2011-09-01T09:19:52-07:00 2010-12-31 990 2010-01-01 131624231 YOUNG WOMENS CHRISTIAN ASSOCIATION RETIREMENT FUND INCORPORATED YOUN 2129229500 52 Vanderbilt Ave 6th FL New York NY 100173808 Leonard Inzeo 2129229500 2011-09-01 2010 2016-02-24 21:20:13Z Elizabeth Clark YWCA Retirement Fund Inc 52 Vanderbilt Ave 6th FL New York NY 100173808 536944992 0 X YWCARF.ORG X 1925 NY Provides retirement benefits to eligible participants. 11 11 29 0 0 0 0 0 13881353 12872436 68948128 47443581 0 0 82829481 60316017 0 0 28157226 30147181 2398513 2483204 0 0 0 3259586 3317526 33815325 35947911 49014156 24368106 442705283 476636315 8679811 18242737 434025472 458393578 Provides retirement benefits to eligible participants. 0 0 12288378 0 0 The Fund provides retirement annuity benefits to eligible participants/employees and beneficiaries at the participating YWCA's. 17394917 0 0 The fund provides participants with lump-sum distributions upon retirement or termination of employment from participating YWCA's. 463886 0 0 The Fund makes payments to beneficiaries, upon the death of a participant or annuitant when applicable. 0 0 0 30147181 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 0 0 0 0 1 X 14 0 1 29 1 0 1 BR CO IN KS TW UK 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Leonard Inzeo YWCA Retirement Fund 2129229500 52 Vandebilt Ave 6th Fl New York NY 100173808 Richard W Taylor 2 X 0 0 0 Susan K Burke 2 X 0 0 0 Margaret S Neilly 2 X 0 0 0 Mildred E Morrison 1 X 0 0 0 Jacqueline V Bostic 1 X 0 0 0 Prima Mathai-Davis 1 X 0 0 0 Barbara B Glass 1 X 0 0 0 Terry L Phalen 1 X 0 0 0 Jan C Stewart 1 X 0 0 0 Deborah G Ullman 1 X 0 0 0 Bruce Lueck 1 X 0 0 0 Elizabeth Clark 35 X X X 299008 0 40920 Betty Jo Lesonsky 35 X 163113 0 33522 Leonard Inzeo Jr 35 X 133066 0 28513 Guedner Villette 35 X 109994 0 33575 Paul Li 35 X 99614 0 32718 804795 0 169248 5 0 1 0 Morgan Stanley Investments One Tower Bridge 100 FRONT STREET West Conshohocken PA 19428 Investment Manager 397479 Profund Systems 475 Half Day Road Suite 100 Lincolnshire IL 600692936 Systems Software Provider 330483 JP Morgan Chase PO Box 26040 New York NY 10087 Custodian 244356 Wells Fargo Bank Trust Operations NW 5159 P O Box 1450 Minneaplois MN 554855159 Investment Manager 216293 Mercer 1166 Avenue of the Americas New York NY 10036 Actuary 200135 8 0 Employer Contributions 624100 11469575 11469575 0 0 Employee Contributions 624100 1402861 1402861 0 0 0 0 0 0 12872436 12184058 12184058 0 0 0 0 0 0 0 0 0 0 0 0 511888498 0 476628975 0 35259523 0 35259523 35259523 0 0 0 60316017 60316017 0 0 30147181 30147181 595187 595187 1285165 1285165 164324 164324 315981 315981 122547 122547 209848 209848 87000 87000 1094659 1094659 184318 184318 120520 120520 421931 421931 111135 111135 199683 199683 577522 577522 Actuarial Fees 186910 0 186910 0 Consults 900 0 900 0 Bank Charges 103647 0 103647 0 Subscriptions 19453 0 19453 35947911 30147181 5800730 0 4416200 3612579 31444087 53243098 3789931 8765774 3752833 2970344 477273 782489 402264247 409954715 313545 277660 442705283 476636315 8588362 17797177 91449 445560 8679811 18242737 X 434025472 458393578 0 0 0 0 434025472 458393578 442705283 476636315 24368106 0 X 0 1 1 X 0 X X 0 0 0 YWCA OF THE USA 131624103 9 1 1 1 30147181 1 30147181 0 0 0 0 0 0 0 0 794232 794232 0 0 2958601 2176112 782489 0 0 0 0 782489 0 Call Options Written 445560 445560 60316017 35947911 24368106 0 0 0 0 0 0 24368106 59221358 0 0 0 0 0 59221358 1094659 0 1094659 60316017 34853252 0 0 0 0 0 34853252 1094659 0 1094659 35947911 SchD_P10_S00_L02 Schedule D, Part X, Line 2 Schedule D, Part X, Line 2 - Call options written at fair market value. X 1 1 X X X X 0 1 0 0 0 0 0 0 0 Elizabeth Clark 299008 0 0 0 0 0 29361 0 11559 0 339928 0 0 0 Betty Jo Lesonsky 163113 0 0 0 0 0 21592 0 11930 0 196635 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Board Members are allowed Business or First Class travel. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 Schedule J, Part I, Line 3 - The Personnel & Benefits committee of the Board of Trustees periodically obtains a salary survey from an independent compensation consulting firm for all employee positions of comparable organizations. They review the survey and evaluate the performance of the Executive Director. They then recommend an appropriate salary to the full Board of Trustees who have the final approval for the salary of the Executive Director. For key employees the committee reviews their salaries with the Executive Director who recomends their salary for the committee to consider. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Employees are allowed to contribute to a 403(B) plan. F990_P05_S00_L04b Form 990, Part V, Line 4b See attached statement 1 F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Form 990, Part VI, Section B,Line 11 - Management prepares and reviews the form and has McDernott, Will & Emery (Attorneus) review the draft which is then given to the Board of Trustees for review and approval at their August meeting. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - Each year all individuals are required to complete, sign and submit the conflict of interest form that the fund provides them. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - The Personnel & Benefits committee of the Board of Trustees periodically obtains a salary survey from an independent compensation consulting firm for all employee positions of comparable organizations. They review the survey and evaluate the performance of the Executive Director. They then recommend an appropriate salary to the full Board of Trustees who have the final approval for the salary of the Executive Director. For key employees the committee reviews their salaries with the Executive Director who recomends their salary for the committee to consider. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - The fund indicates that governing documents and financial statements are available upon request in its annual funding notice, web site, newsletters and other assorted materials and correspondents. YWCA OF THE USA 1015 18th Street NW Washington DC 20036 131624103 Assist in providing retirement benefits DC 501(c) (3) Type III Not Applicable 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Applied for the automatic 3-month extension and received approval in letter dated June 6, 2011. Mailed additional extension request on August 3, 2011 with return recept which indicated it was delivered on August 8, 2011. Reason for additional extension was for our Board of Trustees to review and approve the form 990 at their quarterly meeting which was scheduled and held on August 25, 2011. Per call to IRS the additional extension was received and is pending at this time.