2016-05-10T09:03:13-07:00 2015-12-31 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2015-01-01 251877478 Ward Foundation WARD 5707231451 One Charles Street PO Box 878 Wellsboro PA 169010878 THOMAS M OWLETT TRUSTEE 5707231451 2016-05-09 true MICHAEL B ALLEN 5707231451 2016-05-10 2015 2016-09-27 15:27:22Z X 3868709 X X 139669 139669 0 139669 139669 14000 14000 20943 7582 13361 24267 24267 9906 9906 3008 3008 72124 41755 30369 187500 187500 259624 41755 217869 -119955 97914 350492 51033 51033 2702792 2770187 2846325 737608 790485 784518 125818 178973 186833 3916710 3790678 3868709 0 X 3916710 3790678 3916710 3790678 3916710 3790678 3916710 -119955 3796755 6077 3790678 Short Term Capital Gain/Losses (See Attached) P 2015-01-01 2015-12-31 399280 0 407490 -8210 0 0 0 -8210 Long Term Capital Gain/Losses (See Attached) P 2014-01-01 2015-12-31 449281 0 447142 2139 0 0 0 2139 -6071 -8210 253168 4362308 0.058035 203038 4170799 0.048681 183060 3934602 0.046526 197628 4007486 0.049315 186348 3814841 0.048848 0.251405 0.050281 4087721 205535 979 206514 217869 X 979 0 979 979 6800 6800 -6800 5821 5821 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 2015,twenty-nine charitable organizations qualified for grant distributions. 187500 3971530 178441 0 4149971 4149971 62250 4087721 204386 204386 979 979 203407 203407 203407 217869 217869 979 216890 203407 40520 40520 217869 203407 14462 54982 0 54982 40520 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 4500 St Luke Parish 528 Lathrop Ave River Forest IL 60305 RELIGIOUS programsFurther current 2000 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 1500 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 1980 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 1500 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 4500 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 2722 Bloss Area Swim Association Granger Street Blossburg PA 16901 Public Further Program 5000 Blossburg Memorial Library Main Street Blossburg PA 16901 Public Further Program 4000 Luke's Learning Fund c/o George Mason University Fairfax VA 22030 Public Scholarships 5000 Luke's Learning Fund c/o Randolph-Macon College Ashland VA 23005 Public Scholarships 10000 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 5000 Cure Search for Children 460 East-West Highway Suite 600 Bethesda MD 20814 Public Further Program 30000 Illinois Spina Bifida Assoc 2211 N Oak Park Ave Chicago IL 60707 Public Further Program 1899 Alternative House 2100 Gallows Road Vienna VA 22182 Public Further Progam 6899 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 20500 Our Lady of Good Counsel High School 17301 Old Vic Blvd Olney MD 20832 Public Further Program 10000 Mercy Health Clinic 7 Metropolitan Court Ste 1 Gaithersburg MD 20878 Public Further Program 1000 187500 14 139669 139669 139669 false false false false false false false false false false Northern Trust - See Attached 790485 784518 Northern Trust - See Attached 1295626 1327467 Northern Trust Mutual Funds - See Attached 1474561 1518858 Northern Trust - Real Estate Funds - See Attached 145211 164583 Northern Trust - Commodities - See Attached 33762 22250 Owlett & Lewis, PC Administration 10434 10434 Owlett & Lewis, PC 990PF Prep 2927 2927 Owlett & Lewis, PC Investment & Accounting 7582 7582 Cost basis adjustment 6 Capital losses 6071 Northern Trust Investment Management 7300 7300 Northern Trust Trustee Fees 16967 16967 Excise Tax 7693 7693 Foreign Tax 2213 2213