Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2019.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
92 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
3 people listed on the 990.
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.
See Stifel Charitable INC executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2Yes
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Encourages and promotes charitable giving nationwide through grants.
Questions for Stifel Charitable INC
Your first name shows with your question. Stifel Charitable INC answers here, for everyone.
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
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2021 990, line by line.
Download 990
| Line | Start FY21 | End FY21 |
|---|---|---|
| Cash and savingsLn 1–2 | $324K | $0 |
| InvestmentsLn 11–13 | $51.9M | $132.3M |
| Land, buildings, equipmentLn 10c | $0 | $0 |
| Total assetsLn 16 | $52.2M | $132.3M |
| LiabilitiesLn 26 | $775K | $1.6M |
| Net assetsLn 32 | $51.4M | $130.7M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $15.1M | $15.1M | ||
| Grants to domestic individualsLn 2 | $0 | |||
| Grants and assistance to foreign recipientsLn 3 | $0 | |||
| Benefits paid to or for membersLn 4 | $0 | |||
| Pay of current officers, directors and key staffLn 5 | $148K | $148K | ||
| Pay of disqualified personsLn 6 | $0 | |||
| Other salaries and wagesLn 7 | $100K | $100K | ||
| Pension plan contributionsLn 8 | $0 | |||
| Other employee benefitsLn 9 | $23K | $23K | ||
| Payroll taxesLn 10 | $18K | $18K | ||
| Management feesLn 11a | $371K | $371K | ||
| Legal feesLn 11b | $1K | $1K | ||
| Accounting feesLn 11c | $129K | $129K | ||
| Lobbying feesLn 11d | $0 | |||
| Professional fundraising feesLn 11e | $0 | |||
| Investment management feesLn 11f | $494K | $494K | ||
| Other fees for servicesLn 11g | $0 | |||
| Advertising and promotionLn 12 | $0 | |||
| Office expensesLn 13 | $0 | |||
| Information technologyLn 14 | $0 | |||
| RoyaltiesLn 15 | $0 | |||
| OccupancyLn 16 | $0 | |||
| TravelLn 17 | $0 | |||
| Travel and entertainment for public officialsLn 18 | $0 | |||
| Conferences, conventions and meetingsLn 19 | $3K | $3K | ||
| InterestLn 20 | $14K | $14K | ||
| Payments to affiliatesLn 21 | $0 | |||
| Depreciation, depletion and amortizationLn 22 | $19K | $19K | ||
| InsuranceLn 23 | $0 | |||
| Other expenses (24a–d)Ln 24 | $20K | $20K | ||
| Total functional expensesLn 25 | $16.4M | $15.1M | $1.3M | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 LatestFiled with the IRS Aug 14, 2025 | $340.5M | $59.5M | $281.0M | $507.9M | 990 PDF |
| FY2023Filed with the IRS Sep 9, 2024 | $79.0M | $35.5M | $43.5M | $223.5M | 990 PDF |
| FY2022Filed with the IRS Aug 18, 2023 | $77.6M | $26.4M | $51.2M | $158.4M | 990 PDF |
| FY2021 ViewingFiled with the IRS Oct 4, 2022 | $94.6M | $16.4M | $78.1M | $130.7M | 990 PDF |
| FY2020Filed with the IRS Aug 2, 2021 | $49.4M | $4.1M | $45.2M | $51.4M | 990 PDF |
Schedules filed Part IV
See the full FY2021 990 (6 parts)
Part I · Summary $94,589,551 revenue, 12 lines filed
Part VI · Governance 1 of 3 board members independent, 2 to look at
Part VIII · Statement of revenue $94,589,551 across 9 lines filed
Part IX · Statement of functional expenses $16,444,607 across 30 lines filed
Part X · Balance sheet $132,307,100 assets, 30 lines filed
Part XI · Reconciliation of net assets $130,734,221 net assets at year end
Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File
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