FRIENDS FIDUCIARY CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS FIDUCIARY CORPORATION (EIN 23-1968136)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-02
- IRS object ID
- 201301839349300300
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-02T05:05:07-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896692 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231968136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY CORPORATION OF PHILADELPHIA | BusinessNameLine1 |
| Business Name Line2 | YEARLY MEETING OF FRIENDS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FIDU | NameControl |
| Phone | 2152417272 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ARCH STREET NO 1904 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERY W PERKINS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2152417272 | Phone |
| Date Signed | 2013-07-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIANNE MAK | Name |
| PTIN | P00297744 | PTIN |
| Phone | 2155677770 | Phone |
| Date Prepared | 2013-07-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS FIDUCIARY CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFERY W PERKINS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ARCH STREET NO 1904 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3067824 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FRIENDSFIDUCIARY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | GUIDED BY QUAKER PRINCIPLES, VALUES AND TESTIMONIES, FRIENDS FIDUCIARY (CONTINUED ON SCHEDULE O) PROVIDES PRUDENT, COST-EFFECTIVE MANAGEMENT OF FINANCIAL ASSETS FOR FRIENDS ORGANIZATIONS FOLLOWING QUAKER VALUES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 53 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 36202 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 216418 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2113024 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2195162 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 470541 | InvestmentIncomePriorYear |
| Investment Income Current Year | 455626 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2619767 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2867206 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 473435 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 565038 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 561258 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 557416 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1592256 | OtherExpensePriorYear |
| Other Expenses Current Year | 1683905 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2626949 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2806359 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -7182 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 60847 | RevenuesLessExpensesCY |
| Total Assets BOY | 252718078 | TotalAssetsBOY |
| Total Assets EOY | 272913163 | TotalAssetsEOY |
| Total Liabilities BOY | 242750409 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 262341263 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9967669 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10571900 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1679824 | Expense |
| Revenue | 1868529 | Revenue |
| Description | INVESTMENT MANAGEMENT SERVICES:FRIENDS FIDUCIARY PROVIDES PRUDENT, COST EFFECTIVE, PROFESSIONAL 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 ACTIVITIES, SUCH AS RESOLUTIONS AND COMPANY DIALOGUES - ALL GUIDED BY OUR FAITH BASED TESTIMONIES AND CONCERNS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 720540 | Expense |
| Grants | 565037 | Grants |
| Revenue | 125455 | Revenue |
| Description | GRANTMAKING:FRIENDS FIDUCIARY 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 2012, OVER 100 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 161170 | Expense |
| Revenue | 201178 | Revenue |
| Description | PLANNED GIVING:FRIENDS FIDUCIARY HAS ISSUED OVER 300 CHARITABLE GIFT ANNUITIES TO BENEFIT THE WORK OF QUAKER ORGANIZATIONS WITHIN THE RELIGIOUS SOCIETY OF FRIENDS AND THE CONCERNS OF ITS MEMBERS. IN 2012, GIFTS TOTALING OVER $1,200,000 WERE RECEIVED TO ESTABLISH CHARITABLE GIFT ANNUITIES, WHICH WILL EVENTUALLY BENEFIT OVER 70 DIFFERENT QUAKER ORGANIZATIONS WORKING IN AREAS OF EDUCATION, AGING CONCERNS AND OTHER CHARITABLE PURPOSES OF IMPORTANCE TO FRIENDS. FRIENDS FIDUCIARY PROVIDES PLANNED GIVING ADMINISTRATION SERVICES AS WELL AS INVESTMENT MANAGEMENT OF GIFTED ASSETS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2561534 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 242 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2152417272 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 ARCH STREET SUITE 1904 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LOUISE WILLAMS SENOPOULOS | |||||||
| CHAIRPERSON | 10.00 | X | X | 0 | 0 | 0 | |
| THOMAS WILLIAMS | |||||||
| VICE CHAIR | 6.00 | X | X | 0 | 0 | 0 | |
| ROGER F WOOD | |||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 | |
| SAMUEL ALLEN | |||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 | |
| SYLVIA BRONNER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GINNY CHRISTENSEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOHN M COLEMAN | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| BRUCE E HUNT | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| ARTHUR M LARRABEE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LOUIS MATLACK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LAURI PERMAN | |||||||
| DIRECTOR (JAN - FEB) | 1.00 | X | 0 | 0 | 0 | ||
| H DAVID RAPER | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| NORVAL D REECE | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| DARYL RENSCHLER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM SCHMIDT | |||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | ||
| JOHN SLATER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| FRANCIS STRAWBRIDGE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT TAYLOR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES UFFORD JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD WILLIS JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEFFERY W PERKINS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 160263 | 0 | 10652 | ||
| RICHARD KENT | |||||||
| CHIEF INVESTMENT OFFICER | 40.00 | 126506 | 0 | 6110 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 286769 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16762 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BOSTON COMMON ASSET MANAGEMENT | |||||
| 84 STATE STREET SUITE 1000 | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT | 197219 |
| ACCUTECH SYSTEMS | |||||
| 2620 N ACCUTECH WAY | MUNCIE | IN | 47304 | BACK OFFICE SUPPORT | 189389 |
| BRANDYWINE GLOBAL INVESTMENT MGMT LLC | |||||
| W510207 PO BOX 7777 | PHILADELPHIA | PA | 19175 | INVESTMENT MANAGEMENT | 152288 |
| PAYDEN & RYGEL | |||||
| 333 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90071 | INVESTMENT MANAGEMENT | 151747 |
| CHICAGO EQUITY PARTNERS | |||||
| 6069 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | INVESTMENT MANAGEMENT | 129427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 216418 | AllOtherContributions |
| Noncash Contributions | 200618 | NoncashContributions |
| Total Contributions | 216418 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES FOR MANAGED FUNDS | Description |
| Business Code | 523920 | BusinessCode |
| Total Revenue Column | 2195162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2195162 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2195162 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 453231 | TotalRevenueColumn |
| Exclusion | $453,231 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203013 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 200618 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2395 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2395 | TotalRevenueColumn |
| Exclusion | $2,395 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2867206 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2195162 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $455,626 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565038 | Total |
| Program Services | 565038 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170262 | Total |
| Program Services | 144723 | ProgramServices |
| Management And General | 25539 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284514 | Total |
| Program Services | 241837 | ProgramServices |
| Management And General | 42677 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48585 | Total |
| Program Services | 41297 | ProgramServices |
| Management And General | 7288 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24995 | Total |
| Program Services | 21458 | ProgramServices |
| Management And General | 3537 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29060 | Total |
| Program Services | 24701 | ProgramServices |
| Management And General | 4359 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30568 | Total |
| Program Services | 22620 | ProgramServices |
| Management And General | 7948 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37500 | Total |
| Program Services | 26250 | ProgramServices |
| Management And General | 11250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002836 | Total |
| Program Services | 1002836 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153220 | Total |
| Program Services | 85664 | ProgramServices |
| Management And General | 67556 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12370 | Total |
| Program Services | 11559 | ProgramServices |
| Management And General | 811 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32351 | Total |
| Program Services | 26318 | ProgramServices |
| Management And General | 6033 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15188 | Total |
| Program Services | 12368 | ProgramServices |
| Management And General | 2820 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53050 | Total |
| Program Services | 42440 | ProgramServices |
| Management And General | 10610 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2303 | Total |
| Program Services | 2303 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16189 | Total |
| Program Services | 14209 | ProgramServices |
| Management And General | 1980 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33016 | Total |
| Program Services | 24432 | ProgramServices |
| Management And General | 8584 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67858 | Total |
| Program Services | 54286 | ProgramServices |
| Management And General | 13572 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BACK OFFICE SERVICES | 189164 | 160789 | 28375 |
| DUES AND SUBSCRIPTIONS | 15050 | 14522 | 528 |
| STATE REGISTRATION | 9617 | 9617 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13625 | Total |
| Program Services | 12267 | ProgramServices |
| Management And General | 1358 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2806359 | Total |
| Program Services | 2561534 | ProgramServices |
| Management And General | 244825 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21978 | BOY |
| EOY | 27141 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8181430 | BOY |
| EOY | 15928558 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3904 | BOY |
| EOY | 3904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 165085 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 129213 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68889 | BOY |
| EOY | 35872 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244337889 | BOY |
| EOY | 256805356 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103988 | BOY |
| EOY | 112332 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252718078 | BOY |
| EOY | 272913163 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335311 | BOY |
| EOY | 272260 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242415098 | BOY |
| EOY | 262069003 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242750409 | BOY |
| EOY | 262341263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1366016 | BOY |
| EOY | 1460912 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5610380 | BOY |
| EOY | 5929281 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2991273 | BOY |
| EOY | 3181707 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9967669 | BOY |
| EOY | 10571900 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 252718078 | BOY |
| EOY | 272913163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 60847 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 588391 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -45007 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (258 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| 15TH MONTHLY MEETING | |||||
| 510141865 | 1 | 0 | 0 | 1 | $0 |
| ALBUQUERQUE MONTHLY MEETING | |||||
| 856009711 | 1 | 0 | 0 | 1 | $0 |
| ALFRED COPE BOOK TRUST | |||||
| 236732406 | 11A | 0 | 0 | 1 | $0 |
| ALFRED MONTHLY MEETING | |||||
| 161285688 | 1 | 0 | 0 | 1 | $0 |
| ALTERNATIVES TO VIOLENT PROJECT INC (NEW YORK) | |||||
| 133014706 | 7 | 0 | 0 | 1 | $0 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||
| 231352010 | 1 | 0 | 0 | 1 | $0 |
| ANN ARBOR MONTLY MEETING-GENERAL | |||||
| 382508965 | 1 | 0 | 0 | 1 | $0 |
| ANNA T JEANES FOUNDATION | |||||
| 232203406 | 11C | 0 | 0 | 1 | $0 |
| ANNAPOLIS FRIENDS MEETING | |||||
| 521168319 | 1 | 0 | 0 | 1 | $0 |
| ARCH STREET MEETING PRESERVATION TRUST | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| ARNEYS MOUNT PREPARATIVE MEETING | |||||
| 222306243 | 1 | 0 | 0 | 1 | $0 |
| ATLANTIC CITY AREA MONTHLY MEETING | |||||
| 223361170 | 1 | 0 | 0 | 1 | $0 |
| BALTIMORE YEARLY MEETING | |||||
| 520856309 | 1 | 0 | 0 | 1 | $0 |
| BARCLAY-FRIENDS HALL CORP | |||||
| 232088476 | 3 | 0 | 0 | 1 | $0 |
| BARNEGAT MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| BERKELEY SOCIETY OF FRIENDS | |||||
| 946105141 | 1 | 0 | 0 | 1 | $0 |
| BETHESDA FRIENDS MEETING | |||||
| 522003947 | 1 | 0 | 0 | 1 | $0 |
| BIBLE ASSOCIATION OF FRIENDS IN AMERICA | |||||
| 236264890 | 2 | 0 | 0 | 1 | $0 |
| BIRMINGHAM MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| BOISE VALLEY SOCIETY OF FRIENDS - BUILDING FUND | |||||
| 454040048 | 2 | 0 | 0 | 1 | $0 |
| BRADFORD MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| BRISTOL MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| BROADMEAD RESIDENTS ASSOCIATION | |||||
| 521255281 | 3 | 0 | 0 | 1 | $0 |
| BUCKINGHAM MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| BUCKS QUARTERLY MEETING | |||||
| 237201222 | 1 | 0 | 0 | 1 | $0 |
| BUCKS QUARTERLY MEETING FRIENDS HOME (FRIENDS HOME & VILLAGE) | |||||
| 231365330 | 7 | 0 | 0 | 1 | $0 |
| BURLINGTON MONTHLY MEETING | |||||
| 222185583 | 1 | 0 | 0 | 1 | $0 |
| BURLINGTON QUARTERLY MEETING | |||||
| 222185583 | 1 | 0 | 0 | 1 | $0 |
| BUTTERNUTS MONTHLY MEETING | |||||
| 135679424 | 1 | 0 | 0 | 1 | $0 |
| BYBERRY MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| CADBURY | |||||
| 222182468 | 7 | 0 | 0 | 1 | $0 |
| CADBURY CONTINUING CARE AT HOME | |||||
| 223566504 | 9 | 0 | 0 | 1 | $0 |
| CAMDEN DE MONTHLY MEETING | |||||
| 516015698 | 1 | 0 | 0 | 1 | $0 |
| CAMP DARK WATERS | |||||
| 223748083 | 9 | 0 | 0 | 1 | $0 |
| CENTRAL PHILADELPHIA MONTHLY MEETING | |||||
| 232626398 | 1 | 0 | 0 | 1 | $0 |
| CENTRE MONTHLY MEETING | |||||
| 510370789 | 1 | 0 | 0 | 1 | $0 |
| CHANDLER HALL AUXILIARY | |||||
| 232365124 | 7 | 0 | 0 | 1 | $0 |
| CHAPEL HILL FRIENDS MEETING | |||||
| 561599173 | 1 | 0 | 0 | 1 | $0 |
| CHAPPAQUA MONTHLY MEETING | |||||
| 132647217 | 1 | 0 | 0 | 1 | $0 |
| CHATHAM-SUMMIT MONTHLY MEETING | |||||
| 223594941 | 1 | 0 | 0 | 1 | $0 |
| CHESTER MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| CHESTER RIVER MONTHLY MEETING | |||||
| 521095784 | 1 | 0 | 0 | 1 | $0 |
| CHESTNUT HILL MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| CINCINNATI MONTHLY MEETING | |||||
| 316045408 | 1 | 0 | 0 | 1 | $0 |
| CLAREMONT MONTHLY MEETING | |||||
| 952906109 | 1 | 0 | 0 | 1 | $0 |
| CLARENCE AND LILLY PICKETT FUND | |||||
| 421391997 | 9 | 0 | 0 | 1 | $0 |
| COLLINS FRIENDS MEETING | |||||
| 161383553 | 1 | 0 | 0 | 1 | $0 |
| COLORA PREPARATIVE MEETING | |||||
| 043648911 | 1 | 0 | 0 | 1 | $0 |
| COLORADO SPRINGS MONTHLY MEETING | |||||
| 841069920 | 1 | 0 | 0 | 1 | $0 |
| CONCORD MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| CONCORD QUARTERLY MEETING | |||||
| 232741200 | 1 | 0 | 0 | 1 | $0 |
| CORNWALL MONTHLY MEETING | |||||
| 141637053 | 1 | 0 | 0 | 1 | $0 |
| CROPWELL MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| CROSSWICKS MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| DARBY MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| DAYTON FRIENDS MEETING | |||||
| 311292236 | 1 | 0 | 0 | 1 | $0 |
| DOYLESTOWN FRIENDS MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| DUNNINGS CREEK MONTHLY MEETING | |||||
| 254109624 | 1 | 0 | 0 | 1 | $0 |
| ELKLAND PREPARATIVE MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| ESTAUGH THE | |||||
| 210633410 | 9 | 0 | 0 | 1 | $0 |
| EXETER MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| FAIR HILL BURIAL GROUND INC | |||||
| 232724914 | 7 | 0 | 0 | 1 | $0 |
| FALLOWFIELD MONTHLY MEETING | |||||
| 232699860 | 1 | 0 | 0 | 1 | $0 |
| FALLSINGTON MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| FARM & WILDERNESS | |||||
| 030228965 | 9 | 0 | 0 | 1 | $0 |
| FEMALE BENEVOLENT SOCIETY OF WILMINGTON IN THE STATE OF DELAWARE | |||||
| 516016187 | 501(C)(3)PF | 0 | 0 | 1 | $0 |
| FIDUCIARY TRUSTEES OF OHIO YEARLY MEETING | |||||
| 316043452 | 1 | 0 | 0 | 1 | $0 |
| FLUSHING MONTHLY MEETING | |||||
| 112648783 | 1 | 0 | 0 | 1 | $0 |
| FORT LAUDERDALE FRIENDS MEETING | |||||
| 591226463 | 1 | 0 | 0 | 1 | $0 |
| FORT MYERS MONTHLY MEETING | |||||
| 650607361 | 1 | 0 | 0 | 1 | $0 |
| FOXDALE VILLAGE | |||||
| 251542218 | 3 | 0 | 0 | 1 | $0 |
| FRANKFORD FRIENDS SCHOOL | |||||
| 231352634 | 2 | 0 | 1 | 1 | $2,250 |
| FRANKFORD MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| FREDONIA FRIENDS MEETING | |||||
| 237263827 | 1 | 0 | 0 | 1 | $0 |
| FRIENDS ASSOC FOR HIGHER EDUCATION | |||||
| 581453915 | 9 | 0 | 0 | 1 | $0 |
| FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN | |||||
| 231381006 | 7 | 0 | 0 | 1 | $0 |
| FRIENDS CAMPS ASSOCIATION OF PENNSYLVANIA | |||||
| 236396158 | 9 | 0 | 0 | 1 | $0 |
| FRIENDS CENTER CORPORATION | |||||
| 237326928 | 11A | 0 | 0 | 1 | $0 |
| FRIENDS CENTRAL SCHOOL | |||||
| 231352636 | 2 | 0 | 0 | 1 | $0 |
| FRIENDS COUNCIL ON EDUCATION | |||||
| 231352147 | 9 | 0 | 0 | 1 | $0 |
| FRIENDS GENERAL CONFERENCE | |||||
| 231352148 | 1 | 0 | 1 | 1 | $5,650 |
| FRIENDS HISTORICAL ASSOCIATION | |||||
| 236299510 | 7 | 0 | 0 | 1 | $0 |
| FRIENDS HOUSE CORPORATION | |||||
| 956092529 | 501(C)(2) | 0 | 0 | 1 | $0 |
| FRIENDS MEETING OF AUSTIN | |||||
| 741589331 | 1 | 0 | 0 | 1 | $0 |
| FRIENDS MEETING OF CAMBRIDGE | |||||
| 042104241 | 1 | 0 | 0 | 1 | $0 |
| FRIENDS NEIGHBORHOOD GUILD | |||||
| 231424024 | 7 | 0 | 1 | 1 | $30,322 |
| FRIENDS PENSION | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| FRIENDS PUBLISHING CORPORATION | |||||
| 231465406 | 9 | 0 | 0 | 1 | $0 |
| FRIENDS REHABILITATION PROGRAM | |||||
| 236398764 | 9 | 0 | 0 | 1 | $0 |
| FRIENDS SCHOOL - MINNESOTA | |||||
| 363586741 | 2 | 0 | 0 | 1 | $0 |
| FRIENDS SCHOOL AT MULLICA HILL | |||||
| 221903166 | 2 | 0 | 1 | 1 | $2,250 |
| FRIENDS SCHOOL IN DETROIT | |||||
| 381753900 | 2 | 0 | 0 | 1 | $0 |
| FRIENDS SCHOOL OF ATLANTA - LEGACY OF LIGHT FUND | |||||
| 581918318 | 2 | 0 | 1 | 1 | $2,250 |
| FRIENDS SELECT SCHOOL ALUMNI ASSOCIATION | |||||
| 230604370 | 501(C)(7) | 0 | 0 | 1 | $0 |
| FRIENDS VILLAGE AT WOODSTOWN | |||||
| 210455847 | 1 | 0 | 0 | 1 | $0 |
| FRIENDS WORLD COMMITTEE FOR CONSULTATION | |||||
| 231353362 | 2 | 0 | 0 | 1 | $0 |
| GEORGE FOX FRIENDS SCHOOL - MEMORIAL SCHOLARSHIP | |||||
| 232808389 | 2 | 0 | 0 | 1 | $0 |
| GEORGE SCHOOL | |||||
| 331044968 | 2 | 0 | 0 | 1 | $0 |
| GERMANTOWN FRIENDS SCHOOL | |||||
| 050630018 | 2 | 0 | 1 | 1 | $50 |
| GOOSE CREEK MONTHLY MEETING CEMETERY | |||||
| 546044666 | 1 | 0 | 0 | 1 | $0 |
| GOSHEN MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| GREEN STREET MONTHLY MEETING | |||||
| 236259978 | 1 | 0 | 0 | 1 | $0 |
| GREENE ST FRIENDS SCHOOL | |||||
| 231352643 | 2 | 0 | 0 | 1 | $0 |
| GREENWICH FRIENDS MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| GUNPOWDER FRIENDS MEETING | |||||
| 521369979 | 1 | 0 | 0 | 1 | $0 |
| GWYNEDD FIDUCIARY | |||||
| 710878858 | 1 | 0 | 0 | 1 | $0 |
| HADDONFIELD FRIENDS SCHOOL | |||||
| 731646786 | 2 | 0 | 0 | 1 | $0 |
| HADDONFIELD MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| HADDONFIELD QUARTERLY MEETING | |||||
| 223528800 | 1 | 0 | 0 | 1 | $0 |
| HARRISBURG MONTHLY MEETING | |||||
| 222683608 | 1 | 0 | 0 | 1 | $0 |
| HAVERFORD MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| HAVERFORD QUARTERLY MEETING | |||||
| 232857062 | 1 | 0 | 0 | 1 | $0 |
| HICKMAN THE | |||||
| 231352144 | 7 | 0 | 0 | 1 | $0 |
| HOCKESSIN MONTHLY MEETING | |||||
| 516015139 | 1 | 0 | 0 | 1 | $0 |
| HOMEWOOD FRIENDS MEETING - GENERAL FUND | |||||
| 520607962 | 1 | 0 | 0 | 1 | $0 |
| HONOLULU FRIENDS MEETING | |||||
| 990107532 | 1 | 0 | 0 | 1 | $0 |
| HOPEWELL CENTRE FRIENDS MEETING - GENERAL FUND | |||||
| 541012094 | 1 | 0 | 0 | 1 | $0 |
| HORSHAM MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| HUNTINGTON MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| INCORP TRUSTEES OF ABINGTON MONTHLY MEETING | |||||
| 231360833 | 1 | 0 | 0 | 1 | $0 |
| INCORP TRUSTEES OF ABINGTON QTRLY MEETING | |||||
| 236392123 | 1 | 0 | 0 | 1 | $0 |
| JAMESTOWN FRIENDS MEETING GENERAL FUND | |||||
| 316054870 | 1 | 0 | 0 | 1 | $0 |
| JOHN BARNES TRUSTEES INC | |||||
| 236251652 | 501(C)(2) | 0 | 0 | 1 | $0 |
| JOHN WOOLMAN MEMORIAL ASSOCIATION | |||||
| 210681536 | 7 | 0 | 0 | 1 | $0 |
| KENNETT MONTHLY MEETING | |||||
| 236050921 | 1 | 0 | 0 | 1 | $0 |
| LA JOLLA MONTHLY MEETING | |||||
| 330677005 | 1 | 0 | 0 | 1 | $0 |
| LAKE ERIE YEARLY MEETING | |||||
| 311225396 | 1 | 0 | 0 | 1 | $0 |
| LANCASTER MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| LANSDOWNE FRIENDS SCHOOL | |||||
| 231360856 | 2 | 0 | 1 | 1 | $2,250 |
| LANSDOWNE MONTHLY MEETING | |||||
| 232801925 | 1 | 0 | 0 | 1 | $0 |
| LAWRENCE MONTHLY MEETING | |||||
| 056002914 | 1 | 0 | 0 | 1 | $0 |
| LEHIGH VALLEY MONTHLY MEETING | |||||
| 232122816 | 1 | 0 | 0 | 1 | $0 |
| LITTLE EGG HARBOR MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| LITTLE RED SCHOOLHOUSE - COMMITTEE FUND | |||||
| 521981082 | 2 | 0 | 0 | 1 | $0 |
| LONDON GROVE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MANASQUAN MONTHLY MEETING | |||||
| 223053296 | 1 | 0 | 0 | 1 | $0 |
| MARLBOROUGH MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MEDFORD GRAVEYARD FUND | |||||
| 222683619 | 1 | 0 | 0 | 1 | $0 |
| MEDFORD MONTHLY MEETING | |||||
| 222683619 | 1 | 0 | 0 | 1 | $0 |
| MEDIA MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MEDIA-PROVIDENCE FRIENDS SCHOOL | |||||
| 231386177 | 2 | 0 | 0 | 1 | $0 |
| MEETING SCHOOL THE | |||||
| 020241552 | 2 | 0 | 0 | 1 | $0 |
| MERION MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MIAMI MONTHLY MEETING-OVYM | |||||
| 351546689 | 1 | 0 | 0 | 1 | $0 |
| MICKLETON MONTHLY MEETING | |||||
| 521981082 | 1 | 0 | 0 | 1 | $0 |
| MIDDLETOWN MONTHLY MEETING - BUCKS QUARTER | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MIDDLETOWN MONTHLY MEETING - CONCORD QUARTER | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MIDDLETOWN MONTHLY MEETING - NEYM | |||||
| 061219914 | 1 | 0 | 0 | 1 | $0 |
| MIDDLETOWN PREPARATIVE MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MILL CREEK MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| MILWAUKEE MONTHLY MEETING GENERAL FUND | |||||
| 391552885 | 1 | 0 | 0 | 1 | $0 |
| MISSOULA FRIENDS MEETING | |||||
| 810461509 | 1 | 0 | 0 | 1 | $0 |
| MOHAWK VALLEY MONTHLY MEETING | |||||
| 270102910 | 1 | 0 | 0 | 1 | $0 |
| MONTHLY MEETING OF FRIENDS OF PHILADELPHIA | |||||
| 232997065 | 1 | 0 | 0 | 1 | $0 |
| MOORESTOWN FRIENDS SCHOOL | |||||
| 210634497 | 2 | 0 | 0 | 1 | $0 |
| MOORESTOWN MONTHLY MEETING | |||||
| 210643023 | 1 | 0 | 0 | 1 | $0 |
| MOUNT HOLLY MONTHLY MEETING | |||||
| 760746299 | 1 | 0 | 0 | 1 | $0 |
| MULLICA HILL MONTHLY MEETING | |||||
| 226049764 | 1 | 0 | 0 | 1 | $0 |
| NEW BRUNSWICK MONTHLY MEETING | |||||
| 226034572 | 1 | 0 | 0 | 1 | $0 |
| NEW GARDEN FRIENDS SCHOOL | |||||
| 561002236 | 2 | 0 | 0 | 1 | $0 |
| NEW GARDEN MONTHLY MEETING | |||||
| 236261121 | 1 | 0 | 0 | 1 | $0 |
| NEW GARDEN MONTHLY MEETING - NCYM | |||||
| 560860298 | 1 | 0 | 0 | 1 | $0 |
| NEW YORK QUARTERLY MEETING | |||||
| 135628570 | 1 | 0 | 0 | 1 | $0 |
| NEW YORK YEARLY MEETING | |||||
| 135679424 | 1 | 0 | 0 | 1 | $0 |
| NEWTON MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| NEWTOWN MONTHLY MEETING | |||||
| 237263827 | 1 | 0 | 0 | 1 | $0 |
| NEWTOWN SQUARE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| NISEI STUDENT RELOCATION COMMEMORATIVE FUND | |||||
| 061021906 | 7 | 0 | 0 | 1 | $0 |
| NORRISTOWN MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| NOTTINGHAM MONTHLY MEETING | |||||
| 232081618 | 1 | 0 | 0 | 1 | $0 |
| OAK LANE DAY CARE | |||||
| 232731945 | 9 | 0 | 0 | 1 | $0 |
| OLD CALN MEETINGHOUSE | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| OLD HAVERFORD MONTHLY MEETING | |||||
| 232926488 | 1 | 0 | 0 | 1 | $0 |
| ORANGE GROVE MONTHLY MEETING | |||||
| 952084866 | 1 | 0 | 0 | 1 | $0 |
| PALM BEACH MONTHLY MEETING | |||||
| 591226463 | 1 | 0 | 0 | 1 | $0 |
| PALO ALTO MONTHLY MEETING | |||||
| 946106068 | 1 | 0 | 0 | 1 | $0 |
| PENDLE HILL | |||||
| 231352255 | 9 | 0 | 0 | 1 | $0 |
| PENN VALLEY FRIENDS MEETING - IOWA YM | |||||
| 731668775 | 1 | 0 | 0 | 1 | $0 |
| PENNSDALE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| PHILADELPHIA QUARTERLY MEETING | |||||
| 231678615 | 1 | 0 | 0 | 1 | $0 |
| PHILADELPHIA YEARLY MEETING | |||||
| 731646786 | 1 | 1 | 1 | 1 | $127,879 |
| PLUMSTEAD FRIENDS MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| PLYMOUTH MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| POWELL HOUSE | |||||
| 141467967 | 9 | 0 | 0 | 1 | $0 |
| POUGHKEEPSIE MONTHLY MEETING | |||||
| 146026984 | 1 | 0 | 0 | 1 | $0 |
| PRINCETON MONTHLY MEETING | |||||
| 210738425 | 1 | 0 | 0 | 1 | $0 |
| PRISONER VISITATION AND SUPPORT | |||||
| 231985076 | 7 | 0 | 0 | 1 | $0 |
| PRONICA | |||||
| 820546987 | 9 | 0 | 0 | 1 | $0 |
| PROVIDENCE (RI) MONTHLY MEETING | |||||
| 056017148 | 1 | 0 | 0 | 1 | $0 |
| PROVIDENCE MONTHLY MEETING | |||||
| 232849863 | 1 | 0 | 0 | 1 | $0 |
| PURCHASE MEETING | |||||
| 263396619 | 1 | 0 | 0 | 1 | $0 |
| PURCHASE QUARTERLY MEETING | |||||
| 133801496 | 1 | 0 | 0 | 1 | $0 |
| QUAKER HEIGHTS | |||||
| 311575048 | 9 | 0 | 0 | 1 | $0 |
| QUAKER SCHOOL AT HORSHAM | |||||
| 232200072 | 2 | 0 | 0 | 1 | $0 |
| QUAKER UNIVERSALIST FELLOWSHIP | |||||
| 222482211 | 2 | 0 | 0 | 1 | $0 |
| QUAKERTOWN (NJ) MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| RADNOR MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 1 | 1 | $500 |
| RALEIGH FRIENDS MEETING | |||||
| 562176865 | 1 | 0 | 0 | 1 | $0 |
| RANCOCAS MONTHLY MEETING | |||||
| 222218657 | 1 | 0 | 0 | 1 | $0 |
| READING MONTHLY MEETING | |||||
| 236245560 | 1 | 0 | 0 | 1 | $0 |
| RICHLAND MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| RIDGEWOOD MONTHLY MEETING | |||||
| 223134592 | 1 | 0 | 0 | 1 | $0 |
| RIGHT SHARING OF WORLD RESOURCES | |||||
| 311636209 | 7 | 0 | 0 | 1 | $0 |
| ROCHESTER FRIENDS MEETING - GENERAL FUND | |||||
| 411675507 | 1 | 0 | 0 | 1 | $0 |
| ROCKLAND FRIENDS MEETING | |||||
| 136144840 | 1 | 0 | 0 | 1 | $0 |
| SALEM MONTHLY MEETING | |||||
| 222286649 | 1 | 0 | 0 | 1 | $0 |
| SALEM QUARTERLY MEETING | |||||
| 216018293 | 1 | 0 | 0 | 1 | $0 |
| SANDY SPRING MONTHLY MEETING | |||||
| 521105942 | 1 | 0 | 0 | 1 | $0 |
| SANTA MONICA MONTHLY MEETING | |||||
| 953976234 | 1 | 0 | 0 | 1 | $0 |
| SARASOTA MONTHLY MEETING | |||||
| 596560877 | 1 | 0 | 0 | 1 | $0 |
| SARATOGA MONTHLY MEETING | |||||
| 830486068 | 1 | 0 | 0 | 1 | $0 |
| SCARSDALE MONTHLY MEETING | |||||
| 136223492 | 1 | 0 | 0 | 1 | $0 |
| SCHUYLKILL MEETING OF FRIENDS | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| SNAVE FOUNDATION | |||||
| 236928009 | 11C | 0 | 0 | 1 | $0 |
| SOLEBURY MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| SOUTHAMPTON MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| SOUTHEASTERN YEARLY MEETING | |||||
| 591226463 | 1 | 0 | 0 | 1 | $0 |
| SPRINGFIELD MONTHLY MEETING | |||||
| 236269390 | 1 | 0 | 0 | 1 | $0 |
| ST PETERSBURG MONTHLY MEETING | |||||
| 591226463 | 1 | 0 | 0 | 1 | $0 |
| STAPELEY IN GERMANTOWN | |||||
| 232145152 | 9 | 0 | 1 | 1 | $2,500 |
| STATE COLLEGE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| STRATFORD FRIENDS SCHOOL | |||||
| 231999828 | 2 | 0 | 0 | 1 | $0 |
| SWARTHMORE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| TAKOMA PARK FRIENDS MEETING - PREPARATIVE | |||||
| 526044750 | 1 | 0 | 0 | 1 | $0 |
| TEMPE FRIENDS MEETING | |||||
| 860634034 | 1 | 0 | 0 | 1 | $0 |
| THIRD HAVEN FRIENDS MEETING SCHOLARSHIP COMMITTEE | |||||
| 520689918 | 1 | 0 | 0 | 1 | $0 |
| THIRD HAVEN MONTHLY MEETING | |||||
| 231352146 | 1 | 0 | 0 | 1 | $0 |
| TRENTON MONTHLY MEETING | |||||
| 210694745 | 1 | 0 | 0 | 1 | $0 |
| UNITY MONTHLY MEETING FRANKFORD | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| UPPER DUBLIN GRAVEYARD | |||||
| 231339676 | 1 | 0 | 0 | 1 | $0 |
| UPPER DUBLIN MONTHLY MEETING | |||||
| 231339676 | 1 | 0 | 0 | 1 | $0 |
| UWCHLAN MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| VALLEY MONTHLY MEETING | |||||
| 232611175 | 1 | 0 | 0 | 1 | $0 |
| VIRGINIA BEACH FRIENDS MEETING | |||||
| 541109740 | 1 | 0 | 0 | 1 | $0 |
| WASHINGTON FRIENDS MEETING | |||||
| 530204698 | 1 | 0 | 0 | 1 | $0 |
| WELLESLEY MONTHLY MEETING | |||||
| 222483625 | 1 | 0 | 0 | 1 | $0 |
| WEST CHESTER MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| WEST GROVE AREA DAY CARE CENTER | |||||
| 232103745 | 2 | 0 | 0 | 1 | $0 |
| WEST GROVE MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| WEST RICHMOND MONTHLY MEETING | |||||
| 351057227 | 1 | 0 | 0 | 1 | $0 |
| WESTBURY FRIENDS SCHOOL | |||||
| 111847129 | 2 | 0 | 1 | 1 | $2,250 |
| WESTBURY MONTHLY MEETING | |||||
| 111745999 | 1 | 0 | 0 | 1 | $0 |
| WESTERN QUARTERLY MEETING | |||||
| 231942626 | 1 | 0 | 0 | 1 | $0 |
| WESTERN QUARTERLY MEETING BOARDING HOME | |||||
| 230604260 | 9 | 0 | 0 | 1 | $0 |
| WESTFIELD FRIENDS SCHOOL | |||||
| 200994702 | 2 | 0 | 0 | 1 | $0 |
| WESTFIELD MONTHLY MEETING | |||||
| 210638162 | 1 | 0 | 0 | 1 | $0 |
| WESTTOWN FRIENDS SCHOOL | |||||
| 231352690 | 2 | 0 | 1 | 1 | $50,000 |
| WESTTOWN MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| WHITTIER MONTHLY MEETING | |||||
| 251559990 | 1 | 0 | 0 | 1 | $0 |
| WICOMICO RIVER MONTHLY MEETING | |||||
| 203340744 | 1 | 0 | 0 | 1 | $0 |
| WILLISTOWN MONTHLY MEETING | |||||
| 232623853 | 1 | 0 | 0 | 1 | $0 |
| WILMINGTON MONTHLY MEETING TRUSTEES | |||||
| 510080062 | 1 | 0 | 0 | 1 | $0 |
| WOODBURY MONTHLY MONTHLY | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| WOODSTOWN MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| WOOSTER MONTHLY MEETING | |||||
| 341567495 | 1 | 0 | 0 | 1 | $0 |
| WRIGHTSTOWN MONTHLY MEETING | |||||
| 231370435 | 1 | 0 | 0 | 1 | $0 |
| YARDLEY MONTHLY MEETING | |||||
| 731646786 | 1 | 0 | 0 | 1 | $0 |
| YOUNG FRIEND AID ASSOCIATION | |||||
| 136017755 | 1 | 0 | 0 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 258 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 228151 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 3 | NumberDAFsHeld |
| Donor Advised Contributions | 200671 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 203150 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 757688 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9062244 | BeginningOfYearBalance |
| Contributions | 200671 | Contributions |
| Investment Earnings Or Losses | 977911 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 599561 | GrantsOrScholarships |
| End Of Year Balance | 9641265 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9501324 | BeginningOfYearBalance |
| Contributions | 24663 | Contributions |
| Investment Earnings Or Losses | 65982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 529725 | GrantsOrScholarships |
| End Of Year Balance | 9062244 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8948420 | BeginningOfYearBalance |
| Contributions | 51321 | Contributions |
| Investment Earnings Or Losses | 1057929 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 556346 | GrantsOrScholarships |
| End Of Year Balance | 9501324 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7899024 | BeginningOfYearBalance |
| Contributions | 55260 | Contributions |
| Investment Earnings Or Losses | 1570009 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 575873 | GrantsOrScholarships |
| End Of Year Balance | 8948420 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10489229 | BeginningOfYearBalance |
| Contributions | 488250 | Contributions |
| Investment Earnings Or Losses | -2569506 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 508949 | GrantsOrScholarships |
| End Of Year Balance | 7899024 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08750 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.31830 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.59420 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 0 | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90544 | OtherCostOrOtherBasis |
| Depreciation | 72156 | Depreciation |
| Book Value | 18388 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 74541 | OtherCostOrOtherBasis |
| Depreciation | 57057 | Depreciation |
| Book Value | 17484 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35872 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS HELD FOR BENEFIT OF OTHERS | Description |
| Amount | $262,069,003 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 262069003 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3410590 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 588391 | NetUnrealizedGainsInvestments |
| Other Revenues | -45007 | OtherRevenues |
| Revenue Not Rptd F990 | 543384 | RevenueNotRptdF990 |
| Revenue Subtotal | 2867206 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2867206 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2806359 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2806359 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2806359 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INTENDED USE OF ENDOWMENT FUND THE ENDOWMENTS PROVIDE FINANCIAL SUPPORT FOR EDUCATION; HEATING AND CLOTHING; AND OTHER PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 FIDUCIARY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN ASC 740 AND, AS A RESULT, THE ADOPTION OF ASC 740 HAD NO IMPACT ON FIDUCIARY'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 8,344. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -53,351. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CHEYNEY UNIVERSITY | |||||||
| 1837 UNIVERSITY CIRCLE | CHEYNEY | PA | 19319 | 237148064 | 501(C)(3) | 111460 | PROVIDE SCHOLARSHIPS AND TEACHER INTERN GRANTS. |
| DEPAUL CATHOLIC SCHOOL | |||||||
| 44 WEST LOGAN STREET | PHILADELPHIA | PA | 19144 | 232407829 | 501(C)(3) | 125000 | PROVIDE FINANCIAL ASSISTANCE IN SUPPORT OF INSTRUCTIONAL COACHING. |
| DAWN'S PLACE | |||||||
| PO BOX 24738 | PHILADELPHIA | PA | 19111 | 260196507 | 501(C)(3) | 8500 | PROVIDE ASSISTANCE TO WOMEN IN NEED. |
| DIVERSIFIED COMMUNITY SERVICES | |||||||
| 2101 SOUTH 24TH STREET | PHILADELPHIA | PA | 19145 | 231365980 | 501(C)(3) | 8000 | PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN IN PHILADELPHIA. |
| FRIENDS GENERAL CONFERENCE | |||||||
| 1216 ARCH STREET 2B | PHILADELPHIA | PA | 19103 | 231352148 | 501(C)(3) | 5650 | PROVIDE PROGRAMS AND SERVICES FOR FRIENDS, MEETINGS AND SEEKERS. |
| FRIENDS NEIGHBORHOOD GUILD | |||||||
| 701 NORTH 8TH STREET | PHILADELPHIA | PA | 19123 | 231424024 | 501(C)(3) | 30322 | PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED. |
| FRIENDS SELECT SCHOOL | |||||||
| 17TH AND BEN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 230604370 | 501(C)(3) | 10029 | PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN IN PHILADELPHIA. |
| MONTVERDE FRIENDS US | |||||||
| PO BOX 1308 | GREENFIELD | MA | 01302 | 223722119 | 501(C)(3) | 15000 | PROVIDE GRANTS TO CHARITABLE ORGS. LOCATED IN THE MONTVERDE COMMUNITY AND ELSEWHERE AROUND THE WORLD. |
| NEW KENSINGTON CDC | |||||||
| 2515 FRANKFORD AVENUE | PHILADELPHIA | PA | 19125 | 222610536 | 501(C)(3) | 10000 | PROVIDE ASSISTANCE WITH HEATING FUEL. |
| PHILADELPHIA YEARLY MEETING | |||||||
| 1515 CHERRY STREET | PHILADELPHIA | PA | 19102 | 731646786 | 501(C)(3) | 127879 | PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS. |
| WESTTOWN SCHOOL | |||||||
| 975 WESTTOWN ROAD | WEST CHESTER | PA | 19382 | 231352690 | 501(C)(3) | 50000 | PROVIDE SCHOLARSHIP SUPPORT TO DESERVING CHILDREN. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: FFC FUNDS THAT MAKE GRANTS TO ORGANIZATIONS FALL UNDER TWO CATEGORIES. THE FIRST GROUP OF FUNDS MAKE GRANTS TO DESIGNATED ORGANIZATION(S) ON AN ONGOING BASIS. THE DESIGNATED RECIPIENTS OF THOSE GRANTS ARE ASKED TO REPORT ON A PERIODIC BASIS DIRECTLY TO THE CHARITABLE SERVICES COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. OTHER FUNDS USE DISTRIBUTION COMMITTEES TO REVIEW GRANT APPLICATIONS 1-3 TIMES PER YEAR. THESE DISTRIBUTION COMMITTEES REPORT PERIODICALLY TO THE CHARITABLE SERVICES COMMITTEE AND, IN TURN, THE DISTRIBUTION COMMITTEES ASK THAT GRANTEES PROVIDE THE DISTRIBUTION COMMITTEE WITH A REPORT ON THE GRANTEE'S USE OF THE GRANT WITHIN A SPECIFIED TIME PERIOD, NORMALLY A YEAR AFTER THE GRANT IS RECEIVED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JEFFERY W PERKINS | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 160263 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 2550 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 8102 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 170915 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 200618 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIPS AMONG BOARD MEMBERS ROBERT TAYLOR AND THOMAS WILLIAMS BOTH SERVED ON THE BOARD OF DIRECTORS FOR OCTAVIA HILL ASSOCIATION AND ROBERT TAYLOR AND FRANCIS STRAWBRIDGE BOTH SERVED ON THE BOARD OF DIRECTORS FOR RALSTON CENTER. BOTH ORGANIZATIONS HAVE NO BUSINESS RELATIONSHIP WITH FRIENDS FIDUCIARY CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF FORM 990 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 ASKED TO COMPLETE AN INFORMATION FORM EACH YEAR IN WHICH THEY MUST DISCLOSE SUCH INTERESTS THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS. | |
| 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. INFORMATION IS OBTAINED FROM SURVEYS OF COMPENSATION AT OTHER COMPARABLE NON-PROFIT ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ANNUAL AUDIT OF FRIENDS FIDUCIARY'S CONSOLIDATED FUND IS AVAILABLE UPON REQUEST. THE CORPORATION'S AUDIT IS PROVIDED TO ALL STATES WHERE REQUIRED AND IS ALSO AVAILABLE UPON REQUEST. FRIENDS FIDUCIARY'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 8,344. CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS -53,351. | CHANGES IN NET ASSETS OR FUND BALANCES: |