2015-05-13T08:32:33-07:00 2014-12-31 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2014-01-01 251877478 Ward Foundation WARD 5707231451 One Charles Street PO Box 878 Wellsboro PA 169010878 THOMAS M OWLETT TRUSTEE 5707231451 2015-04-20 MICHAEL B ALLEN 5707231472 2015-05-13 2014 2016-03-07 17:11:31Z X 4203396 X X 101965 101965 588698 22043 22043 124008 712706 14000 14000 19755 8817 10938 24183 24183 2696 2696 60634 35696 24938 235000 235000 295634 35696 259938 -171626 677010 142125 350492 350492 2169254 2702792 2947709 893312 737608 761492 294948 125818 143703 3499639 3916710 4203396 0 X 3499639 3916710 3499639 3916710 3499639 3916710 3499639 -171626 588698 3916711 1 3916710 Short Term Capital Gain/Losses (See Attached) P 2014-12-31 2014-12-31 326049 0 327586 -1537 0 0 0 -1537 Long Term Capital Gain/Losses (See Attached) P 2013-12-31 2014-12-31 2489229 0 1898994 590235 0 0 0 590235 588698 -1537 203038 4170799 0.048681 183060 3934602 0.046526 197628 4007486 0.049315 186348 3814841 0.048848 149254 3564606 0.041871 0.235241 0.047048 4362308 205238 6770 212008 259938 X 6770 0 6770 6770 2477 2477 2477 4293 0 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 2014,thirty-two charitable organizations qualified for grant distributions. 235000 4259674 169065 0 4428739 4428739 66431 4362308 218115 218115 6770 6770 211345 211345 211345 259938 259938 6770 253168 211345 8073 259938 8073 211345 40520 40520 0 40520 40520 MARJORIE S WARD NA X WOMEN OF MEANS 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 2500 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 2000 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 2000 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 2000 Our Lady of Mercy Catholic School 9222 Kentsdale Dr Potomac MD 20854 Public Further Programs 5000 Children's Clinic 320 Lake Street Oak Park IL 60301 Public Further Program 5000 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 5000 Barrett Township Volunteer Fire Department Pennsylvania 191 Mountainhome PA 18342 Public Further Program 22500 Bloss Area Swim Association Granger Street Blossburg PA 16901 Public Further Program 2800 Blossburg Memorial Library Main Street Blossburg PA 16901 Public Further Program 3175 Luke McGuire Legacy Fund Cure Search 460 East-West Highway Suite 600 Bethesda MD 20814 Public Further Program 61525 Luke's Learning Fund c/o Marshall High School Falls Church VA 22043 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 Joey Pizzano Memorial Fund 1019 Cameron St Alexandria VA 22314 Public Further Program 15000 Marshall High School Boosters 7731 Leesburg Place Falls Church VA 22043 Public Further Program 5000 St Martin's Catholic Church 1908 North Capital St NW Washington DC 20002 Public Further Program 1000 Potomac Community Resources 9200 Kentsdale Dr Potomac MD 20854 Public Further Program 1000 Mercy Health Clinic 7 Metropolitan Court Ste 1 Gaithersburg MD 20878 Public Further Program 1500 Illinois Spina Bifida Assoc 2211 N Oak Park Ave Chicago IL 60707 Public Further Program 2500 Cambridge Housing Asst Fd Homestead Inc 105 Chauncy St Ste 50 Boston MA 02111 Public Further Program 5000 Alternative House 2100 Gallows Road Vienna VA 22182 Public Further Progam 10000 Cancer Can Rock PO Box Vienna VA 22182 Public Further Program 5000 Camp One Step at a Time 213 West Institute Place Suite 306 Chicago IL 60610 Public Further Program 10000 235000 14 101965 101965 101965 false false false false false false false false false false Northern Trust - See Attached 737608 761492 Northern Trust - See Attached 2702792 2947709 Northern Trust - Real Estate Funds - See Attached 71117 93340 Northern Trust - Commodities - See Attached 54701 50363 Owlett & Lewis, PC Administration 8035 8035 Owlett & Lewis, PC 990PF Prep 2903 2903 Owlett & Lewis, PC Investment & Accounting 8817 8817 Rounding 1 Capital Gain Dividends 22043 22043 Capital gains 588698 Northern Trust Investment Management 6720 6720 Northern Trust Trustee Fees 17463 17463 Excise Tax 900 900 Foreign Tax 1796 1796