2024-10-30T13:54:13-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2023-01-01 133226589 OLD BLUE RUGBY FOUNDATION OLDB 2122728635 CO ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 ED SIMPSON TREASURER 2122728635 2024-10-28 1 0 JOSEPH L ALI CPA P02093808 2122862600 2023 2024-10-15 13:58:12Z X 2077574 X 163651 396 396 396 35818 35818 35818 14401 500172 14442 0 23296 2800 23296 237562 53456 59510 0 0 0 0 2055 0 0 2055 11229 0 0 11229 311324 1728 20485 289111 324608 1728 20485 302395 13000 13000 337608 1728 20485 315395 -100046 51728 39025 5000 6871 6871 13626 76470 76470 0 298746 298746 57165 0 0 1798444 1695487 1695487 1874235 2077574 2077574 0 0 X 1874235 2077574 1874235 2077574 1874235 2077574 1874235 -100046 303385 2077574 0 2077574 PUBLICLY TRADED SECURITIES 497537 483270 14267 14267 JP MORGAN CHASE & CO (JPM) 18 SHARES 2023-11-01 2023-11-14 2635 2460 175 175 14442 0 719 0 719 0 719 0 0 0 0 0 42 761 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 1 0 0 1 N/A EDWARD SIMPSON 2125528635 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN MURPHY C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD CHAIR 5.00 0 0 0 EDWARD SIMPSON C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 TREASURER 2.00 0 0 0 PAUL DEBARY C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 PARKER BAGLEY C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 KEITH FORMAN C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 DAVID HOEHMANN C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 EDWARD MALMSTROM C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 MATTHEW HEISLER C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER 1.00 0 0 0 DEREK LIPSCOMB C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 BOARD MEMBER - AS OF 01/01/23 1.00 0 0 0 NONE 0 NONE 0 TO 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. 243952 0 1951731 40994 0 1992725 0 0 1992725 29891 1962834 98142 X 315395 0 315395 X 39025 34131 0 0 73156 33171 29011 0 0 62183 315395 213996 0 0 529391 13000 7500 0 0 20500 302395 206496 0 0 508891 0 0 65428 67424 0 0 132852 0 0 0 0 X PLAY RUGBY USA 252 W 37TH STREET SUITE 4000 NEW YORK NY 10018 N/A PC IN SUPPORT OF AMATEUR YOUTH RUGBY 13000 13000 0 14 396 14 35818 18 14401 01 -45159 OTHER INCOME 01 11 TOURNEMENT INCOME 01 2800 0 8267 0 8267 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM V CAMPBELL FOUNDATION 305 CHURCHILL AVE PALO ALTO CA 94301 55000 X 2 VBRICK 607 HENDERSON BLVD - SUITE 300 HERNDON VA 20170 24500 X 3 CHRIS DURNAN 100 BOYD STREET LONG BEACH NY 11561 5000 X 4 ED MALMSTROM 7 SPRUCE LANE CHATHAM NJ 07928 34180 X ACCOUNTING AND TAX PREPARATION FEES 11229 0 0 11229 298746 298746 0 0 VANGUARD VALUE ETF (VTV) 2,017.902 SHS FMV 301676 301676 VANGUARD GROWTH ETF (VUG) 1,458.503 SHS FMV 453419 453419 VANGUARD MID-CAP GROWTH INDEX FUND CL (VMGMX) 2,095.820 SHS FMV 198118 198118 VANGUARD SMALL CAP GROWTH INDEX FD (VSGAX) 2,269.255 SHS FMV 192841 192841 WISDOMTREE US ESG FUND (RESP) 1,200.000 SHS FMV 59025 59025 WISDOMETREE US LARGE CAP FUND (EPS) 1,200.000 SHS FMV 60138 60138 WISDOMETREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 6,122.227 SHS FMV 430270 430270 LEGAL FEES 2055 0 0 2055 RUGBY COACHING 100126 0 0 100126 OTHER DIRECT RUGBY ACTIVITIES 3991 0 0 3991 RUGBY PLAYER AND COACH TRAVEL 139835 0 0 139835 BANK FEES 1728 1728 0 0 SPECIAL EVENTS - BANQUET 65644 0 20485 45159 OTHER INCOME 11 11 TOURNEMENT INCOME 2800 2800 2800 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 20485 20485 UNREALIZED GAIN ON INVESTMENTS 303385 WILLIAM V CAMPBELL FOUNDATION 305 CHURCHHILL AVE PALO ALTO CA 94301 ED MALMSTROM 7 SPRUCE LANE CHATHAM NJ 07928 VBRICK 607 HERNDON BLVD - SUITE 300 HERNDON VA 20170