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LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349102797
Schema version
2018v3.1
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)
Return2019-05-13T15:26:10-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2019-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.196.192.146IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm15:26:10IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB0E27EEB49FF7DC94F3948E1DD540D01852B2B91AtSubmissionCreationDeviceId
At Submission Filing Device Id014F2F9EEEBFBCEA5094CBE62733DB9D1BF9FC2AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$465,587FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$44InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,887DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,887DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,729NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$207,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,729CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$46,660TotalRevAndExpnssAmt
Total Net Invst Incm$46,660TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$121TaxesRevAndExpnssAmt
Taxes Net Invst Incm$121TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,348OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,348OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,369TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,369TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,369TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,591ExcessRevenueOverExpensesAmt
Net Investment Income$40,291NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$730SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$935SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$935SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$483,934CorporateStockBOYAmt
Corporate Stock EOY$496,964CorporateStockEOYAmt
Corporate Stock EOYFMV$464,652CorporateStockEOYFMVAmt
Total Assets BOY$484,664TotalAssetsBOYAmt
Total Assets EOY$497,899TotalAssetsEOYAmt
Total Assets EOYFMV$465,587TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$484,664UnrestrictedBOYAmt
Unrestricted EOY$497,899UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$484,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$497,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$484,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$497,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$484,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,591ExcessRevenueOverExpensesAmt
Subtotal$498,255SubtotalAmt
Other Decreases$356OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$497,899TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$34,516$35,334-$818-$818
PUBLICLY TRADED SECURITIESP$158,412$139,206$19,206$19,206
FieldValueIRS element (for citing)
Capital Gain Net Income$32,729CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$509,361NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049081DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,658AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$493,141NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050002DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,511AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$506,952NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052295DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,045AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$522,466NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051764DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,455AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$531,100NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049812DistributionYr5Rt
Total Distribution0.252954TotalDistributionRt
Average Distribution0.050591AverageDistributionRt
Net Vl Noncharitable Assets$515,138NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,061AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$403NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,464AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$403InvestmentIncomeExciseTaxAmt
Subtotal$403SubtotalAmt
Tax Based On Investment Income$403TaxBasedOnInvestmentIncomeAmt
Tax Due$403TaxDueAmt

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 M 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/DI1.00$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$519,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$522,983TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$522,983AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$515,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,757MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,757MinimumInvestmentReturnAmt
Tax Based On Investment Income$403TaxBasedOnInvestmentIncomeAmt
Total Tax$403TotalTaxAmt
Distributable Before Adj$25,354DistributableBeforeAdjAmt
Distributable Before Ded$25,354DistributableBeforeDedAmt
Distributable As Adjusted$25,354DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,700ExpensesAndContributionsAmt
Qualifying Distributions$26,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$403PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,297AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,354DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$239ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,518ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,453ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$190ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,400TotalExcessDistributionCyovAmt
Qualifying Distributions$26,700QualifyingDistributionsAmt
Applied To Current Year$25,354AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,346RemainingDistriFromCorpusAmt
Total Corpus$4,746TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$239ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,507ExcessDistriCyovToNextYrAmt
Excess From Year4$1,518ExcessFromYear4Amt
Excess From Year3$1,453ExcessFromYear3Amt
Excess From Year2$190ExcessFromYear2Amt
Excess From Current Year$1,346ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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 PurposeGrantOrContributionPurposeTxtAmtAmt
SAN ANTONIO LIFETIME RECOVERY
96 CROSSROADS BLVDSAN ANTONIOTX78201NONE501(C)(3)UNRESTRICTED$5,000
PILGRIM CENTER FOR HOPE
7680 JOE NEWTONSAN ANTONIOTX78251NONE501(C)(3)UNRESTRICTED$21,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,887ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,729ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$46,660ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,660TotalIncomeProducingActyAmt

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$900Amt
Net Investment Income$900NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$496,964EOYBookValueAmt
EOYFMV$464,652EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$356Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$5,319$5,319
PREPAYMENT FEES$29$29

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$121Amt
Net Investment Income$121NetInvestmentIncomeAmt

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