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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$8,946,700
J 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) 642,849
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 162,053 162,053  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 265,385
b Gross sales price for all assets on line 6a 1,770,321
7 Capital gain net income (from Part IV, line 2)... 265,385
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........ 1,070,287 427,438  
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)......... 7,200 1,440   5,760
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 16,506 16,470   36
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,512 3,212   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.......... 28,218 21,122   5,796
25 Contributions, gifts, grants paid....... 842,780 842,780
26 Total expenses and disbursements. Add lines 24 and 25 870,998 21,122   848,576
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 199,289
b Net investment income (if negative, enter -0-) 406,316
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 72,702 88,586 88,586
2 Savings and temporary cash investments......... 632,460 564,221 564,221
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)....... 5,401,412 Click to see attachment5,665,777 8,293,893
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) 6,106,574 6,318,584 8,946,700
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,106,574 6,318,584
29 Total net assets or fund balances (see instructions)..... 6,106,574 6,318,584
30 Total liabilities and net assets/fund balances (see instructions). 6,106,574 6,318,584
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,106,574
2
Enter amount from Part I, line 27a .....................
2
199,289
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
26,821
4
Add lines 1, 2, and 3 ..........................
4
6,332,684
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,100
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,318,584
Form 990-PF (2020)
Form 990-PF (2020)
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 371,378   365,993 5,385
b 1,384,228   1,138,943 245,285
c 14,715     14,715
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       5,385
b       245,285
c       14,715
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 2 265,385
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,648
c All other domestic foundations enter 1.39% 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 5,648
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 5,648
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,177
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,377
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 5,729
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,729 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 & TREASURER
    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 & PRESIDENT
    0.10
    0 0 0
    11279 OLD HARBOUR ROAD
    NORTH PALM BEACH,FL33408
    GEORGE W DIXON TRUSTEE & VICE PRESIDENT
    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
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    7,233,786
    b
    Average of monthly cash balances.......................
    1b
    671,428
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,905,214
    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
    7,905,214
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    118,578
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,786,636
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    389,332
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    389,332
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,648
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,648
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    383,684
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    383,684
    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
    383,684
    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
    848,576
    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
    848,576
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    848,576
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 383,684
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 37,540
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 848,576
    a Applied to 2019, but not more than line 2a 37,540
    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 attachment805,440
    d Applied to 2020 distributable amount..... 5,596
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 5 805,440
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    378,088
    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) .......
    805,440
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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 38,000
    ANGEL FLIGHT EAST
    1501 NARCISSA ROAD
    BLUE BELL,PA19422
    NONE PUBLIC CHARITY FUNDING TO FLY CHILDREN WITH COMPLEX MEDICAL ISSUES TO DOCTORS THAT CAN TREAT THEM FOR THEIR SPECIFIC NEEDS AT NO COST TO THE FAMILIES 25,000
    ARTHRITIS FOUNDATION NORTHEAST REGION
    400 MARKET ST SUITE 610
    PHILADELPHIA,PA19106
    NONE PUBLIC CHARITY VIRTUAL SUMMER CAMP FOR CHILDREN TO HELP WITH ISSUES RELATED TO ARTHRITIS 7,000
    EASTER SEALS OF SOUTHEASTERN PA
    3975 CONSHOHOCKEN AVE
    PHILADELPHIA,PA19131
    NONE PUBLIC CHARITY PURCHASE AND INSTALL RUBBER SAFETY SURFACE IN THERAPY GYM; PURCHASE RIFTON THERAPY STANDER FOR CHILDREN IN DELWARE COUNTY DIVISION 10,900
    HAMMERHEADS SLED HOCKEY ASSOCIATION
    10990 DECATUR ROAD
    PHILADELPHIA,PA19154
    NONE PUBLIC CHARITY COSTS OF ICE TIME AND EQUIPMENT TO PROVIDE PHYSICALLY DISABLED YOUTH WITH BARRIER FREE ACCESS TO THE COMPETITIVE SPORT OF SLED HOCKEY 15,000
    LASALLE UNIVERSITY
    1900 WEST OLNEY AVENUE
    PHILADELPHIA,PA19141
    NONE PUBLIC CHARITY SUPPORT LADDER PROGRAM FOR STUDENTS TRANSITIONING TO ADULT LIFE AFTER HIGH SCHOOL - FUNDS TO PROVIDE EDUCATIONAL MATERIALS, ADAPTIVE EQUIPMENT, FIELD TRIPS AND OTHER SUPPLIES 78,300
    MAGEE REHABILITATION HOSPITAL FOUNDATION
    1513 RACE STREET
    PHILADELPHIA,PA19102
    NONE PUBLIC CHARITY FUND SUPPORT GROUP FOR YOUNG PEOPLE WITH SPINAL CORD INJURIES TO ENABLE OUTINGS SUCH AS FISHING TRIPS AND OTHER SOCIAL EVENTS 7,500
    MAKE-A-WISH FOUNDATION
    5 VALLEY SQUARE SUITE 210
    BLUE BELL,PA19422
    NONE PUBLIC CHARITY FULFILL A WISH FOR CHILDREN WITH MUSCULAR DISORDERS, HEART DISEASE, CANCER AND OTHER DEBILITATING DISEASES AND CONDITIONS 60,000
    MUSCULAR DYSTROPHY ASSOCIATION
    600 REED ROAD 5
    BROOMALL,PA19081
    NONE PUBLIC CHARITY FOR WEEKLY SUPPORT OF THE VIRTUAL CAMP; CAMP PROVIDES ACTIVITIES SUCH AS STEM, ART, COOKING, MUSIC AND A STORYTELLING PROGRAM ALONG WITH STREET ART AND ADAPTIVE CLOTHING DESIGN 25,000
    MUSICOPIA
    2001 MARKET STREET SUITE 700
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY MUSIC & ART CLASSES FOR CHILDREN WITH ORTHOPEDIC AND OTHER DISABILITIES TO HELP THEM DEVELOPE LIFE SKILLS SUCH AS TEAMWORK, CONFIDENCE AND RESPONSBILITY 25,000
    NEMOURS FUND FOR CHILDREN'S HEALTH - SHANDS HOUSE
    1600 ROCKLAND ROAD
    WILMINGTON,DE19803
    NONE PUBLIC CHARITY EXPAND TELEHEALTH PROGRAM FOR CHILDREN NEEDING THERAPY DURING COVID-19 AND ADDITIONAL ORTHOPEDIC EQUIPMENT TO CONTINUE CARE FOR PEDIATRIC PATIENTS 30,000
    PEGASUS RIDING ACADEMY INC
    8297 BUSTLETON AVENUE
    PHILADELPHIA,PA19152
    NONE PUBLIC CHARITY PROVIDE THERAPEUTIC RIDING LESSONS FOR 6 STUDENTS FROM WIDENER MEMORIAL SCHOOL 24,840
    QUEST THERAPEUTIC SERVICES INC
    461 CANN ROAD
    WEST CHESTER,PA19382
    NONE PUBLIC CHARITY SCHOLARSHIP FOR SPECIAL NEEDS CHILDREN EQUINE-ASSISTED THERAPY 40,000
    ROXBOROUGH YMCA
    7201 RIDGE AVENUE
    PHILADELPHIA,PA19128
    NONE PUBLIC CHARITY PROVIDE FINANCIAL ASSISTANCE FOR CHILDREN WITH PHYSICAL DISABILITIES TO ATTEND DRAGONFLY DAY CAMP 35,000
    SCHOOL DISTRICT OF PHILADELPHIA
    21ST STREET THE PARKWAY
    PHILADELPHIA,PA19103
    NONE PUBLIC CHARITY GENERAL SUPPORT OF THE WIDENER MEMORIAL SCHOOL 100,000
    SETTLEMENT MUSIC SCHOOL
    P O BOX 63966
    PHILADELPHIA,PA19147
    NONE PUBLIC CHARITY FUND VIRTUAL THERAPY SERVICES FOR THE STUDENTS OF THE WIDENER MEMORIAL SCHOOL DURING COVID-19 CRISIS 50,000
    SPECIAL EQUESTRIANS
    2800 STREET ROAD
    WARRINGTON,PA18976
    NONE PUBLIC CHARITY SUPPORT SCHOLARSHIP PROGRAM FOR RIDING LESSONS PROVIDED TO CHILDREN AND ADULTS WITH DISABILITIES AT A REDUCED RATE BASED ON NEED 15,000
    ST EDMOND'S HOME FOR CHILDREN
    320 SOUTH ROBERTS ROAD
    ROSEMONT,PA19010
    NONE PUBLIC CHARITY PURCHASE VITAL SIGNS MONITOR, PORTABLE AUTOMATIC LIFT, A THERMOSCAN THERMOMETER AND PULSE-OXIMETERS TO ASSESS AND MONTIOR HEALTH OF RESIDENTS 8,000
    THE WIDENER MEMORIAL SCHOOL
    1450 W OLNEY AVENUE
    PHILADELPHIA,PA19141
    NONE PUBLIC CHARITY FUND FIRST EVER VIRTUAL LEARNING PLATFORM FOR 2020 SUMMER PROGRAM; PROGRAM SUPPORTS STUDENTS WITH ACADEMIC AND EXPRESSIVE ARTS AND PROVIDE PROFESSIONAL DEVELOPMENT COURSES FOR STAFF 150,000
    VARIETY - THE CHILDREN'S CHARITY
    2950 POTSHOP ROAD
    WORCESTER,PA19490
    NONE PUBLIC CHARITY PAY FOR INSTRUCTORS AND SUPPLIES FOR AFTER-SCHOOL PROGRAM FOR CHILDREN OF THE WIDENER MEMORIAL SCHOOL EMPHASIZING SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATH 95,240
    Total .................................bullet 3a 842,780
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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....     14 162,053  
    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 ............
        18 265,385  
    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).. 0 427,438 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    427,438
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WIDENER MEMORIAL FOUNDATION IN AID
    OF HANDICAPPED CHILDREN
    Employer identification number
    23-6267223
    Part I
    Contributors
    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

    $ 642,849


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 $805,440. OF THE AMOUNT OF QUALIFYING DISTRIBUTIONS MADE IN 2020 AS A DISTRIBUTION OUT OF CORPUS. THIS IS IN CONFORMITY WITH THE REQUIREMENTS OF SEC. 4942(G)(3)(A).__________________________________________SIGNATURE DATE

    TY 2020 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
    ABBVIE INC. 12,428 14,465
    ACCENTURE PLC CLASS A 9,164 13,061
    ACTIVISION BLIZZARD INC. 7,542 9,285
    ADOBE INC. 2,772 18,504
    AIR PRODUCTS & CHEMICALS INC. 7,623 9,016
    AIRBNB INC. 5,788 5,725
    AKAMAI TECHNOLOGIES 7,846 7,874
    ALIGN TECHNOLOGY INC. 7,316 15,497
    ALLSTATE CORP. 7,755 7,805
    ALPHABET INC. CL. A 18,713 35,053
    AMAZON INC. 29,763 71,652
    AMERICAN TOWER CORP. 5,854 5,612
    AMERICAN WATER WORKS CO. INC. 3,322 6,906
    AMERISOURCEBERGEN CORP. 6,798 7,528
    AMGEN INC. 6,461 11,266
    APPLE INC. 23,677 67,937
    ATLASSIAN CORP. PLC CLASS A 3,555 8,419
    AUTOZONE INC. 2,335 3,556
    BANK OF AMERICA 16,278 16,671
    BLACKROCK INC 12,199 13,709
    BOOZ ALLEN HAMILTON HOLDING 6,113 10,898
    BRISTOL MYERS SQUIBB CO. 10,635 10,855
    BROADCOM INC. 10,490 16,638
    CDW CORP. 13,106 14,497
    CHARTER COMMUNICATIONS INC. 21,306 26,462
    CINTAS CORP. 7,004 10,604
    CLOROX CO 7,170 8,077
    COMCAST CORP 6,877 11,685
    COSTAR GROUP INC. 5,065 13,864
    COSTCO WHOLESALE CORP. 10,798 17,332
    COUPA SOFTWARE INC 2,777 5,761
    D R HORTON INC 8,134 7,581
    DEXCOM INC 4,080 5,176
    DOLLAR GENERAL CORP. 5,303 8,412
    DOORDASH INC. 5,678 4,711
    EDWARDS LIFESCIENCES CORP. 11,430 17,516
    FACEBOOK INC. A 16,888 35,784
    FIVERR INTERNATIONAL LTD 5,934 6,438
    FLOOR & DECOR HOLDINGS INC. 4,334 10,214
    FMC CORP. NEW 10,242 12,183
    FORTINET INC. 7,071 7,427
    GROCERY OUTLET HOLDING CORP 5,812 6,476
    HOME DEPOT INC. 4,280 14,343
    ILLUMINA INC. 3,538 9,620
    INTERPUBLIC GROUP COMPANIES INC. 9,297 9,643
    INTUIT SOFTWARE INC. 10,653 15,574
    JPMORGAN CHASE & CO. 12,536 31,132
    JOHNSON & JOHNSON 7,586 8,656
    KANSAS CITY SOUTHERN 8,496 11,227
    LAM RESEARCH CORP. 13,163 20,308
    L3 HARRIS TECHNOLOGIES INC. 11,243 10,018
    LILLY ELI & CO. 7,160 13,507
    LOCKHEED MARTIN CORP. 7,254 7,100
    MATCH GROUP INC. 9,494 23,283
    MERCK & CO. INC. 13,782 13,497
    MICROSOFT CORP. 30,660 74,511
    MIRATI THERAPEUTICS INC. 623 1,537
    MONDELEZ INTERNATIONAL 8,251 8,186
    MORGAN STANLEY 13,922 16,927
    MOTOROLA SOLUTIONS INC. 12,477 12,584
    NETFLIX INC. 21,400 40,555
    NORTHROP GRUMMAN CORP. 5,002 9,142
    PAYPAL HOLDINGS INC. 7,086 11,710
    PROCTER & GAMBLE CO. 13,973 20,314
    QUALCOMM 8,713 8,379
    QUANTA SVCS INC 11,155 14,404
    S&P GLOBAL INC. 4,930 14,793
    SAREPTA THERAPEUTICS INC. 2,135 3,069
    SEA LTD. ADR 10,745 39,810
    SERVICE NOW INC. 6,244 27,522
    SNOWFLAKE INC. 3,627 4,502
    SQUARE INC. 14,233 31,558
    STRYKER CORP. 7,597 8,576
    TAIWAN SEMICONDUCTOR MTG CO. 8,978 9,268
    TARGET CORP. 7,364 12,357
    TELEDYNE TECHNOLOGIES INC. 8,017 9,016
    THERMO FISHER SCIENTIFIC INC 14,862 16,302
    TOTAL S E 14,892 13,621
    TRANSUNION 8,759 10,914
    TRUIST FINANCIAL CORP. 8,273 12,558
    TWILIO INC. 7,454 17,941
    UBER TECHNOLOGIES INC 19,631 22,899
    UNITEDHEALTH GROUP INC. 5,480 11,572
    VISA INC. CLASS A 14,488 43,965
    WARNER MUSIC GROUP CORP. 8,632 11,017
    WEC ENERGY GROUP INC. 3,553 8,743
    ZILLOW GROUP INC. 4,871 11,682
    ZOETIS INC. 9,703 13,571
    BLACKROCK CORE BOND PORTFOLIO FUND - PNC 205,128 252,876
    BLACKROCK EVENT DRIVEN EQ-IS 319,000 332,149
    BLACKROCK HIGH YIELD BOND PORTFOLIO FUND - PNC 181,824 267,190
    BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO - PNC 240,903 252,383
    DODGE & COX INCOME FUND - PNC 348,000 372,054
    DODGE & COX INTERNATIONAL STOCK FUND 190,000 179,271
    EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 313,000 313,588
    HARDING LOEVNER EMERGING MARKETS PORTFOLIO FUND 225,035 261,669
    GLOBAL X FINTECH THEMATIC ET ETF 35,620 57,593
    GLOBAL X GENOMICS & BIOTEC ETF 9,425 15,353
    GLOBAL X INTERNET OF THINGS ETF 33,091 54,456
    GLOBAL X LITHIUM & BATTERY TECH ETF 27,414 65,356
    GLOBAL X ROBOTICS & ARTIFI ETF 35,338 58,781
    GLOBAL X SOCIAL MEDIA INDEX ETF 26,244 50,969
    INVESCO QQQ TRUST WTF 285,839 375,233
    INVESCO WATER RESOURCES ETF 27,881 37,299
    ISHARES CORE S&P SMALL CAP ETF 167,275 606,356
    ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FUND - PNC 310,929 453,619
    ISHARES MSCI EAFE ETF 338,265 486,935
    ISHARES MSCI EMERGING MARKETS ETF 143,277 261,502
    ISHARES US REAL ESTATE ETF 170,910 292,152
    LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO FUND 287,000 286,482
    SPDR MIDCAP TRUST SERIES 1 ETF 221,879 721,423
    VANGUARD VALUE ETF 296,247 388,404
    WCM FOCUSED INTL GROWTH-INS 200,000 258,327
    WESTERN ASSET TOTAL RETURN UN-IN - PNC 196,605 212,928

    TY 2020 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 7,200 1,440   5,760


    TY 2020 OtherDecreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    DISALLOWED WASH SALE 254
    RETURN OF CAPITAL DISTRIBUTIONS 3,846
    GRANT CHECK ISSUED 2019 CLEARED 2020 10,000


    TY 2020 OtherIncreasesSchedule
    Name:
    WIDENER MEMORIAL FOUNDATION IN AID
     
    OF HANDICAPPED CHILDREN
    EIN:
    23-6267223
    Description Amount
    BOOK VALUE AND INCOME TIMING ADJUSTMENTS 6,821
    GRANTS CHECKS ISSUED 2020 BUT CLEARED 2021 20,000


    TY 2020 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 16,470 16,470   0
    PNC CHECKING ACCOUNT SERVICE CHARGES 36 0   36


    TY 2020 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 3,212 3,212   0
    BALANCE DUE PRIOR YEAR EXCISE TAX WITH EXTENSION 1,300 0   0
    CURRENT YEAR ESTIMATED EXCISE TAX 0 0   0