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LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-15
IRS object ID
202241359349101004
Schema version
2021v4.0
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)
Return2022-05-15T13:27:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742517804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUNDIFF ROGERS & SOLT PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16243 W IH 10 STE 603AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-09SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2022-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$631,802FMVAssetsEOYAmt
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$21,385DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,046DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,577NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$140,887GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,577CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$72,962TotalRevAndExpnssAmt
Total Net Invst Incm$72,623TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$950AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$106TaxesRevAndExpnssAmt
Taxes Net Invst Incm$106TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,751OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,751OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,807TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,807TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,432ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,432ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,807TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,432TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,723ExcessRevenueOverExpensesAmt
Net Investment Income$66,816NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,900SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,198SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,198SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$497,942CorporateStockBOYAmt
Corporate Stock EOY$536,044CorporateStockEOYAmt
Corporate Stock EOYFMV$629,604CorporateStockEOYFMVAmt
Total Assets BOY$501,842TotalAssetsBOYAmt
Total Assets EOY$538,242TotalAssetsEOYAmt
Total Assets EOYFMV$631,802TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$501,842NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$538,242NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$501,842TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$538,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$501,842TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$538,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$501,842TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,723ExcessRevenueOverExpensesAmt
Other Increases$164OtherIncreasesAmt
Subtotal$538,729SubtotalAmt
Other Decreases$487OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$538,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$13,397$13,315$82$82
PUBLICLY TRADED SECURITIESP$8,381$8,397-$16-$16
PUBLICLY TRADED SECURITIESP$86,973$67,598$19,375$19,375
FieldValueIRS element (for citing)
Capital Gain Net Income$51,577CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$66NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$929InvestmentIncomeExciseTaxAmt
Subtotal$929SubtotalAmt
Tax Based On Investment Income$929TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$942TaxDueAmt

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/DI1.00$0$0$0
JEFFREY MARK VANCE
430 S SANTA ROSASAN ANTONIOTX78207TREASURER/DI1.00$0$0$0
VANESSA ELIZABETH VANCE
430 S SANTA ROSASAN ANTONIOTX78207SECRETARY/DI0.50$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$635,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,798AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$643,345TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$643,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,650CashDeemedCharitableAmt
Net Vl Noncharitable Assets$633,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,685MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,685MinimumInvestmentReturnAmt
Tax Based On Investment Income$929TaxBasedOnInvestmentIncomeAmt
Total Tax$929TotalTaxAmt
Distributable Before Adj$30,756DistributableBeforeAdjAmt
Distributable Before Ded$30,756DistributableBeforeDedAmt
Distributable As Adjusted$30,756DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,432ExpensesAndContributionsAmt
Qualifying Distributions$30,432QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,756DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$190ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,346ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,372ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,908TotalExcessDistributionCyovAmt
Qualifying Distributions$30,432QualifyingDistributionsAmt
Applied To Current Year$30,432AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$324ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$324ExcessDistributionCyovAppCYAmt
Total Corpus$2,584TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,584ExcessDistriCyovToNextYrAmt
Excess From Year3$1,212ExcessFromYear3Amt
Excess From Year1$1,372ExcessFromYear1Amt

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 Line1THRIVEWELL CANCER FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14383 MEDICAL DR STE 4078AddressLine1Txt
Address Line2PO BOX 29331AddressLine2Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78229ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$30,432Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,432TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,385ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,577ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$72,962ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,962TotalIncomeProducingActyAmt

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$536,044EOYBookValueAmt
EOYFMV$629,604EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$487Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$4,751$4,751

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJDesc
Amt$164Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$106Amt
Net Investment Income$106NetInvestmentIncomeAmt

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