STRATEGY STUDIO / PUBLIC DATA EXPLORER

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

FieldValueIRS element (for citing)
Timestamp2013-07-02T05:05:07-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN232896692EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231968136EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY CORPORATION OF PHILADELPHIABusinessNameLine1
Business Name Line2YEARLY MEETING OF FRIENDSBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlFIDUNameControl
Phone2152417272Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET NO 1904AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFFERY W PERKINSName
TitleEXECUTIVE DIRECTORTitle
Phone2152417272Phone
Date Signed2013-07-01DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARIANNE MAKName
PTINP00297744PTIN
Phone2155677770Phone
Date Prepared2013-07-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1FRIENDS FIDUCIARY CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonJEFFERY W PERKINSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET NO 1904AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3067824GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FRIENDSFIDUCIARY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1975YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionGUIDED 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 Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members19NbrIndependentVotingMembers
Total Nbr Employees6TotalNbrEmployees
Total Nbr Volunteers53TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year36202ContributionsGrantsPriorYear
Contributions Grants Current Year216418ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2113024ProgramServiceRevenuePriorYear
Program Service Revenue CY2195162ProgramServiceRevenueCY
Investment Income Prior Year470541InvestmentIncomePriorYear
Investment Income Current Year455626InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2619767TotalRevenuePriorYear
Total Revenue Current Year2867206TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year473435GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY565038GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year561258SalariesEtcPriorYear
Salaries Etc Current Year557416SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1592256OtherExpensePriorYear
Other Expenses Current Year1683905OtherExpensesCurrentYear
Total Expenses Prior Year2626949TotalExpensesPriorYear
Total Expenses Current Year2806359TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-7182RevenuesLessExpensesPriorYear
Revenues Less Expenses CY60847RevenuesLessExpensesCY
Total Assets BOY252718078TotalAssetsBOY
Total Assets EOY272913163TotalAssetsEOY
Total Liabilities BOY242750409TotalLiabilitiesBOY
Total Liabilities EOY262341263TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY9967669NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY10571900NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionWITHIN 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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1679824Expense
Revenue1868529Revenue
DescriptionINVESTMENT 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

FieldValueIRS element (for citing)
Expense720540Expense
Grants565037Grants
Revenue125455Revenue
DescriptionGRANTMAKING: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

FieldValueIRS element (for citing)
Expense161170Expense
Revenue201178Revenue
DescriptionPLANNED 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
FieldValueIRS element (for citing)
Total Program Service Expense2561534TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096242NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees6NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members19NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledARStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledAKStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledHIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKSStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledKYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMEStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMOStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNJStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNMStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledRIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledTNStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWVStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2152417272TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11650 ARCH STREET SUITE 1904AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
LOUISE WILLAMS SENOPOULOS
CHAIRPERSON10.00XX000
THOMAS WILLIAMS
VICE CHAIR6.00XX000
ROGER F WOOD
SECRETARY4.00XX000
SAMUEL ALLEN
TREASURER4.00XX000
SYLVIA BRONNER
DIRECTOR2.00X000
GINNY CHRISTENSEN
DIRECTOR2.00X000
JOHN M COLEMAN
DIRECTOR4.00X000
BRUCE E HUNT
DIRECTOR4.00X000
ARTHUR M LARRABEE
DIRECTOR2.00X000
LOUIS MATLACK
DIRECTOR2.00X000
LAURI PERMAN
DIRECTOR (JAN - FEB)1.00X000
H DAVID RAPER
DIRECTOR4.00X000
NORVAL D REECE
DIRECTOR4.00X000
DARYL RENSCHLER
DIRECTOR2.00X000
WILLIAM SCHMIDT
DIRECTOR4.00X000
JOHN SLATER
DIRECTOR2.00X000
FRANCIS STRAWBRIDGE
DIRECTOR2.00X000
ROBERT TAYLOR
DIRECTOR2.00X000
CHARLES UFFORD JR
DIRECTOR2.00X000
RICHARD WILLIS JR
DIRECTOR2.00X000
JEFFERY W PERKINS
EXECUTIVE DIRECTOR40.00X160263010652
RICHARD KENT
CHIEF INVESTMENT OFFICER40.0012650606110X
FieldValueIRS element (for citing)
Total Reportable Comp From Org286769TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation16762TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BOSTON COMMON ASSET MANAGEMENT
84 STATE STREET SUITE 1000BOSTONMA02109INVESTMENT MANAGEMENT197219
ACCUTECH SYSTEMS
2620 N ACCUTECH WAYMUNCIEIN47304BACK OFFICE SUPPORT189389
BRANDYWINE GLOBAL INVESTMENT MGMT LLC
W510207 PO BOX 7777PHILADELPHIAPA19175INVESTMENT MANAGEMENT152288
PAYDEN & RYGEL
333 SOUTH GRAND AVENUELOS ANGELESCA90071INVESTMENT MANAGEMENT151747
CHICAGO EQUITY PARTNERS
6069 PAYSPHERE CIRCLECHICAGOIL60674INVESTMENT MANAGEMENT129427
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
All Other Contributions216418AllOtherContributions
Noncash Contributions200618NoncashContributions
Total Contributions216418TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionFEES FOR MANAGED FUNDSDescription
Business Code523920BusinessCode
Total Revenue Column2195162TotalRevenueColumn
Related Or Exempt Function Income2195162RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue2195162TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column453231TotalRevenueColumn
Exclusion$453,231ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities203013Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities200618Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2395Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2395TotalRevenueColumn
Exclusion$2,395ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2867206TotalRevenueColumn
Related Or Exempt Function Income2195162RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$455,626ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total565038Total
Program Services565038ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total170262Total
Program Services144723ProgramServices
Management And General25539ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total284514Total
Program Services241837ProgramServices
Management And General42677ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total48585Total
Program Services41297ProgramServices
Management And General7288ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total24995Total
Program Services21458ProgramServices
Management And General3537ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total29060Total
Program Services24701ProgramServices
Management And General4359ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total30568Total
Program Services22620ProgramServices
Management And General7948ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total37500Total
Program Services26250ProgramServices
Management And General11250ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1002836Total
Program Services1002836ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total153220Total
Program Services85664ProgramServices
Management And General67556ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total12370Total
Program Services11559ProgramServices
Management And General811ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total32351Total
Program Services26318ProgramServices
Management And General6033ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total15188Total
Program Services12368ProgramServices
Management And General2820ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total53050Total
Program Services42440ProgramServices
Management And General10610ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total2303Total
Program Services2303ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16189Total
Program Services14209ProgramServices
Management And General1980ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total33016Total
Program Services24432ProgramServices
Management And General8584ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total67858Total
Program Services54286ProgramServices
Management And General13572ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
BACK OFFICE SERVICES18916416078928375
DUES AND SUBSCRIPTIONS1505014522528
STATE REGISTRATION961796170

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total13625Total
Program Services12267ProgramServices
Management And General1358ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2806359Total
Program Services2561534ProgramServices
Management And General244825ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY21978BOY
EOY27141EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY8181430BOY
EOY15928558EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3904BOY
EOY3904EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis165085LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec129213LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY68889BOY
EOY35872EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY244337889BOY
EOY256805356EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY103988BOY
EOY112332EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY252718078BOY
EOY272913163EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY335311BOY
EOY272260EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY242415098BOY
EOY262069003EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY242750409BOY
EOY262341263EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1366016BOY
EOY1460912EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5610380BOY
EOY5929281EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2991273BOY
EOY3181707EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9967669BOY
EOY10571900EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY252718078BOY
EOY272913163EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses60847ReconcilationRevenueExpenses
Reconciliation Unrealized Invest588391ReconciliationUnrealizedInvest
Reconcilation Other Changes-45007ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (258 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
15TH MONTHLY MEETING
5101418651001$0
ALBUQUERQUE MONTHLY MEETING
8560097111001$0
ALFRED COPE BOOK TRUST
23673240611A001$0
ALFRED MONTHLY MEETING
1612856881001$0
ALTERNATIVES TO VIOLENT PROJECT INC (NEW YORK)
1330147067001$0
AMERICAN FRIENDS SERVICE COMMITTEE
2313520101001$0
ANN ARBOR MONTLY MEETING-GENERAL
3825089651001$0
ANNA T JEANES FOUNDATION
23220340611C001$0
ANNAPOLIS FRIENDS MEETING
5211683191001$0
ARCH STREET MEETING PRESERVATION TRUST
7316467861001$0
ARNEYS MOUNT PREPARATIVE MEETING
2223062431001$0
ATLANTIC CITY AREA MONTHLY MEETING
2233611701001$0
BALTIMORE YEARLY MEETING
5208563091001$0
BARCLAY-FRIENDS HALL CORP
2320884763001$0
BARNEGAT MONTHLY MEETING
7316467861001$0
BERKELEY SOCIETY OF FRIENDS
9461051411001$0
BETHESDA FRIENDS MEETING
5220039471001$0
BIBLE ASSOCIATION OF FRIENDS IN AMERICA
2362648902001$0
BIRMINGHAM MONTHLY MEETING
7316467861001$0
BOISE VALLEY SOCIETY OF FRIENDS - BUILDING FUND
4540400482001$0
BRADFORD MONTHLY MEETING
7316467861001$0
BRISTOL MONTHLY MEETING
7316467861001$0
BROADMEAD RESIDENTS ASSOCIATION
5212552813001$0
BUCKINGHAM MONTHLY MEETING
7316467861001$0
BUCKS QUARTERLY MEETING
2372012221001$0
BUCKS QUARTERLY MEETING FRIENDS HOME (FRIENDS HOME & VILLAGE)
2313653307001$0
BURLINGTON MONTHLY MEETING
2221855831001$0
BURLINGTON QUARTERLY MEETING
2221855831001$0
BUTTERNUTS MONTHLY MEETING
1356794241001$0
BYBERRY MONTHLY MEETING
7316467861001$0
CADBURY
2221824687001$0
CADBURY CONTINUING CARE AT HOME
2235665049001$0
CAMDEN DE MONTHLY MEETING
5160156981001$0
CAMP DARK WATERS
2237480839001$0
CENTRAL PHILADELPHIA MONTHLY MEETING
2326263981001$0
CENTRE MONTHLY MEETING
5103707891001$0
CHANDLER HALL AUXILIARY
2323651247001$0
CHAPEL HILL FRIENDS MEETING
5615991731001$0
CHAPPAQUA MONTHLY MEETING
1326472171001$0
CHATHAM-SUMMIT MONTHLY MEETING
2235949411001$0
CHESTER MONTHLY MEETING
7316467861001$0
CHESTER RIVER MONTHLY MEETING
5210957841001$0
CHESTNUT HILL MONTHLY MEETING
7316467861001$0
CINCINNATI MONTHLY MEETING
3160454081001$0
CLAREMONT MONTHLY MEETING
9529061091001$0
CLARENCE AND LILLY PICKETT FUND
4213919979001$0
COLLINS FRIENDS MEETING
1613835531001$0
COLORA PREPARATIVE MEETING
0436489111001$0
COLORADO SPRINGS MONTHLY MEETING
8410699201001$0
CONCORD MONTHLY MEETING
7316467861001$0
CONCORD QUARTERLY MEETING
2327412001001$0
CORNWALL MONTHLY MEETING
1416370531001$0
CROPWELL MONTHLY MEETING
7316467861001$0
CROSSWICKS MONTHLY MEETING
7316467861001$0
DARBY MONTHLY MEETING
7316467861001$0
DAYTON FRIENDS MEETING
3112922361001$0
DOYLESTOWN FRIENDS MEETING
7316467861001$0
DUNNINGS CREEK MONTHLY MEETING
2541096241001$0
ELKLAND PREPARATIVE MEETING
7316467861001$0
ESTAUGH THE
2106334109001$0
EXETER MONTHLY MEETING
7316467861001$0
FAIR HILL BURIAL GROUND INC
2327249147001$0
FALLOWFIELD MONTHLY MEETING
2326998601001$0
FALLSINGTON MONTHLY MEETING
7316467861001$0
FARM & WILDERNESS
0302289659001$0
FEMALE BENEVOLENT SOCIETY OF WILMINGTON IN THE STATE OF DELAWARE
516016187501(C)(3)PF001$0
FIDUCIARY TRUSTEES OF OHIO YEARLY MEETING
3160434521001$0
FLUSHING MONTHLY MEETING
1126487831001$0
FORT LAUDERDALE FRIENDS MEETING
5912264631001$0
FORT MYERS MONTHLY MEETING
6506073611001$0
FOXDALE VILLAGE
2515422183001$0
FRANKFORD FRIENDS SCHOOL
2313526342011$2,250
FRANKFORD MONTHLY MEETING
7316467861001$0
FREDONIA FRIENDS MEETING
2372638271001$0
FRIENDS ASSOC FOR HIGHER EDUCATION
5814539159001$0
FRIENDS ASSOCIATION FOR CARE AND PROTECTION OF CHILDREN
2313810067001$0
FRIENDS CAMPS ASSOCIATION OF PENNSYLVANIA
2363961589001$0
FRIENDS CENTER CORPORATION
23732692811A001$0
FRIENDS CENTRAL SCHOOL
2313526362001$0
FRIENDS COUNCIL ON EDUCATION
2313521479001$0
FRIENDS GENERAL CONFERENCE
2313521481011$5,650
FRIENDS HISTORICAL ASSOCIATION
2362995107001$0
FRIENDS HOUSE CORPORATION
956092529501(C)(2)001$0
FRIENDS MEETING OF AUSTIN
7415893311001$0
FRIENDS MEETING OF CAMBRIDGE
0421042411001$0
FRIENDS NEIGHBORHOOD GUILD
2314240247011$30,322
FRIENDS PENSION
7316467861001$0
FRIENDS PUBLISHING CORPORATION
2314654069001$0
FRIENDS REHABILITATION PROGRAM
2363987649001$0
FRIENDS SCHOOL - MINNESOTA
3635867412001$0
FRIENDS SCHOOL AT MULLICA HILL
2219031662011$2,250
FRIENDS SCHOOL IN DETROIT
3817539002001$0
FRIENDS SCHOOL OF ATLANTA - LEGACY OF LIGHT FUND
5819183182011$2,250
FRIENDS SELECT SCHOOL ALUMNI ASSOCIATION
230604370501(C)(7)001$0
FRIENDS VILLAGE AT WOODSTOWN
2104558471001$0
FRIENDS WORLD COMMITTEE FOR CONSULTATION
2313533622001$0
GEORGE FOX FRIENDS SCHOOL - MEMORIAL SCHOLARSHIP
2328083892001$0
GEORGE SCHOOL
3310449682001$0
GERMANTOWN FRIENDS SCHOOL
0506300182011$50
GOOSE CREEK MONTHLY MEETING CEMETERY
5460446661001$0
GOSHEN MONTHLY MEETING
7316467861001$0
GREEN STREET MONTHLY MEETING
2362599781001$0
GREENE ST FRIENDS SCHOOL
2313526432001$0
GREENWICH FRIENDS MEETING
7316467861001$0
GUNPOWDER FRIENDS MEETING
5213699791001$0
GWYNEDD FIDUCIARY
7108788581001$0
HADDONFIELD FRIENDS SCHOOL
7316467862001$0
HADDONFIELD MONTHLY MEETING
7316467861001$0
HADDONFIELD QUARTERLY MEETING
2235288001001$0
HARRISBURG MONTHLY MEETING
2226836081001$0
HAVERFORD MONTHLY MEETING
7316467861001$0
HAVERFORD QUARTERLY MEETING
2328570621001$0
HICKMAN THE
2313521447001$0
HOCKESSIN MONTHLY MEETING
5160151391001$0
HOMEWOOD FRIENDS MEETING - GENERAL FUND
5206079621001$0
HONOLULU FRIENDS MEETING
9901075321001$0
HOPEWELL CENTRE FRIENDS MEETING - GENERAL FUND
5410120941001$0
HORSHAM MONTHLY MEETING
7316467861001$0
HUNTINGTON MONTHLY MEETING
7316467861001$0
INCORP TRUSTEES OF ABINGTON MONTHLY MEETING
2313608331001$0
INCORP TRUSTEES OF ABINGTON QTRLY MEETING
2363921231001$0
JAMESTOWN FRIENDS MEETING GENERAL FUND
3160548701001$0
JOHN BARNES TRUSTEES INC
236251652501(C)(2)001$0
JOHN WOOLMAN MEMORIAL ASSOCIATION
2106815367001$0
KENNETT MONTHLY MEETING
2360509211001$0
LA JOLLA MONTHLY MEETING
3306770051001$0
LAKE ERIE YEARLY MEETING
3112253961001$0
LANCASTER MONTHLY MEETING
7316467861001$0
LANSDOWNE FRIENDS SCHOOL
2313608562011$2,250
LANSDOWNE MONTHLY MEETING
2328019251001$0
LAWRENCE MONTHLY MEETING
0560029141001$0
LEHIGH VALLEY MONTHLY MEETING
2321228161001$0
LITTLE EGG HARBOR MONTHLY MEETING
7316467861001$0
LITTLE RED SCHOOLHOUSE - COMMITTEE FUND
5219810822001$0
LONDON GROVE MONTHLY MEETING
7316467861001$0
MANASQUAN MONTHLY MEETING
2230532961001$0
MARLBOROUGH MONTHLY MEETING
7316467861001$0
MEDFORD GRAVEYARD FUND
2226836191001$0
MEDFORD MONTHLY MEETING
2226836191001$0
MEDIA MONTHLY MEETING
7316467861001$0
MEDIA-PROVIDENCE FRIENDS SCHOOL
2313861772001$0
MEETING SCHOOL THE
0202415522001$0
MERION MONTHLY MEETING
7316467861001$0
MIAMI MONTHLY MEETING-OVYM
3515466891001$0
MICKLETON MONTHLY MEETING
5219810821001$0
MIDDLETOWN MONTHLY MEETING - BUCKS QUARTER
7316467861001$0
MIDDLETOWN MONTHLY MEETING - CONCORD QUARTER
7316467861001$0
MIDDLETOWN MONTHLY MEETING - NEYM
0612199141001$0
MIDDLETOWN PREPARATIVE MEETING
7316467861001$0
MILL CREEK MONTHLY MEETING
7316467861001$0
MILWAUKEE MONTHLY MEETING GENERAL FUND
3915528851001$0
MISSOULA FRIENDS MEETING
8104615091001$0
MOHAWK VALLEY MONTHLY MEETING
2701029101001$0
MONTHLY MEETING OF FRIENDS OF PHILADELPHIA
2329970651001$0
MOORESTOWN FRIENDS SCHOOL
2106344972001$0
MOORESTOWN MONTHLY MEETING
2106430231001$0
MOUNT HOLLY MONTHLY MEETING
7607462991001$0
MULLICA HILL MONTHLY MEETING
2260497641001$0
NEW BRUNSWICK MONTHLY MEETING
2260345721001$0
NEW GARDEN FRIENDS SCHOOL
5610022362001$0
NEW GARDEN MONTHLY MEETING
2362611211001$0
NEW GARDEN MONTHLY MEETING - NCYM
5608602981001$0
NEW YORK QUARTERLY MEETING
1356285701001$0
NEW YORK YEARLY MEETING
1356794241001$0
NEWTON MONTHLY MEETING
7316467861001$0
NEWTOWN MONTHLY MEETING
2372638271001$0
NEWTOWN SQUARE MONTHLY MEETING
7316467861001$0
NISEI STUDENT RELOCATION COMMEMORATIVE FUND
0610219067001$0
NORRISTOWN MONTHLY MEETING
7316467861001$0
NOTTINGHAM MONTHLY MEETING
2320816181001$0
OAK LANE DAY CARE
2327319459001$0
OLD CALN MEETINGHOUSE
7316467861001$0
OLD HAVERFORD MONTHLY MEETING
2329264881001$0
ORANGE GROVE MONTHLY MEETING
9520848661001$0
PALM BEACH MONTHLY MEETING
5912264631001$0
PALO ALTO MONTHLY MEETING
9461060681001$0
PENDLE HILL
2313522559001$0
PENN VALLEY FRIENDS MEETING - IOWA YM
7316687751001$0
PENNSDALE MONTHLY MEETING
7316467861001$0
PHILADELPHIA QUARTERLY MEETING
2316786151001$0
PHILADELPHIA YEARLY MEETING
7316467861111$127,879
PLUMSTEAD FRIENDS MEETING
7316467861001$0
PLYMOUTH MONTHLY MEETING
7316467861001$0
POWELL HOUSE
1414679679001$0
POUGHKEEPSIE MONTHLY MEETING
1460269841001$0
PRINCETON MONTHLY MEETING
2107384251001$0
PRISONER VISITATION AND SUPPORT
2319850767001$0
PRONICA
8205469879001$0
PROVIDENCE (RI) MONTHLY MEETING
0560171481001$0
PROVIDENCE MONTHLY MEETING
2328498631001$0
PURCHASE MEETING
2633966191001$0
PURCHASE QUARTERLY MEETING
1338014961001$0
QUAKER HEIGHTS
3115750489001$0
QUAKER SCHOOL AT HORSHAM
2322000722001$0
QUAKER UNIVERSALIST FELLOWSHIP
2224822112001$0
QUAKERTOWN (NJ) MONTHLY MEETING
7316467861001$0
RADNOR MONTHLY MEETING
7316467861011$500
RALEIGH FRIENDS MEETING
5621768651001$0
RANCOCAS MONTHLY MEETING
2222186571001$0
READING MONTHLY MEETING
2362455601001$0
RICHLAND MONTHLY MEETING
7316467861001$0
RIDGEWOOD MONTHLY MEETING
2231345921001$0
RIGHT SHARING OF WORLD RESOURCES
3116362097001$0
ROCHESTER FRIENDS MEETING - GENERAL FUND
4116755071001$0
ROCKLAND FRIENDS MEETING
1361448401001$0
SALEM MONTHLY MEETING
2222866491001$0
SALEM QUARTERLY MEETING
2160182931001$0
SANDY SPRING MONTHLY MEETING
5211059421001$0
SANTA MONICA MONTHLY MEETING
9539762341001$0
SARASOTA MONTHLY MEETING
5965608771001$0
SARATOGA MONTHLY MEETING
8304860681001$0
SCARSDALE MONTHLY MEETING
1362234921001$0
SCHUYLKILL MEETING OF FRIENDS
7316467861001$0
SNAVE FOUNDATION
23692800911C001$0
SOLEBURY MONTHLY MEETING
7316467861001$0
SOUTHAMPTON MONTHLY MEETING
7316467861001$0
SOUTHEASTERN YEARLY MEETING
5912264631001$0
SPRINGFIELD MONTHLY MEETING
2362693901001$0
ST PETERSBURG MONTHLY MEETING
5912264631001$0
STAPELEY IN GERMANTOWN
2321451529011$2,500
STATE COLLEGE MONTHLY MEETING
7316467861001$0
STRATFORD FRIENDS SCHOOL
2319998282001$0
SWARTHMORE MONTHLY MEETING
7316467861001$0
TAKOMA PARK FRIENDS MEETING - PREPARATIVE
5260447501001$0
TEMPE FRIENDS MEETING
8606340341001$0
THIRD HAVEN FRIENDS MEETING SCHOLARSHIP COMMITTEE
5206899181001$0
THIRD HAVEN MONTHLY MEETING
2313521461001$0
TRENTON MONTHLY MEETING
2106947451001$0
UNITY MONTHLY MEETING FRANKFORD
7316467861001$0
UPPER DUBLIN GRAVEYARD
2313396761001$0
UPPER DUBLIN MONTHLY MEETING
2313396761001$0
UWCHLAN MONTHLY MEETING
7316467861001$0
VALLEY MONTHLY MEETING
2326111751001$0
VIRGINIA BEACH FRIENDS MEETING
5411097401001$0
WASHINGTON FRIENDS MEETING
5302046981001$0
WELLESLEY MONTHLY MEETING
2224836251001$0
WEST CHESTER MONTHLY MEETING
7316467861001$0
WEST GROVE AREA DAY CARE CENTER
2321037452001$0
WEST GROVE MONTHLY MEETING
7316467861001$0
WEST RICHMOND MONTHLY MEETING
3510572271001$0
WESTBURY FRIENDS SCHOOL
1118471292011$2,250
WESTBURY MONTHLY MEETING
1117459991001$0
WESTERN QUARTERLY MEETING
2319426261001$0
WESTERN QUARTERLY MEETING BOARDING HOME
2306042609001$0
WESTFIELD FRIENDS SCHOOL
2009947022001$0
WESTFIELD MONTHLY MEETING
2106381621001$0
WESTTOWN FRIENDS SCHOOL
2313526902011$50,000
WESTTOWN MONTHLY MEETING
7316467861001$0
WHITTIER MONTHLY MEETING
2515599901001$0
WICOMICO RIVER MONTHLY MEETING
2033407441001$0
WILLISTOWN MONTHLY MEETING
2326238531001$0
WILMINGTON MONTHLY MEETING TRUSTEES
5100800621001$0
WOODBURY MONTHLY MONTHLY
7316467861001$0
WOODSTOWN MONTHLY MEETING
7316467861001$0
WOOSTER MONTHLY MEETING
3415674951001$0
WRIGHTSTOWN MONTHLY MEETING
2313704351001$0
YARDLEY MONTHLY MEETING
7316467861001$0
YOUNG FRIEND AID ASSOCIATION
1360177551001$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs258TotalNumberOfSupportedOrgs
Sum Of Amounts228151SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held3NumberDAFsHeld
Donor Advised Contributions200671DonorAdvisedContributions
Grants Paid From Donor Funds203150GrantsPaidFromDonorFunds
Aggregate DAF Value757688AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance9062244BeginningOfYearBalance
Contributions200671Contributions
Investment Earnings Or Losses977911InvestmentEarningsOrLosses
Grants Or Scholarships599561GrantsOrScholarships
End Of Year Balance9641265EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance9501324BeginningOfYearBalance
Contributions24663Contributions
Investment Earnings Or Losses65982InvestmentEarningsOrLosses
Grants Or Scholarships529725GrantsOrScholarships
End Of Year Balance9062244EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8948420BeginningOfYearBalance
Contributions51321Contributions
Investment Earnings Or Losses1057929InvestmentEarningsOrLosses
Grants Or Scholarships556346GrantsOrScholarships
End Of Year Balance9501324EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance7899024BeginningOfYearBalance
Contributions55260Contributions
Investment Earnings Or Losses1570009InvestmentEarningsOrLosses
Grants Or Scholarships575873GrantsOrScholarships
End Of Year Balance8948420EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance10489229BeginningOfYearBalance
Contributions488250Contributions
Investment Earnings Or Losses-2569506InvestmentEarningsOrLosses
Grants Or Scholarships508949GrantsOrScholarships
End Of Year Balance7899024EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.08750BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.31830PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.59420TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs1EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R0AreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis90544OtherCostOrOtherBasis
Depreciation72156Depreciation
Book Value18388BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis74541OtherCostOrOtherBasis
Depreciation57057Depreciation
Book Value17484BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings35872TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionASSETS HELD FOR BENEFIT OF OTHERSDescription
Amount$262,069,003Amount
FieldValueIRS element (for citing)
Total Of Amounts262069003TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt3410590TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments588391NetUnrealizedGainsInvestments
Other Revenues-45007OtherRevenues
Revenue Not Rptd F990543384RevenueNotRptdF990
Revenue Subtotal2867206RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902867206TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2806359TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2806359ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902806359TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CHEYNEY UNIVERSITY
1837 UNIVERSITY CIRCLECHEYNEYPA19319237148064501(C)(3)111460PROVIDE SCHOLARSHIPS AND TEACHER INTERN GRANTS.
DEPAUL CATHOLIC SCHOOL
44 WEST LOGAN STREETPHILADELPHIAPA19144232407829501(C)(3)125000PROVIDE FINANCIAL ASSISTANCE IN SUPPORT OF INSTRUCTIONAL COACHING.
DAWN'S PLACE
PO BOX 24738PHILADELPHIAPA19111260196507501(C)(3)8500PROVIDE ASSISTANCE TO WOMEN IN NEED.
DIVERSIFIED COMMUNITY SERVICES
2101 SOUTH 24TH STREETPHILADELPHIAPA19145231365980501(C)(3)8000PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN IN PHILADELPHIA.
FRIENDS GENERAL CONFERENCE
1216 ARCH STREET 2BPHILADELPHIAPA19103231352148501(C)(3)5650PROVIDE PROGRAMS AND SERVICES FOR FRIENDS, MEETINGS AND SEEKERS.
FRIENDS NEIGHBORHOOD GUILD
701 NORTH 8TH STREETPHILADELPHIAPA19123231424024501(C)(3)30322PROVIDE FINANCIAL ASSISTANCE IN BUYING FUEL FOR CITIZENS IN NEED.
FRIENDS SELECT SCHOOL
17TH AND BEN FRANKLIN PARKWAYPHILADELPHIAPA19103230604370501(C)(3)10029PROVIDE SCHOLARSHIP ASSISTANCE TO CHILDREN OF NEEDY WOMEN IN PHILADELPHIA.
MONTVERDE FRIENDS US
PO BOX 1308GREENFIELDMA01302223722119501(C)(3)15000PROVIDE GRANTS TO CHARITABLE ORGS. LOCATED IN THE MONTVERDE COMMUNITY AND ELSEWHERE AROUND THE WORLD.
NEW KENSINGTON CDC
2515 FRANKFORD AVENUEPHILADELPHIAPA19125222610536501(C)(3)10000PROVIDE ASSISTANCE WITH HEATING FUEL.
PHILADELPHIA YEARLY MEETING
1515 CHERRY STREETPHILADELPHIAPA19102731646786501(C)(3)127879PROVIDE SUPPORT FOR FRIENDS SOCIAL SERVICE ORGANIZATIONS.
WESTTOWN SCHOOL
975 WESTTOWN ROADWEST CHESTERPA19382231352690501(C)(3)50000PROVIDE SCHOLARSHIP SUPPORT TO DESERVING CHILDREN.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJEFFERY W PERKINSNamePerson
TitleEXECUTIVE DIRECTORTitle
Base Compensation Filing Org160263BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org2550DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org8102NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org170915TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F990200618NoncashContribsRptdF990
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 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 11GOVERNING 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 12CMONITORING 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 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.
FORM 990, PART VI, SECTION C, LINE 19PUBLIC 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: