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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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Hingham Historical Society Inc
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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