Form990-PF
: HURRICANE IAN TAX RELIEF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
JOHN WINTHROP CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 22527
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLESTON, SC29413
A Employer identification number

13-2982306
B Telephone number (see instructions)

(843) 722-2228
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,145,661J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 589,614
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,342 8,342 8,342
4 Dividends and interest from securities... 66,064 66,064 66,064
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 814,901
b Gross sales price for all assets on line 6a 2,466,318
7 Capital gain net income (from Part IV, line 2)... 1,096,523
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 136   136
12 Total. Add lines 1 through 11........ 1,479,057 1,170,929 74,542
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,670 1,835   1,835
c Other professional fees (attach schedule).... Click to see attachment 41,986 41,986    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,392 2,960    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 9,801 4,900   4,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,849 51,681   6,669
25 Contributions, gifts, grants paid....... 1,209,500 1,209,500
26 Total expenses and disbursements. Add lines 24 and 25 1,275,349 51,681   1,216,169
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 203,708
b Net investment income (if negative, enter -0-) 1,119,248
c Adjusted net income (if negative, enter -0-)... 74,542
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 417 2 2
2 Savings and temporary cash investments......... 105,141 526,510 526,510
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,193,107 Click to see attachment3,066,361 6,395,010
c Investments—corporate bonds (attach schedule)....... 333,477 Click to see attachment233,977 224,139
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,632,142 3,826,850 7,145,661
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment9,000  
23 Total liabilities (add lines 17 through 22)......... 9,000 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,623,142 3,826,850
29 Total net assets or fund balances (see instructions)..... 3,623,142 3,826,850
30 Total liabilities and net assets/fund balances (see instructions). 3,632,142 3,826,850
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,623,142
2
Enter amount from Part I, line 27a .....................
2
203,708
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,826,850
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,826,850
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 3,000 SH EBAY P 2021-05-03 2022-02-02
b 500 SH ADP D 1994-01-21 2021-12-20
c 300 SH AUTODESK P 2021-10-24 2022-05-13
d 240 SH KYNDRYL HOLDINGS D   2021-12-20
e 200 SH AUTODESK P 2021-11-29 2022-05-13
2,000 SH VERIZON D   2021-12-20
115 SH ORGANON P 2021-06-07 2021-07-21
100,000 MICROSOFT BONDS P 2018-01-12 2022-01-12
750 SH ECOLAB P 2015-12-11 2021-07-29
400 SH PAYPAL P 2020-11-05 2022-02-04
500 SH BECTON DICKINSON P 2009-11-25 2021-11-15
250 SH APPLE P 2016-01-06 2022-03-03
2,000 SH AMERICAN EXPRESS P 2009-01-21 2021-11-29
2,500 SH BLACK KNIGHT P 2021-10-08 2022-03-14
2,500 SH FASTENAL P 2015-04-10 2021-11-29
250 SH MASTERCARD P 2011-05-26 2022-03-03
2,400 SH HEINEKEN P 2010-12-03 2021-11-29
50 SH MARKEL P 2010-08-03 2021-11-29
1,250 SH NIKE P 2017-06-16 2021-11-29
500 SH SPOTIFY P 2020-09-18 2021-12-10
1,150 SH MERKEL & CO P 2020-08-07 2021-12-14
50 SH ALPHABET D 2009-11-09 2021-12-20
500 SH ALTRIA GROUP D 2009-01-26 2021-12-20
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 176,002   175,950 52
b 116,106   5,278 110,828
c 55,286   92,701 -37,415
d 4,481   7,549 -3,068
e 36,837   50,579 -13,742
104,633   72,528 32,105
3,316     3,316
100,000   99,500 500
165,251   86,808 78,443
52,944   72,642 -19,698
123,008   34,946 88,062
40,684   6,308 34,376
336,878   39,145 297,733
141,062   184,362 -43,300
151,674   50,575 101,099
86,294   6,890 79,404
123,830   56,844 66,986
64,326   20,331 43,995
210,561   65,671 144,890
121,235   119,988 1,247
83,256   98,564 -15,308
145,282   14,023 131,259
23,372   8,613 14,759
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       52
b       110,828
c       -37,415
d       -3,068
e       -13,742
      32,105
      3,316
      500
      78,443
      -19,698
      88,062
      34,376
      297,733
      -43,300
      101,099
      79,404
      66,986
      43,995
      144,890
      1,247
      -15,308
      131,259
      14,759
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,096,523
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -91,089
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 15,558
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,558
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,432
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,432
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,126
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletSC, NY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN WINTHROP Telephone no.bullet (843) 722-2228

    Located atbullet1 N ADGERS WHARFCHARLESTONSC ZIP+4bullet29401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN WINTHROP TRUSTEE
    000.00     		0 0 0
    1 N ADGERS WHARF
    CHARLESTON,SC29401
    JOHN WINTHROP JR TRUSTEE
    000.00     		0 0 0
    1 N ADGERS WHARF
    CHARLESTON,SC29401
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,444,640
    b
    Average of monthly cash balances.......................
    1b
    271
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,444,911
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,444,911
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    126,674
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,318,237
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    415,912
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    415,912
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    15,558
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,558
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    400,354
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    400,354
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    400,354
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 400,354
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 14,604
    b From 2017......  
    c From 2018...... 13,045
    d From 2019...... 17,999
    e From 2020...... 25,791
    f Total of lines 3a through e ........ 71,439
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,216,169
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 400,354
    e Remaining amount distributed out of corpus 815,815
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 887,254
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		14,604
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		872,650
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 13,045
    c Excess from 2019.... 17,999
    d Excess from 2020.... 25,791
    e Excess from 2021.... 815,815
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JOHN WINTHROP
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN COLLEGE OF THE BLDG ARTS
    AMERICAN COLLEGE OF THE BLDG ARTS
    649 MEETING STREET
    649 MEETING STREET
    CHARLESTON,SC29403     		N/A EXEMPT NP GENERAL 1,000
    AMERICAN INST FOR RESEARCH
    AMERICAN INST FOR ECON RESEARCH
    PO BOX 1000
    PO BOX 1000
    GREAT BARRINGTON,MA01230     		N/A EXEMPT NP GENERAL 500
    CHILDRENS MUSUEM
    CHILDRENS MUSEUM OF LOWCOUNTRY
    25 ANN STREET
    25 ANN STREET
    CHARLESTON,SC29403     		N/A EXEMPT NP GENERAL 500
    COLLEGE OF CHARLESTON
    COLLEGE OF CHARLESTON FOUNDATION
    66 GEORGE ST
    66 GEORGE ST
    CHARLESTON,SC29424     		N/A EXEMPT NP GENERAL 11,000
    EPIPHANY SCHOOL
    EPIPHANY SCHOOL
    154 CENTRE ST
    154 CENTRE ST
    DORCHESTER,MA02124     		N/A EXEMPT NP GENERAL 10,000
    HARVARD MAGAZINE
    HARVARD MAGAZINE
    7 WARE STREET
    7 WARE STREET
    CAMBRIDGE,MA01238     		N/A EXEMPT NP GENERAL 500
    HARVARD CLUB
    HARVARD VARSITY CLUB
    65 NORTH HARVAD STREET
    65 NORTH HARVARD STREET
    BOSTON,MA02163     		N/A EXEMPT NP GENERAL 500
    NATIONAL GEOGRAPHIC
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH ST NW
    1145 17TH ST NW
    WASHINGTON,DC20036     		N/A EXEMPT NP GENERAL 2,500
    ST MICHAELS CHURCH
    ST MICHAELS CHURCH
    71 BROAD ST
    71 BROAD ST
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 4,000
    CITADEL FOUNDNATION
    THE CITADEL FOUNDATION
    171 MOULTRIE STREET
    171 MOULTRIE STREET
    CHARLESTON,SC29409     		N/A EXEMPT NP GENERAL 1,000
    TRIDENT UNITED WAY
    TRIDENT UNITED WAY
    PO BOX 63305
    PO BOX 63305
    NORTH CHARLESTON,SC29419     		N/A EXEMPT NP GENERAL 10,000
    WORLD WILDLIFE FUND
    WORLD WILDLIFE FUND
    1250 24TH STREET
    1250 24TH STREET
    WASHINGTON,DC20037     		N/A EXEMPT NP GENERAL 500
    CCAR
    CCAR
    75 CHARTER OAK AVE
    75 CHARTER OAK AVE
    HARTFORD,CT06106     		N/A EXEMPT NP GENERAL 1,000
    AMERICAN FRIENDS OF MARU-A-PULA
    AMERICAN FRIENDS OF MARU-A-PULA
    3835 NE 86TH ST
    3835 NE 68TH ST
    SEATTLE,WA98115     		N/A EXEMPT NP GENERAL 500
    CAMPOLO CENTER FOR MINISTRY
    CAMPOLO CENTER FOR MINISTRY
    1300 EAGLE ROAD
    1300 EAGLE ROAD
    WAYNE,PA19087     		N/A EXEMPT NP GENERAL 500
    CHARLESTON DAY SCHOOL
    CHARLESTON DAY SCHOOL
    15 ARCHDALE ST
    15 ARCHDALE ST
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 500
    CHARLESTON LIBRARY SOCIETY
    CHARLESTON LIBRARY SOCIETY
    164 KING STREET
    164 KING STREET
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 500
    COLONIAL SOCIETY OF MASSACHUSETTS
    COLONIAL SOCIETY OF MASSACHUSETTS
    87 MOUNT VERNON ST
    87 MOUNT VERNON ST
    BOSTON,MA02108     		N/A EXEMPT NP GENERAL 25,000
    ASSOCIATION FOR THE BLIND
    ASSOCIATION FOR THE BLIND
    1 CARRIAGE LANE
    1 CARRIAGE LANE
    CHARLESTON,SC29407     		N/A EXEMPT NP GENERAL 500
    ROTARY CLUB OF CHARLESTON BREAKFAST
    ROTARY CLUB OF CHARLESTON BREAKFAST
    4770 GOER DRIVE
    4770 GOER DRIVE
    CHARLESTON,SC29406     		N/A EXEMPT NP GENERAL 500
    ETV ENDOWMENT OF SC
    ETV ENDOWMENT OF SC
    401 E KENNEDY ST
    401 E KENNEDY ST
    SPARTANBURG,SC29302     		N/A EXEMPT NP GENERAL 1,000
    SALISBURY VOLUNTEER AMBULANCE SERVI
    SALISBURY VOLUNTEER AMBULANCE SERVI
    8 UNDER MOUNTAIN ROAD
    8 UNDER MOUNTAIN ROAD
    SALISBURY,CT06068     		N/A EXEMPT NP GENERAL 1,500
    SC AQUARIUM
    SC AQUARIUM
    100 AQUARIUM WHARF
    100 AQUARIUM WHARF
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 500
    THE AVIAN CONSERVATION CENTER
    THE AVIAN CONSERVATION CENTER
    4719 N HWY 17
    4719 N HWY 17
    AWENDAW,SC29429     		N/A EXEMPT NP GENERAL 500
    THE PRESERVATION SOCIETY OF CHARLES
    THE PRESERVATION SOCIETY OF CHARLESTON
    147 KING STREET
    147 KING STREET
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 2,500
    VISIONS
    VISIONS
    225 WEST WACKER DRIVE
    225 WEST WACKER DRIVE
    CHICAGO,IL60606     		N/A EXEMPT NP GENERAL 2,000
    DEERFIELD ACADEMY
    DEERFIELD ACADEMY
    7 BOYDEN LANE
    7 BOYDEN LANE
    DEERFIELD,MA01342     		N/A EXEMPT NP GENERAL 1,500
    ENGLISH SPEAKING UNION
    ENGLISH SPEAKING UNION
    1127 WAYFARER LANE
    1127 WAYFARER LANE
    CHARLESTON,SC29412     		N/A EXEMPT NP GENERAL 4,000
    FATHER TO FATHER INC
    FATHER TO FATHER INC
    4731 MIXSON AVE
    4731 MIXSON AVE
    NORTH CHARLESTON,SC29405     		N/A EXEMPT NP GENERAL 26,500
    FRIENDS OF THE PUBLIC GARDEN
    FRIENDS OF THE PUBLIC GARDEN
    87 MOUNT VERNON STREET
    87 MOUNT VERNON STREET
    BOSTON,MA02108     		N/A EXEMPT NP GENERAL 500
    GAILLARD PERFORMANCE HALL FOUNDATIO
    GAILLARD PERFORMANCE HALL FDTN
    95 CALHOUN STREET
    95 CALHOUN STREET
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 500
    GILDER LEHRMAN INSTITUTE
    OF AMERICAN HISTORY
    49 W 45TH STREET
    SUITE 2
    NEW YORK,NY10036     		N/A EXEMP NP GENERAL 500
    INTERNATIONAL AFRICAN
    AMERICAN MUSEUM
    10 WHARFSIDE ST
    10 WHARFSIDE ST
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 1,000
    JOHN F KENNEDY
    LIBRARY FOUNDATION
    COLUMBIA POINT
    COLUMBIA POINT
    BOSTON,MA02125     		N/A EXEMPT NP GENERAL 1,500
    MUSC FOUNDATION
    MUSC FOUNDATION
    18 BEE STREET
    MSC 450
    CHARLESTON,SC29425     		N/A EXEMPT NP GENERAL 1,000
    NATIONAL AUDUBON SOCIETY
    NATIONAL AUDUBON SOCIETY
    225 VARICK ST
    225 VARICK ST
    NEW YORK,NY10014     		N/A EXEMPT NP GENERAL 1,000
    NEW ENGLAND HISTORIC
    GENEALOGICAL SOCIETY
    101 NEWBURY ST
    101 NEWBURY ST
    BOSTON,MA02116     		N/A EXEMPT NP GENERAL 30,000
    SALISBURY VISITING
    NURSE ASSOCIATION
    30A SALMON KILL ROAD
    30A SALMON KILL ROAD
    SALISBURY,CT06068     		N/A EXEMPT NP GENERAL 500
    SCOVILLE MEMORIAL
    LIBARY ASSOCIATION
    38 MAIN ST
    38 MAIN ST
    SALISBURY,CT06068     		N/A EXEMPT NP GENERAL 500
    SC HISTORICAL SOCIETY
    SC HISTORICAL SOCIETY
    100 MEETING STREET
    100 MEETING STREET
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 500
    THE AMERICAN LEGION
    THE AMERICAN LEGION
    700 N PENNSYLVANIA ST
    700 N PENNSYLVANIA ST
    INDIANAPOLIS,IN46206     		N/A EXEMPT NP GENERAL 500
    THE LONGLEAF ALLIANCE
    THE LONGLEAF ALLIANCE
    12130 DIXON CENTER RD
    12130 DIXON CENTER RD
    ANDALUSIA,AL36420     		N/A EXEMPT NP GENERAL 1,000
    THE SALISBURY SCHOOL
    THE SALISBURY SCHOOL
    6279 HOBBS ROAD
    6279 HOBBS ROAD
    SALISBURY,MD21804     		N/A EXEMPT NP GENERAL 500
    THE SIERRA CLUB
    THE SIERRA CLUB
    2101 WEBSTER ST
    STE 1300
    OAKLAND,CA94612     		N/A EXEMPT NP GENERAL 8,000
    WINDWOOD FAMILY SERVICES
    WINDWOOD FAMILY SERVICES
    900 JOHNNIE DODDS BLVD
    900 JOHNNIE DODDS BLVD
    MT PLEASANT,SC29464     		N/A EXEMPT NP GENERAL 26,000
    WINTHROP UNIVERSITY FOUNDATION
    WINTHROP UNIVERSITY FOUNDATION
    302 TILLMAN HALL
    302 TILLMAN HALL
    ROCK HILL,SC29733     		N/A EXEMPT NP GENERAL 1,000
    AMERICAN ANCESTORS (NEHGS)
    NEW ENGLAND GENEALOGICAL SOCIETY
    99-101 NEWBERRY ST
    99-101 NEWBERRY ST
    BOSTON,MA02116     		N/A EXEMPT NP GENERAL 1,000
    AMERICAN RED CROSS
    AMERICAN RED CROSS
    2424-A CITY HALL LANE
    2424-A CITY HALL LANE
    NORTH CHARLESTON,SC29406     		N/A EXEMPT NP GENERAL 500
    AVIAN CONSERVATION CENTER
    AVIAN CONSERVATION CENTER
    4719 N HWY 17
    4719 N HWY 17
    AWENDAW,SC29429     		N/A EXEMPT NP GENERAL 1,000
    BEAUTIFUL GATE CENTER
    BEAUTIFUL GATE CENTER
    3107 MEETING ST
    3107 MEETING ST
    NORTH CHARLESTON,SC29405     		N/A EXEMPT NP GENERAL 1,000
    CITY OF CHARLESTON
    CITY OF CHARLESTON
    80 BROAD STREET
    80 BROAD STREET
    CHARLESTON,SC29401     		N/A GOV PUBLIC USE PARK SPACE 1,000,000
    GIFT GLOBAL
    GIFT GLOBAL
    1201 N ORANGE STREET
    1201 N ORANGE STREET
    WILMINGTON,DE19801     		N/A EXEMPT NP GENERAL 2,000
    HOTCHKISS SCHOOL
    HOTCHKISS SCHOOL
    11 INTERLAKEN RD
    11 INTERLAKEN RD
    LAKEVILLE,CT06039     		N/A EXEMPT NP GENERAL 1,000
    INDIAN MTN SCHOOL
    INDIAN MTN SCHOOL
    211 INDIAN MTN RD
    211 INDIAN MTN RD
    LAKEVILLE,CT06039     		N/A EXEMPT NP GENERAL 500
    MEMORIAL SLOANE KETTERING CANCER
    MEMORIAL SLOANE KETTERING CANCER
    1275 YORK AVENUE
    1275 YORK AVENUE
    NEW YORK,NY10065     		N/A EXEMPT NP GENERAL 200
    OPEN SPACE INSTITUTE
    OPEN SPACE INSTITUTE
    328 E BAY ST
    328 E BAY ST
    CHARLESTON,SC29401     		N/A EXEMPT NP GENERAL 1,000
    PARTNERS FOR GLOBAL HEALTH INC
    PARTNERS FOR GLOBAL HEALTH INC
    PO BOX 4187
    PO BOX 4187
    WINTER PARK,FL32793     		N/A EXEMPT NP GENERAL 1,000
    THE CONSERVATION FUND
    THE CONSERVATION FUND
    1655 N FORT MYER DR
    STE 1300
    ARLINGTON,VA22209     		N/A EXEMPT NP GENERAL 10,000
    PRESIDENT & FELLOWS HARVARD
    PRESIDENT & FELLOWS HARVARD
    1350 MASSACHUSETTS AVE
    FLOOR 6 672
    CAMBRIDGE,MA02135     		N/A EXEMPT MP GENERAL 500
    THE GOOD CHEER FUND
    THE GOOD CHEER FUND
    148 WILLIMAN ST
    148 WILLIMAN ST
    CHARLESTON,SC29403     		N/A EXEMPT NP GENERAL 500
    THE WINLEY FOUNDATION
    THE WINLEY FOUNDATION
    100 NORTH VILLAGE AVE
    STE 35
    ROCKVILLE CENTER,NY11570     		N/A EXEMPT NP GENERAL 300
    UNITED STATES NAVY MEMORIAL
    UNITED STATES NAVY MEMORIAL
    701 PENNSYLVANIA AVE NW
    701 PENNSYLVANIA AVE NW
    WASHINGTON,DC20004     		N/A EXEMPT NP GENERAL 200
    WENHAM MUSEUM
    WENHAM MUSEUM
    132 MAIN ST
    132 MAIN ST
    WENHAM,MA01984     		N/A EXEMPT NP GENERAL 300
    WINDWOOD FARM HOME
    WINDWOOD FARM HOME
    4857 WINDWOOD FARM RD
    4857 WINDWOOD FARM RD
    AWENDAW,SC29429     		N/A EXEMPT NP GENERAL 1,000
    THE BUCKLEY SCHOOL
    THE BUCKLEY SCHOOL
    113 EAST 73RD ST
    113 EAST 73RD ST
    NEW YORK,NY10021     		N/A EXEMPT NP GENERAL 1,000
    JHG SOUTHEAST INC
    JHG UKRAINE RELIEF
    112 S TRYON STREET
    STE 1130
    CHARLOTTE,NC28284     		N/A EXEMPT NP GENERAL 500
    ST ANTHONY HALL
    THE HALL FUND
    PO BOX 876
    PO BOX 876
    ITHICA,NY14851     		N/A EXEMPT NP GENERAL 500
    Total .................................bullet 3a 1,209,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 8,342  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        814,901
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		        136
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   74,406 815,037
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    889,443
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 INTEREST EARNED ON SAVINGS AND TEMP CASH INV FUNDS GRANTS
    4 DIVIDENDS EARNED FROM SECURITIES FUNDS GRANTS
    8 INCOME FROM SALE OF INVESTMENTS FUNDS GRANTS
    11B INCOME FROM AN INVESTMENT FUNDS SETTLEMENTS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    HURRICANE IAN TAX RELIEF
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    JOHN WINTHROP CHARITABLE TRUST
     
    Employer identification number

    13-2982306
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JOHN WINTHROP CHARITABLE TRUST
          		Employer identification number
    13-2982306
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JOHN WINTHROP
    9 LADSON STREET
     
    CHARLESTON, SC29401

    		$ 589,614


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JOHN WINTHROP CHARITABLE TRUST
          		Employer identification number

    13-2982306
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 50 SH ALPHABET $ 145,111 2021-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SH ALTRIA GROUP $ 22,898 2021-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SH ADP $ 115,865 2021-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 240 SH KYNDRYL HOLDINGS $ 4,220 2021-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,000 SH VERIZON $ 101,520 2021-12-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JOHN WINTHROP CHARITABLE TRUST
          		Employer identification number

    13-2982306
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,670 1,835   1,835

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELLS FARGO 3.45% 78,192 75,076
    APPLE INC 2.85% 75,750 75,032
    MICROSOFT 2.375%    
    CONSERVATION FD 80,035 74,031

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS    
    APPLE INC 85,688 307,620
    BECTON DICKINSON & CO    
    BERSHIRE HATHAWAY 147,770 681,970
    BROWN FORMAN 29,255 263,100
    CANADIAN NAT'L RAILWAY 24,302 112,470
    COSTCO WHOLESALE 153,978 479,280
    ECOLAB INC    
    FASTENAL CO 50,575 124,800
    HEINEKEN    
    MARKEL CORP 101,653 323,312
    MASTERCARD INC. 47,723 552,090
    MICROSOFT 46,392 256,830
    NESTLE 90,767 290,975
    NIKE 65,671 127,750
    TJX COS INC 64,195 94,945
    FIRST REP BANK 90,606 144,200
    STARBUCKS 131,332 190,975
    JP MORGAN CHASE 193,572 208,329
    ROPER TECH INC 78,036 98,662
    MONSTER BEVERAGE 54,759 92,700
    AMAZON.COM 45,908 53,105
    METTLER TOLEDO INT'L 67,965 114,877
    DEERE & CO 68,642 149,735
    ALPHABET INC   328,118
    CHARTER COMMUNICATIONS 83,334 93,706
    PAYPAL    
    SPOTIFY    
    MERCK & CO    
    AON PLC 175,867 229,228
    SHERWIN WILLIAMS 215,714 201,519
    S&P GLOBAL INC 172,599 168,530
    EBAY INC    
    BLACK KNIGHT INC    
    ZOETIS INC 96,200 85,945
    TEXAS INSTRUMENTS INC 182,172 153,650
    ADOBE SYSTEMS INC 175,683 128,121
    TRANSDIGM GROUP INC 115,042 107,334
    UNITED HEALTH GROUP 210,961 231,134

    TY 2021 OtherExpensesSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 133 66    
    ADMINISTRATIVE EXPENSE 9,668 4,834   4,834


    TY 2021 OtherIncomeSchedule2
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 136   136


    TY 2021 OtherLiabilitiesSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Description Beginning of Year - Book Value End of Year - Book Value
    OUTSTANDING CHECKS 9,000  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 41,736 41,736    
    NYS RETURN FEE 250 250    


    TY 2021 TaxesSchedule
    Name:
    JOHN WINTHROP CHARITABLE TRUST
    EIN:
    13-2982306
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,960 2,960    
    EXCISE TAX 7,432