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
WIDGER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO HARP-WEAVER 8033 GERMANTOWN AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19118
A Employer identification number

83-2860358
B Telephone number (see instructions)

(610) 937-0044
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$17,900,008J 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) 2,548,963
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,262 9,262  
4 Dividends and interest from securities... 65,094 155,334  
5a Gross rents............ 55,000 55,000 55,000
b Net rental income or (loss) -136,876
6a Net gain or (loss) from sale of assets not on line 10 242,666
b Gross sales price for all assets on line 6a 3,779,072
7 Capital gain net income (from Part IV, line 2)... 791,424
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
0 -480,666  
12 Total. Add lines 1 through 11........ 2,920,985 530,354 55,000
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,717 3,681 0 4,036
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,565 4,783 0 4,782
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
200,768 121,168 0 79,375
17 Interest............... 17,477 17,477 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,529 26,454 0 0
19 Depreciation (attach schedule) and depletion... 140,630 140,630 140,630
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
5,924 2,524 0 3,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 407,610 316,717 140,630 91,593
25 Contributions, gifts, grants paid....... 3,733,033 3,254,179
26 Total expenses and disbursements. Add lines 24 and 25 4,140,643 316,717 140,630 3,345,772
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,219,658
b Net investment income (if negative, enter -0-) 213,637
c Adjusted net income (if negative, enter -0-)... 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............. 567,062 65,761 65,761
2 Savings and temporary cash investments.........   609,884 609,884
3 Accounts receivable right arrow676,321
Less: allowance for doubtful accounts right arrow   676,321 676,321 676,321
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)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
3,961,748 		3,961,748
c Investments—corporate bonds (attach schedule).......      
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).......... 11,805,048 Click to see attachment
List of Attached Documents:
// Content
8,972,123 		8,972,123
14 Land, buildings, and equipment: basis right arrow4,006,954
Less: accumulated depreciation (attach schedule) right arrow392,783 3,201,432 Click to see attachment
List of Attached Documents:
// Content
3,614,171 		3,614,171
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,249,863 17,900,008 17,900,008
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   478,854
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
828,106
23 Total liabilities (add lines 17 through 22)......... 0 1,306,960
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 16,249,863 16,593,048
29 Total net assets or fund balances (see instructions)..... 16,249,863 16,593,048
30 Total liabilities and net assets/fund balances (see instructions). 16,249,863 17,900,008
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
16,249,863
2
Enter amount from Part I, line 27a .....................
2
-1,219,658
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,562,843
4
Add lines 1, 2, and 3 ..........................
4
16,593,048
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
16,593,048
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 ST CAPITAL GAIN LPS     2023-12-31
c LT CAPITAL GAIN LPS     2023-12-31
d 1231 GAIN LPS     2023-12-31
e PLURIBUS LABS SALE     2023-12-31
CAPITAL GAINS DIVIDENDS P    
(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 3,779,022   3,536,298 242,724
b       30,773
c       481,963
d       51,746
e 1,496,456   1,512,288 -15,832
50     50
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       242,724
b       30,773
c       481,963
d       51,746
e       -15,832
      50
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 2 791,424
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 3 309,411
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 2,970
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 2,970
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,970
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 171
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 2,859
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,859 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
 
No
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 arrowPA
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 Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 arrowN/A
14
The books are in care ofright arrowHARP-WEAVER LLC Telephone no.right arrow (610) 937-0044

Located atright arrow8033 GERMANTOWN AVEPHILADELPHIAPA ZIP+4right arrow19118
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
CHARLES WIDGER PRESIDENT
1.00 		0 0 0
1289 FARM ROAD
BERWYN,PA193122064
BARBARA C WIDGER DIRECTOR
1.00 		0 0 0
1289 FARM ROAD
BERWYN,PA193122064
ASHLEY ELIZABETH WIDGER SECRETARY/TREASURER
1.00 		0 0 0
1289 FARM ROAD
BERWYN,PA193122064
JONATHAN KAPLOW DIRECTOR
1.00 		0 0 0
1289 FARM ROAD
BERWYN,PA193122064
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
EAST BAY MERCHANT PARTNERS ADVISORY, ACCOUNTING & INVEST. ADMIN 93,575
1205 WESTLAKES DR
BERWYN,PA19312
HARP-WEAVER LLC CONSULTING 70,000
8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
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 PROPERTY LEASED TO ELWYN OF PA AND DE, A 501(C)(3) HOSPITAL, IN CARRYING OUT ITS EXEMPT PURPOSE OF ENGAGEMENT WITH AND SUPPORT OF THEIR MISSION. 191,876
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
3,753,568
b
Average of monthly cash balances.......................
1b
714,469
c
Fair market value of all other assets (see instructions)................
1c
8,972,123
d
Total (add lines 1a, b, and c).........................
1d
13,440,160
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
13,440,160
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
201,602
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,238,558
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
661,928
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
661,928
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,970
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,806
c
Add lines 2a and 2b............................
2c
6,776
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
655,152
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
655,152
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
655,152
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
3,345,772
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
553,369
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
3,899,141
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 7 655,152
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...... 2,325,968
e From 2022...... 1,721,090
f Total of lines 3a through e ........ 4,047,058
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,899,141
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..... 655,152
e Remaining amount distributed out of corpus 3,243,989
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 7,291,047
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 ...... 		7,291,047
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 2,325,968
d Excess from 2022.... 1,721,090
e Excess from 2023.... 3,243,989
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).)
CHARLES WIDGER
BARBARA C WIDGER
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

CHILDREN OF HOPE

PO BOX 18636
GOLDEN,CO80402 		  PC GENERAL OPERATING SUPPORT 10,000

COMMUNITY LEGAL SERVICES OF PHILADELPHIA

1424 CHESTNUT ST
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT 10,000

MINDFUL PHILANTHROPY

120 S 21ST ST 503
PHILADELPHIA,PA19103 		  PC GENERAL OPERATING SUPPORT 100,000

ELWYN FOUNDATION

111 ELWYN ROAD
ELWYN,PA19063 		  PC CLARKS MANOR GENERAL OPERATING SUPPORT 851,429

PHILLY POPS

1518 WALNUT STREET SUITE 1706
PHILADELPHIA,PA19102 		  PC GENERAL OPERATING SUPPORT 10,000

THE PHOENIX

2239 CHAMPA ST
DENVER,CO80205 		  PC GENERAL OPERATING SUPPORT FOR THE PHOENIX DIRECTLY TO THE PHOENIX 1,100,000

FREIRE FOUNDATION

1617 JOHN F KENNEDY BLVD SUITE 580
PHILADELPHIA,PA19103 		  PC GENERAL OPERATING SUPPORT 100,000

MINDFUL PHILANTHROPY

120 S 21ST ST 503
PHILADELPHIA,PA19103 		  PC FORUM FOR ADVANCING EARLY PSYCHOSIS CARE IN THE PHILADELPHIA REGION 62,500

THE CHILDREN'S HOSPITAL OF PHILADELPHIA

34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		  PC EXPAND CHOP CSC-FEP CAPACITY; IMPROVE ACCESS TO EARLY PSYCHOSIS DIAGNOSIS 259,000

THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH

350 COMMUNITY DRIVE
MANHASSET,NY11030 		  PC GRANT TO REPLICATE STRONG365S ONLINE ENGAGEMENT PROGRAM IN PA, INCLUDING CLINICALLY HIGH RISK YOUTH & NEW ENGAGEMENT STRATEGIES 243,750

VIRGINIA STUDENT AID FOUND DBA VIRGINIA ATHLETICS FOUNDATION

PO BOX 400314
CHARLOTTESVILLE,VA22904 		  PC WOMEN'S LACROSSE PROGRAM; GENERAL OPERATING SUPPORT 250,000

UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST
PHILADELPHIA,PA19104 		  GOV EXPAND PERC CSC-FEP CAPACITY, SERVICES, & CARE DURATION; IMPROVED ACCESS TO EARLY PSYCHOSIS DIAGNOSIS 250,000

ROMAN CATHOLIC HIGH SCHOOL

301 NORTH BROAD STREET
PHILADELPHIA,PA19107 		  PC GENERAL OPERATING SUPPORT 7,500
Total .................................right arrow 3a 3,254,179
bApproved for future payment

PHILADELPHIA YOUTH BASKETBALL
1735 MARKET ST CONCOURSE FLOOR
PHILADELPHIA,PA19103 		  PC GENERAL OPERATING SUPPORT 250,000

THE CHILDREN'S HOSPITAL OF PHILADELPHIA
34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		  PC GENERAL OPERATING SUPPORT 85,104

THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH
972 BRUSH HOLLOW RD FL 5
WESTBURY,NY11590 		  PC GENERAL OPERATING SUPPORT 81,250

MINDFUL PHILANTHROPY INC
120 SOUTH 21ST STREET 503
PHILADELPHIA,PA19103 		  PC GENERAL OPERATING SUPPORT 62,500
Total ................................. right arrow 3b 478,854
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 ........... 		    14 9,262  
4 Dividends and interest from securities .... 901101 1,959 14 63,135  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -136,876  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 16,424 18 226,242  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP ORDINARY INCOME 		901101 3,542 01 -3,542  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 21,925 158,221 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
180,146
(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
WIDGER FAMILY FOUNDATION
 
Employer identification number

83-2860358
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
WIDGER FAMILY FOUNDATION
  		Employer identification number
83-2860358
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
CHARLES AND BARBARA WIDGER
1289 FARM ROAD
 
BERWYN, PA19312

$ 2,548,963


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

83-2860358
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
1
 3,690 SH. ISHARES TR RUS 1000 & 8200 SH. SPDR SER TR S&P DIV $ 1,998,963 2023-07-10
(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
WIDGER FAMILY FOUNDATION
  		Employer identification number

83-2860358
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:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 9,565 4,783 0 4,782

TY 2023 InvestmentsCorpStockSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Name of Stock End of Year Book Value End of Year Fair Market Value
DANAHER CORPORATION COM 92,536 92,536
VERALTO CORP COM SHS 10,941 10,941
I SHARES TR RUS 1000 GRW ETF 564,806 564,806
SPDR SER TR S&P DIVID ETF 328,296 328,296
ABBVIE INC COM USD0.01 11,620 11,620
ACCENTURE PLC 25,967 25,967
ADOBE INC COM 7,159 7,159
ADVANCED MICRO DEVICES INC 4,275 4,275
AERCAP HOLDINGS N.V. EUR0.01 16,425 16,425
AFLAC INC COM USD0.10 9,405 9,405
ALCON INC 7,343 7,343
ALLEGION PLC ORD SHS 8,995 8,995
ALPHABET INC CAP STK CL C 19,448 19,448
AMAZON.COM INC 36,162 36,162
AMERICAN EXPRESS CO COM USD0.20 33,159 33,159
AMERICAN WATER WORKS COMPANY INC COM 4,224 4,224
ANALOG DEVICES INC COM USD0.16 2/3 18,863 18,863
AON PLC SHS CL A COM USD0.01 37,542 37,542
APPFOLIO INC COM CL A 8,316 8,316
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 7,447 7,447
ARMSTRONG WORLD INDS INC NEW COM 11,110 11,110
ATLANTA BRAVES HLDGS INC COM SER C 9,064 9,064
ATRICURE INC 8,530 8,530
AUTODESK INC 19,235 19,235
AVANTOR INC COM 14,337 14,337
AXALTA COATING SYSTEMS LTD COM USD1.00 10,836 10,836
BALL CORP COM NPV 14,150 14,150
BECTON DICKINSON &CO COM USD1.00 6,583 6,583
BENTLEY SYS INC COM CL B 16,645 16,645
BIO RAD LABORATORIES INC 3,229 3,229
BLACKLINE INC COM 9,116 9,116
BROADRIDGE FINANCIAL SOLUTION INC COM 11,934 11,934
BRUKER CORP 4,556 4,556
CABLE ONE INC COM 5,566 5,566
CANADIAN PAC KANS CITY LTD ISIN 21,267 21,267
CANNAE HLDGS INC COM 3,609 3,609
CARMAX INC 6,676 6,676
CASELLA WASTE SYSTEMS INC 7,777 7,777
CASEYS GENERAL STORES INC 13,737 13,737
CASTLE BIOSCIENCES INC COM 7,639 7,639
CATALENT INC COM 12,805 12,805
CHEVRON CORP NEW COM 12,082 12,082
CHUBB LIMITED COM NPV ISIN #CH0044328745 16,950 16,950
CHURCHILL DOWNS INC 16,866 16,866
CITIGROUP INC 10,494 10,494
COASTAL FINL CORP WA COM NEW 21,761 21,761
COMCAST CORP 25,696 25,696
CONOCOPHILLIPS COM 25,071 25,071
DANAHER CORPORATION COM 28,918 28,918
DECKERS OUTDOOR CORP 20,721 20,721
DEERE & CO 6,798 6,798
DIAGEO ADR EACH REPR 4 ORD GBX28.935185 10,779 10,779
DOMINION ENERGY INC COM 12,549 12,549
DONALDSON COMPANY INC 7,777 7,777
DUKE ENERGY CORP NEW COM NEW ISIN 18,438 18,438
DUPONT DE NEMOURS INC COM 12,693 12,693
EATON CORPORATION PLC 12,041 12,041
ECOLAB INC 21,620 21,620
ENDAVA PLC SPON ADS EACH REP 1 ORD SHS 11,755 11,755
ENTEGRIS INC 16,655 16,655
EQUINIX INC COM 20,135 20,135
EVERCORE INC CLASS A 11,802 11,802
FAIR ISAAC CORP 6,984 6,984
FIRST AMERICAN FINANCIAL CORP COM 8,699 8,699
FIRST INDL RLTY TR INC COM 8,059 8,059
FIRSTSERVICE CORP COM NPV ISIN 11,833 11,833
FLEETCOR TECHNOLOGIES INC COM USD0.001 16,957 16,957
FLEX LTD COM USD0.01 8,590 8,590
FOX FACTORY HOLDING CORP COM USD0.001 5,061 5,061
FTI CONSULTING INC 10,157 10,157
GENERAL DYNAMICS CORP COM USD1.00 18,437 18,437
GUIDEWIRE SOFTWARE INC COM USD0.0001 13,630 13,630
GXO LOGISTICS INCORPORATED COMMON STOCK 9,357 9,357
HALEON PLC SPON ADS EACH REP 2 ORD SHS 4,313 4,313
HANOVER INSURANCE GROUP INC 8,621 8,621
HASBRO INC COM USD0.50 3,625 3,625
HENRY JACK &ASSOCIATES INC COM USD0.01 10,295 10,295
HEXCEL CORP 5,826 5,826
HOME DEPOT INC 5,891 5,891
HONEYWELL INTERNATIONAL INC COM USD1 17,825 17,825
ICON PLC ORD EUR0.06 7,926 7,926
ILLINOIS TOOL WORKS INC COM USD0.01 14,669 14,669
INTERCONTINENTAL EXCHANGE INC COM 7,321 7,321
INTUIT INC 31,877 31,877
IQVIA HLDGS INC COM 15,040 15,040
JOHNSON &JOHNSON COM USD1.00 18,652 18,652
JONES LANG LASALLE INC COM USD0.01 11,521 11,521
JPMORGAN CHASE & CO 28,917 28,917
KENVUE INC COM 13,628 13,628
KEYSIGHT TECHNOLOGIES INC COM 9,068 9,068
KKR &CO INC COM 14,747 14,747
KLA CORP COM NEW 11,626 11,626
LABORATORY CORP AMER HLDGS COM USD0.1 5,910 5,910
LAMB WESTON HLDGS INC COM 16,322 16,322
LANCASTER COLONY CORP 11,481 11,481
LOWES COMPANIES INC COM USD0.50 18,027 18,027
MADISON SQUARE GRDN SPRT CORP CL A 6,000 6,000
MARRIOTT INTERNATIONAL INC COM USD0.01 10,148 10,148
MARSH &MCLENNAN COMPANIES INC COM 15,347 15,347
MARTIN MARIETTA MATERIALS INC COM 9,479 9,479
MAXIMUS INC 4,612 4,612
MBIA INC 2,785 2,785
MCKESSON CORP 21,297 21,297
MICROSOFT CORP 50,389 50,389
MONOLITHIC POWER SYSTEMS INC 5,677 5,677
MORGAN STANLEY COM USD0.01 16,599 16,599
MSCI INC 28,283 28,283
MURPHY USA INC COM 12,123 12,123
NASDAQ INC COM STK 13,082 13,082
NCINO INC COM 7,365 7,365
NESTLE ADR 15,957 15,957
NESTLE ADR 347 347
NETFLIX INC 18,501 18,501
NEWMARKET CORP 12,554 12,554
NEXTERA ENERGY INC COM USD0.01 7,957 7,957
NORTHROP GRUMMAN CORP COM USD1 14,044 14,044
NOVO NORDISK A/S ADR-EACH CNV INTO 1 17,793 17,793
NVIDIA CORPORATION COM 25,751 25,751
NXP SEMICONDUCTORS NV 14,700 14,700
ON SEMICONDUCTOR CORP COM USD0.01 5,429 5,429
OWENS CORNING COM USD0.01 16,009 16,009
PACCAR INC COM USD1.00 7,910 7,910
PALO ALTO NETWORKS INC COM USD0.0001 6,192 6,192
PEPSICO INC 10,870 10,870
PERRIGO COMPANY PLC 4,634 4,634
PFIZER INC 17,476 17,476
PINNACLE FINANCIAL PARTNERS COM 9,158 9,158
PIONEER NATURAL RESOURCES CO COM 4,498 4,498
PJT PARTNERS INC COM CL A 20,680 20,680
PNC FINANCIAL SERVICES GROUP COM 8,981 8,981
POOL CORP COM 16,746 16,746
POST HLDGS INC COM 9,775 9,775
PROCORE TECHNOLOGIES INC COM 14,121 14,121
PROCTER AND GAMBLE CO COM 7,620 7,620
PROGRESSIVE CORP COM 20,547 20,547
PROLOGIS INC. COM 24,394 24,394
RBC BEARINGS INC. COM USD0.01 23,076 23,076
REYNOLDS CONSUMER PRODS INC COM 6,495 6,495
ROCKWELL AUTOMATION INC COM USD1 4,968 4,968
RTX CORPORATION COM USD1.00 13,042 13,042
S&P GLOBAL INC COM 25,550 25,550
SALESFORCE INC COM 18,157 18,157
SBA COMMUNICATIONS CORP NEW CL A 4,059 4,059
SERVICENOW INC COM USD0.001 17,662 17,662
SHERWIN-WILLIAMS CO 17,466 17,466
SOUTHERN CO 16,899 16,899
STARBUCKS CORP COM USD0.001 16,130 16,130
STERIS PLC ORD USD0.001 5,936 5,936
STEVANATO GROUP S.P.A. COM NPV 15,146 15,146
TARGET CORP 15,666 15,666
TE CONNECTIVITY LTD COM CHF0.57 7,728 7,728
TETRA TECH INC 6,677 6,677
THE CIGNA GROUP COM 27,250 27,250
THERMO FISHER SCIENTIFIC INC 18,578 18,578
TIMKEN CO 12,103 12,103
TOPBUILD CORP COM 8,234 8,234
TREX COMPANY INC 14,985 14,985
UNIFIRST CORP 5,853 5,853
UNILEVER PLC SPON ADR NEW 7,466 7,466
UNION PAC CORP COM 19,895 19,895
UNITEDHEALTH GROUP INC 35,800 35,800
UTZ BRANDS INC COM CL A 8,217 8,217
VAIL RESORTS INC 7,471 7,471
VERALTO CORP COM SHS 10,200 10,200
VIRTU FINL INC CL A 11,244 11,244
VISA INC 42,697 42,697
WASTE MANAGEMENT INC 9,134 9,134
WATERS CORP 11,194 11,194
WATSCO INC 17,567 17,567
WEST PHARMACEUTICAL SERVICES INC 5,282 5,282
WHITE MTNS INS GROUP LTD COM 13,545 13,545
WORKDAY INC COM USD0.001 CL A 20,705 20,705
YUM! BRANDS INC 19,468 19,468
ZEBRA TECHNOLOGIES CORPORATION CL A 7,653 7,653
SPDR SER TR S&P DIVID ETF 305,552 305,552
ACCENTURE PLC 3,860 3,860
AIA GROUP ADR 2,358 2,358
AIRBUS SE UNSPON ADR EA REPR 0.25 ORD 2,237 2,237
AIRBUS SE UNSPON ADR EA REPR 0.25 ORD 116 116
ALCON INC 3,281 3,281
AMADEUS IT GROUP S A UNSPONSORED ADS 1,370 1,370
AMADEUS IT GROUP S A UNSPONSORED ADS 1,658 1,658
ARGENX SE SPON ADR EACH REP 1 ORD SHS 1,902 1,902
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 6,055 6,055
ASTRAZENECA ADR REP 0.5 ORD 4,041 4,041
ATLAS COPCO AB SP ADR A NEW 2,616 2,616
BRAMBLES LTD SPON ADR EACH REP 2 ORD SHS 1,805 1,805
CANADIAN PAC KANS CITY LTD ISIN 3,874 3,874
COMPASS GROUP PLC SPON ADR EACH REP 1 1,641 1,641
COMPUTERSHARE LTD SPON ADR EACH REP 1 1,027 1,027
CRH ORD EUR 0.32 (DI) 3,251 3,251
DAIICHI SANKYO ADR 2,735 2,735
DEUTSCHE BOERSE AG UNSPONSORD ADR 1,274 1,274
DEUTSCHE BOERSE AG UNSPONSORD ADR 2,137 2,137
DEUTSCHE TELEKOM ADR 4,561 4,561
DIAGEO ADR EACH REPR 4 ORD GBX28.935185 2,622 2,622
EDENRED UNSPON ADR EA REPR 0.50 ORD 359 359
EDP ENERGIAS DE PORTUGAL SA SPONSORED 1,918 1,918
EDP ENERGIAS DE PORTUGAL SA SPONSORED 2,069 2,069
ESSILOR LUXOTTICA UNSPONSORED ADR 1,306 1,306
ESSILOR LUXOTTICA UNSPONSORED ADR 1,407 1,407
GIVAUDAN SA ADR EACH 50 REPR 1 ORD 914 914
GIVAUDAN SA ADR EACH 50 REPR 1 ORD 1,412 1,412
HALEON PLC SPON ADS EACH REP 2 ORD SHS 2,798 2,798
HONG KONG EXCHANGES & CLEARING UNSP ADR 1,541 1,541
HOYA ADR 2,366 2,366
IBERDROLA SA SPON 1,628 1,628
INDITEX (IND.DE DISENO TEXTIL SA) UNSP 4,947 4,947
INTESA SANPAOLO S.P.A. SPON ADR EACH REP 1,684 1,684
INTESA SANPAOLO S.P.A. SPON ADR EACH REP 368 368
KERING UNSPON ADR EA REPR 0.1 ORD 1,548 1,548
L OREAL UNSPON ADR EACH REP 0.2 ORD SHS 3,181 3,181
LEGRAND SA UNSPON ADR EACH REPR 0.20 ORD 1,726 1,726
LEGRAND SA UNSPON ADR EACH REPR 0.20 ORD 457 457
LINDE PLC COM EUR0.001 3,696 3,696
LONDON STOCK EXCHANGE GROUP UNSPN ADR 6,145 6,145
LVMH MOET HENNESSY LOUIS VUITTON ADR 2,437 2,437
LVMH MOET HENNESSY LOUIS VUITTON ADR 2,924 2,924
MONOTARO CO LTD UNSPONSORD ADR 453 453
NESTLE ADR 5,088 5,088
NESTLE ADR 809 809
NICE LTD ADR-EACH CNV INTO 1 ORD ILS1 1,197 1,197
NOMURA RESEARCH INSTITUTE UNSP ADR EACH 1,133 1,133
NOVO NORDISK A/S ADR-EACH CNV INTO 1 7,759 7,759
OLYMPUS CORPORATION UNSPON ADR EACH REP 3,074 3,074
RELX PLC SPON ADS EACH REPR 1 ORD SHS 3,173 3,173
RENTOKIL INITIAL SPON ADS EACH REP 5 ORD 2,260 2,260
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 3,707 3,707
SANDVIK AB ADR-EACH REPR 1 ORD SEK6 802 802
SAP ADR REP 1 ORD 4,947 4,947
SHISEIDO CO LTD SPONSORED ADR 1,532 1,532
SHOPIFY INC COM NPV CL A ISIN 1,870 1,870
SMC SPN ADR REP ORD 2,350 2,350
SONY GROUP CORPORATION SPON ADS EACH 4,450 4,450
STRAUMANN HOLDING AG UNSP ADS EACH REP 1,755 1,755
SUNCOR ENERGY INC NEW COM ISIN 2,723 2,723
THOMSON-REUTERS CORP COM NPV( POST REV 2,924 2,924
TOKYO ELECTRON UNSPON ADR EACH REPR 0.5 4,975 4,975
3I GROUP UNSP ADR EACH REPR 0.5 ORD 638 638
ISHARES TR INTL SEL DIV ETF 134,436 134,436
WASATCH INTERNATIONL OPPORT FUND CL INST 54,038 54,038

TY 2023 InvestmentsOtherSchedule2
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EAST BAY MERCHANT CAPITAL FMV 1,003,471 1,003,471
EAST BAY MERCHANT CAPITAL II FMV 3,491,540 3,491,540
EAST BAY-ARGENT COTTAGES MEMBER FMV 1,998,585 1,998,585
EAST BAY TRUST VENTURES FMV 680,630 680,630
DST SKELLING WATER FUND FMV 1,176,845 1,176,845
ACME CREDIT PARTNERS FMV 572,569 572,569
POINT 406 VENTURES V, LP FMV 48,483 48,483

TY 2023 LandEtcSchedule2
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING & LEASEHOLDS 3,758,140 373,285 3,384,855 3,384,855
FURNITURE & FIXTURES 38,368 19,491 18,877 18,877
LAND 143,049 0 143,049 143,049
ORGANIZATION EXPENSE 67,397 7 67,390 67,390


TY 2023 LegalFeesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,717 3,681 0 4,036


TY 2023 OtherExpensesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 380 0 0 380
OFFICE EXPENSES 804 0 0 804
INSURANCE 4,740 2,524 0 2,216


TY 2023 OtherIncomeSchedule2
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP ORDINARY LOSS 0 -480,666 0


TY 2023 OtherIncreasesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Amount
UNREALIZED GAIN 537,735
PRIOR PERIOD ADJUSTMENT 1,025,108


TY 2023 OtherLiabilitiesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Beginning of Year - Book Value End of Year - Book Value
MARGIN BALANCE 0 828,106


TY 2023 OtherProfessionalFeesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 13,668 13,443 0 0
ADVISORY, ACCOUNTING, INVESTMENT ADMIN 93,575 93,575 0 0
HARP-WEAVER CONSULTING 70,000 14,000 0 56,000
JP CONSULTING 23,375 0 0 23,375
REAL ESTATE MANAGEMENT 150 150 0 0


TY 2023 TaxesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 850 1,775 0 0
REAL ESTATE TAXES 24,679 24,679 0 0


TY 2023 TransfersFrmControlledEntities
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Name US /
Foreign Address		 EIN Description Amount
CLARKS MANOR LLC 2978 PROVIDENCE RD
UPPER PROVIDENCE TOWNS,PA19063 		84-2797172 FOUNDATION MADE NO TRANSFERS TO THE LLC DURING 2023. 1,200,000
Total     0

TY 2023 TransfersToControlledEntities
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Name US /
Foreign Address		 EIN Description Amount
CLARKS MANOR LLC 2978 PROVIDENCE RD
UPPER PROVIDENCE TOWNS,PA19063 		84-2797172 FOUNDATION MADE TRANSFERS TO THE LLC TOTALING $1,200,000 DURING 2023. 1,200,000
Total     1,200,000