Civic Intelligence

Jonathan Edwards Trust

EIN 06-6084676 • 501(c)3 • New Haven, CT

Profile

Support of educational activities at Jonathan Edwards College and other components of Yale University.

68 High St Jonathan Edwrd College HNew Haven, CT 06511

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

168%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,930,816

Up $254,726 (+15%) from 2023

Liabilities

Up

$600

Up $600 from 2023

Net Assets

Up

$1,930,216

Up $254,126 (+15%) from 2023

Operations
Liabilities / Revenue23rd percentileNet Margin95th percentile

Revenue

Up

$284,239

Up $178,089 (+168%) from 2023

Expenses

Down

$71,124

Down $31,355 (-31%) from 2023

Net Income

Up

$213,115

Up $209,444 (+5705%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $921,716Liabilities 2010: $0Net Assets 2010: $921,7162010Assets 2011: $987,565Liabilities 2011: $0Net Assets 2011: $987,5652011Assets 2012: $996,973Liabilities 2012: $0Net Assets 2012: $996,9732012Assets 2013: $1,103,957Liabilities 2013: $0Net Assets 2013: $1,103,9572013Assets 2014: $1,171,497Liabilities 2014: $0Net Assets 2014: $1,171,4972014Assets 2015: $1,168,557Liabilities 2015: $0Net Assets 2015: $1,168,5572015Assets 2016: $1,189,095Liabilities 2016: $0Net Assets 2016: $1,189,0952016Assets 2017: $1,231,277Liabilities 2017: $0Net Assets 2017: $1,231,2772017Assets 2018: $1,211,917Liabilities 2018: $0Net Assets 2018: $1,211,9172018Assets 2019: $1,349,408Liabilities 2019: $0Net Assets 2019: $1,349,4082019Assets 2020: $1,556,531Liabilities 2020: $0Net Assets 2020: $1,556,5312020Assets 2021: $1,881,551Liabilities 2021: $23,538Net Assets 2021: $1,858,0132021Assets 2022: $1,718,815Liabilities 2022: $7,506Net Assets 2022: $1,711,3092022Assets 2023: $1,676,090Liabilities 2023: $0Net Assets 2023: $1,676,0902023Assets 2024: $1,930,816Liabilities 2024: $600Net Assets 2024: $1,930,2162024

Highlighted filing

2024

Assets$1,930,816
Liabilities$600
Net Assets$1,930,216
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2010: $45,228Expenses 2010: $40,000Net Income 2010: $5,2282010Expenses 2011: $8982011Expenses 2012: $83,8502012Revenue 2013: $66,370Expenses 2013: $47,499Net Income 2013: $18,8712013Revenue 2014: $87,088Expenses 2014: $47,386Net Income 2014: $39,7022014Revenue 2015: $121,320Expenses 2015: $100,360Net Income 2015: $20,9602015Revenue 2016: $85,501Expenses 2016: $62,244Net Income 2016: $23,2572016Revenue 2017: $81,226Expenses 2017: $74,871Net Income 2017: $6,3552017Revenue 2018: $102,427Expenses 2018: $80,209Net Income 2018: $22,2182018Revenue 2019: $96,316Expenses 2019: $64,449Net Income 2019: $31,8672019Revenue 2020: $133,232Expenses 2020: $48,842Net Income 2020: $84,3902020Revenue 2021: $169,033Expenses 2021: $57,800Net Income 2021: $111,2332021Revenue 2022: $149,185Expenses 2022: $133,338Net Income 2022: $15,8472022Revenue 2023: $106,150Expenses 2023: $102,479Net Income 2023: $3,6712023Revenue 2024: $284,239Expenses 2024: $71,124Net Income 2024: $213,1152024

Highlighted filing

2024

Revenue$284,239
Expenses$71,124
Net Income$213,115
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,930,816
Liabilities
$600
Net assets
$1,930,216
Revenue
$284,239
Expenses
$71,124
Net income
$213,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.28$0.07$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.11$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.02$1.86$0.17$0.06$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.10$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.09$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.00
2010Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.05$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 6, 2025
Return Version
2024v5.1
Gross Receipts
$549,621
Mission and Program Overview

Mission

Support of educational activities at Jonathan Edwards College and other components of Yale University.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,676,090$1,930,216▲ $254,126
Investments Other Securities$1,584,809$1,713,767▲ $128,958
Savings and Temporary Cash Investments$82,610$213,343▲ $130,733
Cash and Non-Interest-Bearing Accounts$8,671$3,705▼ $4,966
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,676,090$1,930,816▲ $254,726
Other Assets Total-$1-
Liabilities
Other Liabilities-$600-
Total Liabilities$0$600▲ $600
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,676,090$1,930,216▲ $254,126
Total Liabilities and Net Assets / Fund Balance$1,676,090$1,930,816▲ $254,726

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,584,809-▲ $130,605-$1,713,767
2023$1,620,073-▲ $42,708$76,413$1,584,809
2022$1,709,451-▼ $17,854$70,094$1,620,073
2021$1,428,347-▲ $346,198$63,792$1,709,451
2020$1,279,437-▲ $212,284$62,107$1,428,347
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Eve RiceChair + Trustee
Suhnne AhnSecy + Trustee
Byron Kim from June 2024Trustee
David LeonhardtTrustee
Deborah RoseTrustee
Douglas Crowley Dec'd Jan 2024Trustee
Jonathan Dach to May 2024Trustee
Marco DavisTrustee
Mark RyanTrustee
Masu HaqueTrustee
Penelope Laurans fr June 2024Trustee
Timeica Bethel-MacaireTrustee
Gary HallerTrusteeEmeritus
Mark Saltzman from Dec 2024Ex officio
Paul North to Dec 2024Ex officio
Deborah Rose to May 2024Treasurer
Jonathan Dach from May 2024Treasurer
Miko McGintyVice CHR + TTEE
Revenue and Support

Revenue Composition

Contributions and Grants
$190,385
Program Service Revenue
$0
Investment Income
$93,854
Other Revenue
$0
All Other Contributions
$190,385
Change in Net Assets
$213,115

Audited Revenue Reconciliation

Revenue per Audited Statements
$284,239
Total Revenue per Audited Statements
$284,239
Total Revenue per Form 990
$284,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,500
Other Expenses$20,624
Total Fundraising Expense$3,045
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,500--$50,500
Fees for Services Other$3,050$6,095$3,045$12,190
Fees for Services Accounting-$3,500-$3,500
Fees for Service Investment Mgmnt Fees-$1,647-$1,647
Other Expenses$524$85-$85
Total Functional Expenses$56,752$11,327$3,045$71,124

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$71,124
Total Expenses per Audited Statements$71,124
Total Expenses per Form 990$71,124
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale U JE CollegeNew Haven, CT501(c)(3)Support of educational programs$50,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Trustee's co.Admin support costNo$12,190

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Exchange$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The trustees have engaged a CPA, to assist with the accounting and preparation of Form 990. The Form 990 is prepared by the CPA, then reviewed with the Treasurer and Chair, before being provided to the Trustees and electronically filed with IRS.”

Form 990, Part VI, Section C, Line 19

“The Trust makes its governing documents and financial statements available to the public in accordance with the requirements of state law.”

Form 990, Part VII - Officers and Trustees

“Emeritus Trustees may attend Trustee meetings, but do not have a vote.”

Filing and Contact Details

Filer

Filer Name
Jonathan Edwards Trust
EIN
06-6084676
Phone
2034320380
Address
68 High St Jonathan Edwrd College H, New Haven, CT 06511

Signing Officer

Name
Jonathan Dach
Title
Treasurer
Signed
2025-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Rice Chair
Formed
1966
Legal Domicile
Ct
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Adam P Cohen CPA LLC
Address
81 South Main St Suite 9, West Hartford, CT 06107
Preparer
Adam P Cohen
Phone
8605216400
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Income from the endowment is used to fund grants and projects to support the educational activities of Jonathan Edwards College of Yale University. Sch. D, Part V, Line 1e, other expenditures, is spendable income distributed from the endowment account, based on Yale's endowment spending policy, not necessarily the amounts expended by the Trust in the same year.”

Raw XML AppendixShowing 400 of 610 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/CompensationProcessOtherInd0false
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IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0213115
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt071124
IRS990/CYTotalFundraisingExpenseAmt03045
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0284239
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01647
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IRS990/ForeignActivitiesInd0false
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IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0Eve Rice
IRS990/Form990PartVIISectionAGrp/PersonNm1Miko McGinty
IRS990/Form990PartVIISectionAGrp/PersonNm2Jonathan Dach from May 2024
IRS990/Form990PartVIISectionAGrp/PersonNm3Suhnne Ahn
IRS990/Form990PartVIISectionAGrp/PersonNm4Deborah Rose to May 2024
IRS990/Form990PartVIISectionAGrp/PersonNm5David Leonhardt
IRS990/Form990PartVIISectionAGrp/PersonNm6Masu Haque
IRS990/Form990PartVIISectionAGrp/PersonNm7Mark Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm8Douglas Crowley Dec'd Jan 2024
IRS990/Form990PartVIISectionAGrp/PersonNm9Deborah Rose
IRS990/Form990PartVIISectionAGrp/PersonNm10Marco Davis
IRS990/Form990PartVIISectionAGrp/PersonNm11Timeica Bethel-Macaire
IRS990/Form990PartVIISectionAGrp/PersonNm12Penelope Laurans fr June 2024
IRS990/Form990PartVIISectionAGrp/PersonNm13Jonathan Dach to May 2024
IRS990/Form990PartVIISectionAGrp/PersonNm14Byron Kim from June 2024
IRS990/Form990PartVIISectionAGrp/PersonNm15Gary Haller
IRS990/Form990PartVIISectionAGrp/PersonNm16Paul North to Dec 2024
IRS990/Form990PartVIISectionAGrp/PersonNm17Mark Saltzman from Dec 2024
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chr + TTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secy + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15TrusteeEmeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt16Ex officio
IRS990/Form990PartVIISectionAGrp/TitleTxt17Ex officio
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IRS990/MissionDesc0Support of educational activities at Jonathan Edwards College and other components of Yale University.
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IRS990/OtherExpensesGrp/Desc0Website and apps
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IRS990/OtherExpensesGrp/Desc2Social media
IRS990/OtherExpensesGrp/Desc3Bank and PayPal charges
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IRS990/PrincipalOfficerNm0Eve Rice Chair
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Trust incurred expenses for graphic design, editing of the Trust's communications and social media engagement with college alumni and students.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustees of the Jonathan Edwards Trust are self-perpetuating, under the terms of the trust indenture. The Head of Jonathan Edwards College ("Head of College or Head"), a Yale University employee who is appointed by the President of Yale University, serves as an ex-officio member of the Trust's Board of Trustees. The Head of College is included in all substantive decisions through close and continuous email or telephone conversations, in addition to attending the annual Board of Trustee meetings. The Trust's annual grant to Yale University is is paid to the Head of College's account and spent in accordance with the priorities and budget established by the Head of College in consultation with the Trustees. During 2024, The Trust made two grants to Jonathan Edwards College / Yale University, as disclosed in Part III and Sch. R.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust invests its assets substantially in the endowment pool managed by, and in the custody of, the University, i.e., "The Yale Endowment". The University distributes to the Trust in accordance with the University's spending policy. The Trust's spending is consistent with the University's spending policy.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Annual grants from the Jonathan Edwards Trust support activities of Jonathan Edwards College, a component residential college of Yale University. The Head of Jonathan Edwards College uses the grants to fund various student activities at the College. Support of educational programs operated by or in cooperation with Jonathan Edwards College, including promotion of attendance by students at off-campus artistic and cultural events in the company of Fellows of the College, and sessions over meals devoted to advising and counseling of students by administrators of the College. The Trust receives reports from the Head of Jonathan Edwards College on the expenditures of funds granted to the College and on the program services supported by these expenditures. In 2024, the Trust expended $13,390, for administrative and communications support, reimbursed to a Trustee's company.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
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