Totals
- Total revenue
- $261,457,767
- Total expenses
- $85,044,061
- Contributions and grants received
- $224,940,937
- Grants paid
- $77,723,812
- Program service revenue
- $0
- Investment income
- $36,516,830
- Other revenue
- $0
- Total assets, end of year
- $733,303,241
- Total liabilities, end of year
- $1,004,803
- Net assets or fund balances, end of year
- $732,298,438
- Program services expenses (Part IX)
- $77,723,812
- Management and general expenses
- $7,320,249
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $77,723,812
Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$224,940,937
-
1g · Noncash contributions included above
$173,266,737
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $19,030,157 · unrelated business -$6,426 · excluded $19,036,583
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $458,115,781
-
7b · Less cost or other basis and sales expenses
securities $440,629,108
-
7c · Gain or loss
securities $17,486,673 · other assets $0
-
7d · Net gain or loss
total $17,486,673 · unrelated business $6,466 · excluded $17,480,207
-
8c · Net income from fundraising events
total $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $77,723,812 · program services $77,723,812
-
5 · Compensation of officers, directors and key employees
total $196,587 · management and general $196,587
-
7 · Other salaries and wages
total $465,051 · management and general $465,051
-
9 · Other employee benefits
total $27,050 · management and general $27,050
-
10 · Payroll taxes
total $47,244 · management and general $47,244
-
11a · Fees: management
total $2,406,008 · management and general $2,406,008
-
11b · Fees: legal
total $3,525 · management and general $3,525
-
11c · Fees: accounting
total $1,070,411 · management and general $1,070,411
-
11f · Fees: investment management
total $2,971,481 · management and general $2,971,481
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $4,044 · management and general $4,044
-
13 · Office expenses
total $3,841 · management and general $3,841
-
14 · Information technology
total $21,490 · management and general $21,490
-
19 · Conferences, conventions and meetings
total $5,548 · management and general $5,548
-
20 · Interest
total $35,035 · management and general $35,035
-
22 · Depreciation, depletion and amortization
total $4,654 · management and general $4,654
-
23 · Insurance
total $18,961 · management and general $18,961
-
24a · Other expenses: TAXES AND LICENSES
total $26,487 · management and general $26,487
-
24b · Other expenses: MISCELLANEOUS
total $12,832 · management and general $12,832
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $226,466 · end of year $753,758
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $75,379 · end of year $104,332
-
10a · Land, buildings and equipment: cost or other basis
$23,270
-
10b · Land, buildings and equipment: accumulated depreciation
$15,126
-
10c · Land, buildings and equipment, net
beginning of year $12,798 · end of year $8,144
-
11 · Investments: publicly traded securities
beginning of year $508,513,608 · end of year $732,437,007
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $320,479 · end of year $492,203
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $562,600 · end of year $512,600
-
27 · Net assets without donor restrictions
beginning of year $507,945,172 · end of year $732,298,438
Mission and programs · 2025
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.
Activities or mission (Part I)
TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS THRU GRANTMAKING
-
STIFEL CHARITABLE DISTRIBUTED OVER $77 MILLION IN GRANTS TO OVER 6,140 ORGANIZATIONS FULFILLNG OUR MISSION OF PROVIDING FINANCIAL SUPPORT TO A DIVERSE ARRAY OF CAUSES
Expenses $77,723,812 · Grants $77,723,812
As filed on the 2025 return.
Listed in Part VII
-
Donna FrederickDONNA FREDERICK
EXECUTIVE DIRECTOR
- Total calculated
- $196,587
- From this org
- $154,838
- From related orgs
- $0
- Other
- $41,749
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,080
- Bonus
- $35,500
- Other
- $258
- Deferred
- $1,000
- Nontaxable benefits
- $40,749
- Filer's total
- $196,587
-
Susan PotthastSUSAN POTTHAST
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Chris ReichertCHRIS REICHERT
BOARD OF DIRECTOR'S MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
James ZemlyakJAMES ZEMLYAK
BOARD OF DIRECTOR'S MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
Kurt LongworthKURT LONGWORTH
BOARD OF DIRECTOR'S MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
-
Scott DolanSCOTT DOLAN
BOARD OF DIRECTOR'S MEMBER
- Total calculated
- $0
- Hours/week
- 0.2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
- THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION. THE PRESIDENT OF THE RELATED ORGANIZATION DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SEE ATTACHMENT
$64,231,657
SEE ATTACHEMENT
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
STIFEL TRUST CO
C CORPORATION · TRUST SERVICE · MO
Directly controlled by STIFEL BANCORP
-
STIFEL TRUST CO DELAWARE
C CORPORATION · TRUST SERVICE · DE
Directly controlled by STIFEL BANCORP
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 17 September 2026
- IRS schema version
- 2025v4.2
- Source object
- 202642609349301859
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