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Nonprofit · EIN 57-0907666

JOHN AND KATHLEEN RIVERS FOUNDATION INC

Tax-exempt · CHARLESTON, SC 29401

Financials

$171K$206K2023$716K$247K2024$5.4M$141K2025
Revenue Expenses · by fiscal year end
Financials of JOHN AND KATHLEEN RIVERS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,356,210$140,770$5,215,440$5,960,352$0$5,960,352
December 31, 2024990-PF (amended)$716,315$246,578$469,737$3,465,372$0$3,465,372
December 31, 2023990-PF$171,291$205,922-$34,631$2,995,635$0$2,995,635
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$3,000,019
Dividends
$121,971
Interest
$1
Net gain from sales of assets
$2,234,198
Other income
$21

Expenses

Grants and similar amounts paid
$94,000
Disbursements for charitable purposes
$94,660
Excise tax on investment income
$32,110

Balance sheet and other

Total assets, start of year
$3,465,372
Total assets, end of year
$5,960,352
Total liabilities, end of year
$0
Net assets, end of year
$5,960,352
Fair market value of assets
$8,211,128
Qualifying distributions
$94,660
Net investment income
$2,356,191

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Thomas Waring
40 Calhoun Street, Suite 500, Charleston, SC 29403
Director0$0
J Rutledge Young Jr
40 Calhoun Street, Suite 500, Charleston, SC 29403
Director0$0
Tricia C Cordina
40 Calhoun Street, Suite 500, Charleston, SC 29403
Director0$0
J Lawson Johnson III
40 Calhoun Street, Suite 500, Charleston, SC 29403
Director0$0
Karen Phillips
40 Calhoun Street, Suite 500, Charleston, SC 29403
Treasurer0$0
John M Rivers Jr
40 Calhoun St, Suite 500, Charleston, SC 29403
President0$0
David H Maybank Jr
40 Calhoun Street, Suite 500, Charleston, SC 29403
Vice President0$0
Anne T Pope
40 Calhoun Street, Suite 500, Charleston, SC 29403
Secretary0$0
Anne H Blessing
PO Box 3067, Charleston, SC 29403
Assist Secretary0$0
990-PF for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
JOHN M RIVERS JR
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
PRESIDENT/DI0$0
DAVID H MAYBANK JR
50 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
VICE PRESIDE0$0
ANNE T POPE
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
SECRETARY/DI0$0
ANNE H BLESSING
PO BOX 3067, 50 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
ASSIST SECR/0$0
KAREN PHILLIPS
40 CALHOUN ST SUITE 500, CHARLESTON, SC 29403
TREASURER/DI0$0
THOMAS WARING
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
J RUTLEDGE YOUNG JR
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
TRICIA C CORDINA
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
J LAWSON JOHNSON III
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
JOHN M RIVERS JR
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
PRESIDENT/DI0$0
DAVID H MAYBANK JR
50 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
VICE PRESIDE0$0
ANNE T POPE
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
SECRETARY/DI0$0
ANNE H BLESSING
PO BOX 3067, 50 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
ASSIST SECR/0$0
KAREN PHILLIPS
40 CALHOUN ST SUITE 500, CHARLESTON, SC 29403
TREASURER/DI0$0
THOMAS WARING
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
J RUTLEDGE YOUNG JR
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
TRICIA C CORDINA
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0
J LAWSON JOHNSON III
40 CALHOUN STREET SUITE 500, CHARLESTON, SC 29403
DIRECTOR0$0

Address and contacts

Address (IRS master file)
40 CALHOUN ST STE 500, CHARLESTON, SC 29401-3530
Signed the 990-PF
John M Rivers Jr, President
Phone
(843) 723-9900
Return prepared by
Forvis Mazars LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
57-0907666
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,960,352
Income (IRS master file)
$9,413,074

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,356,210$140,770$5,960,352IRS
990-PFDecember 2024$716,315$246,578$3,465,372XML
990-PFDecember 2023$171,291$205,922$2,995,635XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 57-0907666).

Questions about JOHN AND KATHLEEN RIVERS FOUNDATION INC

What is the EIN of JOHN AND KATHLEEN RIVERS FOUNDATION INC?
The employer identification number (EIN) of JOHN AND KATHLEEN RIVERS FOUNDATION INC is 57-0907666.
Is JOHN AND KATHLEEN RIVERS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JOHN AND KATHLEEN RIVERS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND KATHLEEN RIVERS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND KATHLEEN RIVERS FOUNDATION INC 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 JOHN AND KATHLEEN RIVERS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JOHN AND KATHLEEN RIVERS FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does JOHN AND KATHLEEN RIVERS FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,356,210, expenses of $140,770 and total assets of $5,960,352 at year end.

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