2023-06-30T10:31:07-07:00 2022-12-31 061609121 Adam P Cohen CPA LLC 81 South Main St Suite 9 West Hartford CT 06107 990 2022-01-01 066084676 Jonathan Edwards Trust JONA 2034320380 68 High St Jonathan Edwrd College H New Haven CT 06511 Deborah Rose Treasurer 2023-06-30 true Deborah Rose 999009999 true Adam P Cohen P00046319 8605216400 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Eve Rice Chair 416632 false X N/A X 1966 CT Support of educational activities at Jonathan Edwards College and other components of Yale University. 10 10 0 12 0 13072 4449 0 155961 144736 0 169033 149185 111492 0 0 0 3815 57800 21846 57800 133338 111233 15847 1881551 1718815 23538 7506 1858013 1711309 Support of educational activities at Jonathan Edwards College and other components of Yale University. false false 105000 105000 During Calendar 2022, the Trust made direct cash grants to Jonathan Edwards College of Yale University.In March 2022, the Trust paid a grant of $65,000 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.In November 2022, the Trust paid a grant of $40,000 to Jonathan Edwards College of Yale University, in support of various educational programs 6400 6400 Grant in support of the Jonathan Edwards Press. 6324 The Trust incurred expenses for graphic design, editing, postage and delivery following the reprinting of the the Jonathan Edwards College history in 2021. Social media engagement of college alumni and students. 117724 true false false false false false false false false true false true false false true false false false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 1 0 true 0 false false false false false false false 0 false false false false false false false X 10 10 false false false false false false false true false false false true false false false false false false X Deborah Rose Treas 2034320380 c/o JE Heads Office 68 High St New Haven CT 06511 X X Eve Rice Chair + Trustee 1.50 0.00 X X 0 0 0 Miko McGinty Vice Chr + TTEE 3.00 0.00 X X 0 0 0 Deborah Rose Treas + Trustee 1.00 0.00 X X 0 0 0 Suhnne Ahn Secy + Trustee 1.00 0.00 X X 0 0 0 Gary Haller Trustee 0.50 20.00 X 0 0 0 Michael S Barr to May 2022 Trustee 0.50 0.00 X 0 0 0 Mark Ryan Trustee 0.50 0.00 X 0 0 0 Douglas Crowley Trustee 0.50 0.00 X 0 0 0 David Leonhardt Trustee 0.50 0.00 X 0 0 0 Jonathan Dach Trustee 0.50 0.00 X 0 0 0 Masu Haque Trustee 0.50 0.00 X 0 0 0 David P Calleo TrusteeEmeritus 0.10 0.00 X 0 0 0 Paul North from July 2022 Ex officio 0.50 40.00 X 0 0 0 Mark Saltzman to June 2022 Ex officio 0.50 40.00 X 0 0 0 0 false false true 0 4449 4449 0 25676 25676 0 0 0 386507 267447 119060 119060 119060 0 0 0 0 149185 144736 X 111492 111492 0 0 0 0 0 0 0 0 0 0 0 3000 3000 0 0 1431 1431 13950 3487 6975 3488 0 0 212 212 0 0 0 0 0 0 0 0 0 Graphic design and printing 1999 1999 Shipping of books 746 746 Premiums 327 327 Bank and PayPal charges 181 181 0 133338 117724 11799 3815 25031 3118 147069 95624 0 0 0 0 0 0 0 0 0 1709451 1620073 0 0 0 1881551 1718815 23538 7506 23538 7506 X 1858013 1711309 1858013 1711309 1881551 1718815 15847 -162551 X X false false false X X 1 Yale Univ-Jonathan Edwards College 060646973 2 false 0 0 1 0 true false false false false false false false false false false false false false false true false true X true false Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs. The Trustees of the Jonathan Edwards Trust are self-perpetuating, under the terms of the trust indenture. The Head of Jonathan Edwards College ("Head of CollegeX 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. As disclosed in Program Service Accomplishments (Part III, Line 4b) and in Sch. R, there was no cash grant to Yale University during 2021. During 2020 and 2021, the Trust, however, completed the publication of the Jonathan Edwards College history and distributed the book to alumni and students. Through June 2021, one Trustee also served as a trustee of the Yale Corporation, which is Yale University's governing Board. The dual appointment is coincidental, as the Trustee of the Trust had been elected prior to her election to the Yale Corporation. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played The 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. Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu Annual 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 2021, the Trust expended $42,269 in a second printing, distribution and related costs in the publication of a history of Jonathan Edwards College, the support of an intern in the Jonathan Edwards Press, as well as communications, 1709451 -17854 70094 1430 1620073 1428347 346198 63792 1302 1709451 1279437 212284 62107 1267 1428347 1145851 194691 59883 1222 1279437 1182990 48318 84320 1137 1145851 1.00000 false true true 1620073 Exchange - reimbursements 7505 Rounding 1 7506 -13366 -162551 -162551 149185 149185 133338 133338 133338 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. 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. In 2018 Yale changed from annual to quarterly distributions. In 2019 Yale reverted to annual distributions. Distributions in 2018 are effectively for 6 quarters; 4 quarters thereafter. true Yale U JE College 70 High Street New Haven CT 06511 060646973 501(c)(3) 111492 0 Cash grants Support of educational programs 1 0 Additional Supplemental Information 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. false false false false false false false false false Gary Haller Trustee Part II, Compensation from Unrelated Organizations Gary Haller serves as the Director of Yale's Center for Emeritus Faculty. We do not have access to actual salary information. It is understood, however, to be within the scale for an emeritus professor, serving in such a position. Miko McGinty Inc Trustee's co. 13950 Admin support cost false Schedule L, Part V Supplemental Information Miko McGinty, Inc. arranges for payment, on a reimbursement basis, for the Jonathan Edwards College history book, shipping, fulfillment, administrative and marketing support and other expenses of the Trust. Reimbursements total $15,235, including the amount in Part IV. 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. Yale University Woodbridge Hall New Haven CT 06511 060646973 University / education CT 501(c)(3) Line 2 School N/A false false true false false false false false false false false false true true true false false false false false Yale University b 111492 Cash Paid Yale University l In-kind fr univ Yale University m 1430 Cash deducted Yale University n In-kind fr univ Part V, Transactions with Related Organizations - 1b; 1m, n, o, r 1b - The Trust expended $6,400 in support of the Jonathan Edwards Press.In March and November 2022, the Trust paid a grant of $65,000 and $40,000, respectively, 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..1 M - Yale University provides investment management services..1 L, N - Yale University's Jonathan Edwards College's Head of College's office provides the Trust with limited in-kind staff and facilities support, without charge..