NonprofitsThe Us Charitable Gift Trust

Philanthropy, Voluntarism & Grantmaking Foundations

The Us Charitable Gift Trust

BOSTON, MA

Total revenue

$430.9M

Total expenses

$277.6M

Net assets

$1.5B

Grants received

$33.9M

102 grants

EIN

311663020

Tax year

2024

Mission

See schedule o

Financials

FY 2024

Revenue

Contributions & grants$351.0M
Program service revenue
Investment income$79.9M
Other revenue
Total revenue$430.9M

Expenses

Grants paid$258.4M
Salaries & benefits$257K
Fundraising$8.2M
Other expenses$10.8M
Total expenses$277.6M
Total assets$2.2B
Net assets$1.5B

People

14 listed

NameRoleCompensation

JEFFREY P BEALE

LEAD INDEPENDENT DIRECTOR

Board

$60K

4 hrs/wk

MICHELLE A KINCH

DIRECTOR

Board

$50K

3.5 hrs/wk

JOHN GRIFFIN

DIRECTOR

Board

$45K

3 hrs/wk

KATHARINE B LENESS

DIRECTOR

Board

$45K

3.5 hrs/wk

KATHLEEN L AMES

DIRECTOR

Board

$40K

2.5 hrs/wk

AMY DANFORTH

DIRECTOR UNTIL 7/24

Board

$17K

0

STEPHEN W CLARKE

PRES. & CHIEF PHIL. OFF.

Board

40 hrs/wk

JAMES KIRCHNER

TREASURER

Board

2 hrs/wk

MICHAEL P SHATTUCK

ASST TREASURER

Board

5 hrs/wk

STEPHANIE ROSANDER

SECRETARY

Board

5 hrs/wk

DESMOND GALLACHER

VICE PRESIDENT UNTIL 11/24

Board

1 hrs/wk

A JOHN MURPHY

VICE PRESIDENT

Board

1 hrs/wk

MICHAEL ASKEW

ASSISTANT SECRETARY

Board

1 hrs/wk

LAWRENCE L FAHEY

VP & CHIEF ADMIN OFFICER

Board

5 hrs/wk

Independent contractors

EATON VANCE DISTRIBUTORS INC

FUNDRAISING

$8.2M

RENAISSANCE ADMINISTRATION LLC

DONOR SERV/FD ACCT

$4.4M

EATON VANCE TRUST COMPANY

TRUST SERVICES

$4.1M

EATON VANCE MANAGEMENT

ASSET MANAGEMENT

$1.2M

CHOATE HALL STEWART LLP

LEGAL SERVICES

$243K

Grants received

Showing 102 of 102

FromAmountPurposeYear
$1.6M
UNRESTRICTED
2024
$454K
GENERAL SUPPORT
2024
$80K
PHILANTHROPY
2024
$76K
PHILANTHROPY
2024
$29K
OPERATIONS
2024
$15K
COMMUNITY/CHARITABLE
2024
$8K
GIVING AND GENEROSITY
2024
$1K
TO PROMOTE THE ORGANIZATION'S EXEMPT PURPOSES.
2024
$1.2M
SEEDS OF SUCCESS FUND
2023
$565K
UNRESTRICTED GENERAL SUPPORT
2023
$494K
OPERATIONS
2023
$314K
PUBLIC, SOCIETAL BENEFIT
2023
$198K
For grant recipient's exempt purposes
2023
$185K
PHILANTHROPY
2023
$134K
UNRESTRICTED
2023
$94K
PUBLIC, SOCIETAL BENEFIT
2023
$75K
GENERAL SUPPORT
2023
$41K
GENERAL MISSION SUPPORT
2023
$27K
FOR ORGANIZATION'S GENERLA
2023
$17K
Fund Transfer to New Administrator
2023
$15K
COMMUNITY/CHARITABLE
2023
$2.5M
For grant recipient's exempt purposes
2022
$2.0M
PUBLIC, SOCIETAL BENEFIT
2022
$695K
PUBLIC, SOCIETAL BENEFIT
2022
$680K
Fund Transfer to New Administrator
2022
$445K
UNRESTRICTED GENERAL SUPPORT
2022
$200K
To Lisan Memorial Fund
2022
$91K
GENERAL MISSION SUPPORT
2022
$66K
FOR ORGANIZATION'S GENERLA
2022
$34K
PHILANTHROPIC ACTIVITY
2022
$23K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
EATON VANCE ADVISERY GIFT TRUST
2022
$557K
For grant recipient's exempt purposes
2021
$557K
For grant recipient's exempt purposes
2021
$350K
CHARITABLE PURPOSES
2021
$217K
PUBLIC, SOCIETAL BENEFIT
2021
$147K
David and Debbie Shook Charitable Trust Fund (AC#176384)
2021
$147K
David and Debbie Shook Charitable Trust Fund (AC#176384)
2021
$133K
GENERAL OPERATIONS
2021
$92K
FOR ORGANIZATION'S GENERLA
2021
$44K
GENERAL SUPPORT
2021
$43K
Transfer to DAF
2021
$24K
TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE
2021
$14K
For recipient's exempt purpose
2021
$10K
UNRESTRICTED
2021
$1.9M
General Purpose
2020
$606K
PUBLIC, SOCIETAL BENEFIT
2020
$274K
For grant recipient's exempt purposes
2020
$125K
DONOR ADVISED FUND TO SUPPORT HIGHER EDUCATION FOR STUDENTS FROM RURAL WISCONSIN.
2020
$91K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$89K
TO SUPPORT ANGUS FAMILY CHARITABLE FUND, AND GENERAL OPERATING SUPPORT
2020
$88K
UNRESTRICTED GENERAL SUPPORT
2020
$85K
FOR ORGANIZATION'S GENERLA
2020
$79K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020
$75K
Tp Lisan Memorial Fund
2020
$66K
OPERATIONS
2020
$50K
GENERAL CHARITABLE PURPOSES
2020
$10K
EATON VANCE COVID-19 RELIEF FUND
2020
$1.2M
For grant recipient's exempt purposes
2019
$961K
MULTIPLE GRANTS
2019
$617K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2019
$557K
PUBLIC, SOCIETAL BENEFIT
2019
$209K
PUBLIC, SOCIETAL BENEFIT
2019
$189K
UNRESTRICTED GENERAL SUPPORT
2019
$97K
GENERAL OPERATING PURPOSES
2019
$79K
FOR ORGANIZATION'S GENERLA
2019
$39K
UNRESTRICTED GENERAL SUPPORT
2019
$30K
UNRESTRICTED GENERAL SUPPORT
2019
$4.5M
For grant recipient's exempt purposes
2018
$3.3M
PUBLIC, SOCIETAL BENEFIT
2018
$791K
PHILANTHROPY, VOLUNTARISM & GRANTMAKING FOUNDATIONS
2018
$207K
GENERAL OPERATING SUPPORT
2018
$150K
TO SUPPORT CHARITY
2018
$500
General Purposes
2018
$409K
PUBLIC, SOCIETAL BENEFIT
2017
$60K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$54K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$33.9M from 44 funders · 102 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$9.8M · 8 grants · 2017–2023

Donor Advised Charitable Giving Inc

$6.4M · 6 grants · 2017–2023

Dechomai Foundation Inc

$3.6M · 3 grants · 2020–2024

National Philanthropic Trust

$2.0M · 5 grants · 2017–2023

Morgan Stanley Global Impact Funding Trust Inc

$1.4M · 7 grants · 2019–2023

Raymond James Charitable Endowment Fund

$1.2M · 6 grants · 2018–2023

Donley Foundation-Ud Dtd 12-8-86

$1.2M · 1 grant · 2023

Minnesota Community Foundation

$961K · 1 grant · 2019

Details

EIN311663020
NTEE codeT122
Subsection03
Ruling date1999-09
Formed1999
Employees0
Volunteers0
THE US CHARITABLE GIFT TRUST — Mission, Financials & Grants Received | Grantivo