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    5. Raymond James Charitable Endowment Fund
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    Raymond James Charitable Endowment Fund

    ActivePhilanthropy & Voluntarism
    ST PETERSBURG, FLWebsite7275674861

    About Raymond James Charitable Endowment Fund

    Committed to strategically investing in the communities it serves by supporting the work of nonprofits to expand opportunities and improve quality of life through donor-advised funds and targeted grant programs.

    Focus Areas

    Arts, Culture & MuseumsEducation & SchoolsEnvironment & AnimalsFaith-based programsMedicine & ScienceFoundations/Capacity BuildingSocial ServicesFood Security

    Funding Style

    unrestricted / general operating supportflexible fundingcore organizational support

    Topics

    organizational capacity preservation

    About Raymond James Charitable Endowment Fund

    Raymond James Charitable Endowment Fund’s recent giving is dominated by large general-support transfers to donor-advised fund sponsors, including a $141,777,262 grant to National Philanthropic Trust in 2023. That pattern signals a grantmaking model built around flexible support rather than narrow project funding. In the latest grants, the fund also made seven-figure gifts to Schwab Charitable Fund, Fidelity Investments Charitable Gift Fund, Goldman Sachs Philanthropy Fund, and Morgan Stanley Global Impact Funding Trust, all listed as general support. Beyond DAF intermediaries, the fund appears across a broad mix of nonprofits and institutions, from health and education to faith-based and cultural organizations. The fund’s stated purpose is to strategically invest in the communities it serves by supporting nonprofits that expand opportunities and improve quality of life through donor-advised funds and targeted grant programs. Its focus areas include Arts, Culture & Museums, Education & Schools, Environment & Animals, Faith-based programs, Medicine & Science, Foundations/Capacity Building, Social Services, and Food Security. The overall picture is of a national funder that uses unrestricted or flexible support as a core tool, with both intermediary giving and direct grants appearing in the recent record.

    What Raymond James Charitable Endowment Fund Funds

    General support is a defining feature of the fund’s recent activity. In 2025, it granted $5,062,075 to James Museum of Western Art for general support, showing that cultural institutions are part of its portfolio. Health-related giving also appears in the recent grants. Ut Southwestern Medical Center received $5,680,349 in 2024 and another $1,410,500 in 2025, both listed as general support. Faith-based work is another clear area. The Church of Jesus Christ of Latter-day Saints received $5,313,178 in 2024 and $3,082,334 in 2025, each designated general support. Education and youth-oriented organizations are present as well. Young Life received $1,318,274 in 2025, while South Hills Catholic Academy received $1,293,739 in 2025, both as general support.

    How Raymond James Charitable Endowment Fund Gives

    Typical grant sizes are moderate relative to the fund’s total activity: the 25th percentile is $9,250, the median is $13,500, and the 75th percentile is $27,900. The recent grants list also shows many much larger general-support awards, which points to a mixed pattern of routine grants and major transfers. The fund is a Bank DAF Program, and its giving is entirely to organizations rather than individuals. Recurrence is visible in the data: multiple recipients appear in more than one year, including National Philanthropic Trust, Fidelity Investments Charitable Gift Fund, Schwab Charitable Fund, American Endowment Foundation, and others.

    Financial Snapshot

    Annual Giving

    $730.9M

    Total Assets

    $1.9B

    Total Revenue

    $580.4M

    Total Expenses

    $326.1M

    Typical Grant Size

    Most grants fall between $9K and $28K, with a median of $14K.

    25th Percentile

    $9K

    Median

    $14K

    75th Percentile

    $28K

    Geographic Reach

    National53 states funded

    About 7% of grants go to recipients in GA.

    Funding intensity
    Low
    High
    Headquarters

    Leadership

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    EIN: 59-3652538
    3 filings on record
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    operations and administration support
    cross-sector (non-program-specific) support

    Where Raymond James Charitable Endowment Fund Makes Grants

    Giving is national, and all listed recipient-country data points are in the US. By state, Georgia is the top grant-count location, even though the headquarters is in St. Petersburg, Florida. Recent grants also cluster in several other states through recipient cities such as Jenkintown, Pennsylvania; Omaha, Nebraska; Cincinnati, Ohio; New York City, New York; Dallas, Texas; and Provo, Utah. Florida recipients account for 7% of grants, including organizations in Orlando and St. Petersburg.

    Frequently Asked Questions About Raymond James Charitable Endowment Fund

    What kind of fund is Raymond James Charitable Endowment Fund?

    It is classified as a Bank DAF Program. The recent record is heavily weighted toward general-support grants, and the foundation’s stated approach is to support nonprofits through donor-advised funds and targeted grant programs.

    What is the typical grant size?

    The 25th percentile grant is $9,250, the median is $13,500, and the 75th percentile is $27,900. That sits alongside some much larger grants in the recent record, especially general-support transfers.

    Does the fund support more than one area of work?

    Yes. Its stated focus areas include Arts, Culture & Museums, Education & Schools, Environment & Animals, Faith-based programs, Medicine & Science, Foundations/Capacity Building, Social Services, and Food Security.

    Are grants concentrated in one geography?

    The scope is national, and the recipient-country distribution is entirely US-based. By grant count, Georgia is the top state, while Florida accounts for 7% of grants.

    Do recent grants show repeat recipients?

    Yes. Several recipients appear in multiple years, including National Philanthropic Trust, Fidelity Investments Charitable Gift Fund, Schwab Charitable Fund, and American Endowment Foundation. That indicates recurring relationships rather than one-time awards only.

    NICOLE HISLER

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Open Grant Opportunities

    Current and upcoming funding from Raymond James Charitable Endowment Fund that your nonprofit may be able to apply for.

    Open nowCloses Dec 1, 2026Award: $100 – $75K

    Raymond James Charitable — Donor Advised Fund (DAF) Grants

    Multiple (donor-directed) including Arts, Education, Faith-based, Social Services, Environment, Medicine & Science

    Who can apply: Grantors must hold a Raymond James Charitable DAF account. Grants must meet IRS rules for DAF distributions (cannot fund private non-operating foundations or fulfill personal pledges). Auto-approval criteria: $75,000 or less; directed to a public 501(c)(3) charity in the U.S. that is approved in Raymond James Charitable’s database; no custom comments in Grant Purpose or Special Instructions; DAF balance must have at least $2,500 remaining after distribution.

    Deadline: Annual year-end deadlines: For a grant to be approved in 2025 submit by December 1, 2025. For auto-approved grants, submit by December 12, 2025 (auto-approval also requires meeting auto-approval criteria).

    View & apply

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    Deadlines and eligibility are summarized from public sources and may change — always confirm the details on the funder's official application page before applying.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    SCHWAB CHARITABLE FUND AKA SCHWAB FUND FOR CHARITAOMAHA, NE$9,762,3422025GENERAL SUPPORT
    FIDELITY INVESTMENTS CHARITABLE GIFT FUNDCINCINNATI, OH$8,107,5752025GENERAL SUPPORT
    GOLDMAN SACHS PHILANTHROPY FUNDNEW YORK CITY, NY$6,635,2692025GENERAL SUPPORT
    JAMES MUSEUM OF WESTERN ARTST PETERSBURG, FL$5,062,0752025GENERAL SUPPORT
    THE CLEAR FUND AKA GIVEWELLOAKLAND, CA$4,465,5682025GENERAL SUPPORT
    EDWARD CHARLES FOUNDATIONBEVERLY HILLS, CA$3,156,5602025GENERAL SUPPORT
    THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTSSALT LAKE CITY, UT$3,082,3342025GENERAL SUPPORT
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCNEW YORK, NY$3,028,6472025GENERAL SUPPORT
    NATIONAL PHILANTHROPIC TRUSTJENKINTOWN, PA$1,883,3712025GENERAL SUPPORT
    BANK OF AMERICA CHARITABLE GIFT FUNDBOSTON, MA$1,500,0122025GENERAL SUPPORT
    UT SOUTHWESTERN MEDICAL CENTERDALLAS, TX$1,410,5002025GENERAL SUPPORT
    SAM SCHMIDT FOUNDATION DBA CONQUER PARALYSIS NOWLAS VEGAS, NV$1,400,0002025GENERAL SUPPORT
    YOUNG LIFEHARLAN, IA$1,318,2742025GENERAL SUPPORT
    SOUTH HILLS CATHOLIC ACADEMYPITTSBURGH, PA$1,293,7392025GENERAL SUPPORT
    TURNING POINT USA INCPHOENIX, AZ$1,246,9002025GENERAL SUPPORT
    NEW VILLAGE FOUNDATION INCPARK RAPIDS, MN$1,240,0002025GENERAL SUPPORT
    ST JUDE CHILDREN'S RESEARCH HOSPITAL INCMEMPHIS, TN$1,227,5462025GENERAL SUPPORT
    AMERICAN ENDOWMENT FOUNDATIONHUDSON, OH$1,101,0902025GENERAL SUPPORT
    SERVANT FOUNDATION DBA THE SIGNATRYOVERLAND PARK, KS$1,064,2262025GENERAL SUPPORT
    DOCTORS WITHOUT BORDERS USA INC AKA MSF MEDECINSHAGERSTOWN, MD$1,047,2562025GENERAL SUPPORT
    VANGUARD CHARITABLE ENDOWMENT PROGRAMWARWICK, RI$1,045,1032025GENERAL SUPPORT
    MEDSTAR GEORGETOWN MEDICAL CENTER INCCOLUMBIA, MD$1,010,0002025GENERAL SUPPORT
    BOCA RATON REGIONAL HOSPITAL FOUNDATION INCBOCA RATON, FL$1,004,2502025GENERAL SUPPORT
    FAMILY UNITY ORGANIZATIONMULLICA HILL, NJ$1,000,0002025GENERAL SUPPORT
    TULSA COMMUNITY FOUNDATIONTULSA, OK$935,3822025GENERAL SUPPORT
    STATE UNIVERSITY OF IOWA FOUNDATION AKA UNIVERSITYIOWA CITY, IA$831,3002025GENERAL SUPPORT
    RECONCILIATION MINISTRIES SCCOLA, SC$797,2752025GENERAL SUPPORT
    EMORY UNIVERSITYATLANTA, GA$773,4102025GENERAL SUPPORT
    SAMARITANS PURSEBOONE, NC$762,7202025GENERAL SUPPORT
    AMERICAN NATIONAL RED CROSSBOONE, IA$758,1562025GENERAL SUPPORT
    MARIANIST PROVINCE OF THE UNITES STATES SOCIETY OFSAINT LOUIS, MO$750,0002025GENERAL SUPPORT
    RENAISSANCE CHARITABLE FOUNDATION INCINDIANAPOLIS, IN$740,4262025GENERAL SUPPORT
    SOJOURN CHURCH INCCARROLLTON, TX$700,0002025GENERAL SUPPORT
    ST JOSEPH HEALTHCARE FOUNDATIONBANGOR, ME$700,0002025GENERAL SUPPORT
    AMERICAN HEART ASSOCIATION INCLOS ANGELES, CA$691,3142025GENERAL SUPPORT
    WORLD CENTRAL KITCHEN INCORPORATEDWASHINGTON, DC$665,6462025GENERAL SUPPORT
    CHAPEL & YORK FOUNDATION US INCNEW YORK, NY$665,0002025GENERAL SUPPORT
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIONSTATEN ISLAND, NY$664,0772025GENERAL SUPPORT
    PRESTONWOOD BAPTIST CHURCHPLANO, TX$650,0002025GENERAL SUPPORT
    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INCHOUSTON, TX$634,0402025GENERAL SUPPORT
    THE SALVATION ARMYBALTIMORE, MD$607,1702025GENERAL SUPPORT
    SUNSYSTEM DEVELOPMENT CORPORATION DBA ADVENTHEALTHORLANDO, FL$600,0002025GENERAL SUPPORT
    BRONCO ATHLETIC ASSOCIATIONBOISE, ID$600,0002025GENERAL SUPPORT
    SHATTUCK ST MARY'S SCHOOLSFARIBAULT, MN$584,2982025GENERAL SUPPORT
    CANCER FOR COLLEGESAN DIEGO, CA$574,3292025GENERAL SUPPORT
    FAYETTE ACADEMYSOMERVILLE, TN$555,0002025GENERAL SUPPORT
    FELLOWSHIP BIBLE CHURCH OF WILLIAMSON COUNTYBRENTWOOD, TN$546,9582025GENERAL SUPPORT
    UNITED WAY SUNCOAST INCTAMPA, FL$539,1502025GENERAL SUPPORT
    CAMPUS CRUSADE FOR CHRIST INCORLANDO, FL$534,2152025GENERAL SUPPORT
    COME AND SEE FOUNDATION INCCOLORADO SPRINGS, CO$532,6702025GENERAL SUPPORT

    SCHWAB CHARITABLE FUND AKA SCHWAB FUND FOR CHARITA

    $9,762,342
    OMAHA, NE2025

    GENERAL SUPPORT

    FIDELITY INVESTMENTS CHARITABLE GIFT FUND

    $8,107,575
    CINCINNATI, OH2025

    GENERAL SUPPORT

    GOLDMAN SACHS PHILANTHROPY FUND

    $6,635,269
    NEW YORK CITY, NY2025

    GENERAL SUPPORT

    JAMES MUSEUM OF WESTERN ART

    $5,062,075
    ST PETERSBURG, FL2025

    GENERAL SUPPORT

    THE CLEAR FUND AKA GIVEWELL

    $4,465,568
    OAKLAND, CA2025

    GENERAL SUPPORT

    EDWARD CHARLES FOUNDATION

    $3,156,560
    BEVERLY HILLS, CA2025

    GENERAL SUPPORT

    THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS

    $3,082,334
    SALT LAKE CITY, UT2025

    GENERAL SUPPORT

    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

    $3,028,647
    NEW YORK, NY2025

    GENERAL SUPPORT

    NATIONAL PHILANTHROPIC TRUST

    $1,883,371
    JENKINTOWN, PA2025

    GENERAL SUPPORT

    BANK OF AMERICA CHARITABLE GIFT FUND

    $1,500,012
    BOSTON, MA2025

    GENERAL SUPPORT

    UT SOUTHWESTERN MEDICAL CENTER

    $1,410,500
    DALLAS, TX2025

    GENERAL SUPPORT

    SAM SCHMIDT FOUNDATION DBA CONQUER PARALYSIS NOW

    $1,400,000
    LAS VEGAS, NV2025

    GENERAL SUPPORT

    YOUNG LIFE

    $1,318,274
    HARLAN, IA2025

    GENERAL SUPPORT

    SOUTH HILLS CATHOLIC ACADEMY

    $1,293,739
    PITTSBURGH, PA2025

    GENERAL SUPPORT

    TURNING POINT USA INC

    $1,246,900
    PHOENIX, AZ2025

    GENERAL SUPPORT

    NEW VILLAGE FOUNDATION INC

    $1,240,000
    PARK RAPIDS, MN2025

    GENERAL SUPPORT

    ST JUDE CHILDREN'S RESEARCH HOSPITAL INC

    $1,227,546
    MEMPHIS, TN2025

    GENERAL SUPPORT

    AMERICAN ENDOWMENT FOUNDATION

    $1,101,090
    HUDSON, OH2025

    GENERAL SUPPORT

    SERVANT FOUNDATION DBA THE SIGNATRY

    $1,064,226
    OVERLAND PARK, KS2025

    GENERAL SUPPORT

    DOCTORS WITHOUT BORDERS USA INC AKA MSF MEDECINS

    $1,047,256
    HAGERSTOWN, MD2025

    GENERAL SUPPORT

    VANGUARD CHARITABLE ENDOWMENT PROGRAM

    $1,045,103
    WARWICK, RI2025

    GENERAL SUPPORT

    MEDSTAR GEORGETOWN MEDICAL CENTER INC

    $1,010,000
    COLUMBIA, MD2025

    GENERAL SUPPORT

    BOCA RATON REGIONAL HOSPITAL FOUNDATION INC

    $1,004,250
    BOCA RATON, FL2025

    GENERAL SUPPORT

    FAMILY UNITY ORGANIZATION

    $1,000,000
    MULLICA HILL, NJ2025

    GENERAL SUPPORT

    TULSA COMMUNITY FOUNDATION

    $935,382
    TULSA, OK2025

    GENERAL SUPPORT

    STATE UNIVERSITY OF IOWA FOUNDATION AKA UNIVERSITY

    $831,300
    IOWA CITY, IA2025

    GENERAL SUPPORT

    RECONCILIATION MINISTRIES SC

    $797,275
    COLA, SC2025

    GENERAL SUPPORT

    EMORY UNIVERSITY

    $773,410
    ATLANTA, GA2025

    GENERAL SUPPORT

    SAMARITANS PURSE

    $762,720
    BOONE, NC2025

    GENERAL SUPPORT

    AMERICAN NATIONAL RED CROSS

    $758,156
    BOONE, IA2025

    GENERAL SUPPORT

    MARIANIST PROVINCE OF THE UNITES STATES SOCIETY OF

    $750,000
    SAINT LOUIS, MO2025

    GENERAL SUPPORT

    RENAISSANCE CHARITABLE FOUNDATION INC

    $740,426
    INDIANAPOLIS, IN2025

    GENERAL SUPPORT

    SOJOURN CHURCH INC

    $700,000
    CARROLLTON, TX2025

    GENERAL SUPPORT

    ST JOSEPH HEALTHCARE FOUNDATION

    $700,000
    BANGOR, ME2025

    GENERAL SUPPORT

    AMERICAN HEART ASSOCIATION INC

    $691,314
    LOS ANGELES, CA2025

    GENERAL SUPPORT

    WORLD CENTRAL KITCHEN INCORPORATED

    $665,646
    WASHINGTON, DC2025

    GENERAL SUPPORT

    CHAPEL & YORK FOUNDATION US INC

    $665,000
    NEW YORK, NY2025

    GENERAL SUPPORT

    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

    $664,077
    STATEN ISLAND, NY2025

    GENERAL SUPPORT

    PRESTONWOOD BAPTIST CHURCH

    $650,000
    PLANO, TX2025

    GENERAL SUPPORT

    NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC

    $634,040
    HOUSTON, TX2025

    GENERAL SUPPORT

    THE SALVATION ARMY

    $607,170
    BALTIMORE, MD2025

    GENERAL SUPPORT

    SUNSYSTEM DEVELOPMENT CORPORATION DBA ADVENTHEALTH

    $600,000
    ORLANDO, FL2025

    GENERAL SUPPORT

    BRONCO ATHLETIC ASSOCIATION

    $600,000
    BOISE, ID2025

    GENERAL SUPPORT

    SHATTUCK ST MARY'S SCHOOLS

    $584,298
    FARIBAULT, MN2025

    GENERAL SUPPORT

    CANCER FOR COLLEGE

    $574,329
    SAN DIEGO, CA2025

    GENERAL SUPPORT

    FAYETTE ACADEMY

    $555,000
    SOMERVILLE, TN2025

    GENERAL SUPPORT

    FELLOWSHIP BIBLE CHURCH OF WILLIAMSON COUNTY

    $546,958
    BRENTWOOD, TN2025

    GENERAL SUPPORT

    UNITED WAY SUNCOAST INC

    $539,150
    TAMPA, FL2025

    GENERAL SUPPORT

    CAMPUS CRUSADE FOR CHRIST INC

    $534,215
    ORLANDO, FL2025

    GENERAL SUPPORT

    COME AND SEE FOUNDATION INC

    $532,670
    COLORADO SPRINGS, CO2025

    GENERAL SUPPORT