Civic Intelligence

Stifel Charitable Inc.

990 • Fiscal year 2020 • EIN 84-2049692

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A
501 N BroadwaySt Louis, MO 63102

(314) 342-4422

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.02x

Higher debt load relative to revenue than 6% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$336,095

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

99th percentile

992%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

922%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$52,188,657

Up $47,408,861 (+992%) from 2019

Net Assets

Up

$51,413,421

Up $46,805,125 (+1016%) from 2019

Liabilities

Up

$775,236

Up $603,736 (+352%) from 2019

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Up

$49,361,142

Up $44,533,201 (+922%) from 2019

Expenses

Up

$4,132,811

Up $3,886,067 (+1575%) from 2019

Net Income

Up

$45,228,331

Up $40,647,134 (+887%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$52,188,657
Liabilities$775,236
Net Assets$51,413,421
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$49,361,142
Expenses$4,132,811
Net Income$45,228,331
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$67,057,773
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$4,779,082$51,864,910▲ $47,085,828
Cash and Non-Interest-Bearing Accounts$714$323,747▲ $323,033
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,779,796$52,188,657▲ $47,408,861
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$650,000▲ $650,000
Accounts Payable and Accrued Expenses$171,500$125,236▼ $46,264
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$171,500$775,236▲ $603,736
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,608,296$51,413,421▲ $46,805,125
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$4,608,296$51,413,421▲ $46,805,125
Total Liabilities and Net Assets / Fund Balance$4,779,796$52,188,657▲ $47,408,861
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Donna FrederickExecutive DirectorFT$126,761$126,761

Board Members and Trustees

NameTitle
Kurt LongworthPresident
John DubinskyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$48,032,831
Program Service Revenue
$0
Investment Income
$1,328,311
Other Revenue
$0
All Other Contributions
$48,032,831
Change in Net Assets
$45,228,331

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 Traded124$17,119,279Average Price
Total Noncash Contributions124$17,119,279-

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,252,613
Revenue Not Reported on Financial Statements
$108,529
Revenue Not Reported on Form 990
$1,584,611
Total Revenue per Audited Statements
$50,837,224
Total Revenue per Form 990
$49,361,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,662,359
Other Expenses$256,648
Salaries, Compensation, and Employee Benefits$213,804
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,662,359--$3,662,359
Current Officers, Directors, Trustees, and Key Employees-$126,761-$126,761
Fees for Service Investment Mgmnt Fees-$108,529-$108,529
Fees for Services Management-$77,958-$77,958
Other Salaries and Wages-$58,054-$58,054
Fees for Services Accounting-$42,000-$42,000
Payroll Taxes-$21,036-$21,036
Fees for Services Legal-$13,802-$13,802
Interest-$8,233-$8,233
Other Employee Benefits-$7,953-$7,953
Conferences and Meetings-$3,315-$3,315
Other Expenses-$1,331-$1,331
Total Functional Expenses$3,662,359$470,452$0$4,132,811

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,132,811
Expenses per Audited Statements$4,024,282
Total Expenses per Audited Statements$4,024,282
Expenses Not Reported on Financial Statements$108,529
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Detail--See Attached Detail$3,662,359
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Due to Related Party$650,000
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, Section A, Line 2

“Kurt longworth and donna frederick are both employed by stifel trust co”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

“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, Section C, Line 19

“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
In Care Of
% STIFEL CHARITABLE INC
Phone
3143424422
Address
501 N Broadway, St Louis, MO 63102

Signing Officer

Name
Kurt Longworth
Title
President
Phone
3143427301
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Longworth
Formed
2019
Legal Domicile
De
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
Bkd Llp
Address
211 N BROADWAY SUITE 600, ST LOUIS, MO 63102-2733
Preparer
Donna J Larson
Phone
3142315544
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“ASC 740 Disclosure: 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 536 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0171500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0125236
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS THRU GRANTMAKING
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt048032831
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0STIFEL CHARITABLE INC
IRS990/BooksInCareOfDetail/PhoneNum03143424422
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 N BROADWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd063102
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0714
IRS990/CashNonInterestBearingGrp/EOYAmt0323747
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0126761
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0126761
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03315
IRS990/ConferencesMeetingsGrp/TotalAmt03315
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt048032831
IRS990/CYGrantsAndSimilarPaidAmt03662359
IRS990/CYInvestmentIncomeAmt01328311
IRS990/CYOtherExpensesAmt0256648
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt045228331
IRS990/CYSalariesCompEmpBnftPaidAmt0213804
IRS990/CYTotalExpensesAmt04132811
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt049361142
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0STIFEL CHARITABLE DISTRIBUTED OVER $3.7M IN GRANTS TO OVER 450 ORGANIZATIONS FULFILLNG OUR MISSION OF PROVIDING FINANCIAL SUPPORT TO A DIVERSE ARRAY OF CAUSES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt03662359
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042000
IRS990/FeesForServicesAccountingGrp/TotalAmt042000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013802
IRS990/FeesForServicesLegalGrp/TotalAmt013802
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt077958
IRS990/FeesForServicesManagementGrp/TotalAmt077958
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0108529
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0108529
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.15
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt015560
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19461
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KURT LONGWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA FREDERICK
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN DUBINSKY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0320535
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1117300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0760259
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt03662359
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03662359
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03662359
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018456890
IRS990/GrossReceiptsAmt067057773
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt08233
IRS990/InterestGrp/TotalAmt08233
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0568052
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0568052
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04779082
IRS990/InvestmentsPubTradedSecGrp/EOYAmt051864910
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017696631
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04608296
IRS990/NetAssetsOrFundBalancesEOYAmt051413421
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0760259
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0760259
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01584611
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04608296
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt051413421
IRS990/NoncashContributionsAmt017119279
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07953
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07953
IRS990/OtherExpensesGrp/Desc0TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1189
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21331
IRS990/OtherExpensesGrp/TotalAmt01291
IRS990/OtherExpensesGrp/TotalAmt1189
IRS990/OtherExpensesGrp/TotalAmt21331
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0650000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt058054
IRS990/OtherSalariesAndWagesGrp/TotalAmt058054
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021036
IRS990/PayrollTaxesGrp/TotalAmt021036
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kurt Longworth
IRS990/PriorPeriodAdjustmentsAmt0-7817
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04824251
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt074760
IRS990/PYInvestmentIncomeAmt03690
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0171984
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt04581197
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0246744
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04827941
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt045228331
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt048032831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04824251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt052857082
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0490094
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0493783
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt039317102
IRS990ScheduleA/SubstantialContributorsTotAmt013539980
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048032831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04824251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt052857082
IRS990ScheduleA/TotalSupportAmt053350865
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt048032831
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03652959
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0244
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt051724497
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0108529
IRS990ScheduleD/ExpensesSubtotalAmt04024282
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt09400
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt042349
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0108529
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0108529
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01584611
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0650000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotReportedAmt01584611
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0108529
IRS990ScheduleD/RevenueSubtotalAmt049252613
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ASC 740 Disclosure: 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt04132811
IRS990ScheduleD/TotalLiabilityAmt0650000
IRS990ScheduleD/TotalRevenuePerForm990Amt049361142
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt050837224
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04024282
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt03662359
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE ATTACHED DETAIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED DETAIL
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STIFEL CHARITABLE PROVIDES A RECOMMENDED PURPOSE FOR ALL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt0126
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt094393
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0224934
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt01000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014560
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt01208
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KURT LONGWORTH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0336095
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0The executive director is compensated by a related organization. The president of the related organization determines the compensation of the executive director.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0true
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt0124
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0AVERAGE PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt017119279
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KURT LONGWORTH AND DONNA FREDERICK ARE BOTH EMPLOYED BY STIFEL TRUST CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, AND BOARD OF DIRECTORS PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH 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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, conflict of interest policy, and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0STIFEL BANCORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0522194681
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,188,657
Liabilities
$775,236
Net assets
$51,413,421
Revenue
$49,361,142
Expenses
$4,132,811
Net income
$45,228,331
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
2020Detailed filing. Detailed filing data is available for this year.$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