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← FOX & ROACH-TRIDENT CHARITIES

Form 990 for tax year 2023

Filed by FOX & ROACH-TRIDENT CHARITIES.

Totals

Total revenue
$231,995
Total expenses
$219,741
Contributions and grants received
$231,995
Grants paid
$219,741
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$43,919
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$43,919
Program services expenses (Part IX)
$219,741
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$219,741

Program services were 100.0% 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.

  • 1d · Related organizations

    $1,457

  • 1f · All other contributions, gifts and grants

    $230,538

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $219,741 · program services $219,741

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,556 · end of year $25,973

  • 4 · Accounts receivable

    beginning of year $26,109 · end of year $17,946

  • 27 · Net assets without donor restrictions

    beginning of year $31,665 · end of year $43,919

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • DISBURSED $219,741 TO QUALIFIED ORGANIZATIONS

    Expenses $219,741 · Grants $219,741

As filed on the 2023 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
    $0
    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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202403059349302035

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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