Nonprofit · EIN 27-1439256
STIFEL FOUNDATION INC
Tax-exempt · ST LOUIS, MO 63102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,285,228 | $1,130,817 | $154,411 | $1,918,911 | $5,000 | $1,913,911 |
| December 31, 2024 | 990-PF | $1,379,598 | $2,430,000 | -$1,050,402 | $1,723,487 | $76,000 | $1,647,487 |
| December 31, 2023 | 990-PF | $1,255,190 | $1,316,557 | -$61,367 | $2,739,438 | $0 | $2,739,438 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,200,000
- Dividends
- $43,272
- Net gain from sales of assets
- $41,956
Expenses
- Grants and similar amounts paid
- $1,127,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,127,500
- Excise tax on investment income
- $1,139
Balance sheet and other
- Total assets, start of year
- $1,723,487
- Total assets, end of year
- $1,918,911
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $1,913,911
- Fair market value of assets
- $1,918,911
- Qualifying distributions
- $1,127,500
- Net investment income
- $85,228
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M ZEMLYAK ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | PRESIDENT/DIRECTOR/OFFICER | 40 | $0 |
| JOHN D HAFFENREFFER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| CATHERINE F KRAMER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| JAMES LASCHOBER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | TREASURER/DIRECTOR/OFFICER | 40 | $0 |
| MARK FISHER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | SECRETARY/DIRECTOR/OFFICER | 40 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M ZEMLYAK ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | PRESIDENT/DIRECTOR/OFFICER | 40 | $0 |
| JOHN D HAFFENREFFER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| CATHERINE F KRAMER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| JAMES LASCHOBER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | TREASURER/DIRECTOR/OFFICER | 40 | $0 |
| MARK FISHER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | SECRETARY/DIRECTOR/OFFICER | 40 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M ZEMLYAK ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | PRESIDENT/DIRECTOR/OFFICER | 40 | $0 |
| JOHN D HAFFENREFFER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| CATHERINE F KRAMER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | VP/DIRECTOR/OFFICER | 40 | $0 |
| JAMES LASCHOBER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | TREASURER/DIRECTOR/OFFICER | 40 | $0 |
| MARK FISHER ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102 | SECRETARY/DIRECTOR/OFFICER | 40 | $0 |
Address and contacts
- Address (IRS master file)
- ONE FINANCIAL PLAZA 501 N BROADWAY, ST LOUIS, MO 63102-0000
- In care of
- % STIFEL FINANCIAL CORP
- Signed the 990-PF
- JAMES LASCHOBER, TREASURER/OFFICER
- Phone
- (314) 342-7301
- Website
- WWW.STIFEL.COM
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-1439256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,918,911
- Income (IRS master file)
- $1,653,778
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,285,228 | $1,130,817 | $1,918,911 | IRS |
| 990-PF | December 2024 | $1,379,598 | $2,430,000 | $1,723,487 | IRS |
| 990-PF | December 2023 | $1,255,190 | $1,316,557 | $2,739,438 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 27-1439256).
Questions about STIFEL FOUNDATION INC
- What is the EIN of STIFEL FOUNDATION INC?
- The employer identification number (EIN) of STIFEL FOUNDATION INC is 27-1439256.
- Is STIFEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to STIFEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STIFEL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STIFEL FOUNDATION 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 FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of STIFEL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does STIFEL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,285,228, expenses of $1,130,817 and total assets of $1,918,911 at year end.
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All nonprofits in ST LOUIS · Missouri · Philanthropy, voluntarism and grantmaking foundations