Dahlgren Family Foundation Inc

Private foundation · Grantmaker Huntington Beach, CA EIN: 82-2503309

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.

Dahlgren Family Foundation Inc at a glance

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.

Annual giving (2025)
$505,774
+135.2% vs 2024
Grants made (2025)
20
+122.2% vs 2024
Average grant
$25,289
+5.9% vs 2024
Median grant
$10,000
Total assets
$621,248
-43.2% vs 2024
New grantees (estimate)
65% first-time grantees (13 of 20, 2025; small sample)
Primary geography
District of Columbia (27% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Dahlgren Family Foundation Inc

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.

Contact

Mailing address: 5700 Skylab Rd, Huntington Beach, CA 92647
Phone: (714) 899-8100

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Dahlgren Family Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

America First Policy Institute: $90KAmerica First Policy Institute$90KTrinity Hope: $62KTrinity Hope$62KMount Vernon Ladies Association: $53KMount Vernon LadiesAssociation$53KAndrew Jackson Foundation: $50KAndrew Jackson Foundation$50KPalos Verdes Estates Foundation: $50KPalos Verdes EstatesFoundation$50KAmerican Battlefield Trust: $35KAmerican Battlefield Trust$35KTurning Point USA: $35KTurning Point USA$35KFriends of Banning Museum: $16KFriends of Banning Museum$16KOpen Door Pregnancy Center: $15KOpen Door Pregnancy Center$15KAmerican Air Museum in Britain: $10KAmerican Air Museum in Britain$10K

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

49<$50K9$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 49 grants of 60 (82%).

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

15states

Share of 2025 grant dollars across all 20 itemized grants.

Cities

WashingtonNashvilleCoronadoPalos Verdes PeninsulaSpringfieldArlingtonPhoenixAtlantaBreaMount VernonBainbridge IslandHonoluluPalos Verdes EstatesSan PedroStaten IslandWintersetBolivarColumbusDeer ParkHeritage

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. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K9 grants2019 9 grants2020 13 grants2021 9 grants2022 9 grants2023 9 grants2024 20 grants2025

From 2019 to 2025, annual grant giving ranged from $205K (2019) to $506K (2025). In 2025 it made 20 grants totaling $506K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
America First Policy Institute Washington, DCGeneral Fund$90,000
Trinity Hope Lebanon, TNGeneral Fund$62,224
Mount Vernon Ladies Association Mount Vernon, VAGeneral Fund$53,050
Andrew Jackson Foundation Nashville, TNBuilding Fund and Lafayette Exhibit$50,000
Palos Verdes Estates Foundation Palos Verdes Estates, CAGeneral Fund$50,000
American Battlefield Trust Washington, DCGeneral Fund$35,000
Turning Point USA Phoenix, AZGeneral Fund$35,000
Friends of Banning Museum Wilmington, CAGeneral Fund$15,500
Open Door Pregnancy Center Springfield, TNGeneral Fund$15,000
American Air Museum in Britain Washington, DCGeneral Fund$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$621,248$46,834$518,931$505,77420$505,774$38,259$42,533
2024$1,093,345$60,966$233,239$215,0009$215,000$49,117$61,734
2023$1,265,618$547,400$406,311$390,0009$390,000$36,575$52,003
2022$1,124,529$497,777$353,726$342,5009$342,500$14,237$38,933
2021$980,478$325,890$339,103$321,80013$321,800$16,771$54,970
2020$969,639$22,819$285,311$268,0009—$13,930$31,571
2019$1,245,887$528,030$217,624$205,0009—$19,156$16,777

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

Among its largest reported grants were $90,000 to America First Policy Institute; $62,224 to Trinity Hope; $53,050 to Mount Vernon Ladies Association; $50,000 each to Andrew Jackson Foundation and Palos Verdes Estates Foundation; and $35,000 each to American Battlefield Trust and Turning Point USA.

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.

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)

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Cite this profile

Grantable. (2026). Dahlgren Family Foundation Inc funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/dahlgren-family-foundation-inc-morg_1fe472186b2247708b2f1d6f303f6e90

BibTeX
@misc{grantable_822503309_2026,
  author       = {{Grantable}},
  title        = {{Dahlgren Family Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/dahlgren-family-foundation-inc-morg_1fe472186b2247708b2f1d6f303f6e90},
  note         = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Dahlgren Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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