2023 Annual Report

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Financial Summary: Disbursements & Funding Allocations

Financial Summary: Disbursements & Funding Allocations

Disbursements and Funding Allocations

7.7% Other Institutions

Disbursements by Location

Acute Care (Hospitals) Carewest & Community

68.4% $ 10,472,271

15.7% Research

68.4% Acute Care (Hospitals)

8.2% $ 15.7% $ 7.7% $

1,259,097 2,413,403

Research

8.2% Carewest & Community

Other Institutions

1,184,006 $ 15,328,777

Total Disbursements $15.3M

Total Funding Allocations $12.1M

Future Funding Commitments* $60.6M

0.8% Other Institutions

Funding Allocations by Location

Acute Care (Hospitals) Carewest & Community

63.0% $ 20.2% $ 16.0% $ 0.8% $

7,614,815 2,446,674 1,935,228

Disbursements vs. funding allocations While occasionally grant funding is provided for projects upfront such as research initiatives, Calgary Health Foundation’s primary method of disbursement is through a reimbursement of funds model to Alberta Health Services at milestones or at the completion or ready for use date. Therefore, we evaluate two concepts in advancing our mission: Disbursement, which are defined as cash funding provided during the past year, and Funding Allocations, which are commitments made for future disbursement. Many initiatives the Foundation is involved in have multiyear commitments for capital infrastructure, such as the funding of the Foothills Medical Centre Neonatal Intensive Care Unit, the new Gastroenterology (GI) Unit at Rockyview General Hospital and other large projects.

Total Disbursements

16.0% Research

63.0% Acute Care (Hospitals)

Capital Projects & Equipment

59.9% $ 13.2% $ 21.3% $ 5.6% $

9,182,040 2,023,941 3,268,796

Research

Programs & Education

Other Institutions

100,000 $ 12,096,717

20.2% Carewest & Community

Research**

Other Institutions

854,000 $ 15,328,777

5.6% Other Institutions

Outlook on Commitments As at March 31, 2023

Total ($)

Less than 1 year

2 years

3 years

4 years

21.3% Research

59.9% Capital Projects & Equipment

49,992,419 14,975,280 64,967,699

Funding commitments 1

18,438,197 9,966,880 28,405,077

14,016,026 5,008,400 19,024,426

13,970,196

3,568,000

Lottery prizes 2

-

-

Total commitments

13,970,196

3,568,000

13.2% Programs & Education

¹ Funding commitments include approved projects with either a signed Funding Agreement or signed Memorandum of Understanding. ² As at March 31, 2023, Calgary Health Foundation had committed to purchasing prizes of $6.3 million for the 2023 Foothills Hospital Home Lottery and $3.7 million for the 2023 Hospital Home Lottery. Calgary Health Foundation had also committed to purchasing prizes for the 2024 Foothills Hospital Home Lotteries totaling $4.0 million and for the Hospital Home Lotteries totaling $1.0 million. The 2023 lotteries will be completed in fiscal 2024 and the 2024 lotteries will be completed in fiscal 2025.

* Includes funding allocations and commitments with signed agreements from past years, which have not yet been disbursed. ** Includes disbursements to the University of Calgary.

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