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
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$21,759,207J 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) 8,436,907
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,699 5,699  
4 Dividends and interest from securities... 56,847 325,041  
5a Gross rents............ 60,000 60,000 60,000
b Net rental income or (loss) -184,784
6a Net gain or (loss) from sale of assets not on line 10 604,737
b Gross sales price for all assets on line 6a 5,957,396
7 Capital gain net income (from Part IV, line 2)... 1,613,060
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
-346,886 -712,044 0
12 Total. Add lines 1 through 11........ 8,817,304 1,291,756 60,000
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
15,953 12,540 0 3,413
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,073 6,537 0 6,536
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
466,361 244,446 0 221,050
17 Interest............... 61,444 43,937 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,193 25,064 0 0
19 Depreciation (attach schedule) and depletion... 162,284 162,284 162,284
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
31,840 13,297 0 18,543
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 791,148 508,105 162,284 249,542
25 Contributions, gifts, grants paid....... 3,638,796 3,638,796
26 Total expenses and disbursements. Add lines 24 and 25 4,429,944 508,105 162,284 3,888,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,387,360
b Net investment income (if negative, enter -0-) 783,651
c Adjusted net income (if negative, enter -0-)... 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............. 65,761 152,962 152,962
2 Savings and temporary cash investments......... 609,884 96,997 96,997
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   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)....... 3,961,748 Click to see attachment
List of Attached Documents:
// Content
3,386,161 		3,386,161
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).......... 8,972,123 Click to see attachment
List of Attached Documents:
// Content
14,335,668 		14,335,668
14 Land, buildings, and equipment: basis right arrow4,092,486
Less: accumulated depreciation (attach schedule) right arrow555,067 3,614,171 Click to see attachment
List of Attached Documents:
// Content
3,537,419 		3,537,419
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
250,000 		Click to see attachment
List of Attached Documents:
// Content
250,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,900,008 21,759,207 21,759,207
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
828,106 		Click to see attachment
List of Attached Documents:
// Content
681,074
23 Total liabilities (add lines 17 through 22)......... 1,306,960 681,074
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 16,593,048 21,078,133
29 Total net assets or fund balances (see instructions)..... 16,593,048 21,078,133
30 Total liabilities and net assets/fund balances (see instructions). 17,900,008 21,759,207
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
16,593,048
2
Enter amount from Part I, line 27a .....................
2
4,387,360
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
97,725
4
Add lines 1, 2, and 3 ..........................
4
21,078,133
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
21,078,133
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 ST CAPITAL GAIN LPS     2024-12-31
c LT CAPITAL GAIN LPS     2024-12-31
d 1231 GAIN LPS     2024-12-31
e SKELLING DST WATER FUND - FINAL     2024-12-31
PLURIBUS LABS GLOBAL CORE EQUITY FUND - FINAL     2024-12-31
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 4,684,817   3,313,676 1,371,141
b       -28,317
c       157,530
d       16,972
e 1,176,847   1,176,845 2
95,553     95,553
179     179
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       1,371,141
b       -28,317
c       157,530
d       16,972
e       2
      95,553
      179
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 1,613,060
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 1,455,351
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 10,893
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 10,893
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 10,893
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,359
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,359
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 11,466
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow11,466 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
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 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 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 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)
Yes
 
(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
Yes
 
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
CHARLES WIDGER PRESIDENT
1.00 		0 0 0
C/O HARP-WEAVER 8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
BARBARA C WIDGER DIRECTOR
1.00 		0 0 0
C/O HARP-WEAVER 8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
ASHLEY ELIZABETH WIDGER SECRETARY/TREASURER
1.00 		0 0 0
C/O HARP-WEAVER 8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
JONATHAN KAPLOW DIRECTOR
1.00 		0 0 0
C/O HARP-WEAVER 8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
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
HARP-WEAVER LLC CONSULTING 200,000
8033 GERMANTOWN AVE
PHILADELPHIA,PA19118
EAST BAY MERCHANT PARTNERS ADVISORY, ACCOUNTING & INVEST. ADMIN 192,054
1205 WESTLAKES DR
BERWYN,PA19312
JOSEPH PYLE CONSULTING 60,000
2601 PENNSYLVANIA AVENUE APT 808
PHILADELPHIA,PA19130
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. 244,784
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 PHILADELPHIA YOUTH BASKETBALL - YOUTH DEVELOPMENT CENTER FOR YOUTH ENRICHMENT EXPERIENCES TO THOUSANDS OF YOUTHS ANNUALLY. 250,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow250,000
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
3,758,399
b
Average of monthly cash balances.......................
1b
598,169
c
Fair market value of all other assets (see instructions)................
1c
14,335,668
d
Total (add lines 1a, b, and c).........................
1d
18,692,236
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
18,692,236
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
280,384
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,411,852
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
920,593
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
920,593
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,893
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
909,700
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
909,700
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
909,700
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
3,888,338
b
Program-related investments—total from Part VIII-B..................
1b
250,000
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
4,691,707
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 7 909,700
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...... 2,325,968
d From 2022...... 1,721,090
e From 2023...... 3,243,989
f Total of lines 3a through e ........ 7,291,047
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,691,707
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..... 909,700
e Remaining amount distributed out of corpus 3,782,007
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 11,073,054
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 ...... 		11,073,054
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 2,325,968
c Excess from 2022.... 1,721,090
d Excess from 2023.... 3,243,989
e Excess from 2024.... 3,782,007
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).)
CHARLES WIDGER
BARBARA C WIDGER
ASHLEY ELIZABETH WIDGER
JONATHAN KAPLOW
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 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 (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

ELWYN

111 ELEYN ROAD
ELWYN,PA19063 		  PC CLARKS MANOR GENERAL OPERATING SUPPORT 247,296

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 SUPPORT 95,000

VIRGINIA STUDENT AID FOUNDATION DBA VIRGINIA ATHLETICS FOUNDATION

PO BOX 400314
CHARLOTTESVILLE,VA22904 		  PC PROGRAMMATIC GRANT, VIRGINIA WOMEN'S LACROSSE LEGACY FUND, LEADERSHIP COACHING, AND VAF SCHOLARSHIP 916,500

PHILADELPHIA YOUTH BASKETBALL

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

HOPEWORKS N CAMDEN INC

808 MARKET STREET 1ST FLOOR
CAMDEN,NJ08102 		  PC GENERAL OPERATING SUPPORT 50,000

ONE MIND INSTITUTE

PO BOX 680
RUTHERFORD,CA94573 		  PC GENERAL OPERATING SUPPORT 50,000

STAND TOGETHER FOUNDATION

4201 WILSON BLVD SUITE 800
ARLINGTON,VA22203 		  PC GENERAL OPERATING SUPPORT 1,700,000

THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WLANUT STREET RM 305
PHILADELPHIA,PA19104 		  PC GENERAL OPERATING SUPPORT 230,000
Total .................................right arrow 3a 3,638,796
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 5,699  
4 Dividends and interest from securities .... 901101 70,127 14    
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -184,784  
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 11,425 18 593,312  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP ORDINARY INCOME 		901101 -112,920 01 -247,246  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -31,368 166,981 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
135,613
(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
WIDGER FAMILY FOUNDATION
 
Employer identification number

83-2860358
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
WIDGER FAMILY FOUNDATION
  		Employer identification number
83-2860358
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
CHARLES AND BARBARA WIDGER
C/O HARP-WEAVER 8033 GERMANTOWN AVE
 
PHILADELPHIA, PA19118

$ 7,620,407


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ASHLEY WIDGER AND JONATHAN KAPLOW
C/O HARP-WEAVER 8033 GERMANTOWN AVE
 
PHILADELPHIA, PA19118

$ 816,500


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 1,770 SH ISHARES TR RUSS 1000, 4,270 SPDR SER TR S&P DIV, & 5,471 ISHARES TR RUS 1000 $ 2,957,837 2024-05-03
(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
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.) $  
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:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 13,073 6,537 0 6,536

TY 2024 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 91,814 91,814
ABBOTT LABORATORIES 21,378 21,378
ABBVIE INC COM USD0.01 17,059 17,059
ACCENTURE PLC 27,791 27,791
ADOBE INC COM 7,560 7,560
AECOM 7,371 7,371
AERCAP HOLDINGS N.V. EUR0.01 19,236 19,236
AFLAC INC COM USD0.10 11,792 11,792
ALCON INC 7,725 7,725
ALLEGION PLC ORD SHS 9,278 9,278
ALPHABET INC CAP STK CL C 20,568 20,568
AMAZON.COM INC 45,414 45,414
AMERICAN EXPRESS CO COM USD0.20 40,067 40,067
ANALOG DEVICES INC COM USD0.16 2/3 20,184 20,184
AON PLC SHS CL A COM USD0.01 52,078 52,078
APPFOLIO INC COM CL A 11,843 11,843
APPLE INC 24,291 24,291
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 6,834 6,834
ARISTA NETWORKS INC COM 7,074 7,074
ARMSTRONG WORLD INDS INC NEW COM 15,970 15,970
ATLANTA BRAVES HLDGS INC COM SER C 8,762 8,762
ATRICURE INC 10,207 10,207
AUTODESK INC 19,803 19,803
AVANTOR INC COM 15,234 15,234
AXALTA COATING SYSTEMS LTD COM USD1.00 10,916 10,916
BECTON DICKINSON &CO COM USD1.00 7,714 7,714
BENTLEY SYS INC COM CL B 14,897 14,897
BOEING CO 20,178 20,178
BROADRIDGE FINANCIAL SOLUTION INC COM 13,113 13,113
BRUKER CORP 12,662 12,662
CABLE ONE INC COM 3,621 3,621
CADENCE DESIGN SYSTEMS INC COM 7,812 7,812
CANADIAN PAC KANS CITY LTD ISIN 24,895 24,895
CANNAE HLDGS INC COM 3,674 3,674
CASELLA WASTE SYSTEMS INC 9,629 9,629
CASEYS GENERAL STORES INC 19,812 19,812
CASTLE BIOSCIENCES INC COM 12,072 12,072
CCC INTELLIGENT SOLUTIONS HLD COM 9,325 9,325
CHUBB LIMITED COM NPV ISIN #CH0044328745 16,578 16,578
CHURCHILL DOWNS INC 16,693 16,693
CITIGROUP INC 14,360 14,360
COASTAL FINL CORP WA COM NEW 41,606 41,606
CONOCOPHILLIPS COM 24,594 24,594
CREDIT ACCEPTANCE CORP 11,267 11,267
DANAHER CORPORATION COM 31,907 31,907
DECKERS OUTDOOR CORP 16,247 16,247
DIAGEO ADR EACH REPR 4 ORD GBX28.935185 13,603 13,603
DOMINION ENERGY INC COM 21,382 21,382
DONALDSON COMPANY INC 8,015 8,015
DUKE ENERGY CORP NEW COM NEW ISIN 21,333 21,333
EATON CORPORATION PLC 13,607 13,607
ECOLAB INC 20,620 20,620
ELEMENT SOLUTIONS INC COM 7,985 7,985
ENTEGRIS INC 13,769 13,769
EVERCORE INC CLASS A 19,126 19,126
EXXON MOBIL CORP 25,817 25,817
FAIR ISAAC CORP 7,964 7,964
FIRST AMERICAN FINANCIAL CORP COM 8,429 8,429
FIRST INDL RLTY TR INC COM 7,670 7,670
FIRSTSERVICE CORP COM NPV ISIN 13,214 13,214
FISERV INC COM STK 9,244 9,244
FLEX LTD COM USD0.01 11,901 11,901
FOX FACTORY HOLDING CORP COM USD0.001 4,662 4,662
FTI CONSULTING INC 9,748 9,748
GARTNER INC COM 17,441 17,441
GE HEALTHCARE TECHNOLOGIES INC COMMON 9,225 9,225
GENERAL DYNAMICS CORP COM USD1.00 18,708 18,708
GUIDEWIRE SOFTWARE INC COM USD0.0001 21,073 21,073
GXO LOGISTICS INCORPORATED COMMON STOCK 6,656 6,656
HANOVER INSURANCE GROUP INC 10,981 10,981
HENRY JACK &ASSOCIATES INC COM USD0.01 11,044 11,044
HEXCEL CORP 6,584 6,584
HOLOGIC INC 4,686 4,686
ICON PLC ORD EUR0.06 5,872 5,872
ILLINOIS TOOL WORKS INC COM USD0.01 14,199 14,199
INTERCONTINENTAL EXCHANGE INC COM 9,686 9,686
INTUIT INC 33,311 33,311
JEFFERIES FINL GROUP INC COM 9,094 9,094
JOHNSON &JOHNSON COM USD1.00 24,585 24,585
JONES LANG LASALLE INC COM USD0.01 15,442 15,442
JPMORGAN CHASE & CO 36,676 36,676
KENVUE INC COM 13,515 13,515
KKR &CO INC COM 17,897 17,897
KLA CORP COM NEW 12,602 12,602
LAMB WESTON HLDGS INC COM 10,091 10,091
LANCASTER COLONY CORP 11,947 11,947
LOWES COMPANIES INC COM USD0.50 16,289 16,289
MADISON SQUARE GRDN SPRT CORP CL A 7,447 7,447
MARRIOTT INTERNATIONAL INC COM USD0.01 17,015 17,015
MARSH &MCLENNAN COMPANIES INC COM 17,205 17,205
MCKESSON CORP 29,065 29,065
META PLATFORMS INC CLASS A COMMON STOCK 26,348 26,348
MICROSOFT CORP 61,539 61,539
MONDELEZ INTL INC COM NPV 12,961 12,961
MONOLITHIC POWER SYSTEMS INC 5,917 5,917
MORGAN STANLEY COM USD0.01 22,378 22,378
MSCI INC 21,000 21,000
MURPHY USA INC COM 17,060 17,060
NASDAQ INC COM STK 13,761 13,761
NCINO INC COM 7,354 7,354
NESTLE ADR 11,520 11,520
NETFLIX INC 14,261 14,261
NEWMARKET CORP 10,567 10,567
NEXTERA ENERGY INC COM USD0.01 8,746 8,746
NOVO NORDISK A/S ADR-EACH CNV INTO 1 24,516 24,516
NVIDIA CORPORATION COM 44,584 44,584
NXP SEMICONDUCTORS NV 18,707 18,707
ON SEMICONDUCTOR CORP COM USD0.01 7,832 7,832
OWENS CORNING COM USD0.01 18,395 18,395
PACCAR INC COM USD1.00 21,532 21,532
PALO ALTO NETWORKS INC COM USD0.0001 6,914 6,914
PEPSICO INC 16,879 16,879
PFIZER INC 16,873 16,873
PINNACLE FINANCIAL PARTNERS COM 12,011 12,011
PJT PARTNERS INC COM CL A 32,035 32,035
POOL CORP COM 14,319 14,319
POST HLDGS INC COM 12,705 12,705
PROCORE TECHNOLOGIES INC COM 15,286 15,286
PROCTER AND GAMBLE CO COM 9,556 9,556
PROGRESSIVE CORP COM 33,066 33,066
PROLOGIS INC. COM 19,660 19,660
QUALYS INC COM 9,675 9,675
QXO INC COM NEW 5,804 5,804
RBC BEARINGS INC. COM USD0.01 24,230 24,230
REYNOLDS CONSUMER PRODS INC COM 6,532 6,532
ROCKWELL AUTOMATION INC COM USD1 10,003 10,003
RTX CORPORATION COM USD1.00 17,937 17,937
S&P GLOBAL INC COM 26,894 26,894
SALESFORCE INC COM 13,708 13,708
SERVICENOW INC COM USD0.001 13,782 13,782
SOLVENTUM CORP COM 7,465 7,465
SOUTHERN CO 19,839 19,839
STARBUCKS CORP COM USD0.001 12,684 12,684
STEVANATO GROUP S.P.A. COM NPV 13,227 13,227
SYNOPSYS INC 23,297 23,297
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 9,677 9,677
TARGET CORP 9,463 9,463
TE CONNECTIVITY LTD COM CHF0.57 8,435 8,435
TETRA TECH INC 5,378 5,378
THE CIGNA GROUP COM 30,375 30,375
THERMO FISHER SCIENTIFIC INC 24,971 24,971
TIMKEN CO 10,777 10,777
TOPBUILD CORP COM 4,047 4,047
TORO CO 8,491 8,491
TREX COMPANY INC 6,834 6,834
UNIFIRST CORP 5,475 5,475
UNILEVER PLC SPON ADR NEW 10,093 10,093
UNION PAC CORP COM 18,471 18,471
UNITEDHEALTH GROUP INC 39,457 39,457
UTZ BRANDS INC COM CL A 7,924 7,924
VAIL RESORTS INC 6,561 6,561
VERALTO CORP COM SHS 12,629 12,629
VIRTU FINL INC CL A 19,802 19,802
VISA INC 50,566 50,566
WASTE MANAGEMENT INC 37,129 37,129
WATERS CORP 12,613 12,613
WATSCO INC 19,429 19,429
WHITE MTNS INS GROUP LTD COM 17,506 17,506
WORKDAY INC COM USD0.001 CL A 20,900 20,900
YUM! BRANDS INC 23,478 23,478
ZEBRA TECHNOLOGIES CORPORATION CL A 10,814 10,814
SPDR SER TR S&P DIVID ETF 326,419 326,419
ABB LTD SPON ADR EACH REP 1 ORD 2,471 2,471
ALCON INC 1,188 1,188
ARGENX SE SPON ADR EACH REP 1 ORD SHS 3,690 3,690
ASICS CORP UNSP ADR EA REPR 1 ORD 1,300 1,300
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 5,545 5,545
ASTRAZENECA ADR REP 0.5 ORD 4,521 4,521
ATLAS COPCO AB SP ADR A NEW 2,602 2,602
BANCO BILBAO VIZCAYA ARGENTAR ADS EACH 2,343 2,343
BRAMBLES LTD SPON ADR EACH REP 2 ORD SHS 2,349 2,349
CANADIAN PAC KANS CITY LTD ISIN 4,415 4,415
CHECK POINT SOFTWARE TECHNOLOGIES LTD 1,494 1,494
COMPASS GROUP PLC SPON ADR EACH REP 1 3,728 3,728
CRH ORD EUR 0.32 (DI) 3,608 3,608
DANONE SPONSORED FRANCE ADR 3,388 3,388
DEUTSCHE BOERSE AG UNSPONSORD ADR 3,244 3,244
DEUTSCHE TELEKOM ADR 4,388 4,388
EDP ENERGIAS DE PORTUGAL SA SPONSORED 2,542 2,542
FERRARI N V EUR0.01 NEW 2,974 2,974
GIVAUDAN SA ADR EACH 50 REPR 1 ORD 2,438 2,438
HALEON PLC SPON ADS EACH REP 2 ORD SHS 1,755 1,755
HDFC BANK LTD SPON ADS EACH REP 3 ORD 2,874 2,874
HERMES INTERNATIONAL SA ADR 1,673 1,673
HOYA ADR 3,224 3,224
ICON PLC ORD EUR0.06 2,097 2,097
INDITEX (IND.DE DISENO TEXTIL SA) UNSP 6,224 6,224
INTESA SANPAOLO S.P.A. SPON ADR EACH REP 3,647 3,647
L OREAL UNSPON ADR EACH REP 0.2 ORD SHS 2,957 2,957
LENOVO GROUP ADR 1,159 1,159
LINDE PLC COM EUR0.001 2,512 2,512
LLOYDS BANKING GROUP ADR 4 ORD 2,625 2,625
LONDON STOCK EXCHANGE GROUP UNSPN ADR 6,139 6,139
LVMH MOET HENNESSY LOUIS VUITTON ADR 3,267 3,267
MITSUBISHI UF J FINANCIAL GROUP INC SPON 1,770 1,770
MONOTARO CO LTD UNSPONSORD ADR 707 707
NOMURA RESEARCH INSTITUTE UNSP ADR EACH 1,146 1,146
NOVO NORDISK A/S ADR-EACH CNV INTO 1 6,279 6,279
OLYMPUS CORPORATION UNSPON ADR EACH REP 2,381 2,381
PUBLICIS GROUPE SA SPONSORED ADR 2,282 2,282
RELX PLC SPON ADS EACH REPR 1 ORD SHS 4,042 4,042
RENTOKIL INITIAL SPON ADS EACH REP 5 ORD 962 962
SAFRAN SA UNSPON ADR EA REP 0.25 ORD 2,398 2,398
SAP ADR REP 1 ORD 6,648 6,648
SCHNEIDER ELECTRIC SE UNSPONSORD ADR 3,872 3,872
SEA LIMITED ADS EACH REP ONE CLASS A ORD 3,714 3,714
SHOPIFY INC COM NPV CL A ISIN 3,296 3,296
SMC SPN ADR REP ORD 1,705 1,705
SONY GROUP CORPORATION SPON ADS EACH 5,184 5,184
SPOTIFY TECHNOLOGY S.A. COM EUR0.000625 1,790 1,790
STRAUMANN HOLDING AG UNSP ADS EACH REP 1,631 1,631
TAIWAN SEMICONDUCTOR MANUFACTURING SPON 2,765 2,765
TERUMO ADR 1,853 1,853
THOMSON-REUTERS CORP COM NPV( POST REV 3,208 3,208
TOKIO MARINE HLDGS INC ADR 2,702 2,702
TOKYO ELECTRON UNSPON ADR EACH REPR 0.5 3,322 3,322
UCB S.A. UNSP ADR EACH REPR 0.5 1,285 1,285
UNILEVER PLC SPON ADR NEW 3,232 3,232
ZAI LAB LIMITED ADS EACH REP 10 ORD 393 393
3I GROUP UNSP ADR EACH REPR 0.5 ORD 2,011 2,011
ISHARES MSCI EMR MRK EX CHNA 49,461 49,461
ISHARES TR INTL SEL DIV ETF 137,338 137,338

TY 2024 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 I FMV 966,282 966,282
EAST BAY MERCHANT CAPITAL II FMV 6,793,693 6,793,693
EAST BAY-ARGENT COTTAGES MEMBER FMV 1,765,764 1,765,764
EAST BAY TRUST VENTURES FMV 829,131 829,131
ACME CREDIT PARTNERS FMV 2,269,273 2,269,273
POINT 406 VENTURES V, LP FMV 128,557 128,557
MEKETA INFRASTRUCTURE FUND FMV 1,582,968 1,582,968

TY 2024 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 3,843,672 535,569 3,308,103 3,308,103
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 2024 LegalFeesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,953 12,540 0 3,413


TY 2024 OtherAssetsSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PYB PRI 0 250,000 250,000


TY 2024 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 1,061 0 0 1,061
OFFICE EXPENSES 2,126 0 0 2,126
INSURANCE 15,513 13,297 0 2,216
TECHNOLOGY 12,640 0 0 12,640
STIPENDS 500 0 0 500


TY 2024 OtherIncomeSchedule2
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP ORDINARY LOSS 0 0 0
PARTNERSHIP ORDINARY INCOME -346,886 -712,044 0


TY 2024 OtherIncreasesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Amount
UNREALIZED GAIN 97,725


TY 2024 OtherLiabilitiesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Description Beginning of Year - Book Value End of Year - Book Value
MARGIN BALANCE 828,106 681,074


TY 2024 OtherProfessionalFeesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 13,257 12,392 0 0
ADVISORY, ACCOUNTING, INVESTMENT ADMINISTRATION 192,054 192,054 0 0
HARP-WEAVER CONSULTING 200,000 40,000 0 160,000
JP CONSULTING 60,000 0 0 60,000
REAL ESTATE MANAGEMENT 1,050 0 0 1,050


TY 2024 TaxesSchedule
Name:
WIDGER FAMILY FOUNDATION
EIN:
83-2860358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,188 2,054 0 0
REAL ESTATE TAXES 23,010 23,010 0 0
EXCSE TAX 15,995 0 0 0


TY 2024 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 RECEIVED NO TRANSFERS FROM THE LLC DURING 2024. 301,956
Total     0

TY 2024 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 $301,956 DURING 2024. 301,956
Total     301,956