HELPING YOU MAKE A LASTING DIFFERENCE.

30 YEARS OF BUILDING COMMUNITY INVESTING - - L NG EA DI D IL IN U G 2014 B annual report

C E Y L T E I B N R U A M TI M NG CO 30 ING YEARS OF BUILD a sincere thank you

for supporting a variety for assisting with our of important needs: auditing needs:

Bingemans Inc. KPMG LLP City of Kitchener City of Waterloo for supporting a variety Civilian Printing of legal needs: Cober Evolving Solutions Communitech Miller Thomson LLP Conestoga College Norton Rose Fulbright Canada Institute of Technology and Advanced Learning for assisting with our need for Conestoga Mall office and meeting space: David Johnston Research Family & Children’s Services + Technology Park of Waterloo Region Decision.io KidsAbility Centre for Deloitte Childhood Development Hacienda Sarria KW Counselling Services Hahn Rentals Zehr Levesque Inc. Igloo Software Julia Weddings Kitchener Rangers for assisting us with media support: Lyle S. Hallman Foundation 570 News Overlap Associates 91.5 The Beat Perimeter Institute CHYM FM RBJ Schlegel Holdings Inc. CKWR Region of Waterloo Country 106.7 School of Accounting and Finance, CTV News Kitchener University of Waterloo DAVE FM Simpson Print Elmira Independent Tim Hortons Exchange Magazine Tivoli Films Faith FM University of Waterloo K-Fun Uptown Waterloo BIA Kitchener Post Walper Hotel KOOL FM WalterFedy Rogers Television Waterloo-Wellington Chartered SNAP Kitchener/Waterloo Accountants Association Waterloo Region Record Wilfrid Laurier University Woolwich Observer Williams Fresh Café

and a special thank you to our 2014 sponsors!

The KWCF Annual Report is The KWCF Annual produced with the Report is printed with the generous support of generous support of Quarry Integrated Cober Evolving Solutions. Communications Inc.

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our mission The Kitchener and Waterloo Community Foundation improves the quality of life in Kitchener-Waterloo and area, now and for generations to come, by building community endowment, addressing needs through grant making and providing leadership on key community issues.

table of contents 1 A Sincere Thank You 2 Our Mission/Table of Contents 3 A Message from the CEO 4 Leadership in Action 5 KWCF Volunteers 6 Seizing an Opportunity for Our Future 9 Responding to the Needs of our Youth 10 Empowering our Future Leaders 11 Caring Donors + Opportunity = Impact 14 Waterloo Region’s Vital Signs® 15 Random Act of Kindness Day® 16 Engage!KW 19 Celebrating 30 Years of Building Community 22 Funds – Market Value 24 Accumulated Donations 27 2014 Donations 28 2014 Grants 33 2014 Financial Report 35 2014 Condensed Financial Statements 37 Our Foundation Staff 38 Financial and Grant Charts

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 a message from the ceo wow! the 30th anniversary of the kitchener We continued the dialogue on belonging at the and waterloo community foundation truly was launch of the 2014 edition of Waterloo Region’s a roaring success. it was an action-packed Vital Signs®, a Priority Report focusing on the year, but we certainly would not have had it any other way for our milestone anniversary. four key areas impacting our community. In this report, we took a deeper dive into the areas We kicked it off with our Town Hall meeting of Belonging & Leadership, Arts & Culture, in May. With a focus on belonging, a record Health & Wellness and Getting Started. We number of community members joined us at introduced a new format in 2014. The data the Tannery. Brock Hart of Overlap Associates was presented in an infographic style to make introduced “We Can Design Belonging,” a it more accessible to the community partners, report commission by The Foundation to define leaders, donors, media and volunteers who use belonging and what we need to achieve it in the report for strategic and philanthropic planning. our community. The buzz in the room was like You can learn more about the 2014 Priority nothing we have ever experienced. We were Report on page 14. delighted to hear the dialogue circulating in our community in the months that followed In the fall, we commenced the fifth year of the our Town Hall meeting. Engage!KW leadership program with a refined curriculum and recruitment process. The changes In September we were thrilled to host His have already resulted in participants engaging at Excellency, the Right Honourable David Johnston, higher levels than in the past. Alumni engagement Governor General of Canada, to celebrate our has also been a focus of the volunteer driven 30 years of building community. The dinner, Advisory Group. See page 16 to read a story supported by Bingemans, KPMG, the University about one of our Engage!KW graduates. of Waterloo, Simpson Print and RBJ Schlegel, was attended by our community’s top philanthropists, The year was capped off with the seventh ® leaders, culture makers, volunteers and celebration of Random Act of Kindness Day . charitable partners. His Excellency set the The day featured remarkable leadership by the stage for The KWCF’s new grants program Waterloo Regional Police Service, the University of by awarding 13 Caring Canadian Awards at Waterloo, Conestoga College and the City of the event. More details about this very special Waterloo. These organizations share our belief ® event can be found on page 19. that Random Act of Kindness Day creates a greater sense of belonging in our community, one kind act at a time. See page 15 to learn more about what they did to celebrate kindness. In addition to the leadership programs and special events in 2014, we granted an all-time high of $2.9 million to 189 charities. New gifts to The KWCF reached over $1.3 million, bringing our total assets under management to $82 million. The KWCF would not be able to do all of this good work without the support of our volunteers, community champions and sponsors. We cannot thank you enough for believing in the work we do, and for making our community a better place to live, work, play and raise a family.

rosemary smith ceo

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Throughout 2014, The KWCF Board worked tirelessly in a strategic capacity to review its policies, connect with its stakeholders and refine strategic directions, while balancing its fiduciary obligations.

In May, the Board hosted an event to follow through on our commitment to connect with our owners, to listen and understand their perspectives, and to align our strategies for stronger outcomes. We define our owners as citizens in the communities we serve, who have demonstrated commitment to our community by stepping up and being counted through a gift of time, talent or treasure. At our Ownership Linkage event, we learned so much about the challenges and gaps facing our community, and more specifically, what the perceived obstacles are to belonging and how we can help to bring down the barriers.

Another important outcome from the Ownership Linkage event was identifying the need to refine one of The Foundation’s strategic directions, or Ends, to increase the sense of belonging in the communities we serve. By the end of the year, our strategic work had already sparked changes across The Foundation’s programs to really make an impact in the area of belonging.

Our role is not just to monitor compliance of The Foundation’s policies, we also sit on committees that guide The Foundation’s investment performance, manage the annual financial audit, and support identifying future Board leaders. These committees report to the Board frequently and work closely with the staff to maintain optimal organizational health.

This year, the Board channeled the spirit of continuous learning and improvement. We underwent a self-evaluation process to improve our effectiveness, which included dialogue and activities targeting risk mitigation, human resources, branding and environmental scanning. In addition, Board representatives and the CEO travelled to the Council on Foundations conference to learn best practices from foundation colleagues across North America.

Your Board is active, engaged and always striving in its actions and decisions to make a positive impact on the vital issues facing our community.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 4 2014 volunteer list

board of directors grants committee engage!kw committee

David Brenneman – chair Peter Meier – chair Kourtney Beckman Debbie Currie – vice chair Barb Hill – vice chair Ben Brown Greg Barratt – past chair Penny Cleaver – past chair Julie Garner Ed D’Agostino Lillian Bass Dayna Giorgio Roger Farwell Mary Ann Fleming Kristy Goss Brock Hart Randy Gondosch Gordon Hatt Dave Jaworsky Scott Harris Ryan Huckle Mike Murray Rita Hemmerich Paula Hutchison Lori Payne Pari Karem Jessica Kropf Lynne Short Jessica Kropf Laura Lawlor Eric Strassburger Earle McCormick Bill MacTavish Susan Quarry William Meloche Erin Rudland Tamara Niesen audit committee Kristine Schumacher Jordan Schmidt Isabella Stefanescu Jim Tigwell Ed D’Agostino – chair Judith Stephens-Wells Yesenia Torres David Brenneman Jessica Stockie Matthew Trushinski Blaine Hertzberger Shawn Turner Amy Tupling Lori Payne Dan Weber Mark Walters

nominating committee investment committee leadership the nominating committee is mandated by identification Eric Strassburger – chair committee the kitchener and waterloo community David Brenneman foundation’s act of incorporation Jason Daly Debbie Currie – chair and is responsible for appointing the Dennis Huber David Brenneman foundation’s board of directors. Penny Cleaver Dave Jaworsky Mandy Dennison Claude Macorin Tim Martin Dave Jaworsky Murray Costello, chair Larry Murray Idrisa Pandit greater kitchener-waterloo Robin Stanton chamber of commerce Bryce Walker

random act Brenda Halloran, mayor of kindness day ® city of waterloo for sharing their committee time and talent: Ken Seiling, chair Nate Tedesco – chair Canadian Blood Services regional municipality of waterloo Marilena Benak Penny Cleaver Ryan Connell Machelle Denison Daniela Seskar-Hencic Alexandra Hardy Downtown Kitchener BIA united way of Yvan Lamoureux Grand Valley Construction kitchener waterloo and area Glenn Marcus Association Tiffany Scott Foodlink Waterloo Region Carl Zehr, mayor Jennifer Sharer Heart and Stroke Foundation city of kitchener JR Waddell Karen Gallant Jim Hallman youth in recreation Jason Hammond committee Jennifer King Ken Murray Shirley Redekop – chair New Story Group John Cooper Ingrid Pregel Debbie Dover Ken Seiling Allan Enriquez Peter Sweeney Cheryl Ewing Paul Sweeny Victoria McFadden Linda Terry Nadine Mueller The Working Centre Amy Tupling Erik Traplin Roly Webster

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seizing an opportunity for our future The KWCF’s founder, Walter Bean was a man of vision. He was a community-minded leader who was not afraid to think about the future and the potential of things to come. Walter Bean worked for Waterloo Trust for many years before overseeing the Henry Knell estate. It was what transpired from his involvement with the estate that would change the course of our community. The instructions for managing the Knell estate were clear: it was for the benefit of the entire community. Walter gathered a group of philanthropists to assist him in making decisions on where to gift the earnings from the estate. After several years, Walter recognized an opportunity for the estate to have a bigger, broader impact on the community. Around the same time, he heard about the successes of the London Community Foundation and the Winnipeg Foundation. He and a small group of his philanthropic advisors visited Winnipeg to learn about their model for philanthropy and were inspired. Walter wanted to ensure that people could invest in the future by creating something permanent that could continue to help the community grow, long after a person had passed. A community foundation was the perfect opportunity to make Walter’s vision of creating a permanent legacy for our community a reality. The Knell estate was legally transferred over and used to establish The KWCF, creating what we now know as the Community Fund. The organization Walter wanted to create would be thoughtful, responsive to the needs of the community, and an organization trusted by local philanthropists to handle their gifts with confidence. The Foundation was to be a considered choice, one that donors researched before partnering with us, but above all else, would be connected to our community. Since 1984, The Kitchener and Waterloo Community Foundation has grown and flourished under these guiding principles. We believe that Walter would be proud of the work we continue to do for our community now and in the future. w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 6 first office located in kitchener on king street

first town hall meeting was held in 1984 at the waterloo inn

$16,250 in grants dispersed in our first year

the kwcf shared space with the united way from 1986 to 1993

grants dispersed reached over $100,000 in 1990 the kwcf moved to waterloo in 1993 REACHED $10 MILLION IN OWNED ASSETS IN 1993 $1 million in annual grants dispersed in 2001 the engage!kw program was established in 2006 waterloo region’s vital signs® TREPOR DEBUTED IN 2007

random act of kindness day® was first celebrated in 2008

reached $50 million in owned assets in 2010 the kwcf returned to kitchener in 2011

ORGANIZATIONS WE GRANTED TO IN 1984 AND STILL GRANT TO TODAY k-w art gallery | k-w symphony | house of friendship | junior achievement | st. mary’s general hospital responding to the needs of our youth In our local high schools, students with mental health challenges are facing a harsh reality. If they don’t fit within specific guidelines of a diagnosis, they are left to fend for themselves, often resulting in chronic absenteeism, disconnecting from school and school-based activities, and eventually leading to a withdrawal from school altogether. Carizon Family and Community Services, in partnership with the Waterloo Region District School Board, received a grant from The KWCF to develop specialized programming to address the needs of these at-risk students. The program allows students to leave their home high school to receive educational support and clinical counselling for up to one school year. It used to exist in another form through the school board, but the partnership with Carizon activated a therapeutic shift in focus. Students are engaged in alternative education opportunities, and over time, re-build the trust and relationships that are often lost through their struggles with anxiety. This program creates a space for them to feel comfortable, and to engage and grow in ways that a traditional school setting might not foster. Following the program, students return to their home school with credits toward graduation and the skills needed to be open, positive and active members of their schools. These students are now becoming role models to their peers, diving headfirst into new-found passions and connecting more with their community. The KWCF recognizes that with some creativity, openness to collaboration and passion, a once stagnant program can be transformed into something that engenders belonging and makes a lasting difference in this community.

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empowering our future leaders The major issues affecting our communities, and our world, are not lost on today’s youth. They want to make a difference and take on these challenges, but they often feel ill-equipped and disconnected. Building on the “Me to We” concept, EPYC (Empowering Proactive Youth and Communities) designed a program to connect youth to community, provide them with mentoring opportunities and help them realize that their skills and ideas have value. To ensure the success of its program, the EPYC team wanted to test and evaluate the model before reaching out to the youth in our community. Funding for planning and evaluating can be difficult to secure, but the staff at The KWCF recognized a fit with two funds that resulted in a grant and validated the model EPYC wanted to use. The result is the Empowerment Workshop series, designed to focus on secondary students aged 13-17 who are socially aware, passionate and active in our community. The workshops range in topic from harnessing passion, developing leadership and fostering social innovation. But The KWCF didn’t just provide funding. EPYC was given connections, encouragement and strategic assistance with social media to promote their workshop series. Partnering with The Foundation meant they were better able to set the stage for the workshop series. And the students? Workshop participants are given the knowledge, skills and tools to drive social change. They develop the confidence to find their voice so that they can sit at an existing community table or blaze a trail of their own.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 1 0 caring donor + opportunity = impact Meet Gary. He is a fan of NASCAR driver Tony Stewart and proudly shares how he once met him in person. He holds a full-time job at a local manufacturing company. He also enjoys reading and volunteering his time to support men just like him: men who have lost everything due to their addictions and are struggling to get back on their feet. Gary spends his evenings and weekends at the House of Friendship’s dry house. This particular dry house was made possible by the support of KWCF donors who were looking to make a difference. Because of their gift, an idea turned into a reality. When a donor reaches out to The KWCF, the future always gets brighter. Donors might be very specific in their desires to support one area, one organization, one program or one person. In this case though, the donors knew they wanted to focus on supportive housing, but they were not sure about how to make an impact. After a few discussions with The KWCF staff, it was agreed that The Foundation would reach out to the community and inquire about options that would impact supportive housing. The House of Friendship was one of the organizations that stepped up. When The KWCF shared the donor’s desire for impact, the House of Friendship’s Executive Director, John Neufeld, sought out the advice of his front line staff. After all, who better to identify an area of need? The House of Friendship’s front line staff knew about an area of priority identified by the Region of Waterloo years ago—an area that went unaddressed because of a lack of funding. The men, like Gary, who returned from addiction treatment, were left to integrate back into the community with little support. They often had no connections to family or friends, no positive social network, and had trouble finding full-time employment. In many cases, this led them back to their former lifestyle. The challenge was finding a way to support them during this transition period.

gary (standing) with his mentor clarence (seated) at a dry house in kitchener.

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Around this same time, the House of Friendship was approached by Stirling Avenue Mennonite Church. The Church had some vacant property that they wanted to put to good use. The idea of a dry house was conceived, and support for men in need became a possibility. The concept of a dry house was brought forward to The KWCF for the donors’ consideration. It would be a place for at-risk men to start new without all of the pressures of integrating back into the community. They would not only pay rent and take part in a clean and active household, but they would also build lasting relationships, and support one another in an environment free from the temptations of drugs and alcohol. The donors reviewed the proposal and quickly realized that this is what they wanted to support. They allowed the House of Friendship the time and flexibility to plan appropriately, and it made all of the difference. The staff was re-energized, and they developed a creative solution to a complex issue. What does this mean for Gary? The dry house is an opportunity to get past his worries and to start thinking of others. Gary knows that he is not alone, and he has shown that, given the opportunity, a disconnected man can become whole again as a productive member of our community—a community where he feels like he belongs, and where he can use his unique abilities to make a difference.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 1 2 1 3 2 0 1 4 / a n n u a l r e p o r t waterloo region’s vital signs® In 2013, The KWCF launched the full report of Waterloo Region’s Vital Signs® which took a high-level view of the areas challenging our community. Last October, The KWCF launched the 2014 edition of Waterloo Region’s Vital Signs®, a priority report with a more in-depth focus on the areas of Belonging & Leadership, Arts & Culture, Health & Wellness and Getting Started. Because we know that every challenge an individual faces in our community is only exacerbated by issues with access to personal transportation, a special focus on Getting Around was also included. The Priority Report reveals that, although our overall sense of community belonging is on the rise, those aged 20-34 still report a sense of belonging that is significantly lower than the remainder of the community. How do we get these people to feel like they matter? Did you know that 71.6% of residents who attend cultural events report a stronger sense of belonging in our community? Did you know that simply walking around your neighbourhood can increase your sense of belonging? Although we may not realize it all of the time, small interactions with one another can make a big impact on an individual’s sense of belonging. Since the launch of the Priority Report, The KWCF has been out in our community speaking about the importance of belonging. We understand and acknowledge that community members are faced with the very real challenges of housing, poverty and food security, but how can we improve the quality of life for individuals in need if we do not address the underlying issues that led them to be marginalized in the first place? In other words, we cannot simply supply housing or food, but we must work with the individuals to help them realize their value and importance to our community. To tackle the complex issues, those of us with to learn more about waterloo region’s vital the resources and skills to make a difference signs ®, or to access the full data tables from need to feel like we can make an impact. the report, visit: www.wrvitalsigns.ca We must work together to find a solution that will help individuals step up and be the change they want to see, and The KWCF is committed to reaching out to key stakeholders to educate and foster that change.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 1 4 random act of kindness day ® For the past seven years, Random Act of Kindness Day® (RAK Day) has inspired Waterloo Region and other Canadian communities to engage citizens in small acts of kindness and generosity. This day is so special because it focuses on people. We get so busy in our day-to-day lives that sometimes we forget to think about the people around us. It is the missed opportunities for caring interaction that affect how we feel about one another, and about our community. Since the beginning, The KWCF and its dedicated volunteers have driven the local movement. Now RAK Day is about many individuals and organizations stepping up to find their own ways to impact the lives of others. This shift to community ownership of RAK Day means positive things for our community. It means we all see the value in being kind to one another and making sure that everyone feels like they belong. We are excited to have partners like the City of Waterloo, Conestoga College, the Township of Woolwich, the University of Waterloo and the Waterloo Regional Police Service, who have recognized the impact they can make inside their organizations and in the broader community. Late in the day, on November 7, a police officer from the Waterloo Regional Police Service reached out to a KWCF staff member to share his story. After participating in the RAK Day activities for the first time, he experienced something incredible. While working that day, he handed out Tim Horton’s gift cards to citizens. He was in awe of their reactions. For the first time in his long career, he truly felt that people saw him as a human being and not just a uniform. People saw him as a caring person, who wanted to take the time to make them feel special. Stories like this one are the driving force behind RAK Day and why we work so hard to spread kindness throughout our community. The KWCF is proud to partner with such dedicated organizations and volunteers, and encourages each and every person in this community to think about how they can help create a more empathetic and caring community, one random act of kindness to learn more about random act of kindness day ® at a time. or to get involved, visit www.kwcf.ca / kindness

1 5 2 0 1 4 / a n n u a l r e p o r t engage!kw The KWCF started the current Engage!KW The result of her journey was a new found program in 2010 to build volunteer and network of peers and friends. Her decision to philanthropic capacity for the future of our remain in the program resulted in connections community. The intention was to increase that she can now call on for help, guidance and the overall awareness of the social profit sector coaching, both personally and professionally. and of philanthropy, and build future community If you ask Amy, she is glad that the program leadership capacity. did not turn out as she first expected, and that When Amy Tupling first came to Waterloo she was given the opportunity to participate. Region, she had no network, except for her She wholeheartedly believes in Engage!KW co-workers. Amy works for Pathways to Education, and what it can do for our community’s emerging an organization dedicated to helping youth in leaders, and she has even returned to be a low-income communities graduate from high part of the Advisory Group to help frame the school and successfully transition into post- program going forward. secondary education. There she met Jason Shim, Because of Engage!KW, Amy can now call this an Engage!KW graduate who encouraged her Region home, a place where she and her peers to apply to the program. can work together on a common goal—to make After taking the time to settle into her new job, this community a better place to live, work, play and a new home, Amy was excited to explore and raise a family. the community and find ways to give back. She realized the options were endless. After feeling a little overwhelmed, she was reminded about the Engage!KW program, and so she applied and was accepted. Fast forward to a few months later, after attending a few of the monthly sessions, Amy realized that Engage!KW was not quite what she expected, nor was it what she was looking for. Nonetheless, she decided to persevere and see where it would take her.

- amy’s graduating engage!kw class

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 1 6 the kwcf board sets strategic direction on belonging

$82 million in managed assets

$34 million in grants since inception 115 engage!kw graduates

the kwcf celebrates its 30th anniversary - plays host to the govenor general

the kwcf establishes smart and caring grants program random act of kindness day® trends across the nation ownership linkage individuals are empowered to make a difference

community steps up to take ownership for the change they want to see

centre for community knowledge platform is a tool for philanthropy

community stories are shared the kwcf is a knowledge hub celebrating 30 years of building community On September 23, close to 350 community members joined The KWCF to welcome Their Excellencies the Right Honourable David Johnston, Governor General of Canada, and Mrs. Sharon Johnston back to Kitchener-Waterloo. The gala dinner was the feature event to celebrate The Foundation’s 30th anniversary. The timing of the event was perfect. Not only was The KWCF celebrating a special milestone, but The Foundation was about to announce our participation in a nation-wide community foundation movement called Smart & Caring Communities. Leading up to Canada’s 150th birthday, the Governor General challenged Canadians to imagine our country as it could be—a smart and caring nation where all Canadians can succeed, contribute and develop their talents to their fullest potential. The Governor General’s call to service has special meaning for community foundations because he is the patron of our network, Community Foundations of Canada. More importantly, his aspirations for our country mirror those of community foundations from coast to coast. For more than 90 years, Canada’s community foundations have dedicated themselves to building better places to live, work and play. We are ‘barnraisers’ by nature, bringing people and resources together to achieve a greater good. So when considering the contribution of community foundations to a ‘smart and caring nation’ the answer was clear: foundations can build smart and caring communities. That special night in September commemorated during the event, their excellencies took the opportunity to honour 30 years of hard work and lasting partnerships, as 13 caring canadian award winners. well as a new page in our history—our response to the Governor General’s call to action. honourees (L to R): mike farwell, mandy dennison, debora ritchie, john panabaker, kelly lovell, gezahgn wordofa, roger farwell, zigmund misiak, susan dalrymple, rosemary smith, tim jackson, jim erb and al green.

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the KWCF’s new smart & caring grants program was established to empower our smart community organizations to strengthen the sense of belonging in our community. & caring the program will be rolled out over the next two years in three streams: vital grants, contribution community grants and barnraising grants. vital grants These larger, two-year grants are designed to smart & caring ‘move the needle’ on the single most important issue facing Waterloo Region, as identified grants program in Waterloo Region’s Vital Signs®. The KWCF will commit $300,000 over two years and will challenge leaders to develop a uniquely local solution to build belonging in each of the five communities we serve: Kitchener, Waterloo, Wilmot, Woolwich and Wellesley. Community organizations, neighbourhood associations and charities from each of these geographic areas will be invited to collaborate vital grants and submit applications. community grants These grants are an adaptation of what was known as the Community Fund. Community Grants are for projects that demonstrate impact community grants in a single priority area as outlined in Waterloo Region’s Vital Signs®. For 2015, the focus is on Belonging. barnraising grants barnraising grants Rooted in our Mennonite heritage and inspired by the Governor General, these grants will invest in more entrepreneurial, capacity-building projects, and will be split into two streams: “Learning” Grants More information on The KWCF’s updated grant Acknowledging our local high-tech, start-up programs can be found online at: www.kwcf.ca culture, these grants are exploratory and will drive charitable innovation within our community. Learning grants are designed to fund transfor- mational projects, encouraging innovative and potentially revolutionary ideas. “Change” Grants The Foundation first learned about the “creative destruction” cycle through its work with the Waterloo Region Resiliency Initiative. There comes a time in the lifespan of every organization when the board of directors and staff must realign their mission and mandate with the shifting needs of the community. Change grants will assist existing organizations in their efforts to remain relevant and effective.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 0 2 1 2 0 1 4 / a n n u a l r e p o r t funds market value, as of december 2014

The “50” Plus Team Fund 372,792 From A St. Jerome’s Boy Fund 500 Alex Schmidt Memorial Fund 55,546 George Cluthe Fund 243,683 The Alice (Braley) Judges – Walter Judges Fund 415,657 Grand River Conservation Fund 38,906 Amy Hallman Snyder Award Fund 32,432 Greater KW Chamber of Commerce – Corporate Challenge Fund 169,948 Ann Frank Fund 38,866 Harold and Gloria Chapman Family Fund 80,549 Anonymous Fund 1,498 Hartman and Brenda Krug Family Fund 84,967 Anonymous Fund 50,052 Helen and John Beynon Family Fund 25,193 The Anonymous Fund 28,000 The Hilde English Memorial Fund 49,059 Anselma House Endowment Fund 31,891 Homer Watson House & Gallery Endowment Fund 40,075 Art Investment Fund 1,966 Horace and Rita Coelho and Family Unsung Hero’s Fund 31,641 Audrey and Gerald Moser Trust 258,448 Hospice of Waterloo Region Endowment Fund 14,902 The Barry and Shirley Humphrey Fund 357,997 The Howard G. Schneider Cancer Care Fund 76,620 Big Brothers of Kitchener-Waterloo Promise 13,432 Hughraine Fund 891,838 Scholarship Fund Intentions of A and M Fund 168,038 Big Sisters Endowment Fund 62,242 James E. Lipskie Memorial Fund 11,502 Brenda and Peter Hallman Family Fund 775,299 Jenkins Sauer Fund 26,453 The Brian Fisher Family Fund 226,019 The Jim and Sandy Beingessner and Family Fund 387,997 The Brian Fisher Fund The Jim and Sue Hallman Family Fund 793,502 The Christine Fisher Memorial Student Award Fund John A. McLennan Family Fund 318,408 The Nancy Paul-Fisher Memorial Fund The John A. Pollock Family Fund 6,089,834 Brush with Art Visual Arts Fund 45,137 The John R. Robins Fund 119,596 Bryce and Nancy Walker Family Fund 132,384 Junior Achievement Terry Burch Memorial Fund 39,975 Canadian Clay and Glass Endowment Fund 473,099 The Keith and Winifred Shantz Fund for the Arts 3,375,701 The Charles E. Heller Fund 136,357 Ken Murray Fund 731,284 Child Witness Centre – Balsillie Endowment Fund 57,784 KidsAbility Foundation Endowment Fund 825,992 The Choices Fund 185,699 The Kitchener-Conestoga Rotary Dream Home Fund 277,151 The David and Eleanor Yach Family Fund 290,691 The Kitchener Rangers Hockey Club Scholarship Fund 537,805 David Clare & Susan Ferne Bender Family Fund 112,276 Kitchener Sports Association Legacy Fund 185,458 Dorothy Shoemaker Literary Award Fund 131,078 The KWCF Operating Endowment Fund 149,597 Douglas Brock Fund for Conservation & Music 11,984 Landmann Family Fund 1,010,613 Dr. John D. Stewart Fund 137,854 Lions Club of Kitchener Community Service Fund 35,667 Emmerton Fund 238,387 Lisa Schurter Memorial Fund 10,052 Erb & Good Family Funeral Home Community Fund 77,206 Lonsdale and Roberta Schofield Fund 647,994 Eric and Muriel Misch Family Fund 185,546 The Lyle S. Hallman Fund 1,589,273 Ernest Kendall Award Fund 30,148 The Mac Voisin Scholarship Series 72,262 Esther Bingeman Gascho Fund 61,732 Marianne and Jim Erb Family Fund 68,696 The F. P. Schneider Memorial Fund 103,813 McMurtry Family Fund 741,130 Florence Louise Marsland Fund 343,591 The Moe Norman Memorial Fund 171,790 France-Anne Sweeny “Making A Difference” Fund 363,031 The Motz Family Endowment 1,489,827

note Fund names in colour indicate a new fund in 2014. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 2 funds market value continued

Murray Fried Fund 240,069 THE COMMUNITY FUND 18,536,245 The Musagetes Fund 9,559,310 Community Fund Stabilization Fund Music Fund 134,160 Community Fund Strategic Granting Fund Nancy Borusiewich Fund 18,092 NHLPA Dan Snyder Memorial Student Award Fund 123,309 Ormston Family Fund 324,070 Palliative Care Fund 277,496 named funds in the community fund Parents for Community Living Robert Denomme Fund 85,213 Dare Family Trust Paul Kuntz Legacy 119,691 1,435,100 Keith Shantz Memorial Fund R. Jack Middlemass Memorial Scholarship Fund 107,780 1,400,000 A. Edward Johnson Retired Business & Professional Men’s Club of K-W Fund 27,081 843,101 BF Goodrich Foremen’s Club The Robert Caldwell Fund 14,254 285,226 J. T. “Sam” Hill Fund Rosalind & Dieter Kays Family Fund 79,019 175,578 Roy Ellsworth Jefferson Estate Fund The Ryther Fund 77,832 137,886 Trillium Estates Limited Fund The Savvas & Lenia Chamberlain Fund 277,465 70,000 Gary F. Parker and Family Fund School Sisters of Notre Dame Legacy Fund 341,899 45,611 Brian & Irene Allison Fund Scouts Canada - North Waterloo District Endowment Fund 54,615 42,464 Roland & Dae Harris Fund Sharon and Paul Good Fund 72,016 40,200 Kitchener Mayor and Council Fund The Spinnaker Fund 1,272,951 30,447 Ross Edward Hahn Fund St. Mary’s General Hospital Foundation 91,649 21,520 Gordon A. MacKay Fund Physician’s Endowment Fund 20,628 Ross Arthur Bergey Steffensen Family Fund 316,943 15,000 Ronald and Mabel Dalton The TD Bank Financial Group Employees Endowment Fund 50,209 13,950 Lisa McLean Memorial Fund TD Canada Trust Merv Lahn Community Development Fund 656,307 11,764 Jonas Bingeman Fund The Ted and Andrea Witzel Family Fund 45,883 11,032 M. Grace Schmidt Fund The United Way Forever Fund 2,276,004 10,000 Howard Jasper Fund United Way Families and Children Fund 5,568 John M. Harper Fund United Way Capacity Fund 5,525 Deer Ridge Golf Club Endowment Fund United Way Rod Cleaver Memorial Fund 5,000 Pearl Weber Estate United Way Seniors at Risk Fund 5,000 Kitchener Downtown BIA United Way Susan Harkins Innovation Fund 4,156 Bob and Georgina Wagner University of Waterloo Research and Technology 171,467 3,145 Keith and Bobbie Gummow Fund Park Activities Committee Fund 2,950 The William D. and Deen Smith Fund The Uptown Waterloo Jazz Festival Endowment Fund 46,177 2,700 Robert Warren Learning Legacy The Urie A. and Dorothy M. Bender Endowment Fund 81,703 2,497 James F. Robertson Fund The Victoria D’Agostino Children’s Benefit Fund 152,987 100 Victoria J. Suljak Memorial Fund 58,291 Wagner Livock Fund 34,607 The Walter A. Bean KWCF Scholarship Fund 96,700 Walter and Florence Martin Endowment Fund 124,300 Waterloo Region International Plowing Match 416,187 1995 and 2012 Fund The Waterloo Region Record Literacy Fund 118,780 The Waterloo Region Record 1,856 Lyle S. Hallman Foundation Kids to Camp Fund Westfall and Hill Family Fund 346,831 Westmount Golf Club Charity Fund 726,876 Westmount Golf Club Charity Fund Oktoberfest Charity Pro-Am Golf Tournament Fund Westmount Golf Tournament Charity Fund The William Roberts Family Fund 14,679 The Woolwich Community Fund 276,937 The Woolwich Community Fund- Fountain of Memories Award WPL Endowment Fund 219,963 WPL Summer Reading Club Fund Youth Advisory Council (YAC) Fund 48,914 Youth in Recreation Fund – Ontario Endowment 1,114,236 for Children and Youth in Recreation Fund YWCA Endowment Fund 1,765,794 YWCA Mary’s Place Fund Zonta Club of Kitchener Waterloo Fund 28,966

2 3 2 0 1 4 / a n n u a l r e p o r t donor-accumulated donations to december 31, 2013 over $5,000 donations over $10,000,000

Michael Barnstijn & Louise MacCallum donors are the lifeblood of philanthropy in our community. at the kitchener and waterloo community donations over $5,000,000 foundation we make it easy for people to build a legacy of giving and support the causes they John A. & Joyce Pollock care about most. donations over $1,000,000 the kwcf is very grateful for the confidence our donors have in our ability to serve our community Anonymous — now and in the future. Dare Family Trust Jim & Sue Hallman Lyle S. Hallman* Estate of Keith M. Shantz donations of $100,000 - $249,999 donations of $50,000 - $99,999 United Way of Kitchener Waterloo & Area YWCA Kitchener Waterloo Anonymous Anonymous David Clare & Susan Ferne Bender “50” Plus Team donations of $500,000 - $999,999 Alice E. Brown Collin G. Baxter Anonymous Canada Trustco Mortgage Company Walter A. Bean* Brenda & Peter* Hallman George Cluthe* Urie A. & Dorothy M.* Bender Estate of A. Edward Johnson Cober Evolving Solutions Big Brothers Big Sisters of Waterloo Region The Lyle S. Hallman Charitable Foundation Community Foundations of Canada Harold* & Gloria Chapman Donald S. McMurtry Estate of Thelma Emmerton Esther E. Gascho Kenneth G. Murray The Brian Fisher Family Paul & Sharon Good Lonsdale* & Roberta Schofield Estate of Murray Fried Keith L. Gummow* Estate of Winifred Shantz Greater Kitchener-Waterloo Dr. Dieter & Rosalind Kays Vermont Community Foundation Chamber of Commerce Hartman H. L. & Brenda Krug Estate of Charles Heller Dr. Desta F. Leavine donations of $250,000 - $499,999 James T. (Sam)* & Jane G. Hill Estate of Stella Mann Anonymous Estate of Roy Ellsworth Jefferson Manulife Financial Jim & Sandy Beingessner Irma Karley* Walter & Florence Martin BF Goodrich Foremen’s Club Kitchener Sports Association Beverley L. Middlemass Ann E. Bradley Karin & Paul* Kuntz Oktoberfest Charity Pro-Am Alex & Trish Brown John A. & Carla McLennan Golf Tournament Canada Trust Merv Lahn Community Mersynergy Charitable Foundation Charles M. & Elaine Ormston Development Fund Eric* & Muriel Misch Planned Parenthood Waterloo Region Canadian Clay & Glass Gallery Gerald P. & Audrey* Moser RBC Private Banking Savvas & Lenia* Chamberlain Estate of Murray H. (Moe) Norman Estate of John R. Robins Economical Insurance Group Ian C. & Marguerite Ormston* Irene Rooney Barry & Shirley Humphrey Frederick* & Jane Schneider Ross & Doris Dixon Charitable Foundation Estate of Walter Colin Judges Keith M. & Winifred Shantz* Betty Schneider French KidsAbility Centre for Childhood Dorothy Shoemaker* St. Mary’s General Hospital Foundation Development Foundation Spaenaur Inc. Estate of Eva Gladys Stoltz Kitchener-Conestoga Rotary Club Dr. John D. Stewart Dr. John Suljak & Dr. Ninetta Scolieri Kitchener Rangers Hockey Club Sun Life Financial TD Bank Financial Group Florence L. Marsland* Trillium Estates Limited Toronto Foundation Margaret A. Motz University of Waterloo - Research + Tech Estate of Ruth Werlich Paul J. & Catherine Motz Park Activities Committee Ralph* & Hazel Westfall Notre Dame Foundation (Burlington) Inc. Bryce & Nancy Walker William H. Kaufman Inc. Ontario Endowment for Children & Youth Waterloo Public Library in Recreation The Waterloo Region Record Gert & Jean Steffensen David & Eleanor Yach Waterloo Region International Plowing Match Committee

David J. Westfall *deceased Westmount Golf & Country Club there are several ways to give to the kitchener and waterloo community foundation. as a donor, you can choose the type of donation that best meets your financial needs and personal wishes. for more information about the types of gifts you can make to the foundation, please call (519) 725-1806 or visit our website at www.kwcf.ca.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 4 donations of $25,000 - $49,999 Robert C. Caldwell Kevin P. Mullan Centre For International Governance Jacqui Murphy Anonymous Innovation Dr. Warren & Mary Ober Brian & Irene Allison Child Witness Centre Of Waterloo Region Oldfield, Greaves, D’Agostino W. Donald & Irene Bean Anthony Christie Ontario Plowmen’s Association Dr. Michael & Gay Booth Penny Cleaver J. Terence* & Margaret Osbourne Douglas G. Brock Cora Group Inc. David Paleczny & Mary Reynolds J. F. Brooke Matthew Cowan & Inga Rinne David & Joan Petras Edward & Mary Brough Steven & Sandra Currie John & Ruth Pratten Brush With Art Committee Ronald Dalton Ingrid Pregel David & Lina Caputo Leo & Laura Del Bel Programmed Insurance Brokers City of Kitchener Deloitte LLP Alan & Susan Quarry Conestoga College Mac Voisin Dorothy M. Elliott Philip & Carole Rason Scholarship Series Kevin & Teresa Elop James F. Robertson Ed & Martha D’Agostino John R. & Hilde* English Robert W. Rombough Peter & Gisele Denommé Equitable Life of Canada Brian & Mary Ann Ruby Jim & Marianne Erb Fashion Show Funds, Ontario Endowment Estate of Martha Grace Schmidt Erb & Good Family Funeral Home Ltd. for Children & Youth Edward W. Schooley First Echo Group Inc. Michael & Carolyn Ann Fitzpatrick Schorn Consultants Inc. Jack & Margaret Forbes* Patrick & Noreen Flynn Karen Scian Ralph & Phyllis Forbes* Estate of Margaret Gwen Forbes Estate of Carol Winifred Shields Robert D. Frank Mike & Brenda Forristal Glenn E. Smith Linda & Lloyd* Gower Estate of Reginald J. Friesen Rosemary W. Smith Grand River Conservation Foundation William & Clare Fuller Daintry Snyder Wendy Hallman Estate of Raymond T. Gibney Tim & Teresa Sothern Susan Harkins* Mark & Jenny Guibert Bryan & Joan Stewart Estate of Roland A. Harris H. L. Staebler Co. Ltd. Robert L. Strouth* Homer Watson House Foundation Murray & Merle Haase Swenco Limited Junior Achievement of George Hahn The Regional Municipality of Waterloo Waterloo Region Inc. Estate of Ross Edward Hahn Elizabeth & Keith* Thomas Estate of Henry Knell John M.* & Mary Harper Bertha Thompson KPMG Foundation Highland Road United Church Scott Uffelman Lions Club of Kitchener James & Sandra Hill Lorne Underwood* Gordon A. Mackay* Richard & Penny Hobson United Way of Cambridge Mark-Milne Inc. Gerald & Margie Hooper and North Dumfries William & Doreen Motz David & Judy Horman Vantage Wealth Management Dr. Peter H. Nash* & Ann Frank Christopher R. Howlett Frank Voisin Ormston Family Charitable Foundation Roderick N. & Alberta Jack Mac Voisin Estate of Marguerite Ormston Timothy J. Jackson & Jane Arnold Karl H. Wahl* Gary & Susan Parker Howard* & Patricia Jasper Waterloo Lions Club Estate of Helen I. Pollock Wilfred & Cathie Jenkins Waterloo Manufacturing Company Limited Harvey & Sandra Reid Arthur E. & Anna Jones Peter & Tracey Weiler Estate of Ida K. I. Sanford Ernest Kendall* Women’s Crisis Services Scouts Canada – North Waterloo District David M. Kerr & Sandra Walneck of Waterloo Region Peter & Elizabeth Sims KidsAbility Centre for Child Development Nola Young Jeffrey D. & Jean Stacey Dr. Robert M. Kilborn Zehr Management Inc. Paul Sweeny & Marie-Josée Boily Sweeny Jennifer King & Christopher McIntyre Ziggy’s Cycle & Sport Ltd. Dr. David Taylor Kitchener Beverages Ltd. Vivian Zochowski Uptown Waterloo Jazz Festival Inc. Kitchener Waterloo Civitan Club Karin W. E. Voisin Bryce & Kelly Kraeker donations of $5,000 - $9,999 The Walter Bean Grand River Mary & Robert* Kuntz Community Trails Foundation Myra Lahn* Anonymous The Winnipeg Foundation Gary S. Levene & Deborah Eisenberg Randy Adams Ted & Andrea Witzel Brian & Shelley Lipskie Steve & Vera Aldersley The Woolwich Community Fund David & Janice MacIntosh Greg Barratt Zehrs Markets Limited Jonathan MacNaughton BDO Dunwoody LLP Zonta Club of Kitchener Waterloo Richard Manning & Holly Harkins Manning G. Robert & Noreen* Blake Maple Leaf Consumer Foods Inc. The BLM Group Inc. donations $10,000 - $24,999 Adam & Noreen Marchand BMO Employee Charitable Foundation Mark Eamer Professional Corporation Andrew & Andrea Bocking Anonymous Larry & Margaret Marsland T. Larry Bourk John* & Marjorie Acheson Bruce Martin Ed* & Eleanor Brubaker Robert M. & Judith Astley John & Mary Ann* Martin Dr. William & Trudy Bryant ATS Automation Tooling System Inc. Keith Martin & Jackie Hatherly-Martin David & Millie Buehlow Jim & Heidi Balsillie Timothy & Nora Martin R. M. Buie Bell Canada Mark & Helen McArdle William S. & Ursula Carter Estate of Ross Arthur Bergey Ian McLean Christie Digital Systems Canada Inc. John & Helen Beynon Meridian Edge Consulting Chubb Insurance Company of Canada Dora Bingeman Richard G. Meunier* Cloverleaf Foundation Bingemans Inc. Paul* & Lucille Mitchell Horace & Rita Coelho Boston Pizza Foundation Marc & Lori Morin Coldwell Banker Peter Benninger Realty Budd Canada Inc. Gary & Karen Mottershead Conestoga-Rovers & Associates Ltd.

2 5 2 0 1 4 / a n n u a l r e p o r t Manfred & Penny Conrad Harold F. Snyder* Cowan Benefits Consulting Wayne & Terry Snyder Don* & Marilyn Craig Lindsay & Louise Somerville Crawford Adjusters Canada Inc. Dr. Donald Spink Crompton Co. Donald S. Sykes* Mary D’Alton Gerald & Susan Taylor Eleanor M. Davidson The Robert and Judith Astley Neil & Heidi Davidson Family Foundation Deer Ridge Charity Golf Tournament Ellen Todd Steve & D’Arcy Farlow Anne Trussler Gerald & Marg Finnen David & Kitty Uffelmann Nyle H. Futher Terry & Tatyanna van Lenthe Mike & Dianne Galbraith Elizabeth Walter Raymond T. Gibney* Barb & Robert L.* Warren Rodney N. Goetz Alistair & Alison Watson Gowling Lafleur & Henderson LLP Don E.* & Catherine Weaver Dorothy Greb Janice & John* Weber H M Advisors Inc. Estate of Pearl Weber H. B. Gordon Education Foundation Weber Supply Company Arthur H. Hahn* Larry Williamson Jac N. & Kusum Hanemaayer Duncan & Harriet Winhold Paul G. Haslam Words Worth Books Limited Estate of Martha M. Hauck John & Julie Wynen Donald & Jo-Anne Haycock William R. Henderson* legacy leaders William Herzog* Hi-Tech Hockey League Anonymous (28) helping you do good work ... forever Hogg Fuel & Supply Brian & Irene Allison community foundations provides a Suzanne Hyatt Mary Bales* simple, powerful, and highly personal Imasco Limited Ellen Baynton Walker approach to giving. we offer a variety Joseph E. Seagram & Sons Ltd. Urie A. Bender of giving tools to help people achieve James & Lee Kay Esther Bingeman Gascho their charitable goals. John & Sandy Kendall Fred & Dora Mae Blayney Kitchener-Waterloo Oktoberfest Douglas G. Brock we are here to help you support the Iain Klugman Alice E. Brown issues you care about the most. we can: Carl* & Jean Knell Mary Buhr Heather & James Lackner Penny Cleaver work with you to develop George W. Lange Keith Gummow* a tailored approach to Lear Corporation Canada Ltd. Carl & Joyce Heck giving that meets your Stephen Lindt & Diane B. Wolfenden John Hesse philanthropic dreams. Linwood & District Lions Club Gerald A. Hooper help you understand your Michael J. Marshman James Hummel choices for giving – whether Marion Martin Wayne & Diane Moser you’re prepared to give now Dr. Greg & Leslie Mason Kenneth G. Murray or as part of your estate. Gytis T. Matulus & Jean L. Hein Lois Norris & Leonard VanWonderen Harvey Ian McIntosh Milne & Mary Louise Oakes connect you with people McNeil Consumer Healthcare Alan Quarry and organizations with Miller Thomson LLP James F. Robertson similar interests. William A. Moeser* Edward Rooney help you involve your family Corinne Moffatt Irene Rooney in establishing a tradition of Larry E. Murray Ross & Doris Dixon Charitable Foundation giving that will pass on to Netwerx Media Solutions Inc. Karen Scian future generations. Ontario Die International William D. & Deen Smith Ontario Seed Co. Limited John Thompson & Brenda McTearnen provide insight and advice Avvey Peters & David Drewe David P. Uffelmann on community issues and Thomas & Margot Pick Karin W. E. Voisin opportunities. Pollock and Williams Limited Bob* & Georgina Wagner we also work alongside professional Dr. Ronald Pond Dennis & Beverley Watson advisors to help them meet their client’s Cameron Redmond Rob & Michelle Way philanthropic goals. Retired Business & Professional Men’s Club David J. Westfall Richard Ivey Foundation find out more about how you can Gordon & Jean Riedlinger support the causes you care about Trent Robinson and make a lasting difference. visit Craig Robson our website at www.kwcf.ca, or call Frank Rovers our office at (519) 725-1806. Royal Trustco John W. Rumpel* S. G. Cunningham (Kitchener) Limited S-S Technologies Sandvine Incorporated Edward G. Schafer Ron Schwark

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 6 hundreds of people from all walks of life donate to the kitchener and waterloo community foundation each 2014 donations year. these generous gifts enable the foundation to support the important work being done by our local charitable organizations. the following are donations received in 2014 of over $100:

Brian & Irene Allison Walter & Jean Hachborn Thomas & Margot Pick Matt Austin Jim & Sue Hallman John A. & Joyce Pollock Bradley & Jennifer Ball Marilyn Harder Programmed Insurance Brokers Greg Barratt Brock Hart & Emily Robson Alan & Susan Quarry Scott Bartle Paul G. Haslam Quarry Integrated Communications Inc. Guy Belanger Derek Henderson Dr. Joy S. Roberts & Douglas McMullen David Clare & Susan Ferne Bender Fred Henderson Gordon Robertson John & Helen Beynon Phil Hennelly Peter Roe G. Robert & Noreen* Blake Manfred & Ute Hilgers Robert W. Rombough Dr. Max & Lynn Blouw James & Sandra Hill Michael & Pauline Ronzio R. Lessard Boily Jane G. Hill Ross & Doris Dixon Charitable Foundation Dr. Michael & Gay Booth Home Hardware Stores Ltd. Matthew Rowlands Boston Pizza Foundation Gerald & Margie Hooper Sandvine Incorporated John & Susan Bowden Hospice of Waterloo Region Betty Schneider French Graeme Bowie Julie Jacques Joan A. Schurter Douglas G. Brock Dave Jaworsky Ken & Kathryn Seiling Edward & Mary Brough Wilfred & Cathie Jenkins Peter Senst Alex & Trish Brown Mary Keller Kareem Sethi Alice E. Brown David Kerr Brendan M. Sheehan Jim Brubacher Jennifer King & Christopher McIntyre Barbara Sichewski Dr. William & Trudy Bryant Bryce & Kelly Kraeker Glenn E. Smith C3 Group Inc. Mary Kuntz Kathleen M. Smith & Ray Teed Robert C. Caldwell K-W Senior Gyro Club Rosemary W. Smith James & Tara Chmiel Dr. Desta F. Leavine Tim & Teresa Sothern Christie Digital Systems Canada Inc. Lions Club of Kitchener Spaenaur Inc. City of Kitchener Tom Little Marie Stauch-Sweeny Cober Evolving Solutions Chris & Leanne Long Ivan Stimac Bruce Cochrane Kerry Long & Sandra Roy Gordon & Joyce Strauss Horace & Rita Coelho Paul Lula Anna Suljak John Colantonio David & Janice MacIntosh Drs. John Suljak & Ninetta Scolieri Conservative Business Association Claude Macorin Sun Life Financial of Waterloo Region Manulife Financial Paul Sweeny & Marie-Josée Boily Sweeny David & Lidia Cormier Dr. Greg & Leslie Mason TD Canada Trust Saundra Cullen Mark & Helen McArdle Tenzing Communications Inc. Eleanor M. Davidson Katie McDonald The Lyle S. Hallman Charitable Foundation D’Arcy & Sandy Delamere Chris McLean The Probus Club of Kitchener-Conestoga Peter & Gisele Denomme Ian McLean The Waterloo Region Record Sherman Desouza Jan McLean The Winnipeg Foundation Dr. Mitra & Paul Doherty Omar McLean David & Kitty Uffelmann John Doherty John A. & Carla McLennan W. Scott Uffelman Downtown Community Centre Gordon McMillan Bruce H. J. Underwood Downtown Kitchener BIA Mersynergy Charitable Foundation United Way Kitchener Waterloo & Area John Easton Beverley L. Middlemass Vantage Wealth Management Kathleen Elgie Muriel Misch Helen M. Wagner Craig Emptage Cheri Monteith Bryce & Nancy Walker Walter Enns Gary & Karen Mottershead Mark G. Walters Erb & Erb Insurance Brokers Ltd. Margaret A. Motz Waterloo Region Mixed Slo-Pitch League Estate of Keith M. Shantz Kevin P. Mullan Alistair & Alison Watson Evenholme Investments Jacqui Murphy Mark & Miriam Weber Facility Solutions Group, Inc. Kenneth G. Murray David J. Westfall Gerald & Marg Finnen Larry E. Murray Ralph* & Hazel Westfall The Brian Fisher Family Stanley & Donna Nahrgang Duncan & Harriet Winhold Michael & Carolyn Ann Fitzpatrick Dan Neilson Diane B. Wolfenden & Stephen Lindt Patrick & Noreen Flynn Mike Nellich Charles & Jill Wright Jennifer Forristal Susan Neufeld Dr. Peter & Judith Wyshynski Fully Dressed Inc. Stephen Ngai Andrew & Kathryn Yorke George and Asmussen Limited Masonry Dr. Warren & Mary Ober YWCA Kitchener Waterloo Contractors Helmut Oberlander Zonta Club of Kitchener Waterloo Rodney N. Goetz ON Communication Inc. Paul & Sharon Good David Paleczny & Mary Reynolds Peter Griffis Gary F. & Susan K. Parker Keith L. Gummow* Steven & Trina Parker

2 7 2 0 1 4 / a n n u a l r e p o r t 2014 grants awarded community fund African-Canadian Association of Waterloo Region and Area 3,000 Brenda and Peter Hallman Family Fund Alternatives Inc. 25,350 KidSport Kitchener Waterloo, a Committee 1,000 Capacity Waterloo Region 10,000 of The KW Sports Council Carizon Family and Community Services 127,133 Kitchener-Waterloo YMCA 6,475 Cherry Park Neighbourhood Association 25,350 Rockway Mennonite Collegiate 200 Coalition of Muslim Women of KW 15,350 Supportive Housing of Waterloo 13,950 Community Justice Initiatives of Waterloo Region 19,025 United Way Kitchener Waterloo & Area 6,475 Drayton Theatres Inc. 25,350 Grand Philharmonic Choir 3,850 Brian Fisher Family Fund Grandview Public School 2,700 The Brian Fisher Family Fund HopeSpring Cancer Support Centre 125 Grandview Public School 1,600 House of Friendship of Kitchener 3,500 The Christine Fisher Memorial Student Award Fund John Howard Society of Waterloo-Wellington 26,150 University of Waterloo 3,800 KidSport Kitchener Waterloo, a Committee 350 The Nancy Paul-Fisher Memorial Fund of The KW Sports Council Women’s Crisis Services Of Waterloo Region 4,300 Kitchener-Waterloo Chamber Orchestra 13,350 Kitchener-Waterloo Counselling Services Incorporated 10,350 Bryce and Nancy Walker Family Fund Kitchener-Waterloo Counselling Services Incorporated 3,000 Grand River Hospital Foundation 2,000 – Filipino-Canadian Association of KW YWCA Kitchener-Waterloo 1,600 Kitchener-Waterloo Counselling Services Incorporated 3,000 – Najda Now The David and Eleanor Yach Family Fund Kitchener-Waterloo Multicultural Centre Inc. 51,910 Carizon Family and Community Services 5,250 Kitchener-Waterloo Multicultural Centre Inc. 3,000 Strong Start Charitable Organization 5,250 – ShamRose for Syrian Culture Kitchener-Waterloo YMCA 8,175 David Claire & Susan Ferne Bender Family Fund K-W Working Centre For The Unemployed 27,325 HopeSpring Cancer Support Centre 1,000 Lisaard House Charitable Foundation 12,500 Hospice of Waterloo Region 250 Lutherwood Child and Family Foundation 9,285 House of Friendship of Kitchener 500 Neruda Productions 10,125 KidsAbility Centre for Child Development Foundation 500 Reaching Our Outdoor Friends (Kitchener) 350 K-W Working Centre For The Unemployed 500 Social Planning Council of Cambridge & North Dumfries 10,000 Lisaard House Charitable Foundation 100,000 Social Venture Partners Waterloo Region 25,000 Marillac Place 850 Supportive Housing of Waterloo 6,400 St. Mary’s General Hospital Foundation Kitchener-Waterloo 500 The Kitchener and Waterloo Community Foundation 117,515 The Kitchener-Waterloo Symphony Orchestra Association Inc. 25,350 Dr. John D. Stewart Fund Tutoring Beyond Borders 14,700 Junior Achievement Of The Waterloo Region Inc. 5,000

Erb & Good Family Funeral Home Community Fund donor advised funds HopeSpring Cancer Support Centre 1,350 Lisaard House Charitable Foundation 1,350 Anonymous House of Friendship 50,052 Eric and Muriel Misch Family Fund Lissard House Charitable Foundation 4,300 Alex and Trish Brown Family Fund Community Support Connections – Meals On Wheels and More 3,333 Florence Louise Marsland Fund Grand River Conservation Foundation 2,500 KidsAbility Centre for Child Development Foundation 6,200 Hospital Family Houses of Ontario 2,000 The Kitchener-Waterloo Symphony Orchestra Association Inc. 6,200 Kinbridge Community Association 1,000 Kitchener-Waterloo YMCA 21,667 Harold and Gloria Chapman Family Fund Social Venture Partners Waterloo Region 5,000 Community Support Connections – Meals On Wheels and More 1,000 United Way Kitchener Waterloo & Area 10,500 HopeSpring Cancer Support Centre 800 Waterloo Region Family Network 1,000 Lisaard House Charitable Foundation 1,000 The Kitchener-Waterloo Symphony Orchestra Association Inc. 500 Alex Schmidt Memorial Fund Carizon Family and Community Services 2,000 Hartman and Brenda Krug Family Fund St. Mary’s General Hospital Foundation Kitchener-Waterloo 3,100 Audrey and Gerald Moser Trust Carmel of St. Joseph 1,200 The Hilde English Memorial Fund KidsAbility Centre for Child Development Foundation 2,200 Community Support Connections – Meals On Wheels and More 200 Kitchener-Waterloo Counselling Services Incorporated 1,000 The New Quarterly Literary Society Inc. 500 St. Louis Parish 1,500 Wilfrid Laurier University 1,000 St. Mary’s General Hospital Foundation Kitchener-Waterloo 3,500

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 2 8 Hughraine Fund St. Mary’s General Hospital Foundation Kitchener-Waterloo 5,200 Amnesty International Canadian Section 5,310 The Kitchener-Waterloo Art Gallery 3,000 Canadian National Institute for the Blind 7,965 The Kitchener-Waterloo Symphony Orchestra Association Inc. 3,500 Canadian UNICEF Committee 5,841 The Perimeter Institute for Theoretical Physics 10,000 Canadian Warplane Heritage 531 University of Waterloo 8,000 Elora Pastoral Charge 4,779 Waterloo Region Museum and Historic Site Waterloo 10,000 Engineers Without Borders Canada 2,124 (Joseph Schneider Haus) Farm Radio International 1,062 Wilfrid Laurier University 75,000 Guelph-Wellington Women In Crisis 1,593 Hamilton Health Sciences Foundation 1,593 Ken Murray Fund Kitchener-Waterloo Access-Ability 5,841 Grand River Conservation Foundation 2,000 Street Kids International 5,310 Guelph Chamber Choir 1,500 The Kitchener-Waterloo Symphony Orchestra Association Inc. 531 K-W Working Centre For The Unemployed 2,000 The Leprosy Mission Canada 5,310 Lisaard House Charitable Foundation 5,000 The Ontario Educational Communications Authority (TVOntario) 1,593 Shaw Festival Theatre Foundation Canada 2,000 World Federalist Foundation 3,717 Stratford Shakespearean Festival of Canada 3,000 The Kitchener-Waterloo Symphony Orchestra Association Inc. 12,000 John A. McLennan Family Fund Three Centuries Festival – Elora Festival 5,000 Amici Camping Charity 7,100 United Way Community Services of Guelph & Wellington 2,000 Grand River Hospital Foundation 1,500 University of Guelph 4,500 Waterloo Regional Down Syndrome 1,000 University of Waterloo 2,000 Women’s Crisis Services Of Waterloo Region 4,000 Wilfrid Laurier University 8,000

Nancy Borusiewich Fund K-W Corporate Challenge Fund Toronto Brigantine Inc. 600 Lutherwood Child And Family Foundation 6,200

The “50” Plus Team Fund Landmann Family Fund Children’s Wish Foundation 2,400 Calcutta Rescue Canada 2,000 KidsAbility Centre for Child Development Foundation 4,500 HopeSpring Cancer Support Centre 1,150 Nutrition For Learning Inc. 4,500 Hospice of Waterloo Region 2,000 KidSport Kitchener Waterloo, a Committee 2,000 The Barry and Shirley Humphrey Fund of The KW Sports Council St. Mary’s General Hospital Foundation Kitchener-Waterloo 13,000 KW Access-Ability 2,000 Lost & Found Theatre Inc. 6,000 The Jim and Sandy Beingessner and Family Fund Parents For Community Living Kitchener-Waterloo Inc. 2,000 Capacity Canada 1,000 Strong Start Charitable Organization 5,000 Chalice (Canada) 350 The New Quarterly Literary Society Inc. 3,000 Elora Community Theatre 2,500 Volunteer Action Centre of Kitchener-Waterloo And Area Inc. 2,000 Equestrian Order of Holy Sepulchre of Jerusalem 750 Waterloo Community Arts Centre 2,000 Lieutenancy of Eastern Canada Waterloo Region Museum and Historic Site Waterloo 10,000 Grand River Conservation Foundation 500 (Joseph Schneider Haus) Guelph Community Foundation 500 Waterloo Wellington Children’s Groundwater 5,000 Guelph Youth Singers 300 Junior Achievement Of The Waterloo Region Inc. 2,000 Lonsdale and Roberta Schofield Fund Our Lady of Lourdes Parish 1,400 K-W Working Centre For The Unemployed 5,000 Right to Life Association of K-W & Area 200 Planned Parenthood Waterloo Region 3,400 St. Jerome’s University 1,500 Reaching Our Outdoor Friends (Kitchener) 5,000 The Kitchener-Waterloo Symphony Orchestra Association Inc. 1,500 Scouts Canada – Central Escarpment Council 10,000 The May Court Club Of Kitchener-Waterloo 500 United Way Kitchener Waterloo & Area 1,000 Marianne and Jim Erb Family Fund Grandview Public School 250 The Jim and Sue Hallman Family Fund Hillcrest Mennonite Church 750 3D Brain + 3,500 Mennonite Coalition For Refugee Support 1,000 City of Kitchener 1,000 Silver Lake Mennonite Camp Inc. 500 KidsAbility Centre for Child Development Foundation 11,800 Rockway Mennonite Collegiate 10,000 McMurtry Family Fund Engineers Without Borders Canada 5,000 The John A. Pollock Family Fund Kitchener-Waterloo YMCA 7,000 Cambridge & North Dumfries Community Foundation 11,500 Ontario Nature 2,000 Cambridge Memorial Hospital Foundation 50,000 Rare Charitable Research Reserve 1,000 Covenant House Toronto 1,500 Scientists in School 1,000 Creative Waterloo Region Services Organization 10,000 Strong Start Charitable Organization 4,800 Drayton Theatres Inc. 5,000 United Way Kitchener Waterloo & Area 6,000 Grand River Conservation Foundation 4,000 Junior Achievement Of The Waterloo Region Inc. 7,400 St. John’s Kilmarnock School 15,000

2 9 2 0 1 4 / a n n u a l r e p o r t

The Motz Family Endowment Steffensen Family Fund K-W Working Centre For The Unemployed 10,000 Bruyere Foundation 1,000 Lisaard House Charitable Foundation 18,000 Grand River Hospital Foundation 1,000 Reaching Our Outdoor Friends (Kitchener) 8,000 The Kitchener-Waterloo Symphony Orchestra Association Inc. 1,500 Strong Start Charitable Organization 5,000 United Way Kitchener Waterloo & Area 8,000 The Coalition for the Success of 4,000 African-Caribbean Canadian Youth The TD Bank Financial Group Employees Endowment Fund The Musagetes Fund Autism Services Waterloo Region 850 ArtsSmarts Waterloo Region 2,500 HopeSpring Cancer Support Centre 850 Canadian Clay and Glass Gallery in Waterloo 10,000 Contemporary Art Forum Kitchener & Area (CAFKA) 30,000 The Ted and Andrea Witzel Family Fund Grand Philharmonic Choir 1,500 KidSport Kitchener Waterloo, a Committee 1,700 Lisaard House Charitable Foundation 10,000 of The KW Sports Council Lutherwood Child And Family Foundation 15,000 Open Ears Festival of Music & Sound 20,000 University of Waterloo Research and Technology Pat the Dog Playwright Development Centre 2,500 Park Activities Committee Fund Planned Parenthood Waterloo Region 3,400 KidSport Kitchener Waterloo, a Committee 5,000 Rare Charitable Research Reserve 120,000 of The KW Sports Council The Centre In The Square Inc. 15,000 The Kitchener-Waterloo Art Gallery 30,000 The Urie A. and Dorothy M. Bender Endowment Fund The Kitchener-Waterloo Symphony Orchestra Association Inc. 20,000 House of Friendship of Kitchener 3,000 The MT Space 20,000 The New Quarterly Literary Society Inc. 3,000 The Victoria D’Agostino Children’s Benefit Fund The Perimeter Institute for Theoretical Physics 10,000 The Kitchener-Waterloo Bilingual School 364 THEMUSEUM Of Ideas Transcending Objects 20,000 Waterloo Education Foundation Inc. 3,407 Volcano Non-Profit Productions Inc. 10,000 Waterloo Region Catholic Schools Foundation Inc. 1,687

Ormston Family Fund Walter and Florence Martin Endowment Fund Canadian Cancer Society, Ontario Division 2,000 Lisaard House Charitable Foundation 2,500 Heartwood Place 1,500 Lutherwood Child And Family Foundation 2,000 KidsAbility Centre for Child Development Foundation 6,000 Project Helping Orphans for the Pupose of Eternity 2,500 Westfall and Hill Family Fund Community Support Connections – Meals On Wheels and More 6,000 Paul Kuntz Legacy Historic St. Paul’s Lutheran Church 5,300 Grandview Public School 500 Kitchener-Waterloo YMCA 1,000 Westmount Golf Charity Fund K-W Working Centre For The Unemployed 1,000 Westmount Golf Charity Fund Lisaard House Charitable Foundation 1,000 K-W Working Centre For The Unemployed 500 Reaching Our Outdoor Friends (Kitchener) 800 Westmount Golf Tournament Charity Fund K-W Working Centre For The Unemployed 16,300 The Robert Caldwell Fund Westmount Golf Charity Fund Oktoberfest Grand River Conservation Foundation 300 Charity Pro-Am Golf Tournament Fund University of Waterloo 200 Big Brothers Big Sisters of Waterloo Region 9,500

Rosalind & Dieter Kays Family Fund The William Roberts Family Fund K-W Working Centre For The Unemployed 500 St. Mary’s General Hospital Foundation Kitchener-Waterloo 500 St. Mary’s General Hospital Foundation Kitchener-Waterloo 1,500 Strong Start Charitable Organization 500

The Ryther Fund Capacity Waterloo Region 2,800

The Savvas & Lenia Chamberlain Fund KidSport Kitchener Waterloo, a Committee 10,100 of The KW Sports Council

Sharon and Paul Good Fund Grace Lutheran Church 1,500 Lisaard House Charitable Foundation 1,000

The Spinnaker Fund Community Justice Initiatives of Waterloo Region 16,100 Schlegel-UW Research Institute for Aging 30,000

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 3 0 designated funds

Amy Hallman Snyder Award Fund The Keith & Winifred Shantz Fund for the Arts Arts Awards Waterloo Region 1,200 Canadian Clay and Glass Gallery in Waterloo 45,000 Pat the Dog Playwright Development Centre 4,900 Canadian Clay and Glass Endowment Fund The Kitchener-Waterloo Symphony Orchestra Association Inc. 25,000 Canadian Clay and Glass Gallery in Waterloo 17,000 University of Waterloo 30,000

The Charles E. Heller Fund The Lyle S. Hallman Fund St. John’s Evangelical Lutheran Church 4,900 Wellesley and District Lions Club 57,300

The Choices Fund Music Fund Planned Parenthood Waterloo Region 6,700 Kitchener-Waterloo Chamber Orchestra 4,800

Dorothy Shoemaker Literary Award Fund Ontario Endowment for Children and Youth in Recreation Fund Kitchener Public Library 4,700 Bluevale Collegiate Institute 3,000 Family & Children’s Services of the Waterloo Region 5,452 Emmerton Fund Alzheimer Highland Stirling Community Group 1,749 Alzheimer Society Waterloo Wellington 800 House of Friendship of Kitchener 8,000 Independent Living Centre Of Waterloo Region 3,751 Emmerton Fund Heart & Stroke Kitchener-Waterloo YMCA 4,000 The Heart and Stroke Foundation 900 Reception House – Waterloo Region 3,648 The MT Space 4,000 Emmerton Fund Hospital Equipment Township of Wilmot 1,000 Grand River Hospital Foundation 6,100 Wellesley and District Lions Club 3,000 Wilfrid Laurier University 2,500 Emmerton Fund House of Friendship House of Friendship of Kitchener 800 Palliative Care Fund Hospice of Waterloo Region 10,000 Esther Bingeman Gascho Fund House of Friendship of Kitchener 2,200 School Sisters of Notre Dame Legacy Fund Reaching Our Outdoor Friends (Kitchener) 7,500 The F. P. Schneider Memorial Fund Women’s Crisis Services Of Waterloo Region 4,900 The Kitchener-Waterloo Symphony Orchestra Association Inc. 15,000 Waterloo Region International Plowing The Howard G. Schneider Cancer Care Fund Match 1995 and 2012 Fund Grand River Hospital Foundation 2,700 Bereaved Families Of Ontario – Midwestern Region 3,000 Community Support Connections – Meals On Wheels and More 2,000 Intentions of A and M Fund J. Steckle Heritage Homestead 2,450 Carmel of St. Joseph 6,000 KidSport Kitchener Waterloo, a Committee 2,150 of The KW Sports Council 3,000 Murray Fried Fund Lutherwood Child And Family Foundation 1,600 City of Kitchener 4,350 Marillac Place Scouts Canada – Central Escarpment Council –11th Scout Group 2,175 Scouts Canada – Central Escarpment Council – Camp Everton 2,175 The Waterloo Region Record Literacy Fund Carizon Family and Community Services 3,000 Retired Business & Professional Men’s Club of K-W Fund Kitchener Public Library 2,300 Junior Achievement Of The Waterloo Region Inc. 1,000 The Waterloo Region Record St. Jacobs Farmers Market Vendor Relief Fund Lyle S. Hallman Foundation Kids to Camp Fund Township of Woolwich 187,230 Animal Welfare Agency South Central Ontario 1,000 Big Brothers Big Sisters of Waterloo Region 2,000 field of interest funds Camp McGovern 9,000 Canadian Diabetes Association 2,000 The Alice (Braley) Judges – Walter Judges Fund Central Ontario Developmental Riding Program 4,000 Animal Welfare Agency South Central Ontario 15,100 Evergreen Christian Ministries 1,000 Grand River Chinese School 480 Art Investment Fund Great Big Children’s Theatre 490 Social Venture Partners Waterloo Region 400 Hidden Acres Mennonite Camp Inc. 2,190 House of Friendship of Kitchener 1,500 Brush with Art Visual Arts Fund J. Steckle Heritage Homestead 1,170 Createscape Waterloo Region 1,600 Junior Achievement Of The Waterloo Region Inc. 750 KidsAbility Centre for Child Development Foundation 3,900 Douglas Brock Fund For Conservation & Music Kitchener-Waterloo Extend-A-Family Association 5,060 The Grand River Jazz Society Corp. 1,000 Ontario Society For Crippled Children 2,560 rare Charitable Research Reserve 175 George Cluthe Fund St. George’s of Forest Hill 1,950 Community Support Connections – Meals On Wheels and More 8,800 The Corporation of the City of Kitchener 5,280 The Dwelling Place 970 The Kitchener-Waterloo Art Gallery 1,950 THEMUSEUM 1,395 Waterloo Mennonite Brethren Church 900 YWCA Kitchener-Waterloo 4,500 3 1 2 0 1 4 / a n n u a l r e p o r t

The Woolwich Community Fund Elmira District Secondary School 900 Heidelberg Recreation Association 1,000 KidSport Kitchener Waterloo, a Committee 1,000 of The KW Sports Council The Kitchener-Waterloo Symphony Orchestra Association Inc. 2,000 Woolwich Recreational Facility Foundation 3,000

The Woolwich Community Fund – Fountain of Memories Award Elmira District Secondary School 1,600

Youth Advisory Council (YAC) Fund Volunteer Action Centre of Kitchener-Waterloo And Area Inc. 1,800

student award funds charitable organization endowment funds

Big Brothers of Kitchener-Waterloo Promise Anselma House Endowment Fund 1,100 Scholarship Fund Big Sisters Endowment Fund 2,200 Big Brothers Big Sisters of Waterloo Region 500 Child Witness Centre – Balsillie Endowment Fund 2,100 Grand River Conservation Fund 1,300 Ernest Kendall Award Fund Homer Watson House & Gallery Endowment Fund 1,400 Waterloo Education Foundation Inc. 1,200 Hospice of Waterloo Region Endowment Fund 500 Junior Achievement Terry Burch Memorial Fund 1,400 France-Anne Sweeny “Making A Difference” Fund KidsAbility Foundation Endowment Fund 29,700 Ryerson University 1,000 Kitchener Sports Association Legacy Fund 4,200 University of Alberta 1,000 Lions Club of Kitchener Community Service Fund 900 University of Guelph 1,000 Parents for Community Living Robert Denomme Fund 3,000 University of Waterloo 5,000 Scouts Canada – North Waterloo District Endowment Fund 2,000 Wilfrid Laurier University 1,000 Social Venture Partners Waterloo Region Fund 77,217 St. Mary’s General Hospital Foundation 3,300 The John R. Robins Fund Physician’s Endowment Fund Wilfrid Laurier University 4,050 The Kitchener and Waterloo Community Foundation 5,200 Operating Endowment Fund The Kitchener Rangers Hockey Club Scholarship Fund The Kitchener-Conestoga Rotary Dream Home Fund 9,500 Brock University 1,000 The United Way Forever Fund 75,000 Carleton University 1,500 The Uptown Waterloo Jazz Festival Endowment Fund 1,600 Conestoga College Institute of Technology & Advanced Learning 1,000 WPL Endowment Fund 5,300 Humber College 500 WPL Summer Reading Club Fund 2,600 McMaster University 2,500 YWCA Endowment Fund 28,200 Queen’s University 3,000 YWCA Mary’s Place Fund 35,100 University of Guelph 1,000 University of Waterloo 6,000 Wilfrid Laurier University 3,000

total 2014 grants 2,926,843 NHLPA Dan Snyder Memorial Student Award Fund Carleton University 2,250 University of Guelph 2,250

R. Jack Middlemass Memorial Scholarship Fund McMaster University 3,500

The Mac Voisin Scholarship Series Conestoga College Institute of Technology & Advanced Learning 2,598

The Walter A. Bean KWCF Scholarship Fund University of Waterloo 3,500

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 3 2 2014 financial results

the kwcf investments

In 2014, The KWCF’s return on pooled investment funds was the kwcf’s investment goals are to: 11.6% versus the benchmark return of 10.8%. The benchmark combines performance results from the TSX Composite Index, • Support the mission and principles the MSCI World Index, the TMX Universe Bond Index and the of The KWCF, TMX 91 day Treasury Bill Index. • Manage the assets in the investment We are pleased to report that over the past 10 years our portfolio to achieve a total rate of return portfolio has averaged 7.9%, and since inception in 1984, over the longer term that allows the The KWCF’s investment return has averaged 9.8%. organization to cover grant obligations and operation expenses, and to

• Protect the purchasing power of investment returns the capital of the Fund in “real” terms (e.g. compensate for inflation).

investment asset mix targets for investment portfolio – december 2014

The KWCF uses a specialty investment management structure that assigns asset class responsibility to different investment managers. The KWCF’s Investment Committee, with senior-level investment management expertise, reviews performance using a benchmark performance measurement system. The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset-mix targets: FIXED CANADIAN GLOBAL INCOME EQUITY EQUITY CASH & SHORT TERM

The KWCF Investment Policy was last revised in November 2013 3 3 2 0 1 4 / a n n u a l r e p o r t

total donations received

Donations are received from individuals, corporations, other charitable organizations and government. Donors may contribute to endowed funds (funds that are held permanently or for a specified period of time, usually 10 years), funds for distribution (funds that are held for granting usually within two years), or to the operations or programs of The KWCF. We are pleased to report that donations for 2014 exceeded $1.3M.

grant history Our granting trend over the past five years has resulted in small annual increases despite the market downturn in 2011. This is due to the establishment several years ago of Stabilization Reserves for our funds to preserve past years’ earnings for future granting requirements. In 2014, 100% of the Community Fund Grants were directed to the top four priority areas as identified in the Waterloo Region’s Vital Signs® Priority Report. This year also saw a record-setting level of total grants invested in the community at over $2.9M.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 3 4 THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION 2014 2014 FINANCIAL REPORT – CONDENSED FINANCIAL STATEMENTS

statement of financial position as of december 31, 2014

2014 2013

assets Investments at Market Value (Note 1) 68,772,941 63,828,568 Other 868,415 1,357,603 total assets 69,641,356 65,186,171

liabilities and fund balances liabilities Grants and Other Liabilities 421,349 371,389 Deferred Revenue 271,312 224,008 sub-total 692,661 595,397

fund balances Operating Fund 459,475 448,743 Capital Fund 68,191,385 63,945,204 Funds for Distribution 297,835 196,827 sub-total 68,948,695 64,590,774

total liabilities and fund balances 69,641,356 65,186,171

condensed statement of operations ended december 31, 2014

2014 2013

revenue Donations 1,351,913 2,822,497 Investment Income 7,142,476 8,808,341 Other (Grant Income, Sponsorship, etc.) 262,940 313,353 Administration Fees 51,143 52,100 8,808,472 11,996,291 expenses Grants 2,902,501 2,304,923 Operating Expenses 1,548,050 1,465,714 4,450,551 3,770,637

Excess of Revenue over Expenses 4,357,921 8,225,654

Fund Balances, Beginning of the Year 64,590,774 56,365,120

fund balances, end of the year 68,948,695 64,590,774

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CONDENSED NOTES TO FINANCIAL STATEMENTS note 1. investments at year end

2014 2013 market value Provincially Guaranteed Bonds - 98,980 Bissett Core Equity Fund 9,392,723 10,684,400 Connor Clark & Lunn Canadian Equity Fund A 9,491,483 10,774,317 TD Emerald Canadian: Bond Pooled Fund 9,232,435 8,486,703 Core Plus Bond Pooled Fund 13,262,948 9,711,434 Short-Term Investment Fund 3,028,660 1,866,791 Walter Scott and Partners Global Equity Fund 22,972,373 21,412,381 National Bank Correspondent Network Portfolio 342,319 343,562 cost Community Forward Fund 1,050,000 450,000 total 68,772,941 63,828,568

note 2. non-owned assets the foundation holds certain securities for custody and management on behalf of other charities. these assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of the foundation.

the amounts under administration are as follows:

2014 2013 market value market value

St. Mary’s General Hospital Foundation - 3,796,073 The Catholic Community Foundation of Waterloo Region Fund 2,677,266 2,511,614 THEMUSEUM Endowment Fund 1,755,475 1,848,858 Conestoga College Institute of Technology and Advanced Learning Fund 2,023,471 1,747,267 Cambridge & North Dumfries Community Foundation 6,211,087 5,229,050 total 12,667,299 15,132,862

the audited financial statements for the kitchener and 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.

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 3 6 your foundation staff

rosemary smith lauren judge As Chief Executive Officer for The Foundation, I have overall responsibility for the day-to-day As the Executive Assistant, my primary focus is operations of the organization. If I can provide assisting Rosemary, and providing support to our assistance or information about The Foundation, Board of Directors, and Leadership Identification or if you would like to inquire regarding The and Nominating Committees. I’d be happy to answer Foundation’s ability to help with your philanthropic any questions or help you book a meeting with plans, I would be pleased to chat with you. Rosemary. I can be reached at (519) 725-1806 Please call me at (519) 725-1806 extension 201, extension 207, or you can email me at: or email me at: [email protected] [email protected]

john bowden linda shortt

As Director, Financial Services for The Foundation, As The KWCF’s Financial Services Coordinator, I am responsible for the accounting, investment, I am responsible for the processing of accounts administration and privacy functions of the organization. payable and receivable, grant payments, as well as This includes financial reporting, disbursement, for processing and receipting donations. If you have donation and gift acceptance activities. For financial a question about making a donation or a tax receipt, queries, please contact me at (519) 725-1806 give me a call at (519) 725-1806 extension 208, extension 202, or email me at: or email me at: [email protected] [email protected]

bethan llewellyn rochelle benoit As Director, Executive Services for The Foundation, I have the priviledge of promoting The KWCF to As Executive Services Coordinator for The Foundation, I our wonderful community and to make sure YOU work alongside Bethan in spreading the word about know all about the fantastic things The KWCF The Foundation to our great community, and help does every day. I also manage media relations, with special events and other marketing initiatives. events, Random Act of Kindness Day®, volunteer I also provide overall administrative support for The management and overall office administration. Foundation. I’d be happy to speak with you if you I’d love to hear from you. Give me a call at have any questions about The KWCF. You can reach (519) 725-1806 extension 205, or email me at: me at (519) 725-1806 extension 209, or by email at: [email protected] [email protected]

chelsea arnott brendan sheehan As Leadership Programs Coordinator for The As Director, Philanthropic Services for The Foundation, it is my responsibility to coordinate Foundation, I oversee operations for our Donor our Smart & Caring Grants Program, Engage!KW Relations, Grant Services and our portfolio of and Waterloo Region’s Vital Signs®. If you have Leadership Programs (Engage!KW, Centre for any questions about how to apply for a Smart & Community Knowledge and Waterloo Region’s Vital Caring grant, Engage!KW or Waterloo Region’s Signs®). If I can be of service, please contact me Vital Signs®, please do not hesitate to contact me at (519) 725-1806 extension 204, or email me at: at (519) 725-1806 extension 206, or email me at: [email protected] [email protected]

penny harvey drew maddison As Office Services Administrator, I provide reception As Leadership Programs Coordinator – CCK for for the organizations at the 29 King Street offices, The Foundation, I lead our Centre for Community along with taking care of the facility needs. I am the Knowledge (CCK) program. If you are interested smiling face you see when you visit The Foundation. in participating in the CCK as a community If you have a question, but are not sure who you organization, or would like more information as need to be speaking with, I can connect you with a donor or volunteer, do not hesitate to contact me the right staff member. You can reach me at at (519) 725-1806 extension 203, or email me at: (519) 725-1806 extension 100, or by email at: [email protected] [email protected]

3 7 2 0 1 4 / a n n u a l r e p o r t

what does this mean? The KWCF is only able to leverage 27.1% of our assets to support those issue areas that have the greatest need.

*denotes a waterloo region’s vital signs® priority area

w w w . k w c f . c a t h e k i t c h e n e r a n d w a t e r l o o c o m m u n i t y f o u n d a t i o n 3 8 Phone: 519.725.1806 Fax: 519.725.3851 Email: [email protected] Web: www.kwcf.ca

29 King Street East – Suite B Kitchener, ON N2G 2K4

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

HELPING YOU MAKE A LASTING DIFFERENCE.