Raymond James Charitable Endowment Fund
98% goes to programs $0 to raise $100 Strong reserves Growing revenue
Raymond James Charitable Endowment Fund is a 501(c)(3) organization based in St Petersburg, Florida, registered in 2000, with $955,087,502 in FY2024 revenue. CharityIndex grades it A+, and it directs about 98% of spending to programs.
Po Box 23559, St Petersburg, FL, 33742 EIN 59-3652538 Since 2000
Revenue (FY2024)
$955.1M
▲ 64.6% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$478.1M
Net assets
$2.4B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A+
A+Program efficiency40% of the rating98% to programs · $0 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Raymond James Charitable Endowment Fund: 98% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating59 mo reserves · +50% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Raymond James Charitable Endowment Fund: 59 mo reserves · +50% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Raymond James Charitable Endowment Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Raymond James Charitable Endowment Fund: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
Supporting philanthropy through donor advised funds that simplify giving and maximize impact.
Contact & location
- Address
- Po Box 23559, St Petersburg, FL, 33742
- City
- St Petersburg
- State
- Florida
- Subcategory
- Public Foundations
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $78.5M (FY2013) to $955.1M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $10.2MNet assets $2.4B
Operating margin
49.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.4B
Total liabilities
$10.2M
Net assets
$2.4B
Salaries & benefits
$82K
0% of expenses
Board members
6
6 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $955,087,502▲64.6% | $478,079,648▲46.6% | $2,360,316,688▲22.7% | $2,370,530,074▲22.6% | 990 |
| 2023 | $580,390,634▲42.1% | $326,086,528▲25.9% | $1,923,465,145▲28.1% | $1,932,993,768▲28.0% | 990 |
| 2022 | $408,375,986▼46.4% | $259,044,843▼33.8% | $1,501,103,284▲3.7% | $1,509,811,188▲3.3% | 990 |
| 2021 | $761,758,301▲112% | $391,163,193▲124% | $1,448,031,679▲26.4% | $1,460,954,923▲26.1% | 990 |
| 2020 | $358,502,519▲6.7% | $174,499,560▲23.0% | $1,145,385,910▲50.0% | $1,158,770,884▲49.7% | 990 |
| 2019 | $335,844,216▲42.3% | $141,923,563▲29.1% | $763,667,958▲15.9% | $774,138,314▲16.9% | 990 |
| 2018 | $235,982,155▲17.1% | $109,975,513▲24.1% | $658,983,426▲20.3% | $662,073,374▲20.2% | 990 |
| 2017 | $201,569,250▲29.3% | $88,647,336▲40.6% | $547,756,989▲28.3% | $550,652,151▲27.8% | 990 |
| 2016 | $155,921,718▲82.9% | $63,057,041▲37.8% | $426,817,784▲36.8% | $430,979,876▲37.1% | 990 |
| 2015 | $85,237,019▲1.8% | $45,760,907▲3.5% | $311,979,245▲7.7% | $314,342,167▲7.7% | 990 |
| 2014 | $83,722,174▲6.7% | $44,220,110▲19.6% | $289,546,542▲16.5% | $291,808,433▲16.4% | 990 |
| 2013 | $78,476,631 | $36,961,767▲38.4% | $248,580,092▲24.2% | $250,716,510▲23.3% | 990 |
| 2012 | — | $26,706,533 | $200,119,834 | $203,261,522 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Elizabeth Brady — $18,000 (0.00% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Elizabeth Brady | Trustee | 0.5 | $18,000 |
| Jeffrey Gallagher | Trustee | 0.5 | $18,000 |
| Lauren Nicole Johnson | Trustee | 0.5 | $16,500 |
| Thomas Wilkins | Trustee/chairman | 0.5 | $15,500 |
| Erik Fruland | Trustee/cfo | 0.5 | — |
| Nicole Hisler | President (as of 04/23/24) | 15 | — |
| Scott Zebra | Trustee | 0.5 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Raymond James Trust Na | Admin Svc&inv Mgmt | $14,067,248 |
| Raymond James Asset Management Serv | Money Manager Fees | $641,262 |
Grants received · $130.7M total
133 grants to Raymond James Charitable Endowment Fund totaling $130.7M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Arizona Community Foundation | This award is designated support for the odom family foundation fund | 2024 | $7,952,021 |
| The Us Charitable Gift Trust | For recipient's exempt purpose | 2024 | $4,298,175 |
| Dechomai Foundation Inc | Unrestricted | 2024 | $3,251,348 |
| San Antonio Area Foundation | General support | 2024 | $3,197,710 |
| American Endowment Foundation | Philanthropy | 2024 | $1,812,732 |
| American Gift Fund | Operations | 2024 | $1,494,823 |
| Greater Horizons | Public, societal benefit | 2024 | $486,702 |
| National Christian Charitable Foundation | Giving and generosity | 2024 | $339,684 |
| Servant Foundation | Community development | 2024 | $162,139 |
| Community Foundation of Greater Memphis Inc | General operational support | 2024 | $75,932 |
| T Rowe Price Program For Charitable Giving Inc | Multiple | 2024 | $29,904 |
| The Community Foundation For Greater Atlanta Inc | Philanthropy/voluntarism | 2024 | $20,585 |
| American Online Giving Foundation Inc | General support | 2024 | $20,000 |
| Ayco Charitable Foundation | Community & human services | 2024 | $17,109 |
| Coastal Community Foundation of South Carolina Inc | Philanthropy | 2024 | $15,000 |
Grants made · $411.3M in FY2024
9,882 grants totaling $411.3M in FY2024 — showing the 15 largest. All grants made by Raymond James Charitable Endowment Fund →
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund | General support | $36,438,572 |
| American Endowment Foundation | General support | $15,622,185 |
| Pbs Foundation | General support | $10,027,230 |
| Sam Schmidt Foundation | General support | $7,600,000 |
| Donor Advised Charitable Giving | General support | $6,818,896 |
| Impactassets Inc | General support | $5,090,000 |
| James Museum of Western Art | General support | $5,071,800 |
| National Public Radio Inc | General support | $5,053,050 |
| Oregon Shakespeare Festival Association | General support | $5,002,000 |
| American Gift Fund | General support | $3,671,076 |
| Samaritans Purse | General support | $3,148,435 |
| Congregation Shaarei Tfilo Bnei Ruven Nusach Hoari | General support | $3,004,660 |
| Renaissance Charitable Foundation Inc | General support | $2,956,204 |
| Villanova University | General support | $2,527,250 |
| Saint Thomas Health Foundations | General support | $2,025,000 |
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Compare Raymond James Charitable Endowment Fund
Frequently asked questions
- Is Raymond James Charitable Endowment Fund a legitimate nonprofit?
- Yes. Raymond James Charitable Endowment Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 59-3652538, based in St Petersburg, Florida. Donations are tax-deductible.
- What is Raymond James Charitable Endowment Fund's EIN?
- Raymond James Charitable Endowment Fund's Employer Identification Number (EIN) is 59-3652538.
- How much revenue does Raymond James Charitable Endowment Fund report?
- Raymond James Charitable Endowment Fund reported $955,087,502 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Raymond James Charitable Endowment Fund's spending goes to programs?
- Raymond James Charitable Endowment Fund spends about 98% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Raymond James Charitable Endowment Fund have?
- CharityIndex grades Raymond James Charitable Endowment Fund A+, based on program efficiency and fundraising cost.
- How much does Raymond James Charitable Endowment Fund's highest-paid employee make?
- The highest reported compensation on Raymond James Charitable Endowment Fund's latest Form 990 is $18,000, paid to Elizabeth Brady (Trustee).
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Data for Raymond James Charitable Endowment Fund (EIN 59-3652538) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.