Raymond James Charitable Endowment Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2012 | 37,768,839 | 21,387,440 | 16,381,399 | 82.8 | 0% |
| 2013 | 71,438,256 | 26,706,533 | 44,731,723 | 89.9 | 0% |
| 2014 | 78,476,631 | 36,961,767 | 41,514,864 | 80.7 | 0% |
| 2015 | 83,722,174 | 44,220,110 | 39,502,064 | 78.6 | 0% |
| 2016 | 85,237,019 | 45,760,907 | 39,476,112 | 81.8 | 0% |
| 2017 | 155,921,718 | 63,057,041 | 92,864,677 | 81.2 | 4% |
| 2018 | 201,569,250 | 88,647,336 | 112,921,914 | 74.1 | 4% |
| 2019 | 235,982,155 | 109,975,513 | 126,006,642 | 71.9 | 4% |
| 2020 | 335,844,216 | 141,923,563 | 193,920,653 | 64.6 | 0% |
| 2021 | 358,502,519 | 174,499,560 | 184,002,959 | 78.8 | 0% |
| 2022 | 761,758,301 | 391,163,193 | 370,595,108 | 44.4 | 0% |
| 2023 | 408,375,986 | 259,044,843 | 149,331,143 | 69.5 | 0% |
In its most recent public year (2023), this organization brought in $149,331,143 more than it spent. Its reserves stood at about 69.5 months of spending, down from 82.8 in 2012. Staff pay was 0% of spending. $27,415,822 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Raymond James Charitable Endowment Fund's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works