2026-07-17T10:53:38-05:00 2026-01-31 550718347 COSTANZO & ASSOCIATES PLLC 1341 NATIONAL ROAD WHEELING WV 26003 990PF 2025-02-01 556015330 W E STONE FOUNDATION C/O SECURITY NATIONAL TRUST CO WEST 3042335215 1300 CHAPLINE ST 3RD FL WHEELING WV 26003 ELIZABETH J POGGI PRESIDENT 3042335215 2026-07-17 1 MICHAEL D COSTANZO P01363117 3042424400 2026-07-17 X 2025 2025-03-06 01:10:19Z X 1754102 X X 33458 33458 43233 218810 43233 76691 76691 0 0 0 2350 1175 1175 9576 4788 4788 81 40 41 778 778 0 12785 6781 6004 85000 85000 97785 6781 91004 -21094 69910 9931 5885 5885 103 824312 807367 1748217 834346 813252 1754102 0 0 X 834346 813252 834346 813252 834346 813252 834346 -21094 0 813252 0 813252 SALE OF ASSETS P 218804 175577 43227 43227 CAP GAIN DIST. P 6 6 6 43233 972 0 972 0 972 497 0 0 0 497 9 484 0 0 0 0 0 0 0 0 0 0 1 1 WV 1 0 0 0 0 1 N/A SECURITY NATIONAL TRUST CO 3042335215 1300 CHAPLINE ST 3RD FL WHEELING WV 26003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDWARD C ARMBRECHT JR 907 CHESTNUT STREET CHARLESTON WV 25314 TRUSTEE 0.25 0 0 0 BEN EXLEY IV 1 FOREST HILLS DRIVE WHEELING WV 26003 TRUSTEE 0.25 0 0 0 EDWARD C ARMBRECHT III PO BOX 1933 CHARLESTON WV 25327 SECRETARY/TREASURER 0.25 0 0 0 ELIZABETH J POGGI 51 GLEN RIDGE LANE PITTSBURGH PA 15243 PRESIDENT/TREASURER 1.00 0 0 0 KATHLEEN MCDERMOTT 6 ORCHARD RD WHEELING WV 26003 TRUSTEE 0.25 0 0 0 CYNTHIA MORRISON 1300 CHAPLINE ST WHEELING WV 26003 TRUSTEE 0.25 0 0 0 STACY CHRISTIAN 2142 PRESIDENTIAL DR CHARLESTON WV 25314 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 1675444 7908 0 1683352 0 0 1683352 25250 1658102 82905 82905 972 972 81933 0 81933 0 81933 91004 0 91004 81933 0 0 15744 12878 1563 16160 12564 58909 91004 0 0 0 81933 9071 0 0 67980 0 0 0 0 0 0 15744 52236 12878 1563 16160 12564 9071 SECURITY NATIONAL TRUST CO 1300 CHAPLINE ST 3RD FL WHEELING WV 26003 3042335215 GENERAL INFORMATION N/A N/A ARTS AMPLIFIED 178 SUMMERS ST CHARLESTON WV 25301 NC SUPPORT 10000 EXPERIENCE LEARNING 81 WOODSLANDS AVE CIRCLEVILLE WV 26804 NC SCHOLARSHIPS AND WV PROGRAMS 10000 LINSLY SCHOOL KNOX LANE WHEELING WV 26003 NC FINANCIAL AID PROGRAM 5000 OGLEBAY FOUNDATION OGLEBAY DRIVE WHEELING WV 26003 NC RENOVATIONS 10000 OGLEBAY INSTITUTE OGLEBAY DRIVE WHEELING WV 26003 NC CAPITAL PROJECTS AND GENERAL FUND 8000 UNIVERSITY OF CHARLESTON 2300 MAC CORKLE AVE CHARLESTON WV 25304 NC WEHRLE INNOVATION CENTER PLEDGE 15000 WHEELING COUNTRY DAY SCHOOL 9 PARK RD WHEELING WV 26003 NC SCHOLARSHIPS 5000 WHEELING SYMPHONY SOCIETY 1025 MAIN ST WHEELING WV 26003 NC YOUTH CONCERT 7000 WV INDEPENDENT COLLEGES & UNIVERSITIES 900 LEE ST CHARLESTON WV 25301 NC CIRCLE OF VISION SCHOLARSHIP 15000 85000 0 14 33458 18 43233 0 33458 43233 76691 4 DIVIDEND INCOME IS USED TO PROVIDE FUNDS FOR CHARITABLE CONTRIBUTIONS 8 CAPITAL GAIN INCOME IS USED TO PROVIDE FUNDS FOR CHARITABLE CONTRIBUTI 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2350 1175 1175 INVESTMENTS AT COST 807367 1748217 INVESTMENT FEES 9576 4788 4788 FEDERAL EXCISE TAX 497 497 0 FOREIGN TAX 281 281 0