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Penticton, BC · Public foundation

Community Foundation of the South Okanagan Similkameen

Solicit and receive endowment funds make grants to applicants who provide community services pay grants to designated beneficiaries receive flow through funds from donors municipal and federal government bodies and from other charities educate and inspire the public about philanthropy improve the effectiveness of qualified donees…

C$1.3M
Granted FY2024still arriving
99
Grants FY2024still arriving
2
Regions reached
C$454k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
01What you fund
01FY2024 · 99 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under C$10k66 grants · C$187k
  • C$10k–50k31 grants · C$610k
  • C$50k–250k1 grant · C$90k
  • C$250k+1 grant · C$454k
C$4,260
Median grant
2
Regions reached
C$55M
Total assets
Largest grants
RecipientAmount
SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATIONC$453,889
MAKEWAY CHARITABLE SOCIETYC$90,000
THE CANADIAN ALCOHOL USE DISORDER SOCIETYC$46,188
SOUTH OKANAGAN WOMEN IN NEED SOCIETYC$45,827
DESERT SUN COUNSELLING & RESOURCE CENTREC$39,526
PENTICTON ELKS LODGE #51C$33,446
COMMUNITY FOUNDATION OF THE NORTH OKANAGANC$27,700
REGIONAL DISTRICT OF THE OKANAGAN SIMILKAMEENC$25,305
PENTICTON PUBLIC LIBRARYC$22,720
ONESKY COMMUNITY RESOURCESC$22,490
OKANAGAN SYMPHONY SOCIETYC$19,641
OSPREY COMMUNITY FOUNDATIONC$19,500
PURPPL COMMUNITY ENTERPRISE ACCELERATOR CCC INC.C$19,218
PENTICTON AND AREA ACCESS CENTREC$18,800
PENTICTON RECOVERY RESOURCE SOCIETYC$17,775
02The need
02

Do your dollars go where the need is?

Where your grant dollars land — at home and around the world.

Which regions your grants reach

British Columbia
C$6.8M
Nova Scotia
C$30k
Ontario
C$24k
Alberta
C$18k
Quebec
C$14k
Saskatchewan
C$4k
Manitoba
C$2k
New Brunswick
C$566

Grants placed by each grantee’s location, read from the T3010 filings.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

89%of every dollar goes to organizations you’ve funded before.
C$6.2M · 134 repeat orgsC$752k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +41% since the first grant, against +17% for the ones you funded once.

134 repeat relationships — 76 still active in FY2024, 58 since wound down; 23 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

134
81

Total granted

C$6.2M
C$541k

Median revenue growth · since first grant

+41%
+17%

Still filing today

88%
65%

New vs renewed · share of each year

In FY2024, 84% of grant dollars renewed an existing relationship; C$211k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.”

Backed again, and grew

  • OC
    ONESKY COMMUNITY RESOURCES SOCIETY
    8× · 2017–2024 · C$626k · revenue +106%
  • SO
    SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION
    8× · 2017–2024 · C$537k · revenue +40%
  • PA
    Penticton and Area Access
    8× · 2017–2024 · C$179k · revenue +127%

Funded once

  • DH
    Doukhobor Heritage Retreat Society #1999
    one grant, 2017 · C$105k · revenue -56% · 44% of their budget
  • RD
    Regional District of the Okanagan
    one grant, 2023 · C$42k
  • LS
    LOWER SIMILKAMEEN INDIAN BAND
    one grant, 2020 · C$40k

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent CRA filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matches that aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Central Okanagan Search & Rescue Society

Providing search and rescue services to the central okanagan regional district including kelowna and surrounding areas. the society also conducts awareness campaigns and public safety information sessions. the society responds to requests…

—
2
Central Okanagan Science Opportunities for Kids Society
—
3
Okanagan Archive Trust Society
—
4
Kelowna Museums Society

Providing the public with educational exhibitions and programs that foster personal participation stimulate curiosity and engage the senses with the cultures histories and possibilities of the okanagan region

—
5
Friends of the South Slopes

The organization does volunteer trail maintenance within two BC Provincial Parks via a Partnership Agreement. The organization also manages long-term land stewardship within the south slopes of Kelowna with a goal of ensuring access to…

—
6
Outdoor Recreation Council of British Columbia

Through our programs and activities we (a) encourage British Columbians to participate in outdoor recreation (b) promote the safe and responsible use of the outdoors through education programs promoting safety and outdoor ethics (c)…

—
7
Penticton and District Emergency Program Society

Providing volunteer professional emergency search and rescue services and support to communities of the south okanagan and throughout the province of b.c.

—
8
Central Okanagan Crime Stoppers Society

Assisting rcmp in solving crimes prevention of crime through education and programs

—
9
Canadian Society for Asian Arts

Asian pacific outreach program: pacific rim educational programs: british columbia schools & universities

—
10
Squamish Trails Society

Enhance the quality of life in our community by planning constructing and maintaining a public pedestrian and cycling system of trails using off-road routes whenever possible which link all areas in the District of Squamish. Promote public…

—
11
Peninsula Streams Society

The purposes of the society are to organize and participate in environmental projects and programs on the saanich peninsula and surrounding areas that will: monitor preserve and restore flora and fauna. monitor preserve and restore rivers…

—
12
Coastal Rivers Conservancy

Coastal Rivers Conservancy (CRC) continued to undertake scientific research to improve knowledge of unique salmon and steelhead populations and habitats within the inner Central Coast of British Columbia. CRC collaborated with government…

—

For reference, the grantee most central to the portfolio’s shape is Ki-Low-Na Friendship Society and the most unlike its peers is Capilano University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

03the grantee network

189 grantees tracked through their own filings, 2017–2024.

Each one resolved to its own CRA returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2024, not grant rows in a single year — so this will not match the grant count on the cover. 189 of the 238 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

14
Load-bearing (≥25% of a budget)
49
Early backer (in before they grew)
185/189
Grantees still filing
136/189
Grew since you first funded

Showing your 200 largest grantees by grant value.

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%C$10kC$100kC$1.0MC$10MC$100Mgrantee revenue →↑ your share of their budgetONESKY COMMUNITY RESOURCES SOCIETY — C$625,521 over 8y, 4.3% of budgetSOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION — C$536,865 over 8y, 7.2% of budgetPenticton and Area Access — C$178,770 over 8y, 12% of budgetSchool District No. 67 — C$153,425 over 8y, 46% of budgetOKANAGAN SYMPHONY SOCIETY — C$141,370 over 8y, 1.6% of budgetOkanagan College Foundation — C$128,011 over 8y, 1.2% of budgetSOUTH OKANAGAN WOMEN IN NEED SOCIETY — C$121,939 over 8y, 1.3% of budgetDoukhobor Heritage Retreat Society #1999 — C$105,088 over 1y, 44% of budgetNk/Mip Desert Heritage Society — C$103,313 over 8y, 29% of budgetUnited Way British Columbia — C$99,540 over 8y, 3.9% of budgetSOUTH OKANAGAN SENIORS WELLNESS SOCIETY — C$99,500 over 4y, 32% of budgetPENTICTON RECOVERY RESOURCE SOCIETY — C$98,643 over 8y, 4.7% of budgetPENTICTON PUBLIC LIBRARY — C$90,334 over 8y, 1.2% of budgetOkanagan Boys and Girls Clubs — C$90,156 over 8y, 0.3% of budgetPENTICTON ART GALLERY — C$88,162 over 8y, 3.2% of budgetDESERT SUN COUNSELLING & RESOURCE CENTRE — C$84,215 over 5y, 2.2% of budgetCOMMUNITY FOUNDATION OF THE NORTH OKANAGAN — C$82,434 over 4y, 30% of budgetLower Similkameen Community — C$80,851 over 5y, 1.8% of budgetDragonfly Pond Family Society — C$72,761 over 8y, 49% of budgetSOUTH OKANAGAN SIMILKAMEEN BRAIN INJURY SOCIETY — C$72,106 over 5y, 1.9% of budgetPATHWAYS ADDICTION RESOURCE SOCIETY — C$63,441 over 6y, 3.0% of budgetCANADIAN MENTAL HEALTH ASSOCIATION - SOUTH OKANAGAN SIMILKAM — C$63,328 over 6y, 5.8% of budgetDesert Valley Hospice — C$59,902 over 6y, 24% of budgetErris Volunteer Fire Association — C$54,872 over 5y, 14% of budgetPENTICTON COMMUNITY SOUPATERIA SOCIETY — C$53,994 over 8y, 11% of budgetOkanagan School of the Arts — C$52,694 over 8y, 6.4% of budgetOkanagan Similkameen Neurological Society — C$51,313 over 7y, 0.6% of budgetOSPREY COMMUNITY FOUNDATION — C$50,500 over 3y, 1.5% of budgetMAKEWAY CHARITABLE SOCIETY — C$50,000 over 2y, 0.1% of budgetUNIVERSITY OF BRITISH COLUMBIA — C$49,889 over 8y, 0.0% of budgetOASIS UNITED CHURCH — C$45,170 over 3y, 8.9% of budgetShuswap Foundation — C$44,316 over 3y, 0.3% of budgetSOUTH OKANAGAN SIMILKAMEEN MENTAL WELLNESS SOCIETY — C$43,756 over 8y, 11% of budgetSouth Okanagan RECOPE — C$42,327 over 3y, 12% of budgetANIMAL LIFELINE EMERGENCY RESPONSE TEAM SOCIETY — C$41,173 over 5y, 10% of budgetPENTICTON SECONDARY SCHOOLS BURSARY & SCHOLARSHIP PROGRAM — C$41,099 over 8y, 2.9% of budgetGOLDEN & DISTRICT COMMUNITY FOUNDATION — C$41,000 over 3y, 12% of budgetAGUR LAKE CAMP — C$40,355 over 7y, 4.2% of budgetSUMMERLAND REFUGEE SPONSORSHIP GROUP — C$39,455 over 3y, 86% of budgetSCHOOL DISTRICT NO. 58 — C$39,038 over 6y, 30% of budgetPENTICTON & DISTRICT COMMUNITY ARTS COUNCIL — C$37,214 over 8y, 4.9% of budgetSchool District No. 53 (Okanagan Similkameen) — C$34,857 over 8y, 0.0% of budgetSouth Okanagan Loss Society — C$33,300 over 4y, 33% of budgetPRINCETON & DISTRICT COMMUNITY SERVICES SOCIETY — C$31,574 over 4y, 0.5% of budgetKI-LOW-NA FRIENDSHIP SOCIETY — C$29,999 over 2y, 0.4% of budgetPHOENIX FOUNDATION OF THE BOUNDARY COMMUNITIES — C$29,700 over 3y, 3.8% of budgetOkanagan Humane Society — C$29,286 over 5y, 2.3% of budgetSouth Okanagan Rehabilitation Centre for Owls — C$28,812 over 8y, 8.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds ONESKY COMMUNITY RESOURCES SOCIETY ↗
  • Who funds SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION ↗
  • Who funds Penticton and Area Access ↗
  • Who funds School District No. 67 ↗
  • Who funds OKANAGAN SYMPHONY SOCIETY ↗
  • Who funds Okanagan College Foundation ↗
  • Who funds SOUTH OKANAGAN WOMEN IN NEED SOCIETY ↗
  • Who funds Doukhobor Heritage Retreat Society #1999 ↗
  • Who funds Nk/Mip Desert Heritage Society ↗
  • Who funds United Way British Columbia ↗
  • Who funds SOUTH OKANAGAN SENIORS WELLNESS SOCIETY ↗
  • Who funds PENTICTON RECOVERY RESOURCE SOCIETY ↗
  • Who funds PENTICTON PUBLIC LIBRARY ↗
  • Who funds Okanagan Boys and Girls Clubs ↗
  • Who funds PENTICTON ART GALLERY ↗
  • Who funds DESERT SUN COUNSELLING & RESOURCE CENTRE ↗
  • Who funds COMMUNITY FOUNDATION OF THE NORTH OKANAGAN ↗
  • Who funds Lower Similkameen Community ↗
  • Who funds Dragonfly Pond Family Society ↗
  • Who funds SOUTH OKANAGAN SIMILKAMEEN BRAIN INJURY SOCIETY ↗
  • Who funds PATHWAYS ADDICTION RESOURCE SOCIETY ↗
  • Who funds CANADIAN MENTAL HEALTH ASSOCIATION - SOUTH OKANAGAN SIMILKAM ↗
  • Who funds Desert Valley Hospice ↗
  • Who funds Erris Volunteer Fire Association ↗
  • Who funds PENTICTON COMMUNITY SOUPATERIA SOCIETY ↗
  • Who funds Okanagan School of the Arts ↗
  • Who funds Okanagan Similkameen Neurological Society ↗
  • Who funds OSPREY COMMUNITY FOUNDATION ↗
  • Who funds MAKEWAY CHARITABLE SOCIETY ↗
  • Who funds UNIVERSITY OF BRITISH COLUMBIA ↗
  • Who funds OASIS UNITED CHURCH ↗
  • Who funds Shuswap Foundation ↗

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

United Way Southern I…First West FoundationCentral Okanagan Foun…Community Foundation …Central Okanagan Burs…Synod of the Diocese …United Way British Co…Rotary Club of Kelown…The Colin & Lois Prit…The Christopher Socie…Kelowna General Hospi…Bc Government Employe…
United Way Southern Interior BcBC30.9× affinity30 shared granteesties to 10 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: United Way Southern Interior Bc · First West Foundation · Central Okanagan Foundation · Community Foundation of the North Okanagan · Central Okanagan Bursary and Scholarship Society · Synod of the Diocese of Kootenay · United Way British Columbia · Rotary Club of Kelowna Foundation · The Colin & Lois Pritchard Foundation · The Christopher Society of Penticton · Kelowna General Hospital Foundation · Bc Government Employees Community Services Fund Trust

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

On method. Every financial figure here is read directly from the Canada Revenue Agency’s published T3010 data — your own annual information return and the multi-year returns of the 238 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year) — each linked to its source. Grantee achievements and outcomes are each organization’s own program description on its T3010; we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without a BN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your T3010 annual information return for the fiscal period ending 2024-12-31, as published by the Canada Revenue Agency in 2024. Amounts are Canadian dollars, as filed and never converted. Registered as a public foundation under foundations.

Source object 140150509:2024-12-31 · View the T3010 on the CRA register

Play a game based on Community Foundation of the South Okanagan Similkameen’s filings →