TY 2013 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2013

Open to Public Inspection

For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013

Name of foundation
Widener Memorial Foundation In Aid
of Handicapped Children

Number and street (or P.O. box number if mail is not delivered to street address)4060 Butler Pike Suite 225 Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Plymouth Meeting, PA19462

A Employer identification number

23-6267223

B Telephone number (see instructions)

(610) 825-8900

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$8,109,304J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	570,613
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	189,562		189,562
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		350,745
b	Gross sales price for all assets on line 6a 1,996,035
7	Capital gain net income (from Part IV, line 2)...			350,745
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,110,920		540,307
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		28,335	5,667	22,668
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		23,635	23,635	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)		29,408	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	81,378		29,302	22,668
25	Contributions, gifts, grants paid........	1,003,980			1,003,980
26	Total expenses and disbursements. Add lines 24 and 25	1,085,358		29,302	1,026,648
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	25,562
b	Net investment income (if negative, enter -0-)			511,005
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2013)

Form 990-PF (2013)

Page 2

Part II		Balance Sheets	Attached schedules and amounts in the description column should be for end-of-year amounts only. (See instructions.)	Beginning of year	End of year
Part II		Balance Sheets		(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............		75,740	110,477	110,477
	2	Savings and temporary cash investments..........		490,583	237,271	237,271
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........		5,231,141	6,013,446	7,761,059
	c	Investments—corporate bonds (attach schedule)........		526,942	0	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		416	497	497
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)		6,324,822	6,361,691	8,109,304
		17	Accounts payable and accrued expenses..........
18		Grants payable...................
19		Deferred revenue..................
20		Loans from officers, directors, trustees, and other disqualified persons
21		Mortgages and other notes payable (attach schedule)......
22		Other liabilities (describe )
23		Total liabilities (add lines 17 through 22)..........		0	0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........		-5,907	-5,907
	28	Paid-in or capital surplus, or land, bldg., and equipment fund		0	0
	29	Retained earnings, accumulated income, endowment, or other funds		6,330,729	6,367,598
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................		6,324,822	6,361,691
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................		6,324,822	6,361,691

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	6,324,822
2	Enter amount from Part I, line 27a.....................	2	25,562
3	Other increases not included in line 2 (itemize)	3	11,307
4	Add lines 1, 2, and 3..........................	4	6,361,691
5	Decreases not included in line 2 (itemize)	5	0
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	6,361,691

Form 990-PF (2013)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	105 shs Agrium Inc	P	2012-12-03	2013-03-20
b	5 shs Alexion Pharm	P	2012-12-05	2013-07-29
c	5 shs Alexion Pharm	P	2012-12-05	2013-07-29
d	10 shs Alexion Pharm	P	2012-12-05	2013-07-30
e	5 shs Alexion Pharm	P	2012-12-05	2013-11-12
	8 shs Allergan Inc	P	2012-12-05	2013-05-16
	4 shs Allergan Inc	P	2012-12-05	2013-05-16
	6 shs Allergan Inc	P	2012-12-05	2013-05-17
	5 shs Allergan Inc	P	2012-12-05	2013-05-17
	4 shs Allergan Inc	P	2012-12-05	2013-05-20
	8 shs Allergan Inc	P	2012-12-05	2013-05-21
	5 shs Allergan Inc	P	2012-12-05	2013-05-22
	7 shs Allergan Inc	P	2012-12-05	2013-06-18
	2 shs Allergan Inc	P	2012-12-05	2013-06-18
	8 shs Allergan Inc	P	2012-12-05	2013-06-19
	5 shs Allergan Inc	P	2012-12-05	2013-06-20
	2 shs Allergan Inc	P	2012-12-05	2013-06-20
	5 shs Allergan Inc	P	2012-12-05	2013-06-21
	7 shs Allergan Inc	P	2012-12-05	2013-06-21
	4 shs Allergan Inc	P	2012-12-05	2013-06-24
	14 shs Allergan Inc	P	2012-12-05	2013-10-15
	19 shs Allergan Inc	P	2012-12-05	2013-10-16
	10 shs Allergan Inc	P	2012-12-05	2013-10-17
	8 shs Allergan Inc	P	2012-12-05	2013-10-17
	10 shs Allergan Inc	P	2012-12-05	2013-10-18
	9 shs Allergan Inc	P	2012-12-05	2013-10-21
	3 shs Allergan Inc	P	2012-12-05	2013-10-25
	8 shs Allergan Inc	P	2012-12-05	2013-10-25
	3 shs Allergan Inc	P	2012-12-05	2013-10-25
	6 shs Allergan Inc	P	2012-12-05	2013-10-28
	8 shs Allergan Inc	P	2012-12-05	2013-10-28
	13 shs Allergan Inc	P	2012-12-05	2013-10-29
	7 shs Allergan Inc	P	2012-12-05	2013-10-30
	6 shs Allergan Inc	P	2012-12-05	2013-10-31
	8 shs Allergan Inc	P	2012-12-05	2013-11-01
	7 shs Allergan Inc	P	2012-12-05	2013-11-04
	4 shs Allergan Inc	P	2012-12-05	2013-11-05
	5 shs Allergan Inc	P	2012-12-05	2013-11-06
	5 shs Allergan Inc	P	2012-12-05	2013-11-06
	2 shs Allergan Inc	P	2012-12-05	2013-11-07
	9 shs Amazon Com INC	P	2012-12-05	2013-07-29
	6 shs Amazon Com INC	P	2012-12-05	2013-07-30
	12 shs Amazon Com INC	P	2012-12-05	2013-10-15
	10 shs Amazon Com INC	P	2012-12-05	2013-10-16
	3 shs Amazon Com INC	P	2012-12-05	2013-11-12
	50 shs American Express Co	P	2012-12-03	2013-07-01
	27 shs Anheuser Busch INBEV	P	2012-12-03	2013-02-08
	143 shs Anheuser Busch INBEV	P	2012-12-03	2013-02-08
	18 shs Apple INC	P	2012-12-05	2013-02-01
	2 shs Apple INC	P	2012-12-05	2013-02-14
	3 shs Apple INC	P	2012-12-05	2013-02-19
	2 shs Apple INC	P	2012-12-05	2013-02-20
	12 shs Apple INC	P	2012-12-05	2013-03-21
	9 shs Apple INC	P	2012-12-05	2013-03-26
	4 shs Apple INC	P	2012-12-05	2013-03-27
	4 shs Apple INC	P	2012-12-05	2013-03-28
	6 shs Apple INC	P	2012-12-05	2013-04-02
	15 shs Apple INC	P	2012-12-05	2013-04-05
	15 Arm Holdings PLC Sponsored ADR	P	2013-01-08	2013-11-12
	70 Astrazeneca PLC Spons ADR	P	2012-12-06	2013-12-05
	5 shs Athenahealth INC	P	2012-12-05	2013-11-12
	51 shs Avnet Inc	P	2013-03-06	2013-11-18
	39 shs Avnet Inc	P	2013-03-06	2013-11-19
	75 shs Avnet Inc	P	2013-03-06	2013-11-26
	45 shs Avnet Inc	P	2013-03-06	2013-11-27
	50 shs Avnet Inc	P	2013-03-06	2013-11-27
	5 shs Avnet Inc	P	2013-08-20	2013-11-29
	55 shs Avnet Inc	P	2013-03-07	2013-11-29
	48 shs Avnet Inc	P	2013-08-20	2013-12-02
	82 shs Avnet Inc	P	2013-08-20	2013-12-02
	218 shs BCE Inc ISIN CA05534B7604	P	2012-12-06	2013-01-10
	62 shs BCE INC ISIN CA05534B7604	P	2012-12-06	2013-09-17
	5 shs Baudu INC	P	2013-06-17	2013-11-12
	190 shs Baxter International INC	P	2013-08-08	2013-12-30
	9 shs Biomarin Pharm	P	2012-12-05	2013-09-11
	9 shs Biomarin Pharm	P	2012-12-05	2013-09-12
	7 shs Biomarin Pharm	P	2012-12-05	2013-09-13
	5 shs Biomarin Pharm	P	2012-12-05	2013-11-12
	3 shs Biogen IDEC Inc	P	2013-03-06	2013-11-12
	80 shs Boeing Co	P	2012-12-03	2013-02-15
	2 shs Borg Warner INC.	P	2012-11-16	2013-05-15
	13 shs Borg Warner INC.	P	2012-11-16	2013-10-10
	225 shs Bristol Myers Squibb Co.	P	2012-12-06	2013-06-05
	149 shs Bristol Myers Squibb Co.	P	2012-12-06	2013-07-08
	10 shs CF Industries Holdings INC	P	2012-12-03	2013-01-22
	45 shs CF Industries Holdings	P	2012-12-03	2013-10-29
	25 shs CME Group Inc A Deriv Exc	P	2012-10-26	2013-10-17
	29 shs CST Brands Inc	P	2013-02-05	2013-05-08
	.443 CST Brands INC	P	2013-02-05	2013-05-13
	122 shs Cameron Intl Corp	P	2012-11-01	2013-10-28
	165 shs Capital One Financial Corp	P	2012-12-03	2013-01-22
	454 shs Centurylink INC	P	2012-12-06	2013-02-15
	7 shs Cerner Corp	P	2012-12-05	2013-07-08
	6 shs Cerner Corp	P	2012-12-05	2013-07-09
	1 shs Cerner Corp	P	2012-12-05	2013-07-09
	8 shs Cerner Corp	P	2012-12-05	2013-07-10
	17 shs Cerner Corp	P	2012-12-05	2013-07-11
	16 shs Cerner Corp	P	2012-12-05	2013-07-12
	7 shs Cerner Corp	P	2012-12-05	2013-07-15
	3 shs Cerner Corp	P	2012-12-05	2013-07-16
	10 shs Cerner Corp	P	2012-12-05	2013-11-12
	70 shs Chevron Corp	P	2012-12-03	2013-08-27
	50 shs Chevron Corp	P	2012-12-03	2013-10-28
	2 shs Chipotle Mexican Grill CL A	P	2012-12-05	2013-04-02
	4 shs Chipotle Mexican Grill CL A	P	2012-12-05	2013-10-15
	5 shs Chipotle Mexican Grill CL A	P	2012-12-05	2013-10-16
	2 shs Chipotle Mexican Grill CL A	P	2012-12-05	2013-11-12
	35 Cisco Systems INC	P	2012-12-03	2013-09-24
	230 shs Cisco Systems INC	P	2012-12-03	2013-11-18
	25 shs CitiGroup INC	P	2012-12-03	2013-09-24
	20 shs Coach INC	P	2012-12-05	2013-03-06
	11 shs Coach INC	P	2012-12-05	2013-03-06
	14 shs Coach INC	P	2012-12-05	2013-03-07
	9 shs Coach Inc	P	2012-12-05	2013-03-07
	114 shs Coach INC	P	2012-12-05	2013-03-08
	20 shs Coach INC	P	2012-12-05	2013-03-08
	23 shs Coach INC	P	2012-12-05	2013-03-11
	11 shs Coach INC	P	2012-12-05	2013-03-12
	18 shs Coach INC	P	2012-12-05	2013-03-13
	145 shs Comcast Corp. CL A	P	2012-12-03	2013-10-22
	121 shs Conagra Foods Inc	P	2013-02-08	2013-09-09
	334 shs Conagra Foods Inc	P	2013-02-08	2013-09-09
	109 shs D R Horton INC	P	2013-03-13	2013-12-17
	56 shs D R Horton INC	P	2013-03-13	2013-12-17
	66 shs D R Horton INC	P	2013-03-13	2013-12-17
	68 shs D R Horton Inc	P	2013-03-13	2013-12-18
	57 shs D R Horton Inc	P	2013-03-13	2013-12-18
	84 shs D R Horton Inc	P	2013-03-13	2013-12-18
	185 shs E M C Corp Mass	P	2012-12-03	2013-02-21
	430 shs E M C Corp Mass	P	2012-12-03	2013-11-26
	20 shs E M C Corp Mass	P	2012-12-03	2013-11-26
	38 shs Eastman Chem Co	P	2012-12-03	2013-06-04
	127 shs Eastman Chem Co	P	2012-12-03	2013-06-04
	45 shs Eastman Chem Co	P	2012-12-03	2013-06-05
	105 shs Ebay Inc	P	2012-12-03	2013-03-06
	140 shs Edison Intl	P	2013-04-26	2013-08-08
	140 shs Edison Intl	P	2013-04-30	2013-08-09
	23 shs Equity Residential PPTTYS	P	2012-12-03	2013-02-08
	137 shs of Equity Residential PPTTYS	P	2012-12-03	2013-02-08
	25 shs FMC Corp New	P	2012-12-03	2013-01-22
	70 shs FMC Corp New	P	2012-12-03	2013-01-23
	26 shs FMC Corp New	P	2012-12-03	2013-01-24
	34 shs FMC Corp New	P	2012-12-03	2013-01-24
	10 shs FMC Tech INC	P	2012-12-05	2013-11-12
	20 shs Facebook Inc A	P	2012-12-05	2013-11-12
	5 shs F5 Networks Inc	P	2012-12-05	2013-04-02
	2 shs F5 Networks Inc	P	2012-12-05	2013-06-19
	6 shs F5 Networks Inc	P	2012-12-05	2013-06-20
	7 shs F5 Networks Inc	P	2012-12-05	2013-06-21
	6 shs F5 Networks Inc	P	2012-12-05	2013-06-24
	1 shs F5 Networks Inc	P	2012-12-05	2013-06-25
	5 shs F5 Networks Inc	P	2012-12-05	2013-06-25
	6 shs F5 Networks Inc	P	2012-12-05	2013-06-26
	7 shs F5 Networks Inc	P	2012-12-05	2013-06-27
	6 shs F5 Networks Inc	P	2012-12-05	2013-06-28
	10 shs F5 Networks Inc	P	2012-12-05	2013-07-01
	9 shs F5 Networks Inc	P	2012-12-05	2013-07-02
	6 shs F5 Networks Inc	P	2012-12-05	2013-07-03
	4 shs F5 Networks Inc	P	2012-12-05	2013-07-03
	8 shs F5 Networks Inc	P	2012-12-05	2013-07-05
	8 shs F5 Networks Inc	P	2012-12-05	2013-07-08
	3 shs shs F5 Networks Inc	P	2012-12-05	2013-07-09
	13 shs F5 Networks Inc	P	2012-12-05	2013-07-09
	1 shs F5 Networks Inc	P	2012-12-05	2013-07-10
	13 shs F5 Networks Inc	P	2012-12-05	2013-07-10
	13 shs F5 Networks Inc	P	2012-12-05	2013-07-10
	6 shs F5 Networks Inc	P	2012-12-05	2013-07-11
	375 shs Ford Motor Company	P	2013-07-22	2013-12-30
	810 shs Ford Motor Company	P	2013-07-22	2013-12-30
	40 shs Gannett Inc	P	2012-12-03	2013-05-15
	50 shs Gannett Inc	P	2012-12-03	2013-05-15
	300 shs Gannett Inc	P	2012-12-03	2013-05-16
	40 shs Gannett Inc	P	2012-12-03	2013-05-16
	113 shs Gannett Inc	P	2012-12-03	2013-05-17
	27 shs Gannett Inc	P	2012-12-03	2013-05-17
	102 shs Glaxo Smithkline ADR	P	2012-12-06	2013-04-18
	4 shs Google Inc CL A	P	2012-12-05	2013-06-24
	4 shs Google Inc CL A	P	2012-12-05	2013-07-29
	322 shs Heinz H J Co	P	2012-12-06	2013-02-15
	45 shs Hershey Foods Corp	P	2012-12-03	2013-08-29
	470 Hertz Global Holdings Inc	P	2013-04-08	2013-11-01
	7 shs Intercont Exc Inc	P	2012-12-05	2013-01-08
	3 shs Intercont Exc Inc	P	2012-12-05	2013-01-08
	7 shs Intercont Exc Inc	P	2012-12-05	2013-01-09
	3 shs Intercont Exc Inc	P	2012-12-05	2013-01-09
	5 shs Interc Exc Inc	P	2012-12-05	2013-01-25
	5 shs Interc Exc Inc	P	2012-12-05	2013-01-25
	4 shs Interc Exc Inc	P	2012-12-05	2013-01-28
	29 shs Interc Exc Inc	P	2012-12-05	2013-01-28
	6 shs Interc Exc Inc	P	2012-12-05	2013-01-29
	3 shs Intercont Exc Inc	P	2012-12-05	2013-01-29
	6 shs Interc Exc Inc	P	2012-12-05	2013-01-30
	7 shs Intercont Exc Inc	P	2012-12-05	2013-01-30
	3 shs Intercont Exc Inc	P	2012-12-05	2013-01-31
	2 shs Intercont Exc Inc	P	2012-12-05	2013-01-31
	230 shs International Paper Co	P	2013-03-20	2013-09-19
	3 shs Intuitive Surgical Inc	P	2012-12-05	2013-11-12
	20 shs JP Morgan Chase & CO	P	2012-12-03	2013-09-24
	70 shs JP Morgan Chase & CO	P	2012-12-03	2013-10-09
	15 shs Jacobs Engineering Group	P	2013-12-15	2013-11-22
	53 shs Jacobs Engineering Group	P	2013-02-15	2013-11-22
	157 shs Jacobs Engineering Group	P	2013-02-19	2013-11-25
	15 shs Las Vegas Sands Corp	P	2012-12-05	2013-11-12
	189 shs Lilly Eli & Co	P	2012-12-06	2013-05-06
	125 shs Limited Inc	P	2012-12-03	2013-03-18
	20 shs Limited Inc	P	2012-12-03	2013-03-18
	150 shs Limited Inc	P	2012-12-03	2013-03-19
	115 M&T BK Corp	P	2012-12-03	2013-06-04
	400 Macy's Inc	P	2012-12-03	2013-08-20
	155 McCormick & Co Inc	P	2012-12-03	2013-01-29
	45 shs Merck & Co Inc	P	2012-12-03	2013-03-13
	145 shs Merck & Co Inc	P	2012-12-03	2013-03-13
	75 shs Microsoft Corp	P	2012-12-03	2013-07-22
	5.00165 shs Monsanto Co	P	2013-01-23	2013-07-25
	5 shs Monsanto Co	P	2013-07-08	2013-11-12
	310 shs Moody's Corp	P	2012-12-03	2013-02-08
	435 shs Mylan Inc	P	2012-12-03	2013-05-08
	42 shs National Grid PLC Sp ADR	P	2012-12-06	2013-09-13
	114 shs National oilwell	P	2012-12-03	2013-02-05
	16 shs National Oilwell	P	2012-12-03	2013-02-05
	10 shs National Oilwell	P	2012-12-05	2013-11-12
	15 shs Nike Inc Class B	P	2012-12-05	2013-11-12
	35 shs OGE Energy Corp	P	2012-12-03	2013-04-26
	55 shs OGE Energy Corp	P	2012-12-03	2013-04-29
	65 shs OGE Energy Corp	P	2012-12-03	2013-04-30
	40 shs OGE Energy Corp	P	2012-12-03	2013-05-01
	14 shs O Reilly Auto Inc	P	2012-07-30	2013-05-01
	230 shs Oracle Corp	P	2012-12-03	2013-07-22
	29 shs Pall Corp	P	2012-03-13	2013-02-11
	73 shs Pall Corp	P	2012-12-03	2013-04-08
	30 shs Pall Corp	P	2012-12-03	2013-04-08
	62 shs Pall Corp	P	2012-12-03	2013-04-09
	180 shs Phillip Morris Internat	P	2012-12-03	2013-05-13
	4 shs Praxair Inc	P	2012-12-05	2013-07-08
	4 shs Praxair Inc	P	2012-12-05	2013-07-09
	6 shs Praxair Inc	P	2012-12-05	2013-07-09
	4 shs Praxair Inc	P	2012-12-05	2013-07-10
	2 shs Praxair Inc	P	2012-12-05	2013-07-10
	4 shs Praxair Inc	P	2012-12-05	2013-07-11
	4 shs Praxair Inc	P	2012-12-05	2013-07-12
	5 shs Praxair Inc	P	2012-12-05	2013-07-15
	6 shs Praxair Inc	P	2012-12-05	2013-07-16
	6 shs Praxair Inc	P	2012-12-05	2013-07-17
	4 shs Praxair Inc	P	2012-12-05	2013-07-17
	3 shs Praxair Inc	P	2012-12-05	2013-07-18
	4 shs Praxair Inc	P	2012-12-05	2013-07-18
	5 shs Praxair Inc	P	2012-12-05	2013-07-19
	2 shs Praxair Inc	P	2012-12-05	2013-07-19
	3 shs Praxair Inc	P	2012-12-05	2013-07-22
	4 shs Praxair Inc	P	2012-12-05	2013-07-22
	5 shs Praxair Inc	P	2012-12-05	2013-07-23
	5 shs Praxair Inc	P	2012-12-05	2013-07-24
	5 shs Praxair Inc	P	2012-12-05	2013-07-24
	12 shs Praxair Inc	P	2012-12-05	2013-07-25
	2 shs Praxair Inc	P	2012-12-05	2013-07-25
	5 shs Praxair Inc	P	2012-12-05	2013-07-26
	4 shs Praxair Inc	P	2012-12-05	2013-07-26
	1 shs Praxair Inc	P	2012-12-05	2013-07-29
	5 shs Praxair Inc	P	2012-12-05	2013-07-29
	6 shs Praxair Inc	P	2012-12-05	2013-07-30
	7 shs Praxair Inc	P	2012-12-05	2013-07-31
	1 shs Praxair Inc	P	2012-12-05	2013-08-01
	7 shs Praxair Inc	P	2012-12-05	2013-08-02
	38 shs Qualcomm Inc	P	2012-12-05	2013-01-08
	40 shs Qualcomm Inc	P	2012-12-05	2013-01-09
	47 shs Qualcomm Inc	P	2012-12-05	2013-01-10
	61 shs Qualcomm Inc	P	2012-12-05	2013-04-26
	47 shs Qualcomm Inc	P	2012-12-05	2013-04-29
	11 shs Qualcomm Inc	P	2012-12-05	2013-04-29
	41 shs Qualcomm Inc	P	2012-12-05	2013-04-30
	1 shs Regeneron Pharm	P	2012-12-05	2013-01-31
	5 shs Regeneron Pharm	P	2012-12-05	2013-02-01
	5 shs Regeneron Pharm	P	2012-12-05	2013-02-07
	2 shs Regeneron Pharm	P	2012-12-05	2013-02-04
	4 shs Regeneron Pharm	P	2012-12-05	2013-02-05
	2 shs Regeneron Pharm	P	2012-12-05	2013-02-06
	6 shs Regeneron Pharm	P	2012-12-05	2013-02-07
	3 shs Regeneron Pharm	P	2012-12-05	2013-02-08
	5 shs Regeneron Pharm	P	2012-12-05	2013-02-11
	1 shs Regeneron Pharm	P	2012-12-05	2013-02-11
	62 shs RESMED Inc	P	2012-12-03	2013-02-15
	4 shs RESMED Inc	P	2012-12-03	2013-02-15
	69 shs RESMED Inc	P	2012-12-03	2013-02-19
	145 shs RESMED Inc	P	2012-12-03	2013-10-28
	140 shs RESMED Inc	P	2012-12-03	2013-10-29
	95 shs RObert Half International	P	2013-02-01	2013-05-01
	60 shs Robert Half INternational	P	2013-12-01	2013-05-01
	138 shs Robert Half International	P	2013-02-01	2013-05-02
	52 shs Robert Half International	P	2013-02-01	2013-05-02
	65 shs Rock-Tenn Co Cl A	P	2013-06-04	2013-11-07
	31 shs Rock-Tenn Co Cl A	P	2013-06-05	2013-11-07
	39 shs Rock-Tenn Co Cl A	P	2013-06-05	2013-11-08
	140 shs Ross Stores Inc	P	2012-12-03	2013-03-13
	30 shs Salesforce.com	P	2012-12-05	2013-11-12
	10 shs Schlumberger LTD	P	2012-12-05	2013-11-12
	5 shs Schwab Charles Corp	P	2013-07-29	2013-11-12
	15 shs JM Smucker Co	P	2013-09-09	2013-12-17
	95 shs JM Smucker Co	P	2013-09-09	2013-12-18
	15 shs Southwestern Energy Co	P	2012-12-05	2013-11-12
	5 shs Splunk Inc	P	2013-03-21	2013-11-12
	19 shs Starbucks Corp	P	2012-12-05	2013-07-29
	16 shs Starbucks Corp	P	2012-12-05	2013-07-30
	18 shs Starbucks Corp	P	2012-12-05	2013-07-31
	7 shs Starbucks Corp	P	2012-12-05	2013-08-01
	5 shs Starbucks Corp	P	2012-12-05	2013-11-12
	101 shs State STR Corp	P	2013-02-08	2013-11-12
	74 shs State STR Corp	P	2013-02-08	2013-11-12
	400 shs Suncor Energy Inc ISIN	P	2012-12-03	2013-02-25
	30 shs Suncor Energy Inc ISIN	P	2012-12-03	2013-02-26
	90 shs Suncor Energy Inc ISIN	P	2012-12-03	2013-02-26
	5 shs Ulta Salon Cosmetics	P	2013-03-26	2013-11-12
	60 shs Union Pacific Corp	P	2012-12-03	2013-11-07
	190 shs Unitedhealth Group Inc	P	2012-12-03	2013-03-13
	265 shs Valero Refining & Marketing Co	P	2013-02-05	2013-07-25
	105 shs Verizon Communications	P	2013-05-15	2013-10-09
	5 shs Visa Inc Class A	P	2012-12-05	2013-03-21
	6 shs Visa Inc Class A	P	2012-12-05	2013-07-29
	4 shs Visa Inc Class A	P	2012-12-05	2013-07-30
	5 shs Visa Inc Class A	P	2012-12-05	2013-07-30
	10 shs Visa Inc Class A	P	2012-12-05	2013-11-12
	6 shs Visa Inc Class A	P	2012-12-05	2013-11-18
	7 shs Visa Inc Class A	P	2012-12-05	2013-11-18
	7 shs Visa Inc Class A	P	2012-12-05	2013-11-19
	109 shs Vodafone Group PLC Rev	P	2012-12-06	2013-12-05
	25 shs Wells Fargo & Co	P	2012-12-03	2013-09-24
	170 Whole Foods MKT	P	2012-12-03	2013-02-27
	361 shs Windstream Corp	P	2012-12-06	2013-06-05
	25 shs Wisconsin Energy Corp	P	2012-12-03	2013-09-24
	127 shs Accenture PLC Class A	P	2012-12-03	2013-07-01
	28 shs Accenture PLC Class A	P	2012-12-03	2013-07-01
	120 shs Covidien PLC ISIN	P	2012-12-03	2013-05-30
	105 shs Covidien PLC ISIn	P	2012-12-03	2013-05-30
	60 shs Covidien PLC ISIN	P	2012-12-03	2013-05-31
	175 shs ENSCO PLC Class A	P	2012-12-14	2013-09-04
	10 shs ASML Holdings NV-NY Sedol	P	2012-12-05	2013-07-29
	5 shs ASML Holdings NV_NY Sedol	P	2012-12-05	2013-11-12
	320 shs AT&T Inc	P	2006-05-26	2013-05-15
	350 shs AT&T Inc	P	2006-05-26	2013-05-15
	170 shs Altera Corp	P	2011-06-07	2013-08-29
	108 shs Altera Corp	P	2011-09-08	2013-11-15
	10 shs Apple Inc	P	2009-06-24	2013-02-21
	15 shs Apple Inc	P	2009-06-24	2013-03-06
	3 shs Becton Dickinson & Co	P	2011-06-07	2013-02-13
	52.854 shs Blackrock Funds	P	2009-04-13	2013-11-22
	9 shs CME Group Inc A	P	2012-03-27	2013-06-13
	20 shs CME Group Inc A	P	2012-03-27	2013-07-12
	36 shs CME Goup Inc A	P	2012-03-27	2013-10-17
	3 shs Cimarex Energy CO	P	2011-06-07	2013-02-13
	55 shs Cimarex Energy CO	P	2011-06-07	2013-02-19
	12 shs Cimarex Energy CO	P	2011-08-17	2013-10-28
	90 shs Coca-Cola Co	P	2007-02-02	2013-10-09
	115 shs Cooper Cos Inc	P	2012-12-03	2013-12-12
	5 shs Danaher Corp	P	2011-06-07	2013-02-13
	15 shs Danaher Corp	P	2011-06-07	2013-12-05
	24 shs Danaher Corp	P	2011-06-07	2013-12-16
	200000 shs Dow Chemical DEB	P	2000-09-06	2013-05-13
	2 shs Ecolab Inc	P	2011-08-11	2013-05-15
	7 shs Ecolab Inc	P	2011-08-11	2013-10-10
	32 shs Ecolab Inc	P	2011-08-11	2013-12-06
	135 shs Exxon Mobil Corp	P	1988-06-30	2013-05-01
	35 shs Exxon Mobil Corp	P	1988-06-30	2013-07-25
	70 shs Exxon Mobil Corp	P	1988-06-30	2013-08-27
	75000 GE Global Ins Hldg Corp Nt	P	2009-06-23	2013-05-13
	40 shs General Electric Co	P	1988-06-30	2013-09-24
	1 shs Google INC Cl A	P	2011-06-07	2013-01-17
	1 shs Google Inc CL A	P	2011-06-07	2013-06-14
	2 shs Google Inc CL A	P	2011-06-07	2013-07-02
	2 shs Google Inc CL A	P	2011-06-07	2013-07-12
	1 shs Google Inc CL A	P	2011-06-07	2013-12-05
	2 shs Grainger WW Inc	P	2011-06-07	2013-10-10
	2 shs Grainger W W Inc	P	2011-06-07	2013-12-05
	80 shs Home Depot Inc	P	2009-09-01	2013-03-13
	85 shs Home Depot Inc	P	2009-09-01	2013-10-22
	470 shs Intel Corp	P	2006-05-26	2013-07-22
	75 Int'l Business Machs Corp	P	2009-04-28	2013-10-21
	1994 shs Ishares MSCi EAFE Index Fund	P	2008-12-29	2013-05-13
	95 shs I Shares Tr S&P	P	2008-12-29	2013-11-22
	1 shs Mastercard Inc Cl A	P	2011-06-07	2013-06-14
	1 shs Mastercard Inc Cl A	P	2011-06-07	2013-12-05
	9 shs McCormick & Co Inc	P	2011-06-07	2013-05-01
	7 shs McCormick & Co Inc	P	2011-06-07	2013-06-12
	13 shs McCormick & Co Inc	P	2011-06-07	2013-12-06
	200000 shs Merrill Lynch Co Inc Nt	P	1999-02-16	2013-05-13
	8 shs Miller Herman Inc	P	2011-06-07	2013-02-13
	32 shs Miller Herman Inc	P	2011-06-07	2013-02-19
	6 shs National Instruments	P	2011-06-07	2013-02-13
	40 shs National Instruments	P	2011-06-07	2013-04-25
	26 shs National Instruments	P	2011-06-07	2013-06-10
	29 shs National Instruments	P	2011-06-07	2013-10-11
	17 shs Nike Inc Cl B	P	2012-12-05	2013-12-11
	15 shs Nike Inc Cl B	P	2012-12-05	2013-12-12
	14 shs Nike Inc Cl B	P	2012-12-05	2013-12-13
	14 shs Nike Inc Cl B	P	2012-12-05	2013-12-16
	1 shs Nike Inc Cl B	P	2012-12-05	2013-12-16
	4 shs Nike Inc Cl B	P	2012-12-05	2013-12-17
	14 shs Noble Energy Inc	P	2011-06-07	2013-07-19
	16 shs O Reilly Auto Inc	P	2012-07-30	2013-10-10
	10 shs O Reilly Auto Inc	P	2012-09-13	2013-12-05
	11 shs Pall Corp	P	2012-03-13	2013-12-05
	11 shs Pall Corp	P	2012-03-13	2013-12-16
	110 shs Pfizer Inc	P	1990-09-27	2013-07-01
	530 shs Pfizer Inc	P	1990-09-27	2013-08-29
	185 shs Pfizer Inc	P	1990-09-27	2013-08-30
	2 shs Praxair Inc	P	2011-06-07	2013-05-15
	16 shs Procter & Gamble Co	P	2011-06-07	2013-05-01
	7 shs Progressive Corp Ohio	P	2011-06-07	2013-02-13
	55 shs Progressive Corp Ohio	P	2011-06-07	2013-10-10
	15 shs Progressive Corp Ohio	P	2011-06-07	2013-12-05
	75000 shs Progressive Corp Ohio	P	2009-07-13	2013-05-13
	60 shs Qualcomm Inc	P	2009-09-01	2013-11-18
	15 shs Roche Holding LTD	P	2011-06-07	2013-05-22
	18 shs Salesforce.com	P	2012-12-05	2013-12-11
	2 shs Salesforce.com	P	2012-12-05	2013-12-12
	17 shs Salesforce.com	P	2012-12-05	2013-12-12
	13 shs Salesforce.com	P	2012-12-05	2013-12-13
	2 shs Salesforce.com	P	2012-12-05	2013-12-13
	13 shs Salesforce.com	P	2012-12-05	2013-12-16
	13 shs Scripps Network Interac	P	2011-06-07	2013-02-19
	11 shs Scripps Network Interac	P	2011-06-07	2013-05-01
	10 shs Scripps Network Interac	P	2011-06-07	2013-08-01
	16 shs Scripps Network Interac	P	2011-06-07	2013-10-10
	20 shs Scripps Network Interac	P	2011-06-07	2013-12-11
	14 shs JM Smucker Co	P	2011-06-07	2013-05-01
	11 shs JM Smucker Co	P	2011-06-07	2013-05-22
	17 shs Starbucks Corp	P	2012-12-05	2013-12-11
	5 shs Starbucks Corp	P	2012-12-05	2013-12-11
	8 shs Starbucks Corp	P	2012-12-05	2013-12-12
	8 shs State STR Corp	P	2011-06-07	2013-02-13
	3 shs State STR Corp	P	2011-06-07	2013-05-01
	2 shs State STR Corp	P	2011-06-07	2013-05-15
	.443 CST Brands INC	P	2011-06-07	2013-06-17
	83 shs Target Corp	P	2011-06-07	2013-08-06
	140 shs 3M Company	P	1988-06-30	2013-02-01
	2 shs 3M Company	P	2011-06-07	2013-02-13
	.664 shs Allegion PLC Sedol	P	2007-11-20	2013-12-06
	4 shs Covidien PLC Isin	P	2013-06-07	2013-02-13
	15 shs Mallinckrodt PLC Sedol	P	2011-06-07	2013-07-03
	.5 shs Mallinckrodt PLC Sedol	P	2011-06-07	2013-07-09
	115 shs Nabors Industries LTD	P	2007-11-20	2013-07-11
	75 shs Transocean LTD Sedol	P	2007-11-20	2013-09-24
	126 shs Transocean LTD Sedol	P	2011-11-10	2013-10-28
	Washington Mutual Inc	P	2001-01-01	2013-08-23
	Capital Gains Dividends	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,533	10,539	-6
b	552	473	79
c	550	473	77
d	1,155	945	210
e	571	473	98
	806	740	66
	402	370	32
	603	555	48
	502	463	39
	396	370	26
	788	740	48
	491	463	28
	708	648	60
	202	185	17
	802	740	62
	487	463	24
	195	185	10
	468	463	5
	649	648	1
	335	370	-35
	1,261	1,295	-34
	1,712	1,758	-46
	901	925	-24
	719	740	-21
	904	925	-21
	813	833	-20
	277	278	-1
	739	740	-1
	277	278	-1
	556	555	1
	741	740	1
	1,203	1,203	0
	643	648	-5
	546	555	-9
	724	740	-16
	630	648	-18
	357	370	-13
	444	463	-19
	443	463	-20
	178	185	-7
	2,774	2,287	487
	1,827	1,525	302
	3,693	3,049	644
	3,088	2,541	547
	1,049	762	287
	3,793	2,808	985
	2,322	2,387	-65
	12,269	12,642	-373
	8,171	9,863	-1,692
	933	1,096	-163
	1,374	1,644	-270
	907	1,096	-189
	5,432	6,576	-1,144
	4,161	4,932	-771
	1,813	2,192	-379
	1,784	2,192	-408
	2,597	3,288	-691
	6,335	8,219	-1,884
	667	587	80
	3,964	3,361	603
	660	331	329
	2,145	1,811	334
	1,598	1,385	213
	3,041	2,663	378
	1,803	1,598	205
	2,002	1,788	214
	200	199	1
	2,202	1,997	205
	1,923	1,907	16
	3,286	3,253	33
	9,274	9,337	-63
	2,615	2,655	-40
	755	480	275
	13,131	13,942	-811
	642	432	210
	643	432	211
	492	336	156
	301	240	61
	697	516	181
	5,992	5,934	58
	168	123	45
	1,319	800	519
	10,419	7,346	3,073
	6,549	4,865	1,684
	2,235	2,102	133
	9,689	9,457	232
	1,915	1,370	545
	924	1,035	-111
	13	16	-3
	6,572	6,208	364
	9,272	9,505	-233
	14,913	17,611	-2,698
	345	272	73
	286	233	53
	48	39	9
	381	311	70
	830	660	170
	791	621	170
	346	272	74
	148	117	31
	565	388	177
	8,334	7,334	1,000
	6,044	5,239	805
	646	532	114
	1,747	1,064	683
	2,184	1,330	854
	1,067	532	535
	846	668	178
	4,914	4,392	522
	1,229	858	371
	1,001	1,148	-147
	549	631	-82
	680	803	-123
	444	516	-72
	5,571	6,542	-971
	976	1,148	-172
	1,139	1,320	-181
	539	631	-92
	890	1,033	-143
	6,867	5,390	1,477
	4,065	4,037	28
	11,213	11,154	59
	2,061	2,612	-551
	1,059	1,342	-283
	1,249	1,581	-332
	1,336	1,629	-293
	1,107	1,366	-259
	1,668	2,013	-345
	4,313	4,603	-290
	10,124	10,698	-574
	472	498	-26
	2,733	2,297	436
	9,031	7,675	1,356
	3,119	2,720	399
	5,636	5,490	146
	6,890	7,523	-633
	6,890	7,494	-604
	1,278	1,272	6
	7,592	7,575	17
	1,533	1,351	182
	4,265	3,782	483
	1,594	1,405	189
	2,079	1,837	242
	490	415	75
	938	549	389
	448	467	-19
	150	187	-37
	438	561	-123
	499	654	-155
	410	561	-151
	68	93	-25
	343	467	-124
	412	561	-149
	486	654	-168
	417	561	-144
	698	934	-236
	625	841	-216
	416	561	-145
	277	374	-97
	554	748	-194
	549	748	-199
	206	280	-74
	900	1,215	-315
	70	93	-23
	921	1,215	-294
	931	1,215	-284
	454	561	-107
	5,756	6,388	-632
	12,376	13,439	-1,063
	865	724	141
	1,081	905	176
	6,284	5,427	857
	837	724	113
	2,404	2,044	360
	575	488	87
	5,158	4,424	734
	3,476	2,752	724
	3,546	2,752	794
	23,299	18,818	4,481
	4,114	3,284	830
	10,717	10,886	-169
	887	910	-23
	378	390	-12
	891	910	-19
	381	390	-9
	670	650	20
	671	650	21
	540	520	20
	3,918	3,770	148
	818	780	38
	410	390	20
	832	780	52
	973	910	63
	415	390	25
	276	260	16
	11,060	10,479	581
	1,188	1,573	-385
	1,013	819	194
	3,563	2,867	696
	903	738	165
	3,189	2,630	559
	9,320	7,845	1,475
	1,061	683	378
	10,344	9,329	1,015
	5,606	6,457	-851
	897	1,033	-136
	6,539	7,748	-1,209
	12,031	11,188	843
	18,125	15,338	2,787
	9,515	10,035	-520
	2,005	2,006	-1
	6,457	6,463	-6
	2,388	1,989	399
	504	515	-11
	542	496	46
	13,128	15,278	-2,150
	12,812	11,895	917
	2,466	2,376	90
	9,849	9,831	18
	1,097	1,092	5
	828	689	139
	1,152	734	418
	2,497	1,988	509
	3,952	3,124	828
	4,682	3,692	990
	2,861	2,272	589
	1,506	1,209	297
	7,321	7,451	-130
	1,972	1,708	264
	4,849	4,356	493
	1,993	1,790	203
	4,094	3,700	394
	16,955	16,231	724
	463	424	39
	468	424	44
	703	636	67
	468	424	44
	234	212	22
	471	424	47
	469	424	45
	584	530	54
	695	636	59
	698	636	62
	465	424	41
	350	318	32
	467	424	43
	585	530	55
	234	212	22
	351	318	33
	467	424	43
	586	530	56
	590	530	60
	591	530	61
	1,421	1,273	148
	237	212	25
	592	530	62
	473	424	49
	119	106	13
	595	530	65
	722	636	86
	846	743	103
	120	106	14
	838	742	96
	2,430	2,426	4
	2,585	2,554	31
	3,041	3,001	40
	3,768	3,895	-127
	2,906	3,001	-95
	681	702	-21
	2,528	2,618	-90
	174	184	-10
	873	921	-48
	875	921	-46
	342	368	-26
	679	737	-58
	336	368	-32
	980	1,105	-125
	496	552	-56
	878	921	-43
	173	184	-11
	2,659	2,524	135
	172	163	9
	2,972	2,809	163
	7,227	5,902	1,325
	7,060	5,699	1,361
	3,011	3,372	-361
	1,880	2,130	-250
	4,322	4,867	-545
	1,633	1,831	-198
	6,219	6,443	-224
	2,981	3,073	-92
	3,681	3,866	-185
	7,759	7,909	-150
	1,701	1,169	532
	919	715	204
	119	110	9
	1,517	1,614	-97
	9,632	10,319	-687
	538	514	24
	305	193	112
	1,376	967	409
	1,157	815	342
	1,293	916	377
	508	356	152
	402	255	147
	7,066	5,713	1,353
	5,219	4,186	1,033
	12,393	13,048	-655
	903	979	-76
	2,706	2,936	-230
	638	394	244
	9,268	7,300	1,968
	10,358	10,276	82
	9,438	11,087	-1,649
	4,866	5,615	-749
	796	739	57
	1,153	887	266
	768	592	176
	960	739	221
	1,974	1,479	495
	1,201	887	314
	1,400	1,035	365
	1,387	1,035	352
	4,009	2,822	1,187
	1,046	823	223
	14,444	15,704	-1,260
	2,855	2,955	-100
	1,035	935	100
	9,161	8,639	522
	2,034	1,905	129
	7,829	6,929	900
	6,820	6,063	757
	3,861	3,465	396
	9,522	10,024	-502
	892	619	273
	433	310	123
	12,046	8,178	3,868
	13,132	8,944	4,188
	6,018	7,744	-1,726
	3,501	3,762	-261
	4,456	1,366	3,090
	6,402	2,050	4,352
	265	256	9
	500	437	63
	650	531	119
	1,534	1,180	354
	2,758	2,040	718
	201	263	-62
	3,619	4,362	-743
	1,262	812	450
	3,333	2,171	1,162
	13,761	10,963	2,798
	304	261	43
	1,106	782	324
	1,795	1,251	544
	250,550	195,832	54,718
	177	91	86
	690	319	371
	3,344	1,471	1,873
	11,857	383	11,474
	3,324	99	3,225
	6,087	198	5,889
	98,138	59,518	38,620
	979	105	874
	714	520	194
	879	520	359
	1,766	1,040	726
	1,837	1,040	797
	1,056	520	536
	509	288	221
	510	288	222
	5,650	2,193	3,457
	6,356	2,330	4,026
	10,695	8,536	2,159
	12,989	7,683	5,306
	124,722	85,812	38,910
	10,128	3,919	6,209
	573	275	298
	754	275	479
	653	439	214
	499	342	157
	892	635	257
	238,704	197,039	41,665
	195	178	17
	795	713	82
	178	167	11
	1,216	1,112	104
	733	723	10
	887	806	81
	1,321	832	489
	1,144	734	410
	1,070	685	385
	1,074	685	389
	77	49	28
	307	196	111
	913	613	300
	1,989	1,375	614
	1,213	827	386
	904	648	256
	910	648	262
	3,066	620	2,446
	14,926	2,986	11,940
	5,221	1,042	4,179
	229	201	28
	1,240	1,043	197
	169	144	25
	1,477	1,132	345
	406	309	97
	95,312	74,553	20,759
	4,315	2,783	1,532
	985	650	335
	939	702	237
	102	78	24
	867	663	204
	665	507	158
	102	78	24
	661	507	154
	811	600	211
	742	508	234
	723	462	261
	1,218	739	479
	1,613	924	689
	1,436	1,093	343
	1,125	858	267
	1,311	865	446
	386	255	131
	613	407	206
	455	342	113
	174	128	46
	127	86	41
	6,533	3,994	2,539
	5,938	3,928	2,010
	14,213	1,499	12,714
	206	182	24
	27	19	8
	253	218	35
	638	590	48
	22	20	2
	1,683	3,133	-1,450
	3,347	8,378	-5,031
	6,123	6,300	-177
	278	25	253
	14,800		14,800

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-6
b			79
c			77
d			210
e			98
			66
			32
			48
			39
			26
			48
			28
			60
			17
			62
			24
			10
			5
			1
			-35
			-34
			-46
			-24
			-21
			-21
			-20
			-1
			-1
			-1
			1
			1
			0
			-5
			-9
			-16
			-18
			-13
			-19
			-20
			-7
			487
			302
			644
			547
			287
			985
			-65
			-373
			-1,692
			-163
			-270
			-189
			-1,144
			-771
			-379
			-408
			-691
			-1,884
			80
			603
			329
			334
			213
			378
			205
			214
			1
			205
			16
			33
			-63
			-40
			275
			-811
			210
			211
			156
			61
			181
			58
			45
			519
			3,073
			1,684
			133
			232
			545
			-111
			-3
			364
			-233
			-2,698
			73
			53
			9
			70
			170
			170
			74
			31
			177
			1,000
			805
			114
			683
			854
			535
			178
			522
			371
			-147
			-82
			-123
			-72
			-971
			-172
			-181
			-92
			-143
			1,477
			28
			59
			-551
			-283
			-332
			-293
			-259
			-345
			-290
			-574
			-26
			436
			1,356
			399
			146
			-633
			-604
			6
			17
			182
			483
			189
			242
			75
			389
			-19
			-37
			-123
			-155
			-151
			-25
			-124
			-149
			-168
			-144
			-236
			-216
			-145
			-97
			-194
			-199
			-74
			-315
			-23
			-294
			-284
			-107
			-632
			-1,063
			141
			176
			857
			113
			360
			87
			734
			724
			794
			4,481
			830
			-169
			-23
			-12
			-19
			-9
			20
			21
			20
			148
			38
			20
			52
			63
			25
			16
			581
			-385
			194
			696
			165
			559
			1,475
			378
			1,015
			-851
			-136
			-1,209
			843
			2,787
			-520
			-1
			-6
			399
			-11
			46
			-2,150
			917
			90
			18
			5
			139
			418
			509
			828
			990
			589
			297
			-130
			264
			493
			203
			394
			724
			39
			44
			67
			44
			22
			47
			45
			54
			59
			62
			41
			32
			43
			55
			22
			33
			43
			56
			60
			61
			148
			25
			62
			49
			13
			65
			86
			103
			14
			96
			4
			31
			40
			-127
			-95
			-21
			-90
			-10
			-48
			-46
			-26
			-58
			-32
			-125
			-56
			-43
			-11
			135
			9
			163
			1,325
			1,361
			-361
			-250
			-545
			-198
			-224
			-92
			-185
			-150
			532
			204
			9
			-97
			-687
			24
			112
			409
			342
			377
			152
			147
			1,353
			1,033
			-655
			-76
			-230
			244
			1,968
			82
			-1,649
			-749
			57
			266
			176
			221
			495
			314
			365
			352
			1,187
			223
			-1,260
			-100
			100
			522
			129
			900
			757
			396
			-502
			273
			123
			3,868
			4,188
			-1,726
			-261
			3,090
			4,352
			9
			63
			119
			354
			718
			-62
			-743
			450
			1,162
			2,798
			43
			324
			544
			54,718
			86
			371
			1,873
			11,474
			3,225
			5,889
			38,620
			874
			194
			359
			726
			797
			536
			221
			222
			3,457
			4,026
			2,159
			5,306
			38,910
			6,209
			298
			479
			214
			157
			257
			41,665
			17
			82
			11
			104
			10
			81
			489
			410
			385
			389
			28
			111
			300
			614
			386
			256
			262
			2,446
			11,940
			4,179
			28
			197
			25
			345
			97
			20,759
			1,532
			335
			237
			24
			204
			158
			24
			154
			211
			234
			261
			479
			689
			343
			267
			446
			131
			206
			113
			46
			41
			2,539
			2,010
			12,714
			24
			8
			35
			48
			2
			-1,450
			-5,031
			-177
			253
			14,800

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	350,745
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2012	966,992	7,051,077	0.137141
2011	964,472	7,013,037	0.137526
2010	869,006	6,416,573	0.135431
2009	903,452	5,557,228	0.162572
2008	941,811	7,418,509	0.126954

2	Total of line 1, column (d) ......................	2	0.699624
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.139925
4	Enter the net value of noncharitable-use assets for 2013 from Part X, line 5.....	4	7,612,039
5	Multiply line 4 by line 3.......................	5	1,065,115
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	5,110
7	Add lines 5 and 6.........................	7	1,070,225
8	Enter qualifying distributions from Part XII, line 4..............	8	1,026,648
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2013)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	10,220
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2............................	3	10,220
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	10,220
6	Credits/Payments:

a	2013 estimated tax payments and 2012 overpayment credited to 2013	6a	15,080
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	15,080
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,860
11	Enter the amount of line 10 to be: Credited to 2014 estimated tax4,860	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

John Hagerty Telephone no. bullet

(215) 836-7500

Located at bullet

4060 Butler PikePlymouth MeetingPA ZIP+4 bullet

19462

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country?

16 No

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the

foreign country bullet

Form 990-PF (2013)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2013?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2013, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2013?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2013.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2013)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Edith R Dixon	Trustee 0.05	0	0	0
4060 Butler Pike Suite 225 Plymouth Meeting,PA19462	Trustee 0.05	0	0	0
Peter M Mattoon	Trustee 0.05	0	0	0
1735 Market Street 51st fl Philadelphia,PA19103	Trustee 0.05	0	0	0
Bruce L Castor	Trustee 0.05	0	0	0
51st fl Philadelphia,PA19103	Trustee 0.05	0	0	0
Mark S DePillis	Trustee 0.05	0	0	0
1735 Market Street 51st fl Philadelphia,PA19103	Trustee 0.05	0	0	0
Edith D Miller	Trustee 0.05	0	0	0
11279 Old Harbour Road North Palm Beach,FL33408	Trustee 0.05	0	0	0
George W Dixon	Trustee 0.05	0	0	0
1212 Spyglass Lane Naples,FL34102	Trustee 0.05	0	0	0
Michael Clancy MD	Trustee 0.05	0	0	0
220 Commercial Drive Ft Washington,PA19034	Trustee 0.05	0	0	0
John Keleher	Trustee 0.05	0	0	0
4331 Trophy Drive Boothwyn,PA19061	Trustee 0.05	0	0	0
Linda Grobman	Trustee 0.00	0	0	0
1420 Locust Street Philadelphia,PA19102	Trustee 0.00	0	0	0
Edith D Miller	President 0.05	0	0	0
11279 Old Harbour Road Philadelphia,PA19462	President 0.05	0	0	0
Peter M Mattoon	Vice President 0.05	0	0	0
1735 Market Street 51st fl Philadelphia,PA19103	Vice President 0.05	0	0	0
George W Dixon	Secretary 0.05	0	0	0
1212 Spyglass Lane Naples,FL34102	Secretary 0.05	0	0	0
Edith R Dixon	Treasurer 0.05	0	0	0
4060 Butler Pike Suite 225 Plymouth Meeting,PA19462	Treasurer 0.05	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2013)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1


2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

Average of monthly cash balances.......................

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

Minimum investment return. Enter 5% of line 5..................

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

380,602

Tax on investment income for 2013 from Part VI, line 5......

10,220

Income tax for 2013. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

10,220

Distributable amount before adjustments. Subtract line 2c from line 1............

370,382

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

370,382

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

370,382

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2013)

Page 8

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2012	(c) 2012	(d) 2013
1 Distributable amount for 2013 from Part XI, line 7				370,382
2 Undistributed income, if any, as of the end of 2013:
a Enter amount for 2012 only.......			257,053
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2013:
a From 2008.......
b From 2009.......
c From 2010.......
d From 2011.......
e From 2012.......
fTotal of lines 3a through e.........	0
4Qualifying distributions for 2013 from Part
XII, line 4: $ 1,026,648
a Applied to 2012, but not more than line 2a			257,053
b Applied to undistributed income of prior years (Election required—see instructions)......		0
c Treated as distributions out of corpus (Election required—see instructions).........	769,595
d Applied to 2013 distributable amount.....				0
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2013.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	769,595
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 ..........				370,382
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............	769,595
8Excess distributions carryover from 2008 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2009....
b Excess from 2010....
c Excess from 2011....
d Excess from 2012....
e Excess from 2013....

Form 990-PF (2013)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2013, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2013	(b) 2012	(c) 2011	(d) 2010	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ...........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

Edith R Dixon
4060 Butler Pike Suite 225
Plymouth Meeting,PA19462
(215) 825-8900

bThe form in which applications should be submitted and information and materials they should include:

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.

cAny submission deadlines:

Trustees normally meet in May and November.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

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.

Form 990-PF (2013)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
1812 Productions 525 South 4th St Suite 479 Philadelphia,PA19147	None	Public Charity	Actor/Educator salaries at Widener Memorial School.	3,000
Acting Without Boundaries 750 E Haverford Road Bryn Mawr,PA19010	None	Public Charity	Production costs involved in presenting two professional quality theater performance featuring children, teens and young adults with disabilities.	25,000
All Riders Up 265 Mattson Road Garnet Valley,PA19060	None	Public Charity	Cost of hydraulic lift to seat children on horses.	11,680
Awbury Arboretum Association One Awbury Road Philadelphia,PA19138	None	Public Charity	Cost of four passenger golf cart to transport disabled children to new modular classroom ($6,000) and funds to pave a 300-yard path to the building ($15,000).	21,000
Canine Partners P O Box 170 Cochranville,PA193300170	None	Public Charity	Cost of training a dog for the service of handicapped children.	25,000
Easter Seals of Southeastern PA 468 N Middletown Road Media,PA19063	None	Public Charity	Cost of replacing a wheelchair accessible bus.	76,000
Elwyn 111 Elwyn Road Elwyn,PA19063	None	Public Charity	Cost of ball and rifton chairs, rock climbing walls, pre-vocational supplies designed to fit wheelchairs, cause and effect toys, scooter board ramp slides and medicine balls.	27,500
Hammerheads Sled Hockey Association 8 Briar Road Oreland,PA19075	None	Public Charity	Costs of ice time and equipment	15,000
Kardon Institute for Arts Therapy 10700 Knights Road Philadelphia,PA19114	None	Public Charity	To assist with cost of Widener Memorial School music, dance and summer programs as well as their Outreach program which provides creative arts therapy to agencies serving children and adolescents with special needs.	40,000
LaSalle University 1900 West Olney Avenue Philadelphia,PA19141	None	Public Charity	Cost of computer equipment, materials and supplies for direct educational activities, professional development supplies and stipends for the Technology Access Program.	40,000
Lower Merion Library Foundation 75 E Lancaster Avenue Ardmore,PA19003	None	Public Charity	To assist with the cost of ADA improvements to Ludington and Bala Cynwyd Libraries.	10,000
Magee Rehabilitation Foundation 1513 Race Street Philadelphia,PA19102	None	Public Charity	Cost of adaptive devices that facilitate use of computers by physically disabled adolescents.	15,000
Morris Arboretum 100 E Northwestern Ave Philadelphia,PA19118	None	Public Charity	Renovation of G D Widener Education Center to make it ADA compliant.	50,000
MusicWorks 2050 West Chester Pike Havertown,PA19083	None	Public Charity	Cost of new IPads with music applications to be used in music therapy sessions.	6,800
North Penn YMCA 2506 N Broad Street Suite 208 Colmar,PA18915	None	Public Charity	Funding to purchase a Quadriciser and a Nu Step Recumbent Unit.	20,000
Pegasus Riding Academy 8297 Bustleton Avenue Philadelphia,PA19152	None	Public Charity	Funding for six students from Widener Memorial School for 47 weeks of therapeutic riding lessons.	25,380
Pegasus Therapeutic Riding Academy 8297 Bustleton Avenue Philadelphia,PA19152	None	Public Charity	Funding for partial roof replacement for indoor riding arena.	14,000
Philadelphia Ronald McDonald House 2925 Chestnut Street Philadelphia,PA19104	None	Public Charity	Funding for installation of automatic front doors at the Front & Erie Location.	7,500
Philadelphia Society for the Preservation of Landmarks 321 South 4th Street Philadelphia,PA19106	None	Public Charity	Cost of redesign and development of participatory lessons for children with physical disabilities.	8,420
PhiladelphiaDelaware Valley Muscular Dystrophy Assoc 600 Reed Road 104 Broomall,PA19008	None	Public Charity	Funds will assist with Summer Camp program.	25,000
Please Touch Museum 4321 Avenue of the Republic Philadelphia,PA19131	None	Public Charity	Partial funding for installation of automatic doors.	10,000
Quest Therapeutic Services Inc 461 Cann Road West Chester,PA19382	None	Public Charity	Quest Scholarship Fund for hippotherapy sessions.	20,000
Roxborough YMCA 7201 Ridge Avenue Philadelphia,PA19128	None	Public Charity	Cost of funding summer Camp Magic program ($25,000) plus cost of ne pool lift ($5,000).	30,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Widener Memorial School student activities	54,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Widener Memorial School Volunteer/Discretionary Program	21,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Widener Memorial School summer program.	120,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Widener Memorial School Dixon Technology Laboratory.	15,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Program of services for handicapped children	100,000
School District of Philadelphia 21st Street The Parkway Philadelphia,PA19103	None	Public Charity	Additional funding to make bathrooms handicapped accessible.	104,000
St Edmond's Home for Children 320 S Robert Road Rosemont,PA19010	None	Public Charity	Cost ofphysical therapy equipment including a pre-wheelchair mobility aid, a gait trainer and three adaptive tricycles.	13,700
Variety Club 1520 Locust Street Philadelphia,PA19102	None	Public Charity	Carousel House after-school program for Widener students	50,000
Total ................................. 3a				1,003,980

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2013)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............
4 Dividends and interest from securities....			14	189,562
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	350,745
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		540,307	0

13Total. Add line 12, columns (b), (d), and (e)..................

13540,307

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2013)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2013)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization Widener Memorial Foundation In Aid of Handicapped Children

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	Widener Memorial School Endowment PNC Advisors 1600 Market Street Philadelphia, PA19103	$570,613	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Name of organization Widener Memorial Foundation In Aid of Handicapped Children

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2013 Foreign tax	3,197	0		0
2012 Tax on investment income	11,131	0		0
2013 Tax on investment income	15,080	0		0