2012-05-11T08:16:46-05:00 2011-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2011-01-01 232823013 FOX & ROACH CHARITIES FOX& 6108897760 431 W LANCASTER AVENUE DEVON PA 19333 JAMES J WATERS JR 6108897760 2012-05-09 1 KEVIN MCGINN P00440382 2154414600 2011 2016-02-24 21:20:13Z KATHRYN F ERB 431 W LANCASTER AVENUE DEVON PA 19333 245127 0 X WWW.FOXANDROACHCHARITIES.COM X 1995 PA FOX & ROACH CHARITIES (THE ORGANIZATOIN) IS A CHARITBLE FUND THAT WAS ESTABLISHED BY FOX & ROACH/TRIDENT LIMITED PARTNERSHIP (THE COMPANY) IN 1996. THE ORGANIZATION'S MISSION IS TO AID CHILDREN AND FAMILIES IN STRESSFUL LIFE CIRCUMSTANCES, ESPECIALLY THOSE EXPERIENCING DIFFICULTIES RELATED TO HOUSING. 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 DELAWARE VALLEY. THE ORGANIZATION EMPHASIZES SUPPORT FOR SMALLER ORGANIZATIONS PROVIDING SERVICES AT A GROSS 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. 13 13 0 14 0 0 208979 245126 0 0 30 1 0 0 209009 245127 217172 162345 0 0 0 0 0 0 0 4672 0 221844 162345 -12835 82782 16137 98339 580 0 15557 98339 X FOX & ROACH CHARITIES (THE ORGANIZATOIN) IS A CHARITBLE FUND THAT WAS ESTABLISHED BY FOX & ROACH/TRIDENT LIMITED PARTNERSHIP (THE COMPANY) IN 1996.THE ORGANIZATION'S MISSION IS TO AID CHILDREN AND FAMILIES IN STRESSFUL LIFE CIRCUMSTANCES, ESPECIALLY THOSE EXPERIENCING DIFFICULTIES RELATED TO HOUSING. 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 DELAWARE VALLEY. THE ORGANIZATION EMPHASIZES SUPPORT FOR SMALLER ORGANIZATIONS PROVIDING SERVICES AT A GROSS 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. 0 0 162345 162345 DISBURSED $162,345 TO QUALIFIED ORGANIZATIONS. 162345 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ PA X JAMES J WATERS JR TREASURER 6108897760 431 W LANCASTER AVE DEVON PA 193331509 X CHARLES G ROACH JR 1.00 X 0 0 0 ARTHUR WHEELER JR 1.00 X 0 0 0 R BRUCE GLENDINNING 1.00 X X 0 0 0 FRANKIE LANCOS 1.00 X 0 0 0 PAUL F CALISTRO JR 1.00 X 0 0 0 LAWRENCE F FLICK IV 1.00 X X 0 0 0 G WILLIAM FOX JR 1.00 X X 0 0 0 JOHN H THACHER JR 1.00 X 0 0 0 GERARD F GRIESSER 5.00 X X 0 0 0 JAMES J WATERS JR 3.00 X X 0 0 0 JOHN A WESTRUM 1.00 X 0 0 0 STEVE STORTI 1.00 X 0 0 0 BRIAN P TIERNEY 1.00 X 0 0 0 KATHRYN F ERB 37.50 X X 0 0 0 0 0 0 0 0 0 0 0 245126 245126 1 1 245127 0 0 1 162345 162345 162345 162345 0 0 88 81096 16049 17243 16137 98339 580 580 0 X 15557 98339 15557 98339 16137 98339 82782 0 X X 0 1 1 X 0 X 496939 409286 222788 208979 245126 1583118 496939 409286 222788 208979 245126 1583118 659344 923774 2799 1271 270 30 1 4371 1587489 0.58190 0.65120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 245127 162345 82782 82782 308924 63797 63797 245127 0 245127 226142 63797 63797 162345 0 162345 THE ORGANIZATION IS A TAX EXEMPT ORGANIZATION AND AS SUCH, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES IN ACCORDANCE WITH SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. FASB ASC 740, INCOME TAXES, IS THE AUTHORITATIVE PRONOUNCEMENT ON ACCOUNTING FOR AND REPORTING INCOME TAX LIABILITIES AND EXPENSES. FASB ASC 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTED FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. IN ADDITION, FASB ASC 740 PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION AND DISCLOSURE. THE ORGANIZATION FILES FEDERAL FORM 990. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. THE ORGANIZATION DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS TAX POSITIONS OVER THE NEXT 12 MONTHS. 1 DELAWARE HOSPICE 3515 SILVERSIDE ROAD WILMINGTON DE 19810 510258883 501(C)(3) 10000 GENERAL SUPPORT ESF DREAM CAMP FOUNDATION 750 E HAVERFORD ROAD BRYN MAWR PA 19041 233045020 501(C)(3) 10000 GENERAL SUPPORT GESU SCHOOL 1700 W THOMPSON STREET PHILADELPHIA PA 19121 232728931 501(C)(3) 6000 GENERAL SUPPORT GREATER PHILADELPHIA CARES 100 S BROAD STREET PHILADELPHIA PA 19110 232858593 501(C)(3) 5000 GENERAL SUPPORT 4 0 FOX & ROACH 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 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. FORM 990, PART VI, SECTION A, LINE 2 LAWRENCE F. FLICK, IV, GERARD F. GRIESSER, AND JAMES J. WATERS, JR. HAVE A BUSINESS RELATIONSHIP. LAWRENCE F. FLICK, IV AND CHARLES G. ROACH ALSO HAVE A BUSINESS 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 APPOINT AND REMOVE THE ORGANIZATION'S BOARD OF DIRECTORS. 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 OCCURRING IN THE ORDINARY COURSE OF BUSINESS. FORM 990, PART VI, SECTION B, LINE 11 AFTER REVIEW BY 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 ORGANIZATIONS CONFLICTS OF INTEREST POLICY. TRUSTEES 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 XII, LINE 2C NO CHANGE FROM PRIOR YEARS FORM 990, PART IX, COLUMN D DURING THE FISCAL YEAR ENDED DECEMBER 31, 2011, THE ORGANIZATION INCURRED NO FUNDRAISING EXPENSES. ANY EXPENSES INCURRED IN SOLICITING CONTRIBUTIONS WERE CONTRIBUTED BY ITS SOLE MEMBER. 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. FOX AND ROACH TRIDENT LP 431 W LANCASTER AVENUE DEVON PA 19333 REAL ESTATE PA N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0