Trust Under the Will of Donald S McPhee Forestry Scholarship Fund
Private foundation · Kelowna, British Columbia · BN 119272219RR0001 · Foundations Advancing Education
Source: T3010 return, FPE 2024-04-30. Split of total expenditures ($38,454) as filed with the CRA.
Trust Under the Will of Donald S McPhee Forestry Scholarship Fund is a private foundation based in Kelowna, British Columbia, classified by the CRA under foundations advancing education. In its fiscal year ending April 30, 2024, it reported $43K in revenue and $38K in expenditures.
Compared with 3,624 education charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 16% of peers.
As a grantmaker, it reported gifts to 1 qualified donee totalling $21K in 2024, the largest being $21K to The University of British Columbia. Its filed list of directors and trustees shows 1 name.
In its own words
To provide funds to university of bc to be used for scholarships for students in the department of forestry
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $43K | $38K | — | — | $21K | $711K |
| 2023 | $58K | $39K | — | — | $22K | $706K |
| 2022 | $46K | $40K | — | — | $22K | $688K |
| 2021 | $29K | $39K | — | — | $22K | $682K |
| 2020 | $31K | $38K | — | — | $21K | $692K |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Private foundation — endowment and payout, April 30, 2024
- Investment income$30,298
- Other income$409
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
Granted $21K to 1 qualified donee:
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 Trust Under the Will of Donald S McPhee Forestry Scholarship Fund’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 119272219RR0001), or read how we compute the receipt.