Julie Ann Wrigley Foundation Inc in Seattle, Washington (WA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Organizations performing similar types of work
Julie Ann Wrigley Foundation Inc | |
Employer Identification Number (EIN) | 030395312 |
Name of Organization | Julie Ann Wrigley Foundation Inc |
In Care of Name | Peterson Sullivan Llp |
Address | 601 Union St Ste 2300, Seattle, WA 98101-2317 |
Subsection | Charitable Organization |
Ruling Date | 05/2002 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $25,000 to $99,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $73,731 |
Amount of Income | $400,003 |
Form 990 Revenue Amount | $459,397 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations |
Non-representatives - add comments:
Amount of income in 2013: $400,003 (it was $1,300,003 in 2012)
This organization: | $400,003 |
Other organizations performing similar types of work: | $103,138 |
Assets in 2013: $73,731 (it was $59,355 in 2012)
This organization: | $73,731 |
Other organizations performing similar types of work: | $338,623 |
Expenses in 2012: $1,271,937
Julie Ann Wrigley Foundation Inc: | $1,271,937 |
Other organizations performing similar types of work: | $46,867 |
Income to expenses ratio in 2012: 0.3
This organization: | 0.3 |
Other organizations performing similar types of work: | 1.1 |
Grants share in income in 2012: 100.0%
Julie Ann Wrigley Foundation Inc: | 100.0% |
Other organizations performing similar types of work: | 79.6% |
Revenue for 2012
Expenses for 2012
Analysis of Revenue and Expenses (for 2012) | ||||
Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
---|---|---|---|---|
Total revenue | $1,300,003 | $3 | $0 | |
Contributions, gifts, grants, etc., received | $1,300,000 | |||
Interest on savings and temporary cash investments | $3 | |||
Dividends and interest from securities | $0 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $1,271,937 | $1,239 | $0 | $1,270,698 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $2,507 | $1,239 | $1,268 | |
Contributions, gifts, grants paid | $1,269,430 | |||
Excess of revenue over expenses and disbursements | $28,066 | |||
Net investment income | $0 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $59,355 | $59,355 |
Cash - non-interest-bearing | $0 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Other | $59,355 | |
Total liabilities | $1 | |
Mortgages and other notes payable | $0 | |
Other | $1 | |
Total liabilities and net assets/fund balances | $59,355 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $0 |
Excise Tax Based on Investment Income (for 2012) | |
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
Tax based on investment income | $0 |
Total credits and payments | $1,725 |
2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,725 |
Exempt foreign organizations-tax withheld at source | $0 |
Tax paid with application for extension of time to file (Form 8868) | $0 |
Backup withholding erroneously withheld | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $0 |
Overpayment | $1,725 |
Amount to be credited to 2013 estimated tax | $1,725 |
Statements Regarding Activities (for 2012) | |
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
During the year did the foundation (either directly or indirectly): | |
Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
Agree to pay money or property to a government official? | No |
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
During the year did the foundation pay or incur any amount to: | |
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
Provide a grant to an individual for travel, study, or other similar purposes? | No |
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
Minimum Investment Return (for 2012) | |
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $107,943 |
Net value of noncharitable-use assets | $106,320 |
Minimum investment return | $5,316 |
Distributable Amount (for 2012) | |
Distributable amount | $5,316 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $5,316 |
Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
Private Operating Foundations (for 2012) | |||||
2012 | 2011 | 2010 | 2009 | Total | |
---|---|---|---|---|---|
The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
Value of all assets | $0 | $0 | $0 | $0 | $0 |
Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
Gross investment income | $0 | $0 | $0 | $0 | $0 |
Unrelated Trade or Business Income (for 2008) | |||
Income | Expenses | Net | |
---|---|---|---|
Total | $5,925 | $0 | $5,925 |
Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
Cost of goods sold | $0 | $0 | $0 |
Gross profit | $0 | $0 | $0 |
Capital gain net income | $0 | $0 | $0 |
Net gain | $0 | $0 | $0 |
Capital loss deduction for trusts | $0 | $0 | $0 |
Income (loss) from partnerships and S corporations | $0 | $0 | $0 |
Rent income | $0 | $0 | $0 |
Unrelated debt-financed income | $0 | $0 | $0 |
Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
Exploited exempt activity income | $0 | $0 | $0 |
Advertising income | $0 | $0 | $0 |
Other income | $5,925 | $0 | $0 |
Deductions Not Taken Elsewhere (for 2008) | |
Total deductions | $493 |
Compensation of officers, directors, and trustees | $0 |
Salaries and wages | $0 |
Repairs and maintenance | $0 |
Bad debts | $0 |
Interest | $0 |
Taxes and licenses | $0 |
Charitable contributions | $0 |
Depreciation | $0 |
Depletion | $0 |
Contributions to deferred compensation plans | $0 |
Employee benefit programs | $0 |
Excess exempt expenses | $0 |
Excess readership costs | $0 |
Other deductions | $0 |
Unrelated business taxable income | $4,432 |
Unrelated business taxable income before net operating loss deduction | $5,432 |
Net operating loss deduction | $0 |
Unrelated business taxable income before specific deduction | $5,432 |
Specific deduction | $1,000 |
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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | The Sessions Family Foundation | 411 University St Ste 1200, Seattle, WA 98101-2519 | WA | 2008-06 | $10,257,843 |
2 | The Firoz And Najma Lalji Foundation | 10655 Ne 4th St Ste 700, Bellevue, WA 98004-5039 | WA | 2008-03 | $9,214,286 |
3 | Norman Archibald Charitable Foundation | 1326 5th Ave Ste 623, Seattle, WA 98101-2629 | WA | 2013-06 | $8,975,401 |
4 | R B And Ruth H Dunn Charitable Foundation | PO BOX 82222, Kenmore, WA 98028-0222 | WA | 2012-03 | $8,367,688 |
5 | Wendt Family Charitable Foundation | 560 Warbass Way, Friday Harbor, WA 98250-8043 | WA | 2009-09 | $6,620,879 |
6 | Suskin Foundation | 11665 Holmes Pt Dr Ne, Kirkland, WA 98034-3445 | WA | 2000-05 | $5,084,087 |
7 | Robert B Mcmillen Foundation, Mcmillen Foundation | PO BOX 176, Cle Elum, WA 98922-0176 | WA | 2003-08 | $4,092,154 |
8 | The Longbrake Family Foundation | 2000 1st Ave Apt 2601, Seattle, WA 98121-2172 | WA | 2001-02 | $3,157,953 |
9 | David And Patricia Giuliani Family Foundation | 1960 82nd Ave Se, Mercer Island, WA 98040-2216 | WA | 2013-01 | $2,990,084 |
10 | Sahsen Foundation | 1420 5th Ave Ste 4100, Seattle, WA 98101-2375 | WA | 2010-03 | $2,921,245 |
11 | Vatheuer Family Foundation Inc | PO BOX 544, Hobart, WA 98025-0544 | WA | 1996-10 | $2,898,280 |
12 | Svanees Foundation | PO BOX 77012, Seattle, WA 98177-0012 | WA | 2015-02 | $2,848,342 |
13 | Hazel Miller Foundation | 1000 Second Avenue 34th Floor, Seattle, WA 98104-1094 | WA | 2010-05 | $2,431,198 |
14 | The Tod And Maxine Mcclaskey Foundation | PO BOX 61963, Vancouver, WA 98666-1963 | WA | 2001-01 | $2,422,044 |
15 | The Nysether Family Foundation | PO BOX 1201, Everett, WA 98206-1201 | WA | 2001-01 | $2,416,946 |
16 | Gow Family Foundation | 11624 Se 5th St Ste 200, Bellevue, WA 98005-3590 | WA | 2013-02 | $2,137,237 |
17 | Summit Family Irrv Washington Foundation Trust, Hirshfield James A & Mary J Co-Ttee | PO BOX 637, Mercer Island, WA 98040-0637 | WA | 2000-01 | $1,944,549 |
18 | Whatley Foundation, Julian Anthony Whatley Iii Ttee | 830 Hillside Dr E, Seattle, WA 98112-5060 | WA | 2009-03 | $1,655,426 |
19 | Zeneth F Ward & Lanetta S Ward Foundation Inc | 12313 Nw 43rd Ct, Vancouver, WA 98685-2185 | WA | 2000-03 | $1,576,330 |
20 | Winter Cove Foundation | 10885 Ne 4th St Ste 320, Bellevue, WA 98004-5525 | WA | 2008-12 | $1,566,959 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 20,448 |
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