2019-06-28T11:30:36-05:00 2018-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2018-01-01 231968136 FRIENDS FIDUCIARY CORPORATION FRIE 2152417272 1650 ARCH STREET NO 1904 PHILADELPHIA PA 19103 JEFFERY W PERKINS EXECUTIVE DIRECTOR 2152417272 2019-06-28 1 JENNIFER SOLOT P00749373 2155677770 50.203.243.162 2019-06-28 12:30:23 ED P 42EE97634FBA116BD812AEF6F3A565108EF8C38C A7B3CE71F1DDEC27656CFCEBE1709CA775BE8A7A 2018 2020-03-31 21:24:44Z JEFFERY W PERKINS 1650 ARCH STREET NO 1904 PHILADELPHIA PA 19103 5636558 0 X WWW.FRIENDSFIDUCIARY.ORG X 1975 PA SEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION. 20 20 8 20 0 9323 221358 1499923 3042949 3202540 540548 563919 0 24145 3804855 5290527 476993 568655 0 0 872276 981896 0 0 0 2191928 2346059 3541197 3896610 263658 1393917 469266210 431029067 454186909 416185851 15079301 14843216 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 2294464 2765078 INVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 400 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. 1091851 568655 188707 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 2018, 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. 320222 248755 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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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 TRENTON MONTHLY MEETING 210694745 1 1 0 0 TWIN CITIES FRIENDS MEETING 411334320 1 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 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 0 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 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 YOUNG FRIENDS AID ASSOCIATION 136017755 1 0 0 0 330 160915 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 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 1350807 182000 2859422 1 1 13490478 1483807 -908713 625161 13440411 11846922 221358 2030715 608517 13490478 11586349 69000 807920 616347 11846922 11246296 1348404 -109576 898775 11586349 10873026 179209 797636 603575 11246296 0.22020 0.26720 0.51260 1 1 0 90544 90544 0 85643 84465 1178 1178 ASSETS HELD FOR BENEFIT OF OTHERS 414932044 414932044 X 3660525 -1512994 -117008 -1630002 5290527 0 5290527 3896610 0 3896610 0 3896610 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 -14,501. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -102,507. 1 APPLIED BEHAVIORAL REHABILITATION INSTITUTION INC 655 PARK AVENUE BRIDGEPORT CT 06604 061520511 501(C)(3) 25000 UNRESTRICTED (DAF RECOMMENDATION) CHEYNEY UNIVERSITY 1837 UNIVERSITY CIRCLE CHEYNEY PA 19319 237148064 501(C)(3) 170600 PROVIDE SCHOLARSHIPS AND TEACHER GRANTS COLUMBUS HOUSE INC PO BOX 7093 NEW HAVEN CT 06519 060886125 501(C)(3) 25000 UNRESTRICTED (DAF RECOMMENDATION) CROSSWICKS MONTHLY MEETING PO BOX 456 CROSSWICKS NJ 08515 222068867 501(C)(3) 7900 PROVIDE ASSISTANCE WITH OPERATING EXPENSES DIVERSIFIED COMMUNITY SERVICE 1529 S 22ND STREET PHILADELPHIA PA 19146 231365980 501(C)(3) 6000 NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL DORCAS SOCIETY CO FRIENDS SELECT SCHOOL 17TH BEN FRANKLIN PARKWAY PHILADELPHIA PA 19103 230604370 501(C)(3) 10138 PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN OF PHILADELPHIA, PA ENERGY COORDINATING AGENCY 106 W CLEARFIELD ST PHILADELPHIA PA 19133 222602113 501(C)(3) 6440 WEATHERIZATION WORKSHOPS FOR FURNACE REPLACEMENT FCNL EDUCATION FUND 245 2ND ST NE WASHINGTON DC 20002 521254489 501(C)(3) 8000 UNRESTRICTED (DAF RECOMMENDATION) FRANKFORD FRIENDS SCHOOL 1500 ORTHODOX STREET PHILADELPHIA PA 19124 231352634 501(C)(3) 8215 TUITION AID FRIENDS NEIGHBORHOOD GUILD 701 NORTH 8TH ST PHILADELPHIA PA 19123 231424024 501(C)(3) 23574 PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED GREENE STREET FRIENDS SCHOOL 5511 GREENE STREET PHILADELPHIA PA 19144 300923414 501(C)(3) 8215 TUITION AID LANSDOWNE FRIENDS SCHOOL 110 N LANSDOWNE AVE LANSDOWNE PA 19050 231360856 501(C)(3) 6300 FUNDING SCHOLARSHIP(S) FOR FINANCIAL AID FOR ACADEMICALLY TALENTED CHILDREN AT LANSDOWNE FRIENDS SCHOOL LAUREL HOUSE 180 W GERMANTOWN PIKE STE 2 EAST NORRITON PA 19401 232172743 501(C)(3) 6250 GAS BILL FOR WOMEN'S SHELTER AND NEW WINDOWS MERIDEN-WALLINGFORD CHRYSALIS INC 14 WEST MAIN STREET SUITE C MERIDEN CT 06451 060972610 501(C)(3) 25000 UNRESTRICTED (DAF RECOMMENDATION) MOTHERS IN CHARGE INC 520 N DELAWARE AVE STE 302 PHILADELPHIA PA 19123 300185280 501(C)(3) 6000 WOMEN WORKING FOR CHANGE PROGRAM NEW KENSINGTON CDC 2515 FRANKFORD AVE PHILADELPHIA PA 19125 222610536 501(C)(3) 7500 NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL PEACEWORKERS 721 SHRADER ST SAN FRANCISCO CA 94117 237217029 501(C)(3) 12000 UNRESTRICTED (DAF RECOMMENDATION) PHILADELPHIA YEARLY MEETING 1515 CHERRY STREET PHILADELPHIA PA 19102 731646786 501(C)(3) 57373 PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS ST PETER CLAVER SCHOOL 133 WARD STREET MACON GA 31204 580971389 501(C)(3) 30000 UNRESTRICTED (DAF RECOMMENDATION) THE SALVATION ARMY 4050 CONSHOHOCKEN AVE PHILADELPHIA PA 19131 135562351 501(C)(3) 6000 NEW DAY NEW HOME TOCCATA CONCERT SERIES 184 FANS ROCK ROAD HAMDEN CT 06518 300296997 501(C)(3) 9000 UNRESTRICTED (DAF RECOMMENDATION) WE NEVER SAY NEVER 4427 LANCASTER AVE PHILADELPHIA PA 19104 233273681 501(C)(3) 8000 NEIGHBORHOOD ENERGY CENTER EMERGENCY OIL WOMEN AND FAMILIES CENTER 169 COLONY STREET MERIDEN CT 06451 060646994 501(C)(3) 25000 UNRESTRICTED (DAF RECOMMENDATION) 23 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 170991 0 0 0 0 0 11527 0 10245 0 192763 0 0 0 RICHARD KENT CHIEF INVESTMENT OFFICER 156551 0 0 0 0 0 9406 0 875 0 166832 0 0 0 ESTON GRIFFIN DIRECTOR OF BUSINESS DEVELOPMENT 140154 0 0 0 0 0 8864 0 1319 0 150337 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, 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 -14,501. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -102,507.