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Nonprofit · EIN 38-2149813

OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB

Tax-exempt · BLOOMFLD HLS, MI 48301

Financials

$843K$222K2023$306K$309K2024$1.1M$49K2025
Revenue Expenses · by fiscal year end
Financials of OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,129,057$48,701$1,080,356$4,384,166$0$4,384,166
December 31, 2024990$305,743$309,349-$3,606$3,867,738$0$3,867,738
December 31, 2023990$842,546$222,085$620,461$3,684,028$0$3,684,028
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$214,634
Program service revenue
$0
Investment income
$914,423
Net gain from sales of assets
$845,172
Other revenue
$0

Expenses

Grants and similar amounts paid
$11,900
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$11,349
Accounting fees
$2,400
Program services (functional)
$11,900
Management and general (functional)
$36,801

Balance sheet and other

Total assets, start of year
$3,867,738
Total assets, end of year
$4,384,166
Total liabilities, end of year
$0
Net assets, end of year
$4,384,166
Publicly traded securities
$3,703,641
Net assets without donor restrictions
$4,384,166
Gross receipts
$3,752,209
Employees
0
Volunteers
9
Year formed
1977
State of legal domicile
MI

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN LESSWAYPRESIDENT
Trustee or director, Officer
4$0
PAUL ZIMMERMANNTREASURER
Trustee or director, Officer
2$0
SEAN RITCHLINDIRECTOR
Trustee or director
2$0
ANDREW FRITHVICE PRESIDE
Trustee or director, Officer
2$0
JAMES CARTERDIRECTOR
Trustee or director
2$0
PETER SMIDTDIRECTOR
Trustee or director
2$0
SHANNA GORGADIRECTOR
Trustee or director
2$0
JOSEPH SAADDIRECTOR
Trustee or director
2$0
KAREN WOODSDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
JOHN LESSWAYPRESIDENT
Trustee or director, Officer
4$0
PAUL ZIMMERMANNTREASURER
Trustee or director, Officer
2$0
SEAN RITCHLINDIRECTOR
Trustee or director
2$0
ANDREW FRITHVICE PRESIDE
Trustee or director, Officer
2$0
JAMES CARTERDIRECTOR
Trustee or director
2$0
PETER SMIDTDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
JOHN LESSWAYPRESIDENT
Trustee or director, Officer
4$0
PAUL ZIMMERMANNVICE-PRESIDE
Trustee or director, Officer
2$0
SEAN RITCHLINDIRECTOR
Trustee or director
2$0
ROBERT RILEYTREASURER
Trustee or director, Officer
2$0
ANDREW FRITHSECRETARY
Trustee or director, Officer
2$0
JAMES CARTERDIRECTOR
Trustee or director
2$0
PETER SMIDTDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
3951 W MAPLE RD, BLOOMFLD HLS, MI 48301-3221
Principal officer (990 for 2025)
JOHN LESSWAY, 3951 WEST MAPLE ROAD, BLOOMFIELD HILLS, MI 48301
Signed the 990
PAUL ZIMMERMANN, TREASURER
Phone
(248) 644-2500
Return prepared by
ANDREWS HOOPER PAVLIK PLC

Mission

PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO CADDYS, EMPLOYEES AND IMMEDIATE FAMILY MEMBERS OF EMPLOYEES WHO WORK AT OAKLAND HILLS COUNTRY CLUB. PROVIDE GRANTS TO OTHER ORGANIZATIONS RELATED TO OAKLAND HILLS COUNTRY CLUB.

990 for the year ended December 31, 2025

Program accomplishments

  • SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE AWARDED TO GOLF COURSE CADDYS, CLUB EMPLOYEES AND THEIR FAMILIES.
    Expenses $11,900 · grants $11,900

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
38-2149813
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
1977
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$4,384,166
Income (IRS master file)
$3,752,209

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,129,057$48,701$4,384,166XML
990December 2024$305,743$309,349$3,867,738IRS
990December 2023$842,546$222,085$3,684,028XML
990December 2022$490,616$198,228$2,753,582IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 38-2149813).

Questions about OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB

What is the EIN of OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB?
The employer identification number (EIN) of OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB is 38-2149813.
Is OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB 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 OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB?
The 990 for the year ended December 31, 2025 names JOHN LESSWAY.
Who are the officers and directors of OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB?
The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does OAKLAND HILLS CADDY SCHOLARSHIP TRUST OAKLAND HILLS COUNTRY CLUB have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,129,057, expenses of $48,701 and total assets of $4,384,166 at year end.

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