STRATEGY STUDIO / PUBLIC DATA EXPLORER

LONG ISLAND CADDIE SCHOLARSHIP FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LONG ISLAND CADDIE SCHOLARSHIP FUND INC (EIN 13-6166011)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-09-08
IRS object ID
202532519349301963
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-08T16:49:42-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133628255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZA 7TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136166011EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LONG ISLAND CADDIE SCHOLARSHIP FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLONGBusinessNameControlTxt
Phone9149094869PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 KNOLLWOOD ROADAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10589ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES L DUNNEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9149094869PhoneNum
Signature2025-09-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEXANDER LAZZARUOLOPreparerPersonNm
PTINP01775353PTIN
Phone2126617777PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES L DUNNEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 KNOLLWOOD ROADAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10589ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$593,356GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1962FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO CREATE AND/OR GRANT SCHOLARSHIPS TO COLLEGES, UNIVERSITIES OR OTHER INSTITUTIONS OF HIGHER EDUCATION FOR NEEDY & DESERVING INDIVIDUALS WHO ARE GOLF CADDIES OR FORMER CADDIES.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$427,027PYContributionsGrantsAmt
CY Contributions Grants$557,451CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,738PYInvestmentIncomeAmt
CY Investment Income$35,905CYInvestmentIncomeAmt
PY Other Revenue$18,229PYOtherRevenueAmt
CY Other Revenue-$3,752CYOtherRevenueAmt
PY Total Revenue$446,994PYTotalRevenueAmt
CY Total Revenue$589,604CYTotalRevenueAmt
PY Grants And Similar Paid$281,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$344,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,680CYTotalFundraisingExpenseAmt
PY Other Expenses$65,075PYOtherExpensesAmt
CY Other Expenses$70,050CYOtherExpensesAmt
PY Total Expenses$346,575PYTotalExpensesAmt
CY Total Expenses$414,050CYTotalExpensesAmt
PY Revenues Less Expenses$100,419PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$175,554CYRevenuesLessExpensesAmt
Total Assets BOY$1,115,406TotalAssetsBOYAmt
Total Assets EOY$1,386,805TotalAssetsEOYAmt
Total Liabilities BOY$308,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$398,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$806,906NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$988,805NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO CREATE AND/OR GRANT SCHOLARSHIPS TO COLLEGES, UNIVERSITIES OR OTHER INSTITUTIONS OF HIGHER EDUCATION FOR NEEDY & DESERVING INDIVIDUALS WHO ARE GOLF CADDIES OR FORMER CADDIES. (CONTINUES ON SCHEDULE O)MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$375,048ExpenseAmt
Grant$344,000GrantAmt
DescSCHOLARSHIPS ARE AWARDED TO QUALIFIED CADDIES WHO WORK AT GOLF COURSES IN NASSAU AND SUFFOLK COUNTIES IN NEW YORK.Desc
Total Program Service Expenses$375,048TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH FRANCESEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9149094869PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 KNOLLWOOD ROADAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10589ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MICHAEL J SULLIVAN
PRESIDENT3.003.00Yes (X)Yes (X)$0$0$0
DONALD J HENDLER
VICE PRESIDENT3.00Yes (X)Yes (X)$0$0$0
ADAM RUSSELL
SECRETARY3.003.00Yes (X)Yes (X)$0$0$0
JAMES L DUNNE
TREASURER3.003.00Yes (X)Yes (X)$0$0$0
ALAN FINKELSTEIN
DIRECTOR3.00Yes (X)$0$0$0
ANDREW RUBIN
DIRECTOR3.00Yes (X)$0$0$0
BRENDAN CARROLL
DIRECTOR3.00Yes (X)$0$0$0
DAN ABBONDANDOLO
DIRECTOR3.00Yes (X)$0$0$0
DAVID BARRETT
DIRECTOR3.00Yes (X)$0$0$0
GEORGE GATTA
DIRECTOR3.003.00Yes (X)$0$0$0
JAMES D TOMLIN
DIRECTOR3.00Yes (X)$0$0$0
JARED BRECHER
DIRECTOR3.003.00Yes (X)$0$0$0
JAY SESSA II
DIRECTOR3.003.00Yes (X)$0$0$0
JOHN H TREIBER
DIRECTOR3.00Yes (X)$0$0$0
JORDAN A ZIEGLER
DIRECTOR3.003.00Yes (X)$0$0$0
JOSEPH SALADINO
DIRECTOR3.003.00Yes (X)$0$0$0
ROBERT BASEL
DIRECTOR3.00Yes (X)$0$0$0
ROBERT CAPAZZI
DIRECTOR3.003.00Yes (X)$0$0$0
ROBERT MEYER JR
DIRECTOR3.00Yes (X)$0$0$0
STEPHEN SMITH
DIRECTOR3.003.00Yes (X)$0$0$0
TED TASHLIK
DIRECTOR3.00Yes (X)$0$0$0
WILLIAM HENRY
DIRECTOR3.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$44,825FundraisingAmt
All Other Contributions$512,626AllOtherContributionsAmt
Total Contributions$557,451TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,905TotalRevenueColumnAmt
Exclusion$35,905ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,825ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,752FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,752TotalRevenueColumnAmt
Exclusion-$3,752ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$589,604TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$32,153ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$344,000TotalAmt
Program Services$344,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$45,000TotalAmt
Program Services$22,500ProgramServicesAmt
Management And General$13,500ManagementAndGeneralAmt
Fundraising$9,000FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$3,600ProgramServicesAmt
Management And General$1,800ManagementAndGeneralAmt
Fundraising$600FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,663TotalAmt
Program Services$2,663ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,539TotalAmt
Management And General$6,539ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,600TotalAmt
Program Services$900ProgramServicesAmt
Management And General$1,620ManagementAndGeneralAmt
Fundraising$1,080FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,863TotalAmt
Management And General$2,863ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
MISCELLANEOUS$2,000$1,000$1,000
AWARDS CEREMONY$1,385$1,385

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$414,050TotalAmt
Program Services$375,048ProgramServicesAmt
Management And General$27,322ManagementAndGeneralAmt
Fundraising$11,680FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$608,332BOYAmt
EOY$525,094EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$507,074BOYAmt
EOY$861,711EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,115,406BOYAmt
EOY$1,386,805EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$308,500BOYAmt
EOY$398,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$308,500BOYAmt
EOY$398,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$737,260BOYAmt
EOY$914,748EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,646BOYAmt
EOY$74,057EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$806,906BOYAmt
EOY$988,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,115,406BOYAmt
EOY$1,386,805EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$175,554ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,345NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$245,808CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$764,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$427,027CurrentTaxYearMinus1YearAmt
Current Tax Year$557,451CurrentTaxYearAmt
Total$2,351,157TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,750CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,840CurrentTaxYearMinus1YearAmt
Total$36,084TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$255,302CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$365,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$776,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$431,867CurrentTaxYearMinus1YearAmt
Current Tax Year$557,451CurrentTaxYearAmt
Total$2,387,241TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,387,241PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,738CurrentTaxYearMinus1YearAmt
Current Tax Year$35,905CurrentTaxYearAmt
Total$37,973TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,738CurrentTaxYearMinus1YearAmt
Current Tax Year$35,905CurrentTaxYearAmt
Total$37,973TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,600CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,633CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,303CurrentTaxYearMinus1YearAmt
Total$22,536TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$255,532CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$367,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$779,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$451,908CurrentTaxYearMinus1YearAmt
Current Tax Year$593,356CurrentTaxYearAmt
Total$2,447,750TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97530PublicSupportCY509Pct
Public Support PY5090.98850PublicSupportPY509Pct
Investment Income CY0.01550InvestmentIncomeCYPct
Investment Income PY0.00120InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,646BeginningYearBalanceAmt
Contributions$1,447ContributionsAmt
Investment Earnings Or Losses$2,964InvestmentEarningsOrLossesAmt
End Year Balance$74,057EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,000BeginningYearBalanceAmt
Contributions$18,000ContributionsAmt
Investment Earnings Or Losses$1,646InvestmentEarningsOrLossesAmt
End Year Balance$69,646EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,000BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
End Year Balance$50,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$49,000ContributionsAmt
Administrative Expenses$4,000AdministrativeExpensesAmt
End Year Balance$45,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$599,701TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,345NetUnrealizedGainsInvstAmt
Other Revenue$3,752OtherRevenueAmt
Revenue Not Reported$10,097RevenueNotReportedAmt
Revenue Subtotal$589,604RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$589,604TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$417,802TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,752OtherExpensesIncludedAmt
Expenses Not Reported$3,752ExpensesNotReportedAmt
Expenses Subtotal$414,050ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$414,050TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE JEFF GUTTENTAG MEMORIAL SCHOLARSHIP WAS ESTABLISHED IN 2020, IN MEMORY OF JEFF GUTTENTAG, A LONGTIME MEMBER AND LEADER AT COLD SPRING COUNTRY CLUB ON LONG ISLAND. THE SPECIAL SCHOLARSHIP AT THE LICSF WILL BE AWARDED TO A HIGHLY ACCOMPLISHED CADDIE FROM COLD SPRING COUNTRY CLUB WHO QUALIFIES UNDER THE LICSF'S ELIGIBILITY GUIDELINES. THE GUTTENTAG SCHOLARSHIP WILL SUPPLEMENT THE LICSF'S SCHOLARSHIP AWARDED FROM ITS GENERAL FUND.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENTS 3,752.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 3,752.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF MARATHONEvent1Nm
Gross Receipts Event1$44,825GrossReceiptsEvent1Amt
Charitable Contri Event1$44,825CharitableContriEvent1Amt
Other Direct Expenses Event1$3,752OtherDirectExpensesEvent1Amt
Gross Receipts Total$44,825GrossReceiptsTotalAmt
Charitable Contributions Tot$44,825CharitableContributionsTotAmt
Oth Direct Expnss Total Events$3,752OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$3,752DirectExpenseSummaryEventsAmt
Net Income Summary-$3,752NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient84RecipientCnt
Cash Grant$344,000CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE CADDIE MASTER AND/OR GOLF PROFESSIONAL SELECT A DESERVING CADDIE OR CADDIE FROM THEIR CLUB. EACH CANDIDATE COMPLETES AN APPLICATION. AS PART OF THE APPLICATION, THEY ARE REQUIRED TO GET ENDORSEMENTS FROM THEIR SPONSORING CLUB, CURRENT SCHOOL, AND THEIR PARENTS, WHO STATE THEIR PLANS FOR PAYING FOR THEIR CHILD'S SCHOOLING. THE APPLICATION PACKAGE INCLUDES A FAFSA AND AN IRS FORM 1040 FOR PURPOSE OF DETERMINING FINANCIAL NEED. ONCE AN APPLICATION IS RECEIVED, IT IS REVIEWED AT THE LONG ISLAND CADDIE SCHOLARSHIP FUND OFFICE FOR COMPLETENESS AND FINANCIAL NEED. IF THERE IS LOW OR NO FINANCIAL NEED, THE SCHOLARSHIP WILL BE REDUCED FROM $2,500 TO $750. ALL ELIGIBLE SCHOLARSHIP CANDIDATES ARE THEN INVITED TO AN INTERVIEW WITH LICSF BOARD MEMBERS. THE INTERVIEW IS A BRIEF DISCUSSION OF THE STUDENT'S FAMILY, SCHOOL EXPERIENCE, COLLEGE PLANS AND EXPERIENCES IN GOLF AND AS A CADDIE. THERE ARE ALSO TWO "NAMED SCHOLARSHIPS" GIVEN BY FAMILY FOUNDATIONS. THE BOARD MEMBERS DOING INTERVIEWS IDENTIFY STRONG CANDIDATES FOR THESE SPECIAL AWARDS THAT CARRY ADDITIONAL PRESTIGE BUT NOT MONEY. IN EARLY AUGUST AN AWARD CEREMONY IS HELD FOR RECIPIENTS AND THEIR FAMILIES, LICSF OFFICERS AND BOARD MEMBERS. EACH SCHOLAR GIVES A BRIEF SPEECH ON FAMILY, THEIR EXPERIENCE CADDYING AND IN GOLF, AS WELL AS THEIR COLLEGE/CAREER PLANS. CHECKS ARE THEN PRESENTED TO EACH SCHOLAR. EACH SUBSEQUENT YEAR FOR UP TO 4 YEARS AS AN UNDERGRADUATE, THE SCHOLARSHIP IS RENEWED BASED ON SUBMISSION BY THE STUDENT OF THEIR COLLEGE TRANSCRIPT AND CLASS SCHEDULE, SHOWING SATISFACTORY PROGRESS AND CONTINUED ENROLLMENT. IN AUGUST OF EACH YEAR, ADDITIONAL CHECKS ARE MAILED OUT TO STUDENTS WHO HAVE SUBMITTED APPROPRIATE EVIDENCE THAT THEIR EDUCATION IS CONTINUING.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1THE PURPOSE OF THE LONG ISLAND CADDIE SCHOLARSHIP FUND, INC. IS TO CREATE AND/OR GRANT SCHOLARSHIPS TO COLLEGES, UNIVERSITIES OR OTHER INSTITUTIONS OF HIGHER EDUCATION ABOVE THE HIGH SCHOOL LEVEL FOR NEEDY AND DESERVING INDIVIDUALS WHO ARE GOLF CADDIES, OR WERE FORMER GOLF CADDIES, AT ANY OF THE GOLF AND/OR COUNTRY CLUBS LOCATED IN THE COUNTIES OF NASSAU AND SUFFOLK IN THE STATE OF NEW YORK, WHICH ARE MEMBERS IN GOOD STANDING OF ANY ONE OR MORE OF THE FOLLOWING ORGANIZATIONS: LONG ISLAND GOLF ASSOCIATION LONG ISLAND PROFESSIONAL GOLFERS ASSOCIATION LONG ISLAND SENIOR GOLF ASSOCIATION WOMEN'S CROSS COUNTY GOLF ASSOCIATION OR WOMEN'S LONG ISLAND GOLF ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE TREASURER REVIEWS THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE LONG ISLAND CADDIE SCHOLARSHIP FUND, INC ("LICSF") DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
PART XII - LINE 1THE FUND'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LONG ISLAND GOLF ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 KNOLLWOOD ROADAddressLine1Txt
CityELMSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10589ZIPCd
FieldValueIRS element (for citing)
EIN112996300EIN
Primary ActivitiesASSOCIATIONPrimaryActivitiesTxt
Legal Domicile StateNYLegalDomicileStateCd
Exempt Code Section501(C)(4)ExemptCodeSectionTxt
Public Charity StatusN/APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LONG ISLAND GOLF ASSOCIATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$220,000InvolvedAmt