Rotary Club of Kelowna Foundation
Public foundation · Kelowna, British Columbia · BN 889164190RR0001 · Foundations · website
Source: T3010 return, FPE 2024-06-30. Split of total expenditures ($246,115) as filed with the CRA.
Rotary Club of Kelowna Foundation is a public foundation based in Kelowna, British Columbia, classified by the CRA under foundations. In its fiscal year ending June 30, 2024, it reported $253K in revenue and $246K in expenditures.
Its funding that year was roughly 28% from donations, 8% from other charities. In 2024, 7 other registered charities reported granting it a combined $65K.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 49% of peers.
As a grantmaker, it reported gifts to 20 qualified donees totalling $211K in 2024, the largest being $60K to National Society of Hope. Its filed list of directors and trustees shows 6 names.
In its own words
Provide a vehicle for rotarians and friends to invest donations that directly support causes within the community that aim at improving the quality of life in the okanagan. Donor initiatives such as educaiton scholarships and bursaries literacy programs and youth leadership development health and community improvement support organizations that help the less fortunate as the food bank and salvation army.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $253K | $246K | $2,921 | — | $211K | $2.1M |
| 2023 | $234K | $252K | $1,508 | — | $222K | $2M |
| 2022 | $597K | $157K | — | — | $125K | $2M |
| 2021 | $165K | $106K | $1,846 | — | $80K | $1.9M |
| 2020 | $183K | $159K | $1,734 | — | $134K | $1.6M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Public foundation — endowment and payout, June 30, 2024
- Investment income$160,476
- Receipted donations$71,375
- From other charities$20,390
- Other gifts$625
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 $211K to 20 qualified donees:
- National Society of Hope$60K
- Freedoms Door (resurrection Recovery Resource Society)$50K
- Okanagan College Foundation$15K
- The University of British Columbia$12K
- Seniors Services Society of BC$10K
- C.o.a.c.h. Central Okanagan Association for Cardiac Health$10K
- Central Okanagan Foundation$9,368
- Central Okanagan Performing Arts Festival Society$6,000
- School District#23 Gateway$6,000
- Helping Out People Exploited Society$6,000
- The Salvation Army Okanagan Central Community Church$5,050
- Loaves and Fishes Community Food Bank Society$3,889
- Central Okanagan Community Foodbank Society$3,687
- Project Literacy Central Okanagan Society$3,500
- Union Gospel Mission$2,853
- Third Space Charity$2,500
- Comox Valley Food Bank Society$1,863
- Greater Vancouver Food Bank Society$1,619
- Kamloops Food Bank Society$1,233
- Central Okanagan Community Foodbank Society$588
Received $65K from 7 charities:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Roy Sommerey (director); Cey Chuck (vice president); Sheldon Paulger (director); Mark Rogers (treasurer); Hugh McLellan (secretary); Colleen Lees (d).
As listed on its 2024 return.
Check the source
Every figure on this page is from Rotary Club of Kelowna Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 889164190RR0001), or read how we compute the receipt.