Profiles

SurreyCares Community Foundation

Post Office Box 34089
Surrey, British Columbia V3S 8C4
Canada

Mission

Our primary mandate is to support philanthropic giving to local causes throughout Surrey, BC. We’re a registered charity, and a member of Community Foundations of Canada. We’re non-political and non-partisan. Funds established with us, or monies added to our broader needs-based Smart and Caring Community Fund, are managed by independent professional money managers under the supervision of our Board of Directors. Money earned from the invested capital is used to make grants that support a wide range of local initiatives, such as health and social services, education, arts and culture, youth programs, new immigrant services, environment, and economic development projects. Where we add value, compared to setting up and managing your own private endowment fund, is in the following areas: • lower administrative costs found by pooling many independent accounts into one large investment portfolio • detailed reporting services • annual CRA tax filing done on behalf of member fundholders • grant-making support • community knowledge • security and services provided by the Community Foundations of Canada infrastructure to which we belong • continuity and stability of support for causes even as organizations come and go • as we grow and develop, new programs (e.g. training), services, and information will be made available to member fundholders You are invited to join our occasional newsletter list for news about grant application openings, community forums, our new Vital Signs research project, and an invitation to come to our annual grant ceremony where you will discover just how much impact our grants -- both yours and ours -- have in our community. To sign up, visit our website, www.surreycares.org.

Most Meaningful Change

We rebranded to SurreyCares Community Foundation which has helped to identify who we are and what we do in the community. Our website is currently under development and will further help to define our Community Foundation and what we do. Last year we did our first Vital Signs report for Surrey which helped us to identify those areas that are most in need of funding. Goal of Vital Signs is to help in redirecting philanthropic dollars to where they are needed most in the community to make a difference. This year we are doing our 2nd Vital Signs report (to launch October 6, 2015) on TRANSITIONS to Surrey (looking at it from the perspective of youth starting out in first 5 years after leaving high school) and New Arrivals to Surrey (from another City, Province and/or Country). Entrepreneurship will also be explored in these two groups. Our specific objectives include continuing to build our board and our endowment funds so we will be able to redirect the board from a working group to more of a visionary board and put in place a working CEO or ED.

1994 Year Founded
$1,867,481 Endowment Value
$44,828 Total Annual Grantmaking

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Last Updated: 03.02.15

Top Programmatic Priorities
Population Area Served

500,000

Identifying Information
OrganizationSurreyCares Community Foundation
Address 1Post Office Box 34089
Address 2Did not answer
City / TownSurrey
State / RegionBritish Columbia
ZIP / Postal CodeV3S 8C4
CountryCanada
ContinentNorth America
Map Address (If Different)Did not answer
Map City / Town (If Different)Did not answer
Map State / Region (If Different)Did not answer
Map Zip / Postal Code (If Different)Did not answer
Map Country (If Different)Did not answer
Phone604 591.2699
Emailinfo@surreycares.org
Websitewww.surreycares.org
Organization Leader (Name, Title)Jeff Hector, Chair
Primary Contact’s NameKaren Roberts
Primary Contact’s PositionAdministrative Assistant
Foundation at a Glance
Year Founded1994
Mission StatementOur primary mandate is to support philanthropic giving to local causes throughout Surrey, BC. We’re a registered charity, and a member of Community Foundations of Canada. We’re non-political and non-partisan. Funds established with us, or monies added to our broader needs-based Smart and Caring Community Fund, are managed by independent professional money managers under the supervision of our Board of Directors. Money earned from the invested capital is used to make grants that support a wide range of local initiatives, such as health and social services, education, arts and culture, youth programs, new immigrant services, environment, and economic development projects. Where we add value, compared to setting up and managing your own private endowment fund, is in the following areas: • lower administrative costs found by pooling many independent accounts into one large investment portfolio • detailed reporting services • annual CRA tax filing done on behalf of member fundholders • grant-making support • community knowledge • security and services provided by the Community Foundations of Canada infrastructure to which we belong • continuity and stability of support for causes even as organizations come and go • as we grow and develop, new programs (e.g. training), services, and information will be made available to member fundholders You are invited to join our occasional newsletter list for news about grant application openings, community forums, our new Vital Signs research project, and an invitation to come to our annual grant ceremony where you will discover just how much impact our grants -- both yours and ours -- have in our community. To sign up, visit our website, www.surreycares.org.
Organization DescriptionCommunity Foundation
Other DescriptionDid not answer
Approximate Size of the Population Serviced500,000
Total Paid Staff (Full-Time Equivalents)1
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members7
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$224,350
Organization’s Gifts Income in Last Fiscal YearDid not answer
Organization’s Total Expenditures in Last Fiscal Year$121,927
Organization’s Grantmaking Budget in Last Fiscal Year$44,828
Does Organization Have an EndowmentYes
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$1,867,481
Change in Financial Status Over Last Three YearsA little improvement
Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization
Community leadershipPlayed a centrally important role
Philanthropic giftsPlayed a centrally important role
Grassroots activismPlayed an important role
Inadequate government servicesPlayed a slight role
Changes in the political environmentPlayed an important role
Changes in the economic environmentPlayed a centrally important role
Government initiative fundingNo role
Foundation initiative fundingPlayed an important role
Bilateral or multilateral initiative fundingNo role
Favorable legal or fiscal policiesPlayed a slight role
Time Spent Working in Following Areas
NeighborhoodFair amount of time
LocallyLots of time
RegionallyVery little time
NationallyVery little time
InternationallyNone
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationCentrally important
Seeking local donationsImportant but not central
Having a gender balance in the organizationCentrally important
Board reflective of community diversityCentrally important
Building an endowmentCentrally important
Serving donor needsCentrally important
Acting as a fiscal intermediary for the communityCentrally important
Building inclusion and trust in the communityCentrally important
Pursuing equityCentrally important
Accountability to local peopleCentrally important
Raising money for grantmaking annuallyCentrally important
Community developmentCentrally important
In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas
Arts and cultureFair amount
EducationFair amount
EnvironmentFair amount
HealthFair amount
Human and social servicesLot
Human rightsNot at all
International relationsNot at all
ReligionNot at all
Economic developmentLittle
Conflict resolution/bridging different parts of the communityLittle
Information technologyNot at all
Strengthening local or regional governmentNot at all
HousingLittle
ChildrenFair amount
WaterNot at all
Alternative energyNot at all
Disaster reliefNot at all
Advocacy with authoritiesNot at all
Job trainingFair amount
Nongrantmaking Services Offered to Community in Recent Years
Convening for issues of local concernOccasionally
Promote collaboration between granteesOften
Promote understanding of public policyNever
Training/capacity-building for local organizationsOccasionally
AdvocacyRarely
Loaned staffNever
ResearchOccasionally
Community needs assessmentOccasionally
Leadership developmentOccasionally
InternshipsRarely
Providing space for local organizationsNever
Access to information technologyNever
Publishing/knowledge sharingOccasionally
Main Trends Over the Past Year in Geographic Area Served
PovertyGetting worse
CrimeGetting much worse
Trust among different sections of the communityGetting better
Equitable distribution of resources and servicesNo change
Social position of marginalized groupsNo change
Responsiveness of authoritiesNo change
Appropriateness of public policiesNo change
Value of community assetsGetting better
Quality of the environmentNo change
Number of people and organizations working to change and improve their communityGetting better
Levels of innovation and risk taking in addressing community problemsNo change
Networks and links between different parts of the communityNo change
Gender equityGetting better
Charitable giving through the community foundationGetting better
Number of people and organizations involved in philanthropic givingGetting better
Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years
PovertyWork in the sphere but no measurable achievement
CrimeA few small achievements
Trust among different sections of the communityA few small achievements
Equitable distribution of resources and servicesWork in the sphere but no measurable achievement
Social position of marginalized groupsDo not work in this sphere
Responsiveness of authoritiesA few small achievements
Appropriateness of public policiesDo not work in this sphere
Value of community assetsA few small achievements
Quality of the environmentWork in the sphere but no measurable achievement
Number of people and organizations working to change and improve their communityA few small achievements
Levels of innovation and risk taking in addressing community problemsA few small achievements
Networks and links between different parts of the communityA few small achievements
Gender equityA few small achievements
Charitable giving through the community foundationA few small achievements
Number of people and organizations involved in philanthropic givingWork in the sphere but no measurable achievement
Active Partnerships
Formal community associations and groupsLittle
Informal associations of citizensLittle
Non-governmental organizationsLot
Local governmentLittle
National governmentLittle
UniversitiesLot
SchoolsLot
BusinessesLot
Partnerships and External Aid
Other Institutions Helpful to Our Work
National association of grantmakersVery helpful
Regional association of grantmakersVery helpful
Global Fund for Community FoundationsNeither helpful or unhelpful
Particular foundationNeither helpful or unhelpful
Other organizationDid not answer
Involvement of Local People
Regularly survey local people about our programsYes
Local people are engaged in the delivery of our workYes
Local people control what our organization doesYes
Have local people represented on our boardYes
Have regular sessions where local people advise us what our programs should doYes
Actively engage local people as volunteersYes
All of our board is composed of local peopleYes
Account to local people about our successes and failures each yearYes
Assistance in Overcoming Main Difficulties Faced in Developing Organization Further
Increased fundingVery important
Better legal or fiscal environmentVery important
More volunteersVery important
Access to advice or technical assistanceVery important
Better local culture of givingVery important
Stronger civil societyVery important
More responsive authoritiesVery important
OtherDid not answer
Most Meaningful Change
Most Meaningful Change that Organization Has Helped to Bring About in the Last Three YearsWe rebranded to SurreyCares Community Foundation which has helped to identify who we are and what we do in the community. Our website is currently under development and will further help to define our Community Foundation and what we do. Last year we did our first Vital Signs report for Surrey which helped us to identify those areas that are most in need of funding. Goal of Vital Signs is to help in redirecting philanthropic dollars to where they are needed most in the community to make a difference. This year we are doing our 2nd Vital Signs report (to launch October 6, 2015) on TRANSITIONS to Surrey (looking at it from the perspective of youth starting out in first 5 years after leaving high school) and New Arrivals to Surrey (from another City, Province and/or Country). Entrepreneurship will also be explored in these two groups. Our specific objectives include continuing to build our board and our endowment funds so we will be able to redirect the board from a working group to more of a visionary board and put in place a working CEO or ED.
 

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Identifying Information

Foundation at a Glance

Financial Information (in U.S. Dollars)

Priorities and Achievements
Factors that Played a Role in the Origins of Your Organization

Time Spent Working in Following Areas

Rate Importance of the Following Functions

In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas

Nongrantmaking Services Offered to Community in Recent Years

Main Trends Over the Past Year in Geographic Area Served

Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years

Active Partnerships

Partnerships and External Aid
Other Institutions Helpful to Our Work

Involvement of Local People

Assistance in Overcoming Main Difficulties Faced in Developing Organization Further

Most Meaningful Change

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