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
5 Paid Staff (Full-Time Equivalent)
$17,500,000 Endowment Value
$730,000 Total Annual Grantmaking
Organization | Central Okanagan Foundation |
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Address 1 | 225-1889 Springfield Road |
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Address 2 | Did not answer |
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City / Town | Kelowna |
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State / Region | British Columbia |
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ZIP / Postal Code | V1Y 5V5 |
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Country | Canada |
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Continent | North America |
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Map Address (If Different) | Did not answer |
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Map City / Town (If Different) | Did not answer |
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Map State / Region (If Different) | Did not answer |
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Map Zip / Postal Code (If Different) | Did not answer |
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Map Country (If Different) | Did not answer |
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Phone | 250-861-6160 |
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Email | bruce@centralokanaganfoundation.org |
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Website | www.CentralOkanaganFoundation.org |
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Organization Leader (Name, Title) | Bruce Davies, Executive Director |
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Primary Contact’s Name | Bruce Davies |
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Primary Contact’s Position | Executive Director |
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Year Founded | 1977 |
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Mission Statement | 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 |
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Organization Description | Community Foundation |
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Other Description | Did not answer |
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Approximate Size of the Population Serviced | 185,000 |
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Total Paid Staff (Full-Time Equivalents) | 5 |
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Total Unpaid Staff (Full-Time Equivalents) | Did not answer |
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Total Board Members | 11 |
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Organization’s Total Income in Last Fiscal Year | $3,000,000 |
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Organization’s Gifts Income in Last Fiscal Year | Did not answer |
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Organization’s Total Expenditures in Last Fiscal Year | $465,000 |
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Organization’s Grantmaking Budget in Last Fiscal Year | $730,000 |
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Does Organization Have an Endowment | Yes |
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Value of Endowment (or Financial Reserves) as of the End of Last Fiscal Year | $17,500,000 |
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Change in Financial Status Over Last Three Years | Significant improvement |
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Factors that Played a Role in the Origins of Your Organization |
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Community leadership | Played a centrally important role |
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Philanthropic gifts | Played a centrally important role |
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Grassroots activism | Played an important role |
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Inadequate government services | Played an important role |
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Changes in the political environment | Played an important role |
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Changes in the economic environment | Played an important role |
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Government initiative funding | Played a slight role |
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Foundation initiative funding | Played a slight role |
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Bilateral or multilateral initiative funding | Played a slight role |
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Favorable legal or fiscal policies | Played a slight role |
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Time Spent Working in Following Areas |
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Neighborhood | Lots of time |
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Locally | Lots of time |
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Regionally | Fair amount of time |
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Nationally | Very little time |
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Internationally | None |
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Rate Importance of the Following Functions |
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Grantmaking | Centrally important |
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Having local people as leaders in the organization | Centrally important |
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Seeking local donations | Centrally important |
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Having a gender balance in the organization | Centrally important |
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Board reflective of community diversity | Centrally important |
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Building an endowment | Centrally important |
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Serving donor needs | Centrally important |
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Acting as a fiscal intermediary for the community | Slightly important |
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Building inclusion and trust in the community | Centrally important |
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Pursuing equity | Centrally important |
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Accountability to local people | Centrally important |
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Raising money for grantmaking annually | Centrally important |
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Community development | Centrally important |
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In the Last Year, Extent to Which Programming and/or Grantmaking Involved Work in the Following Areas |
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Arts and culture | Lot |
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Education | Lot |
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Environment | Fair amount |
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Health | Lot |
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Human and social services | Lot |
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Human rights | Not at all |
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International relations | Not at all |
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Religion | Not at all |
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Economic development | Fair amount |
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Conflict resolution/bridging different parts of the community | Little |
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Information technology | Little |
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Strengthening local or regional government | Little |
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Housing | Lot |
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Children | Lot |
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Water | Not at all |
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Alternative energy | Not at all |
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Disaster relief | Not at all |
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Advocacy with authorities | Not at all |
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Job training | Not at all |
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Nongrantmaking Services Offered to Community in Recent Years |
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Convening for issues of local concern | Often |
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Promote collaboration between grantees | Often |
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Promote understanding of public policy | Rarely |
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Training/capacity-building for local organizations | Often |
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Advocacy | Rarely |
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Loaned staff | Rarely |
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Research | Often |
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Community needs assessment | Often |
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Leadership development | Often |
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Internships | Rarely |
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Providing space for local organizations | Occasionally |
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Access to information technology | Rarely |
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Publishing/knowledge sharing | Often |
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Main Trends Over the Past Year in Geographic Area Served |
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Poverty | No change |
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Crime | Getting better |
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Trust among different sections of the community | No change |
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Equitable distribution of resources and services | No change |
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Social position of marginalized groups | No change |
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Responsiveness of authorities | Getting better |
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Appropriateness of public policies | No change |
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Value of community assets | No change |
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Quality of the environment | Getting better |
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Number of people and organizations working to change and improve their community | Getting better |
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Levels of innovation and risk taking in addressing community problems | Getting better |
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Networks and links between different parts of the community | Getting better |
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Gender equity | No change |
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Charitable giving through the community foundation | Getting much better |
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Number of people and organizations involved in philanthropic giving | Getting better |
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Extent to Which Organization Can Claim Tangible and Measurable Achievements in the Past Three Years |
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Poverty | A few small achievements |
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Crime | Do not work in this sphere |
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Trust among different sections of the community | A few small achievements |
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Equitable distribution of resources and services | A few small achievements |
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Social position of marginalized groups | A few small achievements |
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Responsiveness of authorities | A few small achievements |
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Appropriateness of public policies | Do not work in this sphere |
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Value of community assets | Some important achievements |
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Quality of the environment | Some important achievements |
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Number of people and organizations working to change and improve their community | Some important achievements |
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Levels of innovation and risk taking in addressing community problems | Some important achievements |
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Networks and links between different parts of the community | Some important achievements |
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Gender equity | Work in the sphere but no measurable achievement |
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Charitable giving through the community foundation | Much achievement |
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Number of people and organizations involved in philanthropic giving | Much achievement |
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Active Partnerships |
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Formal community associations and groups | Little |
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Informal associations of citizens | Little |
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Non-governmental organizations | Little |
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Local government | Little |
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National government | Little |
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Universities | Little |
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Schools | Little |
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Businesses | Little |
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Other Institutions Helpful to Our Work |
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National association of grantmakers | Helpful |
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Regional association of grantmakers | Neither helpful or unhelpful |
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Global Fund for Community Foundations | N/A |
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Particular foundation | Very helpful |
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Other organization | Very helpful |
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Involvement of Local People |
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Regularly survey local people about our programs | Yes |
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Local people are engaged in the delivery of our work | Yes |
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Local people control what our organization does | Yes |
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Have local people represented on our board | Yes |
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Have regular sessions where local people advise us what our programs should do | Yes |
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Actively engage local people as volunteers | Yes |
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All of our board is composed of local people | Yes |
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Account to local people about our successes and failures each year | Yes |
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Assistance in Overcoming Main Difficulties Faced in Developing Organization Further |
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Increased funding | Very important |
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Better legal or fiscal environment | Important |
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More volunteers | Neither important nor unimportant |
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Access to advice or technical assistance | Important |
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Better local culture of giving | Important |
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Stronger civil society | Important |
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More responsive authorities | Very important |
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Other | Did not answer |
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Most Meaningful Change that Organization Has Helped to Bring About in the Last Three Years | 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. |
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