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Pennsylvania · Nonprofit

J WOOD PLATT CADDIE SCHOLARSHIP TRUST

J WOOD PLATT CADDIE SCHOLARSHIP TRUST (Pennsylvania) receives grants from 61 organizations whose IRS filings report $1,709,468 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($426,790). 28 of them have funded it in more than one year, and 73% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$2.6M
Funders on record
61
Grants received
$1.7M
Net assets
$13M
28/61 repeat funderspeak grant-dependency 17%
01What it does

What J Wood Platt Caddie Scholarship Trust does

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.

As stated on its FY2025 Form 990.

Program

  1. Scholarships

    $1,413,416 spentof which $1,413,416 as grants
    100% of program spending

The program described on its FY2024 Form 990. Program spending in total: $1,413,416.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($1.9M) Expenses 100 ($1.4M) Net assets 100 ($7.5M)2019 Revenue 119 ($2.2M) Expenses 102 ($1.4M) Net assets 122 ($9.2M)2020 Revenue 96 ($1.8M) Expenses 118 ($1.6M) Net assets 124 ($9.3M)2021 Revenue 131 ($2.5M) Expenses 126 ($1.8M) Net assets 157 ($12M)2022 Revenue 111 ($2.1M) Expenses 130 ($1.8M) Net assets 137 ($10M)2023 Revenue 112 ($2.1M) Expenses 149 ($2.1M) Net assets 148 ($11M)2024 Revenue 116 ($2.2M) Expenses 152 ($2.1M) Net assets 166 ($12M)2025 Revenue 138 ($2.6M) Expenses 177 ($2.5M) Net assets 179 ($13M)
'17'19'20'21'22'23'24'25
Revenue (138)Expenses (177)Net assets (179)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $9.3M to $12M (+27%).

$7.6M
$9.2M
$9.3M
$12M
$10M
$11M
$13M
$14M
'17'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.

$484k
’17
$812k
’19
$146k
’20
$706k
’21
$275k
’22
$28k
’23
$66k
’24
$133k
’25
2.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Jeffrey R Mitzak

Chair

As listed on its FY2025 Form 990.

'17'19'20'21'22'23'24'25
Listed2420182021201915
Joined··+2+6+5+1+4+1
No longer listed··444255
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 12 funders to 23 funders, grant income rose $100k → $232k.

16 of 61 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 73% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of J WOOD PLATT CADDIE SCHOLARSHIP TRUST’s funders (the co-funder graph). Top 30 of 61 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

J WOOD PLATT CADDIE SCHOLARSHIP TRUST has a broad base — no single funder exceeds 25% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

75% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund J WOOD PLATT CADDIE SCHOLARSHIP TRUST.

25%
largest funder
56%
top three
~7
effective funders

Largest funder’s share by year: 2017 50% · 2018 53% · 2019 31% · 2020 67% · 2021 44% · 2022 42% · 2023 39% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

34% of J WOOD PLATT CADDIE SCHOLARSHIP TRUST's funders are still giving 3 years after their first grant; 46% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

73% of J WOOD PLATT CADDIE SCHOLARSHIP TRUST's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $466k that is directly attributable, 55% of it comes from Pennsylvania funders.

NY
OH
PA
NJ
CT
CA
MO
MD
DE
NC
SC
TX
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Pennsylvania out of state home

Funder states come from each funder’s own filing. $1.2M arriving through sponsors registered in 12 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like J WOOD PLATT CADDIE SCHOLARSHIP TRUST

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

57% of spending goes to programs.

Program 57%Management 36%Fundraising 6%

Governance

15
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Public support

84%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 2 states

PA
NJ

Part of a family of 1 related entity

  • Golf Association of Philadelphia · exempt

Screen this organization

A dated, signed PDF of the compliance screen for J WOOD PLATT CADDIE SCHOLARSHIP TRUST: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds J WOOD PLATT CADDIE SCHOLARSHIP TRUST?
J WOOD PLATT CADDIE SCHOLARSHIP TRUST (Pennsylvania) receives grants from 61 organizations whose IRS filings report $1,709,468 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($426,790). 28 of them have funded it in more than one year, and 73% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does J WOOD PLATT CADDIE SCHOLARSHIP TRUST have?
IRS filings report 61 organizations giving $1,709,468 in grants to J WOOD PLATT CADDIE SCHOLARSHIP TRUST, 28 of which have funded it in more than one year.
Who is the largest funder of J WOOD PLATT CADDIE SCHOLARSHIP TRUST?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $426,790 in grants. The full list of funders is on this page.
How can an organization like J WOOD PLATT CADDIE SCHOLARSHIP TRUST find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds J Wood Platt Caddie Scholarship →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 61 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing