Charity BreakdownCanadian charity filings, itemized

The Lady Emily Tait Memorial Fund

Private foundation · Montreal, Quebec · BN 119241362RR0001 · Foundations

Every $100 spentThe Lady Emily Tait Memorial FundFiscal year ended July 31, 2024
Gifts to other charities$61
Management & admin$39
TOTAL$100
Registered

Source: T3010 return, FPE 2024-07-31. Split of total expenditures ($75,828) as filed with the CRA.

The Lady Emily Tait Memorial Fund is a private foundation based in Montreal, Quebec, classified by the CRA under foundations. In its fiscal year ending July 31, 2024, it reported $64K in revenue and $76K in expenditures. Spending exceeded revenue that year — the gap came out of reserves.

Compared with 3,025 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 15% of peers.

As a grantmaker, it reported gifts to 3 qualified donees totalling $46K in 2024, the largest being $23K to Fondation Habilitas Habilitas Foundation. Its filed list of directors and trustees shows 1 name.

In its own words

To pay the annual net income of the fund divided equally to 1) habilitas fo undation (montreal association for the blind) 2) montreal children's hospital foundation 3) lindsay rehabilitation hospital (rea fondation) 4) habilitas fondation (mackay centre for deaf and crippled child)

Ongoing-program description from its T3010 filing, verbatim.

The ledger, 20202024

YearRevenueSpendingProgramsFundraisingGifts outNet assets
2024$64K$76K$46K$1.1M
2023$59K$62K$36K$1.1M
2022$79K$67K$36K$1.1M
2021$51K$75K$44K$1.1M
2020$51K$74K$43K$1.2M

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

Private foundation — endowment and payout, July 31, 2024

Held at year end$1.1M$1,127,281 in total assets
Given away$46Kto 3 charities
That is4.1%of what it holds
Where the money came from
  • Investment income$50,576

This ratio is gifts made divided by total assets at year end. It is not the CRA disbursement quota, which is calculated on the average value of property not used in charitable activities and cannot be derived from these filings.

Money between charities, 2024

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

Directors & trustees (2024)

Canada Trust (trustee).

As listed on its 2024 return.

Check the source

Every figure on this page is from The Lady Emily Tait Memorial Fund’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119241362RR0001), or read how we compute the receipt.