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Nonprofit · EIN 94-3117882

MIDDLETON FOUNDATION

Tax-exempt · SAN MATEO, CA 94402

Financials

$596K$937K2023$1.2M$934K2024
Revenue Expenses · by fiscal year end
Financials of MIDDLETON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,221,863$933,618$288,245$14,082,751$169,700$13,913,051
December 31, 2023990-PF$595,752$937,037-$341,285$13,724,800$155,200$13,569,600
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$808,357
Net gain from sales of assets
$376,733
Other income
$36,773

Expenses

Grants and similar amounts paid
$783,500
Disbursements for charitable purposes
$802,558
Excise tax on investment income
$15,301

Balance sheet and other

Total assets, start of year
$13,724,800
Total assets, end of year
$14,082,751
Total liabilities, end of year
$169,700
Net assets, end of year
$13,913,051
Fair market value of assets
$18,579,728
Qualifying distributions
$802,558
Net investment income
$1,221,863

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
FRED A MIDDLETON
1300 SOUTH EL CAMINO REAL STE 203, SAN MATEO, CA 94402
PRESIDENT &4$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FRED A MIDDLETON
1300 SOUTH EL CAMINO REAL STE 203, SAN MATEO, CA 94402
PRESIDENT &4$0

Address and contacts

Address (IRS master file)
1300 S EL CAMINO REAL STE 203, SAN MATEO, CA 94402-2963
Signed the 990-PF
FRED A MIDDLETON, PRESIDENT & CEO
Phone
(650) 401-2000
Return prepared by
DIAWARA & ASSOCIATES CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3117882 or by the name MIDDLETON FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-3117882
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,082,751
Income (IRS master file)
$4,618,406

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,221,863$933,618$14,082,751XML
990-PFDecember 2023$595,752$937,037$13,724,800XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 94-3117882).

Questions about MIDDLETON FOUNDATION

What is the EIN of MIDDLETON FOUNDATION?
The employer identification number (EIN) of MIDDLETON FOUNDATION is 94-3117882.
Is MIDDLETON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to MIDDLETON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MIDDLETON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MIDDLETON FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MIDDLETON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MIDDLETON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does MIDDLETON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,221,863, expenses of $933,618 and total assets of $14,082,751 at year end.

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