Civic Intelligence

Jonathan Edwards Trust

990 • Fiscal year 2023 • EIN 06-6084676

Jan 01, 2023 to Dec 31, 2023 • Filed on May 29, 2024

Organization ProfileN/A
68 High St Jonathan Edwrd College HNew Haven, CT 06511

(203) 432-0380

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.5%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,676,090

Down $42,725 (-2.5%) from 2022

Net Assets

Down

$1,676,090

Down $35,219 (-2.1%) from 2022

Liabilities

Down

$0

Down $7,506 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin49th percentile

Revenue

Down

$106,150

Down $43,035 (-29%) from 2022

Expenses

Down

$102,479

Down $30,859 (-23%) from 2022

Net Income

Down

$3,671

Down $12,176 (-77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2023

Assets$1,676,090
Liabilities$0
Net Assets$1,676,090
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$106,150
Expenses$102,479
Net Income$3,671
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 29, 2024
Return Version
2023v5.0
Gross Receipts
$106,150
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$1,711,309$1,676,090▼ $35,219
Investments Other Securities$1,620,073$1,584,809▼ $35,264
Savings and Temporary Cash Investments$95,624$82,610▼ $13,014
Cash and Non-Interest-Bearing Accounts$3,118$8,671▲ $5,553
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$1,718,815$1,676,090▼ $42,725
Other Assets Total-$0-
Liabilities
Other Liabilities$7,506--
Total Liabilities$7,506$0▼ $7,506
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,711,309$1,676,090▼ $35,219
Total Liabilities and Net Assets / Fund Balance$1,718,815$1,676,090▼ $42,725

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$1,145,851-▲ $194,691$59,883$1,279,437
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Eve RiceChair + Trustee
Suhnne AhnSecy + Trustee
Deborah RoseTreas + Trustee
David LeonhardtTrustee
Douglas Crowley Dec'd 12024Trustee
Gary Haller to 52023Trustee
Jonathan DachTrustee
Marco Davis from 62023Trustee
Mark RyanTrustee
Masu HaqueTrustee
Timeica Bethel-Macaire fr 623Trustee
David P Calleo Dec'd 62023TrusteeEmeritus
Gary Haller from 62023TrusteeEmeritus
Paul NorthEx officio
Miko McGintyVice CHR + TTEE
Revenue and Support

Revenue Composition

Contributions and Grants
$24,411
Program Service Revenue
$0
Investment Income
$81,739
Other Revenue
$0
All Other Contributions
$24,411
Change in Net Assets
$3,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$106,150
Revenue Not Reported on Form 990
$-38,890
Total Revenue per Audited Statements
$67,260
Total Revenue per Form 990
$106,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,850
Other Expenses$21,629
Total Fundraising Expense$3,641
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,850--$80,850
Fees for Services Other$3,210$6,420$3,210$12,840
Fees for Services Accounting-$3,300-$3,300
Fees for Service Investment Mgmnt Fees-$1,559-$1,559
Information Technology-$1,504-$1,504
Other Expenses$1,918$77$431$77
Total Functional Expenses$85,978$12,860$3,641$102,479

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$102,479
Total Expenses per Audited Statements$102,479
Total Expenses per Form 990$102,479
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Yale U JE CollegeNew Haven, CT501(c)(3)Support of educational programs$80,850
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$16,262

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
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
Deborah Rose
Title
Treasurer
Signed
2024-05-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eve Rice Chair
Formed
1966
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

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 606 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/Form990PartVIISectionAGrp/TitleTxt0Chair + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chr + TTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treas + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secy + Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt13TrusteeEmeritus
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IRS990/GainOrLossGrp/SecuritiesAmt064749
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt080850
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080850
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080850
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt064749
IRS990/GrossReceiptsAmt0106150
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01504
IRS990/InformationTechnologyGrp/TotalAmt01504
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt016990
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016990
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01620073
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01584809
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/IRPDocumentCnt01
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Support of educational activities at Jonathan Edwards College and other components of Yale University.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01711309
IRS990/NetAssetsOrFundBalancesEOYAmt01676090
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064749
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064749
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-38890
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Graphic design and printing
IRS990/OtherExpensesGrp/Desc1Bank and PayPal charges
IRS990/OtherExpensesGrp/Desc2Meetings
IRS990/OtherExpensesGrp/FundraisingAmt0431
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt077
IRS990/OtherExpensesGrp/ProgramServicesAmt01918
IRS990/OtherExpensesGrp/TotalAmt01918
IRS990/OtherExpensesGrp/TotalAmt1431
IRS990/OtherExpensesGrp/TotalAmt277
IRS990/OtherLiabilitiesGrp/BOYAmt07506
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Eve Rice Chair
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Trust incurred expenses for graphic design, editing of the Trust's communications and social media engagement with college alumni and students.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt05128
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04449
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0111492
IRS990/PYInvestmentIncomeAmt0144736
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt021846
IRS990/PYRevenuesLessExpensesAmt015847
IRS990/PYTotalExpensesAmt0133338
IRS990/PYTotalRevenueAmt0149185
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03671
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095624
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082610
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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 2023, 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 2023, the Trust expended $14,758 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
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0060646973
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt080850
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Yale Univ-Jonathan Edwards College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt080850
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01559
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01620073
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01584809
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt042708
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt076413
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01709451
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01620073
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-17854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt070094
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01428347
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01709451
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0346198
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt063792
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01267

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,676,090
Liabilities
$0
Net assets
$1,676,090
Revenue
$106,150
Expenses
$102,479
Net income
$3,671
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