W E Stone Foundation Inc

Wheeling, WV
Tax-exempt since May 1950
EIN: 55-6015330

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$48.1k (2025)

Expenses

$94.3k (2025)

Total Assets

$834k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2025

Revenue

$48,144

Expenses

$94,303

Net Income

-$46,159

Net Assets

$834,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,707	70.0%
Sales of Assets	$14,319	29.7%
Other Income	$118	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,663	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$834,346
Total Liabilities	$0
Net Assets	$834,346

Compensation

Key Employees and Officers	Compensation	Other
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0
Stacy Christian (Trustee)	$0	$0

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990-PF

Filed on Aug. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$52,402

Expenses

$91,768

Net Income

-$39,366

Net Assets

$880,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,036	63.0%
Sales of Assets	$19,192	36.6%
Other Income	$174	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,547	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$880,505
Total Liabilities	$0
Net Assets	$880,505

Compensation

Key Employees and Officers	Compensation	Other
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0
Stacy Christian (Trustee)	$0	$0

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990-PF

Filed on July 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Jan.
2023

Revenue

$13,711

Expenses

$84,570

Net Income

-$70,859

Net Assets

$919,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,805	> 100%
Sales of Assets	-$15,476
Other Income	$382	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,036	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,871
Total Liabilities	$0
Net Assets	$919,871

Compensation

Key Employees and Officers	Compensation	Other
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0
Stacy Christian (Trustee)	$0	$0

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990-PF

Filed on Dec. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$114,362

Expenses

$99,319

Net Income

$15,043

Net Assets

$990,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,649	22.4%
Sales of Assets	$88,713	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,300	87.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$991,732
Total Liabilities	$1,002
Net Assets	$990,730

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0
Stacy Christian (Trustee)	$0	$0

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990-PF

Filed on Dec. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Jan.
2021

Revenue

$31,012

Expenses

$95,184

Net Income

-$64,172

Net Assets

$975,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,689	79.6%
Sales of Assets	$6,259	20.2%
Other Income	$64	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,300	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$975,687
Total Liabilities	$1
Net Assets	$975,686

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0

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990-PF

Filed on June 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$44,665

Expenses

$83,719

Net Income

-$39,054

Net Assets

$1,039,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,479	75.0%
Sales of Assets	$11,186	25.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,950	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,859
Total Liabilities	$1
Net Assets	$1,039,858

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0
Cynthia Morrison (Trustee)	$0	$0

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990-PF

Filed on July 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2019

Revenue

$52,212

Expenses

$74,704

Net Income

-$22,492

Net Assets

$1,078,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,608	62.5%
Sales of Assets	$19,604	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,800	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,078,996
Total Liabilities	$83
Net Assets	$1,078,913

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0

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990-PF

Filed on June 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

Revenue

$49,086

Expenses

$82,309

Net Income

-$33,223

Net Assets

$1,101,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,427	57.9%
Sales of Assets	$20,659	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,800	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,102,385
Total Liabilities	$980
Net Assets	$1,101,405

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ogden Nutting (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0

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990-PF

Filed on June 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$19,134

Expenses

$85,987

Net Income

-$66,853

Net Assets

$1,134,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,291	> 100%
Sales of Assets	-$10,157
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,000	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,134,628
Total Liabilities	$0
Net Assets	$1,134,628

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ogden Nutting (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President/Treasurer)	$0	$0
Kathleen Mcdermott (Trustee)	$0	$0

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990-PF

Filed on Dec. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Revenue

$121,496

Expenses

$82,589

Net Income

$38,907

Net Assets

$1,201,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,537	24.3%
Sales of Assets	$91,959	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,800	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,201,481
Total Liabilities	$0
Net Assets	$1,201,481

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (Trustee)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ogden Nutting (Trustee)	$0	$0
Ben Exley Iv (Trustee)	$0	$0
Edward C Armbrecht Iii (Secretary/Treasurer)	$0	$0
Elizabeth J Poggi (President)	$0	$0

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990-PF

Filed on June 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2015

Revenue

$173,472

Expenses

$86,925

Net Income

$86,547

Net Assets

$1,162,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,266	10.5%
Sales of Assets	$155,206	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,650	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,162,852
Total Liabilities	$278
Net Assets	$1,162,574

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (President)	$0	$0
Edward C Armbrecht Jr (Trustee)	$0	$0
Ogden Nutting (Trustee)	$0	$0
Ben Exley Iv (Secretary/Treasurer)	$0	$0
Edward C Armbrecht Iii (Trustee)	$0	$0
Elizabeth J Poggi (Trustee)	$0	$0

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990-PF

Filed on Sept. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2014

Revenue

$76,301

Expenses

$76,481

Net Income

-$180

Net Assets

$1,076,027

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,298	29.2%
Sales of Assets	$54,003	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,650	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,076,803
Total Liabilities	$776
Net Assets	$1,076,027

Compensation

Key Employees and Officers	Compensation	Other
Wilbur S Jones Jr (President)	$0	$0
Edward C Amrecht Jr (Trustee)	$0	$0
Ogden Nutting (Trustee)	$0	$0
Ben Exley Iv (Secretary/Treasurer)	$0	$0
Edward C Armbrecht Iii (Trustee)	$0	$0
Elizabeth J Poggi (Trustee)	$0	$0

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990-PF

Filed on May 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2013

Revenue

$64,442

Expenses

$75,308

Net Income

-$10,866

Net Assets

$1,076,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,088	35.8%
Sales of Assets	$41,354	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,650	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,076,207
Total Liabilities	$0
Net Assets	$1,076,207

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2012

Revenue

$80,066

Expenses

$75,583

Net Income

$4,483

Net Assets

$1,087,073

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,026	27.5%
Sales of Assets	$58,040	72.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,625	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,087,073
Total Liabilities	$0
Net Assets	$1,087,073

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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W E Stone Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $48.1k (2025)

Expenses $94.3k (2025)

Total Assets $834k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$48.1k (2025)

Expenses

$94.3k (2025)

Total Assets

$834k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002