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Friends Fiduciary Corporation

EIN: 23-1968136Philadelphia, PAZIP: 19103
W60Z - Public & Societal Benefit501(c)(3)

Mission

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.

Financials

YearRevenueExpensesAssets
2024$6.6M$0$743.3M
2023$6.4M$0$693.2M

Compensation

2024

RICHARD KENT
Chief Investment Officer
highest compensated employee
$190,482
$0
$0
$201,925
ESTON GRIFFIN
Dir of Bus Dev & Constiuent Re
highest compensated employee
$182,558
$0
$0
$195,037
ETHAN BIRCHARD
Executive Director Eff 4/24
chief executive officer
$187,419
$0
$0
$194,823
SANDY QUINN
Controller
officer (unspecified)
$155,671
$0
$0
$175,874
JEFFERY W PERKINS
Executive Director Term 3/24
chief executive officer
$0
$0
$0
$85,689
BENNETT LOMAX
Dir Eff 10/24; Chair Term 9/24
board chair
$0
$0
$0
$0
CHRISTIE DUNCAN-TESSMER
Chair Ef 10/24;v-chair Tm 9/24
board chair
$0
$0
$0
$0
STANLEY PELLI
Vice Chair
board vice chair
$0
$0
$0
$0
CHRISTINA REPOLEY
Sec Eff 12/24; Dir Term 12/24
officer (unspecified)
$0
$0
$0
$0
JOAN COUNTRYMAN
Secretary Term 12/24
officer (unspecified)
$0
$0
$0
$0
BRUCE BEATON
Treasurer
officer (unspecified)
$0
$0
$0
$0
BETH HENRICKS
Director
board member
$0
$0
$0
$0
CARL BUTLER
Director
board member
$0
$0
$0
$0
DANIEL ISAACS
Director
board member
$0
$0
$0
$0
DOUG COSTA
Director
board member
$0
$0
$0
$0
ELIZABETH WIDDICOMBE
Director
board member
$0
$0
$0
$0
JOHN HELDING
Director
board member
$0
$0
$0
$0
JONATHAN BROWN
Director Eff 9/24
board member
$0
$0
$0
$0
MARGARET PLANK
Director Eff 9/24
board member
$0
$0
$0
$0
MARK MYERS
Director
board member
$0
$0
$0
$0
MICHAEL HOMANS
Director Eff 9/24
board member
$0
$0
$0
$0
ROBERT HAYDEN JR
Director
board member
$0
$0
$0
$0
TAKASHI MORIUCHI
Director
board member
$0
$0
$0
$0
TERRY NANCE
Director
board member
$0
$0
$0
$0
TOM WRIGHT
Director
board member
$0
$0
$0
$0
TOMMY WRENN
Director
board member
$0
$0
$0
$0

2023

JEFFERY W PERKINS
Executive Director
chief executive officer
$271,717
$0
$0
$298,164
RICHARD KENT
Chief Investment Officer
highest compensated employee
$183,241
$0
$0
$194,974
ESTON GRIFFIN
Director of Business Development & Constituent Rel
chief development officer
$173,051
$0
$0
$185,049
SANDY QUINN
Controller
officer (unspecified)
$148,078
$0
$0
$168,340
DOUG COSTA
Director
board member
$0
$0
$0
$0
ROBERT HAYDEN JR
Director
board member
$0
$0
$0
$0
JOHN HELDING
Director (From Sept. 2023)
board member
$0
$0
$0
$0
BETH HENRICKS
Director
board member
$0
$0
$0
$0
DANIEL ISAACS
Director
board member
$0
$0
$0
$0
TAKASHI MORIUCHI
Director
board member
$0
$0
$0
$0
MARK MYERS
Director
board member
$0
$0
$0
$0
TERRY NANCE
Director
board member
$0
$0
$0
$0
NORVAL D REECE
Director
board member
$0
$0
$0
$0
CHRISTINA REPOLEY
Director
board member
$0
$0
$0
$0
ELIZABETH WIDDICOMB
Director (From Sept. 2023)
board member
$0
$0
$0
$0
TOMMY WRENN
Director
board member
$0
$0
$0
$0
TOM WRIGHT
Director
board member
$0
$0
$0
$0
BENNETT LOMAX
Chairperson
board chair
$0
$0
$0
$0
WILLIAM SCHMIDT
Chairperson (Until June 2023)
board chair
$0
$0
$0
$0
STANLEY PELLI
Vice Chair
board vice chair
$0
$0
$0
$0
CHRISTIE DUNCAN-TESSMER
Vice Chair
board vice chair
$0
$0
$0
$0
JOAN COUNTRYMAN
Secretary
officer (unspecified)
$0
$0
$0
$0
BRUCE BEATON
Treasurer
officer (unspecified)
$0
$0
$0
$0
KEN ALDRIDGE
Director
board member
$0
$0
$0
$0
CARL BUTLER
Director (From Sept. 2023)
board member
$0
$0
$0
$0
GINNY CHRISTENSEN
Director
board member
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023-2024).