Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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
THE MALLIE AND GLENN IRELAND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3500 COLONNADE PARKWAY 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35243
A Employer identification number

63-0745196
B Telephone number (see instructions)

(205) 969-7000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,317,354J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,215 1,215  
4 Dividends and interest from securities... 152,489 152,489  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 186,110
b Gross sales price for all assets on line 6a 1,138,352
7 Capital gain net income (from Part IV, line 2)... 186,110
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 1,157
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 1,157  
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 340,971 339,814  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,990 0   1,990
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,591 0   54,591
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,545 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,126 0   56,581
25 Contributions, gifts, grants paid....... 252,500 252,500
26 Total expenses and disbursements. Add lines 24 and 25 316,626 0   309,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,345
b Net investment income (if negative, enter -0-) 339,814
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 119,555 63,695 63,695
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 4,394,277 Click to see attachment
List of Attached Documents:
// Content
4,474,482 		5,253,659
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,513,832 4,538,177 5,317,354
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,513,832 4,538,177
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,513,832 4,538,177
30 Total liabilities and net assets/fund balances (see instructions). 4,513,832 4,538,177
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
4,513,832
2
Enter amount from Part I, line 27a .....................
2
24,345
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,538,177
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,538,177
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,138,352   952,242 186,110
b
c
d
e
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       186,110
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 186,110
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 ................... 		Bracket 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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,723
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 4,723
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 4,723
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,360
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,360
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 637
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow637 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL
b
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 .
8b
Yes
 
9
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 .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMORGAN STANLEY TOM BROWN Telephone no.right arrow (205) 969-7000

Located atright arrow3500 COLONNADE PARKWAY SUITE 200BIRMINGHAMAL ZIP+4right arrow35243
15
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
15
 
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)
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
No
1a
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
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 ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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? .............
1d
 
No
2
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)):
a
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?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
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
KACY IRELAND MITCHELL TRUSTEE
1.00 		0 0 0
401 SABAL PALM LANE
VERO BEACH,FL32963
MALLIE M IRELAND TRUSTEE
1.00 		0 0 0
2840 HASTINGS ROAD
BIRMINGHAM,AL35223
NONIE IRELAND BROWN TRUSTEE
1.00 		0 0 0
2000 GARDEN PLACE
BIRMINGHAM,AL35223
MORGAN STANLEY TOM BROWN AGENT FOR TRUSTEE
2.00 		0 0 0
3500 COLONNADE PARKWAY SUITE 200
BIRMINGHAM,AL35243
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...................right arrow 0
Form 990-PF (2024)
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 arrow0
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,215,847
b
Average of monthly cash balances.......................
1b
139,481
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,355,328
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,355,328
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,330
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,274,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
263,750
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.)
1
Minimum investment return from Part IX, line 6..................
1
263,750
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,723
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,723
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
259,027
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
259,027
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
259,027
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
309,081
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
309,081
Form 990-PF (2024)
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 7 259,027
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......  
b From 2020...... 123,367
c From 2021...... 56,695
d From 2022...... 71,895
e From 2023...... 43,951
f Total of lines 3a through e ........ 295,908
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 309,081
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..... 259,027
e Remaining amount distributed out of corpus 50,054
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 5 345,962
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 ...... 		345,962
10 Analysis of line 9:
a Excess from 2020.... 123,367
b Excess from 2021.... 56,695
c Excess from 2022.... 71,895
d Excess from 2023.... 43,951
e Excess from 2024.... 50,054
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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
         
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:
TOM BROWN MORGAN STANLEY
3500 COLONNADE PARKWAY SUITE 200
BIRMINGHAM,AL35243
(205) 969-7000
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN ONLY
cAny submission deadlines:
NONE SPECIFIED
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY AND SCIENTIFIC EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE IRC.
Form 990-PF (2024)
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)
aPaid during the year

GLENWOOD INC

150 GLENWOOD LANE
BIRMINGHAM,AL35242 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 50,000

GLOBAL TEAMS INTERNATIONAL INC

800 TUSKAWILLA ROAD
WINTER SPRINGS,FL32708 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 50,000

GRACE HOUSE

4947 FARRELL AVENUE
FAIRFIELD,AL35064 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 10,000

KING'S HOME

PO BOX 162
CHELSEA,AL35043 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 50,000

ROBINSON FOUNDATION

2948 PUMP HOUSE ROAD
BIRMINGHAM,AL35243 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 10,000

THE CENTER FOR EXECUTIVE LEADERSHIP

200 UNION HILL DRIVE SUITE 200
BIRMINGHAM,AL35209 		NONE PC SUPPORT OF RECIEPIENT'S FUNCTIONS 20,000

THE LOVELADY CENTER

7916 2ND AVENUE SOUTH
BIRMINGHAM,AL35206 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 10,000

TRINITY ANGLICAN SEMINARY

311 11TH STREET
AMBRIDGE,PA15003 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 25,000

BIRMINGHAM PROMISE

1500 1ST AVENUE NORTH
BIRMINGHAM,AL35203 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 5,000

CHILDCARE RESOURCES OF INDIAN RIVER

2300 5TH AVENUE SUITE 149
VERO BEACH,FL32960 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 5,000

ROOTED MINISTRIES

2200 LAKESHORE DRIVE SUITE 125
HOMEWOOD,AL35209 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 5,000

CHILDREN'S HOSPITAL

1600 7TH AVENUE SOUTH
BIRMINGHAM,AL35233 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 5,000

TRINITY COUNSELING

1025 MONTGOMERY HWY SUITE 214
VESTAVIA,AL35216 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 2,500

THE SOURCE

1015 COMMERCE AVENUE
VERO BEACH,FL32960 		NONE PC SUPPORT OF RECIPIENT'S FUNCTIONS 5,000
Total .................................right arrow 3a 252,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,215  
4 Dividends and interest from securities ....     14 152,489  
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 ............ 		    18 186,110  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     14 1,157  
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 340,971 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
340,971
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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.)
3 N/A
4 N/A
8 N/A
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE MALLIE AND GLENN IRELAND FOUNDATION
EIN:
63-0745196
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,990 0   1,990

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MALLIE AND GLENN IRELAND FOUNDATION
EIN:
63-0745196
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR (TGOPY) 3,304 4,977
ABB LTD (ABBNY) 6,443 6,173
AGNC INVESTMENT CORP (AGNC) 8,118 8,326
AIR LIQUIDE ADR (AIQUY) 1,521 2,224
AIR PROD & CHEM INC (APD) 13,096 15,919
AKZONOBEL NV ADR (AKZOY) 13,150 11,483
ALCON INC (ALC) 2,303 3,163
ALLIANZ SE ADR (ALIZY) 2,730 3,769
ALPHABET INC CL A (GOOGL) 21,701 24,041
ALSTOM ADR (ALSMY) 18,293 19,530
AMADEUS IT GROUP S.A ADR (AMADY) 1,066 1,792
AMER INTL GP INC NEW (AIG) 5,565 8,372
AMERICAN EXPRESS CO (AXP) 3,916 8,031
AMERICAN TOWER CORP (AMT) 19,222 17,418
ANHEUSER BUSCH INBEV SA SPON (BUD) 8,949 8,612
APOLLOGLOBAL MANAGEMENT INC (APO) 5,841 27,582
APPLE INC (AAPL) 6,029 28,047
ARCELORMITTAL CL A REGISTRY (MT) 6,158 6,153
ARGENX SE ADR (ARGX) 7,617 9,421
ASICS CORP ADR (ASCCY) 2,711 2,889
ASML HOLDINGNV NYREGNEW (ASML) 6,486 11,759
ASTRAZENECA PLC ADR (AZN) 41,109 41,147
AT&T INC (T) 16,035 23,316
ATLAS COPCO AS A ADR A NEW (ATLKY) 5,104 6,923
AVALONBAY COMM INC (AVB) 17,258 21,631
AXA ADS (AXAHY) 3,317 5,864
BANCO BILBAO VIZ ARG SA ADS (BBVA) 6,711 6,085
BANCO BRADESCO S A NEW (BBD) 1,943 1,436
BARCLAYS PLC ADR (BCS) 9,142 19,483
BARRICK GOLD CORP (GOLD) 11,543 11,268
BAXTER INTL INC (BAX) 12,717 10,702
BECTON DICKINSON & CO (BDX) 34,826 34,484
BERKELEY GROUP HLDGS PLC ADR (BKGFY) 4,182 3,194
BNP PARIBAS SP ADR REPSTG(BNPQY) 4,319 5,458
BP PLC ADS (BP) 11,951 10,967
BRAMBLES LTD SPONSORED ADR (BXBLY) 4,624 6,623
BRITISH AMER TOB SPON ADR (BTI) 5,831 6,283
BROADCOM INC (AVGO) 3,575 40,572
CANADIAN PACIFIC KANSAS CITY (CP) 26,252 25,112
CAPITAL ONE FINANCIAL CORP (COF) 14,771 24,608
CARREFOUR SA SPONSORED ADR (CRRFY) 5,351 4,183
CHARLES SCHWAB NEW (SCHW) 11,790 13,322
CHECK POINT SOFTWARE TECH LTD (CHKP) 7,956 8,104
CISCOSYS INC (CSCO) 5,969 8,406
COCA COLA CO (KO) 17,482 20,172
COMCAST CORP (NEW) CLASS A(CMCSA) 33,613 31,413
COMPAGNIE DE ST GOBAIN UNSP (CODYY) 8,548 9,158
COMPASS GROUP PLC SPD ADR (CMPGY) 7,432 12,069
COTERRA ENERGY INC (CTRA) 10,708 10,293
CRH PLC ADR (CRH) 4,298 9,530
DANONE SPONSORED ADR (DANOY) 13,119 14,187
DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 6,189 8,267
DEUTSCHE TELEKOM AG 1 ORD 1ADS (DTEGY) 11,427 18,548
DIAGEO PLC SPON ADR NEW (DEO) 33,852 27,714
DOLLAR GEN CORP NEW COM (DG) 12,014 8,037
DOLLAR TREE INC (DLTR) 17,627 12,665
DR ING H C F PORSCHE AG ADR (DRPRY) 1,901 1,784
DTE ENERGY COMPANY (DTE) 10,864 12,437
EDISON INTERNATIONAL (EIX) 8,385 11,098
EDP ENERGIAS DE PORTGUAL SA (EDPFY) 9,489 6,721
ENBRIDGE INC (ENB) 31,185 36,193
ENEL SOCIETA PER AZIONI ADR (ENLAY) 7,184 10,196
EQT CORPORATION COM NEW (EQT) 9,137 13,418
EXPEDIA GROUP INC (EXPE) 7,306 13,654
EXXON MOBIL CORP (XOM) 28,782 34,100
FANUC CORPORATION UNSP ADR (FANUY) 11,544 10,095
FERRARI N V (RACE) 6,360 7,267
FREEPORT-MCMORAN CL-B (FCX) 10,112 10,929
FUJITSU LTD ADR NEW (FJTSY) 7,273 8,212
GENERAL MTRS CO (GM) 4,650 7,032
GENL DYNAMICS CORP (GD) 6,728 7,897
GENUINE PARTS CO (GPC) 9,135 9,000
GILEAD SCIENCE (GILD) 7,741 9,329
GIVAUDAN SA ADR (GVDNY) 4,382 6,325
GLOBE LIFE INC (GL) 11,656 12,825
GSK PLC ADR (GSK) 26,101 26,008
HALEON PLC ADR (HLN) 20,023 23,879
HARTFORD FIN SERS GRP INC (HIG) 3,947 6,577
HDFC BANK LTD ADR (HDB) 7,455 7,855
HEIDELBERG MATERIALS AG ADR (HDLMY) 2,338 2,273
HEINEKEN NV SPN ADR (HEINY) 6,697 5,762
HERMES INTL SCA UNSPON ADR (HESAY) 4,219 4,357
HOME DEPOT INC (HD) 10,327 17,287
HONDA MOTOR COMPANY LTD ADR (HMC) 4,121 5,139
HOYA CORP SPONS ADR (HOCPY) 7,939 8,930
ICON PLC (ICLR) 7,836 5,114
INDUSTRIA DE DISENOTEXTIL IND (IDEXY) 6,043 14,315
INFINEON TECHNOLOGIES AG (IFNNY) 10,676 9,527
ING GROEP NV ADR (ING) 3,484 5,986
INGREDION INC COM (INGR) 7,226 11,917
INTEL CORP (INTC) 5,446 9,216
JOHNSON & JOHNSON (JNJ) 18,189 19,668
JONES LANG LASALLE INC (JLL) 5,751 9,095
JPMORGAN CHASE & CO (JPM) 19,767 37,874
JULIUS BAER GRROUP LTD UN ADR (JBAXY) 3,506 4,169
KENVUE INC (KVUE) 11,461 12,853
KERING S A ADR NEW (PPRUY) 28,800 18,651
KINGFISHER PLC SPONS ADR NEW (KGFHY) 4,373 4,572
KONINKLIJKE PHIL EL SP ADR NEW (PHG) 7,027 9,698
L OREAL COADR (LRLCY) 6,562 7,504
LEGAL & GENERAL PLC (LGGNY) 4,678 4,706
LENOVO GROUP LTD SPONS ADR (LNVGY) 3,096 2,855
LI NING COMPANY LTD ADR (LNNGY) 1,396 1,432
LINDE PLC (LIN) 14,761 33,578
LLOYDS BANKING GROUP PLC (LYG) 7,032 6,523
LONDON STK EXCHANGE GROUP ADR (LNSTY) 10,142 15,935
LVMH MOET HENNESSYLOUIS VUITT (LVMUY) 6,636 8,567
MEDTRONIC PLC SHS (MDT) 11,479 12,222
MERCK & CO INC NEWCOM (MRK) 12,683 18,603
META PLATFORMS INC CL A (META) 5,746 15,780
METLIFE INCORPORATED (MET) 15,854 22,517
MICROSOFT CORP (MSFT) 15,088 45,522
MITSUBISHI UFJ FINCL GRP ADS (MUFG) 4,521 4,442
MONOTAROCOLTD ADR (MONOY) 1,852 2,244
MURATA MANUFACTURINGCOLTD (MRAAY) 4,637 4,430
NATL FUEL GAS CO (NFG) 10,649 11,226
NATWEST GROUP PLC ADR (NWG) 1,044 1,831
NESTLE SPON ADR REP REGSHR (NSRGY) 40,373 31,976
NINTENDO CO LTD ADR NEW (NTDOY) 6,508 7,154
NNN REIT INC (NNN) 6,413 6,904
NOMURA RESH INST LTD ADR (NRILY) 3,037 3,202
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 13,394 18,276
NOVO NORDISK A/S ADR (NVO) 6,198 13,677
OLYMPUS CORP ADR (OLYMY) 8,099 6,471
ORACLE CORP (ORCL) 7,833 21,830
OSHKOSH CORP (OSK) 6,173 7,652
PATTERSON COMPANIES INC (PDCO) 6,708 8,301
PAYPAL HLDGS INC COM (PYPL) 13,316 18,777
PNC FINL SVCS GP (PNC) 17,923 24,685
PPG INDUSTRIES INC (PPG) 19,260 22,098
PROCTER & GAMBLE (PG) 12,377 17,268
PRUDENTIAL PLC ADR (PUK) 13,433 9,909
PUBLIC STORAGE (PSA) 9,678 10,862
PUBLICIS GROUPE SA ADR (PUBGY) 5,957 5,866
RECKITT BENCKISER PLC SPNS ADR (RBGLY) 19,036 16,186
RELX PLC SPONSORED ADR (RELX) 8,507 15,261
RENESAS ELECTRONICS CORP ADR (RNECY) 16,910 13,426
RENTOKIL INITIAL PLC ADR (RTO) 2,641 2,386
ROCHE HOLDINGS ADR (RHHBY) 11,834 11,127
ROLLS ROYCE HOLDINGS PLC(RYCEY) 1,957 17,838
RTX CORPORATION (RTX) 12,518 21,755
RWE AG SPONSORED ADR (RWEOY) 2,573 2,561
SAFRAN SA (SAFRY) 4,064 6,314
SANOFI ADR (SNY) 19,208 22,138
SAP AG(SAP) 16,640 43,825
SCHNEIDER ELEC SA UNSP ADR (SBGSY) 9,104 10,227
SEA LIMITED ADR (SE) 6,843 9,409
SEMPRA (SRE) 32,843 40,614
SHELL PLC ADR (SHEL) 5,962 6,954
SHINHAN FINANCIAL GROUP CO LTD (SHG) 2,664 2,080
SHOPIFY INC (SHOP) 5,109 8,360
SMC CORP JAPAN SPONSORED ADR (SMCAY) 11,336 9,713
SMITH & NEPHEW PLC ADR (SNN) 3,493 3,072
SMURFIT WESTROCK LTD (SW) 1,859 2,296
SOCIETE GENERALE SP ADR (SCGLY) 1,929 2,014
SODEXO (SDXAY) 2,408 2,306
SONY GROUP CORPORATION ADR (SONY) 10,513 13,754
SPOTIFY TECHNOLOGY SA (SPOT) 3,699 4,415
STANDARD CHARTERED PLC ADR (SCBFY) 4,850 6,364
STRAUMANN HLDG AG ADR (SAUHY) 4,122 4,299
T-MOBILE US INC COM (TMUS) 21,628 32,889
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 4,040 6,888
TAKEDA PHARMACEUTCL COLTD ADR (TAK) 1,887 1,840
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 5,718 7,020
TERUMO CORP ADR UNSPONS ADR (TRUMY) 4,442 4,598
TEXAS INSTRUMENTS (TXN) 8,128 10,785
THOMSON REUTERS CORP (TRI) 4,267 8,340
TOKI MARINE HOLDING INS ADR (TKOMY) 7,300 7,034
TOKYO ELECTRON LTD UNSPON ADR (TOELY) 8,105 8,772
TOTALENERGIES SE SPONSORED ADS (TTE) 11,470 12,916
TRAVELERS COMPANIES INC COM (TRV) 19,958 36,374
TRUIST FINL CORP (TFC) 8,859 9,977
U S BANCORP COM NEW (USB) 13,532 15,066
UCB SA UNSPON ADR (UCBJY) 3,109 3,264
UNICREDIT SPA-ADR (UNCRY) 1,533 8,537
UNILEVER PLC (NEW) ADS (UL) 30,354 33,340
UNION PACIFIC CORP (UNP) 17,917 22,442
UNITED PARCEL SER INC CL-B (UPS) 7,905 8,983
UNITEDHEALTH GP INC (UNH) 8,113 17,599
UTD OVERSEAS BK LTD SPON ADR (UOVEY) 4,437 5,592
VERIZON COMMUNICATIONS (VZ) 16,275 18,075
VISA INC CL A (V) 15,150 26,825
VULCAN MATERIALS CO (VMC) 14,126 25,142
W P CAREY INC COM (WPC) 11,606 11,332
WALT DISNEYCOHLDGCO (DIS) 9,134 10,341
WASTE MGMT INC (DELA) (WM) 6,569 16,114
WELLS FARGO & CO NEW (WFC) 9,391 15,593
WILLIAMS CO INC (WMB) 14,282 38,479
ZAI LAB LTD ADR (ZLAB) 1,338 1,211
ZIMMER BIOMET HLDGS INC COM (ZBH) 11,603 11,408
INVESCO S&P 500 EQUAL WEIGHT E (RSP) 930,932 1,085,199
ISHARES 0-3 MONTH TREASURY B (SGOV) 16,153 16,152
VANGUARD SMALL CAP ETF (VB) 332,779 439,232
GUGGENHEIM TOTAL RETURN BD I (GIBIX) 480,244 424,489
CION ARES DIVERSIFIED CREDIT U (CADZX) 272,143 266,241
BLACKSTONE BCRED 266,274 265,740
BREIT CL S 200,000 215,345
CPG VINTAGE ACCESS III 83,253 90,827

TY 2024 OtherProfessionalFeesSchedule
Name:
THE MALLIE AND GLENN IRELAND FOUNDATION
EIN:
63-0745196
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 54,591 0   54,591


TY 2024 TaxesSchedule
Name:
THE MALLIE AND GLENN IRELAND FOUNDATION
EIN:
63-0745196
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 7,545 0   0