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Nonprofiteer
← J WOOD PLATT CADDIE SCHOLARSHIP TRUST

Form 990 for tax year 2022

Filed by J WOOD PLATT CADDIE SCHOLARSHIP TRUST.

Totals

Total revenue
$2,102,668
Total expenses
$2,075,097
Contributions and grants received
$2,011,095
Grants paid
$1,118,929
Program service revenue
$0
Investment income
$157,310
Other revenue
-$65,737
Total assets, end of year
$11,180,033
Total liabilities, end of year
$66,332
Net assets or fund balances, end of year
$11,113,701
Program services expenses (Part IX)
$1,118,929
Management and general expenses
$790,225
Fundraising expenses
$165,943
Program service expenses (Part III)
$1,118,929

Program services were 53.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,011,095

  • 3 · Investment income

    total $241,023 · related or exempt $241,023

  • 7a · Gross sales of assets other than inventory

    securities $1,105,174

  • 7b · Less cost or other basis and sales expenses

    securities $1,188,887

  • 7c · Gain or loss

    securities -$83,713

  • 7d · Net gain or loss

    total -$83,713 · related or exempt -$83,713

  • 8a · Fundraising events: gross income

    $107,300

  • 8b · Fundraising events: direct expenses

    $173,037

  • 8c · Net income from fundraising events

    total -$65,737 · excluded -$65,737

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,118,929 · program services $1,118,929

  • 11a · Fees: management

    total $699,828 · management and general $699,828

  • 11c · Fees: accounting

    total $22,600 · management and general $22,600

  • 11f · Fees: investment management

    total $35,007 · management and general $35,007

  • 13 · Office expenses

    total $960 · management and general $960

  • 23 · Insurance

    total $6,572 · management and general $6,572

  • 24a · Other expenses: PROMOTIONAL/FUNDRAISING

    total $165,943 · fundraising $165,943

  • 24b · Other expenses: TRUSTEE EXP

    total $14,150 · management and general $14,150

  • 24c · Other expenses: BANK CHARGES

    total $9,862 · management and general $9,862

  • 24d · Other expenses: MISCELLANEOUS

    total $676 · management and general $676

  • 24e · All other expenses

    total $570 · management and general $570

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $695,512 · end of year $592,788

  • 2 · Savings and temporary cash investments

    beginning of year $906,436 · end of year $77,240

  • 4 · Accounts receivable

    beginning of year $1,000 · end of year $5,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,030 · end of year $8,533

  • 11 · Investments: publicly traded securities

    beginning of year $8,745,269 · end of year $10,496,472

  • 15 · Other assets

    beginning of year $1,081 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,758 · end of year $56,332

  • 19 · Deferred revenue

    beginning of year $20,000 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $6,882,589 · end of year $7,330,077

  • 28 · Net assets with donor restrictions

    beginning of year $3,400,981 · end of year $3,783,624

Mission and programs · 2022

Mission

TO GRANT SCHOLARSHIPS FOR THE PURSUIT OF HIGHER EDUCATION TO QUALIFIED STUDENTS, BASED UPON FINANCIAL NEED, WHO HAVE BEEN GOLF CADDIES AT CLUBS THAT ARE MEMBERS OF THE GOLF ASSOCIATION OF PHILADLEPHIA.

Activities or mission (Part I)

TO PROVIDE EDUCATIONAL SCHOLARSHIPS.

  • SCHOLARSHIPS

    Expenses $1,118,929 · Grants $1,118,929

As filed on the 2022 return.

Listed in Part VII

  • Tina Gregor

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Thomas L Spano

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey R Mitzak

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael J Ryan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Robert M Aiken

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Powell W Arms

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Baron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Timothy T Corcoran

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Edward T Ellis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nick Francani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Damon P Heller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David A Ix

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William W Jeremiah

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William E Lynch Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Drad McFadden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shelby Noll

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Erik O Strid

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Smith Jr

    PGA PHILADELPHIA REP

    Total calculated
    $0
    Hours/week
    1

  • Sue Harrigan

    WGAP REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • Oscar L Mestre

    GAP REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202313149349303401

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