TY 2023 Form 990PF

Part I	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books	(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)
	1	Contributions, gifts, grants, etc., received (attach schedule)	50,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	55,644	55,644
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		63,056
b	Gross sales price for all assets on line 6a 172,355
7	Capital gain net income (from Part IV, line 2)...		63,056
8	Net short-term capital gain.........			0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	168,700	118,700
	13	Compensation of officers, directors, trustees, etc.	26,702	20,026		6,675
14	Other employee salaries and wages......		0	0	0
15	Pension plans, employee benefits.......		0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	675	338	0	338
c	Other professional fees (attach schedule)....					0
17	Interest...............				0
18	Taxes (attach schedule) (see instructions)...					0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......		0	0
22	Printing and publications..........		0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,625			3,625
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,002	20,364	0	10,638
25	Contributions, gifts, grants paid.......	122,000			122,000
26	Total expenses and disbursements. Add lines 24 and 25	153,002	20,364	0	132,638
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	15,698
b	Net investment income (if negative, enter -0-)		98,336
c	Adjusted net income (if negative, enter -0-)...			0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	150,875	179,302	179,302
	3	Accounts receivable 727
		Less: allowance for doubtful accounts		727	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	783,264	List of Attached Documents: // Content 723,771	1,948,363
	c	Investments—corporate bonds (attach schedule).......	611,373	List of Attached Documents: // Content 657,906	629,460
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,545,512	1,561,706	2,757,125
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,545,512	1,561,706
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,545,512	1,561,706
	30	Total liabilities and net assets/fund balances (see instructions).	1,545,512	1,561,706

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	300. CVS HEALTH CORP		2019-01-29	2023-09-06
b	300. CONOCOPHILLIPS		2013-07-15	2023-09-06
c	50000. GOLDMAN SACHS 4% 03/03/2024		2014-04-02	2024-03-03
d	400. SPLUNK INC		2013-07-15	2024-03-18
e	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	19,675	19,602	73
b	36,771	19,595	17,176
c	50,000	49,808	192
d	62,800	20,294	42,506
e			3,109
			3,109
			3,109
			3,109

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			73
b			17,176
c			192
d			42,506
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	63,056
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,367
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,367
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,367
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	545
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	545
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	10
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	832
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
WESBANCO BANK	TRUSTEE 1	26,702
1 BANK PLAZA WHEELING,WV26003

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					130,187
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	0
d From 2021......	6,671
e From 2022......	0
f Total of lines 3a through e ........		6,671
4Qualifying distributions for 2023 from Part
XI, line 4: $ 132,638
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					130,187
e Remaining amount distributed out of corpus		2,451
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		9,122
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		9,122
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	0
c Excess from 2021....	6,671
d Excess from 2022....	0
e Excess from 2023....	2,451

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

WESBANCO BANK - ATTN MICHELLE DOUGH
1 BANK PLAZA
WHEELING,WV26003
(304) 234-9400
MICHELLE.DOUGHERTY@WESBANCO.COM

bThe form in which applications should be submitted and information and materials they should include:

CONTACT ENDOWMENT TRUSTEE

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRADUATES OF OHIO COUNTY (WV) SCHOOLS

3 Grants and Contributions Paid During the Year or Approved for Future Payment
aPaid during the year
MARSHALL UNIVERSITY ONE MARSHALL DRIVE HUNTINGTON,WV25755	NONE	501(C)(3)	JENNA RICE SCHOLARSHIP	2,000
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	JOSEPHINE KULPA SCHOLARSHIP	2,500
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	JOSIE MARTIN SCHOLARSHIP	2,000
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	SAVANNAH TURNER SCHOLARSHIP	1,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	MADELINE LECUYER	5,500
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	DANNEN FORAKER SCHOLARSHIP	3,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ASHLEY CECCONI SCHOLARSHIP	1,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KATHERINE LECUYER	10,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	RYLIE WHITE SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	HANNAH SEIVERTSON	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	HAYLEI STEWART SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	VEDA WHEELER SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ISAIAH ZELASKI SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KODA WHEELER SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ZACK BOLE SCHOLARSHIP GRANT	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KARA BOLE SCHOLARSHIP GRANT	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	MAXWELL MORGAN SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	SYDNEY GUZOLIK SCHOLARSHIP	4,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	MAKENNA KELLY SCHOLARSHIP	10,000
WEST VIRGINIA UNIVERISTY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	TREVOR ROSENTHAL	5,000
STETSON UNIVERSITY 421 N WOODLAND BLVD DELAND,FL32723	NONE	501(C)(3)	MAYA BOGERS SCHOLARSHIP	1,500
PENNSYLVANIA WESTERN UNIVERSITY 250 UNIVERSITY AVENUE CALIFORNIA,PA15419	NONE	501(C)(3)	GAVIN GOODRICH SCHOLARSHIP	10,000
NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7103 RALEIGH,NC27695	NONE	501 (C)(3)	GRACIE SCHEHL SCHOLARSHIP	6,000
BETHANY COLLEGE 31 E CAMPUS DR BETHANY,WV26032	NONE	501 (C)(3)	DEENA ROSENTHAL SCHOLARSHIP	2,000
DAVIS AND ELKINS UNIVERSITY 100 CAMPUS DRIVE ELKINS,WV26241	NONE	501 (C)(3)	JOSEPHINE KULPA SCHOLARSHIP	2,500
UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES,FL33146	NONE	501(C)(3)	MICHAEL CASTELLUCCI	7,500
BETHANY COLLEGE 31 E CAMPUS DR BETHANY,WV26032	NONE	501(C)(3)	LINDSEY GARRISON	1,500
Total ................................. 3a	122,000

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

(a) Name of organization	(b) Type of organization	(c) Description of relationship

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	55,644
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	63,056
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				118,700

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization GEORGE E STIFEL SCHOLARSHIP FUND

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	GEORGE E STIFEL ENDOWMENT 1 BANK PLAZA WHEELING, WV26003	$ 50,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization GEORGE E STIFEL SCHOLARSHIP FUND		Employer identification number 55-6018248

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
MARSHALL UNIVERSITY ONE MARSHALL DRIVE HUNTINGTON,WV25755	NONE	501(C)(3)	JENNA RICE SCHOLARSHIP	2,000
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	JOSEPHINE KULPA SCHOLARSHIP	2,500
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	JOSIE MARTIN SCHOLARSHIP	2,000
WEST LIBERTY UNIVERSITY PO BOX 295 WEST LIBERTY,WV260740295	NONE	501(C)(3)	SAVANNAH TURNER SCHOLARSHIP	1,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	MADELINE LECUYER	5,500
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	DANNEN FORAKER SCHOLARSHIP	3,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ASHLEY CECCONI SCHOLARSHIP	1,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KATHERINE LECUYER	10,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	RYLIE WHITE SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	HANNAH SEIVERTSON	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	HAYLEI STEWART SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	VEDA WHEELER SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ISAIAH ZELASKI SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KODA WHEELER SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	ZACK BOLE SCHOLARSHIP GRANT	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501(C)(3)	KARA BOLE SCHOLARSHIP GRANT	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	MAXWELL MORGAN SCHOLARSHIP	5,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	SYDNEY GUZOLIK SCHOLARSHIP	4,000
WEST VIRGINIA UNIVERSITY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	MAKENNA KELLY SCHOLARSHIP	10,000
WEST VIRGINIA UNIVERISTY PO BOX 1650 MORGANTOWN,WV26507	NONE	501 (C)(3)	TREVOR ROSENTHAL	5,000
STETSON UNIVERSITY 421 N WOODLAND BLVD DELAND,FL32723	NONE	501(C)(3)	MAYA BOGERS SCHOLARSHIP	1,500
PENNSYLVANIA WESTERN UNIVERSITY 250 UNIVERSITY AVENUE CALIFORNIA,PA15419	NONE	501(C)(3)	GAVIN GOODRICH SCHOLARSHIP	10,000
NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7103 RALEIGH,NC27695	NONE	501 (C)(3)	GRACIE SCHEHL SCHOLARSHIP	6,000
BETHANY COLLEGE 31 E CAMPUS DR BETHANY,WV26032	NONE	501 (C)(3)	DEENA ROSENTHAL SCHOLARSHIP	2,000
DAVIS AND ELKINS UNIVERSITY 100 CAMPUS DRIVE ELKINS,WV26241	NONE	501 (C)(3)	JOSEPHINE KULPA SCHOLARSHIP	2,500
UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES,FL33146	NONE	501(C)(3)	MICHAEL CASTELLUCCI	7,500
BETHANY COLLEGE 31 E CAMPUS DR BETHANY,WV26032	NONE	501(C)(3)	LINDSEY GARRISON	1,500
Total ................................. 3a				122,000

bApproved for future payment

Total ................................. 3b


Name of organization GEORGE E STIFEL SCHOLARSHIP FUND			Employer identification number 55-6018248
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GOLDMAN SACHS 4% 03/03/2024
STATE STREET CORP 3.3% 12/16/2	100,945	98,601
RTX CORPORATION 4.125% 11/16/2	49,661	47,502
HONEYWELL 4.5% 01/15/2034-2033	47,974	46,976
AMGEN INC 2% 01/15/2032-2031	72,290	58,913
META PLATFORMS INC 4.8% 05/15/	49,413	49,078
BANK OF AMERICA 2.651% 03/11/2	75,820	61,874
PPG INDUSTRIES 3.75% 03/15/202	48,989	47,288
RAYTHEON TECH CORP 4.125%
JP MORGAN 5.717% 09/14/2033-20	122,554	124,375
GOLDMAN SACHS 4.223%	90,260	94,853

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ISHARES RUSSELL MIDCAP INDEX F	9,394	47,772
ARTISAN INTL VALUE FUND - INV	67,996	130,043
JPM MID CAP GROWTH FD	23,097	67,599
JPM GROWTH ADV FD	21,796	144,679
APPLE INC	21,506	238,462
BOEING CO	21,102	33,568
CHEVRON CORPORATION	42,534	64,508
CONOCOPHILLIPS
DUPONT DE NEMOURS INC	29,643	29,000
FIFTH THIRD BANCORP	19,085	36,460
HOME DEPOT INC	23,641	100,266
HONEYWELL INTERNATIONAL INC	19,620	48,183
ISHARES NASDAQ BIOTECHNOLOGY I	23,699	38,076
JOHNSON & JOHNSON	18,105	28,918
MERCK & CO	28,884	77,532
SPLUNK INC
US BANCORP	35,070	32,504
UNITEDHEALTH GROUP INC	20,309	145,110
CONSTELLATION BRANDS INC	29,609	38,019
WALT DISNEY COMPANY	20,775	22,220
MASTERCARD INC CLASS A	18,991	90,240
CHUBB LIMITED	18,757	49,728
AMAZON.COM INC	26,868	122,500
ALPHABET INC CL A	29,848	97,668
MICROCHIP TECHNOLOGY	32,254	64,386
PEPSICO INC	28,179	43,978
RTX CORPORATION	48,278	61,724
THERMO FISHER SCIENTIFIC	23,844	56,872
CVS HEALTH CORP
JP MORGAN CHASE	20,887	38,348

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