2024-08-13T21:38:54-05:00 2023-12-31 230382195 BALLARD SPAHR LLP 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 990PF 2023-01-01 236267223 WIDENER MEMORIAL FOUNDATION IN AID OF HANDICAPPED CHILDREN WIDE 6108258900 4060 BUTLER PIKE SUITE 225 PLYMOUTH MEETING PA 19462 EDITH D MILLER PRESIDENT 2158258900 2024-07-25 1 0 CARLA M VULPIO P00638829 2158648342 2023 2024-08-08 14:25:15Z X 8866764 X 809445 223899 223899 8081 347726 8081 1041425 231980 0 0 0 8746 1749 6997 14774 14716 58 4331 4331 0 27851 20796 7055 838238 838238 866089 20796 845293 175336 211184 95594 57298 57298 868150 1083586 1083586 5390494 5386327 7725880 6354238 6527211 8866764 0 0 X 0 0 0 0 6354238 6527211 6354238 6527211 6354238 6527211 6354238 175336 0 6529574 2363 6527211 PUBLICLY TRADED SECURTIES 11446 14158 -2712 -2712 PUBLICLY TRADED SECURTIES 331672 325487 6185 6185 CAPITAL GAINS DIVIDENDS P 4608 4608 4608 8081 2935 0 2935 0 2935 2320 0 3575 0 5895 0 2960 2960 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JOHN HAGERTY 6108258900 4060 BUTLER PIKE PLYMOUTH MEETING PA 19462 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDITH R DIXON 4060 BUTLER PIKE SUITE 225 PLYMOUTH MEETING PA 19462 TRUSTEE & TREASURER 0.05 0 0 0 HEIKE K SULLIVAN 1735 MARKET STREET 51ST FL PHILADELPHIA PA 19103 TRUSTEE 0.05 0 0 0 BRUCE L CASTOR 1735 MARKET STREET 51ST FL PHILADELPHIA PA 19103 TRUSTEE 0.05 0 0 0 MARK S DEPILLIS 1735 MARKET STREET 51ST FL PHILADELPHIA PA 19103 TRUSTEE & SECRETARY 0.05 0 0 0 EDITH D MILLER 11279 OLD HARBOUR ROAD NORTH PALM BEACH FL 33408 TRUSTEE & PRESIDENT 0.10 0 0 0 GEORGE W DIXON 1212 SPYGLASS LANE NAPLES FL 34102 TRUSTEE & VICE PRESIDENT 0.05 0 0 0 ROBERT T MACK 118 S 21ST STREET 1120 PHILADELPHIA PA 19103 TRUSTEE 0.05 0 0 0 JOHN KELEHER 4331 TROPHY DRIVE BOOTHWYN PA 19061 TRUSTEE 0.05 0 0 0 LINDA GROBMAN 1420 LOCUST STREET PHILADELPHIA PA 19102 TRUSTEE 0.05 0 0 0 NONE 0 NONE 0 0 6436760 917748 0 7354508 0 0 7354508 110318 7244190 362210 362210 2935 2935 359275 0 359275 0 359275 845293 0 845293 359275 310264 0 0 845293 310264 0 0 359275 175754 0 0 175754 0 0 0 0 0 175754 0 0 EDITH D MILLER 4060 BUTLER PIKE SUITE 225 PLYMOUTH MEETING PA 19462 2158258900 LETTER DESCRIBING THE PURPOSE FOR WHICH GRANT WOULD BE USED, PERSONS (OTHER THAN ORTHOPEDICALLY HANDICAPPED CHILDREN) WHO WOULD BENEFIT FROM ACTIVITY FOR WHICH GRANT IS REQUESTED. STATEMENTS SHOWING THAT ORGANIZATION IS EXEMPT UNDER SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE AND ALSO NOT CLASSIFIED AS A PRIVATE FOUNDATION. TRUSTEES NORMALLY MEET IN MAY AND NOVEMBER. RESTRICTIONS: GRANTS ARE FOR THOSE SEC. 501 (C)(3) ORGANIZATIONS LOCATED IN THE DELAWARE VALLEY AREA WHICH WILL USE THE FUNDS TO BENEFIT ORTHOPEDICALLY HANDICAPPED CHILDREN. 1812 PRODUCTIONS 2329 SOUTH THIRD STREET PHILADELPHIA PA 19148 NONE PUBLIC CHARITY ACTOR/EDUCATOR SALARIES FOR OUTREACH PROGRAM AT WIDENER MEMORIAL SCHOOL 3000 ACTING WITHOUT BOUNDARIES 750 E HAVERFORD RD BRYN MAWR PA 19010 NONE PUBLIC CHARITY PRODUCTION COSTS FOR PERFORMANCE FEATURING DISABLED CHILDREN/YOUNG ADULTS 40000 ANGEL FLIGHT EAST 1501 NARCISSA ROAD BLUE BELL PA 19422 NONE PUBLIC CHARITY FUNDING TO FLY CHILDREN WITH COMPLEX MEDICAL ISSUES TO DOCTORS THAT CAN TREAT THEM FOR THEIR SPECIFIC NEEDS AT NO COST TO THE FAMILIES 25000 LASALLE UNIVERSITY 1900 WEST OLNEY AVE PHILADELPHIA PA 19141 NONE PUBLIC CHARITY LADDER FAMILY CENTER PROVIDES A VARIETY OF DIRECT, VIRTUAL SERVICES AND ENRICHMENT PROGRAMS FOR CHILDREN AND FAMILIES OF THE WIDENER MEMORIAL SCHOOL. 65000 LAUGHING AT MY NIGHTMARE 2732 LAFAYETTE AVE BETHLEHEM PA 18017 NONE PUBLIC CHARITY FUNDING FOR SCHOLARSHIPS TO IN-STATE PUBLIC COLLEGE OR UNIVERSITY TO STUDENTS WHO HAVE CONFIRMED DISABILITY OF MUSCULAR DYSTROPHY TAKING PREDEDENCE OVER OTHER DISABILITIES. 5000 LEGAL CLINIC FOR THE DISABLED 1513 RACE STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITY PROVIDE LEGAL SERVICES TO LOW INCOME FAMILIES WITH CHILDREN WITH DISABILITIES AND HELP THEM ACHIEVE HEALTH, INDEPENDENCE AND QUALITY OF LIFE. 25000 MAGEE REHABILITATION HOSPITAL FOUNDATION 1513 RACE STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITY FOR SPINAL CORD INJURY PATIENTS TO ENGAGE IN SOCIAL SUPPORT AND RECREATIONAL EVENTS. 7500 MAKE-A-WISH FOUNDATION 5 VALLEY SQUARE SUITE 210 BLUE BELL PA 19422 NONE PUBLIC CHARITY PROVIDE A POWERFUL EXPERIENCE FOR CHILDREN WITH CRITICAL ILLNESSES TO BUILD THE PHYSICAL AND EMOTIONAL STRENGTH THEY NEED TO FIGHT THEIR ILLNESS. 20000 MUSCULAR DYSTROPHY ASSOCIATION 600 REED ROAD 5 BROOMALL PA 19081 NONE PUBLIC CHARITY FUNDING TO PROVIDE FOOD, LODGING AND CAMPSITE ACTIVITIES FOR CHILDREN TO ATTEND THE VARIETY CAMP IN WORCESTER, PA. 25000 MUSIC WORKS 2050 WEST CHESTER PIKE HAVERTOWN PA 19083 NONE PUBLIC CHARITY PURCHASE MUSICAL EQUIPMENT AND ADDITIONAL LAPTOPS FOR STAFF TO PROVIDE PORTABILITY FOR MUSIC THERAPISTS SERVING CHILDREN WITH ORTHOPEDIC CHALLENGES. 12616 MUSICOPIA 1700 MARKET ST SUITE 1005 PHILADELPHIA PA 19103 NONE PUBLIC CHARITY MUSIC & DANCE PROGRAMS AT THE WIDENER MEMORIAL SCHOOL, CROTHERS MEMORIAL SCHOOL AND DAVIDSON SCHOOL. 30000 NORTH PENN YMCA 2506 N BROAD STREET SUITE 208 COLMAR PA 18915 NONE PUBLIC CHARITY FUNDING FOR SPORTS WHEELCHAIRS AND AN ELEVATOR TO MEZZANINE. ALSO TO EXPAND PROGRAMS FOR CHILDREN WITH DISABILITIES AND SPECIAL OLYMPIC ATHLETES. 10000 PEGASUS RIDING ACADEMY INC 8297 BUSTLETON AVE PHILADELPHIA PA 19152 NONE PUBLIC CHARITY PROVIDE THERAPEUTIC RIDING LESSONS FOR 6 STUDENTS FROM WIDENER MEMORIAL SCHOOL. ALSO FUNDING FOR EQUINE EXPENSES FOR THERAPY HORSES. 44840 PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS 321 SOUTH 4TH STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITY REDESIGN, DEVELOP AND ADJUST PROGRAM FOR CLASSES FOR PHYSICALLY CHALLENGED CHILDREN CONDUCTED FOR WIDENER MEMORIAL SCHOOL AND HMS 16142 ROXBOROUGH YMCA 7201 RIDGE AVE PHILADELPHIA PA 19128 NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE FOR CHILDREN WITH PHYSICAL DISABILITIES TO ATTEND DRAGONFLY DAY CAMP. 40000 SCHOOL DISTRICT OF PHILADELPHIA 21ST ST THE PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL SUPPORT OF THE WIDENER MEMORIAL SCHOOL 100000 SCHOOL DISTRICT OF PHILADELPHIA 21ST ST THE PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY FUNDING FOR WIDENER MEMORIAL SCHOOL'S SUMMER PROGRAM 190000 SETTLEMENT MUSIC SCHOOL P O BOX 63966 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY CREATIVE ARTS THERAPY SERVICES FOR THE CHILDREN OF THE WIDENER MEMORIAL SCHOOL. 50000 SPECIAL EQUESTRIANS 2800 STREET ROAD WARRINGTON PA 18976 NONE PUBLIC CHARITY FUNDING FOR ADDITIONAL STAFF TO REDUCE WAIT LIST OF CHILDREN WITH CEREBRAL PALSY AND OTHER DISABILITIES TO ACCESS THERAPY FOR DEVELOPMENT OF FLEXIBILITY, BALANCE AND MUSCULAR STRENGTH. 15000 SPRING BROOK FARM 360 LOCUST GROVE ROAD WEST CHESTER PA 19382 NONE PUBLIC CHARITY INCREASE PROGRAM PLACEMENTS TO ENRICH DEVELOPMENTAL SKILLS OF DISABLED CHILDREN THROUGH ANIMAL ASSISTED ACTIVITIES. 10000 ST EDMOND'S HOME FOR CHILDREN 320 SOUTH ROBERTS ROAD ROSEMONT PA 19010 NONE PUBLIC CHARITY PURCHASE OF FLEXIBLE MESH SLINGS TO SAFELY TRANSPORT RESIDENT WHO ARE NON-AMBULATORY OR ORTHOPEDICALLY HANDICAPPED 8900 VARIETY - THE CHILDREN'S CHARITY 2950 POTSHOP RD WORCESTER PA 19490 NONE PUBLIC CHARITY FUNDING TO PROVIDE RECREATIONAL, EDUCATIONAL AND VOCATIONAL TRAINING TO YOUTH AND YOUNG ADULTS WITH ORTHOPEDIC AND OTHER DIABILITIES 95240 838238 0 14 223899 18 8081 0 231980 0 231980 0 0 0 0 0 0 0 0 0 0 X X 1 WIDENER MEMORIAL SCHOOL ENDOWMENT PNC ADVISORS 1600 MARKET STREET PHILADELPHIA PA 19103 809445 X UNDER SEC. 4942(H)(2) OF THE INTERNAL REVENUE CODE OF 1986, THE FOUNDATION HEREBY ELECTS TO TREAT $175,754. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2023 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A). ABBOTT LABORATORIES INC. 11032 9906 ABBVIE INC. 7949 13327 ACCENTURE PLC CL. A 4652 8422 AIRBNB INC. 4128 3676 AIR PRODUCTS & CHEMICALS INC 3793 4107 ALIGN TECHNOLOGY INC. 2316 3014 ALPHABET INC. CL. A 13374 31989 AMAZON INC. 31343 49684 AMERICAN WATER WORKS CO. INC. 4217 3168 APPLE INC. 15260 53331 ATLASSIAN CORP. PLC CL. A 7992 10466 AUTOZONE INC. 4185 7757 BANK OF AMERICA 8411 9832 BLACKROCK INC. 7517 8930 BLACKSTONE INC. 8710 7855 BLOCK INC. 16433 10984 BROADCOM INC. 4499 17860 CDW CORP. 3988 7047 CHEVRON CORP. 7149 6861 CINTAS CORP. 4957 10848 CLOUDFLARE INC. CL. A 5353 4996 COMCAST CORP. CL. A 6705 6051 COSTAR GROUP INC. 3352 5506 COSTCO WHOLESALE CORP. 3987 9901 DATADOG INC. CL. A 7587 9832 DEERE & CO. 5132 6398 DEXCOM INC. 15281 17497 DOORDASH INC. 7098 5637 EDWARDS LIFESCIENCES CORP. 4262 5643 EXXON MOBIL CORP. 6329 12098 FLOOR & DECOR HOLDINGS INC. 1401 4797 FOX CORP. CL. A 6192 4688 HOME DEPOT INC. 9758 12476 INTERPUBLIC GROUP COMPANIES INC. 4128 4863 JPMORGAN CHASE & CO. 5074 13268 LAM RESEARCH CORP. 8730 18015 LILLY ELI & CO. 4491 19236 MASTERCARD INC. CL. A 10136 13222 MATCH GROUP INC. 7404 3577 MCDONALD'S CORP. 6863 7413 MERCK & CO. INC. 11066 14827 META PLATFORMS INC. 22720 32919 MICROSOFT CORP. 36280 80096 MORGAN STANLEY 4619 6714 MOTOROLA SOLUTIONS INC. 3831 5949 NETFLIX INC. 5001 7303 NVIDIA CORP. 7039 14361 PHILIP MORRIS INTERNATIONAL 9457 8844 PROCTER & GAMBLE CO. 6321 7913 QUANTA SVCS INC. 2552 7553 S&P GLOBAL INC. 2109 8370 SCHLUMBERGER LTD. 3872 6557 SEA LTD. ADR 6050 2876 SERVICE NOW INC. 8991 25434 SHOPIFY INC. CL. A 6087 8725 SNOWFLAKE INC. 12217 11940 STRYKER CORP. 6891 8085 TAIWAN SEMICONDUCTOR MTG CO. 6700 6448 TELEDYNE TECHNOLOGIES INC. 3591 4017 10X GENOMICS INC. CL. A 6712 3917 UBER TECHNOLOGIES INC. 5822 7635 UNITEDHEALTH GROUP INC. 10380 16847 VISA INC. CLASS A 13836 23952 WEC ENERGY GROUP INC. 2587 3283 ZOETIS INC. 6797 6711 BLACKROCK CORE BOND PORTFOLIO FUND - PNC 289630 294555 BLACKROCK EVENT DRIVEN EQ-IS 319000 332149 BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181227 241465 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 330903 321956 DODGE & COX INCOME FUND - PNC 348000 320500 DODGE & COX INTERNATIONAL STOCK FUND 190000 201670 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 313000 303302 GLOBAL X AUTONOMOUS & ELEC ETF 38733 36240 GLOBAL X CLOUD COMPUTING ETF 22007 28892 GLOBAL X CYBERSECURITY ETF 21940 21865 GLOBAL X FINTECH ETF 48396 47483 GLOBAL X INTERNET OF THINGS ETF 26445 48339 GLOBAL X LITHIUM & BATTERY TECH ETF 12954 25419 GLOBAL X ROBOTICS & ARTIFI ETF 36384 51528 GLOBAL X SOCIAL MEDIA INDEX ETF 29002 36535 GLOBAL X VIDEO GAMES & ESPO ETF 22049 21380 INVESCO QQQ TRUST WTF 231904 398872 ISHARES CORE S&P SMALL CAP ETF 148523 615834 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF - PNC 310929 363407 ISHARES MSCI EAFE ETF 338265 502886 ISHARES MSCI EMERGING MARKETS ETF 176525 195289 ISHARES US REAL ESTATE ETF 170910 311800 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND 286244 298801 PZENA EMERGING MARKETS VALUE ETF 171000 208241 SPDR MIDCAP TRUST SERIES 1 ETF 221879 871679 VANGUARD VALUE ETF 296247 488118 WCM FOCUSED INTL GROWTH-INS 200000 237557 TJX COMPANIES 6899 7974 BUNGE GLOBAL SA 3860 4947 PEPSICO IN 9779 9511 NU HOLDINGS LTD/CAYMAN IS 5796 6239 BOSTON SCIENTIFIC 7792 8325 ULTRAGENYX PHARMACEUTICAL 3287 3826 CSX CORP 8992 9361 HONEYWELL INTL 9174 10276 ILLINOIS TOOL WORKS 7479 8120 CADENCE DESIGN SYSTEMS 6223 8171 ENTEGRIS INC 5040 7309 OKTA INC 5268 5703 CELANESE CORP 4958 6992 CHUBB 6988 7910 BALLARD SPAHR LEGAL FEES 8746 1749 6997 BOOK VALUE AND INCOME TIMING ADJUSTMENTS 590 RETURN OF CAPITAL 1773 PNC INVESTMENT FEES 14716 14716 0 PNC CHECKING ACCOUNT SERVICE CHARGES 58 0 58 FOREIGN TAX 4331 4331 0