Heather And Julia Middlebrook Forbes Charitable Tr
- Assets
- $378.9k
- Revenue
- $26.8k
- Investments
- $365.2k
- Employees
- 0
- Location
- Boston, MA
- Founding
- 03/2008
- Data as of
- 12/2021
- EIN
- 26-6155770
Organization Overview
Heather And Julia Middlebrook Forbes Charitable Tr is located in Boston, MA. The organization was established in 2008. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heather And Julia Middlebrook Forbes Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Heather And Julia Middlebrook Forbes Charitable Tr generated $26.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (16.2%) each year. All expenses for the organization totaled $39.5k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Heather And Julia Middlebrook Forbes Charitable Tr has awarded 13 individual grants totaling $144,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $10,596 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $16,208 |
| Capital Gain Net Income | $16,208 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $26,804 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $144 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $35 |
| Total operating and administrative expenses | $3,471 |
| Contributions, gifts, grants paid | $36,000 |
| Total expenses and disbursements | $39,471 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $13,649 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $378,872 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $7,880 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $7,880 |
Grants Awarded
Over the last fiscal year, Heather And Julia Middlebrook Forbes Charitable Tr has awarded $36,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
MASSACHUSETTS GENERAL HOSPITAL PURPOSE: TO HELP FUND PROGRAMS THAT GIVE PATIENTS ACCESS TO THE LATEST ADVANCED TECHNOLOGIES, CLINICAL TRIALS, AND PROMISING TREATMENTS. | $25,000 |
Washington Depot, CT PURPOSE: CONTRIBUTION TO THE ROBERT MIDDLEBROOK WASHINGTON ART SCHOLARSHIP FUND | $6,000 |
STEEP ROCK ASSOCIATION PURPOSE: 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. | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Richard K Lubin Family Foundation Boston, MA | $152,996,918 | $13,537,947 |
The Selz Foundation New York, NY | $142,395,054 | $24,456,334 |
The Derfner Foundation New York, NY | $158,472,968 | $13,106,656 |
Jill Roberts Charitable Foundation Inc Garden City, NY | $11,485 | $9,710,793 |
James And Merryl Tisch Foundation Inc New York, NY | $1,291,425 | $11,020,609 |
Tortuga Foundation New York, NY | $110,168,381 | $33,186,414 |
The Joseph H Flom Foundation New York, NY | $6,836,169 | $3,314,736 |
The Applebaum Foundation Inc New York, NY | $229,643,281 | $16,929,047 |
Deutsche Bank Americas Foundation New York, NY | $38,867,163 | $11,020,529 |
Charles A Dana Fdn Inc New York, NY | $248,257,333 | $20,769,847 |
Motulsky-Nacht Family Foundation New York, NY | $171,149,787 | $10,722,392 |
Griffith R Harsh Iv And Margaret Cwhitman Charitable Foundation Albany, NY | $153,022,620 | $10,234,389 |