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LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201621339349101407
Schema version
2015v2.1
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)
Return2016-05-12T09:55:52-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2016-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$494,566FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,916DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,916DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,623NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$184,656GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,623CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$20,544TotalRevAndExpnssAmt
Total Net Invst Incm$20,544TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,091OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,091OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,004TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,004TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,656ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,656ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,004TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,656TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,116ExcessRevenueOverExpensesAmt
Net Investment Income$14,540NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,849SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$51,087SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$51,087SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$492,954CorporateStockBOYAmt
Corporate Stock EOY$456,302CorporateStockEOYAmt
Corporate Stock EOYFMV$443,479CorporateStockEOYFMVAmt
Total Assets BOY$519,803TotalAssetsBOYAmt
Total Assets EOY$507,389TotalAssetsEOYAmt
Total Assets EOYFMV$494,566TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$519,803UnrestrictedBOYAmt
Unrestricted EOY$507,389UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$519,803TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$507,389TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$519,803TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$507,389TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$519,803TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,116ExcessRevenueOverExpensesAmt
Subtotal$507,687SubtotalAmt
Other Decreases$298OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$507,389TotNetAstOrFundBalancesEOYAmt

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$9,868$10,145-$277-$277
PUBLICLY TRADED SECURITIESP$165,516$164,888$628$628
FieldValueIRS element (for citing)
Capital Gain Net Income$9,623CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$522,466NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051764DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,455AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$531,100NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049812DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,803AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$505,680NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049049DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,348AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$495,658NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051140DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,190AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$102,608NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050581DistributionYr5Rt
Total Distribution0.252346TotalDistributionRt
Average Distribution0.050469AverageDistributionRt
Net Vl Noncharitable Assets$506,952NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,585AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$145NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,730AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,656QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$145InvestmentIncomeExciseTaxAmt
Subtotal$145SubtotalAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Tax Due$145TaxDueAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$491,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,187AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$514,672TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$514,672AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,720CashDeemedCharitableAmt
Net Vl Noncharitable Assets$506,952NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,348MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,348MinimumInvestmentReturnAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Total Tax$145TotalTaxAmt
Distributable Before Adj$25,203DistributableBeforeAdjAmt
Distributable Before Ded$25,203DistributableBeforeDedAmt
Distributable As Adjusted$25,203DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,656ExpensesAndContributionsAmt
Qualifying Distributions$26,656QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$145PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,511AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,203DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$917ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$351ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,518ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,797TotalExcessDistributionCyovAmt
Qualifying Distributions$26,656QualifyingDistributionsAmt
Applied To Current Year$25,203AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,453RemainingDistriFromCorpusAmt
Total Corpus$4,250TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,239ExcessDistriCyovToNextYrAmt
Excess From Year4$917ExcessFromYear4Amt
Excess From Year2$351ExcessFromYear2Amt
Excess From Year1$1,518ExcessFromYear1Amt
Excess From Current Year$1,453ExcessFromCurrentYearAmt

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 MARY'S 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 PurposeEDUCATIONAL SCHOLARSHIPSGrantOrContributionPurposeTxt
Amt$26,656Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,656TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,916ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,623ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,544ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,544TotalIncomeProducingActyAmt

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$456,302EOYBookValueAmt
EOYFMV$443,479EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$298Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$5,091$5,091

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$63Amt
Net Investment Income$63NetInvestmentIncomeAmt

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