RAYMOND JAMES CHARITABLE ENDOWMENT FUND

EIN: 593652538 501(c)(3) Philanthropy & Grantmaking

ST PETERSBURG, FL

Total Revenue
$955,087,502
Total Expenses
$478,079,648
Total Assets
$2,370,530,074
Net Assets
$2,360,316,688
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
FL
Principal Officer
NICOLE HISLER
Phone
7275674861
Tax Period
2024-04-01 to 2025-03-31

RAYMOND JAMES CHARITABLE ENDOWMENT FUND, founded in 2000, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $955.1M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $477.0M, a strong 50% operating margin.

Mission

SUPPORTING PHILANTHROPY THROUGH DONOR ADVISED FUNDS THAT SIMPLIFY GIVING AND MAXIMIZE IMPACT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $827,007,121
Program Service Revenue $0
Investment Income $128,008,206
Other Revenue $72,175
TOTAL REVENUE $955,087,502

Expense Breakdown

Grants Paid $462,100,088
Salaries & Benefits $82,000
Fundraising Expenses $212,963
Program Expenses $467,495,159
Other Expenses $15,897,560
TOTAL EXPENSES $478,079,648

Year-over-Year Comparison

2024 2023 Change
Revenue $955,087,502 $580,390,634 +0.6%
Expenses $478,079,648 $326,086,528 +0.5%
Net Income $477,007,854 $254,304,106 +0.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$15,500
Total Directors
6
$68,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH BRADY TRUSTEE 0.5
Director
$18,000 $0 $18,000
JEFFREY GALLAGHER TRUSTEE 0.5
Director
$18,000 $0 $18,000
LAUREN NICOLE JOHNSON TRUSTEE 0.5
Director
$16,500 $0 $16,500
THOMAS WILKINS TRUSTEE/CHAIRMAN 0.5
Officer Director
$15,500 $0 $15,500
SCOTT ZEBRA TRUSTEE 0.5
Director
$0 $0 $0
ERIK FRULAND TRUSTEE/CFO 0.5
Officer Director
$0 $0 $0
NICOLE HISLER PRESIDENT (AS OF 04/23/24) 15.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $955,087,502 $478,079,648 $2,370,530,074 $477,007,854
2024 $580,390,634 $326,086,528 $1,932,993,768 $254,304,106
2023 $408,375,986 $259,044,843 $1,509,811,188 $149,331,143
2022 $761,758,301 $391,163,193 $1,460,954,923 $370,595,108
2021 $358,502,519 $174,499,560 $1,158,770,884 $184,002,959
2020 $335,844,216 $141,923,563 $774,138,314 $193,920,653
2019 $235,982,155 $109,975,513 $662,073,374 $126,006,642
2018 $201,569,250 $88,647,336 $550,652,151 $112,921,914
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