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Raymond James Charitable Endowment Fund

  • St Petersburg, FL
  • Tax-exempt since Aug. 2000
  • EIN: 59-3652538

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its March 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$408M (2023)

Expenses
$259M (2023)

Total Assets
$1.51B (2023)

Total Liabilities
$8.71M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$408,375,986
Expenses
$259,044,843
Net Income
$149,331,143
Net Assets
$1,501,103,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $374,281,578
91.7%
Program Services $0
Investment Income $52,622,509
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,998,554
Net Inventory Sales $0
Other Revenue $470,453
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $77,500
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,509,811,188
Total Liabilities $8,707,904
Net Assets $1,501,103,284
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Frances Neu (Trustee) $17,000 $0 $0
Thomas Wilkins (Trustee/Chairman) $16,000 $0 $0
Lauren Nicole Johnson (Trustee) $16,000 $0 $0
Elizabeth Brady (Trustee) $16,000 $0 $0
Jeffrey Gallagher (Trustee) $16,000 $0 $0
Scott Zebra (Trustee) $0 $0 $0
Erik Fruland (Trustee/Cfo) $0 $0 $0
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Document Links

990
Filed on Feb. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$761,758,301
Expenses
$391,163,193
Net Income
$370,595,108
Net Assets
$1,448,031,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $668,916,303
87.8%
Program Services $0
Investment Income $41,697,216
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $51,029,628
6.7%
Net Inventory Sales $0
Other Revenue $115,154
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $64,500
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,460,954,923
Total Liabilities $12,923,244
Net Assets $1,448,031,679
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkins (Trustee/Chairman) $16,500 $0 $0
Lauren Nicole Johnson (Trustee) $16,000 $0 $0
Frances Neu (Trustee) $15,000 $0 $0
Elizabeth Brady (Trustee As Of 11/18/21) $3,750 $0 $0
Jeffrey Gallagher (Trustee As Of 11/18/21) $3,750 $0 $0
Michelle Lynch (Trustee Until 11/18/21) $0 $0 $0
Scott Zebra (Trustee As Of 11/18/21) $0 $0 $0
Erik Fruland (Trustee/Cfo) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$358,502,519
Expenses
$174,499,560
Net Income
$184,002,959
Net Assets
$1,145,385,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $311,012,032
86.8%
Program Services $0
Investment Income $25,519,919
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,970,568
6.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,000
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,158,770,884
Total Liabilities $13,384,974
Net Assets $1,145,385,910
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkins (Chairman/Trustee) $15,500 $0 $0
Nicole Johnson (Trustee) $15,500 $0 $0
Frances Neu (Trustee) $10,350 $0 $0
Erik Fruland (Trustee) $0 $0 $0
Michelle Lynch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 4, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$335,844,216
Expenses
$141,923,563
Net Income
$193,920,653
Net Assets
$763,667,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $301,120,783
89.7%
Program Services $0
Investment Income $23,019,858
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,703,575
3.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,150
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $774,138,314
Total Liabilities $10,470,356
Net Assets $763,667,958
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Wilkins (Chairman/Trustee) $11,150 $0 $0
Nicole Johnson (Trustee) $11,150 $0 $0
Frances Neu (Trustee) $5,050 $0 $0
Erik Fruland (Trustee) $0 $0 $0
Michelle Lynch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$235,982,155
Expenses
$109,975,513
Net Income
$126,006,642
Net Assets
$658,983,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,198,287
85.3%
Program Services $0
Investment Income $27,336,199
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,447,669
3.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,269,529
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $662,073,374
Total Liabilities $3,089,948
Net Assets $658,983,426
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $4,241,329 $0 $0
Thomas Wilkins (Chairman) $9,400 $0 $0
Frances Neu (Director) $9,400 $0 $0
Nicole Johnson (Director) $9,400 $0 $0
Erik Fruland (Director) $0 $0 $0
Michelle Lynch (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 8, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$201,569,250
Expenses
$88,647,336
Net Income
$112,921,914
Net Assets
$547,756,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $172,912,439
85.8%
Program Services $0
Investment Income $18,939,498
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,717,313
4.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,622,877
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $550,652,151
Total Liabilities $2,895,162
Net Assets $547,756,989
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $3,595,377 $0 $0
Frances Neu (Director) $9,400 $0 $0
Thomas Wilkins (Chairman) $9,050 $0 $0
Nicole Johnson (Director) $9,050 $0 $0
Erik Fruland (Director) $0 $0 $0
Michelle Lynch (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$155,921,718
Expenses
$63,057,041
Net Income
$92,864,677
Net Assets
$426,817,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,635,197
92.1%
Program Services $0
Investment Income $9,643,815
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,642,706
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,682,673
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $430,979,876
Total Liabilities $4,162,092
Net Assets $426,817,784
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $2,673,445 $0 $0
Thomas Wilkins (Chairman) $9,400 $0 $0
Frances Neu (Director) $9,400 $0 $0
Nicole Johnson (Director) $9,400 $0 $0
Erik Fruland (Director) $0 $0 $0
Michelle Lynch (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 13, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,237,019
Expenses
$45,760,907
Net Income
$39,476,112
Net Assets
$311,979,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,787,598
87.7%
Program Services $0
Investment Income $9,305,040
10.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $823,615
1.0%
Net Inventory Sales $0
Other Revenue $320,766
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $28,200
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $314,342,167
Total Liabilities $2,362,922
Net Assets $311,979,245
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $2,184,911 $0 $0
Thomas Wilkins (Chairman) $9,400 $0 $0
Frances Neu (Director) $9,400 $0 $0
Nicole Johnson (Director) $9,400 $0 $0
Erik Fruland (Director) $0 $0 $0
Michelle Lynch (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 9, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,722,174
Expenses
$44,220,110
Net Income
$39,502,064
Net Assets
$289,546,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,271,791
79.2%
Program Services $0
Investment Income $9,321,242
11.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,851,557
9.4%
Net Inventory Sales $0
Other Revenue $277,584
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $27,850
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $291,808,433
Total Liabilities $2,261,891
Net Assets $289,546,542
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $1,907,065 $0 $0
Frances Neu (Director) $9,400 $0 $0
Nicole Johnson (Director) $9,400 $0 $0
Thomas Wilkins (Chairman) $9,050 $0 $0
Erik Fruland (Director) $0 $0 $0
Thomas Walrond (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 6, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,476,631
Expenses
$36,961,767
Net Income
$41,514,864
Net Assets
$248,580,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,008,887
80.3%
Program Services $0
Investment Income $6,005,226
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,216,705
11.7%
Net Inventory Sales $0
Other Revenue $245,813
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $21,600
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $250,716,510
Total Liabilities $2,136,418
Net Assets $248,580,092
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Raymond James Trust Na (Trustee) $1,559,129 $0 $0
Thomas Wilkins (Chairman) $7,200 $0 $0
Frances Neu (Director) $7,200 $0 $0
Nicole Johnson (Director) $7,200 $0 $0
Erik Fruland (Director) $0 $0 $0
James Fulp (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,438,256
Expenses
$26,706,533
Net Income
$44,731,723
Net Assets
$200,119,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,969,995
89.5%
Program Services $0
Investment Income $4,623,188
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,668,505
3.7%
Net Inventory Sales $0
Other Revenue $176,568
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $14,750
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $203,261,522
Total Liabilities $3,141,688
Net Assets $200,119,834

Document Links

990
Filed on Nov. 13, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$37,768,839
Expenses
$21,387,440
Net Income
$16,381,399
Net Assets
$147,638,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,243,748
82.7%
Program Services $0
Investment Income $3,688,554
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,658,379
7.0%
Net Inventory Sales $0
Other Revenue $178,158
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $149,619,186
Total Liabilities $1,980,788
Net Assets $147,638,398

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated