Young Men's Christian Association Retirement Fund

NEW YORK, NY EIN: 13-5562401 Website

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.

Financial Overview

From 2025 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$401M$803M$1.2B$1.6B20212022202320242025
Metric202520242023
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
Qualifying Distributions
Net Investment Income$472,817,023$434,704,344$358,063,033
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$56K$112K$167K$223K3 grants20214 grants20225 grants20235 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

ARMED SERVICES YMCA$113KYMCA OF THE USA$30KSPRINGFIELD COLLEGE YMCA$23KYMCA ALUMNI$10K

Grant Size Distribution

21 grants across all recorded years

14<$50K3$50–100K4$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Young Men's Christian Association Retirement Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

MICHAEL CEFOLEPRESIDENT AND CHIEF EXECUTIV…$2.3MHUNTER REISNERCHIEF INVESTMENT OFFICER$1.8MMARK SINNIDEPUTY CHIEF INVESTMENT OFFI…$1.3MGERARD RESCIGNOCHIEF INFORMATION OFFICER$1.1MSULEYMAN GOKCANSENIOR MANAGING DIRECTOR OF …$993KJOHN MAIMONE MEDWICKINVESTMENT DIRECTOR$829KDERRICK STEWARTEXECUTIVE VICE PRESIDENT & C…$810KGORDON BAILEYCHIEF ADMINISTRATIVE OFFICER$793KJOHN QUINONESGENERAL COUNSEL$701KKATHERINE GRANTINVESTMENT DIRECTOR$700KERIK STROBELINVESTMENT DIRECTOR$587K

From 2025 filing

NameTitleHoursCompensation
PATRICIA HAVERLANDVICE CHAIRMAN2
WILLIAM D RUECKERTCHAIRMAN2
BRIAN T PEDERSONTRUSTEE VOLUNTEER2
CARA-ANNE GAGLIANOTRUSTEE VOLUNTEER AS OF 5/252
CHRISTINE C MARCKSTRUSTEE VOLUNTEER2
CHRISTOPHER O BLUNTTRUSTEE VOLUNTEER2
DAVID CONNELLTRUSTEE VOLUNTEER AS OF 2/252
JACQUELINE D JENKINSTRUSTEE VOLUNTEER AS OF 9/242
JAYESH BHANSALITRUSTEE VOLUNTEER2
JOSEPH R WEISTTRUSTEE VOLUNTEER2
JURIJ Z KUSHNERTRUSTEE VOLUNTEER UNTIL 12/242
LAUREN A KOONTZTRUSTEE VOLUNTEER2
MARK BAUMGARTNERTRUSTEE VOLUNTEER2
POOJA RAHMANTRUSTEE VOLUNTEER AS OF 9/242
SCOTT C EVANSTRUSTEE VOLUNTEER2
STEPHEN IVESTRUSTEE VOLUNTEER2
W KELVIN WALKERTRUSTEE VOLUNTEER2
DERRICK STEWARTEXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER40$810,180
GORDON BAILEYCHIEF ADMINISTRATIVE OFFICER40$793,152
HUNTER REISNERCHIEF INVESTMENT OFFICER40$1,805,687
JOHN QUINONESGENERAL COUNSEL40$701,240
MICHAEL CEFOLEPRESIDENT AND CHIEF EXECUTIVE OFFICER40$2,342,577
GERARD RESCIGNOCHIEF INFORMATION OFFICER40$1,134,617
ERIK STROBELINVESTMENT DIRECTOR40$586,598
JOHN MAIMONE MEDWICKINVESTMENT DIRECTOR40$829,319
KATHERINE GRANTINVESTMENT DIRECTOR40$700,355
MARK SINNIDEPUTY CHIEF INVESTMENT OFFICER40$1,301,040
SULEYMAN GOKCANSENIOR MANAGING DIRECTOR OF RISK40$993,433

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

ChicagoKahuluiSpringfieldSt PetersburgWest ChesterWoodbridge

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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