Organizations Filed Purposes:
The mission of The U.S. Charitable Gift Trust (the "Gift 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 sponsors the Gift Trust under the supervision of the Gift Trust's Board of Directors and, along with Eaton Vance WaterOak Advisors (formerly Eaton Vance Investment Counsel), Eaton Vance Trust Company, and Calvert Research and Management, provides investment advisory services to the Gift Trust. On an ongoing basis, Eaton Vance Trust Company, as the Gift Trust's trustee, hires and oversees certain service providers to the Gift Trust.
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.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| E Michael Brown | Lead Director | 4 | $55,000 |
| Michelle A Shell | Director | 2.5 | $35,000 |
| Katharine B Leness | Vice President | 2.5 | $35,000 |
| Jeffrey P Beale | Director | 2.5 | $35,000 |
| Kathleen L Ames | Director | 2 | $30,000 |
| John Shea | Vice President | 1 | $0 |
| A John Murphy | Vice President | 1 | $0 |
| Peter F Crowley | Vice President | 4 | $0 |
| Michelle Rousseau | Asst Secretary | 1 | $0 |
| Stephanie Rosander | Secretary | 5 | $0 |
| Michael P Shattuck | Asst Treasurer | 5 | $0 |
| James Kirchner | Treasurer | 2 | $0 |
| Lawrence L Fahey | President/Direc | 5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202101339349302580_public.xml