Charity BreakdownCanadian charity filings, itemized

The David and Patricia Morton Family Foundation

Private foundation · Peterborough, Ontario · BN 835565920RR0001 · Foundations

Your $100, itemizedThe David and Patricia Morton Family FoundationFiscal year ended December 31, 2024
Gifts to other charities$98
Management & admin$2
TOTAL$100
Registered

Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($283,878) as filed with the CRA.

The David and Patricia Morton Family Foundation is a private foundation based in Peterborough, Ontario, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $157K in revenue and $284K in expenditures. Spending exceeded revenue that year — the gap came out of reserves.

Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 77% of peers.

As a grantmaker, it reported gifts to 11 qualified donees totalling $278K in 2024, the largest being $50K to YWCA Peterborough Haliburton. Revenue has grown substantially over its filings on record here, from $54K in 2020 to $157K in 2024. Its filed list of directors and trustees shows 2 names.

In its own words

Ongoing progarm: to relieve poverty in canada and developing nations by providing food shelter medical assistance and other basic supplies and services to persons in need; to develop or promote public health in developing nations by educating and instructing the public on prevention for health problems and curative measures. To provide medical supplies and services financial assistance and opportunties to persons in need.

Ongoing-program description from its T3010 filing, verbatim.

The ledger, 20202024

YearRevenueSpendingProgramsFundraisingGifts outNet assets
2024$157K$284K$278K$279K
2023-$191K$327K$320K$406K
2022$80K$251K$238K$924K
2021$31K$218K$201K$1.1M
2020$54K$326K$310K$1.3M

Revenue printed in red where the year ran a deficit. Fiscal years by period end.

Money between charities, 2024

As reported on the donors’ own T3010 qualified-donee schedules.

Directors & trustees (2024)

David Morton (trustee); Patricia Morton (trustee).

As listed on its 2024 return.

Check the source

Every figure on this page is from The David and Patricia Morton Family Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 835565920RR0001), or read how we compute the receipt.