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    3. 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

    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

    $411.3M

    Total Assets

    $2.4B

    Total Revenue

    $955.1M

    Total Expenses

    $478.1M

    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 TX.

    Funding intensity
    Low
    High
    Headquarters

    Leadership

    Funding intensity
    Low
    High

    Where Raymond James Charitable Endowment Fund Funds

    Top 4 recipient countries by grant volume for Raymond James Charitable Endowment Fund.

    RankCountryGrantsTotalShare
    1United StatesDomestic24,234$1.1B
    100.0%
    2Northern Mariana Islands

    Deep Analysis

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    Privacy PolicyTerms of ServiceSystem Status
    EIN (Tax ID): 59-3652538Latest Form 990: 2026Total assets: $2.4B4 filings on recordFind their full 990 filing →
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    organizational capacity preservation
    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

    2026

    Source: IRS Form 990-PF, fiscal year 2026.

    1
    $11K
    0.0%
    3U.S. Virgin Islands1$5K
    0.0%
    4Canada1$1K
    0.0%

    Recipient country reflects the grantee's headquarters per IRS 990-PF and Schedule F filings, not the program's implementation country.

    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
    FIDELITY INVESTMENTS CHARITABLE GIFT FUNDCINCINNATI, OH$36,438,5722026GENERAL SUPPORT
    AMERICAN ENDOWMENT FOUNDATIONHUDSON, OH$15,622,1852026GENERAL SUPPORT
    PBS FOUNDATIONARLINGTON, VA$10,027,2302026GENERAL SUPPORT
    SAM SCHMIDT FOUNDATION DBA CONQUER PARALYSIS NOWLAS VEGAS, NV$7,600,0002026GENERAL SUPPORT
    DONOR ADVISED CHARITABLE GIVING INC DBA DAFGIVINGOMAHA, NE$6,818,8962026GENERAL SUPPORT
    IMPACTASSETS INCBETHESDA, MD$5,090,0002026GENERAL SUPPORT
    JAMES MUSEUM OF WESTERN ARTST PETERSBURG, FL$5,071,8002026GENERAL SUPPORT
    NATIONAL PUBLIC RADIO INC AKA NPRWASHINGTON, DC$5,053,0502026GENERAL SUPPORT
    OREGON SHAKESPEARE FESTIVAL ASSOCIATIONASHLAND, OR$5,002,0002026GENERAL SUPPORT
    AMERICAN GIFT FUNDWILMINGTON, DE$3,671,0762026GENERAL SUPPORT
    SAMARITANS PURSEBOONE, NC$3,148,4352026GENERAL SUPPORT
    CONGREGATION SHAAREI TFILO BNEI RUVEN NUSACH HOARICHICAGO, IL$3,004,6602026GENERAL SUPPORT
    RENAISSANCE CHARITABLE FOUNDATION INCINDIANAPOLIS, IN$2,956,2042026GENERAL SUPPORT
    VILLANOVA UNIVERSITYVILLLANOVA, PA$2,527,2502026GENERAL SUPPORT
    SAINT THOMAS HEALTH FOUNDATIONNASHVILLE, TN$2,025,0002026GENERAL SUPPORT
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCNEW YORK, NY$1,648,9812026GENERAL SUPPORT
    STATE UNIVERSITY OF IOWA FOUNDATION AKA UNIVERSITYIOWA CITY, IA$1,413,8002026GENERAL SUPPORT
    INDIAN RIVER HOSPITAL FOUNDATION INCVERO BEACH, FL$1,346,4002026GENERAL SUPPORT
    FRIENDS OF THE ISRAEL DEFENSE FORCESNEW YORK, NY$1,222,0232026GENERAL SUPPORT
    ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCHDALLAS, TX$1,210,3612026GENERAL SUPPORT
    ST JUDE CHILDREN'S RESEARCH HOSPITAL INCMEMPHIS, TN$1,173,7022026GENERAL SUPPORT
    CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS INCGAINESVILLE, FL$1,151,3902026GENERAL SUPPORT
    BOCA RATON REGIONAL HOSPITAL FOUNDATION INCBOCA RATON, FL$1,118,5002026GENERAL SUPPORT
    TRINITY COLLEGEHARTFORD, CT$1,113,5002026GENERAL SUPPORT
    WHITEFISH COMMUNITY FOUNDATION INCWHITEFISH, MT$1,093,4792026GENERAL SUPPORT
    GRACE CHRISTIAN ACADEMY OF LEIPERS FORKFRANKLIN, TN$1,088,0002026GENERAL SUPPORT
    ST TIMOTHY'S EPISCOPAL CHURCH CENTENNIAL COCENTENNIAL, CO$1,081,2632026GENERAL SUPPORT
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIONSTATEN ISLAND, NY$1,045,3442026GENERAL SUPPORT
    NAPLES COMMUNITY HOSPITAL INCNAPLES, FL$1,040,0002026GENERAL SUPPORT
    LEGACY OF LIFE FOUNDATIONYARDLEY, PA$1,001,0002026GENERAL SUPPORT
    NEW COMMUNITY VISIONNORTHPORT, MI$1,000,0002026GENERAL SUPPORT
    FAMILY UNITY ORGANIZATIONMULLICA HILL, NJ$1,000,0002026GENERAL SUPPORT
    UNITED CHURCH IN WALPOLEWALPOLE, MA$1,000,0002026GENERAL SUPPORT
    MASQUERADE THEATRE INCUNION CITY, TN$1,000,0002026GENERAL SUPPORT
    WORLD CENTRAL KITCHEN INCORPORATEDWASHINGTON, DC$964,2862026GENERAL SUPPORT
    OHIO WESLEYAN UNIVERSITYDELAWARE, OH$938,5002026GENERAL SUPPORT
    ASHLAND SCHOOLS FOUNDATIONASHLAND, OR$900,0002026GENERAL SUPPORT
    SACRED HEART CATHOLIC CHURCHSALISBURY, NC$750,0002026GENERAL SUPPORT
    UNITED WAY SUNCOAST INCTAMPA, FL$729,4762026GENERAL SUPPORT
    UNITED WAY OF LEE COUNTY INCFORT MYERS, FL$694,1672026GENERAL SUPPORT
    BREAKTHROUGH AKA BREAKTHROUGH AUSTINAUSTIN, TX$688,3682026GENERAL SUPPORT
    BALL STATE UNIVERSITY FOUNDATIONMUNCIE, IN$687,8932026GENERAL SUPPORT
    ARCHDIOCESE OF NEW YORKNEW YORK, NY$686,6502026GENERAL SUPPORT
    THRIVENT CHARITABLE IMPACT & INVESTINGMINNEAPOLIS, MN$643,6002026GENERAL SUPPORT
    MARQUETTE UNIVERSITYMILWAUKEE, WI$607,6592026GENERAL SUPPORT
    FIRST METHODIST CHURCH OF HARTSELLEHARTSELLE, AL$600,0002026GENERAL SUPPORT
    ANGIES KITCHEN INCALPHARETTA, GA$593,6502026GENERAL SUPPORT
    HOMES FOR OUR TROOPS INCTAUNTON, MA$568,9432026GENERAL SUPPORT
    NATURAL RESOURCES DEFENSE COUNCIL INCNEW YORK, NY$564,0572026GENERAL SUPPORT
    THE CHABAD ENRICHMENT CENTER INCNORCROSS, GA$560,5602026GENERAL SUPPORT

    FIDELITY INVESTMENTS CHARITABLE GIFT FUND

    $36,438,572
    CINCINNATI, OH2026

    GENERAL SUPPORT

    AMERICAN ENDOWMENT FOUNDATION

    $15,622,185
    HUDSON, OH2026

    GENERAL SUPPORT

    PBS FOUNDATION

    $10,027,230
    ARLINGTON, VA2026

    GENERAL SUPPORT

    SAM SCHMIDT FOUNDATION DBA CONQUER PARALYSIS NOW

    $7,600,000
    LAS VEGAS, NV2026

    GENERAL SUPPORT

    DONOR ADVISED CHARITABLE GIVING INC DBA DAFGIVING

    $6,818,896
    OMAHA, NE2026

    GENERAL SUPPORT

    IMPACTASSETS INC

    $5,090,000
    BETHESDA, MD2026

    GENERAL SUPPORT

    JAMES MUSEUM OF WESTERN ART

    $5,071,800
    ST PETERSBURG, FL2026

    GENERAL SUPPORT

    NATIONAL PUBLIC RADIO INC AKA NPR

    $5,053,050
    WASHINGTON, DC2026

    GENERAL SUPPORT

    OREGON SHAKESPEARE FESTIVAL ASSOCIATION

    $5,002,000
    ASHLAND, OR2026

    GENERAL SUPPORT

    AMERICAN GIFT FUND

    $3,671,076
    WILMINGTON, DE2026

    GENERAL SUPPORT

    SAMARITANS PURSE

    $3,148,435
    BOONE, NC2026

    GENERAL SUPPORT

    CONGREGATION SHAAREI TFILO BNEI RUVEN NUSACH HOARI

    $3,004,660
    CHICAGO, IL2026

    GENERAL SUPPORT

    RENAISSANCE CHARITABLE FOUNDATION INC

    $2,956,204
    INDIANAPOLIS, IN2026

    GENERAL SUPPORT

    VILLANOVA UNIVERSITY

    $2,527,250
    VILLLANOVA, PA2026

    GENERAL SUPPORT

    SAINT THOMAS HEALTH FOUNDATION

    $2,025,000
    NASHVILLE, TN2026

    GENERAL SUPPORT

    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC

    $1,648,981
    NEW YORK, NY2026

    GENERAL SUPPORT

    STATE UNIVERSITY OF IOWA FOUNDATION AKA UNIVERSITY

    $1,413,800
    IOWA CITY, IA2026

    GENERAL SUPPORT

    INDIAN RIVER HOSPITAL FOUNDATION INC

    $1,346,400
    VERO BEACH, FL2026

    GENERAL SUPPORT

    FRIENDS OF THE ISRAEL DEFENSE FORCES

    $1,222,023
    NEW YORK, NY2026

    GENERAL SUPPORT

    ST MICHAEL AND ALL ANGELS EPISCOPAL CHURCH

    $1,210,361
    DALLAS, TX2026

    GENERAL SUPPORT

    ST JUDE CHILDREN'S RESEARCH HOSPITAL INC

    $1,173,702
    MEMPHIS, TN2026

    GENERAL SUPPORT

    CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS INC

    $1,151,390
    GAINESVILLE, FL2026

    GENERAL SUPPORT

    BOCA RATON REGIONAL HOSPITAL FOUNDATION INC

    $1,118,500
    BOCA RATON, FL2026

    GENERAL SUPPORT

    TRINITY COLLEGE

    $1,113,500
    HARTFORD, CT2026

    GENERAL SUPPORT

    WHITEFISH COMMUNITY FOUNDATION INC

    $1,093,479
    WHITEFISH, MT2026

    GENERAL SUPPORT

    GRACE CHRISTIAN ACADEMY OF LEIPERS FORK

    $1,088,000
    FRANKLIN, TN2026

    GENERAL SUPPORT

    ST TIMOTHY'S EPISCOPAL CHURCH CENTENNIAL CO

    $1,081,263
    CENTENNIAL, CO2026

    GENERAL SUPPORT

    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

    $1,045,344
    STATEN ISLAND, NY2026

    GENERAL SUPPORT

    NAPLES COMMUNITY HOSPITAL INC

    $1,040,000
    NAPLES, FL2026

    GENERAL SUPPORT

    LEGACY OF LIFE FOUNDATION

    $1,001,000
    YARDLEY, PA2026

    GENERAL SUPPORT

    NEW COMMUNITY VISION

    $1,000,000
    NORTHPORT, MI2026

    GENERAL SUPPORT

    FAMILY UNITY ORGANIZATION

    $1,000,000
    MULLICA HILL, NJ2026

    GENERAL SUPPORT

    UNITED CHURCH IN WALPOLE

    $1,000,000
    WALPOLE, MA2026

    GENERAL SUPPORT

    MASQUERADE THEATRE INC

    $1,000,000
    UNION CITY, TN2026

    GENERAL SUPPORT

    WORLD CENTRAL KITCHEN INCORPORATED

    $964,286
    WASHINGTON, DC2026

    GENERAL SUPPORT

    OHIO WESLEYAN UNIVERSITY

    $938,500
    DELAWARE, OH2026

    GENERAL SUPPORT

    ASHLAND SCHOOLS FOUNDATION

    $900,000
    ASHLAND, OR2026

    GENERAL SUPPORT

    SACRED HEART CATHOLIC CHURCH

    $750,000
    SALISBURY, NC2026

    GENERAL SUPPORT

    UNITED WAY SUNCOAST INC

    $729,476
    TAMPA, FL2026

    GENERAL SUPPORT

    UNITED WAY OF LEE COUNTY INC

    $694,167
    FORT MYERS, FL2026

    GENERAL SUPPORT

    BREAKTHROUGH AKA BREAKTHROUGH AUSTIN

    $688,368
    AUSTIN, TX2026

    GENERAL SUPPORT

    BALL STATE UNIVERSITY FOUNDATION

    $687,893
    MUNCIE, IN2026

    GENERAL SUPPORT

    ARCHDIOCESE OF NEW YORK

    $686,650
    NEW YORK, NY2026

    GENERAL SUPPORT

    THRIVENT CHARITABLE IMPACT & INVESTING

    $643,600
    MINNEAPOLIS, MN2026

    GENERAL SUPPORT

    MARQUETTE UNIVERSITY

    $607,659
    MILWAUKEE, WI2026

    GENERAL SUPPORT

    FIRST METHODIST CHURCH OF HARTSELLE

    $600,000
    HARTSELLE, AL2026

    GENERAL SUPPORT

    ANGIES KITCHEN INC

    $593,650
    ALPHARETTA, GA2026

    GENERAL SUPPORT

    HOMES FOR OUR TROOPS INC

    $568,943
    TAUNTON, MA2026

    GENERAL SUPPORT

    NATURAL RESOURCES DEFENSE COUNCIL INC

    $564,057
    NEW YORK, NY2026

    GENERAL SUPPORT

    THE CHABAD ENRICHMENT CENTER INC

    $560,560
    NORCROSS, GA2026

    GENERAL SUPPORT