2024-06-21T17:01:16-05:00 2023-12-31 WESBANCO BANK 1 BANK PLAZA WHEELING WV 26003 990 2023-01-01 556018247 GEORGE E STIFEL ENDOWMENT FUND STIF 3042349400 1 BANK PLAZA WHEELING WV 26003 JOAN C STAMP TRUSTEE 3042349400 2024-06-21 true true PHILLIPS K MCCLUSKEY 3042349400 2024-06-21 2023 2023-04-26 12:10:37Z JOAN C STAMP 2 CARRIAGE HOUSE WHEELING WV 26003 381516 false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false false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true false false false false false false false false true false true false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 3 3 true false false false false false false true true true false true false false false false false false WV X WESBANCO BANK 3042349400 1 BANK PLAZA WHEELING WV 26003 X JOAN C STAMP TRUSTEE X 0 0 0 DIANE E CROWL TRUSTEE X 0 0 0 PAULA M MCCLURE TRUSTEE X 0 0 0 WESBANCO BANK TRUSTEE X 0 0 0 0 0 0 false false false 148567 148567 232949 15755 217194 217194 217194 365761 365761 138119 138119 211540 211540 675 675 23692 23692 447 447 AWARD CEREMONY EXPENSE SECURITIES LITIGATION 374473 349659 24814 0 85351 94023 3799 2558 3132401 3116258 3221551 3212839 0 0 X 3221551 3212839 3221551 3212839 3221551 3212839 -8712 X false false false X X 3 OHIO COUNTY STUDENTS 556000374 2 true 211540 0 OHIO COUNTY SCHOOLS 556000374 2 true 79903 0 GEORGE E STIFEL SCHOLARSHIP FUND 553018248 10 true 58216 0 3 349659 0 true false false false false false false false false false false false false false false true false true 0 0 414150 365761 414150 365761 0 23525 23692 1226 1122 389399 340947 8169374 7926638 132327 161679 0 8301701 8088317 0 0 8301701 8088317 124526 121325 8177175 7966992 286201 278845 0 286201 278845 389399 330989 286201 330989 0 330989 349659 0 0 0 0 0 349659 349659 330989 1.0 330989 7633 0 0 0 0 0 0 0 0 0 0 349659 7633 330989 11037 0 0 11037 0 0 0 0 11037 Lines 2 & 3 George E Stifel Endowment Fund, an organization described in Section 5 01(C)(3), is a trust created by George E Stifel on October 13, 1926. The individual trustees of George E Stifel Endowment Fund are decendan ts of Mr. Stifel. WesBanco Bank, the Endowment Trustee, is a bank. U nder the trust instrument, The George E Stifel Endowment Fund supports Ohio County Schools, a public school system in West Lines 2 & 3 (continued) Virginia described in Section 509(a)(1) and students attending Ohio Co unty Schools. The trust indenture provides that the Trustee has discr etion regarding the timing and amount of distributions consistent with the Trustee's fiduciary duties. Representatives of Trustee and Ohio County Schools have meetings during which they discuss the "Stifel Pri zes." The Stifel Prizes are awarded to Lines 2 & 3 (continued) students in 5th - 8th, and high school at each of the public schools w ithin Ohio County, WV, in such varying amounts to be determined by the Trustees. The prizes in 5th - 8th grades shall be awarded to the sch olar who shall have attained the best GPA in the previous school year. In high school, the awards may be made on the same basis, while taki ng into account for WESTEST scores, ACT Plan scores, & Lines 2 & 3 (continued) computes these scores and provides the information to the Trustees for review. The Trustees and Ohio County Schools discuss the award amount s per class and per ranking and the ways in which the Trustees and Ohi o County Schools believe the George E Stifel Endowment Fund can genera te income and invest its assets to award the "Stifel Prizes." Addition ally, the Trustees communicate regularly with Ohio County Lines 2 & 3 (continued) Schools regarding the investments and plans for distributions. Truste es provide Ohio County Schools with quarterly investment statements, t he information required under paragraph i(2) of this section, and an a nnual accounting statement. Based on these facts, George E. Stifel En dowment Fund meets the responsiveness test....with respect to Ohio Cou nty Schools. Line 5 George E Stifel Endowment Fund was responsive and attentive to Ohio County Schools and Ohio County Schools students. The amount of support received by Ohio County Schools is necessary to continue to fund the Stifel Prizes. Without the support, the Stifel Prizes would cease to exist. Regarding responsiveness, please see comments for Schedule A, Part IV, Section D above. All excess funds were Line 5 (continued) distributed to Ohio County Schools for various programs to benefit the students of Ohio County Schools. 7517172 1537536 349659 24814 8680235 9529131 -1691968 295240 24751 7517172 8094259 1691253 230056 26325 9529131 6973604 1376352 233318 22379 8094259 5665050 1543501 212903 22044 6973604 1.00000 false false APPLE INC 35412 C BOEING CO 70388 C BRISTOL-MYERS SQUIBB COMPANY 48430 C CHEVRON CORPORATION 31469 C CISCO SYSTEMS 37131 C COCA-COLA CO 47982 C COSTCO WHOLESALE CORP 54155 C DUKE ENERGY CORP 29547 C AT&T 4.25% 03/01/2027-2016 101348 C FEDERATED HERMES TOTAL RETURN BD FD 175000 C GENERAL MILLS INC 22605 C HOME DEPOT INC 18765 C HONEYWELL INTERNATIONAL INC 35974 C INTERNATIONAL BUSINESS MACHINES 58237 C I SHARES RUSSELL MIDCAP VALUE INDEX 199795 C I SHARES RUSSELL MIDCAP GROWTH INDE 119356 C JP MORGAN CHASE 68870 C JP MORGAN INTL RESEARCH ENHANCED EQ 76978 C MONDELEZ INTERNATIONAL 38123 C PIMCO TOTAL RETURN FUND - I #35 170011 C PAYPAL HOLDINGS 48020 C T ROWE PRICE SMALL CAP STOCK FD #65 100000 C TARGET CORP 3187 C TEXAS INSTRUMENTS INC 39929 C 3M COMPANY C VANGUARD S/T INVEST GR - ADM #539 150000 C VANGUARD EMERGING MARKETS ETF 74230 C WESMARK GOVERNMENT BOND FUND #556 240000 C WESMARK SMALL COMPANY FUND #391 100000 C JOHNSON & JOHNSON 41810 C US BANCORP 60472 C ISHARES NASDAQ BIOTECHNOLOGY INDEX 50175 C UNION PACIFIC CORP 61304 C ALPHABET INC CL C 30709 C ALPHABET INC CL A 30892 C EBAY INC 3.45% 08/01/2024-2024 99061 C AMAZON.COM INC 53320 C THERMO FISHER SCIENTIFIC 43649 C CVS HEALTH CORP 52934 C CHURCH & DWIGHT CO INC 49002 C MICROSOFT CORP 53307 C PPG INDUSTRIES 3.75% 03/15/2028-202 49758 C FEDEX CORP 54978 C DUKE ENERGY CORP 4.5% 95363 C JP MORGAN 4.005% 04/23/2029-2028 94582 C 3116258 EXPLANATION FOR SCHEDULE D, PART V, LINE 4 AT LEAST 85% OF THE ACCOUNTING INCOME INCLUDING SHORT TERM CAPITAL GAINS ARE TO BE DISTRIBUTED ANNUALLY AS THE GEORGE R STIFEL PRIZES TO STUDENTS IN 5TH-8TH GRADES AND IN HIGH SCHOOL AT EACH OF THE PUBLIC SCHOOLS WITHIN OHIO COUNTY, WV IN SUCH VARYING AMOUNTS TO BE DETERMINED BY THE TRUSTEES. THE PRIZES IN 5TH-8TH GRADES SHALL BE AWARDED TO THE SCHOLAR WHO SHALL HAVE ATTAINED THE BEST GPA IN THE PREVIOUS SCHOOL YEAR. IN HIGHT SCHOOL, THE AWARDS MAY BE MADE ON THE SAME BASIS OR FOR EXCELLENCE IN INDIVIDUAL STUDIES IN THE DISCRETION OF THE TRUSTEES. ANY EXCESS FUNDS AFTER PRIZES SHALL BE USED FOR SCHOLARSHIPS TO AID DESERVING STUDENTS TO OBTAIN A BETTER EDUCATION FROM SCHOOLS ADMINISTERED BY THE OHIO COUNTY BOARD OF EDUCATION. TO THE EXTENT THE TRUSTEES DO NOT AWARD ALL OF THE NET INCOME FOR THE PRIZES AND SCHOLARSHIPS FOR ANY YEAR, THE TRUST SHALL PAY THE EXCESS INCOME TO THE OVHS&E FOUNDATION AND MEDICAL PARK. true OHIO COUNTY SCHOOLS 2203 NATIONAL ROAD WHEELING WV 26003 556000374 501(C)(3) 79903 TO SUPPORT STUDENT PROGRAMMING IN OHIO COUNTY SCHOOLS GEORGE E STIFEL SCHOLARSHIP FUND C/O WESBANCO BANK 1 BANK PLAZA WHEELING WV 26003 556018248 501(C)(3) 58216 SCHOLARSHIPS FOR GRADUATES OF OHIO COUNTY (WV) SCHOOLS 2 GEORGE E STIFEL PRIZES AWARDED TO STUDENTS IN THE 5TH-8TH GRADES AND HIGH SCHOOL AT EACH OF THE PUBLIC SCHOOLS WITHING OHIO COUNTY, WV 233 211540 COLUMN A GEORGE E STIFEL PRIZES AWARDED TO STUDENTS IN THE 5TH-8TH GRADES AND HIGH SCHOOL AT EACH OF THE PUBLIC SCHOOLS WITHIN OHIO COUNTY, WV AND SCHOLARSHIPS AWARDED TO DESERVING STUDENTS WITHIN OHIO COUNTY, WV EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE DISBURSEMENTS MADE TO OHIO COUNTY SCHOOLS ARE USED FOR PROGRAMMING FOR OHIO COUNTY SCHOOLS STUDENTS. THE OHIO COUNTY BOARD OF EDUCATION USES THESE FUNDS SPECIFICALLY FOR THESE PROGRAMS AND MONITORS THEIR USE AND THE ENTIRE BUDGET OF THE OHIO COUNTY SCHOOLS SYSTEM. FORM 990, PAGE 6, PART VI, LINE 2 JOAN C STAMP, DIANE E CROWL, & PAULA M MCCLURE - FAMILY RELATIONSHIP FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW WHEN RECEIVED, FORM 990 IS REVIEWED BY ALL MEMBERS OF THE GOVERNING BODY AT THE TRUSTEES MEETING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 JOAN C STAMP, 2 CARRIAGE HOUSE, WHEELING, WV 26003DIANE E CROWL, 57 STAMM LANE, WHEELING, WV 26003PAULA M MCCLURE, RD #2 BOX 240, TRIADELPHIA, WV 26059 FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST, THE ORGANIZATION WILL MAKE A COPY OF ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC.