Nonprofit · EIN 84-2049692
STIFEL CHARITABLE INC
Tax-exempt · SAINT LOUIS, MO 63102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $261,457,767 | $85,044,061 | $176,413,706 | $733,303,241 | $1,004,803 | $732,298,438 |
| December 31, 2024 | 990 | $340,456,080 | $59,492,056 | $280,964,024 | $508,828,251 | $883,079 | $507,945,172 |
| December 31, 2023 | 990 | $79,001,787 | $35,503,887 | $43,497,900 | $224,585,917 | $1,095,939 | $223,489,978 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $224,940,937
- Program service revenue
- $0
- Investment income
- $36,516,830
- Net gain from sales of assets
- $17,486,673
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $77,723,812
- Compensation of officers, directors and key employees
- $196,587
- Other salaries and wages
- $465,051
- Salaries, compensation and benefits (total)
- $735,932
- Professional fundraising fees
- $0
- Legal fees
- $3,525
- Accounting fees
- $1,070,411
- Depreciation
- $4,654
- Program services (functional)
- $77,723,812
- Management and general (functional)
- $7,320,249
Balance sheet and other
- Total assets, start of year
- $508,828,251
- Total assets, end of year
- $733,303,241
- Total liabilities, end of year
- $1,004,803
- Net assets, end of year
- $732,298,438
- Land, buildings and equipment
- $8,144
- Publicly traded securities
- $732,437,007
- Net assets without donor restrictions
- $732,298,438
- Gross unrelated business income
- $40
- Gross receipts
- $702,086,875
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2019
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA FREDERICK | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $154,838 | $41,749 |
| SUSAN POTTHAST | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CHRIS REICHERT | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
| JAMES ZEMLYAK | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
| KURT LONGWORTH | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
| SCOTT DOLAN | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DONNA FREDERICK | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $141,780 | $40,559 |
| SUSAN POTTHAST | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| CHRIS REICHERT | BOARD OF DIRECTOR'S MEMBER-START 12/2024 Trustee or director | 0.2 | $0 | $0 |
| DAN GUIRL | BOARD OF DIRECTOR'S MEMBER-END 12/2024 Trustee or director | 0.2 | $0 | $0 |
| JAMES ZEMLYAK | BOARD OF DIRECTOR'S MEMBER-START 12/2024 Trustee or director | 0.2 | $0 | $0 |
| JOHN DUBINSKY | BOARD OF DIRECTOR'S MEMBER-END 12/2024 Trustee or director | 0.2 | $0 | $0 |
| KURT LONGWORTH | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
| SCOTT DOLAN | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONNA FREDERICK | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $145,082 | $11,676 |
| DAN GUIRL | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JOHN DUBINSKY | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| KURT LONGWORTH | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| SCOTT DOLAN | BOARD OF DIRECTOR'S MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| SUSAN POTTHAST | PRESIDENT Officer | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 501 N BROADWAY, SAINT LOUIS, MO 63102-2102
- In care of
- % STIFEL CHARITABLE INC
- Principal officer (990 for 2025)
- SUSAN POTTHAST, 501 N BROADWAY, ST LOUIS, MO 63102
- Signed the 990
- SUSAN POTTHAST, PRESIDENT
- Phone
- (314) 342-4422
- Return prepared by
- FORVIS MAZARS LLP
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.
Program accomplishments
- 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 CAUSESExpenses $77,723,812 · grants $77,723,812
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-2049692
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $733,303,241
- Income (IRS master file)
- $702,086,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $261,457,767 | $85,044,061 | $733,303,241 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $340,456,080 | $59,492,056 | $508,828,251 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $79,001,787 | $35,503,887 | $224,585,917 | XML |
| 990 | December 2022 | $77,553,631 | $26,399,852 | $159,938,154 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-2049692).
Questions about STIFEL CHARITABLE INC
- What is the EIN of STIFEL CHARITABLE INC?
- The employer identification number (EIN) of STIFEL CHARITABLE INC is 84-2049692.
- Is STIFEL CHARITABLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to STIFEL CHARITABLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STIFEL CHARITABLE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STIFEL CHARITABLE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STIFEL CHARITABLE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of STIFEL CHARITABLE INC?
- The 990 for the year ended December 31, 2025 names SUSAN POTTHAST.
- Who are the officers and directors of STIFEL CHARITABLE INC?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $154,838 (DONNA FREDERICK, EXECUTIVE DIRECTOR).
- How much revenue does STIFEL CHARITABLE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $261,457,767, expenses of $85,044,061 and total assets of $733,303,241 at year end.
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All nonprofits in SAINT LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations