Heather and Julia Middlebrook Forbes
EIN 266155770Total Given 2016–2024
$224K
19 grants · $25K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $6K–$17K
grant size
40%
supporter · 2/5 multi-year
repeat
$513K
Assets (2024)
5
Distinct Recipients
About
"LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE""REASONABLE CAUSE WAIVER REQUEST - IRC 6651, FAILURE TO FILE PENALTY" "LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE"
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(617) 227-2508
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $18K | $454K | $15K | 1 |
| 2017 | $32K | $506K | $20K | 2 |
| 2018 | $38K | $428K | $22K | 4 |
| 2019 | N/A | $513K | $19K | N/A |
| 2020 | $22K | $559K | $15K | 2 |
| 2021 | $36K | $641K | $27K | 3 |
| 2022 | $36K | $515K | $177K | 2 |
| 2023 | $16K | $514K | $22K | 2 |
| 2024 | $26K | $513K | $26K | 3 |
Grant Size Distribution
Based on 19 grants on record
Minimum
$2K
25th Pctl
$6K
Median
$8K
Average
$12K
75th Pctl
$17K
Maximum
$30K
Geographic Distribution
Officers & Directors
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
JF
Julia M Forbes
9+ yrs
Trustee
Grants Awarded (19 total)
| Purpose | ||||
|---|---|---|---|---|
| Massachusetts General Hospital | Boston, MA | $30,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2017 |
| Massachusetts General Hospital | Boston, MA | $30,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2022 |
| Massachusetts General Hospital | Boston, MA | $25,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2021 |
| Massachusetts General Hospital | Boston, MA | $20,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2018 |
| Massachusetts General Hospital | Boston, MA | $18,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2016 |
| Massachusetts General Hospital | Boston, MA | $16,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2020 |
| Washington Art Association | Washington Depot, CT | $14,000 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2023 |
| Boston Children'S Hospital | Boston, MA | $10,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2018 |
| Massachusetts General Hospital | Boston, MA | $10,000 | TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING... | 2024 |
| Washington Art Association | Washington Depot, CT | $8,000 | CONTRIBUTION TO THE EASLEY SCHOLARSHIP FUND | 2024 |
| Washington Art Association | Washington Depot, CT | $8,000 | CONTRIBUTION TO THE LEDBETTER SCHOLARSHIP FUND | 2024 |
| Washington Art Association | Washington Depot, CT | $6,000 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2020 |
| Washington Art Association | Washington Depot, CT | $6,000 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2021 |
| Washington Art Association | Washington Depot, CT | $6,000 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2022 |
| Innercity Weightlifting | Boston, MA | $5,000 | AT REQUEST OF PERSON WHO SPOKE AT ARCHIBUS CONFERENCE, IN LIEU OF A SPEAKING FEE. | 2018 |
| Steep Rock Association | New Preston, CT | $5,000 | TO CONSERVE ECOLOGICALLY AND HISTORICALLY SIGNIFICANT LANDSCAPES AND RIPARIAN CORRIDORS IN AND AROUND WASHINGTON, CT... | 2021 |
| Washington Art Association | Washington Depot, CT | $2,500 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2018 |
| Washington Art Association | Washington Depot, CT | $2,500 | EVENT SPONSORSHIP | 2023 |
| Washington Art Association | Washington Depot, CT | $2,500 | CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | 2017 |