JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JULIE ANN WRIGLEY FOUNDATION INC (EIN 03-0395312)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201213209349100876
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
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T11:50:26-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	910605875	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PETERSON SULLIVAN LLP CPA'S	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	601 UNION ST STE 2300	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	981012345	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	030395312	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JULIE ANN WRIGLEY FOUNDATION INC	BusinessNameLine1
Business Name Line2	C/O PETERSON SULLIVAN LLP	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JULI	NameControl
Phone	2063827777	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 UNION STREET NO 2300	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98101	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JULIE WRIGLEY	Name
Title	PRESIDENT	Title
Phone	2063827777	Phone
Date Signed	2012-11-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ALFRED W DUNNELL	Name
PTIN	P00292022	PTIN
Phone	2063827777	Phone
Date Prepared	2012-11-12	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	43702	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	395000	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	11686	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	11686	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	14772	DividendsRevAndExpnss
Dividends Net Invst Incm	14772	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	34165	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	731707	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	34165	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	3774	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	459397	TotalRevenueAndExpenses
Total Net Investment Income	60623	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7809	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3905	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	3904	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	4939	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	4939	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	305	InterestRevAndExpnss
Interest Net Invst Incm	305	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Other Expenses Rev And Expnss	26	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	26	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	13079	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	9149	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	3930	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	1414000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	1414000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	1427079	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	9149	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	1417930	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-967682	ExcessOfRevenueOverExpenses
Net Investment Income	51474	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	586342	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	43702	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	43702	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	175985	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	0	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	0	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	157168	InvestmentsCorpStockBOY
Investments Corp Stock EOY	0	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	0	InvestmentsCorpStockEOYFMV
Investments Mortgage Loans BOY	100191	InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY	0	InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV	0	InvestmentsMortgageLoansEOYFMV
Investments Other BOY	19515	InvestmentsOtherBOY
Investments Other EOY	0	InvestmentsOtherEOY
Investments Other EOYFMV	0	InvestmentsOtherEOYFMV
Total Assets BOY	1039201	TotalAssetsBOY
Total Assets EOY	43702	TotalAssetsEOY
Total Assets EOYFMV	43702	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	3896494	CapitalStockBOY
Capital Stock EOY	3896494	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-2857293	RetainedEarningsBOY
Retained Earnings EOY	-3852792	RetainedEarningsEOY
Total Net Assets BOY	1039201	TotalNetAssetsBOY
Total Net Assets EOY	43702	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1039201	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	43702	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1039201	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-967682	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	71519	Subtotal
Other Decreases	27817	OtherDecreases
Total Net Assets Fund Balances EOY	43702	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (63 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
737 SHS FIXED INCOME SHARES FD SERIES C	P	2011-01-04	2011-12-20	9117	9404	-287	-287
929 SHS FIXED INCOME SHARES FD SERIES C	P	2011-02-23	2011-12-20	11492	11909	-417	-417
270 SHS FIXED INCOME SHARES FD SERIES C	P	2011-08-16	2011-12-20	3340	3518	-178	-178
355 SHS FIXED INCOME SHARES FD SERIES C	P	2011-10-04	2011-12-20	4391	4317	74	74
355 SHS FIXED INCOME SHARES FD SERIES C	P	2011-10-04	2011-12-20	4391	4317	74	74
500 SHS FIXED INCOME SHARES FD SERIES M	P	2011-01-05	2011-12-20	5160	5106	54	54
1280 SHS FIXED INCOME SHARES FD SERIES M	P	2011-02-23	2011-12-20	13210	13184	26	26
6000 SHS FHLMC PL#G04688 DTD 09/01/2008	P	2011-11-10	2011-12-20	2159	2158	1	1
20000 SHS FHLMC PL#G06031 DTD 09/01/2010	P	2011-02-07	2011-12-20	12927	12885	42	42
15000 SHS FHLMC PL#A97047 DTD 02/01/2011	P	2011-02-11	2011-12-20	14229	13569	660	660
16000 SHS FN MA PL#AH5583 DTD 02/01/2011	P	2011-02-09	2011-12-20	15526	14760	766	766
3000 SHS FEDERAL NATL MTG ASSOCIATION	P	2011-01-11	2011-12-20	3019	2965	54	54
10000 SHS FEDERAL NATL MTG ASSOCIATION	P	2011-01-12	2011-12-20	10062	9876	186	186
2000 SHS FNMA PL#995676 DTD 04/01/2009	P	2011-07-11	2011-12-20	1572	1545	27	27
22000 SHS FNMA PL#AB1389 DTD 07/01/2010	P	2011-02-02	2011-12-20	17414	16729	685	685
6000 SHS FNMA PL#AD0227 DTD 09/01/2009	P	2011-07-11	2011-12-20	2842	2890	-48	-48
13000 SHS FNMA PL#AE0115 DTD 06/01/2010	P	2011-04-19	2011-12-20	9262	9301	-39	-39
10000 SHS FNMA PL#AE0984 DTD 02/01/2011	P	2011-03-02	2011-12-20	9621	9257	364	364
27000 SHS U S TREASURY BILLS	P	2011-05-17	2011-07-11	27000	26999	1	1
30000 SHS U S TREASURY BILLS	P	2011-03-10	2011-05-31	29996	29989	7	7
4000 SHS US TSY INFLATION INDEX BDS CPI	P	2011-07-12	2011-12-20	5702	5032	670	670
9000 SHS US TSY INFLATION INDEX BDS CPI	P	2011-08-03	2011-12-20	12830	11913	917	917
1000 SHS US TSY INFLATION INDEX NTS CPI	P	2011-01-12	2011-12-20	1287	1299	-12	-12
1000 SHS U S TREASURY NOTES SER B-2015	P	2011-01-12	2011-02-01	1098	1094	4	4
11000 SHS U S TREASURY NOTES SER S-2014	P	2010-04-29	2011-02-10	11261	11024	237	237
10000 SHS U S TREASURY NOTES SER S-2014	P	2010-09-09	2011-02-10	10238	10399	-161	-161
1000 SHS U S TREASURY NOTES SER S-2014	P	2011-01-12	2011-02-10	1024	1034	-10	-10
1000 SHS U S TREASURY NOTES SER G-2015	P	2011-01-12	2011-12-20	1001	1001	0	0
7000 SHS U S TREASURY NOTES SER M-2017	P	2010-08-19	2011-02-09	6832	7222	-390	-390
1000 SHS U S TREASURY NOTES SER M-2017	P	2011-01-12	2011-02-09	976	996	-20	-20
11000 SHS U S TREASURY NOTES SERN-2017	P	2010-08-13	2011-02-04	10675	11201	-526	-526
25000 SHS U S TREASURY NOTES SERN-2017	P	2010-08-17	2011-02-04	24262	25496	-1234	-1234
1000 SHS U S TREASURY NOTES SERN-2017	P	2010-12-08	2011-02-04	970	991	-21	-21
1000 SHS U S TREASURY NOTES SERN-2017	P	2011-01-12	2011-02-04	970	986	-16	-16
10000 SHS U S TREASURY NOTES SER AA-2016	P	2011-08-08	2011-12-20	10329	10192	137	137
15000 SHS US TREASURY NOTES SER E-2021	P	2011-09-13	2011-12-20	15327	15183	144	144
440 SHS FIXED INCOME SHARES FD SERIES	P	2008-11-03	2011-09-09	5672	5091	581	581
439 SHS FIXED INCOME SHARES FD SERIES	P	2008-11-03	2011-11-21	5417	5079	338	338
3401 SHS FIXED INCOME SHARES FD SERIES C	P	2008-11-03	2011-12-20	42070	39350	2720	2720
2755 SHS FIXED INCOME SHARES FD SERIES C	P	2009-03-31	2011-12-20	34079	30691	3388	3388
460 SHS FIXED INCOME SHARES FD	P	2008-11-03	2011-09-09	4890	3905	985	985
8350 SHS FIXED INCOME SHARES FD SERIES M	P	2008-11-03	2011-12-20	86172	70892	15280	15280
245 SHS FIXED INCOME SHARES FD SERIES M	P	2008-11-11	2011-12-20	2528	2161	367	367
35000 SHS FHLMC PL#G03432 DTD 10/01/2007	P	2008-01-15	2011-12-20	11395	10952	443	443
10000 SHS YIELDS VARY DUE TO CHANGES IN	P	2008-01-23	2011-12-20	3256	3174	82	82
47000 SHS FNMA PL#735580 DTD 05/01/2005	P	2008-05-16	2011-12-20	16547	14875	1672	1672
36000 SHS FNMA PL#995069 DTD 11/01/2008	P	2008-11-05	2011-02-08	19658	18754	904	904
37000 SHS FNMA PL#995069 DTD 11/01/2008	P	2008-11-05	2011-02-10	20227	19275	952	952
37000 SHS FNMA PL#995069 DTD 11/01/2008	P	2008-11-05	2011-12-20	15957	15119	838	838
5000 SHS US TSY INFLATION INDEX BDS CPI	P	2010-10-27	2011-12-20	10545	9487	1058	1058
5000 SHS US TSY INFLATION INDEX BDS CPI	P	2010-12-08	2011-12-20	7128	5927	1201	1201
3000 SHS US TSY INFLATION INDEX NTS CPI	P	2009-01-05	2011-12-20	3863	3530	333	333
5000 SHS US TSY INFLATION INDEX NTS CPI	P	2009-09-03	2011-12-20	6438	6372	66	66
5000 SHS US TSY INFLATION INDEX NTS CPI	P	2010-03-11	2011-12-20	6437	6510	-73	-73
2000 SHS U S TREASURY NOTES SER B-2015	P	2009-10-07	2011-02-01	2196	2130	66	66
10000 SHS U S TREASURY NOTES SER B-2015	P	2009-10-29	2011-02-01	10980	10569	411	411
5000 SHS U S TREASURY NOTES SER B-2015	P	2009-12-31	2011-02-01	5490	5248	242	242
18000 SHS US TSY INFLATION INDEX NTS CPI	P	2009-03-25	2011-04-15	20017	19641	376	376
5000 SHS US TSY INFLATION INDEX NTS CPI	P	2009-07-14	2011-04-15	5560	5519	41	41
5000 SHS US TSY INFLATION INDEX NTS CPI	P	2009-09-03	2011-04-15	5560	5575	-15	-15
23000 SHS U S TREASURY NOTES SER G-2015	P	2010-06-29	2011-12-20	23039	23015	24	24
5000 SHS U S TREASURY NOTES SER W-2013	P	2010-03-24	2011-12-20	5074	4960	114	114
30000 SHS U S TREASURY BILLS	P	2011-03-03	2011-09-01	30000	30000	0	0

Field	Value	IRS element (for citing)
Capital Gain Net Income	34165	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	1415782	QualifyingDistributionsYear1
Noncharitable Assets Year1	2110914	NoncharitableAssetsYear1
Distribution Ratio Year1	0.670696	DistributionRatioYear1
Qualifying Distributions Year2	1564085	QualifyingDistributionsYear2
Noncharitable Assets Year2	3338837	NoncharitableAssetsYear2
Distribution Ratio Year2	0.468452	DistributionRatioYear2
Qualifying Distributions Year3	1340203	QualifyingDistributionsYear3
Noncharitable Assets Year3	5034793	NoncharitableAssetsYear3
Distribution Ratio Year3	0.266188	DistributionRatioYear3
Qualifying Distributions Year4	1286703	QualifyingDistributionsYear4
Noncharitable Assets Year4	6773295	NoncharitableAssetsYear4
Distribution Ratio Year4	0.189967	DistributionRatioYear4
Qualifying Distributions Year5	1512725	QualifyingDistributionsYear5
Noncharitable Assets Year5	7035099	NoncharitableAssetsYear5
Distribution Ratio Year5	0.215025	DistributionRatioYear5
Total Distribution Ratio	1.810328	TotalDistributionRatio
Average Distribution Ratio	0.362066	AverageDistributionRatio
Net Noncharitable Assets	884369	NetNoncharitableAssets
Adjusted Noncharitable Assets	320200	AdjustedNoncharitableAssets
One Percent Net Investment Income	515	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	320715	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	1417930	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	515	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	515	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	515	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2240	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2240	TotalCreditsAndPayments
Overpayment	1725	Overpayment
Amount Credited To Next Year	1725	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	PETERSON SULLIVAN LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	2063827777	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	601 UNION STREET SUITE 2300	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98101	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JULIE ANN WRIGLEY
PO BOX 135	KETCHUM	ID	83340	PRESIDENT	0.00	0	0	0
BRIAN COLLINS
2569 SAN ELIJO AVENUE	CARDIFF	CA	92077	SECRETARY/TREASURER	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	468120	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	429717	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	897837	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	897837	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	13468	CashDeemedCharitable
Net Noncharitable Assets	884369	NetNoncharitableAssets
Minimum Investment Return	44218	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	44218	MinimumInvestmentReturn
Tax Based On Investment Income	515	TaxBasedOnInvestmentIncome
Total Tax	515	TotalTax
Distributable Amount Before Adj	43703	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	43703	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	43703	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	1417930	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	1417930	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	515	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	1417415	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	43703	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	1176620	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	966932	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	1092537	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	1400293	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	1314714	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	5951096	TotalExcessDistriCarryover
Qualifying Distributions	1417930	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	43703	AppliedToCurrentYear
Remaining Distri From Corpus	1374227	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	7325323	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	1176620	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	6148703	ExcessDistriCyovToNextYear
Excess From Year4	966932	ExcessFromYear4
Excess From Year3	1092537	ExcessFromYear3
Excess From Year2	1400293	ExcessFromYear2
Excess From Year1	1314714	ExcessFromYear1
Excess From Current Year	1374227	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JULIE ANN WRIGLEY	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ANIMAL SHELTER OF THE WOOD RIVER VALLEY
PO BOX 1496	HAILEY	ID	83333	NONE	509(A)(1)	SUPPORT NO KILL ANIMAL SHELTER INCLUDING BOARDING	$5,000
ASU FOUNDATION
PO BOX 2260	TEMPE	AZ	85280	NONE	509(A)(1)	PLEDGE TO GIOS OPERATING FUND	$1,001,000
BARROW'S FOUNDATION
350 W THOMAS ROAD	PHOENIX	AZ	85013	NONE	509(A)(1)	WARREN CRIST CLINICAL EDUCATION FUND AT BARROW NEURO	$41,100
COMPANY OF FOOLS
PO BOX 329	HAILEY	ID	83333	NONE	509(A)(1)	GENERAL FUND	$2,500
FLORENCE CRITTENTON
715 WEST MARIPOSA STREET	PHOENIX	AZ	85013	NONE	509(A)(1)	GENERAL FUND	$1,000
PEREGRINE FUND
5668 WEST FLYING HAWK LANE	BOISE	ID	83709	NONE	509(A)(1)	GENERAL FUND	$25,000
SCOTTSDALE HEALTHCARE FOUNDATION
10001 N 92ND STREET SUITE 121	SCOTTS DALE	AZ	85258	NONE	509(A)(1)	GENERAL FUND	$10,000
SPECIAL OLYMPICS IDAHO
199 E 52ND ST A	GARDEN CITY	ID	83714	NONE	509(A)(1)	JAZZ CONCERT BENEFIT	$1,000
ST LUKE'S WOOD RIVER FOUNDATION
PO BOX 7005	KETCHUM	ID	83340	NONE	509(A)(1)	EXPAND WOMEN'S HEALTH CARE SERVICES	$100,000
STANFORD UNIVERSITY
PO BOX 20466	STANDFORD	CA	94309	NONE	509(A)(1)	5TH AND FINAL PLEDGE	$200,000
SUN VALLEY WRITER'S CONFERENCE
PO BOX 957	KETCHUM	ID	83340	NONE	509(A)(1)	ANNUAL CONFERENCE FOR WRITERS AND READERS	$14,900
TREY MCINTYRE PROJECT
PO BOX 2698	BOISE	ID	83701	NONE	509(A)(1)	GENERAL FUND	$2,500
UC DAVIS VETERINARY HOSPITAL
ONE SHIELDS AVENUE	DAVIS	CA	95616	NONE	509(A)(1)	OPERATING FUND	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	1414000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$11,686	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$14,772	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	01	ExclusionCode
Exclusion	$3,774	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$34,165	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (4 entries)

DescriptionDescription	Exclusion CodeExclusionCode
ENTERPRISE PRODUCTS PARTNERS LP	14
PLAINS ALL AMERICAN PIPELINE LP	14
BOARDWALK PIPELINE PARTNERS LP	14
THE BLACKSTONE GROUP LP	14

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$64,397	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	64397	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	JULIE ANN WRIGLEY	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	PO BOX 135	AddressLine1
City	KETCHUM	City
State	ID	State
ZIP Code	83340	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	395000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEE	Category
Amount	$7,809	Amount
Net Investment Income	3905	NetInvestmentIncome
Disbursements Charitable Prps	3904	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK	NameOfStock
EOY Book Value	0	EOYBookValue
EOYFMV	0	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	0	BookValue
EOYFMV	0	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

DescriptionDescription	AmountAmount
DONATION NONDEDUCTIBLE PORTION	$6,500
INVESTMENT INCOME BOOK TAX DIFFERENCE	$1,426
REVERSE 2010 INCOME TIMING DIFFERENCE	$19,891

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES	16	0	16
FILING FEES	10	0	10

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	TAX REFUND	Description
Revenue And Expenses Per Books	3774	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	3774	AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	Category
Amount	$4,939	Amount
Net Investment Income	4939	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (63 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (4 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

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