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2020 PARTNERSHIP Shevchenkofoundation.Com • STEWARDSHIP Leadership •Stewardship•Partnership • LEADERSHIP Leadership •Stewardship•Partnership 202-952 Main Street Winnipeg, Manitoba R2W 3P4 2020 PARTNERSHIP shevchenkofoundation.com • STEWARDSHIP Leadership •Stewardship•Partnership • LEADERSHIP ШЕВЧЕНКІВСЬКА ФУНДАЦІЯ РІЧНИЙ ЗВІТ TM The new Kobzar Book Award statuette, “Kobzar” by Toronto sculptor Oleh Lesiuk SHEVCHENKO FOUNDATION ANNUAL REPORT НАША МІСІЯ РАДА ДИРЕКТОРІВ BOARD OF DIRECTORS Українська канадська Фундація ім. Т.Шевченка – це TABLE національна благодійна організація, що створена для збереження, підтримки та розвитку українсько- канадської OF CONTENTS культурної спадщини. Фундація сприяє вдосконаленню процвітання української громади для збагачення канадського суспільства шляхом лідерської позиції у створенні й Board of Directors and Committees ......1 підтримці постійного фонду пожертвувань. President’s Message ...................................2 OUR MISSION Андрій Борис Балан Скотт Армстронґ Ірка Мицак Гладишевський Q.C. Boris Balan Irka Mycak Investment Committee Report ................4 Scott Armstrong The Ukrainian Canadian Foundation of Taras Shevchenko is a Andrew VICE-PRESIDENT SECRETARY-TREASURER DIRECTOR, national, chartered philanthropic institution dedicated to the Hladyshevsky, Q.C. TORONTO, ON WINNIPEG, MB TORONTO, ON PRESIDENT Audit Committee, Governance Committee preservation, promotion and development of the Ukrainian Grants ..............................................................6 EDMONTON, AB Human Resources Committee Canadian cultural heritage and to the advancement of a flourishing Ukrainian community for the enrichment of Canada by providing leadership in building and sustaining a permanent Mitacs Globalink Program .......................14 endowment fund. Canadian First World War Internment Recognition Fund ...............16 НАША ВІЗІЯ Our Annual Campaigns ............................18 Українська канадська Фундація ім. Тараса Шевченка призначена бути передовою неприбутковою фундацією, Ґордон Ґордей Орест Скляренко Орися Ленні, C.M. Адріян Бойко Ліда Нарожняк Gordon Gordey Adrian Boyko що підтримує розвиток української громади в Канаді і The 2020 Kobzar™ Book Award ...........20 Orest Sklierenko Oryssia Lennie, C.M. Lidia Narozniak DIRECTOR DIRECTOR DIRECTOR DIRECTOR DIRECTOR визнає українсько-канадську спільноту, як національний і EDMONTON, AB TORONTO, ON EDMONTON, AB SASKATOON, SK HAMILTON, ON фундаментальний компонент канадського суспільства. Reach Mentorship ......................................22 Chair, Audit Committee Governance Committee, Audit Committe Chair, Nominating Committee, Chair, Governance Committee, Nominating Committee Human Resources Committee Nominating Committee OUR VISION 2020 Donations The Ukrainian Canadian Foundation of Taras Shevchenko will be a premier not-for-profit foundation inspiring community Annual Donations ................................23 development in a Canada that acknowledges Ukrainian Canadians as nation-builders and a fundamental component of In Memory & In Honour Canadian society. Donations ...............................................28 ДЕКЛАРАЦІЯ ЦІННОСТЕЙ І КЛЮЧОВІ ЦІННОСТІ Ways to Give ................................................30 ІНВЕСТИЦІЙНА КОМІСІЯ INVESTMENT COMMITTEE Українська канадська Фундація імені Тараса Шевченка з An Extraordinary Life ...............................32 повагою ставиться до минулого та сумлінно працює над майбутнім української громади в Канаді завдяки ефективній співпраці своїх жертводавців, грантоотримувачів, волонтерів, An Extraordinary Legacy ..........................33 персоналу та ради директорів. Всеосяжність, сумлінність, самодостатній розвиток, Designated Funds ......................................34 натхненність, творчість, відповідність сучасним вимогам. Kobzar Fellowship .....................................35 VALUES STATEMENT AND CORE VALUES Давид Чуко Андрій Кулик Дмитро Дутка Таня Вилумсен David Chucko Andrew Kulyk Dmytro Dutka Tania Willumsen Independent Auditor’s Report ...............36 The Ukrainian Canadian Foundation of Taras Shevchenko CHAIR MEMBER MEMBER MEMBER BURNABY, BC WINNIPEG, MB TORONTO, ON CALGARY, AB respects the past, celebrates the present and promotes the future of the Ukrainian community in Canada with the synergy History of the of all stakeholders including grantees, donors, supporters, Shevchenko Foundation ..........................42 volunteers, staff and Board members. Inclusiveness, integrity, sustainability, spirit, excellence, Board of Directors from Inception ...... 44 creativity, innovation. SHEVCHENKO FOUNDATION ANNUAL REPORT ШЕВЧЕНКІВСЬКА ФУНДАЦІЯ РІЧНИЙ ЗВІТ 1 PRESIDENT’S MESSAGE ЗВЕРНЕННЯ ПРЕЗИДЕНТА As President of the Ukrainian Canadian Foundation of Taras Shevchenko, I am pleased to provide this year’s Annual Report. Як Президент Української Канадської Фундації імені Тараса Шевченка, я радий представити цьогорічний звіт. We began our fiscal year with great excitement. We welcomed a new Executive Director, a new Chair of the Investment Committee, and Board Початок цього фінансового року був дуже хвилюючим. Ми вітали нового Виконавчого Директора, нового Голову Комітету з Iнвестицій, member – Boris Balan. We planned for the eighth biennial Kobzar™ Book Award – replete with a new statuette, we awarded a new Ukrainian та привітали нового члена Дирекції - Бориса Балана. Ми також планували провести восьме нагородження книжкової премії Kобзаря, Canadian short prose writer, and prepared to award another young artist seeking to reach for the stars. збагачену новою статуеткою, а також вручити винагороди талановитому українсько-канадському творцю малої прози, та одному молодому художнику, що прагне дотягнутися до зірок. Even in the face of the COVID-19 pandemic, we fulfilled our plan and achieved our goals. I навіть перед обличчям пандемії КОВІД - 19 ми виконали цей план і досягли наших цілей. This past fiscal year, the Board of Directors of the Shevchenko Foundation allocated funding assistance in the amount of $455,053 to 89 projects. These range from a commission of new jazz music by Canadian musician John Stetch, to the creation of a memorial stained-glass У минулому фіскальному році Рада Директорів Шевченківської Фундації виділила фінансову допомогу в розмірі $455,053 доларів installation in England to honour Ukrainian Canadians who served overseas during the Second World War. 89 проектам - від замовлення нової джазової музики канадським музикантом Іваном Стетч (Стечишином), до створення меморіальної вітражної інсталяції в Англії на честь українських канадців, які проходили службу за кордоном під час Другої світової війни. In March, 2020 we celebrated the 8th awarding of the Kobzar™ Book Award with the production of a new award ceremony by young professional Ukrainian Canadian talent. It was my pleasure that evening to present the winner of the 2020 Kobzar™ Book Award, Laisha У березні 2020 року ми відсвяткували 8-ме вручення книжкової премії Кобзаря з проведенням нової церемонії нагородження, Rosnau, with a new statuette, the “Kobzar”, a commissioned sculpture by Toronto artist Oleh Lesiuk. продюсерами якої були молоді професійні українсько-канадські театральні таланти. Того вечора я із задоволенням вручив переможниці книжкової премії Кобзаря, Лесі Роснау, нову статуетку “Кобзар”, створену художником з Торонто, Олегом Лесюком. The Shevchenko Foundation emphasized the importance of inspiring young Ukrainian Canadians through the awarding of the REACH Mentorship/Residency for the Arts award, and the newly launched Emerging Writers Short Prose Competition. Шевченківська Фундація підкреслила важливість підтримки молодих українських канадців за допомогою присудження премії REACH Mentorship / Residency for the Arts, а також завдяки нещодавно розпочатому конкурсу короткої прози письменників-початківців. As our fiscal year came to an end March 31, 2020, the shock of the COVID-19 virus had resulted in a single-worst day of stock performance since the late 80’s, leaving its mark on our own investment portfolio. We faced the reality of having lost all the gains made in the fiscal year Коли наш фінансовий рік закінчився 31 березня 2020 року, шок від вірусу КОВІД - 19 призвів до падіння акцій до найнижчого рівня, and had to “close our books” on, at that point in time, an un-recovered market. We closed the year with an annualized rate of return of -2.4%. зафіксованого з кінця 80-х років, що, звичайно, залишило свій відбиток на нашому власному інвестиційному портфелі. Ми зіткнулися з реальністю втрати всіх доходів, здобутих протягом фінансового року, і були змушені “закрити наші книги” з негативною річною нормою As I have reiterated in many Annual Reports, we are very proud of our Investment Committee. The choices made by the Shevchenko прибутковості, -2.4%. Foundation in handling its investment capital has once again proved that our investment strategy has resilience. Our First Quarter of the new fiscal year beginning April 1, 2020 resulted in our portfolio experiencing an 11% positive rate of return. This has effectively eliminated Як я не раз повторював у своїх щорічних эверненнях, ми дуже пишаємося нашим Iнвестиційним комітетом. Вибір, зроблений all the negative consequences of the March downturn and the disciplined approach of the Investment Committee following our Investment Шевченківською Фундацією щодо розподілу власного інвестиційного капіталу, ще раз довів, що наша інвестиційна стратегія вірна. Policy, coupled with our security selection and the management of our funds, leaves all of us satisfied with our current position. Перший квартал нового фінансового року,
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