Stolberg Charitable Trust
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
Share of 2025 grant dollars across all 7 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2025 recipient was Harvard Medical School ($30K). Together the top 7 received $56K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard Medical School Boston, MA | General Operation Support | $30,000 |
| Women's Foundation of Boston Boston, MA | General Operation Support | $10,000 |
| Waves of Health Livingston, MA | General Operation Support | $5,000 |
| Womens Access Health Matters Greenwich, CT | General Operating Support | $5,000 |
| Food Link Arlington, MA | General Operation Support | $2,500 |
| Dignity Matters Westborough, MA | General Operation Support | $2,000 |
| Truro Historical Society Truro, MA | General Operation Support | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 7, 2026)
- 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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