Skip to content
Nonprofiteer
← J WOOD PLATT CADDIE SCHOLARSHIP TRUST

Form 990 for tax year 2024

Filed by J WOOD PLATT CADDIE SCHOLARSHIP TRUST.

Totals

Total revenue
$2,598,448
Total expenses
$2,465,303
Contributions and grants received
$1,948,065
Grants paid
$1,413,416
Program service revenue
$0
Investment income
$670,575
Other revenue
-$20,192
Total assets, end of year
$13,539,561
Total liabilities, end of year
$67,337
Net assets or fund balances, end of year
$13,472,224
Program services expenses (Part IX)
$1,413,416
Management and general expenses
$897,407
Fundraising expenses
$154,480
Program service expenses (Part III)
$1,413,416

Program services were 57.3% 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

    $1,948,065

  • 3 · Investment income

    total $470,138 · related or exempt $470,138

  • 7a · Gross sales of assets other than inventory

    securities $2,091,803

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

    securities $1,891,366

  • 7c · Gain or loss

    securities $200,437

  • 7d · Net gain or loss

    total $200,437 · related or exempt $200,437

  • 8a · Fundraising events: gross income

    $77,871

  • 8b · Fundraising events: direct expenses

    $107,586

  • 8c · Net income from fundraising events

    total -$29,715 · excluded -$29,715

  • 11a · Other revenue: MISC INCOME

    total $9,523 · related or exempt $9,523

  • 11e · Other revenue, total

    $9,523

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,413,416 · program services $1,413,416

  • 11a · Fees: management

    total $758,902 · management and general $758,902

  • 11c · Fees: accounting

    total $57,605 · management and general $57,605

  • 11f · Fees: investment management

    total $42,463 · management and general $42,463

  • 23 · Insurance

    total $8,827 · management and general $8,827

  • 24a · Other expenses: PROMOTIONAL/FUNDRAISING

    total $154,480 · fundraising $154,480

  • 24b · Other expenses: TRUSTEE EXP

    total $16,077 · management and general $16,077

  • 24c · Other expenses: BANK CHARGES

    total $10,173 · management and general $10,173

  • 24d · Other expenses: REGISTRATION FEES

    total $3,360 · management and general $3,360

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $377,808 · end of year $389,267

  • 2 · Savings and temporary cash investments

    beginning of year $211,079 · end of year $60,507

  • 4 · Accounts receivable

    end of year $10,000

  • 9 · Prepaid expenses and deferred charges

    end of year $12,000

  • 11 · Investments: publicly traded securities

    beginning of year $11,970,530 · end of year $13,067,787

  • 17 · Accounts payable and accrued expenses

    beginning of year $111,529 · end of year $67,337

  • 27 · Net assets without donor restrictions

    beginning of year $8,355,192 · end of year $9,044,550

  • 28 · Net assets with donor restrictions

    beginning of year $4,092,696 · end of year $4,427,674

Mission and programs · 2024

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 $1,413,416 · Grants $1,413,416

As filed on the 2024 return.

Listed in Part VII

  • Jeffrey R Mitzak

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robert M Aiken

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Shelby Noll

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Timothy T Corcoran

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Powell Arms

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Baron

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Denon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Edward Ellis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nick Francani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Damon Heller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Ix

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brad McFadden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Plower

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Erik Strid

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Subak

    TRUSTEE

    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
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543169349303304

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.