Public Charity

Friends Fiduciary Corporation

Friends Fiduciary Corporation, of Philadelphia, PA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $7.3M in revenue, $6.8M in expenses, $828.2M in total assets. 2 publicly reported grants to this organization, totaling roughly $1.4M, appear in IRS filings.

EIN: 231968136 Philadelphia, PA Financial Institutions NTEE: W60 Latest filing: 2025
Total Revenue$7.3M
Total Expenses$6.8M
Total Assets$828.2M
Grant Records2
Funding Total$1.4M
Filing Years2021–2025

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.

Where $100 goes at Friends Fiduciary Corporation

How Friends Fiduciary Corporation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$94 Programs the work itself
$6 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $94 for programs

$64
Investment management services
69% of program spending
$22
Grantmaking
23% of program spending · Reported in the filing: 240 grants
$8
Planned giving
8% of program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

DIRECTOR TIL 9/25 Bennett Lomax
DIRECTOR; TREASURER EFF 09/25 Beth Henricks
TREASURER TIL 09/25; DIRECTOR Bruce Beaton
DIRECTOR Carl Butler
CHAIRPERSON Christie Duncan-Tessmer
SECRETARY/DIRECTOR TIL 09/25 Christina Repoley

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$170,000 1 grant
Unspecified
$1,225,807 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $7.3M $6.8M $828.2M
2024 $6.6M $6.3M $743.3M
2023 $6.4M $5.8M $693.2M
2022 $5.4M $5.4M $617.1M
2021 $5.4M $5.6M $693.4M

Between 2021 and 2025, reported annual revenue grew from $5.4M to $7.3M (+33%), with total assets most recently reported at $828.2M.

Interactive year-over-year charts and full filing details available with membership.

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