Jonathan Havens Charitable Trust

RALEIGH, NC EIN: 56-6378684

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.1M

+3.8% YoY

Annual Giving

$46K

-37.2% YoY

Grant Count

-57.1% YoY

Avg Grant Size

$8K

+46.4% YoY

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.

About Jonathan Havens Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $314K (99%)

South Carolina $4K (1%)

States

North Carolina South Carolina

Cities

BathChocowinitySpartanburgWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$1,144,407	$1,102,564	$1,136,464
Revenue	$124,755	$74,611	$63,132
Expenses	$82,912	$108,511	$107,133
Qualifying Distributions	$64,161	$91,793	$90,983
Net Investment Income	$106,960	$58,398	$47,829
Distributable Amount	$87,710	$80,863	$75,709

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

43 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Purpose of God Annex Outreach Ctr ($15,000), Open Door Commuity Center ($10,000), Coastal Pregnancy Center ($10,000).

Recipient	Purpose	Amount
OPEN DOOR COMMUITY CENTER WASHINGTON, NC	501C3 PURPOSES	$10,000
COASTAL PREGNANCY CENTER WASHINGTON, NC	501C3 PURPOSES	$10,000
PURPOSE OF GOD ANNEX OUTREACH CTR WASHINGTON, NC	501C3 PURPOSES	$15,000
LITERACY VOLUNTEERS OF BEAUFORT CO WASHINGTON, NC	501C3 PURPOSES	$2,000
CHILDRENS CANCER PARTNERS SPARTANBURG, SC	501C3 PURPOSES	$3,500
HISTORIC PORT OF WASHINGTON PROJECT WASHINGTON, NC	501C3 PURPOSES	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JAMES G SULLIVAN	CHAIRMAN	0.5	$5,500
DAVID FRANCISCO	DIRECTOR	0.25	$388
DAVID R EMSWILER	SECRETARY	0.5	—

Frequently Asked Questions

How large is Jonathan Havens Charitable Trust?

As of 2025, Jonathan Havens Charitable Trust holds $1.1M in total assets with $125K in annual revenue. It awarded 6 grants totaling $46K in 2025.

Where does Jonathan Havens Charitable Trust operate?

Jonathan Havens Charitable Trust has awarded grants in North Carolina, South Carolina.

What size grants does Jonathan Havens Charitable Trust award?

In 2025, Jonathan Havens Charitable Trust awarded 6 grants totaling $46K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is Jonathan Havens Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Jonathan Havens Charitable Trust reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.