NonprofitsRaymond James Charitable Endowment Fund

Public Foundations

Raymond James Charitable Endowment Fund

ST PETERSBURG, FL

Total revenue

$580.4M

Total expenses

$326.1M

Net assets

$1.9B

Grants received

$121.1M

125 grants

EIN

593652538

Tax year

2023

Mission

Supporting philanthropy through donor advised funds that simplify giving and maximize impact.

Financials

FY 2023

Revenue

Contributions & grants$518.5M
Program service revenue
Investment income$61.8M
Other revenue$60K
Total revenue$580.4M

Expenses

Grants paid$313.5M
Salaries & benefits$71K
Fundraising$171K
Other expenses$12.5M
Total expenses$326.1M
Total assets$1.9B
Net assets$1.9B

People

7 listed

NameRoleCompensation

FRANCES NEU

TRUSTEE (UNTIL 06/30/2023)

Board

$24K

5 hrs/wk

ELIZABETH BRADY

TRUSTEE

Board

$16K

5 hrs/wk

JEFFREY GALLAGHER

TRUSTEE

Board

$16K

5 hrs/wk

THOMAS WILKINS

TRUSTEE/CHAIRMAN

Board

$16K

5 hrs/wk

LAUREN NICOLE JOHNSON

TRUSTEE

Board

$16K

5 hrs/wk

SCOTT ZEBRA

TRUSTEE

Board

5 hrs/wk

ERIK FRULAND

TRUSTEE/CFO

Board

5 hrs/wk

Independent contractors

RAYMOND JAMES TRUST NA

ADMIN SVC&INV MGMT

$8.9M

RAYMOND JAMES ASSOCIATES

INVESTMENT MGMT

$499K

ROPES GRAY LLP

LEGAL SERVICES

$135K

Grants received

Showing 125 of 125

FromAmountPurposeYear
$4.3M
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$3.3M
UNRESTRICTED
2024
$3.2M
GENERAL SUPPORT
2024
$1.8M
PHILANTHROPY
2024
$1.5M
OPERATIONS
2024
$487K
Public, Societal Benefit
2024
$340K
GIVING AND GENEROSITY
2024
$76K
GENERAL OPERATIONAL SUPPORT
2024
$21K
PHILANTHROPY/VOLUNTARISM
2024
$17K
COMMUNITY & HUMAN SERVICES
2024
$9K
SUPPORT OPERATIONS
2024
$7.1M
PUBLIC, SOCIETAL BENEFIT
2023
$3.9M
SUPPORT OPERATIONS
2023
$3.0M
For grant recipient's exempt purposes
2023
$2.2M
PUBLIC, SOCIETAL BENEFIT
2023
$1.5M
SUPPORT OPERATIONS
2023
$1.5M
General support for programs, operations and other charitable purposes
2023
$643K
UNRESTRICTED GENERAL SUPPORT
2023
$611K
GENERAL SUPPORT
2023
$565K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$553K
UNRESTRICTED GENERAL SUPPORT
2023
$544K
PHILANTHROPY
2023
$272K
GENERAL OPERATIONAL SUPPORT
2023
$250K
FURTHER THE MISSION OF PROVIDING SUPPORT/EDUCATION FOR NURSING HOME OPERATORS
2023
$233K
COMMUNITY & HUMAN SERVICES
2023
$200K
GENERAL SUPPORT
2023
$189K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$150K
IN FURTHERANCE OF GRANTEE'S TAX-EXEMPT PURPOSE
2023
$57K
PHILANTHROPY - FUND CLOSURE
2023
$50K
UNRESTRICTED GENERAL SUPPORT
2023
$32K
UNRESTRICTED GENERAL SUPPORT
2023
$31K
T31 COMMUNITY FOUNDATIONS
2023
$6K
CHARITABLE PURPOSES
2023
$12.4M
SUPPORT CHARITY ORG
2022
$9.1M
UNRESTRICTED
2022
$9.0M
For grant recipient's exempt purposes
2022
$2.7M
PUBLIC, SOCIETAL BENEFIT
2022
$2.6M
PUBLIC, SOCIETAL BENEFIT
2022
$1.7M
COMMUNITY DEVELOPMENT
2022
$998K
UNRESTRICTED
2022
$375K
PHILANTHROPY
2022
$266K
GENERAL PURPOSE
2022
$255K
General Support
2022
$200K
COMMUNITY PHILANTHROPY
2022
$181K
To Support
2022
$150K
GENERAL PURPOSE
2022
$129K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$112K
THE CMIEL FAMILY FUND
2022
$100K
Clark-Ramirez Foundation DAF
2022
$87K
GENERAL OPERATIONS
2022
$84K
UNRESTRICTED GENERAL SUPPORT
2022
$68K
GENERAL SUPPORT
2022
$48K
GENERAL OPERATIONAL SUPPORT
2022
$43K
MULTIPLE GRANTS FOR MULTIPLE PURPOSES
2022
$24K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2022
$7K
GENERAL SUPPORT
2022
$6K
CHARITABLE PURPOSES
2022
$5.5M
For grant recipient's exempt purposes
2021
$5.5M
For grant recipient's exempt purposes
2021
$1.9M
PUBLIC, SOCIETAL BENEFIT
2021
$550K
COMMUNITY PHILANTHROPY
2021
$355K
PUBLIC, SOCIETAL BENEFIT
2021
$56K
For recipient's exempt purpose
2021
$20K
GENERAL OPERATING
2021
$2K
Schlief Family Foundation
2021
$1.8M
For grant recipient's exempt purposes
2020
$1.8M
General Purpose
2020
$935K
ANNUAL SUPPORT
2020
$775K
PUBLIC, SOCIETAL BENEFIT
2020
$588K
UNRESTRICTED GENERAL SUPPORT
2020
$416K
GENERAL PURPOSE
2020
$391K
GENERAL OPERATING
2020
$269K
GENERAL AND UNRESTRICTED USE TO ENABLE THE DONOR ADVISED FUND TO PROVIDE FOR THE CHARITABLE NEEDS OF THE GENERAL PUBLIC.
2020
$175K
GENE AND DIANE JOHNSON CHARITABLE FUND - FUND ID 293922
2020
$100K
COMMUNITY FOUNDATIONS
2020
$80K
BUILDING COMMUNITY & ECONOMIC VITALITY
2020
$71K
PUBLIC, SOCIETAL BENEFIT
2020
$66K
FOR THE BENEFIT OF THE 1882 FUND
2020
$55K
GENERAL SUPPORT
2020
$20K
GENERAL CHARITABLE OPERATIONS
2020
$10K
GENERAL AND UNRESTRICTED USE TO ENABLE THE DONOR ADVISED FUND TO PROVIDE FOR THE CHARITABLE NEEDS OF THE GENERAL PUBLIC.
2020
$8K
DONOR ADVISED FUND - PACE FAMILY ENDOWMENT (EMPLOYEE ID 301645)
2020
$5K
CHARITABLE PURPOSES
2020
$5.9M
For grant recipient's exempt purposes
2019
$2.6M
SPECIAL PROJECT SUPPORT
2019
$1.1M
PUBLIC, SOCIETAL BENEFIT
2019
$900K
COMMUNITY FOUNDATIONS
2019
$840K
PROGRAM SUPPORT
2019
$233K
PUBLIC, SOCIETAL BENEFIT
2019
$202K
UNRESTRICTED GENERAL SUPPORT
2019
$88K
SUPPORT OF MISSION
2019
$30K
Charitable Donation
2019
$24K
GLEN GIBSON CHARITABLE FOUNDATION
2019
$20K
General Charitable Operation
2019
$15K
GENERAL SUPPORT
2019
$10K
UNRESTRICTED GENERAL SUPPORT
2019
$6K
COMMUNITY DEVELOPMENT
2019
$513K
For grant recipient's exempt purposes
2018
$119K
OPERATING
2018
$72K
CHARITABLE CONTRIBUTION
2018
$66K
GENERAL ASSISTANCE
2018
$24K
SUPPORT OF MISSION
2018
$23K
PUBLIC, SOCIETAL BENEFIT
2018
$10K
SUPPORT OF MISSION
2018
$977K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$32K
General Support
2017
$32K
SOCIAL SERVICES/SOCIAL BENEFITS
2017
$9K
DONOR ADVISED ACCOUNT
2017

Funded by

$121.1M from 63 funders · 125 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$32.2M · 8 grants · 2017–2023

Dechomai Foundation Inc

$14.1M · 3 grants · 2020–2024

National Philanthropic Trust

$12.8M · 5 grants · 2019–2023

The Pi Foundation Inc

$12.4M · 1 grant · 2022

Donor Advised Charitable Giving Inc

$6.2M · 7 grants · 2017–2023

Natl Christian Charitable Fdn Inc

$6.0M · 5 grants · 2020–2024

J Norman Young Md Foundation Inc

$5.4M · 3 grants · 2023–2024

The Us Charitable Gift Trust

$4.5M · 2 grants · 2023–2024

Details

EIN593652538
NTEE codeT30
Subsection03
Ruling date2000-08
Formed2000
Employees0
Volunteers2
RAYMOND JAMES CHARITABLE ENDOWMENT FUND — Mission, Financials & Grants Received | Grantivo