The US Charitable Gift Trust co Eaton Vance Trust Company

EIN 311663020 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$1.02B
at fiscal year end
Grants out
$199.73M
from DAF accounts
Contributions in
$229.07M
received into DAFs
Payout rate
19.5%
median is 12.5%
Accounts
9,917
funds held at year end
Average account
$103K
assets per fund

At 19.5%, this sponsor paid out above the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$621.8M
FY2019
$711.5M
FY2020
$955.3M
FY2021
$885.1M
FY2022
$1.02B
FY2023

Grants paid by year

$142.2M
FY2019
$172.1M
FY2020
$164.1M
FY2021
$191.5M
FY2022
$199.7M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 4,943 grant lines totalling $163.1M across 2019–2024 — $33K per line.

$23.9M of this sponsor’s grants went to other DAF sponsors — 15% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH$6.2M
Schwab Charitable Fund runs a DAF programEIN 311640316 FL$6.0M
American Endowment Foundation runs a DAF programEIN 341747398 OH$5.4M
Renaissance Charitable Foundation Inc runs a DAF programEIN 352129262 IN$1.5M
Bank Of America Charitable Gift Fund runs a DAF programEIN 046010342 RI$1.5M
Ed Snider Youth Hockey FoundationEIN 202885113 PA$1.3M
Corporation Of The Presiding Bishop Of Church Of JEIN 870234341 UT$1.3M
St Jude Children's Research HospitalEIN 620646012 TN$1.0M
University Of Nevada Reno FoundationEIN 942781749 NV$1.0M
Texas A&M FoundationEIN 742245072 TX$823K
The Bahamas Red Cross SocietyEIN 530196605 DC$739K
Doctors Without BordersEIN 133433452 MD$731K
National Christian Foundation HoustonEIN 208780315 TX$709K
Ocean Conservancy IncEIN 237245152 DC$707K
Placer SPCAEIN 942607682 CA$672K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.