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At time of printing this Annual Report is sponsored in part by: EDMONTON COMMUNITY FOUNDATION • ANNUAL REPORT 2009 REPORT • ANNUAL FOUNDATION COMMUNITY EDMONTON

Vision Creative Inc.

This annual report was printed on recycled paper. EDMONTON COMMUNITY FOUNDATION • ANNUAL REPORT 2009 Designed by Vision Creative Inc. www.visioncreativeinc.com 20 Years Governance Committee of Ove Minsos (We were saddened when Tom Olenuk Committee Nominators Tom Olenuk passed away suddenly in November 2009) Larry Pana, Chair Neena Ahluwalia Anne Smith of Giving Reg Basken Joanne Beaton Greg Jaycock George Dawson Ove Minsos Justice Sheila Rod Rode Greckol

Edmonton Community Foundation is celebrating Neil Gower 20 years of philanthropy in Edmonton. Over those Rod Rode

20 years, the Foundation has gained a reputation in Joanne Beaton the community for its expertise at building bridges between donors’ wishes and the needs of charities. Zaheer Lakhani The generosity of our donors has helped make ECF the fourth largest community foundation in Canada.

Donations to the Foundation are endowed, which means they are permanently invested for long term growth. The initial gift grows through investment to provide ongoing support – forever. Earnings from the donations provide ongoing support to charitable activities.

Over these past 20 years, the Foundation’s assets have grown to more than $250 million and have granted more than $110 million to the community. We think this is something worth celebrating. Table of Contents

Report from the Chair and CEO 2 Legacy Donors 5 Funds, Grants and Disbursements 24 Financial Highlights and Reports 41

20 Years of Giving 1 Report from the Chair & Chief Executive Officer

Anniversaries give us a chance to reflect on What this means is that every year of our the past and to look ahead to the future. As next twenty years (even in times of financial we near the end of our 20th anniversary year, crisis or slower growth) millions of dollars the looking back is easy. The three founding will be put to work in our community families from 1989, John and Barbara Poole, – invested in essential work in health, Bob and Shirley Stollery and George and education, social services, arts and culture, Rae Poole, are clearly and happily brought to recreation and the environment. As a result, mind, especially because Barbara and Shirley Edmonton will be a better place than it are still very much with us! would be otherwise – for all of us. What perhaps isn’t so widely known is the Several important things happened in 2009. vision of these families – matching well their After reviewing and fine tuning our asset generosity. Although each family had its own mix and investment policies, ECF’s portfolio particular charitable interests, they all put achieved the highest return on investment significant assets into a “community fund” ever: 14.75% (15.24% gross of fees). Generous so that the Foundation of the future could donors contributed more than $18 million respond to emerging issues and urgent last year, despite the uncertain economic needs that weren’t apparent twenty years climate. More than $10 million was disbursed ago. The community fund has grown over to local charities during 2009 and more the years, although the challenge remains than a hundred and fifty students received to respond strategically and effectively to scholarships and bursaries. increasing needs in our community as other During this anniversary year, we also made funding sources stagnate. strategic efforts to reach out more broadly So, our first twenty years are worth into the Edmonton community. We invited celebrating. From founding gifts totalling hundreds of people to a speaker series on $15 million, ECF assets have grown to more the Future of Community and we distributed than $250 million at the end of 2009. And our first magazine, Legacy in Action, to tens during that time, more than $1 10 million has of thousands of Edmontonians. Another been distributed to hundreds of mostly local successful Wills Week was held and the charities. They have done excellent work Social Enterprise Fund and Edmonton & with those resources – thousands of people Area Land Trust continued to grow. have been helped to address pressing needs Significant community investments continued and to respond to creative opportunities. in the several Foundation Directed Initiatives – As well, in our first twenty years, hundreds supporting high performing organizations and of other donors have joined the founders in key collaborations, especially with our closest setting up endowments at ECF – more than partners, United Way of Capital 550 named funds have been established Region and City of Edmonton Community and hundreds of will intentions have been Services. These collaborative projects recorded. allowed us to leverage our funds to bring more resources to bear on urgent community

2 Edmonton Community Foundation • Annual Report 2009 problems and longer term opportunities. Mission

We also invested staff time in community The Edmonton Community Foundation exists leadership efforts – going well beyond the to help the people of Edmonton and area funding we were able to provide. by encouraging philanthropy and funding charitable activities. At the Board level, we are sad to be saying Through contributions from donors, the good-bye to four key leaders who have Foundation assembles and administers served us well for many years: Karen Platten, permanent pools of capital so the returns can be perpetually reinvested in our community. Chair, John Holmlund, Deputy Chair, Ove The Foundation complements and supports Minsos and Zaheer Lakhani – they all served other charitable agencies. the maximum years allowed as Directors. Fortunately, the Committee of Nominators has provided worthy successors. Several Vision committee members have also completed 21st century vision for Edmonton Community their terms and we thank them for their Foundation: service to us and to you. • Trusted by donors as the first choice to create endowments As we enter our third decade of operations, • Recognized by charities as the primary this anniversary is an ideal time to say again source for grants that meet community how grateful we are for all of the generous needs, enrich people’s lives and build an enduring legacy of positive change donors whose commitment to Edmonton • Acknowledged by community leaders as never fades. Your continued support and the right place for innovative and prudent confidence in the Foundation has allowed investments in Edmonton’s future. us to make a lasting and positive impact on this community we share. Values The confetti strewn pages of the annual report highlight the theme of celebration. The Edmonton Community Foundation values: • Its relationships with the community including Because it is your foundation, we are donors, grantees, volunteers and staff delighted to wish you: Happy Anniversary! • Its role as a catalyst for building and strengthening our community • The integrity, autonomy and independence of others • Openness, honesty, accessibility, fairness Karen Platten Martin Garber–Conrad and mutual respect Chair Chief Executive Officer • Community leadership, visionary thinking and innovation • Fiscal prudence through efficient and strategic practices.

20 Years of Giving 3 The Power of Endowment

For 20 years Edmonton Community to respond to evolving needs. Soon this Foundation has worked closely with donors fund will have provided more than the to create endowment funds that reflect total amount in gifts to the fund – over their charitable interests. The Foundation $10 million. Throughout the years the now holds over 550 endowed funds that Foundation’s Board of Directors and support an array of charitable causes that advisory committees have been able to put benefit arts, culture & heritage, recreation donor dollars to good use for emerging & leisure, education & learning, social & community priorities. Early investment in community services, health & wellness and charitable organizations has helped build the environment. some of our most valued community assets such as Big Brothers Big Sisters Society of Donors to the Foundation know that their Edmonton, the and the gifts will be carefully invested and they trust Bissell Centre. us to provide prudent stewardship of their endowments. There are a number of ways This is the power of endowment – building for donors to make gifts to the Foundation funds over time so that gifts can continue including gifts to existing funds or the to benefit our community and fulfill donors’ creation of named funds. Gifts can be cash, philanthropic dreams forever. publicly traded securities, bequests, life insurance policies or other assets. Gifts can also be made through the General Community Fund, which is also marking 20 years. This is a discretionary fund established to allow the Foundation

4 Edmonton Community Foundation • Annual Report 2009 Gifts Planned for the Future

We thank the many generous donors who have planned gifts that will create or add to endowment funds at a future date – gifts such as those made in wills or through life insurance or other estate planning tools. When Edmonton Community Foundation is aware of these plans, we have the opportunity to put documents in place to ensure we understand how we are to use the funds in a way that brings each donor the greatest meaning and personal satisfaction. Thank you to the following donors for indicating they have made such a future gift.

Anonymous Helen Davies Sarah & Martin Anne Kirkpatrick Louise Perkins Thomas Summers Gouin & Geoffrey King Paul & Carol Elly de Jongh Doris Tanner Dree Thomson Arnold-Schutta L. Neil Gower Larry & Kathy Pimm -Diamond Anne Marie Decore Klaus Diana M. Bacon Bill Grundy Karen Platten Olive Thorne Randy Diamond Phillip Frank Robert A. Bailey Brian & Frieda David & Cheryl Darryl Trueman David Dickinson Lambert Haliburton Porter Geoff Ball & & Colette Mandin Constance David & Joan Amanda Newton Francia Harvonen Dan Post Unsworth & Dolores Dilkie Laurie Marshall R.C. (Reg) Basken Kathryn Monica Prelusky Dennis Dixon Barbara Leah Palichuk Hawkesworth & Don Onischak Vaughn Elaina Dorsey Bill Lee John & Andrea & Tammy L. Dawn Hawley Gordon Prest Wallin Beakhouse Pat Eidem Morris & Doreen Brian & Jeanne Josh Ramsbottom Lepine Joseph & Barbara Bowman Leta Gene Eisert Hetherington & Shannon Wadona Walsh Peg Linton Zwicker Michael Bull & Diann Etter Don Hight & Jack & Marjorie Family Karen Iversen Jim MacLean L.J. (Larry) Ricard Terry & Vicki Watson Nora Bumanis Fannon Margaret Hiller William, Mufty, Gene Robb Marguerite Webb Kyle & Kory Irene Carter Pamela Farmer Jane Hopkinson Era Rowles Mathewson Eileen Werner Ross & Muriel Malcolm & Avau Don Howden Maria T. Schneider Lilian McEwen Peter & Anne Cheriton Fast & Jane Squire Wally & Rosanna Wightman Howden Letha McKee John Choi Keith Ferguson Sczebel Ian & Betty Jean Garnet Ireland John McPherson Richard C. Clayton Jean Fitzsimmons Albin J.E. Shanley Willing Clare & Tammy Robert & R. Earl Clements Terry Fuga & Hal Simonson C.J. Woods, FCA Carol Watson Irwin Kathryn Merrett Bert & Joyce Jerome Slavik Don & Leona Yez David & Karen Jeu Ron & Lynn Cook Robert Gellatly Odynski Peter Sorrell John & Olivia Herbert Junker John Corbett Jaima Geller Young Al & Fran Olson Alex Stephens Scott & Lorraine Jean & Barbara Ken & Ruth Keast Esther Ondrack David Earl Crepin Genge Stewart Ann Kendall Vital & Colleen Carla Cumming Karen Good Ouellette Craig & Mark Sojonky & Pat Kirby Donna Gordon Stumpf-Allen Frank Sojonky Ron Gorgichuk Peter Cunliffe

20 Years of Giving 5 Fabian Hopkins

The intent of Fabian’s fund is to help teach him the value of philanthropy.

6 Edmonton Community Foundation CULTIVATING YOUNG PHILANTHROPISTS

FABIAN BUBEL HOPKINS FUND

When asked, Fabian Hopkins With guidance from his mother, Fabian knows that the FIFA World Cup looked into what he could do with the is in Johannesburg, South Africa. returns generated by the fund in 2009. He’s quite sure it’s in 2010 but he’s A UNICEF brochure listed a number uncertain about the month. of ways donors could help children in the developing world. He decided he Fabian, you see, is eight years old could buy a lot of soccer balls with the and nuts about soccer. He’s on a team money available from his fund. Soccer that only plays in the summer but he is played by children all over the world, likes to kick the ball around all year, from Togo to Brazil to Edmonton, but even in the snow. He recently had the some aren’t lucky enough to have opportunity to share his enthusiasm a proper ball. for the game with kids in developing countries. Fabian may not completely understand the meaning of philanthropy or In 2009 a family friend established comprehend the idea of perpetuity. a permanent endowment in Fabian’s But as he grows older, his fund will name at Edmonton Community grow as well and by the time he Foundation. The intent of Fabian’s enters adulthood he’ll have had the fund is to help teach him the value experience of seeing first hand the of philanthropy. That’s an abstract difference young philanthropists can concept for an eight year old. It was make in the lives of children in need. explained to him that a pot of money was put aside in his name and every Right now, Fabian is happy with his year he will have some money available donation of soccer balls. After all, some to give away to help other people. children in South Africa may be kicking those balls around during the World Cup. He thinks that’s pretty cool.

20 Years of Giving 7 NEIGHBOUR HELPING NEIGHBOUR

BISSELL CENTRE

Neighbour helping neighbour. That’s He has been volunteering ever since the vision of the Bissell Centre – a place – working wherever he’s needed that serves as a centre where people can and doing relief work whenever he’s gather and interact and acts as advocate asked. Neil is proud of his role and his for those who aren’t empowered to involvement has been acknowledged speak on their own behalf. with several awards including a Volunteer of the Year Award, a human rights award Philanthropists are important to and recognition at the Alberta Legislature. supporting the valuable work of the centre but they are not the only ones Shelley Williams, executive director of who give back to this community. Neil the Bissell Centre, acknowledges that Kennedy has been a volunteer at the without the support of the Edmonton Bissell Centre for more than 10 years Community Foundation and other and he recognizes its value. Over generous donors the Bissell Centre the years he has benefitted from its would not be able to offer the services services – employment services when it does. But she also recognizes the he needed help finding a job, laundry importance of the work of people services when he was living in his truck like Neil to help keep things running. and needed clean clothes, the drop-in “It’s all of us together”, she says, centre when he needed a warm place “donors and volunteers and the diverse to go and a hot drink. Neil recalls how contributions that we all make to help.” he started his volunteer work. When once having a coffee he noticed some crumbs on his sleeve so he found a cloth and began to wipe the table.

8 Edmonton Community Foundation • Annual Report 2009 Neil Kennedy & Shelley Williams

“It’s all of us together, donors & volunteers, and the diverse contributions we all make to help” – Shelley Williams

20 Years of Giving 9 Neil Fenna

“We think that a person is not measured by what they have earned but by what they have given away, and the best way to give is without any expectations.” – Neil Fenna

10 Edmonton Community Foundation • Annual Report 2009 GIVING BACK TO THE COMMUNITY

EDMONTON LEGAL COMMUNITY FUND

Neil Fenna and his partners at the Ritchie of Alberta Faculty of Law students and Mill Law Office knew they wanted to help to support the Alberta Lawyers’ Assist the community in which they make a Program, a society that helps lawyers, living, not only by investing in their own articling students and their families profession but by contributing to the larger with personal issues. The Fund will also community. In developing a strategy for contribute to the broader community charitable giving Neil raised the idea of through ECF’s community fund. a permanent endowment fund. With the Fund now established, the goal is “The partners at the firm enthusiastically to encourage other members of the legal embraced the endowment fund”, says Neil. community to help grow the fund through “They also put up the initial investment to contributions and, as Neil puts it, turn a get the fund off the ground. Without them trickle into a flood. He feels that the fund the fund would be a non-starter.” is a great alternative for his professional colleagues who may not have a charitable The Edmonton Legal Community Fund giving policy and he hopes it will inspire was established at Edmonton Community them to participate in philanthropy and Foundation in 2009. The intent of the make a difference in their community. fund is to provide awards to University

20 Years of Giving 11 Donors

$1.0 – $4.9 million William & Shirley Norman & Beverley Howard Walger Girl Guides of Al & Fran Olson Larry & Janet Lakey Ellingson Danny & Virginia Canada – Alberta Jack & Esther Anderson ManCap Foundation Timothy & Patricia Wong Council Ondrack Anonymous SKILLS Society Hartnagel Grant MacEwan Options Sexual $1,000 – $4,999 University Anthony & Daniela Margaret Hiller Health Association $25,000 – $49,999 Alberta Craft Council Franceschini John & Elizabeth Hanna Financial Mary P. Pardee All Weather Alberta Farmers Group Inc. John & Barbara Holt Lorraine Parry Windows Ltd. Market Association Bob Hawkesworth Poole Family Otto & Johanna Petro-Canada Anonymous Holzapfel Allard Foundation Kathryn Estate of Margaret Estate of David Bow Valley Ltd. Hawkesworth & Gary Edith Alice Rae Garnet Ireland William Purvis Community Anonymous Kriviak Estate of Francis G. Robert & Vicki Mulyk RBC Dexia Investor Foundation Les Armstrong Joyce Hendrickson Winspear Ogilvie LLP Services Elly de Jongh Highland Moving & Vital & Colleen RBC Royal Bank $500,000 – Edmonton Gleaners’ Storage Ouellette Diana M. Bacon $999,999 Association Denis & Barbara Harold B. Banister Alice & Brian Hinds Edmonton Social Doris Tanner Pimm Redmond Rod & Pat Eidem Alan & Audrey Enterprise Loan Shell Canada Energy Douglas & Sharon Steve & Ann Robson Neil Fenna Hodgson Fund Barbour St. Albert Rohit Group of Martin Bentall Capital/ Ada Hole $100,000 – Community Companies Garber-Conrad Penreal Capital Homeward Trust $499,999 Foundation Ronald G. Rowswell J. W. McConnell Management Foundation Andromeda P & L Strohschein Scotiabank Family Foundation Julia Boberg Horizon Enterprises Investments Ltd. Terra Association Brian & Michele Shea Phillips, Hager & Terry Bourne Inc. Robert A. Bailey Victoria School North Investment Intuit Canada Gerald & Janie Foundation for the Boyle Street Estate of Charles Management Ltd. Limited Shimko Arts Education Centre Frederick Bentley Francis C.R. Price & Elsie Skulsky Elmer & Marion Investors Group Marguerite Trussler Genevieve (Jean) L. Randall & Margo Financial Services Inc. Phyllis Skulsky Mary Whiting Brooker S. Cable Estate of Rosalie Cameron Homes Inc. Clare & Tammy Irwin Slate Personnel Ltd. Canadian Rector Youth Emergency Shelter Society of Canadian Chris Jager Jerome & Holly Psychological Ritchie Mill Law Edmonton Psychological Karen L. Johnson Slavik Association Office Foundation Association Martin Kennedy Southminster – Arnold & Grace $5,000 – $9,999 Canadian Urban Steinhauer United City of Edmonton Rumbold Keyano College Margaret Andrekson Limited Church Edmonton Folk TELUS Corporation John & Linda Anonymous Standard Life Music Festival CIT – Careers in Kimmitt Family Ron & Dorothy Triffo Canada Lands Transition John & Avery Stobbe Society Klaus Social Fund Company Limited Government of CKUA Radio Strategic Charitable Foundation Katherine Lenihan Canada Anne Marie Decore Foundation Giving Foundation Winspear Alice Leung Harry Hole Gifford Edmonds Donald Cranston Emmy Stuebing Foundation & Nancy Romanov Kim & Linda Thaddeus & Helen Edmonton Eskimo Craig & Mark Cranston Mackenzie Kasper $10,000 – $24,999 Football Club Stumpf–Allen John & Ann Dea Jim MacLean Estate of Edith Alberta Baroque The Edmonton Suncor Energy Inc. Regional Parent / Kerri DeLuca Manulife Financial McRae Music Society Talisman Energy Inc. Guardian Partnership Margaret Matheson The Palisade Anonymous Devon Canada Society TD Bank Financial Corporation Barry A. Biglow Randy Diamond Lilian McEwen Group Encana Corporation Stollery Charitable Canadian Dickinson Insurance Letha McKee TD Canada Trust Foundation L. Neil Gower Inc. Home Builders’ Lorna H. McPherson Teen Time of Association – Ron Hayter David Dickinson & $50,000 – $99,999 Margaret Michaud Edmonton Edmonton Region Marilyn Hodysh Colette Mandin Alberta Heritage John & Maggie Elizabeth A. Vetsch Carrington Group – Audrey Holmes Dogs with Wings Scholarship Fund Mitchell Professional Bedrock Homes Assistance Dog Don Howden & Jane Native Counselling Corporation Anonymous Society Ross & Muriel Squire Howden Services of Alberta Ronald & Donna Victor-Osten Fund Cheriton Kathy Dolby Louise Humbke Jim & Maggie Worthington Edmonton Opera Citadel Theatre John & Val Kok Vincent Duckworth Neilson Association $500 – $999 John & Shannon Robert & Kathryn Colin Eicher Jim Noble Enbridge Pipelines Inc. Dean 518152 Alberta Ltd. Merrett W. Grant Fairley NorQuest College Estate of Harris G. Edmonton Interfaith Michener Allen Red Planet Trucking Brian & Gail Faulkner Northern Alberta Field Centre for Education Anonymous Bud & Laverna Jean Fitzsimmons Institute of Government of the & Action Society Apeetogosan (Metis) Salloum Technology Province of Alberta Edmonton Oilers General Electric Development Inc. Maria T. Schneider Canada Inc. Ron & Lynn Odynski John & Leni Community Arclare Building Honsaker Foundation Products Ltd.

12 Edmonton Community Foundation • Annual Report 2009 ATCO Electric Jack & Eleanor Judith Axelson Hendrika Busink John & Norma Empire Auto Body Inc. ATCO Gas McMahon Halfdan Baadsgaard Robert Butler Crozier Ted & Shannon Enns ATCO I–Tek Inc. Bonnie Megley Don Bachewich Gillian Cameron Cory & Carol Martin & Janice Cunningham Richard & Ann Babb Lawrence & Deanna Ruby Ann Bagot Jean R. Campbell Evers Nemirsky David Cuschieri Monty & Joan Baker John Percy Baker Canadian Lawrence & Sylvia Karen Platten Margaret Daly Ewanchuk Patricia Barrett Sally R. Barros Association of Heather & Vincent Professional Barbara Dart Robert & Barbara Margaret Beettam & James Bassani Price Speakers Edmonton Robert David Falkenberg Bea Byrne Paul G. Battin Jim & Dorothy Purvis Chapter Tammy Farkes Dave & Roxy Bell Susan Davis Ralph & Virginia Canadian Linen and RBC Foundation Courtney Day Irma Favero Ron & Heather Bell Behler Uniform Service Co. Gary & Ione Rea Elizabeth Ruth Day Ganz Ferrance Stephen & Linda Nancy Belley Maria Caparas Royal Mayfair Golf Anthony & Patricia Boyd Adeline Beniuk Dayles Pub Club Don Carlson Fields Douglas & Elspeth Allan & H. Jane Robert Bentley Patrick Caron & Carmody Eric & Elexis Schloss De Caen Brendan & Leah Ray Benton–Evans Karen Lewis–Caron Wally & Rosanna Fitzgerald Gilbert Charest & Joanne Ellison Larry & Juanita Dean Sczebel Robert & Leanne Robert Fitzsimmons Mary–Lou Cleveland Henry & Jane Carter R. L. & Edith Len & Val Seatter Delaronde Tommy Fleming Ron & Aline Cox Bereznicki Bill & Karen Caughey Norman & Diane Delta Equities Ltd. Jeanette Flesher Bob & Cathy Bob Berry & Leslie David & Debra Seatter Russel & Carol Flint Crockett Sheare Cautley Norm & Shirley Leidia Siffledeen Diemert Kathleen Flynn Duncan & Craig LLP Pierre Berube Richard Cautley Frans Slatter & Garry & Jenny Laura Fogden Michael & Tracy Gurvinder Bhatia Cedar Building Brenda Blakey Diment Edmonds E. D. & Irena Maintenance Ltd. Dean & Wendy Michael & Nance Edmonton BMW Blodgett Rex & Esther Ding Foote Smith Laura J. Chapman MINI Edmonton Gilbert Boddez Silvio & Marielos Ford Motor Barbara Sturdy Michael Chehade Edmonton Chamber Dobri Company of Canada Weldon Boone William Cherniawsky of Commerce Todd Swekla Larry & Carol John Ford Louis Bosse Simone Chevalier Electronic Control Carol Watson & Dobson Alexis Ford–Ellis Adrian & Diane Systems Terry Fuga Szu–Hsuan Chiang Kelly Dorin Bourque David Fortier Gerald Wood Daniel Chicoine & First Canadian Andy & Sam Doucet Charles Bruce & Helen Bowden Barbara Egli Insurance York Realty Inc. Allen & Elaine Margaret Foy Ron Boychuk Corporation William Chimich & Douglas up to $499 Dawn Fraser Ryley Boychuk Cheryl Nekolaichuk Douglas & Agnes Veronica D’souza 1066201 Alberta Ltd. Mark Freeman & Foster Michael & Margi Chris Fix Marvin Dueck Jennifer Lambert Ron & Linda Francis Lynnda Abrams Boyd Professional Corp James & Sharon Andreas & Blanche Annalise Acorn Michael & Lynda Malcolm & Dorothy Barbara Halladay Duke Friderichsen Glen & June Acorn Bradshaw Clegg Michael & Kathleen Wendy Duke Dennis & Pat Friesen Harvey Marjorie E. Agar Donna Brass Tami J. Cline Margaret Dumont Robert & Mary Ross Hodgetts Agrium Wanda Branting Charles Coe W.R & Patricia Frizzell Michael Brechtel & College & Jane Hopkinson All Tucked In Inc. Duncan Hans & Keiko Frueh Katie Simpson Association of Janice G. Ayotte Allen Family Registered Nurses of Heather Dunlop Doug & Peggy Gahn Professional Robert & Catherine David & Lisa Alton Alberta Robert Dunseith Warren Gallin & Corporation Breckenridge AMS D.A. & A. Colpitts Jonathan & Gertrude Donna Atherton S. Ross Johnson Nicole Brenda Miki Andrejevic Bert & Joyce Cook Eayrs Maria Galpin Beverly J. Brezer Diane & Walter & Nena Jocic– Carmelle Cooper Joyce Eddy Judith A. Garber Konowalec Andrejevic Rick Brezer Doreen Corlazzoli Edmonton and Area JoAnn Gartner David & Sheryl Koski Anonymous Jacob & Joy Land Trust Donna Garvin Marlowe Labaschuk Brouwer Doug & Karen Cox Argyll Montessori Edmonton Heritage Viola Bruggeman William & Alison Carol Gilfillan David & Joan Laurie School Ltd. Festival Association Craig Edward & Adeline Laura Gillis Lee Fogolin Design Gregg & Dona Edmonton Buksa Elva Cranna & Sarah M. Gilroyed and Construction Ltd. Armstrong Horticultural Society Marjorie Agar David & Marlene Estate of Aletha Joy Christine Macken Arthur & Tania Emily Eldred Burnett Pierre & Sylvia Gilsdorf Johann Pelech Mann Arruda Crevolin John Elliott & Edith Mary Burnett Terence & Ruth Mark Heule Keith & Margaret Elizabeth Anne Harold & Donna Glancy Professional Asquith Mary Burnett Macdonald Crowe Moira Glerum Corporation Richard & Lori Peter Burnett Jack & Terrie Ellis Glenn & Lori Crowe Assaly Grant & April Ross Marsh James Burns & Tracy Elofson Hugh & Barbara Glowicki & Family Annette McKinnon William & Dorothy Susan Martin Burns Crozier Elaine Elrod Astle Jennifer Gobeil

20 Years of Giving 13 Donors (continued)

Walter Goetz Gail Hrehorets Maurice & Elsie Allen & Nancy John & Judith Bill Sass & Kathy Walter & Irene Walter Hsu Letourneau Melnychuk Peglau Murrie Golinowski Doug & Joan Hube Sam & Nancy Dawn & Al Menon Edward Perez Marian Saunderson Lieberman Karen Good Hendrik Hulleman & John A. Meston Brad Perkins Donna Saurette David & Janet Lillian Upright Debra Lindskoog MHK Insurance Mary–Ellen Perley Robert & Cheryl Gordon Warren Hurt David & Tamara George & Emiko Debbie Persinger Schedler Linklater Scott Graham David Ilkiw Millar Fordyce & Patricia Marissa Schenn The Little Agency Ann Grant Robert & Gillian Elizabeth Miller Pier Douglas & Lesley Inc. Charles & S. Grant Innes Quentin & Alice Mix John & Georgina Schindel Yan & Monica Loke Ron Grantham J.E.T. Podiatry Inc. G. Cristina Molina Plunkett Catherine Schreiner Neil & Lucille Dorothy H. Gray Aliya Jamal Kathleen Mooney- M.P. Polushin Frederick Schulte Longson Robert J. Gray Judith E. James Stuhec Pommen & Peter Schwann Robert Losie Associates Limited Carmen Grayson Robert & Mary-Jane Doris M. Moonie Vincent & Merrilyn Thomas Love L. & D. Pon Sea Elizabeth Green James Norbert & Patricia Marco Loverso & Connie John Morgenstern Linda Poole Brian Shanks Jeannine Green Caterina Edwards- Alvin & Geraldine Dwayne Poseluzny Douglas & Darlene Jim & Diana Greer Elizabeth Johnson Loverso Morris Marilyn Potter Shapka James & B.E. Grey Myles Johnson & Roger Lundberg Diane Clark Mort & Jean Morter Richard & Helen Rose Shapka Allison Greyeyes William Mac Eachern Robert J. Johnston Roger & Cheryl Potter Naomi Sharir Mathew Grieve Eric Macklin Moses Dale & Betty Joslin Michael Power & John Shaw & Ruth Paul & Lorie Grundy Kathleen M. MacLean Clare Mullen–Pearson Denise Laker–Power Jean Frost John & Susan Clifford Guebert Ron & Brenda Keating Mundare Health Agnes Primrose Lori Silverton Magnusson The Family of Erin Centre Bernie & Dorothy Helen Primrose The Skiers Noelle Guthrie Jeff Mah Keeler Alexandra Munn Joan Ramsay Sportshop Ltd. Clarence Guydash Wendy L. Makarchuk Jeremy & Louanne Michael Murphy Leonard Ratzlaff Dale W. Smith Don & Dolores Hager Joyce Mallman Law Keenan Namao Store Terry & Elisa Rawe Elizabeth Smith Terrance & Linda Stephen & Lynn Brian & Heather Karen Nekolaichuk Mary-Anne Razzolini Grant & Donna Smith Hagley Kelly Mandel Murray & Patricia RCJ Psycho- Lawrie Smith Milton & Wendy Dorothy Manning Elgar & Bernice Kelly Nekolaichuk Education Services Sharon Smith Halvarson Doreen Marriott Ketchum Canada Nancy Niederhaus Sharon Read Raymond & Judy Victoria Hardeman Inc. Ernest & Gladys Anne Nielsen Lindsay Redpath Smitke Bradley & Janiline James & Kathleen Marshall Kenneth & Carolyn Charles & Marina Arlene Speers Hardstaff Kirkland Douglas & Margaret Nielsen Rees Brian & Marion Daniel & Barbara Matheson Lorne & Nancy Edward & Della Sproule Harper Carol Reinhaerdt Klippert Eleanor G. May Noble Philip & Heather St. Albert And Jody Anne Harries Claus Knoefel David & Kathy North Pointe Renaud District Garden Club Hugh Hart & Michelle McCalla Jack & Shirley Kosick Community Church Donna Steele Dann Eric Rice Loyal & Sylvia Chris McCarthy Georgette & Edward Sally R. Rice William Stevenson Jonathan Hart & Krawchuk Hugh & Madge Nowicki Mary Marshall Gunter & Ingeborg Fia Mariann Stobbe Elaine Krepps McColl Maria Nowytzkyj W & J Hart Richter Spencer Stobbe Sharon Kreuzer Kathy McConaghie Douglas Oakley & Wendy Hawkins Susan Robblee Susan G. Stokins Brewster & Shirley Raymond & Claire Elizabeth Mc Afee Glady Robertson Ross Swanson L. Dawn Hawley Kwan McCrea Erin O’Brien Anita Rogers SynchroComm Inc Ken Haywood Marcelle Labossiere Jim & Merla McCuaig Norman Odinga Donald & Hilda Ross Jerome & Sheila Leah Heil Roger Laing & James McDonald Percival Odynak John Ross Szabo Dennis & Elaine Arlene Swendseid Keith & Muriel Kelsey Odynski John & Glenda Helfer Zaheerali Lakhani McEwan Allan Rowswell Carl Oleinyk Szpecht Louise Henein Professional Shannon McEwen Karen Rowswell Erika Oshiki Corporation & Jeanette Howard Hesjedal & Paul McGonigal Running Room Chris Ouellette Boman Verneil Hansen Angela Lamb Matthew McKinnon Canada Inc. Rachel Ovics Jack & Rita Talen Graham Hicks Lindsay Langille Jim & Sheila Kelsey Ryland Violet Owen Merle Taylor Brian & Bonny Michael Laplaunte McLachlin Barbara Sadler Wells Anne Parkes Shawn Taylor Hodgson Simone Lebeuf William & Linda Alexander & Kay Frank & Pina Rita Simone Telford Brad & Karen Elizabeth & Brian McLean Salahub Parrotta Holbrough Lepp Marlena McNeill Ed Sande Thermo King Macartney & Bernice Laurie Homeniuk Charmaine Anna McRoberts Carolyn Grace Suzanne Thomas Patterson John & Helen Hope Letourneau Donna Meen Sanford Olive Thorne Chris & Suzanne Barbara & Milton Dwayne Letourneau Bruce Sangster Peter Tinning George & Rosalie Peacocke Horricks Melenka TK Clothing

14 Edmonton Community Foundation • Annual Report 2009 Mark & Mary Anne Bryce & Florrie Van Harvey Voogd & Lorne Wensel & Eric Wong Irene Yeh Tokarik Dusen Marie Butler Katherine Koller Naomi Yee Chun Don & Leona Yez Wensel The Toronto- Richard Van Soest Barry & Valerie Wong Olive Yonge Dominion Bank Walker Darcy White & Nga Van Tony & Colleen Zender Ford Sales Danielle Parrotta Travis Torrens J. Todd & K. Jessica Carmel Walsh Wong Ltd. Janice Lee White Kenneth Turnbull Van Vliet Ali, Jan & Rachel Warren Wong & Kevin & Roxanne Robert & Joan Ralph Vandenberg Ward-Flannagan Alan Whiting Ruth Kettles Zowtuk Turner Leighton Vanstone Craig Warnock Clyde Alexander & Alison Wood Heather Zwicker Louise Wick Uhlick Pottery And Lois Verchomin William Watkin Sydney & Frances Tile Ron & Stacey Wood Larry Verniest Jack & Marjorie United Nurses of Watson Wickman Tom & Verlie Wood Catarina Verseval Alberta Local #85 Earle Waugh Paul Wielens Susan Woodliffe Brad & Elizabeth Universal Ford Lauren Wiles Vetsch Michael Wayman Linda Woollett Lincoln Sales Ltd. Eva L. Willox Leonard & Roberta WD Co-Auto Julee Workun Brian & Margaret Vail Vickery George & Roberta William & Barbara Wayne H. Wright Andre Valliere Winship Karen Virag Wells Glenda & Hugh Dolores K. Van Lynn Wolf Mark & Colleen Sharon Wenger Wyatt Dongen Vogel Women’s Canadian Britta Yasinski Club of Edmonton

We Remember Them The following list memorializes those remembered through tribute gifts.gifts in 2009. The Foundation permanently records their names in its registry. A complete list can be viewed on our website. Sheila Allan Audrey Costigan Elsie Ben Ronald Nelsen Martin Spoor Sheila Allan Audrey Costigan Elsie Ben Ronald Nelsen Norman Bailey Hawkesworth Mandrusiak R. Gregg John Crockett Hawkesworth Mandrusiak Terrance O’Connor SmithRobert R. Gregg John Crockett Terrance O’Connor Armstrong Jim Hill Douglas Swanson Armstrong Maria Dakkus – Jim Hill Douglas Eileen Odynski Martin Spoor Maria Dakkus- Matheson Eileen Odynski Maria Bailey VanDeSande Richard Horch Matheson Teri Taylor – Maria Bailey VanDeSande Richard Horch John Robert Robert John Tunski Barnaby Baker Evelyn Darch Wilfrid Horton Robert Ogonoski Swanson Barnaby Baker Evelyn Darch Wilfrid Horton Matheson Ogonoski Matheson Margaret Theresa Beach Mary DeFerro Catharinus Huyer Tom Olenuk Teri Taylor-Tunski Theresa Beach Mary DeFerro Catharinus Huyer Rose Tom Olenuk VanDusen* Rose Sheila Margery Donald Fenna Victor Jagoldas McAllister Celia Omell Margaret Sheila Margery Donald Fenna Victor Jagoldas McAllister Celia Omell Diane Warms Beddome Van Dusen Beddome Paul Antony Jill Johnson Marjorie Allan Purvis Paul Antony Jill Johnson Marjorie Allan Purvis Roy Warner Bob Bruce Finch McCallum Diane Warms Bob Bruce Finch Minnie Johnson William Rector Minnie Johnson McCallum William Rector Eileen Wilson Marlene Bruce Robert Francis Ronald Roy Warner Marlene Bruce Robert Francis James Robert Irving Marshall James Robert Ronald Irving Marshall Bernard Wood John James David Fuga (Jim) Kimball McCallum Rice Eileen Wilson John James David Fuga (Jim) Kimball McCallum Rice Bugera Lawrence Margaret Bugera Joyce Goodall Ed Kroll Owen Bernard Wood Joyce Goodall Ed Kroll Lawrence Owen Simonson Mary Calder McRae Schlosser Mary Calder Ronald Douglas Edith Leander McRae Schlosser Effie Stumpf- Ronald Douglas Edith Leander Effie Stumpf – Irvine Joseph Grantham Gordon Morash Shirley Scott Allen Irvine Joseph Grantham Dorothy Eileen Gordon Morash Shirley Scott Allen (Dog) Charest Dorothy Eileen Paul Mulyk Charest Robert Guebert Little John Sharpe Robert Guebert Little Paul Mulyk John Sharpe David Cook Harry Nash David Cook Alice Ann Carol Losie Bob Skaggs Alice Ann Carol Losie Harry Nash Margaret Nancy Cooper Hanson Ron Nancy Cooper Hanson Ron SimonsonNorman Bailey Nederlof Smith Nederlof Bob Skaggs

20 Years of Giving 15 HELPING BRIDGE CULTURAL DIFFERENCES

YOUTH EMERGENCY SHELTER SOCIETY

The plight of Justin Nshimirimana is Justin was born in Burundi and one that has become all too familiar moved to Edmonton from Toronto to the people working at the Youth with an aunt and uncle who cared for Emergency Shelter Society (YESS). him after his parents died. In 2008 In recent years, an increasing number circumstances led him to be living of immigrant and refugee youth, on the streets and he was eventually some with complex problems, directed to YESS. With the assistance have found their way to the doors of the programs and people at YESS of the shelter. Executive Director and through his own determination Deb Cautley explains that some and hard work, Justin overcame of these young people have come many of the challenges he faced in from countries where they may have his new country. His achievements witnessed the murder of family or did not go unnoticed. He was been victims of torture or human honoured with a Great Kids Award trafficking. from the Government of Alberta, a John Humphrey Peace and Human These were issues that YESS staff Rights Award and was invited to be a did not have the expertise to youth representative for the Ministry deal with. Edmonton Community of Education’s youth action project. Foundation helped support the Society by providing funding to hire Justin is furthering his education, a Cultural Diversity Advocate. This involved in his community and is position helps the young immigrants now living on his own. While the by making connections within the issues faced by immigrant youth are cultural communities and finding complex, their ideas of success at supports not offered through the times are very simple. Deb Cautley services that YESS provides. remembers Justin’s own words about what he has accomplished – “I never thought I would have a bed and now I have a bedroom.”

16 Edmonton Community Foundation • Annual Report 2009 Justin & YESS Staff member Quena Sanchez

With the assistance of the programs and people at YESS and through his own determination and hard work, Justin overcame many of the challenges he faced in his new country.

20 Years of Giving 17 Gerry Shimko

The Fund provides an opportunity to memorialize a loved one and also to contribute to research and activities that may help prevent such accidents in the future.

18 MAKING OUR STREETS SAFER

MEMORIAL & TRAFFIC SAFETY FUND

We’ve all seen them – the cluster of The Fund was set up under the flowers, stuffed animals and photos auspices of the Office of Traffic Safety, that mark the spot where someone a partnership between the City of has died in a traffic accident. These Edmonton and the Edmonton Police are sad reminders that our roads can Service. Gerry Shimko is the executive be dangerous and deadly. Roadside director of the OTS and the founder of memorials have become a common the Fund. He observes that if a loved practice that raises concerns for city one is lost from cancer or other illness and police officials. The memorials, there are charities to which a gift can while heartfelt and poignant, can be made in the name of the deceased. themselves result in safety challenges But what if a loved one is lost in a traffic for pedestrians, motorists and the accident? The Memorial and Traffic individuals who set them up and can Safety Fund provides an opportunity be distracting to drivers. to remember a loved one and also to contribute to research and activities The City of Edmonton recognizes the that may help prevent such accidents need for family and friends to grieve in the future. and memorialize their loved ones. To provide an option to the roadside Along with its collaborative work with memorials the Memorial and Traffic communities on traffic safety, the OTS Safety Fund was created at Edmonton funds a research chair in urban traffic Community Foundation. The intent safety at the . of the fund is to protect the lives and This position allows for advanced safety of those travelling in the greater research in traffic safety issues. Edmonton area by supporting such Funding for the chair comes in part activities as traffic safety education, through automated photo enforcement engineering, enforcement and fines. In the future, the Memorial & evaluation. Traffic Safety Fund could be used to provide scholarships to graduate students interested in pursuing studies in traffic safety.

20 Years of Giving 19 SPREADING A PASSION FOR MUSIC

EDMONTON ARTISTS’ TRUST FUND

If you’re unfamiliar with the bassoon, a He applied for and received an Edmonton woodwind instrument with a double reed, Artists’ Trust Fund award in 2009. The there are a few compositions that may EATF is an endowment at Edmonton remind you of the sound – think of the Community Foundation and the annual grandfather part in Peter and the Wolf by awards are administered by the Edmonton Sergei Prokofiev or the opening measures Arts Council. The fund supports the of The Rite of Spring by Igor Stravinsky, creative endeavours of Edmonton artists. made famous in Walt Disney’s Fantasia. The Fund distributes several awards annually to local artists in a variety of Matthew Howatt plays bassoon as an extra artistic disciplines. Matthew is using the for the Edmonton Symphony Orchestra. award to help promote awareness of the He chose to play the bassoon in grade bassoon in the hopes of inspiring future eight to avoid being another face in the bassoonists. crowd of flutes, trumpets and clarinets that abound in junior high band classes. “The EATF is designed to invest in While Matthew is now a professional Edmonton’s creative community and bassoon player, he is troubled by the lack to encourage artists to stay in our of bassoonists in general and in Edmonton community,” says John Mahon, executive in particular. director of the Edmonton Arts Council. “A project like Matthew’s, which is aimed “The bassoon isn’t exactly the instrument at promoting appreciation of the bassoon, that a three year old starts playing,” is important to the diversity of Edmonton’s Matthew says. It’s really at the junior high music community. A healthy community, level, where students are introduced to like any environment, needs a balance of band music that there’s an opportunity many elements in order to sustain itself.” to introduce the bassoon. He admits that the instrument is expensive and difficult to play but he decided to try to bolster its popularity among Edmonton’s young music students and secondary school music departments.

20 Edmonton Community Foundation • Annual Report 2009 Matthew Howatt

Matthew Howatt is using his EATF award to help inspire future bassoonists.

20 Years of Giving 21 Erin Callihoo

The awards are not just about money; they’re about breaking down barriers, creating possibilities and building pride in Métis culture.

22 CREATING OPPORTUNITIES

BELCOURT BROSSEAU MÉTIS AWARDS

Erin Callihoo loves her job. The young She received an award in 2004 and Métis woman works in editing for City– was able to finish the program. While TV, helping put together the Breakfast back at NAIT Erin discovered she had Television program. She’s worked at a talent for editing – an ability that was the station since October 2008 when recognized by her current employer. she was recruited for the position. Receiving a BBMA was “life changing and inspirational” for Erin. Life Erin grew up in Onoway, Alberta, and changing in that the award enabled her wanted to pursue a career in film. She to secure the job that she loves and enrolled in the Radio and Television inspirational in that other Métis young Broadcasting program at the Northern people she knows are now looking into Alberta Institute of Technology (NAIT) their heritage and contemplating post- and after completing her first semester secondary education themselves. This she wondered how she would afford is what the awards are all about – not to complete the program. She then just money but breaking down barriers, learned of the Belcourt Brosseau Métis creating possibilities and building pride Awards. The BBMA is a permanent in Métis culture. endowment fund at Edmonton Community Foundation that supports the post-secondary education and skills training of Métis Albertans in financial need.

20 Years of Giving 23 Funds, Grants and Disbursements

OPTIONS FOR GIVING Through our Community Grants Program, Edmonton Community Foundation works Foundation staff, advisory committees, and with donors to create funds that will see their ultimately our board of directors review philanthropic dreams fulfilled. requests from a wide cross-section of sectors and allocate funding to meet priority needs A wide range of fund options exists to and strengthen charities. In general, grants accommodate donors’ wishes – from are awarded in the following categories: arts, designating specific charities to allowing the culture, and heritage; education and learning; Foundation to direct funds to support priority health and wellness; community and social community needs. services; recreation and leisure; and We are delighted to meet with donors and their the environment. financial advisors to discuss their charitable General community funds also allow the goals. Please call us at (780) 426-0015 or visit Foundation to support the community through our website at www.ecfoundation.org. Foundation Directed Initiatives. Carefully EFFECTIVE GRANTING selected charities that demonstrate high levels of commitment, capacity, and effectiveness are Edmonton Community Foundation is a trusted, provided with up to three years of funding for reliable source for identifying and funding operations or special projects. initiatives that strengthen our community. In 2009, despite the challenges of the economic A gift to the General Community Fund ensures downturn, Edmonton Community Foundation’s that critical community needs are met through endowed funds generated millions of dollars a rigorous, competitive process while providing that were awarded to local charities. As well, accountability to donors. many students benefitted from awards disbursed through our scholarship funds.

24 Edmonton Community Foundation • Annual Report 2009 Community Grants proGram Each year the Community Grants Program provides funding in response to inquiries made by registered charities in Edmonton and to Foundation Directed Initiatives. These grants address community needs in categories such as arts, culture, and heritage; education and learning; health and wellness; community and social services; recreation and leisure; and the environment. Total disbursements made through the Community Grants Program totalled over $1.4 million in 2009.

COmmuNITy FuNdS The Board has full discretion in disbursing the net income from Community Funds, either through an application process or by proactively identifying priority community needs. In addition to those donors who have established named Community Funds, many donors have made significant cumulative contributions to the General Community Fund since inception.

$1,000,000 + $100,000–$999,999 $10,000–$99,999 George & Rae Poole Anonymous Anonymous Estate of George & Rae Poole Estate of Cecil Moore Shawana Estates Ltd John & Barbara Poole Family John Slatter Westpear Developments Ltd Alison B. Rice Robert & Shirley Stollery & Family

Year End Balance Year End Balance Allen Fund 1,463,615 Miller Office Group Fund 13,749 Betty Kathleen Brown Fund 62,024 John E. Poole Memorial Fund 28,522 Jo-Ann Campbell Fund 11,158 Princeton Fund 35,174 Archibald Hadley Dickson Memorial Fund 197,8 85 David W. Purvis Fund 1,642,750 Eric Geddes Memorial Fund 9,345 Robert David Purvis Memorial Fund 116,895 Alex Hamilton Family Fund 55,312 General Community Fund 14,670,760 Lorne & Kathie Leitch Family Fund 14,390 TOTAL: COMMUNITY FUNDS $ 18,432,224 Memorial Tribute Fund 110,645

FIEld OF INTEREST FuNdS Donors identify the areas of charitable endeavours they wish to support without specifying particular charities, allowing the board to provide support for priorities within those charitable endeavors.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance

Anonymous Fund #2 126,126 John & Jane Holmlund Family Fund 49,090

Bishop & McKenzie Centennial Fund 81,499 Johanna & Otto Holzapfel Fund 37,674

Branches of Life Fund 28,088 Lee Community Playspace Fund 412,927

Ken Crockett Music Fund 11,972 H. Jean McDiarmaid Fund for Musical Performance 1,499,791

John Crockett Memorial Fund 23,184 George & Rae Poole Fund 3,482,187

Feeding Hungry Minds Fund 14,965 George & Rae Poole Bequest Fund 1,058,524

Garber-Conrad Family Fund 11,587 Bunny Casper Rae Fund 1,318,870

Gaunce Family Fund 25,798 Rosalie & William Rector Fund 278,800

Glenora Fund 17,384 Phyllis Ritchie Fund 144,199

Karen Good Family Fund 20,403 Single Parents Independence Fund 130,264

The GYRO Club of Edmonton Fund 17,49 6 Special Arts Fund 1,045,349

Heads Up Fraud Prevention/ Stollery Fund 3,550,172 Fugi Saito Endowment Fund 19,101 Treleaven-Tymofichuk Family Fund 50,220 Care & Nurture Legacy Fund 220,395 TOTAL: FIELD OF INTEREST FUNDS $ 13,676,065

20 Years of Giving 25 WINSPEAR FuNd The Winspear Fund provides operational funding to some of Edmonton’s larger arts organizations each year. The remaining discretionary funds are disbursed through the Community Grants Program in keeping with the granting philosophy of the original Winspear Foundation grants panel.

Year End Balance

TOTAL: WINSPEAR FUND $ 10,843,727

COmbINEd PuRPOSE FuNdS Many donors have a number of different goals they wish to accomplish. For example, donors may wish to designate specific charities to receive portions of the disbursements from their fund year after year with the remainder to be used to address priority needs in our community as identified by the Foundation Board.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance Albian Sands Energy Community Environment Fund 69,318 W.A. & M. Hiller Fund 196,151 Randy Anderson Learning Fund 11,418 Jean & Garnet Ireland Fund 51,982 Anonymous Fund #4 37,9 67 Owen & Peg Linton Family Fund 300,064 Phyllis A. Arnold Learning Fund 571,307 Tevie & Arliss Miller Endowment Fund 67,576 Earl Clements Fund 13,715 Doris Tanner Pimm Fund 119,009 H.J. (Jock) Dawe Family Fund 160,542 Ruste Family Fund 11,862 Edmonton Legal Community Fund 28,110 Jim & Billie Wilkins Fund 101,632 Roy Faltinson Fund 96,786 John & Olivia Young Fund for Health 90,454 Shirley & Gordon Gifford Family Fund 1,042,485 TOTAL: COMBINED PURPOSE FUNDS $ 3,017,695 Earle & Elsie Hawkesworth Family Fund 47,317

Community Grants RESPONSIVE GRANTS Grants may be funded from more than one source including Community, Field of Interest, Winspear and Combined Purpose Funds.

TOTAL DISBURSEMENTS IN 2009: $ 508,246

Grantee Grants Grantee Grants Bent Arrow Traditional Healing Society Federation of Alberta Naturalists Operational Support 2,000 Storm Water Lakes Pilot Project – Yr.3 25,000 Boyle McCauley Health Centre Friends of Boys’ and Girls’ Clubs of Edmonton Dental Clinic Operations – Yr.3 30,000 Annual Support for Programs 55,670 Boys’ & Girls’ Clubs of Greater Vancouver Friends of PAAFE Annual Support for Programs 55,671 (Prostitution Awareness & Action Foundation of Edmonton) Building Blocks for Families – start up costs 4,080 Cantilon Choral Society New Composition for 10th Anniversary Concert 10,000 i Coristi Chamber Choir Sorrows of Mary Concert 7,80 0 Catalyst Theatre Society of Alberta Part-time Facility Manager Position – Yr.3 8,460 iHuman Youth Society Executive Director Position – Yr.2 65,000 Centre for Family Literacy Society of Alberta Aboriginal Storysacks Program – Yr.3 20,000 Newly United Operatic Vocalists Association The Lives of Lesser Things – Opera for Children 15,000 Dickinsfield Amity House Nina Haggerty Centre for the Arts Arts for Tots Program – Yr.2 15,600 Bridge Operational Funding – Yr.2 25,000 Edmonton Gleaners Association Our House (Edmonton) Ltd. Purchase of Eggs 3,000 Mental Health Counselor – Yr.2 20,000 Edmonton Inner City Children’s Project Society Terra Association Director of Programming – Yr.2 38,000 Operational Support 2,000 Edmonton International Street Performers Festival University of Alberta, Dept. of Philosophy Comedy Cares Professional Development Workshops 3,000 Eurekamp Summer Camp for Children 3,000 Edmonton Opera Association University of Alberta, Faculty of Education Costumes for Pirates of Penzance 15,000 Youth Intervention & Community Outreach Edzimkulu, A Society for Children of AIDS Worker – Yr.2 40,000 Disaster Relief in Ndawana, South Africa 790 Youth Emergency Shelter Society of Edmonton Diversity and Outreach Initiative – Yr.2 44,175

26 Edmonton Community Foundation • Annual Report 2009 FOuNdATION dIRECTEd INITIATIVES Edmonton Community Foundation proactively addresses community needs by working in partnership with high-performing charities and other stakeholders. The resulting Foundation Directed Initiatives provide an opportunity for agencies in all sectors to focus on fulfilling their visions, develop innovative approaches and strengthen our community.

TOTAL DISBURSEMENTS IN 2009: $ 610,000

Grantee Grants Grantee Grants

Edmonton Arts Council Support Network Innovative Arts Initiatives that address Social Walk-In Counselling Program – Yr.2 100,000 Issues – Yr.3 50,000 Theatre Network (1975) Society Edmonton Chamber of Voluntary Organizations Operational Support to Enhance Productions – Yr.2 16,668 Operational Support – Yr.2 50,000 United Way of the Alberta Capital Region Edmonton Mennonite Centre for Newcomers Society Partners For Kids Project – Yr.2 100,000 Health Issues of Newcomers to Canada – Yr.2 100,000 University of Alberta, Edmonton Social Planning Council Community-University Partnership Operational Support – Yr.3 60,000 Families First Edmonton – Research Phase 100,000

Northern Light Theatre Workshop West Playwrights’ Theatre Society Operational Support to Enhance Productions – Yr.2 16,666 Operational Support to Enhance Productions – Yr.2 16,666

WINSPEAR FuNd GRANTS A portion of the Winspear Fund disbursements is designated to support specific arts organizations in Edmonton as well as to provide scholarships and emergency funding disbursed through Catholic Social Services.

TOTAL DISBURSEMENTS IN 2009: $ 196,486

Grantee Grants Grantee Grants

Catholic Social Services Emergency Grants 45,738 17 Winspear Fund Scholarships for Advanced Classical Music Studies 57,000 Edmonton Opera Association 25,773

Edmonton Symphony Society 67,975

EdmONTON COmmuNITy PlAySPACE PROGRAm GRANTS

The Playspace Program provides grants to support the creation or refurbishment of playspaces that are accessible to the general public. Grants are jointly funded by the Lee Community Playspace Fund and General Community Funds.

TOTAL DISBURSEMENTS IN 2009: $ 4,000

Grantee Grant

Rio Terrace Community League Playground Redevelopment 4,000

20 Years of Giving 27 COmbINEd PuRPOSE FuNdS GRANTS A portion of the Combined Purpose Funds are designated by the donor.

TOTAL DISBURSEMENTS IN 2009: $ 52,483

Grantee Grants Grantee Grants

Alberta Aviation Museum Association 2,063 Learning Disabilities Association of Alberta 2,000

Alberta Foundation for Environmental Excellence 421 McMan Youth Family & Community Services Association 1,000 Bissell Centre 303 Natural Step Canada 200 Canadian Diabetes Association of Alberta & NWT Region 424 Northern Alberta Institute of Technology 5,000

CNIB 140 Pilgrims Hospice Society 633

CNIB (Alberta-NWT Division) 140 Salvation Army Alberta & NWT Division 3,131

Cross Cancer Institute 1,266 Student Christian Movement of Canada 200

Edmonton & District Historical Society 15,000 Tuxis Parliament Alumni Society of Alberta 200

Edmonton Jewish Community Charitable Foundation 1,000 United Way of the Alberta Capital Region 1,568

Edmonton Public Library 209 University Hospital Foundation 5,000

Fresh Start Addictions Centre 200 University of Alberta 12,385

DEsiGnatED FunDs Designated Funds identify a specific charity or charities to receive support every year. The agreements for these funds include planning for the inevitable changes that take place over long periods of time so the funds remain meaningful, effective and robust. Edmonton Community Foundation makes creating endowment support for a number of charities easy for the donor. One fund can accomplish many goals and support multiple charities.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance

A.I.R.S. Fund 56,182 Capital Care Foundation Fund* 54,066 Caritas Hospitals Foundation Fund* 58,121 Alberta Legal Heritage Fund 115,167 Cerebral Palsy Associations in Alberta Fund 358,352 Alberta Literacy Foundation Fund 9,724 Children’s Health Foundation Alberta Search & Rescue Fund 9,600 of Northern Alberta Fund* 48,544 Anchor Fund 8,815 Cityfarm Fund 9,194 Fund* 2,223,461 CKUA Radio Foundation Fund 41,605 Milton Bablitz Memorial Fund 21,357 Cosmopolitan Music Society Endowment Fund 10,676 Banff Centre Fund 3,963 Cunningham AnimalCare Fund 19,714 Amina Beecroft Fund 171,487 Frank Philip Davis Fund 9,412 Helen & Laurel Bell Fund 118,295 ‘CR’ & Del Dilkie Fund 42,942 Helen & Fred Bentley Dogs with Wings Fund 9,988 Planned Parenthood Edmonton Fund 275,913 Edmonton Chamber Music Society Fund 27, 292 Helen & Fred Bentley Planned Parenthood Federation of Canada Fund 295,690 Edmonton General (Grey Nuns) Hospital Fund* 3,811 Gay Bisanz Leadership Development Fund 26,298 Edmonton Gleaners Association Fund 32,830 Boyle-McCauley Health Centre Fund* 144,582 Edmonton Heritage Festival Endowment Fund 13,441 Boys’ & Girls’ Clubs of Alberta Endowment Fund 28,885 Edmonton Interfaith Centre for Education and Action Society Fund 11,304 Boys’ & Girls’ Clubs of Edmonton Fund 194,324 Edmonton Musical Theatre Fund 24,387 Boysdale Camp Fund* 72,804 Edmonton Oilers Community Foundation Ralph Buttner Memorial Fund 55,107 Emma Bailey Memorial Fund 30,056 Douglas Milton Campbell Estate Fund 633,956 Edmonton YMCA Foundation Fund 30,523 Canadian Parks & Wilderness Society Joy Eisert Habitat Lands Fund 34,492 Fund for Alberta* 94,407 Leta Gene Eisert Miquelon Lake Canadian Red Cross Society Fund* 92,393 Wildlands Sanctuary Fund 35,155

28 Edmonton Community Foundation • Annual Report 2009 * Funds established by the John & Barbara Poole Family DESIGNATED FUNDS (continued) Year End Balance Year End Balance Electro Equinology Fund 17,147 Albin J.E. Shanley Fund 16,297 Cheryl Escott Memorial Fund 12,431 Ranald & Vera Shean Fund 1,320,007 Field Fund for Science Education 87,9 08 Ranald & Vera Shean Sonata Fund 21,899 Jean Fitzsimmons & Family Fund 17, 240 Simonson Family Fund 12,062 at University of Alberta South Campus SKILLS Society Fund 51,109 Athletic Facility Funds 1,776,456 Slatter Family Fund 128,633 Ed & Rita Foy Memorial Fund 10,619 Linda Stanier & Family Memorial Award Fund 27,820 Friends of Guiding Fund 10,264 Stanley A. Milner Library Fund* 114,095 Friends of Jasper National Park Association Fund 9,664 STARS Alberta Shock Trauma Air Rescue Glenrose Rehabilitation Hospital Fund 112,994 Foundation Fund 52,798 Dr. Dasha Goody Memorial Fund 9,580 Barb Tarbox Legacy Fund 16,262 Goudreau Fund 24,972 Hazel F. Teskey Memorial Trust Fund 11,228 Growing Early Minds Fund 11,333 Jack & Fran Thomas Fund 11,034 HIV Edmonton Endowment Fund 10,173 University Hospitals Foundation Fund* 110,661 Harry & Muriel Hole Family Fund 91,546 Valley Zoo Development Society Fund* 79,840 Bishop Stephen P. Kristenson Seminarian Wally & Rosanna Kids to Kamp Fund 18,452 Endowment Fund 210,846 Walterdale Theatre Associates Fund 11,043 Frank & Dollie Leah Memorial Fund 74,862 Ross & Eleanor Wein Family Leduc/Devon Oilfield Historical Society Fund 33,194 Disabilities Transportation Fund 11,277 Lingle Educational Endowment Fund 11,536 Westend Seniors Activity Centre Endowment Fund 20,994 Victor C. Love Memorial Fund 16,627 Wings of Providence Lucy Baker School Society Fund 10,629 Laurette Braconnier Tribute Fund 37,746 Peter & Dorothea Macdonnell Fund 246,526 The Works Arts Festival Fund* 59,488 Fraser Malcolm Fund 35,561 FAMILIES OF DESIGNATED FUNDS Doris Louise (Belt) Marcum Family Fund 9,021 ABC Head Start Society Funds Rose McAllister and Deanna Nemirsky ABC Head Start Society Fund 238,356 Old Friends Fund 25,248 Ralph & Aleda Patterson Family Fund 13,751 Donald Gordon McArthur Fund 32,548 Alberta Ballet Funds Mary & Steve McEachern Fund 15,140 Canadian Arts & Heritage Fund 321,846 George & Lilian McEwen Family Fund 21,267 John & Barbara Poole Family 588,804 William M. McGee Fund 13,393 Alberta Baroque Ensemble Funds Letha McKee Fund 41,536 Alberta Baroque Ensemble Endowment Fund 168,723 Memorial (Brewster) Fund 69,467 Alberta Baroque Ensemble Enhancement Fund 48,363 Margaret Michaud Fund 8,914 Catharinus Huyer Principal Second Violin Fund 11,706 Ruthie & Hoadley Mitchell Memorial Fund 94,385 Alberta Cancer Foundation Funds Mustard Seed (Edmonton) Fund* 87,467 Alberta Cancer Foundation Fund 5,819 NAIT Scholarship & Bursary Fund 78,901 Edmonds Family Fund 62,833 Native Cultural Awareness Fund 20,403 George C. Field Memorial Fund 176,640 Nature Conservancy of Canada Fund* 740,728 John & Barbara Poole Family 52,372 NUOVA Fund* 23,031 Karen Sharpe Memorial Fund 2,819 Orchid Species Preservation Foundation Endowment Fund 9,409 Bob Tarr Memorial Fund 72,147 Our House Addiction Recovery Endowment Fund 10,100 Alberta Emerald Foundation Funds Kathleen Pearson Fund 69,678 Alberta Emerald Foundation Endowment Fund 28,742 PLAN Edmonton Fund 50,774 Alberta Emerald Foundation Fund 400,500 Planned Parenthood Association of Edmonton Fund 10,293 Bissell Funds Pro Coro Canada Choir Fund 25,741 Bissell Fund 288,578 Alison B. Rice Bequest for Habitat for Humanity 2,378,688 Elizabeth McBride Fund 54,209 Alison B. Rice Endowment Bow Valley Community Foundation Funds for Edmonton Inner City Housing Society 816,173 Banff Alpine Racers Fund 15,005 Alison B. Rice Endowment for Habitat for Humanity 866,791 Bow Valley Community Foundation Operating Roper Fund 99,377 Endowment Fund 9,215 Royal Alexandra Hospital Fund* 26,232 Bow Valley Community Fund 9,215 Bill & Susan Sadler Fund 13,327 Rockies Ride for Kids Foundation 118,622

* Funds established by the John & Barbara Poole Family 20 Years of Giving 29 DESIGNATED FUNDS (continued) Year End Balance Year End Balance Brian Webb Dance Company Funds Edmonton Police Foundation Funds Canadian Arts & Heritage Fund 63,434 Edmonton Police Foundation Fund* 51,474 John & Barbara Poole Family 79,298 Harry Hole Police Foundation Fund 443,403 Cable Family Community Endowment Funds Edmonton Symphony Society Funds Cable Family Boyle-McCauley Health Centre Canadian Arts & Heritage Fund 580,620 Endowment Fund 45,528 Children’s Programming Fund 57,3 31 Cable Family Community Endowment Fund 273,102 Edmonton Symphony Endowment Fund 202,897 Cable Family Endowment Fund Lila & Colin Eicher Symphony Fund 14,891 for Abused Seniors 50,769 Peter & Astrid Griep Symphony Fund 14,653 Cable Family iHuman Youth Society Endowment Fund 45,528 John & Barbara Poole Family 804,617 Cable Family Operation Friendship Edmonton Women’s Shelter Funds Seniors Society Endowment Fund 45,528 Edmonton Women’s Shelter Fund 4,272 Cable Family Priest Retirement Endowment Fund 45,528 John & Barbara Poole Family 350,577 Cable Family SKILLS Endowment Fund 96,638 Fringe Theatre Adventures Society Funds Camp Health Hope & Happiness Society Funds Canadian Arts & Heritage Fund 72,853 Camp Health Hope & Happiness Society Fund 248,451 Cohos Evamy Endowment Fund 9,871 Kiwanis Club of Edmonton Downtown Fund 9,759 Fringe Theatre Adventures Society Fund 118,321 Hugh & Madge McColl Camp Fund 23,051 Grant MacEwan Community College Centre for Family Literacy Society of Alberta Funds Foundation Funds Centre for Family Literacy Grant MacEwan Community College Society of Alberta Fund 91,912 Foundation Fund 3,194 John & Barbara Poole Family 25,028 John & Barbara Poole Family 28,744 Citadel Theatre Funds Junior Achievement Funds Canadian Arts & Heritage Fund 1,903,006 Junior Achievement Fund 23,841 Citadel Theatre Fund 1,523,127 Junior Achievement of Northern Alberta Fund 50,833 Dr. Susan & Ove Minsos Q.C. & Family Reagan Williams Achiever of the Year Citadel Fund 45,970 Scholarship Fund 23,862 John & Barbara Poole Family 1,338,735 Lieutenant Governor of Alberta Arts Award Funds Joseph H. Shoctor Fund 306,417 Alberta Centennial Legacy Fund 481,097 Edmonton Arts Council Funds Lieutenant Governor of Alberta Arts Award Fund 1,462,757 Edmonton Artists’ Trust Fund 149,024 National Theatre School of Canada Funds Lakhani Family Fund 14,963 Canadian Arts & Heritage Fund 65,833 Lee Fund for the Arts 1,125,504 John & Barbara Poole Family 121,246 John & Barbara Poole Family 694,254 Norquest College Funds Church Corporation Funds John & Barbara Poole Family Norquest Fund 234,470 Anne Carmichael Children’s Fund 9,717 Stollery Norquest Student Fund 230,066 Edmonton City Centre Church Corporation Fund* 150,176 Pilgrim’s Hospice Society Funds William Daly Fund 32,559 Audrey Luft Fund 11,279 Annie Hole Children’s Nutrition Fund 1,671,787 John & Barbara Poole Family 25,089 Edmonton Folk Music Festival Society Funds Richard Eaton Singers Funds Canadian Arts & Heritage Fund 231,420 Canadian Arts & Heritage Fund 23,420 Edmonton Folk Music Festival Society Fund 538,966 Richard Eaton Singers Fund 72,424 Edmonton Opera Funds Salvation Army Funds

Canadian Arts & Heritage Fund 700,788 John & Barbara Poole Family 291,182 Dr. David Cook Fund for Edmonton Opera 14,266 Salvation Army Endowment Fund 73,684 Edmonton Opera Endowment Fund 88,126 St. Albert Community Foundation Funds Edmonton Opera Endowment Trust Fund 14,049 Stanley Dennis Memorial Fund 25,629 Edmonton Opera Staff Contributions Fund 19,347 Jamison Family Fund 119,469 Irving Guttman Opera Endowment Fund 31,121 St. Albert Community Fund 70,061 Dianne & Irving Kipnes Opera Fund 142,694 Thatcher Neonatal Care Fund 291,882 John & Barbara Poole Family 696,172

Francis Price & Marguerite Trussler Family Fund 285,941

30 Edmonton Community Foundation • Annual Report 2009 * Funds established by the John & Barbara Poole Family DESIGNATED FUNDS (continued) Year End Balance Year End Balance Terra Future Builders Funds Victoria School Foundation for the Arts Endowment Funds Jac’y Hayter Achieving Dreams Together Fund 63,456 Audrey & Greg Greenough Family Fund 12,181 John & Barbara Poole Family - School Nutrition 108,207 Victoria School Foundation Terra Education Fund 21,166 for the Arts Endowment Fund 1,250,973 Terra Future Builders Fund 28,210 YWCA Funds United Way of the Alberta Capital Region Funds Roger & Peggy Gouin Fund 44,123 Anonymous Fund #12 885,778 John & Barbara Poole Family 67,569 Anonymous Fund #13 885,687 Youth Emergency Shelter Society Funds John & Barbara Poole Family 1,072,109 John & Barbara Poole Family 365,142 Lillian A. Simonet United Way Fund 485,427 John Slatter Fund 110,947 Youth Emergency Shelter of Edmonton Fund 21,674 Youth Emergency Shelter Society Fund 11,127 TOTAL: DESIGNATED FUNDS $ 43,640,766

TOTAL DISBURSEMENTS IN 2009: $ 1,100,525

ABC Head Start Society 2,853 Citadel Theatre 92,112

Alberta Ballet Company 18,531 CKUA Radio Foundation 995

Alberta Baroque Music Society 6,947 CNIB (Alberta-NWT Division) 333

Alberta Cancer Foundation 11,064 DOGS with WINGS Assistance Dog Society 283

Alberta Craft Council 1,000 Dreamspeakers Festival Society 653 E4C (Edmonton City Centre Church Corporation) 6,114 Alberta Emerald Foundation 13,757 Edmonton and Area Land Trust 309 Alberta Lung Association 586 Edmonton Arts Council 61,769 Alberta Synod of the Evangelical Lutheran Church in Canada 6,760 Edmonton Caring Clowns Society 160

Alzheimer Society of Canada 289 Edmonton Folk Music Festival Society 10,752

Amiskwaciy Academy 341 Edmonton Heritage Festival Association 380

Anglican Parish of Christ Church 1,312 Edmonton Humane Society (SPCA) 4,708

Art Gallery of Alberta 148,084 Edmonton Inner City Housing Society 26,070

Ascension Lutheran Church 314 Edmonton Kiwanis Music Festival Association 43,015

Banff Centre 1,312 Edmonton Musical Theatre Society 780

Birthright Edmonton 260 Edmonton Opera Association 36,750

Bissell Centre 10,788 Edmonton Police Foundation 15,804

Boyle McCauley Health Centre 4,626 672

Boysdale Camp Foundation 2,325 Edmonton Public Schools 141

Brian Webb Dance Company 2,202 Edmonton Symphony Society 33,977

Camp Health, Hope & Happiness Society 9,399 Edmonton Women’s Shelter Ltd. 10,218

Canadian Cancer Society 539 Esk-Omi Missions Inc. 260

Canadian Diabetes Association Foundation of Newman Theological College 199 of Alberta & NWT Region 539 Franciscan Sisters Benevolent Society 200 Canadian Federation for Sexual Health 6,900 Friends of Boys’ and Girls’ Clubs of Edmonton 6,207 Canadian Mental Health Association Friends of St. Albert Children’s Theatre Society 241 Alberta Division, 1984 5,000 Fringe Theatre Adventures Society 3,267 Canadian Parks and Wilderness Society 2,159 Glenrose Rehabilitation Hospital Foundation 3,623 Canadian Red Cross Society, Edmonton 3,192 Good Samaritan Society 900 Capital Care Foundation 1,727 Good Shepherd Lutheran Social Service Society 496 Caritas Hospitals Foundation 4,879 Grant MacEwan University Foundation 3,020 Catholic Charities Society 539 Habitat for Humanity Edmonton Society 104,630 Centre for Family Literacy Society of Alberta 3,734 Heart & Stroke Foundation of Alberta 1,404 Cerebral Palsy Association in Alberta 11,467 Hervey Foundation for Cats 209 CFRN-TV Good Neighbour Fund Society 397 HIV Network of Edmonton Society 326 Children’s Ability Fund 586

20 Years of Giving 31 DESIGNATED FUNDS DISBURSEMENTS (continued)

Horizons Training Centre Society 166 Robertson Wesley United Church 531

Junior Achievement of Northern Alberta & NWT 1,628 Royal Alexandra Hospital Foundation 838

Juvenile Diabetes Research Foundation Canada 333 Royal Military College Club of Canada Foundation Inc. 15,949

KidSport Alberta 723 Salvation Army Alberta & NWT Division 12,451

Knox Metropolitan United Church 378 Scarboro Foreign Mission Society 540

Leadership Edmonton 834 Search & Rescue Association of Alberta 307

Legal Archives Society of Alberta 3,678 Seniors Association of Greater Edmonton (SAGE) 20,324

Lieutenant Governor of Alberta Arts Awards Sign of Hope Society, Archdiocese of Edmonton 199 Foundation 62,229 Societe des Missionnaires D’Afrique (Peres-Blancs) 199 Literacy Alberta Society 311 St. Albert Community Foundation 15,838 Mustard Seed Street Church (Edmonton) 1,968 Stanley A. Milner Library 3,643 National Theatre School of Canada 3,046 STARS (Alberta Shock Trauma Air Rescue Society) 2,587 Nature Conservancy of Canada 20,351 Stollery Children’s Hospital Foundation 1,550 Newly United Operatic Vocalists Association 735 Teen Time of Edmonton 329 Newman Theological College Terra Association 3,983 & St. Joseph Seminary 286 Tevie Miller Heritage School Society 302 NorQuest College 13,211 United Way of the Alberta Capital Region 107,305 Northern Alberta Institute of Technology Foundation 2,525 University Hospital Foundation 4,984

Northern Alberta Society for Animal Protection 210 University of Alberta 3,017

Northern Gateway Regional Division #10 500 Victoria School Foundation for the Arts 389

Options Sexual Health Association 11,900 Westend Seniors Activity Centre 672

Orchid Species Preservation Foundation of Alberta 300 Wildlife Rehabilitation Society of Edmonton 210

Our House (Edmonton) Ltd. 322 WINGS of Providence Society 1,111

Pilgrims Hospice Society 801 Works International Visual Arts Society 1,239

Pro Coro Society - Edmonton 825 Youth Emergency Shelter Society of Edmonton 13,931

Richard Eaton Singers 1,867 YWCA of Edmonton 3,585 our CHiLDrEn’s miLLEnnium FunDs Through the support of several generous donors, Our Children Millennium Funds provide an enduring legacy to help ensure children begin life with the support they need to succeed.

Many donors have made contributions to the General Fund including the following:

$1,000,000 + $100,000–$999,999 $10,000–$99,999 John & Barbara Poole Family Anonymous Allen Family Robert & Shirley Stollery & Family John & Maggie Mitchell Fountain of Hope Don & Joan Stanley (Bank of Montreal) Jim & Diana Greer Charity Classic Bruce Saville

Year End Balance Year End Balance David William Bell Memorial Fund 14,162 John Edward & Mary Ann Hockin & Family Fund 22,882 Bicentennial Fund 96,165 Darlene & Doug McNally Family Fund 17,321 Steven & Patty Glover Family Fund 44,921 Our Children’s Millennium (General) Fund 3,986,487 Sarah & Martin Gouin Family Fund for Children 1,281,585 TOTAL: OUR CHILDREN’S MILLENNIUM FUNDS $ 5,475,398 Hawkesworth/Kriviak Family Fund 11,875

TOTAL DISBURSEMENTS TO SUCCESS BY 6 IN 2009: $ 174,467

32 Edmonton Community Foundation • Annual Report 2009 soCiaL EntErprisE FunDs The Social Enterprise Funds provide financing and technical assistance to charitable organizations engaging in social enterprise and affordable housing projects.

Year End Balance Year End Balance

Garber-Conrad Social Enterprise Endowment Fund 29,405 Social Enterprise Capital Grant Fund 75,827 Social Enterprise Capital Endowment Fund Social Enterprise Operating Fund 1,146,807 General Loan Fund 471,953 TOTAL: SOCIAL ENTERPRISE FUNDS $ 2,180,333 United Way of the Alberta Capital Region Endowment Fund 456,341

An additional anonymous $1 million is included in the Donor Advised Funds section of this annual report.

PATH TO LOAN GRANT IN 2009: $ 5,000

The SEF manages two separate pools of loan capital: the capital invested by the ECF which is managed for the benefit of charities and the capital invested by the City of Edmonton in the Edmonton Social Enterprise Loan Fund, a Part 9 company of which the ECF is a member, and which is managed for the benefit of charities and non-profits. The City of Edmonton contributed $3,000,000 in seed funds to the Company in 2008. The Foundation received a total of $1, 140,000 to hold in the Social Enterprise Endowment Operating Fund to enhance the sustainability of the Social Enterprise Fund. (For further details please refer to the Edmonton Community Foundation Consolidated Financial Statements as posted on-line at www.ecfoundation.org.)

EDmonton anD arEa LanD trust FunDs The Edmonton and Area Land Trust is a vehicle for conserving, protecting and restoring natural areas of ecological significance within the City of Edmonton and surrounding areas. The Land Trust is designated to own land outright or hold conservation easements on land owned by others. The Trust receives donations of land and conservation easements or funds used to purchase land and support stewardship and monitoring. Edmonton and Area Land Trust founders:

• City of Edmonton • Legacy Lands Conservation Society

• Edmonton Community Foundation • Urban Development Institute – Greater Edmonton Chapter • Edmonton Nature Club

• Land Stewardship Centre of Canada

Year End Balance Year End Balance

Edmonton and Area Land Trust Capital Fund 14,868 Ross & Eleanor Wein Family Fund 9,689

Edmonton and Area Land Trust TOTAL: EDMONTON AND AREA LAND TRUST FUNDS $ 2,762,624 Operating Endowment Fund 2,738,067

TOTAL DISBURSEMENTS TO EDMONTON AND AREA LAND TRUST IN 2009: $ 113,753

20 Years of Giving 33 Donor aDVisED FunDs Donors provide annual advice and recommendations to the Foundation about which charities they wish to support with their funds.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance

Allen Family Fund 3,373,685 Tony & Daniela Franceschini Family Fund 1,005,145

Alzheimer Research & Support Fund 14,372 Future Project Fund 24,566

Andrekson Family Fund 118,720 Carol Gilfillan Fund 45,412

Anonymous 800,000 Carol A. Gouin Memorial Fund 46,745

Anonymous Fund #10 8,185,239 Sarah & Martin Gouin Family Fund 2,143,215

Anonymous Fund #11 3,001,113 Gower Family Fund 11,181

Anonymous Fund #14 4,009,673 Grieve/Jones Family Fund 103,927

Anonymous Fund #3 22,503,063 Erin Noelle Guthrie Memorial Fund 79,152

Anonymous Fund #7 14,721,751 Hartnagel Family Fund 23,458

Anonymous Fund #8 5,141,345 Rick & Connie Hendrickson Family Fund 48,225

Anonymous Fund #9 15,275,916 Joyce A. Hendrickson Fund 12,492

Heinrich & Lina Aulbach Fund 12,873 Bettie Hewes Memorial Fund 26,771

Bacon Family Fund 38,880 Alice & Brian Hinds Fund 15,244

Robert A. & Maria Bailey Fund 112,337 Gail & Bruce Hogle Family Fund 9,546

Sharon & Douglas Barbour Fund 11,626 Hole Family Fund 2,293,753

Basken Family Fund 13,475 Jack & Audrey Holmes Fund 52,917

Baydala-Krawiec Endowment Fund 23,417 John & Leni Honsaker Fund 138,026

Alice & Alan Bell Fund 21,284 Fabian Bubel Hopkins Fund 10,674

Fred & Helen Bentley Kay & Steve Hrudey Memorial Fund 34,930 Education in Agriculture Awards Fund 55,874 Hutton Family Fund 1,305,328 Barbara G. Blackley Fund 34,869 Katherine Jacob Fund 17,151 David Bodnarchuk Fund 21,168 Jones Eidem Fund 9,066 Ruth & Dudley Bristow Family Fund 179,449 Jenny Jungkind Memorial Fund for Music Buchwald Family Fund 20,191 and for Quality of Life 12,627

Christopher & Lisa Cairns & Family Fund 13,237 Karbani Family Fund 12,828

Gil Charest Living Quilt Fund 20,485 Dr. T.A. Kasper Family Fund 563,264

Ross and Muriel Cheriton Fund 22,606 John & Linda Kimmitt Family Fund 19,766

AGMJJ Cheung Family Fund 10,450 Larry & Kathy Klaus Fund 25,338

Ernie Christman Family Fund 413,518 Gerald Knoll Family Fund 282,889

Cinders Fund 636,584 La Bruyère Fund 410,444

Crescent Hill Fund 79,300 William & Shirley Lakey Family Fund 48,600

Jock Dawe Fund 174,148 Lammerink Family Fund 180,146

De Bathe Family Fund 9,294 Laurie/Thomson Fund 11,552

Herman & Elly de Jongh Fund 69,176 LeLacheur Family Fund 135,062

Ann & John Dea Family Fund 35,306 Don & Mary Leverington Fund 9,101

Shannon and John Dean Endowment Fund 10,127 Life Is A Promise Endowment Fund 705,925

Randy Diamond & Dree Thomson-Diamond Fund 25,493 LMG Fund 58,258

Jenny Diment Fund 41,931 Lost Coin Fund 17, 212

Edmonton Chamber of Commerce Linda & Kim Mackenzie Family Fund 18,621 Endowment Fund for Children in Need 444,655 Manning Family Fund 11,410 Jim & Sheila Edwards Family Fund 23,300 Bill Marsden Motion Picture Practicum Fund 19,057 Eidem Family Fund 205,453 Hugh & Madge McColl Family Trust Fund 215,986 Bev & Norm Ellingson Family Fund 70,184 McCuaig Desrochers Centennial Fund 133,663 Fenna Family Fund 54,674 Lawrence & Edith McRae Fund 557, 216 Lak & Ayoma Fernando Family Fund 20,179 Kathryn & Robert Merrett Fund 28,794 Eldon & Anne Foote Fund 5,111,850 John & Maggie KHG Mitchell Family Fund 778,666 Colin Forbes Memorial Fund 10,313 Doreen & Zenith Moisey Fund 882,695 34 Edmonton Community Foundation • Annual Report 2009 DONOR ADVISED FUNDS (continued)

Year End Balance Year End Balance

Moses Charitable Fund 58,252 Teri Taylor-Tunski (T3) Fund 396,860

Music of the Spheres Legacy Fund 96,786 Joe & Nancy Thompson Family Fund 1,154,498

Nancy’s Butterfly Fund 59,985 Ron & Dorothy Triffo Family Fund 2,739,610

Eileen Nash Memorial Fund 48,847 Victor-Osten Fund 720,817

NAVIFUND 51,689 Watson Family Fund 106,851

Maggie & Jim Neilson Family Fund 15,927 Weir Family Fund 698,556

Jim Noble Family Hope Fund 20,614 Genevieve (Jean) Whiting Fund 54,612

Nunastar Properties Fund for Northern Children 1,097,870 Dave Williams Leadership Award Fund 28,009

Odynski Family Fund 22,569 Douglas & Jane Wilson Fund 45,085

Ogilvie Fund 321,108 Justin J. Wong Memorial Fund 24,534

Fonds Vital & Colleen Ouellette Endowment Fund 13,616 C.J. Woods, FCA Family Fund 228,541

Judith Peglau Family Fund 44,512 Ron & Donna Worthington Family Fund 33,819

V.N. & A.J. Pratt Fund 125,309 Yih Family Charitable Giving Fund 9,144

John & Connie Prentice Family Endowment Fund 475,064 Ralph & Gay Young Family Fund 469,823

Nora & Don Prentice Family Fund 10,231 Ralph & Gay Young Family Capital Fund 523,957

Rainbow Fund 12,889

Douglas & Kathleen Ritchie Family Fund 18,929 FAMILIES OF DONOR ADVISED FUNDS

Ann & Steve Robson Family Fund 10,434 Rotary Club of Edmonton West Funds

Arnold & Grace Rumbold Fund 157, 2 23 Rotary Club of Edmonton West Fund 70,046

Bud & Laverna Salloum Family Fund 45,387 Zen Moisey Rotary Club of West Edmonton Fund 12,391

Don & Georgie Scafe Fund 30,473

Schizophrenia Millennium 2000 Fund 13,045 EDMONTON COMMUNITY FOUNDATION FLOW-THROUGH FUNDS

Owen Schlosser Fund 13,876 Anonymous 200,000

Semchishen Family Fund 54,746 General Edmonton Community Foundation Flow-through Fund 1,161,796 Craig Simpson & Friends Charity Funds 34,350 Life Is A Promise Charity Fund 280,000 Rod & Jane Simpson Family Fund 24,138 Nunastar Properties Fund for Northern Children 28,000 Slavik Family Fund 305,991 Stollery Small Grants Fund 66,100 Don & Joan Stanley Fund 1,617,452

Jean & Gerry Staring Fund 45,502

Pam & David Steeves Fund 10,938 TOTAL: DONOR ADVISED FUNDS $ 111,954,034 P & L Strohschein Family Fund 254,606

TOTAL DISBURSEMENTS IN 2009: $ 4,880,292

Abbottsfield Youth Project 13,750 Art Gallery of Alberta 381,500 ABC Head Start Society 30,000 Arthritis Society (Alberta & NWT Region) 345 Alberta Association for Community Living 500 Bamfield Arts Council 10,000 Alberta Ballet Company 16,000 Banff Centre 15,000 Alberta Baroque Music Society 900 Battle River Regional Division #31 700 Alberta Cancer Foundation 5,852 Bent Arrow Traditional Healing Society 700 Alberta Council for Environmental Education 10,000 Bernadette N. Swan Social Care Foundation 200 Alberta Council on Aging 300 Bev Facey Composite High School 500 Alberta Craft Council 5,000 Big Brothers Big Sisters Society of Edmonton & Area 20,000 Alberta Lung Association 1,000 Bird Studies Canada 200 Alberta Wilderness Association 500 Bissell Centre 66,091 All Saints’ Anglican Cathedral 1,000 Black Gold Regional Division #18 700 ALS Society of Canada 500 Bow Valley Community Foundation 2,000 Alzheimer Society of Alberta & Northwest Territories 959 Boyle McCauley Health Centre 3,566 Anglican Parish of Christ Church 1,600 Braemar Baptist Society of Edmonton 1,500 Animal Cancer Therapy Subsidization Society 100 Bread of Life Ministries of Western Canada 1,500

20 Years of Giving 35 DONOR ADVISED FUNDS DISBURSEMENTS (continued) British Columbia Guide Dog Services 60,000 Edmonton People In Need Shelter Society 100

British Columbia Society for the Prevention Edmonton Police Service 1,500 of Cruelty to Animals 30,000 Edmonton Public Schools 1,200 Foundation 500 Edmonton Symphony Society 5,650 Camp Health, Hope & Happiness Society 1,000 Edmonton United Jewish Appeal 125 Canadian Breast Cancer Foundation 1,500 Edmonton Women’s Shelter Ltd. 7,0 08 Canadian Centre for Policy Alternatives 500 Edmonton Youth Orchestra Association 1,140 Canadian Diabetes Association of Alberta & NWT Region 3,711 Edzimkulu, A Society for Children of AIDS 56,200 Canadian Hunger Foundation (CHF) 20,000 Elk Island Public Schools Regional Division #14 700 Canadian Paraplegic Association (Alberta) 300 Esther Honens International Piano Competition Foundation 5,100 Canadian Parks and Wilderness Society 2,000 Excel Resources Society 2,700 Canadian Red Cross Society, Edmonton 5,800 Fire Fighters Burn Treatment Society 500 Canadian Society of Decorative Arts 5,000 Fort Edmonton Foundation 500 Canadian Wildlife Federation 200 Fort Hospital Foundation 589 Capital Care Foundation 1,000 Franciscan Sisters Benevolent Society 20,000 Caritas Hospitals Foundation 7,152 Friends of Boys’ and Girls’ Clubs of Edmonton 8,486 CASA Child, Adolescent and Family Mental Health 15,000 Friends of PAAFE CASA Foundation 5,000 (Prostitution Awareness & Action Foundation) 5,000 Catalyst Theatre Society of Alberta 2,000 Friends of the Canadian Museum for Human Rights Inc. 15,000 Catholic Social Services 1,000 Girls Incorporated of Durham 300 Centre for Family Literacy Society of Alberta 5,256 Global Angel Charitable Organization 15,000 CGIT Board of Edmonton Society 15,000 Grant MacEwan University Foundation 715,602 Child Evangelism Fellowship of Canada 500 Greater St. Albert Catholic Regional Div. #29 700 Christmas Bureau of Edmonton 3,000 Gull Lake Baptist Camp 500 Citadel Theatre 253,145 Habitat for Humanity Edmonton Society 718 City of Edmonton, Parks 30,000 Hazel Bluff United Church 500 CKUA Radio Foundation 5,000 Heart & Stroke Foundation of Alberta 1,000 CNIB (Alberta-NWT Division) 500 Holy Trinity Anglican Church 4,000 Community Foundations of Canada 3,000 Hope Foundation of Alberta 500 Compassion Canada 600 Hope Mission 11,038 Concordia University College 5,000 iHuman Youth Society 324,556 Diabetes Research Institute Foundation, Canada, Inc. 145 Jellinek Society 145 David Suzuki Foundation 500 Juvenile Diabetes Research Foundation Canada 20,000 Doctors Without Borders Canada 20,145 Kids Kottage Foundation 30,000 Dogs with Wings Assistance Dog Society 512 Kids Up Front Foundation (Edmonton) 15,000 E4C (Edmonton City Centre Church Corporation) 127,675 Kids With Cancer Society of Northern Alberta 157,000 Ecojustice Canada 13,000 KidSport Canada 12,000 Edmonton Beth Shalom Congregation 180 Leukemia Research Fund of Canada 500 Edmonton Caring Clowns Society 645 Life Outreach International 1,280 Edmonton Down Syndrome Society 5,000 Make-A-Wish Foundation of Northern Alberta 30,000 Edmonton Gleaners Association 9,032 Mark Mercier Foundation 5,000 Edmonton Heritage Festival Association 400 McDougall House Association 30,000 Edmonton Humane Society (SPCA) 41,000 Mental Health Foundation 11,000 Edmonton Inner City Housing Society 28,300 Mothers Against Drunk Driving (MADD Canada) 500 Edmonton International Street Performers Festival 645 Multicultural Family Resources Society 3,000 Edmonton Kiwanis Music Festival Association 218 Multiple Sclerosis Society of Canada, Edmonton Meals on Wheels 1,200 Alberta Division 2,000 Edmonton Mennonite Centre for Mustard Seed Street Church (Edmonton) 38,288 Newcomers Society 1,513 Nature Conservancy of Canada 11,148 Edmonton Musical Theatre Society 5,500 New Tribes Mission of Canada 2,500 Edmonton New Shadow Theatre Society 2,000 Newly United Operatic Vocalists Association 1,265 Edmonton Opera Association 1,650 NorQuest College Foundation 5,000

36 Edmonton Community Foundation • Annual Report 2009 DONOR ADVISED FUNDS DISBURSEMENTS (continued)

Northern Alberta Institute of Technology 9,500 Temple Beth Ora Congregation of Edmonton 1,200 Northern Light Theatre 2,000 Terra Association 55,819 Norwood Child & Family Resource Centre 800 Theatre Network (1975) Society 500 Novayana Society for Eastern and Western Studies 6,000 Tides Canada Foundation 10,000 Operation Eyesight Universal 500 Ukrainian Shumka Dancers 20,000 Operation Friendship 300 UNICEF Alberta 10,000 Options Sexual Health Association 500 UNICEF Canada 450 Parkinson’s Society of Alberta 500 United Way of Greater Victoria 15,000 Pembina Foundation for Environmental Research United Way of the Alberta Capital Region 47,050 and Education 1,500 United World Mission of Canada, Inc. 689 Personal Community Support Association of Alberta 22,862 University Hospital Foundation 128,305 Phillips Exeter Academy Canadian University of Alberta 506,455 Scholarship Foundation 100,000 University of Regina 14,000 Pilgrims Hospice Society 55,000 Valley Zoo Development Society 1,000 Planned Lifetime Advocacy Network (PLAN) Edmonton 10,000 Vibrant Communities Edmonton 25,000 Recreation for Life Foundation 1,000 Voice of the Martyrs Inc. 260 Ridley College 400,000 Walterdale Theatre Associates 2,000 Rotary Club of Edmonton West 5,000 War Amputations of Canada 145 Rotary Foundation Canada 1,200 WINGS of Providence Society 3,000 Royal Alexandra Hospital Foundation 246,000 Winnifred Stewart Association for the Mentally Handicapped 200 Salvation Army Alberta & NWT Division 7,814 Women Building Futures Society 300 Samaritan’s Purse - Canada 966 Wordfest Banff-Calgary International Save the Children - Canada 500 Writers Festival 5,000 Seniors Association of Greater Edmonton (SAGE) 200 Workshop West Playwrights’ Theatre Society 2,403 Shiloh Rebman Youth Ranch Society 1,000 World Federalist Foundation 300 Southminster-Steinhauer United Church 5,000 World Relief Canada 966 Spinal Cord Injury Treatment Centre World Wildlife Fund Canada 1,300 (Northern Alberta) Society 45,000 Writers’ Guild of Alberta 5,000 STARS (Alberta Shock Trauma Air Rescue Society) 30,702 Yellowstone to Yukon Conservation Stephen Lewis Foundation 1,400 Initiative Foundation 25,000 Stollery Children’s Hospital Foundation 8,859 YOUCAN - Edmonton 5,000 Stratford Shakespearean Festival of Canada 600 Young Men’s Christian Association of Edmonton 10,000 Support Network 1,822 Youth Emergency Shelter Society of Edmonton 64,300 Taylor University College & Seminary 3,000 Youth Restorative Action Project 31,200 Teatro La Quindicina Theatre Society 2,000 Zebra Child Protection Centre Society 1,000 sCHoLarsHip, Bursary anD aWarD FunDs Donors help students achieve their educational and career goals by offering support with scholarships based on a wide range of criteria. These funds can be discretionary, designated or donor advised.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance

Acadia House Scholarship Fund 10,017 Thomas Chong Memorial Trust Fund 38,792

All Weather Windows’ Scholarship Fund 174,392 Frantisek Cikanek Memorial Fund 12,170

Diana Bacon Scholarship Fund 13,668 Judy Craig Teacher Development Endowment Fund 9,440

Albert Bodnarchuk Award Fund 10,694 Esther & Peter Cunliffe Fund 52,047

Margaret-Ellen Bonar Scholarship Fund 10,618 Evelyn Mary Darch Memorial Fund 11,886

Cheriton Student Award Fund 333,732 ERHC Trade Scholarship Endowment Fund 299,227

20 Years of Giving 37 SCHOLARSHIP, BURSARY AND AWARD FUNDS (continued)

Year End Balance Year End Balance

Nancy Fairley Scholarship Fund 230,616 Alexandra Munn Scholarship Fund 46,172

Farmer Family Instrumental Organ Evelyn & Gene Norville Memorial Scholarship Fund 73,575 Scholarship Fund 29,444 Dr. David Plotsky Memorial Fund 9,257 Farmer Family Kiwanis Fund 17,598 Ernest E. Poole 1906 Stoughton Awards Harry Farmer Memorial Fund 12,326 Endowment Fund 94,614

Kathleen Farmer Memorial Fund 12,326 Della Roland Memorial Fund 10,957

Mike Fogolin Spirit of Champions Scholarship Fund 46,399 Saint John’s School of Alberta Bursary Fund 15,756

John Patrick Gillese Fund 12,672 Saint John’s School of Ontario Bursary Fund 26,068

Sarah & Martin Gouin Family Education Fund 970,635 Father Sargeant Scholarship Fund 9,014

Marshall Hamar Memorial Fund 33,184 Maria T. Schneider Fund 18,041

Chris Hunter Memorial Fund 23,090 Shauna Seneca Award Fund 14,131

Chris Judge Endowment Fund 39,599 Ranald & Vera Shean Memorial Scholarship Fund 870,147

Rose Margaret King Education Fund 533,107 Stollery Community Scholarship Fund 100,594

Jeffrey Klaus Scholarship Fund 61,869 Stollery Education Trust Fund 236,694

Catherine Lalonde Memorial Scholarship Fund 58,364 Symphony Women’s Educational Assistance Fund 44,322

Charmaine Letourneau Fund 36,043 Vasa Skandia Award Fund 27,650

Beverley MacLean Legacy Fund 70,808 John & Andrea Wallin Fund 23,730

ManCap Legacy Education Grant Fund 426,630 BELCOURT BROSSEAU MéTIS AWARDS FUNDS

Al Maurer Awards Fund 12,154 Belcourt Brosseau Métis Awards Fund 13,012,228

McCauley School “Invest in the Future” Enbridge Pipelines Inc. Belcourt Brosseau Métis Scholarship Fund 23,327 Awards Fund 71,538

Dr. John Melling Scholarship Fund 1,288,402 TOTAL: SCHOLARSHIP, BURSARY AND AWARD FUNDS $ 19,701,053 Jean & Gregory Moisey Fund 19,667

Leilani Muir Fund 51,008

Paul & Florence Mulyk Fund 10,614

TOTAL DISBURSEMENTS IN 2009: $ 675,792

Foundation Administered Edmonton Police Service 2,251

166 Belcourt Brosseau Métis Awards recipients 490,444 Edmonton Public Schools 1,745

1 Community Scholarship recipient 2,000 Edmonton Youth Orchestra Association 3,406

5 Nancy Fairley Scholarship recipients 10,000 Grant MacEwan University 23,585

2 Don Howden and Jane Squire Howden Awards Hope Mission 2,000 recipients 5,000 Lethbridge College 10,000 7 Rose Margaret King Merit Award recipients 12,500 ManCap Foundation 12,527 1 Charmaine Letourneau Scholarship recipient 1,500 Neuchatel Junior College 2,000 1 David Plotsky Award recipient 500 NorQuest College 17,000 2 Probert Math Award recipients 8,306 Northern Alberta Institute of Technology 9,000 5 Ranald & Vera Shean Memorial Scholarship recipients 9,753 Outward Bound Canada 1,200

4 John & Andrea Wallin Award recipients 1,500 Pembina Hills Regional Division #7 500

1 Youth Formerly in Care Bursary recipient 1,378 Rimbey Christian School Society 500

Other Royal Canadian College of Organists Edmonton Centre 1,400 Andrew School 629 South East Cornerstone School Division #209 3,031 Concordia University College 5,000 University of Alberta 32,637 Edmonton Catholic Separate School District 7 2,000 1,000 Edmonton Kiwanis Music Festival Association 1,000 Yellowhead Koinonia Christian School 500

38 Edmonton Community Foundation • Annual Report 2009 EmErGinG FunDs Emerging Funds allow donors to gradually build named funds. This option encourages a first gift of $1,000 plus the donor’s commitment to add steadily to the fund until it reaches $10,000. Amounts are disbursed to charitable causes only when the Fund reaches this level.

New funds in 2009 are listed in bold type.

Year End Balance Year End Balance

26BG1234 Family Fund 1,926 Mark D. Lepine Fund 1,081

Anonymous 6,788 Leung Family Fund 4,962

Anonymous Fund #15 2,368 A. Blair McPherson Memorial Fund 8,947

Sam and Sonia Azer Family Fund 7,108 Memorial and Traffic Safety Fund 8,728

Babb/Murchison Family Fund 600 Margaret Michaud Family Fund 4,528

Banister Family Fund 5,762 Nichols Family Fund 6,095

Michael and Kathryn Brechtel Fund 100 Otteson Family Fund 6,572

Bull Family Fund 1,963 Pamela Paul Endowment Fund for the Prevention of Family Violence 1,416 David & Deb Cautley Family Legacy Fund 1,612 Pilgrims Hospice Fund 5,548 CKUA Board of Directors Fund 6,685 Platten-Brimacombe Family Fund 4,707 Collinge Fund 8,048 David & Cheryl Porter Fund 8,806 Coutts/Jager Family Fund 9,129 Allan R. Purvis Junior Hockey Memorial Fund 7,455 Mary DeFerro Fund 226 Redshoe Family Fund 2,286 Edmonton in Bloom Fund 3,466 Geraldine Cecilia Riley Fund 5,647 Edmonton Refugee & Emerging Community Awards Fund 4,505 Ross Sheppard Alumni Basketball Award Fund 4,029

Diann & Art Etter Fund 2,558 Gwen & Gordon Rowswell Fund 5,206

Charlotte and Tom Fredericks Fund for CKUA 922 Shelemey Client Memorial Trust Fund 7,6 37

Aletha Joy Bourne Gilsdorf A Family That Cares – READ2KIDS Memorial Fund 8,661 John & Avery Stobbe Family Fund 8,331

Frederic and Alma Gojmerac Family Fund 3,046 Emmy Stuebing Family & Friends Fund 3,884

Harper-Kennedy Fund 4,517 Teen Time of Edmonton Fund 5,516

Holy Spirit Lutheran Church Fund 930 Tiger Family Fund 8,151

Jane Hopkinson Fund 1,377 United Way of the Alberta Capital Region Endowment Fund 5,658 House Family Fund 3,633 Walterdale Players’ Endowment Fund 430 Karen L. Johnson Fund 9,801 YESS 2 Love Fund 1,026 Keating Family Hedgehog Fund 101 Yez Family Fund 9,139 Dawson J. Koski Memorial Fund 9,505 Princess Taz Zowtuk Family Fund 421 William Arnold (“Bill”) Lee Fund 7,5 47 TOTAL: EMERGING FUNDS $ 250,871 Kathy Lenihan Fund 1,781

opEratinG EnDoWmEnt FunDs Edmonton Community Foundation’s goal is to maximize the amounts available to support charities. The Foundation takes a prudent approach to the cost of operations and sincerely appreciates the assistance of donors who contribute directly to the operating costs of Edmonton Community Foundation or to the Operating Endowment Fund.

Year End Balance Year End Balance

Edmonton Community Foundation Jack Watson Family Fund 9,579 Operating Endowment Fund 2,648 TOTAL: OPERATING ENDOWMENT FUNDS $ 2,189,154 John & Barbara Poole Family 2,176,927

TOTAL DISBURSEMENTS IN 2009: $ 69,588

20 Years of Giving 39 aDministErED FunDs Administered funds are held for other charities as a community service. These funds are not endowed with the Foundation. No new Administered Funds have been accepted since January 1, 2005.

Year End Balance Year End Balance

AGSEB Fund 27,394 Imrie Fund for Community Mental Health 212,812

Alberta Aviation Museum Endowment Fund 155,175 Inner City Youth Housing Project Fund 46,709

Battle River Community Foundation Fund 5,028,599 Jewish Family Services Fund 69,874

Boys’ & Girls’ Clubs of Alberta Fund 11,931 Lion’s Eye Bank (Alberta) Society Vern Millard Memorial Endowment Fund 62,362 Brail Tone Music Society of Canada Fund 11,143 Mayerthorpe Area Community Foundation Fund 128,007 Canadian Mental Health Association Alberta East Central Fund 56,599 Norwood Community Service Centre Endowment Fund 14,650 CFRN TV Good Neighbour Fund Society Fund 4 37,056 Our House Addiction Recovery Fund 158,862 Cosmopolitan Music Society Administered Fund 42,986 Shragge (Jewish Family Services) Fund 15,719 Drayton Valley Community Foundation Fund 464,589 Sigma Alpha Mu (Jewish Family Services) Fund 15,107 Edmonton Art Gallery Building Fund 21,050 Sisters of Our Lady of the Cross Edmonton Concert Hall Foundation Endowment Educational Assistance Fund 119,070 Endowment Fund 4,809,278 Sport Central Association Fund 106,631 Edmonton Jewish Community Charitable Foundation Fund 548,652 St. Albert Community Foundation Administered Fund 17, 270 Edmonton Regional Science Fair Endowment Fund 9,528 St. Paul’s Foundation (Edmonton) Fund 1,852,431

Edmonton Rotary Club Foundation Fund 720,424 Strathcona Shelter Society - A Safe Place Fund 8,982

Edmonton’s Food Bank Fund 671,644 Telephone Historical Centre Endowment Fund 31,574

EICHS Projects Built After 1995 Tevie Miller Heritage School Society Fund 95,351 Replacement Reserve Fund 355,761 Vega Scholarship Fund Environmental Law Centre (Alberta) Society Fund 130,267 (for the Edmonton Space and Science Centre) 76,397

General Hospital (Grey Nuns) Foundation Fund 54,316 Writers Guild of Alberta Fund 10,084

Heritage Agricultural Society Endowment Fund 64,257 TOTAL: ADMINISTERED FUNDS $ 17,087,047

Heritage Festival Fund 424,506

TOTAL DISBURSEMENTS AND TRANSFERS IN 2009: $ 2,072,525

40 Edmonton Community Foundation • Annual Report 2009 Financial Highlights Year ended December 31, 2009

• Total value of funds amounted to $254.8 • Return on investment of 14.75% net of million (2008: $220.5 million) average custodian and investment counsel • $18.4 million received in contributions fees (2008: -14.70%) (2008: $24.6 million) • Annualised return of 7.96% since 1989 (gross • 43 new funds created (2008: 52) of fees) • Total disbursements for charitable causes • Net administration costs were 0.67% of the were $10.5 million (2008: $10.2 million) average market value of all funds, excluding custodian and investment counsel fees (2008: 0.60%)

45% Donor Advised 5% Field of Interest 32% Arts, culture 10% Health & wellness 67% Salaries and 4% Professional fees Funds Funds & heritage 6% Scholarships contract services 3% Program & 21% Designated Funds 1% Restricted Fund 23% Social & & awards 14% General community community administration support 12% Community Funds 1% Combined 6% Environment, services recreation & leisure 10% Communications 2% Occupancy 7% Administered Purpose Funds 20% Education & donor services Funds 1% Operating 3% Other & learning 6% Scholarship, Endowment Funds Bursary and 1% Social Enterprise Award Funds Funds

FUNDS DiSbURSemeNtS FoR aDmiNiStRatioN The total value of the funds was ChaRitable PURPoSeS Net adminstration costs were kept to $254.8 million. Disbursements for charitable purposes 0.67% of the average market value of (thousands of dollars) were $10.5 million (including $2,073,000 all funds. from funds administered for other Donor Advised Funds1 $ 115,308 charities) . Designated Funds2 53,097 (thousands of dollars) (thousands of dollars) 3 Community Funds 29,833 Salaries & contract services $ 1,339 Arts, culture & heritage $ 3,321 Administered Funds 17,087 General administration 277 Social & community services 2,362 Scholarship, Bursary Communications & donor services 203 and Award Funds 15,323 Education & learning 2,134 Professional fees 92 Field of Interest Funds 13,702 Health & wellness 1,060 Program & community support 53 Restricted Fund 3,077 Environment, recreation & leisure 676 Occupancy 45 Combined Purpose Funds 3,045 Scholarships & awards 600 2,009 Operating Endowment Funds 2,189 Other 310 Contributions & recoveries (435) Social Enterprise Funds 2,180 $ 10,463 $ 1,574 $ 254,841

1 Includes Emerging and Flowthrough Funds 2 Includes designated Scholarship, Bursary and Award, Our Children’s Millennium and Edmonton & Area Land Trust Funds 3 Includes Memorial (discretionary) and Winspear Funds

20 Years of Giving 41 FinanCiaL rEport

Donors trust Edmonton Community Foundation portfolio mix regularly. Investments are to make effective decisions to best meet the professionally managed, earning an annualized needs of the community, now and forever. rate of return on pooled investment of 14.75% in 2009 (net of average fees) and 7.96% since 1989 GOVERNANCE (gross of fees). A 12-member volunteer board represents the community’s interests, sets direction and dISbuRSEmENT GuIdElINES standards and monitors all facets of our By following a disciplined disbursement policy operations. and in accordance with Canada Revenue Agency guidelines, funds keep pace with Created through an Act of the Legislature of inflation and can accommodate periodic Alberta, Edmonton Community Foundation weak investment performance. Over time, became active in 1989. A Committee of our community receives more support than Nominators, whose responsibility it is to if any higher percentage of fund value were appoint members to the Board, is created disbursed. through appointment by the mayor of Edmonton, the president of the Chamber of AdmINISTRATIVE COSTS ANd CuSTOdIAN Commerce, the president of the Edmonton and ANd INVESTmENT COuNSEl FEES District Labour Council, the senior Justice of Net administration costs and custodian the Court of Queen’s Bench of Alberta resident and investment counsel fees are kept to in Edmonton, the University of Alberta the approximately 1% of the average market United Way of the Alberta Capital Region and value of all funds. the Edmonton Bar Association. The Board then Net earnings in excess of disbursements, elects a chair and deputy chair and appoints administrative costs and custodian and a secretary. investment counsel fees are reinvested so the Additional community volunteers serve on Foundation’s endowment funds and grants a number of committees chaired by a Board continue to grow year after year. member. The committees offer counsel to staff Edmonton Community Foundation does not and provide recommendations to the Board to undertake fundraising events or campaigns help meet its overall responsibilities. for which it pays fundraising fees, costs or The Chief Executive Officer, hired by and expenses, although there may be occasional reporting to the Board, hires and manages all events organized by volunteer third parties. staff and ensures that everyone works together within the strategic direction set by the Board. Consolidated investment Portfolio (December 31, 2009) INVESTmENT PRACTICE 27% Fixed Income Edmonton Community Foundation investment 24% Canadian Equities and disbursement practices reflect the 18% International Equities long-term time horizon that is the nature of 17% U.S. Equities permanent endowments. We are committed to 6% Cash, Cash Equivalents providing maximum benefits to our community, and Money Market Funds now and forever. 5% Real Estate 2% Infrastructure An Investment Committee with senior level 1% Mortgage Funds investment management experience reviews performance using a benchmark performance measurement system. The Board reviews investment performance and the target

42 Edmonton Community Foundation • Annual Report 2009 auDitors’ rEport

To the directors of the Edmonton Community Foundation

The accompanying summarized consolidated statement of financial position and the summarized consolidated statement of changes in fund balances are derived from the complete consolidated financial statements of Edmonton Community Foundation as at December 31, 2009, and for the year then ended, on which we expressed an opinion without reservation in our report dated March 19, 2010. The fair summarization of the complete financial statements is the responsibility of management. Our responsibility, in accordance with the applicable Assurance Guideline of the Canadian Institute of Chartered Accountants, is to report on the summarized consolidated 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 consolidated financial statements do not contain all the disclosures required by Canadian generally accepted accounting principles. Readers are cautioned that these statements may not be appropriate for their purposes. For more information on the entity’s financial position, results of operations and cash flows, reference should be made to the related complete financial statements.

Signed by Deloitte & Touche LLP Chartered Accountants

May 17, 2010

Edmonton Community Foundation is committed to full accountability and transparency in all we do. Consolidated investment Portfolio (December 31, 2009) Our full audited financial statements are available on our website at www.ecfoundation.org or to receive copies by mail please call (780) 426-0015.

20 Years of Giving 43 summarizED ConsoLiDatED statEmEnt oF FinanCiaL position December 31, 2009 (thousands of dollars)

2009 2008 ASSETS CURRENT Cash and cash equivalents $ 2,921 $ 2,642 Trust assets – investments 560 – Trust assets – 766 Current portion of loans receivable 305 305 Amounts receivable 1,478 1,072 5,264 4,785 LOANS RECEIVABLE – 305 INVESTMENTS 250,850 217,373 CAPITAL ASSETS 138 155 $ 256,252 $ 222,618 LIABILITIES CURRENT Accounts payable and accrued liabilities $ 339 $ 267 Distributions payable 70 624 Trust liabilities – investments 560 – Trust liabilities – 766 Funds administered for others 17,087 16,216 Deferred contributions 83 300 Deferred contributions – province operating 74 61 Deferred contributions – province path to loan grants 80 100 Deferred contributions – safety council 75 – Deferred contributions – social impact 130 – 18,498 18,334 FUND BALANCES Endowment funds 226,144 194,451 Non–endowment funds 8,533 6,581 Restricted fund 3,077 3,252 237,754 204,284 $ 256,252 $ 222,618

Approved by the board:

Karen Platten, Director Ove Minsos, Director

44 Edmonton Community Foundation • Annual Report 2009 summarizED ConsoLiDatED statEmEnt oF CHanGEs in FunD BaLanCEs Year ended December 31, 2009 (thousands of dollars)

2009 2008

Non- Non- Endowment endowment Restricted Endowment endowment Restricted Funds Funds Fund Total Funds Funds Fund Total Contributions $ 12,879 $ 4,059 $ – $ 16,938 $ 19,824 $ 3,566 $ – $ 23,390 Investment income (loss) 27,431 785 (175) 28,041 (41,878) (941) 2,075 (40,744) Expenditures - net (2,674) (79) – (2,753) (2,634) (61) – (2,695) Distributions approved (5,943) (2,813) – (8,756) (7,416) (2,568) – (9,984) Transfers from (to): Endowment funds – – – – – 15 – 15 Non-endowment funds – – – – (15) – – (15) Administered funds – – – – 3 487 – 490 INCREASE (DECREASE) DURING THE YEAR 31,693 1,952 (175) 33,470 (32,116) 498 2,075 (29,543) BALANCE BEGINNING OF YEAR 194,451 6,581 3,252 204,284 226,567 6,083 1,177 233,827 BALANCE END OF YEAR $ 226,144 $ 8,533 $ 3,077 $ 237,754 $ 194,451 $ 6,581 $ 3,252 $ 204,284

20 Years of Giving 45 others Who make it all Happen

Edmonton Community Foundation sincerely appreciates the generous support provided by many people who share their time & talent. Your knowledge and expertise help keep the Foundation connected and relevant.

Greg Bainbridge Paul Freeman Karen Lynch Debbie Bryson Carol Gilfillan Wendy Macdonald Jeff Bryson Lynn Groves Hautmann Alexandra Munn Cindy Burgess Tara Hatch Marni Pearce Peni Christopher Marilyn Huber Virginia Stephen Bill Dean Hussein D. Kanji Njeri Waiyaki Don Dickson Karen Link Marilyn Wilson

The following organizations also share their time and expertise to help keep costs low and service high.

City of Edmonton Community Services The Dagny Partnership Deloitte & Touche LLP MacPherson Leslie Tyerman LLP McLennan Ross LLP Minsos Stewart Masson

Will Power-Wills Week offers free public seminars that encourage people to make or update their wills. Each year lawyers and steering committee members volunteer their time to talk about the importance of having an up-to-date will, using the services of professional advisors and including favourite charities as beneficiaries. These public service events reached over 1,000 participants in 2009.

Lynne Butler, Scotia Private Client Group Avideh Musgrave, Richie Mill Law Office Shelly Chamaschuk, Reynolds, Mirth, Richards & Farmer LLP Jennifer Ornstein, Field Law Jean Coutts, Heritage Law Office Crista Osualdini, McLennan Ross LLP Dawn Hawley, Plan 4 Karen Platten, McLennan Ross LLP Wanda M. Fawcett, Bishop & McKenzie LLP Hilary Tanasichuk Professional Corporation Lois MacLean, De Villars Jones John B. Williams, Prowse Chowne LLP Andrew McLaughlin, Turning Point Law

46 Edmonton Community Foundation • Annual Report 2009 our staff

From top left Martin Garber-Conrad, Chief Erich Welz, Special Funds & Shirley Short, Receptionist Executive Officer Technical Administrator Glenda Wyatt, Project Teresa Goldie, Executive Anita Bauman, Consolidated Assistant Assistant Trust Accountant Bob Ward, Executive Director, Craig Stumpf-Allen, Director, Kathy Hawkesworth, Director, Social Enterprise Fund Special Funds Donor Services Scott Graham, Director, Carol Watson, Initiatives & Karen Good, Donor Services Community Grants Communications Associate Judith Peglau, Program Mira Seliga, Director, Finance Liz Lepp, Donor Services Administrator, Grants Ana Robitu, Associate Kerri De Luca, Donor Services Operations Accountant Assistant

20 Years of Giving 47 Foundation Leaders

board of Linda Hughes audit Committee Carolyn Graham* investment Jai Parihar Directors Zaheer Lakhani Ove Minsos, Chair Wayne Committee Harold Roozen Karen Platten, Kauffman* Penny Omell, John Mahon† Diane Davies Peter Stephen Chair Chair Ove Minsos Linda Hornung Ove Minsos* John Holmlund, Joanne Beaton Penny Omell Ruhil Popatia * Departing Vice-Chair† Bill Grace Larry Pana† Joyce Tustian members in Joanne Beaton Dave Guernsey 2009. Rod Rode Garth Warner Melissa Field† John Holmlund Garth Warner† Yusuf Karbani* Neil Gower, Ross Lizotte Secretary † Missing from Arthur Madden photo.

Ove Minsos Penny Omell

Linda Hughes

Karen Platten

48 Edmonton Community Foundation • Annual Report 2009 20 Years Governance Committee of Ove Minsos (We were saddened when Tom Olenuk Committee Nominators Tom Olenuk passed away suddenly in November 2009) Larry Pana, Chair Neena Ahluwalia Anne Smith of Giving Reg Basken Joanne Beaton Greg Jaycock George Dawson Ove Minsos Justice Sheila Rod Rode Greckol

Edmonton Community Foundation is celebrating Neil Gower 20 years of philanthropy in Edmonton. Over those Rod Rode

20 years, the Foundation has gained a reputation in Joanne Beaton the community for its expertise at building bridges between donors’ wishes and the needs of charities. Zaheer Lakhani The generosity of our donors has helped make ECF the fourth largest community foundation in Canada.

Donations to the Foundation are endowed, which means they are permanently invested for long term growth. The initial gift grows through investment to provide ongoing support – forever. Earnings from the donations provide ongoing support to charitable activities.

Over these past 20 years, the Foundation’s assets have grown to more than $250 million and have granted more than $110 million to the community. We think this is something worth celebrating. 9910–103 Street NW Edmonton AB T5K 2V7 www.ecfoundation.org Tel 780.426.0015 Fax 780.425.0121 Email [email protected] Business number (for charitable purposes) 12243 7072 RR0001

At time of printing this Annual Report is sponsored in part by: EDMONTON COMMUNITY FOUNDATION • ANNUAL REPORT 2009 REPORT • ANNUAL FOUNDATION COMMUNITY EDMONTON

Vision Creative Inc.

This annual report was printed on recycled paper. EDMONTON COMMUNITY FOUNDATION • ANNUAL REPORT 2009 Designed by Vision Creative Inc. www.visioncreativeinc.com