2022-11-14T13:55:48-06:00 2021-12-31 230382195 BALLARD SPAHR LLP 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 990PF 2021-01-01 236267223 WIDENER MEMORIAL FOUNDATION IN AID OF HANDICAPPED CHILDREN WIDE 6108258900 4060 BUTLER PIKE SUITE 225 PLYMOUTH MEETING PA 19462 EDITH R DIXON PRESIDENT 2158258900 2022-11-10 1 EDITH DIXON 999009999 ARTHUR AU P00751564 2158648342 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 9173279 X 662727 172147 172147 584605 1370464 584605 1419479 756752 0 0 0 6347 1269 5078 17445 17409 36 11043 1843 0 34835 20521 5114 1452296 1452296 1487131 20521 1457410 -67652 736231 88586 30565 30565 564221 204331 204331 5665777 5983624 8938383 6318584 6218520 9173279 0 0 X 0 0 0 0 6318584 6218520 6318584 6218520 6318584 6218520 6318584 -67652 0 6250932 32412 6218520 PUBLICLY TRADED SECURITIES 290662 271344 19318 19318 PUBLICLY TRADED SECURITIES 1035412 514515 520897 520897 CAPITAL GAINS DIVIDENDS P 44390 44390 44390 584605 10234 0 10234 0 10234 5729 0 14745 0 20474 0 10240 10240 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 8735907 472020 0 9207927 0 0 9207927 138119 9069808 453490 453490 10234 10234 443256 0 443256 0 443256 1457410 0 1457410 443256 378088 0 0 1457410 378088 0 642849 436473 0 0 0 642849 0 0 0 0 6783 642849 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 421 NORTH 7TH STREET PHILADELPHIA PA 19123 NONE PUBLIC CHARITY ACTOR/EDUCATOR SALARIES FOR OUTREACH PROGRAM AT WIDENER MEMORIAL SCHOOL 3000 ACTING WITHOUT BOUNDARIES 750 E HAVERFORD ROAD BRYN MAWR PA 19010 NONE PUBLIC CHARITY PRODUCTION COSTS FOR PERFORMANCE FEATURING DISABLED CHILDREN/YOUNG ADULTS 38000 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 EASTER SEALS OF SOUTHEASTERN PA 3975 CONSHOHOCKEN AVE PHILADELPHIA PA 19131 NONE PUBLIC CHARITY PARTIAL COST TO PURCHASE TWO HANDICAPPED ACCESSIBLE FORD TRANSIT VANS 86700 FAIRMOUNT PARK CONSERVANCY 4700 STATES DRIVE PHILADELPHIA PA 19131 NONE PUBLIC CHARITY PARTIAL FUNDING FOR ADA COMPLIANT PLAYGROUND EQUIPMENT AT PATTISON PLAYGROUND AT FDR PARK 50000 HAMMERHEADS 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 LASALLE UNIVERSITY 1900 WEST OLNEY AVENUE PHILADELPHIA PA 19141 NONE PUBLIC CHARITY SUPPORT LADDER PROGRAM FOR STUDENTS TRANSITIONING TO ADULT LIFE AFTER HIGH SCHOOL - FUNDS TO PROVIDE EDUCATIONAL MATERIALS, ADAPTIVE EQUIPMENT, FIELD TRIPS AND OTHER SUPPLIES 65000 LEGAL CLINIC FOR THE DISABLED 1513 RACE STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITY SUPPORT NEEDS FOR LEGAL SERVICES DUE TO EXPIRING MORATORIUMS ON EVICTIONS AND UTILITY BILLS 25000 MAGEE REHABILITATION HOSPITAL FOUNDATION 1513 RACE STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITY FUND SUPPORT GROUP FOR YOUNG PEOPLE WITH SPINAL CORD INJURIES TO ENABLE OUTINGS SUCH AS FISHING TRIPS AND OTHER SOCIAL EVENTS 7500 MAKE-A-WISH FOUNDATION 5 VALLEY SQUARE SUITE 210 BLUE BELL PA 19422 NONE PUBLIC CHARITY FULFILL COVID APPROPRIATE WISHES FOR CHILDREN WITH MUSCULAR DISORDERS, HEART DISEASE, CANCER AND OTHER DEBILITATING DISEASES AND CONDITIONS 60000 MUSIC WORKS 2050 WEST CHESTER PIKE HAVERTOWN PA 19083 NONE PUBLIC CHARITY PURCHASE MUSICAL INSTRUMENT BAGS TO PREVENT CROSS CONTAMINATION AND TWO LAPTOPS FOR MUSICAL INSTRUCTIONS PROVIDED BY MUSICAL THERAPISTS FOR CHILDREN WITH VARIOUS DISABILITIES 12005 MUSICOPIA 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 NONE PUBLIC CHARITY MUSIC & ART CLASSES FOR CHILDREN WITH ORTHOPEDIC AND OTHER DISABILITIES TO HELP THEM DEVELOPE LIFE SKILLS SUCH AS TEAMWORK, CONFIDENCE AND RESPONSBILITY 25000 NEMOURS FUND FOR CHILDREN'S HEALTH 1600 ROCKLAND ROAD WILMINGTON DE 19803 NONE PUBLIC CHARITY FUNDING FOR A PRE-OPERATIVE DIGITAL VIDEO BASED EDUCATIONAL CURRICULUM TO PREPARE CHILDREN AND THEIR PARENTS FOR MULTI-LEVEL SURGERY TO CORRECT CEREBRAL PALSY 79500 NORTH PENN YMCA 2506 N BROAD STREET SUITE 208 COLMAR PA 18915 NONE PUBLIC CHARITY AQUATIC SAFETY COMMUNICATION SYSTEM TO HELP KEEP DISABLED CHILDREN SAFE WHILE IN THE POOL 30000 PA CENTER FOR ADAPTIVE SPORTS 4 BOATHOUSE ROW PHILADELPHIA PA 19130 NONE PUBLIC CHARITY PURCHASE RACING WHEELCHAIRS, OTHER ADAPTIVE EQUIPMENT AND SUPPORT FOR TEAM TRAVEL FOR THE NATIONALS FOR ATHLETES RANGING FROM AGES 6 - 18 12000 PEGASUS RIDING ACADEMY INC 8297 BUSTLETON AVENUE PHILADELPHIA PA 19152 NONE PUBLIC CHARITY PROVIDE THERAPEUTIC RIDING LESSONS FOR 6 STUDENTS FROM WIDENER MEMORIAL SCHOOL 24840 PHILADELPHIA MUSCULAR DYSTROPHY ASSOCIATION 600 REED ROAD SUITE 105 BROOMALL PA 19008 NONE PUBLIC CHARITY SUMMER CAMP PROGRAM COSTS FOR CHILDREN WITH NEUROMUSCULAR DISEASES 25000 QUEST THERAPEUTIC SERVICES INC 461 CANN ROAD WEST CHESTER PA 19382 NONE PUBLIC CHARITY SCHOLARSHIP FOR SPECIAL NEEDS CHILDREN EQUINE-ASSISTED THERAPY 40000 ROXBOROUGH YMCA 7201 RIDGE AVENUE 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 STREET THE PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY GENERAL SUPPORT OF THE WIDENER MEMORIAL SCHOOL 90000 SCHOOL DISTRICT OF PHILADELPHIA 21ST STREET THE PARKWAY PHILADELPHIA PA 19103 NONE PUBLIC CHARITY SUPPORT FOR NEW VIRTUAL LEARNING PLATFORM FOR 2021 SUMMER PROGRAM FOR STUDENTS WITH ACADEMICS AND EXPRESSIVE ARTS; PROFESSIONAL DEVELOPMENT COURSES FOR STAFF. 150000 SCHOOL DISTRICT OF PHILADELPHIA 21ST STREET THE PARKWAY PHILADELPHIA PA 19102 NONE PUBLIC CHARITY FULFILL COMMITTMENT FOR BATHROOM RENOVATIONS PROJECT AT WIDENER MEMORIAL SCHOOL 353511 SCHUYLKILL CENTER FOR ENVIRONMENTAL EDUCATION 8480 HAGYS MILL ROAD PHILADELPHIA PA 19128 NONE PUBLIC CHARITY INCREASE ACCESS FOR CHILDREN WITH ORTHOPEDIC IMPAIRMENT IN UPCOMING RENOVATION OF THE TALL TREES NATURE PLAYSCAPE BY PROVIDING BARRIER FREE TRAVEL ROUTES WITHIN THE PLAYSCAPE 35000 SETTLEMENT MUSIC SCHOOL P O BOX 63966 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY ART THERAPY SERVICES FOR THE CHILDREN OF THE WIDENER MEMORIAL SCHOOL AND CHILDREN WHO ATTEND THE KARDON CENTER FOR ARTS THERAPY - NORTHEAST BRANCH 50000 THE ARC OF CHESTER COUNTY 900 LAWRENCE DRIVE WEST CHESTER PA 19380 NONE PUBLIC CHARITY PURCHASE ELECTRONIC TABLETS FOR MEDICALLY COMPROMISED CHILDREN TO ACCESS ORGANIZATION PROGRAMS 20000 VARIETY - THE CHILDREN'S CHARITY 2950 POTSHOP ROAD WORCESTER PA 19490 NONE PUBLIC CHARITY PAY FOR INSTRUCTORS AND SUPPLIES FOR AFTER-SCHOOL PROGRAM FOR CHILDREN AT WIDENER MEMORIAL SCHOOL EMPHASIZING SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH 95240 1452296 0 14 172147 18 584605 0 756752 0 756752 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 662727 X UNDER SEC. 4942(H)(2) OF THE INTERNAL REVENUE CODE OF 1986, THE FOUNDATION HEREBY ELECTS TO TREAT $642,849. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2021 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A).__________________________________________SIGNATURE DATE ABBOTT LABORATORIES INC. 9392 10696 ABBVIE INC. 7949 11644 ACCENTURE PLC CL. A 4652 9949 AIRBNB INC. 5463 5994 ALIGN TECHNOLOGY INC. 4182 11172 ALPHABET INC. CL. A 12178 31867 AMAZON INC. 24611 46681 AMERICAN WATER WORKS CO. INC. 4217 4533 APPLE INC. 15260 49187 ATLASSIAN CORP. PLC CL. A 4524 11820 AUTOZONE INC. 4185 6289 AVANTOR INC. 6220 7501 AVERY DENNISON CORP. 5640 6281 BANK OF AMERICA 9135 14237 BERRY GLOBAL GROUP INC. 5500 6271 BLACKROCK INC. 7517 10071 BLACKSTONE INC. 8837 7763 BLOCK INC. 12952 16959 BROADCOM INC. 5861 13974 BUNGE LIMITED 5252 6255 CAPRI HLDGS LTD. 6207 6686 CARVANA CO. 4354 3940 CATERPILLAR INC. 4936 4755 CDW CORP. 7465 12492 CHARTER COMMUNICATIONS INC. CL. A 7328 8476 CINTAS CORP. 4957 7977 CLOUDFLARE INC. CL. A 3801 3814 COMCAST CORP. 6705 6946 COSTAR GROUP INC. 5432 9484 COSTCO WHOLESALE CORP. 6184 14193 CROWN HOLDINGS INC. 5289 5752 D R HORTON INC. 4958 6615 DEERE & CO. 5132 5486 DEXCOM INC. 6313 9128 DOORDASH INC. 8276 6998 DOVER CORP. 5750 7627 EDWARDS LIFESCIENCES CORP. 2805 7773 EMERSON ELECTRIC CO. 4868 4927 EXXON MOBIL CORP. 7898 9240 FIVERR INTERNATIONAL LTD 4428 2729 FLOOR & DECOR HOLDINGS INC. 1996 7671 FORTINET INC. 3642 7547 GOLDMAN SACHS GROUP INC. 4378 4591 HOME DEPOT INC. 9758 14940 INTERPUBLIC GROUP COMPANIES INC. 4128 5580 INTUIT SOFTWARE INC. 6306 15437 JPMORGAN CHASE & CO. 6886 17102 LAM RESEARCH CORP. 5808 13664 LILLY ELI & CO. 2951 9115 MASTERCARD INC. CL. A 10136 11139 MATCH GROUP INC. 7404 12961 MERCK & CO. INC. 9006 8660 META PLATFORMS INC. 17340 32290 MICROSOFT CORP. 19391 56165 MORGAN STANLEY 7011 11485 MOTOROLA SOLUTIONS INC. 5485 7879 NETFLIX INC. 18103 28315 PARKER HANNIFIN CORP. 3858 4136 PHILIP MORRIS INTERNATIONAL 7191 6840 PROCTER & GAMBLE CO. 3647 5889 QUANTA SVCS INC. 6549 12842 S&P GLOBAL INC. 2652 11326 SAREPTA THERAPEUTICS INC. 5961 6934 SCHLUMBERGER LTD. 3872 3774 SEA LTD. ADR 6374 23490 SERVICE NOW INC. 4440 22070 SHOPIFY INC. CL. A 10905 11019 SNOWFLAKE INC. 5673 7791 STRYKER CORP. 6891 7220 TAIWAN SEMICONDUCTOR MTG CO. 5217 5655 TARGET CORP. 4092 9026 TELEDYNE TECHNOLOGIES INC. 3591 3932 10X GENOMICS INC. CL. A 3616 3575 TRUIST FINANCIAL CORP. 2842 5270 TWILIO INC. 10033 13167 UBER TECHNOLOGIES INC. 13895 12998 UNION PACIFIC CORP. 8418 10077 UNITEDHEALTH GROUP INC. 10705 17073 VISA INC. CLASS A 15796 31423 WARNER MUSIC GROUP CORP. 5057 7125 WEC ENERGY GROUP INC. 2587 3786 ZOETIS INC. 11014 16106 BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205128 243889 BLACKROCK EVENT DRIVEN EQ-IS 319000 329821 BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181824 268905 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 240903 247029 DODGE & COX INCOME FUND - PNC 348000 357070 DODGE & COX INTERNATIONAL STOCK FUND 190000 193998 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 313000 309659 GLOBAL X AGING POPULATION ETF 15126 14087 GLOBAL X AUTONOMOUS&ELEC ETF 22752 24638 GLOBAL X CYBERSECURITY ETF 22676 24495 GLOBAL X FINTECH THEMATIC ET ETF 24649 34266 GLOBAL X GENOMICS & BIOTEC ETF 13086 15959 GLOBAL X INTERNET OF THINGS ETF 26754 54209 GLOBAL X LITHIUM & BATTERY TECH ETF 17990 58517 GLOBAL X ROBOTICS & ARTIFI ETF 27908 50388 GLOBAL X SOCIAL MEDIA INDEX ETF 16796 28433 GLOBAL X US INFRASTRUCTURE ETF 37731 42408 HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND 225035 232586 INVESCO QQQ TRUST WTF 231904 387506 INVESCO WATER RESOURCES ETF 17244 30237 ISHARES CORE S&P SMALL CAP ETF 148523 651447 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND - PNC 310929 435196 ISHARES MSCI EAFE ETF 338265 525110 ISHARES MSCI EMERGING MARKETS ETF 143277 247230 ISHARES US REAL ESTATE ETF 170910 396154 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND 286244 322658 SPDR MIDCAP TRUST SERIES 1 ETF 221879 889374 VANGUARD ULTRA-SHORT TERM BOND FUND 595000 592637 VANGUARD VALUE ETF 296247 480314 WCM FOCUSED INTL GROWTH-INS 200000 288909 WESTERN ASSET TOTAL RETURN UN-IN - PNC 193626 199987 BALLARD SPAHR LEGAL FEES 6347 1269 5078 BOOK VALUE AND INCOME TIMING ADJUSTMENTS 2130 DISALLOWED WASH SALE 179 RETURN OF CAPITAL DISTRIBUTIONS 103 GRANT CHECK ISSUED 2020 CLEARED 2021 30000 PNC INVESTMENT FEES 17409 17409 0 PNC CHECKING ACCOUNT SERVICE CHARGES 36 0 36 FOREIGN TAX 1843 1843 0 BALANCE DUE PRIOR YEAR EXCISE TAX WITH EXTENSION 9200 0 0 CURRENT YEAR ESTIMATED EXCISE TAX 0 0 0