2026-07-28T14:21:53-05:00 2025-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2025-01-01 232823013 FOX & ROACHTRIDENT CHARITIES FOX& 3024090482 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 RONALD SLIZOFSKI VP/SECRETARY/TREASURER 3024090482 2026-07-28 1 KATIE O GALASKA P01211168 2154414600 2025 2025-03-06 01:10:19Z RONALD SLIZOFSKI 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 374343 0 X WWW.FOXANDROACHTRIDENTCHARITIES.ORG X 1995 PA SEE SCHEDULE O 10 9 1 12 0 0 325955 374343 0 0 0 0 0 0 325955 374343 196816 210239 0 0 80667 111769 0 0 29385 29540 56153 307023 378161 18932 -3818 62851 59033 0 0 62851 59033 X SEE SCHEDULE O 0 0 240552 210239 DISBURSED $210,239 TO QUALIFIED ORGANIZATIONS 240552 1 1 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 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA NJ X RONALD SLIZOFSKI TREASURER 3024090482 470 BOOT ROAD PO BOX 473 DOWNINGTOWN PA 19335 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 99399 0 4772 LAWRENCE F FLICK V TRUSTEE 1.00 X 0 0 0 FRANKIE LANCOS TRUSTEE 1.00 X 0 0 0 RONALD SLIZOFSKI VP/SECRETARY/TREASURER 3.00 X X 0 0 0 JOHN H THACHER 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 99399 0 4772 0 0 0 0 0 374343 374343 374343 0 0 0 210239 210239 99399 24719 64723 9957 3987 997 2591 399 1006 382 541 83 7377 1844 4795 738 3660 549 2928 183 23073 23073 1240 1240 20795 968 2103 17724 7385 854 6230 301 378161 240552 108224 29385 23960 38539 38891 20494 62851 59033 0 0 X 62851 59033 62851 59033 62851 59033 -3818 0 X X 0 1 X 1 0 X 529624 440776 231995 325955 374343 1902693 529624 440776 231995 325955 374343 1902693 363059 1539634 1902693 0.80920 0.77900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 374343 0 374343 0 374343 378161 0 378161 0 378161 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, 2025, 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, 2021. 1 CANCER SUPPORT COMMUNITY - LEHIGH VALLEY 944 MARCON BOULEVARD SUITE 110 ALLENTOWN PA 18109 731657537 501(C)(3) 0 10000 THE ANNUAL CHARLIE + DON PATT MEMORIAL GOLF TOURNAMENT CRADLES TO CRAYONS PO BOX 411134 BOSTON MA 022411125 043584367 501(C)(3) 0 9375 BACKPACK CHALLENGE, LEARNING PROGRAM, CHILDREN'S SERVICES DELAWARE HOSPICE 630 CHURCHMANS ROAD NEWARK DE 19702 510258883 501(C)(3) 0 11200 THE ANNUAL DELAWARE HOSPICE JAZZ BRUNCH GEMMA SERVICES 512 W TOWNSHIP LINE ROAD PLYMOUTH MEETING PA 19460 232310084 501(C)(3) 0 10030 RESIDENTIAL TREATMENT (RT) PROGRAM, CHILDREN'S SERVICES GESU SCHOOL 1700 W THOMPSON STREET PHILDADELPHIA PA 19121 232728931 501(C)(3) 0 8000 CONTINUED SUPPORT FOR 6TH GRADER RAYYAN HABITAT FOR HUMANITY OF CHESTER COUNTY 1220 VALLEY FORGE ROAD SUITE 16 PHOENIXVILLE PA 19460 232549743 501(C)(3) 0 10000 ANNUAL BUILD A HOUSE...BUILD A DREAM RONALD MCDONALD HOUSE CHARITIES- PHILADELPHIA REG 3925 CHESTNUT STREET PHILDADELPHIA PA 19104 237377505 501(C)(3) 0 5110 BACK TO SCHOOL BACKPACK INITIATIVE AND CHILDREN'S SERVICES AND THE PLANE PULL EVENT THE SUNSHINE KIDS FOUNDATION 2814 VIRGINIA STREET HOUSTON TX 77098 760020802 501(C)(3) 0 32788 FUND ACTIVITIES AND OPPORTUNITIES FOR CHILDREN, ENABLING THE ORGANIZATION TO CONTINUE ITS VITAL MISSION 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 B, LINE 15A THE ORGANIZATION COMPENSATES ITS PRESIDENT, WHO WORKS FULL TIME FOR THE ORGANIZATION SERVING AS ITS EXECUTIVE DIRECTOR. THE PRESIDENT'S SALARY IS REVIEWED AND APPROVED BY THE DISINTERESTED DIRECTORS AND A CONTEMPORANEOUS SUBSTANTIATION OF THEIR DELIBERATION AND DECISION IS MAINTAINED BY THE ORGANIZATION. IN SETTING THE COMPENSATION OF THE PRESIDENT, THE DISINTERESTED DIRECTORS CONSIDER A NUMBER OF FACTORS, INCLUDING THE SCOPE OF THE SERVICES PROVIDED, THE YEARS OF SERVICE AND EXPERIENCE OF THE PRESIDENT, AND THE SIZE OF THE ORGANIZATION. 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. 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 0 0 0 1 0 0