Profiles

Central Okanagan Foundation

225-1889 Springfield Road
Kelowna, British Columbia V1Y 5V5
Canada

Mission

To provide an ongoing contribution to the quality of life in our community through the stewardship of entrusted funds, broad and effective grantmaking and community leadership

Most Meaningful Change

In 2012, the foundation assumed the important position as the local Community Entity that supports the Community Advisory Board on Homelessness and is responsible for managing the Homelessness Partnering Strategy funds under the Government of Canada.

1977 Year Founded
$17,500,000 Endowment Value
$730,000 Total Annual Grantmaking

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Last Updated: 09.19.14

Population Area Served

185,000

Identifying Information
OrganizationCentral Okanagan Foundation
Address 1225-1889 Springfield Road
Address 2Did not answer
City / TownKelowna
State / RegionBritish Columbia
ZIP / Postal CodeV1Y 5V5
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
Phone250-861-6160
Emailbruce@centralokanaganfoundation.org
Websitewww.CentralOkanaganFoundation.org
Organization Leader (Name, Title)Bruce Davies, Executive Director
Primary Contact’s NameBruce Davies
Primary Contact’s PositionExecutive Director
Foundation at a Glance
Year Founded1977
Mission StatementTo provide an ongoing contribution to the quality of life in our community through the stewardship of entrusted funds, broad and effective grantmaking and community leadership
Organization DescriptionCommunity Foundation
Other DescriptionDid not answer
Approximate Size of the Population Serviced185,000
Total Paid Staff (Full-Time Equivalents)5
Total Unpaid Staff (Full-Time Equivalents)Did not answer
Total Board Members11
Financial Information (in U.S. Dollars)
Organization’s Total Income in Last Fiscal Year$3,000,000
Organization’s Gifts Income in Last Fiscal YearDid not answer
Organization’s Total Expenditures in Last Fiscal Year$465,000
Organization’s Grantmaking Budget in Last Fiscal Year$730,000
Does Organization Have an EndowmentYes
Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year$17,500,000
Change in Financial Status Over Last Three YearsSignificant 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 an important role
Changes in the political environmentPlayed an important role
Changes in the economic environmentPlayed an important role
Government initiative fundingPlayed a slight role
Foundation initiative fundingPlayed a slight role
Bilateral or multilateral initiative fundingPlayed a slight role
Favorable legal or fiscal policiesPlayed a slight role
Time Spent Working in Following Areas
NeighborhoodLots of time
LocallyLots of time
RegionallyFair amount of time
NationallyVery little time
InternationallyNone
Rate Importance of the Following Functions
GrantmakingCentrally important
Having local people as leaders in the organizationCentrally important
Seeking local donationsCentrally important
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 communitySlightly 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 cultureLot
EducationLot
EnvironmentFair amount
HealthLot
Human and social servicesLot
Human rightsNot at all
International relationsNot at all
ReligionNot at all
Economic developmentFair amount
Conflict resolution/bridging different parts of the communityLittle
Information technologyLittle
Strengthening local or regional governmentLittle
HousingLot
ChildrenLot
WaterNot at all
Alternative energyNot at all
Disaster reliefNot at all
Advocacy with authoritiesNot at all
Job trainingNot at all
Nongrantmaking Services Offered to Community in Recent Years
Convening for issues of local concernOften
Promote collaboration between granteesOften
Promote understanding of public policyRarely
Training/capacity-building for local organizationsOften
AdvocacyRarely
Loaned staffRarely
ResearchOften
Community needs assessmentOften
Leadership developmentOften
InternshipsRarely
Providing space for local organizationsOccasionally
Access to information technologyRarely
Publishing/knowledge sharingOften
Main Trends Over the Past Year in Geographic Area Served
PovertyNo change
CrimeGetting better
Trust among different sections of the communityNo change
Equitable distribution of resources and servicesNo change
Social position of marginalized groupsNo change
Responsiveness of authoritiesGetting better
Appropriateness of public policiesNo change
Value of community assetsNo change
Quality of the environmentGetting better
Number of people and organizations working to change and improve their communityGetting better
Levels of innovation and risk taking in addressing community problemsGetting better
Networks and links between different parts of the communityGetting better
Gender equityNo change
Charitable giving through the community foundationGetting much 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
PovertyA few small achievements
CrimeDo not work in this sphere
Trust among different sections of the communityA few small achievements
Equitable distribution of resources and servicesA few small achievements
Social position of marginalized groupsA few small achievements
Responsiveness of authoritiesA few small achievements
Appropriateness of public policiesDo not work in this sphere
Value of community assetsSome important achievements
Quality of the environmentSome important achievements
Number of people and organizations working to change and improve their communitySome important achievements
Levels of innovation and risk taking in addressing community problemsSome important achievements
Networks and links between different parts of the communitySome important achievements
Gender equityWork in the sphere but no measurable achievement
Charitable giving through the community foundationMuch achievement
Number of people and organizations involved in philanthropic givingMuch achievement
Active Partnerships
Formal community associations and groupsLittle
Informal associations of citizensLittle
Non-governmental organizationsLittle
Local governmentLittle
National governmentLittle
UniversitiesLittle
SchoolsLittle
BusinessesLittle
Partnerships and External Aid
Other Institutions Helpful to Our Work
National association of grantmakersHelpful
Regional association of grantmakersNeither helpful or unhelpful
Global Fund for Community FoundationsN/A
Particular foundationVery helpful
Other organizationVery helpful
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 environmentImportant
More volunteersNeither important nor unimportant
Access to advice or technical assistanceImportant
Better local culture of givingImportant
Stronger civil societyImportant
More responsive authoritiesVery important
OtherDid not answer
Most Meaningful Change
Most Meaningful Change that Organization Has Helped to Bring About in the Last Three YearsIn 2012, the foundation assumed the important position as the local Community Entity that supports the Community Advisory Board on Homelessness and is responsible for managing the Homelessness Partnering Strategy funds under the Government of Canada.
 

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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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