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Friends Center City Retirement Community records
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Held at: Haverford College Quaker & Special Collections [Contact Us]370 Lancaster Ave, Haverford, PA 19041
This is a finding aid. It is a description of archival material held at the Haverford College Quaker & Special Collections. Unless otherwise noted, the materials described below are physically available in their reading room, and not digitally available through the web.
Overview and metadata sections
Friends Center City Retirement Community (FCCRC or FCC) is a non-profit retirement community in downtown Philadelphia. They currently have one property, Riverfront, located at 22 South Front Street. They also run the Friends in the City (FitC) program which helps older people mainatin social networks and access the events and resources Philadelphia has to offer. This collection was donated by Theodore (Ted) Reed, a FCCRC board member and the head of the reed | group, a marketing research and consulting.
This collection contains materials belonging to Ted Reed related to the Friends Center City Retirement Community. The abbreviations FCCRC and FCC both refer to the community, and FitC referes to Friends in the City. 22 Front St. and Riverfront refer to the same property and are often used interchangably; 22 Front St. is the address and Riverfront is the name of the building. Please note that much of the materials were printed on the back of other documents to save paper. The older documents sometimes also relate to the retirement community, but are most often survey results from the reed | group that do not relate to the community.
This collection is sorted into five main series: Board Materials, Planning and Development, FitC, Information for Residents, and Miscellaneous.
Board Materials is divided further into Meeting Minutes, Strategic Plan, and Other. Planning and Development is divided into Consulting Materials, Market Research, Marketing Materials, Partnerships, Site Purchasing and Development, and Site Management. Within the Market Research folder, newspapers and other articles are arranged first, followed by other types of market research.
FitC is divided into Planning and Marketing Materials and Correspondence. The Information for Residents and Miscellaneous series are not divided further. Within each sub-series, folders are arranged by date and then alphabetically if necessary except for cases where it made more sense to arrange the folders differently (for example, in board meeting minutes, folders holding minutes from consecutive months were arranged together despite some folders having materials from other years as well). If a folder title includes "folder #," this indicates that the contents of this folder were orginally housed with another and were spit into an appropriate number of folders so that they did not overflow.
Gift of Tim Reed, February 2021.
Processed by Maggie McCarthy, completed May 2024.
Subject
- Publisher
- Haverford College Quaker & Special Collections
- Finding Aid Author
- Maggie McCarthy
- Finding Aid Date
- May, 2024
- Access Restrictions
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The collection is restricted until 2045, 25 years from its date of donation, due to the inclusion of Personally Identifying Information.
- Use Restrictions
-
Standard Federal Copyright Law Applies (U.S. Title 17)
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Standard Copyright Law Applies (U.S. Title 17)
Collection Inventory
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents) and treasurer reports.
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains meeting minutes, emails, and other documents about FCCRC's health and wellness programs
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents) and treasurer reports.
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents) and a draft of a mission statement.
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains materials related to the board (minutes, emails, other documents).
Contains meeting minutes and documents from the board and the Strategic Planning Committee.
Contains a list of tasks and their due dates and a timesheet.
Contains emails between board members, a loan application for the American Friends Service Committee, a brocure for TRF, information on the 2009 federal poverty guidelines, annual report from the Samuel S. Fels Fund, a list of donors to the Mutual Arts Program, and a FCCRC Options Matrix.
Contains membership lists and board member lists, an analysis of the membership lists, FitC preformance indicators, and a proposal from Durel Consulting Partners.
Contains FAQs abot long-term health care services, emails between board members, and a Health and Wellness Responsability Matrix
Contains the treasure's reports to the board.
Contains revised copies of the by-laws of FCCRC, a letter of intent to purchase the Stampler Square property, a financial application for Friends Center City-Riverfront, a memorandum of understanding, a management agreement, and a deposit agreement.
Contains emails between board members, documents about changing the name from Friends Center City Retirement Community (FCCRC) to Friends Center City (FCC), summary of marketing meeting, information on a conference on urban aging, and a photocopy of "Attorney Geneeral Tom Corbett's Handbook for Charitable Nonprofit Organizations."
Contains a certificate of appreciation presented to Ted Reed, emails between board members, and a copy of a presentation about Friends Center City.
Contains an article about Philadelphia condos, a conceptual program report, a feasability report, market research, and other consulting materials from Third Age Inc.
Contains a report on financial assumptions, prepared by Third Age Inc.
Contains a list of members, a letter from Third Age Inc., emails between board members, information about Third Age Inc., a proposal for a market analysis by OGC Consulting and Hamlyn Senior Research, a market and financial viability presentation by Third Age Inc., information about a number of consulting firms, including OGC Consulting, Retirement Living Services (RSL), CCRC Consultants of Rainmaker Marketing, and Paradigm Senior Living Marketing and Consulting.
Contains information on a number of consulting firms including Marshall, Macklin, and Monagham , reports on the market from Brecht Associates, a report from Rainmaker Marketing, information on requesting a market feasability study from the town of Mansfield, Connecticut, articles about assisted living, a copy of testimony given by Keren Brown Wilson to the Fedral Trade Commission about assisted living, the FCCRC by-laws, a proposed timeline for development, meeting minutes
Contains a proposal for development consultation services from New Life, an activities timeline, a presentation by New Life about FCCRC, a survey summary by New Life, and information about New Life consultants.
Contains preliminary findings and related documents for New Life Management and Development Inc.
Contains a project summary and preliminary financial analysis, a redlined agreement for the purchase of 22 Front Street, a services agreement between FCCR and FLC, a deposit agreement for residents, an application for FCCRC, resident contracts, a marketing and communication plan by New Life, and information about New Life.
Proposal from DZD to help deal with economic difficulties and reated documents.
Contains articles/pamphlets about retirement, development in center city, and housing for the elderly. Most have been printed from a web page.
Contains articles/advertisements primarily for new condo/apartment buildings.
Articles and proposals/information about other high rises
Contains articles mostly about why people have choosen to stay in their homes/move to retirement communities. All are printed from a web page.
Contains articles about aging and urban development. All are printed from a web page
Contains information and annual reports about Presby Homes and Services.
Contains marketing materials from William Penn House, emails, and focus group results.
Information on housing for seniors, including a report by MetLife Foundation, a presentation about the future of senior housing, information on ProMatura (a market and consumer research group), and an annual report from the Kendal Corporation
Contains reports from Free Demographics, Third Age Inc., Claritas Inc. as well as related emails, meeting minutes, and articles.
Contains a bound copy of a presentation of a summary of key findings from the preliminary market assesment.
Contains drafts of a market feasability survey, reports on the development of FCCRC, financial projections, a preliminary financial analysis, lists of interested potential residents, information on Friends Services for the Aging, Friends Foundation for the Aging, and Rubin Public Relations.
Contains a copy of a preliminary planning report from the Kendal Coporation, a summary of the project viability analysis from Third Age, a market feasability study from New Life and lists of pre-development funding organizations
Contains a summary of the preliminary project viability analysis from Third Age Inc. and a bound copy of a presentation to provide investment banking services from Herbert J. Sims & Co.
Contains proposals from New Life and BB&T Capital Markets.
Contains an investment banking overview for FCCRC from BB&T Capital Markets, a presentation of approach/opprotunities and a report of investment banking qualifications from Ziegler Capital Markets, a
Contains a timeline for purchasing units at 22 Front St., finacial projections, a project summery and preliminary financial analysis from New Life, and a marketing communications plan by New Life.
Contains emails and documents calculating care coordination fees.
Contains drafts of a letter of intent to purchase units at 22 Front St., an article about condominums in Philadelphia, a floor plan of 22 Front St., drafts of an agreement of sale, a copy of the law regarding fair housing advertising, drafts of a residency agreement
Contains copies of the "Interim Report on the Urban Community at Home Project" and "Request for funding support for the Friends Center City Urban Community at Home Project by Friends Center City for Friends Foundation for the Aging as well as a letter of agreement, information on reporting to the foundation
Contains a report on Friends Center City activities supported by the Tyson Memorial Fund.
Contains a proposal for FitC expansion in Center City, an application for funding for the second year of FitC Plus, an application for funding for the Commons Programming upgrade, and related emails.
Contains meeting minutes, related emails, a development proposal, a market analysis, newspapers, an FCCRC newsletter, and a copy of a confidentiality agreement.
Contains a timeline, meeting minutes, committee reports, a preliminary market assessment from Third Age Inc., related emails, a request for proposals for architectural/engineering services, a proposed survey, and information on other retirement communities.
Contains a copy of an eblast and a preliminary development plan.
Contains a marketing communications plan by New Life, related emails, a deposit agreement, a priority reservation agreement, a confidential data profile, information about FCCRC,
Contains a marketing packet for a new building.
Contains promotional materials for FCCRC Riverfront, attendance at open houses, related emails, copies of a presentation, floor plans, schedule of fees for residents, and meeting minutes.
Contains meeting notes, a discussion guide for a focus group, results from a focus group, and related emails.
Contains articles about FCCRC/FCC
Contains drafts of marketing promotional materials and related emails.
Contains meeting notes and emails.
Contains an article from the Philadelphia Inquirer, emails, and press releases.
Contains promotional materials, related emails, a list of fees and ownership options for residents, and a profit and loss summary.
Contains a job description for an information technology coordinator, drafts of text for the website, and related emails.
Contains brocures/promotional materials for other communities, floor plans, a list of fees, promotional materials, and related emails.
Contains meeting minutes and the Friends Center City mission statement.
Contains information of FCCRC events, including flyers, emails, and a schedule.
Contains documents realted to arranging a transportation service for residents
Contains correspondence about working with the Shelter Group and bios of people that work for them.
Contains emails and promotional material about a partnership between FCC and Sweat Fitness
Contains a letter of intent for a partnership with the Jewish Federation and related emails.
Contains timelines, survey results, meeting agendas, information on a potential property, financial information, and related emails.
Contains primarily emails between board members as well as a preliminary development plan and a letter granting them tax-expempt status.
Contains a development proposal for FCCRC with the College of Physicans and related documents.
Contains documents relating to constructing a community at "The National." Includes surveys, market research, housing options, and related emails.
Contains an FCCRC project summary and preliminary financial analysis by New Age, a draft of a proposal for FCCRC evolution, a proposed case statement, a timeline of tasks, a presentation about FCCRC, a statement of qualifications, a list of units and prices at 22 Front St., promotional materials, and reated emails.
Contains emails and other documents related to fees, matinance, and sale of units.
Contains an ordiance changing zoning and a proposal for a new building in Society Hill.
Contains meeting notes, estimated operations costs, pre-development costs, a responsability matrix, a draft of a program and service agreement, drafts of a preliminary development plans, and related emails.
Contains a proposal for developent consultation services by New Life, a project summary and preliminary financial analysis by New Life, an analysis of monthly fees, information on a number of consulting groups, a preliminary development plan, a proposed timeline, meeting minutes, survey results, "steps to becoming a resident," and related emails.
Contains a Friends Center City Riverfront application, a residental services agreement ownership plan, a purchase facilitation agreement for ownership plan, a memorandum of agreement, a termination agreement, an addendum to agreement of sale, a repurchase agreement, and a purchase facilitation agreement for life estate.
Contains an addendum to agreemont of sale, a repurchase agreement, a purchase facilitation agreement for ownership plan, a residental services agreement ownership plan,
Contains a letter from the City of Philadelphia, a certificate of liability insurance, a memorandum of lease, and an agreement of lease between 22 Front St. and Friends Center City Riverfront.
Contains information on potential properties, including floor plans and costs.
Contains information on professional liability insurance and a FCC Riverfront residential services agreement ownership plan.
Contains a copy of a residental services agreement ownership with repurchase plan, a memorandum of agreement, a termination agreement, a purchase facilitation agreement for ownership plan
Contains a list of estimated costs for a unit, a list of availiable units, floor plans, and related emails.
Contains a proposal for improving Riverfront, information on the administration of a different retirement community, an article on well-being in senior living communities, and related emails.
Contains copies of a confidentialilty agreement, a buisness plan, a copy of affiliate bylaws, an affiliate agreement, information about the Kendal Corporation, a developing and marketing agreement, and a copy of the Kendal Corporation annual report.
Contains information on the Kendal Corporation and documents related to strategic planning for FCCRC with the Kendal Corporation.
Contains information about potential partnership companies and realted emails.
Contains information about Wentworth Property Management Corporation and emails, meeting minutes, and other documents realted to the management of Riverfront.
Contains an analysis of the FCCRC membership list, records of fees paid by members, and a list of members.
Contains an alphabetical list of members of FCCRC.
Contains documents relating to events, open houses, and a membership survey.
Contains documents discussing long-term care options for residents.
Contains meeting minutes, realted emails, a copy of a residential services agreement, a repurchase agreement, a purchase agreement, and a priority reservation agreement.
Contains a job description for a sales/marking manager and documents about purchasing a unit at Riverfront.
Contains copies of a residental services agreement, a purchase facilitation agreement for life estate, a purchase agreement for life estate, and a repurchase agreement.
Contains a copy of the newsletter and related emails.
Contains emails and meeting minutes regarding the creation of the FitC forum.
Contains marketing materials for FitC events and attendence lists.
Contains emails about FitC and FCCRC.
Contains lists of payments made by members for events.
Contain meetings minutes and documents about a partnership with William Penn House and Academy House (Urban Community at Home).
Contains a list of contacts and documents, primarily emails, realted to FitC's partnership with Academy House.
Contains emails and documents about creating a FitC brochure.
Contains materials related to the board (minutes, emails, other documents) and the Annual Meeting.
Contains documents related to the structure of the board and about FitC.
Contains documents related to the FitC Plus Committee, including meeting minutes, a grant proposal, market research.
Contains documents realted to the proposed budget for the fiscal year ending June 30, 2015.
Conatins documents related to the FitC Plus Committee, including a description of services, agrant contract, meeting minutes, and focus group results.
Contains meeting minutes, survey documents, and updates on FitC Plus.
Contain marketing materials and information related to an evaluation of the program.
Contains results and documents from two focus groups.
Contains copies of service agreements and related emails.
Contains emails and promotional material about the partnership between FitC and Friends Life Care (FLC).
Contains a contact list of members.
Contains meeting minutes, emails, results of a focus group, and marketing materials.
Contains meeting minutes, emails, and copies of residence agreements at Kendal~Crosslands Communities.
Contains documents from the meeting (powerpoints, emails, brocures, agendas).
Contains correspondence about an FCCRC report for the Philadephia Yearly/Quarterly Meeting.
Includes a program initiative, an annual report, a program from a funeral, a resignation letter, copies of emails, information about Senior Horizons, and other documents related to FCCRC.
Documents about care options for residents, sale of South Street property in collaboration with Ballard Spahr LLC.