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WHY YoU HELP IS EASY. - Victoria Foundation

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					                                                                                                                                                            why you help
Annual Environmental                                   C o p i e s o f t h e V i c t o r i a’ s V i ta l s i g n s r e p o r t a r e ava i l a b l e                                                  Contents
Impacts Report                                         t h r o u g h t h e f o u n d at i o n o f f i C e a n d y o u C a n a l s o d o w n l o a d
                                                       i t f r o m o u r w e b s i t e at w w w. v i C t o r i av i ta l s i g n s . b C . C a
By using socially responsible paper,



                                                                                                                                                            is easy.
made from 55% recycled material
including 25% post consumer waste,
                                                                                                                                                                                                      what are the C aus es ?    1
the following savings were realized.

                                                                                                                                                                                                      when you Change lives ,
           WOOD SAVED
                                                                                                                                                                                                      you b uild futures         3
           .907 Metric Ton

                                                        # 1 0 9 – 6 4 5 f o r t s t r e e t, v i C to r i a , b C v 8 w 1 g 2 , 2 5 0 . 3 8 1 . 5 5 3 2
                                                                                                                                                            It’s the who, what, when, where and how   ho w are you a
              ENERGY
           3 Million BTU’s
                                                                             w w w. v i C t o r i a f o u n d at i o n . b C . C a                          that requires our expertise.              Communit y C hampion? 5


                                                                                                                                                                                                      who b uilds
       GREENHOUSE GASES                                                                                                                                                                               Communit y vitalit y?      7
        447.24 kg CO2 equiv.
                                                                                                                                                                                                      where C an i get the

               WATER                                                                                                                                                                                  pr oper information?       9

             6,170 litres
                                                                                                                                                                                                      Communit y
                                                                                                                                                                                                      initiatives                11


                                                                                                                                                                                                      speCial pr ojeC t f unds   15
                                       “at t l C w e “ s av e s p e C i a l p l a C e s ,
                                        fore ver, for e veryone. ” a hosted
                                                                                                                                                                                                      mes s age f r om the
                                        o r g a n i z at i o n f u n d f o r u s m e a n s
                                                                                                                                                                                                      board Chair and C eo       19
                                        t h at i n f i f t y, a h u n d r e d , e v e n
                                        three hundred years there
                                                                                                                                                                                                      l eaders hip               21
                                        will be assets to Carry
                                        o u t o u r e n d e av o u r s . ”
                                                                                                                                                                                                      audi tor s’ rep or t       23


                                                                                                                                                                                                      2007 gr ants               25


                                        Bill Turner                                                                Timothy Vernon                           Sandy Richardson                          2007 f und bal anC es      35
                                        exeCutive direCtor                                                         artistiC direCtor,                       mentor, leader, Communit y
                                        t lC t h e l a n d C o n s e r va n C y                                    pa C i f i C o p e r a v i C t o r i a   volunteer and Ceo.
                                                                                                                   musiC direCtor,                                                                    connecting p eople
                                                                                                                   orChestra london                                                                   who c are with c auses
                                                                                                                                                                                                      t hat mat t e r ®          49


                                                                                                                                                                                                      a tr adition of
                                                                                                                                                                                                      giving baC k               50


                                                                                                                                                                                                      thank you                  52
v i c t o r i a’ s c h a r i ta b l e
sector

The Victoria Foundation’s bird’s eye view of the increasingly

complex challenges faced by local charitable organizations is unique.

   Non-profit’s time is ever more spent seeking funding as many

funding sources are shutting down. The requirements of funders for

project specific funding and a focus on outcome measures can lead

to mission drift. Their work is multifaceted and we recognize that

seeking additional resources and developing new partnerships

for funding places them under incredible pressure. The Victoria

Foundation is dedicated to working with these organizations to

create positive change and build our community’s assets.

   In support of their long term goals, 73 local organizations, such

      as the Peninsula Foundation Society and Victoria READ

                Society, have entrusted their funds to us. These

                  permanent endowments provide annual income

                   to be used at their discretion. By working with us

                    these organizations are investing in their future,

                     building assets, moving towards greater strength

                      and building capacity.

                          Every dimension of community is important

                       and the work of all charitable organizations

                       supports the full spectrum of our region.

                        The Foundation is proud to assist them in

                        their efforts to make our community the

                        best it can be.




                   Clive Tanner
                   President
                   P e n i n s u l a F o u n d at i o n s o c i e t y




                                                                         2
    When YOU
                                 our donors


                                 Just as the world is changing around us, so is the profile of those

    ChAnGe LIVeS,                dedicated to philanthropy in and around our region. While the

                                 purpose of making a donation remains the same – a desire to give

    YOU BUILD                    back to the community – today’s donors are more interested and

                                 inquisitive, more engaged in decision making, and more determined

    FUTUReS.                     to leverage their resources for the greatest return, than at any time in

                                 the past. At the Victoria Foundation we work hard to ensure that the

                                 voices of our donors are heard. We make it easy for people to support

                                 causes that are important to them across all sectors. The charitable

                                 organizations we work with appreciate every donation, whether it is

                                 an immediate cash donation or a legacy gift.

                                    Beyond making a donation, or giving something of value, a donor

                                 is contributing towards a cause or to benefit someone. The Victoria

                                 Foundation is very grateful for the confidence our donors have in

                                 our ability to ensure a secure future for the charitable causes

                                 they care about. The Victoria Foundation and its donors share a

                                 common goal, and when we work together, we can turn philanthropic

                                                      passions into meaningful differences.




                                               “ m y m o m a n d i s ta r t e d t h e t r i s ta n
                                                g r a h a m F o u n dat i o n b e c au s e w e
    “i’m so Pleased to be                       wanted to r aise money to helP others.
    suPPorting artists                          i r e a l ly l i k e a n i m a l s , s o i wa n t t o
    now and beyond my liFe”                     helP them a s much a s i c an r ight now.”




    Ted Harrison, C.M., O.B.C.                  Tristan Graham
    artist and writer                           age 12
                                                V i c t o r i a F o u n d at i o n ’ s
                                                youngest donor




3                                                                                                           4
    hOW ARe
                                                                   our volunteers


                                                                   A volunteer is someone who gives their time and expertise to a cause

    YOU A                                                          because they want to be involved. The Victoria Foundation works

                                                                   with many volunteers, leaders and advisors who generously

    COMMUnITY                                                      give their time, skill and enthusiasm as committee members,

                                                                   and members of our Board. Their depth of knowledge and

    ChAMPIOn?                                                      commitment has a profound influence on the work we do, and

                                                                   ensures that we remain on track and connected with the communities

                                                                   we serve. Our volunteers believe in our efforts and understand that

                                                                   we are stronger when we all work together.




    “ Volunteering giVes me a direct
    route to suPPorting worthwhile
    eFForts and actiVities. giVing
    Financial suPPort is good oF course,
    but i also enjoy Feeling useFul in
    t h e s e r V i c e o F i n i t i at i V e s i b e l i e V e
    a r e Va l u a b l e a n d i m P o r ta n t. ”




    Kirk Davis                                                                                                         Bill Conconi
    V i c t o r i a F o u n d at i o n
    Volunteer board
                                                                                                                       Devi Jawl
    member 2003 – 2008                                                                                                 bring their communit y
                                                                                                                       exPertise to the
                                                                                                                       F o u n d at i o n




5                                                                                                                                         6
     WhO BUILDS
                                                                      our grant recipients


                                                                      The Victoria Foundation has been providing grants to hundreds

     COMMUnITY                                                        of charitable organizations for many years, as we strive to build a

                                                                      stronger, more vital community. In addition to offering a broad

     VITALITY?                                                        range of grants, the Foundation also administers other grant making

                                                                      programs that enable us to connect with those looking to address our

                                                                      community’s growth and change.

                                                                         Through the stewardship of an effective and imaginative granting

                                                                        program the Victoria Foundation links available resources to preserve

                                                                        and improve livability in our region.

                                                                         We know from our experience that the challenges and

                                                                      opportunities we face as a community will change with time.

                                                                      What is critical is the Victoria Foundation’s ability to recognize

                                                                          these challenges and opportunities and be ready to work

                                                                                         together in the pursuit of positive outcomes.

                                                                                          The worthwhile work carried out by our grant

                                                                                           recipients links philanthropy, increases

                                                                                             community capacity, community engagement,

                                                                                              and the achievement of positive change. By

                                                                                              enabling these organizations to do what

    “a s a co m m u n i t y - b a s e d ag e n c y                                             they do best, we can continue to strengthen
     dePendent on Fundraised dollars
                                                                                               our community together.
     F o r 3 0 % o F o u r o P e r at i n g b u d g e t ,
     i t i s c r i t i c a l F o r u s t o h aV e
     access to wonderFul granting
     oPPortunities such as those                                                             “ t h e V i c t o r i a F o u n d at i o n s u P P o r t e d
     o F F e r e d b y t h e V i c t o r i a F o u n d at i o n . ”                           u s w h e n w e n e e d e d i t t h e m o s t. ”




     Carolyn Fast                                                                             Fred Ford
     executiVe director                                                                       executiVe director
     Victoria women’s transition house                                                        mary manning centre




7                                                                                                                                                           8
     WheRe CAn I GeT
                                                                 professional advisors


                                                                 When people are facing a major financial decision, such as buying a

     The PROPeR                                                  home, starting a business, saving for education or ensuring the financial

                                                                 well-being of heirs, they rely on professional advisors — lawyers, accountants,

     InFORMATIOn?                                                brokers, insurance and financial planners — to identify creative solutions

                                                                 that help them solve problems and achieve their goals.

                                                                     These professional advisors also play a singularly important role in

                                                                 helping clients create and realize a personal philanthropic vision – their

                                                                 support of causes that matter to them and the legacy they want to leave

                                                                 for the future.

                                                                     The Victoria Foundation works with donors and their professional

                                                                 advisors in supporting community activities and achieving donor goals.

                                                                     Our deep knowledge of the community and its active charitable

                                                                      organizations helps people choose the kind of gift they want to

                                                                       give, whether it is an immediate cash or a long-term estate gift, a

                                                                       donor advised fund, a pass-through gift to a favourite charity, or a

                                                                       contribution to the Victoria Fund. Professional advisors review tax

                                                                                   implications, draft donation documents and ensure that

                                                                                       the plan is right for the client. The staff at the Victoria

                                                                                        Foundation provides personalized service to each
    “ t h e V i c t o r i a F o u n d at i o n P r o V i d e s
     me with the comFort oF knowing                                                     donor, and partners with them and their professional
     t h at m y c l i e n t s w i l l b e w e l l ta k e n
                                                                                         advisor to create effective and efficient approaches
     care oF in terms oF their PhilanthroPic
                                                                                          to charitable giving ensuring that they receive the
     intentions and the qualit y oF
     i n V e s t m e n t m a n a g e m e n t a n d t h at                                 greatest return on their community investment.
     t h e i r i n t e r e s t s r e m a i n at t h e
     ForeFront throughout t h e P r o c e s s . ”




                                                                                     Mark Horne
     Shelagh Rinald, CA, CFP, TEP                                                    Pa r t n e r
                                                                                     h o r n e c o u Pa r b a r r i s t e r s & s o l i c i t o r s
     n at i o n a l l e a d e r , s u c c e s s i o n
     a n d e s tat e P l a n n i n g
                                                                                     Sara Neely LL.B., CFRE
                                                                                     director oF PhilanthroPic serVices
                                                                                     V i c t o r i a F o u n d at i o n




9                                                                                                                                                     10
     COMMUnITY
                     VICTORIA’S VITAL SIGNS – HOW YOU CAN LEARN MORE

                     Often referred to as an annual community report card, Vital Signs



     InITIATIVeS –
                     is produced by community foundations across Canada to measure the

                     vitality of our cities, identify significant trends and assign grades in



     hOW We’Re
                     areas that are critical to quality of life.

                       Now into production of our third annual Vital Signs report, the



     IMPACTInG The
                     Victoria Foundation understands the opportunity the report provides

                     readers to review, interpret and consider pieces of information that



     COMMUnITY
                     speak about community well-being. Not only do the findings help us

                     with our work at the Foundation, but they help the community

                     understand existing challenges, opportunities and trends.

                       At the Victoria Foundation we know that measuring community

                     vitality through the Vital Signs initiative helps us:

                     •  Increase the effectiveness of our grant making  

                     •   Better inform our donors about issues and opportunities 

                       in the community

                     •   Make connections between individuals and groups to 

                       address those issues.

                     Watch for our October 7th release of Victoria’s Vital Signs.


                     YOuTh IN PhILANThROPY – hOW yOu CAN
                     IMpact the future today

                                                    Students Who Care – Youth in Philan-

                                                    thropy is a unique program designed to

                                                    introduce local high school students to the

                                                    world of philanthropy and community

                                                    development. The program provides

                                                    hands-on experience that benefits both

                     the participating students and local charitable organizations.

                        The annual program involves six participating schools establishing

                     youth Advisory Committees that are each allocated $2,500 to

                     distribute to charities of their choice. The granting process brings

                     students together to discuss the values and goals of their committees.

                     The students then conduct research, involving interviews and


11                                                                                                12
     on-site visits, into charitable organizations that are potential grant           endowment fund and/or to charitable organizations working in

     recipients. Each individual student member shares in a decision-making           the environmental area. In November of 2007, the Foundation

     discussion to determine a mutually agreeable way to allocate the group’s         proudly introduced 1% For The Planet to the Victoria business

     funds. In the end, written recommendations are formally presented to             community. First to enroll in the program through the Foundation

     the Board of the Victoria Foundation for final approval.                         was well-known local law firm horne Coupar. We would like

         In addition to the granting aspect of the program, each youth                to take this opportunity to thank horne Coupar for setting a

     Advisory Committee also receives a $500 gift from the Foundation,                fine example of a business determined to positively impact the

     which is placed in an endowment fund in the name of their school.                environment through philanthropy.

     The annual income earned from this endowment is added to the $2,500
                                                                                      FuNdING WANTed – how to Match donors 
     grant provided by the Foundation. In this way, the grant making
                                                                                      AND ChARITABlE ORgANIzATIONS
     capacity of each youth Advisory Committee gradually increases year
                                                                                      At the Victoria Foundation we know that one of the biggest
     after year, allowing the impact of the youth in Philanthropy program
                                                                                                                     challenges charitable organizations
     in the community to continue for years to come. Consider adopting
                                                                                                                     face is finding enough funding to
     a school next year!
                                                                                                                     maintain successful programs and

     1% FOR The PLANeT – hOW BuSINESSES ARE                                                                          pursue worthwhile projects. In our

     MakIng a dIfference                                                                                             role as a community leader, we want

                                   In the fall of 2006, Community Foun-                                              to help organizations searching for

                                   dations of Canada formally partnered                                              funding by connecting them with

                                   with 1% For The Planet in an effort to             members of the community looking to make donations that

                                   engage Canadian businesses in envi-                align with their philanthropic goals.

                                   ronmental philanthropy. Committed                     Funding Wanted connects interested donors with appropriate

                                   to leveraging its resources to create a            charitable organizations. Organizations seeking support visit the

                                   healthier planet, 1% For The Planet is an          Funding Wanted section of our website and complete our online

                                   alliance of businesses determined to prove         form. Initiatives are categorized by areas of interest: Arts, Culture

                                   that taking environmental responsibility is        & heritage, Community Services, Education, Environment, and

                                   good for business.                                 health and Recreation. Individuals and/or organizations looking

         Members of this organization recognize their responsibility to and           for an organization to support can then visit our website at

     dependence on a healthy environment by donating at least 1% of their annual      www.victoriafoundation.bc.ca. If donors find a project that

     revenues or sales to environmental organizations worldwide. The partnership      interests them, they can contact the organization directly for

     between community foundations and 1% For The Planet is unique because it         more information. It’s another way the Victoria Foundation is

     gives businesses an innovative and highly visible way to positively impact the   connecting people who care with causes that matter ®.

     environment through donations to the Victoria Foundation’s environmental




13                                                                                                                                                            14
     SPeCIAL
                     WorKing together


                     helpIng IndIvIduals and coMMunItIes 


     PROjeCT FUnDS   ThROughOuT BC

                     The Victoria Foundation is helping to build stronger families and

                     communities throughout BC in many ways. In addition to the work

                     we do locally, the Victoria Foundation hosts and administers a

                     number of provincial funds.

                         In 2007, over $10.8 million was committed province-wide to

                     support thousands of individuals, families and organizations in

                     all areas of the province.


                     fetal alcohol spectruM dIsorder 
                     ACTION FuND

                     The Bc Ministry of children and family development granted 

                     $10 million to the Victoria Foundation to establish a Fetal Alcohol

                     Spectrum Disorder (FASD) Action Fund. In 2007, over $8.2 million

                     was committed and over $2.2 million distributed to over 40

                     projects that promote prevention and education on FASD, and

                     improve the quality of life for people living with the disorder.

                         The FASD Action Fund has three focuses: $2 million to promote

                     prevention, public education, and parent and caregiver education;

                     $7 million for demonstration projects that focus on improving

                     outcomes for children and youth with FASD; and $1 million in

                     an endowment fund to help attract additional funding through

                     community contributions.




15                                                                                         16
     IrvIng k. BarBer BrItIsh coluMBIa scholarshIp                                                        investment policy. Of the $54 million
     SOCIETy FuNDS                                                                                        originally invested, over $41.3 million
     In 2007, the Irving k. Barber Bc                                                                     has been distributed to individuals,
     scholarship society (IkBcss) and                                                                     families and supporting organizations
     the Victoria Foundation formed a                                                                     throughout the province.
     partnership to manage and award                                                                           Five of the funds were regionally
     scholarships from $38 million in                                                                     focused Aboriginal strategic investment
     endowment funds established by the                                                                   funds established to support reducing
     Province of BC. The funds provide                                                                    the number of Aboriginal children
                                                Mike apsey, Chair
     scholarships to students attending                                         in care, and providing culturally sensitive alternatives to child
     public post-secondary institutions both throughout the                     welfare practices. The other five funds were established to:
     province and internationally.
                                                                                •   provide more choices for people living with developmental 
        In announcing the partnership, Scholarship Society Chair
                                                                                  disabilities,
     Mike apsey acknowledged that with the support of the provincial 
                                                                                •   Increase the number of permanent families for children in care,
     government, the Scholarship Society has quickly increased the
                                                                                •   provide post-secondary bursaries for youth formerly in 
     number and value of its scholarship programs. Partnering with
                                                                                  government care,
     the Victoria Foundation gave the Scholarship Society access to
                                                                                •   provide support for former residents of four mental health 
     over 70 years of fund management and granting experience.
                                                                                  institutions, and
        For the Victoria Foundation, working with the Scholarship
                                                                                •   support child and family development in the vancouver 
     Society builds on our province-wide impact. helping students
                                                                                  Coastal region.
     succeed by providing access to funds for continued learning is
                                                                                   In 2007 as all but two of these funds drew to a close, over
     an investment in all our futures.
                                                                                $1.6 million was distributed to enhance the lives of children
        under the partnership, the Victoria Foundation administers
                                                                                and families in BC.
     and coordinates the Scholarship Society’s six scholarship
                                                                                                               Three million dollars remains in per-
     programs. In 2007, the Scholarship Society distributed $827,000
                                                                                                            manence with the Victoria Foundation
     in scholarships ranging from $1,000 to $5,000 each to help
                                                                                                            for the BC Adoption & Permanency
     students meet their financial needs.
                                                                                                            Trust Fund.

                                                                                                               grants and scholarships from these
     chIldren & faMIly funds                                                                                funds have reached every corner of the
     In 2003, the Ministry of children and family development asked the         province – from lower Post to Cranbrook to the Queen Charlotte
     Victoria Foundation to manage and distribute 10 funds created to help      Islands. Over 200 organizations and thousands of individuals
     communities throughout BC meet the needs of their children and families.   have benefited from them.
     The Ministry selected the victoria foundation because of its proven 

     granting experience, administrative capabilities and prudent financial

17                                                                                                                                                     18
     Message from                                                              In general, the investment market in 2007 was a disap-

                                                                            pointment; the returns from our endowed funds were similarly


     The BOARD                                                              affected. Despite unfavorable market returns over the last 12

                                                                            months, the Foundation has had solid performances over the


     ChAIR AnD CeO                                                          last five years. The rate of return for our endowed funds was

                                                                            0.09% in 2007 as compared to returns of 14.1% in 2006, 10.49%

                                                                            in 2005, 11.03% in 2004 and 11.70% in 2003. We continue to
     Throughout 2007 the Victoria Foundation has continued to evolve        employ prudent investment practices that have long term focus.
     with the launch of community initiatives like 1% For The Planet and    These have served us well in the past and we believe they will
     Funding Wanted, and the establishment of key partnerships like the     serve us well into the future.
     Irving K. Barber British Columbia Scholarship Society.                    In closing we would like to acknowledge the hard work and
        With evolution comes growth, and we realized we wanted to           commitment of retiring board member Joan Barton, and welcome
     offer a more efficient granting process. After reviewing a multitude   new board members Janet erasmus and peter Malcolm. Most 
     of best practice examples from across the country, we developed the    of all, the Board, staff and volunteers would like to thank the
     most effective and suitable model for the Victoria Foundation. This    charitable organizations that turn grants into valuable programs
     new model will enable us to be more proactive and responsive to        and our generous donors who make it all possible. With your
     what is going on in and around our community. To reflect this fresh                   continued commitment the Victoria Foundation
     approach, the existing Community Fund has been appropriately                                  remains motivated and passionate to
     re-named the Victoria Fund. This broad in scope discretionary fund                                foster and build on positive change
     provides donors with an opportunity to use staff knowledge and                                     for generations to come.
     expertise to make powerful impact through their giving.

     Charitable organizations will realize the Victoria Fund is

     intended to support their crucial leadership role within our                                               Sincerely,
     community. Through insight we have gained in conducting

     and presenting our annual community report card,

     Victoria’s Vital Signs, we have identified Leadership and

     Staying in School as strategic priorities that will be addressed                                           Chuck Burkett, Board Chair
     as part of the new Victoria Fund’s mandate.

        In 2007 we accepted over 500 gifts exceeding a total of $13

     million. Of this amount, over $8.6 million was added to our

     permanent endowment which had a market value of $85.3                                                      Sandy Richardson, CEO
     million at year end. Thanks to the generosity and foresight

     of our donors the Foundation is able to make permanent

     investments in the future of our community.


19                                                                                                                                             20
     LeADeRShIP
                                                                                                                     honorary governors & emeritus
                                                                                                                     Jane Rogers (Lifetime Member)      Ted Hughes, O.C., Q.C.
                                                                                                                     Ian Izard, Q.C. (President)        Shirley Hunter
     board of directors 2007                                                                                         Muriel Kovitz, C.M., LL.D          Michelle Isherwood
                                                                                                                        (Past President)                George Jones, Q.C.
                                                                                                                     Peter Baillie                      Vicki Kuhl
                                                                                                                     Ralph Bodine                       Dr. Arne Lane
                                                                                                                     Peter Burchett                     Jack Lee, C.M.
     Chuck Burkett, CA,           R. Thomas Burley, CA       Gloria Back                      Deborah Curran         Bonnie E. Campbell                 Grania Litwin
     CFP, TEP                     Past Chair
     Chair                                                                                                           Eric Charman, C.M., O.B.C., LL.D   May Lou-Poy
                                                                                                                     Dr. Joyce Clearihue                Dennis Madden
                                                                                                                     Mel Cooper, C.M., O.B.C.           Ian Mair
                                                                                                                     Clare Copeland                     John McEown
                                                                                                                     Bob Cross                          Anne Nation
     Kirk Davis                   Kathryn Dawson             Janet Erasmus                    Fiona Hyslop           Geoffrey Craven                    Howard Petch, O.B.C.
                                                                                                                     Gordon Denford                     Arthur Roberts, Q.C.
                                                                                                                     Janey Gudewill                     Ralph Roberts
                                                                                                                     Nick Gudewill                      Gillian Stewart
                                                                                                                     Sheila Henley                      Patrick Stewart
                                                                                                                     Richard Holmes                     Gurdeep Sundher
     Peter Malcolm                Steve McKerrell            Marc Owen-Flood                  Roger Soane
                                                                                                                     Mark Horne                         Joan Walton
                                                                                                                     Barbara Housser                    Georgina Wong

     staff
                                                                                                                     committee members 2007 – 2008

                                                                                                                     Penny Angelopoulos                 Bill Harper
                                                                                                                     Ken Baker                          Bill Hustler
                                                                                                                     Kim Basi                           Andrew Jackson, CA
     Sandra Richardson      Sharon Bearpark     Wes Crealock           Shannon Drew-Burrows Maureen Grant
     CEO                    Consultant          Special Projects       Director of          Administrative
                                                Manager                Communications       Assistant                Rebecca Blundon                    Lenora Lee, CA
                                                                                                                     Lisa Brownlow                      Jim Legh, LL.B.
                                                                                                                     Julie Collins, CA                  Maeve Lydon
                                                                                                                     Bill Conconi                       Glenn Mathieson
                                                                                                                     Nicole Cook                        Muriel Neale

     David Hernon           Susan Lucato        Louise MacDonald        Dan MacKinnon            Michelle McKenzie
                                                                                                                     James Darke, CFA                   Channelle Sawyer
     Information Technology Finance Director    Executive Administrator Grants Co-ordinator      Director of Donor
     Manager                                    & Community Liaison                              Services            Josh Evans                         Sherry Sheffman
                                                                                                                     Wendy Everson, LL.B.               Veronica Stockton-Kushner
                                                                                                                     Sabine Feulgen                     Ruth Sutherland Brown
                                                                                                                     Elisa Fowles                       Geoff Travers
                                                                                                                     Anne Fraser,                       Rebecca Walker
                                                                                                                        C.M., B.Sc., LL.D               Felicity Wilson
     Sara Neely             Barb Roemmele       Marg Rose              Mr. Higgins, D.O.G.
     Director of Philan-    Finance Assistant   Director of Com-       Director of Greetings                         Norma Friedmann                    Bruce Whittington
     thropic Services                           munity Initiatives
                                                and Grants                                                           Claire Gilmour                     Bob Worth, CA
                                                                                                                     Allison Habkirk

21                                                                                                                                                                                  22
                                                                                SUMMARIzeD
                                                                                FInAnCIAL STATeMenTS
     AUDITORS’                                                                  A complete copy of our audited financial statements is available from our office



     RePORT
                                                                                (call 250.381.5532), or visit us online at www.victoriafoundation.bc.ca


                                                                                financial highlights
                                                                                •  Thirty four new funds were established in 2007
     to: the board of directors of                                              •  gifts to the permanent endowment were $8,640,243 
     the victoria foundation                                                    •  total grants from endowments and pass throughs were $7,118,676 
                                                                                •   total assets under management grew 40.8% over last year 
     The accompanying summarized statement of financial position and                representing more appropriately the overall impact of the work
                                                                                    of the Foundation. This compares with 27.5% in the previous year.
     summarized statement of operations and changes in net assets are derived
                                                                                •  Investment returns averaged 0.09%
     from the complete financial statements of The Victoria Foundation as at
                                                                                Summarized Statement of Financial Position
     December 31, 2007 and for the year then ended on which we expressed        As at December 31                                            2007                  2006

     an opinion without reservation in our report dated February 26, 2008.      Current Assets                                           $932,544            $240,710
                                                                                Investments, at market value                           135,780,635          93,838,166
     The fair summarization of the complete financial statements is the         Other Assets                                               146,267             155,794
                                                                                                                                       136,859,446          94,234,670
     responsibility of management. Our responsibility, in accordance with the
                                                                                Trust Assets                                             5,036,267           6,523,057
     applicable Assurance guideline of the Canadian Institute of Chartered
                                                                                                                                       141,895,713         100,757,727
     Accountants, is to report on the summarized financial statements.
                                                                                Current Liabilities                                        341,722             364,528
        In our opinion, the accompanying financial statements fairly            Grant Commitments                                        2,033,801           1,493,817
                                                                                Pass Through Fund Liabilities                            9,101,376          11,232,842
     summarize, in all material respects, the related complete financial        Irving K. Barber BC Scholarship Society Funds           39,454,955                   –
                                                                                Net Assets                                              85,927,592          81,143,483
     statements in accordance with the criteria described in the guideline                                                             136,859,446          94,234,670

     referred to above.                                                         Trust Liabilities                                        5,036,267           6,523,057

        These summarized financial statements do not contain all the                                                                   141,895,713         100,757,727

     disclosures required by Canadian generally accepted accounting
                                                                                Summarized Statement of Operations and Changes in Net Assets
     principles. Readers are cautioned that these statements may not be         For the year ending December 31,                         2007                      2006

     appropriate for their purposes. For more information on the                Revenue:
                                                                                  Gifts received for immediate granting                  3,980,893             364,973
     Foundation’s financial position and results of operations, reference         Gifts to operations                                      151,736             219,663
                                                                                  Fee revenue – Trusts and Managed Funds                   307,345             153,019
     should be made to the related complete financial statements.                 Life insurance premiums                                  103,149              53,168
                                                                                  Total returns allocated to operations                  4,085,453           3,571,535
                                                                                                                                         8,628,576           4,362,358

                                                                                Expenses:
                                                                                  Grants                                                  7,118,676           3,102,142
                                                                                  Life insurance premiums                                   103,149              53,168
                                                                                  Communications and community leadership                  166,849             250,607
                                                                                  Operations expenses                                    1,071,456             705,061
                                                                                                                                         8,460,130            4,110,978
     Victoria, B.C.
                                                                                EXCESS OF REVENUE OVER
                                                                                  EXPENSES FOR THE YEAR                                    168,446             251,380
     February 26, 2008                            Chartered Accountants
                                                                                NET ASSETS, beginning of year                           81,143,483          65,104,505
                                                                                New gifts and contributions to endowment funds            8,640,243         10,028,140
                                                                                Total returns allocated to net assets                   (4,024,580)          5,759,458
                                                                                Excess of revenue over expenses for the year                168,446            251,380
                                                                                NET ASSETS, end of year                                 85,927,592          81,143,483
23                                                                                                                                                                        24
                                                                                                                           Grantee                               Grants Total        Fund
                                                                                                                           Greater Victoria Performing Arts Festival $1,500.00       NRS Foundation, Robinson Family Fund
                                                                                                                           Greater Victoria Youth Orchestra          $2,597.38       GVYO/Stuart Knussen Endowment Fund
                                                                                                                           GVYO Stuart Knussen Endowment Fund $5,373.00              Pass Through Grants Fund


     2007 GRAnTS                                                                                                           Intrepid Theatre Company Society
                                                                                                                           Oak Bay Heritage Foundation
                                                                                                                           Out of the Box Productions Society
                                                                                                                           Pacific Opera Victoria
                                                                                                                                                                    $10,000.00
                                                                                                                                                                     $1,053.28
                                                                                                                                                                     $1,000.00
                                                                                                                                                                    $65,280.23
                                                                                                                                                                                     Victoria Foundation Community Fund, Orion Fund
                                                                                                                                                                                     Oak Bay Heritage Foundation Endowment Fund
                                                                                                                                                                                     Michael & Anne Tyler Fund for the Arts
                                                                                                                                                                                     Anonymous Fund, Floyd R. Hall Fund for the Arts, Anne
                                                                                                                                                                                     McLaughlin Fund, Pacific Opera Victoria Arts Renaissance
                                                                                                                                                                                     Fund, Pacific Opera Victoria Foundation, Belsonia Bogatin
     grants by field of interest                                                                                                                                                     Paul & Frank Paul Foundation, Robinson Family Fund,
                                                                                                                                                                                     Victoria Foundation Community Fund
                                                                                                                           Pacific Opera Victoria Arts
        Arts, Culture & heritage 13%
                                                                                                                              Renaissance Fund                       $5,000.00       Anonymous Fund
                                                                                                                           Pender Islands Museum Society           $10,000.00        Victoria Foundation Community Fund
        Community Service 23%
                                                                                                                           Ptarmigan Music and Theatre Society $5,000.00             Victoria Foundation Community Fund
                                                                                                                           Reynolds Secondary School                  $500.00        David Grierson Arts Legacy Fund
        education 7%
                                                                                                                           Royal BC Museum Endowment
                                                                                                                              Fund (BC Arts)                           $603.95       Pass Through Grants Fund
        environment 6%
                                                                                                                           Royal British Columbia Museum Foundation $55,677.72       Royal BC Museum Endowment Fund (BC Arts)
                                                                                                                           SANSCHA Community Cultural
        health & Recreation 51%
                                                                                                                              Centre Foundation                      $2,503.42       Sanscha Community Cultural Centre Foundation for
                                                                                                                                                                                     Arts (MWC)
                                                                                                                           Sidney Classical Orchestra Fund               $142.85     Kirk & Marlyn Davis Fund
                                                                                                                           Sidney Concert Society                      $6,328.00     Anonymous Fund, Kirk & Marlyn Davis Fund,
     total grants by source of funds                                                                                                                                                 Peninsula Foundation Society Fund
                                                                                                                           Sooke Region Historical Society -
        endowment 17%                                                                                                        Sooke Region Museum                       $1,000.00     Robinson Family Fund
                                                                                                                           South Park Family School                    $5,000.00     Victoria Foundation Community Fund
        Pass Through 9%                                                                                                    The Octa Collective Society                 $7,000.00     Golden Jubilee Arts Fund, Susan Englebert Fund
                                                                                                                                                                                     for the Arts, Orion Fund, Victoria Foundation
        Special Projects 46%                                                                                                                                                         Community Fund
                                                                                                                           University of Prince Edward Island         $211.40        Bayberry Fund
        Trust Assets 28%                                                                                                   Vancouver Island Arts Festivals Society $8,000.00         Victoria Foundation Community Fund
                                                                                                                           Victoria Concert Hall Fund               $2,227.34        Victoria Concert Hall Fund
                                                                                                                           Victoria Conservatory of Music          $72,653.56        Anonymous Fund (2), Bayberry Fund, Goolden
                                                                                                                                                                                     Fund, Marv Holland Flow-Through Fund, Fiona
                                                                                                                                                                                     Hyslop Fund, Frederick William Kischell Bursary Fund,
                                                                                                                                                                                     Richard Margison Fund for Opera Studio, John H. &
     arts, culture & heritage                                                                                                                                                        Margery M. McEown Trust for the Performing Arts,
     Value Statement: The Victoria Foundation funds projects that foster and support the growth
                                                                                                                                                                                     Norval Schroeder Fund, NRS Foundation, Victoria
     and preservation of arts, cultural and heritage activities throughout our region.
                                                                                                                                                                                     Conservatory of Music Fund
     Grantee                                 Grants Total     Fund                                                         Victoria Film Festival Fund -
     Art Gallery of Greater Victoria           $45,318.72     Art Gallery of Greater Victoria - BC Arts Renaissance           BC Arts Renaissance                     $1,204.56      Victoria Film Festival Fund - BC Arts Renaissance
                                                              Fund, Art Gallery of Greater Victoria - Gallery Art          Victoria Gilbert & Sullivan Society        $3,000.00      Orion Fund
                                                              Acquisition Fund, Donald N. Gain Fund, Dorothy A.            Victoria Independent Film & Video Festival $5,000.00      Orion Fund
                                                              Naylor Fund, Victoria Foundation Community Fund              Victoria Medical Heritage Society        $33,585.00       Mary Elizabeth Bayer Heritage Fund, Pass Through
     Art Gallery of Greater Victoria BC                                                                                                                                              Grants Fund, Victoria Foundation Community Fund
        Arts Renaissance Fund                     $1,000.00   Anonymous Fund                                               Victoria Philharmonic Choir                 $5,000.00     Belsonia Bogatin Paul & Frank Paul Foundation
     Art Gallery of Greater Victoria Foundation $146,649.91   Art Gallery of Greater Victoria Foundation - Capital         Victoria Symphony Society                   $43,012.11    Donald N. Gain Fund, Leslie and Murray Glazier
                                                              Campaign Fund, Art Gallery of Greater Victoria Foundation                                                              Victoria Symphony Young Musicians Fund, Floyd
                                                              - Endowment Fund - Art Acquisition, Art Gallery of Greater                                                             R. Hall Fund for the Arts, Helen Stuart & Bob
                                                              Victoria Foundation - Endowment Fund - General                                                                         Hoogendoorn / Mozart Fund, Orion Fund, Belsonia
     Art Gallery of Greater Victoria Foundation -                                                                                                                                    Bogatin Paul & Frank Paul Foundation, Robert J. Peck
        Capital Campaign Fund                  $11,217.17     Art Gallery of Greater Victoria Foundation - Capital                                                                   and E. Lorraine Peck Fund, Robinson Family Fund,
                                                              Campaign Fund                                                                                                          Victoria Foundation Community Fund, Victoria
     Belfry Theatre Society                      $7,553.64    Anonymous Fund, Belfry Theatre Society Fund - BC                                                                       Symphony Fund - BC Renaissance
                                                              Arts Renaissance                                             Victoria Symphony Society Fund                $1,000.00   Anonymous Fund
     Canadian College of Performing Arts        $8,909.47     Anonymous Fund (1), Canadian College of Performing           Victoria Theatre Guild / Langham
                                                              Arts Fund (BC Ren), Jerry Gosley Memorial Arts Fund,            Court Theatre                              $5,638.87   Victoria Theatre Guild Fund
                                                              Michael & Anne Tyler Fund for the Arts                       Victoria Youth Choirs Society for Viva Choirs $5,500.00   David Grierson Arts Legacy Fund, Hugh & Helen
     Canadian Pacific Ballet                   $16,946.00     Anonymous Fund, Hugh & Helen Mogensen                                                                                  Mogensen Fund, Victoria Foundation Community Fund
                                                              Fund, Robinson Family Fund, Victoria Foundation              West Coast Children’s Choral Society         $2,185.00    David and Pep Groos Fund for Vocal Music, Linda
                                                              Community Fund                                                                                                         Schlechte & Howard Petch Fund
     Craigdarroch Castle Estate
        Restoration Fund                        $6,495.52     Craigdarroch Castle Estate Restoration Fund
     Craigdarroch Castle Historical
        Museum Society                          $3,088.86     Craigdarroch Castle Endowment Fund, Pass Through
                                                              Grants Fund
     Dance Victoria Society                   $740.00         Dance Victoria Endowment Fund
     Early Music Society of the Islands      $2,160.34        Early Music Endowment Fund
     Greater Victoria DanceWorks Association $1,043.21        DanceWorks Scholarship Endowment Fund
25                                                                                                                                                                                                                                               26
     community services                                                                                            Grantee                              Grants Total     Fund
                                                                                                                   James Bay United Church                $20,000.00     James Bay United Church Fund
     Value Statement: The Victoria Foundation funds projects that create caring, safe and
                                                                                                                   Leadership Victoria                    $15,000.00     Anonymous Fund, Victoria Foundation Community Fund
     supportive environments for healthy social development and an enhanced quality of
                                                                                                                   Leadership Victoria Visions
     life for all ages throughout our region.
                                                                                                                      Endowment Fund                          $183.00    Leadership Victoria Visions Endowment Fund
     Grantee                             Grants Total     Fund                                                     Lifecycles Project Society -
     Abbeyfield Heritage Housing Society    $1,641.42     Abbeyfield Heritage Housing Society Fund                    Home is Where We Live                $13,000.00    Victoria Foundation Community Fund, LEAD Grants
     Aga Khan Foundation Canada              $500.00      The Planning Centre Millennium Trust Fund                                                                      Fund
     Anglican Synod of the Diocese of BC   $91,134.89     Emily Elizabeth Stoneham Fund                            MADD Canada - National Office            $500.00      Anne’s Social Justice Fund
     Anonymous Fund                           $203.18     Anonymous Fund                                           Nanaimo & District Crime
     Ian & Gloria Back Fund                 $8,930.00     Ian & Gloria Back Fund                                     Stoppers Association                 $2,000.00      Sidney R. and Gladys L. Sharman Foundation
     BC Families in Transition               $500.00      Anonymous Fund                                           Nanaimo Elks Lodge No. 29              $2,000.00      Sidney R. and Gladys L. Sharman Foundation
     BC SPCA                               $95,639.37     Anonymous Fund (2), James & Diana Black Fund,            NEED Crisis & Information Line        $10,000.00      Ernest & Hazel Kay Fund for Seniors
                                                          Cranmere (Holloway/Varder) Trust, Tristan Graham         Oak Bay High School                     $2,320.00     Canadian Heritage Youth Engagement Fund
                                                          Children’s Foundation, Nellis Roy Moyer & Mary           Oak Bay United Church Capital Campaign $1,000.00      Hugh & Helen Mogensen Fund
                                                          Elizabeth Moyer Memorial Trust, Emily Elizabeth          Oak Bay Volunteer Services Society     $18,081.13     James & Inez Hibbard Fund, Oak Bay Volunteer
                                                          Stoneham Fund                                                                                                  Services Fund, Stuart & Elizabeth Simpson Fund
     Beckley Farm Lodge Fund                 $3,166.73    Beckley Farm Lodge Fund                                  Open Learning Agency                      $250.00     Anne’s Social Justice Fund
     Boys & Girls Club Services of                                                                                 Our Place Society                      $126,263.76    Anne’s Social Justice Fund, Anonymous Fund, Sheila J.
        Greater Victoria                       $546.75    Col. R.O. Bull Fund                                                                                            Henley Fund, Leadership Victoria Visions Endowment
     Bridges for Women Society               $8,084.00    Anonymous Fund, Willard & Elva Dawson Fund, Fiona                                                              Fund, Pass Through Grants Fund, Emily Elizabeth
                                                          Hyslop Fund                                                                                                    Stoneham Fund, Dr. Roy and Mrs. Ellen Sutherland
     Canadian Centre For Policy Alternatives $7,000.00    Anne’s Social Justice Fund, Dr. Roy and Mrs. Ellen                                                             Fund, United Commercial Travellers’ Fund, Robert
                                                          Sutherland Fund                                                                                                Worth Family Fund, Youth in Philanthropy - St.
     Canadian Red Cross Society              $5,200.00    Cranmere (Holloway/Varder) Trust, Pass Through                                                                 Michaels University School Youth in Philanthropy
                                                          Grants Fund                                              OVC Pet Trust Fund                          $256.11   James & Diana Black Fund
     Capital Families Association            $1,534.37    Irene Lyttle Fund                                        Pacific Coast Public Television Association $250.00   Anne’s Social Justice Fund
     Capital Families Association Fund         $162.69    Capital Families Association Fund                        Pacifica Housing Advisory Association $9,160.00       Victoria Foundation Community Fund
     Capital Regional District Pound          $600.00     Tristan Graham Children’s Foundation                     Physicians For Global Survival (Canada) $1,250.00     Anne’s Social Justice Fund, Dr. Roy and Mrs. Ellen
     CARE Canada                             $5,000.00    Pass Through Grants Fund                                                                                       Sutherland Fund
     CFB Esquimalt Military Family                                                                                 Project Ploughshares                     $3,000.00    Dr. Roy and Mrs. Ellen Sutherland Fund
       Resource Centre                         $268.26    Friends of the Military Resource Centre of CFB           Robert and Jane Rogers Fund              $3,607.50    Robert and Jane Rogers Fund
                                                          Esquimalt Fund                                           Saanich Volunteer Services Society         $671.43    Saanich Volunteer Services Fund
     Church of St. John the Divine          $20,000.00    Anne’s Social Justice Fund                               Salvation Army                          $20,793.68    James & Diana Black Fund, Jack & Gwen Gregory
     Church of St. Mary the Virgin          $25,003.55    Isabella Vera Deakin Fund                                                                                      Family Fund, James & Inez Hibbard Fund, Louisa M.
     Communications & Public                                                                                                                                             Jarvie Memorial Trust, Edmund Alan Larkin & Edith
       Relations Foundation                   $2,121.77   Canadian Public Relations Society - Vancouver Island                                                           Margaret Larkin Trust, Rheta May Pederson Memorial
                                                          Legacy Fund                                                                                                    Trust Fund, Robinson Family Fund
     Community Council                       $3,000.00    Victoria Foundation Community Fund                       Sidney R. and Gladys L. Sharman
     Congregation Emanu-el                   $3,000.00    Edward & Frances Mallek Fund, Victoria Foundation            Foundation                        $10,542.55      Sidney R. and Gladys L. Sharman Foundation
                                                          Community Fund                                           Sidney & North Saanich Memorial
     Cordova Bay 55 Plus Association         $5,746.00    Solás Fund                                                   Park Society                       $2,000.00      Peninsula Foundation Society Fund
     Covenant House Vancouver                $6,000.00    Pass Through Grants Fund, NRS Foundation                 Silver Threads Service/Meals On Wheels $2,500.00      Ernest & Hazel Kay Fund for Seniors
     Cranmere (Holloway/Varder) Trust          $250.31    Cranmere (Holloway/Varder) Trust                         Sleeping Children Around the World     $1,800.00      Robinson Family Fund
     Cridge Centre for the Family            $3,682.81    Anonymous Fund, Mary Elizabeth Hemeon Memorial           Society of St. Vincent de Paul
                                                          Fund, M.I. Richardson Fund, Youth in Philanthropy -          of Vancouver Island               $25,000.00      Pass Through Grants Fund
                                                          Oak Bay Youth Outreach Endowment Fund                    Spiritual Assembly of the
     CUSO                                   $2,000.00     Pass Through Grants Fund                                     Baha’i’s of Oak Bay                $4,800.00      Cranmere (Holloway/Varder) Trust
     Developing Countries Farm Radio Network $500.00      Anne’s Social Justice Fund                               St. Michaels University School         $2,100.00      Canadian Heritage Youth Engagement Fund
     Lorna Eastman Fund                       $187.63     Lorna Eastman Fund                                       Support Casa Guatemala Children Inc. $5,000.00        Robinson Family Fund
     Fernwood Community Centre Society $10,000.00         Victoria Foundation Community Fund                       Surrounded by Cedar Child &
     First Metropolitan United                                                                                         Family Services                    $2,500.00      Anonymous Fund
        Church Foundation                   $9,091.86     Nellis Roy Moyer & Mary Elizabeth Moyer Memorial Trust   The Contemplative Society              $6,500.00      Anne’s Social Justice Fund
     First Unitarian Church of                                                                                     The Galiano Club                      $10,000.00      Victoria Foundation Community Fund
        Victoria Foundation                  $1,405.17    Anonymous Fund                                           Times Colonist 1000 Christmas Fund     $1,300.00      Alexandra Fund, Anonymous Fund
     Axel & Wendy Foght Fund                $7,434.83     Axel & Wendy Foght Fund                                  Trans-Himalayan Aid Society            $5,500.00      Anne’s Social Justice Fund, Pass Through Grants Fund
     Gorge View Society                     $5,410.32     Rheta May Pederson Memorial Trust Fund                   United Way of Greater Victoria         $2,256.11      Anonymous Fund, James & Diana Black Fund, Pass
     Goward House                           $5,900.00     Ernest & Hazel Kay Fund for Seniors, Robinson Family                                                           Through Grants Fund
                                                          Fund                                                     Vancouver Foundation                      $5,000.00   Solás Fund
     Greater Victoria Police Victim Services   $500.00    Anonymous Fund                                           Vancouver School of Theology             $15,000.00   Anne’s Social Justice Fund
     Habitat for Humanity Victoria           $31,800.00   Anonymous Fund (3), Hugh & Helen Mogensen                Victoria Association for Community Living $3,500.00   LEAD Grants Fund
                                                          Fund, Victoria Foundation Community Fund,                Victoria Cat Rescue Corps Society          $300.00    Youth in Philanthropy - Frances Kelsey Secondary
                                                          Youth in Philanthropy - Vic High Youth Supporting                                                              Youth in Philanthropy
                                                          Community Endowment Fund                                 Victoria Cool Aid Society               $10,017.00    Anonymous Fund, Sun Star Fund, Youth in
     Haven Foundation                       $13,000.00    Hummingbird Fund                                                                                               Philanthropy - Frances Kelsey Secondary Endowment
     Hearts Together for Haiti              $10,000.00    Pass Through Grants Fund                                                                                       Fund & Vic High Youth Supporting Community
     Help Lesotho                             $800.00     Anonymous Fund                                                                                                 Endowment Fund
     Rudi & Sylvia Hoenson Foundation           $60.00    Rudi & Sylvia Hoenson Foundation                         Victoria Foundation Community Fund $61,086.61         Anonymous Fund, Blair and Una H. Ferguson Fund, Grace
     Honorary Governors Fund                  $500.00     Pass Through Grants Fund                                                                                       Maynard Fund, Anne McLaughlin Fund, Miles Hadham
     Inter-Cultural Association of                                                                                                                                       Nicholl Foundation, Elizabeth A. & Anna F. Russell
        Greater Victoria                     $6,000.00    Victoria Foundation Community Fund                                                                             Memorial Fund, Henry & Marian Thiel Family Trust

27                                                                                                                                                                                                                               28
     Grantee                            Grants Total       Fund                                                      Grantee                           Grants Total          Fund
     Victoria Foundation Operations Fund $130,243.92       Administration Fund of the Victoria Foundation,           Community Action for Healthy Schools $8,000.00          Victoria Foundation Community Fund
                                                           Anonymous Fund (1), Col. R.O. Bull Fund, Agnes            Duke of Edinburgh’s Award Program    $12,663.43         Duke of Edinburgh’s Award Program Fund
                                                           Nancy Ferguson Fund, Hugh & Helen Mogensen                Engineering Institute of Canada
                                                           Fund, Pass Through Grants Fund, Per Ardua Fund              Scholarship Society (EIC)            $939.44          Engineering Institute of Canada (EIC) Scholarship
                                                           Dr. Roy and Mrs. Ellen Sutherland Fund                                                                            Endowment Fund
     Victoria Foundation Youth in
                                                                                                                     Glendale Gardens                           $1,200.00    Victoria Horticultural Society - Jill Stewart-Bowen
        Philanthropy Endowment Fund           $15,394.30   Anonymous Fund (1), Blair and Una H. Ferguson
                                                                                                                                                                             Scholarship Fund, Victoria Horticultural Society -
                                                           Fund, Honorary Governors’ Millennium Fund, Ian &
                                                                                                                                                                             Scholarship Fund
                                                           Daphne Izard Fund, Hugh & Helen Mogensen Fund
     Victoria Human Exchange Society          $28,200.00   Anonymous Fund (2), Victoria Foundation                   Glenlyon Norfolk School                    $47,179.18   G.F. “Pat” Dunn Family Fund, Gudewill Bursary Fund
                                                           Community Fund, Woodsome Fund                                                                                     for Glenlyon Norfolk School
     Victoria Immigrant & Refugee                                                                                    Greater Victoria Public Library Fund        $131.00     Pilgern Fund
        Centre Society                       $3,000.00     LEAD Grants Fund                                          Greater Victoria Public Library           $14,169.42    Greater Victoria Public Library Fund, JDB Victoria
     Victoria Single Parent Resource Centre $28,500.00     Anonymous Fund (3), Hummingbird Fund, Island                                                                      Library Fund
                                                           Parent Fund, Orion Fund, Solás Fund, R. Steele            Island Pastoral Services Association      $15,000.00    Anonymous Fund, Victoria Foundation Community Fund
                                                           Memorial Fund, Victoria Foundation Community
                                                                                                                     Junior Achievement of BC,
                                                           Fund
                                                                                                                         Vancouver Island                       $5,000.00    Edward & Frances Mallek Fund, Victoria Foundation
     Victoria Women’s Transition House Society $3,900.00   Hugh & Helen Mogensen Fund, Youth in
                                                                                                                                                                             Community Fund
                                                           Philanthropy - Frances Kelsey Secondary Endowment
                                                           Fund                                                      Learning Disabilities Association of BC      $192.85    Learning Disabilities Association of BC - Vancouver
     Victoria Youth Empowerment Society         $400.00    Youth in Philanthropy - St. Michaels University School                                                            Island Chapter Bursary Fund
                                                           Endowment Fund                                            McGill University - Schulich
     Volunteer Victoria                       $31,800.00   Victoria ‘94 Volunteer Legacy Fund                           School of Music                         $5,000.00    Marv Holland Flow-Through Fund
     WaterCan                                  $2,000.00   Anne’s Social Justice Fund                                Oak Bay Secondary School                    $500.00     Friends and Alumni of Oak Bay Secondary School Fund
     World Federalist Foundation               $1,000.00   Dr. Roy and Mrs. Ellen Sutherland Fund                    Parkland Secondary School                   $300.00     Doug Menzies Community Services Fund
     Robert Worth Family Fund                    $416.89   Robert Worth Family Fund                                  Phoenix Bursary Fund                      $35,000.00    Anne’s Social Justice Fund
     Young Parents Support Network             $3,500.00   Victoria Foundation Community Fund, Island Parent
                                                                                                                     Project Literacy Victoria                  $2,500.00    Anonymous Fund
                                                           Fund
     Youth in Philanthropy - Belmont Community                                                                       Prostitutes Empowerment
       Connections Endowment Fund           $500.00        Victoria Foundation Youth in Philanthropy                    Education Resource Society              $1,481.96    Dr. Margaret Mann & Dr. Michael Kovacs Fund
                                                           Endowment Fund                                            Rock Solid Foundation                     $15,000.00    Hugh & Helen Mogensen Fund, Orion Fund
     Youth in Philanthropy - Frances Kelsey                                                                          Royal Roads University Foundation         $15,000.00    Victoria Foundation Community Fund
       Secondary Endowment Fund                 $500.00    Victoria Foundation Youth in Philanthropy                 Salt Spring Island Society for
                                                           Endowment Fund                                               Community Education                    $5,000.00     Victoria Foundation Community Fund
     Youth in Philanthropy - Oak Bay
                                                                                                                     SJ Willis Alternative School                $600.00     Zoe Licastro Memorial Award Fund
       Youth Outreach Endowment Fund            $500.00    Victoria Foundation Youth in Philanthropy
                                                           Endowment Fund                                            University of Manitoba                       $211.40    Bayberry Fund
     Youth in Philanthropy - Reynolds                                                                                University of Toronto                     $5,000.00     Marv Holland Flow-Through Fund
       Secondary Youth in Philanthropy          $500.00    Victoria Foundation Youth in Philanthropy                 University of Victoria                    $21,178.75    Ethel Dent Banks & Margaret Maunsell Endowment
                                                           Endowment Fund                                                                                                    Fund, Col. R.O. Bull Fund, Donald N. Gain Fund,
     Youth in Philanthropy - St. Michaels                                                                                                                                    Norval Schroeder Fund, Daisie Thirlwall Scholarship
       University School Endowment Fund         $500.00    Victoria Foundation Youth in Philanthropy                                                                         Fund, Victoria Foundation Community Fund
                                                           Endowment Fund                                            University of Victoria -
     Youth in Philanthropy - Vic High Youth Supporting                                                                 University 101 / 102                    $14,000.00    Willard & Elva Dawson Fund, Anne McLaughlin Fund,
       Community Endowment Fund                $500.00     Victoria Foundation Youth in Philanthropy                                                                         Victoria Foundation Community Fund
                                                           Endowment Fund                                            Vancouver School of Theology          $5,000.00         Anne’s Social Justice Fund, Phoenix Bursary Fund
     Youth Parliament of BC Alumni Society     $6,242.18   Victoria Foundation Community Fund, Youth in
                                                                                                                     Victoria Chinese Heritage Foundation    $300.00         Lee Mong Kow Fund
                                                           Philanthropy - Oak Bay Youth Outreach Endowment
                                                           Fund, Youth Parliament of BC Fund                         Victoria Foundation Community Fund $19,727.14           Donald and Evelyn MacLean Fund
     Zonta Club of Victoria Fund                $454.31    Zonta Club of Victoria Fund                               Victoria READ Society                  $1,921.54        Victoria READ Society Fund for Literacy
                                                                                                                     Victoria Society for Educational
                                                                                                                        Alternatives                      $10,540.00         Fiona Hyslop Fund, Willard & Elva Dawson Fund
     education
     Value Statement: The Victoria Foundation funds projects that enhance the quality and
     accessibility of lifelong learning and educational opportunities for all ages throughout                        environment
     our region.                                                                                                     Value Statement: The Victoria Foundation funds projects that support and encourage
                                                                                                                     resolution and prevention to environmental and wildlife issues in our region.
     Grantee                              Grants Total     Fund
     BC Land Surveyors Foundation             $600.00      BC Land Surveyors Foundation/Roy Goldfinch                Grantee                           Grants Total          Fund
                                                           Memorial Fund                                             Canadian Environmental
     Brentwood College School                   $546.75    Col. R.O. Bull Fund                                         Grantmakers’ Network               $3,500.00          McConnell Environmental Fund
     Brooks Secondary School, Powell                                                                                 Canadian Wildlife Federation Inc.    $1,125.00          Willard & Elva Dawson Fund, Pilgern Fund
        River Scholarship Council               $600.00    Switzer Finkel Endowed Scholarship Fund                   David Suzuki Foundation             $15,000.00          Dr. Roy and Mrs. Ellen Sutherland Fund
                                                                                                                     Energy Probe Research Foundation     $1,000.00          Dr. Roy and Mrs. Ellen Sutherland Fund
     Camosun College Foundation               $68,638.92   Edward Joseph Harrison Fund for Camosun
                                                                                                                     Galiano Conservancy Association      $9,000.00          LEAD Grants Fund, Victoria Foundation Environment
                                                           College, Donald and Evelyn MacLean Fund, Victoria
                                                                                                                                                                             Fund
                                                           Horticultural Society - Jill Stewart-Bowen Scholarship
                                                                                                                     Greater Victoria Compost
                                                           Fund, Victoria Horticultural Society - Scholarship Fund
                                                                                                                       Education Centre                        $6,200.00     Victoria Foundation Environment Fund
     The Children’s Museum of
       Victoria Association                   $8,000.00    Victoria Foundation Community Fund
     Christ Church Cathedral
       Educational Society                     $2,344.00   Robert and Jane Rogers Fund
29                                                                                                                                                                                                                                 30
     Grantee                                Grants Total   Fund                                                     Grantee                                 Grants Total    Fund
     Habitat Acquisition Trust                $37,184.75   ALACS Fund, Habitat Acquisition Trust Foundation         Anti-dote Multi-racial Girls and
                                                           Fund, HAT Matson Lands Endowment Fund,                      Women’s Network                         $3,000.00    LEAD Grants Fund
                                                           McConnell Environmental Fund, Outdoor Club of            Arthritis Society                         $42,969.77    Edmund Alan Larkin & Edith Margaret Larkin Trust,
                                                           Victoria Fund, Victoria Foundation Community Fund,                                                               Per Ardua Fund
                                                           Youth in Philanthropy - Vic High Youth Supporting        BC Cancer Foundation                      $31,453.44    Anne’s Social Justice Fund, James & Diana Black
                                                           Community Endowment Fund, Woodsome Fund                                                                          Fund, James & Inez Hibbard Fund, Walter Thomas,
     Horticulture Centre of the Pacific          $742.29   Ann’s Garden Fund, Horticulture Centre of the Pacific                                                            Sarah & Leslie John Lavender Memorial TrustSmart
     INE - Dogwood Initiative                  $2,000.00   Dr. Roy and Mrs. Ellen Sutherland Fund                                                                           Melanoma Society, Youth in Philanthropy - St.
     Island Wildlife Natural Care Centre         $128.05   James & Diana Black Fund                                                                                         Michaels University School Endowment Fund
     Islands Trust Fund                        $4,381.74   Ruby Alton Property Endowment Fund                       BC Children’s Hospital Foundation        $60,000.00     Solás Fund
     Kludahk Outdoor Club                      $7,500.00   Victoria Foundation Community Fund, Orion Fund           BC Families in Transition                $10,000.00     Victoria Foundation Community Fund
     Marine Ecology Station                    $2,500.00   Peninsula Foundation Society Fund                        BC Guide Dog Services                      $2,978.49    Irene Lyttle Fund
     Nature Conservancy Canada                   $339.45   Bayberry Fund, James & Diana Black Fund                  BC Lions Society For Children             $14,779.17    Louisa M. Jarvie Memorial Trust, Nellis Roy Moyer &
     New Marine Centre Society                $59,834.53   Pass Through Grants Fund, Peninsula Foundation                                                                   Mary Elizabeth Moyer Memorial Trust, Rheta May
                                                           Society Fund                                                                                                     Pederson Memorial Trust Fund
     Pacific Salmon Foundation                  $236.82    Pacific Salmon Conservation Fund                         BC Paraplegic Association -
     Peninsula Foundation Society Fund         $2,819.00   Murray and Lynda Farmer Fund                               Vancouver Island South                    $644.87     United Commercial Travellers’ Fund
     Peninsula Streams Society                $11,000.00   Victoria Foundation Environment Fund, Woodsome           BC Schizophrenia Society                   $6,609.98    BC Schizophrenia Society - Victoria Branch
                                                           Fund                                                                                                             Endowment Fund
     Pollution Probe Foundation                $1,000.00   Dr. Roy and Mrs. Ellen Sutherland Fund                   BCAA Traffic Safety Foundation            $8,000.00     Ernest & Hazel Kay Fund for Seniors
     Rocky Point Bird Observatory              $1,465.03   Rocky Point Bird Observatory Fund                        Beacon Community Services                 $2,500.00     Ernest & Hazel Kay Fund for Seniors
     Salt Spring Island Conservancy              $507.49   Salt Spring Island Conservancy Endowment Fund            Bridges for Women Society                 $4,800.00     Victoria Foundation Community Fund
     Salt Spring Trail and Nature Club         $5,000.00   Orion Fund                                               Broadmead Care Foundation                 $18,417.53    ALACS Fund, Cranmere (Holloway/Varder) Trust,
     Saturna Ecological Education Centre,                                                                                                                                   Ernest & Hazel Kay Fund for Seniors, Miles Hadham
        School District 64                     $6,540.00   Willard & Elva Dawson Fund, Victoria Foundation                                                                  Nicholl Foundation
                                                           Community Fund                                           Camosun College Foundation                $10,000.00    Victoria Foundation Community Fund
     Sierra Club of BC Foundation              $2,500.00   LEAD Grants Fund, Youth in Philanthropy - Vic High       Canadian Cancer Society                    $3,636.75    Nellis Roy Moyer & Mary Elizabeth Moyer Memorial Trust
                                                           Youth Supporting Community Endowment Fund                Canadian Council of the Blind              $6,000.00    Victoria Foundation Community Fund
     Stream of Dreams Murals Society         $3,000.00     Victoria Foundation Environment Fund                     Canadian Cystic Fibrosis Foundation -
     T. Buck Suzuki Environmental Foundation $5,000.00     Victoria Foundation Environment Fund                       Victoria Chapter                          $400.00     Youth in Philanthropy - St. Michaels University School
     TLC, The Land Conservancy of BC                                                                                                                                        Endowment Fund
         Endowment Fund                      $1,000.00     Anne’s Social Justice Fund                               Canadian Feed the Children                  $500.00     Anne’s Social Justice Fund
     TLC, The Land Conservancy of BC        $49,214.45     Bayberry Fund, Sheila J. Henley Fund, Pass Through       Canadian Food for Children                $25,000.00    Pass Through Grants Fund
                                                           Grants Fund, Outdoor Club of Victoria Fund, TLC,         Canadian Hunger Foundation                  $500.00     Anne’s Social Justice Fund
                                                           Ours Forever Endowment Fund, TLC, The Land               Canadian Mental Health Association
                                                           Conservancy of BC Endowment Fund, Alistair S.              Victoria Branch                          $5,410.32    Rheta May Pederson Memorial Trust Fund
                                                           Thomson Fund                                             Canadian National Institute
     University of Victoria               $15,000.00       Anonymous Fund                                             for the Blind                           $18,273.49    Anonymous Fund, Nellis Roy Moyer & Mary
     Victoria Foundation Environment Fund $34,311.90       Thomas and Lori Burley Family Fund, Willard & Elva                                                               Elizabeth Moyer Memorial Trust, Victoria Foundation
                                                           Dawson Fund, Orion Fund, Outdoor Club of Victoria Fund                                                           Community Fund
     Victoria Immigrant & Refugee                                                                                   Canadian Red Cross Society                $10,223.87    Anne’s Social Justice Fund, Anonymous Fund,
        Centre Society                         $7,500.00   Victoria Foundation Environment Fund                                                                             Edmund Alan Larkin & Edith Margaret Larkin Trust
     West Coast Environmental Law              $2,000.00   Dr. Roy and Mrs. Ellen Sutherland Fund                   Capital Families Association          $4,500.00         Ernest & Hazel Kay Fund for Seniors
     Wild ARC                                  $1,000.00   Youth in Philanthropy - Frances Kelsey Secondary         Capital Mental Health Association    $34,245.90         Per Ardua Fund
                                                           Endowment Fund & Vic High Youth Supporting               Child Abuse & Prevention Counselling
                                                           Community Endowment Fund                                   Society of Greater Victoria        $59,000.00         Anonymous Fund, NRS Foundation, Sun Star Fund,
     World Wildlife Fund                       $3,636.75   Nellis Roy Moyer & Mary Elizabeth Moyer Memorial Trust                                                           Woodsome Fund, Youth in Philanthropy - Belmont
                                                                                                                                                                            Community Connections Endowment Fund
                                                                                                                    Children’s Emergency Foundation             $500.00     Anne’s Social Justice Fund
     health & recreation                                                                                            Children’s Respite Support Society          $800.00     Youth in Philanthropy - Oak Bay Youth Outreach
     Value Statement: The Victoria Foundation funds projects that promote and advance the                                                                                   Endowment Fund
     physical and mental well-being of individuals and families throughout our region.                              Clements Centre Society                   $10,000.00    Goodwill Enterprises Perpetual Trust Fund
        The Victoria Foundation is guided by a social determinants of health perspective that                       Pat Coverdale Fund                            $33.97    Pat Coverdale Fund
     acknowledges that an individual’s health is determined by the economic and social conditions                   Cowichan Therapeutic Riding
     under which people live. Social determinants of health have been recognized by several                            Association                            $24,871.20    Cowichan Therapeutic Riding Association
     health organizations including the Public Health Agency of Canada and the World Health                                                                                 Endowment Fund
     Organization to greatly influence collective and personal well-being. Virtually all major                      Cowichan Valley Hospice Society            $9,800.00    ALACS Fund, Helen May Noxon Fund
     diseases are primarily determined by specific exposures to these conditions. Some of the                       Cowichan Therapeutic Riding
     broad determinants of health include: Income and social status; education and literacy;                          Association Endowment Fund               $2,972.96    Cowichan Therapeutic Riding Association
     employment working conditions; access to social support networks and others.                                                                                           Endowment Fund
                                                                                                                    Cridge Centre for the Family               $4,000.00    Ernest & Hazel Kay Fund for Seniors
     Grantee                             Grants Total      Fund
                                                                                                                    Crystal Meth Society of BC                 $6,000.00    LEAD Grants Fund
     ALS Society of BC, Victoria Chapter     $644.87       United Commercial Travellers’ Fund
                                                                                                                    Doctors Without Borders                    $6,700.00    Anne’s Social Justice Fund, Cranmere (Holloway/
     Alzheimer Society of BC -
                                                                                                                                                                            Varder) Trust, Pass Through Grants Fund
        Greater Victoria Resource Centre      $288.94      Alzheimer Society of BC Capital Region Fund
                                                                                                                    Errington Therapeutic Riding Association $4,000.00      Goodwill Enterprises Perpetual Trust Fund
     Alzheimer Society of BC Capital
                                                                                                                    Fairfield Community Association          $15,150.00     Anonymous Fund, Island Parent Fund, Victoria
        Region Fund                          $500.00       Anne’s Social Justice Fund
                                                                                                                                                                            Foundation Community Fund
     Alzheimer Society of BC               $15,000.00      ALACS Fund, Victoria Foundation Community Fund,
                                                                                                                    Family Caregivers Network Society             $441.60   Family Caregivers’ Network Society Fund
                                                           Woodsome Fund
                                                                                                                    FASD Community Circle Society Fund            $136.14   FASD Community Circle Society Fund
     Anawim Companions Society                $26,000.00   Pass Through Grants Fund, Michael & Anne Tyler
                                                                                                                    Firefighters’ Burn Fund of Greater Victoria $2,250.00   Rudi & Sylvia Hoenson Foundation, Youth in
                                                           Fund for the Arts
                                                                                                                                                                            Philanthropy - Reynolds Secondary Endowment Fund
31                                                                                                                                                                                                                                   32
     Grantee                              Grants Total        Fund                                               Grantee                            Grants Total       Fund
     GO Rowing & Paddling Association                                                                            Umbrella Foundation for Addictions
         of Canada                           $5,000.00        Orion Fund                                           and Mental Health Fund              $9,786.66       Umbrella Foundation for Addictions and Mental
     Greater Victoria Eldercare Foundation $21,800.00         Helen May Noxon Fund, Pass Through Grants Fund                                                           Health Fund
     Greenwoods Foundation                  $16,000.00        ALACS Fund, Ernest & Hazel Kay Fund for Seniors    University of Victoria, Faculty of
     Heart & Stroke Foundation of BC & Yukon $5,410.32        Rheta May Pederson Memorial Trust Fund               Human & Social Development            $10,000.00    Victoria Foundation Community Fund
     Help Fill a Dream Foundation of Canada $2,000.00         Sidney R. and Gladys L. Sharman Foundation         University of Victoria -
     Island Pastoral Services Association     $500.00         Anne’s Social Justice Fund                           Department of Psychology             $150,000.00    Pass Through Grants Fund
     Island Sexual Health Society            $5,000.00        Victoria Foundation Community Fund                 University of Victoria -
     James Bay Health & Community Services $12,216.00         Ernest & Hazel Kay Fund for Seniors, Belsonia        Assistive Technology Team           $750,000.00     Pass Through Grants Fund
                                                              Bogatin Paul & Frank Paul Foundation               Vancouver Island Addiction
     Lady Minto Gulf Islands                                                                                       & Recovery Society                      $400.00     Victoria Foundation Youth in Philanthropy
        Hospital Foundation                  $5,000.00        Anonymous Fund                                     Vancouver Island Cancer Centre -
     L’Arche London                          $5,000.00        Pass Through Grants Fund                             BC Cancer Agency                      $65,462.23    Anonymous Fund (2), Brennan-Spano Family
     Leukemia Research Fund of Canada          $700.00        Cranmere (Holloway/Varder) Trust                                                                         Foundation, Isabella Vera Deakin Fund, Steven
     Lions of BC Hearing Conservation Society $500.00         Peninsula Foundation Society Fund                                                                        Norman Memorial Fund, Helen May Noxon Fund,
     Mount St. Mary Foundation              $13,000.00        Rudi & Sylvia Hoenson Foundation, Helen May                                                              Henry & Marian Thiel Family Trust
                                                              Noxon Fund                                         Vancouver Island Kids Klub
     Mount Washington Ski Patrol Association$5,000.00         Anonymous Fund                                       Centre Society                        $21,200.00    ALACS Fund, , William, Laura and Christopher Cook
     MS Society Tomorrow Fund                $250.00          Anne’s Social Justice Fund                                                                               Memorial Fund, Orion Fund
     Multiple Sclerosis Society of Canada                                                                        Vancouver Island MS Society             $1,786.20     MS Society Tomorrow Fund
       Capital Region Chapter              $18,500.00         Anonymous Fund (2), Victoria Foundation            Vancouver Island P.A.R.T.Y. Program     $8,500.00     Victoria Foundation Community Fund
                                                              Community Fund                                     Vancouver Island Prostate Cancer
     Muscular Dystrophy Canada -                                                                                    Research Foundation                   $500.00      Founders Trust
       Western Region                            $47,567.44   LEAD Grants Fund, Emily Elizabeth Stoneham Fund    Victoria Association for Community Living $917.53     United Commercial Travellers’ Fund, Winifred Clark
     Mustard Seed Street Church                  $11,563.70   Alexandra Fund, James & Inez Hibbard Fund,                                                               Foundation
                                                              Pass Through Grants Fund, Dr. Roy and Mrs. Ellen   Victoria Conservatory of Music          $37,950.00    Goodwill Enterprises Perpetual Trust Fund, Youth
                                                              Sutherland Fund, United Commercial Travellers’                                                           in Philanthropy - Reynolds Secondary Endowment
                                                              Fund, Youth in Philanthropy - Vic High Youth                                                             Fund
                                                              Supporting Community Endowment Fund                Victoria Hospice & Palliative
     Nanaimo & District Hospital Foundation $2,000.00         Sidney R. and Gladys L. Sharman Foundation            Care Foundation                     $229,521.21    Anonymous Fund (2), James & Diana Black Fund,
     Nanaimo Community Gardens Society $5,000.00              Goodwill Enterprises Perpetual Trust Fund                                                                Cranmere (Holloway/Varder) Trust, Willard & Elva
     Oak Bay Sea Rescue                     $1,000.00         Anonymous Fund                                                                                           Dawson Fund, Eric E. & Marguerite M. Hall Memorial
     Operation Eyesight Universal             $700.00         Cranmere (Holloway/Varder) Trust                                                                         Fund, James & Inez Hibbard Fund, Rudi & Sylvia
     Outdoor Club of Victoria Fund           $500.00          Pass Through Grants Fund                                                                                 Hoenson Foundation, Edmund Alan Larkin & Edith
     Powell River Therapeutic                                                                                                                                          Margaret Larkin Trust, Helen May Noxon Fund,
       Riding Association                  $15,000.00         Anonymous Fund, Goodwill Enterprises Perpetual                                                           Patricia Oliver Fund, Pass Through Grants Fund, Solás
                                                              Trust Fund                                                                                               Fund, Victoria Hospice & Palliative Care Foundation -
     Power to Be: Adventure                                                                                                                                            Education Endowment, Victoria Hospice & Palliative
       Therapy Society                           $24,075.00   City of Victoria Governor General’s Youth Legacy                                                         Care Foundation - General Endowment, Victoria
                                                              Fund, Hugh & Helen Mogensen Fund, Victoria                                                               Hospice & Palliative Care Foundation - Operations Fund
                                                              Foundation Community Fund                          Victoria Hospice & Palliative Care Foundation -
     Queen Alexandra Foundation                                                                                     General Endowment                       $500.00    Anne’s Social Justice Fund
       for Children                              $92,396.55   Louisa M. Jarvie Memorial Trust, Edmund Alan       Victoria Hospitals Foundation           $207,956.11   ALACS Fund, Anonymous Fund, James & Diana
                                                              Larkin & Edith Margaret Larkin Trust, Walter                                                             Black Fund, Cranmere (Holloway/Varder) Trust, Pass
                                                              Thomas, Sarah & Leslie John Lavender Memorial                                                            Through Grants Fund, Henry & Marian Thiel Family
                                                              Trust, Rheta May Pederson Memorial Trust                                                                 Trust
                                                              Fund, Emily Elizabeth Stoneham Fund, Youth in      Victoria Marine Rescue Society        $11,095.00      Anonymous Fund (3)
                                                              Philanthropy - Belmont Community Connections       Victoria Women’s Sexual Assault Centre $4,191.61      Women’s Sexual Assault Centre Fund
                                                              Endowment Fund & St. Michaels University School    Victoria Women’s Transition
                                                              Endowment Fund                                        House Society                      $14,359.70      Hummingbird Fund, Orion Fund, United Commercial
     Rose Manor                                   $5,410.32   Rheta May Pederson Memorial Trust Fund                                                                   Travellers’ Fund, Victoria Women’s Transition House
     S.A.L.T.S. Sail and Life Training Society   $13,000.00   Alistair S. Thomson Fund, Victoria Foundation                                                            Society Fund, Youth in Philanthropy - Belmont
                                                              Community Fund                                                                                           Community Connections Endowment Fund, Zonta
     Saanich Peninsula Hospital                     $505.58   Saanich Peninsula General Hospital Fund                                                                  Club of Victoria / Olga Bartello Fund
     Saturna Recreation Centre Society            $7,500.00   Victoria Foundation Community Fund                 Victoria Women’s Transition
     Scouts Canada - Cascadia Council            $15,000.00   Victoria Foundation Community Fund,                   House Society Fund                    $1,271.23    Victoria Women’s Transition House Society Fund
                                                              Woodsome Fund                                      World Vision Canada                       $500.00     Anne’s Social Justice Fund
     Scouts Canada - Vancouver                                                                                   Y.A.N.A. Fund Society                    $1,861.00    The Planning Centre Millennium Trust Fund
       Island Centennial Patrol                   $5,301.00   Victoria Foundation Community Fund,                YM/YWCA of Greater Victoria              $4,372.57    YM/YWCA of Victoria Endowment Fund
                                                              Anonymous Fund
     Shekinah Homes Society                   $100.00         Anne’s Social Justice Fund
     Sidney Lions Food Bank                 $5,000.00         Pass Through Grants Fund
     Silken’s ActiveKids Movement           $5,000.00         Anonymous Fund
     Silver Threads Service/Meals On Wheels $3,636.75         Nellis Roy Moyer & Mary Elizabeth Moyer
                                                              Memorial Trust
     Special Olympics British
         Columbia Oceanside                       $4,000.00   Goodwill Enterprises Perpetual Trust Fund
     St. Joseph’s Hospital Foundation             $1,018.00   Pink Salmon Fund
     Stephen Lewis Foundation                    $10,000.00   Pass Through Grants Fund
     The First Open Heart Society of BC           $4,361.94   Edmund Alan Larkin & Edith Margaret Larkin Trust
     UBC & VGH Hospital Foundation               $10,000.00   Pass Through Grants Fund
33                                                                                                                                                                                                                              34
                                                                              HOS T E D OR G A NI ZAT I ON F U NDS
                                                                              Fund Name                                     Market Value      Grants in   Grant Recipients
                                                                                                                            at Dec 31, 2007   2007



     FUnD                                                                     Alzheimer Society of BC Capital Region
                                                                              Fund
                                                                              Art Gallery of Greater Victoria – BC Arts
                                                                                                                            $7,427.00


                                                                                                                            44,442.78
                                                                                                                                              $288.94


                                                                                                                                              1,811.93
                                                                                                                                                          Alzheimer Society of BC – Greater
                                                                                                                                                          Victoria Resource Centre
                                                                                                                                                          Art Gallery of Greater Victoria



     BALAnCeS
                                                                              Renaissance Fund
                                                                              Art Gallery of Greater Victoria – Gallery     728,441.19        32,187.82   Art Gallery of Greater Victoria
                                                                              Art Acquisition Fund
                                                                              Art Gallery of Greater Victoria               297,253.31        2,926.25    Art Gallery of Greater Victoria
                                                                              Foundation – Capital Campaign Fund                                          Foundation
     fund types Within the foundation’s                                                                                                       11,217.17   Art Gallery of Greater Victoria
     endoWed assets:                                                                                                                                      Foundation – Capital Campaign Fund
                                                                              Art Gallery of Greater Victoria Foundation    957,674.58        47,270.89   Art Gallery of Greater Victoria
     •  Hosted Organization funds are typically a charity’s fund and the      – Endowment Fund – Art Acquisition                                          Foundation
                                                                              Art Gallery of Greater Victoria Foundation    2,372,108.76      96,452.77   Art Gallery of Greater Victoria
       annual returns are periodically disbursed back to that organization.   – Endowment Fund – General                                                  Foundation
                                                                              BC Kiwi Fruit Growers Bursary Fund            20,366.83         –           No grants in 2007
     •  Designated funds are granted to specific, named charities.
                                                                              BC Land Surveyors Foundation University       19,958.38         –           No grants in 2007
                                                                              of New Brunswick Scholarship Fund
     •  Donor Advised funds are normally established by individuals
         
                                                                              BC Schizophrenia Society – Victoria           161,165.79        6,609.98    BC Schizophrenia Society
       and families who wish to remain involved in granting decisions and     Branch Endowment Fund
                                                                              Beckley Farm Lodge Fund                       72,551.99         3,166.73    Beckley Farm Lodge Fund
       may disburse grants annually.
                                                                              Belfry Theatre Society Fund – BC Arts         170,134.38        6,553.64    Belfry Theatre Society
                                                                              Renaissance
     •  Discretionary funds provide grants as determined by a
                                                                              Bill Burrill Fund for Together Against        6,426.92          –           No grants in 2007
                                                                              Poverty Society
       volunteer committee process. The Board of the Victoria
                                                                              Canadian College of Performing Arts           75,009.25         2,109.47    Canadian College of Performing Arts
       Foundation formally approves all grants from all funds.                Fund (BC Renaissance)
                                                                              Canadian Public Relations Society –           50,771.48         2,121.77    Communications & Public Relations
                                                                              Vancouver Island Legacy Fund                                                Foundation
                                                                              Capital Families Association Fund             6,132.67          162.69      Capital Families Association Fund
                                                                              Cowichan Therapeutic Riding                   73,056.56         24,871.20   Cowichan Therapeutic Riding
                                                                              Association Endowment Fund                                                  Association
                                                                                                                                              2,972.96    Cowichan Therapeutic Riding
     total assets under management                                                                                                                        Association Endowment Fund
                                                                              Craigdarroch Castle Endowment Fund            70,839.17         2,588.86    Craigdarroch Castle Historical Museum
                                                                                                                                                          Society
       Discretionary 15.81%
                                                                              Craigdarroch Castle Estate Restoration Fund   152,551.15        6,495.52    Craigdarroch Castle Endowment Fund
       hosted Organization 6.86%                                              Dance Victoria Endowment Fund                 35,336.64         740.00      Dance Victoria Society

       Designated 15.41%                                                      DanceWorks Scholarship Endowment Fund         23,052.73         1,043.21    Greater Victoria DanceWorks Association
                                                                              Duke of Edinburgh's Award Program Fund        300,030.42        12,663.43   Duke of Edinburgh's Award Program
       Donor Advised 15.9%                                                    Early Music Endowment Fund                    74,248.56         2,160.34    Early Music Society of the Islands

       Pass Through 1.34%                                                     Engineering Institute of Canada (EIC)         33,722.96         939.44      Engineering Institute of Canada
                                                                              Scholarship Endowment Fund                                                  Scholarship Society (EIC)
       Retractable hosted Orgs. 5.56%                                         Esperanto Global Auxiliary Language Fund      43,428.66                     No grants in 2007
                                                                              Family Caregivers' Network Society            9,310.57          441.60      Family Caregivers’ Network Society
       Special Projects 7.57%
                                                                              First Unitarian Church of Victoria            68,629.01                     Grants are anonymous
       Irving K Barber Society 27.98%                                         Foundation
                                                                              Friends of the Military Resource Centre       6,304.04          268.26      CFB Esquimalt Military Family Resource
       Trust Assets 3.57%                                                     of CFB Esquimalt                                                            Centre
                                                                              Greater Victoria Public Library Fund          227,277.78        9,383.73    Greater Victoria Public Library
                                                                              GVYO/Stuart Knussen Endowment Fund            129,404.28        2,597.38    Greater Victoria Youth Orchestra
                                                                              Habitat Acquisition Trust Foundation Fund     53,289.93         2,082.74    Habitat Acquisition Trust
                                                                              HAT Matson Lands Endowment Fund               96,731.82         4,039.66    Habitat Acquisition Trust
                                                                              Horticulture Centre of the Pacific            6,464.09          272.82      Horticulture Centre of the Pacific
                                                                              James Bay United Church Fund                  239,867.87        20,000.00   James Bay United Church
                                                                              Kiwanis Pavilion Endowment Fund               51,483.80         –           No grants in 2007
35                                                                                                                                                                                                  36
     Fund Name                                      Market Value      Grants in   Grant Recipients                             Fund Name                                     Market Value      Grants in    Grant Recipients
                                                    at Dec 31, 2007   2007                                                                                                   at Dec 31, 2007   2007
     Leadership Victoria Visions Endowment Fund     $3,285.09         $183.00     Leadership Victoria Visions Endowment Fund   Victoria Hospice & Palliative Care            $289,317.74       $12,776.23   Victoria Hospice & Palliative Care
                                                                                                                               Foundation – Education Endowment                                             Foundation
                                                                      250.00      Our Place Society
     Learning Disabilities Association of BC –      5,957.96          192.85      Learning Disabilities Association of BC      Victoria Hospice & Palliative Care            1,352,946.48      59,116.18    Victoria Hospice & Palliative Care
     Vancouver Island Chapter Bursary Fund                                                                                     Foundation – General Endowment                                               Foundation

     Leslie and Murray Glazier Victoria             52,984.22         1,800.00    Victoria Symphony Society                    Victoria Hospice & Palliative Care            1,345,306.85      80,081.53    Victoria Hospice & Palliative Care
     Symphony Young Musicians Fund                                                                                             Foundation – Operations Fund                                                 Foundation

     MS Society Tomorrow Fund                       42,229.53         1,786.20    Vancouver Island MS Society                  Victoria READ Society Fund for Literacy       45,160.47         1,921.54     Victoria READ Society

     Oak Bay Heritage Foundation                    22,683.00         1,053.28    Oak Bay Heritage Foundation                  Victoria Symphony Fund – BC                   57,069.11         2,405.65     Victoria Symphony Society
     Endowment Fund                                                                                                            Renaissance

     Oak Bay Volunteer Services Fund                350,766.45        14,444.66   Oak Bay Volunteer Services Society           Victoria Theatre Guild Fund                   146,201.57        5,638.87     Victoria Theatre Guild / Langham Court
                                                                                                                                                                                                            Theatre
     Pacific Opera Victoria Arts Renaissance Fund   959,807.31        16,529.12   Pacific Opera Victoria
                                                                                                                               Victoria Women's Transition House             42,628.77         647.83       Victoria Women's Transition House Society
     Pacific Opera Victoria Foundation              1,035,614.41      20,501.11   Pacific Opera Victoria                       Society Fund
     Pacific Salmon Conservation Fund               5,821.96          236.82      Pacific Salmon Conservation Fund                                                                             1,271.23     Victoria Women's Transition House
     Peninsula Foundation Society Fund              243,700.59        500.00      Lions of BC Hearing Conservation                                                                                          Society Fund
                                                                                  Society                                      Winifred Clark Foundation                     6,460.35          272.66       Victoria Association for Community Living
                                                                      2,500.00    Marine Ecology Station                       Women's Sexual Assault Centre Fund            14,577.51         4,191.61     Victoria Women's Sexual Assault Centre
                                                                      2,819.00    New Marine Centre Society                    Work Streams Employment Society               46,177.98         –            No grants in 2007
                                                                      2,000.00    Sidney & North Saanich Memorial Park         Endowment Fund
                                                                                  Society                                      YM/YWCA of Victoria Endowment Fund            103,598.45        4,372.57     YM/YWCA of Greater Victoria
                                                                      2,000.00    Sidney Concert Society                       Zonta Club of Victoria / Olga Bartello Fund   29,219.31         1,317.00     Victoria Women's Transition House Society
     Richard Margison Fund for Opera Studio         48,485.07         1,510.90    Victoria Conservatory of Music               Zonta Club of Victoria Fund                   12,071.96         454.31       Zonta Club of Victoria Fund
     Rocky Point Bird Observatory Fund              34,434.68         1,465.03    Rocky Point Bird Observatory
     Royal BC Museum Endowment Fund                 1,737,606.26      55,677.72   Friends of the Royal British Columbia        DES I G NAT E D F U NDS
     (BC Arts)                                                                    Museum Foundation                            Fund Name                                     Market Value      Grants in    Grant Recipients
     Ruby Alton Property Endowment Fund             104,910.59        4,381.74    Islands Trust Fund                                                                         at Dec 31, 2007   2007

     Saanich Volunteer Services Fund                15,907.29         671.43      Saanich Volunteer Services Society           Abbeyfield Heritage Housing Society Fund      $38,890.20        $1,641.42    Abbeyfield Heritage Housing Society

     Salt Spring Island Conservancy                 11,927.29         507.49      Salt Spring Island Conservancy               Ann’s Garden Fund                             12,073.87         469.47       Horticulture Centre of the Pacific
     Endowment Fund                                                                                                            APM Fund for the Arts                         29,634.32         –            No grants in 2007
     Sanscha Community Cultural Centre              485,667.14        2,503.42    Sanscha Community Cultural Centre            Ethel Dent Banks & Margaret Maunsell          14,264.37         541.00       University of Victoria
     Foundation for Arts                                                          Foundation                                   Endowment Fund
     Sidney Classical Orchestra Fund                9,841.13          –           No grants in 2007                            Mary Elizabeth Bayer Heritage Fund            12,930.49         1,125.00     Victoria Medical Heritage Society
     TLC, Ours Forever Endowment Fund               135,320.14        5,614.37    TLC, The Land Conservancy of BC              BC Land Surveyors Foundation/Roy              23,407.19         600.00       BC Land Surveyors Foundation
     TLC, The Land Conservancy of BC                461,445.13        16,898.49   TLC, The Land Conservancy of BC              Goldfinch Memorial Fund
     Endowment Fund                                                                                                            Col. R.O. Bull Fund                           64,769.02         546.75       Boys & Girls Club Services of Greater Victoria
     Umbrella Foundation for Addictions and         240,664.47        9,786.66    Umbrella Foundation for Addictions and                                                                       546.75       Brentwood College School
     Mental Health Fund                                                           Mental Health Fund
                                                                                                                                                                                               546.75       University of Victoria
     United Commercial Travellers' Fund             96,937.75         644.87      ALS Society of BC, Victoria Chapter
                                                                                                                                                                                               1,093.49     Victoria Foundation Operations Fund
                                                                      644.87      BC Paraplegic Association – Vancouver
                                                                                                                               Pat Coverdale Fund                            543.20            33.97        Pat Coverdale Fund
                                                                                  Island South
                                                                                                                               Isabella Vera Deakin Fund                     1,344,168.75      25,003.55    Church of St. Mary the Virgin
                                                                      644.87      Mustard Seed Street Church
                                                                                                                                                                                               25,003.55    Vancouver Island Cancer Centre – BC
                                                                      644.87      Our Place Society
                                                                                                                                                                                                            Cancer Agency
                                                                      644.87      Victoria Association for Community Living
                                                                                                                               Susan Englebert Fund for the Arts             48,578.25         1,000.00     The Octa Collective Society
                                                                      644.87      Victoria Women's Transition House Society
                                                                                                                               Agnes Nancy Ferguson Fund                     579,197.20        24,190.38    Victoria Foundation Operations Fund
     Vic High Titans Fund                           28,762.59         –           No grants in 2007
                                                                                                                               Blair and Una H. Ferguson Fund                5,514.71          222.86       Victoria Foundation Community Fund
     Victoria Concert Hall Fund                     56,934.29         2,227.34    Victoria Concert Hall Fund
                                                                                                                                                                                               334.30       Victoria Foundation Youth in Philan-
     Victoria Conservatory of Music Fund            852,479.10        19,424.46   Victoria Conservatory of Music                                                                                            thropy Endowment Fund
     Victoria Film Festival Fund – BC Arts          29,544.72         1,204.56    Victoria Film Festival Fund – BC Arts        Founders Trust                                8,768.06          500.00       Vancouver Island Prostate Cancer
     Renaissance                                                                  Renaissance                                                                                                               Research Foundation
     Victoria Foundation Administration Fund        224,788.97        9,363.25    Victoria Foundation Administration Fund      Friends and Alumni of Oak Bay                 21,656.25         500.00       Oak Bay Secondary School
     Victoria Horticultural Society – Jill          31,844.52         800.00      Camosun College Foundation                   Secondary School Fund
     Stewart-Bowen Scholarship Fund                                                                                            Donald N. Gain Fund                           217,376.91        2,909.48     Art Gallery of Greater Victoria
                                                                      800.00      Horticulture Centre of the Pacific                                                                           2,909.48     University of Victoria
     Victoria Horticultural Society –               21,076.68         400.00      Camosun College Foundation                                                                                   2,909.48     Victoria Symphony Society
     Scholarship Fund
                                                                                                                               EGW & MW Fund                                 96,839.61         –            No grants in 2007
                                                                      400.00      Horticulture Centre of the Pacific
37                                                                                                                             Goolden Fund                                  297,876.89        12,295.13    Victoria Conservatory of Music                   38
     Fund Name                                    Market Value      Grants in   Grant Recipients                                Fund Name                                   Market Value      Grants in   Grant Recipients
                                                  at Dec 31, 2007   2007                                                                                                    at Dec 31, 2007   2007
     Jack & Gwen Gregory Family Fund              $28,837.35        $1,217.25   Salvation Army                                  Outdoor Club of Victoria Fund               $46,527.54        $1,162.35   Habitat Acquisition Trust
     Gudewill Bursary Fund for Glenlyon           431,114.02        17,863.42   Glenlyon Norfolk School                                                                                       1,162.35    TLC, The Land Conservancy of BC
     Norfolk School                                                                                                                                                                           1,162.34    Victoria Foundation Environment Fund
     Eric E. & Marguerite M. Hall Memorial Fund   51,826.73         2,187.45    Victoria Hospice & Palliative Care Foundation   Robert J. Peck and E. Lorraine Peck Fund    42,691.41         1,656.76    Victoria Symphony Society
     Floyd R. Hall Fund for the Arts              24,506.82         1,500.00    Pacific Opera Victoria                          Rheta May Pederson Memorial Trust Fund      897,320.07        5,410.32    BC Lions Society For Children
                                                                    1,500.00    Victoria Symphony Society                                                                                     5,410.32    Canadian Mental Health Association
     Edward Joseph Harrison Fund for              1,142,375.69      47,711.78   Camosun College Foundation                                                                                                Victoria Branch
     Camosun College                                                                                                                                                                          5,410.32    Gorge View Society
     Mary Elizabeth Hemeon Memorial Fund          35,494.11         1,510.26    Cridge Centre for the Family                                                                                  5,410.32    Heart & Stroke Foundation of BC & Yukon
     James & Inez Hibbard Fund                    25,923.89         218.83      BC Cancer Foundation                                                                                          5,410.32    Queen Alexandra Foundation for Children
                                                                    218.83      Mustard Seed Street Church                                                                                    5,410.32    Rose Manor
                                                                    218.83      Oak Bay Volunteer Services Society                                                                            5,410.32    Salvation Army
                                                                    218.83      Salvation Army                                  M.I. Richardson Fund                        6,459.05          272.55      Cridge Centre for the Family
                                                                    218.83      Victoria Hospice & Palliative Care Foundation   Norval Schroeder Fund                       56,407.86         1,100.75    University of Victoria
     Gordon Hooey Memorial Scholarship Fund       18,236.48         –           No grants in 2007                                                                                             1,100.75    Victoria Conservatory of Music
     Humby / Frampton Fund                        254,112.33        –           No grants in 2007                               Stuart & Elizabeth Simpson Fund             80,974.05         3,417.64    Oak Bay Volunteer Services Society
     JDB Victoria Library Fund                    113,385.76        4,785.69    Greater Victoria Public Library                 Saanich Peninsula General Hospital Fund     11,978.17         505.58      Saanich Peninsula Hospital
     Louisa M. Jarvie Memorial Trust              148,934.66        2,095.36    BC Lions Society For Children                   Emily Elizabeth Stoneham Fund               9,574,044.60      91,134.89   Anglican Synod of the Diocese of BC
                                                                    2,095.36    Queen Alexandra Foundation for Children                                                                       45,567.44   Muscular Dystrophy Canada –
                                                                    2,095.36    Salvation Army                                                                                                            Western Region
     Frederick William Kischell Bursary Fund      121,698.87        5,042.65    Victoria Conservatory of Music                                                                                91,134.89   Our Place Society
     Dr. Margaret Mann & Dr. Michael              35,107.08         1,481.96    Prostitutes Empowerment Education                                                                             45,567.44   Queen Alexandra Foundation for Children
     Kovacs Fund                                                                Resource Society                                                                                              91,134.89   BC SPCA
     Edmund Alan Larkin & Edith Margaret          1,033,487.83      8,723.87    Arthritis Society                               Switzer Finkel Endowed Scholarship          13,643.86         600.00      Brooks Secondary School, Powell River
     Larkin Trust                                                                                                               Fund                                                                      Scholarship Council
                                                                    8,723.87    Canadian Red Cross Society                      Daisie Thirlwall Scholarship Fund           26,057.70         1,080.77    University of Victoria
                                                                    8,723.87    Queen Alexandra Foundation for Children         Unity Church of Victoria Stewards Trust     9,896.71          –           No grants in 2007
                                                                    8,723.87    Salvation Army                                  VanHall Fund for the Arts – BC Arts         243,314.73        6,921.27    Victoria Conservatory of Music
                                                                    4,361.94    The First Open Heart Society of BC              Renaissance
                                                                    4,361.94    Victoria Hospice & Palliative Care Foundation   Victoria ‘94 Volunteer Legacy Fund          801,548.62        31,800.00   Volunteer Victoria
     Walter Thomas, Sarah & Leslie John           1,411,823.01      29,349.56   BC Cancer Foundation                            Victoria High School Endowment Fund         50,655.48         –           No grants in 2007
     Lavender Memorial Trust                                                                                                    T. Harry Wilson Endowment Fund for GVPL     56,534.57         –           No grants in 2007
                                                                    29,349.56   Queen Alexandra Foundation for Children         Youth Parliament of BC Fund                 16,509.83         442.18      Youth Parliament of BC Alumni Society
     Lee Mong Kow Fund                            14,900.33         300.00      Victoria Chinese Heritage Foundation
     Zoe Licastro Memorial Award Fund             9,404.40          600.00      SJ Willis Alternative School                    D ISC R E T I O NA RY F U NDS

     Irene Lyttle Fund                            106,922.01        2,978.49    BC Guide Dog Services                           Fund Name                                   Market Value      Grants in   Grant Recipients
                                                                                                                                                                            at Dec 31, 2007   2007
                                                                    1,534.37    Capital Families Association
                                                                                                                                Willard & Elva Dawson Fund                  $2,264,040.98     $7,000.00   Bridges for Women Society
     Elizabeth McPherson Fund for the Arts        42,234.27         –           No grants in 2007
                                                                                                                                                                                              1,000.00    Canadian Wildlife Federation Inc.
     Nellis Roy Moyer & Mary Elizabeth            861,665.52        7,273.49    BC Lions Society For Children
     Moyer Memorial Trust                                                                                                                                                                     4,900.00    Saturna Ecological Education Centre,
                                                                                                                                                                                                          School District 64
                                                                    3,636.75    Canadian Cancer Society
                                                                                                                                                                                              3,260.00    University of Victoria – University 101 / 102
                                                                    7,273.49    Canadian National Institute for the Blind
                                                                                                                                                                                              21,529.71   Victoria Hospice & Palliative Care Foundation
                                                                    9,091.86    First Metropolitan United Church Foundation
                                                                                                                                                                                              24,118.00   Victoria Foundation Environment Fund
                                                                    3,636.75    Silver Threads Service/Meals On Wheels
                                                                                                                                                                                              9,940.00    Victoria Society for Educational
                                                                    1,818.37    BC SPCA
                                                                                                                                                                                                          Alternatives
                                                                    3,636.75    World Wildlife Fund
                                                                                                                                                                                                          Anonymous grant
     Helen Stuart & Bob Hoogendoorn /             271,078.85        10,490.22   Victoria Symphony Society
                                                                                                                                Goodwill Enterprises Perpetual Trust Fund   2,025,627.22      10,000.00   Clements Centre Society
     Mozart Fund
                                                                                                                                                                                              4,000.00    Errington Therapeutic Riding Association
     Dorothy A. Naylor Fund                       9,702.21          409.49      Art Gallery of Greater Victoria
                                                                                                                                                                                              5,000.00    Nanaimo Community Gardens Society
     Miles Hadham Nicholl Foundation              137,728.15        2,917.53    Broadmead Care Foundation
                                                                                                                                                                                              10,000.00   Powell River Therapeutic Riding Association
                                                                    2,917.53    Victoria Foundation Community Fund
                                                                                                                                                                                              4,000.00    Special Olympics British Columbia
     Steven Norman Memorial Fund                  90,328.44         3,590.86    Vancouver Island Cancer Centre – BC
                                                                                                                                                                                                          Oceanside
                                                                                Cancer Agency
39   Patricia Oliver Fund                         86,383.78         3,675.61    Victoria Hospice & Palliative Care Foundation                                                                                                                             40
     Fund Name                                      Market Value      Grants in    Grant Recipients                                Fund Name                              Market Value      Grants in   Grant Recipients
                                                    at Dec 31, 2007   2007                                                                                                at Dec 31, 2007   2007
     Goodwill Enterprises Perpetual Trust Fund                        $36,700.00   Victoria Conservatory of Music                  Victoria Foundation Community Fund                       $7,500.00   Fairfield Community Association
     continued                                                                                                                     continued
     Dal Hawkshaw Fund                              18,370.48         –            No grants in 2007                                                                                        10,000.00   Fernwood Community Centre Society
     Ernest & Hazel Kay Fund for Seniors            1,628,249.71      8,000.00     BCAA Traffic Safety Foundation                                                                           8,000.00    Habitat Acquisition Trust
                                                                      2,500.00     Beacon Community Services                                                                                10,000.00   Habitat for Humanity Victoria
                                                                      5,000.00     Broadmead Care Foundation                                                                                6,000.00    Inter-Cultural Association of Greater
                                                                                                                                                                                                        Victoria
                                                                      4,500.00     Capital Families Association
                                                                      4,000.00     Cridge Centre for the Family                                                                             8,000.00    Intrepid Theatre Company Society

                                                                      4,900.00     Goward House                                                                                             8,000.00    Island Pastoral Services Association

                                                                      6,000.00     Greenwoods Foundation                                                                                    5,000.00    Island Sexual Health Society

                                                                      8,000.00     James Bay Health & Community Services                                                                    5,000.00    Junior Achievement of BC, Vancouver
                                                                                                                                                                                                        Island
                                                                      10,000.00    NEED Crisis & Information Line
                                                                                                                                                                                            2,500.00    Kludahk Outdoor Club
                                                                      2,500.00     Silver Threads Service/Meals On Wheels
                                                                                                                                                                                            10,000.00   Leadership Victoria
     Cleo Longon Memorial Fund                      452,148.24        –            No grants in 2007`
                                                                                                                                                                                            10,000.00   Lifecycles Project Society – Home is
     Donald and Evelyn MacLean Fund                 1,154,224.60      19,727.14    Camosun College Foundation                                                                                           Where We Live
                                                                      19,727.14    Victoria Foundation Community Fund                                                                       8,000.00    Multiple Sclerosis Society of Canada
     Edward & Frances Mallek Fund                   162,006.16        2,600.00     Congregation Emanu-el                                                                                                Capital Region Chapter
                                                                      2,860.00     Junior Achievement of BC, Vancouver                                                                      3,700.00    The Octa Collective Society
                                                                                   Island                                                                                                   10,000.00   Pacific Opera Victoria
     Helen May Noxon Fund                           1,718,384.95      4,900.00     Cowichan Valley Hospice Society                                                                          9,160.00    Pacifica Housing Advisory Association
                                                                      20,800.00    Greater Victoria Eldercare Foundation                                                                    10,000.00   Pender Islands Museum Society
                                                                      8,000.00     Mount St. Mary Foundation                                                                                20,000.00   Power to Be: Adventure Therapy Society
                                                                      23,100.00    Vancouver Island Cancer Centre – BC                                                                      5,000.00    Ptarmigan Music and Theatre Society
                                                                                   Cancer Agency
                                                                                                                                                                                            15,000.00   Royal Roads University Foundation
                                                                      1,570.29     Victoria Hospice & Palliative Care Foundation
                                                                                                                                                                                            10,000.00   S.A.L.T.S. Sail and Life Training Society
     Orion Fund                                     2,785,833.72      5,000.00     GO Rowing & Paddling Association of
                                                                                   Canada                                                                                                   5,000.00    Salt Spring Island Society for
                                                                                                                                                                                                        Community Education
                                                                      2,000.00     Intrepid Theatre Company Society
                                                                                                                                                                                            1,640.00    Saturna Ecological Education Centre
                                                                      5,000.00     Kludahk Outdoor Club
                                                                                                                                                                                            7,500.00    Saturna Recreation Centre Society
                                                                      1,300.00     The Octa Collective Society
                                                                                                                                                                                            10,000.00   Scouts Canada – Cascadia Council
                                                                      12,000.00    Rock Solid Foundation
                                                                                                                                                                                            5,000.00    Scouts Canada – Vancouver Island
                                                                      5,000.00     Salt Spring Trail and Nature Club                                                                                    Centennial Patrol
                                                                      10,000.00    Vancouver Island Kids Klub Centre Society                                                                5,000.00    South Park Family School
                                                                      8,531.56     Victoria Foundation Environment Fund                                                                     10,000.00   The Galiano Club
                                                                      3,000.00     Victoria Gilbert & Sullivan Society                                                                      10,000.00   University of Victoria, Faculty of Human
                                                                      5,000.00     Victoria Independent Film & Video Festival                                                                           & Social Development
                                                                      8,600.00     Victoria Single Parent Resource Centre                                                                   15,000.00   University of Victoria
                                                                      10,000.00    Victoria Symphony Society                                                                                6,740.00    University of Victoria – University 101/102
                                                                      10,000.00    Victoria Women's Transition House Society                                                                8,000.00    Vancouver Island Arts Festivals Society
     Elizabeth A. & Anna F. Russell Memorial Fund   1,261,995.18      53,121.22    Victoria Foundation Community Fund                                                                       8,500.00    Vancouver Island P.A.R.T.Y. program
     Victoria Foundation Community Fund             8,213,276.56      5,000.00     Alzheimer Society of British Columbia                                                                    10,700.00   Victoria Human Exchange Society
                                                                      8,000.00     Art Gallery of Greater Victoria                                                                          8,875.00    Victoria Medical Heritage Society
                                                                      10,000.00    BC Families in Transition                                                                                1,400.00    Victoria Single Parent Resource Centre
                                                                      4,800.00     Bridges for Women Society                                                                                10,000.00   Victoria Symphony Society
                                                                      10,000.00    Camosun College Foundation                                                                               3,000.00    Victoria Youth Choirs Society for Viva Choirs
                                                                      6,000.00     Canadian Council of the Blind                                                                            3,250.00    Young Parents Support Network
                                                                      10,000.00    Canadian National Institute for the Blind                                                                5,000.00    Youth Parliament of BC Alumni Society
                                                                      6,600.00     Canadian Pacific Ballet                         Victoria Foundation Environment Fund   53,483.15         6,500.00    Galiano Conservancy Association
                                                                      8,000.00     The Children's Museum of Victoria                                                                        6,200.00    Greater Victoria Compost Education
                                                                                   Association                                                                                                          Centre
                                                                      8,000.00     Community Action for Healthy Schools                                                                     8,000.00    Peninsula Streams Society
                                                                      3,000.00     Community Council                                                                                        3,000.00    Stream of Dreams Murals Society

41                                                                    400.00       Congregation Emanu-el                                                                                                                                                42
     Fund Name                              Market Value      Grants in   Grant Recipients
                                                                                                                        Fund Name                                   Market Value      Grants in   Grant Recipients
                                            at Dec 31, 2007   2007
                                                                                                                                                                    at Dec 31, 2007   2007
     Victoria Foundation Environment Fund                     $5,000.00   T. Buck Suzuki Environmental
                                                                                                                        Bayberry Fund continued                                       $211.40     TLC, The Land Conservancy of BC
     continued                                                            Foundation
                                                                                                                                                                                      211.40      University of Manitoba
                                                              7,500.00    Victoria Immigrant & Refugee Centre
                                                                          Society                                                                                                     211.40      University of Prince Edward Island
                                                                                                                                                                                      211.40      Victoria Conservatory of Music
     D ON O R A D V I SE D F U N D S                                                                                    Bear Mountain Foundation                    4,376.33          -           No grants in 2007
     Fund Name                              Market Value      Grants in   Grant Recipients                              James & Diana Black Fund                    48,533.41         128.05      BC Cancer Foundation
                                            at Dec 31, 2007   2007
                                                                                                                                                                                      128.05      Island Wildlife Natural Care Centre
     ALACS Fund                             $2,109,324.69     $5,000.00   Alzheimer Society of British Columbia
                                                                                                                                                                                      128.05      Nature Conservancy Canada
                                                              10,000.00   Broadmead Care Foundation
                                                                                                                                                                                      256.11      OVC Pet Trust Fund
                                                              4,900.00    Cowichan Valley Hospice Society
                                                                                                                                                                                      128.05      Salvation Army
                                                              10,000.00   Greenwoods Foundation
                                                                                                                                                                                      256.11      BC SPCA
                                                              8,000.00    Habitat Acquisition Trust
                                                                                                                                                                                      256.11      United Way of Greater Victoria
                                                              10,000.00   Vancouver Island Kids Klub Centre Society
                                                                                                                                                                                      170.74      Victoria Hospice & Palliative Care
                                                              5,000.00    Victoria Foundation Youth in                                                                                            Foundation
                                                                          Philanthropy Endowment Fund
                                                                                                                                                                                      256.11      Victoria Hospitals Foundation
                                                              20,000.00   Victoria Hospitals Foundation
                                                                                                                        Brennan-Spano Family Foundation             68,001.16         2,267.82    Vancouver Island Cancer Centre - BC
                                                                          4 Anonymous grants                                                                                                      Cancer Agency
     Alexandra Fund                         10,560.43         200.00      Mustard Seed Street Church                    Burkett Family Fund                         9,980.00          -           No grants in 2007
                                                              300.00      Times Colonist 1000 Christmas Fund            Thomas and Lori Burley Family Fund          9,989.62          500.00      Victoria Foundation Environment Fund
     Anne's Social Justice Fund             71,773.70         500.00      Alzheimer Society of BC Capital Region Fund   Cederberg Family Fund                       30,041.39                     Grants are anonymous
                                                              500.00      BC Cancer Foundation                          City of Victoria Governor General's Youth   19,418.79         1,075.00    Power to Be: Adventure Therapy Society
                                                              2,000.00    Canadian Centre For Policy Alternatives       Legacy Fund

                                                              500.00      Canadian Feed the Children                    William, Laura and Christopher Cook         33,565.11         1,200.00    Vancouver Island Kids Klub Centre
                                                                                                                        Memorial Fund                                                             Society
                                                              500.00      Canadian Hunger Foundation
                                                                                                                        Cranmere (Holloway/Varder) Trust            253,548.11        700.00      BC SPCA
                                                              500.00      Canadian Red Cross Society
                                                                                                                                                                                      500.00      Broadmead Care Foundation
                                                              500.00      Children's Emergency Foundation
                                                                                                                                                                                      200.00      Canadian Red Cross Society
                                                              20,000.00   Church of St. John the Divine
                                                                                                                                                                                      250.31      Cranmere (Holloway/Varder) Trust
                                                              500.00      Developing Countries Farm Radio Network
                                                                                                                                                                                      700.00      Doctors Without Borders
                                                              1,000.00    Doctors Without Borders
                                                                                                                                                                                      700.00      Leukemia Research Fund of Canada
                                                              500.00      Island Pastoral Services Association
                                                                                                                                                                                      700.00      Operation Eyesight Universal
                                                              500.00      MADD Canada - National Office
                                                                                                                                                                                      4,800.00    Spiritual Assembly of the Baha'i's of
                                                              250.00      MS Society Tomorrow Fund
                                                                                                                                                                                                  Oak Bay
                                                              250.00      Open Learning Agency
                                                                                                                                                                                      700.00      Victoria Hospice & Palliative Care
                                                              1,000.00    Our Place Society                                                                                                       Foundation
                                                              250.00      Pacific Coast Public Television Association                                                                 700.00      Victoria Hospitals Foundation
                                                              35,000.00   Phoenix Bursary Fund                          Kirk & Marlyn Davis Fund                    10,354.35         142.85      Sidney Classical Orchestra Fund
                                                              250.00      Physicians For Global Survival (Canada)                                                                     328.00      Sidney Concert Society
                                                              100.00      Shekinah Homes Society                        G.F. "Pat" Dunn Family Fund                 389,474.21        29,315.76   Glenlyon Norfolk School
                                                              6,500.00    The Contemplative Society                     Lorna Eastman Fund                          3,725.31          187.63      Lorna Eastman Fund
                                                              1,000.00    TLC, The Land Conservancy of BC               Murray and Lynda Farmer Fund                67,592.57         2,819.00    Peninsula Foundation Society Fund
                                                                          Endowment Fund
                                                                                                                        Axel & Wendy Foght Fund                     188,025.26        7,434.83    Axel & Wendy Foght Fund
                                                              500.00      Trans-Himalayan Aid Society
                                                                                                                        Golden Jubilee Arts Fund                    12,979.82         1,000.00    The Octa Collective Society
                                                              16,070.02   Vancouver School of Theology
                                                                                                                        Tristan Graham Children's Foundation        4,177.44          600.00      Capital Regional District Pound
                                                              500.00      Victoria Hospice & Palliative Care
                                                                                                                                                                                      600.00      BC SPCA
                                                                          Foundation - General Endowment
                                                                                                                        David Grierson Arts Legacy Fund             17,078.94         500.00      Reynolds Secondary School
                                                              2,000.00    WaterCan
                                                                                                                                                                                      500.00      Victoria Youth Choirs Society for Viva
                                                              500.00      World Vision Canada
                                                                                                                                                                                                  Choirs
     Anonymous Fund                         9,826.13                      Grants are anonymous
                                                                                                                        David and Pep Groos Fund for Vocal Music    33,095.42         1,185.00    West Coast Children's Choral Society
     Anonymous Fund                         1,071,857.48                  Grants are anonymous
                                                                                                                        Jerry Gosley Memorial Arts Fund             16,377.59         800.00      Canadian College of Performing Arts
     APM Donor Advised Fund                 19,756.22         -           No grants in 2007
                                                                                                                        Ted Harrison Trust                          5,360.04          -           No grants in 2007
     Ian & Gloria Back Fund                 115,955.28        8,930.00    Ian & Gloria Back Fund
                                                                                                                        Annette Marie Hart Fund                     46,428.95         -           No grants in 2007
                                                                          3 Anonymous grants
                                                                                                                        Sheila J. Henley Fund                       23,211.48         535.00      Our Place Society
43   Bayberry Fund                          21,579.64         211.40      Nature Conservancy Canada                                                                                                                                        44
     Fund Name                               Market Value      Grants in   Grant Recipients                                Fund Name                                Market Value      Grants in   Grant Recipients
                                             at Dec 31, 2007   2007                                                                                                 at Dec 31, 2007   2007
     Sheila J. Henley Fund continued                           $535.00     TLC, The Land Conservancy of BC                 NRS Foundation continued                                   $1,000.00   Greater Victoria Performing Arts Festival
     Honorary Governors' Millennium Fund     100,166.45        3,000.00    Victoria Foundation Youth in                                                                               1,000.00    Victoria Conservatory of Music
                                                                           Philanthropy Endowment Fund
                                                                                                                           Raymond & Marigold Patterson Fund        34,359.22         -           No grants in 2007
     Rudi & Sylvia Hoenson Foundation        244,792.53        1,000.00    Firefighters’ Burn Fund of Greater Victoria     Belsonia Bogatin Paul & Frank Paul       231,630.54        4,216.00    James Bay Health & Community Services
                                                               5,000.00    Mount St. Mary Foundation                       Foundation
                                                               60.00       Rudi & Sylvia Hoenson Foundation                                                                           10,250.00   Pacific Opera Victoria
                                                               1,500.00    Victoria Hospice & Palliative Care                                                                         5,000.00    Victoria Philharmonic Choir
                                                                           Foundation
                                                                                                                                                                                      250.00      Victoria Symphony Society
     Ernie & Frances Hudson Family Fund      102,067.42                    Grants are anonymous                            Phoenix Bursary Fund                     125,251.98        5,000.00    Vancouver School of Theology
     Hummingbird Fund                        615,722.14        13,000.00   Haven Foundation                                Pilgern Fund                             5,912.49          125.00      Canadian Wildlife Federation Inc.
                                                               2,500.00    Victoria Single Parent Resource Centre                                                                     131.00      Greater Victoria Public Library Fund
                                                               1,000.00    Victoria Women's Transition House Society                                                                              1 Anonymous grant
                                                                                                                           Pink Salmon Fund                         28,938.77         1,018.00    St. Joseph's Hospital Foundation
     Fiona Hyslop Fund                       35,337.30         405.00      Bridges for Women Society
                                                                                                                           Raven Fund                               9,764.00          -           No grants in 2007
                                                               600.00      Victoria Conservatory of Music
                                                                                                                           Robinson Family Fund                     6,695.84          500.00      Canadian Pacific Ballet
                                                               600.00      Victoria Society for Educational
                                                                           Alternatives                                                                                               1,000.00    Goward House

     Island Parent Fund                      9,692.99          150.00      Fairfield Community Association                                                                            500.00      Greater Victoria Performing Arts Festival

                                                               250.00      Victoria Single Parent Resource Centre                                                                     500.00      Pacific Opera Victoria

                                                               250.00      Young Parents Support Network                                                                              3,000.00    Salvation Army

     John & Thelma Ismay Fund                111,417.74                    Grants are anonymous                                                                                       1,800.00    Sleeping Children Around the World

     Ian & Daphne Izard Fund                 18,127.62         560.00      Victoria Foundation Youth in                                                                               1,000.00    Sooke Region Historical Society - Sooke
                                                                           Philanthropy Endowment Fund                                                                                            Region Museum

     Dennis & Janet Kellett Fund             3,626.77          -           No grants in 2007                                                                                          5,000.00    Support Casa Guatemala Children Inc.

     Life on This Planet Fund                980,723.16        300.00      Help Lesotho                                                                                               2,000.00    Victoria Symphony Society

                                                               15,000.00   University of Victoria                          Robert and Jane Rogers Fund              144,287.20        2,344.00    Christ Church Cathedral Educational
                                                                                                                                                                                                  Society
                                                               10,000.00   Vancouver Island Cancer Centre - BC
                                                                           Cancer Agency                                                                                              3,607.50    Robert and Jane Rogers Fund

                                                               7,000.00    Victoria Cool Aid Society                       Elizabeth Russ Fund                      561,866.49                    Grants are anonymous

                                                                           1 Anonymous grant                               Alice May Salmon Foundation Fund         155,940.96                    Grants are anonymous

     Ian & Margaret Mair Fund                81,310.44         -           No grants in 2007                               Linda Schlechte & Howard Petch Fund      12,881.44         1,000.00    West Coast Children's Choral Society

     Grace Maynard Fund                      12,861.77         599.00      Victoria Foundation Community Fund              Sidney R. and Gladys L. Sharman          276,352.33        2,000.00    Help Fill a Dream Foundation of Canada
                                                                                                                           Foundation
     Joan C. McCarter Foundation             24,209.74         -           No grants in 2007
                                                                                                                                                                                      2,000.00    Nanaimo & District Crime Stoppers
     John H. & Margery M. McEown Trust for   27,054.43         1,947.00    Victoria Conservatory of Music                                                                                         Association
     the Performing Arts
                                                                                                                                                                                      2,000.00    Nanaimo & District Hospital Foundation
     James & Russell McIntosh Fund           124,058.15                    Grants are anonymous
                                                                                                                                                                                      2,000.00    Nanaimo Elks Lodge No. 29
     Anne McLaughlin Fund                    229,665.91        5,000.00    Pacific Opera Victoria
                                                                                                                                                                                      10,542.55   Sidney R. and Gladys L. Sharman Foundation
                                                               4,000.00    University of Victoria - University 101 / 102
                                                                                                                           Myre & Winifred Sim Research Fund        1,064,211.17      -           No grants in 2007
                                                               1,439.00    Victoria Foundation Community Fund
                                                                                                                           Smart Melanoma Society                   26,576.16         857.00      BC Cancer Foundation
     Doug Menzies Community Services Fund    5,207.61          300.00      Parkland Secondary School
                                                                                                                           Solás Fund                               862,340.88        60,000.00   BC Children's Hospital Foundation
     Hugh & Helen Mogensen Fund              970,534.81        8,000.00    Canadian Pacific Ballet
                                                                                                                                                                                      5,746.00    Cordova Bay 55 Plus Association
                                                               4,000.00    Habitat for Humanity Victoria
                                                                                                                                                                                      5,000.00    Vancouver Foundation
                                                               1,000.00    Oak Bay United Church Capital Campaign
                                                                                                                                                                                      15,000.00   Victoria Hospice & Palliative Care
                                                               3,000.00    Power to Be: Adventure Therapy Society                                                                                 Foundation
                                                               3,000.00    Rock Solid Foundation                                                                                      5,000.00    Victoria Single Parent Resource Centre
                                                               10,000.00   Victoria Foundation Operations Fund             Sun Star Fund                            256,366.52        2,000.00    Child Abuse & Prevention Counselling
                                                               4,000.00    Victoria Foundation Youth in                                                                                           Society of Greater Victoria
                                                                           Philanthropy Endowment Fund
                                                                                                                                                                                      $1,917.00   Victoria Cool Aid Society
                                                               3,000.00    Victoria Women's Transition House Society       Dr. Roy and Mrs. Ellen Sutherland Fund   111,558.33        5,000.00    Canadian Centre For Policy Alternatives
                                                               2,000.00    Victoria Youth Choirs Society for Viva Choirs                                                              15,000.00   David Suzuki Foundation
     Moore Family Fund                       5,047.24          -           No grants in 2007                                                                                          1,000.00    Energy Probe Research Foundation
     NRS Foundation                          6,757,297.60      50,000.00   Child Abuse & Prevention Counselling                                                                       2,000.00    INE - Dogwood Initiative
                                                                           Society of Greater Victoria
                                                                                                                                                                                      5,000.00    Mustard Seed Street Church
45                                                             1,000.00    Covenant House Vancouver                                                                                                                                            46
     Fund Name                                   Market Value      Grants in   Grant Recipients                              Fund Name                                   Market Value      Grants in   Grant Recipients
                                                 at Dec 31, 2007   2007                                                                                                  at Dec 31, 2007   2007
     Dr. Roy and Mrs. Ellen Sutherland Fund                        $5,000.00   Our Place Society                             Victoria Foundation Youth in Philanthropy   $2,297.30         $500.00     BC SPCA Wild ARC
     continued                                                                                                               - Vic High Youth Supporting Community
                                                                   1,000.00    Physicians For Global Survival (Canada)                                                                     400.00      Habitat Acquisition Trust
                                                                   1,000.00    Pollution Probe Foundation                                                                                  300.00      Habitat for Humanity Victoria
                                                                   3,000.00    Project Ploughshares                                                                                        500.00      Mustard Seed Food Bank
                                                                   500.00      Victoria Foundation Operations Fund                                                                         500.00      Sierra Club of BC Foundation
                                                                   2,000.00    West Coast Environmental Law                                                                                300.00      Victoria Cool Aid Society
                                                                   1,000.00    World Federalist Foundation                   Victoria Foundation Youth in                66,026.75         500.00      Victoria Foundation Youth in Philanthropy
                                                                                                                             Philanthropy Endowment Fund                                               - Belmont Community Connections
     TAENOX Fund                                 13,612.47                     Grants are anonymous
     Henry & Marian Thiel Family Trust           48,965.89         500.00      Vancouver Island Cancer Centre - BC                                                                         500.00      Victoria Foundation Youth in
                                                                               Cancer Agency                                                                                                           Philanthropy - Frances Kelsey Secondary

                                                                   100.00      Victoria Foundation Community Fund                                                                          500.00      Victoria Foundation Youth in
                                                                                                                                                                                                       Philanthropy - Oak Bay Youth Outreach
                                                                   1,000.00    Victoria Hospitals Foundation
                                                                                                                                                                                           500.00      Victoria Foundation Youth in
     Alistair S. Thomson Fund                    598,652.88        3,000.00    S.A.L.T.S. Sail and Life Training Society                                                                               Philanthropy - Reynolds Secondary
                                                                   23,792.84   TLC, The Land Conservancy of BC                                                                             500.00      Victoria Foundation Youth in Philanthropy
     The Planning Centre Millennium Trust Fund   53,124.92         500.00      Aga Khan Foundation Canada                                                                                              - St. Michaels University School
                                                                   1,861.00    Y.A.N.A. Fund Society                                                                                       500.00      Victoria Foundation Youth in Philanthropy
                                                                                                                                                                                                       - Vic High Youth Supporting Community
     Michael & Anne Tyler Fund for the Arts      97,192.63         1,000.00    Anawim Companions Society
                                                                                                                             Victoria Golf Club Foundation Fund          10,272.16         -           No grants in 2007
                                                                   2,000.00    Canadian College of Performing Arts
                                                                                                                             Whitewood Foundation                        80,353.64         -           No grants in 2007
                                                                   1,000.00    Out of the Box Productions Society
                                                                                                                             Woodsome Fund                               909,625.55        5,000.00    Alzheimer Society of British Columbia
     Victoria Foundation Youth in Philanthropy   2,297.30          1,000.00    Child Abuse & Prevention Counselling
     - Belmont Community Connections                                           Society of Greater Victoria                                                                                 5,000.00    Child Abuse & Prevention Counselling
                                                                                                                                                                                                       Society of Greater Victoria
                                                                   750.00      Queen Alexandra Foundation for
                                                                               Children                                                                                                    5,000.00    Habitat Acquisition Trust
                                                                   750.00      Victoria Women's Transition House                                                                           3,000.00    Peninsula Streams Society
                                                                               Society                                                                                                     5,000.00    Scouts Canada - Cascadia Council
     Victoria Foundation Youth in                1,686.00          500.00      BC SPCA Wild ARC                                                                                            10,000.00   Victoria Human Exchange Society
     Philanthropy - Frances Kelsey Secondary
                                                                                                                             Robert Worth Family Fund                    34,004.54         1,799.00    Our Place Society
                                                                   300.00      Victoria Cat Rescue Corps Society
                                                                                                                                                                                           416.89      Robert Worth Family Fund
                                                                   800.00      Victoria Cool Aid Society
                                                                                                                             Yarrow Legacy Fund                          48,769.24         -           No grants in 2007
                                                                   900.00      Victoria Women's Transition House Society
                                                                                                                             Harry de Zwager Memorial Fund               24,176.12                     Grants are anonymous
     Victoria Foundation Youth in                600.96            -           No grants in 2007
     Philanthropy - Lambrick Park
     Victoria Foundation Youth in                5,291.68          800.00      Children's Respite Support Society
     Philanthropy - Oak Bay Youth Outreach
                                                                   900.00      Cridge Centre for the Family
                                                                   800.00      Youth Parliament of BC Alumni Society
     Victoria Foundation Youth in                499.07            1,250.00    Firefighters' Burn Fund of Greater Victoria
     Philanthropy - Reynolds Secondary
                                                                   1,250.00    Victoria Conservatory of Music - Music
                                                                               Therapy Program
     Victoria Foundation Youth in Philanthropy   1,686.00          400.00      BC Cancer Foundation
     - St. Michaels University School
                                                                   400.00      Canadian Cystic Fibrosis Foundation -
                                                                               Victoria Chapter
                                                                   400.00      Our Place Society
                                                                   $500.00     Queen Alexandra Foundation for
                                                                               Children
                                                                   400.00      Vancouver Island Addiction & Recovery
                                                                               Society
                                                                   400.00      Victoria Youth Empowerment Society




47                                                                                                                                                                                                                                                 48
                                                                                     coMMunIty leadershIp 
     ConneCting people                                                               The Victoria Foundation is broad in scope. We are well positioned
     who Care with                                                                   to bring people and organizations together. We help convene diverse

     Causes that matter®                                                             voices to address local challenges and opportunities.

                                                                                        The Victoria Foundation takes its business seriously; our
     you can help build a better community.
                                                                                     business is building community.
     The Victoria Foundation takes pride in making it easy to manage your

     philanthropy and make a difference. We understand that your gift is as

     individual as you are, reflecting your values, hopes and traditions. By

     offering a range of giving options, we are certain that there is something
                                                                                     A TRADITIOn OF
     suitable to help everyone give confidently and efficiently. When you

     establish a charitable fund with the Victoria Foundation you will be
                                                                                     GIVInG BACK
     making a lasting gift to the community. Our funds are designed for              creating a stronger community, one
     individuals, families or organizations, who want to enhance and support         grant at a time.

     their communities and other charitable organizations in Canada.                 The Victoria Foundation has a long and valued history of investment

     In working with the Victoria Foundation, you will benefit from:                 in the greater Victoria and Southern gulf Island communities.

                                                                                     More recently the foundation has partnered in select cases to expand 
     our endowMent BuIldIng and                                                      the reach of its programs and resources across Vancouver Island and
     PERSONAlIzED SERVICE
                                                                                     the province of British Columbia.
     The Victoria Foundation holds a collection of permanently endowed funds,
                                                                                        As a community foundation, the Victoria Foundation manages
     established by donors from all walks of life, which are pooled and invested.
                                                                                     and disburses a range of financial assets that are reinvested in building
     Our effective fund stewardship and donor services enable us to make grants
                                                                                     the quality of our community. Through a broad range of granting
     to charitable organizations across a broad spectrum of community priorities.
                                                                                     areas the Foundation provides funding to support and work in

                                                                                     partnership with donors, community members and charitable
     our local grant MakIng expertIse 
                                                                                     organizations to strengthen our whole region. The Foundation
     The Victoria Foundation’s staff and volunteers have an in-depth understanding
                                                                                     champions local expertise and creativity and works to sustain and
     of the issues, opportunities, and resources that shape our community.
                                                                                     support a strong charitable sector matching available donor resources
     We can help you learn more about local organizations and programs that
                                                                                     with emerging opportunities and the needs of grant seekers.
     make a difference in the areas you care about most.
                                                                                        Recent trends in our community have identified some of the

                                                                                     unique challenges the voluntary and charitable sectors face.

                                                                                     In addition, Victoria’s Vital Signs demonstrates how our community

                                                                                     is doing and where change is affecting the greater Victoria region.




49                                                                                                                                                               50
     The results of some of these changes have led our organization to reflect upon

     how we might reposition our internal resources to continue to support a vital

     Victoria community and the people who live here.

        The Victoria Foundation envisions an effective and imaginative grant

     program that links available resources to preserve and improve livability

     in our communities. Available resources support leadership, capacity building

     and an inclusive spirit of community with positive investment in:

     •   stronger people & families 

     •   a healthier community & sustainable environment 

     •   education & literacy for all, and 

     •   celebration of our collective heritage, arts and 

       cultural diversity

        Stemming from an in-depth evaluation of our granting

     Program commencing in September 2007, we have carried out

     a revision of our granting process to take a more proactive

     approach to matching the interests of hundreds of donors

     and our Board of Directors to build towards our vision

     of a vital Victoria. Please visit our website at:

     www.victoriafoundation.bc.ca to find out more.




     “the suPPort we receiVe From
     t h e V i c t o r i a F o u n d at i o n h e l P s
     us to build strength, resilience
     a n d h o P e i n o u r c o m m u n i t y. ”




     Mandy Parker
     executiVe director
     m o u n t s t. m a r y F o u n d at i o n

     Shelly Johnson
     ceo
     surrounded by cedar child
     & Fa m i ly s e r V i c e s




51
whaT aRe                                          Thank you                                                                M AR K Yo U R
                                                                                                                           CALenDAR



The Causes?                                       The Victoria Foundation realizes that we cannot achieve many

                                                  of our goals without the countless individuals and organizations that
                                                                                                                           october 7:

                                                                                                                             r e l e a s e o f V i c to r i a’ s

                                                                                                                             V i ta l s i g n s

                                                  support us. To the tireless volunteers who comprise our committees and   october 7:

                                                                                                                             donor reCeption
                                                  the dedicated members of our Board – we thank you. As well, many
                                                                                                                           october 31:
                                                  thanks to the following organizations for their on-going contribution;     honorary governors
                                                  Community Foundations of Canada, the BMO Financial Group and               annual meeting

                                                  the Transatlantic Community Foundation Network.

                                                     As a member in good standing of Community Foundations of

                                                  Canada, the Victoria Foundation shares a commitment to using

                                                  philanthropy as a powerful catalyst for strengthening communities.

                                                  The collaborative relationships that stem from our membership – among    sponsoRs
                                                  members, volunteers, staff and other organizations – promote respect
                                                                                                                           l e i t h w h e e l e r lt d . ,
                                                  for independence and diversity, but also foster dialogue and open        j a r i s l o w s k y f r a s e r lt d . ,

                                                    sharing of ideas and experiences.                                      rbC investments, works

                                                                                                                           p h o t o g r a p h y, m a n t e l l
                                                            Through the Supporting Your Community program, BMO
                                                                                                                           diCkson blades wiseman,
                                                            has an alliance with Community Foundations of Canada and
                                                                                                                           t r a p e z e C o m m u n i C at i o n s ,
                                                            a number of its national members. BMO Financial Group          i n v e s t o r s g r o u p.

                                                             is the first financial institution in Canada to form such a

                                                             partnership with Community Foundations of Canada.

“our endowment fund                                               The Transatlantic Community Foundation Network
                                                                                                                           T h e V i c T o r i a F o u n d aT i o n ’ s
Co n t r i b u t e s t o t h e e d u C at i o n
                                                             provides a platform for the exchange of experience and
aCC e s s f u n d. i t i s o n e way r e a d                                                                               logo          , as well as iTs

work s toward a soCie t y where                             expertise among community foundations on both sides of the     “connecTing people

everyone has the literaCy                                   Atlantic. It seeks to identify good practices and share them   who care wiTh causes
skills to Contribute to their                                                                                              T h aT m aT T e r ” ® Ta g l i n e ,
                                                           with emerging and existing community foundations.
full potential.”                                                                                                           were regisTered as

                                                                                                                           oFFicial Trade-marks

                                                                                                                           wiTh The canadian

                                                                                                                           inTellecTual properT y
Claire Rettie
                                                                                                                           oFFice in april 2006.
exeCutive direCtor
viCtoria read soCiet y

				
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