FURP.ORG / PUBLIC DATA EXPLORER

WINCHESTER ROAD FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WINCHESTER ROAD FOUNDATION INC (EIN 38-4020122)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-04-02
IRS object ID
202530929349301573
Schema version
2023v6.0
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)
Return2025-04-02T20:25:20-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

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
Signature2025-03-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA SILVA CPAPreparerPersonNm
PTINP00743443PTIN
Phone7143224672PhoneNum
Preparation2025-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR CHARITY PLAXTON-HENNINGSPrincipalOfficerNm
Gross Receipts$142,594GrossReceiptsAmt
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 Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$179,770PYContributionsGrantsAmt
CY Contributions Grants$117,134CYContributionsGrantsAmt
CY Program Service Revenue$4,190CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$21,269CYOtherRevenueAmt
PY Total Revenue$179,770PYTotalRevenueAmt
CY Total Revenue$142,593CYTotalRevenueAmt
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$126,962PYOtherExpensesAmt
CY Other Expenses$266,875CYOtherExpensesAmt
PY Total Expenses$126,962PYTotalExpensesAmt
CY Total Expenses$266,875CYTotalExpensesAmt
PY Revenues Less Expenses$52,808PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$124,282CYRevenuesLessExpensesAmt
Total Assets BOY$239,056TotalAssetsBOYAmt
Total Assets EOY$170,853TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$239,056NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$170,853NetAssetsOrFundBalancesEOYAmt
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$264,958ExpenseAmt
DescSUPPORT THE CHARITABLE AND EDUCATIONAL MISSION OF TVCS, INCDesc
Total Program Service Expenses$264,958TotalProgramServiceExpensesAmt
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
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 EntityfalseRelatedEntityInd
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 Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TERRI MAREK
SECRETARY/CF2.00Yes (X)Yes (X)$0$0$0
DR CHARITY PLAXTON-HENNINGS
EXECUTIVE DI2.00Yes (X)$0$0$0
RICHARD SIMS
CHIEF EXE OF2.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$117,134AllOtherContributionsAmt
Total Contributions$117,134TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescFIELDTRIP REVENUEDesc
Total Revenue Column$4,190TotalRevenueColumnAmt
Related Or Exempt Func Income$4,190RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,190TotalProgramServiceRevenueAmt
Fundraising Gross Income$21,270FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,269TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,593TotalRevenueColumnAmt
Related Or Exempt Func Income$4,190RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,850TotalAmt
Program Services$2,850ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$32,420TotalAmt
Program Services$30,503ProgramServicesAmt
Management And General$1,917ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53TotalAmt
Program Services$53ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,800TotalAmt
Program Services$1,800ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$91,289TotalAmt
Program Services$91,289ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES$77,959$77,959
REPAIRS AND MAINTENANCE$34,120$34,120
FOOD EXPENSE$19,711$19,711
OTHER EXPENSE$3,761$3,761

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,912TotalAmt
Program Services$2,912ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$266,875TotalAmt
Program Services$264,958ProgramServicesAmt
Management And General$1,917ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$224,031BOYAmt
EOY$155,828EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$239,056BOYAmt
EOY$170,853EOYAmt

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$239,056BOYAmt
EOY$170,853EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$239,056BOYAmt
EOY$170,853EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$239,056BOYAmt
EOY$170,853EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$124,282ReconcilationRevenueExpnssAmt
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 Minus4 Years$136,168CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,392CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,770CurrentTaxYearMinus1YearAmt
Current Tax Year$117,134CurrentTaxYearAmt
Total$519,682TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$159,320CurrentTaxYearMinus2YearsAmt
Current Tax Year$25,460CurrentTaxYearAmt
Total$227,415TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$178,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$164,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,770CurrentTaxYearMinus1YearAmt
Current Tax Year$142,594CurrentTaxYearAmt
Total$747,097TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$747,097PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$178,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,218CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$164,712CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$179,770CurrentTaxYearMinus1YearAmt
Current Tax Year$142,594CurrentTaxYearAmt
Total$747,097TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1OTHER FUNDRAISIEvent1Nm
Gross Receipts Event1$21,270GrossReceiptsEvent1Amt
Gross Revenue Event1$21,270GrossRevenueEvent1Amt
Gross Receipts Total$21,270GrossReceiptsTotalAmt
Gross Revenue Total Events$21,270GrossRevenueTotalEventsAmt
Net Income Summary$21,270NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 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
FORM 990, PART IX, LINE 11GBANK 0 75 0 FEES AND MEMBERSHIPS 7,368 1,842 0 OUTSIDE SERVICES 23,135 0 0 TOTAL 30,503 1,917 0

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