Raymond James Charitable Endowment Fund
Raymond James Charitable Endowment Fund is a 501(c)(3) public charity and donor-advised fund (DAF) sponsor based in St. Petersburg, Florida. Established in 2000, the organization operates as an independent nonprofit that facilitates charitable giving for individual donors while also making direct grants through its Board of Trustees' Grant Initiative program.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9B
+28.0% YoY
Annual Giving
$288.7M
+25.4% YoY
Grant Count
6,906
+18.9% YoY
Avg Grant Size
$42K
+5.5% YoY
Mission & Focus Areas
Mission Statement: "To influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality."
Primary Focus Areas: The organization distributes grants across diverse charitable categories:
- Faith-based organizations (30%)
- Education and school organizations (16%)
- Social services organizations (21%)
- Medicine and science organizations (8%)
- Arts, culture and museum organizations (5%)
- Environment and animal organizations (4%)
- Various other public charitable organizations (16%)
Grantmaking
Raymond James Charitable operates donor-advised funds as its primary charitable vehicle. As of the most recent reporting period, the organization managed approximately 9,714 donor-advised funds, allowing individual donors to direct grant distributions to qualified charities.
Grant Range
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Geographic Focus
Where this funder awards grants
National (United States). The organization makes grants to U.S. IRS-approved, tax-exempt organizations.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (FY 2024):
- Total assets: $1.93 billion
- Total revenue: $580,390,634
- Total expenses: $326,086,528
- Annual grant distributions: $326.1 million
Historical Impact:
- Over $1.4 billion in total grants distributed since inception
- Approximately 9,714 active donor-advised funds
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,932,993,768 | $1,509,811,188 | $1,460,954,923 |
| Revenue | $580,390,634 | $408,375,986 | $761,758,301 |
| Expenses | $326,086,528 | $259,044,843 | $391,163,193 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $61,837,525 | $33,623,955 | $92,726,844 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Trustees of Dartmouth College Fbo Tuck School of B ($451,448), Bowdoin College ($292,750), Overture Center Foundation Inc ($250,500).
| Recipient | Purpose | Amount |
|---|---|---|
| MOUNT DESERT ISLAND BIOLOGICAL LABORATORY BAR HARBOR, ME | GENERAL SUPPORT | $10,000 |
| CATHEDRAL CHURCH OF ST LUKE PORTLAND, ME | GENERAL SUPPORT | $5,200 |
| PRESIDENT & TRUSTEES OF COLBY COLLEGE WATERVILLE, ME | GENERAL SUPPORT | $127,900 |
| JACKSON LABORATORY BOSTON, MA | GENERAL SUPPORT | $10,000 |
| NORTH YARMOUTH ACADEMY YARMOUTH, ME | GENERAL SUPPORT | $15,000 |
| PRESIDENT AND TRUSTEES OF BATES COLLEGE LEWISTON, ME | GENERAL SUPPORT | $6,000 |
| MOUNT DESERT ISLAND HOSPITAL BAR HARBOR, ME | GENERAL SUPPORT | $10,000 |
| KENNEBEC VALLEY YMCA AUGUSTA, ME | GENERAL SUPPORT | $10,000 |
| SAINT JOSEPH'S COLLEGE STANDISH, ME | GENERAL SUPPORT | $6,800 |
| BOWDOIN COLLEGE BRUNSWICK, ME | GENERAL SUPPORT | $292,750 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANCES NEU | TRUSTEE (UNTIL 06/30/2023) | 5 | $24,000 |
| ELIZABETH BRADY | TRUSTEE | 5 | $16,000 |
| JEFFREY GALLAGHER | TRUSTEE | 5 | $16,000 |
| THOMAS WILKINS | TRUSTEE/CHAIRMAN | 5 | $15,500 |
| LAUREN NICOLE JOHNSON | TRUSTEE | 5 | $15,500 |
| SCOTT ZEBRA | TRUSTEE | 5 | — |
| ERIK FRULAND | TRUSTEE/CFO | 5 | — |
Recent News & Activity
Recent developments and announcements
Raymond James Charitable announced a $10 million partnership with Boys & Girls Clubs of America to advance academic success for America's youth. The organization also launched its inaugural "Ready for School" cohort as part of ongoing community engagement efforts.
Raymond James Charitable Endowment Fund - HinchillaContact Information
Mailing Address: P.O. Box 23559 St. Petersburg, FL 33742-3559
Phone:
- Main: 727-567-7221
- Toll-Free: 866-687-3863
Fax: 727-567-8040
Website: www.raymondjamescharitable.org
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Raymond James Charitable Endowment Fund fund?
**Mission Statement:** "To influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality." **Primary Focus Areas:** The organization distributes grants across diverse charitable categories: • Faith-based organizations (30%) • Education and school organizations (16%) • Social services organizations (21%) • Medicine and science organizations (8%) • Arts, culture and museum organizations (5%) • Environment an…
How do I apply for a grant from Raymond James Charitable Endowment Fund?
**Core Program:** Raymond James Charitable operates donor-advised funds as its primary charitable vehicle. As of the most recent reporting period, the organization managed approximately 9,714 donor-advised funds, allowing individual donors to direct grant distributions to qualified charities. **Grant Initiative Program:** The Board of Trustees operates a direct grantmaking program that accepts applications and makes grants from the organization's general funds to nonprofits that "exhibit a posi…
Where does Raymond James Charitable Endowment Fund make grants?
National (United States). The organization makes grants to U.S. IRS-approved, tax-exempt organizations.
What size grants does Raymond James Charitable Endowment Fund award?
In 2024, Raymond James Charitable Endowment Fund awarded 6,906 grants totaling $288.7M — an average of about $42K per grant, based on its IRS Form 990 filings.
What is Raymond James Charitable Endowment Fund's EIN?
Raymond James Charitable Endowment Fund's EIN (Employer Identification Number) is 59-3652538. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Raymond James Charitable Endowment Fund's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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