2 0 1 2 ANNUAL REPORT more than building $5 million Mission, Vision & Values endowments distributed and personalized service Empowering Generations to Give. Our mission is to provide an ongoing contribution to the quality of life in our community through the stewardship of entrusted funds, grant making and community leadership.

We promote excellence in philanthropy to $21.4 broad and effective enable our community to flourish. We bring million donors and charities together to provide for grant making the needs of the community today, tomorrow in assets and forever.

The Central Okanagan Foundation encourages contributions to endowment funds which provide long term, sustainable support for valuable community charities as investing in the well as provide ways to make an immediate community community for impact today. 35 years leadership

2012 Annual Report – Contents

2 – Message from Executive Director 13 – Central Okanagan Foundation Donors 3 – Message from Board Chair 15 – COFFY - Central Okanagan Foundation for Youth 4 – Be Involved 16 – Endowment Funds 5 – Agency Profiles 20 – Financial Summary 7 – Grants and Endowments 21 – In Memory 11 – Donor Profiles 22 – Foundation Leadership

Marnie Douglas (Bold Communications) • Sandy Magee (Redsand Creative) 1 Message from Executive Director

he Central Okanagan Foundation is in For 35 years, COF has represented strength and stability its 35th year of working with individuals for the charitable sector in the Central Okanagan. We have and families and using philanthropic built a reputation of trust and continue to make a difference dollars to have an impact; to bring about by focusing on our key areas: endowment building and T something positive for a better community. personalized donor services, broad and effective grant making and community leadership. Since joining the COF in July, I have been overwhelmed by the community’s warm welcome. My education and career The COF is a charitable organization created through gifts have taken me across this vast country and back, and to a from thousands of generous people. And because we certain extent around the world, but I feel like I’m home — operate in perpetuity, these gifts will continue to grow this is definitely the community I want to live and work in and provide resources for generations to come. and I feel so fortunate to be back in the Okanagan. In my ongoing discussions with our donors, volunteers, staff, The heartfelt hospitality I have received is a reflection of the professional advisors and community leaders, I am truly remarkable role COF plays in our community. Every day I motivated by the promise and potential that lies ahead for COF. am reminded how COF touches lives, from one corner of our community to the next. I have met grateful students Community Foundations of Canada has recently launched who have earned bursaries and scholarships provided by a national initiative called ‘Smart & Caring Communities.’ generous COF donors. I have sat down with charitable I think this term fits perfectly with the goals and vision of the individuals who are making provisions for COF in their will. people of the Central Okanagan as we strive to build a truly I have talked to families who are honouring a lost loved one inclusive community. by establishing a memorial fund. I look forward to connecting with you in the near future. I have also had the opportunity to visit local agencies whose Please do not hesitate to contact me anytime at 250.861.6160 vitally important work has received support through our or through email at [email protected] grants program. We continually strive to collaborate with and support organizations doing outstanding charitable Thank you! work in our community, and also to identify and address unmet needs that can be met from philanthropic support. – Bruce Davies

2 Message from Board Chair

goals and who are committed to supporting those in need, especially during challenging financial times.

Sadly, Lionel Wace, a founding director of the COF, passed away this year. Without the unwavering vision and dedication of Lionel and our 15 other founding members, the COF would not exist and would not be the vital, ommunity foundations like the Central cornerstone of our community that it is today. Okanagan Foundation are a unique charity within the charitable sector; they are a true The board also bid farewell to two staff members and two reflection of the community’s needs, hopes, Board directors this year, all of whom played key roles during C and vision. The COF can use its resources to their tenure with the COF — Leanne Hammond-Komori , make a difference, look for ways that our dollars can spark executive director, Cheryl Claeys, donor relations coordinator, change and leverage other funding. Don Turri, chair of finance and Tom Fellhauer, past chair and chair of the organizational development committee. In our annual report, you’ll read about ways that we’ve worked to do this, and about the different community Thank you to the COF staff Cheryl Miller and Mark Oakley for organizations and people we’ve helped. Among the unique their support and dedication in 2011/12 and thank you and opportunities the COF was provided with in 2011/12: farewell to directors Ross Langford (chair of organizational development) and Jodie Foster Sexsmith (chair of Partnership with Service Canada to deliver Community communications) who are finishing their terms this year. Entity program. Partnership with Kelowna Community Resources, United The board offers a warm welcome to Bruce Davies, our new Way and the City of Kelowna to deliver Education Series. executive director, staff members Mya Brewis, Shannon Born Impact Fund: allows our donors to create legacies and and the 12 new fund holders who join the COF family. make a difference in their community immediately. As my tenure at COF comes to a close, I look back on the In the past year, 12 new funds were created, bringing the many directors, committee volunteers and staff that I’ve total to date to 286. From endowed gifts totaling nearly had the pleasure of working with over the past 14 years. $1 million last year, our assets have grown to more than I have had the great fortune of working with some of the $21 million at the end of our fiscal year. During that time, best community-minded people. That commitment shone more than $750,000 was distributed to a wide range of through many hours of discussions and deliberations to set charities. They have done admirable work with those a Strategic Plan in place for the COF in the past year. Now, resources. I will watch with enthusiasm and great support as it is carried forward. We recognize the generosity of donors who have chosen to partner with the COF to achieve their philanthropic – Louise Elliott

3 Be Involved

Donate!

Donors are at the center of the Foundation’s work. Our donors’ commitment to building a better Central Okanagan will make a lasting impact. We offer our donors a range of opportunities to make a difference in our community and maximize the impact of their philanthropy.

We work with donors to ensure that their charitable aspirations are realized. Our leadership and expertise can mobilize resources in our community. Whether you wish to support a specific charity, a field of interest or our community granting program, together we can make it happen – both today and into the future.

The easiest way to discover how the Central Okanagan Foundation can help you give more effectively is to give us a call and we’ll discuss your charitable interests and goals. Call Bruce at 250.861.6160 or email [email protected]

Help spread the word!

Whether it’s through the philanthropists we are so fortunate to work with or the people whose lives we’ve helped change for the better, word of mouth has helped COF build a strong reputation of trust and accountability over the last 35 years. If you have already experienced how COF is making great things happen in our community – please let people know! Tell your family, friends, clients and colleagues all about us.

Volunteer!

As a community charitable organization, we rely on our dedicated volunteers for guidance and support. Our Board of Directors and committee volunteers provide leadership and direction with governance, policy, strategy, communications, finance, fund development, grant making and investment.

To enquire about volunteer opportunities please call 250.861.6160 or email [email protected]

4 Agency Profiles

Centre Culturel Francophone Intercultural Society of the de L’Okanagan Central Okanagan

ather Pandosy was a pioneering Catholic priest who magine walking through a slum neighbourhood, settled in Kelowna’s Mission area, establishing orchards where young children beg for food, there is open F and the first vineyard more than 150 years ago. I sewage and garbage in the streets and human trafficking is rife. Not in Kelowna, you think? He was also one of the first Francophones to settle in the area and is the centerpiece of a public art project at the In Kelowna this is merely a ‘mock slum’, part of a Centre Culturel Francophone de l’Okanagan (French demonstration to bring awareness to the struggles and Cultural Centre). joys of people living in different countries all around the world. Called Global Children’s Village, it is one of a series The Central Okanagan Foundation supported the public art of events held during Global Citizen Kelowna Week and project, which will see six murals developed by artist Henri supported by the Central Okanagan Foundation. Brazeau. The murals will be painted on the windows of the Centre Culturel Francophone de l’Okanagan downtown. “The objective is to create a reaction that will start a conversation among the families in the Okanagan about “The murals depict the history of Francophones in the area the issue of poverty and provide tangible examples of how and the impact they have had on shaping the Okanagan they can make a difference,” explains Joyce Brinkeroff, with Valley. Many people don’t even know there is a significant the Intercultural Society of the Central Okanagan. history there, besides Father Pandosy, so it’s an important project,” explains Camille Cote-Marcil, executive director of After their experience in the ‘mock slum’, children visit the Centre Culturel Francophone de l’Okanagan. a dozen different ‘countries’ and participate in various cultural activities — making origami sumo wrestlers in Japan, traditional tortillas in Mexico, learning a traditional dance in Kenya, fishing in Finland — where they ‘work’ to receive coins. These coins can then be spent to purchase medical supplies or build a school or dig a water well and The Central Okanagan build infrastructure to improve the slum. Throughout the day the children watch as this ‘mock slum’ is transformed. Foundation supported the project, which will see six murals developed by artist Henri Brazeau

5 Agency Profiles

Agur Lake Camp Society

utdoor adventures, fresh air, new experiences — what more could a child O ask for when it comes to summer camp? Just west of Summerland, the Agur Lake Camp Centre Culturel Francophone de l’Okanagan Society has established a barrier-free wilderness camp and recreational facility for children and adults with special needs and their families, so they too can experience the joy and calm that comes with spending time in the woods.

The camp is still under construction, with three 1,200-square-foot cabins now in place. Support from the Central Okanagan Foundation helped ensure that two of the cabins have running water for kitchen and bathroom facilities. The camp expects to welcome its first guests in Summer 2013.

“Each cabin is fully wheelchair accessible so they are not your typical ‘wilderness cabins’,” explains Christina Intercultural Society of the Central Okanagan MacMaster, society manager. “It’s a camp for families so that everyone can come and enjoy the experience.” The camp is unique as there is no other like it in BC — it is modeled after William Watson Lodge in Alberta’s Kananaskis region.

“It’s a camp for families so that everyone can come and enjoy the experience.”

Agur Lake Camp Society 6 Grants & Endowments

Community Granting Program Okanagan Symphony Society 7,500.00 Project Literacy 6,300.00 Agur Lake Camp Society 6,000.00 Reach Out Youth Counselling 8,200.00 Alzheimer Society of BC 1,000.00 Seniors Outreach Services Society 5,000.00 Athletics 4 Kids 10,000.00 Silver Lake Forest Education Society 5,000.00 Brain Trust Canada Association 5,500.00 Summer Arts Scene for Youth 2,430.00 Bumbershoot Children’s Theatre 10,000.00 The Bridge Youth and Family Services 8,500.00 Canadian Red Cross 8,000.00 The Responsible Animal Care Society 2,500.00 Central Okanagan Community Gardens 3,750.00 The Salvation Army 8,000.00 Central Okanagan Heritage Society 3,000.00 Western Institute for the Deaf and Centre Culturel Francophone de l’Okanagan 3,400.00 Hard of Hearing 8,000.00 Community Recreational Initiatives Society 5,266.00 Wild Neighbours Society 3,500.00 Cool Arts Society 1,277.00 YMCA-YWCA of the Central Okanagan 5,000.00 Creator’s Art Centre 3,000.00 Crossroads Treatment Centre Society 6,500.00 District of West Kelowna 2,000.00 Flow Through Grants Elevation Outdoor Experiential Programs 1,500.00 Donor designated gifts Ellison Community Association 5,000.00 Festivals and Special Development Society 2,000.00 Alzheimer Society Of Canada 100.00 Hands in Service (formerly Church Serve) 5,000.00 BC Naturalists’ Foundation 50.00 Hope Air 10,000.00 Canadian Arctic Resources Committee Inc. 200.00 Intercultural Society of the Central Okanagan 5,000.00 Canadian Breast Cancer Foundation 50.00 Kelowna and District Society for Canadian Cancer Society BC and Yukon Division 100.00 Community Living 9,996.00 Canadian Federation For Sexual Health 100.00 Kelowna Art Gallery 6,500.00 Canadian Feed The Children 200.00 Kelowna Ballet Society 10,000.00 Canadian Medic Alert Foundation Inc. 100.00 Kelowna Community Development Society 4,000.00 Canadian National Institute For The Blind 50.00 Kelowna Community Food Bank Society 5,000.00 Canadian Parks and Wilderness Society 200.00 Kelowna Family Services Society Centre 4,525.00 Canadian Red Cross - BC Southern Region 100.00 Kelowna Gospel Mission 9,400.00 Central Okanagan Child Development Kelowna Habitat for Humanity 3,510.00 Association 2,000.00 Kelowna Museums Society 4,897.00 Central Okanagan Emergency Shelter Society 2,000.00 Kiwanis Music Festival Society of Kelowna 2,000.00 Central Okanagan Land Trust 2,000.00 Lake Country Art Gallery 10,000.00 Chamber Music Kelowna Society 500.00 Lake Country Native Association 3,000.00 CODE 100.00 Lake Country Open Air Performances 2,240.00 Community Recreational Initiatives Society 1,668.42 MADD Canada 1,500.00 Creston Valley Wildlife Management Mountain Bikers of the Central Okanagan 2,000.00 Authority Trust 300.00 NOW Canada 7,000.00 CUSO 100.00 Okanagan Children’s Theatre Society 6,700.00 David Suzuki Foundation 100.00 Okanagan Chinese Canadian Association 3,000.00 Doctors Without Borders Canada 250.00 Okanagan Historical Society 10,000.00 Ecojustice Canada Society 100.00 Okanagan Suicide Awareness Society 4,000.00 Farm Radio International 400.00

7 Grants & Endowments

First Lutheran Church of Kelowna 20.00 BHF Building Healthy Families Society 180.86 Heart and Stroke Foundation 100.00 Big Brothers Big Sisters of the Okanagan 354.63 Inn From The Cold - Kelowna 1,500.00 Canadian Cancer Society/Southern Rotary Lodge 482.79 Institute For New Economics Public Canadian Diabetes Association 880.60 Interest Research 50.00 Canadian Hemophilia Society - BC Chapter 247.36 Kelowna & District Society Canadian National Institute for the Blind 5,793.67 for People In Motion 2,000.00 Central Okanagan Bursary & Scholarship Society 651.10 Kelowna Art Gallery Association 155.00 Central Okanagan Heritage Society 1,015.77 Kelowna Community Foodbank Society 2,000.00 Central Okanagan Hospice Association 5,099.39 Kelowna Coronary Exercise Society 100.00 Central Okanagan Land Trust 5,030.55 Kelowna Gospel Mission Society 1,000.00 Chamber Music Kelowna Society 1,940.37 Kelowna Habitat For Humanity Society 15,305.80 Cops for Kids Charitable Foundation 1,661.96 Kelowna Hospice Foundation 1,000.00 Friends of the Parrot Sanctuary Society 89.28 Kelowna Museums Society 200.00 Friends of the South Slopes 526.68 Kid Sport Canada - Kelowna Chapter 1,340.00 Girl Guides of Canada BC (Central Okanagan) 456.96 Kidney Foundation of Canada 50.00 Heart and Stroke Foundation 5,442.55 Knowledge Network Corporation 500.00 Junior Achievement of BC - Okanagan 609.29 Multiple Sclerosis Society of Kalano Club of Kelowna 1,009.47 Canada - Okanagan Chapter 100.00 Kelowna & Dist. Society for Community Living 372.54 Nature Canada 50.00 Kelowna Community Music School Society 2,252.05 Nature Conservancy of Canada 200.00 Kelowna General Hospital - Asthma Care 456.96 Nature Trust Of British Columbia 250.00 Kelowna General Hospital Foundation 6,442.55 Okanagan Similkameen Parks Society 500.00 Kelowna Secondary School 456.96 Okanagan Symphony Society 3,000.00 Kiwanis Music Festival Society of Kelowna 2,749.22 Operation Eyesight Universal 300.00 Leprosy Mission Canada 1,424.22 Pacific Coast Public Television Association 500.00 Muscular Dystrophy Association of Canada 100.00 Project Literacy Kelowna Society 3,603.10 Naramata Centre Society 604.91 Salvation Army Kelowna Community Church 1,700.00 New Hope for Widow/ers & their Families 351.12 Stride With Pride - K.G.H. Orthopedic Walk 50.00 Okanagan Adventist Academy 193.12 United Way of the Central and South Okanagan 1,000.00 Okanagan College Foundation 3,511.21 Valhalla Wilderness Society 300.00 Okanagan Regional Library 2,549.70 47,642.32 Okanagan Symphony Society 9,160.60 Responsible Animal Care Society 264.84 Designated Grants from Rotary Centre for the Arts (KVPACS) 2,084.39 Salvation Army Kelowna Community Church 1,679.27 Endowment Funds South Okanagan Rehabilitation Centre for Owls 89.28 Arts Council of the Central Okanagan 100.00 Special Olympics British BC Cancer Foundation 11,795.91 Columbia - Kelowna Branch 372.54 BC Lions Society for Children with Disabilities 351.12 St. Andrews Church 5,009.89 BC Lung Association 5,442.55 Westbank Museum & Arts & Crafts Society 708.59 BC SPCA - Kelowna Branch 21,831.49 111,828.31

8 Grants & Endowments

Girl Guides of Canada BC (Central Okanagan) 879.63 Donor Advised Grants from Interior Alzheimer Support Society 978.61 Endowment Funds Kelowna & Dist. Society for Community Living 246.66 BC Cancer Foundation 3,000.00 Kelowna & District Society for People in Motion 281.88 Community Recreational Initiatives Society 6,097.58 Kelowna Art Gallery Association 1,639.23 Creator’s Art Centre Society 3,000.00 Kelowna Ballet Society 2,233.29 Daybreak Point Bible Camp Society 4,000.00 Kelowna Child Care Society 535.04 Kelowna Family Service Centre Society 2,500.00 Kelowna Community Resources Society 351.12 Kelowna General Hospital Foundation 3,000.00 Kelowna Friends of the Library 177.67 Rotary Club of Kelowna Foundation 8,780.49 Kelowna General Hospital Foundation 4,662.13 Summer Arts Scene For Youth in Central Ki-Low-Na Friendship Society 212.89 Okanagan Society 1,430.00 Kelowna Museums Society 24,650.79 University of British Columbia 1,000.00 Kiwanis Music Festival Society of Kelowna 182.77 32,808.07 Mountain Medical Services Society 179.95 Multiple Sclerosis Society of IMPACT Fund Grants Canada - Okanagan Chapter 1,406.17 Arts Council of the Central Okanagan 2,500.00 Okanagan Boys and Girls Clubs 589.25 John Howard Society of the Central Okanagan Historical Society 438.90 and South Okanagan 10,000.00 Okanagan Music Festival for Composers 175.56 Kelowna Community Resources Society 8,200.00 Okanagan Symphony Society 3,273.67 New Opportunities for Women (NOW) Orchard City Abbeyfield Society 1,631.36 Canada Society 1,000 .00 Plan Okanagan (Okanagan Lifetime Peachland Creative / United Way of the Central Networks Association) 686.48 and South Okanagan 5,000.00 Project Literacy Kelowna Society 606.89 United Way of the Central and South Okanagan 10,000.00 Reach Out Youth Counselling & Services Society 338.01 36,700.00 Rotary Centre for the Arts (KVPACS) 5,942.70 Scouts Canada - Okanagan Area 288.52 Agency Grants from Silver Lake Forest Education Society 1,695.24 Theatre Kelowna Society 363.62 Endowment Funds United Way of the Central and South Okanagan 20,347.69 Amyotrophic Lateral Sclerosis Society Waldorf School Association of Kelowna 175.56 of British Columbia 249.61 83,925.24 Arts Council of the Central Okanagan 365.91 Bridge Youth and Family Services Society 351.12 Canadian Mental Health Association Bursary, Scholarship and Awards Kelowna Branch 190.41 BCIT - Burnaby Campus 1,250.00 Central Okanagan Bursary & Scholarship Society 705.61 Canadian University College 1,000.00 Central Okanagan Child Central Okanagan Bursary & Scholarship Society 1,625.00 Development Association 4,040.21 Generation II Dance Society 900.00 Central Okanagan Crime Stoppers Society 2,154.13 McGill University 1,600.00 Central Okanagan Elizabeth Fry Society 207.48 Okanagan College - Financial Services 18,955.95 Central Okanagan Hospice Association 312.94 Okanagan College Foundation 15,000.00 Friends of Mission Creek Society 176.54 Olds College 450.00

9 Grants & Endowments

Simon Fraser University - Awards 2,500.00 Central Okanagan Heritage Society 12,000.00 Thompson Rivers University Foundation 1,000.00 Centre Culturel Francophone de L’Okanagan 6,000.00 Trinity Western University 1,250.00 Chamber Music Kelowna 9,000.00 University of Alberta 500.00 Cool Arts Society 6,000.00 University of British Columbia 9,600.00 Dolyna Ukrainian Cultural Society 1,000.00 University of British Columbia - Okanagan 23,750.00 Kelowna City Concert Band 6,000.00 University of Guelph 1,000.00 Kelowna Community Music School 6,000.00 University of Lethbridge 1,750.00 Kiwanis Music Festival Society 7,500.00 University of Saskatchewan 1,250.00 Okanagan Chinese Canadian Association 5,000.00 University of Toronto 1,000.00 Okanagan Choral Society 800.00 University of Victoria 2,150.00 Okanagan Festival Singers 5,000.00 Vancouver Island University 1,000.00 Okanagan Historical Society 10,000.00 87,530.95 Ponderosa Spinners & Weavers 1,000.00 Society of Friends of the Early Music Studio 2,000.00

COFFY Grants Theatre Kelowna Society 10,000.00 Recreational Initiatives Society 1,000.00 Viva Music Society 9,700.00 City of Kelowna Grants 2012 Arts, Culture & Heritage The Central Okanagan Foundation administers five separate granting programs for the City of Kelowna Project Grants Arts Council of the Central Okanagan 5,000.00 Central Okanagan Heritage Society 2,000.00 Community Social Development Centre Culturel Francophone de L’Okanagan 3,500.00 Canadian Mental Health 2,800.00 Cool Arts Society 1,012.00 Central Okanagan Elizabeth Fry Society 8,000.00 Intercultural Society of the Central Okanagan 9,000.00 Kelowna Community Development Society 8,500.00 Kelowna Art Gallery 9,000.00 Kelowna Gospel Mission 20,000.00 Kelowna Ballet Society 2,638.00 Project Literacy Kelowna Society 10,000.00 Kelowna Community Music School 1,000.00 Kelowna Kasugai Sister City Association 2,000.00 Grants to Address the Sexual Kelowna Museums Society 8,750.00 Kelowna South-Central Association Exploitation of Youth of Neighbourhoods 1,700.00 Central Okanagan Elizabeth Fry Society 2,550.00 Ki-Low-Na Friendship Society 5,000.00 New Opportunities for Women 9,450.00 Okanagan Symphony Orchestra 3,000.00 YMCA-YWCA of the Central Okanagan 10,000.00 Orchard Valley Quilters’ Guild 4,500.00 Society of Independent Filmmaking 900.00 Arts, Culture & Heritage UBC-O Creative Studies 9,000.00 Uptown Rutland Association 2,000.00 Operating Grants BC Old Time Fiddlers Association Branch 7 3,000.00 Bumbershoot Children’s Theatre 10,000.00

10 Donor Profiles

Jennifer Hindle a great sense of humour o her many friends, Jennifer Hindle was known as ‘Jenny on the go.’ Her many volunteer commitments kept her busy and always on the run from one and boundless T to another. But even with her many different interests, the arts were her true energy passion. Whether it was music, theatre, dance or visual art, Jennifer was an enthusiastic supporter — she believed strongly that the arts enrich people’s lives and the well-being of communities.

Jennifer and her husband John called Kelowna home for more than 50 years, after emigrating from the UK in the early 1960s. Their lives were filled with countless adventures, including running Kelowna’s Eldorado Arms Hotel, helping develop Silver Star Mountain Resort and Lake Louise ski area and spending many a winter in Hawaii. One year, after watching athletes practice for a triathlon in Hawaii and envisioning a similar event in their home town, John and Jennifer launched the Apple Triathlon in Kelowna. Jennifer was involved every year for 29 years and became the event’s longest serving volunteer. She also spent many years volunteering with the Arts Council of the Central Okanagan and the Central Okanagan Foundation Grants Advisory Committee, fostering her affection for the arts community. Long-time friends Gord and Judy Geddes described Jennifer as having “a great sense of humour and boundless energy” and true to her nickname ‘Jenny on the go’ , “her last years were spent traveling, working with her favourite charities and the arts.”

When Jennifer passed away in 2012, the Jennifer Hindle Arts Fund at the Central Okanagan Foundation was established in her honour by family and friends.

Marie McIntosh her love of music knew hilanthropist. Educator. Activist. Marie McIntosh was many things to many people. But her love of music knew no boundaries, whether it was listening to no boundaries P classical music, playing the violin or helping young talented musicians.

A former teacher, Marie donated scholarship money to the Kelowna Community Music School for many years as she felt strongly about combining her love of classical music with education. After her passing in 2011, she left a legacy of $20,000 to the Kelowna Community Music School where she was an honorary board member and generous donor. When the school deliberated on how best to honour Marie for her generous gift, the board unanimously agreed to establish an endowment fund in Marie’s name at the Central Okanagan Foundation. The Marie McIntosh Kelowna Community Music School Fund will ensure that future music students at the school will benefit from Marie’s generosity, as all annual disbursements from the fund will go to school scholarships. 11 Donor Profiles

Dr. Joan Tailyour D.V.M. a mentor to oan Tailyour was born in Edmonton, Alberta on June 4th, 1914. Her parents many were Captain Keith and Christina (Nee Torrance) Tailyour who had come to J Alberta in 1911 from Britain. Keith enlisted in the R.A.F. in 1914, returning to Edmonton in 1919 where he initiated a local airline between Edmonton and Calgary in 1920. Tragically Keith was killed in a crash in Ontario in 1923. Christina then brought Joan to live in Kelowna where she had many friends and two sisters living in the Okanagan.

Joan was raised in Kelowna and, following a long family tradition of military service, in 1942 Joan enlisted as an Officer in the women’s division of the RCAF. After several wartime postings Joan was discharged and attended the Ontario Veterinary College, graduating with a D.V.M. in 1950. She then spent many years with the Health of Animals Branch in Ottawa. While there she rode with the North York Hunt. Joan has been an avid traveler visiting Africa, Australia, New Zealand, Antarctica and Russia as well as maintaining contact with relations in the United Kingdom. She has been an active and competitive horsewoman, both as a rider and instructor and is well known across Canada for her knowledge about horses and her riding skills, a mentor to many. Her love for animals, especially horses, has been a major part of her life.

Joan retired to Kelowna with cherished memories of a busy, challenging life and fond memories of worldwide friends and admirers as well as an abiding interest in the welfare of all animals, particularly horses. The Dr. Joan Tailyour D.V.M. Fund was established at the Central Okanagan Foundation to foster the field of animal welfare, specifically horses.

Roger Watts a colourful, riends and colleagues describe Kelowna lawyer Roger Watts as ‘larger compassionate, than life’ — a colourful, compassionate, generous man who was a tenacious F advocate for his clients. generous man

He was a well-travelled child having lived between Britain, Canada and California before moving to Africa in the early 1950s. He spent his youth in Rhodesia and South Africa before returning to Canada in 1958. Roger’s calling was never in question — he completed a law degree at the University of British Columbia and embarked on a long and successful career in law filled with unbridled passion. Sometimes flamboyant and always entertaining, Roger was generous with his time and his wisdom. In addition to being a guest lecturer on the powers of advocacy, Roger initiated a scholarship for UBC Okanagan graduate students admitted to the UBC Faculty of Law.

Upon his passing in 2011, Roger’s friends and family established the Roger Watts Memorial Fund at the Central Okanagan Foundation. 12 Central Okanagan Foundation Donors

533638 BC Ltd. / Gail Plecash A.L. Costa Marian Grimwood Norman and Marian Abrahams Coupal Climbing Cranes Gerda Grosthwaite Diane Aizen Barnie and William Cowan Ashley Lynne Gunderson Frances Aiken Donna Crone David and Alaina Guymer Milton and Marie Aiken Corey Cutler Estate of Jean Hall Gordon and Catherine Almond Chris Cyca Brad Hamer-Jackson Keith C. Anderson Mark Davie Rick Hamer-Jackson anonymous William Davis Richard Hamilton and Family John Antle Davison Orchards Lorna Harris Ken W. Arcuri Irene J. Dayton B Gail Harrison Stuart Marshall and Theresa Arsenault Gil DeDominicis Gwendoline Harvard Christopher and Shannon Ashburn Laureen Dempsey Al Hasley Bacas Holdings Ltd. Wally Dennison Fern Helfand Ingrid Bailey Dean Desrosiers Laura Henriksen Tom Baillie Devco Construction Ltd. Gail Hill Bob Baird Personal Real Estate Corp Wayne Dosch Petrina Hirtle C.D. Bakala, MD Inc Jean Doubleday Alex and Michael Holford Bank of Nova Scotia Drummond Law Corporation Heather Hooper Barlo Fabric Company Ltd. Jesse East Rodney, Grace, Sjaun, Justin, Colin and Lindsay Stephanie and George Barnes Edgeworth Construction Ltd. Hrischuk Bartex Fabric International Inc. John and Linda Edwards Merlyn and Norman Hudson BC Football Conference Allan R. Elliott James and Deborah Hughes BC Government Employees Union Jeanne V. Elliott J W Hughes BC Guild of English Handbell Ringers Cynthia Ellis Dr. Andrew T. Hunter BCPSC / Barb and Ben Gelfant Rozzie Morty Elman Cynthia Hunter Beachtek Inc. Mary Englesby David Hunter Richard Bell Reynold Epp Darwin and Rita Hussey Bob and Vicki Bissillion Darlene Ewings Robert Hussey Shona Black Fabricville Co. Gerry Hway BMO Harris Private Banking Mary Fabris and Paul Chappie Richard Ingram Estate of Myrtle Bookhalter Steve and Heather Farris Interiors Savings Credit Union Elizabeth Borrett Farris, Vaughan, Wills & Murphy LLP Investors Group - Kelowna Branch Celso A. Boscariol FBIG Investigations (Kelowna) IOOF Hall Board of Directors Clive Boulton William and Patricia Fennell IRS Independent Respiratory Services Inc. Epony and Mervyn Bourdillion Steven Finkelman and Family Sylvia Itzcovitch Janet Bray Ross and Linda Fitzpatrick David,Christopher, Gino and Ada Janko Anne J. Bridger Pauline and William Fleming Jewish Community Foundation of Greater Vancouver Patricia and James Britton L Flockhart Marcia Johansson AJ Edwardsand Dorothy Broadfoot Catherine Floe Joy Textiles Co. Ltd Rupert and Cilla Bromley Chris Fong Irene Kalyniuk Barabara L. Brookes Ehhard and Ute Freitag Larry Kancs Al and Jeanette Brown Friends of Fintry Provincial Park Kane, Shannon, Weiler James Browne Dr. W.J. Fred Froese Randir Kang Janet Brumpton Rodney Fry City of Kelowna Kay and Judd Buchanan Anita Funk Kelowna Community Music School Roland and Mary Cacchioni Ruth Galinis Kelowna Museums Society Erika Calissi Geddes Construction Ltd. Kelowna Running Club Goodwill and Daphne Campbell Jerry Geen John Kennedy Les Campbell S Kim and Helene Gellert Sylvia Ketchley Government of Canada Granham and Darlene George Dr. Kong Khoo Dee Capozzi Sunimal Ghosh Kicking Horse Coffee Co. Ltd. Caretenders Retirement Living Christine Gillespie Serena Kim Carta Financial Services Ltd. Linda and Norman Gold David and Susan King Pam Carter David Goldberg Margaret King Juanita Cassidy Dr. David B.K. Golden Peter Kirk Armand Charles Paula and Leon Goldstein Stephen Kirk Fred and Barbara Charman Lillian Goodman Klamps Ventures Inc. Donald Charnaw Sheila and Reuben Goodman Murielle Koe Peter Chataway Michael Goodwin Stan Kominski Mark Chomyshen Morris and Frances Gordon Leanne Hammond Komori Elizabeth and Harry Christie Phyllis and John Gordon Alice and Michael Kotler Shirley Clarke Sue Gordon Elaine and Julian Kotler Jerry Cohen Lorenzo Granito Wolf Krieg Coldwell Banker Horizon Realty Ltd. Cynthia Griffin Marilyn Ksyniuk Community Recreational Initiatives Society Imtiaz Fiona Griffiths Cynthia Lambrecht Team Telus Cares / Jennie Corbett Paul and Pamela Grimm Estate of Ernest Lamoureaux

13 Central Okanagan Foundation Donors

Bob and Lily Lee Darcy Nyrose Cliff and Lois Serwa Greg and Diane Lee Mark Oakley Kerri-Anne Shann Bernie Legatto Mark and Carol Oakley Sharon and Michael Shepherd Deanne Lenarduzzi Odyssey Electric Ltd. Grant Sheridan Michael Lightbody Okanagan Lifetime Networks Assoc Clifford and Barbara Shillington Peter Lightbody Linda Olinger Estate of Lois Sigurdson Sarah Lightbody Dr. John H.W. Oliver Inc. John W. Simpson Walley Lighbody Gwendolyn O’Neill Sharron Simpson Alex Little and Family Orchard City Abbeyfield Society Richard and Sandra Skermer Kelsey Lock Hilary Pada Mary Jane Slavin Nancy Longman Antonia Panio William and Donna Smeltzer Sharon Lukofsky and Saul Papiernik David and Sheila Parsons Ben Smit Raelene Lupichuk Richard Parsons Leah E. Smith Countess of Macclesfield PBS Project Build Society Coreen Sol John Mackenzie The Corporation of the District of Peachland Tom and Brenda Sorge Mackenzie Financial Corporation Brent Peacock Spectrum Rehabilitation Services Inc. Joan Mann Kurt Pedersen Jodi Spitzer and Family Celina Manson Darcy Penkala / Roger and Anne Hughes Theresa Stafford Robert Marriage Dominic and Sharon Petraroia Tim Stanfield David and Maureen Marshall Marina Pettman Robert Steinberg Marshall Real Estate Services Ltd. / Lance Ema-May Pierce Richard and Rosemary Stewart Marshall Phyllis and Dennis Pilon Tamara Stone Charles Martin Gail Plecash Strategic Charitable Giving Foundation Derek Martin Sam Port Margaret Sullivan Stan Martindale Trish Power Kathleen Suttie Adeline Martinek Vicki Presley Dr. Joan Tailyour D.V.M. Darla Mason Colin and Lois Pritchard Foundation Carol Taylor Partick and Wendy McCleery Pushor Mitchell LLP Theatre Kelowna Society John H. McCormack Inc. Phillada Pym Estate of Colin Thompson Cindy McCullough Norman Racicot Jean Thompson David McEwen Reach Out Wayne Bedford Fund Timberlee Financial Ld. Andrea and David McFadden Jerry Redman John and Connie Topp Neil W. and Madelaine McGill Laureen and Jerry Redman Raju Tordes Tanya, Sandy, Colin McKay Beverley and George Reed Rodney Touche Ken McLaughlin John and Audrey Regan Tower Ranch / Leila Tower Kris McLaughlin Imgard Reimer Beryl Tremblay Sherrie McLaughlin Re/Max Kelowna Dr. Mark and Ruth Trueman Robert Middleton Re/Max Kelowna Westside Tiffany Tsang Cheryl Miller Respiratory Homecare Solutions Kelowna Don and Lucy Turri Dorothy Mills A.B. Reynolds May Jane Turton Patricia Miniaci Susan Rhynas Vancouver Whitecaps Paul Mitchell Louise Roberts-Taylor Chris Von Vegesack MMC Software Canada Corp Bettina Rodenkirchen Peter Ventura Alys and Suzanne Monod Lois Rosen Helen Verokosky Corrine and Robert J. Moon Tara and Craig Rosenblatt Lionel Wace Deborah Moore Rotary Centre for the Arts Chris Ward Catherine Morton Rotary Club of Kelowna Ogopogo Peter W. Webster Michelle Morrison Rotary Club of Lake Country Rodney Michalchuk and Barb Wellensiek Jackie Moser Susan Rowed Geoffrey White and Louise Elliott Steve and Lisa Moskowitz Ilva and Derrek Royle James Whiteside Lillian Joyce Moss Eric Ruby Whitworth Holdings Ltd Robert Muir Priscilla Russell Kathleen and Frank Williams Paul and Colleen Mulvihill Richard Saltmarsh Gwynneth Wilson Patricia Munro Lawrence and Marian Sargenia Irene Wilson Rick Mussellam Debra Satok Kenneth Wilson Paul Neufeld Wayne and Cheryl Sauer Dr. Peter, Jan and Jill Wilson Suzanne Neufeld W.M. Scheer Joan Wilsons and Danny Gerela Neurvana Youth Recovery and Wellness Inc. Lin Schierling Joel A. Wiseman Keith Newcomb Debra and Wayne Schissler John and Nancy Woodworth Donna Nicholas Mary Jo Schnepf Ann Wyshynsky Irving Nitkin School District #58 Robert and Lisa Ydo Gary W Nix and Associates Ltd Jodie Schreiner Austin Youngberg Nixon Wenger Ann Scothorne Seymour Zindle Scott, Areta and Jason Norris Nelson and Joan Scott ZLC Financial Group Sir Charles Nunneley Patricia Scott and Roberta Roach Erle and E. Jeanne Nye Elizabeth Seaton

14 COFFY – Central Okanagan Foundation for Youth

icture a community where young people If you’re 14-24 years old and you want to create a positive are involved, informed and inspired. It’s change in your community while meeting new people and possible. We believe that young people gaining experience in areas of volunteerism, philanthropy, who are active in their community and teamwork and leadership, then join in! P experience philanthropy at an early age grow up with a strong sense of responsibility and For more information please call 250.861.6160, email commitment. coff [email protected] or visit their website www.coff y.ca COFFY, the Central Okanagan Foundation for Youth, is a group of youth who work to encourage and support youth engagement, organizations, and activities in our community. Since 2002, COFFY has granted more than $25,000 to youth-focused projects throughout the community, funding everything from skateboard parks to outreach centres.

15 Endowment Funds New funds are shown in bold type

Central Okanagan Elizabeth Fry Society Fund 5,909 Community Funds Central Okanagan Heritage Society Fund 16,457 Community Fund - General 291,676 Central Okanagan Hospice Association Fund 8,918 Community Fund - Arts & Culture 1,025 Central Okanagan Land Trust 60,277 Community Fund - Children, Youth & Family 9,314 Chan Foundation of Canada Fund 5,500 Community Fund - Education 1,100 Cops for Kids Fund 47,333 Community Fund - Health & Community Service 1,028 CRIS Adaptive Adventures Fund 3,100 Community Fund - Heritage & Historical 1,300 Crossroads Treatment Centre Fund 2,394 COFFY (Youth) Endowment Fund 34,059 Dr. Knox IODE Fund 64,762 Lake Country Millennium Community Fund 10,800 Fetal Alcohol Syndrome Fund 47,826 Millennium Community Fund 824,119 First Lutheran Christian School Fund 2,132 Peachland Community Fund 102,931 Mission Creek Greenway Fund 5,028 Williams / Wace Administration Fund 162,423 Girl Guides Central Okanagan Fund 25,052 Animal Welfare Fund 2,001 Gyro Club of Kelowna Bursary Fund 51,805

HUDAC - Gordon Lee Memorial Bursary 5,000 Charitable and Interior Alzheimer Support Society Fund 27,871 Independent Order of Oddfellows Orchard City Organizational Funds Lodge #59 / Kelowna Rebekah Lodge # 36 Fund 10,000 4 Children Fund 4,703 Independent Order of Oddfellows Orchard City Abbeyfield Houses Society Fund 25,042 Lodge #59 - Bursary Fund 23,000 Orchard City Abbeyfield Endowment Fund 5,182 Kelowna 2000 Senior Games Legacy Fund 30,884 ALS Society Fund 7,109 Kelowna Art Gallery Endowment Fund 2,896 Alumni & Friends of Kelowna Secondary School 91,152 Kelowna Art Gallery Renaissance Fund 43,790 B C Farm Women’s Network Fund 5,059 Kelowna Central Lions Club Fund 16,000 BC Guild of English Handbell Ringers Fund 5,047 Kelowna Child Care Society Fund 15,238 B C Orchard Industry Museum Fund 13,326 Kelowna Children’s Fund BC Orchard Industry Doreen Tait Fund 37,402 (established by Madge Bannister Walden) 264,114 BC Volunteer Fire Fighters Millenium Fund 17,923 Kelowna Community Resources Endowment Fund 10,000 Ballet Kelowna Art Creation Fund 63,605 Kelowna & District Society for Community Living Fund 7,025 BMO Employees of the Okanagan Fund 3,545 Kelowna Community Music School Belaire Women’s Society Fund 5,151 Kelowna Community Music School Fund 6,775 Big Brothers Big Sisters of the Okanagan Marie McIntosh Kelowna Community Endowment Fund 5,119 Music School Fund 20,000 Big Brothers Big Sisters Norm Williams K & M Collins Bursary Fund 7,632 Scholarship Fund 5,000 Dorothy Jacobson Bursary Fund 56,345 The Bridge Youth & Family Services Endowment Fund 10,000 KDBA Kelowna Museum Heritage Fund 5,000 Canadian Mental Health Association Kelowna Fund 5,423 People in Motion Kelowna Fund 8,028 Central Okanagan Bursary and Scholarship Society Fund 50,000 Arts Council of the Central Okanagan Fund 10,421 Lillian Ayres Citizenship Award Fund 50,872 Kelowna Friends of Library Fund 5,060 Central Okanagan Child Development Association Fund 115,066 Kelowna Friends of the Musical Arts Fund 5,000 Central Okanagan Crime Stoppers Fund 61,350 Kelowna General Hospital Trust Fund 132,808

16 Endowment Funds New funds are shown in bold type

Kelowna Home Support Fund 164,017 Rutland Minor Baseball Fund 5,991 Kelowna Jaycees Club Fund 55,590 Scouts Canada - Central Okanagan Area Fund 8,217 Kelowna Museums Fund 17,223 Silver Lake Forestry Centre (Children’s Camp) Kelowna Rebekah Lodge Fund #36 BC Forestry Assoc. Fund 49,948 Kathleen Grant Bursary Fund 9,000 SPCA Fund (established by Robert & Ivy Link) 18,824 Ki-Low-Na Friendship Society Fund 6,063 Herb and Marnie Sullivan Fund for Okanagan Kiwanis High Noon Fund 6,250 Boys & Girls Clubs 5,850 Kiwanis Early Childhood Education Fund 10,000 Joan Panton Sunshine Theatre Endowment Fund 59,364 Kiwanis Music Festival Society Fund 5,205 Theatre Kelowna Society Fund 10,756 Kiwassa Endowment Fund 10,000 Tree of Hope Fund United Way Multiple Sclerosis Society of Canada, of the Central Okanagan & Similkameen 14,528 Okanagan Chapter Fund 40,048 United Way of the Central Okanagan Mountain Medical Services Society Fund 5,125 & Similkameen Fund 434,237 Myra Bellevue / Okanagan Mountain Katie Rena Ham Memorial Provincial Parks Legacy Fund 15,000 United Way Endowment Fund 5,000 Naramata - United Church Fund 17,228 Marguerite Fuller Memorial United Way Okanagan Boys & Girls Clubs Fund 11,282 Endowment Fund 125,211 Okanagan Chartered Financial Analysts Fund 65,650 Independent Order of Oddfellows Orchard City Okanagan College Endowment Fund 100,000 Lodge #59 - United Way Fund 10,000 Okanagan College Founders Fund 7,761 Rotary Club of Kelowna United Way Fund 5,059 Okanagan Historical Society Fund 17,500 Kelowna Waldorf School Scholarship Okanagan Life - Kelowna Museum Fund 5,156 and Development Fund 5,000 Okanagan Military Museum Society Fund 11,889 Walker / Link Fund 5,000 Okanagan Music Festival Composers Fund 5,000 Wine Museum Fund 5,642 Okanagan Symphony Society YMCA-YWCA of the Central Okanagan Fund 56,626 Okanagan Symphony Society Endowment Fund 109,002 OSO - Flock Family Fund 14,821 OSO - Dr. Kong Khoo & Noelle Nadeau Family Fund 15,000 Corporate Funds OSO - Dominic and Sharon Petraroia Family Fund 15,000 BMO Harris Private Banking Fund 10,000 OSO - Quadburn Foundation Fund 22,410 Built-Rite Homes Fund 30,000 OSO - Rix Family Foundation Fund 50,000 Destination Homes Endowment Fund 17,540 Plan Okanagan Fund 21,746 F H & P Lawyers Fund 5,500 Portuguese Community Fund 8,039 The Geotility Fund 10,000 Project Build Fund 403,567 Gorman Bros. Lumber Fund 120,000 Project Literacy Kelowna Society Fund 17,284 Grant Thornton / Rutherford Bazett Fund 10,700 Reaching Out to Youth Endowment Fund 10,335 Interior Savings Children’s Fund 105,763 RE/MAX Realtor’s Legacy Foundation 86,124 Kohler Fund 10,000 Rotary Centre for Arts Fund 178,631 Lake City Casinos Fund 30,000 Pat & Bill Fennell Bursary of the Ogopogo The Matcon Fund 25,000 Rotary Club Fund 14,034 National Bank Financial Fund 52,483 Rutland Volunteer Fire Dept. Bursary Fund 9,152 Clients of Pushor Mitchell Fund 32,500

17 Endowment Funds New funds are shown in bold type

RBC Financial Group Fund 5,500 Dolman Family Millennium Fund 9,050 Whillis Harding Fund 10,000 Travis Lefebvre Dosch Memorial Fund 10,300 Wood Gundy Fund 31,500 Earnest Dudgeon Fund 5,000 John & Linda Edwards Family Fund 37,857 Ellis Family Fund 50,000 Individual and Family Funds Paddy Malcolm English Scholarship for the Marcia Aitkens Fund 911,825 Performing Arts Fund 16,620 Althorp Family Fund 15,000 Suzanne Erskine Memorial Fund 10,100 Jane C Alton Scholarship Fund 10,000 Mary T. Fabris and Paul F. Chappie Fund 33,733 Dr. Walter and Catherine Anderson Family Fund 15,000 John and Wendy Falkowski Family Fund 8,300 Appleton Family Fund 3,500 Russel & Elsie Fee Family Fund 55,000 Harold Armeneau Family Fund 5,541 William and Patricia Fennell Family Fund in memory Arsenault Marshall Family Fund 8,297 of James H. Gray 41,339 Eveline Aynsley’s Endowment Fund for the Honourable Ross Fitzpatrick Family Fund 35,350 Ethical Treatment of Animals 428,813 Marjorie and Perry Flett Family Fund 7,000 Rev. Albert Baldeo Memorial Fund 10,657 Carmela & Elmo Gallucci Fund 73,500 Russell & Bill Bennett Fund Geddes Family Fund 40,000 (in memory of their sister Anita) 250,070 Beverley Gorman and Bill Reedy Fund 5,000 R.J. Bennett Family Fund 57,500 Dick & Jean Hall Funds 1,486,652 W. A. C. Bennett Fund 31,710 Grossmith Ruckstahl Family Tree Fund 5,331 William & Audrey Bennett Family Fund 10,000 Jack & Lorna Hambleton Memorial Scholarship Fund 13,889 J.W. Bootle Family Fund 10,550 Aurore Hamel Memorial Fund 10,000 Wendy (F.G.) Bootle Memorial Fund 25,080 Ken and Gwen Harding Family Fund 15,000 Elaine Borden Fund 10,319 May & Percy Harding Family Fund 12,500 James & Frances Bowes Fund 50,000 Temie Ann Harding Memorial Fund 15,000 Frank and Vera Brennan Fund 90,346 Kay and Russ Hawley Family Fund 25,633 Jack Brow Memorial Fund 9,853 Henry / Stewart / Russell Admin Legacy Fund 178 Browne Family Fund in memory of Jeremy Browne 25,050 Herdman Family Fund 10,000 Gerry Brumpton Memorial Fund 10,350 Jennifer Hindle Arts Fund 9,819 Captain C.R. Bull Family Fund 30,208 Morley Oswald Howell Family Fund 25,100 Capozzi Family Fund 288,487 Una and William Hoyle Family Fund 4,878 Herb Capozzi Memorial Fund 3,635 J W Hughes Fund 5,928 Cardoso Family Fund in memory of Paul Cardoso 15,423 Cynthia (Ellis) Hunter Fund 1,912 Carruthers Family & Meikle Family Fund 10,925 G.S. Hyde Fund 121,686 Mary H. Cheety Fund 50,000 Erik Shane Hussey Fund 4,242 Dr. David Clarke Bursary Fund 13,578 Douglas & Livia Jackson Fund 10,000 Daryl Cochran Legacy Fund 30,982 William and Charlotte Kitt Fund 775,024 Am Corrado Scholarship Fund 13,259 Dina and Mel Kotler Fund 6,075 Edith M Crossley Memorial Fund 47,336 Mel Kotler Memorial Fund 5,907 Ephriam Arthur Day Family Fund 5,100 Lapointe-Schnepf Family Fund 50,000 Donald & Ann Dearle Fund 25,000 Kiwanis W. Cecil Law Memorial Fund 5,188

18 Endowment Funds New funds are shown in bold type

Walley and Marietta Lightbody Family Fund 5,000 Jack and Helen Serwa Fund 6,433 Gweneth Lloyd Betty Farrally Memorial Scholarship Fund 14,533 Joan & Horace Simpson Family Fund 25,102 Bernice Mabee Memorial Fund 20,100 S.M. Simpson Family Fund 21,220 Joan and Al Mann Community Fund 15,500 Smart Move Youth Sailing Initiative Fund 18,331 L.E. Marshall Family Fund 5,000 J. Bruce and Ann G. Smith Fund 364,299 D.G. McConachie Family Fund 6,000 Coreen Sol - Ben Smit Fund 3,681 McKergow Family Fund 7,469 John & Irene Spicer Fund 552,242 Mackenzie Family Fund 52,647 Paul Spoljaric / Rutland Minor Baseball Assoc. Fund 10,000 Bertha and A. Cameron McMurchy Fund 5,000 Richard John Stewart Family Fund 51,102 Fiona Elizabeth Mills Bursary Fund 6,877 Charles E. Stuart Family Fund 5,000 James P. Mills Memorial Fund 264,437 Jim and Anna Stuart Family Fund 5,000 Leonora and Dwight Moody Fund 50,000 Ursula Surtees Endowment Fund 5,989 A.W. and L. Moore Fund 54,500 Charles M. Suttie Endowment Fund 17,126 Cecil E. & Vera I. Moore Fund 917,838 Dr. Joan Tailyour D.V.M. Fund 500,000 Estate of Eleanor Morrison 254,305 Roger Tait Memorial Award Fund 5,500 Mountain Shadows Fund 5,150 Tonto Endowment Fund 30,000 Mary Catherine Neave Bursary Fund 10,301 Janson Towers Gift Fund 12,105 John W. & Barbara Newson Fund 100,346 Anita Tozer Memorial Fund 10,585 Larry Nicholas Memorial Fund 19,215 Truswell Memorial Scholarship Fund 32,975 Oakley Family Endowment Fund 1,450 Turri Family Fund 16,000 Edward and Shirley Ogelski Animal Welfare Fund 10,171 Mike & Cherald Tutt Family Fund 49,972 Ottman Fund 152,998 Trientje van Dijken Fund 9,640 Charles Pettman Family Fund 18,760 Vataman / Shirritt / Relph Fund 151,500 Harold and Marina Pettman Fund 22,678 Lionel and Helen Wace Fund 57,523 Rea & Veta Peverley Fund 585,907 Roger Watts Memorial Fund 13,671 Trevor and Verna Pickering Family Fund 20,092 White / Elliott Family Fund 15,020 A.R. & C.J. Pollard Family Fund 62,757 Catherine Whiteside Memorial Fund 15,000 The Colin and Lois Pritchard Foundation 8,550 Ruth Nuyens Whitson Fund 16,500 Judy and Greg Quaedvlieg Bursary Fund 13,230 Peter & Mary Wiens Fund 210,326 Camillo Rampone Family Fund 5,000 Lisa Wilhelm Memorial Fund 20,000 Thomas & Eleanor Reece Fund 20,181 James Donald Wilson Fund 12,110 Reynold’s Tuba Fund 50,000 John A. Witt Family Fund 10,000 A.B. and M.G. Reynolds Fund 2,009,999 John and Nancy Woodworth Family Fund 200,034 Willie Rometsch Foundation Fund 8,200 Lorraine Zimmerman Memorial Fund 5,100 Bob Ross Memorial Fund 6,363 Ron and Priscilla Russell Family Fund 57,203 Taraleigh Russell Memorial Fund 40,793 TOTAL FUNDS: 19,002,205 Ken Sarnecki Memorial Fund 3,741 Werner Schmidt Family Fund 10,000 J.W. and M.E. Scott Family Fund 21,250 Cliff & Lois Serwa Fund 18,000

19 Statement of operations and changes in net assets

Central Okanagan Foundation Year ended August 31

Restricted Unrestricted Total Total Endowment Flow-through Capital Impact Investment Operations 2012 2011 Funds Funds Fund Fund Fund Fund Revenue Endowment contributions 929,542 929,542 903,358 Flow-through donations • General 65,094 65,094 571,527 • City of Kelowna grants 86,300 23,000 109,300 135,000 • District of Peachland grants 4,000 4,000 2,000 • Bursary and scholarship 13,207 13,207 37,632 Investment returns • Interest and dividends 239,793 239,799 245,835 • Gain on equity portfolio 567,081 567,081 707,562 Donations • Annual report 8,000 8,000 8,400 • Other 263,524 39,054 302,578 896,523 Fundraising 17,258 Special projects 4,572 • Vital Signs 15,000 15,000 • Homelessness Partnering Project 18,772 18,772 In-kind contributions 44,794 44,794 44,803 Administration fee 219,129 219,129 208,993 929,542 168,601 263,524 806,874 367,755 2,536,296 3,783,463

Expenditures Administration 470,304 470,304 362,215 Administration fee 219,129 219,129 208,993 Amortization 4,616 4,616 3,855 Distributions 36,700 583,391 620,091 435,750 Flow-through funds 169,996 169,996 225,933 169,996 4,616 36,700 802,520 470,304 1,484,136 1,236,746

Excess (defi ciency) of revenue over expenditures 929,542 (1,395) (4,616) 226,824 4,354 (102,549) 1,052,160 2,546,717

Net assets, beginning of year 18,067,612 573,672 7,372 910,181 802,195 20,361,032 17,814,315 Excess (defi ciency) of revenue over expenditures 929,542 (1,395) (4,616) 226,824 4,354 (102,549) 1,052,160 2,546,717 Interfund transfers 55,056 (488,000) 3,803 (478,956) 805,548 102,549

Net assets, end of year 19,052,210 84,277 6,559 658,049 1,612,097 21,413,192 20,361,032

Prepared by Management. For a full copy of our audited fi nancial statements, please contact our offi ce. 20 In Memory

Lionel Wace

ver 35 years ago, Lionel Wace had an idea. It started with a dream, grew into a O mission, and became a significant part of his life’s work! To say Lionel’s story is inspirational is an understatement. It is also a wonderful reminder of how much can be accomplished when you plant the seeds of a vision and dedicate efforts to nurture growth in community giving. Among the broad range of notable accomplishments that bear Lionel’s mark is the formation of the Central Okanagan Foundation.

Lionel Wace An Okanagan based supervisor for the Ministry of Social Services in the early 1970’s, Lionel recognized the inherent risk of relying solely on government money to solve community issues. He believed too much dependence on the government was not only regressive for the community, but negative for its residents. Lionel envisioned a separate organization that could offer a flexible, responsive and personalized structure for giving, where donors could make a difference in the community they called home. As usual, forward-thinking Contributions Lionel was absolutely right. were received in memory of: Lionel’s mission became setting-up a community foundation in the Central Okanagan for the purpose of raising funds to address community needs. With the fellowship and help of Rev. Albert Baldeo Frank Williams, Ish Holmes and a cast of characters that have come to be known as the COF Pat Bradley “Founders”, Lionel’s dream became a reality and Central Okanagan Foundation was born. Marilyn Bushell Herb Capozzi Lionel’s passion and dedication to the community foundation movement remained strong Ryan Cridland throughout his life. As he so humbly stated, “Anyone can leave a legacy”. Lionel passed away Alf Gatzke on March 2, 2012 at the age of 92. Jennifer Hindle Mel Kotler Wilma Newton We gratefully thank the Ken W. Arcuri Peter Olinger following donors who Cynthia Hunter Walda Reszitnyk have named the Central A.B. Reynolds Willie Rometsch Future Gifts Okanagan Foundation in R. Robertson Herb Sullivan their wills, life insurance Ann Scothorne Lionel Wace policies, RRSP’s, RRIF’s, or Carol Taylor Roger Watts other planned financial gifts. Kenneth Wilson

Have you thought about leaving a gift for your community in your will?

Anyone can leave a legacy. Remember, it’s not the size of the gift, but the act of giving that makes our community such a great place to live. The Central Okanagan Foundation makes giving easy. For information on leaving a bequest to the Foundation please contact Bruce Davies by phone at 250.861.6160 or via email at: [email protected]

For sample wording for wills visit our website at www.centralokanaganfoundation.org

21 Foundation Leadership

2011-2012 Board of Directors

Louise Elliott, Chair Craig Gronsdahl, Vice-Chair Ross Langford, Secretary Brian Sanders, Treasurer Adrienne Skinner Sharon McCoubrey Jodie Foster Sexsmith Louise Roberts-Taylor Melanie Hall-Szyszkiewicz Gail Plecash Shelley Gilmore www.brucekempphotography.com Board of Directors

From the back, left to right: Bruce Davies, Melanie Hall- Szyszkiewicz, Louise Roberts-Taylor, Gail Plecash, Craig Gronsdahl, Shelley Gilmore, Brian Sanders From the front, left to right: Sharon McCoubrey, Louise Elliott Regrets: Ross Langford, Adrienne Skinner, Jodie Foster Sexsmith

Staff Kendal Currie, KCK Photography Bruce Davies, Executive Director COF Staff Mark Oakley, Finance Director Cheryl Miller, Grants Manager From left to right: Mya Brewis, Office Assistant Bruce Davies, Mya Brewis, Cheryl Miller, Shannon Born, Shannon Born, Community Entity Coordinator Mark Oakley

As a member in good standing of Community Foundations of Canada, the Central Okanagan Foundation shares a commitment to demonstrating philanthropy as a powerful catalyst for strengthening communities.

22 #217–1889 Springfi eld Road Kelowna, BC V1Y 5V5 250.861.6160 www.CentralOkanaganFoundation.org