Jonathan Havens Charitable Trust
Jonathan Havens Charitable Trust is a private foundation, based in Raleigh, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 6 grants totaling $46K. Net investment income was $107K.
Jonathan Havens Charitable Trust at a glance
In short: Jonathan Havens Charitable Trust gave $46K across 6 grants in 2025 (avg $8K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,500
- -37.2% vs 2024
- Grants made (2025)
- 6
- -57.1% vs 2024
- Average grant
- $7,583
- +46.4% vs 2024
- Median grant
- $7,500
- Total assets
- $1,144,407
- +3.8% vs 2024
- Primary geography
- North Carolina (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jonathan Havens Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Purpose of God Annex Outreach Ctr ($15K). Together the top 6 received $46K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 43 grants of 43 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Jonathan Havens Charitable Trust gives
- Giving fell 25% from 2022 to 2025. Method
- In 2025 it paid out 73% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $46K (2025) to $73K (2024). In 2025 it made 6 grants totaling $46K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Purpose of God Annex Outreach Ctr Washington, NC | 501C3 Purposes | $15,000 |
| Open Door Commuity Center Washington, NC | 501C3 Purposes | $10,000 |
| Coastal Pregnancy Center Washington, NC | 501C3 Purposes | $10,000 |
| Historic Port of Washington Project Washington, NC | 501C3 Purposes | $5,000 |
| Childrens Cancer Partners Spartanburg, SC | 501C3 Purposes | $3,500 |
| Literacy Volunteers of Beaufort CO Washington, NC | 501C3 Purposes | $2,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,144,407 | $124,755 | $82,912 | $45,500 | 6 | $64,161 | $106,960 | $87,710 |
| 2024 | $1,102,564 | $74,611 | $108,511 | $72,500 | 14 | $91,793 | $58,398 | $80,863 |
| 2023 | $1,136,464 | $63,132 | $107,133 | $72,500 | 7 | $90,983 | $47,829 | $75,709 |
| 2022 | $1,180,465 | $80,407 | $97,166 | $60,500 | 6 | $75,407 | $59,461 | $85,545 |
| 2021 | $1,197,224 | $77,707 | $106,632 | $66,000 | 10 | — | $57,926 | $81,621 |
Under IRS private-foundation payout rules, Jonathan Havens Charitable Trust reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Jonathan Havens Charitable Trust is led by James G. Sullivan, Chairman on every filing since 2021; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
James G. Sullivan
Chairman
On filings since 2021
0.5 hrs/week
$10K (2021) → $6K (2025)
David Francisco
Director
On filings since 2021
0.3 hrs/week
$920 (2021) → $388 (2025)
David R. Emswiler
Secretary
On filings since 2021
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to James G Sullivan (Chairman). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Jonathan Havens Charitable Trust
How much does Jonathan Havens Charitable Trust give each year?
Jonathan Havens Charitable Trust gave $46K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $73K across 14 grants.
What is Jonathan Havens Charitable Trust's typical grant size?
Jonathan Havens Charitable Trust's median grant in 2025 was $7,500, and its average grant was $7,583, across 6 grants on its 2025 IRS Form 990-PF.
Where does Jonathan Havens Charitable Trust give grants?
Jonathan Havens Charitable Trust gives mostly in North Carolina: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Carolina (8%). The most frequent recipient cities were Washington, NC (5 grants).
Does Jonathan Havens Charitable Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Jonathan Havens Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "501C3 Purposes" (6 grants).
Who are Jonathan Havens Charitable Trust's largest grantees?
Jonathan Havens Charitable Trust's largest 2025 grantees include Purpose of God Annex Outreach Ctr ($15,000), Open Door Commuity Center ($10,000) and Coastal Pregnancy Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Jonathan Havens Charitable Trust?
Jonathan Havens Charitable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Jonathan Havens Charitable Trust's EIN?
Jonathan Havens Charitable Trust's EIN (Employer Identification Number) is 56-6378684. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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