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JULIE ANN WRIGLEY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JULIE ANN WRIGLEY FOUNDATION INC (EIN 03-0395312)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-22
IRS object ID
202602659349100625
Schema version
2025v4.0
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)
Return2026-09-22T17:11:51-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER J BECKERPreparerPersonNm
PTINP00327743PTIN
Phone2087889595PhoneNum
Preparation2026-09-22PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$505,434FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$467,830ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,975DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,975DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,975DividendsAdjNetIncmAmt
Total Rev And Expnss$475,807TotalRevAndExpnssAmt
Total Net Invst Incm$7,977TotalNetInvstIncmAmt
Total Adj Net Incm$7,977TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,580AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$790AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$790AccountingFeesChrtblPrpsAmt
Trav Conf Meeting Rev And Expnss$1,001TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$6,600OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$790TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$790TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$224,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$224,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$233,331TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$790TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$224,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$242,476ExcessRevenueOverExpensesAmt
Net Investment Income$7,187NetInvestmentIncomeAmt
Adjusted Net Income$7,977AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,868CashBOYAmt
Cash EOY$25,642CashEOYAmt
Cash EOYFMV$25,642CashEOYFMVAmt
Acct Rcvbl$1,750AcctRcvblAmt
Acct Rcvbl EOY$1,750AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,750AcctRcvblEOYFMVAmt
Other Investments BOY$226,386OtherInvestmentsBOYAmt
Other Investments EOY$471,338OtherInvestmentsEOYAmt
Other Investments EOYFMV$478,042OtherInvestmentsEOYFMVAmt
Total Assets BOY$256,254TotalAssetsBOYAmt
Total Assets EOY$498,730TotalAssetsEOYAmt
Total Assets EOYFMV$505,434TotalAssetsEOYFMVAmt
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-$3,640,240RetainedEarningBOYAmt
Retained Earning EOY-$3,397,764RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$256,254TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$498,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$256,254TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$498,730TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$256,254TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$242,476ExcessRevenueOverExpensesAmt
Subtotal$498,730SubtotalAmt
Tot Net Ast Or Fund Balances EOY$498,730TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$100InvestmentIncomeExciseTaxAmt
Subtotal$100SubtotalAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$402EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$402TotalPaymentsAndCreditsAmt
Overpayment$302OverpaymentAmt
Applied To ES Tax$302AppliedToESTaxAmt

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
Phone8179015080PhoneNum

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 135KETCHUMID83340PRESIDENT1.00$0$0$0
BRIAN COLLINS
2569 SAN ELIJO AVENUECARDIFFCA92077SECRETARY/TR1.00$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$181,328AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$245,591TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$245,591AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,684CashDeemedCharitableAmt
Net Vl Noncharitable Assets$241,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$100TaxBasedOnInvestmentIncomeAmt
Total Tax$100TotalTaxAmt
Distributable Before Adj$11,995DistributableBeforeAdjAmt
Distributable Before Ded$11,995DistributableBeforeDedAmt
Distributable As Adjusted$11,995DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$224,940ExpensesAndContributionsAmt
Qualifying Distributions$224,940QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,995DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$450,565ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$411,798ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$349,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,314ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$601,664ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,920,031TotalExcessDistributionCyovAmt
Qualifying Distributions$224,940QualifyingDistributionsAmt
Applied To Current Year$11,995AppliedToCurrentYearAmt
Remaining Distri From Corpus$212,945RemainingDistriFromCorpusAmt
Total Corpus$2,132,976TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$450,565ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,682,411ExcessDistriCyovToNextYrAmt
Excess From Year4$411,798ExcessFromYear4Amt
Excess From Year3$349,690ExcessFromYear3Amt
Excess From Year2$106,314ExcessFromYear2Amt
Excess From Year1$601,664ExcessFromYear1Amt
Excess From Current Year$212,945ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
SUN VALLEY MUSIC FESTIVAL
PO BOX 1914SUN VALLEYID83353PCGENERAL FUND$24,500
BALLET SUN VALLEY
PO BOX 555SUN VALLEYID83353PCGENERAL FUND$8,750
SUN VALLEY WRITER'S CONFRENCE
PO BOX 957KETCUMID83340PCGENERAL FUND$28,400
ASU FOUNDATION - WOMEN AND PHILANTH
PO BOX 2260TEMPEAZ85280PCGENERAL FUND$1,000
ENVIROMENTAL RESOURCE CENTER
471 WASHINGTON AVEKETCHUMID83340PCGENERAL FUND$1,000
WOOD RIVER COMMUNITY YMCA
101 SADDLE RDKETCHUMID83340PCGENERAL FUND$25,000
ARIZONA PBS
555 NORTH CENTRAL AVENUEPHOENIXAZ850041252PCGENERAL FUND$10,000SUITE 500
ST LUKES WOOD RIVER FOUNDATION
100 HOSPITAL DRKETCHUMID83340PCGENERAL FUND$100,000
BARROW'S NEUROLOGICAL FOUNDATION
2910 N 3RD AVE SUITE 450PHOENIXAZ85013PCGENERAL FUND$25,000
MOUNTAIN HUMANE
129 BOWLING GAP CIRBLAIRSVILLEGA30512PCGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$224,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,975ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,977ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,977TotalIncomeProducingActyAmt

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$467,830TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1500 SH ALPHABET INC$161,8202025-11-25
1464 SH BROADCOM INC$178,6542025-11-25
1267 SH MICROSOFT CORP$127,3562025-11-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,580Amt
Net Investment Income$790NetInvestmentIncomeAmt
Disbursements Charitable Prps$790DisbursementsCharitablePrpsAmt

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$471,338BookValueAmt
EOYFMV$478,042EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
ND PORTION OF DONATIONS$6,600

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