George E Stifel Endowment Fund

WHEELING, WV EIN: 55-6018247

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

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.4M

+5.3% YoY

Annual Giving

$78K

-43.7% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$78K

+12.6% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$131K$262K$392K$523K20202021202220232024
Metric202420232022
Total Assets$3,382,109$3,212,839$3,221,551
Revenue$475,633$365,761$414,150
Expenses$306,363$374,473$319,991
Qualifying Distributions
Net Investment Income$475,633$365,761$414,150
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$69K$104K$138K1 grants20203 grants20211 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

OHIO COUNTY SCHOOLS$78K

Grant Size Distribution

8 grants across all recorded years

2<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does George E Stifel Endowment Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOAN C STAMPTRUSTEE
DIANE E CROWLTRUSTEE
PAULA M MCCLURETRUSTEE

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Wheeling

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

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