Kate Kinloch Middleton Fund
Kate Kinloch Middleton Fund is a private foundation, based in Mobile, AL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.6M in total assets. In 2026, it awarded 1 grant totaling $269K. Net investment income was $330K.
Key facts about Kate Kinloch Middleton Fund
In short: Kate Kinloch Middleton Fund gave $269K across 1 grant in 2026 (avg $269K), mostly in Alabama. Source: 2026 IRS Form 990-PF.
- EIN
- 63-6018539
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $268,769
- Grants made (2026)
- 1
- Average grant
- $268,769
- Median grant
- $268,769
- Total assets
- $2,602,571
- Primary geography
- Alabama (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.6M
+1.8% YoY
Annual Giving
$269K
+242.7% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$269K
+928.0% YoY
Under IRS private-foundation payout rules, Kate Kinloch Middleton Fund reported a distributable amount of $155K for 2026 — the minimum it must pay out in qualifying distributions.
How Kate Kinloch Middleton Fund gives
- Giving grew 138% from 2023 to 2026. Method
- In 2026 it paid out 182% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $78K (2025) to $269K (2026). In 2026 it made 1 grant totaling $269K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Mobile Infirmary Foundation ($269K).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 12 grants of 17 (71%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mobile Infirmary Foundation Mobile, AL | Medical Expenses for Indigent Mobile County Residents | $268,769 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,602,571 | $2,555,967 | $2,539,781 |
| Revenue | $354,157 | $179,194 | $106,482 |
| Expenses | $309,293 | $163,183 | $165,869 |
| Qualifying Distributions | $281,767 | $140,019 | $143,967 |
| Net Investment Income | $330,307 | $155,100 | $43,751 |
| Distributable Amount | $155,105 | $152,319 | $138,122 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 5, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Kate Kinloch Middleton Fund's only listed officer is Regions Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2026 filing
Regions Bank
Trustee
On filings since 2021
1 hr/week
$26K (2021) → $28K (2026)
Former officers (7)
- Former: Norman Pitman (2021–2025) — Distribution Committee Member
- Former: Walter Meigs (2021–2025) — Distribution Committee Member
- Former: Wilbert Jordan (2021–2025) — Distribution Committee Member
- Former: Nancy Busey (2022–2025) — Distribution Committee Member
- Former: Robert Donnell (2022–2025) — Distribution Committee Member
- Former: Reubin Rockwell (2021–2022) — Distribution Committee Member
- Former: Yuell Busey (2021–2022) — Distribution Committee Member
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $28K, to Regions Bank (Trustee).
Frequently asked questions about Kate Kinloch Middleton Fund
How much does Kate Kinloch Middleton Fund give each year?
Kate Kinloch Middleton Fund gave $269K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $78K across 3 grants.
How large is Kate Kinloch Middleton Fund?
Kate Kinloch Middleton Fund reported $2.6M in total assets on its 2026 IRS Form 990-PF. It paid out $282K in qualifying distributions that year, against a required minimum of $155K (roughly 5% of its investment assets).
Where does Kate Kinloch Middleton Fund operate?
Kate Kinloch Middleton Fund has awarded grants in Alabama.
What is Kate Kinloch Middleton Fund's EIN?
Kate Kinloch Middleton Fund's EIN (Employer Identification Number) is 63-6018539. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Kate Kinloch Middleton Fund by hand.
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