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 06-01-2024 , and ending 05-31-2025

Name of foundation
PRITCHETT FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)ARGENT INST TRUST CO 115 S 84 ST ST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53214

A Employer identification number

48-1210113

B Telephone number (see instructions)

(414) 875-3240

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

$10,752,870J 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	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	283,010		282,970
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		492,052
b	Gross sales price for all assets on line 6a 2,011,920
7	Capital gain net income (from Part IV, line 2)...			492,052
8	Net short-term capital gain.........				0
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).......		2,441	2,441
12	Total. Add lines 1 through 11........	777,503		777,463
13	Compensation of officers, directors, trustees, etc.	106,132		106,132
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	883	0	0	883
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,527	5,559		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	3,162			3,162
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	119,704		111,691	0	4,045
25	Contributions, gifts, grants paid.......	481,671				481,671
26	Total expenses and disbursements. Add lines 24 and 25	601,375		111,691	0	485,716
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	176,128
b	Net investment income (if negative, enter -0-)			665,772
c	Adjusted net income (if negative, enter -0-)...				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.............
	2	Savings and temporary cash investments.........	157,055	109,836	109,836
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......	592,731	595,335	554,424
	c	Investments—corporate bonds (attach schedule).......	8,621,197	8,839,166	10,079,558
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 8,560	List of Attached Documents: // Content 9,052	List of Attached Documents: // Content 9,052
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,379,543	9,553,389	10,752,870
	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........	9,379,543	9,553,389
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	9,379,543	9,553,389
	30	Total liabilities and net assets/fund balances (see instructions).	9,379,543	9,553,389

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) ...............

9,379,543

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

176,128

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

List of Attached Documents:

// Content

8,037

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

9,563,708

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

10,319

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

9,553,389

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	902.935 COLUMBIA FUNDS INTEGRATED LARGE CAP GROWTH FUND - ADV #6966		2016-12-08	2024-06-25
b	529.162 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034		2024-03-25	2024-06-25
c	27.383 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034		2024-03-25	2024-06-25
d	38.887 DODGE & COX STK FD COM		2014-03-31	2024-06-25
e	170.955 HARBOR FD CAP APPRECIATION FD		2014-03-31	2024-06-25
	3283.566 BAIRD CORE PLUS BOND FUND INST #71		2022-02-03	2024-09-04
	806.627 COLUMBIA FUNDS INTEGRATED LARGE CAP GROWTH FUND - ADV #6966			2024-09-04
	1231.29 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS		2018-08-24	2024-09-04
	235.392 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034		2024-03-25	2024-09-04
	191.059 DODGE & COX INTERNATIONAL STOCK FUND CL I		2018-10-26	2024-09-04
	2682.236 DODGE & COX INCOME FUND CL I		2024-03-27	2024-09-04
	66.475 DODGE & COX STK FD COM		2014-03-31	2024-09-04
	924.194 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND		2019-09-25	2024-09-04
	360.569 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND		2019-09-25	2024-09-04
	151.938 HARBOR FD CAP APPRECIATION FD		2014-03-31	2024-09-04
	730.536 HARTFORD FLOATING RATE F #3115		2023-03-23	2024-09-04
	385.281 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #36		2020-12-22	2024-09-04
	253.008 MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R6			2024-09-04
	736.774 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043		2022-09-23	2024-09-04
	108.601 T ROWE PRICE MID-CAP GROWTH FUND CLASS I #524		2010-05-24	2024-09-04
	882.075 TCW EMERGING MARKETS INCOME FUND CLASS I #4721			2024-09-04
	313.306 TCW EMERGING MARKETS INCOME FUND CLASS I #4721			2024-09-04
	3.88 VANGUARD EXPLORER FD - ADM #5024		2021-12-27	2024-09-04
	88.316 VANGUARD EXPLORER FD - ADM #5024		2021-12-27	2024-09-04
	3892.787 VANGUARD BD INDEX FD INC TOT BD MKT INST		2018-08-24	2024-09-04
	615.538 VANGUARD DEVELOPED MARKETS INDEX FUND - ADM #127		2021-12-27	2024-09-04
	114.197 VANGUARD INSTL INDEX FD SH BEN INT		2014-10-16	2024-09-04
	174.733 VANGUARD FTSE ALL-WORLD EX U.S. SMALL CAP INDEX FUND #2284		2022-09-23	2024-09-04
	192.075 VANGUARD EMERGING MARKETS STOCK INDEX FUND ADM #5533		2022-02-03	2024-09-04
	499.144 VANGUARD INTERMEDIATE TERM TREASURY INDEX FUND ADM #1943		2024-03-27	2024-09-04
	173.249 VANGUARD MID CAP INDEX FD CL I #864		2014-10-16	2024-09-04
	4317.236 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS			2024-09-25
	29562.141 COLUMBIA INTEGRATED LARGE CAP VALUE FUND ADVISOR CLASS			2024-09-25
	209.118 DFA US SMALL CAP VALUE PORTFOLIO INSTL #5034		2024-03-25	2024-09-25
	3327.418 COLUMBIA INTEGRATED LARGE CAP GROWTH FUND - INSTL #6968			2024-12-26
	95.774 DODGE & COX STK FD COM		2014-03-31	2024-12-26
	636.618 HARBOR FD CAP APPRECIATION FD			2024-12-26
	10525.307 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND- IS #			2024-12-26
	1028.807 JPMORGAN EQUITY INCOME FUND CLASS I #3128		2024-09-25	2024-12-26
	981.354 BAIRD CORE PLUS BOND FUND INST #71		2022-02-03	2025-03-19
	2356.638 DODGE & COX INCOME FUND CL I		2024-03-27	2025-03-19
	139.44 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043		2024-12-16	2025-03-19
	19973.9 NYLI CANDRIAM EMERGING MARKETS EQUITY FUND CLASS R6 #6043			2025-03-19
	7250.769 TCW EMERGING MARKETS INCOME FUND CLASS I #4721			2025-03-19
	313.528 TCW EMERGING MARKETS INCOME FUND CLASS I #4721		2019-06-26	2025-03-19
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	20,000	13,499	6,501
b	23,770	24,315	-545
c	1,230	1,258	-28
d	10,000	6,681	3,319
e	20,000	9,679	10,321
	34,116	37,334	-3,218
	17,294	13,601	3,693
	17,768	20,427	-2,659
	11,103	10,816	287
	10,141	7,595	2,546
	34,896	33,421	1,475
	17,959	11,421	6,538
	8,253	9,076	-823
	3,220	3,541	-321
	17,099	8,603	8,496
	5,647	5,559	88
	11,474	8,769	2,705
	10,636	8,639	1,997
	7,353	6,373	980
	11,518	5,276	6,242
	5,857	7,092	-1,235
	2,080	2,502	-422
	427	464	-37
	9,713	10,558	-845
	38,383	40,757	-2,374
	10,138	10,101	37
	51,981	19,516	32,465
	5,188	4,094	1,094
	7,041	7,848	-807
	10,163	9,878	285
	12,011	5,286	6,725
	62,773	55,311	7,462
	429,834	450,439	-20,605
	10,000	9,609	391
	75,000	55,989	19,011
	25,000	16,455	8,545
	75,000	36,377	38,623
	287,025	246,329	40,696
	25,000	26,481	-1,481
	10,000	11,158	-1,158
	30,000	29,364	636
	1,513	1,466	47
	216,717	174,296	42,421
	47,928	60,474	-12,546
	2,072	2,624	-552
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914
			285,914

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			6,501
b			-545
c			-28
d			3,319
e			10,321
			-3,218
			3,693
			-2,659
			287
			2,546
			1,475
			6,538
			-823
			-321
			8,496
			88
			2,705
			1,997
			980
			6,242
			-1,235
			-422
			-37
			-845
			-2,374
			37
			32,465
			1,094
			-807
			285
			6,725
			7,462
			-20,605
			391
			19,011
			8,545
			38,623
			40,696
			-1,481
			-1,158
			636
			47
			42,421
			-12,546
			-552

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	492,052
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

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	9,254
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	0
3	Add lines 1 and 2...........................	3	9,254
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	9,254
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,984
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,984
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	5,270
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

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

The books are in care of right arrow

Midwest Institutional Trust Telephone no. right arrow

(404) 255-1957

Located at right arrow

10700 RESEARCH DRIVE SUITE 205WAUWATOSAWI ZIP+4 right arrow

532263460

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)

Yes

(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
MIDWEST INSTITUTIONAL TRUST	TRUSTEE 7	106,132
115 S 84TH ST STE 325 MILWAUKEE,WI53214	TRUSTEE 7	106,132

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...................				0

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


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...................

10,444,561

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

141,380

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

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

10,585,941

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.........................

10,585,941

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

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

158,789

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

10,427,152

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

521,358

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..................

521,358

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

9,254

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

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

9,254

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

512,104

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

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

512,104

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

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

512,104

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 ..........

485,716

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. .......

485,716

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					512,104
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				481,671
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 485,716
a Applied to 2023, but not more than line 2a				481,671
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					4,045
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(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		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
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......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					508,059
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) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

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 e-mail address of the person to whom applications should be addressed:

JENNIFER SCHNEIDER
4726 EAST TOWNE BOULEVARD
MADISON,WI53704
(602) 232-2012

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

N/A

cAny submission deadlines:

N/A

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

AVAILABLE TO 501 (C) 3 ORGANIZATIONS BENEFITING CHILDREN, YOUTH, AND FAMILIES

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
THE FAMILY RESOURCE CENTER 1600 N WALNUT PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	5,000
QUILTS OF VALOR PO BOX 191 WINTERSET,IA50273	NONE	PC	GENERAL SUPPORT	3,000
BIG BROTHERS BIG SISTERS 624 W DOUGLAS WICHITA,KS67203	NONE	PC	GENERAL SUPPORT	3,205
FOSTERING CONNECTIONS PO BOX 1011 FRONTENAC,KS66763	NONE	PC	GENERAL SUPPORT	3,000
FRONTENAC ELEMENTARY JUNIOR HIGH HIGH SCHOOL 208 S CAYUGA FRONTENAC,KS66763	NONE	PC	GENERAL SUPPORT	11,616
CITY OF PITTSBURG PARKS & RECREATION 710 W 9TH ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	25,000
ST MARY'S COLGAN HIGH SCHOOL 212 E 9TH ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	35,000
CHURCH OF THE NAZARENE - CELEBRATE RECOVERY 17001 PRAIRIE STAR PARKWAY LENEXA,KS66220	NONE	PC	GENERAL SUPPORT	4,750
DBLO ASSOCIATION 7054 NE 80TH WEIR,KS66781	NONE	PC	GENERAL SUPPORT	10,000
MCCUNE LIONS CLUB LIONS FOUNDATION 876 S 30TH ST McCune,KS66753	NONE	PC	GENERAL SUPPORT	7,500
HOMER COLE COMMUNITY CENTER 3003 N JOPLIN ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	5,000
FAMILIES AND CHILDERN TOGETHER 411 E MADISON ST Pittsburg,KS66762	NONE	PC	GENERAL SUPPORT	25,000
GIRARD COMMUNITY FOOD PANTRY 200 SOUTH OZARK STREET PITTSBURG,KS66743	NONE	PC	GENERAL SUPPORT	3,000
Children's Advocacy Center 123 W ADAMS Pittsburg,KS66762	NONE	PC	GENERAL SUPPORT	6,700
FRIENDS OF HISTORIC GIRARD HISTORY MUSEU 300 S SUMMIT PO BOX 132 Girard,KS66743	NONE	PC	GENERAL SUPPORT	2,339
NORTHEAST ELEMENTARY SCHOOL 201 N WEST ST ARMA,KS66712	NONE	PC	GENERAL SUPPORT	15,000
SACRED HEART COMMUNITY FOOD PANTRY 100 S CHEROKEE ST Frontenac,KS66763	NONE	PC	GENERAL SUPPORT	6,000
MCCUNE OSAGE TOWNSHIP LIBRARY 509 6TH ST MCCUNE,KS66753	NONE	PC	GENERAL SUPPORT	2,570
COVENANT HARVEST CHURCH 615 SOUTH HIGHWAY 69 Pittsburg,KS66762	NONE	PC	GENERAL SUPPORT	25,000
MEADOWLARK ELEMENTARY 1122 N 159TH ST WICHITA,KS67230	NONE	PC	GENERAL SUPPORT	63,949
BOY SCOUTS OF AMERICA - OZT COUNCIL 1325 W WALNUT HILL LANE IRVING,TX75038	NONE	PC	GENERAL SUPPORT	6,000
CLASS LTD 1200 MERLE EVANS DRIVE PO BOX 266 Columbus,KS66725	NONE	PC	GENERAL SUPPORT	2,400
POINT FORWARD - WASHINGTON ELEMENTARTY SCHOOL 1202 N RIDGEVIEW RD OLATHE,KS66061	NONE	PC	GENERAL SUPPORT	40,000
SOUTHEAST KANSAS RECYCLING INC 615 S JOPLIN ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	15,000
ST PIUS X CATHOLIC STUDENT CENTER PSU 301A EAST CLEVELAND PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	1,771
PSU SKILLED WORKFORCE SCHOLARSHIPS 1701 S BROADWAY ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	60,000
GIRARD MIDDLE SCHOOL AND HIGH SCHOOL 415 N SUMMIT ST GIRARD,KS66743	NONE	PC	GENERAL SUPPORT	18,615
GIRARD MEDICAL CENTER FOUNDATION 302 NORTH HOSPITAL DRIVE GIRARD,KS66743	NONE	PC	GENERAL SUPPORT	12,500
ARMA CITY LIBRARY 508 E WASHINGTON ST ARMA,KS66712	NONE	PC	GENERAL SUPPORT	1,096
WESLEY HOUSE 411 E 12TH ST PITTSBURG,KS66762	NONE	PC	GENERAL SUPPORT	5,160
SOUTHEAST ELEMENTARY SCHOOL 303 S HUMBERT ST WEIR,KS66781	NONE	PC	GENERAL SUPPORT	46,500
THE SALVATION ARMY 615 SLATERS LANE ALEXANDRIA,VA22314	NONE	PC	GENERAL SUPPORT	10,000
Total ................................. 3a				481,671

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 ...........
4 Dividends and interest from securities ....			14	283,010
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	492,052
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER REVENUE			14	2,441
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				777,503

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

777,503

(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 AccountingFeesSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	883			883

- TIN:

TY 2024 OtherAssetsSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ACCRUALS	8,560	9,052	9,052

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Description	Amount
2024 TRANSACTIONS POSTED IN 2025	8,151
CURRENT YEAR WASH SALE ADJUSTMENT	2,168

- TIN:

TY 2024 OtherExpensesSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE -	2,722	0		2,722
OTHER NON-ALLOCABLE EXPENSE -	440	0		440

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Description	Amount
2023 TRANSACTIONS POSTED IN 2024	7,546
COST BASIS ADJUSTMENTS	491

- TIN:

TY 2024 TaxesSchedule

Name:

PRITCHETT FOUNDATION

EIN:

48-1210113

Category	Amount	Net Investment Income
FEDERAL ESTIMATES - INCOME	3,968	0
FOREIGN TAXES ON QUALIFIED FOR	2,977	2,977
FOREIGN TAXES ON NONQUALIFIED	2,582	2,582