Stifel Charitable Inc is a 501(c)(3) organization based in Saint Louis, Missouri, registered in 2019, with $340,456,080 in FY2024 revenue. CharityIndex grades it A, and it directs about 91% of spending to programs.
Revenue (FY2024)
$340.5M
▲ 330.9% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$59.5M
Net assets
$507.9M
Employees
0
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Stifel Charitable Inc: 91% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Stifel Charitable Inc: 102 mo reserves · +83% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Stifel Charitable Inc: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Stifel Charitable Inc: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking
Charitable fundraising services in the field of collections, management, and disbursements of money.
Eleemosynary services in the field of monetary donations to encourage and promote philanthropy by receiving charitable contributions.
Revenue grew from $4.8M (FY2019) to $340.5M (FY2024) across 6 reported years.
Financial snapshot
Operating margin
82.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$508.8M
Total liabilities
$883K
Net assets
$507.9M
Salaries & benefits
$572K
1% of expenses
Board members
6
5 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $340,456,080▲331% | $59,492,056▲67.6% | $507,945,172▲127% | $508,828,251▲127% | 990 |
| 2023 | $79,001,787▲1.9% | $35,503,887▲34.5% | $223,489,978▲41.1% | $224,585,917▲40.4% | 990 |
| 2022 | $77,553,631▼18.0% | $26,399,852▲60.5% | $158,376,445▲21.1% | $159,938,154▲20.9% | 990 |
| 2021 | $94,589,551▲91.6% | $16,444,607▲298% | $130,734,221▲154% | $132,307,100▲154% | 990 |
| 2020 | $49,361,142▲922% | $4,132,811▲1575% | $51,413,421▲1016% | $52,188,657▲992% | 990 |
| 2019 | $4,827,941 | $246,744 | $4,608,296 | $4,779,796 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Donna Frederick — $141,780 (0.24% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Donna Frederick | Executive Director | 40 | $141,780 |
| Chris Reichert | Board of Director's Member-start 12/2024 | 0.2 | — |
| Dan Guirl | Board of Director's Member-end 12/2024 | 0.2 | — |
| James Zemlyak | Board of Director's Member-start 12/2024 | 0.2 | — |
| John Dubinsky | Board of Director's Member-end 12/2024 | 0.2 | — |
| Kurt Longworth | Board of Director's Member | 0.2 | — |
| Scott Dolan | Board of Director's Member | 0.2 | — |
| Susan Potthast | President | 0.5 | — |
| Contractor | Services | Paid |
|---|---|---|
| Stifel Nicolaus and Company | Investment Management | $2,036,153 |
| Stifel Trust Co Na | Staffing & Facilities | $587,024 |
| Renaissance | Ops System & Service | $498,305 |
| Advent Software | Technology Interface | $180,909 |
54 grants to Stifel Charitable Inc totaling $187.8M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Servant Foundation | Community development | 2024 | $1,560,852 |
| American Endowment Foundation | Philanthropy | 2024 | $1,215,087 |
| Dechomai Foundation Inc | Unrestricted | 2024 | $607,322 |
| Bny Mellon Charitable Gift Fund | To further the organization's exempt purpose | 2024 | $575,594 |
| Impactassets Inc | General support | 2024 | $192,658 |
| The Us Charitable Gift Trust | For recipient's exempt purpose | 2024 | $93,906 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $54,158 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $54,158 |
| Raymond James Charitable Endowment Fund | General support | 2024 | $45,715 |
| Central Indiana Community Foundation Inc | Grant to stifel charitable | 2024 | $28,000 |
| Charities Aid Foundation America | Charitable donation | 2024 | $12,479 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $137,894,591 |
| Dechomai Foundation Inc | Unrestricted | 2023 | $1,793,334 |
| American Endowment Foundation | Philanthropy | 2023 | $1,059,277 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $738,545 |
1 grant totaling $40.8M in FY2024. All grants made by Stifel Charitable Inc →
| Recipient | Purpose | Amount |
|---|---|---|
| See Attachment | See attachment | $40,803,527 |
Explore more
Data for Stifel Charitable Inc (EIN 84-2049692) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.