John Winthrop Charitable Trust

CHARLESTON, SC EIN: 13-2982306

The John Winthrop Charitable Trust is a private foundation based in Charleston, South Carolina, established in 1979. As a 501(c)(3) organization, it operates as a grantmaking foundation with no employees, managed by trustees who serve without compensation.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.4M

-8.4% YoY

Annual Giving

$649K

+160.1% YoY

Grant Count

39

-18.8% YoY

Avg Grant Size

$17K

+220.1% YoY

Under IRS private-foundation payout rules, John Winthrop Charitable Trust reported a distributable amount of $507K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's purpose is to provide grants from income generated through interest earned on savings and temporary cash investment funds, dividends earned from securities funds, and income from the sale of investments.

The foundation's primary funding areas include:

  • Arts and culture
  • Education
  • Human services
  • General public use park space

Grantmaking

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Geographic Focus

Where this funder awards grants

The John Winthrop Charitable Trust supports organizations across multiple U.S. states and cities, including:

  • South Carolina (primary focus)
  • Massachusetts
  • New York
  • Additional states: Alabama, California, Connecticut, Delaware, Florida, Illinois, Maryland, North Carolina, Pennsylvania, Virginia, and Washington
  • Major urban centers including Boston, New York, Chicago, and Seattle, as well as smaller communities

Grant Distribution by State

18states
+10 more states

Cities

Albert LeaAmbridgeAndalusiaArlingtonAwendawBlufftonBostonBrooklineCambridgeCantonCharlestonCharlotteChicagoColumbiaDeerfieldDorchesterGreat BarringtonHartfordHennikerIndianapolis

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $4,798,176
  • Total revenues: $837,959
  • Total expenses: $316,891

Assets (2025):

  • Total assets: $4,393,141
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$407K$813K$1M$2M20212022202320242025
Metric202520242023
Total Assets$4,393,141$4,798,176$4,273,942
Revenue$325,282$837,959$746,788
Expenses$727,151$316,891$299,696
Qualifying Distributions$653,904$253,383$230,628
Net Investment Income$89,408$781,824$654,104
Distributable Amount$507,381$427,543$368,194

Giving Over Time

Total grant dollars and number of grants per year

$0$302K$605K$907K$1M68 grants202167 grants202256 grants202348 grants202439 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

COASTAL COMMUNITY FOUNDA…$69KUNIVERSITY OF SC$68KDEXTER SOUTHFIELD SCHOOL$66KSALISBURY SCHOOL$65KCHARLESTON LIBRARY SOCIETY$60KA FATHER'S PLACE$53KCITADEL FOUNDATION$51KINDIAN MTN SCHOOL$43KAMERICAN COLLEGE OF THE …$36KGILDER LEHRMAN INSTITUTE$36K

Grant Size Distribution

237 grants across all recorded years

228<$50K8$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Coastal Community Foundation ($69,035), University of Sc ($68,173), Dexter Southfield School ($65,553).

RecipientPurposeAmount
AMERICAN COLLEGE OF THE BLDG ARTS CHARLESTON, SCGENERAL$36,000
AMERICAN INST FOR RESEARCH GREAT BARRINGTON, MAGENERAL$500
CHARLESTON LIBRARY SOCIETY CHARLESTON, SCGENERAL$60,000
CITADEL FOUNDATION CHARLESTON, SCGENERAL$50,532
COLLEGE OF CHARLESTON CHARLESTON, SCGENERAL$12,774
COLONIAL SOCIETY OF MASSACHUSETTS BOSTON, MAGENERAL$1,000
EPIPHANY SCHOOL DORCHESTER, MAGENERAL$11,000
ETV ENDOWMENT OF SC SPARTANBURG, SCGENERAL$500
HARVARD BOSTON, MAGENERAL$1,000
INDIAN MTN SCHOOL LAKEVILLE, CTGENERAL$43,313

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is managed by trustees John Winthrop and John Winthrop Jr., both of whom serve without compensation.

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JOHN WINTHROPTRUSTEE
JOHN WINTHROP JRTRUSTEE

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does John Winthrop Charitable Trust fund?

The trust's purpose is to provide grants from income generated through interest earned on savings and temporary cash investment funds, dividends earned from securities funds, and income from the sale of investments. The foundation's primary funding areas include: • Arts and culture • Education • Human services • General public use park space

How do I apply for a grant from John Winthrop Charitable Trust?

**Grant Activity:** • The trust made 67 grants in its most recent reporting year • Typical grant awards range from $100 to $69,035 • Recent notable grants include: • Winthrop University Foundation: $53,500 • The Epiphany School: $44,000 • College of Charleston Foundation (amount not specified) **Financial Capacity:** • Total giving: $648,961 (most recent year) • Total expenses: $316,891

Where does John Winthrop Charitable Trust make grants?

The John Winthrop Charitable Trust supports organizations across multiple U.S. states and cities, including: • South Carolina (primary focus) • Massachusetts • New York • Additional states: Alabama, California, Connecticut, Delaware, Florida, Illinois, Maryland, North Carolina, Pennsylvania, Virginia, and Washington • Major urban centers including Boston, New York, Chicago, and Seattle, as well as smaller communities

What size grants does John Winthrop Charitable Trust award?

In 2025, John Winthrop Charitable Trust awarded 39 grants totaling $649K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is John Winthrop Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, John Winthrop Charitable Trust reported a distributable amount of $507K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John Winthrop Charitable Trust's EIN?

John Winthrop Charitable Trust's EIN (Employer Identification Number) is 13-2982306. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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