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FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-24
IRS object ID
201631769349300813
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-06-24T09:57:24-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231968136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS FIDUCIARY CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone2152417272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET NO 1904AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY W PERKINSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2152417272PhoneNum
Signature2016-06-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEFFERY W PERKINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET NO 1904AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,976,036GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FRIENDSFIDUCIARY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE PAGE 2, PART III, LINE 1 FOR THE ORGANIZATION'S MISSION.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers59TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$218,676PYContributionsGrantsAmt
CY Contributions Grants$1,349,526CYContributionsGrantsAmt
PY Program Service Revenue$2,447,531PYProgramServiceRevenueAmt
CY Program Service Revenue$2,657,441CYProgramServiceRevenueAmt
PY Investment Income$514,436PYInvestmentIncomeAmt
CY Investment Income$502,941CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$25,258CYOtherRevenueAmt
PY Total Revenue$3,180,643PYTotalRevenueAmt
CY Total Revenue$4,535,166CYTotalRevenueAmt
PY Grants And Similar Paid$476,857PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$872,288CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$522,972PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$622,357CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,884,909PYOtherExpensesAmt
CY Other Expenses$2,051,024CYOtherExpensesAmt
PY Total Expenses$2,884,738PYTotalExpensesAmt
CY Total Expenses$3,545,669CYTotalExpensesAmt
PY Revenues Less Expenses$295,905PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$989,497CYRevenuesLessExpensesAmt
Total Assets BOY$327,779,674TotalAssetsBOYAmt
Total Assets EOY$335,240,864TotalAssetsEOYAmt
Total Liabilities BOY$315,145,139TotalLiabilitiesBOYAmt
Total Liabilities EOY$322,272,539TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,634,535NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,968,325NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWITHIN 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,201,565ExpenseAmt
Revenue$2,296,889RevenueAmt
DescINVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 300 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

FieldValueIRS element (for citing)
Expense$1,002,238ExpenseAmt
Grant$872,288GrantAmt
Revenue$150,600RevenueAmt
DescGRANTMAKING: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 2015, 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

FieldValueIRS element (for citing)
Expense$180,166ExpenseAmt
Revenue$235,210RevenueAmt
DescPLANNED GIVING:FRIENDS FIDUCIARY CORPORATION PROVIDES PLANNED GIVING ADMINISTRATIVE SERVICES. FRIENDS FIDUCIARY CORPORATION HAS ISSUED MORE THAN 460 CHARITABLE GIFT ANNUITIES TO BENEFIT THE WORK OF QUAKER ORGANIZATIONS WITHIN THE RELIGIOUS SOCIETY OF FRIENDS AND THE CONCERNS OF ITS MEMBERS. IN 2015, GIFTS TOTALING OVER $400,000 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
FieldValueIRS element (for citing)
Total Program Service Expenses$3,383,969TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2152417272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET SUITE 1904AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
LOUISE SENOPOULOS
CHAIRPERSON10.00Yes (X)Yes (X)$0$0$0
THOMAS WILLIAMS
VICE CHAIR6.00Yes (X)Yes (X)$0$0$0
ROGER F WOOD
SECRETARY4.00Yes (X)Yes (X)$0$0$0
SAMUEL ALLEN
TREASURER4.00Yes (X)Yes (X)$0$0$0
GINNY CHRISTENSEN
DIRECTOR2.00Yes (X)$0$0$0
DEBORAH FRAZER
DIRECTOR2.00Yes (X)$0$0$0
BRUCE E HUNT
DIRECTOR4.00Yes (X)$0$0$0
ARTHUR M LARRABEE
DIRECTOR2.00Yes (X)$0$0$0
LOUIS MATLACK
DIRECTOR2.00Yes (X)$0$0$0
H DAVID RAPER
DIRECTOR4.00Yes (X)$0$0$0
NORVAL D REECE
DIRECTOR4.00Yes (X)$0$0$0
DARYL RENSCHLER
DIRECTOR2.00Yes (X)$0$0$0
CHRISTINA REPOLEY
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM SCHMIDT
DIRECTOR4.00Yes (X)$0$0$0
JOHN SLATER
DIRECTOR2.00Yes (X)$0$0$0
ROBERT TAYLOR
DIRECTOR2.00Yes (X)$0$0$0
RICHARD WILLIS JR
DIRECTOR2.00Yes (X)$0$0$0
JOAN COUNTRYMAN
DIRECTOR2.00Yes (X)$0$0$0
CHRISTIE DUNCAN-TESSMER
DIRECTOR2.00Yes (X)$0$0$0
MARK MYERS
DIRECTOR2.00Yes (X)$0$0$0
ROBERT HAYDEN JR
DIRECTOR2.00Yes (X)$0$0$0
JEFFERY W PERKINS
EXECUTIVE DIRECTOR40.00Yes (X)$178,373$0$19,731
RICHARD KENT
CHIEF INVESTMENT OFFICER40.00$137,809$0$9,410Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$316,182TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$29,141TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,349,526AllOtherContributionsAmt
Noncash Contributions$1,348,404NoncashContributionsAmt
Total Contributions$1,349,526TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFEES FOR MANAGED FUNDSDesc
Business523920BusinessCd
Total Revenue Column$2,657,441TotalRevenueColumnAmt
Related Or Exempt Func Income$2,657,441RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,657,441TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$508,396TotalRevenueColumnAmt
Exclusion$508,396ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$435,415SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$440,870SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,455SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,455TotalRevenueColumnAmt
Exclusion-$5,455ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business523920BusinessCd
Total Revenue Column$25,258TotalRevenueColumnAmt
Related Or Exempt Func Income$25,258RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$25,258OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,535,166TotalRevenueColumnAmt
Related Or Exempt Func Income$2,682,699RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$502,941ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$872,288TotalAmt
Program Services$872,288ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$358,157TotalAmt
Program Services$322,330ProgramServicesAmt
Management And General$35,827ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$187,950TotalAmt
Program Services$169,148ProgramServicesAmt
Management And General$18,802ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,502TotalAmt
Program Services$7,652ProgramServicesAmt
Management And General$850ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,763TotalAmt
Program Services$15,087ProgramServicesAmt
Management And General$1,676ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$50,985TotalAmt
Program Services$45,887ProgramServicesAmt
Management And General$5,098ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$46,071TotalAmt
Program Services$43,767ProgramServicesAmt
Management And General$2,304ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,319,769TotalAmt
Program Services$1,319,769ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$113,910TotalAmt
Program Services$85,695ProgramServicesAmt
Management And General$28,215ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$27,670TotalAmt
Program Services$22,136ProgramServicesAmt
Management And General$5,534ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,408TotalAmt
Program Services$20,520ProgramServicesAmt
Management And General$4,888ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$35,439TotalAmt
Program Services$28,581ProgramServicesAmt
Management And General$6,858ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,005TotalAmt
Program Services$36,804ProgramServicesAmt
Management And General$9,201ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$53,264TotalAmt
Program Services$46,439ProgramServicesAmt
Management And General$6,825ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,020TotalAmt
Program Services$2,416ProgramServicesAmt
Management And General$604ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$80,733TotalAmt
Program Services$64,586ProgramServicesAmt
Management And General$16,147ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
BACK OFFICE SERVICES$242,407$228,340$14,067
STATE REGISTRATION$24,868$24,868
MISCELLANEOUS EXPENSES$16,615$13,333$3,282
DUES AND SUBSCRIPTIONS$15,845$14,323$1,522

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,545,669TotalAmt
Program Services$3,383,969ProgramServicesAmt
Management And General$161,700ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,303BOYAmt
EOY$74,989EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,237,446BOYAmt
EOY$10,200,306EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,747BOYAmt
EOY$37,876EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$176,187LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$168,504LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,703BOYAmt
EOY$7,683EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$317,335,352BOYAmt
EOY$324,813,054EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$119,123BOYAmt
EOY$106,956EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$327,779,674BOYAmt
EOY$335,240,864EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,122,795BOYAmt
EOY$1,179,623EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$314,022,344BOYAmt
EOY$321,092,916EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$315,145,139BOYAmt
EOY$322,272,539EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,937,522BOYAmt
EOY$2,841,036EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,982,560BOYAmt
EOY$6,611,607EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,714,453BOYAmt
EOY$3,515,682EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,634,535BOYAmt
EOY$12,968,325EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$327,779,674BOYAmt
EOY$335,240,864EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$989,497ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$607,854NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$47,853OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations298SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (298 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
15TH STREET MONTHLY MEETING
51014186510$0$0
ALBANY FRIENDS MEETING
14602506610$0$0
ALBUQUERQUE MONTHLY MEETING
85600971110$0$0
ALFRED COPE BOOK TRUST
23673240690$0$0
ALFRED MONTHLY MEETING
16128568810$0$0
ALTERNATIVES TO VIOLENCE PROJECT I
13301470670$0$0
AMERICAN FRIENDS SERVICE COMMITTEE
23135201010$0$0
ANN ARBOR FRIENDS MEETING
38250896510$0$0
ANNA T JEANES FOUNDATION
23220340690$0$0
ANNAPOLIS FRIENDS MEETING
52116831910$0$0
ARNEYS MOUNT PREPARATIVE MEETING
2223062431Yes (1)$0$0
ARTHUR MORGAN SCHOOL INC
56225710020$0$0
ATLANTIC CITY AREA MONTHLY MEETING
2233611701Yes (1)$0$0
BALTIMORE YEARLY MEETING
52085630910$0$0
BARCLAY FRIENDS
23208847630$0$0
BARNEGAT MONTHLY MEETING
7316467861Yes (1)$0$0
BELLINGHAM MONTHLY MEETING
91198337110$0$0
BEN LOMOND QUAKER CENTER
94283113790$30,000$0
BETHESDA FRIENDS MEETING
52200394710$0$0
BIBLE ASSOCIATION OF FRIENDS IN AME
23626489020$0$0
BIRMINGHAM MONTHLY MEETING
7316467861Yes (1)$0$0
BOISE VALLEY SOCIETY OF FRIENDS
45404004820$0$0
BOLIVIAN QUAKER EDUCATION FUND
11365087920$0$0
BOULDER FRIENDS MEETING
84605299710$0$0
BRADFORD MONTHLY MEETING
7316467861Yes (1)$0$0
BRISTOL MONTHLY MEETING
73164678610$0$0
BROADMEAD RESIDENTS ASSOCIATION
52125528130$0$0
BUCKINGHAM MONTHLY MEETING
7316467861Yes (1)$0$0
BUCKS QTRLY MTG BOARDING HOME
23136533070$0$0
BUCKS QUARTERLY MEETING
2372012221Yes (1)$0$0
BURLINGTON MONTHLY MEETING
22218558310$0$0
BURLINGTON QUARTERLY MEETING
2221855831Yes (1)$0$0
BUTTERNUTS MONTHLY MEETING
13567942410$0$0
BYBERRY MONTHLY MEETING
7316467861Yes (1)$0$0
CADBURY AT CHERRY HILL
22218246870$0$0
CADBURY LIFE CARE AT HOME
22356650490$0$0
CAMDEN FRIENDS MEETING
5160156981Yes (1)$0$0
CAMP DARK WATERS
22374808390$0$0
CAMP DARK WATERS CAMPERSHIP TRUST
22374808390$0$0
CAMP DARK WATERS STIF
22374808390$0$0
CEDAR GROVE FRIENDS MEETING
46394308710$0$0
CENTRAL PHILADELPHIA MONTHLY MEETING
2326263981Yes (1)$0$0
CENTRE MONTHLY MEETING
5103707891Yes (1)$0$0
CHANDLER HALL AUXILIARY
23236512470$0$0
CHAPEL HILL FRIENDS MEETING
56159917310$0$0
CHAPPAQUA MONTHLY MEETING
13264721710$0$0
CHARLESTON MONTHLY MEETING
55075171610$0$0
CHATHAM-SUMMIT MONTHLY MEETING
22359494110$0$0
CHESTER MONTHLY MEETING
7316467861Yes (1)$0$0
CHESTER RIVER MONTHLY MEETING
5210957841Yes (1)$0$0
CHESTNUT HILL MONTHLY MEETING
7316467861Yes (1)$0$0
CINCINNATI MONTHLY MEETING
31604540810$0$0
CLAREMONT MONTHLY MEETING
95290610910$0$0
CLARENCE & LILLY PICKETT ENDOWMENT
42139199790$0$0
CLEARWATER FRIENDS MEETING
51017576010$0$0
CLEVELAND FRIENDS MEETING
34653623910$0$0
COLLINS FRIENDS MEETING
16138355310$0$0
COLORA PREPARATIVE MEETING
0436489111Yes (1)$0$0
COLORADO SPRINGS FRIENDS MEETING
84106992010$0$0
COLUMBIA FRIENDS MEETING
57220491510$0$0
CONCORD MONTHLY MEETING
7316467861Yes (1)$0$0
CONCORD QUARTERLY MEETING
2327412001Yes (1)$0$0
CORNWALL MONTHLY MEETING
14163705310$0$0
CROPWELL MONTHLY MEETING
7316467861Yes (1)$0$0
CROSSWICKS MONTHLY MEETING
7316467861Yes (1)$8,175$0
DARBY MONTHLY MEETING
7316467861Yes (1)$0$0
DAYTON FRIENDS MEETING
31129223610$0$0
DOYLESTOWN FRIENDS MEETING
7316467861Yes (1)$0$0
DUNNINGS CREEK MONTHLY MEETING
25410962410$0$0
ELKLAND PREPARATIVE MEETING
7316467861Yes (1)$0$0
ELSIE K POWELL HOUSE
14146796790$0$0
EXETER MONTHLY MEETING
7316467861Yes (1)$0$0
FAIR HILL BURIAL GROUND
23272491470$0$0
FALLOWFIELD MONTHLY MEETING
2326998601Yes (1)$0$0
FALLSINGTON MONTHLY MEETING
7316467861Yes (1)$0$0
FARM AND WILDERNESS FOUNDATION INC
03022896590$0$0
FARMINGTON FRIENDS CHURCH
16605121410$0$0
FARMINGTON-SCIPIO REGIONAL MEETING
80041079910$0$0
FCL EDUCATION FUND
94668375020$0$0
FCNL EDUCATION FUND
52125448920$250,000$0
FLUSHING MONTHLY MEETING
11264878310$0$0
FORT LAUDERDALE FRIENDS MEETING
59122646310$0$0
FORT MYERS MONTHLY MEETING
65060736110$0$0
FRANKFORD FRIENDS SCHOOL
23135263420$0$0
FRANKFORD MONTHLY MEETING
7316467861Yes (1)$0$0
FREDERICK MONTHLY MEETING
52190136210$0$0
FREDONIA FRIENDS MEETING
23726382710$0$0
FRIENDS ASSN CARE & PROTECT CHILD
23138100670$0$0
FRIENDS ASSOC FOR HIGHER EDUCATION
58145391590$0$0
FRIENDS CAMP ASSOCIATION OF PENNSYL
23639615890$0$0
FRIENDS CENTRAL SCHOOL
23135263620$0$0
FRIENDS COUNCIL ON EDUCATION
23135214790$0$0
FRIENDS FOUNDATION AT WOODSTOWN
22214615990$0$0
FRIENDS GENERAL CONFERENCE
23135214810$0$0
FRIENDS HISTORICAL ASSOCIATION
23629951070$0$0
FRIENDS MEETING AT CAMBRIDGE
04210424110$0$0
FRIENDS MEETING OF AUSTIN
74158933110$0$0
FRIENDS MEETING OF LOUISVILLE
61101279010$0$0
FRIENDS MEETING OF SAN ANTONIO
74214931610$0$0
FRIENDS MEETING OF WASHINGTON
53020469810$0$0
FRIENDS NEIGHBORHOOD GUILD
23142402470$6,000$0
FRIENDS OF RAMALLAH FRIENDS MEETING
56259013310$0$0
FRIENDS OF TAYLOR WILDLIFE PRESERVE
22355923690$0$0
FRIENDS PENSION
23135214610$0$0
FRIENDS PUBLISHING CORPORATION
23146540690$18,000$0
FRIENDS REHABILITATION PROGRAM
23639876490$24,924$0
FRIENDS SCHOOL IN DETROIT
38175390020$0$0
FRIENDS SCHOOL MULLICA HILL
22190316620$1,800$0
FRIENDS SCHOOL OF ATLANTA
58191831820$0$0
FRIENDS SCHOOL OF MINNESOTA
36358674120$0$0
FRIENDS SELECT ALUMNI ASSNBARTLET
23060437090$0$0
FRIENDS UNITED MEETING
35087757310$0$0
FRIENDS VILLAGE AT WOODSTOWN
21045584710$0$0
FRIENDS WORLD COMMITTEE FOR CONSULT
23135336220$0$0
FUM ENDOWMENT-RFS GEN SCHOLARSHIPS
35087757310$0$0
GEORGE FOX FRIENDS SCHOOL
23280838920$0$0
GEORGE SCHOOL
33104496820$0$0
GOOSE CREEK MONTHLY MEETING CEMETER
54604466610$0$0
GOSHEN MONTHLY MEETING
7316467861Yes (1)$0$0
GREEN STREET FRIENDS SCHOOL
30092341420$1,800$0
GREEN STREET MONTHLY MEETING
2362599781Yes (1)$0$0
GREEN STREET MONTHLY MEETING TRUSTEE
2362599781Yes (1)$0$0
GREENE STREET FRIENDS SCHOOL
23135264320$1,800$0
GREENWICH FRIENDS MEETING
7316467861Yes (1)$0$0
GUNPOWDER FRIENDS MEETING
52136997910$0$0
HADDONFIELD FRIENDS SCHOOL
35237604620$0$0
HADDONFIELD MONTHLY MEETING
7316467861Yes (1)$0$0
HADDONFIELD QUARTERLY MEETING
2235288001Yes (1)$0$0
HARRISBURG MONTHLY MEETING
2226836081Yes (1)$0$0
HAVERFORD MONTHLY MEETING
2313523181Yes (1)$0$0
HAVERFORD QUARTERLY MEETING
2328570621Yes (1)$0$0
HOCKESSIN MONTHLY MEETING
5160151391Yes (1)$0$0
HOMEWOOD FRIENDS MEETING
52060796210$0$0
HONOLULU FRIENDS MEETING
99010753210$0$0
HOPEWELL CENTRE FRIENDS MEETING
54101209410$0$0
HORSHAM MONTHLY MEETING
7316467861Yes (1)$0$0
HUNTINGDON MONTHLY MEETING
7316467861Yes (1)$0$0
INCORP TRUSTEES OF ABINGTON MONTHLY
2313608331Yes (1)$0$0
INCORPORATED TRUSTEES OF ABINGTON Q
2363921231Yes (1)$0$0
JEANES HOSPITAL
23282604530$0$0
JOHN BARNES TRUSTEES INC
23625165210$0$0
JOHN WOOLMAN MEMORIAL ASSOCIATION
21068153670$0$0
KENNETT MONTHLY MEETING
2360509211Yes (1)$0$0
LA JOLLA MM SCHOLARSHIP COMMITTEE
33067700510$0$0
LAKE ERIE YEARLY MEETING
31122539610$0$0
LANCASTER MONTHLY MEETING
7316467861Yes (1)$0$0
LANSDOWNE FRIENDS SCHOOL
23136085620$0$0
LANSDOWNE MONTHLY MEETING
2328019251Yes (1)$0$0
LAWRENCE MONTHLY MEETING
05600291410$0$0
LEHIGH VALLEY MONTHLY MEETING
2321228161Yes (1)$0$0
LITTLE EGG HARBOR MEETING
7316467861Yes (1)$0$0
LITTLE RED SCHOOLHOUSE
52198108220$0$0
LONDON GROVE MONTHLY MEETING
7316467861Yes (1)$0$0
MAKEFIELD YARDLEY
23642477310$0$0
MANASQUAN MONTHLY MEETING
22305329610$0$0
MARIN FRIENDS MEETING
52159139810$0$0
MARLBOROUGH MONTHLY MEETING
7316467861Yes (1)$0$0
MEDFORD MONTHLY MEETING
2226836191Yes (1)$0$0
MEDFORD MONTHLY MEETING GRAVEYARD
22268361910$0$0
MEDIA MONTHLY MEETING
7316467861Yes (1)$0$0
MEDIA-PROVIDENCE FRIENDS SCHOOL
23138617720$1,800$0
MEMPHIS FRIENDS MEETING
59122646310$0$0
MENALLEN MONTHLY MEETING
23190740110$0$0
MERION MONTHLY MEETING
7316467861Yes (1)$0$0
MIAMI FRIENDS MEETING
35154668910$0$0
MICKLETON MONTHLY MEETING
5219810821Yes (1)$0$0
MIDDLETOWN FRIENDS MEETING - NEYM
06121991410$0$0
MIDDLETOWN MONTHLY MEETING - BUCKS
7316467861Yes (1)$0$0
MIDDLETOWN MONTHLY MEETING - CONCOR
7316467861Yes (1)$0$0
MIDDLETOWN PREPARATIVE MEETING
7316467861Yes (1)$0$0
MILL CREEK MONTHLY MEETING
7316467861Yes (1)$0$0
MILLVILLE MONTHLY MEETING
23273356010$0$0
MILWAUKEE MONTHLY MEETING
39155288510$0$0
MOHAWK VALLEY MONTHLY MEETING
27010291010$0$0
MONTCLAIR MONTHLY MEETING
22150858910$0$0
MONTEREY PENINSULA FRIENDS MEETING
77000939910$0$0
MONTHLY MTG OF FRIENDS OF PHILADELP
2329970651Yes (1)$0$0
MONTHLY MTG OF FRIENDS OF PHILA-SCH
2329970651Yes (1)$0$0
MOORESTOWN FRIENDS SCHOOL
21063449720$0$0
MOORESTOWN MONTHLY MEETING
2106430231Yes (1)$0$0
MT HOLLY MONTHLY MEETING
7607462991Yes (1)$0$0
MULLICA HILL MONTHLY MEETING
2260497641Yes (1)$0$0
MULTNOMAH MONTHLY MEETING
93081561410$0$0
NEW ASSOCIATION OF FRIENDS
46307103110$0$0
NEW BRUNSWICK MONTHLY MEETING
35248251310$0$0
NEW GARDEN FRIENDS MEETING-NC
56086029810$0$0
NEW GARDEN FRIENDS SCHOOL
56100223620$0$0
NEW GARDEN MONTHLY MEETING
2362611211Yes (1)$0$0
NEW YORK QUARTERLY MEETING
13562857010$0$0
NEW YORK YEARLY MEETING
13567942410$0$0
NEWTON MONTHLY MEETING
7316467861Yes (1)$0$0
NEWTOWN FRIENDS SCHOOL
23135266620$0$0
NEWTOWN MONTHLY MEETING
2372638271Yes (1)$0$0
NEWTOWN SQUARE MONTHLY MEETING
7316467861Yes (1)$0$0
NISEI STUDENT RELOCATION
06102190670$0$0
NORRISTOWN MONTHLY MEETING
2226836211Yes (1)$0$0
NORTH CAROLINA YM (CONSERVATIVE)
56130555610$0$0
NORTHERN YEARLY MEETING
41218403710$0$0
NOTTINGHAM MONTHLY MEETING
23208161810$0$0
OAK LANE DAY CARE
23273194590$0$0
OLD CALN MEETINGHOUSE
7316467861Yes (1)$0$0
OLD HAVERFORD MONTHLY MEETING
2329264881Yes (1)$0$0
ORANGE COUNTY FRIENDS MEETING
30050780510$0$0
ORANGE GROVE MONTHLY MEETING
95208486610$0$0
PACIFIC YEARLY MEETING
94154524910$0$0
PACIFIC YEARLY MEETING HOLDING CORP
94164665610$0$0
PALM BEACH MONTHLY MEETING
59122646310$0$0
PALO ALTO FRIENDS MEETING
94610606810$0$0
PENDLE HILL
23135225590$0$0
PENN VALLEY FRIENDS MEETING
73166877510$0$0
PENNSDALE MONTHLY MEETING
7316467861Yes (1)$0$0
PHILADELPHIA QUARTERLY MEETING
2316786151Yes (1)$0$0
PHILADELPHIA YEARLY MEETING
7316467861Yes (1)$91,726$0
PHOENIX FRIENDS MONTHLY MEETING
38371191010$0$0
PLUMSTEAD FRIENDS MEETING
7316467861Yes (1)$0$0
PLYMOUTH MEETING FRIENDS SCHOOL
23137050320$0$0
PLYMOUTH MONTHLY MEETING TRUSTEES
7316467861Yes (1)$0$0
POUGHKEEPSIE MONTHLY MEETING
14602698410$0$0
PRINCETON MONTHLY MEETING
2107384251Yes (1)$0$0
PRISONER VISITATION & SUPPORT
23198507670$0$0
PRO NICA
82054698790$0$0
PROVIDENCE (RI) MONTHLY MEETING
05601714810$0$0
PROVIDENCE MONTHLY MEETING
2328498631Yes (1)$0$0
PURCHASE MONTHLY MEETING
26339661910$0$0
PURCHASE QUARTERLY MEETING
13380149610$0$0
QUAKER HEIGHTS FOUNDATION LLC
31157504890$0$0
QUAKER SCHOOL AT HORSHAM
23220007220$1,800$0
QUAKER UNIVERSALIST FELLOWSHIP
22248221120$0$0
QUAKERTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
RADNOR FRIENDS MEETING
7316467861Yes (1)$0$0
RALEIGH FRIENDS MEETING
56217686510$0$0
RANCOCAS FRIENDS SCHOOL
21070380520$0$0
RANCOCAS MONTHLY MEETING
2222186571Yes (1)$0$0
READING MONTHLY MEETING
2362455601Yes (1)$0$0
RICHLAND MONTHLY MEETING
7316467861Yes (1)$0$0
RIDGEWOOD MONTHLY MEETING
22313459210$0$0
RIGHT SHARING OF WORLD RESOURCES
31163620970$0$0
ROCHESTER FRIENDS MEETING
41167550710$0$0
ROCKLAND FRIENDS MEETING
13614484010$0$0
SALEM MONTHLY MEETING
2222866491Yes (1)$0$0
SALEM QUARTERLY MEETING
2160182931Yes (1)$0$0
SAN FRANCISCO FRIENDS MEETING
94163058810$0$0
SANDY SPRING MONTHLY MEETING
52110594210$0$0
SANTA MONICA MONTHLY MEETING
95397623410$0$0
SARANAC LAKE MONTHLY MEETING
13567942410$0$0
SARASOTA MONTHLY MEETING
59656087710$0$0
SARATOGA MONTHLY MEETING
83048606810$0$0
SCARSDALE MONTHLY MEETING
13622349210$0$0
SCHUYKILL MEETING OF FRIENDS
7316467861Yes (1)$0$0
SOLEBURY FRIENDS MEETING
7316467861Yes (1)$0$0
SOUTH CENTRAL YEARLY MEETING
76009453910$0$0
SOUTH MOUNTAIN FRIENDS MEETING
93116356010$0$0
SOUTH SEATTLE FRIENDS MEETING
27150778610$0$0
SOUTHAMPTON MONTHLY MEETING
7316467861Yes (1)$0$0
SOUTHEASTERN YEARLY MEETING
59122646310$0$0
SOUTHEASTERN YEARLY MEETING TRUSTEE
59122646310$0$0
SPRINGFIELD MONTHLY MEETING
2362693901Yes (1)$0$0
ST PETERSBURG MONTHLY MEETING
59122646310$0$0
STAPELEY IN GERMANTOWN
23214515290$0$0
STATE COLLEGE MONTHLY MEETING
7316467861Yes (1)$0$0
STRATFORD FRIENDS SCHOOL
23199982820$1,800$0
STRAWBERRY CREEK MONTHLY MEETING
94246403710$0$0
SWARTHMORE MONTHLY MEETING
7316467861Yes (1)$0$0
TAKOMA PARK PREPARATIVE MEETING
52604475010$0$0
TEMPE FRIENDS MONTHLY MEETING
86063403410$0$0
THE FIDUCIARY TRUSTEES OF OHIO YEAR
31604345210$0$0
THE HICKMAN
23135214470$0$0
THIRD HAVEN MONTHLY MEETING
5206899181Yes (1)$0$0
THIRD HAVEN MONTHLY MEETING TRUSTEE
2313521461Yes (1)$0$0
THIRD HAVEN SCHOLARSHIP COMMITTEE
5206899181Yes (1)$0$0
TRENTON MONTHLY MEETING
2106947451Yes (1)$0$0
UNITY MONTHLY MEETING
7316467861Yes (1)$0$0
UPPER DUBLIN GRAVEYARD
2313396761Yes (1)$0$0
UPPER DUBLIN MONTHLY MEETING
2313396761Yes (1)$0$0
UWCHLAN MONTHLY MEETING
7316467861Yes (1)$0$0
VALLEY MONTHLY MEETING
2326111751Yes (1)$0$0
VIRGINIA BEACH FRIENDS MEETING
54110974010$0$0
WELLESLEY MONTHLY MEETING
22248362510$0$0
WEST CHESTER MONTHLY MEETING
7316467861Yes (1)$0$0
WEST GROVE AREA DAYCARE CENTER
23210374520$0$0
WEST GROVE MONTHLY MEETING
7316467861Yes (1)$0$0
WEST RICHMOND FRIENDS MEETING
35105722710$0$0
WESTBURY MONTHLY MEETING
11174599910$0$0
WESTERN QUARTERLY MEETING
23194262610$0$0
WESTFIELD FRIENDS SCHOOL
20099470220$0$0
WESTFIELD MONTHLY MEETING
2106381621Yes (1)$0$0
WESTTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
WESTTOWN SCHOOL
23135269020$0$0
WHITTIER MONTHLY MEETING
25155999010$0$0
WICOMICO RIVER FRIENDS MEETING
2033407441Yes (1)$0$0
WILLISTOWN MONTHLY MEETING TRUSTEES
2326238531Yes (1)$0$0
WILMINGTON MONTHLY MEETING TRUSTEES
5100800621Yes (1)$0$0
WOODBURY MONTHLY MEETING
7316467861Yes (1)$0$0
WOODSTOWN MONTHLY MEETING
7316467861Yes (1)$0$0
WOOSTER MONTHLY MEETING
34156749510$0$0
WRIGHTSTOWN MONTHLY MEETING
2313704351Yes (1)$0$0
YARDLEY MONTHLY MEETING
7316467861Yes (1)$0$0
YOUNG FRIENDS AID ASSOCIATION
13601775510$0$0
FieldValueIRS element (for citing)
Supported Organizations Total298SupportedOrganizationsTotalCnt
Support Sum$439,625SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (1)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, QUESTION 1THE 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 3ALL 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 2AFRIENDS 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 2BTHE 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 REMAINDERR OF GIFTS MANAGED BY FFC DIRECTLY SUPPORT THE SUPPORTED ORGANIZATIONS.
PART IV, SECTION A, QUESTION 6FRIENDS 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held4DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,348,404DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$473,543DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$1,738,614DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,873,026BeginningYearBalanceAmt
Contributions$179,209ContributionsAmt
Investment Earnings Or Losses$797,636InvestmentEarningsOrLossesAmt
Grants Or Scholarships$603,575GrantsOrScholarshipsAmt
End Year Balance$11,246,296EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,641,265BeginningYearBalanceAmt
Contributions$75,657ContributionsAmt
Investment Earnings Or Losses$1,674,972InvestmentEarningsOrLossesAmt
Grants Or Scholarships$518,868GrantsOrScholarshipsAmt
End Year Balance$10,873,026EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,062,244BeginningYearBalanceAmt
Contributions$200,671ContributionsAmt
Investment Earnings Or Losses$977,911InvestmentEarningsOrLossesAmt
Grants Or Scholarships$599,561GrantsOrScholarshipsAmt
End Year Balance$9,641,265EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,501,324BeginningYearBalanceAmt
Contributions$24,663ContributionsAmt
Investment Earnings Or Losses$65,982InvestmentEarningsOrLossesAmt
Grants Or Scholarships$529,725GrantsOrScholarshipsAmt
End Year Balance$9,062,244EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.15830BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29420PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.54750TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch R0RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,544OtherCostOrOtherBasisAmt
Depreciation$90,076DepreciationAmt
Book Value$468BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$85,643OtherCostOrOtherBasisAmt
Depreciation$78,428DepreciationAmt
Book Value$7,215BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,683TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescASSETS HELD FOR BENEFIT OF OTHERSDesc
Amt$321,092,916Amt
FieldValueIRS element (for citing)
Total Liability$321,092,916TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,879,459TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$607,854NetUnrealizedGainsInvstAmt
Other Revenue-$47,853OtherRevenueAmt
Revenue Not Reported-$655,707RevenueNotReportedAmt
Revenue Subtotal$4,535,166RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,535,166TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,545,669TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,545,669ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,545,669TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -12,167. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -35,686.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BEN LOMOND QUAKER CENTER ASSOCIATION
PO BOX 686BEN LOMONDCA95005942831137501(C)(3)$30,000PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
CHEYNEY UNIVERSITY
1837 UNIVERSITY CIRCLECHEYNEYPA19319237148064501(C)(3)$178,200PROVIDE SCHOLARSHIPS AND TEACHER INTERN GRANTS.
CROSSWICKS MONTHLY MEETING
PO BOX 456CROSSWICKSNJ08515222068867501(C)(3)$8,175PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
DIVERSIFIED COMMUNITY SERVICES
1529 S 22ND STREETPHILADELPHIAPA19146231365980501(C)(3)$6,000PROVIDE FINANCIAL ASSISTANCE FOR EMERGENCY OIL DELIVERIES
DORCAS SOCIETY CO FRIENDS SELECT SCHOOL
17TH BEN FRANKLIN PARKWAYPHILADELPHIAPA19103230604370501(C)(3)$10,718PROVIDE 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 STSANTA CRUZCA95060237209584501(C)(3)$6,000FOR FILM "BOYS WHO SAID NO"
FCNL EDUCATION FUND
245 SECOND ST NEWASHINGTONDC20002521254489501(C)(3)$297,273PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
FRIENDS JOURNAL
1216 ARCH STREET SUITE 2APHILADELPHIAPA19107231465406501(C)(3)$14,181PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
FRIENDS NEIGHBORHOOD GUILD
701 NORTH 8TH STREETPHILADELPHIAPA19123231424024501(C)(3)$6,000PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED.
FRIENDS PUBLISHING CORPORATION
1216 ARCH STREET SUITE 2APHILADELPHIAPA19107231465406501(C)(3)$18,000WEBSITE REDESIGN PROJECT.
GUADALUPE CENTER EDUCATIONAL PROGRAM INC
1385 NO 1200 WSALT LAKE CITYUT84116870299521501(C)(3)$9,454PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$14,181PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
NEW KENSINGTON CDC
2515 FRANKFORD AVENUEPHILADELPHIAPA19125222610536501(C)(3)$9,000PROVIDE ASSISTANCE WITH HEATING FUEL.
PHILADELPHIA INDEPENDENT MISSION SCHOOLS (INDEPENDENCE MISSION SCHOOLS)
500 NORTH GULPH ROAD SUITE 100KING OF PRUSSIAPA19406454720688501(C)(3)$50,000PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
PHILADELPHIA YEARLY MEETING
1515 CHERRY STREETPHILADELPHIAPA19102731646786501(C)(3)$91,726PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS.
ST PETER CLAVER SCHOOL
133 WARD STREETMACONGA31204580971389501(C)(3)$10,000TO BE USED AT THE PRINCIPAL'S DISCRETION.
SOJOURNER HOUSE
PO BOX 13758PHILADELPHIAPA19101231984838501(C)(3)$5,500PROVIDE SUPPORT FOR HOMELESS TRANSITIONAL HOUSING.
WE NEVER SAY NEVER ASSOCIATION INCORPORATED
4427 LANCASTER AVEPHILADELPHIAPA19104203273681501(C)(3)$6,500PROVIDE ASSISTANCE WITH HEATING FUEL.
FRIENDS REHAB & FRIENDS NEIGHBORHOOD GUILD
704 W GIRARD AVE 706PHILADELPHIAPA19123231424024501(C)(3)$24,924NEIGHBORHOOD FUEL ASSISTANCE
GERMANTOWN LIFE ENRICHMENT CENTER
5722 GREENE STPHILADELPHIAPA19144231355132501(C)(3)$6,000TRANSITIONAL HOUSING, MEN'S SHELTER
THE SHALOM CENTER
13516 MORGAN DRSPLENDORATX77372742107810501(C)(3)$10,000EARTH QUAKER ACTION TEAM: BOARD RETREAT, FUNDRAISING TRAINING, WORKING CAPITAL
UTAH RIVERS COUNCIL
1055 E 2100 S STE 204SALT LAKE CITYUT84106870538450501(C)(3)$9,454PROVIDE ASSISTANCE WITH OPERATING EXPENSES.
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFFC 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

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFFERY W PERKINSPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$178,373BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$11,333DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$8,398NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$198,104TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,348,404NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BUSINESS RELATIONSHIPS AMONG BOARD MEMBERS ROBERT TAYLOR AND THOMAS WILLIAMS BOTH SERVED ON THE BOARD OF DIRECTORS FOR OCTAVIA HILL ASSOCIATION, WHICH HAS NO BUSINESS RELATIONSHIP WITH FRIENDS FIDUCIARY CORPORATION. DEBORAH FRAZER IS EMPLOYED BY FRIENDS FOUNDATION FOR THE AGING ("FFA") AS EXECUTIVE DIRECTOR; LOU MATLACK IS A TRUSTEE OF FFA. CHRISTIE DUNCAN-TESSMER IS GENERAL SECRETARY FOR PHILADELPHIA YEARLY MEETING ("PYM"). PYM IS THE NAMED SUPPORTED ORGANIZATION OF FRIENDS FIDUCIARY CORPORATION. GINNY CHRISTENSEN PROVIDES CONSULTING SERVICES AT FRIENDS SCHOOL MULLICA HILL AND HADDONFIELD FRIENDS SCHOOL. BILL SCHMIDT IS A TRUSTEE AT FRIENDS SCHOOL MULLICA HILL AND LOUISE SENOPOULOUS IS A TRUSTEE AT HADDONFIELD FRIENDS SCHOOL.
FORM 990, PART VI, SECTION B, LINE 11GOVERNING 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 12CMONITORING 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 COMPLETE QUESTIONNAIRES ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15PROCESS 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. 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 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ANNUAL AUDIT OF FRIENDS FIDUCIARY CORPORATION'S CONSOLIDATED FUND, QUAKER INDEX FUND AND QUAKER GREEN FUND IS AVAILABLE UPON REQUEST TO CONSTITUENT ORGANIZATIONS AND PROSPECTIVE INVESTOR ORGANIZATIONS. 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 -12,167. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -35,686.