2017-04-28T07:22:58-07:00 2016-12-31 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2016-01-01 251877478 Ward Foundation WARD 5707231451 One Charles Street PO Box 878 Wellsboro PA 169010878 THOMAS M OWLETT TRUSTEE 5707231451 2017-04-21 true MICHAEL B ALLEN 5707231451 2017-04-28 70.15.245.48 2017-04-28 07:21:59 PD P 46EF503C56B1C1E1F488A24C78C0D2D003533917 46EF503C56B1C1E1F488A24C78C0D2D003533917 2016 2021-01-29 14:40:06Z X 4053019 X X 145175 145175 0 2472 145175 145175 2472 14000 14000 16240 7200 9040 22579 22579 3936 3936 56755 33715 23040 166990 166990 223745 33715 190030 -78570 111460 2472 51033 93576 93576 2770187 3126257 3461292 790485 303262 324424 178973 158113 173727 3790678 3681208 4053019 0 X 3790678 3681208 3790678 3681208 3790678 3681208 3790678 -78570 3712108 30900 3681208 Short Term Capital Gain/Losses (See Attached) P 2016-01-01 2016-12-31 84895 0 82423 2472 0 0 0 2472 Long Term Capital Gain/Losses (See Attached) P 2015-01-01 2016-12-31 739777 0 773098 -33321 0 0 0 -33321 -30849 2472 216890 4087721 0.053059 253168 4362308 0.058035 203038 4170799 0.048681 183060 3934602 0.046526 197628 4007486 0.049315 0.255616 0.051123 3941768 201515 1115 202630 190030 2229 0 2229 2229 5821 5821 -5821 3592 3592 false false false false false false false true true PA true false false false false true N/A THOMAS M OWLETT 5707231451 PO BOX 878 WELLSBORO PA 169010878 false false false false false false false false false false false false false false false false false false false false false false false false PATRICIA A WARD-MCGUIRE 2113 Woodford Road Vienna VA 22182 Trustee 1.00 3500 0 0 MARJORIE A WARD-RESNIKOFF 61 Westbourne Terrace Brookline MA 02446 Trustee 1.00 3500 0 0 KATHRYN A WARD-O'MALLEY 7980 Chicago Ave River Forest IL 60302 Trustee 1.00 3500 0 0 JOSEPH P WARD 6804 Persimmon Road Bethesda MD 20817 Trustee 1.00 3500 0 0 THOMAS M OWLETT PO Box 878 Wellsboro PA 16901 Trustee 1.00 0 0 0 NONE 0 NONE 0 The purpose of the foundation is to provide financial support toqualified charitable organizations to meet community needs. In 2016,thirty-five charitable organizations qualified for grant distributions. 166990 0 0 0 3947994 53801 0 4001795 4001795 60027 3941768 197088 197088 2229 2229 194859 194859 194859 190030 190030 190030 194859 40520 14462 54982 190030 190030 4829 4829 50153 0 50153 35691 14462 MARJORIE S WARD NA X Health Care Without Walls Inc 148 Linden Street Suite 208 Welleslely MA 02482 PUBLIC PURCHASE MEDICAL SUPPLIES 5000 Hepzibah House 946 Boulevard Oak Park IL 60301 PUBLIC programsFurther current 5000 St Luke Parish 528 Lathrop Ave River Forest IL 60305 RELIGIOUS programsFurther current 1500 Father Cyril Guise 1525 Carmel Road Holy Hill Hubertus WI 53033 RELIGIOUS programsFurther current 2000 Community Council for the Homeless 4713 Wisconsin Ave N Washington DC 20016 PUBLIC programsFurther current 1000 Archbishop's Appeal PO Box 29260 Washington DC 20017 PUBLIC programsFurther current 1500 So Other's Might Eat (SOME) 71 O Street NW Washington DC 20005 PUBLIC programsFurther current 1100 Father John Enzler 5841 Chey Chase Pkwy NW Washington DC 20015 RELIGIOUS in the churchFurther programs 2000 Centro Tepeyac 1315 Apple Ave Silver Springs MD 20910 RELIGIOUS programsFurther related 1000 Our Lady of Mercy Church 9222 Kentsdale Dr Potomac MD 20854 Public Further Programs 1000 Our Lady of Mercy Catholic School 9222 Kentsdale Dr Potomac MD 20854 Public Further Programs 5000 OPRF IWS Children's Clinic 320 Lake Street Oak Park IL 60301 Public Further Program 3600 Sacopee Valley Health Center PO Box 777 Parsonfield ME 04047 Public Further Program 5000 Caring Unlimited Corp PO Box 590 Sanford ME 04073 Public Further Program 5000 Oak Park River Forest Food Pantry 848 Lake Street Oak Park IL 603011314 Public Further Program 4000 Brookline Mental Health Center 43 Garrison Rd Brookline MA 02445 Public Further Program 1600 Blossburg Memorial Library Main Street Blossburg PA 16901 Public Further Program 4000 Luke McGuire Memorial Scholarship c/o George Mason University Fairfax VA 22030 Public Scholarships 10000 Luke McGuire Memorial Scholarship c/o Randolph-Macon College Ashland VA 23005 Public Scholarships 5000 Luke McGuire Memorial Scholarship c/o University of Delaware Newark DE 19716 Public Scholarships 5000 Camp Sunshine 35 Acadia Road Casco ME 04015 Public Further Program 10000 Camp Ta-Kum-Ta PO Box 459 South Hero VT 05486 Public Further Program 10000 Camp Can Do 87 Old Min Road Lebanano PA 17042 Public Further Program 10000 Blossburg Firemens Assoc PO BOX 2 Blossburg PA 16912 Public Further Program 7200 Cure Search for Children 460 East-West Highway Suite 600 Bethesda MD 20814 Public Further Program 20000 Illinois Spina Bifida Assoc 2211 N Oak Park Ave Chicago IL 60707 Public Further Program 1500 Camp One Step at a Time 213 West Institute Place Suite 306 Chicago IL 60610 Public Further Program 10000 Stillbrave Childhood Cancer Foundation 5022 Harford Ln Burke VA 22015 Public Further Program 9800 Mercy Health Clinic 7 Metropolitan Court Ste 1 Gaithersburg MD 20878 Public Further Program 1000 St Johns College High School 2607 Military Rd NW Washington DC 20015 Public Further Program 1000 Fenwick High School 505 Washington Blvd Oak Park IL 60302 Public Further Program 1000 Leukemia & Lumphoma Society 3 International Drive Suite 200 Port Chester NY 10573 Public Further Program 5000 Luke McGuire Memorial Scholarship c/o George Mason University Fairfax VA 22030 Public Further Program 5854 Luke McGuire Memorial Scholarship C/O Northern Virginia Community Col Springfield VA 22150 Public Further Program 2836 Barrett Township Fire Dept Fire Hall Cresco PA 18326 Public Further Program 2500 166990 14 145175 145175 145175 false false false false false false false false false false Northern Trust - See Attached 303262 324424 Northern Trust - See Attached 1306395 1481523 Northern Trust Mutual Funds - See Attached 1819862 1979769 Northern Trust - Real Estate Funds - See Attached 124351 145067 Northern Trust - Commodities - See Attached 33762 28660 Owlett & Lewis, PC Administration 6129 6129 Owlett & Lewis, PC 990PF Prep 2911 2911 Owlett & Lewis, PC Investment & Accounting 7200 7200 Cost basis adjustment 51 Capital losses 30849 Northern Trust Investment Management 6483 6483 Northern Trust Trustee Fees 16096 16096 Excise Tax 1700 1700 Foreign Tax 2236 2236