2025-11-13T04:05:21-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-01-01 060646989 YOUNG MENS CHRISTIAN ASSOCIATION OF WESTPORT/WESTON CT INC YOUN 2032268981 14 ALLEN RAYMOND LANE WESTPORT CT 06880 GLEN HALE CHIEF EXECUTIVE OFFICER 2032268981 2025-11-07 1 1 JOLANTA TUCK P01340068 9592007000 2025-11-07 2024 2025-03-06 01:10:19Z GLEN HALE 14 ALLEN RAYMOND LANE WESTPORT CT 06880 13899617 0 X WWW.WESTPORTY.ORG X 1945 CT THE WESTPORT WESTON FAMILY YMCA ENRICHES THE COMMUNITY BY PROMOTING YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY 24 24 546 50 0 0 2197953 1439078 11138252 12056906 292169 383950 -105535 -2129 13522839 13877805 315000 315000 0 0 6012628 7018700 0 0 520547 6804766 6749863 13132394 14083563 390445 -205758 69119494 68934943 16374303 15935209 52745191 52999734 X THE WESTPORT WESTON FAMILY YMCA ENRICHES THE COMMUNITY BY DEVELOPING AND NURTURING YOUTH, PROMOTING HEALTHY LIVING FOR ALL AND FOSTERING SOCIAL RESPONSIBILITY. 0 0 8747925 315000 10434401 OUR PROGRAM AND SERVICE OFFERINGS: WE DELIVERED ON OUR MISSION THROUGH THE VARIOUS PROGRAMS AND SERVICES OFFERED AT THE WESTPORT WESTON FAMILY YMCA. HEALTH AND WELL BEING FOR ALL: THE ASSOCIATION VIEWS HEALTH HOLISTICALLY: A HEALTHY PERSON HAS UNITY OF BODY, MIND, AND SPIRIT. THE ASSOCIATION HAS IDENTIFIED THE GROWING NATIONAL OBESITY RATES IN THIS COUNTRY AS A CRITICAL SOCIAL ISSUE THAT MUST BE ADDRESSED AND OUR HEALTH AND WELL BEING PROGRAMS ARE DESIGNED TO HELP PEOPLE DEVELOP NEW SKILLS AND GROW IN SPIRIT, MIND AND BODY BY SETTING REALISTIC GOALS FOR SELF IMPROVEMENT AND DISEASE PREVENTION THROUGH AN ACTIVE LIFESTYLE, PROPER NUTRITION, STRESS MANAGEMENT, AND HEALTH EDUCATION. THE ASSOCIATION PROGRAMS PROMOTE INTERACTION, TEAMWORK, AND DEVELOPMENT OF MORAL AND ETHICAL BEHAVIOR, SOCIAL SKILLS AND SELF ESTEEM. WE SERVE ALL AGES, ABILITIES, RACES, NATIONALITIES AND RELIGIONS AND PROVIDE FINANCIAL ASSISTANCE TO THOSE WHO NEED IT. OUR PROGRAMS ENCOMPASS: AQUATICS WATER EDUCATION; INSTRUCTIONAL CLASSES; AQUA-FITNESS; HYDRO-THERAPY; COMPETITIVE SWIMMING ALL STAFF CPR AND FIRST-AID TRAINED; LIFE GUARDS RED CROSS LIFE GUARD CERTIFIED; GENERAL INSTRUCTORS RED CROSS LIFE GUARD CERTIFIED OR WSI CERTIFIED MAHACKENO OUTDOOR CENTER: SIX-LANE OUTDOOR POOL OPEN FROM MEMORIAL DAY THROUGH LABOR DAY AND USED FOR INSTRUCTIONAL AND RECREATIONAL SWIMMING. FITNESS PROMOTES GOOD HEALTH THROUGH REGULAR EXERCISE FITNESS CENTER INCLUDES FULL COMPLEMENT OF CIRCUIT AND FREE WEIGHT EQUIPMENT.; SEPARATE AREA FOR STRETCHING AND FLOOR EXERCISES FITNESS PROGRAMS INCLUDE AEROBICS, CARDIO WORKOUTS, PILATES, CYCLING, WELLNESS PROGRAMS INCLUDE HOLISTIC NUTRITION COUNSELING, WEIGHT LOSS, YOGA PROGRAMS GEARED TO CHILDREN, TWEENS/TEENS, ADULTS AND SENIORS INCLUDING STRENGTH TRAINING, CONDITIONING, RACQUET SPORTS ALL STAFF ARE CPR CERTIFIED AND EXPERIENCED/CERTIFIED IN THEIR SPECIALTY AREA SPORTS AND RECREATION.PROGRAMS OFFERED FOR ALL AGES AND ABILITIES FROM TODDLERS THROUGH HIGH SCHOOL HIGHLY EXPERIENCED AND SAFETY CERTIFIED COACHES IDENTIFY INDIVIDUAL STRENGTHS AND HELP STUDENTS EXCEL WITH EMPHASIS ON FUN, MOVEMENT AND FUNDAMENTALS COMPETITION GYMNASTIC PROGRAM FOR GYMNASTS SERIOUSLY COMMITTED TO DEVELOPING PERFECTING AND COMPETING AT THE HIGHER LEVELS OF GYMNASTICS; GYMNASTS EVALUATED BY THE COACH OR MOVE UP THROUGH THE SKILL CLASSES TO JOIN THIS PROGRAM DEVELOPMENT OF UNDERSTANDING, COMPANIONSHIP BALLET, POINTE, JAZZ MODERN, HIP HOP AND CREATIVE CHILDREN'S CLASSES FOR CHILDREN, TEENS, AND ADULTS PROGRAMS FOR ADULTS. CHILDREN AND PARENT/CHILD: BASKETBALL, VOLLEYBALL, BADMINTON, GYMNASTICS, KARATE STAFF INCLUDE PHYSICAL EDUCATION INSTRUCTORS/TEACHERS AND COACHES MEMBERSHIP SERVICE MEMBERSHIP SERVICE PROVIDES ASSISTANCE TO ALL MEMBERS AND SUPPORTS THE MEMBERS IN THEIR ACTIVITIES. 2587866 1638261 CHILD CARE AND DAY CAMPING WE OFFER HIGH QUALITY CHILD CARE ACTIVITIES FOR SCHOOL AGE CHILDREN FROM ALL SEGMENTS OF OUR COMMUNITY. WOVEN INTO THE FABRIC OF THE ASSOCIATION'S MISSION IS A COMMITMENT TO STRENGTHENING FAMILIES. OUR SUMMER DAY CAMP OFFERS ADVENTURE AND LEARNING ACTIVITIES THAT PROVIDE CHALLENGE, EDUCATION, AND PROMOTE SPIRITUAL AWARENESS, MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH, AND SELF-RESPECT. OUR CAMP PROVIDES A REVERENCE FOR NATURE AND RESPECT FOR THE INTER-RELATEDNESS OF ALL LIVING THINGS ON EARTH. OUR CAMP IS OPEN TO ALL, REGARDLESS OF INCOME OR SPECIAL NEEDS, SO THAT CHILDREN APPRECIATE DIVERSITY, BECOME COMMUNITY LEADERS AND DEVELOP LIFELONG VALUES. CHILD CARE AND SCHOOL AGE PROMOTES SOCIAL, COGNITIVE AND PHYSICAL DEVELOPMENT OF EACH CHILD; FOSTERS FAMILY PARTICIPATION CHILD CARE ACCREDITED BY THE NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN MORE THAN 200 FAMILIES AFTER SCHOOL CARE PROGRAM SERVES WESTPORT AND WESTON CHILDREN K-6 AT LOCAL SCHOOL WITH ACTIVITIES, INSTRUCTIONAL AND RECREATIONAL SWIMMING, HOMEWORK HELP EVERY TEACHER HOLDS A COLLEGE DEGREE, PARTICIPATES IN ONGOING STAFF DEVELOPMENT AND RECEIVES SPECIALIZED TRAINING INCLUDING CPR, FIRST AID AND IDENTIFYING AND REPORTING ABUSE AND NEGLECT MAHACKENO OUTDOOR CENTER 32-ACRES ON SHORES OF THE SAUGATUCK RIVER WOODED OUTDOOR RESERVE OPEN YEAR ROUND AS AN OUTDOOR CENTER AND IN SUMMER FOR DAY CAMP OUTDOOR ACTIVITIES AND CAMPING PROGRAMS ARE EDUCATIONAL AND PROMOTE MENTAL DEVELOPMENT, PHYSICAL WELL-BEING, SOCIAL GROWTH AND RESPECT FOR ENVIRONMENT ACCREDITED BY AMERICAN CAMPING ASSOCIATION ACA ONLY NATIONAL ORGANIZATION WHICH ESTABLISHES UNIFORM STANDARDS FOR CAMPS EMBRACES DIVERSITY AND OFFERS OPPORTUNITY FOR INTERACTION WITH PEOPLE WHO ARE DIFFERENT THROUGH SPECIAL CARES PROGRAM FOR PHYSICALLY AND MENTALLY DISADVANTAGED CHILDREN AND CHAMPION A CAMPER PROGRAM FOR INNER-CITY CHILDREN. 11335791 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 89 0 1 546 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X GLEN HALE 2032268981 14 ALLEN RAYMOND LANE WESTPORT CT 06880 ALCE FOEGE BOARD MEMBER-OUTGOING 5/30/24 5.00 X 0 0 0 ANDY MCNAB BOARD MEMBER-OUTGOING 5/30/24 5.00 X 0 0 0 BARBARA WIEDERECHT BOARD MEMBER-OUTGOING 5/30/24 5.00 X 0 0 0 BRIAN CAREY TREASURER 5.00 X X 0 0 0 CATHY KIM WALKER BOARD MEMBER 5.00 X 0 0 0 CHRISTI DOWNES BOARD MEMBER 5.00 X 0 0 0 DANI SCHWARTZ BOARD MEMBER 5.00 X 0 0 0 DANIEL FERSON BOARD MEMBER 5.00 X 0 0 0 DANNY MCUGH BOARD MEMBER 5.00 2.00 X 0 0 0 DIANE DUBOVY BENKE BOARD MEMBER 5.00 X 0 0 0 HENRY GROSSBERG BOARD MEMBER 5.00 X 0 0 0 JAMES ADAMS BOARD MEMBER 10.00 X 0 0 0 JAY NORRIS BOARD MEMBER 5.00 X 0 0 0 JENNIFER BAGNATO FIRST VICE PRESIDENT 10.00 X X 0 0 0 JOHN GREENSPAN BOARD MEMBER 5.00 X 0 0 0 JONATHAN MANELA BOARD MEMBER 5.00 X 0 0 0 JULIANE SUNDERLAND PRESIDENT 5.00 2.00 X X 0 0 0 JULIE TUTTLE SECRETARY 5.00 X X 0 0 0 KATHRYN GUSSEN BOARD MEMBER 5.00 2.00 X 0 0 0 KRISTIN MCKINNEY BOARD MEMBER 5.00 X 0 0 0 LAUREN KARPF SECOND VICE PRESIDENT 10.00 X X 0 0 0 LIBBY MCKINNEY TRITSCHLER BOARD MEMBER 10.00 2.00 X 0 0 0 MELANIE OBERMAN BOARD MEMBER 10.00 X 0 0 0 MICHAEL FITZMAURICE BOARD MEMBER 5.00 X 0 0 0 PAMELYNN SCHWARTZ BOARD MEMBER 5.00 X 0 0 0 PETER MASANOTTI BOARD MEMBER-OUTGOING 5/30/24 5.00 X 0 0 0 RENEE PLATO BOARD MEMBER 5.00 X 0 0 0 TOBIAS REISS-SCHMIDT BOARD MEMBER 5.00 X 0 0 0 ANJALI MCCORMICK CEO - OUTGOING 8/2024 50.00 1.00 X 292926 0 38539 GLEN HALE CHIEF FINANCIAL OFFICER/INTERIM CEO 50.00 1.00 X 202770 0 43997 BRIAN KUZMIAK HUMAN RESOURCES DIRECTOR 50.00 X 129263 0 20088 BYRON KNOX GYMNASTICS DIRECTOR 50.00 X 159949 0 0 CHRISTINA ILLUM SCHERWIN CHIEF OPERATING OFFICER 50.00 X 167679 0 2492 ELLEN JOHNSTON SWIM TEAM HEAD COACH 50.00 X 102484 0 20790 HALEY BEHM MARKETING DIRECTOR 50.00 X 106207 0 18767 1161278 0 144673 8 0 1 0 CITY WIDE FACILITY SOLUTIONS 37 NORTH AVE SUITE 202 NORWALK CT 06851 FACILITY CLEANING 394196 T PALMER LANDSCAPING CO 489 NORTH MAIN STREET WESTPORT CT 06880 LANDSCAPING SERVICES 204189 ELECTRICAL WORKS 89 SKY TOP DRIVE FAIRFILED CT 06825 ELECTRICAL CONTRACTOR 127417 MAIN LINE COMMERCIAL POOLS INC 441 FEHELEY DRIVE KING OF PRUSSIA PA 19406 SWIMMING POOL SERVICE 120136 CONNECTICUT CUSTOM AQUATICS 8 MASSIMO DRIVE NORTH HAVEN CT 06473 SWIMMING POOL SERVICE 115726 5 39855 1215000 184223 1439078 HEALTHY LIVING 813410 5209323 5209323 YOUTH DEVELOPMENT 813410 4763855 4763855 SOCIAL RESPONSIBILITY 813410 2083728 2083728 12056906 329780 329780 54170 0 54170 54170 54170 3927 39855 21812 -17885 -17885 15756 15756 15756 13877805 12072662 0 366065 315000 315000 554154 459735 63637 30782 5625823 4672877 645504 307442 199454 163785 23068 12601 146940 120663 16994 9283 492329 402070 61426 28833 136037 136037 57225 57225 395374 177831 178329 39214 355680 261150 73843 20687 2138978 1837118 300186 1674 58266 54871 3163 232 528415 485924 42491 200551 159017 41253 281 1708531 1498040 209124 1367 419279 336817 81444 1018 SUPPLIES 426815 355516 21548 49751 EQUIPMENT EXPENSE 257950 20785 219785 17380 66762 14592 52168 2 14083563 11335791 2227225 520547 673406 780587 832686 1032686 34360 29360 177264 68860 22094 14918 71769676 13139800 59663626 58629876 7073342 7738384 642716 640272 69119494 68934943 558984 492334 494513 531752 15221143 14874923 99663 36200 16374303 15935209 X 48216569 48015811 4528622 4983923 52745191 52999734 69119494 68934943 -205758 460301 0 X 0 1 X 1 0 X 995586 2904262 1779160 2197953 1439078 9316039 995586 2904262 1779160 2197953 1439078 9316039 3912756 5403283 452234 178317 215566 266413 329780 1442310 7441 7441 13005 32127 18642 16465 15756 95995 10861785 43730938 0.49750 0.88150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 13,005. 2021 AMOUNT: $ 32,127. 2022 AMOUNT: $ 18,642. 2023 AMOUNT: $ 16,465. 2024 AMOUNT: $ 15,756. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4336232 4336232 63869755 10818736 53051019 3235323 1992698 1242625 328366 328366 0 58629876 CAPITAL LEASES 36200 36200 X PART X, LINE 2: THE ASSOCIATION AND FOUNDATION (BOTH CONNECTICUT CORPORATIONS) ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES AND GENERALLY ARE NOT SUBJECT TO INCOME TAXES. THE ASSOCIATION AND FOUNDATION ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, BOTH THE ASSOCIATION AND FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND DO NOT EXPECT THIS TO CHANGE IN THE NEXT 12 MONTHS. THE ASSOCIATION'S 2021 THROUGH 2024 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THE FOUNDATION'S FEDERAL INFORMATION RETURNS PRIOR TO 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PER IRS STIPULATIONS, 290 WILTON ROAD, LLC IS CONSIDERED A DISREGARDED ENTITY AND ITS FINANCIAL ACTIVITY IS TO BE REPORTED AS PART OF THE ASSOCIATION'S TAX RETURNS. GOLF OUTING 43782 39855 3927 18288 3524 43782 39855 3927 18288 3524 21812 -17885 1 FCA FAMILY & CHILDRENS AGENCY 9 MOTT AVENUE NORWALK CT 06850 060970985 501(C)3 6500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. HALL NEIGHBORHOOD HOUSE INC 52 GEORGE E PIPKINS WAY BRIDGEPORT CT 06608 060676851 501(C)3 6500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. A BETTER CHANCE OF WESTPORT PO BOX 2153 WESTPORT CT 06880 061603592 501(C)3 7000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. NCC FOUNDATION 188 RICHARDS AVEEAST CAMPUS 311 NORWALK CT 06854 066080293 501(C)3 7500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. ACHIEVEMENT FIRST BRIDGEPORT ACADEMY 370 JAMES STREET SUITE 404 NEW HAVEN CT 06513 651203744 501(C)3 8000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. KIDS EMPOWERED BY YOUR SUPPORT PO BOX 532 NEW CANAAN CT 06840 204846463 501(C)3 8000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. KLEIN MEMORIAL AUDITORIUM FOUNDATION INC 910 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061474233 501(C)3 8000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. LIFEBRIDGE COMMUNITY SERVICES 475 CLINTON AVE BRIDGEPORT CT 06605 060646974 501(C)3 8000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. URBAN IMPACT OF BLACK ROCK INC PO BOX 3716 BRIDGEPORT CT 06605 263645477 501(C)3 8000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. HCC FOUNDATION 900 LAFAYETTE BLVD BRIDGEPORT CT 06604 061291848 501(C)3 8500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. NORWALK HOUSING FOUNDATION 24 1/2 MONROE ST PO BOX 508 NORWALK CT 06856 066000414 501(C)3 8500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 061101081 501(C)3 10000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. MCGIVNEY COMMUNITY CENTER 338 STILLMAN AVE BRIDGEPORT CT 06610 223059815 501(C)3 10000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. SHEPHERDS INC 299 WASHINGTON AVENUE BRIDGEPORT CT 06604 311724639 501(C)3 10000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. NEW BEGINNINGS FAMILY ACADEMY 184 GARDEN STREET BRIDGEPORT CT 06605 061578214 501(C)3 12500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. WAKEMAN BOYS & GIRLS CLUB WAKEMAN ADMINISTRATION OFFICE268 POST ROAD 2ND FLOOR FAIRFIELD CT 06824 060662198 501(C)3 12500 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. BRIDGEPORT CENTRAL CONNECTICUT COAST YMCA 1240 CHAPEL STREET NEW HAVEN CT 06511 060662195 501(C)3 15000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. CARVER FOUNDATION OF NORWALK 7 ACADEMY STREET NORWALK CT 06850 060862072 501(C)3 15000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. HORIZONS AT NOTRE DAME HIGH SCHOOLSACRED HEART 220 JEFFERSON STREET FAIRFIELD CT 06825 061083785 501(C)3 15000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. HORIZONS GFA 35 BEACHSIDE AVE WESTPORT CT 06880 060733693 501(C)3 15000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. MERCY LEARNING CENTER 637 PARK AVENUE BRIDGEPORT CT 06604 222859879 501(C)3 19000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. PROJECT MORRY 1 GATEWAY PLAZASUITE 1D PORT CHESTER NY 10573 133851126 501(C)3 19000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. ADAM J LEWIS ACADEMY 500 STATE STREET BRIDGEPORT CT 066044504 453859735 501(C)3 20000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. STAPLES TUITION GRANTS PO BOX 5159 WESTPORT CT 068815159 510182993 501(C)3 20000 0 THE BEDFORD FAMILY SOCIAL RESPONSIBILITY FUND SUPPORTS ORGANIZATIONS THAT PROVIDE DIRECT OR SUPPLEMENTAL EDUCATIONAL OPPORTUNITIES. 24 PART I, LINE 2: THERE IS A COMMITTEE OF VOLUNTEERS WHO REVIEW, VISIT, AND EVALUATE ALL THE GRANT APPLICATIONS. THE ORGANIZATIONS MUST BE: 501(C)(3) ORGANIZATIONS IN WESTPORT, WESTON, WILTON, NORWALK, FAIRFIELD, BRIDGEPORT SERVING CHILDREN AND/OR YOUNG ADULTS WHOSE PURPOSE IS TO PROVIDE GRANTS TO ORGANIZATIONS THAT FOCUS ON CLOSING THE "ACHIEVEMENT GAP" IN EDUCATION. GRANTS ARE INTENDED TO ENHANCE EDUCATIONAL OPPORTUNITIES IN A TRANSFORMATIONAL WAY AND, AS A RESULT, MAY INCLUDE A WIDE RANGE OF PROGRAMS. THOSE WHO RECEIVED GRANTS WILL HAVE TO SUBMIT AN INITIAL REPORT AND A FINAL REPORT ON PROJECT/PROGRAM FUNDED BY THE BFSRF THAT WILL INCLUDE HOW FUNDS HAVE BEEN USED. X X X X 0 0 0 0 0 0 0 1 0 ANJALI MCCORMICK CEO - OUTGOING 8/2024 269593 0 23333 0 0 0 29614 0 8925 0 331465 0 0 0 GLEN HALE CHIEF FINANCIAL OFFICER/INTERIM CEO 162401 0 40369 0 0 0 12869 0 31128 0 246767 0 0 0 CHRISTINA ILLUM SCHERWIN CHIEF OPERATING OFFICER 154630 0 13049 0 0 0 2492 0 0 0 170171 0 0 0 BYRON KNOX GYMNASTICS DIRECTOR 140000 0 19949 0 0 0 0 0 0 0 159949 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED BONUS WHICH WAS REPORTED IN THEIR 2024 W2. A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 2019-11-14 16145059 FINANCE THE CONSTRUCTION AND RENOVATION OF YMCA FACILITY 0 0 0 A 1270136 16145059 188203 16145059 2020 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 2 LIBBY MCKINNEY TRITSCHLER AND KRISTIN MCKINNEY SHARE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS IN GOOD STANDING WHO ARE 18 YEARS OF AGE AND OVER SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. AT THE ANNUAL MEETING OF THE ASSOCIATION, THE NOMINEES FOR MEMBERSHIP TO THE BOARD OF DIRECTORS SHALL BE VOTED UPON BY MEMBERS IN GOOD STANDING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PRESENTED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AND ALL OFFICERS, DIRECTORS, TRUSTEES, AND SENIOR MANAGEMENT STAFF MUST SIGN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE FOLLOWING COMPENSATION POLICY HAS BEEN ESTABLISHED FOR THE SENIOR MANAGEMENT STAFF. OBJECTIVE TO ENABLE THE WESTPORT WESTON FAMILY YMCA TO ATTRACT, MOTIVATE AND RETAIN THE EXECUTIVE TALENT NEEDED TO CARRY OUT ITS MISSION WHILE STAYING WITHIN INTERMEDIATE SANCTIONS REGULATIONS. MISSION THE WESTPORT WESTON FAMILY YMCA RECOGNIZES THAT IN ORDER TO CARRY OUT ITS MISSION, CONTRIBUTED SUPPORT AND EARNED INCOME SHOULD BE UTILIZED TO PROVIDE THE HIGHEST QUALITY SERVICES POSSIBLE WHILE MAKING THEM AFFORDABLE TO ALL. THE WESTPORT WESTON FAMILY YMCA RECOGNIZES THAT EXCESSIVE COMPENSATION WILL DIMINISH THE YMCA'S ABILITY TO PROVIDE THE FUNDS NECESSARY TO CARRY OUT ITS MISSION. DISQUALIFIED PERSONS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF DEVELOPMENT OFFICER EXCESSIVE BENEFIT TRANSACTIONS (EBT) 1. EBT'S RESULT WHEN THE ECONOMIC BENEFIT TO THE DISQUALIFIED PERSON EXCEEDS "THE FAIR MARKET VALUE OF THE GOODS AND SERVICES PROVIDED. 2. EBT INCLUDES THE FOLLOWING TYPES OF COMPENSATION AND BENEFITS COMPONENTS: BASE SALARY INCENTIVE COMPENSATION/BONUSES BENEFITS AND PERQUISITES (INCLUDING RETIREMENT BENEFITS) SEVERANCE PAYMENTS DEFERRED COMPENSATION INSURANCE PREMIUMS APPROVAL BODY 1. COMPENSATION SHALL BE REVIEWED AND APPROVED BY AN AUTHORIZED BOARD COMMITTEE -EXECUTIVE COMMITTEE. 2. COMMITTEE MEMBERS MUST BE INDEPENDENT AND NON-EMPLOYEES 3. COMMITTEE MEMBERS MUST HAVE NO CONFLICTS OF INTEREST; BUSINESS RELATIONSHIP, FAMILY MEMBER, NO MATERIAL INTEREST IN THE TRANSACTION. COMPARABILITY DATA COMPARABILITY DATA SHOULD BE COMPRISED OF THE FOLLOWING *COMPENSATION PAID BY SIMILARLY SITUATED ORGANIZATIONS, *FUNCTIONALLY COMPARABLE POSITIONS *INDEPENDENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS *SIZE AND COMPLEXITY OF ORGANIZATION *GEOGRAPHIC AREA *QUALIFICATIONS AND/OR PERFORMANCE OF THE INCUMBENT *ALL ELEMENTS OF COMPENSATION (SEE EBT) DOCUMENTATION THE COMPENSATION DECISIONS OF THE EXECUTIVE COMMITTEE SHOULD BE ADEQUATELY DOCUMENTED INCLUDING THE FOLLOWING: *TERMS OF TRANSACTIONS *COMPENSATION TIED TO PERFORMANCE, *DATE OF APPROVAL *COMMITTEE MEMBERS PRESENT, *COMMITTEE MEMBERS VOTING OR ABSTAINING *DESCRIPTION OF COMPARABILITY DATA AND HOW IT WAS OBTAINED *ACTIONS TAKEN BY MEMBERS WITH A CONFLICT OF INTEREST MARKETPLACE COMPARISON THE FOLLOWING SOURCES WILL BE UTILIZED FOR COMPARABILITY DATA: 1.YUSA *COMPENSATION LEVELS FOR YMCA'S IN CONNECTICUT WITH BUDGET SIZES GREATER THAN $6,000,000 *YMCA'S IN THE STATES OF NEW YORK, MASSACHUSETTS, NEW JERSEY WITH BUDGET SIZES BETWEEN $6,000,000 AND $10,000,000. 2. LOCAL POSITIONS *EXECUTIVE DIRECTOR OF WESTPORT LIBRARY ASSOCIATION INC. *EXECUTIVE DIRECTOR OF WESTPORT COUNTRY PLAYHOUSE INC. COMPENSATION 1.COMPENSATION ADJUSTMENTS WILL REWARD OUTSTANDING PERFORMERS AND PROVIDE APPROPRIATE SIGNALS TO STAFF MEMBERS NEEDING IMPROVEMENT. 2.COMPENSATION WILL BE LINKED TO AN ANNUAL PERFORMANCE MANAGEMENT PROCESS, WITH INDIVIDUAL AND ORGANIZATIONAL GOALS. 3.COMPENSATION ADJUSTMENTS WILL BE BASED ON ACHIEVEMENT OF THOSE GOALS 4.SALARIES APPROPRIATE TO PROFESSIONAL AREAS/POSITIONS WILL BE INDIVIDUALLY COMPARED TO THE REGIONAL MARKETPLACE. 5.THE WESTPORT WESTON FAMILY YMCA WILL UTILIZE THE MARKETPLACE IN ESTABLISHING SALARY RANGES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 290 WILTON ROAD LLC 14 ALLEN RAYMOND LANE WESTPORT CT 06880 475151325 PURCHASE AND HOLD PROPERTY FOR FUTURE USE BY THE ASSOCIATION CT 0 2827403 YMCA OF WESTPORTWESTON INC WESTPORT WESTON FAMILY YMCA FDN 14 ALLEN RAYMOND LANE WESTPORT CT 06880 813028694 TYPE 1 ORG FOR YMCA OF WESTPORT CT 501(C)(3) LINE 12A, I YMCA OF WESTPORT WESTON CT INC 1 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 WESTPORT WESTON FOUNDATION C 1215000 FMV WESTPORT WESTON FOUNDATION D 87818 FMV