Skip to content
Canadian charities

Kelowna, BC · Private foundation

Rogers' Family Charitable Trust

The purpose of the foundation is to assist organizations whose objectives are charitable.

C$52k
Granted FY2024still arriving
18
Grants FY2024still arriving
4
Regions reached
C$10k
Largest
01What you fundRead
02Your edgeRead
03Your fieldRead
01What you fund
01FY2024 · 18 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under C$10k16 grants · C$32k
  • C$10k–50k2 grants · C$20k
C$1,000
Median grant
4
Regions reached
C$1.0M
Total assets
Largest grants
RecipientAmount
UBC DEVELOPMENT AND ALUMNI ENGAGEMENTC$10,000
KGH FOUNDATIONC$10,000
CMHA KELOWNAC$5,000
OHANAGAN COLLEGE FOUNDATIONC$5,000
ROYAL AVIATION MUSEUMC$5,000
KELOWNA ART GALLERYC$5,000
BC SPCAC$2,000
THE GOSPEL MISSIONC$1,000
HEART AND STROKE FOUNDATIONC$1,000
MULTIPLE SCLEROSIS SOCIETY OF CANADAC$1,000
THE SALVATION ARMYC$1,000
SOUTHERN ALBERTA INSTITUTE OF TECHNOLOGYC$1,000
CENTRAL OKANAGAN FOOD BANKC$1,000
CHILD ADVOCACY CENTRE OF KELOWNAC$1,000
FREEDOM'S DOORC$1,000
02Your 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.

95%of every dollar goes to organizations you’ve funded before.
C$263k · 19 repeat orgsC$14k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +48% since the first grant, against -28% for the ones you funded once.

19 repeat relationships — 17 still active in FY2024, 2 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

19
6

Total granted

C$263k
C$14k

Median revenue growth · since first grant

+48%
-28%

Still filing today

100%
83%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; C$0 went to new ones.

50%100%’17’18’20’21’22’23’24
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

  • KF
    KGH FOUNDATION
    7× · 2017–2024 · C$60k · revenue +101%
  • UD
    UBC DEVELOPMENT AND ALUMNI ENGAGEMENT
    7× · 2017–2024 · C$50k · revenue +55%
  • OC
    OKANAGAN COLLEGE FOUNDATION
    6× · 2018–2024 · C$30k · revenue +42%

Funded once

  • FK
    FOUNDRY KELOWNA
    one grant, 2020 · C$5k · revenue -44% · 54% of their budget
  • CM
    CANADIAN MENTAL HEALTH ASSOCIATIONgraduated
    one grant, 2021 · C$5k · revenue +68%
  • RI
    Restor International
    one grant, 2017 · C$3k · revenue -87%

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

03Your 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
Okanagan College

Okanagan College (OC) provides a wide variety of educational programs in career continuing education degree developmental trades technology arts science business health university transfer and vocational disciplines. Annual fundraising…

—
2
Pacific Public Health Foundation

The pacific public health foundation works in collaboration with the bc centre for disease control (bccdc) and more broadly the health sector to support public health in bc by funding and facilitating evidence-based work that has an…

—
3
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

—
4
Chilliwack Hospital Foundation

The foundation raises funds to support programs and services that educate and facilitate better health for the residents in the region primarily through community based projects. programs focus on identifying the factors that have a…

—
5
Kootenay Lake Hospital Foundation

Kootenay lake hospital foundation raises funds to purchase priority medical equipment for the kootenay lake hospital

—
6
Kootenay Boundary Regional Hospital and Health Foundation Society

The Foundation an independent chartable society raises gifts and annual funds to support healthcare equipment needs staff education patient care and comfort and special initiatives to enhance the healthcare of the Kootenay Boundary…

—
7
University of the Fraser Valley

The University of the Fraser Valley is a special purpose teaching university. The University is governed by a Board of Governors the majority of which are appointed by the Province of British Columbia. The primary purpose of the University…

—
8
Kootenay Career Development Society

o BC Ministry of Social Development and Poverty Reduction: WorkBC Contracts o Province of British Columbia Ministry of Advanced Education and Skills Training (now Ministry of Post-Secondary Education and Future Skills): Retail Trades…

—
9
B.C. Mental Health Foundation

The british columbia mental health foundation is dedicated to raising awareness and support for mental health and substance use care education and research throughout the province. the bc mental health foundation provide funds to support…

—
10
Thompson Rivers University

Thompson Rivers University operates as an accredited Post Secondary University offering a variety of undergraduate and masters degrees as well as a variety of diplomas certificates and continuing education courses.

—
11
University of Northern British Columbia

Provide post secondary education and research in the following 1) natural resources 2) environmental studies 3) business 4) science 5) health and human science 6) arts 7) civil and environmental engineering 8) graduate studies

—
12
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…

—

For reference, the grantee most central to the portfolio’s shape is Canadian Mental Health Association Kelowna and District Branch and the most unlike its peers is Her International Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

02the grantee network

24 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. 24 of the 25 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.

1
Load-bearing (≥25% of a budget)
5
Early backer (in before they grew)
24/24
Grantees still filing
19/24
Grew since you first funded

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

25%50%75%100%C$100kC$1.0MC$10MC$100Mgrantee revenue →↑ your share of their budgetKGH FOUNDATION — C$60,000 over 7y, 0.1% of budgetUBC DEVELOPMENT AND ALUMNI ENGAGEMENT — C$50,000 over 7y, 0.0% of budgetOKANAGAN COLLEGE FOUNDATION — C$30,000 over 6y, 0.1% of budgetKELOWNA ART GALLERY — C$28,000 over 6y, 0.4% of budgetROYAL AVIATION MUSEUM — C$15,000 over 3y, 0.1% of budgetCMHA KELOWNA — C$15,000 over 3y, 0.0% of budgetBC SPCA — C$12,000 over 7y, 0.0% of budgetHEART AND STROKE FOUNDATION — C$7,000 over 7y, 0.0% of budgetMS SOCIETY OF CANADA — C$7,000 over 7y, 0.0% of budgetSAIT — C$7,000 over 7y, 0.0% of budgetCENTRAL OKANAGAN FOOD BANK — C$6,000 over 7y, 0.0% of budgetFOUNDRY KELOWNA — C$5,000 over 1y, 54% of budgetCANADIAN MENTAL HEALTH ASSOCIATION — C$5,000 over 1y, 0.1% of budgetFREEDOM'S DOOR — C$5,000 over 5y, 0.1% of budgetROTARY CLUB OF KELOWNA FOUNDATION — C$4,500 over 5y, 0.6% of budgetTHE GOSPEL MISSION — C$3,600 over 5y, 0.0% of budgetFRIENDS OF THE SOUTH SLOPES — C$3,500 over 7y, 22% of budgetTHE SALVATION ARMY — C$3,000 over 3y, 0.2% of budgetCHILD ADVOCACY CENTRE OF KELOWNA — C$3,000 over 3y, 0.1% of budgetRestor International — C$3,000 over 1y, 2.8% of budgetROTARY FOUNDATION (CANADA) — C$2,000 over 2y, 0.0% of budgetSOUTH OKANAGAN REHAB CENTRE FOR OWLS — C$1,000 over 2y, 0.5% of budgetELEVATION OUTDOORS EXPERIMENTAL PROGRAMS ASSOCIATION — C$200 over 1y, 0.1% of budgetHER INTERNATIONAL — C$100 over 1y, 0.0% 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.

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.

Central Okanagan Foun…Falcon FoundationFirst West FoundationThe Merrifield Family…Nicola Wealth Private…The Calgary FoundationRotary Club of Kelown…The Colin & Lois Prit…Sonrise FoundationTraine Charitable Fou…United Way Southern I…United Way British Co…
Central Okanagan FoundationBC12× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Central Okanagan Foundation · Falcon Foundation · First West Foundation · The Merrifield Family Foundation · Nicola Wealth Private Giving Foundation · The Calgary Foundation · Rotary Club of Kelowna Foundation · The Colin & Lois Pritchard Foundation · Sonrise Foundation · Traine Charitable Foundation · United Way Southern Interior Bc · United Way British Columbia

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 25 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 private foundation under foundations.

Source object 858871247:2024-12-31 · View the T3010 on the CRA register

Play a game based on Rogers' Family’s filings →