Civic Intelligence

Stifel Charitable Inc

EIN 84-2049692 • 501(c)3 • St Louis, MO

Profile

The charitable mission of stifel charitable inc. Is to encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants, by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions for charitable purposes.

501 N BroadwaySt Louis, MO 63102

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

97th percentile

83%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

98th percentile

127%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

331%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$508,828,251

Up $284,242,334 (+127%) from 2023

Liabilities

Down

$883,079

Down $212,860 (-19%) from 2023

Net Assets

Up

$507,945,172

Up $284,455,194 (+127%) from 2023

Operations
Liabilities / Revenue3rd percentileNet Margin97th percentile

Revenue

Up

$340,456,080

Up $261,454,293 (+331%) from 2023

Expenses

Up

$59,492,056

Up $23,988,169 (+68%) from 2023

Net Income

Up

$280,964,024

Up $237,466,124 (+546%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2019: $4,779,796Liabilities 2019: $171,500Net Assets 2019: $4,608,2962019Assets 2020: $52,188,657Liabilities 2020: $775,236Net Assets 2020: $51,413,4212020Assets 2021: $132,307,100Liabilities 2021: $1,572,879Net Assets 2021: $130,734,2212021Assets 2022: $159,938,154Liabilities 2022: $1,561,709Net Assets 2022: $158,376,4452022Assets 2023: $224,585,917Liabilities 2023: $1,095,939Net Assets 2023: $223,489,9782023Assets 2024: $508,828,251Liabilities 2024: $883,079Net Assets 2024: $507,945,1722024

Highlighted filing

2024

Assets$508,828,251
Liabilities$883,079
Net Assets$507,945,172
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400M$300M$200M$100M$0Revenue 2019: $4,827,941Expenses 2019: $246,744Net Income 2019: $4,581,1972019Revenue 2020: $49,361,142Expenses 2020: $4,132,811Net Income 2020: $45,228,3312020Revenue 2021: $94,589,551Expenses 2021: $16,444,607Net Income 2021: $78,144,9442021Revenue 2022: $77,553,631Expenses 2022: $26,399,852Net Income 2022: $51,153,7792022Revenue 2023: $79,001,787Expenses 2023: $35,503,887Net Income 2023: $43,497,9002023Revenue 2024: $340,456,080Expenses 2024: $59,492,056Net Income 2024: $280,964,0242024

Highlighted filing

2024

Revenue$340,456,080
Expenses$59,492,056
Net Income$280,964,024
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$508,828,251
Liabilities
$883,079
Net assets
$507,945,172
Revenue
$340,456,080
Expenses
$59,492,056
Net income
$280,964,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$509$0.88$508$340$59.5$281
2023Summary only. Only limited summary data is available for this year.$225$1.10$223$79.0$35.5$43.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$160$1.56$158$77.6$26.4$51.2
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$132$1.57$131$94.6$16.4$78.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.2$0.78$51.4$49.4$4.13$45.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.17$4.61$4.83$0.25$4.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 14, 2025
Return Version
2024v5.1
Gross Receipts
$1,137,117,861
Mission and Program Overview

Mission

The charitable mission of stifel charitable inc. Is to encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants, by receiving charitable contributions, by providing support and assistance to encourage charitable giving, and by making grants to other public charities and educational institutions for charitable purposes.

To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$224,516,599$508,513,608▲ $283,997,009
Savings and Temporary Cash Investments-$226,466-
Prepaid Expenses and Deferred Charges$51,866$75,379▲ $23,513
Land, Buildings, and Equipment, Net$17,452$12,798▼ $4,654
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors$0$0→ $0
Total Assets$224,585,917$508,828,251▲ $284,242,334
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$612,600$562,600▼ $50,000
Accounts Payable and Accrued Expenses$483,339$320,479▼ $162,860
Total Liabilities$1,095,939$883,079▼ $212,860
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,489,978$507,945,172▲ $284,455,194
Total Net Assets Fund Balance$223,489,978$507,945,172▲ $284,455,194
Total Liabilities and Net Assets / Fund Balance$224,585,917$508,828,251▲ $284,242,334

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,798$10,472$23,270
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donna FrederickExecutive DirectorFT$115,522$66,817$182,339

Board Members and Trustees

NameTitle
Susan PotthastPresident
Kurt LongworthBOARD OF DIRECTOR'S MEMBER
Scott DolanBOARD OF DIRECTOR'S MEMBER
Dan GuirlBOARD OF DIRECTOR'S MEMBER-END 12/2024
John DubinskyBOARD OF DIRECTOR'S MEMBER-END 12/2024
Chris ReichertBOARD OF DIRECTOR'S MEMBER-START 12/2024
James ZemlyakBOARD OF DIRECTOR'S MEMBER-START 12/2024

Highest Paid Contractors

ContractorServicesLocationCompensation
Stifel Nicolaus And CompanyInvestment ManagementONE FINANCIAL PLAZA, 501 NORTH BROADWAY, St Louis, MO 63102$2,036,153
Stifel Trust Co NaStaffing & FacilitiesONE FINANCIAL PLAZA, 501 NORTH BROADWAY, St Louis, MO 63102$587,024
RenaissanceOps System & Service8910 PURDUE ROAD, SUITE 500, Indianapolis, IN 46268$498,305
Advent SoftwareTechnology InterfacePO BOX 419808, Boston, MA 02241-9808$180,909
Revenue and Support

Revenue Composition

Contributions and Grants
$301,973,480
Program Service Revenue
$0
Investment Income
$38,482,600
Other Revenue
$0
All Other Contributions
$301,973,480
Change in Net Assets
$280,964,024

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded717$114,510,214Other - Average Price
Total Noncash Contributions717$114,510,214-

Audited Revenue Reconciliation

Revenue per Audited Statements
$338,419,927
Revenue Not Reported on Financial Statements
$2,036,153
Revenue Not Reported on Form 990
$3,491,170
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$341,911,097
Total Revenue per Form 990
$340,456,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,420,221
Other Expenses$4,499,821
Salaries, Compensation, and Employee Benefits$572,014
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,420,221--$54,420,221
Fees for Service Investment Mgmnt Fees-$2,036,153-$2,036,153
Fees for Services Management-$1,594,173-$1,594,173
Fees for Services Accounting-$703,517-$703,517
Other Salaries and Wages-$340,748-$340,748
Current Officers, Directors, Trustees, and Key Employees-$182,339-$182,339
Interest-$42,230-$42,230
Payroll Taxes-$38,756-$38,756
Fees for Services Legal-$38,615-$38,615
Depreciation Depletion-$23,615-$23,615
Other Expenses-$13,611-$13,611
Information Technology-$12,951-$12,951
Other Employee Benefits-$10,171-$10,171
Advertising-$8,037-$8,037
Office Expenses-$7,888-$7,888
Conferences and Meetings-$3,818-$3,818
Total Functional Expenses$54,420,221$5,071,835$0$59,492,056

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$59,492,056
Expenses per Audited Statements$57,455,903
Total Expenses per Audited Statements$57,455,903
Expenses Not Reported on Financial Statements$2,036,153
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentSt Louis, MO-See Attachment$40,803,527
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$562,600
Other Liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“DONNA FREDERICK, SUSAN POTTHAST, CHRIS REICHERT, DAN GUIRL, JAMES ZEMLYAK, JOHN DUBINSKY, KURT LONGWORTH, AND SCOTT DOLAN - Business relationship”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“Stifel trust company, n.a., a related organization, has the power to appoint a minority number of directors of the filing organization. Additional directors are appointed by the current board of directors.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The 990 was reviewed by the president, executive director, and board of directors prior to filing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Each board member completed a conflict of interest disclosure which was reviewed by the executive director and outside legal counsel. No restrictions were imposed as a result of the reviews.”

Form 990, Part VI, Line 19 Required documents available to the public

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Stifel Charitable Inc
EIN
84-2049692
Phone
3143424422
Address
501 N BROADWAY, ST LOUIS, MO 63102

Signing Officer

Name
Susan Potthast
Title
President
Phone
3143424422
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
De
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Forvis Mazars LLP
Address
211 N Broadway Suite 600, St Louis, MO 63102-2733
Preparer
Kristen Hankins
Phone
3142315544
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1A 1099 AND 1096 FILINGS

“All applicable 1099 and 1096 irs tax forms are reported and filed by a related organization, stifel trust company, n.a., ein 52-2194681.”

Form 990, Part V, Line 2A W-2 AND W-3 FILINGS

“All applicable w-2 and w-3 irs tax forms are reported and filed by a related organization, stifel trust company, n.a., ein 52-2194681.”

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Raw XML AppendixShowing 400 of 608 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTOR'S MEMBER-END 12/2024
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IRS990/MissionDesc0THE CHARITABLE MISSION OF STIFEL CHARITABLE INC. IS TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS, BY RECEIVING CHARITABLE CONTRIBUTIONS, BY PROVIDING SUPPORT AND ASSISTANCE TO ENCOURAGE CHARITABLE GIVING, AND BY MAKING GRANTS TO OTHER PUBLIC CHARITIES AND EDUCATIONAL INSTITUTIONS FOR CHARITABLE PURPOSES.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS
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