Civic Intelligence

Stifel Charitable Inc.

990 • Fiscal year 2023 • EIN 84-2049692

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

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

6th percentile

0.00x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

94th percentile

55%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

8th percentile

$156,758

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

92nd percentile

40%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

44th percentile

1.9%

Faster revenue growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Flat

$224,585,917

Flat from 2023

Net Assets

Flat

$223,489,978

Flat from 2023

Liabilities

Flat

$1,095,939

Flat from 2023

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin94th percentile

Revenue

Flat

$79,001,787

Flat from 2023

Expenses

Flat

$35,503,887

Flat from 2023

Net Income

Flat

$43,497,900

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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 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

2023

Assets$224,585,917
Liabilities$1,095,939
Net Assets$223,489,978
Open 2023 Filing

Operations Trend

Revenue Growth44th 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 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

2023

Revenue$79,001,787
Expenses$35,503,887
Net Income$43,497,900
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$189,400,134
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$159,916,048$224,516,599▲ $64,600,551
Prepaid Expenses and Deferred Charges-$51,866-
Land, Buildings, and Equipment, Net$22,106$17,452▼ $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$159,938,154$224,585,917▲ $64,647,763
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$600,100$612,600▲ $12,500
Accounts Payable and Accrued Expenses$961,609$483,339▼ $478,270
Total Liabilities$1,561,709$1,095,939▼ $465,770
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$158,376,445$223,489,978▲ $65,113,533
Total Net Assets Fund Balance$158,376,445$223,489,978▲ $65,113,533
Total Liabilities and Net Assets / Fund Balance$159,938,154$224,585,917▲ $64,647,763

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,452$5,818$23,270
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
-President
-BOARD OF DIRECTOR'S MEMBER
-Executive Director

Highest Paid Contractors

ContractorServicesLocationCompensation
Stifel Nicolaus And CompanyInvestment ManagementONE FINANCIAL PLAZA, 501 NORTH BROADWAY, St Louis, MO 63102$1,170,969
Stifel Trust Co NaStaffing & FacilitiesONE FINANCIAL PLAZA, 501 NORTH BROADWAY, St Louis, MO 63102$558,800
RenaissanceOps System & Service8910 PURDUE ROAD, SUITE 500, Indianapolis, IN 46268$233,979
Advent SoftwareInterface SoftwarePO BOX 419808, Boston, MA 02241-9808$195,306
Revenue and Support

Revenue Composition

Contributions and Grants
$76,329,640
Program Service Revenue
$0
Investment Income
$2,672,147
Other Revenue
$0
All Other Contributions
$76,329,640
Change in Net Assets
$43,497,900

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 Traded359$40,226,713Other - Average Price
Other Non Cash Contri Table1$62,892Other - Market Value
Total Noncash Contributions360$40,289,605-

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,830,817
Revenue Not Reported on Financial Statements
$1,170,970
Revenue Not Reported on Form 990
$21,615,633
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$99,446,450
Total Revenue per Form 990
$79,001,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,220,023
Other Expenses$2,738,673
Salaries, Compensation, and Employee Benefits$545,191
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$32,220,023--$32,220,023
Fees for Service Investment Mgmnt Fees-$1,170,970-$1,170,970
Fees for Services Management-$1,008,411-$1,008,411
Fees for Services Accounting-$390,771-$390,771
Other Salaries and Wages-$317,771-$317,771
Current Officers, Directors, Trustees, and Key Employees-$156,758-$156,758
Fees for Services Legal-$56,674-$56,674
Interest-$44,804-$44,804
Payroll Taxes-$36,991-$36,991
Other Employee Benefits-$33,671-$33,671
Depreciation Depletion-$23,615-$23,615
Information Technology-$11,374-$11,374
Office Expenses-$8,433-$8,433
Other Expenses-$5,034-$5,034
Conferences and Meetings-$4,198-$4,198
Total Functional Expenses$32,220,023$3,283,864$0$35,503,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,503,887
Expenses per Audited Statements$34,332,917
Total Expenses per Audited Statements$34,332,917
Expenses Not Reported on Financial Statements$1,170,970
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See AttachmentSt Louis, MO-See Attachment$28,431,524
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
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
Other Liability$612,600
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
Yes
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

“KURT LONGWORTH, DONNA FREDERICK, SUSAN POTTHAST, JOHN DUBINSKY, SCOTT DOLAN, AND DAN GUIRL HAD A BUSINESS RELATIONSHIP. - Business relationship”

Form 990, Part VI, Line 4 Significant changes to organizational documents

“The board of directors of stifel charitable inc. Amended the bylaws removing the obligation to designate a single, independent member with majority voting power. Additional amendments to the bylaws included reducing the term of members to one year and removing all references to the mandate for an independent member.”

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
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

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

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 601 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/BOYAmt0961609
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0483339
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/AllOtherContributionsAmt076329640
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STIFEL 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/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0156758
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0156758
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04198
IRS990/ConferencesMeetingsGrp/TotalAmt04198
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt01170969
IRS990/ContractorCompensationGrp/CompensationAmt1558800
IRS990/ContractorCompensationGrp/CompensationAmt2233979
IRS990/ContractorCompensationGrp/CompensationAmt3195306
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0ONE FINANCIAL PLAZA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1ONE FINANCIAL PLAZA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt28910 PURDUE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3PO BOX 419808
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0501 NORTH BROADWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1501 NORTH BROADWAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt2SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2INDIANAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BOSTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd163102
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd246268
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd3022419808
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0STIFEL NICOLAUS AND COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1STIFEL TRUST CO NA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2RENAISSANCE
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3ADVENT SOFTWARE
IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT MANAGEMENT
IRS990/ContractorCompensationGrp/ServicesDesc1STAFFING & FACILITIES
IRS990/ContractorCompensationGrp/ServicesDesc2OPS SYSTEM & SERVICE
IRS990/ContractorCompensationGrp/ServicesDesc3INTERFACE SOFTWARE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076329640
IRS990/CYGrantsAndSimilarPaidAmt032220023
IRS990/CYInvestmentIncomeAmt02672147
IRS990/CYOtherExpensesAmt02738673
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt043497900
IRS990/CYSalariesCompEmpBnftPaidAmt0545191
IRS990/CYTotalExpensesAmt035503887
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt079001787
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023615
IRS990/DepreciationDepletionGrp/TotalAmt023615
IRS990/Desc0STIFEL CHARITABLE DISTRIBUTED OVER $32.2M IN GRANTS TO OVER 3,000 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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt032220023
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0390771
IRS990/FeesForServicesAccountingGrp/TotalAmt0390771
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt056674
IRS990/FeesForServicesLegalGrp/TotalAmt056674
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01008411
IRS990/FeesForServicesManagementGrp/TotalAmt01008411
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01170970
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01170970
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.2
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.5
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DONNA FREDERICK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1DAN GUIRL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2JOHN DUBINSKY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3KURT LONGWORTH
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4SCOTT DOLAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5SUSAN POTTHAST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt011676
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0145082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF DIRECTOR'S MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTOR'S MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTOR'S MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTOR'S MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-3018915
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt032220023
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt032220023
IRS990/GrantsToDomesticOrgsGrp/TotalAmt032220023
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0107379432
IRS990/GrossReceiptsAmt0189400134
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011374
IRS990/InformationTechnologyGrp/TotalAmt011374
IRS990/InterestGrp/ManagementAndGeneralAmt044804
IRS990/InterestGrp/TotalAmt044804
IRS990/InvestmentIncomeGrp/ExclusionAmt05700305
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05691062
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-9243
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0159916048
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0224516599
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05818
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022106
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017452
IRS990/LandBldgEquipCostOrOtherBssAmt023270
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0110398347
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
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/NetAssetsOrFundBalancesBOYAmt0158376445
IRS990/NetAssetsOrFundBalancesEOYAmt0223489978
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3027630
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3018915
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt08715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021615633
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0158376445
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0223489978
IRS990/NoncashContributionsAmt040289605
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08433
IRS990/OfficeExpensesGrp/TotalAmt08433
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033671
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033671
IRS990/OtherExpensesGrp/Desc0TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014389
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15034
IRS990/OtherExpensesGrp/TotalAmt014389
IRS990/OtherExpensesGrp/TotalAmt15034
IRS990/OtherLiabilitiesGrp/BOYAmt0600100
IRS990/OtherLiabilitiesGrp/EOYAmt0612600
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0317771
IRS990/OtherSalariesAndWagesGrp/TotalAmt0317771
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt036991
IRS990/PayrollTaxesGrp/TotalAmt036991
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt051866
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0SUSAN POTTHAST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt070830925
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt023947783
IRS990/PYInvestmentIncomeAmt06722706
IRS990/PYOtherExpensesAmt01990139
IRS990/PYRevenuesLessExpensesAmt051153779
IRS990/PYSalariesCompEmpBnftPaidAmt0461930
IRS990/PYTotalExpensesAmt026399852
IRS990/PYTotalRevenueAmt077553631
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt043497900
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076329640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070830925
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086952818
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt048032831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04824251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0286970465
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05700305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03938899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02124633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0568052
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03689
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt012335578
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.9415
IRS990ScheduleA/PublicSupportPY170Pct00.9331
IRS990ScheduleA/PublicSupportTotal170Amt0281788260
IRS990ScheduleA/SubstantialContributorsTotAmt05182205
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076329640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070830925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086952818
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt048032831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04824251
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0286970465
IRS990ScheduleA/TotalSupportAmt0299306043
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/DonorAdvisedFundsContriAmt076329638
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt031794890
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0977
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0215663069
IRS990ScheduleD/EquipmentGrp/BookValueAmt017452
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05818
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt023270
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01170970
IRS990ScheduleD/ExpensesSubtotalAmt034332917
IRS990ScheduleD/FundsAndOtherAccountsContriAmt00
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt0425133
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt06
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt08853529
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01170970
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01170970
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021615633
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0612600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITY
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt021615633
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01170970
IRS990ScheduleD/RevenueSubtotalAmt077830817
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
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017452
IRS990ScheduleD/TotalExpensesPerForm990Amt035503887
IRS990ScheduleD/TotalLiabilityAmt0612600
IRS990ScheduleD/TotalRevenuePerForm990Amt079001787
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt099446450
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034332917
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt028431524
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE ATTACHMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0501 N BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST LOUIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd063102
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0STIFEL CHARITABLE PROVIDES A RECOMMENDED PURPOSE FOR ALL GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt0906
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0DONNA FREDERICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0119249

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,585,917
Liabilities
$1,095,939
Net assets
$223,489,978
Revenue
$79,001,787
Expenses
$35,503,887
Net income
$43,497,900
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
2023Detailed filing. Detailed filing data is available for this year.$225$1.10$223$79.0$35.5$43.5
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