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2014Annual Report
board of directors | page 1
Back Row: Brett McGregor, Terri Roulette-McCartney, Brian Cottom, Harvey Laluk, Phil Weiss
Front Row: Bev Cumming, Barb Webber, Janet Shaw-Russell, Manon Pascal Missing: ·Rick Dillabough, Bob Patterson
board of
directors
Farewell
The Board would like to express their extreme gratitude to Brett McGregor,
Manon Pascal and Barb Webber as they have completed their terms with BACF.
2014-2015
chairperson’s report | page 2
2014 has been a busy, progressive and rewarding year for Brandon Area Community Foundation. With strategic thought and strong community
support, we launched 50th Anniversary plans, designed our new Live and Give Donor Campaign, reached out to neighbouring Westman
Foundations, modernized donor relations, fine-tuned our investment management strategies, launched an ongoing policy and program review,
refreshedourBoardofDirectors,strengthenedour10yearYIPprogram,listenedtocomediansandcountrymusicstarsandheardmanyrewarding
testimonialsfromgrantrecipientsovertheyear.
Howdidwedoit?Vision,passionatepeopleanddiscipline.Ourvisionisbetterwithrespecttowherewewanttogo,butgreatvisionwithoutgreat
peopleisirrelevant.WehaveengagedavarietypackofvolunteerDirectorsinsideBACFandothervolunteersinourgrowingcommunity.Ourmottos
are “who before what”…”why before how”. It's not easy but it's working. Our future philanthropic challenges as we move forward are simple and
revolvearounddisciplineinwhatwedo.
“Disciplined action without self-disciplined people is impossible to sustain and disciplined action without disciplined thought is a recipe for
disaster”….JimCollins,GoodtoGreat.
ThisquoteisrelevanttoourupcomingcommitmenttoprepareVitalSignsnextyear.Wearegettingbetteratpullingtogetherasacommunityteam
andresistingthecurseofcomplacency.Webelieveinalwaysfindingabetterwaytoputthecommunityfirstandbest.Our“TrueNorth”atBACFis
staff Laura and Barb, who, as expected, has met and exceeded expectations in their abilities to coordinate and deliver what we need to do best.
Thankyoutoourcorporateandbusinesspartners,caringcommunity,generousdonors,dedicatedDirectorsandgreatstaff.
Respectfullysubmitted
PhilWeiss
chairperson’s
report
50th Anniversary
In 2015 BACF
will be celebrating
50 years of giving!
ways to give | page 3
There are many different ways to contribute to the
Brandon Area Community Foundation. The following
areamongthemostcommon.
Cash
By cheque – mail DPO Box 22096, Brandon, MB
R7A 6Y9 or drop off at the office,
Renaissance Station, Unit 5A 457-9th Street,
Brandon, MB. Or by credit card – call the office at
204-571-0529.
SecurelyOnline
CanadaHelps.org, our secure online website makes it
easy to donate online by credit card, and we are
always available via telephone to walk you through
theprocess.
MarketableSecurities
When you donate appreciated securities to a
community foundation, you receive a tax receipt for
thefullmarketvalueandpaynocapitalgainstax.
GiftinyourWill
Designate Brandon Area Community Foundation as
beneficiary for a specified amount or a percentage of
yourestate.
LifeInsurance
Takeoutortransferagiftoflifeinsurance
EstablishingaFund
When you decide to establish your own fund or
support one of the Foundation's existing funds,
youwilljoinwithpeoplefromallwalksoflifewith
one thing in common: the desire to make a
differenceinyourcommunity—forever.
Your gift will give year after year because your
donation is invested as a permanent endowment
fund and is managed professionally by a
knowledgeable team of community leaders, staff
andinvestmentadvisors.
Itissimpletosetupafund.Therearemanyways
to do it, often with significant tax benefits for
you. We will work with you and your lawyer,
accountant, life insurance agent or financial
plannertofindtheapproachthatworksbest.
Typesof Funds
WhenyouestablishafundattheFoundation,you
choose its name and decide how it will work to
benefit the community and fulfill your charitable
goals. It could also be a tribute or memorial fund.
Depending on your wishes, your fund will fall into
oneofthefollowingcategories:
CommunityFund
This fund is the heart of the Foundation and
provides flexibility in responding to community
needs.
Fieldof InterestFund
Donoridentifiesageneralareaofinterestforfund
income – named by a donor, family, group, or in
memoryofalovedone.
DesignatedFund
Donor specifies one or more charitable
beneficiaries – adjustments can be made to
maintaintheintentofthedonor.
DonorAdvised Fund
Grants are made in accordance with the donor's
wishes – recorded wishes are carried out forever
bytheFoundation.
CharitableRegistrationNumber:89659-4884-RR0001donate today!
to give
ways ToNameaFew...
The following are some of our existing funds
and how they continue to support our community.
VionellHoldingsScholarshipFund – the intent of this scholarship is to encourage
individuals with academic achievement and strong career potential to enter the
carpentry/woodworking, construction or electrical fields.
NowatzkiFamilyFund will annually benefit the Brandon Public Library and was
established by a giving family that wanted to contribute back to a
community that meant so much in their lives.
TravisCromptonMemorialScholarshipFund is awarded annually to the recipient
who possesses qualities and traits similar to Travis and his
aspirations to become a firefighter.
JohnWilsonMemorialFundwas established by David Wilson in memory of his father.
The surplus from this fund is distributed to the Arts community in the field of Music.
ElginCommunityFund was established as part the Elgin Centennial Homecoming
celebrations in June 1999. Many past and present residents of the Elgin district
donate to this fund; surplus from this fund is dispersed back into the
Elgin Community.
For more information on these funds, or establishing your own fund,
please contact the BACF office.
memory
in
Dick McDonald, a highly regarded business
person and philanthropist who exemplified giving
back to his community, has supported BACF through
the Dick & Verda McDonald Family Fund in addition to
offering his expertise to the BACF Investment
Committee. Mr. McDonald was a driving force behind
theestablishmentoftheGreenAcresLodgeFund.The
Green Acres Lodge was a facility constructed in the
east end of Brandon in 1967 to provide an affordable
housing option for returning First and Second World
War Veterans. The last veteran resident vacated the
lodge in 2011. The foresight of Dick and a group of
community minded philanthropic people has turned
this site into a legacy that will benefit a wide variety
of very worthwhile organizations in Brandon and the
SouthwesternMBRegion.DickMcDonaldcontinuedto
beatirelessfundraiserandsupporteroftheBrandon
University Foundation and the Brandon Area
CommunityFoundation.
Evelyn Ruth Turnbull generously named the
Brandon Area Community Foundation as one of the
beneficiaries of her Estate with a significant gift that
will help support future education and community
projects. Ruth was born and educated in Winnipeg.
Ruthtookviolinandartlessonsandenjoyedcanoeing
on Manitoba's rivers and lakes. Through mutual
friends,RuthmetMelTurnbullfromHartney,MB. They
married in 1955 and lived on the family farm near
Hartney until they retired to Brandon in the 1980's.
RuthandMeltravelledextensivelyandspentwinters
in Florida but they remained active in the Hartney
community with church activities, golfing, curling,
squaredancingandvisitinglifelongfriends.Ruthand
Melhadgreatappreciationandrespectforeducation.
During some years that funds for further education
were not readily available; the Turnbull's decided to
provide funding for bursaries and scholarships to
assist students from Hartney and area. Ruth's
endowmentgifttotheFoundationisherwayofgiving
backtothecommunitieswheretheybothhadlived.
Dr.FrankPurdiewasaloyalsupporterandfriend
of the Brandon Area Community Foundation. Dr.
Purdie spoke passionately of his life experiences
growingupasthesonofacountrydoctorinGriswold,
MB. It is clear to see that Dr. Purdie's sense of
philanthropy was nurtured through being raised by
hard working parents who did what they could to
make life better for others and for the community. In
2006, Dr. Purdie established two funds with BACF in
memory of his late wife, Gwyneth Purdie, the YMCA
Youth Endowment Fund in support of “at risk” youth
and The Gwyneth and Frank Purdie Family Fund in
support of King George School early years literacy. A
third fund, The Gwyneth and Frank Purdie Adult
Literacy Fund in support of Samaritan House adult
programs was established in 2008. Dr. Purdie felt it
was important to give back to the community where
onemadeone'sliving.ThegiftsofFrankandGwyneth
Purdie will continue to make a difference in our
communityforgenerationstocome.
Muriel and Harry “Hap” Fraser generously
named the Brandon Area Community Foundation as
one of the beneficiaries from their final Estate with a
significant gift on the passing of Muriel. “Hap” Fraser
from Brandon married Muriel Coleman in 1945. Mr.
Fraser served in the RCAF during World War II,
returning to Brandon in 1946. Following a brief stint
as manager of the North Hill IGA, Hap and Muriel built
their own IGA grocery store on Victoria Avenue west,
where they operated until their retirement in 1972.
Hap Fraser served a term on the Brandon City Council
and was a member of the Brandon Lion's Club from
1952untilhispassingin1991.Murielvolunteeredat
the RCAF, worked in retail, and once the IGA store
opened,workedbesideherhusbanduntilretirement.
Muriel was also an avid golfer. Executor and close
friend,DonElkingtonstates:“Itwasanhonortohave
known these two very special people since the day I
was born. Their final wish was to help in some small
way with this gift, strengthening and improving the
qualityoflifeinthecommunity,fortheCityofBrandon
andregion. Thatisspecial.”
Clair Murray beloved husband of Mildred and a
devotedfather,wasawell-knownandwell-respected
businessman throughout many communities.
Remembered as a kind and compassionate man, Clair
began his career in the auto industry when he
returnedfromtheSecondWorldWarwhereheserved
in the Royal Navy. In 1945, he and his brother Ewart
tookoverthefamilycardealershipinSouris.Thiswas
thebeginningtohislifelongloveofbuyingandselling
cars. In 1954, Clair met and married the local home
economist, Mildred Clark. Clair and Millie have four
sons–Doug,Paul,DanandChris.Clairwasveryproud
thatallfourofhissonsfollowedinhisfootsteps. Clair
leaves a legacy of 12 grandchildren and one great-
grandchild. Clair was an outstanding mentor to his
sons as well as employees and partners. He touched
many people in his business dealings. Clair
effortlessly cultivated respect and enjoyed valued
friendships throughout his life; he had a huge
interest in people, their families and history. It was
not the many awards that defined Clair's success but
rather his genuine interest in people's lives that
provided the example of his modest nature. Brandon
AreaCommunityFoundationisverygratefultoClairand
Millie for their support of the Foundation and to the
many other community projects that have benefited
fromtheirgenerosity.
in memory | page 4
Giving to a cause is most commonly linked
to a personal connection or cause in a
community that fosters the values of the giver...
2014 grant
recipients
$2,500
$500
$2,000
$1,000
$500
$5,000
$10,000
$10,000
$3,175
$144
$5,000
$1,500
$10,000
$7,500
$2,000
$25,000
$1,500
$732
$500
$200
$1,335
$400
$500
$3,000
$1,000
$500
60 Royal Canadian Sea Cadets SWIFTSURE
Alzheimer's Society
Artist in Healthcare
Bdn.& District Chapter Learning Disabilities Assoc.of MB, Inc.
Beginnings Pre-School
Big Brothers & Sisters of Brandon
Brandon Friendship Centre-George Fitton Daycare
Brandon Friendship Centre-Play Ground Expansion
Brandon Humane Society
Brandon Museum Inc.
Brandon Schools Instrumental Music Association Inc.
Brandon Summer Suzuki Institute
Brandon University Foundation
Child & Family Services of Western MB
Clack Family Heritage Museum
Commonwealth Air Training Plan Museum
David Pankratz-MB Emergency Services College
Elton Collegiate
Elton Community Centre
Forrest United Church
Habitat for Humanity MB-Brandon Chapter
Hartney School
Heart & Stroke Foundation of Brandon
Helping Hands Centre of Brandon
KidSport Westman
King George School
$400
$1,878
$500
$300
$2,000
$1,175
$500
$500
Western MB Regional Library
Westman Dream for Kids
Westman Immigration Services
Women's Resource Centre
Wpg. Symphony Orchestra/Children's Music Programs
YMCA Strong Kids
Youth for Christ-Literacy Centre
YWCA
Total $270,034
$500
$395
$800
$9,200
$500
$10,000
$3,000
$1,400
$500
$45,000
$500
$5,000
$5,000
$500
$2,000
$500
$10,000
$3,000
$1,000
$3,000
$7,500
$10,000
$3,000
$5,000
$10,000
$30,000
MB Special Olympics Westman Region
Mid-West Arts Council
Mini Mustang Daycare Inc.
Minnedosa Youth Soccer Association
Minto Recreation Facilities
Oak Lake Beach Playground Committee
Parkview Seniors Housing Co-op
Prairie Mountain Health/Cancer Care
Prairie Oasis Senior Centre
Provincial Exhibition of MB Inc.
Psychosocial Rehabilitation (PSR) Manitoba Inc.
Rapid City Agricultural Society
Rapid City Legion Auxilary Branch #49
Rapid City Library
Reston Memorial Park Board
Riverbank Discovery Centre
Rivers & Area Community Foundation
Royal Canadian Legion Athletic Camp
Samaritan House Ministries
Seniors for Seniors
Service Clubs of Brandon
The Learning Partnership
The Salvation Army Bdn.Community & Family
Minnedosa Regional Events Centre
Wawanesa Wee Care Inc.
Western MB Centennial Auditorium
2014 grant recipients | page 5
THE LEARNING PARTNERSHIP
WESTERN MANITOBA CENTENNIALAUDITORIUM
donor
stories
donor story | page 6
TheHillsareAlivewithPhilanthropy
In March of 1969 a group of local women came together to fulfill their need of fellowship and community service in their
area. The group meets in the evenings hence the name Brandon Hills Fireflies came to be, as they would “light up the
night”.
One of the main goals for the Brandon Hills Fireflies group is to keep their community members connected through
community activities. Such activities that take place are tours of local businesses and other interesting venues,
presentationgivenbydifferentguestspeakersattheirmonthlymeetingsandorganizingspecialcommunityevents.
One such special community event has been hosting a beef pit BBQ since August of 1970, feeding up to 450 people.
Presently, the Brandon Hills Fireflies have 12 members and rely on a large number of other community members to help
withfoodpreparationandserving. ThisannualBBQengagesindividualsofallages,andwithhopethateventslikethis,
thevalueofcommunityserviceandfellowshipisinstilledwithineveryonewhoparticipates.
With the success of this annual event they are able to make financial donations to various charities, one of which is the
BrandonAreaCommunityFoundation.ThegroupalwaysstrivetohavetheirdonationsremainwithintheWestmanarea.
SpokespersonDarleneMcPhersoncomments:“Withthedeclineinruralfamilies,wecertainlyhaveexperiencedadecline
inourmembership.ForthoseofuswhoremainactivewiththeFireflies,wefeelwearefulfillinganeedinourcommunity.
We are keeping our rural friends and neighbours informed and connected but at the same time we hope we are helping
organizationswithourdonations”.
TheFirefliesaredefinitelyashininglightofcommunityspirit!
Through Your
Local Community
Foundation
Bringing People
and Causes
Together.
fundreporting
CommunityFamilyFunds: $1,466,996
Secter, Joseph & Gwen, Founders Initial Gift
Allen, John & Shirley
Associated Canadian Travellers (ACT) No. 1037
Bailey, Doug & Lynne
Baker, Estate of Anne & Carl
Bidinosti, Rudy & Rosemarie
Binkley, Manse & Anna Hunt
Blythe, Estate of Leonard
Bowslaugh, Pat
Bradley, Walter & Jan
Brandon Senior Citizens
Brandon Sun
Brown, Randy & Elaine
Campbell, Jim & Eva
Campbell, Mrs. Duncan
Cancade, Estate of Suzanne
Cargill Limited
Chapman, Ann
Christies Office Supply
Clark, Murray & June
Clear Lake Ladies Golf Club
Clement, Robert & Mary
Coleman, J. J.
Cook, Arnold & June
Kille, Les & Muriel
Kille, Ron & Mona
Kiwanis Club of Brandon
Kullberg, Joan
Lawson, Doug & Wilma
Lawson, Glen & Eileen
Lissaman, Frank C.
Lumbard, Bill & Janet
Lyons, Emily
Mailer, Estate of Colin
Main, Don
Manitoba Normal School-Class of '54
Martineau, Brian & Irene
Mazier, Robert & Patricia
McPhail, Dale & Grant
Medical Charity
Meighen Haddad & Co.
Merrell, Muriel & Neil
Mills, J. Gary
Milne, Carla & Brad
Milne, Delia & Les
Mitchell, Donn & Sylvia
Mitchell, Ross & Mabel
Murray, Clair & Mildred
fund reporting | page 7
Your Community
Makes You
Cornell, Bob & Lois
Crane, Paul & Gail
Davis, Marion & Eric
Dechka / Shepherd Family Fund
Dillabough, Gloria & Merv
Dobson, Peter
Donovon Stone & Co.
Eckersley, Peter & Jan
Evans, Dorothy
Farough, Barbara
Ferguson, Bryan & Sherri
Forbes, Reg & Clara
Francis (Sullivan), Wilf & Winnie
Fraser, Estate of Muriel
Gardewine & Sons Ltd.
Griffin, Ronald A J
Griffith, Grant & Patty
Hargreaves, Tanis & Ron
Hartney-Cameron Community Fund
Hawley, Bob
Helwer, Ron & Vera
Hooke, George
Hudon, Pat & Aimee
Kille, Don & Becki
Myers, Dr. Robert & Joanne
Norosky, Wes & Suzi
Parker, Dr. R & N
Parobec, L. M.
Paul's Hauling Ltd.
Penny, Don & Sandra
Potyondy, Charlotte & Tony
Pratt, Estate of Fred
Riesberry, Helen
Robertson, Estate of Hazel Jean
Roseman, Vic
Simmons, Don
Simplot Canada Ltd.
Snelgrove, C.
Strain, Dr. & Mrs. J. H.
Thomas Sill Foundation
Thomas, Ron & Sandra
Turnbull, Estate of Evelyn Ruth
Turnbull, Mel & Ruth
Westoba Credit Union
Wolfe, Mel & Catherine
World Junior Hockey
fundreporting
FieldofInterest
$172,250
$5,000
$5,000
$10,000
$37,200
$9,000
$10,500
$18,286
$9,250
$128,976
$7,840
$22,500
$16,000
$41,203
$6,700
$499,705
'97 Canada Games
Buckley Family Fund
CIBC Youth Projects
Cristall Family Fund
Environmental Unrestricted Fund
Dr.Stuart & Mickey Hampton Fund
Don Kille Family Fund
Leech Family Fund
Les Milne Memorial Fund
MB Smart Network Fund
Dick & Verda McDonald Family Fund
RBC Foundation Fund
Simplot Fund
Westman Recycling Fund
John Wilson Memorial Fund
TOTAL
$39,240
$10,000
$10,000
$10,000
$1,679
$50,000
$16,000
$21,912
$20,500
$17,000
$725,565
$40,486
$18,000
$30,161
$47,500
$10,000
$2,000
$1,070,042
Administration
Arts Stabilization - Art Gallery of SW MB
Arts Stabilization - Daily House Museum
Arts Stabilization - Midwest Arts Council
Diefenbaker Scholarship Fund
Elsie Taylor Memorial Scholarship Fund
Gwyneth & Dr.Frank Purdie-Literacy Fund
Gwyneth & Dr.Frank Purdie-YMCA Strong Kids
Gwyneth & Dr.Frank Purdie-Samaritan House Fund
Hartney-IOOF Bursary Fund
Jack & Evelyn Gabel Memorial Fund
Milton Holden Memorial Fund
Nowatzki Family Fund
Provincial Exhibition of MB
Travis Crompton Memorial Fund
Vionel Holdings Scholarship Fund
Wawanesa Cemetery Fund
TOTAL
Designated DonorAdvised
$10,000
$10,000
$90,329
$23,964
$45,162
$46,845
$10,000
$39,292
$36,579
$385,000
$17,360
$965,800
$33,300
$53,604
$43,348
$125,025
$42,922
$1,978,531
Alice Hamnett Memorial Fund
Brandon Baseball Foundation Fund
Brandon Riverbank Fund
Brawn/Martin Family Fund
Caitlin Arksey Memorial Fund
Dr. Harvey Bergner Fund
Egilsson Family Fund
Elgin Community Fund
Golletz Family Fund for YIP
Green Acres Lodge Fund
Minto Community Fund
Murray Auto Group Fund
Rounthwaite Cemetery Fund
Town of Rapid City Fund
Tri-High Alumni Fund
Westman Dream for Kids Fund
Women's Fund
TOTAL
fund reporting | page 8
Building
for
Tomorrow
TotalEndowmentContributions
FundSurplusSinceInception
MarketRestrictedEndowments
TotalEndowmentFunds
OtherGiftedAssets
Gord & Diane Peters Fund$1,541,326
*Fund Surplus includes the net amount of investment income less grants given and admin expense since inception
$4,947,639
$612,751
$40,419
$5,600,809
StatementofFinancialPosition
financial
statement
StatementofOperations&
ChangesinNetAssets
REVENUES
Fundraising event and other income
Investment income
EXPENDITURES and GRANTS
Administration
Fund Development
Public Relations
Grants disbursed
Net income from operations
Transfers between funds
Share of administration expenses
Unrealized Gains (Losses) on
"Held For Trading Assets"
Disbursements
Donations, Grants & Contributed Capital
Net Change in Fund Balances
Balance-beginning of year
Balance-end of year
Endowment
Funds
581,641
581,641
268,033
268,033
313,608
-
(62,485)
521,121
772,244
4,828,565
5,600,809
Operating
Fund
11,973
11,973
-
11,973
(102,713)
69,083
(21,657)
134,484
112,827
Unrealized
Gains/Losses
on HFT
(105,615)
(105,615)
652,288
546,673
General
Administration
21,265
21,265
119,350
1,128
3,500
123,978
(102,713)
102,713
-
-
-
TOTALS
21,265
593,614
614,879
119,350
1,128
3,500
268,033
392,011
222,868
-
6,598
-
(105,615)
-
521,121
644,972
5,615,338
6,260,310
TOTALS
78,602
194,191
272,793
102,571
-
9,506
240,442
352,519
(79,726)
-
6,208
-
262,019
-
378,282
566,783
5,048,555
5,615,338
The above information are excerpts from audited financial statements dated December 31, 2014 reported on by Sensus Partnership of Chartered Accountants
financial statement | page 9
ASSETS
Cash & Current Assets
Investments
Total Assets
LIABILITIES
Accounts Payable & Accruals
Deferred Revenue
Deferred Contributions
Managed Funds
NET ASSETS
Endowment Funds
Operating Reserve
Unrealized Gains (Losses) on
“Held For Trading Assets”
TOTAL LIABILITIES & EQUITY
2013
$360,314
$7,363,459
$7,723,773
$4,617
$141,805
$1,302,150
$659,863
$2,108,435
$4,828,566
$134,484
$652,288
$5,615,338
$7,723,773
2014
$365,223
$8,078,366
$8,443,589
$16,610
$173,453
$1,251,968
$741,248
$2,183,279
$5,600,810
$112,827
$546,673
$6,260,310
$8,443,589
Through Your
Local Community
Foundation
donorrecognition
donor recognition | page 10
All Charities Campaign
All West Group
Anderson, Mary
Arksey, Svava
Assiniboine Community College
Auto Parts Central Inc.
Avery, Dennis
Avery, Mark & Kerry
Bangle, Jean & Michael
Barber Motors (1963) Ltd.
Bauman, Irene
Bertram, Jim & Cindy
Bicknell, Ken
Blanchard, Edith
Bowslaugh, Pat
Brandon Clinic Medical Corporation
Brandon Hills Fireflies
Brandon's Food for Thought
Brandon Sun
Brandon Wheat Kings
Breneman, Janie & Tom
Bridgett, Frances
Brockie Donovan Ltd.
Brodie, Bryan & Florence
Bruce, Richard & Doreen
Caldwell, Beatrice
Campbell, Bill & Lauren
Campbell, Eva
Canadian Tire
Cando Rail Services
Castle, Joyce
Cavanaugh, Robert & Patricia
Chambers, Bert
Chapman, Glenn
Chase Auto Body Supplies Ltd.
Clark, Abby & Trevor
Clark, Cameron
Clarke, Robyn
Cohoe, Kennedy & Verla
Collyer, Judith
Community Foundations of Canada
Concord Projects Ltd.
Cooley, Dean & Karen
Cottom, Brian
Couling, Bill & Lois
Cowie, Stuart
Craig, Gail & Donald
Crane Steel Structures Ltd.
Crocus Credit Union
Cruse, D.D. & Neil
Cumming, William & Gloria
D & B Sprinklers
Dalrymple, Carole & Miles
Davis GMC Buick (Medicine Hat) Ltd.
Day, David & Christine
Dick Agencies
Dixon, Ernie & Steffie
Dixon, William & Joyce
Dobson-Golletz, Keay
Downey, Sharon & Brian
Dunn, Craig & Claudette
Ediger, Don & Nora
Ek, Shirley & Lori
Emstrom, Melvin & Carol
Estate of Fraser, Muriel Violet
Estate of Turnbull, Evelyn Ruth
Fast, Arthur
Ferguson, Bryan & Sherri
Flewitt, Scott
Flewitt, Edwin
Fowler, Grant & Cathy
Garland, Donna & George
Gladstone, Linda & Ken
Graham, Myrna and Doug
Grainger, Doreen
Griffith, Jesse & Nadine
Griffith, Patty & Grant
Guild Insurance Brokers Inc.
Guild, Muriel
Hamilton, Irene
Haskett, Lenard & Bernice
Heatherington, Kenneth & Gloria
Hicks, Doreen & Glen
High Country Chevrolet Buick GMC
Ltd.
Hillis, Jim & Donna
Hodgson, Charlene
Hodgson, Marg
Holtmann, Daniel
Holub, George & Linda
Honda Canada Inc.
Hume, Kim
Hunt, Miller & Co.
Hyundia Auto Canada Corp.
Iverson, Shirley
Jackson, Bryan & Fran
Jasper, Sharon & Darvin
Jim MacDonald Motors Ltd.
Jones, Ann
Jones, Duncan & Robyn
Kalberg, Kathleen
Kelleher, Pat & Joan
Kelton, David
Kempthorne, Sharon
Kennedy, Andrew
Kille, Don & Becki
Kille, Ron & Mona
Kirton, Shirley
Kyle, Shelley
Latimer, Helen & Thomas
Lee, Melvin & Sharon
Leech Printing
Leech, Don & Donna
Lewis, Kelly
Lounsbury Company Limited
Macey, Michael
MacMillan, Murray
Maguire, Beryl
Maguire, David & Noreen
Maguire, Larry
Maguire, Sharon & Murray
Margetts, Sandy
Martin, Marilyn
Martine, Denis
Mason, Christopher & Elizabeth
McGregor, Amanda
McIntyre, Dr. Ian
McKague, Dr. Ross & Brenda
McLeod, Brenda
McLeod, George & Peggy
McPhee, Mary & Gordon
McPherson, Jessie
Meighen Haddad LLP
Meyers, Grace
Michael Macey Design Consultant
Mills, Brent & Rene
Milne, Delia
Minto Tops
Mitchell, David & Sandra
Mitchell, Hugh
Mitchell, Sylvia
Mobile One Marine
Moir, Clare & Agnes
More, Martin & Nancy Holden
Morgan Motors Co. Ltd.
Murray Auto Group
Murray Chevrolet Cadillac
Lethbridge
...toallour2014Donors
Murray Chevrolet Cadillac
Lethbridge Sales Dept.
Murray Chevrolet Cadillac
Medicine Hat
Murray Chevrolet Winnipeg
Staff & Mgmt.
Nerbas, Lloyd & Bernice
Nowatzki, Royce & Floyd
Oakden, Larry
Oberholzer, Gallus & Ida
O'Brien, Austin & Geraldine
O'Brien, James
Pappas, Q.C., Chrys
Parker, Donald & Donna
Phillips, Miles & Shirley
Pottinger, Don
Pottinger, Enid
Premachuk, Evans & Mardene
Pringle, Wayne & Laurette
Procner, George
Prokopchuk, W .
Pugh, William & Brenda
Raynor, Dale
Rea, Barry & Barb
Reid, Louanne
Rempel, Betty
Richmond, Darwin & Diana
Robertson, Alden & Isobel
Robertson, Audrey
Russell, Donna
Sanderson, Freeda & Ken
Schneider, Terry & Kim
Schwartz, Arthur
Scott, Bonnie & Alan
Scott, Lisa
Sedgwick, Larry & Helen
Shaw, Richard & Brenda
Shuttleworth, David & Donna
Slater, Shirley
Spratt, Glen & Shirley
Stothard, Velma & Jack
Sunrise Credit Union
Sykes, Roberta
T.J. Rice Family Foundation Inc.
Taylor, Joyce
The Winnipeg Foundation
Thomassen, Edna
Troop, Doug & Jayne
Turner, Brett
Twietmeyer, Shirley
United Way of Brandon & District
Vickar Community Chevrolet
Victoria Inn
Voy, Ron & Amy
Wall, David & Karen
Wark, Lary & Dora
Webster, Kay & Bob
Westman Communications Group.
Westman Dental Group
Westoba Credit Union
Wheaton Family Foundation
Wolfe, Mel & Catherine
Wood, Wenda & Earl
Wooley, Gwen
Wray, Phyllis & Leonard
Yellowlees, P. Joyce & John F.
Zander, Stuart & Josina
Zenith Paving Ltd.
Every effort has been made to assure the
accuracy of this 2014 donor list.
If you notice an error or omission, please
accept our apologies and let us know so
that our records can be updated.
Mailing Address: Box 22096, Brandon, MB R7A 6Y9
Location: Unit 5A 457-9th Street, Brandon, MB
204-571-0529 info@bacf.ca www.bacf.ca| |
Supportingthe
Communityfor
50years!1965-2015
THE FOUNDATION
of my community
starts with you and me - more than charity
it’s the empathy i feel for the people where i live.
close to home is where the heart is,
where help goes farthest
my foundation helps me start this
people standing TALL in towns big and small, urban, rural, one and all.

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2014 Annual Report

  • 2. board of directors | page 1 Back Row: Brett McGregor, Terri Roulette-McCartney, Brian Cottom, Harvey Laluk, Phil Weiss Front Row: Bev Cumming, Barb Webber, Janet Shaw-Russell, Manon Pascal Missing: ·Rick Dillabough, Bob Patterson board of directors Farewell The Board would like to express their extreme gratitude to Brett McGregor, Manon Pascal and Barb Webber as they have completed their terms with BACF. 2014-2015
  • 3. chairperson’s report | page 2 2014 has been a busy, progressive and rewarding year for Brandon Area Community Foundation. With strategic thought and strong community support, we launched 50th Anniversary plans, designed our new Live and Give Donor Campaign, reached out to neighbouring Westman Foundations, modernized donor relations, fine-tuned our investment management strategies, launched an ongoing policy and program review, refreshedourBoardofDirectors,strengthenedour10yearYIPprogram,listenedtocomediansandcountrymusicstarsandheardmanyrewarding testimonialsfromgrantrecipientsovertheyear. Howdidwedoit?Vision,passionatepeopleanddiscipline.Ourvisionisbetterwithrespecttowherewewanttogo,butgreatvisionwithoutgreat peopleisirrelevant.WehaveengagedavarietypackofvolunteerDirectorsinsideBACFandothervolunteersinourgrowingcommunity.Ourmottos are “who before what”…”why before how”. It's not easy but it's working. Our future philanthropic challenges as we move forward are simple and revolvearounddisciplineinwhatwedo. “Disciplined action without self-disciplined people is impossible to sustain and disciplined action without disciplined thought is a recipe for disaster”….JimCollins,GoodtoGreat. ThisquoteisrelevanttoourupcomingcommitmenttoprepareVitalSignsnextyear.Wearegettingbetteratpullingtogetherasacommunityteam andresistingthecurseofcomplacency.Webelieveinalwaysfindingabetterwaytoputthecommunityfirstandbest.Our“TrueNorth”atBACFis staff Laura and Barb, who, as expected, has met and exceeded expectations in their abilities to coordinate and deliver what we need to do best. Thankyoutoourcorporateandbusinesspartners,caringcommunity,generousdonors,dedicatedDirectorsandgreatstaff. Respectfullysubmitted PhilWeiss chairperson’s report 50th Anniversary In 2015 BACF will be celebrating 50 years of giving!
  • 4. ways to give | page 3 There are many different ways to contribute to the Brandon Area Community Foundation. The following areamongthemostcommon. Cash By cheque – mail DPO Box 22096, Brandon, MB R7A 6Y9 or drop off at the office, Renaissance Station, Unit 5A 457-9th Street, Brandon, MB. Or by credit card – call the office at 204-571-0529. SecurelyOnline CanadaHelps.org, our secure online website makes it easy to donate online by credit card, and we are always available via telephone to walk you through theprocess. MarketableSecurities When you donate appreciated securities to a community foundation, you receive a tax receipt for thefullmarketvalueandpaynocapitalgainstax. GiftinyourWill Designate Brandon Area Community Foundation as beneficiary for a specified amount or a percentage of yourestate. LifeInsurance Takeoutortransferagiftoflifeinsurance EstablishingaFund When you decide to establish your own fund or support one of the Foundation's existing funds, youwilljoinwithpeoplefromallwalksoflifewith one thing in common: the desire to make a differenceinyourcommunity—forever. Your gift will give year after year because your donation is invested as a permanent endowment fund and is managed professionally by a knowledgeable team of community leaders, staff andinvestmentadvisors. Itissimpletosetupafund.Therearemanyways to do it, often with significant tax benefits for you. We will work with you and your lawyer, accountant, life insurance agent or financial plannertofindtheapproachthatworksbest. Typesof Funds WhenyouestablishafundattheFoundation,you choose its name and decide how it will work to benefit the community and fulfill your charitable goals. It could also be a tribute or memorial fund. Depending on your wishes, your fund will fall into oneofthefollowingcategories: CommunityFund This fund is the heart of the Foundation and provides flexibility in responding to community needs. Fieldof InterestFund Donoridentifiesageneralareaofinterestforfund income – named by a donor, family, group, or in memoryofalovedone. DesignatedFund Donor specifies one or more charitable beneficiaries – adjustments can be made to maintaintheintentofthedonor. DonorAdvised Fund Grants are made in accordance with the donor's wishes – recorded wishes are carried out forever bytheFoundation. CharitableRegistrationNumber:89659-4884-RR0001donate today! to give ways ToNameaFew... The following are some of our existing funds and how they continue to support our community. VionellHoldingsScholarshipFund – the intent of this scholarship is to encourage individuals with academic achievement and strong career potential to enter the carpentry/woodworking, construction or electrical fields. NowatzkiFamilyFund will annually benefit the Brandon Public Library and was established by a giving family that wanted to contribute back to a community that meant so much in their lives. TravisCromptonMemorialScholarshipFund is awarded annually to the recipient who possesses qualities and traits similar to Travis and his aspirations to become a firefighter. JohnWilsonMemorialFundwas established by David Wilson in memory of his father. The surplus from this fund is distributed to the Arts community in the field of Music. ElginCommunityFund was established as part the Elgin Centennial Homecoming celebrations in June 1999. Many past and present residents of the Elgin district donate to this fund; surplus from this fund is dispersed back into the Elgin Community. For more information on these funds, or establishing your own fund, please contact the BACF office.
  • 5. memory in Dick McDonald, a highly regarded business person and philanthropist who exemplified giving back to his community, has supported BACF through the Dick & Verda McDonald Family Fund in addition to offering his expertise to the BACF Investment Committee. Mr. McDonald was a driving force behind theestablishmentoftheGreenAcresLodgeFund.The Green Acres Lodge was a facility constructed in the east end of Brandon in 1967 to provide an affordable housing option for returning First and Second World War Veterans. The last veteran resident vacated the lodge in 2011. The foresight of Dick and a group of community minded philanthropic people has turned this site into a legacy that will benefit a wide variety of very worthwhile organizations in Brandon and the SouthwesternMBRegion.DickMcDonaldcontinuedto beatirelessfundraiserandsupporteroftheBrandon University Foundation and the Brandon Area CommunityFoundation. Evelyn Ruth Turnbull generously named the Brandon Area Community Foundation as one of the beneficiaries of her Estate with a significant gift that will help support future education and community projects. Ruth was born and educated in Winnipeg. Ruthtookviolinandartlessonsandenjoyedcanoeing on Manitoba's rivers and lakes. Through mutual friends,RuthmetMelTurnbullfromHartney,MB. They married in 1955 and lived on the family farm near Hartney until they retired to Brandon in the 1980's. RuthandMeltravelledextensivelyandspentwinters in Florida but they remained active in the Hartney community with church activities, golfing, curling, squaredancingandvisitinglifelongfriends.Ruthand Melhadgreatappreciationandrespectforeducation. During some years that funds for further education were not readily available; the Turnbull's decided to provide funding for bursaries and scholarships to assist students from Hartney and area. Ruth's endowmentgifttotheFoundationisherwayofgiving backtothecommunitieswheretheybothhadlived. Dr.FrankPurdiewasaloyalsupporterandfriend of the Brandon Area Community Foundation. Dr. Purdie spoke passionately of his life experiences growingupasthesonofacountrydoctorinGriswold, MB. It is clear to see that Dr. Purdie's sense of philanthropy was nurtured through being raised by hard working parents who did what they could to make life better for others and for the community. In 2006, Dr. Purdie established two funds with BACF in memory of his late wife, Gwyneth Purdie, the YMCA Youth Endowment Fund in support of “at risk” youth and The Gwyneth and Frank Purdie Family Fund in support of King George School early years literacy. A third fund, The Gwyneth and Frank Purdie Adult Literacy Fund in support of Samaritan House adult programs was established in 2008. Dr. Purdie felt it was important to give back to the community where onemadeone'sliving.ThegiftsofFrankandGwyneth Purdie will continue to make a difference in our communityforgenerationstocome. Muriel and Harry “Hap” Fraser generously named the Brandon Area Community Foundation as one of the beneficiaries from their final Estate with a significant gift on the passing of Muriel. “Hap” Fraser from Brandon married Muriel Coleman in 1945. Mr. Fraser served in the RCAF during World War II, returning to Brandon in 1946. Following a brief stint as manager of the North Hill IGA, Hap and Muriel built their own IGA grocery store on Victoria Avenue west, where they operated until their retirement in 1972. Hap Fraser served a term on the Brandon City Council and was a member of the Brandon Lion's Club from 1952untilhispassingin1991.Murielvolunteeredat the RCAF, worked in retail, and once the IGA store opened,workedbesideherhusbanduntilretirement. Muriel was also an avid golfer. Executor and close friend,DonElkingtonstates:“Itwasanhonortohave known these two very special people since the day I was born. Their final wish was to help in some small way with this gift, strengthening and improving the qualityoflifeinthecommunity,fortheCityofBrandon andregion. Thatisspecial.” Clair Murray beloved husband of Mildred and a devotedfather,wasawell-knownandwell-respected businessman throughout many communities. Remembered as a kind and compassionate man, Clair began his career in the auto industry when he returnedfromtheSecondWorldWarwhereheserved in the Royal Navy. In 1945, he and his brother Ewart tookoverthefamilycardealershipinSouris.Thiswas thebeginningtohislifelongloveofbuyingandselling cars. In 1954, Clair met and married the local home economist, Mildred Clark. Clair and Millie have four sons–Doug,Paul,DanandChris.Clairwasveryproud thatallfourofhissonsfollowedinhisfootsteps. Clair leaves a legacy of 12 grandchildren and one great- grandchild. Clair was an outstanding mentor to his sons as well as employees and partners. He touched many people in his business dealings. Clair effortlessly cultivated respect and enjoyed valued friendships throughout his life; he had a huge interest in people, their families and history. It was not the many awards that defined Clair's success but rather his genuine interest in people's lives that provided the example of his modest nature. Brandon AreaCommunityFoundationisverygratefultoClairand Millie for their support of the Foundation and to the many other community projects that have benefited fromtheirgenerosity. in memory | page 4 Giving to a cause is most commonly linked to a personal connection or cause in a community that fosters the values of the giver...
  • 6. 2014 grant recipients $2,500 $500 $2,000 $1,000 $500 $5,000 $10,000 $10,000 $3,175 $144 $5,000 $1,500 $10,000 $7,500 $2,000 $25,000 $1,500 $732 $500 $200 $1,335 $400 $500 $3,000 $1,000 $500 60 Royal Canadian Sea Cadets SWIFTSURE Alzheimer's Society Artist in Healthcare Bdn.& District Chapter Learning Disabilities Assoc.of MB, Inc. Beginnings Pre-School Big Brothers & Sisters of Brandon Brandon Friendship Centre-George Fitton Daycare Brandon Friendship Centre-Play Ground Expansion Brandon Humane Society Brandon Museum Inc. Brandon Schools Instrumental Music Association Inc. Brandon Summer Suzuki Institute Brandon University Foundation Child & Family Services of Western MB Clack Family Heritage Museum Commonwealth Air Training Plan Museum David Pankratz-MB Emergency Services College Elton Collegiate Elton Community Centre Forrest United Church Habitat for Humanity MB-Brandon Chapter Hartney School Heart & Stroke Foundation of Brandon Helping Hands Centre of Brandon KidSport Westman King George School $400 $1,878 $500 $300 $2,000 $1,175 $500 $500 Western MB Regional Library Westman Dream for Kids Westman Immigration Services Women's Resource Centre Wpg. Symphony Orchestra/Children's Music Programs YMCA Strong Kids Youth for Christ-Literacy Centre YWCA Total $270,034 $500 $395 $800 $9,200 $500 $10,000 $3,000 $1,400 $500 $45,000 $500 $5,000 $5,000 $500 $2,000 $500 $10,000 $3,000 $1,000 $3,000 $7,500 $10,000 $3,000 $5,000 $10,000 $30,000 MB Special Olympics Westman Region Mid-West Arts Council Mini Mustang Daycare Inc. Minnedosa Youth Soccer Association Minto Recreation Facilities Oak Lake Beach Playground Committee Parkview Seniors Housing Co-op Prairie Mountain Health/Cancer Care Prairie Oasis Senior Centre Provincial Exhibition of MB Inc. Psychosocial Rehabilitation (PSR) Manitoba Inc. Rapid City Agricultural Society Rapid City Legion Auxilary Branch #49 Rapid City Library Reston Memorial Park Board Riverbank Discovery Centre Rivers & Area Community Foundation Royal Canadian Legion Athletic Camp Samaritan House Ministries Seniors for Seniors Service Clubs of Brandon The Learning Partnership The Salvation Army Bdn.Community & Family Minnedosa Regional Events Centre Wawanesa Wee Care Inc. Western MB Centennial Auditorium 2014 grant recipients | page 5 THE LEARNING PARTNERSHIP WESTERN MANITOBA CENTENNIALAUDITORIUM
  • 7. donor stories donor story | page 6 TheHillsareAlivewithPhilanthropy In March of 1969 a group of local women came together to fulfill their need of fellowship and community service in their area. The group meets in the evenings hence the name Brandon Hills Fireflies came to be, as they would “light up the night”. One of the main goals for the Brandon Hills Fireflies group is to keep their community members connected through community activities. Such activities that take place are tours of local businesses and other interesting venues, presentationgivenbydifferentguestspeakersattheirmonthlymeetingsandorganizingspecialcommunityevents. One such special community event has been hosting a beef pit BBQ since August of 1970, feeding up to 450 people. Presently, the Brandon Hills Fireflies have 12 members and rely on a large number of other community members to help withfoodpreparationandserving. ThisannualBBQengagesindividualsofallages,andwithhopethateventslikethis, thevalueofcommunityserviceandfellowshipisinstilledwithineveryonewhoparticipates. With the success of this annual event they are able to make financial donations to various charities, one of which is the BrandonAreaCommunityFoundation.ThegroupalwaysstrivetohavetheirdonationsremainwithintheWestmanarea. SpokespersonDarleneMcPhersoncomments:“Withthedeclineinruralfamilies,wecertainlyhaveexperiencedadecline inourmembership.ForthoseofuswhoremainactivewiththeFireflies,wefeelwearefulfillinganeedinourcommunity. We are keeping our rural friends and neighbours informed and connected but at the same time we hope we are helping organizationswithourdonations”. TheFirefliesaredefinitelyashininglightofcommunityspirit! Through Your Local Community Foundation Bringing People and Causes Together.
  • 8. fundreporting CommunityFamilyFunds: $1,466,996 Secter, Joseph & Gwen, Founders Initial Gift Allen, John & Shirley Associated Canadian Travellers (ACT) No. 1037 Bailey, Doug & Lynne Baker, Estate of Anne & Carl Bidinosti, Rudy & Rosemarie Binkley, Manse & Anna Hunt Blythe, Estate of Leonard Bowslaugh, Pat Bradley, Walter & Jan Brandon Senior Citizens Brandon Sun Brown, Randy & Elaine Campbell, Jim & Eva Campbell, Mrs. Duncan Cancade, Estate of Suzanne Cargill Limited Chapman, Ann Christies Office Supply Clark, Murray & June Clear Lake Ladies Golf Club Clement, Robert & Mary Coleman, J. J. Cook, Arnold & June Kille, Les & Muriel Kille, Ron & Mona Kiwanis Club of Brandon Kullberg, Joan Lawson, Doug & Wilma Lawson, Glen & Eileen Lissaman, Frank C. Lumbard, Bill & Janet Lyons, Emily Mailer, Estate of Colin Main, Don Manitoba Normal School-Class of '54 Martineau, Brian & Irene Mazier, Robert & Patricia McPhail, Dale & Grant Medical Charity Meighen Haddad & Co. Merrell, Muriel & Neil Mills, J. Gary Milne, Carla & Brad Milne, Delia & Les Mitchell, Donn & Sylvia Mitchell, Ross & Mabel Murray, Clair & Mildred fund reporting | page 7 Your Community Makes You Cornell, Bob & Lois Crane, Paul & Gail Davis, Marion & Eric Dechka / Shepherd Family Fund Dillabough, Gloria & Merv Dobson, Peter Donovon Stone & Co. Eckersley, Peter & Jan Evans, Dorothy Farough, Barbara Ferguson, Bryan & Sherri Forbes, Reg & Clara Francis (Sullivan), Wilf & Winnie Fraser, Estate of Muriel Gardewine & Sons Ltd. Griffin, Ronald A J Griffith, Grant & Patty Hargreaves, Tanis & Ron Hartney-Cameron Community Fund Hawley, Bob Helwer, Ron & Vera Hooke, George Hudon, Pat & Aimee Kille, Don & Becki Myers, Dr. Robert & Joanne Norosky, Wes & Suzi Parker, Dr. R & N Parobec, L. M. Paul's Hauling Ltd. Penny, Don & Sandra Potyondy, Charlotte & Tony Pratt, Estate of Fred Riesberry, Helen Robertson, Estate of Hazel Jean Roseman, Vic Simmons, Don Simplot Canada Ltd. Snelgrove, C. Strain, Dr. & Mrs. J. H. Thomas Sill Foundation Thomas, Ron & Sandra Turnbull, Estate of Evelyn Ruth Turnbull, Mel & Ruth Westoba Credit Union Wolfe, Mel & Catherine World Junior Hockey
  • 9. fundreporting FieldofInterest $172,250 $5,000 $5,000 $10,000 $37,200 $9,000 $10,500 $18,286 $9,250 $128,976 $7,840 $22,500 $16,000 $41,203 $6,700 $499,705 '97 Canada Games Buckley Family Fund CIBC Youth Projects Cristall Family Fund Environmental Unrestricted Fund Dr.Stuart & Mickey Hampton Fund Don Kille Family Fund Leech Family Fund Les Milne Memorial Fund MB Smart Network Fund Dick & Verda McDonald Family Fund RBC Foundation Fund Simplot Fund Westman Recycling Fund John Wilson Memorial Fund TOTAL $39,240 $10,000 $10,000 $10,000 $1,679 $50,000 $16,000 $21,912 $20,500 $17,000 $725,565 $40,486 $18,000 $30,161 $47,500 $10,000 $2,000 $1,070,042 Administration Arts Stabilization - Art Gallery of SW MB Arts Stabilization - Daily House Museum Arts Stabilization - Midwest Arts Council Diefenbaker Scholarship Fund Elsie Taylor Memorial Scholarship Fund Gwyneth & Dr.Frank Purdie-Literacy Fund Gwyneth & Dr.Frank Purdie-YMCA Strong Kids Gwyneth & Dr.Frank Purdie-Samaritan House Fund Hartney-IOOF Bursary Fund Jack & Evelyn Gabel Memorial Fund Milton Holden Memorial Fund Nowatzki Family Fund Provincial Exhibition of MB Travis Crompton Memorial Fund Vionel Holdings Scholarship Fund Wawanesa Cemetery Fund TOTAL Designated DonorAdvised $10,000 $10,000 $90,329 $23,964 $45,162 $46,845 $10,000 $39,292 $36,579 $385,000 $17,360 $965,800 $33,300 $53,604 $43,348 $125,025 $42,922 $1,978,531 Alice Hamnett Memorial Fund Brandon Baseball Foundation Fund Brandon Riverbank Fund Brawn/Martin Family Fund Caitlin Arksey Memorial Fund Dr. Harvey Bergner Fund Egilsson Family Fund Elgin Community Fund Golletz Family Fund for YIP Green Acres Lodge Fund Minto Community Fund Murray Auto Group Fund Rounthwaite Cemetery Fund Town of Rapid City Fund Tri-High Alumni Fund Westman Dream for Kids Fund Women's Fund TOTAL fund reporting | page 8 Building for Tomorrow TotalEndowmentContributions FundSurplusSinceInception MarketRestrictedEndowments TotalEndowmentFunds OtherGiftedAssets Gord & Diane Peters Fund$1,541,326 *Fund Surplus includes the net amount of investment income less grants given and admin expense since inception $4,947,639 $612,751 $40,419 $5,600,809
  • 10. StatementofFinancialPosition financial statement StatementofOperations& ChangesinNetAssets REVENUES Fundraising event and other income Investment income EXPENDITURES and GRANTS Administration Fund Development Public Relations Grants disbursed Net income from operations Transfers between funds Share of administration expenses Unrealized Gains (Losses) on "Held For Trading Assets" Disbursements Donations, Grants & Contributed Capital Net Change in Fund Balances Balance-beginning of year Balance-end of year Endowment Funds 581,641 581,641 268,033 268,033 313,608 - (62,485) 521,121 772,244 4,828,565 5,600,809 Operating Fund 11,973 11,973 - 11,973 (102,713) 69,083 (21,657) 134,484 112,827 Unrealized Gains/Losses on HFT (105,615) (105,615) 652,288 546,673 General Administration 21,265 21,265 119,350 1,128 3,500 123,978 (102,713) 102,713 - - - TOTALS 21,265 593,614 614,879 119,350 1,128 3,500 268,033 392,011 222,868 - 6,598 - (105,615) - 521,121 644,972 5,615,338 6,260,310 TOTALS 78,602 194,191 272,793 102,571 - 9,506 240,442 352,519 (79,726) - 6,208 - 262,019 - 378,282 566,783 5,048,555 5,615,338 The above information are excerpts from audited financial statements dated December 31, 2014 reported on by Sensus Partnership of Chartered Accountants financial statement | page 9 ASSETS Cash & Current Assets Investments Total Assets LIABILITIES Accounts Payable & Accruals Deferred Revenue Deferred Contributions Managed Funds NET ASSETS Endowment Funds Operating Reserve Unrealized Gains (Losses) on “Held For Trading Assets” TOTAL LIABILITIES & EQUITY 2013 $360,314 $7,363,459 $7,723,773 $4,617 $141,805 $1,302,150 $659,863 $2,108,435 $4,828,566 $134,484 $652,288 $5,615,338 $7,723,773 2014 $365,223 $8,078,366 $8,443,589 $16,610 $173,453 $1,251,968 $741,248 $2,183,279 $5,600,810 $112,827 $546,673 $6,260,310 $8,443,589 Through Your Local Community Foundation
  • 11. donorrecognition donor recognition | page 10 All Charities Campaign All West Group Anderson, Mary Arksey, Svava Assiniboine Community College Auto Parts Central Inc. Avery, Dennis Avery, Mark & Kerry Bangle, Jean & Michael Barber Motors (1963) Ltd. Bauman, Irene Bertram, Jim & Cindy Bicknell, Ken Blanchard, Edith Bowslaugh, Pat Brandon Clinic Medical Corporation Brandon Hills Fireflies Brandon's Food for Thought Brandon Sun Brandon Wheat Kings Breneman, Janie & Tom Bridgett, Frances Brockie Donovan Ltd. Brodie, Bryan & Florence Bruce, Richard & Doreen Caldwell, Beatrice Campbell, Bill & Lauren Campbell, Eva Canadian Tire Cando Rail Services Castle, Joyce Cavanaugh, Robert & Patricia Chambers, Bert Chapman, Glenn Chase Auto Body Supplies Ltd. Clark, Abby & Trevor Clark, Cameron Clarke, Robyn Cohoe, Kennedy & Verla Collyer, Judith Community Foundations of Canada Concord Projects Ltd. Cooley, Dean & Karen Cottom, Brian Couling, Bill & Lois Cowie, Stuart Craig, Gail & Donald Crane Steel Structures Ltd. Crocus Credit Union Cruse, D.D. & Neil Cumming, William & Gloria D & B Sprinklers Dalrymple, Carole & Miles Davis GMC Buick (Medicine Hat) Ltd. Day, David & Christine Dick Agencies Dixon, Ernie & Steffie Dixon, William & Joyce Dobson-Golletz, Keay Downey, Sharon & Brian Dunn, Craig & Claudette Ediger, Don & Nora Ek, Shirley & Lori Emstrom, Melvin & Carol Estate of Fraser, Muriel Violet Estate of Turnbull, Evelyn Ruth Fast, Arthur Ferguson, Bryan & Sherri Flewitt, Scott Flewitt, Edwin Fowler, Grant & Cathy Garland, Donna & George Gladstone, Linda & Ken Graham, Myrna and Doug Grainger, Doreen Griffith, Jesse & Nadine Griffith, Patty & Grant Guild Insurance Brokers Inc. Guild, Muriel Hamilton, Irene Haskett, Lenard & Bernice Heatherington, Kenneth & Gloria Hicks, Doreen & Glen High Country Chevrolet Buick GMC Ltd. Hillis, Jim & Donna Hodgson, Charlene Hodgson, Marg Holtmann, Daniel Holub, George & Linda Honda Canada Inc. Hume, Kim Hunt, Miller & Co. Hyundia Auto Canada Corp. Iverson, Shirley Jackson, Bryan & Fran Jasper, Sharon & Darvin Jim MacDonald Motors Ltd. Jones, Ann Jones, Duncan & Robyn Kalberg, Kathleen Kelleher, Pat & Joan Kelton, David Kempthorne, Sharon Kennedy, Andrew Kille, Don & Becki Kille, Ron & Mona Kirton, Shirley Kyle, Shelley Latimer, Helen & Thomas Lee, Melvin & Sharon Leech Printing Leech, Don & Donna Lewis, Kelly Lounsbury Company Limited Macey, Michael MacMillan, Murray Maguire, Beryl Maguire, David & Noreen Maguire, Larry Maguire, Sharon & Murray Margetts, Sandy Martin, Marilyn Martine, Denis Mason, Christopher & Elizabeth McGregor, Amanda McIntyre, Dr. Ian McKague, Dr. Ross & Brenda McLeod, Brenda McLeod, George & Peggy McPhee, Mary & Gordon McPherson, Jessie Meighen Haddad LLP Meyers, Grace Michael Macey Design Consultant Mills, Brent & Rene Milne, Delia Minto Tops Mitchell, David & Sandra Mitchell, Hugh Mitchell, Sylvia Mobile One Marine Moir, Clare & Agnes More, Martin & Nancy Holden Morgan Motors Co. Ltd. Murray Auto Group Murray Chevrolet Cadillac Lethbridge ...toallour2014Donors Murray Chevrolet Cadillac Lethbridge Sales Dept. Murray Chevrolet Cadillac Medicine Hat Murray Chevrolet Winnipeg Staff & Mgmt. Nerbas, Lloyd & Bernice Nowatzki, Royce & Floyd Oakden, Larry Oberholzer, Gallus & Ida O'Brien, Austin & Geraldine O'Brien, James Pappas, Q.C., Chrys Parker, Donald & Donna Phillips, Miles & Shirley Pottinger, Don Pottinger, Enid Premachuk, Evans & Mardene Pringle, Wayne & Laurette Procner, George Prokopchuk, W . Pugh, William & Brenda Raynor, Dale Rea, Barry & Barb Reid, Louanne Rempel, Betty Richmond, Darwin & Diana Robertson, Alden & Isobel Robertson, Audrey Russell, Donna Sanderson, Freeda & Ken Schneider, Terry & Kim Schwartz, Arthur Scott, Bonnie & Alan Scott, Lisa Sedgwick, Larry & Helen Shaw, Richard & Brenda Shuttleworth, David & Donna Slater, Shirley Spratt, Glen & Shirley Stothard, Velma & Jack Sunrise Credit Union Sykes, Roberta T.J. Rice Family Foundation Inc. Taylor, Joyce The Winnipeg Foundation Thomassen, Edna Troop, Doug & Jayne Turner, Brett Twietmeyer, Shirley United Way of Brandon & District Vickar Community Chevrolet Victoria Inn Voy, Ron & Amy Wall, David & Karen Wark, Lary & Dora Webster, Kay & Bob Westman Communications Group. Westman Dental Group Westoba Credit Union Wheaton Family Foundation Wolfe, Mel & Catherine Wood, Wenda & Earl Wooley, Gwen Wray, Phyllis & Leonard Yellowlees, P. Joyce & John F. Zander, Stuart & Josina Zenith Paving Ltd. Every effort has been made to assure the accuracy of this 2014 donor list. If you notice an error or omission, please accept our apologies and let us know so that our records can be updated.
  • 12. Mailing Address: Box 22096, Brandon, MB R7A 6Y9 Location: Unit 5A 457-9th Street, Brandon, MB 204-571-0529 info@bacf.ca www.bacf.ca| | Supportingthe Communityfor 50years!1965-2015 THE FOUNDATION of my community starts with you and me - more than charity it’s the empathy i feel for the people where i live. close to home is where the heart is, where help goes farthest my foundation helps me start this people standing TALL in towns big and small, urban, rural, one and all.