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Annual Report 2017 For Community. By Community. Forever

Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

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Page 1: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Annual Report 2017 For Community. By Community. Forever

Page 2: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Anonymous -Various Donors Adrain, Glen & Elizabeth

Anderson, Pam

Armwood Windows & Doors

BDO Portage Staff & Partners

Barrett, Richard & Cecile

Bleakney, Donna

Blight, Arnold & Wendy

Braden, Dale & Karen

Brands, Cameron & Sandra

Bray, Edward & Patricia

Bray, Jack & Doreen

Bray, Jill

Brooks, Bernice

Brooks, Greg & Shawna

Brownlee, Dale & Rod Brownlee, Dennis

Brugger, Donald & Gwen

Carlson, Shirley & Calvin

Carmichael, Estate of Harvey

Carroll, Anita

Clark, Lynne & Bray Family

Clarkson, Cindy

Chapman Regular, Kathy

Checkley, Betty-Jean

Christianson, Bjorn & Roberta

Christianson, Chris & Roberta

Crabtree, Dawn

Dalmyn, Joyce & Joe Masi

Duncan, John

Einarson, Stefan & Norma

Essay, Leonard & Judy

Ewert, Walter & Ruth

Falk, David & Sandra

Faurschou, Brian

Ferris, Irvine

Fletcher, Andy & Jody

Galbraith, Jo-Anne

Geisel, Blair

Gemmell, Lloyd & Marie

Gemmell, Robert & Anita Janzen-Gemmell

Gregoire Voskamp, Percy

Harkness, Estate of Gillian

Hiltz, Sheldon & Susan

Horner, Gordon & Margaret

Human, Dana

Independent Order of Odd Fellows

Jones, Barbara

Jones, Dr. Robert & Charlotte

Judson, Agnes

Kel-Gil Electrical Ltd.

Kilcup, Margaret & Charles

Kitson, Mildred

Kozy Korner Seniors Club

Kramble, Bill & Kathy

Lapchuk, Ben

Luna, Luis

Lyle, Dale & Rhonda

Madder, Jessie

Mayfair Print Shoppe & Office Supplies

McCormick, Doug & Elizabeth

McCormick, Lois & Jack

McCulloch, Don

McKenzie, Katherine

McKenzie, Owen & Paula

McLaughlin, Janice

McLeod, Bruce & Karen

McNaughton, Gary & Kathleen

Metcalfe, Ken & Jo-Anne

Miller, Flora & Rae

Mitchell, John & Maureen

Moman, Freda

Neill, Ken

Newton Enterprises

Oakville & Area Friends and Neighbours

Outingdyke, June

Palmer, Rhonda Portage la Prairie Mutual

Insurance Company

Prospect Cemetery Fund

Riendeau, Henry & Sheila

Robb, George & Patricia

Rutbeek, Bert Ross, Dr. James & Joyce Rutter, Joyce Sapinski, Iris Scott, Barbara Simpson, Doug & Colleen Smith, Joan Southport Aerospace Strank, Allan Strank, Esther Swidnicki, Terry Taylor, Andy & Tracey Thess, Dr. Bernard Trimble, Joseph & Elizabeth Trussler, Candace Tully, Grace Tully, Terry & Cathy Verwey, Mark & Elaine Wallace, Sandra Waldvogel, Gregg & Tracy Williams, Owen & Patricia Yuill, Kevin & Iris

Yuill, Patricia

2017 Donors

Community Foundation of Portage & District owes its success in 2017 to the many donors, community volunteers and Board Members and their continued commitment to building a greater foundation and a better community!

Page 3: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Joyce Dalmyn and Joe Masi Fund

Joyce Dalmyn and Joe Masi set up this fund by a donation of shares, to “give back”

to the community that has afforded so many wonderful career and personal

opportunities to both of them. The funds are undesignated, so will be part of the

regular granting program. As Joyce chaired the Grants Committee for several years

during her time on the Board, they are particularly aware of the great programs and

initiatives that the CFPD supports in our community.

From a practical perspective, donating shares allowed not only a charitable tax

deduction, but also avoided the capital gains tax on the shares that were donated.

Kozy Korner Seniors Fund

Kozy Korner Seniors Inc. was founded in September 1973 by Mrs. Margaret Tucker. The organization raised funds by having Christmas meals, teas, lunches, cards, pool, shuffleboard games and much more. In 1978 Kozy Korner purchased the old Bank of Montreal building located at 115 Saskatchewan Ave E from the City of Portage to be used as a seniors drop in centre. After many years of changes and lack of membership the building was sold and funds from the sale were distributed to over 22 local non profit organizations & charities.

A few members carried on having lunch, playing bingo and cards until the organization officially closed on December 31, 2017. The last order of official business was to create the Kozy Korner Seniors Fund.

Kevin & Iris Yuill Family Fund

Kevin Yuill was born and raised in rural Portage la Prairie, Iris moved here in 1989 and together they farm north of the city. They have 2 grown children and 2 grand-children. In 2021 they will celebrate the 150th year of the family farm. The Portage area has been good to them and their business and now they want to give back to the community that means so much to them.

Through their success they want to encourage others to help and to succeed. Their donation in starting the 'Kevin & Iris Yuill Family Fund' and donating to the Portage Wildlife Fund will help perpetually in the Portage la Prairie area which is their long term goal.

John & Maureen Mitchell Family Fund

The fund was created as a vehicle to help contribute to the betterment of our community. We have been very fortunate to have been raised in Portage and watch the incredible investment of time, talent, and financial resources that others have made to enrich our community. We felt it was important that we participate in that process.

The proceeds of our fund will be divided between Special Olympics Manitoba and Central Plains Cancer Care.

New Funds Established in 2017

Page 4: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Poplar Point Community Club LED Lighting $ 10,000

Portage Collegiate Institute Weight Room Equipment $ 5,000

PCRC

Accessible Playground $ 15,000 Office Furniture & Equipment $ 13,579

Portage Tennis Club

Resurface Courts $ 18,000

Habitat for Humanity

House Painting $ 5,000

Portage Industrial Exhibition

MNP Building Kitchen $ 10,000

Portage Service for Seniors Commercial Fridge & Freezer $ 7,000

Koko Platz Recreation Club Playground Equipment $ 10,000

Delta Beach Association

Playground Equipment $ 5,000 Recreation Opportunities for Kids &

Tupper Family Resource Centre

Outreach Centre $ 10,000

Portage Active Transportation

Bike Week & Repair Shop $ 5,000

CMHA Central

Thrive Learning Centre $ 7,000

Portage Arc Industries

Furnace & Air conditioning Unit $ 4,000

Sunset Palliative Care

Memory Garden Renovation $ 7,416

Ecole Crescentview School

Breakfast Program Equipment $ 5,100

Code Club Equipment $ 12,700

Portage Heritage Advisory

Committee

Vopni Press Photo Archiving $ 7,440

Army Navy Air Force Veterans

Defibrillator $ 3,495

Fort la Reine Museum

Healthy Living Initiative $ 17,817

Canadian Cancer Society

Travelling Wig Caravan $ 790

$ 179,337 Total Undesignated Funds Granted

Undesignated Funds Designated Funds

Grantmaking 2017 In 2017 through our undesignated granting program & the disbursement of our designated funds the following programs, organizations & initiatives were funded for a total of $206,271 given back to the community.

Art Stabilization Fund Portage & District Arts Centre $ 350

Kathleen Bjarnason Fund for Music Westpark School $ 675 Dr. Ken & Joyce Collier Fund

Sunset Palliative Care $ 820

Allan Greenberg Memorial Fund

Portage Plains United Way $ 360

James Cuthbert Fund

Heart & Stroke Foundation $ 2,205 Lions Prairie Manor Foundation $ 2,205 Portage & District Hospital Foundation $ 2,205

Trinity United Church $ 2,205 Lung Association of Manitoba $ 2,205

Oakville & District Community

Endowment Fund

Oakville Community Club $ 6,372

Portage & District Arts Council

Bursary Fund

$ 1,370 John Rennie Memorial Fund ArtsSmarts Program $ 450

John Schmidt Memorial Fund Youth for Christ $ 1,055 Big Brothers Big Sisters $ 520

Total Designated Funds Granted $ 22,997

Donor Advised Funds Portage la Prairie Lions Club

Portage Plains United Way $ 1,000 SAM Inc. $ 590 Portage Animal Welfare Society $ 597 Kristof Family Fund Tupper Family Resource Centre $ 500 Big Brothers Big Sisters $ 500 Salvation Army $ 750

$ 3,937 Total Donor Advised Funds Granted

Ecole Crescentview School Code Club

showing the IPads & software purchased

with their CFPD Grant

Page 5: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

AMHS Farewell Bursary $700

Maggie Muirhead

Arlan Asham Award $220

No Recipient

Walter Ritchie Bell Memorial Bursary $750

Mackayla Essery

Russ Denton Memorial Bursary $725

Madison Lambert

Doreen Buchanan Bursary $700

Sierra Blight

Ernie Durand Memorial Bursary $150

Maggie Muirhead

Maxine Edmondson Award $1,000

Sarah Thomson

Jody Lee Fulton Memorial Bursary $1,200

No Recipient

Robert & James Gibb Fund $492

Natanish Wall

Karen Handford Memorial Bursary $250

Shaelyn Verhoeven

Dr. Harvey Hassard Memorial Bursary $2,000

Sydney Taylor

Kaitlynn Squires

Gwen Hogue Bursary $3,500

Erica Braden

Samantha Brinton

Katrina MacAuley

Suzannah Mason

Orille Hogue Bursary $3,500

Riley Gagne

Devon Jack

Layne Rintoul

Lane Taylor

Virgil Holmes Memorial Bursary $1,000

Sarah Thomson

Cameron Hoover Memorial Bursary $500

Hailee Morisseau

Bill Linden Bursary $1,750

Lasha Mackedenski

Christian Lozeau

Alice Mayor Bursary $450

Camilla Kinnear

Newton McCleary Memorial Bursary $3,600

Alex Leslie

Tyler Martens

Florence Metheral Award $1200

Hailee Morisseau

Thomas Metheral Award $1,200

Bailey Grantham

H.C. (Carl) McGregor Bursaries

Portage Collegiate Institute $1,600

Lauren Blight

Jenny Delorme

Neepawa Area Collegiate $800

Abigail Ens

MacGregor High School $800

Jason Wiebe

Charlie Oliver 4-H Watch Awards $342

No Recipient

Nell Owens Award for Excellence in Writing $230

Sarah Thomson

Portage Community Development Corp. Bursary

$1,000

Layne Coltart

Dr. Donald Rae Memorial Bursary $1,000

Wendy Vivier

PCI Citizenship Awards $2,000

Riley Miller

Shaelyn Verhoeven

PCI Centennial School Spirit Award $1,000

Madison Lambert

Sarah Thomson

PCI Scholastic Award $1,000

Hailee Morisseau

Lorraine Rae Bursary $1,000

Madison Lambert

Reita Richardson Memorial Award $200

Jill Jackson

George and Wanda Ryder Trades Bursary $875

Alex Amend

Salem & Curtis-Ridge Community Club Bursary

$500

Jill Jackson

Jack Large

Orest and Eva Shewchuk Bursary $400

Madisyn Neufeld

Elma Slack Bursary $1,000

Bruna Maciel

Krista Tully Memorial Bursary $475

Alejandra Hildebrand

Margaret Webster Memorial Bursary $500

Tyrell L’Heureux

Grace B Taylor Memorial Scholarship $750

Braden Kopytko

Greenberg Family Fund $535

Governor General Recipient Hailee Morisseau

Total Bursaries Awarded $41,894

Awards & Bursaries 2017

Page 6: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Field of Interest Prosvita Men's Club Portage Fund (Seniors) $ 37,000

Portage Arts, Culture and Heritage Fund $ 28,600

Dr. Mike & Joanne Sullivan Fund (Youth & Sports) $ 22,000

Sports and Recreation Fund $ 20,255

Cameron & Sandra Brands Family Fund (Youth) $ 20,000

Doug Jones Fund for Literacy $ 16,480

Children in Need Fund $ 10,407

Luis Luna Fund for Multiculturalism & Diversity $ 1,398

Designated Funds James Culbert Fund $ 314,975

John Schmidt Memorial Fund $ 45,000

Prospect Cemetery $ 36,400

Kozy Korner Seniors Fund $ 25,000

Dr. Kenn & Joyce Collier Fund $ 23,616

Kathleen Bjarnason Fund for Music $ 19,660

Burnside Cemetery Fund $ 17,015

John Rennie Memorial fund $ 12,840

Oakville Cemetery Fund $ 11,990

Allan Greenberg Memorial Fund $ 10,500

Arts Stabilization Fund $ 10,000

John & Maureen Mitchell Family Fund $ 10,000

Dr. Robert E & Charlotte L. Jones Fund $ 2,000

The Oakville Community Club receives the earnings from the

Fund each year to put towards projects in the Oakville area.

Undesignated Funds

Avis Margaret Degruelle Fund $ 1,750,000

CFPD Community Endowment Fund $ 796,945

Doreen Buchanan Fund $ 600,000

Gwen & Orille Hogue Fund $ 541,994

Barbara Rusk Fund $ 325,190

Violet Breakey Memorial Fund $ 254,542

Sissons Family Fund In Memory of Nola Jane $ 125,600

Ian McKenzie Fund $ 125,000

Portage la Prairie Mutual Insurance Company $ 112,500

Slack Family Memorial Fund $ 90,242

David & Sandra Falk Family Fund $ 82,534

John & Kathy Chapman Family Fund $ 61,631

Margaret Watson Fund $ 50,000

Brent & Debbie Gilbert Fund $ 45,053

H.C. (Carl) MacGregor Fund $ 39,000

Gilbert Vust Fund $ 32,075

Dale & Rod Brownlee Fund $ 31,844

Harvey & Barbara Carmichael Family Legacy $ 25,365

Southport Fund $ 24,767

Elmer & Joyce Rutter Fund $ 23,370

Arnold and Wendy Blight Fund $ 20,500

Joyce Dalmyn & Joe Masi Fund $ 20,424

Shindleman Family Fund $ 20,000

Portage Odd Fellows & Rebekahs Lodge #3 $ 18,600

Adrain Family Fund $ 17,647

Kitson & Rohmier Fund In Memory of Archibald Kitson & John & Florence Rohmier $ 16,500

Gordon & Laura Hutchinson Fund $ 15,000

Adeline & Orest Pressey Family Fund $ 10,000

Henry & Grace Vust Memorial Fund $ 8,105

Gemmell Family Fund In Memory of Keenan Nicholai $ 7,900

Newton Enterprises Fund $ 7,400

Les Green Fund $ 7,000

Barry & Ethel-Mae Greenslade Fund $ 6,850

Cliff Bagrie Memorial Fund $ 5,040

Lorne & Maxine Lytle Fund $ 5,000

Robert & Barbara Lytle Fund $ 5,000

Arthur Meighen High School Philanthropy Fund $ 1,108

Portage Collegiate Institute Philanthropy Fund $ 988

Michelle Duprey Fund

In Memory of Philip & Jeanne Duprey $ 325

Oakville and District Community Foundation Endowment Fund $ 141,495

Arnold & Wendy Blight Fund $ 10,000

Kenneth & Shirley Blight Fund $ 7,405

Stride Credit Union Oakville Fund $ 35,000

Total Oakville & District Community $ 193,900

Every effort has been made to assure the accuracy of the information in the 2017 Annual Report. If you notice an error or omission, please accept our apologies and let us know so that our records can be updated.

A grant to the Portage Community Revitalization

Corporation helped fund an Accessible Playground at Central Park in the north end of Portage la Prairie.

Page 7: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Awards and Bursaries Funds

Portage Collegiate Institute Alumni Fund $ 104,954

Gwen Hogue Bursary Fund $ 100,000

Orille Hogue Bursary Fund $ 100,000

Newton McCleary Memorial Scholarship Fund $ 100,000

Carl McGregor Bursary Fund $ 65,932

Dr. Harvey Hassard Memorial Fund $ 58,643

William A. Linden Memorial Bursary Fund $ 50,000

Portage & District Arts Council Bursary Fund $ 45,513

Grace B. Taylor Memorial Scholarship Fund $ 43,240

Jody Lee Fulton Memorial Bursary Fund $ 34,021

Virgil E. Holmes Memorial Bursary Fund $ 33,450

Florence Metheral Memorial Fund $ 32,000

Thomas N. Metheral Award Fund $ 31,972

Lorraine Rae Bursary Fund $ 29,100

Portage Community Development Corporation Bursary Fund

$ 28,398

Robert A. and W. James Gibb Fund $ 28,050

Maxine Edmondson Award Fund $ 25,000

George & Wanda Ryder Trades Bursary Fund $ 25,000

Dr. Donald William Rae Memorial Scholarship $ 22,599

Doreen Buchanan Bursary Fund $ 21,410

Russ Denton Memorial Fund $ 20,865

Greenberg Family Fund $ 20,500

Elma Slack Bursary Fund $ 20,041

Arthur Meighen High School Farewell Scholarship/Bursary Fund

$ 20,000

Cameron Hoover Memorial Bursary Fund $ 15,683

Margaret Webster Memorial Bursary Fund $ 15,250

Salem and Curtis-Ridge Community Bursary $ 14,289

Krista Tully Memorial Bursary Fund $ 13,930

Orest & Eva Shewchuk Bursary Fund $ 11,828

Alice Mayor Bursary Fund $ 10,000

General Education Bursary Fund $ 9,274

Charlie Oliver 4-H Fund $ 7,630

Karen Handford Memorial Bursary Fund $ 7,143

Nell Owens Award for Writing Fund $ 6,577

Alix Lorraine Barrett Scholarship Fund $ 6,500

Arlan Asham Award Fund $ 6,456

Reita Richardson Memorial Scholarship Fund $ 5,564

Ernie Durand Bursary Fund $ 3,347

Administrative Endowment Funds Avis Degruelle Admin Fund $ 175,169

Edith Dennis Fund $ 74,489

General Administration Fund $ 61,912

Lou & Debbie Antonissen Family fund $ 12,500

Doug & Paulette Connery Family fund $ 6,190

Stan & Maria Antonissen Family fund $ 5,000

Spend Down Funds

Walter Ritchie Bell Memorial Fund $ 3,985

Donor Advised Fund

Kevin & Iris Yuill Family Fund $ 70,000

Portage la Prairie Lions Club Fund $ 65,330

Kristof Family Fund $ 50,000

Portage & District Wildlife Fund $ 11,000

Flow Through Fund

2015 RBC Hockey Championship Legacy

Terrier Scholarship $ 49,506

2017 Community Foundation of Portage

& District Bursary Recipients

Agency Funds

Child and Family Services of Central Manitoba Foundation Fund

$ 400,000

Prairie Sounds Festival Fund $ 10,000

A grant to ROK & Tupper Family

Resource Centre helped fund the new Outreach

Centre on 11th Street SW in

Portage la Prairie

A grant to Canadian Cancer Society brought

the Travelling Wig Caravan to our

community

Page 8: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Over $8.3 million has been donated to CFPD since our establishment either to the general endowment or specific funds.

Every gift made to CFPD is pooled & permanently invested in an endowment fund; the interest earned on these funds is distributed as grants to a variety of local charitable projects & organizations. CFPD was created in 1994 by a

group of 170 donors referred to as the Founders Club that shared the vision of working together as a community, for the community, forever.

To continue to build a better community for the next 25 years and beyond we need your help. CFPD aspires to distribute $350,000 annually back into the community and to

achieve this we need to increase our endowment fund to at least $10 million.

Your donation will make a difference in our community now and forever.

25 Years, For the Community, By the Community Drive to $10 Million Fundraising Campaign

Grant Fields of Interest: Social Service

Arts & Culture Medical Services

Physical Fitness & Health Education

Children, Youth & Family Environment

Since our first grant in 1996 over $2.5 million of earned income has been distributed back into our Community. Anyone can be a donor and contribute

a gift, small or large, in the form of cash, bequest, shares or securities. Since inception over 1400 donors have made a gift to CFPD.

Create your own legacy and establish a fund with CFPD. Donors can choose a specific field of interest or charitable organization as the beneficiary of the earned income.

Page 9: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Growth of Community Foundation of Portage and District Endowment Fund and Annual Grants since 1994

CFPD Cumulative Donations

Year Donations Balance Grants

1994 51,875 51,875

1995 214,439 266,314

1996 75,856 342,170 5,500

1997 47,475 389,645 7,390

1998 45,925 435,570 14,460

1999 113,648 549,218 16,335

2000 34,012 583,230 17,058

2001 48,116 631,346 18,442

2002 62,658 694,004 22,939

2003 63,803 757,807 26,904

2004 277,540 1,035,347 30,033

2005 147,093 1,182,440 46,126

CFPD Cumulative Donations

Year Donations Balance Grants

2006 216,066 1,398,506 40,010

2007 573,573 1,972,079 38,084

2008 336,158 2,308,237 76,632

2009 119,490 2,427,727 66,422

2010 1,911,320 4,339,047 76,881

2011 441,219 4,780,266 128,752

2012 546,209 5,326,475 129,014

2013 458,437 5,784,238 156,373

2014 1,331,796 7,114,270 241,611

2015 502,089 7,617,359 253,716

2016 422,076 8,038,435 163,727

2017 231,585 8,270,020 288,625

-

50,000

100,000

150,000

200,000

250,000

300,000

350,000

-

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

9,000,000

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

G

r

a

n

t

s

$

E

n

d

o

w

m

e

n

t

$

Year

Endowment Fund Annual Grants

Page 10: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Community Foundation of Portage & District

Summarized Statement of Financial Position

For the Year Ended December 31 , 2017

(With figures as at December 31, 2016 for Comparison)

31-Dec-17 31-Dec-16

Endowment Fund

Restricted for Endowment Purposes - Beginning of Year 8,142,457 7,715,761

Add : Donation income

Designated and terms attached 143,168 103,610

Undesignated 88,417 318,466

Trust funds on deposit increase 4,811 4,620

236,396 426,696

TOTAL ASSETS - ENDOWMENT FUND - End of year 8,378,853 8,142,457

Operating Fund

REVENUE

Investment income earned 241,430 264,329

(Loss) / Gain on sale of investments (1,202) 141,534

Unrealized (Loss) / Gain on investments 549,571 (27,276)

Miscellaneous grants and other 23,180 22,994

Total Revenue 812,979 401,581

EXPENDITURES

Grant making 288,625 163,727

Investment management fees 31,134 28,624

Administration costs 103,436 93,702

Total Expenditures 423,195 286,053

Excess of Revenue over Expenses 389,784 115,528

Miscellaneous Transfer 59 1,958

(Decrease) / Increase Flow Through Fund (1,000) 50,506

Operating Fund - Beginning of year 761,038 593,046

Operating Fund - End of year 1,149,881 761,038

ROI - Investment policy benchmark 6.0% 6.0%

ROI - Actual net of management fees 9.07% 3.0%

The financial summary was prepared from the figures in the Annual Financial Statements.

The Annual Financial Statements have been audited by MNP LLP, Chartered Accountants

Complete copy of Audited Financial Statements available on our website at www.cfpdi.ca or

upon request at the CFPD office at 206 Saskatchewan Ave E, Portage la Prairie.

Page 11: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

Message from the Chair

The Community Foundation of Portage & District is very pleased with the year that was 2017. We saw not only growth in donations and new funds but organizational changes that will position us well as we look to the future. CFPD moved into new office space on Saskatchewan Avenue which allows us higher visibility and more space to work with the community. In December, we welcomed our new Executive Director, Mandy Dubois, and we feel fortunate to have her expertise and community knowledge at the helm.

The Foundation received over $230,000 in donations and 4 new funds were created, ending the year with a total of $8,270,020 in our permanent endowment fund. As a result, in 2017, CFPD was able to return $288,625 back to the community by way of grants to nonprofit organizations & bursaries to individuals furthering their education.

Our success is truly the community’s success. With ongoing support of our Donors, Board of Directors and Volunteers, we are committed to benefiting our community & growing the endowment fund for the current and future needs of Portage & District.

Looking ahead to 2018 & beyond we are excited to be celebrating our 25th Anniversary with a number of initiatives & a special fundraising campaign. We are also very eager to award our $250,000 Impact Grant which will culminate the celebrations in June 2019.

Please join us in celebrating our upcoming milestone as we work together to reach our fundraising goals. Thank you again to all of our donors, volunteers and supporters for making 2017 a true success.

Carey Duncan, Chair, Community Foundation of Portage & District

Vision To be a community leader, a catalyst and a trusted agent for philanthropy, benefiting our community, today and forever.

Mission To enhance and enrich the quality of life in Portage la Prairie and District by supporting and promoting philanthropy through endowment building, donor services, grant making and community leadership

Back Row: Anita Janzen-Gemmell, Jody Fletcher, Dawn Froese, Lucy Kinnear, Gail Patterson (vice-chair), Ryan Simpson, Blair Geisel, Cathy Vanstone

Front row: Lou Antonissen, Wayne Klippenstein (Treasurer), Carey Duncan (Chair) & Paul Davidson (Past Chair)

2017-2018 Board of Directors

Page 12: Annual Report 2017 - endowmanitoba.caAnnual Report 2017 For Community. By Community. Forever Anonymous -Various Donors ... House Painting $ 5,000 Portage Industrial Exhibition MNP

The Community Foundation of Portage and District extends its appreciation to our

sponsors for their generous support in the production of this report.

Special Thanks

CFPD would like to thank the following for their

support in making 2017 a great success!

Community Volunteers

Stephanie Verhoeven

Larry Muirhead

Larry Pettinger

Norma Johnson

Jim Pehura

Marketing Sponsorship

Photography

Dennis Weins

Office Furniture

Barney & Roberta Christianson