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Nonprofiteer
← JONATHAN EDWARDS TRUST

Form 990 for tax year 2025

Filed by JONATHAN EDWARDS TRUST.

Totals

Total revenue
$227,186
Total expenses
$81,479
Contributions and grants received
$75,259
Grants paid
$50,000
Program service revenue
$0
Investment income
$151,927
Other revenue
$0
Total assets, end of year
$2,201,071
Total liabilities, end of year
$600
Net assets or fund balances, end of year
$2,200,471
Program services expenses (Part IX)
$57,553
Management and general expenses
$18,860
Fundraising expenses
$5,066
Program service expenses (Part III)
$57,553

Program services were 70.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $75,259

  • 3 · Investment income

    total $33,628 · excluded $33,628

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $676,090

  • 7b · Less cost or other basis and sales expenses

    securities $557,791

  • 7c · Gain or loss

    securities $118,299

  • 7d · Net gain or loss

    total $118,299 · excluded $118,299

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $353 · management and general $353

  • 11c · Fees: accounting

    total $4,050 · management and general $4,050

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $1,783 · management and general $1,783

  • 11g · Fees: other

    total $20,265 · program services $5,066 · management and general $10,133 · fundraising $5,066

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Reunion

    total $2,487 · program services $2,487

  • 24b · Other expenses: Website and apps

    total $2,486 · management and general $2,486

  • 24c · Other expenses: Bank and PayPal charges

    total $55 · management and general $55

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,705 · end of year $561

  • 2 · Savings and temporary cash investments

    beginning of year $213,344 · end of year $198,566

  • 3 · Pledges and grants receivable

    end of year $21,154

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $1,713,767 · end of year $1,980,790

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 25 · Other liabilities

    beginning of year $600 · end of year $600

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,930,216 · end of year $2,200,471

Mission and programs · 2025

Mission

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

  • During Calendar 2025, the Trust paid a direct cash 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 with Jonathan Edwards College.

    Expenses $50,000 · Grants $50,000

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

    Expenses $7,553

As filed on the 2025 return.

Listed in Part VII

  • Eve Rice to May 2025

    Chair + Trustee

    Total calculated
    $0
    Hours/week
    2
  • Miko McGinty from May 2025

    Chair + Trustee

    Total calculated
    $0
    Hours/week
    2
  • Jonathan Dach

    Treasurer +TTEE

    Total calculated
    $0
    Hours/week
    1
  • Suhnne Ahn

    Secy + Trustee

    Total calculated
    $0
    Hours/week
    1
  • Eve Rice Immediate Past Chair

    Trustee

    Total calculated
    $0
    Hours/week
    1
  • Masu Haque from May 2025

    Vice Chair+TTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • David Leonhardt

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Deborah Rose

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 40 related
  • Mark Ryan

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Masu Haque

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Marco Davis

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Timeica Bethel-Macaire

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Penelope Laurans

    Trustee

    Total calculated
    $0
    Hours/week
    0.5
  • Byron Kim

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Miko McGinty to May 2025

    Vice Chr + TTEE

    Total calculated
    $0
    Hours/week
    2
  • Mark Saltzman

    Ex-officio

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
1 June 2026
IRS schema version
2025v4.1
Source object
202611529349301141

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