| Form 990, Part VI, Section A, Line 2 |
The following officers/directors serve as employees of Eaton Vance Management or Eaton Vance Distributors, Inc. which provide investment-related, administrative support, and fundraising services for the Trust:Lawrence Fahey - President & DirectorJames Kirchner - TreasurerMichael Shattuck - Assistant TreasurerStephanie Rosander - SecretaryMichelle Rousseau - Assistant Secretary (Officer through Dec. 6, 2022)A. John Murphy - Vice PresidentMeghan Moses - Vice President and Chief Philanthropy OfficerDesmond Gallacher - Vice PresidentAs of 1/1/2022, Eaton Vance Management employees are now employees of a Morgan Stanley entity - 474 MS Services Group.As of 2/9/2023, Stephen Clarke became President, Director, and Chief Philanthropy Officer, replacing Lawrence Fahey as President and Director. As of the same date, Lawrence Fahey became the Chief Administrative Officer and Vice President; Meghan Moses was removed as Vice President and Chief Philanthropy Officer; and Michael Askew became Assistant Secretary. |
| Form 990, Part VI, Section A, Line 3 |
Eaton Vance Trust Company provides trustee services to the Trust. Renaissance Administration LLC provides donor servicing, fund accounting, and tax services to the Trust. |
| Form 990, Part VI, Section B, Line 11b |
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, Section B, Line 12c |
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 person:A. Receives 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, Section B, Line 15a |
All officers of the Trust are employees of Eaton Vance Management or Eaton Vance Distributors, Inc. and receive no compensation from the Trust.As of 1/1/2022, Eaton Vance Management employees are now employees of a Morgan Stanley entity - 474 MS Services Group, Inc. |
| Form 990, Part VI, Section B, Line 15b |
All officers of the Trust are employees of Eaton Vance Management or Eaton Vance Distributors, Inc. and receive no compensation from the Trust.As of 1/1/2022, Eaton Vance Management employees are now employees of a Morgan Stanley entity - 474 MS Services Group, Inc. |
| Form 990, Part VI, Section C, Line 19 |
Governing documents and financial statements are available upon request. |
| Form 990, Part XI, Line 9 |
Change in value of split-interest agreements = $6554170 |
| Form 990, Part XI, Line 9 |
Distributions to income beneficiaries = -$16266430 |
| Form 990, Part XII, Line 2c |
The process for oversight of the audited financial statement has not changed from the prior year. |
| Statement Note 1 |
Prior to March 1, 2021, Eaton Vance Management ("EVM"), Eaton Vance Trust Company ("EVTC") and Eaton Vance Distributors, Inc. ("EVD") were wholly-owned subsidiaries of Eaton Vance Corp. ("EVC"). On March 1, 2021, Morgan Stanley acquired EVC, and EVM, EVTC and EVD became indirect, wholly-owned subsidiaries of Morgan Stanley. |
| Statement Note 2 |
Part VII Section A Supplemental:Jeffrey P. Beale - Lead Director and Audit CommitteeMichelle A. Shell - Director, Nominating and Governance Committee (Chair), and Audit CommitteeKatharine B. Leness - Director and Audit Committee (Chair)Lawrence L. Fahey - Director, President, and Nominating and Governance CommitteeJohn Griffin - Director, Nominating and Governance Committee, and Audit CommitteeKathleen L. Ames - Director and Nominating and Governance CommitteeMeghan Moses - Vice President and Chief Philanthropy OfficerAs of 2/9/2023, Stephen Clarke became President, Director, and Chief Philanthropy Officer, replacing Lawrence Fahey as President and Director. As of the same date, Lawrence Fahey became the Chief Administrative Officer and Vice President; Meghan Moses was removed as Vice President and Chief Philanthropy Officer; and Michael Askew became Assistant Secretary. |
Attach to Form 990 or 990-EZ.