Heather and Julia Middlebrook Forbes
Heather and Julia Middlebrook Forbes is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $106K in total assets. In 2025, it awarded 2 grants totaling $410K. Net investment income was $3K.
Heather and Julia Middlebrook Forbes at a glance
In short: Heather and Julia Middlebrook Forbes gave $410K across 2 grants in 2025 (avg $205K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $410,000
- +1476.9% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $205,000
- +2265.4% vs 2024
- Median grant
- $205,000
- Total assets
- $106,258
- -79.3% vs 2024
- Primary geography
- Ohio (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Heather and Julia Middlebrook Forbes funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Fidelity Investment Charitable Gift Fund ($400K). Together the top 2 received $410K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 11 grants of 12 (92%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Heather and Julia Middlebrook Forbes gives
- Giving grew 1039% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $17K (2023) to $410K (2025). In 2025 it made 2 grants totaling $410K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investment Charitable Gift Fund Cincinnati, OH | Contribution to Donor-Advised Fund | $400,000 |
| Washington Art Association Washington Depot, CT | Contribution to the Ivanna Ortega Fund | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $106,258 | $21,002 | $410,000 | $410,000 | 2 | $410,000 | $3,396 | $7,819 |
| 2024 | $512,287 | $25,595 | $29,384 | $26,000 | 3 | $26,000 | $22,746 | $24,726 |
| 2023 | $516,299 | $21,642 | $23,700 | $16,500 | 2 | $16,500 | $14,477 | $24,909 |
| 2022 | $514,983 | $177,400 | $45,414 | $36,000 | 2 | $36,000 | $167,986 | $25,181 |
| 2021 | $378,872 | $26,804 | $39,471 | $36,000 | 3 | $36,000 | $23,333 | $30,105 |
| 2020 | $383,528 | $15,133 | $25,741 | $22,000 | 2 | — | $15,133 | $25,819 |
Under IRS private-foundation payout rules, Heather and Julia Middlebrook Forbes reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Heather and Julia Middlebrook Forbes is led by Julia M. Forbes, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Julia M. Forbes
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heather and Julia Middlebrook Forbes
How much does Heather and Julia Middlebrook Forbes give each year?
Heather and Julia Middlebrook Forbes gave $410K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 3 grants.
How large is Heather and Julia Middlebrook Forbes?
Heather and Julia Middlebrook Forbes reported $106K in total assets on its 2025 IRS Form 990-PF. It paid out $410K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
Where does Heather and Julia Middlebrook Forbes operate?
Heather and Julia Middlebrook Forbes has awarded grants in Connecticut, Massachusetts, Ohio.
What is Heather and Julia Middlebrook Forbes's EIN?
Heather and Julia Middlebrook Forbes's EIN (Employer Identification Number) is 26-6155770. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Heather and Julia Middlebrook Forbes funds
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