Stolberg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST NEWTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $428K in total assets. In 2024, it awarded 7 grants totaling $51K. Net investment income was $14K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$428K
-10.1% YoY
Annual Giving
$51K
+17.4% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$7K
-16.1% YoY
Under IRS private-foundation payout rules, Stolberg Charitable Trust reported a distributable amount of $63K for 2024 — the minimum it must pay out in qualifying distributions.
About Stolberg Charitable Trust
Based on IRS filings
Stolberg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST NEWTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $428K in total assets. In 2024, it awarded 7 grants totaling $51K. Net investment income was $14K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $428,313 | $476,439 | $493,874 |
| Revenue | $12,764 | $35,880 | $19,269 |
| Expenses | $60,846 | $53,315 | $4,405 |
| Qualifying Distributions | $53,324 | $45,439 | $1,105 |
| Net Investment Income | $13,934 | $26,517 | $14,699 |
| Distributable Amount | $62,833 | $52,652 | $52,779 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Harvard Medical School ($30,000), Women's Foundation of Boston ($8,000), Greater Boston Food Bank ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| GREATER BOSTON FOOD BANK BOSTON, MA | GENERAL OPERATION SUPPORT | $2,500 |
| HARVARD MEDICAL SCHOOL BOSTON, MA | GENERAL OPERATION SUPPORT | $30,000 |
| THE BRIDGID ALLIANCE NEW YORK, NY | GENERAL OPERATION SUPPORT | $2,500 |
| TRURO CENTER FOR THE ARTS AT CASTLE HILL TRURO, MA | GENERAL OPERATING SUPPORT | $2,500 |
| TRURO HISTORICAL SOCIETY TRURO, MA | GENERAL OPERATION SUPPORT | $2,500 |
| WAVES OF HEALTH LIVINGSTON, MA | GENERAL OPERATION SUPPORT | $2,500 |
| WOMEN'S FOUNDATION OF BOSTON BOSTON, MA | GENERAL OPERATION SUPPORT | $8,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROL STOLBERG | TRUSTEE | 4 | — |
| ELIZABETH ENGELLENNER | TRUSTEE | 4 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stolberg Charitable Trust?
Stolberg Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEST NEWTON, MA. It holds $428K in total assets as of 2024.
How large is Stolberg Charitable Trust?
As of 2024, Stolberg Charitable Trust holds $428K in total assets with $13K in annual revenue. It awarded 7 grants totaling $51K in 2024.
Where does Stolberg Charitable Trust operate?
Stolberg Charitable Trust has awarded grants in Massachusetts, New York.
What size grants does Stolberg Charitable Trust award?
In 2024, Stolberg Charitable Trust awarded 7 grants totaling $51K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Stolberg Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stolberg Charitable Trust reported a distributable amount of $63K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Explore Open Grants
Browse active grant opportunities in Stolberg Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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