FOX & ROACH-TRIDENT CHARITIES: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FOX & ROACH-TRIDENT CHARITIES (EIN 23-2823013)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-31
IRS object ID
202403059349302035
Schema version
2023v5.1
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)
Return2024-10-31T15:30:03-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN231980475PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KREISCHER MILLERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 WITMER ROAD SUITE 350AddressLine1Txt
CityHORSHAMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190442369ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232823013EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOX & ROACHTRIDENT CHARITIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOX&BusinessNameControlTxt
Phone3024090482PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1470 BOOT ROAD PO BOX 473AddressLine1Txt
CityDOWNINGTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19335ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRON SLIZOFSKIPersonNm
Person TitleVP/SECRETARY/TREASURERPersonTitleTxt
Phone3024090482PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER M PEKULAPreparerPersonNm
PTINP00734965PTIN
Phone2154414600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerRONALD SLIZOFSKIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1470 BOOT ROAD PO BOX 473AddressLine1Txt
CityDOWNINGTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19335ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$231,995GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FOXANDROACHTRIDENTCHARITIES.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$440,776PYContributionsGrantsAmt
CY Contributions Grants$231,995CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$440,776PYTotalRevenueAmt
CY Total Revenue$231,995CYTotalRevenueAmt
PY Grants And Similar Paid$453,169PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$219,741CYGrantsAndSimilarPaidAmt
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$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$453,169PYTotalExpensesAmt
CY Total Expenses$219,741CYTotalExpensesAmt
PY Revenues Less Expenses-$12,393PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,254CYRevenuesLessExpensesAmt
Total Assets BOY$31,665TotalAssetsBOYAmt
Total Assets EOY$43,919TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,665NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,919NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$219,741ExpenseAmt
Grant$219,741GrantAmt
DescDISBURSED $219,741 TO QUALIFIED ORGANIZATIONSDesc
Total Program Service Expenses$219,741TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
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 FootnoteYes (1)IncludeFIN48FootnoteInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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 Document0IRPDocumentCnt
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 Contributions0QuidProQuoContributionsInd
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 Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
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 FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RONALD SLIZOFSKI TREASURERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3024090482PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1470 BOOT ROAD PO BOX 473AddressLine1Txt
CityDOWNINGTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19335ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
PAUL F CALISTRO JR
TRUSTEE1.00Yes (X)$0$0$0
JOAN DOCKTOR
VP/TRUSTEE1.00Yes (X)$0$0$0Yes (X)
KATHRYN ERB
PRESIDENT/TRUSTEE37.50Yes (X)$0$0$0Yes (X)
LAWRENCE F FLICK V
TRUSTEE1.00Yes (X)$0$0$0
FRANKIE LANCOS
TRUSTEE1.00Yes (X)$0$0$0
RONALD SLIZOFSKI
SECRETARY/TREASURER3.00Yes (X)$0$0$0Yes (X)
JOHN H THATCHER JR
TRUSTEE1.00Yes (X)$0$0$0
JOHN A WESTRUM
TRUSTEE1.00Yes (X)$0$0$0
LOIS W GRECO
TRUSTEE1.00Yes (X)$0$0$0
LAWRENCE F FLICK IV
VP/TRUSTEE1.00Yes (X)$0$0$0Yes (X)
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
Related Organizations$1,457RelatedOrganizationsAmt
All Other Contributions$230,538AllOtherContributionsAmt
Total Contributions$231,995TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$231,995TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$219,741TotalAmt
Program Services$219,741ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$219,741TotalAmt
Program Services$219,741ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,556BOYAmt
EOY$25,973EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,109BOYAmt
EOY$17,946EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,665BOYAmt
EOY$43,919EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,665BOYAmt
EOY$43,919EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,665BOYAmt
EOY$43,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,665BOYAmt
EOY$43,919EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,254ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$548,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$529,624CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,776CurrentTaxYearMinus1YearAmt
Current Tax Year$231,995CurrentTaxYearAmt
Total$2,199,553TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$548,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,646CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$529,624CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$440,776CurrentTaxYearMinus1YearAmt
Current Tax Year$231,995CurrentTaxYearAmt
Total$2,199,553TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$486,304SubstantialContributorsTotAmt
Public Support Total170$1,713,249PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
FieldValueIRS element (for citing)
Total Support$2,199,553TotalSupportAmt
Public Support CY1700.77890PublicSupportCY170Pct
Public Support PY1700.44950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$365,651TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$133,656DonatedServicesAndUseFcltsAmt
Revenue Not Reported$133,656RevenueNotReportedAmt
Revenue Subtotal$231,995RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$231,995TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$353,397TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$133,656DonatedServicesUseFcltsAmt
Expenses Not Reported$133,656ExpensesNotReportedAmt
Expenses Subtotal$219,741ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$219,741TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC AND FROM STATE INCOME TAXES UNDER SIMILAR STATUTES; THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FOR THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, WHICH WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS POTENTIALLY SUBJECT TO FEDERAL, STATE, AND LOCAL EXAMINATIONS FOR YEARS SUBSEQUENT TO DECEMBER 31, 2019.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BUILD JAKE'S PLACE
5311 MAGNOLIA AVEPENNSAUKENNJ08109261608282501(C)(3)$950$0TABLE FOR THE MAGIC OF PLAY EVENT TO BE HELD FRIDAY, NOVEMBER 17, 2023
BUILD JAKE'S PLACE
5311 MAGNOLIA AVEPENNSAUKENNJ08109261608282501(C)(3)$5,000$0MAGIC OF PLAY GALA TO BE HELD NOVEMBER 17, 2023.
BUILD JAKE'S PLACE
5311 MAGNOLIA AVEPENNSAUKENNJ08109261608282501(C)(3)$680$0ALL-INCLUSIVE PLAYGROUNDS AND SERVICES
CANCER SUPPORT COMMUNITY OF THE GREATER LEHIGH VALLEY
944 MARCON BLVD NO 110ALLENTOWNPA18109731657537501(C)(3)$10,000$0THE 27TH ANNUAL CHARLES B. PATT, JR. MEMORIAL GOLF TOURNAMENT TO BE HELD MONDAY, MAY 20, 2024
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$1,008$0OFFICE HELD A "KEYS TO THE ESTATE" OPEN HOUSE ON FEBRUARY 9, 2023 WITH A PORTION OF THE PROCEEDS TO BENEFIT CRADLES TO CRAYONS. RAISED $1008 = 50.4 BACKPACKS.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$2,500$0CONTINUED SUPPORT OF THEIR READY FOR LEARNING PROGRAM
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$350$0PURCHASING 17.5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. MOLLY SIMON GAVE CHECK FROM THE BENEDICT MILLER FOUNDATION.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$983$0PURCHASING 49 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. OFFICE HELD AN INTERNAL FUNDRAISER FOR THE DRIVE.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$100$0PURCHASING 5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. AGENT CHECK WAS MADE PAYABLE TO FRTC.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$500$0PURCHASING 25 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. LFF,IV MADE CHECK PAYABLE TO FRTC.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$6,301$0PURCHASING 315 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. OFFICE HELD 3 OFFICE FUNDRAISERS.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$750$0PURCHASING 37.5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$400$0PURCHASING 20 BACKPACKS FOR ANNUAL BACKPACK CHALLENGE. OFFICE HELD AN INTERNAL FUNDRAISER FOR THE DRIVE.
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$692$0CHILDREN'S SERVICES
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$2,149$0CHILDREN'S SERVICES
CRADLES TO CRAYONS - PHILADELPHIA
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$303$0KIDPACKS AND SCHOOL SUPPLIES
DELAWARE HOSPICE
16 POLLY DRUMMOND CENTER 2ND FLOORNEWARKDE19711510258883501(C)(3)$10,000$0THE 21ST ANNUAL DELAWARE HOSPICE JAZZ BRUNCH TO BE HELD SUNDAY, APRIL 14, 2024 AT HARRY'S SAVOY GRILL
GEMMA SERVICES
512 WEST TOWNSHIP LINE ROADPLYMOUTH MEETINGPA19462232310084501(C)(3)$2,039$0CHILDREN'S SERVICES
GESU SCHOOL
1700 WEST THOMPSON STREETPHILADELPHIAPA19121232728931501(C)(3)$8,000$0SUPPORTING THE EDUCATION OF 4TH GRADER, RYAN G. DURING THE 2023-2024 SCHOOL YEAR
HABIT FOR HUMANITY OF CHESTER COUNTY
1847 E LINCOLN HIGHWAYCOATESVILLEPA19320232549743501(C)(3)$1,111$0HOUSING SERVICES
THE UNFORGOTTEN HAVEN
528 HIGHLAND AVEWESTVILLENJ08093473015775501(C)(3)$525$0FOOD, CLOTHING, SHELTER, AND OTHER SERVICES FOR THOSE IN NEED
DELAWARE HOSPICE
16 POLLY DRUMMOND CENTER 2ND FLOORNEWARKDE19711510258883501(C)(3)$300$0JOINT TABLE PURCHASE FOR APRIL 23, 2023 DELAWARE HOSPICE JAZZ BRUNCH
DELAWARE HOSPICE
16 POLLY DRUMMOND CENTER 2ND FLOORNEWARKDE19711510258883501(C)(3)$300$0TABLE PURCHASE FOR APRIL 14, 2024 DELAWARE HOSPICE JAZZ BRUNCH
DELAWARE HOSPICE
16 POLLY DRUMMOND CENTER 2ND FLOORNEWARKDE19711510258883501(C)(3)$600$0TABLE PURCHASE FOR APRIL 14, 2024 DELAWARE HOSPICE JAZZ BRUNCH
GEMMA SERVICES
512 WEST TOWNSHIP LINE ROADPLYMOUTH MEETINGPA19462232310084501(C)(3)$944$0CHILDREN'S SERVICES
GEMMA SERVICES
512 WEST TOWNSHIP LINE ROADPLYMOUTH MEETINGPA19462232310084501(C)(3)$2,500$0SUPPORT OF THEIR RESIDENTIAL TREATMENT (RT) PROGRAM
HABIT FOR HUMANITY OF CHESTER COUNTY
1847 E LINCOLN HIGHWAYCOATESVILLEPA19320232549743501(C)(3)$250$0A NEW DRYWALL LIFT FOR HOME BUILDS
HABIT FOR HUMANITY OF CHESTER COUNTY
1847 E LINCOLN HIGHWAYCOATESVILLEPA19320232549743501(C)(3)$303$0HOUSING SERVICES
HABIT FOR HUMANITY OF CHESTER COUNTY
1847 E LINCOLN HIGHWAYCOATESVILLEPA19320232549743501(C)(3)$10,000$0THE 21ST ANNUAL BUILD A HOUSE...BUILD A DREAM CONTEST FOR KIDS TO BE HELD SATURDAY, MARCH 2, 2024 AT CHURCH FARM SCHOOL
THE UNFORGOTTEN HAVEN
528 HIGHLAND AVEWESTVILLENJ08093473015775501(C)(3)$3,316$0NO BELLY LEFT BEHIND, NEW LIFE BASKETS, AND FUR BABY PROJECT
THE UNFORGOTTEN HAVEN
528 HIGHLAND AVEWESTVILLENJ08093473015775501(C)(3)$1,101$0ITEMS FOR THOSE IN NEED
THE UNFORGOTTEN HAVEN
528 HIGHLAND AVEWESTVILLENJ08093473015775501(C)(3)$2,350$0HOMELESS OUTREACH, BLESSING BAGS, FOOD PANTRY, AND EMPOWERMENT BAGS
FieldValueIRS element (for citing)
Total501c3 Org8Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationFOX & ROACH/TRIDENT CHARITIES SCHEDULES SITE VISITS; REQUIRES A GRANT REPORT FOR ANY GRANTS $10,000 AND ABOVE; REQUIRES AN ANNUAL REPORT FOR GRANTS UNDER $10,000. FOX & ROACH/TRIDENT CHARITIES ALSO PERIODICALLY ASKS FOR UPDATES THROUGHOUT THE YEAR. ALL OF THE REQUIRED AND REQUESTED INFORMATION IS PROVIDED TO THE BOARD OF TRUSTEEES DURING THE YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:FOX & ROACH/TRIDENT CHARITIES (THE ORGANIZATION) IS A CHARITABLE FUND THAT WAS ESTABLISHED BY FOX & ROACH/TRIDENT LIMITED PARTNERSHIP (THE COMPANY) IN 1995. THE ORGANIZATION'S MISSION IS TO AID CHILDREN AND FAMILIES IN STRESSFUL LIFE CIRCUMSTANCES. THE ORGANIZATION COLLECTS VOLUNTARY CONTRIBUTIONS FROM SALES ASSOCIATES AND EMPLOYEES OF THE COMPANY, AND THE COMPANY HAS HISTORICALLY MATCHED SOME OF THOSE CONTRIBUTIONS, SUBJECT TO CERTAIN LIMITS. THE ORGANIZATION USES CONTRIBUTIONS RECEIVED BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN THE TRISTATE AREA. THE ORGANIZATION EMPHASIZES SUPPORT FOR SMALLER ORGANIZATIONS PROVIDING SERVICES AT THE GRASS ROOTS LEVEL, WHICH AIMS TO IMPROVE THE QUALITY OF CHILDREN'S LIVES AND HELP WITH HOUSING NEEDS. THE ORGANIZATION ALSO ENDEAVORS TO AID IN MOBILIZING COMMUNITY VOLUNTEERS TO AID SUCH ORGANIZATIONS IN PROVIDING SUCH SERVICES.
FORM 990, PART VI, SECTION B, LINE 11:AFTER REVIEW BY THE INTERNAL TAX DEPARTMENT OF THE SOLE MEMBER OF THE ORGANIZATION AND OUTSIDE TAX COUNSEL, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. EACH TRUSTEE IS ASKED TO REVIEW THE FORM 990 AND CONTACT THE TREASURER WITH ANY QUESTIONS.
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:FOX & ROACH / TRIDENT CHARITIES (THE ORGANIZATION) IS A CHARITABLE FUND THAT WAS ESTABLISHED BY FOX & ROACH / TRIDENT LIMITED PARTNERSHIP (THE COMPANY) IN 1995. THE ORGANIZATION'S MISSION IS TO AID CHILDREN AND FAMILIES IN STRESSFUL LIFE CIRCUMSTANCES. THE ORGANIZATION COLLECTS VOLUNTARY CONTRIBUTIONS FROM SALES ASSOCIATES AND EMPLOYEES OF THE COMPANY, AND THE COMPANY HAS HISTORICALLY MATCHED SOME OF THOSE CONTRIBUTIONS, SUBJECT TO CERTAIN LIMITS. THE ORGANIZATION USES CONTRIBUTIONS RECEIVED BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS IN THE TRI-STATE AREA. THE ORGANIZATION EMPHASIZES SUPPORT FOR SMALLER ORGANIZATIONS PROVIDING SERVICES AT THE GRASSROOTS LEVEL, WHICH AIMS TO IMPROVE THE QUALITY OF CHILDREN'S LIVES AND HELP WITH HOUSING NEEDS. THE ORGANIZATION ALSO ENDEAVORS TO AID IN MOBILIZING COMMUNITY VOLUNTEERS TO AID SUCH ORGANIZATIONS IN PROVIDING SUCH SERVICES.
FORM 990, PART VI, SECTION A, LINE 2KATHRYN F. ERB, LAWRENCE F. FLICK, IV, JOAN DOCKTOR, RONALD J. SLIZOFSKI, LAWRENCE F. FLICK, V AND JOHN H. THACHER, JR. HAVE A BUSINESS RELATIONSHIP. LAWRENCE F. FLICK, IV AND LAWRENCE F. FLICK, V HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ORGANIZATION IS FOX & ROACH/TRIDENT LIMITED PARTNERSHIP, A PENNSYLVANIA LIMITED PARTNERSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBER HAS THE POWER TO DETERMINE THE TOTAL NUMBER OF TRUSTEES, MAY APPOINT ONE OR MORE TRUSTEES AT ANY TIME, AND MAY REMOVE ANY OF THE ORGANIZATION'S BOARD OF TRUSTEES. THE BOARD OF TRUSTEES ALSO HAS THE POWER TO APPOINT TRUSTEES TO THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BTHE APPROVAL OF THE MEMBER IS REQUIRED FOR ANY OF THE FOLLOWING ACTIONS BY THE CORPORATION: (A) ANY MERGER, CONSOLIDATION, DIVISION, DISSOLUTION, OR LIQUIDATION OF THE CORPORATION (B) ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS AND (C) THE SALE, PLEDGE, LEASE, OR OTHER TRANSFER OF ASSETS OF THE CORPORATION OTHER THAN TRANSACTIONS OCCURING IN THE ORDINARY COURSE OF BUSINESS.
FORM 990, PART VI, SECTION B, LINE 11BAFTER REVIEW BY THE INTERNAL TAX DEPARTMENT OF THE SOLE MEMBER OF THE ORGANIZATION AND OUTSIDE TAX COUNSEL, THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES. EACH TRUSTEE IS ASKED TO REVIEW THE FORM 990 AND CONTACT THE TREASURER WITH ANY QUESTIONS.
FORM 990, PART VI, SECTION B, LINE 12CEACH TRUSTEE AND OFFICER COMPLETES AN ANNUAL STATEMENT DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE PRESIDENT REVIEWS THE DISCLOSURE STATEMENTS AND REPORTS ANY DISCLOSURES TO THE ENTIRE BOARD OF TRUSTEES. IN ADDITION TO SUBMITTING THE ANNUAL DISCLOSURE STATEMENT, TRUSTEES AND OFFICERS MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS ON AN ONGOING BASIS AS MATTERS ARISE. THE BOARD OF TRUSTEES EVALUATES ALL DISCLOSURES AND DETERMINES WHETHER A CONFLICT OF INTEREST EXISTS UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. TRUSTEES WHO HAVE A CONFLICT OF INTEREST DO NOT VOTE ON MATTERS AS TO WHICH A CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION C, LINE 19EXCEPT TO THE EXTENT REQUIRED BY APPLICABLE LAW, IN WHICH CASE THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
FORM 990, PART VI, LINE 1A:UNDER ITS BYLAWS, THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE, COMPOSED OF THE PRESIDENT AND AT LEAST TWO ADDITIONAL TRUSTEES. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT FOR THE BOARD BETWEEN ITS REGULAR MEETINGS.
FORM 990, PART VI, LINE 15:THE ORGANIZATION DOES NOT COMPENSATE OFFICERS OR KEY EMPLOYEES. THEREFORE, THE ORGANIZATION DOES NOT USE THE LISTED COMPENSATION SETTING PRACTICES AT THIS TIME
FORM 990, PART IX, COLUMN D:DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION INCURRED NO FUNDRAISING EXPENSES. ANY EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS WERE CONTRIBUTED BY ITS SOLE MEMBER.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1FOX & ROACH TRIDENT LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1431 W LANCASTER AVEAddressLine1Txt
CityDEVONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19333ZIPCd
FieldValueIRS element (for citing)
EIN200978305EIN
Primary ActivitiesREAL ESTATEPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
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

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