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Nonprofit · EIN 59-3652538

RAYMOND JAMES CHARITABLE ENDOWMENT FUND

Tax-exempt · ST PETERSBURG, FL 33742

Financials

$580.4M$326.1M2023$955.1M$478.1M2024
Revenue Expenses · by fiscal year end
Financials of RAYMOND JAMES CHARITABLE ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$955,087,502$478,079,648$477,007,854$2,370,530,074$10,213,386$2,360,316,688
March 31, 2024990$580,390,634$326,086,528$254,304,106$1,932,993,768$9,528,623$1,923,465,145
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$827,007,121
Program service revenue
$0
Investment income
$128,008,206
Net gain from sales of assets
$36,733,665
Other revenue
$72,175

Expenses

Grants and similar amounts paid
$462,100,088
Compensation of officers, directors and key employees
$82,000
Salaries, compensation and benefits (total)
$82,000
Professional fundraising fees
$0
Legal fees
$47,279
Accounting fees
$52,185
Program services (functional)
$467,495,159
Management and general (functional)
$10,371,526
Fundraising (functional)
$212,963

Balance sheet and other

Total assets, start of year
$1,932,993,768
Total assets, end of year
$2,370,530,074
Total liabilities, end of year
$10,213,386
Net assets, end of year
$2,360,316,688
Publicly traded securities
$2,335,538,163
Net assets without donor restrictions
$2,324,511,976
Net assets with donor restrictions
$35,804,712
Gross unrelated business income
$265,445
Gross receipts
$3,165,858,832
Employees
0
Volunteers
0
Year formed
2000
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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH BRADYTRUSTEE
Trustee or director
0.5$18,000
JEFFREY GALLAGHERTRUSTEE
Trustee or director
0.5$18,000
LAUREN NICOLE JOHNSONTRUSTEE
Trustee or director
0.5$16,500
THOMAS WILKINSTRUSTEE/CHAIRMAN
Trustee or director, Officer
0.5$15,500
SCOTT ZEBRATRUSTEE
Trustee or director
0.5$0
ERIK FRULANDTRUSTEE/CFO
Trustee or director, Officer
0.5$0
NICOLE HISLERPRESIDENT (AS OF 04/23/24)
Officer
15$0
990 for the year ended March 31, 2024: 7 people
NameTitleHours / weekCompensation
FRANCES NEUTRUSTEE (UNTIL 06/30/2023)
Trustee or director
5$24,000
ELIZABETH BRADYTRUSTEE
Trustee or director
5$16,000
JEFFREY GALLAGHERTRUSTEE
Trustee or director
5$16,000
THOMAS WILKINSTRUSTEE/CHAIRMAN
Trustee or director, Officer
5$15,500
LAUREN NICOLE JOHNSONTRUSTEE
Trustee or director
5$15,500
SCOTT ZEBRATRUSTEE
Trustee or director
5$0
ERIK FRULANDTRUSTEE/CFO
Trustee or director, Officer
5$0

Address and contacts

Address (IRS master file)
PO BOX 23559, ST PETERSBURG, FL 33742-3559
In care of
% NICOLE HISLER
Principal officer (990 for 2024)
NICOLE HISLER, PO Box 23559, ST PETERSBURG, FL 33742
Signed the 990
NICOLE HISLER, PRESIDENT
Phone
(727) 567-4861
Return prepared by
PwC US Tax LLP

Mission

TO INFLUENCE AN INCREASE IN GENEROSITY BY PROVIDING PROGRAMS TO DONORS THAT SIMPLIFY GIVING, MAXIMIZE IMPACT AND MAKE THEIR PHILANTHROPIC VISION A REALITY.

990 for the year ended March 31, 2025

Program accomplishments

  • THE RJCEF OPERATES DONOR-ADVISED FUNDS AS THE CORE OF ITS CHARITABLE OPERATIONS. DURING THE CURRENT FISCAL YEAR, THE NUMBER OF DONOR ADVISED FUNDS INCREASED TO 11,262. THE RJCEF BOARD OF TRUSTEES LAUNCHED ITS GRANT INITIATIVE PROGRAM DURING THE PERIOD, ACCEPTING APPLICATIONS AND SUPPORTING A VARIETY OF ORGANIZATIONS FROM ITS GENERAL FUNDS IN ADDITION TO GRANTS DISTRIBUTED FROM DONOR ADVISED FUNDS. THE RJCEF MADE GRANTS TO DIFFERENT 501(C)(3) PUBLIC CHARITIES DURING THE FISCAL YEAR. TOTAL GRANT EXPENSE PAID OR ACCRUED AMOUNTED TO $462,100,088. THE GRANTS WERE MADE TO U.S. IRS APPROVED, TAX-EXEMPT ORGANIZATIONS IN THE FOLLOWING BROAD CATEGORIES: 27% FAITH BASED ORGANIZATIONS, 19% EDUCATION AND SCHOOL ORGANIZATIONS, 17% SOCIAL SERVICES ORGANIZATIONS, 1% VARIOUS OTHER PUBLIC CHARITABLE ORGANIZATIONS, 8% MEDICINE AND SCIENCE ORGANIZATIONS, 7% ARTS, CULTURE AND MUSEUM ORGANIZATIONS, 17% FOUNDATION ORGANIZATIONS, AND 4% ENVIRONMENT AND ANIMAL ORGANIZATIONS.
    Expenses $467,495,159 · grants $462,100,088 · revenue $28,188

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
59-3652538
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2000
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,370,530,074
Income (IRS master file)
$3,165,858,832

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025–––IRS
990-TMarch 2025–––IRS
990March 2024–––IRS
990-TMarch 2024–––IRS
990March 2023$408,375,986$259,044,843$1,509,811,188IRS
990-TMarch 2023–––IRS
990March 2022$761,758,301$391,163,193$1,460,954,923IRS
990-TDecember 2021–––IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about RAYMOND JAMES CHARITABLE ENDOWMENT FUND

What is the EIN of RAYMOND JAMES CHARITABLE ENDOWMENT FUND?
The employer identification number (EIN) of RAYMOND JAMES CHARITABLE ENDOWMENT FUND is 59-3652538.
Is RAYMOND JAMES CHARITABLE ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to RAYMOND JAMES CHARITABLE ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RAYMOND JAMES CHARITABLE ENDOWMENT FUND 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 RAYMOND JAMES CHARITABLE ENDOWMENT FUND due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RAYMOND JAMES CHARITABLE ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of RAYMOND JAMES CHARITABLE ENDOWMENT FUND?
The 990 for the year ended March 31, 2025 names NICOLE HISLER.
Who are the officers and directors of RAYMOND JAMES CHARITABLE ENDOWMENT FUND?
The 990 for the year ended March 31, 2025 lists 7 people; 4 received compensation from the organization, the highest $18,000 (ELIZABETH BRADY, TRUSTEE).
How much revenue does RAYMOND JAMES CHARITABLE ENDOWMENT FUND have?
On its 990 for the year ended March 31, 2025 it reported revenue of $955,087,502, expenses of $478,079,648 and total assets of $2,370,530,074 at year end.

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