| Firm / Person | Activity | State | Gross | Retained | Net to org |
|---|---|---|---|---|---|
| Eaton Vance Distributors | Contri. On solicitatio | MA | $273.9M | $6.4M | $267.5M |
| Contractor | Service | State | Compensation |
|---|---|---|---|
| Eaton Vance Distributors INC | Fundraising | — | $6.4M |
| Renaissance Administration LLC | Donor SERV/FD ACCT | — | $3.7M |
| Eaton Vance Management | Asset management | — | $2.5M |
| Eaton Vance Trust Company | Trust services | — | $258K |
| Deloitte Touche LLP | Audit | — | $134K |
| Recipient | State | IRC section | Cash grant | Purpose |
|---|---|---|---|---|
| See attached Grant Report | MA | 501(c)(3) | $172.5M | Varies by DAF; detail avail on requ |
| See attached Grant Report | MA | — | $129.7M | Varies by DAF; detail avail on requ |
| See attached Grant Report | MA | — | $102.8M | — |
| Schwab Charitable Fund - Paula J Campbell Donor Do EIN 311640316 | FL | 501(C)3 | $13.4M | FOR RECIPIENT'S EXEMPT PURPOSE |
| Fidelity Investments Charitable Gift Fund EIN 110303001 | MA | 501(C)3 | $6.2M | FOR RECIPIENT'S EXEMPT PURPOSE |
| Schwab Charitable Fund EIN 311640316 | CA | 501(C)3 | $6.0M | FOR RECIPIENT'S EXEMPT PURPOSE |
| American Endowment Foundation FBO JFDougherty Phil EIN 341747398 | OH | 501(C)3 | $5.4M | FOR RECIPIENT'S EXEMPT PURPOSE |
| Fidelity Investments Charitable Gift Fund EIN 110303001 | MA | 501(C)3 | $5.2M | FOR RECIPIENT'S EXEMPT PURPOSE |