TABLE OF CONTENTS
SHORT HISTORY OF THE CORPORATION
BRIEF DESCRIPTION OF THE RECORDS
SEARCHING IN OUR ON-LINE CATALOGUE FOR RELATED MATERIALS
DETAILED DESCRIPTION OF THE RECORDS
Series 1. Trustees of PYM: Minutes and Annual Reports 1898-1975
Series 2. Trustees of PYM: Correspondence and Miscellaneous Records 1898-1964
Series 3. Trustees of PYM: Committee Records 1895-1975
Series 4. Trustees of PYM: Financial Records, 1895-1973
Series 5. Friends Fiduciary Corporation (1920-1975): Minutes and Annual Reports 1921-1975
Series 6. Friends Fiduciary Corporation (1920-1975): Correspondence 1921-1940
Series 7. Friends Fiduciary Corporation (1920-1975): Financial Records 1921-1975
Series 8. Friends Fiduciary Corporation (2001- ): Minutes and Annual Reports 1975-1993
Series 9. Friends Fiduciary Corporation (2001- ): Correspondence 1987-1994
Series 10. Friends Fiduciary Corporation (2001- ): Committee Records 1989-1993
Series 11. Friends Fiduciary Corporation (2001- ): Financial Records 1951-1995
Series 12. Friends Fiduciary Corporation (2001- ): Grants Made Prior to 1990, 1930-1989
Haverford College Quaker Collection
Friends Historical Library of Swarthmore College
FRIENDS FIDUCIARY CORPORATION
A Finding Aid for its Meeting Records Deposited in Friends Historical Library of Swarthmore College
Summary |
|
| Creator: | Friends Fiduciary Corporation (2001- ) |
| Title | Records |
| Dates: | 1889-[on-going] |
| Abstract: | Friends Fiduciary Corporation of the Philadelphia Yearly Meeting of the Religious Society of Friends was created in 1975 by a merger of the Trustees of the Philadelphia Yearly Meeting and the Friends Fiduciary Corporation. The Fiduciary Corporation primarily manages and invests funds entrusted to it by Friends meetings and organizations, which are commingled into a Consolidated Fund. |
| Quantity: | 54 linear ft. |
| Repositories: | Friends Historical Library of Swarthmore College |
| Location: | For current information on the location of materials, please consult the Libraries' online catalog: http://tripod.brynmawr.edu |
SHORT HISTORY OF THE CORPORATION
The Trustees of the Philadelphia Yearly Meeting 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 changed its name back to Friends Fiduciary Corporation in 2001, better reflecting its Quaker heritage and acknowledging the more common usage of the name.
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.
Friends Fiduciary Corporation primarily manages and invests funds entrusted to it by Friends meetings and organizations, which are commingled into a Consolidated Fund. The Corporation attempts to invest only in companies that adhere to Friends Concerns. In addition to investment, the Corporation also holds title, without management responsibilities, to a number of Quaker properties. The Fiduciary Committee handles millions of dollars of Friends funds, and largely functions through subcommittees.
For more information, consult the website: http://www.friendsfiduciary.org/about.htm
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BRIEF DESCRIPTION OF THE RECORDS
Organization:The Series are grouped in three parts, according to the corporate entity responsible for thier creation. Series 1-4 contain Minutes and Annual Reports, Committee Records, Correspondence, and Financial Records, respectively, of the Trustees of the Philadelphia Yearly Meeting. Series 5-7 contain Minutes and Annual Reports, Correspondence, and Financial Records, respectively, of the Friends Fiduciary Corporation. The last five series contain records of the Fiduciary Corporation of the Philadelphia Yearly Meeting and the second Friends Fiduciary Corporation, including: Minutes and Annual Reports, Correspondence, Committee Records, Financial Records, and Grants Given Prior to 1990.
Within the respective Committee series are the records of the Committee to Discuss Trustees and Fiduciary Corporation Policies for Investment of Funds, Real Estate Committee, Mortgage Committee, Investment Committee, Committee on Income Administration & Distribution, Anna T. Jeanes Fund, and the Joseph Jeanes Fund.
The Financial Records series contain the bulk of material in this collection, as the holdings and transactions of the corporations are documented in these sections. Bank statements, reports from the CoreStates Trust and Investment, 1838 Investment Advisors, and Morgan Grenfell Capital Management, and voided checks are all found in these series.
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Restrictions
Access
Philadelphia Yearly Meeting restricts access to certain materials with implications for personal privacy. 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.
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SEARCHING IN OUR ON-LINE CATALOGUE FOR RELATED MATERIALS
This collection is indexed under the following headings in TRIPOD, the joint on-line catalog of Haverford and Swarthmore Colleges. Researchers desiring materials about related topics, persons, or places should search the catalog using these headings.
Earlier Names
Fiduciary
Corporation of the
Philadelphia Yearly Meeting of the Religious Society of Friends
Friends Fiduciary
Corporation (1920-1975)
Philadelphia Yearly Meeting of
Friends (Hicksite : 1827-1955). Trustees.
Subjects:
Fiduciary
Corporation of the
Philadelphia Yearly Meeting of the Religious Society of Friends
Friends Fiduciary
Corporation (2001- )
Philadelphia Yearly Meeting of
the Religious Society of Friends -- Finance.
Philadelphia Yearly Meeting of
Friends (Hicksite : 1827-1955) -- Finance.
Philadelphia Yearly Meeting of
Friends (Orthodox : 1827-1955) -- Finance.
Friends Fiduciary
Corporation (1920-1975)
Philadelphia Yearly Meeting of
Friends (Hicksite : 1827-1955). Trustees.
Society of Friends --
Pennsylvania.
Society of Friends -- New
Jersey.
Society of Friends -- Delaware.
Society of Friends -- Maryland.
Wealth -- Moral and ethical
aspects.
Trusts and trustees.
Stewardship,
Christian.
Religious institutions --
Investments.
Social ethics.
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Administrative Information
Accession information
Deposit
Return to the Table of Contents
DETAILED DESCRIPTION OF THE RECORDS
Note to Researchers: These records may only be consulted at Swarthmore (SW), and are not available through inter-Library loan.
Series 1. Trustees of PYM: Minutes and Annual Reports, 1898-1975
| Name: | Minutes, 1898- |
| Affiliation: | H/U |
| Size: | volumes |
Minutes of the Trustees of Philadelphia Yearly
Meeting of the Religious Society of Friends and its predecessor,
Philadelphia Yearly Meeting of Friends (Hicksite : 1827-1955),
1898-1956. Includes volumes: 1898-1925, 1926-36, 1936-45, 1945-51,
1951-56, 1957-63, 1963-67, 1964-70. Indexed to 1956.
Board of Trustees' minutes for the years 1898-1956
are available on microfilm in the following location(s):
| SW: | MR-Ph467 |
| HV: | No film. |
Minutes, 1898-1956; Desc.: 4 volumes; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/200.
Minutes, 1957-1963; Desc.: 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Minutes, 1963-1967; Desc.: 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Includes Corporators and Executive Committee.
Minutes, 1964-1970; Desc.: 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Board of Directors Minutes, 1970-75 |
| Affiliation: | U |
| Size: | 1 volume |
| Repository: | SW |
| Location: | RG2/Phy/202 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Executive Committee Minutes, 1899-1960 |
| Affiliation: | H/U |
| Size: | 4 volumes |
| Repository: | SW |
| Location: | RG2/Phy/201 |
Minutes of the Executive Committee of the Trustees of
Philadelphia Yearly Meeting of the Religious Society of Friends,
1899-1960. Includes: 1899-1913, 1913-24, 1924-30, 1930-60.
Available on microfilm in the following
location(s):
| SW: | MR-Ph468 |
| HV: | No film. |
| Name: | Annual Reports, 1912-74 |
| Affiliation: | H/U |
| Size: | folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Annual Reports, 1912-1933; Desc.: 1 folder; Affil.: H; Repos.: SW; Loc.: RG2/Phy/224.
Annual Reports, 1955-65; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Annual Reports, 1966-74; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
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Series 2. Trustees of PYM: Correspondence and Miscellaneous Records, 1898-1964
| Title/Date(s): | Correspondence, 1933 & 1964 |
| Affiliation: | H/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/212 |
Miscellaneous correspondence concerning investments,
1933 & 1964. Includes memos and reports relating to the
administration of trusts, 1933, and correspondence concerning the
consolidation of three funds into the Discretionary Fund, 1964.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Legal Records Relating to Incorporation, 1898 |
| Affiliation: | H |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/211 |
Legal records relating to the incorporation of
Trustees of Philadelphia Yearly Meeting of Friends, 1898. Includes
application for charter, printed charter and By-laws, and other
records,
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Miscellaneous Papers, 1928-1940 |
| Affiliation: | H |
| Size: | 1 box |
| Repository: | SW |
| Location: | RG2/Phy/227 |
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.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Miscellaneous Correspondence, 1917-1961 |
| Affiliation: | H/U |
| Size: | 31 folders |
Correspondence received with records stored at Race Street and transferred to Friends Historical Library in 1996.
Arranged chronologically.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
George School: will - Roger P. Walton , 1917-1919 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and estate - Anne P. Townsend , 1919 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and income account: Emma Ridgway Comly estate , 1919-1935 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Fred W. Taylor , 1919-1942 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Sarah F. Robeson , 1920 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will - William G. Huey , 1921 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Minutes, correspondence regarding funds - Samuel Swain , 1921-1923 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Property Committee: correspondence regarding funds - Friends Center , 1925 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Reports and Correspondence , 1925-1956 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Sarah F. Robeseon trust , 1928-1941 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Friends' Boarding Home/Educational Committee: will and correspondence regarding funds - Anna T. Allen , 1934-1941 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Civil action regarding Nathan Thorne trust estate , 1940 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Emily H. Taylor , 1943 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Citation regarding estate of Margaret K. Pritchett , 1943-1944 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Elizabeth M. Chace , 1947-1956 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will, deeds and correspondence regarding funds - Sarah Corinne Partenheimer , 1948-1958 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Sara J. Wolfe , 1949-1950 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Civil action regarding Francis Moore Thorne trust estate , 1949-1961 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Race Relations Committee: correspondence regarding funds - Schofield scholarship , 1952 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Education Committee: correspondence regarding funds - Frances Moore Thorne , 1952 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Friends' Boarding Homes: correspondence regarding funds - Margaret P. Thomas , 1952 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - M. Ashbrook Griffith , 1952 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will - Alberta Livesey , 1952-1953 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Civil action and correspondence regarding estate of Irma Labrot Baker , 1953 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Lida W. Van Iderstine estate , 1953-1955 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Fireproof keys and correspondence regarding funds - Anna H. Chace , 1953-1958 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will - Howard T. Hallowell , 1955 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
John Pemberton Fund: Miscellaneous financial records: Receipts & correspondence , 1956 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and codicils: Anna T. Jeanes , 1957 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Edward Woolman estate , 1960 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Lydia S. Ballinger , 1961 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - William B. Griscom estate , 1961 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Reports and Correspondence, 1925-56 |
| Affiliation: | H/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 3. Trustees of PYM: Committee Records, 1895-1975
| Name: | Committee to Discuss Trustees and Fiduciary Corporation Policies for Investment of Funds, 1971-72 |
Notes on Meeting to Discuss Trustees and
Fiduciary Corporation Policies for Investment of Funds , 1971-1972; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/214.
Includes minutes of the Committee to Discuss Trustees
and Fiduciary Corporation Policies for Investment of Funds, 1971-72,
a statement of investment policy from 1969, and miscellaneous trust
records.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Real Estate Committee, 1935-1950 |
| Size: | 2 volumes |
The Property Committee of the Trustees of Philadelphia
Yearly Meeting became the Real Estate Committee in 1940.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Minutes, 1935-1939; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/207.
Minutes of the Property Committee of the Trustees
of Philadelphia Yearly Meeting, 1935-39.
Minutes, 1940-1950; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/207.
Minutes of the Real Estate Committee of the Trustees
of Philadelphia Yearly Meeting.
| Name: | Mortgage Committee, 1932-1962 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Minutes, 1932-1962; Desc.: 3 volumes; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/208.
Minutes of the Mortgage and Real Estate Committee of
the Trustees of Philadelphia Yearly Meeting of the Philadelphia
Yearly Meeting of Friends and its predecessors, and the Mortgage and
Real Estate Committee of the Philadelphia Yearly Meeting (Hicksite),
1932-39, 1939-54, & 1954-62. Volumes 1 & 2 are labeled
"Mortgage Committee;" Volume 3 is labeled "Mortgage and Real Estate
Committee."
Examining Committee Papers, 1936-38; Desc.: 1 folder; Affil.: H; Repos.: SW; Loc.: RG2/Phy/208.
Minutes and other papers of the Mortgage Examining
Committee of the Trustees of the Philadelphia Yearly Meeting
(Hicksite).
| Name: | Investment Committee, 1932-1975 |
| Size: | 5 volumes + 2 folders |
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.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Minutes, 1932-1970; Desc.: 4 volumes + 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/204.
Minutes, 1970-75; Desc.: 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/204.
Received with the minutes of the Board of Directors,
August, 1981.
Reports to Trustees, 1956-1963; Desc.: 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/204.
Reports to the Trustees from its Investment Committee,
1956-1963.
| Name: | Committee on Income Administration & Distribution, 1917-56 |
| Affiliation: | H/U |
Minutes, 1917-1956; Desc.: Part of 1 volume; Affil.: U; Repos.: SW; Loc.: RG2/Phy/203.
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.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Anna T. Jeanes Fund, 1914-1956 |
| Affiliation: | H/U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Accounts of the Estate of Anna T.
Jeanes, ca. 1914 & 1932; Desc.: 1 folder (2 items); Affil.: H; Repos.: SW; Loc.: RG2/Phy/209.
Auditors' Report. Accounts of the Trustees of
Philadelphia Yearly Meeting (Hicksite) as Trustees of the Estate of
Anna T. Jeanes, 1914? and 1932. Deposit.
Women's Assistance Committee, 1917-1956; Desc.: Part of 1 volume; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/203.
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.
| Name: | Joseph Jeanes Fund, 1895-1970 |
| Affiliation: | H/U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Minutes, 1895-1953; Desc.: 3 volumes; Affil.: H; Repos.: SW; Loc.: RG2/Phy/215.
Minutes of the Joseph Jeanes Committee, 1895-1917,
1917-1937, and 1938- 1953.
Administration of Yearly Meeting Funds for the
Benefit of Elderly Friends, 1968-1970; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/216.
Joseph Jeanes Fund Committee records concerning
Administration of Yearly Meeting Funds for the Benefit of Elderly
Friends, 1968-1970.
| Name: | Trustees of Bequest of John M.George, Deceased, 1889-1893 |
| Affiliation: | H |
| Size: | 1 folder |
Correspondence received with records stored at Race Street and transferred to Friends Historical Library in 1996.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Minute book, 1889-1893; Desc.: 1 folder; Affil.: H; Repos.: SW; Loc.: RG2/Phy/226.
Return to the Table of Contents
Series 4. Trustees of PYM: Financial Records, 1895-1973,
| Title/Date(s): | Ledgers & Other Financial Records, 1919-1956 |
| Affiliation: | H/U |
| Size: | 13 volumes |
| Repository: | SW |
| Location: | RG2/Phy/210 and 225 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Cash Books, 1895-1973 |
| Affiliation: | H/U |
| Size: | 32 volumes |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Cash Book, 1895-1918; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1896-1912; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1898-1909; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1899-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1900-1919; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Quarterly Meeting Cash Book, 1904-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1909-1919; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1910-1923; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1911-1918; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1911-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1912-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1918-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1919-1929; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1925-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1929-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1931-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1931-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1933-1936; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1933-1936; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1933-1936; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1934-1940; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/217.
Volume 1934-40 is marked "Cash Book #2 Trustees of
Philadelphia Yearly Meeting of Friends / Administration Expenses and
Miscellaneous."
Cash Book, 1937-1940; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1937-1940; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1937-1940; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1940-1944; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1940-1944; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1940-1944; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1940-1944; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/217.
Cash Book, 1944-1947; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1944-1948; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book, 1944-1948; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Cash Book and Journal, 1955-73; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize 1.
| Name: | Ledgers, 1919-75 |
| Affiliation: | H/U |
| Size: | 14 volumes |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Discretionary Fund Ledger, 1973-75; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Box 1.
Ledger, 1919-1922; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Stock and Bond Register, 1923-1932; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Rent Ledger, 1923-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Mortgages Approved, 1925-1935; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Rent Ledger, 1930-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Investment Ledger, 1931-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Investment Ledger, 1931-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Account Book, 1931-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Investment Ledger, 1931-1933; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/225.
Trust Ledger, 1933-46; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/210.
Records of Discretionary, Escrow, Legal and Special
funds, 1933-46. Includes accounts of Anna T. Jeanes, George School,
Samuel Jeanes, etc.
Trust Ledger, 1933-51; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/210.
Records of Discretionary, Escrow, Legal and Special
funds, 1933-51. Includes accounts of Anna T. Jeanes, George School,
Samuel Jeanes, etc.
Journal of Distribution of Trust
Funds, 1938-1946; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/210.
Records of Discretionary, Escrow, Legal and Special
funds, 1948-1956. Includes accounts of Anna T. Jeanes, George School,
Samuel Jeanes, etc.
Ledger, 1948-56; Desc.: 1 volume; Affil.: H; Repos.: SW; Loc.: RG2/Phy/210.
Records of Discretionary, Escrow, Legal and Special
funds, 1948-1956. Includes accounts of Anna T. Jeanes, George School,
Samuel Jeanes, etc.
| Name: | Miscellaneous Financial Records, 1926-1944 |
| Affiliation: | H/U |
| Size: | 15 folders |
Records received with records stored at Race Street and transferred to Friends Historical Library in 1996.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Jeanes Hospital, Building Committee ledger , 1926-1929 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Account Book , 1944-1952 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Ledgers & Cash Payment related to the construction of Jeanes Hospital , 1926-1929 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1934 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1935 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1936 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1937 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1938 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1939 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1940 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1941 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1942 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1943 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
Complete reports on examination (excluded from Yearly Meeting Minutes) , 1944 ; Desc.: 1 folder; Affil.: H/U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Financial Reports, 1945-1948 |
| Affiliation: | H/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 5. Friends Fiduciary Corporation (1920-1975): Minutes and Annual Reports, 1921-1975
| Title/Date(s): | Minutes, 1949-74 |
| Affiliation: | O/U |
| Size: | 2 volumes |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Minutes of Friends Fiduciary, 1949-1966 and 1966-1974.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Minutes, 1956-75 |
| Affiliation: | U |
| Size: | 2 volumes |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Minutes of Friends Fiduciary, 1956-1966 and 1966-1975.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Annual Reports, 1921-28 |
| Affiliation: | O/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Annual Reports, 1944-74 |
| Affiliation: | O/U |
| Size: | 5 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Annual reports of Friends Fiduciary, 1944-49, 1956-60, 1961-65, 1968-74, and 1971-74.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 6. Friends Fiduciary Corporation (1920-1975): Correspondence, 1921-1940
| Title/Date(s): | General Correspondence, 1921-41 |
| Affiliation: | O |
| Size: | 3 volumes |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Bound volumes of general correspondence, 1921-34, 1935-37, and 1940-41.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Correspondence Concerning Lansdowne Monthly Meeting, 1921-40 |
| Affiliation: | O |
| Size: | 1 volume |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Correspondence and reports - Pemberton Fund, 1956 |
| Affiliation: | U |
| Size: | 1 volume |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Miscellaneous Correspondence, 1881-1959 |
| Affiliation: | O/U |
| Size: | 36 folders |
Correspondence received with records stored at Race Street and transferred to Friends Historical Library in 1996.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Correspondence regarding funds - Sarah Zane , 1881-1882 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Hannah W. Richardson , 1883-1951 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Agreements with Provident Life and Trust Company , 1916-1922 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Emily H. Taylor & Fred W. Taylor , 1919-1943 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Anna Cresson , 1920 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Minutes, correspondence regarding funds - Pemberton , 1921-1950 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Minutes, correspondence regarding funds - Friends Fiduciary Corporation , 1926-1939 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds for Book Committee , 1926-1945 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Samuel S. Thompson , 1926-1946 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Minutes, correspondence regarding funds - Friends Fiduciary Corporation , 1927-1928 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Phebe Harned , 1927-1932 ; Desc.: 1 folder; Affil.: H/U; Repos.: O; Loc.: RG2/Phy/226.
Correspondence regarding funds - Samuel P. Bartlett estate , 1932 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Tuckerton YMCA , 1936 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Bond statements , 1936-1955 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Mary W. Trimble , 1937 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Alfred H. Porter grant , 1940-1942 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Deed - estate of Huldah H. Bonwill , 1941-1953 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding insurance policies , 1941-1953 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Charles J. Gibbs , 1942-1946 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Mira Gibbs , 1942-1946 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Marriage Council , 1943 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Viola J. Marple , 1944 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Barnegat meeting , 1944-1948 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Little Egg Harbor Meeting House and Grounds , 1944-1952 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Anna H. Chace , 1945 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Edward L. Richards , 1945 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Maria C. Scattergood , 1946 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Frederic V. Hetzel , 1947-1948 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Mary Etta Cox Parker , 1948-1949 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will and correspondence regarding funds - Rebekah B. Wills , 1948-1949 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - Joseph M. Hottel , 1951 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Correspondence regarding funds - E. Harris Michener Fund for Elderly Friends , 1953-1955 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Will, accounts, and correspondence regarding funds - Jessie Ellis Peirce , 1956-1957 ; Desc.: 1 folder; Affil.: O/U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Fiduciary Corporation: correspondence regarding funds - Samuel S. Thompson , 1957 ; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Westtown Boarding School: correspondence regarding funds - Anna M. Haines and Henry Ecroyd Haines , 1959 ; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
History of funds for Friends' writings , Ca.1910 ; Desc.: 1 folder; Affil.: O; Repos.: SW; Loc.: RG2/Phy/226.
Return to the Table of Contents
Series 7. Friends Fiduciary Corporation (1920-1975): Financial Records, 1921-1975
| Title/Date(s): | Cash, Principle and Income Ledger, 1921-27 |
| Affiliation: | O |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/On Shelf |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Treasurer's Annual Reports, 1922-36 |
| Affiliation: | O |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 1 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Cash Books, 1939-73 |
| Affiliation: | O/U |
| Size: | 2 boxes |
Includes Provident statements through 1954.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Cash Books, 1939-73; Desc.: 1 box; Affil.: O/U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
Cash Books, 1939-73; Desc.: 1 box; Affil.: O/U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
| Title/Date(s): | Consolidated Fund Valuation, 1941-55 |
| Affiliation: | O/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Individuals to Receive Money from Constituents, 1941-55 |
| Affiliation: | O/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 1 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Title Fee Ledger - Monthly Meetings and Schools, 1943-55 |
| Affiliation: | O/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 1 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Income - Accounts Forwarded, 1955-75 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 4 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Suspense Account, 1956-76 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 4 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Consolidated Fund Income, 1974-75 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize 4 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 8. Friends Fiduciary Corporation (2001- ): Minutes and Annual Reports, 1975-1993
| Title/Date(s): | Minutes, 1975-1993 |
| Affiliation: | U |
| Size: | 4 volumes |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Minutes of the Fiduciary Corporation, 1975-82, 1982-84, 1985-86, and 1987-89.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Annual Reports, 1975-1992 |
| Affiliation: | U |
| Size: | 19 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 9. Friends Fiduciary Corporation (2001- ): Correspondence, 1987-1994
| Title/Date(s): | Letter from Richard Bansen re: book values/audit, 1987 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Miscellaneous Correspondence, 1993-94 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Miscellaneous Correspondence, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Correspondence, 1994; Desc.: 2 folders; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Telephone Communications, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 10. Friends Fiduciary Corporation (2001- ): Committee Records, 1989-1993
| Title/Date(s): | Investment Committee Minutes, 1989-93. |
| Affiliation: | U |
| Size: | 1 volume |
| Repository: | SW |
| Location: | RG2/Phy/204 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 11. Friends Fiduciary Corporation (2001- ): Financial Records, 1951-1995
| Title/Date(s): | Principal Ledgers of Friends Fiduciary Corporation and Trustees of Philadelphia Yearly Meeting, 1927-1976 |
| Affiliation: | H/O/U |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Ledgers received with records stored at Race Street and transferred to Friends Historical Library in 1996.
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Principal, 1951-1990 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Each set of records also contains records from
Trustees of Philadelphia Yearly Meeting and Friends Fiduciary.
Accounts Forwarded, 1951-88Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
Accounts Closed, 1951-90Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
| Name: | Income, 1955-92 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Each set of records also contains records from the
Trustees of Philadelphia Yearly Meeting and Friends Fiduciary.
Accounts Forwarded, 1955-92Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
Accounts Closed, 1955-92Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
| Name: | Pension Fund, 1971-93 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Trustees of Philadelphia
Yearly Meeting and Friends Fiduciary Corporation.
Principal, 1971-91Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
Income, 1972-93Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
| Title/Date(s): | Pennsbury Fund Distribution Account, 1974-82 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Trustees of Philadelphia
Yearly Meeting.
| Title/Date(s): | Invested Income Account, 1975-89 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Consolidated Fund, 1975-92 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Principal, 1975-1990Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
Income, 1975-1992Affil.: U; Repos.: SW; Loc.: RG2/Phy/226/Oversize.
| Title/Date(s): | Realized Capital Gains Earnings and Use in Income Distribution Ledger Sheets, 1975-95 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Records of Cash Books, 1976-88 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Includes investment and principal cash balances for
individual trusts.
| Title/Date(s): | Account Control Records, 1976-90 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Account Information Record, 1977 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/On Shelf |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Unit Number and Cost Controls Ledger Sheets, 1982-96 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Financial Reports, 1985-87 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Tax Returns, 1985-87 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Pension Fund Ledgers, 1987-96 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226/Oversize |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Provident National Bank Statements, 1988 |
| Affiliation: | U |
| Size: | 1 folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Consolidated Fund - 1st-3rd
Quarter, October-December 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Invested Income Account, 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands Pension, 1988; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1989 |
| Affiliation: | U |
| Size: | 1 folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Activity Record, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Invested Income Account, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Philadelphia National Bank, 1989 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Provident National Bank Statements, 1989 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Invested Income Account, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands Pension, 1989; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1990 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Combined Investment Fund, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands Pension, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Philadelphia National Bank, 1990 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Security Transaction Advice
Slips, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Provident National Bank Statements, 1990 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Kendal-Crosslands Pension, 1990; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | 1838 Investment Advisors, 1991 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Quarterly Review, 9/1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 11/1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1991 |
| Affiliation: | U |
| Size: | 1 folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
1838 Investment Advisors, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Combined Investment Fund, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Morgan Grenfell, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: Box 5.
Barclay Pension, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: Box 5.
| Name: | Morgan Grenfell Capital Management, 1991 |
| Affiliation: | U |
| Size: | 1 folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Fixed Income Analysis Reports, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review - 3rd Quarter, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review - 4th Quarter, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Philadelphia National Bank, 1991 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1991; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Check Requests, 1991 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | 1838 Investment Advisors, 1992 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Investment Review, 2/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 3/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 4/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 5/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 6/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 8/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 9/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 10/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 11/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 12/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1992 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
1838 Investment Advisors, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Combined Investment Fund, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Morgan Grenfell, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Morgan Grenfell Capital Management, 1992 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Amortization Schedules, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Fixed Income Analysis Reports, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Month-End Reviews, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, First Quarter, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 6/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 9/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 12/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Philadelphia National Bank, 1992 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: Box 7.
| Title/Date(s): | Bills, 1992 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226/Box 7 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Cancelled Checks, 1992 |
| Affiliation: | U |
| Size: | 2 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Check Requests, 1992 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Miscellaneous Financial Papers, 1992-93 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | 1838 Investment Advisors, 1993 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Quarterly Review, 3/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 8/1992; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 9/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 12/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1993 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
1838 Investment Advisors, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Combined Investment Fund, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Williamson EST, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Morgan Grenfell, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends House Employee Pension
Plan, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Morgan Grenfell Capital Management, 1993 |
| Affiliation: | U |
| Size: | 1 folder |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Portfolio Review, 3/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 6/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 9/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 12/1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | Philadelphia National Bank, 1993 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1993; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Bank Transactions, 1993 |
| Affiliation: | U |
| Size: | 2 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Bills, 1993 |
| Affiliation: | U |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Cancelled Checks, 1993 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Check Requests, 1993 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Deposit Slips, 1993 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Voided Checks, 1993 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Fund Transfers, 1993-1994 |
| Affiliation: | U |
| Size: | 2 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | 1838 Investment Advisors, 1994 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Amortization Reports, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Bond Reports, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Performance Reports, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 1/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 2/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 3/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 4/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 5/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 6/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 7/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 8/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 9/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 10/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Investment Review, 11/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Quarterly Review, 12/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Bank, 1994 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Checking Account, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Name: | CoreStates Trust and Investment Group, 1994 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
1838 Investment Advisors, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Combined Investment Fund, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Consolidated Fund, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Miscellaneous Accounts, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Williamson EST, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Morgan Grenfell, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Barclay Pension, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Cadbury Pension, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Friends Pension, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Kendal-Crosslands, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | First Fidelity Bank N.A. - Pendle Hill, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Name: | Morgan Grenfell Capital Management, 1994 |
| Affiliation: | U |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Amortization Reports, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Fixed Income Analysis Reports, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Month-End Reviews, 1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 3/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 6/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 9/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
Portfolio Review, 12/1994; Desc.: 1 folder; Affil.: U; Repos.: SW; Loc.: RG2/Phy/226.
| Title/Date(s): | Checking Account Statements and Deposit Slips, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Cancelled Checks, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Check Requests, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Fund Transfers, 1994 |
| Affiliation: | U |
| Size: | 2 folders |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Miscellaneous Financial Papers, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Tyson Transfer, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Voided Checks, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
| Title/Date(s): | Worksheets for 1994 Annual Report, 1994 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents
Series 12. Friends Fiduciary Corporation (2001- ): Grants Made Prior to 1990, 1930-1989,
| Title/Date(s): | Philadelphia Quarterly Meeting Education Fund, 1930-89 |
| Affiliation: | O/U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Friends Fiduciary.
| Title/Date(s): | Adelphi/Aimwell Fund, 1946-85 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Friends Fiduciary.
| Title/Date(s): | Martha Schoefield Fund, 1952-89 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Trustees of Philadelphia
Yearly Meeting
| Title/Date(s): | DeCou Trust, 1960-86 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Also contains records from Trustees of Philadelphia
Yearly Meeting.
| Title/Date(s): | Mary Pusey Fund, 1978-87 |
| Affiliation: | U |
| Size: | 1 folder |
| Repository: | SW |
| Location: | RG2/Phy/226 |
Available on microfilm in the following
location(s):
| SW: | No film. |
| HV: | No film. |
Return to the Table of Contents