Jonathan Edwards Trust EIN 06-6084676

Jonathan Edwards Trust

EIN  06-6084676 Public charity (501(c)(3)) New Haven, CT Founded 1966
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Size
$100K–1M
What they do
Supports educational activities at Yale University's Jonathan Edwards College and other departments.
Leadership
Eve Rice to May 2025 · Chair + Trustee
Money in and out
$227K revenue, $81K expenses
Bottom line
71% program efficiency

Supports educational activities at Yale University's Jonathan Edwards College and other departments. For fiscal year 2025 it reported $227K in revenue, $81K in expenses, and $2.2M in net assets.Pt I

Where the money goes · FY2025
Total revenue
$227K
Pt VIII · Ln 12
Total expenses
$81K
Pt IX · Ln 25
Net assets
$2.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $146K
Where spending went · Part IX cols B–D
Program services $0.71 Management & general $0.23 Fundraising $0.06
Program efficiency
71%
of spending reaches programs▼ -11% vs prior filing year
Operating runway
321.1mo
months of highly liquid reserves at operating expense rate▼ -1% vs prior filing year
Surplus margin
+64%
revenue over expenses, this year▼ -14% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$227K
FY2025▼ -20%
Expenses
$81K
FY2025▲ +15%
Total assets
$2.2M
FY2025▲ +14%
Total liabilities
$600
FY20250%
Total revenue
$227K
Pt VIII · Ln 12
Total expenses
$81K
Pt IX · Ln 25
Net assets
$2.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$146K
Total assetsPt X · Ln 16$2.2M
Program-expense ratioPt IX · col B71%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

2 program services account for $58K of program spending, described in the organization's own filed words · FY2025.
01

During Calendar 2025, the Trust paid a direct cash grant of $50,000 to Jonathan Edwards College of Yale University, in support of various educational programs to be undertaken at Jonathan Edwards College or elsewhere at Yale University in conjunction with Jonathan Edwards College.

$50Kprogram expense
02

The Trust incurred expenses for graphic design, editing of the Trust's communications, social media engagement and a mini-reunion with college alumni and students.

$8Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJonathan Edwards Trust
EINHdr · item D06-6084676
Principal addressHdr · item CNew Haven, CT
WebsiteHdr · item Jnone reported
Year of formationHdr · item L1966
State of legal domicileHdr · item MCT
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFMar 1968

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Chair + Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer +ttee
$0Pt VII · Sec A
Secy + Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Jonathan Edwards Trust executive salaries →

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Statement of Revenue

Part VIII
Investment income$152K · 67%
Contributions & grants$75K · 33%
Investment income67%$152K
Contributions & grants33%$75K
Total revenueLn 12$227K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.71 Management & general $0.23 Fundraising $0.06
Program services71%$58K
Management & general23%$19K
Fundraising6%$5K
Total functional expensesLn 25$81K

Balance Sheet

Part X · end of year
CashLn 1$199K
Total assetsLn 16$2.2M
Total liabilitiesLn 26$600
Total net assetsLn 32$2.2M
Months of cash on handcomputed29.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $2.2M · Operating expenses/yr $81K
321.1 months
Where the money goes
Program services
Program services $58K · Total expenses $81K
71%
Management & General
Management & general $19K · Total expenses $81K
23%
Fundraising
Fundraising $5K · Total expenses $81K
6%
Cost to raise $1
Fundraising expense (3-yr avg) $4K · Solicited contributions (3-yr avg) $97K
$0.04 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $75K · Total revenue $227K
33%
Government reliance
Government grants — · Total revenue $227K
Earned-income share
Program service revenue $0 · Total revenue $227K
0%
Investment reliance
Investment income $152K · Total revenue $227K
+67%
Program self-sufficiency
Program service revenue $0 · Total expenses $81K
0%
Growth & trend
Revenue growth (YoY)
This year $227K · Prior year $284K
-20%
Revenue CAGR
FY2020 $133K · FY2025 $227K
+11%
Net-asset trend (YoY)
End of year $2.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $227K · Expenses $81K
+64%
Liabilities-to-Assets
Total liabilities — · Total assets $2.2M
Net-asset ratio
Net assets $2.2M · Total assets $2.2M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $2.0M · Total assets (Pt X, ln 16) $2.2M
90%
People & payroll
Highest Reported Total Compensation
Individual Eve Rice to May 2025 · Reported title Chair + Trustee · Highest reported compensation $0 · Total expenses $81K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $81K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 71%
Overhead ratio 23%
Fundraising cost ratio 7%
Revenue growth -20%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2021
Total grants receivedfrom 1 funder$100
Grants paid · 4 grants · $293K · 2022–2025
Yale UniversityCT · FY2025$50,000
Yale UniversityCT · FY2024$50,500
Yale UniversityCT · FY2023$80,850
Yale UniversityCT · FY2022$111,492

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$227K revenue · viewing · ⤓ 990 PDF
FY2024$284K revenue · ⤓ 990 PDF
FY2023$106K revenue · ⤓ 990 PDF
FY2022$149K revenue · ⤓ 990 PDF
FY2021$169K revenue · ⤓ 990 PDF
FY2020$133K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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