OLD BLUE RUGBY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OLD BLUE RUGBY FOUNDATION INC (EIN 13-3226589)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-30
IRS object ID
202443049349101114
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T13:54:13-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133226589EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OLD BLUE RUGBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOLDBBusinessNameControlTxt
Phone2122728635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO ED SIMPSON 22 WALTHERY AVENUEAddressLine1Txt
CityRIDGEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07450ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonED SIMPSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2122728635PhoneNum
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,077,574FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$163,651ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$396InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$396InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$396InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$35,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,818DividendsNetInvstIncmAmt
Dividends Adj Net Incm$35,818DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$14,401NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$500,172GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,442CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$23,296OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,800OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$23,296OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$237,562TotalRevAndExpnssAmt
Total Net Invst Incm$53,456TotalNetInvstIncmAmt
Total Adj Net Incm$59,510TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,055LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,055LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,229AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$11,229AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$311,324OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,728OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$20,485OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$289,111OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$324,608TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,728TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$20,485TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$302,395TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,608TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,728TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$20,485TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$315,395TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$100,046ExcessRevenueOverExpensesAmt
Net Investment Income$51,728NetInvestmentIncomeAmt
Adjusted Net Income$39,025AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,000CashBOYAmt
Cash EOY$6,871CashEOYAmt
Cash EOYFMV$6,871CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,626SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,470SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$298,746USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$298,746USGovtObligationsEOYFMVAmt
Corporate Stock BOY$57,165CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$1,798,444OtherInvestmentsBOYAmt
Other Investments EOY$1,695,487OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,695,487OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,874,235TotalAssetsBOYAmt
Total Assets EOY$2,077,574TotalAssetsEOYAmt
Total Assets EOYFMV$2,077,574TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,874,235NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,077,574NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,874,235TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,077,574TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,874,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,077,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,874,235TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$100,046ExcessRevenueOverExpensesAmt
Other Increases$303,385OtherIncreasesAmt
Subtotal$2,077,574SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,077,574TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$497,537$483,270$14,267$14,267
JP MORGAN CHASE & CO (JPM) 18 SHARES$2,635$2,460$175$1752023-11-012023-11-14
FieldValueIRS element (for citing)
Capital Gain Net Income$14,442CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$719InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$719SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$719TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$42EsPenaltyAmt
Tax Due$761TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEDWARD SIMPSONIndividualWithBooksNm
Phone2125528635PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 WALTHERY AVENUEAddressLine1Txt
CityRIDGEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07450ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN MURPHY
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD CHAIR5.00$0$0$0
EDWARD SIMPSON
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450TREASURER2.00$0$0$0
PAUL DEBARY
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
PARKER BAGLEY
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
KEITH FORMAN
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
DAVID HOEHMANN
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
EDWARD MALMSTROM
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
MATTHEW HEISLER
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER1.00$0$0$0
DEREK LIPSCOMB
C/O ED SIMPSON 22 WALTHERY AVENUERIDGEWOODNJ07450BOARD MEMBER - AS OF 01/01/231.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO SUPPORT AND DEVELOP AMATEUR RUGBY. THE FOUNDATION COVERS THE COST OF COACHING, TRAVEL, EQUIPMENT, FACILITIES AND OTHER DIRECT RUGBY ACTIVITIES FOR USE IN THE FURTHERANCE OF AMATEUR RUBGY COMPETITION IN THE NEW YORK AREA.Description1Txt
Expenses1$243,952Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,951,731AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,992,725TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,992,725AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,891CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,962,834NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,142MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$315,395ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$315,395QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$39,025CurrentYearAmt
Year1$34,131Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$73,156TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$33,171CurrentYearAmt
Year1$29,011Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$62,183TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$315,395CurrentYearAmt
Year1$213,996Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$529,391TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$13,000CurrentYearAmt
Year1$7,500Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$20,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$302,395CurrentYearAmt
Year1$206,496Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$508,891TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$65,428CurrentYearAmt
Year1$67,424Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$132,852TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PLAY RUGBY USABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1252 W 37TH STREET SUITE 4000AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeIN SUPPORT OF AMATEUR YOUTH RUGBYGrantOrContributionPurposeTxt
Amt$13,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$396ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,818ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,401ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion-$45,159ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME01$11
TOURNEMENT INCOME01$2,800

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,267ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,267TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WILLIAM V CAMPBELL FOUNDATION
1305 CHURCHILL AVEPALO ALTOCA94301$55,000Yes (X)
VBRICK
2607 HENDERSON BLVD - SUITE 300HERNDONVA20170$24,500Yes (X)
CHRIS DURNAN
3100 BOYD STREETLONG BEACHNY11561$5,000Yes (X)
ED MALMSTROM
47 SPRUCE LANECHATHAMNJ07928$34,180Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATION FEESCategoryTxt
Amt$11,229Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,229DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$298,746USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$298,746USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD VALUE ETF (VTV) 2,017.902 SHSFMV$301,676$301,676
VANGUARD GROWTH ETF (VUG) 1,458.503 SHSFMV$453,419$453,419
VANGUARD MID-CAP GROWTH INDEX FUND CL (VMGMX) 2,095.820 SHSFMV$198,118$198,118
VANGUARD SMALL CAP GROWTH INDEX FD (VSGAX) 2,269.255 SHSFMV$192,841$192,841
WISDOMTREE US ESG FUND (RESP) 1,200.000 SHSFMV$59,025$59,025
WISDOMETREE US LARGE CAP FUND (EPS) 1,200.000 SHSFMV$60,138$60,138
WISDOMETREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 6,122.227 SHSFMV$430,270$430,270

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,055LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,055DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
RUGBY COACHING$100,126$0$0$100,126
OTHER DIRECT RUGBY ACTIVITIES$3,991$0$0$3,991
RUGBY PLAYER AND COACH TRAVEL$139,835$0$0$139,835
BANK FEES$1,728$1,728$0$0
SPECIAL EVENTS - BANQUET$65,644$0$20,485$45,159

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INCOME$11$11
TOURNEMENT INCOME$2,800$2,800$2,800
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS$20,485$20,485

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$303,385Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
WILLIAM V CAMPBELL FOUNDATION
305 CHURCHHILL AVEPALO ALTOCA94301
ED MALMSTROM
7 SPRUCE LANECHATHAMNJ07928
VBRICK
607 HERNDON BLVD - SUITE 300HERNDONVA20170

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