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JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JULIE ANN WRIGLEY FOUNDATION INC (EIN 03-0395312)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-03
IRS object ID
202522469349100302
Schema version
2024v5.0
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)
Return2025-09-03T10:21:15-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN820437743PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BECKER CHAMBERS & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 909AddressLine1Txt
CityHAILEYCityNm
State AbbreviationIDStateAbbreviationCd
ZIP833330909ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030395312EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE ANN WRIGLEY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJULIBusinessNameControlTxt
Phone2087250300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 135AddressLine1Txt
CityKETCHUMCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83340ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE ANN WRIGLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2063827777PhoneNum
Signature2025-09-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER J BECKERPreparerPersonNm
PTINP00327743PTIN
Phone2087889595PhoneNum
Preparation2025-09-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$256,041FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$813,660ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$18InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,129DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,129DividendsAdjNetIncmAmt
Total Rev And Expnss$821,807TotalRevAndExpnssAmt
Total Net Invst Incm$8,147TotalNetInvstIncmAmt
Total Adj Net Incm$8,147TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$614,145ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$614,145ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$615,645TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$614,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$206,162ExcessRevenueOverExpensesAmt
Net Investment Income$7,397NetInvestmentIncomeAmt
Adjusted Net Income$8,147AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,092CashBOYAmt
Cash EOY$29,868CashEOYAmt
Cash EOYFMV$29,868CashEOYFMVAmt
Other Investments EOY$226,386OtherInvestmentsEOYAmt
Other Investments EOYFMV$226,173OtherInvestmentsEOYFMVAmt
Total Assets BOY$50,092TotalAssetsBOYAmt
Total Assets EOY$256,254TotalAssetsEOYAmt
Total Assets EOYFMV$256,041TotalAssetsEOYFMVAmt
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-$3,846,402RetainedEarningBOYAmt
Retained Earning EOY-$3,640,240RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$50,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$256,254TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$256,254TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$206,162ExcessRevenueOverExpensesAmt
Subtotal$256,254SubtotalAmt
Tot Net Ast Or Fund Balances EOY$256,254TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Subtotal$103SubtotalAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$505EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$505TotalPaymentsAndCreditsAmt
Overpayment$402OverpaymentAmt
Applied To ES Tax$402AppliedToESTaxAmt

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
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
Individual With BooksJACOB JAMESIndividualWithBooksNm
Phone2087250300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 135AddressLine1Txt
CityKETCHUMCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83340ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JULIE ANN WRIGLEY
PO BOX 135KETCHUMID83340PRESIDENT0.50$0$0$0
BRIAN COLLINS
2569 SAN ELIJO AVENUECARDIFFCA92077SECRETARY/TR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,189AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$270,732TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$270,732AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$266,671NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,334MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$13,231DistributableBeforeAdjAmt
Distributable Before Ded$13,231DistributableBeforeDedAmt
Distributable As Adjusted$13,231DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$614,895ExpensesAndContributionsAmt
Qualifying Distributions$614,895QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,231DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$422,572ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$450,565ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$411,798ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$349,690ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$106,314ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,740,939TotalExcessDistributionCyovAmt
Qualifying Distributions$614,895QualifyingDistributionsAmt
Applied To Current Year$13,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$601,664RemainingDistriFromCorpusAmt
Total Corpus$2,342,603TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$422,572ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,920,031ExcessDistriCyovToNextYrAmt
Excess From Year4$450,565ExcessFromYear4Amt
Excess From Year3$411,798ExcessFromYear3Amt
Excess From Year2$349,690ExcessFromYear2Amt
Excess From Year1$106,314ExcessFromYear1Amt
Excess From Current Year$601,664ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SUN VALLEY WRITERS' CONFERENCE
PO BOX 957KETCHUMID83340GENERAL FUND$23,400
SUN VALLEY MUSIC FESTIVAL
PO BOX 1914SUN VALLEYID83353GENERAL FUND$24,500
BALLET SUN VALLEY
PO BOX 555SUN VALLEYID83353GENERAL FUND$8,245
ASU FOUNDATION
PO BOX 2260TEMPEAZ85280GENERAL FUND$1,000
WOOD RIVER LAND TRUST
119 E BULLION STHAILEYID83333GENERAL FUND$66,000
IDAHO PUBLIC TELEVISION
1455 N ORCHARD STBOISEID837062239GENERAL FUND$1,000
WOOD RIVER COMMUNITY YMCA
101 SADDLE RDKETCHUMID83340GENERAL FUND$25,000
ENVIRONMENT RESOURCE CENTER
471 WASHINGTON AVEKETCHUMID83340GENERAL FUND$5,000
THE SENIOR CONNECTION
721 3RD AVE SHAILEYID83340GENERAL FUND$10,000
ST LUKE'S WOOD RIVER FOUNDATION
100 HOSPITAL DRKETCHUMID83340GENERAL FUND$25,000
BARROW'S NEUROLOGICAL FOUNDATION
2910 N 3RD AVE STE 450PHOENIXAZ85013GENERAL FUND$25,000
UNIVERSITY OF DENVER
2199 SOUTH UNIVERSITY BLVDENVERCO80208GENERAL FUND$100,000
USC
1150 SOUTH OLIVE ST 25THLOS ANGELESCA90015GENERAL FUND$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$614,145TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,147ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,147TotalIncomeProducingActyAmt

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$813,660TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMSILF PRIME PTF INST MPFXXCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$226,386BookValueAmt
EOYFMV$226,173EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
ND PORTION OF DONATIONS

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