THE FALCK FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE FALCK FOUNDATION INC (EIN 59-3098588)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-02-23
IRS object ID
202630549349100758
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-23T17:17:25-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592110180PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILLEGASS CHEPENIK & HOOD CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1427 3RD STREET NORTHAddressLine1Txt
CityJACKSONVILLE BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP322507028ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593098588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FALCK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFALCBusinessNameControlTxt
Phone6143706055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15574 RAMBLEWOOD COURTAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43235ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA F WININGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6143706055PhoneNum
Signature2026-02-21SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY J HOODPreparerPersonNm
PTINP01200953PTIN
Phone9042002154PhoneNum
Preparation2026-02-23PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,911,018FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,017ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,350InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,350InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$45,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,319DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$111,692NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,105,253GrossSalesPriceAmt
Total Rev And Expnss$220,002TotalRevAndExpnssAmt
Total Net Invst Incm$28,669TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$16,489OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,489OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,889TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,889TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,889TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$112,113ExcessRevenueOverExpensesAmt
Net Investment Income$10,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,084SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,396SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,386,362OtherInvestmentsBOYAmt
Other Investments EOY$1,502,163OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,882,622OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,418,446TotalAssetsBOYAmt
Total Assets EOY$1,530,559TotalAssetsEOYAmt
Total Assets EOYFMV$1,911,018TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,418,446RetainedEarningBOYAmt
Retained Earning EOY$1,530,559RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,418,446TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,530,559TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,418,446TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,530,559TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,418,446TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$112,113ExcessRevenueOverExpensesAmt
Subtotal$1,530,559SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,530,559TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$150InvestmentIncomeExciseTaxAmt
Subtotal$150SubtotalAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,006EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,006TotalPaymentsAndCreditsAmt
Overpayment$856OverpaymentAmt
Applied To ES Tax$856AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY J HOODIndividualWithBooksNm
Phone9042002154PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15224 W STATE ROAD 46 416AddressLine1Txt
CitySANFORDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32771ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
REBECCA F WININGER
5574 RAMBLEWOOD COURTCOLUMBUSOH43235TRUSTEE000.00$0$0$0
DAVID A WININGER
5574 RAMBLEWOOD COURTCOLUMBUSOH43235TRUSTEE000.00$0$0$0
NATHAN R WININGER
3124 AUTEN AVENUECINCINNATIOH45277TRUSTEE000.00$0$0$0
RACHEL I WININGER
5574 RAMBLEWOOD COURTCOLUMBUSOH43235TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,821,987AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,863,140TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,863,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,835,193NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,760MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,760MinimumInvestmentReturnAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Tax$150TotalTaxAmt
Distributable Before Adj$91,610DistributableBeforeAdjAmt
Distributable Before Ded$91,610DistributableBeforeDedAmt
Distributable As Adjusted$91,610DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,000ExpensesAndContributionsAmt
Qualifying Distributions$90,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,610DistributableAsAdjustedAmt
Undistributed Income PY$86,444UndistributedIncomePYAmt
Qualifying Distributions$90,000QualifyingDistributionsAmt
Applied To Year1$86,444AppliedToYear1Amt
Applied To Current Year$3,556AppliedToCurrentYearAmt
Undistributed Income CY$88,054UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FL SCHOOL-DEAF & BLIND
207 SAN MARCO AVE207 SAN MARCO AVEST AUGUSTINEFL32084NONEPCDONATION$45,000
SPINAL CORD SOCIETY
19051 COUNTY HIGHWAY19051 COUNTY HIGHWAYFERGUS FALLSMN56537NONEPCDONATION$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,350RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,943RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$111,692RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$158,985RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$158,985TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1DAPHNE FRANC LIVING TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15574 RAMBLEWOOD COURTAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43235ZIPCd
FieldValueIRS element (for citing)
Total Contributions$61,017TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAMERICAN INC FUND - 2300 SHSNoncashPropertyDesc
Fair Market Value$58,995FairMarketValueAmt
Received2025-05-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
COVERED SALES - WELLS FARGO2025-01PURCHASE2025-12$408,227$404,061$4,166
COVERED SALES - WELLS FARGO2022-10PURCHASE2025-12$694,295$589,500$104,795
BALANCE AMOUNT2025-12PURCHASE2025-12$2,731$2,731

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,502,163BookValueAmt
EOYFMV$1,882,622EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BROKERAGE FEES$16,395$16,395
FOREIGN TAXES PAID$94$94

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