FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-16
- IRS object ID
- 201821989349300642
- Schema version
- 2017v2.3
- 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 | 2018-07-16T09:16:20-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 1650 ARCH STREET NO 1904 | 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 | 2018-07-16 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFERY W PERKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ARCH STREET NO 1904 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,999,958 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $221,358 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,905,837 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,042,949 | CYProgramServiceRevenueAmt |
| PY Investment Income | $548,607 | PYInvestmentIncomeAmt |
| CY Investment Income | $540,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,529,699 | PYTotalRevenueAmt |
| CY Total Revenue | $3,804,855 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $553,742 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $476,993 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $867,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $872,276 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,080,697 | PYOtherExpensesAmt |
| CY Other Expenses | $2,191,928 | CYOtherExpensesAmt |
| PY Total Expenses | $3,502,031 | PYTotalExpensesAmt |
| CY Total Expenses | $3,541,197 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $27,668 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $263,658 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $380,856,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $469,266,210 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $367,734,692 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $454,186,909 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,121,829 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,079,301 | 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 (CONTINUED ON SCHEDULE O) 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 | $2,549,979 | ExpenseAmt |
| Revenue | $2,655,482 | RevenueAmt |
| Desc | INVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 380 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 | $624,677 | ExpenseAmt |
| Grant | $476,993 | GrantAmt |
| Revenue | $169,282 | RevenueAmt |
| Desc | GRANTMAKING:FRIENDS FIDUCIARY CORPORATION SERVES AS FIDUCIARY/TRUSTEE FOR OVER 70 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 2017, OVER 90 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 | $189,153 | ExpenseAmt |
| Revenue | $218,185 | 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 2017, GIFTS TOTALING OVER $900,000 WERE RECEIVED TO ESTABLISH CHARITABLE GIFT ANNUITIES, WHICH WILL EVENTUALLY BENEFIT A VARIETY OF QUAKER ORGANIZATIONS WORKING IN AREAS OF EDUCATION, PEACE, SOCIAL JUSTICE AND OTHER CHARITABLE PURPOSES OF IMPORTANCE TO FRIENDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,363,809 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 201 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 1650 ARCH STREET SUITE 1904 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|
| THOMAS WILLIAMS | |||||||
| CHAIRPERSON | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SCHMIDT | |||||||
| VICE CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE E HUNT | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAMUEL ALLEN | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W BRUCE BEATON IV | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GINNY CHRISTENSEN | |||||||
| DIRECTOR | 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 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAINES CUNNINGHAM | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HAYDEN JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL B ISAACS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BENNETT LOMAX | |||||||
| DIRECTOR | 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 | ||
| H DAVID RAPER | |||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NORVAL D REECE | |||||||
| DIRECTOR | 4.00 | 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 | ||
| RICHARD WILLIS JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER WOOD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY W PERKINS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $163,868 | $0 | $18,772 | ||
| RICHARD KENT | |||||||
| CHIEF INVESTMENT OFFICER | 40.00 | $150,245 | $0 | $9,917 | Yes (X) | ||
| ESTON GRIFFIN | |||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | 40.00 | $132,991 | $0 | $9,755 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $447,104 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,444 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 ST 7TH FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | $375,382 |
| ACCUTECH SYSTEMS CORPORATION | |||||
| 2620 N ACCUTECH WAY | MUNCIE | IN | 47304 | BACK OFFICE SUPPORT | $274,474 |
| BOSTON TRUST & INVESTMENT MANAGEMENT CO | |||||
| ONE BEACON ST | BOSTON | MA | 02108 | INVESTMENT MANAGEMENT | $158,898 |
| CHICAGO EQUITY PARTNERS LLC | |||||
| 180 N LASALLE ST SUITE 3800 | CHICAGO | IL | 60601 | INVESTMENT MANAGEMENT | $157,574 |
| GREAT LAKES ADVISORS LLC | |||||
| 231 S LASALLE ST 4TH FLOOR | CHICAGO | IL | 60604 | INVESTMENT MANAGEMENT | $155,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $221,358 | AllOtherContributionsAmt |
| Noncash Contributions | $102,858 | NoncashContributionsAmt |
| Total Contributions | $221,358 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES FOR MANAGED FUNDS | Desc |
| Business | 523920 | BusinessCd |
| Total Revenue Column | $3,042,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,042,949 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,042,949 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $507,170 | TotalRevenueColumnAmt |
| Exclusion | $507,170 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,481 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $195,103 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,378 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,378 | TotalRevenueColumnAmt |
| Exclusion | $33,378 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,804,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,042,949 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $540,548 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,993 | TotalAmt |
| Program Services | $476,993 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,077 | TotalAmt |
| Program Services | $181,738 | ProgramServicesAmt |
| Management And General | $20,339 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,711 | TotalAmt |
| Program Services | $511,432 | ProgramServicesAmt |
| Management And General | $57,279 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,319 | TotalAmt |
| Program Services | $27,287 | ProgramServicesAmt |
| Management And General | $3,032 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,463 | TotalAmt |
| Program Services | $16,617 | ProgramServicesAmt |
| Management And General | $1,846 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,706 | TotalAmt |
| Program Services | $47,435 | ProgramServicesAmt |
| Management And General | $5,271 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,826 | TotalAmt |
| Program Services | $18,835 | ProgramServicesAmt |
| Management And General | $991 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,517,590 | TotalAmt |
| Program Services | $1,517,590 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,900 | TotalAmt |
| Program Services | $31,440 | ProgramServicesAmt |
| Management And General | $20,460 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,309 | TotalAmt |
| Program Services | $5,847 | ProgramServicesAmt |
| Management And General | $1,462 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,644 | TotalAmt |
| Program Services | $284,221 | ProgramServicesAmt |
| Management And General | $26,423 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,963 | TotalAmt |
| Program Services | $46,801 | ProgramServicesAmt |
| Management And General | $5,162 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,089 | TotalAmt |
| Program Services | $36,871 | ProgramServicesAmt |
| Management And General | $9,218 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,582 | TotalAmt |
| Program Services | $12,273 | ProgramServicesAmt |
| Management And General | $309 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019 | TotalAmt |
| Program Services | $1,615 | ProgramServicesAmt |
| Management And General | $404 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,709 | TotalAmt |
| Program Services | $81,367 | ProgramServicesAmt |
| Management And General | $20,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STATE REGISTRATION | $25,226 | $25,226 | |
| BOARD EXPENSES | $17,150 | $13,720 | $3,430 |
| REPORTING EXPENSES | $11,337 | $11,337 | |
| MISCELLANEOUS EXPENSE | $8,338 | $8,338 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,246 | TotalAmt |
| Program Services | $6,826 | ProgramServicesAmt |
| Management And General | $1,420 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,541,197 | TotalAmt |
| Program Services | $3,363,809 | ProgramServicesAmt |
| Management And General | $177,388 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,816 | BOYAmt |
| EOY | $63,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,429,471 | BOYAmt |
| EOY | $24,156,769 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,545 | BOYAmt |
| EOY | $57,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $172,991 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,215 | BOYAmt |
| EOY | $3,196 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,233,355 | BOYAmt |
| EOY | $444,868,725 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,119 | BOYAmt |
| EOY | $116,448 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,856,521 | BOYAmt |
| EOY | $469,266,210 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,574 | BOYAmt |
| EOY | $1,224,641 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,235,118 | BOYAmt |
| EOY | $452,962,268 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,734,692 | BOYAmt |
| EOY | $454,186,909 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,782,013 | BOYAmt |
| EOY | $3,184,917 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,729,165 | BOYAmt |
| EOY | $7,803,377 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,610,651 | BOYAmt |
| EOY | $4,091,007 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,121,829 | BOYAmt |
| EOY | $15,079,301 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,856,521 | BOYAmt |
| EOY | $469,266,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $263,658 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,628,559 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $65,255 | 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 | 309 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (309 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| 15TH STREET MONTHLY MEETING | ||||
| 510141865 | 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 |
| ALFRED MONTHLY MEETING | ||||
| 161285688 | 1 | 0 | $0 | $0 |
| ALTERNATIVES TO VIOLENCE PROJECT I | ||||
| 133014706 | 7 | 0 | $0 | $0 |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||
| 231352010 | 1 | 0 | $25,000 | $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 | $0 | $0 |
| BARCLAY FRIENDS | ||||
| 232088476 | 3 | 0 | $0 | $0 |
| BARNEGAT MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| BELLINGHAM MONTHLY MEETING | ||||
| 911983371 | 1 | 0 | $0 | $0 |
| BEN LOMOND QUAKER CENTER | ||||
| 942831137 | 10 | 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 |
| 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 |
| 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 |
| CADBURY AT CHERRY HILL | ||||
| 222182468 | 7 | 0 | $0 | $0 |
| CADBURY LIFE CARE AT HOME | ||||
| 223566504 | 10 | 0 | $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 |
| 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 |
| 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) | $8,291 | $0 |
| DARBY MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| DAYTON FRIENDS MEETING | ||||
| 311292236 | 1 | 0 | $0 | $0 |
| DORCAS SOCIETY | ||||
| 230604370 | 10 | 0 | $10,084 | $0 |
| DOYLESTOWN FRIENDS MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| DUNNINGS CREEK MONTHLY MEETING | ||||
| 254109624 | 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 | $0 | $0 |
| FCNL EDUCATION FUND | ||||
| 521254489 | 2 | 0 | $0 | $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 | $0 | $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 BULLETIN CORPORATION | ||||
| 931156843 | 7 | 0 | $0 | $0 |
| FRIENDS CAMP ASSOCIATION OF PENNSYL | ||||
| 236396158 | 10 | 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 | $23,450 | $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 | $25,000 | $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 | $1,900 | $0 |
| FRIENDS SCHOOL OF ATLANTA | ||||
| 581918318 | 2 | 0 | $1,900 | $0 |
| FRIENDS SCHOOL OF MINNESOTA | ||||
| 363586741 | 2 | 0 | $0 | $0 |
| FRIENDS SELECT ALUMNI ASSNBARTLET | ||||
| 230604370 | 10 | 0 | $0 | $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 |
| 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 |
| GOOSE CREEK MONTHLY MEETING CEMETER | ||||
| 546044666 | 1 | 0 | $0 | $0 |
| GOSHEN MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| GREEN STREET FRIENDS SCHOOL | ||||
| 300923414 | 2 | 0 | $1,900 | $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 | ||||
| 231352643 | 2 | 0 | $0 | $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 |
| 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 |
| 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 |
| LANCASTER MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| LANSDOWNE FRIENDS SCHOOL | ||||
| 231360856 | 2 | 0 | $1,900 | $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 |
| 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) | $5,000 | $0 |
| MAKEFIELD YARDLEY | ||||
| 236424773 | 1 | 0 | $0 | $0 |
| MANASQUAN MONTHLY MEETING | ||||
| 223053296 | 1 | 0 | $0 | $0 |
| MARIN FRIENDS MEETING | ||||
| 521591398 | 1 | 0 | $0 | $0 |
| MARLBOROUGH MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $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 | $1,900 | $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 FRIENDS MEETING | ||||
| 351546689 | 1 | 0 | $0 | $0 |
| MIAMI (FL) FRIENDS MEETING | ||||
| 237372958 | 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 | $0 | $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 |
| NISEI STUDENT RELOCATION | ||||
| 061021906 | 7 | 0 | $0 | $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 |
| 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 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 QUARTERLY MEETING | ||||
| 231678615 | 1 | Yes (1) | $0 | $0 |
| PHILADELPHIA YEARLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $102,213 | $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 | $1,900 | $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 |
| 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 |
| RIDGEWOOD MONTHLY MEETING | ||||
| 223134592 | 1 | 0 | $0 | $0 |
| RIGHT SHARING OF WORLD RESOURCES | ||||
| 311636209 | 7 | 0 | $0 | $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 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 |
| STRATFORD FRIENDS SCHOOL | ||||
| 231999828 | 2 | 0 | $1,900 | $0 |
| STRAWBERRY CREEK MONTHLY MEETING | ||||
| 942464037 | 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 | $0 | $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 |
| 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 |
| 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 |
| WELLESLEY MONTHLY MEETING | ||||
| 222483625 | 1 | 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 |
| YARDLEY MONTHLY MEETING | ||||
| 731646786 | 1 | Yes (1) | $0 | $0 |
| YOUNG FRIENDS AID ASSOCIATION | ||||
| 136017755 | 1 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 309 | SupportedOrganizationsTotalCnt |
| Support Sum | $217,338 | 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 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. |
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 | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $121,358 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $187,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,933,288 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,873,026 | BeginningYearBalanceAmt |
| Contributions | $179,209 | ContributionsAmt |
| Investment Earnings Or Losses | $797,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $603,575 | GrantsOrScholarshipsAmt |
| End Year Balance | $11,246,296 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,641,265 | BeginningYearBalanceAmt |
| Contributions | $75,657 | ContributionsAmt |
| Investment Earnings Or Losses | $1,674,972 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $518,868 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,873,026 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,544 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,544 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,447 | DepreciationAmt |
| Book Value | $3,196 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,196 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS HELD FOR BENEFIT OF OTHERS | Desc |
| Amt | $452,962,268 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $452,962,268 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,498,669 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,628,559 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $65,255 | OtherRevenueAmt |
| Revenue Not Reported | $1,693,814 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,804,855 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,804,855 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,541,197 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,541,197 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,541,197 | 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 9,329. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 55,926. |
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 | FUNDRAISING | 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 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 231352010 | 501(C)(3) | $25,000 | GENERAL PURPOSES |
| CHEYNEY UNIVERSITY | |||||||
| 1837 UNIVERSITY CIRCLE | CHEYNEY | PA | 19319 | 237148064 | 501(C)(3) | $59,500 | PROVIDE SCHOLARSHIPS AND TEACHER INTERN GRANTS. |
| CROSSWICKS MONTHLY MEETING | |||||||
| PO BOX 456 | CROSSWICKS | NJ | 08515 | 222068867 | 501(C)(3) | $8,291 | PROVIDE ASSISTANCE WITH OPERATING EXPENSES. |
| DIVERSIFIED COMMUNITY SERVICES | |||||||
| 1529 S 22ND STREET | PHILADELPHIA | PA | 19146 | 231365980 | 501(C)(3) | $7,000 | PROVIDE FINANCIAL ASSISTANCE FOR EMERGENCY OIL DELIVERIES. |
| DORCAS SOCIETY CO FRIENDS SELECT SCHOOL | |||||||
| 17TH BEN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 230604370 | 501(C)(3) | $10,084 | PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN OF PHILADELPHIA, AS CONSISTENT WITH THE PURPOSE SET FORTH IN THE CHARTER AND BYLAW OF THE SOCIETY IN 1842. |
| ESCHATON FOUNDATION | |||||||
| 612 OCEAN ST | SANTA CRUZ | CA | 95060 | 237209584 | 501(C)(3) | $65,000 | FOR FILM "BOYS WHO SAID NO" - DAF RECOMMENDATION. |
| FRIENDS JOURNAL | |||||||
| 1216 ARCH STREET SUITE 2A | PHILADELPHIA | PA | 19107 | 231465406 | 501(C)(3) | $25,000 | CAPITAL CAMPAIGN |
| FRIENDS NEIGHBORHOOD GUILD | |||||||
| 701 NORTH 8TH STREET | PHILADELPHIA | PA | 19123 | 231424024 | 501(C)(3) | $23,450 | PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED. |
| GERMANTOWN LIFE ENRICHMENT CENTER | |||||||
| 5722 GREENE ST | PHILADELPHIA | PA | 19144 | 231355132 | 501(C)(3) | $7,500 | TRANSITIONAL HOUSING, MEN'S SHELTER. |
| MOTHERS IN CHARGE | |||||||
| 520 N DELAWARE AVE STE 302 | PHILADELPHIA | PA | 19123 | 300185280 | 501(C)(3) | $12,555 | WOMEN WORKING FOR CHANGE PROGRAM |
| NEW KENSINGTON CDC | |||||||
| 2515 FRANKFORD AVE | PHILADELPHIA | PA | 19125 | 222610536 | 501(C)(3) | $7,500 | NEIGHBORHOOD FUEL ASSISTANCE |
| PHILADELPHIA YEARLY MEETING | |||||||
| 1515 CHERRY STREET | PHILADELPHIA | PA | 19102 | 731646786 | 501(C)(3) | $102,213 | PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS. |
| ST PETER CLAVER SCHOOL | |||||||
| 133 WARD STREET | MACON | GA | 31204 | 580971389 | 501(C)(3) | $30,000 | TO BE USED AT THE PRINCIPAL'S DISCRETION - DAF RECOMMENDATION. |
| WARREN WILSON COLLEGE | |||||||
| PO BOX 9000 | ASHEVILLE | NC | 28815 | 560767736 | 501(C)(3) | $10,000 | NEW ACADEMIC BUILDING |
| WE NEVER SAY NEVER ASSOCIATION INCORPORATED | |||||||
| 4427 LANCASTER AVE | PHILADELPHIA | PA | 19104 | 203273681 | 501(C)(3) | $8,000 | PROVIDE ASSISTANCE WITH HEATING FUEL. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 (2 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 | $163,868 | $0 | $0 | $0 | $0 | $0 | $10,960 | $0 | $7,812 | $0 | $182,640 | $0 | $0 | $0 |
| RICHARD KENT | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $150,245 | $0 | $0 | $0 | $0 | $0 | $9,053 | $0 | $864 | $0 | $160,162 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $102,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | 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 DEBORAH FRAZER IS EMPLOYED BY FRIENDS FOUNDATION FOR THE AGING ("FFA") AS EXECUTIVE DIRECTOR. CHRISTIE DUNCAN-TESSMER IS GENERAL SECRETARY FOR PHILADELPHIA YEARLY MEETING ("PYM"). PYM IS THE NAMED SUPPORTED ORGANIZATION OF FRIENDS FIDUCIARY CORPORATION. CHRISTINA REPOLEY IS THE EXECUTIVE DIRECTOR OF QUAKER VOLUNTARY SERVICE. |
| 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. |
| 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 CONSOLIDATED 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 9,329. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 55,926. |