Jonathan Edwards Trust EIN 06-6084676 Form 990 (PDF) Claim this org

Jonathan Edwards Trust FY2021 filing

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Supports educational activities at Yale University's Jonathan Edwards College and other departments. For fiscal year 2021 it reported $169K in revenue, $58K in expenses, and $1.9M in net assets.Pt I

Founded
1966
Type
Public charity (501(c)(3)) · Nonprofit
Location
New Haven, CT
Filings
6 on file (2020–2021)
Revenue
$169KFY2021
Expenses
$58K
Net assets
$1.9M
People
15
Filings
6
Updates
0
More identity details & actions ⌄
EIN  06-6084676 Public charity (501(c)(3)) New Haven, CT Founded 1966
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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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 from 52021 · Trustee + Chair
Money in and out
$169K revenue, $58K expenses
Bottom line
73% program efficiency
Where the money goes · FY2021
Total revenue
$169K
Pt VIII · Ln 12
Total expenses
$58K
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $111K
Where spending went · Part IX cols B–D
Program services $0.73 Management & general $0.20 Fundraising $0.06
Program efficiency
73%
of spending reaches programs
Operating runway
390.6mo
months of highly liquid reserves at operating expense rate
Surplus margin
+66%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$169K
FY2021▲ +27%
Expenses
$58K
FY2021▲ +18%
Total assets
$1.9M
FY2021▲ +21%
Total liabilities
$24K
FY2021
Total revenue
$169K
Pt VIII · Ln 12
Total expenses
$58K
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$111K
Total assetsPt X · Ln 16$1.9M
Program-expense ratioPt IX · col B73%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

3 program services account for $42K of program spending, described in the organization's own filed words · FY2021.
01

The Trust created and published on paper a Jonathan Edwards College history. Expenses incurred include printing, graphic design, editing, postage and delivery. The Trust reprinted the book in 2021. Several hundred copies were distributed to college alumni in 2021, following about 650 in 2020.

$39Kprogram expense
02

Support for a student intern in the Jonathan Edwards Press.

$4Kprogram expense
03

During Calendar 2021, the Trust did not make a direct cash grant to Jonathan Edwards College of Yale University.In December 2019, the Trust had paid a grant of $45,000 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…

Pt IX · col B

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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
Trustee + Chair
$0Pt VII · Sec A
Sec'y + Trustee
$0Pt VII · Sec A
Treas + Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee + Chair
$0Pt VII · Sec A
See Jonathan Edwards Trust executive salaries →

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Statement of Revenue

Part VIII
Investment income$156K · 92%
Contributions & grants$13K · 8%
Investment income92%$156K
Contributions & grants8%$13K
Total revenueLn 12$169K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.73 Management & general $0.20 Fundraising $0.06
Program services73%$42K
Management & general20%$12K
Fundraising6%$4K
Total functional expensesLn 25$58K

Balance Sheet

Part X · end of year
CashLn 1$172K
Total assetsLn 16$1.9M
Total liabilitiesLn 26$24K
Total net assetsLn 32$1.9M
Months of cash on handcomputed35.7

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.9M · Operating expenses/yr $58K
390.6 months
Where the money goes
Program services
Program services $42K · Total expenses $58K
73%
Management & General
Management & general $12K · Total expenses $58K
20%
Fundraising
Fundraising $4K · Total expenses $58K
6%
Cost to raise $1
Fundraising expense (2-yr avg) $3K · Solicited contributions (2-yr avg) $28K
$0.11 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $13K · Total revenue $169K
8%
Government reliance
Government grants — · Total revenue $169K
Earned-income share
Program service revenue $0 · Total revenue $169K
0%
Investment reliance
Investment income $156K · Total revenue $169K
+92%
Program self-sufficiency
Program service revenue $0 · Total expenses $58K
0%
Growth & trend
Revenue growth (YoY)
This year $169K · Prior year $133K
+27%
Net-asset trend (YoY)
End of year $1.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $169K · Expenses $58K
+66%
Liabilities-to-Assets
Total liabilities — · Total assets $1.9M
Net-asset ratio
Net assets $1.9M · Total assets $1.9M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $1.7M · Total assets (Pt X, ln 16) $1.9M
91%
People & payroll
Highest Reported Total Compensation
Individual Eve Rice from 52021 · Reported title Trustee + Chair · Highest reported compensation $0 · Total expenses $58K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $58K
0%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 73%
Overhead ratio 20%
Fundraising cost ratio 29%
Revenue growth 27%
Investment management fee ratio 0.07%
Legal fee ratio 0%
Accounting fee ratio 5%
Fundraising fee ratio 0%

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 · ⤓ 990 PDF
FY2024$284K revenue · ⤓ 990 PDF
FY2023$106K revenue · ⤓ 990 PDF
FY2022$149K revenue · ⤓ 990 PDF
FY2021$169K revenue · viewing · ⤓ 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) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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