K J Middleton Foundation

Fuquay Varina, NC
Tax exemption issued: Feb. 2007
EIN: 20-5949791

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2026

Revenue

$89,812

Expenses

$54,908

Net Income

$34,904

Net Assets

$706,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,128	20.2%
Sales of Assets	$71,684	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,215	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$706,751
Total Liabilities	$0
Net Assets	$706,751

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Doreen M Mcquaid (Director)	$0	$0

990-PF

Filed on July 15, 2026

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2025

Revenue

$73,281

Expenses

$48,252

Net Income

$25,029

Net Assets

$655,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,631	24.1%
Sales of Assets	$55,650	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,415	63.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$655,142
Total Liabilities	$0
Net Assets	$655,142

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Doreen M Mcquaid (Director)	$0	$0

990-PF

Filed on July 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2024

Revenue

$271,121

Expenses

$46,319

Net Income

$224,802

Net Assets

$636,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,493	5.3%
Sales of Assets	$256,628	94.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,915	75.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$636,498
Total Liabilities	$0
Net Assets	$636,498

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Doreen M Mcquaid (Director)	$0	$0

990-PF

Filed on July 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2023

Revenue

$11,049

Expenses

$51,273

Net Income

-$40,224

Net Assets

$423,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,405	> 100%
Sales of Assets	-$3,356
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,115	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$423,401
Total Liabilities	$0
Net Assets	$423,401

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Doreen M Mcquaid (Director)	$0	$0

990-PF

Filed on June 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$19,535

Expenses

$46,688

Net Income

-$27,153

Net Assets

$469,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,541	64.2%
Sales of Assets	$6,994	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,612	72.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,755
Total Liabilities	$0
Net Assets	$469,755

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Doreen M Mcquaid (Director)	$0	$0

990-PF

Filed on July 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2021

Revenue

$15,847

Expenses

$43,464

Net Income

-$27,617

Net Assets

$493,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,904	75.1%
Sales of Assets	$3,943	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,615	72.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,703
Total Liabilities	$1
Net Assets	$493,702

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0

990-PF

Filed on July 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

-$21,011

Expenses

$46,240

Net Income

-$67,251

Net Assets

$493,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,664
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,015	71.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$493,162
Total Liabilities	$1
Net Assets	$493,161

Compensation

Key Employees and Officers	Compensation	Other
Kimberly Olmsted Bellew (President/secretary)	$0	$0
David Bellew (Vice President/director)	$0	$0
Kari Butts (Treasurer)	$0	$0

990-PF

Filed on June 24, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2016

Revenue

$13,837

Expenses

$40,916

Net Income

-$27,079

Net Assets

$623,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,511	90.4%
Sales of Assets	$1,326	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,500	84.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$630,200
Total Liabilities	$6,580
Net Assets	$623,620

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2015

Revenue

$56,009

Expenses

$39,865

Net Income

$16,144

Net Assets

$643,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,168	18.2%
Sales of Assets	$45,841	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,700	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,350
Total Liabilities	$6,580
Net Assets	$643,770

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2014

Revenue

$229,572

Expenses

$22,940

Net Income

$206,632

Net Assets

$624,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$194,251	84.6%
Interest Revenue	$0
Dividends	$7,843	3.4%
Sales of Assets	$27,478	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,892	64.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$631,419
Total Liabilities	$6,580
Net Assets	$624,839

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2013

Revenue

$362,955

Expenses

$6,688

Net Income

$356,267

Net Assets

$459,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$357,979	98.6%
Interest Revenue	$7	0.0%
Dividends	$3,452	1.0%
Sales of Assets	$1,517	0.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$465,819
Total Liabilities	$6,580
Net Assets	$459,239

990-PF

Filed on Jan. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2012

Revenue

$6,039

Expenses

$6,112

Net Income

-$73

Net Assets

$102,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,015	99.6%
Interest Revenue	$24	0.4%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	81.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,972
Total Liabilities	$1
Net Assets	$102,971

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
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Updated October 22, 2026

K J Middleton Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Feb. 2026

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Fiscal Year Ending Feb.
2026

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008