2024-02-16T13:04:34-06:00 2023-09-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990PF 2022-10-01 236200741 T WISTAR BROWN TEACHER'S FUND C/O FRIENDS FIDUCIARY CORPORATION TWIS 2152417272 1700 MARKET STREET 1535 PHILADELPHIA PA 19103 JEFFERY PERKINS CORPORATE TRUSTEE 2152417272 2024-02-16 1 JEFFERY PERKINS 999009999 0 ADAM WATSON P01367206 2155677770 2024-02-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2392297 X X 123 123 102790 102790 6969 65497 6969 4310 0 114192 109882 13513 4300 9213 1644 0 0 4271 0 4271 19428 4300 13484 109090 109090 128518 4300 122574 -14326 105582 2183245 2168919 2392297 2183245 2168919 2392297 0 0 X 1909874 1909874 0 0 273371 259045 2183245 2168919 2183245 2168919 2183245 -14326 0 2168919 0 2168919 322.3451 QUAKER GROWTH AND INCOME FUND P 2022-12-07 18364 16494 1870 1870 13.7894 QUAKER GROWTH AND INCOME FUND P 2023-01-06 770 707 63 63 154.6566 QUAKER GROWTH AND INCOME FUND P 2023-01-19 8984 7926 1058 1058 0.1892 QUAKER GROWTH AND INCOME FUND P 2023-02-13 11 10 1 1 2.6567 QUAKER GROWTH AND INCOME FUND P 2023-02-27 153 136 17 17 26.3477 QUAKER GROWTH AND INCOME FUND P 2023-03-03 1520 1350 170 170 51.8403 QUAKER GROWTH AND INCOME FUND P 2023-04-26 3000 2657 343 343 154.7037 QUAKER GROWTH AND INCOME FUND P 2023-05-01 9061 7929 1132 1132 74.1886 QUAKER GROWTH AND INCOME FUND P 2023-05-19 4320 3802 518 518 322.3451 QUAKER GROWTH AND INCOME FUND P 2023-09-29 19314 17517 1797 1797 6969 1468 0 1468 0 1468 1520 0 0 0 1520 2 50 50 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.TWBFUND.ORG FRIENDS FIDUCIARY CORPORATION 2152417272 1700 MARKET STREET SUITE 1535 PHILADELPHIA PA 19103 X 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH SWEENEY-DENHAM C/O ORGANIZATION PHILADELPIA PA 19103 CO-TRUSTEE 1.00 0 0 0 IRENE MCHENRY C/O ORGANIZATION PHILADELPIA PA 19103 CO-TRUSTEE (TIL 4/10/23) 1.00 0 0 0 FRIENDS FIDUCIARY CORPORATION C/O ORGANIZATION PHILADELPHIA PA 19103 CO-TRUSTEE 2.00 13513 0 0 LEE PAYTON C/O ORGANIZATION PHILADELPHIA PA 19103 CO-TRUSTEE 1.00 0 0 0 MELINDA WENNER BRADLEY C/O ORGANIZATION PHILADELPHIA PA 19103 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2480849 0 0 2480849 0 0 2480849 131077 2349772 117489 117489 1468 1468 116021 0 116021 0 116021 122574 0 122574 116021 0 0 1381 1381 122574 0 0 0 116021 6553 0 0 7934 0 0 0 0 0 0 0 7934 1381 6553 T WISTAR BROWN TEACHER'S FUND CO FR 1700 MARKET STREET SUITE 1535 PHILADELPHIA PA 19103 2152417272 THE FORM CAN BE SUBMITTED VIA EMAIL, FAX OR MAIL. IT SHOULD INCLUDE AN ORIGINAL SIGNED LETTER CERTIFYING MEMBERSHIP FROM THE CLERK OF THE APPLICANT'S MONTHLY MEETING, RECORDER, OR COMMITTEE RESPONSIBLE FOR MEMBERSHIP (REQUIRED FOR FIRST TIME APPLICANTS OR IF THEY HAVE NOT SUBMITTED THIS LETTER FOR FIVE YEARS). AN ORIGINAL, SIGNED LETTER OF RECOMMENDATION FROM THE PRINCIPAL OF THE SCHOOL IN WHICH THEY ARE EMPLOYED. IF NOT PRESENTLY TEACHING AND ORIGINAL SIGNED LETTER OF RECOMMENDATION MUST BE FROM AN EDUCATOR WELL ACQUAINTED WITH THE APPLICANT. APPLICATIONS ARE DUE MARCH 10TH FOR SUMMER TERM AND JUNE 10TH FOR FALL/WINTER/SPRING TERM. RESTRICTIONS: MUST BE A MEMBER OF A QUAKER ORGANIZATION, MUST BE 21 YEARS OF AGE, MUST BE TEACHING OR ABLE TO VERIFY INTENT TO ENTER THE PRE-K THRU 12TH GRADE TEACHING FIELD, MUST BE PLANNING A COURSE OF STUDY IN A CREDIBLE INSTITUTION WITH A DOCUMENTED HISTORY OF ACADEMIC RIGOR. BUCKINGHAM FRIENDS SCHOOL 5684 YORK ROAD BOX 159 LAHASKA PA 18931 TEACHER EDUCATION/TRAINING 1684 CHARLOTTE PATE CO UNIVERSITY OF ALABAMA AT BIRMINGHAM LHL G20 1720 2ND AVE SOUTH BIRMINGHAM AL 35294 SCHOLARSHIP 6438 FRANKFORD FRIENDS SCHOOL 1500 ORTHODOX STREET PHILADELPHIA PA 19124 TEACHER EDUCATION/TRAINING 1684 FRIENDS SCHOOL HAVERFORD 851 BUCK LANE HAVERFORD PA 19041 TEACHER EDUCATION/TRAINING 1684 FRIENDS SCHOOL MULLICA HILL 15 HIGH STREET MULLICA HILL NJ 08062 TEACHER EDUCATION/TRAINING 1684 GREENE STREET FRIENDS SCHOOL 5511 GREENE STREET PHILADELPHIA PA 19144 TEACHER EDUCATION/TRAINING 1684 GREENWOOD FRIENDS SCHOOL 1509 STATE ROUTE 254 PO BOX 438 MILLVILLE PA 17846 TEACHER EDUCATION/TRAINING 1684 HADDONFIELD FRIENDS SCHOOL 47 NORTH HADDON AVENUE HADDONFIELD NJ 08033 TEACHER EDUCATION/TRAINING 1684 HAROLD PAGE JAMISON CO UNIVESITY OF IOWA UNIVERSITY BILLING 2700 UNIVERSITY CAPITAL CENTRE IOWA CITY IA 52242 SCHOLARSHIP 1700 KATE MALONE CO BANK STREET COLLEGE OF EDUCATION BURSARS OFFICE 610 W 112TH STREET NEW YORK NY 10025 SCHOLARSHIP 17494 KATHERINE MALONE CO BANK STREET COLLEGE OF EDUCATION BANK STREET COLLEGE OF EDUCATION 610 WEST 112TH STREET NEW YORK NY 10025 SCHOLARSHIP 8984 LANSDOWNE FRIENDS SCHOOL 110 NORTH LANSDOWNE AVENUE LANSDOWNE PA 19050 TEACHER EDUCATION/TRAINING 1684 LELA E BETTS CO FITCHBERG STATE UNIVERSITY 160 PEARL STREET FITCHBERG MA 01420 SCHOLARSHIP 770 MEDIA-PROVIDENCE FRIENDS SCHOOL 125 WEST THIRD STREET MEDIA PA 19063 TEACHER EDUCATION/TRAINING 1684 MELISSA BREED-PARKS CO MIAMI UNIVERSITY OF OHIO OFFICE OF THE BURSAR 301 S CAMPUS AVENUE ROOM 123 OXFORD OH 45056 SCHOLARSHIP 3000 MELISSA MCCOURT CO PENN GRADUATE SCOOL OF EDUCATION 3451 WALNUT ST FRANKLIN BLDG ROOM 221 PHILADELPHIA PA 19104 SCHOLARSHIP 15364 NEWTOWN FRIENDS SCHOOL 1450 NEWTOWN-LANGHORNE ROAD NEWTOWN PA 18940 TEACHER EDUCATION/TRAINING 1684 ORCHARD FRIENDS SCHOOL 405 LINDEN AVENUE RIVERTON NJ 08077 TEACHER EDUCATION/TRAINING 1684 PLYMOUTH MEETING FRIENDS SCHOOL 2150 BUTLER PIKE PLYMOUTH MEETING PA 19462 TEACHER EDUCATION/TRAINING 1684 PRINCETON FRIENDS SCHOOL 470 QUAKER ROAD PRINCETON NJ 08540 TEACHER EDUCATION/TRAINING 1684 SARAH HUDSON CO WEST CHESTER UNIVERSITY 25 UNIVERSITY AVE SUITE 50 WEST CHESTER PA 19383 SCHOLARSHIP 10000 STATE COLLEGE FRIENDS SCHOOL 1900 UNIVERSITY DRIVE STATE COLLEGE PA 16801 TEACHER EDUCATION/TRAINING 1684 STRATFORD FRIENDS SCHOOL 2 BISHOP HOLLOW ROAD NEWTOWN SQUARE PA 19073 TEACHER EDUCATION/TRAINING 1684 TESS CULP CO ARCADIA UNIVERSITY PO BOX 95000 PHILADELPHIA PA 19195 SCHOLARSHIP 13340 THE QUAKER SCHOOL AT HORSHAM 250 MEETINGHOUSE ROAD HORSHAM PA 19044 TEACHER EDUCATION/TRAINING 1685 UNITED FRIENDS SCHOOL 1018 WEST BROAD STREET QUAKERTOWN PA 18951 TEACHER EDUCATION/TRAINING 1685 WEST CHESTER FRIENDS SCHOOL 415 NORTH HIGH STREET WEST CHESTER PA 19380 TEACHER EDUCATION/TRAINING 1685 WESTFIELD FRIENDS SCHOOL 2201 RIVERTON ROAD CINNAMINSON NJ 08077 TEACHER EDUCATION/TRAINING 1685 109090 0 14 123 14 102790 18 6969 RETURN OF PRIOR YEAR GRANTS 01 4310 0 114192 0 114192 0 0 0 0 0 0 0 0 0 0 IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $117,445 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $2,480,8482. 1.5% OF LINE 1: $37,213.3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $141,878 (9/30/21), $131,417 (9/30/22) AND $122,574 (9/30/23) FOR AN AVERAGE OF $131,959 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. COMMINGLED FUNDS - BALANCED AT COST 2168919 2392297 ADVERTISING 3975 0 3975 WEB SUPPORT 285 0 285 MISCELLANEOUS 11 0 11 RETURN OF PRIOR YEAR GRANTS 4310 4310 FEDERAL EXCISE TAXES 1644 0 0