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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$9,526,352J 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) 77,797
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7 7  
4 Dividends and interest from securities... 218,045 215,319  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 238,841
b Gross sales price for all assets on line 6a 2,065,271
7 Capital gain net income (from Part IV, line 2)... 238,841
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
11,643 0  
12 Total. Add lines 1 through 11........ 546,333 454,167  
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
6,025 6,025   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,665 60,665   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,000 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
12,519 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,209 66,690   0
25 Contributions, gifts, grants paid....... 512,300 512,300
26 Total expenses and disbursements. Add lines 24 and 25 594,509 66,690   512,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,176
b Net investment income (if negative, enter -0-) 387,477
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 54,160 40,410 40,410
2 Savings and temporary cash investments......... 386,028 235,655 235,655
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) 1,312,715 Click to see attachment
List of Attached Documents:
// Content
1,141,828 		1,141,828
b Investments—corporate stock (attach schedule)....... 6,505,810 Click to see attachment
List of Attached Documents:
// Content
6,626,009 		6,626,009
c Investments—corporate bonds (attach schedule)....... 758,298 Click to see attachment
List of Attached Documents:
// Content
1,268,906 		1,268,906
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).......... 178,354 Click to see attachment
List of Attached Documents:
// Content
213,544 		213,544
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) 9,195,365 9,526,352 9,526,352
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 9,195,365 9,526,352
29 Total net assets or fund balances (see instructions)..... 9,195,365 9,526,352
30 Total liabilities and net assets/fund balances (see instructions). 9,195,365 9,526,352
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
9,195,365
2
Enter amount from Part I, line 27a .....................
2
-48,176
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
379,163
4
Add lines 1, 2, and 3 ..........................
4
9,526,352
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
9,526,352
Form 990-PF (2024)
Form 990-PF (2024)
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 2,061,097   1,826,430 234,667
b 4,174     4,174
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       234,667
b       4,174
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 2 238,841
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 5,386
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 5,386
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,386
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,377
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,377
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 5,991
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,991 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 60,665
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 (2024)
Form 990-PF (2024)
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
9,100,803
b
Average of monthly cash balances.......................
1b
533,355
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,634,158
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
9,634,158
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
144,512
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,489,646
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
474,482
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
474,482
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,386
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,386
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
469,096
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
469,096
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
469,096
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
512,300
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
512,300
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 469,096
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 63,660
d From 2022...... 67,770
e From 2023...... 111,967
f Total of lines 3a through e ........ 243,397
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 512,300
a Applied to 2023, 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 2024 distributable amount..... 469,096
e Remaining amount distributed out of corpus 43,204
5 Excess distributions carryover applied to 2024. 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 5 286,601
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		286,601
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 63,660
c Excess from 2022.... 67,770
d Excess from 2023.... 111,967
e Excess from 2024.... 43,204
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

1000 GENERATIONS INC (DBA SAFE FAMILIES FOR CHILDREN WISCONSIN INC)

PO BOX 213
ELKHORN,WI53121 		N/A PC TEMPORARY HOUSING FOR CHILDREN AT RISK 10,000

ASHE COUNTY ADVANTAGE PROJECT

PO BOX 31
WEST JEFFERSON,NC28694 		N/A PC HURRICANE HELENE RECOVERY 10,000

BADGER PRAIRIE NEEDS NETWORK INC

1200 E VERONA AVENUE
VERONA,WI53593 		N/A PC FOOD PANTRY 25,000

BLACK GIRL MAGIC EDUCATIONAL SERVICES INC

5309 GOLDEN LEAF TRAIL
MADISON,WI53704 		N/A PC OPPORTUNITIES FOR BLACK GIRLS 5,000

BLACK MAN COALITION FOUNDATION

5 N PINCKNEY STREET
MADISON,WI53703 		N/A PC FOSTER/DEVELOP A SAFE/INCLUSIVE ENVIRONMENT IN DANE COUNTY 20,000

CATHOLIC CHARITIES DIOCESE OF MADISON

702 S HIGH POINT ROAD SUITE 201
MADISON,WI53719 		N/A PC BEACON OF HOPE 10,000

COMMUNITY SUPPORT NETWORK

1191 N SHERMAN AVENUE
MADISON,WI53704 		N/A PC DAY-TIME SERIVCES TO INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES 10,000

CORNERSTONES OF GRACE INC

4030 HWY N
COTTAGE GROVE,WI53527 		N/A PC SUPPORT FOR WOMEN AND CHILDREN IN CRISIS 10,800

CREATIVE COMMUNITY LIVING SERVICES INC

500 E MAIN STREET
WATERTOWN,WI53094 		N/A PC SERVICE AND SUPPORT FOR PEOPLE WITH LIMITATIONS 4,000

DOGS IN VESTS

W383 CARLIN TRAIL
PALMYRA,WI53156 		N/A PC SERVICE DOGS FOR CHILDREN WITH AUTISM IN WISCONSIN 4,300

EAST MADISON COMMUNITY CENTER INC

8 STRAUBEL COURT
MADISON,WI53704 		N/A PC COMMUNITY CENTER SUPPORT 25,000

EXPLORE CHILDREN'S MUSEUM OF SUN PRAIRIE INC

1433 W MAIN STREET
SUN PRAIRIE,WI53590 		N/A PC INSPIRE PURPOSEFUL PLAY AND PROMOTE LIFELONG LEARNING 3,000

GIGI'S PLAYHOUSE MADISON

4104 MONONA DR
MADISON,WI53716 		N/A PC DOWN SYNDROME SUPPORT AND ACCEPTANCE FOR FAMILIES AND COMMUNITIES 30,000

GIRLS ON THE RUN

901 DEMING WAY SUITE 11
MADISON,WI53717 		N/A PC TEACH CRITICAL LIFE SKILLS 5,000

HABITAT FOR HUMANITY OF DANE COUNTY INC

6201 ODANA ROAD
MADISON,WI53719 		N/A PC AFFORDABLE HOMES FOR LOW-MODERATE INCOME FAMILIES 10,000

IMAGINE ACADEMY CORP

318 S FORREST STREET
STOUGHTON,WI53589 		N/A PC YOUTH DEVELOPMENT 2,000

IRWIN A AND ROBERT D GOODMAN COMMUNITY CENTER INC

214 WAUBESA STREET
MADISON,WI53704 		N/A PC COMMUNITY RESOURCES 5,000

JOURNEY MENTAL HEALTH CENTER INC

25 KESSEL COURT SUITE 105
MADISON,WI53711 		N/A PC STRENGTH, STABILITY AND SELF-RELIANCE IN PERSONS WITH MENTAL ILLNESS 2,000

KENNEDY HEIGHTS NEIGHBORHOOD ASSOCIATION INC

199 KENNEDY HEIGHTS
MADISON,WI53704 		N/A PC COMMUNITY SUPPORT NETWORK FOR LOW TO MODERATE INCOME PERSONS 9,000

LITERACY NETWORK INC

701 DANE STREET
MADISON,WI53713 		N/A PC ADULT EDUCATION 10,000

LOGAN'S HEART AND SMILES

PO BOX 259881
MADISON,WI53725 		N/A PC HOME MODIFICATIONS FOR ACCESSIBILITY FOR CHILDREN IN WISCONSIN 30,000

LOV INC

504 S BREARLY STREET
MADISON,WI53703 		N/A PC INCLUSIVENESS FOR PEOPLE WITH DISABILITIES 12,000

MADISON COMMUNITY FOUNDATION

111 N FAIRCHILD STREET 260
MADISON,WI53703 		N/A PC FELICIA'S DONATION CLOSET 2,500

MADISON METROPOLITAN SCHOOL DISTRICTCITY OF MADISON

545 W DAYTON STREET
MADISON,WI53704 		N/A GOV LAKE VIEW ELEMENTARY COMMUNITY SCHOOL 10,000

MADISON NORTHSIDE PLANING COUNCIL INC

1219 N SHERMAN AVENUE
MADISON,WI53704 		N/A PC FEED KITCHENS 5,000

MADISON PUBLIC SCHOOLS FOUNDATION INC

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

MADISON READING PROJECT INC

1337 GREENWAY CROSS
MADISON,WI53713 		N/A PC LITERACY RESOURCES 10,000

MAYDM INC

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

MUSICALLY FED

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

OPERATION FRESH START

2670 MILWAUKEE STREET
MADISON,WI53704 		N/A PC EMPOWERING EMERGING ADULTS TOWARD SELF-SUFFICIENCY 5,000

REAP FOOD GROUP INC

3241 GARVER GREEN 240
MADISON,WI53704 		N/A PC PROMOTING THE LOCAL FOOD SYSTEM 15,000

RED CABOOSE CHILDCARE CENTER INC

654 WILLIAMSON STREET
MADISON,WI53703 		N/A PC PROVIDE EXCELLENT CHILDCARE 3,000

RIVER FOOD PANTRY INC

2201 DARWIN ROAD
MADISON,WI53704 		N/A PC COMMUNITY SUPPORT THROUGH FOOD, RESOURCES AND FAITH 30,000

ROAD HOME DANE COUNTY

890 WINGRA DRIVE
MADISON,WI53715 		N/A PC SUPPORT FOR HOMELESS FAMILIES WITH CHILDREN IN MADISON 10,000

SECOND HARVEST FOOD BANK

2802 DAIRY DRIVE
MADISON,WI53718 		N/A PC COMMUNITY FOOD BANK 15,000

SOL RELIEF INC

107 8TH AVENUE SE
ST PETERSBURG,FL33701 		N/A PC HURRICANE RELIEF IN FLORIDA 10,000

SPECIALTY CARE FREE CLINIC

1409 EMIL STREET
MADISON,WI53713 		N/A PC SPECIALTY MEDICAL CARE FOR UNINSURED PATIENTS 25,000

SUNSHINE PLACE INC

18 RICKEL ROAD
SUN PRAIRIE,WI53590 		N/A PC COMPREHENSIVE SERVICES TO SUPPORT BASIS NEEDS OF CHILDREN AND FAMILIES 20,000

TIME ON THE WATER

1821 ONACREST COURT
ST PAUL,MN55117 		N/A PC FISHING TRIPS FOR VETERANS AND OTHER HEROES 10,000

WAYFORWARD RESOURCES

3502 PARMENTER STREET
MIDDLETON,WI53562 		N/A PC FOOD AND HOUSING SECURITY 25,000

WISCONSIN WOMEN'S NETWORK

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

WISCONSIN YOUTH COMPANY INC

733 STRUCK STREET 45620
MADISON,WI53744 		N/A PC ELVER PARK NEIGHBORHOOD COMMUNITY CENTER 5,000

YADA PROJECT

7734 BITTERSWEET COURT
MIDDLETON,WI53562 		N/A PC SUPPORT FOR PEOPLE WHO HAVE BEEN TRAFFICKED/EXPLOITED 25,000

YMCA OF DANE COUNTY

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

YWCA MADISON

101 E MIFFLIN STREET SUITE 100
MADISON,WI53703 		N/A PC COMMUNITY SUPPORT FOR UNHOUSED PEOPLE 7,200
Total .................................right arrow 3a 512,300
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 7  
4 Dividends and interest from securities ....     14 218,045  
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 ............ 		    18 238,841  
9 Net income or (loss) from special events:     05 1,210  
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) .. 0 458,103 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
458,103
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WIDEN FAMILY FOUNDATION INC
  		Employer identification number
87-2976602
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DAVID AND KATHRYN SIMON
18 VINJE COURT
 
MADISON, WI53716

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
VICTOR JORDETH
13175 N 94TH WAY
 
SCOTTSDALE, AZ85260

$ 5,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ALAN AND LAURY RICHARD
13646 E WETHERSFIELD ROAD
 
SCOTTSDALE, AZ85259

$ 5,900


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RUSSELL AND SHEILA WOLFF
310 SOUTHING GRANGE
 
COTTAGE GROVE, WI53527

$ 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.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BAKER TILLY ADVISORY GROUP, LP 6,025 6,025   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Name of Bond End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY 4.95% 6/30/25 50,180 50,180
STATE BANK OF INDIA 1.25% 12/30/25 48,591 48,591
UBS BANK USA 4.7% 6/29/26 50,467 50,467
WELLS FARGO BANK 4.25% 12/29/26 100,664 100,664
STATE BANK OF INDIA 1.4% 12/30/26 47,594 47,594
STATE BANK OF INDIA 1.65% 1/21/27 119,410 119,410
FIRST FOUNDATION 4.55% 6/29/27 50,732 50,732
ALLY BANK 3.65% 10/04/27 99,280 99,280
UBS BANK USA 4.05% 12/29/27 100,422 100,422
MORGAN STANLEY 4.4% 3/6/28 101,393 101,393
MORGAN STANLEY 4.45% 6/29/28 50,827 50,827
UBS BANK USA 4.6% 7/10/28 102,269 102,269
MORGAN STANLEY 3.85% 9/5/28 49,853 49,853
WELLS FARGO BANK 4.0% 12/29/28 100,297 100,297
AMERICAN EXPRESS 3.6% 10/2/29 196,927 196,927

TY 2024 InvestmentsCorpStockSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Name of Stock End of Year Book Value End of Year Fair Market Value
ASO 14,152 14,152
AEIS 19,426 19,426
AMAL 22,124 22,124
AMSF 19,637 19,637
AMN 3,923 3,923
APAM 19,889 19,889
ATKR 10,765 10,765
AVNT 13,892 13,892
ACLS 10,970 10,970
AZZ 9,093 9,093
BELFB 24,164 24,164
BLFS 21,832 21,832
CCBG 20,781 20,781
CMCO 13,928 13,928
CRK 29,152 29,152
CNM 23,317 23,317
CRAI 24,149 24,149
DCGO 17,219 17,219
EMBC 15,260 15,260
EIG 22,592 22,592
FWRD 8,514 8,514
FTDR 29,959 29,959
GIC 12,519 12,519
GSL 17,180 17,180
GMS 16,372 16,372
HCKT 22,886 22,886
HAE 17,958 17,958
HY 19,761 19,761
INDB 11,939 11,939
NGVT 16,789 16,789
ISSC 8,472 8,472
IIIN 15,126 15,126
TILE 29,975 29,975
IRMD 20,075 20,075
KFY 22,191 22,191
LGND 27,216 27,216
LMB 24,721 24,721
LGTY 17,916 17,916
MTW 9,249 9,249
MCFT 14,455 14,455
MATV 6,355 6,355
MGPI 8,149 8,149
MLR 9,477 9,477
MDXG 21,972 21,972
MLI 28,887 28,887
NSSC 18,207 18,207
NOG 8,770 8,770
NVEC 23,778 23,778
OII 9,676 9,676
OABI 8,531 8,531
OEC 15,300 15,300
OTCM 3,329 3,329
PZZA 16,633 16,633
PLXS 30,201 30,201
REYN 14,629 14,629
RLI 23,735 23,735
SHYF 11,634 11,634
SFM 17,663 17,663
TTEK 19,721 19,721
UTMD 12,417 12,417
VREX 12,985 12,985
SRCE 19,791 19,791
ACN 95,687 95,687
ALSN 121,351 121,351
AAPL 140,986 140,986
AMAT 69,118 69,118
AZO 102,464 102,464
BK 120,700 120,700
WRB 88,307 88,307
BAH 71,943 71,943
CHRW 116,235 116,235
CBOE 97,114 97,114
COR 103,128 103,128
CL 86,001 86,001
CTRA 80,451 80,451
EBAY 96,022 96,022
EMR 119,469 119,469
FITB 79,613 79,613
FLS 133,734 133,734
FMC 44,235 44,235
IT 112,882 112,882
GWW 104,351 104,351
HCA 83,742 83,742
HSY 91,449 91,449
INTC 43,990 43,990
JNJ 107,453 107,453
KVUE 93,449 93,449
LKQ 81,034 81,034
LMT 84,068 84,068
LOW 102,422 102,422
MCD 117,985 117,985
MSFT 131,508 131,508
PCAR 48,993 48,993
PYPL 148,509 148,509
PNC 94,496 94,496
DGX 114,653 114,653
ROK 98,026 98,026
SLB 73,114 73,114
SYY 99,704 99,704
TTEK 110,805 110,805
ULTA 100,469 100,469
UPS 97,728 97,728
ZBRA 129,770 129,770
ZTS 86,842 86,842
FNWFX 154,346 154,346
IEFA 932,475 932,475
SPEM 353,810 353,810

TY 2024 InvestmentsGovtObligationsSch
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
US Government Securities - End of Year Book Value:

1,141,828
US Government Securities - End of Year Fair Market Value:

1,141,828
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALEX (REIT) FMV 18,733 18,733
APLE (REIT) FMV 19,157 19,157
DOC (REIT) FMV 83,127 83,127
PSA (REIT) FMV 92,527 92,527

TY 2024 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/SOCIAL MEDIA MAINTENANCE 1,896 0   0
SPECIAL EVENT 2024: DIRECT EXPENSE 10,433 0   0
OFFICE EXPENSES 140 0   0
WDFI ANNUAL REPORT 50 0   0


TY 2024 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 11,643   11,643


TY 2024 OtherIncreasesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 379,163


TY 2024 OtherProfessionalFeesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ISTHMUS PARTNERS LLC 60,665 60,665   0


TY 2024 TaxesSchedule
Name:
WIDEN FAMILY FOUNDATION INC
EIN:
87-2976602
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPT OF TREASURY EXCISE TAX PAYMENT 3,000 0   0