Kate Kinloch Middleton Fund

MOBILE, AL EIN: 63-6018539

Kate Kinloch Middleton Fund is a private foundation, based in MOBILE, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 3 grants totaling $78K. Net investment income was $155K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.6M

+0.6% YoY

Annual Giving

$78K

-6.1% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$26K

-6.1% YoY

About Kate Kinloch Middleton Fund

Based on IRS filings

Kate Kinloch Middleton Fund is a private foundation, based in MOBILE, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 3 grants totaling $78K. Net investment income was $155K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AxisBayou La BatreEight MileGrand BayMobileSaralandTheodore

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$87K$173K$260K$346K20212022202320242025
Metric202520242023
Total Assets$2,555,967$2,539,781$2,599,871
Revenue$179,194$106,482$180,076
Expenses$163,183$165,869$192,113
Qualifying Distributions$140,019$143,967$164,668
Net Investment Income$155,100$43,751$156,906
Distributable Amount$152,319$138,122$139,201

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$56K$85K$113K10 grants20214 grants20226 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

MOBILE INFIRMARY FOUNDAT…$51KCHESTER SALTER$23KAUDREY HARDY$5K

Grant Size Distribution

26 grants across all recorded years

21<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

REGIONS BANKTRUSTEE$28K

From 2025 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$27,785
WALTER MEIGSDISTRIBUTION COMMITTEE MEMBER0.25
NORMAN PITMANDISTRIBUTION COMMITTEE MEMBER0.25
WILBERT JORDANDISTRIBUTION COMMITTEE MEMBER0.25
NANCY BUSEYDISTRIBUTION COMMITTEE MEMBER0.25
REV ROBERT DONNELLDISTRIBUTION COMMITTEE MEMBER0.25

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

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