Friends Fiduciary Corporation
EIN 231968136 · 501(c)(3) · Public charity · Philadelphia, PA · recognized 1976
- Assets
- $743M
- Revenue
- $6.6M
- Expenses
- $6.3M
- Investment income
- $893K
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Boston Common Asset Management, Llc CRD 123558 | deterministic · 100% | 12/31/2024 |
| Boston Investment Trust Management, Inc. CRD 139446 | fuzzy_auto · 97% | 12/31/2024 |
| Kayne Anderson Rudnick Investment Management, Llc CRD 104599 | fuzzy_auto · 93% | 12/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Cheetah Inc | Back office acctg | $375,946 |
| Boston Common Asset Management Llc | Investment mgmt | $369,359 |
| Boston Trust Investment Managemen | Investment mgmt | $273,570 |
| Kayne Anderson Rudnick Inv Mgmt Llc | Investment mgmt | $263,770 |
| Crossmark Global Holdings Inc | Investment mgmt | $212,197 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Richard Kent | Chief investment officer | $190,482 | $11,443 |
| Ethan Birchard | Executive director eff 4/24 | $187,419 | $7,404 |
| Eston Griffin | Dir of bus dev & constiuent re | $182,558 | $12,479 |
| Sandy Quinn | Controller | $155,671 | $20,203 |
| Jeffery W Perkins | Executive director term 3/24 | $80,605 | $5,084 |
| Tommy Wrenn | Director | $0 | $0 |
| Tom Wright | Director | $0 | $0 |
| Terry Nance | Director | $0 | $0 |
| Takashi Moriuchi | Director | $0 | $0 |
| Robert Hayden Jr | Director | $0 | $0 |
| Michael Homans | Director eff 9/24 | $0 | $0 |
| Mark Myers | Director | $0 | $0 |
| Margaret Plank | Director eff 9/24 | $0 | $0 |
| Jonathan Brown | Director eff 9/24 | $0 | $0 |
| John Helding | Director | $0 | $0 |
| Elizabeth Widdicombe | Director | $0 | $0 |
| Doug Costa | Director | $0 | $0 |
| Daniel Isaacs | Director | $0 | $0 |
| Carl Butler | Director | $0 | $0 |
| Beth Henricks | Director | $0 | $0 |
| Bruce Beaton | Treasurer | $0 | $0 |
| Joan Countryman | Secretary term 12/24 | $0 | $0 |
| Christina Repoley | Sec eff 12/24; dir term 12/24 | $0 | $0 |
| Stanley Pelli | Vice chair | $0 | $0 |
| Christie Duncan Tessmer | Chair ef 10/24;v-chair tm 9/24 | $0 | $0 |
| Bennett Lomax | Dir eff 10/24; chair term 9/24 | $0 | $0 |