John Winthrop Charitable Trust

Charleston, SC
Tax-exempt since Aug. 1979
EIN: 13-2982306

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$838k (2024)

Expenses

$317k (2024)

Total Assets

$4.8M (2024)

Total Liabilities

$3.17k (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$837,959

Expenses

$316,891

Net Income

$521,068

Net Assets

$4,795,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	3.0%
Interest Revenue	$13,767	1.6%
Dividends	$100,525	12.0%
Sales of Assets	$698,667	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,383	80.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,798,176
Total Liabilities	$3,166
Net Assets	$4,795,010

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Oct. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$746,788

Expenses

$299,696

Net Income

$447,092

Net Assets

$4,273,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$205,800	27.6%
Interest Revenue	$14,246	1.9%
Dividends	$71,418	9.6%
Sales of Assets	$453,614	60.7%
Other Income	$1,710	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,628	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,273,942
Total Liabilities	$0
Net Assets	$4,273,942

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Feb. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$1,479,057

Expenses

$1,275,349

Net Income

$203,708

Net Assets

$3,826,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$589,614	39.9%
Interest Revenue	$8,342	0.6%
Dividends	$66,064	4.5%
Sales of Assets	$814,901	55.1%
Other Income	$136	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,216,169	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,826,850
Total Liabilities	$0
Net Assets	$3,826,850

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 22, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$771,657

Expenses

$444,064

Net Income

$327,593

Net Assets

$3,623,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	25.9%
Interest Revenue	$9,924	1.3%
Dividends	$78,373	10.2%
Sales of Assets	$482,704	62.6%
Other Income	$656	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$396,524	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,632,142
Total Liabilities	$9,000
Net Assets	$3,623,142

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$148,482

Expenses

$384,027

Net Income

-$235,545

Net Assets

$3,295,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$107,540	72.4%
Interest Revenue	$7,320	4.9%
Dividends	$67,271	45.3%
Sales of Assets	$0
Other Income	$371	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,943	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,318,549
Total Liabilities	$23,000
Net Assets	$3,295,549

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$523,851

Expenses

$361,192

Net Income

$162,659

Net Assets

$3,531,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$340,748	65.0%
Interest Revenue	$9,733	1.9%
Dividends	$67,552	12.9%
Sales of Assets	$104,935	20.0%
Other Income	$883	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$299,123	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,553,394
Total Liabilities	$22,300
Net Assets	$3,531,094

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$646,665

Expenses

$303,369

Net Income

$343,296

Net Assets

$3,368,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$351,044	54.3%
Interest Revenue	$6,986	1.1%
Dividends	$78,702	12.2%
Sales of Assets	$209,933	32.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,704	80.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,376,735
Total Liabilities	$8,300
Net Assets	$3,368,435

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$767,768

Expenses

$274,479

Net Income

$493,289

Net Assets

$3,025,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$484,120	63.1%
Interest Revenue	$4,639	0.6%
Dividends	$72,459	9.4%
Sales of Assets	$206,550	26.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,685	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,033,639
Total Liabilities	$8,500
Net Assets	$3,025,139

Compensation

Key Employees and Officers	Compensation	Other
John Winthrop (Trustee)	$0	$0
John Winthrop Jr (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$253,316

Expenses

$245,020

Net Income

$8,296

Net Assets

$2,486,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$133,565	52.7%
Interest Revenue	$5,562	2.2%
Dividends	$41,775	16.5%
Sales of Assets	$72,414	28.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,028	80.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,496,228
Total Liabilities	$9,500
Net Assets	$2,486,728

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$219,916

Expenses

$232,943

Net Income

-$13,027

Net Assets

$2,478,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$129,927	59.1%
Interest Revenue	$7,873	3.6%
Dividends	$43,486	19.8%
Sales of Assets	$38,630	17.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,115	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,480,432
Total Liabilities	$2,000
Net Assets	$2,478,432

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$249,295

Expenses

$193,244

Net Income

$56,051

Net Assets

$2,491,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,139	40.2%
Interest Revenue	$11,762	4.7%
Dividends	$49,002	19.7%
Sales of Assets	$88,392	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,380	77.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,491,459
Total Liabilities	$0
Net Assets	$2,491,459

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$376,734

Expenses

$209,247

Net Income

$167,487

Net Assets

$2,435,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,366	27.2%
Interest Revenue	$14,076	3.7%
Dividends	$46,809	12.4%
Sales of Assets	$213,483	56.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,620	82.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,435,408
Total Liabilities	$0
Net Assets	$2,435,408

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John Winthrop Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $838k (2024)

Expenses $317k (2024)

Total Assets $4.8M (2024)

Total Liabilities $3.17k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$838k (2024)

Expenses

$317k (2024)

Total Assets

$4.8M (2024)

Total Liabilities

$3.17k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002