YMCA ofNorthern Alberta

John Lilley, Chair of the Board The Edmonton YMCA Foundation

Nick Parkinson, President and CEO YMCA of Northern Alberta

FOUNDATIONTHE EDMONTON YMCA

Over the past three years, YMCA of Northern Alberta has focused its work to address three urgent needs facing our communities: health and well-being, child and youth development, and opportunity for all.

Today’s YMCA of Northern Alberta serves over 100,000 individuals through our program and service delivery in the areas of child care, health, fitness and aquatics, and community and housing initiatives. Serving the regions of Edmonton, Wood Buffalo and Grande Prairie, together with our employees, members, participants, donors and committed volunteers we are creating communities where reaching one’s potential is every person’s right.

Donors to The Edmonton YMCA Foundation help ensure the continued success of YMCA of Northern Alberta in a special way. By endowing their

gifts through the Foundation, these donors ensure stable funding that will impact lives for generations to come... a legacy that lives on forever.

While the past year has been challenging from an investment perspective, the Board of The Edmonton YMCA Foundation continues to prudently steward the funds entrusted to our care. And we continue to work with donors to realize their vision for strong kids, healthy families and vibrant communities for their children, grandchildren, and great-grandchildren.

We would like to extend our sincere appreciation to all our donors, Foundation Board members and Heritage Club Members. Thanks to your generous support, the YMCA legacy of building healthy communities will endure for generations.

2016 REPORT TO THE COMMUNITY

Summarized Financials Highlights for the year ended March 31, 2016

• Total Assets: $3.78 million (2015: $3.85 million)

• Received in contributions: $89,085 (2015: $20,735)

• Return on investments: 0.65% (weighted benchmark: -1.12%) (2015: 10.44%)*

• 10 year return on investments: 5.57% (weighted benchmark: 5.17%) (2015: 6.63%)*

• Net investment income: $986 (2015: $340,694) *before investment custodial and management fees

NOTE: Disbursements are made to YMCA of Northern Alberta programs and international initiatives as a percentage of the investment income from the previous fiscal year. For example, $142,000 was disbursed to YMCA of Northern Alberta in 2016 from the investment income earned to March 31, 2015 (10.44%). Net investment income for the year ending March 31, 2016, was $986. The Board and management of The Edmonton YMCA Foundation are looking at options for 2017 YMCA program funding and a longer-term strategy for years when investment returns are low or negative.

For a copy of the audited financial statements, contact Leona Yez at lyez@northernalberta.ymca.ca or 780 499-3627.

Received in Contributions

$89,085 213Total Number of Heritage Club Members

Total Assets

3.78 M

Endowment Funds support a wide variety of needs such as life-enriching YMCA programs and assisting children, youth, and families in need.

Bill Rees YMCA Community Programs Awards and Scholarships

1907 – 2007 Centennial Trust Al Maydonik Trust Fund

Archie M. Langille Trust Fund Bennett Clarke Memorial Scholarship Fund

Eldon and Phyllis Fowler Fund Edwin S. Cook Leadership Fund

Len Dolgoy and Catherine Miller Trust Fund Franco and Barbara Savoia Star-Builder Scholarship Fund

Y’s Men’s Trust Fund Ron Coulombe “Joy of Asking” Legacy Award

YMCA Programs - Health, Fitness & Aquatics Youth and Community Progams

David Nathan Kushner Memorial Fund Lammerink Family Fund

Jill Zimmerman Memorial Fund William Lutsky Trust Fund

Larry Pollock Youth Recreation Fund Youth and Community Endowment Fund Jean-Louis Cloutier

Liz and Jeremy Herbert Endowment Fund Other

Patricia Ellen (Pattey) Ready Memorial Fund Literacy Endowment Fund

William Weir Memorial Fund Matthew Peddle Memorial Fund for Children with Disabilities

Housing Support Programs Michael Zolf Trust Fund

Rebecca Suen Fund for the Homeless Robert J. Turnbull Trust Fund

Sam Gabriel Trust Fund Tim Melton Family Fund

Wilfred Oliver (Mac) McLean Trust Fund

The Power of EndowmentEndowment giving has the ability to inspire and transform, to make an impact for generations to come. The true power of endowment is in its longevity – maintaining the capital while using a portion of the investment income to fund programs. Any remaining income is reinvested in the fund in order to protect against inflation.

In just eight years a fund that started with a gift of $27,870 has now disbursed over $12,000 to support YMCA of Northern Alberta programs and has a current balance of over $38,000. This fund will continue to grow and to support the community for the next eight years, and the next eight after that, and again after that...

northernalberta.ymca.ca For a copy of the audited financial statements, contact Leona Yez at lyez@northernalberta.ymca.ca or 780 499-3627.

The Edmonton YMCA Foundation Awards and Scholarships were presented to all recipients by John Lilley, Board Chair, and Nick Parkinson, President and CEO, YMCA of Northern Alberta in October 2015, at YMCA of Northern Alberta’s “Thanks for Giving” Event. Congratulations to all of our award recipients!

N. Allen "Al" MaydonikLeadership Award

Award Recipient Erica Lee

Franco and Barbara Savoia Star-Builder Scholarship Fund

Award Recipient Trevor Roberts

Ron Coulombe “Joy of Asking” Legacy Award

Award Recipient Candace Stecyk

Edwin S. Cook Leadership Award

Award Recipient Denise Ma

Wanda’s Story“I joined the YMCA of Northern Alberta because of their work helping children and youth become community contributors and resilient citizens. The Y responds to community needs and makes tremendous contributions,” says Wanda Wetterberg, member of the YMCA Heritage Club. “The Y’s goal to never turn anyone away because of an inability to pay means they need financial support from people like me.”

Wanda has left a portion of her estate to the YMCA through her will. She likes the fact her money will continue to support the programs she believes in after she is no longer able to make annual gifts.

“I’m not a wealthy woman, but it’s not the amount that counts,” she says, “it’s your belief in giving back to a worthy cause.”

The 64-year-old former public servant, who is now semi-retired and works as a consultant in the not-for-profit sector, became interested in the Y while working with the City’s parks and recreation department. She learned more about its programs when she joined the Y’s Board of Directors.

Wanda says she has been very fortunate in her life and has had lots of opportunities. Her family is doing well and doesn’t really need her help so she has chosen to share her estate with a select number of charities.

“I think it’s becoming more common with boomers,” Wanda says. “As you reach my age you sit back and think a little more about what kind of legacy you want to leave. It’s not that I’m giving a lot of dollars, it’s more that it’s the right thing to do.”

Wanda says she’d like her bequest to support Strong Kids programs, but says she’ll leave the final decision to the Y. “The YMCA is a solid organization with which I share values,” she says. “I trust them to make the right decisions now and in the future.”

Wanda’s bequest will be endowed through The Edmonton YMCA Foundation and provide support for children and families in Edmonton and Northern Alberta for generations to come.

No photo available

Allard Foundation Ltd*Margaret Allen*Martin* & Angela AndersonAnonymous (2) Dianne & Mike AssalyStan⁰ & Mary⁰ Asselstine*Monty & Joan BakerBob & Ruth BentleyReg D.* & Glenys BerryMarek & Jolanta BielRick & Debbie BoydBrad & Michelle BrindzaJanet BrownRon Brown* & Judy HarcourtMichael & Michele BullWilliam K. Butler*Jack & Sylvia⁰ ChetnerJacqueline Chiasson & Tammy GoodwinRoy Chobotuck⁰Murial Clarke⁰John-Louis & Vivian CloutierEd⁰ & Pat CookMargaret CookRon & Brenda Coulombe*Dean Cross & Holly Lazar-CrossJean Crozier & Ron McKague⁰Sandi DarrellFred Delay⁰Roger Delbaere & Lynette HusumDel DilkieEdie DixonFred⁰ & Norah Dobing*

Len Dolgoy & Catherine MillerJohn & Una DoyleRobert L. Duke & Charlotte RobbGrant & Irene DuncanPat EidemHerb⁰ & Jeanette EllisJoan & Jim FargeyRobert J.⁰ & Anna K. FeeGerry & Carol FeistGeorge⁰ & Louise⁰ FordPhyllis & Eldon⁰ FowlerJanet & Stan FranklinSam Friedman⁰Janet Giles* & Paul Fry⁰*Tim & Jan HaakSusan & Brian HallColin HatcherGord & Joanne HearnJeremy & Liz HerbertDr. Albert E. (Bert) HoholLarry & Kathleen Johnston*Terry & Karin JohnstonDoug Jones⁰Gary & Joanne JonesHeather Kennedy-Peddle & Jerry PeddleAllan & Sharon Kerr*Terry & Charlene Kilburn*Gord & June⁰ KingGlenna & Quinn KlaverMitch KlimoveJohn & Valerie KokDavid Kushner Family*

Philip Lachambre & Cathy MacDonaldIvor & Meike LammerinkArchie⁰ & Heather⁰ Langille*Joanne LaVergneHarvey & Rose Anne LawtonJohn Lilley & Eileen Guilfoyle*Aart & Judy LooyeAudrey Luft*William Lutsky⁰*Pat MacDonald⁰Ansel⁰ & Ruth Mark*Al Maydonick⁰ & Bette-Anne Edwards*Jan & David McAmmondRuth & Grant McIntyreIrvine & Faye McKeeRod & Heleen McLeodFrank⁰ & Gail McMillan*Angel McVittieTim Melton*Ruth & Brian MenegozzoGreg MichettiBonnie MihalchanShauna MillerJack & Marilyn Mulkins*Mary Anne MurphyMike & Bernice MyshakCharlie & Sue NunnEsther Ondrack*Peter & Sieka Pardee*Nick & Jodi ParkinsonToddy & Anne ParkinsonHelen⁰ & Cecil Paull*

Phil & Barb PayneLarry & Joanne PollockHelen Ready⁰Bill Rees*Al ReynoldsHelen RusichDwayne & Salwa SamyciaFranco & Barbara⁰ SavoiaJoleen & Allen SchmittDan & Mary SlaghtCourtney & Sandra SmithDonald R.⁰ & Mona⁰ SmithWylie & Lesley Stafford*Bill & Mary Jane StewartBob TatzMary ThomasJean-Jacques & Mary Anne TremblayJanet & Jerry TryhubaRon Tucker⁰*Robert J. & Dawn Turner*Eric & Aimee Van MeursAllan & Elizabeth WachowichCarol & Greg WagarBill⁰ & Betty Lou Weir*Wanda WetterbergIrene WoodDonna & Ron WorthingtonLeona & Don YezHarold⁰ & Betty ZimmermanMichael Zolf⁰

° DECEASED * CHARTERED MEMBERS

The Edmonton YMCA Foundation Registered Charity # 89061 5974 RR0001

“Thank You!” to each of our Heritage Club Members for making the YMCA a priority in your estate plan:

Heritage ClubRecognizing Heritage Club MembersThe Edmonton YMCA Foundation Heritage Club recognizes individuals who have made a contribution to the Y’s endowment funds and/or made provisions for a future gift to the Foundation through a bequest, life insurance, or other planned gift.

All contributions to the Foundation are endowed, meaning the principal of the gift is invested and a portion of the annual investment income supports YMCA of Northern Alberta programs.

Building Tomorrow TogetherOne of our greatest aspirations in life is to make a difference in the lives of people around us – to leave a lasting, positive mark on our community. Join us today! Become a member of the Heritage Club and leave a legacy that will live on forever.

How Do I Make A Planned Gift?A planned gift can help you achieve your philanthropic objectives far beyond what you might be able to do during your lifetime. Below are a few gift planning options: • A bequest in your will • Make The Edmonton YMCA Foundation the beneficiary of your life insurance policy or RRSP/RRIF funds • A gift of cash or securities

We would be pleased to provide you with additional information or assist you in your planning. Please contact:

Leona Yez, Manager, Planned Giving200, 10211 - 105 ST NW, Edmonton, AB T5J 1E3lyez@northernalberta.ymca.ca