K J Middleton Foundation

990PF • Fiscal year 2021 • EIN 20-5949791

Mar 01, 2020 to Feb 28, 2021 • Filed on Jun 15, 2021

Organization Profile

2245 Plowridge RoadFuquay Varina, NC 27526

(919) 762-0101

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.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

-174%

Higher net margin than 19% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

0.1%

Faster asset growth than 58% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets76th percentile

Assets

$493,703

Up $541 (+0.1%) from 2020

Net Assets

$493,703

Up $541 (+0.1%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue74th percentile Net Margin19th percentile

Revenue

$15,847

Up $36,858 (+175%) from 2020

Expenses

Down

$43,464

Down $2,776 (-6.0%) from 2020

Net Income

-$27,617

Up $39,634 (+59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

Highlighted filing

2021

Assets$493,703

Liabilities$0

Net Assets$493,703

Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2021

Revenue$15,847

Expenses$43,464

Net Income-$27,617

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Mar 1, 2020 to Feb 28, 2021
Signed: Jun 15, 2021
Return Version: 2020v4.1

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	-	-

Filing and Contact Details

Filer

Filer Name: KJ Middleton Foundation
EIN: 20-5949791
In Care Of: % KIMBERLY OLMSTED BELLEW
Phone: 9197620101
Address: 2245 Plowridge Road, Fuquay Varina, NC 27526

Signing Officer

Name: Kimberly Olmsted Bellew
Title: member
Phone: 9196297555
Signed: 2021-06-15
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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 91443
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1940 Hanks Chapel Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	14100 Crawford Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	20251 Century Blvd Suite 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	14402 Blanco Road Suite 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	PO Box 14301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	4501 New Bern Avenue Suite 333
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	PO Box 8958
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	85 McKenzie Road E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Pittsboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Boystown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Germantown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	San Antonio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	Raleigh
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	Topeka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	Pinehurst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	27675
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	68010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	20874
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	78216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	45250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	27610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	666088958
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	28374
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	31600
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	33
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	31582
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	33487
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	2018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	31615
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	33454
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	31582
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	442
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	INVESTMENT ADJUSTMENT
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	28600
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	CHARITABLE TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	6734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	6734
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	0
TaxesSchedule/TaxesDetail/Amt	0	15
TaxesSchedule/TaxesDetail/Amt	1	5
TaxesSchedule/TaxesDetail/CategoryTxt	0	IL CHARITY BUREAU
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	15
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	5
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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	2021-06-15
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	9197620101
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	2245 Plowridge Road
ReturnHeader/Filer/USAddress/CityNm	0	Fuquay Varina
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27526
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/PreparerPersonNm	0	Steve Madden
ReturnHeader/ReturnTs	0	2021-07-13T14:27:54-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	OLMSTED BELLEW
ReturnHeader/TaxPeriodBeginDt	0	2020-03-01
ReturnHeader/TaxPeriodEndDt	0	2021-02-28
ReturnHeader/TaxYr	0	2020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $493,703
Liabilities: $0
Net assets: $493,703
Revenue: $15,847
Expenses: $43,464
Net income: -$27,617

	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