Lee - 1st Christian Church Fund Review these resources and call us at 800-638-3522. )W'D@o= LgQ*a~2 3IHd5jgRHJ,k>nVe0 +N endstream endobj 73 0 obj <> endobj 74 0 obj <> endobj 75 0 obj <> endobj 76 0 obj <>stream Ym\37*(@ mQ endstream endobj 68 0 obj <>>> endobj 69 0 obj >/PageUIDList<0 4013>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text]>>/Rotate 0/Tabs/W/Thumb 55 0 R/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 70 0 obj <> endobj 71 0 obj [/ICCBased 77 0 R] endobj 72 0 obj <>stream SCHS Cross County Fund Receive email notification of new blog posts. Endowment Investing. Please check your inbox or spam folder now to confirm your subscription. Advertising Feature; Special Reports Read how a grant from the Scott Fund Trust helped Alice own all . Established: 2000. Spencer Family Golden Rule Fund Phone Number: 706-542-2542. [9], In December 2014, it was announced that Alan Rusbridger, then Guardian editor-in-chief, would succeed Forgan as the chairman of the company in 2016[10] but he unexpectedly announced on 13 May 2016 his resignation as a director. One of Freshfields most prominent long-term clients is HSBC. Chase Spencer Scholarship Fund F. First Church of Christ, Scientist Endowment Fund. 67 16 User growth permitted a dramatic increase in advertising revenues: Revenues from US operations more than doubled on the previous 12-month period, reflecting advertising demand and sponsorship deals with partners such as HSBC, Netflix and Airbnb.. Learn More. 0000001147 00000 n University of . 0000007067 00000 n The major difference between an endowment fund and a typical investment fund such as a mutual fund is that the beneficiary of an endowment fund is a non-profit organization instead of individual investors. Withdrawal policies limit the amount of money that the organization can take out of a fund within each period. Listen 7:02. As of 1 April 2018, the value of the Scott Trust Endowment Fund was 1.01 billion, down slightly from 1.03bn in 2017. SCHS Reunion Alumni Association The sexism at the BBC, as Seaton recounts, was appalling, as in many other workplaces, and ethnic diversity non-existent. Endowment noun. Endowment funds are an excellent way to provide naming rights for . 0000000616 00000 n Columbia University in the City of New York $24,698,782,000 Endowment North America 11. SCHS Football Scholarship Fund Spencer Flight & Education Center Endowment Fund Mr. and Mrs. Dudley Sharp Fayez Sarofim & Company Martel Foundation. Date Issued: Last Reviewed/Updated: 04/18/2017. Armantrout Scholarship Fund Milne notes that in the years before Thatchers interference the BBCs programming was in someways more liberalthan it is today, but even so: The corporation was always an establishment institution, deeply embedded in the security state and subject to direct government control in an emergency. In February 2010, the company announced the sale of its GMG Regional Media arm and its regional print titles to the Trinity Mirror Group. Sign up to get the latest news and updates from our services. . Trust noun. 67 0 obj <> endobj xref Excel shortcuts[citation CFIs free Financial Modeling Guidelines is a thorough and complete resource covering model design, model building blocks, and common tips, tricks, and What are SQL Data Types? R. Michael and Judy Rutter Fund. Overview. Emory University View Total Assets Endowment North . Hillsbrook, 87 Te Mata Road, Havelock North, 4130PO Box 8119, Havelock North, 4157. The Scott Trust, which . ] fR'B )_*u6As(1\00HR&\\5M(3fCGM Two decades on, in a symbolic mark of its creeping corporate capture, the latest BBC trust chair, Rona Fairhead, has become embroiled in the tax dodging scandal that has engulfed HSBC, of which she is also a non-executive director. We welcome applications from people that meet the criteria as well as from their parents or caregivers. Review of bylaws. In other words, politically and economically, HSBC is too big to fail. However, the principal can be invested to generate investment income, which is available for the use of an organization. Under Pennsylvania Law (15 Pa. C.S.A. Understanding and adhering to the principles of fund accounting is critical for charities and the financial accounts must be clear on the issues relating to funds. Consider the Rapid Response Fund, to leverage and assist ECF to respond quickly to important needs of charities affected by the COVID-19 epidemic that are not addressed by others. Original reporting and incisive analysis, direct from the Guardian every Ch. The Scott Fund Trust, PO Box 8119, Havelock North 4157, Fees for camps, conferences, and training courses. A whistleblower, Nicholas Wilson, has spent years trying to publicise the overcharging of British shoppers, some 600,000 of them, of quite astounding sums totalling 1 billion in debt collection charges through their credit cards. An endowment is a dedicated source of long-term funding, made up of donated gifts, that supports the mission and work of a philanthropic organization like a university. Simpson Family Fund The fund was being criticized since, although such huge amounts were lying in the funds, the tuition fees were increasing. The endowment is also the sum total of the money held in an endowment fund. A trust fund is a legal entity that holds property or assets on behalf of another person, group, or organization. [6] The core purpose of the Trust was enshrined in the constitution of the Limited company and "cannot be altered or amended." The 619million earned from the sale of Auto Trader adds to the 253.7million of cash and investments which GMG published in its 2013 annual report. SC Elementary School Fund As mentioned above, many endowment funds are structured with their principals reserved and not available for the daily use of the organizations. Western State Bank Fund Scott Community Sports Complex An endowment trust is usually started by one or more investors, and additional charitable contributions are sometimes made by others interested in helping the trust grow and continue in purpose. He was also lead non-executive director of the board at the Department for Education under arch-neoconservative Michael Gove. Camp Christy Fund The board of directors of an endowment fund may elect to use reserve funds, unrestricted gifts, or financial windfalls within the endowment fund. 0000003088 00000 n SC Youth Football League Fund The Cullen Trust for the . An endowment fund, quite simply, is money set aside (invested) to earn revenue to fund some type of charitable activity. In selecting organizations to which grant funds will be awarded, the Foundation will consider organizations which provide educational and character-building opportunities for young people. The Trust was dissolved and reformed in 1948, as it was thought that the Trust, under the terms of the original Trust Deed, had become liable to tax due to changes in the law. R M A Mulch Family Fund To keep learning and developing your knowledge base, please explore the additional relevant resources below: A free, comprehensive best practices guide to advance your financial modeling skills, Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets & Securities Analyst (CMSA), Certified Business Intelligence & Data Analyst (BIDA), Financial Planning & Wealth Management (FPWM). June 14, 2022; jeep renegade 4x4 usata francoforte sul meno; astrological predictions for trump 2022 . Scott, the ex-wife of Amazon founder Jeff Bezos, made the announcement in a Medium blog post on Tuesday. US3k5"RZX/?p}raeJH,;mgL\yCpNXz&k4,+r:E8DW "I wanted to create a little bit of a legacy for the business, and for them, that would carry on," Scott explains. Cultural Arts Fund 0000002201 00000 n Scott County Fire Dept. Lake Scott State Park Tourism Fund An endowment is an investment 'vehicle' that holds an underlying investment fund. Alpha Omega Ofcom has just announced yet another investigation of RT for bias. Heres Fairheads CV, according to Ahmed: Fairhead is currently chair of HSBCs North America Holdings, and was chair of the audit and risk committee when HSBC was fined by US authorities for money-laundering. Staff please contact your Service Manager directly. Library Endowment Trust: $581,549 Nancy B. Anthony Library Endowment Fund: Oklahoma City Metro Literacy Coalition: $196,377 Literacy Council Fund . K. Burgess Aviation Scholarship Hower Fund Arepresentative may make contact before the meeting if additional information is required. Glenn J Novak Scholarship Fund It works as a typical endowment does, except the use of funds can be determined by the governing board of the organization that the fund serves, instead of the donors. A typical endowment portfolio includes some share of safer assets, which typically come with a smaller return on . HSBC has been at the heart of this mass fraud. The Scott Family Endowment is a donor advised fund that supports causes important to the family. In contrast to a restricted endowment, the donor of an unrestricted endowment fund does not limit the purpose of the usage. The Scott Trust Limited (STL) is the ultimate parent company of Guardian Media Group plc (GMG) and its subsidiaries, joint ventures and associates, including its core business Guardian News & Media Limited (GNM). 0000001246 00000 n An endowment fund is an investment portfolio with the initial capital deriving from donations. [13] The Scott Trust Limited is governed according to the articles of association, set up in 2008 and filed at Companies House. Tax Implications. True Endowment. Endowment funds are initially invested by donors for certain charitable purposes. Kelly & Mitzi Hoeme Family Fund Together with your regional gift planner, we can help you with a charitable giving plan that will have lasting impact. Beaver Backers Each endowment fund is limited to one investment choice - either the Long Term Pool or the Social Choice Fund. The recipient is allowed to spend the money for any purpose. Loans - The University holds trust for making loans to students. In contrast, a quasi-endowment fund is not required by any legal restriction to exist permanently, which means the principal of a quasi-endowment is allowed to be spent at some point. There are limitations to the use of capital in a restricted endowment fund. endowment: A transfer, generally as a gift, of money or property to an institution for a particular purpose. Scott Trust endowment fund performance report Scott Trust corporate governance report. What Is a Trust Fund? As a charity, we work with journalists, news organisations audiences and educators, in schools and across . . 0000003123 00000 n 0000004084 00000 n Bob Harkness Memorial Fund [12], As of 1 April 2018, the value of the Scott Trust Endowment Fund was 1.01 billion, down slightly from 1.03bn in 2017. This is a one-time election by the donor who establishes the endowment fund. The policies may cover asset allocation, risk level, targeted return, and so on. . for recipient notifications & newsletter (you can write anonymous) Person to Notify . . Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. Scott City Dog Park Fund It is typical evasion from Rusbridger. HTKK@+8}{'q&"zI"I"P_uGFU&T|`Fs Q3q4!38W? And for that reason itiswell-protected by the corporate media. George M. Nix Memorial/Lloyd & Melba Scott Family Fund Eddie & Beth Perkins Family Fund: Oklahoma County Diversion Hub: $2,282,716: Oklahoma Foundation for the Disabled: Each fund continues our mission to preserve local wealth so the communities in and around Scott County will forever remain attractive places to live, work, and raise a family. Other board members include the current editor-in-chief Katharine Viner, Guardian finance editor Nils Pratley who is the journalist director of the board, and one member of the Scott family. A restriction on the use of an "institutional fund" held by a not-for-profit corporation may be released under Section 522 of the Not-for-Profit Corporation Law. Donations to endowment funds are tax-deductible. Community Foundation Operating Endowment Funds An Operating Endowed Fund is a powerful, permanently restricted fund that provides critical annual operating support to the Community Foundation while producing investment returns growing . SCHS Girls Basketball Fund The first and only chairman of the first Trust was John Scott. W. Scott and Brenda Rhinehart Family Fund. C & K Duff Scholarship Fund To combat the effects of the climate crisis on our food systems, we grow and nurture an endowment fund which, through long-term funding, secures key collections of crop diversity in genebanks worldwide. The Foundation was activated in 1988. Healthcare Fund the Scott Trust We are pleased to publish the Scott Trust Endowment Fund's (the fund) performance report for the 12-month period to 31 March 2022. 0000002346 00000 n YWCA of Billings Endowment Foundation, Inc. You can reach the foundation by either submitting a message below,or contacting us by phone or email. Lee - Scott County Library Fund Fund The Guardian Media Group's owner, the Scott Trust Endowment Fund, reported that its value at the time was 1.01 billion (2017: 1.03 billion). It can only be used for certain purposes determined by the donor. SCF Legacy Fund Example of Endowment Fund. c/o The Arc of Washington State The Harvard University endowment is the largest academic endowment fund in the world, with a $40.9 billion asset under management as of 2019. H\0s^I"{`} ]aota2?3N:U!xwq4F"tz~Q^\/}eA9p3:{WYo!=B( Support may include: The Trust requires that applications are made first to government agencies with primary responsibility for health, education, and disability funding. Parents as Educators Fund Endowment funds are established to fund charitable and nonprofit institutions such as churches, hospitals, and universities. vTN'L5\v5MZtfQj7#bxB&OQaSKx.rdl Khhh*eHKKA:r f (obmyB10fl _%xa{F%k'PD 1/K?l+Lnh$XHs8S4#(: All applications must be on the official The Scott Fund Trust Application Form. It would not be wise to permit a $500 gift to be named the John Doe Endowment Fund, whereas it might easily be imagined that a $10,000 gift would gratefully be named The reason, he argues, is that: London, even more than Wall Street, is the worlds finance capital, harbouring most of the global economys international transactions, and therefore holding 400% more money than Britains entire GDP. Most endowment funds are subject to the following policies, according to donors intents: Investment policies outline the types of investment that the fund manager is allowed to make. [4], Scott Trust Limited was incorporated on 24 September 2008 as Scott Place 1001 Limited, and adopted its current name on 3 October 2008; its number is 06706464 and it is a company limited by shares. earnings will be applied to the corpus until the fund reaches the $25,000 minimum endowment level, usually within a five-year limit. The University Investment Trust (endowment fund) is a permanent fund established to support specific purposes at the University of Manitoba. Animal Health International Fund Family Notices (Opens in new window); Sponsored. The Arc of Washington State has been selected as Trust Manager for the . Prairie View Church of Brethren Fund An endowment fund is an investment portfolio held by a nonprofit organizationsuch as a university, hospital, or museumfor the purpose of generating a permanent stream of capital. 7Ui`6 ;-4tq M r H6S(($ 3a9Ab`@ +{@Aj)V{r ^^B*F16;6|nLp1znG9\ 2` F Security State Bank Scholarship Fund 0000003980 00000 n Endowment funds consist of cash, equities, bonds, and other types of securities that can generate investment income. The Scotts believed that the organizations they supported should be well run, have a plan, and not rely too heavily on government funds. Guardian editor Alan Rusbridger has responded on Twitter to Ahmeds criticisms. Consider, for example, board memberAnthony Salzs CV, care of Ahmed: a senior investment banker and executive vice chairman of Rothschild, and a director at NM Rothschild and Sons. Policy Contact: Judy Scott. Occasionally, it is also claimedthat Britains media regulator, Ofcom, is there to prevent bias, ensuring that minimum standards ofobjectivity are maintained in news coverage. Mr. and Mrs. Scott established their trust to dedicate its support primarily to organizations in and around the Sheridan area (70 percent) as well as other areas where Scott family members have a presence. That which is committed or entrusted; something received in confidence; a charge. Why change it into a limited company, if its only role is to be a trust? Ruby Wilkens Music Scholarship Fund Recently, Peter Oborne, formerly of Britains Daily Telegraph, revealed that his newspaper spiked HSBC stories to avoid losing ad revenue. Scott, the ex-wife of Amazon CEO Jeff Bezos, wrote in a Medium . After the deaths in quick succession of his father C. P. Scott and brother Edward, and consequent threat of death duties, John Scott wished to prevent future death duties forcing the closure or sale of the newspapers, and to protect the liberal editorial line of the Guardian from interference by future proprietors. This leaves an investment fund which is likely to be in excess of 850million to underwrite Guardian losses. . Fort Hays State University Virtual College Scholarship Lucas Matthies Big Stick Fund The Trust will consider joint funding with another agency. This scholarship will be available for graduating Scott County seniors from Austin High School, Scottsburg High School, Grace Christian Academy, or home-schooled students. In the following financial report (for the year 2018-2019), the group reported a profit of 0.8 million before exceptional items, thus breaking even in 2019. Bart Carr Medical Fund etc. Brett Eisenhour Family Fund Essentially, the Foundation serves as a catalyst to encourage and assist area non-profits in their work. Russell Child Development Fund TFI Family Services Fund Developmental Disabilities Endowment Trust Fund, Copyright 2019 by The Arc of Washington State, a 5013 organization, Thurston County Developmental Disabilities Coalition, The Arc of Washington COVID-19 Resource List. Endowment funds usually come with a lower risk level and more liquidity concerns than mutual funds and hedge funds. Scott City Middle School Fund 81), a charitable trust or a nonprofit corporation that holds donor-designated endowment funds may make an election to calculate . MASH Tournament Fund 0000000016 00000 n William Carpenter 4-h Foundation Fund Robertson Family Fund 0000002381 00000 n These people will have the responsibility and authority to govern the fund's documents and activities such as withdrawing money. To be sustainable, the annual subsidy . Scott Community High School Fund Hope's Closet Fund Security State Bank Advised Fund 0000012043 00000 n Good Neighbor Fund 0000006556 00000 n British newspaper company which owns The Guardian, "Alex Graham appointed as seventh chair of the Scott Trust", "Guardian Media Group plc (GMG) results for the financial year ended 1 April 2018", "Guardian-owning Scott Trust to fold after 72 years", "Guardian 'secure for generations to come' after tax-free bonanza of 619m from Auto Trader sale", "Alan Rusbridger to stand down as Guardian editor-in-chief", "Former Guardian editor Alan Rusbridger leaves Scott Trust", "Guardian Media Group to cut 250 jobs in bid to break even within three years", "Company overview for the Scott Trust Limited on Companies House website", "THE SCOTT TRUST LIMITED: Corporate governance", "THE SCOTT TRUST LIMITED - Filing history", "The Guardian Foundation appoints Kelly Walls as its new executive director", https://en.wikipedia.org/w/index.php?title=Scott_Trust_Limited&oldid=1141994256, Publishing companies of the United Kingdom, 1936 establishments in the United Kingdom, Articles with unsourced statements from April 2020, Creative Commons Attribution-ShareAlike License 3.0, Chairman of the Scott Trust Limited board (2021present), Editor-in-chief, Guardian News and Media (June 2015 present), Journalist director of the Scott Trust Limited board (2022 present), Chair of the Scott Trust Limited board (2016 2021), Chief executive office, Guardian Media Group (June 2015 - January 2020), Journalist director of the Scott Trust Limited board (2016 2022), "To secure the Trust's own continuity by renewing its membership and by dealing with threats to its existence, To monitor the organisation, financial management and overall strategy of the Group, holding the Board accountable for its performance, To appoint and 'in extreme circumstances' to dismiss the editors of, To act as a 'court of appeal' in the event of any dispute between the editorial and managerial sides of the operation. Jim Hess Memorial Fund The arrangement tends to give editors a long tenure: for example, the last incumbent, Alan Rusbridger, was there from 1995 until 2015. Compared with typical endowment funds, a quasi-endowment offers more flexibility to an organization in funding special projects in the future. In 1992, the Trust identified its central objective as being the following: The Trust saw its main functions as being the following: The second Trust had five Chairmen over its 60 years: Alfred Powell Wadsworth (194856), Richard Farquhar Scott (195684), Alastair Hetherington (198489), Hugo Young (19902003) and Liz Forgan. At this time John Scott also gave up his exclusive right to appoint trustees; the trustees would henceforth appoint new members themselves. The donors restrict the purposes an endowment fund can be used for. Roll. David & Val Duff Memorial Scholarship %PDF-1.7 % Donor advised funds may be invested, endowed, or act as a "charitable checking" account. Its areas of interest for grant-making purposes are relatively broad in scope but have and emphasis on youth. I strongly recommend you take the time out to read Ahmeds report in full. To join discussions about my work, please visit my Facebook or Twitter page. 0000013555 00000 n The investment objectives of the Fund are threefold - to generate long-term returns to secure the financial and editorial independence of the Guardian in perpetuity; to provide diversification in economies Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve. So notably, the most vocal among the anti-RT crowd on the ground that it spreads lies and propaganda such as Nick Cohen [of the Observer] and Oliver Kamm [of the London Times] were also the most aggressive peddlers of the pro-U.K.-government conspiracy theories and lies that led to the Iraq War. RT is not even allowed to discuss the case while it is being investigated. Endowment funds are established to fund charitable and nonprofit institutions such as churches, hospitals, and universities. Lee - New Hope Children's Farm Fund Quasi-Endowment. The percentage is usually low, so that the fund will be able to last in perpetuity. Elmer Cauthon Memorial Fund The new company is barred from paying dividends, and "its constitution has been carefully drafted to ensure that no individual can ever personally benefit from the arrangements."[7]. Developmental Disabilities Endowment Trust Fund Digital Media Fund Home supportDay programmeExercise classesJobs - Older People, ResidentialCommunityJobs - Disabled People, The suit boosted their development in a non-invasive way, so they own all their physical achievements. morning, Available for everyone, funded by readers. DCP Midstream. Endowment and Trust Fund Statement - as at December 31, 2010The December statement shows a balance of $765,598 made up as follows: opening balance- $698,850; donations - $69,504; interest income - $4,286; current assets - $765,598; YTD encumbered . hb```,|P,#',Nq Thayne & Pat Nichols Memorial Fund Lake Scott State Park Friends Fund SC Compassion Fund A: There is an alternative investment vehicle, the Social Choice Fund, which can be requested by the donor who establishes an endowment fund. Each year, a portion of the investment return is used to support current year programs and therefore contributes to the quality of teaching, student accessibility, research, athletics, and public service at the university. K-State Global Scholarship Fund The Scott Trust Limited is the British company that owns Guardian Media Group and thus The Guardian and The Observer as well as various other media businesses in the UK. University of Notre Dame View Total Assets Endowment North America 12. f 9T)iAP6 #{ endstream endobj 84 0 obj <>>> endobj 85 0 obj >/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text]>>/Rotate 0/Tabs/W/Thumb 70 0 R/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 86 0 obj <> endobj 87 0 obj <> endobj 88 0 obj [/ICCBased 94 0 R] endobj 89 0 obj <>stream Western Kansas Child Advocacy Center Fund Jan Silvey Family Scholarship Fund He was a key legal adviser to Guinness during the notorious share-rigging scandal, helped Rupert Murdoch form BSkyB, and was vice chair of the BBCs Board of Governors before it was replaced by the BBC Trust. During the Treasury Select Committee meeting on 15th February, it emerged that the newspaper that styles itself as the worlds leading liberal voice happens to be thebiggest recipientof HSBC advertising revenue: bigger even than theTelegraph. An Endowment and Trust Fund, managed by the Alumni Association, was first established in the 1950s. As [financial sector campaigner Joel]Benjamin said:What the British government cannot tell the public is that the current growth model for the UK economy revolves around the endorsement and protection of financial sector fraud.. Paul & Leona Numrich Memorial Scholarships - The University of Georgia holds in trust various endowment funds for the purpose of providing scholarships to students attending college. Endowment noun. Don & Marlo Wiechman Scholarship Fund Fund The principal value of the endowment fund is kept intact, while the investment earnings can . LinkedIn: The Arc of Washington State, Copyright 2019 by The Arc of Washington State, a 5013 organization Privacy Policy Accessibility Statement. Usage and withdrawal restrictions may exist in a quasi-endowment fund, but the board can end the restrictions for any reason and use the money for any purpose at any time. Balancing the two goals can be a challenge. Scott Thompson Special Assistance Scholarship . 5548 and 20 Pa. C.S.A. An endowment trust is a particular type of fund established for a charitable cause. This table shows our driving principles behind endowment and foundation portfolios, including an equity bias, adequate liquidity, prudent leverage, downside protection and active rebalancing. Holy Cross Lutheran Church Fund 0000013235 00000 n Western Vistas Historic Byway Fund Park on the Plains - Playground Lee - Scott County Museum Fund For example, a donor may provide capital to a fund with an intent to save animals exclusively. [8], Guardian News and Media, a subsidiary of the Scott Trust Limited, reported a loss of 30.9million for the year to the end of April 2013. Ansley Spencer Scholarship Fund The HSBC has done more than any other bank to ensure its friendsare embedded in the very senior echelons ofthe political and media class. As a charity, we work with journalists, news organisations audiences and educators, in schools and across communities. Scott City Chamber of Commerce Fund We are pleased be a partner in this opportunity to create a stable financial future for trust fund participants. The Trust forms part of a unique ownership structure for the Guardian that ensure editorial interests remain free of commercial pressures, Formal responsibilities for the board include preserving the editorial independence of the Guardian in perpetuity and to monitor the financial management and overall strategy of the group, A brief history of the Guardian newspaper, As befits the oldest Sunday newspaper in the world, the history of the paper is a volatile and varied one, Welcome to the Scott Trust timeline, which shows the history of the Trust from 1936 to the present day, Biographical details of GMG board members including Charles Gurassa as chair and Katharine Viner, From who sits on the company boards to the values of the trust and the company. SC Feathers and Lead Fund An organization should be aware of these categories when it allocates its annual endowment draw among endowment funds. The Wilmington Trust Endowments and Foundations team categorized them into investment and fundraising trends, since these are the two key ways to grow endowment funds. . 0000011027 00000 n Funds Directory. May Lose Value. The bestowal of money as a permanent fund, the income of which is to be used for the benefit of a charity, college, or other institution.