Stolberg Charitable Trust

Private foundation · Grantmaker West Newton, MA EIN: 86-6613831

Stolberg Charitable Trust is a private foundation, based in West Newton, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $407K in total assets. In 2025, it awarded 7 grants totaling $56K. Net investment income was $35K.

Key facts about Stolberg Charitable Trust

In short: Stolberg Charitable Trust gave $56K across 7 grants in 2025 (avg $8K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
86-6613831
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$56,000
Grants made (2025)
7
Average grant
$8,000
Median grant
$5,000
Total assets
$406,782
Primary geography
Massachusetts (91% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$407K

-5.0% YoY

Annual Giving

$56K

+10.9% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$8K

+10.9% YoY

Under IRS private-foundation payout rules, Stolberg Charitable Trust reported a distributable amount of $67K for 2025 — the minimum it must pay out in qualifying distributions.

How Stolberg Charitable Trust gives

  • In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

BostonTruroLivingstonArlingtonGreenwichJamacia PlainNew YorkWest NewtonWestborough

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2021 0 grants2022 5 grants2023 7 grants2024 7 grants2025

From 2021 to 2025, annual grant giving ranged from $10K (2021) to $56K (2025). In 2025 it made 7 grants totaling $56K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Harvard Medical School: $30KHarvard Medical School$30KWomen's Foundation of Boston: $10KWomen's Foundation of Boston$10KWaves of Health: $5KWaves of Health$5KWomens Access Health Matters: $5KWomens Access Health Matters$5KFood Link: $3KFood Link$3KDignity Matters: $2KDignity Matters$2KTruro Historical Society: $2KTruro Historical Society$2K

The largest 2025 recipient was Harvard Medical School ($30K). Together the top 7 received $56K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Harvard Medical School Boston, MAGeneral Operation Support$30,000
Women's Foundation of Boston Boston, MAGeneral Operation Support$10,000
Waves of Health Livingston, MAGeneral Operation Support$5,000
Womens Access Health Matters Greenwich, CTGeneral Operating Support$5,000
Food Link Arlington, MAGeneral Operation Support$2,500
Dignity Matters Westborough, MAGeneral Operation Support$2,000
Truro Historical Society Truro, MAGeneral Operation Support$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$406,782$428,313$476,439
Revenue$41,885$12,764$35,880
Expenses$63,458$60,846$53,315
Qualifying Distributions$57,840$53,324$45,439
Net Investment Income$35,414$13,934$26,517
Distributable Amount$66,835$62,833$52,652

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 7, 2026)
  2. IRS filings on file for fiscal years 2021–2024

Leadership & Key People

Officers and directors from IRS filings

Stolberg Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carol Stolberg

    Trustee

    On filings since 2021

    4 hrs/week

    No compensation reported

  • Elizabeth Engellenner

    Trustee

    On filings since 2023

    4 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Stolberg Charitable Trust

How much does Stolberg Charitable Trust give each year?

Stolberg Charitable Trust gave $56K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 7 grants.

What is Stolberg Charitable Trust's typical grant size?

Stolberg Charitable Trust's median grant in 2025 was $5,000, and its average grant was $8,000, across 7 grants on its 2025 IRS Form 990-PF.

Where does Stolberg Charitable Trust give grants?

Stolberg Charitable Trust gives mostly in Massachusetts: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (9%). The most frequent recipient cities were Boston, MA (2 grants).

Does Stolberg Charitable Trust give general operating support?

Yes: 100% of Stolberg Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Stolberg Charitable Trust's largest grantees?

Stolberg Charitable Trust's largest 2025 grantees include Harvard Medical School ($30,000), Women's Foundation of Boston ($10,000) and Waves of Health ($5,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is Stolberg Charitable Trust?

Stolberg Charitable Trust reported $407K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $67K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Stolberg Charitable Trust's EIN?

Stolberg Charitable Trust's EIN (Employer Identification Number) is 86-6613831. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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