Civic Intelligence

Raymond James Charitable Endowment Fund

990T • Fiscal year 2021 • EIN 59-3652538

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

Organization ProfileWWW.RAYMONDJAMESCHARITABLE.ORG
880 Carillon ParkwaySt Petersburg, FL 33716

(804) 344-4548

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2025

Assets$2,370,530,074
Liabilities$10,213,386
Net Assets$2,360,316,688
Open 2025 Filing

Operations Trend

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

Latest loaded filing

2025

Revenue$955,087,502
Expenses$478,079,648
Net Income$477,007,854
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.1
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

Filer Name
Raymond James Charitable Endowment Fund
EIN
59-3652538
Address
880 CARILLON PARKWAY, ST PETERSBURG, FL 33716

Signing Officer

Name
Ashley Mackendrick
Title
Trustee
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
Joseph B Hull
Phone
8043444548
Raw XML Appendix46 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.

Path#Value
IRS990T/BackupWithholdingAmt02303
IRS990T/BookValueAssetsEOYAmt01108243045
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt02303
IRS990T/OverpaymentSection/RefundAmt02303
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02303
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY MACKENDRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYMOND JAMES CHARITABLE ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0593652538
ReturnHeader/Filer/USAddress/AddressLine1Txt0880 CARILLON PARKWAY
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033716
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 EAST CARY STREET SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023223
ReturnHeader/PreparerPersonGrp/PhoneNum08043444548
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH B HULL
ReturnHeader/ReturnTs02022-05-04T13:00:23-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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