2024-06-27T07:23:37-05:00 2023-12-31 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2023-01-01 231968136 FRIENDS FIDUCIARY CORPORATION FRIE 2152417272 1700 MARKET STREET 1535 PHILADELPHIA PA 19103 ETHAN BIRCHARD EXECUTIVE DIRECTOR 2152417272 2024-06-27 1 ETHAN BIRCHARD 999009999 0 BRIAN PAGE P02402981 2155677770 2024-06-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ETHAN BIRCHARD 1700 MARKET STREET 1535 PHILADELPHIA PA 19103 6795934 0 X WWW.FRIENDSFIDUCIARY.ORG X 1975 PA SEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION. 21 21 12 22 0 0 123457 749574 4515480 4655178 698765 929168 86267 37437 5423969 6371357 762335 943386 0 0 1385011 1447293 0 0 0 3267030 3366185 5414376 5756864 9593 614493 617125539 693159751 600251801 674109384 16873738 19050367 X WITHIN THE RELIGIOUS SOCIETY OF FRIENDS ARE MANY ORGANIZATIONS REQUIRING FINANCIAL SERVICES TO SUPPORT THEIR WORK. AMONG THESE ORGANIZATIONS ARE FRIENDS MEETINGS, CHURCHES, SCHOOLS, RETIREMENT COMMUNITIES AND OTHER NON-PROFIT FRIENDS GROUPS WHOSE PURPOSE IS TO ADVANCE SOME ASPECT OF THE WORK AND FAITH OF THE RELIGIOUS SOCIETY OF FRIENDS. FRIENDS FIDUCIARY CORPORATION WAS CREATED TO MEET THIS NEED. MORE SPECIFICALLY, THE PURPOSES OF FRIENDS FIDUCIARY CORPORATION ARE TO PROVIDE 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. 0 0 3629896 4170868 INVESTMENT 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. 1285374 943386 209978 GRANTMAKING:FRIENDS FIDUCIARY CORPORATION SERVES AS FIDUCIARY/TRUSTEE FOR OVER 100 FUNDS RECEIVED UNDER WILL OR GIFT AGREEMENT. THESE FUNDS MAY BENEFIT SPECIFIC FRIENDS ORGANIZATIONS OR BE AVAILABLE FOR GRANTS TO FURTHER THE WORK OF FRIENDS. IN 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. 421641 274332 PLANNED GIVING:FRIENDS FIDUCIARY CORPORATION PROVIDES PLANNED GIVING ADMINISTRATIVE SERVICES. 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0 PROVIDENCE (RI) MONTHLY MEETING 056017148 1 0 0 0 PROVIDENCE MONTHLY MEETING 232849863 1 1 0 0 PURCHASE MONTHLY MEETING 263396619 1 0 0 0 QUAKER HEIGHTS FOUNDATION LLC 311575048 10 0 0 0 QUAKER HOUSE OF FAYETTEVILLE INC 237080452 7 0 0 0 QUAKER SCHOOL AT HORSHAM 232200072 2 0 0 0 QUAKER UNIVERSALIST FELLOWSHIP 222482211 2 0 0 0 QUAKER VOLUNTARY SERVICE 383858580 7 0 5000 0 QUAKERTOWN MONTHLY MEETING 731646786 1 1 0 0 RADNOR FRIENDS MEETING 731646786 1 1 0 0 RAHWAY & PLAINFIELD MONTHLY MEETING 220019134 1 0 0 0 RALEIGH FRIENDS MEETING 562176865 1 0 0 0 RANCOCAS FRIENDS SCHOOL 210703805 2 0 0 0 RANCOCAS MONTHLY MEETING 222218657 1 1 0 0 READING MONTHLY MEETING 236245560 1 1 0 0 REUNITED SOCIETY OF BELIEVERS 822386541 10 0 0 0 RICHLAND MONTHLY MEETING 731646786 1 1 0 0 RICHMOND FRIENDS SCHOOL 351267045 2 0 0 0 RIDGEWOOD MONTHLY MEETING 223134592 1 0 0 0 RIGHT SHARING OF WORLD RESOURCES 311636209 7 0 4300 0 ROCHESTER FRIENDS MEETING 411675507 1 0 0 0 ROCKLAND FRIENDS MEETING 136144840 1 0 0 0 SACRAMENTO MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS 311575767 1 0 0 0 SALEM MONTHLY MEETING 222286649 1 1 0 0 SALEM QUARTERLY MEETING 216018293 1 1 0 0 SAN FRANCISCO FRIENDS MEETING 941630588 1 0 2500 0 SAN JOSE FRIENDS MEETING 941513139 1 0 0 0 SAN JOSE FRIENDS MEETING 941513139 1 0 0 0 SANDY SPRING MONTHLY MEETING 521105942 1 0 0 0 SANTA BARBARA FRIENDS MEETING 770148410 1 0 0 0 SANTA MONICA MONTHLY MEETING 953976234 1 0 0 0 SARANAC LAKE MONTHLY MEETING 135679424 1 0 0 0 SARASOTA MONTHLY MEETING 596560877 1 0 0 0 SARATOGA MONTHLY MEETING 830486068 1 0 0 0 SCARSDALE MONTHLY MEETING 136223492 1 0 0 0 SCHUYKILL MEETING OF FRIENDS 731646786 1 1 0 0 SOLEBURY FRIENDS MEETING 731646786 1 1 0 0 SOUTH CENTRAL YEARLY MEETING 760094539 1 0 0 0 SOUTH MOUNTAIN FRIENDS MEETING 931163560 1 0 0 0 SOUTH SEATTLE FRIENDS MEETING 271507786 1 0 0 0 SOUTHAMPTON MONTHLY MEETING 731646786 1 1 0 0 SOUTHEASTERN YEARLY MEETING 591226463 1 0 0 0 SOUTHEASTERN YEARLY MEETING TRUSTEE 591226463 1 0 0 0 SOUTHERN APPALACHIAN YEARLY MEETING AND ASSOCIATION 611123096 1 0 0 0 SPRING FRIENDS MEETING 561394704 1 0 0 0 SPRINGFIELD MONTHLY MEETING 236269390 1 1 0 0 ST PETERSBURG MONTHLY MEETING 591226463 1 0 0 0 STAPELEY IN GERMANTOWN 232145152 10 0 0 0 STATE COLLEGE MONTHLY MEETING 731646786 1 1 0 0 STEVENS POINT MONTHLY MEETING 821039103 1 0 0 0 STILLWATER FRIENDS MEETING 810613448 1 0 0 0 STRATFORD FRIENDS SCHOOL 231999828 2 0 3529 0 STRAWBERRY CREEK MONTHLY MEETING 942464037 1 0 0 0 SWANNANOA VALLEY FRIENDS MEETING 561970828 1 0 0 0 SWARTHMORE MONTHLY MEETING 731646786 1 1 0 0 TAGHKANIC HUDSON MONTHLY MEETING 900780165 1 0 0 0 TAKOMA PARK PREPARATIVE MEETING 526044750 1 0 0 0 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE 267063914 2 0 0 0 TEMPE FRIENDS MONTHLY MEETING 860634034 1 0 0 0 THE FIDUCIARY TRUSTEES OF OHIO YEAR 316043452 1 0 0 0 THE HICKMAN 231352144 7 0 0 0 THE MIQUON SCHOOL 231405603 2 0 0 0 THIRD HAVEN MONTHLY MEETING 520689918 1 1 0 0 THIRD HAVEN MONTHLY MEETING TRUSTEE 231352146 1 1 0 0 THIRD HAVEN SCHOLARSHIP COMMITTEE 520689918 1 1 0 0 TRACT ASSOCIATION OF FRIENDS 231511328 10 0 0 0 TRENTON MONTHLY MEETING 210694745 1 1 0 0 TWIN CITIES FRIENDS MEETING 411334320 1 0 0 0 TWIN ROCKS FRIENDS CONFERENCE ASSOCIATION 930517562 10 0 0 0 UNITY MONTHLY MEETING 731646786 1 1 0 0 UPPER DUBLIN GRAVEYARD 231339676 1 1 0 0 UPPER DUBLIN MONTHLY MEETING 231339676 1 1 0 0 URBANA-CHAMPAIGN FRIENDS MEETING 376050488 1 0 0 0 UWCHLAN MONTHLY MEETING 731646786 1 1 0 0 VALLEY MONTHLY MEETING 232611175 1 1 0 0 VIRGINIA BEACH FRIENDS MEETING 541109740 1 0 0 0 WEARE MONTHLY MEETING 611609190 1 0 0 0 WELLESLEY MONTHLY MEETING 222483625 1 0 0 0 WEST CHESTER FRIENDS SCHOOL 231690347 2 0 1684 0 WEST CHESTER MONTHLY MEETING 731646786 1 1 0 0 WEST GROVE AREA DAYCARE CENTER 232103745 2 0 0 0 WEST GROVE MONTHLY MEETING 731646786 1 1 0 0 WEST RICHMOND FRIENDS MEETING 351057227 1 0 0 0 WESTBURY MONTHLY MEETING 111745999 1 0 0 0 WESTERN QUARTERLY MEETING 231942626 1 0 0 0 WESTFIELD FRIENDS SCHOOL 200994702 2 0 3529 0 WESTFIELD MONTHLY MEETING 210638162 1 1 0 0 WESTTOWN MONTHLY MEETING 731646786 1 1 0 0 WESTTOWN SCHOOL 231352690 2 0 0 0 WHITTIER MONTHLY MEETING 251559990 1 0 0 0 WICOMICO RIVER FRIENDS MEETING 203340744 1 1 0 0 WILLISTOWN MONTHLY MEETING TRUSTEES 232623853 1 1 0 0 WILMINGTON MONTHLY MEETING TRUSTEES 510080062 1 1 0 0 WILTON MONTHLY MEETING QUAKERS 260058607 1 0 0 0 WINSTON SALEM FRIENDS MEETING 560603919 1 0 0 0 WOODBURY MONTHLY MEETING 731646786 1 1 0 0 WOODSTOWN MONTHLY MEETING 731646786 1 1 0 0 WOOSTER MONTHLY MEETING 341567495 1 0 0 0 WRIGHTSTOWN MONTHLY MEETING 231370435 1 1 0 0 XENIA FRIENDS MEETING 311007984 1 0 0 0 YARDLEY MONTHLY MEETING 731646786 1 1 0 0 YORK MONTHLY MEETING 232271538 1 0 0 0 YOUNG FRIENDS AID ASSOCIATION 136017755 1 0 0 0 400 466903 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 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 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 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 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 260339 482680 1923869 1 1 14425933 739552 2135696 963529 16337652 18307733 119324 -3238789 762335 14425933 17063904 72683 2396148 1225002 18307733 15986538 566674 1943937 1433245 17063904 13440411 499384 2774342 727599 15986538 0.12560 0.87440 0 0 12416 7393 5023 78313 51783 26530 31553 ASSETS HELD FOR BENEFIT OF OTHERS 671832696 OPERATING LEASE LIABILITY 306139 672138835 X 7933493 1522783 39353 1562136 6371357 0 6371357 5756864 0 5756864 0 5756864 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. 1 AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY STREET PHILADELPHIA PA 19102 231352010 501(C)(3) 14000 0 UNRESTRICTED (DAF RECOMMENDATION) ARCH STREET MEETINGHOUSE PRESERVATION TRUST 1515 CHERRY STREET PHILADELPHIA PA 19102 731646786 501(C)(3) 100000 0 A PLACE FOR FRIENDS CAMPAIGN DAF RECOMMENDATION CABRILLO MUSIC FESTIVAL 147 S RIVER STREET SUITE 232 SANTA CRUZ CA 95060 946123298 501(C)(3) 18330 0 UNRESTRICTED (DAF RECOMMENDATION) CHEYNEY UNITVERSITY 1837 UNIVERSITY CIRCLE CHEYNEY PA 19319 237148064 501(C)(3) 54000 0 TUITION AID CROSSWICKS MONTHLY MEETING PO BOX 456 CHESTERFIELD NJ 08515 222068867 501(C)(3) 12900 0 FOR THE RUNNING EXPENSES DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR 16TH FLOOR NEW YORK NY 10006 133433452 501(C)(3) 20500 0 UNRESTRICTED (DAF RECOMMENDATION) FACE TO FACE 123 EAST PRINCE ST PHILADELPHIA PA 19144 232862064 501(C)(3) 6100 0 WEATHERIZATION & UTILITY ASST. FCNL EDUCATION FUND 701 NORTH 8TH ST PHILADELPHIA PA 19123 231424024 501(C)(3) 50000 0 PROVIDE FINANCIAL ASSISTANCE FRANKFORD FRIENDS SCHOOL 1500 ORTHODOX STREET PHILADELPHIA PA 19124 231352634 501(C)(3) 13839 0 TUITION AID FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN 113 W CHESTNUT ST WEST CHESTER PA 19380 231381006 501(C)(3) 12845 0 NIA HOUSE AND UNRESTRICTED FRIENDS COUNCIL ON EDUCATION 1507 CHERRY ST PHILADELPHIA PA 19102 231352147 501(C)(3) 74480 0 QUAKER TUITION AID FRIENDS NEIGHBORHOOD GUILD 245 SECOND ST NE WASHINGTON DC 20002 521254489 501(C)(3) 31570 0 UNRESTRICTED (DAF RECOMMENDATION) FRIENDS SELECT SCHOOL 17TH AND BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 230604370 501(C)(3) 13575 0 SCHOLARSHIP ASSISTANCE TO THE CHILDREN OF NEEDY WOMEN OF PHILADELPHIA FUND FOR RECONCILIATION AND DEVELOPMENT 64 JEAN COURT RIVERHEAD NY 11901 232569477 501(C)(3) 25000 0 UNRESTRICTED (DAF RECOMMENDATION) GPASS 4943 N 5TH ST PHILADELPHIA PA 19120 232216151 501(C)(3) 8000 0 FUEL ASSISTANCE GREENE STREET FRIENDS SCHOOL 5511 GREENE STREET PHILADELPHIA PA 19144 300923414 501(C)(3) 11994 0 TUITION AID HUNTING PARK SOLAR COMMUNITY INTIATIVE 727 E PHIL ELLENA ST PHILADELPHIA PA 19119 871649846 501(C)(3) 9000 0 SOLAR SHARING PROJECT INSTITUTE FOR POLICY STUDIES 1303 CONNNECTICUT AVE NW SUITE 600 WASHINGTON DC 20036 520788947 501(C)(3) 10000 0 UNRESTRICTED (DAF RECOMMENDATION) JEWISH VOICE FOR PEACE PO BOX 589 BERKELEY CA 94701 900018359 501(C)(3) 8000 0 UNRESTRICTED (DAF RECOMMENDATION) LANSDOWNE FRIENDS SCHOOL 110 N LANSDOWNE AVE LANSDOWNE PA 19050 231360856 501(C)(3) 15745 0 SCHOLARSHIPS FOR FINANCIAL AID FOR ACADEMICALLY TALENTED CHILDREN MERCY NEIGHBORHOOD MINISTRIES 1939 W VENANGO PHILADELPHIA PA 19140 571144097 501(C)(3) 8000 0 UNRESTRICTED (DAF RECOMMENDATION) MOORESTOWN FRIENDS SCHOOL 110 E MAIN ST MOORESTOWN NJ 08057 210634497 501(C)(3) 15000 0 SCHOLARSHIPS NEW GARDEN FRIENDS MEETING 801 NEW GARDEN ROAD GREENSBORO NC 27410 560860298 501(C)(3) 8425 0 UNRESTRICTED (DAF RECOMMENDATION) NEW KENSINGTON CDC 2515 FRANKFORD AVE PHILADELPHIA PA 19125 222610536 501(C)(3) 7250 0 NEC EMERGENCY OIL PA INNOCENCE PROJECT 1515 MARKET ST SUITE 300 PHILADELPHIA PA 19102 263176893 501(C)(3) 6000 0 UNRESTRICTED (DAF RECOMMENDATION) PHILA CORP FOR AGING-EFC 642 NORTH BROAD STREET PHILADELPHIA PA 19130 231905649 501(C)(3) 7250 0 FUEL ASSISTANCE PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA PA 19148 232290505 501(C)(3) 10000 0 UNRESTRICTED (DAF RECOMMENDATION) PHILADELPHIA GREEN CAPITAL CORPORATION 1400 JFK BOULEVARD ROOM 556 PHILADELPHIA PA 19107 862714334 501(C)(3) 9000 0 HOME SOLAR CONVERSIONS PHILADELPHIA YEARLY MEETING 1515 CHERRY STREET PHILADELPHIA PA 19102 731646786 501(C)(3) 65305 0 PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS PROJECT HOME 1515 FAIRMOUNT AVE PHILADELPHIA PA 19130 232555950 501(C)(3) 8000 0 UNRESTRICTED (DAF RECOMMENDATION) SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501(C)(3) 11500 0 UNRESTRICTED (DAF RECOMMENDATION) SOUTHWEST COMMUNITY DEVELOPMENT 6328 PASCHALL AVE PHILADELPHIA PA 19142 232491247 501(C)(3) 8000 0 EMERGENCY FUEL ASSITANCE THE WAY CHRISTIAN CENTER 1305 UNIVERSITY AVENUE BERKELEY CA 94702 942684376 501(C)(3) 15000 0 UNRESTRICTED (DAF RECOMMENDATION) WAGING NONVIOLENCE 226 PROSPECT PARK WEST 146 BROOKLYN NY 11215 464615909 501(C)(3) 15000 0 UNRESTRICTED (DAF RECOMMENDATION) WE NEVER SAY NEVER 4427 LANCASTER AVENUE PHILADELPHIA PA 19104 233273681 501(C)(3) 8050 0 NEC EMERGENCY OIL WEREIGN INC 2152 N 28TH STREET 2ND FLOOR PHILADELPHIA PA 19121 814800671 501(C)(3) 7845 0 GENERAL SUPPORT WESTFIELD FRIENDS SCHOOL 2201 RIVERTON RD RIVERTON NJ 08077 200994702 501(C)(3) 19995 0 SCHOLARSHIPS WITNESS TO INNOCENCE 1501 CHERRY ST PHILADELPHIA PA 19102 202394229 501(C)(3) 6000 0 UNRESTRICTED (DAF RECOMMENDATION) WOMEN & FAMILIES CENTER 169 COLONY STREET MERIDEN CT 06451 060646994 501(C)(3) 20000 0 UNRESTRICTED (DAF RECOMMENDATION) 39 PART I, LINE 2: FFC FUNDS THAT MAKE GRANTS TO ORGANIZATIONS FALL UNDER TWO CATEGORIES. THE FIRST GROUP OF FUNDS MAKE GRANTS TO DESIGNATED ORGANIZATION(S) ON AN ONGOING BASIS. THE DESIGNATED RECIPIENTS OF THOSE GRANTS ARE ASKED TO REPORT ON A PERIODIC BASIS DIRECTLY TO THE CHARITABLE SERVICES COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. OTHER FUNDS USE DISTRIBUTION COMMITTEES TO REVIEW GRANT APPLICATIONS 1-3 TIMES PER YEAR. THESE DISTRIBUTION COMMITTEES REPORT PERIODICALLY TO THE CHARITABLE SERVICES COMMITTEE AND, IN TURN, THE DISTRIBUTION COMMITTEES ASK THAT GRANTEES PROVIDE THE DISTRIBUTION COMMITTEE WITH A REPORT ON THE GRANTEE'S USE OF THE GRANT WITHIN A SPECIFIED TIME PERIOD, NORMALLY A YEAR AFTER THE GRANT IS RECEIVED. X X 0 0 0 0 0 0 0 0 0 JEFFERY W PERKINS EXECUTIVE DIRECTOR 271717 0 0 0 0 0 16050 0 10397 0 298164 0 0 0 RICHARD KENT CHIEF INVESTMENT OFFICER 183241 0 0 0 0 0 10996 0 737 0 194974 0 0 0 ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT & C 173051 0 0 0 0 0 10730 0 1268 0 185049 0 0 0 SANDY QUINN CONTROLLER 148078 0 0 0 0 0 9051 0 11211 0 168340 0 0 0 X 2 174106 FMV 0 0 0 0 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 ALL OTHER STAFF; THE EVALUATIONS AND ANY CHANGES IN COMPENSATION ARE REVIEWED BY THE HUMAN RESOURCES COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC 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.