Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
The US Charitable Gift Trust
co Eaton Vance Trust Company
Employer identification number

31-1663020
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2021
Schedule L (Form 990) 2021
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Eaton Vance Management
  		See Part V below 984,127 See Part V below   No
(2) Eaton Vance Distributors
  		See Part V below 5,909,444 See Part V below   No
(3) Eaton Vance Trust Company
  		See Part V below 856,298 See Part V below   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L, Part V Supplemental Information Schedule L, Part IV, Business Transactions Involving Interested Persons:Eaton Vance Management:(B) Officers provide certain investment-related and administrative support.(D) The following officers/directors served as employees of Eaton Vance Management, which provides certain investment-related and administrative support for the Trust: Lawrence L. Fahey James Kirchner Michael P. Shattuck Stephanie Rosander Michelle Rousseau (Officer from Jan. 1 through Dec. 6, 2022) A. John Murphy Desmond GallacherAs of 1/1/2022, Eaton Vance Management employees are now employees of a Morgan Stanley entity - 474 MS Services Group, Inc.Eaton Vance Distributors, Inc.(B) Officers assist with fundraising efforts.(D) The following officers participate in fundraising services: Meghan MosesEaton Vance Trust Company (EVTC):(B) Officers provide trustee services for the Trust and investment-related services for the U.S. LITs.(D) The following officers/directors serve as directors and/or officers of Eaton Vance Trust Company, which provides trustee services for the Trust and investment-related services for the U.S. LITs. Lawrence L. Fahey - Director and officer of EVTC Desmond Gallacher - Director and officer of EVTC James Kirchner - Director and officer of EVTC Michael P. Shattuck - Director and officer of EVTC Stephanie Rosander - Officer of EVTC A. John Murphy - Officer of EVTC Michelle Rousseau - Officer of EVTC from Jan. 1 through Dec. 6, 2022
Schedule L (Form 990) 2021


Additional Data


Software ID: 22015553
Software Version: 2022v5.0