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
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
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 931,187 See Part V below   No
(2) Eaton Vance Distributors
  		See Part V below 5,783,798 See Part V below   No
(3) Eaton Vance Trust Company
  		See Part V below 569,639 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 serve as employees of Eaton Vance Management, which provides certain investment-related and administrative support for the Gift Trust: Lawrence L. Fahey James Kirchner Michael P. Shattuck Stephanie Rosander Michelle Rousseau A. John Murphy John Shea (Officer 1/1 through 9/17) Desmond Gallacher (Officer starting 9/17)Eaton Vance Distributors, Inc.(B) Officers assist with fundraising efforts.(D) The following officers participate in fundraising services: Peter F. Crowley (Officer 1/1 through 1/29) Meghan Moses (Officer starting 5/5)Eaton Vance Trust Company:(B) Officers provide trustee services for the Gift Trust and investment-related services for the U.S. LITs.(D) The following officers/directors serve as officers of Eaton Vance Trust Company, which provides trustee services for the Gift Trust and investment-related services for the U.S. LITs. Lawrence L. Fahey James Kirchner Michael P. Shattuck Stephanie Rosander Michelle Rousseau A. John Murphy John Shea (Officer 1/1 through 9/17)
Schedule L (Form 990) 2021


Additional Data


Software ID: 21013475
Software Version: 2021v4.0