Nonprofit · EIN 13-2982306
JOHN WINTHROP CHARITABLE TRUST
Tax-exempt · CHARLESTON, SC 29413
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $325,282 | $727,151 | -$401,869 | $4,393,141 | $0 | $4,393,141 |
| June 30, 2024 | 990-PF | $837,959 | $316,891 | $521,068 | $4,798,176 | $3,166 | $4,795,010 |
| June 30, 2023 | 990-PF | $746,788 | $299,696 | $447,092 | $4,273,942 | $0 | $4,273,942 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $199,500
- Dividends
- $96,749
- Interest
- $3,875
- Net gain from sales of assets
- $24,820
- Other income
- $338
Expenses
- Grants and similar amounts paid
- $648,961
- Disbursements for charitable purposes
- $653,904
- Excise tax on investment income
- $1,243
Balance sheet and other
- Total assets, start of year
- $4,798,176
- Total assets, end of year
- $4,393,141
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,393,141
- Fair market value of assets
- $10,765,048
- Qualifying distributions
- $653,904
- Net investment income
- $125,782
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WINTHROP 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
| JOHN WINTHROP JR 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WINTHROP 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
| JOHN WINTHROP JR 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN WINTHROP 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
| JOHN WINTHROP JR 1 N ADGERS WHARF, CHARLESTON, SC 29401 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22527, CHARLESTON, SC 29413-2527
- In care of
- % WOOD STRUTHERS & WINTHROP
- Signed the 990-PF
- JOHN WINTHROP JR, TRUSTEE
- Phone
- (843) 722-2228
- Return prepared by
- BROWN HIERS KINDER LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-2982306
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1979
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,393,141
- Income (IRS master file)
- $1,597,773
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $325,282 | $727,151 | $4,393,141 | XML |
| 990-PF | June 2024 | $837,959 | $316,891 | $4,798,176 | XML |
| 990-PF | June 2023 | $746,788 | $299,696 | $4,273,942 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2982306).
Questions about JOHN WINTHROP CHARITABLE TRUST
- What is the EIN of JOHN WINTHROP CHARITABLE TRUST?
- The employer identification number (EIN) of JOHN WINTHROP CHARITABLE TRUST is 13-2982306.
- Is JOHN WINTHROP CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to JOHN WINTHROP CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN WINTHROP CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN WINTHROP CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN WINTHROP CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of JOHN WINTHROP CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOHN WINTHROP CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $325,282, expenses of $727,151 and total assets of $4,393,141 at year end.
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