2021-07-27T11:55:18-05:00 2020-12-31 230382195 BALLARD SPAHR LLP 1735 MARKET STREET 51ST FLOOR PHILADELPHIA PA 19103 990PF 2020-01-01 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 2021-07-15 1 EDITH DIXON 999009999 ARTHUR AU P00751564 2158648342 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 8946700 X 642849 162053 162053 265385 1770321 265385 1070287 427438 0 0 0 7200 1440 5760 16506 16470 36 4512 3212 0 28218 21122 5796 842780 842780 870998 21122 848576 199289 406316 72702 88586 88586 632460 564221 564221 5401412 5665777 8293893 6106574 6318584 8946700 0 0 X 0 0 0 0 6106574 6318584 6106574 6318584 6106574 6318584 6106574 199289 26821 6332684 14100 6318584 PUBLICLY TRADED SECURITIES 371378 365993 5385 5385 PUBLICLY TRADED SECURITIES 1384228 1138943 245285 245285 CAPITAL GAINS DIVIDENDS P 14715 14715 14715 265385 5648 0 5648 0 5648 2177 0 9200 0 11377 0 5729 5729 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 7233786 671428 0 7905214 0 0 7905214 118578 7786636 389332 389332 5648 5648 383684 0 383684 0 383684 848576 0 848576 0 848576 383684 37540 0 0 848576 37540 0 805440 5596 0 0 0 805440 0 0 0 0 378088 805440 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 AT WIDENER MEMORIAL SCHOOL 3000 ACTING WITHOUT BOUNDARIES 750 E HAVERFORD ROAD BRYN MAWR PA 19010 NONE PUBLIC CHARITY PRODUCTION COSTS FOR PERFORMANCE ABOUT DISABILITY AWARENESS 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 ARTHRITIS FOUNDATION NORTHEAST REGION 400 MARKET ST SUITE 610 PHILADELPHIA PA 19106 NONE PUBLIC CHARITY VIRTUAL SUMMER CAMP FOR CHILDREN TO HELP WITH ISSUES RELATED TO ARTHRITIS 7000 EASTER SEALS OF SOUTHEASTERN PA 3975 CONSHOHOCKEN AVE PHILADELPHIA PA 19131 NONE PUBLIC CHARITY PURCHASE AND INSTALL RUBBER SAFETY SURFACE IN THERAPY GYM; PURCHASE RIFTON THERAPY STANDER FOR CHILDREN IN DELWARE COUNTY DIVISION 10900 HAMMERHEADS SLED HOCKEY ASSOCIATION 10990 DECATUR ROAD PHILADELPHIA PA 19154 NONE PUBLIC CHARITY COSTS OF ICE TIME AND EQUIPMENT TO PROVIDE PHYSICALLY DISABLED YOUTH WITH BARRIER FREE ACCESS 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 78300 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 A WISH FOR CHILDREN WITH MUSCULAR DISORDERS, HEART DISEASE, CANCER AND OTHER DEBILITATING DISEASES AND CONDITIONS 60000 MUSCULAR DYSTROPHY ASSOCIATION 600 REED ROAD 5 BROOMALL PA 19081 NONE PUBLIC CHARITY FOR WEEKLY SUPPORT OF THE VIRTUAL CAMP; CAMP PROVIDES ACTIVITIES SUCH AS STEM, ART, COOKING, MUSIC AND A STORYTELLING PROGRAM ALONG WITH STREET ART AND ADAPTIVE CLOTHING DESIGN 25000 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 - SHANDS HOUSE 1600 ROCKLAND ROAD WILMINGTON DE 19803 NONE PUBLIC CHARITY EXPAND TELEHEALTH PROGRAM FOR CHILDREN NEEDING THERAPY DURING COVID-19 AND ADDITIONAL ORTHOPEDIC EQUIPMENT TO CONTINUE CARE FOR PEDIATRIC PATIENTS 30000 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 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 100000 SETTLEMENT MUSIC SCHOOL P O BOX 63966 PHILADELPHIA PA 19147 NONE PUBLIC CHARITY FUND VIRTUAL THERAPY SERVICES FOR THE STUDENTS OF THE WIDENER MEMORIAL SCHOOL DURING COVID-19 CRISIS 50000 SPECIAL EQUESTRIANS 2800 STREET ROAD WARRINGTON PA 18976 NONE PUBLIC CHARITY SUPPORT SCHOLARSHIP PROGRAM FOR RIDING LESSONS PROVIDED TO CHILDREN AND ADULTS WITH DISABILITIES AT A REDUCED RATE BASED ON NEED 15000 ST EDMOND'S HOME FOR CHILDREN 320 SOUTH ROBERTS ROAD ROSEMONT PA 19010 NONE PUBLIC CHARITY PURCHASE VITAL SIGNS MONITOR, PORTABLE AUTOMATIC LIFT, A THERMOSCAN THERMOMETER AND PULSE-OXIMETERS TO ASSESS AND MONTIOR HEALTH OF RESIDENTS 8000 THE WIDENER MEMORIAL SCHOOL 1450 W OLNEY AVENUE PHILADELPHIA PA 19141 NONE PUBLIC CHARITY FUND FIRST EVER VIRTUAL LEARNING PLATFORM FOR 2020 SUMMER PROGRAM; PROGRAM SUPPORTS STUDENTS WITH ACADEMIC AND EXPRESSIVE ARTS AND PROVIDE PROFESSIONAL DEVELOPMENT COURSES FOR STAFF 150000 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 OF THE WIDENER MEMORIAL SCHOOL EMPHASIZING SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH 95240 842780 0 14 162053 18 265385 0 427438 0 427438 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 642849 X UNDER SEC. 4942(H)(2) OF THE INTERNAL REVENUE CODE OF 1986, THE FOUNDATION HEREBY ELECTS TO TREAT $805,440. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2020 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A).__________________________________________SIGNATURE DATE ABBVIE INC. 12428 14465 ACCENTURE PLC CLASS A 9164 13061 ACTIVISION BLIZZARD INC. 7542 9285 ADOBE INC. 2772 18504 AIR PRODUCTS & CHEMICALS INC. 7623 9016 AIRBNB INC. 5788 5725 AKAMAI TECHNOLOGIES 7846 7874 ALIGN TECHNOLOGY INC. 7316 15497 ALLSTATE CORP. 7755 7805 ALPHABET INC. CL. A 18713 35053 AMAZON INC. 29763 71652 AMERICAN TOWER CORP. 5854 5612 AMERICAN WATER WORKS CO. INC. 3322 6906 AMERISOURCEBERGEN CORP. 6798 7528 AMGEN INC. 6461 11266 APPLE INC. 23677 67937 ATLASSIAN CORP. PLC CLASS A 3555 8419 AUTOZONE INC. 2335 3556 BANK OF AMERICA 16278 16671 BLACKROCK INC 12199 13709 BOOZ ALLEN HAMILTON HOLDING 6113 10898 BRISTOL MYERS SQUIBB CO. 10635 10855 BROADCOM INC. 10490 16638 CDW CORP. 13106 14497 CHARTER COMMUNICATIONS INC. 21306 26462 CINTAS CORP. 7004 10604 CLOROX CO 7170 8077 COMCAST CORP 6877 11685 COSTAR GROUP INC. 5065 13864 COSTCO WHOLESALE CORP. 10798 17332 COUPA SOFTWARE INC 2777 5761 D R HORTON INC 8134 7581 DEXCOM INC 4080 5176 DOLLAR GENERAL CORP. 5303 8412 DOORDASH INC. 5678 4711 EDWARDS LIFESCIENCES CORP. 11430 17516 FACEBOOK INC. A 16888 35784 FIVERR INTERNATIONAL LTD 5934 6438 FLOOR & DECOR HOLDINGS INC. 4334 10214 FMC CORP. NEW 10242 12183 FORTINET INC. 7071 7427 GROCERY OUTLET HOLDING CORP 5812 6476 HOME DEPOT INC. 4280 14343 ILLUMINA INC. 3538 9620 INTERPUBLIC GROUP COMPANIES INC. 9297 9643 INTUIT SOFTWARE INC. 10653 15574 JPMORGAN CHASE & CO. 12536 31132 JOHNSON & JOHNSON 7586 8656 KANSAS CITY SOUTHERN 8496 11227 LAM RESEARCH CORP. 13163 20308 L3 HARRIS TECHNOLOGIES INC. 11243 10018 LILLY ELI & CO. 7160 13507 LOCKHEED MARTIN CORP. 7254 7100 MATCH GROUP INC. 9494 23283 MERCK & CO. INC. 13782 13497 MICROSOFT CORP. 30660 74511 MIRATI THERAPEUTICS INC. 623 1537 MONDELEZ INTERNATIONAL 8251 8186 MORGAN STANLEY 13922 16927 MOTOROLA SOLUTIONS INC. 12477 12584 NETFLIX INC. 21400 40555 NORTHROP GRUMMAN CORP. 5002 9142 PAYPAL HOLDINGS INC. 7086 11710 PROCTER & GAMBLE CO. 13973 20314 QUALCOMM 8713 8379 QUANTA SVCS INC 11155 14404 S&P GLOBAL INC. 4930 14793 SAREPTA THERAPEUTICS INC. 2135 3069 SEA LTD. ADR 10745 39810 SERVICE NOW INC. 6244 27522 SNOWFLAKE INC. 3627 4502 SQUARE INC. 14233 31558 STRYKER CORP. 7597 8576 TAIWAN SEMICONDUCTOR MTG CO. 8978 9268 TARGET CORP. 7364 12357 TELEDYNE TECHNOLOGIES INC. 8017 9016 THERMO FISHER SCIENTIFIC INC 14862 16302 TOTAL S E 14892 13621 TRANSUNION 8759 10914 TRUIST FINANCIAL CORP. 8273 12558 TWILIO INC. 7454 17941 UBER TECHNOLOGIES INC 19631 22899 UNITEDHEALTH GROUP INC. 5480 11572 VISA INC. CLASS A 14488 43965 WARNER MUSIC GROUP CORP. 8632 11017 WEC ENERGY GROUP INC. 3553 8743 ZILLOW GROUP INC. 4871 11682 ZOETIS INC. 9703 13571 BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205128 252876 BLACKROCK EVENT DRIVEN EQ-IS 319000 332149 BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181824 267190 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 240903 252383 DODGE & COX INCOME FUND - PNC 348000 372054 DODGE & COX INTERNATIONAL STOCK FUND 190000 179271 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 313000 313588 HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND 225035 261669 GLOBAL X FINTECH THEMATIC ET ETF 35620 57593 GLOBAL X GENOMICS & BIOTEC ETF 9425 15353 GLOBAL X INTERNET OF THINGS ETF 33091 54456 GLOBAL X LITHIUM & BATTERY TECH ETF 27414 65356 GLOBAL X ROBOTICS & ARTIFI ETF 35338 58781 GLOBAL X SOCIAL MEDIA INDEX ETF 26244 50969 INVESCO QQQ TRUST WTF 285839 375233 INVESCO WATER RESOURCES ETF 27881 37299 ISHARES CORE S&P SMALL CAP ETF 167275 606356 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND - PNC 310929 453619 ISHARES MSCI EAFE ETF 338265 486935 ISHARES MSCI EMERGING MARKETS ETF 143277 261502 ISHARES US REAL ESTATE ETF 170910 292152 LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND 287000 286482 SPDR MIDCAP TRUST SERIES 1 ETF 221879 721423 VANGUARD VALUE ETF 296247 388404 WCM FOCUSED INTL GROWTH-INS 200000 258327 WESTERN ASSET TOTAL RETURN UN-IN - PNC 196605 212928 BALLARD SPAHR LEGAL FEES 7200 1440 5760 DISALLOWED WASH SALE 254 RETURN OF CAPITAL DISTRIBUTIONS 3846 GRANT CHECK ISSUED 2019 CLEARED 2020 10000 BOOK VALUE AND INCOME TIMING ADJUSTMENTS 6821 GRANTS CHECKS ISSUED 2020 BUT CLEARED 2021 20000 PNC INVESTMENT FEES 16470 16470 0 PNC CHECKING ACCOUNT SERVICE CHARGES 36 0 36 FOREIGN TAX 3212 3212 0 BALANCE DUE PRIOR YEAR EXCISE TAX WITH EXTENSION 1300 0 0 CURRENT YEAR ESTIMATED EXCISE TAX 0 0 0