Civic Intelligence

Heather and Julia Middlebrook Forbes Charitable Uad 12/19/07

EIN 26-6155770 • Boston, MA

Two Hawthorne Place 16 NBoston, MA 02114
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.03x

Higher debt load relative to assets than 64% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.68x

Higher debt load relative to revenue than 91% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

22nd percentile

-15%

Higher net margin than 22% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$512,287

Down $4,012 (-0.8%) from 2023

Liabilities

Up

$17,469

Up $2,090 (+14%) from 2023

Net Assets

Down

$494,818

Down $6,102 (-1.2%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin22nd percentile

Revenue

Up

$25,595

Up $3,953 (+18%) from 2023

Expenses

Up

$29,384

Up $5,684 (+24%) from 2023

Net Income

Down

-$3,789

Down $1,731 (-84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $440,309Liabilities 2015: $0Net Assets 2015: $440,3092015Assets 2016: $434,194Liabilities 2016: $2,622Net Assets 2016: $431,5722016Assets 2017: $418,329Liabilities 2017: $2,729Net Assets 2017: $415,6002017Assets 2018: $399,189Liabilities 2018: $2,910Net Assets 2018: $396,2792018Assets 2019: $399,481Liabilities 2019: $5,345Net Assets 2019: $394,1362019Assets 2020: $383,528Liabilities 2020: $0Net Assets 2020: $383,5282020Assets 2021: $378,872Liabilities 2021: $7,880Net Assets 2021: $370,9922021Assets 2022: $514,983Liabilities 2022: $12,005Net Assets 2022: $502,9782022Assets 2023: $516,299Liabilities 2023: $15,379Net Assets 2023: $500,9202023Assets 2024: $512,287Liabilities 2024: $17,469Net Assets 2024: $494,8182024

Highlighted filing

2024

Assets$512,287
Liabilities$17,469
Net Assets$494,818
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2015: $92,499Expenses 2015: $17,076Net Income 2015: $75,4232015Revenue 2016: $14,829Expenses 2016: $23,566Net Income 2016: -$8,7372016Revenue 2017: $19,827Expenses 2017: $35,799Net Income 2017: -$15,9722017Revenue 2018: $21,738Expenses 2018: $41,059Net Income 2018: -$19,3212018Revenue 2019: $19,405Expenses 2019: $21,548Net Income 2019: -$2,1432019Revenue 2020: $15,133Expenses 2020: $25,741Net Income 2020: -$10,6082020Revenue 2021: $26,804Expenses 2021: $39,471Net Income 2021: -$12,6672021Revenue 2022: $177,400Expenses 2022: $45,414Net Income 2022: $131,9862022Revenue 2023: $21,642Expenses 2023: $23,700Net Income 2023: -$2,0582023Revenue 2024: $25,595Expenses 2024: $29,384Net Income 2024: -$3,7892024

Highlighted filing

2024

Revenue$25,595
Expenses$29,384
Net Income-$3,789
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,287
Liabilities
$17,469
Net assets
$494,818
Revenue
$25,595
Expenses
$29,384
Net income
-$3,789
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.17$4.95$0.26$0.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.15$5.01$0.22$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$5.15$0.12$5.03$1.77$0.45$1.32
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.08$3.71$0.27$0.39$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.15$0.26$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.05$3.94$0.19$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.03$3.96$0.22$0.41$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.18$0.03$4.16$0.20$0.36$0.16
2016Detailed filing. Detailed filing data is available for this year.$4.34$0.03$4.32$0.15$0.24$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.92$0.17$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIA M FORBESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Heather and Julia Middlebrook Forbes
EIN
26-6155770
Phone
6176426362
Address
TWO HAWTHORNE PLACE 16 N, BOSTON, MA 02114

Signing Officer

Name
Julia Forbes
Title
Trustee
Phone
6176426362
Signed
2025-09-12
Discuss with paid preparer
Yes

Preparer

Firm
GRASSI & CO CPA'S PC
Address
300 FIRST AVENUE SUITE 102, NEEDHAM, MA 02494
Preparer
Thomas M Kreckler CPA
Phone
7814001625
Raw XML Appendix294 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106794
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202114
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt024726
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt024726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013660
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01567
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01274
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013660
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012386
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02313
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER CHANGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0794
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY AND INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0794
TaxesSchedule/TaxesDetail/Amt0500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIA FORBES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06176426362
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEATHER AND JULIA MIDDLEBROOK FORBES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE UAD 12/19/07
ReturnHeader/Filer/BusinessNameControlTxt0HEAT
ReturnHeader/Filer/EIN0266155770
ReturnHeader/Filer/PhoneNum06176426362
ReturnHeader/Filer/USAddress/AddressLine1Txt0TWO HAWTHORNE PLACE 16 N
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113266576
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRASSI & CO CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 FIRST AVENUE SUITE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814001625
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M KRECKLER CPA
ReturnHeader/ReturnTs02025-09-12T16:46:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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