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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$7,355,035J 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) 764,037
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 179,524 179,524  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,112
b Gross sales price for all assets on line 6a 889,971
7 Capital gain net income (from Part IV, line 2)... 122,112
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........ 1,065,673 301,636  
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 9,530 1,906   7,624
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 17,062 17,026   36
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,159 3,659   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.......... 33,751 22,591   7,660
25 Contributions, gifts, grants paid....... 1,127,177 1,127,177
26 Total expenses and disbursements. Add lines 24 and 25 1,160,928 22,591   1,134,837
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -95,255
b Net investment income (if negative, enter -0-) 279,045
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 94,826 144,113 144,113
2 Savings and temporary cash investments......... 846,153 693,776 693,776
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)....... 5,445,049 Click to see attachment5,531,864 6,517,146
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) 6,386,028 6,369,753 7,355,035
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 Foundations that follow SFAS 117, check here bullet
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 bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,386,028 6,369,753
30 Total net assets or fund balances (see instructions)..... 6,386,028 6,369,753
31 Total liabilities and net assets/fund balances (see instructions). 6,386,028 6,369,753
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
6,386,028
2
Enter amount from Part I, line 27a .....................
2
-95,255
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
90,000
4
Add lines 1, 2, and 3 ..........................
4
6,380,773
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
11,020
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,369,753
Form 990-PF (2018)
Form 990-PF (2018)
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 CAPITAL GAINS DIVIDENDS P    
d
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 188,122   201,879 -13,757
b 669,056   565,980 103,076
c 32,793     32,793
d
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       -13,757
b       103,076
c       32,793
d
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 2 122,112
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))
2017 1,113,167 7,604,480 0.146383
2016 1,054,425 7,339,505 0.143664
2015 1,131,021 7,817,879 0.144671
2014 1,096,589 7,980,305 0.137412
2013 1,026,648 7,612,039 0.134872
2
Total of line 1, column (d) .....................
2
0.707002
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.141400
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,867,330
5
Multiply line 4 by line 3......................
5
1,112,440
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,790
7
Add lines 5 and 6........................
7
1,115,230
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,134,837
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 2,790
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 2,790
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 2,790
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,845
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,845
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,055
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet1,055 RefundedBullet 11 0
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    HEIKE K SULLIVAN 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 & SECRETARY
    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
    ROBERT T MACK TRUSTEE
    0.05     		0 0 0
    118 S 21ST STREET 1120
    PHILADELPHIA,PA19103
    JOHN KELEHER TRUSTEE
    0.05     		0 0 0
    4331 TROPHY DRIVE
    BOOTHWYN,PA19061
    LINDA GROBMAN TRUSTEE
    0.05     		0 0 0
    1420 LOCUST STREET
    PHILADELPHIA,PA19102
    EDITH D MILLER PRESIDENT
    0.05     		0 0 0
    11279 OLD HARBOUR ROAD
    NORTH PALM BEACH,FL33408
    HEIKE K SULLIVAN TRUSTEE
    0.05     		0 0 0
    1735 MARKET STREET 51ST FL
    PHILADELPHIA,PA19103
    GEORGE W DIXON VICE PRESIDENT
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    7,170,374
    b
    Average of monthly cash balances.......................
    1b
    816,763
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,987,137
    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
    7,987,137
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,807
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,867,330
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    393,367
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    393,367
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,790
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,790
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    390,577
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    390,577
    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
    390,577
    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
    1,134,837
    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
    1,134,837
    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
    2,790
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,132,047
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 390,577
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 39,766
    fTotal of lines 3a through e........ 39,766
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,134,837
    a Applied to 2017, but not more than line 2a 0
    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 attachment855,332
    d Applied to 2018 distributable amount..... 279,505
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 39,766 39,766
    (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 5 855,332
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		71,306
    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) .......     		855,332
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 D MILLER
    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 (2018)
    Form 990-PF (2018)
    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
    ACTING WITHOUT BOUNDARIES
    750 E HAVERFORD ROAD
    BRYN MAWR,PA19010     		NONE PUBLIC CHARITY PRODUCTION COSTS FOR PERFORMANCE ABOUT DISABILITY AWARENESS FEATURING DISABLED CHILDREN/YOUNG ADULTS. 35,000
    ANGEL FLIGHT EAST
    1501 NARCISSA ROAD
    BLUE BELL,PA19422     		NONE PUBLIC CHARITY FUNDING TO FLY ORTHOPEDICALLY HANDICAPPED CHILDREN TO DOCTORS IN THEIR AREAS AT NO COST TO THE FAMILIES. 20,000
    ARTHRITIS FOUNDATION
    111 S INDEPENDENCE MALL EAST SUITE
    500
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY CAMP JUVENILES REACHING ACHIEVEMENT SCHOLARSHIP FUND. 7,500
    EASTER SEALS OF SOUTHEASTERN PA
    468 N MIDDLETOWN ROAD
    MEDIA,PA19063     		NONE PUBLIC CHARITY COST FOR PHYSICAL THERAPY EQUIPMENT. 7,627
    HAMMERHEADS SLED HOCKEY ASSOCIATION
    8 BRIAR ROAD
    ORELAND,PA19075     		NONE PUBLIC CHARITY COSTS OF ICE TIME AND EQUIPMENT. 15,000
    JOHN JAMES AUDUBON CENTER AT MILL GROVE
    1201 PAWLINGS ROAD
    AUDUBON,PA19403     		NONE PUBLIC CHARITY FLEDGLING TRAIL. 35,000
    LASALLE UNIVERSITY
    1900 WEST OLNEY AVENUE
    PHILADELPHIA,PA19141     		NONE PUBLIC CHARITY FUNDING FOR FAMILY AND SPEECH THERAPY SERVICES, SOCIAL WORK, RESPITE CARE, TECHNOLOGY LITERACY AND TUTORING. 89,600
    LEGAL CLINIC FOR THE DISABLED
    1513 RACE STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY PARTIAL FUNDING FOR A LAWYER TO ASSIST DISABLED PEOPLE AND THEIR FAMILIES TO ATTAIN BETTER QUALITY OF LIFE FOR THE DISABLED. 25,000
    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
    MUSIC WORKS
    2050 WEST CHESTER PIKE
    HAVERTOWN,PA19083     		NONE PUBLIC CHARITY MUSIC EQUIPMENT, COMPUTERS AND ADAPTIVE EQUIPMENT FOR THOSE WITH PHYSICAL DISABILITIES. 16,500
    MUSICOPIA
    2100 MARKET STREET SUITE 3100
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY MUSIC & DANCE EDUCATION FOR SPECIAL NEEDS CHILDREN. 20,000
    NEMOURS - SHANDS HOUSE
    1600 ROCKLAND ROAD
    WILMINGTON,DE19803     		NONE PUBLIC CHARITY PURCHASE FORCE PLATFORMS TO EVALUATE GAITS, FULL BODY CAST TRANSPORT SEATS. BIOBANK TO HOLD TISSUES OF PATIENTS UNDERGOING ORTHOPEDIC PROCEDURE FOR FUTURE RESEARCH. 55,000
    NORTH PENN YMCA
    2506 N BROAD STREET SUITE 208
    COLMAR,PA18915     		NONE PUBLIC CHARITY ADAPTIVE AQUATIC EQUIPMENT. 10,000
    PEGASUS THERAPEUTIC RIDING ACADEMY INC
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152     		NONE PUBLIC CHARITY PROVIDE THERAPEUTIC 46-WEEK RIDING LESSONS FOR 6 STUDENTS FROM WIDENER MEMORIAL SCHOOL. 24,840
    PHILADELPHIA MUSCULAR DYSTROPHY ASSOCIATION
    600 REED ROAD SUITE 105
    BROOMALL,PA19008     		NONE PUBLIC CHARITY OFFSET 2018 SUMMER CAMP PROGRAM COST FOR CHILDREN WITH NEUROMUSCULAR DISEASES. 30,000
    PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS
    321 SOUTH 4TH STREET
    PHILADELPHIA,PA19106     		NONE PUBLIC CHARITY PROVIDE HANDS ON ENRICHMENT PROGRAMS FOR PHYSICALLY CHALLENGED CHILDREN INCLUDING THOSE FROM WIDENER MEMORIAL SCHOOL. 12,870
    QUEST THERAPEUTIC SERVICES INC
    461 CANN ROAD
    WEST CHESTER,PA19382     		NONE PUBLIC CHARITY SCHOLARSHIP FOR SPECIAL NEEDS CHILDREN WHO CAN'T AFFORD EQUINE ASSISTED THERAPY. 10,000
    ROXBOROUGH YMCA
    7201 RIDGE AVENUE
    PHILADELPHIA,PA19128     		NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE FOR CAMP MAGIC ATTENDEES AND RENOVATE OUTDOOR BATHROOM FACILITY TO BE MORE ACCESSIBLE. 35,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL SUPPLEMENTAL STUDENT ACTIVITIES. 40,000
    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. 150,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL TECHNOLOGY LABORATORY. 5,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL OPERATION EXPENSE. 52,500
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL BATHROOM PROJECT. 20,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL PROGRAM OF SERVICES FOR HANDICAPPED CHILDREN. 100,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY WIDENER MEMORIAL SCHOOL PURCHASE OF TRANSPORTATION VAN. 60,000
    SETTLEMENT MUSIC SCHOOL
    P O BOX 63966
    PHILADELPHIA,PA19147     		NONE PUBLIC CHARITY ARTS THERAPY SERVICES FOR THE STUDENTS OF THE WIDENER MEMORIAL SCHOOL AND CHILDREN WHO ATTEND THE KARDON CENTER FOR ARTS THERAPY. 40,000
    SPRINGSIDE CHESTNUT HILL ACADEMY
    600 WEST WOLLOW GROVE AVENUE
    PHILADELPHIA,PA19118     		NONE PUBLIC CHARITY TO SUPPORT BUILDING OF A HANDICAP ACCESSIBLE ENTRANCE TO ITS CHEROKEE CAMPUS MIDDLE SCHOOL. 50,000
    ST EDMOND'S HOME FOR CHILDREN
    320 SOUTH ROBERTS ROAD
    ROSEMONT,PA19010     		NONE PUBLIC CHARITY REPLACE OLD HANDICAPPED ACCESSIBLE VAN FOR THEIR CHILDREN. 25,000
    TEMPLE UNIVERSITY INSTITUTE FOR DISABILITIES
    1755 N 13TH STREET
    PHILADELPHIA,PA19122     		NONE PUBLIC CHARITY DESIGN AND DEVELOPE ADAPTIVE EQUIPMENT FOR YOUNG CHILDREN WITH PHYSICAL DISABILITIES. 15,000
    VARIETY - THE CHILDREN'S CHARITY
    1520 LOCUST STREET
    PHILADELPHIA,PA19102     		NONE PUBLIC CHARITY AFTER-SCHOOL PROGRAM FOR CHILDREN OF THE WIDENER MEMORIAL SCHOOL EMPHASIZING SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH. HANDS-ON GARDENING PROGRAM BY GREENER PARTNERS. 95,240
    Total .................................bullet 3a 1,127,177
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 179,524  
    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 ............     		    18 122,112  
    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).. 0 301,636 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    301,636
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 764,037


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 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 $855,332. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2018 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A).__________________________________________SIGNATURE DATE

    TY 2018 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. 6,193 8,193
    ABBVIE INC. 15,647 16,317
    ABIOMED INC 2,079 2,275
    ACTIVISION BLIZZARD INC. 7,094 4,797
    ADOBE SYSTEMS INC. 4,923 15,158
    ADVANCED AUTO PARTS 8,670 11,022
    ALEXION PHARMACEUTICALS INC. 5,920 4,673
    ALIBABA GROUP HOLDING ADR 13,433 19,464
    ALIGN TECHNOLOGY INC. 7,928 6,283
    ALPHABET INC. CL. C 767 2,071
    ALPHABET INC. CL. A 27,875 45,978
    ALTRIA GROUP INC. 8,038 8,742
    AMAZON INC. 32,949 45,060
    AMERICAN ELECTRIC POWER INC. 1,768 3,064
    AMERICAN EXPRESS CO. 5,111 6,196
    AMERICAN WATER WORKS CO. INC. 5,526 7,715
    AMERISOURCEBERGEN CORP. 7,438 7,366
    AMGEN INC. 9,725 15,574
    AMPHENOL CORP. CLASS A 6,766 6,077
    APPLE INC. 22,231 31,548
    APTIV PLC SEDOL 6,422 5,849
    ARCHER DANIELS MIDLAND CO. 11,348 9,218
    ASTRAZENECA PLC 2,094 2,583
    AT&T INC. 11,128 8,962
    ATLASSIAN CORP. PLC CLASS A 2,835 3,114
    AUTOMATIC DATA PROCESSING INC. 11,014 11,145
    AUTOZONE INC. 10,120 10,898
    BANK OF AMERICA 10,403 8,254
    BANK NEW YORK MELLON CORP. 5,416 6,354
    BAXTER INTERNATIONAL INC. 7,183 6,911
    BCE INC. 8,038 6,839
    BECTON DICKINSON & CO. 3,156 8,337
    BIOGEN INC. 9,713 10,532
    BIOMARIN PHARMACEUTICAL INC. 4,125 5,109
    BOEING CO. 7,924 9,675
    BOOKING HOLDINGS INC. 5,603 6,890
    BP PLC ADR 8,176 7,546
    BRISTOL MYERS SQUIBB CO. 8,225 7,017
    BRITISH AMERICAN TOBACCO PLC 6,346 3,696
    BURLINGTON STORES INC. 7,212 13,827
    CAN IMPERIAL BANK OF COMMERCE SEDOL 6,187 5,218
    CBRE GROUP INC. 11,937 10,210
    CELANESE CORP. 11,603 9,897
    CENTENE CORP. 7,094 7,495
    CHEVRON CORP. 21,884 19,909
    CIGNA CORP. 7,753 6,837
    CIMAREX ENERGY CO. 1,692 1,171
    CISCO SYSTEMS INC. 11,153 13,649
    CITIGROUP 7,769 5,987
    CITIZENS FINANCIAL GROUP 8,729 8,473
    COCA COLA CO. 7,549 8,381
    COGNIZANT TECHNOLOGY SOLUTIONS 7,067 7,745
    COMCAST CORP 21,051 23,392
    COMPASS GROUP PLC ADR 5,619 5,622
    CONOCOPHILLIPS 6,911 8,106
    COSTAR GROUP INC. 8,064 9,108
    COSTCO WHOLESALE CORP. 7,690 7,130
    CROWN CASTLE INTL CORP. 8,215 9,016
    CSX CORP. 11,024 9,630
    DANAHER CORP. 13,030 17,943
    DOLLAR GENERAL CORP. 7,043 6,485
    DOMINION ENERGY INC. 7,011 7,861
    DUKE ENERGY HOLDING CORP. 13,661 15,361
    EASTMAN CHEM. CO. 7,245 5,118
    EBAY INC. 5,484 6,175
    EDWARDS LIFESCIENCES CORP. 6,636 10,875
    EQT CORP. 3,945 2,078
    EQUITRANS MIDSTREAM CORP. 3,180 1,762
    EXXON MOBIL CORP. 8,193 7,705
    FACEBOOK INC. A 10,040 16,910
    FLOOR & DECOR HOLDINGS INC. 6,410 4,015
    GENERAL MILLS INC. 4,514 3,232
    GILDAN ACTIVEWEAR INC. 3,161 3,461
    GLAXO SMITHKLINE ADR 9,127 7,757
    GRAINGER W W INC. 3,772 5,365
    HOME DEPOT INC. 3,852 12,027
    HUNTINGTON BANCSHARES INC. 2,262 1,919
    ILLUMINA INC. 5,151 11,097
    INTEL CORP. 12,670 14,548
    INTERCONTINENTAL EXCHANGE INC. 5,407 9,793
    INTUIT SOFTWARE INC. 2,144 4,921
    INVESCO LTD. 2,155 1,356
    JPMORGAN CHASE & CO. 18,148 31,727
    KIMBERLY-CLARK CORP. 3,575 4,672
    KOHLS CORP. 7,586 7,629
    KRAFT HEINZ CO. 2,306 1,679
    KROGER CO. 8,389 8,003
    LILLY ELI @ CO. 7,160 9,258
    LOXO ONCOLOGY 2,420 4,342
    MANPOWER GROUP INC. 4,065 3,110
    MASTERCARD INC. CL. A 1,938 4,716
    MATCH GROUP INC. 5,387 5,774
    MCCORMICK & CO. INC. 9,653 11,000
    MCDONALD'S CORP. 10,752 12,430
    MEDTRONIC PLC 6,736 8,095
    MICROSOFT CORP. 25,192 29,963
    MONSTER BEVERAGE CORP. 8,665 9,401
    MORGAN STANLEY 6,684 7,930
    NATIONAL GRID PLC ADR 7,770 5,758
    NETFLIX INC. 7,485 16,863
    NOBLE ENERGY INC. 7,241 3,489
    NORFOLK SOUTHERN CORP. 10,359 9,271
    NORTHROP GRUMMAN CORP. 5,002 7,347
    NOVOZYMES ADR 3,685 4,654
    OCCIDENTAL PETROLEUM CORP. 13,438 11,601
    PALO ALTO NETWORKS INC. 5,987 7,911
    PEPSICO INC. 4,169 4,972
    PFIZER INC. 9,812 12,222
    PHILIP MORRIS INTERNATIONAL 9,982 8,078
    PPL CORP. 4,979 4,958
    PREMIER INC. CL. A 3,942 4,594
    PRICE T ROWE GROUP 8,404 9,232
    PROCTER & GAMBLE CO. 14,251 15,351
    PROGRESSIVE CORP. 4,326 9,351
    RAYTHEON CO. 5,092 6,134
    REALTY INCOME CORP. 1,460 2,332
    REGENERON PHARMACEUTICALS INC. 5,948 7,097
    ROCHE HOLDING LTD. ADR 5,292 6,185
    RYANAIR HOLDINGS PLC ADR 2,555 3,424
    S&P GLOBAL INC. 8,719 13,595
    SALESFORCE.COM 6,342 18,902
    SAREPTA THERAPEUTICS INC. 4,299 3,274
    SCHLUMBERGER LTD. 7,141 3,500
    SERVICE NOW INC. 11,757 20,120
    SHERWIN WILLIAMS CO. 5,557 5,508
    SOUTHERN CO. 5,484 5,446
    SPLUNK INC. 3,573 6,815
    SUNTRUST BANKS INC. 8,301 10,239
    T-MOBILE US INC. 7,801 7,315
    TE CONNECTIVITY LTD. 10,224 9,832
    TEXAS INSTRUMENTS INC. 3,419 8,883
    TOTAL S. A. 12,351 12,732
    UNILEVER NV NY SHS NEW 5,501 7,640
    UNITEDHEALTH GROUP INC. 7,418 12,456
    UNITED PARCEL SERVICE CL. B 5,962 5,169
    UNITED RENTALS INC. 7,863 6,664
    US BANCORP DEL 6,090 6,444
    VENTAS INC. 5,323 5,390
    VERIZON COMMUNICATIONS INC. 8,805 10,401
    VISA INC. CLASS A 10,237 35,756
    VODAFONE GROUP PLC ADR 10,362 6,632
    WASTE MANAGEMENT INC. 12,686 13,349
    WEC ENERGY GROUP INC. 6,546 12,121
    WELLCARE HEALTH PLANS INC. 7,358 5,902
    WELLTOWER INC. 3,845 4,512
    WEYERHAEUSER CO. 5,507 4,088
    WORKDAY INC. CLASS A 4,573 5,589
    AQR LONG-SHORT EQUITY-I 132,000 110,759
    ARTISAN INTERNATIONAL FUND 190,000 160,083
    BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205,128 231,657
    BLACKROCK GLOBAL ALLOCATION FUND 204,337 181,276
    BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181,824 244,895
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 240,974 233,643
    BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND 132,000 135,611
    DIAMOND HILL LONG-SHORT FUND 93,291 119,997
    DODGE & COX INCOME FUND - PNC 348,000 336,753
    DODGE & COX INTERNATIONAL STOCK FUND 190,000 151,416
    DRIEHAUS ACTIVE INCOME FUND 138,618 121,184
    EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 248,000 228,275
    HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND 100,035 91,144
    ISHARES CORE S&P SMALL CAP 167,275 457,373
    ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND - PNC 310,929 370,501
    ISHARES MSCI EAFE 338,265 392,298
    ISHARES MSCI EMERGING MARKETS 99,712 162,451
    ISHARES US REAL ESTATE 170,910 255,620
    SPDR MIDCAP TRUST SERIES 1 221,879 519,987
    UBS E-TRACS ALERIAN MLP INFRASTRUCTURE 179,622 130,482
    VANGUARD VALUE ETF 296,247 319,807
    WESTERN ASSET TOTAL RETURN UN-IN - PNC 198,293 198,038

    TY 2018 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 9,530 1,906   7,624


    TY 2018 OtherDecreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    BOOK VALUE AND INCOME TIMING ADJUSTMENTS 687
    RETURN OF CAPITAL DISTRIBUTIONS 333
    GRANT CHECK ISSUED 2017 CLEARED 2018 10,000


    TY 2018 OtherIncreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    GRANTS CHECKS ISSUED 2018 BUT CLEARED 2019 90,000


    TY 2018 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 17,026 17,026   0
    PNC CHECKING ACCOUNT SERVICE CHARGES 36 0   36


    TY 2018 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 3,659 3,659   0
    BALANCE DUE PRIOR YEAR EXCISE TAX WITH EXTENSION 3,500 0   0
    CURRENT YEAR ESTIMATED EXCISE TAX 0 0   0