TY 2017 Form 990 Schedule O

efile Public Visual Render ObjectId: 201900119349300040 - Submission: 2019-01-11 TIN: 59-3652538

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
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Attach to Form 990 or 990-EZ.
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Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2017

Open to Public
Inspection

Name of the organization

RAYMOND JAMES CHARITABLE ENDOWMENT FUND
C/O RAYMOND JAMES TRUST NA TRUSTEE

Employer identification number

59-3652538

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE RJCEF WILL NOT ENTER ANY BUSINESS TRANSACTION WITH ANY DIRECTOR OF THE FUND OR ANY ENTITY OF WHICH A DIRECTOR IS AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, SOLE PROPRIETOR OR SHAREHOLDER (EXCEPT FOR ENTITIES OF WHICH THE DIRECTOR IS A SHAREHOLDER, THE SHARES OF WHICH ARE PUBLICLY TRADED AND THE DIRECTOR OWNS 5% OR LESS OF THE OUTSTANDING SHARES) IN WHICH IT MAKES A PAYMENT TO SUCH DIRECTOR OR SUCH ENTITY AND WILL NOT MAKE ANY CHARITABLE GRANT TO ANY DIRECTOR OR SUCH ENTITY UNLESS A MAJORITY OF THE OTHER DIRECTORS VOTE TO APPROVE SUCH TRANSACTION OR GRANT. BEFORE A DIRECTOR TAKES OFFICE AS SUCH OR, IN THE CASE OF A DIRECTOR SERVING ON THE DATE OF THE VOTE, WITHIN FIFTEEN DAYS AFTER SUCH DATE, AND, IN EITHER CASE, ON OR BEFORE EACH DECEMBER 31 THEREAFTER, HE OR SHE SHALL PROVIDE THE OTHER DIRECTORS WITH A WRITTEN LIST OF ALL SUCH ENTITIES. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE DIRECTOR WILL RECUSE HIMSELF/HERSELF FROM THE VOTE.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION DOES NOT HAVE AN EXECUTIVE DIRECTOR OR CEO, BUT INSTEAD IS MANAGED BY AN INSTITUTIONAL TRUSTEE. THE PROCESS FOR DETERMINING THE OFFICERS NON-EMPLOYEE COMPENSATION IS BASED ON COMPARABILITY DATA FROM OTHER ORGANIZATION'S FORM 990S AND APPROVAL BY THE BOARD.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON OUR PUBLIC WEBSITE AND BY REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE ALSO AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	CHANGE IN MARKET VALUE OF POOLED INCOME FUNDS 54,174. CHANGE IN MARKET VALUE OF CHARITABLE TRUSTS -65,559. CHANGE IN MARKET VALUE OF CHARITABLE GIFT ANNUITIES -50,139.

Return Reference

Explanation

FORM 990, PART VI, SECTION B, LINE 11B

A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS.

FORM 990, PART VI, SECTION B, LINE 12C

THE RJCEF WILL NOT ENTER ANY BUSINESS TRANSACTION WITH ANY DIRECTOR OF THE FUND OR ANY ENTITY OF WHICH A DIRECTOR IS AN OFFICER, DIRECTOR, TRUSTEE, PARTNER, SOLE PROPRIETOR OR SHAREHOLDER (EXCEPT FOR ENTITIES OF WHICH THE DIRECTOR IS A SHAREHOLDER, THE SHARES OF WHICH ARE PUBLICLY TRADED AND THE DIRECTOR OWNS 5% OR LESS OF THE OUTSTANDING SHARES) IN WHICH IT MAKES A PAYMENT TO SUCH DIRECTOR OR SUCH ENTITY AND WILL NOT MAKE ANY CHARITABLE GRANT TO ANY DIRECTOR OR SUCH ENTITY UNLESS A MAJORITY OF THE OTHER DIRECTORS VOTE TO APPROVE SUCH TRANSACTION OR GRANT. BEFORE A DIRECTOR TAKES OFFICE AS SUCH OR, IN THE CASE OF A DIRECTOR SERVING ON THE DATE OF THE VOTE, WITHIN FIFTEEN DAYS AFTER SUCH DATE, AND, IN EITHER CASE, ON OR BEFORE EACH DECEMBER 31 THEREAFTER, HE OR SHE SHALL PROVIDE THE OTHER DIRECTORS WITH A WRITTEN LIST OF ALL SUCH ENTITIES. IN THE EVENT OF A POTENTIAL CONFLICT DURING THE YEAR, THE DIRECTOR WILL RECUSE HIMSELF/HERSELF FROM THE VOTE.

FORM 990, PART VI, SECTION B, LINE 15

THE ORGANIZATION DOES NOT HAVE AN EXECUTIVE DIRECTOR OR CEO, BUT INSTEAD IS MANAGED BY AN INSTITUTIONAL TRUSTEE. THE PROCESS FOR DETERMINING THE OFFICERS NON-EMPLOYEE COMPENSATION IS BASED ON COMPARABILITY DATA FROM OTHER ORGANIZATION'S FORM 990S AND APPROVAL BY THE BOARD.

FORM 990, PART VI, SECTION C, LINE 19

THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON OUR PUBLIC WEBSITE AND BY REQUEST. THE CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE ALSO AVAILABLE UPON REQUEST.

FORM 990, PART XI, LINE 9:

CHANGE IN MARKET VALUE OF POOLED INCOME FUNDS 54,174. CHANGE IN MARKET VALUE OF CHARITABLE TRUSTS -65,559. CHANGE IN MARKET VALUE OF CHARITABLE GIFT ANNUITIES -50,139.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2017

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