HUGH E & MARJORIE S PETERSEN FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HUGH E & MARJORIE S PETERSEN FOUNDATION INC (EIN 20-3757530)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-04
IRS object ID
201323089349100262
Schema version
2012v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-04T10:50:43-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Lane Suite 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN203757530EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Hugh E & Marjorie S Petersen Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHUGHNameControl
Phone8008391754Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLynne M TahmisianName
TitlePresidentTitle
Date Signed2013-11-04DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2013-11-04DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY58745FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss84947ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss123InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm123InterestOnSavingsNetInvstIncm
Net Gain Sale Assets Rev And Expnss187NetGainSaleAssetsRevAndExpnss
Gross Sales Price85134GrossSalesPrice
Capital Gain Net Incm Net Invst Incm409CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses85257TotalRevenueAndExpenses
Total Net Investment Income532TotalNetInvestmentIncome
Taxes Rev And Expnss3229TaxesRevAndExpnss
Other Expenses Rev And Expnss5825OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps5825OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss9054TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps5825TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss408000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps408000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss417054TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps413825TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-331797ExcessOfRevenueOverExpenses
Net Investment Income532NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY390534SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY58737SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV58737SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY8InvestmentsCorpStockBOY
Investments Corp Stock EOY8InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV8InvestmentsCorpStockEOYFMV
Total Assets BOY390542TotalAssetsBOY
Total Assets EOY58745TotalAssetsEOY
Total Assets EOYFMV58745TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY390542RetainedEarningsBOY
Retained Earnings EOY58745RetainedEarningsEOY
Total Net Assets BOY390542TotalNetAssetsBOY
Total Net Assets EOY58745TotalNetAssetsEOY
Total Liabilities Net Assets BOY390542TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY58745TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY390542TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-331797ExcessOfRevenueOverExpenses
Subtotal58745Subtotal
Total Net Assets Fund Balances EOY58745TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPublicly-traded SecuritiesDescriptionOfAsset
Gross Sales Price85134GrossSalesPrice
Cost Or Other Basis84947CostOrOtherBasis
Gain Or Loss409GainOrLoss
Gains Minus Excess Or Losses409GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income409CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1445504QualifyingDistributionsYear1
Noncharitable Assets Year1247862NoncharitableAssetsYear1
Distribution Ratio Year1001.797387DistributionRatioYear1
Qualifying Distributions Year2447657QualifyingDistributionsYear2
Noncharitable Assets Year2640419NoncharitableAssetsYear2
Distribution Ratio Year2000.699006DistributionRatioYear2
Qualifying Distributions Year3188972QualifyingDistributionsYear3
Noncharitable Assets Year31012883NoncharitableAssetsYear3
Distribution Ratio Year3000.186568DistributionRatioYear3
Qualifying Distributions Year4292646QualifyingDistributionsYear4
Noncharitable Assets Year41127659NoncharitableAssetsYear4
Distribution Ratio Year4000.259516DistributionRatioYear4
Qualifying Distributions Year5174067QualifyingDistributionsYear5
Noncharitable Assets Year5858857NoncharitableAssetsYear5
Distribution Ratio Year5000.202673DistributionRatioYear5
Total Distribution Ratio003.145150TotalDistributionRatio
Average Distribution Ratio000.629030AverageDistributionRatio
Net Noncharitable Assets211214NetNoncharitableAssets
Adjusted Noncharitable Assets132860AdjustedNoncharitableAssets
One Percent Net Investment Income5OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One132865AdjNonchrtblAssetsAndOnePct
Qualifying Distributions413825QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax5InvestmentIncomeExciseTax
Subtotal5Subtotal
Tax Based On Investment Income5TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1219EstTaxPaymentsAndOverpayment
Total Credits And Payments1219TotalCreditsAndPayments
Tax Paid Original Return1219TaxPaidOriginalReturn
Overpayment1214Overpayment
Amount Credited To Next Year100AmountCreditedToNextYear
Amount To Be Refunded1114AmountToBeRefunded

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 EtctrueTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
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
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Ruth Kovacs
Foundation Source 501 Silverside RdWilmingtonDE19809Dir001.000
Sharon Peck
Foundation Source 501 Silverside RdWilmingtonDE19809Dir001.000
Marjorie S Petersen
Foundation Source 501 Silverside RdWilmingtonDE19809Pres / Dir001.000
Lynne Tahmisian
Foundation Source 501 Silverside RdWilmingtonDE19809Pres / Dir001.000

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities8AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances214422AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets214430TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets214430AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3216CashDeemedCharitable
Net Noncharitable Assets211214NetNoncharitableAssets
Minimum Investment Return10561MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10561MinimumInvestmentReturn
Tax Based On Investment Income5TaxBasedOnInvestmentIncome
Total Tax5TotalTax
Distributable Amount Before Adj10556DistributableAmountBeforeAdj
Distributable Amount Before Ded10556DistributableAmountBeforeDed
Distributable Amount As Adjusted10556DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions413825ExpensesAndContributions
Qualifying Distributions413825QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm5OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions413820AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10556DistributableAmountAsAdjusted
Excess Distri Carryover Year5139959ExcessDistriCarryoverYear5
Excess Distri Carryover Year4238163ExcessDistriCarryoverYear4
Excess Distri Carryover Year3138492ExcessDistriCarryoverYear3
Excess Distri Carryover Year2415772ExcessDistriCarryoverYear2
Excess Distri Carryover Year1438767ExcessDistriCarryoverYear1
Total Excess Distri Carryover1371153TotalExcessDistriCarryover
Qualifying Distributions413825QualifyingDistributions
Applied To Current Year10556AppliedToCurrentYear
Remaining Distri From Corpus403269RemainingDistriFromCorpus
Total Corpus1774422TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5139959ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1634463ExcessDistriCyovToNextYear
Excess From Year4238163ExcessFromYear4
Excess From Year3138492ExcessFromYear3
Excess From Year2415772ExcessFromYear2
Excess From Year1438767ExcessFromYear1
Excess From Current Year403269ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerMarjorie S PetersenContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAMPUS CRUSADE FOR CHRIST INTERNATIONAL
100 LAKE HART DRORLANDOFL32832N/A509a1Didier and Donna Heslon Project$2,500
CAMPUS CRUSADE FOR CHRIST INTERNATIONAL
100 LAKE HART DRORLANDOFL32832N/A509a1Didier and Donna Heslon Project$2,500
CANCER SUPPORT COMM VALLEY- VENTURA
530 HAMPSHIRE RDWESTLAKE VLGCA91361N/A509a1General Unrestricted$25,000
CHRISTIAN SCHOOL ASSOC OF SANTA BARBARA
3723 MODOC RDSANTA BARBARACA93105N/A509a1General Unrestricted$10,000
CHRYSALIS MINISTRIES INC
311 W AVENIDA GAVIOTASAN CLEMENTECA92672N/A509a1General Unrestricted$2,000
FAMILY CARE NETWORK INC
3765 S HIGUERA ST STE 100SN LUIS OBISPCA93401N/A509a1Building Fund Project$3,000
GRACE COMMUNITY CHURCH
13248 ROSCOE BLVDSUN VALLEYCA91352N/A509a1Alex and Bryan Tahmisian Program$5,000
HOPE AND HOME
4945 N 30TH STCOLORADO SPRINGSCO80919N/A509a2General Unrestricted$1,000
INTERVARSITY CHRISTIAN FELLOWSHIP- USA
6400 SCHROEDER RDMADISONWI53711N/A509a2Charles Barker Graduate and Faculty Ministry Program$6,000
JODI HOUSE INC
625 CHAPALA STSANTA BARBARACA93101N/A509a1General Unrestricted$1,000
LANGHAM PARTNERSHIP USA INC NFP
1050 CHESTNUT ST STE 203MENLO PARKCA94025N/A509a1General Unrestricted$5,000
MONTECITO COVENANT CHURCH
671 COLD SPRINGS RDSANTA BARBARACA93108N/A509a1General Unrestricted$80,000
OPPORTUNITY INTERNATIONAL INC
2122 YORK RD STE 150OAK BROOKIL60523N/A509a1Leadership Fund$50,000
PALM MISSIONARY MINISTRIES INC
1702 PARKS LAKE RDLAKE WALESFL33898N/A509a1General Unrestricted$6,000
PALM MISSIONARY MINISTRIES INC
1702 PARKS LAKE RDLAKE WALESFL33898N/A509a1Dan Swanson Division$6,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANSDOWNEVA20176N/A509a1General Unrestricted$2,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/A509a1General Unrestricted$1,000
SANTA BARBARA COTTAGE HOSPITAL FOUNDATION
PO BOX 689 PUEBLO AT BATH STSANTA BARBARACA93102N/A509a1General Unrestricted$5,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103N/A509a1General Unrestricted$30,000
THE CAMPUS FOR HUMAN DEVELOPMENT
PO BOX 25309NASHVILLETN37202N/A509a1Mark Harmon Initiative$5,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108N/A509a1General Unrestricted$60,000
WHEATON COLLEGE
501 COLLEGE AVEWHEATONIL60187N/A509a1Wheaton Associates Division$5,000
WORLD VISION INTERNATIONAL
800 W CHESTNUT AVEMONROVIACA91016N/A509a1Empowerment, Respect Equality Project in Zambia$25,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/A509a1General Unrestricted$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Capernaum Pam Harmon Division$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Gold Coast Region Rob Crawford Division$25,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Gold Coast, CA$1,250
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Gold Coast, CA Region$3,750
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Santa Barbara CA 50 Division$4,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Santa Barbara, CA 50 Division$7,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Traverse City, MI / Dr. Sherry Phelps Division$1,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Young Life Santa Barbara CA 50 Division$6,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Jaime Lisea AF56 Fund$500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Jaime Lisea AF56 Fund$2,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Jaime Lisea AF56 Fund$500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Santa Barbara, CA Jaime Licea Fund$3,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/A509a1Ted Johnson 1180 Campership Legacy Fund$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year408000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$123ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$187ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$310ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA310TotalPartXVIA

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 Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1Petersen Marjorie SBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11114 State Street Suite 243AddressLine1
CitySanta BarbaraCity
StateCAState
ZIP Code93101ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions84947AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionAMAZON COM AMZN, 340 sh.NoncashPropertyDescription
Fair Market Value84947FairMarketValue
Date Received2012-12-14DateReceived

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NamePublicly-traded SecuritiesName
Gross Sales Price85134GrossSalesPrice
Basis84947Basis
Total Net187TotalNet

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of Stock1 shares of PIMCO FUNDS SHORT TERM CLASS A FUNDNameOfStock
EOY Book Value8EOYBookValue
EOYFMV8EOYFMV

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
StatementThis statement is submitted to report the distribution of certain assets during the above-referenced year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2012, Hugh E. Marjorie S. Petersen Foundation Inc. the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled 408,000. This amount represents over 25 of the Foundations net assets of 390,542 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2012. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a each such grant was made solely for the charitable purpose specified therein.Statement

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
Administrative Fees58005800
State or Local Filing Fees2525

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryIRS Excise Tax Payment with 1st ext 990-PFCategory
Amount$3,229Amount

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