Community Foundation of Ottawa 2005 Annual Report
We are philanthropy Ottawa’s centre for community philanthropy
Created by and for the people of Ottawa, the Community Foundation of Ottawa is a public, non-profit organization that has been serving the community since 1987. Our role is to connect people who care with causes that matter, enabling generous citizens to enhance the quality of life for all in our community. As a respected community convenor, we provide local leadership by bringing people together from all sectors to identify and address issues in our community in a proactive manner.
The Community Foundation of Ottawa manages a large variety of funds on behalf of an ever-growing number of donors.
Community Funds constitute the core of the Community Memorial Funds can be established through the Foundation’s ability to strengthen our community by meeting Community Foundation in order to create a lasting tribute emerging opportunities and addressing issues of importance to a special member of the community or loved one. as they change over time. Organizational Endowments can be established by Field of Interest Funds allow donors to direct grants to a organizations with registered charitable status in order to particular area of interest, such as social services, the arts benefit from the Community Foundation’s professional or the environment. investment management and expertise.
Donor Advised Funds allow donors to advise the Community Flow-Through Funds allow donors to give advice on Foundation each year as to which charitable organizations disbursements to charitable organizations or causes within are to receive grants from their funds, and in what amounts. a given year.
Designated Funds allow donors to choose specific charitable organizations that will be perpetual beneficiaries of the annual income generated by their gifts. www.cfo-fco.ca Educational Award Funds are used to provide educational Contents awards, scholarships and bursaries to help students pursue 2 Message from the Chair and President academic goals. 4 Community Stories 18 Funds and Planned Gifts 25 Grants and Disbursements 29 Applying for a Grant 33 Committees Community Foundation of Ottawa 36 2005 Board of Governors 75 Albert Street, Suite 301, Ottawa, ON K1P 5E7 37 Our Operations Tel: (613) 236-1616, Fax: (613) 236-1621, [email protected] 38 Financial Statements We are philanthropy.
We all make up this community of giving. Whether you’re a charity, a donor, a grant recipient or concerned citizen, philanthropy touches us all. It’s our job – and great privilege – to act as a link in this chain of giving. It’s your devotion to our community that makes it such a rewarding mission.
Funds Grants
Thanks to the generosity of all of our donors, along with The Community Foundation distributed a total of sound financial management, the total value of the 520 $3.1 million in grants and disbursements to charitable funds held at the Community Foundation of Ottawa organizations in 2005. reached $87 million in 2005.
Asset size by fund type (% of total) Grant by fund type (% of total)
58.7 Donor Advised 58.3 Donor Advis ed 20.7 Designated 12.1 Flow-Through 10.9 Field of Interest 1 1.9 Designated 5.5 Community 8.5 Field of Interest 3.7 Educational Award 6.2 Community 0.5 Other 2.9 Educational Award
1 Message from the Chair and CEO
You inspire us. Whether you’re reading this as one of our donors or grant recipients, or as a member of a charitable organization or the community at large, you are the reason for what we do. You are the foundation on which the Community Foundation was built. It’s your vision of what this community is and can be that we strive to make reality. It is your voice we attempt to express through our work.
As you’ll see from the accompanying financial highlights, 2005 was another outstanding year for the Community Foundation in both asset growth and grantmaking. We are proud and honoured to be entrusted with over 520 funds that support so many worthwhile projects and charitable organizations in our city and beyond. In 2005, the Foundation distributed over 3 million dollars in grants from an endowment fund now worth over 87 million dollars. G In 2005, we feel we also made great strides towards further fulfilling our leadership role in the community. New programs were launched and nurtured to fruition, including our innovative ENGAGE! and Youth in Philanthropy initiatives. Engaging entrepreneurs and the youth community in the world of philanthropy brings us to a new level in community convening, donor engagement and inspired grantmaking. Within two months of its launch, more than 100 local entrepreneurs and investors had joined ENGAGE! and committed to giving back to the community once they’re successful. Our new Youth Advisory Committee
Highlights of 2005
Return on investment: 7.93% Total grants and disbursements: $3$3 million New funds established: 42 Total assets: $87 million
Asset growth: $12 million 8
Asset Growth 1987 – 2005 ($ million) Total Grants 1987 – 2005 ($ million) 100 40 80 30 60 20 40 20 10 0 0 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05
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1 P h o t o : P a t M c G r a t h , O t t a w a C i t i z e n
Left: Maureen A. Molot Chair of the Board of Governors Right: Barbara McInnes President and CEO
was formed simultaneously, boasting 16 members between the ages of 13-21. This diverse group of young people has since gone on to create its first grants program, learning a great deal about the issues, trends and opportunities for Ottawa youth along the way.
We also began the first phase of planning for a brand new, exciting project that will allow us to comprehensively measure and respond to key areas of importance in our community. Ottawa’s Vital Signs® will be an annual report card which will track and grade our quality of life in such sectors as the economy, health, housing, learning and the environment. Taking the pulse of our community in this way will help us all to identify and address issues in our community in an even more well-informed and proactive manner. We look forward to releasing our first Ottawa’s Vital Signs® report to the public in October 2006.
2005 was a banner year for the Community Foundation, and 2006 promises to bring even more exciting advancements in our local philanthropic initiatives. Credit for these successes belongs to all of you who make up our community of giving and, of course, to our dedicated volunteers, Board of Governors, committee members, board alumni and staff, who breathe life into the Foundation’s work each day. We also wish to take this opportunity to congratulate our 2005 Investing in People Award recipient, Adrienne Coddett, who is being recognized for her vital and innovative work with Ottawa’s youth community. Finally, we wish to pay tribute to all of the Foundation’s grantee organizations whose passion, energy and vision make it all worthwhile. Without the work and dedication of Ottawa’s community groups, our efforts would be meaningless. Your commitment to bringing out the best in our city is the greatest reward.
Maureen A. Molot Barbara McInnes Chair of the Board of Governors President and CEO 3 I’m learning to read My name is Amanda.
I go to Centennial Public School. I’m in grade two. I love reading, but my parents don’t know all the English words yet. So, every week my friend Alex comes to school to read with me.
I love the big books about bugs and animals. And I like having special time to learn new words with Alex. The better I get at reading, the more I can show my parents when I get home. They’re very proud of me.
Ottawa-Carleton Learning Foundation A Community Foundation grant supported the OttawaReads program, a unique school/business partnership which brings corporate sector volunteers into Ottawa schools to read to children in early literacy programs. The program was also supported in its purchase of first-language books for students in Ottawa beacon schools. 5 We’re tracing footsteps My name is Lynn. This is my husband, John.
My father’s footprints are deeply embedded in my home- town. It seems like he’s everybody’s hero, everywhere he’s been. But no one looks up to him as much as I do.
It makes me very proud to think of my dad starting up the London Community Foundation. I was only ten at the time, but it’s been extraordinary to witness all the fruits of his labour over the years.
So, now it’s our turn. John’s and mine. With our family fund at the Community Foundation of Ottawa, we have the chance to leave our family’s footprints on this community. Ones I hope our kids will look to as they go off to make their own mark on the world.
The Lynn and John Graham Family Fund A Donor Advised Fund established with the Community Foundation of Ottawa in 2005. 7 I can fly My name is Benjamin.
I am a dancer. When the music begins, I feel like I’m entering a whole new world. One with no restrictions whatsoever. It’s a world where I can express my own strengths and ability to make choices. It’s total freedom.
When I’m in a show, I love to see the looks on people’s faces. It’s like they’re seeing me for the first time. And I see them recognize the dedication it takes to be a dancer of any kind.
I’ve learned so much from being in this program over the last four years – and I’m only fourteen. This is just the beginning of my dance career.
From here … the sky’s the limit.
The School of Dance The Community Foundation has funded a series of innovative DanceAbility creative dance programs for adults and children with mixed abilities, as well as a new performance series for class participants. 9 I’ll change the world My name is Aquilas.
I was ten years old when we left the Republic of Congo for Canada. My home. For ten years I’d watched my father fight for equal rights against indifference. Social justice for our people.
Now it’s my turn. And I’ve already had to face down complacency. I had to prove every person wrong who told me I’d never make it into law school. This year, I’ll have earned my degree in Criminology and Social Intervention.
Next stop: law school. Life’s ambition: justice for all.
The Black Canadian Scholarship Fund The Black Canadian Scholarship Fund was established in 1996 to encourage academic excellence and promote community leadership by providing annual scholarships to outstanding, young black students in Ottawa. The Fund is celebrating its 10th anniversary in 2006. 11 I’m part of the big picture My name is Doug.
My work with CIDA takes me all over North Africa, the Middle East and various other regions. Travelling has really given me a unique perspective on the world, and on the role of community in the lives of individuals. It’s also made me value my own community more than ever.
I’ve always tried to do my part to contribute to society, whether it was through local volunteer work or helping agencies like Canadian Crossroads International and CUSO. With my current job and family commitments, giving back has become easier through charitable donations.
My new fund at the Community Foundation will allow me to really be involved in funding projects in areas that interest me, like international development and the arts. But I’m not interested in monument building. I don’t want my interests to be wedded to the fund beyond my lifetime. After I’m gone, I have every confidence that the Community Foundation will use it to support the most pressing needs in my community’s future.
The Doug Williams Fund A Donor Advised Fund established with the Community Foundation of Ottawa in 2005. This Fund will become an unrestricted Community Fund after Doug’s lifetime. 13 See through my eyes My name is Lawrence.
I’ve always seen the spirits that dwell among us. Now I have a chance to share these visions with everyone. Most people just don’t know where to look. So I use my art to create something tangible for you to see and hold in your hands. Then it’s something you can’t ignore.
Have you ever sat outside at night and just watched the shadows of the trees playing on a fence? I once noticed a single blade of grass in a field of millions, dancing to a silent song. I was happy to give it an audience.
That’s what I can share with people through my art – the eyes to see.
Ottawa Innercity Ministries A Community Foundation grant supported the development of the Art Collective for Street Artists, which provides a venue for local street artists to develop and sell their work to the greater Ottawa community at fair market value. 15 Investing in People Award Adrienne Coddett
A high-school law and history teacher, Adrienne has dedicated her life to helping youth both inside and outside of the classroom.
Creating and organizing an annual black youth conference at Woodroffe High School is just one of her many accomplishments. Adrienne has performed groundbreaking work raising awareness amongst youth of the global impact of HIV/AIDS, and galvanizing Ottawa’s black youth community to be active on a worldwide scale through the International Black Summit. Also a first-class basketball coach, Adrienne has mentored and shaped numerous young men into some of Canada’s best basketball players.
The Community Foundation of Ottawa’s Investing in People Award has been pre- sented each year since 1993 to support those who have shown imagination and leadership in addressing issues and opportunities in our community. Selected by the Foundation’s Board of Governors, recipients are invited to accept a $5000 grant for which they design the purposes. Adrienne will use the grant to more fully establish her own foundation, 3Dreads and a Baldhead, which seeks to provide opportunities for people of black African descent to transform their lives and maximize their physical, mental, spiritual, and economic potential. 17 Funds
As a flexible and secure vehicle for philanthropy, the funds. The following is a list of all the funds currently held Community Foundation of Ottawa is pleased to work with at the Community Foundation of Ottawa. Funds established those who wish to give something of enduring value to the in 2005 are listed in bold. community.All of our funds are pooled into an ever-growing, permanent endowment guaranteeing that a gift to the Number of funds by fund type Community Foundation, no matter the amount or form, is 180 Designated 35% a gift that will continue giving for many years to come – 59 Field of Interest 11% forever, in fact. 52 Community 10% 42 Educational Award 8% 15 Other 3% We wish to thank all of our donors for entrusting the 172 Donor Advised 33% Community Foundation of Ottawa with the care of their 520 Total
Several Anonymous Funds Beth Bertram Fund CF Ned and Hazel Burgess Fund CF Gunther and Inge Abrahamson Fund A Beyrouti Family Foundation A CBC Radio Classical Encounters Fund A Adam and Rachel Fund A Bhargava Family Foundation A P. and M. Cahill Fund D Donald J. and Elfriede L. Adams Fund F Ronald and Deanna Biggs Scholarship Elinore and Vince Calzonetti Fund F Akhil Fund A Fund D Karen and Douglas Cameron Fund D James A. Albery Youth Bursary Fund D Black Canadian Scholarship Funds Canada Trust Fund CF Laura and Harris Arbique Memorial Fund A including EA Canada-U.S. Fulbright Scholarship Fund EA Arbour Youth Environmental Fund A Black Canadian Scholarship Fund Canadian Guide Dogs Arnold Fund D Dr. Lorris Elliot Memorial Fund for the Blind Funds including D Elisabeth Arnold Plant Pool Fund A Charles Frazier Scholarship Fund Canadian Guide Dogs for the Blind Fund Ernest W. Assaly Family Fund A Helen and William Blampied Fund D Patricia R. MacLaren Fund Fund for Athletes with Physical Disabilities D Brian Bockstael Fund CF Canterbury Stars Return Fund D Auerbach Family Fund A Carolyn Bohm Fund F Canyon Foundation A Baldwin Fund F King Boloko Memorial Foundation A Capital Style Magazine Angel Foundation A Herbert and Evelyn Balls Fund D Clive and Charlotte Booth Fund F Carleton University Students’ Charity Ball Fund A Mary and Leslie Barnes Family Fund A Gerald and Ann Bouey Family Fund CF Carlingwood-Frank Ryan Junior Division Jagtar and Manjit Basi Family Fund A Ian and Heather Bourne Family Fund A Scholarship Fund EA Nick Battersby Memorial Fund EA Bradley and Widyaratne Family Fund A Delanor Channer Foundation A Beament Fund CF J. Michael Braid Fund for Cancer A Cistel Foundation A Nancy Bean Memorial Fund A Sybil Anne Brake Fund D Citizen Advocacy Endowment Fund D Beattie Fund F Margaret A. Broad Fund A Barbara Clark Fund A Bell Homestead Trust Fund D Brodhead Fund A Peter and Pat Clark Family Fund CF Benidickson Family Fund CF Jacqueline Brougham Memorial Fund A Ruth M. and G. Vincent Clark Family Fund D Bereaved Families Fund D Edward J. Brower Fund F Kay Clarke Fund A Mary Berthe Fund D Bruce House Endowment Fund including D Neta F. Clarke Fund CF Fonds Berthe – Lilian Fund For Mental Jonathan Derek Welsh Fund Sylvain Cloutier Memorial Fund for Literacy F Health with special interest in Rabbi Reuven Bulka Fund A Andy Cohen Memorial Fund A Obsessive-Compulsive Disorder A John Bull Family Fund A Community Arts Fund F
A: Donor Advised Funds CF: Community Funds D: Designated Funds EA: Educational Awards F: Field of Interest Funds
18 Funds
Community Foundation of Ottawa Funds Barbara and Everett Danby Fund D Bell High School Fund including D Dominic D’Arcy Talent Development Fund A Brookfield High School Trust Fund Herbert Ryan Balls Founder’s Fund E. Ruth Davidson Fund A Bob and Bonnie Dagenais Memorial Fund Community Foundation Fund Betty Davison Fund D Bob Dagenais Glebe Memorial Jim and Jane Hamilton Fund Adelle and Paul Deacon Acacia Fund A Award Fund John L. Kelly Fund Janette Fleming Dean Memorial Fund EA Designated Endowments General Norman Lea Fund Paul Desjardins Memorial Fund A Awards Fund Maureen and Henry Molot Fund Lauren Di Ianni Memorial Earl of March Secondary School Fund Community Fund CF Fund D Education Foundation of Ottawa Fund Joyce Conger Fund for the Arts F Ann Diamond Fund A Elementary School General Awards Fund David Conn Memorial Fund A Peter and Morleen Doherty Fund A Glebe Collegiate Fund Cleo Conway Fund F Marguerite Ruth Dow Memorial Fund D Craig Hadwen Memorial Scholarship Fund George Joseph Cooper Fund EA Dowler/Kellam Fund D Dora Helmkay Award Fund Corel Endowment Fund for the Arts D J. Andrew Doyle Fund For Children With Highland Park Scholarship Fund Paul E. K. and Suzanne Cornforth Fund D Physical Disabilities A Alice Husband Award Fund Coughlin & Associates Ltd. Fund CF Donna and Gary DuBreuil Wildlife Fund D Susan Jane Husband Award Fund Council on Aging Endowment Fund D James Eades Memorial Fund A Emily Keough Award Fund Country ’92 Cares Foundation A Helen and Arnold Earl Fund A Laurentian High School Fund Iris Craig Fund D eatsleepmusic.com Funds A Charlotte Lemieux Memorial Fund Ann F. Crain Fund D Education Foundation of Ottawa Funds Lisgar Collegiate Fund John Crow Fund CF (formerly the Ottawa-Carleton District Marjorie Loughrey Fund CS Co-op Community Fund A School Board Foundation) including D Lyres’ Club Alumni Award Fund Shirley Cummings Fund A A. Y. Jackson Secondary School Fund John McCrae Secondary School Fund Norman Dahl - George Wilkes Fund A Adult High School Fund Michael McGill Award Fund P h o t o :
J G.E. (Ted) Beament: Community Champion o h n E v a n s Ted Beament’s story is one of love and triumph in the face of adversity. A decorated soldier and top Ottawa lawyer, Ted’s final victory came at the age of 95 when he was reunited with his wife of 63 years, Brenda, after a painful five months spent in separate residences for the elderly. His great sense of justice led Ted to fight, not only for their last days together, but for all couples who might face the same kind of intolerable situation. As a professional soldier, engineer and lawyer, Ted tackled each problem from every possible angle – including those he saw within his community. Former Canadian Chancellor of the Order of St. John, and someone who donated to The Mission faithfully since the 1930’s, Ted led a long life of community service that ended with the final, generous gesture of opening the Beament Fund. This $400,000 unrestricted Community Fund will support Ted Beament’s community long into the future. Marjorie Loughrey: Guardian Angel for the Arts
The Marjorie Loughrey Fund honours the work of its namesake through the Artists in the Elementary Schools Award, which allows an artist to spend five days working with students in a high-needs Ottawa school each year. Marjorie passed away in October 2005, leaving a legacy of enhanced support for the arts in Ottawa. Often described as a guardian angel for the arts community, it was Marjorie who spearheaded the creation of the renowned arts program at Canterbury High School in 1983. The Marjorie Loughrey Fund’s first award will support a musical enrichment program at R. Burns Curry Public School with Goyo, a Music Education specialist.
Education Foundation of Ottawa Funds James Robin Findlay Fund A Glebe Centre Funds including D (continued) Fred and Gwen Finlay Fund CF Abbotsford Seniors’ Centre Fund Merivale High School Fund O. J. Firestone Endowment Fund D Glebe Centre Endowment Fund Nepean High School Fund O. J. Firestone Memorial Fund D Sue Leconte Music Therapy Fund Ottawa Technical Learning Centre Fund Hugo and Gretl Keren Fischer McGarry Family Fund PQR Scholarship Fund Foundation Fund F Gowlings Funds including CF Ridgemont High School Fund E. Richard Fisher Fund D David Simmonds Fund Secondary School General Awards Fund Sidney Fisher-David Brault Fund for Fonds de la Famille Grace-Tremblay Sir Guy Carleton Secondary School Fund Animal Welfare A Family Fund A Sir Robert Borden High School Fund Thomas G. Flanagan Award Fund EA Catherine W. Graham Fund CF Sir Wilfrid Laurier Secondary School Fund Forbes Family Memorial Fund D Lynn and John Graham Family Fund A South Carleton High School Fund Foundation for the Homeless F Green Fund F F. G. Ward Award Fund David Benjamin Fox Fund for Aphasia Green-Parizeau Family Fund A West Carleton Secondary School Fund Awareness A Tom Green’s Nuts Cancer Fund F Geoff Wightman Award Fund Frangipani Fund A Irving Greenberg Memorial Camp Fund D John Elliott Memorial Fund A Elizabeth Freeland Compassion Fund A Shirley Greenberg Family Fund A Elmwood School Funds including D Douglas Frosst and Lori Gadzala Fund CF Donald J. Griffin Memorial Fund CF Gisele Campeau Scholarship Fund Fund for a New Generation A Michael Joseph Griffin Foundation A Norma Davies Scholarship Fund Funds for Children F Grossman/Klein Fund CF Paul Deacon Memorial Scholarship Fund Gaia Fund A Grossmann-Hensel Fund A Elmwood School Endowment Fund John Galbraith Fund CF Ken Guarisco Fund D Elmwood School Scholarship Fund Gamble St. Pierre Fund A Joan Gullen Fund A Milena Sigmund Scholarship Fund Gamble Family Funds including CF Peter Gzowski Foundation for Cairine Wilson Memorial Scholarship Fund Alastair Gamble Memorial Fund Literacy Fund D Harry Elton Memorial Fund A Margaret and Alastair Gamble Family Fund Lawrence (Larry) S. Hagen Memorial Fund EA ENGAGE! Fund A Elaine Garfinkel’s Fund for Children F E. Suzanne Halpenny Fund A Mac Ervin Fund D Nancy and Carey Garrett Family Foundation A Wayne and Donna Harper Animal Welfare Esperanza Fund A Franco and Frances Giammaria Family Fund A Family Service Canada Endowment Fund D Foundation A Anthony (Tony) Harrison Memorial Fund A Family Services à la famille Ottawa Fund D Jenny Gilbertson Memorial Fund D Howard A. and Jane B. Hart Fund D Norm Fenn Fund EA Harvey and Louise Glatt Fund A Ellen Elizabeth Heath Fund EA
A: Donor Advised Funds CF: Community Funds D: Designated Funds EA: Educational Awards F: Field of Interest Funds
20 Funds
Devra Hendelman Memorial Fund A Keith Kelly Award for Cultural Leadership D Leanora D. McCarney Fund CF Gordon and Joan Henderson Family Funds William H. and Nora Hickson Kelly Fund A McCay Family Fund CF including William T. Kennedy Fund D J. F. (Jack) McCracken Fund A Gordon and Joan Henderson Family James P. Kenney Fund F Dr. Rebecca McDermot Fund CF Fund – Community Foundation of Kildonan Education Fund EA McFarlane Family Fund for Alzheimer Ottawa D King Foundation A Disease F Gordon F. Henderson Fund for law Kelvin Kirk Legacy Foundation A Peter McGregor Memorial Fund A students who require emergency Kiwanis Club of Ottawa Legacy Fund D McGregor-Sinclair Ecology and Peace financial assistance EA Valerie Knowles Animal Welfare Fund A Fund A Gordon F. Henderson Memorial Krstic Cavanagh Cultural Fund for Youth A Barbara and Glenn McInnes Family Fund CF Fund for unrestricted purposes CF Labarge Family Fund A Alan and Nora McLaurin Fund F Hill Charity Fund A André and Lorraine Lafrance Family Fund D Stephen E. McLoughlin Memorial Margaret E. Hill Fund D Lambda Fund for Excellence EA Foundation A Mary Vincent Hill Memorial Fund A Donald H. Lander Scholarship Fund EA Dr. Marianna McVey Fund for Graduate Edna I. Joynt Hines Memorial Fund A Donald and Dolores Langill Fund F Study and Research EA Diane Holmes Fund A Rose-Marie and Bernard Langill Fund CF Jack Meadows Memorial Fund EA Jacquelin Holzman Fund for Youth A Szent Laszlo Scholarship Fund D Andrea Mein Memorial Fund D HOPE Volleyball Fund EA Laughing Eagle Fund A Joyce Melville Memorial Award EA Hopewell Fund A Francine and Peter Laverdière Fund A Mercy and Healing Fund D Hospice at May Court Funds including D Mary and John Lay Fund CF Michener Awards Foundation Funds Paul Aucoin Memorial Fund Trudi Lecaine Fund D including D Hospice at May Court Fund Philippe and Sarah Lefebvre Family Paul Deacon Memorial Fund Joy and Dick Hudson Fund D Foundation A William MacPherson Memorial Fund Humane Society of Ottawa Fund D Johanne Lepine Foundation A Michener Awards Foundation Wilburt Hunter Memorial Fund A Hildy and Steven Lesh Family Fund A James A. Millar Family Fund CF Hynna Family Fund CF Lewis-Reid Compassion Fund F Alistair and Toni Miller Fund F IABC Ottawa AIPC Fund A Lifetime Networks Ottawa Endowment Dr. Brian Mills Awards Barbara Ingram, Janet W. McCarthy, and Fund D Fund D W. J. P. Robertson Memorial Scholarship EA Lisgar Collegiate Alumni Fund D Minto Foundation Community Fund A Institute of Health Fund A David and Joyce Loeb Fund CF Mervin Mirsky Family Fund A Inuit Art Foundation Endowment Fund D Fran Lowe Memorial Fund A Jean and McKillop Mooney Fund D 80th Anniversary Municipal Chapter of David Luck and Maurice Roy Fund EA Margaret and Cecil Morrison Memorial Ottawa IODE Education Award EA Bryan Lumsden Scholarship Fund EA Fund CF IODE Lord Dundonald Chapter EA Mary Louise Lynch Fund F Alex Munter Charitable Foundation A IODE Lorraine Chapter Fund EA Angie MacDonald and Brettel Dawson Reg and Nancy Naish Fund F IODE Memorial Silver Cross Chapter EA Fund A Nation-Turner Fund F Susan Jermyn Award Fund A David Macdonald Fund A Nelms Family Fund CF Jesus’ Awesome Work Fund A Macdonald Club Fund EA Doris Neville Fund F Erin Johansen Memorial Fund D Mary E. Macdonald Fund CF New Sun Joy Maclaren Fund A Douglas C. Johnston, Elizabeth Donlan Elizabeth MacDougall Fund A John H. Nichol Family Fund EA Family Fund D Fraser MacDougall Journalism Prize Fund EA Michael J. and Heide B. Nichol Family Fund D Lois M. Johnston Fund CF MacKenzie Fund in Support of Christian Eleanor Nickerson Fund CF Norma P. Johnston Fund F Hunger Relief Ministries A Wesley and Mary Nicol Family Fund A Alec and Kathleen Jones Foundation EA Dr. Lorne E. MacLachlan Fund F Nolo Illegitimi Carborundum Fund A Joshua Fund F Myrtle Maloney Fund F North Grenville Community Foundation Emile Jurgens Family Fund A Ella Wallace (Jackson) Manning Fund F Funds including D Erdelyi Karpati Memorial Fund D Ted Marshall Memorial Fund A North Grenville Art Fund Katsura Community Fund A Ian David Martin Memorial Fund F North Grenville Community Foundation Stanislaw Kawczak Family Fund A Roy and Rosemary Matthews Fund D North Grenville Family Focus Fund Kelly Family Foundation A Grace Maynard Fund CF
21 Funds
Bernice Oak Memorial Fund for Music Ottawa Citizen Literacy Foundation A Marjorie A. Purvis Fund D Education A Ottawa Music Club Fund D QUAIL Endowment Fund D Ruth and Harold Oatway Family Fund D Ottawa Public Library Acquisitions in Dalton and Jacquie Quig A.L.S. Danny O’Connell Memorial Fund A Non-Fiction Fund D Memorial Fund D Charles O’Connor Memorial Fund EA Ottawa Public Library Funds including D Kim Rabot Memorial Fund EA Joe O’Donnell Memorial Fund D Vivien Bennet Memorial Fund Radio Amateurs of Canada Foundation A Thomas J. O’Keefe Memorial Fund F Ottawa Public Library Endowment Fund Rainbow Fund A Mary O’Neil Art-That-Works Fund D Ottawa Public Library Fiction Fund Lillian Raport Memorial Fund for the Arts EA Ontario Endowment for Children and Youth Ottawa Women’s Credit Union Fund Ray & Berndtson/Robertson Surrette Fund CF in Recreation Funds including F for Women A G. Edward and Mary-Anne Reed Fund D Gaston Heon Fund Françoise and Charles-Eugène Ouellet Peter and Pat Reid Family Fund A Ontario Endowment for Children and Family Fund D George Rejhon Fund D Youth in Recreation Fund Karen Lisa Oxorn Music Education Fund A Relief of Hunger and Poverty Fund D Nicole Ool Memorial Fund D Ödön and Yvonne Panek Family Fund A Nora Green Rickwood Memorial Life Long Operation Go Home Fund D Jean C. Paradis Family Fund F Learning Fund D Opportunities Fund A Jean-Guy Paré and Nicole Demers Fund D Derek Alan Robinson Fund A Orléans-Cumberland Community David Mackenzie Parry Memorial Fund D Rotary Youth Assistance Fund A Resource Centre Fund D Jo Ann Parton Fund F Roundell Family Fund A Elizabeth Orton and Michael Cox Fund A Payant Family Fund A Mrs. Janet and T. L. Roy Fund A Donald Osmun Fund D Ann Louise Pearson Fund F Ken and Debbie Rubin Public Interest Raymond J. Ostiguy Fund F Svend Pedersen Fund CF Advocacy Fund A Ottawa Art Gallery Funds including D Dr. André Péloquin Memorial Fund A St. Andrew’s Fund A Mayo Graham Art Acquisitions Fund Perley and Rideau Veterans’ Health St. Louis Family Fund F Ottawa Art Gallery Acquisitions Centre Foundation D St. Mary’s Home Endowment Fund D Endowment Fund Diane Perry Scholarship Fund D Jean-Claude and Elsa St. Pierre Fund D Ottawa Art Gallery Operating Fund Phi Kappa Pi Fund A Kris Sarin Scholarship Fund EA Ottawa Association for the Blind Funds Phoenix Fund A Helen Scafe Fund A including F Planned Parenthood Federation of Schizophrenia Foundation including F Irwin Haskett Fund Canada Funds including D John and Jean Doherty Fund Ottawa Association for the Blind Fund Phyllis Harris Scholarship Endowment Monsignor Peter Schonenbach Fund CF Ottawa Children’s Treatment Centre Roberta and Sidney Pollock Fund CF David Mahood Scott Fund D Foundation Endowment Fund D Puran Shanti Education Fund A Duncan Campbell Scott Fund D
The Community Foundation of Ottawa. The client benefits from the grantmaking, administration and donor services provided by community foundations, while BMO continues to manage their investment. Supporting Your Community: Connecting Clients to Charitable Expertise Although other financial institutions are starting to offer clients charitable giving options, no other program connects The Community Foundation of Ottawa is one of 36 community individuals directly to charitable experts in their community. foundations across Canada participating in the Supporting Your Community program. Donations and planned gifts from the Supporting Your Community program reached more than $6-million in The program, created by Canada’s community foundations 2005. For more information visit and Bank of Montreal Financial Group, encourages BMO www.bmoinvesting.com/supportingyourcommunity or clients to establish their own charitable funds through contact the Community Foundation of Ottawa. P h o t o :
M Lifetime Networks Ottawa: i k e
M Relationships = Personal Well-being c M u l l e n Lifetime Networks Ottawa (LNO) doesn’t have a mission statement, it has a dream: that no one be left alone. It’s that simple philosophy that has been driving this organization since its inception in 2000 to create and sustain Personal Support Networks in the lives of persons with disabilities in Ottawa. Creating circles of friends for persons with disabilities also alleviates the worries felt by family members over how their loved ones will get by on their own. With the creation of the LNO Endowment Fund, they can now feel confident that financial contributions to the Fund will be expertly managed through the Community Foundation to ensure a permanent stream of funding to help realize LNO’s dream.
John M. Scott Fund CF Dick Stewart Fund for People A Westeinde Family Fund CF Seaton Fund D Barbara Lesley Sudall Fund F Bruce White and Karen McDonald Fund D Ségard-Hutchison Family Fund for Ina Swedler Fund A George and Delphin White Family Fund CF Animal Welfare F Sally Swenson Fund CF R. B. Whyte Fund A Sephira Fund A Dorothy and Edwin Swimmings Fund D Elizabeth Wiebe Fund F Drew Shouldice Memorial Fund EA C. Clifford Taggart Fund A James Wightman Fund CF Mary Lou Oblender Siemonsen Memorial Taggart Family Fund A Doug Williams Fund A Fund D Marion and Norman Takeuchi Fund F Lloyd and Vivian Willows Fund D Agnes Simpson Founders Fund D Barbara Taylor Fund CF Cairine Wilson Memorial Fund F Sing Canada Fund D Jean Tickner Fund A Ronald and Marlene Wilson Fund D Sirotek Family Fund CF Patricia L. and Douglas Timms Fund D Scott and Mary Ellin Wilson Family Fund A Smiley Face Fund A F. Brian Toller Fund F Sandi Winter Fund F Dave Smith Foundation for Youth A Ross and Hélène Tolmie Family Fund CF Melba Lent Woelflé Journalism Award Fund D Doris M. Smith Fund F Margaret and Kenneth Torrance Women’s Business Network Anne and Raymond Snipper Fund F Family Fund A Scholarship Fund EA Jon D. Snipper Fund D Dennis Tourbin Fund for Emerging Artists A World Exchange Plaza Arts Social Planning Council of Ottawa Fund D Uhthoff Family Fund A Endowment Fund A Magdi G. Soliman Fund A Maximilian Ullyett and Fleurette Ullyett Fund F Youville Centre Funds including D Ruth and Hyman Soloway Fund CF Bhayabhai and Urmila Valia Family Hartin House Sub-Fund for Graduation Somers Family Fund F Charitable Endowment Fund A Youville Centre Endowment Fund SOS-Children’s Villages Canada Funds Van Iterson Family Fund A James Zagon Memorial Scholarship EA including D Lucien and Beatrice Van Walleghem Ruby and Robert Zimmerman Family Fund D SOS-Children’s Villages Canada Scholarship Fund EA Zonta Club of Ottawa Fund D Education Fund Coby Vanzyl Memorial Fund F SOS-Children’s Villages Canada Fonds Marc et Joanne Villemaire A The Community Foundation of Ottawa Operating Endowment Fund Fonds Robert W. Waddell A currently manages funds for the following Ralph and Betty Sparham Fund CF Lloyd Wade Family Fund A organizations: Ann and Peter Speak Fund A Kathryn Wake Fund EA The Brockville Community Foundation Spry Family Foundation A Robert Walsh Fund A Deep River and District Community Jeanne Stark-Slyfield Fund F Douglas and Sheila Waugh Fund A Foundation Stead Family Fund CF Roger Webber-Taylor Fund A Centre Youville Centre Ottawa-Carleton Garry and Gabriele Stearns Family Fund D Agnes Wee Memorial Fund A
A: Donor Advised Funds CF: Community Funds D: Designated Funds EA: Educational Awards F: Field of Interest Funds
23 Planned Gifts
We wish to acknowledge donors who have advised the Community Foundation of Ottawa that they are planning to leave a future gift through their estates. For more information on planned gifts, please visit our website at www.cfo-fco.ca and click on “Become a Donor”. Bequests. Gifts in a Will are the most common way that individuals provide for a future gift to the Community Foundation of Ottawa. The Foundation works with many lawyers and notaries to ensure that the wording used in the Will is appropriate to carry out the donor’s wishes. Insurance. The gift of a life insurance policy can be a convenient way to make a substantial charitable gift for a relatively modest annual cost. Donors can use a paid-up policy they no longer need or purchase a new policy. Donors may assign ownership of the policy to the Community Foundation of Ottawa for tax savings today, or simply change the policy’s beneficiary to defer this benefit to their estate.
Gunther and Inge Abrahamson Fund Shirley Greenberg Family Fund Jean and McKillop Mooney Fund Donald J. and Elfriede L. Adams Fund Ken Guarisco Fund Margaret and Cecil Morrison Memorial Fund Laura and Harris Arbique Memorial Fund Jim and Jane Hamilton Fund Reg and Nancy Naish Fund Arbour Youth Environmental Fund Wayne and Donna Harper Animal Welfare Nation-Turner Fund Baldwin Fund Fund Doris Neville Fund Mary and Leslie Barnes Family Fund Irwin Haskett Fund Michael J. and Heidi B. Nichol Family Fund Jagtar and Manjit Basi Family Fund Gordon and Joan Henderson Family Fund Eleanor Nickerson Fund Helen and William Blampied Fund Jacquelin Holzman Fund for Youth Nicole Ool Memorial Fund Brian Bockstael Fund Hynna Family Fund Opportunities Fund Carolyn Bohm Fund Inuit Art Foundation Endowment Fund Donald Osmun Fund Clive and Charlotte Booth Fund Douglas C. Johnston, Elizabeth Donlan Family Raymond J. Ostiguy Fund Sybil Anne Brake Fund Fund Ottawa Association for the Blind Fund P. and M. Cahill Fund Norma P. Johnston Fund Jean-Guy Paré and Nicole Demers Fund Karen and Douglas Cameron Fund William T. Kennedy Fund Jo Ann Parton Fund Ruth M. and G. Vincent Clark Family Fund Valerie Knowles Animal Welfare Fund Phoenix Fund Cleo Conway Fund Labarge Family Fund Marjorie A. Purvis Fund Paul E. K. and Suzanne Cornforth Fund Laughing Eagle Fund G. Edward and Mary-Anne Reed Fund Iris Craig Fund Francine and Peter Laverdière Fund George Rejhon Fund Norman Dahl - George Wilkes Fund Mary and John Lay Fund Relief of Hunger and Poverty Fund Barbara and Everett Danby Fund Lewis-Reid Compassion Fund St. Louis Family Fund Ann Diamond Fund David Luck and Maurice Roy Fund Jean-Claude and Elsa St. Pierre Fund Peter and Morleen Doherty Fund Angie MacDonald and Brettel Dawson Fund Kris Sarin Scholarship Fund J. Andrew Doyle Fund for Children with Mary E. Macdonald Fund Helen Scafe Fund Physical Disabilities Roy and Rosemary Matthews Fund John M. Scott Fund Donna and Gary DuBreuil Wildlife Fund Grace Maynard Fund Doris M. Smith Fund Hugo and Gretl Keren Fischer Foundation McCay Family Fund Anne and Raymond Snipper Fund Fund Dr. Rebecca McDermot Fund Jon D. Snipper Fund E. Richard Fisher Fund Dr. Marianna McVey Fund for Graduate Study Magdi G. Soliman Fund Sidney Fisher-David Brault Fund for Animal and Research Somers Family Fund Welfare Mercy and Healing Fund Ralph and Betty Sparham Fund Forbes Family Memorial Fund James A. Millar Family Fund Ann and Peter Speak Fund Elaine Garfinkel’s Fund for Children Alistair and Toni Miller Fund Jeanne Stark-Slyfield Fund Catherine W. Graham Fund Maureen and Henry Molot Fund Garry and Gabriele Stearns Family Fund
24 Planned Gifts
Barbara Lesley Sudall Fund Patricia L. and Douglas Timms Fund George and Delphin White Family Fund Sally Swenson Fund F. Brian Toller Fund R. B. Whyte Fund Dorothy and Edwin Swimmings Fund Uhthoff Family Fund Elizabeth Wiebe Fund C. Clifford Taggart Fund Maximilian Ullyett and Fleurette Ullyett Fund James Wightman Fund Marion and Norman Takeuchi Fund Robert Walsh Fund Ronald and Marlene Wilson Fund Barbara Taylor Fund Douglas and Sheila Waugh Fund Sandi Winter Fund Jean Tickner Fund Bruce White and Karen McDonald Fund Melba Lent Woelflé Journalism Award Fund
Grants
Through its grantmaking programs, the Community Grants by sector (% of total) Foundation of Ottawa is committed to seeding, nurturing, 58.7 Donor Advised supporting and strengthening our community. Grants are 34.3 Health made in support of social services, animal welfare, arts and 18.4 Education culture, community economic development, education, 16.6 Social Services 10.4 Children & Youth environment and health, primarily within the Ottawa region. 7.6 Arts & Culture 6.5 Scholarships The following grants resulted from the Community Foundation’s 2.0 Economic Development grant application and review process. Grants in grey type 1.5 Animal Welfare 1.3 Senior Citizens were selected for funding by one or more donors. 1.2 Environment 0.2 Heritage
A Company of Fools Theatre Inc. $2,000 Association du syndrome de Down région Big Brothers Big Sisters Ottawa $10,000 To perform a play for family audiences in de la Capitale nationale $5,000 To provide Littles on the waiting list with Ottawa’s city parks. To support a summer work program for devel- an opportunity to be matched with adult Abbeyfield Houses Society opmentally challenged young francophones. volunteers and to introduce two new of Ottawa $5,508 Association for Cultural and Educational program initiatives. To purchase and install a sump pump in the Development $4,109 Boys and Girls Club of Ottawa $5,000 basement. To support a 3-4 week academic/sports To support an arts program for youths Adventures in Engineering and mentoring program for boys aged 11-13. aged 12-18. Science $5,000 Association pour l’intégration sociale Boys and Girls Club of Ottawa $30,000 To introduce science, engineering and d’Ottawa $10,000 To re-introduce and deliver a successful technology at summer day camps to children To assist with mounting an art exhibit at a local youth development program. aged 8-13. gallery featuring the artwork of francophones Bruce House $5,099 Afghanistan Relief International Aid with developmental disabilities. To provide support to residents in health Network Services $10,000 BARK – Bytown Association for Rescued maintenance and living skills. To support information sessions for youth Kanines $7,500 Caldwell Family Centre Inc. $3,960 on the various meanings of success and for To assist with veterinary bills for rescued dogs. To deliver an ESL class for seniors focusing parents on issues faced by youth. Bayshore Public School $6,039 on day-to-day needs. Andrew Fleck Child Care Services $7,500 To provide vocal music opportunities for Canadian Council of the Blind - Ottawa To transform the child care centre’s barren disadvantaged children. Chapter $1,200 asphalt yard area into a safe and natural Bayshore Public School $100 To cover the cost of busing for 40 individuals playground. To recognize the performance of the choir to participate in social outings. at CFO’s Annual Celebration.
25 Grants
Canadian Diabetes Association $3,900 Circles of Support and Accountability Eastern Ontario Biodiversity To fund the cost of sending three children (COSA-Ottawa) $10,000 Museum $5,000 with Type-1 diabetes to Camp Banting for To support the re-integration program for To hold an environmental summit for 100 two weeks. federal sex offenders. grades 5-8 students and 25 adults from Candlelighters Childhood Cancer Support Citizen Advocacy of Ottawa $2,500 Eastern Ontario. Programs Inc. $6,400 To support a workshop to increase aware- Eastern Ottawa Resource Centre $5,000 To support youths aged 13-19 who are cop- ness of elder abuse. To offer support groups in area elementary ing with cancer. CKCU-FM 93.1 $20,000 schools focusing on topics such as self- Candlelighters Childhood Cancer Support To offer Community Radio Camp sessions esteem, confidence and relationship building. Programs Inc. $4,216 to Ottawa youths aged 9-17. Elizabeth Fry Society of Ottawa $5,000 To give children with cancer the opportunity Coalition of Community Houses $20,000 To provide a peer collective kitchen and to recount their stories of courage. To organize and pay for direct costs for garden project for house residents. Capital City Mission $7,939 a soccer program for 336 children at the EnviroCentre $5,000 To extend the hours of the centre during 14 community houses. To support the Commuter Challenge, a the winter months. Community Foundations of Canada $3,500 program that encourages commuters to Carlington Community and Health To assist with member services and operations. adopt more environmentally-sustainable Services $10,000 Confederation Court Community modes of transportation. To support a homework club for children. House $1,845 Friends of Hospice Ottawa $13,400 Catholic Family Service Ottawa $10,000 To install an intercom system for improved To support alternate therapies and provide To support a community consultation on safety and security. caregiver and bereavement support. the practice of abused women being charged Confederation Court Community Friends of Petrie Island (FOPI) $3,000 for violence. House $3,000 To construct an educational amphibian pond Catholic Immigration Services $5,000 To replenish and upgrade the Community Toy on Petrie Island. 2005 Investing in People Award – Lending Libraries in Confederation Court and Frontier College $10,000 Adrienne Coddett. Banff Avenue Community Houses. To recruit, screen, train and support Causeway Work Centre Inc. $5,000 Council of Heritage Organizations university students to act as literacy tutors To support a holistic program incorporating in Ottawa $5,000 in under-served communities in Ottawa. fitness and nutrition for clients with mental To strengthen the local heritage community Good Day Workshop Programs Inc. $8,190 illnesses. through training and skills workshops and an To replace the carpet in the main furniture Centre for Voluntary Sector Research and event to recognize volunteers. repair workshop for health and safety reasons. Development $10,000 Council on Aging of Ottawa $10,000 Harmony House $10,000 To provide sustaining support to the Ottawa To develop a website dedicated to elder To hire a manager and produce a second Chamber of Voluntary Organizations so they abuse matters, promoting community aware- edition resource booklet that provides legal can better represent the voluntary sector in ness of this hidden crime. information to women who are survivors of Ottawa. Crossroads Children’s Centre $4,950 violence. Centretown Laundry Co-op $20,000 To support a website where children, youth Help the Aged (Canada) $10,000 To support a new service of the Centretown and families can find information about To identify and reach out to isolated seniors. Laundry Co-op. mental health and where to access services Hospice at May Court $5,000 Châpitre francophone d’Ottawa de la in Ottawa. To provide assistance for family members Société de l’autisme $10,000 Cultural Horizons Inc. $1,000 and friends caring for someone diagnosed To offer services to families of autistic children. To create and present an original mixed- with a life-threatening or terminal illness. Châpitre francophone d’Ottawa de la media dance-theatre performance. Immigrant Women Services Ottawa Société de l’autisme $550 Dovercourt Recreation Association $10,000 (IWSO) $10,211 To support a social event for families with To build a new, fully-accessible play To provide concurrent individual and family autistic children. structure at Westboro Kiwanis Park. counseling for abused immigrant children Christie Lake Kids $20,000 Earth Day Canada (1991) Inc. $4,825 and mothers. To help cover costs for a residential To support a household environmental Kanata Music Association $1,500 summer camp for children and youth from program that focuses on energy and To support the 2006 classical concert series. low-income families. resource conservation, waste reduction La Nouvelle Scène $8,500 and alternative transportation options. To support a feasibility study that will look at opening a new department for stage design training.
26 Ottawa Humane Society: YOUCAN DO IT
The Ottawa Humane Society’s Youth Connecting with Animals (YOUCAN) project is good for both humans and animals. Through this program, young people in conflict with the law help to train dogs in need of a little extra work to help them find a good home. The positive relationships that result give the human participants an increased sense of personal responsibility and compassion for others, while the canines get a whole new lease on life. P h o t o : M i c h a e l B i g r a s
La Nouvelle Scène $2,000 Neeje Association for Women and Ottawa CED Network $10,000 To support a series of musical performances. Family $6,000 To support the organization’s community La Société Histrions Corporation $1,500 To support a 3-4 week academics/sports economic development work. To present two historical theatre pieces. mentoring program for girls aged 11-13. Ottawa Chamber Music Society $8,000 Le Groupe Dance Lab $1,000 Neil Squire Foundation $5,000 To introduce children to the magic of music To present a special collaboration with To support a computer program for people by letting them interact with musicians and Ottawa’s break dancers, the QwOd sKwod, with physical disabilities. their instruments. to close the Dance Lab’s season. Nepean Community Resource Ottawa Children’s Choir $5,000 Leadership Ottawa $30,000 Centre $10,000 To enable disadvantaged children to participate To support the programs of Leadership To support a youth drop-in centre in three in the Ottawa Children’s Choir. Ottawa for emerging decision-makers. Nepean communities. Ottawa Children’s Festival $5,000 Lifetime Networks Ottawa (LNO) $5,000 New Beginnings for Youth Inc. $3,500 To support the Children’s Festival To host a series of 10 dialogues about To develop a series of financial training, co-production with the National Arts Centre citizenship and disability for Ottawa youth, planning and reporting tools to assist youth. English Theatre of a full-length play. in partnership with Philia. Odyssey Theatre $4,700 Ottawa Children’s Treatment Centre LiveWorkPlay (LWP) Incorporated $5,000 To provide training to 10-12 young people in Foundation $10,000 To provide people with intellectual disabilities all aspects of theatre arts over the summer. To support 210 physically and the benefits of regular fitness activities. Odyssey Theatre $2,300 developmentally challenged children to take Lowertown Youth Centre $5,969 To perform an original Canadian translation part in recreation and leisure programs. To organize, conduct and pilot-test a and adaptation of Molière’s comic treasure Ottawa Community Loan Fund $20,000 summer-long soccer league for boys and “Scapin” in Strathcona Park. To provide micro loans to foreign-trained girls in Lowertown. Oneness-World Communications $10,000 nurses, teachers and doctors to help them Magnetic North Theatre Festival $5,000 To support a free, three-day literary and arts gain accreditation, and to provide loans to help To support a young playwrights program. festival for children and family groups. entrepreneurs start their own businesses. Military Family Resource Centre $3,626 Osgoode Township Historical Society and Ottawa Humane Society $9,150 To enhance three existing programs for Museum $795 To provide essential information and children, parents and caregivers. To deliver an artifact therapy program to the programs to animal owners with limited Multiple Sclerosis Society, seniors at the local seniors’ care centre. access to ensure that they become Ottawa Chapter $5,000 Osgoode Youth Association $5,000 responsible guardians. To offer support to persons living with MS To support a new youth program. Ottawa Humane Society $4,850 and provide respite to family members. Ottawa Bach Choir $5,000 To help at-risk youth and/or juvenile National Capital Visually Impaired To help the choir in its developmental phase. offenders gain personal responsibility and Sports Association $14,000 Ottawa Blind Curling Club $2,000 compassion toward humans and animals. To purchase a dragon boat for the blind and To enable the group to participate in the visually impaired team. Canadian Council of the Blind country-wide invitational bonspiel.
27 Grants
Ottawa Inner City Health, Inc. $5,302 Palliative Care Outreach Program $10,000 Sexual Assault Support Centre $5,375 To purchase medical equipment that is To fund massage therapy for patients with To support a workshop series for women who required to provide care for homeless lymphedema secondary to cancer. are coping with the differences between their persons who are sick. Palliative Care Outreach Program $5,040 home country and Canada. Ottawa Innercity Ministries $10,000 To enhance the current bereavement program. Sierra Youth Coalition $5,000 To develop an Asset Based Community Parent Preschool Resource Centre of the To support a week-long, skills-building camp Development art collective for street artists. National Capital Region $8,000 to inspire and empower youth to become Ottawa Jazz Festival Inc. $5,000 To develop an early literacy package for use active citizens in their communities. To support a 10-concert series for the Jazz by newcomers and individuals with limited Social Planning Council of Ottawa $7,500 Festival’s 25th anniversary. literacy. To define and respond to barriers faced by Ottawa Police Service, City of Ottawa $2,000 Pinecrest Public School $7,000 persons with disabilities. To provide 150 customized uniforms (basket- To establish a music program at the Somerset West Community Health ball jerseys) for the next two seasons. Primary/Junior Level. Centre $5,673 Ottawa Public Library Foundation $10,000 Project Upstream Ottawa-Carleton To support a free recreational drop-in program To promote resources available at the public Inc. $7,300 for children. library to support new businesses and To develop support groups and activities for Somerset West Community Health advance existing ones. adults experiencing severe mental illness. Centre $3,000 Ottawa Regional Youth Choir Queensway-Carleton Hospital To engage residents in addressing local issues. Society $5,000 Foundation $14,500 Space Camp for Visually Impaired To enable 160 youths to participate in music To expand the surgical facilities and equipment Kids Group $6,599 workshops and a concert. to meet increased patient demand. To send eight children with visual impairments Ottawa Riverkeeper $10,000 Reach Canada – Equality and Justice for and their chaperones to the U.S. Space and To expand the volunteer program to help People with Disabilities $4,139 Rocket Centre for an educational excursion. keep the river healthy. To provide disability awareness training Special Needs Equipment Exchange Ottawa School of Art $9,677 programs to the private/public sectors. Service $5,000 To support an art outreach program for Rideauwood Addiction & To establish a SNEES website to facilitate disadvantaged children and youth. Family Services $50,000 the exchange of equipment. Ottawa School of Art $500 To provide funding for a substance abuse Spectrum Intervention Group $9,540 In appreciation of a site visit by the program in twelve high schools and at To support a summer educational program Transatlantic Community Foundation St. Mary’s Home. for children with autism. Network. Robert E. Wilson School $6,000 Stories From The Ages $1,300 Ottawa School of Speech & Drama $5,000 To provide vocal music opportunities for To support a series of tellings from the world’s To support a program connecting young disadvantaged children. great epics by professional storytellers. people to members of the community Robert E. Wilson School $100 SuzukiMusic $3,400 through theatre. To recognize the performance of the choir at To support additional music programming. Ottawa Storytellers $1,000 CFO’s Annual Celebration. The Men’s Project $10,000 To present a series of five monthly story- Rotary Club of Nepean-Kanata To develop and test a new therapeutic family telling evenings at the NAC’s Fourth Stage. Service Fund $5,000 life education group for fathers. Ottawa Therapy Dogs $1,000 To build an enhanced and accessible play- The Mission $500 To purchase materials for R.E.A.D ground for children and families at Brewer Park. In appreciation of a site visit by the (Reading Education Assistance Dogs). St. Joe’s Women’s Centre $10,000 Transatlantic Community Foundation Network. Ottawa Youth Orchestra Academy $10,000 To provide intervention and advocacy Théâtre du Trillium Inc. $2,800 To set up a small central office for the working with families and the Children’s Aid To present matinée and evening performances administration of the Ottawa Youth Orchestra Society toward the closing of CAS files. of Couteau d’Isabelle Hubert to students. Academy. St. Patrick’s Home of Ottawa Théâtre la Catapulte $3,000 Ottawa-Carleton Learning Foundation $5,000 Foundation $10,000 To create a guide that will enhance the theatre To support OttawaReads for the purchase To improve nutritional care for residents. experience of young French immersion students. of first-language books and a new reading Schizophrenia Society of Ontario, program for children in beacon schools. Ottawa Chapter $5,800 To deliver the Self Help Group Program to young adults suffering from schizophrenia, mood disorders or other mental illnesses.
28 Grants
Tourette Syndrome Foundation of Canada, Vietnamese Canadian Centre $10,000 Waupoos Foundation $10,000 Ottawa Chapter $5,000 To recount the story of Ottawa welcoming To provide vacations for disadvantaged families To provide an educator’s kit about Tourette nearly 4,000 Southeast Asian refugees in at the farm during the summer months. Syndrome to all schools in Eastern Ontario 1979/1980. Youth Net $9,202 and Western Quebec. Volunteer Canada $10,000 To deliver an anti-stigma awareness program Township of Rideau Senior Citizens Service To provide operating support (over a 5-year about mental illness to youth at local high Centre Inc. $5,000 period) for Volunteer Place Bénévoles, a schools. To deliver a needs assessment survey of meeting planning service run by volunteers. Youth Services Bureau of Ottawa $500 seniors and adults with disabilities residing Watson’s Mill, Manotick Inc. $7,320 In appreciation of a site visit by the Trans- in Rideau Ward. To increase educational activities through atlantic Community Foundation Network. Vanier Community Service Centre $3,500 the purchase of audio-visual tools. To celebrate the CSCV’s 25th anniversary and promote its services to Vanier residents.
Applying for a Grant
The Foundation grant programs benefit us all. The Community Foundation solicits and accepts grant The Community Foundation provides funding through two applications from organizations that meet our funding different grant programs: the Community Grants Program guidelines. These grants are supported by the generosity and the Strategic Impact Grants Program. of donors who have directed their funds to unrestricted purposes or to a broad field of interest. Grants may also Community Grants are made for projects in support of be selected for funding by one or more donors. social services (including projects for the visually impaired, children, youth, seniors), animal welfare, arts and culture, A voluntary Grants Committee, comprised of representatives community economic development, education, environment, of the community and professional advisors, evaluates and health, primarily within the Ottawa region. The average applications and makes recommendations to the Board grant is approximately $7,000, with the largest grant of of Governors. The Board awards the grants within the up to $10,000 being provided for projects which are parameters of the available funds. particularly innovative and compelling. Our granting guidelines, current funding priorities and Strategic Impact Grants are broader than Community Grants grant application are available on our website. For further and may include multi-year funding, larger amounts (over information on grant programs, please contact the $10,000), project funding, as well as grants which focus on Community Foundation of Ottawa. building organizational capacity or seeding new programs. Community Foundation of Ottawa 75 Albert Street, Suite 301, Ottawa, ON K1P 5E7 Tel: (613) 236-1616, Fax: (613) 236-1621, [email protected] www.cfo-fco.ca Disbursements
Donors can choose to fund any charitable organization or project, even if no application for funding has been made. The following is a list of the disbursements made in 2005.
Algonquin College Foundation $14,233 Carleton University $52,787 Elizabeth Fry Society of Mainland ALS Society of Ontario $404 Causeway Work Centre Inc. $300 Nova Scotia $1,200 Alta Vista Public School $231 Celia Franca Foundation $3,000 Elmwood School Inc. $2,250 Alzheimer Society of Canada $500 Central Volunteer Bureau of Equine Canada $1,500 Alzheimer Society of Ontario $265 Ottawa-Carleton $10,000 Espace Musique Concert Society $171 Alzheimer Society of Centre de sante Elisabeth-Bruyere Eva’s Initiatives For Homeless Youth $1,000 Ottawa-Carleton $109,606 Health Centre $513 Family Services à la Famille Ottawa $231 Aphasia Centre of Ottawa $225 Centre hospitalier de la pieta $513 Gallery 101 $2,874 The Arthritis Society $2,157 Centre Youville Centre George Brown College of Applied Arts The Banff Centre $300 Ottawa-Carleton Inc. $583 and Technology $2,500 The Battlefords Interval House Champions for Children Foundation The Gideons International in Canada $103 Society $1,000 of Ottawa $4,980 Glebe Collegiate Institute $675 Big Sisters Big Brothers of Ottawa $1,450 CHEO Foundation $12,574 Glebe St. James United Church – Boys and Girls Club of Christian Hit Radio Inc. (CHRI) $245 Music Fund $363 Ottawa-Carleton $39,725 Christie Lake Kids $17,727 Gloucester Emergency Food Cupboard $924 Breast Cancer Action $229 Christmas Exchange of Gloucester High School $1,500 Britannia United Church $49 Ottawa-Carleton $7,382 Great Canadian Theatre Company Bruce House $25,250 City of Ottawa $1,775 (GCTC) $1,250 Canadian Aid for Chernobyl $500 City of Winnipeg – Assiniboine Le Groupe Dance Lab $343 Canadian Baptist Ministries $131 Park Zoo $4,000 Heart and Stroke Foundation of Canadian Cancer Society $10,055 Cobourg District Collegiate Institute Nova Scotia $1,824 Canadian Cancer Society East $1,242 Heart and Stroke Foundation of (Nova Scotia Division) $1,824 Common Thread: Community Chorus Ontario $4,599 Canadian Centre for Policy Alternatives $350 of Toronto $1,757 Help the Aged (Canada) $1,000 Canadian Council of the Blind – Concerts Cumberland $100 Hindu Society of Ottawa-Carleton $5,180 Ottawa Chapter $2,600 Concordia University $1,011 The Hospice at May Court $17,490 Canadian Cystic Fibrosis Foundation – Connaught Public School $6,500 Incorporated Synod of the Diocese Ottawa $300 Cookstown United Church $4,000 Ottawa (Cornerstone/Le Pilier) $2,173 Canadian Diabetes Association $23,608 Crossroads Christian Communications Interval House of Ottawa-Carleton $863 Canadian Guide Dogs for the Blind $3,250 Incorporated $860 Inuit Art Foundation $100 The Canadian Jesuit Missions $200 Crystal Bay Centre for Special J M J Children’s Fund of Canada $2,000 Canadian National Institute for Education $500 Jack Donohue Public School $250 the Blind $1,300 CUSO $1,200 Jericho Road Ministries $1,085 Canadian National Institute for Dalhousie University $2,000 Jewish Family Services of the Blind – Ontario Division $3,976 Dave Smith Youth Treatment Centre $2,808 Ottawa-Carleton $300 The CNIB Library for the Blind $1,450 The David Suzuki Foundation $1,500 Kidney Foundation of Canada, Canadian Red Cross – Ottawa Branch $2,200 Daybreak Non-Profit Shelter $1,789 Eastern Ontario Branch $7,382 Canadore College of Applied Arts Debra Dynes Family House Inc. $500 Kiwanis Club of Bytown $500 and Technology $5,000 Distress Centre of Ottawa and Region $2,000 Kiwanis Club of Ottawa Foundation $9,000 Canary Research Institute For Dominican University College $300 Lake Country Alliance Church $1,343 Mining, Environment and Health $500 Dying with Dignity $500 Laurentian University of Sudbury $5,000 Canines with a Cause $650 E.A.G.L.E Centre Inc. $10,000 Le Gîte Ami $513 Canterbury High School $450 Elisabeth Bruyère Research Institute $300 Leadership Ottawa $500
30 Disbursements
Leprosy Mission Canada $1,000 The Ottawa School of Art $3,958 Sierra Club of Canada Foundation $250 Lisgar Collegiate Institute $275 Ottawa School of Speech & Drama $1,500 Sir Mortimer B. Davis Jewish Machon Sarah High School for Girls $72,000 Ottawa Senators Foundation $698 General Hospital Foundation $25,000 Memorial University of Ottawa Symphony Orchestra $550 Sisters of Charity of Ottawa Health Newfoundland $35,000 Ottawa Torah Institute High School $72,000 Service Foundation $600 Michener Awards Foundation $20,000 Ottawa Valley Book Festival $659 Snowsuit Fund $573 Minwaashin Lodge – Aboriginal Ottawa Valley Wild Bird Care Centre $5,498 Sophie’s Hope Centre $1,269 Women’s Support Centre $3,000 Ottawa-Carleton Catholic District Spectrum Intervention Group $257 The Mission $24,232 School Board $1,800 Stanstead College $1,000 Mount Sinai Hospital Foundation $475 Ottawa-Carleton District School Stephen Lewis Foundation $4,961 Multicultural Arts for Schools and Board $9,500 SuzukiMusic (National Capital Communities (MASC) $100 Ottawa-Carleton Wildlife Centre Inc. $10,000 Suzuki School of Music) $1,400 Muscular Dystrophy Association – Our Lady’s Missionaries $750 Tamir Foundation Inc. $572 Ottawa Office $300 Palliative Care Outreach Program $300 Torah Academy of Ottawa $183,600 The Nádasdy Foundation for Fine Arts Parkinson Society Ottawa $4,731 Trent University $1,000 and the Environment $300 The PATH Foundation of Canada $274,263 Trillium Childhood Cancer Support National Arts Centre Foundation $33,849 Peacefund Canada $500 Centre (Camp Trillium) $750 The National Ballet School $11,458 The Perley & Rideau Veterans’ Health The TVOntario Foundation $200 The National Broadcast Reading Centre Foundation $825 United Hungarian Fund $300 Service $250 Pierrot Concerts $171 United Way of Leeds and Grenville $103 New Sun Award $500 Planned Parenthood Ottawa Inc. $2,675 United Way/Centraide Ottawa $17,808 Northumberland Humane Society $4,000 Project Upstream Ottawa-Carleton University of Nottingham $2,000 Odyssey Theatre $250 Inc. $2,000 University of Ottawa $41,365 Ontario Press Council $1,750 Queen’s University $6,500 University of Ottawa Heart Institute Opera Lyra Ottawa $343 The Queensway-Carleton Hospital Foundation $55,686 Operation Eyesight Universal $1,200 Foundation $2,048 University of Toronto $5,000 Orléans-Cumberland Community Rainbow Skills Development Centre $1,000 University of Waterloo $8,000 Resource Centre $250 Rakoczi Foundation Inc. $1,500 University of Western Ontario $4,500 Osgoode Township High School $247 The Roman Catholic Greek-Melchite USC Canada $1,200 The Ottawa Art Gallery $3,199 Bishop in Canada $519 Vallum Society For Arts and Ottawa Blind Bowling Club $450 The Royal Canadian Geographical Letters Education $500 Ottawa Blind Curlers Association $2,250 Society $909 Victorian Order of Nurses (VON) The Ottawa Chamber Music Society $250 The Royal Conservatory of Music $4,000 Ottawa-Carleton Branch $300 Ottawa Children’s Choir $1,500 Royal Ottawa Health Care War Amputations of Canada $829 Ottawa Children’s Treatment Foundation $5,643 The Waupoos Foundation $245 Centre Foundation $1,000 St. Francis Xavier University $300 The Well/La Source $320 Ottawa Community Immigrant St. George’s Parish $9,535 Woodroffe High School $1,923 Services Organization $100 St. Lawrence College $2,500 World University Service of Canada $1,000 Ottawa Folk Festival $1,000 Saint-Michael’s Parish $500 YMCA-YWCA – National Captial The Ottawa Food Bank $6,000 St. Patrick’s Home of Ottawa Region $1,109 The Ottawa Hospital Foundation $273,749 Foundation $100 Youth Canada Association (YouCan!) $2,000 Ottawa Humane Society $4,276 Saint Paul University $5,662 Y’s Owl Maclure Co-operative Centre $2,000 Ottawa Peace and Environment Sts. Peter & Paul Melkite Catholic Resource Centre $542 Church $1,000 Ottawa Public Library $7,191 Salvation Army, Booth Centre $11,308 Ottawa Regional Cancer Centre Schizophrenia Society of Canada $1,000 Foundation $2,454 School Breakfast Program $15,000 Ottawa Regional Youth Choir Society $2,300 The School of Dance $458 Ottawa Rotary Home Foundation $1,572 Scientists in School $2,000 Ottawa Salus Corporation $3,000 Shepherds of Good Hope $23,382
31 Organizational Endowments
The Community Foundation is able to help charitable organizations manage their endowments. Assets are pooled with the Foundation’s endowed funds, and the income is paid directly back to the organization every year. The following is a list of the income paid in 2005 by the Community Foundation to the charitable organizations who have endowed their funds with us.
Bruce House $313 W. Erskine Johnston School $4,369 Glebe Centre Inc. $5,094 CACDA – Canterbury Stars Laurentian High School $470 The Hospice at May Court $18,633 Endowment Fund $1,618 Lisgar Collegiate Institute $2,005 Inuit Art Foundation $1,659 Canadian Conference of the Arts $467 Merivale High School $832 Irving Greenberg Memorial Camp Canadian Guide Dogs for the Blind $5,047 Nepean High School $166 Fund $2,850 Centre Youville Centre Ottawa-Carleton District School Kiwanis Club of Ottawa Foundation $3,191 Ottawa-Carleton Inc. $2,948 Board $25,203 Michener Foundation $26,637 The Compassionate Friends – Ottawa Technical Learning National Capital Sports Council of Ottawa Valley $523 Centre $2,320 the Disabled Inc. $5,310 The Council on Aging of Ottawa $372 Ridgemont High School $508 Ottawa Art Gallery $17,481 Council for the Arts in Ottawa $2,149 Sir Guy Carleton Secondary Ottawa Children’s Treatment Education Foundation of Ottawa School $1,827 Centre Foundation $376 (formerly Ottawa-Carleton District School Sir Robert Borden High School $733 Ottawa Humane Society $229 Board Foundation) including Sir Wilfrid Laurier Secondary The Perley & Rideau Veterans’ Health A. Y. Jackson Secondary School $1,329 School $612 Centre Foundation $1,172 Adult High School $443 South Carleton High School $2,097 Planned Parenthood Federation of Bell High School $338 West Carleton Secondary School $440 Canada $2,960 Brookfield High School $757 Elmwood School Inc. $8,876 St. Mary’s Home $248 Earl of March Secondary School $1,461 Family Service Canada (Resource SOS Children’s Villages Canada $5,285 Glebe Collegiate Institute $1,039 Development Committee) $433 The Zonta Club of Ottawa John McCrae Secondary School $1,523 Family Services à la Famille Ottawa $242 Educational Fund $2,450
Ottawa Riverkeeper: Water Watchers
Every day, citizens of Ottawa use almost 350 million litres of water from the Ottawa River. Many of us drive, cycle or walk along its banks on a regular basis, but an even greater number of us generally take its existence for granted. Enter Ottawa Riverkeeper, a group of informed environmental advocates who have been working to protect and enhance our Ottawa River system’s health since 2001.The Community Foundation of Ottawa recently funded the Ottawa Riverkeeper’s volunteer program.
32 Committees, Task Forces and Special Programs
Nominating Committee Grants Committee The Nominating Committee appoints individuals of integrity and The Grants Committee assists the Board in developing the grant- ability to serve on the Community Foundation’s Board of making strategy, establishing priorities, reviewing applications and Governors. With the Governor of the Bank of Canada as Chair, the recommending grants. members of this committee serve by virtue of their positions of responsibility and authority in the community. Chair: Manjit Basi Carl Nicholson Shiningwater Diabo Abla Sherif Chair: David Dodge, Governor, Bank of Canada Jocelyn Harvey** Carol Sissons Andy Kusi-Appiah for His Worship Bob Chiarelli, Mayor, Robert Laughton Gordon Smith City of Ottawa Alex Munter Susan Van Iterson The Honourable Madame Justice Monique Métivier, Regional Senior Justice for the East Region Advisors representing other major funding organizations: Chris Warburton for Robert Gillet, President, Algonquin College Hedat Berhane*, City of Ottawa Gail Logan, President, Ottawa Chamber of Commerce Catherine Caron, City of Ottawa Gilles G. Patry, Rector & Vice-Chancellor, University of Ottawa Dan Chenier, City of Ottawa Maria Barrados, President, Public Service Commission Yolande Cremer**, City of Ottawa Robert Miller, Former Chair, Champlain District Health Council Eileen Dooley, United Way/Centraide Ottawa Jean-Paul Gagnon, Ontario Trillium Foundation Brenda Hodgins**, Ontario Ministry of Community and Social Standing Committees Services/Ontario Ministry of Children and Youth Services The Chair of the Board of Governors and the CEO are ex officio Nancy Nourry*, Ontario Ministry of Community and Social members of all standing committees of the Board. Services/Ontario Ministry of Children and Youth Services
Investment Committee Audit Committee The Investment Committee makes recommendations to the Board The Audit Committee ensures that the Community Foundation has regarding investment policy and strategy, including asset alloca- the appropriate systems of internal financial control to comply tion and performance objectives. with legal, ethical and regulatory requirements, as well as with policies approved by the Board. Chair: James G. Frank Brian Toller Nancy Graham Treasurer: Scott A. Wilson Chair: James R. Nininger Nancy Graham Roger Greenberg Investment Counsel: Manjit Basi Maureen A. Molot David Rattray P.J. Doherty & Associates André Bussière Scott A. Wilson Ronald W. Robertson Co. Ltd. *Term completed December 31, 2005 **New appointment as of January 1, 2006
33 Committees, Task Forces and Special Programs
Board Alumni Committee Ottawa’s Vital Signs Research Committee The Board Alumni Committee is made up of former Board Chair: Charles Barrett Student Research Assistants: members who continue to serve as ambassadors and advocates David Brown Hina Ansari and for the Community Foundation. Brenda Lafleur Marisa Meaker-Williamson Judith MacBride-King Chair: Marguerite (Grete) Hale Joy Maclaren Neil McIlveen Dr. Horace Alexis Caroline Midgley Pierre Vanasse Cynthia Baxter Russell Mills Dr. Agnes Benidickson Mervin Mirsky Special Programs Jean-Claude Bouchard Gordon J. McCay In 2005, the Community Foundation of Ottawa introduced two André Bussière Mary Ellen Morris new Special Programs to nurture the philanthropic spirit in Vince Calzonetti Wesley Nicol Ottawa – Youth in Philanthropy and ENGAGE! Peter Doherty Gilles Paquet Dudley Elcock Roberta P. Pollock Youth in Philanthropy E. Suzanne Halpenny Gérald Préfontaine The Youth in Philanthropy program was launched in 2005 to pro- Jim Hamilton Peter Reid vide young people with an opportunity to learn and participate in Donna Holtom Msgr. Peter Schonenbach community philanthropy. Our new Youth Advisory Committee is Marc Jolicoeur John Scott made up of youths aged 13-21 who are involved in all aspects of John B. Kelly David Simmonds the Foundation’s work, including acting as community convenors, Frank Ling Tony van Straubenzee building endowment funds and making grants to youth projects in the community. Governance Task Force Chair: Ronald W. Robertson James R. Nininger Youth Advisory Committee Maureen A. Molot Co-Chairs: Joy Ding and Fetun Kebede Stephanie Zhang Sofia Muktar Investment Options Task Force Yasmin Barreh Betel Nigatu Chair: Brian Toller Roger Greenberg Alemayhu Daniel Liz Randell Nancy Graham Lilly Chen Julia Song Behtel Dawit Kalkidan Tafese Marketing/Asset Development Task Force Iman Dirie Bethelehem Tesfaye Chair: Gordon Smith Alan Roberts Maha Elmekki Yiling Zhu Coralie Lalonde Susan St. Amand Lynda Leonard Joanne Villemaire ENGAGE! Russell Mills The ENGAGE! program was launched in 2005 to inspire local entrepreneurs and investors to make a commitment to give back to the community when they are successful. In its first three months, the program had already attracted more than 100 members and established its first fund.
34 Committees, Task Forces and Special Programs
Advisory Council Professional Advisors Circle continued Co-Founders: Coralie Lalonde Pete Low Pamela Cross E. Jane Murray and Debi Rosati Raj Narula Bill Davis Gerry Myers Andrew Arnott Solly Patrontasch Richard Dionne Michael Nichol Stephen Daze Bruce Raganold Seymour P. Eisenberg Gail Nicholls Glenn Egan Gordon Smith Roberta Goldmaker Lorraine O’Keefe Bob Ford Scott Wilson Ken Guarisco George Perrin James Hamilton Joseph Power Professional Advisors Program Thomas A. Houston Gary Renaud The Community Foundation relies on the donated expertise of Bruce Jardine Alan Riccardi allied professionals such as lawyers, accountants and financial John Johnson Bob Richer planners in developing complex gifts and providing donors with Scott Kendall P. J. Robertson maximum tax relief. They serve as a resource for and champion of Laura Kerr Mike Rowland local philanthropy. Laurie Lord Susan St. Amand Robert MacKenzie Natalia Schoenfeld Professional Advisors Advisory Committee Meiz Majdoub Claudia Schwittay Chair: K. Thomas Grozinger Paul B. St. Louis Jim McConnery Trevor Shannon Patricia MacCallum-Lord Garry Stearns Melanie McDonald Dan Slattery Gordon J. McCay Bob Strachan Anthony P. McGlynn Jennifer Spallin Michael Mott Scott A. Wilson Susan McIntosh Ian Sterling Jim McIntyre Ken Tammadge Professional Advisors Circle Jeffrey Miller Roy Anderson T. David Burns Mark Arbique Lesley Cameron Ron Batt Kevin Charlebois Fred Bowie John Clarke Douglas Buchmayer Mardi Collins John Bull David Crawford
Youth in Philanthropy: A Fountain of Inspiration
Since its inception in the fall of 2005, the Community Foundation’s new Youth in Philanthropy program has attracted 16 young people from across Ottawa to sit on its Youth Advisory Committee. Made up of a widely diverse group of youths between the ages of 13-21, the committee has been working diligently over the last few months to create the Foundation’s first grantmaking program aimed specifically at funding youth-led projects.
35 2005 Board of Governors
Executive
Chair Vice Chair Secretary Treasurer President and CEO Maureen A. Molot, PhD James R. Nininger, PhD Manjit Basi Scott A. Wilson, FCA Barbara McInnes Professor Corporate Director Franchisee Partner Norman Paterson School Former President & CEO The Body Shop PricewaterhouseCoopers, LLP of International Affairs Conference Board of Carleton University Canada
Members of the Board
Jacquelin Holzman Coralie Lalonde Robert J. Laughton, QC Alex Munter Gilles Paquet*, CM, Chair Founder & CEO Partner Visiting Professor Research Fellow Ottawa Health Research Katsura Investments Gowling Lafleur University of Ottawa School of Political Studies Institute Henderson, LLP (retired) University of Ottawa Former Mayor City of Ottawa
Ronald W. Robertson Abla Sherif, PhD Gordon Smith Honorary Legal Counsel Honorary Lifetime Member Managing Partner Director Partner Gordon J. McCay Marguerite (Grete) Hale Ray & Berndtson/Robertson International Education Hewson, Bridge + Smith Partner Chair Emeritus Surrette Centre, Algonquin College (retired) Low, Murchison Morrison Lamothe Inc.
36 *Resigned in 2005. Our Operations
The Community Foundation of Ottawa is dedicated to keeping the cost of our Volunteers operations low. We are currently maintaining our operations at a cost of 1.5% Cynthia Baxter of our total assets. Our primary source of funding is service fees on our funds. Ann Diamond Shane Kelly We are grateful for the support of our donors through gifts to the Community Raisa Patel Foundation Fund, an endowment fund from which the earnings are used to Kidist Tadesse support our operations. This income, as well as annual contributions to our Bronwyn Thomson operations, makes it possible for us to keep our service fees low and ensure long-term stability. Generous Contributors to Operations and Special Projects The Foundation thanks all those who have contributed financially or who Canadian Museum of Nature have volunteered their time and services. CAPCORP Planning Limited Matthew Claydon Staff (from left to right) Collins Barrow Ottawa LLP Edna McCallion, Grants Assistant Communications Granger Lisset Lopez, Associate, Finance and Administration Cummings Mitchell Medin Admasu, Youth Programs Coordinator Diligens Gillian Whyte, Senior Associate, Donor Services P. J. Doherty & Associates Co. Ltd. Barbara McInnes, President and CEO Gowling Lafleur Henderson LLP Georgette Houle, Director, Grants and Marketing Ruth McKlusky Kate Lock, Administrative Assistant Millrace Glassworks Mary Conway, Executive Assistant Navasys Group Janet Adams, Associate, Development and Donor Services Ottawa Centre for Research and Innovation (OCRI) Margot Sunter, Director, Finance and Administration Ottawa Citizen Bibi Patel, Director, Development and Donor Services Quick Start Media Rick Steggall, Accountant Dave Smith and The Place Next Door Nikki Lewandowski, Finance and Administrative Assistant Stoneway Graphics Iona Green, Senior Associate, Marketing and Communications Thyme & Again Creative Catering
37 Auditor’s Report
To the Members of Community Foundation of Ottawa
The accompanying summarized balance sheet, statement of operations and changes in fund balances and notes are derived from the complete financial statements of the Community Foundation of Ottawa as at December 31, 2005 and for the year then ended on which we expressed an opinion without reservation in our report dated February 23, 2006. These summarized financial statements and the complete financial statements are the responsibility of the Foundation’s management. Our responsibility, in accordance with the applicable Assurance Guideline of The Canadian Institute of Chartered Accountants, is to report on the summarized financial statements.
In our opinion, the accompanying financial statements fairly summarize, in all material respects, the related complete financial statements in accordance with the criteria described in the Guideline referred to above.
These summarized financial statements do not contain all the disclosures required by Canadian generally accepted accounting principles. Readers are cautioned that these summarized statements may not be appropriate for their purposes. For more information on the Foundation’s financial position, results of operations and cash flows, reference should be made to the related complete financial statements.
The 2004 amounts presented for comparative purposes are based on the 2004 summarized financial statements reported on by the Foundation’s previous auditors.
Chartered Accountants February 23, 2006
Collins Barrow Ottawa LLP 301 Moodie Drive, Suite 400, Ottawa, Ontario, Canada K2H 9C4 Tel: 613.820.8010 Fax: 613.820.0465 Email: [email protected] Web: www.collinsbarrow.com
38 Community Foundation of Ottawa Financial Statements
Summarized Statement of Operations and Changes in Fund Balances year ended December 31, 2005 (in thousands of dollars)
2005 2004 Revenue Donations to endowment funds $ 3,651 $ 3,058 Donations for charitable distribution 561 712 Investment earnings (Note 1) 6,236 6,086 Other earnings 22 – 10,470 9,856 Expenses Grants 3,033 3,883 Investment fees (Note 1) 163 149 Salaries and benefits 846 766 Other administrative expenses 302 280 Amortization of capital assets 19 17 4,363 5,095 Excess of revenue over expenses 6,107 4,761 Fund balances, beginning of year 74,652 69,891 Fund balances, end of year $ 80,759 $ 74,652
The accompanying notes are an integral part of these summarized financial statements.
Community Foundation of Ottawa 39 Financial Statements
Summarized Balance Sheet as at December 31, 2005 (in thousands of dollars)
2005 2004 Current Assets Cash and short-term deposits $ 406 $ 579 Accounts receivable 32 19 Accrued interest receivable 383 357 Prepaid expenses 16 17 837 972 Investments (Note 2) 85,722 74,099 Real estate (Note 4) 300 300 Capital assets 13 17 $ 86,872 $ 75,388 Current Liabilities Accounts payable $33 $ 28 Grants payable 604 698 Managed funds (Note 5) 465 – Retractable funds (Note 6) 5,000 – Deferred project revenue 11 10 6,113 736 Fund Balances Endowment funds Contributed capital 68,650 65,275 Reinvested earnings (Note 1) 6,925 5,033 Funds for charitable distribution (Note 3) 4,955 4,172 Operating fund Investment in capital assets 13 17 Unrestricted 216 155 80,759 74,652 $ 86,872 $ 75,388
The accompanying notes are an integral part of these summarized financial statements.
Approved by the Board
40 Community Foundation of Ottawa Notes to the Summarized Financial Statements year ended December 31, 2005 (in thousands of dollars)
1. Distribution and reinvestment of annual investment earnings The Foundation’s Distribution and Reinvestment Policy provides guidelines for determining the portion of the annual investment earnings to be distributed to cover charitable distributions and service fees and to be reinvested in the endowment funds to provide a reserve against both inflation and lower investment returns. This policy helps to ensure that there is a reasonably consistent level of charitable distributions over the long term. On an annual basis, the Board of Governors establishes the level of distribution and reinvestment, taking into account various factors including community needs, the current level of reinvested earnings, and the investment earnings for the year. In 2005, the investment earnings totalling $6,236 (2004 - $6,086) were allocated as follows: 2005 2004 Investment fees $ 163 $ 149 Service fee for current year 965 850 Funds for charitable distribution 3,471 3,096 Endowment funds – reinvestment 1,637 1,991 Total earnings allocated $ 6,236 $ 6,086
At December 31, 2005, the cumulative amount set aside to date, in Endowment Funds, to protect against lower investment returns and inflation was $6,925 (2004 - $5,033). The investment earnings were comprised of the following: 2005 2004 Interest and dividend income $ 2,879 $ 2,726 Accrued interest revenue 24 19 Realized gains 604 1,151 Unrealized gains 3,134 3,009 U.S. exchange losses (405) (819) $ 6,236 $ 6,086
Community Foundation of Ottawa 41 Notes to the Summarized Financial Statements year ended December 31, 2005 (in thousands of dollars)
2. Investments Determination of carrying value Cash and short-term investments which include investment certificates and treasury bills are valued at cost which approximates market value at the year-end. Bonds and publicly traded shares are recorded at prices based on published market quotations at the year-end. Shares in a private Canadian corporation are recorded at cost and are written down only when there has been a decline that is other than temporary. The cost was determined by an independent appraiser at the time of their donation to the Foundation. The carrying value is based on management’s best estimates of the private corporation’s current share value. Carrying Value 2005 % 2004 % Investments at market value: Cash and cash equivalents $ 3,572 4 $ 4,789 6 Bonds and debentures Government bonds 28,189 33 20,614 28 Corporate bonds 11,483 13 13,132 18 Equities Canadian shares 18,526 22 15,273 21 U.S. shares 16,268 19 14,445 20 International equities (Non U.S.) 7,325 9 5,584 7 42,119 50 35,302 48 85,363 100 73,837 100 Other investments Shares of a private corporation 1 262 Cash surrender value of life insurance policies 358 – 359 262 Total investments $ 85,722 $ 74,099 Investments, at original cost $ 76,203 $ 65,048
In 2005, the Foundation wrote down the carrying value of shares of a private corporation by $261 to recognize a permanent decline in the value of the shares. The carrying value is based on management’s best estimates of the private corporation’s current share value.
42 Community Foundation of Ottawa Notes to the Summarized Financial Statements year ended December 31, 2005 (in thousands of dollars)
3. Funds for charitable distribution At the end of the year, these funds were comprised of the following: 2005 2004 Unspent restricted donations $ 177 $ 496 Unspent charitable distributions from prior years 1,307 580 Funds for charitable distributions in the following year 3,471 3,096 $ 4,955 $ 4,172
4. Real estate The Community Foundation of Ottawa shares ownership of a property known as Fairfields, a designated historical property. The property is recorded at the appraised value at the time of donation, which was determined by an independent appraiser at the time of the donation. The expenses related to the management and upkeep of the property are funded by a designated endowment fund.
5. Managed funds The Foundation holds within its assets, amounts which belong to other charitable organizations. The amounts are pooled with the investments of the Foundation and are offset by the managed fund liability on the summarized balance sheet. All revenue and expenses accruing to these funds are not reflected in the summarized statement of operations and changes in fund balances.
6. Retractable funds The Foundation holds within its assets, amounts which may with one year’s notice be returned to other charitable organizations.The amounts are pooled with the investments of the Foundation and the original capital is represented by the retractable funds liability on the summarized balance sheet. All investment revenues are owned wholly by the Foundation and are reflected in the summarized statement of operations and changes in fund balances.
7. Comparative amounts The comparative amounts presented in the summarized financial statements have been restated to conform to the current year’s presentation.
Community Foundation of Ottawa 43 Family of Founders
Our appreciation is extended to the donors whose contributions in the early years helped the Community Foundation achieve its initial goal of $5 million.All donors who contributed with a gift of $5,000 or more are recognized permanently as our Family of Founders. Persons whose names appear in bold type were also members of, or advisors to, the Founding Board of Governors.
Founding Patrons ($100,000 or more) Sylvain Cloutier Memorial James and Norma Davies Anonymous Iris Craig Rob Dempster Evelyn and Herbert Balls Ann F. Crain Catherine Di Ianni The Belvedere Memorial Marc Denhez Helen and Arnold Earl Agnes Benidickson Andrew Doyle Elaine Garfinkel Brian Bockstael James Robin Findlay Greenhaven Foundation Sybil Anne Brake E. Richard Fisher Jerry Grey Carleton University Students’ Charity Ball Fund for a New Generation William Grossman John E. (Ian) Danby Margaret and Alastair Gamble Marguerite (Grete) Hale Paul and Adelle Deacon Harriet and Walter M. Guance Jacquelin Holzman John and Jean Doherty E. Suzanne Halpenny Jean Huckabone Morleen and Peter Doherty Mary Vincent Hill Memorial Barbara Ingram Donna and Gary DuBreuil Bernice Keenleyside IODE – Lord Dundonald Chapter Alexander “Mac” Ervin John L. Kelly KEY Radio Limited Ottawa O.J. Firestone William T. Kennedy Valerie Knowles Elaine Forbes Gile E. LaBine Donald and Dolores Langill Shirley E. Greenberg Allan H. Le Neveu David and Joyce Loeb Kenneth Guarisco Gordon J. McCay Mary Louise Lynch Jane and Jim Hamilton James A. Millar Macdonald Club Irwin Haskett Jean Mooney Mary E. Macdonald, CM Joan and Gordon Henderson Mariette Nadon Meiz M. Majdoub Margaret E. Hill Mary and Wesley Nicol Leanora D. McCarney Wilhelmina Kellam Peter Ool Dr. Rebecca McDermott Bernard and Rose-Marie Langill Ottawa Art Gallery Barbara and Glenn McInnes Peter Laverdière Ottawa Handicapped Association Peter Middleton and Wanda Hoe Dr. Lorne E. MacLachlan Bernard Ouellet Mervin Mirsky Donald and Joy Maclaren Charles-Eugène Ouellet Gerard Myers Michener Awards Foundation Jean C. Paradis George Nelms Minto Foundation Inc. Carrol Simpson John H. Nelms n
Michael J. Nichol Frederick Sirotek Raymond J. Ostiguy o d y a Mary Rose O’Keefe Muriel and Harold Taggart Ottawa PC Users Group l C
Ottawa Association for the Blind Women’s Business Network Ottawa Police Services Board w e h t
Ottawa Citizen Ottawa Senators t a
Robin A. Ritchie Founding Donors ($5,000 to $25,000) Roberta Pollock M : y
Otto Scheffer Patricia Addelman G. Edward Reed h p a r
John M. Scott Bert Beaulieu Rotary Club of Ottawa g o t
SOS – Children’s Villages Canada Senator W. M. Benidickson Muriel Scott o h p
Betty and Ralph A. Sparham Beth Bertram Dave Smith l a p Sally Swenson V. H. Beutenmiller Doris M. Smith i c n i
Edwin and Dorothy Swimmings Gail Brown Ruth and Hyman Soloway r Maximilian and Fleurette Ullyett John J. Bull Soloway, Wright, Victor P s n o
United Way of Ottawa-Carleton Hazel and Edwin R.G. Burgess Bill Thornton i t a c
Elinore and Vince Calzonetti Jane Thornton i n
Founding Benefactors ($25,000 to $100,000) Douglas and Karen Cameron John Alban Trainor u m
Anonymous Neta F. Clarke Dr. F. R. Wake m o C
Ernest and Mary Assaly Canada Trust Co. R. Howard Webster Foundation e l b a
Cynthia Baxter Canada-U.S. Fulbright Program West End Achievers r a John C. Burrows Suzanne Cornforth John and Shirley Westeinde P : n g
Canada Post Corporation Coughlin & Associates Limited Margaret P. Wetzel i s e
City of Ottawa Charitable Foundation John Crow George and Delphin White D
44