Fox & Roach-Trident Charities
- Assets
- $44.1k
- Revenue
- $529.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Devon, PA
- Founding
- 10/1995
- Data as of
- 12/2021
- EIN
- 23-2823013
Organization Overview
Fox & Roach-Trident Charities is located in Devon, PA. The organization was established in 1995. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fox & Roach-Trident Charities is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Fox & Roach-Trident Charities generated $529.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.0% each year. All expenses for the organization totaled $560.3k during the year ending 12/2021. While expenses have increased by 3.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Fox & Roach-Trident Charities has awarded 45 individual grants totaling $429,079. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISBURSED $560,269 TO QUALIFIED ORGANIZATIONS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joan Docktor Vp/trustee | OfficerTrustee | 1 | $0 |
Lawrence F Flick V Trustee | Trustee | 1 | $0 |
Kathryn Erb President/trustee | OfficerTrustee | 37.5 | $0 |
Ronald Slizofski Trustee/secretary/treasurer | OfficerTrustee | 1 | $0 |
Lois W Greco Trustee | OfficerTrustee | 1 | $0 |
Paul F Calistro Jr Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $159,925 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $369,699 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $529,624 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $529,624 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $560,269 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $560,269 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,194 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $33,864 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $44,058 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $44,058 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $44,058 |
Grants Awarded
Over the last fiscal year, Fox & Roach-Trident Charities has awarded $250,142 in support to 24 organizations.
| Grant Recipient | Amount |
|---|---|
Newton, MA PURPOSE: GENERAL SUPPORT | $30,757 |
Allentown, PA PURPOSE: GENERAL SUPPORT | $29,823 |
Wilmington, DE PURPOSE: GENERAL SUPPORT | $14,245 |
Philadelphia, PA PURPOSE: GENERAL SUPPORT | $13,398 |
Phoenixville, PA PURPOSE: Annual Build A House Campaign | $12,382 |
Plymouth Meeting, PA PURPOSE: Children's services | $10,702 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Fox & Roach-Trident Charities has recieved totaling $86.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $86 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Comic Relief Inc New York, NY | $28,941,799 | $35,831,552 |
Anabaptist Foundation Lewisburg, PA | $47,495,861 | $36,276,504 |
Tournaments For Charity Dublin, OH | $4,978,426 | $26,375,151 |
The Lenfest Inst For Journalism Spe Asset Fund Of The Phl Foundation Philadelphia, PA | $99,634,192 | $14,397,650 |
Clara Lionel Foundation New York, NY | $44,086,810 | $23,596,509 |
Visionspring New York, NY | $15,269,850 | $12,679,680 |
America Gives Inc New York, NY | $1,069,288 | $7,827,978 |
Grant Recommendation Fund Spring Valley, NY | $460,055 | $4,767,095 |
Yougivegoods Foundation Inc Mendham, NJ | $162,103 | $4,310,625 |
Passavant Hospital Foundation Pittsburgh, PA | $52,435,888 | $5,249,843 |
The Essential Foundation Fka Aqua Charitable Trust Bryn Mawr, PA | $32,073,281 | $19,000,000 |
Bikoff Foundation Whitestone, NY | $65,723,002 | $14,790,071 |