Raymond James Charitable Endowment Fund

Raymond James Charitable Endowment Fund Overview

Raymond James Charitable Endowment Fund is located in St Petersburg, FL. The organization was established in 2000. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.

For the year ending 03/2021, Raymond James Charitable Endowment Fund generated $358.5m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 27.1% each year . All expenses for the organization totaled $174.5m during the year ending 03/2021. While expenses have increased by 25.0% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Raymond James Charitable Endowment Fund has awarded 22,457 individual grants totaling $571,262,436. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

SUPPORTING PHILANTHROPY THROUGH DONOR ADVISED FUNDS THAT SIMPLIFY GIVING AND MAXIMIZE IMPACT.

Describe the Organization's Program Activity:

Part 3 - Line 4a

THE RJCEF OPERATES DONOR-ADVISED FUNDS AS THE MAJOR PART OF ITS CHARITABLE OPERATIONS AND CONDUCTS ITS FUNDS IN ACCORDANCE WITH THE REQUIREMENTS IMPOSED FOR THE MAINTENANCE OF SUCH FUNDS. DURING THE CURRENT FISCAL YEAR, THE RJCEF ADDED APPROXIMATELY 850 DONOR ADVISED FUNDS INCREASING THE NUMBER OF DONOR ADVISED ACCOUNTS TO APPROXIMATELY 6,350. THE RJCEF MADE GRANTS TO DIFFERENT 501(C)(3) PUBLIC CHARITIES TOTALING $157,929,419 DURING THE FISCAL YEAR. IN ADDITION, GRANTS TOTALING $9,041,043 WERE ACCRUED DURING THE PERIOD BUT UNPAID AS OF THE FISCAL YEAR END. TOTAL GRANT EXPENSE PAID OR ACCRUED AMOUNTED TO $166,970,462 OR 22% OF THE BEGINNING OF THE YEAR NET ASSETS.THE GRANTS WERE MADE TO ORGANIZATIONS IN THE FOLLOWING BROAD CATEGORIES:33% FAITH BASED ORGANIZATIONS22% EDUCATION AND SCHOOL ORGANIZATIONS20% SOCIAL SERVICES ORGANIZATIONS10% VARIOUS OTHER PUBLIC CHARITABLE ORGANIZATIONS 7% MEDICINE AND SCIENCE ORGANIZATIONS 4% ARTS, CULTURE AND MUSEUM ORGANIZATIONS 4% ENVIRONMENT AND ANIMAL ORGANIZATIONS


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Raymond James Charitable Endowment Fund Board, Officers & Key Employees

Name (title)Compensation
Thomas Wilkins
Chairman/trustee
$15,500
Nicole Johnson
Trustee
$15,500
Frances Neu
Trustee
$10,350
Erik Fruland
Trustee
$0
Michelle Lynch
Trustee
$0

Raymond James Charitable Endowment Fund Vendors

Vendor Name (Service)Compensation
Raymond James Trust Na
Investment Management Services And Admin
$6,015,017
Raymond James & Associates Inc
Investment Management
$575,761
View All Vendors

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$311,012,032
Noncash contributions included in lines 1a–1f $170,470,659
Total Revenue from Contributions, Gifts, Grants & Similar$311,012,032
Total Program Service Revenue$0
Investment income $25,519,919
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $21,970,568
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $358,502,519

Raymond James Charitable Endowment Fund Grants Awarded

Over the last fiscal year, Raymond James Charitable Endowment Fund has awarded $151,348,709 in support to 5,350 organizations.

Grant RecipientAmount

SCHWAB CHARITABLE FUND AKA SCHWAB FUND FOR CHARITABLE GIVING

Org PageRecipient Profile

San Francisco, CA

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$2,402,568

STATE UNIVERSITY OF IOWA FOUNDATION AKA UNIVERSITY OF IOWA FOUNDATION

Org PageRecipient Profile

Iowa City, IA

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$2,063,250

CHARITIES AID FOUNDATION AMERICA AKA CAF AMERICA

Org PageRecipient Profile

Alexandria, VA

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$2,026,870

UNIVERSITY OF THE PACIFIC

Org PageRecipient Profile

Stockton, CA

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$2,000,000

CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$1,953,148

TRUSTEES OF PRINCETON UNIVERSITY

Org PageRecipient Profile

Princeton, NJ

PURPOSE: GENERAL USE AND/OR SPECIAL FUND/PROJECT

$1,789,743
View Grant Profile

Raymond James Charitable Endowment Fund Grants Recieved

Over the last fiscal year, we have identified 2 grants that Raymond James Charitable Endowment Fund has recieved totaling $16,000.

Awarding OrganizationAmount
American Online Giving Foundation Inc

Newark, DE

PURPOSE: GENERAL SUPPORT

$15,000
Royal Foundation Inc

South Bay, FL

PURPOSE: CONTINUED SUPPORT

$1,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$4,083,992
Earnings$1,217,577
Grants$165,352
Ending Balance$5,136,217

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