2025-10-11T13:55:17-05:00 2024-12-31 061372270 OWENS & COMPANY LLC 695 BLOOMFIELD AVENUE BLOOMFIELD CT 06002 990PF 2024-01-01 061519409 THE WARD FOUNDATION INC WARD 2039667885 77 WINFIELD LANE NEW CANAAN CT 06840 RICHARD S WARD PRESIDENT 2039667885 2025-10-11 1 1 THOMAS F OWENS JR P00632189 8607696950 X 2024 2025-03-06 01:10:19Z X 639117 X X 637 637 21213 21213 -13601 85035 0 8249 21850 0 0 0 2150 1075 1075 891 891 0 11052 11052 0 14093 13018 1075 22715 22715 36808 13018 23790 -28559 8832 23773 14662 14662 488582 469134 624455 512355 483796 639117 4000 4000 4000 4000 X 546 546 0 0 507809 479250 508355 479796 512355 483796 508355 -28559 0 479796 0 479796 SPDR SELECT SECTOR - HEALTH P 2020-12-17 10158 10606 -448 -448 SPDR SELECT SECTOR - REAL ESTATE P 2024-12-18 9649 9804 -155 -155 BROADCOM P 2024-05-29 4160 1021 3139 3139 CONOCO PHILLIPS P 2024-06-06 4474 2198 2276 2276 RTX CORPORATION P 2024-06-06 5405 4480 925 925 INTEL P 2024-08-23 5880 14740 -8860 -8860 PFIZER P 2024-11-14 10633 14588 -3955 -3955 HEALTH PEAK P 2024-11-15 9840 11220 -1380 -1380 BROADCOM P 2024-11-18 1655 340 1315 1315 UPS P 2024-12-03 8848 11266 -2418 -2418 BCE P 2024-12-17 9651 17692 -8041 -8041 BROADCOM P 2024-12-17 4682 681 4001 4001 -13601 123 0 123 0 123 0 0 0 0 0 0 123 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A RICHARD S WARD 2035364344 77 WINFIELD LANE NEW CANAAN CT 06840 0 0 0 0 0 0 0 0 1 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 RICHARD S WARD 77 WINFIELD LANE NEW CANAAN CT 06840 PRESIDENT 1.00 0 0 0 JOHN WARD 9 HILLS END LANE WESTON CT 06883 CHAIRMAN 0.00 0 0 0 NONE 0 NONE 0 MAINTAINS INVESTMENTS AND DISTRIBUTES CONTRIBUTIONS TO SELECT CHARITABLE ORGANIZATIONS. 24040 0 623244 16983 0 640227 0 0 640227 9603 630624 31531 31531 123 123 31408 0 31408 0 31408 23790 0 23790 31408 28706 0 0 23790 23790 0 0 0 0 0 0 0 0 0 0 4916 31408 0 0 0 RICHARD S WARD JOHN WARD X ALZHEIMER'S DISEASE RESEARCH 22512 GATEWAY CENTER DRIVE CLARKSBURG MD 20871 MEDICAL RESEARCH 1000 EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 EDUCATIONAL SUPPORT 500 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 INTERNATIONAL RELIEF 1040 COASTAL ASPIRATIONS ONE EMBARCADERO CENTER SUITE 800 SAN FRANCISCO CA 94111 ENVIRONMENTAL SUPPORT 2486 DISABLED VETERANS NATIONAL FOUNDATION 4601 FORBES BOULEVARD LANHAM MD 20706 COMMUNITY SUPPORT 1000 FIRST AIR PORCE ONE (RESTORATION) PO BOX 7 BRIDGEWATER VA 22812 HISTORICAL/SOCIETAL SUPPORT 54 JUDICIAL WATCH 425 THIRD STREET SW WASHINGTON DC 20024 COMMUNITY SUPPORT 500 LAVALETTE VOLUNTEER FIRE 125 WASHINGTON AVE LAVALETTE NJ 08735 COMMUNITY SUPPORT 500 MOOSE CHARITIES 155 S INTERNATIONAL DRIVE MOOSEHEART IL 60539 SOCIAL RELIEF AND COMMUNITY SUPPORT 1000 NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 HISTORICAL/SOCIETAL SUPPORT 1500 NEW CANAAN COMMUNITY FOUNDATION 111 CHERRY STREET NEW CANAAN CT 06840 COMMUNITY SUPPORT 500 NEW CANAAN HIGH SCHOOL SCHOLARSHIP FOUNDATION INC 11 FARM RD NEW CANAAN CT 06840 EDUCATIONAL SUPPORT 1000 PROJECT ORBIS INTERNATIONAL 52 VANDERBILT AVENUE 8TH FL NEW YORK NY 10017 ONCOLOGICAL RESEARCH 100 VISTA LIFE INNOVATIONS 1356 OLD CLINTON ROAD WESTBROOK CT 06498 COMMUNITY SUPPORT 1000 WAVENY CARE CENTER INC 3 FARM ROAD NEW CANAAN CT 06840 HEALTH AND REHABILITATION SUPPORT SERVICES 500 INTERNATIONAL COLLEGE 305 EAST 47TH STREET NEW YORK NY 10017 EDUCATIONAL SUPPORT 5000 STAYING PUT IN NEW CANAAN PO BOX 484 NEW CANAAN CT 06840 SOCIAL AND COMMUNITY SUPPORT 5000 ST JOSEPH'S INDIAN SCHOOL 1301 N MAIN ST CHAMBERLAIN SD 57325 SOCIAL AND COMMUNITY SUPPORT 35 22715 0 637 21213 -13601 0 0 8249 8249 4 DIVIDENDS AND INTEREST STEM FROM THE FOUNDATION'S ASSETS WHICH ALLOW THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES. 0 0 0 0 0 0 0 0 0 0 OWENS & COMPANY LLC 2150 1075 1075 FORM 990-PF, PART V, LINE 6A PLEASE NOTE THAT TAXPAYER PAPER FILED ITS 2020 INCOME TAX RETURN, PER THE 2020 INSTRUCTIONS TO FORM 990-PF. TAXPAYER RECEIVED A MARCH 24, 2022 IRS NOTICE #0422897266. TAXPAYER REFILED ITS OWN 2020 RETURN, PER THE NOTICE. TAXPAYER HEARD NOTHING FURTHER ON THE ISSUE. ON TAXPAYER'S 2020 INCOME TAX RETURN, IT HAD AN OVERPAYMENT APPLIED TO 2021 OF $1,372. BECAUSE THE 2020 990-PF WAS NEVER PROCESSED, TAXPAYER RECEIVED NO CREDIT FOR THE 2020 OVERPAYMENT ON THE 2021 TAX RETURN. AS A RESULT, TAXPAYER THEN RECEIVED A DECEMBER 5,2022 NOTICE CP220 DEMANDING PAYMENT OF THE 2021 TAX, WITH INTEREST AND PENALTIES. IN AN EFFORT TO STOP THE NOTICES, TAXPAYER PAID THIS AMOUNT ON DECEMBER 24, 2022. THE IRS CASHED THE CHECK FOR $237.25 ON JANUARY 5, 2023.ON DECEMBER 21, 2022, MY OFFICE WROTE A LETTER TO MS. AMY HUSSEY, DEPT MGR, DPO CODE & EDIT/NUMBERING, IN THE OGDEN, UTAH OFFICE EXPLAINING THE ISSUE WITH THE 2020 RETURN. THISLETTER WAS STAMPED RECEIVED BY THE OGDEN OFFICE ON DECEMBER 27, 2022. NEITHER WE NOR THE TAXPAYER HAVE HEARD ANTHING IN REPLY.IT IS TAXPAYER'S POSITION, HAVING IN GOOD FAITH PAID THE 2021 TAX DUE TWICE (ALONG WITH INTEREST AND PENALTIES), THAT IT IS DUE A RETURN OF THE INTEREST AND PENALTIES AND THAT IT ALSO HAS AN OVERPAYMENT TO APPLY TO 2022 EQUAL TO THE ORIGINAL OVERPAYMENT FROM THE 2020 INCOME TAX RETURN THATTHE IRS HAS YET TO PROCESS OR CONTACT US TO DISCUSS. THE AMOUNT OF THE PROPER 2020 OVERPAYMENT APPLIED IN 2022 WAS $1,372. THIS LED TO A 2022 OVERPAYMENT TO APPLY TO 2023 OF $1,056. J.P. MORGAN PORTFOLIO, A/C# 5811 AT COST 469134 624455 INVESTMENT FEES 10454 10454 0 NONDIVIDEND DISTRIBUTIONS INCLUDED ABOVE 439 439 0 ONLINE FEES 159 159 0 DUE TO TRUSTEE 4000 4000 FOREIGN TAX PER 1099 512 512 0 US TREASURY 379 379 0