2012-10-22T13:43:45-07:00 2011-12-31 990 2011-01-01 131624231 YOUNG WOMENS CHRISTIAN ASSOCIATION RETIREMENT FUND INCORPORATED YOUN 2129229500 52 Vanderbilt Ave 6th FL New York NY 100173808 Joseph DeRocchis 2129229500 2012-09-10 2011 2016-02-24 21:20:13Z Elizabeth Clark YWCA Retirement Fund 52 Vanderbilt Avenue 6th Floor New York NY 10017 438648112 0 X YWCARF.ORG X 1925 NY Provides retirement benefits to eligible participants. 11 11 29 0 0 0 0 0 12872436 12923494 47443581 1519429 0 0 60316017 14442923 0 0 30147181 30484000 2483204 2684497 0 0 0 3317526 3022715 35947911 36191212 24368106 -21748289 476636315 440878142 18242737 4232853 458393578 436645289 Provides retirement benefits to eligible participants. 0 0 12061975 0 0 The Fund provides retirement annuity benefits to eligible participants/employees and beneficiaries at the participating YWCA's. 17926658 0 0 The Fund provides participants with lump-sum distributions upon retirement or termination of employment from participating YWCA's. 495367 0 0 The Fund makes payments to beneficiaries upon the death of a participant or annuitant when applicable. 0 0 0 30484000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 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 12 0 29 1 0 1 BE BR CA FI FR GM HK JA SP SW SZ UK 0 0 0 0 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 Joseph DeRocchis 2129229500 52 Vandebilt Ave 6th Fl New York NY 100173808 Richard W Taylor 2 X X 0 0 0 Susan K Burke 2 X X 0 0 0 Margaret S Neilly 2 X X 0 0 0 Mildred E Morrison 1 X 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 299961 0 57012 Betty Jo Lesonsky 35 X 169736 0 64802 Leonard Inzeo Jr 35 X 134711 0 44563 Guedner Villette 35 X 116943 0 27757 Joseph DeRocchis 35 X 120719 0 16799 842070 0 210933 6 0 1 0 JP Morgan Chase PO Box 26040 New York NY 10087 Custodian 400885 Morgan Stanley Investments One Tower Bridge 100 FRONT STREET West Conshohocken PA 19428 Investment Manager 375797 Profund Systems 475 Half Day Road Suite 100 Lincolnshire IL 600692936 Systems Software Provider 283933 Mercer 1166 Avenue of the Americas New York NY 10036 Actuary 255295 Wells Fargo Bank Trust Operations NW 5159 P O Box 1450 Minneaplois MN 554855159 Investment Manager 243954 8 0 0 0 0 0 0 0 0 Employer Contributions 624100 11535246 11535246 0 0 Employee Contributions 624100 1388248 1388248 0 0 0 0 0 0 12923494 11471408 11471408 0 0 0 0 0 0 0 0 0 0 0 0 414253210 0 424205189 0 -9951979 0 -9951979 -9951979 0 0 0 0 14442923 14442923 0 0 30484000 30484000 870582 870582 583306 583306 601004 601004 176691 176691 323703 323703 129211 129211 0 213802 213802 89000 89000 1010659 1010659 170110 170110 143622 143622 293892 293892 139135 139135 34466 34466 570784 570784 Actuarial Fees 243355 0 243355 0 Consultants 530 0 530 0 Bank Charges 95436 0 95436 0 Subscriptions 17924 0 17924 0 36191212 30484000 5707212 0 3612579 4482913 53243098 109540385 8765774 2186541 4092211 3003716 782489 1088495 409954715 318550790 277660 5029018 476636315 440878142 17797177 4219508 445560 13345 18242737 4232853 X 458393578 436645289 0 0 0 0 458393578 436645289 476636315 440878142 -21748289 0 X 0 1 1 X 0 X X 0 0 0 YWCA OF THE USA 131624103 9 1 1 1 30494000 1 30494000 0 0 0 0 0 0 0 0 794232 794232 0 0 3297979 2209484 1088495 0 0 0 0 1088495 0 Call Options Written 13345 13345 14442923 36191212 -21748289 0 0 0 0 0 0 -21748289 14442923 0 0 0 0 0 14442923 0 0 0 14442923 35180553 0 0 0 0 0 35180553 1010659 0 1010659 36191212 South America 0 0 Investments Passive foreign investments held in the Fund's trust. 13365081 East Asia and the Pacific 0 0 Investments Passive foreign investments held in the Fund's trust. 4053988 Europe (including Iceland and Greenland) 0 0 Investments Passive foreign investments held in the Fund's trust. 22312240 0 0 39731309 0 0 0 0 0 0 X 1 1 X X X X 0 1 0 0 0 0 0 1 0 Elizabeth Clark 299961 0 0 0 0 0 45861 0 11151 0 356973 0 0 0 Betty Jo Lesonsky 169736 0 0 0 0 0 54760 0 10041 0 234537 0 0 0 Leonard Inzeo Jr 134711 0 0 0 0 0 38244 0 6839 0 179794 0 0 0 SchJ_P01_S00_L01a 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 The Personnel & Benefits committee of the Board of Trustees periodically obtain 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 recommends 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. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 There is a deferred compensation plan that was in place in 2011 and the Board approved a $49,500 contribution to that plan during 2011. F990_P05_S00_L04b Form 990, Part V, Line 4b See attached Statement 1 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b Management prepares and reviews the form and then has McDermott, Will & Emery (Attorneys) review the draft which is then given to each member of the Board Of Trustees for their review and approval at their August meeting. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Each year all officers,Trustees and key employees are given a conflict of interest form and are required to complete, sign and submit the conflict of interest form to the fund. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Personnel & Benefits committee of the Board of Trustees periodically obtain a salary survey from an independent compensation consulting firm for all employee positions of comparable orgamizations. 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 recommends their salary for the committee to consider. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The fund indicates that governing documents, conflict of interest policy 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 0