Civic Intelligence

The Us Charitable Gift Trust C/O Wilmington Tr Retirement & Institut

990 • Fiscal year 2019 • EIN 31-1663020

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profilewww.uscharitablegifttrust.org
Two International PlaceBoston, MA 02110

(800) 836-2414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.11x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.42x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

89th percentile

31%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

2nd percentile

$55,000

Higher top officer pay than 2% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

91st percentile

23%

Faster asset growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

11%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$870,606,632

Up $163,504,064 (+23%) from 2018

Net Assets

Up

$777,829,135

Up $155,427,109 (+25%) from 2018

Liabilities

Up

$92,777,497

Up $8,076,955 (+9.5%) from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin89th percentile

Revenue

Up

$218,949,196

Up $21,307,796 (+11%) from 2018

Expenses

Up

$150,847,897

Up $40,108,079 (+36%) from 2018

Net Income

Down

$68,101,299

Down $18,800,283 (-22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2011: $379,506,988Liabilities 2011: $107,710,073Net Assets 2011: $271,796,9152011Assets 2012: $432,823,946Liabilities 2012: $103,668,279Net Assets 2012: $329,155,6672012Assets 2013: $476,346,565Liabilities 2013: $102,052,798Net Assets 2013: $374,293,7672013Assets 2014: $508,063,847Liabilities 2014: $94,075,510Net Assets 2014: $413,988,3372014Assets 2018: $707,102,568Liabilities 2018: $84,700,542Net Assets 2018: $622,402,0262018Assets 2019: $870,606,632Liabilities 2019: $92,777,497Net Assets 2019: $777,829,1352019Assets 2020: $1,001,513,171Liabilities 2020: $109,060,878Net Assets 2020: $892,452,2932020Assets 2021: $1,329,314,188Liabilities 2021: $135,330,256Net Assets 2021: $1,193,983,9322021Assets 2022: $1,258,791,921Liabilities 2022: $213,905,358Net Assets 2022: $1,044,886,5632022Assets 2023: $1,737,981,703Liabilities 2023: $463,517,437Net Assets 2023: $1,274,464,2662023Assets 2024: $2,193,546,383Liabilities 2024: $710,307,723Net Assets 2024: $1,483,238,6602024

Highlighted filing

2019

Assets$870,606,632
Liabilities$92,777,497
Net Assets$777,829,135
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0Expenses 2011: $42,597,1552011Expenses 2012: $44,261,6642012Revenue 2013: $75,409,326Expenses 2013: $53,828,141Net Income 2013: $21,581,1852013Revenue 2014: $110,003,288Expenses 2014: $67,743,242Net Income 2014: $42,260,0462014Revenue 2018: $197,641,400Expenses 2018: $110,739,818Net Income 2018: $86,901,5822018Revenue 2019: $218,949,196Expenses 2019: $150,847,897Net Income 2019: $68,101,2992019Revenue 2020: $244,430,823Expenses 2020: $181,157,001Net Income 2020: $63,273,8222020Revenue 2021: $424,474,116Expenses 2021: $175,475,992Net Income 2021: $248,998,1242021Revenue 2022: $236,415,879Expenses 2022: $203,557,691Net Income 2022: $32,858,1882022Revenue 2023: $311,917,718Expenses 2023: $213,327,595Net Income 2023: $98,590,1232023Revenue 2024: $430,857,316Expenses 2024: $277,614,618Net Income 2024: $153,242,6982024

Highlighted filing

2019

Revenue$218,949,196
Expenses$150,847,897
Net Income$68,101,299
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Gross Receipts
$528,671,064
Mission and Program Overview

Mission

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 manages the Gift Trust under the supervision of the Gift Trust's Board of Directors and, along with 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$644,751,904$821,059,921▲ $176,308,017
Cash and Non-Interest-Bearing Accounts$21,549,504$21,566,533▲ $17,029
Accounts Receivable$6,630,814$10,231,542▲ $3,600,728
Pledges and Grants Receivable$3,573,957$7,324,991▲ $3,751,034
Investments in Publicly Traded Securities$27,204,787$7,027,293▼ $20,177,494
Savings and Temporary Cash Investments$1,314,099$663,692▼ $650,407
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$707,102,568$870,606,632▲ $163,504,064
Other Assets Total$2,077,503$2,732,660▲ $655,157
Liabilities
Deferred Revenue$77,367,171$81,070,100▲ $3,702,929
Accounts Payable and Accrued Expenses$4,596,337$8,561,897▲ $3,965,560
Other Liabilities$955,250$1,908,370▲ $953,120
Grants Payable$1,781,784$1,237,130▼ $544,654
Total Liabilities$84,700,542$92,777,497▲ $8,076,955
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$545,730,157$680,132,788▲ $134,402,631
Net Assets With Donor Restrictions$76,671,869$97,696,347▲ $21,024,478
Total Net Assets Fund Balance$622,402,026$777,829,135▲ $155,427,109
Total Liabilities and Net Assets / Fund Balance$707,102,568$870,606,632▲ $163,504,064
Compensation and Service Providers
Top Officer Pay2nd percentile

Employees

NameTitleBaseTotal
E Michael BrownLead Director$55,000$55,000
Jeffrey P BealeDirector$35,000$35,000
Katharine B LenessDirector$35,000$35,000
Michelle A ShellDirector$35,000$35,000
Kathleen I AmesDirector$30,000$30,000

Board Members and Trustees

NameTitle
Lawrence L FaheyPresident/Direc
A John MurphyVice President
John SheaVice President
Peter F CrowleyVice President
Michelle RousseauAsst. Secretary
Michael P ShattuckAsst. Treasurer
Stephanie RosanderSecretary
James KirchnerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Eaton Vance Distributors IncFundraisingTwo International Place, Boston, MA 02110$4,597,426
Renaissance Administration LLCAdministrative8910 Purdue Road Suite 500, Indianapolis, IN 46268$2,719,567
Eaton Vance ManagementAsset managementTwo International Place, Boston, MA 02110$705,535
Deloitte & Touche LLPAudit200 Berkeley Street, Boston, MA 02116$122,200
Revenue and Support

Revenue Composition

Contributions and Grants
$195,878,611
Program Service Revenue
$0
Investment Income
$23,070,585
Other Revenue
$0
All Other Contributions
$195,878,611
Change in Net Assets
$68,101,299

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3,798$118,359,688High-Low Price
Securities Closely Held Stock1$44,900Appraisal
Other Non Cash Contri Table1$18,800Cash Surrender
Total Noncash Contributions3,800$118,423,388-

Audited Revenue Reconciliation

Revenue per Audited Statements
$218,949,196
Revenue Not Reported on Form 990
$87,325,808
Total Revenue per Audited Statements
$306,275,004
Total Revenue per Form 990
$218,949,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$142,231,674
Professional Fundraising Fees$4,597,426
Total Fundraising Expense$4,597,426
Other Expenses$3,828,797
Salaries, Compensation, and Employee Benefits$190,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$142,220,574--$142,220,574
Fees for Services Professional Fundraising--$4,597,426$4,597,426
Fees for Services Accounting-$2,766,424-$2,766,424
Fees for Service Investment Mgmnt Fees-$810,658-$810,658
Other Expenses-$248,897-$248,897
Current Officers, Directors, Trustees, and Key Employees-$190,000-$190,000
Foreign Grants$11,100--$11,100
Fees for Services Other-$2,818-$2,818
Total Functional Expenses$142,231,674$4,018,797$4,597,426$150,847,897

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$150,847,897
Total Expenses per Audited Statements$150,847,897
Total Expenses per Form 990$150,847,897
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See attached Grant ReportSee attached, MA-Varies by DAF; detail avail on requ$129,741,050

International Summary

Spending
$11,100

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaGrantmakingN/a00$10,100
EuropeGrantmakingN/a00$1,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,597,426
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-See Part V belowSee Part V belowNo$4,597,426
-See Part V belowSee Part V belowNo$705,535

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Distributions Payable$1,908,370
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The following officers/directors serve as employees of Eaton Vance Management or Eaton Vance Distributors, Inc. which provide investment related, administrative support, legal services, and fundraising services for the Trust:Lawrence Fahey - President & DirectorJames Kirchner - TreasurerMichael Shattuck - Assistant TreasurerStephanie Rosander - SecretaryMichelle Rousseau - Assistant SecretaryPeter Crowley - Vice PresidentA. John Murphy - Vice PresidentJohn Shea - Vice President”

Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company

“U.S. Charitable Gift Trust outsources trustee services to Eaton Vance Trust Company. Eaton Vance Trust Company outsources fund accounting and tax services to Renaissance Administration LLC.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 was prepared by Renaissance Administration LLC who provides accounting and record keeping services. Copies of Form 990 were reviewed by the audit committee and provided to the entire Board of Directors for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The Trust has a conflict of interest policy in place to ensure the Trust operates in a manner consistent with charitable purposes and does not engage in activities that could jeapordize its tax-exempt status. Periodic reviews are conducted.Each director, officer, and member of a committee with Board-delegated powers annually signs a statement that discloses any financial interest such person may have and affirms that such persons:A. Received a copy of the conflict of interest policy;B. Has read and understands the policy;C. Agrees to comply with the policy, andD. Understands that the Trust is a charitable organization and in order to maintain its federal tax exemption, must engage in activities that accomplish one or more of its tax-exempt purposes.If a conflict of interest is found to exist, then the following procedures shall be followed:A. An interested person may make a presentation at the Board or adhoc committee meeting, but, after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement with respect to the conflict of interest. The body that considers the proposed transaction or arrangement shall be composed entirely of individuals without a conflict of interest with respect to the proposed transaction or arrangement.B. The lead director of the committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.C. After exercising due diligence, the Board or committee shall determine whether the Trust can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest.D. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the Board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Trust's best interest, for its own benefit, and whether it is fair and reasonable. The Board or committee's deliberations should include an analysis of comparable transactions or arrangements. In conformity with the above determination, it shall make its decision whether to enter into the transaction or arrangement.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All officers of the Trust are employees of Eaton Vance Management or Eaton Vance Distributors, Inc. and receive no compensation from the Trust.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All officers of the Trust are employees of Eaton Vance Management or Eaton Vance Distributors, Inc. and receive no compensation from the Trust.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The US Charitable Gift Trust
EIN
31-1663020
Phone
8008362414
Address
Two International Place, Boston, MA 02110

Signing Officer

Name
Lawrence L Fahey
Title
President
Signed
2020-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence L Fahey President
Formed
1999
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Renaissance Administration LLC
Address
8910 Purdue Rd Suite 500, Indianapolis, IN 46268
Preparer
Joseph R Gianforte
Phone
8008430050
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in value of split-interest agreements = $4712349”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Distributions to income beneficiaries = -$7618904”

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The process for oversight of the audited financial statement has not changed from the prior year.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Trust is recognized by the IRS as a nonprofit organization as described in IRC Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi). DAFs are exempt from taxation under IRC Section 501(a). PIFs and the CDRF are subject to tax on undistributed net income and alternative minimum tax preference items. U.S. GAAP requires the evaluation of tax positions taken or expected to be taken to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense in the current year. The Trust recorded no federal income tax for the years ended December 31, 2019 and December 31, 2018. For the years ended December 31, 2019 and December 31, 2018, the Trust had no uncertain tax positions that would require financial statement recognition, de-recognition, or disclosure. Each of the Trust's federal tax returns filed in the 3-year period ended December 31, 2019 remains subject to examination by the IRS.”

Raw XML AppendixShowing 400 of 852 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04596337
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08561897
IRS990/AccountsReceivableGrp/BOYAmt06630814
IRS990/AccountsReceivableGrp/EOYAmt010231542
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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 manages the Gift Trust under the supervision of the Gift Trust's Board of Directors and, along with 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0195878611
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Renaissance Administration LLC
IRS990/BooksInCareOfDetail/PhoneNum08008430050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08910 Purdue Road Suite 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0Indianapolis
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046268
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt021549504
IRS990/CashNonInterestBearingGrp/EOYAmt021566533
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0190000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0190000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt04597426
IRS990/ContractorCompensationGrp/CompensationAmt12719567
IRS990/ContractorCompensationGrp/CompensationAmt2705535
IRS990/ContractorCompensationGrp/CompensationAmt3122200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0Two International Place
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt18910 Purdue Road Suite 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2Two International Place
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3200 Berkeley Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Indianapolis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1IN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd146268
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd202110
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd302116
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Eaton Vance Distributors Inc
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Renaissance Administration LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2Eaton Vance Management
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Deloitte & Touche LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Fundraising
IRS990/ContractorCompensationGrp/ServicesDesc1Administrative
IRS990/ContractorCompensationGrp/ServicesDesc2Asset management
IRS990/ContractorCompensationGrp/ServicesDesc3Audit
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0195878611
IRS990/CYGrantsAndSimilarPaidAmt0142231674
IRS990/CYInvestmentIncomeAmt023070585
IRS990/CYOtherExpensesAmt03828797
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt068101299
IRS990/CYSalariesCompEmpBnftPaidAmt0190000
IRS990/CYTotalExpensesAmt0150847897
IRS990/CYTotalFundraisingExpenseAmt04597426
IRS990/CYTotalProfFndrsngExpnsAmt04597426
IRS990/CYTotalRevenueAmt0218949196
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt077367171
IRS990/DeferredRevenueGrp/EOYAmt081070100
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt076671869
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt097696347
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0142231674
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02766424
IRS990/FeesForServicesAccountingGrp/TotalAmt02766424
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02818
IRS990/FeesForServicesOtherGrp/TotalAmt02818
IRS990/FeesForServicesProfFundraising/FundraisingAmt04597426
IRS990/FeesForServicesProfFundraising/TotalAmt04597426
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0810658
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0810658
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt011100
IRS990/ForeignGrantsGrp/TotalAmt011100
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt76.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt99.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt124.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0E Michael Brown
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeffrey P Beale
IRS990/Form990PartVIISectionAGrp/PersonNm2Katharine B Leness
IRS990/Form990PartVIISectionAGrp/PersonNm3Michelle A Shell
IRS990/Form990PartVIISectionAGrp/PersonNm4Kathleen I Ames
IRS990/Form990PartVIISectionAGrp/PersonNm5Lawrence L Fahey
IRS990/Form990PartVIISectionAGrp/PersonNm6John Shea
IRS990/Form990PartVIISectionAGrp/PersonNm7James Kirchner
IRS990/Form990PartVIISectionAGrp/PersonNm8Michael P Shattuck
IRS990/Form990PartVIISectionAGrp/PersonNm9Stephanie Rosander
IRS990/Form990PartVIISectionAGrp/PersonNm10Peter F Crowley
IRS990/Form990PartVIISectionAGrp/PersonNm11A John Murphy
IRS990/Form990PartVIISectionAGrp/PersonNm12Michelle Rousseau
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt055000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt135000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt235000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt335000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt430000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Lead Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President/Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Asst. Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt014693048
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0142231674
IRS990/GrantsPayableGrp/BOYAmt01781784
IRS990/GrantsPayableGrp/EOYAmt01237130
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0142220574
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0142220574
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0324414916
IRS990/GrossReceiptsAmt0528671064
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt08377537
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt08377537
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0644751904
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0821059921
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027204787
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07027293
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0309721868
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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 manages the Gift Trust under the supervision of the Gift Trust's Board of Directors and, along with 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt0622402026
IRS990/NetAssetsOrFundBalancesEOYAmt0777829135
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014693048
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014693048
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt090232365
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0545730157
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0680132788
IRS990/NoncashContributionsAmt0118423388
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02077503
IRS990/OtherAssetsTotalGrp/EOYAmt02732660
IRS990/OtherChangesInNetAssetsAmt0-2906555
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0248897
IRS990/OtherExpensesGrp/TotalAmt0248897
IRS990/OtherLiabilitiesGrp/BOYAmt0955250
IRS990/OtherLiabilitiesGrp/EOYAmt01908370
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03573957
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07324991
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Lawrence L Fahey President
IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0180913878
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0102810572
IRS990/PYInvestmentIncomeAmt016727522
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03443942
IRS990/PYRevenuesLessExpensesAmt086901582
IRS990/PYSalariesCompEmpBnftPaidAmt0241666
IRS990/PYTotalExpensesAmt0110739818
IRS990/PYTotalProfFndrsngExpnsAmt04243638
IRS990/PYTotalRevenueAmt0197641400
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt068101299
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01314099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0663692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0195878614
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180913878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0131058545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115992451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt093911032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0717754520
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08377536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07227618
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07174288
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07130362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010995292
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040905096
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94020
IRS990ScheduleA/PublicSupportPY170Pct00.93210
IRS990ScheduleA/PublicSupportTotal170Amt0713264766
IRS990ScheduleA/SubstantialContributorsTotAmt04489754
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0195878614
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180913878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0131058545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0115992451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt093911032
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0717754520
IRS990ScheduleA/TotalSupportAmt0758659616
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0172682683
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0142231674
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06917
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0621820076
IRS990ScheduleD/ExpensesSubtotalAmt0150847897
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/FundsAndOtherAccountsContriAmt023195931
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01514
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0199239845
IRS990ScheduleD/NetUnrealizedGainsInvstAmt090232363

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$870,606,632
Liabilities
$92,777,497
Net assets
$777,829,135
Revenue
$218,949,196
Expenses
$150,847,897
Net income
$68,101,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,194$710$1,483$431$278$153
2023Detailed filing. Detailed filing data is available for this year.$1,738$464$1,274$312$213$98.6
2022Detailed filing. Detailed filing data is available for this year.$1,259$214$1,045$236$204$32.9
2021Detailed filing. Detailed filing data is available for this year.$1,329$135$1,194$424$175$249
2020Detailed filing. Detailed filing data is available for this year.$1,002$109$892$244$181$63.3
2019Detailed filing. Detailed filing data is available for this year.$871$92.8$778$219$151$68.1
2018Detailed filing. Detailed filing data is available for this year.$707$84.7$622$198$111$86.9
2014Detailed filing. Detailed filing data is available for this year.$508$94.1$414$110$67.7$42.3
2013Detailed filing. Detailed filing data is available for this year.$476$102$374$75.4$53.8$21.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$433$104$329$44.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$380$108$272$42.6