Heather and Julia Middlebrook Forbes
Heather and Julia Middlebrook Forbes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $512K in total assets. In 2024, it awarded 3 grants totaling $26K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$512K
-0.8% YoY
Annual Giving
$26K
+57.6% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$9K
+5.1% YoY
Under IRS private-foundation payout rules, Heather and Julia Middlebrook Forbes reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Heather and Julia Middlebrook Forbes
Based on IRS filings
Heather and Julia Middlebrook Forbes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $512K in total assets. In 2024, it awarded 3 grants totaling $26K. Net investment income was $23K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $512,287 | $516,299 | $514,983 |
| Revenue | $25,595 | $21,642 | $177,400 |
| Expenses | $29,384 | $23,700 | $45,414 |
| Qualifying Distributions | $26,000 | $16,500 | $36,000 |
| Net Investment Income | $22,746 | $14,477 | $167,986 |
| Distributable Amount | $24,726 | $24,909 | $25,181 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Massachusetts General Hospital ($10,000), Washington Art Association ($8,000), Washington Art Association ($8,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WASHINGTON ART ASSOCIATION WASHINGTON DEPOT, CT | CONTRIBUTION TO THE EASLEY SCHOLARSHIP FUND | $8,000 |
| WASHINGTON ART ASSOCIATION WASHINGTON DEPOT, CT | CONTRIBUTION TO THE LEDBETTER SCHOLARSHIP FUND | $8,000 |
| MASSACHUSETTS GENERAL HOSPITAL BOSTON, MA | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING TREATMENTS. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JULIA M FORBES | TRUSTEE | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Heather and Julia Middlebrook Forbes?
Heather and Julia Middlebrook Forbes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $512K in total assets as of 2024.
How large is Heather and Julia Middlebrook Forbes?
As of 2024, Heather and Julia Middlebrook Forbes holds $512K in total assets with $26K in annual revenue. It awarded 3 grants totaling $26K in 2024.
Where does Heather and Julia Middlebrook Forbes operate?
Heather and Julia Middlebrook Forbes has awarded grants in Connecticut, Massachusetts.
What size grants does Heather and Julia Middlebrook Forbes award?
In 2024, Heather and Julia Middlebrook Forbes awarded 3 grants totaling $26K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Heather and Julia Middlebrook Forbes required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heather and Julia Middlebrook Forbes reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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