Raymond James Charitable Endowment Fund
Raymond James Charitable Endowment Fund is a public charity based in St. Petersburg, Florida, established in 2000. Its charitable operations center on donor-advised funds, through which donors recommend grants to charities. It also makes grants from general funds through its board-created Grant Initiative.
Raymond James Charitable Endowment Fund at a glance
In short: Raymond James Charitable Endowment Fund gave $411.3M across 9,882 grants in 2025 (avg $42K), top state Ohio. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $411,282,165
- +42.4% vs 2024
- Grants made (2025)
- 9,882
- +43.1% vs 2024
- Average grant
- $41,619
- -0.5% vs 2024
- Median grant
- $11,000
- Total assets
- $2,370,530,074
- +22.6% vs 2024
- Primary geography
- Ohio (15% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Raymond James Charitable Endowment Fund
- Contact
Mailing address: PO Box 23559, St Petersburg, FL 33742
Phone: (727) 567-4861
Website: https://raymondjamescharitable.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Raymond James Charitable Endowment Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fidelity Investments Charitable Gift Fund ($36.4M). Together the top 10 received $100.4M.
Organizations only. It also paid 10 grants to individuals ($190,822), which are not listed by name.
Grant Size Distribution
29,589 grants across all recorded years
The most common grant size was under $50K: 25,477 grants of 29,589 (86%).
Geographic Focus
Where this funder awards grants
The 2025 grant data lists recipients in multiple states. By share of grant dollars, the leading recipient states were Ohio (15%), Florida (8%), Texas (7%), Tennessee (5%), and North Carolina (5%).
Grant Distribution by State
Share of 2025 grant dollars across all 9,882 itemized grants.
States
Cities
How Raymond James Charitable Endowment Fund gives
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $93.7M (2019) to $411.3M (2025). In 2025 it made 9,882 grants totaling $411.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund Cincinnati, OH | General Support | $36,438,572 |
| American Endowment Foundation Hudson, OH | General Support | $15,622,185 |
| PBS Foundation Arlington, VA | General Support | $10,027,230 |
| Sam Schmidt Foundation DBA Conquer Paralysis Now Las Vegas, NV | General Support | $7,600,000 |
| Donor Advised Charitable Giving Inc DBA Dafgiving Omaha, NE | General Support | $6,818,896 |
| Impactassets Inc Bethesda, MD | General Support | $5,090,000 |
| James Museum of Western Art St Petersburg, FL | General Support | $5,071,800 |
| National Public Radio Inc Aka NPR Washington, DC | General Support | $5,053,050 |
| Oregon Shakespeare Festival Association Ashland, OR | General Support | $5,002,000 |
| American Gift Fund Wilmington, DE | General Support | $3,671,076 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,370,530,074 | $955,087,502 | $478,079,648 | $411,282,165 | 9,882 | $128,008,206 |
| 2024 | $1,932,993,768 | $580,390,634 | $326,086,528 | $288,731,305 | 6,906 | $61,837,525 |
| 2023 | $1,509,811,188 | $408,375,986 | $259,044,843 | $230,232,048 | 5,810 | $33,623,955 |
| 2022 | $1,460,954,923 | $761,758,301 | $391,163,193 | $211,961,417 | 1,641 | $92,726,844 |
| 2021 | $1,158,770,884 | $358,502,519 | $174,499,560 | $151,348,709 | 5,350 | $47,490,487 |
| 2020 | $774,138,314 | $335,844,216 | $141,923,563 | $115,480,881 | 3,510 | $34,723,433 |
| 2019 | $662,073,374 | $235,982,155 | $109,975,513 | $93,717,637 | 2,689 | $34,783,868 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is “to influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality.”
Its 2025 annual report groups grants by area of interest: faith-based organizations (27%), education and schools (19%), foundations (17%), social services (17%), medicine and science (8%), arts, culture and museums (7%), environment and animals (4%), and other (1%). The report identifies these as grant areas, not as restrictions on giving.
The 2025 grant list includes charities and charitable-giving organizations. For example, the American Endowment Foundation describes its mission as expanding the capacity of American philanthropy throughout the financial services industry; PBS Foundation says it raises philanthropic support for public broadcasting; and Samaritan’s Purse describes its work as providing spiritual and physical aid to people affected by war, poverty, disasters, disease, and famine.
Grantmaking
In 2025, the fund reported 9,882 grants totaling $411,282,165. Grant amounts ranged from $100 to $36,438,572, with a median of $11,000. The listed largest grant was $36,438,572 to Fidelity Investments Charitable Gift Fund for general support. Other large grants included $15,622,185 to American Endowment Foundation, $10,027,230 to PBS Foundation, $7,600,000 to Sam Schmidt Foundation DBA Conquer Paralysis Now, and $6,818,896 to Donor Advised Charitable Giving Inc DBA DAFGiving; each was listed for general support.
The board’s Grant Initiative is a separate program supporting selected community nonprofit organizations. Its 2026 initiative focused on food security; 14 charities were selected to receive more than $245,000 in total grants. In its 2023 filing, the organization said the board had launched the initiative and was accepting applications during that period.
For donor-advised funds, donors recommend which charities receive grants and how much they receive. The organization says grants must meet applicable tax criteria; its guidelines limit eligible recipients to qualifying U.S.-based public charities, government entities, or religious organizations in good standing, and prohibit grants that provide more than incidental benefits to donors or their families. Opening a DAF requires a minimum initial contribution of $10,000. The published account-opening process directs prospective donors to review program materials, complete an application and contribution forms, and submit them through a Raymond James financial advisor or directly to the charitable team if they do not have an advisor.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Elizabeth Brady, Jeffrey Gallagher, Lauren Nicole Johnson, Thomas Wilkins, Scott Zebra, and Erik Fruland as trustees; Wilkins is identified as chairman and Fruland as CFO. It lists Nicole Hisler as president, as of April 23, 2024. The organization’s website identifies Chris Butler as a member of its board of trustees.
Raymond James Charitable Endowment Fund is led by Nicole Hisler, President on the 2025 filing; 4 of 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Nicole Hisler
President
New on the 2025 filing
15 hrs/week
No compensation reported
Thomas Wilkins
Trustee & Chairman
Chairman → Chairman & Trustee, 2020
On filings since 2019
0.5 hrs/week
$9K (2019) → $16K (2025)
Elizabeth Brady
Trustee
On filings since 2022
0.5 hrs/week
$4K (2022) → $18K (2025)
Jeffrey Gallagher
Trustee
On filings since 2022
0.5 hrs/week
$4K (2022) → $18K (2025)
Lauren Nicole Johnson
Trustee
On filings since 2022
0.5 hrs/week
$16K (2022) → $17K (2025)
Erik Fruland
Trustee & CFO
Director → Trustee, 2020
Trustee → Trustee & CFO, 2022
On filings since 2019
0.5 hrs/week
No compensation reported
Scott Zebra
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (4)
- Former: Frances Neu (2019–2024) — Trustee
- Former: Michelle Lynch (2019–2022) — Trustee
- Former: Nicole Johnson (2019–2021) — Trustee
- Former: Raymond James Trust NA (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to Elizabeth Brady (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Raymond James Charitable Endowment Fund
How much does Raymond James Charitable Endowment Fund give each year?
Raymond James Charitable Endowment Fund gave $411.3M across 9,882 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $288.7M across 6,906 grants.
What is Raymond James Charitable Endowment Fund's typical grant size?
Raymond James Charitable Endowment Fund's median grant in 2025 was $11,000, and its average grant was $41,619, across 9,882 grants on its 2025 IRS Form 990.
Where does Raymond James Charitable Endowment Fund give grants?
Raymond James Charitable Endowment Fund's top state is Ohio, with 15% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Florida (8%) and Texas (7%). The most frequent recipient cities were Washington, DC (196 grants), New York, NY (178 grants), Dallas, TX (166 grants) and Nashville, TN (132 grants).
Does Raymond James Charitable Endowment Fund give general operating support?
Yes: 100% of Raymond James Charitable Endowment Fund's 2025 grants with a stated purpose (9,882 of 9,882) were for general or operating support, per its 2025 IRS Form 990.
Who are Raymond James Charitable Endowment Fund's largest grantees?
Raymond James Charitable Endowment Fund's largest 2025 grantees include Fidelity Investments Charitable Gift Fund ($36,438,572), American Endowment Foundation ($15,622,185) and PBS Foundation ($10,027,230), according to its 2025 IRS Form 990. It also paid 10 grants to individuals ($190,822), which are not listed by name. Together they received 15% of its itemized 2025 grant dollars.
How large is Raymond James Charitable Endowment Fund?
Raymond James Charitable Endowment Fund reported $2.4B in total assets on its 2025 IRS Form 990. Its revenue that year was $955.1M.
What does Raymond James Charitable Endowment Fund fund?
The organization’s stated mission is “to influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality.” See mission & focus areas ↑
How do I apply for a grant from Raymond James Charitable Endowment Fund?
Raymond James Charitable Endowment Fund has no public application process in the sources Grantable reviewed. Check raymondjamescharitable.org for current guidelines, or contact the foundation directly before submitting a request.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS January 8, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS January 27, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 4, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS February 18, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 17, 2026)
- IRS filings on file for fiscal years 2019–2025
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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Cite this profile
Grantable. (2026). Raymond James Charitable Endowment Fund funder profile. GrantGraph. Retrieved October 7, 2026, from https://grantable.co/funders/raymond-james-charitable-endowment-fund-morg_df8ae504ea2b4c6b940c2dbbd5fd72c0
BibTeX
@misc{grantable_593652538_2026,
author = {{Grantable}},
title = {{Raymond James Charitable Endowment Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/raymond-james-charitable-endowment-fund-morg_df8ae504ea2b4c6b940c2dbbd5fd72c0},
note = {Accessed 2026-10-07. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Raymond James Charitable Endowment Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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