Civic Intelligence

John Winthrop Charitable Trust

990PF • Fiscal year 2019 • EIN 13-2982306

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 04, 2019

Organization Profile
PO Box 22527Charleston, SC 29413

(843) 722-2228

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.01x

Higher debt load relative to assets than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

60th percentile

5.2%

Faster asset growth than 60% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$3,553,394

Up $176,659 (+5.2%) from 2018

Net Assets

Up

$3,531,094

Up $162,659 (+4.8%) from 2018

Liabilities

Up

$22,300

Up $14,000 (+169%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin82nd percentile

Revenue

Down

$523,851

Down $122,814 (-19%) from 2018

Expenses

Up

$361,192

Up $57,823 (+19%) from 2018

Net Income

Down

$162,659

Down $180,637 (-53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2012: $2,435,408Liabilities 2012: $02012Assets 2013: $2,491,459Liabilities 2013: $02013Assets 2014: $2,480,432Liabilities 2014: $2,0002014Assets 2015: $2,496,228Liabilities 2015: $9,5002015Assets 2017: $3,033,639Liabilities 2017: $8,500Net Assets 2017: $3,025,1392017Assets 2018: $3,376,735Liabilities 2018: $8,300Net Assets 2018: $3,368,4352018Assets 2019: $3,553,394Liabilities 2019: $22,300Net Assets 2019: $3,531,0942019Assets 2020: $3,318,549Liabilities 2020: $23,000Net Assets 2020: $3,295,5492020Assets 2021: $3,632,142Liabilities 2021: $9,000Net Assets 2021: $3,623,1422021Assets 2022: $3,826,850Liabilities 2022: $0Net Assets 2022: $3,826,8502022Assets 2023: $4,273,942Liabilities 2023: $0Net Assets 2023: $4,273,9422023Assets 2024: $4,798,176Liabilities 2024: $3,166Net Assets 2024: $4,795,0102024Assets 2025: $4,393,141Liabilities 2025: $0Net Assets 2025: $4,393,1412025

Highlighted filing

2019

Assets$3,553,394
Liabilities$22,300
Net Assets$3,531,094
Open 2019 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2012: $376,734Expenses 2012: $209,247Net Income 2012: $167,4872012Revenue 2013: $249,295Expenses 2013: $193,244Net Income 2013: $56,0512013Revenue 2014: $219,916Expenses 2014: $232,943Net Income 2014: -$13,0272014Revenue 2015: $253,316Expenses 2015: $245,020Net Income 2015: $8,2962015Revenue 2017: $767,768Expenses 2017: $274,479Net Income 2017: $493,2892017Revenue 2018: $646,665Expenses 2018: $303,369Net Income 2018: $343,2962018Revenue 2019: $523,851Expenses 2019: $361,192Net Income 2019: $162,6592019Revenue 2020: $148,482Expenses 2020: $384,027Net Income 2020: -$235,5452020Revenue 2021: $771,657Expenses 2021: $444,064Net Income 2021: $327,5932021Revenue 2022: $1,479,057Expenses 2022: $1,275,349Net Income 2022: $203,7082022Revenue 2023: $746,788Expenses 2023: $299,696Net Income 2023: $447,0922023Revenue 2024: $837,959Expenses 2024: $316,891Net Income 2024: $521,0682024Revenue 2025: $325,282Expenses 2025: $727,151Net Income 2025: -$401,8692025

Highlighted filing

2019

Revenue$523,851
Expenses$361,192
Net Income$162,659
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 4, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WINTHROPTrustee-$0--
JOHN WINTHROP JRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John Winthrop Charitable Trust
EIN
13-2982306
Phone
8437222228
Address
PO BOX 22527, CHARLESTON, SC 29413

Signing Officer

Name
John Winthrop
Title
Trustee
Phone
8437222228
Signed
2019-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Brown Hiers Kinder LLC
Address
701 EAST BAY STREET STE 410, CHARLESTON, SC 29403-5094
Preparer
David P Brown
Phone
8438011502
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025 SH BOOKINGS HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12400 SH ROCHE HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21250 SH SMITH AO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 SH BOOKINGS HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41000 SH ABBOTT LABS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000 SH WALGREENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6900 SH COLGATE PALMOLIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc72250 SH ANHUESER BUSCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 SH DIAGEO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9850 SH PAYPAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0225741
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-71696
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0162659
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03531094
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03368435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03531094
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0286078
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0286078
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0286078
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0288572
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02494
IRS990PF/DistributableAmountGrp/TotalTaxAmt02494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02494
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02598
IRS990PF/FMVAssetsEOYAmt06454914
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0962
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0328442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0328442
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0330494
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02834287
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03012149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05911617
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt08300
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt022300
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03368435
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03531094
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0214005
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0211841
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0211841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03376735
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03553394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06454914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt022300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03376735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03553394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03368435
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03531094
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05859333
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0328
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05859005
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt087890
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0288572
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05771443
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05859333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN WINTHROP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN WINTHROP JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 N ADGERS WHARF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 N ADGERS WHARF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129401
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0285675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0288169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0242704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0216472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0186717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0192320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0180519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050984
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05771443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05113917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04245881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03762833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03868927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03631114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0299123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247488
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0296629
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0299123
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02494
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0299123
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt311B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INTEREST EARNED ON SAVINGS AND TEMP CASH INV FUNDS GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1DIVIDENDS EARNED FROM SECURITIES FUNDS GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INCOME FROM SALE OF INVESTMENTS FUNDS GRANTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3INCOME FROM AN INVESTMENT FUNDS GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOHN WINTHROP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 N ADGERS WHARF
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029401
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08437222228
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOHN WINTHROP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,553,394
Liabilities
$22,300
Net assets
$3,531,094
Revenue
$523,851
Expenses
$361,192
Net income
$162,659
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.33$0.73$0.40
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.84$0.32$0.52
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.75$0.30$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$1.48$1.28$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$0.77$0.44$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.02$3.30$0.15$0.38$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.55$0.02$3.53$0.52$0.36$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.37$0.65$0.30$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.01$3.03$0.77$0.27$0.49
2015Summary only. Only limited summary data is available for this year.$2.50$0.01$0.25$0.25$0.01
2014Summary only. Only limited summary data is available for this year.$2.48$0.00$0.22$0.23$0.01
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.25$0.19$0.06
2012Summary only. Only limited summary data is available for this year.$2.44$0.00$0.38$0.21$0.17