Nonprofit · EIN 23-6296989
J WOOD PLATT CADDIE SCHOLARSHIP TRUST
Tax-exempt · BROOMALL, PA 19008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,598,448 | $2,465,303 | $133,145 | $13,539,561 | $67,337 | $13,472,224 |
| June 30, 2024 | 990 | $2,183,279 | $2,117,512 | $65,767 | $12,559,417 | $111,529 | $12,447,888 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,948,065
- Program service revenue
- $0
- Investment income
- $670,575
- Net gain from sales of assets
- $200,437
- Net income from fundraising events
- -$29,715
- Other revenue
- -$20,192
Expenses
- Grants and similar amounts paid
- $1,413,416
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $57,605
- Program services (functional)
- $1,413,416
- Management and general (functional)
- $897,407
- Fundraising (functional)
- $154,480
Balance sheet and other
- Total assets, start of year
- $12,559,417
- Total assets, end of year
- $13,539,561
- Total liabilities, end of year
- $67,337
- Net assets, end of year
- $13,472,224
- Publicly traded securities
- $13,067,787
- Net assets without donor restrictions
- $9,044,550
- Net assets with donor restrictions
- $4,427,674
- Gross receipts
- $4,597,400
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1958
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY R MITZAK | CHAIR Trustee or director, Officer | 1 | $0 |
| ROBERT M AIKEN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| SHELBY NOLL | SECRETARY Trustee or director, Officer | 1 | $0 |
| TIMOTHY T CORCORAN | TREASURER Trustee or director, Officer | 1 | $0 |
| POWELL ARMS | TRUSTEE Trustee or director | 1 | $0 |
| TODD BARON | TRUSTEE Trustee or director | 1 | $0 |
| JAMES DENON | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD ELLIS | TRUSTEE Trustee or director | 1 | $0 |
| NICK FRANCANI | TRUSTEE Trustee or director | 1 | $0 |
| DAMON HELLER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID IX | TRUSTEE Trustee or director | 1 | $0 |
| BRAD MCFADDEN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PLOWER | TRUSTEE Trustee or director | 1 | $0 |
| ERIK STRID | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL SUBAK | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TINA GREGOR | CHAIR Trustee or director, Officer | 1 | $0 |
| JEFFREY R MITZAK | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ROBERT M AIKEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| TIMOTHY T CORCORAN | TREASURER Trustee or director, Officer | 1 | $0 |
| POWELL ARMS | TRUSTEE Trustee or director | 1 | $0 |
| TODD BARON | TRUSTEE Trustee or director | 1 | $0 |
| JAMES DENON | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD ELLIS | TRUSTEE Trustee or director | 1 | $0 |
| NICK FRANCANI | TRUSTEE Trustee or director | 1 | $0 |
| DAMON HELLER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID IX | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM LYNCH JR | TRUSTEE Trustee or director | 1 | $0 |
| BRAD MCFADDEN | TRUSTEE Trustee or director | 1 | $0 |
| SHELBY NOLL | TRUSTEE Trustee or director | 1 | $0 |
| JOHN PLOWER | TRUSTEE Trustee or director | 1 | $0 |
| ERIK STRID | TRUSTEE Trustee or director | 1 | $0 |
| JIM SMITH JR | PGA PHILADELPHIA REP Trustee or director | 1 | $0 |
| SUE HARRIGAN | WGAP REPRESENTATIVE Trustee or director | 1 | $0 |
| KENNETH PHILLIPS | GAP REPRESENTATIVE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1974 SPROUL RD STE 400, BROOMALL, PA 19008-3402
- In care of
- % MICHAEL AJJAN
- Principal officer (990 for 2024)
- MARK PETERSON, 1974 SPROUL ROAD 400, BROOMALL, PA 19008
- Signed the 990
- TIMOTHY T CORCORAN, TREASURER
- Phone
- (610) 687-2340
- Website
- WWW.GAPGOLF.ORG/JWPHOME.ASP
- Return prepared by
- CONDON O'MEARA MCGINTY & DONNELLY LLP
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.
Program accomplishments
- SCHOLARSHIPSExpenses $1,413,416 · grants $1,413,416
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6296989
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $13,539,561
- Income (IRS master file)
- $4,597,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,598,448 | $2,465,303 | $13,539,561 | IRS |
| 990 | June 2024 | $2,183,279 | $2,117,512 | $12,559,417 | XML |
| 990 | June 2023 | $2,102,668 | $2,075,097 | $11,180,033 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6296989).
Questions about J WOOD PLATT CADDIE SCHOLARSHIP TRUST
- What is the EIN of J WOOD PLATT CADDIE SCHOLARSHIP TRUST?
- The employer identification number (EIN) of J WOOD PLATT CADDIE SCHOLARSHIP TRUST is 23-6296989.
- Is J WOOD PLATT CADDIE SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to J WOOD PLATT CADDIE SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does J WOOD PLATT CADDIE SCHOLARSHIP TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of J WOOD PLATT CADDIE SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J WOOD PLATT CADDIE SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of J WOOD PLATT CADDIE SCHOLARSHIP TRUST?
- The 990 for the year ended June 30, 2025 names MARK PETERSON.
- Who are the officers and directors of J WOOD PLATT CADDIE SCHOLARSHIP TRUST?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does J WOOD PLATT CADDIE SCHOLARSHIP TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,598,448, expenses of $2,465,303 and total assets of $13,539,561 at year end.
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