#381 of 500 · Foundation / Grantmaker / DAF

Raymond James Charitable Endowment Fund

EIN 59-3652538 · FL · NTEE T30 · Form 990, fiscal 2023

A public charity established in 2000 and affiliated with Raymond James Financial. It sponsors donor-advised funds (DAFs), allowing donors to make irreversible charitable contributions, receive tax deductions, invest the assets, and recommend grants to qualified charities over time. The organization holds and invests donated assets and distributes grants to nonprofits based on donor recommendations, having granted well over a billion dollars since inception.

Financials, fiscal 2023

Revenue

$408.4M

Expenses

$259.0M

Total assets

$1.51B

Net assets

$1.50B

Operating margin

36.6%

1-year growth

-46.4%

5-year growth (CAGR)

14.7%

Reserve (years of spending)

69.5

Contributions share

91.6%

Programme spending

0.0%

Fundraising cost

0.0%

Executive pay share

0.03%

Employees

n/a

Revenue per employee

n/a

Grants paid

$248.4M

Years filing

23

NFP Health Score: 83 / 100

Financial 70 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Revenue history