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Nonprofit · EIN 63-6018539

KATE KINLOCH MIDDLETON FUND

Tax-exempt · MOBILE, AL 36633

Financials

$106K$166K2023$179K$163K2024$354K$309K2025
Revenue Expenses · by fiscal year end
Financials of KATE KINLOCH MIDDLETON FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2026990-PF$354,157$309,293$44,864$2,602,571$0$2,602,571
January 31, 2025990-PF$179,194$163,183$16,011$2,555,967$0$2,555,967
January 31, 2024990-PF$106,482$165,869-$59,387$2,539,781$0$2,539,781
Financial details: 990-PF for the year ended January 31, 2026

Revenue

Dividends
$78,293
Net gain from sales of assets
$275,864

Expenses

Grants and similar amounts paid
$268,769
Compensation of officers, directors and key employees
$28,431
Disbursements for charitable purposes
$281,767
Excise tax on investment income
$4,591

Balance sheet and other

Total assets, start of year
$2,555,967
Total assets, end of year
$2,602,571
Total liabilities, end of year
$0
Net assets, end of year
$2,602,571
Fair market value of assets
$3,317,437
Qualifying distributions
$281,767
Net investment income
$354,157

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 January 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
REGIONS BANK
PO DRAWER 1628, MOBILE, AL 366331628
TRUSTEE1$28,431
990-PF for the year ended January 31, 2025: 6 people
NameTitleHours / weekCompensation
REGIONS BANK
PO DRAWER 1628, MOBILE, AL 366331628
TRUSTEE1$27,785
WALTER MEIGS
155 PROVIDENT LANE, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
NORMAN PITMAN
3800 AIRPORT BLVD, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
WILBERT JORDAN
3800 AIRPORT BLVD, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
NANCY BUSEY
4324 BOULEVARD PARK S, MOBILE, AL 36609
DISTRIBUTION COMMITTEE MEMBER0.25$0
REV ROBERT DONNELL
301 DOGWOOD LANE, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
990-PF for the year ended January 31, 2024: 6 people
NameTitleHours / weekCompensation
REGIONS BANK
PO DRAWER 1628, MOBILE, AL 366331628
TRUSTEE1$25,788
WALTER MEIGS
155 PROVIDENT LANE, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
NORMAN PITMAN
3800 AIRPORT BLVD, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
WILBERT JORDAN
3800 AIRPORT BLVD, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0
NANCY BUSEY
4324 BOULEVARD PARK SOUTH, MOBILE, AL 36609
DISTRIBUTION COMMITTEE MEMBER0.25$0
REV ROBERT DONNELL
301 DOGWOOD LANE, MOBILE, AL 36608
DISTRIBUTION COMMITTEE MEMBER0.25$0

Address and contacts

Address (IRS master file)
PO BOX 1628, MOBILE, AL 36633-1628
In care of
% REGIONS BANK TRUST DEPT
Signed the 990-PF
ROGER COLE, TRUST OFFICER
Phone
(251) 431-8309
Return prepared by
SMITH DUKES & BUCKALEW LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026990-PF on file
2024January 31, 2025June 16, 2025990-PF on file
2023January 31, 2024June 17, 2024990-PF on file

IRS record

EIN
63-6018539
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
1959
Accounting year ends
January
Files
Form 990-PF
Assets (IRS master file)
$2,602,571
Income (IRS master file)
$1,121,667

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJanuary 2026$354,157$309,293$2,602,571XML
990-PFJanuary 2025$179,194$163,183$2,555,967XML
990-PFJanuary 2024$106,482$165,869$2,539,781XML
990-PFJanuary 2023–––IRS
990-PFJanuary 2022–––IRS
990-PFJanuary 2021–––IRS
990-PFJanuary 2019–––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 63-6018539).

Questions about KATE KINLOCH MIDDLETON FUND

What is the EIN of KATE KINLOCH MIDDLETON FUND?
The employer identification number (EIN) of KATE KINLOCH MIDDLETON FUND is 63-6018539.
Is KATE KINLOCH MIDDLETON FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to KATE KINLOCH MIDDLETON FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATE KINLOCH MIDDLETON FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of KATE KINLOCH MIDDLETON FUND due?
The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KATE KINLOCH MIDDLETON FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended January 2026.
Who are the officers and directors of KATE KINLOCH MIDDLETON FUND?
The 990-PF for the year ended January 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $28,431 (REGIONS BANK, TRUSTEE).
How much revenue does KATE KINLOCH MIDDLETON FUND have?
On its 990-PF for the year ended January 31, 2026 it reported revenue of $354,157, expenses of $309,293 and total assets of $2,602,571 at year end.

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