FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-06-24
IRS object ID: 202001769349300040
Schema version: 2019v5.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-06-24T12:35:29-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232896692	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BBD LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1835 MARKET STREET 3RD FLOOR	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231968136	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FRIENDS FIDUCIARY CORPORATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FRIE	BusinessNameControlTxt
Phone	2152417272	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1700 MARKET STREET NO 1535	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFERY W PERKINS	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2152417272	PhoneNum
Signature	2020-06-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER SOLOT	PreparerPersonNm
PTIN	P00749373	PTIN
Phone	2155677770	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.203.243.162	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-24	IPDt
IP Tm	13:35:18	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	BD9A5248FD892EED72309E8CBFD61EFE5C549072	AtSubmissionCreationDeviceId
At Submission Filing Device Id	BD9A5248FD892EED72309E8CBFD61EFE5C549072	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-11-06 18:47:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	JEFFERY W PERKINS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1700 MARKET STREET NO 1535	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,984,356	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.FRIENDSFIDUCIARY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1975	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	SEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	8	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,499,923	PYContributionsGrantsAmt
CY Contributions Grants	$499,384	CYContributionsGrantsAmt
PY Program Service Revenue	$3,202,540	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,436,300	CYProgramServiceRevenueAmt
PY Investment Income	$563,919	PYInvestmentIncomeAmt
CY Investment Income	$631,993	CYInvestmentIncomeAmt
PY Other Revenue	$24,145	PYOtherRevenueAmt
CY Other Revenue	$30,292	CYOtherRevenueAmt
PY Total Revenue	$5,290,527	PYTotalRevenueAmt
CY Total Revenue	$4,597,969	CYTotalRevenueAmt
PY Grants And Similar Paid	$568,655	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$727,599	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$981,896	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,037,486	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,346,059	PYOtherExpensesAmt
CY Other Expenses	$2,483,354	CYOtherExpensesAmt
PY Total Expenses	$3,896,610	PYTotalExpensesAmt
CY Total Expenses	$4,248,439	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,393,917	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$349,530	CYRevenuesLessExpensesAmt
Total Assets BOY	$431,029,067	TotalAssetsBOYAmt
Total Assets EOY	$528,552,513	TotalAssetsEOYAmt
Total Liabilities BOY	$416,185,851	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$510,769,802	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,843,216	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,782,711	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,490,279	ExpenseAmt
Revenue	$3,026,486	RevenueAmt
Desc	INVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 410 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

Field	Value	IRS element (for citing)
Expense	$1,284,025	ExpenseAmt
Grant	$727,599	GrantAmt
Revenue	$184,919	RevenueAmt
Desc	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 2019, OVER 150 GRANTS WERE MADE TO ORGANIZATIONS. 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

Field	Value	IRS element (for citing)
Expense	$297,661	ExpenseAmt
Revenue	$224,895	RevenueAmt
Desc	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. IN 2019, GIFTS TOTALING OVER $1.6 MILLION WERE RECEIVED TO ESTABLISH OR ASSUME 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

Field	Value	IRS element (for citing)
Total Program Service Expenses	$4,071,965	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	20	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	8	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EXECUTIVE DIRECTOR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2152417272	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1700 MARKET STREET SUITE 1535	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM SCHMIDT
CHAIRPERSON	10.00	Yes (X)	Yes (X)	$0	$0	$0
BENNETT LOMAX
VICE CHAIR (FROM 9/10/19)	6.00	Yes (X)	Yes (X)	$0	$0	$0
GINNY CHRISTENSEN
VICE CHAIR (UNTIL 9/9/19)	6.00	Yes (X)	Yes (X)	$0	$0	$0
BRUCE E HUNT
SECRETARY	4.00	Yes (X)	Yes (X)	$0	$0	$0
DEBORAH FRAZER
TREASURER (FROM 6/12/19)	4.00	Yes (X)	Yes (X)	$0	$0	$0
SAMUEL ALLEN
TREASURER (UNTIL 6/11/19)	4.00	Yes (X)	Yes (X)	$0	$0	$0
BRUCE BEATON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
GINNY CHRISTENSEN
DIRECTOR (FROM 9/10/19)	2.00	Yes (X)		$0	$0	$0
JOAN COUNTRYMAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHRISTIE DUNCAN-TESSMER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DEBORAH FRAZER
DIRECTOR (UNTIL 6/11/19	2.00	Yes (X)		$0	$0	$0
SUSAN HAINES CUNNINGHAM
DIRECTOR	2.00	Yes (X)		$0	$0	$0
ROBERT HAYDEN JR
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DANIEL ISAACS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BENNETT LOMAX
DIRECTOR (UNTIL 9/9/19)	2.00	Yes (X)		$0	$0	$0
TAKASHI MORIUCHI
DIRECTOR	2.00	Yes (X)		$0	$0	$0
MARK MYERS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
TERRY NANCE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
NORVAL D REECE
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DARYL RENSCHLER
DIRECTOR	2.00	Yes (X)		$0	$0	$0
CHRISTINA REPOLEY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
AMY TAYLOR BROOKS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
TOM WRIGHT
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JEFFERY W PERKINS
EXECUTIVE DIRECTOR	40.00		Yes (X)	$202,027	$0	$20,800
SANDY QUINN
FINANCE DIRECTOR	40.00		Yes (X)	$107,789	$0	$17,188
RICHARD KENT
CHIEF INVESTMENT OFFICER	40.00			$160,269	$0	$10,330	Yes (X)
ESTON GRIFFIN
DIR. OF BUSINESS DEV. & CONSTITUENT RELATIONS	40.00			$143,020	$0	$10,312	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$613,105	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$58,630	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BOSTON COMMON ASSET MANAGEMENT LLC
200 STATE STREET 7TH FLOOR	BOSTON	MA	02109	INVESTMENT MANAGEMENT	$338,512
ACCUTECH SYSTEMS CORPORATION
2620 NORTH ACCUTECH WAY	MUNCIE	IN	47304	BACK OFFICE SUPPORT	$314,043
BOSTON TRUST & INVESTMENT MANAGEMENT COM
ONE BEACON STREET	BOSTON	MA	02108	INVESTMENT MANAGEMENT	$182,945
PAYDEN & RYGEL
333 SOUTH GRAND AVENUE FLOOR 32	LOS ANGELES	CA	90071	INVESTMENT MANAGEMENT	$169,947
ARISTOTLE CAPITAL BOSTON LLC
125 SUMMER STREET SUITE 12200	BOSTON	MA	02110	INVESTMENT MANAGEMENT	$142,468

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$499,384	AllOtherContributionsAmt
Noncash Contributions	$274,362	NoncashContributionsAmt
Total Contributions	$499,384	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	FEES FOR MANAGED FUNDS	Desc
Business	523920	BusinessCd
Total Revenue Column	$3,436,300	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,436,300	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,436,300	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$589,455	TotalRevenueColumnAmt
Exclusion	$589,455	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$428,925	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$386,387	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$42,538	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$42,538	TotalRevenueColumnAmt
Exclusion	$42,538	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER	Desc
Business	900099	BusinessCd
Total Revenue Column	$30,292	TotalRevenueColumnAmt
Exclusion	$30,292	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$30,292	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,597,969	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,436,300	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$662,285	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$727,599	TotalAmt
Program Services	$727,599	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$361,660	TotalAmt
Program Services	$325,240	ProgramServicesAmt
Management And General	$36,420	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$550,720	TotalAmt
Program Services	$495,216	ProgramServicesAmt
Management And General	$55,504	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$34,766	TotalAmt
Program Services	$31,290	ProgramServicesAmt
Management And General	$3,476	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$26,388	TotalAmt
Program Services	$23,749	ProgramServicesAmt
Management And General	$2,639	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$63,952	TotalAmt
Program Services	$57,557	ProgramServicesAmt
Management And General	$6,395	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$39,426	TotalAmt
Program Services	$37,455	ProgramServicesAmt
Management And General	$1,971	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,707,002	TotalAmt
Program Services	$1,707,002	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$55,750	TotalAmt
Program Services	$33,330	ProgramServicesAmt
Management And General	$22,420	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$19,980	TotalAmt
Program Services	$15,984	ProgramServicesAmt
Management And General	$3,996	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$364,507	TotalAmt
Program Services	$344,091	ProgramServicesAmt
Management And General	$20,416	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$54,786	TotalAmt
Program Services	$49,848	ProgramServicesAmt
Management And General	$4,938	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$65,304	TotalAmt
Program Services	$52,243	ProgramServicesAmt
Management And General	$13,061	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$48,356	TotalAmt
Program Services	$47,305	ProgramServicesAmt
Management And General	$1,051	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$10,758	TotalAmt
Program Services	$10,611	ProgramServicesAmt
Management And General	$147	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$5,278	TotalAmt
Program Services	$4,222	ProgramServicesAmt
Management And General	$1,056	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$104,190	TotalAmt
Program Services	$83,352	ProgramServicesAmt
Management And General	$20,838	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS EXPENSE	Desc
Total	$8,017	TotalAmt
Program Services	$25,871	ProgramServicesAmt
Management And General	-$17,854	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,248,439	TotalAmt
Program Services	$4,071,965	ProgramServicesAmt
Management And General	$176,474	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$85,192	BOYAmt
EOY	$92,075	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,802,696	BOYAmt
EOY	$13,536,561	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$63,217	BOYAmt
EOY	$211,893	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$3,904	BOYAmt
EOY	$29,419	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$84,092	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$15,203	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,178	BOYAmt
EOY	$68,889	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$417,970,933	BOYAmt
EOY	$514,496,733	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$101,947	BOYAmt
EOY	$116,943	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$431,029,067	BOYAmt
EOY	$528,552,513	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,253,807	BOYAmt
EOY	$1,472,067	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$414,932,044	BOYAmt
EOY	$509,297,735	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$416,185,851	BOYAmt
EOY	$510,769,802	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,992,427	BOYAmt
EOY	$4,857,153	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,850,789	BOYAmt
EOY	$12,925,558	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,843,216	BOYAmt
EOY	$17,782,711	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$431,029,067	BOYAmt
EOY	$528,552,513	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$349,530	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,471,278	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$118,687	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	343	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (343 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
15TH STREET MONTHLY MEETING
510141865	1	0	$0	$0
2ND STREET COMMUNITY CHURCH
911826375	1	0	$0	$0
57TH STREET MONTHLY MEETING
362182008	1	0	$0	$0
ALBANY FRIENDS MEETING
146025066	1	0	$0	$0
ALBUQUERQUE MONTHLY MEETING
856009711	1	0	$0	$0
ALFRED COPE BOOK TRUST
236732406	10	0	$0	$0
ALTERNATIVES TO VIOLENCE PROJECT I
133014706	7	0	$0	$0
AMERICAN FRIENDS SERVICE COMMITTEE
231352010	1	0	$10,000	$0
ANN ARBOR FRIENDS MEETING
382508965	1	0	$0	$0
ANNA T JEANES FOUNDATION
232203406	10	0	$0	$0
ANNAPOLIS FRIENDS MEETING
521168319	1	0	$0	$0
ARNEYS MOUNT PREPARATIVE MEETING
222306243	1	Yes (1)	$0	$0
ARTHUR MORGAN SCHOOL INC
562257100	2	0	$0	$0
ATLANTIC CITY AREA MONTHLY MEETING
223361170	1	Yes (1)	$0	$0
BALTIMORE YEARLY MEETING
520856309	1	0	$10,000	$0
BARCLAY FRIENDS
232088476	3	0	$0	$0
BARNEGAT MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
BATON ROUGE FRIENDS MEETING
721225750	1	0	$0	$0
BELLINGHAM MONTHLY MEETING
911983371	1	0	$0	$0
BEN LOMOND QUAKER CENTER
942831137	10	0	$5,000	$0
BERKELEY SOCIETY OF FRIENDS
946105141	1	0	$0	$0
BETHESDA FRIENDS MEETING
522003947	1	0	$0	$0
BIBLE ASSOCIATION OF FRIENDS IN AME
236264890	2	0	$0	$0
BIRMINGHAM MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
BLACKSBURG FRIENDS MEETING
520856309	1	0	$0	$0
BLOOMINGTON FRIENDS MEETING
351863490	1	0	$0	$0
BOISE VALLEY SOCIETY OF FRIENDS
454040048	2	0	$0	$0
BOLIVIAN QUAKER EDUCATION FUND
113650879	2	0	$0	$0
BOULDER FRIENDS MEETING
846052997	1	0	$0	$0
BRADFORD MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
BRIDGE CITY FRIENDS MEETING
202608792	1	0	$0	$0
BRISTOL MONTHLY MEETING
731646786	1	0	$0	$0
BROADMEAD RESIDENTS ASSOCIATION
521255281	3	0	$0	$0
BUCKINGHAM MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
BUCKS QTRLY MTG BOARDING HOME
231365330	7	0	$0	$0
BUCKS QUARTERLY MEETING
237201222	1	Yes (1)	$0	$0
BURLINGTON MONTHLY MEETING
222185583	1	0	$0	$0
BURLINGTON QUARTERLY MEETING
222185583	1	Yes (1)	$0	$0
BUTTERNUTS MONTHLY MEETING
135679424	1	0	$0	$0
BYBERRY MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
CAMDEN FRIENDS MEETING
516015698	1	Yes (1)	$0	$0
CAMP DARK WATERS
223748083	10	0	$0	$0
CAMP DARK WATERS CAMPERSHIP TRUST
223748083	10	0	$0	$0
CAMP DARK WATERS STIF
223748083	10	0	$0	$0
CANNON VALLEY FRIENDS MEETING
452505007	1	0	$0	$0
CEDAR GROVE FRIENDS MEETING
463943087	1	0	$0	$0
CENTRAL PHILADELPHIA MONTHLY MEETING
232626398	1	Yes (1)	$0	$0
CENTRE MONTHLY MEETING
510370789	1	Yes (1)	$0	$0
CHANDLER HALL AUXILIARY
232365124	7	0	$0	$0
CHAPEL HILL FRIENDS MEETING
561599173	1	0	$0	$0
CHAPPAQUA MONTHLY MEETING
132647217	1	0	$0	$0
CHARLESTON MONTHLY MEETING
550751716	1	0	$0	$0
CHATHAM-SUMMIT MONTHLY MEETING
223594941	1	0	$0	$0
CHESTER MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
CHESTER RIVER MONTHLY MEETING
521095784	1	Yes (1)	$0	$0
CHESTNUT HILL MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
CINCINNATI MONTHLY MEETING
316045408	1	0	$0	$0
CLAREMONT MONTHLY MEETING
952906109	1	0	$0	$0
CLARENCE & LILLY PICKETT ENDOWMENT
421391997	10	0	$0	$0
CLEARWATER FRIENDS MEETING
510175760	1	0	$0	$0
CLEVELAND FRIENDS MEETING
346536239	1	0	$0	$0
COLLEGE PARK FRIENDS EDUCATIONAL ASSOCIATION
941507823	2	0	$0	$0
COLLINS FRIENDS MEETING
161383553	1	0	$0	$0
COLORA PREPARATIVE MEETING
043648911	1	Yes (1)	$0	$0
COLORADO SPRINGS FRIENDS MEETING
841069920	1	0	$0	$0
COLUMBIA FRIENDS MEETING
572204915	1	0	$0	$0
CONCORD MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
CONCORD QUARTERLY MEETING
232741200	1	Yes (1)	$0	$0
CORNWALL MONTHLY MEETING
141637053	1	0	$0	$0
CROPWELL MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
CROSSWICKS MONTHLY MEETING
731646786	1	Yes (1)	$9,404	$0
DARBY MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
DAYTON FRIENDS MEETING
311292236	1	0	$0	$0
DETRIOT FRIENDS MEETING
842106383	2	0	$0	$0
DOYLESTOWN FRIENDS MEETING
731646786	1	Yes (1)	$0	$0
DUNELAND FRIENDS MEETING
351922812	1	0	$0	$0
DUNNINGS CREEK MONTHLY MEETING
254109624	1	0	$0	$0
DURHAM FRIENDS MEETING
561396036	1	0	$0	$0
ELKLAND PREPARATIVE MEETING
731646786	1	Yes (1)	$0	$0
ELSIE K POWELL HOUSE
141467967	10	0	$0	$0
EXETER MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
FAIR HILL BURIAL GROUND
232724914	7	0	$0	$0
FALLOWFIELD MONTHLY MEETING
232699860	1	Yes (1)	$0	$0
FALLSINGTON MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
FARM AND WILDERNESS FOUNDATION INC
030228965	10	0	$0	$0
FARMINGTON FRIENDS CHURCH
166051214	1	0	$0	$0
FARMINGTON-SCIPIO REGIONAL MEETING
800410799	1	0	$0	$0
FCL EDUCATION FUND
946683750	2	0	$15,000	$0
FCNL EDUCATION FUND
521254489	2	0	$17,500	$0
FLUSHING MONTHLY MEETING
112648783	1	0	$0	$0
FORT LAUDERDALE FRIENDS MEETING
591226463	1	0	$0	$0
FORT MYERS MONTHLY MEETING
650607361	1	0	$0	$0
FRANKFORD FRIENDS SCHOOL
231352634	2	0	$8,495	$0
FRANKFORD MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
FREDERICK MONTHLY MEETING
521901362	1	0	$0	$0
FREDONIA FRIENDS MEETING
237263827	1	0	$0	$0
FRIENDS ASSN CARE & PROTECT CHILD
231381006	7	0	$0	$0
FRIENDS ASSOC FOR HIGHER EDUCATION
581453915	10	0	$0	$0
FRIENDS ASSOCATION OF SERVICES FOR THE ELDERLY
942489788	7	0	$0	$0
FRIENDS BULLETIN CORPORATION
931156843	7	0	$0	$0
FRIENDS CAMP ASSOCIATION OF PENNSYL
236396158	10	0	$0	$0
FRIENDS CEMETERY ASSOCIATION OF THE TOWN OF LEDYARD NY
800509814	7	0	$0	$0
FRIENDS CENTRAL SCHOOL
231352636	2	0	$0	$0
FRIENDS COUNCIL ON EDUCATION
231352147	10	0	$0	$0
FRIENDS FOUNDATION AT WOODSTOWN
222146159	10	0	$0	$0
FRIENDS GENERAL CONFERENCE
231352148	1	0	$0	$0
FRIENDS HISTORICAL ASSOCIATION
236299510	7	0	$0	$0
FRIENDS HOMES INC
560754599	10	0	$0	$0
FRIENDS MEETING AT CAMBRIDGE
042104241	1	0	$0	$0
FRIENDS MEETING OF AUSTIN
741589331	1	0	$0	$0
FRIENDS MEETING OF LOUISVILLE
611012790	1	0	$0	$0
FRIENDS MEETING OF SAN ANTONIO
742149316	1	0	$0	$0
FRIENDS MEETING OF WASHINGTON
530204698	1	0	$0	$0
FRIENDS NEIGHBORHOOD GUILD
231424024	7	0	$25,200	$0
FRIENDS OF RAMALLAH FRIENDS MEETING
562590133	1	0	$0	$0
FRIENDS OF SABEEL NORTH AMERICA
383419440	1	0	$0	$0
FRIENDS PENSION
231352146	1	0	$0	$0
FRIENDS PUBLISHING CORPORATION
231465406	10	0	$0	$0
FRIENDS REHABILITATION PROGRAM
236398764	10	0	$0	$0
FRIENDS SCHOOL IN DETROIT
381753900	2	0	$0	$0
FRIENDS SCHOOL MULLICA HILL
221903166	2	0	$2,050	$0
FRIENDS SCHOOL OF ATLANTA
581918318	2	0	$2,050	$0
FRIENDS SCHOOL OF MINNESOTA
363586741	2	0	$0	$0
FRIENDS SCHOOL OF PORTLAND
203299655	2	0	$0	$0
FRIENDS SELECT ALUMNI ASSNBARTLET
230604370	10	0	$10,840	$0
FRIENDS UNITED MEETING
350877573	1	0	$0	$0
FRIENDS VILLAGE AT WOODSTOWN
210455847	1	0	$0	$0
FRIENDS WORLD COMMITTEE FOR CONSULT
231353362	2	0	$0	$0
FRIENDS WORLD COMMITTEE FOR CONSULTATION WORLD OFFICE
980461720	2	0	$0	$0
FRIENDSVIEW MANOR
930478660	10	0	$0	$0
FUM ENDOWMENT-RFS GEN SCHOLARSHIPS
350877573	1	0	$0	$0
GEORGE FOX FRIENDS SCHOOL
232808389	2	0	$0	$0
GEORGE SCHOOL
331044968	2	0	$0	$0
GEORGETOWN FRIENDS MEETING
454797711	1	0	$0	$0
GERMANTOWN FRIENDS SCHOOL
050630018	2	0	$0	$0
GOOSE CREEK MONTHLY MEETING CEMETER
546044666	1	0	$0	$0
GOSHEN MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
GREEN STREET MONTHLY MEETING
236259978	1	Yes (1)	$0	$0
GREEN STREET MONTHLY MEETING TRUSTEE
236259978	1	Yes (1)	$0	$0
GREENE STREET FRIENDS SCHOOL
300923414	2	0	$10,545	$0
GREENWICH FRIENDS MEETING
731646786	1	Yes (1)	$0	$0
GUNPOWDER FRIENDS MEETING
521369979	1	0	$0	$0
HADDONFIELD FRIENDS SCHOOL
352376046	2	0	$0	$0
HADDONFIELD MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
HADDONFIELD QUARTERLY MEETING
223528800	1	Yes (1)	$0	$0
HARRISBURG MONTHLY MEETING
222683608	1	Yes (1)	$0	$0
HAVERFORD MONTHLY MEETING
231352318	1	Yes (1)	$0	$0
HAVERFORD QUARTERLY MEETING
232857062	1	Yes (1)	$0	$0
HERNDON FRIENDS MEETING
541254691	1	0	$0	$0
HOCKESSIN MONTHLY MEETING
516015139	1	Yes (1)	$0	$0
HOMEWOOD FRIENDS MEETING
520607962	1	0	$0	$0
HONOLULU FRIENDS MEETING
990107532	1	0	$0	$0
HOPEWELL CENTRE FRIENDS MEETING
541012094	1	0	$0	$0
HORSHAM MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
HUNTINGDON MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
ILLINOIS YEARLY MEETING
366103914	1	0	$0	$0
INCORP TRUSTEES OF ABINGTON MONTHLY
231360833	1	Yes (1)	$0	$0
INCORPORATED TRUSTEES OF ABINGTON Q
236392123	1	Yes (1)	$0	$0
INCORPORATED TRUSTEES OF ORLANDO RELIGIOUS SOCIETY OF FRIENDS
510225282	1	0	$0	$0
INLAND VALLEY MONTHLY MEETING
452767960	1	0	$0	$0
JEANES HOSPITAL
232826045	3	0	$0	$0
JOHN BARNES TRUSTEES INC
236251652	1	0	$0	$0
JOHN WOOLMAN MEMORIAL ASSOCIATION
210681536	7	0	$0	$0
KENNETT MONTHLY MEETING
236050921	1	Yes (1)	$0	$0
LA JOLLA MM SCHOLARSHIP COMMITTEE
330677005	1	0	$0	$0
LAKE ERIE YEARLY MEETING
311225396	1	0	$0	$0
LAKE FOREST FRIENDS MEETING
362847735	1	0	$0	$0
LANCASTER MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
LANSDOWNE FRIENDS SCHOOL
231360856	2	0	$9,950	$0
LANSDOWNE MONTHLY MEETING
232801925	1	Yes (1)	$0	$0
LAWRENCE MONTHLY MEETING
056002914	1	0	$0	$0
LEHIGH VALLEY MONTHLY MEETING
232122816	1	Yes (1)	$0	$0
LINDA & GENE FARLEY CENTER FOR PEACE JUSTICE & SUSTAINABILITY
272195454	2	0	$0	$0
LITTLE EGG HARBOR MEETING
731646786	1	Yes (1)	$0	$0
LITTLE RED SCHOOLHOUSE
521981082	2	0	$0	$0
LONDON GROVE MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
MAKEFIELD YARDLEY
236424773	1	0	$0	$0
MANASQUAN MONTHLY MEETING
223053296	1	0	$0	$0
MANHASSET MONTHLY MEETING
117893541	1	0	$0	$0
MARIN FRIENDS MEETING
521591398	1	0	$0	$0
MARLBOROUGH MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
MARTHA'S VINEYARD FRIENDS MEETING
042735294	1	0	$0	$0
MEDFORD MONTHLY MEETING
222683619	1	Yes (1)	$0	$0
MEDFORD MONTHLY MEETING GRAVEYARD
222683619	1	0	$0	$0
MEDIA MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
MEDIA-PROVIDENCE FRIENDS SCHOOL
231386177	2	0	$2,050	$0
MEMPHIS FRIENDS MEETING
591226463	1	0	$0	$0
MENALLEN MONTHLY MEETING
231907401	1	0	$0	$0
MERION MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
MIAMI (FL) FRIENDS MEETING
237372958	1	0	$0	$0
MIAMI FRIENDS MEETING
351546689	1	0	$0	$0
MICKLETON MONTHLY MEETING
521981082	1	Yes (1)	$0	$0
MIDDLETOWN FRIENDS MEETING - NEYM
061219914	1	0	$0	$0
MIDDLETOWN MONTHLY MEETING - BUCKS
731646786	1	Yes (1)	$0	$0
MIDDLETOWN MONTHLY MEETING - CONCOR
731646786	1	Yes (1)	$0	$0
MIDDLETOWN PREPARATIVE MEETING
731646786	1	Yes (1)	$0	$0
MILL CREEK MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
MILLVILLE MONTHLY MEETING
232733560	1	0	$0	$0
MILWAUKEE MONTHLY MEETING
391552885	1	0	$0	$0
MOHAWK VALLEY MONTHLY MEETING
270102910	1	0	$0	$0
MONTCLAIR MONTHLY MEETING
221508589	1	0	$0	$0
MONTEREY PENINSULA FRIENDS MEETING
770009399	1	0	$0	$0
MONTHLY MTG OF FRIENDS OF PHILADELP
232997065	1	Yes (1)	$0	$0
MONTHLY MTG OF FRIENDS OF PHILA-SCH
232997065	1	Yes (1)	$0	$0
MOORESTOWN FRIENDS SCHOOL
210634497	2	0	$0	$0
MOORESTOWN MONTHLY MEETING
210643023	1	Yes (1)	$0	$0
MT HOLLY MONTHLY MEETING
760746299	1	Yes (1)	$0	$0
MULLICA HILL MONTHLY MEETING
226049764	1	Yes (1)	$0	$0
MULTNOMAH MONTHLY MEETING
930815614	1	0	$0	$0
NEW ASSOCIATION OF FRIENDS
463071031	1	0	$0	$0
NEW BRUNSWICK MONTHLY MEETING
352482513	1	0	$0	$0
NEW GARDEN FRIENDS MEETING-NC
560860298	1	0	$3,500	$0
NEW GARDEN FRIENDS SCHOOL
561002236	2	0	$0	$0
NEW GARDEN MONTHLY MEETING
236261121	1	Yes (1)	$0	$0
NEW HAVEN MONTHLY MEETING
223148570	1	0	$0	$0
NEW YORK QUARTERLY MEETING
135628570	1	0	$0	$0
NEW YORK YEARLY MEETING
135679424	1	0	$0	$0
NEWTON MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
NEWTOWN FRIENDS SCHOOL
231352666	2	0	$0	$0
NEWTOWN MONTHLY MEETING
237263827	1	Yes (1)	$0	$0
NEWTOWN SQUARE MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
NINE PARTNERS QUARTERLY MEETING
146026737	1	0	$0	$0
NISEI STUDENT RELOCATION
061021906	7	0	$0	$0
NONVIOLENT PEACEFORCE
352197019	7	0	$5,000	$0
NORRISTOWN MONTHLY MEETING
222683621	1	Yes (1)	$0	$0
NORTH CAROLINA FRIENDS HISTORICAL SOCIETY
561152827	7	0	$0	$0
NORTH CAROLINA YM (CONSERVATIVE)
561305556	1	0	$0	$0
NORTH PACIFIC YEARLY MEETING
911084375	1	0	$0	$0
NORTHERN YEARLY MEETING
412184037	1	0	$0	$0
NOTTINGHAM MONTHLY MEETING
232081618	1	0	$0	$0
OAK LANE DAY CARE
232731945	10	0	$0	$0
OAK PARK FRIENDS MEETING
366644639	1	0	$0	$0
OLD CALN MEETINGHOUSE
731646786	1	Yes (1)	$0	$0
OLD CHATHAM MONTHLY MEETING
030410795	1	0	$0	$0
OLD HAVERFORD MONTHLY MEETING
232926488	1	Yes (1)	$0	$0
ORANGE COUNTY FRIENDS MEETING
300507805	1	0	$0	$0
ORANGE GROVE MONTHLY MEETING
952084866	1	0	$0	$0
PACIFIC YEARLY MEETING
941545249	1	0	$0	$0
PACIFIC YEARLY MEETING HOLDING CORP
941646656	1	0	$0	$0
PALM BEACH MONTHLY MEETING
591226463	1	0	$0	$0
PALO ALTO FRIENDS MEETING
946106068	1	0	$0	$0
PENDLE HILL
231352255	10	0	$0	$0
PENN VALLEY FRIENDS MEETING
731668775	1	0	$0	$0
PENNSDALE MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
PHILADELPHIA QUARTEA37RLY MEETING
231678615	1	Yes (1)	$0	$0
PHILADELPHIA YEARLY MEETING
731646786	1	Yes (1)	$89,107	$0
PHOENIX FRIENDS MONTHLY MEETING
383711910	1	0	$0	$0
PIMA MONTHLY MEETING
474866715	1	0	$0	$0
PLUMSTEAD FRIENDS MEETING
731646786	1	Yes (1)	$0	$0
PLYMOUTH MEETING FRIENDS SCHOOL
231370503	2	0	$0	$0
PLYMOUTH MONTHLY MEETING TRUSTEES
731646786	1	Yes (1)	$0	$0
PORTLAND FRIENDS MEETING
016043989	1	0	$0	$0
POUGHKEEPSIE MONTHLY MEETING
146026984	1	0	$0	$0
PRINCETON MONTHLY MEETING
210738425	1	Yes (1)	$0	$0
PRISONER VISITATION & SUPPORT
231985076	7	0	$0	$0
PROVIDENCE (RI) MONTHLY MEETING
056017148	1	0	$0	$0
PROVIDENCE MONTHLY MEETING
232849863	1	Yes (1)	$0	$0
PURCHASE MONTHLY MEETING
263396619	1	0	$0	$0
QUAKER HEIGHTS FOUNDATION LLC
311575048	10	0	$0	$0
QUAKER SCHOOL AT HORSHAM
232200072	2	0	$2,050	$0
QUAKER UNIVERSALIST FELLOWSHIP
222482211	2	0	$0	$0
QUAKER VOLUNTARY SERVICE
383858580	7	0	$5,000	$0
QUAKERTOWN MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
RADNOR FRIENDS MEETING
731646786	1	Yes (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	Yes (1)	$0	$0
READING MONTHLY MEETING
236245560	1	Yes (1)	$0	$0
RICHLAND MONTHLY MEETING
731646786	1	Yes (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	$5,000	$0
ROCHESTER FRIENDS MEETING
411675507	1	0	$0	$0
ROCKLAND FRIENDS MEETING
136144840	1	0	$0	$0
SALEM MONTHLY MEETING
222286649	1	Yes (1)	$0	$0
SALEM QUARTERLY MEETING
216018293	1	Yes (1)	$0	$0
SAN FRANCISCO FRIENDS MEETING
941630588	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	Yes (1)	$0	$0
SOLEBURY FRIENDS MEETING
731646786	1	Yes (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	Yes (1)	$0	$0
SOUTHEASTERN YEARLY MEETING
591226463	1	0	$0	$0
SOUTHEASTERN YEARLY MEETING TRUSTEE
591226463	1	0	$0	$0
SPRINGFIELD MONTHLY MEETING
236269390	1	Yes (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	Yes (1)	$0	$0
STEVENS POINT MONTHLY MEETING
821039103	1	0	$0	$0
STRATFORD FRIENDS SCHOOL
231999828	2	0	$2,050	$0
STRAWBERRY CREEK MONTHLY MEETING
942464037	1	0	$0	$0
SWANNANOA VALLEY FRIENDS MEETING
561970828	1	0	$0	$0
SWARTHMORE MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
TAKOMA PARK PREPARATIVE MEETING
526044750	1	0	$0	$0
TEMPE FRIENDS MONTHLY MEETING
860634034	1	0	$2,000	$0
THE FIDUCIARY TRUSTEES OF OHIO YEAR
316043452	1	0	$0	$0
THE HICKMAN
231352144	7	0	$0	$0
THIRD HAVEN MONTHLY MEETING
520689918	1	Yes (1)	$0	$0
THIRD HAVEN MONTHLY MEETING TRUSTEE
231352146	1	Yes (1)	$0	$0
THIRD HAVEN SCHOLARSHIP COMMITTEE
520689918	1	Yes (1)	$0	$0
TRENTON MONTHLY MEETING
210694745	1	Yes (1)	$0	$0
TWIN CITIES FRIENDS MEETING
411334320	1	0	$0	$0
UNITY MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
UPPER DUBLIN GRAVEYARD
231339676	1	Yes (1)	$0	$0
UPPER DUBLIN MONTHLY MEETING
231339676	1	Yes (1)	$0	$0
URBANA-CHAMPAIGN FRIENDS MEETING
376050488	1	0	$0	$0
UWCHLAN MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
VALLEY MONTHLY MEETING
232611175	1	Yes (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	$0	$0
WEST CHESTER MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
WEST GROVE AREA DAYCARE CENTER
232103745	2	0	$0	$0
WEST GROVE MONTHLY MEETING
731646786	1	Yes (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	$0	$0
WESTFIELD MONTHLY MEETING
210638162	1	Yes (1)	$0	$0
WESTTOWN MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
WESTTOWN SCHOOL
231352690	2	0	$0	$0
WHITTIER MONTHLY MEETING
251559990	1	0	$0	$0
WICOMICO RIVER FRIENDS MEETING
203340744	1	Yes (1)	$0	$0
WILLISTOWN MONTHLY MEETING TRUSTEES
232623853	1	Yes (1)	$0	$0
WILMINGTON MONTHLY MEETING TRUSTEES
510080062	1	Yes (1)	$0	$0
WOODBURY MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
WOODSTOWN MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
WOOSTER MONTHLY MEETING
341567495	1	0	$0	$0
WRIGHTSTOWN MONTHLY MEETING
231370435	1	Yes (1)	$0	$0
XENIA FRIENDS MEETING
311007984	1	0	$0	$0
YARDLEY MONTHLY MEETING
731646786	1	Yes (1)	$0	$0
YORK MONTHLY MEETING
232271538	1	0	$0	$0
YOUNG FRIENDS AID ASSOCIATION
136017755	1	0	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	343	SupportedOrganizationsTotalCnt
Support Sum	$251,791	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	Yes (1)	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	Yes (1)	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Activities Test	Yes (X)	ActivitiesTestInd
Activities Further Exempt Prps	Yes (1)	ActivitiesFurtherExemptPrpsInd
Activities Engaged Org Invlmnt	Yes (1)	ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, EXCLUSIVELY 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 EXPERT 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.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	9	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$399,385	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$407,800	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$3,432,466	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,440,411	BeginningYearBalanceAmt
Contributions	$499,384	ContributionsAmt
Investment Earnings Or Losses	$2,774,342	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$727,599	GrantsOrScholarshipsAmt
End Year Balance	$15,986,538	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,490,478	BeginningYearBalanceAmt
Contributions	$1,483,807	ContributionsAmt
Investment Earnings Or Losses	-$908,713	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$625,161	GrantsOrScholarshipsAmt
End Year Balance	$13,440,411	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,846,922	BeginningYearBalanceAmt
Contributions	$221,358	ContributionsAmt
Investment Earnings Or Losses	$2,030,715	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$608,517	GrantsOrScholarshipsAmt
End Year Balance	$13,490,478	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,586,349	BeginningYearBalanceAmt
Contributions	$69,000	ContributionsAmt
Investment Earnings Or Losses	$807,920	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$616,347	GrantsOrScholarshipsAmt
End Year Balance	$11,846,922	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$11,246,296	BeginningYearBalanceAmt
Contributions	$1,348,404	ContributionsAmt
Investment Earnings Or Losses	-$109,576	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$898,775	GrantsOrScholarshipsAmt
End Year Balance	$11,586,349	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22210	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.26490	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.51300	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,416	OtherCostOrOtherBasisAmt
Depreciation	$698	DepreciationAmt
Book Value	$11,718	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$71,676	OtherCostOrOtherBasisAmt
Depreciation	$14,505	DepreciationAmt
Book Value	$57,171	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$68,889	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ASSETS HELD FOR BENEFIT OF OTHERS	Desc
Amt	$509,297,735	Amt

Field	Value	IRS element (for citing)
Total Liability	$509,297,735	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$7,187,934	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,471,278	NetUnrealizedGainsInvstAmt
Other Revenue	$118,687	OtherRevenueAmt
Revenue Not Reported	$2,589,965	RevenueNotReportedAmt
Revenue Subtotal	$4,597,969	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,597,969	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,248,439	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$4,248,439	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$4,248,439	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 14,996. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 103,691.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	NORTH AMERICA	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	CONTRIBUTION RECEIVED	TypeOfActivitiesConductedTxt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$0	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$0	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (32 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STREET	PHILADELPHIA	PA	19102	231352010	501(C )(3)	$10,000	UNRESTRICTED (DAF RECOMMENDATION)
BALTIMORE YEARLY MEETING
17100 QUAKER LANE	SANDY SPRING	MD	20860	520856309	501(C )(3)	$10,000	CATOCTIN CAMP FOR GREATEST NEED ON THE PROPERTY
BEHAVIORAL REHABILITATION INSTITUTE INC
655 PARK AVE	BLOOMFIELD	CT	06004	061520511	501(C )(3)	$25,000	UNRESTRICTED (DAF RECOMMENDATION)
CABRILLO FESTIVAL OF CONTEMPORARY MUSIC
147 S RIVER STREET SUITE 232	SANTA CRUZ	CA	95060	946123298	501(C )(3)	$50,000	UNRESTRICTED (DAF RECOMMENDATION)
CHEYNEY UNIVERSITY
1837 UNIVERSITY CIRCLE	CHEYNEY	PA	19319	237148064	501(C )(3)	$61,200	PROVIDE SCHOLARSHIPS AND TEACHER GRANTS
CROSSWICKS MONTHLY MEETING
PO BOX 456	BURLINGTON COUNTY	NJ	08515	731646786	501(C )(3)	$9,404	PROVIDE ASSISTANCE WITH OPERATING EXPENSES
DIVERSIFIED COMMUNITY SERVICE
1529 S 22ND STREET	PHILADELPHIA	PA	19146	231365980	501(C )(3)	$6,000	DIXON HOUSE NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR 16TH	NEW YORK CITY	NY	10006	133433452	501(C )(3)	$15,000	UNRESTRICTED (DAF RECOMMENDATION)	FLOOR
ENERGY COORDINATING AGENCY
106 W CLEARFIELD ST	PHILADELPHIA	PA	19133	222602113	501(C )(3)	$8,000	WEATHERIZATION WORKSHOPS FOR FURNACE REPLACEMENT
ESCHATON FOUNDATION
PO BOX14008	SAN FRANCISCO	CA	94114	237209584	501(C )(3)	$20,000	THE "BOYS WHO SAID NO" FILM
FCL CALIFORNIA EDUCATION FUND
1225 8TH ST SUITE 220	SACRAMENTO	CA	95814	680062639	501(C )(3)	$15,000	UNRESTRICTED (DAF RECOMMENDATION)
FCNL EDUCATION FUND
245 2ND ST NE	WASHINGTON	DC	20002	521254489	501(C )(3)	$17,500	UNRESTRICTED (DAF RECOMMENDATION)
FELLOWSHIP PLACE INC
441 ELM STREET	NEW HAVEN	CT	06551	060947027	501(C )(3)	$25,000	UNRESTRICTED (DAF RECOMMENDATION)
FRANKFORD FRIENDS SCHOOL
1500 ORTHODOX STREET	PHILADELPHIA	PA	19124	231352634	501(C )(3)	$8,495	TUITION AID
FRIENDS NEIGHBORHOOD GUILD
701 NORTH 8TH ST	PHILADELPHIA	PA	19123	231424024	501(C )(3)	$25,200	PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED
FRIENDS SELECT SCHOOL
17TH AND BENJAMIN FRANKLIN PARKWAY	PHILADELPHIA	PA	19103	230604370	501(C )(3)	$10,840	SCHOLARSHIP ASSISTANCE TO THE CHILDREN OF NEEDY WOMEN OF PHILADELPHIA
GREENE STREET FRIENDS SCHOOL
5511 GREENE STREET	PHILADELPHIA	PA	19144	300923414	501(C )(3)	$10,545	TUITION AID
LANSDOWNE FRIENDS SCHOOL
110 N LANSDOWNE AVE	LANSDOWNE	PA	19050	231360856	501(C )(3)	$9,950	FUNDING SCHOLARSHIP(S) FOR FINANCIAL AID FOR ACADEMICALLY TALENTED CHILDREN AT LANSDOWNE FRIENDS SCHOOL
MERCY CORPS
1111 19TH STREET SUITE 650	WASHINGTON	DC	20036	911148123	501(C )(3)	$15,000	UNRESTRICTED (DAF RECOMMENDATION)
NATIONAL PARK FOUNDATION
110 VERMONT AVE NW SUITE 200	WASHINGTON	DC	20005	521086761	501(C )(3)	$7,500	UNRESTRICTED (DAF RECOMMENDATION)
NEIGHBORHOOD HOUSING SERVICES OF NEW BRITAIN INC
223 BROAD STREET	NEW HAVEN	CT	06511	061006312	501(C )(3)	$25,000	UNRESTRICTED (DAF RECOMMENDATION)
NEW KENSINGTON CDC
2515 FRANKFORD AVE	PHILADELPHIA	PA	19125	222610536	501(C )(3)	$8,000	NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL
PEACEWORKERS
721 SHRADER ST	SAN FRANCISCO	CA	94117	237217029	501(C )(3)	$12,300	UNRESTRICTED (DAF RECOMMENDATION)
PHILADELPHIA YEARLY MEETING
1515 CHERRY STREET	PHILADELPHIA	PA	19102	731646786	501(C )(3)	$89,107	PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS
THE COVE CENTER FOR GREIVING CHILDREN INC
250 POMEROY AVE	MERIDEN	CT	06450	061546563	501(C )(3)	$25,000	UNRESTRICTED (DAF RECOMMENDATION)
THE SALVATION ARMY
4050 CONSHOHOCKEN AVE	PHILADELPHIA	PA	19131	135562351	501(C )(3)	$13,129	NEW DAY NEW HOME
THE YOUNG MEN'S CHRISTIAN ASSOC OF WALLINGFORD
81 S ELM STREET	NEW HAVEN COUNTY	CT	06492	060646977	501(C )(3)	$20,000	LIVESTRONG PROGRAM
TOCCATA CONCERT SERIES
184 FANS ROCK ROAD	NEW HAVEN COUNTY	CT	06518	300296997	501(C )(3)	$16,000	UNRESTRICTED (DAF RECOMMENDATION)
UJIMA FRIENDS PEACE CENTER
1701 W LEHIGH ST	PHILADELPHIA	PA	19132	821735679	501(C )(3)	$8,000	UNRESTRICTED (DAF RECOMMENDATION) - DID NOT SEND; RETURNED TO DAF IN 2020
UNITED PALESTINIAN APPEAL
1330 NEW HAMPSHIRE AVE NW	WASHINGTON	DC	20077	112494808	501(C )(3)	$8,000	FOR USE IN PALESTINE
WE NEVER SAY NEVER
4427 LANCASTER AVE	PHILADELPHIA	PA	19104	233273681	501(C )(3)	$9,539	NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL
WOMEN & FAMILIES CENTER
168 COLONY STREET	NEW HAVEN COUNTY	CT	06451	060646994	501(C )(3)	$25,000	UNRESTRICTED (DAF RECOMMENDATION)

Field	Value	IRS element (for citing)
Total501c3 Org	32	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFERY W PERKINS
EXECUTIVE DIRECTOR	$202,027	$0	$0	$0	$0	$0	$12,574	$0	$8,226	$0	$222,827	$0	$0	$0
RICHARD KENT
CHIEF INVESTMENT OFFICER	$160,269	$0	$0	$0	$0	$0	$9,593	$0	$737	$0	$170,599	$0	$0	$0
ESTON GRIFFIN
DIR. OF BUSINESS DEV. & CONSTITUENT	$143,020	$0	$0	$0	$0	$0	$8,993	$0	$1,319	$0	$153,332	$0	$0	$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$274,362	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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, QUAKER INDEX FUND AND QUAKER GREEN 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 14,996. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 103,691.