2024-10-31T15:30:03-05:00 2023-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2023-01-01 232823013 FOX & ROACHTRIDENT CHARITIES FOX& 3024090482 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 RON SLIZOFSKI VP/SECRETARY/TREASURER 3024090482 2024-10-31 1 1 CHRISTOPHER M PEKULA P00734965 2154414600 2023 2024-10-15 13:58:12Z X RONALD SLIZOFSKI 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 231995 0 X WWW.FOXANDROACHTRIDENTCHARITIES.ORG X 1995 PA SEE SCHEDULE O 10 10 0 12 0 0 440776 231995 0 0 0 0 0 0 440776 231995 453169 219741 0 0 0 0 0 0 0 0 0 453169 219741 -12393 12254 31665 43919 0 0 31665 43919 X SEE SCHEDULE O 0 0 219741 219741 DISBURSED $219,741 TO QUALIFIED ORGANIZATIONS 219741 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA NJ X RONALD SLIZOFSKI TREASURER 3024090482 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 X PAUL F CALISTRO JR TRUSTEE 1.00 X 0 0 0 JOAN DOCKTOR VP/TRUSTEE 1.00 X X 0 0 0 KATHRYN ERB PRESIDENT/TRUSTEE 37.50 X X 0 0 0 LAWRENCE F FLICK V TRUSTEE 1.00 X 0 0 0 FRANKIE LANCOS TRUSTEE 1.00 X 0 0 0 RONALD SLIZOFSKI SECRETARY/TREASURER 3.00 X X 0 0 0 JOHN H THATCHER JR TRUSTEE 1.00 X 0 0 0 JOHN A WESTRUM TRUSTEE 1.00 X 0 0 0 LOIS W GRECO TRUSTEE 1.00 X 0 0 0 LAWRENCE F FLICK IV VP/TRUSTEE 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 1457 230538 231995 231995 0 0 0 X 219741 219741 219741 219741 0 0 5556 25973 26109 17946 31665 43919 0 0 X 31665 43919 31665 43919 31665 43919 12254 0 X X 0 1 X 1 0 X 548512 448646 529624 440776 231995 2199553 548512 448646 529624 440776 231995 2199553 486304 1713249 0 0 0 0 0 2199553 0.77890 0.44950 X 0 X 365651 133656 133656 231995 0 231995 353397 133656 133656 219741 0 219741 PART X, LINE 2: THE 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. 1 BUILD JAKE'S PLACE 5311 MAGNOLIA AVE PENNSAUKEN NJ 08109 261608282 501(C)(3) 950 0 TABLE FOR THE MAGIC OF PLAY EVENT TO BE HELD FRIDAY, NOVEMBER 17, 2023 BUILD JAKE'S PLACE 5311 MAGNOLIA AVE PENNSAUKEN NJ 08109 261608282 501(C)(3) 5000 0 MAGIC OF PLAY GALA TO BE HELD NOVEMBER 17, 2023. BUILD JAKE'S PLACE 5311 MAGNOLIA AVE PENNSAUKEN NJ 08109 261608282 501(C)(3) 680 0 ALL-INCLUSIVE PLAYGROUNDS AND SERVICES CANCER SUPPORT COMMUNITY OF THE GREATER LEHIGH VALLEY 944 MARCON BLVD NO 110 ALLENTOWN PA 18109 731657537 501(C)(3) 10000 0 THE 27TH ANNUAL CHARLES B. PATT, JR. MEMORIAL GOLF TOURNAMENT TO BE HELD MONDAY, MAY 20, 2024 CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 1008 0 OFFICE 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 STREET BRIGHTON MA 02135 043584367 501(C)(3) 2500 0 CONTINUED SUPPORT OF THEIR READY FOR LEARNING PROGRAM CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 350 0 PURCHASING 17.5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. MOLLY SIMON GAVE CHECK FROM THE BENEDICT MILLER FOUNDATION. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 983 0 PURCHASING 49 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. OFFICE HELD AN INTERNAL FUNDRAISER FOR THE DRIVE. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 100 0 PURCHASING 5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. AGENT CHECK WAS MADE PAYABLE TO FRTC. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 500 0 PURCHASING 25 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. LFF,IV MADE CHECK PAYABLE TO FRTC. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 6301 0 PURCHASING 315 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE. OFFICE HELD 3 OFFICE FUNDRAISERS. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 750 0 PURCHASING 37.5 BACKPACKS FOR THE ANNUAL BACKPACK CHALLENGE CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 400 0 PURCHASING 20 BACKPACKS FOR ANNUAL BACKPACK CHALLENGE. OFFICE HELD AN INTERNAL FUNDRAISER FOR THE DRIVE. CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 692 0 CHILDREN'S SERVICES CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 2149 0 CHILDREN'S SERVICES CRADLES TO CRAYONS - PHILADELPHIA 155 NORTH BEACON STREET BRIGHTON MA 02135 043584367 501(C)(3) 303 0 KIDPACKS AND SCHOOL SUPPLIES DELAWARE HOSPICE 16 POLLY DRUMMOND CENTER 2ND FLOOR NEWARK DE 19711 510258883 501(C)(3) 10000 0 THE 21ST ANNUAL DELAWARE HOSPICE JAZZ BRUNCH TO BE HELD SUNDAY, APRIL 14, 2024 AT HARRY'S SAVOY GRILL GEMMA SERVICES 512 WEST TOWNSHIP LINE ROAD PLYMOUTH MEETING PA 19462 232310084 501(C)(3) 2039 0 CHILDREN'S SERVICES GESU SCHOOL 1700 WEST THOMPSON STREET PHILADELPHIA PA 19121 232728931 501(C)(3) 8000 0 SUPPORTING THE EDUCATION OF 4TH GRADER, RYAN G. DURING THE 2023-2024 SCHOOL YEAR HABIT FOR HUMANITY OF CHESTER COUNTY 1847 E LINCOLN HIGHWAY COATESVILLE PA 19320 232549743 501(C)(3) 1111 0 HOUSING SERVICES THE UNFORGOTTEN HAVEN 528 HIGHLAND AVE WESTVILLE NJ 08093 473015775 501(C)(3) 525 0 FOOD, CLOTHING, SHELTER, AND OTHER SERVICES FOR THOSE IN NEED DELAWARE HOSPICE 16 POLLY DRUMMOND CENTER 2ND FLOOR NEWARK DE 19711 510258883 501(C)(3) 300 0 JOINT TABLE PURCHASE FOR APRIL 23, 2023 DELAWARE HOSPICE JAZZ BRUNCH DELAWARE HOSPICE 16 POLLY DRUMMOND CENTER 2ND FLOOR NEWARK DE 19711 510258883 501(C)(3) 300 0 TABLE PURCHASE FOR APRIL 14, 2024 DELAWARE HOSPICE JAZZ BRUNCH DELAWARE HOSPICE 16 POLLY DRUMMOND CENTER 2ND FLOOR NEWARK DE 19711 510258883 501(C)(3) 600 0 TABLE PURCHASE FOR APRIL 14, 2024 DELAWARE HOSPICE JAZZ BRUNCH GEMMA SERVICES 512 WEST TOWNSHIP LINE ROAD PLYMOUTH MEETING PA 19462 232310084 501(C)(3) 944 0 CHILDREN'S SERVICES GEMMA SERVICES 512 WEST TOWNSHIP LINE ROAD PLYMOUTH MEETING PA 19462 232310084 501(C)(3) 2500 0 SUPPORT OF THEIR RESIDENTIAL TREATMENT (RT) PROGRAM HABIT FOR HUMANITY OF CHESTER COUNTY 1847 E LINCOLN HIGHWAY COATESVILLE PA 19320 232549743 501(C)(3) 250 0 A NEW DRYWALL LIFT FOR HOME BUILDS HABIT FOR HUMANITY OF CHESTER COUNTY 1847 E LINCOLN HIGHWAY COATESVILLE PA 19320 232549743 501(C)(3) 303 0 HOUSING SERVICES HABIT FOR HUMANITY OF CHESTER COUNTY 1847 E LINCOLN HIGHWAY COATESVILLE PA 19320 232549743 501(C)(3) 10000 0 THE 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 AVE WESTVILLE NJ 08093 473015775 501(C)(3) 3316 0 NO BELLY LEFT BEHIND, NEW LIFE BASKETS, AND FUR BABY PROJECT THE UNFORGOTTEN HAVEN 528 HIGHLAND AVE WESTVILLE NJ 08093 473015775 501(C)(3) 1101 0 ITEMS FOR THOSE IN NEED THE UNFORGOTTEN HAVEN 528 HIGHLAND AVE WESTVILLE NJ 08093 473015775 501(C)(3) 2350 0 HOMELESS OUTREACH, BLESSING BAGS, FOOD PANTRY, AND EMPOWERMENT BAGS 8 0 SCHEDULE I, PART 1, 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 TRUSTEEES 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 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 2 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 11B 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 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. FOX & ROACH TRIDENT LP 431 W LANCASTER AVE DEVON PA 19333 200978305 REAL ESTATE PA N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0