Young Men's Christian Association Retirement Fund
The mission of the YMCA Retirement Fund is to partner with YMCAs to help those who serve others build a foundation for financial security in retirement.
Key facts about Young Men's Christian Association Retirement Fund
In short: Young Men's Christian Association Retirement Fund gave $175K across 4 grants in 2025 (avg $44K), mostly in Virginia. Source: 2025 IRS Form 990.
- EIN
- 13-5562401
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $175,000
- Grants made (2025)
- 4
- Average grant
- $43,750
- Median grant
- $26,250
- Total assets
- $10,272,785,034
- Primary geography
- Virginia (64% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$10.3B
+11.4% YoY
Annual Giving
$175K
-15.7% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$44K
+5.4% YoY
How Young Men's Christian Association Retirement Fund gives
- Giving fell 22% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Young Men's Christian Association Retirement Fund
Based on IRS filings
Young Men's Christian Association Retirement Fund is a public charity focused on mutual and membership benefit, based in New York, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $10.3B in total assets. In 2025, it awarded 4 grants totaling $175K. Net investment income was $472.8M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $125K (2021) to $223K (2022). In 2025 it made 4 grants totaling $175K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Armed Services YMCA ($113K). Together the top 4 received $175K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 14 grants of 21 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Armed Services YMCA Woodbridge, VA | Support Grant | $112,500 |
| YMCA of the USA Chicago, IL | Support Grant | $30,000 |
| Springfield College YMCA Springfield, MA | Support Grant | $22,500 |
| YMCA Alumni West Chester, OH | Support Grant | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,272,785,034 | $9,217,436,636 | $8,764,780,414 |
| Revenue | $649,289,748 | $606,354,941 | $523,401,858 |
| Expenses | $663,098,781 | $578,530,290 | $162,089,830 |
| Net Investment Income | $472,817,023 | $434,704,344 | $358,063,033 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 13, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Young Men's Christian Association Retirement Fund is led by Michael Cefole, President & Chief Executive Officer since 2023 (on filings since 2021); 11 of 28 officers listed in 2025 are compensated.
Officers on the 2025 filing
Michael Cefole
President & Chief Executive Officer
Chief Financial Officer → President & Chief Executive Officer, 2023
On filings since 2021
40 hrs/week
$147K (2021) → $2.3M (2025)
William D. Rueckert
Chairman
On filings since 2021
2 hrs/week
No compensation reported
Suleyman Gokcan
Senior Managing Director of Risk
Director of Risk → Senior Managing Director of Risk, 2023
On filings since 2021
40 hrs/week
$521K (2021) → $993K (2025)
John Maimone Medwick
Investment Director
Investment Manager → Investment Director, 2023
On filings since 2022
40 hrs/week
$368K (2022) → $829K (2025)
Erik Strobel
Investment Director
On filings since 2023
40 hrs/week
$491K (2023) → $587K (2025)
Katherine Grant
Investment Director
On filings since 2024
40 hrs/week
$639K (2024) → $700K (2025)
Christine C. Marcks
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Joseph R. Weist
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Jurij Z. Kushner
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Mark Baumgartner
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Scott C. Evans
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Stephen Ives
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
W. Kelvin Walker
Trustee Volunteer
On filings since 2021
2 hrs/week
No compensation reported
Brian T. Pederson
Trustee Volunteer
On filings since 2022
2 hrs/week
No compensation reported
Christopher O. Blunt
Trustee Volunteer
On filings since 2023
2 hrs/week
No compensation reported
Lauren A. Koontz
Trustee Volunteer
On filings since 2023
2 hrs/week
No compensation reported
Jayesh Bhansali
Trustee Volunteer
On filings since 2024
2 hrs/week
No compensation reported
Cara-Anne Gagliano
Trustee Volunteer
New on the 2025 filing
2 hrs/week
No compensation reported
David Connell
Trustee Volunteer
New on the 2025 filing
2 hrs/week
No compensation reported
Jacqueline D. Jenkins
Trustee Volunteer
New on the 2025 filing
2 hrs/week
No compensation reported
Pooja Rahman
Trustee Volunteer
New on the 2025 filing
2 hrs/week
No compensation reported
Derrick J. Stewart
Executive Vice President & Chief Operating Officer
Trustee Volunteer → Trustee Volunteer Served, 2022
Trustee Volunteer Served → Executive Vice President & Chief Operating Officer, 2023
On filings since 2021
40 hrs/week
$89K (2022) → $810K (2025)
Gerard Rescigno
Chief Information Officer
On filings since 2021
40 hrs/week
$577K (2021) → $1.1M (2025)
Hunter Reisner
Chief Investment Officer
On filings since 2021
40 hrs/week
$2.1M (2021) → $1.8M (2025)
John Quinones
General Counsel
On filings since 2021
40 hrs/week
$620K (2021) → $701K (2025)
Mark Sinni
Deputy Chief Investment Officer
Senior Portfolio Manager → Deputy Chief Investment Officer, 2023
On filings since 2021
40 hrs/week
$640K (2021) → $1.3M (2025)
Gordon Bailey
Chief Administrative Officer
On filings since 2023
40 hrs/week
$497K (2024) → $793K (2025)
Patricia Haverland
Vice Chairman
Trustee Volunteer → Vice Chairman, 2023
On filings since 2021
2 hrs/week
No compensation reported
Former officers (25)
- Former: Denise Day (2021–2024) — Board Officer
- Former: David M. Martin (2021–2023) — Trustee Volunteer
- Former: Elizabeth Delgado (2021–2023) — Vice President - Human Resources
- Former: Elizabeth Kurilla (2021–2023) — Vice President - Internal Audit
- Former: Ivan Manolov (2021–2023) — Senior Portfolio Manager
- Former: James G. Kirschner (2021–2023) — Chief Strategy Officer
- Former: Kerri Hayes (2021–2023) — Assistant General Counsel
- Former: Lisa Worthy (2021–2023) — Senior Vice President - Finance
- Former: Marcela Deitrich (2021–2023) — Senior Vice President - Customer Service & Operations
- Former: Sandra J. Morander (2021–2023) — Trustee Volunteer
- Former: Scott Dolfi (2021–2023) — President & Chief Executive Officer
- Former: Patrick Lachanski (2022–2023) — Senior Vice President - Head of Finance
- Former: Erik Moss (2023) — Investment Director
- Former: Matthew Blanchette (2023) — Vice President - Actuary
- Former: Nicholas Pon (2023) — Investment Director
- Former: Angela Brock-Kyle (2021–2022) — Trustee Volunteer Served
- Former: Barbara A. Bettin (2021–2022) — Trustee Volunteer Served
- Former: Matthew Hershey (2021–2022) — Investment Manager
- Former: Robert T. Lutts (2021–2022) — Trustee Volunteer Served
- Former: Vanessa Boulous (2021–2022) — Chief Operations Officer - External
- Former: Vincent M. De Sio (2021–2022) — Chief Financial Officer
- Former: Won Lee (2021–2022) — Portfolio Manager
- Former: Susan Duffy (2022) — Senior Counsel
- Former: D. Scott Luttrell (2021) — Trustee Volunteer
- Former: Eric K. Mann (2021) — Trustee Volunteer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2.3M, to Michael Cefole (President and Chief Executive Officer). 11 officers or directors reported compensation on that filing.
Frequently asked questions about Young Men's Christian Association Retirement Fund
How much does Young Men's Christian Association Retirement Fund give each year?
Young Men's Christian Association Retirement Fund gave $175K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $208K across 5 grants.
What is Young Men's Christian Association Retirement Fund's typical grant size?
Young Men's Christian Association Retirement Fund's median grant in 2025 was $26,250, and its average grant was $43,750, across 4 grants on its 2025 IRS Form 990.
Where does Young Men's Christian Association Retirement Fund give grants?
Young Men's Christian Association Retirement Fund gives mostly in Virginia: 64% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Illinois (17%) and Massachusetts (13%).
Does Young Men's Christian Association Retirement Fund give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Young Men's Christian Association Retirement Fund's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Support Grant" (4 grants).
How large is Young Men's Christian Association Retirement Fund?
Young Men's Christian Association Retirement Fund reported $10.3B in total assets on its 2025 IRS Form 990. Its revenue that year was $649.3M.
What is Young Men's Christian Association Retirement Fund?
Young Men's Christian Association Retirement Fund is a public charity focused on mutual and membership benefit, based in New York, NY. It holds $10.3B in total assets as of 2025.
What is Young Men's Christian Association Retirement Fund's EIN?
Young Men's Christian Association Retirement Fund's EIN (Employer Identification Number) is 13-5562401. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Young Men's Christian Association Retirement Fund by hand.
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