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FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-26
IRS object ID
202611779349300906
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-26T10:02:27-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET SUITE 1710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032945ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231968136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Friends Fiduciary CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EXECUTIVE DIRECTORInCareOfNm
Business Name ControlFRIEBusinessNameControlTxt
Phone2152417272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 Market Street Suite 1535AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonETHAN BIRCHARDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2152417272PhoneNum
Signature2026-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISRAEL TANNENBAUMPreparerPersonNm
PTINP01589203PTIN
Phone2155462140PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerETHAN BIRCHARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 Market Street Suite 1535AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,646,886GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRIENDSFIDUCIARY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionRelying on Quaker testimonies and values, Friends Fiduciary provides prudent, cost-effective investment management and philanthropic services for Friends organizations.ActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$606,453PYContributionsGrantsAmt
CY Contributions Grants$749,436CYContributionsGrantsAmt
PY Program Service Revenue$5,106,874PYProgramServiceRevenueAmt
CY Program Service Revenue$5,710,285CYProgramServiceRevenueAmt
PY Investment Income$892,963PYInvestmentIncomeAmt
CY Investment Income$793,453CYInvestmentIncomeAmt
PY Other Revenue$32,024PYOtherRevenueAmt
CY Other Revenue$13,294CYOtherRevenueAmt
PY Total Revenue$6,638,314PYTotalRevenueAmt
CY Total Revenue$7,266,468CYTotalRevenueAmt
PY Grants And Similar Paid$1,209,007PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,053,225CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,500,818PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,851,032CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,621,894PYOtherExpensesAmt
CY Other Expenses$3,926,291CYOtherExpensesAmt
PY Total Expenses$6,331,719PYTotalExpensesAmt
CY Total Expenses$6,830,548CYTotalExpensesAmt
PY Revenues Less Expenses$306,595PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$435,920CYRevenuesLessExpensesAmt
Total Assets BOY$743,271,598TotalAssetsBOYAmt
Total Assets EOY$828,171,905TotalAssetsEOYAmt
Total Liabilities BOY$722,962,544TotalLiabilitiesBOYAmt
Total Liabilities EOY$805,748,986TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,309,054NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$22,422,919NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWITHIN 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$4,277,889ExpenseAmt
Revenue$5,127,003RevenueAmt
DescINVESTMENT 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,457,613ExpenseAmt
Grant$1,053,225GrantAmt
Revenue$250,236RevenueAmt
DescGRANTMAKING: 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$510,101ExpenseAmt
Revenue$333,046RevenueAmt
DescPLANNED 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,245,603TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEXECUTIVE DIRECTORPersonNm
Phone2152417272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 MARKET STREET SUITE 1535AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ETHAN BIRCHARD
EXECUTIVE DIRECTOR40.00.0Yes (X)$322,923$0$22,392
RICHARD KENT
CHIEF INVESTMENT OFFICER40.00.0$197,967$0$12,097Yes (X)
ESTON GRIFFIN
DIR OF BUS DEV & CONSTIUENT RE40.00.0$189,874$0$13,347Yes (X)
SANDY QUINN
CONTROLLER40.00.0Yes (X)$161,825$0$32,532
MIMI BLACKWELL
DR OF BUS DEV & CONST RELATION40.00.0$112,853$0$35,232Yes (X)
BENNETT LOMAX
DIRECTOR TIL 9/252.00.0$0$0$0Yes (X)
CHRISTIE DUNCAN-TESSMER
CHAIRPERSON10.00.0Yes (X)$0$0$0Yes (X)
STANLEY PELLI
VICE CHAIR6.00.0Yes (X)$0$0$0Yes (X)
CHRISTINA REPOLEY
SECRETARY/DIRECTOR TIL 09/252.00.0Yes (X)$0$0$0Yes (X)
BRUCE BEATON
TREASURER TIL 09/25; DIRECTOR2.00.0Yes (X)$0$0$0Yes (X)
BETH HENRICKS
DIRECTOR; TREASURER EFF 09/252.00.0Yes (X)$0$0$0Yes (X)
CARL BUTLER
DIRECTOR2.00.0$0$0$0Yes (X)
DANIEL ISAACS
DIRECTOR TIL 09/252.00.0$0$0$0Yes (X)
DOUG COSTA
DIRECTOR2.00.0$0$0$0Yes (X)
ELIZABETH WIDDICOMBE
DIRECTOR; SECRETARY EFF 09/252.00.0$0$0$0Yes (X)
JOHN HELDING
DIRECTOR2.00.0$0$0$0Yes (X)
JONATHAN BROWN
DIRECTOR2.00.0$0$0$0Yes (X)
MARGARET PLANK
DIRECTOR2.00.0$0$0$0Yes (X)
MARK MYERS
DIRECTOR2.00.0$0$0$0Yes (X)
MICHAEL HOMANS
DIRECTOR2.00.0$0$0$0Yes (X)
ROBERT HAYDEN JR
DIRECTOR TIL 09/252.00.0$0$0$0Yes (X)
TAKASHI MORIUCHI
DIRECTOR2.00.0$0$0$0Yes (X)
TERRY NANCE
DIRECTOR2.00.0$0$0$0Yes (X)
TOM WRIGHT
DIRECTOR2.00.0$0$0$0Yes (X)
TOMMY WRENN
DIRECTOR; VICE CHAIR EFF 03/256.00.0Yes (X)$0$0$0Yes (X)
DIANA YANEZ
DIRECTOR EFF 09/252.00.0$0$0$0Yes (X)
MORGAN HARTING
DIRECTOR EFF 09/252.00.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$985,442TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$115,600TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCdForeign PostalContractorAddress/ForeignAddress/ForeignPostalCd
CHEETAH INC
115 S WALNUT STMUNCIEIN47305BACK OFFICE ACCTG$415,667
BOSTON COMMON ASSET MANAGEMENT LLC
200 STATE STREET 7TH FLOORBOSTONMA02109INVESTMENT MGMT$384,543
BOSTON TRUST INVESTMENT MANAGEMEN
ONE BEACON STREETBOSTONMA02108INVESTMENT MGMT$270,003
KAYNE ANDERSON RUDNICK INV MGMT LLC
1800 AVENUE OF THE STARS SUITE 200LOS ANGELESCT90067INVESTMENT MGMT$248,587
VAN BERKOM ASSOCIATES INC
INVESTMENT MGMT$237,817600 DE MAISONNEUVRE BLVD WEST SUITEMONTREALQUEBECCAH3A 3J2
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
All Other Contributions$749,436AllOtherContributionsAmt
Noncash Contributions$321,076NoncashContributionsAmt
Total Contributions$749,436TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEES FOR MANAGED FUNDSDesc
Business523940BusinessCd
Total Revenue Column$5,710,285TotalRevenueColumnAmt
Related Or Exempt Func Income$5,710,285RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$5,710,285TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$688,842TotalRevenueColumnAmt
Exclusion$688,842ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$485,030SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$380,418SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$104,612SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$104,611TotalRevenueColumnAmt
Exclusion$104,611ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$13,294TotalRevenueColumnAmt
Exclusion$13,294ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$13,294OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,266,468TotalRevenueColumnAmt
Related Or Exempt Func Income$5,710,285RelatedOrExemptFuncIncomeAmt
Exclusion$806,747ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,053,225TotalAmt
Program Services$1,053,225ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$548,709TotalAmt
Program Services$493,837ProgramServicesAmt
Management And General$54,872ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,066,222TotalAmt
Program Services$959,600ProgramServicesAmt
Management And General$106,622ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$53,720TotalAmt
Program Services$48,348ProgramServicesAmt
Management And General$5,372ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$76,682TotalAmt
Program Services$69,016ProgramServicesAmt
Management And General$7,666ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$105,699TotalAmt
Program Services$95,129ProgramServicesAmt
Management And General$10,570ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$69,567TotalAmt
Program Services$66,089ProgramServicesAmt
Management And General$3,478ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,103TotalAmt
Program Services$54,662ProgramServicesAmt
Management And General$36,441ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,491,040TotalAmt
Program Services$2,491,040ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$65,500TotalAmt
Program Services$3,274ProgramServicesAmt
Management And General$62,226ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$60,685TotalAmt
Program Services$48,548ProgramServicesAmt
Management And General$12,137ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$45,480TotalAmt
Program Services$28,229ProgramServicesAmt
Management And General$17,251ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$24,460TotalAmt
Program Services$19,632ProgramServicesAmt
Management And General$4,828ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$98,178TotalAmt
Program Services$78,542ProgramServicesAmt
Management And General$19,636ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,694TotalAmt
Program Services$21,645ProgramServicesAmt
Management And General$5,049ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,699TotalAmt
Program Services$13,402ProgramServicesAmt
Management And General$2,297ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,657TotalAmt
Program Services$7,726ProgramServicesAmt
Management And General$1,931ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$113,684TotalAmt
Program Services$90,947ProgramServicesAmt
Management And General$22,737ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BACK OFFICE SUPPORT$415,668$415,668
ADMINISTRATIVE FEES$210,195$38,538$171,657
PROGRAM EXPENSE$79,312$79,312
PROXY SERVICE$30,595$30,595

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$78,774TotalAmt
Program Services$38,599ProgramServicesAmt
Management And General$40,175ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,830,548TotalAmt
Program Services$6,245,603ProgramServicesAmt
Management And General$584,945ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$772,909BOYAmt
EOY$1,050,952EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$21,811,002BOYAmt
EOY$27,254,410EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$175,671BOYAmt
EOY$173,136EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$65,280BOYAmt
EOY$79,289EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$90,729LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$80,887LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$19,499BOYAmt
EOY$9,842EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$719,615,584BOYAmt
EOY$798,359,346EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$500,000BOYAmt
EOY$1,000,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$311,653BOYAmt
EOY$244,930EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$743,271,598BOYAmt
EOY$828,171,905EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,065,702BOYAmt
EOY$2,437,790EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$720,896,842BOYAmt
EOY$803,311,196EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$722,962,544BOYAmt
EOY$805,748,986EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,416,736BOYAmt
EOY$4,707,759EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,892,318BOYAmt
EOY$17,715,160EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,309,054BOYAmt
EOY$22,422,919EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$743,271,598BOYAmt
EOY$828,171,905EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$435,920ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,619,472NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$58,473OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations419SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (419 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
15TH STREET MONTHLY MEETING
5101418651false$0$0
2ND STREET COMMUNITY CHURCH
9118263751false$0$0
57TH STREET MONTHLY MEETING
3621820081false$0$0
ALBANY FRIENDS MEETING
1460250661false$0$0
ALBUQUERQUE MONTHLY MEETING
8560097111false$0$0
ALFRED COPE BOOK TRUST
23673240610false$0$0
ALTERNATIVES TO VIOLENCE PROJECT USA INC
5218383281false$0$0
ALTERNATIVES TO VIOLENCE PROJECT I
1330147067false$0$0
AMERICAN FRIENDS SERVICE COMMITTEE
2313520101false$36,530$0
ANN ARBOR FRIENDS MEETING
3825089651false$0$0
ANNA T JEANES FOUNDATION
23220340610false$0$0
ANNAPOLIS FRIENDS MEETING
5211683191false$0$0
ARLEY JOHNSON MEMORIAL FUND
23196813610false$0$0
ARNEYS MOUNT PREPARATIVE MEETING
2223062431Yes (true)$0$0
ARTHUR MORGAN SCHOOL INC
5622571002false$0$0
ATLANTIC CITY AREA MONTHLY MEETING
2233611701Yes (true)$0$0
BALTIMORE YEARLY MEETING
5208563091false$0$0
BARCLAY FRIENDS
2320884763false$25,000$0
BARNEGAT MONTHLY MEETING
7316467861Yes (true)$0$0
BATON ROUGE FRIENDS MEETING
7212257501false$0$0
BELLINGHAM MONTHLY MEETING
9119833711false$0$0
BEN LOMOND QUAKER CENTER
94283113710false$2,974$0
BERKELEY FOOD PANTRY
94600375210false$0$0
BERKELEY SOCIETY OF FRIENDS
9461051411false$0$0
BETHESDA FRIENDS MEETING
5220039471false$0$0
BIBLE ASSOCIATION OF FRIENDS IN AME
2362648902false$0$0
BIRMINGHAM MONTHLY MEETING
7316467861Yes (true)$0$0
BLACKBURN FAMILY ASSOCIATION INC
38261723710false$0$0
BLACKSBURG FRIENDS MEETING
5208563091false$0$0
BLOOMINGTON FRIENDS MEETING
3518634901false$0$0
BOISE VALLEY SOCIETY OF FRIENDS
4540400482false$0$0
BOLIVIAN QUAKER EDUCATION FUND
1136508792false$0$0
BOULDER FRIENDS MEETING
8460529971false$0$0
BRADFORD MONTHLY MEETING
7316467861Yes (true)$0$0
BRIDGE CITY FRIENDS MEETING
2026087921false$0$0
BRISTOL MONTHLY MEETING
7316467861false$0$0
BROADMEAD RESIDENTS ASSOCIATION
5212552813false$0$0
BUCKINGHAM MONTHLY MEETING
7316467861Yes (true)$0$0
BUCKINGHAM FRIENDS SCHOOL
2313906312false$2,907$0
BUCKS QTRLY MTG BOARDING HOME
2313653307false$0$0
BUCKS QUARTERLY MEETING
2372012221Yes (true)$0$0
BURLINGTON MONTHLY MEETING
2221855831false$0$0
BURLINGTON QUARTERLY MEETING
22218558310Yes (true)$0$0
BUTTERNUTS MONTHLY MEETING
13567942410false$0$0
BYBERRY MONTHLY MEETING
73164678610Yes (true)$0$0
CAMDEN FRIENDS MEETING
5160156981Yes (true)$0$0
CAMP DARK WATERS
22374808310false$0$0
CAMP DARK WATERS CAMPERSHIP TRUST
22374808310false$0$0
CAMP DARK WATERS STIF
22374808310false$0$0
CANNON VALLEY FRIENDS MEETING
4525050071false$0$0
CEDAR GROVE FRIENDS MEETING
4639430871false$0$0
CENTRAL PHILADELPHIA MONTHLY MEETING
2326263981Yes (true)$0$0
CENTRE MONTHLY MEETING
5103707891Yes (true)$0$0
CHANDLER HALL AUXILIARY
2323651247false$0$0
CHAPEL HILL FRIENDS MEETING
5615991731false$0$0
CHAPPAQUA MONTHLY MEETING
1326472171false$0$0
CHARLESTON MONTHLY MEETING
5507517161false$0$0
CHATHAM-SUMMIT MONTHLY MEETING
2235949411false$0$0
CHESTER MONTHLY MEETING
7316467861Yes (true)$0$0
CHESTER RIVER MONTHLY MEETING
5210957841Yes (true)$0$0
CHESTNUT HILL MONTHLY MEETING
7316467861Yes (true)$0$0
CHICO FRIENDS MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS
9415452491false$0$0
CINCINNATI MONTHLY MEETING
3160454081false$0$0
CLAREMONT MONTHLY MEETING
9529061091false$0$0
CLARENCE & LILLY PICKETT ENDOWNMENT
42139199710false$0$0
CLEARWATER FRIENDS MEETING
5101757601false$0$0
CLEVELAND FRIENDS MEETING
3465362391false$0$0
COLLINS FRIENDS MEETING
1613835531false$0$0
COLORA PREPARATIVE MEETING
0436489111Yes (true)$0$0
COLORADO SPRINGS FRIENDS MEETING
8410699201false$0$0
COLUMBIA FRIENDS MEETING
5722049151false$0$0
COMMUNITY FINANCIAL & CREDIT COUNSELING SERVICES INC
90058867610false$0$0
CONCORD MONTHLY MEETING
7316467861Yes (true)$0$0
CONCORD QUARTERLY MEETING
2327412001Yes (true)$0$0
CORNWALL MONTHLY MEETING
1416370531false$0$0
CORVALLIS FRIENDS MEETING
9312595871false$0$0
CROPWELL MONTHLY MEETING
7316467861Yes (true)$0$0
CROSSWICKS MONTHLY MEETING
7316467861Yes (true)$13,094$0
DARBY MONTHLY MEETING
7316467861Yes (true)$0$0
DAYTON FRIENDS MEETING
3112922361false$0$0
DETROIT FRIENDS MEETING
8421063832false$0$0
D'OLIER FOUNDATION
22607547110false$0$0
DORCAS SOCIETY
23060437010false$0$0
DOVER RANDOLPH MONTHLY MEETING
2230889251false$0$0
DOYLESTOWN FRIENDS MEETING
7316467861Yes (true)$0$0
DUNELAND FRIENDS MEETING
3519228121false$0$0
DUNNINGS CREEK MONTHLY MEETING
2541096241false$0$0
DURHAM FRIENDS MEETING
5613960361false$0$0
ELKLAND PREPARATIVE MEETING
7316467861Yes (true)$0$0
ELSIE K POWELL HOUSE
14146796710false$0$0
ELVIRA RUTH WILBY FUND
23196813610false$0$0
EUGENE FRIENDS MEETING
9360267171false$0$0
EXETER MONTHLY MEETING
7316467861Yes (true)$0$0
FALLOWFIELD MONTHLY MEETING
2326998601Yes (true)$0$0
FALLSINGTON MONTHLY MEETING
7316467861Yes (true)$0$0
FARM AND WILDERNESS FOUNDATION INC
03022896510false$0$0
FARMINGTON FRIENDS CHURCH
1660512141false$0$0
FARMINGTON-SCIPIO REGIONAL MEETING
8004107991false$0$0
FCL EDUCATION FUND
9466837502false$0$0
FCNL EDUCATION FUND
5212544892false$28,449$0
FLAGSTAFF FRIENDS MEETING
7608324301false$0$0
FLUSHING MONTHLY MEETING
1126487831false$0$0
FORT LAUDERDALE FRIENDS MEETING
5912264631false$0$0
FORT MYERS MONTHLY MEETING
6506073611false$0$0
FOXDALE VILLAGE
25154221810false$0$0
FRANKFORD FRIENDS SCHOOL
2313526342false$15,312$0
FRANKFORD MONTHLY MEETING
7316467861Yes (true)$0$0
FREDERICK MONTHLY MEETING
5219013621false$0$0
FREDONIA FRIENDS MEETING
2372638271false$0$0
FRIENDS ACADEMY OF WESTAMPTON
2235171152false$0$0
FRIENDS ASSN CARE & PROTECT CHILD
2313810067false$0$0
FRIENDS ASSOC FOR HIGHER EDUCATION
58145391510false$0$0
FRIENDS ASSOCATION OF SERVICES FOR THE ELDERLY
9424897887false$0$0
FRIENDS BULLETIN CORPORATION
9311568437false$0$0
FRIENDS CAMP ASSOCIATION OF PENNSYL
23639615810false$0$0
FRIENDS CEMETERY ASSOCIATION OF THE TOWN OF LEDYARD NY
8005098147false$0$0
FRIENDS CENTRAL SCHOOL
2313526362false$0$0
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
53017888310false$0$0
FRIENDS COUNCIL ON EDUCATION
23135214710false$77,467$0
FRIENDS FELLOWSHIP COMMUNITY INC
35106677810false$0$0
FRIENDS FOUNDATION AT WOODSTOWN
22214615910false$0$0
FRIENDS GENERAL CONFERENCE
2313521481false$500$0
FRIENDS HISTORICAL ASSOCIATION
2362995107false$0$0
FRIENDS HOME IN KENNETT
23060426010false$14,530$0
FRIENDS HOMES INC
56075459910false$0$0
FRIENDS HOMES INC
5607545997false$0$0
FRIENDS MEETING AT CAMBRIDGE
0421042411false$0$0
FRIENDS MEETING OF AUSTIN
7415893311false$0$0
FRIENDS MEETING OF LOUISVILLE
6110127901false$0$0
FRIENDS MEETING OF SAN ANTONIO
7421493161false$0$0
FRIENDS MEETING OF WASHINGTON
5302046981false$0$0
FRIENDS MEETING SCHOOL INC
5219335752false$0$0
FRIENDS NEIGHBORHOOD GUILD
2314240247false$4,536$0
FRIENDS OF RAMALLAH FRIENDS MEETING
5625901331false$0$0
FRIENDS PENSION
2313521461false$0$0
FRIENDS PUBLISHING CORPORATION
23146540610false$15,030$0
FRIENDS REHABILITATION PROGRAM
23639876410false$0$0
FRIENDS SCHOOL IN DETROIT
3817539002false$0$0
FRIENDS SCHOOL MULLICA HILL
2219031662false$4,843$0
FRIENDS SCHOOL OF ATLANTA
5819183182false$1,936$0
FRIENDS SCHOOL OF MINNESOTA
3635867412false$0$0
FRIENDS SCHOOL OF PORTLAND
2032996552false$0$0
FRIENDS SCHOOL OF PORTLAND
2032996552false$0$0
FRIENDS SELECT ALUMNI ASSNBARTLET
23060437010false$0$0
FRIENDS UNITED MEETING
3508775731false$0$0
FRIENDS VILLAGE
87368542010false$14,530$0
FRIENDS VILLAGE AT WOODSTOWN
2104558471false$0$0
FRIENDS WORLD COMMITTEE FOR CONSULT
2313533622false$0$0
FRIENDS WORLD COMMITTEE FOR CONSULTATION WORLD OFFICE
9804617202false$0$0
FRIENDSVIEW MANOR
93047866010false$0$0
FUM ENDOWMENT-RFS GEN SCHOLARSHIPS
3508775731false$0$0
GEORGE FOX FRIENDS SCHOOL
2328083892false$0$0
GEORGE SCHOOL
3310449682false$0$0
GEORGETOWN FRIENDS MEETING
4547977111false$0$0
GERMANTOWN FRIENDS SCHOOL
0506300182false$0$0
GOOSE CREEK MONTHLY MEETING CEMETER
5460446661false$0$0
GOSHEN FRIENDS SCHOOL
2360507722false$0$0
GOSHEN MONTHLY MEETING
7316467861Yes (true)$0$0
GREEN STREET FRIENDS SCHOOL
3009234142false$0$0
GREEN STREET MONTHLY MEETING
2362599781Yes (true)$0$0
GREEN STREET MONTHLY MEETING TRUSTEE
2362599781Yes (true)$0$0
GREENE STREET FRIENDS SCHOOL
2313526432false$13,376$0
GREENWICH FRIENDS MEETING
7316467861Yes (true)$0$0
GUNPOWDER FRIENDS MEETING
5213699791false$0$0
HADDONFIELD FRIENDS SCHOOL
3523760462false$2,907$0
HADDONFIELD MONTHLY MEETING
7316467861Yes (true)$0$0
HADDONFIELD QUARTERLY MEETING
2235288001Yes (true)$0$0
HARRISBURG MONTHLY MEETING
2226836081Yes (true)$0$0
HAVERFORD MONTHLY MEETING
2313523181Yes (true)$0$0
HAVERFORD QUARTERLY MEETING
2328570621Yes (true)$0$0
HAWAII PEACE & JUSTICE
27460353410false$0$0
HEALTHY CHILDREN PROJECT
04320163710false$0$0
HERNDON FRIENDS MEETING
5412546911false$0$0
HISTORIC FAIR HILL
2327249147false$0$0
HOCKESSIN MONTHLY MEETING
5160151391Yes (true)$0$0
HOME RULE GLOBALLY
23277775110false$0$0
HOMEWOOD FRIENDS MEETING
5206079621false$0$0
HONOLULU FRIENDS MEETING
9901075321false$0$0
HOPEWELL CENTRE FRIENDS MEETING
5410120941false$0$0
HORSHAM MONTHLY MEETING
7316467861Yes (true)$0$0
HUNTINGDON MONTHLY MEETING
7316467861Yes (true)$0$0
ILLINOIS YEARLY MEETING
3661039141false$0$0
INCORP TRUSTEES OF ABINGTON MONTHLY
2313608331Yes (true)$0$0
INCORPORATED TRUSTEES OF ABINGTON Q
2363921231Yes (true)$0$0
INCORPORATED TRUSTEES OF ORLANDO RELIGIOUS SOCIETY OF FRIEND
5102252821false$0$0
INLAND VALLEY MONTHLY MEETING
4527679601false$0$0
ITHACA MONTHLY MEETING
5624660671false$0$0
JEANES HOSPITAL
2328260453false$0$0
JOHN BARNES TRUSTEES INC
2362516521false$0$0
JOHN WOOLMAN MEMORIAL ASSOCIATION
2106815367false$0$0
KENNETT MONTHLY MEETING
2360509211Yes (true)$0$0
KENT FRIENDS MEETING
3416254151false$0$0
LA JOLLA MM SCHOLARSHIP COMMITTEE
3306770051false$0$0
LAKE ERIE YEARLY MEETING
3112253961false$0$0
LAKE FOREST FRIENDS MEETING
3628477351false$0$0
LANCASTER FRIENDS SCHOOL
8541947252false$4,843$0
LANCASTER MONTHLY MEETING
7316467861Yes (true)$0$0
LANGHORNE COMMUNITY MEMORIAL ASSOCIATION
22245395910false$0$0
LANGLEY HILL FRIENDS MEETING
5415168671false$0$0
LANSDOWNE FRIENDS SCHOOL
2313608562false$4,843$0
LANSDOWNE FRIENDS MEETING
2313608562false$16,100$0
LANSDOWNE MONTHLY MEETING
2328019251Yes (true)$0$0
LAWRENCE MONTHLY MEETING
0560029141false$0$0
LEHIGH VALLEY MONTHLY MEETING
2321228161Yes (true)$0$0
LINDA & GENE FARLEY CENTER FOR PEACE JUSTICE & SUSTAINABILI
2721954542false$0$0
LITTLE EGG HARBOR MEETING
7316467861Yes (true)$0$0
LITTLE RED SCHOOLHOUSE
5219810822false$0$0
LIVE OAK FRIENDS MEETING OF HOUSTON INC
2371828391false$0$0
LONDON GROVE MONTHLY MEETING
7316467861Yes (true)$0$0
MADISON MONTHLY MEETING
3913480391false$0$0
MAKEFIELD YARDLEY
2364247731false$0$0
MANASQUAN MONTHLY MEETING
2230532961false$0$0
MANHASSET MONTHLY MEETING
1178935411false$0$0
MARIN FRIENDS MEETING
5215913981false$0$0
MARLBOROUGH MONTHLY MEETING
7316467861Yes (true)$0$0
MARTHA'S VINEYARD FRIENDS MEETING
0427352941false$0$0
MEDFORD MONTHLY MEETING
2226836191Yes (true)$0$0
MEDFORD MONTHLY MEETING GRAVEYARD
2226836191false$0$0
MEDIA MONTHLY MEETING
7316467861Yes (true)$0$0
MEDIA-PROVIDENCE FRIENDS SCHOOL
2313861772false$4,843$0
MEMPHIS FRIENDS MEETING
5912264631false$0$0
MENALLEN MONTHLY MEETING
2319074011false$0$0
MERCER STREET FRIENDS
21073399010false$0$0
MERION MONTHLY MEETING
7316467861Yes (true)$0$0
MIAMI (FL) FRIENDS MEETING
2373729581false$0$0
MIAMI FRIENDS MEETING
3515466891false$0$0
MICKLETON MONTHLY MEETING
5219810821Yes (true)$0$0
MIDDLETOWN MONTHLY MEETING - BUCKS
7316467861Yes (true)$0$0
MIDDLETOWN MONTHLY MEETING - CONCOR
7316467861Yes (true)$0$0
MIDDLETOWN PREPARATIVE MEETING
7316467861Yes (true)$0$0
MILL CREEK MONTHLY MEETING
7316467861Yes (true)$0$0
MILLVILLE MONTHLY MEETING
2327335601false$0$0
MILWAUKEE MONTHLY MEETING
3915528851false$0$0
MOHAWK VALLEY MONTHLY MEETING
2701029101false$0$0
MONTCLAIR MONTHLY MEETING
2215085891false$0$0
MONTEREY PENINSULA FRIENDS MEETING
7700093991false$0$0
MONTHLY MTG OF FRIENDS OF PHILADELP
2329970651Yes (true)$0$0
MONTHLY MTG OF FRIENDS OF PHILA-SCH
2329970651Yes (true)$0$0
MOORESTOWN FRIENDS SCHOOL
2106344972false$0$0
MOORESTOWN MONTHLY MEETING
2106430231Yes (true)$0$0
MT HOLLY MONTHLY MEETING
7607462991Yes (true)$0$0
MULLICA HILL MONTHLY MEETING
2260497641Yes (true)$0$0
MULTNOMAH MONTHLY MEETING
9308156141false$0$0
NEW ASSOCIATION OF FRIENDS
4630710311false$0$0
NEW BRUNSWICK MONTHLY MEETING
3524825131false$0$0
NEW GARDEN FRIENDS MEETING-NC
5608602981false$0$0
NEW GARDEN FRIENDS SCHOOL
5610022362false$8,826$0
NEW GARDEN MONTHLY MEETING
2362611211Yes (true)$0$0
NEW HAVEN MONTHLY MEETING
2231485701false$0$0
NEW PALTZ FRIENDS MEETING
5101484481false$0$0
NEW YORK QUARTERLY MEETING
1356285701false$0$0
NEW YORK YEARLY MEETING
1356794241false$0$0
NEWTOWN MONTHLY MEETING
2372638271Yes (true)$0$0
NEWTOWN SQUARE MONTHLY MEETING
7316467861Yes (true)$0$0
NINE PARTNERS QUARTERLY MEETING
1460267371false$0$0
NISEI STUDENT RELOCATION
0610219067false$0$0
NONVIOLENT PEACEFORCE
3521970197false$0$0
NORRISTOWN MONTHLY MEETING
2226836211Yes (true)$0$0
NORTH BRANCH FRIENDS MEETING
2320742961false$0$0
NORTH CAROLINA FRIENDS HISTORICAL SOCIETY
5611528277false$0$0
NORTH CAROLINA YM (CONSERVATIVE)
5613055561false$0$0
NORTH PACIFIC YEARLY MEETING
9110843751false$0$0
NORTHERN YEARLY MEETING
4121840371false$0$0
NOTTINGHAM MONTHLY MEETING
2320816181false$0$0
OAK PARK FRIENDS MEETING
3666446391false$0$0
OLD CALN MEETINGHOUSE
7316467861Yes (true)$0$0
OLD CHATHAM MONTHLY MEETING
0304107951false$0$0
OLD HAVERFORD MONTHLY MEETING
2329264881Yes (true)$0$0
OLNEY FRIENDS SCHOOL
3402354802false$0$0
ORANGE COUNTY FRIENDS MEETING
3005078051false$0$0
ORANGE GROVE MONTHLY MEETING
9520848661false$0$0
ORCHARD PARK FRIENDS MEETING
0436996981false$0$0
PACIFIC YEARLY MEETING
9415452491false$0$0
PACIFIC YEARLY MEETING HOLDING CORP
9416466561false$0$0
PALM BEACH MONTHLY MEETING
5912264631false$0$0
PALO ALTO FRIENDS MEETING
9461060681false$0$0
PENDLE HILL
23135225510false$0$0
PENN VALLEY FRIENDS MEETING
7316687751false$0$0
PENNSDALE MONTHLY MEETING
7316467861Yes (true)$0$0
PHILADELPHIA BAIL FUND
8213605891false$0$0
PHILADELPHIA QUARTERLY MEETING
2316786151Yes (true)$0$0
PHILADELPHIA YEARLY MEETING
7316467861Yes (true)$11,656$0
PHOENIX FRIENDS MONTHLY MEETING
3837119101false$0$0
PIMA MONTHLY MEETING
4748667151false$0$0
PLUMSTEAD FRIENDS MEETING
7316467861Yes (true)$0$0
PLYMOUTH MEETING FRIENDS SCHOOL
2313705032false$2,907$0
PLYMOUTH MONTHLY MEETING TRUSTEES
7316467861Yes (true)$0$0
POPLAR RIDGE FRIENDS MEETING
1613477981false$0$0
PORTLAND FRIENDS MEETING
0160439891false$0$0
POUGHKEEPSIE MONTHLY MEETING
1460269841false$0$0
PRINCETON MONTHLY MEETING
2107384251Yes (true)$0$0
PRISONER VISITATION & SUPPORT
2319850767false$0$0
PROMOTING AN ENDURING PEACE INC
2627598801false$0$0
PROVIDENCE (RI) MONTHLY MEETING
0560171481false$0$0
PROVIDENCE MONTHLY MEETING
2328498631Yes (true)$0$0
PURCHASE MONTHLY MEETING
2633966191false$0$0
QUAKER HOUSE OF FAYETTEVILLE INC
2370804527false$0$0
QUAKER SCHOOL AT HORSHAM
2322000722false$4,843$0
QUAKER UNIVERSALIST FELLOWSHIP
2224822112false$0$0
QUAKER VOLUNTARY SERVICE
3838585807false$5,000$0
QUAKERTOWN MONTHLY MEETING
7316467861Yes (true)$0$0
RADNOR FRIENDS MEETING
7316467861Yes (true)$0$0
RAHWAY & PLAINFIELD MONTHLY MEETING
2200191341false$0$0
RALEIGH FRIENDS MEETING
5621768651false$0$0
RANCOCAS FRIENDS SCHOOL
2107038052false$0$0
RANCOCAS MONTHLY MEETING
2222186571Yes (true)$0$0
READING MONTHLY MEETING
2362455601Yes (true)$0$0
REUNITED SOCIETY OF BELIEVERS
82238654110false$0$0
RICHLAND MONTHLY MEETING
7316467861Yes (true)$0$0
RICHMOND FRIENDS SCHOOL
3512670452false$0$0
RIDGEWOOD MONTHLY MEETING
2231345921false$0$0
RIGHT SHARING OF WORLD RESOURCES
3116362097false$6,250$0
ROCHESTER FRIENDS MEETING
4116755071false$0$0
ROCKLAND FRIENDS MEETING
1361448401false$0$0
SACRAMENTO MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS
3115757671false$0$0
SALEM MONTHLY MEETING
2222866491Yes (true)$0$0
SALEM QUARTERLY MEETING
2160182931Yes (true)$0$0
SAN FRANCISCO FRIENDS MEETING
9416305881false$5,500$0
SAN JOSE FRIENDS MEETING
9415131391false$0$0
SAN JOSE FRIENDS MEETING
9415131391false$0$0
SANDY SPRING MONTHLY MEETING
5211059421false$0$0
SANTA BARBARA FRIENDS MEETING
7701484101false$0$0
SANTA MONICA MONTHLY MEETING
9539762341false$0$0
SARANAC LAKE MONTHLY MEETING
1356794241false$0$0
SARASOTA MONTHLY MEETING
5965608771false$0$0
SARATOGA MONTHLY MEETING
8304860681false$0$0
SCARSDALE MONTHLY MEETING
1362234921false$0$0
SCHUYKILL MEETING OF FRIENDS
7316467861Yes (true)$0$0
SOLEBURY FRIENDS MEETING
7316467861Yes (true)$0$0
SOUTH CENTRAL YEARLY MEETING
7600945391false$0$0
SOUTH MOUNTAIN FRIENDS MEETING
9311635601false$0$0
SOUTH SEATTLE FRIENDS MEETING
2715077861false$0$0
SOUTHAMPTON MONTHLY MEETING
7316467861Yes (true)$0$0
SOUTHEASTERN YEARLY MEETING
5912264631false$0$0
SOUTHEASTERN YEARLY MEETING TRUSTEE
5912264631false$0$0
SOUTHERN APPALACHIAN YEARLY MEETING AND ASSOCIATION
6111230961false$0$0
SPRING FRIENDS MEETING
5613947041false$0$0
SPRINGFIELD MONTHLY MEETING
2362693901Yes (true)$0$0
ST PETERSBURG MONTHLY MEETING
5912264631false$0$0
STAPELEY IN GERMANTOWN
23214515210false$0$0
STATE COLLEGE FRIENDS SCHOOL
2513839062false$2,907$0
STATE COLLEGE MONTHLY MEETING
7316467861Yes (true)$0$0
STEVENS POINT MONTHLY MEETING
8210391031false$0$0
STILLWATER FRIENDS MEETING
8106134481false$0$0
STRATFORD FRIENDS SCHOOL
2319998282false$4,843$0
STRAWBERRY CREEK MONTHLY MEETING
9424640371false$0$0
SWANNANOA VALLEY FRIENDS MEETING
5619708281false$0$0
SWARTHMORE MONTHLY MEETING
7316467861Yes (true)$0$0
TAGHKANIC HUDSON MONTHLY MEETING
9007801651false$0$0
TAKOMA PARK PREPARATIVE MEETING
5260447501false$0$0
TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE
2670639142false$0$0
TEMPE FRIENDS MONTHLY MEETING
8606340341false$4,000$0
THE FIDUCIARY TRUSTEES OF OHIO YEAR
3160434521false$0$0
THE HICKMAN
2313521447false$0$0
THE MIQUON SCHOOL
2314056032false$0$0
THIRD HAVEN MONTHLY MEETING
5206899181Yes (true)$0$0
THIRD HAVEN MONTHLY MEETING TRUSTEE
2313521461Yes (true)$0$0
THIRD HAVEN SCHOLARSHIP COMMITTEE
5206899181Yes (true)$0$0
TRACT ASSOCIATION OF FRIENDS
23151132810false$0$0
TRENTON MONTHLY MEETING
2106947451Yes (true)$0$0
TWIN CITIES FRIENDS MEETING
4113343201false$0$0
TWIN ROCKS FRIENDS CONFERENCE ASSOCIATION
93051756210false$0$0
UNITY MONTHLY MEETING
7316467861Yes (true)$0$0
UPPER DUBLIN GRAVEYARD
2313396761Yes (true)$0$0
UPPER DUBLIN MONTHLY MEETING
2313396761Yes (true)$0$0
URBANA-CHAMPAIGN FRIENDS MEETING
3760504881false$0$0
UWCHLAN MONTHLY MEETING
7316467861Yes (true)$0$0
VALLEY MONTHLY MEETING
2326111751Yes (true)$0$0
VIRGINIA BEACH FRIENDS MEETING
5411097401false$0$0
WEARE MONTHLY MEETING
6116091901false$0$0
WELLESLEY MONTHLY MEETING
2224836251false$0$0
WEST CHESTER FRIENDS SCHOOL
2316903472false$2,907$0
WEST CHESTER MONTHLY MEETING
7316467861Yes (true)$0$0
WEST GROVE AREA DAYCARE CENTER
2321037452false$0$0
WEST GROVE MONTHLY MEETING
7316467861Yes (true)$0$0
WEST RICHMOND FRIENDS MEETING
3510572271false$0$0
WESTBURY MONTHLY MEETING
1117459991false$0$0
WESTERN QUARTERLY MEETING
2319426261false$0$0
WESTFIELD FRIENDS SCHOOL
2009947022false$4,843$0
WESTFIELD MONTHLY MEETING
2106381621Yes (true)$0$0
WESTTOWN MONTHLY MEETING
7316467861Yes (true)$0$0
WESTTOWN SCHOOL
2313526902false$0$0
WHITTIER MONTHLY MEETING
2515599901false$0$0
WICOMICO RIVER FRIENDS MEETING
2033407441Yes (true)$0$0
WILLISTOWN MONTHLY MEETING TRUSTEES
2326238531Yes (true)$0$0
WILMINGTON MONTHLY MEETING TRUSTEES
5100800621Yes (true)$0$0
WILTON MONTHLY MEETING QUAKERS
2600586071false$0$0
WINSTON SALEM FRIENDS MEETING
5606039191false$0$0
WOODBURY MONTHLY MEETING
7316467861Yes (true)$0$0
WOODSTOWN MONTHLY MEETING
7316467861Yes (true)$0$0
WOOSTER MONTHLY MEETING
3415674951false$0$0
WRIGHTSTOWN MONTHLY MEETING
2313704351Yes (true)$0$0
XENIA FRIENDS MEETING
3110079841false$0$0
YARDLEY MONTHLY MEETING
7316467861Yes (true)$0$0
YORK MONTHLY MEETING
2322715381false$0$0
YOUNG FRIENDS AID ASSOCIATION
1360177551false$0$0
ATLANTA FRIENDS MEETING
5808401981false$0$0
FRIENDS VILLAGE RESIDENTS ASSOCIATION
8736854203false$0$0
FRIENDS SCHOOL OF WILMINGTON INC
5619084532false$0$0
JAMESTOWN FRIENDS MEETING
3160554871false$0$0
MEDFORD LEAS
2106334103false$0$0
MISSOULA FRIENDS MEETING
8104615091false$0$0
OHIO VALLEY YEARLY MEETING
3515466891false$0$0
PAUL CUFFEE ABOLITIONIST CENTER
84504506210false$0$0
QUAKER EARTHCARE WITNESS
38296208010false$0$0
SOUTHERN CALIFORNIA QUARTERLY MEETING OF THE RELIGIOUS SOCIE
3306292111false$0$0
ADELPHI FRIENDS MEETING
5260447501false$750$0
DELAWARE VALLEY FRIENDS SCHOOL
2324167372false$0$0
AMAWALK MONTHLY MEETING
1339915421false$0$0
STATE COLLEGE FRIENDS SCHOOL
2513839062false$0$0
THE ELIZABETH T PATTERSON BERTRAND 2025 CHARITABLE REMAINDE
33692351810false$0$0
WILMINGTON YEARLY MEETING FIDUCIARY CORPORATION
3160464691false$0$0
JAMESTOWN FRIENDS MEETING (NC)
8218497981false$0$0
WORCESTER PLEASANT STREET FRIENDS MEETING
8533104781false$0$0
TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE
2670639142false$0$0
MOUNTAIN VIEW FRIENDS MEETING
3035171261false$0$0
RELIGIOUS SOCIETY OF FRIENDS OF SYRACUSE INC
1614480361false$0$0
ROLLING RIDGE CONSERVANCY
52104746210false$0$0
ARCH STREET MEETINGHOUSE PERSERVATION TRUST
73164678610false$40,000$0
FieldValueIRS element (for citing)
Supported Organizations Total419SupportedOrganizationsTotalCnt
Support Sum$409,782SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (true)OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (true)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (true)ActivitiesEngagedOrgInvlmntInd
Direct PoliciesfalseDirectPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held13DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$451,903DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$619,849DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,964,940DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,302,078BeginningYearBalanceAmt
Contributions$749,438ContributionsAmt
Investment Earnings Or Losses$2,486,950InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,074,444GrantsOrScholarshipsAmt
End Year Balance$19,464,022EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,337,652BeginningYearBalanceAmt
Contributions$596,453ContributionsAmt
Investment Earnings Or Losses$1,596,557InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,228,584GrantsOrScholarshipsAmt
End Year Balance$17,302,078EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,425,933BeginningYearBalanceAmt
Contributions$739,552ContributionsAmt
Investment Earnings Or Losses$2,135,696InvestmentEarningsOrLossesAmt
Grants Or Scholarships$963,529GrantsOrScholarshipsAmt
End Year Balance$16,337,652EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,307,733BeginningYearBalanceAmt
Contributions$119,324ContributionsAmt
Investment Earnings Or Losses-$3,238,789InvestmentEarningsOrLossesAmt
Grants Or Scholarships$762,335GrantsOrScholarshipsAmt
End Year Balance$14,425,933EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,063,904BeginningYearBalanceAmt
Contributions$72,683ContributionsAmt
Investment Earnings Or Losses$2,396,148InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,225,002GrantsOrScholarshipsAmt
End Year Balance$18,307,733EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.10850BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.89150PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,416OtherCostOrOtherBasisAmt
Depreciation$10,742DepreciationAmt
Book Value$1,674BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,313OtherCostOrOtherBasisAmt
Depreciation$70,145DepreciationAmt
Book Value$8,168BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$9,842TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ASSETS HELD FOR THE BENEFIT OF$803,202,614
OPERATING LEASE LIABILITY$108,582
FieldValueIRS element (for citing)
Total Liability$803,311,196TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,944,413TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,619,472NetUnrealizedGainsInvstAmt
Other Revenue$58,473OtherRevenueAmt
Revenue Not Reported$1,677,945RevenueNotReportedAmt
Revenue Subtotal$7,266,468RevenueSubtotalAmt
Total Revenue Per Form990$7,266,468TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,830,548TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,830,548ExpensesSubtotalAmt
Total Expenses Per Form990$6,830,548TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North America00InvestmentsInvestment Management$316,372
Europe (Including Iceland and Greenland)00InvestmentsInvestment Management$85,566
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$401,938SubtotalSpentAmt
Total Spent$401,938TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationOrganization does not give grants outside the US.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (46 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Friends Council on Education
1507 Cherry StPhiladelphiaPA19102231352147501(C)(3)$77,467Quaker Tuition Aid
Cheyney University
1837 University CirCheyneyPA19319237148064501(C)(3)$60,000Tuition Aid
Filmmakers Collaborative
145 9th StSan FranciscoCA94103943059140501(C)(3)$50,000Glen Park FilmsSte 101
339 Manumissions & Beyond Project
143 Logan AveGlensidePA19038331369681501(C)(3)$42,400Unrestricted
Arch Street Meetinghouse Preservation Trust
1515 Cherry StPhiladelphiaPA19102731646786501(C)(3)$40,000Capital Campaign
American Friends Service Committee
1501 Cherry StPhiladelphiaPA19102231352010501(C)(3)$36,530US social service
FCNL Education Fund
701 N 8th StPhiladelphiaPA19123231424024501(C)(3)$28,449Unrestricted
Barclay Friends
700 N Franklin StWest ChesterPA19380232088476501(C)(3)$25,000Goshen memory
Cabrillo Festival of Contemporary Music
147 S River StSanta CruzCA95060946123298501(C)(3)$25,000UnrestrictedSuite 232
The Way Christian Center
1305 University AveBerkeleyCA94702942684376501(C)(3)$25,000Unrestricted
Doctors Without Borders
40 Rector StNew YorkNY10006133433452501(C)(3)$23,456Unrestricted16th Fl
Southern Poverty Law Center
400 Washington AveMontgomeryAL36104630598743501(C)(3)$23,000Unrestricted
Lansdowne Friends Meeting
110 N Lansdowne AveLansdownePA19050231360856501(C)(3)$16,100Tuition Aid
Bank Street College of Education
610 W 112th StNew YorkNY10025135562167501(C)(3)$15,785Tuition Aid
Frankford Friends School
1500 Orthodox StPhiladelphiaPA19124231352634501(C)(3)$15,312Tuition Aid
Friends Publishing Corporation
1501 Cherry StPhiladelphiaPA19102231465406501(C)(3)$15,030Unrestricted
Waging Nonviolence
226 Prospect Park WBrooklynNY11215464615909501(C)(3)$15,000general purposes146
Friends Village (Friends Boarding Home of Bucks Qu
50 S Congress StNewtownPA18940231365330501(C)(3)$14,530general purposes
Friends Home in Kennett
147 W State StOakdalePA19349230604260501(C)(3)$14,530general purposes
Mercy Corps
PO Box 80020PrescottAZ86304911148123501(C)(3)$14,456Unrestricted
Thistle Hills
323 E Lincoln HwyCoatesvillePA19320851655793501(C)(3)$13,617heating assitance
Friends Select School
17th Ben Franklin PkwyPhilaPA19103230604370501(C)(3)$13,428scholarship assistance
Greene Street Friends School
5511 Greene StPhiladelphiaPA19144300923414501(C)(3)$13,376Tuition Aid
Crosswicks Monthly Meeting
PO Box 456ChesterfieldNJ08515222068867501(C)(3)$13,094for "the running
Face to Face
123 E Price StPhiladelphiaPA19144232862064501(C)(3)$12,000Weatherization &
Philadelphia Yearly Meeting
1515 Cherry StPhiladelphiaPA19102731646786501(C)(3)$11,656Provide support
GPASS
4943 N 5th StPhiladelphiaPA19120232216151501(C)(3)$10,000Fuel Assistance
Southwest Community Development
6328 Paschall AvePhiladelphiaPA19142232491247501(C)(3)$10,000Emergency fuel
We Never Say Never
4427 Lancaster AvePhiladelphiaPA19104233273681501(C)(3)$10,000NEC emergency oil
Strawberry Mansion
2829 W Diamond StPhiladelphiaPA19121550900527501(C)(3)$10,000Emergency fuel
Institute for Policy Studies
1303 CT Ave NWWashingtonDC20036520788947501(C)(3)$10,000UnrestrictedSuite 600
United Palestinian Appeal
1330 NH Ave NWWashingtonDC20077112494808501(C)(3)$10,000UnrestrictedSuite 104
Friends of Sabeel North America
PO Box 3192Greenwood VillageCO80155383419440501(C)(3)$10,000Unrestricted
Earlham School of Religion
801 National Road WRichmondIN47374350868073501(C)(3)$10,000New Signage
Phila Corp for Aging-EFC
642 N Broad StreetPhiladelphiaPA19130231905649501(C)(3)$10,000Fuel Assistance
Philly Green Capitol
1400 JFK BlvdPhiladelphiaPA19107862714334501(C)(3)$9,3006 home solarRm 566
New Garden Friends Meeting
801 New Garden RdGreensboroNC27410560860298501(C)(3)$8,826Unrestricted
HPCSI
727 E Phil Ellena StPhiladelphiaPA19119871649846501(C)(3)$7,461Solar Sharing Project
New Kensington CDC
2515 Frankford AvePhiladelphiaPA19125222610536501(C)(3)$7,461NEC emergency oil
Arts Holding Hands and Hearts
110 E State StKennett SquarePA19348462698782501(C)(3)$7,000Step Up Step OutSuite 313
Center in the Park
5818 Germantown AvePhiladelphiaPA19144231919016501(C)(3)$7,000heating assitance
Nonviolent Peaceforce
4000 Albermarle St NYWashingtonDC20016521645787501(C)(3)$6,456UnrestrictedSte 401
Right Sharing of World Resources
PO Box 2102RichmondIN47375311636209501(C)(3)$6,250Unrestricted
Sojourner House - Women Against Abuse
100 S Broad StPhiladelphiaPA19102231984838501(C)(3)$6,000Fuel AssistanceSuite 1341
Fellowship of Reconciliation
PO Box 271NyackNY10960030464617501(C)(3)$6,000Musicians w/o Borders
San Francisco Friends Meeting
65 9th StSan FranciscoCA94103941630588501(C)(3)$5,500Unrestricted
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFFC 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ETHAN BIRCHARD
EXECUTIVE DIRECTOR$282,923$0$40,000$0$0$0$11,880$0$10,512$0$345,315$0$0$0
SANDY QUINN
CONTROLLER$161,825$0$0$0$0$0$9,949$0$22,583$0$194,357$0$0$0
RICHARD KENT
CHIEF INVESTMENT OFFICER$197,967$0$0$0$0$0$11,868$0$229$0$210,064$0$0$0
ESTON GRIFFIN
DIR OF BUS DEV & CONSTIUENT RE$189,874$0$0$0$0$0$11,629$0$1,718$0$203,221$0$0$0

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$321,076NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN B:FormAndLineReferenceDesc
ExplanationTHE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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