Jonathan Edwards Trust
- Assets
- $1.9m
- Revenue
- $169.0k
- Investments
- $1.7m
- Employees
- 0
- Location
- New Haven, CT
- Founding
- 03/1968
- Data as of
- 12/2021
- EIN
- 06-6084676
Organization Overview
Jonathan Edwards Trust is located in New Haven, CT. The organization was established in 1968. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jonathan Edwards Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Jonathan Edwards Trust generated $169.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.9% each year. All expenses for the organization totaled $57.8k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT OF EDUCATIONAL ACTIVITIES AT JONATHAN EDWARDS COLLEGE AND OTHER COMPONENTS OF YALE UNIVERSITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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. SOCIAL MEDIA ENGAGEMENT OF COLLEGE ALUMNI AND STUDENTS.
SUPPORT FOR A STUDENT INTERN IN THE JONATHAN EDWARDS PRESS.
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 CONJUNCTION WITH JONATHAN EDWARDS COLLEGE.FOLLOWING THE MARCH 2020 ONSET OF THE COVID-19 PANDEMIC AND SUSPENSION OF MOST IN-PERSON CLASSES AND CULTURAL EVENTS THE HEAD OF COLLEGE INDICATED THAT NO FURTHER GRANT FUNDING WOULD BE NEEDED THROUGH 2021.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Eve Rice Trustee | Trustee | 0.5 | $0 |
Miko Mcginty Sec'y + Trustee | OfficerTrustee | 3 | $0 |
Deborah Rose Treas + Trustee | OfficerTrustee | 1.5 | $0 |
David P Calleo Trustee | Trustee | 0.5 | $0 |
Mark Ryan To May 2021 Trustee + Chair | Trustee | 1.5 | $0 |
Gary Haller Trustee | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $13,072 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $13,072 |
| Total Program Service Revenue | $0 |
| Investment income | $6,856 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $149,105 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $169,033 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,302 |
| Fees for services: Other | $13,754 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $1,307 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,334 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $57,800 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $25,031 |
| Savings and temporary cash investments | $147,069 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $1,709,451 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,881,551 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $23,538 |
| Total liabilities | $23,538 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $1,858,013 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,881,551 |
Endowment Analysis
| Beg. Balance | $1,428,347 |
| Earnings | $346,198 |
| Admin Expense | $1,302 |
| Other Expense | $63,792 |
| Ending Balance | $1,709,451 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bam Endowment Trust Brooklyn, NY | $106,959,115 | $5,566,840 |
John R Oishei Consolidated Tr 01091998 Buffalo, NY | $21,967,662 | $5,743,689 |
Goldstein Family Foundation Spring Valley, NY | $15,534,248 | $10,502,547 |
Sol Goldman Charitable Trust New York, NY | $0 | $3,639,060 |
Schwartz Fam Foundation Tr New York, NY | $15,701,646 | $4,641,500 |
Lyford Cay Foundation Inc Greenwich, CT | $29,953,842 | $2,393,799 |
Wings For Things Foundation Inc Sandy Hook, CT | $31,046,537 | $6,302,092 |
Stephanie And Lawrence Flinn Jr Charitable Trust Rye, NY | $38,008,610 | $1,545,118 |
Sunshine Foundation Woodbury, NY | $26,794,175 | $2,071,620 |
Peter A And Deborah L Weinberg Family Foundation Albany, NY | $9,427,245 | $1,958,603 |
Trustees Under The Will Of Herman Dana Newton, MA | $0 | $3,151,156 |
Borrego Foundation Larchmont, NY | $44,485,466 | $2,189,586 |