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Friends Fiduciary Corporation

Public charity
DBA: % EXECUTIVE DIRECTOR
Research & Policy · PHILADELPHIA, PA · EIN 23-1968136

About

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.

In care of Executive Director

Donations are tax-deductible
Category
Research & Policy
Employees
11
Volunteers
22

Financial Snapshot

FY ending 2024-12-31
Revenue
$6.6M
Expenses
$6.3M
Assets
$743.3M
Liabilities
$723.0M

Financial history

$6.6M$3.3M$0
161718192021222324
RevenueExpenses
Latest FY2024: $6.6M · Avg: $5.1M
FRIENDS FIDUCIARY CORPORATION
Your actions

Address

1700 Market ST STE 1535
Philadelphia, PA, 19103-391

Governance

Voting board members20
Independent members20
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Used comp surveyYes
Board approved compYes
Initial contract exceptionNo

Financial detail (Schedule D)

Board-designated %11.8%
Permanent endowment %88.2%
Endowment held by related orgNo
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.