Nonprofit · EIN 20-5949791
K J MIDDLETON FOUNDATION
Tax-exempt · FUQUAY VARINA, NC 27526
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $89,812 | $54,908 | $34,904 | $706,751 | $0 | $706,751 |
| February 28, 2025 | 990-PF | $73,281 | $48,252 | $25,029 | $655,142 | $0 | $655,142 |
| February 28, 2024 | 990-PF | $271,121 | $46,319 | $224,802 | $636,498 | $0 | $636,498 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $18,128
- Net gain from sales of assets
- $71,684
Expenses
- Grants and similar amounts paid
- $37,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $37,215
- Excise tax on investment income
- $1,026
Balance sheet and other
- Total assets, start of year
- $655,142
- Total assets, end of year
- $706,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $706,751
- Fair market value of assets
- $892,711
- Qualifying distributions
- $37,215
- Net investment income
- $89,812
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly Olmsted Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | President/Secretary | 1 | $0 |
| David Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | Vice President/Director | 1 | $0 |
| Doreen M McQuaid 2245 Plowridge Road, Fuquay Varina, NC 27526 | Director | 1 | $0 |
990-PF for the year ended February 28, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly Olmsted Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | President/Secretary | 1 | $0 |
| David Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | Vice President/Director | 1 | $0 |
| Doreen M McQuaid 2245 Plowridge Road, Fuquay Varina, NC 27526 | Director | 1 | $0 |
990-PF for the year ended February 28, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kimberly Olmsted Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | President/Secretary | 1 | $0 |
| David Bellew 2245 Plowridge Road, Fuquay Varina, NC 27526 | Vice President/Director | 1 | $0 |
| Doreen M McQuaid 2245 Plowridge Road, Fuquay Varina, NC 27526 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2245 PLOWRIDGE RD, FUQUAY VARINA, NC 27526-3532
- In care of
- % KIMBERLY OLMSTED BELLEW
- Signed the 990-PF
- KIMBERLY OLMSTED BELLEW, member
- Phone
- (919) 762-0101
- Return prepared by
- MILLER COOPER & CO LTD
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5949791
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $706,751
- Income (IRS master file)
- $406,938
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $89,812 | $54,908 | $706,751 | XML |
| 990-PF | February 2025 | $73,281 | $48,252 | $655,142 | XML |
| 990-PF | February 2024 | $271,121 | $46,319 | $636,498 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5949791).
Questions about K J MIDDLETON FOUNDATION
- What is the EIN of K J MIDDLETON FOUNDATION?
- The employer identification number (EIN) of K J MIDDLETON FOUNDATION is 20-5949791.
- Is K J MIDDLETON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to K J MIDDLETON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does K J MIDDLETON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of K J MIDDLETON FOUNDATION due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did K J MIDDLETON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of K J MIDDLETON FOUNDATION?
- The 990-PF for the year ended February 28, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does K J MIDDLETON FOUNDATION have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $89,812, expenses of $54,908 and total assets of $706,751 at year end.
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All nonprofits in FUQUAY VARINA · North Carolina · Philanthropy, voluntarism and grantmaking foundations