2020 ANNUAL IMPACT REPORT 1 A Message from our Board Chair Kitchener Waterloo Community Foundation (KWCF) is
3 A Message from our President & CEO situated on the lands within the Haldimand Treaty of 1784, a formally ratified agreement acknowledging six miles on 5 A Sincere Thank You either side of the Grand River as treaty territory belonging 6 Awards to Six Nations of the Grand River. KWCF serves a region 7 2020 KWCF Volunteers that is located within the traditional territories of the Neutral, 9 2020 Impact by the Numbers Anishinaabe, and Haudenosaunee peoples. This territory 11 Impact Investing, Granting is within the lands protected by the Dish With One Spoon & Convening wampum. We acknowledge the enduring presence, knowledges 12 Impact Investing 15 Granting and philosophies of Indigenous Peoples living here today. 21 Convening We acknowledge the continuing accomplishments and 25 Fundholder Highlights contributions Indigenous Peoples make in shaping Waterloo
29 2020 Funds Region. We are committed to understanding collective past
33 Donors: Accumulated Donations experiences while celebrating inclusion of Indigenous voices & Legacy Leaders within KWCF in order to vision and co-create collaborative,
39 2020 Grants respectful paths together in mutuality and reciprocity.
47 2020 Financial Results
49 2020 Condensed Financial Statements
51 Our Team Making it easy for people to do more good A message
“Having uncomfortable conversations, listening to learn (and unlearn) and confronting the racist systems that perpetuate inequality continues to be central to Kitchener Waterloo Community Foundation.”
Impact Focused Catalysts Collaborative Inclusive Trustworthy
1 A Message from our Board Chair from our Board Chair
In a year unlike any other, I’m proud of the role Having uncomfortable conversations, listening Committee Chair, Tim Jackson, for leading this Kitchener Waterloo Community Foundation to learn (and unlearn) and confronting the racist initiative along with our committee volunteers. (KWCF) has played in supporting our systems that perpetuate inequality continues This year, we welcomed Lori Campbell, Amanda
communities. It was critical to adjust quickly to be central to KWCF. In our “Do More Good Funds Knapp, and Donnique Williams to our Board
to respond to the needs across Waterloo Dialogue” series, we heard from local voices of Directors. I want to thank them, our other Region, and we grounded our work in our on the inequalities in affordable housing, the Board Members, and all of our volunteers for values of being impact-focused catalysts who gendered violence crisis, and the push toward their commitment over this past year. 2021 is are collaborative, inclusive and trustworthy. an anti-racist framework in our communities that shaping up to be another challenging year, with is required if we are to co-create a community From the earliest days of the pandemic, we uncertainty around vaccine rollout, new variants where everyone thrives. were able to support our charitable partners, and the magnitude of the economic challenges both financially and by listening to understand Looking ahead, KWCF continues to play a pivotal ahead. KWCF is uniquely positioned to be a
their changing, and often immediate, needs – role in supporting our communities. We are steady hand and to continue to support Waterloo 2019 and then amplifying those needs to encourage focused on transforming public spaces through Region as we navigate the transformation. others to also take action. The unique position the Canada Healthy Communities Initiative, By working together, I believe we will be able of Community Foundations of Canada, a continuing to move forward on Gender Equality to seize this moment to drive positive change network of 191 community foundations across work, and raising up Indigenous, Black and in and with our communities. Canada, allowed us to access Government of other racialized voices. In addition to convening Canada emergency funding, which was a vital important conversations in our community, Brock Hart lifeline to communities and organizations facing we’re happy to report that we’re making progress Board Chair unprecedented need. It also allowed us to access toward socially responsible investing. By non-repayable capital through the Investment combining our Investment Committee and our Readiness Program to help local social purpose Social Finance Committee, we are taking a big organizations scale up their social enterprises step toward doing more good with even more to prepare to accept investments. of our assets. A big thank you to our Investment
left to right: Lori Payne, Lori Campbell, Xiaopu Fung, Murray Gamble, Andrea Harding, Tim Jackson, Elizabeth Jinsook Kim, Amanda Knapp, Donnique Williams A Message from our Board Chair 2
A message
I don't think I need to emphasize how challenging a year 2020 was for everyone. And still, thanks to so many impact-focused catalysts across Waterloo Region, we were able to support numerous organizations that provide critical programs and services to people in our community.
“We were able to support numerous Kitchener Waterloo Community Foundation’s (KWCF) core activities – Granting, Impact Investing organizations that provide critical and Convening – allowed us to amplify our impact programs and services to people in in the community through the pandemic and for the future. The pandemic has disproportionately affected our community thanks to so many certain groups of people. Our goal through our three impact-focused catalysts across core activities was to help level the playing field. Early in 2020, we knew we needed to accelerate Waterloo Region, who, along with our support to the community and approach things assistance from the Government differently. On March 13th, we sent a survey to charities in our region to get more informed about of Canada, helped us increase our the immediate needs in our community. This enabled granting by 65% over 2019!” us to make important decisions about where
3 A Message from our President & CEO Impact Investing Granting Convening from our President & CEO
to focus our granting dollars and share that across Waterloo Region. Since 2018, KWCF had that we would have missed if it never did. 2020 information with our Donors. The result? aligned our strategic priorities with Wellbeing saw the establishment of The Leland and Thora In 2020, we granted $5.7 Million to the Waterloo Region (Affordable Housing, Healthy Vance Fund, which was the second largest fund community, of which over $2 Million was to Children & Youth, and Social Inclusion). We in our history, set up with an initial donation of directly support COVID-19 recovery and relief! realized that focusing on and tackling Affordable $7 Million. In addition, the pandemic was the Housing would effect positive change in all catalyst for so much important change. 2020 We also started convening conversations three areas. Some actions we took toward this was the year of heightened commitment to social called "Do More Good Dialogues." These in 2020 included: convening and leading the justice, extreme adaptability and flexibility, and webinars covered topics including Affordable Housing Innovation Round Table (HIRT) - more embracing important conversations with healthy Housing, Anti-Racism, Gendered Violence, and information on page 22, providing over discourse. Impact Investing. We hosted a total of seven $2.1 Million in new impact investments to support conversations that brought together expert This was a challenging year for all of us. At KWCF, construction and preservation of existing panellists from all over the region and beyond we are committed to collaborating with people affordable housing units (more information on to provide their knowledge and insight to and organizations across our community to page 13), and educating community members hundreds of attendees. They allowed us to bring continue to create caring communities where who attended our Do More Good Dialogues the community into discussions on important everyone thrives. Thank you for coming along on focused on Affordable Housing. conversations about issues in our community, this journey with us, in whatever role you play, as including the impacts of COVID-19. Before I wrap up, I want to leave you with one we continue to Do More Good. Forever. Together. last message. Although many of us wish 2020 KWCF recently shifted our major area of Elizabeth Heald never happened, there were some incredible focus to Affordable Housing. We decided to President & CEO philanthropic acts as well as some key learnings "go deep" on this issue that impacts so many
A Message from our President & CEO 4 A sincere thank you
FOR ASSISTING WITH OUR AUDITING NEEDS: FOR SUPPORTING A VARIETY Mike Maxwell KPMG LLP OF IMPORTANT NEEDS: One for the Wall Photography Mike Peasgood Blitzen / Decision.io Ryan Pettipiere FOR ASSISTING WITH OUR LEGAL NEEDS: Sean Campbell Mark Seasons CarefreeIT Miller Thomson LLP Kirsten Wright Centre for International Governance Innovation Jonathan Chan FOR ASSISTING WITH OUR NEED FOR Cober FOR ASSISTING WITH MEDIA SUPPORT: OFFICE, MEETING AND EVENT SPACE: Karen Coviello 570 News BMO Nesbitt Burns Dark Matter Labs CBC Nexus Management Inc. Pam Fehr CTV Ridgewood Holdings Tony Giovinazzo Exchange Magazine Scott Higgins Kitchener Today Carla Leon Waterloo Chronicle Laura Manning Waterloo Region Record Woolwich Observer
AND A SPECIAL THANK YOU TO OUR 2020 SPONSORS AND PARTNERS!
This report was designed by Quarry Integrated Communications and printed by Cober. We want to thank them for their innovative ideas, partnership and ongoing support.
5 A Sincere Thank You Awards
The Walter Bean Award
This award was established in memory of Walter Bean, philanthropist, military hero, prominent Canadian business leader, and founder of Kitchener Waterloo Community Foundation (KWCF). It recognizes individuals who have made a volunteer commitment to KWCF, and exemplify and reinforce KWCF’s mission to “Create Caring Communities Where Everyone Thrives.”
2020 Recipient: Carl Coelho
The Ken Murray Award Carl Coelho
The Ken Murray Award was created in 2019 in memory of the first President of KWCF, to recognize individuals under the age of 50 who demonstrate their commitment to Waterloo Region by “Doing More Good” in alignment with KWCF’s mission, vision and values.
Since 2020 was an extraordinary year, and people stepped up in extraordinary ways, KWCF Board and staff chose to support three people who demonstrated their commitment to Waterloo Region and made an impact on key issues in the community.
2020 Recipients: Sourov De, Nancy Keizer, and Amy Smoke
left to right: Sourov De, Nancy Keizer, Amy Smoke
Awards 6 2020 KWCF
BOARD OF DIRECTORS Claude Macorin Patrick McKeen Dave Rutherford Brock Hart – Chair Larry Murray Omar McLean Kristine Schumacher Lori Payne – Vice-Chair Mike O’Neill Janet Robinson Glenn Smith Deborah Currie – Past Chair Jennifer Ramsey-Armorer Charu Smith Robin Stanton Lori Campbell Eric Strassburger Dianne Stickney Jessica Stockie Xiaopu Fung Aric Truax Natascha Stutz Murray Gamble Nate Tedesco EMERGENCY COMMUNITY Andrea Harding LEADERSHIP IDENTIFICATION Sam Trieu SUPPORT FUND COMMITTEE Tim Jackson COMMITTEE E’Kong Tse Nancy Bird Elizabeth Jinsook Kim Brock Hart – Chair Tracy VanKalsbeek Mike Braga Amanda Knapp Deborah Currie Diane Wiles Melissa Ireland John Milloy John Milloy Chris Wormald Bilal Khan Mike Murray Lori Payne Jenny Wu Anne Lavender Eric Strassburger Sarah Zamin Umi Mohammed SOCIAL FINANCE COMMITTEE Donnique Williams Joanne Zhou Jason Santo Tim Jackson – Chair Ishaan Sharma AUDIT COMMITTEE Deborah Currie COVID-19 ARTS SUSTAINABILITY Gillian Wells Lori Payne – Chair Murray Gamble AND RECOVERY COMMITTEE David Yoon Xiaopu Fung Brock Hart Andrew Bennett Murray Gamble Mike Murray Bob Egan GENDER EQUALITY COMMITTEE Mike Murray Lori Payne Zainab Mahdi Jean Becker Eric Strassburger Eric Strassburger Pamela Rojas Renu Bhandari Isabella Stefanescu Lisa Cashmore EXECUTIVE COMMITTEE COMMUNITY GRANTS COMMITTEE Charlie Davis Brock Hart – Chair David Yoon – Chair COVID-19 BIPOC SUSTAINABILITY Veronique Rousell Deborah Currie Randy Gondosch – Vice-Chair AND RECOVERY COMMITTEE Nikki Smith Tim Jackson Asma Al-Wahsh Fitsum Areguy GRANTING FINANCIAL Lori Payne Elizabeth Arcila Justine Kennedy Kerry Auguste REVIEW COMMITTEE GOVERNANCE AND Charu Smith Beth Bailey Vinay Tiwari Ashley Black NOMINATIONS COMMITTEE Dan Ballantyne Chris Blanchet Donnique Williams Andrea Harding – Chair Scott Cruickshank Ian Buchanan Elizabeth Jinsook Kim Susan Daley DUE DILIGENCE COMMITTEE Mark Hodson Lori Payne Sylma Fletcher Carl Coelho – Chair Tom Leonowicz Nicole Hallman Krista Mair Rourke INVESTMENT COMMITTEE Gareth Nichols – Vice-Chair Daniel Hussey Gareth Nichols Tim Jackson – Chair Chris Blanchet Melissa Ireland Robin Stanton Justin Caldwell Ruth Casselman Barb Janzen Eric Strassburger Jason Daly Camellia Loojune Jacqueline Keeso Dennis Huber Natascha Stutz Colin Kibjis Amanda Knapp
7 2020 KWCF Volunteers volunteers INVESTMENT READINESS PROGRAM COMMITTEE Heidi Culliton Tania Del Matto Elizabeth Heald Iain Klugman Bruce Lauckner Anne Lavender Camellia Loojune Laura Manning Ian McDonald Mike Murray Dave Rutherford Why do you volunteer with KWCF? Kristine Schumacher Raymond Soucy Chris Willard “I’d long been familiar with KWCF having participated in the Engage!KW Jenny Wu program where I met a host of fantastic people that opened my eyes to YOUTH IN RECREATION COMMITTEE what volunteering could look like in KW. But it was years later where I was Dayna Giorgio – Chair given the opportunity to volunteer with the Community Grants Committee. Allan Cayenne – Vice-Chair Gary Abbott I love and am fiercely proud of this city that I was born and raised in. Fitsum Areguy Audrey Guo Working with the Committee seemed the perfect way to learn about the Samantha Heard good work being done in the community without committing to a single Nick Heffner Debbie Hind specific cause. It’s been eye-opening and incredibly gratifying.” Darcy Krahn Angela Larraguibel Kara McGlynn – David Yoon, Chair, Community Grants Committee Katie Misener Jayden Mitchell Kourtney Parker Ronak Patel Vinay Tiwari Cindy Weber
2020 KWCF Volunteers 8 35 252 2,214 New Funds Funds # Donations
OVER
OVER $11M $120M 7. 9 % Total Donations Total Assets Rate of Return
*
13 approved* $5.7M 289 Impact Investments Dollars Committed Organizations That
to Date to Impact Investments Received Grants
*since 2017 *since 2017 2020 Impact 2020 Numbers Assets by Fund Type
Donor Advised Funds 43.2% Community Fund 21.2% Field of Interest Funds 23.8% 108 $5.67M Designated Funds 11.8% What is the Community Fund?
Volunteers Total Grants When you donate to Kitchener Waterloo Community Foundation (KWCF), you have the option of donating to any of the funds, including the Community Fund. The funds in the Community Fund are “unrestricted,” which means that KWCF is able to respond to grant requests from charities across Waterloo Region. A volunteer committee comprised of local residents reviews the grant applications to recommend how these funds are distributed. $56,563,120 The applications are then approved by the 718 President & CEO and Board of Directors. Grants Grant Dollars
Since Inception 2019 KWCF Volunteers 2020 Impact Numbers 10 Impact Investing Granting Convening
At the heart of our work, Kitchener Waterloo Community Foundation (KWCF) has The following pages contain some examples three great tools in our toolkit to impact the community. In partnership with our of all three categories for you to explore. Fundholders and Donors, we Grant. We also participate through Impact Investing – and encourage others to join us. And, we Convene conversations across the community, bringing people together to share knowledge and discuss issues that matter, which hopefully leads people toward action, whether it be through volunteering, philanthropy, or furthering important discussions.
Having these tools available in 2020 was particularly - from partnering with community-led initiatives to important, as we partnered with others across the provide increased funding opportunities, to creating community in response to COVID-19 and addressed a new webinar series called the “Do More Good other critical issues in Waterloo Region. We had Dialogues,” and documenting the journey of KWCF’s numerous opportunities to put these tools to work Impact Investing Pilot Portfolio for shared learning.
11 Impact Investing, Granting & Convening Impact Investing Impact Investing Pilot Portfolio Report Investment Readiness Program
“Impact In 2012, KWCF’s Investing Board of provides Directors approved The Investment Readiness Program (IRP) animpact opportunity investments as for part people of our investment to is a national initiative led by Community mix. Since 2017, it has become a core part Foundations of Canada and funded by the reallyof our ability be investedto impact the — community not just – in Government of Canada to seed and grow social financially,addition to granting but and also convening. emotionally In 2020 enterprises. As a Regional Partner for the IRP, —we indocumented the health our journey and wellbeing and captured KWCF led this initiative locally in partnership the learnings and what we’ve been able to with four other community foundations of the community.” accomplish, including the launch of our (Cambridge & North Dumfries Community “Impact Investing provides Impact Investing Pilot Portfolio in 2017 to now. Foundation, Centre Wellington Community - Elizabeth Heald, President & CEO, an opportunity for people Foundation, Guelph Community Foundation, We Kitchener continue Waterloo to learn Community – and want Foundationto share Stratford Perth Community Foundation) to really be invested — that knowledge with others. and four local organizations that drive social not just financially, but You can access the Pilot Portfolio by visiting change (Communitech, GreenHouse, Lyle S. also emotionally — in the kwcf.ca/impact-investing. Hallman Foundation, and Region of Waterloo). health and wellbeing of the Together, in 2019 and 2020, we provided almost $500,000 over two rounds of funding community.”
to 19 social purpose organizations whose work - Elizabeth Heald, President & CEO, is creating meaningful jobs, strengthening the Kit chener Waterloo Community Foundation charitable and non-profit sector and addressing social challenges, including the United Nations 2020 Agenda for Social Development. Through In 2020, KWCF increased its impact the IRP funding, these organizations will be investment commitment to 10% of better prepared to receive social investment. assets in its investment portfolio To learn more, visit kwcf.ca/irp.
Impact Investing 12 Impact Investing continued
“To have KWCF review our 2020 Portfolio of Impact Investments What is an impact investment?
project, go through our Since embracing Impact Investing as another Impact Investing occurs when investments financial statements and strategy to make impact in our community, are made into companies, organizations, KWCF has approved 13 impact investments or funds with the intention to generate say, ‘This is an organization to date with a commitment totalling almost social or environmental impact alongside a financial return. Investments can be we trust and we want to $5.7 Million.* As of 2020 there were 11 active made across asset classes, including deals in place: invest in’ helps raise the but not limited to loans, fixed income, profile of MennoHomes. If • 10C Shared Space venture capital, and public or private • House of Friendship equity. Organizations receiving investment that can catch the attention • Housing Cambridge must measure and report the social or of other funders interested • Indwell Community Homes environmental performance of the impact in being a part of this • The Knossos Housing Corporation investment. of Waterloo Region project, that’s invaluable.” Why impact investments? • MennoHomes Inc. Impact investments have the ability to - Dan Driedger, • oneROOF Youth Services complement grantmaking to drive greater Executive Director of MennoHomes • PPE Access impact! They can also be a tool to stimulate • Supportive Housing of Waterloo private-sector innovation and collaboration, • Windmill Microlending encourage market-driven solutions and • The Working Centre efficiencies, and attract external capital If you would like to learn more about to charities, non-profits, and other social partnering with KWCF to make impact purpose businesses. investments, including establishing your own Donor Advised Fund - Invested for Impact, contact Dan Robert at [email protected] or 519-725-1806 x 205.
1311 Impact InvestingInvesting, Granting & Convening *Total of $5.7 Million deployed, of which $2.1 Million was in 2020. Impact Investing “There is the assumption
Investment criteria for KWCF’s impact investments amongst investors that if you are going to do social good Intentionality – Investors must Return expectation – Investors intend to have a positive social understand there is a market you are going to have to give or environmental impact. return and a social return. up return, and that’s just not Range of asset classes – Impact measurement – true,” says Tim Jackson, Chair of Investments can be made across Organizations receiving asset classes, including but not investment must measure KWCF’s Investment Committee. limited to loans, fixed income, and report the social or “This is not about giving up venture capital, and public or environmental performance return; this is about generating private equity. of its impact investments. market-rate return and doing social good.”
Impact Investing 14 Granting
It’s not possible to discuss COVID-19 granting highlights: granting in 2020 without • Provided $50,000 to acquire Personal considering the context of Protective Equipment (PPE) for local $5.67 frontline community workers and healthcare COVID-19. On March 13, 2020 MILLION IN GRANTS workers from the COVID-19 Community – just as the first effects of the Response Fund
pandemic were being realized • Partnered with Communitech’s “This, Too, – KWCF surveyed a sample Will Pass” campaign which raised $209,000 that was distributed to seven local charities of our charitable partners to 289 supporting vulnerable populations during get a pulse of their immediate ORGANIZATIONS the pandemic
needs and where we could SUPPORTED • Supported the 2020 Farwell4Hire Campaign step up and provide support. by managing donations that allowed over $160,000 to be directed to assist Cystic That feedback, as well as Fibrosis Canada as well as six local charities updates and input throughout providing critical COVID-19 support in Waterloo Region the year, framed our granting 718 for the balance of 2020. TOTAL GRANTS
15 Granting Granting
Working with Partners and Donors Emergency Community Support Fund to Support our Community through We are proud to have partnered with Community the Pandemic Foundations of Canada and the Government of COVID-19 Community Response Fund Canada to deliver the Government of Canada’s
KWCF joined forces with United Way Waterloo Emergency Community Support Fund (ECSF) Region Communities, Social Venture Partners in Waterloo Region. Waterloo Region, the Astley Foundation, The In our community, we collaborated on this Lyle S. Hallman Foundation, The Fairmount initiative with the Cambridge & North Dumfries Foundation and Cambridge & North Dumfries Community Foundation (CNDCF) and United $2 Community Foundation to maximize assistance Way Waterloo Region Communities (UWWRC). for urgent and emerging community needs We jointly created a committee of volunteers and OVER MILLION in response to the COVID-19 pandemic. We reviewed applications to ensure we coordinated worked together to raise and distribute funds and aligned funding to flow ECSF support to SPECIFICALLY IN to front line organizations to ensure our most those organizations who needed it most. RESPONSE TO COVID-19 vulnerable citizens and those that support Together, over two rounds of funding, KWCF, them remained supported, safe and healthy. CNDCF and UWWRC were able to distribute KWCF contributed $210,000 of the $800,000 approximately $3.18 Million through ECSF, of that was distributed to 43 charities across which $1.1 Million was directly through KWCF, Waterloo Region in response to applications to charitable organizations and qualified donees to the COVID-19 Community Response Fund. supporting vulnerable populations. To learn To learn more, visit kwcf.ca/covid19. more about the ECSF, visit kwcf.ca/covid19-ecsf.
Funded by the Government of Canada’s Emergency Community Support Fund Granting 16 Granting continued
COVID-19 Sustainability and Recovery Funds
When the pandemic hit, KWCF responded In the fall of 2020 we launched two new funds, to immediate needs, but also established the directed to areas where we saw great needs, in COVID-19 Sustainability and Recovery Fund to order to support organizations as they worked assist organizations as they worked to adapt to recover from the impacts of COVID-19. their services while being faced with higher expenses and lower revenue.
COVID-19 Arts COVID-19 BIPOC Sustainability and Recovery Fund Sustainability and Recovery Fund
Necessary social distance measures dealt a KWCF stands with Black, Indigenous and People solid blow to arts organizations, particularly of Colour, and is committed to using our resources those whose revenue was generated through to work with others to eliminate racism. ticketed events. We were extremely impressed In 2020, social justice movements gained with the creative ways local arts organizations momentum and shone a spotlight on continued to try to engage their audiences, disproportionalities that already existed in our but felt it was important to focus some region, and that were deepened by COVID-19. recovery dollars toward small and medium One of the ways KWCF responded was to launch a sized arts organizations and collectives to pilot initiative to provide funding to organizations assist with their continued adaptation. led by and supporting Indigenous, Black and Established as a one-time initiative, supported racialized people across our community. by several KWCF Fundholders, the COVID-19 Approximately $170,000 was distributed to 17 Arts Sustainability and Recovery Fund organizations in Waterloo Region through this provided $250,000 to 21 organizations in fund that received support from several KWCF Waterloo Region. To learn more, visit Fundholders and Donors, as well as $25,000 kwcf.ca/covid-arts. donated by Green Shield Canada, a national health benefits specialist, and $10,000 donated by Toyota Motor Manufacturing Canada. To learn more, visit kwcf.ca/covid-bipoc.
17 Granting Inner City Health Alliance The Inner City Health Alliance is a cross- Granting organizational team of people providing essential front line health and social supports to those “Health care providers, social living in vulnerable conditions, specifically the homeless and those at risk of homelessness, and workers, shelter workers, refugees. KWCF partnered with the Downtown outreach workers, developers, Cambridge BIA, Downtown Kitchener BIA, and public healthcare workers, Uptown Waterloo BIA to provide gift certificates as a thank you to those on the frontlines doing social advocacy community this important work. members, as well as volunteers from not for profits, regional and city governments - stepped up together in our local humanitarian, COVID-19 health response.” - Gloria Jordan, Lead for the Homeless/ Health COVID Tactical Response and Strategic Consultant with the Inner City Health Alliance
Granting 18 Granting continued Understanding the impact of
Wellbeing Waterloo Region
In 2020, KWCF continued to align our We’ve chosen to partner with WWR to actively Community Fund grants with the three collaborate to build understanding and to priority areas identified through Wellbeing leverage our community’s collective knowledge, Waterloo Region (WWR): expertise and resources to achieve the best results. This chart highlights the percentage 1. A ffordable Housing — where everyone has a place to call home of our Community Fund grants that align with each of the WWR priority areas. Visit 2. Healthy Children & Youth — where all wellbeingwaterloo.ca to learn more about children and youth have the foundation they this initiative. need to thrive and reach their potential
3. Social Inclusion — where everyone is welcome and can belong
Affordable 57.6% 8.8% Housing Social Inclusion
Healthy Children 33.6% & Youth
Note: KWCF’s impact investments are also aligned with WWR: 88% Affordable Housing, 11% Social Inclusion, and 1% Other. Refer to page 48 for more information.
19 Granting our grants Granting
United Nations Sustainable Development Goals
In 2015, the United Nations (UN) member and connect it to the broader Canadian and global If you would like to countries, including Canada, agreed to focus on 17 agenda. Beginning in 2019, we started asking learn more about the UN Sustainable Development Goals (SDGs). The charities to indicate which of the 17 SDGs their targets for the SDGs seek to end poverty, protect application aligned with when applying to our UN SDGs, visit un.org/ the planet, and ensure that all people enjoy peace Community Grants and Ontario Endowment sustainabledevelopment. and prosperity by promoting inclusive, equitable, for Youth in Recreation grants. The chart below safe, and sustainable societies. The SDGs provide highlights what percentage of those grants link an important lens to analyze KWCF’s work locally with each of the UN SDGs in 2019 and 2020.
2019 2020 1. No Poverty 25% 27% 2. Zero Hunger 12% 11% 3. Good Health and Well-being 79% 90% 4. Quality Education 42% 23% 5. Gender Equality 37% 25% 6. Clean Water and Sanitation 0% 0% 7. Affordable and Clean Energy 0% 0% 8. Decent Work and Economic Growth 12% 12% 9. Industry, Innovation and Infrastructure 5% 0% 10. Reduced Inequalities 68% 51% 11. Sustainable Cities and Communities 6% 17% 12. Responsible Consumption and Production 0% 0% 13. Climate Action 2% 1% 14. Life Below Water 0% 0% 15. Life on Land 0% 0% 16. Peace, Justice and Strong Institutions 34% 19% 17. Partnerships for the Goals 14% 3%
Note: Many of the grants were identified by the charities as impacting more than one SDG. Granting 20 Convening
Do More Good Dialogues
“COVID-19 has created an KWCF’s webinar series was initially • COVID-19 Assistance in Waterloo Region launched as part of our response to the extraordinary moment. • COVID-19 and Gendered Violence COVID-19 pandemic, as a way of helping What extraordinary things the community stay connected and • Affordable Housing can and should we be informed. Based on positive feedback from • Anti-Racism and the Need for Systems doing now to reimagine our across Waterloo Region, we continued Change the conversations, and through the use of • The Need to Decolonize Not-for-Profits community and support our panel discussions, focused on some of the community.” biggest issues our community is currently • Impact Investing facing – including Social Justice and - Brock Hart, KWCF Board Chair, speaking • Innovative Approaches to Affordable at the June 18th Do More Good Dialogue Affordable Housing – and highlighted the Housing in Waterloo Region work KWCF is doing to impact these areas. Visit kwcf.ca/dialogues to watch recordings, Approximately 800 people attended one download reference materials linked to each of the 7 webinars hosted in 2020: session, or register for upcoming 2021 Do More Good Dialogues.
21 Convening Convening
Housing Innovation Round Table “The HIRT conversations Waterloo Region is facing a housing crisis. In integrate vision, values, “People are experts 2020, KWCF aligned our strategic focus to assist and purpose with in their own lives.” with tackling this issue. One major initiative – Leilani Farha, Global Director, was through the convening of a collaborative development, policy, The Shift innovation roundtable with representatives from and finance. The “why” the public, private and philanthropic sectors in and the “how” receive an effort to catalyze impact in two areas of the Housing Continuum: affordable rental housing equal care, and the people and affordable home ownership. This group, around the table have called the Housing Innovation Round Table (HIRT), the skills and experience was created to foster and inspire innovation in affordable rental housing and affordable to address both.”
home ownership, convene thought leadership, - Sean Campbell, Founding Member and encourage, facilitate and test collaborative & Coordinator, Union Sustainable approaches to address housing inequities. HIRT Development Co-operative is focused on collaborative action and applied research and learning methods.
You can access the Housing Innovation Round Table Fall 2020 Update Report at kwcf.ca/news/hirt.
HOMELESS EMERGENCY TRANSITIONAL SOCIAL AFFORDABLE AFFORDABLE MARKET RENTAL MARKET HOME SHELTERS HOUSING HOUSING RENTAL HOME HOUSING OWNERSHIP HOUSING OWNERSHIP
Partner Story | Doing More Good, Forever, TogetherConvening with KPMG 2218 RBC Future Launch We would like to see in the Community Challenge future“ of our community more job opportunities for youth led by youth. In 2019, KWCF partnered with the RBC Future Launch Community Challenge and Community Foundations of Canada to help youth between the ages of 15 and 29 lead initiatives to make a difference What do you in their futures. As part of our shared ” learning journey, KWCF hosted three want our Vital Conversations virtually in 2020 as We would like to be able to have a way to engage with youth in Waterloo community “a reliable bus that allows us to go Region and discuss bold new ways to to other parts of the region. address challenges and opportunities in our community. These conversations were to look like held in partnership with the Coalition of Muslim Women, Social Venture Partners 10 years (SVP) Teens, Volunteer Action Centre, and the Township of Wilmot in collaboration from now? ” with the Wilmot Youth Action Council. Events with a bunch of different races and multiple cultures—a discrimination The conversations were lively and “ free environment (especially in light of insightful, discussing a range of topics – everything going on right now). employment, volunteerism, recreational opportunities and their impact on mental health, sustainability and the environment, COVID-19, technology and its impact on the community, and anti-racism and diversity – to name a few. ”
23 Convening I would like to be able to a ord Convening a“ house in which I can live in. ”
“Conversations with local youth have clearly shown that initiatives developed for youth must be driven by youth. The opportunities that youth are looking for within our community need to be meaningful – and on their terms.”
- Sarah Witmer, Community Impact Lead, Kitchener Waterloo Community Foundation
Convening 24 June 24, 2020 Vital Conversation with SVP Teens
Fundholder highlights
WHAT DO YOU CARE ABOUT? Donor Advised Fund – Fundholders direction. You can also increase your decide where to grant on a yearly basis. annual impact through flow-through Everyone is unique. We have issues or We help connect you to the causes donations that are added directly to causes we care about that have impacted you care about, but you determine the your granting allotment. our lives or the lives of friends, family members or others in our community. Kitchener Waterloo Community Foundation “The Black Community Solidarity Fund was created by the (KWCF) works with our Fundholders to understand their philanthropic goals and African Community Wellness Initiative (ACWI) to increase provide options to help them make an sustainability for Black-led youth focused and community impact now – and forever. care projects within the local African, Caribbean and Black Currently, we have a variety of different types of funds available at KWCF that can identifying (ACBi) community. As an organization with over be established with a minimum investment a decade of experience addressing barriers to community of $5,000. On the next few pages, we’ve included brief highlights of three fund wellness in Black communities in Ontario, ACWI leadership types, and we also asked a few of our has observed the under-representation of Black communities Fundholders to share why they chose to in philanthropic leadership and the resulting impact on set up a fund, and the value of working with KWCF. sustaining Black-led services and programs. With partnership from KWCF, the Black Community Solidarity Fund provides an exciting opportunity for us to promote Black community engagement in philanthropic leadership as well as contribute to the sustainability of Black-led, youth-focused community care projects in the Waterloo Region.”
– Fanis Juma, Founder & Lead Practitioner, African Community Wellness Initiative
25 Fundholder Highlights As part of its commitment to social impact, “We know COVID-19 Green Shield Canada (GSC) partners with disproportionately affected community foundations across Canada to support programs that improve access to racialized communities. As part mental and oral health care. This commitment of our Diversity, Equity and began back in 2018 with a $6 Million investment in six community foundations across Canada. Inclusion journey, we are pleased Fast forward to 2020, and GSC announced to have supported KWCF’s additional funding to six new community efforts to assist organizations foundations – including $500,000 to KWCF. In recognition of Sherry Peister, a passionate serving Indigenous, Black and community advocate in the Waterloo area other racialized people as and recently retired Chair of GSC’s Board of Directors, the fund was named the GSC Sherry they deal with the effects of Peister Community Impact Fund. the pandemic. The events of In addition to being Canada’s fourth-largest this year have heightened the health and dental provider, GSC is structured as a social enterprise, with the purpose need for support, and having of making it easier for people to live their a relationship with KWCF healthiest lives. They took the opportunity allows us to collaborate with an during 2020 to consider the impact of COVID-19 and looked to bring an elevated effective partner in identifying equity lens to their granting processes. As a local needs and priorities in result, GSC stepped up with additional funds to support KWCF’s COVID-19 Community Waterloo Region.” Response Fund and KWCF’s COVID-19 BIPOC – Mila Lucio, Executive Vice President, Sustainability and Recovery Fund. Human Resources and Social Impact at GSC
Fundholder Highlights 26 “I was moved to establish the ToastyToes “It’s important for young Waterloo Region Fund with KWCF so that people to contribute and I could continue (despite COVID-19) to provide new warm socks to people experiencing, invest in the community or at risk of, homelessness in our Region. where they live and work, After talking with charitable partners that received socks in the past, it became clear especially following COVID-19.” that the easiest way forward was to grant funds to purchase socks. In addition to meeting COVID-19 health protocols, pivoting from physical socks to a granting program “Seeking to be a force for good in my Waterloo, and it is more important than ever eliminated the logistical headache agencies community is a guiding value which I learned for me to double down on my commitment faced when managing 40,000+ pairs of socks from my parents. I remember one Christmas to being a force for good in my community. each year. The wonderful gift at the core of all when I was young instead of receiving gifts, It’s important for young people to contribute this is the building of an endowment - I hope my parents involved me in the activity of and invest in the community where they live that the ToastyToes Waterloo Region Fund buying presents and groceries for another and work, especially following COVID-19 and endowment can grow to the point where it family we were sponsoring for the holidays. the resulting challenges individuals and families becomes self-sufficient, doesn’t require annual are faced with. I chose to build this fund over the That contribution they made to one family fundraising, and is a reliable source of income course of my lifetime in partnership with KWCF is admittedly not the most impactful piece that agencies can count on year-over-year.” because of their strong track record of market of philanthropy ever seen, but it really stands outperformance and their success in identifying – Sharon Gilroy-Dreher, Founder, out to me. Someone who I respect a great levers for sustainable positive change in K-W. ToastyToes Waterloo Region deal recently said: ‘Generosity is about I make use of any chance I get to encourage giving something which we do not have in people who are looking to make a positive abundance,’ and I think that is the reason impact in the community to contact KWCF. our Christmas donation is such a meaningful For young people this investment made earlier memory to me: my parents’ generosity came in life is worth a lot more, both from an at a time when my family did not have much investment perspective and in the spirit of more than the average household. giving that which we do not have in abundance.” I am looking forward to building a family of my own where I live now, here in Kitchener- – Zak Barbary, Donor Advised Fund
27 Fundholder Highlights Legacy Funds – Established as part of an estate their fund while alive to try a few granting Named Fund in KWCF’s Community Fund – plan, granting is set up to support the charitable strategies before deciding on a permanent Money donated to these funds is added to causes that were important to the Fundholder. granting plan. our Community Fund, and provides KWCF Some legacy donors are choosing to establish with unrestricted granting dollars available to address ever-changing priorities in “Leland and Thora Vance genuinely cared about the people our community. in their community of Wingham, Ontario so much that they wanted to ensure they were supported even after their lifetime. “Although we directly support They established an endowment fund at KWCF, managed by some charities, we know we are a committee including local leaders and KWCF representatives, not fully informed of dire or to provide annual assistance in four broad categories (education, emerging community needs. healthcare, spirituality and recreation). This forward thinking We respect KWCF’s expertise approach gives the committee the flexibility to direct grants to and depth of understanding for issues of the day. The Leland and Thora Vance Fund will grant how to improve outcomes for forever, and their legacy will live on for a community made stronger the most vulnerable across our by their generosity, and for individual Wingham residents who are region and the Community personally impacted by the funded programs and initiatives.” Fund supports this work.”
– Dave Tiffin, Chair, Wingham BIA and Member of - Barbara Hill and Dave Rutherford, The Leland and Thora Vance Fund Granting Committee Community Fund
Fundholder Highlights 28 2020 Funds
Philanthropy is driven by very personal and individual Fund types include:
factors. We offer a variety of fund types to support Charitable Organization Endowment Fund – As a registered charity, our Fundholders based on their charitable interests, your fund provides a sustainable source of revenue back to your organization through annual grants. Your focus is on building the the level of involvement they want in annual granting, endowment through donations and we take care of the rest. the amount of money they want to go into the Community Fund (unrestricted) – Grants from your fund are community now and in the future, and the legacy determined by our grants committee to support the most pressing needs of our community, including future needs that often can’t be they want to leave. anticipated at the time a fund is established. Designated Fund – You choose the charities you want your fund Individuals, families, companies, other charitable to support upfront, and annual grants are made to them, forever. organizations and municipalities have established Donor Advised Fund – Operating similar to a private foundation (but without having to do any of the administrative work!), you funds with Kitchener Waterloo Community choose annually which charities you want to support and you can Foundation (KWCF). We are ready to talk to you also lean on our expertise to help with your granting decisions along the way. about a customized plan to support your unique Donor Advised Fund – Invested for Impact – Similar to a traditional philanthropic goals. Donor Advised Fund (see above), except your fund is part of a separate investment pool, which is invested 100% for social and/or environmental impact and used to make impact investments. In 2020, we established 35 new funds; Field of Interest Fund – You identify community issues you care our highest annual number yet. We are the most about, such as children & youth, affordable housing, very grateful to our new Fundholders arts & culture, or the environment, and we make grants on your for choosing KWCF to be a partner in behalf. You can also update your areas of interest as they evolve. their philanthropic journey. Student Awards Fund – You direct grants from your fund to support students directly in their educational pursuits. We can help you determine eligibility criteria to meet your desired outcomes.
3229 2020 Funds FUNDS — MARKET VALUE (AS OF DECEMBER 31, 2020)
The "50" Plus Team Fund 400,223 David Clare & Susan Ferne Bender Family Fund 119,939 Alex Schmidt Memorial Fund 56,664 David Johnston R+T Park Community Impact Fund 310,920 Alfred C. & Shirley E. Filsinger Fund 56,359 Don Hutzler & Elaine King Fund 242,850 The Alice (Braley) Judges - Walter Judges Fund 446,380 The Donald Lynes Family Fund 164,141 Alice Elizabeth Brown Fund 223,751 Dorothy Shoemaker Literary Award Fund 146,071 All In 2020 Fund 50,030 Douglas Brock Fund for Conservation & Music 110,299 Amy Hallman Snyder Award Fund 35,340 Dr. Eric (Ric) Soulis Memorial Trees for Schoolyards 6,302 Endowment Fund Ann Frank Fund 45,076 Dr. John D. Stewart Fund 1,923,871 Anonymous Fund 17,921 Dylan Galilee "Love Joy Laughter" Fund 9,948 Anonymous Fund 20,372 Edna Staebler Legacy Fund 130,602 Anselma House Endowment Fund 35,263 Elizabeth and Cam Witmer Family Fund 8,089 Art & Barb Janzen Fund 5,056 Emmerton Fund 257,739 Audrey and Gerald Moser Trust 278,854 Funds Erb & Good Family Funeral Home Community Fund 90,882 Barb and Bill Hall Charitable Fund 189,794 Eric and Muriel Misch Family Fund 554,694 The Barry and Shirley Humphrey Fund 387,369 Ernest Kendall Award Fund 34,868 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund 14,513 Esther Bingeman Gascho Fund 64,485 Big Sisters Endowment Fund 69,150 The F. P. Schneider Memorial Fund 110,886 Black Brass Fund 25,903 Farwell4Hire Fund 3,146 Black Community Solidarity Fund 12,464 Firecracker Fund (In Memory of Lynsey Frangakis) 19,245 Bowden Family Fund 2,743 Florence Louise Marsland Fund 369,359 Brenda and Peter Hallman Family Fund 836,412 France-Anne Sweeny "Making A Difference" Fund 650,471 Brian & Irene Allison Fund 69,783 Frank Johnson Memorial Fund 15,219 The Brian Fisher Family Fund 231,412
Fred and Dora Mae Blayney Fund 573,287 2020 The Brian and Pauline Fisher Fund From "A St. Jeromes Boy" Fund 269,073 The Christine Fisher Memorial Student Award Fund From "A St. Jerome's Boy" Fund (St. Jerome's High School) The Nancy Paul-Fisher Memorial Fund Mr. Dave Fund (A RAK comes back) Brush with Art Visual Arts Fund 48,268 Fung Family Fund 44,652 Bryce and Nancy Walker Family Fund 165,386 George Chatzis Legacy Fund 17,930 C. McKenzie (Mac) Lewis Memorial Classics Fund 20,102 George Cluthe Fund 263,437 Canadian Clay and Glass Endowment Fund 510,177 Georghiades McGlynn Family Fund 4,000 The Charles E. Heller Fund 147,229 Gerry & Margaret Hooper Family Fund 53,423 Child Witness Centre - Balsillie Endowment Fund 64,116 Gina and Kuldeep Chhatwal Family Trust 139,910 The Choices Fund 201,350 Good Family Fund 10,240 CJ Moore Memorial Phoenix Fund 15,016 Grand National Legacy Fund 27,859 Communitech COVID-19 Response Fund 19 Grand River Conservation Fund 43,060 Community Support Connections Fund 821,084 Greater KW Chamber of Commerce - Corporate Challenge 186,358 Cotton Mendes Family Fund 5,114 Fund
COVID-19 Community Response Fund 24,968 GSC Sherry Peister Community Impact Fund 385,321 COVID-19 Sustainability and Recovery Fund 5,248 Gummow Hospital Support Fund 130,599 Cynthia McIntyre Memorial Fund 16,000 The Hajra and Ross Wilson Fund for the Arts 221,345 Dan Snyder Fund 61,203 Harding Family Fund 5,310
The David and Eleanor Yach Family Fund 313,084 2020 Funds 3033 Harold and Gloria Chapman Family Fund 101,427 Mary and Warren Ober Fund 204,541 Hartman and Brenda Krug Family Fund 89,435 Mary Bales Fund 308,791 Heart Beats Hate Fund 21,603 The Matthew & Rochelle Family Fund 5,602 Helen and John Beynon Family Fund 65,957 McMurtry Family Fund 793,775 Hickey Family Fund 83,834 Menno S Martin Contractor Ltd Community Fund 10,995 The Hilde English Memorial Fund 52,249 Merv and Diane Redman Family Fund 133,166 Homer Watson House & Gallery Endowment Fund 43,807 Miller Thomson Community Fund 45,770 Horace and Rita Coelho and Family Unsung Heroes Fund 44,705 The Moe Norman Memorial Fund 225,863 Hospice of Waterloo Region Endowment Fund 30,272 The Motz Family Endowment 1,630,234 The Howard G. Schneider Cancer Care Fund 83,187 Murray Fried Fund 258,872 Hughraine Fund 892,322 The Musagetes Fund 10,690,062 Hussey Philanthropic Fund 3,000 Music Fund 145,225 Immigration Partnership Fund for Immigrant and Refugee 3,335 N. Grace & Jacob Jutzi Family Fund 10,486 Initiatives Nancy Borusiewich Fund 19,458 Intentions of A and M Fund 181,748 NHLPA Dan Snyder Memorial Student Award Fund 138,536 Jackie Mattson Fund 8,077 Ormston Family Fund 351,112 James E. Lipskie Memorial Fund 11,489 Ovi and Ligia Grada Family Fund 14,148 Jenkins Sauer Fund 30,714 Palliative Care Fund 329,059 The Jim and Sandy Beingessner and Family Fund 418,385 Parents for Community Living Robert Denomme Fund 116,135 The Jim and Sue Hallman Family Fund 891,995 Paul Kuntz Legacy Fund 121,213 Jim Wilken Fund 33,486 Pollock Family Fund 6,788,959 John A. McLennan Family Fund 344,160 PSR Fund 19,385 The John R. Robins Fund 127,537 R. Jack Middlemass Memorial Fund 161,225 Junior Achievement Terry Burch Memorial Fund 43,893 Retired Business & Professional Men's Club of K-W Fund 30,891 The Keith and Winifred Shantz Fund for the Arts 3,858,819 Reuben Edwin Cleghorn Fund 180,533 Ken Murray Fund 873,021 Rev. Carl & Jean Wagner and Family Fund 57,259 KidsAbility Foundation Endowment Fund 912,479 The Robert Caldwell Fund 24,142 Kitchener Conestoga Rotary Club Endowment Fund 292,249 Rosalind & Dieter Kays Family Fund 136,562 The Kitchener Rangers Hockey Club Scholarship Fund 587,704 Ruth Doelle Fund 413,217 Kitchener Sports Association Legacy Fund 150,773 The Savvas & Lenia Chamberlain Fund 299,823 Kitchener-Waterloo Counselling Services Inc. Endowment Fund 42,288 Scandrett Family Endowment Fund 50,000 Krahn Family Fund 1,000 Saralie Ann Scandrett Memorial Fund KWCF Operating Endowment Fund 187,589 Scandrett Family Community Fund Landmann Family Fund 1,051,028 Schneider Employees' Association Community Fund 673,471 The Leland and Thora Vance Fund 7,529,812 School Sisters of Notre Dame Legacy Fund 314,966 Lions Club of Kitchener Community Service Fund 34,953 Scouts Canada - North Waterloo District Endowment Fund 60,506 Lisa Schurter Memorial Fund 26,961 Sharon and Paul Good Fund 77,192 Lonsdale and Roberta Schofield Fund 702,395 The Spinnaker Fund 1,378,727 Lorne and Vera Caughill Education Fund 21,500 St. Mary's General Hospital Foundation Physician's 101,563 The Lyle S. Hallman Fund 1,737,632 Endowment Fund The Mac Voisin Scholarship Series 77,945 Steffensen Family Fund 333,618 Machelle and Tony Denison Family Fund 17,045 Strahan Chan Community Endowment Fund 14,974 Marianne and Jim Erb Family Fund 73,590 TD Canada Trust Merv Lahn Community Development Fund 731,031 TD Employees Endowment Fund 63,011 31 2020 Funds The Ted and Andrea Witzel Family Fund 49,663 Community Fund 20,131,472 ToastyToes Waterloo Region Fund 49,069 NAMED FUNDS IN THE COMMUNITY FUND The United Way Forever Fund 2,941,377 A. Edward Johnson Fund 843,101 United Way Capacity Fund Alberta & Roderick Jack Fund 27,430 United Way Families and Children Fund Amanda Knapp & Family Fund 1,000 United Way Rod Cleaver Memorial Fund Barbara Hill and David Rutherford Fund 10,000 United Way Seniors at Risk Fund BF Goodrich Foremen's Club Fund 285,226 United Way Susan Harkins Innovation Fund Bob and Georgina Wagner Fund 41,629 The Uptown Waterloo Jazz Festival Endowment Fund 51,268 Dare Family Trust 1,435,100 The Urie A. and Dorothy M. Bender Endowment Fund 93,436 Deer Ridge Golf Club Endowment Fund 5,000 Uvaro Community Fund 22,313 Eleanor Davidson Fund 50,000 Victoria Cleghorn Fund 132,679 Fred and Dora Mae Blayney Fund 132,867 The Victoria D'Agostino Children's Benefit Fund 169,257 Fryday-Field Family Trust 5,000 Victoria J. Suljak Memorial Fund 116,768 Gary F. Parker and Family Fund 79,086 Funds Wagner Livock Fund 45,250 Gordon A. MacKay Fund 20,628 The Walter A. Bean KWCF Scholarship Fund 104,882 Greg and Jane Barratt Fund 6,461 Walter and Florence Martin Endowment Fund 134,446 Howard Jasper Fund 5,570 Walter and Jean Hachborn Fund 560,270 J.T. "Sam" Hill Fund 201,110 Waterloo Region International Plowing Match 1995 and 2012 450,606 Jacqueline and Claude Macorin Family Fund 3,500 Fund James F. Robertson Fund 11,614 The Waterloo Region Record Literacy Fund 128,874 Jane Humphries Family Fund 20,000 The Waterloo Region Record - Lyle S. Hallman Foundation Kids 4,151 to Camp Fund John M. Harper Fund 5,525
Weiland Family Foundation Fund 1,300,824 Jonas Bingeman Fund 11,032 Westfall and Hill Family Fund 820,615 Keith and Bobbie Gummow Fund 100,783 Westmount Golf Club Charity Fund 786,163 Keith Shantz Memorial Fund 1,518,111 2020 Westmount Oktoberfest Charity Pro-Am Golf Tournament Kitchener Downtown BIA Fund 4,286 Fund Kitchener Mayor and Council Fund 41,637 The William Roberts Family Fund 16,075 Larry and Debra Murray Fund 32,357 The Woolwich Community Fund 367,936 The Lisa McLean Memorial Fund 22,336 The Ted & Mary Brough Fund / The RaeLipskie Partnership M. Grace Schmidt Fund 10,000 The Woolwich Fountain of Memories Award Mullan Family Fund 15,050 WPL Endowment Fund 244,002 Noreen and Robert Blake Fund 10,015 WPL Summer Reading Club Fund Pearl Weber Estate Fund 5,000 WRRC Community Fund 458 Robert Warren Learning Legacy Fund 2,500 Youth Advisory Council (YAC) Fund 52,484 Roland & Dae Harris Fund 40,200 Youth in Recreation Fund - Ontario Endowment for Children 1,246,121 and Youth in Recreation Fund Ronald and Mabel Dalton Fund 13,950 YW Endowment Fund 2,000,809 Ross Arthur Bergey Fund 15,000 YW Emergency Shelter Fund Ross Edward Hahn Fund 21,520 YW General Fund Roy Ellsworth Jefferson Estate Fund 137,886 Zamin Family Fund 4,564 Trillium Estates Limited Fund 70,000 Zonta Club of Kitchener Waterloo Fund 54,544 Van Kalsbeek Family Fund 2,744 Waterloo Manufacturing Company Fund 23,000 The William D. and Deen Smith Fund 2,700 NOTE: Fund names in colour indicate a new fund in 2020. Bold indicates an umbrella fund, italics represent its corresponding sub-fund(s). 2020 Funds 32 Accumulated donations Donors & legacy leaders
At Kitchener Waterloo Community Foundation (KWCF), we make it easy Total Donations Received (thousands)
for people to do more good 11,475.0 by supporting the causes they care about most. We are truly inspired by the generosity of our Fundholders and Donors and the thoughtfulness that exists when it comes to building a stronger community together. We are very grateful for the confidence our Fundholders and Donors have in our ability to serve our 2,922.8 2,503.2 community – now and into the future. 2,097.3 1,380.9 Donors may choose to contribute to an existing fund at KWCF or use their donations to establish their own fund. Donors can also contribute directly to support the operations of KWCF to assist our work in helping the community. 2016 2017 2018 2019 2020
We are pleased to report that total donations for 2020 exceeded Endowed Funds for Distribution Operating $11.4 Million. Thank you to all of our Fundholders and Donors!
* Legacy Leaders are Donors who have indicated their support to KWCF through bequests, RRSPs, RRIFs, charitable gift annuities, charitable remainder annuities or life insurance.
3633 Donors: Accumulated Donations & Legacy Leaders ACCUMULATED DONATIONS TO DECEMBER 31, 2020 (OVER $5,000)
$10,000,000+ Ann E. Bradley George Cluthe* Michael Barnstijn & Louise MacCallum Alice E. Brown* Cober Canada Trust Merv Lahn Community Estate of Thelma Emmerton Development Fund $5,000,000–$9,999,999 The Fairmount Foundation The Canadian Clay & Glass Gallery^ John A. & Joyce Pollock The Brian Fisher Family David Johnston Research+Tech Park Keith M. & Winifred Shantz* Estate of Murray Fried Ruth Doelle Estate of Thora Vance Friends of the Schneider Haus Economical Insurance Group Greater Kitchener Waterloo Chamber EXEL Research Inc. of Commerce $1,000,000–$4,999,999 Keith L. Gummow* Barb* and Bill Hall Anonymous Barry J. & Shirley Humphrey Estate of Charles Heller Community Foundations of Canada Don Hutzler & Elaine King James T. (Sam)* & Jane G. Hill Dare Family Trust Estate of Walter Colin Judges Estate of Roy Ellsworth Jefferson Jim & Sue Hallman KidsAbility Foundation^ Irma Karley* Lyle S. Hallman* Kitchener-Conestoga Rotary Club^ Dr. Dieter & Rosalind Kays The Lyle S. Hallman Charitable Foundation Kitchener Rangers Hockey Club Kitchener Sports Association^ Dr. John D. Stewart* Dave Kurek Karin & Paul* Kuntz United Way Waterloo Region Communities^ Florence L. Marsland* The Donald Lynes Family Estate of George Weiland Eric* & Muriel Misch Manulife Financial
YW Kitchener-Waterloo^ Donors Margaret A. Motz Carla & John A. McLennan Catherine & Paul J. Motz Mersynergy Charitable Foundation $500,000–$999,999 Notre Dame Foundation (Burlington) Inc. Beverley L. Middlemass Anonymous Ontario Endowment for Children & Youth Audrey & Gerald P. Moser* Estate of Fred Blayney in Recreation Estate of Murray H. (Moe) Norman Community Support Connections Foundation^ Gert* & Jean Steffensen Mary & Dr. Warren Ober Green Shield Canada Waterloo Region International Plowing Ian C. & Marguerite Ormston* Jean & Walter Hachborn* Match Committee Diane* & Merv Redman Brenda & Peter* Hallman Westmount Golf & Country Club Frederick* & Jane Schneider Estate of A. Edward Johnson Dorothy Shoemaker* Donald S. McMurtry $100,000–$249,999 Spaenaur Inc. Kenneth G. Murray* Anonymous Sun Life Financial Schneider Employees' Association Aqueduct Foundation - The Helmut and Margaret Oberlander Foundation Trillium Estates Limited Lonsdale* & Roberta Schofield Walter A. Bean* Bryce & Nancy Walker Vermont Community Foundation David Clare & Susan Ferne Bender Waterloo Public Library^ David J. Westfall Douglas G. Brock The Waterloo Region Record Canada Trustco Mortgage Company Hazel & Ralph* Westfall $250,000–$499,999 Lenia* & Savvas Chamberlain Hajra* & Ross Wilson Anonymous The Gina Chhatwal Trust The Winnipeg Foundation Estate of Mary N. Bales Estate of Reuben Edwin Cleghorn David & Eleanor Yach Jim & Sandy Beingessner Estate of Victoria Cleghorn BF Goodrich Foremen's Club
Donors: Accumulated Donations & Legacy Leaders 3437 $50,000–$99,999 $25,000–$49,999 Miller Thomson Foundation Anonymous Jane Arnold & Timothy Jackson Motz Family Foundation 50 Plus Team W. Donald & Irene Bean Doreen & William* Motz Brian & Irene Allison Helen & John Beynon Debra & Larry Murray Collin G. Baxter Gay & Dr. Michael Booth NALACO Corporation Dorothy M. & Urie A. Bender* J.F. Brooke Charles M. & Elaine Ormston Big Brothers Big Sisters of Waterloo Region^ Brush With Art Committee Estate of Marguerite Ormston Edward & Mary Brough David & Lina Caputo Mike Peasgood Gloria & Harold* Chapman Conestoga College Mac Voisin Scholarship Series Estate of Helen I. Pollock City of Kitchener Karen Coviello Harvey & Sandra Reid Communitech Technology Association Inc. Ed & Martha D'Agostino Estate of Ida K.I. Sanford The Dan Snyder Memorial Foundation Gisele & Peter Denomme Scouts Canada - North Waterloo District^ Eleanor M. Davidson* Deutschmann Law Professional Corporation Elizabeth & Peter Sims* Al Filsinger Equitable Life of Canada Rosemary Smith Esther E. Gascho Erb & Good Family Funeral Home Ltd. Jean & Jeffrey D. Stacey Paul & Sharon Good Jim & Marianne Erb Marie-Josee Boily Sweeny & Paul Sweeny Gerald & Margie Hooper First Echo Group Inc. Dr. David Taylor Brenda & Hartman H. L. Krug Betty* & Stewart Fisher Toyota Motor Manufacturing Canada Inc. Dr. Desta F. Leavine Jack & Margaret Forbes* Janet & Scott Uffelman Kyle Loveless Phyllis & Ralph Forbes* UpTown Waterloo Jazz Festival Inc.^ Estate of Stella Mann Ann Frank & Dr. Peter H. Nash* Karin W. E. Voisin Florence & Walter Martin Robert D. Frank Bob and Georgina Wagner* Oktoberfest Charity Pro-Am Golf Tournament Joseph & Xiaopu Fung The Walter Bean Grand River Community Trails Foundation Ormston Family Charitable Foundation Lloyd & Linda Gower* Waterloo Manufacturing Company Limited Gary & Susan Parker Ligia and Ovidiu Grada Andrea & Ted Witzel RBC Investments Grand River Conservation Foundation^ The Woolwich Community Fund Estate of John R. Robins Jenny & Mark Guibert Zehrs Markets Limited Irene Rooney Wendy Hallman Zonta Club of Kitchener Waterloo^ Ross & Doris Dixon Charitable Foundation Susan Harkins* Stephanie Scandrett Estate of Roland A. Harris $10,000–$24,999 Betty Schneider French HIP 741 King Inc. Anonymous Dr. Ninetta Scolieri & Dr. John Suljak Homer Watson House Foundation^ John* & Marjorie Acheson SHORE Centre^ Alberta & Roderick N. Jack Acxsys Corporation (Interac) St. Mary's General Hospital Foundation^ Junior Achievement of Waterloo Region^ African Community Wellness Initiative Estate of Eva Gladys Stoltz Estate of Henry Knell Judith & Robert M. Astley TD Bank Financial Group KPMG Foundation ATS Automation Tooling System Inc. Toronto Foundation Mary & Robert* Kuntz Heidi Balsillie Helen M. Wagner KW Counselling Services^ Andrew & Lillian Bass Estate of Ruth Werlich Lions Club of Kitchener Bell Canada William H. Kaufman Inc. Gordon A. Mackay* Estate of Ross Arthur Bergey Mark-Milne Inc. Dora Bingeman* Meridian Edge Consulting
35 Donors: Accumulated Donations & Legacy Leaders Jackie Hatherly-Martin &Keith Martin John M.&MaryHarper* George Hahn Estate ofRoss Edward Hahn Merle &Murray Haase H.L. Staebler Co. Ltd. Stacey Good Estate ofRaymond T. Gibney Clare &William Fuller Estate ofReginald J. Friesen Brenda &Mike Forristal Estate ofMargaret Gwen Forbes Noreen &Patrick Flynn Carolyn Ann&MichaelFitzpatrick & Youth Fashion Show Funds,Ont.End.for Children Fair Ventures Inc. Hilde* &JohnR.English Kevin &Tracy Elop Dorothy M.Elliott Deborah Eisenberg S.Levene & Gary Don Dychuck Deloitte LLP Laura* &Leo DelBel Ronald Dalton Sandra &Steven Currie Matthew Cowan &IngaRinne Cecilia Cotton andChristopher Mendes Cora Group Inc. Horace &RitaCoelho Penny Cleaver Anthony Christie Child Witness Centre^ Simon Chan&ErinStrahan Centre For International Governance Innovation Robert C.Caldwell Budd CanadaInc. Boston PizzaFoundation G. Robert &Noreen Blake* Peter Black* Christine Bird Bingemans Inc. AJ &Kerry Mueller &KarenGary Mottershead Lori &Marc Morin Janice Moore Lucille &Paul* Mitchell Richard G.Meunier* Metroland MediaGroup Ltd. Menno S.MartinContractor Ltd. Ian McLean Helen &MarkMcArdle Nora &Timothy Martin Bruce Martin John &MaryAnnMartin* Larry &Margaret Marsland Mark EamerProfessional Corporation Adam &Noreen Marchand Maple Leaf Consumer Foods Inc. Holly HarkinsManning&Richard Manning Jonathan MacNaughton David &Janice MacIntosh Brian &Shelley Lipskie C. McKenzie (Mac) Lewis III Myra Lahn* Bryce &Kelly Kraeker Kitchener Waterloo CivitanClub Kitchener Beverages Ltd. Jennifer King&Christopher McIntyre Dr. Robert M.Kilborn KidsAbility Centre for ChildDevelopment David Kerr &Sandra Walneck Ernest Kendall* Grace &Jacob Jutzi E.Jones Anna &Arthur* Cathie &Wilfred Jenkins Howard* &Patricia Jasper Christopher R.Howlett David &JudyHorman Penny &Richard Hobson James &Sandra Hill Barbara Hill&David Rutherford Highland Road United Church Heffner Lexus Toyota Vantage Wealth Management Unitron Hearing United Way ofCambridge andNorthDumfries Lorne Underwood* Thomson Reuters Bertha Thompson Elizabeth &Keith* Thomas The Toronto-Dominion Bank The Regional MunicipalityofWaterloo Swenco Limited Anna Suljak Robert L.Strouth* Bryan &JoanStewart Teresa &Tim Sothern Daintry Snyder Estate ofDonaldRoss IrvingSnider Glenn E.Smith Gordon &Lynne Short Estate ofCarol Winifred Shields Schorn Consultants Inc. Edward W. Schooley Estate ofMarthaGrace Schmidt Brian &MaryAnn* Ruby Paula Rostrup Robert W. Rombough Tim Rollins Rogers Communications Inc. James F. Robertson* Estate ofAnnabelleCatherine Ritchie Carole &PhilipRason Rae &LipskieInvestment Counsel Inc. Alan &SusanQuarry Programmed Insurance Brokers Ingrid Pregel John &RuthPratten David &JoanPetras David Paleczny &MaryReynolds J. Terence* &Margaret Osbourne Ontario Plowmen's Association Oldfield, Greaves, D'Agostino &Scriven Jacqui Murphy Kevin P. Mullan Donors: Accumulated Donations & Legacy Leaders
36 Donors Frank Voisin Mary D'Alton Dave and Allyson Kroetsch Mac Voisin Heidi & Neil Davidson Ollie & Owen Lackenbauer Karl H. Wahl* Deer Ridge Charity Golf Tournament Heather & James Lackner Waterloo Lions Club D'Arcy & Sandy Delamere George W. Lange Peter & Tracey Weiler Chris & Rick DeVrye Lear Corporation Canada Ltd. Women's Crisis Services of Waterloo Region^ Michael Doughty Stephen Lindt & Diane B. Wolfenden Nola Young David Drewe & Avvey Peters Linwood & District Lions Club Zehr Management Inc. Michael & Patricia Ennis Betty & David Luft Ziggy's Cycle & Sport Ltd. D'Arcy & Steve Farlow Michael J. Marshman Vivian Zochowski Dr. Brian G. Field and Karen Fryday-Field Marion Martin Gerald & Marg Finnen Dr. Greg & Leslie Mason $5,000–$9,999 Nyle H. Futher Gytis T. Matulus & Jean L. Hein Anonymous Dianne & Mike Galbraith Harvey Ian McIntosh Randy Adams Gateman-Milloy Inc Chris McLean Steve & Vera Aldersley Raymond T. Gibney* McNeil Consumer Healthcare Barnraising Associates Inc. Sharon Gilroy-Dreher Andrea Mickie Greg Barratt Rodney N. Goetz Miller Thomson LLP Shelley & Timothy Barrie Gowling WLG (Canada) LLP William A. Moeser* BDO Canada LLP Dorothy Greb Corinne Moffatt* Beer Store H M Advisors Inc. Carol Moogk-Soulis & Eric* Soulis Rochelle Benoit & Matthew Weber H.B. Gordon Education Foundation Donna & Stanley Nahrgang BLM Group Inc. Arthur H. Hahn* Mary Nairn BMO Employee Charitable Foundation Jac N. & Kusum Hanemaayer Netwerx Media Solutions Inc. Andrea & Andrew Bocking Paul G. Haslam Ontario Die International T. Larry Bourk Estate of Martha M. Hauck Ontario Seed Co. Limited Ed & Eleanor Brubaker* Donald & Jo-Anne Haycock Penguin Power Trudy & Dr. William Bryant Ewout Heersink Margot & Thomas Pick David* & Millie Buehlow William R. Henderson* Pollock and Williams Limited R.M. Buie William Herzog* Dr. Ronald Pond C3 Group Inc. Hi-Tech Hockey League The Probus Club of Kitchener-Conestoga Ursula & William S. Carter Hogg Fuel & Supply Quarry Integrated Communications Inc. Bruce Caughill Suzanne Hyatt Cameron Redmond Central Ontario Chinese Cultural Centre Imasco Limited Retired Business & Professional Men's Club Christie Digital Systems Canada Inc. Ivey Foundation Richardson GMP Limited Chubb Insurance Company of Canada Joseph E. Seagram & Sons Ltd. Gordon & Jean Riedlinger Coldwell Banker Peter Benninger Realty James & Lee Kay The Robert and Judith Astley Family Foundation Conestoga-Rovers & Associates Ltd. Martha Kays* Trent Robinson Manfred & Penny Conrad John & Sandy Kendall Craig Robson Cowan Benefits Consulting Marlene Kennedy Michael & Pauline Ronzio Don* & Marilyn Craig Kitchener-Waterloo Oktoberfest Frank Rovers Crawford Adjusters Canada Inc. Iain Klugman Michael Roy Crompton Co. Carl* & Jean Knell Royal Trustco
37 Donors: Accumulated Donations & Legacy Leaders Judith &Dr. Peter Wyshynski John &JulieWynen Heather Wright Words Worth BooksLimited Dr. Cam&Elizabeth Witmer Duncan &HarrietWinhold* Larry Williamson Shelley Wilken Janice &John* Weber Estate ofPearl Weber Weber SupplyCompany Catherine &DonE.*Weaver Alison &Alistair Watson Barb &Robert L.*Warren Elizabeth Walter W.C. Haves Professional Corporation Vidyard Tatyanna &Terry van Lenthe Uvaro Leslee Urquhart David &KittyUffelmann Anne Trussler Ellen Todd* The Cloverleaf Foundation Gerald &SusanTaylor Donald S.Sykes* Sweeny &Co Architects S-S Technologies Dr. DonaldSpink* Lindsay &Louise Somerville Terry &Wayne Snyder Harold F. Snyder* Ron &SusanSchwark Joan &MichaelSchurter Michael Schmidt&SuzannaWalter Edward G.Schafer Sandvine Incorporated S.G. Cunningham (Kitchener) Limited John W. Rumpel* There are several ways to give to Kitchener Waterloo Community Foundation Lois Norris&Leonard VanWonderen Dianne &Wayne Moser Janice Moore John Hesse Carl &Joyce Heck Esther E.Gascho Karen Coviello Penny Cleaver Mary Buhr Douglas G.Brock Ellen Baynton-Walker Brian &Irene Allison Anonymous (22) (KWCF). AsaDonor, you canchoosethetypeofdonation that best meetsyour ^ Indicates organization holdsaCharitableOrganization Endowment Fund. is deceased. Placement after last nameindicates bothindividualsare deceased. Donorisdeceased. Placement ofthe*after afirst nameindicates*Indicates oneindividual NOTES: charitable remainder annuitiesor life insurance. KWCF through bequests, RRSPs,RRIFs, charitable giftannuities, Legacy Leaders are Donorswhohave indicated theirsupportto LEGACY LEADERS can make to KWCF, contact DanRobert at financial needsandpersonalwishes. For more information abouttypesofgifts you [email protected] Ross Wilson David J. Westfall Michelle &Rob Way Beverley &DennisWatson &LucindaWallaceGary Karin W. E.Voisin Brenda &JohnThompson Anne &Malcolm Shantz Stephanie Scandrett Irene Rooney Alan &SusanQuarry Lori &Rob Payne Mary Louise &MilneOakes or 519-725-1806 x 205. Donors: Accumulated Donations & Legacy Leaders
38 Donors 2020 Grants
Kitchener Waterloo Community Foundation In 2020, our Community Fund grants focused on the three (KWCF) is focused on making an impact in key priorities identified through Wellbeing Waterloo Region. See page 19 to understand the impact of our grants.
our community to support our mission of 1 Affordable Housing – where everyone has a place to call home
creating caring communities where everyone 2 Healthy Children & Youth – where all children and youth have thrives. Building on our connections and the foundation they need to thrive and reach their potential knowledge of the non-profit sector, in 3 Social Inclusion – where everyone is welcome and can belong
partnership with our Fundholders and Granting History (thousands)
Donors, we provide grants throughout the 5,677.2 year. KWCF helps charitable organizations across our community make a difference by providing them with funds for programs and 3,571.1 3,434.3 initiatives, student awards, and much more. 3,285.0 3,156.6
Our granting between 2016 and 2019 was relatively stable despite volatile investment markets. In 2020, we granted $5.7 Million across our community, of which over $2 Million was to directly support COVID-19 sustainability and recovery. In this unprecedented year, we were able to increase our granting by 65% over 2019.
Note: Through the use of Stabilization Reserves for each of our funds, 2016 2017 2018 2019 2020 KWCF continues to be positioned to ensure stable endowed granting in the future. Endowed Funds for Distribution
Operating costs are funded primarily by fees levied on assets under management. The average fee that supports our operations is 1.2%.
4239 2020 Grants GRANTS AWARDED JANUARY 1, 2020–DECEMBER 31, 2020
COMMUNITY FUND ONE TIME COVID-19 AND CFC Emergency Community Support Fund - Community Foundations of Canada The Community Fund is an unrestricted fund that strives PARTNERSHIP PROGRAMS ACCKWA 25,000 to improve the overall well-being of our community THROUGH KWCF Adventure4Change 25,000 through strategic and innovative granting. COVID-19 Arts Sustainability and Alzheimer Society Waterloo Wellington 44,000 Affordable Housing Research 100,000 Recovery Fund^ Anishnabeg Outreach 45,000 Canadian Mental Health Association 7,900 Green Light Arts 4,580 Brain Injury Association of Waterloo- 35,460 Waterloo-Wellington K-W Musical Productions 17,000 Wellington Canadian National Institute for the Blind 2,910 Numus 800 Canadian Aweil Youth Association 29,600 Capacity Canada 16,000 Pat the Dog Theatre Creation 5,000 Carizon Family and Community Services 38,020 City of Cambridge 9,000 Textile Magazine 8,000 Community Justice Initiatives of Waterloo 35,000 City of Kitchener 10,000 The New Quarterly 750 Region City of Waterloo 10,000 Unwrap Theatre 9,200 Community Support Connections - Meals 18,424 Coalition of Muslim Women of KW 16,950 on Wheels and More Community Foundation of Nova Scotia 2,500 COVID-19 BIPOC Sustainability and Elmira District Community Living 25,000 Community Justice Initiatives of Waterloo 18,000 Recovery Fund^ Emmanuel United Church 5,800 Region African Family Revival Organization 10,000 Family and Children's Services of the 35,000 Community Music School of Waterloo Region 11,500 Ethiopian Association of K-W & 10,000 Waterloo Region Foundation
COVID-19 Community Response Fund*** 100,000 Surrounding Areas Global Youth Volunteer Network 21,200 Grants COVID-19 Support Personal Protective 50,000 Lion's Mane Ministry - Gospel Television 10,000 House of Friendship 75,000 Equipment (PPE) MT Space 10,000 KW Counselling Services 43,358 COVID-19 Sustainability and Recovery Fund*** 158,330 Muslim Women of Cambridge 11,000 Lutherwood 20,000 Faith and the Common Good 5,000 Neruda Arts 5,000 oneROOF Youth Services 75,500 Family and Children's Services of the 15,000 Reception House Waterloo Region 5,000 Parkwood Mennonite Home 20,000 Waterloo Region Foundation Recess Guardians and Preston Heights 6,000 Reception House Waterloo Region 26,900 Focus For Ethnic Women 15,000 Community Group Sanguen Health Centre 122,160 HopeSpring Cancer Support Centre 15,000 The Arab Women of Waterloo Region 15,000 Sexual Assault Support Centre of Waterloo 20,000 House of Friendship 18,000 THEMUSEUM 6,000 Region KidsAbility Foundation 17,000 Unwrap Theatre 5,000 SHORE Centre 25,000 KW Counselling Services 14,500 Wisahkotewinowak Urban Indigenous 15,000 Social Development Centre Waterloo 75,000 Marillac Place 11,640 Garden Collective Region Our Place 23,908 Spectrum - Waterloo Region's Rainbow 27,500 rare Charitable Research Reserve 50,000 COVID-19 Community Response Fund Community Space Ray of Hope 2,350 ACCKWA 10,000 Supportive Housing of Waterloo 75,000 Reception House Waterloo Region 18,860 Adventure4Change 350 The Healing of the Seven Generations 30,000 2020 Region of Waterloo 40,000 Anishnabeg Outreach 1,000 The Pregnancy Centre 5,500 Schneider Haus National Historic Site 5,000 Cambridge Shelter Corporation 10,000 The Working Centre 20,000 SHORE Centre 4,500 Canadian Mental Health Association 20,000 Victim Services of Waterloo Region 16,830 Strong Start 30,000 Waterloo-Wellington Waterloo Region Suicide Prevention Council 10,000 The Food Bank of Waterloo Region 14,235 Community Support Connections - Meals 12,800 Woolwich Counselling Centre 28,888 Township of Wellesley 5,000 on Wheels and More YMCA of Three Rivers - Cambridge & 19,312 Township of Wilmot 5,000 House of Friendship 10,000 Kitchener-Waterloo Township of Woolwich 5,000 Independent Living Centre of Waterloo 20,000 Waterloo Region Crime Prevention Council 15,000 Region Fund for Gender Equality - Community YMCA of Three Rivers - Cambridge & 28,000 Kitchener Downtown Community Heath 839 Foundations of Canada Kitchener-Waterloo Centre Sexual Assault Support Centre of Waterloo 17,500 oneROOF Youth Services 12,500 Region Supportive Housing of Waterloo 20,000 SHORE Centre 12,500 The Food Bank of Waterloo Region 15,000 Women's Crisis Services of Waterloo Region 20,000 The Salvation Army Community and 13,200 Family Services - Kitchener NOTE: ^ The COVID-19 Sustainability and Recovery Fund was allocated to COVID-19 Arts and BIPOC Sustainability and Recovery Funds based on application details. 2020 Grants 4043 DONOR ADVISED FUNDS Barb and Bill Hall Charitable Fund Sexual Assault Support Centre of 40,757 Canadian Cancer Society, Ontario Division 725 Waterloo Region Functioning like a private foundation, Donor Grand River Hospital Foundation 725 The Working Centre 2,000 Advised Funds allow Donors to choose Hospice of Waterloo Region 725 Women's Crisis Services of Waterloo 40,757 which charities to support each year. McMaster University 725 Region The "50" Plus Team Fund Mennonite Central Committee Ontario 725 YW Kitchener-Waterloo 3,075 KidsAbility Foundation 6,273 St. Mary's General Hospital Foundation 1,450 Make-A-Wish Foundation of Canada 2,754 The ILC Charitable Foundation 725 The David and Eleanor Yach Family Fund Nutrition for Learning 6,273 Carizon Family and Community Services 4,000 The Barry and Shirley Humphrey Fund COVID-19 Community Response Fund*** 4,000 Alex Schmidt Memorial Fund COVID-19 Sustainability and Recovery 10,000 Strong Start 4,000 Carizon Family and Community Services 1,100 Fund*** Strong Start 1,100 Grand River Hospital Foundation 7,400 David Clare & Susan Ferne Bender Family St. Mary's General Hospital Foundation 7,400 Fund Alfred C. & Shirley E. Filsinger Fund Canadian Mental Health Association 1,533 St. Mary's General Hospital Foundation 2,000 Brenda and Peter Hallman Family Fund Waterloo-Wellington Hospice of Waterloo Region 6,550 Nutrition for Learning 1,533 Ann Frank Fund House of Friendship 2,300 Women's Crisis Services of Waterloo 1,533 Hidden Acres Mennonite Camp 1,500 KWCF - Community Fund*** 13,100 Region HopeSpring Cancer Support Centre 2,297 Rockway Mennonite Collegiate 200 United Way Waterloo Region 6,550 David Johnston R+T Park Community Anonymous Fund 32,912 Communities Impact Fund Community Justice Initiatives of Waterloo 5,000 Anonymous Fund Brian & Irene Allison Fund Region KWCF - Operating Fund*** 420 Horse Rescue Ontario & Sanctuary 460 KidsAbility Foundation 300 Kitchener-Waterloo Humane Society 460 Kinbridge Community Association 5,000 Anonymous Fund National Service Dog Training Centre 460 Reception House Waterloo Region 5,000 House of Friendship 800 Ontario Society for the Prevention of 460 Cruelty to Animals Don Hutzler & Elaine King Fund Anonymous Fund Pride Stables 460 Community Support Connections - Meals 2,100 Canadian Mennonite 500 on Wheels and More City of Waterloo 2,000 The Brian and Pauline Fisher Fund Grand River Hospital Foundation 15,000 Community Support Connections - Meals on 2,000 Community Support Connections - Meals 5,000 St. Mary's General Hospital Foundation 15,000 Wheels and More on Wheels and More The Food Bank of Waterloo Region 2,000 Conrad Grebel University College 10,000 Food4Kids Waterloo Region 5,000 Women's Crisis Services of Waterloo 2,100 First Mennonite Church - Kitchener 10,000 ForUsGirls Foundation 5,587 Region House of Friendship 5,000 Lutherwood 2,836 KidsAbility Foundation 5,000 Mennonite Coalition for Refugee Support 5,000 The Donald Lynes Family Fund Kitchener-Waterloo Symphony 5,000 The Food Bank of Waterloo Region 5,000 Family and Children's Services of the 500 KW Counselling Services 10,000 Town of Innisfil 10,111 Waterloo Region Foundation K-W Seniors Day Program 5,000 United Way Waterloo Region 2,500 The Food Bank of Waterloo Region 5,000 Mennonite Central Committee Ontario 10,000 Communities Rockway Mennonite Collegiate 10,000 Waterloo Region Suicide Prevention 2,836 Dylan Galilee "Love Joy Laughter" Fund Shalom Counselling Services 6,000 Council Conestoga College Institute of Technology 500 Silver Lake Mennonite Camp 5,000 and Advanced Learning The Working Centre 5,000 Bryce and Nancy Walker Family Fund Western University 500 Willowgrove 10,000 Grand River Hospital Foundation 2,300 KWCF - Operating Fund*** 12,845 Elizabeth and Cam Witmer Family Fund Audrey and Gerald Moser Trust Rideau Waterway Land Trust 2,000 Pride Stables 200 Carmel of St. Joseph 2,000 United Way Waterloo Region 2,000 Community Support Connections - Meals on 10,500 Communities Erb & Good Family Funeral Home Wheels and More Community Fund KidsAbility Foundation 2,000 Communitech COVID-19 Response Fund Big Brothers Big Sisters of Waterloo 3,300 KW Counselling Services 2,000 ACCKWA 40,757 Region Carizon Family and Community Services 40,757 Food4Kids Waterloo Region 2,500 Eric and Muriel Misch Family Fund Nutrition for Learning 2,500 KidsAbility Foundation 5,733 Sanguen Health Centre 40,757 41 2020 Grants Lisaard & Innisfree Hospice 5,733 Harold and Gloria Chapman Family Fund The Jim and Sandy Beingessner and The Food Bank of Waterloo Region 5,733 Communitech COVID-19 Response 2,800 Family Fund Fund*** Chalice (Canada) 350 Farwell4Hire Fund Grand River Hospital Foundation 1,000 Equestrian Order of Holy Sepulchre of 1,000 Child Witness Centre 20,000 Jerusalem Lieutenancy of Eastern Cystic Fibrosis Canada 36,244 Hartman and Brenda Krug Family Fund Canada Habitat for Humanity Waterloo Region 20,000 St. Mary's General Hospital Foundation 3,400 Grand River Conservation Foundation 500 House of Friendship 20,000 Grand River Hospital Foundation 1,000 The Food Bank of Waterloo Region 2,834 Heart Beats Hate Fund Hospice of Waterloo Region 7,500 Women's Crisis Services of Waterloo Region 20,000 Big Brothers Big Sisters of Waterloo 500 House of Friendship 500 YW Kitchener-Waterloo 20,000 Region KidsAbility Foundation 500 Food4Kids Waterloo Region 500 Right to Life Association of K-W & Area 200 Firecracker Fund (In Memory of Lynsey KidsAbility Foundation 1,000 Society of St. Vincent de Paul 500 Frangakis) Nutrition for Learning 500 St. Mary's General Hospital Foundation 1,000 Ryan Saturno Patient Amenities Fund 300 Send'em Off Smiling 500 The May Court Club Of Kitchener- 500 Young Adult Cancer Canada 300 Strong Start 1,000 Waterloo The Food Bank of Waterloo Region 1,000 The Working Centre 1,000 Florence Louise Marsland Fund United Way Waterloo Region 1,000 KidsAbility Foundation 7,050 Helen and John Beynon Family Fund Communities Kitchener-Waterloo Symphony 7,050 COVID-19 Community Response Fund*** 2,200 University of St. Michael's College 450
From "A St. Jerome's Boy" (St. Jerome's High The Hilde English Memorial Fund The Jim and Sue Hallman Family Fund
School) COVID-19 Community Response Fund*** 150 Big Brothers Big Sisters of Waterloo 5,000 Grants Food4Kids Waterloo Region 3,000 The Working Centre 350 Region
Nutrition for Learning 7,000 University of Waterloo 500 Cambridge Self-Help Food Bank 3,000 Waterloo Region Catholic Schools 18,000 Wilfrid Laurier University 1,000 Carizon Family and Community Services 10,000 Foundation Drayton Theatres Inc. 1,000 Horace and Rita Coelho and Family Elmira Developmental Support 20,000 Fung Family Fund Unsung Heroes Fund Corporation COVID-19 Community Response Fund*** 850 Society of St. Vincent de Paul 1,600 Family and Children's Services of the 10,000 COVID-19 Sustainability and Recovery Fund*** 850 Waterloo Region Foundation Hughraine Fund Grand River Hospital Foundation 5,000 George Chatzis Legacy Fund Amnesty International Canadian Section 3,410 Greenway-Chaplin Community Centre 3,000 Sunbeam Community & Developmental 1,050 Canadian National Institute for the Blind 5,115 Hockey Helps the Homeless K-W 1,000 Services Canadian UNICEF Committee 3,751 House of Friendship 10,000 Canadian Warplane Heritage 341 Juvenile Diabetes Research Foundation 4,000 Gina and Kuldeep Chhatwal Family Trust Centre Wellington Food Bank 1,535 KidsAbility Foundation 30,000 COVID-19 Community Response Fund*** 5,200 Elora Pastoral Charge 341 KidSport Canada - Ontario - KW Chapter 5,000
Engineers Without Borders Canada 1,364 Kitchener-Conestoga Rotary Club 800 2020 Greater KW Chamber of Commerce - Farm Radio International 682 MennoHomes 1,000 Corporate Challenge Fund Guelph-Wellington Women in Crisis 1,023 Mennonite Central Committee Ontario 10,000 Kitchener Downtown Community Heath 2,500 Hamilton Health Sciences Foundation 1,023 Mennonite Economic Development 10,000 Centre Kitchener-Waterloo Symphony 341 Associates of Canada Mennonite Coalition for Refugee Support 2,500 KW Access-Ability 3,750 Nutrition for Learning 5,000 Nutrition for Learning 2,100 Save the Children - Canada 3,410 SHORE Centre 4,000 The Leprosy Mission Canada 3,410 Social Venture Partners Waterloo Region 2,500 GSC Sherry Peister Community Impact Fund The Ontario Educational Communications 1,023 St. Mary's General Hospital Foundation 5,000 COVID-19 BIPOC Sustainability and Recovery 25,000 Authority (TVOntario) Strong Start 10,000 Fund*** United Church of Canada 1,194 Sunrise Therapeutic Riding & Learning 2,000 COVID-19 Community Response Fund*** 10,000 World Federalist Foundation 2,387 Centre Kitchener Downtown Community Heath 78,000 The Food Bank of Waterloo Region 3,000 Centre James E. Lipskie Memorial Fund The Hallman Chapel Inc. 2,500 Sunbeam Community & Developmental 50,000 The Working Centre 500 The Working Centre 15,000 Services United Way Waterloo Region 2,500 Jenkins Sauer Fund Communities The Hajra and Ross Wilson Fund for Arts COVID-19 Community Response Fund*** 2,618 YW Kitchener-Waterloo 3,840 Numus 4,200
2020 Grants 4245 Jim Wilken Fund Sexual Assault Support Centre of 250 Nancy Borusiewich Fund Canadian Mental Health Association 750 Waterloo Region Kitchener-Waterloo Symphony 700 Waterloo-Wellington 750 SHORE Centre 250 Women's Crisis Services of Waterloo Region Silver Lake Mennonite Camp 300 Ormston Family Fund Grand River Hospital Foundation 13,400 John A. McLennan Family Fund Mary and Warren Ober Fund Amici Camping Charity 1,500 Grand River Hospital Foundation 2,000 Ovi and Ligia Grada Family Fund Grand River Hospital Foundation 2,550 Kitchener-Waterloo Symphony 1,700 Greater Europe Mission - Canada 3,000 Hospice of Waterloo Region 2,550 St. Mary's General Hospital Foundation 2,000 Ravi Zacharias International Ministries 10,000 The Birnie Hodgetts Children's Fund 1,500 The Food Bank of Waterloo Region 2,000 Canada Waterloo Wellington Down Syndrome Society 2,550 Women's Crisis Services of Waterloo Region 2,550 McMurtry Family Fund Paul Kuntz Legacy Fund Perimeter Institute for Theoretical Physics 2,000 Child Witness Centre 1,000 Ken Murray Fund rare Charitable Research Reserve 1,000 oneROOF Youth Services 600 Boys and Girls Club of Niagara 1,000 Shad Canada 5,000 Sexual Assault Support Centre of 1,000 Boys and Girls Clubs of Canada 3,000 The Working Centre 5,000 Waterloo Region COVID-19 Sustainability and Recovery Fund*** 1,420 United Way Waterloo Region 15,000 Women's Crisis Services of Waterloo 1,000 Generation Chosen 4,000 Communities Region Guelph Chamber Choir 1,500 YMCA of Three Rivers - Cambridge & 5,000 YW Kitchener-Waterloo 1,000 Homewood Research Institute 1,000 Kitchener-Waterloo Kitchener-Waterloo Symphony 6,500 Pollock Family Fund 257,700 The Working Centre 3,000 Merv and Diane Redman Family Fund Bow Valley Mountain Bike Alliance University of Waterloo 2,250 Grand River Hospital Foundation 4,900 Cambridge & North Dumfries Community Wilfrid Laurier University 8,000 Foundation The Moe Norman Memorial Fund Cambridge Memorial Hospital Foundation Landmann Family Fund House of Friendship 1,000 Cambridge Symphony Orchestra Adventure4Change 10,300 The Food Bank of Waterloo Region 1,000 Covenant Foundation Button Factory Arts 5,000 University of Waterloo 1,000 Diabetes Canada Calcutta Rescue Canada 2,000 Waterloo Regional Crime Stoppers 4,100 Eden Mills Writer's Festival Days for Girls 2,000 Grand River Conservation Foundation Focus on Nature 2,172 The Motz Family Endowment Grand River Hospital Foundation Lost & Found Theatre Inc. 3,000 Community Justice Initiatives of Waterloo 9,000 Hope for Wildlife Mainline Theatre 2,000 Region Junior Achievement of Waterloo Region oneROOF Youth Services 2,000 COVID-19 Community Response Fund*** 12,500 Kitchener-Waterloo Art Gallery Parents for Community Living 2,000 COVID-19 Sustainability and Recovery 12,500 Kitchener-Waterloo Symphony Textile Magazine 12,000 Fund*** Lisaard & Innisfree Hospice Unitarian Church of Montreal 2,000 Focus For Ethnic Women 10,000 Meaford Hospital Foundation Sanguen Health Centre 45,000 Nature Conservancy of Canada Lions Club of Kitchener Community Service The Working Centre 2,000 Nota Bene Baroque Players Fund Ontario Nature Lions of Canada Fund for LCIF 4,800 The Musagetes Fund Perimeter Institute for Theoretical Physics Art$Pay 2,000 rare Charitable Research Reserve Lonsdale and Roberta Schofield Fund CAFKA - Contemporary Art Forum 15,000 Rosedale United Church Adventure4Change 6,800 Kitchener and Area St. John's Kilmarnock School Lutherwood 10,000 Canadian Clay and Glass Gallery 10,000 St. Mary's General Hospital Foundation Nutrition for Learning 10,000 Eden Mills Writer's Festival 10,000 University of Waterloo Kitchener-Waterloo Art Gallery 25,000 Waterloo Region Museum and Historic Lorne and Vera Caughill Education Fund Kitchener-Waterloo Symphony 31,300 Site Waterloo Waterloo Education Foundation 500 Luminato Festival 30,000 Wilfrid Laurier University MT Space 15,000 Marianne and Jim Erb Family Fund Open Ears Festival of Music and Sound 10,000 The Robert Caldwell Fund House of Friendship 1,000 Pat the Dog Theatre Creation 10,000 Lisaard & Innisfree Hospice 200 Mennonite Coalition for Refugee Support 250 Perimeter Institute for Theoretical Physics 10,000 St. John Ambulance 350 Ontario Mennonite Relief Sale 250 rare Charitable Research Reserve 200,000 Protect Our Winters 500 SHORE Centre 2,000 The New Quarterly 12,000 THEMUSEUM 25,000
43 2020 Grants COVID-19 Community Response Fund*** Uvaro Community Fund Region Sexual Assault SupportCentre ofWaterloo oneROOF Youth Services House ofFriendship ToastyToes Waterloo Region Fund Nutrition for Learning The Ted andAndrea Witzel Family Fund Waterloo Region Foundation Family andChildren's Services ofthe Child Witness Centre TD Employees Endowment Fund COVID-19 Community Response Fund*** Steffensen Family Fund Collective Wisahkotewinowak UrbanIndigenousGarden MT Space Kitchener-Waterloo ChamberOrchestra LittleTheatreGalt Community MusicSchoolofWaterloo Region Workshop actOUT! Kitchener Waterloo Children's Drama The Spinnaker Fund Grace Lutheran Church Waterloo Region Foundation Family andChildren's Services ofthe Canadian Lutheran World Relief Sharon andPaul GoodFund Region Sexual Assault SupportCentre ofWaterloo oneROOF Youth Services Mennonite Central Committee Ontario The Savvas &Lenia ChamberlainFund The Food BankofWaterloo Region St. Mary'sGeneral HospitalFoundation Grand River HospitalFoundation Canadian Lutheran World Relief Canadian BibleSociety Ruth DoelleFund St. Mary'sGeneral HospitalFoundation Lutherwood Hospice ofWaterloo Region Grand River HospitalFoundation Rosalind &Dieter Kays Family Fund
20,000 5,000 5,000 2,000 2,000 500 500 7,000 850 850 850 2,620 2,620 2,620 2,620 2,620 2,620 2,250 2,250 2,250 13,000 1,000 1,000 2,633 2,633 1,500 1,500 7,667 12,800 12,800 1,150 1,150 4,400 4,400 1,000 1,500 1,500 339 339
Region Big Brothers BigSisters ofWaterloo Pro-Am GolfTournament Fund Westmount Oktoberfest Charity KWCF -Community Fund*** Fund Trillium Lutheran Church The CharlesE.HellerFund Toronto AllStar BigBand Black Brass Fund Operation Eyesight CODE Alice ElizabethBrown Fund DESIGNATED FUNDS Westmount GolfCharityFund St. Mary'sGeneral HospitalFoundation Pride Stables Grand River HospitalFoundation Westfall andHillFamily Fund Woolwich Community Services KW Counselling Services Walter andJeanHachbornFund St. Mary'sGeneral HospitalFoundation Fund Walter andFlorence MartinEndowment Lutherwood Kitchener-Waterloo Symphony Wagner Livock Fund Region Women's CrisisServices ofWaterloo The Food BankofWaterloo Region St. Anthony DanielChurch Ray ofHope Technology andAdvanced Learning Conestoga College Institute of Midwestern Region Bereaved Families ofOntario- Victoria J. SuljakMemorialFund YW Kitchener-Waterloo Crohn's andColitis Foundation ofCanada Children's HealthFoundation Benefit Fund The Victoria D'Agostino Children's causes they’d like to supportinperpetuity. Designated Fundsallow Donorsto selectthe Westmount CharityGolfTournament
5,000 2,000 2,000 600 600 600 9,500 9,500 500 500 500 500 8,500 8,500 8,500 4,250 4,250 10,900 2,870 100 5,600 5,600
4,250 4,250 16,100 1,797 1,797 1,797 19,200 19,200 1,000 600 600 5,100
University ofGuelph McMaster University Carleton University Reuben Edwin CleghornFund Junior Achievement ofWaterloo Region of K-W Fund Retired Business &Professional Men'sClub Women's CrisisServices ofWaterloo Region The Nancy Paul-Fisher MemorialFund Council Scouts Canada-Central Escarpment City ofKitchener Murray FriedFund KWCF -Community Fund*** Miller Thomson Community Fund Carmel ofSt. Joseph Intentions ofAand M Fund Grand River HospitalFoundation Fund The Howard G.SchneiderCancer Care St. Mary'sGeneral HospitalFoundation Grand River HospitalFoundation Gummow HospitalSupportFund Kitchener-Waterloo Symphony The F. P. SchneiderMemorialFund House ofFriendship Esther Fund BingemanGascho House ofFriendship Emmerton FundHouseofFriendship St. Mary'sGeneral HospitalFoundation Grand River HospitalFoundation Emmerton FundHospitalEquipment The HeartandStroke Foundation Emmerton FundHeart&Stroke Alzheimer SocietyWaterloo Wellington Emmerton FundAlzheimer KWCF -Community Fund*** Dr. JohnD. Stewart Fund Kitchener PublicLibrary Dorothy Shoemaker Literary Award Fund
6,600 6,600 4,200 4,200 32,800 32,800 3,300 3,300 3,500 3,500 3,500 2,500 2,500 7,000 2,450 2,450 2,350 2,350 1,000 1,000 1,000 100 100 5,500 5,500 1,700 1,700 3,200 3,200 1,200 1,200 1,050 2,100
2020 Grants
44 2020 Grants Rev. Carl & Jean Wagner and Family Fund University of Waterloo 33,000 Waterloo Region International Plowing Community Support Connections - Meals on 1,100 Waterloo Potters' Workshop 4,197 Match 1995 and 2012 Fund Wheels and More Community Music School of Waterloo 2,560 Lutheran Laymen's League of Canada 1,100 Lisa Schurter Memorial Fund Region Pride Stables 800 Community Support Connections - Meals 2,800 The Urie A. and Dorothy M. Bender on Wheels and More Endowment Fund The Lyle S. Hallman Fund Lisaard & Innisfree Hospice 2,200 House of Friendship 3,400 Drayton Theatres Inc 19,663 rare Charitable Research Reserve 1,800 JM Drama Alumni 10,700 Steckle Heritage Farm 5,840 Victoria Cleghorn Fund Kitchener Waterloo Little Theatre 15,306 Strong Start 2,000 Waterloo Education Foundation 2,600 K-W Musical Productions 3,000 Midtown Radio 9,188 The Waterloo Region Record - Lyle S. FIELD OF INTEREST FUNDS Spiritus Ensemble 4,975 Hallman Foundation Kids to Camp Fund Sunrise Therapeutic Riding & Learning 3,468 Adventure4Change 3,600 Field of Interest Funds help Donors target gifts Centre Belwood Lodge and Camp 1,000 to address an issue area that they feel is important Camp Oochigeas and Camp Trillium 3,000 to community life. Music Fund Corporation The Alice (Braley) Judges - Walter Judges Community Music School of Waterloo 5,500 Camp Quality Canada 1,500 Fund Region Canadian Diabetes Association 1,500 Canadian Mental Health Association 17,100 Canadian National Institute for the Blind 2,800 Waterloo-Wellington Ontario Endowment for Children and City of Kitchener 4,000 Youth in Recreation Fund Community Music School of Waterloo 1,000 Amy Hallman Snyder Award Fund Big Brothers Big Sisters of Waterloo 5,000 Region University of Waterloo 1,400 Region Crane Lake Discovery Camp 5,000 Community Music School of Waterloo 2,950 Easter Seals Ontario 2,500 Brush with Art Visual Arts Fund Region Extend-A-Family Waterloo Region 3,000 Createscape Waterloo Region 1,800 Greenway-Chaplin Community Centre 3,000 Hidden Acres Mennonite Camp 2,000 Kids Can Play Association of Cambridge 5,250 House of Friendship 4,000 Douglas Brock Fund for Conservation & KidSport Canada - Ontario - KW Chapter 5,250 Junior Achievement of Waterloo Region 1,500 Music Langs 5,000 K-W Habilitation Services 2,820 Kitchener-Waterloo Symphony 3,600 Levant 5,000 Pride Stables 3,764 Peace For All 3,500 THEMUSEUM 1,900 Fred and Dora Mae Blayney Fund Pride Stables 1,952 Wilfrid Laurier University 3,000 Carizon Family and Community Services 1,656 SHORE Centre 3,798 Wilmot Family Resource Centre 5,000 First United Church 1,656 Start2Finish 4,000 Green Light Arts 12,420 Sunrise Therapeutic Riding & Learning 2,500 The Waterloo Region Record Literacy Mennonite Central Committee Ontario 1,656 Centre Fund University of Waterloo 1,656 Adventure4Change 1,600 Wilfrid Laurier University 1,656 Palliative Care Fund Book Clubs for Inmates Inc. 1,100 Lisaard & Innisfree Hospice 12,100 Strong Start 2,200 George Cluthe Fund Lutherwood 10,100 Schneider Employees' Association Weiland Family Foundation Fund Community Fund Adventure4Change 10,000 Hickey Family Fund Adventure4Change 10,000 Bereaved Families of Ontario - Midwestern 5,000 Sunbeam Residential Development Centre 3,200 Community Care Concepts of Woolwich, 3,500 Region Wellesley & Wilmot Community Music School of Waterloo 4,000 The Keith and Winifred Shantz Fund for the Sunbeam Residential Development Centre 12,200 Region Arts Focus on Nature 4,428 Arts4all Unlimited/Artshine 20,000 School Sisters of Notre Dame Legacy House of Friendship 3,000 Bring on the Sunshine 10,000 Fund Kitchener-Waterloo Art Gallery 5,520 Button Factory Arts 16,160 Hidden Acres Mennonite Camp 12,600 KW Counselling Services 3,331 CAFKA - Contemporary Art Forum Kitchener 14,509 Marillac Place 4,200 and Area TD Canada Trust Merv Lahn Community Our Place 2,671 Canadian Clay and Glass Gallery 48,000 Development Fund Waterloo Region Crime Prevention 6,850 Kitchener-Waterloo Symphony 28,000 Canadian National Institute for the Blind 14,590 Council THEMUSEUM 10,000 The Working Centre 13,110
45 2020 Grants University ofWaterloo University ofGuelph Tostan Canada The Ontario Christian Gleaners The Church Gathering The Food BankofWaterloo Region SMILE Canada Salvation Army Community Church Redeemer University College Open DoorsCanada Muslim Association Canada McMaster University KidsAbility Foundation Heritage College &Seminary Cornerstone Community Church Wheels andMore Community SupportConnections -Mealson Carleton University Waterloo-Wellington Canadian MentalHealthAssociation Cambridge Rotary Club Fund France-Anne Sweeny "MakingaDifference" Waterloo Education Foundation Ernest Kendall Award Fund University ofWaterloo Award Fund The Christine FisherMemorialStudent Big Brothers BigSisters ofWaterloo Region Scholarship Fund Big Brothers ofKitchener -Waterloo Promise STUDENT AWARD FUNDS Kitchener-Waterloo YMCA ofThree Rivers -Cambridge& Youth Advisory Council (YAC) Fund Junior Achievement ofWaterloo Region Wellington Brain InjuryAssociation ofWaterloo- Memories Award The Woolwich Community Fund-Fountain of Bring ontheSunshine Junior Achievement ofWaterloo Region Kate's Kause Strong Start The Woolwich Community Fund established to helpstudents achieve theirdreams. award scholarshipsbasedoncriteria they’ve Student Award Fundsallow theDonorto distribute
8,000 3,000 3,000 3,000 400 400 2,000 2,000 200 200 200 200 200 200 200 200 200 200 200 3,700 3,700 1,000 1,000 1,000 1,300 1,300
4,400 4,400 1,000 1,500 1,500 300 300 200 200
600 200 200
Conestoga College Institute of The MacVoisin ScholarshipSeriesFund Wilfrid LaurierUniversity University ofPrince Edward Island St. Francis Xavier University Ryerson University Queen's University Acadia University Scholarship Fund The Kitchener RangersHockey Club Technology andAdvanced Learning Conestoga College Institute of The JohnR.Robins Fund YWCA Cambridge York University Kitchener-Waterloo YMCA ofThree Rivers -Cambridge& WWF Canada Western University Waterloo Education Foundation organization. building asustainable source offundingfor their University ofWaterloo Fund The Walter A.BeanKWCF Scholarship Wilfrid LaurierUniversity Laurentian University Grand River HospitalFoundation R. JackMiddlemass MemorialFund Technology andAdvanced Learning Fund Junior Achievement Terry Burch Memorial Fund Hospice ofWaterloo Region Endowment Endowment Fund Homer Watson House&Gallery Grand River Conservation Fund MealsonWheels andMore Community SupportConnections Fund- Endowment Fund Child Witness Centre -Balsillie Fund Canadian Clay andGlass Endowment Big Sisters Endowment Fund Anselma HouseEndowment Fund registered Charitable Organization Endowment Funds allow ENDOWMENT FUNDS CHARITABLE ORGANIZATION charitiesto create theirown endowment,
4,000 4,900 4,900 3,000 2,000 2,000 2,000 2,000 2,600 2,600 200 200 200 200 200 2,800 2,800 700 700 3,700 3,700 19,500 19,500 1,700 1,700 1,600 1,600 30,700 30,700 11,094 4,000 2,400 2,400 3,948 3,948 1,000 1,300 1,300 1,100 1,700 1,700
* Funding distributed by The Region ofWaterloo. included inthespecified fund total. specified fundheld at KWCF. The grant amountis *** Grant Disbursement transferred to support the NOTES: Total 2020 Additional Funding Sumac Community Worker Co-operative* Sanguen HealthCentre REEP Green Solutions Northern Village* MennoHomes KidsAbility Foundation SEED Guelph Community HealthCentre -The Waterloo Region Foundation Family andChildren's Services ofthe Extend-A-Family Waterloo Region Region Community Justice Initiatives ofWaterloo Community Foundations ofCanada Investment Readiness Program - You vs You Basketball Training Project UP(UnleashPotential) Recovery Fund COVID-19 BIPOCSustainability and ADDITIONAL FUNDING Total 2020 Grants Zonta ClubofKitchener Waterloo Fund YW General Fund YW Emergency Shelter Fund ClubFund Waterloo PublicLibrary SummerReading Waterloo PublicLibrary Endowment Fund Endowment Fund The Uptown Waterloo JazzFestival The United Way Forever Fund The Choices Fund Physician's Endowment Fund St. Mary'sGeneral HospitalFoundation Endowment Fund Scouts Canada-NorthWaterloo District DenommeFund Parents for Community LivingRobert KWCF Operating Endowment Fund Endowment Fund Kitchener-Waterloo Counselling Services Kitchener SportsAssociation Legacy Fund Endowment Fund Kitchener Conestoga Rotary Club KidsAbility Foundation Endowment Fund
5,677,153 80,000 34,300 34,300 3,000 34,700 109,200 109,200 15,000 15,000 233,612 1,900 1,900 12,500 12,500 17,000 31,562 31,562 15,000 25,000 41,300 11,300 11,300 96,540 96,540 16,250 16,250 14,000 11,000 11,100 7,700 6,900 6,900 2,000 3,900 3,900 4,100 6,200 6,200 2,300 2,300 1,100
2020 Grants
46 2020 Grants 2020 Financial We acknowledge the stewardship responsibility that has been entrusted to us. We take an unwavering pledge to meet our community’s expectations for ethical, trustworthy, accountable, and professional behaviour.
As of December 31, 2020, KWCF managed an investment portfolio of $120,270,925, an 11% increase over 2019. This included KWCF owned assets of $94,348,556 and an additional $25,922,369 that we manage on behalf of six charities.
KWCF Investments In 2020, KWCF’s return on pooled investment Index, and the FTSE Canada Universe Bond funds was 7.9% versus the benchmark Index.) Our Investment Committee continues return of 9.8%. (The benchmark combines to monitor the portfolio with an overall goal to performance results from the S&P/TSX maximize returns while protecting the capital Composite Index, the MSCI World (Net) of our investments over the long term.
INVESTMENT RETURNS (%)
20
15
10
5
0 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 10 YEAR AVERAGE
AVERAGE SINCE 47 2020 Financial Results INCEPTION 88% Affordable results Housing 1% 2020 Impact Other Investment Additional Financial Background Managers and Consultants to assess returns, Focus Area risks and long-term investment goals. The key to successful endowment funds is 11% investment. Our experienced Investment The Committee reviews the target investment Social Inclusion Committee maximizes KWCF’s total rate of return, portfolio mix regularly and controls allocations while protecting the capital investment. This to each asset class using the following asset- committee works closely with KWCF’s Investment mix targets: Impact Investing In 2012, KWCF’s Board of Directors approved 30% impact investments as part of KWCF’s investment Fixed Income mix. In 2020, 10% of our portfolio is allocated 10% to Direct Impact Investments and we are taking Direct Impact Investment Asset intentional steps toward a Socially Responsible Mix Targets for Investments Investment Portfolio Investing* strategy. December 2020 KWCF’s 2020 impact investments are aligned with the three focus areas of Wellbeing Waterloo 30% 30% Region, a community-wide initiative with a goal Global Equity Canadian Equity of making transformational change in community wellbeing. This includes Affordable Housing, Healthy Children & Youth, and Social Inclusion. However, we are always open to receiving applications in other areas that demonstrate strong positive and/or environmental impact.
We are pleased to report that over the
past 10 years our portfolio has averaged *Socially Responsible Investing (SRI) is an investing 8.9%, and since inception in 1984, KWCF’s strategy that aims to generate both social change and financial returns for an investor. Socially responsible investment return has averaged 9.5%. investments can include companies making a positive sustainable or social impact.
2020 Financial Results 48 2020 Financial results Kitchener Waterloo Community Foundation Condensed Financial Statements
Condensed Statement of Financial Position as of December 31, 2020, with Comparative Information for 2019 2020 2019
ASSETS Investments at market value [Note 1] $ 87,548,556 $ 84,640,427 Other 8,139,430 920,190 TOTAL ASSETS 95,687,986 85,560,617
LIABILITIES AND FUND BALANCES LIABILITIES Grants Payable and Other Liabilities 417,471 246,222 Deferred Revenue 118,119 110,691 TOTAL LIABILITIES 535,590 356,913
FUND BALANCES Operating Fund 173,497 153,665 Capital Fund 94,594,360 84,891,600 Funds for Distribution 384,539 158,439 TOTAL FUND BALANCES 95,152,396 85,203,704 TOTAL LIABILITIES AND FUND BALANCES $ 95,687,986 $ 85,560,617
Non-owned Assets [Note 2]
Condensed Statement of Operations Year Ended December 31, 2020, with Comparative Information for 2019 2020 2019
REVENUE Donations $ 11,475,012 $ 2,922,823 Investment Income (Loss) 5,735,588 11,852,051 Other (Grant Income, Sponsorships, etc.) 359,460 102,068 Administration Fees 112,030 98,119 17,682,090 14,975,061 EXPENSES Grants 5,677,153 3,434,346 Operating Expenses 2,056,245 1,794,579 7,733,398 5,228,925
Excess of Revenue over Expenses 9,948,692 9,746,136
Fund Balances, Beginning of Year 85,203,704 75,457,568
FUND BALANCES, END OF YEAR $ 95,152,396 $ 85,203,704
49 2020 Condensed Financial Statements Condensed Notes to Kitchener Waterloo Community Foundation Financial Statements
Note 1. Investments as of year end. 2020 2019
MARKET VALUE Bissett Core Equity Fund $ 10,821,208 $ 11,431,422 Connor Clark & Lunn Canadian Equity Fund A 11,501,103 11,331,477 TD Emerald Canadian: Core Plus Bond Pooled Fund 20,443,316 24,492,325 Short-Term Investment Fund 9,303,373 3,488,624 TD Emerald Global Equity Shareholder Yield Pooled Fund 13,519,564 15,249,800 Walter Scott and Partners Global Equity Fund 16,616,996 15,620,883 Rae & Lipskie Investment Management 468,145 451,586
COST Community Forward Fund 560,000 1,060,000 Local Impact Investments 4,314,851 1,514,310
TOTAL $ 87,548,556 $ 84,640,427
Note 2. Non-owned Assets KWCF 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 KWCF.
2020 2019 The amounts under administration are as follows: Market Value Market Value
Carizon $ 1,211,520 $ 1,131,750 The Catholic Community Foundation of Waterloo Region Fund 2,979,024 2,964,215 Lisaard House/Innisfree House Fund 8,910,033 8,311,808 Sunbeam Community & Developmental Services Fund 1,094,041 1,022,104 THEMUSEUM Endowment Fund 1,379,576 1,182,987 Cambridge & North Dumfries Community Foundation 10,348,175 9,431,554
TOTAL $ 25,922,369 $ 24,044,418
The audited financial statements for Kitchener Waterloo Community Foundation (Auditing firm KPMG LLP) are available on our website at www.kwcf.ca or by mail. Please call 519-725-1806 to request a copy. 2020 Condensed Financial Statements 50 Our team
Dan Robert Elizabeth Heald Director, Philanthropy President & CEO 519-725-1806 x 205 519-725-1806 x 201 Elva Zhou John Bowden Data Analyst & Financial Director, Financial Services Specialist Services 519-725-1806 x 208 519-725-1806 x 202 Lorena Andrasi Lynne Short Community Impact Associate Vice President 519-725-1806 x 212 519-725-1806 x 204 Mackenzie Ainlay Rochelle Benoit Office Impact Coordinator Marketing & Design 519-725-1806 x 207 Specialist 519-725-1806 x 209 Sarah Witmer Community Impact Lead Vinnie Recile 519-725-1806 x 206 Chief Financial Officer
left to right: Dan Robert, Elizabeth Heald, Elva Zhou, John Bowden, Lorena Andrasi, Lynne Short, 51 Our Team Mackenzie Ainlay, Rochelle Benoit, Sarah Witmer, Vinnie Recile 2020 was a challenging
Thank you to our Fundholders, and others in the year... and we wanted community who stepped up with donations to support those requiring assistance. to pause and say Thank you to the local charities, not for profits, grassroots organizations, groups and individuals who have worked tirelessly to assist people in our region.
Thank you to our volunteers, and volunteers with other organizations, who shared their time and expertise to make a difference during the pandemic.
Thank you to the investors that made impact investments to provide social and environmental benefit in our community.
Thank you to all of those on the frontlines who stepped up to provide comfort, care and service in a multitude of ways.
Thank you to everyone who put their hand up in a time of need and asked “How can I help?” thank you Thank you for the opportunity to serve Waterloo Region.
We will continue to focus on “Making It Easy for People to Do More Good” through Granting, Impact Investing and Convening.
Together, we will create caring communities where everyone thrives. A member of: 260 King Street West Unit 206, Kitchener, ON N2G 1B6 KWCF.CA 519-725-1806 | [email protected]
Registered with Canada Revenue Agency (#132170994 RR0001). Kitchener Waterloo Community Foundation issues official receipts for income tax purposes. Do More Good. Forever. Together.