2013-07-29T13:50:48-05:00 2012-12-31 230382195 Ballard Spahr LLP 1735 Market Street 51st floor Philadelphia PA 19103 990PF 2012-01-01 236267223 Widener Memorial Foundation In Aid of Handicapped Children WIDE 6108258900 4060 Butler Pike Suite 225 Plymouth Meeting PA 19462 Edith R Dixon 2158258900 2013-07-29 1 Carla M Vulpio P00638829 2158648360 2012 2016-02-25 16:41:14Z X 7413784 X 645052 243548 243548 1282101 2875275 1282101 2170701 1525649 0 0 0 25329 5066 20263 12690 12690 0 6403 0 0 44422 17756 20263 961808 961808 1006230 17756 982071 1164471 1507893 66591 75740 75740 434290 490583 490583 3719850 5231141 6170144 940901 526942 676901 -1281 416 416 5160351 6324822 7413784 0 0 X -5907 -5907 0 0 5166258 6330729 5160351 6324822 5160351 6324822 5160351 1164471 0 6324822 0 6324822 See attached schedule P 53052 55001 -1949 -1949 See attached schedule P 2821716 1538173 1283543 1283543 Capital Gains Dividends P 507 507 507 1282101 0 964472 7013037 0.137526 869006 6416573 0.135431 903452 5557228 0.162572 941811 7418509 0.126954 974348 8030223 0.121335 0.683818 0.136764 7051077 964333 15079 979412 982071 X 15079 0 15079 0 15079 3960 11131 15091 14 2 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A John Hagerty 2158367500 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 Edith R Dixon 4060 Butler Pike Suite 225 Plymouth Meeting PA 19462 0.05 0 0 0 Peter M Mattoon 1735 Market Street 51st fl Philadelphia PA 19103 0.05 0 0 0 Bruce L Castor 51st fl Philadelphia PA 19103 0.05 0 0 0 Mark S DePillis 1735 Market Street 51st fl Philadelphia PA 19103 0.05 0 0 0 Edith D Miller 11279 Old Harbour Road North Palm Beach FL 33408 0.05 0 0 0 George W Dixon 1212 Spyglass Lane Naples FL 34102 0.05 0 0 0 Michael Clancy MD 220 Commercial Drive Ft Washington PA 19034 0.05 0 0 0 John Keleher 4331 Trophy Drive Boothwyn PA 19061 0.05 0 0 0 Linda Grobman 1420 Locust Street Philadelphia PA 19102 0.00 0 0 0 Edith D Miller 11279 Old Harbour Road Philadelphia PA 19462 0.05 0 0 0 Peter M Mattoon 1735 Market Street 51st fl Philadelphia PA 19103 0.05 0 0 0 George W Dixon 1212 Spyglass Lane Naples FL 34102 0.05 0 0 0 Edith R Dixon 4060 Butler Pike Suite 225 Plymouth Meeting PA 19462 0.05 0 0 0 NONE 0 NONE 0 0 7094858 63596 0 7158454 0 0 7158454 107377 7051077 352554 352554 15079 15079 337475 0 337475 0 337475 982071 0 982071 15079 966992 337475 291670 0 0 982071 291670 0 609979 80422 0 0 0 609979 0 0 0 0 257053 609979 0 0 Edith R Dixon 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 525 South 4th St Suite 479 Philadelphia PA 19147 None Public Charity Actor/Educator salaries at Widener Memorial School. 3000 Canine Partners P O Box 170 Cochranville PA 193300170 None Public Charity Cost of training and putting into service one dog. 25000 Delaware Valley Muscular Dystrophy 600 Reed Road 104 Broomall PA 19008 None Public Charity Funds will assist with Summer Camp program. 20000 Elwyn 111 Elwyn Road Elwyn PA 19063 None Public Charity Cost of pool lift, toddler training platform, training rafts, yoga mats, CD player and other equipment for new therapeutic and recreational program in aquatics and yoga. 22623 Frankie's World Foundation 1011 Poplar Street Philadelphia PA 19123 None Public Charity Cost of cushioned floor mats and area dividers to delineate play areas. 4985 Hammerheads Sled Hockey Association 8 Briar Road Oreland PA 19075 None Public Charity Costs of ice time and equipment 15000 Kardon Institute for Arts Therapy 10700 Knights Road Philadelphia PA 19114 None Public Charity Widener Memorial School music, dance and summer prog 37000 LaSalle University 1900 West Olney Avenue Philadelphia PA 19141 None Public Charity Cost of computer equipment, materials and supplies for direct educational activities, professional development supplies and stipends for the Technology Access Program. 69000 Morris Arboretum 100 E Northwestern Ave Philadelphia PA 19118 None Public Charity Renovation of G D Widener Education Center to make it ADA compliant. 50000 PA School for the Deaf 100 W School House Lane Philadelphia PA 19144 None Public Charity To assist with cost of making playgroud handicapped accessible. 25000 Pegasus Riding Academy 8297 Bustleton Avenue Philadelphia PA 19152 None Public Charity Funding for six students from Widener Memorial School for 47 weeks of therapeutic riding lessons. 25380 Philadelphia Society for the Preservation of Landmarks 321 South 4th Street Philadelphia PA 19106 None Public Charity Cost of expanding the "Hands On" enrichment workshop lessons for physically challenged children. 7320 Quest Therapeutic Services Inc 461 Cann Road West Chester PA 19382 None Public Charity Quest Scholarship Fund for hippotherapy sessions. 25000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Widener Memorial School student activities 54000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Widener Memorial School Vol/Discretionary Program 21000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Widener Memorial School summer program 120000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Widener Memorial School Dixon Technology Laboratory 15000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Program of service for handicapped children 100000 School District of Philadelphia 21st Street The Parkway Philadelphia PA 19103 None Public Charity Cost of renovating lavatories for handicapped access 100000 Springside Chestnut Hill Academy 500 West Willow Grove Avenue Philadelphia PA 19118 None Public Charity Cost of renovations to bathrooms, two chair lifts and an elevator for ADA compliance. 50000 United Cerebral Palsy of Philadelphia 102 East Mermaid Lane Philadelphia PA 19118 None Public Charity Cost of replacing playground equipment and resurfacing of the playground area. 70000 Variety Club 1520 Locust Street Philadelphia PA 19102 None Public Charity Carousel House after-school program for Widener students 45000 Woods Services Foundation P O Box 36 Langhorne PA 19047 None Public Charity Cost of support equipment for children with orthpedic challenges. 7500 YMCA of Brandywine Valley 1 E Chestnut Street West Chester PA 19380 None Public Charity Cost of a Warm Water Zero Entry Pool. 50000 961808 0 14 243548 18 1282101 0 1525649 0 1525649 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 645052 X Under Sec. 4942(h)(2) of the Internal Revenue Code of 1986, the Foundation hereby elects to treat $645,052. of the amount of qualifying distributions made in 2012 as a distribution out of corpus. This is in conformity with the requirements of Sec. 4942(g)(3)(a). _____________________________________ See schedule 526942 676901 See schedule 5231141 6170144 Ballard Spahr legal fees 25329 5066 20263 Accrued interest -1281 416 416 PNC Investment fees 12690 12690 0 2012 Foreign tax 2396 0 0 2012 Tax on investment income 4007 0 0