Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,489,666J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 631,584
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 182,380 182,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,486
b Gross sales price for all assets on line 6a 1,170,029
7 Capital gain net income (from Part IV, line 2)... 28,486
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........ 842,450 210,866  
Operating and Administrative Expenses 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)......... Click to see attachment 17,333 3,467   13,866
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 16,356 16,356   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 29,679 2,972   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.......... 63,368 22,795   13,866
25 Contributions, gifts, grants paid....... 1,119,036 1,119,036
26 Total expenses and disbursements. Add lines 24 and 25 1,182,404 22,795   1,132,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -339,954
b Net investment income (if negative, enter -0-) 188,071
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 27,066 181,286 181,286
2 Savings and temporary cash investments......... 786,804 498,306 498,306
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 5,858,978 Click to see attachment5,750,775 6,810,074
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,672,848 6,430,367 7,489,666
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ -5,907 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,678,755 6,430,367
30 Total net assets or fund balances (see instructions)..... 6,672,848 6,430,367
31 Total liabilities and net assets/fund balances (see instructions). 6,672,848 6,430,367
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
6,672,848
2
Enter amount from Part I, line 27a .....................
2
-339,954
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
100,219
4
Add lines 1, 2, and 3 ..........................
4
6,433,113
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,746
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,430,367
Form 990-PF (2015)
Form 990-PF (2015)
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES - WASH SALE ADJUSTMENT      
d CAPITAL GAINS DIVIDENDS P    
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 159,097   169,420 -10,323
b 984,281   972,123 12,158
c 1,320     1,320
d 25,331     25,331
e
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       -10,323
b       12,158
c       1,320
d       25,331
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 28,486
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 ................... 		Bracket 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?
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))
2014 1,096,589 7,980,305 0.137412
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
2
Total of line 1, column (d) .....................
20.682382
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
0.136476
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
7,817,879
5
Multiply line 4 by line 3......................
5
1,066,953
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,881
7
Add lines 5 and 6........................
7
1,068,834
8
Enter qualifying distributions from Part XII, line 4.............
8
1,132,902
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,881
hereBulletand 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 1,881
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 1,881
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 20,450
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 20,450
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 18,569
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,920 RefundedBullet 11 16,649
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
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
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    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 .
    8b
    Yes
     
    9
    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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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) .............
    11
     
    No
    12
    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).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN HAGERTY Telephone no.bullet (610) 825-8900

    Located atbullet4060 BUTLER PIKEPLYMOUTH MEETINGPA ZIP+4bullet19462
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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  
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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)? ........
    1b
     
     
    ........bullet
    c
    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 2015?.............
    1c
     
    No
    2
    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)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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)? ......
    5b
     
     
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    PETER M MATTOON TRUSTEE
    0.05     		0 0 0
    1735 MARKET STREET 51ST FL
    PHILADELPHIA,PA19103
    BRUCE L CASTOR TRUSTEE
    0.05     		0 0 0
    1735 MARKET STREET 51ST FL
    PHILADELPHIA,PA19103
    MARK S DEPILLIS TRUSTEE
    0.05     		0 0 0
    1735 MARKET STREET 51ST FL
    PHILADELPHIA,PA19103
    EDITH D MILLER TRUSTEE
    0.05     		0 0 0
    11279 OLD HARBOUR ROAD
    NORTH PALM BEACH,FL33408
    GEORGE W DIXON TRUSTEE
    0.05     		0 0 0
    1212 SPYGLASS LANE
    NAPLES,FL34102
    MICHAEL CLANCY MD TRUSTEE
    0.05     		0 0 0
    220 COMMERCIAL DRIVE
    FT WASHINGTON,PA19034
    JOHN KELEHER TRUSTEE
    0.05     		0 0 0
    4331 TROPHY DRIVE
    BOOTHWYN,PA19061
    LINDA GROBMAN TRUSTEE
    0.00     		0 0 0
    1420 LOCUST STREET
    PHILADELPHIA,PA19102
    EDITH D MILLER PRESIDENT
    0.05     		0 0 0
    11279 OLD HARBOUR ROAD
    PHILADELPHIA,PA19462
    PETER M MATTOON VICE PRESIDENT
    0.05     		0 0 0
    1735 MARKET STREET 51ST FL
    PHILADELPHIA,PA19103
    GEORGE W DIXON SECRETARY
    0.05     		0 0 0
    1212 SPYGLASS LANE
    NAPLES,FL34102
    EDITH R DIXON TREASURER
    0.05     		0 0 0
    4060 BUTLER PIKE SUITE 225
    PLYMOUTH MEETING,PA19462
    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...................bullet 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.............bullet0
    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  
    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.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,214,414
    b
    Average of monthly cash balances.......................
    1b
    722,519
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,936,933
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,936,933
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,054
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,817,879
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    390,894
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    390,894
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,881
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,881
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    389,013
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    389,013
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    389,013
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,132,902
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,132,902
    5
    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).................
    5
    1,881
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,131,021
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 389,013
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 264,366
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,132,902
    a Applied to 2014, but not more than line 2a 264,366
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment868,536
    d Applied to 2015 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 5 868,536
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		389,013
    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) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		868,536
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 868,536
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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
    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 (2015)
    Form 990-PF (2015)
    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)
    aPaid during the year
    1812 PRODUCTIONS
    421 NORTH 7TH STREET
    PHILADELPHIA,PA19123     		NONE PUBLIC CHARITY ACTOR/EDUCATOR SALARIES AT WIDENER MEMORIAL SCHOOL. 3,000
    ARTHRITIS FOUNDATION
    111 S INDEPENDENCE MALL EAST SUITE
    500
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY TO SEND APPROXIMATELY 125 CHILDREN WITH ARTHRITIS, AGES 8-18, TO CAMP JUVENILES REACHING ACHIEVEMENT (JRA), A RESIDENTIAL CAMP LOCATED IN MILLVILLE PENNSYLVANIA. 7,500
    CANINE PARTNERS FOR LIFE
    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. 15,000
    CHILDREN AND ADULT DISABILITY AND EDUCATIONAL SERVICES
    401 RUTGERS AVENUE
    SWARTHMORE,PA19081     		NONE PUBLIC CHARITY PURCHASE TWO GAIT TRAINERS FOR THE GEORGE CARUTHERS'S MEMORIAL SCHOOL. 10,000
    COMPASSIONATE FRIENDS THERAPEUTIC RIDING CENTER
    40 COOPER TOMLINSON ROAD
    MEDFORD,NJ08055     		NONE PUBLIC CHARITY EXPAND SERVICES THEY PROVIDE THEIR CHILDREN WITH ORTHOPEDICALLY HANDICAPPED RESTRICTIONS BY HIRING MORE TRAINED STAFF, PHYSICAL THERAPISTS AND HORSES 10,000
    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. 78,000
    ELWYN
    111 ELWYN ROAD
    ELWYN,PA19063     		NONE PUBLIC CHARITY PROVIDE FOR HANDICAPPED DOORS, PLAYGROUND, RAMPS AND BATHROOMS IN THE LEAMAN CENTER RENOVATION. THE CENTER IS FOR EARLY CHILDHOOD DEVELOPMENT FOR CHILDREN FROM AGES 3 - 6 WITH DISABILITIES. 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 FUNDING FOR FURNITURE AND MATERIALS FOR TECHNOLOGY ASSISTANCE PROGRAM (L-TAP), WHICH HELPS FAMILIES OF DISABLED CHILDREN FIND RESOURCES NECESSARY TO ASSIST THEIR CHILDREN. PROGRAM ALSO ENGAGES THE CHILDREN IN ACTIVITIES. 78,600
    MAGEE REHABILITATION HOSPITAL FOUNDATION
    1513 RACE STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY COST OF FUNDING A SUPPORT GROUP FOR YOUNG PEOPLE WITH SPINAL INJURIES. 7,500
    MAIN LINE DEPUTY DOG
    PO BOX 200
    WAYNE,PA19087     		NONE PUBLIC CHARITY TRAIN BERGEN, A DOG, TO ASSIST MADDIE, A YOUNG GIRL, WHO HAS COMMON VARIABLE IMMUNE DEFICIENCY WHICH CAUSES PERIODIC FEVERS, JOINT PAIN AND STOMACH PROBLEMS ALONG WITH GENERAL FATIGUE. 7,000
    MELMARK
    2600 WAYLAND ROAD
    BERWYN,PA19312     		  PUBLIC CHARITY TO PURCHASE A THERAPY HORSE FOR USE BY PHYSICALLY AND DEVELOPMENTALLY DISABLED INDIVIDUALS ON THEIR CAMPUS 7,500
    MUSICWORKS
    2050 WEST CHESTER PIKE
    HAVERTOWN,PA19083     		NONE PUBLIC CHARITY TO PURCHASE NEW MUSIC EQUIPMENT REPLACING OLD EQUIPMENT. NEW EQUIPMENT TO PURCHASE ARE AN IMAC DESKTOP, A MACBOOK PRO AND BOSE SOUNDDOCK SPEAKERS FOR ADDITIONAL STAFF. 4,200
    PEGASUS THERAPEUTIC RIDING ACADEMY INC
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		NONE PUBLIC CHARITY PROVIDE THERAPEUTIC RIDING LESSONS FOR STUDENTS FROM WIDENER MEMORIAL SCHOOL. RENOVATE RIDING ARENA FLOORING WITH NEW COMPOSITE AND INSTALL NEW SIDE WALLS. 64,144
    PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS
    321 SOUTH 4TH STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY TO EXPAND "HANDS ON" ENRICHMENT WORKSHOP LESSONS FOR PHYSICALLY CHALLENGED CHILDREN BY ADDING TWO MORE WORKSHOPS - BREAD, PIES & GINGERBREAD AND A CHILD'S GARDEN OF EXERCISE. 8,640
    QUEST THERAPEUTIC SERVICES INC
    461 CANN ROAD
    WEST CHESTER,PA19382     		NONE PUBLIC CHARITY SCHOLARSHIP FOR THOSE WHO CAN'T AFFORD THE EQUINE ASSISTED THERAPY FOR CHILDREN WITH SPECIAL NEEDS. 30,000
    ROXBOROUGH YMCA
    7201 RIDGE AVENUE
    PHILADELPHIA,PA19128     		NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE FOR CAMP MAGIC ATTENDEES ($18,500) AND RENOVATE POOL STEPS ($6,500). 25,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL STUDENT ACTIVITIES. 25,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL VOLUNTEER/DISCRETIONARY PROGRAM. 15,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL SUMMER PROGRAM. 162,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL DIXON COMPUTER LIBRARY. 8,000
    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. 100,000
    SETTLEMENT MUSIC SCHOOL
    P O BOX 63966
    PHILADELPHIA,PA19147     		NONE PUBLIC CHARITY ARTS THERAPY SERVICES FOR THE STUDENTS OF THE WIDENER MEMORIAL SCHOOL. 40,000
    SPRINGFIELD AREA EDUCATIONAL FOUNDATION
    111 WEST LEAMY AVENUE
    SPRINGFIELD,PA19064     		NONE PUBLIC CHARITY MOBILITY VAN TO TRANSPORT CHILDREN WITH DISABILITIES TO AND FROM THE EDUCATION CENTER. 6,000
    SPRINGSIDE CHESTNUT HILL ACADEMY
    600 WEST WOLLOW GROVE AVENUE
    PHILADELPHIA,PA19118     		NONE PUBLIC CHARITY RENOVATE BATHROOMS TO MEET THE AMERICANS WITH DISABILITIES ACT REQUIREMENT. 15,000
    ST EDMOND'S HOME FOR CHILDREN
    320 SOUTH ROBERTS ROAD
    ROSEMONT,PA19010     		  PUBLIC CHARITY PURCHASE IPADS, ASSOCIATED ACCESSORIES AND SOFTWARE APPLICATIONS FOR EACH OF 44 CHILDREN IN THE HOME. 10,900
    THE ARC OF CHESTER COUNTY
    900 LAWRENCE DRIVE
    WEST CHESTER,PA19380     		NONE PUBLIC CHARITY FUND CHILDREN'S EARLY LEARNING PROGRAMS AND SERVICES EARLY INTERVENTION HOME BASED AND CLASSROOM PROGRAMS FOR CHILDREN WITH COMPLEX MEDICAL CONDITIONS. 10,000
    VARIETY CLUB
    1520 LOCUST STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY AFTER-SCHOOL PROGRAM FOR CHILDREN OF THE WIDENER MEMORIAL SCHOOL, INCLUDING CULINARY PROGRAM AND A GARDENING PILOT PROGRAM. 91,052
    WEST CHESTER UNIVERSITY FOUNDATION
    PO BOX 541
    WEST CHESTER,PA19381     		NONE PUBLIC CHARITY PURCHASE TEN TANDEM BIKES AND EIGHT SPORT WHEEL SCOOTERS FOR ADAPTIVE PHYSICAL EDUCATION PROGRAMS. 40,000
    WHITEMARSH FOUNDATION
    PO BOX 538
    LAFAYETTE HILL,PA19444     		NONE PUBLIC CHARITY RENOVATE FARMHOUSE KITCHEN TO MEET THE AMERICAN WITH DISABILITIES ACT REQUIREMENTS. 40,000
    Total .................................bullet 3a 1,119,036
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    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....     14 182,380  
    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 28,486  
    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).. 0 210,866 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13210,866
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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 organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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?...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    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





    Form 990-PF




    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
    Special Rules
    ......... 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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    WIDENER MEMORIAL FOUNDATION IN AID
    OF HANDICAPPED CHILDREN         		Employer identification number
    23-6267223
    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

    		$ 631,584


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    WIDENER MEMORIAL FOUNDATION IN AID
    OF HANDICAPPED CHILDREN         		Employer identification number

    23-6267223
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 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 $631,584. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2015 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A).__________________________________________SIGNATURE DATE

    TY 2015 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. 4,795 7,381
    ABBOTT LABORATORIES INC. 11,470 13,204
    ACCENTURE PLC CL. A 9,055 9,405
    ADOBE SYSTEMS INC. 21,808 28,370
    AETNA INC. 5,250 9,190
    ALASKAN AIR GROUP INC. 8,559 8,856
    ALEXION PHARMACEUTICALS INC. 11,521 20,029
    ALIBABA GROUP HOLDING 27,899 27,225
    ALLIANCE DATA SYSTEMS CORP. 11,366 12,722
    ALPHABET INC. CL. C 5,393 11,383
    ALPHABET INC. CL. A 32,448 53,682
    ALTRIA GROUP INC. 18,374 30,037
    AMAZON INC. 15,147 19,601
    AMERICAN ELECTRIC POWER INC. 11,010 11,887
    AMERICAN EXPRESS CO. 14,879 16,622
    AMERIPRISE FINANCIAL INC. 8,436 6,917
    AMGEN INC. 14,342 19,480
    APPLE INC. 21,642 36,841
    ARTISAN FUNDS INC. 120,000 109,831
    ASG GLOBAL ALTERNATIVES FUND 200,000 188,319
    AT&T INC. 12,427 12,284
    ATHENAHEALTH INC. 6,957 11,751
    BAIDU INC. 16,778 27,411
    BCE INC. 10,732 9,192
    BECTON DICKINSON & CO. 7,506 13,560
    BIOGEN IDEC INC. 7,466 12,254
    BIOMARIN PHARMACEUTICALS INC. 7,838 15,190
    BLACKROCK GLOBAL ALLOCATION FUND 204,337 186,797
    BOEING CO. 4,450 8,675
    BORG WARNER INC. 8,277 7,652
    BP PLC ADR 11,799 8,909
    CELANESE CORP. SR. A 11,298 11,109
    CERNER CORP. 6,797 10,530
    CHECK POINT SOFTWARE TECH 8,100 9,359
    CHEVRON CORP. 6,256 5,128
    CHIPOLTLE MEXICAN GRILL 8,765 12,956
    CIGNA CORP. 6,225 9,511
    CIMAREX ENERGY CO. 4,446 5,005
    CINTAS CORP. 13,056 14,568
    CISCO SYSTEMS INC. 18,133 20,502
    COCA COLA CO. 4,988 5,284
    COMCAST CORP 11,736 16,083
    CONSTELLATION BRANDS INC. 9,643 16,381
    CVS HEALTH CORP. 9,076 17,110
    D R HORTON INC. 8,344 8,968
    DANAHER CORP. 9,885 16,626
    DIAMOND HILL LONG-SHORT FUND 152,634 200,308
    DISNEY WALT CO. 12,773 17,338
    DODGE & COX INTERNATIONAL STOCK FUND 120,000 93,578
    DOMINION RESOURCES INC. 4,990 6,155
    DOW CHEMICAL CO. 11,611 11,583
    DR. PEPPER SNAPPLE GROUP INC. 12,316 17,242
    DRIEHAUS ACTIVE INCOME FUND 194,973 182,207
    DUKE ENERGY HOLDING CORP. 8,662 9,638
    EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 202,752 190,689
    EBAY INC. 6,618 8,436
    EDWARDS LIFESCIENCES CORP. 23,367 26,853
    EXXON MOBIL CORP. 16,834 23,775
    EVERSOURCE ENERGY 14,214 15,730
    FACEBOOK INC. 10,547 39,771
    FMC TECHNOLOGIES INC. 10,338 6,962
    FOOT LOCKER INC 8,631 11,716
    GENERAL DYNAMICS CORP. 11,941 11,676
    GENERAL ELECTRIC CO. 928 11,058
    GENERAL MILLS INC. 4,739 5,189
    GILDAN ACTIVEWEAR INC. 3,750 3,638
    GILEAD SCIENCES INC. 9,833 9,107
    GLAXO SMITHKLINE ADR 15,131 12,791
    GRAINGER W W INC. 12,947 12,561
    HARBOR INTERNATIONAL FUND 120,000 96,595
    HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND 100,035 74,909
    HCP INC. REIT 5,593 5,736
    HOME DEPOT INC. 5,634 17,854
    HONEYWELL INTL. INC. 15,270 15,536
    HUNT J B TRANSPORT SERVICES INC. 4,893 4,768
    ILLUMINA INC. 14,926 14,972
    INCYTE CORP. 8,312 8,134
    INTERCONTINENTAL EXCHANGE INC. 7,978 11,275
    INTUIT SOFTWARE INC. 10,468 15,247
    INVESCO LTD. 12,072 11,383
    ISHARES CORE S&P SMALL CAP 167,275 363,253
    ISHARES MSCI EAFE 183,071 249,795
    ISHARES MSCI EMERGING MARKETS 99,712 133,878
    ISHARES NORTH AMERICAN NATURAL RESOURCES 105,894 108,058
    ISHARES US REAL ESTATE 170,910 256,098
    JOHNSON & JOHNSON 15,199 24,036
    JP MORGAN CHASE & CO. 17,860 24,761
    KIMBERLY-CLARK CORP. 5,123 8,020
    KRAFT HEINZ CO. 8,953 13,097
    KROGER CO. 9,691 17,569
    L BRANDS INC. 8,147 11,498
    LAM RESEARCH CORP. 12,274 11,913
    LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 170,056 169,398
    LENDINGCLUB CORP. 13,848 8,343
    LEVEL 3 COMMUNICATIONS INC. 9,751 11,633
    LINCOLN NATIONAL CORP. 12,486 12,314
    LINKEDIN CORP. 22,401 24,534
    LOCKHEED MARTIN CORP. 6,378 9,772
    MANPOWER GROUP INC. 5,555 6,996
    MASTERCARD INC. CL. A 1,650 5,842
    MCDONALD'S CORP. 11,235 13,586
    MERCK & CO. 8,491 10,406
    MICROSOFT CORP. 11,369 14,147
    MOBILEYE 11,662 9,090
    MONDELEZ INTERNATIONAL 8,371 8,744
    MONSANTO CO. 15,096 14,285
    NATIONAL GRID PLC ADR 11,339 13,491
    NEWELL RUBBERMAID INC. 11,056 19,527
    NETFLIX INC. 14,640 14,869
    NETSCOUT SYSTEM INC. 4,535 4,759
    NIKE INC. CLASS "B" 12,774 13,750
    NOBLE ENERGY INC. 13,522 10,373
    NORTHROP GRUMMAN CORP. 15,987 17,937
    NOW INC 9,521 5,173
    O'REILLY AUTOMOTIVE INC. 13,991 18,246
    OMEGA HEALTHCARE INVS. INC. 3,752 3,638
    PALO ALTO NETWORKS INC. 9,706 10,568
    PAYPAL HOLDINGS INC. 6,539 7,711
    PEPSICO INC. 2,374 3,397
    PFIZER INC. 18,108 17,431
    PHILIP MORRIS INTERNATIONAL 13,676 14,505
    PPG INDUSTRIES INC. 11,811 9,882
    PPL CORP. 5,753 7,167
    PREMIER INC. CL. A 5,223 5,820
    PRICELINE GROUP INC. 11,349 19,124
    PRINCIPAL FINANCIAL GROUP 15,717 13,719
    PROCTER & GAMBLE CO. 13,198 13,341
    PROGRESSIVE CORP. 12,653 18,412
    PUBLIC STORAGE REITS 10,138 12,385
    REALTY INCOME CORP. 3,322 4,130
    REGENERON PHARMACEUTICALS INC. 12,086 24,972
    REYNOLD'S AMERICAN INC. 6,684 14,307
    ROBERT HALF INTERNATIONAL INC. 5,945 6,552
    ROCHE HOLDING LTD. ADR 4,583 7,411
    ROYAL DUTCH SHELL PLC ADR B 9,926 6,584
    RYANAIR HOLDINGS PLC ADR 4,447 8,214
    SALESFORCE.COM 20,257 38,808
    SANOFI SPONSORED ADR 2,917 2,815
    SCHLUMBERGER LTD. 46,396 37,804
    SCHWAB CHARLES CORP. 10,972 14,819
    SKYWORKS SOLUTIONS INC 3,458 6,915
    SNAP ON INC. 7,435 9,429
    SOUTHERN CO. 8,969 9,592
    SPDR MIDCAP TRUST SERIES 221,879 436,441
    SPLUNK INC. 10,910 12,938
    STANLEY BLACK & DECKER INC. 11,223 11,207
    TE CONNECTIVITY LTD. 11,803 12,922
    TEXAS INSTRUMENTS INC. 23,170 29,817
    THE TRAVELERS COS. INC. 13,735 16,365
    THERNO FISHER SCIENTIFIC INC. 9,974 10,639
    TJX COMPANIES INC. 8,139 10,637
    TOTAL S. A. 10,684 8,316
    TRACTOR SUPPLY CO. 10,846 10,260
    UBS E-TRACS ALERIAN MLP INFRASTRUCTURE 179,622 172,656
    UNDER ARMOUR INC 10,707 9,673
    UNILEVER PLC ADR 7,563 7,675
    UNILEVER NV NY SHS NEW 10,085 13,039
    UNIVERSAL HEALTH SERVICES INC. CL. B 9,155 7,767
    US BANCORP DEL 11,953 12,588
    VENTAS INC. 4,832 5,079
    VERIZON COMMUNICATIONS INC. 28,613 26,345
    VISA INC. 28,141 58,318
    VODAFONE GROUP PLC ADR 10,465 7,904
    WEC ENERGY GROUP INC. 10,099 13,854
    WELLS FARGO & CO. 12,009 19,841
    WELLTOWER INC. 4,920 5,783
    WYNDHAM WORLDWIDE CORP. 9,854 10,171
    BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205,128 237,648
    BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181,824 244,552
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 242,877 237,780
    DODGE & COX INCOME FUND - PNC 248,000 239,795
    ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND - PNC 310,929 374,409
    WESTERN ASSET TOTAL RETURN UN-IN - PNC 200,000 198,825

    TY 2015 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 17,333 3,467   13,866


    TY 2015 OtherDecreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    BOOK VALUE AND INCOME TIMING ADJUSTMENTS 2,746


    TY 2015 OtherIncreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    RETURN OF CAPITAL DISTRIBUTIONS 219
    GRANT CHECKS ISSUED BUT UNCLEARED 2015 100,000


    TY 2015 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 16,320 16,320   0
    PNC CHECKING ACCOUNT SERVICE CHARGES 36 36   0


    TY 2015 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
    FOREIGN TAX 2,972 2,972   0
    BALANCE DUE PRIOR YEAR EXCISE TAX 6,257 0   0
    CURRENT YEAR ESTIMATED EXCISE TAX 20,450 0   0