The Kenneth Woods Portofolio Management Foundation - John Molson School of Business (Concordia University)
Charitable organization · Montreal, Quebec · BN 867703175RR0001 · Foundations Advancing Education
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($270,010) as filed with the CRA.
The Kenneth Woods Portofolio Management Foundation - John Molson School of Business (Concordia University) is a charitable organization based in Montreal, Quebec, classified by the CRA under foundations advancing education. In its fiscal year ending December 31, 2024, it reported $1.1M in revenue and $270K in expenditures.
Its funding that year was roughly 15% from other charities.
Compared with 632 education charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 5% of peers. Its reserves, measured in years of spending on hand, sat in the top decile of the group.
It reported gifts to 1 qualified donee totalling $112K in 2024, the largest being $112K to Concordia University-Universite Concordia. Revenue has grown substantially over its filings on record here, from $409K in 2020 to $1.1M in 2024. Its filed list of directors and trustees shows 5 names.
In its own words
To provide financial support investment resources assistance in training for students at concordia university in the kenneth woods portfolio management program and the calvin potter fellowship program as well as to provide financial support for the academic and capital endeavors with the john molson school of business at concordia university
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $1.1M | $270K | — | — | $112K | $6.2M |
| 2023 | $658K | $238K | — | — | $86K | $5.4M |
| 2022 | $1.2M | $150K | — | — | $7,691 | $5M |
| 2021 | $758K | $131K | — | — | $7,262 | $3.9M |
| 2020 | $409K | $135K | — | — | $6,150 | $3.3M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $112K to 1 qualified donee:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Paul Chesser (secretary); Kenneth Woods (chair); Anne Whitelaw (director); Anne-Marie Croteau (director); Sukyong Yang (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from The Kenneth Woods Portofolio Management Foundation - John Molson School of Business (Concordia University)’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 867703175RR0001), or read how we compute the receipt.