HELPING YOU MAKE A LASTING difference report 2016 annual For assisting with our auditing needs: For supporting a variety of important needs: KPMG LLP AV Hacienda Sarria Blitzen Igloo Software a sincere thank you a sincere For assisting with our legal needs: Cober School of Accounting and Finance, Crowne Plaza Simpson Print Miller Thomson LLP Darlise Café Taylor-Newberry Consulting Decision.io Tomasz Adamski Photography For assisting with our need for office and meeting space: For assisting us with media support: Family & Children’s Services of Waterloo Region 570 News 91.5 The Beat CHYM FM KidsAbility CKWR Country 106.7 DAVE FM KW Counselling Services New Hamburg Independent Exchange Magazine Faith FM Zehr Levesque Inc. Rogers Television Virgin Radio Woolwich Observer

A SINCERE one And a specialthank thank you to our 2016 Sponsors and Partners! you

Thanks to their continued support, this report The KWCF Annual Report is printed with the generous was designed by the incredible team at support of Cober Evolving Solutions. Quarry Integrated Communications Inc. table of table contents

The Kitchener and Waterloo Community 1 A Sincere Thank You Foundation improves the quality of life 3 Leadership Update in Kitchener-Waterloo and area, now and 5 KWCF Volunteers for generations to come, by building 7 Waterloo Region’s Vital Signs® community endowment, addressing needs 9 Belonging at The KWCF through grant making, and providing 13 Remembering a Loved One – The Redman’s leadership on key community issues. 15 Small Donations Can Equal Big Impact – UW R+T Park 17 Honouring France-Anne – The Sweeny’s OUR 19 A Gift Today is a Gift for Tomorrow – KW Counselling Services 21 Settling Syrian Newcomers in Waterloo Region 23 Connecting Through the Ages – THEMUSEUM 25 Bridging the Gap – Newcomer Grants Program 27 The Business of Curating Dreams – Bridges to Belonging 29 Our Commitment – KWCF Donor Bill of Rights 31 2016 By The Numbers mission32 Funds – Market Value 35 Accumulated Donations & Legacy Leaders 41 2016 Grants 47 2016 Financial Report 53 Our Staff leadership update leadership IT’S A NEW DAY 2016 was a year of significant change and achievement three

This Annual Report provides a snapshot into the important work that Our continuing focus on Belonging led to the co-hosting, with the The Kitchener and Waterloo Community Foundation (The KWCF) is House of Friendship and the University of Waterloo, of an event in undertaking on your behalf. The KWCF continues to serve on behalf May with Canada’s former Governor-General, The Right Honourable of our many generous donors and dedicated volunteers. We are so Adrienne Clarkson. This event served as our annual 2016 Town Hall thankful for their unwavering support. meeting and highlighted Madame Clarkson’s recent work on Belonging.

The Foundation continues to be at the forefront of improving Our annual Waterloo Region Vital Signs® launch event took place in the well being and quality of life in the Region of Waterloo. October and continued to examine the priorities for our Region. With By continuing to focus on Belonging in the community, particularly the insightful support of our Expert Review Panel, we painted a picture, through our work on Waterloo Region Vital Signs®, we believe using key statistical indicators, of how our Region is progressing in that tangible advances will be made in creating a more inclusive, the areas of Belonging & Leadership, Arts & Culture, Getting Started accessible community for all. and Health & Wellness. In order to fully support the broader priority setting work of Wellbeing Waterloo Region, we will be taking a one- 2016 witnessed an out-pouring of community support for the Syrian year hiatus from Vital Signs with a new report scheduled for 2018. Refugee crisis. Our work with the Immigration Partnership, combined with the generous support of many donors and fund-holders, led Random Act of Kindness Day®, held on November 4th, continued to the availability of almost $700,000 that was allocated to many to leave a footprint on the community with an even stronger and organizations that played such a vital role in embracing over 1,000 more pervasive response than previous years. People throughout the refugees who now make their homes in Waterloo Region. Region and across several sectors participated by showing kindness and support to others throughout the community. “We are delighted with our progress and our achievements update leadership in 2016, a year of change and renewal. For us, it’s a new day!”

The Foundation’s popular Engage!KW Program took a pause local charities and organizations. We are proud of the support in 2016 to evaluate its strengths and potential areas for we were able to provide, due to the generosity of donors and improvement. We continue to gather information from participants the careful stewarding of our assets. and stakeholders in an effort to ensure the program consistently meets the needs of the community while producing top-notch, The KWCF also began exploring the possibility of engaging dedicated future leaders. in Impact Investing in 2016. This development would allow The Foundation to use its assets to make tangible, positive Our Annual Chair’s reception in November celebrated the contributions to the region via impactful projects, with an initial successes of 2016 while providing donors a glimpse of what is focus on affordable housing, while still ensuring fiscal prudence on the horizon for The Foundation. The event also provided an and responsible investing. This promises to be an area of priority emotional and fitting send-off to retiring CEO Rosemary Smith, interest for the Foundation’s Board and Staff in 2017. who stepped away from the Foundation in October. Since

Rosemary’s departure, The Foundation has been fortunate to be In summary, we are delighted with our progress and our four led by Stephen Swatridge, our Interim CEO. Stephen has brought achievements in 2016, a year of change and renewal. For us, his many years of leadership, skill and experience to the role and it’s a new day! We look forward to welcoming several new Board we are grateful to him for sharing his time, expertise and members joining our governance team and to the appointment relationship-building acumen as The KWCF transitions to of a permanent CEO to lead the organization. With your continuing a permanent CEO expected in mid-2017. support and encouragement, we plan to work even harder during the next year to make a positive impact on the health and well-being Through prudent stewardship, The Foundation is pleased to report of our community. success with the financial results – our Investment Committee oversaw an 8.1% return on investment; we received new gifts in excess of $1.3 million; and we disbursed $3.5 million in grant to five kwcf volunteers 2016 Lillian Bass Peter Meier–Past Chair –Chair Jessica Kropf Grants Committee Jessica Weisner Amy Tupling Yesenia Torres Jordan Schmidt Mike Pereira Kay Nadalin Mellissa McDonald Loretta Kooymans Engage!KW Committee Bryce Walker Robin Stanton Richard Skehan Jennifer Ramsey-Armorer Mike O’Neill Larry Murray Claude Macorin Dennis Huber Jason Daly David Brenneman Eric Strassburger –Chair Investment Committee Eric Strassburger Mike Murray David Brenneman Ed D’Agostino –Past Chair Lori Payne –Chair Audit Committee Eric Strassburger Lori Payne Mike Murray John Milloy Dan Herman Brock Hart Roger Farwell Ed D’Agostino Debbie Currie– Vice Chair David Brenneman –Chair DirectorsBoard of Pari Karem Ryan Huckle Rita Hemmerich Gordon Hatt Chris Harold Randy Gondosch Sospeter Gatobu Xiaopu Fung Carl Coelho Mayor Mayor Regional ChairKen Seiling Ingrid Pregel Rosa Lupo Dave JaworskyMayor Nominating Committee Amy Tupling Jennifer Sharer James Popham Tamara Neill Loretta Kooymans Cheryl Ewing Debbie Dover Kourtney Beckman Dayna Giorgio – Vice-Chair Roly Webster –Chair Youth InRecreation Committee John Milloy Debbie Currie David Brenneman Roger Farwell –Past Chair Brock Hart –Chair Leadership Identification Committee Jen Vasic Nate Tedesco Isabella Stefanescu Kristine Schumacher Erin Rudland Susan Quarry Patrick McKeen Mellissa McDonald Earle McCormick University of WaterlooUniversity of BASE students Tim Sipkens Karen Redman Kenneth Murray Kelly McManus Stephanie Mancini Anne Lavender Jane Hennig Rose Greensides FedyMary Jo Georgina deBarros Cameron Dearlove Ryan Connell Cathy Brothers Nancy Bird ForSharing Their& Talent Time Eric Strassburger Lori Payne Mike Murray Dan Herman–Chair Impact Investing Task Force Linda Terry Denise Squire David Siladi Lisa Short Trisha Robinson Katherine Pigott Dr. LianaNolan Shaena Morris Leia Minaker Kelly McManus Michael May Robert Hemple Jenny Flagler-George Pat Fisher Lorie Fioze Silvia DiDonato Nancy Dickieson Ryan Connell Jim Bowman Lucille Bish Tara Bedard Vital Signs Expert Panel

provides astrong foundation forcommunitydevelopment. opportunities aswelldevelopingandmaintainingstrategic relationships, The KWCF knowledge andrelationships. community issuesand Bybuildingourknowledgeof At The Kitchenerand Waterloo Community Foundation, assetbuildingalsoincludes In mostcases, yourgift qualifiesformaximumtaxadvantageunder federal law. and otherassets. You alovedone. mayestablishafundinyournameortheof charitableoptions.donors withanumberof You cancontributecash, stocks, property, We make givingeasy andeffective, gifts andproviding accepting awidevarietyof We buildassetsandotherfundstoprovide lastingsupport forlocalpriorities. issues andopportunities. Ourbusinessisbuildingcommunity. to bringpeopleandorganizations together, conveningdiversevoicestoaddress local charities,Because communityfoundations support allkindsof weare wellpositioned Leading organizations andprograms that make adifference inareas youcare aboutmost. health care, youth, seniors, andthearts. We canhelpyoulearn more aboutlocal community well-being—includingbelonging, socialservices, education, theenvironment, opportunities, andresources that shapeourcommunity. We evaluate allaspectsof Our foundation’s theissues, andvolunteershaveanin-depthunderstandingof staff Investing Building

six building, investing, leading waterloo region’s vital signs® vital region’s waterloo

We know that Belonging has been identified as the area of most need here in Waterloo Region, but it’s also a key challenge for us as a country. seven To learn more about Belonging from a national perspective, view the Vital Signs report produced by Community Foundations of Canada: communityfoundations.ca/vitalsigns know?DID YOU Source: Statistics Canada CANSIM Table 111-0001 tax filersdonate toacharity. Kitchener, Waterloo,Cambridge and LEADERSHIP BELONGING Counting Diversity2013 Source: Immigration Partnership Waterloo Region: but... to avisibleminority population belongs thecommunity’sof build our understanding of thefourpriorityareas:build ourunderstandingof focused onfourpriorityareas. Inthe2016report, wecontinuedto community across 11key areas. This marked acyclethat thestart of In 2013, afull with theareasgreatest of need. debate andconnectphilanthropic activity civic engagement, provide focusforpublic Since 2007, The KWCFhasstrivedtoinspire 13.1% 1 IN 4 1 IN LESS THAN Vital Signs the region. leadership roles in peoplein 5.9% of they onlyconstitute report wasreleased, analyzingthe . % 5.9 &

Source: Statistics Canada CANSIM Table 105-0501 20 years after movinghere. in Canada untilapproximately COMPARABLE DO NOT ACHIEVE INCOME TYPICAL IMMIGRANTS STARTED GETTING

20 YEARS to peopleborn

Source: Statistics Canada CANSIM Table 105-0501 expected tolast6monthsorlonger. mental conditionorhealth problem IN ACTIVITIES LIMITATIONS INPARTICIPATING 1/3 OFRESIDENTSEXPERIENCED WELLNESS HEALTH due to a physical or duetoaphysicalor &

Creative Industries: A KitchenerConversation 2015 Source: HillStrategies Research: Cultural Workers/ and filmmakers writers, performing artists visual artists, craftspeople, $31,000 Artists design andprinting publishing, architecture, video, soundrecording, broadcasting, film and archives, libraries, heritage, $42,600 Cultural Workers $47,900 General LabourForce (2010) Total AverageIncome CULTURE ARTS &

eight waterloo region’s vital signs® belonging at the kwcf at belonging

“We are all equals as human beings.” – The Right Honourable Adrienne Clarkson nine belonging CREATING A SENSE OF BELONGING

WITHIN OUR COMMUNITIES the kwcf at belonging The Right Honourable Adrienne Clarkson Addresses Belonging

“You can’t belong unless there is something to belong to.” “We are all equals as human beings,” she said. “You are part of humanity.” These words, spoken by the Right Honourable Adrienne Clarkson, 26th Governor General of Canada, resonated In order to create a sense of belonging, people don’t necessarily with the audience at the BELONGING—Diversity, Community have to like each other. Rather, they have to respect each Capacity and Contribution event that was held in May 2016. other’s beliefs and cultures, and ultimately, be respectful in This event, hosted in partnership with House of Friendship allowing everyone to participate in events, conversations and and the University of Waterloo, highlighted the importance public programs. of a citizen’s sense of belonging in Waterloo Region, as well “Belonging is one of those things that happens if you make as throughout Canada as a whole. everything open to people,” Clarkson continued. If people are ten The KWCF identified the concept of belonging as a priority able to actively participate, they feel welcomed, which in turn area in its 2013 Vital Signs report. Then, in 2015, The Foundation helps strengthen their sense of belonging. redesigned its unrestricted grants to form the Smart & Caring People need each other in order to thrive, and Waterloo Grants program in order to place more emphasis on fostering Region is lucky to see so many individuals and organizations belonging within Waterloo Region. working together in order to ensure that everyone feels at Since then, many organizations have stepped up and offered home in their community. new programs for refugees, newcomers, at-risk, marginalized “People do things together. You can pool resources and do and vulnerable groups. These new programs offer safe spaces, better things with other people than you can do on your information and comfortable atmospheres within participant’s own,” Clarkson emphasized to her audience. “We are more immediate communities; they help offer a sense of belonging, than just ourselves.” and help bolster stronger community connections.

In her lecture, Clarkson emphasized the concept of a community identifying as ‘we’ rather than sectioning groups of people as ‘others.’ HOW WATERLOO REGION TACKLES belonging at the kwcf at belonging A PROBLEM LIKE BELONGING eleven

“How do we build Belonging? We work at it.”

If someone asked you if you felt like you belonged in your These were questions that David McConnachie, from Alternatives community, what would you say? Journal (A\J), asked attendees last October, when The KWCF was launching its 2016 Waterloo Region’s Vital Signs® report. This year, Maybe you are lucky enough to have an active life, where you the Vital Signs report was launched alongside a special issue of see multiple people per day, engage in conversations, volunteer A\J that focused on the concept of Belonging in Waterloo Region with different groups, actively learn and participate in community and beyond. events, and feel safe all while doing so. Or maybe you don’t.

“What is your sense of Belonging? What belongs to you? Your community?”

“There is something magical here in Waterloo Region that enables us to come together and tackle complex issues like Belonging in such a unique way.” belonging at the kwcf at belonging

It’s been three years since The KWCF first started focusing People who feel a sense of belonging are more likely to their work on impacting Belonging. Since then, many other participate in social activities, volunteer, and give back to their organizations in our community have also been working on community. Even the smallest act of kindness, paired with an fostering people’s sense of Belonging. open mind and mutual respect, can help someone feel like they belong. Bridges to Belonging launched a campaign called We Belong Waterloo Region that focuses on ensuring everyone is able to Waterloo Region is full of individuals and organizations working use their unique talents and abilities to their fullest extent while incredibly hard to ensure that all citizens feel like they belong, participating in public events, programs, and life in general. from the thousands of Syrian refugees, newcomers, at-risk youth, seniors, young adults and children. Many local movements are “Belonging is kind of a big deal for us,” explained Cameron underway, and community connections are continuing to grow. Dearlove, Executive Director of Bridges to Belonging, at the Vital Signs launch. “It is a powerful idea with real world implications for “There is something special in this community,” finished individuals and for our community.” McConnachie. “There is something magical here in Waterloo

Region that enables us to come together and tackle complex twelve Bridges to Belonging was one of the local organizations featured issues like Belonging in such a unique way.” in the issue. Others included House of Friendship, Sustainable Waterloo Region, Waterloo-Wellington Local Health Integration While our community’s work on Belonging is far from over, Network, and the YMCAs of Cambridge & Kitchener-Waterloo. The KWCF is now a part of a greater whole looking to make a difference in our community. Fostering a positive sense of Belonging can be as simple as asking someone to join you for coffee. By inviting someone into your life you can show them that they are important, that they belong in your community, and that you care about their well being. donor story

“I need help and there are other people who need help. Maybe I can make a difference.” – Diane Redman thirteen

donorSTORY “Everybody wasjustoutstandingandshesaid, ‘Ineedhelp “We were aperfectmatch. When there’s talkaboutsoulmates – Merv &DianeRedman Family Fund WITH CANCER AND GIVINGHOPE TO OTHERS REMEMBERING A LOVED ONE Yet itwasn’tuntilshewasmovedtoahospice inGuelph, that the courses shelovedandat Grand RiverHospital’s Regional cancer diagnosis, awayfrom thegolf Dianefoundherself a large donation ortocreate afundthrough The KWCFthat a difference,’” Mervsays. and there are otherpeople whoneedhelp. MaybeIcanmake and immunotherapy treatments, thecouplecame torealize although that’s suchacornyphrase –that wasus,” hesays now Ask MervRedman todescribethefirsttimeheeversawhiswife sparks and astumblethat madeherblush. sitting intheroom considering whethertooffer thehospital plan wasironed out. Mervandhissister, BevMiddlemass, were Cancer Centre inKitchener, Ont. Between x-rays, radiology was thechanceencounterinherlawfirm’s foyer, theimmediate the exceptional care Dianereceived at thehospital. that theywantedtohelpensure othersalsocontinuedtoget theirmarriage.to blushduringthe37happyyears of But whenasmallcougheventuallyledtomelanomaskin Merv isquicktoadmitheneverstoppedtryinggether Diane, andit’s clear hestillhaseverydetailmemorized. There better somehow.” from hishome. “We were frickandfrack. We madeeach other

“Diane andIwere blessed,” hesays. “We worked hard, but thefundscan“It’s ourthinkingmakes senseandif atesttoseeif The KWCFwillensure hisphilanthropic goalswillreflect Today, Mervisworkingwith The KWCFtodetermine exactly how The MervandDianeRedman Family Fund was created. development foroncologynurses,development andmakinganotherdonation workingwith of The Foundation shesuddenlyperked upand somehow. uttered, “yes…yes!” we’ve beenlucky that wecangivebacknow.” we livedourlifelike wewere retired everyday. Soinasense whether tocontinuedownthepath ortweak thefundallocation would continuetoallocate fundsinperpetuity. Although Diane the “workhard, playhard” lifehe and Dianeledtogether. that thistestshouldgivetheinformation heneedstodecide to grow theFund’s abilitytomake abiggerimpact. moneywillbeused.the Heisconsideringsupporting professional be usedinalogical, way,” positivekindof hesays, mentioning had beenquietinbedbesidethemthat day, at themention Ultimately, he’s confidentthat setting upthefundwith

fourteen donor story donor story HOW A SMALL CHARITABLE DONATION CAN MAKE A BIG IMPACT fifteen

“We can’t sponsor large events, but we can organize and give our time.” – Christie Eby

donorSTORY University of Waterloo Research + Technology Park donor story Activities Committee Fund

Back in July 2016, a room full of 200 golfers dug into their meals The committee, which plans fundraising events such as the golf during an annual charity golf tournament. After a day of swings tournament, food truck rallies and popcorn days, is made up of and putts, everyone at the event, hosted by tenants of the David tenants and people with ties to the Research Park. This type of Johnston Research + Technology Park at the University of Waterloo, collective philanthropy works for smaller companies that don’t was ready to relax. have the resources to donate large sums, but still want to make a difference in the community. But when spokespeople for the local Blind Soccer League and a golf program for underprivileged youth stepped up to the “We can’t sponsor large events, but we can organize and give our microphone, the golfers soon discovered what their charity time,” says Eby. tournament dollars would be supporting. The fund is also earmarked specifically for small groups in the “No one had an idea that blind soccer even existed,” says Christie community. Although it releases a modest amount to donate Eby, a David Johnston Research + Technology Park Activities each year, that money can have a big impact for those who Committee (R&T PAC) member who works at Client Outlook Inc. receive it, explains Jeff Ohlhausen, longtime committee member “Everyone asked a lot of questions.” and director of IT for OpenText.

With the money, the soccer players may eventually have the “We serve little, almost organic causes that sometimes get sixteen opportunity to play against other teams around the world. missed,” he says. One grant of $3,650 represented a 1,000 percent increase And because it’s an endowment fund, the committee knows for the league’s budget. their years of time, energy and effort will contribute to causes The Blind Soccer League is only one of many local children’s on an ongoing basis. charities and community-based projects funded by The “For us, it’s about creating a legacy of giving,” says Carol Stewart, University of Waterloo Research + Technology Park Activities manager of the Research Park. “Long after we’ve moved on from Committee Fund, established at The KWCF in 2008. Now in its our jobs in this Park, there will be this fund that lives on.” 11th year, the fund is set to hit a $250,000 milestone. donor story

“I honestly thought it was going to take the rest of my life to put that money together. But here we are eight years into it and

seventeen there’s about $475,000 now. And it’s still growing.” – Paul Sweeny

donorSTORY SCHOLARSHIP FUND REWARDS donor story STUDENT COMPASSION AND KEEPS ONE INCREDIBLE GIRL’S MEMORY ALIVE France-Anne Sweeny “Making a Difference” Fund

As a teen, France-Anne Sweeny was determined to make the there’s about $475,000 now,” he says. “And it’s still growing.” world a better, more compassionate place. The Cameron The majority of the funds are raised through an annual charity Heights Collegiate Institute student spoke out against bullying, golf tournament. And while a small committee of family, friends helped give suicide prevention workshops, and offered and colleagues organize it, Sweeny says The KWCF’s support counselling at horse camps. She took soccer, karate, Irish

has been crucial for the award’s success. eighteen dancing and flute lessons. France-Anne was one to watch. “The KWCF is a great outfit. Their returns have been good, the But when the 15-year-old’s life was cut short in 2009 as the result fund is growing and they’re great people to work with,” he says, of a tragic horseback riding accident, her family knew they had mentioning that The KWCF does everything from handling to do something to honour her. Organ donation helped save administrative details to issuing receipts to golfers and disseminating the lives of at least seven people, but Paul Sweeny, her father, the scholarship money. “It’s arm’s length for me. They take care says they wanted to do even more. of everything.” “In the hospital, we decided we needed to do something to So far the fund has given 110 $100 awards to Grade 11 keep her legacy and her dream alive. We couldn’t let it go,” secondary school students, and 48 $1,000 scholarships to he explains now. graduates pursuing post-secondary education, known for their Within a few months, Sweeny, along with his wife Marie-Josée, drive and compassion. The Sweeny family sits down each year sat down for a meeting at The KWCF and discussed creating and personally reads through the applications by students who an endowment fund – the France-Anne Sweeny “Making a have been handpicked by their high schools. Difference” Fund – that would provide post-secondary education “It’s wonderful to be able to give an award in France-Anne’s name scholarships to area students. The financial goal: $300,000. Paul and watch these young people grow and become whatever they says he remembers when that number seemed daunting. want to become.” “I honestly thought it was going to take the rest of my life to put that money together. But here we are eight years into it and nineteen donor story “People wanttomake alasting donor difference. They want tofeellike but agift fortomorrow aswell.” their gift isn’tjustagift today, – Leslie– Josling STORY

“People wanttomake alastingdifference. They wanttofeellike KW Counselling Services Agency EndowmentFund OUR COMMUNITY’S MENTAL HEALTH A LONG-TERM COMMITMENT TO Yet tobeablefocusonsomanyvitalareas, theagency counted oneach year. incomeyeardependable andconsistentsourcetoyear. of So, donations comingfrom thecommunity–notalwaysmost depends heavily onfundraising dollarsandthegenerosity of employeesdealoff withstress, empoweringabusedwomen counselling toindividuals, couplesandfamilies, helpinglaid after conferringwithpresent andpastdonors, KW Counselling and teaching parenting skills. The agencytakes aleading role and theirfamilies, theagencydoeseverything from offering a longtimeKWCFgrantee, istheultimate multi-tasker. An agencyendowmentfund isanattractive wayfora says Leslie Josling, Executive Director. something new:anagencyendowmentfund. non-profit organization toestablish anendowment. Donors Only theinterest isspentsothefinancialsupport canbe Committed tocreating positivechangeforvulnerable youth Services decidedtomake achangeandoffer donors their gift isn’tjustagift today, butagift fortomorrow aswell,” institute for50to60graduate studentsstudyingto in advocacyfortheLGBTQ+ community, teaches newcomers Few woulddisputetheclaimthat KW Counselling Services, know thefund’s principalisn’ttouched, butgrows overtime. be therapists. how toopenbankaccountsandevenactsasatraining

“We’re lookingforward towhat wecanaccomplishwith “We couldseetheyoffered farmore thanjustafundforus. They “The Community Foundation getsusandshares ourvalues. It questions andoffering advice. decided toworkwith The KWCF, basedonshared goalsanda and communicate withourcommunityaboutit,” shesays. around creating it. The spenttimeanswering KWCFstaff agency each year. Usuallymore. After investigating several options, KW Counselling Services make theendowmentfund evenmore effective,” sheexplains. What’s more? From thetimeKW Counselling Servicesgavethe were prepared to comealongsideus, helpusmaximizethe fund the fundforcommunity,” says Josling. It wasn’tuntiltheBoard and Finance Committee metwith The KWCF todiscussthefund, didsheappreciate thecomplexities KWCF hassupported at least onesuccessfulprogram at the knows ourcommunityandwehopedthispartnership would fund thegreen light, ittooklessthantwoweeks toestablishit. longstanding positiverelationship. Josling estimates that The

twenty donor story grant story grant

“Every little thing is potentially different and needs to be learned again.” – Tara Bedard twenty one

grantSTORY OPEN WALLETS AND GENEROUS story grant HEARTS HELP SETTLE A RECORD- BREAKING NUMBER OF SYRIAN NEWCOMERS The Immigration Partnership Fund for Syrian Newcomers

A teakettle. For anyone who has grown up in Canada with one not the 1,150 originally predicted. And the number is still growing. of these small appliances sitting on the counter, using one is a But, just as importantly, the original families are now facing new, snap. Fill it. Press down the lever and wait for it to pop up again long-term challenges that go along with settling in Canada: to signal the water has boiled. how to find jobs, make new friends, find suitable housing and But for many newcomers to this country, simple and everyday create family budgets. twenty two tasks – boiling water, for instance – are puzzles waiting to be solved. “How do we meet those initial needs while we continue to provide “Things just operate differently here,” says Tara Bedard, manager ongoing support to people who have earlier arrived in the of the Waterloo Region Immigration Partnership. “Every little community?” Bedard asks. thing is potentially different and needs to be learned again.” To meet the needs of everyone, grants totalling over $600,000 Luckily, numerous local charitable organizations have been have been approved for agencies supporting Syrian newcomers able to draw on financial support generated by The Immigration so far. For instance, Reception House, which provides short- Partnership Fund for Syrian Newcomers to create programs term housing and services, will ensure newcomer adults receive aimed at helping people integrate seemingly at lightning speed. much-needed dental care. It’s also now running a homework The Fund was established at The KWCF in 2015 in response to club on Monday and Wednesday evenings for Syrian youth. For the announcement that over 1,000 Syrian newcomers would be some of these kids, it’s the first time they can remember tackling arriving in Waterloo Region in the coming year. The Foundation, math questions without the fear of violence breaking out nearby. a partner tasked with handling financial contributions from the Bedard says that none of these life-changing programs would community, matched donations. So far, nearly $700,000 has have been possible without the financial guidance of The KWCF. been raised. “The support from the Community Foundation has been After a whirlwind 2016 helping newly arrived families resettle, phenomenal for ensuring a really broad range of services are Bedard anticipates that 2017 will be just as busy. For starters, accessible to everyone who needs them,” she says. more than 1,750 newcomers actually arrived in the region – grant story grant

“Seniors with a strong sense of community belonging have higher odds of good health.” twenty three – Kathryn Bender

grantSTORY CONNECTING THROUGH THE AGES: story grant YOUTH, AND SENIORS WITH DEMENTIA CONNECT THROUGH ART Opening Minds Through Art Program and Exhibition at THEMUSEUM

“So much of the time, living with dementia is all about what “He was a good teacher,” says Peter of Jesse, his eyes brightening a person can’t do,” says Kathryn Bender, Opening Minds through as he looks at the work they created together. Art (OMA) Facilitator from Trinity Village Care Centre. “Living in Jesse says connecting with Peter opened up more than just long-term care, they have very few choices they get to make: his artistic mind: his whole perspective on aging and dementia when they sleep, eat and bathe… but with our Opening Minds grew. “I have an IEP at school” (Individualized Education Plan through Art program, the emphasis is on what they CAN do. It for students who learn differently). “In some ways, I felt like I makes them feel like they still matter.” was learning from an older self.” OMA, a six-to-eight week art program partnering residents living “That’s what’s amazing,” says Bender. “There’s the assumption twenty four with dementia and art students from nearby Eastwood Collegiate, that the senior is the only one getting something out of OMA, is all about creating authentic interactions, shared experiences but, in fact, the connection on both sides has been profound!” and a feeling of personal value. Last spring, the artwork was featured in an exhibition at One of the most troubling issues facing those with dementia is THEMUSEUM as part of “The Aging Dialogues: Sharing Wisdom, isolation. OMA builds bridges across age and cognitive barriers Preserving Our Legacies.” through art-making. Seniors with a strong sense of community belonging have higher odds of good health. “One lady got “This show fits our mandate to be a community stage perfectly,” off her anxiety medicine! Another started speaking after years says THEMUSEUM’s David Marskell. “We share stories of living because of these classes,” says Bender. And another said that he people today. Many of the dementia patients don’t have verbal didn’t think someone so young would ever be interested in him. skills, so art is a mode of expression for them to share their ‘He’s my friend.’ experiences and create understanding.”

“Peter really allowed me to view how he sees things” says Jesse, Jesse and Peter attended the opening together. “I showed him a Grade 12 student partnered with 77-year-old Peter. “Sometimes, the picture of us from our first session. He looked so excited. in the middle of the painting, we weren’t too sure where we were He said: ‘Holy Mackerel! That’s me and you!’” headed. But our work turned out amazing.” grant story grant BRIDGING THE GAP BETWEEN NEWCOMERS AND COMMUNITY ONE WORD AT A TIME

Newcomer Grants Program

Walk into the Queen Street Commons Café in Downtown The group, mostly Syrian and other Arabic-speaking Kitchener on a Tuesday evening and you’ll find nearly newcomers and volunteers, come together to practice two-dozen teens and adults sitting around tables English at the English Speaking Café, organized through learning how to introduce themselves at a business Waterloo Region’s ShamRose For Syrian Culture. meeting or ask for apples at the grocery store.

grantSTORY “This program is not about throwing more money story grant at something. It’s about making sure you’re funding the right people with a really good idea.”

Georgina de Barros, multicultural outreach worker for KW For instance, the African Community Wellness Initiative, which Counselling Services, says the drop-in program is a perfect has gone on to receive Trillium grants as well, has launched its example of how even a small amount of funding can have Young City Growers program and encourages newcomers to a lasting impact on an entire community. With only $4,000, consider “green collar” jobs – employment in the environmental ShamRose has been able to reach 300 people through its sector. The Afghan Association recently celebrated the Afghani Syrian café so far. New Year with people coming from as far away as New York.

“It’s the right people with the right funds at the right time,” “What they’re doing is amazing,” says de Barros. says de Barros. “This program is not about throwing more Creating opportunities to connect and socialize is exactly money at something. It’s about making sure you’re funding what many newcomers say they need in order to feel happy the right people with a really good idea.” and well-adjusted in their new communities, explains de The café’s funding comes from the Newcomer Grants Program, Barros. Isolation often leads to anxiety, depression and feeling a partnership program supported by The KWCF and United disconnected to Canada, where even the smallest daily tasks Way Waterloo Region Communities, and led by KW Counselling seem foreign and different.

Services. Since the program launched in 2004, more than twenty six By helping newcomers launch their own programs to address $275,000 has been offered through 97 grants as part of KW these needs, the Newcomer Grants Program is supporting Counselling Services’ flagship Bridging Resources program. communities at the grassroots level – sometimes one friendly The program reaches out to new and experienced ethno- café language class at a time. cultural leaders committed to promoting a sense of belonging in Waterloo Region. grant story grant

“It was a freedom she never forgot, and an opportunity that just never seemed

twenty seven open to her.” – Lorna Aberdein

grantSTORY HOW INDEPENDENT FACILITATION story grant IS MAKING AN IMPACT, ONE PERSON AT A TIME. Bridges to Belonging: The Business of Curating Dreams

There are four things on Barb’s bucket list: to go swimming, to What’s in it for Lorna? Well, it is more than a job. “I love to have sing in a choir, to belong to a church and, eventually, move out an impact on someone’s life.” Lorna, also 58, has some formal of the rural nursing facility that has been her home for seven years. training but also lots of life experience: her daughter lives with Down Syndrome. Barb, 58, is a good couple decades younger than most other residents. It was her husband’s illness that landed her here— For Barb, belonging started with a trip to the pool. She still “I just tagged along,” she says, though she herself lives with recalls a teenage memory at Round Lake in Haliburton when epilepsy and developmental challenges. Since he passed away, she snuck off one night to swim the length of the lake. Barb, not knowing how or where she could go, she stayed put, hardly who uses a wheelchair, has never had a seizure while in the twenty eight ever leaving the facility. water. It was a freedom she never forgot and an opportunity that just never seemed open to her. “It makes for a pretty isolated life,” says Lorna Aberdein, whose job, simply put, is to help people achieve their dreams. “We bought a swim suit first,” says Lorna, “then found a pool with a lift, plus Mobility Plus to get Barb there.” Lorna and 10 other Independent Facilitators with Waterloo Region’s Bridges to Belonging provide person- Singing with the Waterloo’s “Buddy Choir” has had the biggest directed planning and facilitation for 130 individuals with impact on Barb’s everyday life. Lorna accompanied her initially developmental disabilities or mental health concerns. but now Barb attends on her own and she and many choir members have become fast friends. “Thank goodness, ‘cause “The feeling of belonging is a human need, just like food, I can’t sing for the life of me!” laughs Lorna. water and shelter.” But it isn’t easy for everyone: due to barriers, finding a place in community remains a dream for Next on Barb’s to do list? Attending service at St. Andrew’s in many. “Belonging means something different to each person,” Kitchener. “I haven’t been to church since my twenties. I feel says Lorna, who first focuses on a person’s abilities, needs and like my prayers have been answered,” says Barb. wants. “Then I work myself out of the picture so they can create their own relationships.”

The KWCF Donor Bill of Rights our commitment

It is the mission of The KWCF “to improve the quality of life in Kitchener, Waterloo and area, now and for generations to come.”

In keeping with this mission The KWCF works with a network of philanthropists who generously entrust their gifts of time, talent and treasure to The KWCF to support community-focused organizations in their efforts to improve life in Waterloo Region. As a steward of these gifts The KWCF is determined to earn and keep the trust and confidence of the community. The KWCF commits to this Donor Bill of Rights to ensure that donors and prospective donors can be confident in knowing that their gifts will be stewarded effectively and efficiently. twenty nine commitmentOUR The KWCF believes that all donors have the right to: our commitment Be informed of The KWCF’s mission, how it intends to Be informed if staff, volunteers or any contracted service use donated resources, and its capacity to use donations workers have a relationship or conflict of interest with any 1 effectively for the intended purposes for which they 7 grant applicant or application being presented for funding were given. consideration by any fund held at The KWCF.

Be informed of the identity of those serving on The Ensure that their contact information is not shared KWCF Board of Directors and to expect that the Board outside The KWCF without their express permission, 2 of Directors acts with prudent judgment in executing 8 and that, should they so desire, they be removed from its responsibilities. any mailing lists managed by The KWCF.

Have access to The KWCF’s most recent financial Ask questions when making donations and receive information and annual reports including The KWCF’s prompt, truthful and forthright answers. 3 registration number as assigned by Revenue Canada, 9 any information contained in the public portion of The Receive official receipt for income tax purposes within KWCF’s most recent Information Return as submitted 30 days for the amount of their donation, and for non- to Revenue Canada, and copies of the most recent monetary eligible gifts to receive an official tax receipt Foundation policies and by-laws including this Donor 10 that represents the fair market value of the gift. thirty Bill of Rights.

Be encouraged to seek independent advice if The KWCF Be assured that information about their donations is has any reason to believe that a proposed gift might handled with respect and confidentiality, to the extent significantly affect the donor’s financial position, taxable provided by law, and have the right to see their donor 11 4 income, or relationship with other family members. record and challenge its accuracy.

Receive a timely response from either a staff member or Receive appropriate acknowledgment and recognition chair of the Board of Directors to a complaint about any for their gifts, and if requested by the donor, remain matter that is outlined in this Bill of Rights. 5 anonymous. 12

Expect that all relationships with individuals 6 representing The KWCF will be professional in nature.

* This donor bill of rights is adapted, with permission from the Niagara Community Foundation’s “Donor Bill of Rights” and based on the Association of Fundraising Professionals (AFP), “Donor Bill of Rights”

@2016, Association of Fundraising Professionals (AFP), all rights reserved. Reprinted with permission from the Association of Fundraising Professionals 2016 By The Numbers 2016 highlights 149 $175,000 Total # of funds Largest gift from a single donor

>$1.3 M > $1. 6 M Total gifts in dollars Invested in Belonging thirty one thirty 220 > $41M # of organizations supported Total grants to the community since inception

>20 LOCAL >260 RAK DAY partners Canadian communities that celebrated RAK DAY (local/across Canada) (local/across Canada) 2016 >3M >1. 8 M highlights#RAKDAY timeline impressions #RAKDAY reach on Twitter Funds - Market Value - As of December 31, 2016

The “50” Plus Team Fund 379,890 Esther Bingeman Gascho Fund 61,304 Alex Schmidt Memorial Fund 54,413 The F. P. Schneider Memorial Fund 105,389

The Alice (Braley) Judges - Walter Judges Fund 424,002 Florence Louise Marsland Fund 350,606 value funds - market Amy Hallman Snyder Award Fund 33,339 France-Anne Sweeny “Making A Difference” Fund 473,723 Ann Frank Fund 43,126 From “A St. Jerome’s Boy” Fund 247,584 Anonymous Fund 12,532 From “A St. Jerome’s Boy” Fund Anonymous Fund 10,663 Mr. Dave Fund The Anonymous Fund - Funds for Distribution 30,000 George Chatzis Legacy Fund 15,851 Anselma House Endowment Fund 32,891 George Cluthe Fund 249,483 Art Investment Fund - Funds for Distribution 706 Conservation Fund 40,070 Audrey & Gerald Moser Trust 264,565 Greater KW Chamber of Commerce - Corporate Challenge Fund 176,308 The Barry & Shirley Humphrey Fund 366,702 Gummow Hospital Support Fund 120,506 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund 13,824 Harold & Gloria Chapman Family Fund 86,105 Big Sisters Endowment Fund 64,366 Hartman & Brenda Krug Family Fund 85,315 Brenda & Peter Hallman Family Fund 794,281 Helen & John Beynon Family Fund 38,827 The Brian Fisher Family Fund 219,547 The Hilde English Memorial Fund 49,508 The Brian Fisher Fund Homer Watson House & Gallery Endowment Fund 41,065

The Christine Fisher Memorial Student Award Fund Horace & Rita Coelho and Family Unsung Hero’s Fund 37,165 two thirty The Nancy Paul-Fisher Memorial Fund Hospice of Waterloo Region Endowment Fund 15,926 Brush with Art Visual Arts Fund 45,942 The Howard G. Schneider Cancer Care Fund 78,019 Bryce & Nancy Walker Family Fund 156,629 Hughraine Fund 864,875 Canadian Clay and Glass Endowment Fund 483,070 Intentions of A & M Fund 172,163 The Charles E. Heller Fund 139,366 James E. Lipskie Memorial Fund 12,310 Child Witness Centre – Balsillie Endowment Fund 59,526 Jenkins Sauer Fund 29,352 The Choices Fund 190,232 The Jim & Sandy Beingessner and Family Fund 396,524 Community Support Connections Fund 750,152 The Jim & Sue Hallman Family Fund 762,399 The David & Eleanor Yach Family Fund 296,914 John A. McLennan Family Fund 327,667 David Clare & Susan Ferne Bender Family Fund 114,160 The John A. Pollock Family Fund 6,301,471 Dorothy Shoemaker Literary Award Fund 134,301 The John R. Robins Fund 121,577 Douglas Brock Fund for Conservation & Music 31,623 Junior Achievement Terry Burch Memorial Fund 41,059 Dr. John D. Stewart Fund 140,628 The Keith & Winifred Shantz Fund for the Arts 3,493,437 Emmerton Fund 244,179 Ken Murray Fund 725,054 Erb & Good Family Funeral Home Community Fund 79,912 KidsAbility Foundation Endowment Fund 850,602 Eric & Muriel Misch Family Fund 279,549 The Kitchener-Conestoga Rotary Dream Home Fund 336,909 Ernest Kendall Award Fund 31,811 The Kitchener Rangers Hockey Club Scholarship Fund 56,347 Kitchener Sports Association Legacy Fund 250,640 Sharon & Paul Good Fund 73,296 Kitchener-Waterloo Counselling Services Inc. Endowment Fund 25,000 The Spinnaker Fund 1,302,097 The KWCF Operating Endowment Fund 160,872 St. Mary’s General Hospital Foundation Physician’s Endowment Fund 94,726 Landmann Family Fund 1,002,721 Steffensen Family Fund 320,711 funds - market value funds - market Lions Club of Kitchener Community Service Fund 36,886 The TD Bank Financial Group Employees Endowment Fund 54,409 Lisa Schurter Memorial Fund 13,046 TD Canada Trust Merv Lahn Community Development Fund 675,879 Lonsdale & Roberta Schofield Fund 663,494 The Ted & Andrea Witzel Family Fund 46,950 The Lyle S. Hallman Fund 1,633,523 The United Way Forever Fund 2,575,984 The Mac Voisin Scholarship Series 73,738 United Way Families and Children Fund Marianne & Jim Erb Family Fund 69,981 United Way Capacity Fund Mary & Warren Ober Fund 102,965 United Way Rod Cleaver Memorial Fund Mary Bales Fund 158,761 United Way Seniors at Risk Fund McMurtry Family Fund 756,288 United Way Susan Harkins Innovation Fund Merv & Diane Redman Family Fund 107,079 University of Waterloo Research & Technology Park Activities 242,348 Committee Fund Miller Thomson Community Fund 42,336 The Uptown Waterloo Jazz Festival Endowment Fund 47,614 The Moe Norman Memorial Fund 176,098 The Urie A. & Dorothy M. Bender Endowment Fund 83,120 The Motz Family Endowment 1,532,656 The Victoria D’Agostino Children’s Benefit Fund 158,432 Murray Fried Fund 245,260 Victoria J. Suljak Memorial Fund 70,029 The Musagetes Fund 9,892,862 Wagner Livock Fund 39,657 thirty three thirty Music Fund 137,439 The Walter A. Bean KWCF Scholarship Fund 99,102 Nancy Borusiewich Fund 18,428 Walter & Florence Martin Endowment Fund 127,380 NHLPA Dan Snyder Memorial Student Award Fund 126,113 Waterloo Region International Plowing Match 1995 and 2012 Fund 426,521 Ormston Family Fund 331,907 The Waterloo Region Record - Lyle S. Hallman Foundation Kids 3,890 Palliative Care Fund 290,040 to Camp Fund Parents for Community Living Robert Denomme Fund 93,942 The Waterloo Region Record Literacy Fund 121,753 Paul Kuntz Legacy 115,439 Weiland Family Foundation Fund 1,191,714 R. Jack Middlemass Memorial Scholarship Fund 110,268 Westfall and Hill Family Fund 515,824 Retired Business & Professional Men’s Club of K-W Fund 28,380 Westmount Golf Club Charity Fund 744,562 Rev. Carl & Jean Wagner & Family Fund 52,523 Westmount Golf Club Charity Fund Oktoberfest The Robert Caldwell Fund 14,601 Charity Pro-Am Golf Tournament Fund Westmount Golf Tournament Charity Fund Robert Lankin Fund 8,200 Rosalind & Dieter Kays Family Fund 104,750 The William Roberts Family Fund 14,870 The Ryther Fund 79,530 The Woolwich Community Fund 296,082 The Savvas & Lenia Chamberlain Fund 284,204 The Woolwich Community Fund-Fountain of Memories Award School Sisters of Notre Dame Legacy Fund 336,909 Scouts Canada – North Waterloo District Endowment Fund 56,347

WPL Endowment Fund 227,197 John M. Harper Fund 5,525 WPL Summer Reading Club Fund Deer Ridge Golf Club Endowment Fund 5,000 Youth Advisory Council (YAC) Fund 49,891 Pearl Weber Estate 5,000 Youth in Recreation Fund - Ontario Endowment for Children and 1,152,611 Kitchener Downtown BIA 4,155 Youth in Recreation Fund value funds - market Bob & Georgina Wagner 3,145 YWCA Endowment Fund 1,833,467 The William D. & Deen Smith Fund 2,700 YWCA Mary’s Place Fund Robert Warren Learning Legacy 2,497 Zonta Club of Kitchener Waterloo Fund 42,366

Community Fund 18,978,330 Note: Fund names in colour indicate a new fund in 2016. Bold Community Fund Stabilization Fund indicates an umbrella fund; italics represent their corresponding sub-funds. Community Fund Strategic Granting Fund

NAMED FUNDS IN THE COMMUNITY FUND Keith Shantz Memorial Fund 1,517,560 Dare Family Trust 1,435,100 A. Edward Johnson 843,101 BF Goodrich Foremen’s Club 285,226 J.T. “Sam” Hill Fund 180,695

Roy Ellsworth Jefferson Estate Fund 137,886 four thirty Keith and Bobbie Gummow Fund 100,783 Trillium Estates Limited Fund 70,000 Gary F. Parker & Family Fund 54,411 Eleanor Davidson Fund 50,000 Brian & Irene Allison Fund 42,464 Roland & Dae Harris Fund 40,200 Kitchener Mayor & Council Fund 30,447 Ross Edward Hahn Fund 21,520 Gordon A. MacKay Fund 20,628 Jane Humphries 20,000 Lisa McLean Memorial Fund 15,889 Ross Arthur Bergey 15,000 Ronald & Mabel Dalton 13,950 James F. Robertson Fund 11,614 Jonas Bingeman Fund 11,031 M. Grace Schmidt Fund 10,000 Howard Jasper Fund 5,568 accumulated donations accumulated

Accumulated Donations over $5,000

Donors are the lifeblood of philanthropy in our community. At The Kitchener and Waterloo Community Foundation we make it easy for people to build a legacy of giving and support the causes they care thirty five thirty about most. The KWCF is very grateful for the confidence our donors have in our ability to serve our community – now and into the future. For a full listing of our 2016 donors, visit www.kwcf.ca. Donations over $10,000,000 Economical Insurance Group Jane G. & James T. (Sam)* Hill Michael Barnstijn & Louise MacCallum EXEL Research Inc. Estate of Roy Ellsworth Jefferson Keith L. Gummow* Irma Karley* Donations over $5,000,000 Barry J. & Shirley Humphrey Kitchener Sports Association John A. & Joyce Pollock Estate of Walter Colin Judges Karin & Paul* Kuntz accumulated donations accumulated Keith M. & Winifred Shantz* KidsAbility Foundation John A. & Carla McLennan Kitchener-Conestoga Rotary Club Mersynergy Charitable Foundation Donations over $1,000,000 Kitchener Rangers Hockey Club Beverley L. Middlemass Anonymous Dave Kurek Gerald P. & Audrey* Moser Dare Family Trust Florence L. Marsland* Estate of Murray H. (Moe) Norman Jim & Sue Hallman Eric* & Muriel Misch Dr. Warren & Mary Ober Lyle S. Hallman* Margaret A. Motz Ian C. & Marguerite Ormston* United Way Kitchener Waterloo & Area Paul J. & Catherine Motz Merv & Diane* Redman Estate of George Weiland Notre Dame Foundation (Burlington) Inc. Frederick* & Jane Schneider YWCA Kitchener Waterloo Ontario Endowment for Children & Youth Dorothy Shoemaker* in Recreation Spaenaur Inc. Gert & Jean Steffensen Donations of $500,000 – $999,999 Dr. John D. Stewart Waterloo Region International Plowing Match Anonymous Committee Sun Life Financial Alex & Trish Brown Trillium Estates Limited

David J. Westfall six thirty Community Support Connections Foundation Westmount Golf & Country Club University of Waterloo - Research+Tech Park Activities Committee Brenda & Peter* Hallman Bryce & Nancy Walker Estate of A. Edward Johnson Donations $100,000 – $249,999 Waterloo Public Library The Lyle S. Hallman Charitable Foundation Anonymous The Waterloo Region Record Donald S. McMurtry Aqueduct Foundation – The Helmut and Margaret David & Eleanor Yach Kenneth G. Murray Oberlander Foundation Lonsdale* & Roberta Schofield Estate of Mary N. Bales Donations $50,000 – $99,999 Vermont Community Foundation David Clare & Susan Ferne Bender Alice E. Brown Anonymous 50 Plus Team Donations $250,000 – $499,999 Canada Trustco Mortgage Company Collin G. Baxter Anonymous Savvas & Lenia* Chamberlain Walter A. Bean* Jim & Sandy Beingessner George Cluthe* Urie A. & Dorothy M.* Bender BF Goodrich Foremen’s Club Cober Big Brothers Big Sisters of Waterloo Region Ann E. Bradley Estate of Thelma Emmerton Douglas G. Brock Canada Trust Merv Lahn Community Development The Brian Fisher Family Fund Estate of Murray Fried Harold* & Gloria Chapman Canadian Clay and Glass Gallery Greater Kitchener-Waterloo Chamber of Commerce Eleanor M. Davidson* Community Foundations of Canada Estate of Charles Heller Esther E. Gascho Paul & Sharon Good Mac Voisin Scholarship Series Toyota Motor Manufacturing Canada Inc. Dr. Dieter & Rosalind Kays Ed & Martha D’Agostino Scott & Janet Uffelman Hartman H. L. & Brenda Krug Peter & Gisele Denomme Uptown Waterloo Jazz Festival Inc. Dr. Desta F. Leavine Jim & Marianne Erb Karin W. E. Voisin Estate of Stella Mann Erb & Good Family Funeral Home Ltd. The Walter Bean Grand River Community Trails accumulated donations accumulated Foundation Financial First Echo Group Inc. Ted & Andrea Witzel Walter & Florence Martin Jack & Margaret Forbes* The Woolwich Community Fund Oktoberfest Charity Pro-Am Golf Tournament Ralph & Phyllis Forbes* Zehrs Markets Limited Ormston Family Charitable Foundation Robert D. Frank Zonta Club of Kitchener Waterloo RBC Investments Lloyd* & Linda Gower Estate of John R. Robins Grand River Conservation Foundation Donations $10,000 - $24,999 Irene Rooney Wendy Hallman Anonymous Ross & Doris Dixon Charitable Foundation Susan Harkins* John* & Marjorie Acheson Betty Schneider French Estate of Roland A. Harris Robert M. & Judith Astley Sexual Health Options, Resources & Education Homer Watson House Foundation Centre - SHORE Centre ATS Automation Tooling System Inc. Junior Achievement of Waterloo Region Inc. St. Mary’s General Hospital Foundation Heidi Balsillie Estate of Henry Knell Estate of Eva Gladys Stoltz Andrew & Lillian Bass KPMG Foundation Dr. John Suljak & Dr. Ninetta Scolieri Bell Canada KW Counselling Services TD Bank Financial Group Estate of Ross Arthur Bergey thirty seven thirty Lions Club of Kitchener Foundation John & Helen Beynon Gordon A. Mackay* Helen M. Wagner Dora Bingeman Mark-Milne Inc. Estate of Ruth Werlich Bingemans Inc. Meridian Edge Consulting Ralph* & Hazel Westfall Boston Pizza Foundation Miller Thomson Foundation William H. Kaufman Inc. Budd Canada Inc. William & Doreen Motz The Winnipeg Foundation Robert C. Caldwell Dr. Peter H. Nash* & Ann Frank Centre For International Governance Innovation Charles M. & Elaine Ormston Donations $25,000 - $49,999 Child Witness Centre of Waterloo Region Estate of Marguerite Ormston Anonymous Anthony Christie Gary & Susan Parker Brian & Irene Allison Penny Cleaver Estate of Helen I. Pollock W. Donald & Irene Bean Horace & Rita Coelho Harvey & Sandra Reid Dr. Michael & Gay Booth Cora Group Inc. Estate of Ida K.I. Sanford J.F. Brooke Matthew Cowan & Inga Rinne Scouts Canada - North Waterloo District Edward & Mary Brough Steven & Sandra Currie Peter & Elizabeth* Sims Brush With Art Committee Ronald Dalton Jeffrey D. & Jean Stacey David & Lina Caputo Leo & Laura Del Bel Paul Sweeny & Marie-Josée Boily Sweeny City of Kitchener Deloitte LLP Dr. David Taylor Dorothy M. Elliott Bryce & Kelly Kraeker James F. Robertson* Kevin & Tracy Elop Mary & Robert* Kuntz Robert W. Rombough John R. & Hilde* English Myra Lahn* Brian & Mary Ann Ruby Equitable Life of Canada Gary S. Levene & Deborah Eisenberg Estate of Martha Grace Schmidt Fashion Show Funds, Ontario Endowment for Brian & Shelley Lipskie Edward W. Schooley Children & Youth donations accumulated Kyle Loveless Schorn Consultants Inc. Michael & Carolyn Ann Fitzpatrick David & Janice MacIntosh Karen Scian Patrick & Noreen Flynn Jonathan MacNaughton Estate of Carol Winifred Shields Estate of Margaret Gwen Forbes Richard Manning & Holly Harkins Manning Glenn E. Smith Mike & Brenda Forristal Maple Leaf Consumer Foods Inc. Rosemary W. Smith Estate of Reginald J. Friesen Adam & Noreen Marchand Estate of Donald Ross Irving Snider William & Clare Fuller Mark Eamer Professional Corporation Daintry Snyder Estate of Raymond T. Gibney Larry & Margaret Marsland Tim & Teresa Sothern Mark & Jenny Guibert Bruce Martin Bryan & Joan Stewart H.L. Staebler Co. Ltd. Keith Martin & Jackie Hatherly-Martin Robert L. Strouth* Murray & Merle Haase John & Mary Ann* Martin Swenco Limited George Hahn Timothy & Nora Martin The Regional Municipality of Waterloo Estate of Ross Edward Hahn Mark & Helen McArdle Elizabeth & Keith* Thomas John M. & Mary Harper* Ian McLean Bertha Thompson Highland Road United Church Richard G. Meunier* Lorne Underwood* eight thirty James & Sandra Hill Paul* & Lucille Mitchell United Way of Cambridge and North Dumfries Richard & Penny Hobson Marc & Lori Morin Vantage Wealth Management Gerald & Margie Hooper Gary & Karen Mottershead Frank Voisin David & Judy Horman Kerry & AJ Mueller Mac Voisin Christopher R. Howlett Kevin P. Mullan Karl H. Wahl* Roderick N. & Alberta Jack Jacqui Murphy Waterloo Lions Club Timothy J. Jackson & Jane Arnold Larry E. Murray Waterloo Manufacturing Company Limited Howard* & Patricia Jasper Oldfield, Greaves, D’Agostino Peter & Tracey Weiler Wilfred & Cathie Jenkins Ontario Plowmen’s Association Women’s Crisis Services of Waterloo Region Arthur E. & Anna Jones* J. Terence* & Margaret Osbourne Nola Young Ernest Kendall* David Paleczny & Mary Reynolds Zehr Management Inc. David Kerr & Sandra Walneck David & Joan Petras Ziggy’s Cycle & Sport Ltd. KidsAbility Centre for Child Development John & Ruth Pratten Vivian Zochowski Dr. Robert M. Kilborn Ingrid Pregel Jennifer King & Christopher McIntyre Programmed Insurance Brokers Donations $5,000 - $9,999 Kitchener Beverages Ltd. Alan & Susan Quarry Anonymous Kitchener Waterloo Civitan Club Philip & Carole Rason Randy Adams Steve & Vera Aldersley H M Advisors Inc. Ontario Seed Co. Limited Barnraising Associates Inc. H.B. Gordon Education Foundation Penguin Power Greg Barratt Arthur H. Hahn* Avvey Peters & David Drewe BDO Dunwoody LLP Jac N. & Kusum Hanemaayer Thomas & Margot Pick G. Robert & Noreen Blake* Paul G. Haslam Pollock and Williams Limited accumulated donations accumulated BLM Group Inc. Estate of Martha M. Hauck Dr. Ronald Pond BMO Employee Charitable Foundation Donald & Jo-Anne Haycock Quarry Integrated Communications Inc. Andrew & Andrea Bocking William R. Henderson* Cameron Redmond T. Larry Bourk William Herzog* Retired Business & Professional Men’s Club Ed* & Eleanor Brubaker Hi-Tech Hockey League Gordon & Jean Riedlinger Dr. William & Trudy Bryant Hogg Fuel & Supply The Robert and Judith Astley Family Foundation David* & Millie Buehlow Suzanne Hyatt Trent Robinson R.M. Buie Imasco Limited Craig Robson William S. & Ursula Carter Ivey Foundation Frank Rovers Central Ontario Chinese Cultural Centre Joseph E. Seagram & Sons Ltd. Royal Trustco Christie Digital Systems Canada Inc. James & Lee Kay John W. Rumpel* Chubb Insurance Company of Canada John & Sandy Kendall S.G. Cunningham (Kitchener) Limited Cloverleaf Foundation Kitchener-Waterloo Oktoberfest S-S Technologies Coldwell Banker Peter Benninger Realty Iain Klugman Sandvine Incorporated thirty nine thirty Conestoga-Rovers & Associates Ltd. Carl* & Jean Knell Edward G. Schafer Manfred & Penny Conrad Owen & Ollie Lackenbauer Ron & Susan Schwark Cowan Benefits Consulting Heather & James Lackner Harold F. Snyder* Don* & Marilyn Craig George W. Lange Wayne & Terry Snyder Crawford Adjusters Canada Inc. Lear Corporation Canada Ltd. Lindsay & Louise Somerville Crompton Co. Linwood & District Lions Club Dr. Donald Spink Mary D’Alton Michael J. Marshman Sweeny & Co Architects Neil & Heidi Davidson Marion Martin Donald S. Sykes* Deer Ridge Charity Golf Tournament Dr. Greg & Leslie Mason Gerald & Susan Taylor D’Arcy & Sandy Delamere Gytis T. Matulus & Jean L. Hein Ellen Todd Steve & D’Arcy Farlow Harvey Ian McIntosh Anne Trussler Gerald & Marg Finnen McNeil Consumer Healthcare David & Kitty Uffelmann Nyle H. Futher Miller Thomson LLP Terry & Tatyanna van Lenthe Mike & Dianne Galbraith William A. Moeser* Elizabeth Walter Raymond T. Gibney* Corinne Moffatt Suzanna Walter & Michael Schmidt Rodney N. Goetz Stanley & Donna Nahrgang Barb & Robert L.* Warren Gowling Lafleur & Henderson LLP Netwerx Media Solutions Inc. Alistair & Alison Watson Dorothy Greb Ontario Die International Don E.* & Catherine Weaver Estate of Pearl Weber THANK YOU! Janice & John* Weber Weber Supply Company We are honoured to be the charity of choice for many Larry Williamson members of our community. Due to such generosity, Duncan & Harriet* Winhold the 2016 Donor List was too large to fit in this report. Our donors are important to us, so a full listing of our donations accumulated Stephen Lindt & Diane B. Wolfenden 2016 supporters over $100 is available for viewing Words Worth Books Limited online at: www.kwcf.ca John & Julie Wynen Dr. Peter & Judith Wyshynski

Legacy Leaders Donors who have indicated their support to The KWCF through Bequests, RRSPs, RRIFs, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance.

Anonymous (28) Karen Scian Brian & Irene Allison Malcolm & Anne Shantz Ellen Baynton Walker William D. & Deen Smith forty Urie A. Bender John Thompson & Brenda McTearnen Esther Bingeman Gascho David P. Uffelmann Fred and Dora Mae Blayney Karin W. E. Voisin Douglas G. Brock Bob & Georgina Wagner Alice E. Brown Dennis & Beverley Watson Mary Buhr Rob & Michelle Way Penny Cleaver David J. Westfall Carl & Joyce Heck John Hesse Gerald A. Hooper James Hummel Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen *Deceased Milne & Mary Louise Oakes There are several ways to give to The Kitchener and Alan Quarry Waterloo Community Foundation. As a donor, you can choose the type of donation that best meets Edward Rooney your financial needs and personal wishes. For more Irene Rooney information about types of gifts you can make to The Foundation, please call (519) 725-1806 or visit our Ross & Doris Dixon website at www.kwcf.ca 2016 grants

2016 Grants Awarded

Established in 1984, The Kitchener and Waterloo Community Foundation is one of over 191 community foundations in Canada today. We serve Kitchener, Waterloo and area, offering people a variety of ways to make a difference in our community through philanthropic giving. forty one forty Women’s Waterloo CrisisServicesof Region The MT Space The Kitchenerand Waterloo The Food Waterloo BankOf Region Strong Start CharitableOrganization Spinal Cord Injury Ontario Sexual Health Options, Resources Mennonite Coalition For Refugee Support Lutherwood Child&Family Foundation KW Counselling Services WaterlooHospice of Region Bridges toBelonging Waterloo Region Child Witness Centre Waterloo Of Region Carizon Family andCommunity Services African Canadian Association Waterloo Region Community Grants SMART &CARING GRANTSPROGRAM ShamRose forSyrian Culture PatanjaliKW Yoga Triangle Gujarati Cultural Association of The Golden African Community Wellness Initiative Newcomer Grants Program Newcomers*** Immigration Partnership Fund forSyrian FriendshipHouse of (A\J) Alternatives Journal Strategic Grants Township Wilmot of Big BrothersWaterloo BigSistersof Region Canada’s 150thGrants Waterloo Public Library Township Wilmot of Township Wellesley of -St. Clements The WorkingCentre Big BrothersWaterloo BigSistersof Region Vital Grants WaterlooRegionof - Wellbeing Barnraising Grants Community Foundation & Education Centre Recreation ServicesBoard Waterloo Region

200,000 105,000 10,000 20,000 15,000 30,000 30,000 30,000 30,000 30,000 40,000 20,000 25,000 12,000 27,500 25,000 50,000 75,000 57,500 78,464 70,000 48,500 4,000 4,000 3,000 4,000 7,500 8,050 7,000 9,500

Community Support Connections - Alex & Trish Brown Family Fund FriendshipHouse of Anonymous FUNDS DONOR ADVISED Women’s Waterloo CrisisServices of Region United WayKitchener Waterloo & Area Grand RiverHospitalFoundation Bryce andNancy Walker Family Fund Women’s Waterloo CrisisServicesof Region Waterlooof University Hockey HelpstheHomelessK-W Canadian Red Cross Brian Fisher Family Fund United WayKitchener Waterloo & Area Community Grants*** Rockway MennoniteCollegiate Parkwood MennoniteHomeInc. WaterlooHospice of Region Brenda andPeter HallmanFamily Fund St. Mary’s General HospitalFoundation The BarryandShirleyHumphrey Fund St. Mary’s General HospitalFoundation St. Louis Parish KW Counselling Services KidsAbility Foundation St.Carmel of Joseph Audrey andGerald Moser Trust The Kitchenerand Waterloo Community Foundation Art InvestmentFund Strong Start CharitableOrganization Carizon Family andCommunity Services Alex SchmidtMemorialFund CambridgeYMCAs &Kitchener-Waterloo of Waterloo Region Family Network United WayKitchener Waterloo & Area Strong Start CharitableOrganization Stratford Shakespearean Festival Canada of St. Mary’s General HospitalFoundation Social Venture Partners Waterloo Region Community AssociationKinbridge The NancyPaul-Fisher MemorialFund AwardFund The ChristineFisher MemorialStudent The BrianFisher Fund Meals On Wheels andMore

49,672 28,350 14,400 3,334 1,500 2,000 2,000 2,000 4,200 5,240 2,300 7,200 3,300 6,100 2,500 3,500 1,000 2,000 1,500 1,260 1,100 1,100 1,666 3,000 7,000 1,000 1,500 1,000 7,000 1,500 200

HopeSpring Cancer Support Centre Grand RiverHospitalFoundation Family Fund David Clare &SusanFerne Bender Strong Start CharitableOrganization Carizon Family andCommunity Services The DavidandEleanor Yach Family Fund Waterloo Region Catholic Schools Waterloo Region Catholic Schools Waterloo Region Catholic Schools Waterloo Education Foundation Inc.: Waterloo Education Foundation Inc.: Waterloo Education Foundation Inc.: From “A St. Jerome’s Boy”Fund Newcomers*** Immigration Partnership Fund forSyrian Corporate ChallengeFund Greater Commerce KW Chamberof - Kitchener-Waterloo Symphony KidsAbility Foundation Florence Louise MarslandFund Nutrition forLearning KidsAbility Foundation Children’sFoundation Wish The “50”Plus Team Fund The Food Waterloo BankOf Region Lisaard House KidsAbility Foundation Eric andMurielMischFamily Fund Newcomers*** Immigration Partnership Fund forSyrian Community Fund Erb &GoodFamily FuneralHome Community Grants*** Dr. John D. Stewart Fund Lisaard House KidsAbility Foundation FriendshipHouse of Foundation Inc.:St. Paul Catholic School Foundation Inc.:St. John’s Catholic School Catholic SecondarySchool Foundation Inc.:Resurection Wellesley Public School Southbridge Public School Queen ElizabethPublic School

2,500 2,500 3,500 1,000 1,000 1,000 6,800 6,700 6,700 5,945 5,945 2,610 2,667 2,667 2,667 3,100 6,000 1,000 1,000 1,000 5,650 5,650 750 650

forty two 2016 grants forty three 2016 grants Kitchener-Waterloo Multicultural Centre Newcomers*** Immigration Partnership Fund forSyrian The HildeEnglishMemorial Fund St. Mary’s General HospitalFoundation Hartman andBrenda KrugFamily Fund Lisaard House Kitchener-Waterloo Symphony Newcomers*** Immigration Partnership Fund forSyrian Grand RiverHospitalFoundation Grand RiverConservation Foundation Business And Education Partnership Of Harold andGloriaChapman Family Fund Waterloo Education Foundation Inc.: Mr. DaveFund Kitchener-Waterloo Art Gallery(KW | AG) KidsAbility Foundation Junior WaterlooAchievement of Region Inc. YouthSingers Grand RiverConservation Foundation Grand PhilharmonicChoir HolySepulchreEquestrian Order of of CentreEd VideoMediaArts Chalice (Canada) and Family Fund The Jim andSandyBeingessner World Federalist Foundation UNICEF Canada The OntarioEducational Communications The Leprosy MissionCanada The Centre Wellington Food Bank Save theChildren -Canada K-W Access-Ability Kitchener-Waterloo Symphony Hamilton Health SciencesFoundation Guelph-Wellington Women InCrisis Farm Radio International Engineers Without Borders Canada Elora BethanyPastoral Charge Canadian WarplaneHeritage Canadian National InstitutefortheBlind Amnesty International Canadian Section Hughraine Fund Wilfrid LaurierUniversity Waterlooof University The NewQuarterly: Canadian Writers Waterloo Region Queensmount Public School Jerusalem Lieutenancy of EasternCanada Jerusalem Lieutenancyof Authority (TVOntario) and Writing

1,656 1,104 2,208 2,484 8,280 5,520 1,000 4,450 1,000 1,000 1,000 3,500 2,000 1,000 3,864 6,072 1,656 5,520 2,484 5,520 6,072 1,656 500 500 500 500 750 552 552 150 500 500 500 350 500 186 400 500

Erb Street MennoniteChurch The Jim andSueHallmanFamily Fund United WayKitchener Waterloo & Area The MayCourt Kitchener-Waterloo ClubOf St. Jerome’sUniversity Right toLife K-WAssociation of & Area LourdesOur Ladyof Parish Newcomers*** Immigration Partnership Fund forSyrian Guelph ChamberChoir Ken Murray Fund Women’s Waterloo CrisisServicesof Region Wilfrid LaurierUniversity Waterloo Region MuseumandHistoricSite Waterlooof University The Perimeter Institutefor Theoretical Physics St. Mary’s General HospitalFoundation St. John’s Kilmarnock School rare CharitableResearch Reserve Nota BeneBaroque Players Lisaard House Kitchener-Waterloo Symphony Kitchener-Waterloo Art Gallery(KW | AG) KidsAbility Foundation Junior WaterlooAchievement of Region Inc. Grand RiverHospitalFoundation Grand RiverConservation Foundation Createscape WaterlooRegion Community LivingCambridge CanadianDiabetes Association Cambridge Symphony Orchestra Cambridge MemorialHospitalFoundation Foundation Cambridge &North DumfriesCommunity The John A. Pollock Family Fund Women’s Waterloo CrisisServicesof Region Waterloo Regional DownSyndrome The BirnieHodgetts Childrens Fund Grand RiverHospitalFoundation Amici Camping Charity John A. McLennan Family Fund United Way Cambridge and North of Dumfries The WorkingCentre Silver Lake MennoniteCamp Send ‘em Smiling Off Quest LifeSkillsIncorporation Nutrition forLearning Monica PlaceforPregnant andParenting Youth Lutherwood Child&Family Foundation John HowardWaterloo-Welllington Societyof Newcomers*** Immigration Partnership Fund forSyrian Hockey HelpstheHomeless K-W

245,341 53,000 20,000 1,000 1,000 5,000 2,000 4,125 1,500 4,000 2,000 4,900 1,500 4,000 2,200 8,000 2,000 1,000 2,000 2,000 2,000 2,000 2,000 500 200

Waterloo Regional Crime Stoppers Waterlooof University The MoeNormanMemorialFund United WayKitchener Waterloo & Area The WorkingCentre CambridgeYMCAs &Kitchener-Waterloo of Newcomers*** Immigration Partnership Fund forSyrian Grand RiverConservation Foundation Engineers Without Borders Canada Big BrothersWaterloo BigSistersof Region McMurtry Family Fund Shalom Counselling Services Bridges toBelonging Waterloo Region Marianne and Jim ErbFamily Fund Scouts Canada -Central EscarpmentCouncil Newcomers*** Immigration Partnership Fund forSyrian Grand RiverConservation Foundation Wilfrid LaurierUniversity Guelph University of United WayGuelph Wellington Dufferin Three Centuries Festival -Elora Festival The WorkingCentre Stratford Shakespearean Festival Canada of Shaw Festival Theatre Foundation Canada Kitchener-Waterloo Symphony Lonsdale andRoberta Schofield Fund Waterloo Region MuseumandHistoricSite Waterlooof University Parents forCommunity LivingKitchener- oneROOF Mainline Theatre/ Theatre Mainline Lost &Found Theatre Inc. Lisaard House La MaisonBleue K-W Access-Ability KidSport Canada -OntarioKW Chapter Newcomers*** Immigration Partnership Fund forSyrian Grand RiverConservation Foundation Emmanuel UnitedChurch Canadian Food For Children Calcutta Rescue Canada Business And Education Partnership Of Bridges toBelonging Waterloo Region Landmann Family Fund Waterloo Inc Waterloo Region

10,000 10,000 15,000 10,000 10,000 5,600 1,000 7,000 1,000 7,000 1,500 1,000 1,400 1,500 1,200 1,000 5,000 2,000 2,000 1,000 3,000 8,000 1,000 1,000 5,000 2,100 2,000 1,000 2,000 7,500 2,000 8,000 2,000 2,000 4,000 3,000 3,000 2,000 6,500

The Motz Family Endowment Rosalind & Dieter Kays Family Fund Walter and Florence Martin Endowment Fund 2016 grants Bridges to Belonging Waterloo Region 19,500 Lutherwood Child & Family Foundation 500 Elmira Developmental Support Corporation 5,000 Carizon Family and Community Services 10,000 St. Mary’s General Hospital Foundation 3,000 Child Witness Centre Of Waterloo Region 10,000 Westfall and Hill Family Fund Immigration Partnership Fund for Syrian 10,000 The Ryther Fund Community Support Connections - 5,000 Newcomers*** St. Paul’s University College 3,100 Meals On Wheels and More Mennonite Coalition For Refugee Support 10,000 Historic St. Paul’s Lutheran Church 5,000 The Savvas & Lenia Chamberlain Fund Pride Stables 4,200 The Musagetes Fund Immigration Partnership Fund for Syrian 11,100 Alternatives Journal (A\J) 2,500 Newcomers*** Westmount Golf Charity Fund ArtsSmarts Waterloo Region 3,000 Westmount Golf Charity Fund CAFKA - Contemporary Art Forum Kitchener 20,000 Sharon and Paul Good Fund Community Grants*** 1,000 And Area Grace Lutheran Church 872 Westmount Golf Tournament Charity Fund Canadian Clay and Glass Gallery 10,000 Immigration Partnership Fund for Syrian 1,000 Community Grants*** 35,700 Community Music School of Waterloo Region 2,500 Newcomers*** Westmount Golf Charity Fund - Oktoberfest Createscape Waterloo Region 10,000 Lutheran Laymen’s League of Canada 1,000 Charity Pro-Am Golf Tournament Fund Kitchener-Waterloo Art Gallery (KW | AG) 10,000 Victim Services of Waterloo Region 1,000 Big Brothers Big Sisters of Waterloo Region 10,600 Kitchener-Waterloo Symphony 25,000 Lisaard House 2,500 The Spinnaker Fund The William Roberts Family Fund MT Space 10,000 Immigration Partnership Fund for Syrian 49,600 St. Mary’s General Hospital Foundation 600 Pat the Dog Playwright Development Centre 2,500 Newcomers*** rare Charitable Research Reserve 200,000 DESIGNATED FUNDS Roseneath Theatre 5,000 Steffensen Family Fund Sexual Health Options, Resources 5,000 United Way Kitchener Waterloo & Area 14,000 Amy Hallman Snyder Award Fund & Education Centre - SHORE Centre Lisaard House 1,300 The MT Space 8,000 The TD Bank Financial Group Employees The New Quarterly: Canadian Writers and 8,000 Endowment Fund Canadian Clay and Glass Endowment Fund Writing Immigration Partnership Fund for Syrian 2,000 Canadian Clay and Glass Gallery 18,400

The Perimeter Institute for Theoretical Physics 10,000 Newcomers*** four forty THEMUSEUM 35,000 The Charles E. Heller Fund University of Waterloo 6,099 The Ted and Andrea Witzel Family Fund St. John’s Evangelical Lutheran Church 5,300 The Working Centre 1,800 Nancy Borusiewich Fund The Choices Fund Toronto Brigantine Inc. 700 University of Waterloo Research and Sexual Health Options, Resources 7,300 Technology Park Activities Committee Fund & Education Centre - SHORE Centre Ormston Family Fund City of Kitchener 3,650 Grand River Conservation Foundation 6,500 Kitchener Soccer Club 3,650 Dorothy Shoemaker Literary Award Fund The Working Centre 6,500 Kitchener Public Library 5,300 The Urie A. and Dorothy M. Bender Paul Kuntz Legacy Endowment Fund Emmerton Fund Alzheimer Carizon Family and Community Services 1,000 House of Friendship 3,200 Alzheimer Society Waterloo Wellington 900 Immigration Partnership Fund for Syrian 2,500 Newcomers*** The Victoria D’Agostino Children’s Emmerton Fund Heart & Stroke YMCAs of Cambridge & Kitchener-Waterloo 1,000 Benefit Fund The Heart and Stroke Foundation 1,000 Lisaard House 1,000 Kitchener-Waterloo Bilingual School 449 Waldenstrom’s Macroglobulinemia 3,500 Waterloo Education Foundation Inc. 4,119 Emmerton Fund Hospital Equipment Foundation of Canada Waterloo Region Catholic Schools 2,161 Grand River Hospital Foundation 6,800 Women’s Crisis Services of Waterloo Region 2,000 Foundation Inc. Emmerton Fund House of Friendship The Robert Caldwell Fund Victoria J. Suljak Memorial Fund House of Friendship 900 Immigration Partnership Fund for Syrian 150 Bereaved Families of Ontario - Waterloo Region 500 Newcomers*** City of Kitchener : Kitchener Ringette 500 Esther Bingeman Gascho Fund Lisaard House 300 Association House of Friendship 2,400 University of Waterloo 150 Sinai Health Foundation 250 St. Anthony Daniel Church 1,250 The F. P. Schneider Memorial Fund Kitchener-Waterloo Symphony 4,300

Carizon Family and Community Services 14,000 House of Friendship 2,853 2016 grants The Howard G. Schneider Cancer Care Fund Grand River Hospital Foundation 3,000 KidSport Canada - Ontario - KW Chapter 5,000 Junior Achievement of Waterloo Region Inc. 1,000 Our Place Family Resource and Early Years 29,000 Kitchener-Waterloo Art Gallery (KW | AG) 2,200 The Immigration Partnership Fund Centre Pride Stables 3,735 for Syrian Newcomers University of Waterloo 5,000 rare Charitable Research Reserve 1,050 Region of Waterloo - Immigration Partnership 613,421 The Navigators of Canada 1,444 Music Fund Waterloo Community Arts Centre 1,880 Intentions of A and M Fund Community Music School of Waterloo Region 335 Waterloo Mennonite Brethren Church 2,350 Carmel of St. Joseph 6,700 University of Waterloo - Faculty of Applied 5,065 Wilfrid Laurier University 1,400 Health Sciences YWCA Kitchener Waterloo 2,500 Murray Fried Fund City of Kitchener 3,133 Ontario Endowment for Children and The Woolwich Community Fund Scouts Canada - Central Escarpment Council 6,267 Youth in Recreation Fund Big Brothers Big Sisters of Waterloo Region 3,000 Big Brothers Big Sisters of Waterloo Region 7,500 Hospice of Waterloo Region 2,500 Retired Business & Professional Men’s House of Friendship 6,535 Junior Achievement of Waterloo Region Inc. 700 Club of K-W Fund KidsAbility Centre for Child Development 5,000 Kitchener-Waterloo Symphony 2,600 Junior Achievement of Waterloo Region Inc. 1,100 KidSport Canada - KW Chapter 11,064 The Hearing Foundation Of Canada 10,000 The Woolwich Community Fund - Fountain of Rev. Carl & Jean Wagner and Family Fund YWCA Cambridge 4,000 Memories Award Community Support Connections - 500 Junior Achievement of Waterloo Region Inc. 1,800 Meals On Wheels and More Palliative Care Fund Lutheran Laymen’s League of Canada 500 Lisaard House 11,000 Youth Advisory Council (YAC) Fund Youth and Philanthropy Initiative Canada 1,900 FIELD OF INTEREST FUNDS School Sisters of Notre Dame Legacy Fund Bridges to Belonging Waterloo Region 4,500 STUDENT AWARD FUNDS The Alice (Braley) Judges - Walter Judges Victim Services of Waterloo Region 9,000 Fund Big Brothers of Kitchener - Waterloo Promise Ducks Unlimited Canada 5,000 TD Canada Trust Merv Lahn Community Scholarship Fund forty five forty REEP Green Solutions 5,475 Development Fund Big Brothers Big Sisters of Waterloo Region 500 Wilfrid Laurier University 5,725 Junior Achievement of Waterloo Region Inc. 20,000 St. Paul’s University College 5,100 France-Anne Sweeny “Making a Difference” Brush with Art Visual Arts Fund Fund Createscape Waterloo Region 1,800 Waterloo Region International Plowing Cambridge Self-Help Food Bank 100 Match 1995 and 2012 Fund Canadian Cancer Society - Waterloo Region Unit 200 George Cluthe Fund Cambridge Memorial Hospital 6,000 Canadian Red Cross 100 Bridges to Belonging Waterloo Region 800 HopeSpring Cancer Support Centre 900 Carleton University 1,000 YMCAs of Cambridge & Kitchener-Waterloo 9,000 KidSport Canada - KW Chapter 3,000 Conestoga College Mac Voisin Scholarship 1,000 Lisaard House 3,600 Series The Keith & Winifred Shantz Fund for the Arts The Working Centre 3,200 FIRST Robotics Canada 100 Canadian Clay and Glass Gallery 46,000 Free The Children 100 Createscape Waterloo Region 1,800 The Waterloo Region Record Literacy Fund KidsAbility Foundation 100 Green Light Arts 3,000 Strong Start Charitable Organization 3,350 Kitchener-Waterloo Humane Society 100 Kitchener-Waterloo Art Gallery (KW | AG) 10,000 Waterloo Public Library 1,350 Lions Foundation of Canada Dog Guides 100 Kitchener-Waterloo Symphony 30,000 McMaster University 2,000 Numus Inc. 5,000 The Waterloo Region Record - Lyle S. Monica Place for Pregnant and Parenting Youth 100 The MT Space 1,000 Hallman Foundation Kids to Camp Fund Ontario Brain Injury Association 100 University of Waterloo 31,000 Big Brothers Big Sisters of Waterloo Region 3,000 Ontario College of Art & Design 1,000 Uptown Waterloo Jazz Festival Inc. 5,000 Camp McGovern 5,000 Pride Stables 100 City of Kitchener 12,942 Ray of Hope Inc. 100 Lisa Schurter Memorial Fund Conrad Grebel University College 3,520 Sick Kids Foundation 100 KidSport Canada - KW Chapter 300 Evergreen Christian Ministries 580 Sunnyside Home Foundation 100 Extend-A-Family Waterloo Region 3,200 The Heart and Stroke Foundation 100 The Lyle S. Hallman Fund Great Big Theatre Company 377 The Samaritan Foundation 100 Bridges to Belonging Waterloo Region 8,400 Hidden Acres Mennonite Camp and Retreat 2,840 The Theatre Centre Toronto 100 Business And Education Partnership Of 2,500 Centre UNICEF 100 Waterloo Region University of British Columbia 1,000 CHARITABLE ORGANIZATION 2016 grants University of Guelph 1,000 ENDOWMENT FUNDS University of Toronto 1,000 University of Waterloo 1,000 Anselma House Endowment Fund 1,300 University of Western Ontario 1,000 Big Sisters Endowment Fund 2,500 Waterloo Education Foundation Inc. 100 Child Witness Centre - Balsillie Endowment 2,200 Waterloo Region Catholic Schools Foundation Inc. 100 Fund Woolwich Recreational Facility Foundation 100 Grand River Conservation Fund 1,500 Homer Watson House & Gallery Endowment 1,600 The John R. Robins Fund Fund Humber College 1,700 Hospice of Waterloo Region Endowment Fund 600 University of Western Ontario 1,700 Junior Achievement Terry Burch Memorial Fund 1,600 Wilfrid Laurier University 1,300 KidsAbility Foundation Endowment Fund 32,100 Kitchener Sports Association Legacy Fund 5,000 The Kitchener Rangers Hockey Club Lions Foundation of Canada Dog Guides 1,400 Scholarship Fund Parents for Commuity Living Robert Denomme 3,300 Carleton University 1,700 Fund Conestoga College Institute of Technology 3,550 Scouts Canada - North Waterloo District 2,200 & Advanced Learning Endowment Fund Fanshawe College of Applied Arts 600 St. Mary’s General Hospital Foundation - 3,600 & Technology Physician’s Endowment Fund The Sir Sandford Fleming College of Applied 600 The Kitchener and Waterloo Community 6,000 Arts and Technology Foundation Operating Endowment Fund The Georgian College of Applied Arts 1,700 The Kitchener-Conetoga Rotary Dream 24,643 and Technology Home Fund McGill University 600 The United Way Forever Fund 91,600 McMaster University 1,200 The Uptown Waterloo Jazz Festival 1,800 Niagara College of Applied Arts 600 Endowment Fund 5,900 and Technology WPL Endowment Fund six forty Ryerson University 9,000 WPL Summer Reading Club Fund 2,800 Tyndale University College & Seminary 600 YWCA Endowment Fund 31,900 University of Waterloo 3,600 YWCA Mary’s Place Fund 38,700 Zonta Club of Kitchener Waterloo Fund 1,300 The Mac Voisin Scholarship Series Conestoga College Mac Voisin Scholarship 2,800 Series TOTAL 3,571,148

NHLPA Dan Snyder Memorial Student Award Fund Conestoga College Mac Voisin Scholarship 1,200 Series University of Guelph 1,200 University of Waterloo 1,200 Wilfrid Laurier University 1,200

R. Jack Middlemass Memorial Scholarship Fund Huntington University 3,500 Wilfrid Laurier University 2,000 *** Grant Disbursement transferred to The Walter A. Bean KWCF Scholarship Fund support the specified fund held at The University of Waterloo 3,900 KWCF. The grant amount is included in the specified fund total.

2016 FINANCIAL RESULTS

2016 financial results We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction, and monitoring The Foundation’s operations. We are pleased to report that the owned assets of The Foundation now approach the $75M mark.

The KWCF Investments In 2016, The KWCF’s return on pooled investment funds was 8.1% versus the benchmark return of 8.0%. (The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the TMX Universe Bond Index, and the TMX 91-day Treasury Bill Index).

We are pleased to report that over the past 10 years our portfolio has averaged 7.3%, and since inception in 1984, The KWCF’s investment return has averaged 9.7%. forty seven forty Investment Returns (%)

20

15

10

5

0 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 -5

-10 30% allocations to each assetclassusingasset-mixtargets: The Committee reviews thetarget investmentportfolio mixregularly andcontrols benchmark performancemeasurement system. with seniorlevelinvestmentmanagementexpertise reviews performanceusinga class responsibility todifferent investmentmanagers. An InvestmentCommittee The KWCFusesa‘specialty’ investmentmanagementstructure that assignsasset Did youknow? Global equity

Portfolio, December2016 Targets For Investment Investment Asset-Mix cash &short term 40% Fixed income,

30% Canadian equity • • • The KWCF’s investmentgoalsare to in “real” terms(e.g. compensate forinflation). Protect theFund thecapitalof thepurchasing powerof expenses, andto returna totalrate overthelongertermthat of allows Manage theassetsininvestmentportfolio toachieve Support themissionandprinciplesof The KWCF, the organization tocovergrant obligations andoperation

forty eight 2016 financial results Donations 2016 Assets by Fund Type Donations are received from individuals, corporations, other charitable organizations and government. Donors may contribute to endowed funds (funds that are held permanently or for a

2016 financial results specified period of time, usually 10 years), funds for distribution (funds that are held for granting, usually within two years), or to the operations and/or programs of The KWCF. We are pleased to report that annual donations for 2016 exceeded $1.3M.

Total Donations Received (000’S) 25.7% Community Fund Endowed Funds For Distribution Operating

5,000 4,287 forty nine forty Donor Advised Funds 44% 4,000 3,444 Community Fund 25.7% 2,823 3,000 Field of Interest Fund 14.5% Charitable Organization 10.2% Endowment Fund 2,000 1,352 1,380 Designated Funds 3.0% 1,000 Student Awards 2.3% Funds for Distribution 0.3% 0 2012 2013 2014 2015 2016 What does this mean? The KWCF is able to leverage only 25.7% of our assets to support those issue areas that have the greatest need. Granting Grants Awarded Across All Funds Our granting trend over the past five years has resulted in small annual increases despite the market downturn in 2011. This was due to the establishment, several years ago of Stabilization Reserves for our funds to preserve past year’s earnings for future granting requirements. 2016 financial results In 2016, 100% of the Community Fund Grants were able to be directed to the top four priority areas as identified in the WRVS Priority Report. When looking at grants from all funds including the aforementioned, just under 85% of grants were able to support those same areas.

Granting History (000’S) 84.5% of all grants supported Endowed Funds For Distribution the top 4 priority areas

,000 3,571 fifty 2,903 2,987 Belonging & Leadership* 49.0% 3,000 Health & Wellness* 12.9% 2,305 Arts & Culture* 11.9% 2,137 Getting Started* 10.8% 2,000 Environment 7.1% Learning 6.1% Gap Between Rich & Poor 1.0% 1,000 Safety 1.0% Work 0.3%

0 2012 2013 201 2015 2016 * 2016 Waterloo Region’s Vital Signs® Priority Areas 2016 FINANCIAL REPORT

2016 financial report The Kitchener and Waterloo Community Foundation Condensed Financial Statements

Condensed Statement Of Financial Position As Of December 31, with comparative information for 2015 2016 2015

ASSETS Investments At Market Value [Note 1] 73,730,896 71,603,064 Other 1,233,422 1,644,132 TOTAL ASSETS 74,964,318 73,247,196

LIABILITIES AND FUND BALANCES LIABILITIES Grants Payable and Other Liabilities 563,424 240,017 Deferred Revenue 230,853 248,840 TOTAL LIABILITIES 794,277 488,857

FUND BALANCES Operating Fund 268,543 536,283 Capital Fund 73,659,766 71,944,189 Funds For Distribution 241,732 277,867 fifty one fifty TOTAL FUND BALANCES 74,170,041 72,758,339 TOTAL LIABILITIES AND FUND BALANCES 74,964,318 73,247,196

Non-owned Assets [Note 2]

Condensed Statement of Operations Year ended December 31, 2016, with comparative information for 2015 2016 2015

REVENUE Donations 1,380,850 3,444,261 Investment Income 5,318,541 4,676,065 Other (Grant Income, Sponsorship, Etc.) 279,492 226,144 Administration Fees 49,787 49,718 7,028,670 8,396,188 EXPENSES Grants 3,571,147 2,987,285 Operating Expenses 2,045,821 1,599,259 5,616,968 4,586,544

Excess Of Revenue Over Expenses 1,411,702 3,809,644

Fund Balances, Beginning Of Year 72,758,339 68,948,695

FUND BALANCES, END OF YEAR 74,170,041 72,758,339 Condensed notes to The Kitchener and Waterloo Community Foundation Financial Statements 2016 financial report

Note 1. Investments as of year end. 2016 2015 Market Value Market Value

MARKET VALUE Bissett Core Equity Fund 11,329,161 8,610,082 Connor Clark & Lunn Canadian Equity Fund A 11,262,502 8,625,620 TD Emerald Canadian: Bond Pooled Fund 841,672 7,058,854 Core Plus Bond Pooled Fund 19,533,913 14,709,515 Short-Term Investment Fund 3,007,914 3,178,599 Walter Scott and Partners Global Equity Fund 25,668,201 27,368,784 National Bank Correspondent Network Portfolio 377,533 341,610

COST Community Forward Fund 1,710,000 1,710,000

TOTAL 73,730,896 71,603,064 fifty two fifty

Note 2. Non-owned Assets The Foundation holds certain securities for custody and management on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of the Foundation. 2016 2015 The amounts under administration are as follows: Market Value Market Value

The Catholic Community Foundation of Waterloo Region Fund 2,840,846 2,735,364 THEMUSEUM Endowment Fund 1,319,201 1,562,645 Conestoga College Institute of Technology and Advanced Learning Fund 2,653,215 2,340,012 Cambridge & North Dumfries Community Foundation 7,186,485 6,261,537

TOTAL 13,999,747 12,899,558

The audited financial statements for The Kitchener and Waterloo Community Foundation (Auditing firm of KPMG LLP), are available on our website at www.kwcf.ca or by mail. Please call 519-725-1806 to request a copy. our foundation staff our foundation fifty three fifty

Back (L-R): Linda Shortt, Devin Petteplace, Bethan Llewellyn, John Bowden, Sarah Witmer, Lizz DiCesare Front (L-R): Meryem Ortanca, Shannon Weber, Stephen Swatridge, Rochelle Benoit and Erika Ymana

2017 FOUNDATION STAFF

Stephen Swatridge John Bowden Shannon Weber Bethan Llewellyn Interim - Chief Executive Officer Director, Financial Services Director, Community Investments Director, Foundation Services [email protected] | Ext. 201 [email protected] | Ext. 202 [email protected] | Ext. 204 [email protected] | Ext. 205

Devin Petteplace Linda Shortt Sarah Witmer Rochelle Benoit Lizz DiCesare Executive Assistant Financial Services Coordinator Community Investments Coordinator Marketing Coordinator Office Services Administrator [email protected] | Ext. 207 [email protected] | Ext. 208 [email protected] | Ext. 206 [email protected] | Ext. 209 [email protected] | Ext. 210 jessicaGRANTS COMMITTEE kropf CHAIR ENGAGE!KW ALUMNI COMMUNITY A MEMBER FOUNDATIONS OF THE OF CANADA

Phone 519-725-1806

Email [email protected]

Website www.kwcf.ca

Registered with Canada Revenue Agency (#132170994 RR0001). The Kitchener and Waterloo Community Foundation issues official receipts for income tax purposes.