Civic Intelligence

Raymond James Charitable Endowment Fund

990T • Fiscal year 2023 • EIN 59-3652538

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 15, 2024

Organization ProfileWWW.RAYMONDJAMESCHARITABLE.ORG
PO Box 23559St Petersburg, FL 33742

(202) 414-1000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

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
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 15, 2024
Return Version
2022v7.0
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
Phone
2024141000
Address
PO BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Erik Fruland
Title
Trustee/CFO
Phone
7275674861
Signed
2024-02-15
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
655 NEW YORK AVENUE NW SUITE 1100, WASHINGTON, DC 20001
Preparer
Travis L Patton
Phone
2024141000
Raw XML Appendix135 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
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