The Us Charitable Gift Trust
93% goes to programs $2 to raise $100 Strong reserves
The Us Charitable Gift Trust is a 501(c)(3) organization based in Boston, Massachusetts, registered in 1999, with $430,857,316 in FY2024 revenue. CharityIndex grades it A, and it directs about 93% of spending to programs.
One Post Office Square, Boston, MA, 02109 EIN 31-1663020 Since 1999
Revenue (FY2024)
$430.9M
▲ 38.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$277.6M
Net assets
$1.5B
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating93% to programs · $2 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For The Us Charitable Gift Trust: 93% to programs · $2 to raise $100 earns a A+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating64 mo reserves · +36% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For The Us Charitable Gift Trust: 64 mo reserves · +36% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For The Us Charitable Gift Trust: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For The Us Charitable Gift Trust: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
See schedule o
Contact & location
- Address
- One Post Office Square, Boston, MA, 02109
- City
- Boston
- State
- Massachusetts
- Subcategory
- Support Foundations & Fundraising
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $75.4M (FY2013) to $430.9M (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $710.3MNet assets $1.5B
Operating margin
35.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.2B
Total liabilities
$710.3M
Net assets
$1.5B
Salaries & benefits
$257K
0% of expenses
Board members
6
6 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $430,857,316▲38.1% | $277,614,618▲30.1% | $1,483,238,660▲16.4% | $2,193,546,383▲26.2% | 990 |
| 2023 | $311,917,718▲31.9% | $213,327,595▲4.8% | $1,274,464,266▲22.0% | $1,737,981,703▲38.1% | 990 |
| 2022 | $236,415,879▼44.3% | $203,557,691▲16.0% | $1,044,886,563▼12.5% | $1,258,791,921▼5.3% | 990 |
| 2021 | $424,474,116▲73.7% | $175,475,992▼3.1% | $1,193,983,932▲33.8% | $1,329,314,188▲32.7% | 990 |
| 2020 | $244,430,823▲11.6% | $181,157,001▲20.1% | $892,452,293▲14.7% | $1,001,513,171▲15.0% | 990 |
| 2019 | $218,949,196▲10.8% | $150,847,897▲36.2% | $777,829,135▲25.0% | $870,606,632▲23.1% | 990 |
| 2018 | $197,641,400▲79.7% | $110,739,818▲63.5% | $622,402,026▲50.3% | $707,102,568▲39.2% | 990 |
| 2014 | $110,003,288▲45.9% | $67,743,242▲25.9% | $413,988,337▲10.6% | $508,063,847▲6.7% | 990 |
| 2013 | $75,409,326 | $53,828,141▲21.6% | $374,293,767▲13.7% | $476,346,565▲10.1% | 990 |
| 2012 | — | $44,261,664▲3.9% | $329,155,667▲21.1% | $432,823,946▲14.0% | 990 |
| 2011 | — | $42,597,155 | $271,796,915 | $379,506,988 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Jeffrey P Beale — $60,000 (0.02% of total expenses)
| Name | Title | Hours/week | 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 | 0 | $16,667 |
| A John Murphy | Vice President | 1 | — |
| Desmond Gallacher | Vice President Until 11/24 | 1 | — |
| James Kirchner | Treasurer | 2 | — |
| Lawrence L Fahey | Vp & Chief Admin Officer | 5 | — |
| Michael Askew | Assistant Secretary | 1 | — |
| Michael P Shattuck | Asst Treasurer | 5 | — |
| Stephanie Rosander | Secretary | 5 | — |
| Stephen W Clarke | Pres. & Chief Phil. Off. | 40 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Eaton Vance Distributors Inc | Fundraising | $8,193,523 |
| Renaissance Administration LLC | Donor Serv/fd Acct | $4,430,459 |
| Eaton Vance Trust Company | Trust Services | $4,116,990 |
| Eaton Vance Management | Asset Management | $1,166,292 |
| Choate Hall Stewart LLP | Legal Services | $242,986 |
Grants received · $35.1M total
95 grants to The Us Charitable Gift Trust totaling $35.1M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Dechomai Foundation Inc | Unrestricted | 2024 | $1,590,336 |
| Impactassets Inc | General support | 2024 | $454,198 |
| Christian Community Foundation Inc | General support | 2024 | $285,458 |
| The Us Charitable Gift Trust | For recipient's exempt purpose | 2024 | $149,007 |
| Raymond James Charitable Endowment Fund | General support | 2024 | $111,683 |
| American Online Giving Foundation Inc | General support | 2024 | $78,646 |
| American Endowment Foundation | Philanthropy | 2024 | $76,241 |
| American Gift Fund | Operations | 2024 | $28,659 |
| National Christian Charitable Foundation | Giving and generosity | 2024 | $8,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2023 | $564,979 |
| American Gift Fund | Operations | 2023 | $494,168 |
| Donor Advised Charitable Giving | Public, societal benefit | 2023 | $314,301 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $198,085 |
| American Endowment Foundation | Philanthropy | 2023 | $184,629 |
| Dechomai Foundation Inc | Unrestricted | 2023 | $134,347 |
Grants made · $231.4M in FY2024
6,518 grants totaling $231.4M in FY2024 — showing the 15 largest. All grants made by The Us Charitable Gift Trust →
| Recipient | Purpose | Amount |
|---|---|---|
| Donor Advised Charitable Giving | For recipient's exempt purpose | $13,363,046 |
| Fidelity Investments Charitable Gift Fund | For recipient's exempt purpose | $5,169,219 |
| American Endowment Foundation | For recipient's exempt purpose | $4,985,885 |
| Raymond James Charitable Endowment Fund | For recipient's exempt purpose | $4,298,175 |
| Renaissance Charitable Foundation Inc | For recipient's exempt purpose | $3,902,395 |
| National Philanthropic Tr | For recipient's exempt purpose | $1,978,796 |
| St Jude Childrens Research Hospital Inc | For recipient's exempt purpose | $1,565,185 |
| Ceces House of Hope | For recipient's exempt purpose | $1,188,648 |
| Ohio State University Foundation | For recipient's exempt purpose | $1,180,402 |
| The Church of Jesus Christ of Latter-day Saints | For recipient's exempt purpose | $1,140,787 |
| Bynum School | For recipient's exempt purpose | $1,091,500 |
| Shelburne Farms | For recipient's exempt purpose | $1,060,324 |
| Vermont Community Foundation | For recipient's exempt purpose | $1,060,074 |
| Burlington City Arts Foundation Inc | For recipient's exempt purpose | $1,060,074 |
| American National Red Cross | For recipient's exempt purpose | $1,059,949 |
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Compare The Us Charitable Gift Trust
Frequently asked questions
- Is The Us Charitable Gift Trust a legitimate nonprofit?
- Yes. The Us Charitable Gift Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 31-1663020, based in Boston, Massachusetts. Donations are tax-deductible.
- What is The Us Charitable Gift Trust's EIN?
- The Us Charitable Gift Trust's Employer Identification Number (EIN) is 31-1663020.
- How much revenue does The Us Charitable Gift Trust report?
- The Us Charitable Gift Trust reported $430,857,316 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of The Us Charitable Gift Trust's spending goes to programs?
- The Us Charitable Gift Trust spends about 93% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does The Us Charitable Gift Trust have?
- CharityIndex grades The Us Charitable Gift Trust A, based on program efficiency and fundraising cost.
- How much does The Us Charitable Gift Trust's highest-paid employee make?
- The highest reported compensation on The Us Charitable Gift Trust's latest Form 990 is $60,000, paid to Jeffrey P Beale (Lead Independent Director).
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Data for The Us Charitable Gift Trust (EIN 31-1663020) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.