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Missouri · Nonprofit

STIFEL CHARITABLE INC

STIFEL CHARITABLE INC (Missouri) receives grants from 34 organizations whose IRS filings report $201,490,693 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($148,186,718). 13 of them have funded it in more than one year, and 96% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. STIFEL CHARITABLE INC administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.

Revenue FY2025
$261M
Funders on record
34
Grants received
$201M
Net assets
$732M
13/34 repeat funders

Hosts funds for others

STIFEL CHARITABLE INC administers funds on behalf of other donors. The grants recorded as coming in are contributions into those funds, so they count custody rather than support for a programSTIFEL CHARITABLE INC runs itself. This page therefore states the flows and does not draw the comparisons it would draw for an operating charity: concentration, funder retention, grant dependency and the peer field are all left out, because each of them would read a vehicle as if it were a program.

Paid out

$176M

Recipients

3

Contributions on record

$201M

Donors on record

34

Payments out are 0.88x the contributions on record, so most of what arrives moves on within the period covered here.

01The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended.

100 = 20192019 Revenue 100 ($4.8M) Expenses 100 ($247k) Net assets 100 ($4.6M)2020 Revenue 1022 ($49M) Expenses 1675 ($4.1M) Net assets 1116 ($51M)2021 Revenue 1959 ($95M) Expenses 6665 ($16M) Net assets 2837 ($131M)2022 Revenue 1606 ($78M) Expenses 10699 ($26M) Net assets 3437 ($158M)2023 Revenue 1636 ($79M) Expenses 14389 ($36M) Net assets 4850 ($223M)2024 Revenue 7052 ($340M) Expenses 24111 ($59M) Net assets 11022 ($508M)2025 Revenue 5416 ($261M) Expenses 34467 ($85M) Net assets 15891 ($732M)
2019202020212022202320242025
Revenue (5416)Expenses (34467)Net assets (15891)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $225M to $509M (+127%).

$4.8M
$52M
$132M
$160M
$225M
$509M
$733M
2019202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 7 reported years ran a deficit.

$4.6M
’19
$45M
’20
$78M
’21
$51M
’22
$43M
’23
$281M
’24
$176M
’25
0.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Donna Frederick

Executive director

As listed on its FY2025 Form 990.

201920202021202220242025
Listed333686
Joined·+1+0+3·+0
No longer listed·100·2
02Who funds it

Who funds it, year by year

2020 → 2023: the base broadened from 6 funders to 12 funders, grant income rose $6.0M → $12M.

27 of 34 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 96% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of STIFEL CHARITABLE INC’s funders (the co-funder graph). Top 30 of 34 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

96% of STIFEL CHARITABLE INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $8.4M that is directly attributable, 98% of it comes from funders outside Missouri, across 5 states.

WA
NV
IN
CA
MO

In-state vs out-of-state, by year

’20
’22
’23
Missouri out of state home

Funder states come from each funder’s own filing. $193M arriving through sponsors registered in 16 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

03Its place in the field
04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

91% of spending goes to programs.

Program 91%Management 9%Fundraising 0%

Governance

6
board members
17%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

94%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 38 states

AK
ME
NH
WA
ND
MN
IL
WI
MI
NY
MA
OR
NV
SD
OH
PA
NJ
CT
RI
CA
CO
KY
WV
VA
MD
NM
KS
AR
TN
NC
SC
DC
HI
OK
MS
AL
GA
FL

Part of a family of 2 related entities

  • Stifel Trust Co · corp_trust
  • Stifel Trust Co Delaware · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for STIFEL CHARITABLE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds STIFEL CHARITABLE INC?
STIFEL CHARITABLE INC (Missouri) receives grants from 34 organizations whose IRS filings report $201,490,693 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($148,186,718). 13 of them have funded it in more than one year, and 96% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly. STIFEL CHARITABLE INC administers funds for other donors, so those contributions arrive into funds it holds rather than supporting a program it runs itself.
How many funders does STIFEL CHARITABLE INC have?
IRS filings report 34 organizations giving $201,490,693 in grants to STIFEL CHARITABLE INC, 13 of which have funded it in more than one year.
Who is the largest funder of STIFEL CHARITABLE INC?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $148,186,718 in grants. The full list of funders is on this page.
How can an organization like STIFEL CHARITABLE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 34 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing