Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07
Preselected recipients only
Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 is a private foundation in Boston, Massachusetts. In tax year 2025 it gave $410,000 in 2 grants; the typical grant was $205,000 and the largest $400,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$410,000
- Number of grants2
- Typical grant$205,000
- Largest grant$400,000
- Assets$106,258
- New grantees50%
Giving in 2025 was up from $26,000 the year before.
50% of its 2025 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $16,500 | 2 | $513,986 |
| 2024 | $26,000 | 3 | $512,725 |
| 2025 | $410,000 | 2 | $106,258 |
How to apply
Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 funds
Where it gives
Its grants went to recipients in 2 states, the most to Ohio.
| State | Grants | Amount |
|---|---|---|
| Ohio | 1 | $400,000 |
| Connecticut | 1 | $10,000 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investment Charitable Gift Fund | Contribution to donor-advised fund | $400,000 |
| Washington Art Association | Contribution to the ivanna ortega fund | $10,000 |
Officers and trustees
- Julia M Forbes
Questions people ask
Does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 give?
$410,000 in tax year 2025, across 2 grants, with a typical grant of $205,000.
Who runs Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07?
Its 2025 filing lists Julia M Forbes (Trustee).
What does Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 fund?
Based on its grants, mainly arts and culture.