2012-08-20T14:09:53-05:00 2011-12-31 230382195 Ballard Spahr LLP 1735 Market Street 51st floor Philadelphia PA 19103 990PF 2011-01-01 236267223 Widener Memorial Foundation In Aid of Handicapped Children WIDE 2158367500 4060 Butler Pike Suite 225 Plymouth Meeting PA 19462 Edith R Dixon 2158367500 2012-08-20 1 Carla M Vulpio P00638829 2158648360 2011 2016-02-24 21:20:13Z X 6900469 X 609979 24 24 226021 224963 185498 692174 185498 1021522 410485 0 0 0 36909 7382 29527 11006 11006 0 4176 0 0 52091 18388 29527 938866 938866 990957 18388 968393 30565 392097 157663 66591 66591 446180 434290 434290 3535939 3719850 5251252 990901 940901 1149617 -897 -1281 -1281 5129786 5160351 6900469 0 0 X -5907 -5907 0 0 5135693 5166258 5129786 5160351 5129786 5160351 5129786 30565 0 5160351 0 5160351 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 P 787 787 787 185498 0 869006 6416573 0.135431 903452 5557228 0.162572 941811 7418509 0.126954 974348 8030223 0.121335 879034 7327295 0.119967 0.666259 0.133252 7013037 934501 3921 938422 968393 X 3921 0 3921 0 3921 3874 3874 47 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 Philadelphia PA 19103 0.05 0 0 0 Bruce L Castor 1735 Market Street Philadelphia PA 19103 0.05 0 0 0 Mark S DePillis 1735 Market Street Philadelphia PA 19103 0.05 0 0 0 Ellin Dixon 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 Edith R Dixon 4060 Butler Pike Suite 225 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 NONE 0 NONE 0 0 6953126 166709 0 7119835 0 0 7119835 106798 7013037 350652 350652 3921 3921 346731 0 346731 0 346731 968393 0 968393 3921 964472 346731 291814 0 0 968393 291814 0 621518 55061 0 0 0 621518 0 0 0 0 291670 621518 0 0 Edith R Dixon 4060 Butler Pike Suite 225 Plymouth Meeting PA 19462 2158367500 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. 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 Arthritis Foundation 111 S Independence Mall East Philadelphia PA 19106 None Public Charity In support of Juveniles Arthritis Camp 7500 Canine Partners P O Box 170 Cochranville PA 193300170 None Public Charity Cost of training and placing service dogs with children 50000 Delaware Valley Muscular Dystrophy 600 Reed Road 104 Broomall PA 19008 None Public Charity Funds will assist with Summer Camp program 15000 Easter Seals of Southeastern PA 468 N Middletown Road Media PA 19063 None Public Charity Purchase new handicaped bus for summer program 124300 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 Funding for college students to counsel families and students of Widener School about family and art therapy 67000 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 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. 7500 North Penn YMCA 2505 N Broad Street Suite 208 Colmar PA 18915 None Public Charity Purchase of ADA Compliant Aquatic chairlifts 24000 Pegasus Riding Academy 8297 Bustleton Avenue Philadelphia PA 19152 None Public Charity Widener Memorial School therapeutic riding program 25380 Please Touch Museum 4231 Avenue of the Republic Philadelphia PA 19131 None Public Charity Program costs for Play Without Boundaries and River Adventures 25000 Quest Therapeutic Services Inc 461 Cann Road West Chester PA 19382 None Public Charity Quest Scholarship Fund for hippotherapy sessions 25000 Roxborough Area YMCA 7201 Ridge Avenue Philadelphia PA 19128 None Public Charity Cost of sending 11 children to Camp Magic 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 95000 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 101186 Variety Club 1520 Locust Street Philadelphia PA 19102 None Public Charity Carousel House after-school program for Widener students 45000 YMCA of Brandywine Valley 1 E Chestnut Street West Chester PA 19380 None Public Charity Cost of a portable swim lift 7000 938866 0 14 24 14 226021 18 185498 0 411543 0 411543 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 609979 X 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). _____________________________________ See schedule 940901 1149617 See schedule 3719850 5251252 Ballard Spahr legal fees 36909 7382 29527 Accrued interest -897 -1281 -1281 PNC Checking Acct fees 11006 11006 0 2011 Foreign tax 2376 0 0 2011 Tax on investment income 1800 0 0