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LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-10
IRS object ID
201701309349102310
Schema version
2016v3.0
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)
Return2017-05-10T14:48:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2017-05-10PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id014F2F9EEEBFBCEA5094CBE62733DB9D1BF9FC2AAtSubmissionCreationDeviceId
At Submission Filing Device Id014F2F9EEEBFBCEA5094CBE62733DB9D1BF9FC2AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$490,044FMVAssetsEOYAmt
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$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,411DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,985NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$330,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,985CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,409TotalRevAndExpnssAmt
Total Net Invst Incm$15,409TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Taxes Net Invst Incm$65TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,027OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,027OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,942TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,942TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,658ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,658ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,942TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,658TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,191ExcessRevenueOverExpensesAmt
Net Investment Income$9,467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,387SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,387SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$456,302CorporateStockBOYAmt
Corporate Stock EOY$489,666CorporateStockEOYAmt
Corporate Stock EOYFMV$487,657CorporateStockEOYFMVAmt
Total Assets BOY$507,389TotalAssetsBOYAmt
Total Assets EOY$492,053TotalAssetsEOYAmt
Total Assets EOYFMV$490,044TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$507,389UnrestrictedBOYAmt
Unrestricted EOY$492,053UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$507,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$492,053TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$507,389TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$492,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$507,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,191ExcessRevenueOverExpensesAmt
Subtotal$492,198SubtotalAmt
Other Decreases$145OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$492,053TotNetAstOrFundBalancesEOYAmt

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$125,534$124,889$645$645
PUBLICLY TRADED SECURITIESP$199,211$202,690-$3,479-$3,479
FieldValueIRS element (for citing)
Capital Gain Net Income$2,985CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$645NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,511AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$506,952NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052295DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,045AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$522,466NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051764DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,455AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$531,100NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049812DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,803AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$505,680NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049049DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,348AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$495,658NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051140DistributionYr5Rt
Total Distribution0.254060TotalDistributionRt
Average Distribution0.050812AverageDistributionRt
Net Vl Noncharitable Assets$493,141NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,057AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$95NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,152AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,658QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$189InvestmentIncomeExciseTaxAmt
Subtotal$189SubtotalAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Tax Due$189TaxDueAmt

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$480,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$500,651TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$500,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$493,141NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,657MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,657MinimumInvestmentReturnAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Total Tax$189TotalTaxAmt
Distributable Before Adj$24,468DistributableBeforeAdjAmt
Distributable Before Ded$24,468DistributableBeforeDedAmt
Distributable As Adjusted$24,468DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,658ExpensesAndContributionsAmt
Qualifying Distributions$24,658QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,658AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,468DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$917ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$351ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,518ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,453ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,239TotalExcessDistributionCyovAmt
Qualifying Distributions$24,658QualifyingDistributionsAmt
Applied To Current Year$24,468AppliedToCurrentYearAmt
Remaining Distri From Corpus$190RemainingDistriFromCorpusAmt
Total Corpus$4,429TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$917ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,512ExcessDistriCyovToNextYrAmt
Excess From Year3$351ExcessFromYear3Amt
Excess From Year2$1,518ExcessFromYear2Amt
Excess From Year1$1,453ExcessFromYear1Amt
Excess From Current Year$190ExcessFromCurrentYearAmt

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
CHILDRENS ASN FOR MAXIMUM POTENTIAL
P O BOX 27086SAN ANTONIOTX78227NONE501(C)(3)UNRESTRICTED$8,219
MISSION POSSIBLE 360 INC
P O BOX 700615SAN ANTONIOTX78270NONE501(C)(3)UNRESTRICTED$16,439
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,658TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,411ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,985ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,409ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,409TotalIncomeProducingActyAmt

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$489,666EOYBookValueAmt
EOYFMV$487,657EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$145Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$5,027$5,027

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$65Amt
Net Investment Income$65NetInvestmentIncomeAmt

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