Cause IQ organization profile

The US Charitable Gift Trust co Eaton Vance Trust Company

Program areas | Form 990s | Financials | Vendors | Personnel | Peers

The US Charitable Gift Trust co Eaton Vance Trust Company is a community foundation based in Boston, MA that was founded in 1999. As of 2020 they had $218 million in revenue and $870 million in assets.

To provide gifts to various public charities for its stated exempt purpose. The goal is to Gift a minimum of 5% of the Trust net assets per year. Donors to the Trust can recommend a public charity but board of directors have final approval. J.

Previous legal names or variations of their name include: Us Charitable Gift Trust; and Wilmington Tr Retirement And Institut.

Fiscal year end:
Revenue trends:
Asset trends:

Program areas at The US Charitable Gift Trust co Eaton Vance Trust Company

The U.S. Charitable Gift Trust (Gift Trust) is a tax-exempt public charity offering donor-advised funds and pooled income funds. As described herein, the Gift Trust makes grants to numerous charitable organizations throughout the United States, including charitable organizations selected by persons transferring acceptable property to the Gift Trust (Donors) and others authorized by Donors to select qualified charitable organizations for grants.The Gift Trust was established to provide support to a broad range of charitable organizations over time, without incurring the costs and administrative burdens associated with the creation and operation of separate charitable foundations, while at the same time allowing Donors to determine when and how to make their charitable gifts. All grants are subject to the Gift Trusts determination that the grant recipient is a qualified charitable organization and that the grant otherwise meets applicable legal requirements.

Form 990s for The US Charitable Gift Trust co Eaton Vance Trust Company

Fiscal year endingDate received by IRSFormPDF link
2019-12Aug 10, 2020990View PDF
2018-12Jun 19, 2019990View PDF
2017-12Aug 6, 2018990View PDF
2016-12Jul 7, 2017990View PDF
2015-12Jun 16, 2016990View PDF
...and six more Form 990 PDFs

Financials for The US Charitable Gift Trust co Eaton Vance Trust Company

Total grants, contributions, etc.$195,878,611
Program services$0
Investment income and dividends$8,377,537
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$14,693,048
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$218,949,196

Vendors for The US Charitable Gift Trust co Eaton Vance Trust Company

VendorServicesAmount paidDate
Renaissance Administration LLCTax accounting; Administrative$2,719,5672020-08-10
████████ ███ ███Audit Services; Audit$122,2002019-12-01
█████ █████ ████████████Fundraising; Contribution Solicitation$4,597,4262019-12-01
█████ █████ ██████████Asset Management$705,5352019-12-01
███ ████████ █████████ ███Tax accounting2018-08-06
███████████ ███████████████ ███Administrative Fee$429,5932018-08-06
████████████ ███Tax accounting2014-01-13

Personnel at The US Charitable Gift Trust co Eaton Vance Trust Company

NameTitleCompensationMost recent data
Jeffrey P BealeDirector / Board Member$35,000Dec. 31, 2019
Shattuck Michael PPast Assistant Treasurer-Dec. 31, 2017
████████ █ █████President and Direc / Board Member$0Aug. 10, 2020
█ ████ ██████Vice President$0Dec. 31, 2019
█████ ████████Treasurer$0Dec. 31, 2019
████ ████Vice President$0Dec. 31, 2019
████████ ████████Asst Secretary$0Dec. 31, 2019
█████████ ████████Secretary$0Dec. 31, 2019
███████ ████████Assistant Treasurer$0Dec. 31, 2019
███████ ███████Asst Secretary / Assistant Secretary$0Dec. 31, 2018
...and four more key personnel

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