OLD BLUE RUGBY FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OLD BLUE RUGBY FOUNDATION INC (EIN 13-3226589)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202023149349301382
Schema version
2019v5.1
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)
Return2020-11-09T09:54:55-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1665 FIFTH AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.162.87.169IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm09:27:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7EC319DD3A89F5EC01B1552251B9921915F5D29DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerED SIMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ED SIMPSON 22 WALTHERY AVENUEAddressLine1Txt
CityRIDGEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07450ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$763,034GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO SUPPORT AND DEVELOP AMATEUR RUGBY IN THE UNITED STATES.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$146,271PYContributionsGrantsAmt
CY Contributions Grants$134,783CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$34,451PYInvestmentIncomeAmt
CY Investment Income$164,451CYInvestmentIncomeAmt
PY Other Revenue-$5,600PYOtherRevenueAmt
CY Other Revenue-$5,804CYOtherRevenueAmt
PY Total Revenue$175,122PYTotalRevenueAmt
CY Total Revenue$293,430CYTotalRevenueAmt
PY Grants And Similar Paid$6,700PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$192,963PYOtherExpensesAmt
CY Other Expenses$198,010CYOtherExpensesAmt
PY Total Expenses$199,663PYTotalExpensesAmt
CY Total Expenses$201,010CYTotalExpensesAmt
PY Revenues Less Expenses-$24,541PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$92,420CYRevenuesLessExpensesAmt
Total Assets BOY$1,578,438TotalAssetsBOYAmt
Total Assets EOY$1,914,529TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,578,438NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,914,529NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT AND DEVELOP AMATEUR RUGBY IN THE UNITED STATES. AND, SPECIFICALLY, TO NATURE AND SUPPORT THE OLD BLUE RUGBY CLUB AND IT'S PURSUIT OF RUGBY EXCELLENCE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$192,728ExpenseAmt
Grant$3,000GrantAmt
DescALL ACTIVITIES ARE FOR THE PURPOSE OF SUPPORTING AMATEUR RUGBY IN THE UNITED STATES. THE FOUNDATION PROVIDES GRANTS TO COVER THE COST OF COACHING, TRAVEL, EQUIPMENT AND FACILITIES FOR USE BY AMATEUR RUGBY CLUBS IN THE NEW YORK AREA AND ALSO PROVIDES CONTRIBUTIONS TO PLAY RUGBY USA, INC. TO SUPPORT ITS YOUTH RUGBY PROGRAMS AT THE PRIMARY AND SECONDARY SCHOOL LEVELS NATIONWIDE AND TO COLUMBIA UNIVERSITY IN SUPPORT OF ITS UNDERGRADUATE CLUB RUGBY SPORTS PROGRAM.Desc
Total Program Service Expenses$192,728TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document9IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonEDWARD SIMPSONPersonNm
Phone2125528635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 WALTHERY AVENUEAddressLine1Txt
CityRIDGEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07450ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRIAN MURPHY
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
EDWARD MALMSTROM
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
ADRIAN SCOTT - RESIGNED 020119
CFO3.00Yes (X)Yes (X)$0$0$0
EDWARD SIMPSON
TREASURER2.00Yes (X)Yes (X)$0$0$0
PAUL DEBARY
BOARD MEMBER1.00Yes (X)$0$0$0
PARKER BAGLEY
BOARD MEMBER1.00Yes (X)$0$0$0
KEITH FORMAN
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID HOEHMANN - JOINED 020119
BOARD MEMBER1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$133,383FundraisingAmt
All Other Contributions$1,400AllOtherContributionsAmt
Total Contributions$134,783TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,196TotalRevenueColumnAmt
Exclusion$27,196ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$555,679SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$418,424SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$137,255SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$137,255TotalRevenueColumnAmt
Related Or Exempt Func Income$137,255RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,485FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$133,383ContriRptFundraisingEventAmt
Fundraising Direct Expenses$51,180FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$7,695TotalRevenueColumnAmt
Exclusion-$7,695ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,891TotalRevenueColumnAmt
Exclusion$1,891ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,891OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$293,430TotalRevenueColumnAmt
Related Or Exempt Func Income$137,255RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$21,392ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Program Services$3,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,462TotalAmt
Management And General$7,462ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$820TotalAmt
Management And General$820ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$97,330TotalAmt
Program Services$97,330ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
COACHING$86,451$86,451
OTHER DIRECT RUGBY ACTI$3,885$3,885
BANK FEES$2,062$2,062

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$201,010TotalAmt
Program Services$192,728ProgramServicesAmt
Management And General$8,282ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$29,422BOYAmt
EOY$220,495EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,549,016BOYAmt
EOY$1,694,034EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,578,438BOYAmt
EOY$1,914,529EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,578,438BOYAmt
EOY$1,914,529EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,578,438BOYAmt
EOY$1,914,529EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,578,438BOYAmt
EOY$1,914,529EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$92,420ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$243,671NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$137,756CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,861CurrentTaxYearMinus1YearAmt
Current Tax Year$128,979CurrentTaxYearAmt
Total$651,459TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$137,756CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$64,289CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,861CurrentTaxYearMinus1YearAmt
Current Tax Year$128,979CurrentTaxYearAmt
Total$651,459TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$487,531SubstantialContributorsTotAmt
Public Support Total170$163,928PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$59,408CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,421CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,451CurrentTaxYearMinus1YearAmt
Current Tax Year$164,451CurrentTaxYearAmt
Total$356,937TotalAmt
FieldValueIRS element (for citing)
Total Support$1,008,396TotalSupportAmt
Public Support CY1700.16260PublicSupportCY170Pct
Public Support PY1700.20950PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestSTATEMENT REGARDING OLD BLUE RUGBY FOUNDATION'S SATISFACTION OF THE PUBLIC SUPPORT REQUIREMENT - SECTION 1.170A-9T (F) (3) 10% FACTS AND CIRCUMSTANCES TESTTHE PURPOSE OF THIS STATEMENT IS TO PROVIDE DETAILED INFORMATION SUPPORTING THE CONTINUED QUALIFICATION OF OLD BLUE RUGBY FOUNDATION (OLD BLUE) AS A PUBLIC CHARITY THROUGH MEETING REQUIREMENTS OF THE "10% FACTS AND CIRCUMSTANCES TEST". OLD BLUE (EIN 13-3226589) WAS ORGANIZED AND INCORPORATED IN 1985 AS A 501(C)(3) PUBLIC CHARITY TO SUPPORT THE DEVELOPMENT OF AMATEUR RUGBY IN THE UNITED STATES. FOR THE BULK OF ITS EXISTENCE, THE ORGANIZATION, OPERATED THROUGH A DEDICATED BOARD OF TRUSTEES, HAS GENERATED MODEST INCOME THROUGH DONATIONS FROM BOTH PUBLIC AND PRIVATE SOURCES, AND PROVIDED GRANTS-IN-AID TO A VARIETY OF RECIPIENTS TO SUPPORT EDUCATION, TRAINING SCHOLARSHIPS, ACTIVITIES AND PROGRAMS. DURING THESE YEARS, THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE HAS REMAINED WELL ABOVE THE LEVEL REQUIRED TO MAINTAIN THE STATUS OF A PUBLIC CHARITY. HOWEVER, THE LEVEL OF SUPPORT THAT WAS GENERATED ONLY ALLOWED THE FOUNDATION TO PROVIDE SUPPORT ON A YEAR-BY-YEAR BASIS. THE FOUNDATION'S ABILITY TO ENGAGE IN LONGER RANGE (OVER A YEAR) PROGRAMS AND TO ATTRACT SERIOUS ADDITIONAL SUPPORT WAS LIMITED BY THE FACT THAT ALL AMOUNTS RAISED WERE NEEDED TO SUPPORT CURRENT YEAR ACTIVITIES.OLD BLUE GENERALLY HAS OVER 500 DONORS WHO CONTRIBUTE AT LEAST ONCE EVERY FIVE YEARS. IN CONJUNCTION WITH A COACHING INITIATIVE AND A CELEBRATION MARKING A SIGNIFICANT EVENT IN U.S. RUGBY HISTORY, OLD BLUE MADE AN EFFORT TO ATTRACT AND RECEIVED SPECIAL CONTRIBUTIONS. THIS INITIATIVE WAS SUCCESSFUL IN ATTRACTING SUBSTANTIAL INCREASED SUPPORT FROM OTHER REGULAR DONORS IN 2015 AND 2016, ALTHOUGH PRIMARY DONOR SUPPORT WAS REDUCED. THE INITIATIVE WAS ALSO SUCCESSFUL IN PROVIDING AN ENDOWMENT EXPECTED TO SUPPORT APPROXIMATELY 25% OF ANNUAL BUDGETED EXPENSES AND PERMITTED OLD BLUE TO EXPAND SUPPORT FOR YOUTH RUGBY PROGRAMS AND SCHOLARSHIPS BEYOND ITS TRADITIONAL NEW YORK AREA. THIS PROVED TO BE IMPORTANT IN 2017, WHEN CONTRIBUTIONS FROM REGULAR DONORS UNEXPECTEDLY DECLINED AND THE PERCENTAGE OF SUPPORT FROM CORE DONORS CONSEQUENTLY INCREASED. WITH THE STRONG ECONOMY, OLD BLUE HAD EXPECTED CONTRIBUTIONS FROM OTHERS TO INCREASE IN 2017 AND OFFSET THE LOSS OF CONTRIBUTIONS FROM ONE OF ITS LEAD DONORS. HOWEVER, IN 2017, IT ACTUALLY EXPERIENCED A DECLINE IN OTHER CONTRIBUTIONS. AS A RESULT, OLD BLUE IMPLEMENTED A PROCESS TO INCREASE CONTRIBUTIONS FROM THE GENERAL PUBLIC, INCLUDING BETTER COMMUNICATIONS WITH DONORS AND OUTREACH TO A BROADER SEGMENT OF SUPPORTERS. IN 2018, THE LEVEL OF SUPPORT FROM SMALLER DONORS RETURNED TO LEVELS CLOSER TO WHAT THEIR LEVEL OF CONTRIBUTIONS HAD BEEN IN PRIOR YEARS. THIS RESULTED IN AN OVERALL LEVEL OF PUBLIC SUPPORT FOR THE LAST FIVE YEARS CLOSER TO 20%. IN FUTURE YEARS OLD BLUE EXPECTS THE LEVEL OF PUBLIC SUPPORT TO RETURN TO A LEVEL ABOVE 33.33%.IT SHOULD BE NOTED THAT, WHILE IT HAS A WELL-ESTABLISH BASE OF ACTIVE CONTRIBUTORS, OLD BLUE HAS NEVER USED PROFESSIONAL FUNDRAISERS OR FUNDRAISING COUNSEL. THE ORGANIZATION HAS BEEN AND CONTINUES TO BE ENTIRELY RUN BY UNPAID VOLUNTEERS WHO, DESPITE BEING SUCCESSFUL PROFESSIONALS AND MANAGERS IN THEIR OWN RIGHT, DEVOTE CONSIDERABLE TIME AND EFFORT TO OLD BLUE'S PROGRAMS AND HAVE HAD A LONG STANDING INVOLVEMENT IN AMATEUR RUGBY AT A NATIONAL LEVEL. ACCORDINGLY, IT MAY NOT BE AS EFFECTIVE AS IT MIGHT BE IN SUSTAINING CONSISTENT FUND RAISING EFFORTS. HOWEVER, IT BELIEVES THAT IN THE LONG RUN THE INTERESTS OF AN AMATEUR SPORT WILL BE BEST SERVED BY NOT BEING TOO PROFESSIONAL. OLD BLUE FEELS THAT IT HAS BEEN WELL SERVED BY RELYING ON MANAGERS WHO HAVE BEEN ACTIVELY INVOLVED AND CAN ADDRESS THE ACTUAL NEEDS OF THE AMATEUR SPORTS ORGANIZATIONS AND ATHLETES WHO RELY ON OLD BLUE'S ASSISTANCE. THIS INFORMATION DEMONSTRATES THE ORGANIZATION'S CAPACITY TO SATISFY THE ELEMENTS OF THE "10% FACTS AND CIRCUMSTANCES TEST" AS DESCRIBED IN REGULATION SECTION 1.170A-T(F)(3) AND CONTINUE TO OPERATE AS A PUBLIC CHARITY IN THE FUTURE:1) THE TOTAL AMOUNT OF GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED IS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED.SINCE ITS INCEPTION, OLD BLUE HAS MET AND EXCEEDED THIS ELEMENT OF THE TEST. IN FACT, DURING THE ENTIRE 2015 THROUGH 2019 MEASUREMENT PERIOD, THE PUBLIC SUPPORT LEVELS FAR EXCEEDED 10% OF THE REQUIRED MINIMUM PUBLIC SUPPORT PERCENTAGE TO BE CONSIDERED SUBSTANTIALLY SUPPORTED BY THE GENERAL PUBLIC. DESPITE A SUBSTANTIAL INFUSION OF NEW FUNDS FROM A CHARITABLE FOUNDATION IN 2018 AND 2019, THE PUBLIC SUPPORT PERCENTAGE CALCULATED ON SCHEDULE A, PART II, SECTION C, LINE 14 WAS 16.3% FOR 2019, CLOSE TO THE 20.9% LEVEL FOR 2018 AND 16.9% LEVEL IN 2017. 2) OLD BLUE HAS A CONTINUOUS AND BONA-FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, GOVERNMENTAL UNITS, OR PUBLIC CHARITIES.RECENT FUND RAISING EFFORTS HAVE STRENGTHENED HISTORIC RELATIONSHIPS WITH INDIVIDUALS AND ORGANIZATIONS WITHIN THE AMATEUR ATHLETIC COMMUNITY IN THE UNITED STATES. WITH THE INCREASED VISIBILITY AND CONSISTENCY OF ITS SUPPORT FOR AMATEUR RUGBY, OLD BLUE BELIEVES ITS BASE OF REGULAR CONTRIBUTORS WILL CONTINUE TO GROW. IN PARTICULAR, OLD BLUE HAS CONTINUED ITS SUPPORT OF COLLEGIATE RUGBY PROGRAMS AND HAS BEEN INSTRUMENTAL IN SUPPORTING THE INITIATION OF A HIGHLY SUCCESSFUL YOUTH RUGBY PROGRAM IN THE NEW YORK CITY SCHOOLS, WHICH IS NOW EXPANDING TO OTHER CITIES. THIS FOCUS ON YOUTH RUGBY DEVELOPMENT WILL ENABLE OLD BLUE TO ATTRACT NEW AND ADDITIONAL SUPPORT FOR ITS PROGRAMS AND FOR AMATEUR RUGBY IN GENERAL IN THE FUTURE. 3) ALL OTHER PERTINENT FACTS AND CIRCUMSTANCES, INCLUDING THE PERCENTAGE OF ITS SUPPORT FROM GOVERNMENTAL AND PUBLIC SOURCES, THE NATURE OF THE ORGANIZATION'S GOVERNING BOARD, THE EXTENT TO WHICH ITS FACILITIES AND PROGRAMS ARE PUBLICLY AVAILABLE, AND WHETHER ITS ACTIVITIES ARE LIKELY TO APPEAL TO PERSONS HAVING SOME BROAD COMMON INTEREST OR PURPOSE.OLD BLUE'S TRACK RECORD OVER MANY DECADES OF OPERATING ENTIRELY WITH VOLUNTEERS AND SUPPORT FROM FORMER RUGBY PLAYERS AND COACHES, AS WELL AS ITS LONGSTANDING TIES TO COLLEGIATE AND YOUTH RUGBY PROGRAMS DEMONSTRATES THAT IT CAN SUSTAIN SUPPORT WITHIN THE AMATEUR RUGBY COMMUNITY. IN FACT, IT IS THE CHARACTER AND EFFECTIVENESS OF THE LEADERSHIP THAT HAVE ALLOWED IT TO OBTAIN SUCH GENEROUS SUPPORT FROM MAJOR DONORS. SIGNIFICANTLY, OVER HALF OF THE AMOUNT CONTRIBUTED IN THE LAST TWO YEARS HAVE BEEN FROM A SINGLE CHARITABLE FOUNDATION THAT HAS NO REPRESENTATION OR INVOLVEMENT IN THE OPERATION OR MANAGEMENT OLD BLUE. MOST OF THE PROGRAM ACTIVITIES OF THE ORGANIZATION ARE CONDUCTED IN THE NORTHEAST AND IN AND AROUND THE NEW YORK AREA. THE ORGANIZATION'S PROJECTS AND ACTIVITIES ARE WELL KNOWN IN THE RUGBY COMMUNITY AND IT WORKS COOPERATIVELY WITH MANY OTHER NON-PROFIT ENTITIES THAT SUPPORT THAT COMMUNITY IN THE UNITED STATES. THE ORGANIZATION HAS SHOWN THE ABILITY TO ATTRACT A BLEND OF PUBLIC AND PRIVATE DONATIONS, AND SUPPORTS AND WORKS IN COLLABORATION WITH OTHER NON-PROFIT ENTITIES TO PROVIDE AND RECEIVE GRANTS AND IN-KIND SUPPORT. THE AMATEUR ATHLETIC CONTESTS THAT OLD BLUE SUPPORTS ARE TYPICALLY FREE AND OPEN TO THE PUBLIC. THEY ARE OFTEN HELD IN PUBLIC PARKS OR EDUCATIONAL FACILITIES AND DRAW A DIVERSE GROUP OF SPECTATORS OF ALL AGES, ETHNIC ORIGINS AND ECONOMIC BACKGROUNDS. IT IS PRECISELY THE ABILITY OF RUGBY TO BUILD AND STRENGTHEN DIVERSE COMMUNITIES THAT ATTRACTS PUBLIC SUPPORT TO OLD BLUE AND OTHER ORGANIZATIONS THAT SPONSOR AMATEUR RUGBY COMPETITIONS.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BANQUETEvent1Nm
Gross Receipts Event1$176,868GrossReceiptsEvent1Amt
Charitable Contri Event1$133,383CharitableContriEvent1Amt
Gross Revenue Event1$43,485GrossRevenueEvent1Amt
Other Direct Expenses Event1$51,180OtherDirectExpensesEvent1Amt
Gross Receipts Total$176,868GrossReceiptsTotalAmt
Charitable Contributions Tot$133,383CharitableContributionsTotAmt
Gross Revenue Total Events$43,485GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$51,180OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$51,180DirectExpenseSummaryEventsAmt
Net Income Summary-$7,695NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S EXECUTIVE COMMITTEE IS RESPONSIBILE FOR REVIEWING THE FORM 990 BEFORE IT IS FILED, ON BEHALF OF THE ENTIRE BOARD. A COPY OF THE FILED RETURN IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AFTER IT HAS BEEN FILED WITH THE IRS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UNLESS UPON REQUEST. THE COPY OF THE 990 THAT IS MAINTAINED ON WWW.GUIDESTAR.ORG IS THE ONLY PUBLIC DOCUMENT MADE AVAILABLE BY THE ORGANIZATION.

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