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EIN 31-1663020

The US Charitable Gift Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Boston
State
Massachusetts
Year formed
1999
Most recent tax filings
2023-12-01
NTEE code, primary
T30: Public Foundations
Description
The US Charitable Gift Trust increases charitable giving through a cost-effective and tax-advantaged investment program managed by Eaton Vance Management. It offers donor-advised funds and pooled income funds as a tax-exempt public charity, making grants to numerous charitable organizations throughout the United States.
Total revenues
$311,917,718
2023
Total expenses
$213,327,595
2023
Total assets
$1,737,981,703
2023
Num. employees
0
2023

Grants made by The US Charitable Gift Trust

GranteeGrant descriptionAmount
Fidelity Investments Charitable Gift FundFor Recipient's Exempt Purpose$6,219,851
Schwab Charitable FundFor Recipient's Exempt Purpose$6,025,850
American Endowment FoundationFor Recipient's Exempt Purpose$5,354,322
...and 871 more grants made totalling $107,333,502

Who funds The US Charitable Gift Trust

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$2,496,237
Schwab Charitable FundPublic, Societal Benefit$2,035,595
National Philanthropic TrustPublic, Societal Benefit$694,774
...and 14 more grants received

Personnel at The US Charitable Gift Trust

NameTitleCompensation
Lawrence L. FaheyChief Administrative Officer and Vice President$0
Stephen W. ClarkePresident and Chief Philanthropy Officer$0
A. John MurphyVice President
Jeffrey P. BealeBoard Member$60,000

Financials for The US Charitable Gift Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$273,945,481
Program services$0
Investment income and dividends$25,984,632
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$11,987,605
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$311,917,718

Form 990s for The US Charitable Gift Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-10990View PDF
2022-122023-05-15990View PDF
2021-122022-05-12990View PDF
2020-122021-05-24990View PDF
2020-122021-05-13990View PDF
...and 11 more Form 990s

Organizations like The US Charitable Gift Trust

OrganizationLocationRevenue
Greater HorizonsKansas City, MO$890,380,325
PayPal Giving FundWashington, DC$504,438,362
Impact Investing Charitable TrustLenexa, KS$137,997,700
Bank of America Charitable Gift FundBoston, MA$1,188,933,572
The Ayco Charitable FoundationCohoes, NY$277,957,756
Dechomai FoundationJacksonville, FL$363,531,846
Bright Funds FoundationSan Jose, CA$85,703,644
Dechomai Asset TrustJacksonville, FL$837,010,060
Tides FoundationSan Francisco, CA$350,128,498
The SignatrySioux Falls, SD$145,393,838
Data update history
November 5, 2024
Updated personnel
Identified 1 new personnel
October 23, 2024
Received grants
Identified 3 new grant, including a grant for $184,629 from American Endowment Foundation
July 21, 2024
Updated personnel
Identified 2 new personnel
July 15, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 9, 2024
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsCharities
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsNational levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
1 Post Office Sq
Boston, MA 02109
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Website URL
uscharitablegifttrust.org/ 
Phone
(800) 836-2414
IRS details
EIN
31-1663020
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
111818
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-03-19
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