BETA

LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349102089
Schema version
2017v2.3
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)
Return2018-05-14T11:00:34-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 950AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP782012091ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2018-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$533,930FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,488DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,488DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,392NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$178,754GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,392CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,882TotalRevAndExpnssAmt
Total Net Invst Incm$23,882TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$19InterestRevAndExpnssAmt
Interest Net Invst Incm$19InterestNetInvstIncmAmt
Taxes Rev And Expnss$79TaxesRevAndExpnssAmt
Taxes Net Invst Incm$79TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,134OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,134OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,082TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,082TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,082TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,200ExcessRevenueOverExpensesAmt
Net Investment Income$17,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,387SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$730SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$730SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$489,666CorporateStockBOYAmt
Corporate Stock EOY$483,934CorporateStockEOYAmt
Corporate Stock EOYFMV$533,200CorporateStockEOYFMVAmt
Total Assets BOY$492,053TotalAssetsBOYAmt
Total Assets EOY$484,664TotalAssetsEOYAmt
Total Assets EOYFMV$533,930TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$492,053UnrestrictedBOYAmt
Unrestricted EOY$484,664UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$492,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$484,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$492,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$484,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$492,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,200ExcessRevenueOverExpensesAmt
Subtotal$484,853SubtotalAmt
Other Decreases$189OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$484,664TotNetAstOrFundBalancesEOYAmt

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$47,086$46,047$1,039$1,039
PUBLICLY TRADED SECURITIESP$120,680$122,315-$1,635-$1,635
FieldValueIRS element (for citing)
Capital Gain Net Income$10,392CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,039NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,658AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$493,141NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050002DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,511AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$506,952NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052295DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,045AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$522,466NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051764DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,455AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$531,100NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049812DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,803AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$505,680NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049049DistributionYr5Rt
Total Distribution0.252922TotalDistributionRt
Average Distribution0.050584AverageDistributionRt
Net Vl Noncharitable Assets$509,361NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,766AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$178NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,944AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Subtotal$356SubtotalAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Tax Due$356TaxDueAmt

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

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$514,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$517,118TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$517,118AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,757CashDeemedCharitableAmt
Net Vl Noncharitable Assets$509,361NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,468MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,468MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$25,112DistributableBeforeAdjAmt
Distributable Before Ded$25,112DistributableBeforeDedAmt
Distributable As Adjusted$25,112DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,112DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$351ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,518ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,453ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$190ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,512TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Current Year$25,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$112ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$112ExcessDistributionCyovAppCYAmt
Total Corpus$3,400TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,400ExcessDistriCyovToNextYrAmt
Excess From Year4$239ExcessFromYear4Amt
Excess From Year3$1,518ExcessFromYear3Amt
Excess From Year2$1,453ExcessFromYear2Amt
Excess From Year1$190ExcessFromYear1Amt

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 Line1ST MARYS HALLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19401 STARCRESTAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78217ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,488ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,392ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,882ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,882TotalIncomeProducingActyAmt

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$850Amt
Net Investment Income$850NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$483,934EOYBookValueAmt
EOYFMV$533,200EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$189Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$5,134$5,134

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$79Amt
Net Investment Income$79NetInvestmentIncomeAmt

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