2024-02-05T18:23:46-05:00 2023-06-30 813146074 BROWN HIERS KINDER LLC 701 E BAY ST STE 509 CHARLESTON SC 29403 990PF 2022-07-01 132982306 JOHN WINTHROP CHARITABLE TRUST JOHN 8437222228 PO BOX 22527 CHARLESTON SC 29413 JOHN WINTHROP TRUSTEE 8437222228 2024-01-05 true JOHN WINTHROP XXX-XX-XXXX true DANIEL R HIERS P00793615 8438047069 2024-01-15 2022 2023-04-26 12:10:37Z X 8438618 X 205800 14246 14246 14246 71418 71418 71418 453614 1554433 615949 1710 1710 746788 701613 87374 4290 2145 2145 35219 35219 101 101 24769 3516 13317 6528 6483 77696 47509 8628 222000 222000 299696 47509 230628 447092 654104 87374 2 984 984 526510 588674 588674 3066361 3604249 7779749 233977 80035 69211 3826850 4273942 8438618 0 X 3826850 4273942 3826850 4273942 3826850 4273942 3826850 447092 4273942 4273942 350 SH ADOBE SYSTEMS P 2022-03-14 2022-08-12 153968 175683 -21715 -21715 1850 SH JP MORGAN CHASE P 2020-06-26 2022-07-29 210650 193572 17078 17078 5000 SH ALTRIA GROUP D 2009-03-05 2022-07-11 207647 43465 164182 164182 375 SH APPLE P 2020-09-02 2022-09-13 58594 14280 44314 44314 1875 SH APPLE P 2020-09-02 2022-11-07 263260 71409 191851 191851 2500 SH STARBUCKS P 2018-06-29 2022-12-16 256641 131332 125309 125309 1000 SH FIRST REP BANK P 2018-01-26 2023-02-27 122788 90606 32182 32182 75,000 WELLS FARGO BOND 3.45 P 2016-06-21 2023-02-13 75000 78192 -3192 -3192 75,000 APPLE BOND 2.85 P 2017-01-23 2023-02-23 75000 75750 -750 -750 1700 SH TJX P 2018-02-08 2023-04-17 130885 64195 66690 66690 615949 -21715 9092 9092 9092 8500 8500 X 14 606 false false false false false false false true true NY false false false false true N/A JOHN WINTHROP 8437222228 1 N ADGERS WHARF CHARLESTON SC 29401 false false false false false false false false false false false false false false false false false false false false JOHN WINTHROP 1 N ADGERS WHARF CHARLESTON SC 29401 TRUSTEE 000.00 0 0 0 JOHN WINTHROP JR 1 N ADGERS WHARF CHARLESTON SC 29401 TRUSTEE 000.00 0 0 0 NONE NONE N/A 7652147 8474 0 7660621 7660621 114909 7545712 377286 377286 9092 9092 368194 368194 368194 230628 230628 368194 13045 17999 25791 815815 872650 230628 230628 137566 137566 735084 0 735084 735084 JOHN WINTHROP X AMERICAN COLLEGE OF THE BLDG ARTS AMERICAN COLLEGE OF THE BLDG ARTS 649 MEETING STREET 649 MEETING STREET CHARLESTON SC 29403 N/A EXEMPT NP GENERAL 28000 AMERICAN FRIENDS OF MARU-A-PULA AMERICAN FRIENDS OF MARU-A-PULA 3835 NE 86TH ST 3835 NE 68TH ST SEATTLE WA 98115 N/A EXEMPT NP GENERAL 500 AMERICAN INST FOR RESEARCH AMERICAN INST FOR ECON RESEARCH PO BOX 1000 PO BOX 1000 GREAT BARRINGTON MA 01230 N/A EXEMPT NP GENERAL 500 ASSOCIATION FOR THE BLIND ASSOCIATION FOR THE BLIND 1 CARRIAGE LANE 1 CARRIAGE LANE CHARLESTON SC 29407 N/A EXEMPT NP GENERAL 1000 CCAR CCAR 75 CHARTER OAK AVE 75 CHARTER OAK AVE HARTFORD CT 06106 N/A EXEMPT NP GENERAL 4000 CHARLESTON DAY SCHOOL CHARLESTON DAY SCHOOL 15 ARCHDALE ST 15 ARCHDALE ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 1000 CHARLESTON LIBRARY SOCIETY CHARLESTON LIBRARY SOCIETY 164 KING STREET 164 KING STREET CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 1000 CITADEL FOUNDATION THE CITADEL FOUNDATION 171 MOULTRIE STREET 171 MOULTRIE STREET CHARLESTON SC 29409 N/A EXEMPT NP GENERAL 18000 COLLEGE OF CHARLESTON COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE ST 66 GEORGE ST CHARLESTON SC 29424 N/A EXEMPT NP GENERAL 27000 COLONIAL SOCIETY OF MASSACHUSETTS COLONIAL SOCIETY OF MASSACHUSETTS 87 MOUNT VERNON ST 87 MOUNT VERNON ST BOSTON MA 02108 N/A EXEMPT NP GENERAL 1500 DEERFIELD ACADEMY DEERFIELD ACADEMY 7 BOYDEN LANE 7 BOYDEN LANE DEERFIELD MA 01342 N/A EXEMPT NP GENERAL 500 EPIPHANY SCHOOL EPIPHANY SCHOOL 154 CENTRE ST 154 CENTRE ST DORCHESTER MA 02124 N/A EXEMPT NP GENERAL 5500 ETV ENDOWMENT OF SC ETV ENDOWMENT OF SC 401 E KENNEDY ST 401 E KENNEDY ST SPARTANBURG SC 29302 N/A EXEMPT NP GENERAL 500 FATHER TO FATHER INC FATHER TO FATHER INC 4731 MIXSON AVE 4731 MIXSON AVE NORTH CHARLESTON SC 29405 N/A EXEMPT NP GENERAL 34500 HARVARD HARVARD 65 NORTH HARVAD STREET 65 NORTH HARVARD STREET BOSTON MA 02163 N/A EXEMPT NP GENERAL 1600 INDIAN MTN SCHOOL INDIAN MTN SCHOOL 211 INDIAN MTN RD 211 INDIAN MTN RD LAKEVILLE CT 06039 N/A EXEMPT NP GENERAL 500 INTERNATIONAL AFRICAN AMERICAN MUSEUM 10 WHARFSIDE ST 10 WHARFSIDE ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 500 JOHN F KENNEDY LIBRARY FOUNDATION COLUMBIA POINT COLUMBIA POINT BOSTON MA 02125 N/A EXEMPT NP GENERAL 500 NATIONAL GEOGRAPHIC NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW 1145 17TH ST NW WASHINGTON DC 20036 N/A EXEMPT NP GENERAL 5000 ROTARY CLUB OF CHARLESTON BREAKFAST ROTARY CLUB OF CHARLESTON BREAKFAST 4770 GOER DRIVE 4770 GOER DRIVE CHARLESTON SC 29406 N/A EXEMPT NP GENERAL 1000 SALISBURY VOLUNTEER AMBULANCE SERVI SALISBURY VOLUNTEER AMBULANCE SERVI 8 UNDER MOUNTAIN ROAD 8 UNDER MOUNTAIN ROAD SALISBURY CT 06068 N/A EXEMPT NP GENERAL 500 SC AQUARIUM SC AQUARIUM 100 AQUARIUM WHARF 100 AQUARIUM WHARF CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 5000 ST MICHAELS CHURCH ST MICHAELS CHURCH 71 BROAD ST 71 BROAD ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 5800 THE LONGLEAF ALLIANCE THE LONGLEAF ALLIANCE 12130 DIXON CENTER RD 12130 DIXON CENTER RD ANDALUSIA AL 36420 N/A EXEMPT NP GENERAL 1500 TRIDENT UNITED WAY TRIDENT UNITED WAY PO BOX 63305 PO BOX 63305 NORTH CHARLESTON SC 29419 N/A EXEMPT NP GENERAL 10000 VISIONS VISIONS 225 WEST WACKER DRIVE 225 WEST WACKER DRIVE CHICAGO IL 60606 N/A EXEMPT NP GENERAL 2000 WENHAM MUSEUM WENHAM MUSEUM 132 MAIN ST 132 MAIN ST WENHAM MA 01984 N/A EXEMPT NP GENERAL 500 WINDWOOD FAMILY SERVICES WINDWOOD FAMILY SERVICES 900 JOHNNIE DODDS BLVD 900 JOHNNIE DODDS BLVD MT PLEASANT SC 29464 N/A EXEMPT NP GENERAL 1500 WINTHROP UNIVERSITY FOUNDATION WINTHROP UNIVERSITY FOUNDATION 302 TILLMAN HALL 302 TILLMAN HALL ROCK HILL SC 29733 N/A EXEMPT NP GENERAL 22000 AMERICAN FORESTS AMERICAN FORESTS 1220 L ST NW STE 750 1220 L ST NW SET 750 WASHINGTON DC 20005 N/A EXEMPT NP GENERAL 500 AMERICAN LEGION POST 147 AMERICAN LEGION POST 147 968 FOLLY ROAD 968 FOLLY ROAD CHARLESTON SC 29412 N/A EXEMPT NP GENERAL 500 SHARON AUDUBON CENTER SHARON AUDUBON CENTER 325 CORNWALL BRIDGE RD 325 CORNWALL BRIDGE RD SHARON CT 06069 N/A EXEMPT NP GENERAL 500 CAROLINA YOUTH DEVELOPMENT CENTER CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 N/A EXEMPT NP GENERAL 500 CHARLESTON SISTER CITIES INT'L CHARLESTON SISTER CITIES INT'L 334 EAST BAY ST 334 EAST BAY ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 500 COASTAL COMMUNITY FOUNDATION COASTAL COMMUNITY FOUNDATION 1691 TURNBULL AVE 1691 TURNBULL AVE NORTH CHARLESTON SC 29405 N/A EXEMPT NP GENERAL 500 LOWCOUNTRY CHAPLAINS LOWCOUNTRY CHAPLAINS PO BOX 20743 PO BOX 20743 CHARLESTON SC 29813 N/A EXEMPT NP GENERAL 200 DRAYTON HALL PRESERVATION TRUST DRAYTON HALL PRESERVATION TRUST 3380 ASHLEY RIVER RD 3380 ASHLEY RIVER RD CHARLESTON SC 29414 N/A EXEMPT NP GENERAL 500 GOOD CHEER FUND GOOD CHEER FUND 148 WILLIMAN ST 148 WILLIMAN ST CHARLESTON SC 29403 N/A EXEMPT NP GENERAL 500 GRACE CHURCH GRACE CHURCH 98 WENTWORTH ST 98 WENTWORTH ST CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 500 INTERNATIONAL RESCUE COMMITTEE INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 PO BOX 6068 ALBERT LEA MN 56007 N/A EXEMPT NP GENERAL 557 MANCHESTER HISTORICAL SOCIETY MANCHESTER HISTORICAL SOCIETY 175 PINE ST 175 PINE ST MANCHESTER CT 06040 N/A EXEMPT NP GENERAL 500 MANCHESTER LIBRARY MANCHESTER LIBRARY 586 MAIN ST 586 MAIN ST MANCHESTER CT 06040 N/A EXEMPT NP GENERAL 500 NEW ENGLAND COLLEGE NEW ENGLAND COLLEGE 98 BRIDGE ST 98 BRIDGE ST HENNIKER NH 03242 N/A EXEMPT NP GENERAL 1000 ORDER OF FOUNDERS & PATRIOTS AMERIC ORDER OF FOUNDERS & PATRIOTS AMERICA PO BOX 270771 PO BOX 270771 WEST HARTFORD CT 06127 N/A EXEMPT NP GENERAL 100 PLANNED PARENTHOOD PLANNED PARENTHOOD 1312 ASHLEY RIVER RD 1312 ASHLEY RIVER RD CHARLESTON SC 29407 N/A EXEMPT NP GENERAL 1000 PUPPIES BEHIND BARS PUPPIES BEHIND BARS 263 W 38TH ST 4E 263 W 38TH ST 4E NEW YORK NY 10018 N/A EXEMPT NP GENERAL 500 SALISBURY SCHOOL SALISBURY SCHOOL 6279 HOBBS RD 6279 HOBBS RD SALISBURY MD 21804 N/A EXEMPT NP GENERAL 500 ST MARKS SCHOOL ST MARKS SCHOOL 25 MARLBORO RD 25 MARLBORO RD SOUTHBOROUGH MA 01772 N/A EXEMPT NP GENERAL 500 THE BARACK OBAMA FOUNDATION THE BARACK OBAMA FOUNDATION HYDE PARK HYDE PARK CHICAGO IL 60615 N/A EXEMPT NP GENERAL 100 THE CONFEDERATE HOME AND COLLEGE THE CONFEDERATE HOME AND COLLEGE 62 BROAD ST STE 1A 62 BROAD ST STE 1A CHARLESTON SC 29401 N/A EXEMPT NP GENERAL 143 THE FRESH AIR FUND THE FRESH AIR FUND 633 3RD AVE 14TH FL 633 3RD AVE 14TH FL NEW YORK NY 10017 N/A EXEMPT NP GENERAL 500 THE PAUL REVERE MEMORIAL ASSN THE PAUL REVERE MEMORIAL ASSN 19 N ST 19 N ST BOSTON MA 02127 N/A EXEMPT NP GENERAL 500 TRINITY SCHOOL FOR MINISTRY TRINITY SCHOOL FOR MINISTRY 311 11TH ST 311 11TH ST AMBRIDGE PA 15003 N/A EXEMPT NP GENERAL 300 UNIVERSITY OF SC UNIVERSITY OF SC 514 MAIN ST 514 MAIN ST COLUMBIA SC 29208 N/A EXEMPT NP GENERAL 4000 USC EDUCATIONAL FOUNDATION USC EDUCATIONAL FOUNDATION 1027 BARNWELL ST 1027 BARNWELL ST COLUMBIA SC 29201 N/A EXEMPT NP GENERAL 25000 CHARLESTON STAGE WILLIE'S FUND FOR THE FUTURE PO BOX 356 PO BOX 356 CHARLESTON SC 29402 N/A EXEMPT NP GENERAL 200 222000 14 14246 14 71418 18 -21715 475329 OTHER INCOME 1710 63949 477039 540988 3 INTEREST EARNED ON SAVINGS AND TEMP CASH INV FUNDS GRANTS 4 DIVIDENDS EARNED FROM SECURITIES FUNDS GRANTS 8 INCOME FROM SALE OF INVESTMENTS FUNDS GRANTS 11B INCOME FROM AN INVESTMENT FUNDS SETTLEMENTS false false false false false false false false false false X X 1 JOHN WINTHROP 9 LADSON STREET CHARLESTON SC 29401 205800 X 1 5,000 SH ALTRIA GROUP INC 205800 2022-07-06 ACCOUNTING FEES 4290 2145 2145 WELLS FARGO 3.45% APPLE INC 2.85% CONSERVATION FD 80035 69211 APPLE INC BERSHIRE HATHAWAY 147770 858810 BROWN FORMAN 29255 250425 CANADIAN NAT'L RAILWAY 24302 121070 COSTCO WHOLESALE 153978 538380 FASTENAL CO 50575 147475 MARKEL CORP 101653 345795 MASTERCARD INC. 47723 688275 MICROSOFT 46392 340540 NESTLE 90767 300875 NIKE 65671 137963 TJX COS INC FIRST REP BANK STARBUCKS JP MORGAN CHASE ROPER TECH INC 78036 120200 MONSTER BEVERAGE 54759 114880 AMAZON.COM 177142 260720 METTLER TOLEDO INT'L 67965 131164 DEERE & CO 68642 202595 CHARTER COMMUNICATIONS 83334 73474 AON PLC 175867 293420 SHERWIN WILLIAMS 215714 238968 S&P GLOBAL INC 172599 200445 ZOETIS INC 290714 284147 TEXAS INSTRUMENTS INC 222824 225025 ADOBE SYSTEMS INC TRANSDIGM GROUP INC 115042 178833 UNITED HEALTH GROUP 210961 216288 UBER TECHNOLOGIES 192956 266574 IQVIA HOLDINGS 262833 280963 NETFLIX 111221 220245 BROOKFIELD ASSET MGT 94873 98042 MARTIN MARIETTA MATERIAL 84826 115423 TRACTOR SUPPLY 165855 165825 ALPHABET 362910 EXPENSES BANK FEES 90 45 ADMINISTRATIVE EXPENSE 12966 6483 6483 PENALTIES 261 OTHER INCOME 1710 1710 INVESTMENT MANAGEMENT FEES 34969 34969 NYS RETURN FEE 250 250 FOREIGN TAX 3516 3516 EXCISE TAX 21253