The Bernie and Jan McCaffery Foundation
Private foundation · Elbow River, Alberta · BN 839603305RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($139,204) as filed with the CRA.
The Bernie and Jan McCaffery Foundation is a private foundation based in Elbow River, Alberta, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $325K in revenue and $139K in expenditures.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 8% of peers.
As a grantmaker, it reported gifts to 7 qualified donees totalling $50K in 2024, the largest being $25K to United Way of Calgary and Area. Revenue has grown substantially over its filings on record here, from $88K in 2020 to $325K in 2024. Its filed list of directors and trustees shows 2 names.
In its own words
The foundation is established to receive maintain manage and invest funds and to apply such funds and the income earned therefrom to charitable organizations.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $325K | $139K | $8,758 | — | $50K | $1.9M |
| 2023 | $13K | -$42K | $7,694 | — | $66K | $1.7M |
| 2022 | -$65K | $122K | $8,048 | — | $41K | $1.7M |
| 2021 | $61K | $46K | $7,945 | — | $64K | $1.9M |
| 2020 | $88K | $92K | $6,504 | — | $65K | $1.8M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $50K to 7 qualified donees:
- United Way of Calgary and Area$25K
- Renfrew Educational Services Society$12K
- Angels for Mexico Society Calgary$7,050
- Faith Food Bank Society$2,000
- Brandon Flock Foundation$2,000
- Little Warriors$1,000
- Palliative Care Society of the Bow Valley$1,000
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Bernard McCaffery (director); Jan McCaffery (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from The Bernie and Jan McCaffery Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 839603305RR0001), or read how we compute the receipt.