2024-09-09T10:38:06+00:00 2023-12-31 440160260 Forvis Mazars LLP 211 N Broadway Suite 600 St Louis MO 631022733 990 2023-01-01 842049692 Stifel Charitable Inc STIF 3143424422 501 N BROADWAY ST LOUIS MO 63102 SUSAN POTTHAST PRESIDENT 3143424422 2024-09-09 true true Kristen Hankins P01256574 3142315544 2024-09-09 2023 2024-08-08 14:25:15Z SUSAN POTTHAST 501 N BROADWAY ST LOUIS MO 63102 189400134 false X N/A X 2019 DE TO ENCOURAGE AND PROMOTE PHILANTHROPY AND CHARITABLE GIVING ACROSS THE UNITED STATES FOR THE BETTERMENT OF ALL ITS INHABITANTS THRU GRANTMAKING 5 4 0 4 -528 0 70830925 76329640 0 6722706 2672147 0 77553631 79001787 23947783 32220023 0 461930 545191 0 0 1990139 2738673 26399852 35503887 51153779 43497900 159938154 224585917 1561709 1095939 158376445 223489978 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. false false 32220023 32220023 0 STIFEL CHARITABLE DISTRIBUTED OVER $32.2M IN GRANTS TO OVER 3,000 ORGANIZATIONS FULFILLNG OUR MISSION OF PROVIDING FINANCIAL SUPPORT TO A DIVERSE ARRAY OF CAUSES 32220023 true true false false true false false false false true false false false true false true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 0 0 0 true true false false false false false false false false false false false false false false X 5 4 true false true false false false false true true false false true true true true true true false false false CA CO CT FL GA AL HI IL KS KY AK MD MA MI MN MS NV NH NJ NM NY NC ND OH OR PA RI SC TN UT VA AR WA WV WI X STIFEL CHARITABLE INC 3143424422 501 N BROADWAY ST LOUIS MO 63102 DONNA FREDERICK EXECUTIVE DIRECTOR 40.0 0.0 X X 0 145082 11676 DAN GUIRL BOARD OF DIRECTOR'S MEMBER 0.2 0.2 X 0 0 0 JOHN DUBINSKY BOARD OF DIRECTOR'S MEMBER 0.2 0.2 X 0 0 0 KURT LONGWORTH BOARD OF DIRECTOR'S MEMBER 0.2 0.2 X 0 0 0 SCOTT DOLAN BOARD OF DIRECTOR'S MEMBER 0.2 0.0 X 0 0 0 SUSAN POTTHAST PRESIDENT 0.5 40.0 X 0 0 0 0 145082 11676 0 false true false STIFEL NICOLAUS AND COMPANY ONE FINANCIAL PLAZA 501 NORTH BROADWAY ST LOUIS MO 63102 INVESTMENT MANAGEMENT 1170969 STIFEL TRUST CO NA ONE FINANCIAL PLAZA 501 NORTH BROADWAY ST LOUIS MO 63102 STAFFING & FACILITIES 558800 RENAISSANCE 8910 PURDUE ROAD SUITE 500 INDIANAPOLIS IN 46268 OPS SYSTEM & SERVICE 233979 ADVENT SOFTWARE PO BOX 419808 BOSTON MA 022419808 INTERFACE SOFTWARE 195306 4 76329640 40289605 76329640 0 0 0 0 0 5691062 -9243 5700305 0 0 107379432 110398347 -3018915 0 -3018915 8715 -3027630 0 0 0 0 0 79001787 0 -528 2672675 32220023 32220023 156758 156758 317771 317771 33671 33671 36991 36991 1008411 1008411 56674 56674 390771 390771 1170970 1170970 0 0 0 0 8433 8433 11374 11374 4198 4198 44804 44804 23615 23615 TAXES AND LICENSES 14389 14389 MISCELLANEOUS 5034 5034 0 0 0 0 35503887 32220023 3283864 0 0 0 0 0 51866 23270 5818 22106 17452 159916048 224516599 0 0 0 0 159938154 224585917 961609 483339 0 0 600100 612600 1561709 1095939 X 158376445 223489978 158376445 223489978 159938154 224585917 43497900 21615633 0 X false true X true false X 4824251 48032831 86952818 70830925 76329640 286970465 0 0 4824251 48032831 86952818 70830925 76329640 286970465 5182205 281788260 3689 568052 2124633 3938899 5700305 12335578 0 0 0 0 0 0 0 299306043 0 0.9415 0.9331 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 977 6 76329638 0 31794890 425133 215663069 8853529 true true 23270 5818 17452 17452 OTHER LIABILITY 612600 612600 99446450 21615633 0 21615633 77830817 1170970 0 1170970 79001787 34332917 0 0 34332917 1170970 0 1170970 35503887 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true SEE ATTACHMENT 501 N BROADWAY ST LOUIS MO 63102 28431524 SEE ATTACHMENT 906 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. STIFEL CHARITABLE PROVIDES A RECOMMENDED PURPOSE FOR ALL GRANTS. false false false false false false false false false DONNA FREDERICK EXECUTIVE DIRECTOR 0 119249 0 25000 0 833 0 1000 0 10676 0 156758 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ORGANIZATION. THE PRESIDENT OF THE RELATED ORGANIZATION DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. X 359 40226713 Other - Average Price X Insurance Policy 1 62892 Other - Market Value 1 false true false Schedule M, Part I NONCASH CONTRIBUTIONS THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS RECEIVED IN PART I, COLUMN B. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons KURT LONGWORTH, DONNA FREDERICK, SUSAN POTTHAST, JOHN DUBINSKY, SCOTT DOLAN, AND DAN GUIRL HAD A BUSINESS RELATIONSHIP. - Business relationship Form 990, Part VI, Line 4 Significant changes to organizational documents THE BOARD OF DIRECTORS OF STIFEL CHARITABLE INC. AMENDED THE BYLAWS REMOVING THE OBLIGATION TO DESIGNATE A SINGLE, INDEPENDENT MEMBER WITH MAJORITY VOTING POWER. ADDITIONAL AMENDMENTS TO THE BYLAWS INCLUDED REDUCING THE TERM OF MEMBERS TO ONE YEAR AND REMOVING ALL REFERENCES TO THE MANDATE FOR AN INDEPENDENT MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body THE 990 WAS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, AND BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy EACH BOARD MEMBER COMPLETED A CONFLICT OF INTEREST DISCLOSURE WHICH WAS REVIEWED BY THE EXECUTIVE DIRECTOR AND OUTSIDE LEGAL COUNSEL. NO RESTRICTIONS WERE IMPOSED AS A RESULT OF THE REVIEWS. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. STIFEL TRUST CO 501 N BROADWAY 8TH FLOOR ST LOUIS MO 63102 522194681 TRUST SERVICE MO STIFEL BANCORP C Corporation false STIFEL TRUST CO DELAWARE 4001 KENNETT PIKE SUITE 214 GREENVILLE DE 19807 271701729 TRUST SERVICE DE Stifel Bancorp C Corporation false false false false false false false false false false false false false false true true true false false false