PeerBasis.org
Philanthropy & Grantmaking · MO

Stifel Charitable Inc

Stifel Charitable Inc's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $182,339 for Donna Frederick, Executive Director (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $187,137. It is higher than the D + F figure for 3 of 18 peer organizations selected under the disclosed tier Same NTEE major group (T), nationwide + size band 0.8–1.25× revenue (approximately 17%; median $546,302). This is descriptive, not a reasonableness conclusion.

$340,456,080Total revenue (FY 2024)
$182,339Reported Part VII D + F figure
3 / 18Selected peers with a strictly lower 2025-dollar figure (approximately 17%)

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Review the selected comparables for Stifel Charitable Inc, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE major group (T), nationwide + size band 0.8–1.25× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
The New York Community Trust NY$322,622,907 $875,979
The Community Foundation For Greater GA$363,184,536 $642,004
Combined Jewish Philanthropies Of Greater Boston Inc MA$317,660,066 $624,544
Seattle Foundation WA$314,722,382 $446,060
Tides Foundation CA$367,989,822 $35,891
Greater Good Charities WA$311,909,284 $267,201
Pert Foundation IL$311,720,445 $55,291
The Cleveland Foundation OH$302,815,178 $652,523

View the organization record and available filings on ProPublica