2013-05-15T11:19:02-07:00 2012-12-31 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2012-01-01 251877478 WARD FOUNDATION WARD 5707231451 ONE CHARLES STREET PO BOX 878 WELLSBORO PA 169010878 THOMAS M OWLETT 5707231451 2013-03-21 true MICHAEL B ALLEN 5707231472 2013-05-15 2012 2016-02-25 16:41:14Z X 4019659 X X 105833 105833 78997 6159 6159 111992 190989 14000 14000 19197 7242 11955 16352 16352 6333 6333 2105 2105 57987 29927 28060 155000 155000 212987 29927 183060 -100995 161062 135360 95655 95655 2145337 2230286 2514632 1003655 873144 934652 329105 392375 474720 3613457 3591460 4019659 0 X 3613457 3591460 3613457 3591460 3613457 3591460 3613457 -100995 78998 3591460 3591460 Short Term Capital Gain/Losses (See Attached) P 2012-12-31 2012-12-31 2229 0 2447 -218 0 0 0 -218 Long Term Capital Gain/Losses (See Attached) P 2011-12-31 2012-12-31 815612 0 744991 70621 0 0 0 70621 Long Term Capital Gain/Losses (See Attached) P 2011-12-31 2012-12-31 32295 0 23701 8594 0 0 0 8594 78997 -218 197628 4007486 0.049315 186348 3814841 0.048848 149254 3564606 0.041871 228975 4150031 0.055174 263209 4595405 0.057277 0.252485 0.050497 3934602 198686 1611 200297 183060 3221 0 3221 3221 5030 5030 -5030 1809 1809 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 1.00 3500 0 0 MARJORIE A WARD-RESNIKOFF 61 WESTBOURNE TERRACE BROOKLINE MA 02446 1.00 3500 0 0 KATHRYN A WARD-O'MALLEY 7980 CHICAGO AVE RIVER FOREST IL 60302 1.00 3500 0 0 JOSEPH P WARD 6804 PERSIMMON ROAD BETHESDA MD 20817 1.00 3500 0 0 THOMAS M OWLETT PO BOX 878 WELLSBORO PA 16901 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 2012,eighteen charitable organizations qualified for grant distributions. 155000 3845031 149489 0 3994520 3994520 59918 3934602 196730 196730 3221 3221 193509 193509 193509 183060 183060 183060 193509 5238 394 5632 183060 183060 5632 5632 4817 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 2000 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 1250 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 1500 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 3000 OAK PARK RIVER FOREST FOOD PANTRY 848 LAKE STREET OAK PARK IL 603011314 Public Further Program 4000 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 CHILDRENS NATIONAL MEDICAL CENTER 801 ROEDER ROAD SUITE 300 SILVER SPRINGS MD 20910 Public Further Education Program 110000 155000 14 105833 105833 105833 false false false false false false false false false false Northern Trust - See Attached 873144 934652 Northern Trust - See Attached 2230286 2514632 Northern Trust - Real Estate Funds - See Attached 207368 227222 Northern Trust - Commodities - See Attached 185007 247498 Owlett & Lewis, PC Administration 8983 8983 Owlett & Lewis, PC 990PF Prep 2972 2972 Owlett & Lewis, PC Investment & Accounting 7242 7242 Capital Gain Dividends 6159 6159 Capital gains 78998 Northern Trust Investment Management 16352 16352 Excise Tax 4400 4400 Foreign Tax 1933 1933 Other