Raymond James Charitable Endowment Fund
EIN 593652538 · 501(c)(3) · Public charity · St Petersburg, FL · recognized 2000
- Assets
- $1.9B
- Revenue
- $580M
- Expenses
- $326M
- Investment income
- $61.8M
Form 990 fiscal year ended 03/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 98% | 03/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Raymond James Trust Na | Admin svc&inv mgmt | $8,896,126 |
| Raymond James Associates | Investment mgmt | $498,712 |
| Ropes Gray Llp | Legal services | $135,231 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Frances Neu | Trustee (until 06/30/2023) | $24,000 | $0 |
| Elizabeth Brady | Trustee | $16,000 | $0 |
| Jeffrey Gallagher | Trustee | $16,000 | $0 |
| Thomas Wilkins | Trustee/chairman | $15,500 | $0 |
| Lauren Nicole Johnson | Trustee | $15,500 | $0 |
| Scott Zebra | Trustee | $0 | $0 |
| Erik Fruland | Trustee/cfo | $0 | $0 |