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Relying on Quaker testimonies and values, Friends Fiduciary provides prudent, cost-effective investment management and philanthropic services for Friends organizations.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$6.6M
Program Spending
95%
of total expenses go to program services
Total Contributions
$606.5K
Total Expenses
▼$6.3M
Total Assets
$743.3M
Total Liabilities
▼$723M
Net Assets
$20.3M
Officer Compensation
→$459.3K
Other Salaries
$856.8K
Investment Income
$893K
Fundraising
▼$0
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $1.1M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
Realize Impact46-3594732 | Bainbridge Island, WA | $370.5K | Cash | Restricted for Cascadia |
Cheyney University23-7148064 | Cheyney, PA | $186.5K | Cash | Tuition Aid |
Friends Council on Education23-1352147 | Philadelphia, PA | $76.7K | Cash | Quaker Tuition Aid |
| Philadelphia, PA | $32.3K | Cash | Provide Financial | |
Philadelphia Yearly Meeting73-1646786 | Philadelphia, PA | $29.8K | Cash | Provide support |
Barclay Friends23-2088476 | West Chester, PA | $25K | Cash | Goshen memory |
Cabrillo Festival of Contemporary Music94-6123298 | Santa Cruz, CA | $25K | Cash | Unrestricted |
Mercy Corps91-1148123 | Prescott, AZ | $25K | Cash | Unrestricted |
Filmmakers Collaborative SF94-3059140 | San Francisco, CA | $20K | Cash | Glen Park Films |
Lansdowne Friends School23-1360856 | Landsdowne, PA | $18.8K | Cash | scholarships for |
Howard University53-0204707 | Washington, DC | $18.8K | Cash | Mannumissions |
Waging Nonviolence46-4615909 | Brooklyn, NY | $15K | Cash | Unrestricted |
The Way Christian Center94-2684376 | Berkeley, CA | $15K | Cash | Unrestricted |
Friends Select School23-0604370 | Philadelphia, PA | $13.6K | Cash | scholarship assistance |
Crosswicks Monthly Meeting22-2068867 | Crosswicks, NJ | $13.3K | Cash | for ?the running |
Frankford Friends School23-1352634 | Philadelphia, PA | $13.3K | Cash | Tuition Aid |
American Friends Service Committee23-1352010 | Philadelphia, PA | $13K | Cash | Unrestricted |
Greene Street Friends School30-0923414 | Philadelphia, PA | $10.6K | Cash | Tuition Aid |
Strawberry Mansion NAC Inc55-0900527 | Philadelphia, PA | $10K | Cash | Emergency Fuel |
Baltimore Yearly Meeting52-0856309 | Baltimore, MD | $10K | Cash | Campaign for Opequon |
GPASS23-2216151 | Philadelphia, PA | $10K | Cash | Fuel Assistance |
GPCA23-1365980 | Philadelphia, PA | $10K | Cash | Emergency Fuel |
Institute for Policy Studies52-0788947 | Washington, DC | $10K | Cash | Unrestricted |
United Palestinian Appeal11-2494808 | Washington, DC | $10K | Cash | Unrestricted |
We Never Say Never23-3273681 | Philadelphia, PA | $10K | Cash | NEC emergency |
Phila Corp for Aging-EFC23-1905649 | Philadelphia, PA | $9,500 | Cash | Fuel Assistance |
New Kensington CDC22-2610536 | Philadelphia, PA | $9,500 | Cash | NEC emergency |
Philly Green Capitol86-2714334 | Philadelphia, PA | $9,300 | Cash | 6 home solar |
Southwest Community Development23-2491247 | Philadelphia, PA | $9,000 | Cash | Emergency fuel |
Face to Face23-2862064 | Philadelphia, PA | $9,000 | Cash | Weatherization |
New Garden Friends Meeting56-0860298 | Greensboro, NC | $8,085 | Cash | Unrestricted |
Mercy Neighborhood Ministries57-1144097 | Philadelphia, PA | $8,000 | Cash | Unrestricted |
Quaker Voluntary Service38-3858580 | Sanford, NC | $7,500 | Cash | Unrestricted |
Interfaze Educational Productions94-3228118 | Berkeley, CA | $7,500 | Cash | Unrestricted |
Family Promise Montco22-2708420 | Ambler, PA | $7,500 | Cash | heating assitance |
Project HOME23-2555950 | Philadelphia, PA | $7,000 | Cash | Unrestricted |
Center in the Park23-1919016 | Philadelphia, PA | $7,000 | Cash | heating assitance |
Arts Holding Hands and Hearts46-2698782 | Kennett Square, PA | $7,000 | Cash | ""Step-Up-Step-Out"" |
Sojourner House - Women Against Abuse23-1984838 | Philadelphia, PA | $6,000 | Cash | Fuel Assistance |
Thistle Hills85-1655793 | Coatesville, PA | $5,820 | Cash | Heating support |
| Total | $1.1M | |||
Bainbridge Island, WA
$370.5K
Cheyney, PA
$186.5K
Philadelphia, PA
$76.7K
Philadelphia, PA
$32.3K
Philadelphia, PA
$29.8K
West Chester, PA
$25K
Santa Cruz, CA
$25K
Prescott, AZ
$25K
San Francisco, CA
$20K
Landsdowne, PA
$18.8K
Washington, DC
$18.8K
Brooklyn, NY
$15K
Berkeley, CA
$15K
Philadelphia, PA
$13.6K
Crosswicks, NJ
$13.3K
Philadelphia, PA
$13.3K
Philadelphia, PA
$13K
Philadelphia, PA
$10.6K
Philadelphia, PA
$10K
Baltimore, MD
$10K
Philadelphia, PA
$10K
Philadelphia, PA
$10K
Washington, DC
$10K
Washington, DC
$10K
Philadelphia, PA
$10K
Philadelphia, PA
$9,500
Philadelphia, PA
$9,500
Philadelphia, PA
$9,300
Philadelphia, PA
$9,000
Philadelphia, PA
$9,000
Greensboro, NC
$8,085
Philadelphia, PA
$8,000
Sanford, NC
$7,500
Berkeley, CA
$7,500
Ambler, PA
$7,500
Philadelphia, PA
$7,000
Philadelphia, PA
$7,000
Kennett Square, PA
$7,000
Philadelphia, PA
$6,000
Coatesville, PA
$5,820
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: SOUNK
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $6.6M | $606.5K | $6.3M | $743.3M | $20.3M |
| 2023IRS e-File | $6.4M | $749.6K | $5.8M | $693.2M | $19.1M |
| 2022 | $5.4M | $123.5K | $5.4M | $617.1M | $16.9M |
| 2021 | $5.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Ethan Birchard | Executive Director Eff 4/24 | 40 | $187.4K | $0 | $7,404 | $194.8K |
| Sandy Quinn | Controller | 40 | $155.7K | $0 | $20.2K | $175.9K |
| Jeffery W Perkins | Executive Director Term 3/24 | 40 | $80.6K | $0 | $5,084 | $85.7K |
| Bennett Lomax | Dir Eff 10/24; Chair Term 9/24 | 10 | $0 | $0 | $0 | $0 |
| Christie Duncan-Tessmer | Chair Ef 10/24;v-chair Tm 9/24 | 10 | $0 | $0 | $0 | $0 |
| Stanley Pelli | Vice Chair | 6 | $0 | $0 | $0 | $0 |
| Christina Repoley | Sec Eff 12/24; Dir Term 12/24 | 6 | $0 | $0 | $0 | $0 |
| Joan Countryman | Secretary Term 12/24 | 2 | $0 | $0 | $0 | $0 |
| Bruce Beaton | Treasurer | 2 | $0 | $0 | $0 | $0 |
Ethan Birchard
Executive Director Eff 4/24
$194.8K
Hrs/Wk
40
Compensation
$187.4K
Related Orgs
$0
Other
$7,404
Sandy Quinn
Controller
$175.9K
Hrs/Wk
40
Compensation
$155.7K
Related Orgs
$0
Other
$20.2K
Jeffery W Perkins
Executive Director Term 3/24
$85.7K
Hrs/Wk
40
Compensation
$80.6K
Related Orgs
$0
Other
$5,084
Bennett Lomax
Dir Eff 10/24; Chair Term 9/24
$0
Hrs/Wk
10
Compensation
$0
Related Orgs
$0
Other
$0
Christie Duncan-Tessmer
Chair Ef 10/24;v-chair Tm 9/24
$0
Hrs/Wk
10
Compensation
$0
Related Orgs
$0
Other
$0
Stanley Pelli
Vice Chair
$0
Hrs/Wk
6
Compensation
$0
Related Orgs
$0
Other
$0
Christina Repoley
Sec Eff 12/24; Dir Term 12/24
$0
Hrs/Wk
6
Compensation
$0
Related Orgs
$0
Other
$0
Joan Countryman
Secretary Term 12/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Bruce Beaton
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Richard Kent | Chief Investment Officer | 40 | $190.5K | $0 | $11.4K | $201.9K |
| Eston Griffin | Dir Of Bus Dev & Constiuent Re | 40 | $182.6K | $0 | $12.5K | $195K |
Richard Kent
Chief Investment Officer
$201.9K
Hrs/Wk
40
Compensation
$190.5K
Related Orgs
$0
Other
$11.4K
Eston Griffin
Dir Of Bus Dev & Constiuent Re
$195K
Hrs/Wk
40
Compensation
$182.6K
Related Orgs
$0
Other
$12.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Beth Henricks | Director | 2 | $0 | $0 | $0 | $0 |
| Carl Butler | Director | 2 | $0 | $0 | $0 | $0 |
| Daniel Isaacs | Director | 2 | $0 | $0 | $0 | $0 |
| Doug Costa | Director | 2 | $0 | $0 | $0 | $0 |
| Elizabeth Widdicombe | Director | 2 | $0 | $0 | $0 | $0 |
| John Helding | Director | 2 |
Beth Henricks
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Carl Butler
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Daniel Isaacs
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $76.8K |
| $5.6M |
| $693.4M |
| $21.1M |
| 2020 | $5.2M | $606.4K | $5.3M | $597.5M | $19.5M |
| 2019 | $4.6M | $499.4K | $4.2M | $528.6M | $17.8M |
| 2018 | $5.3M | $1.5M | $3.9M | $431M | $14.8M |
| 2017 | $3.8M | $221.4K | $3.5M | $469.3M | $15.1M |
| 2016 | $3.5M | $75.3K | $3.5M | $380.9M | $13.1M |
| 2015 | $4.5M | $1.3M | $3.5M | $335.2M | $13M |
| 2014 | $3.2M | $218.7K | $2.9M | $327.8M | $12.6M |
| 2013 | $2.8M | $107.4K | $2.7M | $303.1M | $12M |
| 2012 | $2.9M | $216.4K | $2.8M | $272.9M | $10.6M |
| 2011 | $2.6M | $36.2K | $2.6M | $252.7M | $10M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $0 |
| $0 |
| $0 |
| $0 |
| Jonathan Brown | Director Eff 9/24 | 2 | $0 | $0 | $0 | $0 |
| Margaret Plank | Director Eff 9/24 | 2 | $0 | $0 | $0 | $0 |
| Mark Myers | Director | 2 | $0 | $0 | $0 | $0 |
| Michael Homans | Director Eff 9/24 | 2 | $0 | $0 | $0 | $0 |
| Robert Hayden Jr | Director | 2 | $0 | $0 | $0 | $0 |
| Takashi Moriuchi | Director | 2 | $0 | $0 | $0 | $0 |
| Terry Nance | Director | 2 | $0 | $0 | $0 | $0 |
| Tom Wright | Director | 2 | $0 | $0 | $0 | $0 |
| Tommy Wrenn | Director | 2 | $0 | $0 | $0 | $0 |
Doug Costa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Elizabeth Widdicombe
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
John Helding
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jonathan Brown
Director Eff 9/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Margaret Plank
Director Eff 9/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Mark Myers
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Michael Homans
Director Eff 9/24
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Robert Hayden Jr
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Takashi Moriuchi
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Terry Nance
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tom Wright
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tommy Wrenn
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0