Endowment Fund

The YMCA of Southwestern New Brunswick Endowment Fund Inc. was created in 1986 and was incorporated in 1994 for the purpose of receiving funds as trustees to benefit the Y. The purpose of the Endowment Fund is to grow and invest funds so that the YMCA remains strong, viable, and responsive to provide for future generations.

Mission

To ensure the long-term sustainability of the YMCA of Southwestern New Brunswick

Vision

For current and potential donors to recognize the Endowment Fund as the most effective vehicle for maximizing the long term positive impact of the YMCA of Southwestern New Brunswick

Values

Transparency, Consistency, Accountability, Collaboration, Stewardship

Charitable Registration Number: 890269731RR0001 | T3010 Information

Heritage Club

The Heritage Club was established to recognize the special individuals and families who have made a major or estate gift(s) to the Y’s Endowment Fund. You can become a Heritage Club Member with a cumulative gift of $5,000+ or pledged estate gift.

Heritage Club Member Benefits

· Pewter Lapel Pin
· Quarterly Newsletter
· Invitation to Special Events
· Annual Fund Financial Report
· Annual General Meeting Invitation
· Named in our Annual Report and Website
· Being named on the Heritage Club Donor Wall at the Saint John Regional Y

Ways to Give

There are various methods of giving through which you may contribute.

· Cash
· Bequest in your Will
· RRSP’s
· Life Insurance Policy Beneficiary
· Securities, Property and other Cash Assets

Heritage Club Members

Endowment Donors

Fred Barbour

David & Jane Barry

F. G. Bent

Michael & Anne Bruce

Del & Shirley Buckley

David & Heather Carlin

Pat Davis

Marion Elliott

Gregor Barry & Christina Giamos

Caleb Goodman

Fred & Joyce Godwin

Leif & Norma Jacobsen

Dale & Wendy Knox

Ora P. MacCollum

James MacMurray

Annie Melick

Tony & Suzanne Ratchford

Lillian Hayward Russell

Clark & Jennifer Sancton

C. William Stanley

Robert & Barbra Vincent

Julian & Caroline Walker

David & Mary Jane Waugh

Kristen Wheaton Clayton

Brian McCain

Horton Family Foundation

Michael Bishop & Leslye McVicar

Legacy Commitments

Brice & Catherine Belyea

Terry & Jane Bird

Shilo & Troy Boucher

Wayne & Carol Chapman

Cindy Floyd

Fred & Joyce Godwin

T. Peter Graham

Neil & Christine Jacobsen

Michael & Jeanne Keating

Blair & Barb MacDonald

Lloyd & Elaine MacDonald

Donna Mazerolle & Family

Brian & Susan (Trafton) Moore

Dean & Vicki Mullin

Marie & Marvin Rackley

Bruce & Jeddy Stevens

Dr. Brian & Anne Wheelock

Named Funds

Named funds are made from gifts of $25,000 or more. Donors may restrict the use of their contributions to support a particular program or service, like the Strong Communities Campaign. Unrestricted funds are donations that will be used to benefit and ensure the future of the Y and at the discretion of the Board of Directors.

Arthur Kent Melick Memorial Fund
Clark Sancton Fund
Dale and Wendy Knox Fund
David Walker Memorial Fund

Estate of Lillian Hayward Russell Fund
Estate of Ora P. MacCollum Fund
F.G. Bent Fund
Jacobsen Family Fund

Glenburn Innovation & Capital Fund
Glenburn Camp Sponsorship Fund
Leslie E. Bruce Memorial Fund
The Sisters of Charity of the Immaculate Conception Fund

Board Members

John Fitzpatrick Jr., MBA, CIM | Past Chair
Christopher J. Marr, TEP | Chair
Steve Milbury | Vice Chair
Peter Logan CPA, CA | Treasurer

Bridget Oland
Darryl G. Ford, P.Eng., FEC
Jack Skerry
Peter MacPhail

Cindy Floyd
Ryan Rainer

Ex-Officio Members

Shilo Boucher, CPA, CA, ICD.D
Jennifer Yeomans, CFRE
Bruno Portilho

Contact

Jennifer Yeomans
Chief Development Officer
Office: +1-506-634-4927
E-mail: j.yeomans@yswnb.ca

Policies

By-Laws

Approved at the Annual General Meeting in May of 2023

Disclosure of Payments to Board Directors

From time to time, the YMCA of Southwestern New Brunswick Endowment Fund purchases goods and/or professional services from board members or companies in which a board member is an owner, partner, or senior manager. These transactions are in the normal course of operations and are measured at the exchange amount, which is the amount of consideration established and agreed to by the related parties and, which, in management’s opinion, is comparable to the amounts that would have been paid to non-related parties. These transactions are subject to a regular review process.

In 2022, there were no payments made to board members or companies in which a board member is an owner, partner or senior manager.

Annual Endowment Fund Reports

The Arthur Kent Melick Memorial Fund
Post Secondary Bursaries

The Arthur Kent Melick Memorial Fund was established in 1961 on the death of Anne B. Melick in memory of her brother Arthur. The purpose of the fund is to use the income from the fund for cash bursaries to students furthering their education.

Each year the YMCA of Southwestern New Brunswick Endowment Fund provides up to five bursaries for students entering or enrolled in a post-secondary institution on a full-time basis.

Applications for the 2025 Arthur Kent Melick Bursary Fund applications are now open and being accepted until May 1, 2025.