2022-06-10T10:33:34-05:00 2021-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2021-01-01 231968136 FRIENDS FIDUCIARY CORPORATION FRIE 2152417272 1700 MARKET STREET 1535 PHILADELPHIA PA 19103 JEFFERY W PERKINS EXECUTIVE DIRECTOR 2152417272 2022-06-10 1 JEFFERY PERKINS 999009999 JENNIFER SOLOT P00749373 2155677770 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEFFERY W PERKINS 1700 MARKET STREET 1535 PHILADELPHIA PA 19103 5992977 0 X WWW.FRIENDSFIDUCIARY.ORG X 1975 PA SEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION. 20 20 12 21 0 0 606357 76816 3917254 4484033 666560 817951 52175 65883 5242346 5444683 1433245 1225002 0 0 1150362 1220819 0 0 0 2681681 3176434 5265288 5622255 -22942 -177572 597472622 693443242 577990557 672338339 19482065 21104903 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 3056147 3916076 INVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 450 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. 1921737 1225002 242264 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 2021, 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. 363899 325693 PLANNED 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. 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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 STRATFORD FRIENDS SCHOOL 231999828 2 0 0 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 10 0 0 0 THE MIQUON SCHOOL 231405603 2 0 0 0 THIRD HAVEN MONTHLY MEETING 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 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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 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 1 0 0 YOUNG FRIENDS AID ASSOCIATION 136017755 1 0 0 0 371 396759 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 1, 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 D, QUESTION 3 ALL 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. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10 56437 819000 2604382 1 1 17063904 72683 2396148 1225002 18307733 15986538 566674 1943937 1433245 17063904 13440411 499384 2774342 727599 15986538 13490478 1483807 -908713 625161 13440411 11846922 221358 2030715 608517 13490478 0.15010 0.84990 0 0 12416 4046 8370 78313 31023 47290 55660 ASSETS HELD FOR BENEFIT OF OTHERS 670624292 670624292 X 7245093 1707731 92679 1800410 5444683 0 5444683 5622255 0 5622255 0 5622255 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 9,423. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 83,256. 1 AMERICAN FRIENDS SERVICE COMMITTEE 1501 CHERRY STREET PHILADELPHIA PA 19102 231352010 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) APPLIED BEHAVIORAL REHABILITATION INSTITUTE 655 PARK AVE BLOOMFIELD CT 06004 061520511 501(C)(3) 0 35000 UNRESTRICTED (DAF RECOMMENDATION) CABRILLO MUSIC FESTIVAL 147 S RIVER STREET SUITE 232 SANTA CRUZ CA 95060 946123298 501(C)(3) 0 7500 UNRESTRICTED (DAF RECOMMENDATION) CATHEDRAL SOUP KITCHEN INC 1514 FEDERAL STREET CAMDEN NJ 08105 223114500 501(C)(3) 0 35000 UNRESTRICTED (DAF RECOMMENDATION) CHARLES A MELTON ARTS & EDUCATION CENTER PO BOX 834 WEST CHESTER PA 19380 231381458 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) CHURCH WORLD SERVICE LANCASTER 308 E KING STREET LANCASTER PA 17602 134080201 501(C)(3) 0 10000 AFGAN REFUGEE RESETTLEMENT COMMUNITY SOUP KITCHEN NEW HAVEN 84 BROADWAY NEW HAVEN CT 06511 061071804 501(C)(3) 0 30000 UNRESTRICTED (DAF RECOMMENDATION) CONNECTICUT FOOD BANK 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 0 15000 UNRESTRICTED (DAF RECOMMENDATION) CROSSWICKS MONTHLY MEETING PO BOX 456 BURLINGTON COUNTY NJ 08515 222068867 501(C)(3) 0 39694 FOR THE RUNNING EXPENSES DAWN'S PLACE PO BOX 48253 PHILADELPHIA PA 19144 260196507 501(C)(3) 0 10520 GAS BILLS (3,500) UNRESTRICTED (7,020) DIVERSIFIED COMMUNITY SERVICESDIXON HOUSE 1529 S 22ND STREET PHILADELPHIA PA 19146 231365980 501(C)(3) 0 6500 EMERGENCY HEATING ASSISTANCE PROGRAM DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR 16TH FLOOR NEW YORK CITY NY 10006 133433452 501(C)(3) 0 25000 UNRESTRICTED (DAF RECOMMENDATION) DOWNTOWN EVENING SOUP KITCHEN 311 TEMPLE ST NEW HAVEN CT 06511 222985448 501(C)(3) 0 15000 UNRESTRICTED (DAF RECOMMENDATION) ENERGY COORDINATING AGENCY 106 W CLEARFIELD ST PHILADELPHIA PA 19133 222602113 501(C)(3) 0 7500 ENERGY CONSERVATION WORKSHOPS FCL CALIFORNIA EDUCATION FUND 1225 8TH ST SUITE 220 SACRAMENTO CA 95814 680062639 501(C)(3) 0 30000 UNRESTRICTED (DAF RECOMMENDATION) FCNL EDUCATION FUND 245 SECOND ST NE WASHINGTON DC 20002 521254489 501(C)(3) 0 60000 UNRESTRICTED (DAF RECOMMENDATION) FELLOWSHIP PLACE 441 ELM STREET NEW HAVEN CT 06511 060947027 501(C)(3) 0 20000 UNRESTRICTED (DAF RECOMMENDATION) FILMMAKERS COLLABORATIVE SF 145 NINTH STREET 101 SAN FRANCISCO CA 94103 943059140 501(C)(3) 0 100000 MOVEMENT AND THE MADMAN FILM FRANKFORD FRIENDS SCHOOL 1500 ORTHODOX STREET PHILADELPHIA PA 19124 231352634 501(C)(3) 0 10951 TUITION AID FRIENDS GENERAL CONFERENCE 1216 ARCH ST 2B PHILADELPHIA PA 19107 231352148 501(C)(3) 0 20000 GATHERING TOGETHER CAMPAIGN FRIENDS NEIGHBORHOOD GUILD 701 NORTH 8TH ST PHILADELPHIA PA 19123 231424024 501(C)(3) 0 26435 PROVIDE FINANCIAL ASSISTANCE FRIENDS PEACE TEAMS 1001 PARK AVE ST LOUIS MO 63104 421590796 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) FRIENDS SELECT SCHOOL 17TH AND BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 230604370 501(C)(3) 0 11310 SCHOLARSHIP ASSISTANCE TO THE CHILDREN OF NEEDY WOMEN OF PHILADELPHIA GREATER PHILADELPHIA FILM OFFICE 1515 ARCH STREET 11TH FLOOR PHILADELPHIA PA 19102 233039429 501(C)(3) 0 10000 GEORGE LAKEY DOCUMENTARY GREENE STREET FRIENDS SCHOOL 5511 GREENE STREET PHILADELPHIA PA 19144 300923414 501(C)(3) 0 9065 TUITION AID HISTORIC FAIR HILL 5501 GERMANTOWN AVE PHILADELPHIA PA 19144 232724914 501(C)(3) 0 10000 FOR NEIGHBORHOOD AND SCHOOL PROGRAMS CHEYNEY UNIVERSITY 1837 UNIVERSITY CIRCLE CHEYNEY PA 19319 237148064 501(C)(3) 0 117500 TUITION AID INSTITUTE FOR POLICY STUDIES 1303 CONNNECTICUT AVE NW SUITE 600 WASHINGTON DC 20036 520788947 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) JEWISH VOICE FOR PEACE PO BOX 589 BERKELEY CA 94701 900018359 501(C)(3) 0 8000 UNRESTRICTED (DAF RECOMMENDATION) JUSTICERAIN INC 426 W GAY STREET WEST CHESTER PA 19380 273189914 501(C)(3) 0 7020 FOR HAVILAH HOUSE LANSDOWNE FRIENDS SCHOOL 110 N LANSDOWNE AVE LANSDOWNE PA 19050 231360856 501(C)(3) 0 15736 SCHOLARSHIPS FOR FINANCIAL AID FOR ACADEMICALLY TALENTED CHILDREN MERCY CORPS DEPT W NATL PROCESSING CTR PO BOX 80020 PRESCOTT AZ 86304 911148123 501(C)(3) 0 30000 UNRESTRICTED (DAF RECOMMENDATION) MERCY NEIGHBORHOOD MINISTRIES 1939 W VENANGO PHILADELPHIA PA 19140 571144097 501(C)(3) 0 8000 UNRESTRICTED (DAF RECOMMENDATION) NATIONAL PARK FOUNDATION 1201 EYE STREET NW SUITE 550B WASHINGTON DC 20005 521086761 501(C)(3) 0 7500 UNRESTRICTED (DAF RECOMMENDATION) NEW GARDEN FRIENDS MEETING 801 NEW GARDEN ROAD GREENSBORO NC 27410 560860298 501(C)(3) 0 12815 UNRESTRICTED (DAF RECOMMENDATION) NEW KENSINGTON CDC 2515 FRANKFORD AVE PHILADELPHIA PA 19125 222610536 501(C)(3) 0 5700 NEC EMERGENCY OIL PA INNOCENCE PROJECT 1515 MARKET ST SUITE 300 PHILADELPHIA PA 19102 263176893 501(C)(3) 0 7000 UNRESTRICTED (DAF RECOMMENDATION) PHILA INTERFAITH HOSPITALITY NETWORK 7047 GERMANTOWN AVENUE PHILADELPHIA PA 19119 232633807 501(C)(3) 0 8000 SOLAR INSTALLATION FOR HOMELESS RESOURCE CENTER PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA PA 19148 232290505 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) PHILADELPHIA YEARLY MEETING 1515 CHERRY STREET PHILADELPHIA PA 19102 731646786 501(C)(3) 0 67803 PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS PROJECT HOME 1515 FAIRMOUNT AVE PHILADELPHIA PA 19130 232555950 501(C)(3) 0 8000 UNRESTRICTED (DAF RECOMMENDATION) QUAKER VOLUNTARY SERVICE PO BOX 8240 ATLANTA GA 31106 383858580 501(C)(3) 0 5700 UNRESTRICTED (DAF RECOMMNEDATION) RIGHT SHARING OF WORLD RESOURCES 101 QUAKER HILL DRIVE RICHMOND IN 47374 311636209 501(C)(3) 0 7250 UNRESTRICTED (DAF RECOMMEDATION) SHAKESPEARE PLAY ON 501 UPPER PARK RD SANTA CRUZ CA 95065 464635444 501(C)(3) 0 25000 UNRESTRICTED (DAF RECOMMENDATION) SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 630598743 501(C)(3) 0 40000 UNRESTRICTED (DAF RECOMMENDATION) SOUTHWEST COMMUNITY DEVELOPMENT 6328 PASCHALL AVE PHILADELPHIA PA 19142 232491247 501(C)(3) 0 8000 EMERGENCY FUEL ASSITANCE THE COVE CENTER FOR GRIEVING CHILDREN 250 POMEROY AVE MERIDEN CT 06450 061546563 501(C)(3) 0 15000 UNRESTRICTED (DAF RECOMMENDATION) THE WAY CHRISTIAN CENTER 1305 UNIVERSITY AVENUE BERKELEY CA 94702 942684376 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) UJIMA PEACE CENTER 1701 W LEHIGH ST PHILADELPHIA PA 19132 821735679 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) UNITED PALESTINIAN APPEAL 1330 NEW HAMPSHIRE AVE NW SUITE 104 WASHINGTON DC 20077 112494808 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) WAGING NONVIOLENCE 226 PROSPECT PARK WEST 146 NEW YORK CITY NY 11215 464615909 501(C)(3) 0 16000 UNRESTRICTED (DAF RECOMMENDATION) WE NEVER SAY NEVER 4427 LANCASTER AVENUE PHILADELPHIA PA 19104 233273681 501(C)(3) 0 9000 NEC EMERGENCY OIL WEST CHESTER FOOD CUPBOARD 431 S BOLMAR STREET WEST CHESTER PA 19382 223114500 501(C)(3) 0 10000 UNRESTRICTED (DAF RECOMMENDATION) WESTTOWN SCHOOL 975 WESTTOWN RD WEST CHESTER PA 19382 205073581 501(C)(3) 0 50000 CLASS OF '72 50TH REUNION FOR KAESEMEYER FULL-ACCESS FUND WITNESS TO INNOCENCE 1501 CHERRY ST PHILADELPHIA PA 19102 202394229 501(C)(3) 0 6000 UNRESTRICTED (DAF RECOMMENDATION) WOMEN MAKE MOVIES INC 115 WEST 29TH STREET SUITE 1200 NEW YORK CITY NY 10001 132740460 501(C)(3) 0 6000 "PAPER CITY" FILM 56 0 PART I, LINE 2: FFC FUNDS THAT MAKE GRANTS TO ORGANIZATIONS FALL UNDER TWO CATEGORIES. THE FIRST GROUP OF FUNDS MAKE GRANTS TO DESIGNATED ORGANIZATION(S) ON AN ONGOING BASIS. THE DESIGNATED RECIPIENTS OF THOSE GRANTS ARE ASKED TO REPORT ON A PERIODIC BASIS DIRECTLY TO THE CHARITABLE SERVICES COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. OTHER FUNDS USE DISTRIBUTION COMMITTEES TO REVIEW GRANT APPLICATIONS 1-3 TIMES PER YEAR. THESE DISTRIBUTION COMMITTEES REPORT PERIODICALLY TO THE CHARITABLE SERVICES COMMITTEE AND, IN TURN, THE DISTRIBUTION COMMITTEES ASK THAT GRANTEES PROVIDE THE DISTRIBUTION COMMITTEE WITH A REPORT ON THE GRANTEE'S USE OF THE GRANT WITHIN A SPECIFIED TIME PERIOD, NORMALLY A YEAR AFTER THE GRANT IS RECEIVED. X X 0 0 0 0 0 0 0 0 0 JEFFERY W PERKINS EXECUTIVE DIRECTOR 227683 0 0 0 0 0 13712 0 8571 0 249966 0 0 0 RICHARD KENT CHIEF INVESTMENT OFFICER 168071 0 0 0 0 0 10075 0 737 0 178883 0 0 0 ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT & C 156880 0 0 0 0 0 9745 0 1316 0 167941 0 0 0 X 1 48327 FMV 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS AMONG BOARD MEMBERS CHRISTIE DUNCAN-TESSMER IS GENERAL SECRETARY FOR PHILADELPHIA YEARLY MEETING ("PYM"). PYM IS THE NAMED SUPPORTED ORGANIZATION OF FRIENDS FIDUCIARY CORPORATION. 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 9,423. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 83,256.