Fox & Roach-Trident Charities

“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.”

“The sole member of the organization is fox & roach/trident limited partnership, a pennsylvania limited partnership.”

“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.”

“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.”

“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.”

“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.”

“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 available to the public.”

“The organization does not compensate officers or key employees. Therefore, the organization does not use the listed compensation setting practices at this time.”

“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 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 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.”

“During the year ended december 31, 2022, the organization incurred no fundraising expenses. Any expenses incurred in soliciting contributions were contributed by its sole member.”

“There are no changes from the prior year.”