KJ Middleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FUQUAY VARINA, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $655K in total assets. In 2025, it awarded 9 grants totaling $30K. Net investment income was $59K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$655K
+2.9% YoY
Annual Giving
$30K
-12.9% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$3K
+6.5% YoY
Under IRS private-foundation payout rules, KJ Middleton Foundation reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.
About KJ Middleton Foundation
Based on IRS filings
KJ Middleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FUQUAY VARINA, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $655K in total assets. In 2025, it awarded 9 grants totaling $30K. Net investment income was $59K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $655,142 | $636,498 | $423,401 |
| Revenue | $73,281 | $271,121 | $11,049 |
| Expenses | $48,252 | $46,319 | $51,273 |
| Qualifying Distributions | $30,415 | $34,915 | $39,115 |
| Net Investment Income | $59,060 | $260,112 | $2,247 |
| Distributable Amount | $37,243 | $30,551 | $34,828 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Carolina Tiger Rescue ($10,000), Boys Town of Nebraska ($5,000), USO of NC ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| USO of NC Raleigh, NC | Charitable Donation | $2,500 |
| Carolina Tiger Rescue Pittsboro, NC | Charitable Donation | $10,000 |
| Boys Town of Nebraska Boystown, NE | Charitable Donation | $5,000 |
| DAV Cincinnati, OH | Charitable Donation | $2,000 |
| VFW MILFORD, NH | Charitable Donation | $2,000 |
| Corral Riding Academy Cary, NC | Charitable Donation | $2,400 |
| NC Fallen Fire Fighters MOCKSVILLE, NC | Charitable Donation | $2,500 |
| Corolla Wild Horse Fund Inc Corolla, NC | Charitable Donation | $2,000 |
| Military Missions in Action Fuquay Varina, NC | Charitable Donation | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Kimberly Olmsted Bellew | President/Secretary | 1 | — |
| David Bellew | Vice President/Director | 1 | — |
| Doreen M McQuaid | Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is KJ Middleton Foundation?
KJ Middleton Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FUQUAY VARINA, NC. It holds $655K in total assets as of 2025.
How large is KJ Middleton Foundation?
As of 2025, KJ Middleton Foundation holds $655K in total assets with $73K in annual revenue. It awarded 9 grants totaling $30K in 2025.
Where does KJ Middleton Foundation operate?
KJ Middleton Foundation has awarded grants in Kansas, Maryland, North Carolina, Nebraska, New Hampshire, Ohio, Texas.
What size grants does KJ Middleton Foundation award?
In 2025, KJ Middleton Foundation awarded 9 grants totaling $30K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is KJ Middleton Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, KJ Middleton Foundation reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
Explore Open Grants
Browse active grant opportunities in KJ Middleton Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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