Nonprofit · EIN 23-7378001
WINTHROP UNIVERSITY FOUNDATION
Tax-exempt · ROCK HILL, SC 29733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $10,245,717 | $6,689,635 | $3,556,082 | $108,714,349 | $2,821,556 | $105,892,793 |
| December 31, 2024 | 990 | $7,744,181 | $6,386,723 | $1,357,458 | $92,630,830 | $2,968,735 | $89,662,095 |
| December 31, 2023 | 990 | $5,235,855 | $5,212,301 | $23,554 | $82,758,177 | $1,361,194 | $81,396,983 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,422,743
- Program service revenue
- $63,151
- Investment income
- $2,516,288
- Net gain from sales of assets
- -$319
- Other revenue
- $243,535
Expenses
- Grants and similar amounts paid
- $4,581,674
- Compensation of officers, directors and key employees
- $393,503
- Other salaries and wages
- $495,373
- Salaries, compensation and benefits (total)
- $888,876
- Professional fundraising fees
- $0
- Occupancy
- $297,223
- Travel
- $46,201
- Program services (functional)
- $5,434,918
- Management and general (functional)
- $807,564
- Fundraising (functional)
- $447,153
Balance sheet and other
- Total assets, start of year
- $92,630,830
- Total assets, end of year
- $108,714,349
- Total liabilities, end of year
- $2,821,556
- Net assets, end of year
- $105,892,793
- Land, buildings and equipment
- $422,719
- Publicly traded securities
- $100,792,069
- Net assets without donor restrictions
- $7,114,449
- Net assets with donor restrictions
- $98,778,344
- Gross receipts
- $16,613,908
- Employees
- 6
- Volunteers
- 35
- Year formed
- 1973
- State of legal domicile
- SC
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Edward Serna | University Pres. | 10 | $180,000 | $290,636 | $104,638 |
| Mrs Courtney Jurado | Executive Dir. Officer | 40 | $81,231 | $0 | $15,873 |
| Mrs Robin Embry | Frmr. Ex. Dir. Officer | 40 | $69,614 | $0 | $16,406 |
| Mr Robert Tidwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Claude Close | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Bob Breakfield | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ms Chelsea Brown | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Linda Warner | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ms Pat Boutwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Andy Popenfoose | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Matt Dosch | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Terry Grayson-Caprio | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mrs Alice Davis | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Chris Tidwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Suzanne Harnois | Director Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mr Sylvester Owens | Vice President Trustee or director, Officer | 1 | $0 |
| Dr Sue Rex | Director Trustee or director | 1 | $0 |
| Dr Andy Wilson | President Trustee or director, Officer | 1 | $0 |
| Mr Harry Emerson | Director Trustee or director | 1 | $0 |
| Mrs Casey Ferri | Director Trustee or director | 1 | $0 |
| Mr Mike Smiley | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Edward Serna | University Pres. | 10 | $180,000 | $257,990 | $114,511 |
| Mrs Robin Embry | Executive Dir. Officer | 40 | $129,671 | $0 | $42,174 |
| Mr Claude Close | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Bob Breakfield | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ms Chelsea Brown | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Linda Warner | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mr Eric Kleman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Andy Popenfoose | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Matt Dosch | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Terry Grayson-Caprio | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mr Creighton Hayes | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Chris Tidwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Suzanne Harnois | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Sylvester Owens | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dr Sue Rex | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dr Andy Wilson | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mr Harry Emerson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Casey Ferri | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Scott Melton | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Edward Serna | University Pres. | 10 | $175,001 | $249,874 | $109,286 |
| Mrs Robin Embry | Executive Dir. Officer | 40 | $127,019 | $0 | $36,847 |
| Mr Peter Moroni | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mr Claude Close | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Catherine Faircloth | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Bob Breakfield | Past President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ms Chelsea Brown | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Linda Warner | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mr Eric Kleman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Andy Popenfoose | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Matt Dosch | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Terry Grayson-Caprio | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Creighton Hayes | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Chris Tidwell | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Suzanne Harnois | Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Jan Ivey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Sylvester Owens | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Dawn Johnson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dr Sue Rex | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Dr Andy Wilson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mr Harry Emerson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mrs Casey Ferri | Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Mr Scott Melton | Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2020 ALUMNI DRIVE STEWART HOUSE, ROCK HILL, SC 29733-0001
- In care of
- % WINTHROP FOUNDATION
- Signed the 990
- Courtney Jurado, Executive Dir.
- Phone
- (803) 323-2229
- Return prepared by
- Foard and Company PA
Mission
TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES.
Program accomplishments
- SUPPORT FOR WINTHROP UNIVERSITY, A SOUTH CAROLINA PUBLIC HIGHER EDUCATION INSTITUTION LOCATED IN ROCK HILL, SC, WHOSE LEGISLATIVE CHARTER INCLUDES A MANDATE TO BE A "FIRST-CLASS INSTITUTION OF HIGHER EDUCATION" OFFERING AN EDUCATIONAL EXPERIENCE "AS THE PROGRESS OF THE TIMES MAY REQUIRE". SUPPORT IS MADE THROUGH SCHOLARSHIPS, GRANTS, SALARY SUPPLEMENTS, AND OTHER DISCRETIONARY SUPPORT THAT PROMOTES THE GROWTH, DEVELOPMENT AND ADVANCEMENT OF ITS EDUCATIONAL GOALS.Expenses $5,405,918 · grants $4,552,674
- GRANT TO WINTHROP UNIVERSITY ALUMNI ASSOCIATION, ANOTHER 501(C)3 ORGANIZATION, FOR OPERATIONAL SUPPORT TO BUILD ENGAGEMENT, LOYALTY, CONNECTIONS, RESOURCES AND GOODWILL AMONG UNIVERSITY STUDENTS, GRADUATES AND NON-GRADUATE ALUMNI AND FRIENDS.Expenses $29,000 · grants $29,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7378001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43I)
- Assets (IRS master file)
- $108,714,349
- Income (IRS master file)
- $16,613,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $10,245,717 | $6,689,635 | $108,714,349 | XML |
| 990 | December 2024 | $7,744,181 | $6,386,723 | $92,630,830 | IRS |
| 990 | December 2023 | $5,235,855 | $5,212,301 | $82,758,177 | XML |
| 990 | December 2022 | $6,254,328 | $4,646,438 | $73,833,927 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 23-7378001).
Questions about WINTHROP UNIVERSITY FOUNDATION
- What is the EIN of WINTHROP UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of WINTHROP UNIVERSITY FOUNDATION is 23-7378001.
- Is WINTHROP UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to WINTHROP UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINTHROP UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WINTHROP UNIVERSITY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINTHROP UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of WINTHROP UNIVERSITY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 21 people; 3 received compensation from the organization, the highest $180,000 (Dr Edward Serna, University Pres.).
- How much revenue does WINTHROP UNIVERSITY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $10,245,717, expenses of $6,689,635 and total assets of $108,714,349 at year end.
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