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
ANN MCCONAHAY EDUCATIONAL FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2244
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ALLIANCE, OH446010244

A Employer identification number

34-1550065

B Telephone number (see instructions)

(330) 428-0738

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

$1,561,346J 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...	31,333		31,332
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		110,436
b	Gross sales price for all assets on line 6a 468,934
7	Capital gain net income (from Part IV, line 2)...			110,436
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).......
12	Total. Add lines 1 through 11........	141,769		141,768
13	Compensation of officers, directors, trustees, etc.
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	2,860	0	0	2,860
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	16,665	16,665		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	304	304		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	200			200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	20,029		16,969	0	3,060
25	Contributions, gifts, grants paid.......	73,803				73,803
26	Total expenses and disbursements. Add lines 24 and 25	93,832		16,969	0	76,863
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	47,937
b	Net investment income (if negative, enter -0-)			124,799
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.........	36,140	35,455	35,455
	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).......	723,498	List of Attached Documents: // Content 822,977	1,351,868
	c	Investments—corporate bonds (attach schedule).......	224,850	List of Attached Documents: // Content 174,670	174,023
	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 )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	984,488	1,033,102	1,561,346
	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........	984,488	1,033,102
	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).....	984,488	1,033,102
	30	Total liabilities and net assets/fund balances (see instructions).	984,488	1,033,102

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

984,488

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

47,937

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

List of Attached Documents:

// Content

712

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

1,033,137

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

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

1,033,102

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	1181.94 FEDERATED HERMES INSTL TR		2019-04-05	2024-01-25
b	25. JOHNSON & JOHNSON CO		2001-09-26	2024-01-25
c	15. MICROSOFT CORP		1996-04-18	2024-01-25
d	10. NVIDIA CORP		2020-01-27	2024-01-25
e	280.9 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES		2021-07-01	2024-01-25
	275.6 VICTORY PORTFOLIOS		2023-03-27	2024-01-25
	590.2 VICTORY PORTFOLIOS		2021-10-08	2024-01-25
	50000. US TREASURY BOND 2.750%		2022-03-29	2024-02-15
	100. NEXTERA ENERGY, INC		2020-04-01	2024-04-04
	25. PNC FINANCIAL CORP		2024-01-25	2024-04-04
	.75 GE VERNOVA INC.		2023-06-28	2024-04-16
	14. ADOBE SYS INC W/1 RT/SH		2023-03-27	2024-04-29
	3. BOOKING HLDGS INC		2021-08-17	2024-04-29
	28. GE VERNOVA INC.		2023-06-28	2024-04-29
	50. JOHNSON & JOHNSON CO		2001-09-26	2024-04-29
	20. PEPSICO INC		2002-06-13	2024-04-29
	1843.41 PIMCO FDS		2022-10-31	2024-04-29
	9. SYNOPSYS INC W/1 RT/SH		2023-06-28	2024-04-29
	20. UNITEDHEALTH GROUP INC		2018-12-06	2024-04-29
	20. ADOBE SYS INC W/1 RT/SH		2023-03-27	2024-05-14
	3. BOOKING HLDGS INC		2021-08-17	2024-05-14
	25. JOHNSON & JOHNSON CO		2001-09-26	2024-05-14
	15. UNITEDHEALTH GROUP INC		2018-12-06	2024-05-14
	32. LOWES COMPANIES INC		2024-04-29	2024-07-03
	60. MCDONALDS CORP		2022-02-01	2024-07-03
	46. SALESFORCE.COM INC		2023-03-27	2024-07-03
	10. SYNOPSYS INC W/1 RT/SH		2023-06-28	2024-07-03
	50000. SALESFORCE INC		2021-08-09	2024-07-15
	25000. ROYAL BK CDA GLOBAL MEDIUM TERM SR BK NT		2022-08-17	2024-07-26
	60. AMPHENOL CORP CL A		2024-07-03	2024-07-31
	18. ANALOG DEVICES		2024-07-03	2024-11-04
	41. APPLE COMPUTER		2015-02-04	2024-11-04
	190. COCA-COLA CO		2024-07-03	2024-11-04
	47. FISERV INC		2018-12-06	2024-11-04
	33. J P MORGAN CHASE & CO		2009-08-11	2024-11-04
	213. NVIDIA CORP		2020-01-27	2024-11-04
	31. PARKER HANNIFIN CORP		2023-03-27	2024-11-04
	30. PEPSICO INC		2002-06-13	2024-11-04
	44. TARGET CORP		2024-04-29	2024-11-04
	55. TESLA INC		2022-09-15	2024-11-04
	18. VISA INC		2018-12-06	2024-11-04
	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	10,377	11,500	-1,123
b	3,979	1,340	2,639
c	6,058	101	5,957
d	6,166	600	5,566
e	6,424	8,000	-1,576
	12,826	12,069	757
	27,468	30,000	-2,532
	50,000	50,365	-365
	6,333	5,462	871
	3,922	3,772	150
	101	66	35
	6,666	5,236	1,430
	10,512	7,144	3,368
	4,432	2,480	1,952
	7,303	2,680	4,623
	3,520	1,027	2,493
	12,720	12,498	222
	4,916	3,830	1,086
	9,803	5,472	4,331
	9,586	7,481	2,105
	11,267	6,319	4,948
	3,790	1,340	2,450
	7,676	3,667	4,009
	6,822	7,397	-575
	15,002	15,551	-549
	11,979	8,804	3,175
	6,059	4,255	1,804
	50,000	50,098	-98
	25,000	24,988	12
	3,853	4,068	-215
	4,066	4,119	-53
	9,090	1,230	7,860
	12,342	12,058	284
	9,495	4,550	4,945
	7,303	1,375	5,928
	29,264	1,279	27,985
	19,806	10,095	9,711
	4,974	1,540	3,434
	6,679	7,153	-474
	13,512	15,033	-1,521
	5,251	2,456	2,795
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592
			2,592

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			-1,123
b			2,639
c			5,957
d			5,566
e			-1,576
			757
			-2,532
			-365
			871
			150
			35
			1,430
			3,368
			1,952
			4,623
			2,493
			222
			1,086
			4,331
			2,105
			4,948
			2,450
			4,009
			-575
			-549
			3,175
			1,804
			-98
			12
			-215
			-53
			7,860
			284
			4,945
			5,928
			27,985
			9,711
			3,434
			-474
			-1,521
			2,795

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	110,436
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	1,735
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	1,735
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	1,735
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	428
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	428
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,307
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 . Click to see attachment

List of Attached Documents:

// Content

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

MICHAEL HOOVER Telephone no. right arrow

(330) 428-0738

Located at right arrow

PO BOX 2244ALLIANCEOH ZIP+4 right arrow

446010244

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)

Yes

(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
DENNIS R CLUNK ESQ	TRUSTEE 1	0
2040 S UNION AVENUE ALLIANCE,OH44601	TRUSTEE 1	0
MARK HENSCHEN	TRUSTEE 1	0
906 S UNION AVENUE ALLIANCE,OH44601	TRUSTEE 1	0
MICHAEL HOOVER	TRUSTEE 1	0
PO BOX 2244 ALLIANCE,OH446010244	TRUSTEE 1	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...................				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...................

1,464,143

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

46,397

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

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

1,510,540

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

1,510,540

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

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

22,658

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

1,487,882

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

74,394

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

74,394

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

1,735

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

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

1,735

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

72,659

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

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

72,659

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

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

72,659

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 ..........

76,863

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. .......

76,863

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					72,659
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
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......	815
d From 2022......	23,349
e From 2023......	21,791
f Total of lines 3a through e ........		45,955
4Qualifying distributions for 2024 from Part
XI, line 4: $ 76,863
a Applied to 2023, but not more than line 2a				0
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.....					72,659
e Remaining amount distributed out of corpus		4,204
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		50,159
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 ..........					0
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 ......		50,159
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	815
c Excess from 2022....	23,349
d Excess from 2023....	21,791
e Excess from 2024....	4,204

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:

ALLIANCE HIGH SCHOOL GUIDANCE COUNS
400 GLAMORGAN ST
ALLIANCE,OH44601
(330) 821-2100

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

SEE ATTACHED APPLICATION

cAny submission deadlines:

SEE ATTACHED APPLICATION

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

SEE ATTACHED APPLICATION

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
OHIO UNIVERSITY 1 OHIO UNIVERSITY ATHENS,OH45701	NONE	PC	GENERAL OPERATING	1,000
YOUNGSTOWN STATE UNIVERSITY 1 UNIVERSITY PLAZA YOUNGSTOWN,OH44555	NONE	PC	GENERAL OPERATING	2,500
OHIO STATE UNIVERSITY 500 MARKET ST STE 512 STEUBENVILLE,OH439522847	NONE	PC	GENERAL OPERATING	18,418
KENYON COLLEGE 209 CHASE AVE GAMBIER,OH430225024	NONE	PC	GENERAL OPERATING	3,000
KENT STATE UNIVERSITY PO BOX 5190 KENT,OH442420001	NONE	I	SCHOLARSHIPS	5,000
BALDWIN WALLACE UNIVERSITY 275 EASTLAND RD BEREA,OH440172005	NONE	I	SCHOLARSHIPS	2,500
UNIVERSITY OF MOUNT UNION 1972 CLARK AVE ALLIANCE,OH446013929	NONE	I	SCHOLARSHIPS	28,635
WALSH UNIVERSITY 2020 E MAPLE ST N CANTON,OH447203336	NONE	I	SCHOLARSHIP	750
LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVE CHICAGO,IL606112147	NONE	I	SCHOLARSHIPS	3,000
POMONA COLLEGE 150 E 8TH ST CLAREMONT,CA917113910	NONE	I	SCHOLARSHIPS	2,000
HARVARD UNIVERSITY C/O HUNTINGTON NATIONAL BANK COLUMBUS,OH43216	NONE	I	SCHOLARSHIP	2,000
MERCYHURST UNIVERSITY C/O HUNTINGTON NATIONAL BANK COLUMBUS,OH43216	NONE	I	SCHOLARSHIP	2,000
STARK STATE COLLEGE 6200 FRANK AVE NW NORTH CANTON,OH44720	NONE	I	SCHOLARSHIPS	1,000
WITTENBERG UNIVERSITY 200 W WARD ST SPRINGFIELS,OH45504	NONE	I	SCHOLARSHIPS	2,000
Total ................................. 3a				73,803

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	31,333
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	110,436
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) ..				141,769

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

141,769

(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:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	2,860			2,860

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Statement:

The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Name of Bond	End of Year Book Value	End of Year Fair Market Value
79466LAG9 SALESFORCE INC
78014RFN5 ROYAL BK CDA GLOBAL	50,000	49,975
78016EZH3 ROYAL BANK OF CANADA
912828B66 US TREASURY BOND 2.7
260003AM0 DOVER CORP	24,436	24,664
91282CJB8 US TREASURY N/B 5% 0	24,963	25,129
09290DAJ0 BLACKROCK FUNDING IN	25,502	24,463
883556CU4 THERMO FISHER SCIENT	24,790	24,681
94106LBV0 WASTE MANAGEMENT INC	24,979	25,111

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Name of Stock	End of Year Book Value	End of Year Fair Market Value
742718109 PROCTER & GAMBLE CO	3,601	16,765
H1467J104 CHUBB LTD	6,665	16,578
46120E602 INTUITIVE SURGICAL I	18,183	26,098
464287804 ISHARES TR	38,804	51,849
65339F101 NEXTERA ENERGY INC
773903109 ROCKWELL AUTOMATION	7,362	10,288
22160K105 COSTCO WHOLESALE COR	8,027	32,069
337738108 FISERV INC	6,054	16,434
478160104 JOHNSON & JOHNSON	2,680	7,231
72201F623 PIMCO FDS
91913Y100 VALERO ENERGY CORP N	18,196	22,434
31420B847 FEDERATED HERMES INS
552982720 MFS SER TR XIII	37,152	40,113
92826C839 VISA INC	10,777	24,967
G1151C101 ACCENTURE PLC-CL A	11,750	17,590
032654105 ANALOG DEVICES INC	15,869	18,909
46625H100 JPMORGAN CHASE & CO	5,422	33,320
594918104 MICROSOFT CORP	911	56,903
67066G104 NVIDIA CORP	4,125	92,257
713448108 PEPSICO INC
91324P102 UNITEDHEALTH GROUP I	3,449	7,588
007903107 ADVANCED MICRO DEVIC	11,677	13,045
023135106 AMAZON COM INC	16,379	43,878
037833100 APPLE INC	6,269	52,338
532457108 LILLY ELI & CO	8,783	30,880
592905749 METROPOLITAN WEST FD	16,248	16,538
02079K305 ALPHABET INC	10,584	37,860
55261F104 M & T BK CORP	14,695	15,417
09857L108 BOOKING HLDGS INC
92646A831 VICTORY PORTFOLIOS
88160R101 TESLA INC
169656105 CHIPOTLE MEXICAN GRI	6,537	15,075
922031737 VANGUARD FIXED INCOM
539830109 LOCKHEED MARTIN CORP	7,675	8,747
21036P108 CONSTELLATION BRANDS	10,965	10,166
26875P101 EOG RES INC	8,987	9,929
025537101 AMERICAN ELEC PWR CO	9,583	9,592
931142103 WAL MART STORES INC	10,733	20,329
30231G102 EXXON MOBIL CORP	13,254	12,908
580135101 MCDONALDS CORP
81762P102 SERVICENOW INC	8,548	21,202
291011104 EMERSON ELEC CO	9,498	12,393
32008F200 FIRST EAGLE FDS	95,463	102,481
00724F101 ADOBE SYS INC
03027X100 AMERICAN TOWER CORP	11,658	9,904
049560105 ATMOS ENERGY CORP	9,262	11,142
101137107 BOSTON SCIENTIFIC CO	15,527	24,563
20030N101 COMCAST CORP NEW	8,009	7,243
30303M102 FACEBOOK INC CL-A	20,779	35,131
369604301 GENERAL ELEC CO	9,746	19,181
64110L106 NETFLIX INC	8,882	24,066
701094104 PARKER-HANNIFIN CORP
79466L302 SALESFORCE.COM INC
871607107 SYNOPSYS INC
872590104 T-MOBILE US INC	10,251	15,672
G54950103 LINDE PLC	11,909	12,141
00130H105 AES CORP	8,075	5,792
038222105 APPLIED MATLS INC	13,573	11,384
084670702 BERKSHIRE HATHAWAY C	9,548	10,425
11135F101 BROADCOM INC	15,859	25,502
22788C105 CROWDSTRIKE HOLDINGS	3,850	5,132
254687106 DISNEY WALT CO	2,842	3,341
285512109 ELECTRONIC ARTS INC	20,216	19,458
464287176 ISHARES TR	4,275	4,262
464287507 ISHARES TR	41,246	46,733
464288513 ISHARES TR	9,711	9,831
595112103 MICRON TECHNOLOGY IN	5,342	4,208
67103H107 O'REILLY AUTOMOTIVE	5,708	5,929
68389X105 ORACLE CORP	7,721	8,332
697435105 PALO ALTO NETWORKS I	12,924	14,557
747525103 QUALCOMM INC	9,316	8,603
75513E101 RTX CORP	10,984	12,382
824348106 SHERWIN WILLIAMS CO	3,545	3,399
863667101 STRYKER CORP	12,465	12,602
872540109 TJX COS INC NEW	7,159	9,061
883556102 THERMO FISHER SCIENT	7,507	6,763
902973304 US BANCORP DEL	4,950	5,213
922042858 VANGUARD INTL EQUITY	12,068	13,212
92343V104 VERIZON COMMUNICATIO	13,216	12,757
98978V103 ZOETIS INC	9,949	9,776

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Description	Amount
CY PURCHASE OF ACCRUED INTEREST	34
ROUNDING	1

- TIN:

TY 2024 OtherExpensesSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING/TAX PAYMENT	200	0		200

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Description	Amount
MUTUAL FUND TIMING ADJ	668
PY PURCHASE OF ACCRUED INTEREST	44

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	16,665	16,665

- TIN:

TY 2024 TaxesSchedule

Name:

ANN MCCONAHAY EDUCATIONAL FOUNDATION

EIN:

34-1550065

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	119	119		0
FOREIGN TAXES ON NONQUALIFIED	185	185		0