Civic Intelligence

Raymond James Charitable Endowment Fund

990 • Fiscal year 2013 • EIN 59-3652538

Apr 01, 2012 to Mar 31, 2013 • Filed on Sep 17, 2013

Organization ProfileWWW.RAYMONDJAMESCHARITABLE.ORG
PO Box 14407St Petersburg, FL 33733-4407
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.02x

Higher debt load relative to assets than 9% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.04x

Higher debt load relative to revenue than 7% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Net Margin

95th percentile

63%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

95th percentile

36%

Faster asset growth than 95% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Revenue Growth

92nd percentile

89%

Faster revenue growth than 92% of similar nonprofits.

2013 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$203,261,522

Up $53,642,336 (+36%) from 2012

Net Assets

Up

$200,119,834

Up $52,481,436 (+36%) from 2012

Liabilities

Up

$3,141,688

Up $1,160,900 (+59%) from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin95th percentile

Revenue

Up

$71,438,256

Up $33,669,417 (+89%) from 2012

Expenses

Up

$26,706,533

Up $5,319,093 (+25%) from 2012

Net Income

Up

$44,731,723

Up $28,350,324 (+173%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2012: $149,619,186Liabilities 2012: $1,980,788Net Assets 2012: $147,638,3982012Assets 2013: $203,261,522Liabilities 2013: $3,141,688Net Assets 2013: $200,119,8342013Assets 2014: $250,716,510Liabilities 2014: $2,136,418Net Assets 2014: $248,580,0922014Assets 2015: $291,808,433Liabilities 2015: $2,261,891Net Assets 2015: $289,546,5422015Assets 2016: $314,342,167Liabilities 2016: $2,362,922Net Assets 2016: $311,979,2452016Assets 2017: $430,979,876Liabilities 2017: $4,162,092Net Assets 2017: $426,817,7842017Assets 2018: $550,652,151Liabilities 2018: $2,895,162Net Assets 2018: $547,756,9892018Assets 2019: $662,073,374Liabilities 2019: $3,089,948Net Assets 2019: $658,983,4262019Assets 2020: $774,138,314Liabilities 2020: $10,470,356Net Assets 2020: $763,667,9582020Assets 2021: $1,158,770,884Liabilities 2021: $13,384,974Net Assets 2021: $1,145,385,9102021Assets 2022: $1,460,954,923Liabilities 2022: $12,923,244Net Assets 2022: $1,448,031,6792022Assets 2023: $1,509,811,188Liabilities 2023: $8,707,904Net Assets 2023: $1,501,103,2842023Assets 2024: $1,932,993,768Liabilities 2024: $9,528,623Net Assets 2024: $1,923,465,1452024Assets 2025: $2,370,530,074Liabilities 2025: $10,213,386Net Assets 2025: $2,360,316,6882025

Highlighted filing

2013

Assets$203,261,522
Liabilities$3,141,688
Net Assets$200,119,834
Open 2013 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0B$500M$0Revenue 2012: $37,768,839Expenses 2012: $21,387,440Net Income 2012: $16,381,3992012Revenue 2013: $71,438,256Expenses 2013: $26,706,533Net Income 2013: $44,731,7232013Revenue 2014: $78,476,631Expenses 2014: $36,961,767Net Income 2014: $41,514,8642014Revenue 2015: $83,722,174Expenses 2015: $44,220,110Net Income 2015: $39,502,0642015Revenue 2016: $85,237,019Expenses 2016: $45,760,907Net Income 2016: $39,476,1122016Revenue 2017: $155,921,718Expenses 2017: $63,057,041Net Income 2017: $92,864,6772017Revenue 2018: $201,569,250Expenses 2018: $88,647,336Net Income 2018: $112,921,9142018Revenue 2019: $235,982,155Expenses 2019: $109,975,513Net Income 2019: $126,006,6422019Revenue 2020: $335,844,216Expenses 2020: $141,923,563Net Income 2020: $193,920,6532020Revenue 2021: $358,502,519Expenses 2021: $174,499,560Net Income 2021: $184,002,9592021Revenue 2022: $761,758,301Expenses 2022: $391,163,193Net Income 2022: $370,595,1082022Revenue 2023: $408,375,986Expenses 2023: $259,044,843Net Income 2023: $149,331,1432023Revenue 2024: $580,390,634Expenses 2024: $326,086,528Net Income 2024: $254,304,1062024Revenue 2025: $955,087,502Expenses 2025: $478,079,648Net Income 2025: $477,007,8542025

Highlighted filing

2013

Revenue$71,438,256
Expenses$26,706,533
Net Income$44,731,723
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Sep 17, 2013
Return Version
2012v2.1
Gross Receipts
$102,941,740
Mission and Program Overview

Mission

To influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality.

Filing and Contact Details

Filer

EIN
59-3652538
Raw XML AppendixShowing 400 of 13,110 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1CHANGE IN MARKET VALUE OF POOLED INCOME FUNDS 84,389. CHANGE IN MARKET VALUE OF CHARITABLE TRUSTS 46,770. CHANGE IN MARKET VALUE OF CHARITABLE GIFT ANNUITIES -36,115.
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IRS990ScheduleD/TotalRevenuePerForm990071438256
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt026706533
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt079187969
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE RJCEF DETERMINES GRANT QUALIFICATION AS FOLLOWS: 1) DONORS ARE PERMITTED TO SUBMIT A NON-BINDING, WRITTEN GRANT REQUEST TO THE RJCEF BOARD. THE RJCEF BOARD HAS DELEGATED TO RAYMOND JAMES TRUST, NA THE AUTHORITY TO MAKE GRANTS THAT MEET THE FOLLOWING CRITERIA: --THE MINIMUM GRANT IS $250 --THE ORGANIZATION RECEIVING THE GRANT MUST BE A U.S. PUBLIC CHARITY OR GOVERNMENTAL UNIT --THE GRANT MUST BE EXCLUSIVELY IN FURTHERANCE OF THE CHARITABLE ENTITY'S EXEMPT PURPOSE --THE GRANT MAY NOT CONFER A PRIVATE BENEFIT ON THE RJCEF DONOR 2) THE RJCEF CONFIRMS THAT THE ORGANIZATION TO RECEIVE THE GRANT IS, IN FACT, ELIGIBLE BY TAKING ONE OR MORE OF THE FOLLOWING STEPS, DEPENDING ON CIRCUMSTANCES, 1) REVIEWING IRS PUBLICATION 78, 2) REQUESTING A COPY OF THE ORGANIZATION'S IRS DETERMINATION LETTER OR AUDITED FINANCIAL STATEMENTS, 3) REQUESTING A COPY (OR REVIEWING VIA AN INTERNET WEB SITE) THE ORGANIZATION'S FORM 990. 3) THE RJCEF NOTIFIES THE GRANT RECIPIENT THAT ACCEPTANCE OF THE GRANT IS CONDITIONED UPON AN AGREEMENT NOT TO USE THE GRANT TO PROVIDE AN IMPERMISSIBLE BENEFIT TO THE RJCEF DONOR, DONOR ADVISER OR OTHER THIRD PARTY. 4) DEPENDING ON CIRCUMSTANCES THE BOARD MAY TAKE SUCH OTHER STEPS, AS IT DEEMS NECESSARY PRIOR TO APPROVING A GRANT. 5) THE RJCEF DOES NOT MAKE GRANTS TO PRIVATE NON-OPERATING FOUNDATIONS OR INDIVIDUALS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine102710 W ALABAMA
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11419 E HUFSMITH
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12419 E HUFSMITH
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13ABAC 13 - 2802 MOORE HWY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14ABAC 13 - 2802 MOORE HWY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine15ABAC 13 - 2802 MOORE HWY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine162301 22ND AVE S
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine171430 TULANE AVENUE 8745
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18501 PARK ST N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine19501 PARK ST N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine110501 PARK ST N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111P O BOX 6313
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1121201 MAPLEASH AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1139530 STARKEY RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1149530 STARKEY RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine115PO BOX 7274
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1168060 CARMEL VALLEY RD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine117P O BOX 431
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11815100 N 90TH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11915100 N 90TH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine120614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine121614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine122614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine123614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine124614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine125614 W SUPERIOR ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1266350 CENTER DR SUITE 102
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine127455 SHERMAN ST SUITE 500
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine128455 SHERMAN ST SUITE 500
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine129455 SHERMAN ST SUITE 500
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine130455 SHERMAN ST SUITE 500
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine131225 N MICHIGAN AVE SUITE 1700
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine132225 N MICHIGAN AVE SUITE 1700
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine133P O BOX 1268
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1342310 ROUTE 34 NORTH SUITE 1-D
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1352310 ROUTE 34 NORTH SUITE 1-D
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1364503 W DEYOUNG ST SUITE 200
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine137PO BOX 22718
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine138740 COMMERCE DR SUITE B
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine13920450 CIVIC CENTER DR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14020450 CIVIC CENTER DR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14120450 CIVIC CENTER DR
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14240 OAK HOLLOW STE 220
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14311207 BLUE HERON BLVD N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14411207 BLUE HERON BLVD N
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1451101 NORTHCHASE PARKWAY 1
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1463505 EMBASSY PARKWAY SUITE 100
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine147P O BOX 78851
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1487272 GREENVILLE AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine14992 W SUNBRIDGE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine150465 SOUTH 400 EAST SUITE 1100
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1518333 GREENWOOD BLVD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1528333 GREENWOOD BLVD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine15345 WEST 36TH STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1542025 E STREET NW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine155P O BOX 37243
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine15610195 CORPORATE SQUARE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1572025 E STREET NW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1582025 E STREET NW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine159P O BOX 37243
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1602025 E STREET NW
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine161490 PULASKI ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine162341 WHITE ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine163341 WHITE ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine164801 MCCALLIE AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine165203 SECOND AVE E
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1662848 WEST MAIN ST
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1672131 DECKNER AVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1683310 W MAIN STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine169P O BOX 4002018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$203,261,522
Liabilities
$3,141,688
Net assets
$200,119,834
Revenue
$71,438,256
Expenses
$26,706,533
Net income
$44,731,723
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2,371$10.2$2,360$955$478$477
2024Detailed filing. Detailed filing data is available for this year.$1,933$9.53$1,923$580$326$254
2023Detailed filing. Detailed filing data is available for this year.$1,510$8.71$1,501$408$259$149
2022Detailed filing. Detailed filing data is available for this year.$1,461$12.9$1,448$762$391$371
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,159$13.4$1,145$359$174$184
2020Detailed filing. Detailed filing data is available for this year.$774$10.5$764$336$142$194
2019Detailed filing. Detailed filing data is available for this year.$662$3.09$659$236$110$126
2018Detailed filing. Detailed filing data is available for this year.$551$2.90$548$202$88.6$113
2017Detailed filing. Detailed filing data is available for this year.$431$4.16$427$156$63.1$92.9
2016Detailed filing. Detailed filing data is available for this year.$314$2.36$312$85.2$45.8$39.5
2015Detailed filing. Detailed filing data is available for this year.$292$2.26$290$83.7$44.2$39.5
2014Detailed filing. Detailed filing data is available for this year.$251$2.14$249$78.5$37.0$41.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$203$3.14$200$71.4$26.7$44.7
2012Summary only. Only limited summary data is available for this year.$150$1.98$148$37.8$21.4$16.4