2026-06-26T10:02:27-05:00 2025-12-31 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2025-01-01 231968136 Friends Fiduciary Corporation % EXECUTIVE DIRECTOR FRIE 2152417272 1700 Market Street Suite 1535 Philadelphia PA 19103 ETHAN BIRCHARD EXECUTIVE DIRECTOR 2152417272 2026-06-23 true ISRAEL TANNENBAUM P01589203 2155462140 2025 2025-03-06 01:10:19Z ETHAN BIRCHARD 1700 Market Street Suite 1535 Philadelphia PA 19103 7646886 false X WWW.FRIENDSFIDUCIARY.ORG X 1975 PA Relying on Quaker testimonies and values, Friends Fiduciary provides prudent, cost-effective investment management and philanthropic services for Friends organizations. 18 18 11 22 0 0 606453 749436 5106874 5710285 892963 793453 32024 13294 6638314 7266468 1209007 1053225 0 0 1500818 1851032 0 0 0 3621894 3926291 6331719 6830548 306595 435920 743271598 828171905 722962544 805748986 20309054 22422919 X WITHIN THE RELIGIOUS SOCIETY OF FRIENDS ARE MANY ORGANIZATIONS REQUIRING FINANCIAL SERVICES TO SUPPORT THEIR WORK. AMONG THESE ORGANIZATIONS ARE FRIENDS MEETINGS, CHURCHES, SCHOOLS, RETIREMENT COMMUNITIES AND OTHER NON-PROFIT FRIENDS GROUPS WHOSE PURPOSE IS TO ADVANCE SOME ASPECT OF THE WORK AND FAITH OF THE RELIGIOUS SOCIETY OF FRIENDS. FRIENDS FIDUCIARY CORPORATION WAS CREATED TO MEET THIS NEED. MORE SPECIFICALLY, THE PURPOSES OF FRIENDS FIDUCIARY CORPORATION ARE TO PROVIDE QUAKER VALUES ALIGNED INVESTMENT MANAGEMENT, FIDUCIARY AND CHARITABLE GIVING SERVICES FOR TAX-EXEMPT QUAKER ORGANIZATIONS. INVESTMENTS ARE MADE ACCORDING TO OUR QUAKER VALUES ALIGNED INVESTMENT CRITERIA, GUIDED BY FRIENDS TESTIMONIES AND VALUES. false false 4277889 5127003 INVESTMENT MANAGEMENT SERVICES: FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 470 FRIENDS MEETINGS, CHURCHES, SCHOOLS AND ORGANIZATIONS. OUR SOCIALLY RESPONSIBLE INVESTMENT ACTIVITIES INCLUDE SCREENING COMPANIES, ACTIVE VOTING OF PROXIES AND SHAREHOLDER ADVOCACY, SUCH AS SHAREHOLDER RESOLUTIONS AND COMPANY DIALOGUES - ALL GUIDED BY OUR QUAKER TESTIMONIES, VALUES AND CONCERNS. 1457613 1053225 250236 GRANTMAKING: FRIENDS FIDUCIARY CORPORATION SERVES AS FIDUCIARY/TRUSTEE FOR OVER 100 FUNDS RECEIVED UNDER WILL OR GIFT AGREEMENT. THESE FUNDS MAY BENEFIT SPECIFIC FRIENDS ORGANIZATIONS OR BE AVAILABLE FOR GRANTS TO FURTHER THE WORK OF FRIENDS. IN 2025, OVER 240 GRANTS WERE MADE TO CHARITIES. THESE GRANTS SUPPORTED THE WORK OF FRIENDS SCHOOLS, RETIREMENT COMMUNITIES, MEETINGS, AND OTHER CHARITABLE PURPOSES OF CONCERN TO THE RELIGIOUS SOCIETY OF FRIENDS. 510101 333046 PLANNED GIVING: FRIENDS FIDUCIARY CORPORATION PROVIDES PLANNED GIVING ADMINISTRATIVE SERVICES. FRIENDS FIDUCIARY CORPORATION HAS ISSUED APPROXIMATELY 600 CHARITABLE GIFT ANNUITIES TO BENEFIT THE WORK OF QUAKER ORGANIZATIONS WITHIN THE RELIGIOUS SOCIETY OF FRIENDS AND THE CONCERNS OF ITS MEMBERS. IN 2025, GIFTS TOTALING APPROXIMATELY $1.0 MILLION WERE RECEIVED TO ESTABLISH CHARITABLE GIFT ANNUITIES, WHICH WILL EVENTUALLY BENEFIT A VARIETY OF QUAKER ORGANIZATIONS WORKING IN AREAS OF EDUCATION, PEACE, SOCIAL JUSTICE AND OTHER CHARITABLE PURPOSES OF IMPORTANCE TO FRIENDS. 6245603 true true false false false true false false false true true false false false true true true false false false true false false false false false false true false true false false false false false false false false true false false false false false false false false true 17 0 true 11 true false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false AR CA FL GA IL KS KY MD MA MI MN NH NJ NM NY NC OR PA RI SC TN VA WV WI X EXECUTIVE DIRECTOR 2152417272 1700 MARKET STREET SUITE 1535 PHILADELPHIA PA 19103 ETHAN BIRCHARD EXECUTIVE DIRECTOR 40.0 0.0 X 322923 0 22392 RICHARD KENT CHIEF INVESTMENT OFFICER 40.0 0.0 X 197967 0 12097 ESTON GRIFFIN DIR OF BUS DEV & CONSTIUENT RE 40.0 0.0 X 189874 0 13347 SANDY QUINN CONTROLLER 40.0 0.0 X 161825 0 32532 MIMI BLACKWELL DR OF BUS DEV & CONST RELATION 40.0 0.0 X 112853 0 35232 BENNETT LOMAX DIRECTOR TIL 9/25 2.0 0.0 X 0 0 0 CHRISTIE DUNCAN-TESSMER CHAIRPERSON 10.0 0.0 X X 0 0 0 STANLEY PELLI VICE CHAIR 6.0 0.0 X X 0 0 0 CHRISTINA REPOLEY SECRETARY/DIRECTOR TIL 09/25 2.0 0.0 X X 0 0 0 BRUCE BEATON TREASURER TIL 09/25; DIRECTOR 2.0 0.0 X X 0 0 0 BETH HENRICKS DIRECTOR; TREASURER EFF 09/25 2.0 0.0 X X 0 0 0 CARL BUTLER DIRECTOR 2.0 0.0 X 0 0 0 DANIEL ISAACS DIRECTOR TIL 09/25 2.0 0.0 X 0 0 0 DOUG COSTA DIRECTOR 2.0 0.0 X 0 0 0 ELIZABETH WIDDICOMBE DIRECTOR; SECRETARY EFF 09/25 2.0 0.0 X 0 0 0 JOHN HELDING DIRECTOR 2.0 0.0 X 0 0 0 JONATHAN BROWN DIRECTOR 2.0 0.0 X 0 0 0 MARGARET PLANK DIRECTOR 2.0 0.0 X 0 0 0 MARK MYERS DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL HOMANS DIRECTOR 2.0 0.0 X 0 0 0 ROBERT HAYDEN JR DIRECTOR TIL 09/25 2.0 0.0 X 0 0 0 TAKASHI MORIUCHI DIRECTOR 2.0 0.0 X 0 0 0 TERRY NANCE DIRECTOR 2.0 0.0 X 0 0 0 TOM WRIGHT DIRECTOR 2.0 0.0 X 0 0 0 TOMMY WRENN DIRECTOR; VICE CHAIR EFF 03/25 6.0 0.0 X X 0 0 0 DIANA YANEZ DIRECTOR EFF 09/25 2.0 0.0 X 0 0 0 MORGAN HARTING DIRECTOR EFF 09/25 2.0 0.0 X 0 0 0 985442 0 115600 5 false true false CHEETAH INC 115 S WALNUT ST MUNCIE IN 47305 BACK OFFICE ACCTG 415667 BOSTON COMMON ASSET MANAGEMENT LLC 200 STATE STREET 7TH FLOOR BOSTON MA 02109 INVESTMENT MGMT 384543 BOSTON TRUST INVESTMENT MANAGEMEN ONE BEACON STREET BOSTON MA 02108 INVESTMENT MGMT 270003 KAYNE ANDERSON RUDNICK INV MGMT LLC 1800 AVENUE OF THE STARS SUITE 200 LOS ANGELES CT 90067 INVESTMENT MGMT 248587 VAN BERKOM ASSOCIATES INC 600 DE MAISONNEUVRE BLVD WEST SUITE MONTREAL QUEBEC CA H3A 3J2 INVESTMENT MGMT 237817 12 749436 321076 749436 FEES FOR MANAGED FUNDS 523940 5710285 5710285 5710285 688842 688842 0 0 0 0 0 485030 380418 104612 104611 104611 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 13294 13294 13294 7266468 5710285 806747 1053225 1053225 0 0 0 548709 493837 54872 0 1066222 959600 106622 53720 48348 5372 76682 69016 7666 105699 95129 10570 0 69567 66089 3478 91103 54662 36441 0 0 2491040 2491040 65500 3274 62226 60685 48548 12137 45480 28229 17251 24460 19632 4828 0 98178 78542 19636 26694 21645 5049 0 15699 13402 2297 0 0 9657 7726 1931 113684 90947 22737 BACK OFFICE SUPPORT 415668 415668 ADMINISTRATIVE FEES 210195 38538 171657 PROGRAM EXPENSE 79312 79312 PROXY SERVICE 30595 30595 78774 38599 40175 6830548 6245603 584945 0 772909 1050952 21811002 27254410 0 0 175671 173136 0 0 0 0 0 0 0 0 65280 79289 90729 80887 19499 9842 719615584 798359346 500000 1000000 0 0 0 0 311653 244930 743271598 828171905 2065702 2437790 0 0 0 0 0 0 0 0 0 0 0 0 0 0 720896842 803311196 722962544 805748986 X 4416736 4707759 15892318 17715160 20309054 22422919 743271598 828171905 X 435920 1619472 58473 X false true X true false X X 419 15TH STREET MONTHLY MEETING 510141865 1 false 0 0 2ND STREET COMMUNITY CHURCH 911826375 1 false 0 0 57TH STREET MONTHLY MEETING 362182008 1 false 0 0 ALBANY FRIENDS MEETING 146025066 1 false 0 0 ALBUQUERQUE MONTHLY MEETING 856009711 1 false 0 0 ALFRED COPE BOOK TRUST 236732406 10 false 0 0 ALTERNATIVES TO VIOLENCE PROJECT USA INC 521838328 1 false 0 0 ALTERNATIVES TO VIOLENCE PROJECT I 133014706 7 false 0 0 AMERICAN FRIENDS SERVICE COMMITTEE 231352010 1 false 36530 0 ANN ARBOR FRIENDS MEETING 382508965 1 false 0 0 ANNA T JEANES FOUNDATION 232203406 10 false 0 0 ANNAPOLIS FRIENDS MEETING 521168319 1 false 0 0 ARLEY JOHNSON MEMORIAL FUND 231968136 10 false 0 0 ARNEYS MOUNT PREPARATIVE MEETING 222306243 1 true 0 0 ARTHUR MORGAN SCHOOL INC 562257100 2 false 0 0 ATLANTIC CITY AREA MONTHLY MEETING 223361170 1 true 0 0 BALTIMORE YEARLY MEETING 520856309 1 false 0 0 BARCLAY FRIENDS 232088476 3 false 25000 0 BARNEGAT MONTHLY MEETING 731646786 1 true 0 0 BATON ROUGE FRIENDS MEETING 721225750 1 false 0 0 BELLINGHAM MONTHLY MEETING 911983371 1 false 0 0 BEN LOMOND QUAKER CENTER 942831137 10 false 2974 0 BERKELEY FOOD PANTRY 946003752 10 false 0 0 BERKELEY SOCIETY OF FRIENDS 946105141 1 false 0 0 BETHESDA FRIENDS MEETING 522003947 1 false 0 0 BIBLE ASSOCIATION OF FRIENDS IN AME 236264890 2 false 0 0 BIRMINGHAM MONTHLY MEETING 731646786 1 true 0 0 BLACKBURN FAMILY ASSOCIATION INC 382617237 10 false 0 0 BLACKSBURG FRIENDS MEETING 520856309 1 false 0 0 BLOOMINGTON FRIENDS MEETING 351863490 1 false 0 0 BOISE VALLEY SOCIETY OF FRIENDS 454040048 2 false 0 0 BOLIVIAN QUAKER EDUCATION FUND 113650879 2 false 0 0 BOULDER FRIENDS MEETING 846052997 1 false 0 0 BRADFORD MONTHLY MEETING 731646786 1 true 0 0 BRIDGE CITY FRIENDS MEETING 202608792 1 false 0 0 BRISTOL MONTHLY MEETING 731646786 1 false 0 0 BROADMEAD RESIDENTS ASSOCIATION 521255281 3 false 0 0 BUCKINGHAM MONTHLY MEETING 731646786 1 true 0 0 BUCKINGHAM FRIENDS SCHOOL 231390631 2 false 2907 0 BUCKS QTRLY MTG BOARDING HOME 231365330 7 false 0 0 BUCKS QUARTERLY MEETING 237201222 1 true 0 0 BURLINGTON MONTHLY MEETING 222185583 1 false 0 0 BURLINGTON QUARTERLY MEETING 222185583 10 true 0 0 BUTTERNUTS MONTHLY MEETING 135679424 10 false 0 0 BYBERRY MONTHLY MEETING 731646786 10 true 0 0 CAMDEN FRIENDS MEETING 516015698 1 true 0 0 CAMP DARK WATERS 223748083 10 false 0 0 CAMP DARK WATERS CAMPERSHIP TRUST 223748083 10 false 0 0 CAMP DARK WATERS STIF 223748083 10 false 0 0 CANNON VALLEY FRIENDS MEETING 452505007 1 false 0 0 CEDAR GROVE FRIENDS MEETING 463943087 1 false 0 0 CENTRAL PHILADELPHIA MONTHLY MEETING 232626398 1 true 0 0 CENTRE MONTHLY MEETING 510370789 1 true 0 0 CHANDLER HALL AUXILIARY 232365124 7 false 0 0 CHAPEL HILL FRIENDS MEETING 561599173 1 false 0 0 CHAPPAQUA MONTHLY MEETING 132647217 1 false 0 0 CHARLESTON MONTHLY MEETING 550751716 1 false 0 0 CHATHAM-SUMMIT MONTHLY MEETING 223594941 1 false 0 0 CHESTER MONTHLY MEETING 731646786 1 true 0 0 CHESTER RIVER MONTHLY MEETING 521095784 1 true 0 0 CHESTNUT HILL MONTHLY MEETING 731646786 1 true 0 0 CHICO FRIENDS MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS 941545249 1 false 0 0 CINCINNATI MONTHLY MEETING 316045408 1 false 0 0 CLAREMONT MONTHLY MEETING 952906109 1 false 0 0 CLARENCE & LILLY PICKETT ENDOWNMENT 421391997 10 false 0 0 CLEARWATER FRIENDS MEETING 510175760 1 false 0 0 CLEVELAND FRIENDS MEETING 346536239 1 false 0 0 COLLINS FRIENDS MEETING 161383553 1 false 0 0 COLORA PREPARATIVE MEETING 043648911 1 true 0 0 COLORADO SPRINGS FRIENDS MEETING 841069920 1 false 0 0 COLUMBIA FRIENDS MEETING 572204915 1 false 0 0 COMMUNITY FINANCIAL & CREDIT COUNSELING SERVICES INC 900588676 10 false 0 0 CONCORD MONTHLY MEETING 731646786 1 true 0 0 CONCORD QUARTERLY MEETING 232741200 1 true 0 0 CORNWALL MONTHLY MEETING 141637053 1 false 0 0 CORVALLIS FRIENDS MEETING 931259587 1 false 0 0 CROPWELL MONTHLY MEETING 731646786 1 true 0 0 CROSSWICKS MONTHLY MEETING 731646786 1 true 13094 0 DARBY MONTHLY MEETING 731646786 1 true 0 0 DAYTON FRIENDS MEETING 311292236 1 false 0 0 DETROIT FRIENDS MEETING 842106383 2 false 0 0 D'OLIER FOUNDATION 226075471 10 false 0 0 DORCAS SOCIETY 230604370 10 false 0 0 DOVER RANDOLPH MONTHLY MEETING 223088925 1 false 0 0 DOYLESTOWN FRIENDS MEETING 731646786 1 true 0 0 DUNELAND FRIENDS MEETING 351922812 1 false 0 0 DUNNINGS CREEK MONTHLY MEETING 254109624 1 false 0 0 DURHAM FRIENDS MEETING 561396036 1 false 0 0 ELKLAND PREPARATIVE MEETING 731646786 1 true 0 0 ELSIE K POWELL HOUSE 141467967 10 false 0 0 ELVIRA RUTH WILBY FUND 231968136 10 false 0 0 EUGENE FRIENDS MEETING 936026717 1 false 0 0 EXETER MONTHLY MEETING 731646786 1 true 0 0 FALLOWFIELD MONTHLY MEETING 232699860 1 true 0 0 FALLSINGTON MONTHLY MEETING 731646786 1 true 0 0 FARM AND WILDERNESS FOUNDATION INC 030228965 10 false 0 0 FARMINGTON FRIENDS CHURCH 166051214 1 false 0 0 FARMINGTON-SCIPIO REGIONAL MEETING 800410799 1 false 0 0 FCL EDUCATION FUND 946683750 2 false 0 0 FCNL EDUCATION FUND 521254489 2 false 28449 0 FLAGSTAFF FRIENDS MEETING 760832430 1 false 0 0 FLUSHING MONTHLY MEETING 112648783 1 false 0 0 FORT LAUDERDALE FRIENDS MEETING 591226463 1 false 0 0 FORT MYERS MONTHLY MEETING 650607361 1 false 0 0 FOXDALE VILLAGE 251542218 10 false 0 0 FRANKFORD FRIENDS SCHOOL 231352634 2 false 15312 0 FRANKFORD MONTHLY MEETING 731646786 1 true 0 0 FREDERICK MONTHLY MEETING 521901362 1 false 0 0 FREDONIA FRIENDS MEETING 237263827 1 false 0 0 FRIENDS ACADEMY OF WESTAMPTON 223517115 2 false 0 0 FRIENDS ASSN CARE & PROTECT CHILD 231381006 7 false 0 0 FRIENDS ASSOC FOR HIGHER EDUCATION 581453915 10 false 0 0 FRIENDS ASSOCATION OF SERVICES FOR THE ELDERLY 942489788 7 false 0 0 FRIENDS BULLETIN CORPORATION 931156843 7 false 0 0 FRIENDS CAMP ASSOCIATION OF PENNSYL 236396158 10 false 0 0 FRIENDS CEMETERY ASSOCIATION OF THE TOWN OF LEDYARD NY 800509814 7 false 0 0 FRIENDS CENTRAL SCHOOL 231352636 2 false 0 0 FRIENDS COMMITTEE ON NATIONAL LEGISLATION 530178883 10 false 0 0 FRIENDS COUNCIL ON EDUCATION 231352147 10 false 77467 0 FRIENDS FELLOWSHIP COMMUNITY INC 351066778 10 false 0 0 FRIENDS FOUNDATION AT WOODSTOWN 222146159 10 false 0 0 FRIENDS GENERAL CONFERENCE 231352148 1 false 500 0 FRIENDS HISTORICAL ASSOCIATION 236299510 7 false 0 0 FRIENDS HOME IN KENNETT 230604260 10 false 14530 0 FRIENDS HOMES INC 560754599 10 false 0 0 FRIENDS HOMES INC 560754599 7 false 0 0 FRIENDS MEETING AT CAMBRIDGE 042104241 1 false 0 0 FRIENDS MEETING OF AUSTIN 741589331 1 false 0 0 FRIENDS MEETING OF LOUISVILLE 611012790 1 false 0 0 FRIENDS MEETING OF SAN ANTONIO 742149316 1 false 0 0 FRIENDS MEETING OF WASHINGTON 530204698 1 false 0 0 FRIENDS MEETING SCHOOL INC 521933575 2 false 0 0 FRIENDS NEIGHBORHOOD GUILD 231424024 7 false 4536 0 FRIENDS OF RAMALLAH FRIENDS MEETING 562590133 1 false 0 0 FRIENDS PENSION 231352146 1 false 0 0 FRIENDS PUBLISHING CORPORATION 231465406 10 false 15030 0 FRIENDS REHABILITATION PROGRAM 236398764 10 false 0 0 FRIENDS SCHOOL IN DETROIT 381753900 2 false 0 0 FRIENDS SCHOOL MULLICA HILL 221903166 2 false 4843 0 FRIENDS SCHOOL OF ATLANTA 581918318 2 false 1936 0 FRIENDS SCHOOL OF MINNESOTA 363586741 2 false 0 0 FRIENDS SCHOOL OF PORTLAND 203299655 2 false 0 0 FRIENDS SCHOOL OF PORTLAND 203299655 2 false 0 0 FRIENDS SELECT ALUMNI ASSNBARTLET 230604370 10 false 0 0 FRIENDS UNITED MEETING 350877573 1 false 0 0 FRIENDS VILLAGE 873685420 10 false 14530 0 FRIENDS VILLAGE AT WOODSTOWN 210455847 1 false 0 0 FRIENDS WORLD COMMITTEE FOR CONSULT 231353362 2 false 0 0 FRIENDS WORLD COMMITTEE FOR CONSULTATION WORLD OFFICE 980461720 2 false 0 0 FRIENDSVIEW MANOR 930478660 10 false 0 0 FUM ENDOWMENT-RFS GEN SCHOLARSHIPS 350877573 1 false 0 0 GEORGE FOX FRIENDS SCHOOL 232808389 2 false 0 0 GEORGE SCHOOL 331044968 2 false 0 0 GEORGETOWN FRIENDS MEETING 454797711 1 false 0 0 GERMANTOWN FRIENDS SCHOOL 050630018 2 false 0 0 GOOSE CREEK MONTHLY MEETING CEMETER 546044666 1 false 0 0 GOSHEN FRIENDS SCHOOL 236050772 2 false 0 0 GOSHEN MONTHLY MEETING 731646786 1 true 0 0 GREEN STREET FRIENDS SCHOOL 300923414 2 false 0 0 GREEN STREET MONTHLY MEETING 236259978 1 true 0 0 GREEN STREET MONTHLY MEETING TRUSTEE 236259978 1 true 0 0 GREENE STREET FRIENDS SCHOOL 231352643 2 false 13376 0 GREENWICH FRIENDS MEETING 731646786 1 true 0 0 GUNPOWDER FRIENDS MEETING 521369979 1 false 0 0 HADDONFIELD FRIENDS SCHOOL 352376046 2 false 2907 0 HADDONFIELD MONTHLY MEETING 731646786 1 true 0 0 HADDONFIELD QUARTERLY MEETING 223528800 1 true 0 0 HARRISBURG MONTHLY MEETING 222683608 1 true 0 0 HAVERFORD MONTHLY MEETING 231352318 1 true 0 0 HAVERFORD QUARTERLY MEETING 232857062 1 true 0 0 HAWAII PEACE & JUSTICE 274603534 10 false 0 0 HEALTHY CHILDREN PROJECT 043201637 10 false 0 0 HERNDON FRIENDS MEETING 541254691 1 false 0 0 HISTORIC FAIR HILL 232724914 7 false 0 0 HOCKESSIN MONTHLY MEETING 516015139 1 true 0 0 HOME RULE GLOBALLY 232777751 10 false 0 0 HOMEWOOD FRIENDS MEETING 520607962 1 false 0 0 HONOLULU FRIENDS MEETING 990107532 1 false 0 0 HOPEWELL CENTRE FRIENDS MEETING 541012094 1 false 0 0 HORSHAM MONTHLY MEETING 731646786 1 true 0 0 HUNTINGDON MONTHLY MEETING 731646786 1 true 0 0 ILLINOIS YEARLY MEETING 366103914 1 false 0 0 INCORP TRUSTEES OF ABINGTON MONTHLY 231360833 1 true 0 0 INCORPORATED TRUSTEES OF ABINGTON Q 236392123 1 true 0 0 INCORPORATED TRUSTEES OF ORLANDO RELIGIOUS SOCIETY OF FRIEND 510225282 1 false 0 0 INLAND VALLEY MONTHLY MEETING 452767960 1 false 0 0 ITHACA MONTHLY MEETING 562466067 1 false 0 0 JEANES HOSPITAL 232826045 3 false 0 0 JOHN BARNES TRUSTEES INC 236251652 1 false 0 0 JOHN WOOLMAN MEMORIAL ASSOCIATION 210681536 7 false 0 0 KENNETT MONTHLY MEETING 236050921 1 true 0 0 KENT FRIENDS MEETING 341625415 1 false 0 0 LA JOLLA MM SCHOLARSHIP COMMITTEE 330677005 1 false 0 0 LAKE ERIE YEARLY MEETING 311225396 1 false 0 0 LAKE FOREST FRIENDS MEETING 362847735 1 false 0 0 LANCASTER FRIENDS SCHOOL 854194725 2 false 4843 0 LANCASTER MONTHLY MEETING 731646786 1 true 0 0 LANGHORNE COMMUNITY MEMORIAL ASSOCIATION 222453959 10 false 0 0 LANGLEY HILL FRIENDS MEETING 541516867 1 false 0 0 LANSDOWNE FRIENDS SCHOOL 231360856 2 false 4843 0 LANSDOWNE FRIENDS MEETING 231360856 2 false 16100 0 LANSDOWNE MONTHLY MEETING 232801925 1 true 0 0 LAWRENCE MONTHLY MEETING 056002914 1 false 0 0 LEHIGH VALLEY MONTHLY MEETING 232122816 1 true 0 0 LINDA & GENE FARLEY CENTER FOR PEACE JUSTICE & SUSTAINABILI 272195454 2 false 0 0 LITTLE EGG HARBOR MEETING 731646786 1 true 0 0 LITTLE RED SCHOOLHOUSE 521981082 2 false 0 0 LIVE OAK FRIENDS MEETING OF HOUSTON INC 237182839 1 false 0 0 LONDON GROVE MONTHLY MEETING 731646786 1 true 0 0 MADISON MONTHLY MEETING 391348039 1 false 0 0 MAKEFIELD YARDLEY 236424773 1 false 0 0 MANASQUAN MONTHLY MEETING 223053296 1 false 0 0 MANHASSET MONTHLY MEETING 117893541 1 false 0 0 MARIN FRIENDS MEETING 521591398 1 false 0 0 MARLBOROUGH MONTHLY MEETING 731646786 1 true 0 0 MARTHA'S VINEYARD FRIENDS MEETING 042735294 1 false 0 0 MEDFORD MONTHLY MEETING 222683619 1 true 0 0 MEDFORD MONTHLY MEETING GRAVEYARD 222683619 1 false 0 0 MEDIA MONTHLY MEETING 731646786 1 true 0 0 MEDIA-PROVIDENCE FRIENDS SCHOOL 231386177 2 false 4843 0 MEMPHIS FRIENDS MEETING 591226463 1 false 0 0 MENALLEN MONTHLY MEETING 231907401 1 false 0 0 MERCER STREET FRIENDS 210733990 10 false 0 0 MERION MONTHLY MEETING 731646786 1 true 0 0 MIAMI (FL) FRIENDS MEETING 237372958 1 false 0 0 MIAMI FRIENDS MEETING 351546689 1 false 0 0 MICKLETON MONTHLY MEETING 521981082 1 true 0 0 MIDDLETOWN MONTHLY MEETING - BUCKS 731646786 1 true 0 0 MIDDLETOWN MONTHLY MEETING - CONCOR 731646786 1 true 0 0 MIDDLETOWN PREPARATIVE MEETING 731646786 1 true 0 0 MILL CREEK MONTHLY MEETING 731646786 1 true 0 0 MILLVILLE MONTHLY MEETING 232733560 1 false 0 0 MILWAUKEE MONTHLY MEETING 391552885 1 false 0 0 MOHAWK VALLEY MONTHLY MEETING 270102910 1 false 0 0 MONTCLAIR MONTHLY MEETING 221508589 1 false 0 0 MONTEREY PENINSULA FRIENDS MEETING 770009399 1 false 0 0 MONTHLY MTG OF FRIENDS OF PHILADELP 232997065 1 true 0 0 MONTHLY MTG OF FRIENDS OF PHILA-SCH 232997065 1 true 0 0 MOORESTOWN FRIENDS SCHOOL 210634497 2 false 0 0 MOORESTOWN MONTHLY MEETING 210643023 1 true 0 0 MT HOLLY MONTHLY MEETING 760746299 1 true 0 0 MULLICA HILL MONTHLY MEETING 226049764 1 true 0 0 MULTNOMAH MONTHLY MEETING 930815614 1 false 0 0 NEW ASSOCIATION OF FRIENDS 463071031 1 false 0 0 NEW BRUNSWICK MONTHLY MEETING 352482513 1 false 0 0 NEW GARDEN FRIENDS MEETING-NC 560860298 1 false 0 0 NEW GARDEN FRIENDS SCHOOL 561002236 2 false 8826 0 NEW GARDEN MONTHLY MEETING 236261121 1 true 0 0 NEW HAVEN MONTHLY MEETING 223148570 1 false 0 0 NEW PALTZ FRIENDS MEETING 510148448 1 false 0 0 NEW YORK QUARTERLY MEETING 135628570 1 false 0 0 NEW YORK YEARLY MEETING 135679424 1 false 0 0 NEWTOWN MONTHLY MEETING 237263827 1 true 0 0 NEWTOWN SQUARE MONTHLY MEETING 731646786 1 true 0 0 NINE PARTNERS QUARTERLY MEETING 146026737 1 false 0 0 NISEI STUDENT RELOCATION 061021906 7 false 0 0 NONVIOLENT PEACEFORCE 352197019 7 false 0 0 NORRISTOWN MONTHLY MEETING 222683621 1 true 0 0 NORTH BRANCH FRIENDS MEETING 232074296 1 false 0 0 NORTH CAROLINA FRIENDS HISTORICAL SOCIETY 561152827 7 false 0 0 NORTH CAROLINA YM (CONSERVATIVE) 561305556 1 false 0 0 NORTH PACIFIC YEARLY MEETING 911084375 1 false 0 0 NORTHERN YEARLY MEETING 412184037 1 false 0 0 NOTTINGHAM MONTHLY MEETING 232081618 1 false 0 0 OAK PARK FRIENDS MEETING 366644639 1 false 0 0 OLD CALN MEETINGHOUSE 731646786 1 true 0 0 OLD CHATHAM MONTHLY MEETING 030410795 1 false 0 0 OLD HAVERFORD MONTHLY MEETING 232926488 1 true 0 0 OLNEY FRIENDS SCHOOL 340235480 2 false 0 0 ORANGE COUNTY FRIENDS MEETING 300507805 1 false 0 0 ORANGE GROVE MONTHLY MEETING 952084866 1 false 0 0 ORCHARD PARK FRIENDS MEETING 043699698 1 false 0 0 PACIFIC YEARLY MEETING 941545249 1 false 0 0 PACIFIC YEARLY MEETING HOLDING CORP 941646656 1 false 0 0 PALM BEACH MONTHLY MEETING 591226463 1 false 0 0 PALO ALTO FRIENDS MEETING 946106068 1 false 0 0 PENDLE HILL 231352255 10 false 0 0 PENN VALLEY FRIENDS MEETING 731668775 1 false 0 0 PENNSDALE MONTHLY MEETING 731646786 1 true 0 0 PHILADELPHIA BAIL FUND 821360589 1 false 0 0 PHILADELPHIA QUARTERLY MEETING 231678615 1 true 0 0 PHILADELPHIA YEARLY MEETING 731646786 1 true 11656 0 PHOENIX FRIENDS MONTHLY MEETING 383711910 1 false 0 0 PIMA MONTHLY MEETING 474866715 1 false 0 0 PLUMSTEAD FRIENDS MEETING 731646786 1 true 0 0 PLYMOUTH MEETING FRIENDS SCHOOL 231370503 2 false 2907 0 PLYMOUTH MONTHLY MEETING TRUSTEES 731646786 1 true 0 0 POPLAR RIDGE FRIENDS MEETING 161347798 1 false 0 0 PORTLAND FRIENDS MEETING 016043989 1 false 0 0 POUGHKEEPSIE MONTHLY MEETING 146026984 1 false 0 0 PRINCETON MONTHLY MEETING 210738425 1 true 0 0 PRISONER VISITATION & SUPPORT 231985076 7 false 0 0 PROMOTING AN ENDURING PEACE INC 262759880 1 false 0 0 PROVIDENCE (RI) MONTHLY MEETING 056017148 1 false 0 0 PROVIDENCE MONTHLY MEETING 232849863 1 true 0 0 PURCHASE MONTHLY MEETING 263396619 1 false 0 0 QUAKER HOUSE OF FAYETTEVILLE INC 237080452 7 false 0 0 QUAKER SCHOOL AT HORSHAM 232200072 2 false 4843 0 QUAKER UNIVERSALIST FELLOWSHIP 222482211 2 false 0 0 QUAKER VOLUNTARY SERVICE 383858580 7 false 5000 0 QUAKERTOWN MONTHLY MEETING 731646786 1 true 0 0 RADNOR FRIENDS MEETING 731646786 1 true 0 0 RAHWAY & PLAINFIELD MONTHLY MEETING 220019134 1 false 0 0 RALEIGH FRIENDS MEETING 562176865 1 false 0 0 RANCOCAS FRIENDS SCHOOL 210703805 2 false 0 0 RANCOCAS MONTHLY MEETING 222218657 1 true 0 0 READING MONTHLY MEETING 236245560 1 true 0 0 REUNITED SOCIETY OF BELIEVERS 822386541 10 false 0 0 RICHLAND MONTHLY MEETING 731646786 1 true 0 0 RICHMOND FRIENDS SCHOOL 351267045 2 false 0 0 RIDGEWOOD MONTHLY MEETING 223134592 1 false 0 0 RIGHT SHARING OF WORLD RESOURCES 311636209 7 false 6250 0 ROCHESTER FRIENDS MEETING 411675507 1 false 0 0 ROCKLAND FRIENDS MEETING 136144840 1 false 0 0 SACRAMENTO MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS 311575767 1 false 0 0 SALEM MONTHLY MEETING 222286649 1 true 0 0 SALEM QUARTERLY MEETING 216018293 1 true 0 0 SAN FRANCISCO FRIENDS MEETING 941630588 1 false 5500 0 SAN JOSE FRIENDS MEETING 941513139 1 false 0 0 SAN JOSE FRIENDS MEETING 941513139 1 false 0 0 SANDY SPRING MONTHLY MEETING 521105942 1 false 0 0 SANTA BARBARA FRIENDS MEETING 770148410 1 false 0 0 SANTA MONICA MONTHLY MEETING 953976234 1 false 0 0 SARANAC LAKE MONTHLY MEETING 135679424 1 false 0 0 SARASOTA MONTHLY MEETING 596560877 1 false 0 0 SARATOGA MONTHLY MEETING 830486068 1 false 0 0 SCARSDALE MONTHLY MEETING 136223492 1 false 0 0 SCHUYKILL MEETING OF FRIENDS 731646786 1 true 0 0 SOLEBURY FRIENDS MEETING 731646786 1 true 0 0 SOUTH CENTRAL YEARLY MEETING 760094539 1 false 0 0 SOUTH MOUNTAIN FRIENDS MEETING 931163560 1 false 0 0 SOUTH SEATTLE FRIENDS MEETING 271507786 1 false 0 0 SOUTHAMPTON MONTHLY MEETING 731646786 1 true 0 0 SOUTHEASTERN YEARLY MEETING 591226463 1 false 0 0 SOUTHEASTERN YEARLY MEETING TRUSTEE 591226463 1 false 0 0 SOUTHERN APPALACHIAN YEARLY MEETING AND ASSOCIATION 611123096 1 false 0 0 SPRING FRIENDS MEETING 561394704 1 false 0 0 SPRINGFIELD MONTHLY MEETING 236269390 1 true 0 0 ST PETERSBURG MONTHLY MEETING 591226463 1 false 0 0 STAPELEY IN GERMANTOWN 232145152 10 false 0 0 STATE COLLEGE FRIENDS SCHOOL 251383906 2 false 2907 0 STATE COLLEGE MONTHLY MEETING 731646786 1 true 0 0 STEVENS POINT MONTHLY MEETING 821039103 1 false 0 0 STILLWATER FRIENDS MEETING 810613448 1 false 0 0 STRATFORD FRIENDS SCHOOL 231999828 2 false 4843 0 STRAWBERRY CREEK MONTHLY MEETING 942464037 1 false 0 0 SWANNANOA VALLEY FRIENDS MEETING 561970828 1 false 0 0 SWARTHMORE MONTHLY MEETING 731646786 1 true 0 0 TAGHKANIC HUDSON MONTHLY MEETING 900780165 1 false 0 0 TAKOMA PARK PREPARATIVE MEETING 526044750 1 false 0 0 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE 267063914 2 false 0 0 TEMPE FRIENDS MONTHLY MEETING 860634034 1 false 4000 0 THE FIDUCIARY TRUSTEES OF OHIO YEAR 316043452 1 false 0 0 THE HICKMAN 231352144 7 false 0 0 THE MIQUON SCHOOL 231405603 2 false 0 0 THIRD HAVEN MONTHLY MEETING 520689918 1 true 0 0 THIRD HAVEN MONTHLY MEETING TRUSTEE 231352146 1 true 0 0 THIRD HAVEN SCHOLARSHIP COMMITTEE 520689918 1 true 0 0 TRACT ASSOCIATION OF FRIENDS 231511328 10 false 0 0 TRENTON MONTHLY MEETING 210694745 1 true 0 0 TWIN CITIES FRIENDS MEETING 411334320 1 false 0 0 TWIN ROCKS FRIENDS CONFERENCE ASSOCIATION 930517562 10 false 0 0 UNITY MONTHLY MEETING 731646786 1 true 0 0 UPPER DUBLIN GRAVEYARD 231339676 1 true 0 0 UPPER DUBLIN MONTHLY MEETING 231339676 1 true 0 0 URBANA-CHAMPAIGN FRIENDS MEETING 376050488 1 false 0 0 UWCHLAN MONTHLY MEETING 731646786 1 true 0 0 VALLEY MONTHLY MEETING 232611175 1 true 0 0 VIRGINIA BEACH FRIENDS MEETING 541109740 1 false 0 0 WEARE MONTHLY MEETING 611609190 1 false 0 0 WELLESLEY MONTHLY MEETING 222483625 1 false 0 0 WEST CHESTER FRIENDS SCHOOL 231690347 2 false 2907 0 WEST CHESTER MONTHLY MEETING 731646786 1 true 0 0 WEST GROVE AREA DAYCARE CENTER 232103745 2 false 0 0 WEST GROVE MONTHLY MEETING 731646786 1 true 0 0 WEST RICHMOND FRIENDS MEETING 351057227 1 false 0 0 WESTBURY MONTHLY MEETING 111745999 1 false 0 0 WESTERN QUARTERLY MEETING 231942626 1 false 0 0 WESTFIELD FRIENDS SCHOOL 200994702 2 false 4843 0 WESTFIELD MONTHLY MEETING 210638162 1 true 0 0 WESTTOWN MONTHLY MEETING 731646786 1 true 0 0 WESTTOWN SCHOOL 231352690 2 false 0 0 WHITTIER MONTHLY MEETING 251559990 1 false 0 0 WICOMICO RIVER FRIENDS MEETING 203340744 1 true 0 0 WILLISTOWN MONTHLY MEETING TRUSTEES 232623853 1 true 0 0 WILMINGTON MONTHLY MEETING TRUSTEES 510080062 1 true 0 0 WILTON MONTHLY MEETING QUAKERS 260058607 1 false 0 0 WINSTON SALEM FRIENDS MEETING 560603919 1 false 0 0 WOODBURY MONTHLY MEETING 731646786 1 true 0 0 WOODSTOWN MONTHLY MEETING 731646786 1 true 0 0 WOOSTER MONTHLY MEETING 341567495 1 false 0 0 WRIGHTSTOWN MONTHLY MEETING 231370435 1 true 0 0 XENIA FRIENDS MEETING 311007984 1 false 0 0 YARDLEY MONTHLY MEETING 731646786 1 true 0 0 YORK MONTHLY MEETING 232271538 1 false 0 0 YOUNG FRIENDS AID ASSOCIATION 136017755 1 false 0 0 ATLANTA FRIENDS MEETING 580840198 1 false 0 0 FRIENDS VILLAGE RESIDENTS ASSOCIATION 873685420 3 false 0 0 FRIENDS SCHOOL OF WILMINGTON INC 561908453 2 false 0 0 JAMESTOWN FRIENDS MEETING 316055487 1 false 0 0 MEDFORD LEAS 210633410 3 false 0 0 MISSOULA FRIENDS MEETING 810461509 1 false 0 0 OHIO VALLEY YEARLY MEETING 351546689 1 false 0 0 PAUL CUFFEE ABOLITIONIST CENTER 845045062 10 false 0 0 QUAKER EARTHCARE WITNESS 382962080 10 false 0 0 SOUTHERN CALIFORNIA QUARTERLY MEETING OF THE RELIGIOUS SOCIE 330629211 1 false 0 0 ADELPHI FRIENDS MEETING 526044750 1 false 750 0 DELAWARE VALLEY FRIENDS SCHOOL 232416737 2 false 0 0 AMAWALK MONTHLY MEETING 133991542 1 false 0 0 STATE COLLEGE FRIENDS SCHOOL 251383906 2 false 0 0 THE ELIZABETH T PATTERSON BERTRAND 2025 CHARITABLE REMAINDE 336923518 10 false 0 0 WILMINGTON YEARLY MEETING FIDUCIARY CORPORATION 316046469 1 false 0 0 JAMESTOWN FRIENDS MEETING (NC) 821849798 1 false 0 0 WORCESTER PLEASANT STREET FRIENDS MEETING 853310478 1 false 0 0 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE 267063914 2 false 0 0 MOUNTAIN VIEW FRIENDS MEETING 303517126 1 false 0 0 RELIGIOUS SOCIETY OF FRIENDS OF SYRACUSE INC 161448036 1 false 0 0 ROLLING RIDGE CONSERVANCY 521047462 10 false 0 0 ARCH STREET MEETINGHOUSE PERSERVATION TRUST 731646786 10 false 40000 0 419 409782 0 false false false false true true false false false false false false false false false true true true X true true false PART IV, SECTION A, QUESTION 1: THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND PURPOSE IN THE GOVERNING DOCUMENTS. FRIENDS FIDUCIARY CORPORATION IS ORGANIZED EXCLUSIVELY FOR RELIGIOUS AND CHARITABLE PURPOSES, "TO RECEIVE, HOLD, MANAGE AND INVEST PROPERTY, AS TRUSTEE, CUSTODIAN OR AGENT, ON BEHALF OF PHILADELPHIA YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS, ANY OF ITS CONSTITUENT MONTHLY, QUARTERLY, HALF-YEARLY OR PREPARATIVE MEETINGS, INCLUDING COMMITTEES THEREOF"ON BEHALF OF OTHER ORGANIZATIONS WHICH QUALIFY AS ORGANIZATIONS OF THE TYPE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, OR IN THE CORRESPONDING PROVISION OF ANY SUBSEQUENT" EXCEPT THAT ALL SUCH ORGANIZATIONS ARE QUAKER OR QUAKER AFFILIATED CHARITABLE ORGANIZATIONS. PART IV, SECTION A, QUESTION 6: FRIENDS FIDUCIARY CORPORATION SERVES AS TRUSTEE FOR A NUMBER OF TRUSTS IN ITS ROLE AS SUPPORTING ORGANIZATION FOR PHILADELPHIA YEARLY MEETING (PYM). DISTRIBUTION COMMITTEES FOR THESE TRUSTS, WHICH ARE SELECTED BY THE SUPPORTED ORGANIZATION (PYM), RECOMMEND GRANTS, SUBJECT TO APPROVAL BY FRIENDS FIDUCIARY CORPORATION, TO ORGANIZATIONS, SOME OF WHICH ARE NOT SUPPORTED ORGANIZATIONS. IN ADDITION FRIENDS FIDUCIARY CORPORATION IS A SPONSORING ORGANIZATION FOR DONOR ADVISED FUNDS. DONOR ADVISORS MAY RECOMMEND GRANTS, SUBJECT TO APPROVAL BY FRIENDS FIDUCIARY CORPORATION, TO A VARIETY OF ORGANIZATIONS. PART IV, SECTION D, QUESTION 3: MOST MEMBERS OF FRIENDS FIDUCIARY CORPORATION'S BOARD OF DIRECTORS ARE MEMBERS OF FRIENDS FIDUCIARY CORPORATION'S SUPPORTED CONSTITUENT ORGANIZATIONS OR OFFICERS, DIRECTORS OR TRUSTEES OF ONE OR MORE OF FRIENDS FIDUCIARY CORPORATION'S SUPPORTED CONSTITUENT ORGANIZATIONS. THE INVESTMENT POLICY OF FRIENDS FIDUCIARY CORPORATION IS APPROVED BY THE FRIENDS FIDUCIARY CORPORATION BOARD OF DIRECTORS. THE ANNUAL BUDGET WHICH REFLECTS THE PRIORITIES OF THE USE OF THE INCOME AND ASSETS OF FRIENDS FIDUCIARY CORPORATION IS APPROVED BY FRIENDS FIDUCIARY CORPORATION'S BOARD OF DIRECTORS. PART IV, SECTION E, QUESTION 2A: FRIENDS FIDUCIARY CORPORATION, THE SUPPORTING ORGANIZATION, PROVIDES QUAKER VALUES ALIGNED INVESTMENT SERVICES, WHICH SPECIFICALLY INCORPORATE QUAKER RELIGIOUS VALUES IN THE INVESTMENT PROCESS, TO THE SUPPORTED QUAKER ORGANIZATIONS. THESE SERVICES ARE PROVIDED AT COST TO THE SUPPORTED ORGANIZATIONS. EACH SUPPORTED ORGANIZATION BENEFITS FROM THE ECONOMIES OF SCALE, THE PROFESSIONAL OPERATIONS AND OVERSIGHT AND THE FIDELITY OF IMPLEMENTATION OF QUAKER VALUES IN THE INVESTMENT PROCESS BY THE SUPPORTING ORGANIZATION. MANY OF THE SUPPORTED ORGANIZATIONS WOULD BE UNABLE TO ATTAIN THESE BENEFITS WITHOUT THE SUPPORTING ORGANIZATION. SUPPORTED ORGANIZATIONS ARE IDENTIFIED ON SCHEDULE A, PART I, LINE G. SCHEDULE A, PART I, LINE G. PART IV, SECTION E, QUESTION 2B: THE SUPPORTED ORGANIZATIONS HAVE FINANCIAL ASSETS THAT NEED TO BE INVESTED. IF THE SUPPORTING ORGANIZATION WERE NOT COMPLETING THIS FUNCTION THE SUPPORTED ORGANIZATIONS WOULD BE REQUIRED TO DO SO ON THEIR OWN AND WITHOUT THE BENEFITS FROM THE ECONOMIES OF SCALE, THE PROFESSIONAL OPERATIONS AND OVERSIGHT, AND THE EXPERT IMPLEMENTATION OF QUAKER VALUES IN THE INVESTMENT PROCESS BY THE SUPPORTING ORGANIZATION. THE PLANNED GIVING SERVICES ARE OFFERED TO THE SUPPORTED ORGANIZATIONS THAT DO NOT HAVE THE STAFF AND RESOURCES TO MANAGE AND ADMINISTER A PLANNED GIVING EFFORT TO SUPPORT THEIR ORGANIZATIONS. THE REMAINDER OF GIFTS MANAGED BY FFC DIRECTLY SUPPORT THE SUPPORTED ORGANIZATIONS. PART IV, SECTION A, QUESTION 5A: Added: Buckingham Friends School 23-1390631 Friends Village 87-3685420 Lansdowne Friends Meeting 23-1360856 State College Friends School 25-1383906 Delaware Valley Friends School 23-2416737 Amawalk Monthly Meeting 13-3991542 State College Friends School 25-1383906 The Elizabeth T. Patterson Bertrand 2025 Charitable Remainder Unitrust 33-6923518 Wilmington Yearly Meeting Fiduciary Corporation 31-6046469 Jamestown Friends Meeting (NC) 82-1849798 WORCESTER PLEASANT STREET FRIENDS Meeting 85-3310478 Mountain View Friends Meeting 30-3517126 Religious Society of Friends of Syracuse, Inc. 16-1448036 Rolling Ridge Conservancy 52-1047462 Arch Street Meetinghouse Preservation Trust 73-1646786 Removed: Friends of Sabeel North America 38-3419440 Newtown Friends School 23-1352666 Organizations were added to reflect new constituents of Friends Fiduciary Corporation during the year. Organizations were removed as constituents withdrew their funds from Friends Fiduciary Corporation during the year. The addition and removal of organizations is authorized by article three of Friends Fiduciary Corporation's articles of incorporation. The supporting organizations were added or removed as part of a class already designated in the organizations organizing document. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 451903 619849 1964940 true true 17302078 749438 2486950 1074444 19464022 16337652 596453 1596557 1228584 17302078 14425933 739552 2135696 963529 16337652 18307733 119324 -3238789 762335 14425933 17063904 72683 2396148 1225002 18307733 0.10850 0.89150 false false 12416 10742 1674 78313 70145 8168 9842 0 ASSETS HELD FOR THE BENEFIT OF 803202614 OPERATING LEASE LIABILITY 108582 803311196 X 8944413 1619472 58473 1677945 7266468 7266468 6830548 6830548 6830548 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUND THE ENDOWMENTS PROVIDE FINANCIAL SUPPORT FOR EDUCATION; HEATING AND CLOTHING; AND OTHER PURPOSES. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 24,762 CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 33,711 TOTAL TO SCHEDULE D, PART XI, LINE 2D 58,473 North America 0 0 Investments Investment Management 316372 Europe (Including Iceland and Greenland) 0 0 Investments Investment Management 85566 0 0 0 0 401938 401938 false false false false false false Part I, Line 2: Organization does not give grants outside the US. true Friends Council on Education 1507 Cherry St Philadelphia PA 19102 231352147 501(C)(3) 77467 Quaker Tuition Aid Cheyney University 1837 University Cir Cheyney PA 19319 237148064 501(C)(3) 60000 Tuition Aid Filmmakers Collaborative 145 9th St Ste 101 San Francisco CA 94103 943059140 501(C)(3) 50000 Glen Park Films 339 Manumissions & Beyond Project 143 Logan Ave Glenside PA 19038 331369681 501(C)(3) 42400 Unrestricted Arch Street Meetinghouse Preservation Trust 1515 Cherry St Philadelphia PA 19102 731646786 501(C)(3) 40000 Capital Campaign American Friends Service Committee 1501 Cherry St Philadelphia PA 19102 231352010 501(C)(3) 36530 US social service FCNL Education Fund 701 N 8th St Philadelphia PA 19123 231424024 501(C)(3) 28449 Unrestricted Barclay Friends 700 N Franklin St West Chester PA 19380 232088476 501(C)(3) 25000 Goshen memory Cabrillo Festival of Contemporary Music 147 S River St Suite 232 Santa Cruz CA 95060 946123298 501(C)(3) 25000 Unrestricted The Way Christian Center 1305 University Ave Berkeley CA 94702 942684376 501(C)(3) 25000 Unrestricted Doctors Without Borders 40 Rector St 16th Fl New York NY 10006 133433452 501(C)(3) 23456 Unrestricted Southern Poverty Law Center 400 Washington Ave Montgomery AL 36104 630598743 501(C)(3) 23000 Unrestricted Lansdowne Friends Meeting 110 N Lansdowne Ave Lansdowne PA 19050 231360856 501(C)(3) 16100 Tuition Aid Bank Street College of Education 610 W 112th St New York NY 10025 135562167 501(C)(3) 15785 Tuition Aid Frankford Friends School 1500 Orthodox St Philadelphia PA 19124 231352634 501(C)(3) 15312 Tuition Aid Friends Publishing Corporation 1501 Cherry St Philadelphia PA 19102 231465406 501(C)(3) 15030 Unrestricted Waging Nonviolence 226 Prospect Park W 146 Brooklyn NY 11215 464615909 501(C)(3) 15000 general purposes Friends Village (Friends Boarding Home of Bucks Qu 50 S Congress St Newtown PA 18940 231365330 501(C)(3) 14530 general purposes Friends Home in Kennett 147 W State St Oakdale PA 19349 230604260 501(C)(3) 14530 general purposes Mercy Corps PO Box 80020 Prescott AZ 86304 911148123 501(C)(3) 14456 Unrestricted Thistle Hills 323 E Lincoln Hwy Coatesville PA 19320 851655793 501(C)(3) 13617 heating assitance Friends Select School 17th Ben Franklin Pkwy Phila PA 19103 230604370 501(C)(3) 13428 scholarship assistance Greene Street Friends School 5511 Greene St Philadelphia PA 19144 300923414 501(C)(3) 13376 Tuition Aid Crosswicks Monthly Meeting PO Box 456 Chesterfield NJ 08515 222068867 501(C)(3) 13094 for "the running Face to Face 123 E Price St Philadelphia PA 19144 232862064 501(C)(3) 12000 Weatherization & Philadelphia Yearly Meeting 1515 Cherry St Philadelphia PA 19102 731646786 501(C)(3) 11656 Provide support GPASS 4943 N 5th St Philadelphia PA 19120 232216151 501(C)(3) 10000 Fuel Assistance Southwest Community Development 6328 Paschall Ave Philadelphia PA 19142 232491247 501(C)(3) 10000 Emergency fuel We Never Say Never 4427 Lancaster Ave Philadelphia PA 19104 233273681 501(C)(3) 10000 NEC emergency oil Strawberry Mansion 2829 W Diamond St Philadelphia PA 19121 550900527 501(C)(3) 10000 Emergency fuel Institute for Policy Studies 1303 CT Ave NW Suite 600 Washington DC 20036 520788947 501(C)(3) 10000 Unrestricted United Palestinian Appeal 1330 NH Ave NW Suite 104 Washington DC 20077 112494808 501(C)(3) 10000 Unrestricted Friends of Sabeel North America PO Box 3192 Greenwood Village CO 80155 383419440 501(C)(3) 10000 Unrestricted Earlham School of Religion 801 National Road W Richmond IN 47374 350868073 501(C)(3) 10000 New Signage Phila Corp for Aging-EFC 642 N Broad Street Philadelphia PA 19130 231905649 501(C)(3) 10000 Fuel Assistance Philly Green Capitol 1400 JFK Blvd Rm 566 Philadelphia PA 19107 862714334 501(C)(3) 9300 6 home solar New Garden Friends Meeting 801 New Garden Rd Greensboro NC 27410 560860298 501(C)(3) 8826 Unrestricted HPCSI 727 E Phil Ellena St Philadelphia PA 19119 871649846 501(C)(3) 7461 Solar Sharing Project New Kensington CDC 2515 Frankford Ave Philadelphia PA 19125 222610536 501(C)(3) 7461 NEC emergency oil Arts Holding Hands and Hearts 110 E State St Suite 313 Kennett Square PA 19348 462698782 501(C)(3) 7000 Step Up Step Out Center in the Park 5818 Germantown Ave Philadelphia PA 19144 231919016 501(C)(3) 7000 heating assitance Nonviolent Peaceforce 4000 Albermarle St NY Ste 401 Washington DC 20016 521645787 501(C)(3) 6456 Unrestricted Right Sharing of World Resources PO Box 2102 Richmond IN 47375 311636209 501(C)(3) 6250 Unrestricted Sojourner House - Women Against Abuse 100 S Broad St Suite 1341 Philadelphia PA 19102 231984838 501(C)(3) 6000 Fuel Assistance Fellowship of Reconciliation PO Box 271 Nyack NY 10960 030464617 501(C)(3) 6000 Musicians w/o Borders San Francisco Friends Meeting 65 9th St San Francisco CA 94103 941630588 501(C)(3) 5500 Unrestricted 46 0 PART I, LINE 2: FFC FUNDS THAT MAKE GRANTS TO ORGANIZATIONS FALL UNDER TWO CATEGORIES. THE FIRST GROUP OF FUNDS MAKE GRANTS TO DESIGNATED ORGANIZATION(S) ON AN ONGOING BASIS. THE DESIGNATED RECIPIENTS OF THOSE GRANTS ARE ASKED TO REPORT ON A PERIODIC BASIS DIRECTLY TO THE CHARITABLE SERVICES COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. OTHER FUNDS USE DISTRIBUTION COMMITTEES TO REVIEW GRANT APPLICATIONS 1-3 TIMES PER YEAR. THESE DISTRIBUTION COMMITTEES REPORT PERIODICALLY TO THE CHARITABLE SERVICES COMMITTEE AND, IN TURN, THE DISTRIBUTION COMMITTEES ASK THAT GRANTEES PROVIDE THE DISTRIBUTION COMMITTEE WITH A REPORT ON THE GRANTEE'S USE OF THE GRANT WITHIN A SPECIFIED TIME PERIOD, NORMALLY A YEAR AFTER THE GRANT IS RECEIVED. X X X false false false false false false false false false ETHAN BIRCHARD EXECUTIVE DIRECTOR 282923 0 40000 0 0 0 11880 0 10512 0 345315 0 0 0 SANDY QUINN CONTROLLER 161825 0 0 0 0 0 9949 0 22583 0 194357 0 0 0 RICHARD KENT CHIEF INVESTMENT OFFICER 197967 0 0 0 0 0 11868 0 229 0 210064 0 0 0 ESTON GRIFFIN DIR OF BUS DEV & CONSTIUENT RE 189874 0 0 0 0 0 11629 0 1718 0 203221 0 0 0 X 7 321076 FMV 0 false false false PART I, COLUMN B: THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B: GOVERNING BODY REVIEW OF FORM 990 THE FORM 990 IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD. IN ADDITION, A COPY OF THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR IN WHICH THEY MUST DISCLOSE SUCH INTERESTS THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD. BOARD MEMBERS AND/OR STAFF MAY IDENTIFY POTENTIAL CONFLICT SITUATIONS. WHEN A CONFLICT IS IDENTIFIED, THE BOARD OR STAFF MEMBER RECUSES THEMSELVES FROM THE DECISION MAKING PROCESS ON THE MATTER THAT COULD POTENTIALLY REPRESENT A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15: PROCESS FOR DETERMINING COMPENSATION THE HUMAN RESOURCES COMMITTEE AND THE BOARD CHAIR ARE RESPONSIBLE FOR THE EVALUATION OF THE EXECUTIVE DIRECTOR. THIS INCLUDES AN ANNUAL FORMAL PERFORMANCE APPRAISAL AND THE DETERMINATION OF APPROPRIATE COMPENSATION. BOTH THE CALCULATION AND ANY CHANGE IN COMPENSATION IS APPROVED BY THE BOARD. INFORMATION IS OBTAINED FROM SURVEYS OF COMPENSATION AT OTHER COMPARABLE NON-PROFIT ORGANIZATIONS. THE EXECUTIVE DIRECTOR EVALUATES THIER DIRECT REPORTS; OTHER MANAGERS EVALUATE THEIR DIRECT REPORTS; THE EVALUATIONS AND ANY CHANGES IN COMPENSATION OF THE EXECUTIVE DIRECTOR'S DIRECT REPORTS ARE REVIEWED BY THE HUMAN RESOURCES COMMITTEE. THE EVALUATIONS AND ANY CHANGES IN COMPENSATION OF THE DIRECT REPORTS OF THE OTHER MANAGERS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19: PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ANNUAL AUDIT OF FRIENDS FIDUCIARY CORPORATION AND ITS FUNDS ARE DISTRIBUTED TO CONSTITUENT ORGANIZATIONS INVESTING IN THE FUNDS AND TO PROSPECTIVE INVESTOR ORGANIZATIONS UPON REQUEST. THE CORPORATION'S AUDIT IS PROVIDED TO ALL STATES WHERE REQUIRED AND IS ALSO AVAILABLE UPON REQUEST. FRIENDS FIDUCIARY CORPORATION'S GOVERNANCE STANDARDS AND INVESTMENT PHILOSOPHY AND GUIDANCE POLICIES ARE POSTED ON ITS WEBSITE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 24,762 CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 33,711 TOTAL TO FORM 990, PART XI, LINE 9 58,473