Edmonton Community Foundation 2010 Annual Report
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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.
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
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
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
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
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
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
Netta Phillet at the McKay Avenue School
EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 7
8 EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT
Brad Pickford at the Armoury Youth Centre
8 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
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
Jessie Radies at The Good Food Box Warehouse
EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 11
Karmen Masson at Suit Yourself
12 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
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
Russ Dahms at the McKay Avenue School
EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 15
Kris Andreychuk, foreground, with Constable Steve Sharpe and Bryan Szalecki at "the spoke"
16 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
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
Zen and Doreen Moisey at the ECF office
EDMONTON COMMUNITY FOUNDATION ~ 2010 ANNUAL REPORT 19
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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.
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
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
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
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
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
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:
Edmonton Community Foundation ~ 2010 annual REpoRt 49
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
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
Edmonton Community Foundation ~ 2010 annual REpoRt 51
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
52 Edmonton Community Foundation ~ 2010 annual REpoRt
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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