STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE PAGE SOUTHERLAND PAGE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE PAGE SOUTHERLAND PAGE FOUNDATION (EIN 45-0577353)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-08
IRS object ID
201303129349100705
Schema version
2012v2.1
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)
Timestamp2013-11-08T12:30:26-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12800 Post Oak Blvd Ste 3200AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77056ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN450577353EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE PAGE SOUTHERLAND PAGE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% JOHN LITTLEJOHNInCareOfName
Name ControlPAGENameControl
Phone7138718484Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 LOUISIANA STREET STE 1AddressLine1
Address Line2SuiteAddressLine2
CityHOUSTONCity
StateTXState
ZIP Code77002ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN N CRYERName
TitleVICE PRESIDENTTitle
Phone7138718484Phone
Date Signed2013-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7134994600Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2356FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss12000ContriReceivedRevAndExpnss
Total Revenue And Expenses12000TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss1750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1750AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss200OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm200OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss1950TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1950TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss11950TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1950TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps10000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses50ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2306CashBOY
Cash EOY2356CashEOY
Cash EOYFMV2356CashEOYFMV
Total Assets BOY2306TotalAssetsBOY
Total Assets EOY2356TotalAssetsEOY
Total Assets EOYFMV2356TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY2306UnrestrictedBOY
Unrestricted EOY2356UnrestrictedEOY
Total Net Assets BOY2306TotalNetAssetsBOY
Total Net Assets EOY2356TotalNetAssetsEOY
Total Liabilities Net Assets BOY2306TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2356TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2306TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses50ExcessOfRevenueOverExpenses
Subtotal2356Subtotal
Total Net Assets Fund Balances EOY2356TotalNetAssetsFundBalancesEOY
FieldValueIRS element (for citing)
Capital Gains And LossesCapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year110000QualifyingDistributionsYear1
Noncharitable Assets Year12723NoncharitableAssetsYear1
Distribution Ratio Year13.67242DistributionRatioYear1
Qualifying Distributions Year20QualifyingDistributionsYear2
Noncharitable Assets Year23182NoncharitableAssetsYear2
Distribution Ratio Year20.0DistributionRatioYear2
Qualifying Distributions Year365000QualifyingDistributionsYear3
Noncharitable Assets Year325846NoncharitableAssetsYear3
Distribution Ratio Year32.514896DistributionRatioYear3
Qualifying Distributions Year475000QualifyingDistributionsYear4
Noncharitable Assets Year485818NoncharitableAssetsYear4
Distribution Ratio Year40.873943DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year561563NoncharitableAssetsYear5
Distribution Ratio Year50.0DistributionRatioYear5
Total Distribution Ratio7.061259TotalDistributionRatio
Average Distribution Ratio1.412252AverageDistributionRatio
Net Noncharitable Assets4065NetNoncharitableAssets
Adjusted Noncharitable Assets5741AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5741AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Subtotal0Subtotal
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508efalseRequirementsOfSect508e
At Least5000 In AssetsfalseAtLeast5000InAssets
States Filed WithTXStatesFiledWith
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN LITTLEJOHNBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number7138718484BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11100 LOUSIANA ST STE 1AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77002ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN N CRYER III
1100 LOUISIANA STREET STE 1HOUSTONTX77002VICE PRESIDENT1.0000
MATTHEW F KREISLE III
400 WEST CESAR CHAVEZ STE 500AUSTINTX78701PRESIDENT1.0000
MATTIA J FLABIANO III
1800 MAIN STREET STE 123DALLASTX75201VICE PRESIDENT1.0000
JAMES M WRIGHT
3100 WILSON BLVD STE 300ARLINGTONVA22201VICE PRESIDENT1.0000
LAWRENCE W SPECK
400 WEST CESAR CHAVEZ STE 500AUSTINTX78701VICE PRESIDENT1.0000
JOHN P LITTLEJOHN
1100 LOUISIANA STREET STE 1HOUSTONTX77002SECRETARY/TREASURER1.0000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1NONEDescription1
FieldValueIRS element (for citing)
Sum Of Program Related InvestmentsSumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances4127AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets4127TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets4127AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable62CashDeemedCharitable
Net Noncharitable Assets4065NetNoncharitableAssets
Minimum Investment Return203MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return203MinimumInvestmentReturn
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Tax0TotalTax
Distributable Amount Before Adj203DistributableAmountBeforeAdj
Distributable Amount Before Ded203DistributableAmountBeforeDed
Distributable Amount As Adjusted203DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions10000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions10000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted203DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year467472ExcessDistriCarryoverYear4
Excess Distri Carryover Year363708ExcessDistriCarryoverYear3
Excess Distri Carryover Year20ExcessDistriCarryoverYear2
Excess Distri Carryover Year19864ExcessDistriCarryoverYear1
Total Excess Distri Carryover141044TotalExcessDistriCarryover
Qualifying Distributions10000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year203AppliedToCurrentYear
Remaining Distri From Corpus9797RemainingDistriFromCorpus
Total Corpus150841TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year150841ExcessDistriCyovToNextYear
Excess From Year467472ExcessFromYear4
Excess From Year363708ExcessFromYear3
Excess From Year20ExcessFromYear2
Excess From Year19864ExcessFromYear1
Excess From Current Year9797ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOOL OF ARCHITECTUREBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF TEXAS AT AUSTINAddressLine1
Address Line2POST OFFICE BOX 7458AddressLine2
CityAUSTINCity
StateTXState
ZIP Code787137458ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusGOVERNMENTALRecipientFoundationStatus
Purpose Of Grant Or ContributionGRADUATE FELLOWSHIP IN ARCHITECTUREPurposeOfGrantOrContribution
Amount$10,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10000TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOOL OF ARCHITECTUREBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1UNIVERSITY OF TEXAS AT AUSTINAddressLine1
Address Line2POST OFFICE BOX 7458AddressLine2
CityAUSTINCity
StateTXState
ZIP Code787137458ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusGOVERNMENTALRecipientFoundationStatus
Purpose Of Grant Or ContributionGRADUATE FELLOWSHIP IN ARCHITECTUREPurposeOfGrantOrContribution
Amount$30,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future30000TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments
Int On Savings And Temp Cash InvstIntOnSavingsAndTempCashInvst
Dividends And Int From Sec Part VIIDividendsAndIntFromSecPartVII
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII
Gain Sales Assets Oth Than InvntryGainSalesAssetsOthThanInvntry
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry
Subtotals Part XVIASubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualPAGE SOUTHERLAND PAGE LLPContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11100 LOUISIANA STREET STE 1AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77002ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions12000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$1,750Amount
Net Investment Income1750NetInvestmentIncome

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books200RevenueAndExpensesPerBooks
Net Investment Income200NetInvestmentIncome