WIDENER MEMORIAL FOUNDATION IN AID OF HANDICAPPED CHILDREN: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WIDENER MEMORIAL FOUNDATION IN AID OF HANDICAPPED CHILDREN (EIN 23-6267223)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-20
- IRS object ID
- 201232339349100208
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-20T14:09:53-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230382195 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ballard Spahr LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 Market Street 51st floor | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236267223 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Widener Memorial Foundation In Aid | BusinessNameLine1 |
| Business Name Line2 | of Handicapped Children | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIDE | NameControl |
| Phone | 2158367500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 Butler Pike Suite 225 | AddressLine1 |
| City | Plymouth Meeting | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edith R Dixon | Name |
| Title | Trustee | Title |
| Phone | 2158367500 | Phone |
| Date Signed | 2012-08-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carla M Vulpio | Name |
| PTIN | P00638829 | PTIN |
| Phone | 2158648360 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6900469 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 609979 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 24 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 226021 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 224963 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 185498 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 692174 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 185498 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1021522 | TotalRevenueAndExpenses |
| Total Net Investment Income | 410485 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 36909 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 7382 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 29527 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11006 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11006 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4176 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52091 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18388 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 29527 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 938866 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 938866 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 990957 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18388 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 968393 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 30565 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 392097 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 157663 | CashBOY |
| Cash EOY | 66591 | CashEOY |
| Cash EOYFMV | 66591 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 446180 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 434290 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 434290 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3535939 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3719850 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5251252 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 990901 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 940901 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1149617 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | -897 | OtherAssetsBOY |
| Other Assets EOY | -1281 | OtherAssetsEOY |
| Other Assets EOYFMV | -1281 | OtherAssetsEOYFMV |
| Total Assets BOY | 5129786 | TotalAssetsBOY |
| Total Assets EOY | 5160351 | TotalAssetsEOY |
| Total Assets EOYFMV | 6900469 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | -5907 | CapitalStockBOY |
| Capital Stock EOY | -5907 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5135693 | RetainedEarningsBOY |
| Retained Earnings EOY | 5166258 | RetainedEarningsEOY |
| Total Net Assets BOY | 5129786 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5160351 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5129786 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5160351 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5129786 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 30565 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5160351 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5160351 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 70 shs Bank New York Mellon | 2011-06-07 | 2011-08-29 | 1445 | 1863 | -418 | -418 | |
| 160 shs Bank New York Mellon | 2011-06-07 | 2011-09-08 | 3209 | 4258 | -1049 | -1049 | |
| 65 shs Costco | 2011-06-07 | 2011-08-12 | 4685 | 5114 | -429 | -429 | |
| 8 shs Grainger | 2011-06-07 | 2011-10-18 | 1291 | 1153 | 138 | 138 | |
| 6 shs Mastercard | 2011-06-07 | 2011-08-10 | 1884 | 1651 | 233 | 233 | |
| 26 shs Procter & Gamble | 2011-06-07 | 2011-08-29 | 1641 | 1695 | -54 | -54 | |
| 1295 shs Amphenol | 2009-06-24 | 2011-05-23 | 69022 | 40889 | 28133 | 28133 | |
| Bank of America - | 2001-01-01 | 2011-09-22 | 183 | 183 | 183 | ||
| $5000 Bank NY sub nt - call | 2004-01-09 | 2011-07-15 | 50000 | 50000 | 0 | 0 | |
| 790 shs Baxter Intl | 2009-06-24 | 2011-05-23 | 46958 | 40015 | 6943 | 6943 | |
| 1000 shs Coach | 2009-10-28 | 2011-05-23 | 58749 | 33260 | 25489 | 25489 | |
| 725 shs Cullen Frost | 2009-04-28 | 2011-05-23 | 42194 | 34776 | 7418 | 7418 | |
| 800 shs Emerson Electric | 1998-06-30 | 2011-05-23 | 42767 | 5658 | 37109 | 37109 | |
| 3000 shs Hudson City Bancorp | 2009-09-01 | 2011-05-23 | 27479 | 39720 | -12241 | -12241 | |
| 1899 shs iShares MSCI EAFE | 2008-12-29 | 2011-10-27 | 105108 | 81723 | 23385 | 23385 | |
| 1830 shs Linear Tech | 2009-06-24 | 2011-05-23 | 61433 | 40992 | 20441 | 20441 | |
| 1600 shs NYSE Euronext | 2009-04-28 | 2011-10-27 | 45144 | 34861 | 10283 | 10283 | |
| 1050 shs Ross Stores | 2009-06-24 | 2011-05-23 | 84232 | 40187 | 44045 | 44045 | |
| 850 shs Noble Corp | 2009-10-28 | 2011-10-27 | 31684 | 35668 | -3984 | -3984 | |
| 23 shs Roche Holding | 2011-06-07 | 2011-08-29 | 972 | 997 | -25 | -25 | |
| 48 shs Target | 2011-06-07 | 2011-09-22 | 2382 | 2272 | 110 | 110 | |
| 217 shs Yahoo | 2011-06-07 | 2011-09-07 | 2901 | 3357 | -456 | -456 | |
| 319 shs Yahoo | 2011-06-07 | 2011-09-08 | 4482 | 4935 | -453 | -453 | |
| 30 shs Covidien PLC | 2011-06-07 | 2011-08-29 | 1542 | 1632 | -90 | -90 | |
| Capital Gains Dividends | 787 | 787 | 787 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 185498 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 869006 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6416573 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135431 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 903452 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5557228 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.162572 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 941811 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7418509 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.126954 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 974348 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8030223 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.121335 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 879034 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7327295 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.119967 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.666259 | TotalDistributionRatio |
| Average Distribution Ratio | 0.133252 | AverageDistributionRatio |
| Net Noncharitable Assets | 7013037 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 934501 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3921 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 938422 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 968393 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3921 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3921 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3921 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3874 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3874 | TotalCreditsAndPayments |
| Tax Due | 47 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | John Hagerty | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2158367500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 Butler Pike | AddressLine1 |
| City | Plymouth Meeting | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Edith R Dixon | ||||||||
| 4060 Butler Pike Suite 225 | Plymouth Meeting | PA | 19462 | Trustee | 0.05 | 0 | 0 | 0 |
| Peter M Mattoon | ||||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Trustee | 0.05 | 0 | 0 | 0 |
| Bruce L Castor | ||||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Trustee | 0.05 | 0 | 0 | 0 |
| Mark S DePillis | ||||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Trustee | 0.05 | 0 | 0 | 0 |
| Ellin Dixon Miller | ||||||||
| 11279 Old Harbour Road | North Palm Beach | FL | 33408 | Trustee | 0.05 | 0 | 0 | 0 |
| George W Dixon | ||||||||
| 1212 Spyglass Lane | Naples | FL | 34102 | Trustee | 0.05 | 0 | 0 | 0 |
| Michael Clancy MD | ||||||||
| 220 Commercial Drive | Ft Washington | PA | 19034 | Trustee | 0.05 | 0 | 0 | 0 |
| Edith R Dixon | ||||||||
| 4060 Butler Pike Suite 225 | Philadelphia | PA | 19462 | President | 0.05 | 0 | 0 | 0 |
| Peter M Mattoon | ||||||||
| 1735 Market Street 51st fl | Philadelphia | PA | 19103 | Vice President | 0.05 | 0 | 0 | 0 |
| George W Dixon | ||||||||
| 1212 Spyglass Lane | Naples | FL | 34102 | Secretary/Treasurer | 0.05 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6953126 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 166709 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7119835 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7119835 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 106798 | CashDeemedCharitable |
| Net Noncharitable Assets | 7013037 | NetNoncharitableAssets |
| Minimum Investment Return | 350652 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 350652 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3921 | TaxBasedOnInvestmentIncome |
| Total Tax | 3921 | TotalTax |
| Distributable Amount Before Adj | 346731 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 346731 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 346731 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 968393 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 968393 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3921 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 964472 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 346731 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 291814 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 968393 | QualifyingDistributions |
| Applied To Year1 | 291814 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 621518 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 55061 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 621518 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 291670 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 621518 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Edith R Dixon | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4060 Butler Pike Suite 225 | AddressLine1 |
| City | Plymouth Meeting | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2158367500 | RecipientPhoneNumber |
| Form And Info And Materials | Letter describing the purpose for which grant would be used, persons (other 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. | FormAndInfoAndMaterials |
| Submission Deadlines | Trustees normally meet in May and November. | SubmissionDeadlines |
| Restrictions On Awards | 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 1812 Productions | |||||||
| 525 South 4th St Suite 479 | Philadelphia | PA | 19147 | None | Public Charity | Actor/Educator salaries at Widener Memorial School | $3,000 |
| Arthritis Foundation | |||||||
| 111 S Independence Mall East | Philadelphia | PA | 19106 | None | Public Charity | In support of Juveniles Arthritis Camp | $7,500 |
| Canine Partners | |||||||
| P O Box 170 | Cochranville | PA | 193300170 | None | Public Charity | Cost of training and placing service dogs with children | $50,000 |
| Delaware Valley Muscular Dystrophy | |||||||
| 600 Reed Road 104 | Broomall | PA | 19008 | None | Public Charity | Funds will assist with Summer Camp program | $15,000 |
| Easter Seals of Southeastern PA | |||||||
| 468 N Middletown Road | Media | PA | 19063 | None | Public Charity | Purchase new handicaped bus for summer program | $124,300 |
| Hammerheads Sled Hockey Association | |||||||
| 8 Briar Road | Oreland | PA | 19075 | None | Public Charity | Costs of ice time and equipment | $15,000 |
| Kardon Institute for Arts Therapy | |||||||
| 10700 Knights Road | Philadelphia | PA | 19114 | None | Public Charity | Widener Memorial School music, dance and summer prog | $37,000 |
| LaSalle University | |||||||
| 1900 West Olney Avenue | Philadelphia | PA | 19141 | None | Public Charity | Funding for college students to counsel families and students of Widener School about family and art therapy | $67,000 |
| Morris Arboretum | |||||||
| 100 E Northwestern Ave | Philadelphia | PA | 19118 | None | Public Charity | Renovation of G D Widener Education Center to make it ADA compliant. | $50,000 |
| MusicWorks | |||||||
| 412 East Eagle Road | Havertown | PA | 19083 | None | Public Charity | Replacing obsolete office computer system at center which provides music therapy for physical or learning disabilities. | $7,500 |
| North Penn YMCA | |||||||
| 2505 N Broad Street Suite 208 | Colmar | PA | 18915 | None | Public Charity | Purchase of ADA Compliant Aquatic chairlifts | $24,000 |
| Pegasus Riding Academy | |||||||
| 8297 Bustleton Avenue | Philadelphia | PA | 19152 | None | Public Charity | Widener Memorial School therapeutic riding program | $25,380 |
| Please Touch Museum | |||||||
| 4231 Avenue of the Republic | Philadelphia | PA | 19131 | None | Public Charity | Program costs for Play Without Boundaries and River Adventures | $25,000 |
| Quest Therapeutic Services Inc | |||||||
| 461 Cann Road | West Chester | PA | 19382 | None | Public Charity | Quest Scholarship Fund for hippotherapy sessions | $25,000 |
| Roxborough Area YMCA | |||||||
| 7201 Ridge Avenue | Philadelphia | PA | 19128 | None | Public Charity | Cost of sending 11 children to Camp Magic | $25,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Widener Memorial School student activities | $54,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Widener Memorial School Vol/Discretionary Program | $21,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Widener Memorial School summer program | $95,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Widener Memorial School Dixon Technology Laboratory | $15,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Program of service for handicapped children | $100,000 |
| School District of Philadelphia | |||||||
| 21st Street The Parkway | Philadelphia | PA | 19103 | None | Public Charity | Cost of renovating lavatories for handicapped access | $101,186 |
| Variety Club | |||||||
| 1520 Locust Street | Philadelphia | PA | 19102 | None | Public Charity | Carousel House after-school program for Widener students | $45,000 |
| YMCA of Brandywine Valley | |||||||
| 1 E Chestnut Street | West Chester | PA | 19380 | None | Public Charity | Cost of a portable swim lift | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 938866 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $226,021 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $185,498 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $411,543 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 411543 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Widener Memorial School Endowment | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC Advisors 1600 Market Street | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 609979 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Under Sec. 4942(h)(2) of the Internal Revenue Code of 1986, the Foundation hereby elects to treat $622,518. of the amount of qualifying distributions made in 2011 as a distribution out of corpus. This is in conformity with the requirements of Sec. 4942(g)(3)(a). _____________________________________ | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | See schedule | NameOfBond |
| EOY Book Value | 940901 | EOYBookValue |
| EOYFMV | 1149617 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | See schedule | NameOfStock |
| EOY Book Value | 3719850 | EOYBookValue |
| EOYFMV | 5251252 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ballard Spahr legal fees | Category |
| Amount | $36,909 | Amount |
| Net Investment Income | 7382 | NetInvestmentIncome |
| Disbursements Charitable Prps | 29527 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Accrued interest | Description |
| BOY Book Value | -897 | BOYBookValue |
| EOY Book Value | -1281 | EOYBookValue |
| EOYFMV | -1281 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC Checking Acct fees | Category |
| Amount | $11,006 | Amount |
| Net Investment Income | 11006 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 Foreign tax | $2,376 | 0 | 0 |
| 2011 Tax on investment income | $1,800 | 0 | 0 |
Comments