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

Jonathan Edwards Trust FY2024 filing

Not yet claimed Claim this org →

Supports educational activities at Yale University's Jonathan Edwards College and other departments. For fiscal year 2024 it reported $284K in revenue, $71K 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 (2020–2024)
Revenue
$284KFY2024
Expenses
$71K
Net assets
$1.9M
People
18
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 FY2024 filing — not the latest on file. See the latest (FY2025) →
Compare with another nonprofit →
Is this your organization?
Claim this profile to manage it and share your story.
Claim
Provided by the organization

This section is blank until Jonathan Edwards Trust claims this page.

Know this organization? Claim it to add your story

Size
$100K–1M
What they do
Supports educational activities at Yale University's Jonathan Edwards College and other departments.
Leadership
Eve Rice · Chair + Trustee
Money in and out
$284K revenue, $71K expenses
Bottom line
80% program efficiency
Where the money goes · FY2024
Total revenue
$284K
Pt VIII · Ln 12
Total expenses
$71K
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $213K
Where spending went · Part IX cols B–D
Program services $0.80 Management & general $0.16 Fundraising $0.04
Program efficiency
80%
of spending reaches programs
Operating runway
325.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
+75%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$284K
FY2024▲ +168%
Expenses
$71K
FY2024▼ -31%
Total assets
$1.9M
FY2024▲ +15%
Total liabilities
$600
FY2024
Total revenue
$284K
Pt VIII · Ln 12
Total expenses
$71K
Pt IX · Ln 25
Net assets
$1.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$213K
Total assetsPt X · Ln 16$1.9M
Program-expense ratioPt IX · col B80%
Voting members of governing bodyPt I · Ln 313
Independent voting membersPt I · Ln 413

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 1a13
Independent voting membersPt VI · Ln 1b13
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
Vice Chr + Ttee
$0Pt VII · Sec A
$0Pt VII · Sec A
Secy + Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
See Jonathan Edwards Trust executive salaries →

Are you one of these people? Claim this org to confirm your role

Mission & Programs · Part III

Where the work happens

2 program services account for $57K of program spending, described in the organization's own filed words · FY2024.
01

During Calendar 2024, the Trust made direct cash grants to Jonathan Edwards College of Yale University.In November 2024, the Trust paid 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…

$50Kprogram expense
02

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

$6Kprogram expense

Run this program? Claim this org to tell your story

Statement of Revenue

Part VIII
Contributions & grants$190K · 67%
Investment income$94K · 33%
Contributions & grants67%$190K
Investment income33%$94K
Total revenueLn 12$284K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.80 Management & general $0.16 Fundraising $0.04
Program services80%$57K
Management & general16%$11K
Fundraising4%$3K
Total functional expensesLn 25$71K

Balance Sheet

Part X · end of year
CashLn 1$217K
Total assetsLn 16$1.9M
Total liabilitiesLn 26$600
Total net assetsLn 32$1.9M
Months of cash on handcomputed36.6

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.9M · Operating expenses/yr $71K
325.8 months
Where the money goes
Program services
Program services $57K · Total expenses $71K
80%
Management & General
Management & general $11K · Total expenses $71K
16%
Fundraising
Fundraising $3K · Total expenses $71K
4%
Cost to raise $1
Fundraising expense (3-yr avg) $4K · Solicited contributions (3-yr avg) $73K
$0.05 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $190K · Total revenue $284K
67%
Government reliance
Government grants — · Total revenue $284K
Earned-income share
Program service revenue $0 · Total revenue $284K
0%
Investment reliance
Investment income $94K · Total revenue $284K
+33%
Program self-sufficiency
Program service revenue $0 · Total expenses $71K
0%
Growth & trend
Revenue growth (YoY)
This year $284K · Prior year $106K
+168%
Revenue CAGR
FY2020 $133K · FY2024 $284K
+21%
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 $284K · Expenses $71K
+75%
Liabilities-to-Assets
Total liabilities — · Total assets $1.9M
Net-asset ratio
Net assets $1.9M · Total assets $1.9M
100%
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
89%
People & payroll
Highest Reported Total Compensation
Individual Eve Rice · Reported title Chair + Trustee · Highest reported compensation $0 · Total expenses $71K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $71K
0%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 80%
Overhead ratio 16%
Fundraising cost ratio 2%
Revenue growth 168%
Investment management fee ratio 0.09%
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

Similar Organizations

Closest in mission — by what they do
See all organizations like Jonathan Edwards Trust →

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

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 · viewing · ⤓ 990 PDF
FY2023$106K revenue · ⤓ 990 PDF
FY2022$149K revenue · ⤓ 990 PDF
FY2021$169K revenue · ⤓ 990 PDF
FY2020$133K revenue · ⤓ 990 PDF

Want to add your own materials alongside these filings? Claim this org

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.