ATB Investor Services Foundation
Public foundation · Calgary, Alberta · BN 812566370RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($6,928,630) as filed with the CRA.
ATB Investor Services Foundation is a public foundation based in Calgary, Alberta, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $26.2M in revenue and $6.9M in expenditures.
Its funding that year was roughly 92% from donations. In 2024, 1 other registered charity reported granting it a combined $488K.
Compared with 380 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 73% of peers.
As a grantmaker, it reported gifts to 174 qualified donees totalling $6.6M in 2024, the largest being $4M to Red Deer Polytechnic. Revenue has grown substantially over its filings on record here, from $1.4M in 2020 to $26.2M in 2024. Its filed list of directors and trustees shows 3 names.
In its own words
The charity contributes to certain registered charities based on elgibility criteria.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $26.2M | $6.9M | — | — | $6.6M | $40.9M |
| 2023 | $13.9M | $1.8M | — | — | $1.7M | $21.6M |
| 2022 | $3.1M | $3.3M | — | — | $3.2M | $9.6M |
| 2021 | $4.9M | $1.4M | — | — | $1.3M | $9.8M |
| 2020 | $1.4M | $1.1M | — | — | $978K | $6.3M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $6.6M to 174 qualified donees — largest 25 shown:
- Red Deer Polytechnic$4M
- Central Alberta Child Advocacy Centre Ltd.$400K
- Hospice Calgary Society$333K
- The Westerner Exposition Association$300K
- The Westerner Exposition Association$100K
- The Central Alberta Women's Emergency Shelter Society$100K
- Central Alberta Child Advocacy Centre Ltd.$100K
- Hope4MVCKids Society$91K
- Canadian Baptist Ministries$58K
- Sturgeon Community Hospital and Health Centre Foundation$50K
- The Royal Alexandra Hospital Foundation$50K
- The Edge School Foundation$34K
- All Saints Roman Catholic Parish$32K
- Olds College$30K
- Foothills Country Hospice Society$30K
- Aga Khan Foundation Canada$30K
- Stollery Children's Hospital Foundation$30K
- St. Albert Community Village and Food Bank Society$25K
- Northern Lights Regional Health Foundation$25K
- The Nature Conservancy of Canada$25K
- Greater Vancouver Youth for Christ$25K
- First Presbyterian Church$25K
- McKillop United Church$24K
- Calgary Jewish Federation$22K
- The Jessica Martel Memorial Foundation$20K
Received $488K from 1 charity:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Cidel Trust Company (trustee); Michelle Seymour (trustee); Philip Renaud (trustee).
As listed on its 2024 return.
Check the source
Every figure on this page is from ATB Investor Services Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 812566370RR0001), or read how we compute the receipt.