COMMUNITY FOUNDATION OF THE SOUTH OKANAGAN SIMILKAMEEN
Public foundationFoundations·101 - 246 MARTIN ST · PENTICTON, BC · V2A 5K3·BN 140150509RR0001·website ↗
Last reported: F2024 filing · period ending 2024-12-31
Disbursed to charities T1
50%
of spending, to other registered charities
Operating overhead T1
12%
typical range 5–35%
Reserves T1
30.6 yr
of program spending, in cash and investments
Revenue T1
$7.7M
not reviewed by an analyst (Charity Intelligence)
— means the filing doesn't include the lines needed; details and sources below.·How to read these figures
This is a foundation: it mostly grants money to other charities, so program-spending ratios are the wrong lens. We show the share of spending disbursed to qualified donees instead.
This filing's expense lines don't reconcile: program spending (line 5000) plus overhead (5010 + 5020) adds up to more than total spending (4950). Cents-to-cause and overhead can't both be right, and the filing doesn't say which — so this charity is left out of ranked search results for this filing year. We show both figures exactly as filed; read them together with this in mind, or check the public record ↗.
Common questions
How do I donate to Community Foundation of the South Okanagan Similkameen?
You can search for it on CanadaHelps or give directly through its own website. Charity Compass never handles your money — we only link out to where you can give.
Is Community Foundation of the South Okanagan Similkameen a registered charity?
Per CRA records, it filed a F2024 T3010 return under charity number 140150509RR0001. Registration status can change, so check the CRA charities listing for its current status. Only a currently registered charity can issue an official donation receipt.
Where is Community Foundation of the South Okanagan Similkameen located?
Per its F2024 T3010, its address on file is 101 - 246 MARTIN ST, PENTICTON, BC, V2A 5K3. Source.
What does Community Foundation of the South Okanagan Similkameen do?
In its own words, from its F2024 T3010 filing: "SOLICIT AND RECEIVE ENDOWMENT FUNDS MAKE GRANTS TO APPLICANTS WHO PROVIDE COMMUNITY SERVICES PAY GRANTS TO DESIGNATED BENEFICIARIES RECEIVE FLOW THROUGH FUNDS FROM DONORS MUNICIPAL AND FEDERAL GOVERNMENT BODIES AND FROM OTHER CHARITIES EDUCATE AND INSPIRE THE PUBLIC ABOUT PHILANTHROPY IMPROVE THE EFFECTIVENESS OF…" Full program description.
How much does Community Foundation of the South Okanagan Similkameen disburse to other charities?T1
Per its F2024 T3010, 50% of its spending went to other registered charities (self-reported, not independently verified). Full figures.
How big is Community Foundation of the South Okanagan Similkameen?T1
Its last-reported revenue was $7.7M (F2024).
What it does — in its own words
Ongoing programs
SOLICIT AND RECEIVE ENDOWMENT FUNDS MAKE GRANTS TO APPLICANTS WHO PROVIDE COMMUNITY SERVICES PAY GRANTS TO DESIGNATED BENEFICIARIES RECEIVE FLOW THROUGH FUNDS FROM DONORS MUNICIPAL AND FEDERAL GOVERNMENT BODIES AND FROM OTHER CHARITIES EDUCATE AND INSPIRE THE PUBLIC ABOUT PHILANTHROPY IMPROVE THE EFFECTIVENESS OF QUALIFIED DONEES THROUGH COMMUNITY DEVELOPMENT EFFORTS. INCUBATE AND SUPPORT CHARITABLE PROGRAMS IN PARTNERSHIP WITH OTHERS.
Program descriptions from its F2024 T3010 filing, verbatim · self-reported · this is also the text our semantic search matches against. source ↗
Tier 1 — what we computed (open data)
From the charity's own F2024 T3010 filing. Self-reported; not independently verified. You can recompute every figure. New to these terms? Read what cents to the cause, overhead and reserves mean.
Disbursed to qualified donees
T1 · computed (open data)50%
Per its F2024 T3010, this share of total spending went to other registered charities.
T3010 line 5050 ÷ 5100 · Self-reported on the T3010; not independently verified. source ↗
12%
Management, administration, and fundraising as a share of total spending. We treat 5–35% as the typical range; we state the figure, you judge.
T3010 line (5010 + 5020) ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗ · what this means
30.6 yr
Years that cash, bank balances and investments on hand could cover program spending; liabilities and restricted funds are not netted out.
Charities its size ($1M–$10M, 9,072): median 0.5 yr; 43% hold under half a year. All operating charities: median 0.8 yr.
T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Total revenue
T1 · computed (open data)$7.7M
Last-reported total revenue.
T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗
Donor-funded
T1 · computed (open data)33%
Share of revenue from receipted donations.
T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗
0%
Share of revenue from federal, provincial, and municipal sources.
T3010 line 4570 (or 4540+4550+4560) ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Where the money comes from
Shares of last-reported revenue, per its F2024 T3010. Self-reported; not independently verified.
Receipted donationsT1
33%
T3010 4500 ÷ 4700
GovernmentT1
0%
T3010 4570 (or 4540+4550+4560) ÷ 4700
Other revenueT1
67%
T3010 remainder ÷ 4700
Self-reported on the T3010; not independently verified. source ↗
Over the years
Every figure as filed at each fiscal period end, 2019–2024.
| Period end | Revenue | Overhead | Reserves |
|---|---|---|---|
| 2019-12-31 | $2.9M | 10% | 17.6 yr |
| 2020-12-31 | $2.5M | 13% | 22.8 yr |
| 2021-12-31 | $3.7M | 17% | 22.3 yr |
| 2022-12-31 | $985K | 9% | 17.7 yr |
| 2023-12-31 | $37.2M | 9% | 35.8 yr |
| 2024-12-31 | $7.7M | 12% | 30.6 yr |
| trend |
Swipe sideways to see every column.
Program-spending share is left out: a foundation's lens is what it disburses, which the annual releases don't break out by year. From its T3010 filings (CRA annual releases) · self-reported, not audited by us · when a period is restated in a later release, the newest figures are shown · ✱ = cents-to-cause outside the valid 0–100% range (filing error; not used in rankings). source ↗
★ Tier 2 — Charity Intelligence (analyst-reviewed)
Not rated by Charity Intelligence. Their analysts cover 819 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.
Similar charities
Same CRA category, revenue within 20× of this one, and the closest program descriptions in their own filings. A shortlist to compare, not a ranking.
- CENTRAL OKANAGAN FOUNDATION
KELOWNA, BC·revenue $10.7M
83%disbursed · T1
- SUDBURY COMMUNITY FOUNDATION / FONDATION COMMUNAUTAIRE DE SUDBURY
SUDBURY, ON·revenue $1.6M
36%disbursed · T1
- SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION
PENTICTON, BC·revenue $6.3M1 of 5 stars, Charity Intelligence T2
72%disbursed · T1
- FUNDY COMMUNITY FOUNDATION
ST ANDREWS, NB·revenue $1.6M
63%disbursed · T1
- THE YELLOWKNIFE COMMUNITY FOUNDATION
YELLOWKNIFE, NT·revenue $1.3M
37%disbursed · T1
Figures per each charity's F2024 T3010 · self-reported, not audited by us · ✱= that filing's expense lines don't reconcile · open a profile for sources and caveats.
Board of directors
14 directors reported · 14 of 14at arm's length
- DE SILVA, MAIMIE MDDIRECTORarm's length
- KAMPMAN, TOM TKDIRECTORarm's length
- ROBERTSON, ROBIN RRPRESIDENTarm's length
- STOOF, COLETTE CSTREASURERarm's length
- TINING, SUZANNE STDIRECTORarm's length
- BADGER, DEREK DBDIRECTORarm's length
- EDGERLY, MELISA MEDIRECTORarm's length
- HEAL, WAYNE WHDIRECTORarm's length
- MAUGHN, BENAMM MBDIRECTORarm's length
- MCCARTHY, LEIGHTON MLDIRECTORarm's length
Show all 14 directors
- Allen, HeatherDirectorarm's length
- Vincent, NicholasDirectorarm's length
- Vinge, VeronicaDirectorarm's length
- Kavia, RajeshDirectorarm's length
From its F2024T3010 filing (public CRA record), as filed. “Arm's length” means not related to other officials by family or business ties. source ↗
Right of reply
This charity hasn't added a response yet. When it does, it appears here, beside the numbers, and is never removed. Represent this charity? Submit a response.
Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗