2026-03-13T18:02:14-05:00 2025-12-31 131971216 MOSES AND SCHREIBER LLP ONE HUNTINGTON QUADRANGLE -SUITE 3N05 MELVILLE NY 11747 990 2025-01-01 933317172 ROAD FORWARD SCHOLARSHIP FUND ROAD 2018386391 PO BOX 434 BRIDGEHAMPTON NY 11932 SHERRI LIPPMAN PRESIDENT AND DIRECTOR 2018386391 2026-03-13 1 ALLISON GALLAGHER P01298380 5163527700 2026-03-13 2025 2025-03-06 01:10:19Z SHERRI LIPPMAN PO BOX 434 BRIDGEHAMPTON NY 11932 300947 0 X WWW.ROADFORWARDSCHOLARSHIP.ORG X 2023 NY TO FULFILL THE DREAM OF HIGHER EDUCATION FOR LOCAL EAST END HIGH SCHOOL SENIORS. 9 9 0 24 0 0 285197 263064 0 0 2951 12033 4186 4997 292334 280094 50692 99909 0 0 0 0 0 0 0 21244 16942 71936 116851 220398 163243 259392 418970 0 0 259392 418970 X THE ROAD FORWARD SCHOLARSHIP FUND, A NOT FOR PROFIT SECTION 501(C)(3), WAS ESTABLISHED TO FULFILL THE DREAM OF HIGHER EDUCATION FOR LOCAL EAST END HIGH SCHOOL SENIORS WHO EXHIBIT FINANCIAL NEED AND ARE ENGAGED IN THEIR COMMUNITY. THE ORGANIZATION WILL FULFILL THIS DREAM BY PROVIDING SCHOLARSHIPS AND RUNNING AN ACTIVE MENTORING PROGRAM. 0 0 103319 99909 THE ORGANIZATION WORKED TO FULFILL THE DREAM OF HIGHER EDUCATION FOR LOCAL EAST END HIGH SCHOOL SENIORS WHO EXHIBIT FINANCIAL NEED AND ARE ENGAGED IN THEIR COMMUNITY. THE ORGANIZATION PROVIDED 14 SCHOLARSHIPS TOTALING $18,000 PAID OVER 4 YEARS. THERE WERE 2 2-YEAR COMMUNITY COLLEGE STUDENTS THAT CAN EXTEND FOR 2 MORE YEARS IF THEY ATTEND A 4-YEAR SCHOOL IN THE FUTURE. 103319 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X HOWARD LIPPMAN TREASURER 2018386391 PO BOX 434 BRIDGEHAMPTON NY 11932 X SHERRI LIPPMAN PRESIDENT AND DIRECTOR 10.00 X X 0 0 0 HOWARD LIPPMAN TREASURER AND DIRECTOR 10.00 X X 0 0 0 HEIDI SIEGEL DIRECTOR 10.00 X X 0 0 0 JANE EPSTEIN TREASURER AND DIRECTOR 10.00 X 0 0 0 VIVIAN SHAPIRO DIRECTOR 10.00 X 0 0 0 ROXY ZAJAC DIRECTOR 10.00 X 0 0 0 RIVALYN ZWEIG DIRECTOR 10.00 X 0 0 0 STEVEN SHEPSMAN DIRECTOR 10.00 X 0 0 0 HAROLD ZUCKERMAN DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 81702 181362 15639 263064 12033 12033 25850 81702 20853 4997 4997 280094 12033 0 4997 99909 99909 5169 5169 230 230 1200 1200 3410 3410 4776 4776 2157 2157 116851 103319 13532 0 34942 45686 58597 3625 1618 165853 366649 0 1392 259392 418970 0 0 X 259392 418970 259392 418970 259392 418970 163243 2716 -6381 0 X X 1 X 0 1 0 X 37226 285197 288914 611337 37226 285197 288914 611337 611337 2951 12033 14984 6442 2716 9158 635479 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET UNREALIZED GAIN - 2025 AMOUNT: $ 2,716. OTHER INCOME - 2024 AMOUNT: $ 6,442. PART II, SHORT YEAR EXPLANATION: THE 2023 YEAR RETURN COVERED A SHORT YEAR PERIOD OF AUGUST 31, 2023 THROUGH DECEMBER 31, 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 US TREASURY NOTES 366649 F 366649 COMEDY FOR A CAUSE 107552 81702 25850 3775 13002 4076 107552 81702 25850 3775 13002 4076 20853 4997 0 SCHOLARSHIPS AND SUPPORT 14 99909 PART I, LINE 2 ALL SCHOLARSHIP MONEY IS PAID DIRECTLY TO THE COLLEGE BURSAR AND NOT TO THE RECIPIENT. THERE IS AN APPLICATION SENT TO THE GUIDANCE COUNSELOR AT THE 6 EAST END HIGH SCHOOLS WE SERVICE. THE APPLICANTS, ALL OF WHOM MUST DEMONSTRATE FINANCIAL NEED, ARE THEN INTERVIEWED IN PERSON BY OUR EDUCATION COMMITTEE, AND THEN THE NAMES ARE FORWARDED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 2 SHERRI LIPMAN AND HOWARD LIPPMAN HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCEDURES TO ENSURE THAT THE INFORMATION IS COMPLETE AND ACCURATE. AFTER FORM 990 HAS BEEN PREPARED, A COPY IS SENT ELECTRONICALLY TO ALL BOARD MEMBERS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE THE BOARD DELEGATED POWERS, MEMBER, EMPLOYEE HAVING RESPONSIBILITIES SIMILAR TO A DIRECTOR OR PRINCIPAL OFFICER, SUBSTANTIAL DONOR TO THE CORPORATION, OR ANY PERSON IN POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE CORPORATION SHALL AFFIRM THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; C. AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY; AND D. UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTERST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. COMPANY FILED 2024 RETURN ON CASH BASIS, SHOULD HAVE BEEN ACCRUAL. THERE SHOULD HAVE BEEN AN INCREASE IN SCHOLARSHIP EXPENSE OF $8,000 AND A DECREASE IN INSURANCE EXPENSE OF $1618- FOR PREPAID INSURANCE. FORM 990 PART XII LINE 2C THE ORGANIZATION CHANGED ITS REPORTING METHOD FROM CASH TO ACCURAL FOR 2025. THERE WAS A DIFFERENCE OF $6,381 AS A RESULT OF THIS CHANGE. SCHOLARSHIPS PAID IN 2025 OF $8,000 SHOULD HAVE BEEN REPORTED ON THE 2024 990 AND INSURANCE EXPENSE SHOULD HAVE BEEN $1619 LESS IN 2024 AS A RESULT OF THE FULL POLICY BEING PAID AND A PORTION OF IT WAS FOR 2025.