Summerland Rotary Charitable Trust Fund
Charitable organization · Summerland, British Columbia · BN 119205367RR0001 · Foundations · website
Source: T3010 return, FPE 2024-06-30. Split of total expenditures ($142,572) as filed with the CRA.
Summerland Rotary Charitable Trust Fund is a charitable organization based in Summerland, British Columbia, classified by the CRA under foundations. In its fiscal year ending June 30, 2024, it reported $190K in revenue and $143K in expenditures.
Its funding that year was roughly 21% from donations, 7% from other charities. In 2024, 3 other registered charities reported granting it a combined $28K.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 11% of peers. Its fundraising cost per donated dollar was higher than 86% of that peer group.
It reported gifts to 5 qualified donees totalling $56K in 2024, the largest being $23K to The Corporation of the District of Summerland. Revenue has grown substantially over its filings on record here, from $93K in 2020 to $190K in 2024.
In its own words
Summerland rotary supports youth seniors and improvements in our community as well as partnering each year with the rotary international for an international project.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $190K | $143K | — | $58K | $74K | $59K |
| 2023 | $235K | $235K | — | — | $158K | $72K |
| 2022 | $102K | $89K | $35K | $31K | $7,000 | $138K |
| 2021 | $61K | $45K | $28K | — | — | $22K |
| 2020 | $93K | $170K | $99K | $8,804 | $46K | $38K |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $56K to 5 qualified donees:
- The Corporation of the District of Summerland$23K
- Summerland Secondary School$12K
- South Okanagan Similkameen Medical Foundation$11K
- Colorectal Cancer Canada / Cancer Colorectal Canada$8,000
- The Rotary Foundation (canada)$2,200
Received $28K from 3 charities:
As reported on the donors’ own T3010 qualified-donee schedules.
Check the source
Every figure on this page is from Summerland Rotary Charitable Trust Fund’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119205367RR0001), or read how we compute the receipt.