{"success":true,"data":{"_id":842049692,"filings":[{"Organization":{"value":null,"Person":["KURT LONGWORTH","DONNA FREDERICK","JOHN DUBINSKY"],"Title":["PRESIDENT","EXECUTIVE DIRECTOR","DIRECTOR"],"Hours":[0.3,40.0,0.15],"Total Compensation":[10272,7133,0],"Direct compensation":[0,0,0],"Other compensation":[10272,7133,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2021,"name":"STIFEL CHARITABLE INC","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":"KURT LONGWORTH","year_formation":2019,"state_legal_domicile":"DE","total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":94589551,"Contributions":{"value":86952818,"Other contributions":86952818,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":7636733,"Investment income total":2124633,"Net investment gain":5512100,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16444607,"Grant expense":{"value":15104704,"Grants to domestic orgs":15104704,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":288900,"Current officers":147771,"Disqualified persons":0,"Other salaries and wages":100365,"Pension plan contributions":0,"Other employee benefits":22592,"Payroll taxes":18172},"Other expenses":{"value":1051003,"Management services":370824,"Legal":1260,"Accounting":128759,"Lobbying services":0,"Investment management fees":494477,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3410,"Interest":13519,"Payments to affiliates":0,"Depreciation and depletion":18961,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19793,"TAXES AND LICENSES":19300,"BANK CHARGES":10,"MISCELLANEOUS":483},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":15104704,"Management And General Expenses":1339903,"Fundraising Expenses":0}},"Assets":{"value":132307100,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":132307100,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1572879,"Sum of Total Liabilities":0,"Accounts payable, accrued":922779,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":650100},"Fund balance":{"value":130734221,"Net assets without donor restriction":130734221,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9185202176008219,"percentile":0.7999230663884704},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.8261477422596075,"percentile":0.9757982945287433},"Liabilities to Assets Ratio":{"score":0.011888092173435894,"percentile":0.48913775557860684},"Operating Reserve Ratio":{"score":8.045622494961417,"percentile":0.8695353254548721},"Officer Compensation Ratio":{"score":0.0010584016997183332,"percentile":0.9954765385116923},"Program Expense Growth":{"score":1.1965358129093984,"percentile":0.9890989810634266},"Revenue Growth":{"score":0.9049848851280622,"percentile":0.9959388003586935},"Asset Growth":{"score":1.0106479836833444,"percentile":0.99689051361336},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8342869187867615,"percentile":0.9757118604714878}},"source_xml":"202242779349300844_public.xml"},{"Organization":{"value":null,"Person":["DONNA FREDERICK","SUSAN POTTHAST","CHRIS REICHERT","DAN GUIRL","JAMES ZEMLYAK","JOHN DUBINSKY","KURT LONGWORTH","SCOTT DOLAN"],"Title":["EXECUTIVE DIRECTOR","PRESIDENT","BOARD OF DIRECTOR'S MEMBER-START 12/2024","BOARD OF DIRECTOR'S MEMBER-END 12/2024","BOARD OF DIRECTOR'S MEMBER-START 12/2024","BOARD OF DIRECTOR'S MEMBER-END 12/2024","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER"],"Hours":[40.0,0.5,0.2,0.2,0.2,0.2,0.2,0.2],"Total Compensation":[182339,0,0,0,0,0,0,0],"Direct compensation":[141780,0,0,0,0,0,0,0],"Other compensation":[40559,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2024,"name":"Stifel Charitable Inc","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":null,"year_formation":2019,"state_legal_domicile":"DE","total_volunteers":5,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":25320,"Net unrelated business taxable income":21313,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":340456080,"Contributions":{"value":301973480,"Other contributions":301973480,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":38482600,"Investment income total":15565438,"Net investment gain":22917162,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":59492056,"Grant expense":{"value":54420221,"Grants to domestic orgs":54420221,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":572014,"Current officers":182339,"Disqualified persons":0,"Other salaries and wages":340748,"Pension plan contributions":0,"Other employee benefits":10171,"Payroll taxes":38756},"Other expenses":{"value":4499821,"Management services":1594173,"Legal":38615,"Accounting":703517,"Lobbying services":0,"Investment management fees":2036153,"Other services":0,"Advertising":8037,"Office expenses":7888,"Information technology":12951,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3818,"Interest":42230,"Payments to affiliates":0,"Depreciation and depletion":23615,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":28824,"TAXES AND LICENSES":15213,"MISCELLANEOUS":13611},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":54420221,"Management And General Expenses":5071835,"Fundraising Expenses":0}},"Assets":{"value":508828251,"Non-interest bearing cash":0,"Savings and temp cash investments":226466,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":75379,"Land, building, equipment":12798,"Investments publicly traded":508513608,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":883079,"Sum of Total Liabilities":0,"Accounts payable, accrued":320479,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":562600},"Fund balance":{"value":507945172,"Net assets without donor restriction":507945172,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9147476933727084,"percentile":0.7943065099530342},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.8252577659943685,"percentile":0.975695781199463},"Liabilities to Assets Ratio":{"score":0.0017355148780840786,"percentile":0.5595346367698896},"Operating Reserve Ratio":{"score":8.552877227843664,"percentile":0.8761507835382101},"Officer Compensation Ratio":{"score":0.0030649302152206672,"percentile":0.9885150377500492},"Program Expense Growth":{"score":0.4850857722763114,"percentile":0.9269246555915548},"Revenue Growth":{"score":0.46455429402123916,"percentile":0.9772482110815933},"Asset Growth":{"score":0.4853373399160155,"percentile":0.9706663653717996},"Independent Voting Board Pct":{"score":0.8333333333333334,"percentile":0.20587825144360158},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8332868176515673,"percentile":0.9753016918904012}},"source_xml":"202542269349303159_public.xml"},{"Organization":{"value":null,"Person":["KURT LONGWORTH","DONNA FREDERICK","JOHN DUBINSKY"],"Title":["PRESIDENT","EXECUTIVE DIRECTOR","DIRECTOR"],"Hours":[0.3,40.0,0.15],"Total Compensation":[15560,9461,0],"Direct compensation":[0,0,0],"Other compensation":[15560,9461,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2020,"name":"STIFEL CHARITABLE INC","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":"Kurt Longworth","year_formation":2019,"state_legal_domicile":"DE","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"501 N Broadway, St Louis, MO, 63102, USA","city":"St Louis","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":49361142,"Contributions":{"value":48032831,"Other contributions":48032831,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1328311,"Investment income total":568052,"Net investment gain":760259,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":4132811,"Grant expense":{"value":3662359,"Grants to domestic orgs":3662359,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":213804,"Current officers":126761,"Disqualified persons":0,"Other salaries and wages":58054,"Pension plan contributions":0,"Other employee benefits":7953,"Payroll taxes":21036},"Other expenses":{"value":256648,"Management services":77958,"Legal":13802,"Accounting":42000,"Lobbying services":0,"Investment management fees":108529,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3315,"Interest":8233,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":2811,"TAXES AND LICENSES":1291,"BANK CHARGES":189,"MISCELLANEOUS":1331},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":3662359,"Management And General Expenses":470452,"Fundraising Expenses":0}},"Assets":{"value":52188657,"Non-interest bearing cash":323747,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":51864910,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":775236,"Sum of Total Liabilities":0,"Accounts payable, accrued":125236,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":650000},"Fund balance":{"value":51413421,"Net assets without donor restriction":51413421,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.886166582502805,"percentile":0.7488653299283833},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.9162739994953926,"percentile":0.9853762595841301},"Liabilities to Assets Ratio":{"score":0.014854492231903956,"percentile":0.47635329456125775},"Operating Reserve Ratio":{"score":12.627883781765002,"percentile":0.9127818491311793},"Officer Compensation Ratio":{"score":0.006054232821196034,"percentile":0.9770437503998687},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7637349603925703,"percentile":0.9308820944315666}},"source_xml":"202112149349300766_public.xml"},{"Organization":{"value":null,"Person":["DONNA FREDERICK","KURT LONGWORTH","JOHN DUBINSKY","DAN GUIRL","SCOTT DOLAN","SUSAN POTTHAST"],"Title":["EXECUTIVE DIRECTOR","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","PRESIDENT"],"Hours":[40.0,0.15,0.15,0.15,0.15,0.5],"Total Compensation":[9532,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[9532,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2022,"name":"STIFEL CHARITABLE INC","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":"SUSAN POTTHAST","year_formation":2019,"state_legal_domicile":"DE","total_volunteers":4,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":77553631,"Contributions":{"value":70830925,"Other contributions":70830925,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":6722706,"Investment income total":3938899,"Net investment gain":2783807,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":26399852,"Grant expense":{"value":23947783,"Grants to domestic orgs":23947783,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":461930,"Current officers":164323,"Disqualified persons":0,"Other salaries and wages":238463,"Pension plan contributions":0,"Other employee benefits":29410,"Payroll taxes":29734},"Other expenses":{"value":1990139,"Management services":743696,"Legal":27265,"Accounting":271263,"Lobbying services":0,"Investment management fees":878240,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":9771,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":510,"Interest":20568,"Payments to affiliates":0,"Depreciation and depletion":20125,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":18701,"TAXES AND LICENSES":12989,"BANK CHARGES":88,"MISCELLANEOUS":5624},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":23947783,"Management And General Expenses":2452069,"Fundraising Expenses":0}},"Assets":{"value":159938154,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":22106,"Investments publicly traded":159916048,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1561709,"Sum of Total Liabilities":0,"Accounts payable, accrued":961609,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":600100},"Fund balance":{"value":158376445,"Net assets without donor restriction":158376445,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9071180777831633,"percentile":0.7825809816889948},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.6595923148975449,"percentile":0.9529376182953888},"Liabilities to Assets Ratio":{"score":0.009764455578248078,"percentile":0.4995059264248246},"Operating Reserve Ratio":{"score":6.058297372273148,"percentile":0.8342809056680339},"Officer Compensation Ratio":{"score":0.00036106263019959357,"percentile":0.9978501104003962},"Program Expense Growth":{"score":0.7764634617107715,"percentile":0.9701341301335645},"Revenue Growth":{"score":0.4655199805471836,"percentile":0.9773436797895545},"Asset Growth":{"score":0.6249394065164802,"percentile":0.9845246209025557},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8257407306607749,"percentile":0.972182130848777}},"source_xml":"202332309349300213_public.xml"},{"Organization":{"value":null,"Person":["DONNA FREDERICK","DAN GUIRL","JOHN DUBINSKY","KURT LONGWORTH","SCOTT DOLAN","SUSAN POTTHAST"],"Title":["EXECUTIVE DIRECTOR","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER","PRESIDENT"],"Hours":[40.0,0.2,0.2,0.2,0.2,0.5],"Total Compensation":[11676,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[11676,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2023,"name":"Stifel Charitable Inc","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":null,"year_formation":2019,"state_legal_domicile":"DE","total_volunteers":4,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":-528,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":79001787,"Contributions":{"value":76329640,"Other contributions":76329640,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2672147,"Investment income total":5691062,"Net investment gain":-3018915,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35503887,"Grant expense":{"value":32220023,"Grants to domestic orgs":32220023,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":545191,"Current officers":156758,"Disqualified persons":0,"Other salaries and wages":317771,"Pension plan contributions":0,"Other employee benefits":33671,"Payroll taxes":36991},"Other expenses":{"value":2738673,"Management services":1008411,"Legal":56674,"Accounting":390771,"Lobbying services":0,"Investment management fees":1170970,"Other services":0,"Advertising":0,"Office expenses":8433,"Information technology":11374,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":4198,"Interest":44804,"Payments to affiliates":0,"Depreciation and depletion":23615,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19423,"TAXES AND LICENSES":14389,"MISCELLANEOUS":5034},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":32220023,"Management And General Expenses":3283864,"Fundraising Expenses":0}},"Assets":{"value":224585917,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":51866,"Land, building, equipment":17452,"Investments publicly traded":224516599,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1095939,"Sum of Total Liabilities":0,"Accounts payable, accrued":483339,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":612600},"Fund balance":{"value":223489978,"Net assets without donor restriction":223489978,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9075069160737246,"percentile":0.7831918184527885},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5505938745410911,"percentile":0.9313323736890063},"Liabilities to Assets Ratio":{"score":0.0048798206701446915,"percentile":0.530053274732766},"Operating Reserve Ratio":{"score":6.325671242700834,"percentile":0.8401421590907024},"Officer Compensation Ratio":{"score":0.00032886540000535714,"percentile":0.9979809987267692},"Program Expense Growth":{"score":0.5637672864639818,"percentile":0.944381795731109},"Revenue Growth":{"score":0.2890935024174769,"percentile":0.9424654051918739},"Asset Growth":{"score":0.47696244133474724,"percentile":0.9694448314986962},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8175400774658719,"percentile":0.9683826218911631}},"source_xml":"202432539349300813_public.xml"},{"Organization":{"value":null,"Person":["DONNA E FREDERICK","JOHN P DUBINKSKY","KURT LONGWORTH"],"Title":["EXECUTIVE DIRECTOR","DIRECTOR","PRESIDENT"],"Hours":[40.0,0.0,10.0],"Total Compensation":[0,0,0],"Direct compensation":[0,0,0],"Other compensation":[0,0,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all of its inhabitants by making grants to other public charities.","year":2019,"name":"Stifel Charitable Inc","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":"KURT LONGWORTH","year_formation":2019,"state_legal_domicile":"DE","total_volunteers":0,"tax_period_begin":"2019-06-10T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":1,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":4827941,"Contributions":{"value":4824251,"Other contributions":4824251,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":3690,"Investment income total":3689,"Net investment gain":1,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":246744,"Grant expense":{"value":74760,"Grants to domestic orgs":74760,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":171984,"Management services":77253,"Legal":55335,"Accounting":32000,"Lobbying services":0,"Investment management fees":483,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":6913,"TAXES AND LICENSES":1963,"MISCELLANEOUS":4950},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":74760,"Management And General Expenses":171984,"Fundraising Expenses":0}},"Assets":{"value":4779796,"Non-interest bearing cash":714,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":4779082,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":171500,"Sum of Total Liabilities":0,"Accounts payable, accrued":171500,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":4608296,"Net assets without donor restriction":4608296,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.30298609084719386,"percentile":0.4571902717246824},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.9488924988934206,"percentile":0.988796903159958},"Liabilities to Assets Ratio":{"score":0.035880192376411046,"percentile":0.4153735130679593},"Operating Reserve Ratio":{"score":19.371478131180496,"percentile":0.9439220946195419},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.3333333333333333,"percentile":0.1195815334098785},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6273428889165014,"percentile":0.6828434941883452}},"source_xml":"202003149349300945_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["DONNA FREDERICK","SUSAN POTTHAST","CHRIS REICHERT","DAN GUIRL","JAMES ZEMLYAK","JOHN DUBINSKY","KURT LONGWORTH","SCOTT DOLAN"],"Title":["EXECUTIVE DIRECTOR","PRESIDENT","BOARD OF DIRECTOR'S MEMBER-START 12/2024","BOARD OF DIRECTOR'S MEMBER-END 12/2024","BOARD OF DIRECTOR'S MEMBER-START 12/2024","BOARD OF DIRECTOR'S MEMBER-END 12/2024","BOARD OF DIRECTOR'S MEMBER","BOARD OF DIRECTOR'S MEMBER"],"Hours":[40.0,0.5,0.2,0.2,0.2,0.2,0.2,0.2],"Total Compensation":[182339,0,0,0,0,0,0,0],"Direct compensation":[141780,0,0,0,0,0,0,0],"Other compensation":[40559,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"To encourage and promote philanthropy and charitable giving across the united states for the betterment of all its inhabitants thru grantmaking","year":2024,"name":"Stifel Charitable Inc","phone":3143424422,"website":null,"type":"990","affiliation":null,"foreign_countries":["United States"],"principal_officer":null,"year_formation":2019,"state_legal_domicile":"DE","total_volunteers":5,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"501 N BROADWAY, ST LOUIS, MO, 63102, USA","city":"ST LOUIS","state":"MO","country":"USA","zip_code":63102},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":6,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":25320,"Net unrelated business taxable income":21313,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":340456080,"Contributions":{"value":301973480,"Other contributions":301973480,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":38482600,"Investment income total":15565438,"Net investment gain":22917162,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":59492056,"Grant expense":{"value":54420221,"Grants to domestic orgs":54420221,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":572014,"Current officers":182339,"Disqualified persons":0,"Other salaries and wages":340748,"Pension plan contributions":0,"Other employee benefits":10171,"Payroll taxes":38756},"Other expenses":{"value":4499821,"Management services":1594173,"Legal":38615,"Accounting":703517,"Lobbying services":0,"Investment management fees":2036153,"Other services":0,"Advertising":8037,"Office expenses":7888,"Information technology":12951,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3818,"Interest":42230,"Payments to affiliates":0,"Depreciation and depletion":23615,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":28824,"TAXES AND LICENSES":15213,"MISCELLANEOUS":13611},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":54420221,"Management And General Expenses":5071835,"Fundraising Expenses":0}},"Assets":{"value":508828251,"Non-interest bearing cash":0,"Savings and temp cash investments":226466,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":75379,"Land, building, equipment":12798,"Investments publicly traded":508513608,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":883079,"Sum of Total Liabilities":0,"Accounts payable, accrued":320479,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":562600},"Fund balance":{"value":507945172,"Net assets without donor restriction":507945172,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9147476933727084,"percentile":0.7943065099530342},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.8252577659943685,"percentile":0.975695781199463},"Liabilities to Assets Ratio":{"score":0.0017355148780840786,"percentile":0.5595346367698896},"Operating Reserve Ratio":{"score":8.552877227843664,"percentile":0.8761507835382101},"Officer Compensation Ratio":{"score":0.0030649302152206672,"percentile":0.9885150377500492},"Program Expense Growth":{"score":0.4850857722763114,"percentile":0.9269246555915548},"Revenue Growth":{"score":0.46455429402123916,"percentile":0.9772482110815933},"Asset Growth":{"score":0.4853373399160155,"percentile":0.9706663653717996},"Independent Voting Board Pct":{"score":0.8333333333333334,"percentile":0.20587825144360158},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8332868176515673,"percentile":0.9753016918904012}},"source_xml":"202542269349303159_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}