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The Us Charitable Gift Trust Co Eaton Vance Trust Company

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 311663020 ✦ Boston, MA ✦ Designated as a 501(c)(3)

Overview

What is The Us Charitable Gift Trust Co Eaton Vance Trust Company?

The U.S. Charitable Gift Trust Co Eaton Vance Trust Company, also known as The Trust, is a tax-exempt public charity based in Boston, Massachusetts. It offers donor-advised and pooled income funds, enabling donors to support various charitable organizations throughout the United States. The Trust's mission is to facilitate charitable giving through a cost-effective investment program, allowing donors to determine grant recipients and timings while avoiding the administrative burdens of establishing separate foundations. The Trust is overseen by a Board of Directors and managed by Eaton Vance Management, with Eaton Vance Trust Company, Calvert Research and Management, and CI Eaton Private Wealth providing investment advisory services. All grants from the Trust are subject to legal requirements and the organization's determination that the recipient is a qualified charitable organization.


Official website here: www.uscharitablegifttrust.org

Is The Us Charitable Gift Trust Co Eaton Vance Trust Company legitimate?

The Us Charitable Gift Trust Co Eaton Vance Trust Company is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Us Charitable Gift Trust Co Eaton Vance Trust Company submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.

Here are some key statistics you may want to consider:

Executive Compensation: $252,916
Professional Fundraising Fees: $5,909,444
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.uscharitablegifttrust.org

What is the mission statement of The Us Charitable Gift Trust Co Eaton Vance Trust Company?

The U.S. Charitable Gift Trust, managed by Eaton Vance Management, aims to enhance charitable giving by offering a tax-advantaged investment program. The Trust's mission is to help donors realize their philanthropic aspirations in a cost-effective manner. Under the oversight of its Board of Directors, Eaton Vance Management and its partners, Calvert Research and Management and CI Eaton Private Wealth, provide investment advisory services to the Trust. Regularly, the Trust's trustee, Eaton Vance Trust Company, hires and monitors essential service providers for the Trust.


Official website here: www.uscharitablegifttrust.org

Who is the CEO of The Us Charitable Gift Trust Co Eaton Vance Trust Company?

Stephen W Clarke is the Lead Director of The Us Charitable Gift Trust Co Eaton Vance Trust Company.


Official website here: www.uscharitablegifttrust.org

What is the revenue of The Us Charitable Gift Trust Co Eaton Vance Trust Company?

The Us Charitable Gift Trust Co Eaton Vance Trust Company's revenue in 2022 was $236,415,879.


Official website here: www.uscharitablegifttrust.org

Who are the executives of The Us Charitable Gift Trust Co Eaton Vance Trust Company and what are their salaries?

Here are 14 key members and their salaries:

    Jeffrey P Beale (Lead Director)
  • Compensation: $60,000
  • Related: $0
  • Other: $0

    • John Griffin (Director)
  • Compensation: $48,333
  • Related: $0
  • Other: $0

    • Michelle A Shell (Director)
  • Compensation: $45,000
  • Related: $0
  • Other: $0

    • Katharine B Leness (Director)
  • Compensation: $43,333
  • Related: $0
  • Other: $0

    • Kathleen L Ames (Director)
  • Compensation: $37,500
  • Related: $0
  • Other: $0

    • E Michael Brown 11 To 54 (Lead Director)
  • Compensation: $18,750
  • Related: $0
  • Other: $0

    • Lawrence L Fahey (President/Direc) [Trustee/Director]
  • Compensation: $0
  • Related: $0
  • Other: $0

    • James Kirchner (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michael P Shattuck (Asst Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Stephanie Rosander (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Desmond Gallacher (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Michelle Rousseau 11 To 126 (Asst Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • A John Murphy (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0

    • Meghan Moses (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0


  • Official website here: www.uscharitablegifttrust.org

    Where can I find the form 990 for The Us Charitable Gift Trust Co Eaton Vance Trust Company?

    The The Us Charitable Gift Trust Co Eaton Vance Trust Company’s most recent form 990 was submitted in 2022 and can be accessed here


    Official website here: www.uscharitablegifttrust.org

    Learn more at the official website: www.uscharitablegifttrust.org

    Mission Statement of The Us Charitable Gift Trust Co Eaton Vance Trust Company

    The U.S. Charitable Gift Trust, also known as The Trust, is a mission-driven organization dedicated to increasing charitable giving through a tax-advantaged investment program. By offering a cost-effective solution, The Trust helps donors reach their philanthropic goals. The Trust's management is overseen by a Board of Directors, with Eaton Vance Management serving as the manager. Additionally, Eaton Vance Trust Company, Calvert Research and Management, and CI Eaton Private Wealth provide investment advisory services to The Trust.

    The Trust's primary objective is to facilitate charitable giving, ensuring that donors can make a substantial impact on the causes they care about, while also benefiting from tax advantages. Eaton Vance Management's expertise and guidance enable The Trust to effectively manage investments and allocate resources to charitable causes. EVTC, acting as the Trustee, plays a crucial role in hiring and overseeing various service providers, ensuring that The Trust operates efficiently and effectively in achieving its mission.

    Impact

    This information is meant to be a general summary of The Us Charitable Gift Trust Co Eaton Vance Trust Company. Please take the time to review official sources before making any decisions based upon the content provided here.




    Thursday, August 15, 2024

    The impact of The U.S. Charitable Gift Trust Co Eaton Vance Trust Company is significant in increasing charitable giving through a cost-effective and tax-advantaged investment program. By offering donor-advised funds and pooled income funds, the Trust facilitates grants to numerous charitable organizations across the United States. This approach enables donors to support a broad range of causes without the administrative burdens of managing separate charitable foundations. Through its mission and structured investment management, the Trust actively empowers donors to achieve their philanthropic goals and make a positive difference in communities nationwide.





    Financials

    This financial information is from Propublica.

    Revenue
    Expenses
    Efficiency

    Other financial information:

    This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Investment Income: $21,832,596
  • Program Service Revenue: $0
  • Gross Receipts: $481,568,098

    • Assets and Liabilities:
  • Total Assets: $1,258,791,921
  • Total Liabilities: $213,905,358
  • Net Assets: $1,044,886,563
  • Organization Details

    Founding Year

    1999

    Principal Officer

    Stephen W Clarke

    Main Address

    Two International Place, Boston, MA, 02110

    NTEE Category

    Code: T30 - Philanthropy

    If you are a representative of The Us Charitable Gift Trust Co Eaton Vance Trust Company and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.