2009 Annual Report - Edmonton Community Foundation
2009 Annual Report - Edmonton Community Foundation
2009 Annual Report - Edmonton Community Foundation
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EDMONTON COMMUNITY FOUNDATION • ANNUAL REPORT <strong>2009</strong>
20 Years<br />
of Giving<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> is celebrating<br />
20 years of philanthropy in <strong>Edmonton</strong>. Over those<br />
20 years, the <strong>Foundation</strong> has gained a reputation in<br />
the community for its expertise at building bridges<br />
between donors’ wishes and the needs of charities.<br />
The generosity of our donors has helped make ECF<br />
the fourth largest community foundation in Canada.<br />
Donations to the <strong>Foundation</strong> are endowed, which means<br />
they are permanently invested for long term growth.<br />
The initial gift grows through investment to provide<br />
ongoing support – forever. Earnings from the donations<br />
provide ongoing support to charitable activities.<br />
Over these past 20 years, the <strong>Foundation</strong>’s assets have<br />
grown to more than $250 million and have granted<br />
more than $110 million to the community. We think this<br />
is something worth celebrating.
Table of Contents<br />
<strong>Report</strong> from the Chair and CEO 2<br />
Legacy Donors 5<br />
Funds, Grants and Disbursements 24<br />
Financial Highlights and <strong>Report</strong>s 41<br />
20 Years of Giving<br />
1
<strong>Report</strong> from the Chair<br />
& Chief Executive Officer<br />
Anniversaries give us a chance to reflect on<br />
the past and to look ahead to the future. As<br />
we near the end of our 20th anniversary year,<br />
the looking back is easy. The three founding<br />
families from 1989, John and Barbara Poole,<br />
Bob and Shirley Stollery and George and<br />
Rae Poole, are clearly and happily brought to<br />
mind, especially because Barbara and Shirley<br />
are still very much with us!<br />
What perhaps isn’t so widely known is the<br />
vision of these families – matching well their<br />
generosity. Although each family had its own<br />
particular charitable interests, they all put<br />
significant assets into a “community fund”<br />
so that the <strong>Foundation</strong> of the future could<br />
respond to emerging issues and urgent<br />
needs that weren’t apparent twenty years<br />
ago. The community fund has grown over<br />
the years, although the challenge remains<br />
to respond strategically and effectively to<br />
increasing needs in our community as other<br />
funding sources stagnate.<br />
So, our first twenty years are worth<br />
celebrating. From founding gifts totalling<br />
$15 million, ECF assets have grown to more<br />
than $250 million at the end of <strong>2009</strong>. And<br />
during that time, more than $1 10 million has<br />
been distributed to hundreds of mostly local<br />
charities. They have done excellent work<br />
with those resources – thousands of people<br />
have been helped to address pressing needs<br />
and to respond to creative opportunities.<br />
As well, in our first twenty years, hundreds<br />
of other donors have joined the founders in<br />
setting up endowments at ECF – more than<br />
550 named funds have been established<br />
and hundreds of will intentions have been<br />
recorded.<br />
What this means is that every year of our<br />
next twenty years (even in times of financial<br />
crisis or slower growth) millions of dollars<br />
will be put to work in our community<br />
– invested in essential work in health,<br />
education, social services, arts and culture,<br />
recreation and the environment. As a result,<br />
<strong>Edmonton</strong> will be a better place than it<br />
would be otherwise – for all of us.<br />
Several important things happened in <strong>2009</strong>.<br />
After reviewing and fine tuning our asset<br />
mix and investment policies, ECF’s portfolio<br />
achieved the highest return on investment<br />
ever: 14.75% (15.24% gross of fees). Generous<br />
donors contributed more than $18 million<br />
last year, despite the uncertain economic<br />
climate. More than $10 million was disbursed<br />
to local charities during <strong>2009</strong> and more<br />
than a hundred and fifty students received<br />
scholarships and bursaries.<br />
During this anniversary year, we also made<br />
strategic efforts to reach out more broadly<br />
into the <strong>Edmonton</strong> community. We invited<br />
hundreds of people to a speaker series on<br />
the Future of <strong>Community</strong> and we distributed<br />
our first magazine, Legacy in Action, to tens<br />
of thousands of <strong>Edmonton</strong>ians. Another<br />
successful Wills Week was held and the<br />
Social Enterprise Fund and <strong>Edmonton</strong> &<br />
Area Land Trust continued to grow.<br />
Significant community investments continued<br />
in the several <strong>Foundation</strong> Directed Initiatives –<br />
supporting high performing organizations and<br />
key collaborations, especially with our closest<br />
partners, United Way of Alberta Capital<br />
Region and City of <strong>Edmonton</strong> <strong>Community</strong><br />
Services. These collaborative projects<br />
allowed us to leverage our funds to bring<br />
more resources to bear on urgent community<br />
2<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
problems and longer term opportunities.<br />
We also invested staff time in community<br />
leadership efforts – going well beyond the<br />
funding we were able to provide.<br />
At the Board level, we are sad to be saying<br />
good-bye to four key leaders who have<br />
served us well for many years: Karen Platten,<br />
Chair, John Holmlund, Deputy Chair, Ove<br />
Minsos and Zaheer Lakhani – they all served<br />
the maximum years allowed as Directors.<br />
Fortunately, the Committee of Nominators<br />
has provided worthy successors. Several<br />
committee members have also completed<br />
their terms and we thank them for their<br />
service to us and to you.<br />
As we enter our third decade of operations,<br />
this anniversary is an ideal time to say again<br />
how grateful we are for all of the generous<br />
donors whose commitment to <strong>Edmonton</strong><br />
never fades. Your continued support and<br />
confidence in the <strong>Foundation</strong> has allowed<br />
us to make a lasting and positive impact on<br />
this community we share.<br />
The confetti strewn pages of the annual<br />
report highlight the theme of celebration.<br />
Because it is your foundation, we are<br />
delighted to wish you: Happy Anniversary!<br />
Karen Platten<br />
Chair<br />
Martin Garber–Conrad<br />
Chief Executive Officer<br />
Mission<br />
The <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> exists<br />
to help the people of <strong>Edmonton</strong> and area<br />
by encouraging philanthropy and funding<br />
charitable activities.<br />
Through contributions from donors, the<br />
<strong>Foundation</strong> assembles and administers<br />
permanent pools of capital so the returns can<br />
be perpetually reinvested in our community.<br />
The <strong>Foundation</strong> complements and supports<br />
other charitable agencies.<br />
Vision<br />
21st century vision for <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong>:<br />
• Trusted by donors as the first choice to<br />
create endowments<br />
• Recognized by charities as the primary<br />
source for grants that meet community<br />
needs, enrich people’s lives and build an<br />
enduring legacy of positive change<br />
• Acknowledged by community leaders as<br />
the right place for innovative and prudent<br />
investments in <strong>Edmonton</strong>’s future.<br />
Values<br />
The <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> values:<br />
• Its relationships with the community including<br />
donors, grantees, volunteers and staff<br />
• Its role as a catalyst for building and<br />
strengthening our community<br />
• The integrity, autonomy and independence<br />
of others<br />
• Openness, honesty, accessibility, fairness<br />
and mutual respect<br />
• <strong>Community</strong> leadership, visionary thinking<br />
and innovation<br />
• Fiscal prudence through efficient and<br />
strategic practices.<br />
20 Years of Giving 3
The Power of<br />
Endowment<br />
For 20 years <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong> has worked closely with donors<br />
to create endowment funds that reflect<br />
their charitable interests. The <strong>Foundation</strong><br />
now holds over 550 endowed funds that<br />
support an array of charitable causes that<br />
benefit arts, culture & heritage, recreation<br />
& leisure, education & learning, social &<br />
community services, health & wellness and<br />
the environment.<br />
Donors to the <strong>Foundation</strong> know that their<br />
gifts will be carefully invested and they trust<br />
us to provide prudent stewardship of their<br />
endowments. There are a number of ways<br />
for donors to make gifts to the <strong>Foundation</strong><br />
including gifts to existing funds or the<br />
creation of named funds. Gifts can be cash,<br />
publicly traded securities, bequests, life<br />
insurance policies or other assets.<br />
to respond to evolving needs. Soon this<br />
fund will have provided more than the<br />
total amount in gifts to the fund – over<br />
$10 million. Throughout the years the<br />
<strong>Foundation</strong>’s Board of Directors and<br />
advisory committees have been able to put<br />
donor dollars to good use for emerging<br />
community priorities. Early investment in<br />
charitable organizations has helped build<br />
some of our most valued community assets<br />
such as Big Brothers Big Sisters Society of<br />
<strong>Edmonton</strong>, the Citadel Theatre and the<br />
Bissell Centre.<br />
This is the power of endowment – building<br />
funds over time so that gifts can continue<br />
to benefit our community and fulfill donors’<br />
philanthropic dreams forever.<br />
Gifts can also be made through the<br />
General <strong>Community</strong> Fund, which is also<br />
marking 20 years. This is a discretionary<br />
fund established to allow the <strong>Foundation</strong><br />
4<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Gifts Planned<br />
for the Future<br />
We thank the many generous donors who have planned gifts that will create or add<br />
to endowment funds at a future date – gifts such as those made in wills or through life<br />
insurance or other estate planning tools.<br />
When <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> is aware of these plans, we have the opportunity<br />
to put documents in place to ensure we understand how we are to use the funds in a way<br />
that brings each donor the greatest meaning and personal satisfaction.<br />
Thank you to the following donors for indicating they have made such a future gift.<br />
Anonymous<br />
Paul & Carol<br />
Arnold-Schutta<br />
Diana M. Bacon<br />
Robert A. Bailey<br />
Geoff Ball &<br />
Amanda Newton<br />
R.C. (Reg) Basken<br />
Vaughn<br />
& Tammy<br />
Beakhouse<br />
Barbara Bowman<br />
Michael Bull &<br />
Family<br />
Nora Bumanis<br />
Irene Carter<br />
Ross & Muriel<br />
Cheriton<br />
John Choi<br />
Richard C. Clayton<br />
R. Earl Clements<br />
Bert & Joyce<br />
Cook<br />
John Corbett<br />
Jean & Barbara<br />
Crepin<br />
Carla Cumming<br />
Sojonky &<br />
Frank Sojonky<br />
Peter Cunliffe<br />
Helen Davies<br />
Elly de Jongh<br />
Anne Marie Decore<br />
Randy Diamond<br />
David Dickinson<br />
& Colette Mandin<br />
Dolores Dilkie<br />
Dennis Dixon<br />
Elaina Dorsey<br />
Pat Eidem<br />
Leta Gene Eisert<br />
Diann Etter<br />
Terry & Vicki<br />
Fannon<br />
Pamela Farmer<br />
Malcolm & Avau<br />
Fast<br />
Keith Ferguson<br />
Jean Fitzsimmons<br />
Terry Fuga &<br />
Carol Watson<br />
Robert Gellatly<br />
Jaima Geller<br />
Ken & Ruth<br />
Genge<br />
Karen Good<br />
Donna Gordon<br />
Ron Gorgichuk<br />
Sarah & Martin<br />
Gouin<br />
L. Neil Gower<br />
Bill Grundy<br />
Brian & Frieda<br />
Haliburton<br />
Francia Harvonen<br />
Kathryn<br />
Hawkesworth<br />
L. Dawn Hawley<br />
Brian & Jeanne<br />
Hetherington<br />
Don Hight &<br />
Karen Iversen<br />
Margaret Hiller<br />
Jane Hopkinson<br />
Don Howden<br />
& Jane Squire<br />
Howden<br />
Garnet Ireland<br />
Clare & Tammy<br />
Irwin<br />
David & Karen Jeu<br />
Herbert Junker<br />
Scott & Lorraine<br />
Keast<br />
Ann Kendall<br />
Pat Kirby<br />
Anne Kirkpatrick<br />
& Geoffrey King<br />
Larry & Kathy<br />
Klaus<br />
Phillip Frank<br />
Lambert<br />
David & Joan<br />
Laurie<br />
Barbara Leah<br />
Bill Lee<br />
Morris & Doreen<br />
Lepine<br />
Peg Linton<br />
Jim MacLean<br />
William, Mufty,<br />
Kyle & Kory<br />
Mathewson<br />
Lilian McEwen<br />
Letha McKee<br />
John McPherson<br />
Robert &<br />
Kathryn Merrett<br />
Ron & Lynn<br />
Odynski<br />
Al & Fran Olson<br />
Esther Ondrack<br />
Vital & Colleen<br />
Ouellette<br />
Louise Perkins<br />
Doris Tanner<br />
Pimm<br />
Karen Platten<br />
David & Cheryl<br />
Porter<br />
Dan Post<br />
Monica Prelusky<br />
& Don Onischak<br />
Gordon Prest<br />
Josh Ramsbottom<br />
& Shannon<br />
Zwicker<br />
L.J. (Larry) Ricard<br />
Gene Robb<br />
Era Rowles<br />
Maria T. Schneider<br />
Wally & Rosanna<br />
Sczebel<br />
Albin J.E. Shanley<br />
Hal Simonson<br />
Jerome Slavik<br />
Peter Sorrell<br />
Alex Stephens<br />
David Earl<br />
Stewart<br />
Craig & Mark<br />
Stumpf-Allen<br />
Thomas Summers<br />
Dree Thomson<br />
-Diamond<br />
Olive Thorne<br />
Darryl Trueman<br />
Constance<br />
Unsworth &<br />
Marshall<br />
Palichuk<br />
John & Andrea<br />
Wallin<br />
Joseph &<br />
Wadona Walsh<br />
Jack & Marjorie<br />
Watson<br />
Marguerite Webb<br />
Eileen Werner<br />
Peter & Anne<br />
Wightman<br />
Ian & Betty Jean<br />
Willing<br />
C.J. Woods, FCA<br />
Don & Leona Yez<br />
John & Olivia<br />
Young<br />
20 Years of Giving 5
Fabian Hopkins<br />
The intent of Fabian’s<br />
fund is to help teach him<br />
the value of philanthropy.<br />
6<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong>
CULTIVATING<br />
YOUNG<br />
PHILANTHROPISTS<br />
FABIAN BUBEL HOPKINS FUND<br />
When asked, Fabian Hopkins<br />
knows that the FIFA World Cup<br />
is in Johannesburg, South Africa.<br />
He’s quite sure it’s in 2010 but he’s<br />
uncertain about the month.<br />
Fabian, you see, is eight years old<br />
and nuts about soccer. He’s on a team<br />
that only plays in the summer but he<br />
likes to kick the ball around all year,<br />
even in the snow. He recently had the<br />
opportunity to share his enthusiasm<br />
for the game with kids in developing<br />
countries.<br />
In <strong>2009</strong> a family friend established<br />
a permanent endowment in Fabian’s<br />
name at <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong>. The intent of Fabian’s<br />
fund is to help teach him the value<br />
of philanthropy. That’s an abstract<br />
concept for an eight year old. It was<br />
explained to him that a pot of money<br />
was put aside in his name and every<br />
year he will have some money available<br />
to give away to help other people.<br />
With guidance from his mother, Fabian<br />
looked into what he could do with the<br />
returns generated by the fund in <strong>2009</strong>.<br />
A UNICEF brochure listed a number<br />
of ways donors could help children in<br />
the developing world. He decided he<br />
could buy a lot of soccer balls with the<br />
money available from his fund. Soccer<br />
is played by children all over the world,<br />
from Togo to Brazil to <strong>Edmonton</strong>, but<br />
some aren’t lucky enough to have<br />
a proper ball.<br />
Fabian may not completely understand<br />
the meaning of philanthropy or<br />
comprehend the idea of perpetuity.<br />
But as he grows older, his fund will<br />
grow as well and by the time he<br />
enters adulthood he’ll have had the<br />
experience of seeing first hand the<br />
difference young philanthropists can<br />
make in the lives of children in need.<br />
Right now, Fabian is happy with his<br />
donation of soccer balls. After all, some<br />
children in South Africa may be kicking<br />
those balls around during the World<br />
Cup. He thinks that’s pretty cool.<br />
20 Years of Giving 7
NEIGHBOUR<br />
HELPING NEIGHBOUR<br />
BISSELL CENTRE<br />
Neighbour helping neighbour. That’s<br />
the vision of the Bissell Centre – a place<br />
that serves as a centre where people can<br />
gather and interact and acts as advocate<br />
for those who aren’t empowered to<br />
speak on their own behalf.<br />
Philanthropists are important to<br />
supporting the valuable work of the<br />
centre but they are not the only ones<br />
who give back to this community. Neil<br />
Kennedy has been a volunteer at the<br />
Bissell Centre for more than 10 years<br />
and he recognizes its value. Over<br />
the years he has benefitted from its<br />
services – employment services when<br />
he needed help finding a job, laundry<br />
services when he was living in his truck<br />
and needed clean clothes, the drop-in<br />
centre when he needed a warm place<br />
to go and a hot drink. Neil recalls how<br />
he started his volunteer work. When<br />
once having a coffee he noticed some<br />
crumbs on his sleeve so he found a<br />
cloth and began to wipe the table.<br />
He has been volunteering ever since<br />
– working wherever he’s needed<br />
and doing relief work whenever he’s<br />
asked. Neil is proud of his role and his<br />
involvement has been acknowledged<br />
with several awards including a Volunteer<br />
of the Year Award, a human rights award<br />
and recognition at the Alberta Legislature.<br />
Shelley Williams, executive director of<br />
the Bissell Centre, acknowledges that<br />
without the support of the <strong>Edmonton</strong><br />
<strong>Community</strong> <strong>Foundation</strong> and other<br />
generous donors the Bissell Centre<br />
would not be able to offer the services<br />
it does. But she also recognizes the<br />
importance of the work of people<br />
like Neil to help keep things running.<br />
“It’s all of us together”, she says,<br />
“donors and volunteers and the diverse<br />
contributions that we all make to help.”<br />
8<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Neil Kennedy & Shelley Williams<br />
“It’s all of us together,<br />
donors & volunteers, and<br />
the diverse contributions<br />
we all make to help”<br />
– Shelley Williams<br />
20 Years of Giving 9
Neil Fenna<br />
“We think that a person<br />
is not measured by what<br />
they have earned but by<br />
what they have given<br />
away, and the best way<br />
to give is without any<br />
expectations.”<br />
– Neil Fenna<br />
10<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
GIVING BACK<br />
TO THE COMMUNITY<br />
EDMONTON LEGAL COMMUNITY FUND<br />
Neil Fenna and his partners at the Ritchie<br />
Mill Law Office knew they wanted to help<br />
the community in which they make a<br />
living, not only by investing in their own<br />
profession but by contributing to the larger<br />
community. In developing a strategy for<br />
charitable giving Neil raised the idea of<br />
a permanent endowment fund.<br />
“The partners at the firm enthusiastically<br />
embraced the endowment fund”, says Neil.<br />
“They also put up the initial investment to<br />
get the fund off the ground. Without them<br />
the fund would be a non-starter.”<br />
The <strong>Edmonton</strong> Legal <strong>Community</strong> Fund<br />
was established at <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong> in <strong>2009</strong>. The intent of the<br />
fund is to provide awards to University<br />
of Alberta Faculty of Law students and<br />
to support the Alberta Lawyers’ Assist<br />
Program, a society that helps lawyers,<br />
articling students and their families<br />
with personal issues. The Fund will also<br />
contribute to the broader community<br />
through ECF’s community fund.<br />
With the Fund now established, the goal is<br />
to encourage other members of the legal<br />
community to help grow the fund through<br />
contributions and, as Neil puts it, turn a<br />
trickle into a flood. He feels that the fund<br />
is a great alternative for his professional<br />
colleagues who may not have a charitable<br />
giving policy and he hopes it will inspire<br />
them to participate in philanthropy and<br />
make a difference in their community.<br />
20 Years of Giving<br />
11
Donors<br />
$1.0 – $4.9 million<br />
Larry & Janet<br />
Anderson<br />
Anonymous<br />
Anthony & Daniela<br />
Franceschini<br />
John & Barbara<br />
Poole Family<br />
Estate of Margaret<br />
Edith Alice Rae<br />
Estate of Francis G.<br />
Winspear<br />
$500,000 –<br />
$999,999<br />
<strong>Edmonton</strong> Social<br />
Enterprise Loan<br />
Fund<br />
$100,000 –<br />
$499,999<br />
Andromeda<br />
Investments Ltd.<br />
Robert A. Bailey<br />
Estate of Charles<br />
Frederick Bentley<br />
L. Randall & Margo<br />
S. Cable<br />
Canadian<br />
Psychological<br />
Association<br />
<strong>Foundation</strong><br />
City of <strong>Edmonton</strong><br />
<strong>Edmonton</strong> Folk<br />
Music Festival<br />
Society<br />
Government of<br />
Canada<br />
Harry Hole<br />
Thaddeus & Helen<br />
Kasper<br />
Estate of Edith<br />
McRae<br />
The Palisade<br />
Corporation<br />
Stollery Charitable<br />
<strong>Foundation</strong><br />
$50,000 – $99,999<br />
Alberta Heritage<br />
Scholarship Fund<br />
Anonymous<br />
Victor-Osten Fund<br />
<strong>Edmonton</strong> Opera<br />
Association<br />
Enbridge Pipelines Inc.<br />
Estate of Harris G.<br />
Field<br />
Government of the<br />
Province of Alberta<br />
John & Leni<br />
Honsaker<br />
William & Shirley<br />
Lakey<br />
ManCap <strong>Foundation</strong><br />
SKILLS Society<br />
$25,000 – $49,999<br />
All Weather<br />
Windows Ltd.<br />
Anonymous<br />
Bow Valley<br />
<strong>Community</strong><br />
<strong>Foundation</strong><br />
Elly de Jongh<br />
<strong>Edmonton</strong> Gleaners’<br />
Association<br />
Rod & Pat Eidem<br />
Neil Fenna<br />
Martin<br />
Garber-Conrad<br />
J. W. McConnell<br />
Family <strong>Foundation</strong><br />
Phillips, Hager &<br />
North Investment<br />
Management Ltd.<br />
Francis C.R. Price &<br />
Marguerite Trussler<br />
Estate of Rosalie<br />
Rector<br />
Ritchie Mill Law<br />
Office<br />
Arnold & Grace<br />
Rumbold<br />
TELUS Corporation<br />
Ron & Dorothy Triffo<br />
Winnipeg<br />
<strong>Foundation</strong><br />
Winspear<br />
<strong>Foundation</strong><br />
$10,000 – $24,999<br />
Alberta Baroque<br />
Music Society<br />
Anonymous<br />
Barry A. Biglow<br />
Canadian<br />
Home Builders’<br />
Association –<br />
<strong>Edmonton</strong> Region<br />
Carrington Group –<br />
Bedrock Homes<br />
Ross & Muriel<br />
Cheriton<br />
Citadel Theatre<br />
John & Shannon<br />
Dean<br />
<strong>Edmonton</strong> Interfaith<br />
Centre for Education<br />
& Action Society<br />
<strong>Edmonton</strong> Oilers<br />
<strong>Community</strong><br />
<strong>Foundation</strong><br />
Norman & Beverley<br />
Ellingson<br />
Timothy & Patricia<br />
Hartnagel<br />
Margaret Hiller<br />
John & Elizabeth<br />
Holt<br />
Otto & Johanna<br />
Holzapfel<br />
Garnet Ireland<br />
Robert & Vicki Mulyk<br />
Ogilvie LLP<br />
Vital & Colleen<br />
Ouellette<br />
Doris Tanner Pimm<br />
Shell Canada Energy<br />
St. Albert<br />
<strong>Community</strong><br />
<strong>Foundation</strong><br />
P & L Strohschein<br />
Terra Association<br />
Victoria School<br />
<strong>Foundation</strong> for the<br />
Arts<br />
Genevieve (Jean)<br />
Mary Whiting<br />
Youth Emergency<br />
Shelter Society of<br />
<strong>Edmonton</strong><br />
$5,000 – $9,999<br />
Margaret Andrekson<br />
Anonymous<br />
Canada Lands<br />
Company Limited<br />
Anne Marie Decore<br />
Gifford Edmonds<br />
<strong>Edmonton</strong> Eskimo<br />
Football Club<br />
The <strong>Edmonton</strong><br />
Regional Parent /<br />
Guardian Partnership<br />
Society<br />
Encana Corporation<br />
L. Neil Gower<br />
Ron Hayter<br />
Marilyn Hodysh<br />
Audrey Holmes<br />
Don Howden & Jane<br />
Squire Howden<br />
Louise Humbke<br />
John & Val Kok<br />
Robert & Kathryn<br />
Merrett<br />
Red Planet Trucking<br />
Bud & Laverna<br />
Salloum<br />
Maria T. Schneider<br />
Howard Walger<br />
Danny & Virginia<br />
Wong<br />
$1,000 – $4,999<br />
Alberta Craft Council<br />
Alberta Farmers<br />
Market Association<br />
Allard <strong>Foundation</strong><br />
Ltd.<br />
Anonymous<br />
Les Armstrong<br />
Athabasca University<br />
Diana M. Bacon<br />
Harold B. Banister<br />
Douglas & Sharon<br />
Barbour<br />
Bentall Capital/<br />
Penreal Capital<br />
Management<br />
Julia Boberg<br />
Terry Bourne<br />
Boyle Street<br />
Education Centre<br />
Elmer & Marion<br />
Brooker<br />
Cameron Homes Inc.<br />
Canadian<br />
Psychological<br />
Association<br />
Canadian Urban<br />
Limited<br />
CIT – Careers in<br />
Transition<br />
CKUA Radio<br />
<strong>Foundation</strong><br />
Donald Cranston<br />
& Nancy Romanov<br />
Cranston<br />
John & Ann Dea<br />
Kerri DeLuca<br />
Devon Canada<br />
Randy Diamond<br />
Dickinson Insurance<br />
Inc.<br />
David Dickinson &<br />
Colette Mandin<br />
Dogs with Wings<br />
Assistance Dog<br />
Society<br />
Kathy Dolby<br />
Vincent Duckworth<br />
Colin Eicher<br />
W. Grant Fairley<br />
Brian & Gail Faulkner<br />
Jean Fitzsimmons<br />
General Electric<br />
Canada Inc.<br />
Girl Guides of<br />
Canada – Alberta<br />
Council<br />
Grant MacEwan<br />
University<br />
Hanna Financial<br />
Group Inc.<br />
Bob Hawkesworth<br />
Kathryn<br />
Hawkesworth & Gary<br />
Kriviak<br />
Joyce Hendrickson<br />
Highland Moving &<br />
Storage<br />
Alice & Brian Hinds<br />
Alan & Audrey<br />
Hodgson<br />
Ada Hole<br />
Homeward Trust<br />
<strong>Foundation</strong><br />
Horizon Enterprises<br />
Inc.<br />
Intuit Canada<br />
Limited<br />
Investors Group<br />
Financial Services Inc.<br />
Clare & Tammy Irwin<br />
Chris Jager<br />
Karen L. Johnson<br />
Martin Kennedy<br />
Keyano College<br />
John & Linda<br />
Kimmitt Family<br />
Klaus Social Fund<br />
Katherine Lenihan<br />
Alice Leung<br />
Kim & Linda<br />
Mackenzie<br />
Jim MacLean<br />
Manulife Financial<br />
Margaret Matheson<br />
Lilian McEwen<br />
Letha McKee<br />
Lorna H. McPherson<br />
Margaret Michaud<br />
John & Maggie<br />
Mitchell<br />
Native Counselling<br />
Services of Alberta<br />
Jim & Maggie<br />
Neilson<br />
Jim Noble<br />
NorQuest College<br />
Northern Alberta<br />
Institute of<br />
Technology<br />
Ron & Lynn Odynski<br />
Al & Fran Olson<br />
Jack & Esther<br />
Ondrack<br />
Options Sexual<br />
Health Association<br />
Mary P. Pardee<br />
Lorraine Parry<br />
Petro-Canada<br />
Estate of David<br />
William Purvis<br />
RBC Dexia Investor<br />
Services<br />
RBC Royal Bank<br />
Denis & Barbara<br />
Redmond<br />
Steve & Ann Robson<br />
Rohit Group of<br />
Companies<br />
Ronald G. Rowswell<br />
Scotiabank<br />
Brian & Michele Shea<br />
Gerald & Janie<br />
Shimko<br />
Elsie Skulsky<br />
Phyllis Skulsky<br />
Slate Personnel Ltd.<br />
Jerome & Holly<br />
Slavik<br />
Southminster –<br />
Steinhauer United<br />
Church<br />
Standard Life<br />
John & Avery Stobbe<br />
Strategic Charitable<br />
Giving <strong>Foundation</strong><br />
Emmy Stuebing<br />
Craig & Mark<br />
Stumpf–Allen<br />
Suncor Energy Inc.<br />
Talisman Energy Inc.<br />
TD Bank Financial<br />
Group<br />
TD Canada Trust<br />
Teen Time of<br />
<strong>Edmonton</strong><br />
Elizabeth A. Vetsch<br />
Professional<br />
Corporation<br />
Ronald & Donna<br />
Worthington<br />
$500 – $999<br />
518152 Alberta Ltd.<br />
Michener Allen<br />
Anonymous<br />
Apeetogosan (Metis)<br />
Development Inc.<br />
Arclare Building<br />
Products Ltd.<br />
12<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
ATCO Electric<br />
ATCO Gas<br />
ATCO I–Tek Inc.<br />
Richard & Ann Babb<br />
Monty & Joan Baker<br />
Patricia Barrett<br />
Margaret Beettam &<br />
Bea Byrne<br />
Dave & Roxy Bell<br />
Ron & Heather Bell<br />
Stephen & Linda<br />
Boyd<br />
Douglas & Elspeth<br />
Carmody<br />
Gilbert Charest<br />
Mary–Lou Cleveland<br />
Ron & Aline Cox<br />
Bob & Cathy<br />
Crockett<br />
Duncan & Craig LLP<br />
Michael & Tracy<br />
Edmonds<br />
<strong>Edmonton</strong> BMW<br />
MINI <strong>Edmonton</strong><br />
<strong>Edmonton</strong> Chamber<br />
of Commerce<br />
Electronic Control<br />
Systems<br />
First Canadian<br />
Insurance<br />
Corporation<br />
Douglas & Agnes<br />
Foster<br />
Ron & Linda Francis<br />
Barbara Halladay<br />
Michael & Kathleen<br />
Harvey<br />
Ross Hodgetts<br />
Jane Hopkinson<br />
Janice G. Ayotte<br />
Professional<br />
Corporation<br />
S. Ross Johnson<br />
Diane & Walter<br />
Konowalec<br />
David & Sheryl Koski<br />
Marlowe Labaschuk<br />
David & Joan Laurie<br />
Lee Fogolin Design<br />
and Construction Ltd.<br />
Christine Macken<br />
Johann Pelech Mann<br />
Mark Heule<br />
Professional<br />
Corporation<br />
Ross Marsh<br />
Annette McKinnon<br />
Jack & Eleanor<br />
McMahon<br />
Bonnie Megley<br />
Lawrence & Deanna<br />
Nemirsky<br />
Karen Platten<br />
Heather & Vincent<br />
Price<br />
Jim & Dorothy Purvis<br />
RBC <strong>Foundation</strong><br />
Gary & Ione Rea<br />
Royal Mayfair Golf<br />
Club<br />
Eric & Elexis Schloss<br />
Wally & Rosanna<br />
Sczebel<br />
Len & Val Seatter<br />
Norman & Diane<br />
Seatter<br />
Leidia Siffledeen<br />
Frans Slatter &<br />
Brenda Blakey<br />
Michael & Nance<br />
Smith<br />
Barbara Sturdy<br />
Todd Swekla<br />
Carol Watson &<br />
Terry Fuga<br />
Gerald Wood<br />
York Realty Inc.<br />
up to $499<br />
1066201 Alberta Ltd.<br />
Lynnda Abrams<br />
Annalise Acorn<br />
Glen & June Acorn<br />
Marjorie E. Agar<br />
Agrium<br />
All Tucked In Inc.<br />
Allen Family<br />
David & Lisa Alton<br />
AMS<br />
Miki Andrejevic<br />
& Nena Jocic–<br />
Andrejevic<br />
Anonymous<br />
Argyll Montessori<br />
School Ltd.<br />
Gregg & Dona<br />
Armstrong<br />
Arthur & Tania<br />
Arruda<br />
Keith & Margaret<br />
Asquith<br />
Richard & Lori<br />
Assaly<br />
William & Dorothy<br />
Astle<br />
Judith Axelson<br />
Halfdan Baadsgaard<br />
Don Bachewich<br />
Ruby Ann Bagot<br />
John Percy Baker<br />
Sally R. Barros<br />
James Bassani<br />
Paul G. Battin<br />
Ralph & Virginia<br />
Behler<br />
Nancy Belley<br />
Adeline Beniuk<br />
Robert Bentley<br />
Ray Benton–Evans<br />
& Joanne Ellison<br />
Henry & Jane<br />
Bereznicki<br />
Bob Berry & Leslie<br />
Sheare<br />
Pierre Berube<br />
Gurvinder Bhatia<br />
E. D. & Irena<br />
Blodgett<br />
Gilbert Boddez<br />
Weldon Boone<br />
Louis Bosse<br />
Adrian & Diane<br />
Bourque<br />
Helen Bowden<br />
Ron Boychuk<br />
Ryley Boychuk<br />
Michael & Margi<br />
Boyd<br />
Michael & Lynda<br />
Bradshaw<br />
Donna Brass<br />
Wanda Branting<br />
Michael Brechtel &<br />
Katie Simpson<br />
Robert & Catherine<br />
Breckenridge<br />
Nicole Brenda<br />
Beverly J. Brezer<br />
Rick Brezer<br />
Jacob & Joy<br />
Brouwer<br />
Viola Bruggeman<br />
Edward & Adeline<br />
Buksa<br />
David & Marlene<br />
Burnett<br />
Edith Mary Burnett<br />
Mary Burnett<br />
Peter Burnett<br />
James Burns &<br />
Susan Martin Burns<br />
Hendrika Busink<br />
Robert Butler<br />
Gillian Cameron<br />
Jean R. Campbell<br />
Canadian<br />
Association of<br />
Professional<br />
Speakers <strong>Edmonton</strong><br />
Chapter<br />
Canadian Linen and<br />
Uniform Service Co.<br />
Maria Caparas<br />
Don Carlson<br />
Patrick Caron &<br />
Karen Lewis–Caron<br />
Robert & Leanne<br />
Carter<br />
Bill & Karen Caughey<br />
David & Debra<br />
Cautley<br />
Richard Cautley<br />
Cedar Building<br />
Maintenance Ltd.<br />
Laura J. Chapman<br />
Michael Chehade<br />
William Cherniawsky<br />
Simone Chevalier<br />
Szu–Hsuan Chiang<br />
Daniel Chicoine &<br />
Barbara Egli<br />
William Chimich &<br />
Cheryl Nekolaichuk<br />
Chris Fix<br />
Professional Corp<br />
Malcolm & Dorothy<br />
Clegg<br />
Tami J. Cline<br />
Charles Coe<br />
College &<br />
Association of<br />
Registered Nurses of<br />
Alberta<br />
D.A. & A. Colpitts<br />
Bert & Joyce Cook<br />
Carmelle Cooper<br />
Doreen Corlazzoli<br />
Doug & Karen Cox<br />
William & Alison<br />
Craig<br />
Elva Cranna &<br />
Marjorie Agar<br />
Pierre & Sylvia<br />
Crevolin<br />
Harold & Donna<br />
Crowe<br />
Glenn & Lori Crowe<br />
Hugh & Barbara<br />
Crozier<br />
John & Norma<br />
Crozier<br />
Cory & Carol<br />
Cunningham<br />
David Cuschieri<br />
Margaret Daly<br />
Barbara Dart<br />
Robert David<br />
Susan Davis<br />
Courtney Day<br />
Elizabeth Ruth Day<br />
Dayles Pub<br />
Allan & H. Jane<br />
De Caen<br />
Larry & Juanita Dean<br />
R. L. & Edith<br />
Delaronde<br />
Delta Equities Ltd.<br />
Norm & Shirley<br />
Diemert<br />
Garry & Jenny<br />
Diment<br />
Rex & Esther Ding<br />
Silvio & Marielos<br />
Dobri<br />
Larry & Carol<br />
Dobson<br />
Kelly Dorin<br />
Andy & Sam Doucet<br />
Allen & Elaine<br />
Douglas<br />
Veronica D’souza<br />
Marvin Dueck<br />
James & Sharon<br />
Duke<br />
Wendy Duke<br />
Margaret Dumont<br />
W.R & Patricia<br />
Duncan<br />
Heather Dunlop<br />
Robert Dunseith<br />
Jonathan & Gertrude<br />
Eayrs<br />
Joyce Eddy<br />
<strong>Edmonton</strong> and Area<br />
Land Trust<br />
<strong>Edmonton</strong> Heritage<br />
Festival Association<br />
<strong>Edmonton</strong><br />
Horticultural Society<br />
Emily Eldred<br />
John Elliott &<br />
Elizabeth Anne<br />
Macdonald<br />
Jack & Terrie Ellis<br />
Tracy Elofson<br />
Elaine Elrod<br />
Empire Auto Body Inc.<br />
Ted & Shannon Enns<br />
Martin & Janice<br />
Evers<br />
Lawrence & Sylvia<br />
Ewanchuk<br />
Robert & Barbara<br />
Falkenberg<br />
Tammy Farkes<br />
Irma Favero<br />
Ganz Ferrance<br />
Anthony & Patricia<br />
Fields<br />
Brendan & Leah<br />
Fitzgerald<br />
Robert Fitzsimmons<br />
Tommy Fleming<br />
Jeanette Flesher<br />
Russel & Carol Flint<br />
Kathleen Flynn<br />
Laura Fogden<br />
Dean & Wendy<br />
Foote<br />
Ford Motor<br />
Company of Canada<br />
John Ford<br />
Alexis Ford–Ellis<br />
David Fortier<br />
Charles Bruce &<br />
Margaret Foy<br />
Dawn Fraser<br />
Mark Freeman &<br />
Jennifer Lambert<br />
Andreas & Blanche<br />
Friderichsen<br />
Dennis & Pat Friesen<br />
Robert & Mary<br />
Frizzell<br />
Hans & Keiko Frueh<br />
Doug & Peggy Gahn<br />
Warren Gallin &<br />
Donna Atherton<br />
Maria Galpin<br />
Judith A. Garber<br />
JoAnn Gartner<br />
Donna Garvin<br />
Carol Gilfillan<br />
Laura Gillis<br />
Sarah M. Gilroyed<br />
Estate of Aletha Joy<br />
Gilsdorf<br />
Terence & Ruth<br />
Glancy<br />
Moira Glerum<br />
Grant & April<br />
Glowicki & Family<br />
Jennifer Gobeil<br />
20 Years of Giving 13
Donors (continued)<br />
Walter Goetz<br />
Walter & Irene<br />
Golinowski<br />
Karen Good<br />
David & Janet<br />
Gordon<br />
Scott Graham<br />
Ann Grant<br />
Charles & S. Grant<br />
Ron Grantham<br />
Dorothy H. Gray<br />
Robert J. Gray<br />
Carmen Grayson<br />
Elizabeth Green<br />
Jeannine Green<br />
Jim & Diana Greer<br />
James & B.E. Grey<br />
Allison Greyeyes<br />
Mathew Grieve<br />
Paul & Lorie Grundy<br />
Clifford Guebert<br />
The Family of Erin<br />
Noelle Guthrie<br />
Clarence Guydash<br />
Don & Dolores Hager<br />
Terrance & Linda<br />
Hagley<br />
Milton & Wendy<br />
Halvarson<br />
Victoria Hardeman<br />
Bradley & Janiline<br />
Hardstaff<br />
Daniel & Barbara<br />
Harper<br />
Jody Anne Harries<br />
Hugh Hart & Michelle<br />
Dann<br />
Jonathan Hart &<br />
Mary Marshall<br />
W & J Hart<br />
Wendy Hawkins<br />
L. Dawn Hawley<br />
Ken Haywood<br />
Leah Heil<br />
Dennis & Elaine<br />
Helfer<br />
Louise Henein<br />
Howard Hesjedal &<br />
Verneil Hansen<br />
Graham Hicks<br />
Brian & Bonny<br />
Hodgson<br />
Brad & Karen<br />
Holbrough<br />
Laurie Homeniuk<br />
John & Helen Hope<br />
Barbara & Milton<br />
Horricks<br />
Gail Hrehorets<br />
Walter Hsu<br />
Doug & Joan Hube<br />
Hendrik Hulleman &<br />
Lillian Upright<br />
Warren Hurt<br />
David Ilkiw<br />
Robert & Gillian<br />
Innes<br />
J.E.T. Podiatry Inc.<br />
Aliya Jamal<br />
Judith E. James<br />
Robert & Mary-Jane<br />
James<br />
Connie John<br />
Elizabeth Johnson<br />
Myles Johnson &<br />
Diane Clark<br />
Robert J. Johnston<br />
Dale & Betty Joslin<br />
John & Susan<br />
Keating<br />
Bernie & Dorothy<br />
Keeler<br />
Jeremy & Louanne<br />
Keenan<br />
Brian & Heather<br />
Kelly<br />
Elgar & Bernice Kelly<br />
Ketchum Canada<br />
Inc.<br />
James & Kathleen<br />
Kirkland<br />
Lorne & Nancy<br />
Klippert<br />
Claus Knoefel<br />
Jack & Shirley Kosick<br />
Loyal & Sylvia<br />
Krawchuk<br />
Elaine Krepps<br />
Sharon Kreuzer<br />
Brewster & Shirley<br />
Kwan<br />
Marcelle Labossiere<br />
Roger Laing &<br />
Arlene Swendseid<br />
Zaheerali Lakhani<br />
Professional<br />
Corporation<br />
Angela Lamb<br />
Lindsay Langille<br />
Michael Laplaunte<br />
Simone Lebeuf<br />
Elizabeth & Brian<br />
Lepp<br />
Charmaine<br />
Letourneau<br />
Dwayne Letourneau<br />
Maurice & Elsie<br />
Letourneau<br />
Sam & Nancy<br />
Lieberman<br />
Debra Lindskoog<br />
David & Tamara<br />
Linklater<br />
The Little Agency<br />
Inc.<br />
Yan & Monica Loke<br />
Neil & Lucille<br />
Longson<br />
Robert Losie<br />
Thomas Love<br />
Marco Loverso &<br />
Caterina Edwards-<br />
Loverso<br />
Roger Lundberg<br />
William Mac Eachern<br />
Eric Macklin<br />
Kathleen M. MacLean<br />
Ron & Brenda<br />
Magnusson<br />
Jeff Mah<br />
Wendy L. Makarchuk<br />
Joyce Mallman Law<br />
Stephen & Lynn<br />
Mandel<br />
Dorothy Manning<br />
Doreen Marriott<br />
Ernest & Gladys<br />
Marshall<br />
Douglas & Margaret<br />
Matheson<br />
Eleanor G. May<br />
David & Kathy<br />
McCalla<br />
Chris McCarthy<br />
Hugh & Madge<br />
McColl<br />
Kathy McConaghie<br />
Raymond & Claire<br />
McCrea<br />
Jim & Merla McCuaig<br />
James McDonald<br />
Keith & Muriel<br />
McEwan<br />
Shannon McEwen<br />
Paul McGonigal<br />
Matthew McKinnon<br />
Jim & Sheila<br />
McLachlin<br />
William & Linda<br />
McLean<br />
Marlena McNeill<br />
Anna McRoberts<br />
Donna Meen<br />
George & Rosalie<br />
Melenka<br />
Allen & Nancy<br />
Melnychuk<br />
Dawn & Al Menon<br />
John A. Meston<br />
MHK Insurance<br />
George & Emiko<br />
Millar<br />
Elizabeth Miller<br />
Quentin & Alice Mix<br />
G. Cristina Molina<br />
Kathleen Mooney-<br />
Stuhec<br />
Doris M. Moonie<br />
Norbert & Patricia<br />
Morgenstern<br />
Alvin & Geraldine<br />
Morris<br />
Mort & Jean Morter<br />
Roger & Cheryl<br />
Moses<br />
Clare Mullen–Pearson<br />
Mundare Health<br />
Centre<br />
Alexandra Munn<br />
Michael Murphy<br />
Namao Store<br />
Karen Nekolaichuk<br />
Murray & Patricia<br />
Nekolaichuk<br />
Nancy Niederhaus<br />
Anne Nielsen<br />
Kenneth & Carolyn<br />
Nielsen<br />
Edward & Della<br />
Noble<br />
North Pointe<br />
<strong>Community</strong> Church<br />
Georgette & Edward<br />
Nowicki<br />
Maria Nowytzkyj<br />
Douglas Oakley &<br />
Elizabeth Mc Afee<br />
Erin O’Brien<br />
Norman Odinga<br />
Percival Odynak<br />
Kelsey Odynski<br />
Carl Oleinyk<br />
Erika Oshiki<br />
Chris Ouellette<br />
Rachel Ovics<br />
Violet Owen<br />
Anne Parkes<br />
Frank & Pina Rita<br />
Parrotta<br />
Macartney & Bernice<br />
Patterson<br />
Chris & Suzanne<br />
Peacocke<br />
John & Judith<br />
Peglau<br />
Edward Perez<br />
Brad Perkins<br />
Mary–Ellen Perley<br />
Debbie Persinger<br />
Fordyce & Patricia<br />
Pier<br />
John & Georgina<br />
Plunkett<br />
M.P. Polushin<br />
Pommen &<br />
Associates Limited<br />
L. & D. Pon<br />
Linda Poole<br />
Dwayne Poseluzny<br />
Marilyn Potter<br />
Richard & Helen<br />
Potter<br />
Michael Power &<br />
Denise Laker–Power<br />
Agnes Primrose<br />
Helen Primrose<br />
Joan Ramsay<br />
Leonard Ratzlaff<br />
Terry & Elisa Rawe<br />
Mary-Anne Razzolini<br />
RCJ Psycho-<br />
Education Services<br />
Sharon Read<br />
Lindsay Redpath<br />
Charles & Marina<br />
Rees<br />
Carol Reinhaerdt<br />
Philip & Heather<br />
Renaud<br />
Eric Rice<br />
Sally R. Rice<br />
Gunter & Ingeborg<br />
Richter<br />
Susan Robblee<br />
Glady Robertson<br />
Anita Rogers<br />
Donald & Hilda Ross<br />
John Ross<br />
Allan Rowswell<br />
Karen Rowswell<br />
Running Room<br />
Canada Inc.<br />
Kelsey Ryland<br />
Barbara Sadler Wells<br />
Alexander & Kay<br />
Salahub<br />
Ed Sande<br />
Carolyn Grace<br />
Sanford<br />
Bruce Sangster<br />
Bill Sass & Kathy<br />
Murrie<br />
Marian Saunderson<br />
Donna Saurette<br />
Robert & Cheryl<br />
Schedler<br />
Marissa Schenn<br />
Douglas & Lesley<br />
Schindel<br />
Catherine Schreiner<br />
Frederick Schulte<br />
Peter Schwann<br />
Vincent & Merrilyn<br />
Sea<br />
Brian Shanks<br />
Douglas & Darlene<br />
Shapka<br />
Rose Shapka<br />
Naomi Sharir<br />
John Shaw & Ruth<br />
Jean Frost<br />
Lori Silverton<br />
The Skiers<br />
Sportshop Ltd.<br />
Dale W. Smith<br />
Elizabeth Smith<br />
Grant & Donna Smith<br />
Lawrie Smith<br />
Sharon Smith<br />
Raymond & Judy<br />
Smitke<br />
Arlene Speers<br />
Brian & Marion<br />
Sproule<br />
St. Albert And<br />
District Garden Club<br />
Donna Steele<br />
William Stevenson<br />
Fia Mariann Stobbe<br />
Spencer Stobbe<br />
Susan G. Stokins<br />
Ross Swanson<br />
SynchroComm Inc<br />
Jerome & Sheila<br />
Szabo<br />
John & Glenda<br />
Szpecht<br />
Kevin Taft & Jeanette<br />
Boman<br />
Jack & Rita Talen<br />
Merle Taylor<br />
Shawn Taylor<br />
Simone Telford<br />
Thermo King<br />
Suzanne Thomas<br />
Olive Thorne<br />
Peter Tinning<br />
TK Clothing<br />
14<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Mark & Mary Anne<br />
Tokarik<br />
The Toronto-<br />
Dominion Bank<br />
Travis Torrens<br />
Kenneth Turnbull<br />
Robert & Joan<br />
Turner<br />
Uhlick Pottery And<br />
Tile<br />
United Nurses of<br />
Alberta Local #85<br />
Universal Ford<br />
Lincoln Sales Ltd.<br />
Brian & Margaret Vail<br />
Andre Valliere<br />
Dolores K. Van<br />
Dongen<br />
Bryce & Florrie Van<br />
Dusen<br />
Richard Van Soest<br />
Nga Van<br />
J. Todd & K. Jessica<br />
Van Vliet<br />
Ralph Vandenberg<br />
Leighton Vanstone<br />
Lois Verchomin<br />
Larry Verniest<br />
Catarina Verseval<br />
Brad & Elizabeth<br />
Vetsch<br />
Leonard & Roberta<br />
Vickery<br />
Karen Virag<br />
Mark & Colleen<br />
Vogel<br />
Harvey Voogd &<br />
Marie Butler<br />
Barry & Valerie<br />
Walker<br />
Carmel Walsh<br />
Ali, Jan & Rachel<br />
Ward-Flannagan<br />
Craig Warnock<br />
William Watkin<br />
Jack & Marjorie<br />
Watson<br />
Earle Waugh<br />
Michael Wayman<br />
WD Co-Auto<br />
George & Roberta<br />
Wells<br />
Sharon Wenger<br />
Lorne Wensel &<br />
Katherine Koller<br />
Wensel<br />
Darcy White &<br />
Danielle Parrotta<br />
Janice Lee White<br />
Alan Whiting<br />
Clyde Alexander &<br />
Louise Wick<br />
Ron & Stacey<br />
Wickman<br />
Paul Wielens<br />
Lauren Wiles<br />
Eva L. Willox<br />
William & Barbara<br />
Winship<br />
Lynn Wolf<br />
Women’s Canadian<br />
Club of <strong>Edmonton</strong><br />
Eric Wong<br />
Naomi Yee Chun<br />
Wong<br />
Tony & Colleen<br />
Wong<br />
Warren Wong &<br />
Ruth Kettles<br />
Alison Wood<br />
Sydney & Frances<br />
Wood<br />
Tom & Verlie Wood<br />
Susan Woodliffe<br />
Linda Woollett<br />
Julee Workun<br />
Wayne H. Wright<br />
Glenda & Hugh<br />
Wyatt<br />
Britta Yasinski<br />
Irene Yeh<br />
Don & Leona Yez<br />
Olive Yonge<br />
Zender Ford Sales<br />
Ltd.<br />
Kevin & Roxanne<br />
Zowtuk<br />
Heather Zwicker<br />
We Remember Them<br />
The following list memorializes those remembered through tribute gifts.<br />
in <strong>2009</strong>.<br />
The <strong>Foundation</strong> permanently records their names in its registry. A complete list can be<br />
viewed on our website.<br />
Sheila Allan Audrey Costigan Elsie<br />
Ben<br />
Ronald Nelsen Martin Spoor<br />
Sheila Allan Audrey Costigan Elsie<br />
Ben<br />
Ronald Nelsen Norman Bailey<br />
Hawkesworth Mandrusiak<br />
R. Gregg<br />
John Crockett Hawkesworth Mandrusiak Terrance O’Connor Robert Smith<br />
R. Gregg<br />
John Crockett<br />
Terrance O’Connor<br />
Armstrong<br />
Jim Hill<br />
Douglas<br />
Swanson<br />
Armstrong Maria Dakkus – Jim Hill<br />
Douglas<br />
Eileen Odynski Martin Spoor<br />
Maria Dakkus-<br />
Matheson<br />
Eileen Odynski<br />
Maria Bailey VanDeSande Richard Horch Matheson<br />
Teri Taylor –<br />
Maria Bailey VanDeSande Richard Horch<br />
John<br />
Robert<br />
Robert<br />
John<br />
Tunski<br />
Barnaby Baker Evelyn Darch Wilfrid Horton Robert<br />
Ogonoski<br />
Swanson<br />
Barnaby Baker Evelyn Darch Wilfrid Horton Matheson<br />
Ogonoski<br />
Matheson<br />
Margaret<br />
Theresa Beach Mary DeFerro Catharinus Huyer<br />
Tom Olenuk Teri Taylor-Tunski<br />
Theresa Beach Mary DeFerro Catharinus Huyer Rose<br />
Tom Olenuk VanDusen*<br />
Rose<br />
Sheila Margery Donald Fenna Victor Jagoldas McAllister<br />
Celia Omell Margaret<br />
Sheila Margery Donald Fenna Victor Jagoldas McAllister<br />
Celia Omell Diane Warms<br />
Beddome<br />
Van Dusen<br />
Beddome<br />
Paul Antony Jill Johnson Marjorie<br />
Allan Purvis<br />
Paul Antony Jill Johnson Marjorie<br />
Allan Purvis Roy Warner<br />
Bob Bruce Finch<br />
Minnie Johnson<br />
McCallum<br />
Diane Warms<br />
Bob Bruce Finch<br />
William Rector<br />
Minnie Johnson<br />
McCallum<br />
William Rector Eileen Wilson<br />
Marlene Bruce Robert Francis<br />
James Robert<br />
Ronald<br />
Roy Warner<br />
Marlene Bruce Robert Francis<br />
Irving Marshall<br />
James Robert<br />
Ronald<br />
John James David Fuga (Jim) Kimball<br />
McCallum<br />
Irving Marshall Bernard Wood<br />
Rice<br />
John James David Fuga (Jim) Kimball<br />
McCallum<br />
Eileen Wilson<br />
Rice<br />
Bugera<br />
Joyce Goodall Ed Kroll<br />
Lawrence<br />
Margaret<br />
Bugera<br />
Owen<br />
Joyce Goodall Ed Kroll<br />
Lawrence<br />
Bernard Wood<br />
Mary Calder<br />
McRae<br />
Owen<br />
Simonson<br />
Schlosser<br />
Mary Calder Ronald Douglas Edith Leander McRae<br />
Schlosser<br />
Effie Stumpf-<br />
Ronald Douglas Edith Leander<br />
Irvine Joseph Grantham<br />
Gordon Morash<br />
Effie Stumpf –<br />
Shirley Scott<br />
Irvine Joseph Grantham<br />
Dorothy Eileen Gordon Morash<br />
Allen<br />
Shirley Scott Allen (Dog)<br />
Charest<br />
Dorothy Eileen<br />
Robert Guebert Little<br />
Paul Mulyk<br />
Charest<br />
John Sharpe<br />
Robert Guebert Little<br />
Paul Mulyk<br />
John Sharpe<br />
David Cook<br />
Alice Ann<br />
Carol Losie<br />
Harry Nash<br />
David Cook<br />
Bob Skaggs<br />
Alice Ann<br />
Carol Losie<br />
Harry Nash<br />
Margaret<br />
Nancy Cooper Hanson<br />
Ron<br />
Nancy Cooper Hanson<br />
Ron<br />
Norman SimonsonBailey<br />
Nederlof<br />
Nederlof<br />
Smith<br />
Bob Skaggs<br />
20 Years of Giving 15
HELPING BRIDGE<br />
CULTURAL DIFFERENCES<br />
YOUTH EMERGENCY SHELTER SOCIETY<br />
The plight of Justin Nshimirimana is<br />
one that has become all too familiar<br />
to the people working at the Youth<br />
Emergency Shelter Society (YESS).<br />
In recent years, an increasing number<br />
of immigrant and refugee youth,<br />
some with complex problems,<br />
have found their way to the doors<br />
of the shelter. Executive Director<br />
Deb Cautley explains that some<br />
of these young people have come<br />
from countries where they may have<br />
witnessed the murder of family or<br />
been victims of torture or human<br />
trafficking.<br />
These were issues that YESS staff<br />
did not have the expertise to<br />
deal with. <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong> helped support the<br />
Society by providing funding to hire<br />
a Cultural Diversity Advocate. This<br />
position helps the young immigrants<br />
by making connections within the<br />
cultural communities and finding<br />
supports not offered through the<br />
services that YESS provides.<br />
Justin was born in Burundi and<br />
moved to <strong>Edmonton</strong> from Toronto<br />
with an aunt and uncle who cared for<br />
him after his parents died. In 2008<br />
circumstances led him to be living<br />
on the streets and he was eventually<br />
directed to YESS. With the assistance<br />
of the programs and people at YESS<br />
and through his own determination<br />
and hard work, Justin overcame<br />
many of the challenges he faced in<br />
his new country. His achievements<br />
did not go unnoticed. He was<br />
honoured with a Great Kids Award<br />
from the Government of Alberta, a<br />
John Humphrey Peace and Human<br />
Rights Award and was invited to be a<br />
youth representative for the Ministry<br />
of Education’s youth action project.<br />
Justin is furthering his education,<br />
involved in his community and is<br />
now living on his own. While the<br />
issues faced by immigrant youth are<br />
complex, their ideas of success at<br />
times are very simple. Deb Cautley<br />
remembers Justin’s own words about<br />
what he has accomplished – “I never<br />
thought I would have a bed and now<br />
I have a bedroom.”<br />
16<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Justin & YESS Staff member Quena Sanchez<br />
With the assistance of the programs and people at<br />
YESS and through his own determination and hard<br />
work, Justin overcame many of the challenges he<br />
faced in his new country.<br />
20 Years of Giving 17
Gerry Shimko<br />
The Fund provides<br />
an opportunity to<br />
memorialize a loved one<br />
and also to contribute to<br />
research and activities that<br />
may help prevent such<br />
accidents in the future.<br />
18
MAKING OUR<br />
STREETS SAFER<br />
MEMORIAL & TRAFFIC SAFETY FUND<br />
We’ve all seen them – the cluster of<br />
flowers, stuffed animals and photos<br />
that mark the spot where someone<br />
has died in a traffic accident. These<br />
are sad reminders that our roads can<br />
be dangerous and deadly. Roadside<br />
memorials have become a common<br />
practice that raises concerns for city<br />
and police officials. The memorials,<br />
while heartfelt and poignant, can<br />
themselves result in safety challenges<br />
for pedestrians, motorists and the<br />
individuals who set them up and can<br />
be distracting to drivers.<br />
The City of <strong>Edmonton</strong> recognizes the<br />
need for family and friends to grieve<br />
and memorialize their loved ones.<br />
To provide an option to the roadside<br />
memorials the Memorial and Traffic<br />
Safety Fund was created at <strong>Edmonton</strong><br />
<strong>Community</strong> <strong>Foundation</strong>. The intent<br />
of the fund is to protect the lives and<br />
safety of those travelling in the greater<br />
<strong>Edmonton</strong> area by supporting such<br />
activities as traffic safety education,<br />
engineering, enforcement and<br />
evaluation.<br />
The Fund was set up under the<br />
auspices of the Office of Traffic Safety,<br />
a partnership between the City of<br />
<strong>Edmonton</strong> and the <strong>Edmonton</strong> Police<br />
Service. Gerry Shimko is the executive<br />
director of the OTS and the founder of<br />
the Fund. He observes that if a loved<br />
one is lost from cancer or other illness<br />
there are charities to which a gift can<br />
be made in the name of the deceased.<br />
But what if a loved one is lost in a traffic<br />
accident The Memorial and Traffic<br />
Safety Fund provides an opportunity<br />
to remember a loved one and also to<br />
contribute to research and activities<br />
that may help prevent such accidents<br />
in the future.<br />
Along with its collaborative work with<br />
communities on traffic safety, the OTS<br />
funds a research chair in urban traffic<br />
safety at the University of Alberta.<br />
This position allows for advanced<br />
research in traffic safety issues.<br />
Funding for the chair comes in part<br />
through automated photo enforcement<br />
fines. In the future, the Memorial &<br />
Traffic Safety Fund could be used<br />
to provide scholarships to graduate<br />
students interested in pursuing studies<br />
in traffic safety.<br />
20 Years of Giving 19
SPREADING A<br />
PASSION FOR MUSIC<br />
EDMONTON ARTISTS’ TRUST FUND<br />
If you’re unfamiliar with the bassoon, a<br />
woodwind instrument with a double reed,<br />
there are a few compositions that may<br />
remind you of the sound – think of the<br />
grandfather part in Peter and the Wolf by<br />
Sergei Prokofiev or the opening measures<br />
of The Rite of Spring by Igor Stravinsky,<br />
made famous in Walt Disney’s Fantasia.<br />
Matthew Howatt plays bassoon as an extra<br />
for the <strong>Edmonton</strong> Symphony Orchestra.<br />
He chose to play the bassoon in grade<br />
eight to avoid being another face in the<br />
crowd of flutes, trumpets and clarinets<br />
that abound in junior high band classes.<br />
While Matthew is now a professional<br />
bassoon player, he is troubled by the lack<br />
of bassoonists in general and in <strong>Edmonton</strong><br />
in particular.<br />
“The bassoon isn’t exactly the instrument<br />
that a three year old starts playing,”<br />
Matthew says. It’s really at the junior high<br />
level, where students are introduced to<br />
band music that there’s an opportunity<br />
to introduce the bassoon. He admits that<br />
the instrument is expensive and difficult<br />
to play but he decided to try to bolster its<br />
popularity among <strong>Edmonton</strong>’s young music<br />
students and secondary school music<br />
departments.<br />
He applied for and received an <strong>Edmonton</strong><br />
Artists’ Trust Fund award in <strong>2009</strong>. The<br />
EATF is an endowment at <strong>Edmonton</strong><br />
<strong>Community</strong> <strong>Foundation</strong> and the annual<br />
awards are administered by the <strong>Edmonton</strong><br />
Arts Council. The fund supports the<br />
creative endeavours of <strong>Edmonton</strong> artists.<br />
The Fund distributes several awards<br />
annually to local artists in a variety of<br />
artistic disciplines. Matthew is using the<br />
award to help promote awareness of the<br />
bassoon in the hopes of inspiring future<br />
bassoonists.<br />
“The EATF is designed to invest in<br />
<strong>Edmonton</strong>’s creative community and<br />
to encourage artists to stay in our<br />
community,” says John Mahon, executive<br />
director of the <strong>Edmonton</strong> Arts Council.<br />
“A project like Matthew’s, which is aimed<br />
at promoting appreciation of the bassoon,<br />
is important to the diversity of <strong>Edmonton</strong>’s<br />
music community. A healthy community,<br />
like any environment, needs a balance of<br />
many elements in order to sustain itself.”<br />
20<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Matthew Howatt<br />
Matthew Howatt is<br />
using his EATF award<br />
to help inspire future<br />
bassoonists.<br />
20 Years of Giving 21
Erin Callihoo<br />
The awards are not<br />
just about money;<br />
they’re about breaking<br />
down barriers, creating<br />
possibilities and building<br />
pride in Métis culture.<br />
22
CREATING<br />
OPPORTUNITIES<br />
BELCOURT BROSSEAU MÉTIS AWARDS<br />
Erin Callihoo loves her job. The young<br />
Métis woman works in editing for City–<br />
TV, helping put together the Breakfast<br />
Television program. She’s worked at<br />
the station since October 2008 when<br />
she was recruited for the position.<br />
Erin grew up in Onoway, Alberta, and<br />
wanted to pursue a career in film. She<br />
enrolled in the Radio and Television<br />
Broadcasting program at the Northern<br />
Alberta Institute of Technology (NAIT)<br />
and after completing her first semester<br />
she wondered how she would afford<br />
to complete the program. She then<br />
learned of the Belcourt Brosseau Métis<br />
Awards. The BBMA is a permanent<br />
endowment fund at <strong>Edmonton</strong><br />
<strong>Community</strong> <strong>Foundation</strong> that supports<br />
the post-secondary education and<br />
skills training of Métis Albertans in<br />
financial need.<br />
She received an award in 2004 and<br />
was able to finish the program. While<br />
back at NAIT Erin discovered she had<br />
a talent for editing – an ability that was<br />
recognized by her current employer.<br />
Receiving a BBMA was “life changing<br />
and inspirational” for Erin. Life<br />
changing in that the award enabled her<br />
to secure the job that she loves and<br />
inspirational in that other Métis young<br />
people she knows are now looking into<br />
their heritage and contemplating postsecondary<br />
education themselves. This<br />
is what the awards are all about – not<br />
just money but breaking down barriers,<br />
creating possibilities and building pride<br />
in Métis culture.<br />
20 Years of Giving 23
Funds, Grants<br />
and Disbursements<br />
OPTIONS FOR GIVING<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> works<br />
with donors to create funds that will see their<br />
philanthropic dreams fulfilled.<br />
A wide range of fund options exists to<br />
accommodate donors’ wishes – from<br />
designating specific charities to allowing the<br />
<strong>Foundation</strong> to direct funds to support priority<br />
community needs.<br />
We are delighted to meet with donors and their<br />
financial advisors to discuss their charitable<br />
goals. Please call us at (780) 426-0015 or visit<br />
our website at www.ecfoundation.org.<br />
EFFECTIVE GRANTING<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> is a trusted,<br />
reliable source for identifying and funding<br />
initiatives that strengthen our community.<br />
A gift to the General <strong>Community</strong> Fund ensures<br />
that critical community needs are met through<br />
a rigorous, competitive process while providing<br />
accountability to donors.<br />
Through our <strong>Community</strong> Grants Program,<br />
<strong>Foundation</strong> staff, advisory committees, and<br />
ultimately our board of directors review<br />
requests from a wide cross-section of sectors<br />
and allocate funding to meet priority needs<br />
and strengthen charities. In general, grants<br />
are awarded in the following categories: arts,<br />
culture, and heritage; education and learning;<br />
health and wellness; community and social<br />
services; recreation and leisure; and<br />
the environment.<br />
General community funds also allow the<br />
<strong>Foundation</strong> to support the community through<br />
<strong>Foundation</strong> Directed Initiatives. Carefully<br />
selected charities that demonstrate high levels<br />
of commitment, capacity, and effectiveness are<br />
provided with up to three years of funding for<br />
operations or special projects.<br />
In <strong>2009</strong>, despite the challenges of the economic<br />
downturn, <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong>’s<br />
endowed funds generated millions of dollars<br />
that were awarded to local charities. As well,<br />
many students benefitted from awards<br />
disbursed through our scholarship funds.<br />
24<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
<strong>Community</strong> Grants proGram<br />
Each year the <strong>Community</strong> Grants Program provides funding in response to inquiries made by<br />
registered charities in <strong>Edmonton</strong> and to <strong>Foundation</strong> Directed Initiatives. These grants address<br />
community needs in categories such as arts, culture, and heritage; education and learning; health<br />
and wellness; community and social services; recreation and leisure; and the environment. Total<br />
disbursements made through the <strong>Community</strong> Grants Program totalled over $1.4 million in <strong>2009</strong>.<br />
COmmuNITy FuNdS<br />
The Board has full discretion in disbursing the net income from <strong>Community</strong> Funds, either through<br />
an application process or by proactively identifying priority community needs. In addition to<br />
those donors who have established named <strong>Community</strong> Funds, many donors have made<br />
significant cumulative contributions to the General <strong>Community</strong> Fund since inception.<br />
$1,000,000 + $100,000–$999,999 $10,000–$99,999<br />
George & Rae Poole Anonymous Anonymous<br />
Estate of George & Rae Poole Estate of Cecil Moore Shawana Estates Ltd<br />
John & Barbara Poole Family John Slatter Westpear Developments Ltd<br />
Alison B. Rice<br />
Robert & Shirley Stollery & Family<br />
Year End Balance<br />
Allen Fund 1,463,615<br />
Betty Kathleen Brown Fund 62,024<br />
Jo-Ann Campbell Fund 11,158<br />
Archibald Hadley Dickson Memorial Fund 197,885<br />
Eric Geddes Memorial Fund 9,345<br />
Alex Hamilton Family Fund 55,312<br />
Lorne & Kathie Leitch Family Fund 14,390<br />
Memorial Tribute Fund 110,645<br />
Year End Balance<br />
Miller Office Group Fund 13,749<br />
John E. Poole Memorial Fund 28,522<br />
Princeton Fund 35,174<br />
David W. Purvis Fund 1,642,750<br />
Robert David Purvis Memorial Fund 116,895<br />
General <strong>Community</strong> Fund 14,670,760<br />
TOTAL: COMMUNITY FUNDS $ 18,432,224<br />
FIEld OF INTEREST FuNdS<br />
Donors identify the areas of charitable endeavours they wish to support without specifying particular<br />
charities, allowing the board to provide support for priorities within those charitable endeavors.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
Anonymous Fund #2 126,126<br />
Bishop & McKenzie Centennial Fund 81,499<br />
Branches of Life Fund 28,088<br />
Ken Crockett Music Fund 11,972<br />
John Crockett Memorial Fund 23,184<br />
Feeding Hungry Minds Fund 14,965<br />
Garber-Conrad Family Fund 11,587<br />
Gaunce Family Fund 25,798<br />
Glenora Fund 17,384<br />
Karen Good Family Fund 20,403<br />
The GYRO Club of <strong>Edmonton</strong> Fund 17,496<br />
Heads Up Fraud Prevention/<br />
Fugi Saito Endowment Fund 19,101<br />
Lois Hole Care & Nurture Legacy Fund 220,395<br />
Year End Balance<br />
John & Jane Holmlund Family Fund 49,090<br />
Johanna & Otto Holzapfel Fund 37,674<br />
Lee <strong>Community</strong> Playspace Fund 412,927<br />
H. Jean McDiarmaid Fund for Musical Performance 1,499,791<br />
George & Rae Poole Fund 3,482,187<br />
George & Rae Poole Bequest Fund 1,058,524<br />
Bunny Casper Rae Fund 1,318,870<br />
Rosalie & William Rector Fund 278,800<br />
Phyllis Ritchie Fund 144,199<br />
Single Parents Independence Fund 130,264<br />
Special Arts Fund 1,045,349<br />
Stollery Fund 3,550,172<br />
Treleaven-Tymofichuk Family Fund 50,220<br />
TOTAL: FIELD OF INTEREST FUNDS $ 13,676,065<br />
20 Years of Giving 25
WINSPEAR FuNd<br />
The Winspear Fund provides operational funding to some of <strong>Edmonton</strong>’s larger arts organizations<br />
each year. The remaining discretionary funds are disbursed through the <strong>Community</strong> Grants<br />
Program in keeping with the granting philosophy of the original Winspear <strong>Foundation</strong> grants panel.<br />
Year End Balance<br />
TOTAL: WINSPEAR FUND $ 10,843,727<br />
COmbINEd PuRPOSE FuNdS<br />
Many donors have a number of different goals they wish to accomplish. For example, donors may wish to<br />
designate specific charities to receive portions of the disbursements from their fund year after year with the<br />
remainder to be used to address priority needs in our community as identified by the <strong>Foundation</strong> Board.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
Albian Sands Energy <strong>Community</strong> Environment Fund 69,318<br />
Randy Anderson Learning Fund 11,418<br />
Anonymous Fund #4 37,967<br />
Phyllis A. Arnold Learning Fund 571,307<br />
Earl Clements Fund 13,715<br />
H.J. (Jock) Dawe Family Fund 160,542<br />
<strong>Edmonton</strong> Legal <strong>Community</strong> Fund 28,110<br />
Roy Faltinson Fund 96,786<br />
Shirley & Gordon Gifford Family Fund 1,042,485<br />
Earle & Elsie Hawkesworth Family Fund 47,317<br />
Year End Balance<br />
W.A. & M. Hiller Fund 196,151<br />
Jean & Garnet Ireland Fund 51,982<br />
Owen & Peg Linton Family Fund 300,064<br />
Tevie & Arliss Miller Endowment Fund 67,576<br />
Doris Tanner Pimm Fund 119,009<br />
Ruste Family Fund 11,862<br />
Jim & Billie Wilkins Fund 101,632<br />
John & Olivia Young Fund for Health 90,454<br />
TOTAL: COMBINED PURPOSE FUNDS $ 3,017,695<br />
<strong>Community</strong> Grants<br />
RESPONSIVE GRANTS<br />
Grants may be funded from more than one source including <strong>Community</strong>, Field of Interest,<br />
Winspear and Combined Purpose Funds.<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 508,246<br />
Grantee<br />
Grants<br />
Bent Arrow Traditional Healing Society<br />
Operational Support 2,000<br />
Boyle McCauley Health Centre<br />
Dental Clinic Operations – Yr.3 30,000<br />
Boys’ & Girls’ Clubs of Greater Vancouver<br />
<strong>Annual</strong> Support for Programs 55,671<br />
Cantilon Choral Society<br />
New Composition for 10th Anniversary Concert 10,000<br />
Catalyst Theatre Society of Alberta<br />
Part-time Facility Manager Position – Yr.3 8,460<br />
Centre for Family Literacy Society of Alberta<br />
Aboriginal Storysacks Program – Yr.3 20,000<br />
Dickinsfield Amity House<br />
Arts for Tots Program – Yr.2 15,600<br />
<strong>Edmonton</strong> Gleaners Association<br />
Purchase of Eggs 3,000<br />
<strong>Edmonton</strong> Inner City Children’s Project Society<br />
Director of Programming – Yr.2 38,000<br />
<strong>Edmonton</strong> International Street Performers Festival<br />
Comedy Cares Professional Development Workshops 3,000<br />
<strong>Edmonton</strong> Opera Association<br />
Costumes for Pirates of Penzance 15,000<br />
Edzimkulu, A Society for Children of AIDS<br />
Disaster Relief in Ndawana, South Africa 790<br />
Grantee Grants<br />
Federation of Alberta Naturalists<br />
Storm Water Lakes Pilot Project – Yr.3 25,000<br />
Friends of Boys’ and Girls’ Clubs of <strong>Edmonton</strong><br />
<strong>Annual</strong> Support for Programs 55,670<br />
Friends of PAAFE<br />
(Prostitution Awareness & Action <strong>Foundation</strong> of <strong>Edmonton</strong>)<br />
Building Blocks for Families – start up costs 4,080<br />
i Coristi Chamber Choir<br />
Sorrows of Mary Concert 7,800<br />
iHuman Youth Society<br />
Executive Director Position – Yr.2 65,000<br />
Newly United Operatic Vocalists Association<br />
The Lives of Lesser Things – Opera for Children 15,000<br />
Nina Haggerty Centre for the Arts<br />
Bridge Operational Funding – Yr.2 25,000<br />
Our House (<strong>Edmonton</strong>) Ltd.<br />
Mental Health Counselor – Yr.2 20,000<br />
Terra Association<br />
Operational Support 2,000<br />
University of Alberta, Dept. of Philosophy<br />
Eurekamp Summer Camp for Children 3,000<br />
University of Alberta, Faculty of Education<br />
Youth Intervention & <strong>Community</strong> Outreach<br />
Worker – Yr.2 40,000<br />
Youth Emergency Shelter Society of <strong>Edmonton</strong><br />
Diversity and Outreach Initiative – Yr.2 44,175<br />
26<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
FOuNdATION dIRECTEd INITIATIVES<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> proactively addresses community needs by working in<br />
partnership with high-performing charities and other stakeholders. The resulting <strong>Foundation</strong><br />
Directed Initiatives provide an opportunity for agencies in all sectors to focus on fulfilling their<br />
visions, develop innovative approaches and strengthen our community.<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 610,000<br />
Grantee Grants<br />
<strong>Edmonton</strong> Arts Council<br />
Innovative Arts Initiatives that address Social<br />
Issues – Yr.3 50,000<br />
<strong>Edmonton</strong> Chamber of Voluntary Organizations<br />
Operational Support – Yr.2 50,000<br />
<strong>Edmonton</strong> Mennonite Centre for Newcomers Society<br />
Health Issues of Newcomers to Canada – Yr.2 100,000<br />
<strong>Edmonton</strong> Social Planning Council<br />
Operational Support – Yr.3 60,000<br />
Northern Light Theatre<br />
Operational Support to Enhance Productions – Yr.2 16,666<br />
Grantee Grants<br />
Support Network<br />
Walk-In Counselling Program – Yr.2 100,000<br />
Theatre Network (1975) Society<br />
Operational Support to Enhance Productions – Yr.2 16,668<br />
United Way of the Alberta Capital Region<br />
Partners For Kids Project – Yr.2 100,000<br />
University of Alberta,<br />
<strong>Community</strong>-University Partnership<br />
Families First <strong>Edmonton</strong> – Research Phase 100,000<br />
Workshop West Playwrights’ Theatre Society<br />
Operational Support to Enhance Productions – Yr.2 16,666<br />
WINSPEAR FuNd GRANTS<br />
A portion of the Winspear Fund disbursements is designated to support specific arts<br />
organizations in <strong>Edmonton</strong> as well as to provide scholarships and emergency funding disbursed<br />
through Catholic Social Services.<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 196,486<br />
Grantee Grants<br />
Catholic Social Services Emergency Grants 45,738<br />
<strong>Edmonton</strong> Opera Association 25,773<br />
Grantee Grants<br />
17 Winspear Fund Scholarships<br />
for Advanced Classical Music Studies 57,000<br />
<strong>Edmonton</strong> Symphony Society 67,975<br />
EdmONTON COmmuNITy PlAySPACE PROGRAm GRANTS<br />
The Playspace Program provides grants to support the creation or refurbishment of playspaces<br />
that are accessible to the general public. Grants are jointly funded by the Lee <strong>Community</strong><br />
Playspace Fund and General <strong>Community</strong> Funds.<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 4,000<br />
Grantee Grant<br />
Rio Terrace <strong>Community</strong> League<br />
Playground Redevelopment 4,000<br />
20 Years of Giving 27
COmbINEd PuRPOSE FuNdS GRANTS<br />
A portion of the Combined Purpose Funds are designated by the donor.<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 52,483<br />
Grantee Grants<br />
Grantee<br />
Grants<br />
Alberta Aviation Museum Association 2,063<br />
Alberta <strong>Foundation</strong> for Environmental Excellence 421<br />
Bissell Centre 303<br />
Canadian Diabetes Association<br />
of Alberta & NWT Region 424<br />
CNIB 140<br />
CNIB (Alberta-NWT Division) 140<br />
Cross Cancer Institute 1,266<br />
<strong>Edmonton</strong> & District Historical Society 15,000<br />
<strong>Edmonton</strong> Jewish <strong>Community</strong> Charitable <strong>Foundation</strong> 1,000<br />
<strong>Edmonton</strong> Public Library 209<br />
Fresh Start Addictions Centre 200<br />
Learning Disabilities Association of Alberta 2,000<br />
McMan Youth Family & <strong>Community</strong><br />
Services Association 1,000<br />
Natural Step Canada 200<br />
Northern Alberta Institute of Technology 5,000<br />
Pilgrims Hospice Society 633<br />
Salvation Army Alberta & NWT Division 3,131<br />
Student Christian Movement of Canada 200<br />
Tuxis Parliament Alumni Society of Alberta 200<br />
United Way of the Alberta Capital Region 1,568<br />
University Hospital <strong>Foundation</strong> 5,000<br />
University of Alberta 12,385<br />
DEsiGnatED FunDs<br />
Designated Funds identify a specific charity or charities to receive support every year.<br />
The agreements for these funds include planning for the inevitable changes that take place over<br />
long periods of time so the funds remain meaningful, effective and robust. <strong>Edmonton</strong> <strong>Community</strong><br />
<strong>Foundation</strong> makes creating endowment support for a number of charities easy for the donor.<br />
One fund can accomplish many goals and support multiple charities.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
A.I.R.S. Fund 56,182<br />
Alberta Legal Heritage Fund 115,167<br />
Alberta Literacy <strong>Foundation</strong> Fund 9,724<br />
Alberta Search & Rescue Fund 9,600<br />
Anchor Fund 8,815<br />
Art Gallery of Alberta Fund* 2,223,461<br />
Milton Bablitz Memorial Fund 21,357<br />
Banff Centre Fund 3,963<br />
Amina Beecroft Fund 171,487<br />
Helen & Laurel Bell Fund 118,295<br />
Helen & Fred Bentley<br />
Planned Parenthood <strong>Edmonton</strong> Fund 275,913<br />
Helen & Fred Bentley<br />
Planned Parenthood Federation of Canada Fund 295,690<br />
Gay Bisanz Leadership Development Fund 26,298<br />
Boyle-McCauley Health Centre Fund* 144,582<br />
Boys’ & Girls’ Clubs of Alberta Endowment Fund 28,885<br />
Boys’ & Girls’ Clubs of <strong>Edmonton</strong> Fund 194,324<br />
Boysdale Camp Fund* 72,804<br />
Ralph Buttner Memorial Fund 55,107<br />
Douglas Milton Campbell Estate Fund 633,956<br />
Canadian Parks & Wilderness Society<br />
Fund for Alberta* 94,407<br />
Canadian Red Cross Society Fund* 92,393<br />
Year End Balance<br />
Capital Care <strong>Foundation</strong> Fund* 54,066<br />
Caritas Hospitals <strong>Foundation</strong> Fund* 58,121<br />
Cerebral Palsy Associations in Alberta Fund 358,352<br />
Children’s Health <strong>Foundation</strong><br />
of Northern Alberta Fund* 48,544<br />
Cityfarm Fund 9,194<br />
CKUA Radio <strong>Foundation</strong> Fund 41,605<br />
Cosmopolitan Music Society Endowment Fund 10,676<br />
Cunningham AnimalCare Fund 19,714<br />
Frank Philip Davis Fund 9,412<br />
‘CR’ & Del Dilkie Fund 42,942<br />
Dogs with Wings Fund 9,988<br />
<strong>Edmonton</strong> Chamber Music Society Fund 27,292<br />
<strong>Edmonton</strong> General (Grey Nuns) Hospital Fund* 3,811<br />
<strong>Edmonton</strong> Gleaners Association Fund 32,830<br />
<strong>Edmonton</strong> Heritage Festival Endowment Fund 13,441<br />
<strong>Edmonton</strong> Interfaith Centre<br />
for Education and Action Society Fund 11,304<br />
<strong>Edmonton</strong> Musical Theatre Fund 24,387<br />
<strong>Edmonton</strong> Oilers <strong>Community</strong> <strong>Foundation</strong><br />
Emma Bailey Memorial Fund 30,056<br />
<strong>Edmonton</strong> YMCA <strong>Foundation</strong> Fund 30,523<br />
Joy Eisert Habitat Lands Fund 34,492<br />
Leta Gene Eisert Miquelon Lake<br />
Wildlands Sanctuary Fund 35,155<br />
28<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong><br />
* Funds established by the John & Barbara Poole Family
DESIGNATED FUNDS (continued)<br />
Year End Balance<br />
Electro Equinology Fund 17,147<br />
Cheryl Escott Memorial Fund 12,431<br />
Field Fund for Science Education 87,908<br />
Jean Fitzsimmons & Family Fund 17,240<br />
Foote Field at University of Alberta South Campus<br />
Athletic Facility Funds 1,776,456<br />
Ed & Rita Foy Memorial Fund 10,619<br />
Friends of Guiding Fund 10,264<br />
Friends of Jasper National Park Association Fund 9,664<br />
Glenrose Rehabilitation Hospital Fund 112,994<br />
Dr. Dasha Goody Memorial Fund 9,580<br />
Goudreau Fund 24,972<br />
Growing Early Minds Fund 11,333<br />
HIV <strong>Edmonton</strong> Endowment Fund 10,173<br />
Harry & Muriel Hole Family Fund 91,546<br />
Bishop Stephen P. Kristenson Seminarian<br />
Endowment Fund 210,846<br />
Frank & Dollie Leah Memorial Fund 74,862<br />
Leduc/Devon Oilfield Historical Society Fund 33,194<br />
Lingle Educational Endowment Fund 11,536<br />
Victor C. Love Memorial Fund 16,627<br />
Lucy Baker School Society Fund 10,629<br />
Peter & Dorothea Macdonnell Fund 246,526<br />
Fraser Malcolm Fund 35,561<br />
Doris Louise (Belt) Marcum Family Fund 9,021<br />
Rose McAllister and Deanna Nemirsky<br />
Old Friends Fund 25,248<br />
Donald Gordon McArthur Fund 32,548<br />
Mary & Steve McEachern Fund 15,140<br />
George & Lilian McEwen Family Fund 21,267<br />
William M. McGee Fund 13,393<br />
Letha McKee Fund 41,536<br />
Memorial (Brewster) Fund 69,467<br />
Margaret Michaud Fund 8,914<br />
Ruthie & Hoadley Mitchell Memorial Fund 94,385<br />
Mustard Seed (<strong>Edmonton</strong>) Fund* 87,467<br />
NAIT Scholarship & Bursary Fund 78,901<br />
Native Cultural Awareness Fund 20,403<br />
Nature Conservancy of Canada Fund* 740,728<br />
NUOVA Fund* 23,031<br />
Orchid Species Preservation <strong>Foundation</strong><br />
Endowment Fund 9,409<br />
Our House Addiction Recovery Endowment Fund 10,100<br />
Kathleen Pearson Fund 69,678<br />
PLAN <strong>Edmonton</strong> Fund 50,774<br />
Planned Parenthood Association of <strong>Edmonton</strong> Fund 10,293<br />
Pro Coro Canada Choir Fund 25,741<br />
Alison B. Rice Bequest for Habitat for Humanity 2,378,688<br />
Alison B. Rice Endowment<br />
for <strong>Edmonton</strong> Inner City Housing Society 816,173<br />
Alison B. Rice Endowment for Habitat for Humanity 866,791<br />
Roper Fund 99,377<br />
Royal Alexandra Hospital Fund* 26,232<br />
Bill & Susan Sadler Fund 13,327<br />
Year End Balance<br />
Albin J.E. Shanley Fund 16,297<br />
Ranald & Vera Shean Fund 1,320,007<br />
Ranald & Vera Shean Sonata Fund 21,899<br />
Simonson Family Fund 12,062<br />
SKILLS Society Fund 51,109<br />
Slatter Family Fund 128,633<br />
Linda Stanier & Family Memorial Award Fund 27,820<br />
Stanley A. Milner Library Fund* 114,095<br />
STARS Alberta Shock Trauma Air Rescue<br />
<strong>Foundation</strong> Fund 52,798<br />
Barb Tarbox Legacy Fund 16,262<br />
Hazel F. Teskey Memorial Trust Fund 11,228<br />
Jack & Fran Thomas Fund 11,034<br />
University Hospitals <strong>Foundation</strong> Fund* 110,661<br />
Valley Zoo Development Society Fund* 79,840<br />
Wally & Rosanna Kids to Kamp Fund 18,452<br />
Walterdale Theatre Associates Fund 11,043<br />
Ross & Eleanor Wein Family<br />
Disabilities Transportation Fund 11,277<br />
Westend Seniors Activity Centre Endowment Fund 20,994<br />
Wings of Providence<br />
Laurette Braconnier Tribute Fund 37,746<br />
The Works Arts Festival Fund* 59,488<br />
FAMILIES OF DESIGNATED FUNDS<br />
ABC Head Start Society Funds<br />
ABC Head Start Society Fund 238,356<br />
Ralph & Aleda Patterson Family Fund 13,751<br />
Alberta Ballet Funds<br />
Canadian Arts & Heritage Fund 321,846<br />
John & Barbara Poole Family 588,804<br />
Alberta Baroque Ensemble Funds<br />
Alberta Baroque Ensemble Endowment Fund 168,723<br />
Alberta Baroque Ensemble Enhancement Fund 48,363<br />
Catharinus Huyer Principal Second Violin Fund 11,706<br />
Alberta Cancer <strong>Foundation</strong> Funds<br />
Alberta Cancer <strong>Foundation</strong> Fund 5,819<br />
Edmonds Family Fund 62,833<br />
George C. Field Memorial Fund 176,640<br />
John & Barbara Poole Family 52,372<br />
Karen Sharpe Memorial Fund 2,819<br />
Bob Tarr Memorial Fund 72,147<br />
Alberta Emerald <strong>Foundation</strong> Funds<br />
Alberta Emerald <strong>Foundation</strong> Endowment Fund 28,742<br />
Alberta Emerald <strong>Foundation</strong> Fund 400,500<br />
Bissell Funds<br />
Bissell Fund 288,578<br />
Elizabeth McBride Fund 54,209<br />
Bow Valley <strong>Community</strong> <strong>Foundation</strong> Funds<br />
Banff Alpine Racers Fund 15,005<br />
Bow Valley <strong>Community</strong> <strong>Foundation</strong> Operating<br />
Endowment Fund 9,215<br />
Bow Valley <strong>Community</strong> Fund 9,215<br />
Rockies Ride for Kids <strong>Foundation</strong> 118,622<br />
* Funds established by the John & Barbara Poole Family 20 Years of Giving 29
DESIGNATED FUNDS (continued)<br />
Brian Webb Dance Company Funds<br />
Year End Balance<br />
Canadian Arts & Heritage Fund 63,434<br />
John & Barbara Poole Family 79,298<br />
Cable Family <strong>Community</strong> Endowment Funds<br />
Cable Family Boyle-McCauley Health Centre<br />
Endowment Fund 45,528<br />
Cable Family <strong>Community</strong> Endowment Fund 273,102<br />
Cable Family Endowment Fund<br />
for Abused Seniors 50,769<br />
Cable Family iHuman Youth Society<br />
Endowment Fund 45,528<br />
Cable Family Operation Friendship<br />
Seniors Society Endowment Fund 45,528<br />
Cable Family Priest Retirement Endowment Fund 45,528<br />
Cable Family SKILLS Endowment Fund 96,638<br />
Camp Health Hope & Happiness Society Funds<br />
Camp Health Hope & Happiness Society Fund 248,451<br />
Kiwanis Club of <strong>Edmonton</strong> Downtown Fund 9,759<br />
Hugh & Madge McColl Camp Fund 23,051<br />
Centre for Family Literacy Society of Alberta Funds<br />
Centre for Family Literacy<br />
Society of Alberta Fund 91,912<br />
John & Barbara Poole Family 25,028<br />
Citadel Theatre Funds<br />
Canadian Arts & Heritage Fund 1,903,006<br />
Citadel Theatre Fund 1,523,127<br />
Dr. Susan & Ove Minsos Q.C. & Family<br />
Citadel Fund 45,970<br />
John & Barbara Poole Family 1,338,735<br />
Joseph H. Shoctor Fund 306,417<br />
<strong>Edmonton</strong> Arts Council Funds<br />
<strong>Edmonton</strong> Artists’ Trust Fund 149,024<br />
Lakhani Family Fund 14,963<br />
Lee Fund for the Arts 1,125,504<br />
John & Barbara Poole Family 694,254<br />
<strong>Edmonton</strong> City Centre Church Corporation Funds<br />
Anne Carmichael Children’s Fund 9,717<br />
<strong>Edmonton</strong> City Centre Church Corporation Fund* 150,176<br />
William Daly Fund 32,559<br />
Annie Hole Children’s Nutrition Fund 1,671,787<br />
<strong>Edmonton</strong> Folk Music Festival Society Funds<br />
Canadian Arts & Heritage Fund 231,420<br />
<strong>Edmonton</strong> Folk Music Festival Society Fund 538,966<br />
<strong>Edmonton</strong> Opera Funds<br />
Canadian Arts & Heritage Fund 700,788<br />
Dr. David Cook Fund for <strong>Edmonton</strong> Opera 14,266<br />
<strong>Edmonton</strong> Opera Endowment Fund 88,126<br />
<strong>Edmonton</strong> Opera Endowment Trust Fund 14,049<br />
<strong>Edmonton</strong> Opera Staff Contributions Fund 19,347<br />
Irving Guttman Opera Endowment Fund 31,121<br />
Dianne & Irving Kipnes Opera Fund 142,694<br />
John & Barbara Poole Family 696,172<br />
Francis Price & Marguerite Trussler Family Fund 285,941<br />
<strong>Edmonton</strong> Police <strong>Foundation</strong> Funds<br />
Year End Balance<br />
<strong>Edmonton</strong> Police <strong>Foundation</strong> Fund* 51,474<br />
Harry Hole Police <strong>Foundation</strong> Fund 443,403<br />
<strong>Edmonton</strong> Symphony Society Funds<br />
Canadian Arts & Heritage Fund 580,620<br />
Children’s Programming Fund 57,331<br />
<strong>Edmonton</strong> Symphony Endowment Fund 202,897<br />
Lila & Colin Eicher Symphony Fund 14,891<br />
Peter & Astrid Griep Symphony Fund 14,653<br />
John & Barbara Poole Family 804,617<br />
<strong>Edmonton</strong> Women’s Shelter Funds<br />
<strong>Edmonton</strong> Women’s Shelter Fund 4,272<br />
John & Barbara Poole Family 350,577<br />
Fringe Theatre Adventures Society Funds<br />
Canadian Arts & Heritage Fund 72,853<br />
Cohos Evamy Endowment Fund 9,871<br />
Fringe Theatre Adventures Society Fund 118,321<br />
Grant MacEwan <strong>Community</strong> College<br />
<strong>Foundation</strong> Funds<br />
Grant MacEwan <strong>Community</strong> College<br />
<strong>Foundation</strong> Fund 3,194<br />
John & Barbara Poole Family 28,744<br />
Junior Achievement Funds<br />
Junior Achievement Fund 23,841<br />
Junior Achievement of Northern Alberta Fund 50,833<br />
Reagan Williams Achiever of the Year<br />
Scholarship Fund 23,862<br />
Lieutenant Governor of Alberta Arts Award Funds<br />
Alberta Centennial Legacy Fund 481,097<br />
Lieutenant Governor of Alberta Arts Award Fund 1,462,757<br />
National Theatre School of Canada Funds<br />
Canadian Arts & Heritage Fund 65,833<br />
John & Barbara Poole Family 121,246<br />
Norquest College Funds<br />
John & Barbara Poole Family Norquest Fund 234,470<br />
Stollery Norquest Student Fund 230,066<br />
Pilgrim’s Hospice Society Funds<br />
Audrey Luft Fund 11,279<br />
John & Barbara Poole Family 25,089<br />
Richard Eaton Singers Funds<br />
Canadian Arts & Heritage Fund 23,420<br />
Richard Eaton Singers Fund 72,424<br />
Salvation Army Funds<br />
John & Barbara Poole Family 291,182<br />
Salvation Army Endowment Fund 73,684<br />
St. Albert <strong>Community</strong> <strong>Foundation</strong> Funds<br />
Stanley Dennis Memorial Fund 25,629<br />
Jamison Family Fund 119,469<br />
St. Albert <strong>Community</strong> Fund 70,061<br />
Thatcher Neonatal Care Fund 291,882<br />
30<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong><br />
* Funds established by the John & Barbara Poole Family
DESIGNATED FUNDS (continued)<br />
Year End Balance<br />
Terra Future Builders Funds<br />
Jac’y Hayter Achieving Dreams Together Fund 63,456<br />
John & Barbara Poole Family - School Nutrition 108,207<br />
Terra Education Fund 21,166<br />
Terra Future Builders Fund 28,210<br />
United Way of the Alberta Capital Region Funds<br />
Anonymous Fund #12 885,778<br />
Anonymous Fund #13 885,687<br />
John & Barbara Poole Family 1,072,109<br />
Lillian A. Simonet United Way Fund 485,427<br />
Victoria School <strong>Foundation</strong><br />
for the Arts Endowment Funds<br />
Year End Balance<br />
Audrey & Greg Greenough Family Fund 12,181<br />
Victoria School <strong>Foundation</strong><br />
for the Arts Endowment Fund 1,250,973<br />
YWCA Funds<br />
Roger & Peggy Gouin Fund 44,123<br />
John & Barbara Poole Family 67,569<br />
Youth Emergency Shelter Society Funds<br />
John & Barbara Poole Family 365,142<br />
John Slatter Fund 110,947<br />
Youth Emergency Shelter of <strong>Edmonton</strong> Fund 21,674<br />
Youth Emergency Shelter Society Fund 11,127<br />
TOTAL: DESIGNATED FUNDS $ 43,640,766<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 1,100,525<br />
ABC Head Start Society 2,853<br />
Alberta Ballet Company 18,531<br />
Alberta Baroque Music Society 6,947<br />
Alberta Cancer <strong>Foundation</strong> 11,064<br />
Alberta Craft Council 1,000<br />
Alberta Emerald <strong>Foundation</strong> 13,757<br />
Alberta Lung Association 586<br />
Alberta Synod of the Evangelical Lutheran Church<br />
in Canada 6,760<br />
Alzheimer Society of Canada 289<br />
Amiskwaciy Academy 341<br />
Anglican Parish of Christ Church 1,312<br />
Art Gallery of Alberta 148,084<br />
Ascension Lutheran Church 314<br />
Banff Centre 1,312<br />
Birthright <strong>Edmonton</strong> 260<br />
Bissell Centre 10,788<br />
Boyle McCauley Health Centre 4,626<br />
Boysdale Camp <strong>Foundation</strong> 2,325<br />
Brian Webb Dance Company 2,202<br />
Camp Health, Hope & Happiness Society 9,399<br />
Canadian Cancer Society 539<br />
Canadian Diabetes Association<br />
of Alberta & NWT Region 539<br />
Canadian Federation for Sexual Health 6,900<br />
Canadian Mental Health Association<br />
Alberta Division, 1984 5,000<br />
Canadian Parks and Wilderness Society 2,159<br />
Canadian Red Cross Society, <strong>Edmonton</strong> 3,192<br />
Capital Care <strong>Foundation</strong> 1,727<br />
Caritas Hospitals <strong>Foundation</strong> 4,879<br />
Catholic Charities Society 539<br />
Centre for Family Literacy Society of Alberta 3,734<br />
Cerebral Palsy Association in Alberta 11,467<br />
CFRN-TV Good Neighbour Fund Society 397<br />
Children’s Ability Fund<br />
586<br />
Citadel Theatre 92,112<br />
CKUA Radio <strong>Foundation</strong> 995<br />
CNIB (Alberta-NWT Division) 333<br />
DOGS with WINGS Assistance Dog Society 283<br />
Dreamspeakers Festival Society 653<br />
E4C (<strong>Edmonton</strong> City Centre Church Corporation) 6,114<br />
<strong>Edmonton</strong> and Area Land Trust 309<br />
<strong>Edmonton</strong> Arts Council 61,769<br />
<strong>Edmonton</strong> Caring Clowns Society 160<br />
<strong>Edmonton</strong> Folk Music Festival Society 10,752<br />
<strong>Edmonton</strong> Heritage Festival Association 380<br />
<strong>Edmonton</strong> Humane Society (SPCA) 4,708<br />
<strong>Edmonton</strong> Inner City Housing Society 26,070<br />
<strong>Edmonton</strong> Kiwanis Music Festival Association 43,015<br />
<strong>Edmonton</strong> Musical Theatre Society 780<br />
<strong>Edmonton</strong> Opera Association 36,750<br />
<strong>Edmonton</strong> Police <strong>Foundation</strong> 15,804<br />
<strong>Edmonton</strong> Public Library 672<br />
<strong>Edmonton</strong> Public Schools 141<br />
<strong>Edmonton</strong> Symphony Society 33,977<br />
<strong>Edmonton</strong> Women’s Shelter Ltd. 10,218<br />
Esk-Omi Missions Inc. 260<br />
<strong>Foundation</strong> of Newman Theological College 199<br />
Franciscan Sisters Benevolent Society 200<br />
Friends of Boys’ and Girls’ Clubs of <strong>Edmonton</strong> 6,207<br />
Friends of St. Albert Children’s Theatre Society 241<br />
Fringe Theatre Adventures Society 3,267<br />
Glenrose Rehabilitation Hospital <strong>Foundation</strong> 3,623<br />
Good Samaritan Society 900<br />
Good Shepherd Lutheran Social Service Society 496<br />
Grant MacEwan University <strong>Foundation</strong> 3,020<br />
Habitat for Humanity <strong>Edmonton</strong> Society 104,630<br />
Heart & Stroke <strong>Foundation</strong> of Alberta 1,404<br />
Hervey <strong>Foundation</strong> for Cats 209<br />
HIV Network of <strong>Edmonton</strong> Society 326<br />
20 Years of Giving 31
DESIGNATED FUNDS DISBURSEMENTS (continued)<br />
Horizons Training Centre Society 166<br />
Junior Achievement of Northern Alberta & NWT 1,628<br />
Juvenile Diabetes Research <strong>Foundation</strong> Canada 333<br />
KidSport Alberta 723<br />
Knox Metropolitan United Church 378<br />
Leadership <strong>Edmonton</strong> 834<br />
Legal Archives Society of Alberta 3,678<br />
Lieutenant Governor of Alberta Arts Awards<br />
<strong>Foundation</strong> 62,229<br />
Literacy Alberta Society 311<br />
Mustard Seed Street Church (<strong>Edmonton</strong>) 1,968<br />
National Theatre School of Canada 3,046<br />
Nature Conservancy of Canada 20,351<br />
Newly United Operatic Vocalists Association 735<br />
Newman Theological College<br />
& St. Joseph Seminary 286<br />
NorQuest College 13,211<br />
Northern Alberta Institute of Technology<br />
<strong>Foundation</strong> 2,525<br />
Northern Alberta Society for Animal Protection 210<br />
Northern Gateway Regional Division #10 500<br />
Options Sexual Health Association 11,900<br />
Orchid Species Preservation <strong>Foundation</strong> of Alberta 300<br />
Our House (<strong>Edmonton</strong>) Ltd. 322<br />
Pilgrims Hospice Society 801<br />
Pro Coro Society - <strong>Edmonton</strong> 825<br />
Richard Eaton Singers 1,867<br />
Robertson Wesley United Church 531<br />
Royal Alexandra Hospital <strong>Foundation</strong> 838<br />
Royal Military College Club of Canada <strong>Foundation</strong> Inc. 15,949<br />
Salvation Army Alberta & NWT Division 12,451<br />
Scarboro Foreign Mission Society 540<br />
Search & Rescue Association of Alberta 307<br />
Seniors Association of Greater <strong>Edmonton</strong> (SAGE) 20,324<br />
Sign of Hope Society, Archdiocese of <strong>Edmonton</strong> 199<br />
Societe des Missionnaires D’Afrique (Peres-Blancs) 199<br />
St. Albert <strong>Community</strong> <strong>Foundation</strong> 15,838<br />
Stanley A. Milner Library 3,643<br />
STARS (Alberta Shock Trauma Air Rescue Society) 2,587<br />
Stollery Children’s Hospital <strong>Foundation</strong> 1,550<br />
Teen Time of <strong>Edmonton</strong> 329<br />
Terra Association 3,983<br />
Tevie Miller Heritage School Society 302<br />
United Way of the Alberta Capital Region 107,305<br />
University Hospital <strong>Foundation</strong> 4,984<br />
University of Alberta 3,017<br />
Victoria School <strong>Foundation</strong> for the Arts 389<br />
Westend Seniors Activity Centre 672<br />
Wildlife Rehabilitation Society of <strong>Edmonton</strong> 210<br />
WINGS of Providence Society 1,111<br />
Works International Visual Arts Society 1,239<br />
Youth Emergency Shelter Society of <strong>Edmonton</strong> 13,931<br />
YWCA of <strong>Edmonton</strong> 3,585<br />
our CHiLDrEn’s miLLEnnium FunDs<br />
Through the support of several generous donors, Our Children Millennium Funds provide an<br />
enduring legacy to help ensure children begin life with the support they need to succeed.<br />
Many donors have made contributions to the General Fund including the following:<br />
$1,000,000 + $100,000–$999,999 $10,000–$99,999<br />
John & Barbara Poole Family<br />
Robert & Shirley Stollery & Family<br />
Anonymous<br />
John & Maggie Mitchell<br />
Don & Joan Stanley<br />
Allen Family<br />
Fountain of Hope<br />
(Bank of Montreal)<br />
Jim & Diana Greer<br />
Ralph Klein Charity Classic<br />
Bruce Saville<br />
Year End Balance<br />
Year End Balance<br />
David William Bell Memorial Fund 14,162<br />
Bicentennial Fund 96,165<br />
Steven & Patty Glover Family Fund 44,921<br />
Sarah & Martin Gouin Family Fund for Children 1,281,585<br />
John Edward & Mary Ann Hockin & Family Fund 22,882<br />
Darlene & Doug McNally Family Fund 17,321<br />
Our Children’s Millennium (General) Fund 3,986,487<br />
TOTAL: OUR CHILDREN’S MILLENNIUM FUNDS $ 5,475,398<br />
Hawkesworth/Kriviak Family Fund 11,875<br />
TOTAL DISBURSEMENTS TO SUCCESS BY 6 IN <strong>2009</strong>: $ 174,467<br />
32<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
soCiaL EntErprisE FunDs<br />
The Social Enterprise Funds provide financing and technical assistance to charitable organizations<br />
engaging in social enterprise and affordable housing projects.<br />
Year End Balance<br />
Garber-Conrad Social Enterprise Endowment Fund 29,405<br />
Social Enterprise Capital Endowment Fund<br />
General Loan Fund 471,953<br />
United Way of the Alberta<br />
Capital Region Endowment Fund 456,341<br />
Year End Balance<br />
Social Enterprise Capital Grant Fund 75,827<br />
Social Enterprise Operating Fund 1,146,807<br />
TOTAL: SOCIAL ENTERPRISE FUNDS $ 2,180,333<br />
An additional anonymous $1 million is included in the Donor Advised Funds section of this annual report.<br />
PATH TO LOAN GRANT IN <strong>2009</strong>: $ 5,000<br />
The SEF manages two separate pools of loan capital: the capital invested by the ECF which is<br />
managed for the benefit of charities and the capital invested by the City of <strong>Edmonton</strong> in the<br />
<strong>Edmonton</strong> Social Enterprise Loan Fund, a Part 9 company of which the ECF is a member, and<br />
which is managed for the benefit of charities and non-profits. The City of <strong>Edmonton</strong> contributed<br />
$3,000,000 in seed funds to the Company in 2008. The <strong>Foundation</strong> received a total of $1,140,000<br />
to hold in the Social Enterprise Endowment Operating Fund to enhance the sustainability of the<br />
Social Enterprise Fund. (For further details please refer to the <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
Consolidated Financial Statements as posted on-line at www.ecfoundation.org.)<br />
EDmonton anD arEa LanD trust FunDs<br />
The <strong>Edmonton</strong> and Area Land Trust is a vehicle for conserving, protecting and restoring natural<br />
areas of ecological significance within the City of <strong>Edmonton</strong> and surrounding areas. The Land<br />
Trust is designated to own land outright or hold conservation easements on land owned by<br />
others. The Trust receives donations of land and conservation easements or funds used to<br />
purchase land and support stewardship and monitoring.<br />
<strong>Edmonton</strong> and Area Land Trust founders:<br />
• City of <strong>Edmonton</strong><br />
• <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
• <strong>Edmonton</strong> Nature Club<br />
• Legacy Lands Conservation Society<br />
• Urban Development Institute –<br />
Greater <strong>Edmonton</strong> Chapter<br />
• Land Stewardship Centre of Canada<br />
Year End Balance<br />
<strong>Edmonton</strong> and Area Land Trust Capital Fund 14,868<br />
<strong>Edmonton</strong> and Area Land Trust<br />
Operating Endowment Fund 2,738,067<br />
Year End Balance<br />
Ross & Eleanor Wein Family Fund 9,689<br />
TOTAL: EDMONTON AND AREA LAND TRUST FUNDS $ 2,762,624<br />
TOTAL DISBURSEMENTS TO EDMONTON AND AREA LAND TRUST IN <strong>2009</strong>: $ 113,753<br />
20 Years of Giving 33
Donor aDVisED FunDs<br />
Donors provide annual advice and recommendations to the <strong>Foundation</strong> about which charities they<br />
wish to support with their funds.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
Allen Family Fund 3,373,685<br />
Alzheimer Research & Support Fund 14,372<br />
Andrekson Family Fund 118,720<br />
Anonymous 800,000<br />
Anonymous Fund #10 8,185,239<br />
Anonymous Fund #11 3,001,113<br />
Anonymous Fund #14 4,009,673<br />
Anonymous Fund #3 22,503,063<br />
Anonymous Fund #7 14,721,751<br />
Anonymous Fund #8 5,141,345<br />
Anonymous Fund #9 15,275,916<br />
Heinrich & Lina Aulbach Fund 12,873<br />
Bacon Family Fund 38,880<br />
Robert A. & Maria Bailey Fund 112,337<br />
Sharon & Douglas Barbour Fund 11,626<br />
Basken Family Fund 13,475<br />
Baydala-Krawiec Endowment Fund 23,417<br />
Alice & Alan Bell Fund 21,284<br />
Fred & Helen Bentley<br />
Education in Agriculture Awards Fund 55,874<br />
Barbara G. Blackley Fund 34,869<br />
David Bodnarchuk Fund 21,168<br />
Ruth & Dudley Bristow Family Fund 179,449<br />
Buchwald Family Fund 20,191<br />
Christopher & Lisa Cairns & Family Fund 13,237<br />
Gil Charest Living Quilt Fund 20,485<br />
Ross and Muriel Cheriton Fund 22,606<br />
AGMJJ Cheung Family Fund 10,450<br />
Ernie Christman Family Fund 413,518<br />
Cinders Fund 636,584<br />
Crescent Hill Fund 79,300<br />
Jock Dawe Fund 174,148<br />
De Bathe Family Fund 9,294<br />
Herman & Elly de Jongh Fund 69,176<br />
Ann & John Dea Family Fund 35,306<br />
Shannon and John Dean Endowment Fund 10,127<br />
Randy Diamond & Dree Thomson-Diamond Fund 25,493<br />
Jenny Diment Fund 41,931<br />
<strong>Edmonton</strong> Chamber of Commerce<br />
Endowment Fund for Children in Need 444,655<br />
Jim & Sheila Edwards Family Fund 23,300<br />
Eidem Family Fund 205,453<br />
Bev & Norm Ellingson Family Fund 70,184<br />
Fenna Family Fund 54,674<br />
Lak & Ayoma Fernando Family Fund 20,179<br />
Eldon & Anne Foote Fund 5,111,850<br />
Colin Forbes Memorial Fund 10,313<br />
34<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong><br />
Year End Balance<br />
Tony & Daniela Franceschini Family Fund 1,005,145<br />
Future Project Fund 24,566<br />
Carol Gilfillan Fund 45,412<br />
Carol A. Gouin Memorial Fund 46,745<br />
Sarah & Martin Gouin Family Fund 2,143,215<br />
Gower Family Fund 11,181<br />
Grieve/Jones Family Fund 103,927<br />
Erin Noelle Guthrie Memorial Fund 79,152<br />
Hartnagel Family Fund 23,458<br />
Rick & Connie Hendrickson Family Fund 48,225<br />
Joyce A. Hendrickson Fund 12,492<br />
Bettie Hewes Memorial Fund 26,771<br />
Alice & Brian Hinds Fund 15,244<br />
Gail & Bruce Hogle Family Fund 9,546<br />
Hole Family Fund 2,293,753<br />
Jack & Audrey Holmes Fund 52,917<br />
John & Leni Honsaker Fund 138,026<br />
Fabian Bubel Hopkins Fund 10,674<br />
Kay & Steve Hrudey Memorial Fund 34,930<br />
Hutton Family Fund 1,305,328<br />
Katherine Jacob Fund 17,151<br />
Jones Eidem Fund 9,066<br />
Jenny Jungkind Memorial Fund for Music<br />
and for Quality of Life 12,627<br />
Karbani Family Fund 12,828<br />
Dr. T.A. Kasper Family Fund 563,264<br />
John & Linda Kimmitt Family Fund 19,766<br />
Larry & Kathy Klaus Fund 25,338<br />
Gerald Knoll Family Fund 282,889<br />
La Bruyère Fund 410,444<br />
William & Shirley Lakey Family Fund 48,600<br />
Lammerink Family Fund 180,146<br />
Laurie/Thomson Fund 11,552<br />
LeLacheur Family Fund 135,062<br />
Don & Mary Leverington Fund 9,101<br />
Life Is A Promise Endowment Fund 705,925<br />
LMG Fund 58,258<br />
Lost Coin Fund 17,212<br />
Linda & Kim Mackenzie Family Fund 18,621<br />
Manning Family Fund 11,410<br />
Bill Marsden Motion Picture Practicum Fund 19,057<br />
Hugh & Madge McColl Family Trust Fund 215,986<br />
McCuaig Desrochers Centennial Fund 133,663<br />
Lawrence & Edith McRae Fund 557,216<br />
Kathryn & Robert Merrett Fund 28,794<br />
John & Maggie KHG Mitchell Family Fund 778,666<br />
Doreen & Zenith Moisey Fund 882,695
DONOR ADVISED FUNDS (continued)<br />
Year End Balance<br />
Moses Charitable Fund 58,252<br />
Music of the Spheres Legacy Fund 96,786<br />
Nancy’s Butterfly Fund 59,985<br />
Eileen Nash Memorial Fund 48,847<br />
NAVIFUND 51,689<br />
Maggie & Jim Neilson Family Fund 15,927<br />
Jim Noble Family Hope Fund 20,614<br />
Nunastar Properties Fund for Northern Children 1,097,870<br />
Odynski Family Fund 22,569<br />
Ogilvie Fund 321,108<br />
Fonds Vital & Colleen Ouellette Endowment Fund 13,616<br />
Judith Peglau Family Fund 44,512<br />
V.N. & A.J. Pratt Fund 125,309<br />
John & Connie Prentice Family Endowment Fund 475,064<br />
Nora & Don Prentice Family Fund 10,231<br />
Year End Balance<br />
Teri Taylor-Tunski (T3) Fund 396,860<br />
Joe & Nancy Thompson Family Fund 1,154,498<br />
Ron & Dorothy Triffo Family Fund 2,739,610<br />
Victor-Osten Fund 720,817<br />
Watson Family Fund 106,851<br />
Weir Family Fund 698,556<br />
Genevieve (Jean) Whiting Fund 54,612<br />
Dave Williams Leadership Award Fund 28,009<br />
Douglas & Jane Wilson Fund 45,085<br />
Justin J. Wong Memorial Fund 24,534<br />
C.J. Woods, FCA Family Fund 228,541<br />
Ron & Donna Worthington Family Fund 33,819<br />
Yih Family Charitable Giving Fund 9,144<br />
Ralph & Gay Young Family Fund 469,823<br />
Ralph & Gay Young Family Capital Fund 523,957<br />
Rainbow Fund 12,889<br />
Douglas & Kathleen Ritchie Family Fund 18,929<br />
Ann & Steve Robson Family Fund 10,434<br />
Arnold & Grace Rumbold Fund 157,223<br />
Bud & Laverna Salloum Family Fund 45,387<br />
FAMILIES OF DONOR ADVISED FUNDS<br />
Rotary Club of <strong>Edmonton</strong> West Funds<br />
Rotary Club of <strong>Edmonton</strong> West Fund 70,046<br />
Zen Moisey Rotary Club of West <strong>Edmonton</strong> Fund 12,391<br />
Don & Georgie Scafe Fund 30,473<br />
Schizophrenia Millennium 2000 Fund 13,045<br />
Owen Schlosser Fund 13,876<br />
Semchishen Family Fund 54,746<br />
Craig Simpson & Friends Charity Funds 34,350<br />
Rod & Jane Simpson Family Fund 24,138<br />
Slavik Family Fund 305,991<br />
Don & Joan Stanley Fund 1,617,452<br />
EDMONTON COMMUNITY FOUNDATION FLOW-THROUGH FUNDS<br />
Anonymous 200,000<br />
General <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
Flow-through Fund 1,161,796<br />
Life Is A Promise Charity Fund 280,000<br />
Nunastar Properties Fund for Northern Children 28,000<br />
Stollery Small Grants Fund 66,100<br />
Jean & Gerry Staring Fund 45,502<br />
Pam & David Steeves Fund 10,938<br />
P & L Strohschein Family Fund 254,606<br />
TOTAL: DONOR ADVISED FUNDS $ 111,954,034<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 4,880,292<br />
Abbottsfield Youth Project 13,750<br />
ABC Head Start Society 30,000<br />
Alberta Association for <strong>Community</strong> Living 500<br />
Alberta Ballet Company 16,000<br />
Alberta Baroque Music Society 900<br />
Alberta Cancer <strong>Foundation</strong> 5,852<br />
Alberta Council for Environmental Education 10,000<br />
Alberta Council on Aging 300<br />
Alberta Craft Council 5,000<br />
Alberta Lung Association 1,000<br />
Alberta Wilderness Association 500<br />
All Saints’ Anglican Cathedral 1,000<br />
ALS Society of Canada 500<br />
Alzheimer Society of Alberta<br />
& Northwest Territories 959<br />
Anglican Parish of Christ Church 1,600<br />
Animal Cancer Therapy Subsidization Society 100<br />
Art Gallery of Alberta 381,500<br />
Arthritis Society (Alberta & NWT Region) 345<br />
Bamfield Arts Council 10,000<br />
Banff Centre 15,000<br />
Battle River Regional Division #31 700<br />
Bent Arrow Traditional Healing Society 700<br />
Bernadette N. Swan Social Care <strong>Foundation</strong> 200<br />
Bev Facey Composite High School 500<br />
Big Brothers Big Sisters Society of <strong>Edmonton</strong><br />
& Area 20,000<br />
Bird Studies Canada 200<br />
Bissell Centre 66,091<br />
Black Gold Regional Division #18 700<br />
Bow Valley <strong>Community</strong> <strong>Foundation</strong> 2,000<br />
Boyle McCauley Health Centre 3,566<br />
Braemar Baptist Society of <strong>Edmonton</strong> 1,500<br />
Bread of Life Ministries of Western Canada 1,500<br />
20 Years of Giving 35
DONOR ADVISED FUNDS DISBURSEMENTS (continued)<br />
British Columbia Guide Dog Services 60,000<br />
British Columbia Society for the Prevention<br />
of Cruelty to Animals 30,000<br />
Calgary <strong>Foundation</strong> 500<br />
Camp Health, Hope & Happiness Society 1,000<br />
Canadian Breast Cancer <strong>Foundation</strong> 1,500<br />
Canadian Centre for Policy Alternatives 500<br />
Canadian Diabetes Association of Alberta<br />
& NWT Region 3,711<br />
Canadian Hunger <strong>Foundation</strong> (CHF) 20,000<br />
Canadian Paraplegic Association (Alberta) 300<br />
Canadian Parks and Wilderness Society 2,000<br />
Canadian Red Cross Society, <strong>Edmonton</strong> 5,800<br />
Canadian Society of Decorative Arts 5,000<br />
Canadian Wildlife Federation 200<br />
Capital Care <strong>Foundation</strong> 1,000<br />
Caritas Hospitals <strong>Foundation</strong> 7,152<br />
CASA Child, Adolescent and Family Mental Health 15,000<br />
CASA <strong>Foundation</strong> 5,000<br />
Catalyst Theatre Society of Alberta 2,000<br />
Catholic Social Services 1,000<br />
Centre for Family Literacy Society of Alberta 5,256<br />
CGIT Board of <strong>Edmonton</strong> Society 15,000<br />
Child Evangelism Fellowship of Canada 500<br />
Christmas Bureau of <strong>Edmonton</strong> 3,000<br />
Citadel Theatre 253,145<br />
City of <strong>Edmonton</strong>, Parks 30,000<br />
CKUA Radio <strong>Foundation</strong> 5,000<br />
CNIB (Alberta-NWT Division) 500<br />
<strong>Community</strong> <strong>Foundation</strong>s of Canada 3,000<br />
Compassion Canada 600<br />
Concordia University College 5,000<br />
Diabetes Research Institute <strong>Foundation</strong>, Canada, Inc. 145<br />
David Suzuki <strong>Foundation</strong> 500<br />
Doctors Without Borders Canada 20,145<br />
Dogs with Wings Assistance Dog Society 512<br />
E4C (<strong>Edmonton</strong> City Centre Church Corporation) 127,675<br />
Ecojustice Canada 13,000<br />
<strong>Edmonton</strong> Beth Shalom Congregation 180<br />
<strong>Edmonton</strong> Caring Clowns Society 645<br />
<strong>Edmonton</strong> Down Syndrome Society 5,000<br />
<strong>Edmonton</strong> Gleaners Association 9,032<br />
<strong>Edmonton</strong> Heritage Festival Association 400<br />
<strong>Edmonton</strong> Humane Society (SPCA) 41,000<br />
<strong>Edmonton</strong> Inner City Housing Society 28,300<br />
<strong>Edmonton</strong> International Street Performers Festival 645<br />
<strong>Edmonton</strong> Kiwanis Music Festival Association 218<br />
<strong>Edmonton</strong> Meals on Wheels 1,200<br />
<strong>Edmonton</strong> Mennonite Centre for<br />
Newcomers Society 1,513<br />
<strong>Edmonton</strong> Musical Theatre Society 5,500<br />
<strong>Edmonton</strong> New Shadow Theatre Society 2,000<br />
<strong>Edmonton</strong> Opera Association 1,650<br />
<strong>Edmonton</strong> People In Need Shelter Society 100<br />
<strong>Edmonton</strong> Police Service 1,500<br />
<strong>Edmonton</strong> Public Schools 1,200<br />
<strong>Edmonton</strong> Symphony Society 5,650<br />
<strong>Edmonton</strong> United Jewish Appeal 125<br />
<strong>Edmonton</strong> Women’s Shelter Ltd. 7,008<br />
<strong>Edmonton</strong> Youth Orchestra Association 1,140<br />
Edzimkulu, A Society for Children of AIDS 56,200<br />
Elk Island Public Schools Regional Division #14 700<br />
Esther Honens<br />
International Piano Competition <strong>Foundation</strong> 5,100<br />
Excel Resources Society 2,700<br />
Fire Fighters Burn Treatment Society 500<br />
Fort <strong>Edmonton</strong> <strong>Foundation</strong> 500<br />
Fort Saskatchewan Hospital <strong>Foundation</strong> 589<br />
Franciscan Sisters Benevolent Society 20,000<br />
Friends of Boys’ and Girls’ Clubs of <strong>Edmonton</strong> 8,486<br />
Friends of PAAFE<br />
(Prostitution Awareness & Action <strong>Foundation</strong>) 5,000<br />
Friends of the Canadian Museum for Human Rights Inc. 15,000<br />
Girls Incorporated of Durham 300<br />
Global Angel Charitable Organization 15,000<br />
Grant MacEwan University <strong>Foundation</strong> 715,602<br />
Greater St. Albert Catholic Regional Div. #29 700<br />
Gull Lake Baptist Camp 500<br />
Habitat for Humanity <strong>Edmonton</strong> Society 718<br />
Hazel Bluff United Church 500<br />
Heart & Stroke <strong>Foundation</strong> of Alberta 1,000<br />
Holy Trinity Anglican Church 4,000<br />
Hope <strong>Foundation</strong> of Alberta 500<br />
Hope Mission 11,038<br />
iHuman Youth Society 324,556<br />
Jellinek Society 145<br />
Juvenile Diabetes Research <strong>Foundation</strong> Canada 20,000<br />
Kids Kottage <strong>Foundation</strong> 30,000<br />
Kids Up Front <strong>Foundation</strong> (<strong>Edmonton</strong>) 15,000<br />
Kids With Cancer Society of Northern Alberta 157,000<br />
KidSport Canada 12,000<br />
Leukemia Research Fund of Canada 500<br />
Life Outreach International 1,280<br />
Make-A-Wish <strong>Foundation</strong> of Northern Alberta 30,000<br />
Mark Mercier <strong>Foundation</strong> 5,000<br />
McDougall House Association 30,000<br />
Mental Health <strong>Foundation</strong> 11,000<br />
Mothers Against Drunk Driving (MADD Canada) 500<br />
Multicultural Family Resources Society 3,000<br />
Multiple Sclerosis Society of Canada,<br />
Alberta Division 2,000<br />
Mustard Seed Street Church (<strong>Edmonton</strong>) 38,288<br />
Nature Conservancy of Canada 11,148<br />
New Tribes Mission of Canada 2,500<br />
Newly United Operatic Vocalists Association 1,265<br />
NorQuest College <strong>Foundation</strong> 5,000<br />
36<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
DONOR ADVISED FUNDS DISBURSEMENTS (continued)<br />
Northern Alberta Institute of Technology 9,500<br />
Northern Light Theatre 2,000<br />
Norwood Child & Family Resource Centre 800<br />
Novayana Society for Eastern and Western Studies 6,000<br />
Operation Eyesight Universal 500<br />
Operation Friendship 300<br />
Options Sexual Health Association 500<br />
Parkinson’s Society of Alberta 500<br />
Pembina <strong>Foundation</strong> for Environmental Research<br />
and Education 1,500<br />
Personal <strong>Community</strong> Support Association of Alberta 22,862<br />
Phillips Exeter Academy Canadian<br />
Scholarship <strong>Foundation</strong> 100,000<br />
Pilgrims Hospice Society 55,000<br />
Planned Lifetime Advocacy Network (PLAN)<br />
<strong>Edmonton</strong> 10,000<br />
Recreation for Life <strong>Foundation</strong> 1,000<br />
Ridley College 400,000<br />
Rotary Club of <strong>Edmonton</strong> West 5,000<br />
Rotary <strong>Foundation</strong> Canada 1,200<br />
Royal Alexandra Hospital <strong>Foundation</strong> 246,000<br />
Salvation Army Alberta & NWT Division 7,814<br />
Samaritan’s Purse - Canada 966<br />
Save the Children - Canada 500<br />
Seniors Association of Greater <strong>Edmonton</strong> (SAGE) 200<br />
Shiloh Rebman Youth Ranch Society 1,000<br />
Southminster-Steinhauer United Church 5,000<br />
Spinal Cord Injury Treatment Centre<br />
(Northern Alberta) Society 45,000<br />
STARS (Alberta Shock Trauma Air Rescue Society) 30,702<br />
Stephen Lewis <strong>Foundation</strong> 1,400<br />
Stollery Children’s Hospital <strong>Foundation</strong> 8,859<br />
Stratford Shakespearean Festival of Canada 600<br />
Support Network 1,822<br />
Taylor University College & Seminary 3,000<br />
Teatro La Quindicina Theatre Society 2,000<br />
Temple Beth Ora Congregation of <strong>Edmonton</strong> 1,200<br />
Terra Association 55,819<br />
Theatre Network (1975) Society 500<br />
Tides Canada <strong>Foundation</strong> 10,000<br />
Ukrainian Shumka Dancers 20,000<br />
UNICEF Alberta 10,000<br />
UNICEF Canada 450<br />
United Way of Greater Victoria 15,000<br />
United Way of the Alberta Capital Region 47,050<br />
United World Mission of Canada, Inc. 689<br />
University Hospital <strong>Foundation</strong> 128,305<br />
University of Alberta 506,455<br />
University of Regina 14,000<br />
Valley Zoo Development Society 1,000<br />
Vibrant Communities <strong>Edmonton</strong> 25,000<br />
Voice of the Martyrs Inc. 260<br />
Walterdale Theatre Associates 2,000<br />
War Amputations of Canada 145<br />
WINGS of Providence Society 3,000<br />
Winnifred Stewart Association<br />
for the Mentally Handicapped 200<br />
Women Building Futures Society 300<br />
Wordfest Banff-Calgary International<br />
Writers Festival 5,000<br />
Workshop West Playwrights’ Theatre Society 2,403<br />
World Federalist <strong>Foundation</strong> 300<br />
World Relief Canada 966<br />
World Wildlife Fund Canada 1,300<br />
Writers’ Guild of Alberta 5,000<br />
Yellowstone to Yukon Conservation<br />
Initiative <strong>Foundation</strong> 25,000<br />
YOUCAN - <strong>Edmonton</strong> 5,000<br />
Young Men’s Christian Association of <strong>Edmonton</strong> 10,000<br />
Youth Emergency Shelter Society of <strong>Edmonton</strong> 64,300<br />
Youth Restorative Action Project 31,200<br />
Zebra Child Protection Centre Society 1,000<br />
sCHoLarsHip, Bursary anD aWarD FunDs<br />
Donors help students achieve their educational and career goals by offering support with<br />
scholarships based on a wide range of criteria. These funds can be discretionary, designated or<br />
donor advised.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
Acadia House Scholarship Fund 10,017<br />
All Weather Windows’ Scholarship Fund 174,392<br />
Diana Bacon Scholarship Fund 13,668<br />
Albert Bodnarchuk Award Fund 10,694<br />
Margaret-Ellen Bonar Scholarship Fund 10,618<br />
Cheriton Student Award Fund 333,732<br />
Year End Balance<br />
Thomas Chong Memorial Trust Fund 38,792<br />
Frantisek Cikanek Memorial Fund 12,170<br />
Judy Craig Teacher Development Endowment Fund 9,440<br />
Esther & Peter Cunliffe Fund 52,047<br />
Evelyn Mary Darch Memorial Fund 11,886<br />
ERHC Trade Scholarship Endowment Fund 299,227<br />
20 Years of Giving 37
SCHOLARSHIP, BURSARY AND AWARD FUNDS (continued)<br />
Year End Balance<br />
Nancy Fairley Scholarship Fund 230,616<br />
Farmer Family Instrumental Organ<br />
Scholarship Fund 29,444<br />
Farmer Family Kiwanis Fund 17,598<br />
Harry Farmer Memorial Fund 12,326<br />
Kathleen Farmer Memorial Fund 12,326<br />
Mike Fogolin Spirit of Champions Scholarship Fund 46,399<br />
John Patrick Gillese Fund 12,672<br />
Sarah & Martin Gouin Family Education Fund 970,635<br />
Marshall Hamar Memorial Fund 33,184<br />
Chris Hunter Memorial Fund 23,090<br />
Chris Judge Endowment Fund 39,599<br />
Rose Margaret King Education Fund 533,107<br />
Jeffrey Klaus Scholarship Fund 61,869<br />
Catherine Lalonde Memorial Scholarship Fund 58,364<br />
Charmaine Letourneau Fund 36,043<br />
Beverley MacLean Legacy Fund 70,808<br />
ManCap Legacy Education Grant Fund 426,630<br />
Al Maurer Awards Fund 12,154<br />
McCauley School “Invest in the Future”<br />
Scholarship Fund 23,327<br />
Dr. John Melling Scholarship Fund 1,288,402<br />
Jean & Gregory Moisey Fund 19,667<br />
Year End Balance<br />
Alexandra Munn Scholarship Fund 46,172<br />
Evelyn & Gene Norville Memorial Scholarship Fund 73,575<br />
Dr. David Plotsky Memorial Fund 9,257<br />
Ernest E. Poole 1906 Stoughton Awards<br />
Endowment Fund 94,614<br />
Della Roland Memorial Fund 10,957<br />
Saint John’s School of Alberta Bursary Fund 15,756<br />
Saint John’s School of Ontario Bursary Fund 26,068<br />
Father Sargeant Scholarship Fund 9,014<br />
Maria T. Schneider Fund 18,041<br />
Shauna Seneca Award Fund 14,131<br />
Ranald & Vera Shean Memorial Scholarship Fund 870,147<br />
Stollery <strong>Community</strong> Scholarship Fund 100,594<br />
Stollery Education Trust Fund 236,694<br />
Symphony Women’s Educational Assistance Fund 44,322<br />
Vasa Skandia Award Fund 27,650<br />
John & Andrea Wallin Fund 23,730<br />
BELCOURT BROSSEAU MéTIS AWARDS FUNDS<br />
Belcourt Brosseau Métis Awards Fund 13,012,228<br />
Enbridge Pipelines Inc. Belcourt Brosseau Métis<br />
Awards Fund 71,538<br />
TOTAL: SCHOLARSHIP, BURSARY<br />
AND AWARD FUNDS $ 19,701,053<br />
Leilani Muir Fund 51,008<br />
Paul & Florence Mulyk Fund 10,614<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 675,792<br />
<strong>Foundation</strong> Administered<br />
166 Belcourt Brosseau Métis Awards recipients 490,444<br />
1 <strong>Community</strong> Scholarship recipient 2,000<br />
5 Nancy Fairley Scholarship recipients 10,000<br />
2 Don Howden and Jane Squire Howden Awards<br />
recipients 5,000<br />
7 Rose Margaret King Merit Award recipients 12,500<br />
1 Charmaine Letourneau Scholarship recipient 1,500<br />
1 David Plotsky Award recipient 500<br />
2 Probert Math Award recipients 8,306<br />
5 Ranald & Vera Shean Memorial Scholarship<br />
recipients 9,753<br />
4 John & Andrea Wallin Award recipients 1,500<br />
1 Youth Formerly in Care Bursary recipient 1,378<br />
Other<br />
Andrew School 629<br />
Concordia University College 5,000<br />
<strong>Edmonton</strong> Catholic Separate School District 7 2,000<br />
<strong>Edmonton</strong> Kiwanis Music Festival Association 1,000<br />
<strong>Edmonton</strong> Police Service 2,251<br />
<strong>Edmonton</strong> Public Schools 1,745<br />
<strong>Edmonton</strong> Youth Orchestra Association 3,406<br />
Grant MacEwan University 23,585<br />
Hope Mission 2,000<br />
Lethbridge College 10,000<br />
ManCap <strong>Foundation</strong> 12,527<br />
Neuchatel Junior College 2,000<br />
NorQuest College 17,000<br />
Northern Alberta Institute of Technology 9,000<br />
Outward Bound Canada 1,200<br />
Pembina Hills Regional Division #7 500<br />
Rimbey Christian School Society 500<br />
Royal Canadian College of Organists<br />
<strong>Edmonton</strong> Centre 1,400<br />
South East Cornerstone School Division #209 3,031<br />
University of Alberta 32,637<br />
University of Calgary 1,000<br />
Yellowhead Koinonia Christian School 500<br />
38<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
EmErGinG FunDs<br />
Emerging Funds allow donors to gradually build named funds. This option encourages a first<br />
gift of $1,000 plus the donor’s commitment to add steadily to the fund until it reaches $10,000.<br />
Amounts are disbursed to charitable causes only when the Fund reaches this level.<br />
New funds in <strong>2009</strong> are listed in bold type.<br />
Year End Balance<br />
26BG1234 Family Fund 1,926<br />
Anonymous 6,788<br />
Anonymous Fund #15 2,368<br />
Sam and Sonia Azer Family Fund 7,108<br />
Babb/Murchison Family Fund 600<br />
Banister Family Fund 5,762<br />
Michael and Kathryn Brechtel Fund 100<br />
Bull Family Fund 1,963<br />
David & Deb Cautley Family Legacy Fund 1,612<br />
CKUA Board of Directors Fund 6,685<br />
Collinge Fund 8,048<br />
Coutts/Jager Family Fund 9,129<br />
Mary DeFerro Fund 226<br />
<strong>Edmonton</strong> in Bloom Fund 3,466<br />
<strong>Edmonton</strong> Refugee & Emerging <strong>Community</strong><br />
Awards Fund 4,505<br />
Diann & Art Etter Fund 2,558<br />
Charlotte and Tom Fredericks Fund for CKUA 922<br />
Aletha Joy Bourne Gilsdorf<br />
READ2KIDS Memorial Fund 8,661<br />
Frederic and Alma Gojmerac Family Fund 3,046<br />
Harper-Kennedy Fund 4,517<br />
Holy Spirit Lutheran Church Fund 930<br />
Jane Hopkinson Fund 1,377<br />
House Family Fund 3,633<br />
Karen L. Johnson Fund 9,801<br />
Keating Family Hedgehog Fund 101<br />
Dawson J. Koski Memorial Fund 9,505<br />
William Arnold (“Bill”) Lee Fund 7,547<br />
Kathy Lenihan Fund 1,781<br />
Year End Balance<br />
Mark D. Lepine Fund 1,081<br />
Leung Family Fund 4,962<br />
A. Blair McPherson Memorial Fund 8,947<br />
Memorial and Traffic Safety Fund 8,728<br />
Margaret Michaud Family Fund 4,528<br />
Nichols Family Fund 6,095<br />
Otteson Family Fund 6,572<br />
Pamela Paul Endowment Fund for the Prevention<br />
of Family Violence 1,416<br />
Pilgrims Hospice Fund 5,548<br />
Platten-Brimacombe Family Fund 4,707<br />
David & Cheryl Porter Fund 8,806<br />
Allan R. Purvis Junior Hockey Memorial Fund 7,455<br />
Redshoe Family Fund 2,286<br />
Geraldine Cecilia Riley Fund 5,647<br />
Ross Sheppard Alumni Basketball Award Fund 4,029<br />
Gwen & Gordon Rowswell Fund 5,206<br />
Shelemey Client Memorial Trust Fund 7,637<br />
A Family That Cares –<br />
John & Avery Stobbe Family Fund 8,331<br />
Emmy Stuebing Family & Friends Fund 3,884<br />
Teen Time of <strong>Edmonton</strong> Fund 5,516<br />
Tiger Family Fund 8,151<br />
United Way of the Alberta Capital Region<br />
Endowment Fund 5,658<br />
Walterdale Players’ Endowment Fund 430<br />
YESS 2 Love Fund 1,026<br />
Yez Family Fund 9,139<br />
Princess Taz Zowtuk Family Fund 421<br />
TOTAL: EMERGING FUNDS $ 250,871<br />
opEratinG EnDoWmEnt FunDs<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong>’s goal is to maximize the amounts available to support<br />
charities. The <strong>Foundation</strong> takes a prudent approach to the cost of operations and sincerely<br />
appreciates the assistance of donors who contribute directly to the operating costs of <strong>Edmonton</strong><br />
<strong>Community</strong> <strong>Foundation</strong> or to the Operating Endowment Fund.<br />
Year End Balance<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
Operating Endowment Fund 2,648<br />
John & Barbara Poole Family 2,176,927<br />
Year End Balance<br />
Jack Watson Family Fund 9,579<br />
TOTAL: OPERATING ENDOWMENT FUNDS $ 2,189,154<br />
TOTAL DISBURSEMENTS IN <strong>2009</strong>: $ 69,588<br />
20 Years of Giving 39
aDministErED FunDs<br />
Administered funds are held for other charities as a community service. These funds are not endowed<br />
with the <strong>Foundation</strong>. No new Administered Funds have been accepted since January 1, 2005.<br />
Year End Balance<br />
AGSEB Fund 27,394<br />
Alberta Aviation Museum Endowment Fund 155,175<br />
Battle River <strong>Community</strong> <strong>Foundation</strong> Fund 5,028,599<br />
Boys’ & Girls’ Clubs of Alberta Fund 11,931<br />
Brail Tone Music Society of Canada Fund 11,143<br />
Canadian Mental Health Association<br />
Alberta East Central Fund 56,599<br />
CFRN TV Good Neighbour Fund Society Fund 437,056<br />
Cosmopolitan Music Society Administered Fund 42,986<br />
Drayton Valley <strong>Community</strong> <strong>Foundation</strong> Fund 464,589<br />
<strong>Edmonton</strong> Art Gallery Building Fund 21,050<br />
<strong>Edmonton</strong> Concert Hall <strong>Foundation</strong><br />
Endowment Fund 4,809,278<br />
<strong>Edmonton</strong> Jewish <strong>Community</strong><br />
Charitable <strong>Foundation</strong> Fund 548,652<br />
<strong>Edmonton</strong> Regional Science Fair<br />
Endowment Fund 9,528<br />
<strong>Edmonton</strong> Rotary Club <strong>Foundation</strong> Fund 720,424<br />
<strong>Edmonton</strong>’s Food Bank Fund 671,644<br />
EICHS Projects Built After 1995<br />
Replacement Reserve Fund 355,761<br />
Environmental Law Centre (Alberta) Society Fund 130,267<br />
General Hospital (Grey Nuns) <strong>Foundation</strong> Fund 54,316<br />
Heritage Agricultural Society Endowment Fund 64,257<br />
Year End Balance<br />
Imrie Fund for <strong>Community</strong> Mental Health 212,812<br />
Inner City Youth Housing Project Fund 46,709<br />
Jewish Family Services Fund 69,874<br />
Lion’s Eye Bank (Alberta) Society<br />
Vern Millard Memorial Endowment Fund 62,362<br />
Mayerthorpe Area <strong>Community</strong> <strong>Foundation</strong> Fund 128,007<br />
Norwood <strong>Community</strong> Service Centre<br />
Endowment Fund 14,650<br />
Our House Addiction Recovery Fund 158,862<br />
Shragge (Jewish Family Services) Fund 15,719<br />
Sigma Alpha Mu (Jewish Family Services) Fund 15,107<br />
Sisters of Our Lady of the Cross<br />
Endowment Educational Assistance Fund 119,070<br />
Sport Central Association Fund 106,631<br />
St. Albert <strong>Community</strong> <strong>Foundation</strong><br />
Administered Fund 17,270<br />
St. Paul’s <strong>Foundation</strong> (<strong>Edmonton</strong>) Fund 1,852,431<br />
Strathcona Shelter Society - A Safe Place Fund 8,982<br />
Telephone Historical Centre Endowment Fund 31,574<br />
Tevie Miller Heritage School Society Fund 95,351<br />
Vega Scholarship Fund<br />
(for the <strong>Edmonton</strong> Space and Science Centre) 76,397<br />
Writers Guild of Alberta Fund 10,084<br />
TOTAL: ADMINISTERED FUNDS $ 17,087,047<br />
Heritage Festival Fund 424,506<br />
TOTAL DISBURSEMENTS AND TRANSFERS IN <strong>2009</strong>: $ 2,072,525<br />
40<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Financial Highlights<br />
Year ended December 31, <strong>2009</strong><br />
• Total value of funds amounted to $254.8<br />
million (2008: $220.5 million)<br />
• $18.4 million received in contributions<br />
(2008: $24.6 million)<br />
• 43 new funds created (2008: 52)<br />
• Total disbursements for charitable causes<br />
were $10.5 million (2008: $10.2 million)<br />
• Return on investment of 14.75% net of<br />
average custodian and investment counsel<br />
fees (2008: -14.70%)<br />
• <strong>Annual</strong>ised return of 7.96% since 1989 (gross<br />
of fees)<br />
• Net administration costs were 0.67% of the<br />
average market value of all funds, excluding<br />
custodian and investment counsel fees<br />
(2008: 0.60%)<br />
45% Donor Advised<br />
Funds<br />
21% Designated Funds<br />
12% <strong>Community</strong> Funds<br />
7% Administered<br />
Funds<br />
6% Scholarship,<br />
Bursary and<br />
Award Funds<br />
5% Field of Interest<br />
Funds<br />
1% Restricted Fund<br />
1% Combined<br />
Purpose Funds<br />
1% Operating<br />
Endowment Funds<br />
1% Social Enterprise<br />
Funds<br />
32% Arts, culture<br />
& heritage<br />
23% Social &<br />
community<br />
services<br />
20% Education<br />
& learning<br />
10% Health & wellness<br />
6% Scholarships<br />
& awards<br />
6% Environment,<br />
recreation & leisure<br />
3% Other<br />
67% Salaries and<br />
contract services<br />
14% General<br />
administration<br />
10% Communications<br />
& donor services<br />
4% Professional fees<br />
3% Program &<br />
community<br />
support<br />
2% Occupancy<br />
FUNDS<br />
The total value of the funds was<br />
$254.8 million.<br />
(thousands of dollars)<br />
Donor Advised Funds 1 $ 115,308<br />
Designated Funds 2 53,097<br />
<strong>Community</strong> Funds 3 29,833<br />
Administered Funds 17,087<br />
Scholarship, Bursary<br />
and Award Funds 15,323<br />
Field of Interest Funds 13,702<br />
Restricted Fund 3,077<br />
Combined Purpose Funds 3,045<br />
Operating Endowment Funds 2,189<br />
Social Enterprise Funds 2,180<br />
$ 254,841<br />
DiSbURSemeNtS FoR<br />
ChaRitable PURPoSeS<br />
Disbursements for charitable purposes<br />
were $10.5 million (including $2,073,000<br />
from funds administered for other<br />
charities) .<br />
(thousands of dollars)<br />
Arts, culture & heritage $ 3,321<br />
Social & community services 2,362<br />
Education & learning 2,134<br />
Health & wellness 1,060<br />
Environment, recreation & leisure 676<br />
Scholarships & awards 600<br />
Other 310<br />
$ 10,463<br />
aDmiNiStRatioN<br />
Net adminstration costs were kept to<br />
0.67% of the average market value of<br />
all funds.<br />
(thousands of dollars)<br />
Salaries & contract services $ 1,339<br />
General administration 277<br />
Communications & donor services 203<br />
Professional fees 92<br />
Program & community support 53<br />
Occupancy 45<br />
2,009<br />
Contributions & recoveries (435)<br />
$ 1,574<br />
1<br />
Includes Emerging and Flowthrough Funds<br />
2<br />
Includes designated Scholarship, Bursary and Award,<br />
Our Children’s Millennium and <strong>Edmonton</strong> & Area Land Trust Funds<br />
3<br />
Includes Memorial (discretionary) and Winspear Funds<br />
20 Years of Giving 41
FinanCiaL rEport<br />
Donors trust <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
to make effective decisions to best meet the<br />
needs of the community, now and forever.<br />
GOVERNANCE<br />
A 12-member volunteer board represents<br />
the community’s interests, sets direction and<br />
standards and monitors all facets of our<br />
operations.<br />
Created through an Act of the Legislature of<br />
Alberta, <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
became active in 1989. A Committee of<br />
Nominators, whose responsibility it is to<br />
appoint members to the Board, is created<br />
through appointment by the mayor of<br />
<strong>Edmonton</strong>, the president of the Chamber of<br />
Commerce, the president of the <strong>Edmonton</strong> and<br />
District Labour Council, the senior Justice of<br />
the Court of Queen’s Bench of Alberta resident<br />
in <strong>Edmonton</strong>, the University of Alberta the<br />
United Way of the Alberta Capital Region and<br />
the <strong>Edmonton</strong> Bar Association. The Board then<br />
elects a chair and deputy chair and appoints<br />
a secretary.<br />
Additional community volunteers serve on<br />
a number of committees chaired by a Board<br />
member. The committees offer counsel to staff<br />
and provide recommendations to the Board to<br />
help meet its overall responsibilities.<br />
The Chief Executive Officer, hired by and<br />
reporting to the Board, hires and manages all<br />
staff and ensures that everyone works together<br />
within the strategic direction set by the Board.<br />
INVESTmENT PRACTICE<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> investment<br />
and disbursement practices reflect the<br />
long-term time horizon that is the nature of<br />
permanent endowments. We are committed to<br />
providing maximum benefits to our community,<br />
now and forever.<br />
An Investment Committee with senior level<br />
investment management experience reviews<br />
performance using a benchmark performance<br />
measurement system. The Board reviews<br />
investment performance and the target<br />
portfolio mix regularly. Investments are<br />
professionally managed, earning an annualized<br />
rate of return on pooled investment of 14.75% in<br />
<strong>2009</strong> (net of average fees) and 7.96% since 1989<br />
(gross of fees).<br />
dISbuRSEmENT GuIdElINES<br />
By following a disciplined disbursement policy<br />
and in accordance with Canada Revenue<br />
Agency guidelines, funds keep pace with<br />
inflation and can accommodate periodic<br />
weak investment performance. Over time,<br />
our community receives more support than<br />
if any higher percentage of fund value were<br />
disbursed.<br />
AdmINISTRATIVE COSTS ANd CuSTOdIAN<br />
ANd INVESTmENT COuNSEl FEES<br />
Net administration costs and custodian<br />
and investment counsel fees are kept to<br />
approximately 1% of the average market<br />
value of all funds.<br />
Net earnings in excess of disbursements,<br />
administrative costs and custodian and<br />
investment counsel fees are reinvested so the<br />
<strong>Foundation</strong>’s endowment funds and grants<br />
continue to grow year after year.<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> does not<br />
undertake fundraising events or campaigns<br />
for which it pays fundraising fees, costs or<br />
expenses, although there may be occasional<br />
events organized by volunteer third parties.<br />
Consolidated investment Portfolio<br />
(December 31, <strong>2009</strong>)<br />
27% Fixed Income<br />
24% Canadian Equities<br />
18% International Equities<br />
17% U.S. Equities<br />
6% Cash, Cash Equivalents<br />
and Money Market Funds<br />
5% Real Estate<br />
2% Infrastructure<br />
1% Mortgage Funds<br />
42<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
auDitors’ rEport<br />
To the directors of the <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong><br />
The accompanying summarized consolidated statement of financial position and the summarized<br />
consolidated statement of changes in fund balances are derived from the complete consolidated<br />
financial statements of <strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> as at December 31, <strong>2009</strong>, and for<br />
the year then ended, on which we expressed an opinion without reservation in our report dated<br />
March 19, 2010. The fair summarization of the complete financial statements is the responsibility<br />
of management. Our responsibility, in accordance with the applicable Assurance Guideline of<br />
the Canadian Institute of Chartered Accountants, is to report on the summarized consolidated<br />
financial statements.<br />
In our opinion, the accompanying financial statements fairly summarize, in all material respects,<br />
the related complete financial statements in accordance with the criteria described in the<br />
Guideline referred to above.<br />
These summarized consolidated financial statements do not contain all the disclosures required<br />
by Canadian generally accepted accounting principles. Readers are cautioned that these<br />
statements may not be appropriate for their purposes. For more information on the entity’s<br />
financial position, results of operations and cash flows, reference should be made to the related<br />
complete financial statements.<br />
Signed by<br />
Deloitte & Touche LLP<br />
Chartered Accountants<br />
May 17, 2010<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> is committed to full accountability and transparency in all we do.<br />
Our full audited financial statements are available on our website at www.ecfoundation.org<br />
or to receive copies by mail please call (780) 426-0015.<br />
20 Years of Giving 43
summarizED ConsoLiDatED statEmEnt<br />
oF FinanCiaL position<br />
December 31, <strong>2009</strong><br />
(thousands of dollars)<br />
<strong>2009</strong> 2008<br />
ASSETS<br />
CURRENT<br />
Cash and cash equivalents $ 2,921 $ 2,642<br />
Trust assets – investments 560 –<br />
Trust assets – 766<br />
Current portion of loans receivable 305 305<br />
Amounts receivable 1,478 1,072<br />
5,264 4,785<br />
LOANS RECEIVABLE – 305<br />
INVESTMENTS 250,850 217,373<br />
CAPITAL ASSETS 138 155<br />
$ 256,252 $ 222,618<br />
LIABILITIES<br />
CURRENT<br />
Accounts payable and accrued liabilities $ 339 $ 267<br />
Distributions payable 70 624<br />
Trust liabilities – investments 560 –<br />
Trust liabilities – 766<br />
Funds administered for others 17,087 16,216<br />
Deferred contributions 83 300<br />
Deferred contributions – province operating 74 61<br />
Deferred contributions – province path to loan grants 80 100<br />
Deferred contributions – safety council 75 –<br />
Deferred contributions – social impact 130 –<br />
FUND BALANCES<br />
18,498 18,334<br />
Endowment funds 226,144 194,451<br />
Non–endowment funds 8,533 6,581<br />
Restricted fund 3,077 3,252<br />
237,754 204,284<br />
$ 256,252 $ 222,618<br />
Approved by the board:<br />
Karen Platten, Director<br />
Ove Minsos, Director<br />
44<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
summarizED ConsoLiDatED statEmEnt oF<br />
CHanGEs in FunD BaLanCEs<br />
Year ended December 31, <strong>2009</strong><br />
(thousands of dollars)<br />
Endowment<br />
Funds<br />
Nonendowment<br />
Funds<br />
<strong>2009</strong> 2008<br />
Restricted<br />
Fund<br />
Total<br />
Endowment<br />
Funds<br />
Nonendowment<br />
Funds<br />
Restricted<br />
Fund<br />
Contributions $ 12,879 $ 4,059 $ – $ 16,938 $ 19,824 $ 3,566 $ – $ 23,390<br />
Investment income<br />
(loss) 27,431 785 (175) 28,041 (41,878) (941) 2,075 (40,744)<br />
Expenditures - net (2,674) (79) – (2,753) (2,634) (61) – (2,695)<br />
Distributions approved (5,943) (2,813) – (8,756) (7,416) (2,568) – (9,984)<br />
Transfers from (to):<br />
Endowment funds – – – – – 15 – 15<br />
Non-endowment funds – – – – (15) – – (15)<br />
Administered funds – – – – 3 487 – 490<br />
INCREASE (DECREASE)<br />
DURING THE YEAR 31,693 1,952 (175) 33,470 (32,116) 498 2,075 (29,543)<br />
BALANCE<br />
BEGINNING OF YEAR 194,451 6,581 3,252 204,284 226,567 6,083 1,177 233,827<br />
BALANCE<br />
END OF YEAR $ 226,144 $ 8,533 $ 3,077 $ 237,754 $ 194,451 $ 6,581 $ 3,252 $ 204,284<br />
Total<br />
20 Years of Giving 45
others Who make<br />
it all Happen<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> sincerely appreciates the generous support provided<br />
by many people who share their time & talent. Your knowledge and expertise help keep<br />
the <strong>Foundation</strong> connected and relevant.<br />
Greg Bainbridge<br />
Debbie Bryson<br />
Jeff Bryson<br />
Cindy Burgess<br />
Peni Christopher<br />
Bill Dean<br />
Don Dickson<br />
Paul Freeman<br />
Carol Gilfillan<br />
Lynn Groves Hautmann<br />
Tara Hatch<br />
Marilyn Huber<br />
Hussein D. Kanji<br />
Karen Link<br />
Karen Lynch<br />
Wendy Macdonald<br />
Alexandra Munn<br />
Marni Pearce<br />
Virginia Stephen<br />
Njeri Waiyaki<br />
Marilyn Wilson<br />
The following organizations also share their time and expertise to help keep<br />
costs low and service high.<br />
City of <strong>Edmonton</strong> <strong>Community</strong> Services<br />
The Dagny Partnership<br />
Deloitte & Touche LLP<br />
MacPherson Leslie Tyerman LLP<br />
McLennan Ross LLP<br />
Minsos Stewart Masson<br />
Will Power-Wills Week offers free public seminars that encourage people to make or<br />
update their wills. Each year lawyers and steering committee members volunteer their<br />
time to talk about the importance of having an up-to-date will, using the services of<br />
professional advisors and including favourite charities as beneficiaries. These public<br />
service events reached over 1,000 participants in <strong>2009</strong>.<br />
Lynne Butler, Scotia Private Client Group<br />
Shelly Chamaschuk, Reynolds, Mirth, Richards & Farmer LLP<br />
Jean Coutts, Heritage Law Office<br />
Dawn Hawley, Plan 4<br />
Wanda M. Fawcett, Bishop & McKenzie LLP<br />
Lois MacLean, De Villars Jones<br />
Andrew McLaughlin, Turning Point Law<br />
Avideh Musgrave, Richie Mill Law Office<br />
Jennifer Ornstein, Field Law<br />
Crista Osualdini, McLennan Ross LLP<br />
Karen Platten, McLennan Ross LLP<br />
Hilary Tanasichuk Professional Corporation<br />
John B. Williams, Prowse Chowne LLP<br />
46<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
our staff<br />
From top left<br />
Shirley Short, Receptionist<br />
Glenda Wyatt, Project<br />
Assistant<br />
Bob Ward, Executive Director,<br />
Social Enterprise Fund<br />
Scott Graham, Director,<br />
<strong>Community</strong> Grants<br />
Judith Peglau, Program<br />
Administrator, Grants<br />
Kerri De Luca, Donor Services<br />
Assistant<br />
Martin Garber-Conrad, Chief<br />
Executive Officer<br />
Teresa Goldie, Executive<br />
Assistant<br />
Craig Stumpf-Allen, Director,<br />
Special Funds<br />
Carol Watson, Initiatives &<br />
Communications<br />
Mira Seliga, Director, Finance<br />
Ana Robitu,<br />
Operations Accountant<br />
Erich Welz, Special Funds &<br />
Technical Administrator<br />
Anita Bauman, Consolidated<br />
Trust Accountant<br />
Kathy Hawkesworth, Director,<br />
Donor Services<br />
Karen Good, Donor Services<br />
Associate<br />
Liz Lepp, Donor Services<br />
Associate<br />
20 Years of Giving 47
<strong>Foundation</strong> Leaders<br />
board of<br />
Directors<br />
Karen Platten,<br />
Chair<br />
John Holmlund,<br />
Vice-Chair†<br />
Joanne Beaton<br />
Melissa Field†<br />
Neil Gower,<br />
Secretary<br />
Linda Hughes<br />
Zaheer Lakhani<br />
John Mahon†<br />
Ove Minsos<br />
Penny Omell<br />
Larry Pana†<br />
Rod Rode<br />
Garth Warner†<br />
† Missing from<br />
photo.<br />
audit Committee<br />
Ove Minsos, Chair<br />
Diane Davies<br />
Linda Hornung<br />
Ruhil Popatia<br />
Joyce Tustian<br />
Garth Warner<br />
Yusuf Karbani*<br />
Carolyn Graham*<br />
Wayne<br />
Kauffman*<br />
investment<br />
Committee<br />
Penny Omell,<br />
Chair<br />
Joanne Beaton<br />
Bill Grace<br />
Dave Guernsey<br />
John Holmlund<br />
Ross Lizotte<br />
Arthur Madden<br />
Jai Parihar<br />
Harold Roozen<br />
Peter Stephen<br />
Ove Minsos*<br />
* Departing<br />
members in<br />
<strong>2009</strong>.<br />
Penny Omell<br />
Ove Minsos<br />
Linda Hughes<br />
Karen Platten<br />
48<br />
<strong>Edmonton</strong> <strong>Community</strong> <strong>Foundation</strong> • <strong>Annual</strong> <strong>Report</strong> <strong>2009</strong>
Governance<br />
Committee<br />
Larry Pana, Chair<br />
Reg Basken<br />
Committee of<br />
Nominators<br />
Neena Ahluwalia<br />
Joanne Beaton<br />
Ove Minsos<br />
Tom Olenuk<br />
Anne Smith<br />
(We were saddened when Tom Olenuk<br />
passed away suddenly in November <strong>2009</strong>)<br />
Greg Jaycock<br />
George Dawson<br />
Ove Minsos<br />
Rod Rode<br />
Justice Sheila<br />
Greckol<br />
Neil Gower<br />
Rod Rode<br />
Joanne Beaton<br />
Zaheer Lakhani
9910–103 Street NW<br />
<strong>Edmonton</strong> AB T5K 2V7<br />
www.ecfoundation.org<br />
Tel 780.426.0015<br />
Fax 780.425.0121<br />
Email info@ecfoundation.org<br />
Business number<br />
(for charitable purposes)<br />
12243 7072 RR0001<br />
At time of printing<br />
this <strong>Annual</strong> <strong>Report</strong><br />
is sponsored in part by:<br />
Vision Creative Inc.<br />
This annual report was printed<br />
on recycled paper.<br />
Designed by Vision Creative Inc.<br />
www.visioncreativeinc.com