2023-09-27T22:24:57-05:00 2022-12-31 230382195 BALLARD SPAHR LLP 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 990PF 2022-01-01 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 2023-08-19 1 EDITH MILLER 999009999 0 ARTHUR AU P00751564 2158648342 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 7765620 X 737670 183015 183015 2200 1176918 2200 922885 185215 0 0 0 14497 2899 11598 14544 14508 36 17429 2684 0 46470 20091 11634 740190 740190 786660 20091 751824 136225 165124 30565 95594 95594 204331 868150 868150 5983624 5390494 6801876 6218520 6354238 7765620 0 0 X 0 0 0 0 6218520 6354238 6218520 6354238 6218520 6354238 6218520 136225 847 6355592 1354 6354238 PUBLICLY TRADED SECURITIES 606844 626718 -19874 -19874 PUBLICLY TRADED SECURITIES 550716 548000 2716 2716 CAPITAL GAINS DIVIDENDS P 19358 19358 19358 2200 2295 0 2295 0 2295 10240 0 0 0 10240 0 7945 2320 5625 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 7460346 557386 0 8017732 0 0 8017732 120266 7897466 394873 394873 2295 2295 392578 0 392578 0 392578 751824 0 751824 392578 6783 0 0 751824 6783 0 662727 82314 0 0 0 662727 0 0 0 0 310264 662727 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 FRANKIE'S WORLD FOUNDATION 1011 POPLAR ST PHILADELPHIA PA 19123 NONE PUBLIC CHARITY NEW FURNITURE AND SUPPLIES FOR CLASS ROOMS 8310 HAMMERHEAD SLED HOCKEY ASSOCIATION 10990 DECATUR ROAD PHILADELPHIA PA 19154 NONE PUBLIC CHARITY COSTS OF ICE TIME AND EQUIPMENT TO PROVIDE PHYSICALLY DISABLED YOUTH TO THE COMPETITIVE SPORT OF SLED HOCKEY 15000 INTEGRATE FOR GOOD 1117 BRIDGE ST 247 CREAMERY PA 19430 NONE PUBLIC CHARITY GENERAL SUPPORT TO HELP CHILDREN WITH DISABILITIES TO ENCOURAGE VOLUNTEERISM, COMMUNITY LEADERSHIP AND MEANINGFUL EMPLOYMENT. 10000 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 GENERAL SUPPORT TO PROVIDE ADAPTIVE EQUIPMENT AND ASSISTIVE TECHNOLOGY TO ELEMENTARY SCHOOL CHILDREN AND EDUCATE CHILDREN TO BE INCLUSIVE OF CHILDREN THAT ARE DISABLED 5000 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 AT LONGWOOD GARDENS, THE ZOO AND PHILLIES GAME. 7500 MUSIC WORKS 2050 WEST CHESTER PIKE HAVERTOWN PA 19083 NONE PUBLIC CHARITY PURCHASE MUSICAL EQUIPMENT AND ADDITIONAL LAPTOPS FOR STAFF FOR PROVIDING PROGRAMS THAT BENEFIT CHILDREN WITH ORTHOPEDIC CHALLENGES. 8000 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. 25000 PA CENTER FOR ADAPTIVE SPORTS 4 BOATHOUSE ROW PHILADELPHIA PA 19130 NONE PUBLIC CHARITY PURCHASE RACING WHEELCHAIRS AND SUPPORT FOR TRANSPORTATION COSTS TO ATTEND COMPETITIONS. 6000 PEGASUS RIDING ACADEMY INC 8297 BUSTLETON AVE PHILADELPHIA PA 19152 NONE PUBLIC CHARITY PROVIDE THERAPEUTIC RIDING LESSONS FOR 6 STUDENTS FROM WIDENER MEMORIAL SCHOOL. 24840 PICKLEBERRY PIE CONCERTS FOR KIDS 7426 BARCLAY RD CHELTENHAM PA 19012 NONE PUBLIC CHARITY GENERAL SUPPORT FOR PROVIDING CONCERTS TO ORTHOPEDICALLY CHALLENGED CHILDREN. 7000 QUEST THERAPEUTIC SERVICES INC 461 CANN RD WEST CHESTER PA 19382 NONE PUBLIC CHARITY SCHOLARSHIP FOR SPECIAL NEEDS CHILDREN EQUINE-ASSISTED THERAPY 20000 ROXBOROUGH YMCA 7201 RIDGE AVE PHILADELPHIA PA 19128 NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE FOR CHILDREN WITH PHYSICAL DISABILITIES TO ATTEND DRAGONFLY DAY CAMP. 35000 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 SUPPORT FOR VIRTUAL LEARNING PLATFORM FOR 2022 SUMMER PROGRAM FOR STUDENTS WITH ACADEMICS AND EXPRESSIVE ARTS; PROFESSIONAL DEVELOPMENT COURSES FOR STAFF. 150000 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 EXPAND HIPPOTHERAPY PROGRAM TO ADDITIONAL ORTHOPEDICALLY CHALLENGED RIDERS TO IMPROVE FLEXIBILITY, POSTURE, BALANCE. CORE STRENGTH AND MOBILITY. 15000 VARIETY - THE CHILDREN'S CHARITY 2950 POTSHOP RD WORCESTER PA 19490 NONE PUBLIC CHARITY FUND AFTER-SCHOOL PROGRAM FOR WIDENER MEMORIAL SCHOOL CHILDREN EMPHASIZING COOKING, NUTRITIONAL ACTIVITIES AND STEAM ACTIVITIES WHICH ENCOURAGE CRITICAL THINKING 95240 YMCA OF BUCKS AND HUNTERDON COUNTIES 2500 LOWER STATE RD DOYLESTOWN PA 18901 NONE PUBLIC CHARITY PURCHASE ADDITIONAL WHEELCHAIRS FOR WE ALL WHEEL YOUTH BASKETBALL LEAGUE MATCHES. 25300 740190 0 14 183015 18 2200 0 185215 0 185215 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 737670 X UNDER SEC. 4942(H)(2) OF THE INTERNAL REVENUE CODE OF 1986, THE FOUNDATION HEREBY ELECTS TO TREAT $662,727. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2022 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A). ABBOTT LABORATORIES INC. 11032 9881 ABBVIE INC. 7949 13898 ACCENTURE PLC CL. A 4652 6404 AIRBNB INC. 4128 2309 AIR PRODUCTS & CHEMICALS INC 3793 4624 ALIGN TECHNOLOGY INC. 4450 4218 ALPHABET INC. CL. A 12178 19411 AMAZON INC. 27960 25788 AMERICAN WATER WORKS CO. INC. 4217 3658 APPLE INC. 15260 35991 ATLASSIAN CORP. PLC CL. A 7992 5662 AUTOZONE INC. 4185 7399 AVERY DENNISON CORP. 5640 5249 BANK OF AMERICA 9135 10598 BLACKROCK INC. 7517 7795 BLACKSTONE INC. 8837 4451 BLOCK INC. 16433 8923 BROADCOM INC. 5861 11742 BUNGE LIMITED 5252 6685 CAPRI HLDGS LTD. 6207 5904 CDW CORP. 7465 10893 CHARTER COMMUNICATIONS INC. CL. A 4302 2374 CHEVRON CORP. 7149 8257 CINTAS CORP. 4957 8129 CLOUDFLARE INC. CL. A 10200 4476 COCA COLA CO. 10631 10686 COMCAST CORP. CL. A 6705 4826 COSTAR GROUP INC. 5405 9196 COSTCO WHOLESALE CORP. 3987 6848 CVS HEALTH CORP. 6984 6337 DATADOG INC. CL. A 5316 4337 DEERE & CO. 5132 6860 DEXCOM INC. 13253 14042 DOORDASH INC. 9402 3417 EDWARDS LIFESCIENCES CORP. 1792 2835 EXXON MOBIL CORP. 7898 16655 FLOOR & DECOR HOLDINGS INC. 1996 4108 FORTINET INC. 3642 5133 FOX CORP. CL. A 6192 4798 GOLDMAN SACHS GROUP INC. 4378 4121 HOME DEPOT INC. 9758 11371 INTERPUBLIC GROUP COMPANIES INC. 4128 4963 INTUIT SOFTWARE INC. 4731 7006 JPMORGAN CHASE & CO. 6886 14483 LAM RESEARCH CORP. 9214 10088 LILLY ELI & CO. 5028 14268 LOCKHEED MARTIN CORP. 7438 8270 MASTERCARD INC. CL. A 10136 10780 MATCH GROUP INC. 7404 4066 MCDONALD'S CORP. 6863 6588 MERCK & CO. INC. 11066 15089 META PLATFORMS INC. 6601 3731 MICROSOFT CORP. 19391 40050 MORGAN STANLEY 7011 9947 MOTOROLA SOLUTIONS INC. 5485 7474 NETFLIX INC. 9681 8257 NVIDIA CORP. 4037 3361 PHILIP MORRIS INTERNATIONAL 9457 9514 PROCTER & GAMBLE CO. 6321 8184 QUANTA SVCS INC. 3335 7125 S&P GLOBAL INC. 2652 8039 SAREPTA THERAPEUTICS INC. 2388 4276 SCHLUMBERGER LTD. 3872 6736 SEA LTD. ADR 5126 3122 SERVICE NOW INC. 4440 13201 SHOPIFY INC. CL. A 15189 6248 SNOWFLAKE INC. 7672 4450 STRYKER CORP. 6891 6601 TAIWAN SEMICONDUCTOR MTG CO. 5217 3501 TELEDYNE TECHNOLOGIES INC. 3591 3599 10X GENOMICS INC. CL. A 5704 1822 TRUIST FINANCIAL CORP. 2842 3873 UBER TECHNOLOGIES INC. 10654 5737 UNION PACIFIC CORP. 8418 8283 UNITEDHEALTH GROUP INC. 10380 16966 VISA INC. CLASS A 14946 25347 WARNER MUSIC GROUP CORP. 5028 5743 WASTE MANAGEMENT INC. 6511 5961 WEC ENERGY GROUP INC. 2587 3657 ZOETIS INC. 11018 7621 BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205128 205196 BLACKROCK EVENT DRIVEN EQ-IS 319000 321509 BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181824 227746 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 240903 223908 DODGE & COX INCOME FUND - PNC 348000 309580 DODGE & COX INTERNATIONAL STOCK FUND 190000 176851 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 313000 289378 GLOBAL X AUTONOMOUS & ELEC ETF 38733 29189 GLOBAL X CLOUD COMPUTING ETF 22007 20438 GLOBAL X CYBERSECURITY ETF 21940 15480 GLOBAL X FINTECH ETF 48440 35747 GLOBAL X INTERNET OF THINGS ETF 26445 39578 GLOBAL X LITHIUM & BATTERY TECH ETF 12954 29246 GLOBAL X ROBOTICS & ARTIFI ETF 36396 37154 GLOBAL X SOCIAL MEDIA INDEX ETF 29066 28055 GLOBAL X VIDEO GAMES & ESPO ETF 22049 19875 INVESCO QQQ TRUST WTF 231904 259357 ISHARES CORE S&P SMALL CAP ETF 148523 538407 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF - PNC 310929 346232 ISHARES MSCI EAFE ETF 338265 438081 ISHARES MSCI EMERGING MARKETS ETF 176525 180309 ISHARES US REAL ESTATE ETF 170910 287172 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND 286244 277682 PZENA EMERGING MARKETS VALUE ETF 171000 182787 SPDR MIDCAP TRUST SERIES 1 ETF 221879 760713 VANGUARD VALUE ETF 296247 458308 WCM FOCUSED INTL GROWTH-INS 200000 205200 WESTERN ASSET TOTAL RETURN UNCONSTRAINED - PNC 193622 170382 BALLARD SPAHR LEGAL FEES 14497 2899 11598 RETURN OF CAPITAL DISTRIBUTIONS 1354 BOOK VALUE AND INCOME TIMING ADJUSTMENTS 847 PNC INVESTMENT FEES 14508 14508 0 PNC CHECKING ACCOUNT SERVICE CHARGES 36 0 36 FOREIGN TAX 2684 2684 0 BALANCE DUE PRIOR YEAR EXCISE TAX WITH EXTENSION 14745 0 0 CURRENT YEAR ESTIMATED EXCISE TAX 0 0 0