STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

A E M FAMILY FOUNDATION

Cite this

Plain text A E M FAMILY FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/201105296. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). A E M FAMILY FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/201105296

MLA “A E M FAMILY FOUNDATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/201105296. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $1.3M · expenses $1.0M · assets $12.1M

EIN
20-1105296
Address
1230 PEACHTREE STREET NE SUITE 15, ATLANTA, GA 30309-3574
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2004
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 2 people
NameLatest titleYearsOrganizations
Lorin S Middelthon EXECUTIVE DIRECTOR2019-2024 1
Ann E Middelthon (former) TRUSTEE2014-2018 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR15 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR15 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR15 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR15 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR15 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIN S MIDDELTHON EXECUTIVE DIRECTOR1 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN E MIDDELTHON TRUSTEE1 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN E MIDDELTHON TRUSTEE1 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN E MIDDELTHON TRUSTEE1 $0-$0 $01
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN E MIDDELTHON TRUSTEE1 $0-$0 $01
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ANN E MIDDELTHON TRUSTEE1 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 18 grants to organizations · $730K
2023 · 14 grants to organizations · $587K
2022 · 14 grants to organizations · $582K
2021 · 9 grants to organizations · $264K
2020 · 11 grants to organizations · $1.1M
2019 · 13 grants to organizations · $468K
2018 · 13 grants to organizations · $536K
2017 · 13 grants to organizations · $477K
2016 · 16 grants to organizations · $428K
2015 · 15 grants to organizations · $440K
2014 · 14 grants to organizations · $475K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2017 · 1 contributor · $503K
#ContributorTypeCity, stateTotalNoncashSource
1 ANN E MIDDELTHON REVOCABLE TRUST Organization or other HILTON HEAD ISLAND, SC $502,520$502,520 Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $400K
#ContributorTypeCity, stateTotalNoncashSource
1 ANN E MIDDELTHON Organization or other HILTON HEAD ISLAND, SC $400,427$400,427 Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $502K
#ContributorTypeCity, stateTotalNoncashSource
1 ANN E MIDDELTHON Person HILTON HEAD ISLAND, SC $502,200$502,200 Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $476K
#ContributorTypeCity, stateTotalNoncashSource
1 ANN E MIDDELTHON Person HILTON HEAD ISLAND, SC $476,171$476,171 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,311,933$1,024,885 $12,129,793$12,129,793 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$604,613$845,666 $11,842,745$11,842,745 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$70,008$890,573 $12,083,798$12,083,798 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,564,116$604,866 $12,904,363$12,904,363 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$2,572,602$1,356,714 $11,945,113$11,945,113 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$943,628$680,381 $10,720,239$10,720,239 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$966,841$747,572 $10,458,988$10,458,988 -- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,625,862$648,708 $10,238,988$10,238,988 $502,520- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,110,241$598,269 $9,765,844$9,765,844 $400,427- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,402,958$652,385 $9,652,935$9,652,935 $502,200- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,677,089$633,512 $9,372,737$9,372,737 $476,171- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ULM FAMILY FOUNDATION INCGAT20 $1,230,851$1,382,806 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
GUY MILLNER FAMILY FOUNDATIONGAT20 $1,444,750$1,450,505 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
DOT AND LAM HARDMAN FAMILY FOUNDATION INCGAT20 $1,255,978$391,071 TREASURER$0 Same NTEE code T20, revenue within 2x, same state
MOOKERJI FOUNDATIONGAT20 $1,209,881$607,805 FINANCIAL ANALYST$70,000 Same NTEE code T20, revenue within 2x, same state
HUGH M INMAN FOUNDATION INCGAT20 $1,347,715$413,603 CHAIRMAN, TREASURER$0 Same NTEE code T20, revenue within 2x, same state
THE RUFFWOOD FOUNDATIONGAT20 $1,458,767$1,786,261 Trustee$0 Same NTEE code T20, revenue within 2x, same state
FARIDEH AND ALI AZADI FOUNDATION INCGAT20 $1,448,722$521,973 PRESIDENT & TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JP BRINKER-UYS FOUNDATIONGAT20 $1,299,380$59,017 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
LORETHA AND PAUL THIELE CHARITABLE TRGAT20 $1,203,145$628,586 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
VIRGINIA KIMBROUGH CLARK REESE & THOMAS MATT REESE TRUSTGAT20 $1,436,446$1,298,721 TRUSTEE$191,609 Same NTEE code T20, revenue within 2x, same state
MERRION FAMILY FOUNDATIONDET20 $1,249,317$731,496 VP$0 Same NTEE code T20, revenue within 2x, similar name
STS FAMILY FOUNDATIONNDT20 $1,304,633$75,002 President$0 Same NTEE code T20, revenue within 2x, similar name
HJM FAMILY FOUNDATIONCAT20 $1,284,906$287,943 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
GAT FAMILY FOUNDATIONCAT20 $1,225,312$569,950 DIRECTOR AND PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MASSEY FAMILY FOUNDATIONOKT20 $1,304,570$3,005,567 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
MENARD FAMILY FOUNDATIONCAT20 $1,465,409$967,287 TRUSTEE$75,000 Same NTEE code T20, revenue within 2x, similar name
PECK FAMILY FOUNDATIONTXT20 $1,278,551$231,248 Director$30,000 Same NTEE code T20, revenue within 2x, similar name
FLYNN FAMILY FOUNDATIONMET20 $1,363,046$316,673 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
COIT FAMILY FOUNDATIONCAT20 $1,246,728$2,355,263 DIRECTOR, PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
HURD FAMILY FOUNDATIONCOT20 $1,383,431$123,038 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
LEMON FAMILY FOUNDATIONOKT20 $1,385,883$199,836 Executive Dir.$0 Same NTEE code T20, revenue within 2x, similar name
RUVO FAMILY FOUNDATIONNVT20 $1,240,887$632,466 President$0 Same NTEE code T20, revenue within 2x, similar name
BELL FAMILY FOUNDATIONCAT20 $1,199,737$764,733 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
MASHHOON FAMILY FOUNDATIONCAT20 $1,262,000$1,253,020 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
ANDERSON FAMILY FOUNDATIONMNT20 $1,428,461$455,263 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
LOOMIS FOUNDATION INC Private foundation$14,057,6951 12023–2023 LOOMIS FAMILY FOUNDATION INC
FENWICK COMMUNITY FUND DAF sponsor$48,7503 12022–2024 GOLDSTEIN FAMILY FOUNDATION
ONION FOUNDATION Private foundation$30,0001 12022–2022 QUIMBY FAMILY FOUNDATION
HEGI FAMILY FOUNDATION Private foundation$1,0001 12023–2023 MORNING STAR FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,024,885 spent · pay $0 · grants $730,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $730,200 71.2%
Fees: other professional $282,812 27.6%
Taxes $11,873 1.2%
Total$1,024,885100%

View the filing

2023 · Form 990PF · $845,666 spent · pay $0 · grants $587,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $587,000 69.4%
Fees: other professional $249,234 29.5%
Taxes $9,432 1.1%
Total$845,666100%

View the filing

2022 · Form 990PF · $890,573 spent · pay $0 · grants $582,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $582,000 65.4%
Fees: other professional $292,297 32.8%
Taxes $16,276 1.8%
Total$890,573100%

View the filing

2021 · Form 990PF · $604,866 spent · pay $0 · grants $264,000 · events $0
LineAs describedTotalShare
Fees: other professional $283,099 46.8%
Contributions, gifts, grants paid $264,000 43.6%
Taxes $57,767 9.6%
Total$604,866100%

View the filing

2020 · Form 990PF · $1,356,714 spent · pay $0 · grants $1,105,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,105,000 81.4%
Fees: other professional $232,486 17.1%
Taxes $19,228 1.4%
Total$1,356,714100%

View the filing

2019 · Form 990PF · $680,381 spent · pay $0 · grants $468,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $468,000 68.8%
Fees: other professional $186,808 27.5%
Taxes $21,823 3.2%
Fees: accounting $3,750 0.6%
Total$680,381100%

View the filing

2018 · Form 990PF · $747,572 spent · pay $0 · grants $536,100 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $536,100 71.7%
Fees: other professional $178,215 23.8%
Taxes $29,757 4.0%
Fees: accounting $3,500 0.5%
Total$747,572100%

View the filing

2017 · Form 990PF · $648,708 spent · pay $0 · grants $477,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $477,000 73.5%
Fees: other professional $156,253 24.1%
Taxes $12,205 1.9%
Fees: accounting $3,250 0.5%
Total$648,708100%

View the filing

2016 · Form 990PF · $598,269 spent · pay $0 · grants $427,500 · events $7,563
LineAs describedTotalShare
Contributions, gifts, grants paid $427,500 71.5%
Fees: other professional $149,886 25.1%
Taxes $10,070 1.7%
Travel, conferences and meetings $7,563 1.3%
Fees: accounting $3,250 0.5%
Total$598,269100%

View the filing

2015 · Form 990PF · $652,385 spent · pay $0 · grants $440,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $440,000 67.4%
Fees: other professional $180,350 27.6%
Taxes $25,535 3.9%
Fees: accounting $6,500 1.0%
Total$652,385100%

View the filing

2014 · Form 990PF · $633,512 spent · pay $0 · grants $475,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $475,000 75.0%
Fees: other professional $142,638 22.5%
Taxes $15,874 2.5%
Total$633,512100%

View the filing