LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349101170
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T13:18:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNDIFF ROGERS & SOLT PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 W IH 10 STE 950 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012091 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271037535 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUIS AND VIVIAN VANCE FAMILY | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2102254461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 S SANTA ROSA | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL M VANCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2102254461 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S BULLINGTON | PreparerPersonNm |
| PTIN | P00497695 | PTIN |
| Phone | 2107349500 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $548,028 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,841 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $51 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,371 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,371 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,886 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $520,199 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $517,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $548,028 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $520,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $517,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $548,028 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $520,199 | UnrestrictedBOYAmt |
| Unrestricted EOY | $517,792 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $520,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $517,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $520,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $517,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $520,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,886 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,676 | OtherIncreasesAmt |
| Subtotal | $517,989 | SubtotalAmt |
| Other Decreases | $197 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $517,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1.017 INVESCO AMERICAN VALUE FUND | P | 2012-12-31 | 2013-02-01 | $35 | $31 | $4 | $4 |
| 82.810 YACKTMAN FUND SERVICE CLASS | P | 2011-12-31 | 2013-10-29 | $1,985 | $1,482 | $503 | $503 |
| 66.316 INVESCO AMERICAN VALUE FUND | P | 2012-02-06 | 2013-02-01 | $2,273 | $2,000 | $273 | $273 |
| 148.334 YACKTMAN FUND SERVICE CLASS | P | 2011-11-03 | 2013-10-29 | $3,556 | $2,565 | $991 | $991 |
| 12.668 FIRST EAGLE OVERSEAS FUND | P | 2012-12-31 | 2013-10-29 | $309 | $274 | $35 | $35 |
| 32.329 NEUBERGER BERMAN REAL ESTATE | P | 2011-12-31 | 2013-10-29 | $453 | $390 | $63 | $63 |
| 5.214 YACKTMAN FUND SERVICE CLASS | P | 2012-12-31 | 2013-10-29 | $125 | $99 | $26 | $26 |
| 194.625 NEUBERGER BERMAN REAL ESTATE | P | 2010-09-22 | 2013-10-29 | $2,727 | $2,100 | $627 | $627 |
| 35.441 NEUBERGER BERMAN REAL ESTATE | P | 2012-12-31 | 2013-10-29 | $496 | $471 | $25 | $25 |
| 683.761 NEUBERGER BERMAN REAL ESTATE | P | 2011-01-31 | 2013-10-29 | $9,579 | $8,000 | $1,579 | $1,579 |
| 8.875 VIRTUS FOREIGN OPPORTUNITIES F | P | 2012-08-21 | 2013-05-02 | $250 | $220 | $30 | $30 |
| 118.906 OPPENHEIMER SENIOR FLOATING | P | 2011-03-10 | 2013-05-02 | $1,000 | $996 | $4 | $4 |
| 108.344 DELAWARE SMID CAP GROWTH FD | P | 2012-02-06 | 2013-07-26 | $3,441 | $3,054 | $387 | $387 |
| 48.268 T. ROWE PRICE NEW HORIZONS FD | P | 2011-01-31 | 2013-05-02 | $1,825 | $1,631 | $194 | $194 |
| 1,625.691 AMERICAN INDEPENDENCE U.S. | P | 2011-04-25 | 2013-01-09 | $18,224 | $17,834 | $390 | $390 |
| 92.104 T. ROWE PRICE NEW HORIZONS FD | P | 2011-01-31 | 2013-07-26 | $3,931 | $3,113 | $818 | $818 |
| 95.795 FIDELITY NEW MARKETS INCOME F | P | 2011-03-10 | 2013-05-02 | $1,686 | $1,488 | $198 | $198 |
| 384.615 TCW TOTAL RETURN BOND FD | P | 2011-04-27 | 2013-05-02 | $4,000 | $3,839 | $161 | $161 |
| 497.778 FIDELITY CAPITAL & INCOME FD | P | 2011-06-17 | 2013-05-02 | $4,745 | $4,548 | $197 | $197 |
| 51.170 TEMPLETON GLOBAL BOND FD | P | 2011-03-10 | 2013-05-02 | $700 | $695 | $5 | $5 |
| 11.532 FIRST EAGLE OVERSEAS FUND | P | 2011-04-25 | 2013-05-02 | $268 | $271 | -$3 | -$3 |
| 23.523 TWEEDY BROWNE GLOBAL VALUE FD | P | 2010-09-22 | 2013-05-02 | $601 | $529 | $72 | $72 |
| 10.769 FIRST EAGLE OVERSEAS FUND | P | 2011-12-31 | 2013-10-29 | $263 | $218 | $45 | $45 |
| 121.409 WELLS FARGO ADVANTAGE GROWTH | P | 2011-11-03 | 2013-05-02 | $5,410 | $4,615 | $795 | $795 |
| 187.960 FIRST EAGLE OVERSEAS FUND | P | 2011-04-25 | 2013-10-29 | $4,586 | $4,417 | $169 | $169 |
| 16.055 WESTCORE INTERNATIONAL SMALL- | P | 2011-04-27 | 2013-05-02 | $302 | $282 | $20 | $20 |
| 24.851 FIRST EAGLE OVERSEAS FUND | P | 2011-12-20 | 2013-10-29 | $606 | $500 | $106 | $106 |
| 421.246 YACKTMAN FUND SERVICE CLASS | P | 2011-11-03 | 2013-07-26 | $9,735 | $7,283 | $2,452 | $2,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,814 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $393 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $505,680 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049049 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $495,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051140 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,190 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $102,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050581 | DistributionYr3Rt |
| Total Distribution | 0.150770 | TotalDistributionRt |
| Average Distribution | 0.050257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $531,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $226 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,917 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,455 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $451 | SubtotalAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $451 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL M VANCE | IndividualWithBooksNm |
| Phone | 2102254461 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 S SANTA ROSA | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL MATTHEW VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | PRESIDENT/DI | 1.00 | $0 | $0 | $0 |
| JEFFREY MARK VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | TREASURER/DI | 1.00 | $0 | $0 | $0 |
| VANESSA ELIZABETH VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | SECRETARY/DI | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $539,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $539,188 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $539,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $531,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $451 | TotalTaxAmt |
| Distributable Before Adj | $26,104 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,104 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,455 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,455 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,104 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $11 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $917 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,455 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $351 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,279 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,279 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11 | ExcessFromYear3Amt |
| Excess From Year2 | $917 | ExcessFromYear2Amt |
| Excess From Current Year | $351 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THRIVE WELL CANCER FOUNDATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29331 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 78229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | DONATION | GrantOrContributionPurposeTxt |
| Amt | $26,455 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,455 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,841 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| PAUL MATTHEW VANCE |
| JEFFREY MARK VANCE |
| VANESSA ELIZABETH VANCE |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR TAX PAYMENT | Description |
| Amount | $197 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT MANAGEMENT FEES | $5,150 | $5,150 |
| INVESTMENT EXPENSES | $221 | $221 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDIVIDEND DISTIBUTIONS | Description |
| Amount | $1,676 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $51 | Amt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
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