· Private foundation
Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
98% of Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07’s FY2025 grant dollars went to Fidelity Investments Charitable Gift Fund, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 1 organization directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Where the money goes
Grants by size, and the largest recipients.
By grant size · FY2025
- $10k–50k1 grant · $10k
- $250k+1 grant · $400k
| Recipient | Amount |
|---|---|
| FIDELITY INVESTMENT CHARITABLE GIFT FUND | $400,000 |
| WASHINGTON ART ASSOCIATION | $10,000 |
Does the money reach high-need areas?
Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.
Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 14%, against an area that typically sits at 16%. 66% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.
How this is measured
How this is measured
Where the work is directed
The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.
About 21% of Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07’s grant dollars are earmarked for a different county than the recipient’s own address. By recipient address, 37% of the giving stays in MA; by stated purpose, 29%.
How this is measured
5 grantees tracked through their own filings, 2017–2025.
Each grant beside the grantee’s revenue from every source, year by year.
How this is measured
Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 5 of the 6 grantees resolved in that span have returns of their own we could reconcile.
Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.
Where the money sits, by cause and then by grantee
Each grantee by its size and the funder’s share of it; top left is load-bearing
Grantee by grantee: a decade per organization, before and after funding
A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.
How much its grantees rely on government
Each dot is one organization Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07 funds: left to right is the share of its income from government, bottom to top the share from Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07. Bigger dots raise more.
- Steep Rock Association Inc: 19% of income from government
- Children's Hospital Corporation: 10% of income from government
- Washington Art Association Incorporated: 2% of income from government
How this is measured
Play a game based on Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07’s filings →