HUGH E & MARJORIE S PETERSEN FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HUGH E & MARJORIE S PETERSEN FOUNDATION INC (EIN 20-3757530)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-12
IRS object ID
201203189349100225
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-12T11:54:35-00:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Line155 Walls DriveAddressLine1
CityFairfieldCity
StateCTState
ZIP Code06824ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

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 TahmisianName
TitlePresidentTitle
Date Signed2012-11-12DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2012-11-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY390542FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss398802ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss24InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm24InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2084DividendsRevAndExpnss
Dividends Net Invst Incm2084DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-5709NetGainSaleAssetsRevAndExpnss
Gross Sales Price834802GrossSalesPrice
Capital Gain Net Incm Net Invst Incm281090CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses395201TotalRevenueAndExpenses
Total Net Investment Income283198TotalNetInvestmentIncome
Other Expenses Rev And Expnss6682OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm350OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps6332OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss6682TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm350TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps6332TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss442000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps442000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss448682TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm350TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps448332TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-53481ExcessOfRevenueOverExpenses
Net Investment Income282848NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4390SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY390534SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV390534SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY439633InvestmentsCorpStockBOY
Investments Corp Stock EOY8InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV8InvestmentsCorpStockEOYFMV
Total Assets BOY444023TotalAssetsBOY
Total Assets EOY390542TotalAssetsEOY
Total Assets EOYFMV390542TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY444023RetainedEarningsBOY
Retained Earnings EOY390542RetainedEarningsEOY
Total Net Assets BOY444023TotalNetAssetsBOY
Total Net Assets EOY390542TotalNetAssetsEOY
Total Liabilities Net Assets BOY444023TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY390542TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY444023TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-53481ExcessOfRevenueOverExpenses
Subtotal390542Subtotal
Total Net Assets Fund Balances EOY390542TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPublicly-traded SecuritiesDescriptionOfAsset
Gross Sales Price834802GrossSalesPrice
Cost Or Other Basis553712CostOrOtherBasis
Gain Or Loss281090GainOrLoss
Gains Minus Excess Or Losses281090GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income281090CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1447657QualifyingDistributionsYear1
Noncharitable Assets Year1640419NoncharitableAssetsYear1
Distribution Ratio Year1000.699006DistributionRatioYear1
Qualifying Distributions Year2188972QualifyingDistributionsYear2
Noncharitable Assets Year21012883NoncharitableAssetsYear2
Distribution Ratio Year2000.186568DistributionRatioYear2
Qualifying Distributions Year3292646QualifyingDistributionsYear3
Noncharitable Assets Year31127659NoncharitableAssetsYear3
Distribution Ratio Year3000.259516DistributionRatioYear3
Qualifying Distributions Year4174067QualifyingDistributionsYear4
Noncharitable Assets Year4858857NoncharitableAssetsYear4
Distribution Ratio Year4000.202673DistributionRatioYear4
Qualifying Distributions Year5147547QualifyingDistributionsYear5
Noncharitable Assets Year5352281NoncharitableAssetsYear5
Distribution Ratio Year5000.418833DistributionRatioYear5
Total Distribution Ratio001.766596TotalDistributionRatio
Average Distribution Ratio000.353319AverageDistributionRatio
Net Noncharitable Assets247862NetNoncharitableAssets
Adjusted Noncharitable Assets87574AdjustedNoncharitableAssets
One Percent Net Investment Income2828OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One90402AdjNonchrtblAssetsAndOnePct
Qualifying Distributions448332QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2828InvestmentIncomeExciseTax
Subtotal2828Subtotal
Tax Based On Investment Income2828TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment818EstTaxPaymentsAndOverpayment
Tax Paid With Extension3229TaxPaidWithExtension
Total Credits And Payments4047TotalCreditsAndPayments
Tax Paid Original Return4047TaxPaidOriginalReturn
Form2220 AttachedXForm2220Attached
Overpayment1219Overpayment
Amount Credited To Next Year1219AmountCreditedToNextYear

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
Proceeds Or Net IncometrueProceedsOrNetIncome

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 RdWilmingtonDE19809Director001.000
Sharon Peck
Foundation Source 501 Silverside RdWilmingtonDE19809Director001.000
Marjorie S Petersen
Foundation Source 501 Silverside RdWilmingtonDE19809President / Director001.000
Lynne Tahmisian
Foundation Source 501 Silverside RdWilmingtonDE19809Vice President / Director001.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities215809AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances35828AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets251637TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets251637AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3775CashDeemedCharitable
Net Noncharitable Assets247862NetNoncharitableAssets
Minimum Investment Return12393MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return12393MinimumInvestmentReturn
Tax Based On Investment Income2828TaxBasedOnInvestmentIncome
Total Tax2828TotalTax
Distributable Amount Before Adj9565DistributableAmountBeforeAdj
Distributable Amount Before Ded9565DistributableAmountBeforeDed
Distributable Amount As Adjusted9565DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions448332ExpensesAndContributions
Qualifying Distributions448332QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2828OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions445504AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9565DistributableAmountAsAdjusted
Excess Distri Carryover Year5134113ExcessDistriCarryoverYear5
Excess Distri Carryover Year4139959ExcessDistriCarryoverYear4
Excess Distri Carryover Year3238163ExcessDistriCarryoverYear3
Excess Distri Carryover Year2138492ExcessDistriCarryoverYear2
Excess Distri Carryover Year1415772ExcessDistriCarryoverYear1
Total Excess Distri Carryover1066499TotalExcessDistriCarryover
Qualifying Distributions448332QualifyingDistributions
Applied To Current Year9565AppliedToCurrentYear
Remaining Distri From Corpus438767RemainingDistriFromCorpus
Total Corpus1505266TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5134113ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1371153ExcessDistriCyovToNextYear
Excess From Year4139959ExcessFromYear4
Excess From Year3238163ExcessFromYear3
Excess From Year2138492ExcessFromYear2
Excess From Year1415772ExcessFromYear1
Excess From Current Year438767ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CAMPUS CRUSADE FOR CHRIST INTERNATI
100 LAKE HART DRORLANDOFL32832N/A509(a)(1)Didier and Donna Helson Project$2,500
CAMPUS CRUSADE FOR CHRIST INTERNATI
100 LAKE HART DRORLANDOFL32832N/A509(a)(1)Didier and Donna Heslon Project$2,500
CHRISTIAN LEADERSHIP CONCEPTS INC
PO BOX 3645BRENTWOODTN37024N/A509(a)(1)Mark Harmon Project$5,000
CHRYSALIS MINISTRIES INC
311 W AVENIDA GAVIOTASAN CLEMENTECA92672N/A509(a)(1)General Unrestricted$2,000
EVANGELICAL COVENANT CHURCH
8303 W HIGGINS RDCHICAGOIL60631N/A509(a)(1)Good Hope Academy in Sudan$25,000
FIRST EVANGELICAL FREE CHURCH
1356 ALBANY STLOS ANGELESCA90015N/A509(a)(1)Restore and Renew Project$5,000
GRACE COMMUNITY CHURCH
13248 ROSCOE BLVDSUN VALLEYCA91352N/A509(a)(1)Bryan and Alex Tahmisian Program$5,000
HOPE AND HOME
4945 N 30TH ST 3RD FLCOLORADO SPRINGSCO80919N/A509(a)(2)General Unrestricted$1,000
INTERVARSITY CHRISTIAN FELLOWSHIP-
6400 SCHROEDER RDMADISONWI53711N/A509(a)(2)Charles Barker Graduate Faculty Ministries Division$5,000
JODI HOUSE INC
625 CHAPALA STSANTA BARBARACA93101N/A509(a)(1)General Unrestricted$5,000
JOHN STOTT MINISTRIES
1050 CHESTNUT ST STE 203MENLO PARKCA94025N/A509(a)(1)John Stott Memorial Fund$5,000
LEADERSHIP FOUNDATIONS OF AMERICA
717 TACOMA AVE S ATACOMAWA98402N/A509(a)(1)Bob Reeverts Division$10,000
MONTECITO COVENANT CHURCH
671 COLD SPRINGS RDSANTA BARBARACA93108N/A509(a)(1)General Unrestricted$25,000
OPPORTUNITY INTERNATIONAL INC
2122 YORK RDOAK BROOKIL60523N/A509(a)(1)MbaleBranch in Eastern Uganda Fund$25,000
PALM MISSIONARY MINISTRIES INC
1702 PARKS LAKE RDLAKE WALESFL33898N/A509(a)(1)Daniel Swanson Fund$12,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANSDOWNEVA20176N/A509(a)(1)General Unrestricted$1,000
PROVIDENCE HALL
27 W ANAPAMU ST NO 144SANTA BARBARACA93101N/A509(a)(1)General Unrestricted$25,000
PROVIDENCE HALL
27 W ANAPAMU ST NO 144SANTA BARBARACA93101N/A509(a)(1)Challenge for Something Greater Campaign$25,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/A509(a)(1)General Unrestricted$1,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103N/A509(a)(1)General Unrestricted$30,000
THE WELLNESS COMMUNITY VALLEY VENTU
530 HAMPSHIRE RDWESTLAKE VLGCA91361N/A509(a)(1)General Unrestricted$25,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108N/A509(a)(1)General Unrestricted$60,000
WHEATON COLLEGE
501 COLLEGE AVEWHEATONIL60187N/A509(a)(1)Wheaton Associates Division$5,000
WILLIAM CAREY HERITAGE FOUNDATION
4730 BRADY RDCOLORADO SPGSCO80915N/A509(a)(1)Ph.D Program in Christian Studies Sam Higginbottom Institute of Agriculture, Technology Sciences$50,000
WORLD VISION INTERNATIONAL
800 W CHESTNUT AVEMONROVIACA91016N/A509(a)(1)Morpus Rescue Centre, Kenya Project$25,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)General Unrestricted$1,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Gold Coast, CA Division$5,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Santa Barbara, CA Division$3,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Santa Barbara, CA Division$15,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Gold Coast Region Rob Crawford Fund$25,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Santa Barbara, CA Jaime Licea Fund$1,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Capernaum Ministries Program$5,000
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903N/A509(a)(1)Ted Johnson/ Campership Legacy Program$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year442000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,084ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$5,709ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$3,601ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-3601TotalPartXVIA

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 Number0001ContributorNumber

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 Ste 243AddressLine1
CitySanta BarbaraCity
StateCAState
ZIP Code93101ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions398802AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty (3 entries)

Contributor Number From Part IContributorNumberFromPartINoncash Property DescriptionNoncashPropertyDescriptionFair Market ValueFairMarketValueDate ReceivedDateReceived
0001AMAZON COM994112011-12-09
0001APPLE INC.1491632011-12-09
0001CHEVRON CORP1502272011-12-09

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 FUND PSHAXNameOfStock
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, 2011, 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 442,000. This amount represents over 25 of the Foundations net assets of 445,804 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2011. 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 (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
Administrative Fees63076307
Bank Charges350350
State or Local Filing Fees2525

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