2025-10-28T16:54:54-05:00 2024-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2024-01-01 133226589 OLD BLUE RUGBY FOUNDATION OLDB 2122728635 CO ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 ED SIMPSON TREASURER 2122728635 2025-10-28 1 1 JOSEPH L ALI CPA P02093808 2122862600 2024 2025-03-06 01:10:19Z X 2274210 X 254278 7597 7597 7597 34603 34603 34603 318590 846147 323275 69 7380 0 7380 622448 365475 49649 0 0 0 0 8920 0 0 8920 14693 0 0 14693 1022 0 0 719 332127 965 7380 323740 356762 965 7380 348072 21200 21200 377962 965 7380 369272 244486 364510 42269 6871 39525 39525 76470 63223 63223 298746 99496 99496 1695487 2071966 2071966 2077574 2274210 2274210 0 0 X 2077574 2274210 2077574 2274210 2077574 2274210 2077574 244486 0 2322060 47850 2274210 PUBLICLY TRADED SECURITIES P 307447 307378 69 69 PUBLICLY TRADED SECURITIES P 533121 214422 318699 318699 CAPITAL PRODUCT PARTNERS L.P. (CPLP) 200.000 SHARES D 2024-08-12 2024-08-14 3154 1 3153 3153 GOLDMAN SACHS GROUP INC (GS) 4.000 SHARES D 2022-05-06 2024-12-17 2269 1025 1244 1244 SOUTHERN COMPANY (SO) 2.000 SHARES D 2022-08-12 2024-12-17 156 46 110 110 323275 69 5067 0 5067 0 5067 0 0 6000 0 6000 41 892 892 0 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 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 DIRECTOR, CHAIR 5.00 0 0 0 EDWARD SIMPSON C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR, TREASURER 2.00 0 0 0 PARKER BAGLEY C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 PAUL DEBARY C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 KEITH FORMAN C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 MATTHEW HEISLER C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 DAVID HOEHMANN C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 DEREK LIPSCOMB C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 EDWARD MALMSTROM C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR 1.00 0 0 0 ROBERT MAYERS C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR (BEGAN 01/01/2024) 1.00 0 0 0 CALDER ORR C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR (BEGAN 01/01/2024) 1.00 0 0 0 QUENTIN UNSWORTH C/O ED SIMPSON 22 WALTHERY AVENUE RIDGEWOOD NJ 07450 DIRECTOR (BEGAN 01/01/2024) 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. 348072 0 2139409 93992 0 2233401 0 0 2233401 33501 2199900 109995 X 369272 0 369272 X 42269 39025 34131 0 115425 35929 33171 29011 0 98111 369272 315395 213996 0 898663 21200 13000 7500 0 41700 348072 302395 206496 0 856963 0 0 73330 65428 67424 0 206182 0 0 0 0 X PLAY RUGBY USA 252 W 37TH STREET SUITE 4000 NEW YORK NY 10018 N/A PC TO SUPPORT AMATEUR RUGBY IN THE U.S. 13200 MEMPHIS INNER CITY RUGBY 650 NEW YORK STREET MEMPHIS TN 38104 N/A PC TO SUPPORT AMATEUR RUGBY IN THE U.S. 5000 BABSON COLLEGE RUGBY 231 FOREST STREET WELLESLEY MA 02457 N/A PC TO SUPPORT AMATEUR RUGBY IN THE U.S. 1000 BROWN UNIVERSITY 75 WATERMAN STREET PROVIDENCE RI 02912 N/A PC TO SUPPORT AMATEUR RUGBY IN THE U.S. 2000 21200 0 14 7597 14 34603 18 318590 01 -51031 0 309759 0 309759 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM V CAMPBELL FOUNDATION 305 CHURCHILL AVE PALO ALTO CA 94301 100000 X 2 VBRICK 607 HENDERSON BLVD - SUITE 300 HERNDON VA 20170 60000 X 3 ED MALMSTROM 7 SPRUCE LANE CHATHAM NJ 07928 35000 X 4 MARK REILLY 2165 SANFORD COURT VERO BEACH FL 32963 10000 X 5 MOTION PT 2 RIVERVIEW DR STE 101 DANBURY CT 06810 10000 X 6 BRIAN MURPHY 3100 SEVENTH STREET NORTH ARLINGTON VA 22201 15795 X 7 KEITH FORMAN 3725 HUNTINGTON ST NW WASHINGTON DC 20015 5577 X 7 CAPITAL PRODUCT PARTNERS (CPLP) 200.000 SHARES 3212 2024-08-12 7 CAPITAL CLEAN ENERGY (CCEC) 140.000 SHARES 2365 2024-12-31 ACCOUNTING AND TAX RETURN PREPARATION 14693 0 0 14693 99496 99496 0 0 CAPITAL CLEAN ENERGY (CCEC) 140.000 SHARES FMV 2570 2570 DIMENSIONAL U.S. TARGETED VALUE ETF (DFAT) 3,750.000 SHARES FMV 208725 208725 EATON VANCE STRATEGIC INCOME FUND CL A (ETSIX) 21,338.615 SHARES FMV 140621 140621 JP MORGAN STRATEGIC INCOME OPP FUND CL A (JSOAX) 12,027.720 SHARES FMV 137236 137236 PIMCO INCOME FUND CL A (PONAX) 13,022.983 SHARES FMV 137002 137002 VANGUARD GROWTH ETF (VUG) 1,206.787 SHARES FMV 495314 495314 VANGUARD MID-CAP GROWTH INDEX FUND CL ADM (VMGMX) 1,494.286 SHARES FMV 163281 163281 VANGUARD VALUE ETF (VTV) 2,065.183 SHARES FMV 349636 349636 WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 5,406.908 SHARES FMV 437581 437581 GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 8920 0 0 8920 UNREALIZED LOSS ON INVESTMENTS 47850 BANK FEES 965 965 0 0 RUGBY COACHING 68800 0 0 68800 RUGBY PLAYER AND COACH TRAVEL 203909 0 0 203909 SPECIAL EVENTS - BANQUET 58411 0 7380 51031 OTHER MISCELLANEOUS EXPENSES 42 0 0 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 7380 7380 FEDERAL EXCISE TAX PAID 719 0 0 719 STATE TAXES 303 0 0 0