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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
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
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) See attached Grant Report
See attached Grant Report
See attached,MA02110 		501(c)(3) 148,683,357 0 N/A N/A Varies by DAF; detail avail on requ
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Graphic Arrow
5774
3
Enter total number of other organizations listed in the line 1 table ........................ . Graphic Arrow
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Grantmaker's Description of How Grants are Used The Gift Trust verifies that all organizations meet 501(c)(3) requirements and are not 509(a)(3) Type III nonfunctionally integrated supporting organizations. If the organization is a Type I, Type II, or Type III functionally integrated supporting organization, additional information is provided to the Trust to verify control of the granted funds. In addition, a letter is sent to the organization that states that the funds can be used "exclusively for charitable purposes and cannot be used or applied to a pre-existing pledge or provide a private benefit (such as school tuition or scholarships sent directly to individuals, dues, membership fees, benefit tickets or goods bought at charitable auctions). We consider the deposit of a check by the charity as confirmation that the grant will not be used for improper purposes."Finally, the checks themselves use the following verbiage to ensure proper use: "By endorsing this check your organization certifies to the U.S. Charitable Gift Trust that (I) Your organization is tax exempt as outlined by section 501(c)(3) and section 509(a) of the Internal Revenue Code of 1986 as amended; (II) These funds will be used exclusively for exempt purposes; (III) No private benefit, goods or services were received by any individuals or entities connected with the mentioned donor advised fund with the Trust; (IV) This gift does not satisfy a pledge or other personal financial obligation on behalf of any individuals or entities connected with the mentioned donor advised fund with the U.S. Charitable Gift Trust; (V) This gift will not be used for political activity or lobbying purposes; (VI) This organization is not a Type III nonfunctionally integrated supporting organization or supporting organization controlled by an individual connected with the mentioned donor advised fund with the U.S. Charitable Gift Trust."
Schedule I (Form 990) 2021



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