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EIN 26-6155770

Heather and Julia Middlebrook Forbes Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
2008
Most recent tax filings
2022-12-01
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...
Julia M Forbes Ttee
Total revenues
$177,400
2022
Total expenses
$45,414
2022
Total assets
$514,983
2022
Num. employees
0
2022

Program areas at Heather and Julia Middlebrook Forbes Charitable Trust

Federal tax refund on overpayment of taxes

Grants made by Heather and Julia Middlebrook Forbes Charitable Trust

GranteeGrant descriptionAmount
Washington Art Association IncorporatedContribution To the Robert Middlebrook Washington Art Scholarship Fund$6,000

Personnel at Heather and Julia Middlebrook Forbes Charitable Trust

NameTitleCompensation
Julia ForbesTrustee$0

Financials for Heather and Julia Middlebrook Forbes Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$4,994
Net rental income$0
Net gain from sale of non-inventory assets$172,406
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$177,400

Form 990s for Heather and Julia Middlebrook Forbes Charitable Trust

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
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) 227-2508
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
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