Community Foundation of the South Okanagan Similkameen
Public foundation · Penticton, British Columbia · BN 140150509RR0001 · Foundations · website
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($3,550,752) as filed with the CRA.
Community Foundation of the South Okanagan Similkameen is a public foundation based in Penticton, British Columbia, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $7.7M in revenue and $3.6M in expenditures.
Its funding that year was roughly 48% from donations, 12% from other charities. In 2024, 11 other registered charities reported granting it a combined $1M.
Compared with 1,554 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 99% of peers. Its highest-paid position fell in the $120,000–159,999 range. The charity reported 6 permanent full-time positions.
As a grantmaker, it reported gifts to 95 qualified donees totalling $1.3M in 2024, the largest being $454K to South Okanagan Similkameen Medical Foundation. Revenue has grown substantially over its filings on record here, from $2.5M in 2020 to $7.7M in 2024. Its filed list of directors and trustees shows 11 names.
In its own words
Solicit and receive endowment funds make grants to applicants who provide community services pay grants to designated beneficiaries receive flow through funds from donors municipal and federal government bodies and from other charities educate and inspire the public about philanthropy improve the effectiveness of qualified donees through community development efforts. Incubate and support charitable programs in partnership with others.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $7.7M | $3.6M | $1.7M | — | $2M | $52.6M |
| 2023 | $37.2M | $3M | $1.3M | $118 | $1.1M | $48.4M |
| 2022 | $985K | $2M | $731K | — | $1.1M | $14.1M |
| 2021 | $3.7M | $1.7M | $628K | — | $858K | $15.1M |
| 2020 | $2.5M | $1.3M | $529K | — | $686K | $13.2M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $1.3M to 95 qualified donees — largest 25 shown:
- South Okanagan Similkameen Medical Foundation$454K
- Makeway Charitable Society$90K
- The Canadian Alcohol Use Disorder Society$46K
- South Okanagan Women in Need Society$46K
- Desert Sun Counselling and Resource Centre Society$40K
- Community Foundation of the North Okanagan$28K
- Regional District of the Okanagan Similkameen$25K
- Corporation of the City of Penticton$23K
- OneSky Community Resources Society$22K
- Okanagan Symphony Society$20K
- Osprey Community Foundation$20K
- Penticton and Area Access Society$19K
- Penticton Recovery Resource Society$18K
- Penticton Art Gallery Society$18K
- Summerland Food Bank & Resource Centre$16K
- Golden and District Community Foundation$16K
- South Okanagan Loss Society$15K
- Okanagan College Foundation$15K
- Shuswap Community Foundation$15K
- The Prince George Community Foundation$15K
- Oasis United Church$15K
- Campbell River Community Foundation$15K
- B.C. Interior Community Foundation$15K
- Princeton & District Community Services Society$15K
- Penticton Community Soupateria Society$14K
Received $1M from 11 charities:
- Community Foundations of Canada$547K
- Vancouver Foundation$468K
- H W Siebens Charitable Foundation$11K
- H W Siebens Charitable Foundation$5,000
- Doane Grant Thornton Foundation$3,500
- The Connor Clark & Lunn Foundation$3,000
- H W Siebens Charitable Foundation$1,000
- Canadahelps Canadon$564
- The Community Foundation of Newfoundland and Labrador$500
- Our Redeemer Lutheran Church of Penticton B.C.$356
- Carthy Foundation$200
As reported on the donors’ own T3010 qualified-donee schedules.
What it pays
Its ten highest-paid positions, by band:
- $120,000–159,9991 position
- $80,000–119,9991 position
- $40,000–79,9994 positions
- Permanent full-time positions6
- Total compensation, all staff$478K
Schedule 3 of its 2024 return. The CRA discloses bands, not names or exact salaries.
Directors & trustees (2024)
Maimie De Silva (director); Robin Robertson (president); Colette Stoof (treasurer); Suzanne Tining (director); Derek Badger (director); Melisa Edgerly (director); Wayne Heal (director); Leighton McCarthy (director); Heather Allen (director); Nicholas Vincent (director); Veronica Vinge (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from Community Foundation of the South Okanagan Similkameen’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 140150509RR0001), or read how we compute the receipt.