The Middleton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TARZANA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $688K in total assets. In 2024, it awarded 11 grants totaling $148K. Net investment income was $314K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$688K
+260.6% YoY
Annual Giving
$148K
+80.4% YoY
Grant Count
11
+37.5% YoY
Avg Grant Size
$13K
+31.2% YoY
Under IRS private-foundation payout rules, The Middleton Family Foundation reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.
About The Middleton Family Foundation
Based on IRS filings
The Middleton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TARZANA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $688K in total assets. In 2024, it awarded 11 grants totaling $148K. Net investment income was $314K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $688,249 | $190,854 | $277,489 |
| Revenue | $934,350 | $7,585 | $249,604 |
| Expenses | $153,112 | $92,449 | $18,042 |
| Qualifying Distributions | $149,065 | $86,089 | $17,761 |
| Net Investment Income | $314,495 | $2,425 | $79,576 |
| Distributable Amount | $26,901 | $12,727 | $2,937 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include City of North Charleston ($111,181), Every 1 Voice Matters ($9,770), Xcel Services ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HEART WORK INSTITUTE MILWAUKEE, WI | TO SUPPORT THE BASKETBALL TEAM | $1,500 |
| BIG BROTHERS BIG SISTERS OF MILWAUKEE MILWAUKEE, WI | TO CREATE AND SUPPORT ONE TO ONE MENTORING RELATIONSHIPS | $4,950 |
| COALITION FOR CHILDREN YOUTH & FAMILIES INC WEST ALLIS, WI | CONNECTING FAMILIES TO RESOURCES AND ADVOCATING FOR THEIR NEEDS THROUGH COMPLEX SYSTEMS AND PROVIDING SUPPORT. | $3,353 |
| XCEL SERVICES KEITHVILLE, LA | TO SUPPORT LITERACY PROGRAM | $5,000 |
| ELITE JAYS BASKETBALL RICHMOND, TX | TO SUPPORT A BASKETBALL TEAM | $2,500 |
| SOJOURNER HOUSE MILWAUKEE, WI | TO SUPPORT VICTIMS OF DOMESTIC VIOLENCE | $1,800 |
| DONORS CHOOSE NEW YORK, NY | TO PROVIDE FUNDING FOR ROBOTS IN PUBLIC SCHOOLS | $3,464 |
| EVERY 1 VOICE MATTERS LADSON, SC | TO INSPIRE AND EMPOWER YOUTH TO REACH THEIR FULL POTENTIAL AND IMPACT THE WORLD POSITIVELY. | $9,770 |
| MILWAUKEE ART MUSEUM MILWAUKEE, WI | TO SUPPORT KIDS ART PROGRAMS | $2,000 |
| CITY OF NORTH CHARLESTON NORTH CHARLESTON, SC | TO PROVIDE FUNDING FOR A BASKETBALL COURT | $111,181 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES KHRISTIAN MIDDLETON | DIR, PRES, SEC, TREAS | 1 | — |
| BRITTNEY MIDDLETON OGIKE | VP | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Middleton Family Foundation?
The Middleton Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TARZANA, CA. It holds $688K in total assets as of 2024.
How large is The Middleton Family Foundation?
As of 2024, The Middleton Family Foundation holds $688K in total assets with $934K in annual revenue. It awarded 11 grants totaling $148K in 2024.
Where does The Middleton Family Foundation operate?
The Middleton Family Foundation has awarded grants in California, Louisiana, New York, South Carolina, Tennessee, Texas, Wisconsin.
What size grants does The Middleton Family Foundation award?
In 2024, The Middleton Family Foundation awarded 11 grants totaling $148K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Middleton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Middleton Family Foundation reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Middleton Family Foundation's EIN?
The Middleton Family Foundation's EIN (Employer Identification Number) is 83-4307305. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Middleton Family 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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