2024-05-13T11:53:08-07:00 2023-12-31 251464314 OWLETT & LEWIS PC 1 CHARLES ST PO BOX 878 WELLSBORO PA 16901 990PF 2023-01-01 251877478 Ward Foundation WARD 5707231470 One Charles Street PO Box 878 Wellsboro PA 169010878 Thomas M Owlett Trustee 5707231470 2024-04-26 true Thomas Owlett XXX-XX-XXXX true Thomas M Owlett Esquire P01466288 5707231470 2024-05-13 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4112846 X X 134713 134713 101265 0 0 0 134713 235978 0 16000 22269 13005 9264 0 29349 29349 2628 1528 1100 0 0 70246 43882 10364 238451 238451 308697 43882 248815 -173984 192096 0 122916 90540 90926 0 0 2148332 2148805 2972253 1017183 976367 896478 0 136117 136118 153189 0 0 0 0 3424548 3351830 4112846 0 0 0 0 0 X 3424548 3351830 3424548 3351830 3424548 3351830 3424548 -173984 101266 3351830 3351830 NT #1024 Short Term Gains-Detail Attached P 2023-01-02 2023-12-31 42550 0 53248 -10698 0 0 0 -10698 NT #1024 Long Term Gains-Detail Attached P 2020-01-02 2023-12-31 622907 0 510944 111963 0 0 0 111963 101265 -10698 2670 0 2670 0 2670 2238 2238 2238 432 0 false false false false false false false true true PA true false false false false true N/A THOMAS M OWLETT 5707231470 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 false Patricia A Ward-McGuire 2113 Woodford Road Vienna VA 22182 Trustee 1.00 4000 0 0 Marjorie A Ward 61 Westbourne Terrace Brookline MA 02446 Trustee 1.00 4000 0 0 Kathryn A Ward-O'Malley 7980 Chicago Ave River Forest IL 60302 Trustee 1.00 4000 0 0 Joseph P Ward 6804 Persimmon Road Bethesda MD 20817 Trustee 1.00 4000 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 to qualified charitable organizations to meet community needs. In 2023, 27 charitable organizations received grant distributions. 238451 3921906 115479 0 4037385 0 4037385 60561 3976824 198841 198841 2670 2670 196171 196171 196171 248815 248815 196171 0 7 14722 0 25249 39978 248815 0 196171 52644 92622 0 0 0 0 0 92622 7 14722 0 25249 52644 MARJORIE S WARD NA X Hephzibah Childrens Home 946 North Blvd Oak Park IL 60301 PUBLIC Further currentprograms 4000 Father Cyril Guise 1525 Carmel Road Holy Hill Hubertus WI 53033 RELIGIOUS Further currentprograms 2000 So Other's Might Eat (SOME) 71 O Street NW Washington DC 20005 PUBLIC Further currentprograms 3000 Father John Enzler PO Box 96185 Washington DC 20090 RELIGIOUS Further programsin the church 3000 Centro Tepeyac 12247 Georgia Ave Silver Springs MD 20902 RELIGIOUS Further relatedprograms 2000 Beyond Hunger 848 Lake Street Oak Park IL 603011314 Public Further relatedprograms 3500 Blossburg Memorial Library Main Street Blossburg PA 16901 Public Further relatedprograms 5500 Luke McGuire Memorial Scholarship c/o William Mary Colleg Williamsburg VA 23186 Public Scholarships 10000 Luke McGuire Memorial Scholarship c/o VA Commonwealth University Richmond VA 23284 Public Scholarships 10000 Luke McGuire Memorial Scholarship c/o James Madison University Harrisonburg VA 22807 Public Scholarships 5000 Luke McGuire Memorial Scholarship c/o Purdue University West Layfayette IN 47907 Public Scholarships 5000 Luke McGuire Memorial Scholarship c/o VA Tech Blacksburg VA 21046 Public Scholarships 10000 N VA Community College 8333 Little River Turnpike Annandale VA 22003 Public Scholarships 2226 Harbor Camps 46 Plympton Street Boston MA 02118 Public Further relatedprograms 10000 Camp Ta-Kum-Ta PO Box 459 South Hero VT 05486 Public Further relatedprograms 10000 Archdiocese of Washington 5001 Eastern Avenue Hyattsville MD 20782 Public Further relatedprograms 1000 Mercy Health Clinic 7 Metropolitan Court Ste 1 Gaithersburg MD 20878 Public Further relatedprograms 2000 Caring Unlimited PO Box 590 Sanford ME 04073 Public Further relatedprograms 10000 Barrett Township Fire Dept Fire Hall Cresco PA 18326 Public Further relatedprograms 2500 Cure Search for Children PO Box 45781 Baltimore MD 21297 Public Further relatedprograms 10000 Juvenile Diabetes Research 1 East Wacker Drive Suite 1400 Chicago IL 60601 Public Further relatedprograms 1000 Lund PO Box 4009 Burlington VT 05406 Public Further relatedprograms 12225 Blossburg Area Swim Assoc 15 S Main St Blossburg PA 16912 Public Contruct newbathhouse 50000 Misericordia Foundation 6300 Ridge Road Chicago IL 60660 Public Further relatedprograms 4000 St Matthew's House 2601 Airport Road S Naples FL 34112 Public Further relatedprograms 1000 Sacopee Valley Health Center 70 Main Street Porter ME 04068 Public Further relatedprograms 5000 Friendship Place 4713 Wisconsin Ave N Washington DC 20016 Public Further relatedprograms 2000 Our Lady of Mercy Church 9200 Kentsdale Drive Potomac MD 20854 Religious Further relatedprograms 2000 Healthcare Without Walls 41 West St 6th Floor Boston MA 02111 Public Further relatedprograms 10000 Boston Childrens Hospital Trust 401 Park Drive Suite 602 Boston MA 02115 Public Further relatedprograms 25000 Lovin' Spoonfuls Inc 189 Wells Ave 100 Newton MA 02459 Public Further relatedprograms 9000 Serve & Return Chicago 2444 N Elston Ave Chicago IL 60647 Public Further relatedprograms 1500 Wider Circle 10325 Kensington Parkway 70 Kensington MD 20895 Public Further relatedprograms 2000 Oak Park River Forest Infant Welfare 28 Madison Street Oak Park IL 60302 Public Further relatedprograms 3000 238451 14 134713 134713 134713 N/A . false false false false false false false false false false Northern Trust - Fixed Income Securities (See Attached) 976367 896478 Northern Trust - Equity Securities (See Attached) 2148805 2972253 Northern Trust - Real Estate (See Attached) 60110 72313 Northern Trust - Commodities (See Attached) 76008 80876 Owlett & Lewis, PC Administration 9264 9264 Owlett & Lewis, PC 990PF Prep 3255 3255 Owlett & Lewis, PC Investment & Accounting 9750 9750 Owlett & Lewis, PC Attorney 0 Capital Gains/(Losses) 101265 Basis adjustment 1 Northern Trust Investment Management 8613 8613 Northern Trust Custodian Mgmt 20736 20736 Excise Tax 0 Foreign Tax 1528 1528 Federal tax 1100 1100