Happy Roots Foundation
Private foundation · Ottawa, Ontario · BN 710172289RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($847,044) as filed with the CRA.
Happy Roots Foundation is a private foundation based in Ottawa, Ontario, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $1.3M in revenue and $847K in expenditures.
Compared with 1,554 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 76% of peers.
As a grantmaker, it reported gifts to 7 qualified donees totalling $817K in 2024, the largest being $350K to Playful Mindset. Its filed list of directors and trustees shows 3 names.
In its own words
Supporting canadian registered charities that operate health and education programs aimed at promoting mental health and wellness in children.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $1.3M | $847K | — | — | $817K | $8.5M |
| 2023 | $809K | $758K | — | — | $643K | $8.2M |
| 2022 | -$793K | $627K | — | — | $505K | $8.1M |
| 2021 | $400K | $518K | — | — | $405K | $9.5M |
| 2020 | -$305K | $365K | — | — | $219K | $9.7M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Private foundation — endowment and payout, December 31, 2024
- Other income$1,019,411
- Investment income$122,295
This ratio is gifts made divided by total assets at year end. It is not the CRA disbursement quota, which is calculated on the average value of property not used in charitable activities and cannot be derived from these filings.
Money between charities, 2024
Granted $817K to 7 qualified donees:
- Playful Mindset$350K
- South-East Ottawa Community Services$200K
- Connectwell Community Health$150K
- Family Services a la Famille Ottawa$75K
- Big Brothers Big Sisters Ottawa / Grandes Freres Grands Soeurs d'Ottawa$25K
- Forward Global Philanthropy Society$12K
- The Ottawa Hospital Foundation/la Fondation de l'Hopital d'Ottawa$5,000
As reported on the donors’ own T3010 qualified-donee schedules.
What it pays
- Total compensation, all staff$46K
Schedule 3 of its 2024 return. The CRA discloses bands, not names or exact salaries.
Directors & trustees (2024)
Linsey Sherman-Zekulin (chair); Scott Sherman (vice-chair); Mark Zekulin (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from Happy Roots Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 710172289RR0001), or read how we compute the receipt.