2025-07-08T16:08:51-05:00 2024-12-31 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-01-01 231968136 Friends Fiduciary Corporation % EXECUTIVE DIRECTOR FRIE 2152417272 1700 Market Street Suite 1535 Philadelphia PA 19103 ETHAN BIRCHARD EXECUTIVE DIRECTOR 2152417272 2025-05-15 true BRIAN PAGE P02402981 2155462140 2024 2025-03-06 01:10:19Z ETHAN BIRCHARD 1700 Market Street1535 Philadelphia PA 19103 7358998 false X WWW.FRIENDSFIDUCIARY.ORG X 1975 PA Relying on Quaker testimonies and values, Friends Fiduciary provides prudent, cost-effective investment management and philanthropic services for Friends organizations. 20 20 11 22 0 0 749574 606453 4655178 5106874 929168 892963 37437 32024 6371357 6638314 943386 1209007 0 0 1447293 1500818 0 0 0 3366185 3621894 5756864 6331719 614493 306595 693159751 743271598 674109384 722962544 19050367 20309054 X WITHIN THE RELIGIOUS SOCIETY OF FRIENDS ARE MANY ORGANIZATIONS REQUIRING FINANCIAL SERVICES TO SUPPORT THEIR WORK. AMONG THESE ORGANIZATIONS ARE FRIENDS MEETINGS, CHURCHES, SCHOOLS, RETIREMENT COMMUNITIES AND OTHER NON-PROFIT FRIENDS GROUPS WHOSE PURPOSE IS TO ADVANCE SOME ASPECT OF THE WORK AND FAITH OF THE RELIGIOUS SOCIETY OF FRIENDS. FRIENDS FIDUCIARY CORPORATION WAS CREATED TO MEET THIS NEED. MORE SPECIFICALLY, THE PURPOSES OF FRIENDS FIDUCIARY CORPORATION ARE TO PROVIDE QUAKER VALUES ALIGNED INVESTMENT MANAGEMENT, FIDUCIARY AND CHARITABLE GIVING SERVICES FOR TAX-EXEMPT QUAKER ORGANIZATIONS. INVESTMENTS ARE MADE ACCORDING TO OUR QUAKER VALUES ALIGNED INVESTMENT CRITERIA, GUIDED BY FRIENDS TESTIMONIES AND VALUES. false false 3964588 4573145 INVESTMENT MANAGEMENT SERVICES: FRIENDS FIDUCIARY CORPORATION PROVIDES PRUDENT, COST EFFECTIVE, INSTITUTIONAL INVESTMENT SERVICES FOR OVER 460 FRIENDS MEETINGS, CHURCHES, SCHOOLS AND ORGANIZATIONS. OUR SOCIALLY RESPONSIBLE INVESTMENT ACTIVITIES INCLUDE SCREENING COMPANIES, ACTIVE VOTING OF PROXIES AND SHAREHOLDER ADVOCACY, SUCH AS SHAREHOLDER RESOLUTIONS AND COMPANY DIALOGUES - ALL GUIDED BY OUR QUAKER TESTIMONIES, VALUES AND CONCERNS. 1580032 1209007 232393 GRANTMAKING: FRIENDS FIDUCIARY CORPORATION SERVES AS FIDUCIARY/TRUSTEE FOR OVER 100 FUNDS RECEIVED UNDER WILL OR GIFT AGREEMENT. THESE FUNDS MAY BENEFIT SPECIFIC FRIENDS ORGANIZATIONS OR BE AVAILABLE FOR GRANTS TO FURTHER THE WORK OF FRIENDS. IN 2024, OVER 120 GRANTS WERE MADE TO CHARITIES. THESE GRANTS SUPPORTED THE WORK OF FRIENDS SCHOOLS, RETIREMENT COMMUNITIES, MEETINGS, AND OTHER CHARITABLE PURPOSES OF CONCERN TO THE RELIGIOUS SOCIETY OF FRIENDS. 458597 301336 PLANNED GIVING: FRIENDS FIDUCIARY CORPORATION PROVIDES PLANNED GIVING ADMINISTRATIVE SERVICES. FRIENDS FIDUCIARY CORPORATION HAS ISSUED APPROXIMATELY 500 CHARITABLE GIFT ANNUITIES TO BENEFIT THE WORK OF QUAKER ORGANIZATIONS WITHIN THE RELIGIOUS SOCIETY OF FRIENDS AND THE CONCERNS OF ITS MEMBERS. IN 2024, GIFTS TOTALING APPROXIMATELY $2.2 Million WERE RECEIVED TO ESTABLISH CHARITABLE GIFT ANNUITIES, WHICH WILL EVENTUALLY BENEFIT A VARIETY OF QUAKER ORGANIZATIONS WORKING IN AREAS OF EDUCATION, PEACE, SOCIAL JUSTICE AND OTHER CHARITABLE PURPOSES OF IMPORTANCE TO FRIENDS. 6003217 true true false false false true false false false true true false false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 17 0 true 11 true false false false false false false false false false false false false X 20 20 true false false false false false false true true false false true true true true true true true true false AR CA FL GA IL KS KY MD MA MI MN NH NJ NM NY NC OR PA RI SC TN VA WV WI X EXECUTIVE DIRECTOR 2152417272 1700 MARKET STREET SUITE 1535 PHILADELPHIA PA 19103 RICHARD KENT CHIEF INVESTMENT OFFICER 40.0 0.0 X 190482 0 11443 ESTON 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FRIENDS MONTHLY MEETING 383711910 1 false 0 0 PIMA MONTHLY MEETING 474866715 1 false 0 0 PLUMSTEAD FRIENDS MEETING 731646786 1 true 0 0 PLYMOUTH MEETING FRIENDS SCHOOL 231370503 2 false 0 0 PLYMOUTH MONTHLY MEETING TRUSTEES 731646786 1 true 0 0 POPLAR RIDGE FRIENDS MEETING 161347798 1 false 0 0 PORTLAND FRIENDS MEETING 016043989 1 false 0 0 POUGHKEEPSIE MONTHLY MEETING 146026984 1 false 0 0 PRINCETON MONTHLY MEETING 210738425 1 true 0 0 PRISONER VISITATION & SUPPORT 231985076 7 false 0 0 PROMOTING AN ENDURING PEACE INC 262759880 1 false 0 0 PROVIDENCE (RI) MONTHLY MEETING 056017148 1 false 0 0 PROVIDENCE MONTHLY MEETING 232849863 1 true 0 0 PURCHASE MONTHLY MEETING 263396619 1 false 0 0 QUAKER HOUSE OF FAYETTEVILLE INC 237080452 7 false 0 0 QUAKER SCHOOL AT HORSHAM 232200072 2 false 2640 0 QUAKER UNIVERSALIST FELLOWSHIP 222482211 2 false 0 0 QUAKER VOLUNTARY SERVICE 383858580 7 false 7500 0 QUAKERTOWN MONTHLY MEETING 731646786 1 true 0 0 RADNOR FRIENDS MEETING 731646786 1 true 0 0 RAHWAY & PLAINFIELD MONTHLY MEETING 220019134 1 false 0 0 RALEIGH FRIENDS MEETING 562176865 1 false 0 0 RANCOCAS FRIENDS SCHOOL 210703805 2 false 0 0 RANCOCAS MONTHLY MEETING 222218657 1 true 0 0 READING MONTHLY MEETING 236245560 1 true 0 0 REUNITED SOCIETY OF BELIEVERS 822386541 10 false 0 0 RICHLAND MONTHLY MEETING 731646786 1 true 0 0 RICHMOND FRIENDS SCHOOL 351267045 2 false 0 0 RIDGEWOOD MONTHLY MEETING 223134592 1 false 0 0 RIGHT SHARING OF WORLD RESOURCES 311636209 7 false 4500 0 ROCHESTER FRIENDS MEETING 411675507 1 false 0 0 ROCKLAND FRIENDS MEETING 136144840 1 false 0 0 SACRAMENTO MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS 311575767 1 false 0 0 SALEM MONTHLY MEETING 222286649 1 true 0 0 SALEM QUARTERLY MEETING 216018293 1 true 0 0 SAN FRANCISCO FRIENDS MEETING 941630588 1 false 500 0 SAN JOSE FRIENDS MEETING 941513139 1 false 0 0 SAN JOSE FRIENDS MEETING 941513139 1 false 0 0 SANDY SPRING MONTHLY MEETING 521105942 1 false 0 0 SANTA BARBARA FRIENDS MEETING 770148410 1 false 0 0 SANTA MONICA MONTHLY MEETING 953976234 1 false 0 0 SARANAC LAKE MONTHLY MEETING 135679424 1 false 0 0 SARASOTA MONTHLY MEETING 596560877 1 false 0 0 SARATOGA MONTHLY MEETING 830486068 1 false 0 0 SCARSDALE MONTHLY MEETING 136223492 1 false 0 0 SCHUYKILL MEETING OF FRIENDS 731646786 1 true 0 0 SOLEBURY FRIENDS MEETING 731646786 1 true 0 0 SOUTH CENTRAL YEARLY MEETING 760094539 1 false 0 0 SOUTH MOUNTAIN FRIENDS MEETING 931163560 1 false 0 0 SOUTH SEATTLE FRIENDS MEETING 271507786 1 false 0 0 SOUTHAMPTON MONTHLY MEETING 731646786 1 true 0 0 SOUTHEASTERN YEARLY MEETING 591226463 1 false 0 0 SOUTHEASTERN YEARLY MEETING TRUSTEE 591226463 1 false 0 0 SOUTHERN APPALACHIAN YEARLY MEETING AND ASSOCIATION 611123096 1 false 0 0 SPRING FRIENDS MEETING 561394704 1 false 0 0 SPRINGFIELD MONTHLY MEETING 236269390 1 true 0 0 ST PETERSBURG MONTHLY MEETING 591226463 1 false 0 0 STAPELEY IN GERMANTOWN 232145152 10 false 0 0 STATE COLLEGE MONTHLY MEETING 731646786 1 true 0 0 STEVENS POINT MONTHLY MEETING 821039103 1 false 0 0 STILLWATER FRIENDS MEETING 810613448 1 false 0 0 STRATFORD FRIENDS SCHOOL 231999828 2 false 2640 0 STRAWBERRY CREEK MONTHLY MEETING 942464037 1 false 0 0 SWANNANOA VALLEY FRIENDS MEETING 561970828 1 false 0 0 SWARTHMORE MONTHLY MEETING 731646786 1 true 0 0 TAGHKANIC HUDSON MONTHLY MEETING 900780165 1 false 0 0 TAKOMA PARK PREPARATIVE MEETING 526044750 1 false 0 0 TANDEM FRIENDS SCHOOL OF CHARLOTTESVILLE 267063914 2 false 0 0 TEMPE FRIENDS MONTHLY MEETING 860634034 1 false 5000 0 THE FIDUCIARY TRUSTEES OF OHIO YEAR 316043452 1 false 0 0 THE HICKMAN 231352144 7 false 0 0 THE MIQUON SCHOOL 231405603 2 false 0 0 THIRD HAVEN MONTHLY MEETING 520689918 1 true 0 0 THIRD HAVEN MONTHLY MEETING TRUSTEE 231352146 1 true 0 0 THIRD HAVEN SCHOLARSHIP COMMITTEE 520689918 1 true 0 0 TRACT ASSOCIATION OF FRIENDS 231511328 10 false 0 0 TRENTON MONTHLY MEETING 210694745 1 true 0 0 TWIN CITIES FRIENDS MEETING 411334320 1 false 0 0 TWIN ROCKS FRIENDS CONFERENCE ASSOCIATION 930517562 10 false 0 0 UNITY MONTHLY MEETING 731646786 1 true 0 0 UPPER DUBLIN GRAVEYARD 231339676 1 true 0 0 UPPER DUBLIN MONTHLY MEETING 231339676 1 true 0 0 URBANA-CHAMPAIGN FRIENDS MEETING 376050488 1 false 0 0 UWCHLAN MONTHLY MEETING 731646786 1 true 0 0 VALLEY MONTHLY MEETING 232611175 1 true 0 0 VIRGINIA BEACH FRIENDS MEETING 541109740 1 false 0 0 WEARE MONTHLY MEETING 611609190 1 false 0 0 WELLESLEY MONTHLY MEETING 222483625 1 false 0 0 WEST CHESTER FRIENDS SCHOOL 231690347 2 false 0 0 WEST CHESTER MONTHLY MEETING 731646786 1 true 0 0 WEST GROVE AREA DAYCARE CENTER 232103745 2 false 0 0 WEST GROVE MONTHLY MEETING 731646786 1 true 0 0 WEST RICHMOND FRIENDS MEETING 351057227 1 false 0 0 WESTBURY MONTHLY MEETING 111745999 1 false 0 0 WESTERN QUARTERLY MEETING 231942626 1 false 0 0 WESTFIELD FRIENDS SCHOOL 200994702 2 false 2640 0 WESTFIELD MONTHLY MEETING 210638162 1 true 0 0 WESTTOWN MONTHLY MEETING 731646786 1 true 0 0 WESTTOWN SCHOOL 231352690 2 false 0 0 WHITTIER MONTHLY MEETING 251559990 1 false 0 0 WICOMICO RIVER FRIENDS MEETING 203340744 1 true 0 0 WILLISTOWN MONTHLY MEETING TRUSTEES 232623853 1 true 0 0 WILMINGTON MONTHLY MEETING TRUSTEES 510080062 1 true 0 0 WILTON MONTHLY MEETING QUAKERS 260058607 1 false 0 0 WINSTON SALEM FRIENDS MEETING 560603919 1 false 0 0 WOODBURY MONTHLY MEETING 731646786 1 true 0 0 WOODSTOWN MONTHLY MEETING 731646786 1 true 0 0 WOOSTER MONTHLY MEETING 341567495 1 false 0 0 WRIGHTSTOWN MONTHLY MEETING 231370435 1 true 0 0 XENIA FRIENDS MEETING 311007984 1 false 0 0 YARDLEY MONTHLY MEETING 731646786 1 true 0 0 YORK MONTHLY MEETING 232271538 1 false 0 0 YOUNG FRIENDS AID ASSOCIATION 136017755 1 false 0 0 ATLANTA FRIENDS MEETING 580840198 1 false 0 0 FRIENDS VILLAGE RESIDENTS ASSOCIATION 873685420 3 false 0 0 FRIENDS SCHOOL OF WILMINGTON INC 561908453 2 false 0 0 JAMESTOWN FRIENDS MEETING 316055487 1 false 0 0 MEDFORD LEAS 210633410 3 false 0 0 MISSOULA FRIENDS MEETING 810461509 1 false 0 0 OHIO VALLEY YEARLY MEETING 351546689 1 false 0 0 PAUL CUFFEE ABOLITIONIST CENTER 845045062 10 false 0 0 QUAKER EARTHCARE WITNESS 382962080 10 false 0 0 SOUTHERN CALIFORNIA QUARTERLY MEETING OF THE RELIGIOUS SOCIE 330629211 1 false 0 0 ADELPHI FRIENDS MEETING 526044750 1 false 750 0 CLEVELAND FRIENDS MEETING 346536239 1 false 0 0 407 316137 0 false false false false true true false false false false false false false false false true true true X true true PART IV, SECTION A, QUESTION 1 THE SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND PURPOSE IN THE GOVERNING DOCUMENTS. FRIENDS FIDUCIARY CORPORATION IS ORGANIZED EXCLUSIVELY FOR RELIGIOUS AND CHARITABLE PURPOSES, "TO RECEIVE, HOLD, MANAGE AND INVEST PROPERTY, AS TRUSTEE, CUSTODIAN OR AGENT, ON BEHALF OF PHILADELPHIA YEARLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS, ANY OF ITS CONSTITUENT MONTHLY, QUARTERLY, HALF-YEARLY OR PREPARATIVE MEETINGS, INCLUDING COMMITTEES THEREOF"ON BEHALF OF OTHER ORGANIZATIONS WHICH QUALIFY AS ORGANIZATIONS OF THE TYPE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, OR IN THE CORRESPONDING PROVISION OF ANY SUBSEQUENT" EXCEPT THAT ALL SUCH ORGANIZATIONS ARE QUAKER OR QUAKER AFFILIATED CHARITABLE ORGANIZATIONS. PART IV, SECTION A, QUESTION 6 FRIENDS FIDUCIARY CORPORATION SERVES AS TRUSTEE FOR A NUMBER OF TRUSTS IN ITS ROLE AS SUPPORTING ORGANIZATION FOR PHILADELPHIA YEARLY MEETING (PYM). DISTRIBUTION COMMITTEES FOR THESE TRUSTS, WHICH ARE SELECTED BY THE SUPPORTED ORGANIZATION (PYM), RECOMMEND GRANTS, SUBJECT TO APPROVAL BY FRIENDS FIDUCIARY CORPORATION, TO ORGANIZATIONS, SOME OF WHICH ARE NOT SUPPORTED ORGANIZATIONS. IN ADDITION FRIENDS FIDUCIARY CORPORATION IS A SPONSORING ORGANIZATION FOR DONOR ADVISED FUNDS. DONOR ADVISORS MAY RECOMMEND GRANTS, SUBJECT TO APPROVAL BY FRIENDS FIDUCIARY CORPORATION, TO A VARIETY OF ORGANIZATIONS. PART IV, SECTION D, QUESTION 3 MOST MEMBERS OF FRIENDS FIDUCIARY CORPORATION'S BOARD OF DIRECTORS ARE MEMBERS OF FRIENDS FIDUCIARY CORPORATION'S SUPPORTED CONSTITUENT ORGANIZATIONS OR OFFICERS, DIRECTORS OR TRUSTEES OF ONE OR MORE OF FRIENDS FIDUCIARY CORPORATION'S SUPPORTED CONSTITUENT ORGANIZATIONS. THE INVESTMENT POLICY OF FRIENDS FIDUCIARY CORPORATION IS APPROVED BY THE FRIENDS FIDUCIARY CORPORATION BOARD OF DIRECTORS. THE ANNUAL BUDGET WHICH REFLECTS THE PRIORITIES OF THE USE OF THE INCOME AND ASSETS OF FRIENDS FIDUCIARY CORPORATION IS APPROVED BY FRIENDS FIDUCIARY CORPORATION'S BOARD OF DIRECTORS. PART IV, SECTION E, QUESTION 2A FRIENDS FIDUCIARY CORPORATION, THE SUPPORTING ORGANIZATION, PROVIDES QUAKER VALUES ALIGNED INVESTMENT SERVICES, WHICH SPECIFICALLY INCORPORATE QUAKER RELIGIOUS VALUES IN THE INVESTMENT PROCESS, TO THE SUPPORTED QUAKER ORGANIZATIONS. THESE SERVICES ARE PROVIDED AT COST TO THE SUPPORTED ORGANIZATIONS. EACH SUPPORTED ORGANIZATION BENEFITS FROM THE ECONOMIES OF SCALE, THE PROFESSIONAL OPERATIONS AND OVERSIGHT AND THE FIDELITY OF IMPLEMENTATION OF QUAKER VALUES IN THE INVESTMENT PROCESS BY THE SUPPORTING ORGANIZATION. MANY OF THE SUPPORTED ORGANIZATIONS WOULD BE UNABLE TO ATTAIN THESE BENEFITS WITHOUT THE SUPPORTING ORGANIZATION. SUPPORTED ORGANIZATIONS ARE IDENTIFIED ON SCHEDULE A, PART I, LINE G. SCHEDULE A, PART I, LINE G. PART IV, SECTION E, QUESTION 2B THE SUPPORTED ORGANIZATIONS HAVE FINANCIAL ASSETS THAT NEED TO BE INVESTED. IF THE SUPPORTING ORGANIZATION WERE NOT COMPLETING THIS FUNCTION THE SUPPORTED ORGANIZATIONS WOULD BE REQUIRED TO DO SO ON THEIR OWN AND WITHOUT THE BENEFITS FROM THE ECONOMIES OF SCALE, THE PROFESSIONAL OPERATIONS AND OVERSIGHT, AND THE EXPERT IMPLEMENTATION OF QUAKER VALUES IN THE INVESTMENT PROCESS BY THE SUPPORTING ORGANIZATION. THE PLANNED GIVING SERVICES ARE OFFERED TO THE SUPPORTED ORGANIZATIONS THAT DO NOT HAVE THE STAFF AND RESOURCES TO MANAGE AND ADMINISTER A PLANNED GIVING EFFORT TO SUPPORT THEIR ORGANIZATIONS. THE REMAINDER OF GIFTS MANAGED BY FFC DIRECTLY SUPPORT THE SUPPORTED ORGANIZATIONS. PART IV, SECTION A, QUESTION 5a Added: Atlanta Friends Meeting 58-0840198 Friends Village Residents Association 87-3685420 Friends School of Wilmington Inc 56-1908453 Jamestown Friends Meeting 31-6055487 Medford Leas 21-0633410 Missoula Friends Meeting 81-0461509 Ohio Valley Yearly Meeting 35-1546689 Paul Cuffee Abolitionist Center 84-5045062 Quaker Earthcare Witness 38-2962080 Southern California Quarterly Meeting of the Religious Society of Friends 33-0629211 Adelphi Friends Meeting 52-6044750 Removed: College Park Friends Educational Association 94-1507823 Kendal on Hudson Residents Association 20-3784683 Middletown Friends Meeting - NEYM 06-1219914 Quaker Heights Foundation LLC 31-1575048 Organizations were added to reflect new constituent of Friends Fiduciary Corporation during the year. Organizations were removed as the constituent withdrew its funds from Friends Fiduciary Corporation during the year. The additional and removal of organization is authorized by the class of organization designated in the article three or the Friends Fiduciary Corporation's articles of incorporation. The supporting organization was added or removed as part of a class already designated in the organizations organizing document. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 520005 703598 1900893 true true 16337652 596453 1596557 1228584 17302078 14425933 739552 2135696 963529 16337652 18307733 119324 -3238789 762335 14425933 17063904 72683 2396148 1225002 18307733 15986538 566674 1943937 1433245 17063904 0.11770 0.88230 false false 12416 9066 3350 78313 62164 16149 19499 0 ASSETS HELD FOR THE BENEFIT OF OTHERS 720686317 OPERATING LEASE LIABILITY 210525 720896842 7590406 903118 48974 952092 6638314 6638314 6331719 6331719 6331719 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUND THE ENDOWMENTS PROVIDE FINANCIAL SUPPORT FOR EDUCATION; HEATING AND CLOTHING; AND OTHER PURPOSES. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN TAX POSITIONS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 4,984 CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 43,987 TOTAL TO SCHEDULE D, PART XI, LINE 2D 48,974 true American Friends Service Committee 1501 Cherry Street Philadelphia PA 19102 231352010 501(C)(3) 13000 Unrestricted Arts Holding Hands and Hearts 110 East State Street Suite 313 Kennett Square PA 19348 462698782 501(C)(3) 7000 ""Step-Up-Step-Out"" Baltimore Yearly Meeting 17100 Quaker Ln Baltimore MD 20860 520856309 501(C)(3) 10000 Campaign for Opequon Barclay Friends 700 N Franklin St West Chester PA 19380 232088476 501(C)(3) 25000 Goshen memory Cabrillo Festival of Contemporary Music 147 S River Street Suite 232 Santa Cruz CA 95060 946123298 501(C)(3) 25000 Unrestricted Center in the Park 5818 Germantown Ave Philadelphia PA 19144 231919016 501(C)(3) 7000 heating assitance Cheyney University 1837 University Circle Cheyney PA 19319 237148064 501(C)(3) 186500 Tuition Aid Crosswicks Monthly Meeting PO Box 456 Crosswicks NJ 08515 222068867 501(C)(3) 13290 for ?the running Face to Face 123 East Prince St Philadelphia PA 19144 232862064 501(C)(3) 9000 Weatherization Family Promise Montco 31 S Spring Gaden St Ambler PA 19002 222708420 501(C)(3) 7500 heating assitance Filmmakers Collaborative SF 145 9th St Ste 101 San Francisco CA 94103 943059140 501(C)(3) 20000 Glen Park Films Frankford Friends School 1500 Orthodox Street Philadelphia PA 19124 231352634 501(C)(3) 13260 Tuition Aid Friends Committee on National Legislation Educatio 701 North 8th St Philadelphia PA 19123 231424024 501(C)(3) 32321 Provide Financial Friends Council on Education 1507 Cherry St Philadelphia PA 19102 231352147 501(C)(3) 76715 Quaker Tuition Aid Friends Select School 17th and Benjamin Franklin Parkway Philadelphia PA 19103 230604370 501(C)(3) 13625 scholarship assistance GPASS 4943 N 5th St Philadelphia PA 19120 232216151 501(C)(3) 10000 Fuel Assistance GPCA 1529 S 22ND St Philadelphia PA 19146 231365980 501(C)(3) 10000 Emergency Fuel Greene Street Friends School 5511 Greene Street Philadelphia PA 19144 300923414 501(C)(3) 10620 Tuition Aid Howard University 2244 10th Street Room 302 Washington DC 20059 530204707 501(C)(3) 18750 Mannumissions Institute for Policy Studies 1303 Connnecticut Ave NW Suite 600 Washington DC 20036 520788947 501(C)(3) 10000 Unrestricted Interfaze Educational Productions 2600 10th St Ste 425 Berkeley CA 94710 943228118 501(C)(3) 7500 Unrestricted Lansdowne Friends School 110 N Lansdowne Ave Landsdowne PA 19050 231360856 501(C)(3) 18845 scholarships for Mercy Corps PO Box 80020 Dept W Natl Processing Ctr Prescott AZ 863049801 911148123 501(C)(3) 25000 Unrestricted Mercy Neighborhood Ministries 1939 W Venango Philadelphia PA 19140 571144097 501(C)(3) 8000 Unrestricted New Garden Friends Meeting 801 New Garden Road Greensboro NC 27410 560860298 501(C)(3) 8085 Unrestricted New Kensington CDC 2515 Frankford Ave Philadelphia PA 19125 222610536 501(C)(3) 9500 NEC emergency Phila Corp for Aging-EFC 642 North Broad Street Philadelphia PA 19130 231905649 501(C)(3) 9500 Fuel Assistance Philadelphia Yearly Meeting 1515 Cherry Street Philadelphia PA 19102 731646786 501(C)(3) 29811 Provide support Philly Green Capitol 1400 Jfk Blvd Rm 566 Philadelphia PA 19107 862714334 501(C)(3) 9300 6 home solar Project HOME 1515 Fairmount Ave Philadelphia PA 19130 232555950 501(C)(3) 7000 Unrestricted Quaker Voluntary Service 500 Westover Dr Sanford NC 27330 383858580 501(C)(3) 7500 Unrestricted Realize Impact 271 Winslow Way E 11548 Bainbridge Island WA 98110 463594732 501(C)(3) 370500 Restricted for Cascadia Sojourner House - Women Against Abuse 100 S Broad St Suite 1341 Philadelphia PA 19102 231984838 501(C)(3) 6000 Fuel Assistance Southwest Community Development 6328 Paschall Ave Philadelphia PA 19142 232491247 501(C)(3) 9000 Emergency fuel Strawberry Mansion NAC Inc 2829 W Diamond Street Philadelphia PA 19121 550900527 501(C)(3) 10000 Emergency Fuel The Way Christian Center 1305 University Avenue Berkeley CA 94702 942684376 501(C)(3) 15000 Unrestricted Thistle Hills 323 E Lincoln Hwy Coatesville PA 19320 851655793 501(C)(3) 5820 Heating support United Palestinian Appeal 1330 New Hampshire Ave NW Suite 104 Washington DC 20077 112494808 501(C)(3) 10000 Unrestricted Waging Nonviolence 226 Prospect Park West 146 Brooklyn NY 11215 464615909 501(C)(3) 15000 Unrestricted We Never Say Never 4427 Lancaster Avenue Philadelphia PA 19104 233273681 501(C)(3) 10000 NEC emergency 40 PART I, LINE 2: FFC FUNDS THAT MAKE GRANTS TO ORGANIZATIONS FALL UNDER TWO CATEGORIES. THE FIRST GROUP OF FUNDS MAKE GRANTS TO DESIGNATED ORGANIZATION(S) ON AN ONGOING BASIS. THE DESIGNATED RECIPIENTS OF THOSE GRANTS ARE ASKED TO REPORT ON A PERIODIC BASIS DIRECTLY TO THE CHARITABLE SERVICES COMMITTEE, A STANDING COMMITTEE OF THE BOARD OF DIRECTORS. OTHER FUNDS USE DISTRIBUTION COMMITTEES TO REVIEW GRANT APPLICATIONS 1-3 TIMES PER YEAR. THESE DISTRIBUTION COMMITTEES REPORT PERIODICALLY TO THE CHARITABLE SERVICES COMMITTEE AND, IN TURN, THE DISTRIBUTION COMMITTEES ASK THAT GRANTEES PROVIDE THE DISTRIBUTION COMMITTEE WITH A REPORT ON THE GRANTEE'S USE OF THE GRANT WITHIN A SPECIFIED TIME PERIOD, NORMALLY A YEAR AFTER THE GRANT IS RECEIVED. X X false false false false false false false false false ETHAN BIRCHARD EXECUTIVE DIRECTOR EFF 4/24 187419 0 0 0 7404 194823 0 SANDY QUINN CONTROLLER 155671 0 0 9501 10702 175874 0 RICHARD KENT CHIEF INVESTMENT OFFICER 190482 0 0 11214 229 201925 0 ESTON GRIFFIN DIR OF BUS DEV & CONSTIUENT RE 182558 0 0 11211 1268 195037 0 X 4 409919 FMV false false false FORM 990, PART VI, SECTION A, LINE 2: STAN PELLI AND MARGARET PLANK ARE ON THE KENDAL CORPORATION BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: GOVERNING BODY REVIEW OF FORM 990 THE FORM 990 IS REVIEWED ANNUALLY BY THE AUDIT COMMITTEE OF THE BOARD. IN ADDITION, A COPY OF THE FORM 990 IS SENT ELECTRONICALLY TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR IN WHICH THEY MUST DISCLOSE SUCH INTERESTS THAT MIGHT GIVE RISE TO POTENTIAL CONFLICTS. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD. BOARD MEMBERS AND/OR STAFF MAY IDENTIFY POTENTIAL CONFLICT SITUATIONS. WHEN A CONFLICT IS IDENTIFIED, THE BOARD OR STAFF MEMBER RECUSES THEMSELVES FROM THE DECISION MAKING PROCESS ON THE MATTER THAT COULD POTENTIALLY REPRESENT A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15: PROCESS FOR DETERMINING COMPENSATION THE HUMAN RESOURCES COMMITTEE AND THE BOARD CHAIR ARE RESPONSIBLE FOR THE EVALUATION OF THE EXECUTIVE DIRECTOR. THIS INCLUDES AN ANNUAL FORMAL PERFORMANCE APPRAISAL AND THE DETERMINATION OF APPROPRIATE COMPENSATION. BOTH THE CALCULATION AND ANY CHANGE IN COMPENSATION IS APPROVED BY THE BOARD. INFORMATION IS OBTAINED FROM SURVEYS OF COMPENSATION AT OTHER COMPARABLE NON PROFIT ORGANIZATIONS. THE EXECUTIVE DIRECTOR EVALUATES THIER DIRECT REPORTS; OTHER MANAGERS EVALUATE THEIR DIRECT REPORTS; THE EVALUATIONS AND ANY CHANGES IN COMPENSATION OF THE EXECUTIVE DIRECTOR'S DIRECT REPORTS ARE REVIEWED BY THE HUMAN RESOURCES COMMITTEE. THE EVALUATIONS AND ANY CHANGES IN COMPENSATION OF THE DIRECT REPORTS OF THE OTHER MANAGERS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19: PUBLIC AVAILABILITY OF OTHER DOCUMENTS THE ANNUAL AUDIT OF FRIENDS FIDUCIARY CORPORATION AND ITS FUNDS ARE DISTRIBUTED TO CONSTITUENT ORGANIZATIONS INVESTING IN THE FUND AND TO PROSPECTIVE INVESTOR ORGANIZATIONS UPON REQUEST. THE CORPORATION'S AUDIT IS PROVIDED TO ALL STATES WHERE REQUIRED AND IS ALSO AVAILABLE UPON REQUEST. FRIENDS FIDUCIARY CORPORATION'S GOVERNANCE STANDARDS AND INVESTMENT PHILOSOPHY AND GUIDANCE POLICIES ARE POSTED ON ITS WEBSITE AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 4,987 CHANGE IN MARKET VALUE OF GIFT ANNUITY AGREEMENTS 43,987 TOTAL TO FORM 990, PART XI, LINE 9 48,974