2025-03-19T14:40:51-05:00 2024-09-30 222027092 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990PF 2023-10-01 236200741 T Wistar Brown Teacher's Fund C/O FRIENDS FIDUCIARY CORPORATION % FRIENDS FIDUCIARY CORPORATIO TWIS 2152417272 1700 MARKET STREET Suite 1535 PHILADELPHIA PA 19103 Ethan Birchard Executive Director 2152417272 2025-03-19 true true RICHARD RUVELSON P00234075 2155462140 2023 2025-03-06 01:10:19Z X 2865218 X 0 X 104754 104754 24626 107568 24626 1800 131180 129380 13181 4300 8881 1430 3946 3946 18557 4300 12827 102777 102777 121334 4300 115604 9846 125080 2168919 2178765 2865218 2168919 2178765 2865218 0 0 X 1909874 1909874 259045 268891 2168919 2178765 2168919 2178765 2168919 9846 2178765 2178765 9.9552 QUAKER GROWTH AND INCOME FUND P 2023-10-05 555 510 45 45 1.9656 QUAKER GROWTH AND INCOME FUND P 2024-01-24 121 101 20 20 22.9645 QUAKER GROWTH AND INCOME FUND P 2024-02-15 1430 1181 249 249 15.3710 QUAKER GROWTH AND INCOME FUND P 2024-04-24 955 790 165 165 8.7984 QUAKER GROWTH AND INCOME FUND P 2024-05-30 555 453 102 102 135.7121 QUAKER GROWTH AND INCOME FUND P 2024-06-26 8710 7008 1702 1702 90.1451 QUAKER GROWTH AND INCOME FUND P 2024-07-24 5900 4655 1245 1245 6.0277 QUAKER GROWTH AND INCOME FUND P 2024-08-22 400 311 89 89 3.3002 QUAKER GROWTH AND INCOME FUND P 2024-08-26 220 170 50 50 1,304.0468 QUAKER GROWTH AND INCOME FUND P 2024-09-26 88167 67342 20825 20825 8.1582 QUAKER GROWTH AND INCOME FUND P 2024-09-27 555 421 134 134 24626 1739 1739 1739 1480 0 2000 3480 1741 1741 false false false 0 0 0 false false false false true true PA true false false false false true www.twbfund.org FRIENDS FIDUCIARY CORPORATION 2152417272 1700 Market Street Suite 1535 PHILADELPHIA PA 19103 X 0 false false false false true false false false false false false false false false false false false false false false false false SARAH SWEENEY-DENHAM 1700 MARKET STREET PHILADELPHIA PA 19103 CO-TRUSTEE 1.0 0 0 0 FRIENDS FIDUCIARY CORPORATION 1700 MARKET STREET PHILADELPHIA PA 19103 CO-TRUSTEE 2.0 13181 0 0 LEE PAYTON 1700 MARKET STREET PHILADELPHIA PA 19103 CO-TRUSTEE 1.0 0 0 0 MELINDA WENNER BRADLEY 1700 MARKET STREET PHILADELPHIA PA 19103 CO-TRUSTEE 1.0 0 0 0 0 0 2683485 0 0 2683485 0 2683485 123198 2560287 128014 128014 1739 1739 126275 126275 126275 115604 0 0 0 0 115604 126275 2021 2020 2019 1381 6553 7934 115604 115604 0 7934 7934 2737 T WISTAR BROWN TEACHER'S FUND 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 4291 Frankford Friends School 1500 Orthodox Street Philadelphia PA 19124 teacher education/training 4291 Friends School Haverford 851 Buck Lane Haverford PA 19041 teacher education/training 4291 Friends School Mullica Hill 15 High Street Mullica Hill NJ 08062 teacher education/training 4290 Greene Street Friends School 5511 Greene Street Philadelphia PA 19144 teacher education/training 4291 Greenwood Friends School 1509 State Route 254 PO Box 438 Millville PA 17846 teacher education/training 4290 Haddonfield Friends School 47 North Haddon Avenue Haddonfield NJ 08033 teacher education/training 4291 Lansdowne Friends School 110 North Lansdowne Avenue Lansdowne PA 19050 teacher education/training 4290 Media-Providence Friends School 125 West Third Street Media PA 19063 teacher education/training 4291 Newtown Friends School 1450 Newtown-Langhorne Road Newtown PA 18940 teacher education/training 4290 Orchard Friends School 405 Linden Avenue Riverton NJ 08077 teacher education/training 4291 Plymouth Meeting Friends School 2150 Butler Pike Plymouth Meeting PA 19462 teacher education/training 4290 Princeton Friends School 470 Quaker Road Princeton NJ 08540 teacher education/training 4291 State College Friends School 1900 University Drive State College PA 16801 teacher education/training 4290 Stratford Friends School 2 Bishop Hollow Road Newtown Square PA 19073 teacher education/training 4291 The Quaker School at Horsham 250 Meetinghouse Road Horsham PA 19044 teacher education/training 4291 United Friends School 1018 West Broad Street Quakertown PA 18951 teacher education/training 4291 West Chester Friends School 415 North High Street West Chester PA 19380 teacher education/training 4290 Westfield Friends School 2201 Riverton Road Cinnaminson NJ 08077 teacher education/training 4291 Lancaster Friends School 110 Tulane Terrace Lancaster PA 17603 teacher education/training 4290 Sarah Hudson co West Chester University 26 University Ave Suite 50 WEST CHESTER PA 19383 I scholarship 4000 Melissa Breed-Parks co Miami University of Ohio 301 S Campus Avenue Room 123 Oxford OH 45056 I scholarship 1900 Tess Culp co Arcadia University 450 S Easton Road Glenside PA 19038 I scholarship 2355 Sarah Hudson co West Chester University 26 University Ave Suite 50 West Chester PA 19383 I scholarship 4000 Tess Culp co Arcadia University 450 S Easton Road Glenside PA 19038 I scholarship 2355 Tess Culp co Arcadia University 450 S Easton Road Glenside PA 19038 I scholarship 2355 102777 14 104754 18 24626 TAX REFUND 01 1800 131180 131180 false false false false false false false false false false 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 $123,198 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: $2,683,485 2. 1.5% OF LINE 1: $40,252. 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 $131,417 (9/30/22), $122,574 (9/30/23) AND $115,604 (9/30/24) FOR AN AVERAGE OF $123,198 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. Commingled Funds - Balanced AT COST 2178765 2865218 ADVERTISING 3715 3715 WEB SUPPORT 231 231 TAX REFUND 1800 FEDERAL EXCISE TAXES 1430