FOX & ROACH-TRIDENT CHARITIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOX & ROACH-TRIDENT CHARITIES (EIN 23-2823013)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-20
- IRS object ID
- 202242939349300444
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-20T15:36:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232823013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fox & RoachTrident Charities | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RON SLIZOFSKI TREASURER | InCareOfNm |
| Business Name Control | FOX& | BusinessNameControlTxt |
| Phone | 6107227851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W LANCASTER AVENUE | AddressLine1Txt |
| City | DEVON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON SLIZOFSKI | PersonNm |
| Person Title | VP/Sec./Treasurer | PersonTitleTxt |
| Phone | 6108897742 | PhoneNum |
| Signature | 2022-10-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RON | PersonFirstNm |
| Person Last | SLIZOFSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN F ERB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W LANCASTER AVENUE | AddressLine1Txt |
| City | DEVON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $529,624 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOXANDROACHCHARITIES.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $448,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $529,624 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $448,646 | PYTotalRevenueAmt |
| CY Total Revenue | $529,624 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $415,235 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $560,269 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $0 | CYOtherExpensesAmt |
| PY Total Expenses | $415,235 | PYTotalExpensesAmt |
| CY Total Expenses | $560,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,645 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,703 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,058 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $560,269 | ExpenseAmt |
| Grant | $560,269 | GrantAmt |
| Desc | DISBURSED $560,269 TO QUALIFIED ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $560,269 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RON SLIZOFSKI TREASURER | PersonNm |
| Phone | 6107227851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W LANCASTER AVENUE | AddressLine1Txt |
| City | Devon | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| PAUL F CALISTRO JR | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOAN DOCKTOR | |||||||
| VP/TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHRYN ERB | |||||||
| PRESIDENT/TRUSTEE | 37.5 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAWRENCE F FLICK IV | |||||||
| VP/TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAWRENCE F FLICK V | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FRANCISE LANCOS | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RONALD SLIZOFSKI | |||||||
| TRUSTEE/SECRETARY/TREASURER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN H THACHER JR | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN A WESTRUM | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LOIS W GRECO | |||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $159,925 | RelatedOrganizationsAmt |
| All Other Contributions | $369,699 | AllOtherContributionsAmt |
| Total Contributions | $529,624 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $529,624 | TotalRevenueColumnAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,269 | TotalAmt |
| Program Services | $560,269 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,269 | TotalAmt |
| Program Services | $560,269 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,491 | BOYAmt |
| EOY | $10,194 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,212 | BOYAmt |
| EOY | $33,864 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,703 | BOYAmt |
| EOY | $44,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,703 | BOYAmt |
| EOY | $44,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,703 | BOYAmt |
| EOY | $44,058 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,703 | BOYAmt |
| EOY | $44,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,645 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,624 | CurrentTaxYearAmt |
| Total | $2,592,984 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $448,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $529,624 | CurrentTaxYearAmt |
| Total | $2,592,984 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,396,735 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,196,249 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,592,984 | TotalSupportAmt |
| Public Support CY170 | 0.46134 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46586 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $663,985 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $134,361 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $134,361 | RevenueNotReportedAmt |
| Revenue Subtotal | $529,624 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $529,624 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $694,630 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $134,361 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $134,361 | ExpensesNotReportedAmt |
| Expenses Subtotal | $560,269 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $560,269 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XIII | FormAndLineReferenceDesc |
| Explanation | FOR THE YEAR ENDED DECEMBER 31, 2021, 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, 2016. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| DELAWARE HOSPICE | ||||||||
| 16 Polly Drummond Center | 2nd Floor | Newark | DE | 19711 | 510258883 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| GESU SCHOOL | ||||||||
| 1700 W Thompson St | Philadelphia | PA | 19121 | 232728931 | 501(C)(3) | $8,000 | GENERAL SUPPORT | |
| WEST END NEIGHBORHOOD HOUSE | ||||||||
| 710 North Lincoln Street | Wilmington | DE | 19805 | 510064301 | 501(C)(3) | $14,245 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY OF CHESTER COUNTY | ||||||||
| 1847 E Lincoln Highway | Coatesville | PA | 19320 | 232549743 | 501(C)(3) | $12,382 | Annual Build A House Campaign | |
| CANCER SUPPORT COMMUNITY OF GREATER LEHIGH VALLEY | ||||||||
| 944 Marcon Blvd | No 110 | Allentown | PA | 18109 | 731657537 | 501(C)(3) | $29,823 | GENERAL SUPPORT |
| CRADLES TO CRAYONS | ||||||||
| 155 North Beacon Street | Brighton | MA | 02135 | 043584367 | 501(C)(3) | $30,757 | GENERAL SUPPORT | |
| PETER'S PLACE | ||||||||
| 336 King of Prussia Road | Wayne | PA | 19087 | 233062819 | 501(C)(3) | $8,389 | GENERAL SUPPORT | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 110 N Carpenter St | Chicago | IL | 606072101 | 362934689 | 501(C)(3) | $6,676 | RMH-Philly | |
| COVENANT HOUSE NEW JERSEY | ||||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | 133537710 | 501(C)(3) | $6,828 | GENERAL SUPPORT | |
| COVENANT HOUSE INC | ||||||||
| 251 E BRINGHURST ST | PHILADELPHIA | PA | 19144 | 236405863 | 501(C)(3) | $6,855 | GENERAL SUPPORT | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||||
| 420 North 20th Street | Philadelphia | PA | 19130 | 232586142 | 501(C)(3) | $13,398 | GENERAL SUPPORT | |
| FAMILY PROMISE INTERFAITH HOSPITALITY NETWORK OF G | ||||||||
| 206 ELLIS ST | GLASSBORO | NJ | 08028 | 550830629 | 501(C)(3) | $8,373 | HELPING HOMELESS FAMILIES | |
| RESCUE MISSION OF TRENTON | ||||||||
| 98 Carroll Street | Trenton | NJ | 08609 | 210656182 | 501(C)(3) | $8,500 | EMERGENCY SERVICES PROGRAM | |
| THE UNFORGOTTEN HAVEN | ||||||||
| 528 Highland Ave | Westville | NJ | 08093 | 473015775 | 501(C)(3) | $7,929 | GENERAL SUPPORT | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | 135613797 | 501(C)(3) | $7,281 | GENERAL SUPPORT | |
| FOOD BANK OF SOUTH JERSEY | ||||||||
| 1501 John Tipton Blvd | Pennsauken | NJ | 08109 | 222623089 | 501(C)(3) | $5,105 | GENERAL SUPPORT | |
| ACLAMO | ||||||||
| 512 West Marshall Street | Norristown | PA | 19401 | 232059489 | 501(C)(3) | $7,390 | General Support | |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | ||||||||
| 1717 West Allegheny Avenue | Philadelphia | PA | 19132 | 273106321 | 501(C)(3) | $5,200 | The Horizons Program | |
| GEMMA SERVICES | ||||||||
| 512 West Township Line Road | Plymouth Meeting | PA | 19462 | 232310084 | 501(C)(3) | $10,702 | Children's services | |
| HOMEFRONT INC | ||||||||
| 1880 Princeton Ave | Lawrenceville | NJ | 08648 | 223165145 | 501(C)(3) | $8,305 | Children and housing services | |
| LAUREL HOUSE | ||||||||
| 180 W Germantown Pike Ste 2 PO | Norristown | PA | 19404 | 232172743 | 501(C)(3) | $8,066 | Children, family and housing services | |
| PARKSIDE BUSINESS & COMMUNITY IN PARTNERSHIP INC | ||||||||
| 1487 Kenwood Avenue | Camden | NJ | 08103 | 223242446 | 501(C)(3) | $10,000 | Housing Counseling program | |
| PROJECT HOME | ||||||||
| 1515 Fairmont Avenue | Philadelphia | PA | 19130 | 232555950 | 501(C)(3) | $5,938 | Housing Services | |
| URBANPROMISE MINISTRIES INC | ||||||||
| 3700 Rudderow Street | Pennsauken | NJ | 08110 | 223229121 | 501(C)(3) | $10,000 | The SteetLeader program | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FOX & 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 TRUSTEES DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TRI-STATE 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, LINE2: | KATHRYN F. ERB, LAWRENCE F. FLICK, IV, JOAN DOCKTOR, RONALD J. SLIZOFSKI, R. BRUCE GLENDINNING, 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 6: | THE SOLE MEMBER OF THE ORGANIZATION IS FOX & ROACH/TRIDENT LIMITED PARTNERSHIP, A PENNSYLVANIA LIMITED PARTNERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE 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 7B: | THE 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 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 VI, SECTION B, LINE 12C: | EACH 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 19: | EXCEPT 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 AVAILABLE TO THE PUBLIC. |
| 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, 2021, THE ORGANIZATION INCURRED NO FUNDRAISING EXPENSES. ANY EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS WERE CONTRIBUTED BY ITS SOLE MEMBER. |
| FORM 990, PART XII, LINE 2C: | THERE ARE NO CHANGES FROM THE PRIOR YEAR. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fox & Roach Trident LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 W Lancaster Ave | AddressLine1Txt |
| City | Devon | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200978305 | EIN |
| Primary Activities | Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |