K J Middleton Foundation

990PF • Fiscal year 2020 • EIN 20-5949791

Mar 01, 2019 to Feb 28, 2020 • Filed on Jul 15, 2020

Organization Profile

309 Skymont DriveHolly Springs, NC 27540

(919) 629-7555

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

320%

Higher net margin than 98% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

Higher top officer pay than 93% of similar nonprofits.

2020 filings • NTEE T22 • <$500k nonprofits • Source year 2020

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet

Liabilities / Assets77th percentile

Assets

Down

$493,162

Down $137,038 (-22%) from 2016

Net Assets

$493,162

No earlier filing loaded for comparison.

Liabilities

Down

Down $6,580 (-100%) from 2016

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin98th percentile

Revenue

Down

-$21,011

Down $34,848 (-252%) from 2016

Expenses

$46,240

Up $5,324 (+13%) from 2016

Net Income

Down

-$67,251

Down $40,172 (-148%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$493,162

Liabilities$0

Net Assets$493,162

Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue-$21,011

Expenses$46,240

Net Income-$67,251

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2019 to Feb 28, 2020
Signed: Jul 15, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay93rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Kimberly Olmsted Bellew	President/Secretary	-	$0	-	-
David Bellew	Vice President/Director	-	$0	-	-
Kari Butts	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: KJ Middleton Foundation
EIN: 20-5949791
In Care Of: % KIMBERLY OLMSTED BELLEW
Phone: 9196297555
Address: 309 Skymont Drive, Holly Springs, NC 27540

Signing Officer

Name: Kimberly Olmsted Bellew
Title: member
Phone: 9196297555
Signed: 2020-07-15
Discuss with paid preparer: Yes

Preparer

Firm: Miller Cooper & Co Ltd
Address: 1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer: Steve Madden
Phone: 8472055000

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Kari Butts
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	309 SKYMONT DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Holly Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	27540
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	KIMBERLY OLMSTED BELLEW
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9196297555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	30000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Charitable Donation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	USO of NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Carolina Tiger Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	9 Tallman Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1940 Hanks Chapel Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Pittsboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	33000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1140
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	31875
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	32722
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	33015
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	31582
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	31875
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	516
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	12000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	INVESTMENT ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	CHARITABLE TIMING DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	10
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	502
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	TRANSFERS/CASH ADJUSTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	7687
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	7687
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	2	0
TaxesSchedule/TaxesDetail/Amt	0	15
TaxesSchedule/TaxesDetail/Amt	1	423
TaxesSchedule/TaxesDetail/Amt	2	5
TaxesSchedule/TaxesDetail/CategoryTxt	0	IL CHARITY BUREAU
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	15
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	5
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KIMBERLY OLMSTED BELLEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	member
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9196297555
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	KJ Middleton Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	c/o Kimberly Olmsted Bellew
ReturnHeader/Filer/BusinessNameControlTxt	0	KJMI
ReturnHeader/Filer/EIN	0	205949791
ReturnHeader/Filer/InCareOfNm	0	% KIMBERLY OLMSTED BELLEW
ReturnHeader/Filer/PhoneNum	0	9196297555
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	309 Skymont Drive
ReturnHeader/Filer/USAddress/CityNm	0	Holly Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27540
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	28654D38311CFAD6C0F8506C6030A0D202ACE673
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	12D0777C8A2100F7234E884B4728ADDB8E439340
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	15866820201765000042
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-06-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	73.9.11.118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	60015
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8472055000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Steve Madden
ReturnHeader/ReturnTs	0	2020-06-24T15:42:31-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-03-01
ReturnHeader/TaxPeriodEndDt	0	2020-02-28
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $493,162
Liabilities: $0
Net assets: $493,162
Revenue: -$21,011
Expenses: $46,240
Net income: -$67,251

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$6.55	$0.00	$6.55	$0.73	$0.48	$0.25
2024Detailed filing. Detailed filing data is available for this year.	$6.36	$0.00	$6.36	$2.71	$0.46	$2.25
2023Detailed filing. Detailed filing data is available for this year.	$4.23	$0.00	$4.23	$0.11	$0.51	$0.40
2022Detailed filing. Detailed filing data is available for this year.	$4.70	$0.00	$4.70	$0.20	$0.47	$0.27
2021Detailed filing. Detailed filing data is available for this year.	$4.94	$0.00	$4.94	$0.16	$0.43	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$4.93	$0.00	$4.93	$0.21	$0.46	$0.67
2016Summary only. Only limited summary data is available for this year.	$6.30	$0.07		$0.14	$0.41	$0.27
2015Summary only. Only limited summary data is available for this year.	$6.50	$0.07		$0.56	$0.40	$0.16
2014Summary only. Only limited summary data is available for this year.	$6.31	$0.07		$2.30	$0.23	$2.07
2013Detailed filing. Detailed filing data is available for this year.	$4.66	$0.07	$4.59		$0.07
2012Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03		$0.06
2011Detailed filing. Detailed filing data is available for this year.	$1.03	$0.00	$1.03		$0.07