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FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-27
IRS object ID
202401799349300015
Schema version
2023v5.1
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)
Return2024-06-27T07:23:37-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET SUITE 300AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231968136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS FIDUCIARY CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone2152417272PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonETHAN BIRCHARDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2152417272PhoneNum
Signature2024-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstETHANPersonFirstNm
Person LastBIRCHARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN PAGEPreparerPersonNm
PTINP02402981PTIN
Phone2155677770PhoneNum
Preparation2024-06-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerETHAN BIRCHARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11700 MARKET STREET 1535AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,795,934GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRIENDSFIDUCIARY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$123,457PYContributionsGrantsAmt
CY Contributions Grants$749,574CYContributionsGrantsAmt
PY Program Service Revenue$4,515,480PYProgramServiceRevenueAmt
CY Program Service Revenue$4,655,178CYProgramServiceRevenueAmt
PY Investment Income$698,765PYInvestmentIncomeAmt
CY Investment Income$929,168CYInvestmentIncomeAmt
PY Other Revenue$86,267PYOtherRevenueAmt
CY Other Revenue$37,437CYOtherRevenueAmt
PY Total Revenue$5,423,969PYTotalRevenueAmt
CY Total Revenue$6,371,357CYTotalRevenueAmt
PY Grants And Similar Paid$762,335PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$943,386CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,385,011PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,447,293CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,267,030PYOtherExpensesAmt
CY Other Expenses$3,366,185CYOtherExpensesAmt
PY Total Expenses$5,414,376PYTotalExpensesAmt
CY Total Expenses$5,756,864CYTotalExpensesAmt
PY Revenues Less Expenses$9,593PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$614,493CYRevenuesLessExpensesAmt
Total Assets BOY$617,125,539TotalAssetsBOYAmt
Total Assets EOY$693,159,751TotalAssetsEOYAmt
Total Liabilities BOY$600,251,801TotalLiabilitiesBOYAmt
Total Liabilities EOY$674,109,384TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,873,738NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,050,367NetAssetsOrFundBalancesEOYAmt
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 SOCIALLY RESPONSIBLE INVESTMENT MANAGEMENT, FIDUCIARY AND CHARITABLE GIVING SERVICES FOR TAX-EXEMPT QUAKER ORGANIZATIONS. INVESTMENTS ARE MADE ACCORDING TO OUR SOCIALLY RESPONSIBLE INVESTMENT CRITERIA, GUIDED BY FRIENDS TESTIMONIES AND VALUES. AS A NON-PROFIT, WE SEEK SIMPLY TO COVER OUR OWN COSTS AND WORK TO INCORPORATE ECONOMIES OF SCALE AND SOUND BUSINESS PRINCIPLES IN ALL OUR OPERATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,629,896ExpenseAmt
Revenue$4,170,868RevenueAmt
DescINVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 460 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$1,285,374ExpenseAmt
Grant$943,386GrantAmt
Revenue$209,978RevenueAmt
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 2023, OVER 150 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$421,641ExpenseAmt
Revenue$274,332RevenueAmt
DescPLANNED GIVING:FRIENDS FIDUCIARY CORPORATION PROVIDES PLANNED GIVING ADMINISTRATIVE SERVICES. FRIENDS FIDUCIARY CORPORATION HAS ISSUED 500 CHARITABLE GIFT ANNUITIES TO BENEFIT THE WORK OF QUAKER ORGANIZATIONS WITHIN THE RELIGIOUS SOCIETY OF FRIENDS AND THE CONCERNS OF ITS MEMBERS. IN 2023, GIFTS TOTALING APPROXIMATELY $710,000 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$5,336,911TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
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 FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
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 FldNVStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
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 FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2152417272PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BENNETT LOMAX
CHAIRPERSON10.00Yes (X)Yes (X)$0$0$0
WILLIAM SCHMIDT
CHAIRPERSON (UNTIL JUNE 2023)10.00Yes (X)Yes (X)$0$0$0
STANLEY PELLI
VICE CHAIR6.00Yes (X)Yes (X)$0$0$0
CHRISTIE DUNCAN-TESSMER
VICE CHAIR6.00Yes (X)Yes (X)$0$0$0
JOAN COUNTRYMAN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
BRUCE BEATON
TREASURER2.00Yes (X)Yes (X)$0$0$0
KEN ALDRIDGE
DIRECTOR2.00Yes (X)$0$0$0
CARL BUTLER
DIRECTOR (FROM SEPT. 2023)2.00Yes (X)$0$0$0
GINNY CHRISTENSEN
DIRECTOR2.00Yes (X)$0$0$0
DOUG COSTA
DIRECTOR2.00Yes (X)$0$0$0
ROBERT HAYDEN JR
DIRECTOR2.00Yes (X)$0$0$0
JOHN HELDING
DIRECTOR (FROM SEPT. 2023)2.00Yes (X)$0$0$0
BETH HENRICKS
DIRECTOR2.00Yes (X)$0$0$0
DANIEL ISAACS
DIRECTOR2.00Yes (X)$0$0$0
TAKASHI MORIUCHI
DIRECTOR2.00Yes (X)$0$0$0
MARK MYERS
DIRECTOR2.00Yes (X)$0$0$0
TERRY NANCE
DIRECTOR2.00Yes (X)$0$0$0
NORVAL D REECE
DIRECTOR2.00Yes (X)$0$0$0
CHRISTINA REPOLEY
DIRECTOR2.00Yes (X)$0$0$0
ELIZABETH WIDDICOMB
DIRECTOR (FROM SEPT. 2023)2.00Yes (X)$0$0$0
TOMMY WRENN
DIRECTOR2.00Yes (X)$0$0$0
TOM WRIGHT
DIRECTOR2.00Yes (X)$0$0$0
JEFFERY W PERKINS
EXECUTIVE DIRECTOR40.00Yes (X)$271,717$0$26,447
SANDY QUINN
CONTROLLER40.00Yes (X)$148,078$0$20,262
RICHARD KENT
CHIEF INVESTMENT OFFICER40.00$183,241$0$11,733Yes (X)
ESTON GRIFFIN
DIRECTOR OF BUSINESS DEVELOPMENT & CONSTITUENT REL40.00$173,051$0$11,998Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$776,087TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$70,440TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BOSTON COMMON ASSET MANAGEMENT LLC
200 STATE STREET 7TH FLOORBOSTONMA02109INVESTMENT MANAGEMENT$371,279
CHEETAH INC
115 S WALNU STREETMUNCIEIN47305BACK OFFICE ACCOUNTING$259,389
BOSTON TRUST & INVESTMENT MANAGEMENT CO
ONE BEACON STREETBOSTONMA02108INVESTMENT MANAGEMENT$242,751
KAYNE ANDERSON RUDNICK INV MGMT LLC
1800 AVENUE OF THE STARS SUITE 200LOS ANGELESCA90067INVESTMENT MANAGEMENT$215,859
US BANK
PO BOX 70870ST PAULMN55170CUSTODIAL SERVICES$188,043
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
All Other Contributions$749,574AllOtherContributionsAmt
Noncash Contributions$174,106NoncashContributionsAmt
Total Contributions$749,574TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEES FOR MANAGED FUNDSDesc
Business523940BusinessCd
Total Revenue Column$4,655,178TotalRevenueColumnAmt
Related Or Exempt Func Income$4,655,178RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,655,178TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$721,204TotalRevenueColumnAmt
Exclusion$721,204ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$632,541SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$424,577SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$207,964SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$207,964TotalRevenueColumnAmt
Exclusion$207,964ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$37,437TotalRevenueColumnAmt
Exclusion$37,437ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$37,437OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,371,357TotalRevenueColumnAmt
Related Or Exempt Func Income$4,655,178RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$966,605ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$943,386TotalAmt
Program Services$943,386ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$498,673TotalAmt
Program Services$448,805ProgramServicesAmt
Management And General$49,868ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$781,582TotalAmt
Program Services$703,424ProgramServicesAmt
Management And General$78,158ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$43,372TotalAmt
Program Services$39,035ProgramServicesAmt
Management And General$4,337ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$40,209TotalAmt
Program Services$36,188ProgramServicesAmt
Management And General$4,021ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$83,457TotalAmt
Program Services$75,112ProgramServicesAmt
Management And General$8,345ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,184TotalAmt
Program Services$3,025ProgramServicesAmt
Management And General$159ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,298,306TotalAmt
Program Services$2,298,306ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$195,887TotalAmt
Program Services$41,102ProgramServicesAmt
Management And General$154,785ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,339TotalAmt
Program Services$6,671ProgramServicesAmt
Management And General$1,668ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$372,610TotalAmt
Program Services$356,615ProgramServicesAmt
Management And General$15,995ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$52,525TotalAmt
Program Services$48,245ProgramServicesAmt
Management And General$4,280ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$104,456TotalAmt
Program Services$83,868ProgramServicesAmt
Management And General$20,588ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,243TotalAmt
Program Services$22,900ProgramServicesAmt
Management And General$5,343ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,648TotalAmt
Program Services$8,580ProgramServicesAmt
Management And General$68ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,054TotalAmt
Program Services$9,643ProgramServicesAmt
Management And General$2,411ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$112,684TotalAmt
Program Services$90,147ProgramServicesAmt
Management And General$22,537ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Total$169,249TotalAmt
Program Services$121,859ProgramServicesAmt
Management And General$47,390ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,756,864TotalAmt
Program Services$5,336,911ProgramServicesAmt
Management And General$419,953ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$248,047BOYAmt
EOY$723,308EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,535,238BOYAmt
EOY$16,617,194EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$142,138BOYAmt
EOY$149,101EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,792BOYAmt
EOY$34,323EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$90,729LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$59,176LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$43,606BOYAmt
EOY$31,553EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$598,152,010BOYAmt
EOY$674,710,061EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$469,708BOYAmt
EOY$394,211EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$617,125,539BOYAmt
EOY$693,159,751EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,822,700BOYAmt
EOY$1,970,549EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$598,429,101BOYAmt
EOY$672,138,835EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$600,251,801BOYAmt
EOY$674,109,384EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,949,245BOYAmt
EOY$4,163,705EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,924,493BOYAmt
EOY$14,886,662EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,873,738BOYAmt
EOY$19,050,367EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$617,125,539BOYAmt
EOY$693,159,751EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$614,493ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,522,783NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$39,353OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations400SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (400 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
15TH STREET MONTHLY MEETING
51014186510$0$0
2ND STREET COMMUNITY CHURCH
91182637510$0$0
57TH STREET MONTHLY MEETING
36218200810$0$0
ALBANY FRIENDS MEETING
14602506610$0$0
ALBUQUERQUE MONTHLY MEETING
85600971110$0$0
ALFRED COPE BOOK TRUST
236732406100$0$0
ALTERNATIVES TO VIOLENCE PROJECT USA INC
52183832810$0$0
ALTERNATIVES TO VIOLENCE PROJECT I
13301470670$0$0
AMERICAN FRIENDS SERVICE COMMITTEE
23135201010$14,000$0
ANN ARBOR FRIENDS MEETING
38250896510$0$0
ANNA T JEANES FOUNDATION
232203406100$0$0
ANNAPOLIS FRIENDS MEETING
52116831910$0$0
ARLEY JOHNSON MEMORIAL FUND
231968136100$0$0
ARNEYS MOUNT PREPARATIVE MEETING
2223062431Yes (1)$0$0
ARTHUR MORGAN SCHOOL INC
56225710020$0$0
ATLANTIC CITY AREA MONTHLY MEETING
2233611701Yes (1)$0$0
BALTIMORE YEARLY MEETING
52085630910$0$0
BARCLAY FRIENDS
23208847630$0$0
BARNEGAT MONTHLY MEETING
7316467861Yes (1)$0$0
BATON ROUGE FRIENDS MEETING
72122575010$0$0
BELLINGHAM MONTHLY MEETING
91198337110$0$0
BEN LOMOND QUAKER CENTER
942831137100$1,780$0
BERKELEY FOOD PANTRY
946003752100$0$0
BERKELEY SOCIETY OF FRIENDS
94610514110$0$0
BETHESDA FRIENDS MEETING
52200394710$0$0
BIBLE ASSOCIATION OF FRIENDS IN AME
23626489020$0$0
BIRMINGHAM MONTHLY MEETING
7316467861Yes (1)$0$0
BLACKBURN FAMILY ASSOCIATION INC
382617237100$0$0
BLACKSBURG FRIENDS MEETING
52085630910$0$0
BLOOMINGTON FRIENDS MEETING
35186349010$0$0
BOISE VALLEY SOCIETY OF FRIENDS
45404004820$0$0
BOLIVIAN QUAKER EDUCATION FUND
11365087920$0$0
BOULDER FRIENDS MEETING
84605299710$0$0
BRADFORD MONTHLY MEETING
7316467861Yes (1)$0$0
BRIDGE CITY FRIENDS MEETING
20260879210$0$0
BRISTOL MONTHLY MEETING
73164678610$0$0
BROADMEAD RESIDENTS ASSOCIATION
52125528130$0$0
BUCKINGHAM MONTHLY MEETING
7316467861Yes (1)$1,684$0
BUCKS QTRLY MTG BOARDING HOME
23136533070$0$0
BUCKS QUARTERLY MEETING
2372012221Yes (1)$0$0
BURLINGTON MONTHLY MEETING
22218558310$0$0
BURLINGTON QUARTERLY MEETING
2221855831Yes (1)$0$0
BUTTERNUTS MONTHLY MEETING
13567942410$0$0
BYBERRY MONTHLY MEETING
7316467861Yes (1)$0$0
CAMDEN FRIENDS MEETING
5160156981Yes (1)$0$0
CAMP DARK WATERS
223748083100$0$0
CAMP DARK WATERS CAMPERSHIP TRUST
223748083100$0$0
CAMP DARK WATERS STIF
223748083100$0$0
CANNON VALLEY FRIENDS MEETING
45250500710$0$0
CEDAR GROVE FRIENDS MEETING
46394308710$0$0
CENTRAL PHILADELPHIA MONTHLY MEETING
2326263981Yes (1)$0$0
CENTRE MONTHLY MEETING
5103707891Yes (1)$0$0
CHANDLER HALL AUXILIARY
23236512470$0$0
CHAPEL HILL FRIENDS MEETING
56159917310$0$0
CHAPPAQUA MONTHLY MEETING
13264721710$0$0
CHARLESTON MONTHLY MEETING
55075171610$0$0
CHATHAM-SUMMIT MONTHLY MEETING
22359494110$0$0
CHESTER MONTHLY MEETING
7316467861Yes (1)$0$0
CHESTER RIVER MONTHLY MEETING
5210957841Yes (1)$0$0
CHESTNUT HILL MONTHLY MEETING
7316467861Yes (1)$0$0
CHICO FRIENDS MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS
94154524910$0$0
CINCINNATI MONTHLY MEETING
31604540810$0$0
CLAREMONT MONTHLY MEETING
95290610910$0$0
CLARENCE & LILLY PICKETT ENDOWMENT
421391997100$0$0
CLEARWATER FRIENDS MEETING
51017576010$0$0
CLEVELAND FRIENDS MEETING
34653623910$0$0
COLLEGE PARK FRIENDS EDUCATIONAL ASSOCIATION
94150782320$0$0
COLLINS FRIENDS MEETING
16138355310$0$0
COLORA PREPARATIVE MEETING
0436489111Yes (1)$0$0
COLORADO SPRINGS FRIENDS MEETING
84106992010$0$0
COLUMBIA FRIENDS MEETING
57220491510$0$0
COMMUNITY FINANCIAL & CREDIT COUNSELING SERVICES INC
900588676100$0$0
CONCORD MONTHLY MEETING
7316467861Yes (1)$0$0
CONCORD QUARTERLY MEETING
2327412001Yes (1)$0$0
CORNWALL MONTHLY MEETING
14163705310$0$0
CORVALLIS FRIENDS MEETING
93125958710$0$0
CROPWELL MONTHLY MEETING
7316467861Yes (1)$0$0
CROSSWICKS MONTHLY MEETING
7316467861Yes (1)$12,900$0
DARBY MONTHLY MEETING
7316467861Yes (1)$0$0
DAYTON FRIENDS MEETING
31129223610$0$0
DETRIOT FRIENDS MEETING
84210638320$1,000$0
D'OLIER FOUNDATION
226075471100$0$0
DORCAS SOCIETY
230604370100$0$0
DOVER RANDOLPH MONTHLY MEETING
22308892510$0$0
DOYLESTOWN FRIENDS MEETING
7316467861Yes (1)$0$0
DUNELAND FRIENDS MEETING
35192281210$0$0
DUNNINGS CREEK MONTHLY MEETING
25410962410$0$0
DURHAM FRIENDS MEETING
56139603610$0$0
ELKLAND PREPARATIVE MEETING
7316467861Yes (1)$0$0
ELSIE K POWELL HOUSE
141467967100$0$0
ELVIRA RUTH WILBY FUND
231968136100$0$0
EUGENE FRIENDS MEETING
93602671710$0$0
EXETER MONTHLY MEETING
7316467861Yes (1)$0$0
FALLOWFIELD MONTHLY MEETING
2326998601Yes (1)$0$0
FALLSINGTON MONTHLY MEETING
7316467861Yes (1)$0$0
FARM AND WILDERNESS FOUNDATION INC
030228965100$0$0
FARMINGTON FRIENDS CHURCH
16605121410$0$0
FARMINGTON-SCIPIO REGIONAL MEETING
80041079910$0$0
FCL EDUCATION FUND
94668375020$0$0
FCNL EDUCATION FUND
52125448920$50,000$0
FLAGSTAFF FRIENDS MEETING
76083243010$0$0
FLUSHING MONTHLY MEETING
11264878310$0$0
FORT LAUDERDALE FRIENDS MEETING
59122646310$0$0
FORT MYERS MONTHLY MEETING
65060736110$0$0
FOXDALE VILLAGE
251542218100$0$0
FRANKFORD FRIENDS SCHOOL
23135263420$13,839$0
FRANKFORD MONTHLY MEETING
7316467861Yes (1)$0$0
FREDERICK MONTHLY MEETING
52190136210$0$0
FREDONIA FRIENDS MEETING
23726382710$0$0
FRIENDS ACADEMY OF WESTAMPTON
22351711520$0$0
FRIENDS ASSN CARE & PROTECT CHILD
23138100670$5,000$0
FRIENDS ASSOC FOR HIGHER EDUCATION
581453915100$0$0
FRIENDS ASSOCATION OF SERVICES FOR THE ELDERLY
94248978870$0$0
FRIENDS BULLETIN CORPORATION
93115684370$0$0
FRIENDS CAMP ASSOCIATION OF PENNSYL
236396158100$0$0
FRIENDS CEMETERY ASSOCIATION OF THE TOWN OF LEDYARD NY
80050981470$0$0
FRIENDS CENTRAL SCHOOL
23135263620$0$0
FRIENDS COMMITTEE ON NATIONAL LEGISLATION
530178883100$0$0
FRIENDS COUNCIL ON EDUCATION
231352147100$74,480$0
FRIENDS FELLOWSHIP COMMUNITY INC
351066778100$0$0
FRIENDS FOUNDATION AT WOODSTOWN
222146159100$0$0
FRIENDS GENERAL CONFERENCE
23135214810$0$0
FRIENDS HISTORICAL ASSOCIATION
23629951070$0$0
FRIENDS HOME IN KENNETT
230604260100$0$0
FRIENDS HOMES INC
560754599100$0$0
FRIENDS HOMES INC
56075459970$0$0
FRIENDS MEETING AT CAMBRIDGE
04210424110$0$0
FRIENDS MEETING OF AUSTIN
74158933110$0$0
FRIENDS MEETING OF LOUISVILLE
61101279010$0$0
FRIENDS MEETING OF SAN ANTONIO
74214931610$0$0
FRIENDS MEETING OF WASHINGTON
53020469810$0$0
FRIENDS MEETING SCHOOL INC
52193357520$0$0
FRIENDS NEIGHBORHOOD GUILD
23142402470$31,570$0
FRIENDS OF RAMALLAH FRIENDS MEETING
56259013310$0$0
FRIENDS OF SABEEL NORTH AMERICA
38341944010$0$0
FRIENDS PENSION
23135214610$0$0
FRIENDS PUBLISHING CORPORATION
231465406100$0$0
FRIENDS REHABILITATION PROGRAM
236398764100$0$0
FRIENDS SCHOOL IN DETROIT
38175390020$0$0
FRIENDS SCHOOL MULLICA HILL
22190316620$3,529$0
FRIENDS SCHOOL OF ATLANTA
58191831820$0$0
FRIENDS SCHOOL OF MINNESOTA
36358674120$0$0
FRIENDS SCHOOL OF PORTLAND
20329965520$0$0
FRIENDS SCHOOL OF PORTLAND
20329965520$0$0
FRIENDS SELECT ALUMNI ASSNBARTLET
230604370100$0$0
FRIENDS UNITED MEETING
35087757310$0$0
FRIENDS VILLAGE AT WOODSTOWN
21045584710$0$0
FRIENDS WORLD COMMITTEE FOR CONSULT
23135336220$3,000$0
FRIENDS WORLD COMMITTEE FOR CONSULTATION WORLD OFFICE
98046172020$0$0
FRIENDSVIEW MANOR
930478660100$0$0
FUM ENDOWMENT-RFS GEN SCHOLARSHIPS
35087757310$0$0
GEORGE FOX FRIENDS SCHOOL
23280838920$0$0
GEORGE SCHOOL
33104496820$0$0
GEORGETOWN FRIENDS MEETING
45479771110$0$0
GERMANTOWN FRIENDS SCHOOL
05063001820$0$0
GOOSE CREEK MONTHLY MEETING CEMETER
54604466610$0$0
GOSHEN FRIENDS SCHOOL
23605077220$0$0
GOSHEN MONTHLY MEETING
7316467861Yes (1)$0$0
GREEN STREET FRIENDS SCHOOL
30092341420$0$0
GREEN STREET MONTHLY MEETING
2362599781Yes (1)$0$0
GREEN STREET MONTHLY MEETING TRUSTEE
2362599781Yes (1)$0$0
GREENE STREET FRIENDS SCHOOL
23135264320$11,994$0
GREENWICH FRIENDS MEETING
7316467861Yes (1)$0$0
GUNPOWDER FRIENDS MEETING
52136997910$0$0
HADDONFIELD FRIENDS SCHOOL
35237604620$1,684$0
HADDONFIELD MONTHLY MEETING
7316467861Yes (1)$0$0
HADDONFIELD QUARTERLY MEETING
2235288001Yes (1)$0$0
HARRISBURG MONTHLY MEETING
2226836081Yes (1)$0$0
HAVERFORD MONTHLY MEETING
2313523181Yes (1)$0$0
HAVERFORD QUARTERLY MEETING
2328570621Yes (1)$0$0
HAWAII PEACE & JUSTICE
274603534100$0$0
HEALTHY CHILDREN PROJECT
043201637100$0$0
HERNDON FRIENDS MEETING
54125469110$0$0
HISTORIC FAIR HILL
23272491470$0$0
HOCKESSIN MONTHLY MEETING
5160151391Yes (1)$0$0
HOME RULE GLOBALLY
232777751100$0$0
HOMEWOOD FRIENDS MEETING
52060796210$0$0
HONOLULU FRIENDS MEETING
99010753210$0$0
HOPEWELL CENTRE FRIENDS MEETING
54101209410$0$0
HORSHAM MONTHLY MEETING
7316467861Yes (1)$0$0
HUNTINGDON MONTHLY MEETING
7316467861Yes (1)$0$0
ILLINOIS YEARLY MEETING
36610391410$0$0
INCORP TRUSTEES OF ABINGTON MONTHLY
2313608331Yes (1)$0$0
INCORPORATED TRUSTEES OF ABINGTON Q
2363921231Yes (1)$0$0
INCORPORATED TRUSTEES OF ORLANDO RELIGIOUS SOCIETY OF FRIENDS
51022528210$0$0
INLAND VALLEY MONTHLY MEETING
45276796010$0$0
ITHACA MONTHLY MEETING
56246606710$0$0
JEANES HOSPITAL
23282604530$0$0
JOHN BARNES TRUSTEES INC
23625165210$0$0
JOHN WOOLMAN MEMORIAL ASSOCIATION
21068153670$0$0
KENDAL ON HUDSON RESIDENTS ASSOCIATION
203784683100$0$0
KENNETT MONTHLY MEETING
2360509211Yes (1)$0$0
KENT FRIENDS MEETING
34162541510$0$0
LA JOLLA MM SCHOLARSHIP COMMITTEE
33067700510$0$0
LAKE ERIE YEARLY MEETING
31122539610$0$0
LAKE FOREST FRIENDS MEETING
36284773510$0$0
LANCASTER FRIENDS SCHOOL
85419472520$0$0
LANCASTER MONTHLY MEETING
7316467861Yes (1)$0$0
LANGHORNE COMMUNITY MEMORIAL ASSOCIATION
222453959100$0$0
LANGLEY HILL FRIENDS MEETING
54151686710$0$0
LANSDOWNE FRIENDS SCHOOL
23136085620$3,529$0
LANSDOWNE MONTHLY MEETING
2328019251Yes (1)$15,745$0
LAWRENCE MONTHLY MEETING
05600291410$0$0
LEHIGH VALLEY MONTHLY MEETING
2321228161Yes (1)$0$0
LINDA & GENE FARLEY CENTER FOR PEACE JUSTICE & SUSTAINABILITY
27219545420$0$0
LITTLE EGG HARBOR MEETING
7316467861Yes (1)$0$0
LITTLE RED SCHOOLHOUSE
52198108220$0$0
LIVE OAK FRIENDS MEETING OF HOUSTON INC
23718283910$0$0
LONDON GROVE MONTHLY MEETING
7316467861Yes (1)$0$0
MADISON MONTHLY MEETING
39134803910$0$0
MAKEFIELD YARDLEY
23642477310$0$0
MANASQUAN MONTHLY MEETING
22305329610$0$0
MANHASSET MONTHLY MEETING
11789354110$0$0
MARIN FRIENDS MEETING
52159139810$0$0
MARLBOROUGH MONTHLY MEETING
7316467861Yes (1)$0$0
MARTHA'S VINEYARD FRIENDS MEETING
04273529410$0$0
MEDFORD MONTHLY MEETING
2226836191Yes (1)$0$0
MEDFORD MONTHLY MEETING GRAVEYARD
22268361910$0$0
MEDIA MONTHLY MEETING
7316467861Yes (1)$0$0
MEDIA-PROVIDENCE FRIENDS SCHOOL
23138617720$3,529$0
MEMPHIS FRIENDS MEETING
59122646310$0$0
MENALLEN MONTHLY MEETING
23190740110$0$0
MERCER STREET FRIENDS
210733990100$0$0
MERION MONTHLY MEETING
7316467861Yes (1)$0$0
MIAMI (FL) FRIENDS MEETING
23737295810$0$0
MIAMI FRIENDS MEETING
35154668910$0$0
MICKLETON MONTHLY MEETING
5219810821Yes (1)$0$0
MIDDLETOWN FRIENDS MEETING - NEYM
06121991410$0$0
MIDDLETOWN MONTHLY MEETING - BUCKS
7316467861Yes (1)$0$0
MIDDLETOWN MONTHLY MEETING - CONCOR
7316467861Yes (1)$0$0
MIDDLETOWN PREPARATIVE MEETING
7316467861Yes (1)$0$0
MILL CREEK MONTHLY MEETING
7316467861Yes (1)$0$0
MILLVILLE MONTHLY MEETING
23273356010$0$0
MILWAUKEE MONTHLY MEETING
39155288510$0$0
MOHAWK VALLEY MONTHLY MEETING
27010291010$0$0
MONTCLAIR MONTHLY MEETING
22150858910$0$0
MONTEREY PENINSULA FRIENDS MEETING
77000939910$0$0
MONTHLY MTG OF FRIENDS OF PHILADELP
2329970651Yes (1)$0$0
MONTHLY MTG OF FRIENDS OF PHILA-SCH
2329970651Yes (1)$0$0
MOORESTOWN FRIENDS SCHOOL
21063449720$15,000$0
MOORESTOWN MONTHLY MEETING
2106430231Yes (1)$0$0
MT HOLLY MONTHLY MEETING
7607462991Yes (1)$0$0
MULLICA HILL MONTHLY MEETING
2260497641Yes (1)$0$0
MULTNOMAH MONTHLY MEETING
93081561410$0$0
NEW ASSOCIATION OF FRIENDS
46307103110$0$0
NEW BRUNSWICK MONTHLY MEETING
35248251310$0$0
NEW GARDEN FRIENDS MEETING-NC
56086029810$0$0
NEW GARDEN FRIENDS SCHOOL
56100223620$0$0
NEW GARDEN MONTHLY MEETING
2362611211Yes (1)$8,425$0
NEW HAVEN MONTHLY MEETING
22314857010$0$0
NEW PALTZ FRIENDS MEETING
51014844810$0$0
NEW YORK QUARTERLY MEETING
13562857010$0$0
NEW YORK YEARLY MEETING
13567942410$0$0
NEWTON MONTHLY MEETING
7316467861Yes (1)$0$0
NEWTOWN FRIENDS SCHOOL
23135266620$1,684$0
NEWTOWN MONTHLY MEETING
2372638271Yes (1)$0$0
NEWTOWN SQUARE MONTHLY MEETING
7316467861Yes (1)$0$0
NINE PARTNERS QUARTERLY MEETING
14602673710$0$0
NISEI STUDENT RELOCATION
06102190670$0$0
NONVIOLENT PEACEFORCE
35219701970$5,000$0
NORRISTOWN MONTHLY MEETING
2226836211Yes (1)$0$0
NORTH BRANCH FRIENDS MEETING
23207429610$0$0
NORTH CAROLINA FRIENDS HISTORICAL SOCIETY
56115282770$0$0
NORTH CAROLINA YM (CONSERVATIVE)
56130555610$0$0
NORTH PACIFIC YEARLY MEETING
91108437510$0$0
NORTHERN YEARLY MEETING
41218403710$0$0
NOTTINGHAM MONTHLY MEETING
23208161810$0$0
OAK LANE DAY CARE
232731945100$0$0
OAK PARK FRIENDS MEETING
36664463910$0$0
OLD CALN MEETINGHOUSE
7316467861Yes (1)$0$0
OLD CHATHAM MONTHLY MEETING
03041079510$0$0
OLD HAVERFORD MONTHLY MEETING
2329264881Yes (1)$0$0
OLNEY FRIENDS SCHOOL
34023548020$0$0
ORANGE COUNTY FRIENDS MEETING
30050780510$0$0
ORANGE GROVE MONTHLY MEETING
95208486610$0$0
ORCHARD PARK FRIENDS MEETING
04369969810$0$0
PACIFIC YEARLY MEETING
94154524910$0$0
PACIFIC YEARLY MEETING HOLDING CORP
94164665610$0$0
PALM BEACH MONTHLY MEETING
59122646310$0$0
PALO ALTO FRIENDS MEETING
94610606810$0$0
PENDLE HILL
231352255100$0$0
PENN VALLEY FRIENDS MEETING
73166877510$0$0
PENNSDALE MONTHLY MEETING
7316467861Yes (1)$0$0
PHILADELPHIA BAIL FUND
82136058910$0$0
PHILADELPHIA QUARTERLY MEETING
2316786151Yes (1)$0$0
PHILADELPHIA YEARLY MEETING
7316467861Yes (1)$165,305$0
PHOENIX FRIENDS MONTHLY MEETING
38371191010$0$0
PIMA MONTHLY MEETING
47486671510$0$0
PLUMSTEAD FRIENDS MEETING
7316467861Yes (1)$0$0
PLYMOUTH MEETING FRIENDS SCHOOL
23137050320$1,684$0
PLYMOUTH MONTHLY MEETING TRUSTEES
7316467861Yes (1)$0$0
POPLAR RIDGE FRIENDS MEETING
16134779810$0$0
PORTLAND FRIENDS MEETING
01604398910$0$0
POUGHKEEPSIE MONTHLY MEETING
14602698410$0$0
PRINCETON MONTHLY MEETING
2107384251Yes (1)$0$0
PRISONER VISITATION & SUPPORT
23198507670$0$0
PROMOTING AN ENDURING PEACE INC
26275988010$0$0
PROVIDENCE (RI) MONTHLY MEETING
05601714810$0$0
PROVIDENCE MONTHLY MEETING
2328498631Yes (1)$0$0
PURCHASE MONTHLY MEETING
26339661910$0$0
QUAKER HEIGHTS FOUNDATION LLC
311575048100$0$0
QUAKER HOUSE OF FAYETTEVILLE INC
23708045270$0$0
QUAKER SCHOOL AT HORSHAM
23220007220$0$0
QUAKER UNIVERSALIST FELLOWSHIP
22248221120$0$0
QUAKER VOLUNTARY SERVICE
38385858070$5,000$0
QUAKERTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
RADNOR FRIENDS MEETING
7316467861Yes (1)$0$0
RAHWAY & PLAINFIELD MONTHLY MEETING
22001913410$0$0
RALEIGH FRIENDS MEETING
56217686510$0$0
RANCOCAS FRIENDS SCHOOL
21070380520$0$0
RANCOCAS MONTHLY MEETING
2222186571Yes (1)$0$0
READING MONTHLY MEETING
2362455601Yes (1)$0$0
REUNITED SOCIETY OF BELIEVERS
822386541100$0$0
RICHLAND MONTHLY MEETING
7316467861Yes (1)$0$0
RICHMOND FRIENDS SCHOOL
35126704520$0$0
RIDGEWOOD MONTHLY MEETING
22313459210$0$0
RIGHT SHARING OF WORLD RESOURCES
31163620970$4,300$0
ROCHESTER FRIENDS MEETING
41167550710$0$0
ROCKLAND FRIENDS MEETING
13614484010$0$0
SACRAMENTO MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS
31157576710$0$0
SALEM MONTHLY MEETING
2222866491Yes (1)$0$0
SALEM QUARTERLY MEETING
2160182931Yes (1)$0$0
SAN FRANCISCO FRIENDS MEETING
94163058810$2,500$0
SAN JOSE FRIENDS MEETING
94151313910$0$0
SAN JOSE FRIENDS MEETING
94151313910$0$0
SANDY SPRING MONTHLY MEETING
52110594210$0$0
SANTA BARBARA FRIENDS MEETING
77014841010$0$0
SANTA MONICA MONTHLY MEETING
95397623410$0$0
SARANAC LAKE MONTHLY MEETING
13567942410$0$0
SARASOTA MONTHLY MEETING
59656087710$0$0
SARATOGA MONTHLY MEETING
83048606810$0$0
SCARSDALE MONTHLY MEETING
13622349210$0$0
SCHUYKILL MEETING OF FRIENDS
7316467861Yes (1)$0$0
SOLEBURY FRIENDS MEETING
7316467861Yes (1)$0$0
SOUTH CENTRAL YEARLY MEETING
76009453910$0$0
SOUTH MOUNTAIN FRIENDS MEETING
93116356010$0$0
SOUTH SEATTLE FRIENDS MEETING
27150778610$0$0
SOUTHAMPTON MONTHLY MEETING
7316467861Yes (1)$0$0
SOUTHEASTERN YEARLY MEETING
59122646310$0$0
SOUTHEASTERN YEARLY MEETING TRUSTEE
59122646310$0$0
SOUTHERN APPALACHIAN YEARLY MEETING AND ASSOCIATION
61112309610$0$0
SPRING FRIENDS MEETING
56139470410$0$0
SPRINGFIELD MONTHLY MEETING
2362693901Yes (1)$0$0
ST PETERSBURG MONTHLY MEETING
59122646310$0$0
STAPELEY IN GERMANTOWN
232145152100$0$0
STATE COLLEGE MONTHLY MEETING
7316467861Yes (1)$0$0
STEVENS POINT MONTHLY MEETING
82103910310$0$0
STILLWATER FRIENDS MEETING
81061344810$0$0
STRATFORD FRIENDS SCHOOL
23199982820$3,529$0
STRAWBERRY CREEK MONTHLY MEETING
94246403710$0$0
SWANNANOA VALLEY FRIENDS MEETING
56197082810$0$0
SWARTHMORE MONTHLY MEETING
7316467861Yes (1)$0$0
TAGHKANIC HUDSON MONTHLY MEETING
90078016510$0$0
TAKOMA PARK PREPARATIVE MEETING
52604475010$0$0
TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE
26706391420$0$0
TEMPE FRIENDS MONTHLY MEETING
86063403410$0$0
THE FIDUCIARY TRUSTEES OF OHIO YEAR
31604345210$0$0
THE HICKMAN
23135214470$0$0
THE MIQUON SCHOOL
23140560320$0$0
THIRD HAVEN MONTHLY MEETING
5206899181Yes (1)$0$0
THIRD HAVEN MONTHLY MEETING TRUSTEE
2313521461Yes (1)$0$0
THIRD HAVEN SCHOLARSHIP COMMITTEE
5206899181Yes (1)$0$0
TRACT ASSOCIATION OF FRIENDS
231511328100$0$0
TRENTON MONTHLY MEETING
2106947451Yes (1)$0$0
TWIN CITIES FRIENDS MEETING
41133432010$0$0
TWIN ROCKS FRIENDS CONFERENCE ASSOCIATION
930517562100$0$0
UNITY MONTHLY MEETING
7316467861Yes (1)$0$0
UPPER DUBLIN GRAVEYARD
2313396761Yes (1)$0$0
UPPER DUBLIN MONTHLY MEETING
2313396761Yes (1)$0$0
URBANA-CHAMPAIGN FRIENDS MEETING
37605048810$0$0
UWCHLAN MONTHLY MEETING
7316467861Yes (1)$0$0
VALLEY MONTHLY MEETING
2326111751Yes (1)$0$0
VIRGINIA BEACH FRIENDS MEETING
54110974010$0$0
WEARE MONTHLY MEETING
61160919010$0$0
WELLESLEY MONTHLY MEETING
22248362510$0$0
WEST CHESTER FRIENDS SCHOOL
23169034720$1,684$0
WEST CHESTER MONTHLY MEETING
7316467861Yes (1)$0$0
WEST GROVE AREA DAYCARE CENTER
23210374520$0$0
WEST GROVE MONTHLY MEETING
7316467861Yes (1)$0$0
WEST RICHMOND FRIENDS MEETING
35105722710$0$0
WESTBURY MONTHLY MEETING
11174599910$0$0
WESTERN QUARTERLY MEETING
23194262610$0$0
WESTFIELD FRIENDS SCHOOL
20099470220$3,529$0
WESTFIELD MONTHLY MEETING
2106381621Yes (1)$0$0
WESTTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
WESTTOWN SCHOOL
23135269020$0$0
WHITTIER MONTHLY MEETING
25155999010$0$0
WICOMICO RIVER FRIENDS MEETING
2033407441Yes (1)$0$0
WILLISTOWN MONTHLY MEETING TRUSTEES
2326238531Yes (1)$0$0
WILMINGTON MONTHLY MEETING TRUSTEES
5100800621Yes (1)$0$0
WILTON MONTHLY MEETING QUAKERS
26005860710$0$0
WINSTON SALEM FRIENDS MEETING
56060391910$0$0
WOODBURY MONTHLY MEETING
7316467861Yes (1)$0$0
WOODSTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
WOOSTER MONTHLY MEETING
34156749510$0$0
WRIGHTSTOWN MONTHLY MEETING
2313704351Yes (1)$0$0
XENIA FRIENDS MEETING
31100798410$0$0
YARDLEY MONTHLY MEETING
7316467861Yes (1)$0$0
YORK MONTHLY MEETING
23227153810$0$0
YOUNG FRIENDS AID ASSOCIATION
13601775510$0$0
FieldValueIRS element (for citing)
Supported Organizations Total400SupportedOrganizationsTotalCnt
Support Sum$466,903SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, QUESTION 1THE 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 AND "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 6FRIENDS 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 3MOST 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 2AFRIENDS FIDUCIARY CORPORATION, THE SUPPORTING ORGANIZATION, PROVIDES SOCIALLY RESPONSIBLE 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.
PART IV, SECTION E, QUESTION 2BTHE 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.

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 Held14DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$260,339DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$482,680DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,923,869DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,986,538BeginningYearBalanceAmt
Contributions$566,674ContributionsAmt
Investment Earnings Or Losses$1,943,937InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,433,245GrantsOrScholarshipsAmt
End Year Balance$17,063,904EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,440,411BeginningYearBalanceAmt
Contributions$499,384ContributionsAmt
Investment Earnings Or Losses$2,774,342InvestmentEarningsOrLossesAmt
Grants Or Scholarships$727,599GrantsOrScholarshipsAmt
End Year Balance$15,986,538EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12560BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.87440PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,416OtherCostOrOtherBasisAmt
Depreciation$7,393DepreciationAmt
Book Value$5,023BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$78,313OtherCostOrOtherBasisAmt
Depreciation$51,783DepreciationAmt
Book Value$26,530BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$31,553TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ASSETS HELD FOR BENEFIT OF OTHERS$671,832,696
OPERATING LEASE LIABILITY$306,139
FieldValueIRS element (for citing)
Total Liability$672,138,835TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,933,493TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,522,783NetUnrealizedGainsInvstAmt
Other Revenue$39,353OtherRevenueAmt
Revenue Not Reported$1,562,136RevenueNotReportedAmt
Revenue Subtotal$6,371,357RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,371,357TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,756,864TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,756,864ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,756,864TotalExpensesPerForm990Amt

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 9,631. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 29,722.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (39 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STREETPHILADELPHIAPA19102231352010501(C)(3)$14,000$0UNRESTRICTED (DAF RECOMMENDATION)
ARCH STREET MEETINGHOUSE PRESERVATION TRUST
1515 CHERRY STREETPHILADELPHIAPA19102731646786501(C)(3)$100,000$0A PLACE FOR FRIENDS CAMPAIGN DAF RECOMMENDATION
CABRILLO MUSIC FESTIVAL
147 S RIVER STREET SUITE 232SANTA CRUZCA95060946123298501(C)(3)$18,330$0UNRESTRICTED (DAF RECOMMENDATION)
CHEYNEY UNITVERSITY
1837 UNIVERSITY CIRCLECHEYNEYPA19319237148064501(C)(3)$54,000$0TUITION AID
CROSSWICKS MONTHLY MEETING
PO BOX 456CHESTERFIELDNJ08515222068867501(C)(3)$12,900$0FOR THE RUNNING EXPENSES
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR 16THNEW YORKNY10006133433452501(C)(3)$20,500$0UNRESTRICTED (DAF RECOMMENDATION)FLOOR
FACE TO FACE
123 EAST PRINCE STPHILADELPHIAPA19144232862064501(C)(3)$6,100$0WEATHERIZATION & UTILITY ASST.
FCNL EDUCATION FUND
701 NORTH 8TH STPHILADELPHIAPA19123231424024501(C)(3)$50,000$0PROVIDE FINANCIAL ASSISTANCE
FRANKFORD FRIENDS SCHOOL
1500 ORTHODOX STREETPHILADELPHIAPA19124231352634501(C)(3)$13,839$0TUITION AID
FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN
113 W CHESTNUT STWEST CHESTERPA19380231381006501(C)(3)$12,845$0NIA HOUSE AND UNRESTRICTED
FRIENDS COUNCIL ON EDUCATION
1507 CHERRY STPHILADELPHIAPA19102231352147501(C)(3)$74,480$0QUAKER TUITION AID
FRIENDS NEIGHBORHOOD GUILD
245 SECOND ST NEWASHINGTONDC20002521254489501(C)(3)$31,570$0UNRESTRICTED (DAF RECOMMENDATION)
FRIENDS SELECT SCHOOL
17TH AND BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103230604370501(C)(3)$13,575$0SCHOLARSHIP ASSISTANCE TO THE CHILDREN OF NEEDY WOMEN OF PHILADELPHIA
FUND FOR RECONCILIATION AND DEVELOPMENT
64 JEAN COURTRIVERHEADNY11901232569477501(C)(3)$25,000$0UNRESTRICTED (DAF RECOMMENDATION)
GPASS
4943 N 5TH STPHILADELPHIAPA19120232216151501(C)(3)$8,000$0FUEL ASSISTANCE
GREENE STREET FRIENDS SCHOOL
5511 GREENE STREETPHILADELPHIAPA19144300923414501(C)(3)$11,994$0TUITION AID
HUNTING PARK SOLAR COMMUNITY INTIATIVE
727 E PHIL ELLENA STPHILADELPHIAPA19119871649846501(C)(3)$9,000$0SOLAR SHARING PROJECT
INSTITUTE FOR POLICY STUDIES
1303 CONNNECTICUT AVE NW SUITE 600WASHINGTONDC20036520788947501(C)(3)$10,000$0UNRESTRICTED (DAF RECOMMENDATION)
JEWISH VOICE FOR PEACE
PO BOX 589BERKELEYCA94701900018359501(C)(3)$8,000$0UNRESTRICTED (DAF RECOMMENDATION)
LANSDOWNE FRIENDS SCHOOL
110 N LANSDOWNE AVELANSDOWNEPA19050231360856501(C)(3)$15,745$0SCHOLARSHIPS FOR FINANCIAL AID FOR ACADEMICALLY TALENTED CHILDREN
MERCY NEIGHBORHOOD MINISTRIES
1939 W VENANGOPHILADELPHIAPA19140571144097501(C)(3)$8,000$0UNRESTRICTED (DAF RECOMMENDATION)
MOORESTOWN FRIENDS SCHOOL
110 E MAIN STMOORESTOWNNJ08057210634497501(C)(3)$15,000$0SCHOLARSHIPS
NEW GARDEN FRIENDS MEETING
801 NEW GARDEN ROADGREENSBORONC27410560860298501(C)(3)$8,425$0UNRESTRICTED (DAF RECOMMENDATION)
NEW KENSINGTON CDC
2515 FRANKFORD AVEPHILADELPHIAPA19125222610536501(C)(3)$7,250$0NEC EMERGENCY OIL
PA INNOCENCE PROJECT
1515 MARKET ST SUITE 300PHILADELPHIAPA19102263176893501(C)(3)$6,000$0UNRESTRICTED (DAF RECOMMENDATION)
PHILA CORP FOR AGING-EFC
642 NORTH BROAD STREETPHILADELPHIAPA19130231905649501(C)(3)$7,250$0FUEL ASSISTANCE
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148232290505501(C)(3)$10,000$0UNRESTRICTED (DAF RECOMMENDATION)
PHILADELPHIA GREEN CAPITAL CORPORATION
1400 JFK BOULEVARD ROOM 556PHILADELPHIAPA19107862714334501(C)(3)$9,000$0HOME SOLAR CONVERSIONS
PHILADELPHIA YEARLY MEETING
1515 CHERRY STREETPHILADELPHIAPA19102731646786501(C)(3)$65,305$0PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS
PROJECT HOME
1515 FAIRMOUNT AVEPHILADELPHIAPA19130232555950501(C)(3)$8,000$0UNRESTRICTED (DAF RECOMMENDATION)
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104630598743501(C)(3)$11,500$0UNRESTRICTED (DAF RECOMMENDATION)
SOUTHWEST COMMUNITY DEVELOPMENT
6328 PASCHALL AVEPHILADELPHIAPA19142232491247501(C)(3)$8,000$0EMERGENCY FUEL ASSITANCE
THE WAY CHRISTIAN CENTER
1305 UNIVERSITY AVENUEBERKELEYCA94702942684376501(C)(3)$15,000$0UNRESTRICTED (DAF RECOMMENDATION)
WAGING NONVIOLENCE
226 PROSPECT PARK WEST 146BROOKLYNNY11215464615909501(C)(3)$15,000$0UNRESTRICTED (DAF RECOMMENDATION)
WE NEVER SAY NEVER
4427 LANCASTER AVENUEPHILADELPHIAPA19104233273681501(C)(3)$8,050$0NEC EMERGENCY OIL
WEREIGN INC
2152 N 28TH STREET 2ND FLOORPHILADELPHIAPA19121814800671501(C)(3)$7,845$0GENERAL SUPPORT
WESTFIELD FRIENDS SCHOOL
2201 RIVERTON RDRIVERTONNJ08077200994702501(C)(3)$19,995$0SCHOLARSHIPS
WITNESS TO INNOCENCE
1501 CHERRY STPHILADELPHIAPA19102202394229501(C)(3)$6,000$0UNRESTRICTED (DAF RECOMMENDATION)
WOMEN & FAMILIES CENTER
169 COLONY STREETMERIDENCT06451060646994501(C)(3)$20,000$0UNRESTRICTED (DAF RECOMMENDATION)
FieldValueIRS element (for citing)
Total501c3 Org39Total501c3OrgCnt

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 SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

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
JEFFERY W PERKINS
EXECUTIVE DIRECTOR$271,717$0$0$0$0$0$16,050$0$10,397$0$298,164$0$0$0
RICHARD KENT
CHIEF INVESTMENT OFFICER$183,241$0$0$0$0$0$10,996$0$737$0$194,974$0$0$0
ESTON GRIFFIN
DIRECTOR OF BUSINESS DEVELOPMENT & C$173,051$0$0$0$0$0$10,730$0$1,268$0$185,049$0$0$0
SANDY QUINN
CONTROLLER$148,078$0$0$0$0$0$9,051$0$11,211$0$168,340$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$174,106NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BGOVERNING 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 12CMONITORING 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 15PROCESS 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 ALL OTHER STAFF; THE EVALUATIONS AND ANY CHANGES IN COMPENSATION ARE REVIEWED BY THE HUMAN RESOURCES COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ANNUAL AUDIT OF FRIENDS FIDUCIARY CORPORATION'S QUAKER GROWTH AND INCOME FUND AND QUAKER INDEX FUND IS DISTRIBUTED TO CONSTITUENT ORGANIZATIONS INVESTING IN THE FUND 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:CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 9,631. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 29,722.