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Taking a Look Back... 2011/2012 ANNUAL REPORT

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Taking a Look Back... 2011/2012 ANNUAL REPORT ! 10th Anniversary Special Edition Taking a Look Back... 2011/2012 ANNUAL REPORT ing Legacy A Last pirit, nt S ibra A V Morrison House, Toronto Gore Photo circa 1910, house built in 1840. Our Mission To enrich the quality of life in Brampton and its ! Contents surrounding communities over the long term by: Putting Down Roots 2 s !TTRACTING AND EFFECTIVELY GROWING ENDOWMENT FUNDS Message from the Board Chair by helping donors fulfill their philanthropic interests and President & CEO 3 s 0ROVIDING LEADERSHIP IN IDENTIFYING AND ADDRESSING Susan Crawford, Chair significant community charitable priorities James Boyd, President & CEO Statement of Endowment Funds 4 2011 Grants List 6 Happenings 11 OurThe Brampton and Vision Area Community Foundation (BACF), an incorporated, independent, philanthropic organization, ! Endowment Donors and Donations 12 will be seen as a Friends of the Foundation 14 s #REDIBLE BACF Financial Information 16 s #ONSERVATIVE s 3USTAINABLE ORGANIZATION that provides an effective vehicle for donors and philanthropists to leave a legacy for the long-term betterment of their community. Brampton and Area Community Foundation 150 Main Street North, Box 74027 Brampton, ON L6V 1N9 (905) 796-2926 www.bramptonareacf.ca Charitable Registration #86198 9465 RR0001 Etobicoke Creek Brampton, Ontario 1 ! Putting Down Roots What is a Community Foundation? Ways to Give A community foundation is a locally-run, incorporated, All capital donations to a community foundation receive independent public foundation that: a charitable tax receipt for 100% of the donated amount. s "UILDS AND MANAGES ENDOWMENT AND OTHER TYPES OF Donations may be made to your own endowment fund, funds to support charitable activities in its area another’s endowment fund, the unrestricted community s )S AUTONOMOUS AND GOVERNED BY A VOLUNTEER BOARD fund or to support the operations of the Brampton and of local leaders Area Community Foundation. s %XIST IN EVERY PROVINCE AND ONE TERRITORY AND ARE linked and supported at the national level through A community foundation can receive: Community Foundations of Canada. There are s #HEQUE approximately 180 community foundations in Canada. s #ASH s 6)3! s 3ECURITIES What is an Endowment Fund? s )N KIND DONATIONS s %STATE BEQUESTS An endowment fund is a sum of money that you have s "E NAMED THE BENElCIARY OF A LIFE INSURANCE POLICY designated or allocated for the specific purpose of charitable giving. Initial capital donations to your *Gifts of appreciated securities to a community foundation endowment fund are not spent. The money is invested with qualify for a 100% taxable gain exemption. the interest earned being used to create an annual grant to the charity of your choosing. Because the endowment Please contact the Foundation office at (905) 796-2926 for a model employed by a community foundation favours personal consultation. The BACF does not charge any upfront capital preservation, your fund will exist in perpetuity to fees to start an endowment fund. help fund the charitable causes that are most meaningful to you and your family…today…tomorrow…forever! (Background Image) C.V.R. Engine #163 at Trestle Bridge, Forks of the Credit ! 2 Message fromBoard Chairthe and President & CEO Susan Crawford, Chair James Boyd, President & CEO 2012, the Brampton and Area Community Foundation The 2011 OPAL was another successful event and the BACF was very celebrates its 10th Anniversary. This Annual Report’s fortunate to have great support from our sponsors that enabled the artistic design is in keeping with the reflective mood an Foundation to present a professional event featuring the second annual anniversary evokes – an interesting ‘look back’ at our community. We Chair’s Living Legacy Award to Mrs. Eleanor West and highlighted by the hopeIn you enjoy it! keynote speaker, Monica Patten, former-CEO of Community Foundations The development of the Foundation in these ten short years has been of Canada. impressive. Currently, the Brampton and Area Community Foundation’s Today, the Brampton and Area Community Foundation is an portfolio is valued at approximately $6.3 million, is comprised of 74 established institution in our community. The BACF has strong and endowment funds, and has made over 300 grants to charity since important partnerships with key organizations such as William Osler inception. The dollar-value of grants made is approximately $2.5 million. Health System, Wellspring Chinguacousy, Sheridan College, Brampton Further, in 2011, the BACF made 60 grants totaling approximately Library, Brampton Board of Trade, Peel Heritage Complex, and the $208,000, and saw its second largest year in dollar-value permanent leading Philanthropists in our community. donations received at over 1.1 million dollars. In 2011, the Foundation made further strides in building capacity The Board of Directors and the Grant Making Committee continually and improving service as the Foundation contracted a part-time strive to ensure that grants made by the Foundation make the largest administrator and event co-ordinator, launched a new website, and positive impact relative to available monies. Through fundholder embarked on a new vision for the annual OPAL dinner that will be seen endowments, the Foundation supports numerous charitable organizations in September 2012 as the Foundation celebrates its 10th anniversary. that are dealing with serious issues within our community. We are We have seen that regardless of circumstance, the people of our actively working to connect our fundholders to the work of the charitable community know the value of philanthropy and charitable giving and service organizations their funds support, so both fundholder and continue to offer support, both financial and other, particularly during grant-recipient develop a better understanding of the important role these challenging economic times. each plays in philanthropy and our community. Their commitment to the Foundation is this organization’s commitment In 2011, the inaugural Youth Engaged in Philanthropy Program to them that the Brampton and Area Community Foundation will be the at McHugh Public School was a great success with Grade 5 students leading public, non-profit philanthropic organization in our community. undertaking research and assessment of charities in our community. The Foundation will be true to its vision, its mandate and together we The program is discussed in detail later in this report. build our community today…tomorrow…forever. 3 ! Statement of Endowment Funds (By2011 Fund Type) Donor Designated Funds Peel Heritage Complex Fund Robert Armstrong Memorial Fund Undisclosed Robert Bell Hospital Fund Nelson and Barbara Tilander Family Endowment Fund St. James the Apostle Anglican Church Fund Up to $20,000 $50,000 to $250,000 Amandeep Kaur Family Endowment Fund Brampton Caledon Community Living Foundation Fund Amber Wilde Liam Wilde Memorial Endowment Fund Brampton Library Fund Baldev Mutta Family Endowment Fund Lockwood Family Endowment Fund BSO Legacy Fund Sylvie Hyndman Memorial Fund for Big Brothers Big Sisters of Peel Don and Nancy Crawford Family Fund William Osler Health System Foundation – Brampton Hospital(s) Fund Goodison Insurance & Financial Services Fund Grace and Lloyd Sanderson Endowment Fund $250,000 to $500,000 H. A. Cook Endowment Fund St. Andrew’s Presbyterian Church Beneficiary Fund Nylene, Sharon, and Cameron Welsh Fund Robert D. McIntyre, Q.C. Family Fund Over $500,000 Samuel Falconer Memorial Fund Chinguacousy Health Services Board Fund (Wellspring Chinguacousy) Sharpe-Way Group Endowment Fund The Donira Endowment Fund Community (Un-Restricted) Funds Wellspring Chinguacousy Endowment Fund Up to $20,000 $20,000 to $50,000 Farquhar and Mae MacDonald Family Fund Ann Robertson Memorial Fund Franklin Templeton Fund Brampton Arts Council Harry Dale Literary Fund Kathy and Chris Butcher Fund Brampton Board of Trade Opportunity Fund Sheila and Kumar Agarwal Family Fund Carl Ingebertson Bursary Fund TD Canada Trust Endowment Fund H. Charles and Lenore Armstrong Fund John Cutruzzola Art Gallery of Peel Juried Show Fund PDC Fund ! 4 $20,000 to $50,000 Administrative Funds $250,000 to $600,000 Gail and Lou Duggan Family Fund Art and Mabel Morrison Fund William C. and Jean Lawrence Endowment Fund Up to $50,000 Garth and Eleanor West Fund William and Margaret Johnston Family Fund Board of Directors Administration Fund Lois and Max Rice Family Fund Brampton Board of Trade The Rotary Club of Brampton $50,000 to $100,000 Past President’s Fund Colony Ford Lincoln Sales Inc. Endowment Fund Kathryn and John Logan Over $600,000 John and Teresa Coupland Family Fund Family Administration Fund The Praxis Fund Kathryn and John Logan Family Fund Lois and Max Rice Fund Service Above Self Endowment Fund Over $200,000 Over $250,000 commemorating the Lifetime Service BACF Community Fund Robert Bell Fund Award of Excellence Recipients: s #HARLES @#HUCK ,EE s %UGENE @'ENE -C.AMARA Field of Interest Funds Donor Advised Funds s #ARL $ALLI Up to $20,000 Up to $50,000 The BACF thanks all fundholders and Inglis Family Endowment Fund Jason and Laura Da Silva Endowment Fund donors for their continued support. Marian Sheard Family Fund M. Hughes Family Endowment Fund All fund values are as of December Peter V. and Irene Furbacher Family Fund Professional Advisors Children’s Fund 31, 2011. Donations made during the Robert Rutledge Lucas Day Endowment Fund Ron Davey Memorial Fund 2012 calendar year will appear in the Women’s Fund Roy Walker Curling Endowment Fund Terry Smith Memorial Fund 2012/2013 BACF Annual Report. $20,000 to $50,000 Blaine and Aileen Bowyer Family Fund $100,000 to $250,000 Robert and Nancy Bell Fund $50 to $100,000 Roderick and Sandra Rice Family Fund Brampton Canadian Tire Stores Fund Over $100,000 Andrew and Eleanor McClure Fund Nancy Bell Memorial Fund 5 ! 2011 Grants List Designated Funds Grants: Children’s Aid Society Foundation $881 Community (Un-restricted) (Region of Peel) Funds, Field of Interest Funds St. Andrew’s Presbyterian Church $10,659 Carl Ingebertson Bursary Fund St.
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