JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2023

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Organization: JULIE ANN WRIGLEY FOUNDATION INC (EIN 03-0395312)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-07-15
IRS object ID: 202421979349100862
Schema version: 2023v5.0
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-15T16:12:19-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	820437743	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BECKER CHAMBERS & CO PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 909	AddressLine1Txt
City	HAILEY	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	833330909	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	030395312	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JULIE ANN WRIGLEY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JULI	BusinessNameControlTxt
Phone	2087250300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 135	AddressLine1Txt
City	KETCHUM	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83340	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JULIE ANN WRIGLEY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2063827777	PhoneNum
Signature	2024-07-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JULIE	PersonFirstNm
Person Last	WRIGLEY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PETER J BECKER	PreparerPersonNm
PTIN	P00327743	PTIN
Phone	2087889595	PhoneNum
Preparation	2024-07-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$50,092	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$128,110	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$76	InterestOnSavRevAndExpnssAmt
Interest On Savings Adj Net Incm	$76	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$128,186	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Total Adj Net Incm	$76	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$2,750	AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss	$9,515	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$12,265	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$108,985	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$108,985	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$121,250	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$108,985	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$6,936	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$76	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$43,156	CashBOYAmt
Cash EOY	$50,092	CashEOYAmt
Cash EOYFMV	$50,092	CashEOYFMVAmt
Total Assets BOY	$43,156	TotalAssetsBOYAmt
Total Assets EOY	$50,092	TotalAssetsEOYAmt
Total Assets EOYFMV	$50,092	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$3,896,494	CapitalStockBOYAmt
Capital Stock EOY	$3,896,494	CapitalStockEOYAmt
Retained Earning BOY	-$3,853,338	RetainedEarningBOYAmt
Retained Earning EOY	-$3,846,402	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$43,156	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$50,092	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$43,156	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$50,092	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$43,156	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$6,936	ExcessRevenueOverExpensesAmt
Subtotal	$50,092	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$50,092	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx	$1,725	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,725	TotalPaymentsAndCreditsAmt
Overpayment	$1,725	OverpaymentAmt
Applied To ES Tax	$1,725	AppliedToESTaxAmt

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	Yes (true)	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	JACOB JAMES	IndividualWithBooksNm
Phone	2087250300	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 135	AddressLine1Txt
City	KETCHUM	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83340	ZIPCd

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
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIE ANN WRIGLEY
PO BOX 135	KETCHUM	ID	83340	PRESIDENT	0.50	$0	$0	$0
BRIAN COLLINS
2569 SAN ELIJO AVENUE	CARDIFF	CA	92077	SECRETARY/TR	0.50	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$54,227	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$54,227	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$54,227	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$813	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$53,414	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,671	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,671	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,671	DistributableBeforeAdjAmt
Distributable Before Ded	$2,671	DistributableBeforeDedAmt
Distributable As Adjusted	$2,671	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$108,985	ExpensesAndContributionsAmt
Qualifying Distributions	$108,985	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,671	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$336,929	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$422,572	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$450,565	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$411,798	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$349,690	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,971,554	TotalExcessDistributionCyovAmt
Qualifying Distributions	$108,985	QualifyingDistributionsAmt
Applied To Current Year	$2,671	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$106,314	RemainingDistriFromCorpusAmt
Total Corpus	$2,077,868	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$336,929	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,740,939	ExcessDistriCyovToNextYrAmt
Excess From Year4	$422,572	ExcessFromYear4Amt
Excess From Year3	$450,565	ExcessFromYear3Amt
Excess From Year2	$411,798	ExcessFromYear2Amt
Excess From Year1	$349,690	ExcessFromYear1Amt
Excess From Current Year	$106,314	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JULIE ANN WRIGLEY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SUN VALLEY WRITERS' CONFERENCE
PO BOX 957	KETCHUM	ID	83340	GENERAL FUND	$28,400
SUN VALLEY MUSIC FESTIVAL
PO BOX 1914	SUN VALLEY	ID	83353	GENERAL FUND	$24,500
BALLET SUN VALLEY
PO BOX 555	SUN VALLEY	ID	83353	GENERAL FUND	$7,585
ASU FOUNDATION
PO BOX 2260	TEMPE	AZ	85280	GENERAL FUND	$1,000
HUALALAI OHANA FOUNDATION
PO BOX 5227	KAILUAKONA	HI	96745	GENERAL FUND	$10,000
MAUI HUMANE SOCIETY
MEHAMEHA LOOP	PUUNENE	HI	96784	GENERAL FUND	$2,500
WOOD RIVER LAND TRUST
119 E BULLION ST	HAILEY	ID	83333	GENERAL FUND	$34,000
IDAHO PUBLIC TELEVISION
1455 N ORCHARD ST	BOISE	ID	837062239	GENERAL FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$108,985	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$76	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$76	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$76	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	JULIE ANN WRIGLEY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 135	AddressLine1Txt
City	KETCHUM	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83340	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$128,110	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEE	CategoryTxt
Amt	$2,750	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ND PORTION OF DONATIONS	$9,515

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