TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
ANNIE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)8433 E DOUGLAS
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WICHITA, KS67207

A Employer identification number

48-1128251

B Telephone number (see instructions)

(316) 683-3024

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,207,220J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	663
2	Check .............
3	Interest on savings and temporary cash investments	466		466
4	Dividends and interest from securities...	7,435		7,435
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		219
b	Gross sales price for all assets on line 6a 85,729
7	Capital gain net income (from Part IV, line 2)...			219
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	8,783		8,120
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,599
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,026
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	1,538		1,538
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	4,163		0	1,538
25	Contributions, gifts, grants paid.......	27,040			27,040
26	Total expenses and disbursements. Add lines 24 and 25	31,203		0	28,578
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-22,420
b	Net investment income (if negative, enter -0-)			8,120
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,185	11,238	11,238
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	248,136	List of Attached Documents: // Content 223,663	259,039
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 628,063	List of Attached Documents: // Content 628,063	List of Attached Documents: // Content 936,943
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	885,384	862,964	1,207,220
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	885,384	862,964
	29	Total net assets or fund balances (see instructions).....	885,384	862,964
	30	Total liabilities and net assets/fund balances (see instructions).	885,384	862,964

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

885,384

Enter amount from Part I, line 27a .....................

-22,420

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

862,964

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

862,964

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	AMER ELEC PWR CO INC	P	2023-12-20	2024-02-29
b	CELANESE CORP DEL A	P	2023-07-13	2024-04-24
c	FIDELITY NATL INFO SVCS	P	2023-07-26	2024-02-29
d	LAM RESEARCH CORPORATION	P	2023-07-13	2024-02-29
e	PEPSICO INC	P	2023-07-13	2024-03-13
	STARBUCKS CORP	P	2023-12-20	2024-06-26
	VICI PROPERTIES INCACCUMULATED PAYDO	P	2023-07-13	2024-09-23
	AMER WATER WORKS COMPANY	P	2024-09-18	2024-09-23
	CELANESE CORP DEL A	P	2024-10-09	2024-11-08
	GENUINE PARTS CO	P	2023-07-13	2024-02-21
	LAM RESEARCH CORPORATION	P	2024-08-07	2024-09-23
	PEPSICO INC	P	2023-07-13	2024-04-03
	SYSCO CORP	P	2023-07-13	2024-02-29
	AMPHENOL CORP CL A NEW	P	2023-09-06	2024-06-05
	CELANESE CORP DEL A	P	2024-10-30	2024-11-08
	HOME DEPOT INC	P	2023-07-13	2024-02-29
	LAMB WESTON HLDGS INC	P	2024-04-24	2024-08-07
	PEPSICO INC	P	2023-07-13	2024-05-15
	SYSCO CORP	P	2023-07-13	2024-09-23
	AMPHENOL CORP CL A NEW	P	2023-11-15	2024-06-05
	CELANESE CORP DEL A	P	2023-07-13	2024-11-08
	HOME DEPOT INC	P	2024-07-17	2024-09-23
	MEDTRONIC PLC	P	2023-07-13	2024-02-29
	PEPSICO INC	P	2023-10-18	2024-05-15
	SYSCO CORP	P	2023-07-13	2024-10-30
	AMPHENOL CORP CL A NEW	P	2023-09-06	2024-09-23
	CHEVRON CORP	P	2023-08-16	2024-02-29
	INTL BUSINESS MACHS CORP	P	2023-12-20	2024-02-29
	MEDTRONIC PLC	P	2023-07-13	2024-09-23
	PHILLIPS 66	P	2023-07-13	2024-02-29
	TARGET CORP	P	2023-07-13	2024-02-29
	ANALOG DEVICES INC	P	2023-07-13	2024-02-29
	CHUBB LTD	P	2023-10-18	2024-02-29
	INTL BUSINESS MACHS CORP	P	2023-07-26	2024-03-13
	MERCK & COMPANY INC	P	2023-07-13	2024-02-29
	PHILLIPS 66	P	2023-07-13	2024-10-30
	TARGET CORP	P	2024-08-28	2024-09-23
	APPLE INC	P	2023-07-13	2024-02-29
	CISCO SYSTEMS INC	P	2023-07-13	2024-07-17
	INTL BUSINESS MACHS CORP	P	2023-12-20	2024-03-13
	METLIFE INC	P	2023-07-13	2024-02-29
	POOL CORP	P	2024-09-18	2024-09-23
	TRACTOR SUPPLY CO	P	2023-07-13	2024-02-29
	APPLE INC	P	2023-07-13	2024-09-23
	COMCAST CORP A NEW	P	2023-08-16	2024-02-29
	INTL BUSINESS MACHS CORP	P	2024-06-26	2024-09-23
	MICROSOFT CORP	P	2023-11-15	2024-02-29
	PROLOGIS INC	P	2023-07-13	2024-08-28
	TRACTOR SUPPLY CO	P	2023-07-13	2024-10-09
	BEST BUY COMPANY INC	P	2023-07-13	2024-02-29
	COMCAST CORP A NEW	P	2023-07-13	2024-12-11
	INTERPUBLIC GROUP	P	2023-07-13	2024-02-29
	MICROSOFT CORP	P	2023-11-15	2024-09-23
	SMITH AO	P	2023-07-13	2024-02-29
	UNION PACIFIC CORP	P	2023-07-13	2024-02-29
	BROADCOM INC	P	2023-07-13	2024-02-29
	COMCAST CORP A NEW	P	2023-08-16	2024-12-11
	INTERPUBLIC GROUP	P	2024-01-10	2024-09-18
	MORGAN STANLEY	P	2024-08-28	2024-09-23
	SMITH AO	P	2023-07-13	2024-04-24
	UNION PACIFIC CORP	P	2023-07-13	2024-04-24
	BROADCOM INC	P	2023-07-13	2024-03-13
	COMCAST CORP A NEW	P	2023-09-27	2024-12-11
	INTERPUBLIC GROUP	P	2023-07-13	2024-09-18
	PHILIP MORRIS INTL INC	P	2024-06-05	2024-09-23
	SMITH AO	P	2023-07-13	2024-08-07
	UNITEDHEALTH GROUP INC	P	2023-07-13	2024-02-29
	BROADCOM INC	P	2023-07-13	2024-09-23
	FASTENAL CO	P	2023-07-13	2024-01-10
	JPMORGAN CHASE & CO	P	2023-07-13	2024-02-29
	PHILIP MORRIS INTL INC	P	2024-06-05	2024-10-09
	SMITH AO	P	2023-07-13	2024-08-08
	UNITEDHEALTH GROUP INC	P	2023-07-13	2024-09-23
	BRISTOL MYERS SQUIBB CO	P	2023-07-13	2024-01-31
	FASTENAL CO	P	2023-07-13	2024-02-29
	JOHNSON & JOHNSON	P	2023-07-13	2024-09-23
	PAYCHEX INC	P	2023-07-13	2024-02-29
	STARBUCKS CORP	P	2023-07-26	2024-02-29
	VERIZON COMMNS INC	P	2024-02-21	2024-02-29
	BRISTOL MYERS SQUIBB CO	P	2023-08-16	2024-01-31
	FASTENAL CO	P	2023-07-13	2024-03-13
	L3HARRIS TECHS INC	P	2024-05-15	2024-09-23
	PAYCHEX INC	P	2023-07-13	2024-04-24
	STARBUCKS CORP	P	2023-07-13	2024-06-26
	VERIZON COMMNS INC	P	2024-04-03	2024-09-23
	CELANESE CORP DEL A	P	2023-07-13	2024-02-29
	FASTENAL CO	P	2023-07-13	2024-09-23
	LAM RESEARCH CORPORATION	P	2023-07-13	2024-02-21
	PEPSICO INC	P	2023-07-13	2024-02-29
	STARBUCKS CORP	P	2023-07-26	2024-06-26
	VICI PROPERTIES INCACCUMULATED PAYDO	P	2023-07-13	2024-02-29

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	676	654	22
b	2,014	1,588	426
c	553	493	60
d	938	638	300
e	828	920	-92
	946	1,155	-209
	564	540	24
	443	447	-4
	770	1,198	-428
	3,608	4,176	-568
	784	776	8
	851	920	-69
	405	367	38
	396	263	133
	599	890	-291
	381	316	65
	1,348	1,942	-594
	2,156	2,209	-53
	304	293	11
	793	536	257
	1,797	2,566	-769
	392	374	18
	501	524	-23
	1,437	1,295	142
	3,869	3,815	54
	395	263	132
	457	482	-25
	740	647	93
	629	612	17
	569	412	157
	609	535	74
	575	589	-14
	502	432	70
	393	281	112
	639	536	103
	978	825	153
	466	471	-5
	720	761	-41
	4,008	4,238	-230
	590	485	105
	488	413	75
	737	743	-6
	509	437	72
	679	570	109
	598	654	-56
	660	517	143
	1,228	1,111	117
	3,292	3,227	65
	900	655	245
	403	407	-4
	2,860	3,044	-184
	530	665	-135
	434	370	64
	580	514	66
	508	418	90
	1,304	885	419
	437	514	-77
	843	883	-40
	307	306	1
	1,127	954	173
	689	627	62
	1,257	885	372
	993	1,112	-119
	2,935	3,677	-742
	605	519	86
	891	808	83
	493	453	40
	344	177	167
	817	752	65
	924	744	180
	839	726	113
	2,657	2,422	235
	573	453	120
	1,827	2,316	-489
	659	521	138
	326	316	10
	369	356	13
	567	613	-46
	519	532	-13
	839	1,044	-205
	751	579	172
	474	444	30
	1,093	1,069	24
	2,444	3,149	-705
	489	470	19
	608	489	119
	502	405	97
	895	638	257
	497	552	-55
	237	307	-70
	569	604	-35

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			22
b			426
c			60
d			300
e			-92
			-209
			24
			-4
			-428
			-568
			8
			-69
			38
			133
			-291
			65
			-594
			-53
			11
			257
			-769
			18
			-23
			142
			54
			132
			-25
			93
			17
			157
			74
			-14
			70
			112
			103
			153
			-5
			-41
			-230
			105
			75
			-6
			72
			109
			-56
			143
			117
			65
			245
			-4
			-184
			-135
			64
			66
			90
			419
			-77
			-40
			1
			173
			62
			372
			-119
			-742
			86
			83
			40
			167
			65
			180
			113
			235
			120
			-489
			138
			10
			13
			-46
			-13
			-205
			172
			30
			24
			-705
			19
			119
			97
			257
			-55
			-70
			-35

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	219
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	818

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	113
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	113
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	113
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	640
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	640
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	527
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax527	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

DUNNING ASSOCIATES CPAS LLC Telephone no. right arrow

(316) 264-7203

Located at right arrow

567 W DOUGLAS AVEWICHITAKS ZIP+4 right arrow

67213

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ANN E GARVEY	TRUSTEE 1.00	0	0	0
8433 E DOUGLAS WICHITA,KS67207	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

260,410

Average of monthly cash balances.......................

15,788

Fair market value of all other assets (see instructions)................

858,946

Total (add lines 1a, b, and c).........................

1,135,144

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,135,144

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

17,027

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,118,117

Minimum investment return. Enter 5% (0.05) of line 5................

55,906

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

55,906

Tax on investment income for 2024 from Part V, line 5 .......

113

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

113

Distributable amount before adjustments. Subtract line 2c from line 1............

55,793

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

55,793

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

55,793

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

28,578

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

28,578

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7		55,793
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......	8,731
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 28,578
a Applied to 2023, but not more than line 2a	8,731
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....		19,847
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........		35,946
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SECOND CHURCH OF CHRIST SCIENTIST 4501 E DOUGLAS AVE WICHITA,KS67218	NONE	PC	CHURCH OPERATIONS	400
KMUW 121 N MEAD STE 200 WICHITA,KS672022747	NONE	PC	PUBLIC RADIO PROGRAMMING	490
RADIO KANSAS 815 N WALNUT SUITE 300 HUTCHINSON,KS67501	NONE	PC	PUBLIC RADIO	3,550
PBS KANSAS PO BOX 783100 WICHITA,KS67278	NONE	PC	PUBLIC TELEVISION PROGRAMMING	3,000
WICHITA STATE UNIVERSITY FOUNDATION 1845 FAIRMOUNT STREET WICHITA,KS67260	NONE	PC	SPONSOR VISITING GUEST ARTIST	5,000
ARTS COUNCIL INC 334 N MEAD WICHITA,KS67202	NONE	PC	GENERAL OPERATIONS	200
DUNBAR THEATRE 1007 N CLEVELAND WICHITA,KS67214	NONE	PC	THEATRE OPERATIONS	250
FRIENDS UNIVERSITY 2100 W UNIV AVE WICHITA,KS67213	NONE	PC	SCHOLARSHIP FUND	500
HARVESTER ARTS 120 E 1ST ST N SUITE 115 WICHITA,KS67202	NONE	PC	ART PROGRAMMING	5,000
IWO COMMUNITY 236 CLUBHOUSE DRIVE UNIT PALATINE,IL60074	NONE	PC	GENERAL OPERATIONS	250
JUNIPER ARTS ACADEMY 200 N BROADWAY AVE STE 110 WICHITA,KS67202	NONE	PC	ART PROGRAMMING	250
MID AMERICA ARTS ALLIANCE 2018 BALTIMORE AVE KANSAS CITY,MO64108	NONE	PC	GENERAL OPERATIONS	1,500
MUSIC YOUTH PARTNERSHIP 2120 W 25TH ST NORTH WICHITA,KS67204	NONE	PC	MUSIC MENTORSHIP FOR YOUTH	100
RIVERSIDE CHRSTIAN CHURCH 1001 LITCHFIELD N WICHITA,KS67203	NONE	PC	CHURCH OPERATIONS	125
ROXY'S 412 2 E DOUGLAS AVE 1 WICHITA,KS67202	NONE	PC	GENERAL OPERATIONS	200
STORYTIME VILLAGE 2821 E 24TH ST N WICHITA,KS67219	NONE	PC	GENERAL OPERATIONS	100
THE COMMUNITY VOICE 2918 E DOUGLAS AVE WICHITA,KS67214	NONE	PC	NEWS EMPOWERING BLACK VOICES	100
THE KANSAS AFRICAN AMERICAN MUSEUM 601 N WATER ST WICHITA,KS67203	NONE	PC	MUSEUM OPERATIONS	5,000
THE ORPHEUM THEATRE 200 N BROADWAY ST WICHITA,KS67202	NONE	PC	THEATRE OPERATIONS	1,000
WILLIAM & FUDGE INC 300 CHATHAM AVE ROCK HILL,SC29730	NONE	PC	STUDENT LOAN PAYOFF FINANCIAL HARDSH	25
Total ................................. 3a				27,040

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	466
4 Dividends and interest from securities ....			14	7,435
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	219
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				8,120

13Total. Add line 12, columns (b), (d), and (e)..................

8,120

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ANNIE FOUNDATION

EIN:

48-1128251

Name of Stock	End of Year Book Value	End of Year Fair Market Value
BAIRD MARKETABLE SECURITIES	223,663	259,039

- TIN:

TY 2024 OtherAssetsSchedule

Name:

ANNIE FOUNDATION

EIN:

48-1128251

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
GOLD MAPLE LEAF COINS	628,063	628,063	936,943

- TIN:

TY 2024 OtherExpensesSchedule

Name:

ANNIE FOUNDATION

EIN:

48-1128251

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
CONTRACT LABOR	1,538			1,538

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ANNIE FOUNDATION

EIN:

48-1128251

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ADVISORY FEES	1,599

- TIN:

TY 2024 TaxesSchedule

Name:

ANNIE FOUNDATION

EIN:

48-1128251

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX ON INVESTMENT INCOME	1,026