Southampton Rotary Club Charitable Trust
Charitable organization · Southampton, Ontario · BN 119156883RR0001 · Foundations · website
Source: T3010 return, FPE 2024-06-30. Split of total expenditures ($246,863) as filed with the CRA.
Southampton Rotary Club Charitable Trust is a charitable organization based in Southampton, Ontario, classified by the CRA under foundations. In its fiscal year ending June 30, 2024, it reported $233K in revenue and $247K in expenditures.
Its funding that year was roughly 44% from donations, 10% from other charities. In 2024, 4 other registered charities reported granting it a combined $52K.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 27% of peers.
It reported gifts to 19 qualified donees totalling $159K in 2024, the largest being $78K to Bluewater District School Board. Revenue has grown substantially over its filings on record here, from $133K in 2020 to $233K in 2024. Its filed list of directors and trustees shows 7 names.
In its own words
Elementary & secondary school scholarships food banks women's shelters shred n go waste paper collection operation eyesight shelter box elementary school dictionaries winterama golf tournament dinner auction bbqs handup project rotary foundation & polio eradication donations high school age students leadership programs
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $233K | $247K | $5,883 | $39K | $174K | $109K |
| 2023 | $169K | $162K | $28K | $36K | $87K | $123K |
| 2022 | $136K | $124K | $20K | $30K | $56K | $114K |
| 2021 | $112K | $97K | $36K | $17K | $45K | $102K |
| 2020 | $133K | $135K | $45K | $27K | $63K | $87K |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $159K to 19 qualified donees:
- Bluewater District School Board$78K
- The Governing Council of the Salvation Army in Canada/conseil de Direction de l'Armée du Salut du Canada$34K
- Town of Saugeen Shores$15K
- Saugeen First Nation$10K
- The Rotary Foundation (Canada)$6,080
- Shelterbox Canada$3,250
- Rotary Club of Owen Sound Charitable Trust$2,000
- Operation Eyesight Canada$1,750
- Friends of Macgregor Point Provincial Park$1,500
- The Rotary Club of Stratford Charitable Foundation$1,250
- Bruce-Grey Catholic District School Board Charitable Trust$1,200
- YMCA of Owen Sound Grey Bruce$935
- Women's House Serving Bruce & Grey$650
- Rotary Club of London-Rotary Youth Learning$517
- The Rotary Club of Port Elgin Ontario$500
- Women & Youth Crisis Centre Grey Bruce$500
- Ottawa Rotary Club Children's Foundation$469
- United Way of Bruce Grey$450
- Home and Community Support Services of Grey-Bruce$303
Received $52K from 4 charities:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
David Bertrand (president); Anthony Sheard (president elect/director); Kenneth Harlock (treasurer); Robert Hughes (secretary); Sylvia Sheard (director); Mary Ellen Harrigan (director); Catherine Janveau (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from Southampton Rotary Club Charitable Trust’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119156883RR0001), or read how we compute the receipt.