2013

ANNUAL REPORT

building legacies Credit: Photo LakeWindermere Ambassadors

in our valley communities

COLUMBIA VALLEY COMMUNITY FOUNDATION P.O. BOX 991 INVERMERE, BRITISH COLUMBIA V0A 1KO Columbia Valley T: 250-347-6404 Community Foundation E: [email protected] is a proud member of www.ValleyFoundation.ca

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 1

where we began

OUR HISTORY A dedicated and inspired group of community visionaries formed the Columbia Valley Community Foundation in June 2001. Their aim was to build community vitality --- from the most basic of needs to those elements that give the Columbia Our Roots: 2001-2002 Valley its quality of life --- in our communities stretching from Spillimacheen in the FOUNDING BOARD OF DIRECTORS north to the Village of Canal Flats in the south. Bruce McLaughlin, Chair Emile Morin, Vice Chair This early call to action was supported by two key community builders: the Marla Lucas, Secretary Columbia Basin Trust and the Vancouver Foundation. Roger Smith, Treasurer Ken Bell By September 2002, initial endowment funds were established, the first grant Leona Gadsby funds were invested in critical community projects, and like-minded members Seona Helmer Deborah-Kim Rice came together to grow and strengthen their passion for community philanthropy Lynne Turvey through the newly formed Foundation – one of 191 in Canada. Carol Seable Tim Strand The results of this purpose, promise and passion have been quiet, but far-reaching Hedi Trescher th and exponential. In the 13 year of building legacies in our communities, our FOUNDING PARTNERS Community Foundation is honoured to report: Vancouver Foundation  total endowment funds (assets) = $2,372,358 Columbia Basin Trust FOUNDING DONORS  total grant funds to community charities (2002-2013) = $322,083 Ken and Agnes Bell  total number of community projects funded = 121 Claude Campbell Columere Park Developments Ltd. George Deck HISTORIC MILESTONES Georgina and Bill Dubois 2001 Fairmont Business Association  Stakeholder meetings starting in 2000 were favourable for the formation of a Fairmont Hot Springs Resort Ltd. Fairmont Park Properties Ltd. Community Foundation in the Columbia Valley; Robert Fowler  BC Society incorporation is completed by founding members and directors on Jim Galloway June 21, 2001 (#S0043369) Ken and Ruth Gordon  November 2001 – Charitable status approved by Canada Revenue Agency and Bill and Nancy Hay charitable registered number is issued - #88261 8713 RR0001 Amanda Hubbard  December 2001 – Community Foundation of Canada membership Art and Fern Keith  December 2001 – Fundraising begins in earnest George and Arlene Loewen Dave and Marla Lucas 2002 MacKenzie Financial Corp.  Applications to Vancouver Foundation and Columbia Basin Trust approved Bruce and Marlene McLaughlin ($25,000 each) Emile and Lorraine Morin  June 2002 – Grants funds distributed for the first time Charles Osterloh  September 2002 – First Annual General Meeting Rocky Mountain Realty Ltd.  Total assets reach $141,014 Wayne Rossington 2006 Carol and Don Seable  Endowment funds increase threefold over 2005 Roger and Dorothy Smith Tim and Donna Strand  Highest value of grants awarded (total $76,000) Dave and Donna Rae 2008 Hedi Trescher  Global financial meltdown results in losses on investments at a rate of -8.8% Westfield Homes Ltd. 2010 FOUNDING MEMORIAL DONATIONS  Establishment of Kootenay Savings Community Fund is made possible by Fairmont Business Association generosity of Kootenay Savings Foundation Fairmont Hot Springs Resort Ltd. 2012 Dave and Marla Lucas  Single largest donation in Foundation’s history to the Arnold Ellis Scholarship Bruce and Marlene McLaughlin Carol and Don Seable Fund in the amount of $1,475,000 TO REMEMBER  Directors choose Vancouver Foundation as endowment funds manager Rosie Bunge 2013 Ann Tilley  The purpose of the Foundation is amended to include scholarships, bursaries, awards and financial assistance for the education of youth  The Foundation hires paid employees for the first time COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 2

why we do it

OUR VISION To build legacies in our Columbia Valley communities Photo courtesy of: Lake Windermere Ambassadors

OUR MISSION Ten reasons people The Columbia Valley Community Foundation, a charitable organization, provides leadership to: choose community  Create connections that inspire giving to causes that matter in the Columbia foundations.* Valley; One  Be excellent caretakers of the assets entrusted to us; and, We are a local organization with deep roots in  Invest in people, ideas and activities that enhance the quality of life and the community, and part of a nationwide strengthen our communities. movement whose support we build and share.

PhotoTwo courtesy of Lake Windermere Ambassadors OUR PRINCIPLES We bring donors to the table as community builders, working closely with them to align We stand for: their philanthropic vision with the community’s  Compassion – We believe in the power of individuals and organizations caring needs. enough to work together for positive change in our communities. Three  Fairness – Our business practices are fair, equitable and accessible. We identify long-term needs and opportunities  Integrity – Our work is characterized by valued partnerships, collaborative and invest in solutions that let our communities learning, mutual respect and a spirit of inquiry. guide their own future.  Accountability – We are accountable for what we do and transparent in how Four we do it. We take a broad and inclusive view of what a  Diversity – We value the privilege of supporting our communities and their community is, and provide grants to the widest many helping organizations that are on the ground delivering services and possible range of organizations and initiatives. programs. Five We provide highly personal and flexible service, accepting a wide variety of assets and OUR CONSTITUTIONAL PURPOSES offering donors maximum tax advantage. The Columbia Valley Community Foundation is a society registered in the Province Six of BC with special status (and restrictions) from the federal government to operate We build permanent funds and those that can as a Public Foundation. The purposes of our society are as established in 2001 and respond to immediate needs, helping our communities ensure vital futures. amended in 2013 are: Seven (a) To fund, facilitate, promote and carry out activities and programs which are We multiply the impact of gift dollars by beneficial to the residents of the Columbia Valley in British Columbia in a way pooling them with other gifts. the law regards as charitable. Eight (b) To receive gifts, bequests, funds and property, and to hold, invest, administer We believe that diversity is strength, so we and distribute funds and property for the purposes of the society, for such bring the entire community together to organizations as “qualified donees” under the provision of the Income Tax Act stimulate new ideas, build participation and and for such purposes and activities as are authorized for registered charities strengthen community philanthropy. under the provisions on the Income Tax Act; Nine (c) To do all such things as are incidental and ancillary to the attainment of the We are transparent and reputable stewards foregoing purposes and the exercise of the powers of the society; and, of community resources, committed to being (d) To advance education by providing scholarships, bursaries, awards and other accountable, accessible and responsive. forms of financial assistance for the training and education of youth at the Ten post-secondary level at trade schools, technical colleges and university We build community vitality – the unique and essential spirit that flourishes when people institutions. believe their community holds possibilities for everyone.

*From CFC website - www.cfc-fcc.ca

About Canada’s 191 Community Foundations Community foundations play a crucial role in how people give back where communities need it most. We connect people, families and companies with causes that inspire them – pooling resources, knowledge and expertise to achieve greater impact. Collectively, we manage more than $3.3 billion in assets and invested more than $143 million in Canadian communities in 2012 alone.

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 3

who we are OUR MEMBERS The Columbia Valley Community Foundation’s membership came together to form and incorporate the Society at its inception, and memberships are for a lifetime.

Members are entitled to one vote at the Annual General A message from the board of directors Meeting each year. A person needs not to be a member of Dear Columbia Valley Community Foundation the Foundation in order to be eligible to be a director of the members, donors, partners, friends, Foundation. Our Foundation has led vital philanthropic work in the MEMBERS as of MAY 2014 Columbia Valley for 12 years, and this past year has been no exception. It has been a privilege to serve as the board John Allan Arlene Loewen of your community foundation, and to work with the Margaret Allan George Loewen talented and dedicated people who have made such Nancy Ballard Marla Lucas impressive contributions to giving, growing and investing Wally Black Sue Macdonald in our communities. Susan Claus Bill MacDonald Warner Einer Pat McCormick As an organization, we have grown to the point where we Bryan Ennis Bruce McLaughlin are starting to invest in paid staff and consultants to Rick Fiddis Marlene McLaughlin relieve a portion of the day-to-day administration from the Leona Gadsby Donald Miller directors. At the same time, we were busier than ever Robert Gammie Emile Morin ramping up for our largest bursary awards program in Lynne Grillmair Lorraine Morin 2014. The Arnold Ellis Scholarship Fund student awards Christa Gubler Betty Newton took place in May 2014, following the foundation’s most Roberta Hall Margot Peterson significant endowment gift in late 2012 .

Lori Halwa Chris Prosser Our ambitious goals and philanthropy efforts will always Seona Helmer David Rae be successful because of our exceptionally generous Kerry Hilts Donna Rae members, donors, partners and sister charitable Mary Hornett-Twigg Deborah-Kim Rice organizations on the front lines of our communities. The Shawn Jestley Jenny Richardson power of giving is evident in the pages of this report and in Fern Keith Carol Seabe our communities from Spillimacheen to Canal Flats. Barbara Kloos Roger Smith Wayne Layden Tim Strand After the retirement of a number of our tireless founding Carol Layden Frederick Thode-Hamilton directors, we are actively looking to attract like-minded Denise LeMaster-Rose Hedi Trescher individuals to the foundation willing to serve as volunteer Al Leslie Lynn Turvey directors, committee members and special event Janice McGregor volunteers. We hope you’ll consider joining us today!

2014 has proven to be a busy year already, and we look forward to implementing organizational and strategic goals that will improved our impact as a cornerstone charity in the Columbia Valley.

Yours in perpetuity,

Columbia Valley Community Foundation June 2, 2014 Photo courtesy of: Lake Windermere Ambassadors

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who we are

OUR BOARD OF DIRECTORS The Columbia Valley’s Community Foundation has been lovingly guided by dedicated, volunteer directors of the board. These community boosters have ROBERTA HALL guided the growth of the endowment funds, engaged with donors and partners, provided expert stewardship on the return on investments, and Chair Director since 2008 adjudicated grant applications for impactful community projects and Edgewater initiatives each spring and fall from eligible Columbia Valley charities and local governments.

Building a community foundation is a big job. Roberta was born, raised and currently resides in Edgewater. Having lived in the Columbia Valley most of her life, like her parents, Frank There are many directors of the board to thank for their years of giving, and Erika Schnider, she is passionate about giving back to her perspective, passion, expertise and experience. Without you and our community and the valley. As well as leading the Community members … it would not be possible to build legacies in our valley Foundation through its transitional period, Roberta is a director on communities. the Kootenay Savings Credit Union board representing Area G.

Roberta served as School Trustee of the Rocky Mountain School Meet our 2013 Board of Directors, who thank you for joining this 2014 District No. 6 for nine years. She holds a diploma in business celebration of our accomplishments. We hope that you will join your administration and is the owner of Full View Curtains. community foundation in giving, volunteering or partnering in our beautiful Columbia Valley – this special place we call home.

DON MILLER, D.M.D. Vice Chair SUE MACDONALD, Secretary JENNY RICHARDSON, Director Director since 2008 Invermere Director since 2013 Windermere Chair – Granting Committee Don came to the Columbia Valley in 1976 to Sue has lived in Windermere since 1987. She is Director since 2006 Invermere pursue hang gliding, and then began a local 30- retired, having worked in social work with the Jenny has lived in Invermere since 1970. Jenny year dentistry practice, which he retired from in Province of BC for 10 years and addictions was a registered nurse and has been self- 2008. Don is an education director with the counselling for 19 years with a local not-for-profit. employed in various commercial enterprises, Canadian Dental Association, past director of the Sue is a past director of the Family Resource including RK Heliski, until her retirement in Canadian Hang Gliding Association and current Centre (Invermere), Invermere & District Curling 2002. Jenny currently volunteers for the director of the Columbia Valley Cycling Society. Club and Windermere Valley Saddle Club (2 terms Canadian Red Cross and Columbia House, as Don gives his time to build the vitality of the as president and secretary each. Sue currently well as chairing the Granting Committee for the community through the Foundation. volunteers with the Windermere District Historical Columbia Valley Community Foundation. Society.

BARBARA KLOOS, Treasurer WALLY BLACK, Director BILL MacDONALD, Director Director since 2012 Invermere Director since 2013 Fairmont Hot Springs Director since 2013 Invermere Barb has lived in Invermere since 1980 where Wally has lived in Fairmont Hot Springs full-time Bill has practiced law in the Columbia Valley since she was an insurance broker for 15 years and since 2011, where he is a volunteer firefighter. moving to Invermere in 1977. Bill has served as a manager of a local pub for five years before From Okotoks, Alberta, Wally retired, after 35 Trustee of the Invermere and District Hospital and retiring. Barb volunteered with Windermere years of owning and operating his professional as a councillor of the District of Invermere. Valley Ski Club and at ski races in the past. She accounting practice: W.B. Black Professional currently sings with the Valley Voices Choir. Corporation. Wally is a past member of the Barb is proud of raising two wonderful children Okotoks Rotary Club. in the valley.

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who we were

2003 Board of Directors 2007 Board of Directors Bruce McLaughlin, Chair Seona Helmer, Chair 2010 Board of Directors Emile Morin, Vice Chair Emile Morin, Vice Chair Seona Helmer, Chair Pat McCormick, Secretary Mary Hornett-Twigg, Secretary Janice McGregor, Vice Chair Roger Smith, Treasurer Roger Smith, Treasurer Marion Hoover, Secretary John Allan Nancy Ballard Roger Smith, Treasurer Seona Helmer Rick Fiddis Roberta Hall George Loewen Arthur Keith Don Miller Carol Seable Wayne Layton Heather Mitchell Tim Strand Al Leslie Emile Morin (Finance Committee) Bruce McLaughlin Jenny Richardson 2004 Board of Directors Betty Newton Bruce McLaughlin, Chair Donna Rae 2011 Board of Directors Emile Morin, Vice Chair Jenny Richardson Seona Helmer, Chair Pat McCormick, Secretary Janice McGregor, Vice Chair Roger Smith, Treasurer 2008 Board of Directors Marion Hoover, Secretary John Allan Seona Helmer, Chair Roger Smith, Treasurer Robert Gammie Wayne Layden, Vice Chair Roberta Hall Seona Helmer Marion Hoover, Secretary Don Miller George Loewen Roger Smith, Treasurer Heather Mitchell Carol Seable Nancy Ballard Emile Morin Roald Trygve Strand Rick Fiddis Jenny Richardson Jacquie Frederickson 2005 Board of Directors Roberta Hall 2012 Board of Directors Bruce McLaughlin, Chair Mary Hornett-Twigg Roberta Hall, Co-Chair George Loewen, Vice Chair (-Aug 2006) Denise Lemaster-Rose Janice McGregor, Co-Chair John Allan, Vice Chair (Aug 2006-) Jenny Richardson Heather Mitchell, Secretary Art Keith, Secretary Roger Smith, Treasurer Roger Smith, Treasurer 2009 Board of Directors Seona Helmer John Allan Seona Helmer, Chair Barb Kloos Robert Gammie Wayne Layden, Vice Chair Don Miller Seona Helmer Marion Hoover, Secretary Emile Morin Mary Hornett-Twigg Roger Smith, Treasurer Jenny Richardson George Loewen Nancy Ballard Pat McCormick Pat Brown-John 2013 Board of Directors Carol Seable Rick Fiddis Roberta Hall, Co-Chair Roald Trygve Strand Jacqueline Frederickson Janice McGregor, Co-Chair Roberta Hall Don Miller, Vice Chair 2006 Board of Directors Denise Lemaster-Rose Sue MacDonald, Secretary John Allan, Chair Janice MacGregor Barbara Kloos, Treasurer Seona Helmer, Vice Chair Don Miller Wally Black Art Keith, Secretary Emile Morin Bill MacDonald Roger Smith, Treasurer Donna Rae Jenny Richardson Mary Hornett-Twigg Jenny Richardson Bryan Ennis Al Leslie Seona Helmer (- June 2013) George Loewen Emile Morin (- June 2013) Pat McCormick Emile Morin Bruce McLaughlin Building a community foundation is a big job. Betty Newton For long-time supporters of the Foundation, this annual report is a celebration of our Donna Rae achievements. It highlights aspects of our work that is perhaps less public, but so integral Jenny Richardson to building on the contributions of many that have invested through the years. This page Carol Seable is a tribute to the visionary leaders of the Foundation from its inception. Roald Trygve Strand

Thank you to the volunteers, donors, sponsors and supporters for continuing to give us the opportunity to provide philanthropic leadership throughout the Columbia Valley to support a vibrant, charitable sector doing truly remarkable work.

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 6

how to give

OUR GENEROUS DONORS The Foundation has a different meaning to each of our donors. Their funds can support a particular cause, community or charity and once a fund is opened anyone can make gifts of any amount, in any way, at any time. Donations can also be made in honour or memory of a loved one.

There are many ways to make a gift to the Foundation. Our role is to work with donors to ensure “Drawn to Nature” photo courtesy of: that their charitable intent is achieved through their gift. All of the Columbia Valley Foundation’s Columbia Basin Environmental Education Network (Wild Voices for Kids) funds are open at this time; this means anyone can donate to these established funds.

OUR COMMUNITY FUNDS OUR DONOR-ADVISED FUNDS OUR FIELD-OF-INTEREST FUNDS This non-designated, open fund was These funds appeal to donors interested in Donors are passionate about their causes established in November 2001. creating their own family foundation as they that matter to them, ranging from education These funds give the Foundation the enable the donor to have ongoing and the environment to children, the arts, greatest flexibility to respond to participation in the selection of charities culture and more. Since the Foundation current community needs by benefitting from their fund. These funds can supports all charitable sectors we have the providing grants to charities be established with a minimum donation of ability to connect donors’ passions with local throughout the Columbia Valley-- $10,000, which can be gifted on an annual or organizations through the creation of Field- Spillimacheen to Canal Flats. monthly basis over a 5 year period. of-Interest Funds. These funds can be established with a minimum donation of The LYNN A. MILLER BURSARY FUND  OUR CHILDREN’S LEGACY FUND $5,000, which can be gifted on an annual or was an established in 2008 as a field- Established in September 2002. Income monthly basis over a 5 year period. of-interest fund; in 2009, at the from this fund will be distributed in request of the family, the funds were consultation with David and Donna Rae.  FAIRMONT FAMILY FUND merged with the Community Fund.  TOM SANDERS MEMORIAL FUND Established in December 2001. Income Established in December 2002. Income from this fund will be distributed to

from this fund will be distributed in enhance the quality of life of families in

MORE ABOUT FUND consultation with Kinsmen Club of the the Fairmont Hot Springs area. Windermere Valley.  ANN TILLEY MEMORIAL FUND TYPES  GORDON WILDER FUND Established in December 2002. Income ENDOWED FUNDS are endowed Established in December 2005. Income from this fund will be distributed to the either permanently or for a from this fund will be distributed in the community of Canal Flats, as a first specific period of time (generally Fairmont Hot Springs area in consultation priority, in areas of literacy for children 10 years) and their granting is with the Wilder family. and adults, as well as women’s services restricted to levels determined  KOOTENAY SAVINGS COMMUNITY FUND and medical and health services. annually by the Foundation’s Established in January 2010. This fund was  ARNOLD ELLIS SCHOLARSHIP FUND board of directors, in compliance established to hold 95% of the donation Established in February 2004. Income with Canada Revenue Agency from the Kootenay Savings Foundation in from this fund will be distributed to requirements. perpetuity. Income from the endowed provide scholarships and bursaries to funds will be distributed in consultation youth attending training and education at FLOW-THROUGH FUNDS are not with Kootenay Savings Foundation to recognized post-secondary institutions. endowment funds. The principal community priorities in education, health,  BIDDER BURSARY FUND of (“Restricted Flow-Through) social, culture, environment and economic Established in October 2006. Income from Funds may be granted at any time non-for-profit priorities. Five-per-cent of this fund will be distributed to provide as specified by Foundation policy the total fund is designated to the flow- bursaries to youth attending training and or the donor, generally within 2-3 through funds. education at recognized post-secondary years. institutions.  OPPORTUNITIES FOR YOUTH FUND OPERATING FUNDS are the Established anonymously in October amounts of unrestricted funds or 2006. Income from this fund will be income which are available to the distributed to provide opportunities to Foundation for its operations. youth for the expansion of their social, career and personal skills. Photo: Lake Windermere Ambassadors COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 7

our donor s

2003-2013 DONORS

IN MEMORY OF

Anonymous (14) Ron & Linda Finley Norm MacDonald Gisele Pilon-Blackman John and Margaret Allan Robert & Marlinne Fowler Susann Macdonald Rosie Bunge Lionel Argent Robert Fowler Janice McGregor Arnold Ellis Elizabeth Ballendine Louise Frame Bruce McLaughlin Art Keith Gweneth Bane Daniel and Karen Fugate Bruce and Marlene McLaughlin Cara Reinarz James & Elizabeth Bane Ann Futa and Family Karl & Ulrike Meyer Tom Sanders Don Beddie Jim Galloway James and Lori Mitchell Cristel Sillner Ken and Agnes Bell Goodman and Company James Mitchell Ann Tilley Norman Bidder Investments Emile and Lorraine Morin Winifred Weir Robert Bidder (Estate of) John and Ruth Gordon Nature Conservancy of Canada Gordon Wilder Birch Creek Placer Ltd. Ken Gordon Audrey Osterloh Claude Campbell Donald Gow Charles Osterloh Shirley Campbell DONORS TO Roberta Hall Bev Palfrey Robert and Lorraine Campsall Nelda Harker Earl and Betty Pederson MEMORIAL GIFTS Columere Park Developments Ltd. Bill and Nancy Hay Dave and Donna Rae Birch Creek Placer Ltd. Cranbrook & District Community W.C. Hay Gunter and Ida Rapp Canal Flats United Church Women Foundation Henry & Gail Hoffman Rocky Mountain Realty Ltd. Fairmont Business Association Cyberlink Systems Corp. Helen Holm Dale & Diana Richards Fairmont Hot Springs Resort Ltd. George Deck Stephen & Mavis Horner Jenny Richardson Louise Frame Kathleen Dezall Amanda Hubbard Wayne Rossington Helen Holm Brendan Donahue Investment Council Ltd. Janet & Regis Ryan Dave and Marla Lucas Georgina Dubois Jay Ra Holdings Kate and Rolf Schneider Bruce and Marlene McLaughlin Georgina and William Dubois Art and Fern Keith Carol Seable Emile and Lorraine Morin Stephen & Judy Ebbern Fern Keith Don & Carol Seable Dave and Donna Rae Keith & Elizabeth Ebbern Kicking Horse Coffee Co. Ltd. James and Gloria Sherbet Carol and Don Seable Arnold Ellis Kootenay Savings Credit Union Roger and Dorothy Smith John Tilley Emile and Arnold Ellis Robin Kirby Smith & Andruschuk Chartered Merrily Enquist Lake Auto Service Ltd. Accountants MPC Enterprises

Legacy Kitchen Design Group Station 8 House Fund MAJOR PARTNERS Fairmont Business Association George and Arlene Loewen Tim and Donna Strand Fairmont Lion’s Club Vancouver Foundation Dave and Marla Lucas John Tilley Fairmont Hot Springs Resort Ltd. Columbia Basin Trust Mackenzie Financial Group Hedi Trescher Fairmont Park Properties Ltd. Community Foundations of Lambert Kipp Pharmacy Ltd. Westfield Homes Ltd. Canada Fairmont Resort Properties Ltd. Allan Kovacik Wings Over the Rockies Bird Festival Kootenay Savings Foundation Fairmont Village Partnership Leonard and Patricia Luders Daniel Zurgilgen

$1,486,265 THANK YOU TO ALL

The Foundation exists because of every financial donation --- of any size.

Annual donations received over the Foundation’s history have been variable in both amounts and numbers of

donations; however the assets under

management have steadily increased through to 2011.

Then in 2012, the Foundation received its most significant contribution from the estate of Arnold Ellis. The impact of this

gift will be reported in 2014. A tribute to Arnold Ellis, originally published in the Columbia Valley Pioneer, is found below.

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our donors: Arnold Ellis Tribute

The Arnold Ellis Scholarship Fund was established in 2012 by Emile Morin, founder of the Foundation

In 1956 he Arnold Walter Ellis was born on February 26, 1926 in Cranbrook, to started work with the immigrant parents – his father from England and his mother from Engineering Division of the Switzerland. He attended school in Cranbrook until 1934 and then the one- BC Forestry Service. room Larchwood School at Skoomkumchuck. In 1941, at age fifteen, he set Initially he was cutting trees out to earn his living in the world, having completed Grade 8 - the limit of and clearing slash for the schooling available at the Larchwood School,. Young and energetic, he had road to White Swan Lake. no difficulty finding work at the many portable sawmills located throughout Later he worked on the valley. building bridges and

culverts. He first came to Canal Flats in 1943. In those days the countryside was over-run with wild (feral) horses and a bounty was being paid to shoot The years that followed them. Arnold thought that this was an easy way to earn a living and to see were filled with building the country at the same time. bridges and other road Photo: Millie and Arnold Ellis

work for the Forestry Arnold joined the Canadian Army at Cranbrook in the fall of 1944. He took Service based in Canal Flats. Arnold was hired by Crestbrook in 1962 as his basic training at Maple Creek in Saskatchewan. There he had his first Manager of the Forestry Division where he remained until 1970. For a few painful encounter with cactus which he had never seen before. Much later years Arnold owned and operated bulldozer equipment that he used for he still marveled at how sharp the spines were and how beautiful the clearing land and other ‘dozer work. cactus flowers could be. Later he transferred to Calgary for advanced training at the end of which he became quite ill with polio. He was moved During the summer of 1976 Arnold traveled to Atlin in northwest BC to to the convalescent hospital at Gordonhead near Victoria. When he investigate the gold mining opportunities. After evaluating his options, he recovered, he was sent to Nanaimo to join the King’s Own Rifles. The war purchased four placer-gold claims during the winter of 1976 – 1977. At the ended about the time he decided to become a military policeman. But time buyers were paying a premium price of $200 per ounce for this Arnold had no interest in staying with a peace-time army and he decided to jeweler’s quality gold. return to his father’s ranch at Skoomkumchuck to help with the haying. He was formally discharged in 1946. Arnold spent the summer of 1977 at Atlin preparing equipment for his

mining operations and working for other operators. The next summer Arnold mentioned that every young man has certain days that are cause for Arnold retuned to Atlin to start mining his claims. Because of the frozen celebration. For him those days were VE Day (victory in Europe), VJ Day ground in winter, the mining season at Atlin lasted only from early June to (victory in Japan) and becoming 21 years of age (the legal age to enter a late October. During the winter months Arnold and Millie returned to bar). He laughed that on VE Day he was in Currie Barracks at Calgary in the Canal Flats where they kept a permanent home. At Atlin, Arnold and hospital. On VJ Day he was in a convalescent hospital at Gordonhead and Millie’s home was a trailer. Arnold had rigged-up a Pelton wheel that uses when he turned 21 he was in the Cranbrook hospital because he had the power of a nearby flowing creek to generate electricity for lights, which pulled off his thumb. provided the added benefit of a quiet campsite at night. Some of the

visitors and workers from Canal Flats that worked in the Atlin operations Arnold married Millie (Emilie) Schettler in Cranbrook on November 14, were Walter McKersie, Noel Wallenger, George Engstrom and Yvonne 1948, taking place on “Sadie Hawkins Day” – an annual celebration of the Marchand. 1930’s to 1960’s when the ladies traditionally pursued the men. Millie)

Elizabeth Schettler was from Winnipeg where she had worked in the payroll Arnold finished mining at Atlin in 1993. He returned to Atlin during the department of the famous Winnipeg Grain Exchange as a comptometer summer of 1994 to sell the remaining equipment and the leases. He and operator. She had come to Canal Flats to visit her friend Marjorie Agnew Millie retired to their home on McGrath Avenue in Canal Flats that they had and as these things happen, Arnold met her there. purchased in 1967.

From 1948 to 1953 Arnold worked at Camp 12 near Canal Flats, twelve After retirement Arnold started more serious investing in the stock market. miles up the Findlay Creek valley. His employer during that time was He had dabbled in the markets starting in the 1950’s but membership in an Bannister and Taplin. After marriage he and Millie moved to a two-room investment club in Canal Flats and the need for something “- to keep me cabin. While at Camp 12, Arnold worked on the opposite end of a manual from going nuts – “ helped him develop his skills as an investor. Arnold was cross-cut saw with Elmer Gustavson. Elmer was determined “- to do him in a keen observer of the markets and world events that influence these. - “but Arnold survived. Later he became all too familiar with the use of a broad axe to face opposite sides of a log for use as a railway tie. During Arnold lived in Canal Flats until about 2008. Failing eye sight curtailed his this time he visited a chiropractor for a sore back. After he removed his activities but he still checked the stock markets daily and loved to visit with shirt, he was told that his problem was “over developed back muscles”. neighbors. His home was well decorated with flowers and decorative Eventually he graduated to a two-man, 103 pound (dry-weight) chain saw. shrubs. Arnold had always enjoyed and taken in a deep interest in the The trees were skidded out of the bush with horses. A portable saw mill wildlife around him. In winter the birds and squirrels could always find was used to cut the logs into decking for railway flat cars. seeds and bread crumbs to eat, and warm water to drink in Arnold’s yard.

In 1953 Arnold moved to Canal Flats town site and traveled to work at a Arnold passed away on January 16, 2012 while living in Cranbrook in a logging camp on Old Baldy (Mount Sabine) north of Canal Flats. senior’s home, just one month shy of his 86th birthday.

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when your ideas matter

GRANTS 2002-2013 The Windermere Through its grant-making programs, the Columbia Valley Community District Historical Foundation is committed to seeding, nurturing, supporting and Society received a strengthening our community. grant to help with

The Columbia Valley Community Foundation offers donors powerful technology opportunities to make a difference in the community. We are unique in upgrades for the Museum. that we enable donors to grant to the widest possible range of charitable organizations and initiatives: 1. Arts & Culture 6. Health & Safety 2. Children & Youth 7. Literacy The Columbia Valley 3. Community Facilities 8. Recreation Arts Council 4. Education 9. Social Services received a grant for 5. Environment 10. Student Awards the construction of the new welcome The Columbia Valley Community Foundation makes grants to qualified desk at Pynelogs grant seekers. There are two granting deadlines per year; one in the Cultural Centre in spring (Arnold Ellis) and one in the fall (Community). Organizations Invermere, BC. qualified to receive funds must be one of the following: (1) a registered Canadian charity with a registered charitable tax account

number from Canada Revenue Agency, and in good standing; The Columbia Basin (2) a registered Canadian national amateur athletic association; Environmental

(3) a registered Canadian national arts service organization; Education Network (4) a housing corporation resident in Canada and exempt from tax under received a grant to the Income Tax Act : Part 1, Paragraph 149 (1)(i); support the “Wild (5) a Canadian municipality, local, provincial or federal government; OR Voices for Kids” (6) a student attending post-secondary studies or training. programs in 2013.

The Foundation wishes to provide a framework to facilitate partnerships within the not-for-profit sector so that the quality of life will be improved and the community will be strengthened. In some cases, not-for-profit Edgewater Elementary School – Victoria Trip Quote: organizations will come together under a lead charity to apply for a grant Victoria was an amazing adventure. I accomplished a lot of new from the Foundation. Partnerships are encouraged; and our communities experiences and I am thankful for the opportunities to try new things. join together often to achieve remarkable projects and initiatives. ~ Grade 7 Student

Total annual granting by the Columbia Valley Community Foundation reflects Board-directed granting and Grants by Sector: all years from 2002-2013 the interests of people who have established donor-interest funds. Arts & Culture Year Grants $ # Grants 2002 10,000 8 2003 7,973 7 2004 20,189 10 2005 16,310 9 Recreation 2006 76,343 15 Children & Youth 2007 35,726 14 2008 25,500 4 2009 12,995 7 2010 37,760 11 2011 19,377 7 2012 26,190 9 2013 33,720 20 Totals $ 322,083 121 COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 10

what we did together

Grants Approved Year Ended December 31, 2013 Photo: Columbia River Greenways Trail Alliance

Name of Charity/Grant Recipient Project/Initiative Grant ($) Canadian National Institute for the Blind (CNIB) Ruby machines purchase and training $2,145 Columbia Basin Alliance for Literacy Community Arts Directory 2013 $820 Columbia Basin Environmental Education Network Wild Voices for Kids $1,000 Columbia Valley Arts Council Pynelogs Cultural Centre: welcome desk $1,500 Columbia Valley Arts Council Steamboat Mountain Festival 2013 $2,000 Columbia Valley Arts Council War Brides Exhibit $1,000 Columbia Valley Arts Council Windermere Valley Musicians Who Care $750 Columbia River Greenways Alliance Shared tool and cargo trailer for trail building $1,000 Conrad Kain Centennial Society Youth Climbing Camp 2013 $1,200 District of Invermere Lake Windermere Ambassadors - Summer Splash 2013 $1,000 District of Invermere Rotary Club of Invermere – Invermere Splash Park $6,008 Lake Windermere Alliance Church Sonshine Children’s Center – playground equipment $3,500 Mothers Against Drunk Driving [Canada] David Thompson Secondary School Presentation 2013 $1,000 School District No. 6 Edgewater Elementary School – school trip to Victoria $2,000 School District No. 6 Groundswell Network Society – community garden soil $1,000 Village of Radium Hot Springs Columbia Valley Swim Club $1,600 Windermere Community Association Windermere Community Hall – renovations $2,000 Windermere District Historical Society Windermere Valley Museum – technology upgrade $2,297 Windermere Valley Youth Centre Society Summit Youth Centre – movie making workshop $1,400 Wings Over the Rockies Bird Festival Event booking system – technology upgrade $500 2013 TOTAL GRANT AWARDS $33,720

* Grant Stories Year Ended December 31, 2013

Charity: Friends of the Invermere Charity: Canadian National Institute Charity: Columbia Basin Public Library for the Blind: BC and Yukon Environmental Education Network Project: Library Revitalization at the Project: Ruby Machines Project: Wild Voices for Kids Columbia Garden Village, Invermere This grant provided funding to purchase In the 2013-2014 school year over 1,500 Amy Wood, a Columbia Garden resident, electronic, assistive magnifiers, and School District #6 students participated along with the Friends of the Public Library provide device/life training, for three in 53 different Wild Voices for Kids received a grant to revitalize the in-house residents of the Columbia Valley. This programs. Through different hands-on library for the residents. Approximately 175 grant helped three seniors make the most educational field trips, students books were purchased to include best of their remaining vision - engaging in experienced the outdoor classrooms sellers, books with larger text sizes, and daily activities and the ability to manage and teachers were supported with tools specific title requests from residents. essentials of independent living. and connections to partners in environmental science.

*Not all grants awarded in 2013 have been featured here. For more information visit ValleyFoundation.ca.

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 11 what we did together

Charity: Columbia Valley Arts Council Charity: Windermere District Charity: Columbia Basin Alliance for Project: Windermere Valley Musicians Historical Society LIteracy Who Care: Christmas in the Valley CD Project: Technology Upgrade Project: The Community Literacy was produced in 2013. The first The grant supported the organization in Directory is a printed, paper directory production run sold out in 18 days, and its modernization to enable digitization detailing all literacy assets, services and the proceeds of $5,000 were donated to of Windermere Valley Museum activities available in the community. the Columbia Valley Food Bank. A collection metadata, development of CBAL promotes literacy and lifelong second production run is on sale interpretive work, creation of learning in the Columbia Basin, throughout the year, with all proceeds newsletters/research, information including reading, writing, numeracy being donated to the local food bank. management and security, as well as and computer use skills. staff/volunteer recruitment.

Receiving Agency: The District of Invermere Receiving Agency: The District of Invermere Project: The Rotary Club of Invermere Splash & Project: Lake Windermere Ambassadors - Spray Park Summer Splash 2013 The park will be built at the west end of Kinsmen The Lake Windermere Ambassadors Society are a Beach in Invermere, BC. The Splash and Spray Park group of concerned citizens committed to protecting combines water movement and interactive play Lake Windermere in perpetuity. This event’s goal is elements in a safe zero-depth water play area. There to instill a sense of pride and responsibility in the is no need for lifeguards and with no standing water, watershed, for both locals and visitors alike. The children can enjoy a safe, cool experience. Planning event drew more than 250 participants on August 11, and construction will be underway in the late spring 2013 and included watershed and water learning, of 2014. The total project costs are estimated at beach volleyball, canoe races, boat washing station, $320,000. sailing regatta, rowing and paddle board demos, Wildsight Nature Tour and watershed sculpting.

Charity: Columbia River Greenways Alliance Project: Shared cargo / trail building trailer The Columbia River Greenways Alliance, Toby Creek Nordic Ski Club, Columbia Valley Cycling Society, and Nipika Mountain Resort came together to buy, outfit and share responsibility for a tool and cargo trailer for the building, maintaining and insuring of Columbia Valley Trails for all seasons and activities. Recreation trails for cross-country skiing, ice skating, hiking, mountain biking, eco-tours and walking.

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 12

Financial Highlights

FOR THE Year Ended December 31, 2013 The Columbia Valley Community Foundation is pleased to report its results for the year ended December 31, 2013. Thanks to the generosity of our donors we received donations of $17,882. We are pleased to report grants increased

by 28 percent this year to $33,720. Following are financial highlights and key historical trends, with the 2013 in draft format.

In keeping with our commitment to financial accountability and transparency, the official copy of our financial statements are available at ValleyFoundation.ca.

DRAFT ($'s) 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Total Assets 41,220 205,810 322,350 376,405 438,431 637,757 638,306 592,901 667,575 834,352 807,061 2,312,218 2,372,358

Fund Balances Endowed Funds 41,016 202,371 321,097 376,250 437,622 605,549 611,452 580,455 623,250 801,484 800,562 2,304,129 2,298,496 Flow Through Funds 0 0 0 0 0 0 0 1,799 30,683 21,104 7,362 7,524 0 Operating Funds 204 3,439 1,253 245 809 32,208 26,854 10,647 13,642 11,764 (863) 565 73,862

Total CVCF funds balance 41,220 205,810 322,350 376,495 438,431 637,757 638,306 592,901 667,575 834,352 807,061 2,312,218 2,372,358

Investment Returns - 2,296 19,660 23,026 27,482 37,746 4,504 (46,411) 58,128 66,050 (18,407) 54,963 94,735

As a % of return on investments per annum - - 11.38% 6.12% 7.31% 8.62% 0.74% -7.48% 9.80% 9.31% -2.30% 6.81% 4.10%

Donations Received 44,616 125,029 60,486 57,106 52,837 241,291 27,261 28,320 35,772 126,212 17,485 1,486,265 17,882

Grants & Student Awards - 10,000 7,973 20,189 16,310 76,343 35,726 25,500 12,995 37,760 19,377 26,190 33,720

Operating Expenses 3,396 15,031 8,999 7,522 6,983 8,368 8,925 4,474 6,231 8,748 12,627 9,881 11,672

As a % of average total assets 8.24% 7.30% 2.79% 2.00% 1.59% 1.31% 1.40% 0.75% 0.93% 1.05% 1.56% 0.43% 0.49%

CVCF Funds Balance Investment Management History The Columbia Valley Community Foundation’s funds balance represent accumulated The Columbia Valley Community Foundations assets were self-managed by the board of donations plus the net investment earnings on these donations, less granting and operating directors, under the guidance of founding directors Roger Smith, Emile Morin and with the costs. Funds include both endowed funds and flow-through funds. Endowed funds are held advice of investment advisors. The foundation preserved its capital (see figure next page), permanently, with grants made from investment earnings. Flow-through funds are fully maintained consistent granting cycles within its means, and posted returns on investments expended for granting or operations, generally over one to three years. Operating funds at or above benchmarks for the sector. However, the scope and demands of investment pay day-to-day expenses of managing a foundation; volunteer directors contributed management eclipsed the board’s available resources, and so the decision was made to significant sweat equity, initiative, networking, connections to advisors and expertise. transfer the endowment funds management to the Vancouver Foundation in 2012.

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 13

Financial & Governance Highlights

Fund Management All Funds: 2001-2011 $900,000 Columbia Valley Community Foundation by the Vancouver $800,000 Foundation $700,000 $600,000 With over 1,500 funds and assets totaling $930 million, the Vancouver $500,000 Foundation is Canada’s largest community foundation. Their capacity to $400,000 serve community foundations throughout the province is tied to their ability $300,000 Total Value, After Operating & Grants to preserve and enhance the financial assets under their management. $200,000 Monitoring and reporting on investments held by the Vancouver Foundation $100,000 Total Contributions is considerably facilitated for the CVCF foundation board of directors, a $0 decision which led to investing endowment funds in 2012. Returns are paid quarterly; interest income provides for our grantmaking activities each year CVCF Historic Data: Fund Growth 2001-2011 in accordance with Canada Revenue Agency criteria. The principal of the endowment fund is held in perpetuity, as shown in the graph to the right. 20% Investment Objectives, Fees and Returns 15% The CVCF fund held with the Vancouver Foundation is pooled with other 10% Vancouver donations, invested prudently, and a portion of the income generated by Foundation these investments to support hundreds of worthwhile charities throughout 5% BC. The Vancouver Foundation’s investment policy is designed to optimize 0% total returns, maximize distributions (the portion of income from CVCF fund Columbia Valley that is given out annually) and, at the same time, protect the capital against -5% inflation. Vancouver Foundation employs several investment management -10% firms to manage the funds in their care. To achieve the appropriate levels of -15% risk exposure balanced against return expectations, investments are -20% allocated across several asset classes. To review the Vancouver Foundation’s 2004 2005 2006 2007 2008 2009 2010

Investment Overview go to the “Financials” page @ VancouverFoundation.ca. Rates of Return: Vancouver Foundation & Columbia Valley

Building Strength to Give: Our Key Partners Governance and Operations The Columbia Valley Foundation would not The board’s primary responsibility is to build and ensure have been possible without the professional sound management of the Foundation. It oversees the and financial support of both the Vancouver Foundation’s management and ensures the affairs of the Foundation and the Columbia Basin Trust. Foundation are being conducted in a manner that achieves its These organizations provided $50,000 in initial goals, consistent with the Foundation’s mission. endowment funds and the Vancouver Foundation funded the first year’s granting The board meets monthly as a whole; committees meet as awards [$10,000] through their LEAD grant program. the business and priorities of the foundation’s business activities warrant. The three standing committees are: The Community Foundations of Canada (1) Finance; provided tools, resources, policy templates (2) Grants – Community (Fall) and Arnold Ellis (Spring); and, and start-up know how. Today, the CFC is a (3) Fund and Donor Development. valuable partner in foundation governance, advocacy, research and best practices. To see more: www.cfc-fcc.ca. Until mid-2013 the operating activities were led by the directors on a volunteer basis: fund development, In 2009 the Kootenay Savings Community administration and governance, grant administration, Fund was established by the Kootenay Savings philanthropic leadership and community relations. The Foundation. In addition to their endowment nature of donations to the Foundation can result in costs fund and annual flow-through donation, preceding the receipt of the donation by several years. Kootenay Savings brings valuable expertise in wealth management Operating costs are evaluated by a ratio of total operating strategies. They contribute to donor-advised grant awards annually. expenses to average total assets; in 2013, at 0.49%, they were below community foundation sector norms for the year. COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 14

Thanks to the

following for their YOUR MEMBERSHIP IS FREE. support, partnerships and JOIN THE guidance over our years of COLUMBIA VALLEY giving in our valley communities. COMMUNITY FOUNDATION TODAY.

Columbia Valley Arts Council ______Columbia Valley Chamber of Commerce Name District of Invermere ______Family Resource Centre of Invermere Address MacDonald Thomas Law Office ______Regional District of East Kootenay City | Province | Postal Code Sandbox Systems School District No. 6 ______Smith Green Andruschuk LLP Telephone Fax Village of Canal Flats ______Village of Radium Hot Springs Email WenMar Graphics I WOULD LIKE TO RECEIVE NEWS FROM THE COLUMBIA VALLEY COMMUNITY FOUNDATION BY: ------ MAIL COMMUNITY FOUNDATIONS OF  EMAIL CANADA I WOULD LIKE TO BE CONTACTED ABOUT VOLUNTEERING WITH COLUMBIA BASIN TRUST THE COLUMBIA VALLEY COMMUNITY FOUNDATION. PLEASE CONTACT ME TO DISCUSS THE FOLLOWING OPPORTUNITIES: KOOTENAY SAVINGS CREDIT UNION  DIRECTOR OF THE BOARD  COMMITTEE MEMBER VANCOUVER FOUNDATION (Grants or Fund/Donor Development)  2014 FESTIVAL OF TREES VOLUNTEER 

To find out more visit ValleyFoundation.ca. Mail to: P.O. Box 991, Invermere, BC V0A 1K0

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 15

YOUR DONATION TODAY

WILL BE YOUR

GIFT FOR TOMORROW.

YES, I WOULD LIKE TO DONATE. Charitable Registration Number: 88261 8713 RR0001

Step 1: Support Columbia Valley Community Foundation  Use my donation to support project where the community needs are greatest OR Support a specific funding area Thanks to the  Arts & Culture  Health & Safety  Children & Youth  Literacy following for  Community Facilities  Recreation  Education  Social Issues SPONSORING OUR  Environment  Student Awards Named Fund ANNUAL REPORT ______Step 2: Donation Amount

I would like this donation to be anonymous: YES / NO Make your cheque payable to: “Columbia Valley Community Foundation”

Smith Green Andruschuk LLP Step 3: Donor Information In order to issue an official receipt for income tax purposes we require the following information. ______Full Name / Company Name ______Address ______City | Province | Postal Code Donate to the Columbia Valley ______Community Foundation online by Telephone Cell Phone Fax visiting CanadaHelps.org. ______Email

Step 4: Memorial Gift Option

This gift is in memory of: ______Research, production & layout of this annual report has been carefully crafted by the

Mail to: COLUMBIA VALLEY COMMUNITY FOUNDATION ROCKAFELLOW CONSULTING GROUP P.O. Box 991, Invermere, BC V0A 1K0 Windermere, British Columbia, Canada

COLUMBIA VALLEY COMMUNITY FOUNDATION 2013 ANNUAL REPORT | building legacies in our valley communities 16