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2010 Annual Report Recognizing Our Donors and Grantees

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The Calgary Foundation Board of Directors 2010–2011 Alison T. Love • Chair ANNUAL Vice President and Corporate Secretary, Enbridge Inc. Director Since 2003 REPORT Gerald M. Deyell, QC • Vice-Chair Retired Partner, 2009–2010 Blake, Cassels & Graydon LLP Director Since 2007 Ali A. Bhojani Investment Banking We honour the legacy of Ted Riback, Director since 2009 Year End Statistics community builder, philanthropist and Ian Bourne a founding member of received in new gifts Chair, Ballard Power Systems $30 million Director Since 2007 The Calgary Foundation. Asset base of $335 million Sunny Delaney-Clark Looking back on the journey of the Community Volunteer Foundation, Ted once said, “The Calgary $29 million granted to Director since 2009 Foundation was the spirit of several people, fantastic citizens who 605 charitable organizations wanted to create a better future for all Calgarians.” W.R. (Bill) Dickson, PhD Community Volunteer It’s amazing to think how one idea, and 20 founding members, 59 new Funds established Director Since 2004 can transform a city. Annual returns ending March Dale Ens The initial Fund of $100,000 has now Principal, 31, 2010 – Primary endowment Blaeberry Estate Planning Inc. grown to an asset base of $335 million. Director Since 2006 portfolio returned 26.6%, Since 1955, we have granted more than benchmark indices 23.4% Beverley Foy, CA $292 million to over 1400 charities. Partner, Collins Barrow Calgary LLP Director Since 2008 Through its evolution, The Calgary Foundation has stayed true to Ten year annualized compound its vision – to build a strong, resilient community in which to live, return – Primary endowment Robert (Bob) Gibson work, play and grow. Managing Director and Partner, portfolio returned 5.3%, Mustang Capital Partners Inc Director Since 2010 With this vision in mind, we continue to build our community benchmark indices 3.5% leadership role. This past year we led feasibility studies for Social Enterprise activity in Calgary, we convened citizens in community Walter Hossli Administration costs of 1.2% Executive Director, Momentum dialogue sessions, and identified our city’s strengths, weaknesses Director Since 2010 and priorities in Calgary’s Vital Signs and Youth Vital Signs Reports. of average asset value Over the years, we succeeded through booms and busts with Ross Kobayashi Community Volunteer tactical investment strategies. In 2010, our primary endowment Director Since 2005 portfolio returned 26.6%. Assets by Funds (millions of dollars) The Calgary Foundation continues to work to meet donors’ needs Field of Interest • $31 Din Ladak CEO, Immigrant Services Calgary by offering reliable service and gift advice, extensive knowledge of Community • $26 Director Since 2003 the nonprofit community and opportunities to get involved. Managed • $11 Donor Advised Flow Through st • $16 Ken Little As we move well into the 21 century, we • $155 Partner, Carscallen Leitch LLP have simplified the act of giving through Director Since 2008 Designated DonorCentral, an online program allowing • $96 Ross B. McNichol, CA Partner, Fund holders to view their Fund balance DNTW Chartered Accountants, LLP Director Since 2002 and make grant recommendations. Board Chair 2006-2008 Grants Lastly, the Foundation bids farewell to Board Chair Don Cormack, Donald Thurston (millions of dollars) President, Selkirk Portfolio who contributed his skills for the past nine years. Don will Human Services • $3 Management Inc. continue his involvement by serving on the Audit and Governance Health & Director Since 2004 Wellness • $7 Committees. We welcome new Board Members Robert Gibson Specified Gifts • $6 and Walter Hossli. Faith & Anne S. Tingle Religion • $1 Community Volunteer Director Since 2003 To all Friends of the Foundation, Environment & Arts & Heritage Animal Welfare • $4 • $2 we thank you and are truly Community Education & Development • $2 Amal Umar inspired by your commitment Lifelong Learning • $4 Community Volunteer to community. Director Since 2002 Alison T. Love Eva Friesen Chair, Board of Directors President & CEO the Calgary Foundation THE CALGARY FOUNDATION VOLUNTEERS & STAFF VOLUNTEERS CORE COMMITTEES CHAIRS OF THE BOARD AUDIT GOVERNANCE INVESTMENT Dr. J.W. Grant MacEwan 1955 – 1963 Ian Bourne Donald G. Cormack Ali Bhojani Howard P. Miller 1963 – 1965 Donald G. Cormack Gerry Deyell, CHAIR Ian Bourne, CHAIR George Lancaster 1965 – 1970 Bev Foy, CHAIR Dale Ens Bev Foy M. Ted Riback 1970 – 1973 Gregory Lohnes Ken Little Bob Gibson Ron H. Jenkins 1973 – 1975 Ross McNichol Michael Maher Sandra Macenko Merkley Duncan A. Sim 1975 – 1976 Ruth Spetz Ross McNichol John McCormick Holland Cameron 1976 – 1978 Scott Timson Anne Tingle Wes Peters Dr. Harry Cohen, CM 1978 – 1979 W. Rees Taprell 1979 – 1982 DONOR RELATIONS AND GRANTS ADVISORY Fred L. Fenwick 1982 – 1986 PROFESSIONAL ADVISORS Trish Bond Ross F. Phillips, FCA 1986 – 1991 Jasbinder Butalia Sunny Delaney-Clark John C. Armstrong, QC 1991 – 1994 Dale Ens, CHAIR W.R. (Bill) Dickson, CHAIR Ann McCaig, CM 1994 – 1997 Pierre Fournier Sherry Ferronato J. Bruce Dunlop, FCA 1997 – 2000 Cheryl Gottselig Hamish Kerfoot Ross Kobayashi Murray Laverty Ralph Strother, MD 2000 – 2002 Ken Little Chima Nkemdirim Roy D. Boettger, QC 2002 – 2004 Carl Scholz Betty Schultz Dean Prodan 2004 – 2006 Mike Skrypnek Don Thurston Ross B. McNichol, CA 2006 – 2008 Don Smith Amal Umar Donald G. Cormack, CA 2008 – 2010 Alison Love 2010 – GRANT ADVISORY COMMITTEES HONORARY LIFE DIRECTORS ARTS & HERITAGE DARYL K. SEAMAN HEALTH & WELLNESS Suzanne Boss CANADIAN HOCKEY FUND Azim Aminzadah Edward M. Bredin, QC Alan Castle Cassie Campbell Justin Brown V.L. (Doug) Hawkes W.R. (Bill) Dickson W.R. (Bill) Dickson W.R. (Bill) Dickson Ross F. Phillips, FCA Chris Downie Bill Hay Jean Dreger Hayden E. Smith, CLU Juliette John Donald Seaman Sarah Empey Amanda Koyama Don Smith Ryan Franke Donna Livingstone Don Thurston, CHAIR Chris Hsiung LEGISLATED COMMITTEE OF NOMINATORS Hieu Van Ngo Anne Lockwood Mayor, City of Calgary, Chair EDUCATION & Chima Nkemdirim, CHAIR Shane Smith LIFELONG LEARNING Associate Chief Justice, Court of Queen’s Bench (Calgary) Jennifer Victor Amal Umar, CHAIR Chancellor, University of Calgary Allan Baker Chairman, Calgary Chamber of Commerce Cathy Cochrane CAMPUS CALGARY/ NEIGHBOUR GRANTS Senior Bencher, Law Society of Alberta (Calgary District) Cheryl Cohen OPEN MINDS Kevin Boyer W.R. (Bill) Dickson Brian Briggs W.R. (Bill) Dickson Ross Kobayashi W.R. (Bill) Dickson Jeff Loomis Murray Laverty, CHAIR STAFF Susan Lerner Bev Renaud Patti Pon David B. Mitchell, CHAIR Don Thurston, CHAIR Céline Baril, Office Administration Assistant Jessica Schneider Marlene Mulligan DeeAnne Vonde Julie Black, Citizen Engagement Associate Anila Umar Trish Savill Thao Vu Darlene Chrapko, Student Awards & Agency Funds Officer Anne Tingle Bob White Maria Dewaele, Executive Associate & Human Resources ORGANIZATION Renée Fan, Accountant CHILDREN, ENVIRONMENT DEVELOPMENT Linda Ford, Events Coordinator YOUTH & FAMILIES Shelley Alexander Gabrielle Arrizza Janice Francey, Communications Specialist Edward Alexander Kitt Chanthaboune W.R. (Bill) Dickson Eva Friesen, President & CEO Bernadette Alexander George Damian Sherry Ferronato, CHAIR Janet Hails, Community Grants Associate Tracy Beairsto Yasmin Dean Stephen Schroeder Sunny Delaney-Clark, CHAIR W.R. (Bill) Dickson Keith Seel Lynn Jobe, Grants Assistant W.R. (Bill) Dickson David Dunlop Ursula Wohlfarth Kerry Longpré, Vice President, Communications Dale Hensley Tian Everest Craig March, Vice President, Finance Kim Kiyawasew Hamish Kerfoot, CHAIR STUDENT AWARDS Janet McClelland, Gifts Processor Din Ladak John Mannix Terry Allen Laurie Murray, Information Officer Jason Sweeney Elizabeth Peters W.R. (Bill) Dickson Laily Pirbhai, Vice President, Donor Engagement Karam-Ali Talakshi Anne Tingle Dean Prodan, Vice President, Investments Note: The Chair of the Board and CEO are ex officio members of all committees. Marie Stevens, Donor Grants Associate Dan Thorburn, Vice President, Grants & Community Initiatives OFFICE VOLUNTEERS Dong Ye, Gifts & Donor Relations Assistant Shirley Hesje, Catherine Kobayashi 2 THECALGARYFOUNDATION.ORG 2009–2010 ANNUAL REPORT RECOGNIZING OUR DONORS AND GRANTEES The Calgary Foundation manages over 1000 Funds at The Calgary Foundation are The Calgary Foundation believes in the Funds to realize the vision and commitment established in a broad range of categories: expertise and creativity of the organizations of donors to all sectors of our community. Donor Advised, Donor Designated, Flow we support. These partnerships build a strong Through, Community, Field of Interest, and sustainable charitable sector that serves Managed, Student Awards, Charitable to support the Calgary and area community. Organization and Memorial Funds. NEW FUNDS COMMUNITY FUND 2009-10 The Calgary Foundation’s Community Fund harnesses the generosity of a broad range of donors Air Force Museum Society of Alberta Fund to collectively support the emerging needs and innovations of the community. Toben Anderson Memorial Flow Through Fund By dedicating their funds to the Community Fund, donors support the Community Grants Program Aquarius Fund and its rigorous volunteer-led review process. Aufricht Family Flow Through Fund Avenue Fund Marguerite Patricia P. Bannister Scholarship Fund Cameron Bestwick Memorial Fund NAMED FUNDS IN THE COMMUNITY FUND Marilyn & Mark Brown Family Fund Alberta Petroleum Trust Fund Lloyd Harris Memorial Fund Virginia Middelberg Fund Calgary Allied Arts Foundation
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