Annual Report - Battle River Community Foundation
Transcription
Annual Report - Battle River Community Foundation
2010 Annual Report Battle River Community Foundation Investing in our future Chairman’s Message The Battle River Community Foundation has had a great year! It’s been a time of growth, renewal and looking ahead. We were able to inject about $117,000 into the community during 2010, thanks in large part to the generosity of donors who provided flow through grants in support of local needs. I’m also happy to report that, by the end of 2010, the Foundation has recouped the losses resulting from the downturn of 2009 and will have earnings available for granting in 2011. See page 7 for more information on the plans we’ve put in place to weather any future economic storms. The Foundation also increased its assets by about $1.1 million last year, meaning we’re right on track for meeting our goal of having $10 million in assets by the end of 2014. None of our progress would be possible without the confidence and support of the generous people of east central Alberta, who trust us to help them invest in a positive future for our little corner of the world. On behalf of the Board and staff of the Battle River Community Foundation, please accept my thanks for believing in us and growing with us. You’ll see many demonstrations of that growth and support on the pages ahead. Thanks for making it all happen! Sincerely, Blain Fowler Chairman of the Board -2- How you can be part of the work of the Foundation Communities may change over time, but there will always be needs. The work of the Battle River Community Foundation will continue to help those communities adapt and stay healthy, even in the face of change. The Battle River Community Foundation is a unique organization, because it exists strictly to support projects in the local area. It can “fill in the gaps” and provide support to programs that are not funded by government, but are essential to helping our communities grow toward a healthy future. Here are some of the ways in which donors may choose to support the Foundation and help make a difference to the future: • Establish a fund in the name of your family or a loved one, through a gift of cash or securities; • Make a donation in honour or memory of a loved one or friend. • Make a pledge to be fulfilled over a specified period of time. • Include the Foundation in your will or estate plan. • Give a gift of life insurance. Tax receipts are issued for premiums paid by the donor, with the Foundation named owner and beneficiary of the policy. • Give to an existing fund. Any member of the Board of Directors of the Battle River Community Foundation would be pleased to discuss options for donating. Because gifts to the Foundation tend to be of a larger scale – coming from an individual’s net worth rather than their monthly income – Foundation Board members also encourage donors to consult with their personal financial advisors before making decisions. Whom the Foundation serves The Battle River Community Foundation serves an area that stretches from Camrose west to Gwynne, south to Bashaw and Alliance, east to Hughenden and north to Highway 14. Individuals and organizations from all areas are encouraged to consider the Foundation as a source of funding for projects and activities related to education, health, arts and culture, recreation and more. Applications for grants are accepted once a year, in the fall. If you would like to learn more about how you can help impact the future through the Battle River Community Foundation or how the Foundation can help you, please feel free to contact any member of the Board of Directors. You can also reach the Foundation by writing, Kerry Grettum, Executive Director, Battle Community Foundation, Box 1122, Camrose, AB T4V 4E7. You may also reach the Foundation by phone at 780-670-0449 or by e-mail at [email protected]. -3- Grants Made In 2010 The Battle River Community Foundation was able to grant a total of $117,535 to community projects during 2010. Grants given in 2010 include: Grants from Community Fund: The Community Fund is an undesignated fund that gives responsibility for selecting grant recipients to the Battle River Community Foundation grants committee and board. This is the most flexible fund, making it possible for the Foundation to respond to emerging charitable needs, as well as supporting areas of philanthropy that include health, education, arts, the environment, and social services. Donors who contribute $10,000 or more may establish funds within the Community Fund in the name of their choosing. Alliance and District Museum Purchase and renovate adjacent building . . . . . . . 1,000 Battle River Regional Division #31 Learning Together ECD Program . . . . . . . . . . . . 3,000 Camrose Association for Community Living Family Support Respite Program . . . . . . . . . . . . .5,000 Camrose Children’s Centre Society Furnishings and storage units . . . . . . . . . . . . . . . 2,100 Camrose County No. 22, Alberta Rural Community Program - CDSS . . . . . . . . . . 1,000 Camrose Family Resource Centre Association Roots of Empathy Program . . . . . . . . . . . . . . . . . 2,500 Camrose Neighbor Aid Center Inc. Administrative expenses . . . . . . . . . . . . . . . . . . . 6,000 Camrose Open Door Association Outreach Program support . . . . . . . . . . . . . . . . . . 5,000 Canadian Northern (Meeting Creek) Society Funding for educational coordinator . . . . . . . . . . . . 500 École Sifton School FM amplifier system . . . . . . . . . . . . . . . . . . . . . . 1,300 Family Violence Action Society Counseling and education services . . . . . . . . . . . 2,000 for children Hardisty Lake United Church Camp Enlarge camp storage facilities . . . . . . . . . . . . . . . . 500 Killam and District Agricultural Society New counter and preparation island for . . . . . . . 1,000 Killam Agriplex Literacy Alberta Society Books for Camrose Family Literacy . . . . . . . . . . 1,000 Town of Killam Revitalization of Heritage Park . . . . . . . . . . . . . . . . 450 Town of Sedgewick Firefighter equipment . . . . . . . . . . . . . . . . . . . . . . . 500 Village of Forestburg Sign displaying Forestburg’s history . . . . . . . . . . . . 500 Village of Lougheed Enlarge playground for kindergarten students . . . . 600 Volunteer Centre Society of Camrose and District Leaders of Tomorrow Awards Program . . . . . . . . 1,000 Field of Interest Funds Field of interest funds allow donors to support specific sectors such as health, education or the arts, or a specific geographic area. Designated Funds Designated funds allow donors to name specific charitable organizations to receive grants on an annual basis. Melissa Austrom Memorial Scholarship Fund Scholarship at CCHS . . . . . . . . . . . . . . . . . . . . . . . . 500 Lions Club of Camrose Legacy Fund Camrose & District Music Festival . . . . . . . . . . . . . 500 Association -4- Lions Club of Camrose Legacy Fund (cont.) W. F. MacDonald Family Fund Al and Ann Schloss Endowment Fund Augustana Faculty, U of A . . . . . . . . . . . . . . . . . . . 550 – Len Palmer Award City of Camrose – Minor Sports . . . . . . . . . . . . . 1,500 Camp Health, Hope & Happiness Society . . . . . 1,500 Battle River Regional Division #31 . . . . . . . . . . 22,000 – two scholarships Scholarship at CCHS . . . . . . . . . . . . . . . . . . . . . . . 500 Donor-advised Funds Donor-advised funds make it possible for donors to provide advice about the choice of grant recipients each year. Cyril and Marguerite Drever Memorial Fund Sedgewick High School scholarship . . . . . . . . . . . . 250 Flow-through Funds Sometimes donors make gifts to the Battle River Community Foundation that are to be used as grants in the current year. The following grants were made in 2010: Tony Hladun and Deanne Morrow Sahakarini . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,400 Camrose Open Door Association . . . . . . . . . . . . 4,925 Literacy Alberta Society . . . . . . . . . . . . . . . . . . . 3,600 –Camrose Adult Learning Council Ken and Iris Drever Hughenden School . . . . . . . . . . . . . . . . . . . . . . . . . . 300 Hardisty School . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300 Augustana Faculty – U of A . . . . . . . . . . . . . . . . 1,000 Camrose United Church . . . . . . . . . . . . . . . . . . . 4,000 Flow-Through Donations Designated for the Reading University Program Alberta Teachers’ Association Battle River Local #32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500 Augustana University College – Faculty Association . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,000 Camrose Booster Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,050 CanadaHelps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 960 Central Agencies Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,000 Roger Epp and Rhonda Harder Epp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Evraz Camrose Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,500 B. H. (Berdie) Fowler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,000 A. Hansen & Sons Construction (Camrose) Ltd. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,000 JPC Foundation (Joe and Paula Cramer) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8,000 Estate of Frank Meraw . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5,000 Rotary Club of Camrose Daybreak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,000 David and Helen Samm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,500 In memory of Gilbert Huber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 -5- Professional Advisors are a key partner For an organization such as the Battle River Community Foundation to reach its goals, planning ahead is critical. For donors who intend to make significant-sized or ongoing donations, planning ahead is critical, too. Because of that need for planning, the Battle River Community Foundation could not succeed without the support of professional advisors, who are willing to bring the Foundation’s work to the attention of clients’ and help them become donors. Professional Advisors – financial planners, insurance agents, accountants and lawyers – assist their clients to make solid decisions about the accumulation, use and forwarding of assets. They work to ensure clients’ personal, family and estate needs are met. The Battle River Community Foundation feels it’s a tremendous honour to have the Professional Advisors of the local area so firmly in our corner. It’s also a strong statement that these advisors contributed $11,825 to the Foundation during the annual Professional Advisors Lunch in 2010; and an even stronger statement that several advisors have themselves started funds through the Foundation. The list of Professional Advisors who gave in 2010 includes: Corey Kudrowich BMO - Kathy Schwab Larry Lewsaw Battle River Credit Union Craig Martin Central Agencies - Norm Mayer Grant Nahirniak Dave Chamberlain Linda Norman Professional Corporation Lawrence Dufresne Deb Orcheski Farnham West Stolee Cindy Cook – RBC Investments Fielding & Company Robert Sand H&R Block (1990) Jon Stolee Harberg Nikiforuk Wood Tien Rostad Don Howden Knaut Johnson Thank you for your support! -6- Investing in the future means putting checks and balances in place The Battle River Community Foundation exists to meet the needs of donors. It’s our purpose – and our privilege – to help donors find ways to do what they want to do, which is to serve the community. Our job is to ensure that, 100 years from now, the Foundation’s funds and legacies remain intact and the wishes of donors continue to be fulfilled. As we move forward from a time of stock market instability and loss, the BRCF has learned powerful lessons and put measures in place to help shelter our funds and our future ability to support the community more effectively. An organization such as ours, with funds in a variety of reliable investments, is never completely immune to economic fluctuations. No-one can be. But, rest assured, we monitor our investments closely and are regularly studying and reviewing to see if other options might be more beneficial. Tony Hladin BRCF has been blessed to have the knowledge and skill of former Board members Tony Hladin and Tom Kuntz to serve on the Investment Review Committee. These gentlemen have helped the Foundation create a long term plan for growth, as well as for dealing with inflation. In 2010 we were able to recover the losses suffered as a result of the economic downturn of 2008, add 2 percent to each of our funds in order to address the cost of inflation and prepare a system for dealing with inflation and market fluctuations in the future. Having completed this recovery, we will be able to make earnings available for granting in 2011. The process of investment review will be ongoing, as we make decisions and changes that allow us to continue to invest in the future. Tom Kuntz -7- Roots of Empathy helps children care Babies have a lot to teach. And children in our local schools are eager to learn. Several schools are offering the Roots of Empathy program this year, with the support of a grant from the Battle River Community Foundation. Roots of Empathy is a Canadian-based program now being offered around the world, in which school-aged children (in grades ranging from Kindergarten to junior high) have regular “classes” with a baby as their “teacher”. The baby, who is only a few months old when classes start, does what babies do – smiles, cries and grows. Over the course of a school year, students get to watch the infant develop and change. They learn to feel affection and empathy for their little teacher. They also learn a lot about how everyone has a different temperament and how their own temperament and behaviour impacts others. According to program coordinator Lorraine Bell, Roots of Empathy helps children develop compassion for others. Research also documents the success of this program in reducing Baby Laird has been a great teacher for incidents of bullying and aggression amongst children. “Children build their own self-esteem by taking a leadership the Roots of Empathy program. role with the baby,” Lorraine explains. “And then they are better able to take a leadership role with other children in their lives – at home, in class and on the playground.” The Roots of Empathy program has been running locally for about six years. The very first babies are now in Kindergarten themselves. There are two keys to success with the local program, says Lorraine. “We’re thrilled to have support from the Battle River Community Foundation. We wouldn’t survive without grant support. Schools believe in this program, but their funding issues are a challenge. The Foundation makes it possible. We’re so grateful they’ve chosen to invest in the healthy development of our children by supporting this program.” And the other key to success? Babies! “Our sincere thanks to the families who ‘supply’ babies for our program,” says Lorraine. “Keep them coming!” School children gather around a green blanket to interact with “their” baby. -8- Acting on a desire to keep the community strong As a business owner, Neil Hansen is approached regularly to support activities and events taking place in the local area. Over its nearly 50 years of operation, A. Hansen and Sons Construction has responded to literally thousands of requests. “There are hundreds of opportunities a day to give donations,” says Neil. As a business, he adds, the challenge is in knowing how to decide the best places to allocate those hard-earned dollars. “The Foundation takes all that away,” he says. “I trust the good people on the Board and staff to make good, solid decisions that are in the best interests of meeting community needs.” Neil was born in Camrose and, along with his wife Denny, also has children and grandchildren. It is for those younger generations coming up that they are most interested in keeping the community strong. “Camrose is just the right-sized place,” says Neil. “It has a lot to offer, but it’s not too big.” “My family has been in business here a long time. The community has been good to us and we want to give something back.” Denny and Neil Hansen Neil says he thought from its beginning in the 1990s that the Battle River Community Foundation was a great idea. Over the years he watched it grow and became “more and more impressed”. When a Board member came calling and invited the Hansens to contribute, “we were happy to start setting up a fund.” The Hansen Construction Fund doesn’t have “strings” attached, so the Foundation can allocate the proceeds to projects that will best meet current needs. Right now, they’ve been supporting Reading University, a great program, Neil says, that’s “very, very important.” But Neil says the fund will continue to grow and he intends to also remember the Foundation at the end of his days. “I’ll take care of my family first and then the community that took care of me.” -9- Reading University helps children succeed Knowing how to read and comprehend words is a key factor to children’s success at school and in the world. Gaining those important literacy skills before the end of Grade 3 is also critically important. After those first years of school the emphasis shifts from learning to read over to using reading to learn everything else. For young readers in Tofield and Camrose who need a little extra support in order to become proficient, there’s Reading University. In 2010, this four-week summer reading program co-sponsored by the Battle River Community Foundation and the Battle River School Division provided 42 select children in grades 2 and 3 with a wide range of activities and strategies designed to improve their reading. In Camrose, Reading University took place at the Augustana Campus of the University of Alberta. In Tofield the program ran from a school, with students visiting Augustana on a regular basis. Parents loved the program because it helped their children gain new Reading University students use on- literacy skills and confidence. line resources to improve their skills. Teachers loved the program because it provided young learners with the extra time they required to build literacy skills that further learning. But children loved the program because it was fun and they got to do a lot of interesting things, from visiting the zoo to doing internet research. Every activity in the program centred on building literacy skills, but sometimes the kids were enjoying their day so much they forgot they were learning. At the end of the four weeks, students did, however, notice a difference in their own skills. They said “I know I am a better reader because . . . • “I understand more words” • “I have been practicing” • “I am getting to new levels of books” • “I am reading to my family” Reading University ended with a graduation ceremony, held at Augustana and featuring the Dean of the University campus, complete with robes, presenting each student with a diploma. The program will definitely be back in 2011. Reading University graduation is a very special event. Community Builders Dinners benefit communities Each year the Battle River Community Foundation teams up with different east central Alberta communities to honour and celebrate special citizens who have played a significant part in building the towns and counties in which they live. The people who are selected are those who demonstrate characteristics of giving, caring and compassion, and put a priority on meeting the needs of others, just like the Battle River Community Foundation. They are dubbed “Community Builders”. The first Community Builders dinner of 2010 took place in the early spring, when Forestburg and surrounding area gathered to acknowledge the contributions of local resident Doreen Oberg. Doreen is well-known for her work with a variety of causes, in addition to her guidance of a local musical group. Proceeds from the evening were allocated to the Doreen Oberg Fund, in support of projects in the Forestburg area. In the fall, Dave and Gail Stolee were the focus of the annual dinner held in Camrose. The couple, who have both worked and volunteered with local organizations, made literacy the focus of the evening’s fundraising efforts, in respect of their belief that literacy is the key to success. Both of the 2010 dinners featured speakers who shared fond memories, tributes and friendly roasting, as well as the auction of several items. Between the two events for these very special people, more than $45,000 was donated to the Battle River Community Doreen Oberg Foundation. Additional donations to these funds are always welcome. The dinners held during 2010 were part of a series of such events that the Battle River Community Foundation has hosted in recent years. Dave and Gail Stolee are the seventh Camrose contributors to be so honoured, while individuals and couples in Irma, Hardisty, Forestburg, Killam, Lougheed and Sedgewick have also been celebrated. The events have brought more than $250,000 into the Foundation, all of which is invested, with the proceeds going back to the communities from which they came. The first Community Builders Dinner of 2011 took place in Sedgewick in April, and celebrated three local Pastors – Randy Hedeman, Richard Conrad and Nolan Haring. Camrose will be hosting its eighth annual event on Friday, October 21, 2011 at the Norsemen Inn. This year’s honorees will be long-time community residents and contributors Norman and Betty Mayer. Dave and Gail Stolee - 11 - Giving back to their “adopted” home How do a man from the UK and a woman from the United States end up believing Alberta is the best place on earth to live and also worthy of their charitable support? It’s a long story, but it’s how life unfolded for Elwyn and Helen Grattidge. Elwyn was born in the UK and attended an agricultural school in England. He had an aunt who lived at Elnora, Alberta and when her husband died Elwyn “crossed the pond” to help her on the farm. He then attended Cornell University in New York State, to further study agriculture – he even showed a steer at the New York State Fair. Meanwhile, Helen was born in Michigan, grew up in Washington, attended college outside of Philadelphia, graduated in 1949 with a BSc in Mathematics and went to work as an engineering assistant for General Electric, at a site also located in New York State. Fate brought the two to the same state and eventually to meeting each other when they attended the same charity function. The two were married in 1958. When Elwyn finished Elwyn and Helen Grattidge university, he took a job with Alberta Agriculture as an Assistant District Agriculturalist and the duo made Alberta their home. By the mid 1960s, the couple had also started a feedlot. The arrival of daughter Kim and son Scott kept Helen busy, along with her work at the local auction market and occasional work for the government, assisting with census taking. Over the years Elwyn was an active member of the Camrose Rotary Club and also involved in the local school board. Helen was a long time member of the Citizen Advocacy board and a founding member of the Festival of Trees planning committee. Life was good for the Grattidges – both personally and financially. “Elwyn did well in his lifetime,” says Helen. “Part of it was the times we were in, but he was also a very good businessman.” Helen says the couple had solid finances and was very comfortable. That’s why, before Elwyn died of cancer in 2006, he chose to designate a large bequest to the Battle River Community Foundation. The Grattidge Family Fund supports 4-H, environmental projects and more. “Elwyn felt strongly about his adopted homeland and wanted to give back,” Helen explains. “We really liked the idea of making a gift that would last and be ongoing for perpetuity. The Foundation made it possible for Elwyn to continue supporting the local area long into the future.” “Giving is a fundamental part of humanity” Harry and Margery Gaede believe that humanity survives by trusting and supporting each other. They put that belief into practice by giving at least 10% of their income away in support of others. “Anyone can do that,” says Harry. “Just start anywhere. Set yourself a goal and keep it growing.” Harry’s parents and siblings came to Camrose the year he finished high school, but Harry didn’t join them in the community until 1970, when he was a lawyer with a young family. He and his late wife raised two daughters, while Harry also joined with fellow lawyer Alan Fielding to establish a highly successful law firm. Margery is an “air force brat” who lived across Canada and Germany as a child, but had grandparents in the local area. She also married and raised a family, as well as obtaining a Masters’ degree in Nursing. Margery’s husband passed away and while visiting family she got to know Camrose, deciding to relocate here to teach nursing. Margery and Harry met and married in 2006. Both embrace the philosophy that by supporting others you get back much more than you give. “We all benefit from those who came before us,” Harry says. “We all need to give back, to support Margery and Harry Gaede those who are coming next.” Harry set up a fund with the Battle River Community Foundation very early in the organization’s history. “It’s a fantastic concept,” he says. “Camrose is a great community, but it is not without needs. The Foundation helps address that.” Margery shares Harry’s philosophy and the two have become partners in making decisions about the causes they support. Margery also believes the Foundation provides the unique opportunity for donors – particularly women – to develop a new mindset about giving. Women, she says, traditionally gave their time to their community, while men gave money. As time becomes less available, the Foundation helps women learn to contribute to the community in a new way. It also helps men to develop a more long-term picture for their donations. “We believe in prevention and those are the types of programs we like to support,” Margery explains. As a Judge, Harry sees many things and he has faith that most people can do well. Humans are adaptable,” he says, but sometimes they need support. “It’s a lot cheaper and more beneficial to help people than to put them in jail.” - 13 - 2010 Annual Report Recognition List Donors The Battle River Community Foundation recognizes all of those who have contributed to its funds. Accumulated donations to December 31, 2010 are listed below: $250,000 to $500,000 Ronald Brimacombe Elwyn and Helen Grattidge Estate of Denise Irving Estate of Frank Meraw $100,000 to $249,999 Estate of Allan Beaton Estate of Millicent Bethge Estate of Margaret Bowthorpe Camrose Rotary Club Ken and Iris Drever Art French William G. Gilmore Foundation Lions Club of Camrose Norm and Betty Mayer J. W. McConnell Family Foundation Gunvor Mygind David and Gail Stolee $50,000 to $99,999 Doris Anderson Estate of Rudolph J. (Rudy) Baker Battle River Credit Union Ltd. Central Agencies Inc. Anthony Hladun and Deanne Morrow J.P.C. Foundation (Joe and Paula Cramer) Estate of Frank McMillan Doreen and Robert Walline and the families of the late Harry M. Kuntz $25,000 to $49,999 Doug and Debbie Appleby Geraldine Bablitz Camrose Booster Ltd. Gerrie and Linda Dey Alan and Valerie Fielding B. H. (Berdie) Fowler Blain and Marlene Fowler A. Hansen and Sons Construction (Camrose) Ltd. Hi Way 13 Transport Ltd. Ray and Muriel Hong Investors Group Financial Services Inc. James and Romonda Kuntz Tom and Melanie Kuntz Alver and Arlene Person Al and Ann Schloss Family Peter and Doris Spady $10,000 to $24,999 Agricore United Ebba Marion Anderson Marie Annesley Anonymous Brian Austrom Baumle Farms Ltd. Sam and Anna Marie Belke Doug and Diane Berg Aksel and Eileen Birkjar Grant and Elizabeth Blaeser Border Paving Ltd. Burgar Funeral Home Camrose and District Family Thrift Shop Camrose Flying Club Camrose K-40 Club Canadian Bull Congress and the Camrose Regional Exhibition John and Muriel Chamberlain Community Foundations of Canada The Kathleen and Leonard Corkery Foundation Gerry and Cathy Davis Cliff and Brenda Denham The families of Cyril and Marguerite Drever William R. Drever Edmonton Community Foundation Dave and Joann Fetzner Harry Gaede R. C. (Dick) and Pat Gillespie Arthur L. Ginter Archie Graumann Donald and Jean Green Barry Grue Ron and Vivianne Grue Estate of John Hagel Ron and Peggy Hauser Donors (continued) Gordon and Arlene Hay Haywood Securities Inc. Jim and Janet Hillaby Bonnie Hutchinson Robert and Karen James Knud and Louise Jensen Louise Jensen LeRoy Johnson The children of Marvin and Betty Johnson Estate of Norman Johnston Klug’s Sheet Metal (Camrose) Ltd. Carl and Sandy Krenning Corey Kudrowich Tim and Michele Laird Martha Lindsay Lou’s Fashions (Camrose) Ltd. Gordon and Adeline MacDonald James and Valerie Mayer Catherine R. McCoomb and Family Margie McCrea Larry and Esther McDonald Fred and Jean Molnar Robert Moro Gordon and Frieda Ness Nokian Tyres Norsemen Inn Donna Oberg Robbie O’Riordan Panhandle Productions Ltd. Harold and Corinne Parfett Cecil Peacock Lorne and Marlene Pearson D. Lee and Gene Penman Peterson Instrument Services Ltd. Don and Mary Ann Pfeffer Kurt and Helen Pilger Kevin Pratt and Jacqueline Schaffter Ken and Audrey Rayment Raymond James Ltd. Dr. R. D. and Lois Reikie Remax Real Estate (Camrose) Margaret Rhine Mabel Robson The families of Betty and Gordon Rombough Darrell and Lila Rosland Vernon Schnyder Shuman Insurance Ltd. Jon and Shannon Stolee Mike and Doris Stolee Sheila Streberg Robert J. Taylor TeePee Trade and RV Centre Ltd. Allan and Viola Throndson Tien Rostad Town and Country Guardian Drugs C. Eloise Umbach Doreen and Robert Walline Norman and Jean White Esther Williams Tom and Edith Williams Gerald Zimmerman Robert Agrey Dana Andreassen Wilf and Lois Aspenes Augustana Faculty, U of A Avenir Capital Corporation S. William Batke Bob and Lesley Bell Bert and Sharon Bromley Camrose Insurance Services Ltd. CFCW (Newcap Broadcasting) Citizen Advocacy Society of Camrose Marion deJongh Ellard Dilworth Bob and Pat Dorsett Cliff and Bev Drever Drever Agencies Inc. Red and Fran Elliott Robert H. J. Elliott Evraz Camrose Works Fielding & Company LLP Firstenergy Capital Corp. Flagstaff Creative Writers Antonio and Annamaria Fresia Abe and Ethel Friesen Garden Market I.G.A. Brian Golka Kevin Golka Lou and Charlotte Golka Darell Goodrich W. Eugene Goodrich Greg’s Contracting Services Ltd. Kevin and Allyson Gurr $5,000 to $9,999 Acumen Capital Finance Partners Harberg Nikiforuk Wood Limited Marian Harrison - 15 - Donors (continued) Bruce and Beverly Heroux Warren and Faye Holte John and Nancy Howard Don Howden Manfred Jesswein Larry Johnson Josie Jordan Daniel and Jean Knudtson Daryl and Judy Larson Jeffery and Natalie Lawson Calvin and Teresa Lewis Estate of Mildred MacPhee Robert and Ida Majeski Walter and Myrtle McNary Meridian Manufacturing Group OSM Tubular Camrose Peters & Co. Limited Poplar Grove Farms Inc. James and Mabel Quast Richard and Lorna Read Don and Chris Rebus David and Helen Samm Francis Saville Walter and Lucille Siwak Irene Streberg the Real Canadian Superstore Trader Classified Media Wayne and Cheri Watson $2,500 to $4,999 Andreassen Borth Bill and Marg Andreassen Anonymous Stuart Bailey Jim and Beth Balshaw BMO Bank of Montreal Allan and Marlene Brager David and Melody Brager James (Jim) and Marie Brager Leslie and Lorraine Brager Connie Braim Norma Branes Camrose Custom Cabinets Camrose Open Door Association David and Linda Chamberlain Andrew and Beverly Church Leonard and Sharon Church Cliff and Vicki Cullum Dale and Shelley Drever Doug and Helen Drever W. K. Drever Agencies Ltd. EnCana Cares Foundation Dr. George Evenson Carol Finley Laurel Goodrich Ed and Pearl Grue Jason Heise Lorna Holmes Diane Hutchinson Lois Jacobson Kirk Jensen Rod Knaut Deb Lentz Larry Lewsaw Carmen and Linda Loberg Craig and Tracy Martin Gordon and Linda McLean Shane and Linda McLean Wynn and Judy McLean Grant Nahirniak - 16 - Linda Norman Professional Corporation On Track Kuntz & Company Inc. Deb Orcheski Mike Ploner RBC Royal Bank Rosalind Elks No. 209 Ralph and Kaye Rud J. L. Marie Schielke Scotiabank Daryl and Leta Shillington Bob and Sheila Smith Bruce and Glenys Smith Randy and Maryann Sroka Dennis and Irene Streberg Otto and Marlene Streberg Marvin and Margaret Weber $1,000 to $2,499 Alberta Teachers’ Association – Battle River Local 32 William and Cindy Anderson David and Wenche Andreassen Jim and Cathy Andreassen Meri Andreassen and Paul Johnston Anonymous ATB Financial Augustana University College – Faculty Association Gene and Pat Badry Battle River Implements Ltd. Tim and Brenda Belec Larry and Ann Blatz Beth Borgel Robert and Janet Borth Donors (continued) Walter Brickman Ordean and Lavona Broen Randle and Eileen Broen Camrose H & R Block (1990) Camrose Regional Exhibition Camrose Solo Club Canadian Nurs-ette Distributers Ltd. Cenovus Employee Foundation Central Web Offset Ltd. CIBC M. D. Cloarec Professional Corporation Coil-Tech Services Ltd. Community Home Directory Cindy Cook Lyle Dodsworth Elliott’s Auto Care Ltd. Roger Epp and Rhonda Harder Epp Scott and Linda Farnham Roy and Lynn Fixsen Forestburg Agencies Ltd. Renaud Gauthier David and Hollie Heroux Debbie Hillaby Wyatt and Vera Hinkey Hugh and Betty Irving Helen Jacobson Dean and Beth Jarrett Dennis and Shirley Johnson Jeffrey and Kimberly Johnson Andrew and Susan Judson John and Ann Kendall Allan Kerr Roger and Ardelle Kerr Kroeger Financial Services Doyle and Laura Kuntz Norman and Jane Kuntz Franco and Emanuella Leoni Vernon Linzmeyer Einar Losness Losness Drilling (2005) Losness Insurance Agencies Ltd. Frank Lovsin Neil Lunty Stephen Maltby Darrell and Gayle McClements Bob and Mary McKinnon Estate of Elsie Miller Mary Noullett David and Karen Ofrim Estate of J. D. Ofrim Stan and Gloria Olson Verlyn and Mardell Olson Raymond and Helene Ouellette-Kuntz Ryan and Megan Paterson Plan It Consulting Inc. Robert and Lois Ponto Bruce Pound Prefontaine Agencies Lloyd Reed Phyllis Robertson Edward and Karen Robinson Rosalind Agricultural Society Ross Agri-Supplies (Camrose) Inc. Al and Jackie Rostad Ken and Shirley Rostad - 17 - Rotary Club of Camrose Daybreak Jean Saville Douglas Sawle Gordon and Mina Schieck Denis and Elizabeth Schmidt D. L. Schultz Professional Corporation Kathy Schwab Mary Jean Scullion Tom Seto Brian and Lisa Sharp Monty Sommer S.R.B. Investments Roger and Lori Stokowski Allan and Beryle Strandberg The Soap Stop Tish’s Fashions & Finery Stan and Mary Trautman Vital Effect Inc. Edith L. Watt Weber Funeral Home Ltd. Ralph and Rose Weller Martin West John and Carol Zerkee The following also made contributions during 2010: Herb and Carolyn Andersen Laura M. Anderson Anonymous Gordon and Joan Baltimore Nancy Bateman Battle River Regional Division No. 31 Patricia Milne Bell Donors (continued) Ernie and Letha Bertschi Doug Bish Sheldon and Karen Blumhagen Elmer Bly Roy and Crystel Bolding Bernie and Jeanette Boser Frances Bowlan A. Keith and Jean Brennan Signi Bruner Camrose Association for Community Living Camrose Booster Staff Fund Marshall and Deb Chalmers J. C. Christians Max and Norma Christie Colborne Transportation Services Ltd. Doug and Helen Coubrough Creative Bedrooms Ltd. John and Sheila Cunningham Leonard and Rosemarie Cunningham David and Darlene Dahle George and Selena Demelo Hazel Dingman Mary Doerksen Verna Drimmie Ernie and Elaine Duchscherer Duff Layton’s Men’s Wear Lawrence and Denise Dufresne Clifford and Mary Durand Leo and Wendy Dussault Dorothy Easton Marilyn Elliott Shirley Elson Sylvia Engen-Espe Reg and Elly Enright Farnham West Stolee LLP Doris Farvolden Dorothy Felgate Mike Ference Jim Fink Brett and Leslie Fixsen Clay and Julia Fixsen Cody Fixsen Jeff and Jaima Fixsen Micheal and Heather Fixsen Alan Ford Merlyn and Marlise Forster Ron and Loretta Foshaug Keith and Eva Fossen Orville and Shirley Fossen Adam and Penny Foster Diane Frado Edna Francoeur Maurice and Gloria Francoeur Betty Friesen Robert and Audrey Frizzell Glen and Marcia Fuller Gerry and Sandi Galenza Harry Gerbrandt and Colleen Rick Milton and Sharon Gilbertson Nora Gilbertson Max and Donna Lea Ginther Richard and Stella Glasgow Janet Gojmerac Laverna Grandfield Kerry and Dora Grettum Ray (Bob) Grettum Evert and Ruth Grue - 18 - Brian and Catherine Hamblin Harold and Marilyn Haugen Steve Haugen Hauser Home Hardware Building Centre Ray and Audrey Heck Douglas and Janet Heffel Agnes and James Hoveland Cliff and Dorothy Hoyme Don and Nola Hutchinson J.E.G.O. Farms Ltd. Lorna Jackson Grant and Joanne Jackson Reese and Trish James Dan and Helga Jensen Ruth Jensen Roy and Betty Kells John and Lily Kirschman Knaut Johnson Robert and Cathy Knudtson Eleanor Kopperud Larry Kuefler Jean Kumar Beatrice Kvemshagean Lamb Ford Sales Ltd. Jope Langejans Lana Larson Dave and Lois Larson Rita LeGear Greg and Susan Lemay Clark and Ashley Leslie Lorna Lien Max and Alice Lindstrand Clara Lohner Leon and Joyce Lohner Donors (continued) Stan Lohner Garth Lunty Irna Lunty Lilyon Lunty Terry Lunty Cal and Anne Lyseng Dorothy Lysons Merle and Gwen Lyster Stanley and Karen MacDonald Alicia Mackie Don MacLeod Rod and Vi Madison Kenneth and Lorraine Mahner Arnold Malone Carman and Marilyn Mason Jeffrey and Rebecca McClements Brenda McDermott George McIver C. Inga McLeod Bruce and Penny McNabb Gordon and Patricia McPherson Don and Judy Melnyk Jared Melnyk Ron and Laurie Melnyk Bernard and Mary Louise Merrick Mike’s Lube ’N Clean Ltd. Colin Millang Peter and Ruby Miller Ken and Laurine Mingo Enid Moe Jonathan Mohr and Robyn Simpson Mohr Michael and Brenda Mucz Peter and Pam Mykityshyn Don and Joanne Myrehuag Doris Nelson Edna Nelson Randal and Suzanne Nickel Nielsen Heating & Sheet Metal Jeff and Monica Northey Barry and Rosemarie Oberg Doreen Oberg Eldon Oberg Gloria Oberg Neal and Brenda Oberg Wilmer Oberg Bernell and Linda Odegard Bernice Olufson Doug and Terri Parker Maureen Parker Betty Pearson Mary Percy M. Pidherney’s Trucking Ltd. Erhard and Lorene Pinno Linda Ponto Duncan and Doris Powell Larry and Margaret Rathnavalu R B Mechanical Services Bayard (By) and Sue Reesor Ken and Marion Riise Walt and Doris Ritter Jean Roddick Bernice Rogers - 19 - Clare and Elsie Rudosky O. Robert Sand Virginia Schorak Leonard and Iris Senger Allen and Mary Severson Dolores Skaret Berniece Sogge William and Mary Solverson Russell and Judith Sommer Neta Specht Irene Stewart Paul and Jennifer Stone David and Elaine Taylor Gerry Tetzloff The Bethany Group Ian Thompson Wayne Throndson A. Marie Tveit Dale and Andrea Uglem Village of Forestburg Craig Wentland and Paula Marentette Peter Wetmore Kenneth and Joyce White Wideman Paint and Decor Lorraine Winch Douglas Wold and Donna Smith Ken and Sylvia Wold Robert and Darlene Wold Bob and Laura Woods Christopher and Heather Zarski Memorials Mildred Anderson-Flemming Moneca Babiy Helen Balko Margarethe Banack Fred Beasley Laurence (Larry) Beeton Norbert Beier Brant Berglund Jeff Blaeser Frances Blaeser Art Boyko Ron Brager David Brausen Arne Brothen Wally Brown Joyce Byers Bryan Creasy Phyliss Downie Kim Drager Jim Drever Walter Dunlop Adrian Elm Lynne Erickson Donald Fischer Elmer Freund Ken Gerber Shirley Harty Jim Helmig Orville Henkel Art Hewitt Ricky James Hillaby Dr. John Hnatiuk Gilbert Huber Eddie Jackson Connie Jacobs Ollie Jacobs Shari (Sharon) Jacobs Ferguson Carl Johnson Lois Johnson Angie Kanten Margaret Kendall Janice Klug Tony Klug Clarence Kolisniak Fr. Tom Kroetsch Bev Kuchnerek Sharon Lamb Dorothy Lang Helen Lassu Frances Leeb Shirley Leeb Charlie Lindberg Ernest Lindholm Ken Loesch Blaine Lynch Doris MacKenzie Marian Madden Walter Manchakowski Phyllis Manning Alice Marler Mabel Martz Clifford Massel Sadie McClements Ron McFee Olive Metcalfe Stanley Moore Harry Naslund Larry Nelson Leroy Nelson Gordon Oliver Bud Overman Shelly Patterson Marj Peterson Earl Rasmussen Veronica Rattell Libby Ritter George Rood Lettie Roth Lillian Schmitke Robert Screen Michael and Lydia Sherman Herbert Skaret Jean Stewardson Doris Stolee Mike and Doris Stolee Jack Stumbo Shirley Taylor Dorothy Tollefson Jean Trautman Dr. Dennis Twerdun Esther Marie (Camy) Tyzuk Rudolph Undin Bert Walker Vi Webber David Weller Anthony Wenger Bertha Wetsch Harold Whidden Frank Wilcox Fannie Wilder Jutta Wilm Baby Grace Zietarsky Tony Zimmer Gifts were made in honour of… Birthdays Jim Andreassen Florence Boden Fred Crone Gerry Czapp Ken Drever Gordon Enghoj Alvin Finley B. H. (Berdie) Fowler Violet (Vi) Furman Chris Hertel Jeanette MacQuarrie Phyllis Manning Mary Noullett Christmas and other Special Occasions Ladd Parsons Lloyd Reed Paul Schorak Lucille Siwak Fannie Wilder Laura Woods Anniversaries Terry and Alma Bonnett Doug and Helen Coubrough Wilf and Ruby Dyer Allan and Donna Kennedy Harold and Betty Nelson Investing in our Future The Battle River Community Foundation exists thanks to the generous support of donors. Every gift is appreciated and every gift contributes to the well-being of our communities. Sincere thanks to each of those who have chosen to support the Foundation and invest in our communities’ futures. - 21 - Willie Anderson Bonnie Hutchinson and Dick Chamney Ken and Iris Drever Jeff Fixsen B. H. (Berdie) Fowler Blain Fowler Blain and Marlene Fowler Dan and Sally MacIntyre Kevin Martin Pat Hopf and Skip Mowat Allen Nelson Mary Noullett Rod and Yvonne Seibold BATTLE RIVER COMMUNITY FOUNDATION STATEMENT OF OPERATIONS AND UNALLOCATED SURPLUS FOR THE YEAR ENDED DECEMBER 31, 2010 (with prior year’s figures for comparison) - 22 - BATTLE RIVER COMMUNITY FOUNDATION STATEMENT OF FINANCIAL POSITION AS AT DECEMBER 31, 2010 (with prior year’s figures for comparison) Chairman Treasurer BATTLE RIVER COMMUNITY FOUNDATION STATEMENT OF CASH FLOW AS AT DECEMBER 31, 2010 (with prior year’s figures for comparison) - 23 - BATTLE RIVER COMMUNITY FOUNDATION NOTES TO THE FINANCIAL STATEMENTS DECEMBER 31, 2010 (continued…) - 24 - BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 Schedule (continued…) - 25 - BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 Schedule continued (continued…) - 26 - BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 Schedule continued (continued…) - 27 - BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 Schedule continued (continued…) - 28 - BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 Schedule continued (continued…) Schedule continued BATTLE RIVER COMMUNITY FOUNDATION SCHEDULE OF ENDOWMENTS FOR THE YEAR ENDED DECEMBER 31, 2010 6,000,000 5,500,000 5,000,000 4,500,000 4,000,000 3,500,000 3,000,000 BATTLE RIVER COMMUNITY FOUNDATION 60 4,8 ,42 $4 83 0,5 ,27 $3 36 2,5 ,92 $3 Growth of Assets 1995-2010 88 4,7 ,07 $5 48 7,4 ,13 $6 2,500,000 2,000,000 1,500,000 1,000,000 35 8,8 ,10 $1 500,000 0 7,9 ,65 $1 23 1,6 ,98 1 19 $ 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 - 30 - Blain Fowler Chairman 672-3142 Vivianne Grue Vice-Chair 672-9624 Dana Andreassen Secretary 672-2964 Turn your philanthropic dreams into reality. James Mayer Treasurer 672-4491 Corey Kudrowich Director 679-5085 Clarence Mastel Director 679-7714 For assistance, please call any of the 2011 Board David Ofrim Director 672-3534 By Reesor Director 672-5709 Wayne Throndson Director 672-8851 Ken Drever Past Chair 672-4651 Kerry Grettum Executive Director 679-0449 Phyllis Robertson Admin. Assistant 679-0449 Battle River Community Foundation Box 1122, Camrose, AB T4V 4E7 • Phone: 780-679-0449 • Email: [email protected] • www.brcf.ca - 31 - members Sincere Thanks is extended to the following sponsors whose support has offset the cost of this report. They are true community builders, every one! Fabulous food, Friendly service and all the comforts of home! Innovative Storage Solutions, For Everything and Everyone Central Agencies Inc. REAL ESTATE – INSURANCE Partners in building a stronger community More than 100 years of dedicated service to your community Camrose and Daysland The Home Team Battle River Community Foundation - 32 - Investing in our future