The Merrifield Family Foundation
Private foundation · Kelowna, British Columbia · BN 851337659RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($1,513,474) as filed with the CRA.
The Merrifield Family Foundation is a private foundation based in Kelowna, British Columbia, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $2.3M in revenue and $1.5M in expenditures.
Compared with 1,554 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 60% of peers.
As a grantmaker, it reported gifts to 20 qualified donees totalling $1.4M in 2024, the largest being $300K to Brentwood College Foundation. Revenue has grown substantially over its filings on record here, from $1.3M in 2020 to $2.3M in 2024. Its filed list of directors and trustees shows 1 name.
In its own words
Income generated from the investment of the initial and any future gifts will be distributed to fund qualified donees.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $2.3M | $1.5M | — | — | $1.4M | $16M |
| 2023 | $2.1M | $661K | — | — | $540K | $15.2M |
| 2022 | -$2.5M | $705K | — | — | $590K | $13.8M |
| 2021 | $2.2M | $739K | — | — | $645K | $17.1M |
| 2020 | $1.3M | $513K | — | — | $424K | $15.6M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $1.4M to 20 qualified donees:
- Brentwood College Foundation$300K
- Kelowna General Hospital Foundation$190K
- Child Advocacy Centre of Kelowna Society$190K
- Kelowna General Hospital Foundation$150K
- Child Advocacy Centre of Kelowna Society$150K
- Kelowna General Hospital Foundation$100K
- Karis Support Society$85K
- Uptown Rutland Business Association$50K
- Lifted Youth and Mental Health Foundation$40K
- Power to Change Ministries$30K
- Okanagan College Foundation$20K
- Okanagan Humane Society$10K
- Mamas for Mamas$10K
- Kelowna Actors Studio Academy Foundation$10K
- British Columbia's Children's Hospital Foundation$10K
- Kelowna Ballet Society$10K
- Kelowna Gospel Mission Society$5,000
- Central Okanagan Community Foodbank Society$5,000
- British Columbia Society for the Prevention of Cruelty to Animals$5,000
- Autism Okanagan Association$1,500
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Lane Merrifield (director).
As listed on its 2024 return.
Check the source
Every figure on this page is from The Merrifield Family Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 851337659RR0001), or read how we compute the receipt.