RAYMOND JAMES CHARITABLE ENDOWMENT FUND

EIN 593652538 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$1.89B
at fiscal year end
Grants out
$313.23M
from DAF accounts
Contributions in
$515.64M
received into DAFs
Payout rate
16.6%
median is 12.5%
Accounts
9,714
funds held at year end
Average account
$194K
assets per fund

At 16.6%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$755.4M
FY2019
$1.14B
FY2020
$1.44B
FY2021
$1.49B
FY2022
$1.89B
FY2023

Grants paid by year

$135.9M
FY2019
$166.7M
FY2020
$379.3M
FY2021
$248.1M
FY2022
$313.2M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 22,837 grant lines totalling $1.15B across 2019–2024 — $50K per line.

$242.2M of this sponsor’s grants went to other DAF sponsors — 21% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
National Philanthropic Trust runs a DAF programEIN 237825575 PA$151.8M
Schwab Charitable Fund runs a DAF programEIN 311640316 FL$23.0M
Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH$16.3M
The Church of Jesus Christ of Latter Day SaintsEIN 237300405 UT$9.7M
Corporation Of The Presiding Bishop Of Church Of JEIN 870234341 UT$9.0M
President And Fellows Harvard College runs a DAF programEIN 042103580 MA$7.4M
The University Of Texas Southwestern Medical Center DallasEIN 756002868 TX$7.2M
Goldman Sachs Philanthropy Fund runs a DAF programEIN 311774905 NY$6.6M
Conquer Paralysis NowEIN 431878305 NV$5.7M
James Museum Of Western ArtEIN 474364053 FL$5.2M
American Endowment Foundation runs a DAF programEIN 341747398 OH$5.1M
University Of Iowa Center For AdvancementEIN 420796760 IA$5.0M
Doctors Without BordersEIN 133433452 MD$4.6M
GivewellEIN 208625442 CA$4.5M
Morgan Stanley Global Impact Funding Trust Inc runs a DAF programEIN 527082731 NJ$4.4M

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.