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Nonprofit · EIN 05-0540150

FRIENDS OF RAYMOND JAMES INC

Tax-exempt · ST PETERSBURG, FL 33716

Financials

$325K$310K2023$1.7M$1.9M2024$302K$586K2025
Revenue Expenses · by fiscal year end
Financials of FRIENDS OF RAYMOND JAMES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$301,686$586,478-$284,792$420,131$0$420,131
December 31, 2024990$1,682,924$1,879,769-$196,845$686,468$0$686,468
December 31, 2023990$325,389$309,684$15,705$932,425$0$932,425
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$246,174
Program service revenue
$0
Investment income
$14,493
Net income from fundraising events
$41,019
Other revenue
$41,019

Expenses

Grants and similar amounts paid
$575,270
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$922
Accounting fees
$5,200
Program services (functional)
$575,270
Management and general (functional)
$11,208

Balance sheet and other

Total assets, start of year
$686,468
Total assets, end of year
$420,131
Total liabilities, end of year
$0
Net assets, end of year
$420,131
Publicly traded securities
$131,789
Net assets without donor restrictions
$420,131
Gross receipts
$396,445
Employees
0
Volunteers
0
Year formed
2002
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Ronald HartzPresident
Trustee or director, Officer
2$0
Todd FergusonVice President
Trustee or director, Officer
2$0
Barbara AndersonSecretary
Trustee or director, Officer
1$0
Scott PilcherTreasurer
Trustee or director, Officer
2$0
Kimberly DavisDirector
Trustee or director
1$0
Cameron DiehlDirector
Trustee or director
1$0
Barbara FischerDirector
Trustee or director
1$0
Alexa GrossenbachDirector
Trustee or director
1$0
Frederick KeatorDirector
Trustee or director
1$0
Meredith MansfieldDirector
Trustee or director
1$0
Amanda PilcherDirector
Trustee or director
1$0
Heather SzukisDirector
Trustee or director
1$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
Ronald HartzPresident
Trustee or director, Officer
2$0
Todd FergusonVice President
Trustee or director, Officer
2$0
Barbara AndersonSecretary
Trustee or director, Officer
1$0
Scott PilcherTreasurer
Trustee or director, Officer
2$0
Heather SzukisDirector
Trustee or director
1$0
Kristina CochranDirector
Trustee or director
1$0
Barbara FischerDirector
Trustee or director
1$0
Kimberly DavisDirector
Trustee or director
1$0
Cameron DiehlDirector
Trustee or director
1$0
Amanda PilcherDirector
Trustee or director
1$0
Alexa GrossenbachDirector
Trustee or director
1$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
Ronald HartzPresident
Trustee or director, Officer
2$0
Todd FergusonVice President
Trustee or director, Officer
2$0
Barbara AndersonSecretary
Trustee or director, Officer
1$0
Walt KozikowskiAssistant Treasurer
Trustee or director, Officer
2$0
Scott PilcherTreasurer
Trustee or director, Officer
2$0
Heather SzukisDirector
Trustee or director
1$0
Kristina CochranDirector
Trustee or director
1$0
Barbara FischerDirector
Trustee or director
1$0
Kimberly DavisDirector
Trustee or director
1$0
Cameron DiehlDirector
Trustee or director
1$0
Amanda PilcherDirector
Trustee or director
1$0
Grace BlankenshipDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
880 CARILLON PKWY, ST PETERSBURG, FL 33716-1102
In care of
% ELIZABETH ERIKSEN
Principal officer (990 for 2025)
Scott Pilcher, 880 Carillon Parkway, St Petersburg, FL 33716
Signed the 990
Scott Pilcher, Treasurer
Phone
(727) 567-4046
Return prepared by
Sorren Inc

Mission

To provide financial assistance to associates of Raymond James in times of unforeseen hardships resulting from catastrophic personal tragedy or emergency.

990 for the year ended December 31, 2025

Program accomplishments

  • To provide temporary financial assistance to individuals in need due to tragedy, emergency, or disaster.
    Expenses $575,270 · grants $575,270

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
05-0540150
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P60)
Assets (IRS master file)
$420,131
Income (IRS master file)
$396,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$301,686$586,478$420,131XML
990December 2024$1,682,924$1,879,769$686,468XML
990December 2023$325,389$309,684$932,425XML
990December 2022$792,289$241,315$902,356IRS
990December 2021–––IRS
990December 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-0540150).

Questions about FRIENDS OF RAYMOND JAMES INC

What is the EIN of FRIENDS OF RAYMOND JAMES INC?
The employer identification number (EIN) of FRIENDS OF RAYMOND JAMES INC is 05-0540150.
Is FRIENDS OF RAYMOND JAMES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to FRIENDS OF RAYMOND JAMES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FRIENDS OF RAYMOND JAMES INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FRIENDS OF RAYMOND JAMES INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRIENDS OF RAYMOND JAMES INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FRIENDS OF RAYMOND JAMES INC?
The 990 for the year ended December 31, 2025 names Scott Pilcher.
Who are the officers and directors of FRIENDS OF RAYMOND JAMES INC?
The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does FRIENDS OF RAYMOND JAMES INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $301,686, expenses of $586,478 and total assets of $420,131 at year end.

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