2023-11-14T10:10:32-06:00 2022-12-31 990 2022-01-01 232823013 Fox & RoachTrident Charities % RON SLIZOFSKI TREASURER FOX& 6107227851 431 W LANCASTER AVENUE DEVON PA 19333 RON SLIZOFSKI VP/Sec./Treasurer 6108897742 2023-11-10 RON SLIZOFSKI XXX-XX-XXXX 2 2022 2023-04-26 12:10:37Z KATHRYN F ERB 431 W LANCASTER AVENUE DEVON PA 19333 440776 false X WWW.FOXANDROACHCHARITIES.COM X 1995 PA SEE SCHEDULE O 10 10 0 12 0 529624 440776 0 0 0 0 0 0 529624 440776 560269 453169 0 0 0 0 0 0 0 0 0 560269 453169 -30645 -12393 44058 31665 0 0 44058 31665 X 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. false false 453169 453169 DISBURSED $453,171 TO QUALIFIED ORGANIZATIONS. 453169 true true false false false false false false false false false false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false X 10 10 true false false false true true true true true false false true true true true true true false false false NJ PA X RON SLIZOFSKI TREASURER 6107227851 431 W LANCASTER AVENUE Devon PA 19333 X PAUL F CALISTRO JR TRUSTEE 1.0 0.0 X 0 0 0 JOAN DOCKTOR VP/TRUSTEE 1.0 0.0 X X 0 0 0 KATHRYN ERB PRESIDENT/TRUSTEE 37.5 0.0 X X 0 0 0 LAWRENCE F FLICK IV VP/TRUSTEE 1.0 0.0 X X 0 0 0 LAWRENCE F FLICK V TRUSTEE 1.0 0.0 X 0 0 0 FRANCISE LANCOS TRUSTEE 1.0 0.0 X 0 0 0 RONALD SLIZOFSKI TRUSTEE/SECRETARY/TREASURER 3.0 0.0 X X 0 0 0 JOHN H THACHER JR TRUSTEE 1.0 0.0 X 0 0 0 JOHN A WESTRUM TRUSTEE 1.0 0.0 X 0 0 0 LOIS W GRECO TRUSTEE 1.0 0.0 X 0 0 0 0 0 0 0 false false false NONE 0 129524 311252 440776 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 440776 453169 453169 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 453169 453169 0 0 10194 5556 0 0 33864 26109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44058 31665 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 44058 31665 0 0 44058 31665 44058 31665 -12393 X X false true X true false X 560892 548512 448646 529624 440776 2528450 0 0 560892 548512 448646 529624 440776 2528450 1391941 1136509 0 0 0 0 0 0 0 0 2528450 0.44949 0.46134 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X 585765 144989 144989 440776 440776 598158 144989 144989 453169 453169 PART XIII FOR THE YEAR ENDED DECEMBER 31, 2022, 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. true DELAWARE HOSPICE 16 Polly Drummond Center 2nd Floor Newark DE 19711 510258883 501(C)(3) 13267 GENERAL SUPPORT GESU SCHOOL 1700 W Thompson St Philadelphia PA 19121 232728931 501(C)(3) 8000 GENERAL SUPPORT WEST END NEIGHBORHOOD HOUSE 710 North Lincoln Street Wilmington DE 19805 510064301 501(C)(3) 5632 GENERAL SUPPORT HABITAT FOR HUMANITY OF CHESTER COUNTY 1847 E Lincoln Highway Coatesville PA 19320 232549743 501(C)(3) 12405 Annual Build A House Campaign CANCER SUPPORT COMMUNITY OF GREATER LEHIGH VALLEY 944 Marcon Blvd No 110 Allentown PA 18109 731657537 501(C)(3) 33245 GENERAL SUPPORT CRADLES TO CRAYONS 155 North Beacon Street Brighton MA 02135 043584367 501(C)(3) 23207 GENERAL SUPPORT RONALD MCDONALD HOUSE CHARITIES 110 N Carpenter St Chicago IL 606072101 362934689 501(C)(3) 7174 RMH-Philly COVENANT HOUSE NEW JERSEY 330 WASHINGTON STREET NEWARK NJ 07102 133537710 501(C)(3) 6442 GENERAL SUPPORT METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE 420 North 20th Street Philadelphia PA 19130 232586142 501(C)(3) 8327 GENERAL SUPPORT FAMILY PROMISE INTERFAITH HOSPITALITY NETWORK OF G 206 ELLIS ST GLASSBORO NJ 08028 550830629 501(C)(3) 5312 HELPING HOMELESS FAMILIES THE UNFORGOTTEN HAVEN 528 Highland Ave Westville NJ 08093 473015775 501(C)(3) 6624 GENERAL SUPPORT AMERICAN HEART ASSOCIATION INC 7272 Greenville Avenue Dallas TX 75231 135613797 501(C)(3) 5375 GENERAL SUPPORT ACLAMO FAMILY CENTERS 512 West Marshall Street Norristown PA 19401 232059489 501(C)(3) 6601 General Support GEMMA SERVICES 512 West Township Line Road Plymouth Meeting PA 19462 232310084 501(C)(3) 6890 Children's services HOMEFRONT INC 1880 Princeton Ave Lawrenceville NJ 08648 223165145 501(C)(3) 5375 Children and housing services PROJECT HOME 1515 Fairmont Avenue Philadelphia PA 19130 232555950 501(C)(3) 5344 Housing Services URBANPROMISE MINISTRIES INC 3700 Rudderow Street Pennsauken NJ 08110 223229121 501(C)(3) 7500 The SteetLeader program COMMUNITY FOOD BANK OF NEW JERSEY INC 31 EVANS TERMINAL ROAD HILLSIDE NJ 07205 222423882 501(C)(3) 13407 GENERAL SUPPORT MINDING YOUR MIND 124 SIBLEY AVENUE ARDMORE PA 19003 208448707 501(C)(3) 20000 GENERAL SUPPORT ST PATRICK'S CENTER INC 107 EAST 14TH STREET WILMINGTON DE 19801 510120169 501(C)(3) 7500 GENERAL SUPPORT 20 SCHEDULE I, PART I, LINE 2 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. 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, 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, 2022, 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. Fox & Roach Trident LP 431 W Lancaster Ave Devon PA 19333 200978305 Real Estate PA NA false false true false false false false false false false false false true true true false false false false NA