Dahlgren Family Foundation Inc

HUNTINGTON BEACH, CA EIN: 82-2503309

Dahlgren Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 9 grants totaling $215K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-13.6% YoY

Annual Giving

$215K

-44.9% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$24K

-44.9% YoY

Under IRS private-foundation payout rules, Dahlgren Family Foundation Inc reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.

About Dahlgren Family Foundation Inc

Based on IRS filings

Dahlgren Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 9 grants totaling $215K. Net investment income was $49K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

ArlingtonAtlantaBainbridge IslandBreaCoronadoDeer ParkHeritageHonoluluKnoxvilleMemphisMount VernonNashvillePalos Verdes PeninsulaPhoenixRedondo BeachRolling Hills EstateSan PedroSpringfieldStaten IslandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$151K$301K$452K$602K20202021202220232024
Metric202420232022
Total Assets$1,093,345$1,265,618$1,124,529
Revenue$60,966$547,400$497,777
Expenses$233,239$406,311$353,726
Qualifying Distributions$215,000$390,000$342,500
Net Investment Income$49,117$36,575$14,237
Distributable Amount$61,734$52,003$38,933

Giving Over Time

Total grant dollars and number of grants per year

$0$98K$195K$293K$390K9 grants202013 grants20219 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

ANDREW JACKSON FOUNDATION$50KPALOS VERDES PENINSULA E…$40KAMERICAN BATTLEFIELD TRUST$30KEASTERN TENNESSEE FOUNDA…$25KJOHN WAYNE BIRTHPLACE SO…$25KOPEN DOOR PREGNANCY CENTER$15KAMERICA FIRST INC$10KCHARLES HUMPHREY KEATING…$10KTURNING POINT USA$10K

Grant Size Distribution

49 grants across all recorded years

41<$50K6$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Andrew Jackson Foundation ($50,000), Palos Verdes Peninsula Education Foundation ($40,000), American Battlefield Trust ($30,000).

RecipientPurposeAmount
AMERICA FIRST INC ARLINGTON, VAGENERAL FUND$10,000
AMERICAN BATTLEFIELD TRUST WASHINGTON, DCLIGHTHIZER LEGACY FUND$30,000
ANDREW JACKSON FOUNDATION NASHVILLE, TNPRESIDENTAL LEARNING CENTER CAPITAL CAMPAIGN$50,000
CHARLES HUMPHREY KEATING IV FOUNDATION CORONADO, CAGENERAL FUND$10,000
EASTERN TENNESSEE FOUNDATION KNOXVILLE, TNNEIGHBOR TO NEIGHBOR DISASTER RELIEF FUND$25,000
OPEN DOOR PREGNANCY CENTER SPRINGFIELD, TNGENERAL FUND$15,000
PALOS VERDES PENINSULA EDUCATION FOUNDATION PALOS VERDES PENINSULA, CAGENERAL FUND$40,000
JOHN WAYNE BIRTHPLACE SOCIETY LTD WINTERSET, IAGENERAL FUND$25,000
TURNING POINT USA PHOENIX, AZGENERAL FUND$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFFREY DAHLGRENDIRECTOR0.25
JOY CARTERVICE DIRECTOR0.25
DENNIS WATERKOTTEDIRECTOR OF FINANCE0.25
KRISTIN CARTERTRUSTEE0.25
ALEX DAHLGRENTRUSTEE0.25
LINDSEY DAHLGRENTRUSTEE0.25
MICHELLE CARTERTRUSTEE0.25

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Dahlgren Family Foundation Inc?

Dahlgren Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HUNTINGTON BEACH, CA. It holds $1.1M in total assets as of 2024.

How large is Dahlgren Family Foundation Inc?

As of 2024, Dahlgren Family Foundation Inc holds $1.1M in total assets with $61K in annual revenue. It awarded 9 grants totaling $215K in 2024.

Where does Dahlgren Family Foundation Inc operate?

Dahlgren Family Foundation Inc has awarded grants in Arizona, California, District of Columbia, Georgia, Hawaii, Iowa, Maryland, New York, Tennessee, Virginia, Washington.

What size grants does Dahlgren Family Foundation Inc award?

In 2024, Dahlgren Family Foundation Inc awarded 9 grants totaling $215K — an average of about $24K per grant, based on its IRS Form 990 filings.

How much is Dahlgren Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dahlgren Family Foundation Inc reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dahlgren Family Foundation Inc's EIN?

Dahlgren Family Foundation Inc's EIN (Employer Identification Number) is 82-2503309. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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