RAYMOND JAMES CHARITABLE ENDOWMENT FUND

ST PETERSBURG, FL, 33742 (727) 567-4861 Est. 2000 EIN 59-3652538
T30 - Public Foundations 990 - Public charity return 501(c)(3)
www.raymondjamescharitable.org

Mission

TO INFLUENCE AN INCREASE IN GENEROSITY BY PROVIDING PROGRAMS TO DONORS THAT SIMPLIFY GIVING, MAXIMIZE IMPACT AND MAKE THEIR PHILANTHROPIC VISION A REALITY.

Giving Portfolio

Total Grants
35,750
Total Giving
$1.5B
Recipients
35,185
Years Active
2017 - 2024
Avg grant: $49,085 Median: $12,500

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20249882$411.3M $42K38835999
20236906$288.7M $42K23104596
20225810$230.2M $40K24583352
20211641$212.0M $129K6301011
20205350$151.3M $28K25682585
20193510$115.5M $33K20361291
20172651$80.0M $30K24660

Sectors Funded

Education
4492
Religion-Related
3269
Human Services
3000
Arts, Culture & Humanities
1950
Philanthropy & Grantmaking
1558
Health Care
1438
International & Foreign Affairs
1297
Animal-Related
905
and 18 more sectors

Top States

Texas
3138
Florida
2694
Michigan
2242
Tennessee
2109
California
2077
New York
1850
Georgia
1579
North Carolina
1558
and 43 more states

Grantee Size Profile

$1M - $5M
5798
$10M - $50M
5192
Over $50M
4914
$100K - $500K
2581
$5M - $10M
2476
$500K - $1M
1786
Under $100K
828

Top Grantees

Page 1 of 3
$18.9M
$13.3M
$10.9M
$10.3M
VA - 2 grants
$10.1M
UT SOUTHWESTERN MEDICAL CENTER
TX - 6 grants
$7.3M

Grants Awarded · 31310 grants

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Financials

Total Revenue
$955,087,502
Total Expenses
$478,079,648
Net Assets
$2,360,316,688
From latest filing (tax period ending 2025-03-31)

Financial Health

Operating Reserve
4.9 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 64.6%
Expenses ↑ 46.6%
Revenue Sources
Contributions 86.6% Investment 13.4%
Expense Breakdown
Program 97.8% Management 2.2%

Officers & Trustees (7)

Individual compensation is available on Grow plans.

Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Apr 1, 2024 to Mar 31, 2025
$955,087,502 ↑$478,079,648$2,360,316,688
2023 990 - Public charity return
Apr 1, 2023 to Mar 31, 2024
$580,390,634 ↑$326,086,528$1,923,465,145
2022 990 - Public charity return
Apr 1, 2022 to Mar 31, 2023
$408,375,986 ↓$259,044,843$1,501,103,284
2021 990 - Public charity return
Apr 1, 2021 to Mar 31, 2022
$761,758,301 ↑$391,163,193$1,448,031,679
2020 990 - Public charity return
Apr 1, 2020 to Mar 31, 2021
$358,502,519 ↑$174,499,560$1,145,385,910
2019 990 - Public charity return
Apr 1, 2019 to Mar 31, 2020
$335,844,216 ↑$141,923,563$763,667,958
2017 990 - Public charity return
Apr 1, 2017 to Mar 31, 2018
$201,569,250 $88,647,336$547,756,989

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EIN: 59-3652538 · Source: IRS Form 990 e-file data