TY 2014 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.
bullet

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

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

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

$8,073,367J 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)..............	607,918
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	214,660		214,660
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		630,223
b	Gross sales price for all assets on line 6a 2,665,224
7	Capital gain net income (from Part IV, line 2)...			630,223
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........	1,452,801		844,883
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).........		23,243	4,649	18,594
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		22,218	22,218	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		3,298	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..........	48,759		26,867	18,594
25	Contributions, gifts, grants paid........	1,077,995			1,077,995
26	Total expenses and disbursements. Add lines 24 and 25	1,126,754		26,867	1,096,589
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	326,047
b	Net investment income (if negative, enter -0-)			818,016
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	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...............	110,477	27,066	27,066
	2	Savings and temporary cash investments..........	237,271	786,804	786,804
	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)........	6,013,446	5,850,831	7,249,111
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	0	8,147	10,386
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	497	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,361,691	6,672,848	8,073,367
	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	6,367,598	6,678,755
	30	Total net assets or fund balances (see instructions)......	6,361,691	6,672,848
	31	Total liabilities and net assets/fund balances (see instructions)..	6,361,691	6,672,848

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	6,361,691
2	Enter amount from Part I, line 27a.....................	2	326,047
3	Other increases not included in line 2 (itemize)	3	0
4	Add lines 1, 2, and 3..........................	4	6,687,738
5	Decreases not included in line 2 (itemize)	5	14,890
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	6,672,848

Form 990-PF (2014)

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
1 a	Publicly traded securities	P
b	Publicly traded securities-WASH	P
c	Publicly traded securities	P
d	Publicly traded securities-WASH	P
e	Publicly traded securities	P
	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	572,544	517,661	54,883
b			761
c	2,016,116	1,512,972	503,144
d			447
e	10,019	5,576	4,443
	66,545		66,545

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			54,883
b			761
c			503,144
d			447
e			4,443
			66,545

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	630,223
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 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))
2013	1,026,648	7,612,039	0.134872
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

2	Total of line 1, column (d) ......................	2	0.707542
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	0.141508
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	7,980,305
5	Multiply line 4 by line 3.......................	5	1,129,277
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	8,180
7	Add lines 5 and 6.........................	7	1,137,457
8	Enter qualifying distributions from Part XII, line 4..............	8	1,096,589
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 (2014)

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	16,360
	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	16,360
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	16,360
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	10,240
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	6,120
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	16,360
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8	4
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	4
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax	Refunded	11

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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

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

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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

(610) 825-8900

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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

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 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 2014?.............

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 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............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 2014 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 2014.)....................

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 2014?

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 4945(d)(4)(A)? (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 (2014)

Page 7

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
1735 Market Street 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 (2014)

Page 8

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 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...................

8,023,005

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

78,827

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

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

8,101,832

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.........................

8,101,832

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

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

121,527

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

7,980,305

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

399,015

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....................

399,015

Tax on investment income for 2014 from Part VI, line 5......

16,360

Income tax for 2014. (This does not include the tax from Part VI.)...

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

16,360

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

382,655

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

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

382,655

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

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

382,655

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 ..........

1,096,589

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

1,096,589

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..............

1,096,589

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 (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2013	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7				382,655
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......			370,382
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........	0
4Qualifying distributions for 2014 from Part
XII, line 4: $ 1,096,589
a Applied to 2013, but not more than line 2a				370,382
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions).........	607,918
d Applied to 2014 distributable amount.....				118,289
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2014.	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	607,918
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 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........				264,366
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	607,918
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...	0
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....

Form 990-PF (2014)

Page 10

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 2014, 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) 2014	(b) 2013	(c) 2012	(d) 2011	(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 (2014)

Page 11

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 421 North 7th Street Philadelphia,PA19123	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 for theater performance about disability awareness featuring disabled children and young adults.	25,000
Cabrini College 610 King of Prussia Road Radnor,PA19087	None	Public Charity	Cost of upgrading accessability by adding handicapped accessible doors and replacing several elevator doors.	86,660
Canine Partners P O Box 170 Cochranville,PA19330	None	Public Charity	Cost of pairing a disabled young person with a dog that has been trained to aid such a person.	25,000
Delaware Valley Muscular Dystrophy 600 Reed Road Suite 104 Broomall,PA19008	None	Public Charity	Cost of sending 30 children to summer camp at no cost.	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 a wheelchair-accessible bus to transport students of the Davidson School.	60,000
Hammerheads Sled Hockey Association 8 Briar Road Oreland,PA19075	None	Public Charity	Costs of ice time and equipment.	15,000
LaSalle University 1900 West Olney Avenue Philadelphia,PA19141	None	Public Charity	Cost of materials and supplies for educational activities and technology access programs for Widener Memorial School.	44,600
Magee Rehabilitation Foundation 1513 Race Street Philadelphia,PA19102	None	Public Charity	Cost of funding a support group for young people with spinal injuries.	7,500
MusicWorks 2050 West Chester Pike Havertown,PA19083	None	Public Charity	Cost of new equipment such as a digital recorder, Dragon Dictate software and printers for administrative tracking of students.	6,100
Nemours - Shands House 1600 Rockland Road Wilmington,DE19803	None	Public Charity	Cost of adaptive fitness programs for children with sports concussions or cerebral palsy.	20,000
PA School for the Deaf 100 West School HOuse Lane Philadelphia,PA19144	None	Public Charity	Cost of Special Needs Sensory Tools.	18,500
Pegasus Riding Academy 8297 Bustleton Avenue Philadelphia,PA19152	None	Public Charity	Cost of providing therapeutic riding lessons for students from Widener Memorial School.	34,740
Philadelphia Society for the Preservation of Landmarks 321 South 4th Street Philadelphia,PA19106	None	Public Charity	Cost of garden workshops for disabled children including "Pollinators and Beneficial Bugs" and "The Secret Garden".	8,640
Quest Therapeutic Services Inc 421 North 7th Street West Chester,PA19382	None	Public Charity	Quest Scholarship Fund for hippotherapy sessions.	25,000
Roxborough YMCA 7201 Ridge Avenue Philadelphia,PA19128	None	Public Charity	Cost of summer Camp Magic program ($25,000) plus cost of seasonal staff person to care for campers ($3,750).	28,750
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.	96,005
Settlement Music School P O Box 63966 Philadelphia,PA19147	None	Public Charity	Cost of providing therapy for children at Widener mMorial School.	40,000
Variety Club 1520 Locust Street Philadelphia,PA19102	None	Public Charity	Cost of after-school program for Widener students	65,000
Vinceremos Therapeutic Riding Center 13300 6th Court North Loxahatchee,FL33470	None	Public Charity	Cost of new stable for therapeutic horses and conversion of old building into video and library area for staff.	50,000
Woods Services Foundation P O Box 36 Langhorne,PA19047	None	Public Charity	Cost of special shoes and equipment to increase the strength, mobility and independence of special needs children.	7,500
Total ................................. 3a				1,077,995

bApproved for future payment

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

Form 990-PF (2014)

Page 12

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	214,660
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	630,223
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		844,883	0

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

13844,883

(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 (2014)

Page 13

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) 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 (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

Widener Memorial Foundation In Aid
of Handicapped Children

Employer identification number

23-6267223

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

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	$607,918	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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
Widener Memorial Foundation In Aid
of Handicapped Children

Employer identification number

23-6267223

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2014 DistributionFromCorpusElection

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Election:

Under Sec. 4942(h)(2) of the Internal Revenue Code of 1986, the Foundation hereby elects to treat $607,918. of the amount of qualifying distributions made in 2014 as a distribution out of corpus. This is in conformity with the requirements of Sec. 4942(g)(3)(a). _____________________________________

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M Co.	6,803	11,667
Abbott Laboratories Inc.	7,372	8,959
Abbvie Inc.	0	0
Ace Limited	10,633	12,062
Adobe Systems Inc	15,979	16,358
Aetna Inc.	11,506	16,434
Alexion Pharmaceuticals Inc.	7,564	14,802
Alibaba Group Holding	20,291	23,387
Alliance Data Systems Corp	6,795	8,295
Allegion PLC	0	0
Allergan Inc.	0	0
Allstate Corp	10,799	12,294
Altera Corp.	0	0
Altria Group Inc.	19,506	27,099
Amazon.Com	0	0
American Electric Power Inc.	2,544	3,582
American Express Co.	17,427	28,563
Amgen Inc	14,342	19,115
Apple Inc.	21,642	38,633
Arm Holdings PLC	12,147	13,659
Artisan Funds Inc.	120,000	114,936
ASG Global Alternatives Funds	200,000	199,115
ASML Holdings NV-NY	7,121	12,400
Astra Zeneca PLC	0	0
AT&T Inc.	12,427	11,992
Athenahealth Inc.	6,957	10,636
AXA	0	0
B/E Aerospace Inc.	0	0
Baidu Inc.	15,677	32,600
BASF SE	0	0
Baxter International Inc.	0	0
BCE Inc.	6,043	6,237
Becton Dickinson & Co.	14,027	22,266
Best Buy Inc.	0	0
BG Group PLC	0	0
BHP Billiton LTD	0	0
Biogen IDEC Inc.	10,285	19,009
Biomarin Pharmaceuticals Inc.	6,823	12,204
Blackrock Funds Internatioal Opportunites Portfolio	0	0
Blackrock Global Allocation Fund	204,337	207,008
Boeing Co.	6,305	11,048
Borg Warner Inc.	5,384	7,473
BP PLC	8,829	8,158
Bristol Myers Squibb Co.	0	0
British American Tobbacco PLC	0	0
Brookfield Asset Management	0	0
Canadian National Railway LTD	0	0
Canadian Natural Resources	0	0
Canadian Pacific Railway LTD	0	0
CBS Corp. Class "B"	0	0
Celgene Corp.	0	0
Cerner Corp.	8,351	13,902
Check Point Software Tech	8,100	9,036
Chevron Corp.	4,870	4,936
Chipoltle Mexican Grill	8,751	20,535
Chubb Corp.	0	0
Cigna Corp	14,237	15,437
Cimarex Energy Co.	2,665	3,816
Cisco Systems Inc.	13,917	16,689
Citigroup Inc.	0	0
Coca Cola Co.	4,988	5,193
Comcast Corp	11,736	16,533
ConocoPhillips Corp.	19,728	20,304
Constellatioon Brandsg	12,931	15,216
Core Laboratories	0	0
Costco Wholesale Corp.	6,807	8,363
Covidien PLC	0	0
CVS Caremark Corp.	9,076	16,854
Danaher Corp.	10,521	17,056
Delta Air Lines Inc.	4,449	10,084
Diageo PLC	0	0
Diamond Hill Long-Short Fund	152,634	204,100
Discover Financial	8,473	12,116
Disney Walt Co.	15,244	20,251
Dodge & Cox International	120,000	108,021
Dominion Resources Inc.	4,990	6,998
Dr. Pepper Snapple Group, Inc	9,650	10,752
Driehaus Active Income Fund	194,973	190,814
Duke Energy Holding Corp.	8,662	11,278
Eastmen Chemical Co	7,660	6,448
Eaton Corp.	0	0
Eaton Vance Global Macro Absolute Return Fund	203,668	196,167
Ebay Inc.	12,720	13,806
Ecolab Inc.	0	0
Ensco PLC	0	0
Ensign Energy Services Inc.	0	0
EOG Resouces Inc.	7,225	7,826
Exxon Mobil Corp	7,391	15,717
Facebook Inc.	10,821	30,428
Fifth Third Bancorp	0	0
Finning International Inc.	0	0
FMC Technologies Inc.	9,168	9,836
Foot Locker Inc	8,631	10,112
Ford Motor Co.	0	0
Franklin Resources Inc.	0	0
General Electric Co.	1,896	18,321
General Mills Inc	4,739	4,800
Gilead Sciences Inc	12,314	14,139
Glaxo SmithKline	12,967	11,412
Goldman Sachs Group Inc.	0	0
Google Inc.	27,569	39,689
Grainger W W Inc.	8,812	11,215
Halliburton Co.	0	0
HanesBrands Inc	8,162	12,278
Harbor International Fund	120,000	105,291
Harding Loevner Emerging Markets	100,035	87,133
HCA Holdings Inc	12,470	14,311
HCP Inc. REIT	5,616	6,605
Health Care REIT Inc.	5,045	6,432
Helmerich & Payne Inc.	0	0
Home Depot Inc.	3,152	12,072
Hunt J B Transport Services Inc.	0	0
Ingersoll- Rand PLC	0	0
Intercontinental Exchange	8,728	10,965
Intuit Software Inc.	8,023	11,985
Intuitive Surgical Inc	0	0
Investco LTD	12,072	13,437
Ishares Core S&P Small Cap	167,275	376,284
Ishares MSCI EAFE	183,071	258,813
Ishares MSCI Emerging Markets	99,712	163,407
Ishares North American Natural Resources	105,894	147,149
Ishares US Real Estate	170,910	262,101
Ivy Asset Strategy Fund	183,571	183,974
Jazz Pharmaceuticals PLC	0	0
JM Smucker Co.	7,357	8,886
Johnson & Johnson	15,199	24,469
JP Morgan Chase & Co.	14,477	20,339
Kimberly-Clark Corp.	5,123	7,279
Kinder Morgan Inc	2,938	3,004
Kraft Foods Group Inc.	10,044	12,783
Kroger Co	12,476	17,337
Las Vegas Sands Corp.	10,774	13,086
Lazard Global Listed Infrastructure Portfolio	170,056	173,185
Lazard LTD	0	0
LendingClub Corp.	3,094	3,795
Level 3 Communications Inc	3,919	4,592
Lilly Eli & Co.	0	0
Lincoln National Corp.	12,486	14,129
Linkedin Corp.	23,114	25,728
Lockheed Martin Corp.	8,504	11,554
Lorillard Inc.	0	0
LyondellBassell Industries	7,930	5,557
Magna International	10,105	13,586
Manpower Group, Inc	0	0
Manulife Financial Corp.	0	0
Master Card Inc.	1,650	5,170
McCormick & Co.	0	0
McDonald's Corp.	11,235	10,776
McKeeson Corp.	10,909	14,531
Merck & Co.	8,491	11,188
Methanex Corp	0	0
Microchip Technology Inc.	0	0
Micron Technology Inc	7,918	8,052
Microsoft Corp.	7,530	8,593
Miller Herman Inc.	4,670	5,651
Monsanto Co.	15,096	17,323
Nabors Industries LTD	0	0
National Grid PLC	9,108	11,376
National Instruments Corp.	0	0
National Oilwell Varco Inc.	11,056	10,812
Nestle S.A.	0	0
Newell Rubbermaid Inc.	12,673	19,693
Nike Inc. Class "B"	8,443	14,903
Noble Corp PLC	0	0
Noble Energy Inc.	8,176	8,063
Northeast Utilities	10,640	12,524
Novartis AG	0	0
Novozymes A/S	2,786	3,371
Now Inc	12,008	10,343
Nucor Corp.	0	0
NuSkin Enterprises Inc.	0	0
NXP Semiconductors	7,664	13,752
Omnicare Inc.	0	0
Oracle Corp.	0	0
O'Reilly Automotive Inc.	2,816	6,742
Packaging Corp	12,574	13,659
Pall Corp	0	0
Partnerre LTD	0	0
Pepsico Inc.	2,374	3,215
Philip Morris International	12,216	11,973
Polaris Industries Inc.	5,754	10,587
Potash Corp. Saskatchewan Inc.	0	0
PPG Industries Inc.	0	0
PPL Corp.	6,199	7,629
Praxair Inc.	5,865	7,126
Premium Inc	3,628	3,990
Priceline.com Inc.	13,344	20,524
Principal Financial Group	12,015	12,466
Procter & Gamble Co.	21,673	25,961
Progressive Corp.	12,839	15,870
PVH Corp.	0	0
Qualcomm	6,725	10,778
Realty Income Corp.	3,394	3,817
Regeneron Pharmaceuticals Inc.	14,848	25,025
Regions Financial Corp.	6,583	7,075
Reynold's American Inc.	8,624	12,854
Rio Tinto PLC	0	0
Robert Half International Inc	10,034	13,836
Roche Holding LTD	5,818	9,245
Royal Carribean Cruises LTD	8,926	11,952
Royal Dutch Shell PLC	9,926	9,947
Ryanair Holdings PLC	5,345	8,267
Salesforce.com	20,257	29,358
Sanofi Sponsored ADR	6,171	5,245
Schlumberger LTD	43,768	44,072
Schwab Charles Corp.	10,972	13,586
Scripps Networks	4,238	3,582
Senior Housing Property Trust	0	0
Shire PLC	0	0
Skyworks Solutions Inc	9,999	18,905
Snap On Inc	12,135	12,990
Southern Co.	8,969	10,068
Southwest Airlines Co.	8,192	12,696
Southwestern Energy Co.	11,677	9,142
SPDR Midcap Trust Series	221,879	453,500
Splunk Inc.	10,910	12,969
St. Jude Medical Inc.	8,461	8,129
Starbucks Corp.	0	0
Suncor Energy Inc.	0	0
Talisman Energy Inc.	0	0
Teck Resources LTD	0	0
TE Connectivity LTD	11,803	12,650
Tenaris SA	0	0
Texas Instruments Inc.	11,090	18,713
The Hershey Co.	0	0
The Travelers Cos Inc	9,982	11,644
TJX Companies Inc.	11,076	13,716
Total S. A.	9,792	9,984
Trican Well Services LTD	0	0
Twenty-First Century Class A	13,122	13,826
TW Telecom Inc.	0	0
UBS AG	0	0
UBS E-Tracs Alerian MLP Infrastructure	155,593	156,838
Unilever PLC.	17,704	19,074
Union Pacific Corp.	5,475	10,722
United Rentals Inc	8,128	7,141
United Technologies Corp.	0	0
US Bancorp Del	12,073	13,395
Ventas Inc.	5,532	6,453
Verizon Communications Inc.	22,927	21,519
Visa Inc.	28,436	49,818
Vodafone Group PLC	7,784	5,604
Weatherford International LTD	0	0
Well Fargo & Co.	12,009	20,009
Whole Foods Market Inc.	11,346	12,857
Williams Companies Inc.	6,697	7,865
Wisconsin Energy Corp.	10,099	14,240
Wyndham Worldwide Corp.	9,973	12,864
Yahoo Inc.	0	0
Yara International	0	0
Blackrock Core Bond Portfolio Fund - PNC	205,128	242,641
Blackrock High Yield Bond Portfolio Fund - PNC	181,824	270,277
Blackrock Strategic Income Opportunities Portfolio - PNC	242,877	246,055
Dodge & Cox Income Fund - PNC	248,000	248,636
Ishares Iboxx Investment Grade Corporate Bond Fund - PNC	310,929	392,142
Templeton Global Bond Fund - PNC	250,000	227,790

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
L Brands Inc.	AT COST	8,147	10,386

- TIN:

TY 2014 LegalFeesSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Ballard Spahr legal fees	23,243	4,649		18,594

- TIN:

TY 2014 OtherAssetsSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Accrued interest	497

- TIN:

TY 2014 OtherDecreasesSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Description	Amount

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PNC Investment fees	22,182	22,182		0
Bank service charge	36	36		0

- TIN:

TY 2014 TaxesSchedule

Name:

Widener Memorial Foundation In Aid

of Handicapped Children

EIN: 23-6267223

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
2014 Foreign tax	3,298	0		0