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
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
Ready to take the next step with Heather and Julia Middlebrook Forbes?
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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