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Edmonton Community Foundation 2010 Annual Report

Edmonton Community Foundation - 2010 Annual Report

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ECF Annual Report - 2010

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Page 1: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation 2010 Annual Report

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Page 2: Edmonton Community Foundation - 2010 Annual Report

Mission Edmonton Community Foundation exists to help the people of Edmonton and area by encouraging philanthropy and funding charitable activities.Through contributions from donors, the Foundation assembles and administers permanent pools of capital so the returns can be perpetually reinvested in our community. The Foundation complements and supports other charitable agencies.

Vision21st century vision for Edmonton Community Foundation:• Trustedbydonorsasthefirstchoiceto

create endowments• Recognizedbycharitiesastheprimary

source for grants that meet community needs, enrich people’s lives and build an enduring legacy of positive change

• Acknowledgedbycommunityleadersasthe right place for innovative and prudent investments in Edmonton’s future.

ValuesEdmonton Community Foundation values:• Itsrelationshipswiththecommunity

including donors, grantees, volunteers and staff

• Itsroleasacatalystforbuildingandstrengthening our community

• Theintegrity,autonomyandindependence of others

• Openness,honesty,accessibility,fairness and mutual respect

• Communityleadership,visionarythinkingandinnovation

• Fiscalprudencethroughefficientandstrategic practices.

Page 3: Edmonton Community Foundation - 2010 Annual Report

Making Connections…

Table of Contents

Report from the Chair and CEO 2 Gifts Planned for the Future 5 Funds, Grants and Disbursements 20 Financial Highlights and Reports 41 Donors 46 Volunteers 50 Staff 51 Board of Directors 52

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 1

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2 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Our theme this year is “connections.” The annual report shows how we connect donors’ passions with challenges and opportunities in our community. Edmonton Community Foundation is more than simply a repository for charitable gifts; it is also a source for careful research, good ideas and strong action.

ECF strives to assist donors meet their philanthropic goals and help local charities address ever-changing needs in our community. Toward that end, we have initiated a number of programs and partnerships. For example, the Community Investment Partnership informs donors (through a convenient booklet and staff consultation) about exciting projects that require funding. Community Scholarships help tackle the skills shortage in the non-profit sector. To help charities begin and grow their own endowments,

we have continued both the Endowment Sustainability Program and Legacy Partnership.

The Social Enterprise Fund connects social entrepreneurs and non-profit organizations with innovative, flexible financing and solid business advice. Several new social enterprises are now serving the community as a result.

The work of ECF’s investment committee connects donors’ funds with a prudent financial investment strategy. In 2010, despite the sluggish economic recovery, Foundation assets grew to more than $276 million, with a return on investment of 8.68% (net of average fees). Donors continued to show their trust in ECF with more than $18 million in new contributions in 2010. We were also notified of dozens of estate plans that included ECF.

Report from the Chair & Chief Executive Officer

2 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 5: Edmonton Community Foundation - 2010 Annual Report

The summarized financials are on Page 44 of this report and you can view the entire consolidated financial statements on our website at www.ecfoundation.org.

We continue to build and maintain strong connections to local and regional charities through the Community Grants Program – again accepting applications and making grants. Several exciting community projects were awarded funds in 2010. Foundation Directed Initiatives support many on-going, collaborative initiatives with our funding partners.

Another connection to the community is through the work of the Board of Directors. Their sound judgement, good advice and generous time

commitment benefit the Foundation and the whole community. This year we say good bye to three departing Directors. Joanne Beaton and Melissa Field have completed their six-year terms and Hussein Kanji is relocating his family to Vancouver to pursue a professional opportunity. We thank them for their many contributions and wish them well.

The ribbon that runs through the annual report is a fitting symbol – flowing from page to page, linking donors, charities and endless possibilities. We thank you for your continued support – helping make these crucial connections.

Penny Omell Martin Garber–Conrad Chair Chief Executive Officer

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 3

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4 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Edmonton Community Foundation works closely with donors to create endowment funds that reflect their charitable interests. The Foundation now holds over 650 endowed funds that support an array of charitable causes that benefit arts, culture & heritage, recreation & leisure, education & learning, social & community services, health & wellness and the environment.

Donors to the Foundation know that their gifts will be carefully invested and they trust us to provide prudent stewardship of their endowments. There are a number of ways for donors to make gifts to the Foundation including gifts to existing funds or the creation of named funds. Gifts can be cash, publicly traded securities, bequests, life insurance policies or other assets.

Gifts can also be made through the General Community Fund, a discretionary fund established to allow the Foundation to respond to evolving needs. Soon this fund will have provided more than the total amount in gifts to the fund – over $10 million. Throughout the years the Foundation’s Board of Directors and advisory committees have been able to put donor dollars to good use for emerging community priorities. Early investment in charitable organizations has helped build some of our most valued community assets such as Big Brothers Big Sisters Society of Edmonton, the Citadel Theatre and the Bissell Centre.

This is the power of endowment – building funds over time so that gifts can continue to benefit our community and fulfill donors’ philanthropic dreams forever.

The Power of Endowment

4 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 7: Edmonton Community Foundation - 2010 Annual Report

Gifts Planned for the Future

We thank the many generous donors who have planned gifts that will create or add to endowment funds at a future date – gifts such as those made in wills or through life insurance or other estate planning tools.

When Edmonton Community Foundation is aware of these plans, we have the opportunity to put documents in place to ensure we understand how we are to use the funds in a way that brings each donor the greatest meaning and personal satisfaction.

Thank you to the following donors for indicating they have made such a future gift.

Anonymous

Paul & Carol Arnold-Schutta

Patricia Babet

Diana M. Bacon

Geoff Ball & Amanda Newton

R.C. (Reg) Basken

Vaughn & Tammy Beakhouse

June Block

Barbara Bowman

Doris Boychuk

Michael Bull & Family

Nora Bumanis

Irene Carter

Ross & Muriel Cheriton

Sylvia & Jack Chetner

John Choi

Richard C. Clayton

R. Earl Clements

Bert & Joyce Cook

John Corbett

Jean & Barbara Crepin

Carla Cumming Sojonky & Frank Sojonky

Peter Cunliffe

Helen Davies

Elly de Jongh

Anne Marie Decore

Randy Diamond

David Dickinson & Colette Mandin

Dolores Dilkie

Dennis Dixon

Elaina Dorsey

Pat Eidem

Audrey Eikeland

Leta Gene Eisert

Diann Etter

Terry & Vicki Fannon

Pamela Farmer

Malcolm & Avau Fast

Keith Ferguson

Jean Fitzsimmons

Terry Fuga & Carol Watson

Robert Gellatly

Jaima Geller

Ken & Ruth Genge

Karen Good

Donna Gordon

Ron Gorgichuk

Sarah & Martin Gouin

L. Neil Gower

Brian Haliburton

Kevin & Rita Hanniman

Lenore Hanson

Francia Harvonen

Kathryn Hawkesworth

L. Dawn Hawley

Brian & Jeanne Hetherington

Don Hight & Karen Iversen

Margaret Hiller

Jane Hopkinson

Don Howden & Jane Squire Howden

Warren Hurt

Garnet Ireland

Clare & Tammy Irwin

Mark Ulrich Jensen

David & Karen Jeu

Sarah Johnston

Leah Joys

Herbert Junker

Scott & Lorraine Keast

Ann Kendall

Pat Kirby

Anne Kirkpatrick & Geoffrey King

Larry & Kathy Klaus

Miles Kohan & Annu Kaul-Kohan

Eugene Kozak & Loretta Van Brabant

Phillip Frank Lambert

David & Joan Laurie

Barbara Leah

Bill Lee

Morris & Doreen Lepine

Dyann Lewis

Debra Lieberman

Dan & Laura-Lee Linehan

Peg Linton

Allan & Donna Lundell

Jim MacLean

William, Mufty, Kyle & Kory Mathewson

Lilian McEwen

Letha McKee

Bob & Bev McNally

John McPherson

Robert & Kathryn Merrett

Ron & Lynn Odynski

Al & Fran Olson

Esther Ondrack

Dianne Osback

Vital & Colleen Ouellette

Lucy & Larry Pana

Darwin G. Pearson

Louise Perkins

Doris Tanner Pimm

Karen Platten

David & Cheryl Porter

Dan Post

Nancy Power

Monica Prelusky & Don Onischak

Gordon Prest

Josh Ramsbottom & Shannon Zwicker

L.J. (Larry) Ricard

Gene Robb

Archie & Elaine Roberts

Era Rowles

Maria T. Schneider

Wally & Rosanna Sczebel

Albin J.E. Shanley

Hal Simonson

Jerome Slavik

Lois Sorgen

Peter Sorrell

Audrey Stechynsky

Alex Stephens

David Earl Stewart

Craig & Mark Stumpf-Allen

Thomas Summers

Dree Thomson-Diamond

Olive Thorne

Darryl Trueman

Constance Unsworth & Marshall Palichuk

John & Andrea Wallin

Joseph & Wadona Walsh

Jack & Marjorie Watson

Marguerite Webb

Eileen Werner

Peter & Anne Wightman

Ian & Betty Jean Willing

Sam Wong

C. J. Woods, FCA

Don & Leona Yez

Linda M. Youell

John & Olivia Young

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 5

Page 8: Edmonton Community Foundation - 2010 Annual Report

The two posters are adorned with doves and contain the names of many of the world’s faith traditions and the expressions of peace that each holds. The posters were produced by the Edmonton Interfaith Centre for Education & Action to promote peace, harmony and understanding – the work they’ve been doing since being founded in 1995.

The Centre is an example of a small organization that established an endowment fund at Edmonton Community Foundation (ECF). That experience led to another success – a second endowment fund that made the poster project possible.

“We decided to start the fund after learning about the ECF at one of our lunch and learn sessions,” says Netta Phillet, the Centre’s coordinator and sole staff member. “We felt the fund would be a good way to ensure the Centre’s future financial stability.”

Netta, along with other committed Centre volunteers, attended the Endowment Sustainability Program workshops facilitated by ECF staff and was pleased with the information provided. “The workshops were not just about how to set up a fund, but offered helpful information on whom to approach to support the fund and practical tips on the ways of giving such as will intentions and bequests.”

The Centre’s message of harmony, diversity and inclusion is one they continually promote through programs and activities such as lectures, prayer services and interfaith dialogues. A partnership with the City of Edmonton sees the Centre maintain a rotating display at city hall called Celebrating Our Faiths. They also participate in International Day for Elimination of Racial Discrimination and the Parliaments of the World’s Religions.

“Diversity is a strength,” Netta says. This is a sentiment that the Centre wants to continue to foster.

ENDOWMENT SUSTAINABILITY PROGRAM

Through the Endowment Sustainability Program, ECF helps connect charities with the information they need to successfully grow their endowment funds. The program consists of five half-day workshops for the many charities that do not have the capacity to dedicate a full-time staff member to endowment building. The program takes them through the fundamentals of endowments plus training and coaching to build permanent ongoing support.

Connecting small organizations with a sustainable future

6 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 9: Edmonton Community Foundation - 2010 Annual Report

Netta Phillet at the McKay Avenue School

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 7

Page 10: Edmonton Community Foundation - 2010 Annual Report

8 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Brad Pickford at the Armoury Youth Centre

8 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 11: Edmonton Community Foundation - 2010 Annual Report

Brad Pickford is committed to a career in the non-profit sector. After working for the Youth Emergency Shelter Society (YESS), first as front line worker, supervisor and now a mid-manager, he decided to go back to school to complete a bachelor degree – an accomplishment he hopes will improve his career path and allow him to move into a more senior position.

As he began to research possible awards and scholarships to offset the cost of a university education he quickly realized that funding options for prospective students who also work full time are rare. With a wife and young child, Brad was not in a position to give up his job.

Despite the financial obstacle, Brad decided to take the plunge, so he took out a student line of credit and enrolled in Grant MacEwan University’s Bachelor of Child & Youth Care program.

He did find one important award program to apply for – ECF’s Community Scholarships. “It was so meaningful when I heard I was awarded a scholarship from ECF,” said Brad. “The program was very flexible in its assessment of financial need – realizing you can be in need even if you have a job.” The scholarship doesn’t cover all of Brad’s costs, but certainly helps decrease his debt load.

YESS is very supportive of his return to school, allowing him some time off to get to class. With a diploma of child & youth care that he completed 10 years ago, he only has two years to go to complete the bachelor program. It could be a long two years, he admits, but he hopes it will be worth it. “I’m challenging myself every day, and I’m learning new approaches, theories and best practices in my field and creative ways to respond to the changing needs of the kids.”

The education will not only benefit Brad but also the non-profit organization that employs him.

COMMUNITY SCHOLARSHIPS

Edmonton Community Foundation recognized that the non-profit sector faces real human resources challenges, so it established the Community Scholarships to help connect individuals involved in community work with access to skills development they need to contribute to the non-profit sector. The scholarships are awarded to help students with the costs of post-secondary education and to address emerging community priorities.

Connecting educational opportunities with non-profit needs

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 9

Page 12: Edmonton Community Foundation - 2010 Annual Report

Every week hundreds of Edmonton and area residents take delivery of coolers filled with locally grown seasonal produce and gourmet products made right here in our community. The blue and red coolers are distributed to customers of The Good Food Box – one of the initiatives of Live Local Alberta, a non-profit organization that is all about supporting the local economy.

Independent business owner and restauranteur Jessie Radies is passionate about the importance of a strong local economy and was involved for many years with Original Fare – an effort to encourage dining at independent restaurants. “I really wanted to expand the message from just dining at local restaurants to supporting local producers and shop owners” says Jessie. The problem was how to get the idea of Live Local off the ground. That’s where the Social Enterprise Fund came in.

The SEF not only provided a loan, but the business and legal advice needed to set up the organization. Now, Live Local has built relationships with local food producers, has a warehouse to operate from, employs several staff and is involved in promoting other local businesses and restaurants through Shop Local, Eat Local and Dine Local. It also supports small business owners with human resources issues through the Work Local program.

“A diverse and healthy local economy benefits everyone,” explains Jessie. “Small businesses provide jobs and the money stays right here. Many successful business owners are also philanthropists – giving back to the community by supporting charities.”

SOCIAL ENTERPRISE FUND

Edmonton Community Foundation continually expands the scope of its philanthropic mission by partnering on innovative community projects. The SEF was created to provide limited bridge financing to supportive and affordable housing initiatives and to spark and finance social enterprise. Social enterprise is a sustainable business model created to meet social, environmental and economic challenges in Edmonton. In its work, the SEF supports non-profit organizations and social entrepreneurs as they move toward launching their ideas.

Investors in the SEF include the City of Edmonton, United Way of the Alberta Capital Region, Alberta Real Estate Foundation and ECF.

Connecting with the entrepreneurial spirit

10 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 13: Edmonton Community Foundation - 2010 Annual Report

Jessie Radies at The Good Food Box Warehouse

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 11

Page 14: Edmonton Community Foundation - 2010 Annual Report

Karmen Masson at Suit Yourself

12 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 15: Edmonton Community Foundation - 2010 Annual Report

In high end clothing boutiques, personalized service is the norm. Knowledgeable sales staff help each customer select a wardrobe best suited to her needs and style. This is the model for Suit Yourself. The mandate of this small non-profit is to provide good quality business clothes, free of charge, to women who have found themselves in disadvantaged circumstances. Rather than a department store atmosphere, where customers rummage through racks and bins, Suit Yourself offers private, one-on-one assistance to clients.

Karmen Masson is the founder and executive director of Suit Yourself. She wanted to help women going through some tough times be confident as they transition back to the workforce or face that looming job interview. Clients are referred by social service agencies and the organization relies on donations of clothing and accessories to provide the women with a professional wardrobe.

After several years operating out of a classroom in a former school, the organization moved to a storefront location that was more accessible for their donors and

clients and better fit their concept of the boutique experience. With demand for the service increasing and the volume of donations overwhelming the small space, it became clear that their storefront location was not adequate. So, in 2010, the organization made a request to Edmonton Community Foundation for one year funding for an expansion project. The funding they received will allow them to secure extra storage space for donations and build a small private office for meetings. The expansion also allows them to accommodate the increased interest in volunteer opportunities.

The grant came at a crucial time. With the funding for the expansion in place they now have some breathing room to seek out other funding sources to help sustain the valuable service they provide to their clients.

“Suit Yourself is not just about providing a good wardrobe,” explains Karmen. “It’s about instilling self-confidence and giving encouragement to women who have faced some struggles and are looking for a new start. We now have the room to continue this.”

COMMUNITY GRANTS PROGRAM

The original founders of Edmonton Community Foundation (ECF) had the wisdom and foresight to realize the value of having a fund that would allow ECF to remain flexible to emerging community needs. The General Community Fund is discretionary and was established to ensure that any pressing community issues could be addressed through the Community Grants Program.

Connecting with immediate community needs

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 13

Page 16: Edmonton Community Foundation - 2010 Annual Report

Anyone who works in the non-profit/voluntary sector understands that finding affordable space is always a challenge. With the assistance of funding through the Foundation Directed Initiatives program, the Edmonton Chamber of Voluntary Organizations (ECVO) was able to collaborate with Arts Habitat Association of Edmonton, Multicultural Coalition for Equity in Health and Wellbeing and the City of Edmonton to develop a website to connect non-profit agencies with lease space.

www.edmontonspacefinder.ca helps non-profit organizations and community-based groups both list and find space. “Someone once described the kinds of spaces that non-profits need as quirky,” says Russ Dahms, ECVO’s executive director. This is an apt description as not only is there a need for office space of various sizes, but visual artists may require specific ventilation, performers may be looking for high ceilings or large open rehearsal areas and some groups may only need space temporarily.

But the lack of suitable space isn’t the only obstacle facing many non-profits and ECVO is helping build the capacity of the sector in other ways. Its mandate is to move resources into place to help non-profits be successful. Board development is also a crucial component of building a strong voluntary sector and ECVO has collaborated with other agencies to create training modules for board treasurers and will be working on a module for board chairs.

Another collaborative online project is a web-based calendar called Spare Smarts. It is billed as the “Nuts and Bolts of Non-Profits” and lists training seminars and workshops for board and staff members.

“Delightfully, Edmonton has a culture of collaboration and partnerships,” says Russ. “The connections we’ve made with other agencies that serve the non-profit sector help sustain and strengthen the important work that all non-profits do.”

FOUNDATION DIRECTED INITIATIVES

As part of its ongoing efforts to meet the needs of the charitable sector, Edmonton Community Foundation launched the Foundation Directed Initiatives program in 2007 as a way to provide stable, long-term funding based on proactive evaluation of community needs.

A particular benefit of the FDI initiative is that it frees the organizations from having to address the same funding hurdles year after year. The promise of consistent, reliable, and expected funding on an annual basis is seen as one strategy to strengthen an organization and allow agency and program staff more time to focus on the services and program delivery that are core to their mandates – without the stress of seeking to reapply constantly for operating dollars.

Connecting the community with timely information

14 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 17: Edmonton Community Foundation - 2010 Annual Report

Russ Dahms at the McKay Avenue School

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 15

Page 18: Edmonton Community Foundation - 2010 Annual Report

Kris Andreychuk, foreground, with Constable Steve Sharpe and Bryan Szalecki at "the spoke"

16 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 19: Edmonton Community Foundation - 2010 Annual Report

When children’s services identified that about 30 youth, kids really, were involved in stealing bikes and being recruited by gangs to steal bikes in the 118th Avenue area, local service agencies organized a community meeting to brainstorm a possible solution.

One of the agencies that participated was the local Neighbourhood Empowerment Team. NETs are partnerships between the City of Edmonton, Edmonton Police Service, the United Way of the Alberta Capital Region and the Family Centre that see a youth worker, a social worker, and an EPS officer, work with a community to reduce crime and the fear of crime. With the issue of the young bike thieves, the solution was to create “the spoke”.

The idea behind this program, explains Kris Andreychuk, a social worker and member of the 118th Avenue NET was to get the kids into a “bike shop” where volunteers from the Edmonton Bicycle Commuters and the neighbourhood, including police officers, teach the kids how to re-build what would otherwise be an unusable bike. The project, however,

needed some start-up funding and a small grant from an ECF donor made “the spoke” possible.

With a free space available in a city-owned building, the ECF grant allowed the program to acquire the tools required for the bike repairs – with enough left over to provide snacks for the participants. After six once-a-week sessions, the kids “graduate” with a ceremony and get to keep the bikes they refurbished.

The hope is that these kids have not only learned the mechanical skills of fixing bikes but, more importantly, have built positive relationships with mentors and the police in their community.

Kris is encouraged by the response to the program both from the community and the participants. They’ve opened up the program to community referrals that include young people other than those considered at risk and the enthusiastic volunteer force now includes some former “graduates”.

“In terms of the spoke”, says Kris, “the solution really fits the need.”

DONOR ADVISED FUNDS

Edmonton Community Foundation helps connect donors with community projects. Donor Advised Funds allow fund founders the choice to provide guidance to ECF on an annual basis as to how to disburse from their named fund and ECF can play a vital role by suggesting programs or agencies that may be of interest to a particular donor. There are times when a unique need emerges in the community that ECF learns about through its connections in the community.

Connecting donors with innovative community solutions

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 17

Page 20: Edmonton Community Foundation - 2010 Annual Report

Zen Moisey first learned about Edmonton Community Foundation (ECF) when he was looking for a way to memorialize his grandfather. He pooled money from friends and family and established the Jean & Gregory Moisey Fund. That was 20 years ago, and since then two other Moisey Funds were created at ECF – the Zen & Doreen Moisey Fund and the Zen Moisey Rotary Club of West Edmonton Fund.

Zen and his wife Doreen are now retired but retirement has not slowed them down. They have worked on development projects in Africa, have been involved with human rights organizations and have supported Edzimkulu, an Edmonton-based society that helps children affected by HIV/AIDS in Africa. They also spend time in Latin America, where they sometimes get involved in local projects. While their support and activities have an international focus, they also support programs here in Edmonton.

After receiving ECF’s Community Investment Partnership (CIP) booklet outlining the current projects available for funding, the Moiseys decided to support the Somali Youth Leadership Development and Civic Engagement program – a project that helps young at-risk Somalis integrate into Canadian society.

Doreen and Zen agree that it is important to have community leaders. Their hope is that this project will help the young Somalis develop the leadership skills they need to succeed.

Without the CIP booklet the Moiseys may never have known about the Somali project. This is the goal of the CIP program – to inform donors of current community projects. Thanks in large part to support from Zen and Doreen, this project is fully funded.

COMMUNITY INVESTMENT PARTNERSHIP

Edmonton Community Foundation launched the Community Investment Partnership (CIP) in the fall of 2010 with its inaugural project guide that listed several projects seeking support. The CIP program is designed to help holders of donor advised funds make effective and strategic community investments by communicating areas of funding priority for their consideration. It also helps ECF meet community needs by mobilizing a larger and more targeted pool of funds.

Connecting donors with current opportunities

18 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT

Page 21: Edmonton Community Foundation - 2010 Annual Report

Zen and Doreen Moisey at the ECF office

EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 19

Page 22: Edmonton Community Foundation - 2010 Annual Report

20 Edmonton Community Foundation ~ 2010 annual REpoRt

optionS FoR GiVinG

Edmonton Community Foundation works with donors to create funds that will see their philanthropic dreams fulfilled.

A wide range of fund options exists to accommodate donors’ wishes – from designating specific charities to allowing the Foundation to direct funds to support priority community needs.

We are delighted to meet with donors and their financial advisors to discuss their charitable goals. Please call us at (780) 426-0015 or visit our website at www.ecfoundation.org.

EFFECtiVE GRantinG

Edmonton Community Foundation is a trusted, reliable source for identifying and funding initiatives that strengthen our community.

A gift to the General Community Fund ensures that critical community needs are met through a rigorous, competitive process while providing accountability to donors.

Through our Community Grants Program, Foundation staff, advisory committees, and ultimately our board of directors review requests from a wide cross-section of sectors and allocate funding to meet priority needs and strengthen charities. In general, grants are awarded in the following categories: arts, culture, and heritage; education and learning; health and wellness; community and social services; recreation and leisure; and the environment.

General community funds also allow the Foundation to support the community through Foundation Directed Initiatives. Carefully selected charities that demonstrate high levels of commitment, capacity, and effectiveness are provided with up to three years of funding for operations or special projects.

In 2010, despite the challenges of the economic downturn, Edmonton Community Foundation’s endowed funds generated millions of dollars that were awarded to local charities. As well, many students benefitted from awards disbursed through our scholarship and bursary funds.

Funds, Grantsand disbursements

Page 23: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 21

Community GRantS pRoGRamEach year the Community Grants Program provides funding in response to inquiries made by registered charities in Edmonton and through Foundation Directed Initiatives. These grants address community needs in categories such as arts, culture and heritage; education and learning; health and wellness; community and social services; recreation and leisure and the environment. Total disbursements made through the Community Grants Program in 2010 totalled over $1.4 million.

Community FundS

The Board has full discretion in disbursing the net income from Community Funds, either through an application process or by proactively identifying priority community needs. In addition to those donors who have established named Community Funds, many donors have made significant cumulative contribution to the General Community Fund since its inception.

Year End Balance

Allen Fund 1,528,876

Betty Kathleen Brown Fund 64,952

Jo-Ann Campbell Fund 12,090

Archibald Hadley Dickson Memorial Fund 214,419

Eric Geddes Memorial Fund 10,126

Alex Hamilton Family Fund 59,934

Lorne & Kathie Leitch Family Fund 15,593

McLennan Ross Fund 10,170

Year End Balance

Memorial Tribute Fund 113,464

Miller Office Group Fund 14,898

Thomas Olenuk Community Fund 117,037

John E. Poole Memorial Fund 30,905

Princeton Fund 36,823

David W. Purvis Fund 1,717,506

Robert David Purvis Memorial Fund 119,064

General Community Fund 15,445,289

TOTAL: COMMUNITY FUNDS $ 19,511,146

WinSpEaR Fund

The Winspear Fund provides operational funding to some of Edmonton’s larger arts organizations each year. The remaining discretionary funds are disbursed through the Community Grants Program in keeping with the granting philosophy of the original Winspear Foundation grants panel.

TOTAL: WINSPEAR FUND $ 11,596,639

$1,000,000 +

George & Rae PooleEstate of George & Rae PooleJohn & Barbara Poole FamilyAlison B. RiceRobert & Shirley Stollery & Family

New funds in 2010 are listed in bold type.

$100,000–$999,999

AnonymousEstate of Cecil MooreJohn Slatter

$10,000–$99,999

AnonymousShawana Estates Ltd.Westpear Developments Ltd.

Page 24: Edmonton Community Foundation - 2010 Annual Report

22 Edmonton Community Foundation ~ 2010 annual REpoRt

FiEld oF intERESt FundS

Donors identify the areas of charitable endeavours they wish to support without specifying particular charities, allowing the Board to provide support for priorities in those areas.New funds in 2010 are listed in bold type.

Year End Balance

Alberta Dental Association and College Community Assistance Fund

67,488

Alberta Orange Foundation for Children Fund 350,525

Bishop & McKenzie Centennial Fund 82,618

Branches of Life Fund 29,344

Ken Crockett Music Fund 13,915

John Crockett Memorial Fund 25,351

Feeding Hungry Minds Fund 23,233

Garber-Conrad Family Fund 11,746

Gaunce Family Fund 26,981

Glenora Fund 6,916

Karen Good Family Fund 21,786

The GYRO Club of Edmonton Fund 20,974

Heads Up Fraud Prevention/Fugi Saito Endowment Fund 20,697

Lois Hole Care & Nurture Legacy Fund 232,686

John & Jane Holmlund Family Fund 49,666

Johanna & Otto Holzapfel Fund 49,805

Year End Balance

Barbara Leah Fund 127,872

Lee Community Playspace Fund 435,016

H. Jean McDiarmaid Fund for Musical Performance 1,570,183

Nick Ochotta Fund 105,033

George & Rae Poole Fund 3,647,351

George & Rae Poole Bequest Fund 1,106,275

Bunny Casper Rae Fund 1,408,555

Rosalie & William Rector Fund 304,325

Phyllis Ritchie Fund 146,079

Sydney Blair Rombough Memorial Fund 34,824

Single Parents Independence Fund 136,648

Special Arts Fund 1,145,947

Stollery Fund 3,714,805

Treleaven-Tymofichuk Family Fund 54,416

TOTAL: FIELD OF INTEREST FUNDS $ 14,971,060

ComBinEd puRpoSE FundS

Many donors have a number of goals they wish to accomplish. For example, donors may wish to designate specific charities to receive portions of the disbursements from their fund year after year with the remainder used to address priority needs in our community as identified by the Board.New funds in 2010 are listed in bold type.

Year End Balance

Albian Sands Energy Community Environment Fund 74,494

Randy Anderson Learning Fund 4,306

Anonymous Fund #4 39,756

Phyllis A. Arnold Learning Fund 587,412

Earl Clements Fund 14,861

H.J. (Jock) Dawe Family Fund 170,957

Edmonton Legal Community Fund 39,609

Audrey & Harold Eikeland Fund 13,353

Roy Faltinson Fund 101,140

Shirley & Gordon Gifford Family Fund 1,098,086

Year End Balance

Earle & Elsie Hawkesworth Family Fund 51,644

W.A. & M. Hiller Fund 224,205

Jean & Garnet Ireland Fund 63,827

Owen & Peg Linton Family Fund 307,033

Tevie & Arliss Miller Endowment Fund 70,797

Doris Tanner Pimm Fund 136,314

Ruste Family Fund 12,630

Jim & Billie Wilkins Fund 106,396

John & Olivia Young Fund for Health 97,040

TOTAL: COMBINED PURPOSE FUNDS $ 3,213,860

Page 25: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 23

Community GRantSRESponSiVE GRantS

Grants may be funded from more than one source including Community, Field of Interest, Winspear and Combined Purpose Funds. A portion of these grants have been supported from Donor Advised Funds through the Community Investment Partnership.

TOTAL DISBURSEMENTS IN 2010: $ 455,301

Grantee Grant Amount

Alberta Baroque Music Society Music for “Brilliant Baroque” Concert

5,000

Alberta Council of Women’s Shelters Data Transition Project

10,000

Assist Community Services Centre 100

Ben Calf Robe Society Part-time Cook for Nutrition Program

5,000

Bent Arrow Traditional Healing Society Support for Single Parents

700

Big Brothers Big Sisters Society of Edmonton & Area Food Component of the Summer Mentoring Program

524

Big Brothers Big Sisters Society of Edmonton & Area Summer Mentoring Program for Immigrant & Refugee Children

4,500

Boyle Street Service Society Support for Single Parents

1,500

Boys’ & Girls’ Clubs of Greater Vancouver Annual Support for programs

60,939

Cantilon Choral Society Commission of New Piece for Christmas Concert

9,000

Catholic Social Services Winspear Emergency Grants Program

8,000

Concrete Theatre Society “Are We There Yet” - 2011 School Tour

25,000

Dickinsfield Amity House Arts for Tots Program - Yr.3

15,600

E4C (Edmonton City Centre Church Corporation) School Hot Lunch Program

432

E4C (Edmonton City Centre Church Corporation) Make Tax Time Pay Program

7,500

Edmonton Chamber of Voluntary Organizations Welcoming Workplace Pilot Project

3,900

Edmonton Inner City Children’s Project Society Director of Programming - Yr.3

32,000

Edmonton Recital Society Gala Recital

3,400

Grantee Grant Amount

Edmonton Symphony Society Orchestra Costs for Masters 8 Concert “Durufle’s Requiem”

15,000

Edmonton Wardrobe For Women In Need Association Location Expansion & Equipment

15,000

Edmonton Women’s Shelter Ltd. Support for Single Parents

1,150

Friends of Boys’ and Girls’ Clubs of Edmonton Annual Support for programs

60,939

Hope Mission 100

Immigrant Access Fund Society of Alberta 100

Indo-Canadian Women’s Association of Edmonton Renovations & Purchase of Equipment for Welcome Centre

28,000

Learning Disabilities Association of Alberta Edmonton Chapter Learning & Literacy Initiatives

4,000

Newly United Operatic Vocalists Association (NUOVA) “Mr. Moreover’s Magic” - Opera for School Children

15,000

Nina Haggerty Centre for the Arts Bridge Operational Funding - Yr.3

25,000

Our House (Edmonton) Ltd. Mental Health Counsellor - Yr.3

20,000

Personal Community Support Assoc. of Alberta Strategic Communications Project

8,500

Pro Coro Society - Edmonton Good Friday Easter Concert

5,000

Rapid Fire Theatre Society 100

Somali Canadian Education & Rural Development Organization Somali Youth Leadership Development - Sports Project 19,568

Terra Association Support for Single Parents

1,150

University of Alberta, Faculty of Education ISMSS - Youth Intervention & Community Outreach Worker - Yr.3 40,000

Workshop West Playwrights’ Theatre Society Artist Fees for Performance Creation Canada

3,500

Youth Emergency Shelter Society 100

Page 26: Edmonton Community Foundation - 2010 Annual Report

24 Edmonton Community Foundation ~ 2010 annual REpoRt

Foundation diRECtEd initiatiVES

Edmonton Community Foundation proactively addresses community needs by working in partnership with high-performing charities and other stakeholders. The resulting Foundation Directed Initiatives provide an opportunity for agencies in all sectors to focus on fulfilling their visions, develop innovative approaches and strengthen our community. A portion of these grants have been supported through the Community Investment Partnership.

TOTAL DISBURSEMENTS IN 2010: $ 735,000

Grantee Grants

Big Brothers Big Sisters Society of Edmonton & Area Program Support for ISM and Success By 6 - Yr.3

100,000

Bissell Centre Strategy to Address Homelessness - Yr.3

100,000

Edmonton Chamber of Voluntary Organizations Operational Support - Yr.3

50,000

Edmonton Community Foundation (as fiscal agent) Vibrant Communities Edmonton - Yr.1

25,000

Edmonton Community Legal Centre Staff Lawyer Position - Yr.3

50,000

Northern Light Theatre Operational Support to Enhance Productions - Yr.3

16,666

Support Network Walk-In Counselling Program - Yr.3

100,000

Grantee Grants

Terra Association Meeting the Challenge of Teen Pregnancy Program for Young Dads - Yr.3

60,000

Theatre Network (1975) Society Operational Support to Enhance Productions - Yr.3

16,666

United Way of the Alberta Capital Region Partners For Kids Project - Yr.3

100,000

University of Alberta Community-University Partnership - Program Coordination - Yr.3

50,000

University of Alberta Community Service Learning - Yr.1

50,000

Workshop West Playwrights’ Theatre Society Operational Support to Enhance Productions - Yr.3

16,668

WinSpEaR Fund GRantS

A portion of the Winspear Fund disbursements is designated to support specific arts organizations in Edmonton as well as to provide scholarships and emergency funding disbursed through Catholic Social Services.

TOTAL DISBURSEMENTS IN 2010: $ 145,002

Grantee Grants

Catholic Social Services Emergency Grants 27,486

Edmonton Opera Association 28,803

Grantee Grants

Edmonton Symphony Society 28,803

15 Scholarships for Advanced Classical Music Studies

59,910

Edmonton Community playSpaCE pRoGRam GRantSThe Playspace Program provides grants to support the creation or refurbishment of play spaces that are accessible to the general public. Grants are jointly funded by the Lee Community Playspace Fund and the General Community Funds.

TOTAL DISBURSEMENTS IN 2010: $ 23,000

Grantee Grants

Bonnie Doon Community League Playground Revitalization

5,000

Ellerslie Recreation and Community League Park & Playground Development

8,000

Grantee Grants

Escuela Mill Creek School School Playground Redevelopment

5,000

Ottewell Community League Playground Revitalization

5,000

Page 27: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 25

ComBinEd puRpoSE FundS GRantSA portion of the Combined Purpose Funds is designated or advised by the donor.

TOTAL DISBURSEMENTS IN 2010: $ 92,834

Grantee Grants

Alberta Aviation Museum Association 2,269

Alberta Cancer Foundation 1,404

Alberta Emerald Foundation 606

Alberta Lawyers’ Assistance Society 500

Bissell Centre 15,119

Canadian Diabetes Association of Alberta & NWT Region

464

Canadian Red Cross Society, Edmonton 416

Christmas Bureau of Edmonton 208

Climate Change Central Foundation 235

E4C (Edmonton City Centre Church Corporation) 193

Edmonton & District Historical Society 15,000

Edmonton Jewish Community Charitable Foundation 1,000

Fathers of Confederation Buildings Trust 1,666

Fresh Start Addictions Centre 200

Habitat for Humanity Edmonton Society 193

Learning Disabilities Association of Alberta - Edmonton Chapter

2,000

Grantee Grants

Natural Step Canada 200

Northern Alberta Institute of Technology 5,000

Pembina Foundation for Environmental Research and Education

200

Pilgrims Hospice Society 464

Salvation Army Alberta & NWT Division 6,393

Salvation Army Territorial Headquarters 416

Special Olympics Edmonton 1,000

Student Christian Movement of Canada 200

Tuxis Parliament Alumni Society of Alberta 200

United Way of the Alberta Capital Region 1,944

University Hospital Foundation 5,000

University of Alberta 12,900

USC Canada 193

World Wildlife Fund Canada 833

Youth Emergency Shelter Society 9,121

YWCA of Edmonton 7,297

dESiGnatEd FundSDesignated Funds identify a specific charity or charities to receive support every year. The agreements for these funds include planning for the inevitable changes that take place over long periods of time so the funds remain meaningful, effective and robust. Edmonton Community Foundation makes creating endowment support for a number of charities easy for the donor. One fund can accomplish many goals and support multiple charities.New funds in 2010 are listed in bold type.

Year End Balance

A.I.R.S. Fund 58,693

Alberta Legal Heritage Fund 120,632

Alberta Literacy Foundation Fund 10,158

Alberta Search & Rescue Fund 10,050

Anchor Fund 9,234

Art Gallery of Alberta Fund* 2,358,084

Milton Bablitz Memorial Fund 22,171

Robert A. & Maria Bailey Hope for Haiti Fund 50,000

Banff Centre Fund 4,294

Clinton Bardell Fund 26,949

Amina Beecroft Fund 187,619

Helen & Laurel Bell Fund 123,975

Year End Balance

Helen & Fred Bentley Planned Parenthood Edmonton Fund

332,314

Helen & Fred Bentley Planned Parenthood Federation of Canada Fund

353,742

Gay Bisanz Leadership Development Fund 27,631

Boyle-McCauley Health Centre Fund* 151,024

Boys’ & Girls’ Clubs of Alberta Endowment Fund 31,299

Boys’ & Girls’ Clubs of Edmonton Fund 203,431

Boysdale Camp Fund* 76,259

Ralph Buttner Memorial Fund 57,751

Douglas Milton Campbell Estate Fund 662,288

Margaret Campbell Fund 214,586

*Funds established by the John & Barbara Poole Family

Page 28: Edmonton Community Foundation - 2010 Annual Report

26 Edmonton Community Foundation ~ 2010 annual REpoRt *Funds established by the John & Barbara Poole Family

DESiGNATED FuNDS (continued)

Year End Balance

Canadian Parks & Wilderness Society Fund for Alberta*

124,611

Canadian Red Cross Society Fund* 96,778

Capital Care Foundation Fund* 56,632

Caritas Hospitals Foundation Fund* 60,879

Centre for Spiritual Living Teen Endowment Fund 17,133

Cerebral Palsy Associations in Alberta Fund 374,318

Children’s Health Foundation of Northern Alberta Fund

50,847

Cityfarm Fund 9,708

Cosmopolitan Music Society Endowment Fund 11,187

Cunningham AnimalCare Fund 295,315

Frank Philip Davis Fund 9,834

‘CR’ & Del Dilkie Fund 44,984

Dogs with Wings Fund 12,482

Edmonton Chamber Music Society Fund 28,508

Edmonton General (Grey Nuns) Hospital Fund* 3,875

Edmonton Gleaners Association Fund 34,407

Edmonton Heritage Festival Endowment Fund 17,668

Edmonton Musical Theatre Fund 25,473

Edmonton Oilers Community Foundation Emma Bailey Memorial Fund

31,399

Edmonton YMCA Foundation Fund 31,883

Joy Eisert Habitat Lands Fund 37,375

Leta Gene Eisert Miquelon Lake Wildlands Sanctuary Fund

38,092

Electro Equinology Fund 34,065

Cheryl Escott Memorial Fund 13,021

Field Fund for Science Education 95,470

Jean Fitzsimmons & Family Fund 19,787

Ed & Rita Foy Memorial Fund 736,624

Friends of Jasper National Park Association Fund 10,472

Glenrose Rehabilitation Hospital Fund 118,042

Dr. Dasha Goody Memorial Fund 10,381

Goudreau Fund 26,173

Growing Early Minds Fund 15,475

Dorothy Guilday Fund 335,804

HIV Edmonton Endowment Fund 10,730

Harry & Muriel Hole Family Fund 95,991

Bishop Stephen P. Kristenson Seminarian Endowment Fund

285,318

Frank & Dollie Leah Memorial Fund 78,207

Leduc/Devon Oilfield Historical Society Fund 37,721

Lingle Educational Endowment Fund 12,758

Victor C. Love Memorial Fund 17,418

Lucy Baker School Society Fund 11,104

Peter & Dorothea Macdonnell Fund 258,233

Florence MacKenzie Fund 907,133

Year End Balance

Fraser Malcolm Fund 37,267

Doris Louise (Belt) Marcum Family Fund 9,424

Rose McAllister and Deanna Nemirsky Old Friends Fund

26,891

Donald Gordon McArthur Fund 40,651

Mary & Steve McEachern Fund 15,866

George & Lilian McEwen Family Fund 23,826

Letha McKee Fund 43,394

Memorial and Traffic Safety Fund 12,085

Memorial (Brewster) Fund 72,563

Margaret Michaud Fund 9,313

Ruthie & Hoadley Mitchell Memorial Fund 98,602

Mustard Seed (Edmonton) Fund* 117,343

NAIT Scholarship & Bursary Fund 82,415

Native Cultural Awareness Fund 21,315

Nature Conservancy of Canada Fund* 878,778

NUOVA Fund* 24,124

Orchid Species Preservation Foundation Endowment Fund

10,518

Our House Addiction Recovery Endowment Fund 10,585

Kathleen Pearson Fund 72,990

PLAN Edmonton Fund 54,968

Planned Parenthood Association of Edmonton Fund 12,352

Pro Coro Canada Choir Fund 26,891

Alison B. Rice Bequest for Habitat for Humanity 2,484,973

Alison B. Rice Endowment for Edmonton Inner City Housing Society

854,426

Alison B. Rice Endowment for Habitat for Humanity 907,999

Roper Fund 103,823

Gwen & Gordon Rowswell Fund 12,138

Royal Alexandra Hospital Fund* 27,476

Bill & Susan Sadler Fund 13,923

Albin J.E. Shanley Fund 17,072

Simonson Family Fund 13,070

SKILLS Society Fund 105,001

Slatter Family Fund 134,483

Linda Stanier & Family Memorial Award Fund 30,389

STARS Alberta Shock Trauma Air Rescue Foundation Fund

55,303

Marg Stephen Legacy Fund 10,769

Barb Tarbox Legacy Fund 17,055

Hazel F. Teskey Memorial Trust Fund 11,728

Jack & Fran Thomas Fund 11,957

University Hospitals Foundation Fund* 115,913

Valley Zoo Development Society Fund* 93,917

Wally & Rosanna Kids to Kamp Fund 21,829

Walterdale Theatre Associates Fund 12,472

Page 29: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 27

DESiGNATED FuNDS (continued)

Year End Balance

Ross & Eleanor Wein Family Disabilities Transportation Fund

16,264

Westend Seniors Activity Centre Endowment Fund 21,929

Wings of Providence Laurette Braconnier Tribute Fund

43,294

The Works Arts Festival Fund* 82,890

FAMiLiES OF DESiGNATED FuNDS

ABC Head Start Society Funds

ABC Head Start Society Fund 250,249

Ralph & Aleda Patterson Family Fund 14,365

Alberta Ballet Funds

Canadian Arts & Heritage Fund 380,513

John & Barbara Poole Family 666,562

Alberta Baroque Ensemble Funds

Alberta Baroque Ensemble Endowment Fund 176,241

Alberta Baroque Ensemble Enhancement Fund 50,517

Catharinus Huyer Principal Second Violin Fund 13,143

Alberta Cancer Foundation Funds

Alberta Cancer Foundation Fund 6,095

Edmonds Family Fund 71,497

George C. Field Memorial Fund 184,510

John & Barbara Poole Family 54,858

Karen Sharpe Memorial Fund 2,851

Bob Tarr Memorial Fund 75,610

Alberta Emerald Foundation Funds

Alberta Emerald Foundation Endowment Fund 30,122

Alberta Emerald Foundation Fund 418,398

Bissell Funds

Bissell Fund 317,953

Elizabeth McBride Fund 56,631

John & Barbara Poole Family 25,723

Bow Valley Community Foundation Funds

Banff Alpine Racers Fund 16,858

Bow Valley Community Foundation Operating Endowment Fund

9,985

Bow Valley Community Fund 9,985

Lamphouse Endowment for the Arts 100,890

Rockies Ride for Kids Foundation 174,518

Brian Webb Dance Company Funds

Canadian Arts & Heritage Fund 76,382

John & Barbara Poole Family 88,206

Cable Family Community Endowment Funds

Cable Family Endowment Fund for Abused Seniors 52,690

Cable Family Boyle-McCauley Health Centre Endowment Fund

49,332

Cable Family Community Endowment Fund 136,518

Cable Family iHuman Youth Society Endowment Fund

49,332

Year End Balance

Cable Family Priest Retirement Endowment Fund 49,332

Cable Family SALCF Endowment Fund 271,505

Cable Family SKILLS Endowment Fund 155,099

Camp Health Hope & Happiness Society Funds

Camp Health Hope & Happiness Society Fund 260,941

Kiwanis Club of Edmonton Downtown Fund 10,216

Hugh & Madge McColl Camp Fund 39,936

Centre for Family Literacy Society of Alberta Funds

Centre for Family Literacy Society of Alberta Fund 96,274

John & Barbara Poole Family 26,216

Citadel Theatre Funds

Canadian Arts & Heritage Fund 2,039,978

Citadel Theatre Fund 1,595,039

Dr. Susan & Ove Minsos Q.C. & Family Citadel Fund 48,124

John & Barbara Poole Family 1,452,768

Joseph H. Shoctor Fund 320,984

CKUA Family of Funds

CKUA Radio Foundation Fund 52,317

John & Barbara Poole Family Fund 51,447

Edmonton Arts Council Funds

Edmonton Artists’ Trust Fund 161,592

Lakhani Family Fund 15,630

Lee Fund for the Arts 1,175,790

John & Barbara Poole Family 778,289

Edmonton City Centre Church Corporation Funds

Anne Carmichael Children’s Fund 10,151

William Daly Fund 34,013

Edmonton City Centre Church Corporation Fund* 159,263

Annie Hole Children’s Nutrition Fund 1,753,713

Edmonton Folk Music Festival Society Funds

Canadian Arts & Heritage Fund 394,715

Edmonton Folk Music Festival Society Fund 769,485

Edmonton Interfaith Centre for Education and Action Society Funds

Edmonton Interfaith Centre for Education and Action Society Fund

11,841

Lavinia Singh Fund for Peace 10,304

Edmonton Kiwanis Music Festival Association Funds

Ranald & Vera Shean Fund 1,376,444

Ranald & Vera Shean Sonata Fund 22,939

Edmonton Opera Funds

Canadian Arts & Heritage Fund 844,181

Dr. David Cook Fund for Edmonton Opera 15,466

Edmonton Opera Endowment Fund 118,713

Edmonton Opera Endowment Trust Fund 14,717

Edmonton Opera Staff Contributions Fund 29,026

*Funds established by the John & Barbara Poole Family

Page 30: Edmonton Community Foundation - 2010 Annual Report

28 Edmonton Community Foundation ~ 2010 annual REpoRt

Designated Funds (continued)

Year End Balance

Irving Guttman Opera Endowment Fund 32,616

Dianne & Irving Kipnes Opera Fund 211,319

John & Barbara Poole Family 781,034

Francis Price and Marguerite Trussler Family Fund 359,000

Dwight Purdy Memorial Fund 10,283

Edmonton Police Foundation Funds

Edmonton Police Foundation Fund* 53,920

Harry Hole Police Foundation Fund 464,446

Edmonton Symphony Society Funds

Canadian Arts & Heritage Fund 674,932

Children’s Programming Fund 82,156

Edmonton Symphony Endowment Fund 213,553

Lila & Colin Eicher Symphony Fund 15,606

Peter & Astrid Griep Symphony Fund 15,356

John & Barbara Poole Family 892,018

Edmonton Women’s Shelter Funds

Edmonton Women’s Shelter Fund 5,154

John & Barbara Poole Family 418,778

Fringe Theatre Adventures Society Funds

Canadian Arts & Heritage Fund 95,228

Cohos Evamy Endowment Fund 10,313

Fringe Theatre Adventures Society Fund 179,269

Girls Guides of Canada - Alberta Council Funds

Girl Guides of Canada-Alberta Council - Friends of Guiding Fund

11,543

Girl Guides of Canada-Alberta Council - William M. McGee Fund

14,035

Grant MacEwan Community College Foundation Funds

Grant MacEwan Community College Foundation Fund

3,345

John & Barbara Poole Family 30,108

Junior Achievement Funds

Junior Achievement Fund 24,976

Junior Achievement of Northern Alberta Fund* 53,105

Reagan Williams Achiever of the Year Scholarship Fund

24,925

Lieutenant Governor of Alberta Arts Awards Foundation Funds

Alberta Centennial Legacy Fund 503,160

Lieutenant Governor of Alberta Arts Award Fund 1,529,830

National Theatre School of Canada Funds

Canadian Arts & Heritage Fund 87,895

John & Barbara Poole Family 178,447

Year End Balance

NorQuest Funds

John & Barbara Poole Family NorQuest Fund 296,670

Stollery NorQuest Student Fund 241,005

Pilgrim’s Hospice Society Funds

Audrey Luft Fund 11,820

John & Barbara Poole Family 26,280

Richard Eaton Singers Funds

Canadian Arts & Heritage Fund 33,894

Richard Eaton Singers Fund 86,868

Salvation Army Funds

John & Barbara Poole Family 304,193

Salvation Army Endowment Fund 77,221

St. Albert Community Funds

Stanley Dennis Memorial Fund 26,846

Jamison Family Fund 125,140

St. Albert Community Foundation Fund 73,386

Thatcher Neonatal Care Fund 305,735

Stanley A. Milner Library Funds

Edmonton Public Library Shelley Milner Fund 576,784

Stanley A. Milner Library Fund 119,509

Terra Centre for Pregnant & Parenting Teens Funds

Jac’y Hayter Achieving Dreams Together Fund 66,344

John & Barbara Poole Family - School Nutrition 113,351

Terra Education Fund 25,338

Terra Future Builders Fund 30,709

United Way of the Alberta Capital Region Funds

Anonymous Fund #12 927,299

Anonymous Fund #13 927,202

Banister Family Fund 10,956

John & Barbara Poole Family 1,121,720

Lillian A. Simonet United Way Fund 508,177

Victoria School Foundation for the Arts Endowment Funds

Audrey & Greg Greenough Family Fund 12,766

Victoria School Foundation for the Arts Endowment Fund

1,489,054

Y.W.C.A. Funds

Roger & Peggy Gouin Fund 46,095

John & Barbara Poole Family 70,587

Youth Emergency Shelter Society Funds

John & Barbara Poole Family 432,818

John Slatter Fund 116,222

Youth Emergency Shelter of Edmonton Fund 22,714

Youth Emergency Shelter Society Fund 11,664

TOTAL: DESIGNATED FUNDS $ 49,548,784

*Funds established by the John & Barbara Poole Family

Page 31: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 29

Year End Balance

ABC Head Start Society 8,823

Alberta Abilities Lodges Society 395

Alberta Ballet Company 28,045

Alberta Baroque Music Society 7,598

Alberta Cancer Foundation 14,495

Alberta Emerald Foundation 15,023

Alberta Lung Association 643

Alberta Synod of the Evangelical Lutheran Church in Canada

7,380

Alzheimer Society of Canada 316

Amiskwaciy Academy 372

Anglican Parish of Christ Church 1,437

Art Gallery of Alberta 79,837

Ascension Lutheran Church 404

Banff Centre 1,437

Birthright Edmonton 285

Bissell Centre 12,237

Bow Valley Community Foundation 4,525

Boyle McCauley Health Centre 5,060

Boysdale Camp Foundation 2,548

Brian Webb Dance Company 2,775

Camp Health, Hope & Happiness Society 10,311

Canadian Cancer Society 591

Canadian Diabetes Association of Alberta & NWT Region

591

Canadian Mental Health Association Alberta Division, 1984

5,100

Canadian Parks and Wilderness Society 3,304

Canadian Red Cross Society, Edmonton 3,499

Capital Care Foundation 1,892

Caritas Hospitals Foundation 5,584

Catholic Charities Society 591

Centre for Family Literacy Society of Alberta 4,093

Cerebral Palsy Association in Alberta 12,542

Children’s Ability Fund 643

Citadel Theatre 180,541

CNIB (Alberta-NWT Division) 363

Cosmopolitan Music Society 374

Dogs with Wings Assistance Dog Society 350

Dreamspeakers Festival Society 714

E4C (Edmonton City Centre Church Corporation) 68,453

Edmonton Arts Council 69,432

Edmonton Caring Clowns Society 186

Edmonton Chamber Music Society 955

Year End Balance

Edmonton Folk Music Festival Society 26,964

Edmonton Gleaners Association 1,507

Edmonton Humane Society (SPCA) 5,145

Edmonton Inner City Housing Society 28,566

Edmonton Interfaith Centre for Education & Action Society

396

Edmonton Kiwanis Music Festival Association 50,766

Edmonton Meals on Wheels 358

Edmonton Musical Theatre Society 854

Edmonton Opera Association 69,737

Edmonton Police Foundation 17,321

Edmonton Public Library 913

Edmonton Public Schools 547

Edmonton Symphony Society 47,741

Edmonton Women’s Shelter Ltd. 12,999

Edmonton YMCA Foundation 1,068

Esk-Omi Missions Inc. 285

Foundation of Newman Theological College 218

Franciscan Sisters Benevolent Society 218

Friends of Boys’ and Girls’ Clubs of Edmonton 6,801

Friends of St. Albert Children’s Theatre Society 263

Fringe Theatre Adventures Society 7,036

Girl Guides of Canada - Alberta Council 828

Glenrose Rehabilitation Hospital Foundation 3,955

Good Samaritan Society 983

Good Shepherd Lutheran Social Service Society 560

Grant MacEwan University Foundation 2,518

Habitat for Humanity Edmonton Society 115,260

Heart & Stroke Foundation of Alberta 1,536

Hervey Foundation for Cats 230

HIV Network of Edmonton Society 356

Horizons Training Centre Society 187

Jasper Community Team Society 2,431

Junior Achievement of Northern Alberta & NWT 3,448

Juvenile Diabetes Research Foundation Canada 363

KidSport Alberta 789

Knox Metropolitan United Church 415

Leadership Edmonton 920

Legal Archives Society of Alberta 4,031

Lieutenant Governor of Alberta Arts Awards Foundation

68,034

Literacy Alberta Society 340

Mustard Seed Street Church (Edmonton) 3,061

National Theatre School of Canada 6,548

*Funds established by the John & Barbara Poole Family

TOTAL DISBURSEMENTS IN 2010: $ 1,582,382

Page 32: Edmonton Community Foundation - 2010 Annual Report

30 Edmonton Community Foundation ~ 2010 annual REpoRt

ouR CHildREn’S millEnnium FundSThrough the support of several generous donors, Our Children Millennium Funds provide an enduring legacy to help ensure children begin life with the support they need to succeed.Many donors have made contributions to the General Fund including the following:

Year End Balance

David William Bell Memorial Fund 15,851

Bicentennial Fund 100,728

Steven & Patty Glover Family Fund 47,053

Sarah & Martin Gouin Family Fund for Children 1,341,648

Year End Balance

Hawkesworth/Kriviak Family Fund 13,067

John Edward & Mary Ann Hockin & Family Fund 298,645

Darlene & Doug McNally Family Fund 18,152

Our Children’s Millennium Fund 4,174,419

TOTAL: OUR CHILDREN’S MILLENNIUM FUNDS $ 6,009,563

DESiGNATED FuNDS DiSBuRSEMENTS (continued)

Year End Balance

Nature Conservancy of Canada 25,925

Newly United Operatic Vocalists Association (NUOVA)

806

Newman Theological College & St. Joseph Seminary 312

NorQuest College Foundation 16,258

Northern Alberta Institute of Technology Foundation 2,762

Northern Alberta Society for Animal Protection 230

Options Sexual Health Association 360

Our House (Edmonton) Ltd. 354

Personal Community Support Assoc. of Alberta 322

Pilgrims Hospice Society 1,273

Pro Coro Society - Edmonton 901

Rainbow Society of Alberta 435

Richard Eaton Singers 3,355

Robertson Wesley United Church 579

Royal Alexandra Hospital Foundation 918

Salvation Army Alberta & NWT Division 13,614

Scarboro Foreign Mission Society 591

Search & Rescue Association of Alberta 336

Seniors Association of Greater Edmonton (SAGE) 22,188

Shaun Anthony Lewis Cable Foundation 23,152

Year End Balance

Sign of Hope Society, Archdiocese of Edmonton 218

SKILLS Society Creating Supportive Environments for People

6,289

Societe des Missionnaires D’Afrique (Peres-Blancs) 218

St. Albert Community Foundation 17,746

Stanley A. Milner Library 3,993

STARS (Alberta Shock Trauma Air Rescue Society) 2,831

Stollery Children’s Hospital Foundation 1,699

Teen Time of Edmonton 646

Terra Association 7,736

Tevie Miller Heritage School Society 329

United Way of the Alberta Capital Region 117,583

University Hospital Foundation 5,458

University of Alberta 168,749

Valley Zoo Development Society 2,794

Victoria School Foundation for the Arts 44,210

Westend Seniors Activity Centre 735

Wildlife Rehabilitation Society of Edmonton 230

WINGS of Providence Society 2,205

Works International Visual Arts Society 2,082

Youth Emergency Shelter Society 17,811

YWCA of Edmonton 3,909

$1,000,000 +

John & Barbara Poole FamilyRobert & Shirley Stollery & Family

$100,000–$999,999

AnonymousJohn & Maggie MitchellDon & Joan Stanley

$10,000–$99,999

Allen FamilyFountain of Hope (Bank of Montreal)

Jim & Diana GreerRalph Klein Charity ClassicBruce Saville

TOTAL DISBURSEMENTS TO SUCCESS BY 6 IN 2010: $ 190,727

Page 33: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 31

SoCial EntERpRiSE FundSThe Social Enterprise Funds are used to spark and finance social enterprises and provide bridge financing for affordable housing initiatives.

Year End Balance

Garber-Conrad Social Enterprise Endowment Fund 42,752

Social Enterprise Capital Endowment Fund General Loan Fund

486,646

United Way of the Alberta Capital Region Endowment Fund

468,882

Year End Balance

Social Enterprise Capital Grant Fund 61,554

Social Enterprise Operating Fund 1,199,651

TOTAL: SOCIAL ENTERPRISE FUNDS $ 2,259,485

An additional anonymous $1 million is included in the Donor Advised Funds section of this annual report.

PATH TO LOAN GRANTS: $ 20,000

TOTAL OPERATING DISBURSEMENTS: $ 50,814

The SEF manages two separate pools of loan capital: the capital invested by the ECF which is managed for the benefit of charities and the capital invested by the City of Edmonton in the Edmonton Social Enterprise Loan Fund, a Part 9 company of which ECF is a member, and which is managed for the benefit of charities and non-profits. The City of Edmonton contributed $3 million in seed funds to the company in 2008. Other investors to the SEF include the United Way of the Alberta Capital Region and the Alberta Real Estate Foundation. A portion of the ECF and City investment has been set aside in the Social Enterprise Endowment Operating Fund to support the sustainability of the SEF. (For further details please refer to Edmonton Community Foundation Consolidated Financial Statements as posted on-line at www.ecfoundation.org.)

Edmonton and aREa land tRuSt FundSThe Edmonton and Area Land Trust (EALT) is a vehicle for conserving, protecting and restoring natural areas of ecological significance within the City of Edmonton and surrounding areas. EALT is designated to own land outright or hold conservation easements on land owned by others. EALT receives donations of land and conservations easements or funds used to purchase land and support stewardship and monitoring.Edmonton & Area Land Trust founders:

• City of Edmonton• Edmonton Community Foundation• Edmonton Nature Club• Land Stewardship Centre of Canada

• Legacy Lands Conservation Society• Urban Development Institute – Greater Edmonton

Chapter

Year End Balance

Edmonton and Area Land Trust Capital Fund 16,110

Edmonton and Area Land Trust Operating Endowment Fund

2,873,584

Year End Balance

Ross & Eleanor Wein Family Fund 12,375

TOTAL: EDMONTON AND AREA LAND TRUST FUNDS $ 2,902,069

TOTAL DISBURSEMENTS TO EDMONTON AND AREA LAND TRUST IN 2010: $ 96,171

Page 34: Edmonton Community Foundation - 2010 Annual Report

32 Edmonton Community Foundation ~ 2010 annual REpoRt

donoR adViSEd FundSDonors provide annual advice to Edmonton Community Foundation about the charities they wish to support with their funds.New funds in 2010 are listed in bold type.

Year End Balance

Allen Family Fund 3,532,268

Alzheimer Research & Support Fund 15,054

Andrekson Family Fund 149,444

Anonymous 800,000

Anonymous Fund #3 23,583,209

Anonymous Fund #7 18,470,393

Anonymous Fund #8 5,426,452

Anonymous Fund #9 16,053,449

Anonymous Fund #10 8,589,710

Anonymous Fund #11 4,230,906

Anonymous Fund #14 4,299,443

Heinrich & Lina Aulbach Fund 13,948

Bacon Family Fund 42,187

Robert A. & Maria Bailey Fund 121,827

Sharon & Douglas Barbour Fund 17,687

Basken Family Fund 14,631

Baydala-Krawiec Endowment Fund 25,374

Alice & Alan Bell Fund 22,635

Fred & Helen Bentley Education in Agriculture Awards Fund

60,543

Barbara G. Blackley Fund 37,782

June Block Talking Clocks Fund 13,279

David Bodnarchuk Fund 21,931

Ruth & Dudley Bristow Family Fund 194,443

Buchwald Family Fund 21,878

Christopher & Lisa Cairns & Family Fund 14,343

Gil Charest Living Quilt Fund 22,308

Ross and Muriel Cheriton Fund 75,256

AGMJJ Cheung Family Fund 11,323

Margaret Rose Christensen Family Memorial Fund 153,519

Ernie Christman Family Fund 636,302

Cinders Fund 767,886

Clanging Cymbal Fund 1,027,244

Crescent Hill Fund 82,937

Jock Dawe Fund 182,510

De Bathe Family Fund 10,071

Herman & Elly de Jongh Fund 77,896

Ann & John Dea Family Fund 38,429

Shannon and John Dean Endowment Fund 14,385

Delbaere Husum Family Fund 20,753

Year End Balance

Randy Diamond & Dree Thomson-Diamond Fund 28,106

Jennie Diment Fund 46,569

Edmonton Chamber of Commerce Endowment Fund for Children in Need

487,279

Jim & Sheila Edwards Family Fund 28,565

Eidem Family Fund 383,711

Bev & Norm Ellingson Family Fund 76,617

Fenna Family Fund 86,512

Lak & Ayoma Fernando Family Fund 21,865

Eldon & Anne Foote Fund 7,249,386

Colin Forbes Memorial Fund 11,175

Tony & Daniela Franceschini Family Fund 1,089,148

Future Project Fund 29,763

Carol Gilfillan Fund 47,592

Aletha Joy Bourne Gilsdorf READ2KIDS Memorial Fund

10,022

Carol A. Gouin Memorial Fund 50,651

Sarah & Martin Gouin Family Fund 2,245,777

Gower Family Fund 23,595

Grieve/Jones Family Fund 108,859

Erin Noelle Guthrie Memorial Fund 82,750

Hartnagel Family Fund 26,451

Rick & Connie Hendrickson Family Fund 50,485

Joyce A. Hendrickson Fund 14,158

Bettie Hewes Memorial Fund 29,118

Alice & Brian Hinds Fund 16,942

Gail & Bruce Hogle Family Fund 15,365

Hole Family Fund 640,933

Jack & Audrey Holmes Fund 65,179

John & Leni Honsaker Fund 173,193

Fabian Bubel Hopkins Fund 12,595

Kay & Steve Hrudey Memorial Fund 36,512

Hutton Family Funds 1,414,404

Katherine Jacob Fund 18,995

Karen L. Johnson Fund 18,179

Jones Eidem Fund 50,730

Jenny Jungkind Memorial Fund for Music and for Quality of Life

13,682

Karbani Family Fund 13,376

Dr. T.A. Kasper Family Fund 590,273

John & Linda Kimmitt Family Fund 20,673

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Edmonton Community Foundation ~ 2010 annual REpoRt 33

DONOR ADViSED FuNDS (continued)

Year End Balance

Larry & Kathy Klaus Fund 27,455

Gerald Knoll Family Fund 295,532

Kohan Family Fund 45,521

Dawson J. Koski Memorial Fund 12,220

Kouri Family Fund 10,869

Kozak-Van Brabant Fund 10,725

La Bruyère Fund 482,290

William & Shirley Lakey Family Fund 84,083

Lammerink Family Fund 190,315

Laurie/Thomson Fund 12,315

William Arnold (“Bill”) Lee Fund 12,568

LeLacheur Family Fund 146,348

Don & Mary Leverington Fund 9,861

Life Is A Promise Endowment Fund 1,039,778

LMG Fund 124,518

Lost Coin Fund 18,029

Allan & Donna Lundell Family Fund 10,099

Linda & Kim Mackenzie Family Fund 20,545

Bill Marsden Motion Picture Practicum Fund 20,649

Hugh & Madge McColl Family Trust Fund 337,726

McCuaig Desrochers Centennial Fund 139,259

A. Blair McPherson Memorial Fund 10,780

Lawrence & Edith McRae Fund 603,778

Kathryn & Robert Merrett Fund 35,095

John & Maggie KHG Mitchell Family Fund 815,621

Doreen & Zenith Moisey Fund 945,785

Moses Charitable Fund 62,090

Music of the Spheres Legacy Fund 101,104

Nancy’s Butterfly Fund 66,268

Eileen Nash Memorial Fund 52,928

NAVIFUND 60,677

Maggie & Jim Neilson Family Fund 18,546

Jim Noble Family Hope Fund 28,868

Nunastar Properties Fund for Northern Children 1,178,874

Odynski Family Fund 25,668

Ogilvie Fund 357,375

Fonds Vital & Colleen Ouellette Endowment Fund 14,754

Judith Peglau Family Fund 46,734

Nancy Power Family Fund 10,719

V.N. & A.J. Pratt Fund 147,174

John & Connie Prentice Family Endowment Fund 497,616

Nora & Don Prentice Family Fund 10,688

Rainbow Fund 14,360

Douglas & Kathleen Ritchie Family Fund 20,511

Year End Balance

Ann & Steve Robson Family Fund 12,702

Arnold & Grace Rumbold Fund 186,156

Bud & Laverna Salloum Family Fund 47,774

Don & Georgie Scafe Fund 33,019

Schizophrenia Millennium 2000 Fund 13,664

Owen Schlosser Fund 23,266

Semchishen Family Fund 59,321

Joseph & Kayla Shoctor Family Fund 250,864

Craig Simpson & Friends Charity Funds 37,220

Rod & Jane Simpson Family Fund 50,853

Slavik Family Fund 343,008

Don & Joan Stanley Fund 1,695,869

Jean & Gerry Staring Fund 47,667

Pam & David Steeves Fund 11,435

A Family That Cares - John & Avery Stobbe Family Fund

11,683

P & L Strohschein Family Fund 276,690

Teri Taylor-Tunski (T3) Fund 420,394

“Teach a Man to Fish” Fund 10,460

Joe & Nancy Thompson Family Fund 1,427,867

Brian & Diane Travers Family Fund 15,450

Ron & Dorothy Triffo Family Fund 2,872,635

Victor-Osten Fund 805,572

Watson Family Fund 115,779

Weir Family Fund 732,273

Genevieve (Jean) Whiting Fund 67,508

Douglas & Jane Wilson Fund 48,852

Justin J. Wong Memorial Fund 29,104

C.J. Woods, FCA Family Fund 247,637

Ron & Donna Worthington Family Fund 41,188

Yih Family Charitable Giving Fund 9,908

Ralph & Gay Young Family Fund 490,752

Ralph & Gay Young Family Capital Fund 549,692

Families of Donor Advised Funds

Rotary Club of Edmonton West Funds

Zen Moisey Rotary Club of West Edmonton Fund 13,426

Rotary Club of Edmonton West Fund 75,899

EDMONTON COMMuNiTY FOuNDATiON FLOw-THROuGH FuNDS

Edmonton Community Foundation Flow-through Fund 1,329,429

Life Is A Promise Charity Fund 191,520

Stollery Small Grants Fund 86,000

Youth Empowerment Fund* 50,000

TOTAL: DONOR ADVISED FUNDS $ 125,132,074

*Funds established by the John & Barbara Poole Family

Page 36: Edmonton Community Foundation - 2010 Annual Report

34 Edmonton Community Foundation ~ 2010 annual REpoRt

DONOR ADViSED FuNDS DiSBuRSEMENTS

TOTAL DISBURSEMENTS IN 2010: $ 6,916,411

Year End Balance

Abbottsfield Youth Project 38,000

ABC Head Start Society 40,000

Aga Khan Foundation Canada 15,000

Alberta Avenue Community League 15,000

Alberta Ballet Company 16,000

Alberta Baroque Music Society 1,300

Alberta Book Fair Society 10,000

Alberta Cancer Foundation 8,857

Alberta College of Art and Design 25,000

Alberta Council for Environmental Education 10,000

Alberta Council on Aging 300

Alberta Craft Council 11,000

Alberta Ecotrust Foundation 100,000

Alberta Lung Association 21,000

ALS Society of Canada 500

Alzheimer Society of Alberta & Northwest Territories 1,003

Anglican Parish of Christ Church 2,000

Art Gallery of Alberta 7,000

Arthritis Society (Alberta & NWT Region) 459

Banff Centre 40,000

Bernadette N. Swan Social Care Foundation 200

Big Brothers Big Sisters Society of Edmonton & Area 28,000

Bird Studies Canada 800

Bissell Centre 78,229

Black Gold Regional Division #18 700

Boyle McCauley Health Centre 8,095

Boyle Street Service Society 50,000

Boys’ & Girls’ Clubs of Edmonton 1,000

Braemar Baptist Society of Edmonton 2,611

British Columbia Guide Dog Services 60,000

British Columbia Society for the Prevention of Cruelty to Animals

35,000

Calgary Science Centre Society 1,000

Camp Health, Hope & Happiness Society 1,000

Canadian Breast Cancer Foundation 1,500

Canadian Diabetes Association of Alberta & NWT Region

4,554

Canadian Federation for Sexual Health 12,900

Canadian Hunger Foundation (CHF) 20,000

Canadian Paraplegic Association (Alberta) 300

Canadian Parks and Wilderness Society 1,831

Canadian Red Cross Society, Edmonton 25,550

Year End Balance

Canadian Society of Decorative Arts 20,000

Canadian Wildlife Federation 800

Capital Care Foundation 1,000

Caritas Hospitals Foundation 6,607

CASA Child, Adolescent and Family Mental Health 50,000

Catalyst Theatre Society of Alberta 1,000

Catholic Archdiocese of Edmonton 8,500

Catholic Social Services 26,041

Centre for Family Literacy Society of Alberta 100

CGIT Board of Edmonton Society 31,000

Chimo Youth Retreat Centre 790

Christmas Bureau of Edmonton 4,500

Citadel Theatre 123,159

City of Edmonton 85,000

CKUA Radio Foundation 10,111

Clean Scene 500

CNIB (Alberta-NWT Division) 7,941

Community Foundations of Canada 13,200

Compassion Canada 600

Compassion House Foundation 300,000

Concordia High School 250

Concordia University College 59,750

Concrete Theatre Society 15,000

Creating Hope Society Of Alberta 1,500

Diabetes Research Institute Foundation, Canada, Inc. 159

Dickinsfield Amity House 10,000

Doctors Without Borders Canada 20,259

Ducks Unlimited Canada 35,000

E4C (Edmonton City Centre Church Corporation) 175,625

Ecojustice Canada 12,575

Edmonton and Area Land Trust 29,937

Edmonton Buddhist Research Institute 2,000

Edmonton Caring Clowns Society 530

Edmonton Catholic Separate School District 7 5,100

Edmonton Community Foundation 224

Edmonton Down Syndrome Society 5,000

Edmonton Garrison Military Family Resource Centre Society

5,480

Edmonton Gleaners Association 5,300

Edmonton Heritage Festival Association 400

Edmonton Humane Society (SPCA) 41,200

Edmonton Inner City Housing Society 38,860

Page 37: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 35

DONOR ADViSED FuNDS DiSBuRSEMENTS (continued)

Year End Balance

Edmonton International Street Performers Festival 530

Edmonton Jazz Society (1973) 10,195

Edmonton Kiwanis Music Festival Association 284

Edmonton Meals on Wheels 1,200

Edmonton Musical Theatre Society 400

Edmonton New Shadow Theatre Society 26,000

Edmonton Opera Association 2,150

Edmonton People In Need Shelter Society 1,600

Edmonton Public Library 500

Edmonton Public Schools 2,000

Edmonton Recital Society 10,000

Edmonton Symphony Society 6,711

Edmonton Wardrobe For Women In Need Association 1,500

Edmonton Women’s Shelter Ltd. 4,300

Edmonton Youth Orchestra Association 1,361

Edzimkulu, A Society for Children of AIDS 51,450

Eleanor Luxton Historical Foundation 50,000

Elizabeth Fry Society of Edmonton 5,000

Elk Island Public Schools Regional Division No. 14 1,000

Esther Honens International Piano Competition Foundation

100

Eternal Word Television Network, Inc. 2,000

Evangelical Medical Aid Society 1,500

Federation of Alberta Naturalists 15,000

Firefighters Burn Treatment Society 500

First Millwoods United Church 500

Fort Edmonton Foundation 500

Fort Saskatchewan Hospital Foundation 692

Franciscan Sisters Benevolent Society 20,000

Friends of Boys’ and Girls’ Clubs of Edmonton 3,300

Friends of PAAFE (Prostitution Awareness & Action Foundation)

1,100

Gateway Association for Community Living 1,000

George Spady Centre 2,400

Global Angel Charitable Organization 15,000

Grant MacEwan University Foundation 1,851,307

Gray House Guild 40,000

Greater St. Albert Catholic Regional Div. #29 700

Habitat for Humanity Edmonton Society 739

Headway School Society of Alberta 2,000

Heart & Stroke Foundation of Alberta 1,000

Hervey Foundation for Cats 100

Hope Foundation of Alberta 500

Hope Mission 26,586

Year End Balance

iHuman Youth Society 376,134

Inner City Youth Development Association 5,000

International Justice Mission Canada 188

Iqaluit District Education Authority 30,285

Jellinek Society 159

Junior Achievement of Northern Alberta & NWT 10,000

Juvenile Diabetes Research Foundation Canada 20,000

Kids Help Phone 250

Kids Kottage Foundation 30,000

Kids Up Front Foundation (Edmonton) 15,600

Kids With Cancer Society of Northern Alberta 99,000

KidSport Greater Victoria 15,000

King of Kings Lutheran Church of St. Albert, Alberta 250

Leukemia Research Fund of Canada 500

Little Bits Therapeutic Riding Association 529

Lurana Shelter Society 3,300

Make-A-Wish Foundation of Northern Alberta 30,000

Mark Mercier Foundation 5,000

Marketplace Missionary Society 1,000

Mary A. Tidlund Charitable Foundation 10,000

McDougall House Association 30,000

Mental Health Foundation 10,000

Missionaries of Charity Inc. 2,000

Mothers Against Drunk Driving 500

Multicultural Family Resources Society 9,000

Multiple Sclerosis Society of Canada, Alberta and NWT Division

1,575

Music by the Sea Society 20,000

Mustard Seed Street Church (Edmonton) 60,602

National Arts Centre Foundation 30,000

Nature Conservancy of Canada 28,416

New Tribes Mission of Canada 2,500

Newly United Operatic Vocalists Association (NUOVA)

11,003

Nextwave Foundation 10,000

Nina Haggerty Centre for the Arts 19,700

NorQuest College Foundation 13,400

Northern Alberta Institute of Technology 3,000

Northern Canada Evangelical Mission Inc. 1,500

Northern Light Theatre 1,000

Novayana Society for Eastern and Western Studies 2,000

One Child’s Village: A Global Orphans Foundation 1,000

Operation Eyesight Universal 500

Operation Friendship Seniors Society 4,834

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36 Edmonton Community Foundation ~ 2010 annual REpoRt

DONOR ADViSED FuNDS DiSBuRSEMENTS (continued)

Year End Balance

Opportunity International Canada 1,000

Options Sexual Health Association 13,651

Parkinson’s Society of Alberta 700

Pembina Foundation for Environmental Research and Education

1,500

Personal Community Support Assoc. of Alberta 33,000

Peter & Catharine Whyte Foundation 10,000

Phillips Exeter Academy Canadian Scholarship Foundation

100,000

Pilgrims Hospice Society 66,000

Plan International Canada Inc. 1,000

Planned Lifetime Advocacy Network (PLAN) Edmonton

10,000

Prelature of the Holy Cross and Opus Dei for Canada Trust

2,000

Pro Coro Society - Edmonton 5,000

Providence College 1,000

Recreation for Life Foundation 1,000

Red Sky Performance 10,000

Rehoboth A Christian Assoc. for the Mentally Handicapped of AB

3,000

Rock Lutheran Inner City Society 250

Rotary Foundation Canada 1,200

Royal Alexandra Hospital Foundation 276,283

Salvation Army Alberta & NWT Division 43,800

Salvation Army Edmonton Temple Corps 250

Save the Children - Canada 1,000

Schizophrenia Society of Alberta 457

Scouts Canada - Northern Lights Region 5,000

Seniors Association of Greater Edmonton (SAGE) 2,485

Shiloh Rebman Youth Ranch Society 1,000

Side Door Ministries 8,140

Sierra Club of Canada Foundation 10,000

SKILLS Society Creating Supportive Environments for People

3,250

Southminster-Steinhauer United Church 20,000

Spinal Cord Injury Treatment Centre (Northern Alberta) Society

80,000

St. Herman of Alaska Orthodox Church of Edmonton 1,000

St. Joseph’s Auxiliary Hospital of Edmonton 1,000

St. Michael’s Extended Care Centre Society 5,000

STARS (Alberta Shock Trauma Air Rescue Society) 55,973

Stephen Lewis Foundation 374

Year End Balance

Stollery Children’s Hospital Foundation 55,911

Stratford Shakespearean Festival of Canada 800

Support Network 700

Synod of the Diocese of Edmonton 1,000

Taylor College & Seminary 3,000

Teatro La Quindicina Theatre Society 1,400

Temple Beth Ora Congregation of Edmonton 1,000

Tempo School 16,627

Terra Association 63,737

Theatre Network (1975) Society 5,400

Tides Canada Foundation 35,000

Ukrainian Shumka Dancers 10,000

UNICEF Canada 100

United Way of Greater Victoria 15,000

United Way of the Alberta Capital Region 54,043

United World Mission of Canada, Inc 800

University Hospital Foundation 101,049

University of Alberta 642,146

University of Regina 10,000

University of Saskatchewan 2,000

Valley Zoo Development Society 1,000

Walterdale Theatre Associates 1,000

War Amputations of Canada 159

Wetaskiwin Regional Division No.11 2,400

Wildlife Rehabilitation Society of Edmonton 100

WINGS of Providence Society 13,000

Winnifred Stewart Association for the Mentally Handicapped

200

Winnifred Stewart Foundation 30,000

Women Building Futures Society 300

Wordfest, Banff-Calgary International Writers Festival

5,000

Workshop West Playwrights’ Theatre Society 6,000

World Relief Canada 1,170

World Wildlife Fund Canada 1,000

Writers’ Guild of Alberta 5,000

YOUCAN - Edmonton 10,000

Youth Emergency Shelter Society of Edmonton 82,839

Youth Restorative Action Project 33,100

Zebra Child Protection Centre Society 1,000

Page 39: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 37

SCHolaRSHip, BuRSaRy and aWaRd FundSDonors help students achieve their education and career goals by offering support with scholarships based on a wide range of criteria. These funds can be discretionary, designated or donor advised.New funds in 2010 are listed in bold type.

Year End Balance

Acadia House Scholarship Fund 10,494

All Weather Windows’ Scholarship Fund 211,570

Diana Bacon Scholarship Fund 14,278

MLA Carl Benito Award Fund 39,062

Albert Bodnarchuk Award Fund 11,171

Margaret-Ellen Bonar Scholarship Fund 11,091

Deb Cautley Award Fund 27,516

Cheriton Student Award Fund 347,026

Thomas Chong Memorial Trust Fund 40,585

Frantisek Cikanek Memorial Fund 12,741

Judy Craig Professional Development Endowment Fund

9,686

Esther & Peter Cunliffe Fund 59,909

Evelyn Mary Darch Memorial Fund 12,879

Edmonton Refugee & Emerging Community Awards Fund

28,265

ERHC Trade Scholarship Endowment Fund 325,523

Nancy Fairley Scholarship Fund 242,005

Farmer Family Instrumental Organ Scholarship Fund 30,760

Farmer Family Kiwanis Fund 17,992

Harry Farmer Memorial Fund 12,870

Kathleen Farmer Memorial Fund 12,870

Mike Fogolin Spirit of Champions Scholarship Fund 48,604

John Patrick Gillese Fund 13,731

Sarah & Martin Gouin Family Education Fund 1,017,026

Marshall Hamar Memorial Fund 34,773

Hartwell Family Award Fund 19,625

Chris Hunter Memorial Fund 24,926

Chris Judge Endowment Fund 41,830

Rose Margaret King Education Fund 559,249

Jeffrey Klaus Scholarship Fund 63,182

Catherine Lalonde Memorial Scholarship Fund 63,241

Charmaine Letourneau Fund 42,390

Beverley MacLean Legacy Fund 74,555

ManCap Legacy Education Grant Fund 447,794

Manning Family Fund 11,807

Al Maurer Awards Fund 109,956

Year End Balance

McCauley School “Invest in the Future” Scholarship Fund

24,434

Dr. John Melling Scholarship Fund 1,359,044

Jean & Gregory Moisey Fund 20,543

Leilani Muir Fund 53,280

Paul & Florence Mulyk Fund 11,502

Alexandra Munn Scholarship Fund 48,874

John & George Nikel Music Award Fund 53,224

Evelyn & Gene Norville Memorial Scholarship Fund 76,274

Terrance O’Connor Award Fund 18,155

Dr. David Plotsky Memorial Fund 9,516

Ernest E. Poole 1906 Stoughton Awards Endowment Fund

98,842

Della Roland Memorial Fund 11,446

Saint John’s School of Alberta Bursary Fund 17,073

Saint John’s School of Ontario Bursary Fund 28,247

Father Sargeant Scholarship Fund 9,767

Maria T. Schneider Fund 18,898

Shauna Seneca Award Fund 14,802

Ranald & Vera Shean Memorial Scholarship Fund 940,355

Stollery Education Trust Fund 247,926

Symphony Women’s Educational Assistance Fund 46,298

Vasa Skandia Award Fund 39,706

John & Andrea Wallin Fund 25,713

Dave Williams Leadership Award Fund 31,434

Belcourt Brosseau Metis Awards Funds

Belcourt Brosseau Metis Awards Fund 13,619,449

Enbridge Pipelines Inc. Belcourt Brosseau Metis Awards Fund

77,515

June Virginia Robinson Memorial Award Fund 10,079

Syncrude Canada Ltd. Belcourt Brosseau Metis Award Fund

30,152

Community Scholarships Funds

John & Barbara Poole Family Community Scholarship Fund

102,893

Stollery Community Scholarship Fund 109,000

TOTAL: SCHOLARSHIP, BURSARY AND AWARD FUNDS $ 21,205,423

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38 Edmonton Community Foundation ~ 2010 annual REpoRt

SCHOLARSHiP, BuRSARY AND AwARD DiSBuRSEMENTS

TOTAL DISBURSEMENTS IN 2010: $ 629,712

Foundation Administered

146 Belcourt Brosseau Métis Awards recipients 419,678

4 Community Scholarship recipients 9,000

3 Nancy Fairley Scholarship recipients 9,000

2 Don Howden and Jane Squire Howden Awards recipient

5,000

13 Rose Margaret King Merit Award recipients 18,000

1 Charmaine Letourneau Scholarship recipient 1,500

2 Al Maurer Award recipients 4,000

2 Alexandra Munn Scholarship recipients 1,400

1 David Plotsky Award recipient 500

3 Probert Math Award recipients 13,694

2 Ranald & Vera Shean Memorial Scholarships recipients

2,247

1 Dave Williams Leadership Award recipient 1,000

1 Youth Formerly in Care Bursary recipient 1,500

Other

Andrew School 688

Bev Facey Composite High School 500

City of Edmonton 2,478

Concordia University College 5,000

Edmonton Catholic Separate School District 7 1,600

Edmonton Kiwanis Music Festival Association 1,000

Edmonton Public Schools 4,138

Edmonton Youth Orchestra Association 3,612

Grant MacEwan University Foundation 30,410

Hope Mission 2,000

Learning Disabilities Association of Alberta - Edmonton Chapter

500

Lethbridge College 10,000

ManCap Foundation 18,000

Neuchatel Junior College 2,000

NorQuest College 19,000

Northern Alberta Institute of Technology 19,168

Northern Gateway Regional Division No. 10 500

Outward Bound Canada 808

Pembina Hills Regional Division No. 7 500

Rimbey Christian School Society 500

Royal Canadian College of Organists Edmonton Centre

1,400

South East Cornerstone School Division No. 209 3,311

University of Alberta 14,580

University of Calgary 1,000

Yellowhead Koinonia Christian School 500

EmERGinG FundSEmerging funds allow donors to gradually build named funds. This option encourages a first gift of $1,000 plus the donor’s commitment to add steadily to the fund until it reaches $10,000. Amounts are disbursed to charitable causes only when the fund amount reaches this level.New funds in 2010 are listed in bold type.

Year End Balance

26BG1234 Family Fund 2,936

Anonymous 7,355

Anonymous Fund #15 3,588

Sam and Sonia Azer Family Fund 7,702

Babb/Murchison Family Fund 1,295

John J. Boyd Family Fund 5,242

Michael and Kathryn Brechtel Fund 753

Bull Family Fund 2,127

David & Deb Cautley Family Legacy Fund 2,844

CKUA Board of Directors Fund 8,525

Year End Balance

Collinge Fund 8,721

Coutts/Jager Family Fund 9,892

Mary DeFerro Fund 245

Edmonton in Bloom Fund 4,779

Diann & Art Etter Fund 2,771

Charlotte and Tom Fredericks Fund for CKUA 999

Sheldon Jaima & Jacqueline Geller Fund 1,112

Frederic and Alma Gojmerac Family Fund 6,909

Bill & Ruth Grundy Student Award Fund 7,663

Harper-Kennedy Fund 6,785

Page 41: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 39

EMERGiNG FuNDS (continued)

Year End Balance

Harvonen Family Fund for Young Children 8,447

Holy Spirit Lutheran Church Fund 1,008

Jane Hopkinson Fund 3,046

House Family Fund 3,936

Keating Family Hedgehog Fund 110

Sophia Kinasevich Memorial Fund 3,194

Kirby Family Fund 2,002

Kathy Lenihan Fund 3,733

Mark D. Lepine Fund 1,172

Leung Family Fund 7,302

Louis Lieberman Family Fund 3,958

Arlene Meldrum Community Action Fund 7,086

Margaret Michaud Family Fund 6,864

Nichols Family Fund 6,604

Osback Brown Fund 5,141

Otteson Family Fund 7,121

Pilgrims Hospice Fund 6,011

Platten-Brimacombe Family Fund 6,491

Linda & Val Pohl Family Fund 2,063

Year End Balance

David & Cheryl Porter Fund 9,543

Allan R. Purvis Junior Hockey Memorial Fund 8,573

Rau Family Belcourt Brosseau Metis Award Fund 1,084

Redshoe Family Fund 5,856

Geraldine Cecilia Riley Fund 7,499

Ross Sheppard Alumni Basketball Award Fund 4,365

Shelemey Client Memorial Trust Fund 9,881

Emmy Stuebing Family & Friends Fund 5,369

Teen Time of Edmonton Fund 7,109

Tiger Family Fund 8,832

United Way of the Alberta Capital Region Endowment Fund

6,130

Germaine & walter walchuk Fund 5,005

Walterdale Players’ Endowment Fund 1,566

Sam wong Fund 2,058

YESS 2 Love Fund 3,278

Yez Family Fund 9,902

Linda M. Youell and Gerald w. Youell Fund for the Arts

2,602

Princess Taz Zowtuk Family Fund 1,100

TOTAL: EMERGING FUNDS $ 277,284

opERatinG EndoWmEnt FundSThe goal of Edmonton Community Foundation is to maximize the amounts available to support charities. ECF takes a prudent approach to the cost of operations and sincerely appreciates the assistance of donors who contribute directly to the operating costs of Edmonton Community Foundation or to the Operating Endowment Fund.

Year End Balance

Edmonton Community Foundation Operating Endowment Fund

2,775

Year End Balance

John & Barbara Poole Family 2,281,395

Jack Watson Family Fund 10,380

TOTAL: OPERATING ENDOWMENT FUNDS $ 2,294,549

TOTAL DISBURSEMENTS IN 2010: $ 76,285

Page 42: Edmonton Community Foundation - 2010 Annual Report

40 Edmonton Community Foundation ~ 2010 annual REpoRt

adminiStEREd FundSAdministered funds are held for other charities as a community service. These funds are not endowed with ECF. No new Administered Funds have been accepted since January 1, 2005.

TOTAL DISBURSEMENTS AND TRANSFERS IN 2010: $ 5,070,095

Year End Balance

Alberta Aviation Museum Association Administered Fund

169,031

Battle River Community Foundation Fund 5,904,882

Boys’ & Girls’ Clubs of Alberta Fund 12,997

Brail Tone Music Society of Canada Fund 11,568

CFRN TV Good Neighbour Fund Society Fund 596,120

Cosmopolitan Music Society Administered Fund 45,206

Drayton Valley Community Foundation Fund 482,781

Edmonton Jewish Community Charitable Foundation Fund

596,175

Edmonton Rotary Club Foundation Fund 755,318

Edmonton’s Food Bank Fund 697,840

EICHS Projects Built After 1995 Replacement Reserve Fund

463,715

Environmental Law Centre (Alberta) Society Fund 135,009

General Hospital (Grey Nuns) Foundation Fund 56,434

Heritage Agricultural Society Administered Fund 19,386

Heritage Festival Fund 462,410

Imrie Fund for Community Mental Health 231,814

Jewish Family Services Fund 76,113

Year End Balance

Lion’s Eye Bank (Alberta) Society Vern Millard Memorial Endowment Fund

67,931

Mayerthorpe Area Community Foundation Fund 139,437

Our House Addiction Recovery Fund 173,046

Shragge (Jewish Family Services) Fund 17,122

Sigma Alpha Mu (Jewish Family Services) Fund 16,456

Sisters of Our Lady of the Cross Endowment Educational Assistance Fund

121,719

Sport Central Association Fund 115,867

St. Albert Community Foundation Administered Fund

18,766

St. Paul’s Foundation (Edmonton) Fund 1,974,083

Strathcona Shelter Society - A Safe Place Fund 9,347

Telephone Historical Centre Endowment Fund 34,393

Tevie Miller Heritage School Society Fund 98,821

Vega Scholarship Fund (for the Edmonton Space and Science Centre)

79,502

TOTAL: ADMINISTERED FUNDS $ 13,583,289

Page 43: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 41

Financial HighlightsYear ended December 31, 2010

• Totalvalueoffundsamountedto$276.6million(2009: Restated $253.8 million)

• $18.1millionreceivedincontributions (2009: $18.4 million)

• 56newfundscreated(2009:43) • Totaldisbursementsforcharitablecauses

were $16.1 million (2009: $10.5 million)

• Returnoninvestmentof8.68%netofaveragecustodianandinvestmentcounselfees(2009:14.75%)

• Annualisedreturnof8.02%since1989(grossoffees)• Netadministrationcostswere0.59%oftheaverage

market value of all funds, excluding custodian and investmentcounselfees(2009:0.67%)

(thousands of dollars)

Donor Advised Funds1 $ 128,800

Designated Funds2 59,792

Community Funds3 31,720

Scholarship, Bursary and Award Funds

16,414

Field of Interest Funds 15,000

Administered Funds 13,583

Restricted Fund 3,477

Combined Purpose Funds 3,253

Operating Endowment Funds 2,295

Social Enterprise Funds 2,260

$ 276,594

1 Includes Emerging and Flowthrough Funds

2 Includes designated Scholarship, Bursary and Award, Our Children’s Millennium and Edmonton & Area Land Trust Funds

3 Includes Winspear Funds

FUNDSThe total value of the funds was $276.6 million.

(thousands of dollars)

Arts, culture & heritage $ 6,179

Education & learning 3,434

Social & community services 3,216

Health & wellness 1,572

Environment, recreation & leisure 692

Scholarships & awards 547

Other 434

$ 16,074

DISBURSEMENTS FOR CHARITABLE PURPOSES Disbursements for charitable purposes were $16.1 million (including $5,070,000 from funds administered for other charities).

ADMINISTRATIONNet administration costs were kept to 0.59% of the average market value of all funds.

47% Donor Advised Funds

22% Designated Funds

11% Community Funds

6% Scholarship, Bursary and Award Funds

5% Administered Funds

5% Field of Interest Funds

1% Restricted Fund

1% Combined Purpose Funds

1% Operating Endowment Funds

1% Social Enterprise Funds

39% Arts, culture & heritage

21% Education & learning

20% Social & community services

10% Health & wellness

4% Environment, recreation & leisure

3% Scholarships & awards

3% Other

65% Salaries and contract services

14% General administration

12% Communications & donor services

4% Professional fees

3% Program & community support

2% Occupancy

(thousands of dollars)

Salaries & contract services $ 1,388

General administration 310

Communications & donor services 264

Professional fees 82

Program & community support 72

Occupancy 38

Contributions & recoveries (567)

$ 1,587

Page 44: Edmonton Community Foundation - 2010 Annual Report

42 Edmonton Community Foundation ~ 2010 annual REpoRt

FinanCial REpoRt Donors trust Edmonton Community Foundation to make effective decisions to best meet the needs of the community, now and forever.

GoVERnanCE

A volunteer board represents the community’s interest, sets direction and standards and monitors all facets of our operations. Edmonton Community Foundation Amendment Act, 2006 gave the power to appoint board members to the Committee of Nominators. Members of this committee are appointed by the following: the Mayor of the City of Edmonton, the Chair of the Board of the Edmonton Chamber of Commerce, the President of the Edmonton and District Labour Council, the senior Justice resident in Edmonton of the Court of Queen’s Bench of Alberta, the United Way of the Alberta Capital Region, the University of Alberta, and the Edmonton Bar Association.

Additional community volunteers serve on a number of committees chaired by a Board member. The committees offer counsel to staff and provide recommendations to the Board to help meet its overall responsibilities.

The Chief Executive Officer, hired by and reporting to the Board, hires and manages all staff and ensures that everyone works together within the strategic direction set by the Board.

inVEStmEnt pRaCtiCE

Edmonton Community Foundation investment and disbursement practices reflect the long-term time horizon that is the nature of permanent endowments.

We are committed to providing maximum benefits to our community, now and forever.

An Investment Committee with senior level investment management experience reviews performance using a benchmark performance

measurement system. The Board reviews investment performance and the target portfolio mix regularly. Investments are professionally managed, earning an annualized rate of return on pooled investment of 8.68%in2010(netofaveragefees)and8.02%since1989 (gross of fees).

diSBuRSEmEnt GuidElinES

By following a disciplined disbursement policy and in accordance with Canada Revenue Agency guidelines, funds keep pace with inflation and can accommodate periodic weak investment performance. Over time, our community receives more support than if any higher percentage of fund value were disbursed.

adminiStRatiVE CoStS and CuStodian and inVEStmEnt CounSEl FEES

Net administration costs and custodian and investment counsel fees are kept to approximately 1%oftheaveragemarketvalueofallfunds.

Net earnings in excess of disbursements, administrative costs and custodian and investment counsel fees are reinvested so the Foundation’s endowment funds and grants continue to grow year after year. Edmonton Community Foundation does not undertake fundraising events or campaigns for which it pays fundraising fees, costs or expenses, although there may be occasional events organized by volunteer third parties.

25% Canadian Equities 22% Fixed Income 18% U.S. Equities 15% International Equities 7% Cash, Cash Equivalents

and Money Market Funds 5% Private Equity 5% Real Estate 2% Infrastructure 1% Mortgage Funds

Consolidated Trust Fund Portfolio (December 31, 2010)

Page 45: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 43

25% Canadian Equities 22% Fixed Income 18% U.S. Equities 15% International Equities 7% Cash, Cash Equivalents

and Money Market Funds 5% Private Equity 5% Real Estate 2% Infrastructure 1% Mortgage Funds

Consolidated Trust Fund Portfolio (December 31, 2010)

REpoRt oF tHE indEpEndEnt auditoR on tHE SummaRizEd FinanCial StatEmEntS

To the Directors of Edmonton Community Foundation

The accompanying summarized financial statements, which comprise the summarized consolidated statement of financial position as at December 31, 2010, the summarized consolidated statement of changes in fund balances for the year ended December 31, 2010, and related note, are derived from the audited consolidated financial statements of Edmonton Community Foundation for the year ended December 31, 2010. We expressed an unmodified audit opinion on those consolidated financial statements in our report dated April 13, 2011. Those financial statements, and the summarized financial statements, do not reflect the effects of events that occurred subsequent to the date of our report on those financial statements.

The summarized financial statements do not contain all the disclosures required by Canadian generally accepted accounting principles. Therefore, reading the summarized financial statements is not a substitute for reading the audited consolidated financial statements of Edmonton Community Foundation.

manaGEmEnt’S RESponSiBility FoR tHE SummaRizEd FinanCial StatEmEntS

Management is responsible for the preparation of a summary of the audited consolidated financial statements on the basis described in the note to the summarized financial statements.

auditoR’S RESponSiBility

Our responsibility is to express an opinion on the summarized financial statements based on our procedures, which were conducted in accordance with Canadian Auditing Standard (CAS) 810, Engagements to Report on Summary Financial Statements.

opinion

In our opinion, the summarized financial statements derived from the audited consolidated financial statements of Edmonton Community Foundations for the year ended December 31, 2010, are a fair summary of those financial statements, on the basis described in the note to the summarized financial statements.

Signed by Deloitte & Touche LLPChartered Accountants

April 26, 2011

BaSiS oF pRESEntation

The summarized financial statements do not contain all the disclosures required by Canadian generally accepted accounting principles. Therefore, reading the summarized financial statements is not a substitute for reading the audited consolidated financial statements of Edmonton Community Foundation (the “Foundation”).

The Foundation is committed to full accountability and transparency in all we do. Our audited consolidated financial statements for the year ended December 31, 2010, including all disclosures required by Canadian generally accepted accounting principles, are available on our website at www.ecfoundation.org or to receive copies by mail, phone (780) 426-0015.

Page 46: Edmonton Community Foundation - 2010 Annual Report

Approved by the board:

Penny Omell, Director John Mahon, Director

44 Edmonton Community Foundation ~ 2010 annual REpoRt

SummaRizEd ConSolidatEd StatEmEnt oF FinanCial poSition December 31, 2010 (thousands of dollars)

2010 2009

ASSETS

CURRENT

Cash and cash equivalents $ 2,960 $ 2,921

Trust assets - investments – 560

Trust assets 160 –

Current portion of loans receivable – 305

Amounts receivable 416 388

3,536 4,174

INVESTMENTS 273,667 250,850

CAPITAL ASSETS 113 138

$ 277,316 $ 255,162

LiABiLiTiES

CURRENT

Accounts payable and accrued liabilities $ 389 $ 339

Distributions payable 52 70

Trust liabilities - investments – 560

Trust liabilities 160 –

Funds administered for others 13,583 17,010

Deferred contributions 9 83

Deferred contributions - Province operating 53 74

Deferred contributions - Province Path to Loan Grants 19 80

Deferred contributions - Safety Council – 75

Deferred contributions - Social Impact 40 130

14,305 18,421

FuND BALANCES

Endowment funds 252,225 225,158

Non-endowment funds 7,309 8,506

Restricted fund 3,477 3,077

263,011 236,741

$ 277,316 $ 255,162

Page 47: Edmonton Community Foundation - 2010 Annual Report

Edmonton Community Foundation ~ 2010 annual REpoRt 45

Summarized ConSolidated Statement of ChangeS in fund BalanCeS Year ended December 31, 2010 (thousands of dollars)

2010 2009

Endowment Funds

Non- endowment Funds

Restricted Fund

Total

Endowment Funds

Non- endowment Funds

Restricted Fund

Total

Contributions $ 14,025 $ 2,573 $ – $ 16,598 $ 12,879 $ 4,059 $ – $ 16,938

Investment income (losses) 22,890 602 400 23,892 26,928 769 (175) 27,522

Expenditures - net (2,875) (78) – (2,953) (2,674) (79) – (2,753)

Distributions approved (6,990) (4,277) – (11,267) (5,943) (2,813) – (8,756)

Transfers (to) from:

Endowment funds – (17) – (17) – – – –

Non-endowment funds 17 – – 17 – – – –

INCREASE (DECREASE) DURING THE YEAR

27,067

(1,197)

400

26,270

31,190

1,936

(175)

32,951

BALANCE BEGINNING OF YEAR AS PREVIOUSLY REPORTED

226,144

8,533

3,077

237,754

194,451

6,581

3,252

204,284

ADJUSTMENT TO OPENING FUND BALANCES

(986)

(27)

(1,013)

(483)

(11)

(494)

BALANCE, BEGINNING OF YEAR, AS RESTATED

225,158

8,506

3,077

236,741

193,968

6,570

3,252

203,790

BALANCE, END OF YEAR $ 252,225 $ 7,309 $ 3,477 $ 263,011 $ 225,158 $ 8,506 $ 3,077 $ 236,741

Page 48: Edmonton Community Foundation - 2010 Annual Report

donors$1.0 – $4.9 million

Anonymous

John & Barbara Poole Family

$500,000 – $999,999

Anonymous

Pearl Elizabeth Cunningham

John Foy

Florence MacKenzie

Stanley A. Milner

Alberta Orange Foundation for Children

$100,000 – $499,999

Allen Family

Larry & Janet Anderson

Andromeda Investments Ltd.

Bow Valley Community Foundation

L. Randall & Margo S. Cable

Margaret Campbell

Clarence Christensen

Ernie Christman

City of Edmonton

Craig Simpson "Never Say Never" Charity Golf Tournament

Edmonton Folk Music Festival Society

Edmonton Opera Association

Rod Eidem

Government of Canada

Dorothy Marie Guilday

Hole Developments Ltd.

Harry & Muriel Hole

Jonan Enterprises Ltd.

Hugh & Madge McColl

Nicholas Paul Ochotta

Thomas Olenuk

Kayla Shoctor

TELUS Corporation Victoria School Foundation for the Arts

Francis G. Winspear

$25,000 – $99,999 Alberta Heritage Scholarship Fund

Alberta International Band Festival Association

Alberta Synod of the Evangelical Lutheran Church in Canada

All Weather Windows Ltd.

Anonymous

Robert A. Bailey

Carl Benito

Charles Frederick Bentley

June Block

Ross & Muriel Cheriton

Dentistry Canada Fund

Pat Eidem

Neil Fenna

John & Leni Honsaker

William & Shirley Lakey

Barbara Leah

Province of Alberta

Francis C.R. Price

Sydney Rombough

Arnold & Grace Rumbold

SKILLS Society Creating Supportive Environments for People

Stollery Charitable Foundation

Syncrude Canada Ltd.

Victor-Osten Fund

Winnipeg Foundation

$10,000 – $24,999

Margaret Andrekson

Barry A. Biglow

Canadian Home Builders' Association-Edmonton Region

Connor, Clark & Lunn Foundation Ltd.

Elly de Jongh

Roger Delbaere & Lynette Husum

Randy Diamond

Edmonton Oilers Community Foundation

Audrey Eikeland

Martin Garber-Conrad

L. Neil Gower

Vern & Leona Hartwell

Margaret Hiller

Audrey Holmes

John & Elizabeth Holt

Otto & Johanna Holzapfel

Garnet Ireland

Ted Kouri & Mai Anh Le Van

Eugene Kozak & Loretta Van Brabant

Allan & Donna Lundell

Mawer Investment Management Ltd.

McLennan Ross LLP

Ogilvie LLP

Phillips, Hager & North Investment Management Ltd.

Doris E. Pimm

Nancy Power

Alan Pratt

Russell & Marjorie Purdy

Rosalie Rector

Ritchie Mill Law Office

Harold & Heidi Robinson

Ronald G. Rowswell

Servus Credit Union Ltd.

Rod & Jane Simpson

Teja Singh

Jerome & Holly Slavik

P & L Strohschein

Brian & Diane Travers

Ron & Dorothy Triffo

Marguerite Trussler

Vasa Order of America Skandia Lodge #549

Genevieve ( Jean) Mary Whiting

Young Alberta Book Society

$5,000 – $9,999

Alberta Committee of Citizens With Disabilities

Anonymous

Sharon & Douglas Barbour

John & Marion Boyd

Canadian Psychological Association Foundation

Cenovus Energy Inc.

CKUA Radio Foundation

Anne Marie Decore

DECSA (Distinctive Employment Counseling Services of Alberta)

David Dickinson & Colette Mandin

Gifford Edmonds

Enbridge Pipelines Inc.

Encana Corporation

Jim & Diana Greer

Francia Harvonen

Bruce & Gail Hogle

Imagine Canada

Karen L. Johnson

John & Val Kok

Robert & Kathryn Merrett

Metis Nations of Alberta Association

John & Maggie Mitchell

Dianne Osback

Maria T. Schneider

University of Alberta

Walter & Germaine Walchuk

Howard Walger

Ross & Eleanor Wein

Donna Worthington

Glenda & Hugh Wyatt

$1,000 – $4,999

A & B Concrete Pumping (2007) Ltd.

Alberta Association of the Deaf

Alberta Cultural Society of the Deaf

Graeme & Dagny Alston

Al-Terra Engineering Ltd.

Anonymous

Artistic Stairs Inc.

Athabasca University

Diana M. Bacon

Harold & Linda Banister

Bentall Limited Partnership

Monique & William Blundell

Julia Boberg

Boyle Street Education Centre

Canadian Western Bank Group

David & Debra Cautley

Centre for Spiritual Living

CIBC Mellon

Citadel Theatre

Rene & Lisa Cloutier

Coventry Homes

John & Ann Dea

Shannon & John Dean

Denis & Barbara Redmond

Devon Canada

Divine Hardwood Flooring (Edm) Ltd.

Dogs with Wings Assistance Dog Society

Edmonton Area Super Novice Hockey Club

Edmonton Arts Council

Edmonton Chamber of Voluntary Organizations

Edmonton Heritage Festival Association

Norman & Beverley Ellingson

Brian & Gail Faulkner

Jean Fitzsimmons

Fringe Theatre Adventures Society

Jaima Geller

General Electric Canada Inc.

Gienow Windows & Doors

Karen Good

Grant MacEwan University

Timothy & Patricia Hartnagel

Bob Hawkesworth

Kathryn Hawkesworth & Gary Kriviak

Joyce Hendrickson

Alice & Brian Hinds

Alan & Audrey Hodgson

Homeward Trust Foundation

Jane Hopkinson

Imperial Oil

Investors Group Financial Services Inc.

46 Edmonton Community Foundation ~ 2010 annual REpoRt

Page 49: Edmonton Community Foundation - 2010 Annual Report

Clare & Tammy Irwin

Jayman MasterBuilt

Martin Kennedy

Manulife Financial-United Way Campaign

Keyano College

Nadia Kinasevich

Pat & Jill Kirby

Tim & Sonia Kirby

Andrew Kiss

Larry & Kathy Klaus

Miles Kohan and Annu Kaul-Kohan

David & Sheryl Koski

Alfred & Elfrieda Krinke

Leduc/Devon Oilfield Historical Society

William Arnold (Bill) Lee

Katherine Lenihan

Alice Leung

Debra Lieberman

Esther Lieberman

Peder Lodoen

Kim & Linda Mackenzie

James McDonald

Lilian McEwen

Letha McKee

Lorna H. McPherson

Metis Child & Family Services Society

Metis Nation of Alberta Association Region One Regional Council

Metis Settlements General Council

Margaret Michaud

MPG Management Ltd.

Native Counselling Services of Alberta

Jim & Maggie Neilson

Nexen Inc.

NorQuest College

Northern Alberta Institute of Technology

Northleaf Capital Partners

Ron & Lynn Odynski

Options Sexual Health Association

Douglas Penner

Perry Homes Inc.

Rob Pierce

Forrest B. Pimm

Karen A. Platten

Val & Linda Pohl

Public School Boards' Association of Alberta

Qualico Communities

Naomi B. Rau

RBC Royal Bank

RCMP Aboriginal Policing Services

Ready Mix Concrete- Lafarge Canada Inc.

Riverbend Community League

Steve & Ann Robson

Rotaract Club of The University of Alberta

Jamie Salé

Scotiabank

Wally & Rosanna Sczebel

Mildred Alexa Seitz

Sherrick Management Limited

Gerald & Janie Shimko

Sinclair Supply Ltd.

Phyllis Skulsky

Social Enterprise Fund

St. Albert Community Foundation

Standard Life Investments

State Street Global Advisors, Ltd.

Elmer & Shirley Stawniczy

Sterling Homes (Edmonton) Ltd.

John & Avery Stobbe

Strategic Charitable Giving Foundation

Emmy Stuebing

Craig & Mark Stumpf-Allen

Suncor Energy Inc.

Talisman Energy Inc.

TD Bank Financial Group

Teen Time of Edmonton

Elizabeth A. Vetsch Professional Corporation

Sam Wong

Sheila Zane

$500 – $999

A. Clark Roofing & Siding Ltd.

AFOA Alberta

Pam Alloway

Peter Andrekson

Anonymous

Apeetogosan (Metis) Development Inc.

ATCO Gas

ATCO I-Tek Inc.

B.A.Robinson Co Ltd.

Ann & Richard Babb

Joan & Monty Baker

Ron & Heather Bell

Michael & Katie Brechtel

Canada Life Assurance Company

Canterbury Foundation

Gilbert Charest

Bob & Cathy Crockett

Paola D'Alessandro

Karen & William Davidson

Daytona Capital Corp

Catriona de Scossa

Pasquale DeLuca

Silvio & Marielos Dobri

Kathy Dolby

Kelly Dorin

Michael & Tracy Edmonds

Ellerslie South Ltd.

Agnes & Douglas Foster

William & Pauline Girgulis

Girl Guides of Canada - Alberta Council

R. Edward Hanna

H. Douglas Hunter Professional Corporation

Hurricane Machining & Manufacturing Ltd.

Donald Johnston

Lee Fogolin Design and Construction Ltd

Lenbeth Weeping Tile (Edm)

William R. MacDonald & Natalia Krawatz

Shona MacLachlan

Jim MacLean

Ross Marsh

Ray Meredith

Peter & Andrea Metcalfe

Susan & Mohammed Moussa

Natalie Anton Professional Corporation

Lawrence & Deanna Nemirsky

J. Royal Nickerson Professional Corporation

Jack & Esther Ondrack

Robert & Julie Paterson

Dwayne & Gaylene Pohranychny

Heather & Vincent Price

Heather Rae & Curtis Schmidt

Denis & Barbara Redmond

Richard Eaton Singers

Barbara Sadler Wells

Jane Sadler

Leidia Siffledeen

Frans Slatter & Brenda Blakey

Michael & Nance Smith

Phil & Brenda Smith

Walker Lakes Station Ltd.

Alison Wood

Z C L Composites

Kevin & Roxanne Zowtuk

$100 – $499

Ted & Gloria Aaron

Stephen & Renu Abela

Alberta Association of Fund Raising Executives

Alberta Craft Council

Anonymous

Lorna Arndt

Lucia Arnieri

Associate Clinic

William & Dorothy Astle

Karen & Lindsay Bass

Ralph & Virginia Behler

Alan & Alice Bell

Jagjit & Gurcharan Bhatia

Ellen Bielawksi

Susan Borland

Bill Bowers

Bert & Edna Braiden

C. Braithwaite

Ejan Bremness

Nicole Brenda

Joseph Bubel

Norman Bulat

David & Marlene Burnett

James D. Campbell

Jean R. Campbell

Thomas A. Campbell

Capital Power Employee Volunteer Program

Cast & Crew The Best Little Whorehouse in Texas

Kelly Clarke

Mary-Lou Cleveland

Jeffery & Anita Cole

Tom Collier & Margaret King

Yvonne Collinson

Bert & Joyce Cook

John Corbett

Sandra Corbett

Francis & Michelle Coulombe

Mary Jane Coxon

Shelagh Creagh

Betty Crockett-LaRose

Glenn & Lori Crowe

Cory & Carol Cunningham

Dairy Queen Grill & Chill

Larry & Margaret Davidson

Daniel Desnoyers

Harminder & Raj Dhaliwal

Fred Dicker

Janet Dixon

Dolce Vita Homes LP

Jenny Dominko

Van Dorin

Vincent Duckworth

Dunham Team Realty Inc.

ECO Medical Equipment

Jaqueline Eddy-Caithness

Edmonton Community Foundation ~ 2010 annual REpoRt 47

Page 50: Edmonton Community Foundation - 2010 Annual Report

William & Wynne Edwards

Jack & Terrie Ellis

Tracy Elofson

Mary Engelmann

Jacob & Marilyn Ens

Estate Planning Council of Edmonton

Donna Feldberg

Lois A. Field

Ted & Joan Fischer

Sanford Fitch

Laura Fogden

Brice & Rechelle Folden

Formulations Media Inc.

Charles Bruce & Margaret Foy

Catherine & Richard Fraser

Pearl Frederick

Friends of Washi Chigiri-e

Garth Fruett

Diane R. Gagnon

Won Jung Gak

Stan Galbraith

Paul & Irene Galibois

Ruth Gentile

William Gilsdorf

Moira Glerum

Izzy & Grace Gliener

Gerda & Walter Goetz

Ann & Charles Grant

Greg Greenough

Clifford Guebert

Gail Guidinger

Edward & Mavis Hahn

Pamala Hancock

Craig & Joanne Harle

Haup 2It Enterprises

Earle Hawkesworth

Joan & Alex Hawkins

Lorna Heiberg

Dennis & Elaine Helfer

Terry & Carol Hrudey

Cameron Huckell

Elizabeth Johnson

Grace Johnston

Robert J. Johnston

Sarah Johnston

Young Soo & Nancy Kim

Jill Koziey

Elaine Krepps

Maria & Lee Kruszewski

Peter & Brenda Kuerschner

Barbara Lackman

Shirley Leaker

Richard Letendre

Joel & Michelle Leveille

Jane Liden & Nancy Sorensen

Judith Lindblad

Barbara Sherwood Lollar

Robert Losie

Thomas Love

Lloyd & Lynn Malin

Johann Pelech Mann

Margaret Matheson

Theresa Matus

The Mayfair Golf Group

Fraser McClure

Beverley McConnell

Harwood McCuaig

Jim & Merla McCuaig

Margaret McFall

Cynthia McLean

William & Linda McLean

Brian & Tammy McNab

Karen McPherson

Bonnie Megley

George & Rosalie Melenka

Meta Mind Consulting Ltd.

G. Cristina Molina

C.R.S. & Jean Montgomery

Michael Murphy

William Mustard

Joan Neehall

P. Jean Newton

P.E. Newton

Ann Nielsen

Jadish & Manju Nikhanj

Cheryl Noble

Jim Noble

Penny Omell

Erika Oshiki

Sharon Osmond

Larry & Lucy Pana

Peggy Parker

Lorraine Parry

Michael Phair

Ed & Barb Pittman

Jim & Dorothy Purvis

Leonard Ratzlaff

Vanessa Reinelt

Patricia Anne Reinhardt

Helen Richards

Gunter & Ingeborg Richter

Rayfield Rideout & Michele Laberge

Bonnie Robson

Olga Roland

John Ross

Barbara & Harold Roulston

Ginetta Salvalaggio & Ronald Shute

Evelyn Schlosser

Frederick Schulte

Brendan Shoemaker

Lynnda Sharp

Mark Sirett

Steve & Lillian Smart

Roger & Elisabeth Smith

James Smyrl

Fern D. Snart

Marlene & Sidney Snelling

April Snelson

M. Joan Snyder

The Society of Management Accountants

Sparky's Electrical Services Ltd.

Neil & Sally Stewart

Megan Stock

William & Jane Sturgeon

Jacqueline Swane

Alva Swanson

SynchroComm Inc

Jack & Rita Talen

Salvatore & Leslie Tanzi

Maria & Josephine Tchong

Henry & Donna Terlecki

Joseph & Nancy Thompson

Neil & Josephine Thomson

Olive Thorne

Ian & Carol Thornton

Sharon Trelenberg

Neil & Brenda Turnell

Urban Development Institute Greater Edmonton Chapter

Bryce & Florrie Van Dusen

Jane Vaasjo

David M. & Darlene H. Vassos

Harvey Voogd & Marie Butler

Walterdale Theatre Associates

Lewis & Valerie Warke

Allan & Jean Warrack

Terry Fuga & Carol Watson

Jack & Marjorie Watson

Susan Watson

Michael Wayman

George & Roberta Wells

Ronald H. Wensel

Stephen Wildfang

Michael & Eileen Wilkinson

Maryanne Wilson

Eric Wong

Larry Wong

Warren Wong & Ruth Kettles

Linda Woollett

Morley & Pat Workun

Jack & Susan Wright

Wayne H. Wright

Ralph & Gay Young

Heather Zwicker

donors (continued)

48 Edmonton Community Foundation ~ 2010 annual REpoRt

Page 51: Edmonton Community Foundation - 2010 Annual Report

We Remember them

Honourary Gifts

Jim Allan

Sally Andrekson

Robert Bailey

Germaine Baker

Clinton Bardell

Willis Bass

James Bateman

Roland Boisvert

Robert Brockbank

Joyce Brown

Bob Bruce

Marlene Bruce

Erika Busing

Margaret Rose Christensen

Bob Colling

Nancy Cooper

John Crockett

Ken Crockett

Claudette Dorin-Burden

David Duchak

Sheila Edwards

Harold Eikeland

Ella Fenske

Harris (Gig) Field

John Foy

Jonathan Freedman

David Fuga

Dallas James Gendall

Bill Grundy

Ruth Grundy

Frieda Haliburton

Bob Hill

Fredrick Hill

Jane Hopkinson

Kathleen Jacobs

Knut Johansen

Minnie Johnson

Robyn Kelly

Sophia Kinasevich

Gilda Klimek

Louis Lieberman

Willi Lingle

William Lobay

Mary Mason

Rose McAllister

A. Blair McPherson

Gary McPherson

Arlene Meldrum

Jack Mellon

Shelley Milner

Gordon Morash

Harold Morrison

Joyce Mustard

John Kurt Nikel

Joseph O'Brien

Terrance O'Connor

Jim O'Grady

Mookie Ott

Frank Pirker

John Plunkett

Terrence Potvin

Linda Provence

Karel Puffer

Dwight Purdy

Allan Purvis

Gordon Rennie

Martin Ritter

June Virginia Robinson

Sydney Blair Rombough

Lloyd Sadler

Owen Schlosser

Tony Sheppard

Phillip Shragge

Ernie Siegel

Lavinia Singh

Gordon Henry Smith

Don Starrett

Virginia Stikeman

Teri Taylor-Tunski

Walter Thomson

Gary Tonhouser

Gordon Topma

William Weir

Ernie Wirtanen

Gerald Youell

Margaret Andrekson

Reg Basken

Kyle & Connie Clifford

Jennie & Garry Diment

Keith Driver

Neil Gower

Ellen Green

Jane Hopkinson

David King

Mark & Jo Knettig

Alexandra Munn

Ron & Penny Omell

Connie & Bob Osterman

Barb & Denis Redmond

Bud Salloum

Rob Smyth

John Wells

Ron & Donna Worthington

Leona Yez

Sandra Young

The following list memorializes those remembered through tribute gifts in 2010. The Foundation permanently records their names in its registry. A complete list can be viewed on our website.

In 2010, a number of gifts were received in honour of certain milestones or events in the lives of others. Those honoured include:

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our volunteers – the connections that help us with the work we do

Herb Belcourt

Orval Belcourt

Eva Bostrand

Georges Brosseau

John Brosseau

Kathryn Brosseau

Joyce Burnett

Richard Cook

Kathy Dolby

Yvonne Elson

Michele Gall

Donna Hamar

Elaine Hereford

Brian Hodgson

Don Howden

Ivan Ivankovich

David Koski

Jayson Lavergne

Susan Letendre

Charmaine Letourneau

Jeff MacPherson

Michael Massey

Jan McMillan

Alexandra Munn

Marlene Poloway

Tom Putt

Gisele Roy Christensen

Joachim Segger

Chris Simon

Jane Squire Howden

Loraine Steele

Cora Weber-Pillwax

There are a number of individuals who volunteer their time and expertise to help ECF fulfill its mandate. We thank them for the important contributions they make through their work on advisory committees, scholarship review panels, Wills Week seminars and other work of the Foundation.

Will power Wills Week – ECF offers free public seminars to promote the importance of having a valid, up to date will. The following lawyers volunteered their time to conduct the public sessions in 2010:

Bryn Bezaire, Joyce Burnett, Lynne Butler, Kate Faught, Wanda Fawcett, Matthew Feehan, David Koski, Lois MacLean, Crista Osualdini, Karen Platten, Karen Rackel and Hilary Tanasichuk

youth advisory Committee – This group of young people was brought together late in 2010 to review the applications to the ECF’s inaugural Youth Empowerment Program. The application deadline was in February 2011.

Grace Christian, Jessica Gillespie, Robin Good, Stephen Kaiswatum, Joanna Pearce, Mario Poretti, Matthew Schmitt, James Tehusalawany, Dustin Tellier and Kyle Tryhurn.

Scholarship review panels

ECF has a number of scholarships funds and each has a panel convened to review the applications. The following individuals took part in one of our scholarship review panels:

and thank you to the following individuals who assisted us with other projects:

Ghalib Ahmed, Dagny Alston, Lindsay Beaulieu, Erin Calihoo, Shaun Emes, Katherine Henry, Chuck & Sandy Isaacs, Jenny Kain, Connie Majeran, Bob Marvin, Pam Petrin, Heather Poitras, Sonia Purcell, Jordan Reeves, Bart Szopiak, Jules Tailleur, Wanda Whitford and Tracy Williams.

50 Edmonton Community Foundation ~ 2010 annual REpoRt

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Back Row, Left to Right

Bob Ward, Executive Director, Social Enterprise FundKaren Good, Donor Services AssociateMartin Garber-Conrad, Chief Executive OfficerErich Welz, Special Funds & Technical AdministratorScott Graham, Director, Community GrantsMira Seliga, Director, Finance

Middle Row, Left to Right

Teresa Goldie, Executive Assistant & Communications CoordinatorShirley Short, ReceptionistCarol Watson, Director CommunicationsLiz Lepp, Donor Services AssociateJudith Peglau, Program Administrator, GrantsCraig Stumpf-Allen, Director, Special Funds

Front Row, Left to Right

Kerri De Luca, Donor Services AssistantAnita Bauman, Consolidated Trust AccountantKathy Hawkesworth, Director, Donor ServicesGlenda Wyatt, Project AssistantAna Robitu, Operations Accountant

our Staff

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Board of directors

Investment CommitteePenny Omell, ChairJoanne Beaton *Robert ColeBill Grace*David GuernseyJohn Holmlund*Ross Lizotte

Arthur MaddenCarman McNaryJai Parihar*Orest PyshniakHarold RoozenGary SmithPeter Stephen*

Audit CommitteeJohn Mahon, ChairDiane DaviesLinda HornungRuhil Popatia*

Ove Minsos*Joyce TustianGarth Warner

Community Grants CommitteeMelissa Field, ChairGreg BainbridgeDebbie BrysonCindy Burgess *Peni ChristopherBill Dean *Terena DelaneyVanessa Desa *Don DicksonDeanna FinnmanPaul FreemanMary Fung *Carol GilfillanLynn Groves Hautmann

Tara HatchMarilyn HuberDr. Hussein D. KanjiDr. Zaheer Lakhani *Karen LinkWendy MacdonaldJohn MahonDouglas McLaughlinMarni PearceVirginia StephenGinel StephensonNjeri WaiyakiMarilyn Wilson

Governance CommitteeLarry Pana, ChairReg BaskenGreg Jaycock

Ove Minsos*Rod Rode

Community Scholarships CommitteeRod Rode, ChairGreg BainbridgeJeff Bryson

Karen LinkKaren Lynch

Endowment Development CommitteeLiz O’Neill, ChairDawn Hawley

Karen Platten

John mahon

terena delaney

linda Hughes

neil Gower

penny omell

melissa Fieldlarry pana

liz o’neill

Rod Rode

Garth Warner Carman mcnary Joanne Beaton

missing: Hussein Kanji

*Departing member in 2010

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Funding was received from the Government of Alberta Community Spirit Program Donation Grant. At time of printing this Annual Report is sponsored in part by:

9910 – 103 Street NW Edmonton AB T5K 2V7 www.ecfoundation.org

Tel 780.426.0015 Fax 780.425.0121 Email [email protected]

Business number (for charitable purposes) 12243 7072 RR0001

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