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Canadian charities

Kelowna, BC · Private foundation

The Merrifield Family Foundation

Income generated from the investment of the initial and any future gifts will be distributed to fund qualified donees.

C$1.4M
Granted FY2024still arriving
20
Grants FY2024still arriving
1
Regions reached
C$300k
Largest
01What you fundRead
02Your edgeRead
03Your fieldRead
01What you fund
01FY2024 · 20 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under C$10k4 grants · C$17k
  • C$10k–50k8 grants · C$140k
  • C$50k–250k7 grants · C$915k
  • C$250k+1 grant · C$300k
C$30,000
Median grant
1
Regions reached
C$16M
Total assets
Largest grants
RecipientAmount
BRENTWOOD COLLEGE FOUNDATIIONC$300,000
KELOWNA GENERALC$190,000
CHILD ADVOCACY CENTRE OF KELOWNA SOCIETYC$190,000
KGH FOUNDATIONC$150,000
CHILD ADVOCACY CENTRE OF KELOWNA SOCIETYC$150,000
KELOWNA GENERALC$100,000
KARIS SUPPORT SOCIETYC$85,000
UPTOWN RUTLAND BUSINESS ASSOCIATIONC$50,000
LIFTED YOUTH AND MENTAL HEALTH FOUNDATIONC$40,000
POWER TO CHANGE MINISTRIESC$30,000
OKANAGAN COLLEGE FOUNDATIONC$20,000
OKANAGAN HUMANE SOCIETYC$10,000
MAMAS FOR MAMASC$10,000
KELOWNA ACTORS STUDIO ACADEMY FOUNDATIONC$10,000
BC CHILDREN'S HOSPITAL FOUNDATIONC$10,000
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.

80%of every dollar goes to organizations you’ve funded before.
C$3.3M · 28 repeat orgsC$842k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +93% since the first grant, against +31% for the ones you funded once.

28 repeat relationships — 11 still active in FY2024, 17 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

28
35

Total granted

C$3.3M
C$410k

Median revenue growth · since first grant

+93%
+31%

Still filing today

96%
94%

New vs renewed · share of each year

In FY2024, 69% of grant dollars renewed an existing relationship; C$432k went to new ones.

50%100%’17’18’19’20’21’23’24
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

  • KG
    Kelowna General Hospital Foundation
    6× · 2017–2024 · C$1.1M · revenue +101%
  • KS
    KARIS SUPPORT SOCIETY
    6× · 2017–2024 · C$473k · revenue +93%
  • CA
    CHILD ADVOCACY CENTRE OF KELOWNA SOCIETY
    2× · 2023–2024 · C$440k · revenue +9%

Funded once

  • HF
    Habitat For Humanity Okanagan Societygraduated
    one grant, 2017 · C$25k · revenue +92%
  • NC
    NOW Canada Societygraduated
    one grant, 2017 · C$25k · revenue +109%
  • WP
    Wildlife Preservation Canada
    one grant, 2017 · C$25k · revenue +22%

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
Streetohome Foundation

Streetohome Foundation is changing lives and building better futures by working with the private sector to broker and leverage new funding innovative ideas and opportunities for collaboration between public and non-profit sectors to…

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2
Vancouver Foundation

Vancouver Foundation leverages the generosity of donors towards projects initiatives and organizations working to create meaningful and lasting impact on our communities. We continued delivering a number of grant programs and initiatives…

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3
Canadian Mental Health Association B.C. Division

CMHA BC Division strives to develop and provide quality services and supports for those living with mental illness and/or addiction and promote mental health for all British Columbians. As a provincial organization we (a) deliver mental…

—
4
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…

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5
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…

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6
British Columbia Mental Health Society Branch

The British Columbia Mental Health Society Branch (BCMHS) provides a diverse range of provincial specialized one-of-a-kind services for adults across the province; as well as provincial leadership for system-wide planning, research and…

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7
Canucks for Kids Fund

Canucks for Kids Fund dedicates resources and time to qualified charities benefiting children youth and families by focusing on health and wellness social development education and awareness and grassroots hockey. Funding: Core…

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8
Canadian Mental Health Association Vancouver-Fraser Branch

1) mental health program development & delivery-we help build mental health skills and resilience for individuals. this includes parent support employment services crisis lines youth programs and support groups. 2) mental health education…

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9
Variety - the Children's Charity of Bc

Programs undertaken to deliver life-saving and life-enhancing grants for equipment therapy and services to children in BC who have special needs along with their families and supporting organizations. Variety funds renovations equipment…

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10
Vancity Community Foundation

VCF delivers funding and develops charitable programs and projects that contribute to economic inclusion social justice and environmental sustainability. Key program areas include: 1) Providing grants to qualified donees in partnership…

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11
Special Olympics British Columbia Society

Special Olympics British Columbia Society provides year-round sport training and competitive activities that lead to participation in regional provincial and national events providing opportunities for individuals with intellectual…

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12
Connective Support Society

Connective is a community-based social services nonprofit operating in BC and the Yukon to create safe healthy and inclusive communities for all. Over the past 90 years we’ve woven a strong social safety net that addresses the needs of all…

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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 Aberdeen Hall Senior School 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

66 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. 66 of the 69 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.

2
Load-bearing (≥25% of a budget)
26
Early backer (in before they grew)
64/66
Grantees still filing
54/66
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 budgetKelowna General Hospital Foundation — C$1,134,600 over 6y, 2.3% of budgetKARIS SUPPORT SOCIETY — C$472,810 over 6y, 8.3% of budgetCHILD ADVOCACY CENTRE OF KELOWNA SOCIETY — C$440,000 over 2y, 12% of budgetBRENTWOOD COLLEGE FOUNDATIION — C$300,000 over 1y, 4.4% of budgetTHE BRIDGE YOUTH & FAMILY SERVICES SOCIETY — C$176,000 over 2y, 2.4% of budgetNITEO AFRICA SOCIETY — C$125,000 over 3y, 63% of budgetCENTRE FOR ADDICTION AND MENTAL HEALTH FOUNDATION (CAMH) — C$115,000 over 3y, 0.1% of budgetCENTRAL OKANAGAN COMMUNITY FOOD BANK — C$110,000 over 5y, 0.8% of budgetTELUS FRIENDLY FUTURE FOUNDATION - FONDATION — C$100,000 over 2y, 0.3% of budgetKelowna Women's Shelter — C$70,000 over 3y, 3.5% of budgetAberdeen Hall Senior School Society — C$70,000 over 2y, 1.0% of budgetMamas for Mamas — C$65,000 over 5y, 6.2% of budgetOKANAGAN COLLEGE FOUNDATION — C$65,000 over 4y, 0.5% of budgetELEVATION OUTDOOR EXPERIENTIAL PROGRAMS ASSOCIATION — C$58,000 over 2y, 8.2% of budgetCANADIAN MENTAL HEALTH ASSOCIATION — C$55,000 over 2y, 0.6% of budgetBC CHILDREN'S HOSPITAL FOUNDATION — C$40,000 over 4y, 0.0% of budgetKELOWNA ACTORS STUDIO ACADEMY FOUNDATION — C$30,620 over 3y, 3.3% of budgetPOWER TO CHANGE MINISTRIES — C$30,000 over 1y, 0.1% of budgetKELOWNA GOSPEL MISSION SOCIETY — C$27,500 over 4y, 0.1% of budgetHabitat For Humanity Okanagan Society — C$25,000 over 1y, 0.9% of budgetNOW Canada Society — C$25,000 over 1y, 1.2% of budgetWildlife Preservation Canada — C$25,000 over 1y, 1.8% of budgetST.PAUL'S FOUNDATION OF VANCOUVER — C$25,000 over 1y, 0.0% of budgetVista Academy — C$20,000 over 2y, 4.4% of budgetBC SPCA — C$20,000 over 3y, 0.0% of budgetBC CANCER FOUNDATION — C$20,000 over 1y, 0.0% of budgetCENTRAL OKANAGAN ELIZABETH FRY SOCIETY — C$20,000 over 2y, 1.5% of budgetTREE CANADA — C$20,000 over 1y, 0.4% of budgetTHE SALVATION ARMY KELOWNA COMMUNITY CHURCH — C$20,000 over 2y, 11% of budgetDELTA HOSPICE SOCIETY — C$20,000 over 1y, 0.6% of budgetWE CHARITY — C$20,000 over 1y, 0.0% of budgetTHE BOARD OF EDUCATION OF SCHOOL DISTRICT NO 23 (CENTRAL OKA — C$19,408 over 2y, 0.0% of budgetCanucks Austism Network Society — C$17,000 over 1y, 0.5% of budgetBC TECHNOLOGY FOR LEARNING SOCIETY — C$15,000 over 2y, 0.3% of budgetECOJUSTICE CANADA SOCIETY — C$15,000 over 1y, 0.2% of budgetBALLET KELOWNA — C$12,500 over 2y, 1.0% of budgetThird Space Life Charity Foundation — C$11,000 over 2y, 10% of budgetRight to Play International — C$10,000 over 1y, 0.0% of budgetANTIGONISH AFFORDABLE HOUSING SOCIETY — C$10,000 over 2y, 0.9% of budgetECOTRUST CANADA — C$10,000 over 1y, 0.2% of budgetPLANNED PARENTHOOD TORONTO — C$10,000 over 1y, 0.2% of budgetOKANAGAN HUMANE SOCIETY — C$10,000 over 1y, 0.8% of budgetAMNESTY INTERNATIONAL — C$10,000 over 1y, 16% of budgetCentral Okanagan Hospice Association — C$10,000 over 1y, 12% of budgetBREAKFAST CLUB OF CANADA — C$10,000 over 1y, 0.0% of budgetTHE CANADIAN ASSOCIATION FOR COMMUNITY LIVING — C$10,000 over 2y, 0.6% of budgetPATHWAYS CLUBHOUSE — C$10,000 over 1y, 0.4% of budgetBoston Pizza Foundation — C$10,000 over 1y, 0.3% 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 FoundationUnited Way Southern I…Rotary Club of Kelown…Sonrise FoundationFirst West FoundationTraine Charitable Fou…The Calgary FoundationCommunity Foundation …TELUS Friendly Future…United Way British Co…Nicola Wealth Private…
Central Okanagan FoundationBC23.6× affinity21 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Central Okanagan Foundation · Falcon Foundation · United Way Southern Interior Bc · Rotary Club of Kelowna Foundation · Sonrise Foundation · First West Foundation · Traine Charitable Foundation · The Calgary Foundation · Community Foundation of the North Okanagan · TELUS Friendly Future Foundation - Fondation TELUS Pour un Futur Meilleur · United Way British Columbia · Nicola Wealth Private Giving Foundation

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 69 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 851337659:2024-12-31 · View the T3010 on the CRA register

Play a game based on Merrifield Family’s filings →