Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WIDEN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 163
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COTTAGE GROVE, WI535270163
A Employer identification number

87-2976602
B Telephone number (see instructions)

(608) 239-8843
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,195,365J 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) 19,015
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 190,393 190,393  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -14,626
b Gross sales price for all assets on line 6a 2,355,228
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
13,264 0  
12 Total. Add lines 1 through 11........ 208,046 190,393  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,588 11,588   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
56,533 56,533   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,500 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,398 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,019 68,121   0
25 Contributions, gifts, grants paid....... 550,150 550,150
26 Total expenses and disbursements. Add lines 24 and 25 631,169 68,121   550,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -423,123
b Net investment income (if negative, enter -0-) 122,272
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 29,820 54,160 54,160
2 Savings and temporary cash investments......... 373,146 386,028 386,028
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,769,754 Click to see attachment
List of Attached Documents:
// Content
1,312,715 		1,312,715
b Investments—corporate stock (attach schedule)....... 6,048,278 Click to see attachment
List of Attached Documents:
// Content
6,505,810 		6,505,810
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
758,298 		758,298
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 382,835 Click to see attachment
List of Attached Documents:
// Content
178,354 		178,354
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,603,833 9,195,365 9,195,365
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 8,603,833 9,195,365
29 Total net assets or fund balances (see instructions)..... 8,603,833 9,195,365
30 Total liabilities and net assets/fund balances (see instructions). 8,603,833 9,195,365
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
8,603,833
2
Enter amount from Part I, line 27a .....................
2
-423,123
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,014,655
4
Add lines 1, 2, and 3 ..........................
4
9,195,365
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,195,365
Form 990-PF (2023)
Form 990-PF (2023)
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 CAPITAL GAINS DIVIDENDS P    
c
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 2,353,519   2,369,854 -16,335
b 1,709     1,709
c
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       -16,335
b       1,709
c
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 -14,626
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
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 right arrow 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) 1 1,700
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,700
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,700
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,077
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,077
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,377
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,377 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.WIDENFAMILYFOUNDATION.ORG/
14
The books are in care ofright arrowLEANNE WIDEN Telephone no.right arrow (608) 239-8843

Located atright arrowPO BOX 163COTTAGE GROVEWI ZIP+4right arrow535270163
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
LEANNE WIDEN PRESIDENT/DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
REED WIDEN DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
JESSE WIDEN TREASURER/DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
JENNA VIAL VICE PRESIDENT/DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
ALLISON WIDEN SECRETARY/DIRECTOR
5.00 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
CODY VIAL TREASURER/DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
SAM BAXTER DIRECTOR
0.50 		0 0 0
PO BOX 163
COTTAGE GROVE,WI535270163
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
ISTHMUS PARTNERS LLC INVESTMENT MANAGEMENT 56,533
1 S PINCKNEY STREET SUITE 818
MADISON,WI53703
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
8,354,474
b
Average of monthly cash balances.......................
1b
577,163
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,931,637
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
8,931,637
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
133,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,797,662
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
439,883
Part X
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 IX, line 6..................
1
439,883
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,700
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,700
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
438,183
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
438,183
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 XII, line 1 ...
7
438,183
Part XI
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
550,150
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
550,150
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 438,183
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 63,660
e From 2022...... 67,770
f Total of lines 3a through e ........ 131,430
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 550,150
a Applied to 2022, 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)........ 		0
d Applied to 2023 distributable amount..... 438,183
e Remaining amount distributed out of corpus 111,967
5 Excess distributions carryover applied to 2023. 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 5 243,397
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		243,397
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 63,660
d Excess from 2022.... 67,770
e Excess from 2023.... 111,967
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
LEANNE WIDEN
REED WIDEN
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LEANNE WIDEN PRESIDENT WIDEN FAMILY
PO BOX 163
COTTAGE GROVE,WI535270163
(608) 239-8843
INFO@WIDENFAMILYFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
GRANT REQUEST LETTER
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE LIMITED TO EDUCATION (SCHOLARSHIPS PROGRAMS AND OTHER PROGRAMS THAT PROMOTE EDUCATIONAL ADVANCEMENT THROUGH ENHANCING ACADEMIC SKILLS AND SUPPORTING DISADVANTAGE GROUPS), SMALL BUSINESS SUPPORT (REDUCING BARRIES OF OPPORTUNITY THROUGH SUPPORTING NONPROFITS THAT CREATE AND ENCOURAGE ENTREPRENEURSHIP), AND COMMUNITY ADVOCACY (SUPPORT FOR SAFE AND AFFORDABLE HOUSING, PROGRAMS THAT ASSIST WITH CHILD WELFARE, BASIC NEEDS AND OTHER HUMAN SERVICES, AND SUPPORT FOR ORGANIZATIONS THAT PROMOTE VIBRANT AND DIVERSE NEIGHBORHOODS).
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALY WOLFF FOUNDATION INC

310 SOUTHING GRANGE
COTTAGE GROVE,WI53527 		  PC NEUROENDOCRINE CANCER RESEARCH 50,000

BIKES FOR KIDS WISCONSIN INC

PO BOX 6594
MADISON,WI53716 		  PC ACCESSIBLE TRANSPORTATION EQUITY 10,000

BLACK GIRL MAGIC EDUCATIONAL SERVICES INC

5309 GOLDEN LEAF TRAIL
MADISON,WI53704 		  PC OPPORTUNITIES FOR BLACK GIRLS 15,000

CENTER FOR COMMUNITY STEWARDSHIP INC

116 N FEW STREET
MADISON,WI53703 		  PC GET KIDS OUTSIDE 3,750

CENTER FOR DEAF-BLIND PERSONS

8306 W LINCOLN AVENUE
WEST ALLIS,WI53219 		  PC SERVICES FOR DEAF-BLIND PERSONS 5,000

COMMON THREADS FAMILY RESOURCE CENTER

1717 N STOUGHTON ROAD
MADISON,WI53704 		  PC NEURODIVERSITY RESPECT 10,000

COMMUNITY ACTION COALITION FOR SOUTH CENTRAL WISCONSIN INC

4101 E TOWNE BLVD
MADISON,WI53704 		  PC END POVERTY IN SOUTH CENTRAL WISCONSIN 5,000

COMMUNITY SUPPORT NETWORK

1191 N SHERMAN AVENUE
MADISON,WI53704 		  PC DAY-TIME SERIVCES TO INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES 5,000

CORNERSTONES OF GRACE INC

4030 HWY N
COTTAGE GROVE,WI53527 		  PC SUPPORT FOR WOMEN AND CHILDREN IN CRISIS 16,000

DOGS IN VESTS

W383 CARLIN TRAIL
PALMYRA,WI53156 		  PC SERVICE DOGS FOR CHILDREN WITH AUTISM IN WISCONSIN 8,600

EASTER SEALS WISCONSIN INC

8001 EXCELSIOR DRIVE SUITE 200
MADISON,WI53725 		  PC COMMUNITY RESOURCES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES 10,000

EXPO OF WISCONSIN INC (EX-INCARCERATED PEOPLE ORGANIZING)

17 APPLEGATE CT SUITE 202
MADISON,WI53713 		  PC CHALLENGE INJUSTICES IN WISCONSIN'S PENAL SYSTEM 10,000

EXTENDED HANDS FOOD PANTRY

PO BOX 7372
MADISON,WI53707 		  PC FOOD DISTRIBUTION SUPPORT 7,700

FAMILY WORKS PROGRAMS INC

5604 MEDICAL CIRCLE
MADISON,WI53719 		  PC LICENSE, TRAIN AND SUPPORT FOSTER PARENTS 5,000

GIGI'S PLAYHOUSE MADISON

4104 MONONA DR
MADISON,WI53716 		  PC DOWN SYNDROME SUPPORT AND ACCEPTANCE FOR FAMILIES AND COMMUNITIES 5,000

GIRLS ON THE RUN

901 DEMING WAY SUITE 11
MADISON,WI53717 		  PC TEACH CRITICAL LIFE SKILLS 7,500

GOODMAN COMMUNITY CENTER

149 WAUBESA STREET
MADISON,WI53704 		  PC COMMUNITY RESOURCES 25,000

LASSID MINISTRIES INC (AKA CONVERGENCE RESOURCE CENTER)

2323 N MAYFAIR ROAD SUITE 400
MILWAUKEE,WI53226 		  PC REBUILDING LIFE AFTER TRAUMA FOR FEMALE TRAFFICKING SURVIVORS 10,000

LOGAN'S HEART AND SMILES

PO BOX 259881
MADISON,WI53725 		  PC HOME MODIFICATIONS FOR ACCESSIBILITY FOR CHILDREN IN WISCONSIN 25,000

LOV INC

504 S BREARLY STREET
MADISON,WI53703 		  PC INCLUSIVENESS FOR PEOPLE WITH DISABILITIES 10,000

MADISON PUBLIC SCHOOLS FOUNDATION INC

2005 W BELTLINE HIGHWAY SUITE 203
MADISON,WI53713 		  PC EDUCATIONAL SUPPORT 5,000

MADISON READING PROJECT INC

1337 GREENWAY CROSS
MADISON,WI53713 		  PC LITERACY RESOURCES 10,000

MAYDM INC

203 S PATERSON ST SUITE 400
MADISON,WI53703 		  PC YOUTH DEVELOPMENT FOR STEM CAREERS FOR GIRLS AND YOUTH OF COLOR 5,000

MENTORING POSITIVES

414 RETHKE AVENUE
MADISON,WI53714 		  PC YOUTH DEVELOPMENT 10,000

MONONA GROVE EDUCATION FOUNDATION

5301 MONONA DRIVE
MONONA,WI53716 		  PC WEEKEND SNACK PACK 9,700

MUSICALLY FED

8274 E DEL CADENA DRIVE
SCOTTSDALE,AZ85258 		  PC FOOD DISTRIBUTION COORDINATION SUPPORT 10,000

OPERATION FRESH START

2670 MILWAUKEE STREET
MADISON,WI53704 		  PC EMPOWERING EMERGING ADULTS TOWARD SELF-SUFFICIENCY 20,000

PLAYING FIELD INC

3910 MINERAL POINT ROAD
MADISON,WI53705 		  PC BREAKING BARRIERS FOR HIGH QUALITY EARLY CARE AND EDUCATION 10,000

ROAD HOME DANE COUNTY

890 WINGRA DRIVE
MADISON,WI53715 		  PC SUPPORT FOR HOMELESS FAMILIES WITH CHILDREN IN MADISON 80,000

SALVATION ARMY OF DANE COUNTY

630 E WASHINGTON AVE
MADISON,WI53703 		  PC SOCIAL SERVICES FOR HUNGRY AND HOMELESS INDIVIDUALS 10,000

SECOND HARVEST FOOD BANK

2802 DAIRY DRIVE
MADISON,WI53718 		  PC COMMUNITY FOOD BANK 5,000

SPECIALTY CARE FREE CLINIC

1409 EMIL STREET
MADISON,WI53713 		  PC SPECIALTY MEDICAL CARE FOR UNINSURED PATIENTS 17,400

ST LUKE'S LUTHERAN CHURCH - LUKE'S CLOSET

7337 HUBBARD AVENUE
MIDDLETON,WI53562 		  PC CLOTHING FOR FOSTER CHILDREN AND ADOPTIVE FAMILIES 12,000

TIME ON THE WATER

1821 ONACREST COURT
ST PAUL,MN55117 		  PC FISHING TRIPS FOR VETERANS AND OTHER HEROES 20,000

WAYFORWARD RESOURCES

3502 PARMENTER STREET
MIDDLETON,WI53562 		  PC FOOD AND HOUSING SECURITY 50,000

WISCONSIN WOMEN'S NETWORK

122 E OLIN AVENUE SUITE 100
MADISON,WI53713 		  PC ADVANCEMENT FOR WOMEN AND GIRLS IN WISCONSIN 5,000

YMCA OF DANE COUNTY

711 COTTAGE GROVE ROAD
MADISON,WI53716 		  PC COMMUNITY SUPPORT - EAST YMCA 2,500

YWCA MADISON

101 E MIFFLIN STREET SUITE 100
MADISON,WI53703 		  PC COMMUNITY SUPPORT FOR UNHOUSED PEOPLE 25,000
Total .................................right arrow 3a 550,150
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 190,393  
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 -14,626  
9 Net income or (loss) from special events:     05 2,605  
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) .. 0 178,372 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
178,372
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
WIDEN FAMILY FOUNDATION INC
 
Employer identification number

87-2976602
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WIDEN FAMILY FOUNDATION INC
  		Employer identification number
87-2976602
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
WILLIAM AND THERESA MCGRATH
40738 N GRAND AVENUE
 
ANTIOCH, IL60002

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
WILLIAM NORDLAND
40402 N SOUTH NEWPORT DRIVE
 
ANTIOCH, IL60002

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
O'NEIL CANNON HOLLMAN DEJONG & LAING SC
 
111 E WISCONSIN AVE SUITE 1400
 
MILWAUKEE, WI53202

$ 5,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WIDEN FAMILY FOUNDATION INC
  		Employer identification number

87-2976602
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WIDEN FAMILY FOUNDATION INC
  		Employer identification number

87-2976602
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BAKER TILLY US, LLP 11,588 11,588   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Name of Bond End of Year Book Value End of Year Fair Market Value
PNC BANK A 5.25% 6.28.24 49,984 49,984
MORGAN STANLEY 4.95% 6.30.25 50,130 50,130
STATE BANK OF IND 1.25% 12.30.25 46,821 46,821
UBS BANK USA 4.7% 6.29.26 50,300 50,300
WELLS FARGO BANK 4.25% 12.29.26 99,773 99,773
STATE BANK OF IND 1.4% 12.30.26 45,862 45,862
STATE BANK OF IND 1.65% 1.21.27 115,378 115,378
FIRST FOUNDATION 4.55% 6.29.27 50,434 50,434
UBS BANK USA 4.05% 12.29.27 99,618 99,618
MORGAN STANLEY 4.45% 6.29.28 50,559 50,559
WELLS FARGO BANK 4% 12.29.28 99,439 99,439

TY 2023 InvestmentsCorpStockSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Name of Stock End of Year Book Value End of Year Fair Market Value
ALEX 5,192 5,192
ALNT 16,102 16,102
AMAL 17,807 17,807
AMSWA 15,300 15,300
AMSF 15,297 15,297
AMN 12,280 12,280
APAM 20,411 20,411
ATKR 20,640 20,640
AVNT 14,134 14,134
AZZ 23,991 23,991
BLFS 8,434 8,434
CRAI 12,752 12,752
CCBG 16,687 16,687
PRTX 7,281 7,281
CMCO 14,593 14,593
CRK 8,584 8,584
CNM 28,085 28,085
CCRD 5,892 5,892
CULP 11,516 11,516
DCGO 8,922 8,922
EMBC 13,989 13,989
EIG 17,375 17,375
EXPO 6,867 6,867
SRCE 17,474 17,474
FWRD 9,682 9,682
FTDR 15,074 15,074
GIC 19,614 19,614
GSL 15,598 15,598
HCKT 16,964 16,964
HAE 11,458 11,458
HLIO 9,705 9,705
HY 29,665 29,665
ICHR 16,109 16,109
INDB 12,241 12,241
ISSC 8,462 8,462
IIIN 16,120 16,120
TILE 15,535 15,535
JOUT 11,752 11,752
KFY 19,526 19,526
LGND 18,141 18,141
LTHM 13,413 13,413
MTW 16,907 16,907
MCFT 14,173 14,173
MATV 8,926 8,926
MGPI 14,088 14,088
MLKN 12,273 12,273
MDXG 13,497 13,497
MLI 17,163 17,163
NVEC 22,902 22,902
NSSC 22,263 22,263
NOG 8,749 8,749
OIL 7,895 7,895
OABI 12,328 12,328
OEC 26,870 26,870
OTCM 3,634 3,634
PGTI 31,583 31,583
PLXS 20,869 20,869
RLI 19,169 19,169
REYN 14,547 14,547
SHYF 12,110 12,110
SILC 7,855 7,855
SFM 21,938 21,938
SUPN 15,078 15,078
TTEK 16,526 16,526
UTMD 15,160 15,160
VREX 13,633 13,633
VIAV 4,229 4,229
A 95,448 95,448
ALSN 117,056 117,056
AM 34,721 34,721
AAPL 103,004 103,004
AMAT 94,163 94,163
AZO 103,424 103,424
BK 114,562 114,562
BAH 95,037 95,037
CHRW 97,189 97,189
COR 119,531 119,531
CL 106,971 106,971
EBAY 91,384 91,384
EA 103,839 103,839
EMR 93,826 93,826
FMC 57,376 57,376
FITB 82,500 82,500
FLT 106,544 106,544
FLX 95,837 95,837
IT 105,109 105,109
INTC 110,249 110,249
JNJ 101,568 101,568
KVUE 94,237 94,237
KMB 90,889 90,889
LEA 92,069 92,069
LOW 92,358 92,358
MCD 104,075 104,075
MSFT 117,324 117,324
PYPL 63,436 63,436
PNC 95,232 95,232
QCOM 113,824 113,824
DGX 104,789 104,789
ROK 106,495 106,495
SLB 57,920 57,920
SYY 95,361 95,361
TSCO 81,281 81,281
TTEK 118,291 118,291
ULTA 93,588 93,588
UPS 85,533 85,533
WRB 93,138 93,138
WCC 104,328 104,328
GWW 104,415 104,415
ZBRA 91,839 91,839
ZTS 105,198 105,198
IEFA 918,701 918,701
SPEM 314,724 314,724
FNWFX 144,398 144,398

TY 2023 InvestmentsGovtObligationsSch
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
US Government Securities - End of Year Book Value:

1,312,715
US Government Securities - End of Year Fair Market Value:

1,312,715
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INN (REIT) FMV 3,118 3,118
DOC (REIT) FMV 80,991 80,991
PSA (REIT) FMV 94,245 94,245

TY 2023 OtherExpensesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE MAINTENANCE 608 0   0
SPECIAL EVENT 2023: DIRECT EXPENSE 10,659 0   0
OFFICE EXPENSES 106 0   0
WDFI ANNUAL REPORT 25 0   0


TY 2023 OtherIncomeSchedule2
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 13,264   13,264


TY 2023 OtherIncreasesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 1,014,655


TY 2023 OtherProfessionalFeesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ISTHMUS PARTNERS LLC 56,533 56,533   0


TY 2023 TaxesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPT OF TREASURY 2022 990PF EXTENSION PAYMENT 1,500 0   0