2025-03-05T09:36:45-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 384107595 PENN STATE RUGBY FOUNDATION PENN 8142388474 431 SCIENCE PARK ROAD 302 STATE COLLEGE PA 16803 BRADLEY J ALLEN TREASURER 8142388474 2025-02-12 1 1 JAIME L KUNTZ CPA P01272711 7177404863 2025-02-12 2023 2025-03-06 01:10:19Z BRADLEY J ALLEN 431 SCIENCE PARK ROAD 302 STATE COLLEGE PA 16803 338094 0 X PENNSTATERUGBYFOUNDATION.ORG X 2019 PA TO PROVIDE THE FINANCIAL SUPPORT TO GUARANTEE PENN STATE RUGBY ON CAMPUS FOREVER. 7 7 0 7 0 0 242684 187453 0 0 12801 33696 16 0 255501 221149 17477 167000 0 0 0 0 0 0 51036 82092 78256 99569 245256 155932 -24107 681562 697409 0 0 681562 697409 X THE PURPOSES OF PENN STATE RUGBY FOUNDATION ARE TO ENGAGE IN CHARITABLE ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, SUPPORTING, ENCOURAGING AND DEVELOPING THE SPORT OF RUGBY AT THE COLLEGIATE LEVEL, EDUCATING THE GENERAL PUBLIC ON THE SPORT OF RUGBY AND MAKING DISTRIBUTIONS FOR CHARITABLE PURPOSES. 0 0 169000 167000 0 PENN STATE RUGBY FOUNDATION IS TO ENGAGE IN CHARITABLE ACTIVITIES, INCLUDING, BUT NOT LIMITED TO, SUPPORTING, ENCOURAGING AND DEVELOPING THE SPORT OF RUGBY AT THE COLLEGIATE LEVEL, AND EDUCATING THE GENERAL PUBLIC ON THE SPORT OF RUGBY. THE FOUNDATION IS TO ENHANCE THE QUALITY, POPULARITY AND COMPETITIVENESS OF PENN STATE RUGBY WITH HOPES OF MAKING IT AN OFFICIAL "VARSITY SPORT". 169000 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 PA X BRANDON M ZLUPKO 8142388474 431 SCIENCE PARK ROAD 302 STATE COLLEGE PA 16803 X STEPHEN HYNES PRESIDENT 2.00 0.00 X X 0 0 0 BARBARA KUDIS VICE PRESIDENT 1.00 0.00 X X 0 0 0 BRADLEY ALLEN TREASURER 1.00 0.00 X X 0 0 0 PETER STEINBERG SECRETARY 2.00 0.00 X X 0 0 0 STACY FOLEY BOARD MEMBER 1.00 0.00 X 0 0 0 MEREDITH HEISEY BOARD MEMBER 1.00 0.00 X 0 0 0 DAVID SKIDMORE BOARD MEMBER 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 187453 187453 25641 25641 125000 116945 8055 8055 8055 221149 0 0 33696 X 167000 167000 16190 16190 4108 4108 55628 2000 3000 50628 408 408 1060 1060 LISCENCE AND REGISTRATI 854 854 BANK AND PROCESSING FEE 8 8 245256 169000 25220 51036 69771 82169 110655 17793 501136 597447 681562 697409 0 0 X 676562 682409 5000 15000 681562 697409 681562 697409 -24107 39954 0 X X 1 X 0 0 0 X 57500 297770 372870 242684 187453 1158277 57500 297770 372870 242684 187453 1158277 63276 1095001 155 136 125 10990 25641 37047 61 5 16 82 1195406 0.91600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 UBS INVESTMENTS 597447 F 597447 1 PENN STATE UNIVERSITY ONE OLD MAIN UNIVERSITY PARK PA 16802 246000376 501(C)(3) 145000 0 TO SUPPORT RUGBY PROGRAM PENN STATE RUGBY ALUMNI CLUB INC PO BOX 967 STATE COLLEGE PA 16804 251601169 501(C)(3) 22000 0 TO SUPPORT ORGANIZATION'S MISSION 2 0 FORM 990, PART VI, SECTION A, LINE 8B PENN STATE RUGBY FOUNDATION DOES NOT HAVE ANY COMMITTEE'S WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TREASURER FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PENN STATE RUGBY FOUNDATION HAS THE BOARD MEMBERS DO AN ANNUAL AFFIRMATION FOR THE CONFLICT OF INTEREST POLICY. WHENEVER ANY DIRECTOR HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST WITH THE FOUNDATION, HE OR SHE SHALL NOTIFY THE BOARD PRESIDENT OF SUCH CONFLICT IN WRITING. WHENEVER ANY STAFF MEMBER (PAID OR VOLUNTEER) HAS A CONFLICT OF INTEREST OR A PERCEIVED CONFLICT OF INTEREST WITH THE FOUNDATION, HE OR SHE SHALL NOTIFY THE PRESIDENT OF SUCH CONFLICT IN WRITING. WHEN ANY CONFLICT OF INTEREST IS RELEVANT TO A MATTER THAT COMES UNDER CONSIDERATION OR REQUIRES ACTION BY THE BOARD, OR A BOARD COMMITTEE, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD CHAIR AND SHALL NOT BE PRESENT DURING BOARD OR COMMITTEE DISCUSSION OR DECISION ON THE MATTER. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OR APPLICABLE COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION ON THE PARTICULAR MATTER. THE MINUTES OF THE MEETING OF THE BOARD OR ITS COMMITTEE SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING DISCUSSION OR DECISION ON THE MATTER, AND DID NOT VOTE. FORM 990, PART VI, SECTION C, LINE 19 PENN STATE RUGBY FOUNDATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15A AND 15B PENN STATE RUGBY FOUNDATION DOES NOT HAVE A PROCESS FOR DETERMING COMPENSATION FOR THE ORGANIZATIONS'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT, OR KEY EMPLOYEES BECAUSE THEY DO NOT HAVE THESE TYPES OF EMPLOYEES. THE ORGANIZATION ALSO DOES NOT PAY ANY OF THE EXECUTIVE OFFICERS OR BOARD MEMBERS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,000. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 11,628. TOTAL EXPENSES 16,628. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 39,000. TOTAL EXPENSES 39,000. FORM 990, PART XII, LINE 2C PENN STATE RUGBY FOUNDATION DOES NOT HAVE ANY COMMITTEE'S THAT ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE BOARD OF DIRECTORS FOR PENN STATE RUGBY FOUNDATION ASSUMES RESPONSIBILITY.