KJ Middleton Foundation
KJ Middleton Foundation is a private foundation, based in Fuquay-Varina, NC. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $707K in total assets. In 2026, it awarded 4 grants totaling $37K. Net investment income was $74K.
KJ Middleton Foundation at a glance
In short: KJ Middleton Foundation gave $37K across 4 grants in 2026 (avg $9K), mostly in North Carolina. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $37,200
- +22.4% vs 2025
- Grants made (2026)
- 4
- -55.6% vs 2025
- Average grant
- $9,300
- +175.3% vs 2025
- Median grant
- $8,000
- Total assets
- $706,751
- +7.9% vs 2025
- Primary geography
- North Carolina (78% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who KJ Middleton Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Carolina Tiger Rescue ($14K). Together the top 4 received $37K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
Cities
How KJ Middleton Foundation gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $30K (2025) to $39K (2023). In 2026 it made 4 grants totaling $37K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carolina Tiger Rescue Pittsboro, NC | Charitable Donation | $14,000 |
| Boys Town of Nebraska Boystown, NE | Charitable Donation | $8,000 |
| Military Missions in Action Fuquay-Varina, NC | Charitable Donation | $8,000 |
| NC Fallen Fire Fighters Mocksville, NC | Charitable Donation | $7,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $706,751 | $89,812 | $54,908 | $37,200 | 4 | $37,215 | $73,816 | $40,139 |
| 2025 | $655,142 | $73,281 | $48,252 | $30,400 | 9 | $30,415 | $59,060 | $37,243 |
| 2024 | $636,498 | $271,121 | $46,319 | $34,900 | 11 | $34,915 | $260,112 | $30,551 |
| 2023 | $423,401 | $11,049 | $51,273 | $39,100 | 10 | $39,115 | $2,247 | $34,828 |
| 2022 | $469,755 | $19,535 | $46,688 | $33,612 | 11 | $33,612 | $6,314 | $39,168 |
| 2021 | $493,703 | $15,847 | $43,464 | $31,600 | 9 | — | $3,800 | $33,487 |
Under IRS private-foundation payout rules, KJ Middleton Foundation reported a distributable amount of $40K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
KJ Middleton Foundation is led by Kimberly Olmsted Bellew, President & Secretary on every filing since 2021; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Kimberly Olmsted Bellew
President & Secretary
On filings since 2021
1 hr/week
No compensation reported
David Bellew
Vice President & Director
On filings since 2021
1 hr/week
No compensation reported
Doreen M McQuaid
Director
On filings since 2022
1 hr/week
No compensation reported
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.
Frequently asked questions about KJ Middleton Foundation
How much does KJ Middleton Foundation give each year?
KJ Middleton Foundation gave $37K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $30K across 9 grants.
What is KJ Middleton Foundation's typical grant size?
KJ Middleton Foundation's median grant in 2026 was $8,000, and its average grant was $9,300, across 4 grants on its 2026 IRS Form 990-PF.
Where does KJ Middleton Foundation give grants?
KJ Middleton Foundation gives mostly in North Carolina: 78% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was Nebraska (22%).
Does KJ Middleton Foundation give general operating support?
Not in 2026: none of the 4 grants with a stated purpose on KJ Middleton Foundation's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (4 grants).
How large is KJ Middleton Foundation?
KJ Middleton Foundation reported $707K in total assets on its 2026 IRS Form 990-PF. It paid out $37K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is KJ Middleton Foundation's EIN?
KJ Middleton Foundation's EIN (Employer Identification Number) is 20-5949791. 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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 15, 2026)
- IRS filings on file for fiscal years 2021–2025
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