BETA

LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201511359349102811
Schema version
2014v5.0
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)
Return2015-05-15T14:24:43-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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)
PersonJEFFREY M VANCEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2102254461PhoneNum
Signature2015-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S BULLINGTONPreparerPersonNm
PTINP00497695PTIN
Phone2107349500PhoneNum
Preparation2015-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$535,058FMVAssetsEOYAmt
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$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,915DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,915DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,944NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$185,177GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,944CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,865TotalRevAndExpnssAmt
Total Net Invst Incm$37,865TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$7,142OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,142OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,343ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,343ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,403TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,343TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,462ExcessRevenueOverExpensesAmt
Net Investment Income$29,805NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$140SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,849SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,849SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$517,652CorporateStockBOYAmt
Corporate Stock EOY$492,954CorporateStockEOYAmt
Corporate Stock EOYFMV$508,209CorporateStockEOYFMVAmt
Total Assets BOY$517,792TotalAssetsBOYAmt
Total Assets EOY$519,803TotalAssetsEOYAmt
Total Assets EOYFMV$535,058TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$517,792UnrestrictedBOYAmt
Unrestricted EOY$519,803UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$517,792TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$519,803TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$517,792TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$519,803TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$517,792TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,462ExcessRevenueOverExpensesAmt
Subtotal$520,254SubtotalAmt
Other Decreases$451OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$519,803TotNetAstOrFundBalancesEOYAmt

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$23,605$24,180-$575-$575
PUBLICLY TRADED SECURITIESP$155,220$135,053$20,167$20,167
FieldValueIRS element (for citing)
Capital Gain Net Income$25,944CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,455AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$531,100NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049812DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,803AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$505,680NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049049DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,348AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$495,658NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051140DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,190AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$102,608NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050581DistributionYr4Rt
Total Distribution0.200582TotalDistributionRt
Average Distribution0.050146AverageDistributionRt
Net Vl Noncharitable Assets$522,466NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,200AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$298NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,498AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,343QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$298InvestmentIncomeExciseTaxAmt
Subtotal$298SubtotalAmt
Tax Based On Investment Income$298TaxBasedOnInvestmentIncomeAmt
Tax Due$298TaxDueAmt

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$507,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$530,422TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$530,422AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,956CashDeemedCharitableAmt
Net Vl Noncharitable Assets$522,466NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,123MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,123MinimumInvestmentReturnAmt
Tax Based On Investment Income$298TaxBasedOnInvestmentIncomeAmt
Total Tax$298TotalTaxAmt
Distributable Before Adj$25,825DistributableBeforeAdjAmt
Distributable Before Ded$25,825DistributableBeforeDedAmt
Distributable As Adjusted$25,825DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,343ExpensesAndContributionsAmt
Qualifying Distributions$27,343QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$298PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,045AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,825DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$11ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$917ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$351ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,279TotalExcessDistributionCyovAmt
Qualifying Distributions$27,343QualifyingDistributionsAmt
Applied To Current Year$25,825AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,518RemainingDistriFromCorpusAmt
Total Corpus$2,797TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,797ExcessDistriCyovToNextYrAmt
Excess From Year4$11ExcessFromYear4Amt
Excess From Year3$917ExcessFromYear3Amt
Excess From Year1$351ExcessFromYear1Amt
Excess From Current Year$1,518ExcessFromCurrentYearAmt

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 Line1THE TOBIT MINISTRYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line136 ENCINOSOAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78261ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeBURIAL FOR THE HOMELESSGrantOrContributionPurposeTxt
Amt$27,343Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,343TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,915ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,944ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,865ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,865TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
How AcquiredPURCHASEHowAcquiredTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$492,954EOYBookValueAmt
EOYFMV$508,209EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR TAX PAYMENTDesc
Amt$451Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MANAGEMENT FEES$6,880$6,880
INVESTMENT EXPENSES$262$262

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$68Amt
Net Investment Income$68NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.