STRATEGY STUDIO / PUBLIC DATA EXPLORER

CAROL AND WARREN SINSHEIMER FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CAROL AND WARREN SINSHEIMER FOUNDATION INC (EIN 77-0457296)
Tax period
2014-04-01 to 2015-03-31
Filed
2015-08-13
IRS object ID
201522259349100842
Schema version
2014v5.0
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)
Return2015-08-13T14:39:38-05:00ReturnTs
Tax Period End2015-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270039022PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RADAKOVICH SHAW & BLYTHE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13220 S HIGUERA ST STE 201AddressLine1Txt
CitySAN LUIS OBISPOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770457296EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL AND WARREN SINSHEIMERBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone8055412800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11745 TIBURON WAYAddressLine1Txt
CitySAN LUIS OBISPOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP934018309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN SINSHEIMER IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8055412800PhoneNum
Signature2015-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE M BLYTHE CPAPreparerPersonNm
PTINP00145603PTIN
Phone8055441557PhoneNum
Preparation2015-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$96,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,763DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,763DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,595NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,380GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,595CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,358TotalRevAndExpnssAmt
Total Net Invst Incm$4,358TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,372AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$593AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$24TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$147OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$121OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,543TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,185ExcessRevenueOverExpensesAmt
Net Investment Income$3,644NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,054CashBOYAmt
Cash EOY$5,606CashEOYAmt
Cash EOYFMV$5,606CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,761SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,809SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,809SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$57,662CorporateStockBOYAmt
Corporate Stock EOY$50,877CorporateStockEOYAmt
Corporate Stock EOYFMV$87,090CorporateStockEOYFMVAmt
Total Assets BOY$63,477TotalAssetsBOYAmt
Total Assets EOY$60,292TotalAssetsEOYAmt
Total Assets EOYFMV$96,505TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$63,477RetainedEarningBOYAmt
Retained Earning EOY$60,292RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,477TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,477TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,292TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,477TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,185ExcessRevenueOverExpensesAmt
Subtotal$60,292SubtotalAmt
Tot Net Ast Or Fund Balances EOY$60,292TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property190 SHS AMERICAN ELECTRIC POWER COPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-04-06AcquiredDt
Sold2014-08-11SoldDt
Gross Sales Price$9,380GrossSalesPriceAmt
Cost Or Other Basis$6,785CostOrOtherBasisAmt
Gain Or Loss$2,595GainOrLossAmt
Gains Minus Excess Or Losses$2,595GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,595CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$73InvestmentIncomeExciseTaxAmt
Subtotal$73SubtotalAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Tax Due$73TaxDueAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone8055412800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11745 TIBURON WAYAddressLine1Txt
CitySAN LUIS OBISPOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP934018309ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
WARREN A SINSHEIMER III
1745 TIBURON WAYSAN LUIS OBISPOCA93401PRESIDENT0.00$0$0$0
CAROL SINSHEIMER
1745 TIBURON WAYSAN LUIS OBISPOCA93401SECRETARY/VP0.00$0$0$0
WARREN ANGUS SINSHEIMER
1745 TIBURON WAYSAN LUIS OBISPOCA93401DIRECTOR0.00$0$0$0
AMY E SINSHEIMER
1745 TIBURON WAYSAN LUIS OBISPOCA93401DIRECTOR0.00$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$84,458AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$92,230TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$92,230AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$90,847NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$73TaxBasedOnInvestmentIncomeAmt
Total Tax$73TotalTaxAmt
Distributable Before Adj$4,469DistributableBeforeAdjAmt
Distributable Before Ded$4,469DistributableBeforeDedAmt
Distributable As Adjusted$4,469DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,000ExpensesAndContributionsAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,469DistributableAsAdjustedAmt
Undistributed Income PY$4,515UndistributedIncomePYAmt
Prior Year32012PriorYear3Yr
Total For Prior Years$329TotalForPriorYearsAmt
Qualifying Distributions$6,000QualifyingDistributionsAmt
Applied To Year1$4,515AppliedToYear1Amt
Applied To Prior Years$329AppliedToPriorYearsAmt
Applied To Current Year$1,156AppliedToCurrentYearAmt
Undistributed Income CY$3,313UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWARREN A SINSHEIMER IIIContributingManagerNm
Contributing ManagerCAROL SINSHEIMERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
CAL POLY ARTS
ONE GRANDE AVENUESAN LUIS OBISPOCA934070334NONEPCTO SUPPORT ARTS IN THE COMMUNITY$1,000
THE LAND CONSERVANCY OF
1137 PACIFIC STREETSAN LUIS OBISPOCA93401NONEPCTO PROTECT AND ENHANCE CONSERVATION$5,000SAN LUIS OBISPO COUNTY
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,763ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,595ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,358ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,358TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,372Amt
Net Investment Income$593NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200 SH. GENERAL ELECTRIC CO.$1,117$4,962
45 SH. AMAZON COM INC.$8,559$16,745
190 SH. AMERICAN ELECTRIC POWER CO.
475 SH. BRISTOL MYERS SQUIBB CO.$12,953$30,638
200 SH. GENERAL ELECTRIC CO.$4,215$4,962
50 SH. GOLDMAN SACHS GRP INC.$8,105$9,399
650 SH. KB HOME$7,773$10,153
105 SH. MCDONALDS CORP$8,155$10,231

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FTB-2013 FILING FEE$10$5
INVESTMENT FEE$95$95
CA FILING FEE-STMT OF INFO.$20$10
UNION BANK FEE-CHECK REORDER$22$11

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 FEDERAL EXCISE TAXCategoryTxt
Amt$24Amt