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Also known as: REGIONS BANK TRUSTEE #1255000660
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Kate Kinloch Middleton Fund is a private trust based in MOBILE, AL. The foundation received its IRS ruling in 1959. The principal officer is Regions Bank Trust Dept. It holds total assets of $2.6M. Annual income is reported at $814K. The foundation is governed by 6 officers and trustees. Tax records are available from 2017 to 2024. Grantmaking is concentrated in Alabama. According to available records, Kate Kinloch Middleton Fund has made 19 grants totaling $404K, with a median grant of $14K. The foundation has distributed between $84K and $226K annually from 2022 to 2024. Grantmaking activity was highest in 2023 with $226K distributed across 12 grants. Individual grants have ranged from $2K to $65K, with an average award of $21K. The foundation has supported 11 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
Smallest Grant
$461
Median Grant
$4K
Average Grant
$8K
Largest Grant
$50K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Kate Kinloch Middleton Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 19 grants. Its grantmaking reaches organizations primarily in AL.
Kate Kinloch Middleton Fund has distributed a total of $404K across 19 grants. The median grant size is $14K, with an average of $21K. Individual grants have ranged from $2K to $65K.
Grants are awarded only for financial burden caused by medical expense. Grants are limited to mobile county, alabama residents.
Kate Kinloch Middleton Fund is headquartered in MOBILE, AL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank | TRUSTEE | $26K | $0 | $26K |
| Rev Robert Donnell | DISTRIBUTION COMMITTEE MEMBER | $0 | $0 | N/A |
| Nancy Busey | DISTRIBUTION COMMITTEE MEMBER | $0 | $0 | N/A |
| Wilbert Jordan | DISTRIBUTION COMMITTEE MEMBER | $0 | $0 | N/A |
| Norman Pitman | DISTRIBUTION COMMITTEE MEMBER | $0 | $0 | N/A |
| Walter Meigs | DISTRIBUTION COMMITTEE MEMBER | $0 | $0 | N/A |
Total Giving
$166K
Total Assets
$2.5M
Fair Market Value
$2.9M
Net Worth
$2.5M
Grants Paid
$84K
Contributions
$52K
Net Investment Income
$44K
Distribution Amount
$138K
Total: $2.5M
Total Grants
19
Total Giving
$404K
Average Grant
$21K
Median Grant
$14K
Unique Recipients
11
Most Common Grant
$8K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mobile Infirmary FoundationGENERAL OPERATING NEEDS | Mobile, AL | $60K | 2024 |
| Bartley LucasMEDICAL EXPENSES | Mobile, AL | $18K | 2024 |
| Suzanne SheetsMEDICAL EXPENSES | Mobile, AL | $6K | 2024 |
| Stephanie YoungMEDICAL EXPENSES | Saraland, AL | $16K | 2023 |
| Kenneth KrauseMEDICAL EXPENSES | Mobile, AL | $14K | 2023 |
| Nhi Thi ChauMEDICAL EXPENSES | Bayou La Batre, AL | $9K | 2023 |
| Pamela BeitzelMEDICAL EXPENSES | Eight Mile, AL | $8K | 2023 |
| Ross AndersonMEDICAL EXPENSES | Axis, AL | $2K | 2023 |
| Clarence WilliamsMEDICAL EXPENSES | Mobile, AL | $21K | 2022 |
| Janet SimpkinsMEDICAL EXPENSES | Mobile, AL | $17K | 2022 |
| Angela PrichardMEDICAL EXPENSES | Mobile, AL | $8K | 2022 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL