Private Foundation · MA · Private Grantmaking Foundations
Heather And Julia Middlebrook Forbes Charitable Tr
Boston, MA · EIN 266155770 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$512K
Total Giving
$110K
Grants on File
9
Average Grant
$12K
Giving Radius
Where Heather And Julia Middlebrook Forbes Charitable Tr Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Boston, MA | $16K | 2020 |
| Washington Depot, CT | $6K | 2020 |
| Boston, MA | $25K | 2021 |
| New Preston, CT | $5K | 2021 |
| Washington Depot, CT | $6K | 2021 |
| Washington Depot, CT | $14K | 2023 |
| Washington Depot, CT | $2K | 2023 |
| Washington Depot, CT | $6K | 2022 |
| Boston, MA | $30K | 2022 |
9 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $516K | $25K | $22K | $24K |
| 2022 | $515K | $25K | $177K | $45K |
| 2021 | $379K | $30K | $27K | $39K |
| 2020 | $384K | $26K | $15K | $26K |
| 2019 | $399K | $23K | $19K | $22K |
| 2015 | $440K | $20K | $92K | $17K |
| 2014 | $365K | $20K | $57K | $6K |
| 2013 | $314K | $19K | $22K | $33K |
| 2012 | $326K | $17K | $16K | $18K |
| 2011 | $327K | $17K | $191K | $6K |
Section VII
Foundations Like This One
Similar in focus area, location, and asset size. Worth researching as part of the same campaign.