Private Foundation

HEATHER AND JULIA MIDDLEBROOK FORBES CHARITABLE UAD 12/19/07

HEATHER AND JULIA MIDDLEBROOK FORBES CHARITABLE UAD 12/19/07 is a private foundation categorized as Private Foundation based in BOSTON, MA. Its most recent IRS filing (2024) reports revenue of $26K, expenses of $29K, total assets of $512K. Imperigo tracks 17 reported grants from this foundation totaling approximately $186K.

EIN: 266155770 BOSTON, MA Latest filing: 2024

Total Revenue$26K

Total Expenses$29K

Total Assets$512K

Grants Given17

Grant Total$186K

Filing Years2019–2024

Sample Grants Given

MASSACHUSETTS GENERAL HOSPITAL

BOSTON, MA · 2024

TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING TREATMENTS.

$10,000

WASHINGTON ART ASSOCIATION

WASHINGTON DEPOT, CT · 2024

CONTRIBUTION TO THE EASLEY SCHOLARSHIP FUND

$8,000

WASHINGTON ART ASSOCIATION

WASHINGTON DEPOT, CT · 2024

CONTRIBUTION TO THE LEDBETTER SCHOLARSHIP FUND

$8,000

WASHINGTON ART ASSOCIATION

WASHINGTON DEPOT, CT · 2023

CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND

$14,000

WASHINGTON ART ASSOCIATION

WASHINGTON DEPOT, CT · 2023

EVENT SPONSORSHIP

$2,500

Showing up to 5 of 17 total records — full history available with membership.

Officers & Directors

TRUSTEE Julia M Forbes

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING TREATMENTS.

$126,000 7 grants

CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND

$37,000 6 grants

CONTRIBUTION TO THE EASLEY SCHOLARSHIP FUND

$8,000 1 grant

CONTRIBUTION TO THE LEDBETTER SCHOLARSHIP FUND

$8,000 1 grant

AT REQUEST OF PERSON WHO SPOKE AT ARCHIBUS CONFERENCE, IN LIEU OF A SPEAKING FEE.

$5,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$26K	$29K	$512K
2023	$22K	$24K	$516K
2022	$177K	$45K	$515K
2020	$15K	$26K	$384K
2019	$19K	$22K	$399K

Between 2019 and 2024, reported annual revenue grew from $19K to $26K (+32%), with total assets most recently reported at $512K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, MA.

CTMA

Full geographic grant map with state-by-state breakdown available with membership.

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