LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202311359349102936
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)
Return2023-05-15T12:33:39-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463328001PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURKHART PETERSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117422 OCONNOR RD SUITE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782475680ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271037535EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LOUIS AND VIVIAN VANCE FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOUIBusinessNameControlTxt
Phone2102254461PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 S SANTA ROSAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL MATTHEW VANCEPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastVANCEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2103773311PhoneNum
Preparation2023-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$456,555FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,228DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$30,035NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$272,598GrossSalesPriceAmt
Total Rev And Expnss-$15,441TotalRevAndExpnssAmt
Total Net Invst Incm$14,228TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$141TaxesRevAndExpnssAmt
Taxes Net Invst Incm$141TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,563OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,563OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,654TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,654TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,551ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,551ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,654TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,551TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,646ExcessRevenueOverExpensesAmt
Net Investment Income$9,574NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,198SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,559SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,559SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$536,044CorporateStockBOYAmt
Corporate Stock EOY$479,378CorporateStockEOYAmt
Corporate Stock EOYFMV$450,996CorporateStockEOYFMVAmt
Total Assets BOY$538,242TotalAssetsBOYAmt
Total Assets EOY$484,937TotalAssetsEOYAmt
Total Assets EOYFMV$456,555TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$538,242NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$484,937NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$538,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$484,937TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$538,242TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$484,937TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$538,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,646ExcessRevenueOverExpensesAmt
Subtotal$486,596SubtotalAmt
Other Decreases$1,659OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$484,937TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
NATIONAL FINANCIAL SERVICES STP2022-12-31$31,759$46,020-$14,261-$14,261
NATIONAL FINANCIAL SERVICES LTP2022-12-31$32,494$42,999-$10,505-$10,5052020-12-11
NATIONAL FINANCIAL SERVICES LTP2022-12-31$199,508$213,614-$14,106-$14,1062016-04-19
FieldValueIRS element (for citing)
Capital Gain Net Income-$30,035CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$133InvestmentIncomeExciseTaxAmt
Subtotal$133SubtotalAmt
Tax Based On Investment Income$133TaxBasedOnInvestmentIncomeAmt
Tax Due$133TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 BooksPAUL MATTHEW VANCEIndividualWithBooksNm
Phone2102254461PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1430 S SANTA ROSAAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78207ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL MATTHEW VANCE
430 S SANTA ROSASAN ANTONIOTX78207PRESIDENT/DI000.00$0$0$0
JEFFREY MARK VANCE
430 S SANTA ROSASAN ANTONIOTX78207TREASURER/DI000.00$0$0$0
VANESSA ELIZABETH VANCE
430 S SANTA ROSASAN ANTONIOTX78207SECRETARY/DI000.00$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$13,898AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$460,456AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$474,354TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$474,354AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$467,239NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$133TaxBasedOnInvestmentIncomeAmt
Total Tax$133TotalTaxAmt
Distributable Before Adj$23,229DistributableBeforeAdjAmt
Distributable Before Ded$23,229DistributableBeforeDedAmt
Distributable As Adjusted$23,229DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,551ExpensesAndContributionsAmt
Qualifying Distributions$31,551QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,229DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,212ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,372ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,584TotalExcessDistributionCyovAmt
Qualifying Distributions$31,551QualifyingDistributionsAmt
Applied To Current Year$23,229AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,322RemainingDistriFromCorpusAmt
Total Corpus$10,906TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,906ExcessDistriCyovToNextYrAmt
Excess From Year4$1,212ExcessFromYear4Amt
Excess From Year2$1,372ExcessFromYear2Amt
Excess From Current Year$8,322ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSING FIRST COMMUNITY COALITIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 831728AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78283ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)3RecipientFoundationStatusTxt
Grant Or Contribution PurposePROMOTE THE ORGANIZATION MISSIONGrantOrContributionPurposeTxt
Amt$31,551Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,551TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$30,035ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$15,441ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$15,441TotalIncomeProducingActyAmt

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$950Amt
Net Investment Income$950NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKESTRA INVESTMENTSStockNm
EOY Book Value$479,378EOYBookValueAmt
EOYFMV$450,996EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PRIOR YEAR TAX PAYMENT$942
BASIS ADJ$717

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$3,563$3,563

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$141Amt
Net Investment Income$141NetInvestmentIncomeAmt

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