2024-10-29T15:41:24-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2023-01-01 251306992 THE AMERICAN IRELAND FUND (DBA THE IRELAND FUNDS AMERICA/THE IRELAND FUNDS) AMER 6175740720 10 POST OFFICE SQUARE N950 BOSTON MA 02109 CONALL MCGONAGLE CFAO 6175740720 2024-10-29 1 0 ERIN COUTURE P01390592 6177237900 2023 2024-10-15 13:58:12Z CAITRIONA FOTTRELL 10 POST OFFICE SQUARE N950 BOSTON MA 02109 35693926 0 X WWW.IRELANDFUNDS.ORG X 1976 PA EDUCATION; COMMUNITY DEVELOPMENT; ARTS & CULTURE AND PEACE & (CONTINUED ON SCHEDULE O) EDUCATION; COMMUNITY DEVELOPMENT; ARTS & CULTURE AND PEACE & RECONCILIATION PRIMARILY IN IRELAND. 44 44 19 80 0 0 20794012 27816248 0 0 794640 1207324 -1249919 -1678108 20338733 27345464 16474438 19550642 0 0 2508944 3066670 31800 55800 2088313 2479841 3004221 21495023 25677333 -1156290 1668131 25730540 26252817 7682342 5273213 18048198 20979604 X DEDICATED TO SUPPORTING PROGRAMS OF PEACE AND RECONCILIATION, ARTS AND CULTURE, EDUCATION AND COMMUNITY DEVELOPMENT PRIMARILY IN THE ISLAND OF IRELAND. 0 0 19550642 19550642 0 THE AMERICAN IRELAND FUND MAKES GRANTS WORLDWIDE, FROM PROGRAMS IN IRISH COMMUNITIES TO CAUSES AROUND THE WORLD THAT PROMOTE PEACE AND RECONCILIATION IN NORTHERN IRELAND; SUPPORT EDUCATIONAL OPPORTUNITIES; INCREASE THE AWARENESS OF IRISH CULTURE; AND STRENGTHEN AND DEVELOP COMMUNITIES, PARTICULARLY FOR THE UNDERPRIVILEGED IN SOCIETY. THERE WERE 545 GRANTS TO 261 GRANT RECIPIENTS, TOTALING $19,550,642 DURING THE CALENDAR YEAR 2023. 939093 0 0 THE AMERICAN IRELAND FUND APPLIES RESOURCES TO ASSESS THE PERFORMANCE OF GRANTEES AND PROVIDES TECHNICAL AND DIRECT PROGRAMMATIC ASSISTANCE TO ITS GRANTEES TO ENSURE THAT ALL FUNDS ARE GENERATING A MAXIMUM RETURN TO ACCOMPLISH THEIR PLANNED CHARITABLE GOALS. IN ADDITION, THE FUND PROVIDES A SUITE OF SERVICES TO GRANTEES TO HELP THEM BETTER DEVELOP THEIR CAPACITY IN TERMS OF MAKING CASES, MANAGING THEIR AFFAIRS AND ACCESSING ADDITIONAL MONIES FROM OTHER FUNDERS. THE FUND ORGANIZES SEMINARS ON THESE ISSUES AS WELL AS MEETING GRANTEES AND APPLICANTS IN EACH OF ITS OFFICES. THEREFORE, RATHER THAN JUST DISTRIBUTE GRANTS, THE FUND ACTS AS A RESOURCE TO THE SECTOR. 698007 0 0 THE AMERICAN IRELAND FUND SUPPORTS THE WORK OF THE IRELAND FUNDS IN IRELAND ("TIFI"). TIFI IS A SEPARATE AND INDEPENDENT GROUP, ORGANIZED UNDER IRISH LAW WITH ITS OWN BOARD AND OFFICERS. IT PROVIDES SUPPORT AND EDUCATION SERVICES TO ORGANIZATIONS ANNUALLY IN IRELAND AND NORTHERN IRELAND IN THE AREAS OF GRANT SOLICITATION, FUNDRAISING AND THE BOARD DEVELOPMENT OF THOSE ORGANIZATIONS. TIFI ALSO REGULARLY VISITS ORGANIZATIONS THAT HAVE RECEIVED FUNDING, OR HOPE TO RECEIVE FUTURE FUNDING, FROM THE AMERICAN IRELAND FUND, TO EVALUATE THEIR PRIOR AND PROPOSED FUTURE USE OF FUNDS. TIFI WORKS WITH A NUMBER OF UMBRELLA ORGANIZATIONS IN IRELAND TO HELP DEVELOP IRELAND'S PHILANTHROPIC INFRASTRUCTURE AND TO FURTHER SUPPORT CHARITABLE ORGANIZATIONS IN IRELAND AND NORTHERN IRELAND. 334698 0 0 ALL OFFICES IN THE UNITED STATES LIAISE WITH GRANTEES AND ORGANIZATIONS IN IRELAND. THE FUND HELPS THEM REFINE THEIR CASES AND HELPS THEM TO IDENTIFY POTENTIAL DONORS AND ADVISES THESE APPLICANTS ON HOW TO BEST ADVOCATE FOR THEIR CHARITABLE PURPOSE. THE FUND ALSO PROVIDES ADVICE ON MAINTAINING GOOD DONOR RELATIONS. THE FUND HAS CO-HOSTED AND ASSISTED WITH A NUMBER OF EVENTS AND DINNERS TO BENEFIT IRISH NOT FOR PROFITS. THE FUND EFFECTIVELY PROVIDES ADVICE, AND MARKETING SERVICES FOR IRISH ORGANIZATIONS IN ACCESSING SUPPORT IN AMERICA. 334698 0 0 21522440 1 1 0 0 0 1 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 19 1 0 1 EI 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CO CT DC FL IL MA NJ NY PA TX VA X X X CONALL MCGONAGLE 6175740720 10 POST OFFICE SQUARE SUITE N950 BOSTON MA 02109 EUGENE MCQUADE CHAIR 8.00 0.00 X X 0 0 0 SHAUN KELLY VICE-CHAIR 5.00 0.00 X X 0 0 0 ANGELA MOORE VICE-CHAIR 5.00 0.00 X X 0 0 0 SHEILA O'MALLEY FUCHS SECRETARY 3.00 0.00 X X 0 0 0 CHRISTOPHER M CONDRON TREASURER 3.00 0.00 X X 0 0 0 PATRICK BROE DIRECTOR 1.00 0.00 X 0 0 0 RORY CAMERON DIRECTOR 2.00 0.00 X 0 0 0 LIAM CASEY DIRECTOR 1.00 0.00 X 0 0 0 THOMAS CODD DIRECTOR 3.00 0.00 X 0 0 0 SUZANNE CORCORAN DIRECTOR 2.00 0.00 X 0 0 0 KEVIN CURLEY DIRECTOR 2.00 0.00 X 0 0 0 SUSAN DAVIS DIRECTOR 3.00 0.00 X 0 0 0 LORE MORAN DODGE DIRECTOR 1.00 0.00 X 0 0 0 EJ FARRELL DIRECTOR 1.00 0.00 X 0 0 0 IRIAL FINAN DIRECTOR 3.00 0.00 X 0 0 0 ANNE FINUCANE DIRECTOR 2.00 0.00 X 0 0 0 JOHN FITZPATRICK DIRECTOR 3.00 0.00 X 0 0 0 MICHAEL GALLAGHER DIRECTOR 1.00 0.00 X 0 0 0 LORETTA BRENNAN GLUCKSMAN DIRECTOR 3.00 0.00 X 0 0 0 KENNETH GORMAN DIRECTOR 2.00 0.00 X 0 0 0 LESLIE KING GRENIER DIRECTOR 2.00 0.00 X 0 0 0 HARRY HARTFORD DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL HIGGINS DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL JACKSON DIRECTOR 1.00 0.00 X 0 0 0 ADRIAN JONES DIRECTOR 2.00 0.00 X 0 0 0 JOHN B KANE DIRECTOR (THRU 08/2023) 1.00 0.00 X 0 0 0 MICHELE KESSLER DIRECTOR 1.00 0.00 X 0 0 0 TARA MCCABE DIRECTOR 2.00 0.00 X 0 0 0 DOLORES MCCALL DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL MCGAVICK DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM S MCKIERNAN DIRECTOR 3.00 0.00 X 0 0 0 THOMAS F MEAGHER JR DIRECTOR 3.00 0.00 X 0 0 0 BARTHOLOMEW MURPHY DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM MURPHY DIRECTOR 2.00 0.00 X 0 0 0 SHANE NAUGHTON DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL O'HALLERAN DIRECTOR 1.00 0.00 X 0 0 0 RONALD O'HANLEY DIRECTOR 1.00 0.00 X 0 0 0 THOMAS E O'NEILL DIRECTOR (THRU 04/2023) 2.00 0.00 X 0 0 0 CHRYSS O'REILLY DIRECTOR (THRU 08/2023) 1.00 0.00 X 0 0 0 ANTHONY O'REILLY DIRECTOR 1.00 0.00 X 0 0 0 THOMAS C QUICK DIRECTOR 3.00 0.00 X 0 0 0 THOMAS QUINLAN DIRECTOR 1.00 0.00 X 0 0 0 PAUL QUINN DIRECTOR (THRU 10/2023) 1.00 0.00 X 0 0 0 ROBERT REYNOLDS DIRECTOR 1.00 0.00 X 0 0 0 JAMES ROONEY DIRECTOR 2.00 0.00 X 0 0 0 COLIN RYAN DIRECTOR 1.00 0.00 X 0 0 0 MAUREEN SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN WHYTE DIRECTOR 2.00 0.00 X 0 0 0 CONALL MCGONAGLE CHIEF FINANCIAL & ADMIN OFFICER 45.00 0.00 X 298310 0 64847 CAITRIONA FOTTRELL WORLDWIDE PRESIDENT AND CEO 50.00 0.00 X 375000 0 46140 SARAH PAGE VP OF DEVELOPMENT (THRU 10/2023) 40.00 0.00 X 188628 0 31385 MARJORIE MULDOWNEY VICE PRESIDENT OF DEVELOPMENT 40.00 0.00 X 193785 0 20555 AINE MALLAGHAN VICE PRESIDENT OF DEVELOPMENT 40.00 0.00 X 183992 0 31538 MEG FINLEY VICE PRESIDENT OF DEVELOPMENT 40.00 0.00 X 119204 0 44319 BRIAN BECK DIRECTOR OF IT 40.00 0.00 X 110940 0 45956 1469859 0 284740 12 0 1 0 SPENCER FANE LLC PO BOX 872037 KANSAS CITY MO 64187 LEGAL SERVICES 247493 GRANT THORNTON 53 STATE STREET SUITE 1600 BOSTON MA 02109 ACCOUNTING SERVICES 137508 WILLIAM J MCNALLY 4 MEADOW VIEW ROAD HINGHAM MA 02043 LEGAL SERVICES 131382 3 500 8747242 19068506 1132398 27816248 469874 469874 6094314 5356864 737450 737450 737450 1313490 8747242 2991598 -1678108 -1678108 27345464 0 0 -470784 851083 851083 965504 965504 17734055 17734055 784297 196074 235289 352934 1752829 438207 525849 788773 129816 32454 38945 58417 243457 60864 73037 109556 156271 39068 46881 70322 397126 59569 277988 59569 137508 20626 96256 20626 55800 55800 133929 133929 115678 57839 11568 46271 196715 39343 78686 78686 93300 18660 37320 37320 261169 52234 91409 117526 164495 32899 32899 98697 375820 263074 112746 24874 12437 12437 55539 41654 13885 IRELAND FUNDS- OVERSEAS 483259 434933 48326 0 CONTRACT SERVICES 356855 53528 249799 53528 PROGRAM DIRECT COSTS 191584 172426 19158 0 STATE REGISTRATIONS 16408 0 14769 1639 -38 381 -419 25677333 21522440 2066580 2088313 6549852 4387006 4147685 4789130 426554 487150 482417 373275 293675 218019 82888 75656 13065603 15403792 975541 736808 25730540 26252817 461423 153925 6098492 4052366 214070 325100 908357 741822 7682342 5273213 X 10387920 11335477 7660278 9644127 18048198 20979604 25730540 26252817 X 1668131 1286124 -22849 X 0 1 X 1 0 X 19348139 20612793 22490700 20794012 27816248 111061892 19348139 20612793 22490700 20794012 27816248 111061892 16947507 94114385 290058 278065 268408 302354 469874 1608759 1294123 369140 437589 891495 1313490 4305837 116976488 0.80460 0.77770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 1,264,823. 2020 AMOUNT: $ 369,140. 2021 AMOUNT: $ 435,389. 2022 AMOUNT: $ 891,454. 2023 AMOUNT: $ 1,313,490. GROSS INCOME FROM GAMING - 2019 AMOUNT: $ 29,300. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 2,200. 2022 AMOUNT: $ 41. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 25000 12177 363192 1 1 11950 100415 X X X X 0 13766316 98145 2335618 195000 133929 15871150 17016904 129474 -3026047 210000 144015 13766316 14879004 50000 2418480 184407 146173 17016904 13083981 33134 1885595 123706 14879004 10385478 -64123 2872165 109539 13083981 0.39390 0.35000 0.25610 0 0 293675 218019 75656 75656 ACCRUED SALARIES 332010 OPERATING LEASE LIABILITIES 266662 OTHER ACCRUED EXPENSES 143150 741822 X 28474810 1286124 -22849 1263275 27211535 133929 133929 27345464 25543404 0 25543404 133929 133929 25677333 PART V, LINE 4: ENDOWMENT FUNDS THE FUND'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR THE PURPOSE OF CREATING ENCUMBERED AND UNENCUMBERED FUNDS. OVER TIME, IF THE ENDOWMENT GROWS TO A SUSTAINABLE SIZE, THE OBJECTIVE IS THAT THE UNENCUMBERED FUNDS WILL PROVIDE ANNUAL MONIES TO SUPPORT THE ONGOING WORK OF THE AMERICAN IRELAND FUND IN IRELAND AND WORLDWIDE. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS QUASI-ENDOWMENTS. THE SPENDING POLICY FOR THE ENDOWMENT FUND REQUIRES THAT THE FUND (INCLUDING BOARD DESIGNATED FUNDS) REACH A BALANCE OF $10 MILLION PRIOR TO DISTRIBUTION OF ANY EARNINGS. THE BOARD APPROVED THE APPROPRIATION OF $195,000 FOR USE IN OPERATIONS IN 2023. PART X, LINE 2: ASC 740 THE FUND IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE, AS AMENDED (THE "CODE"), AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE FUND IS REQUIRED TO ASSESS UNCERTAIN INCOME TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN EXCHANGE TRANSLATION LOSS -6,962. CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -15,887. THE FOREIGN EXCHANGE LOSS RESULTED FROM A REDUCTION ON VALUE OF FOREIGN OF FOREIGN CURRENCY BALANCES THAT THE FUND HAD ON DEPOSIT DURING THE YEAR. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 17726455 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 7600 0 0 0 0 0 0 17734055 0 17734055 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 22996 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 50000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 6000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 19426 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 25000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 68000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 11859 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 33900 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 22501 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 9713 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 12000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 19426 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 618000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 36000 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 19000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 20000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 119400 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 500000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 14569 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 9713 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 24805 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 99450 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 27480 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 13349 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 12693 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 11212 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 15000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 75000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 105000 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 1596988 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10655 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10500 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 333334 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 128424 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10714 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 117500 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 20000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 19426 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 43300 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 23345 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 15000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 16068 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 75000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10655 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 20000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 11790 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 10655 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 35000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 100626 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 5175 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 14569 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 25000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 21234 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 55000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 158333 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10967 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 26500 0 EUROPE (INCLUDING ICELAND & GREENLAND) PEACE & RECONCILIATION 23000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 6000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 25000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10349 0 EAST ASIA AND THE PACIFIC COMMUNITY DEVELOPMENT 7600 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 25000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 163950 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 100000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 46032 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 67100 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 20000 0 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY DEVELOPMENT 20000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 25000 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 4847632 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 10349 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDUCATION 10000 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 7500 0 EUROPE (INCLUDING ICELAND & GREENLAND) ARTS & CULTURE 20600 0 99 SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) 381 2938300 WIRE 0 0 0 0 0 0 PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. THE FUND MONITORS THE GRANT RECIPIENTS IN A NUMBER OF WAYS: VISITS TO THE GRANTEES TO OBSERVE THE ORGANIZATIONS' PROGRAMS, INTERVIEWS WITH GRANTEES FOR PUBLICATIONS, RECEIPT OF FINANCIAL STATEMENT REPORTING ON HOW THE MONEY WAS SPENT AND GENERAL ONGOING COMMUNICATION WITH THE GRANTEES BY EXECUTIVES AND OTHER EMPLOYEES. PART I, LINE 3: ACCOUNTING METHOD USED TO REPORT GRANTS THE ACCOUNTING METHOD USED TO REPORT GRANTS FOLLOWS THE ACCRUAL METHOD WHICH IS ALSO THE METHOD OF THE ORGANIZATION'S BOOKS AND RECORDS. PART III: THE IRELAND FUNDS GEORGE MOORE SCHOLARSHIP PROGRAM: IN FEBRUARY 2020, THE FUND LAUNCHED THE GEORGE MOORE SCHOLARS PROGRAM, AN AMBITIOUS ALL-IRELAND SCHOLARSHIP PROGRAM THAT OFFERS EXTRAORDINARY SCHOLARSHIPS TO SUPPORT ACADEMICALLY TALENTED STUDENTS WHO WISH TO UNDERTAKE A MASTER'S DEGREE IN THE UNITED STATES, CANADA, UNITED KINGDOM, AUSTRALIA AND OTHER COUNTRIES. THE PROGRAM GIVES THEM THE FINANCIAL RESOURCES AND THE OPPORTUNITY TO REALIZE THEIR FULL CAREER POTENTIAL AND TO PURSUE THEIR HIGHER EDUCATION DREAM OVERSEAS. THE IRELAND FUNDS NO MIND LEFT BEHIND SCHOLARSHIP PROGRAM: THE NO MIND LEFT BEHIND SCHOLARSHIP PROGRAM IS AN INITIATIVE DEVELOPED BY THE FUND AND LONGTIME IRELAND FUNDS' DONORS JOHN AND PAULINE RYAN TO GIVE PROMISING YOUNG PEOPLE AN OPPORTUNITY TO ACCESS AND TO COMPLETE THIRD-LEVEL EDUCATION BY PROVIDING AN ANNUAL SCHOLARSHIP TOWARDS THE COSTS OF BOOKS, ACCOMMODATION AND OTHER KEY EXPENSES. X X X X X X 1 CARLA CAPONE COMPANY LLC 200 PARK AVENUE 17TH FLOOR NEW YORK NY 10166 EVENT PLANNING FUNDRAISING 0 3241282 12600 3228682 SUSAN O'NEILL & ASSOCIATE 5910 GLOSTER ROAD BETHESDA MD 20816 EVENT PLANNING FUNDRAISING 0 1151203 43200 1108003 4392485 55800 4336685 CA CO CT DC FL IL MA NJ NY PA TX VA NEW YORK GALA 3048462 2763462 285000 509913 BOSTON GALA 1683450 1530450 153000 411722 15 5328820 4453330 875490 2069963 10060732 8747242 1313490 2991598 2991598 -1678108 1 BOYS AND GIRLS CLUBS OF BOSTON 200 HIGH STREET SUITE 3B BOSTON MA 021103024 042103922 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT CATHOLIC EXTENSION 150 S WACKER DR 20TH FLOOR CHICAGO IL 60606 366000520 501(C)(3) 25000 0 COMMUNITY DEVELOPMENT CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 222485502 501(C)(3) 10000 0 EDUCATION CHILDREN'S MEDICAL RESEARCH FOUNDATION INC C/O TREASURER 1501 BROADWAY SUITE 1808 NEW YORK NY 10036 132984859 501(C)(3) 260423 0 COMMUNITY DEVELOPMENT CRISTO REY BOSTON HIGH SCHOOL INC 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 501(C)(3) 10000 0 EDUCATION EITHNE AND PADDY FITZPATRICK MEMORIAL FUND 687 LEXINGTON AVENUE NEW YORK NY 10022 133764252 501(C)(3) 15500 0 COMMUNITY DEVELOPMENT GAELIC ATHLETIC ASSOCIATION OF GREATER NEW YORK 1 PATRICIA PLACE YONKERS NY 10704 133964600 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT HARVARD BUSINESS SCHOOL EXED FINANCE TATA HALL SUITE 020 1 SOLDIERS FIELD BOSTON MA 02163 042103580 501(C)(3) 14000 0 EDUCATION IRELAND US COUNCIL FOUNDATION INC C/O BUTTONWOOD PARTNERS 420 LEXINGTON AVE SUITE 356 NEW YORK NY 10170 237003298 501(C)(6) 10206 0 COMMUNITY DEVELOPMENT IRISH ARTS CENTER 553 WEST 51ST STREET NEW YORK NY 10019 510244834 501(C)(3) 197500 0 ARTS & CULTURE IRISH PASTORAL CENTRE 512-516 GALLIVAN BOULEVARD DORCHESTER MA 02124 042106175 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT IRISH REPERTORY THEATRE 132 WEST 22ND STREET 2ND FLOOR NEW YORK NY 10011 133531713 501(C)(3) 35000 0 ARTS & CULTURE MOTHER JONES HERITAGE PROJECT 630 JOANNE LN DEKALB IL 60115 471552120 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT NATIONAL COMMITTEE ON AMERICAN FOREIGN POLICY 320 PARK AVENUE EIGHTH FLOOR NEW YORK NY 100226839 521043767 501(C)(3) 34587 0 COMMUNITY DEVELOPMENT NYU GLUCKSMAN IRELAND HOUSE ONE WASHINGTON MEWS NEW YORK NY 10003 135562308 501(C)(3) 155616 0 EDUCATION SPECIAL OLYMPICS TEXAS 4732 WHIRLWIND DR SAN ANTONIO TX 78217 741998367 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 10000 0 COMMUNITY DEVELOPMENT 16 1 SCHOLARSHIPS 33 965504 SEE PART IV PART I, LINE 2: PROCEDURE FOR MONITORING USE OF GRANT FUNDS IN U.S. THE FUND HAS OFFICES IN 4 LOCATIONS WITH REGIONAL DIRECTORS WHO ARE IN CONTACT WITH THE FUND'S U.S. GRANT RECIPIENTS ON A REGULAR BASIS. THE FUND'S U.S. GRANTS ARE TO ORGANIZATIONS THAT ARE CHARITABLE ORGANIZATIONS UNDER U.S. LAW. PART III: THE IRELAND FUNDS GEORGE MOORE SCHOLARS PROGRAM IS AN AMBITIOUS SCHOLARSHIP PROGRAM THAT OFFERS EXTRAORDINARY SCHOLARSHIPS TO SUPPORT ACADEMICALLY TALENTED STUDENTS FROM THE ISLAND OF IRELAND WHO WISH TO UNDERTAKE A MASTER'S DEGREE IN THE UNITED STATES, CANADA, UNITED KINGDOM, AUSTRALIA AND OTHER COUNTRIES. THE PROGRAM GIVES THEM THE FINANCIAL RESOURCES AND THE OPPORTUNITY TO REALIZE THEIR FULL CAREER POTENTIAL AND TO PURSUE THEIR HIGHER EDUCATION DREAM OVERSEAS. X X X X X 0 0 0 0 0 0 0 0 0 CAITRIONA FOTTRELL WORLDWIDE PRESIDENT AND CEO 375000 0 0 0 0 0 33000 0 13140 0 421140 0 0 0 CONALL MCGONAGLE CHIEF FINANCIAL & ADMIN OFFICER 298310 0 0 0 0 0 30000 0 34847 0 363157 0 0 0 SARAH PAGE VP OF DEVELOPMENT (THRU 10/2023) 188628 0 0 0 0 0 18399 0 12986 0 220013 0 0 0 AINE MALLAGHAN VICE PRESIDENT OF DEVELOPMENT 183992 0 0 0 0 0 18399 0 13139 0 215530 0 0 0 MARJORIE MULDOWNEY VICE PRESIDENT OF DEVELOPMENT 193785 0 0 0 0 0 19378 0 1177 0 214340 0 0 0 MEG FINLEY VICE PRESIDENT OF DEVELOPMENT 119204 0 0 0 0 0 9378 0 34941 0 163523 0 0 0 BRIAN BECK DIRECTOR OF IT 110940 0 0 0 0 0 11094 0 34862 0 156896 0 0 0 X 11950 FMV X 18 1049324 FMV X DONATED GOODS 25 71124 FMV 1 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED THE NUMBER REPORTED IN PART I COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS THERE IS A FAMILY RELATIONSHIP BETWEEN ANTHONY O'REILLY AND CHRYSS O'REILLY THROUGH AUGUST 2023. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 IS COMPILED BY MANAGEMENT AND PREPARED AND SIGNED BY A PUBLIC ACCOUNTING FIRM. A DRAFT OF THE FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE BY MANAGEMENT AND THE PAID PREPARER PRIOR TO BEING SUBMITTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTARY. A COPY OF THE FORM 990 AS IT IS ULTIMATELY FILED IS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO BEING ELECTRONICALLY FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE CONFLICT OF INTEREST POLICY REQUIRES THAT THE BOARD MEMBERS AND TOP MANAGEMENT COMMUNICATE TO THE ORGANIZATION IF ANY CONFLICT OF INTEREST ARISES BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. QUESTIONNAIRES ARE SUBJECT TO REVIEW BY THE CFAO AND CEO, AS APPLICABLE, TO DETERMINE IF A CONFLICT EXISTS. IF A CONFLICT ARISES, IT IS BROUGHT TO THE ATTENTION OF THE AUDIT COMMITTEE AND SUBSEQUENTLY TO THE ENTIRE BOARD. THE PERSON WITH THE CONFLICT DOES NOT PARTICIPATE IN THE BOARD DISCUSSION NOR FINAL DECISION REGARDING RESOLUTION OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION THE CEO'S COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT BOARD MEMBERS. PART OF THE REVIEW OF THE COMPENSATION COMMITTEE INCLUDES AN ANALYSIS OF THE CEO'S COMPENSATION BY AN OUTSIDE COMPENSATION CONSULTANT WHO RESEARCHES AND COMPARES COMPENSATION DATA WITH LIKE POSITIONS IN SIMILAR ORGANIZATIONS. THE REVIEW BY AN OUTSIDE COMPENSATION CONSULTANT IS PERFORMED AT LEAST EVERY 5 YEARS. A RECOMMENDATION IS MADE BY THE CONSULTANT AS TO WHETHER THE PROPOSED COMPENSATION IS REASONABLE, TAKING INTO CONSIDERATION THE RESEARCH CONDUCTED AS WELL AS COMPARISONS TO OTHER NONPROFIT ORGANIZATIONS. THE ANALYSIS IS THEN SUBMITTED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL AND CONTEMPORANEOUSLY DOCUMENTATED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: FOREIGN EXCHANGE TRANSLATION LOSS -6,962. CHANGE IN VALUE OF CASH SURRENDER VALUE OF LIFE INSURANCE -15,887.