2025-11-17T08:49:50-06:00 2024-12-31 521003788 KATZ ABOSCH 9690 DEERECO RD STE 500 TIMONIUM MD 21093 990 2024-01-01 522252149 THE WARD OAKS FOUNDATION INC WARD 4103363779 104 S CROSS STREET 1ST FLOOR CHESTERTOWN MD 21620 MICHAEL FALCONE PRESIDENT 4103363779 2025-11-14 1 0 LAUREN K OWOC CPA P01525941 4108286432 2024 2025-03-06 01:10:19Z MICHAEL FALCONE 301 WEST AVENUE STE 2801 AUSTIN TX 78701 4176027 0 X N/A X 2000 MD TO SUPPORT AFFORDABLE HOUSING, THE ENVIRONMENT, AND RENEWABLE ENERGY, AND OTHER CHARITABLE PURPOSES. 3 2 0 0 0 0 0 0 0 0 115973 364692 0 0 115973 364692 282976 205300 0 0 0 0 0 0 0 216139 341158 499115 546458 -383142 -181766 4224002 4052560 357 2914 4223645 4049646 X TO ALSO HELP THE ENVIRONMENT BY PROMOTING THE USE OF RENEWABLE ENERGY SOURCES, TO INVEST IN RESEARCH AND DEVELOPMENT OF RENEWABLE ENERGY SOURCES, TO ENCOURAGE AND PROMOTE THE COST EFFECTIVE FINANCING AND OPERATING OF RENEWABLE ENERGY FACILITIES IN ORDER TO REDUCE THE COST OF BUILDING AND OPERATING SUCH FACILITIES AND TO REDUCE THE COST OF THE ENERGY PRODUCED BY SUCH FACILITIES. TO ACQUIRE, DEVELOP, INVEST IN, OWN AND OPERATE RENEWABLE ENERGY SOURCES IN ORDER TO DEMONSTRATE THEIR EFFICIENCY, PROMOTE THEIR USE, AND REDUCE RELIANCE UPON FOREIGN ENERGY SOURCES. TO PARTICIPATE IN PROGRAMS DESIGNED TO ACCOMPLISH ANY OF THE FOREGOING, AS WELL AS OTHER CHARITABLE PURPOSES, TO INCLUDE AFFORDABLE HOUSING FOR THE HOMELESS, ELDERLY, AND PERSONS OF LOW INCOME. 0 0 480921 205300 PROVIDING CLEAN AND RENEWABLE ENERGY SOURCES TO COMMUNITIES THROUGH OWNERSHIP IN VARIOUS PARTNERSHIPS THAT ALIGN WITH THIS MISSION.CONTRIBUTING TO ORGANIZATIONS WHOSE EXEMPT PURPOSE ALIGNS WITH THAT OF THE FOUNDATION'S MISSIONS. 480921 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 X MICHAEL FALCONE 4103363779 301 WEST AVE APT 2801 AUSTIN TX 78701 X DARYL JONES CHAIRMAN 0.10 X 0 0 0 MICHAEL FALCONE EXECUTIVE DIRECTOR 0.50 X X 0 0 0 JAMES MITCHELL DIRECTOR 0.10 X 0 0 0 0 0 0 0 0 0 0 0 81889 81889 4094138 3811335 282803 282803 282803 364692 0 0 364692 205300 205300 7218 7218 16119 16119 36000 36000 6000 6000 PASS-THROUGH PARTNERSHI 271815 271815 PASS-THROUGH - OTHER DE 3806 3806 BANK & INVEST CHARGES 200 200 546458 480921 65537 0 X 189894 958523 319860 243374 57255 448262 2267560 213228 211236 1176205 2191165 4224002 4052560 357 2914 357 2914 X 4223645 4049646 4223645 4049646 4224002 4052560 -181766 7767 0 X 0 0 0 X 31430 31430 3344891 3344891 3344891 31430 3376321 0 0 0 3376321 36173 68524 108056 99101 81889 393743 36173 68524 108056 99101 81889 393743 3381064 99954 108056 99101 81889 3770064 0.89560 0.94660 0.10440 0.05340 X 0 INVESTMENT IN PARTNERSHIP - EARLY LIGHT VENTURES FUND I, LLC 211236 C 211236 INVESTMENT IN PARTNERSHIP - TVEC BULGARIA SOLAR INVESTORS LLC 778325 C INVESTMENT IN PARTNERSHIP - VEP SMOLYAN LLC 1412840 C 2191165 1 MCDONOGH SCHOOL INC 8600 MCDONOGH RD OWINGS MILLS MD 21117 566001577 501(C)(3) 150000 0 CASH GENERAL PURPOSE COMMUNITY ORGANIZING ALLIANCE PO BOX 113 LEWISTON ME 04240 131837418 501(C)(3) 10000 0 CASH GENERAL PURPOSE PORTLAND COMMUNITY SQUASH 66 NOYES ST PORTLAND ME 04103 462787590 501(C)(3) 10000 0 CASH GENERAL PURPOSE 3 PART I, LINE 2: ALL CHARITABLE DONATION REQUESTS ARE REVIEWED PRIOR TO APPROVAL BY A DIRECTOR TO ENSURE COMPLIANCE WITH ITS MISSION. MICHAEL FALCONE EXECUTIVE DIRECTOR 34920 FEES PAID TO WARD OAKS LLC, OWNED 97% BY MICHAEL FALCONE. 0 FORM 990, PART VI, SECTION B, LINE 11B THERE IS AN ACCOUNTING MANAGEMENT REVIEW OF THE 990 FOR REASONABLENESS AND COMPLETENESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES, AND STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 13 AS PART OF THE ORGANIZATION'S EXEMPT FUNCTION TO PROVIDE CLEAN AND RENEWABLE ENERGY SOURCES, AS WELL AS LOW-INCOME HOUSING FOR THE HOMELESS, ELDERLY, AND PERSONS OF LOW INCOME, THE ORGANIZATION TAKES A POSITION AS EITHER A LIMITED PARTNER OR THE GENERAL PARTNER IN VARIOUS PARTNERSHIPS. THE ORGANIZATION'S GOAL IS TO ENHANCE PROJECTS THAT PROVIDE RENEWABLE ENERGY AND AFFORDABLE HOUSING FOR THOSE IN NEED. THE ORGANIZATION DOES NOT CHARGE SPECIAL FEES TO TENANTS AND RENTS CHARGED FOR LOW-INCOME HOUSING ARE KEPT LARGELY AFFORDABLE PER REGULATORY GUIDELINES. MAJOR FLUCTUATIONS IN THE BALANCE SHEET INVESTMENT ASSET ACCOUNT OCCUR DUE TO ACQUISITIONS AND DISPOSITIONS OF THESE VARIOUS PARTNERSHIP INTERESTS. GAINS AND LOSSES RECOGNIZED ON THE TAX RETURN ARE DETERMINED FROM FLOW-THROUGH INCOME AND LOSSES FROM THE PARTNERSHIP K-1'S.