Dahlgren Family Foundation Inc
Dahlgren Family Foundation Inc is a private foundation based in Huntington Beach, California. It reported 20 grants totaling $505,774 in filing year 2025, supporting organizations with activities that include historic preservation, education, community programs, and assistance to children and military families.
Key facts about Dahlgren Family Foundation Inc
In short: Dahlgren Family Foundation Inc gave $506K across 20 grants in 2025 (avg $25K), top state District of Columbia. 65% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 82-2503309
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $505,774
- Grants made (2025)
- 20
- Average grant
- $25,289
- Median grant
- $10,000
- New grantees (estimate)
- 65% first-time grantees (13 of 20, 2025)
- Total assets
- $621,248
- Primary geography
- District of Columbia (27% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states on its 2025 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$621K
-43.2% YoY
Annual Giving
$506K
+135.2% YoY
Grant Count
20
+122.2% YoY
Avg Grant Size
$25K
+5.9% YoY
Under IRS private-foundation payout rules, Dahlgren Family Foundation Inc reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Is Dahlgren Family Foundation Inc open to new grantees?
65%
first-time grantees, 2025
In 2025, 13 of 20 grantees (65%) were first-time recipients. First grants averaged $27K; repeat grants $23K. How we count
Medians: $10K first-time, $15K repeat.
- 30% of 2025 grantees were also funded in 2024. Method
- Giving grew 48% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No foundation mission statement is provided. Its 2025 grants included support for organizations whose stated missions include feeding children in Haiti and teaching Christian beliefs (Trinity Hope); preserving Andrew Jackson’s home place and creating learning opportunities (Andrew Jackson Foundation); and providing resources to active-duty Navy SEALs and their families (Charles Humphrey Keating IV Foundation).
Other 2025 grantees describe missions involving community programs and public-private partnerships (Palos Verdes Estates Foundation), a pregnancy crisis center in Robertson County, Tennessee (Open Door Pregnancy Center), and commemorating the role of air power in preserving freedom (American Air Museum in Britain). Pearl Harbor Aviation Museum, which received $5,000, describes its mission as stewarding and sharing the history of the Pearl Harbor aviation battlefield and honoring those who defended freedom.
Grantmaking
In filing year 2025, the foundation reported 20 grants totaling $505,774. Grants ranged from $5,000 to $90,000, with a median grant of $10,000.
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Geographic Focus
Where this funder awards grants
In filing year 2025, the largest shares of grant dollars went to recipients in Washington, DC (27%), Tennessee (25%), California (17%), Virginia (12%), and Arizona (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $205K (2019) to $506K (2025). In 2025 it made 20 grants totaling $506K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was America First Policy Institute ($90K). Together the top 10 received $416K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 49 grants of 60 (82%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| America First Policy Institute Washington, DC | General Fund | $90,000 |
| Trinity Hope Lebanon, TN | General Fund | $62,224 |
| Mount Vernon Ladies Association Mount Vernon, VA | General Fund | $53,050 |
| Andrew Jackson Foundation Nashville, TN | Building Fund and Lafayette Exhibit | $50,000 |
| Palos Verdes Estates Foundation Palos Verdes Estates, CA | General Fund | $50,000 |
| American Battlefield Trust Washington, DC | General Fund | $35,000 |
| Turning Point USA Phoenix, AZ | General Fund | $35,000 |
| Friends of Banning Museum Wilmington, CA | General Fund | $15,500 |
| Open Door Pregnancy Center Springfield, TN | General Fund | $15,000 |
| American Air Museum in Britain Washington, DC | General Fund | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $621,248 | $46,834 | $518,931 | $505,774 | 20 |
| 2024 | $1,093,345 | $60,966 | $233,239 | $215,000 | 9 |
| 2023 | $1,265,618 | $547,400 | $406,311 | $390,000 | 9 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $621,248 | $1,093,345 | $1,265,618 |
| Revenue | $46,834 | $60,966 | $547,400 |
| Expenses | $518,931 | $233,239 | $406,311 |
| Qualifying Distributions | $505,774 | $215,000 | $390,000 |
| Net Investment Income | $38,259 | $49,117 | $36,575 |
| Distributable Amount | $42,533 | $61,734 | $52,003 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jeffrey Dahlgren as director; Joy Carter as vice director; Dennis Waterkotte as director of finance; and Kristin Carter, Alex Dahlgren, Lindsey Dahlgren, and Michelle Carter as trustees.
Dahlgren Family Foundation Inc's 2025 filing lists 7 officers; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alex Dahlgren
Trustee
On filings since 2019
0.3 hrs/week
No compensation reported
Dennis Waterkotte
Director of Finance
On filings since 2019
0.3 hrs/week
No compensation reported
Jeffrey Dahlgren
Director
On filings since 2019
0.3 hrs/week
No compensation reported
Kristin Carter
Trustee
On filings since 2019
0.3 hrs/week
No compensation reported
Lindsey Dahlgren
Trustee
On filings since 2019
0.3 hrs/week
No compensation reported
Michelle Carter
Trustee
On filings since 2019
0.3 hrs/week
No compensation reported
Joy Carter
Vice Director
On filings since 2019
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 5700 Skylab Rd, Huntington Beach, CA 92647
Phone: (714) 899-8100
Frequently asked questions about Dahlgren Family Foundation Inc
How much does Dahlgren Family Foundation Inc give each year?
Dahlgren Family Foundation Inc gave $506K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 9 grants.
What is Dahlgren Family Foundation Inc's typical grant size?
Dahlgren Family Foundation Inc's median grant in 2025 was $10,000, and its average grant was $25,289, across 20 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dahlgren Family Foundation Inc that year got $27K on average.
Where does Dahlgren Family Foundation Inc give grants?
Dahlgren Family Foundation Inc's top state is District of Columbia, with 27% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (25%) and California (17%). The most frequent recipient cities were Washington, DC (3 grants) and Mount Vernon, VA (2 grants).
Does Dahlgren Family Foundation Inc give general operating support?
Yes: 90% of Dahlgren Family Foundation Inc's 2025 grants with a stated purpose (18 of 20) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dahlgren Family Foundation Inc's largest grantees?
Dahlgren Family Foundation Inc's largest 2025 grantees include America First Policy Institute ($90,000), Trinity Hope ($62,224) and Mount Vernon Ladies Association ($53,050), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Dahlgren Family Foundation Inc?
Dahlgren Family Foundation Inc reported $621K in total assets on its 2025 IRS Form 990-PF. It paid out $506K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
What does Dahlgren Family Foundation Inc fund?
No foundation mission statement is provided. See mission & focus areas ↑
How do I apply for a grant from Dahlgren Family Foundation Inc?
The foundation states on its 2025 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Dahlgren Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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