1. Directory
  2. Massachusetts
  3. Boston
  4. Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07
EIN 26-6155770

Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
2008
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Heather and Julia Middlebrook Forbes Charitable Trust is a private foundation located in Boston, MA. It primarily funds programs that provide patients with access to advanced technologies, clinical trials, and promising treatments. Grantees include Massachusetts General Hospital and other organizations. Last year, the trust made three grants.
Also known as...
Heather and Julia Middlebrook Forbes Charitable Trust; Julia M Forbes Ttee
Total revenues
$21,642
2023
20192020202120222023$0$0.1m$0.2m
Total expenses
$23,700
2023
20192020202120222023$0$20k$40k
Total assets
$516,299
2023
20192020202120222023$0$0.4m
Num. employees
0
2023
2019202020212022202300.51

Program areas at Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

Federal tax refund on overpayment of taxes

Grants made by Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

GranteeGrant descriptionAmount
Washington Art Association IncorporatedContribution To the Robert Middlebrook Washington Art Scholarship Fund$14,000
Washington Art Association IncorporatedEvent Sponsorship$2,500

Financials for Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$21,642
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$21,642

Form 990s for Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-14990PFView PDF
2022-122023-07-17990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-10990PFView PDF
...and 8 more Form 990s

Organizations like Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07

OrganizationLocationRevenue
Et Neuberg FoundationWoodmere, NY$50,000
Kyoichi A Watanabe Family FoundMamaroneck, NY$50,529
Sheerr FoundationPhiladelphia, PA$13,160
Lin and Loveall FoundationHilton, NY$20,000
Christopher Michael Machado FoundationLinden, CA$8,046
Collins Pine MuseumChester, CA$74,534
Chamade FoundationLaguna Beach, CA$26,432
Atul & Raju Vachhani FoundationArroyo Grande, CA$54,053
Avos LabanimLos Angeles, CA$52,610
Farouk Shami Foundation for PeaceHouston, TX$22,517
Data update history
August 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 26, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 17, 2023
Used new vendors
Identified 1 new vendor, including
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
2 Hawthorne Pl 16 N
Boston, MA 02114
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 642-6362
IRS details
EIN
26-6155770
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2008
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07 has new information, or want to find more organizations like Heather and Julia Middlebrook Forbes Charitable Uad 12 / 19 / 07?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy