Friends Fiduciary Corporation
Donations deductibleFriends Fiduciary Corporation's network
21 people18 organisationsi21 people and 18 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (21). Violet dotted lines (18) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
21 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 20 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bennett Lomax Chair | Dir Eff 10/24; Chair Term 9/24 | 2018 | 8 yrs |
| Christie Duncan-Tessmer Chair | Chair Ef 10/24;v-Chair Tm 9/24 | 2018 | 8 yrs |
| Beth Henricks | Director | 2023 | 3 yrs |
| Bruce Beaton | Treasurer | 2018 | 8 yrs |
| Carl Butler | Director | 2023 | 3 yrs |
| Christina Repoley | Sec Eff 12/24; Dir Term 12/24 | 2018 | 8 yrs |
| Daniel Isaacs | Director | 2018 | 8 yrs |
| Doug Costa | Director | 2021 | 5 yrs |
| Elizabeth Widdicombe | Director | 2024 | 2 yrs |
| Joan Countryman | Secretary Term 12/24 | 2018 | 8 yrs |
| John Helding | Director | 2023 | 3 yrs |
| Jonathan Brown | Director Eff 9/24 | 2024 | 2 yrs |
| Margaret Plank | Director Eff 9/24 | 2024 | 2 yrs |
| Mark Myers | Director | 2018 | 8 yrs |
| Michael Homans | Director Eff 9/24 | 2024 | 2 yrs |
| Robert Hayden JR | Director | 2018 | 8 yrs |
| Stanley Pelli | Vice Chair | 2020 | 6 yrs |
| Takashi Moriuchi | Director | 2018 | 8 yrs |
| Terry Nance | Director | 2018 | 8 yrs |
| Tom Wright | Director | 2018 | 8 yrs |
| Tommy Wrenn | Director | 2021 | 5 yrs |
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Eston Griffin | Director of Business Development & Constituent Rel | since 2018 |
| Ethan Birchard | Executive Director Eff 4/24 | 2024 |
| Jeffery W Perkins | Executive Director Term 3/24 | since 2018 |
| Richard Kent | Chief Investment Officer | since 2018 |
| Sandy Quinn | Finance Director | since 2019 |
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Ethan Birchard | Executive Director | 40 | $323k | $22k | |
| Richard Kent | Chief Investment Officer | 40 | $198k | $12k | |
| Eston Griffin | Dir of Bus Dev & Constiuent Re | 40 | $190k | $13k | |
| Sandy Quinn | Controller | 40 | $162k | $33k | |
| Mimi Blackwell | Dr of Bus Dev & Const Relation | 40 | $113k | $35k | |
| Bennett Lomax | Director Til 9/25 | 2 | $0 | ||
| Christie Duncan-Tessmer | Chairperson | 10 | $0 | ||
| Stanley Pelli | Vice Chair | 6 | $0 | ||
| Christina Repoley | Secretary/Director Til 09/25 | 2 | $0 | ||
| Bruce Beaton | Treasurer Til 09/25; Director | 2 | $0 | ||
| Beth Henricks | Director; Treasurer Eff 09/25 | 2 | $0 | ||
| Carl Butler | Director | 2 | $0 | ||
| Daniel Isaacs | Director Til 09/25 | 2 | $0 | ||
| Doug Costa | Director | 2 | $0 | ||
| Elizabeth Widdicombe | Director; Secretary Eff 09/25 | 2 | $0 | ||
| John Helding | Director | 2 | $0 | ||
| Jonathan Brown | Director | 2 | $0 | ||
| Margaret Plank | Director | 2 | $0 | ||
| Mark Myers | Director | 2 | $0 | ||
| Michael Homans | Director | 2 | $0 | ||
| Robert Hayden Jr | Director Til 09/25 | 2 | $0 | ||
| Takashi Moriuchi | Director | 2 | $0 | ||
| Terry Nance | Director | 2 | $0 | ||
| Tom Wright | Director | 2 | $0 | ||
| Tommy Wrenn | Director; Vice Chair Eff 03/25 | 6 | $0 | ||
| Diana Yanez | Director Eff 09/25 | 2 | $0 | ||
| Morgan Harting | Director Eff 09/25 | 2 | $0 |
Colorado roster
29 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263018783). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Beth Henricks | Treasurer |
| Doug Costa | Director |
| Elizabeth Widdicombe | Director and Secretary |
| Mark Myers | Director |
| Richard Kent | Chief Investment Officer |
| Morgan Harting | Director |
| Ethan Birchard | President |
| Takashi Moriuchi | Director |
| Eston Griffin | Former Dir. of Bus. Dev. & Constituents |
| Tom Wright | Director |
| Michael Homans | Director |
| Ethan Birchard | Executive Director |
| John Helding | Director |
| Bennett Lomax | Director |
| Carl Butler | Director |
| Tommy Wrenn | Director |
| Stanley Pelli | Vice Chair |
| Terry Nance | Director |
| Sandra Quinn | Controller |
| Christina Repoley | Former Secretary |
| Bruce Beaton | Director and Former Treasurer |
| Daniel Isaacs | Director |
| Jonathan Brown | Director |
| Margaret Plank | Director |
| Mimi Blackwell | Dir of Bus Dev & Constituent Relations |
| Diana Yanez | Director |
| Robert Hayden, Jr. | Director |
| Sandra Quinn | |
| Christie Duncan-Tessmer | Chair |
About
- Legal name
- Friends Fiduciary Corporation
- EIN
- 231968136
- Address
- 1700 Market St Ste 1535, Philadelphia, PA, 19103-3917
- State
- Pennsylvania
- 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... (as filed on the Form 990)
- Activity (NTEE)
- W60Z Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 9 (IRS master file code)
- Formed
- 1975
- Principal officer
- Ethan Birchard (as named on the Form 990)
- IRS ruling date
- 1 October 1976
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsBennett Lomax
≥8years on the filingsChristie Duncan-Tessmer
≥8years on the filingsBruce Beaton
≥8years on the filingsChristina Repoley
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $828.2m
- Total liabilities
- $805.7m
- Net assets or fund balances
- $22.4m
- Contributions and grants received
- $749k
- Program service revenue
- $5.7m
- Grants and similar paid out
- $1.1m
- Employees
- 11
- Volunteers
- 22
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $6.6m | $6.3m | $307k |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Friends Fiduciary Corporation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Pennsylvania Department of State, business entities (data.pa.gov xvd7-5r2c). Licence: public domain. Data last fetched 18 October 2026.
- State
- Pennsylvania
- Entity type
- Domestic Nonprofit Corporation
- Status
- Active
- Formed
- 1 January 1753
- Registered agent
- Not stated
Officers (22)
- Bennett Lomax Vice Chair
- Beth Henricks Governor
- Bob Hayden Governor
- Bruce Beaton Treasurer
- Carl Butler Governor
- Christie Duncan-Tessmer Chair
- Christina Repoley Secretary
- Daniel Isaacs Governor
- Doug Costa Governor
- Ethan Birchard Assistant Secretary
- John Helding Governor
- Jonathan Brown Governor
And 10 more on the state register. City and state of officers are not held in this extract.