The US Charitable Gift Trust

Boston, Massachusetts

B+Health Score
68B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 200 peers in Philanthropy, Voluntarism & Grantmaking with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org5.97×
Peer Median8.04×
💰
$311.9M
Total Revenue
📊
$213.3M
Total Expenses
🏦
$1.3B
Net Assets
📋
$463.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+31.9%
Year-over-year change (2022 → 2023)
Net Margin
+31.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
5.97
Net assets divided by total expenses
Liabilities-to-Assets
26.7%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$311,917,71832%$213,327,5955%$1,737,981,70338%
2022$236,415,87944%$203,557,69116%$1,258,791,9215%
2021$424,474,11674%$175,475,9923%$1,329,314,18833%
2020$244,430,82312%$181,157,00120%$1,001,513,17115%
2019$218,949,19611%$150,847,89736%$870,606,63223%
2018$197,641,40033%$110,739,8184%$707,102,5687%
2017$148,694,79218%$106,144,21319%$662,028,00814%
2016$125,878,33813%$88,894,88425%$583,264,90810%
2015$111,023,2511%$71,194,0095%$528,076,6714%
2014$110,003,28846%$67,743,24226%$508,063,8477%
2013$75,409,3264%$53,828,14122%$476,346,56510%
2012$78,416,48730%$44,261,6644%$432,823,94614%
2011$60,121,287$42,597,155$379,506,988

Frequently Asked Questions

What does The US Charitable Gift Trust do?

The US Charitable Gift Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T122 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The US Charitable Gift Trust financially healthy?

Based on our 9-metric Financial Health Score model, The US Charitable Gift Trust has a score of 68/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The US Charitable Gift Trust generate?

The US Charitable Gift Trust reports $430.9M in annual revenue and holds $2.2B in total assets, based on IRS filings.

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