History:

The Rotary Club of Oak Bay Foundation (OBRF) was incorporated on January 8th 2009; on January 28th 2011  Canada Revenue Agency granted charitable status to the Foundation. In 2011 it was  established as a Society under the BC Society’s Act.

 

Governance:

The (OBRF) is a separate body with strong links between the Oak Bay Rotary Club and the Foundation itself. All fully-paid, active Oak Bay Rotarians are voting members of the OBRF. To ensure independence, a Club Member cannot serve concurrently on both Boards.
 
The exception is the immediate Past President of the Rotary Club of Oak Bay;  the PP  is the a non-voting member of the OBRF Board. The PP's primary responsibility is to act as the liaison between the two Boards.
Club Members elect a minimum of five(5) Directors for up to two three-year terms but all Director’s must be re-elected annually at the AGM.
 
Note. The OBRF has its own authority and while the OBRF will, for the most part, follow the Club's main lead, with the Club President as the ultimate leader, neither the Club nor the Foundation can direct the behaviour of the other. Everything flows from common membership.
 
The OBRF is a separate entity from The Rotary International Foundation
           

Purpose:

The primary role of OBRF is the support of our scholarships at Oak Bay High School; the Foundation  is active in the support of programs in local schools, including the provision of books, equipment and educational aids.
The Foundation can support the works of any registered charity; while the primary purpose of the Foundation is to support community initiatives, it can be used for international matters provided there is a Canadian charity involved.
 
ORF can donate funds to a Municipality such as Oak Bay.
Donations may be made to the Foundation for a specific purpose (such as the scholarships) or for the Foundation’s general purposes. Specific purposes other than education as noted above should be discussed with the directors of the Foundation before the gift is made to ensure the donor’s wishes can be properly accomplished. A letter of understanding will be created between the OBRF Board and the Club Board to better define the use of the OBRF funds.
 

Service Priorities:

1. We can gift funds to qualified donees defined in subsection 149.1(1) of the Income Tax Act. Basically Charities registered and approved by Revenue Canada.
2. We want to advance education: scholarships, bursaries and awards to Oak Bay students exemplifying “Service Above Self”.
3. We want to advance education of students in Greater Victoria by providing books, equipment and educational aids.
4. To do all such things as are ancillary and incidental to attaining 1 through 3 above.
 

Funding Projects:

The OBRF may make contributions to organizations whose mandates fit within the OBR Foundation’s purposes and objectives. This is only done if it is clear that the project or event will be sustainable without further funding from OBRF.

The OBRF can also provide grants for projects that address a community need in an area such as education, health and well-being.
International Projects can be funded if the project recipient is a “Qualified Donee” under Subsection 149.1(1) of the Canadian Income Tax Act. Requests for funding may be made through the Club’s website
 

Leadership: 

2018

  • Heather Aked
  • Will Carter
  • Joan Peggs
  • Victoria Pitt
  • Jamie Talbot
  • Rod Sim
  • Wendy Townsend (Liaison to Rotary Club of Oak Bay Board)