FURP.ORG / PUBLIC DATA EXPLORER

WINCHESTER ROAD FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WINCHESTER ROAD FOUNDATION INC (EIN 38-4020122)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-03-26
IRS object ID
202400869349301820
Schema version
2022v5.0
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)
Return2024-03-26T20:50:27-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952803203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILVA & SILVA CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13040 SATURN ST STE 107AddressLine1Txt
CityBREACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92821ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN384020122EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINCHESTER ROAD FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINCBusinessNameControlTxt
Phone9512946775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135755 ABELIA STAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92596ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR CHARITY PLAXTON-HENNINGSPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9512946780PhoneNum
Signature2024-03-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDR CHARITYPersonFirstNm
Person LastPLAXTON-HENNINGSPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA SILVA CPAPreparerPersonNm
PTINP00743443PTIN
Phone7143224672PhoneNum
Preparation2024-03-26PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR CHARITY PLAXTON-HENNINGSPrincipalOfficerNm
Gross Receipts$179,770GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF TVCS, INC. UNDERTAKE ANY AND ALL ADDITIONAL ACTIVITIES AS MAY BE PROPER IN CONNECTION WITH TVCS, INC.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$5,392PYContributionsGrantsAmt
CY Contributions Grants$179,770CYContributionsGrantsAmt
PY Program Service Revenue$74,079PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$78,813PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$158,284PYTotalRevenueAmt
CY Total Revenue$179,770CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$125,238PYOtherExpensesAmt
CY Other Expenses$126,962CYOtherExpensesAmt
PY Total Expenses$125,238PYTotalExpensesAmt
CY Total Expenses$126,962CYTotalExpensesAmt
PY Revenues Less Expenses$33,046PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$52,808CYRevenuesLessExpensesAmt
Total Assets BOY$186,248TotalAssetsBOYAmt
Total Assets EOY$239,056TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$186,248NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$239,056NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF TVCS, INC. UNDERTAKE ANY AND ALL ADDITIONAL ACTIVITIES AS MAY BE PROPER IN CONNECTION WITH TVCS, INC.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$126,962ExpenseAmt
DescSUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF TVCS, INCDesc
Total Program Service Expenses$126,962TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINCHESTER RD FD INCBusinessNameLine1Txt
Business Name Line2WINCHESTER RD FD INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone9512946775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line135755 ABELIA STREETAddressLine1Txt
Address Line235755 ABELIA STREETAddressLine2Txt
CityWINCHESTERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92596ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DR CHARITY PLAXTON-HENNINGS
EXECUTIVE DI2.0040.00Yes (X)$0$112,571$43,352
TERRI MAREK
SECRETARY/CF2.00Yes (X)$0$0$0Yes (X)
RICHARD SIMS
CHIEF EXE OF2.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$112,571TotReportableCompRltdOrgAmt
Total Other Compensation$43,352TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$179,770AllOtherContributionsAmt
Total Contributions$179,770TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$179,770TotalRevenueColumnAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFIELD TRIPSDesc
Total$126,962TotalAmt
Program Services$126,962ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$126,962TotalAmt
Program Services$126,962ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$171,223BOYAmt
EOY$224,031EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,025BOYAmt
EOY$15,025EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$186,248BOYAmt
EOY$239,056EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$186,248BOYAmt
EOY$239,056EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$186,248BOYAmt
EOY$239,056EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$186,248BOYAmt
EOY$239,056EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$52,808ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$136,168CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,392CurrentTaxYearMinus1YearAmt
Current Tax Year$179,770CurrentTaxYearAmt
Total$402,548TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$42,635CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$159,320CurrentTaxYearMinus1YearAmt
Total$201,955TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$178,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,712CurrentTaxYearMinus1YearAmt
Current Tax Year$179,770CurrentTaxYearAmt
Total$604,503TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$604,503PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$178,803CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$164,712CurrentTaxYearMinus1YearAmt
Current Tax Year$179,770CurrentTaxYearAmt
Total$604,503TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR CHARITY PLAXTON-HENNINGSPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Compensation Based On Rltd Orgs$112,571CompensationBasedOnRltdOrgsAmt
Deferred Comp Rltd Orgs$43,352DeferredCompRltdOrgsAmt
Total Compensation Rltd Orgs$155,923TotalCompensationRltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BWILL BE PROVIDED BY EMAIL FOR REVIEW
FORM 990, PAGE 6, PART VI, LINE 19REQUEST AT TVCS, INC SCHOOL SITE

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line134155 WINCHESTER ROAD LLCBusinessNameLine1Txt
Business Name Line234155 WINCHESTER ROAD LLCBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line135755 ABELIA STREETAddressLine1Txt
Address Line235755 ABELIA STREETAddressLine2Txt
CityWINCHESTERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92596ZIPCd
FieldValueIRS element (for citing)
EIN384020122EIN
Primary ActivitiesFACILITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TEMECULA VALLEY CHARTER SCHOOLBusinessNameLine1Txt
Business Name Line2TEMECULA VALLEY CHARTER SCHOOLBusinessNameLine2Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line135755 ABELIA STREETAddressLine1Txt
Address Line235755 ABELIA STREETAddressLine2Txt
CityWINCHESTERCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92596ZIPCd
FieldValueIRS element (for citing)
EIN912148654EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd