Fox & Roach-trident Charities

Downingtown, PA
Tax exemption issued: Oct. 1995
EIN: 23-2823013

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$374,343

Expenses

$378,161

Net Income

-$3,818

Net Assets

$59,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$374,343	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$99,399	26.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$59,033
Total Liabilities	$0
Net Assets	$59,033

Compensation

Key Employees and Officers	Compensation	Related	Other
Kathryn Erb (President/trustee)	$99,399	$0	$4,772
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
Frankie Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Vp/secretary/treasurer)	$0	$0	$0
John H Thacher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco (Trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0

+ View more people

990

Filed on July 28, 2026

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2024

Revenue

$325,955

Expenses

$307,023

Net Income

$18,932

Net Assets

$62,851

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$325,955	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$74,188	24.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$62,851
Total Liabilities	$0
Net Assets	$62,851

Compensation

Key Employees and Officers	Compensation	Related	Other
Kathryn Erb (President/trustee)	$70,757	$0	$3,431
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
Frankie Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Secretary/treasurer)	$0	$0	$0
John H Thatcher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco (Trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0

+ View more people

990

Filed on June 12, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$231,995

Expenses

$219,741

Net Income

$12,254

Net Assets

$43,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$231,995	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$43,919
Total Liabilities	$0
Net Assets	$43,919

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Kathryn Erb (President/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
Frankie Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Secretary/treasurer)	$0	$0	$0
John H Thatcher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco (Trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0

+ View more people

990

Filed on Oct. 31, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$440,776

Expenses

$453,169

Net Income

-$12,393

Net Assets

$31,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$440,776	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$31,665
Total Liabilities	$0
Net Assets	$31,665

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Kathryn Erb (President/trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
Francise Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Trustee/secretary/treasurer)	$0	$0	$0
John H Thacher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco (Trustee)	$0	$0	$0

+ View more people

990

Filed on Nov. 14, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$529,624

Expenses

$560,269

Net Income

-$30,645

Net Assets

$44,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$529,624	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$44,058
Total Liabilities	$0
Net Assets	$44,058

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Kathryn Erb (President/trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
Francise Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Trustee/secretary/treasurer)	$0	$0	$0
John H Thacher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco (Trustee)	$0	$0	$0

+ View more people

990

Filed on Oct. 20, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$448,646

Expenses

$415,235

Net Income

$33,411

Net Assets

$74,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$448,646	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$74,703
Total Liabilities	$0
Net Assets	$74,703

Compensation

Key Employees and Officers	Compensation	Related	Other
Paul F Calistro Jr (Trustee)	$0	$0	$0
Joan Docktor (Vp/trustee)	$0	$0	$0
Kathryn Erb (President/trustee)	$0	$0	$0
Lawrence F Flick Iv (Vp/trustee)	$0	$0	$0
Lawrence F Flick V (Trustee)	$0	$0	$0
R Bruce Glendinning (Vp/trustee)	$0	$0	$0
Francise Lancos (Trustee)	$0	$0	$0
Ronald Slizofski (Trustee)	$0	$0	$0
John H Thacher Jr (Trustee)	$0	$0	$0
John A Westrum (Trustee)	$0	$0	$0
Lois W Greco From 12320 (Trustee)	$0	$0	$0
Barbara W Griest Retired 63020 (Trustee)	$0	$0	$0

+ View more people

990

Filed on Nov. 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$548,512

Expenses

$573,202

Net Income

-$24,690

Net Assets

$41,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$548,512	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$56,292
Total Liabilities	$15,000
Net Assets	$41,292

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Revenue

$560,892

Expenses

$558,434

Net Income

$2,458

Net Assets

$65,982

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$560,892	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$399,807
Total Liabilities	$333,825
Net Assets	$65,982

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$513,542

Expenses

$503,023

Net Income

$10,519

Net Assets

$63,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$505,310	98.4%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$8,232	1.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$63,524
Total Liabilities	$0
Net Assets	$63,524

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2016

Revenue

$382,213

Expenses

$351,530

Net Income

$30,683

Net Assets

$53,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$380,155	99.5%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,058	0.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$53,005
Total Liabilities	$0
Net Assets	$53,005

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$352,897

Expenses

$433,734

Net Income

-$80,837

Net Assets

$22,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$350,552	99.3%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,345	0.7%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$27,600
Total Liabilities	$5,278
Net Assets	$22,322

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$306,002

Expenses

$389,223

Net Income

-$83,221

Net Assets

$103,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$303,598	99.2%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,404	0.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$103,159
Total Liabilities	$0
Net Assets	$103,159

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$230,645

Expenses

$188,670

Net Income

$41,975

Net Assets

$186,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$229,934	99.7%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$711	0.3%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$186,380
Total Liabilities	$0
Net Assets	$186,380

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$215,526

Expenses

$173,460

Net Income

$42,066

Net Assets

$140,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$215,526	100%
Program Services	$0
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$140,405
Total Liabilities	$0
Net Assets	$140,405

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$245,127

Expenses

$162,345

Net Income

$82,782

Net Assets

$98,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$245,126	100.0%
Program Services	$0
Investment Income	$1	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$98,339
Total Liabilities	$0
Net Assets	$98,339

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated October 22, 2026

Fox & Roach-trident Charities

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

No Document Links

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2001