2026-06-03T12:37:27-05:00 2025-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2025-01-01 474761347 GREATER BURLINGTON YMCA FOUNDATION INC (6663-SO1) GREA 8026528179 298 COLLEGE STREET BURLINGTON VT 05401 DANIEL SMITH PRESIDENT 8026528179 2026-05-27 1 CONNIE FELLION P01875413 8026581808 2026-05-27 2025 2025-03-06 01:10:19Z X DANIEL SMITH 298 COLLEGE STREET BURLINGTON VT 05401 304645 0 X N/A X 2015 VT SUPPORT THE GREATER BURLINGTON YMCA INCLUDING LEASING OF PROPERTY TO THE GBYMCA. X 3 2 0 0 0 0 0 0 0 0 28141 27645 277000 277000 305141 304645 0 0 0 0 0 0 0 0 3328 942545 916679 942545 916679 -637404 -612034 23143361 0 26512021 0 -3368660 0 THE MISSION OF THE ORGANIZATION IS TO SUPPORT THE GREATER BURLINGTON YMCA IN ALL WAYS POSSIBLE. THIS INCLUDES THE PURCHASE OF PROPERTY AND LEASE OF THAT PROPERTY TO THE GREATER BURLINGTON YMCA. 0 0 848469 277000 THE GREATER BURLINGTON YMCA FOUNDATION (GBYMCAF) IS A SUPPORTING ORGANIZATION OF THE GREATER BURLINGTON YMCA (GBYMCA) WHOSE MISSION IS TO "BUILD A STRONG COMMUNITY BY INVOLVING YOUTHS, ADULTS, AND FAMILIES IN PROGRAMS AND ACTIVITIES THAT DEVELOP SPIRIT, MIND, AND BODY." GBYMCAF RECEIVED A TRANSFER OF REAL PROPERTY FROM THE GBYMCA IN 2015 AND SECURED 'NEW MARKETS TAX CREDIT' FINANCING IN DECEMBER 2018 FOR CONSTRUCTION OF A NEW FACILITY AT 298 COLLEGE STREET. CONSTRUCTION BEGAN IN OCTOBER 2018 AND WAS COMPLETED ON JANUARY 2, 2020. ON DECEMBER 9, 2025 THE FOUNDATION DISSOLVED AND ITS ASSETS WERE TRANSFERRED TO GBYMCA. 848469 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8026528179 298 COLLEGE STREET BURLINGTON VT 05401 DANIEL SMITH PRESIDENT 1.00 39.00 X X 0 191964 34532 RENEE BOURGET-PLACE DIRECTOR 1.00 X 0 0 0 PHIL DANIELS DIRECTOR 1.00 X 0 0 0 0 191964 34532 0 0 1 0 0 27645 27645 277000 0 277000 277000 277000 304645 277000 0 27645 X 1698 1573 119 6 112406 104042 7956 408 225837 209031 15985 821 576738 533823 40822 2093 916679 848469 64882 3328 419684 0 253651 0 0 0 0 0 0 0 0 0 22470026 0 0 0 0 0 0 23143361 0 23902950 2609071 0 26512021 0 X -3368660 0 -3368660 0 23143361 0 X -612034 3980694 X 0 1 X 1 0 X X X 1 GREATER BURLINGTON YMCA INC 030185810 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE FOUNDATION ANNUALLY FILES AN IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, TAX RETURN IN THE U.S. FEDERAL JURISDICTION. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR THE YEARS PRIOR TO DECEMBER 31, 2022. IN THE NORMAL COURSE OF BUSINESS, THE FOUNDATION IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE MANAGEMENT OF THE FOUNDATION BELIEVES THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2025. 0 0 0 0 0 0 0 0 0 DANIEL SMITH PRESIDENT 0 191964 0 0 0 0 0 0 0 34532 0 226496 0 0 PART I, LINE 3 TOP MANAGEMENT OFFICIAL IS COMPENSATED BY A RELATED ORGANIZATION DETERMINED AS FOLLOWS: Y-USA RELEASES GUIDELINES EACH YEAR WHICH LIST A SALARY RANGE SUGGESTION FOR TOP MANAGEMENT OFFICIALS BASED ON ORGANIZATION SIZE AND OTHER RELATED FACTORS. ADDITIONALLY, A COMPENSATION STUDY USING THE HAY SCALE WAS CONDUCTED FOR THE ROLE AND THE RANGE WAS VERIFIED IN AGREEMENT WITH THE Y-USA SALARY RANGE SUGGESTIONS. THE EXECUTIVE COMMITTEE AND BOARD REVIEWS THE STRATEGIC PLAN, ORGANIZATION ASSESSMENT AND NEEDS OF THE ORGANIZATION TO SET GOALS FOR THE TOP MANAGEMENT OFFICIAL AND DETERMINE AN ANNUAL SALARY WITHIN THE RANGE PROVIDED, BASED ON GOALS AND PERFORMANCE. BUILDING 2025-12-09 22662680 BOOK VALUE BOOK VALUE 030185810 GREATER BURLINGTON YMCA INC 298 COLLEGE STREET BURLINGTON VT 05401 501(C)(3) LAND LAND 2025-12-09 2550157 BOOK VALUE 030185810 GREATER BURLINGTON YMCA INC 298 COLLEGE STREET BURLINGTON VT 05401 501(C)(3) EQUIPMENT 2025-12-09 216364 BOOK VALUE 030185810 GREATER BURLINGTON YMCA INC 298 COLLEGE STREET BURLINGTON VT 05401 501(C)(3) CASH DISTRIBUTION 2025-12-09 242849 CASH PAID 030185810 GREATER BURLINGTON YMCA INC 298 COLLEGE STREET BURLINGTON VT 05401 501(C)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS IN DETAIL ON BEHALF OF THE BOARD. THE FINANCE COMMITTEE THEN MOVES TO BRING THE RETURNS TO THE FULL BOARD FOR BOARD REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C GBYMCA CONFLICT OF INTEREST POLICY APPLIES TO GBYMCA FOUNDATION. SURVEY SENT ANNUALLY TO EACH BOARD MEMBER AND REVIEWED BY THE CEO. CEO DISCLOSES ANY CONFLICT TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO EMPLOYEES AND DOES NOT COMPENSATE ANY OFFICERS OR DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND ANNUAL TAX RETURN ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES : PROGRAM SERVICE EXPENSES 104,042. MANAGEMENT AND GENERAL EXPENSES 7,956. FUNDRAISING EXPENSES 408. TOTAL EXPENSES 112,406. FORM 990, PART XI, LINE 9: NET ASSETS TRANFERRED TO GREATER BURLINGTON YMCA 3,980,694. GREATER BURLINGTON YMCA INC 266 COLLEGE ST BURLINGTON VT 05408 030185810 HUMAN SERVICES VT 501(C)(3) LINE 10 N/A 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 1 0 GREATER BURLINGTON YMCA INC J 277000 FMV GREATER BURLINGTON YMCA INC R 25672050 BOOK VALUE GREATER BURLINGTON YMCA INC E 2675514 COST