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← FOX & ROACH-TRIDENT CHARITIES

Form 990 for tax year 2024

Filed by FOX & ROACH-TRIDENT CHARITIES.

Totals

Total revenue
$325,955
Total expenses
$307,023
Contributions and grants received
$325,955
Grants paid
$196,816
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$62,851
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$62,851
Program services expenses (Part IX)
$224,368
Management and general expenses
$82,655
Fundraising expenses
$0
Program service expenses (Part III)
$224,368

Program services were 73.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $325,955

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $196,816 · program services $196,816

  • 5 · Compensation of officers, directors and key employees

    total $74,188 · program services $18,547 · management and general $55,641

  • 10 · Payroll taxes

    total $6,479 · program services $1,620 · management and general $4,859

  • 11g · Fees: other

    total $18,237 · program services $4,559 · management and general $13,678

  • 12 · Advertising and promotion

    total $3,096 · program services $774 · management and general $2,322

  • 13 · Office expenses

    total $8,207 · program services $2,052 · management and general $6,155

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,973 · end of year $23,960

  • 3 · Pledges and grants receivable

    end of year $38,891

  • 4 · Accounts receivable

    beginning of year $17,946

  • 27 · Net assets without donor restrictions

    beginning of year $43,919 · end of year $62,851

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • DISBURSED $196,816 TO QUALIFIED ORGANIZATIONS

    Expenses $224,368 · Grants $196,816

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul F Calistro Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joan Docktor

    VP/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Erb

    PRESIDENT/TRUSTEE

    Total calculated
    $74,188
    From this org
    $70,757
    From related orgs
    $0
    Other
    $3,431
    Hours/week
    37.5

  • Lawrence F Flick V

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frankie Lancos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ronald Slizofski

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    3

  • John H Thatcher Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John A Westrum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lois W Greco

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lawrence F Flick IV

    VP/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FOX & ROACH TRIDENT LP

    REAL ESTATE · PA

Provenance

Return type
form_990
Tax year
2024
Filed
10 June 2025
IRS schema version
2024v5.1
Source object
202501639349301530

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