2020-11-09T09:54:55-06:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990 2019-01-01 133226589 OLD BLUE RUGBY FOUNDATION OLDB 2122728635 CO ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 ED SIMPSON TREASURER 2122728635 2020-11-09 1 JOSEPH L ALI CPA P02093808 2122862600 104.162.87.169 2020-11-09 09:27:09 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7EC319DD3A89F5EC01B1552251B9921915F5D29D 2019 2021-01-29 14:40:06Z X ED SIMPSON C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 763034 0 X N/A X 1985 NJ TO SUPPORT AND DEVELOP AMATEUR RUGBY IN THE UNITED STATES. 7 7 0 9 0 0 146271 134783 0 0 34451 164451 -5600 -5804 175122 293430 6700 3000 0 0 0 0 0 0 0 192963 198010 199663 201010 -24541 92420 1578438 1914529 0 0 1578438 1914529 TO 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. 0 0 192728 3000 ALL 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. 192728 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 NY X EDWARD SIMPSON 2125528635 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 X BRIAN MURPHY PRESIDENT 5.00 X X 0 0 0 EDWARD MALMSTROM BOARD CHAIR 5.00 X X 0 0 0 ADRIAN SCOTT - RESIGNED 020119 CFO 3.00 X X 0 0 0 EDWARD SIMPSON TREASURER 2.00 X X 0 0 0 PAUL DEBARY BOARD MEMBER 1.00 X 0 0 0 PARKER BAGLEY BOARD MEMBER 1.00 X 0 0 0 KEITH FORMAN BOARD MEMBER 1.00 X 0 0 0 DAVID HOEHMANN - JOINED 020119 BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 133383 1400 134783 27196 27196 555679 418424 137255 137255 137255 43485 133383 51180 -7695 -7695 MISC INCOME 900099 1891 1891 1891 293430 137255 0 21392 3000 3000 7462 7462 820 820 97330 97330 COACHING 86451 86451 OTHER DIRECT RUGBY ACTI 3885 3885 BANK FEES 2062 2062 201010 192728 8282 0 29422 220495 1549016 1694034 1578438 1914529 0 0 X 1578438 1914529 1578438 1914529 1578438 1914529 92420 243671 0 X 0 0 0 X 137756 180574 64289 139861 128979 651459 137756 180574 64289 139861 128979 651459 487531 163928 59408 45421 53206 34451 164451 356937 1008396 0.16260 0.20950 X STATEMENT 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BANQUET 176868 133383 43485 51180 176868 133383 43485 51180 51180 -7695 FORM 990, PART VI, SECTION B, LINE 11B THE 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 19 THE 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.