Central Okanagan Foundation Annual Report 2010

Central Okanagan Foundation Annual Report 2010

A Word from our Board Chair and E.D.

2009-2010 has been an exciting time at the Central Okanagan Foundation. The last two years of staying the course and being fiscally prudent brought our endowment back into the black. At year end August 31, 2010 the board was able to approve a distri- bution of 3% without touching capital. Signing hundreds of letters and cheques to Central Okanagan charities was indeed a pleasure!

The past year has been a time of reflection and innovation. While the Central Okanagan Foundation remains steadfast in our commitment to endowment, we have the privilege of working with donors and staff who share our passion for finding new ways to meet our goals. Our donors have been clear that they desire a balance between long term vision and current needs. Flow-through gifts that go immediately to charities to continue their valuable work remain high and have become an increasingly important part of community foundation work.

We have said good bye to some long time board members who will be missed, but we have also said hello to new directors with fresh energy, new ideas and equal enthusiasm for what a community foundation can do. With new tools in our granting toolbox and warm support for our innovative ideas; we look forward to 2010-2011 with confidence. As we sail forward we know that our destination remains the same; we have simply adjusted our sails to take full advantage of the winds.

Tom Fellhauer Leanne Hammond Komori Board Chair Executive Director

Vital Actions 2009-2010

In Fall 2009, COF was pleased to publish our first Central Okanagan Vital Signs Report. We were delighted that it was received with so much enthusiasm. The report will be published every second year to spark dialogue and guide our com- munity donors, funders and charitable groups in the vital work we all do.

Vital Signs is more than a report; it is a program that focuses on what we are doing well, and illuminates areas where we still have much work to do. Since Fall 2009 we have seen donors begin deep discussions of our findings, we have been privileged to convene diverse voices hoping to find a way to work together, and we have started to incorporate Vital Signs into COF‘s own strategic grantmaking.

One of our biggest successes has been COF‘s participation in FRED (Funding Really Excellent Development). Motivat- ed by the finding that up to 25% of children in our community arrive at kindergarten ‗unprepared‘, the FRED Funders table came together with the shared belief that together we can do more than any of us can do alone.

This is not your ordinary sandbox… if Funders can pool resources and work together; so can the non-profit groups help- ing our children. The Sandbox Development Group is a group of non-profit agencies working with Success By 6 to offer family resource programs in seven neighbourhoods from Lake Country to Peachland.

The real winners are children and their families. This project is an important step in building collaborative efforts to sup- port and improve early childhood development initiatives for children 6 years of age or less and their families. While the Central Okanagan has had family support programs for years, FRED has allowed expansion to neighborhoods without a program site or where a site is available, but the program has exceeded the number of families it can accommodate.

This project is enhancing programs, creating opportunities and fostering community capacity building. Congratulations to the Sandbox Development Group for this revolutionary approach.

COF would like to thanks to our fellow ―Freddies‖: United Way, Success by 6, The Colin and Lois Pritchard Foundation, Kids Care, Ministry for Children and Families, Interior Savings Credit Union and MacKay LLP.

For more information visit www.CentralOkanaganFoundation.org and the Success By 6 page at www.unitedwaycso.com

If you want to go fast, go alone; if you want to go far, go together. -African Proverb

Central Okanagan Foundation Annual Report 2010

How to Give…

The Central Okanagan Foundation is about making the donor experience meaningful, personal and most of all easy. We offer a variety of gifting options to suit your needs.

Pledge Funds To make things easier - all of the funds listed below can be paid over time. With a minimum gift and a pledge you can create a named fund for any charitable purpose. Pledge Funds offer the flexibility to add to the fund over time while the fund reaches its desired goal.

Community Fund Donation (no gift too small) Our ―Community Fund‖ is a general fund that combines gifts of various sizes from individuals and groups. The income on this fund is distributed through the grant application process. Community Funds ensure that future generations can make a difference to our community relevant to changing community needs. Funds can be endowed or ―Flowed-through‖ to make an immediate impact.

Named Designated Fund (minimum $10,000) A designated fund allows you to benefit a charity or your choice. Each year the income from your endowment fund is dedicated to that charitable organization exclusively. The fund can be named after your family, your business, or the charity itself. (This fund can be started with $2000 and a pledge to contribute $2000 each year for 5 years until the fund reaches $10,000)

Field of Interest Fund (minimum $10,000) This type of fund allows you to direct the income from your fund more broadly to cover a particular area of interest rather than any specific organi- zation; e.g. arts, youth, health, education, etc. (This fund can be started with $2000 and a pledge to contribute $2000 each year for 5 years until the fund reaches $10,000)

Donor Advised Fund (minimum $50,000) The most flexible of funds, Donor Advised Fund income can be re-directed to different charitable causes each year. This fund provides donors with the same benefits as a Pri- vate Foundation without the administrative costs or onerous reporting responsibilities. Donor Advised Funds also allow for succession planning if you would like to pass the legacy of giving along to your children. Donors always have the option of having us take on this responsibility instead of naming a successor. (This fund can be started with $10,000 and a pledge to contribute $10,000 each year for 5 years until the fund reaches $50,000)

One for 10 & 10 for All (minimum $10,000)

This fund is geared to those of us who want to get involved in philanthropy in a more grad- ual way. This fund allows donors to start a named fund with $1000 and a pledge to give $1000 per year until the fund reaches $10,000. Income from this fund goes to the Community Granting cycle where our volunteer committees consider a broad range of applications from groups seeking funding for valuable projects in our community. Call us for more details!

Investing in our Future... Bursaries and Scholarships

COF is proud to partner with the Central Okanagan Bursary and Scholarship Society to award high school graduates with support to continue on to post-secondary studies. With the support of our Donors, COF facilitated 52 awards to deserving students in 2009.

COF also works directly with colleges and universities across the country to offer scholarships and bursaries created by our Donors. In 2009 we provided over $25,000 in awards to stu- dents studying at the following institutions:

British Columbia Institute of Technoligy, Capilano University, Okanagan College, Seneca College of Applied Arts & Tech- nology, St. Francis Xavier University, Trinity Western Univer- sity, University of British Columbia, University of British Co- lumbia Okanagan, University of Calgary, University of Guelph, University of Victoria, University of Waterloo, University of Winnipeg.

Okanagan Sun Scholarship Grants

Through the support of our sports oriented donors, in 2009 COF facilitated a new scholarship program that provided over $15,000 in educational support to Okanagan Sun players in pursuing academic excellence.

This new partnership allows donors with a passion for football to assist in offering our athletes a well-rounded educational experience.

Photo to left Sun Players pry an $8,000 donation cheque away from Cary Lehmberg and Gladys Fraser of Scotiabank

Central Okanagan Foundation Annual Report 2010 Grants City of Kelowna Kelowna Community Social Development COF administers 3 programs for the City of Kelowna; Commu- Grants ( Continued) nity Social Development Grants to organizations offering pre- Society of St. Vincent De Paul of ventative social programs, Emergency Grants to assist organi- Central Okanagan 900 zations through a short term financial crisis and Grants to Ad- Tourette Syndrome Foundation of Canada 100 dress the Sexual Exploitation of Youth. 75,472 City of Kelowna Emergency Grants Friends of the Kelowna Fire Museum Society 4,500 Kelowna Sexual Exploitation of Youth Grants Resurrection Recovery Resource Society 4,500 CASEY - Community Against Sexual 9,000 Exploitation of Youth 6,300 Kelowna Community Social Development Central Okanagan Elizabeth Fry Society 6,750 Grants New Opportunities for Women (NOW) Arion Therapeutic Riding Association 4,500 Canada Society 4,320 Brain Trust Canada Association 400 YMCA-YWCA of the Central Okanagan 2,430 Bridge Youth and Family Services Society 800 19,800 Canadian Red Cross - BC Southern Region 290 Central Okanagan Elizabeth Fry Society 9,000 Central Okanagan Women's Resource & 414 Church Serve Canada 9,000 Inn from the Cold - Kelowna 1,908 Interior Alzheimer Support Society 500 Karis Support Society 2,250 Kelowna & District Society for 2,100 Kelowna Community Foodbank Society 5,400 Kelowna Family Service Centre Society 5,445 Living Positive Resource Centre, Okanagan 2,250 Okanagan Lifetime Networks Association 5,000 Okanagan Suicide Awareness Society 240 Project Literacy Kelowna Society 6,300 Reach Out Youth Counselling & 9,000 Resurrection Recovery Resource Society 6,075 Seniors Outreach Services Society 3,600

City of Kelowna

In 2009, COF was pleased to be asked to administer 3 addi- tional City of Kelowna Arts related granting programs. The following groups were recommended for grants based on the City‘s grant application process:

City of Kelowna – Arts, Culture & Heritage Grants Central Okanagan Heritage Society 10,000 Chamber Music Society 8,000 Cool Arts Society 4,000 Kelowna City Band 5,000 Kelowna Folk Club 4,000 Kiwanis Music Festival Society of Kelowna 7,500 Okanagan Festival Singers 2,000 Okanagan Film Festival 7,500 Okanagan Jazz and Blues Society 4,000 Ponderosa Spinners and Weavers 1,000 Theatre Kelowna Society 10,000 Viva Musica Society 14,500

77,500

City of Kelowna - Community Festivals, Events and Projects Grants BC Old Time Fiddlers, Branch 7 2,500 British Columbia Dragoons 4,000 Whizzbang Association Canadian Mental Health Association 2,500 Farmers Market 1,500 Kelowna Ballet Society – Ballet Kelowna 10,000 Kelowna City Band 1,750 Kelowna Community Music School 1,500 Kelowna Pipe Band 2,500 Okanagan Greens Society 2,500 Okanagan Historical Society 5,000 Okanagan Jazz and Blues Society 7,000 Okanagan Pride 7,000 Rotary Centre for the Arts 10,000 Rutland Park Society 4,000 Uptown Rutland Business Association 5,750 67,500 Central Okanagan Foundation Annual Report 2010 Grants Flow Through Grants

These grants are provided by donors wishing to support the immediate and critical needs of our community. Individual flow through grants are often pooled with other gifts that recognize the same need and respond together.

ADCB-Assoc. for Benefit of Children with Disabilities 2,500 Agur Lake Camp Society 2,500 Arthritis Society of BC & Yukon 5,000 Arts Council of the Central Okanagan 1,500 BC Cancer Foundation 1,000 Central Okanagan Child Development Association 2,000 Central Okanagan Emergency Shelter Society 1,000 Central Okanagan Hospice Association 1,000 Central Okanagan Land Trust 2,000 Community Recreational Initiatives Society 2,500 Kelowna Family Service Centre Society 5,000 District of Lake Country / Project Build II 90,000 Kelowna General Hospital Foundation 11,908 First Lutheran Church of Kelowna 10,460 Kiwanis Music Festival Society of Kelowna 1,100 Inn from the Cold - Kelowna 1,000 Okanagan College Foundation 3,000 Kelowna & Dist. Society for Community Living 2,500 National Sports Trust / Okanagan Sun 1,000 Kelowna & District Society for People in Okanagan Symphony Society 3,000 Motion 1,000 Open Learning Agency 5,000 Royal Canadian Geographic Society 5,000 Smart Risk Foundation 35,110 Summer Arts Scene For Youth 521 Unitarian Fellowship of Kelowna 5,000 United Way of the Central and South Okanagan 11,000 University of British Columbia 1,500 University of British Columbia - Okanagan 3,800 University of British Columbia - Okana- gan Creative Writing Award 1,000 Williams Wace Administration Fund 1,000 219,899

Central Okanagan Foundation Annual Report 2010 Donors Advocis Jamie Browne Norman & Judith Akins Myles & Stephanie Bruckal The Althorp Family Janet G. Brumpton Anonymous Graham & Judy Burns Lindsay Anders Built-Rite Homes Rob & Lynn Anderson Brad Bushell Lee Appleton Jeff Buskel Ken W. Arcuri Bruce Campbell Mario Arra Goodwill & Daphne Campbell Theresa Arsenault & Stuart Marshall Government of Canada Gary August Canadian Union of Public Employees Local 338 Estate of Eveline Aynsley Dee Capozzi Bacas Holdings Ltd. Krista Capozzi Backcountry Horsemen of BC - Okanagan Chapter Lauren Capozzi Peter & Marie Baigent Paul Carson Estate of Madge Bannister Walden Central Okanagan Hospice Association Stephanie & George Barnes CATO Centre for Arts & Technology Okanagan Beachtek Inc. Sandy Chambers Caroline Bedard Shirley Clarke Martin Beechener Julie Clitheroe Fred & Dianna Behrner Coldwell Banker Horizon Realty Ltd. Bennett Contracting Ltd. Community Foundations of Canada Louise Berlin Teresa J. Compton Lawrence Berrigan Kevin Cousins Manse Binkley & Anna Hunt-Binkley Janice Croswell BMO Employees Charitable Foundation Elizabeth Croteau Diane Bond & David Bond Jimmy Culic Elaine Borden Denis Daigle Brenda Bordo Nicole Daigle George Bradley & Carol Sprecher Vallier Daigle Frank Brennan The Bridge Youth & Family Services Society Nigel Brown Rick & May Brown

Central Okanagan Foundation Annual Report 2010 Donors Gino Dal Ponte John Goncalves Carole D'Arcy Grant Thornton Patricia Davis Marian Grimwood Ann Dearle Craig Gronsdahl Destination Homes Harry Grossmith John Diduch Guys & Dolls Hair Studio Alan & Carol Dolman Alan & Ruth Hahn Wayne Dosch Hilary Hahn Arlene Draper Estate of Jean Hall John & Linda Edwards Melanie Hall Szyszkiewicz Diane Van Den Eerenbeemt Carol Hammond Louise Elliott & Geoff White Harold Hamel Dale A. Ens Craig & Bev Hansen Alita Fennell Ken & Gwen Harding Anita M.R. Funk Kent Harris Catherine Fillis Leah Heaps Mary Fabris & Paul Chappie Christina Herbers Diane Facciotti James Herdman John and Wendy Falkowski Veronica Hickey Donna Marie Farley Barb Hogberg Farris, Vaughan, Wills & Murphy Lawyers Keshia Holland-Shankar Pay & Kelly Fay Dr Richard & Heather Hooper Thomas Fellhauer Willa Hudson Jon & Heather Fennell J.W. Hughes William & Patricia Fennell Douglas Hum Fidelity Investments Canada ULC Cynthia Hunter John Finch Estate of George Hyde FH & P Lawyers Rhonda S. Hymers Marjorie Flett Investors Group Financial Services Inc. - Kelowna Franklin Templeton Investments Corp. Lyle Isenor Henry Funk Brad Hammer Jackson Gamma Mu Beta Sigma Phi Dr. Hugh & Valerie Jarvin GeoTility JDS Energy & Mining Inc. Carolyn Gillespie Marcia Johanssen Angela Gillis Johnson Meier Insurance Group

Brian E. Johnston MacIntosh Properties Ltd. Bruce & Jacquie Jones Kathleen Mackenzie Peter & Paula Kast MacKenzie Financial Corporation Kelowna Art Gallery Ford D Mallett City of Kelowna Joan Mann Kelowna Community Resources Helen, Jay & Tracy Marks Kelowna Flightcraft Group of Companies Ltd. Robert F. Marriage Kelowna Museums Society Gillian Martin Kelowna Rebekah Lodge # 36 Shirley Mason Kelowna Running Club Pam and Rick Matzigkeit Taryn Kennedy Donna McAllister Dr. Kong Khoo Robert & Sharon McCoubrey Estate of Rosemary King Blaine McKain Estate of William Kitt Cheryl Miller Dr. W.J. Knox IODE Dorothy Mills Kohler Canada Darren Morcom Leanne Hammond Komori Estate of Eleanor Morrison Chad Krahn Estate of John Patrick Moss Thomas Kuntz Neil & Shirley Murray Todd Kyllo National Bank Financial Wanda Laderoute & Michael Ikert Dr. Bill & Mary Ellen Nelems Charles & Chritiane LaFleche Nelson Bros. Oilfield Services. Louise Lafreniere Andrew Nelson District of Lake Country John Newsom Ross Langford Donna Nicholas Barb Lawson Scott Norris Marc Leost Heide Leven Joel & Tami Lewis Sung Lim Bret Loge Theresa Loudan

COF IMPACT Fund

The COF is pleased to announce our “IMPACT” fund—a flexible non-endowed fund to be used for granting opportunities, operational excellence and to respond to emerging opportunities that ben- efit our community. For information on making a gift to our IMPACT Fund please contact us at 250-861-6160 or [email protected]

Central Okanagan Foundation Annual Report 2010 Charity Begins at Home - COF Summer Social

What better way to spend a summer afternoon in August than in the company of good friends for a good cause. The Central Oka- nagan Foundation wishes to thank our gracious hosts Tony and Lisa Stewart for opening their home to us and special ordering the sun in an otherwise stormy week. The COF is first and foremost about relationships, and this new annual event kicked off with a clear demonstration that once a friend of COF, always a friend of COF. The Stewart Family remains a constant source of support for our community. It has been our pleasure to work with the Stewarts and Stewart kin over three generations. They really em- brace the words ―empowering generations to give‖…

Our thank-you‘s would not be complete without expressing our appreciation to Quails‘ Gate Winery, Neil, Andy and the gang at Nineteen Grill and Lounge, Cheryl Miller, Mark Oakley, and volunteers Kris Johnson, Odessa Lauro and many others for making the afternoon such a pleasure. Stay tuned for our feature location for Charity Begins at Home 2011!

Dominic Petraroia and Dick Stewart Deborah and Doug Owram, Jason Keeley, Sharon McCoubrey

Anna Hunt-Binkley and Rosemary Stewart Lisa Stewart and Allison Taylor

Theresa Arsenault and Doug Owram Jamie Browne and Daphne Richards

Colin and Lois Pritchard and Alison and Barry Moscrop Stafford McKergow, Jacquie Jones, Stuart Marshall

We say good-bye to a treasured friend...

Ron Russell, former director and champion of the Central Okanagan Foundation, passed away on January 27th, 2010.

Ron was an ardent supporter of the Central Okanagan Foundation, joining its board of directors in 1994, serving as Chair in 1997-98, and serving on the Investment Committee until 2009. In 2003 he wrote these words to the Board of Directors of the Foundation:

“I would like to thank the Founders and the current Board for creating and maintaining such a wonderful organization. Nine years ago, my choice to join the COF Board was because I wanted to belong to an organization which had a broad community reach. At the time I did not realize what a great fit it would be for me. My career had been focused on making situa- tions better than I found them, one family or one business at a time. Working with an organi- zation whose objective is to leave our community better than we found it was a perfect personal and philosophical fit”.

Ron‘s legacy will live on. To make a donation in honour of Ron‘s deep commitment to our community call 250-861-6160

Central Okanagan Foundation Annual Report 2010 Donors Mark & Carol Oakley Rotary Centre for the Arts Carol O'Connor / Sarsons Quilting & Crafts Rotary Club of Kelowna Ogopogo Odyssey Electric Ltd. Rotary Club of Lake Country Okanadian Management Corp./ Ernie & Marilyn St. Pierre Ron & Priscilla Russell Grant Oram Tyler Russell Orchard City Abbeyfield Society Tyson Russell Orchard City Lodge IOOF #59 Rutland Minor Baseball Association Okanagan Military Museum Society Tracey Santos Okanagan Lifetime Networks Association Lenard & Arlene Schafer Michael O'Neill Dieter Scherfenberg Donna Paoletti Randy Schueler P & D Logging Ltd. Ann Scothorne Peachwood Custom Cabinets Ltd. Scotiabank The Corp. of the District of Peachland Joan Scott Yolande Pelletier Nelson G. Scott Kate Pendray Scuka Enterprises Ltd. Dominic & Sharon Petraroia SEI Investments Canada Company Donald & Joan Pettman Lois & Cliff Serwa Marina Pettman Terri & Brad Serwa Nathalie Pichard Adrienne Skinner & David Allard Frank Piquard Rose Marie & Mark Smithies Reg Pixton John Smith Vicki Presley Kevin Smith Lita F. Prince Elizabeth Smith Colin & Lois Pritchard Linda A. Smallshaw The Property Source Group Coreen Sol Pushor Mitchell LLP Bryan D. St. George Quails’ Gate Estate Winery Ben & Ruth Stewart RBC Foundation Brian & Joanne Stewart Railyard Enterprises Ltd. Tony & Lisa Stewart Raymer Parents Advisory Council Stonecastle Investment Aparna Rege Strategic Charitable Giving Foundation A. B. Reynolds Rudy Streu Ken & Susan Ross James & Anna Stuart Lois Rosen Janine Summach-Glover

Summer Arts Scene for Youth Wildwood S.D.A. Church Sun Life Frank & Kathleen Williams Keeley Switzer Kenneth Wilson Dianna Syrnyk Winn Rentals “Contributions in Memory of” Marilyn & Andrew Szita Cheryl Woods Albert Bosch Carol Taylor John Woodfield Bill Doughery Duarte & Natasha Teixeira John & Nancy Woodworth Suzanne Erskine Carol & Peter Teschner David Woollerton Josie Evans Jordon Tetreau Charlene Wowchuk Helen Gaigg Robert W. Thompson YMCA YWCA of the Central Okanagan Malcolm Greenwood Roberta & Duncan Tough Ross Young Frances Kayban Miles & Jean Treadgold Susan & Grant Young Glen Edward Kirby Lockwood Renee Claude Tremblay Rev. Hector MacLeod Byron Truswell Ed Nicholas Cameron Turner Nolen Peters Cheryl Turton Ron Russell Caesar Turri Joan Simpson Don & Lucy Turri Andrew Scott Walker Ulevog Financial Corporation Joan Wilkinson William & Joan Ungarian Rusitna Vataman Lionel T. Wace Future Gifts—we wish to thank do- Scott & Cynthia Walker nor who have named COF in their Peter Wannop wills, life insurance policies, RRSP's, Julie & Jake Warkentin RRIF's or other planned financial James Hugh Whiteside Anonymous Whisper Enterprises Corporation Ken Arcuri Craig White Cynthia Hunter Whitworth Holdings Ltd. Henry/Stewart/Russell Ruth C. Whitson A.B. Reynolds Rosaline Robertson

Carol Taylor

Ann Scothorne Lionel Wace Kenneth Wilson

Have you thought about leaving a gift for your community in your will? Anyone can leave a legacy.

For information for leaving a bequest to the Central Okanagan Foundation please contact Leanne Hammond Komori at 250.861.6160 or [email protected] You can also find sample wording for wills on our website: at www.CentralOkanaganFoundation.org

We make giving easy.

Remember, it’s not the size of the gift,

but the act of giving that makes our community such a great place to live. Central Okanagan Foundation Annual Report 2010 Funds Corporate and Charitable Organization Funds

Additions Capital Additions Capital Community Fund - General 288,287 Community Fund - Arts & Culture 1,025 Central Okanagan Bursary and Community Fund - Children, Youth & Scholarship Society Fund 50,000 Family 1,032 7,314 Central Okanagan Bursary and Scholar- Community Fund - Education 1,100 ship Society - Lillian Lotta Ayres Fund 50,872 Community Fund - Health & Community Central Okanagan Child Development Service 1,028 Association Fund 115,066 Community Fund - Heritage & Historical 1,300 Central Okanagan Crime COFFY ( Youth ) Endowment Fund 34,059 Stoppers Fund 25 61,350 Lake Country Millennium Central Okanagan Elizabeth Fry Community Fund 500 9,800 Society Fund 5,909 Millennium Community Fund 824,119 Central Okanagan Hospice Peachland Community Fund 10,000 72,931 Association Fund 90 8,888 Williams/Wace Administration Fund 162,128 Central Okanagan Heritage 4 Children Fund 4,412 Society Fund 16,407 Abbeyfield Houses Society Fund 210 25,042 Central Okanagan Land Trust Fund 30 60,277 Orchard City Abbeyfield Chan Foundation of Canada Fund 5,500 Endowment Fund 645 3,930 Cops for Kids Fund 47,333 ALS Society Fund 7,109 Crossroads Treatment Centre Fund 2,245 Alumni & Friends of Kelowna Secondary Destination Homes Endowment Fund 17,540 17,540 School 91,152 Dr. Knox IODE Fund 10,000 64,762 Animal Welfare Fund 2,001 F H & P Lawyers Fund 500 5,500 B C Farm Women's Network Fund 5,059 Fetal Alcohol Syndrome Fund 96 47,826 B C Orchard Industry Museum Fund 13,326 First Lutheran Christian School Fund 2,000 BC Orchard Industry Doreen Tait Fund 37,402 Mission Creek Greenway Fund 28 5,028 BC Volunteer Fire Fighters The GeoTility Fund 10,000 10,000 Millenium Fund 17,923 Girl Guides Central Okanagan Fund 25,052 Ballet Kelowna Art Creation Fund 63,605 Gorman Bros. Lumber Fund 120,000 BMO Employees of the Okanagan Fund 628 2,785 Grant Thornton / Rutherford Bazett Fund 10,700 BMO Harris Private Banking Fund 10,000 Gyro Club of Kelowna Bursary Fund 51,805 Belaire Women's Society Fund 5,151 HUDAC - Gordon Lee Memorial Bursary 5,000 Built-Rite Homes Fund 30,000 30,000 Interior Alzheimer Support Society Fund 178 27,871 Big Brothers Big Sisters of the Okanagan Interior Savings Children's Fund 2,899 76,341 Endowment Fund 62 5,119 Independent Order of Oddfellows Big Brothers Big Sisters Norm Williams Orchard City Lodge #59 / Kelowna Scholarship Fund 5,000 Rebekah Lodge # 36 Fund 10,000 The Bridge Youth & Family Services Independent Order of Oddfellows Endowment Fund 10,000 10,000 Orchard City Lodge #59 - United Way Canadian Mental Health Association Fund 10,000 Kelowna Fund 5,423

New funds are shown in bold type

Corporate and Charitable Organization Funds

Additions Capital Additions Capital

Independent Order of Oddfellows Mountain Medical Services Society Fund 5,125 Orchard City Lodge #59 - Bursary Myra Bellevue/Okanagan Mountain Fund 20,000 20,000 Provincial Parks Legacy Fund 15,000 Kelowna 2000 Senior Games Naramata - United Church Fund 17,228 Legacy Fund 30,884 National Bank Financial Fund 7,400 42,770 Kelowna Art Gallery Endowment Fund 2,896 Okanagan Boys & Girls Clubs Fund 11,282 Kelowna Art Gallery Renaissance Fund 43,790 Okanagan Chartered Financial Kelowna Central Lions Club Fund 16,000 Analysts Foundation 20,250 51,250 Kelowna Child Care Society Fund 62 15,238 Okanagan College Endowment Fund 100,000 Kelowna Children's Fund (established by Okanagan College Founders Fund 7,761 Madge Bannister Walden) 1,224 264,114 Okanagan Historical Society Fund 12,500 Kelowna & District Society for Community Okanagan Life - Kelowna Living Fund 7,025 Museum Fund 5,156 Kelowna Community Music Okanagan Military Museum School Fund 6,775 Society Fund 1,250 11,160 Kelowna Community Resources Okanagan Music Festival Endowment Fund 10,000 10,000 Composers Fund 5,000 KDBA Kelowna Museum Heritage Fund 5,000 Okanagan Symphony Society People in Motion Kelowna Fund 8,028 Endowment Fund 4,262 90,406 Arts Council of the Central Plan Okanagan Fund 3,440 16,065 Okanagan Fund 10,421 Portuguese Community Fund 200 7,639 Kelowna Friends of Library Fund 5,060 Project Build Fund 403,567 Kelowna Friends of the Musical Project Literacy Kelowna Society Fund 17,284 Arts Fund 5,000 Clients of Pushor Mitchell Fund 2,000 28,500 Kelowna General Hospital Trust Fund 118 132,778 RBC Financial Group Fund 5,500 Kelowna Home Support Fund 164,017 Reaching Out to Youth Kelowna Jaycees Club Fund 55,590 Endowment Fund 9,260 Kelowna Museums Fund 17,023 Pat & Bill Fennell Bursary of the Kelowna Rebekah Lodge Fund #36 Ogopogo Rotary Club Fund 600 12,620 Kathleen Grant Bursary Fund 9,000 Rotary Club of Kelowna Rotary Centre for Arts Fund 12,997 159,309 United Way Fund 5,059 Ki-Low-Na Friendship Society Fund 6,063 Rutland Volunteer Fire Dept. Kiwanis High Noon Fund 6,250 Bursary Fund 8,902 Kiwanis Early Childhood Rutland Minor Baseball Fund 5,991 Education Fund 10,000 Scouts Canada-Central Kiwanis Music Festival Society Fund 5,205 Okanagan Area Fund 92 8,217 Kiwassa Endowment Fund 10,000 Silver Lake Forestry Centre ( Children's Kohler Fund 10,000 10,000 Camp ) BC Forestry Assoc. Fund 44,948 Lake City Casinos Fund 30,000 SPCA Fund ( established by Robert & The Matcon Fund 25,000 25,000 Ivy Link ) 60 18,824 Multiple Sclerosis Society of Canada, Okanagan Chapter Fund 40,048

New funds are shown in bold type Central Okanagan Foundation Annual Report 2010 Funds Corporate and Charitable Organization Funds Individual, Memorial & Family Funds

Additions Capital Additions Capital Herb and Marnie Sullivan Fund for Jack Brow Memorial Fund 9,853 Okanagan Boys & Girls Clubs 5,500 Browne Family Fund in memory of Joan Panton Sunshine Theatre Jeremy Browne 25,050 Endowment Fund 59,364 Gerry Brumpton Memorial Fund 10,000 Theatre Kelowna Society Fund 10,306 Captain C.R. Bull Family Fund 14,738 Tree of Hope Fund 60 14,528 Capozzi Family Fund 2,050 285,237 United Way of the Central Okanagan & Cardoso Family Fund in memory of Paul Similkameen Fund 434,237 Cardoso 13,423 Katie Rena Ham Memorial United Way Carruthers Family & Meikle Family Fund 10,925 Endowment Fund 5,000 Mary H. Cheety Fund 50,000 Marguerite Fuller Memorial United Way Dr. David Clarke Bursary Fund 13,578 Endowment Fund 125,211 Daryl Cochran Legacy Fund 70 28,669 Kelowna Waldorf School Scholarship and K & M Collins Bursary Fund 7,583 Development Fund 5,000 Am Corrado Scholarship Fund 500 12,634 Walker / Link Fund 5,000 Edith M Crossley Memorial Fund 47,336 Whillis Harding Fund 10,000 Ephriam Arthur Day Family Fund 5,100 Wine Museum Fund 5,642 Donald & Ann Dearle Fund 25,000 25,000 Wood Gundy Fund 31,500 Dolman Family Millennium Fund 9,050 YMCA-YWCA of the Central Travis Lefebvre Dosch Memorial Fund 900 9,500 Okanagan Fund 8,507 43,348 Earnest Dudgeon Fund 5,000 Individual, Memorial & Family Funds John & Linda Edwards Family Fund 10,278 10,278 Ellis Family Fund 50,000 Marcia Aitkens Fund 911,825 Paddy Malcolm English Scholarship for Althorp Family Fund 15,000 15,000 the Performing Arts Fund 16,120 Jane C Alton Scholarship Fund 10,000 Suzanne Erskine Foundation 10,100 10,100 Dr. Walter and Catherine Anderson Mary T. Fabris and Paul F. Chappie Fund 3,401 18,850 Family Fund 15,000 John and Wendy Falkowski Family Fund 3,000 8,300 Harold Armeneau Family Fund 5,541 Russel & Elsie Fee Family Fund 55,000 Arsenault Marshall Family Fund 2,000 4,000 William and Patricia Fennell Eveline Aynsley's Endowment Fund for Family Fund 1,600 39,589 the Ethical Treatment of Animals 117,041 417,041 Honourable Ross Fitzpatrick Russell & Bill Bennett Fund (in memory Family Fund 28,750 of their sister Anita) 250,070 Marjorie and Perry Flett Family Fund 7,000 R.J. Bennett Family Fund 57,500 OSO - Flock Family Fund 14,821 W. A. C. Bennett Fund 31,710 Carmela & Elmo Gallucci Fund 73,500 William & Audrey Bennett Family Fund 10,000 Geddes Family Fund 40,000 J.W. Bootle Family Fund 10,050 Beverley Gorman and Bill Reedy Fund 5,000 Wendy (F.G.) Bootle Memorial Fund 25,080 Cynthia (Ellis) Hunter Fund 1,912 Elaine Borden Fund 10,319 Grossmith Ruckstahl Family Tree Fund 5,331 James & Frances Bowes Fund 50,000 Dick & Jean Hall Fund #3 1,382,215 1,382,215 Frank and Vera Brennan Fund 5,089 85,426 Dick & Jean Hall Fund #1 100 70,100

New funds are shown in bold type

Individual, Memorial & Family Funds

Additions Capital Additions Capital Jack & Lorna Hambleton Memorial Harold Pettman Awards Fund 20,678 Scholarship Fund 13,889 Rea & Veta Peverley Fund 485,907 Aurore Hamel Memorial Fund 10,000 Trevor and Verna Pickering Family Fund 20,092 Ken and Gwen Harding Family Fund 6,460 A.R. & C.J. Pollard Family Fund 62,757 May & Percy Harding Family Fund 12,500 The Colin and Lois Pritchard Foundation 3,550 8,550 Temie Ann Harding Memorial Fund 7,696 OSO - Quadburn Foundation Fund 8,935 16,060 Kay and Russ Hawley Family Fund 25,633 Judy and Greg Quaedvlieg

Bursary Fund 13,230 Herdman Family Fund 10,000 10,000 Camillo Rampone Family Fund 5,000 Morley Oswald Howell Family Fund 25,100 Thomas & Eleanor Reece Fund 20,181 Una and William Hoyle Family Fund 4,575

J W Hughes Fund 114 5,790 A.B. and M.G. Reynolds Fund 1,509,999 G.S. Hyde Fund 121,686 121,686 OSO - Rix Family Foundation Fund 50,000 Douglas & Livia Jackson Fund 10,000 Bob Ross Memorial Fund 6,363 Dorothy Jacobson Bursary Fund 55,980 Ron and Priscilla Russell Family Fund 15,499 32,586 OSO - Dr. Kong Khoo Family Fund 3,000 9,000 Taraleigh Russell Memorial Fund 1,483 38,175 William and Charlotte Kitt Fund 764,683 775,024 Ken Sarnecki Memorial Fund 3,509 Dina and Mel Kotler Fund 6,075 Werner Schmidt Family Fund 10,000 Kiwanis W. Cecil Law Memorial Fund 5,188 J.W. and M.E. Scott Family Fund 21,250 Lapointe-Schnepf Family Fund 50,000 Cliff & Lois Serwa Fund 18,000 Walley and Marietta Lightbody Family Fund 5,000 Jack and Helen Serwa Fund 6,433 Joan & Horace Simpson Family Fund 25,102 Gweneth Lloyd Betty Farrally Memorial Scholarship Fund 14,033 S.M. Simpson Family Fund 21,220 Bernice Mabee Memorial Fund 100 20,100 Smart Move Youth Sailing Initiative 5,687 5,687 Joan and Al Mann Community Fund 14,500 J. Bruce and Ann G. Smith Fund 364,224 L.E. Marshall Family Fund 5,000 John & Irene Spicer Fund 552,242 Martin Trust Fund 3,465 10,000 Paul Spoljaric / Rutland Minor Baseball D.G. McConachie Family Fund 6,000 Assoc. Fund 10,000 McKergow Family Fund 7,006 Richard John Stewart Family Fund- and Mackenzie Family Fund 52,647 52,647 Andrew Scott Walker Memorial Fund 51,102 51,102 Bertha and A. Cameron McMurchy Fund 5,000 Charles E. Stuart Family Fund 5,000 Fiona Elizabeth Mills Bursary Fund 6,450 Jim and Anna Stuart Family Fund 5,000 James P. Mills Memorial Fund 7,150 240,437 Ursula Surtees Endowment Fund 5,989 Leonora and Dwight Moody Fund 50,000 Roger Tait Memorial Award Fund 5,500 Cecil E. & Vera I. Moore Fund 917,838 Tonto Endowment Fund 5,000 30,000 A.W. and L. Moore Fund 54,500 Janson Towers Gift Fund 1,550 8,566 Estate of Eleanor Morrison 254,305 254,305 Anita Tozer Memorial Fund 10,585 Mountain Shadows Fund 5,000 Truswell Memorial Scholarship Fund 4,000 32,975 Mary Catherine Neave Bursary Fund 10,000 Turri Family Fund 6,000 10,000 John W. & Barbara Newsom Fund 2,000 100,346 Mike & Cherald Tutt Family Fund 19,004 31,274 Larry Nicholas Memorial Fund 814 15,067 Trientje van Dijken Fund 9,640 Oakley Family Endowment Fund 50 1,050 Vataman/Shirritt/Relph Fund 2,500 144,500 Edward and Shirley Ogelski Animal White / Elliott Family Fund 15,020 Welfare Fund 10,171 Catherine Whiteside Memorial Fund 1,000 13,000 Ottman Fund 152,998 Ruth Nuyens Whitson Fund 1,500 14,500 OSO - Dominic and Sharon Petraroia Peter & Mary Wiens Fund 210,326 Family Fund 3,000 12,000 Lisa Wilhelm Memorial Fund 10,000 20,000 Charles Pettman Family Fund 200 18,660 James Donald Wilson Fund 950 11,260 John A. Witt Family Fund 10,000 John & Nancy Woodworth Family Fund 200,034 New funds are shown in bold type Lorraine Zimmerman Memorial Fund 5,100 Total Endowment Funds 3,026,329 17,160,560

#217 1889 Springfield Rd. Kelowna V1Y 5V5

CentralOkanaganFoundation.org

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