Stifel Charitable Inc
- Assets
- $132.3m
- Revenue
- $94.6m
- Investments
- $0.0
- Employees
- 0
- Location
- St Louis, MO
- Founding
- 10/2019
- Data as of
- 12/2021
- EIN
- 84-2049692
Organization Overview
Stifel Charitable Inc is located in St Louis, MO. The organization was established in 2019. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stifel Charitable Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Stifel Charitable Inc generated $94.6m in total revenue. All expenses for the organization totaled $16.4m during the year ending 12/2021.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS THRU GRANTMAKING
Describe the Organization's Program Activity:
Part 3 - Line 4a
STIFEL CHARITABLE DISTRIBUTED OVER $15.1M IN GRANTS TO OVER 1,500 ORGANIZATIONS FULFILLNG OUR MISSION OF PROVIDING FINANCIAL SUPPORT TO A DIVERSE ARRAY OF CAUSES
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kurt Longworth President | OfficerTrustee | 0.3 | $0 |
Donna Frederick Executive Director | OfficerTrustee | 40 | $0 |
John Dubinsky Director | Trustee | 0.15 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $86,952,818 |
| Noncash contributions included in lines 1a–1f | $48,212,207 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $86,952,818 |
| Total Program Service Revenue | $0 |
| Investment income | $2,124,633 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,512,100 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $94,589,551 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $15,104,704 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $147,771 |
| Compensation of current officers, directors, key employees. | $147,771 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $100,365 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $22,592 |
| Payroll taxes | $18,172 |
| Fees for services: Management | $370,824 |
| Fees for services: Legal | $1,260 |
| Fees for services: Accounting | $128,759 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $494,477 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,410 |
| Interest | $13,519 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,961 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $16,444,607 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $132,307,100 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $132,307,100 |
| Accounts payable and accrued expenses | $922,779 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $650,100 |
| Total liabilities | $1,572,879 |
| Net assets without donor restrictions | $130,734,221 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $132,307,100 |
Grants Awarded
Over the last fiscal year, Stifel Charitable Inc has awarded $43,000 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
TRINITY PRESBYTERIAN CHURCH COLUMBIA MO PURPOSE: General Support | $30,000 |
Dublin, OH PURPOSE: General Support | $7,500 |
St Louis Park, MN PURPOSE: General Support | $5,500 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Stifel Charitable Inc has recieved totaling $5,407,719.
| Awarding Organization | Amount |
|---|---|
Jacquie Foundation Incline Village, NV PURPOSE: GENERAL OPERATIONS | $5,363,269 |
Jacquie Foundation Incline Village, NV PURPOSE: GENERAL OPERATION | $44,450 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Gary Sinise Foundation Nashville, TN | $79,715,180 | $58,070,139 |
Veterans United Foundation Columbia, MO | $54,107,159 | $30,165,811 |
Nebraska Philanthropic Trust Omaha, NE | $2,416,213 | $1,885,786 |
Omni Behavioral Health Omaha, NE | $19,278,605 | $23,477,571 |
Philanthropic Impact Foundation Nashville, TN | $919,847 | $18,241,201 |
University Of Louisville Real Estate Foundation Louisville, KY | $156,388,720 | $20,770,834 |
Stifel Charitable Inc St Louis, MO | $132,307,100 | $94,589,551 |
Faith Charitable Trust Omaha, NE | $0 | $922,113 |
Moose Charities Inc Mooseheart, IL | $5,385,966 | $15,548,845 |
Franciscan Sisters Of Chicago Service Corporation Lemont, IL | $62,771,138 | $13,923,865 |
Vela Education Fund Glencoe, IL | $4,855,969 | $13,247,569 |
David Lynch Foundation For Consciousness-Based Education And Fairfield, IA | $9,280,358 | $8,736,448 |