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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: Co Eaton Vance Trust Company
EIN 31-1663020 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Or significant activities the mission of the u.s. Charitable gift trust (the "trust") is to increase charitable giving through a cost-effective and tax-advantaged investment program that helps donors achieve their philanthropic goals. Eaton Vance management manages the trust under the supervision of the trust's board of directors and, along with Eaton Vance trust company ("EVTC") and calvert research and management as well as corient private wealth, provides investment advisory services to the trust. On an ongoing basis, EVTC, as the trust's trustee, hires and oversees certain service providers to the trust.
Principal Officer
Stephen W Clarke
Total Revenue
$430.9M
FY2024
Total Expenses
$277.6M
FY2024
Net Assets
$1.5B
Program Ratio
93.1%
expenses on programs
Employees
0
Volunteers
0
Board Members
6
Voting
6
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.