2007 - Community Foundation of Portage la Prairie and District Inc.

Vision
To be a community leader, a catalyst and a trusted agent for philanthropy, benefiting our
community, today and forever.
Mission
To enhance and enrich the quality of life in Portage la Prairie and District by supporting
and promoting philanthropy through endowment building, donor services, grant making
and community leadership.
Values
“Bridging the Gap”
Partnerships
Working together with donors, other funders, planners and community groups, we foster the
creation of new ideas and solutions, reduce duplication and increase effectiveness in the
volunteer sector.
Openness
We practice open, accessible and ethical behavior towards all who come in contact with the
Foundation.
Responsiveness
We believe that a proactive, innovative approach will produce grantmaking that meets the
challenges of today and tomorrow, fulfilling the vision of our Founders.
Trust
We, as a Community Foundation, operate with policies and practices that reflect clearly
articulated values, that inspire trust and stress fairness, flexibility and inclusiveness. We regularly
review our goals and practices.
Accountability
Our mission will be achieved through strong leadership, governance and capable administration.
We provide information to donors and the broader community regarding the operations and impact
of the Foundation.
Growth
Effective fiscal management, endowment funds growth, reliable stewardship and strategic
grantmaking will promote the future stability of the Portage and District community.
Empowerment
We encourage actions to cultivate, nurture and sustain the capacity for self-reliance, as we believe
it is an essential strength for individuals, organizations and communities.
About our community foundation
Helping donors do good work …forever.
The Community Foundation of Portage and District Inc (CFPD) is a local foundation created by and for
the people of Portage la Prairie and district. We are here to help individuals and groups make an ongoing
difference in their community.
Three special features of community foundations:
One: endowment building/personalized service. We build endowments and other funds to provide lasting
support for local priorities. We make giving easy and effective, accepting a wide variety of gifts and providing
donors with a number of charitable options. You can contribute cash, stocks, property, and other assets. You
may establish a fund in your name or in the name of a loved one. In most cases, your gift qualifies for maximum
tax advantage under
federal law.
Two: local grantmaking expertise. Our foundation’s staff and volunteers have an in-depth understanding of the
issues, opportunities, and resources that shape our community. We evaluate all aspects of community well being
— including social services, education, the environment, health care, youth, seniors, and the arts. We can help
you learn more about local organizations and programs that make a difference in areas you care about most.
Three: community leadership. Because community foundations support all kinds of charities, we are well
positioned to bring people and organizations together, convening diverse voices to address local issues and
opportunities. Our business is building community.
Adapted with permission by Community Foundations of Canada © 2002 Council on Foundations and Community Foundations of America
The 2007 Annual Report is dedicated to
Oakville Community Leaders,
Oakville Village Committee
and Donors
Congratulations to Oakville Community leaders and the Oakville Village Committee
members Barry Fowler, Dale McLeod and Steve Ford for having the foresight to create
a permanent endowment fund for the community of Oakville and district within CFPD’s
Endowment Fund.
Several meetings were held in Oakville with CFPD Directors to discuss establishing a
community foundation for Oakville. After the presentations, the community leaders felt
it made perfect sense to establish a fund within the existing community foundation
rather than establishing their own foundation. This avoided the administrative and
management hassles and expenses involved in starting and maintaining a community
foundation. The advantages are the same; the Oakville and District Community
Endowment Fund supports the activities of Oakville and district charitable groups.
Special thanks to Oakville Village Representative Len Essay for partnering with
CFPD Executive Director Karen Braden to direct the Oakville Community Match
Challenge. Many thanks to the donors who are helping to build the fund; their
gifts were used to match the challenge funds from the Blair Morrison Estate.
(See story on page 7)
1
Board of Directors
Vern Crandell
Vice President
Henry Riendeau
Treasurer
Gilbert Vust
to June 2007
Orest Pressey
Sandra Wallace
to June 2007
Rae Thomson
Wendy McConnell
Fay Jordan
Joyce Dalmyn
Dale Lyle
Liz Merrick
Ernie Shwaluk
President
Without a sense of
caring, there can be no
sense of community.
Anthony D'Angelo
Barry Greenslade
Karen Braden
Executive Director
John Chapman
2
Message from the President and Executive Director
In April, CFPD partnered with the Central Bar
Association for Will Week presentations. About 60
individuals attended the free seminars Estate Planning
for your Future
In 2007, the Community Foundation of Portage and
District (CFPD) set a record for the largest number of
dollars added to the Endowment Fund in one year.
CFPD received $573,573 in donations from individuals,
businesses and community organizations. Through the
generosity of our donors the permanent Endowment
Fund has grown to $1,972,079 as of December 31,
2007.
In May, five Directors from CFPD attended the
Manitoba Regional Meeting organized by Community
Foundations of Canada. The meetings were held in
Winnipeg at the Fort Garry Hotel.
Highlights of the Year:
In November, our Treasurer Henry Riendeau was
honoured with the Charter Accountant of Manitoba’s
Community Service Award for his outstanding
contributions to community service and volunteer
organizations. Congratulations Henry!
Seven new named funds were created in 2007:
- Robert and Barbara Lytle and Family Fund
The Lytles created an undesignated family fund
for $5,000.
We are thrilled that Ken Metcalfe found CFPD’s
listing just days after registering with the non profit
organization CanadaHelps.org. Thank you Ken,
you are CFPD’s first online donor!
- James Culbert Fund
CFPD was the main beneficiary of the James
Culbert Estate receiving $313,002. Five charitable
groups will share the income from the investments
each year.
CFPD is partnering with the Portage la Prairie Regional
Library to provide Imagine Canada’s Canadian
Directory to Foundations and Corporations online.
Not-for-profit organization may access the Directory on
the Library computers to search for funding for projects.
(See page 15)
Three Scholarships Funds valued at $88,500 were
transferred to CFPD.
- Maxine Edmondson Award Fund for $25,000
- Florence Metheral Memorial Fund for $32,000
- Thomas Metheral Award Fund for $31,500
CFPD is very fortunate to have a very dedicated group
of individuals who volunteer their time and expertise to
serve as the Board of Directors and on the various
committees. We are especially appreciative of the
community volunteers who serve on the Grants
Committee, Awards Committee and Manitoba Air
Show Committee.
- Oakville and District Community Endowment Fund
The Oakville Village Committee presented a
challenge
to past and present residents of Oakville and area to
help build the Oakville Fund. As of December 31 the
fund was valued at $67,463.
We sadly say farewell to Directors Gilbert Vust who
served as Chair of the Awards Committee and Sandra
Wallace who worked on the Professional Advisory
Committee, the ArtsSmarts Committee and gave a helping hand whenever it was needed. We thank
Joyce Dalmyn and Rae Thomson for agreeing to serve
a second three-year term. Also we are delighted that
John Chapman and Barry Greenslade have joined the
Board of Directors.
- George and Wanda Ryder Trades Bursary
Fund was created with $25,000.
The Ryders are concerned with the lack of trades
people in the community. To encourage young people
to pursue training in a trade, the Ryders have created
a bursary that will help with the cost of training.
Annual earnings from the Endowment Fund are given
in the form of grants to local registered charities for
projects that enhance the quality of life for our citizens
and our communities. Since January 2007, CFPD
awarded grants totaling $191,415 to qualified
community organizations in Portage and surrounding
communities. This amount includes $90,937 from the
regular grants program, $21,195 for scholarships,
bursaries, and other annual awards and $25,140 from
the Community Match Challenge program sponsored by
an anonymous donor. Another $55,143 was returned to
CFPD due to a cancelled project.
Thank you to our donors, volunteers and supporters for
this remarkable year.
Ernie Shwaluk
President
3
Karen Braden
Executive Director
Committees
ArtsSmarts Advisory/Selection Committee
John Rennie - Chair, Curriculum Coordinator
Hazen Barrett - Portage School Division
Yvette Cuthbert - Portage School Board
Roberta Christianson - Portage Arts Centre
Jean Armstrong - Portage Arts Centre
Sandra Wallace - CFPD til June
Liz Merrick - CFPD, September
Karen Braden - CFPD
CFPD is a broad based, volunteer-driven organization
which brings local knowledge, experience and a
network of community relationships to its board
and committees.
Executive Committee
Ernie Shwaluk - President
Vern Crandell - Vice President
Henry Riendeau - Treasurer
Karen Braden - Executive Director
Youth in Philanthropy Advisors Committee
Fay Jordan - Chair
Karen Braden
Ruth Mulligan - PCI Advisor
President of the Foundation will serve
as Ex Officio on all committees.
Investment Policy Committee
Henry Riendeau - Chair
Wendy McConnell
Sandra Wallace
Orest Pressey
Dale Lyle
John Chapman
Manitoba Air Show ADHOC Committee
Ernie Shwaluk - Chair
Vern Crandell
Wendy McConnell
Eleanor Shwaluk - community member
Denys Marion - community member
Heather Marion - community member
Grants Committee:
Joyce Dalmyn - Chair
Denys Marion - community member
Beth Trimble - community member
Rosalind Merrick - community member
Orest Pressey - CFPD
Vern Crandell - CFPD
Nominating Committee
The Board is selected and appointed by a nominating
committee made up of officials of Portage la Prairie
and District:
- Mayor of City of Portage la Prairie
- Reeve of Rural Municipality of Portage la Prairie
- Chamber of Commerce President
- School Division Chairperson
- Member of Legislative Assembly
Awards and Bursaries Committee
Gilbert Vust - Chair til June
Rae Thomson – Chair, September
Joyce Dalmyn
Barry Greenslade
Karen Braden
Photographer
Dennis Wiens - Annual Report Presentation
Selection Committee for
Dr. Donald Rae Scholarship
Gilbert Vust - CFPD Chair til June
Rae Thomson - Chair, September
Beth Trimble - community member
Kenn Collier- community member
Professional Advisors Committee
Wendy McConnell - Chair
Sandra Wallace
Orest Pressey
Strategic Planning Session
Promotion Committee
Fay Jordan - Chair
Joyce Dalmyn
Dale Lyle
Barry Greenslade
Karen Braden
"TEAM- together everyone achieves more!"
4
Contributors
Undesignated Funds
The Board of Directors decides where earnings can be
used most effectively each year.
Bursaries and Scholarships
Provides assistance and encouragement to promising
young students
Builders Club ($500 & up)
Glenn and Evelyn Arnott
Arnold and Gwen Blight
Chris Christianson
Joyce Dalmyn & Joe Masi
Dave and Sandra Falk
David Greenberg
Keith Heming
Gordon Hutchinson
Brian and Elaine Kitson
Mildred Kitson
Barbara Jones
Robert and Barbara Lytle
Tom and Cora McCartney
(in memory of Jessie McCartney)
Portage la Prairie Mutual
Insurance Company
Adeline and Orest Pressey
Prosvita Ladies Auxiliary
RBC Foundation
Dr. James and Joyce Ross
Joyce Rutter (in memory of Elmer)
Frank Sissons
Subtotal
Maxine Edmondson Estate
Florence Metheral Estate
Thomas Metheral Estate
Lorraine Rae
Orest and Eva Shewchuk
Grace Tully
MB Ministry of Education
George and Wanda Ryder
Subtotals
25,000
25,000
32,000
32,000
31,500
31,500
4,471
4,471
500
500
500
500
2,792
2,792
25,000
25,000
121,763
121,763
Total
573,573
573,573
1,100 1,100
1,000 1,000
500
500
2,600
2,600
10,000 10,000
1,000
1,000
500
500
1,000
1,000
15,000 15,000
500
500
500
500
5,000
5,000
Administrative Funds
Supports various programs
Daily Graphic
Hill’s Drug Stores
Investors Matching Gift Program
250
Wendy McConnell
Norquay Printers
Orest and Eva Shewchuk
Winnipeg Foundation
1,000
1,000
10,000
500
500
700
700
1,000
1,000
1,000
1,000
500
500
14,380
14,380
$67,780
$67,780
10,000
895
895
500
500
250
250
954
250
48
954
975
48
$3,872
975
Supporters (up to $499)
All Charities Campaign, Lorna Andrews, Anonymous,
Doreen Buchanan & Roy Cousins, Dale and Karen
Braden, Central Manitoba Bar Association, Paul and
Delores Fibelstad, Martha Hoyes, Lorne and Cynthia
Jordan, Ben and Marjorie Lapchuk, Peggy Larson,
Jack and Lois McCormick, Ken Metcalfe, Gary Little,
Lorraine Rae, Greg Rennie, Shewfelt’s Plumbing and
Heating, Linda Stechesen, Rae and Judy Thomson,
Joseph and Elizabeth Trimble, Peter Vandermeulen
Sandra Wallace, Ray & Elaine Wood
Subtotal
$2,728
Designated Funds
Designated for specific purpose.
Canad Inns
James Culbert Estate
Manitoba Air Show
Oakville Community Match
Challenge
Subtotals
337
337
313,002
313,002
500
500
67,463
67,463
Total
$3,872
$381,302
$381,302
Photo Courtesy of Dennis Wiens
Lorraine Rae presents the Dr. Donald William Rae
Scholarship to Ashley Enns who is pursuing a career in
Nursing.
We are, after all, only trustees of the wealth
we possess. Without the community and its
resources... there would be little wealth for
5
Named Funds
Undesignated Funds
Arthur Meighen High School
Philanthropy Fund
Cliff Bagrie Memorial Fund
Violet Breakey Memorial Fund
David & Sandra Falk Family Fund
Greenberg Family Fund
Gordon & Laura Hutchinson Fund
Kitson & Rohmier Fund
(in memory of Archibald Kitson
& John and Florence Rohmier)
Robert and Barbara Lytle
H.C. (Carl) McGregor Fund
Portage Collegiate Institute
Philanthropy Fund
Portage la Prairie Mutual Insurance
Company Fund
Adeline and Orest Pressey Family Fund
Sissons Family Fund
in memory of Nola Jane
Slack Family Memorial Fund
Gilbert Vust Fund
Henry & Grace Vust Memorial Fund
Designated Funds
Allan Greenberg Memorial Fund
James Culbert Fund
CFPD Administrative Endowment Fund
Bursaries and Scholarships Funds
Arthur Meighen High School Farewell
Scholarship/Bursary Fund
Maxine Edmonson Award Fund
General Education Bursary Fund
Karen Handford Memorial Bursary Fund
Alice Mayor Bursary Fund
Carl McGregor Bursary Fund
Florence Metheral Memorial Fund
Thomas N. Metheral Award Fund
Oakville and District Community
Endowment Fund
Charlie Oliver 4-H Fund
Portage Collegiate Institute Alumni Fund
(plus the PCI Alumni Managed Fund
for $15,000.)
Dr. Donald William Rae Memorial
Scholarship Fund
George and Wanda Ryder Trades
Bursary Fund
Orest and Eva Shewchuk Bursary Fund
Elma Slack Bursary Fund
Krista Tully Memorial Bursary Fund
Total
Oakville Community Match Challenge
Program
6,771
5,000
254,541
47,250
2,000
12,000
10,500
5,000
35,000
5,445
Platinum ($5000 and up)
Oakville Village Committee
/Blair Morrison Estate
Oakville and Area Lions Club
Oakville Community Club Inc.
50,000
5,000
5,000
Gold ($1000 to $4999)
Arnold and Gwendolyn Blight
Newton Enterprises
1,000
1,000
Silver ($500 to $999)
Blight and Blight Ltd (Todd & Pat)
Steve and Norma Einarson
Donald and Shirley McCulloch
Oakville Silver Threads Senior Centre
Oakville and District Chamber of
Commerce
Allan and Esther Strank
47,000
6,000
34,405
90,242
31,500
6,659
Bronze($100 to $499)
R Bergeron Ready Mix
Mary Bogue
Robert Botterill
Cal and Doreen Botterill
Len and Judy Essay
Steve Ford & Audri Wilkinson
Barry and Heather Fowler
Dave and Rose Froese
Doug and Elizabeth McCormick
Shawna and Garth McCormick
Scott McCulloch
Dale and Deanna McLeod
Jack and Edna Miller
Dianne Nikiforuk
David and Mona Otsuji
Portage McKenzie Funeral Chapel
10,000
313,002
40,482
20,000
25,000
2,301
5,733
10,000
65,932
32,000
31,500
67,463
7,615
Friends (up to $99)
Russ and Margaret Damskov,
Dwayne and Shirley Hildebrandt
Bill and Colleen Jury
Shane Smith
Total
85,034
23,365
25,000
6,500
25,498
9,115
Managed Funds
PCI Alumni Managed Fund
500
500
500
500
500
500
100
200
100
100
100
167
167
100
100
100
200
167
100
100
237
250
175
$ 67,463
$15,000
Amount reflects the balances of the named funds as of
December 31, 2007
$1,480,254
6
Oakville and District Community Endowment Fund
0n June 11, 2007, the Oakville Village Committee
created the Oakville and District Community Endowment
Fund (the Oakville Fund) within CFPD’s Endowment
Fund. The Village Committee started the Fund with a
$10,000 contribution. The first donation received was
from the Oakville Lions Club for $5,000.
At the 2006 Annual Report Presentation in June 2007,
the Oakville Village Committee member Dale McLeod
put forth a challenge to past and present residents of
Oakville and area. The $50,000 gifted to the Community
of Oakville from the Blair Morrison Estate will be used to
match the dollars received from individuals, groups and
businesses.
Photo Courtesy of Dennis Weins
The official launching of the Oakville Community Match
Challenge was held on November 15 at Stooks
Restaurant in Oakville. About 20 individuals joined the
Village Committee and CFPD Directors for coffee to
learn more about the program. Several donations were
received: Archie Nichol presented $5,000 from Oakville
Community Club; Bernice Einarson presented $500
from the Silver Threads Senior Centre; and Barry
Fowler, Dale McLeod and Steve Ford together donated
$500. Other generous individuals also donated funds
totaling $1,121. (See page 6 for complete list of 2007
donors.)
Oakville Lions Club President Bruce Mintenko presents a
cheque for $5,000 to Ernie Shwaluk for the fund.
The goal is to continue to build the Oakville Fund.
The Government requires that 3.5% of the Fund be
distributed in the form of grants yearly. The principal is
never spent, only the interest is used for grantmaking.
In June each year, CFPD will issue a cheque to the
Oakville Community Club Inc for projects in Oakville
and district. As the fund grows so does the amount
available for grants for worthy projects. The dollars
will be used to support sports and other recreational
activities in Oakville and district.
President Ernie Shwaluk receives a cheque for $40,000
from Oakville Village Committee member Dale McLeod
and Oakville representative Len Essay.
By December 31, thanks to Oakville Village
representative Len Essay, the Oakville Fund had
grown to $67,463 which includes the Oakville Village
Committee final Installment of $40,000. The Committee
was delighted that $17,463 or 35% of the challenge
was raised in six weeks. Another $32,537 is needed
to meet the goal of having $100,000 in the Oakville
Fund. The challenge is ongoing and it is hoped that it
will be near completion by the end of 2008.
Now that the Oakville Fund is open; named funds can
be created within the Oakville Fund with gifts of $5,000
that can be built over time.
Corporate sponsor Brad Dick of Newton Enterprises
presents a cheque for $1,000 for the Oakville Fund.
7
Contributors
Named Funds
Named Funds
When you establish a fund with CFPD, you choose
its name and decide how it will work to benefit the
community and fulfill your charitable goals. Depending
on your wishes, your fund will fall into one of the
following categories:
Undesignated Funds
Places no restrictions on the use of the funds, relying on
the Board of Directors to make grantmaking decisions
that meet current community priorities and needs.
Field of Interest Funds
Allows you to designate a specific area of interest
(e.g. education, children’s needs, the arts) in which
charitable grants can be made. The Board of Directors
uses its discretion in selecting the most appropriate
recipients, year after year.
Prosvita Ladies Auxiliary members Anne Zatina and Lola
Tkachuk presented CFPD with a cheque for $700, the last
of the group’s earnings.
Designated Funds
Specify one or more charitable organizations to be the
perpetual beneficiaries of the annual income from your
fund.
Gifts by Automatic Deductions
All Charities Campaign encourages philanthropy by
providing current and retired employees of the Manitoba
Government and its affiliates with an annual convenient
method of giving to registered charities of their choice.
Donor Advised Funds
Allows you to make recommendations to the Board of
Director’s regarding proposed charitable distributions
from your fund. Your suggestions are considered,
although final determination on all grant awards is the
responsibility of the Board.
Scholarship and Bursary Funds
Allows you to provide assistance and encouragement
to promising young students challenged by the cost of
education. Funds are distributed to the institution on
behalf of the student.
Agency Endowment Funds
Charitable organizations may establish permanently
endowed funds to provide a source of annual income
for operations or programs.
Photo Courtesy of Dennis Weins
Administration Funds
These funds support the administration of the
foundation’s various programs in community leadership,
development, grantmaking and communications.
Joyce Dalmyn receives a Builder plaque for her continued
support by automatic deductions.
Donate Online
CanadaHelps was created to make giving simple.
They make the process simple, but fast, secure and
convenient. CFPD has registered with CanadaHelps
to accommodate donors who wish to donate online.
All named funds require a minimum of $5,000 with
the exception of a Donor Advised Fund which requires
a minimum of $25,000. All named funds can be built
over time.
8
New Named Funds
James Culbert Fund
Three New Scholarship Funds
In April, 2007, CFPD received the first installment of
the James Culbert estate. The final amount came in
late fall, and in December CFPD announced the
creation of their largest fund to date. A designated fund
was established and named the “James Culbert Fund”
valued at $313,002. Mr. Culbert wished to help certain
organizations in the community and requested that the
following five charities benefit from this Fund:
- Portage District General Hospital Foundation
- Lions Prairie Manor Foundation
- Manitoba Heart and Stroke Foundation
- Trinity United Church – Portage la Prairie
- Lung Association of Manitoba
The Trustees of the following three Funds were
concerned with who would look after the Funds in the
future. Ben Lapchuk, one of the Trustees, said it was
time to find a permanent home for the Funds. The
Trustees decided to transfer the management of the
Funds valued at $88,500 to CFPD.
Thomas N. Metheral Award Fund
Thomas Metheral established the scholarship fund in
1982 with $20,000, Upon his death in 1992, $11,500
was added, increasing the fund to $31,500.
Mr. Metheral was a community-minded citizen serving
the City of Portage la Prairie in many different ways.
He was involved in real estate and served as a City
Alderman for a number of years.
Annually an award of $1,260 will be presented to a
graduate of Portage Collegiate Institute with high
academic standards who is registered in a post
secondary program. The student must show a keen
interest in school extracurricular activities in his or her
community.
Florence Metheral Memorial Fund
Thomas Metheral thought beyond himself and made
provisions in his will to establish a fund in memory of his
beloved sister Florence Metheral. A sum of $32,000
formed the basis of the fund.
Back Row: Catherine Newman, Heart & Stroke Foundation;
CFPD President Ernie Shwaluk; Liz Kovach, Heart &
Stroke Foundation; Jan Hills, Portage District Hospital
Foundation. Front row: Joy Letkeman, Lung Association of
Manitoba; Diane Stevenson, Trinity United Church;
Margaret Clark, Lions Prairie Manor Foundation.
Each year an award of $1,280 will be presented to the
Portage Collegiate student with the highest academic
standing. The recipient must have completed a full
Senior 4 university program and be accepted at an
accredited university.
James (Jim) Culbert farmed in the Rossendale district
for 40 years. In 1973 he retired from farming and moved
to Portage. For several years he sold real estate. Jim
was dedicated to his family but also led a very active life
as a volunteer and a sportsman. He served on several
boards including Rossendale Church Board,
Rossendale Community Club and Herman Prior Senior
Services Centre. He joined the Oddfellows Lodge in
1974 and was chairman of the Oddfellows Provincial
Bonspiel for a number of years. Jim passed away in
2003 at the age of 84.
The Maxine Edmondson Awards Fund
Maxine Edmondson made arrangements in her will to
establish a scholarship fund worth $25,000. She died in
August 2004 and shortly thereafter the trust fund was
established.
Originally from Brookdale, Manitoba, Maxine settled in
Portage upon her marriage to Clayton. She was an
excellent mathematics teacher at PCI during the 1960’s.
This award is a tribute to her keen interest in young
people and her love of mathematics.
CFPD is currently required to disburse a minimum of
3.5% of the value of the Fund per year. Grants will be
awarded to the five organizations annually in December.
This year the amount available for disbursement was
$5,250 and each charity received a cheque for $1,050.
In 2008 the Fund will generate $10,955, which will result
in a grant of $2,191 for each group.
The $1,000 annual award will go to a PCI graduate who
is enrolled in a recognized university or college. The
recipient must have high academic standards and
achieved honours in Pre-Cal Math 40S.
9
New Named Funds
towns of Manitoba. Wanda is well known for her short
story collection From a Distance, novel Prairie Sailor
and plays for stage, television and radio.
George & Wanda Ryder Trades Bursary Fund
Robert and Barbara Lytle Family Fund
George and Wanda Ryder have supported the
Foundation since its inception by joining the Founders
Club in 1994. In November they broke new ground by
created our first trades bursary.
Bob and Barb Lytle decided to create a family named
fund so that they could give back to the community
where their two children have been raised, educated
and enjoyed many sports opportunities. “We chose to
have the fund undesignated so that it could be used to
support the many varied needs in the community,”
stated the Lytles.
The Ryders know and appreciate the value of trades
people and their importance to any community, “We
are interested in making sure that our hometown will
continue to flourish and create opportunities for young
people.” The object of the fund is to encourage Portage
Collegiate students to pursue commercial trades
whether it is carpentry, automotive, hairstyling or other.
The $25,000 bursary fund will generate sufficient
income to make available a minimum of $1,000 per
year for bursaries. CFPD is delighted to administer the
fund and pleased the PCI Awards Committee will select
students who work hard to establish good work ethics
and good marks.
Bob was born and raised in High Bluff and in 1969
married Barb Kelly from MacGregor. For a few years
Bob worked for Manitoba Hydro and Barb taught school
in Winnipeg. In 1972 they moved back to farm at High
Bluff. Once the children were school age Barb returned
to work and taught kindergarten at the local school.
The Lytles have taken part in all aspects of their
community. Bob has been a member and volunteered
on several farm and community committees. Barb has
also been involved in many church and community
organizations. In 1998, the Lytles were presented the
Farm Family of the Year award at the Chamber of
Commerce Agriculture Appreciation Night. They were
very pleased with this recognition.
Lifelong residents of Portage la Prairie and district,
George and Wanda raised a son, Danny (now
deceased) and two daughters, Deborah and Krista.
They have four grandchildren.
George spent his working life involved in the
automotive and recreational vehicle business – almost
half a century with Portage Chrysler, the latter portion
included Portage Toyota and Leisure Centre. For
many years he was a member of the Chrysler Dealer
Advisory Council representing the Prairie Zone. Over
the years, he has been involved with the Elk’s Lodge,
Lion’s Club and Rotary Club.
Bob and Barb have created a wonderful legacy that
will benefit the community now and in the future.
Wanda’s interests have been in the arts, she was an
early member of Sweet and Low Singers, a founding
member of: Brush and Palette Club (now Portage and
District Arts Centre), Prairie Players and Prairie Pens.
She is a published author and is co-author of Ghost
Generosity is the flower of justice.
Nathaniel Hawthorne
10
Grantmaking
Memorial gifts are a thoughtful way of honouring the
Harold Finnie, Helen Finnie, Norman Fortier, Harvey
memory of a family member, friend or colleague who
Gilbert, Mabel Grant, Gwen Burtonshaw Green, Elsie
died. Memorial gifts made to the Community Foundation
Grobb, Violet Carter Guick, Grace Hamlin, Shirley
of Portage and District Inc qualify as charitable
Hawkins, Geoffry Heal, Ray Hooper, Allan Greenberg,
donations. Donors will receive a tax receipt and the
Carrie Marie Halrest (Domes), Cliff Hawker, Wina Pratt
family of the deceased will receive a letter
Hodgson, John C. Hutton, Hilda Hyde, Laura
acknowledging the gift. This memorial gift to the
Hutchinson, William Irwin, Edith Jackson, Grethel Irving,
Community Foundation remembers that special person
F. Izzard, Trueman Johnson, W. Douglas Jones, Marilyn
each year in the Annual Report.
Kasijan, Julie Sophia Kolke, Arthur Adolph Kolke,
Delores Lachance, Helen Lee, Margaret Isabella Lyon,
Gifts in Memory 2007
Lois Lyon, Marjorie Malanchuk, F.M. (Mac) Manwaring,
Molly Cheater, Billy Oglivie, Eleanor (Moran) Rayl,
Terry Martin ,Marvin McCallister, Jessie McCartney,
Jeanne Pashe, Herb Roberts, Bill Andrich, James Arthur
John T. McCartney, H.C.(Carl) McGregor, Jane
Tooth, Eric Stanley Swaine, David Barnes, Lorne Carter,
McDougall, Cora McKenzie, Marjorie Messmer, Calvin
David Logan, Donalda Friesen, Sally Walker, Robert
Miller, Murray Moon, Helen Moran, Shane Morton, Vince
Riendeau, Don Brownridge, Ralph Rawling, Julie E.
Munro, Doug Muirhead, John Noton, Charlie T. Oliver,
Holton, Ross Knowles, Dale Wood
Fumiko Otsuji, Ila Owens, Nell Owens, Doug Palmer,
Rose Parrot, Devona Patenaude, Thelma Peterson,
Gifts in Memory 1994-2006
John Harold Poyser, Raymond Rispler, Dr. Donald Rae,
James A Andrich, Andrew Arklie, Arnold Askin, Leon
Christine Rodz, Ken Ross, Elmer Rutter, Danny Ryder,
Baart, Cliff Bagrie, Alex Balanyk, John Balanyk, Mary
Peter Rystephanuk, Alice Sanderson, Barbara K.
Balanyk, Jim Bassey, Steve Balanyk, Thomas Robert
Sanderson, Joyce Sangster, Bud Scharien, Rose Marie
Bell, Michael (Mac) Bereza, Dale Berg, Edwin Berry,
Schellenberg, William (Bill) Sherritt, Jean Sherritt,
Floyd Blight, Robert E Braden, Violet Breakey, Kenneth
Milton & Phyllis Sloik, Nellie Shirtliffe, Wally Sing, Randy
Brooking, Joan E. Brown, Alma Buchanan, Victorine
Skuce, Maurice Smith, Hans Ernest Nelson (Buster)
Buratenski, Clara Burke, Dr. W. Bilynski, Marg
Smith, Ernest E. Steeden, Cliff John Stevenson, Becky
Butterfield, Helen Pauline Cameron, Lynda Cairns,
Stewart, Marion Stewart, Marguerite Idelle Street, David
Trudy Cann, Barbara Carmichael, Joseph Carmichael,
Sullivan, Paul Szmigelski, James Taylor, William (Bill)
Ruth Caister, Andrew Cavers, Eldon Cheater, Norma
Taylor, Erwin Thompson, Kaye Thompson, Robert
Cheater, Tom and Amy Chesney, Mike Chiponski, Tony
(Ian) Thomson, Toby Trimble Sr., Krista Tully, Diane
Chiponski, Connie Christianson, Lauree Clifford, Judith
Turner, Marianne Vust, Clarence Troop, Sid Walmsley,
Cline, Merton B. Coates, Robert “Clair” Cook, James
Audrey Wilkinson, Hartley Wilson, Margaret Wilson,
Collett, Gertrude Cousins, Bradley Cress, Hattie
Helen Wishart
Crewson, Murray Crewson, Helen J. Dahl, Al Davies,
There is no cause half so sacred as the cause of
a people. There is no idea so uplifting as the
idea of the service of humanity. Woodrow
Wilson
Laurie M. Décor, Florence Davies, Karen Devine, Ted
Dezyn, Gavin Dixon, Norval Dreher, Tom Dreher, Jack
Duncan, John Dziadykewich, Olson Eikel, Luella
Evans, Ollie Eyvindson, Ralph Faurschou, George
Ferley, Brock Ferguson, Clemmence Ferris
11
Founders club 1994-1995 $1000+
Alfred & Laura Adams
(In Memoriam)
Gerald & Pat Adams
- Orion Security
& Document Services
Andy-Lynn’s Crafts
Anonymous (12 Donors)
Lou & Debbie Antonissen
Frans & Jennifer Antonissen
Hugh & Valerie Arklie
Army Navy Air Force
Veterans Unit #13
A.N.A.F. Ladies Auxiliary
Glenn & Evelyn Arnott
Assiniboine Masonic
Lodge No.7
Cliff & Doreen Bagrie
Steven & Yula Balanyk
Bank of Montreal
Bank of Nova Scotia
Roger Barrett
Steve & Joyce Bergson
Donald & Doreen Blight
Robert E., Barry & Bev,
Dale & Karen Braden
Vi & Graham Breakey
Bob & Mary Britton
Roy Cousins &
Doreen Buchanan
Canadian Imperial Bank
of Commerce
Canadian Order of
Foresters - Court
Assiniboine #4M
Canadian Tire
Associated Store
Glen & Joyce Carlson
Alston & Ruth Carmichael
Moe Cartman
Beatrice Chabot
(In Memoriam)
Christianson & Christianson
Club Snow Inc
Cobbe’s Plumbing &
Heating Ltd.
Dr. Larry & Della Cogar
Community Foundations
of Canada
Dawn Crabtree
Craig Dunn Motor City
The Daily Graphic
Delta Agriculture
Conservation Co-op
Jim & Irene Demman
Ken & Melanie Driedger
Maxine Edmondson
(In Memoriam)
Ollie & Gwynne Eyvindson
(In Memoriam of
Hon. Cal Miller Q.C.
& J.C. Miller Q.C.)
Ron & Lynne Moffit
Shaun & Mary Ellen Moran
Munro Farm Supplies Ltd.
Northside Community Club
Charles T. Oliver
Steve & Sofie Ostapowich
Nell M. Owens
Mervin Owens
(In Memory of Margaret)
Anne Pallister
Jim & Colleen Pallister
Brian & Esther Pallister
Panko’s Food Centre Ltd.
Oliver, Barbara & Jamie
Pelk (In Memory of
Mother)
Leslie & Reta Poole
Portage Agri-Sales Ltd.
(In Memory
of Floyd Blight)
Portage Alliance Church
Portage Canadian Pacific
Rail Retirement Assoc.
Portage Consumer
Co-operative Ltd.
Portage Credit Union Ltd
Portage Credit Union
Staff Club
Portage-Delta Broadcasting
Co. Ltd. (CFRY)
Portage Dodge Chrysler Ltd
Portage Industrial
Exhibition Association
Portage la Prairie Lions
Club
Portage la Prairie
Mutual Insurance Co.
Portage la Prairie
Real Estate Board Inc.
Portage Rotary Club
- Service
Portage Supermarket Ltd
Portage Toyota Inc.
Portage & Rignold
UGG Local Board
Jim & Sue Price
Project Heart Fund
Prosvita Men’s Club
of Portage la Prairie
Province of Manitoba
- R.E.D.I.
Don & Lorraine Rae
James & Linda Rennie
Robert & Myrtle Rennie
Patrick & Delnora Rice
Henry & Sheila Riendeau
Evancic Perrault Robertson
Aveyi & Anna)
Dave & Sandra Falk
Faurschou Farms Ltd.
Andy & Jody Fletcher
Frontec Corporation
Doug & Marion Fulton
Jessie Gates
Kelly & Eleanor Giffin
Jake & Dorothy Goertzen
Brian & Elaine Graham
Shirley Green
(In Memoriam)
Eileen Greenslade
(In Memory of Elmer)
Gwen Gretsinger
(In Memoriam)
Violet Carter Guick
Guinn & Simpson Co. Ltd
Herman Prior Seniors
Services Centre
Hill’s Drug Stores
Bill & Patricia Howden
Red Hughes
Gordon & Laura Hutchinson
George Ioanidis
Harry & Ilene Jackson
Stan & Vicki Johnson
(In Memory of
Frank & Winnifred)
Doug & Barbara Jones
Lorne & Cynthia Jordan
David Ringstrom
- Kentucky Fried Chicken
Mildred M Kitson
KPMG Peat
Marwick Thorne
W.H. Linden & Family
Gary & Gerry Little
Ken & Lois Lyon
Ian A. MacKenzie
Marquette Masonic
Lodge No. 21
Zane Matiation
(In Memory of Gena)
Alice Mayor
Murray & Gillian McAllister
McCain Foods Ltd.
Basil & Diane McCallister
Maud & The Late
John McCallister
Dave & Wendy McConnell
John D. McCowan
(In Memoriam)
H.C. (Carl) McGregor
Louie & Janny Mekkes
Meyers Norris Penny & Co.
Miller Pressey Selinger
Clive & Virginia Miller
(In Memory of
12
Dr. James & Joyce Ross
Royal Bank of Canada
Phyllis Rush & Doug
Maxwell (In Memory of
Tom & Irene Maxwell)
Ann & Andy Rutherford
George & Wanda Ryder
(In Memory of Danny)
Orest & Eva Shewchuk
Shewfelt’s Plumbing
& Heating Ltd.
The Shindleman Family
Bill & Edythe Simpson and
Doug & Colleen Simpson
Southport Aerospace Corp.
Frank & Eva Sissons
Stewart-Greenslade Ltd.
Dick & Freda Street
Dick & Freda Street
(Antique Auction)
Mike & Joanne Sullivan
James F. & Jack G Taylor
Frank Tecza
(In Memory of Valerie)
Thomas Sill Foundation
N.M. Tilley Realty Ltd.
Helen Jean Thomas
Dennis & Kathy Thompson
Dennis R. Thompson
(In Memoriam)
Dr. & Mrs. J.S. Thomson
Toronto Dominion Bank
Total Travel Ltd. - JoAnne
McCabe & Maxine Murray
United Commercial
Travellers No. 923
Vic Pidhirney &
Village Inn Canadians
Gilbert Vust
Jean Wallace
& sons Jim & Ward
Sandra & Angela Wallace
(In Memory of David
& John)
Western Bearing
& Auto Parts Ltd.
Westpark School
Westward Enterprises Ltd.
Westward Ford Sales Ltd.
Harold & Muriel Wright
Andrew & Aileen Young
Frances I. Young
William & Vicki Young
Mildred Zimmerman
(In Memory of Clayton)
Peter & Ella Zondervan
Professional Advisors
Gift of Appreciated Stock
Everybody wins when you make a gift of appreciated
stock to your community foundation. Your gains are
put to good use. Your gift of stock is reinvested in your
community, and it qualifies for an immediate tax credit.
How it works
- You make a gift of eligible securities directly to your
community foundation.
- Your gift can be placed into any of ourcharitable funds
in your name, in the name of your family or business,
or in honour of any person or organization you
choose. For example, you can use your gift to create
a Designated Fund or a Donor Advised Fund. Or you
can establish an Unrestricted Fund so your gift can
respond to the most pressing community needs.
- Your gift qualifies for a tax credit and you avoid
the capital gains tax that would otherwise arise from
the sale of this stock.
April 26, 2007
- We handle all the administrative details.
Estate Planning for Your Future is a community initiative
hosted by the Community Foundation of Portage and
District Inc. in partnership with the Central Bar
Association. Members generously donate their time and
expertise to present estate planning information sessions
as a public service. Participating firms are: Stevenson &
Desrochers Law Corporation, Kreklewich & Kinnear LLP,
and Christianson Christianson Jones Law Corporation.
- Your gift can be placed into an endowment that is
invested over time. Earnings from your fund are used
to make grants addressing community needs. Your
gift and all future earnings from your gift - is a permanent source of community capital, helping to do good
work forever.
These organizations are routinely involved with matters
related to Wills and identified a community need to
provide information and education about Wills.
Professionals practicing in this area advised around 60
individuals on what a Will can do, why you need a Will
and how to get started. The two sessions held at the
Herman Prior Senior Centre provided information on
how to provide for your family and support causes close
to your heart.
Community foundations provide a simple, powerful,
and highly personal approach to giving. We offer a
variety of giving tools to help people achieve their goals.
You can make a gift of cash, stocks, bonds, real estate
or other assets to your community foundation. Most
charitable gifts qualify for maximum tax advantage
under federal law. For more information and ideas on
ways to integrate your financial planning with charitable
giving, ask your financial advisor or contact your
community foundation.
The professional advisor plays a singularly important
role in helping the client create and realize a personal
philanthropic vision. Community foundations facilitate
philanthropy through the ways in which they partner
with donors in supporting community activity. These
two actors, professional advisors and community
foundations, can enhance their relationships with
donors by making the most of the tools and information
available.
Exert from the Professional Advisors e-Resource of
Community Foundations of Canada.
13
Grantmaking
By Joyce Dalmyn
In 2007 CFPD was privileged to award $25,140 of
matching funds in addition to $46,134 of regular grants.
CFPD had the opportunity to grant in excess of $55,000
of flow through funding that was refunded by Youth for
Christ. As a result of a windfall to our Administrative
fund, the Board also granted a further $61,000. The net
total granted in 2007 was $191,415.
Our largest grant this year was $50,000 to the new
multiplex. As the multiplex will benefit the entire
community (children, youths, families, seniors),
CFPD wanted to be part of it!
Another significant grant was $10,000 to the Young
Parents Resource Centre towards the new Family
Resource Centre. Renovations are underway to
transform the former Duffield and Duffield location on
Tupper Street North into an open and friendly centre for
families.
Donation to Portage Recreation Committee for the
multiplex. In the picture are: Brian Gilbert, Reeve Toby
Trimble, Mayor Ken Brennan, Warren Neufeld and Ernie
Shwaluk
Most of the grants in 2007 are really health, fitness and
well-being based. Funds were granted to the Herman
Prior Centre to purchase fitness equipment. Trinity
Nursery School received funds to purchase materials to
fence their yard and build a storage shed for equipment,
so the children can safely play outside. (The parents
group will be providing the labour). The fund-raising
efforts in Oakville for much needed new community
playground equipment received a boost. Portage
Handivan received the necessary funds to complete their
fundraising effort for a new van in Portage.
The University Women’s Club has been creating
beautiful story-sacks (containing books, toys, crafts, and
games) to encourage children and families to read. A
grant will assist to purchase the materials. The Portage
Family Abuse Prevention Centre received a grant to
upgrade their communications equipment. They also
received a separate grant to purchase quilting materials
so that volunteers can create security blankets for each
and every child who comes into the shelter. The gift of a
blanket to a child can help to create some security after
the upheaval of fleeing a violent home!
Renovations to CPR station - paint & washrooms
Funds have been granted towards the building of indoor
(and wheelchair accessible) washrooms at the CPR
Station (plus a further grant towards painting the
building). CFPD agreed that this is a very necessary
allocation of funds.
Tupper Street Family Resource Centre: Heather Leeman,
Young Parents Resource Centre; Dawn Froese, Big
Brothers Big Sisters and Kathleen Jones, Child and Family
Services
14
Grantmaking
CFPD was happy to assist a number of groups who
make life better in Portage, especially for those in need
of a friendly face or a hot meal. There will be a new
sink at Prairie Welcome House, a new commercial
range at the Herman Prior Centre, and new freezers
(and chairs) at the Portage Soup Kitchen.
Two new projects that CFPD contributed to are of much
interest. The first is the payment of the annual licence
fee for the Image Canada Directory at the Portage la
Prairie Regional Library. Accessible to anyone using
the Library, the Directory is a source to access grants
from any source in Canada. We hope that all of our
Grant applicants and recipients are accessing the
directory to find all of the sources of funding for their
particular project. The Library staff is able to sign you
onto one of their computers, and give you a little bit of
direction.
Ramsy Unrah receives grant for Oakville School
The second is a grant to the Portage Community
Network to assist with a needs assessment of the
community. In conjunction with government funding for
the Neighbourhoods Alive initiative in Portage, great
things will be happening to revitalize our community.
One of the centre pieces of our community will be the
PCI Plaza, which also received some funding this year.
The balance of the grants funds were spent on
football equipment (PCI), lab and student residence
refurbishment (Delta Marsh Field Station), carrying
cases for foster pets (PAWS), ballasts and lighting at the
Glesby Centre (Portage Community Centre), and a
digital scanner (Portage Regional Library).
Cheryl Barker inspects the new commercial range for
Herman Prior Senior Centre kitchen
A very dedicated and diligent Youth in Philanthropy
Group worked hard to grants the funds allocated to
them in a responsible and conscientious manner. We
are glad that they are part of our community and
recognize that our future is in capable hands!
Thank-you Portage and District for allowing us the
opportunity to both research and respond to a variety of
needs in the community! A big thank-you also to the
dedicated community volunteers (Beth Trimble, Denys
Marion and Rosalind Merrick) who did a great and
thoughtful job on the Grants Committee for the past two
years.
Portage and District can be proud – you are building a
better community one dollar at a time!
Percy Gregoire Voskamp and Evelyn Braun received
two grants for the Library
15
Grantmaking
Regular Grants
Delta Marsh University Field Station
towards new lab and student residence
Herman Prior Senior Centre
fitness equipment
new commercial range
McKenzie United Church
wheelchair accessible washrooms
in church hall
Oakville Community Club Inc
tractor for park
Portage & District Arts Council
ArtsSmarts program
Portage Collegiate Institute/ Portage
School Division - football equipment
Portage Community Centre Inc.
new lighting system
Portage Family Abuse Prevention Centre
Christmas gifts for Centre from Tom Sill Gift
in Kind Program
security quilts for kids
Portage la Prairie Heritage Inc.
to paint outside of CPR station
wheelchair accessible washrooms
Portage la Prairie Regional Library
license for Imagine Canada Directory
toward purchase of digital scanner
Portage la Prairie School Division
toward building PCI Plaza
Trinity Nursery School
fencing and storage shed
University Women’s Club/Arts Centre
supplies for Storysack project
Young Parents Resource Centre/ Big
Brothers Big Sisters - for renovations
to new Family Resource Centre
Subtotal
Annual Awards
Allan Greenberg Memorial Fund
Portage Plains United Way
James Culbert Fund
Heart and Stroke Foundation
Lions Prairie manor Foundation
Portage District Hospital Foundation
The Lung Association of Manitoba
AMHS Farewell Bursary
assists a student continuing his or her
education - Bobbi Yaremchuk
Alice Mayor Bursary Fund
assist one students pursuing post secondary education - Krista Weir
H. C. (Carl) McGregor Bursaries
assists 4 students pursuing careers in
agriculture. PCI - Ruth Stewart, Keirston
Moman, Neepawa Area Collegiate - Cara
MacDonald, MacGregor High School Lindsay Marchant
Maxine Edmondson Award
Karen Handford Bursary
Student pursing nursing - Robyn Halliday
Dr. Donald William Rae Memorial
Scholarship - to assist a student
pursuing Nursing career - Ashley Enns
Charlie Oliver 4-H Watch Awards
outstanding achievement. - Tim Davey,
Carley Hamilton
Orest and Eva Shewchuk Bursary
Assist student pursuing education
- Tracy Fingas
Elma Slack Bursary Fund
to assist a student who must relocate to
continue his or her education
- Sydney Gilbert
Krista Tully Memorial Bursary
Female student pursuing education in
technology or science - Jamal Houre
Portage Collegiate Alumni Fund
Portage Centennial School Spirit
- Chris Ward
PCI Centennial Scholarship Award
- Carley Hamilton
PCI Citizenship Awards
- Chris Ward, Tara Krzysztofik
Youth in Philanthropy Program
Subtotal
$5,000
$10,000
$6,000
$3,000
$2,000
$15,000
$5,000
$4,500
$212
$2,500
$4,000
$10,000
$750
$8,000
Community Match Challenge
Portage Animal Welfare Society
carriers, leashes, etc
Oakville School/School Division
towards playground equipment
Portage la Prairie Handivan Inc
toward new vehicle
Portage Family Abuse Prevention Centre
new communications system
Portage la Prairie School Division
Toward building PCI Plaza
Soup Kitchen/First Presbyterian
25 new chairs
Prairie Welcome House/Good Shepherd
Parish – new sink
Portage Community Network/Young
Parents Resource Centre
Social Planning Study
Sub Total
$225
$4,000
$750
$10,000
$90,937
$350
$1,050
$1,050
$1,050
$1,050
Other
Oakville School/School Division
toward playground equipment
Soup Kitchen/ First Presbyterian
two new freezers
Portage la Prairie School Division
toward building PCI Plaza
City of Portage la Prairie
Recreational Multiplex
Sub Total
$375
$450
Total
$3,200
$500
$250
16
$1,000
$342
$250
$900
$378
$1,000
$1,000
$2,000
$5,000
$21,195
$1,000
$3,107
$7,500
$3,700
$5,000
$1,300
$533
$3,000
$25,140
$1,893
$1,100
$1,150
$50,000
$54,143
$191,415
Youth in Philanthropy
2006 - 2007
Two members received awards in the past year:
- Anneliese Schoppe was named the City’s Youth
Volunteer in July of 2006, for work she did through
Youth in Philanthropy and other endeavours.
- Ember Rodgers received the Manitoba Association of
School Trustees Volunteerism Award this year in
March; Youth in Philanthropy is one of the myriad
activities Ember was involved in.
List of Grants Awarded
Portage Soup Kitchen
- for food and equipment
Teens Against Drinking and Driving
/Portage la Prairie School Division
- information cards
Portage Hospital Foundation
- elders’ activity program
- CDs and games
MS Society
- office furniture
Prairie Welcome House
- emergency assistance to visitors
Kozy Korner
- fans, brooms, and wiring for
a new outlet for fridge
Alzheimer Society
- office equipment
Canadian Mental Health Association
- pamphlets and books
Central Plains Cancer Care Services
- educational videos for schools
Portage Animal Welfare Society
- supplies to be used by foster
care homes
Sunset Palliative Care
- send to camp children who have
recently lost a parent
Child & Family Services
- Chance to Camp program
PCI AIDS education /School Division
- sponsor students to attend an
AIDS conference in Brandon with
Stephen Lewis as guest speaker
Total
PCI Youth Advisory Committee
Standing, L-R: Tyrone Krawetz, Lisa Upward, Becky Rud,
Nicole Lacroix, Ember Rodgers, Janelle Campbell Sitting:
Madeleine Dolby, Araceli Rangel-Diaz
This year has been an educational experience for us.
Because of the amalgamation of Arthur Meighen and
Portage Collegiate, we had more money to distribute to
charitable organizations throughout Portage la Prairie. As
a result the grant money has been spread more evenly
rather than one group receiving two grants.
We have learned how to use values to make decisions
about grants. The values determined at the beginning of
the year are: quality of life, beautification and protecting
the environment, animal welfare, health and education.
We learned how to work together to better our
community. We feel honored to be able to give out these
grants; it was rewarding seeing that we could make a
difference.
Over the summer, we completed two grant projects
through the Heritage Canada pilot grants program. One
was a memorial park at the former Arthur Meighen High
School; this project was carried out by Anneliese
Schoppe and her family. The other was an Appreciation
Day, organized by Lisa Upward, and carried out by Lisa,
Becky Rud, Melissa Doan, and Araceli Rangel-Diaz. The
girls took flowers to patients of the Portage Hospital,
Douglas Campbell Lodge, and Lions Prairie Manor, and
visited with the recipients. As well, toys were given out at
parks, a housing development in the north end and to the
Habitat for Humanity home.
$450
$200
$450
$450
$500
$300
$450
$450
$450
$250
$450
$100
$500
$5,000
If you can't feed a hundred people, then feed
just one. Mother Teresa
17
ArtsSmarts Portage
For the past nine years, Karen Braden, CFPD’s
Executive Director, and John Rennie, Curriculum
Coordinator for the Portage School Division, jointly
managed the Portage ArtsSmarts program. Teachers
and artists worked together to bring curricula alive and
thousands of school-aged children experienced
learning through the arts.
Donations received by CFPD prior
to September 1, 2007
Portage School Division*
Duke Andrich and Susan Ryan
Karen Braden*
Yvette Cuthbert*
Elm River Colony
Dave and Sandra Falk*
Good Hope Colony
Laurinda Larson
Danny Maxwell
Leta Owens
Portage McKenzie Funeral Chapel*
Portage la Prairie Mutual
Insurance Company*
Portage Lions Club
Rhonda Schofield
Sharon Tessier
Westroc Colony
Total
The J.W. McConnell Family Foundation initiated
ArtsSmarts in 1998 and CFPD became one of the first
seven partners across Canada to launch the program.
The McConnell Foundation was looking for a small
community that had a community foundation and an
arts council and Portage fit the criteria. Over $510,000
came to Portage for the program and $415,000 went
to fund 285 projects in schools and community places.
For the last three years, the major challenge for the
ArtsSmarts Committee was to secure funding and
sustainability for the program. CFPD is delighted that
the Portage and District Arts Council stepped up to the
plate and in September 2007, took over CFPD's part in
administering the program with the School Division.
20,000
20,000
50
100
100
100
100
100
2,000
2,000
500
500
60
60
50
50
100
100
100
100
1,000
1,000
50
100
100
100
100
100
50
50
500
500
$24,810
$24,810
Donation received by the Arts Council
100
Jean Armstrong
300
Century 21 Andrich Reality
300
250
Roberta Christianson*
250
Portage Lions Club
100100
2,000
Portage Credit Union*
2,000
500
Portage Consumers Co-op
500
2,500
RBC Financial
2,500
100
John and Sharon Rennie*
100
300
Southport Aerospace
300
100
Sandra Wallace*
100
15,000
CFPD*
15,000
5,000
Canadian Education Association
5,000
$26,150
Total
$26,150
Multi-year donors*
CFPD is confident ArtsSmarts is in good hands. To
show its support CFPD’s President Ernie Shwaluk
presented a cheque for $15,000 from its regular
grantmaking program for the 2007/2008 ArtsSmarts
program. CFPD also pledged $2,500 per year for the
next 4 years. The annual budget for the program is
$40,000; so each year the ArtsSmarts Committee will
approach the community for financial support.
The Portage School Division has financially supported
the program for the past three years by injecting
$20,000 per year. The Division sees much value in the
program and pledged to continue their support for
another five years.
Community individuals and business have generously
donated over $10,000 for this year’s program and some
have pledged support for up to five years.
The Canadian Education Association provided $5,000
for transition support for administration and may
continue its support for another two years. Funding for
the transition is provided by the J.W. McConnell Family
Foundation.
Photo courtesy of The Daily Graphic
Art is science made clear.
Wilson Mizne
Jean Armstrong and John Rennie oversee the presentation
of a cheque for $15,000 from CFPD’s President Ernie
Shwaluk to Portage and District Arts Council President
Roberta Christianson
18
Auditors’ Report
To the Members of the Board
We have audited the Endowment Fund, Operating Fund and ArtsSmarts Program Fund statements of
financial position of Community Foundation of Portage and District Inc. as at December 31, 2007 and the
statements of operations of the Endowment Fund, Operating Fund and ArtsSmarts Program Fund and the
statement of changes in net assets for the year then ended. These financial statements are the responsibility
of the Organization’s management. Our responsibility is to express an opinion on these financial statements
based on our audit.
We conducted our audit in accordance with Canadian generally accepted auditing standards. Those
standards require that we plan and perform an audit to obtain reasonable assurance whether the financial
statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the
accounting principles used and significant estimates made by management, as well as evaluating the overall
financial statement presentation.
In our opinion, these financial statements present fairly, in all material respects, the financial position of the
Organization as at December 31, 2007 and the results of its operations for the year then ended in accordance with Canadian generally accepted accounting principles.
Portage la Prairie, Manitoba
April 4, 2008
Chartered Accountants
14 Tupper Street South, Portage la Prairie, Manitoba, R1N 1W6, Phone: (204) 239-6117
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Community as your Beneficiary
Life insurance provides a simple way for you to give a
significant gift to charity, with tax benefits that you can
enjoy during your lifetime.
Making a charitable gift of real estate through your
community foundation can help you turn your property
gains into community good. The value of your real
estate may exceed that of any other asset you own.
With the help of your community foundation, you can
use it to fulfill your charitable interests and receive
financial and tax benefits.
How it works
- You make your local community foundation the owner
and irrevocable beneficiary of your life insurance
policy– you can either give a paid-up policy or
continue to pay premiums.
How it works
- You identify real estate property that you would like to
give; an appraisal will help you establish its estimated
market value.
- We assess the real estate for compliance with our
acceptance policies and gather appropriate
documentation.
- You receive a tax credit for the fair market value of
your policy. If the policy is paid up, you may receive
an immediate tax credit. If it is not, you can claim
continuing tax credits on premium payments you
make directly or through gifts to the community
foundation.
- You may choose to give real estate outright or retain
the use of the property during your lifetime and make
a planned gift to your community foundation.
- Upon your death, we set up a special fund in your
name, in the name of your family, or in honour of any
person or organization you choose.
- Your gift qualifies for a tax credit based on its full
market value and we handle all the administrative
details.
- Our staff considers your charitable wishes and
determines the community needs that would benefit
the most through grants from your gift.
- Your gift can be placed in any of our charitable funds.
For example, you can use your gift to create a Donor
Advised Fund in your name, in the name of your
family or business, or in honour of any person or
organization you choose. Or you can establish an
Unrestricted Fund so your gift can respond to the
most pressing community needs.
- Our board issues grants in the name of your fund (if
you prefer, your awards can be made anonymously).
- We handle all the administrative details.
- Your gift is placed into an endowment that is invested
over time. Earnings from your fund are used to make
grants addressing community needs. Your gift — and
all future earnings from your gift — is a permanent
source of community capital, helping to do good work
forever.
More benefits
A gift of real estate releases potential that has been tied
up for years enables you to make a bigger charitable
difference than you may have thought possible, helps
you avoid estate taxes, and minimizes or eliminates
burden placed on your heirs. Charitable gifts of real
estate range from personal residences and vacation
homes to rental properties, farmland, and commercially
developed land.
More benefits
Giving life insurance through your community foundation is one of the simplest ways to make a significant
contribution to your community and establish your legacy of giving. You can make a gift when life insurance is
no longer needed for personal financial wealth replacement. You may receive a number of tax benefits, including reduced income taxes and estate taxes. And, if you
choose to continue paying premiums through your community foundation, you will be entitled to tax credits.
You may choose to give real estate outright and receive
an immediate tax credit or retain the use of the property
during your lifetime and make a planned gift to your
community foundation. You may also choose to convert
real estate into a stream of income for the rest of your
life by establishing a Charitable Remainder Trust with
the community foundation. Doing this lets you transform
a low-yield asset into a higher-yield, income-producing
asset and claim a tax credit for the charitable portion of
the gift.
Exert from the Professional Advisors e-Resource of
Community Foundations of Canada
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The Community Foundation of Portage and District Inc.
extends its appreciation to our sponsors for their generous
support in the production of this report.
Hill's Drug Store
Ken
Marek
Hill's Clinic Pharmacy
Beverly
Phillips
Brent Gilbert
Rhonda
Kitchen
George Miller
Investors Matching Gift Program and
Wendy McConnell
Gifts in Kind
CFPD is serviced through the home office of our Executive Director. Our Board and Committee meetings are held
in different boardrooms in the City. We appreciate and thank the following for their generosity:
• Portage & Distric Arts Centre for housing our monthly Board meetings from January to September 2007 and
accommodating the ArtsSmarts Advisory Committee meetings from January to June 2007
• BDO Dunwoody LLP for our monthly meetings from October to December 2007
• Rural Municipality of Portage la Prairie for providing space for our grants committee meetings