George E Stifel Endowment Fund

Analysis

George E Stifel Endowment Fund is a registered charity in United States, based in Wheeling, WV. It received its IRS tax-exemption ruling in May 2001, 25 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, George E Stifel Endowment Fund reported income of $366k and spending of $374k, spending 102% of its income. Across the 5 years on record, from December 2019 to December 2023, income grew from $181k to $366k (+102%), an average of +19% a year. The sharpest change came in the year to December 2022, when income rose by 128%. Over the whole period it spent 105% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, George E Stifel Endowment Fund sits at the 69th percentile: it is larger than about 69% of them. Against every charity in United States with reported income it ranks in the 65th percentile, and in the 63rd percentile within WV. Charities of a similar size with the same main cause include Nacogdoches County United Way ($366k), Caravan to Class ($366k) and Kiwanis Holiday Lights Inc ($366k).

At year end it held assets of $3.2m against liabilities of $0, net assets of $3.2m.