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 (2025) reports revenue of $21K, expenses of $410K, total assets of $106K. Imperigo tracks 19 reported grants from this foundation totaling approximately $596K.

EIN: 266155770 BOSTON, MA Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$21K
Total Expenses$410K
Total Assets$106K
Grants Given19
Grant Total$596K
Filing Years2020–2025

Sample Grants Given

FIDELITY INVESTMENT CHARITABLE GIFT FUND
CINCINNATI, OH · 2025
CONTRIBUTION TO DONOR-ADVISED FUND
$400,000
WASHINGTON ART ASSOCIATION
WASHINGTON DEPOT, CT · 2025
CONTRIBUTION TO THE IVANNA ORTEGA FUND
$10,000
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

Showing up to 5 of 19 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

CONTRIBUTION TO DONOR-ADVISED FUND
$400,000 1 grant
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 IVANNA ORTEGA FUND
$10,000 1 grant
CONTRIBUTION TO THE LEDBETTER SCHOLARSHIP FUND
$8,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $21K $410K $106K
2024 $26K $29K $512K
2023 $22K $24K $516K
2022 $177K $45K $515K
2020 $15K $26K $384K

Between 2020 and 2025, reported annual revenue grew from $15K to $21K (+39%), with total assets most recently reported at $106K.

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, OH.

CTMAOH

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

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