Status and standing
Is it real, and can you give to it?
Where the money goes
What each dollar paid for.
Statement of Functional Expenses
Financial health
Is it on solid ground?
Summary of the Filing
| FY2020 | $52.2M |
|---|---|
| FY2021 | $132.3M |
| FY2022 | $159.9M |
| FY2023 | $224.6M |
| FY2024 | $508.8M |
| FY2020 | $775K |
|---|---|
| FY2021 | $1.6M |
| FY2022 | $1.6M |
| FY2023 | $1.1M |
| FY2024 | $883K |
Balance Sheet
Statement of Revenue
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 92% | — | — |
| Overhead ratio | 8% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | 92% | — | — |
| Investment management fee ratio | 0.4% | — | — |
| Legal fee ratio | <0.01% | — | — |
| Accounting fee ratio | 0.8% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Leadership and pay
Who runs it, and what are they paid?
Officers, Directors & Key Employees
Donna Frederick’s $142K as Executive Director is at the 8th percentile of top reported officer pay among 129 $100M+ philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
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Governance & Policies
- 3Voting board membersPt VI · Ln 1a
- 1Independent board membersPt VI · Ln 1b
- Conflict-of-interest policyPt VI · Ln 12aYes
- Whistleblower policyPt VI · Ln 13Yes
- Document retention policyPt VI · Ln 14Yes
- Top official’s pay independently reviewedPt VI · Ln 15aNo
- Family or business ties among leadersPt VI · Ln 2Yes
Mission and programs
What it does.
Encourages and promotes charitable giving nationwide through grants.
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Where the work happens
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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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Filing history
Every return on file.
| Year | Revenue | Expenses | Change | Filing |
|---|---|---|---|---|
| FY2024 Latest | $340.5M | $59.5M | +331% | 990 PDF |
| FY2023 | $79.0M | $35.5M | +2% | 990 PDF |
| FY2022 | $77.6M | $26.4M | -18% | 990 PDF |
| FY2021 Viewing | $94.6M | $16.4M | +92% | 990 PDF |
| FY2020 | $49.4M | $4.1M | 990 PDF |
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Schedules filed Part IV
Full filing: Form 990 for FY2021
Part IX · Statement of functional expenses $16,444,607 across 30 lines filed
Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.
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