LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-07
IRS object ID: 202501279349103045
Schema version: 2024v5.0
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-07T17:19:53-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	463328001	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BURKHART PETERSON	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17422 OCONNOR RD SUITE 100	AddressLine1Txt
City	SAN ANTONIO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	782475680	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	271037535	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LOUIS AND VIVIAN VANCE FAMILY	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LOUI	BusinessNameControlTxt
Phone	2102254461	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	430 S SANTA ROSA	AddressLine1Txt
City	SAN ANTONIO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78207	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL MATTHEW VANCE	PersonNm
Person Title	PRESIDENT/DIRECTOR	PersonTitleTxt
Signature	2025-05-05	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY S BULLINGTON	PreparerPersonNm
PTIN	P00497695	PTIN
Phone	2103773311	PhoneNum
Preparation	2025-05-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$532,887	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$15,048	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$14,565	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,748	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$161,598	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,748	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$39,796	TotalRevAndExpnssAmt
Total Net Invst Incm	$39,313	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$950	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$950	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$206	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$206	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$3,567	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,567	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$4,723	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,723	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$26,159	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$26,159	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$30,882	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,723	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$26,159	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$8,914	ExcessRevenueOverExpensesAmt
Net Investment Income	$34,590	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,226	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,579	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,579	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$464,589	CorporateStockBOYAmt
Corporate Stock EOY	$471,297	CorporateStockEOYAmt
Corporate Stock EOYFMV	$531,308	CorporateStockEOYFMVAmt
Total Assets BOY	$465,815	TotalAssetsBOYAmt
Total Assets EOY	$472,876	TotalAssetsEOYAmt
Total Assets EOYFMV	$532,887	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$465,815	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$472,876	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$465,815	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$472,876	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$465,815	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$472,876	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$465,815	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$8,914	ExcessRevenueOverExpensesAmt
Subtotal	$474,729	SubtotalAmt
Other Decreases	$1,853	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$472,876	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NATIONAL FINANCIAL SERVICES ST	P	2024-12-31	$7,428	$7,429	-$1	-$1
NATIONAL FINANCIAL SERVICES LT	P	2024-12-31	$76,062	$67,986	$8,076	$8,076
NATIONAL FINANCIAL SERVICES LT	P	2024-12-31	$65,158	$61,435	$3,723	$3,723

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,748	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$481	InvestmentIncomeExciseTaxAmt
Subtotal	$481	SubtotalAmt
Tax Based On Investment Income	$481	TaxBasedOnInvestmentIncomeAmt
Tax Due	$481	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	PAUL MATTHEW VANCE	IndividualWithBooksNm
Phone	2102254461	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	430 S SANTA ROSA	AddressLine1Txt
City	SAN ANTONIO	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78207	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL MATTHEW VANCE
430 S SANTA ROSA	SAN ANTONIO	TX	78207	PRESIDENT/DI	000.00	$0	$0	$0
JEFFREY MARK VANCE
430 S SANTA ROSA	SAN ANTONIO	TX	78207	TREASURER/DI	000.00	$0	$0	$0
VANESSA ELIZABETH VANCE
430 S SANTA ROSA	SAN ANTONIO	TX	78207	SECRETARY/DI	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$490,919	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,536	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$495,455	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$495,455	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,432	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$488,023	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$24,401	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$24,401	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$481	TaxBasedOnInvestmentIncomeAmt
Total Tax	$481	TotalTaxAmt
Distributable Before Adj	$23,920	DistributableBeforeAdjAmt
Distributable Before Ded	$23,920	DistributableBeforeDedAmt
Distributable As Adjusted	$23,920	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$26,159	ExpensesAndContributionsAmt
Qualifying Distributions	$26,159	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$23,920	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$1,372	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$8,322	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,141	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$11,835	TotalExcessDistributionCyovAmt
Qualifying Distributions	$26,159	QualifyingDistributionsAmt
Applied To Current Year	$23,920	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,239	RemainingDistriFromCorpusAmt
Total Corpus	$14,074	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$14,074	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,372	ExcessFromYear4Amt
Excess From Year2	$8,322	ExcessFromYear2Amt
Excess From Year1	$2,141	ExcessFromYear1Amt
Excess From Current Year	$2,239	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
THRIVEWELL CANCER FOUNDATION
4383 MEDICAL DR	SAN ANTONIO	TX	78229	NONE	UNRESTRICTED	$16,159
HOPE HITS HARDER
1613 MIKULA PL	NEW BRAUNFELS	TX	78130	NONE	UNRESTRICTED	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$26,159	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$15,048	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$24,748	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$39,796	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$39,796	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$950	Amt
Net Investment Income	$950	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	KESTRA INVESTMENTS	StockNm
EOY Book Value	$471,297	EOYBookValueAmt
EOYFMV	$531,308	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
PRIOR YEAR TAX PAYMENT	$112
BASIS ADJ	$1,741

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES	$3,567	$3,567

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$206	Amt
Net Investment Income	$206	NetInvestmentIncomeAmt

LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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