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Nonprofiteer
← STIFEL CHARITABLE INC

Form 990 for tax year 2024

Filed by STIFEL CHARITABLE INC.

Totals

Total revenue
$340,456,080
Total expenses
$59,492,056
Contributions and grants received
$301,973,480
Grants paid
$54,420,221
Program services expenses (Part IX)
$54,420,221
Management and general expenses
$5,071,835
Fundraising expenses
$0
Program service expenses (Part III)
$54,420,221

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONNA FREDERICK

    EXECUTIVE DIRECTOR

    Total calculated
    $182,339
    From this org
    $141,780
    From related orgs
    $0
    Other
    $40,559
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,522
    Bonus
    $26,000
    Other
    $258
    Deferred
    $1,000
    Nontaxable benefits
    $39,559
    Filer's total
    $182,339
  • SUSAN POTTHAST

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 40 related
  • CHRIS REICHERT

    BOARD OF DIRECTOR'S MEMBER-START 12/2024

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related
  • DAN GUIRL

    BOARD OF DIRECTOR'S MEMBER-END 12/2024

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related
  • JAMES ZEMLYAK

    BOARD OF DIRECTOR'S MEMBER-START 12/2024

    Total calculated
    $0
    Hours/week
    0.2
  • JOHN DUBINSKY

    BOARD OF DIRECTOR'S MEMBER-END 12/2024

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related
  • KURT LONGWORTH

    BOARD OF DIRECTOR'S MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related
  • SCOTT 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 — 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

    $40,803,527

    SEE ATTACHMENT

Provenance

Return type
form_990
Tax year
2024
Filed
14 August 2025
IRS schema version
2024v5.1
Source object
202542269349303159

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