Akerson Family Foundation
The Akerson Family Foundation is a private grantmaking foundation designated as a 501(c)(3) organization. The foundation operates as a family foundation with operations in multiple locations, including Huntington Beach, California and Charlotte, North Carolina.
Key facts about Akerson Family Foundation
- EIN
- 85-0427304
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $590,000
- Grants made (2025)
- 24
- Average grant
- $24,583
- Median grant
- $24,000
- New grantees (estimate)
- 8% first-time grantees (2 of 24, 2025)
- Primary geography
- New Mexico (86% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Akerson Family Foundation funds
By grant dollars, the top recipient states for Akerson Family Foundation's 24 itemized 2025 grants were New Mexico (86%) and Texas (7%). The most frequent recipient cities were Albuquerque, NM (17 grants), Rio Rancho, NM (2 grants) and Huntington Beach, CA (2 grants). None of its 24 grants with a stated purpose were described as general or operating support. Recurring purposes include "Support" (24 grants).
Is Akerson Family Foundation open to new grantees?
8%
first-time grantees, 2025
In 2025, 2 of 24 grantees (8%) were first-time recipients. First grants averaged $10K; repeat grants $26K. How we count
Medians: $10K first-time, $25K repeat.
- 92% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+15%). Method
Estimate from itemized IRS Form 990-PF grant lists (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Akerson Family Foundation
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$590K
+19.0% YoY
Grant Count
24
-4.0% YoY
Avg Grant Size
$25K
+23.9% YoY
Grantmaking
The foundation makes grants across various focus areas. Recent grantmaking activity includes:
Ready to take the next step with Akerson Family Foundation?
Geographic Focus
Where this funder awards grants
The foundation has a multi-state presence, with documented grantmaking activity in:
- North Carolina
- California
- New Mexico
Grant Distribution by State
Share of all 24 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
Akerson Family Foundation (Huntington Beach, CA)
- Total Assets: $10.5 million (2023)
- Total Liabilities: $0 (2023)
- Total Revenue: $383,000 (2023)
- Total Expenses: $479,000 (2023)
Akerson Family Foundation - Agy (Charlotte, NC)
- Total Assets: $11,825,573 (2024)
- Total Revenue: $3,677,071 (2024)
- Total Expenses: $709,328 (2024)
- Investment Income and Dividends: $350,119 (2024)
- Total Grants, Contributions: $2,013,436 (2024)
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
123 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Hope Works ($40,000), American Heart Stroke Assoc ($40,000), Meals on Wheels ($38,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOPE WORKS Albuquerque, NM | SUPPORT | $40,000 |
| AMERICAN HEART STROKE ASSOC Dallas, TX | SUPPORT | $40,000 |
| MEALS ON WHEELS Albuquerque, NM | SUPPORT | $38,000 |
| HEALTHCARE FOR THE HOMELESS Albuquerque, NM | SUPPORT | $36,000 |
| JOY JUNCTION Albuquerque, NM | SUPPORT | $36,000 |
| CAMP ENCHANTMENT Rio Rancho, NM | SUPPORT | $36,000 |
| ST FELIX PANTRY Rio Rancho, NM | SUPPORT | $33,000 |
| NORBERTINE COMMUNITY Albuquerque, NM | SUPPORT | $30,000 |
| THE STOREHOUSE Albuquerque, NM | SUPPORT | $28,000 |
| ALZHEIMER'S ASSOCIATION Albuquerque, NM | SUPPORT | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Gretchen Akerson - Vice President and Director
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Christina Akerson | Director | — | — |
| David a Akerson | President | 5 | — |
| Loretta D Akerson | Secretary | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Akerson Family Foundation?
The foundation makes grants across various focus areas. Recent grantmaking activity includes: • **Capital Area Food Bank** (Charlotte, NC): $150,000 grant for general operating and building initiatives (2024) • **Storehouse New Mexico** (Albuquerque, NM): $23,000 grant for support (2024) The foundation made 31 grants in its most recent reporting year.
Where does Akerson Family Foundation make grants?
The foundation has a multi-state presence, with documented grantmaking activity in: • North Carolina • California • New Mexico
What size grants does Akerson Family Foundation award?
In 2025, Akerson Family Foundation awarded 24 grants totaling $590K — an average of about $25K per grant, based on its IRS Form 990 filings.
What is Akerson Family Foundation's EIN?
Akerson Family Foundation's EIN (Employer Identification Number) is 85-0427304. IRS Form 990 filing data is available on this page for 2019–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.