Stifel Foundation INC FY2020 filing

Tax-deductible

St Louis, MO501(c)(3)Foundations & GrantmakersEIN 27-1439256Revenue $932K in FY2020

On file with the IRSstifel.comOne Financial Plaza 501 N Broadway, 63102-0000 · St Louis, MOTax-exempt since Feb 2010Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

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FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $172K a year · 10% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$15K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$932K
Spent
$1.3M
Net assets
$352K
By yearFY2020–FY2025
Revenue
$932K
FY2020
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Revenue by fiscal year
FY2020$932K
FY2021$3.9M
FY2022$1.3M
FY2023$1.3M
FY2024$1.4M
FY2025$1.3M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.6M
FY2022$1.2M
FY2023$1.3M
FY2024$2.4M
FY2025$1.1M
Net assets
$352K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$352K
FY2021$2.8M
FY2022$2.6M
FY2023$2.7M
FY2024$1.6M
FY2025$1.9M

From the FY2020 Form 990 · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 100% · $1.3M Operating & administrative 0% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See Stifel Foundation INC executive salaries →

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Programs and updates

A private foundation based in St Louis, MO.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 29 grants · $1.1M · 2025–2025
United Way Greater St LouisFY2025$300,000
American Red CrossFY2025$110,000
Mercy Health Foundation St LouisFY2025$100,000
Urban League of Metropolitan St LouisFY2025$75,000
Los Angeles Fire Department FoundationFY2025$50,000
911 DayFY2025$50,000
Operation Warm INCFY2025$50,000
Coca-Center of Creative ArtsFY2025$50,000
Ronald McDonald House Charities of St LouisFY2025$37,500
Junior Achievement of Greater St Louis INCFY2025$35,000
St Louis Aquarium FoundationFY2025$30,000
American Heart AssociationFY2025$25,000
Individual RecipientFY2025$25,000
Pedal the CauseFY2025$25,000
Make-A-Wish Foundation of Missouri & KansasFY2025$25,000
Trailnet INCFY2025$15,000
Semper Fi Society of St LouisFY2025$15,000
The Leukemia & Lymphoma SocietyFY2025$15,000
See all 29 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$39K
Median grantPart XV$25K
Largest grantPart XV$300K

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$932K
Gifts and grants$900K
Investment income$32K
Money out
$1.3M
Grants paid$1.3M
Running costs$2K
Owns and owes
$352K
net assets
Cash and savings$138K
Total assets$367K
Liabilities$15K
2In more detail
Revenue in detail
Gifts and grants$900K
Investment income$32K
Total revenue$932K
Assets in detailEnd of year
Cash and savings together$138K
Total assets$367K
Liabilities$15K
Net assets$352K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.3M$1.1M$154K$1.9M 990 PDF
FY2024 $1.4M$2.4M−$1.1M$1.6M 990 PDF
FY2023 $1.3M$1.3M−$61K$2.7M 990 PDF
FY2022 $1.3M$1.2M$87K$2.6M 990 PDF
FY2021 $3.9M$1.6M$2.3M$2.8M 990 PDF
FY2020 Viewing $932K$1.3M−$405K$352K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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