The Us Charitable Gift Trust
The U.S. Charitable Gift Trust is a 501(c)(3) public charity based in Boston, Massachusetts, established in 1999. The organization operates as a donor-advised fund and pooled income fund provider, offering tax-advantaged charitable giving vehicles managed by Eaton Vance Management.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.2B
+26.2% YoY
Annual Giving
$231.4M
+31.9% YoY
Grant Count
6,518
+18.3% YoY
Avg Grant Size
$35K
+11.6% YoY
Mission & Focus Areas
The mission of The U.S. Charitable Gift Trust is to increase charitable giving through a cost-effective and tax-advantaged investment program that helps donors achieve their philanthropic goals.
Primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Science and STEM Education
Grantmaking
The organization distributes funds to numerous charitable organizations throughout the United States. Grants are made for recipients' exempt purposes through its donor-advised fund and pooled income fund mechanisms.
Grant Range
$5,001–$13,363,046
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Geographic Focus
Where this funder awards grants
Primary grantmaking activity is concentrated in California, Minnesota, and Texas, with grants distributed to charitable organizations throughout the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $2,193,546,383
- Total Revenues: $430,857,316
- Total Expenses: $277,614,618
- Total Giving: $258,359,159
As of 2023:
- Total Assets: $1,740,000,000
- Total Revenues: $312,000,000
- Total Expenses: $213,000,000
As of 2022:
- Total Liabilities: $464,000,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,193,546,383 | $1,737,981,703 | $1,258,791,921 |
| Revenue | $430,857,316 | $311,917,718 | $236,415,879 |
| Expenses | $277,614,618 | $213,327,595 | $203,557,691 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $79,882,087 | $37,972,237 | $21,832,596 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
103 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include 5 & 2 Training Institute Inc ($156,000), 985 Ktis ($154,330), Academy Center of the Arts Inc ($110,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 100 Needist Cases Saint Louis, MO | FOR RECIPIENT'S EXEMPT PURPOSE | $31,250 |
| 110 foundation Clarksville, VA | FOR RECIPIENT'S EXEMPT PURPOSE | $10,000 |
| 121 COMMUNITY CHURCH GRAPEVINE, TX | FOR RECIPIENT'S EXEMPT PURPOSE | $15,700 |
| 1256 movement BARTLESVILLE, OK | FOR RECIPIENT'S EXEMPT PURPOSE | $12,500 |
| 12th Man Foundation College Station, TX | FOR RECIPIENT'S EXEMPT PURPOSE | $37,600 |
| 14th Street Christian Reformed Church Holland, MI | FOR RECIPIENT'S EXEMPT PURPOSE | $17,500 |
| 180 Ministries ENGLEWOOD, CO | FOR RECIPIENT'S EXEMPT PURPOSE | $10,750 |
| 1882 House Foundation Inc CHESTNUT HILL, MA | FOR RECIPIENT'S EXEMPT PURPOSE | $25,000 |
| 1st Presbyterian Church Mankato, MN | FOR RECIPIENT'S EXEMPT PURPOSE | $12,000 |
| 1st United Methodist Church McPherson, KS | FOR RECIPIENT'S EXEMPT PURPOSE | $11,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEFFREY P BEALE | LEAD INDEPENDENT DIRECTOR | 4 | $60,000 |
| MICHELLE A KINCH | DIRECTOR | 3.5 | $50,000 |
| JOHN GRIFFIN | DIRECTOR | 3 | $45,000 |
| KATHARINE B LENESS | DIRECTOR | 3.5 | $45,000 |
| KATHLEEN L AMES | DIRECTOR | 2.5 | $40,000 |
| AMY DANFORTH | DIRECTOR UNTIL 7/24 | — | $16,667 |
| STEPHEN W CLARKE | PRES. & CHIEF PHIL. OFF. | 40 | — |
| JAMES KIRCHNER | TREASURER | 2 | — |
| MICHAEL P SHATTUCK | ASST TREASURER | 5 | — |
| STEPHANIE ROSANDER | SECRETARY | 5 | — |
| DESMOND GALLACHER | VICE PRESIDENT UNTIL 11/24 | 1 | — |
| A JOHN MURPHY | VICE PRESIDENT | 1 | — |
| MICHAEL ASKEW | ASSISTANT SECRETARY | 1 | — |
| LAWRENCE L FAHEY | VP & CHIEF ADMIN OFFICER | 5 | — |
Recent News & Activity
Recent developments and announcements
The U.S. Charitable Gift Trust has announced record grant-making to charities across the United States and has committed $2 million to expand its grant program. The organization has also expanded investment options for donor-advised funds, adding Calvert Responsible Investing Funds as options for donors.
U.S. Charitable Gift Trust Commits $2 Million to Invest in Others ...The organization has collaborated with Penn State University on new giving options and has made grants to organizations including First Literacy, which received a $300,000 grant.
First Literacy awarded $300,000 grant from The U.S. Charitable Gift ...Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Us Charitable Gift Trust fund?
The mission of The U.S. Charitable Gift Trust is to increase charitable giving through a cost-effective and tax-advantaged investment program that helps donors achieve their philanthropic goals. Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science and STEM Education
How do I apply for a grant from The Us Charitable Gift Trust?
**Grant Activity:** • Total giving in 2024: $258,359,159 • Total grants made in 2024: 906 grants • Typical grant range: $5,001–$13,363,046 **Recent Major Grants (2024):** • DAFgiving360: $13,363,046 • Fidelity Investments Charitable Gift Fund: $5,169,219 • American Endowment Foundation: $4,985,885 The organization distributes funds to numerous charitable organizations throughout the United States. Grants are made for recipients' exempt purposes through its donor-advised fund and pooled income f…
Where does The Us Charitable Gift Trust make grants?
Primary grantmaking activity is concentrated in California, Minnesota, and Texas, with grants distributed to charitable organizations throughout the United States.
What size grants does The Us Charitable Gift Trust award?
In 2024, The Us Charitable Gift Trust awarded 6,518 grants totaling $231.4M — an average of about $35K per grant, based on its IRS Form 990 filings.
What is The Us Charitable Gift Trust's EIN?
The Us Charitable Gift Trust's EIN (Employer Identification Number) is 31-1663020. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in The Us Charitable Gift Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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