Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
The Us Charitable Gift Trust
EIN 31-1663020 • 501(c)3 • Boston, MA
Profile
The mission of The U.S. Charitable Gift Trust (the "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 manages the Trust under the supervision of the Trust's Board of Directors and, along with Eaton Vance Trust Company ("EVTC") and Calvert Research and Management as well as CI Eaton Private Wealth, provides investment advisory services to the Trust. On an ongoing basis, EVTC, as the Trust's trustee, hires and oversees certain service providers to the Trust.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.32x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
3rd percentile
Higher top officer pay than 3% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
91st percentile
Faster asset growth than 91% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Balance Sheet
Assets
Up$2,193,546,383
Up $455,564,680 (+26%) from 2023
Liabilities
Up$710,307,723
Up $246,790,286 (+53%) from 2023
Net Assets
Up$1,483,238,660
Up $208,774,394 (+16%) from 2023
Revenue
Up$430,857,316
Up $118,939,598 (+38%) from 2023
Expenses
Up$277,614,618
Up $64,287,023 (+30%) from 2023
Net Income
Up$153,242,698
Up $54,652,575 (+55%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $2,193,546,383
- Liabilities
- $710,307,723
- Net assets
- $1,483,238,660
- Revenue
- $430,857,316
- Expenses
- $277,614,618
- Net income
- $153,242,698