2023-11-14T10:15:56-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2022-01-01 133226589 OLD BLUE RUGBY FOUNDATION OLDB 2122728635 CO ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 ED SIMPSON TREASURER 2122728635 2023-11-14 1 ED SIMPSON 999009999 0 JOSEPH L ALI CPA P02093808 2122862600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 1874235 X 90100 14 14 14 34057 34057 34057 21305 110444 21305 0 10410 0 10410 155886 55376 44481 0 0 0 0 8300 0 0 8300 208980 434 10350 198196 217280 434 10350 206496 7500 7500 224780 434 10350 213996 -68894 54942 34131 5000 5000 17716 13626 13626 76790 57165 57165 2334904 1798444 1798444 2429410 1874235 1874235 0 0 X 2429410 1874235 2429410 1874235 2429410 1874235 2429410 -68894 0 2360516 486281 1874235 PUBLICLY TRADED SECURITIES 110444 89139 21305 21305 21305 0 764 0 764 0 764 0 0 0 0 0 36 800 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 0 1 N/A EDWARD SIMPSON 2125528635 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 0 0 0 1 0 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 - AS OF 01/01/22 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. 162046 0 2032238 21279 0 2053517 0 0 2053517 30803 2022714 101136 X 213996 0 213996 X 34131 0 0 0 34131 29011 0 0 0 29011 213996 0 0 0 213996 7500 0 0 0 7500 206496 0 0 0 206496 0 0 67424 0 0 0 67424 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 7500 7500 0 14 14 14 34057 18 21305 01 -36150 OTHER INCOME 01 60 0 19286 0 19286 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 ED MALMSTROM 7 SPRUCE LANE CHATHAM NJ 07928 24500 X ACCOUNTING AND TAX PREPARATION FEES 8300 0 0 8300 BANK OF AMERICA CORP (BAC) 1,726.000 SHS 57165 57165 ISHARES TIPS BOND ETF (TIP) 34.000 SHS FMV 3619 3619 ISHARES 1-5 YEAR INVESTMENT GRADE (IGSB) 2,860.000 SHS FMV 142485 142485 ISAHRES MBS ETF (MBB) 506.000 SHS FMV 46932 46932 PIMCO ENHANCED LOW DURATION ACTIVE ETF (LDUR) 1,023.000 SHS FMV 96428 96428 VANGUARD VALUE ETF (VTV) 1,966.963 SHS FMV 276102 276102 VANGUARD GROWTH ETF (VUG) 1,540.783 SHS FMV 328356 328356 VANGUARD INTERMEDIATE-TERM (VCIT) 1,360.000 SHS FMV 105414 105414 VANGUARD MID-CAP GROWTH INDEX FUND CL (VMGMX) 2,191.734 SHS FMV 169574 169574 VANGUARD SMALL CAP GROWTH INDEX FD (VSGAX) 2,375.506 SHS FMV 167497 167497 WISDOMTREE US ESG FUND (RESP) 1,200.000 SHS FMV 49283 49283 WISDOMTREE US AI ENHANCE VALUE FUND (AIVL) 1.000 SHS FMV 92 92 WISDOMETREE US LARGE CAP FUND (EPS) 1,200.000 SHS FMV 49896 49896 WISDOMETREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 6,010.042 SHS FMV 362766 362766 UNREALIZED LOSS ON INVESTMENTS 486281 COACHING 83125 0 0 83125 OTHER DIRECT RUGBY ACTIVITIES 15573 0 0 15573 PLAYER AND COACH TRAVEL 63348 0 0 63348 BANK FEES 434 434 0 0 SPECIAL EVENTS - BANQUET 46500 0 10350 36150 OTHER INCOME 60 60 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 10350 10350