NonprofitsStifel Charitable Inc

Public Foundations

Stifel Charitable Inc

SAINT LOUIS, MO

Total revenue

$340.5M

Total expenses

$59.5M

Net assets

$507.9M

Grants received

$195.9M

54 grants

EIN

842049692

Tax year

2024

Mission

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

Financials

FY 2024

Revenue

Contributions & grants$302.0M
Program service revenue
Investment income$38.5M
Other revenue
Total revenue$340.5M

Expenses

Grants paid$54.4M
Salaries & benefits$572K
Fundraising
Other expenses$4.5M
Total expenses$59.5M
Total assets$508.8M
Net assets$507.9M

People

8 listed

NameRoleCompensation

DONNA FREDERICK

EXECUTIVE DIRECTOR

Board

$142K

40 hrs/wk

SUSAN POTTHAST

PRESIDENT

Board

0.5 hrs/wk

CHRIS REICHERT

BOARD OF DIRECTOR'S MEMBER-START 12/2024

Board

0.2 hrs/wk

DAN GUIRL

BOARD OF DIRECTOR'S MEMBER-END 12/2024

Board

0.2 hrs/wk

JAMES ZEMLYAK

BOARD OF DIRECTOR'S MEMBER-START 12/2024

Board

0.2 hrs/wk

JOHN DUBINSKY

BOARD OF DIRECTOR'S MEMBER-END 12/2024

Board

0.2 hrs/wk

KURT LONGWORTH

BOARD OF DIRECTOR'S MEMBER

Board

0.2 hrs/wk

SCOTT DOLAN

BOARD OF DIRECTOR'S MEMBER

Board

0.2 hrs/wk

Independent contractors

STIFEL NICOLAUS AND COMPANY

INVESTMENT MANAGEMENT

$2.0M

STIFEL TRUST CO NA

STAFFING & FACILITIES

$587K

RENAISSANCE

OPS SYSTEM & SERVICE

$498K

ADVENT SOFTWARE

TECHNOLOGY INTERFACE

$181K

Grants received

Showing 54 of 54

FromAmountPurposeYear
$1.2M
PHILANTHROPY
2024
$607K
UNRESTRICTED
2024
$576K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2024
$193K
GENERAL SUPPORT
2024
$94K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$54K
PROGRAMATIC SUPPORT
2024
$54K
PROGRAMATIC SUPPORT
2024
$28K
Grant to Stifel Charitable
2024
$10K
FUNDING JILL AND MATT BURNETT FAMILY FOUNDATION
2024
$137.9M
For grant recipient's exempt purposes
2023
$2.5M
DAF CONTRIBUTION FOR GENERAL SUPPORT
2023
$1.9M
MULTIPLE SUPPORT
2023
$1.8M
UNRESTRICTED
2023
$1.1M
PHILANTHROPY
2023
$739K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$287K
PUBLIC, SOCIETAL BENEFIT
2023
$50K
Restricted - Dennis C. Schroeder Charitable Fund
2023
$28K
UNRESTRICTED GENERAL SUPPORT
2023
$27K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5K
CHARITABLE DONATION
2023
$5.4M
General Operations
2022
$4.4M
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$1.9M
PUBLIC, SOCIETAL BENEFIT
2022
$1.2M
For grant recipient's exempt purposes
2022
$782K
PUBLIC, SOCIETAL BENEFIT
2022
$378K
OPERATIONS
2022
$306K
PHILANTHROPY
2022
$197K
Other Philanthropy
2022
$173K
UNRESTRICTED GENERAL SUPPORT
2022
$52K
GENERAL PURPOSE
2022
$44K
General operation
2022
$35K
FUNDING JILL AND MATT BURNETT FAMILY FOUNDATION
2022
$5.6M
For grant recipient's exempt purposes
2021
$5.6M
For grant recipient's exempt purposes
2021
$4.5M
PUBLIC, SOCIETAL BENEFIT
2021
$1.1M
PUBLIC, SOCIETAL BENEFIT
2021
$852K
For recipient's exempt purpose
2021
$191K
GENERAL SUPPORT
2021
$5.3M
GENERAL SUPPORT
2020
$3.3M
GENERAL SUPPORT
2020
$1.1M
For grant recipient's exempt purposes
2020
$776K
PUBLIC, SOCIETAL BENEFIT
2020
$550K
Donor Advised Account
2020
$292K
WILSON FAMILY FUND
2020
$182K
DONOR ADVISED FUND
2020
$61K
PUBLIC, SOCIETAL BENEFIT
2020
$29K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020
$20K
PUBLIC, SOCIETAL BENEFIT
2019

Funded by

$195.9M from 29 funders · 54 grants · 2019–2024

Fidelity Investments Charitable Gift Fund

$151.4M · 5 grants · 2020–2023

Vanguard Charitable Endowment Program

$6.0M · 3 grants · 2021–2023

Donor Advised Charitable Giving Inc

$5.7M · 4 grants · 2020–2023

The Jacquie Foundation

$5.4M · 2 grants · 2022

Wayne County Community Foundation

$5.3M · 1 grant · 2020

American Endowment Foundation

$4.3M · 4 grants · 2020–2024

National Philanthropic Trust

$3.9M · 5 grants · 2019–2023

The Bessemer Giving Fund

$3.3M · 1 grant · 2020

Details

EIN842049692
NTEE codeT30
Subsection03
Ruling date2019-10
Formed2019
Employees0
Volunteers5