Heather And Julia Middlebrook Forbes | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Heather And Julia Middlebrook Forbes. Data shown is extracted from Form 990-PF filings.

EIN: 26-6155770

Foundation Overview

Based in Boston, MA, Heather And Julia Middlebrook Forbes has awarded 23 grants totaling $296,500 to organizations in Massachusetts and Connecticut. Individual grants range from $2,500 to $30,000, with a median award of $8,000.

Latest Tax Year
2024
Total Giving (all years)
$296,500
Total Assets
$512,725
Median Grant (all grants)
$8,000

Latest Form 990-PF Snapshot

Total Grants
3
Median Grant
$8,000
% No Significant Change
-3% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Connecticut

52% of grants are awarded in Connecticut, with additional funding distributed across 1 other locations. The foundation balances regional focus with broader geographic diversity. Within Connecticut, funding concentrates in Washington Depot (92%), New Preston (8%).

Funding Trajectory
+44%

Moderate 44% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Education + 2 others

Diversified giving across multiple program areas with primary emphasis on education (56%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Heather And Julia Middlebrook Forbes's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Washington Art Association $8,000 Washington Depot, CT, US Contribution To The Easley Scholarship Fund 2024
Washington Art Association $8,000 Washington Depot, CT, US Contribution To The Ledbetter Scholarship Fund 2024
Massachusetts General Hospital $10,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2024
Washington Art Association $14,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2023
Washington Art Association $2,500 Washington Depot, CT, US Event Sponsorship 2023
Massachusetts General Hospital $30,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2022
Washington Art Association $6,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2022
Massachusetts General Hospital $30,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2022
Washington Art Association $6,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2022
Massachusetts General Hospital $30,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2022
Washington Art Association $6,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2022
Massachusetts General Hospital $25,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2021
Steep Rock Association $5,000 New Preston, CT, US To Conserve Ecologically And Historically Significant Landscapes And Riparian Corridors In And Around Washington, Ct And To Enhance The Community's Connection To Nature Through Outreach, Education, And Passive Recreation. 2021
Washington Art Association $6,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2021
Massachusetts General Hospital $16,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2020
Washington Art Association $6,000 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2020
Massachusetts General Hospital $20,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2018
Washington Art Association $2,500 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2018
Boston Children's Hospital $10,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2018
Innercity Weightlifting $5,000 Boston, MA, US At Request Of Person Who Spoke At Archibus Conference, In Lieu Of A Speaking Fee. 2018
Massachusetts General Hospital $30,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2017
Washington Art Association $2,500 Washington Depot, CT, US Contribution To The Robert Middlebrook Washington Art Scholarship Fund 2017
Massachusetts General Hospital $18,000 Boston, MA, US To Help Fund Programs That Give Patients Access To The Latest Advanced Technologies, Clinical Trials, And Promising Treatments. 2016

Foundations Similar to Heather And Julia Middlebrook Forbes

Discover 5 foundations with comparable assets ($509,999-$519,161), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 13-3960545 | 32 grants awarded
$510,694
(≈ Similar)
$5,000
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 20-6080933 | 9 grants awarded
$509,999
(≈ Similar)
$9,395
median grant
Plymouth, MA
Same state
100%
Excellent match

EIN: 25-6824995 | 177 grants awarded
$515,735
(≈ Similar)
$5,000
median grant
Boston, MA
Same state
100%
Excellent match

EIN: 04-6528278 | 19 grants awarded
$518,545
(≈ Similar)
$5,700
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 45-6011859 | 24 grants awarded
$519,161
(≈ Similar)
$10,000
median grant
Wellesley, MA
Same state
99%
Excellent match

Contact Information

Official contact details for Heather And Julia Middlebrook Forbes as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 26-6155770
Website N/A
Address 2 HAWTHORNE PL APT 16N Boston, MA 02114-2316

Key People (1)

Board members, trustees, and key staff who oversee Heather And Julia Middlebrook Forbes's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Julia M Forbes

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Heather And Julia Middlebrook Forbes is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.