Annual Report - Central Okanagan Foundation

Central Okanagan Foundation
Annual Report
2010
Central Okanagan Foundation
Annual Report
2010
A Word from our Board Chair and E.D.
2009-2010 has been an exciting time at the Central Okanagan Foundation. The last two years of staying the course and being
fiscally prudent brought our endowment back into the black. At year end August 31, 2010 the board was able to approve a distribution of 3% without touching capital. Signing hundreds of letters and cheques to Central Okanagan charities was indeed a
pleasure!
The past year has been a time of reflection and innovation. While the Central Okanagan Foundation remains steadfast in our
commitment to endowment, we have the privilege of working with donors and staff who share our passion for finding new ways to
meet our goals. Our donors have been clear that they desire a balance between long term vision and current needs. Flow-through
gifts that go immediately to charities to continue their valuable work remain high and have become an increasingly important part
of community foundation work.
We have said good bye to some long time board members who will be missed, but we have also said hello to new directors with
fresh energy, new ideas and equal enthusiasm for what a community foundation can do. With new tools in our granting toolbox
and warm support for our innovative ideas; we look forward to 2010-2011 with confidence. As we sail forward we know that our
destination remains the same; we have simply adjusted our sails to take full advantage of the winds.
Tom Fellhauer
Board Chair
Leanne Hammond Komori
Executive Director
Vital Actions 2009-2010
In Fall 2009, COF was pleased to publish our first Central Okanagan Vital Signs Report. We were delighted that it was
received with so much enthusiasm. The report will be published every second year to spark dialogue and guide our community donors, funders and charitable groups in the vital work we all do.
Vital Signs is more than a report; it is a program that focuses on what we are doing well, and illuminates areas where we
still have much work to do. Since Fall 2009 we have seen donors begin deep discussions of our findings, we have been
privileged to convene diverse voices hoping to find a way to work together, and we have started to incorporate Vital
Signs into COF‘s own strategic grantmaking.
One of our biggest successes has been COF‘s participation in FRED (Funding Really Excellent Development). Motivated by the finding that up to 25% of children in our community arrive at kindergarten ‗unprepared‘, the FRED Funders
table came together with the shared belief that together we can do more than any of us can do alone.
This is not your ordinary sandbox… if Funders can pool resources and work together; so can the non-profit groups helping our children. The Sandbox Development Group is a group of non-profit agencies working with Success By 6 to offer
family resource programs in seven neighbourhoods from Lake Country to Peachland.
The real winners are children and their families. This project is an important step in building collaborative efforts to support and improve early childhood development initiatives for children 6 years of age or less and their families. While the
Central Okanagan has had family support programs for years, FRED has allowed expansion to neighborhoods without a
program site or where a site is available, but the program has exceeded the number of families it can accommodate.
This project is enhancing programs, creating opportunities and fostering community capacity building. Congratulations to
the Sandbox Development Group for this revolutionary approach.
COF would like to thanks to our fellow ―Freddies‖: United Way, Success by 6, The Colin and Lois Pritchard Foundation,
Kids Care, Ministry for Children and Families, Interior Savings Credit Union and MacKay LLP.
For more information visit www.CentralOkanaganFoundation.org
and the Success By 6 page at www.unitedwaycso.com
If you want to go fast, go alone; if you want to go far, go together. -African Proverb
Central Okanagan Foundation
Annual Report
2010
How to Give…
The Central Okanagan Foundation is about making the donor experience meaningful,
personal and most of all easy. We offer a variety of gifting options to suit your needs.
Pledge Funds
To make things easier - all of the funds listed below can be paid over time. With a minimum gift and a pledge you can create a named fund for
any charitable purpose. Pledge Funds offer the flexibility to add to the fund over time while the fund reaches its desired goal.
Community Fund Donation (no gift too small)
Our ―Community Fund‖ is a general fund that combines gifts of various sizes from individuals and groups. The income on this fund is distributed
through the grant application process. Community Funds ensure that future generations can make a difference to our community relevant to
changing community needs. Funds can be endowed or ―Flowed-through‖ to make an immediate impact.
Named Designated Fund (minimum $10,000)
A designated fund allows you to benefit a charity or your choice. Each year the income from your endowment fund is dedicated to that charitable
organization exclusively. The fund can be named after your family, your business, or the charity itself. (This fund can be started with $2000 and
a pledge to contribute $2000 each year for 5 years until the fund reaches $10,000)
Field of Interest Fund (minimum $10,000)
This type of fund allows you to direct the income from your fund more broadly to cover a particular area of interest rather than any specific organization; e.g. arts, youth, health, education, etc. (This fund can be started with $2000 and a pledge to contribute $2000 each year for 5 years until
the fund reaches $10,000)
Donor Advised Fund (minimum $50,000)
The most flexible of funds, Donor Advised Fund income can be re-directed to different
charitable causes each year. This fund provides donors with the same benefits as a Private Foundation without the administrative costs or onerous reporting responsibilities.
Donor Advised Funds also allow for succession planning if you would like to pass the
legacy of giving along to your children. Donors always have the option of having us take
on this responsibility instead of naming a successor. (This fund can be started with
$10,000 and a pledge to contribute $10,000 each year for 5 years until the fund reaches
$50,000)
One for 10 & 10 for All (minimum $10,000)
This fund is geared to those of us who want to get involved in philanthropy in a more gradual way. This fund allows donors to start a named fund with $1000 and a pledge to
give $1000 per year until the fund reaches $10,000. Income from this fund goes to the
Community Granting cycle where our volunteer committees consider a broad range of
applications from groups seeking funding for valuable projects in our community. Call us
for more details!
Investing in our Future... Bursaries
and Scholarships
COF is proud to partner with the Central Okanagan Bursary
and Scholarship Society to award high school graduates with
support to continue on to post-secondary studies. With the
support of our Donors, COF facilitated 52 awards to deserving
students in 2009.
COF also works directly with colleges and universities across
the country to offer scholarships and bursaries created by our
Donors. In 2009 we provided over $25,000 in awards to students studying at the following institutions:
British Columbia Institute of Technoligy, Capilano University,
Okanagan College, Seneca College of Applied Arts & Technology, St. Francis Xavier University, Trinity Western University, University of British Columbia, University of British Columbia Okanagan, University of Calgary, University of Guelph,
University of Victoria, University of Waterloo, University of
Winnipeg.
Okanagan Sun Scholarship Grants
Through the support of our sports oriented donors, in 2009
COF facilitated a new scholarship program that provided over
$15,000 in educational support to Okanagan Sun players in
pursuing academic excellence.
This new partnership allows donors with a passion for football
to assist in offering our athletes a well-rounded educational
experience.
Photo to left Sun Players pry an $8,000 donation cheque
away from Cary Lehmberg and Gladys Fraser of Scotiabank
Central Okanagan Foundation
Annual Report
2010
Grants
City of Kelowna
COF administers 3 programs for the City of Kelowna; Community Social Development Grants to organizations offering preventative social programs, Emergency Grants to assist organizations through a short term financial crisis and Grants to Address the Sexual Exploitation of Youth.
City of Kelowna Emergency Grants
Friends of the Kelowna Fire Museum Society
Resurrection Recovery Resource Society
Kelowna Community Social Development
Grants
Arion Therapeutic Riding Association
Brain Trust Canada Association
Bridge Youth and Family Services Society
Canadian Red Cross - BC Southern Region
Central Okanagan Elizabeth Fry Society
Central Okanagan Women's Resource &
Church Serve Canada
Inn from the Cold - Kelowna
Interior Alzheimer Support Society
Karis Support Society
Kelowna & District Society for
Kelowna Community Foodbank Society
Kelowna Family Service Centre Society
Living Positive Resource Centre, Okanagan
Okanagan Lifetime Networks Association
Okanagan Suicide Awareness Society
Project Literacy Kelowna Society
Reach Out Youth Counselling &
Resurrection Recovery Resource Society
Seniors Outreach Services Society
4,500
4,500
9,000
4,500
400
800
290
9,000
414
9,000
1,908
500
2,250
2,100
5,400
5,445
2,250
5,000
240
6,300
9,000
6,075
3,600
Kelowna Community Social Development
Grants ( Continued)
Society of St. Vincent De Paul of
Central Okanagan
Tourette Syndrome Foundation of Canada
Kelowna Sexual Exploitation of Youth Grants
CASEY - Community Against Sexual
Exploitation of Youth
Central Okanagan Elizabeth Fry Society
New Opportunities for Women (NOW)
Canada Society
YMCA-YWCA of the Central Okanagan
900
100
75,472
6,300
6,750
4,320
2,430
19,800
City of Kelowna
In 2009, COF was pleased to be asked to administer 3 additional City of Kelowna Arts related granting programs. The
following groups were recommended for grants based on the
City‘s grant application process:
City of Kelowna – Arts, Culture & Heritage
Grants
Central Okanagan Heritage Society
10,000
Chamber Music Society
8,000
Cool Arts Society
4,000
Kelowna City Band
5,000
Kelowna Folk Club
4,000
Kiwanis Music Festival Society of Kelowna
7,500
Okanagan Festival Singers
2,000
Okanagan Film Festival
7,500
Okanagan Jazz and Blues Society
4,000
Ponderosa Spinners and Weavers
1,000
Theatre Kelowna Society
10,000
Viva Musica Society
14,500
77,500
City of Kelowna - Community Festivals, Events and
Projects Grants
BC Old Time Fiddlers, Branch 7
2,500
British Columbia Dragoons
Whizzbang Association
4,000
Canadian Mental Health Association
2,500
Farmers Market
1,500
Kelowna Ballet Society – Ballet Kelowna
10,000
Kelowna City Band
1,750
Kelowna Community Music School
1,500
Kelowna Pipe Band
2,500
Okanagan Greens Society
2,500
Okanagan Historical Society
5,000
Okanagan Jazz and Blues Society
7,000
Okanagan Pride
7,000
Rotary Centre for the Arts
10,000
Rutland Park Society
4,000
Uptown Rutland Business Association
5,750
67,500
Central Okanagan Foundation
Annual Report
2010
Grants
Flow Through Grants
These grants are provided by donors wishing to support the
immediate and critical needs of our community. Individual flow
through grants are often pooled with other gifts that recognize
the same need and respond together.
ADCB-Assoc. for Benefit of Children with
Disabilities
Agur Lake Camp Society
Arthritis Society of BC & Yukon
Arts Council of the Central Okanagan
BC Cancer Foundation
Central Okanagan Child Development
Association
Central Okanagan Emergency Shelter Society
Central Okanagan Hospice Association
Central Okanagan Land Trust
Community Recreational Initiatives Society
District of Lake Country / Project Build II
First Lutheran Church of Kelowna
Inn from the Cold - Kelowna
Kelowna & Dist. Society for Community Living
Kelowna & District Society for People in
Motion
2,500
2,500
5,000
1,500
1,000
2,000
1,000
1,000
2,000
2,500
90,000
10,460
1,000
2,500
1,000
Kelowna Family Service Centre Society
Kelowna General Hospital Foundation
Kiwanis Music Festival Society of Kelowna
Okanagan College Foundation
National Sports Trust / Okanagan Sun
Okanagan Symphony Society
Open Learning Agency
Royal Canadian Geographic Society
Smart Risk Foundation
Summer Arts Scene For Youth
Unitarian Fellowship of Kelowna
United Way of the Central and South Okanagan
University of British Columbia
University of British Columbia - Okanagan
University of British Columbia gan Creative Writing Award
Williams Wace Administration Fund
5,000
11,908
1,100
3,000
1,000
3,000
5,000
5,000
35,110
521
5,000
11,000
1,500
3,800
Okana1,000
1,000
219,899
Central Okanagan Foundation
Annual Report
2010
Donors
Advocis
Norman & Judith Akins
The Althorp Family
Anonymous
Jamie Browne
Myles & Stephanie Bruckal
Janet G. Brumpton
Graham & Judy Burns
Lindsay Anders
Built-Rite Homes
Rob & Lynn Anderson
Lee Appleton
Ken W. Arcuri
Mario Arra
Theresa Arsenault & Stuart Marshall
Gary August
Estate of Eveline Aynsley
Bacas Holdings Ltd.
Backcountry Horsemen of BC - Okanagan Chapter
Peter & Marie Baigent
Estate of Madge Bannister Walden
Stephanie & George Barnes
Beachtek Inc.
Caroline Bedard
Martin Beechener
Fred & Dianna Behrner
Bennett Contracting Ltd.
Louise Berlin
Lawrence Berrigan
Manse Binkley & Anna Hunt-Binkley
BMO Employees Charitable Foundation
Diane Bond & David Bond
Elaine Borden
Brenda Bordo
George Bradley & Carol Sprecher
Frank Brennan
Brad Bushell
Jeff Buskel
Bruce Campbell
Goodwill & Daphne Campbell
Government of Canada
Canadian Union of Public Employees Local 338
Dee Capozzi
Krista Capozzi
Lauren Capozzi
Paul Carson
Central Okanagan Hospice Association
CATO Centre for Arts & Technology Okanagan
Sandy Chambers
Shirley Clarke
Julie Clitheroe
Coldwell Banker Horizon Realty Ltd.
Community Foundations of Canada
Teresa J. Compton
Kevin Cousins
Janice Croswell
Elizabeth Croteau
Jimmy Culic
Denis Daigle
Nicole Daigle
Vallier Daigle
The Bridge Youth & Family Services Society
Nigel Brown
Rick & May Brown
Central Okanagan Foundation
Annual Report
2010
Donors
Gino Dal Ponte
Carole D'Arcy
Patricia Davis
Ann Dearle
Destination Homes
John Diduch
Alan & Carol Dolman
Wayne Dosch
Arlene Draper
John & Linda Edwards
Diane Van Den Eerenbeemt
Louise Elliott & Geoff White
Dale A. Ens
Alita Fennell
Anita M.R. Funk
Catherine Fillis
Mary Fabris & Paul Chappie
Diane Facciotti
John and Wendy Falkowski
Donna Marie Farley
Farris, Vaughan, Wills & Murphy Lawyers
Pay & Kelly Fay
Thomas Fellhauer
Jon & Heather Fennell
William & Patricia Fennell
Fidelity Investments Canada ULC
John Finch
FH & P Lawyers
Marjorie Flett
Franklin Templeton Investments Corp.
Henry Funk
Gamma Mu Beta Sigma Phi
GeoTility
Carolyn Gillespie
Angela Gillis
John Goncalves
Grant Thornton
Marian Grimwood
Craig Gronsdahl
Harry Grossmith
Guys & Dolls Hair Studio
Alan & Ruth Hahn
Hilary Hahn
Estate of Jean Hall
Melanie Hall Szyszkiewicz
Carol Hammond
Harold Hamel
Craig & Bev Hansen
Ken & Gwen Harding
Kent Harris
Leah Heaps
Christina Herbers
James Herdman
Veronica Hickey
Barb Hogberg
Keshia Holland-Shankar
Dr Richard & Heather Hooper
Willa Hudson
J.W. Hughes
Douglas Hum
Cynthia Hunter
Estate of George Hyde
Rhonda S. Hymers
Investors Group Financial Services Inc. - Kelowna
Lyle Isenor
Brad Hammer Jackson
Dr. Hugh & Valerie Jarvin
JDS Energy & Mining Inc.
Marcia Johanssen
Johnson Meier Insurance Group
Brian E. Johnston
Bruce & Jacquie Jones
Peter & Paula Kast
Kelowna Art Gallery
City of Kelowna
Kelowna Community Resources
Kelowna Flightcraft Group of Companies Ltd.
Kelowna Museums Society
Kelowna Rebekah Lodge # 36
Kelowna Running Club
Taryn Kennedy
Dr. Kong Khoo
Estate of Rosemary King
Estate of William Kitt
Dr. W.J. Knox IODE
Kohler Canada
Leanne Hammond Komori
Chad Krahn
Thomas Kuntz
Todd Kyllo
Wanda Laderoute & Michael Ikert
Charles & Chritiane LaFleche
Louise Lafreniere
District of Lake Country
Ross Langford
Barb Lawson
Marc Leost
Heide Leven
Joel & Tami Lewis
Sung Lim
Bret Loge
Theresa Loudan
MacIntosh Properties Ltd.
Kathleen Mackenzie
MacKenzie Financial Corporation
Ford D Mallett
Joan Mann
Helen, Jay & Tracy Marks
Robert F. Marriage
Gillian Martin
Shirley Mason
Pam and Rick Matzigkeit
Donna McAllister
Robert & Sharon McCoubrey
Blaine McKain
Cheryl Miller
Dorothy Mills
Darren Morcom
Estate of Eleanor Morrison
Estate of John Patrick Moss
Neil & Shirley Murray
National Bank Financial
Dr. Bill & Mary Ellen Nelems
Nelson Bros. Oilfield Services.
Andrew Nelson
John Newsom
Donna Nicholas
Scott Norris
COF IMPACT Fund
The COF is pleased to announce our “IMPACT” fund—a flexible non-endowed fund to be used for
granting opportunities, operational excellence and to respond to emerging opportunities that benefit our community. For information on making a gift to our IMPACT Fund please contact us at
250-861-6160 or [email protected]
Central Okanagan Foundation
Annual Report
2010
Charity Begins at Home - COF Summer Social
What better way to spend a summer afternoon in August than in the company of good friends for a good cause. The Central Okanagan Foundation wishes to thank our gracious hosts Tony and Lisa Stewart for opening their home to us and special ordering the
sun in an otherwise stormy week. The COF is first and foremost about relationships, and this new annual event kicked off with a
clear demonstration that once a friend of COF, always a friend of COF. The Stewart Family remains a constant source of support
for our community. It has been our pleasure to work with the Stewarts and Stewart kin over three generations. They really embrace the words ―empowering generations to give‖…
Our thank-you‘s would not be complete without expressing our appreciation to Quails‘ Gate Winery, Neil, Andy and the gang at
Nineteen Grill and Lounge, Cheryl Miller, Mark Oakley, and volunteers Kris Johnson, Odessa Lauro and many others for making
the afternoon such a pleasure. Stay tuned for our feature location for Charity Begins at Home 2011!
Dominic Petraroia and Dick Stewart
Anna Hunt-Binkley and Rosemary Stewart
Deborah and Doug Owram, Jason Keeley, Sharon McCoubrey
Lisa Stewart and Allison Taylor
Theresa Arsenault and Doug Owram
Stafford McKergow, Jacquie Jones, Stuart Marshall
Jamie Browne and Daphne Richards
Colin and Lois Pritchard and Alison and Barry Moscrop
We say good-bye to a treasured friend...
Ron Russell, former director and champion of the Central Okanagan Foundation, passed away on January 27 th, 2010.
Ron was an ardent supporter of the Central Okanagan Foundation, joining its board of directors in 1994, serving as Chair in
1997-98, and serving on the Investment Committee until 2009. In 2003 he wrote these words
to the Board of Directors of the Foundation:
“I would like to thank the Founders and the current Board for creating and maintaining such a
wonderful organization. Nine years ago, my choice to join the COF Board was because I
wanted to belong to an organization which had a broad community reach. At the time I did
not realize what a great fit it would be for me. My career had been focused on making situations better than I found them, one family or one business at a time. Working with an organization whose objective is to leave our community better than we found it was a perfect
personal and philosophical fit”.
Ron‘s legacy will live on. To make a donation in honour of Ron‘s deep commitment to our
community call 250-861-6160
Central Okanagan Foundation
Annual Report
2010
Donors
Mark & Carol Oakley
Carol O'Connor / Sarsons Quilting & Crafts
Odyssey Electric Ltd.
Okanadian Management Corp./ Ernie & Marilyn St. Pierre
Grant Oram
Orchard City Abbeyfield Society
Orchard City Lodge IOOF #59
Okanagan Military Museum Society
Okanagan Lifetime Networks Association
Michael O'Neill
Donna Paoletti
P & D Logging Ltd.
Peachwood Custom Cabinets Ltd.
The Corp. of the District of Peachland
Yolande Pelletier
Kate Pendray
Dominic & Sharon Petraroia
Donald & Joan Pettman
Marina Pettman
Rotary Centre for the Arts
Rotary Club of Kelowna Ogopogo
Rotary Club of Lake Country
Ron & Priscilla Russell
Tyler Russell
Tyson Russell
Rutland Minor Baseball Association
Tracey Santos
Lenard & Arlene Schafer
Dieter Scherfenberg
Randy Schueler
Ann Scothorne
Scotiabank
Joan Scott
Nelson G. Scott
Scuka Enterprises Ltd.
SEI Investments Canada Company
Lois & Cliff Serwa
Terri & Brad Serwa
Nathalie Pichard
Adrienne Skinner & David Allard
Frank Piquard
Reg Pixton
Vicki Presley
Lita F. Prince
Colin & Lois Pritchard
The Property Source Group
Pushor Mitchell LLP
Quails’ Gate Estate Winery
Rose Marie & Mark Smithies
John Smith
Kevin Smith
Elizabeth Smith
Linda A. Smallshaw
Coreen Sol
Bryan D. St. George
Ben & Ruth Stewart
RBC Foundation
Brian & Joanne Stewart
Railyard Enterprises Ltd.
Raymer Parents Advisory Council
Aparna Rege
A. B. Reynolds
Ken & Susan Ross
Lois Rosen
Tony & Lisa Stewart
Stonecastle Investment
Strategic Charitable Giving Foundation
Rudy Streu
James & Anna Stuart
Janine Summach-Glover
Summer Arts Scene for Youth
Sun Life
Keeley Switzer
Dianna Syrnyk
Marilyn & Andrew Szita
Carol Taylor
Duarte & Natasha Teixeira
Carol & Peter Teschner
Jordon Tetreau
Robert W. Thompson
Roberta & Duncan Tough
Miles & Jean Treadgold
Renee Claude Tremblay
Byron Truswell
Cameron Turner
Cheryl Turton
Caesar Turri
Don & Lucy Turri
Ulevog Financial Corporation
William & Joan Ungarian
Rusitna Vataman
Lionel T. Wace
Scott & Cynthia Walker
Peter Wannop
Julie & Jake Warkentin
James Hugh Whiteside
Whisper Enterprises Corporation
Craig White
Whitworth Holdings Ltd.
Ruth C. Whitson
Wildwood S.D.A. Church
Frank & Kathleen Williams
Kenneth Wilson
Winn Rentals
Cheryl Woods
John Woodfield
John & Nancy Woodworth
David Woollerton
Charlene Wowchuk
YMCA YWCA of the Central Okanagan
Ross Young
Susan & Grant Young
“Contributions in Memory of”
Albert Bosch
Bill Doughery
Suzanne Erskine
Josie Evans
Helen Gaigg
Malcolm Greenwood
Frances Kayban
Glen Edward Kirby Lockwood
Rev. Hector MacLeod
Ed Nicholas
Nolen Peters
Ron Russell
Joan Simpson
Andrew Scott Walker
Joan Wilkinson
Future Gifts—we wish to thank donor who have named COF in their
wills, life insurance policies, RRSP's,
RRIF's or other planned financial
Anonymous
Ken Arcuri
Cynthia Hunter
Henry/Stewart/Russell
A.B. Reynolds
Rosaline Robertson
Carol Taylor
Ann Scothorne
Lionel Wace
Kenneth Wilson
Have you thought about leaving a gift for your community in your will? Anyone can leave a legacy.
For information for leaving a bequest to the Central Okanagan Foundation please contact Leanne Hammond Komori at
250.861.6160 or [email protected] You can also find sample wording for wills on our website: at
www.CentralOkanaganFoundation.org
We make giving easy.
Remember, it’s not the size of the gift,
but the act of giving that makes our community such a great place to live.
Central Okanagan Foundation
Annual Report
2010
Funds
Corporate and Charitable Organization Funds
Additions
Community Fund - General
Community Fund - Arts & Culture
Community Fund - Children, Youth &
Family
1,032
Community Fund - Education
Orchard City Abbeyfield
Endowment Fund
ALS Society Fund
1,028
1,300
34,059
500
10,000
210
645
Alumni & Friends of Kelowna Secondary
School
Animal Welfare Fund
B C Farm Women's Network Fund
B C Orchard Industry Museum Fund
BC Orchard Industry Doreen Tait Fund
BC Volunteer Fire Fighters
Millenium Fund
Ballet Kelowna Art Creation Fund
BMO Employees of the Okanagan Fund
BMO Harris Private Banking Fund
Belaire Women's Society Fund
Built-Rite Homes Fund
Big Brothers Big Sisters of the Okanagan
Endowment Fund
New funds are shown in bold type
9,800
824,119
72,931
162,128
4,412
25,042
3,930
7,109
91,152
2,001
5,059
13,326
37,402
30,000
17,923
63,605
2,785
10,000
5,151
30,000
62
5,119
628
Big Brothers Big Sisters Norm Williams
Scholarship Fund
The Bridge Youth & Family Services
Endowment Fund
Canadian Mental Health Association
Kelowna Fund
7,314
1,100
Community Fund - Health & Community
Service
Community Fund - Heritage & Historical
COFFY ( Youth ) Endowment Fund
Lake Country Millennium
Community Fund
Millennium Community Fund
Peachland Community Fund
Williams/Wace Administration Fund
4 Children Fund
Abbeyfield Houses Society Fund
Capital
288,287
1,025
5,000
10,000
10,000
5,423
Additions Capital
Central Okanagan Bursary and
Scholarship Society Fund
50,000
Central Okanagan Bursary and Scholarship Society - Lillian Lotta Ayres Fund
50,872
Central Okanagan Child Development
Association Fund
Central Okanagan Crime
Stoppers Fund
115,066
25
Central Okanagan Elizabeth Fry
Society Fund
Central Okanagan Hospice
Association Fund
Central Okanagan Heritage
Society Fund
Central Okanagan Land Trust Fund
Chan Foundation of Canada Fund
Cops for Kids Fund
Crossroads Treatment Centre Fund
Destination Homes Endowment Fund
Dr. Knox IODE Fund
F H & P Lawyers Fund
Fetal Alcohol Syndrome Fund
First Lutheran Christian School Fund
Mission Creek Greenway Fund
The GeoTility Fund
Girl Guides Central Okanagan Fund
Gorman Bros. Lumber Fund
Grant Thornton / Rutherford Bazett Fund
Gyro Club of Kelowna Bursary Fund
HUDAC - Gordon Lee Memorial Bursary
Interior Alzheimer Support Society Fund
Interior Savings Children's Fund
61,350
5,909
90
8,888
16,407
60,277
5,500
47,333
2,245
17,540
17,540
10,000
64,762
500
5,500
96
47,826
2,000
28
5,028
10,000
10,000
25,052
120,000
10,700
51,805
5,000
178
27,871
2,899
76,341
30
Independent Order of Oddfellows
Orchard City Lodge #59 / Kelowna
Rebekah Lodge # 36 Fund
10,000
Independent Order of Oddfellows
Orchard City Lodge #59 - United Way
Fund
10,000
Corporate and Charitable Organization Funds
Additions
Independent Order of Oddfellows
Orchard City Lodge #59 - Bursary
Fund
Kelowna 2000 Senior Games
Legacy Fund
Kelowna Art Gallery Endowment Fund
Kelowna Art Gallery Renaissance Fund
Kelowna Central Lions Club Fund
Kelowna Child Care Society Fund
Kelowna Children's Fund (established by
Madge Bannister Walden)
20,000
20,000
62
30,884
2,896
43,790
16,000
15,238
1,224
264,114
10,000
Arts Council of the Central
Okanagan Fund
Kelowna Friends of Library Fund
Kelowna Friends of the Musical
Arts Fund
Kelowna General Hospital Trust Fund
Kelowna Home Support Fund
Kelowna Jaycees Club Fund
Kelowna Museums Fund
Kelowna Rebekah Lodge Fund #36
Kathleen Grant Bursary Fund
Rotary Centre for Arts Fund
Ki-Low-Na Friendship Society Fund
Kiwanis High Noon Fund
Kiwanis Early Childhood
Education Fund
Kiwanis Music Festival Society Fund
Kiwassa Endowment Fund
Kohler Fund
Lake City Casinos Fund
The Matcon Fund
Multiple Sclerosis Society of Canada,
Okanagan Chapter Fund
New funds are shown in bold type
Additions
Mountain Medical Services Society Fund
Kelowna & District Society for Community
Living Fund
Kelowna Community Music
School Fund
Kelowna Community Resources
Endowment Fund
KDBA Kelowna Museum Heritage Fund
People in Motion Kelowna Fund
Capital
12,997
10,000
25,000
Okanagan Chartered Financial
Analysts Foundation
Okanagan College Endowment Fund
Okanagan College Founders Fund
Okanagan Historical Society Fund
7,025
Okanagan Life - Kelowna
Museum Fund
6,775
Okanagan Military Museum
Society Fund
10,000
5,000
8,028
10,421
5,060
118
Myra Bellevue/Okanagan Mountain
Provincial Parks Legacy Fund
Naramata - United Church Fund
National Bank Financial Fund
Okanagan Boys & Girls Clubs Fund
5,000
132,778
164,017
55,590
17,023
9,000
159,309
6,063
6,250
10,000
5,205
10,000
10,000
30,000
25,000
40,048
5,125
7,400
20,250
1,250
51,250
100,000
7,761
12,500
11,160
5,000
4,262
3,440
200
2,000
Reaching Out to Youth
Endowment Fund
Pat & Bill Fennell Bursary of the
Ogopogo Rotary Club Fund
15,000
17,228
42,770
11,282
5,156
Okanagan Music Festival
Composers Fund
Okanagan Symphony Society
Endowment Fund
Plan Okanagan Fund
Portuguese Community Fund
Project Build Fund
Project Literacy Kelowna Society Fund
Clients of Pushor Mitchell Fund
RBC Financial Group Fund
Capital
90,406
16,065
7,639
403,567
17,284
28,500
5,500
9,260
600
12,620
Rotary Club of Kelowna
United Way Fund
5,059
Rutland Volunteer Fire Dept.
Bursary Fund
Rutland Minor Baseball Fund
8,902
5,991
Scouts Canada-Central
Okanagan Area Fund
Silver Lake Forestry Centre ( Children's
Camp ) BC Forestry Assoc. Fund
SPCA Fund ( established by Robert &
Ivy Link )
92
8,217
44,948
60
18,824
Central Okanagan Foundation
Annual Report
2010
Funds
Corporate and Charitable Organization Funds
Individual, Memorial & Family Funds
Additions Capital
Herb and Marnie Sullivan Fund for
Okanagan Boys & Girls Clubs
Joan Panton Sunshine Theatre
Endowment Fund
Theatre Kelowna Society Fund
Tree of Hope Fund
5,500
60
United Way of the Central Okanagan &
Similkameen Fund
59,364
10,306
14,528
434,237
Katie Rena Ham Memorial United Way
Endowment Fund
5,000
Marguerite Fuller Memorial United Way
Endowment Fund
125,211
Kelowna Waldorf School Scholarship and
Development Fund
Walker / Link Fund
Whillis Harding Fund
Wine Museum Fund
Wood Gundy Fund
YMCA-YWCA of the Central
Okanagan Fund
5,000
5,000
10,000
5,642
31,500
8,507
43,348
Individual, Memorial & Family Funds
Marcia Aitkens Fund
Althorp Family Fund
Jane C Alton Scholarship Fund
Dr. Walter and Catherine Anderson
Family Fund
Harold Armeneau Family Fund
Arsenault Marshall Family Fund
Eveline Aynsley's Endowment Fund for
the Ethical Treatment of Animals
Russell & Bill Bennett Fund (in memory
of their sister Anita)
R.J. Bennett Family Fund
W. A. C. Bennett Fund
William & Audrey Bennett Family Fund
J.W. Bootle Family Fund
Wendy (F.G.) Bootle Memorial Fund
Elaine Borden Fund
James & Frances Bowes Fund
Frank and Vera Brennan Fund
New funds are shown in bold type
15,000
911,825
15,000
10,000
2,000
15,000
5,541
4,000
117,041
417,041
5,089
250,070
57,500
31,710
10,000
10,050
25,080
10,319
50,000
85,426
Additions Capital
Jack Brow Memorial Fund
Browne Family Fund in memory of
Jeremy Browne
Gerry Brumpton Memorial Fund
Captain C.R. Bull Family Fund
Capozzi Family Fund
Cardoso Family Fund in memory of Paul
Cardoso
Carruthers Family & Meikle Family Fund
Mary H. Cheety Fund
Dr. David Clarke Bursary Fund
Daryl Cochran Legacy Fund
K & M Collins Bursary Fund
Am Corrado Scholarship Fund
Edith M Crossley Memorial Fund
Ephriam Arthur Day Family Fund
Donald & Ann Dearle Fund
Dolman Family Millennium Fund
Travis Lefebvre Dosch Memorial Fund
Earnest Dudgeon Fund
John & Linda Edwards Family Fund
Ellis Family Fund
Paddy Malcolm English Scholarship for
the Performing Arts Fund
Suzanne Erskine Foundation
Mary T. Fabris and Paul F. Chappie Fund
John and Wendy Falkowski Family Fund
Russel & Elsie Fee Family Fund
William and Patricia Fennell
Family Fund
Honourable Ross Fitzpatrick
Family Fund
Marjorie and Perry Flett Family Fund
OSO - Flock Family Fund
Carmela & Elmo Gallucci Fund
Geddes Family Fund
Beverley Gorman and Bill Reedy Fund
Cynthia (Ellis) Hunter Fund
Grossmith Ruckstahl Family Tree Fund
Dick & Jean Hall Fund #3
Dick & Jean Hall Fund #1
9,853
2,050
70
500
25,000
900
10,278
25,050
10,000
14,738
285,237
13,423
10,925
50,000
13,578
28,669
7,583
12,634
47,336
5,100
25,000
9,050
9,500
5,000
10,278
50,000
10,100
3,401
3,000
16,120
10,100
18,850
8,300
55,000
1,600
39,589
28,750
7,000
14,821
73,500
40,000
5,000
1,912
5,331
1,382,215
1,382,215
100
70,100
Individual, Memorial & Family Funds
Additions
Jack & Lorna Hambleton Memorial
Scholarship Fund
Aurore Hamel Memorial Fund
Ken and Gwen Harding Family Fund
May & Percy Harding Family Fund
Temie Ann Harding Memorial Fund
Kay and Russ Hawley Family Fund
Herdman Family Fund
Morley Oswald Howell Family Fund
Una and William Hoyle Family Fund
J W Hughes Fund
G.S. Hyde Fund
Douglas & Livia Jackson Fund
Dorothy Jacobson Bursary Fund
OSO - Dr. Kong Khoo Family Fund
William and Charlotte Kitt Fund
Dina and Mel Kotler Fund
Kiwanis W. Cecil Law Memorial Fund
Lapointe-Schnepf Family Fund
13,889
10,000
6,460
12,500
7,696
25,633
10,000
114
121,686
3,000
764,683
Walley and Marietta Lightbody
Family Fund
Gweneth Lloyd Betty Farrally Memorial
Scholarship Fund
Bernice Mabee Memorial Fund
Joan and Al Mann Community Fund
L.E. Marshall Family Fund
Martin Trust Fund
D.G. McConachie Family Fund
McKergow Family Fund
Mackenzie Family Fund
Bertha and A. Cameron McMurchy Fund
Fiona Elizabeth Mills Bursary Fund
James P. Mills Memorial Fund
Leonora and Dwight Moody Fund
Cecil E. & Vera I. Moore Fund
A.W. and L. Moore Fund
Estate of Eleanor Morrison
Mountain Shadows Fund
Mary Catherine Neave Bursary Fund
John W. & Barbara Newsom Fund
Larry Nicholas Memorial Fund
Oakley Family Endowment Fund
New funds are shown in bold type
10,000
25,100
4,575
5,790
121,686
10,000
55,980
9,000
775,024
6,075
5,188
50,000
5,000
14,033
20,100
14,500
5,000
3,465
10,000
6,000
7,006
52,647
52,647
5,000
6,450
7,150 240,437
50,000
917,838
54,500
254,305
254,305
5,000
10,000
2,000 100,346
814
15,067
50
1,050
100
Edward and Shirley Ogelski Animal
Welfare Fund
Ottman Fund
OSO - Dominic and Sharon Petraroia
Family Fund
Charles Pettman Family Fund
Capital
10,171
152,998
3,000
200
12,000
18,660
Additions
Capital
20,678
485,907
20,092
62,757
3,550
8,935
8,550
16,060
Harold Pettman Awards Fund
Rea & Veta Peverley Fund
Trevor and Verna Pickering Family Fund
A.R. & C.J. Pollard Family Fund
The Colin and Lois Pritchard Foundation
OSO - Quadburn Foundation Fund
Judy and Greg Quaedvlieg
Bursary Fund
Camillo Rampone Family Fund
Thomas & Eleanor Reece Fund
A.B. and M.G. Reynolds Fund
OSO - Rix Family Foundation Fund
Bob Ross Memorial Fund
Ron and Priscilla Russell Family Fund
Taraleigh Russell Memorial Fund
Ken Sarnecki Memorial Fund
Werner Schmidt Family Fund
J.W. and M.E. Scott Family Fund
Cliff & Lois Serwa Fund
Jack and Helen Serwa Fund
Joan & Horace Simpson Family Fund
S.M. Simpson Family Fund
Smart Move Youth Sailing Initiative
J. Bruce and Ann G. Smith Fund
John & Irene Spicer Fund
Paul Spoljaric / Rutland Minor Baseball
Assoc. Fund
Richard John Stewart Family Fund- and
Andrew Scott Walker Memorial Fund
Charles E. Stuart Family Fund
Jim and Anna Stuart Family Fund
Ursula Surtees Endowment Fund
Roger Tait Memorial Award Fund
Tonto Endowment Fund
Janson Towers Gift Fund
Anita Tozer Memorial Fund
Truswell Memorial Scholarship Fund
Turri Family Fund
Mike & Cherald Tutt Family Fund
Trientje van Dijken Fund
Vataman/Shirritt/Relph Fund
White / Elliott Family Fund
Catherine Whiteside Memorial Fund
Ruth Nuyens Whitson Fund
Peter & Mary Wiens Fund
Lisa Wilhelm Memorial Fund
James Donald Wilson Fund
John A. Witt Family Fund
John & Nancy Woodworth Family Fund
Lorraine Zimmerman Memorial Fund
Total Endowment Funds
13,230
5,000
20,181
1,509,999
15,499
1,483
5,687
50,000
6,363
32,586
38,175
3,509
10,000
21,250
18,000
6,433
25,102
21,220
5,687
364,224
552,242
10,000
51,102
5,000
1,550
4,000
6,000
19,004
2,500
1,000
1,500
10,000
950
51,102
5,000
5,000
5,989
5,500
30,000
8,566
10,585
32,975
10,000
31,274
9,640
144,500
15,020
13,000
14,500
210,326
20,000
11,260
10,000
200,034
5,100
3,026,329 17,160,560
#217 1889 Springfield Rd. Kelowna V1Y 5V5
CentralOkanaganFoundation.org
250-861-6160