Stolberg Charitable Trust

WEST NEWTON, MA EIN: 86-6613831

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonJamacia PlainLivingstonNew YorkTruroWest Newton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$135K$269K$404K$539K2021202220232024
Metric202420232022
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

$0$13K$25K$38K$51K1 grants20210 grants20225 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

HARVARD MEDICAL SCHOOL$30KWOMEN'S FOUNDATION OF BO…$8KGREATER BOSTON FOOD BANK$3KTHE BRIDGID ALLIANCE$3KTRURO CENTER FOR THE ART…$3KTRURO HISTORICAL SOCIETY$3KWAVES OF HEALTH$3K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CAROL STOLBERGTRUSTEE4
ELIZABETH ENGELLENNERTRUSTEE4

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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