Nonprofit · EIN 55-6018247
GEORGE E STIFEL ENDOWMENT FUND
Tax-exempt · WHEELING, WV 26003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $709,761 | $410,025 | $299,736 | $3,681,845 | $0 | $3,681,845 |
| December 31, 2024 | 990 | $475,633 | $306,363 | $169,270 | $3,382,109 | $0 | $3,382,109 |
| December 31, 2023 | 990 | $365,761 | $374,473 | -$8,712 | $3,212,839 | $0 | $3,212,839 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $709,761
- Net gain from sales of assets
- $536,115
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $380,814
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $675
- Program services (functional)
- $380,814
- Management and general (functional)
- $29,211
Balance sheet and other
- Total assets, start of year
- $3,382,109
- Total assets, end of year
- $3,681,845
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,681,845
- Gross receipts
- $780,606
- Employees
- 0
- Year formed
- 1926
- State of legal domicile
- WV
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN C STAMP | TRUSTEE Trustee or director | – | $0 |
| DIANE E CROWL | TRUSTEE Trustee or director | – | $0 |
| PAULA M MCCLURE | TRUSTEE Trustee or director | – | $0 |
| WESBANCO BANK | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN C STAMP | TRUSTEE Trustee or director | – | $0 |
| DIANE E CROWL | TRUSTEE Trustee or director | – | $0 |
| PAULA M MCCLURE | TRUSTEE Trustee or director | – | $0 |
| WESBANCO BANK | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN C STAMP | TRUSTEE Trustee or director | – | $0 |
| DIANE E CROWL | TRUSTEE Trustee or director | – | $0 |
| PAULA M MCCLURE | TRUSTEE Trustee or director | – | $0 |
| WESBANCO BANK | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- 1 BANK PLZ, WHEELING, WV 26003-3543
- In care of
- % WESBANCO BANK
- Principal officer (990 for 2025)
- JOAN C STAMP, 2 CARRIAGE HOUSE, WHEELING, WV 26003
- Signed the 990
- JOAN C STAMP, TRUSTEE
- Phone
- (304) 234-9400
- Return prepared by
- WESBANCO BANK
Mission
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
Program accomplishments
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xpenses $380,814
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-6018247
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,681,845
- Income (IRS master file)
- $780,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $709,761 | $410,025 | $3,681,845 | XML |
| 990 | December 2024 | $475,633 | $306,363 | $3,382,109 | XML |
| 990 | December 2023 | $365,761 | $374,473 | $3,212,839 | XML |
| 990 | December 2022 | $414,150 | $319,991 | $3,221,551 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-6018247).
Questions about GEORGE E STIFEL ENDOWMENT FUND
- What is the EIN of GEORGE E STIFEL ENDOWMENT FUND?
- The employer identification number (EIN) of GEORGE E STIFEL ENDOWMENT FUND is 55-6018247.
- Is GEORGE E STIFEL ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to GEORGE E STIFEL ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does GEORGE E STIFEL ENDOWMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GEORGE E STIFEL ENDOWMENT FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE E STIFEL ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of GEORGE E STIFEL ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 names JOAN C STAMP.
- Who are the officers and directors of GEORGE E STIFEL ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does GEORGE E STIFEL ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $709,761, expenses of $410,025 and total assets of $3,681,845 at year end.
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All nonprofits in WHEELING · West Virginia · Philanthropy, voluntarism and grantmaking foundations