XTENDEDG^TO NOVEMBER 15,1-201 Return'o4- Organization Exempt From rnr ome T^". OMB No 1545-0047 Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundat Do not enter social security numbers on this form as it may be made public. Department of the Treasury ► Internal Revenue Service Pop, Information about Form 990 and its instructions is at www.1rs. gov/form990. A For the 2016 calendar year or tax year beginning and ending= B Check it C Name of organization D Employer identification number applicable THE US CHARITABLE GIFT TRUST Ochanges C/O EATON VANCE TRUST COMPANY Naem Ochange Dom business as 31-1663020 Initial return Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number lFinal return/ TWO INTERNATIONAL PLACE 800-836-2414 aed^n City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $ 285,448,602. = Amended return BOSTON, MA 02110 H(a) Is this a group return Lttionlica- F Name and address of principal officer JEFFREY P. BEALE for subordinates? E]Yes ® No pending SAME AS C ABOVE H(b) Are all subordinates included70 Yes Li No I Tax-exempt status X 501(c)(3) 501(6) ( )A (insert no.) L-J 4947(a)( or 77527 If "No," attach a list (see instructions) HTTP : / /WWW. USCHARITABLEGIFTTRUST. ORG J Website: ► K Form of organization: Corporation X Trust L_J Association L_J Year of State of leaal domicile: DE Part I Summary CD 1 Briefly describe the organization's mission or most significant activities- PROVIDE GIFTS TO VARIOUS PUBLIC a CHARITIES FOR ITS STATED EXEMPT PURPOSE. M 2 Check this box 0, if the organization discontinued Its operations or disposed of more than 25% of its net assets d 0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 6 ad 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 5 ad m 5 Total number of individuals employed in calendar year 2016 (Part V, line 2a) 5 0 5 6 Total number of volunteers (estimate if necessary) 6 0 a 7 a Total unrelated business revenue from Part VIII, column (C), line 12 7a 0 . b Net unrelated business taxable income from Form 990-T, hne.34 7b 0 . ^W Prior Year Current Year w 8 Contributions and grants (Part VIII, line 1 h) ^ 93,911,032. 115,992,451. 9 Program service revenue (Part VIII, line 2g) 1 cq 19 fl\ ( ) , 0. 0 . tii w 10 Investment Income (Part VIII, column (A), Ilnesr3;4, arm7d) 17,112 ,219. 9,885,887. 11 Other revenue (Part VIII, column (A), lines 5, 6081c 9c, 10c- rid 1 1 e)+q_ 0. 0 .- 12 Total revenue - add lines 8 through 11 (must equalPacVIl courr`^in' A°) lin2 111,023,251. 125,878,338. 13 Grants and similar amounts paid (Part IX, colurnn:(A)Fliness 1-3) 63,540,357. 81,625,973. 14 Benefits paid to or for members (Part IX, column (A), line 4) 0. 0 . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 0. 0 . 16a Professional fundraising fees (Part IX, column (A), line 11 e) 3,679,896. 3,689,137. CL 3 r,x b Total fundraising expenses (Part IX, column (D), line 25) 100, ,689,137. 17 Other expenses (Part IX, column (A), lines 11 a-11 d,11 f-24e) 3,973,756. 3,579,774. 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 71,194,009. 88,894,884. P 19 Revenue less expenses Subtract line 18 from line 12 39,829,242. 36 983,454. Beginning of Current Year End1 of Year cO 20 Total assets (Part X, line 16) 528,076,671. 583,264,908. C 21 Total liabilities (Part X, line 26) 9 2, 9 7 9, 4 5 8. 88,687,998. F-2 22 Net assets or fund balances Subtract line 21 from line 20 435,097,213. 494,576,910. -4i Part II Signature Block "Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is otrue, correct, and complete. Declaration of prepares(other than officer) is based on all information of which preparer has any knowledge. Sign Sig turd I Icer Here ' J FF EY P. BEALE, PRESIDENT Type or print name and title Print/Type preparer's name Preparer's signa Paid ASSE TATE Preparer Firm's name KSM BUSINESS SERVICES, Use Only Firm's address , P.O. BOX 4 0 8 5 7 INDIANAPOLIS, IN 46240- 632001 11-11-16 LHA For Paperwork Reduction Act Notice, see the THE US CITABLE GIFT TRUST • Form 990 (2016) C / O EATON VANCE TRUST COMPANY 31-1663020 Pa e 2 Part III Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III 1 Briefly describe the organization's mission: TO PROVIDE GIFTS TO VARIOUS PUBLIC CHARITIES FOR ITS STATED EXEMPT PURPOSE. THE GOAL IS TO GIFT A MINIMUM OF 5% OF THE TRUST NET ASSETS PER YEAR. DONORS TO THE TRUST CAN RECOMMEND A PUBLIC CHARITY BUT BOARD OF DIRECTORS HAVE FINAL APPROVAL. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? =Yes ® No If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? DYes ® No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code ) (Expenses $ 8 1 , 6 2 5 , 9 7 3 . including grants of $ 81,625,973 . ) (Revenue $ THE US CHARITABLE GIFT TRUST (THE "TRUST")IS A TAX-EXEMPT, PUBLIC CHARITY, WHICH RECEIVES DONATIONS FROM INDIVIDUALS, CORPORATIONS AND OTHERS, MAINTAINS DONOR ADVISED FUNDS, AND MAKES GRANTS TO NUMEROUS CHARITABLE ORGANIZATIONS THROUGHOUT THE UNITED STATES, INCLUDING CHARITIES SELECTED BY THE TRUST AND THOSE RECOMMENDED BY DONORS AND OTHERS AUTHORIZED BY THE DONORS TO MAKE GRANT RECOMMENDATIONS. THE TRUST WAS ESTABLISHED TO PROVIDE DONORS THE FLEXIBILITY TO HAVE CHARITABLE DONATIONS MADE WHEN CONVENIENT FOR THE DONORS, WHILE SPREADING THE GRANTS TO SPECIFIC CHARITIES OVER A PERIOD OF TIME, ALL WITHOUT INCURRING THE COSTS AND ADMINISTRATIVE BURDENS ASSOCIATED WITH THE CREATION AND OPERATION OF SEPARATE CHARITABLE FOUNDATIONS. 4b (Code _ ) (Expenses $ including grants of $ ) (Revenue $ 4c (Code ) (Expenses $ including grants of $ ) (Revenue $ 4d Other program services (Describe in Schedule 0) (Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses ► 81,625,973. Form 990 (2016) 632002 11-11-18 0717062 2 757887 52871.01000 2016.03050 THE US CHARITABLE GIFT TRUS 5287101 THE US S ITABLE GIFT TRUST • 1 Is the organization described in section 501 (c)(3) or 4947 (a)(1) (other than a private foundation)? If "Yes,' complete Schedule A - . .. - . 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part 1 3 X 4 Section 501 (c)(3) organizations . Did the organization engage in lobbying activities , or have a section 501(h) election in effect during the tax year? If " Yes," complete Schedule C, Part 11 - 4 X 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? if " Yes," complete Schedule C, Part Ill - 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part 1 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment , historic land areas , or historic structures ? If "Yes,' complete Schedule D, Part Il 7 X 8 Did the organization maintain collections of works of art, historical treasures , or other similar assets? If " Yes," complete Schedule D, Part Ill - 8 X 9 Did the organization report an amount in Part X, line 21 , for escrow or custodial account liability , serve as a custodian for amounts not listed in Part X; or provide credit counseling , debt management , credit repair, or debt negotiation services? If "Yes, " complete Schedule D, Part IV 9 X 10 Did the organization , directly or through a related organization , hold assets in temporarily restricted endowments, permanent endowments , or quasi-endowments ? If "Yes," complete Schedule D, Part V 10 X 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, Vlll, IX, or X as applicable a Did the organization report an amount for land , buildings, and equipment in Part X, line 10? If " Yes," complete Schedule D, Part VI 11 a X b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If " Yes, " complete Schedule D, Part VII 11b X c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If " Yes, " complete Schedule D, Part Vlll 11c X d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If " Yes," complete Schedule D,