LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS AND VIVIAN VANCE FAMILY CHARITABLE FOUNDATION (EIN 27-1037535)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349100346
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:32:10-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742517804 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUNDIFF ROGERS & SOLT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 I H 10 WEST SUITE 950 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782012022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271037535 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | LOUI | NameControl |
| Phone | 2102254461 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL M VANCE | Name |
| Title | VICE PRESIDENT/DIRECTOR | Title |
| Phone | 2102254461 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY S BULLINGTON | Name |
| PTIN | P00497695 | PTIN |
| Phone | 2107349500 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 504923 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30504 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 94 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 94 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19580 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19580 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3858 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 380136 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3858 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 54036 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23532 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 102 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 102 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 18 | InterestRevAndExpnss |
| Interest Net Invst Incm | 18 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 80 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4975 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4975 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5975 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5975 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25524 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25524 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31499 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5975 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25524 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 22537 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17557 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 503206 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 525722 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 504923 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 503206 | TotalAssetsBOY |
| Total Assets EOY | 525722 | TotalAssetsEOY |
| Total Assets EOYFMV | 504923 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 503206 | UnrestrictedBOY |
| Unrestricted EOY | 525722 | UnrestrictedEOY |
| Total Net Assets BOY | 503206 | TotalNetAssetsBOY |
| Total Net Assets EOY | 525722 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 503206 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 525722 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 503206 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 22537 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 525743 | Subtotal |
| Other Decreases | 21 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 525722 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5035.461 AMERICAN INDEPENDENCE STOCK | P | 2011-01-31 | 2011-11-01 | 66871 | 71000 | -4129 | -4129 |
| 312.185 CALAMOS GLOBAL GROWTH & INCOME | P | 2010-09-22 | 2011-04-25 | 3571 | 3100 | 471 | 471 |
| 1159.679 AMERICAN INDEPENDENCE U S INF | P | 2011-04-25 | 2011-12-20 | 13000 | 12722 | 278 | 278 |
| 52.782 FIDELITY NEW MARKETS INCOME | P | 2011-03-10 | 2011-12-20 | 833 | 820 | 13 | 13 |
| 290.342 JANUS OVERSEAS FUND | P | 2011-01-13 | 2011-04-25 | 14700 | 14871 | -171 | -171 |
| 2626.259 NUVEEN CORE BOND FUND A | P | 2011-04-25 | 2011-06-17 | 30228 | 30098 | 130 | 130 |
| 340.065 OPPENHEIMER SENIOR FLOATING RATE | P | 2011-03-10 | 2011-12-20 | 2724 | 2849 | -125 | -125 |
| 182.523 OPPENHEIMER GOLD & SPECIAL | P | 2011-01-31 | 2011-11-01 | 7880 | 8000 | -120 | -120 |
| 7487.290 PIMCO TOTAL RETURN FUND | P | 2010-09-22 | 2011-04-25 | 82285 | 82610 | -325 | -325 |
| 5977.477 PIMCO REAL RETURN FUND A | P | 2010-09-22 | 2011-04-25 | 69638 | 69026 | 612 | 612 |
| 4793.282 PRINCIPAL HIGH YIELD FUND | P | 2010-09-22 | 2011-04-25 | 39161 | 38860 | 301 | 301 |
| 70.652 ROYCE PREMIER FUND INVESTMENT | P | 2011-01-31 | 2011-12-20 | 1300 | 1448 | -148 | -148 |
| 563.154 TEMPLETON GLOBAL BOND FUND | P | 2011-03-10 | 2011-12-20 | 7000 | 7653 | -653 | -653 |
| 2.070 WELLS FARGO ADVANTAGE COMMON | P | 2011-03-10 | 2011-11-01 | 40 | 42 | -2 | -2 |
| 882.80 INVESCO VAN KAMPEN AMERICAN | P | 2010-09-22 | 2011-11-01 | 10117 | 9300 | 817 | 817 |
| 517.560 FIDELITY NEW MARKETS INCOME | P | 2010-09-22 | 2011-12-20 | 8167 | 8323 | -156 | -156 |
| 1033.218 OPPENHEIMER SENIOR FLOATING RATE | P | 2010-09-22 | 2011-12-20 | 8276 | 8340 | -64 | -64 |
| 171.271 WELLS FARGO ADVANTAGE COMMON | P | 2010-09-22 | 2011-11-01 | 3304 | 3100 | 204 | 204 |
| 257.584 THE YACKTMAN FUND | P | 2010-09-22 | 2011-12-20 | 4500 | 4116 | 384 | 384 |
| CAPITAL GAINS DIVIDENDS | P | 6541 | 6541 | 6541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3858 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 102608 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050581 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.050581 | TotalDistributionRatio |
| Average Distribution Ratio | 0.025291 | AverageDistributionRatio |
| Net Noncharitable Assets | 495658 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12536 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 176 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12712 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25524 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 176 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 176 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 176 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PAUL M VANCE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2102254461 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| LOUIS G VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | PRESIDENT / DIRECTOR | 1.00 | 0 | 0 | 0 |
| PAUL MATTHEW VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | VICE PRESIDENT / DIRECTOR | 1.00 | 0 | 0 | 0 |
| JEFFREY MARK VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | TREASURER / DIRECTOR | 1.00 | 0 | 0 | 0 |
| VANESSA ELIZABETH VANCE | ||||||||
| 430 S SANTA ROSA | SAN ANTONIO | TX | 78207 | SECRETARY / DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 503206 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 503206 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 503206 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7548 | CashDeemedCharitable |
| Net Noncharitable Assets | 495658 | NetNoncharitableAssets |
| Minimum Investment Return | 24783 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24783 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Total Tax | 176 | TotalTax |
| Distributable Amount Before Adj | 24607 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24607 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24607 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25524 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25524 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 176 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25348 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24607 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 98 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 98 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25524 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24607 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 917 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1015 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1015 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 98 | ExcessFromYear1 |
| Excess From Current Year | 917 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CATHOLIC WORKER HOUSE OF SA | |||||||
| 622 NOLAN | SAN ANTONIO | TX | 78202 | NONE | 501(C)(3) | PROVIDE CARE AND SUPPORT TO THE HOMELESS | $8,508 |
| THRIVEWELL CANCER FOUNDATION | |||||||
| PO BOX 29331 | SAN ANTONIO | TX | 78229 | NONE | 501(C)(3) | PROVIDE SUPPORT FOR THE HEALTH AND WELL-BEING OF PERSONS WITH CANCER THROUGH GRANTS FOR RESEARCH AND FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS | $8,508 |
| CHILDREN'S ASSOCIATION FOR MAXIMUM POTENTIAL | |||||||
| PO BOX 27086 | SAN ANTONIO | TX | 78227 | NONE | 501(C)(3) | BUILDING CAMPAIGM FOR THE C.A.M.P. AQUATIC CENTER | $8,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25524 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,580 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,858 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $23,532 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23532 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THE VIVIAN M VANCE 2009 GRANTOR CHA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 30504 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $800 | Amount |
| Net Investment Income | 800 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $102 | Amount |
| Net Investment Income | 102 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR YEAR TAX PAYMENT | $19 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 4975 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4975 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $80 | Amount |
| Net Investment Income | 80 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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