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JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JULIE ANN WRIGLEY FOUNDATION INC (EIN 03-0395312)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-07
IRS object ID
202302509349100435
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-07T18:32:07-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 Union Street Suite 2300AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030395312EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Julie Ann Wrigley Foundation IncBusinessNameLine1Txt
Business Name Line2C/O BDO USA PABusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% BDO USA LLPInCareOfNm
Business Name ControlJULIBusinessNameControlTxt
Phone2063827777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 Union Street Suite 2300AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJulie WrigleyPersonNm
Person TitlePresidentPersonTitleTxt
Phone2063827777PhoneNum
Signature2023-08-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJuliePersonFirstNm
Person LastWrigleyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMatthew FrerkerPreparerPersonNm
PTINP01677675PTIN
Phone2063827777PhoneNum
Preparation2023-08-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$43,156FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$340,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$340,039TotalRevAndExpnssAmt
Total Net Invst Incm$39TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,531AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,266AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,265AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$13,430OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,430OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,961TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,266TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,695TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$338,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$338,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$354,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,266TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$353,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,297ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,454SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,156SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,156SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$57,454TotalAssetsBOYAmt
Total Assets EOY$43,156TotalAssetsEOYAmt
Total Assets EOYFMV$43,156TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,896,494CapitalStockBOYAmt
Capital Stock EOY$3,896,494CapitalStockEOYAmt
Retained Earning BOY-$3,839,040RetainedEarningBOYAmt
Retained Earning EOY-$3,853,338RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$57,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,156TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$57,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$43,156TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,297ExcessRevenueOverExpensesAmt
Subtotal$43,157SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$43,156TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,725EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,725TotalPaymentsAndCreditsAmt
Overpayment$1,725OverpaymentAmt
Applied To ES Tax$1,725AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/aWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2063827777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION STREET SUITE 2300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIE ANN WRIGLEY
PO BOX 135KETCHUMID83340PRESIDENT0$0$0$0
BRIAN COLLINS
2569 SAN ELIJO AVENUECARDIFFCA92077SECRETARY/TREASURER0$0$0$0
Peter Teutsch
601 Union St Ste 2300SeattleWA98101Vice-President0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,639AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$68,639TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$68,639AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$67,609NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$3,380DistributableBeforeAdjAmt
Distributable Before Ded$3,380DistributableBeforeDedAmt
Distributable As Adjusted$3,380DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$353,070ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$353,070QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,380DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$225,647ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$336,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$422,572ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$450,565ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$411,798ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,847,511TotalExcessDistributionCyovAmt
Qualifying Distributions$353,070QualifyingDistributionsAmt
Applied To Current Year$3,380AppliedToCurrentYearAmt
Remaining Distri From Corpus$349,690RemainingDistriFromCorpusAmt
Total Corpus$2,197,201TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$225,647ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,971,554ExcessDistriCyovToNextYrAmt
Excess From Year4$336,929ExcessFromYear4Amt
Excess From Year3$422,572ExcessFromYear3Amt
Excess From Year2$450,565ExcessFromYear2Amt
Excess From Year1$411,798ExcessFromYear1Amt
Excess From Current Year$349,690ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJULIE ANN WRIGLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASU Foundation
PO Box 2260TempeAZ85280NONEPCGeneral Fund$22,055
Ballet Sun Valley
PO Box 555Sun ValleyID83353NONEPCGeneral Fund$16,865
Hualalai Ohana Foundation
PO Box 5227KailuaKonaHI96745NonePCGeneral Fund$10,000
National Geographic Society
1145 17th St NWWashingtonDC20036NONEPCGeneral Fund$2,500
North Hawaii Community Hospital Inc
67-1125 Mamalahoa HWYKameuelaHI97643NonePCGeneral Fund$20,000
St Luke's Wood River
PO Box 7005KetchumID83340NONEPCWomen's Health$50,000
Spur Community Foundation
PO Box 6184KetchumID83340NONEPCWarm SPrings Preserve Fund$50,000
Sun Valley Music Festival
PO Box 1914Sun ValleyID83353NONEPCGeneral Fund$24,500
Sun Valley Writer's Conference
PO Box 957KetchumID83340NONEPCGeneral Fund$23,400
University of Denver
PO Box 910585DenverCO80291NONEPCJulie A. Wrigley Endowed Scholarship Fund$10,000
Wood River Community YMCA
101 Saddle RDKetchumID83340NONEPCGeneral Fund$45,875
BARROW NEUROLOGICAL FOUNDATION
2910 N 3RD AVE SUITE 450PHOENIXAZ85013NONEPCGeneral Fund$4,680
HAWAII MARINE EDUCATION AND RESEARCH CENTER
PO BOX 1372VOLCANOHI96785NONEPCGeneral Fund$3,500
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPCGeneral Fund$5,000
SAINT ALPHONSUS FOUNDATION
6090 W EMERALD STBOISEID83704NONEPCGeneral Fund$25,000
UCSF FOUNDATION
2001 THE EMBARCADERO 3RD FLOORSAN FRANCISCOCA94133NONEPCGeneral Fund$10,000
WALMEA OCEAN FILM FESTIVAL
PO BOX 6600KAUELAHI96743NONEPCGeneral Fund$5,000
TROUT UNLIMITED
1777 N KENT ST 100ARLINGTONVA22209NONEPCGeneral Fund$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$338,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJulie Ann WrigleyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 135AddressLine1Txt
CityKetchumCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83340ZIPCd
FieldValueIRS element (for citing)
Total Contributions$340,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,531Amt
Net Investment Income$1,266NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,265DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUDINGDesc
Amt$1Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescND PORTION OF DONATIONSDesc
Revenue And Expenses Per Books$13,430RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$13,430DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTION PAYABLEDesc
BOY Book Value$0BOYBookValueAmt

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