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Summerland Charitable Trust

Private foundationSupport of religion·3410 FAIRWAY PLAZA RD S · LETHBRIDGE, AB · T1K 7T5·BN 830479846RR0001

Last reported: F2024 filing · period ending 2024-12-31

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.

What it does — in its own words

Not active

THE ADVANCEMENT OF RELIGION AND EDUCATION THROUGH THE OPERATION OF A CHURCH AND SCHOOL

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.

Disbursed to qualified donees

T1 · computed (open data)

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 ↗

Operating overhead

T1 · computed (open data)

5%

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 ↗

Reserves

T1 · computed (open data)

0 yr

Years current reserves could cover program spending.

Sector quartiles: 0.4 yr / 0.8 yr / 7.5 yr (p25 / median / p90).

T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗

Total revenue

T1 · computed (open data)

$615K

Last-reported total revenue.

T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗

Donor-funded

T1 · computed (open data)

99%

Share of revenue from receipted donations.

T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗

Government-funded

T1 · computed (open data)

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 ↗

Over the years

Every figure as filed at each fiscal period end, 20192024.

Period endRevenueCents to causeOverheadReserves
2019-12-31$22K100¢
2020-12-31$16K
2021-12-31$133K
2022-12-31$46K
2023-12-31$265K96¢4%2.3 yr
2024-12-31$615K95¢5%0 yr
trend

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 618 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.

Board of directors

1 director reported

  • HOFER, JOSEPHPRESIDENT/SECRETARY

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

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Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗

Summerland Charitable Trust: CRA filing and financial data · Charity Compass