Raymond James Charitable Endowment Fund

Organization Overview

Raymond James Charitable Endowment Fund is located in St Petersberg, 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. Raymond James Charitable Endowment Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 03/2022, Raymond James Charitable Endowment Fund generated $761.8m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 36.7% each year . All expenses for the organization totaled $391.2m during the year ending 03/2022. While expenses have increased by 35.9% per year over the past 7 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 32,958 individual grants totaling $1,050,053,443. 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 990T Filing

TAX YEAR

2022

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:

THE RJCEF OPERATES DONOR-ADVISED FUNDS AS THE CORE OF ITS CHARITABLE OPERATIONS. DURING THE CURRENT FISCAL YEAR, THE NUMBER OF DONOR ADVISED FUNDS INCREASED TO APPROXIMATELY 7,775. THE RJCEF BOARD OF TRUSTEES LAUNCHED ITS GRANT INITIATIVE PROGRAM DURING THE PERIOD, ACCEPTING APPLICATIONS AND SUPPORTING A VARIETY OF ORGANIZATIONS FROM ITS GENERAL FUNDS IN ADDITION TO GRANTS DISTRIBUTED FROM DONOR ADVISED FUNDS. THE RJCEF MADE GRANTS TO DIFFERENT 501(C)(3) PUBLIC CHARITIES TOTALING $372,813,010 DURING THE FISCAL YEAR. TOTAL GRANT EXPENSE PAID OR ACCRUED AMOUNTED TO $381,057,948 OR 33% OF THE BEGINNING OF THE YEAR NET ASSETS. THE GRANTS WERE MADE TO U.S. IRS APPROVED, TAX-EXEMPT ORGANIZATIONS IN THE FOLLOWING BROAD CATEGORIES: 20% FAITH BASED ORGANIZATIONS, 11% EDUCATION AND SCHOOL ORGANIZATIONS, 13% SOCIAL SERVICES ORGANIZATIONS, 44% VARIOUS OTHER PUBLIC CHARITABLE ORGANIZATIONS, 6% MEDICINE AND SCIENCE ORGANIZATIONS, 3% ARTS, CULTURE AND MUSEUM ORGANIZATIONS, AND 3% ENVIRONMENT AND ANIMAL ORGANIZATIONS.


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Board, Officers & Key Employees

Name (title)Compensation
Thomas Wilkins
Trustee/chairman
$16,500
Lauren Nicole Johnson
Trustee
$16,000
Frances Neu
Trustee
$15,000
Jeffrey Gallagher
Trustee As Of 11/18/21
$3,750
Elizabeth Brady
Trustee As Of 11/18/21
$3,750
Erik Fruland
Trustee/cfo
$0

Outside Vendors & Contractors

Vendor Name (Service)Compensation
Raymond James Trust Na
Admin Svc&inv Mgmt
$8,235,869
Raymond James Associates
Investment Mgmt
$498,520
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$668,916,303
Noncash contributions included in lines 1a–1f $468,189,159
Total Revenue from Contributions, Gifts, Grants & Similar$668,916,303
Total Program Service Revenue$0
Investment income $41,697,216
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $51,029,628
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $761,758,301

Grants Awarded

Over the last fiscal year, Raymond James Charitable Endowment Fund has awarded $211,961,417 in support to 1,641 organizations.

Grant RecipientAmount

NATIONAL PHILANTHROPIC TRUST

Org PageRecipient Profile

Jenkintown, PA

PURPOSE: GENERAL SUPPORT

$141,777,262

SCHWAB CHARITABLE FUND AKA SCHWAB FUND FOR CHARITA

Org PageRecipient Profile

San Francisco, CA

PURPOSE: GENERAL SUPPORT

$4,806,660

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

Org PageRecipient Profile

Boston, MA

PURPOSE: GENERAL SUPPORT

$1,807,336

AMERICAN ENDOWMENT FOUNDATION

Org PageRecipient Profile

Hudson, OH

PURPOSE: GENERAL SUPPORT

$1,453,664

VANGUARD CHARITABLE ENDOWMENT PROGRAM

Org PageRecipient Profile

Southeastern, PA

PURPOSE: GENERAL SUPPORT

$1,361,867

GAME DAY HEALTHY KIDS FOUNDATION

Org PageRecipient Profile

Collierville, TN

PURPOSE: GENERAL SUPPORT

$1,198,540
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 16 grants that Raymond James Charitable Endowment Fund has recieved totaling $9,691,957.

Awarding OrganizationAmount
Dechomai Foundation Inc

Jacksonville, FL

PURPOSE: unrestricted

$6,506,300
American Endowment Foundation

Hudson, OH

PURPOSE: PHILANTHROPY

$1,547,197
George M Cohen Foundation Inc

Jacksonville, FL

PURPOSE: COMMUNITY PHILANTHROPY

$550,000
Schwab Charitable Fund

San Francisco, CA

PURPOSE: PUBLIC, SOCIETAL BENEFIT

$354,592
National Christian Charitable Foundation Inc

Alpharetta, GA

PURPOSE: SUPPORT

$191,957
David Hamilton Ryerson Foundation

Akron, OH

PURPOSE: DONOR ADVISED FUND

$118,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$5,136,217
Earnings$374,377
Grants$222,170
Ending Balance$5,288,424

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