· Public charity
Raymond James Charitable Endowment Fund
To influence an increase in generosity by providing programs to donors that simplify giving, maximize impact and make their philanthropic vision a reality.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
The 9,882 grants below total $411,282,165 — the rows itemised in this filing. The $462,100,088 headline is the total grant expense reported on the return, so the remaining $50,817,923 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2025
- Under $10k3609 grants · $22M
- $10k–50k4959 grants · $94M
- $50k–250k1160 grants · $112M
- $250k+154 grants · $183M
| Recipient | Amount |
|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $36,438,572 |
| AMERICAN ENDOWMENT FOUNDATION | $15,622,185 |
| PBS FOUNDATION | $10,027,230 |
| SAM SCHMIDT FOUNDATION DBA CONQUER PARALYSIS NOW | $7,600,000 |
| DONOR ADVISED CHARITABLE GIVING INC DBA DAFGIVING | $6,818,896 |
| IMPACTASSETS INC | $5,090,000 |
| JAMES MUSEUM OF WESTERN ART | $5,071,800 |
| NATIONAL PUBLIC RADIO INC AKA NPR | $5,053,050 |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | $5,002,000 |
| AMERICAN GIFT FUND | $3,671,076 |
| SAMARITANS PURSE | $3,148,435 |
| CONGREGATION SHAAREI TFILO BNEI RUVEN NUSACH HOARI | $3,004,660 |
| RENAISSANCE CHARITABLE FOUNDATION INC | $2,956,204 |
| VILLANOVA UNIVERSITY | $2,527,250 |
| SAINT THOMAS HEALTH FOUNDATION | $2,025,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–25, $19.7M) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 70% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +36% since the first grant, against +13% for the ones you funded once.
1756 repeat relationships — 1451 still active in FY2025, 305 since wound down; 62 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 90% of grant dollars renewed an existing relationship; $21M went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- JMJames Museum Inc6× · 2019–2025 · $10M · revenue +208% · 29% of their budget
PBS FOUNDATION2× · 2018–2025 · $10M · revenue +478%- SPSAMARITAN'S PURSE8× · 2017–2025 · $6.3M · revenue +134%
Funded once
- ECEDWARD CHARLES FOUNDATIONone grant, 2024 · $3.2M · revenue +2%
- UOUniversity of the Pacificone grant, 2021 · $2.0M · revenue +23%
- PCPINE COBBLE SCHOOL INCORPORATEDone grant, 2021 · $1.7M · revenue -57% · 32% of their budget
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Offer a challenging education that develops the qualities of mind, spirit and body for students.
Oklahoma city university prepares all learners to create, lead and serve.
The university of dayton is a top-tier catholic research university with academic offerings from the undergraduate to the doctoral levels. we are a diverse community committed, in the marianist tradition, to educating the whole person and…
Founded 131 years ago, the boston architectural college is a recognized institution providing excellence in practice-integrated design education to members of diverse communities with students representing 35 countries. the bac offers…
Columbia college provides educational opportunities that develop students' capacity for critical thought and expression, life-long learning, acceptance of personal responsibilty, and commitment to service and social justice.
As a christian university, we provide education and research opportunities preparing global leaders to partner with local communities.
We, at ch, humbly join together to bring christ's healing mission and the mission of mercy of the catholic church expressed in catholic health care to our communities.
Advancing integrated health care through innovative education, research and clinical services
To advance professional, literary, and scientific understanding of sea power.
Transformational higher educational opportunities for a diverse community.
Schreiner university offers a personalized, integrated education that prepares its students for meaningful work and purposeful lives in a changing global society.
Together, we create interdisciplinary, experiential, and diverse learning environments that inspire future leaders to develop a healthy, just and sustainable world.
For reference, the grantee most central to the portfolio’s shape is St Jude Children's Research Hospital and the most unlike its peers is Seattle Opera. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 37 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 3% of your grantees by number, and just 2% of your money.
The orgs you fund almost never close — 0.5% lost their exemption, against 11% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
1352 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 1352 of the 2,000 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Showing your 200 largest grantees by grant value.
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds NATIONAL PHILANTHROPIC TRUST ↗
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
- Who funds AMERICAN ENDOWMENT FOUNDATION ↗
- Who funds SAM SCHMIDT FOUNDATION ↗
- Who funds James Museum Inc ↗
- Who funds PBS FOUNDATION ↗
- Who funds President and Fellows of Harvard College ↗
- Who funds UNITED WAY SUNCOAST INC ↗
- Who funds Renaissance Charitable Foundation Inc ↗
- Who funds GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC ↗
- Who funds SAMARITAN'S PURSE ↗
- Who funds IMPACTASSETSINC ↗
- Who funds NEW LIFE RANCH INC ↗
- Who funds MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC ↗
- Who funds ST JUDE CHILDREN'S RESEARCH HOSPITAL INC ↗
- Who funds MEDECINS SANS FRONTIERES USA INC ↗
- Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
- Who funds NATIONAL PUBLIC RADIO INC ↗
- Who funds OREGON SHAKESPEARE FESTIVAL ASSOCIATION INC ↗
- Who funds YOUNG LIFE ↗
- Who funds THE CLEAR FUND ↗
- Who funds STATE UNIVERSITY OF IOWA FOUNDATION ↗
- Who funds AMERICAN GIFT FUND ↗
- Who funds VANGUARD CHARITABLE ENDOWMENT PROGRAM ↗
- Who funds American Heart Association Inc ↗
- Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗
- Who funds THOMAS JEFFERSON UNIVERSITY ↗
- Who funds EDWARD CHARLES FOUNDATION ↗
- Who funds TURNING POINT USA INC ↗
- Who funds THE UNIVERSITY OF TEXAS FOUNDATION INC ↗
- Who funds Boca Raton Regional Hospital Foundation Inc ↗
- Who funds International Rescue Committee INC ↗
- Who funds VILLANOVA UNIVERSITY ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a loosely connected circle, clustered around a few shared anchors.
Open a dossier: Thomas A & Mary S James Foundation · Marvin G & Jerene L Dewitt Family Foundation · Soli Deo Gloria Foundation · Louise B Wallace Foundation 19702 · Douglas & Sandra Dekock Family Foun · Edgar and Elsa Prince Foundation · Lonnie & Carol Poole Family Foundation · Howard Miller Foundation · Stephen and Valerie Spoelhof Foundation · Ramsey Family Foundation Trust · De Witt Families Conduit Foundation · Westphal Family Foundation Inc
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Raymond James Charitable Endowment Fund funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.
- Joslin Diabetes Center Inc — 35% of income from government
- Save the Children Federation Inc — 30% of income from government
- Big Brothers Big Sisters of America — 21% of income from government
- Ecotrust — 14% of income from government
- Tulsa Community Foundation — 11% of income from government
- The Trustees of Princeton University — 11% of income from government
- United Way of Jackson County Inc — 11% of income from government
- Children's Hospital Corporation — 10% of income from government
- President and Fellows of Harvard College — 7% of income from government
- United Way Suncoast Inc — 1% of income from government
- The United Way of Lee County Inc — 1% of income from government
- Trinity College — 0% of income from government
- Pine Cobble School Incorporated — 0% of income from government
- Oregon Shakespeare Festival Association Inc — 0% of income from government
- Howard County General Hospital Inc — 0% of income from government
- Naples Community Hospital Inc — 0% of income from government
- Wounded Warrior Project Inc — 0% of income from government
- Shriners Hospitals for Children — 0% of income from government
- Riverview School Inc — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.