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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 13 more grants received

Personnel at The US Charitable Gift Trust

NameTitleCompensation
Jeffrey P BealeLead Independent Director$60,000
Stephen W ClarkePresident$0
A John MurphyVice President$0
James KirchnerTreasurer$0
Lawrence L FaheyVice President$0
...and 12 more key personnel

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$608,706,300
The Ayco Charitable FoundationCohoes, NY$272,944,349
Bank of America Charitable Gift FundBoston, MA$907,644,228
Impact Investing Charitable TrustLenexa, KS$94,822,089
Morgan Stanley Global Impact Funding TrustIndianapolis, IN$1,302,409,552
The Signatry Charitable TrustOverland Park, KS$137,477,167
Tides FoundationSan Francisco, CA$580,695,428
Bny Mellon Charitable Gift FundBoston, MA$171,318,573
Renaissance Charitable FoundationIndianapolis, IN$986,967,944
Dechomai Asset TrustJacksonville, FL$459,087,608
Data update history
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
May 18, 2024
Received grants
Identified 2 new grant, including a grant for $66,400 from Zock Endowment Trust 5129887
January 2, 2024
Received grants
Identified 1 new grant, including a grant for $91,270 from Patrick K Hogle Charitable Foundation
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 - In Process
FTB status revoked
Not revoked
AG Registration Number
111818
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-11-06
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