- Revenue 2025
- $261,457,767
- Expenses 2025
- $85,044,061
Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T30
- Classification
- 1000
- Street
- 501 N BROADWAY
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
12 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION
EIN 20-6770176
-
C REID & JUDITH S SCHMUTZ CHARITABLE TR 05052017
EIN 82-6549215
-
EMMA G NOE FOUNDATION
EIN 39-2673751
-
JOHN A & DELIA T ROBERT CHARITABLE TRUST 2
EIN 63-6193757
-
LINN-HENLEY CHARITABLE TRUST UW 1055002859
EIN 63-6051833
-
MAURICE AND CLEO CARLISLE CHARITABLE TR
EIN 99-6700295
-
MAVIS RENEE HARRISON CHARITABLE FUND PRIVATE FOUNDATION TR
EIN 83-6774062
-
PUBLIC LANDS ENDOWMENT TR 12162011
EIN 45-6637072
-
RAU FOUNDATION
EIN 23-6417951
-
SAXER FAMILY FOUNDATION
EIN 47-2294729
-
SELVYN AND CHARLENE BLEIFER FAMILY FOUNDATION
EIN 39-3260215
-
WORTH M & MADELINE C KEY SCHOLARSHIP TRUST
EIN 38-6847320
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.
Officers and directors · 2025
As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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. Earlier years are each on their own filing page.
Filings
-
2025
- Revenue
- $261,457,767
- Expenses
- $85,044,061
- Contributions
- $224,940,937
- Grants paid
- $77,723,812
-
2024
- Revenue
- $340,456,080
- Expenses
- $59,492,056
- Contributions
- $301,973,480
- Grants paid
- $54,420,221
-
2023
- Revenue
- $79,001,787
- Expenses
- $35,503,887
- Contributions
- $76,329,640
- Grants paid
- $32,220,023
-
2022
- Revenue
- $77,553,631
- Expenses
- $26,399,852
- Contributions
- $70,830,925
- Grants paid
- $23,947,783
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2025 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $94,589,551
- Expenses
- $16,444,607
- Assets (EOY)
- $132,307,100
-
2020 · 990
- Revenue
- $49,361,142
- Expenses
- $4,132,811
- Assets (EOY)
- $52,188,657
-
2019 · 990
- Revenue
- $4,827,941
- Expenses
- $246,744
- Assets (EOY)
- $4,779,796
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
-
SEE ATTACHMENT
$64,231,657
2025 SEE ATTACHEMENT
-
SEE ATTACHMENT
$40,803,527
2024 SEE ATTACHMENT
-
SEE ATTACHMENT
$28,431,524
2023 SEE ATTACHMENT
-
SEE ATTACHED DETAIL
$23,947,783
2022 SEE ATTACHED DETAIL
Grants received
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$137,894,591
2023 For grant recipient's exempt purposes
-
VANGUARD CHARITABLE ENDOWMENT PROGRAM
$4,398,750
2022 FOR RECIPIENT'S EXEMPT PURPOSE
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$2,366,588
2024 For grant recipient's exempt purposes
-
$1,907,326
2022 PUBLIC, SOCIETAL BENEFIT
-
2023 MULTIPLE SUPPORT
-
$1,793,334
2023 UNRESTRICTED
-
$1,560,852
2024 COMMUNITY DEVELOPMENT
-
$1,215,087
2024 PHILANTHROPY
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$1,201,006
2022 For grant recipient's exempt purposes
-
$1,059,277
2023 PHILANTHROPY
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2025 return
-
STIFEL TRUST CO
C CORPORATION · TRUST SERVICE · MO
-
STIFEL TRUST CO DELAWARE
C CORPORATION · TRUST SERVICE · DE
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.