IRS 990 Nonprofit Profile

The Us Charitable Gift Trust

Organization mission the mission of the u.S. charitable gift trust (the "trust") is to increase charitable giving through a cost-effective and tax-advantaged investment program that helps donors achieve their philanthropic goals. eaton vance management manages the trust under the supervision of the trust's board of directors and, along with eaton vance trust company ("evtc") and calvert research and management as well as corient private wealth, provides investment advisory services to the trust. on an ongoing basis, evtc, as the trust's trustee, hires and oversees certain service providers to the trust.

Filing year
2024
Total revenue
$430.9M
Total expenses
$277.6M
Program expenses
$258.4M
Administration
$11.1M
Fundraising
$8.2M
Program share of expenses
93%
EIN
311663020
Location
Boston, MA

www.uscharitablegifttrust.org

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Financial data on this page is sourced from IRS Form 990 filings.