Rapport annuel 2015-2016 - Canadian Federation of University

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CFUW Charitable Trust / La Fondation de la FCFDU
WHO WE ARE / QUI NOUS SOMMES
The CFUW Charitable Trust received a registered charity number in Ontario in 1967 to allow it to receive and administer the
funds supporting the CFUW Fellowships and Awards Program. In 1976, with rule changes governing charities, the Trust began
to build a reserve fund to provide for future awards.
The Trust operates at arms length from CFUW, as mandated by the CRA. Our main goal is to raise funds to support the CFUW
Fellowships and Awards Program, while CFUW is responsible for administration and adjudication of the Program.
En 1967, la Fondation de la FCFDU a reçu un numéro d’organisme de bienfaisance enregistré en Ontario lui permettant de
recevoir et gérer les fonds qui financent le Programme de bourses de recherche et de prix de la FCFDU. En 1976, avec les
changements de règles régissant les organismes de bienfaisance, la Fondation a commencé à constituer un fonds de réserve
destiné aux prix futurs et aux augmentations des prix existants.
La Fondation exerce ses fonctions sans lien de dépendance à l’égard de la FCFDU, comme prescrit par l’Agence de revenu du
Canada. Notre principal objectif est de recueillir des fonds pour appuyer le Programme de bourses de recherche et Prix de la
FCFDU tandis que la FCFDU est responsable de l’administration et du processus de sélection du programme.
WHAT WE DO / CE QUE NOUS FAISONS
The CFUW Charitable Trust assists women university graduate to further their postsecondary education and to enhance their
contribution to the future of Canada. The Charitable Trust receives funds from individual members, Clubs, Regional Councils,
and corporate donors. It administers an investment portfolio of over 1.4 million dollars, which is managed professionally on our
behalf.
This year, 16 students have received awards for their studies, and the Creative Arts Award has also been granted. The CFUW
Charitable Trust is also very pleased to announce the inaugural CFUW Aboriginal Women's Award. A major donation to the
Trust by the Education Council-Wolfville was announced at the 2015 CFUW AGM and this award is funded through that
generosity.
La Fondation de la FCFDU aide les femmes diplômées des universités à poursuivre leurs études postsecondaires et à accroître
leur contribution à l’avenir du Canada. La Fondation reçoit des fonds des membres individuels, des clubs, des conseils
régionaux et des dons de sociétés. Elle est responsable de l’administration d’un portefeuille de placement de plus de 1,4 million
de dollars, lequel est géré par des professionnels pour le compte de la Fondation.
Cette année, 16 étudiants ont reçu des prix pour leurs études et le Prix en arts créatifs a également été décerné. La Fondation de
la FCFDU est également très fière d’annoncer la toute première Bourse des femmes autochtones de la FCFDU. L’octroi d’un
don majeur à la Fondation par le conseil d’enseignement de Wolfville a été annoncé lors de l’AGA 2015 de la FCFDU et c’est
grâce à cette générosité que le financement de cette bourse a été rendu possible.
THE FUTURE / LE FUTUR
In 2019, CFUW will celebrate its 100th Anniversary. The 100th Anniversary Scholarship Project has a goal of raising $100,000
for national and local awards, the project in gaining momentum and is well on its way to success with a wide variety of
fundraising ideas and plans
En 2019, la FCFDU fêtera son 100e anniversaire. Le Projet de bourse du 100e anniversaire a comme objectif de recueillir la
somme de 100 000 $ pour les prix locaux et nationaux. Le projet se développe bien et, avec une diversité d’idées et d’intentions
de financement, son succès est pratiquement assuré.
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Message from the Acting Chair
Message de la présidente par intérim
Susan Murphy
CFUW Charitable Trust 2015-2016 La Fondation de la FCFDU
This year marks the 40th anniversary of the Trust, providing funding for women in post secondary education,
advanced study and research, and helping them to play a strong role in public life and the Canadian economy. We
are very grateful to CFUW Regional Councils, Clubs and members for your continuing generosity to the Trust and
your enthusiasm for the 100th Anniversary Scholarship Project.
Key Trust activities include the first competition for the CFUW Aboriginal Women's Award, funded by a major
donation to the Trust by the Education Council-Wolfville; the launch of the Trust's new logo and public
website,www.cfuwcharitabletrust.ca; and publication of our new brochure outlining the many ways you can help
the Trust - through tribute and legacy gifts, fundraising activities and events, donations directly to the Trust or
CanadaHelps.org, and now also by converting Air Miles into donations through www.airmiles.ca.
I extend my thanks for their ongoing commitment to the Trustees; bookkeeper Lynn Franklin; CFUW Fellowships
Committee; Investment Advisor Andrew Posthumous; CFUW Fellowships Manager, Betty Dunlop and Executive
Director, Robin Jackson; and to CFUW member Beverley Boudreau who generously donated her time and expertise
to our new logo and brochure.
Cette année marque le 40e anniversaire de la Fondation, laquelle fournit le financement aux femmes qui font des
études postsecondaires ainsi que des études et des recherches poussées, et qui les aide à jouer un rôle majeur dans
la vie publique et dans l’économie canadienne. Nous devons toute notre reconnaissance aux conseils régionaux, aux
clubs et aux membres de la FCFDU pour votre constante générosité envers la Fondation et pour votre enthousiasme
pour le Projet de bourse du 100e anniversaire.
Les principales activités de la Fondation comprennent le premier concours pour la Bourse des femmes autochtones
de la FCFDU financé par un don majeur à la Fondation par le conseil d’enseignement de Wolfville, laquelle a été
remise cette année à une étudiante en médecine; le lancement du nouveau logo et du site Web public de la
Fondation, www.cfuwcharitabletrust.ca, qui sert à accroître la visibilité de la Fondation et mettre en valeur son
excellent travail; la publication de notre nouvelle brochure qui décrit comment vous pouvez aider la Fondation de
diverses façons – dons honorifiques et dons planifiés, activités et événements de financement, dons adressés
directement à la Fondation ou à CanadaHelps.org, et maintenant aussi en échangeant des Air Miles en dons par le
biais de www.airmiles.ca.
Je tiens à remercier aussi les membres du conseil d’administration suivants pour leur engagement soutenu : Carol
Hare, Joanne Jamieson, Ann McElhinney, Doris Mae Oulton et Kathryn Wilkinson; l’aide-comptable Lynn
Franklin; le comité des bourses de recherche de la FCFDU dirigé par la présidente Patricia McGregor; Andrew
Posthumous, conseiller en placements, Hollis Wealth, gestion; le personnel de la FCFDU, Betty Dunlop, directrice
du Programme des bourses de recherche et Robin Jackson, directrice générale; et cette année, Beverley Boudreau,
membre et graphiste, qui a généreusement donné de son temps et offert ses compétences pour la création de notre
nouveau logo et de notre nouvelle brochure.
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Winners for 2016-2017 Les boursières
pour l’année
the Academic
universitaire
Year
CFUW Aboriginal Women’s
Award (AWA) $13,500
Inaugural Recipient
Brittany Chubbs
Brittany Chubbs is currently completing
a Masters of Health Ethics and is enrolled
in the first year of Medical School at the
Memorial University of Newfoundland.
“Let me reassure you that you have
Her research to date has focused largely
made a wise investment in me. This
on issues in Aboriginal health and
award will greatly support me in my
Aboriginal research ethics. Brittany’s
continued journey towards
other interests include women’s and
becoming a physician. I will always
children’s health and rural medicine.
be mindful of the needs of my fellow
Aboriginal peoples and aim to address these throughout my career. Thank you so much.”
Bourse Alice-E-Wilson de la FCFDU 5 000 $
Yarong Shi
M. Sc., Génie des systèmes environnementaux, Université de Regina
Yarong s’intéresse aux comportements des nouveaux
contaminants dans les eaux de surface des petites collectivités
autochtones. La salubrité de l’eau compte parmi les plus
importants enjeux de santé publique. Les résultats de son étude
amélioreront notre compréhension des risques découlant des
nouveaux contaminants dans les sources d’eau. Les résultats
pourront aussi aider à déterminer les traitements et stratégies de
gestion de l’eau appropriés pour en arriver à un contrôle efficace
de la pollution dans les petites collectivités et les collectivités
autochtones.
CFUW 1989 École Polytechnique Commemorative Award $5,000
Jaycee Sabapathy
Master of Public Health, University of Hertfordshire
Hypertension is the leading risk factor for stroke and Atlantic Canada has the
highest rates of hypertension in the country. Jaycee’s project will identify
factors associated with Atlantic Canadian women age 60 and over who are
unable to achieve hypertension control. Modification of these factors can help
decrease stroke risk due to hypertension.
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CFUW Dr. Margaret
McWilliams PreDoctoral Fellowship
$11,000
CFUW Memorial
Fellowship
$8,000
CFUW 1989 École
Polytechnique
Commemorative Award
$7,000
CFUW Linda Souter
Humanities Award
$6,000
Jamie Rothenburger
Emily Underwood
Michelle Y. Savard
Kate Bevan-Baker
CFUW Dr. Alice E. Wilson Awards $5,000 each
Clara Fallone
Naazish Bashir
CFUW Bourse
Georgette
LeMoyne
$5,000
Kyra Kane
Krista Reimer
Emilie Champagne
Elizabeth
MacIsaac
Ruth Binnie
Fellowship $6,000
CFUW Margaret Dale Philp
Award $3,500 Funded by
CFUW Kitchener-Waterloo
Canadian Home
Economics
Association
(CHEA)
Fellowship $6,000
CFUW
Elizabeth Massey
Award $5,000
Funded by the
Massey Family
Kate Sinclair
Vivian Huang
For more details about
the winners’ research,
visit the CFUW website:
www.cfuw.org
CFUW Beverley Jackson
Fellowship
$2,000 Funded by
UWC North York
Michelle Duncanson
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Treasurer’s Report
Ann McElhinney
Rapport de la
trésorière
The Charitable Trust year ending April 30th, 2016 has been a busy and successful one even though it did not include the
remarkable one-time contributions received in 2015. The minor decline of the investment account was a result of the poor
performance of the Canadian equity markets as well as the Canadian preferred share market. As the Charitable Trust
investment policy prevents us from having a sizable portion in non-Canadian entities, we were not able to avoid the
downturn.
Over all our investments are doing well thanks to the guidance of Andrew Posthumus of HollisWealth. The portfolio is
well positioned regarding debt instruments (preferred shares, money markets and cash) and we own high quality, dividendproducing equities. We welcome inquiries regarding the details of our holdings
Clubs have continued to remember the Trust with generous donations and many individuals have done so as well. Clubs
and individuals continue to support the École Polytechnique award with events around December 6 th. Clubs and Councils
use various methods to raise funds for the Trust including, dinners, raffles, book sales, silent auctions, card parties. We are
grateful for the time and effort that is represented by these events. Particular kudos to those responsible for the very
successful boutique held at the Quebec City AGM. Last year at the AGM the Charitable Trust Breakfast became the
Charitable Trust Lunch and this will be continued. We are looking forward to meeting our long-time supporters and some
new comers this year. A summary Report of our financial situation is found on page 7 and the complete financial
Statements can be found on the new Charitable Trust website www.cfuwcharitabletrust.ca
Our much appreciated donors are listed on page 10. If your Club is not there, perhaps it could be next year!
L’exercice financier de la Fondation qui s’est terminé le 30 avril 2016 a été dynamique et couronné de succès bien qu’il
n’inclue pas les contributions uniques remarquables reçues en 2015. La légère baisse du compte d’investissement était le
résultat du rendement insatisfaisant des marchés boursiers canadiens et du marché des actions privilégiées. Comme la
politique d’investissement de la Fondation nous empêche d’avoir une portion appréciable en entités non canadiennes, il
nous a été impossible d’éviter le ralentissement économique.
L’ensemble de nos investissements se porte bien grâce aux conseils d’Andrew Posthumus de chez HollisWealth. Le
portefeuille est bien placé en ce qui concerne les instruments d’emprunt (actions privilégiées, marchés monétaires et
liquidités) et nous possédons des actions de qualité supérieure produisant des dividendes. Nous sommes heureux de
répondre aux demandes concernant les détails de nos actifs.
La grande générosité dont ont fait preuve les clubs de même que de nombreuses personnes démontre que la Fondation
n’est pas oubliée. Les clubs et les individus continuent d’appuyer la Bourse de l’École Polytechnique par le biais
d’activités du 6 décembre. Les clubs et les conseils utilisent diverses méthodes pour recueillir des fonds pour la Fondation,
dont des dîners, des tirages au sort, des ventes de livres, des encans silencieux et des parties de cartes. Nous remercions
ceux qui ont consacré temps et efforts pour l’organisation de ces événements. Des félicitations toutes particulières aux
responsables de la boutique couronnée de succès et ouverte lors de l’AGA tenue à Québec.
Lors de l’AGA de l’année dernière, le petit-déjeuner de la Fondation est devenu le dîner-causerie de la Fondation,
événement qui se poursuivra. Nous nous réjouissons à la perspective de rencontrer nos supportrices de longue date et
aussi, cette année, quelques nouvelles venues.
Vous trouverez un récapitulatif de notre situation financière à la page 7. Pour les états financiers complets, veuillez
consulter le nouveau site Web de la Fondation au www.cfuwcharitabletrust.ca
La liste de nos généreux donateurs se trouve à la page 10. Votre club pourrait en faire partie l’an prochain!
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SUMMARY OF FINANCIAL RESULTS 2015 – 2016
Trustees of the CFUW
Charitable Trust
Revenue
Donations and fundraising
Realized gain (loss)
Unrealized gain (loss)
Investment income
Gain on foreign exchange
$79,019
<8,078>
<121,359>
61,130
11,098
Susan Murphy, Acting Chair
CFUW Nanaimo, Past President CFUW
Ann McElhinney, Treasurer
21,810
Expenses
Administered awards
CFUW awards
CFUW fellowships
Grant - creative arts
Event costs
Investment management fees
Office and general
Professional fees
CFUW Etobicoke
5,500
48,000
31,000
4,000
4,168
13,589
11,266
4,838
Joanne Jamieson, Assistant Treasurer
CFUW Etobicoke
Carol Hare
CFUW Mississauga, Promotions
Kathryn Wilkinson
CFUW Mississauga, VP Education CFUW
Excess of Revenue over Expenses
Unrestricted Net Assets beginning of year
Internally Restricted Net Assets
Unrestricted Net Assets, end of year
122,361
<100,551>
Doris Mae Oulton
UWC Winnipeg, President CFUW
1,636,656
<4,000>
$1,532,105
* Fiorenza Albert-Howard
Chair
UWC Vancouver; to September 2015
* Full financial report available on website
www.cfuwcharitabletrust.ca
CFUW Creative Arts Award Winner 2015-2016 $4,000
The Community Music School of Waterloo Region
This award is given on a biannual basis with the CFUW Library
Award given in the second year. With this award, the Community
Music School will expand the capacity of the organization to offer
community performance opportunities for youth in the program,
strengthen the ability to offer pedagogical training to their teachers,
and expand the core programming.
The organization offers opportunities to youth in their community
who face socioeconomic barriers to making music. Their programs
provide access to music, instruction, and performance opportunities
for children as young as five up to high school students. Except for
one paid staff, it is entirely volunteer run. Since the start in 2012,
the program has expanded every year.
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PHOTO left to right: Caroline Hissa (CMSWR);
Helen Sami, CFUW Library and Creative Arts
Committee; and Kari Kokko (CMSWR)
2015-2016
Events Highlights
UWC Vancouver
12th Annual Commemorative and Fund Raising event
at Hycroft, Dec 2, 2015, raised nearly $1,000 in
donations for the Trust.
CFUW White Rock/Surrey members who organized
and ran the annual Boutique/Silent Auction fundraiser
for the Charitable Trust at the BC Council AGM.
PHOTO left to right: Cleta Brown, President UWC
Vancouver; Susan Murphy, A/Chair, Charitable Trust; and
Susan Chappelle, City Councillor from Squamish, Guest
Speaker.
CFUW North Bay has hosted the Charitable Trust
Dinner since 2004, recognizing the National Action
Day to End Violence against Women and holding a
fundraiser for the CFUW 1989 École Polytechnique
Memorial Awards.
PHOTO: North Bay Police Chief Paul Cook,
Guest Speaker with the Past Presidents and Co-Chairs of
the event, Anna Petruzella (left), and Heather Chambers.
WEST VANCOUVER and NORTH
VANCOUVER Memorial Luncheon
Supporting L’École Polytechnique
National Awards
On Dec 4, 2015, a group of 20 CFUW
members from the two Clubs held their
third annual commemorative luncheon and
highly successful fundraiser, remembering
the victims of the L'École Polytechnique
Polytechnique Montreal Massacre.
Toronto
Caucus
2015
Members of the CFUW Toronto Caucus held their
annual luncheon on December 4th in memory of
the fourteen women who were singled out and
murdered at the Ecole Polytechnique in 1989.
Guest speaker Dr. Kim Stanton gave an inspiring
and educational address on "Addressing Violence
against Indigenous Women: Truth, Reconciliation,
and a National Inquiry."
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The
100th
Anniversary
Scholarship
Project
Le projet
de
bourse
du 100e
anniversaire
Making a Difference in 2019 / Faire une différence en 2019
To celebrate the CFUW’s 100th Anniversary, the local, regional and national levels of CFUW have as their
goal the provision of an additional $100,000 in scholarships and awards in 2019. / Pour célébrer le
100e anniversaire de la FCFDU, les échelons local, régional et national de la FCFDU ont pour objectif une
réserve additionnelle de 100 000 $ pour les bourses d’études et les prix de 2019.
To date, over $85,000 has been committed/received for local and national awards from 26 Clubs, three
Regional Councils, the CFUW Charitable Trust and the Camino Fundraiser. / Jusqu’à maintenant, une somme
de plus de 85 000 $ a été engagée/reçue pour les prix locaux et nationaux de la part de 26 clubs, trois conseils
régionaux, la Fondation de la FCFDU et l’activité de financement Camino de Santiago.
The 100th Anniversary Scholarship Project Committee now has representation from across Canada. Members,
Jeannette Mergens (BC) Carol Hare (ON) and Janice Moores (NLD) and Susan Murphy, acting Chair of the
CFUW Charitable Trust, have been busy and we are moving closer to our goal of $100,000 in 2019.
In January, the CFUW Board of Directors approved a "Matching Gift Campaign" giving donors the opportunity
to double their contributions to the Project. This exciting campaign will be introduced at the AGM in St.
Catharines and will run until the 2017 AGM in Richmond. / En janvier, le conseil d’administration de la
FCFDU a approuvé une « campagne de dons jumelés » qui permet aux donateurs de doubler leur contribution
au projet. Cette campagne stimulante sera présentée lors de l’AGA à St. Catharines et se déroulera jusqu’à la
tenue de l’AGA de Richmond, en 2017.
The October 2015 Club Survey confirmed that a majority of Clubs are planning to participate in the Scholarship
Project; 2/3 of respondents reported having a plan to give additional local awards with the phrase “CFUW
100th Anniversary” in the name; 1/3 reported a plan to give a donation to the CFUW Charitable Trust to help
fund additional awards through the national Fellowships program in 2019, and 70% were aware of the
communications about the Project.
We look forward to participation from across the country for 2019 and want to hear from you! Please contact
100th Anniversary Scholarship Project Leader, Lynn Franklin, by email at [email protected] with
your plans. / Nous comptons sur votre participation des quatre coins du pays pour 2019 et nous voulons vous
entendre! Veuillez communiquer par courriel vos intentions à Lynn Franklin, responsable du Projet de bourse
du 100e anniversaire, à l’adresse [email protected].
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Donor Recognition
Reconnaissance des donateurs
The Trust is grateful to the following Clubs, Scholarship funds, Councils and like-minded groups who
have contributed to the Charitable Trust between May 1st, 2015 and April 30th, 2016.
La Fondation remercie les clubs, conseils, fonds de bourses d’études et groupes attachés aux mêmes
principes suivants qui ont apporté leur contribution à la Fondation entre le 1er mai 2015 et le
30 avril 2016.
British Columbia
Ontario
Atlantic Region
CFUW West Vancouver
UWC of Vancouver Trust Fund
CFUW Richmond
CFUW Prince George
CFUW Nanaimo
CFUW Victoria
CFUW Parksville-Qualicum
CFUW Kelowna
CFUW Coquitlam
UWC Vancouver
CFUW Hamilton
CFUW Orillia
CFUW K-W Charitable Fund
CFUW North Bay
CFUW Perth & District
CFUW Welland and District
CFUW Leaside-East York
CFUW Windsor
CFUW St Catharines
UWC North York
CFUW Mississauga
CFUW Milton and District
CFUW Aurora Newmarket
CFUW Ottawa
UWC North York Scholarship
Fund
CFUW Moncton
CFUW Saint John
CFUW Wolfville
CFUW Truro
CFUW Halifax
CFUW Charlottetown
CFUW St. John’s
Prairies
CFUW Edmonton
CFUW Strathcona County
CFUW Saskatoon Scholarship
Trust
CFUW Yorkton Inc
CFUW Prince Albert
Councils & Others
CFUW Ontario Council
CFUW BC Council
CFUW Charitable Trust
Board
CFUW Toronto Caucus
Quebec / Québec
UWC Montreal Lakeshore / AFDU Montréal Lakeshore
CFUW Montreal South Shore / FCFDU Rive-Sud de Montréal
CFUW Sherbrooke & District / FCFDU de la région de
Sherbrooke
Thanks to all who contributed enabling us to provide opportunities to women across Canada to continue
their education.
Nous remercions sincèrement toutes les personnes ayant contribué et qui nous permettent ainsi d’offrir
aux femmes la possibilité de poursuivre leur éducation.
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How You Can Help the CFUW Charitable Trust
Provide a Gift in Honour – Celebrate or honour someone special by providing a gift...
Plan, Host, or Attend an Event - Participate in a fundraiser to benefit the Charitable Trust...
Join the Monthly Friendship Plan - Be a monthly donor with automatic instalments (to
Canadian Federation of University Women) on-line through CanadaHelps.org...
Make a Direct Donation - by cheque, at any time, payable to the CFUW Charitable Trust,
62 Thompson Avenue, Toronto, ON M8Z 3T4...
Legacy Planning - Charitable will bequests are the means by which ordinary people create
extraordinary gifts. Look for the CT brochure...
Attend the CFUW Fellowships Lunch - An integral part of the CFUW AGM and
Conference, this fundraising event first raises awareness about the Charitable Trust and the
Fellowships Program and second supports the Trust and the Fellowships Program
financially...
Annual Boutique - donate or purchase a gift at the Boutique at the CFUW AGM...
Purchase - Celebration cards for special occasions. Donations are made to the CT and the
donor sends the cards when desired; charitable receipts given for donations over $20. And
NEW THIS YEAR, beautiful Seasonal Cards in packages of 12/$15 to send family and
friends...
Peace
Paix
For more information, email – [email protected]
CFUW Charitable Trust Charitable Registration #BN 1380-240-13 RR0001
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www.cfuwcharitabletrust.ca
Canada’s platform for donating and fundraising online
Make a monthly or one time donation to the Trust
Use your AIR MILES® Cash Miles to donate and make a difference
Small Change. Big Difference. Effortless rounding-up for your
favourite charities
CFUW Charitable Trust Annual Report 2015 - 2016
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