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Summerland, BC · Charitable organization

Summerland Rotary Charitable Trust Fund

Summerland rotary supports youth seniors and improvements in our community as well as partnering each year with the rotary international for an international project.

C$56k
Granted FY2024still arriving
5
Grants FY2024still arriving
3
Regions reached
C$23k
Largest
01What you fundRead
02Your edgeRead
03Your fieldRead
01What you fund
01FY2024 · 5 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under C$10k2 grants · C$10k
  • C$10k–50k3 grants · C$46k
C$10,803
Median grant
3
Regions reached
C$171k
Total assets
Largest grants
RecipientAmount
THE CORPORATION OF THE DISTRICT OF SUMMERLANDC$22,645
SUMMERLAND SECONDARY SCHOOLC$12,389
SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATIONC$10,803
COLORECTAL CANCER CANADAC$8,000
THE ROTARY FOUNDATION (CANADA)C$2,200
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.

82%of every dollar goes to organizations you’ve funded before.
C$248k · 8 repeat orgsC$53k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +56% since the first grant, against +23% for the ones you funded once.

8 repeat relationships — 4 still active in FY2024, 4 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
3

Total granted

C$248k
C$51k

Median revenue growth · since first grant

+56%
+23%

Still filing today

75%
67%

New vs renewed · share of each year

In FY2024, 96% of grant dollars renewed an existing relationship; C$2k went to new ones.

50%100%’17’18’19’20’22’23’24
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

  • CC
    Colorectal Cancer Association of Canada
    3× · 2017–2024 · C$88k · revenue +85%
  • SO
    SOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION
    2× · 2023–2024 · C$30k · revenue +75%
  • RC
    ROTARY CLUB OF CALGARY - GUATEMALA LITERACY GLOBAL GRANT
    2× · 2018–2019 · C$3k · revenue +33%

Funded once

  • CO
    CORP OF THE DISTRICT OF SUMMERLAND (FROM GH TRAIL FUND)
    one grant, 2018 · C$50k
  • AL
    Agur Lake Camp Society
    one grant, 2017 · C$500 · revenue +23%
  • HA
    HEART AND STROKE FOUNDATION OF BC AND YUKON
    one grant, 2018 · C$498 · revenue -4%

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
Heart and Stroke Foundation Canadian Partnership Fof Stroke Recovery

1. support the development of tools and resources for clinicians patients and families 2. hub for training and networking in stroke recovery 3. multi-site trials in stroke recovery

—
2
South Okanagan Similkameen Volunteer Centre Society

1. information and resource center for volunteers and non profit staff 2. outreach to targeted volunteer groups and engaging volunteers in the sector 3. community leadership 4. healthy connections – helping senior volunteers connect with…

—
3
Canadian Cancer Society - SociÉTÉ Canadienne Du Cancer

The Canadian Cancer Society works tirelessly to save and improve lives. We raise funds to fuel the brightest minds in cancer research. We provide a compassionate support system for all those affected by cancer across Canada and for all…

—
4
Kootenay Lake Hospital Foundation

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

—
5
Canadian Cancer Survivor Network

CCSN raises awareness among decision-makers through research on patient needs and responding to consultation opportunities of drug approval agencies. CCSN promotes health and patient input into health policy by continuing to advise…

—
6
Amyotrophic Lateral Sclerosis Society of Canada/SociÉTÉ Canadienne De La SclÉRose LatÉRale Amyotrophique

1. we provide peer reviewed als research grants. 2. we provide support for direct client services including an equipment program for people living with als in ontario. 3. we develop and distribute educational materials for people living…

—
7
Comox Valley Healthcare Foundation

Comox valley healthcare foundation (cvhf) raises funds through a variety of methods to support the general advancement of healthcare and healthcare related services in the comox valley. cvhf provides funding for medical and diagnotic…

—
8
Stroke Recovery Association of British Columbia

SRABC is committed to assisting BC's stroke survivors after they leave hospital and their caregivers to improve their quality of life. The core elements of the programs are as follow: 1. Mobility exercises 2. Improvement of communication…

—
9
Southern Alberta Myeloma Patient Society

(1) support to myeloma patients and care teams and provide information on available community resources (2) support local research initiatives in calgary and assist researchers through fund raising activities and donations (3) maintain…

—
10
Okanagan Falls Volunteer Fire Department

To raise funds for the purchase of rescue. related equipment for okanagan falls fire dept

—
11
Heart and Stroke Foundation of Ontario

1. funds researchers working in universities hospitals and research institutes across ontario. 2. provides the public with health information and education programs on preventing and managing heart disease and stroke. 3. provides…

—
12
Als Society of Alberta

The als society of alberta is a charitable organization dedicated to making each day the best possible day for people living with and affected by als (amyotrophic lateral sclerosis) across the province of alberta. we achieve our mission by…

—

For reference, the grantee most central to the portfolio’s shape is The Rotary Club of Calgary - Community Service Fund and the most unlike its peers is Agur Lake Camp Society. 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

8 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. 8 of the 12 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.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
8/8
Grantees still filing
6/8
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 budgetColorectal Cancer Association of Canada — C$88,000 over 3y, 3.5% of budgetSOUTH OKANAGAN SIMILKAMEEN MEDICAL FOUNDATION — C$29,803 over 2y, 0.5% of budgetSHELTERBOX CANADA — C$3,400 over 2y, 0.2% of budgetROTARY CLUB OF CALGARY - GUATEMALA LITERACY GLOBAL GRANT — C$3,245 over 2y, 0.1% of budgetSOUTH OKANAGAN RECOPE SOCIETY — C$2,000 over 4y, 0.4% of budgetNEIGHBOURLINK SUMMERLAND — C$1,500 over 3y, 1.6% of budgetAgur Lake Camp Society — C$500 over 1y, 0.3% of budgetHEART AND STROKE FOUNDATION OF BC AND YUKON — C$498 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.

Community Foundation …PayPal Giving Fund Ca…Canadian Online Givin…Canadahelps Canadon
Community Foundation of the South Okanagan SimilkameenBC8.1× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Community Foundation of the South Okanagan Similkameen · PayPal Giving Fund Canada · Canadian Online Giving Foundation/Fondation canadienne de dons en ligne · Canadahelps Canadon

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 12 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 2024-06-30, as published by the Canada Revenue Agency in 2024. Amounts are Canadian dollars, as filed and never converted. Registered as a charitable organization under foundations.

Source object 119205367:2024-06-30 · View the T3010 on the CRA register

Play a game based on Summerland Rotary’s filings →