ENDOWMENT FUNDS

Endowment Fund Types

Community Unrestricted Endowment Funds

This is a general Fund that gives the Foundation the greatest flexibility in awarding Grants to charities. This type of Fund is not tied into any specific charity or area of interest, allowing the Foundation to respond to the immediate and changing needs of the community.

Donor Advised Endowment Funds

This fund enables donors to have ongoing participation in the selection of charities that will benefit from their gift.

Designated Endowment Funds

This type of Fund gives the donor the opportunity to specify, at the time the Fund is established, which particular charity or charities they would like to support in perpetuity.

 

 

 

Field of Interest Endowment Funds

Donors identify an area of interest that they would like their donation to support.  Examples include the arts, environment, health, seniors, children, youth, recreation, relief of poverty, or education.

Managed Funds

Managed Funds are held on behalf of a charity or charitable group with the annual returns periodically distributed back to the group.

Flow-Through Funds

The capital and income from these Funds are distributed over a one year period.

Want to start your own endowment fund? Contact us today – 705.727.2457

Current Funds

UNRESTICTED COMMUNITY
Endowment Funds

Annette Brunelle Penetanguishene Student*

Community In-Memoriam

Leah P. Gignac Penetanguishene
Community

Professional Advisors

Tom and Lucille Gay

 

FLOW THROUGH FUNDS

Georgian Bay Cancer Support
Centre*

Huronia Community

LabX

Physician Recruitment

Step Up Awards Program First Nations

 

DONOR ADVISED
Endowment FundsBarber & Haskill Fund

Cedar Ridge Pops Festival

Cliff Pendlebury Outreach

Duncan (James) McLaren *

Hacker Gignac Rice LLP

Jack Beauchamp Memorial

Jake Just Memorial

Jim McCready Memorial

JJ Gignac Memorial

Len Self Youth Memorial

Midland in Motion (MiM)

PAK (Players Assisting Kids)

Penetanguishene Youth

REACH

Town of Penetanguishene
Community

Vaughan Family

Wyevale Scholastic

DONOR DESIGNATED
Endowment FundsAdministration

Askennonia Seniors

Butch LaFrance Memorial
Georgian Bay Land Trust*

C P Stow Memorial

CLH (Community Living
Huronia) *

Gammell Family

Georgian Bay Land Trust
Huronia Stewardship*

Gil Robillard Family

Helen Redman Bursary

Iris Catherine Stotesbury
Memorial

James Bartleman Bursary

Lynda Zuidema

MSS 100th Anniversary

MSS Bill Barnett Bursary

MSS Jas Roberts Bursary

MSS Moss Bursary

Penetanguishene Library

Stanley Redman Bursary

FIELD OF INTEREST
Endowment FundsBondar Nursing Bursary

David/Delva Finch Youth

Environment

John Arpin Music

Youth

 

 

MANAGED FUNDS

Admin Reserve Fund

Huronia Museum Heritage

Medical Student Scholarship

Rosewood Shelter

* New Funds established in 2010-11


 


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