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Friends Fiduciary Corporation Records

Notifications

Held at: Quaker Meeting Records at Haverford College Quaker & Special Collections and Friends Historical Library of Swarthmore College [Contact Us]

This is a finding aid. It is a description of archival material held at the Quaker Meeting Records at Haverford College Quaker & Special Collections and Friends Historical Library of Swarthmore College. 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

Call Number:
Phy.200
Repository:
Quaker Meeting Records at Haverford College Quaker & Special Collections and Friends Historical Library of Swarthmore College
Extent:
42 linear ft.
Language:
English
Date:
1889-2005 (inclusive)
Creator:
Fiduciary Corporation of the Philadelphia Yearly Meeting of the Religious Society of Friends, Friends Fiduciary Corporation (1920-1975 : Philadelphia, Pa.), Philadelphia Yearly Meeting of Friends (Hicksite : 1827-1955). Trustees, and Friends Fiduciary Corporation (2001- : Philadelphia, Pa.)
Form:
Financial records
Abstract:
Records of the Quaker investment company Friends Fiduciary Corporation (2001- ) and its predecessor organizations, the Trustees of the Philadelphia Yearly Meeting (1898-1975), the Friends Fiduciary Corporation (1920-1975), and the Fiduciary Corporation of Philadelphia Yearly Meeting (1975-2001).

The Trustees of the Philadelphia Yearly Meeting (1898-1975) and the Friends Fiduciary Corporation (1920-1975) merged to form the Fiduciary Corporation of the Philadelphia Yearly Meeting of the Religious Society of Friends in 1975. That body reorganized as Friends Fiduciary Corporation in 2000, separating from the separately incorporated Philadelphia Yearly Meeting.

The Trustees of Philadelphia Yearly Meeting of Friends was a corporation formed in 1898 to hold property and execute trusts of Philadelphia Yearly Meeting (Hicksite), its subordinate members, and certain related organizations. Its members were appointed by the Yearly Meeting.

The Friends Fiduciary Corporation was chartered in 1920 to receive, hold, and administer real and personal property and to execute trusts of the Orthodox branch of Philadelphia Yearly Meeting. The two groups remained separate after the 1955 reunification of the Orthodox and Hicksite branches until the creation of the Fiduciary Corporation of Philadelphia Yearly Meeting.

Friends Fiduciary primarily manages and invests funds entrusted to it by Friends meetings and organizations. The Corporation's mission statement centers Quaker principles, and it identifies as participating in "shareholder advocacy" on behalf of Quaker values. In addition to investment, the Corporation also holds title (without management responsibilities) to a number of Quaker properties. It manages more than $600 million in assets on behalf of hundreds of Quaker organizations.

The Friends Fiduciary Corporation Records includes four linked organizations: the [Hicksite] Trustees of the Philadelphia Yearly Meeting (1898-1975), the [Orthodox] Friends Fiduciary Corporation (1920-1975), and the Fiduciary Corporation of Philadelphia Yearly Meeting (1975-2001) which renamed itself as Friends Fiduciary Corporation in 2001.

Records for each organization include minutes and annual reports, and some committee records and historical information relating to the many grants and funds managed by the Corporation. A large portion of the collection is financial records like ledgers and cash books.

Minutes and annual reports are comprehensive through 1993 and 2005, respectively. Of interest include records related to Quaker philanthropist Anna Jeanes's complicated bequest over the decades, including related to what is now Temple University's Jeanes Hospital. There is also documentation of the Fiduciary Corporation's response to increasing demands to divest from South Africa in the early 1980s.

The collection is grouped in three parts, according to the organization that created the records. The first group, the originally Hicksite Trustees of he Philadelphia Yearly Meeting (1898-1975), includes Series 1-4. The second grouping, the originally Orthodox Friends Fiduciary Corporation (1920-1975), includes Series 5-7. The final grouping is the united Fiduciary Corporation of Philadelphia Yearly Meeting (1975-2001) and the reorganized Friends Fiduciary Corporation (2001- ).

Within each organizational grouping, there are series for minutes/annual reports, correspondence, committee records, and financial records (like ledgers and cash books).

A final Series 12 includes historical fund reference information that crosses across several creating bodies.

Deposit

The financial records of Philadelphia Yearly Meeting's Meeting House Trust Funds Committee are described separately in QM-Phy-223, and the records of Philadelphia Yearly Meeting's Finance Committee and Treasurer are described in QM-Phy-325.

Organization
Subject

Publisher
Quaker Meeting Records at Haverford College Quaker & Special Collections and Friends Historical Library of Swarthmore College
Finding Aid Date
2004
Access Restrictions

The collection is open for research. Some of the financial materials in this collection with implications for personal privacy have restricted access. Details available in the Repository.

Use Restrictions

Copyright has not been assigned to the Repositories. All requests for permission to publish or quote from manuscripts must be submitted to the individual Meeting or its successor. Permission for publication is given on behalf of the Repositories as the holder(s) of the physical items and is not intended to include or imply permission of the copyright holder, which must also be obtained by reader.

Collection Inventory

RG2/Phy/200. Trustee Reports to the Yearly Meeting, 1899-1934.
Scope and Contents

Includes a mix of tipped-in typed and handwritten reports to the Yearly and Representative Meetings on assorted funds under the stewardship of the Trustees. Arranged chronologically.

Physical Description

1 volume [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/200. Annual Reports, 1912-1947, 1955-1974.
Box Phy/200 Box 1
Physical Description

1 box

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/200. Trustee minutes, 1957-1967.
Box Phy/200 Box 2
Scope and Contents

Both folders of full trustee minutes include membership and attendance rosters.

Physical Description

2 folders

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/201. Executive Committee Minutes, 1899-1960.
Existence and Location of Copies

Available on microfilm:

  1. Swarthmore: Microfilm MR-Ph468
Scope and Contents

Coverage by volume: 1899-1913, 1913-1924, 1924-1930, 1930-1960

Physical Description

4 volumes

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/202. Board of Directors minutes, 1898-1956, 1964-1975.
Box Phy/200 Box 2
Scope and Contents

Coverage by volume: 1898-1925, 1926-1936, 1936-1945, 1945-1951, 1951-1956. First volume of minutes includes copy of by-laws and incorporation.

Separate folders includes special minutes of 1944 1mo 25 meeting regarding the proposed leasing of Jeanes Hospital to the United States War Department, and regular minutes 1964-1970, 1970-1975.

Physical Description

5 volumes and 3 folders

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/211. Incorporation-related papers, 1898.
Box Phy/200 Box 2 Folder RG2 OVERSIZE
Scope and Contents

Legal records relating to the incorporation of the Trustees of the [Hicksite] Philadelphia Yearly Meeting of Friends in 1898. Includes application for charter, a printed copy of the charter and by-laws, legal advertisements, and the master's report. A signed manuscript copy of the incorporation is foldered in oversize.

Physical Description

1 folder

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/212. Unsorted Trustees records, 1928-1940.
Box Phy/200 Box 2
Scope and Contents

Miscellaneous papers of the Trustees of the Philadelphia Yearly Meeting of the Religious Society of Friends. Includes reports of the Pennsylvania Company for Insurance on Lives & Granting Annuities to the Trustees of Philadelphia Yearly Meeting, 1928-40; and of the Trustees to the Yearly Meeting, 1928-40; correspondence to the Philadelphia Quarterly Meeting from the auditors, 1924 & 1934; correspondence to the Friends Historical Library regarding bequests, 1939; with the Philadelphia Yearly meeting regarding Trustees' reports, 1934-36; Property Questionnaires for meeting houses, 1930-31; with the City Council regarding a "tract of ground bounded by Green, Fourth, Orianna, and Spring Garden Streets", 1930; regarding a gift from the Northern Association of City and County for Relief and Employment of poor women, 1926; and with the Friends' Neighborhood Guild regarding putting its funds in the care of the Trustees, 1925.

Physical Description

1 folder

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/212. Memos related to trustee involvement and investments, 1933, 1964.
Box Phy/200 Box 2
Scope and Contents

Includes memos and reports relating to the administration of trusts, 1933, and correspondence concerning the consolidation of three funds into the Discretionary Fund, 1964.

Physical Description

1 folder

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Scope and Contents

Correspondence received with records stored at Race Street and transferred to Friends Historical Library in 1996. Files frequently include copies of wills.

Arranged chronologically.

Physical Description

31 folders

Material Specific Details

Affiliation: Hicksite/United

George School: will - Roger P. Walton, 1917-1919.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and estate - Anne P. Townsend, 1919.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and income account: Emma Ridgway Comly estate, 1919-1935.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Fred W. Taylor, 1919-1942.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Sarah F. Robeson, 1920.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will - William G. Huey, 1921.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Minutes, correspondence regarding funds - Samuel Swain, 1921-1923.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Property Committee: correspondence regarding funds - Friends Center, 1925.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Reports and Correspondence, 1925-1956.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Sarah F. Robeseon trust, 1928-1941.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Friends' Boarding Home/Educational Committee: will and correspondence regarding funds - Anna T. Allen, 1934-1941.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Civil action regarding Nathan Thorne trust estate, 1940.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Emily H. Taylor, 1943.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Citation regarding estate of Margaret K. Pritchett, 1943-1944.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Elizabeth M. Chace, 1947-1956.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will, deeds and correspondence regarding funds - Sarah Corinne Partenheimer, 1948-1958.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - Sara J. Wolfe, 1949-1950.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Civil action regarding Francis Moore Thorne trust estate, 1949-1961.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Race Relations Committee: correspondence regarding funds - Schofield scholarship, 1952.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Education Committee: correspondence regarding funds - Frances Moore Thorne, 1952.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Friends' Boarding Homes: correspondence regarding funds - Margaret P. Thomas, 1952.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - M. Ashbrook Griffith, 1952.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will - Alberta Livesey, 1952-1953.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Civil action and correspondence regarding estate of Irma Labrot Baker, 1953.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and correspondence regarding funds - Lida W. Van Iderstine estate, 1953-1955.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Fireproof keys and correspondence regarding funds - Anna H. Chace, 1953-1958.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will - Howard T. Hallowell, 1955.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and codicils: Anna T. Jeanes, 1957.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and correspondence regarding funds - Edward Woolman estate, 1960.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Will and correspondence regarding funds - Lydia S. Ballinger, 1961.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

Correspondence regarding funds - William B. Griscom estate, 1961.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/214. Committee to Discuss Trustees and Fiduciary Corporation Policies for Investment of Funds records, 1969-1972.
Box Phy/200 Box 2
Scope and Contents

Includes committee minutes, a statement of investment policy from 1969, and trust records.

Physical Description

1 folder

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/207. Real Estate and Property Committee minutes, 1935-1950.
Physical Description

2 volumes

Material Specific Details

Hicksite

RG2/Phy/208. Mortgage Committee records, 1932-1962.
Scope and Contents

Volumes 1 and 2 are Mortgage Committee minutes, Volume 3 is Mortgage and Real Estate Committee minutes. The accompanying folder includes papers of its Examining Committee.

Physical Description

3 volumes + 1 folder

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/203. Income Administration Committee minutes, 1917-1956.
Scope and Contents

Minutes of the Committee on Income Administration and Distribution, 1956. Shares the volume with the minutes of the Anna T. Jeanes Committee to assist Disabled Women residing in Friends Quarterly Meeting Homes, 1917-1956.

Physical Description

1 volume

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

Scope and Contents

Minutes of the Investment Committee and its predecessors, the Securities Subcommittee and the Securities Committee of the Trustees of Philadelphia Yearly Meeting (Hicksite), 1932-45, 1946-54, 1955-63, 1963-67, 1964-70 (loose), and 1970-75; also includes reports, 1956-63.

Existence and Location of Copies

Available on microfilm in the following location(s):

  1. Swarthmore: No film.
  2. Haverford: No film.
Physical Description

5 volumes + 2 folders

RG2/Phy/204. Minutes, 1932-1970.
Box Phy/204 Box 1
Physical Description

4 volumes + 1 folder

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/204. Minutes, 1970-1975.
Box Phy/204 Box 2
Physical Description

1 volume

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/204. Reports, 1956-1963.
Box Phy/204 Box 2
Physical Description

1 volume

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/206. George Bequest Trustees minute book, 1889-1893.
Scope and Contents

The minute book predates the incorporation of the Hicksite Philadelphia Yearly Meeting Trustees, although the John M. George Bequest came under its care after its organization.

Physical Description

1 volume

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/209. Abstract of the annual accounts, 1930-1932.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/209. Auditor's Report, 1914, 1932.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/203. Women's Assistance Committee minutes, 1917-1956.
Scope and Contents

Records of the Committee having charge of the Anna T. Jeanes Fund to Assist Disabled Women Residing in Quarterly Meeting Homes. Shares the volume with minutes of the Committee on Income Administration and Distribution.

Physical Description

1 volume

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/215. Minutes, 1895-1953.
Physical Description

3 volumes

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/215. Records related to study reports and distributions of Jeanes Funds for older Friends, 1968-1970.
Box Phy/200 Box 2
Physical Description

1 folder

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/225. Cash Books (General Trusts), 1900-1919, 1925-1948, 1955-1973.
Scope and Contents

Coverage by volume: "Miscellaneous Trusts" 1900-1919, 1925-1932; "Sundry Trusts" 1933-1936, 1937-1940, 1940-1944, 1944-1948; "Cash Book and Journal" 1955-1973

Physical Description

7 volumes [oversize]

Material Specific Details

Hicksite/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/217. "Administration Expenses and Miscellaneous" cash books, 1934-1952.
Scope and Contents

Spine label "Journal." Coverage by volume: 1934-1940, 1940-1944, 1944-1952

Physical Description

3 volumes

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/216. Building Committee: Jeanes Hospital ledger, 1926-1929.
Scope and Contents

"This book contains an account of contracts entered into and money extended in building the Jeanes Hospital at Fox Chase."

The construction account ledger also includes a transcribed excerpt from Anna Jeanes's will and a cash book at the end of the volume.

Physical Description

1 volume

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/221. Trustees of the Bequest of John M. George cash books, 1898-1932.
Scope and Contents

Coverage by volume: 1898-1909, 1909-1919, 1919-1929, 1929-1932

Physical Description

4 volumes [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/221. George School Trusts cash books, 1933-1948.
Scope and Contents

Coverage by volume: 1933-1936, 1937-1940, 1940-1944, 1944-1948

Physical Description

4 volumes [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/218. Residuary Estate cash books, 1910-1932.
Scope and Contents

Coverage by volume: 1910-1923 and 1931-1932

Physical Description

2 volumes [oversize]

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/218. Rent ledgers, 1911-1922.
Scope and Contents

"Rent Book" 1911-1918 and "Rent Ledger" 1919-1922

Physical Description

2 volumes [oversize]

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/218. Trusts Under the Will of Anna T. Jeanes cash books, 1911-1947.
Scope and Contents

Coverage by volume: 1911-1932, 1933-1936, 1937-1940, 1940-1944, 1944-1947

Physical Description

5 volumes [oversize]

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/220. Joseph Jeanes Fund Trustees cash books, 1896-1932.
Scope and Contents

Coverage by volume: 1896-1912, 1912-1931, 1931-1932

Physical Description

3 volumes [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/219. Trustees of the Samuel Jeanes Fund cash books, 1895-1932.
Scope and Contents

Coverage by volume: 1895-1918, 1918-1932

Physical Description

2 volumes [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/219. Samuel Jeanes Meeting House Fund cash book, 1899-1932.
Physical Description

1 volume [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/222. Philadelphia Quarterly Meeting Home Fund cash book, 1904-1932.
Physical Description

1 volume [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

Existence and Location of Copies

Available on microfilm in the following location(s):

  1. Swarthmore: No film.
  2. Haverford: No film.
Physical Description

14 volumes

Material Specific Details

Affiliation: Hicksite/United

RG2/Phy/231. Stock and Bond register, 1923-1932.
Physical Description

1 volume

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/230. Rental properties, mortgages, and income, 1923-1935.
Scope and Contents

The Philadelphia Yearly Meeting Trustees owned many properties and earned significant income from their mortgaging, rental, and lease. This file includes a rent ledger for 1923-1933, a collections ledger for 1930-1933, and a logbook "Amounts approved on appreciations on mortgage loans" covering 1925-1935. Ledgers generally include the property address, amounts paid or owed, the name of the fund or trust that owns the property, and the lesee or renter.

Physical Description

3 volumes

Material Specific Details

Hicksite

Physical Location

Philadelphia Yearly Meeting of Friends (Hicksite : 1827-1955). Trustees. Ledgers (Rent)

RG2/Phy/231. Investment ledgers, 1931-1933.
Scope and Contents

All three "Investment Ledgers" cover the same period (1931-1933) but each volume covers a different range of the many trusts and funds under oversight of the Philadelphia Yearly Meeting Trustees.

Physical Description

3 volumes

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/231. Trust distribution ledgers, 1933-1956.
Scope and Contents

Records of Discretionary, Escrow, Legal and Special funds. Includes account distributions for various trusts. Dates covered by volume: 1933-1946, 1933-1951, 1938-1946, 1948-1956.

Physical Description

4 volumes [oversize]

Material Specific Details

Hicksite

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/231. Ledger sheets [unbound], 1955-1975.
Physical Description

1 folder [housed with oversize]

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/241. Annual Reports, 1921-1974.
Box Phy/241 Box 1 Box Phy/241 Box 2
Physical Description

11 folders

Material Specific Details

Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/241. Incorporation and By-Laws, 1920-1921.
Box Phy/241 Box 2
Physical Description

1 folder

Material Specific Details

Orthodox

Physical Location

Friends Historical Library of Swarthmore College

HC.Phy.251.001 (1250/F5.1). Board of Trustees Minutes, 1926-1927.
Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Haverford College Quaker and Special Collections

HC.Phy.251.002 (1250/F5.2). Executive Committee Minutes, 1927-1932.
Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Haverford College Quaker and Special Collections

RG2/Phy/241. Minutes, 1949-1975.
Scope and Contents

Includes the minutes of the Corporation, its Board of Directors, and various of its constituent committees, arranged chronologically. Coverage by volume: 1949-1966, 1966-1975.

Physical Description

2 volumes

Material Specific Details

Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence daybooks, 1921-1937, 1940-1941.
Box Phy/241 Box 2 Box Phy/241 Box 3
Scope and Contents

Bound folders of correspondence sent and received, 1921-1934, 1935-1937, 1940-1941.

Physical Description

3 folders

Material Specific Details

Orthodox

Physical Location

Friends Historical Library of Swarthmore College

Scope and Contents

Correspondence received with records stored at Race Street and transferred to Friends Historical Library in 1996. Correspondence is arranged alphabetically within the box.

Physical Description

35 folders

Material Specific Details

Orthodox/United

RG2/Phy/242. Correspondence regarding funds - Sarah Zane, 1881-1882.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Hannah W. Richardson, 1883-1951.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Agreements with Provident Life and Trust Company, 1916-1922.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Emily H. Taylor Fred W. Taylor, 1919-1943.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Anna Cresson, 1920.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Minutes, correspondence regarding funds - Pemberton, 1921-1950.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Minutes, correspondence regarding funds - Friends Fiduciary Corporation, 1926-1939.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds for Book Committee, 1926-1945.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Samuel S. Thompson, 1926-1946.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Minutes, correspondence regarding funds - Friends Fiduciary Corporation, 1927-1928.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Phebe Harned, 1927-1932.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Hicksite/United

RG2/Phy/242. Correspondence regarding funds - Samuel P. Bartlett estate, 1932.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Tuckerton YMCA, 1936.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Mary W. Trimble, 1937.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Alfred H. Porter grant, 1940-1942.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Deed - estate of Huldah H. Bonwill, 1941-1953.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding insurance policies, 1941-1953.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Charles J. Gibbs, 1942-1946.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Mira Gibbs, 1942-1946.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Marriage Council, 1943.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Viola J. Marple, 1944.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Barnegat meeting, 1944-1948.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Little Egg Harbor Meeting House and Grounds, 1944-1952.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Anna H. Chace, 1945.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Edward L. Richards, 1945.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Maria C. Scattergood, 1946.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Frederic V. Hetzel, 1947-1948.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Mary Etta Cox Parker, 1948-1949.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will and correspondence regarding funds - Rebekah B. Wills, 1948-1949.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - Joseph M. Hottel, 1951.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Correspondence regarding funds - E. Harris Michener Fund for Elderly Friends, 1953-1955.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Will, accounts, and correspondence regarding funds - Jessie Ellis Peirce, 1956-1957.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Friends Fiduciary Corporation: correspondence regarding funds - Samuel S. Thompson, 1957.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. Westtown Boarding School: correspondence regarding funds - Anna M. Haines and Henry Ecroyd Haines, 1959.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/242. History of funds for Friends' writings, Ca.1910.
Box Phy/241 Box 4
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/243. Cash, Principal, and Income ledger, 1921-1927.
Physical Description

1 volume

Material Specific Details

Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/243. Cash book [unbound sheets].
Box Phy/245 Box 5
General

Boxed with cash book sheets from the consolidated Fiduciary Corporation of Philadelphia Yearly Meeting.

Physical Description

1 box

Material Specific Details

Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/243. Ledger transfer sheets, 1927-1976.
Box Phy/241 Box 5
Scope and Contents

Loose ledger sheets for all accounts managed by the first Friends Fiduciary Corporation (1920-1976), transferred from Friends Center after the creation of the united Friends Fiduciary Corporation.

Physical Description

1 record carton

Material Specific Details

Orthodox

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/243. Account book [unbound sheets], ca. 1940s-1975.
Box Phy/241 Box 6
Physical Description

1 box [oversize]

Material Specific Details

Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/243. Closed and forwarded accounts, 1974-1985.
Box Phy/241 Box 7
Scope and Contents

Ledger sheets from accounts closed prior to the creation of the united Corporation, or forwarded during/after the merger.

Physical Description

1 box

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/245. Minutes, 1975-1993.
Box Phy/245 Box 1
Scope and Contents

Minutes of the Fiduciary Corporation of Philadelphia Yearly Meeting of Friends, from its creation as a united body in 1975 through 1989.

The minute files include corporation minutes, membership lists, and related policy documents and memos, including the Fiduciary Corporation's 1982 response to the demands for divestment from the Task Force on South Africa.

Coverage by file: 1975-1982, 1982-1984, 1985-1986, 1987-1989, 1989-1993.

Physical Description

1 volume, 4 folders

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/245. Annual Reports, 1975-2005.
Box Phy/245 Box 1 Box Phy/245 Box 2
Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Joint Plan of Consolidation and By-Laws, 1975.
Box Phy/245 Box 3
Scope and Contents

Inclues the "Joint Plan of Consolidation of Friends Fiduciary Corporation, A Pennsylvania Nonprofit Corporation, and Trustees of Philadelphia Yearly Meeting of Friends, A Pennsylvania Nonprofit Corporation, Into Fiduciary Corporation of Phila. Yearly Meeting of Friends," with the Articles of Incorporation, which was filed in April 1975.

File also includes the "By-Laws of Fiduciary Corporation of Philadelphia Yearly Meeting of Friends," adopted May 1975.

Physical Description

1 folder

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Distribution Committee records, 1930-1987.
Box Phy/245 Box 3
Scope and Contents

Files on the various funds managed by the responsible committees. Funds covered are the Philadelphia Quarterly Meeting Education Fund (1930-1989), the Adelphi/Aimwell Fund (1946-1985), the Martha Schofield Fund (1952-1989), the DeCou Trust (1960-1986), and the Mary Pusey Fund (1978-1987). Files include records from prior to the creation of the united Fiduciary Corporation; their intermingled arrangement has been maintained.

Physical Description

5 folders

Material Specific Details

Orthodox/United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Account Information Record, 1977.
Scope and Contents

The Account Information Record captures key summary information for all of the 400 accounts under the management of the Fiduciary Corporation in 1977. The volume begins with an introduction and a guide to the Record's organization and definitions. Entries include information related to the name, value capacity, and the account's purpose and history.

Physical Description

1 volume

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Fiduciary Corporation / Philadelphia Yearly Meeting relationship, 1985-1987.
Box Phy/245 Box 4
Scope and Contents

This file includes memos, annual reports, and policy and minute drafts related to the relationship between Philadelphia Yearly Meeting and the fincially independent but organizationally interdependent Fiduciary Corporation of Philadelphia Yearly Meeting. The movement by Philadelphia Yearly Meeting to divest from South Africa's apartheid government is reflected in many of the records, as well as more general summary policies.

Physical Description

1 folder

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Trust Administrator correspondence, 1993-1994.
Box Phy/245 Box 4
Physical Description

2 folders

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/246. Closing documents: Jeanes Hospital and Temple University merger, 1996.
Box Phy/245 Box 4
Scope and Contents

"Closing binder" for the merger of Jeanes Hospital with and into Temple Central Hospital, Inc., an affiliate of Temple University. Binder has been disbound.

Physical Description

4 folders

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/247. Cash book, 1973-1976.
Scope and Contents

The first cash book of the consolidated Fiduciary Corporation, with sections for the final cash book entries for the superceded Trustees and Friends Fiduciary Corporation.

Physical Description

1 volume

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/247. Cash book [unbound sheets], 1976-1988.
Box Phy/245 Box 5
General

Boxed with cash book sheets from the Orthodox Friends Fiduciary Corporation.

Physical Description

1 box

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/247. Ledger sheets, 1971-1996.
Box Phy/245 Box 6
Scope and Contents

Ledger sheets are packaged by Principal, Income, Consolidated Fund, etc.

Physical Description

1 box

Physical Location

Friends Historical Library of Swarthmore College

Scope and Contents

This series has material at both Haverford and Swarthmore, from Friends Fiduciary Corporation and all of its predecessors. It includes papers related to the history and purpose of funds, rather than specific investment or financial records.

RG2/Phy/226. Third and Arch Streets Associates Financial Records, 1980-1991.
Box Phy/226 Box 2
Physical Description

1 box

Material Specific Details

United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Adelphi Fund, 1888-2001.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Aimwell Fund, 1902-2001.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Natalie Clifford Barney Trust, 1964-1997.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Evalina Caldwell Trust, 1932-2001.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Richard DeCou Trust, 1974-2000.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Friends Society of Philadelphia for the Relief and Employment of the Poor, 1966-1982.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Female Society of Philadelphia for the Relief of Sick and Infirm Poor with Clothing, 1977-2001.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Emily P. Longstreth Fund, 1978 and n.d.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Anna Gray Morris Fund, 1981-2002.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Mary S. Pusey Fund, 1966-1990.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Tyson Fund, 1941-2005.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Barclay-Friends Hall Endowment, 1966-1990.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Friends Charity Fuel Fund, 1941-2002.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. George School-Hallowell, 1989-2003.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Grandom Institute and Philadelphia Soup House, 2003-2005.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Pennsbury Fund, 1970-2001.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Frank M. Scheibley Trust, 1956-2005.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

RG2/Phy/226. Martha Schofield Scholarship Fund, 1983-2005.
Box Phy/226 Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: United

Physical Location

Friends Historical Library of Swarthmore College

HC.Phy.251.003 (1250/F5.3). Attendence of Jeanes Hospital Trustees, 1928-1937.
Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Haverford College Quaker and Special Collections

HC.Phy.251.004 (1250/F5.3). Minutes, clippings for the Jeanes Hospital, 1928-1951.
Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Haverford College Quaker and Special Collections

HC.Phy.251.005 (1250/F5.4). Jeanes Hospital press clippings, 1928-1956.
Box 1
Physical Description

1 folder

Material Specific Details

Affiliation: Orthodox

Physical Location

Haverford College Quaker and Special Collections

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