2014-05-08T05:26:41-07:00 2013-12-31 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2013-01-01 251877478 Ward Foundation WARD 5707231451 One Charles Street PO Box 878 Wellsboro PA 169010878 THOMAS M OWLETT TRUSTEE 5707231451 2014-04-01 true MICHAEL B ALLEN 5707231472 2014-05-08 2013 2015-12-30 17:16:21Z X 4385540 X X 96326 96326 16465 31575 31575 127901 144366 12000 12000 10823 7000 3823 22019 22019 2955 2955 2640 2640 52 52 50489 32026 18463 185698 185698 236187 32026 204161 -108286 112340 95655 142125 142125 2230286 2169254 2986316 873144 893312 937253 392375 294948 319846 3591460 3499639 4385540 0 X 3591460 3499639 3591460 3499639 3591460 3499639 3591460 -108286 16465 3499639 3499639 Short Term Capital Gain/Losses (See Attached) P 2013-12-31 2013-12-31 94102 0 97545 -3443 0 0 0 -3443 Long Term Capital Gain/Losses (See Attached) P 2012-12-31 2013-12-31 1011387 0 1044372 -32985 0 0 0 -32985 Long Term 28% Capital Gain/Losses (See Attached) P 2011-12-31 2013-12-31 154968 0 102075 52893 0 0 0 52893 16465 -3443 183060 3934602 0.046526 197628 4007486 0.049315 186348 3814841 0.048848 149254 3564606 0.041871 228975 4150031 0.055174 0.241734 0.048347 4170799 201646 1123 202769 204161 X 1123 0 1123 1123 3600 3600 -3600 2477 2477 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 true 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 3000 0 0 MARJORIE A WARD-RESNIKOFF 61 Westbourne Terrace Brookline MA 02446 Trustee 1.00 3000 0 0 KATHRYN A WARD-O'MALLEY 7980 Chicago Ave River Forest IL 60302 Trustee 1.00 3000 0 0 JOSEPH P WARD 6804 Persimmon Road Bethesda MD 20817 Trustee 1.00 3000 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 2013,twenty-five charitable organizations qualified for grant distributions. 185698 4100680 133634 0 4234314 4234314 63515 4170799 208540 208540 1123 1123 207417 207417 207417 204161 204161 1123 203038 207417 4817 204161 4817 199344 8073 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 6000 St Luke Parish 528 Lathrop Ave River Forest IL 60305 RELIGIOUS programsFurther current 2197 Father Cyril Guise 1525 Carmel Road Holy Hill Hubertus WI 53033 RELIGIOUS programsFurther current 1000 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 House of Ruth 5 Thomas Circle NW Washington DC 20005 RELIGIOUS programsFurther current 1000 So Other's Might Eat (SOME) 71 O Street NW Washington DC 20005 PUBLIC programsFurther current 1700 Father John Enzler 5841 Chey Chase Pkwy NW Washington DC 20015 RELIGIOUS in the churchFurther programs 1000 Centro Tepeyac 1315 Apple Ave Silver Springs MD 20910 RELIGIOUS programsFurther related 1250 My Sister's Place PO Box 29596 Washington DC 200170260 Public Further programs 1250 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 Potomac Valley Architesture Foundation 9200 Kentsdale Drive Potomac MD 20854 Public Further Program 1000 Oak Park River Forest Food Pantry 848 Lake Street Oak Park IL 603011314 Public Further Program 4000 St Andrew Apostle Catholic Church 6720 Union Mill Road Clifton VA 20124 Public Further Program 12000 The Alternative House 2100 Gallows Road Vienna VA 22182 Public Further Program 4201 Barrett Township Volunteer Fire Department Pennsylvania 191 Mountainhome PA 18342 Public Further Program 2500 Bloss Area Swim Association Granger Street Blossburg PA 16901 Public Further Program 15000 Blossburg Memorial Library Main Street Blossburg PA 16901 Public Further Program 3600 Cambridge Housing Assistance 105 Chauncy St Suite 502 Boston MA 02111 Public Further Program 25000 CureSearch for Children's Cancer 4600 East-West Hwy Suite 600 Bethesda MD 20814 Public Further Program 50000 Luke's Learning Fund 801 Roeder Road Suite 300 Silver Spring MD 20910 Public Further Program 25000 185698 14 96326 96326 96326 false false false false false false false false false false Northern Trust - See Attached 893312 937253 Northern Trust - See Attached 2169254 2986316 Northern Trust - Real Estate Funds - See Attached 175479 203192 Northern Trust - Commodities - See Attached 119469 116654 Owlett & Lewis, PC Administration 900 900 Owlett & Lewis, PC 990PF Prep 2923 2923 Owlett & Lewis, PC Investment & Accounting 7000 7000 Miscellaneous 52 52 Capital Gain Dividends 31575 31575 Capital gains 16465 Northern Trust Investment Management 6255 6255 Northern Trust Trustee Fees 15764 15764 Excise Tax 891 891 Foreign Tax 2064 2064