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The Us Charitable Gift Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$312M (2023)

Expenses
$213M (2023)

Total Assets
$1.74B (2023)

Total Liabilities
$464M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$311,917,718
Expenses
$213,327,595
Net Income
$98,590,123
Net Assets
$1,274,464,266
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,945,481
87.8%
Program Services $0
Investment Income $25,984,632
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,987,605
3.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $240,000
0.1%
Professional Fundraising Fees $6,413,733
3.0%
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,737,981,703
Total Liabilities $463,517,437
Net Assets $1,274,464,266
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey P Beale (Lead Independent Director) $60,000 $0 $0
Michelle A Kinch (Director) $50,000 $0 $0
John Griffin (Director) $45,000 $0 $0
Katharine B Leness (Director) $45,000 $0 $0
Kathleen L Ames (Director) $40,000 $0 $0
Lawrence L Fahey (Vice President) $0 $0 $0
Stephen W Clarke (President) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Desmond Gallacher (Vice President) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
Michael Askew (Assistant Secretary) $0 $0 $0
Meghan Moses (Chief Phil. Off. 1/23 2/23) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,415,879
Expenses
$203,557,691
Net Income
$32,858,188
Net Assets
$1,044,886,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,583,283
90.8%
Program Services $0
Investment Income $16,949,043
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,883,553
2.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $252,916
0.1%
Professional Fundraising Fees $5,909,444
2.9%
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,258,791,921
Total Liabilities $213,905,358
Net Assets $1,044,886,563
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey P Beale (Lead Director) $60,000 $0 $0
John Griffin (Director) $48,333 $0 $0
Michelle A Shell (Director) $45,000 $0 $0
Katharine B Leness (Director) $43,333 $0 $0
Kathleen L Ames (Director) $37,500 $0 $0
E Michael Brown 11 To 54 (Lead Director) $18,750 $0 $0
Lawrence L Fahey (President/Direc) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Desmond Gallacher (Vice President) $0 $0 $0
Michelle Rousseau 11 To 126 (Asst Secretary) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
Meghan Moses (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$424,474,116
Expenses
$175,475,992
Net Income
$248,998,124
Net Assets
$1,193,983,932
Notable Sources of Revenue Percent of Total Revenue
Contributions $386,859,367
91.1%
Program Services $0
Investment Income $10,948,183
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,666,566
6.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,000
0.1%
Professional Fundraising Fees $5,783,798
3.3%
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,329,314,188
Total Liabilities $135,330,256
Net Assets $1,193,983,932
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Lead Director) $55,000 $0 $0
Jeffrey P Beale (Director) $35,000 $0 $0
Katharine B Leness (Director) $35,000 $0 $0
Michelle A Shell (Director) $35,000 $0 $0
Kathleen L Ames (Director) $30,000 $0 $0
Lawrence L Fahey (President/Direc) $0 $0 $0
John Griffin 114 1231 (Director) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Desmond Gallacher 917 1231 (Vice President) $0 $0 $0
Michelle Rousseau (Asst Secretary) $0 $0 $0
Peter F Crowley 11 129 (Vice President) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
John Shea 11 917 (Vice President) $0 $0 $0
Meghan Moses 55 1231 (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$244,430,823
Expenses
$181,157,001
Net Income
$63,273,822
Net Assets
$892,452,293
Notable Sources of Revenue Percent of Total Revenue
Contributions $222,287,312
90.9%
Program Services $0
Investment Income $8,554,902
3.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,588,609
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,000
0.1%
Professional Fundraising Fees $4,746,170
2.6%
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,001,513,171
Total Liabilities $109,060,878
Net Assets $892,452,293
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Lead Director) $55,000 $0 $0
Jeffrey P Beale (Director) $35,000 $0 $0
Katharine B Leness (Vice President) $35,000 $0 $0
Michelle A Shell (Director) $35,000 $0 $0
Kathleen L Ames (Director) $30,000 $0 $0
Lawrence L Fahey (President/Direc) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Michelle Rousseau (Asst Secretary) $0 $0 $0
Peter F Crowley (Vice President) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
John Shea (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$218,949,196
Expenses
$150,847,897
Net Income
$68,101,299
Net Assets
$777,829,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $195,878,611
89.5%
Program Services $0
Investment Income $8,377,537
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,693,048
6.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,000
0.1%
Professional Fundraising Fees $4,597,426
3.0%
Other Salaries and Wages $0
Assets/Debt
Total Assets $870,606,632
Total Liabilities $92,777,497
Net Assets $777,829,135
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Lead Director) $55,000 $0 $0
Jeffrey P Beale (Director) $35,000 $0 $0
Katharine B Leness (Director) $35,000 $0 $0
Michelle A Shell (Director) $35,000 $0 $0
Kathleen I Ames (Director) $30,000 $0 $0
Lawrence L Fahey (President/Direc) $0 $0 $0
John Shea (Vice President) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst. Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Peter F Crowley (Vice President) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
Michelle Rousseau (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,641,400
Expenses
$110,739,818
Net Income
$86,901,582
Net Assets
$622,402,026
Notable Sources of Revenue Percent of Total Revenue
Contributions $180,913,878
91.5%
Program Services $0
Investment Income $7,277,618
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,449,904
4.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $241,666
0.2%
Professional Fundraising Fees $4,243,638
3.8%
Other Salaries and Wages $0
Assets/Debt
Total Assets $707,102,568
Total Liabilities $84,700,542
Net Assets $622,402,026
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Director) $55,000 $0 $0
James B Hawkes (Director) $35,000 $0 $0
Katharine B Leness (Director) $35,000 $0 $0
Michelle A Shell (Director) $33,333 $0 $0
James M Storey (Director) $30,000 $0 $0
Kathleen L Ames (Director) $30,000 $0 $0
Jeffrey P Beale Pres Thru 52 (President/Direc) $23,333 $0 $0
Lawrence L Fahey Pres 53 On (President/Direc) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Asst. Treasurer) $0 $0 $0
Stephanie Rosander (Secretary) $0 $0 $0
Matthew Manning 11 124 (Asst. Secretary) $0 $0 $0
Peter F Crowley (Vice President) $0 $0 $0
A John Murphy (Vice President) $0 $0 $0
Michelle Rousseau 124 1231 (Asst. Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$148,694,792
Expenses
$106,144,213
Net Income
$42,550,579
Net Assets
$577,188,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,071,674
88.1%
Program Services $0
Investment Income $7,174,288
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,448,830
7.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $3,994,701
3.8%
Other Salaries and Wages $0
Assets/Debt
Total Assets $662,028,008
Total Liabilities $84,839,087
Net Assets $577,188,921

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,878,338
Expenses
$88,894,884
Net Income
$36,983,454
Net Assets
$494,576,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,992,451
92.1%
Program Services $0
Investment Income $7,130,362
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,755,525
2.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $3,689,137
4.1%
Other Salaries and Wages $0
Assets/Debt
Total Assets $583,264,908
Total Liabilities $88,687,998
Net Assets $494,576,910

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$111,023,251
Expenses
$71,194,009
Net Income
$39,829,242
Net Assets
$435,097,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $93,911,032
84.6%
Program Services $0
Investment Income $10,995,292
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,116,927
5.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $3,679,896
5.2%
Other Salaries and Wages $0
Assets/Debt
Total Assets $528,076,671
Total Liabilities $92,979,458
Net Assets $435,097,213

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$110,003,288
Expenses
$67,743,242
Net Income
$42,260,046
Net Assets
$413,988,337
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,850,934
89.0%
Program Services $0
Investment Income $6,035,677
5.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,116,677
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $3,610,083
5.3%
Other Salaries and Wages $0
Assets/Debt
Total Assets $508,063,847
Total Liabilities $94,075,510
Net Assets $413,988,337
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Director) $37,500 $0 $0
James B Hawkes (Director) $30,000 $0 $0
James M Storey (Director) $25,000 $0 $0
Kathleen Ames (Director) $25,000 $0 $0
Jeffrey P Beale (President & Director) $0 $0 $0
David Michaud (Vice President (Term End 3/1/14)) $0 $0 $0
James Kirchner (Treasurer) $0 $0 $0
Michael P Shattuck (Assistant Treasurer) $0 $0 $0
Kathyrn A Mcelroy (Secretary) $0 $0 $0
Peter F Crowley (Vice President (Term Begin 3/1/14)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,409,326
Expenses
$53,828,141
Net Income
$21,581,185
Net Assets
$374,293,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,832,564
88.6%
Program Services $0
Investment Income $5,551,517
7.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,025,245
4.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $3,493,097
6.5%
Other Salaries and Wages $0
Assets/Debt
Total Assets $476,346,565
Total Liabilities $102,052,798
Net Assets $374,293,767
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
E Michael Brown (Director) $37,500 $0 $0
James B Hawkes (Director) $30,000 $0 $0
James M Storey (Director) $25,000 $0 $0
Kathleen Ames (Director) $25,000 $0 $0
Jeffrey P Beale (President & Director) $0 $0 $0
David Michaud (Vice President) $0 $0 $0
Barbara E Campbell (Treasurer (Term Ending 02/07/13)) $0 $0 $0
Michael P Shattuck (Assistant Treasurer) $0 $0 $0
Kathyrn A Mcelroy (Secretary) $0 $0 $0
James Kirchner (Treasurer (Term Beg. 02/07/13)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,416,487
Expenses
$44,261,664
Net Income
$34,154,823
Net Assets
$329,155,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,980,408
91.8%
Program Services $0
Investment Income $6,166,178
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $269,901
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $117,500
0.3%
Professional Fundraising Fees $3,264,076
7.4%
Other Salaries and Wages $0
Assets/Debt
Total Assets $432,823,946
Total Liabilities $103,668,279
Net Assets $329,155,667

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,121,287
Expenses
$42,597,155
Net Income
$17,524,132
Net Assets
$271,796,915
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,470,120
93.9%
Program Services $0
Investment Income $5,344,029
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,692,862
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $136,250
0.3%
Professional Fundraising Fees $3,281,834
7.7%
Other Salaries and Wages $0
Assets/Debt
Total Assets $379,506,988
Total Liabilities $107,710,073
Net Assets $271,796,915

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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