Helping you Helping make a lasting difference

Annual Reportwww.kwcf.ca 2012A A Sincere Thank You

For assisting with Hahn Rentals Waterloo Inn and And a special thank you our auditing needs: Igloo Software Conference Centre to our 2012 Sponsors! KPMG LLP Ignite Charity Waterloo Region Museum Joseph’s Estate Wines Waterloo-Wellington For assisting with KW Counselling Services Chartered Acountants our legal needs: Kitchener Public Library Association Miller Thomson LLP Kitchener Rangers WR Awesome Kitchener-Waterloo Art Gallery Woolwich Memorial Arena For assisting with our need Larrek Investigation for office and meeting space: and Research For assisting us Ernst & Young Living Fresh with media support: Family & Children’s Services LUCASWorks! 570 News of Waterloo Region McCabe’s Irish Pub & Grill 91.5 The Beat K-W Counselling Services Minute Man Press CTV Southwestern Ontario Zehr Levesque Inc. Mosaic Counselling CHYM FM & Family Services CKWR For supporting a variety NomNom Treats DAVE FM of important needs: Peak Realty Elmira Independent Bobby O’Briens PMG Intelligence Exchange Magazine Charity Republic Quarry Integrated Faith FM City of Kitchener Communications Intrigue Media City of Waterloo Region of Waterloo K-Fun The KWCF Annual Report is printed Cober Printing School of Accounting Kitchener Post with the generous support of Cohen Highley LLP and Finance, University KOOL FM Cober Evolving Solutions. Communitech of Waterloo Rogers Television Conestoga College The Cake Box SNAP – Kitchener/Waterloo Institute of Technology The Event Firm Waterloo Region Record and Advanced Learning Tim Hortons Woolwich Observer Conestoga Mall Tivoli Films Delta Hotel Traces Screen Printing Ltd. Denison Print Vision Screen Print Inc. Downtown Kitchener BIA Volunteer Action Centre The KWCF Annual Report is Grand Valley Wagner Livock produced with the generous Construction Association & Associates support of Quarry Integrated Hacienda Sarria Walper Hotel Communications Inc. OUR MISSION TABLE OF CONTENTS

The Kitchener and Waterloo Community Foundation 1 A Sincere Thank You improves the quality of life in Kitchener, Waterloo 2 Our Mission and area, now and for generations to come, by 3 Happenings Around Your building community endowment, addressing needs through grant making, and providing leadership Community Foundation on key community issues. 4 Leadership In Action 5 Our Volunteers 7 Building 9 Building Stories BUILDING INVESTING LEADING 11 Investing 13 Investing Stories 15 Leading 17 Leadership Stories 21 Funds – Market Value 24 Accumulated Donations 28 2012 Donations 31 2012 Grants Awarded 38 Charts 39 2012 Financial Results 41 Condensed Financial Statements 43 Your Foundation Staff Happenings arounD YOUR Community Foundation

Your Community Foundation had an exciting year in 2012 including a few firsts, a great celebration and a leap into new deeper and impactful grant work in Kitchener, Waterloo and area.

Following the 2011 evaluation of Waterloo Region’s Vital Signs® (WRVS), the report’s focus was narrowed to four key areas; Arts and Culture, Health and Wellness, Getting Started and Belonging and Leadership. Focus groups were held in each of these areas, and the first WRVS Priority Report was launched in October. Read on to find out more about what we discovered.

The Centre for Community Knowledge launched in October in tandem with WRVS. The first of its kind in Waterloo Region, this innovative platform hosts profile pages for local charitable organizations showcasing programs and initiatives needing support through video, text and photos. There’s much more to share about this brand new initiative, and we hope you enjoy reading all about it.

The KWCF celebrated the 5th anniversary of Random Act of Kindness Day® (RAK Day) in November with the addition of a new lunch-time celebration event. This event, hosted by The Foundation in partnership with the Downtown Kitchener BIA and the City of Kitchener was a hit with everyone who attended. Growth continues with the RAK Day movement across Canada. In 2012 RAK Day was celebrated in over 34 communities from coast to coast, with many showing interest in participating in 2013. Check out some of the amazing photos taken from RAK Day further in the report.

Last year over $1.8 million in grants were disbursed to 190 charitable organizations. Once again gifts to The KWCF are up significantly over 2011, reaching approximately $4.3 million.

In 2012, there was a shift in the strategic focus for The KWCF. Grants from the Community Fund became more focused and now target more impactful granting opportunities. Granting is now concentrated on the four key areas outlined in WRVS and Priority Report. We held information sessions and organizations worked closely with staff and volunteers to disburse close to $225,000 to those four key areas of need. Two of these grants are highlighted on the coming pages.

We can never thank our partners, volunteers, and sponsors enough for their contributions to The KWCF. Without all of their support none of our successes would be possible. Looking to the future, we cannot imagine having better supports to work alongside us in making a lasting difference in our community.

Greg Barratt, Rosemary Smith, Board Chair CEO

3 We Build. We invest. We Lead. Leadership in Action

The KWCF Board of Directors has been hard at work over the past four years shifting their governing style from a hands-on (operating style) to a strategic focus (policy governance style). As a result, the Board has set a new strategic direction for The Foundation, pulling on the results of the 2010 Waterloo Region’s Vital Signs report.

Moving forward the Board’s focus will be on finding new and innovative ways of connecting and linking with leadership around the Region for input and feedback. This feedback will be critical when looking forward and working through where your community foundation can make the greatest impact.

In 2012 The KWCF was proud to announce the addition of the Community Forward Fund to it’s portfolio of investments alongside other foundations from across the Region and Ontario. The Board of Directors recognized the need to participate in mission related investing and that as an organization The Board of Directors recognized the need to participate in mission-related investing in the non-profit sector. The Community Forward Fund helps The KWCF meet the changing needs of the non-profit section that The Foundation alone could not address. For more information on the Community Forward Fund visit their website at www.communityforwardfund.ca. VOLUNTEER LISTING

Board of Directors Random Act of Kindness Investment Committee For sharing their time, Nominating Committee Greg Barratt , Chair Day® Committee Eric Strassburger, Chair talent, and treasure: The Nominating Committee David Brenneman , Vice Chair Candi Harrington, Chair Greg Barratt Tomasz Adamski is mandated by The Kitchener Vivian Zochowski, Past Chair Karl Allen-Muncey David Calder Rachel Adema-Hannes and Waterloo Community David Calder Marilena Benak Jason Daly Erin Bishop Foundation’s Act of Debbie Currie Stacey Bartlett Dennis Huber Conestoga College – Incorporation and is Edward D’Agostino Ryan Connell Larry Murray Respect Reps responsible for appointing Roger Farwell Linda Dancey Murray O’Brien Bre Creative The Foundation’s Board Dave Jaworsky Enrique Espinosa Robin Stanton Todd Cowan of Directors. Michael Klopchic Alexandra Hardy John Stilo Lakhdeep Dhaliwal Hulene Montgomery Nate Tedesco Rick Vandermey Amy Dussault Murray Costello, Chair, Jacqui Murphy JR Waddell Bryce Walker Mark Garner The Greater Kitchener- Mike Murray Vivian Zochowski Angie Hill Waterloo Chamber Lynne Short Grants Committee Dale Howatt of Commerce Eric Strassburger Penny Cleaver, Chair Leadership Identification Jane Humphries Brenda Halloran, Mayor, Peter Meier, Vice Chair Committee Samantha Hurwitz The City of Waterloo Audit Committee Heidi Balsillie David Brenneman, Chair Mike Farwell Ken Seiling, Chair, David Calder, Chair David Carter* Greg Barratt Scotty James Regional Municipality Edward D’Agostino Isabel Cisterna Cathy Brothers Kitchener-Waterloo of Waterloo Brian Fisher Carl Coelho Penny Cleaver Art Gallery Daniela Seskar-Henci, Pat Forte Martin deGroot Mandy Dennison Michelle Krasovec Chair United Way Blaine Hertzberger Carolyn Fitton Jacqui Murphy Toni Lemon of Kitchener-Waterloo Mark Walters Mary Ann Fleming Idrisa Pandit Dianne Llewellyn and Area Vivian Zochowski Beverly Harris Stephen Swatridge Omar McLean Carl Zehr, Mayor Rita Hemmerich Vivian Zochowski Jim Moss City of Kitchener Engage! KW Committee Barb Hill Nutrition for Learning Kourtney Beckman Pari Karem Professional Advisors Ingrid Pregel *Deceased Tammy Bender Sonny Kumpf Brian Fisher Sabrina Prudham Sarah Brown Sarah McNeil Kerry Long REEP Green Solutions Megan Conway Kristine Schumacher Eric Strassburger Rod Regier Mandy Dennison Judith Stephens-Wells Ingrid Schiller Taryn Graham Jessica Stockie Youth In Recreation Kate Short Candi Harrington Ingrid L. Town Committee Smile Epidemic Jennifer Knight Frances Tse Shirley Redekop , Chair Heather Sinclair Bryn Ossington Suzanna Walter Joyce Barker Sir John A. MacDonald Matt Scobel Gillian Wells Debbie Dover Life Skills Class Jason Shim Sara Wilbur Allan Enriquez Strong Start Derek Weidl Andrea Witzel Scott Harris The Working Centre – Kurt Wissent Nadine Mueller Multicultural Russ Wong Tech Advisory Susan Quarry Cinema Club Jessica Wulff Committee Lisa Sailor THEMUSEUM Erin Young Steve Cross Karen Scian Julie Thompson Brock Hart Marilyn Thiessen Victoria Hills Dance Matt Miller Amy Tupling Megan Van Kemenade Michele Way

5 We Build. We invest. We Lead. Gone but not forgotTEN THE KWCF felt a great loss in 2012 when four of our SUPPORTERS passed away. The KWCF was proud and honoured to call them partners, Fundholders, volunteers, and friends. A LOSS OF THIS MAGNITUDE COMPELLED US TO RECOGNIZE THEM IN THIS SPECIAL WAY.

Harold Chapman Dr. David Carter The Foundation knew Harold and his wife Gloria, David Carter was a man with a passion for his work, as KWCF Fundholders of the Harold and Gloria his students and for his community. For The KWCF, Chapman Family Fund. However Harold’s gift to David was a partner, an advocate and a leader. His this community was not only through the support work with the University of Waterloo School of of local charitable organizations, but through his Accounting and Finance brought new resources and gift of time spent as a Councillor and volunteer. opportunities to The Foundation’s Community Fund He is a community leader that is missed by many. grants committee. For his dedication of time and leadership we will always be thankful. His legacy lives on in the work that The Foundation continues to do thanks to his leadership.

Winifred Shantz Betty Jones Win was a skilled artist, passionate about her community, Betty Jones has been a long-time friend and volunteer and above all a leader who inspired the arts community of The KWCF, and of this community. Her giving soul in Waterloo Region and beyond. Her support of the made her a friend to so many and a supporter of not Clay and Glass Gallery, the Harbinger Gallery and only The Foundation and the Women’s Probus Club patronage with many more helped to shine a light of Kitchener-Westmount, but to a number of other on the significance of arts in our community. The KWCF local charitable organizations. Betty’s memory will live knew Win not only for her work in the arts and culture on with those who were lucky enough to call her friend. sector, but also for her philanthropy. With the future in mind, Win established the Keith and Winifred Shantz Fund for the Arts in 2012, ensuring her legacy of support lasted well beyond her years.

www.kwcf.ca 6 The Kitchener and Waterloo Community Foundation is a local foundation created by and for the people of Kitchener-Waterloo and area. We are here to help individuals and groups make an ongoing difference in their community.

Number of Funds Building relationships and understanding our donors is an integral part of the work that The KWCF does. When a donor becomes interested in the work of The Foundation, we work with them to understand their values, their philanthropic style, and what they 124 hope to achieve with their gift.

We help connect them to the organizations and projects that are impacting the areas Number of Gifts they care about most. If they’re not sure what area they’d like to support, we provide them with tools such as Waterloo Region’s Vital Signs to help inform and educate them on the key issue areas facing our community. And if they need some inspiration, we show $4.3M them our newest philanthropic tool, the Centre for Community Knowledge, where they can see first hand what impact their support could have. Largest gift in 2012 On the following pages you will learn about two very special couples, who approached $2M The KWCF looking to make a lasting difference in their community, each in their own way.

To be effective, a community foundation must • We embrace partnerships understand its role in helping communities • We build community assets and meet their unique challenges. The following champion philanthropy principles help guide The Kitchener and • We learn and share what we know Waterloo Community Foundation to make • We are responsive and accountable a lasting difference in our community. • We build community vitality Building Giving Back

Around 1997, Eric Misch read about the work of The KWCF in a local paper. That’s where the story of the Eric and Muriel Misch Family Fund begins. After speaking with his wife Muriel, Eric connected with then Community Foundation Executive Director, Jane Humphries to discuss how working with The Foundation could help them leave a lasting legacy in their community.

Fast forward 15 years; Eric passed away in 2006, and Muriel, in looking to the future, wanted to honour her beloved husband’s memory. She had originally looked into starting a musical scholarship, but wasn’t sure how much of an impact such a specific gift would make in the future.

In 2011, Muriel sought out the guidance of local Investment Advisor Eric Strassburger who also sits on the Board of The Foundation. Eric and his co-worker Kim Weber a trust advisor, encouraged Muriel to speak with current KWCF CEO, Rosemary Smith about what options were available.“I wanted to Learn more about how you can make pay tribute to Eric’s contributions to the community and his desire to continue a lasting impact by visiting www.kwcf.ca. to support those initiatives he felt so strongly about,” comments Muriel. “Eric was always involved in music as a church organist, and loved classical music. He also gave his time to Lutherwood, Habitat for Humanity and House of Friendship.”

Rosemary spoke to Muriel about setting up a donor advised fund at The KWCF. “Starting up a fund like this will allow Muriel to reach out to all the areas and organizations that both she and Eric were passionate about,” adds Smith, “We can work with her to ensure that her gift makes the greatest impact where it means the most.”

Making the decision to work with The Foundation was the right one for Muriel, and for Eric. She adds, “It feels wonderful to know that I’m giving back in a way that I know that Eric would not only agree with, but also appreciate. We both liked the idea of a community foundation. We’re in this life to help others, and a community foundation touches so many lives. It is a perfect way to leave our mark on the community.”

9 We Build. We invest. We Lead. Supporting the Arts through the Decades

Keith and Winifred Shantz have been long-time supporters of both The KWCF and this community. So when it came time to look at establishing a legacy of philanthropy, they looked no further than the community foundation.

Win herself was a driving force for the arts in the Waterloo Region for more than 20 years before she met and married Keith. Together they worked as founding supporters to establish the Canadian Clay and Glass Gallery in Waterloo, something near and dear to her heart, having been a successful potter.

With their long and dedicated history of championing the arts, it’s no surprise that Keith and Win wanted their work to continue on long after their passing. Rosemary Smith, CEO of The KWCF, “Win wanted to ensure that arts and culture in our community thrived for years to come. We’re honoured and proud to help make that vision a reality.”

Win’s generosity in establishing a number of arts scholarships and awards allowing artists to sustainably produce their work was evidence of her commitment. But it didn’t stop there. Keith and Win’s ultimate goal was not simply to assist the artists, but the art institutions and creative spaces as well. They believed that growing arts and culture in this community happens only when both are given the opportunity to succeed and thrive.

Win established the Keith and Winifred Shantz Fund for the Arts, a field of interest fund at The KWCF in 2012. Its purpose: to support organizations such as the Fine Arts Department at the University of Waterloo, Kitchener-Waterloo Symphony and the Canadian Clay and Glass gallery to name a few.

In February of last year Win left this world leaving behind her wisdom and enthusiasm for life with those she worked so closely with over the years. Her philanthropic legacy lives on through the Keith and Winifred Shantz Fund for the Arts.

www.kwcf.ca 10 The Kitchener and Waterloo Community Foundation takes investing in the community seriously. Since 1984, your community foundation has been supporting local organizations through grant making, fostering relationships between community groups and highlighting those areas of the community that need the most support.

# of Organizations supported (2012) In 2012 The KWCF embarked on its first year of focused grant making. The purpose: to utilize the Foundation’s shift in priorities to have more impact with the grants we 190 distribute out to the community. The call for applications went out in the Fall, and past grantees and other local charities were invited to attend information sessions to learn about the new granting priorities: % of Grants in priority areas of WRVS Arts and Culture, Getting Started (in this community and in life) and Health and Wellness. Each of these streams support the over arching areas of Belonging and Leadership. 63% KWCF Staff worked with our Community Fund Grants Committee to select projects that demonstrated the ability to make lasting impact in one of the priority areas. You’ll read about some of the projects supported by The KWCF’s Community Fund, and the impact Total Grants out to the community that The Foundation’s investment will have in our community, in the coming pages. since inception $29.5M

To be effective, a community foundation must • We understand our communities understand its role in helping communities • We create opportunities for dialogue meet their unique challenges. The following and inclusion principles help guide The Kitchener and • We grant for breadth and impact Waterloo Community Foundation to make • We learn and share what we know a lasting difference in our community. • We are responsive and accountable Investing Together really is better

One of the things that make Waterloo Region unique is the diverse cultural groups that make up our population. Many of these wonderful cultures each have supportive groups that run activities or programs. Programs and groups such as the African Canadian Association, the Coalition for Muslim Women or the South Sudanese group often struggle for resources such as meeting space, governance and administrative consultation and networking opportunities.

Enter KW Counselling Services.

Since 2011 KW Counselling Services’ Together is Better Program has been successfully assisting these smaller multicultural groups increasing not only their sustainability, but their impact in the community. Providing these small groups with their basic infrastructure needs allows them to focus on what’s For more information on the really important; those programs and events that engage the different Bridging Resources program visit: www.kwcounselling.com. ethno-cultural sectors of our community. By supporting the Together is Better program with grant dollars from our Community Fund, The Foundation is essentially helping the next generation of community leaders become engaged, connected and feel like they belong in this community.

The KWCF has been on board with this program from the beginning, and now KW Counselling is taking their support of these groups to the next level. In addition to the essential needs that they are addressing such as meeting space, they are facilitating networking opportunities between the groups and the Bridging Resources Committee. This committee is a collaborative between KW Counselling Services and the KW Multicultural Centre, and works with new and existing leaders from the various multicultural groups to promote a sense of belonging in this community.

Working together, these groups are able to maximize their impact and grow leaps and bounds beyond what they would be able to on their own, proving that working together really is better.

13 We Build. We invest. We Lead. Partnership Grows Food Education to New Heights

Two unlikely partners have taken a passion for community building, environmental stewardship and sustainable food production and together have grown it into something spectacular.

The Hacienda Sarria and The Working Centre have come together to create the Hacienda Sarria Market Garden and to offer fresh fruits, vegetables and flowers to the downtown core. Designed as a “teaching garden” the Hacienda Sarria Market Garden also offers hands on learning opportunities for youth and newcomers to this community through their volunteer program.

“There are many advantages to this great project,” shares Rosemary Smith, CEO of The KWCF. “The community now has a garden less than three miles away from the downtown core and the produce is being sold to local restaurants that support buying locally grown food.” St. John’s Kitchen is able to incorporate the fruits and Visit the Working Centre’s website at: veggies as a part of their lunches so residents that use their services are also www.theworkingcentre.org for more finding out about the benefits of fresh local fruits and vegetables. information on how to purchase your share! When looking to expand and keep up with proper maintenance, the Working Centre sought out The KWCF for funding. The program ties in well with the new refined focus of the Community Fund, addressing two key issue areas, of Getting Started and Health and Wellness. “We were very excited to support this initiative” adds Smith. “When you see two organizations coming together to create such an impact in our community, it’s a great example of the power of collaborations.”

Market produce is available between June and October, and the public can purchase CSA’s or Community Supported Agricultural shares through the Working Centre for vegetables, and flowers for a weekly or bi-weekly supply each spring.

www.kwcf.ca 14 Waterloo Region has a history of innovation, and despite its rapid growth, maintains a strong commitment to community. The KWCF is proud to act as a catalyst to encourage discussion on key topics, ENGAGE FUTURE LEADERS IN PHILANTHROPY, AND WORK TOWARDS DEVELOPING A COMMUNITY WITH A SENSE OF BELONGING, WHERE everyone can truly make a lasting difference.

# of Engage! KW Program Alumni The KWCF has worked hard to engage the citizens of Kitchener, Waterloo and area to participate in our leadership initiatives, and 2012 was a year of firsts and a time of celebration 88 for your community foundation. The first Waterloo Region’s Vital Signs® Priority Report was launched in the fall alongside the announcement of our latest philanthropic tool, the Centre for Community Knowledge (CCK). Total # of Kindness Krews The Engage! KW program reviewed its recruitment process and undertook a more robust program for our community’s emerging leaders. And Random Act of Kindness Day® 145 celebrated it’s fifth anniversary, with a new lunch-time celebration of kindness. This and more is highlighted in the coming pages. If you want to learn more about any # of profiles on the CCK of our leadership initiatives, visit www.kwcf.ca. 32

To be effective, a community foundation must • We build community vitality understand its role in helping communities • We understand our communities meet their unique challenges. The following • We create opportunities for dialogue principles help guide The Kitchener and and inclusion Waterloo Community Foundation to make • We tackle pressing issues a lasting difference in our community. • We learn and share what we know Leading Connecting Philanthropists to Community Need

The KWCF recognizes that knowing key areas of need in our community is only half the battle when trying to make a difference. The other half is knowing where and how local organizations addressing these needs require support. The question often asked following the release of a Vital Signs report is ‘This is great information but, what’s next? How can I make a difference?’

The Centre for Community Knowledge (CCK) was designed to directly address that question. It also tackles another need in the non-profit sector – the ability for charitable organizations to tell their stories.

Through an extensive training program coordinated by The KWCF in partnership with Capacity Waterloo Region, local non-profits are given a page on the online CCK portal to reach out and tell their stories and connect with philanthropists New organizations are joining the CCK every who are looking to make a difference in our community. The training program four months. Check out www.cckwr.ca often for focuses on three key areas: storytelling, video creation and platform updating. new stories and the latest round of participants! Each of these areas, while critical to the success of the platform, also teaches The CCK is funded by: the organizations transferrable skills that they can use outside of their work with the CCK.

Following the training sessions, participating organizations are able to showcase current projects in need using video, photos and text. All projects address issues identified in theWaterloo Region’s Vital Signs report. They create dynamic and engaging web pages with all the information donors, volunteers or the public needs to know in a order to get involved.

The Centre for Community Knowledge is for everyone. It provides donors, volunteers, fund holders, media, members of the public and community organizations the knowledge about new initiatives making this Region the best it can be. By being the intermediary between local organizations and the citizens in our community we hope the CCK is a place where everyone will be inspired to take action.

17 We Build. We invest. We Lead. CELEBRATING 5 YEARS OF KINDNESS

The message for Random Act of Kindness Day® (RAK Day) is simple; do something nice for someone and ask nothing in return except that they do something nice for someone else.

Five years ago, a group of dedicated community volunteers gathered together to celebrate the first ever RAK Day here in Kitchener, Waterloo and area. A half a decade later, our community is celebrating the importance of kindness once again.

Each year since 2010 teams of 2–4 volunteers have ventured out into our community bright and early on Random Act of Kindness Day® morning. Each team’s objective: to perform random acts of kindness triggering a chain of kind acts throughout the area.

The organizing committee and foundation staff were overwhelmed by the response from the community. A record number of teams participated in Kindness Krews in what The Foundation hoped would be a successful 5th Anniversary celebration. On November 9th, 145 Krews went out into the community and performed 50 or more acts of kindness. With each team performing their 50 acts, that’s close to 7000 acts of kindness that happened around Kitchener, Waterloo and area. What a demonstration of caring and kindness in our Region!

The astonishing numbers of volunteers weren’t the only story for the milestone year. To help celebrate RAK Day the community was invited to attend a lunch-time Celebration of Kindness event. In its inaugural year, this event played host to a Taste of Downtown, sponsored by the Downtown Kitchener BIA, where 10 downtown food vendors provided lunch to the public. The lunch-time celebration, which also included a musical performance by Scotty James, children’s activities supported by the KW Art Gallery, Kitchener Public Library, the Smile Epidemic, face painting and more was well attended by the community at large.

The lunchtime event is an opportunity for our community to come together and celebrate heartwarming stories, while having some fun and connecting with each other, right in the heart of the city.

Mark your calendars for RAK Day 2013 on November 1st. To learn more about how you can participate in this heartwarming event, visit www.kwcf.ca/kindness

www.kwcf.ca 18 The Priority Report

Back in 2011, The KWCF and the Cambridge & North Dumfries Community Foundation performed a full evaluation of the Waterloo Region’s Vital Signs® project.

The Foundations asked key questions about the report’s use, and what improvements could be made. The responses spoke loud and clear. The community needed more information, more time and a more in depth look at the key priority areas.

Hearing the community’s needs, the two community foundations worked to create the first Priority Report. Released in October, this in depth report told a story about the community showing that as we grow in size and become more urbanized, we are slowly becoming less special.

The report highlighted the community progress in the four key areas of belonging and leadership, arts and culture, getting started and health and wellness. The cities’ and Region’s support in arts and culture, our incredibly diverse population, along with our renewed focus on eating and buying fresh local foods are a few of the The release of the 2012 Priority Report closes success stories we shared. the three-year cycle that began in 2010. Watch for the release of the new full Waterloo Region’s These achievements give us an opportunity to celebrate, but as in past, there Vital Signs report in October 2013. is more to learn about how we, as a community, can improve.

For more information on the Vital Signs The Priority Report illustrates a community where people have a declining project visit: www.wrvitalsigns.ca. sense of community belonging and feel like they are unable to make a difference. Leadership in the non-profit and public sectors does not match the diversity of our community. Attendance at cultural events is low, often because the community is simply unaware of what’s going on, resulting in low ticket revenue and a strain on arts and culture organizations for funding. The report dives deeper into understanding the nature of these issues, and how they are connected.

“The more we examined each of the four key areas, the more we realized that none of the areas in need of attention are truly isolated.” shares Rosemary Smith, CEO of The KWCF. “All of the priority areas exist in an interconnected network. They effect and are affected by each other. This is referred to in the report as triangulation; the idea that you cannot address these issues in an isolated sense, and that from PRIORITY REPORT time to time we have to take a step back and look at the big picture.”

19 We Build. We invest. We Lead. ENGAGING OUR FUTURE LEADERS

The Engage! KW Philanthropic Leadership program began its third year in the Fall of 2012. Young leaders spanning multiple sectors gather monthly between October and April to expand their knowledge of not only their own goals and values, but of the non-profit sector through hands on group work with local charities.

With a renewed focus on storytelling, this past year included a diverse group of leaders that ranged in age, education level, community engagement and philanthropic activities. The 29 Engage! KW participants were split into six groups and were matched with local charitable organizations to address issues they are currently facing. This hands-on working project tackles issues currently facing these organizations. Mentored by alumni from last year’s Engage class, the groups worked with the non-profits to learn about the challenges. They worked together to determine creative solutions and present their findings back to the organization. It has been a great learning experience for all and The Foundation has received To learn more about the Engage! KW, positive feedback both from the Engage! KW participants and the organizations visit The KWCF’s website at themselves about the benefits of this project. www.kwcf.ca and click on LEADING or call (519) 725-1806. Thanks to the local organizations that participated in the Engage! KW group project:

• The MayCourt Club • THEMUSEUM • The Family Centre • Pat the Dog • Capacity Waterloo Region • Centre for Community Knowledge

The Foundation is proud of what the Engage participants are doing with the local non- profits. No matter what challenges they faced, the groups pull together to find solutions, and have learned the value communication, problem solving and the opportunities that can arise when working with volunteers. The Engage! KW program is an integral part of the work we do to support this community. With skills developed through programs such as Engage!, the alumni will play a big part of the future of this Region.

www.kwcf.ca 20 FUNDS Market value as of December 2012

The "50" Plus Team Fund 319,575.10 Intentions of A and M Fund 139,638.99 Alex Schmidt Memorial Fund 45,508.23 Jenkins Sauer Fund 21,444.85 The Alice (Braley) Judges - Walter Judges Fund 358,133.39 The Jim and Sandy Beingessner and Family Fund 333,855.17 Amy Hallman Snyder Award Fund 27,511.58 The Jim and Sue Hallman Family Fund 639,872.52 Ann Frank Fund 31,125.56 The Jim and Sue Hallman Family Funds for Distribution Anselma House Endowment Fund 26,997.12 John A. McLennan Family Fund 274,077.32 Art Investment Fund 2,245.25 The John A. Pollock Family Fund 5,189,907.89 Audrey and Gerald Moser Trust 222,393.13 The John R. Robins Fund 102,855.23 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund 11,559.75 Junior Achievement Terry Burch Memorial Fund 34,154.73 Big Sisters Endowment Fund 53,082.28 Keith and Winifred Shantz Fund for the Arts 2,069,435.70 Brenda & Peter Hallman Family Fund 666,863.15 Ken Murray Fund 608,135.54 The Brian Fisher Family Fund 164,546.89 Ken Murray Fund - Funds for Distribution The Brian Fisher Family Fund – Funds for Distribution KidsAbility Foundation Endowment Fund 705,896.28 The Christine Fisher Memorial Student Award Fund The Kitchener-Conestoga Rotary Dream Home Fund 224,395.27 The Nancy Paul-Fisher Memorial Fund The Kitchener Rangers Hockey Club Scholarship Fund 463,191.11 Brush with Art Visual Arts Fund 38,900.86 Kitchener Sports Association Legacy Fund 106,980.46 Bryce and Nancy Walker Family Fund 76,868.95 Kitchener Sports Association Legacy Fund - Funds For Distribution Canadian Clay and Glass Endowment Fund 402,799.73 The KWCF Operating Endowment Fund 123,359.92 The Charles E. Heller Fund 117,356.07 K-W Corporate Challenge Fund 146,465.46 Child Witness Centre - Balsillie Endowment Fund 49,146.54 Landmann Family Fund 878,205.59 The Choices Fund 159,783.84 Landmann Family Fund - Funds for Distribution The David and Eleanor Yach Family Fund 250,249.19 Lions Club of Kitchener Community Service Fund 15,328.46 David Clare & Susan Ferne Bender Family Fund 97,008.58 Lonsdale and Roberta Schofield Fund 553,660.59 Dorothy Shoemaker Literary Award Fund 112,825.54 The Lyle S. Hallman Fund 1,361,986.89 Dr. John D. Stewart Fund 110,053.05 The Mac Voisin Scholarship Series 62,281.50 Emmerton Fund 205,160.18 Marianne and Jim Erb Family Fund 59,175.65 Erb & Good Family Funeral Home Community Fund 63,777.47 McMurtry Family Fund 638,176.06 Eric and Muriel Misch Family Fund 79,192.17 The Moe Norman Memorial Fund 142,733.55 Ernest Kendall Award Fund 26,104.67 The Motz Family Endowment 1,268,411.38 Esther Bingeman Gascho Fund 51,841.16 Murray Fried Fund 206,230.32 The F. P. Schneider Memorial Fund 94,640.56 The Musagetes Fund 8,131,786.00 Florence Louise Marsland Fund 295,932.31 Music Fund 115,300.44 The Franbar Fund 308,425.11 Nancy Borusiewich Fund 15,082.02 France-Anne Sweeny "Making A Difference" Fund 200,999.51 NHLPA Dan Snyder Memorial Student Award Fund 106,409.24 France-Anne Sweeny "Making A Difference" Fund - Funds for Distribution Ormston Family Fund 278,104.74 From a St Jerome's Boy Fund 590.65 Palliative Care Fund 239,059.03 George Cluthe Fund 209,780.35 Parents for Community Living Robert Denomme Fund 69,345.20 Grand River Conservation Fund 30,147.01 Paul Kuntz Legacy 104,831.37 Harold and Gloria Chapman Family Fund 66,556.12 Paul Kuntz Legacy - Funds for Distribution Hartman and Brenda Krug Family Fund 73,542.37 R. Jack Middlemass Memorial Scholarship Fund 88,347.95 The Hilde English Memorial Fund 39,710.67 Retired Business & Professional Men's Club of K-W Fund 22,898.20 Homer Watson House & Gallery Endowment Fund 34,264.11 The Robert Caldwell Fund 11,980.32 Hospice of Waterloo Region Endowment Fund 11,497.40 Rosalind & Dieter Kays Family Fund 48,809.83 The Howard G. Schneider Cancer Care Fund 64,933.14 The Ryther Fund 66,723.35 Hughraine Fund 786,621.63 The Savvas & Lenia Chamberlain Fund 239,169.23 School Sisters of Notre Dame Legacy Fund 290,506.70 Scouts Canada - North Waterloo District Endowment Fund 46,665.92

21 We Build. We invest. We Lead. Note: Fund Names colour indicate a new fund in 2012. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.

Sharon and Paul Good Fund 58,570.94 The YWCA Fund 1,498,123.91 Social Venture Partners Waterloo Region Fund 100,293.02 The YWCA Mary’s Place Fund Social Venture Partners Waterloo Region Grant Fund Social Venture Partners Waterloo Region Operating Fund The Spinnaker Fund 1,097,758.63 The Community Fund St. Mary's General Hospital Foundation Physician's 78,277.45 Total Community Fund 14,862,584.78 Endowment Fund Community Fund Stabilization Fund Steffensen Family Fund 274,599.52 Community Fund Strategic Granting Fund The TD Bank Financial Group Employees Endowment Fund 41,163.84 TD Canada Trust Merv Lahn Community Development Fund 541,563.17 The Ted and Andrea Witzel Family Fund 39,474.96 Named Funds in the Community Fund True Sport Fund 47.77 Dare Family Trust 1,435,000 United Way 1,794,207.86 A. Edward Johnson 843,100 United Way Capacity Fund BF Goodrich Foremen’s Club 285,226 United Way Families and Children Fund Keith Shantz Memorial Fund 200,000 United Way Rod Cleaver Memorial Fund J.T. “Sam” Hill Fund 165,720 United Way Seniors at Risk Fund Roy Ellsworth Jefferson Estate Fund 137,886 United Way Strip Bond – Rod Cleaver Memorial Fund Trillium Estates Limited Fund 70,000 United Way Susan Harkins Innovation Fund Brian & Irene Allison Fund 42,264 University of Waterloo Research and Technology Park Activities 87,092.16 Roland & Dae Harris Fund 40,200 Committee Fund Gary F. Parker and Family Fund 33,115 Unsung Hero's Fund 23,918.79 Kitchener Mayor and Council Fund 25,835 The Uptown Waterloo Jazz Festival Endowment Fund 34,514.58 Ross Edward Hahn 21,520 The Urie A. and Dorothy M. Bender Endowment Fund 70,477.88 Ross Arthur Bergey 15,000 The Victoria D'Agostino Children's Benefit Fund 130,792.49 Ronald and Mabel Dalton Fund 13,950 The Victoria D'Agostino Children's Benefit Fund – Jonas Bingeman Fund 10,832 Funds for Distribution Gordon A. MacKay Fund 10,229 Wagner Livock Fund 25,549.40 M. Grace Schmidt Fund 10,000 The Walter A. Bean KWCF Scholarship Fund 83,194.12 Howard Jasper Fund 5,568 The William Roberts Family Fund 12,585.84 John M. Harper Fund 5,525 The Woolwich Community Fund 217,023.45 Deer Ridge Golf Club Endowment Fund 5,000 Fountain of Memories Award Pearl Weber Estate 5,000 Walter and Florence Martin Endowment Fund 107,124.18 Keith and Bobbie Gummow Fund 2,950 Waterloo Region International Plowing Match 1995 Fund 317,933.68 The William D. and Deen Smith Fund 2,300 Waterloo Region Record Literacy Fund 102,929.14 Robert Warren Learning Legacy Fund 497 The Waterloo Region Record - Lyle S. Hallman Foundation 1,756.94 Kids to Camp Fund Waterloo Region Resiliency Fund 20.34 Westfall and Hill Family Fund 252,193.63 Westmount Golf Club Charity Fund 625,343.14 Westmount Golf Tournament Charity Fund Westmount Golf Club Charity Fund – Oktoberfest Charity Pro-Am Golf Tournament Fund WPL Endowment Fund 187,776.51 WPL Summer Reading Club Fund Youth Advisory Council (YAC) Fund 41,827.04 Youth in Recreation Fund - Ontario Endowment 951,412.29 for Children and Youth in Recreation Fund

www.kwcf.ca 22 DONORS Accumulated Donations to December 31, 2012 – Over $5,000

Donors are the lifeblood of philanthropy in our Economical Insurance Group Waterloo Public Library community. At The Kitchener and Waterloo Barry & Shirley Humphrey Waterloo Region Record Community Foundation we make it easy for people Estate of Walter Colin Judges David J. Westfall to build a legacy of giving and support the causes KidsAbility Foundation David & Eleanor Yach they care about most. Kitchener Rangers Hockey Club Florence L. Marsland* Donations $50,000 – $99,999 The KWCF is very grateful for the confidence our Margaret A. Motz Anonymous (2) donors have in our ability to serve our community Paul J. & Catherine Motz “50” Plus Team – now and into the future. Notre Dame Foundation Inc. Rick Barfoot & Patricia Cooper Barfoot Ontario Endowment for Children Collin G. Baxter *Deceased & Youth in Recreation Walter A. Bean* Lonsdale* & Roberta Schofield Urie A. & Dorothy M.* Bender Donations over $10,000,000 Gert & Jean Steffensen William J. Bernhardt Michael Barnstijn & Louise MacCallum Waterloo Region International Plowing Harold & Gloria Chapman Match Committee Brian Fisher Family Donations over $5,000,000 Westmount Golf & Country Club Paul & Sharon Good John A. & Joyce Pollock Keith Gummow Donations $100,000 – $249,999 Kitchener Sports Association Donations over $1,000,000 Anonymous (3) Hartman H. L. & Brenda Krug Anonymous David Clare & Susan Ferne Bender Dr. Desta Leavine Dare Family Trust Alice E. Brown Estate of Stella Mann Jim & Sue Hallman Canada Trustco Mortgage Company Manulife Financial Lyle S. Hallman* Estate of George Cluthe Walter Martin Estate of Keith M. Shantz Cober Evolving Solutions Beverley L. Middlemass United Way of Kitchener Waterloo & Area Community Foundations of Canada Eric* & Muriel Misch YWCA of Kitchener Waterloo Estate of Thelma Emmerton Oktoberfest Charity Pro-Am Estate of Murray Fried Golf Tournament Donations of $500,000 - $999,999 Greater Kitchener-Waterloo Chamber Charles M. W. Ormston Anonymous of Commerce John H. & Janet Panabaker Brenda & Peter* Hallman Estate of Charles Heller Planned Parenthood Waterloo Region Estate of A. Edward Johnson J.T. (Sam)* & Jane Hill RBC Investments Donald S. McMurtry & Gloria J. Howe Estate of Roy Ellsworth Jefferson Estate of John R. Robins Kenneth G. Murray Irma Karley* Irene Rooney Vermont Community Foundation Kitchener-Conestoga Rotary Club Ross & Doris Dixon Charitable Paul Kuntz* Foundation Donations $250,000 – $499,999 John & Carla McLennan Betty Schneider French Anonymous Gerald P. & Audrey* Moser Spaenaur Inc. Jim & Sandy Beingessner Estate of Murray H. (Moe) Norman St. Mary’s General Hospital Foundation BF Goodrich Foremen’s Club Marguerite & Ian C. Ormston* Estate of Eva Gladys Stoltz Ann E. Bradley Frederick P. Schneider* TD Bank Financial Group Alex & Trish Brown Winifred Shantz* Toronto Community Foundation Canada Trust Merv Lahn Community Dorothy Shoemaker* University of Waterloo – Research+Tech Development Fund Dr. John D. Stewart Park Activities Committee Canadian Clay & Glass Gallery Sun Life Financial Bryce & Nancy Walker Dr. Savvas & Lenia* Chamberlain Trillium Estates Ltd. Estate of Ruth Werlich William H. Kaufman Inc.

23 We Build. We invest. We Lead. Donations $25,000 - $49,999 The Walter Bean Grand River Mike Forristal Brian & Irene Allison Community Trails Foundation Robert D. Frank W. Donald Bean Stanley R. Weber Estate of Reginald J. Friesen Big Brothers Big Sisters of Kitchener- Ralph & Hazel Westfall William & Clare Fuller Waterloo & Area Ted & Andrea Witzel Estate of Raymond T. Gibney J.F. Brooke The Woolwich Community Fund Mark & Jenny Guibert Ted & Mary Brough Zehrs Markets Ltd. H.L. Staebler Co. Ltd. Brush With Art Committee Murray & Merle Haase David & Lina Caputo Donations $10,000 – $24,999 George Hahn City of Kitchener Anonymous Estate of Ross Edward Hahn Conestoga College Mac Voisin John S.* & Marjorie Acheson John M.* & Mary Harper Scholarship Series Anselma House Highland Road United Church Erb & Good Family Funeral Home Robert M. & Judith Astley Richard & Penny Hobson Jim & Marianne Erb ATS Automation Tooling System Inc. Gerald A. & Margie Hooper First Echo Group Inc. Jim & Heidi Balsillie David & Judy Horman Jack & Margaret Forbes Bell Canada Dr. Roderick & Alberta Jack Ralph & Phyllis Forbes Estate of Ross Arthur Bergey Timothy J. Jackson Esther E. Gascho Dora Bingeman Howard* & Pat Jasper Grand River Conservation Foundation Bingemans Inc. Wilfred & Cathie Jenkins Wendy Hallman Dr. Michael & Gay Booth Arthur & Anna Jones Estate of Roland A. Harris Boston Pizza Foundation Ernest Kendall* Susan Harkins* Douglas G. Brock KidsAbility Centre Homer Watson House Foundation Budd Canada Inc. Robert M. Kilborn Junior Achievement of the Waterloo Centre For International Kitchener Beverages Ltd. Region Inc. Governance Innovation Kitchener Waterloo Civitan Club Dr. Dieter & Rosalind Kays Child Witness Centre of KPMG Foundation Estate of Henry Knell Waterloo Region Mary & Robert* Kuntz Gordon A. Mackay* Anthony Christie Myra Lahn Mark-Milne Inc. Penny Cleaver Gary Levene & Deborah Eisenberg Mersynergy Charitable Foundation Cora Group Inc. Lions Club of Kitchener William & Doreen Motz Matthew Cowan & Inga Rinne David & Janice MacIntosh Dr. Peter H. Nash* & Ann Frank Steven & Sandra Currie Jonathan MacNaughton Ormston Family Charitable Foundation Edward and Martha D’Agostino Richard Manning & Estate of Marguerite Ormston Ronald & Mabel Dalton Holly Harkins Manning Gary F. & Susan Parker Leo & Laura Del Bel Maple Leaf Consumer Foods Inc. Estate of Helen I. Pollock Deloitte Adam & Noreen Marchand Sandra A. Reid Peter & Gisele Denommé Mark Eamer Professional Estate of Ida K.I. Sanford Dorothy M. Elliott Corporation Scouts Canada - North Waterloo District Kevin & Teresa Elop Margaret & Larry Marsland Peter & Elizabeth Sims Dr. John R. & Hilde* English Bruce Martin Paul Sweeny & Marie-Josée Equitable Life of Canada John* & Mary Ann Martin Boily Sweeny Fashion Show Funds, Ontario Endowment Keith Martin & Jackie Hatherly-Martin Dr. David Taylor for Children & Youth Timothy & Nora Martin Uptown Waterloo Jazz Festival Inc. Michael & Carol Ann Fitzpatrick Mark & Helen McArdle Karin Voisin Patrick J. Flynn Richard G. Meunier

www.kwcf.ca 24 Paul & Lucille Mitchell Donations $5,000 - $9,999 James & Sandra Hill Gary & Karen Mottershead Randy Adams Hi-Tech Hockey League Jacqui Murphy Steve & Vera Aldersley Hogg Fuel & Supply Dr. Warren & Mary Ober BDO Dunwoody LLP Imasco Limited Oldfield, Greaves, D’Agostino G. Robert & Noreen Blake Joseph E. Seagram & Sons Ltd. Ontario Plowmen’s Association BLM Group Inc. James & Lee Kay J. Terence* & Margaret Osbourne BMO Employee Charitable Foundation John Kendall David Paleczny & Mary Reynolds T. Larry Bourk David Kerr John & Ruth Pratten Ed & Eleanor Brubaker Kitchener - Waterloo Oktoberfest Ingrid Pregel David & Millie Buehlow – Oktoberfest Haus Programmed Insurance Brokers R.M. Buie Iain Klugman Alan & Susan Quarry Robert C. Caldwell Carl* & Jean Knell Philip & Carole Rason William S. Carter Jim & Heather Lackner James F. Robertson Chubb Insurance Company of Canada George W. Lange Brian & Mary Ann Ruby Cloverleaf Charitable Foundation Lear Corporation Canada Ltd. Estate of Martha Grace Schmidt Horace & Rita Coelho Linwood & District Lions Club Edward W. Schooley Coldwell Banker Peter Benninger Realty Michael J. Marshman Schorn Consultants Inc. Conestoga-Rovers & Associates Ltd. Marion Martin Estate of Carol Winifred Shields Manfred & Penny Conrad Harvey Ian McIntosh Glenn E. Smith Cowan Benefits Consulting Ian McLean Daintry Snyder Don* & Marilyn Craig McNeil Consumer Healthcare Jeffrey D. & Jean Stacey Crawford Adjusters Canada Inc. Miller Thomson LLP Bryan D. & Joan Stewart Crompton Co. William A. Moeser* Robert L. Strouth* Mary D’Alton Lori Morin The Regional Municipality of Waterloo Eleanor M. Davidson Kevin P. Mullan Elizabeth & Keith* Thomas Deer Ridge Charity Golf Tournament Netwerx Media Solutions Inc. Bertha K. Thompson Steve & D’Arcy Farlow Ontario Die International United Way of Cambridge and Nyle H. Futher Ontario Seed Co. Limited North Dumfries Mike Galbraith Avvey Peters & David Drewe Lorne Underwood* Raymond T. Gibney* Thomas & Margot Pick Frank Voisin Rodney N. Goetz Pollock and Williams Limited Mac Voisin Lloyd & Linda Gower Ronald Pond Wagner Livock & Associates Financial Gowling Lafleur & Henderson LLP Retired Business & Professional Services Inc. Dorothy Greb Men’s Club Karl H. Wahl* Arthur H. Hahn Richard Ivey Foundation Waterloo Lions Club Jac N. & Kusum Hanemaayer Gordon & Jean Riedlinger Waterloo Manufacturing Company Ltd. Estate of Martha M. Hauck Trent Robinson Tracey Weiler Donald Haycock Craig Robson Nola Young H.B. Gordon Education Foundation Frank Rovers Ziggy’s Cycle & Sport Ltd. William R. Henderson Royal Trustco Vivian Zochowski Pat & William* Herzog John W. Rumpel

25 We Build. We invest. We Lead. S-S Technologies Mary Buhr There are several ways to give to The Kitchener Edward G. Schafer Penny Cleaver and Waterloo Community Foundation. As a Ron Schwark Keith Gummow donor, you can choose the type of donation Karen Scian Carl & Joyce Heck that best meets your financial needs and S.G. Cunningham (Kitchener) Gerald A. Hooper personal wishes. For more information about Limited James Hummel types of gifts you can make to The Foundation, Rosemary W. Smith Owen Lackenbauer please call (519) 725-1806 or visit our website Harold F. Snyder* Gordan A. Mackay* at www.kwcf.ca Wayne Snyder Wayne & Diane Moser Lindsay & Louise Somerville Kenneth G. Murray Dr. Donald Spink Lois Norris & Leonard Donald S. Sykes* VanWonderen Gerald & Susan Taylor Milne & Mary Louise Oakes Ellen Todd Alan Quarry Anne Trussler James F. Robertson David P. & Kitty Uffelmann Edward Rooney Scott Uffelman Irene Rooney Terry & Tatyanna van Lenthe Ross & Doris Dixon Charitable Elizabeth Walter Foundation Don E. Weaver* Karen Scian Janice & John* Weber William D. & Deen Smith Estate of Pearl Weber John Thompson & Brenda Weber Supply Company McTearnen Larry Williamson David P. Uffelmann Words Worth Books Ltd. Karin W. E. Voisin Bob & Georgina Wagner Trust Legacy Leaders Dennis & Beverley Watson Donors who have indicated their support Rob & Michele Way to The KWCF through Bequests, RRSP’s, David J. Westfall RRIF’s, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance.

Anonymous (26) *Deceased Brian & Irene Allison Mary Bales Urie A. Bender Fred and Dora Mae Blayney Alice E. Brown Esther Bingeman Gascho Douglas G. Brock

www.kwcf.ca 26 2012 Donations

Hundreds of people from all walks of life donate Richard & Patricia Chambers Michael & Carolyn Ann Fitzpatrick to The Kitchener and Waterloo Community Christopher Chapman Kris Fletcher Foundation each year. These generous gifts enable Dwayne & Kimberly Chapman Patrick & Noreen Flynn The Foundation to support the important work Child Witness Centre Of Glenn & Brenda Foden being done by our local charitable organizations. Waterloo Region John R. Foster The following are donations received in 2012 Robert Clark Raymond Fowler of $100 and over. Philip & Kay Clarke Robert D. Frank Penny Cleaver Vera Gaffney-Aller Advanstar Communications Inc. Cober Evolving Solutions Ann Galea Brian J. & Irene Allison Horace & Rita Coelho Esther E. Gascho Peter & Mary Angus Community Foundations of Canada Don & Beth Gayman Paul & Marlene Atkinson Deborah M. Currie George & Asmussen Limited Avison Young Commercial Real Estate Steven & Sandra Currie Masonry Contractors Rick Barfoot & Patricia Cooper Barfoot Joe Curto Peter Giffen Greg Barratt Lucille M. D’Agostino Ian & Dianne Gilchrist Wendy Beckett Paul Dahmer Graham & Joyce Gladwell Belwood & District Lions Club Danby Products Limited Rodney N. Goetz Bingemans Inc. Eleanor M. Davidson Mark Goliger Dr. Jack Bishop Sara Davies Christopher Govan BlackBerry D’Arcy & Sandy Delamere Government of Canada Blackwell Bowick Partnership Peter & Gisele Denomme Greater Kitchener-Waterloo Robert & Noreen Blake Rick & Chris DeVrye Chamber of Commerce Eric Boily Ali Di Santi Valerie K. Grist R. Lessard Boily Downtown Kitchener BIA Mark & Jenny Guibert Dr. Michael & Gay Booth Dr. Arnold Fleming Dentistry H.B. Gordon Education Foundation Boston Pizza Foundation Professional Corporation H M Advisors Inc. Donald J. Bourgeois & Susan Campbell Eastern Construction Company Murray & Merle Haase James & Jane Breithaupt Jennifer Edwards Jim & Sue Hallman Douglas G. Brock Rob Edwards Brock Hart Edward H. Brough Dr. W. David & Gail Ellis Paul G. Haslam Alex & Trish Brown Kevin & Teresa Elop Robert Heer Alice E. Brown Craig Emptage Paul & Rita Hemmerich Brush With Art Wayne Emptage James & Sandra Hill C.R.A.F.T Development Energy Advantage Jane G. Hill Robert C. Caldwell Walter Enns John & Rosalind Hobson Carolyn Calwell Jim & Marianne Erb Gerald A. Hooper Camino Modular Systems Evenholme Investments Christopher R. Howlett Canadian Clay & Glass Gallery Glenn Faucher Julien Hradecky Lina & David Caputo FHA Inc. Dennis Huber William S. Carter Steve Finlayson Sharon Humphrey Michael Casselman Gerald & Marg Finnen Huron Perth Centre Bernadette Celi Brian Fisher Family Suzanne Hyatt Gordon W. Chambers Mike Farwell Charles & Pam Irwin

27 We Build. We invest. We Lead. Dr. Roderick N. & Alberta Jack Muriel Misch Alan Quarry Timothy J. Jackson & Jane Arnold Mister Safety Shoes Luis Quinteros Dave Jaworsky Hulene Montgomery & Michael D. Graham Qwalify Inc. Wilfred & Cathie Jenkins Chris Moore Rae & Lipskie Investment David John Lori Morin Counsel Inc. Arthur E. & Anna Jones J. Scott & Jane Morley Richard A. Reid Jim Kelly Mallory M. Morris-Sartz & John Sartz Alan & Theresa Reinhardt David Kerr Gary & Karen Mottershead James F. Robertson Jennifer King & Christopher McIntyre Margaret A. Motz Craig Robson Kitchener Sports Association Nadine Mueller & Robert Hooper Peter Roe Matt Koivu Kevin P. Mullan Michael & Pauline Ronzio Roman Kowalczyszyn Mulvey & Banani International Inc. Runners’ Choice Karin & Paul* Kuntz Jacqui Murphy S.G. Cunningham (Kitchener) Limited Owen & Ollie Lackenbauer Kenneth G. Murray Pierre A. Sabourin Larry Lantz Larry E. Murray Henry Schmidt Dr. Desta F. Leavine Stanley & Donna Nahrgang Dr. Gerry & Huguette Schorn Barbara Lindsay Dr. Peter H. Nash* & Ann Frank Karen Scian Linear International Footwear Joe Nestic Peter Senst Richard W. Lishman Ryan Niesen Estate of Keith M. Shantz Tom Little Notre Dame Foundation Inc. Peter H. & Elizabeth Sims Robert Loney Dr. Warren U. & Mary Ober Glenn E. Smith Kerry Long Oldfield, Greaves, D’Agostino, Billo & Nowak Kathleen M. Smith & Ray Teed Lyle S. Hallman Charitable Foundation Murray Oliver Rosemary W. Smith David A. & Janice MacIntosh Ontario Trillium Foundation Bill & Doreen Smith Jonathan MacNaughton Bulent Pakdil Spaenaur Inc. Manheim Toronto David Paleczny & Mary Reynolds Jeffrey D. Stacey Richard Manning & Holly Harkins Manning John H. & Janet Panabaker Marie Stauch-Sweeny Manulife Financial Dr. A. Pannu Jeff Stephenson Adam & Noreen Marchand Parents For Community Living Dr. John D. Stewart Mark Eamer Professional Corporation Kitchener - Waterloo Inc. Joy Stewart Keith Martin & Jackie Hatherly-Martin Gary & Susan Parker Brian Sweeney Timothy & Nora Martin Steven & Trina Parker Paul Sweeny & Dr. Greg & Leslie Mason Lori Payne Marie-Josée Boily Sweeny Mark & Helen McArdle Avvey Peters & David Drewe Sweeny Sterling Finlayson Ann McBride David Petras & Co Architects Gordon & Fran McConnell Thomas & Margot Pick James & Vikki Tait Cheri McCuaig Preceptor Alpha Sigma Cathy Tavener Harvey Ian McIntosh Preceptor Beta Rho TD Commercial Banking Ian McLean Probus Club of Kitchener-Conestoga Technical Adhesives Menkes-One York Street Inc. Probus Women’s Club of Bill & Joanne Thomson Metal Koting Limited Kitchener-Westmount Ingrid L. Town Beverley L. Middlemass Programmed Insurance Brokers Karen Turner Robert Miller Margaret Quarry Scott Uffelman

www.kwcf.ca 28 2012 Donations

United Way of Kitchener Waterloo & Area Celia Valente Rick Vandermey & Trish McKegg-Vandermey Victoria Star Motors Lynn J. Vincent Mac Voisin Helen M. Wagner Bryce & Nancy Walker Elizabeth Walter Suzanna Walter Mark G. Walters Waterloo Region Record Waterloo Wellington C.A. Association Alistair A. & Alison Watson Mark & Miriam Weber Tracey Weiler David J. Westfall Ralph & Hazel Westfall Tamira Westwood Corinne Wettlaufer Wilkuro Safety Toes Inc. Brian Wilson Duncan & Harriet Winhold Winnipeg Foundation Diane Wolfenden & Stephen Lindt Thomas & Anne Wunder Dr. Peter E. & Judith Wyshynski YWCA Kitchener-Waterloo Donald W. Zehr Lester & Elva Zehr Zehr Management Inc. Ziggy’s Cycle & Sport Ltd. Vivian Zochowski

In addition, 6 anonymous gifts of over $100 were made to The KWCF in 2012.

29 We Build. We invest. We Lead. GRANTS Awarded

Community Fund DONOR ADVISED FUNDS Alzheimer Society of Kitchener Waterloo 3,700 Alex and Trish Brown Family Fund ArtsSmarts - ArtsSmarts Waterloo Region 13,568 Kitchener-Waterloo YMCA 5,000 Bereaved Families of Ontario - Waterloo Region 2,930 Supportive Housing of Waterloo 3,000 Canadian Clay and Glass Gallery 3,065 United Way Kitchener Waterloo & Area 7,000 Capacity Waterloo Region 10,000 Alex Schmidt Memorial Fund Centre For Community Based Research 1,000 Mosaic Counselling & Family Services – Pathways to Education 3,311 City of Waterloo –True Sport Grant Program 15,000 Community Justice Initiatives of Waterloo Region 2,565 Audrey and Gerald Moser Trust J.M. Drama Alumni 5,000 KidsAbility Centre for Child Development Foundation 1,000 Kitchener-Waterloo Counselling Services 25,000 Kitchener-Waterloo Counselling Services 1,000 K-W Working Centre For The Unemployed 28,650 St. Clement’s Parish 1,000 Mennonite Coalition for Refugee Support 3,487 St. Louis Parish 1,000 The Kitchener and Waterloo Community Foundation 14,521 St. Mary’s General Hospital Foundation K-W 2,573 The Kitchener and Waterloo Community Foundation 35,000 The Carmel of St. Joseph 1,000 Social Venture Partners Waterloo Region Brenda & Peter Hallman Family Fund Uptown Waterloo Jazz Festival 4,000 Mennonite Coalition for Refugee Support 10,513 Waterloo Community Arts Centre – 30,000 Rockway Mennonite Collegiate 200 Pat the Dog Playwright Development Centre United Way Kitchener Waterloo & Area 5,256 Waterloo Region Catholic Schools Foundation – 2,340 Women’s Crisis Services of Waterloo Region 3,165 St. Teresa of Avila Catholic Elementary School YWCA Cambridge 3,620 Waterloo Region Catholic Schools Foundation – 2,800 The Brian Fisher Family Fund St. Timothy Catholic Elementary School The Brian Fisher Family Fund Waterloo Region Family Network 11,650 Junior Achievement of Waterloo Region 1,000 The Christine Fisher Memorial Student Award Fund New Canadian Grant Program - Community Fund Grants:* University of Waterloo 3,500 Kitchener-Waterloo Counselling Services – 1,500 The Nancy Paul-Fisher Memorial Fund Coalition of Muslim Women KW Women’s Crisis Services of Waterloo Region 1,500 Kitchener-Waterloo Counselling Services – 1,500 Parents Club for Seniors Speaking Russian The David and Eleanor Yach Family Fund Kitchener-Waterloo Counselling Services – Training for Cultural Groups 1,500 Mosaic Counselling & Family Services - Pathways to Education 4,258 Kitchener-Waterloo Multicultural Centre – Bring on the Sunshine 1,500 Nutrition For Learning 4,258 Kitchener-Waterloo Multicultural Centre – 1,500 David Clare & Susan Ferne Bender Family Fund Tamil Cultural Association of Waterloo Region Grand River Hospital Foundation 500 K-W Working Centre For The Unemployed – 1,500 HopeSpring Cancer Support Centre 1,000 Rohingya Homework Club Hospice of Waterloo Region 500 The Pakistan Canada Association Waterloo-Wellington Counties 1,500 Kitchener-Waterloo Counselling Services 500 Kitchener-Waterloo Multicultural Centre 323 * These grants are provided in partnership with United Way K-W & Area as St. Mary’s General Hospital Foundation K-W 500 a way to help new Canadian groups in KW build their sense of community Dr. John D. Stewart Fund and help them integrate into Canadian life. They are typically grassroots The Kitchener-Waterloo Symphony Orchestra Association 3,500 groups of people who have come together to address a need in their ethnic community. Normally, new Canadian groups are not registered charities, thus, Erb & Good Family Funeral Home Community Fund they are required to partner with a registered charitable organization such Bereaved Families of Ontario - Waterloo Region 1,070 as KW Counselling, Mosaic Counselling or KW Multicultural Centre in Waterloo Region Family Network 1,070 order to receive a grant. The “50” Plus Team Fund Children’s Wish Foundation 4,300 KidsAbility Centre for Child Development Foundation 4,500 Nutrition For Learning 2,070

www.kwcf.ca 30 GRANTS Awarded

Florence Louise Marsland Fund The Jim and Sue Hallman Family Fund KidsAbility Centre for Child Development Foundation 5,156 Mennonite Economic Development Associates of Canada 20,754 The Kitchener-Waterloo Symphony Orchestra Association 5,000 Lutherwood Child And Family Foundation 24,542 The Franbar Fund Family & Children’s Services of WR 24,542 Grand River Hospital Foundation 10,485 John A. McLennan Family Fund From A St. Jerome’s Boy Fund Amici Camping Charity 2,500 Waterloo Region Catholic Schools Foundation 2,000 Grand River Hospital Foundation 4,000 KidsAbility Centre for Child Development Foundation 1,500 Harold and Gloria Chapman Family Fund Nutrition For Learning 1,325 K-W Working Centre For The Unemployed - Neruda Productions 400 Lisaard House Charitable Foundation 400 The John A. Pollock Family Fund Art Gallery of Ontario 10,000 Hartman and Brenda Krug Family Fund Cambridge & North Dumfries Community Foundation 12,850 St. Mary’s General Hospital Foundation K-W 1,000 Cambridge Memorial Hospital Foundation 10,000 The Hilde English Memorial Fund Canadian Clay and Glass Gallery 3,000 Wilfrid Laurier University 1,000 Createscape Waterloo Region - Creative Waterloo Region 10,000 Hughraine Fund Services Organization Amnesty International Canadian Section 2,942 Grand River Conservation Foundation 10,000 Canadian National Institute for the Blind-Ontario Division 4,013 Harvard Business School 4,000 Canadian UNICEF Committee 2,943 Junior Achievement of Waterloo Region 7,000 Canadian Warplane Heritage 535 Kitchener-Waterloo Art Gallery 3,000 Elora Bethany Pastoral Charge 2,942 Perimeter Institute 10,000 Engineers Without Borders Canada 1,070 rare Charitable Research Reserve 2,300 Farm Radio International 535 The Kitchener-Waterloo Symphony Orchestra Association 3,000 Guelph-Wellington Women In Crisis 803 United Way Kitchener Waterloo & Area 2,000 Hamilton Health Sciences Foundation 803 United Way of Cambridge and North Dumfries 2,000 Kitchener-Waterloo Access-Ability 2,942 University of Waterloo 10,000 Street Kids International 2,943 Waterloo Region Hospitals Foundation 15,000 The Kitchener-Waterloo Symphony Orchestra Association 535 Waterloo Region Museum 10,000 The Leprosy Mission Canada 2,943 Wilfrid Laurier University 51,000 The Ontario Educational Communications Authority (TVOntario) 803 Ken Murray Fund The Jim and Sandy Beingessner and Family Fund Grand River Conservation Foundation 2,000 Elizabeth Fry Society Hamilton Branch 300 Guelph Chamber Choir 1,500 Equestrian Order of Holy Sepulchre of Jerusalem 750 Queen’s Theological College 15,000 Lieutenancy of Eastern Canada Stratford Shakespearean Festival of Canada 3,000 Grand River Conservation Foundation 500 The Kitchener-Waterloo Symphony Orchestra Association 5,500 Guelph Community Foundation 1,000 The University of Guelph Ecumenical Campus Ministry 1,500 Guelph Youth Singers 1,000 Three Centuries Festival - Elora Festival 3,500 Junior Achievement of Waterloo Region 2,000 United Way Guelph Wellington Dufferin 2,000 K-W Working Centre For The Unemployed 250 Wilfrid Laurier University 8,000 Our Lady of Lourdes Parish 700 K-W Corporate Challenge Fund Right to Life Association of K-W & Area 200 Grand River Hospital Foundation 5,000 St. Jerome’s University 1,000 Landmann Family Fund St. Mary’s General Hospital Foundation K-W 700 Bereaved Families of Ontario - Waterloo Region 2,000 The Kitchener-Conestoga Rotary Club 420 Kitchener-Waterloo YMCA 1,000 The Kitchener-Waterloo Symphony Orchestra Association 1,000 Lost & Found Theatre 4,000 The May Court Club of Kitchener-Waterloo 500 Missing Children Society of Canada 1,000 University of St. Michael’s College 1,000 Reaching Our Outdoor Friends (ROOF) 2,000 Trillium Gift of Life Network 1,000

31 We Build. We invest. We Lead. Lonsdale and Roberta Schofield Fund The Ryther Fund K-W Pregnancy Resource Centre 1,158 Lisaard House Charitable Foundation 1,946 K-W Working Centre For The Unemployed 4,221 The Savvas & Lenia Chamberlain Fund Reaching Our Outdoor Friends (ROOF) 4,000 Strong Start Charitable Foundation 8,354 Scouts Canada - Central Escarpment Council – Camp Everton 10,000 Sharon and Paul Good Fund Marianne and Jim Erb Family Fund Alzheimer Society of Kitchener Waterloo 1,000 Waterloo Community Arts Centre 1,000 Grace Lutheran Church 1,000 K-W Habilitation Services– Our Farm Project 1,000 Social Venture Partners Waterloo Region Grant Fund McMurtry Family Fund John Howard Society of Waterloo-Welllington 2,500 Engineers Without Borders Canada 5,000 Strong Start Charitable Foundation 40,000 Kitchener-Waterloo YMCA 5,000 Woolwich Counselling Centre 25,000 Ontario Nature 5,000 rare Charitable Research Reserve 1,500 The Spinnaker Fund United Way Kitchener Waterloo & Area 5,000 Nutrition For Learning - Foodlink Waterloo Region 9,000 Hospice of Waterloo Region 1,875 The Moe Norman Memorial Fund Strong Start Charitable Foundation 1,646 University of Waterloo 1,000 The Hearing Foundation Of Canada La Fondation 12,000 Waterloo Regional Crime Stoppers 3,855 Canadienne De L’Ouie The Motz Family Endowment Community University of Waterloo 13,000 Community Justice Initiatives of Waterloo Region 8,000 Steffensen Family Fund Grand River Hospital Foundation 5,000 United Way Kitchener Waterloo & Area 9,200 Kitchener-Waterloo Multicultural Centre 5,000 The TD Bank Financial Group Employees Endowment Fund K-W Working Centre For The Unemployed–Neruda Productions 8,000 Alzheimer Society of Kitchener Waterloo 1,300 Lisaard House Charitable Foundation 8,000 Mennonite Coalition for Refugee Support 6,000 The Ted and Andrea Witzel Family Fund Reaching Our Outdoor Friends (ROOF) 7,000 K-W Pregnancy Resource Centre 1,342 The Kitchener-Waterloo Symphony Orchestra Association 4,500 University of Waterloo Research and Technology Park The Musagetes Fund Activities Committee Fund ArtsSmarts – ArtsSmarts Waterloo Region 3,000 Kitchener-Waterloo YMCA 5,017 Cambridge Public Library - Cambridge Galleries 2,000 The Urie A. and Dorothy M. Bender Endowment Fund Canadian Clay and Glass Gallery 10,000 DaCapo Chamber Choir 2,400 Contemporary Art Forum Kitchener & Area (CAFKA) 25,000 Grand River Conservation Foundation 5,000 The Victoria D’Agostino Children’s Benefit Fund Kitchener-Waterloo Art Gallery 15,000 Kitchener-Waterloo Bilingual School 404 Kitchener-Waterloo Multicultural Centre - The MT Space 15,000 Waterloo Education Foundation Inc. 3,635 The Kitchener-Waterloo Symphony Orchestra Association 20,000 Waterloo Region Catholic Schools Foundation 1,836 Lost & Found Theatre 2,500 Walter and Florence Martin Endowment Fund Perimeter Institute 30,000 KidsAbility Centre for Child Development Foundation 3,643 rare Charitable Research Reserve 134,369 Waterloo Region Resiliency Fund The New Quarterly Literary Society 1,500 United Way Kitchener Waterloo & Area 4,000 THEMUSEUM 10,000 Community Support Connections 4,350 Waterloo Community Arts Centre – Pat the Dog Playwright 1,500 Development Centre Westfall and Hill Family Fund Alzheimer Society of Kitchener Waterloo 4,000 Ormston Family Fund rare Charitable Research Reserve 3,750 Heartwood Place 3,500 Sunrise Therapeutic Riding & Learning Centre 1,000 Westmount Golf Charity Fund Westmount Golf Charity Fund The Robert Caldwell Fund Reaching Our Outdoor Friends (ROOF) 318 Grand River Conservation Foundation 404 Westmount Golf Tournament Charity Fund Reaching Our Outdoor Friends (ROOF) 13,207

www.kwcf.ca 32

Westmount Golf Charity Fund Oktoberfest Charity Pro-Am Gold Tournament The Lyle S. Hallman Fund Big Brothers Big Sisters of Waterloo Region 7,690 Grand River Hospital Foundation 4,989 The William Roberts Family Fund University of Waterloo 41,820 Family & Children’s Services of WR 428 Music Fund The Community Players of New Hamburg 3,921 Designated Funds Ontario Endowment for Children and Youth in Recreation Fund Amy Hallman Snyder Award Fund Family & Children’s Services of WR 13,486 City of Kitchener - Arts Awards Waterloo Region 934 Waterloo Region Catholic Schools Foundation 2,000 Grand River Chinese School Canadian Clay and Glass Endowment Fund Lost & Found Theatre 2,000 Canadian Clay and Glass Gallery 4,801 Lutherwood Child And Family Foundation 6,000 Dorothy Sheomaker Literary Award Fund THEMUSEUM 5,000 Kitchener Public Library 3,837 Uptown Waterloo Jazz Festival 4,500 The Charles E. Heller Fund Palliative Care Fund St. John’s Evangelical Lutheran Church 3,990 Hospice of Waterloo Region 8,125 The Choices Fund TD Canada Trust Merv Lahn Community Development Fund Planned Parenthood Waterloo Region 5,432 Junior Achievement of Waterloo Region 18,000 Emmerton Fund Alzheimer True Sport Grant Fund Alzheimer Society of Kitchener Waterloo 672 City of Waterloo – True Sport Grant Program 17,000 Emmerton Fund Heart & Stroke Waterloo Region International Plowing Match 1995 Fund The Heart and Stroke Foundation 702 Township of North Dumfries - 2012 Waterloo Region 11,000 Emmerton Fund Hospital Equipment International Plowing Match Grand River Hospital Foundation 5,011 The Waterloo Region Record – Emmerton Fund House of Friendship Lyle S. Hallman Foundation Kids to Camp Fund House of Friendship of Kitchener 672 Big Brothers Big Sisters of Waterloo Region 1,750 Camp McGovern 6,000 The F. P. Schneider Memorial Fund Canadian Diabetes Association- 1,755 The Kitchener-Waterloo Symphony Orchestra Association 14,118 Association Canadienne Du Diabete The Howard G. Schneider Cancer Care Fund Central Ontario Developmental Riding Program 3,000 Grand River Hospital Foundation 1,318 City of Kitchener - Every Kid Counts 3,520 Murray Fried Fund Girl Guides of Canada-Guides du Canada 1,050 City of Kitchener - Kitchener Minor Hockey Association 3,500 Great Big Theatre Company 235 Scouts Canada - Central Escarpment Council - 11th Scout Group 1,750 Hidden Acres Mennonite Camp 1,500 Scouts Canada - Central Escarpment Council - Camp Everton 1,750 House of Friendship of Kitchener 1,500 J. Steckle Heritage Homestead 1,400 Retired Business & Professional Men’s Club of K-W Fund Kitchener-Waterloo & North Waterloo Humane Society 900 Junior Achievement of Waterloo Region 777 Kitchener-Waterloo Art Gallery 1,520 Kitchener-Waterloo Extend-A-Family Association 3,936 Field of Interest Funds Kitchener-Waterloo YMCA 2,626 The Alice (Braley) Judges - Walter Judges Fund Ontario Society For Crippled Children (Easter Seals) 3,000 K-W Working Centre For The Unemployed 12,179 Silver Lake Mennonite Camp 3,500 Art Investment Fund St. Georges of Forest Hill 675 Createscape Waterloo Region 1,000 Waterloo Mennonite Brethren Church 960 YWCA Kitchener-Waterloo 4,500 Brush with Art Visual Arts Fund Contemporary Art Forum Kitchener & Area (CAFKA) 1,142 The Waterloo Region Record Literacy Fund KidsAbility - Centre for Child Development - Baby Connections 2,000 George Cluthe Fund Strong Start Charitable Foundation 1,550 Alzheimer Society of Kitchener Waterloo 7,500

33 We Build. We invest. We Lead.

The Woolwich Community Fund The Kitchener Rangers Hockey Club Scholarship Fund Scouts Canada - Central Escarpment Council 2,515 Carleton University 1,500 1st Elmira Scouting Group Conestoga College Institute of Technology & Advanced Learning 2,400 Woolwich Community Services 1,800 McGill University 600 Breslau Recreation Association - Breslau Bloomingdale 2,545 Queen’s University 600 Maryhill Community Band Seneca College of Applied Arts & Technology 600 Youth Advisory Council (YAC) Fund University of Toronto 1,500 ArtsSmarts - ArtsSmarts Waterloo Region 1,432 University of Waterloo 2,400 University of Western Ontario 1,200 Student Award Funds Wilfrid Laurier University 3,600 York University 600 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund The Mac Voisin Scholarship Series Big Brothers Big Sisters of Waterloo Region 393 Conestoga College Institute of Technology & Advanced Learning 2,000 Ernest Kendall Award Fund Waterloo Education Foundation Inc. – 750 NHLPA Dan Snyder Memorial Student Award Fund State University of New York Plattsburgh 1,810 Elmira District Secondary School University of Waterloo 1,810 France-Anne Sweeny “Making A Difference” Fund R. Jack Middlemass Memorial Scholarship Fund Alzheimer Society of Kitchener Waterloo 100 Durham College of Applied Arts & Technology 3,500 Brock University 1,000 Canadian Mental Health Association 100 The Walter A. Bean KWCF Scholarship Fund Grand River Branch (CMHA GRB) University of Waterloo 2,800 Canadian Red Cross 100 Charitable Organization Endowment Funds Central Ontario Developmental Riding Program 100 Anselma House Endowment Fund 912 Crohn’s and Colitis Foundation of Canada 100 Big Sisters Endowment Fund 1,794 Easter Seals Alberta 100 Child Witness Centre - Balsillie Endowment Fund 1,641 Juvenile Diabetes Research Foundation 100 Homer Watson House & Gallery Endowment Fund 1,158 Kids Can Free The Children 200 Hospice of Waterloo Region Endowment Fund 389 K-W Working Centre For The Unemployed 100 Junior Achievement Terry Burch Memorial Fund 1,154 Make-A-Wish Foundation of Canada 200 KidsAbility Foundation Endowment Fund 23,403 Mennonite Central Committee Ontario 100 Kitchener Sports Association Legacy Fund 2,475 Queen’s University 1,000 Parents for Community Living Robert Denomme Fund 2,195 Ray of Hope 100 Scouts Canada - North Waterloo District Endowment Fund 1,578 Reception House - Waterloo Region – 100 Social Venture Partners Waterloo Region Operating 118,880 Students Teaching Refugees Universal Music K-W Fund for Distribution Sick Kids Foundation 100 St Mary’s General Hospital Foundation - Physician’s Edowment Fund 2,645 St. Mark’s Lutheran Church 100 The Kitchener and Waterloo Community Foundation 4,058 Terry Fox Foundation 100 The Kitchener-Conestoga Rotary Dream Home Fund 7,580 The Food Bank Of Waterloo Region 100 The United Way Forever Fund 45,087 The Salvation Army Community and Family Services - Kitchener 100 The Uptown Waterloo Jazz Festival Endowment Fund 1,166 University of Toronto 1,000 WPL Endowment Fund 6,327 University of Waterloo 3,000 WPL Fund For Distribution 25,030 Waterloo Education Foundation Inc. 2,640 YWCA Endowment Fund 50,257 Woolwich Recreational Facility Foundation - Kate’s Kause 100 The John R. Robins Fund University of Western Ontario 900 Total 2012 Grants 1,850,614 Wilfrid Laurier University 2,650

www.kwcf.ca 34 CHARTS

2012 Grants 2012 Community 2012 Assets For All Funds Across All Funds Fund Grants What does this mean? by Waterloo Region Vital Signs Area by Waterloo Region’s Vital Signs area The KWCF is only able to leverage 26.5% of *Top four issue areas as identified *Top four issue areas as identified our assets to support those issue areas that in 2012 WRVS Priority Report in 2012 WRVS Priority Report have the greatest need.

n Health & Wellness* 22% n Arts & Culture* 25% n Donor Advised Funds 47% n Belonging & Leadership* 18% n Belonging & Leadership* 25% n Community Fund 26.5% n Arts & Culture* 17% n Health & Wellness* 24% n Field of Interest Funds 12.2% n Learning 17% n Getting Started* 17% n Charitable Organization 9% Endowment Funds n Environment 9% n Learning 6% n Designated Funds 3% n Gap Between the Rich & Poor 9% n Environment 2% n Students Awards 2% n Getting Started* 5% n Safety 1% n Funds for Distribution 0.3% n Work 1% n Housing 1% n Safety 1%

35 We Build. We invest. We Lead. 2012 Financial Results

We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction, and monitoring The Foundation’s operations.

We are pleased to report that despite the volatile market, the assets of The Foundation continue to surpass the $50M mark over the last three years.

The KWCF Investments: In 2012, The KWCF’s return on pooled investment funds was 10.8% versus the benchmark return of 7.6%. (The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the DEX Universe Bond Index, and the DEX 91 day Treasury Bill Index).

We are pleased to report that over the past 10 years our portfolio has averaged 6.7%, and since inception in 1984, The KWCF’s investment return has averaged 9.5%.

Investment Returns

20

15

10

5

0 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 % Return -5

-10

-15

www.kwcf.ca 36 The KWCF uses a ‘specialty’ investment management structure that assigns asset class responsibility to different investment managers. An Investment Committee with senior level investment management expertise reviews performance using a benchmark performance measurement system. In 2012, the committee added further diversification to the portfolio by investing in a social financing venture with Community Forward Fund.

The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset-mix targets:

The KWCF Investment Policy was last revised in February of 2012.

Investment Asset Mix Targets for Investment Portfolio,

40% 37% 30% 30% 30%

20%

10% 3% 0% Cash Fixed Income Canadian Equity Global Equity

The KWCF’s investment goals are to: • Support the mission and principles of The KWCF, • Manage the assets in the investment portfolio to achieve a total rate of return over the longer term that allows the organization to cover grant obligations and operation expenses, and to • Protect the purchasing power of the capital of the Fund in “real” terms (e.g. compensate for inflation).

37 We Build. We invest. We Lead. Donations: 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 annual donations over the past five years have increased by over 300%.

Total donations received $5000 4,287

$2500 2,088 1,6 2 2 1,593 985 997

$0 2007 2008 2009 2010 2011 2012

n Endowed n Funds for Distribution n Operating

Granting: Our granting trend over the past six years has remained relatively stable despite the market downturn in 2007/2008. This was due to the establishment, several years ago of a Community Fund Grant Stabilization Reserve and a Community Fund Strategic Granting Reserve to preserve past year’s earnings for future granting requirements. At the end of 2012, the reserves totaled $380,390.

Operations: Operating costs are funded primarily by fees levied on assets under management. However, The Foundation also received grants and sponsorship funding for program related activities.

In addition, The KWCF has an Accumulated Operating Reserve to help ensure future viability of The Foundation.

www.kwcf.ca 38 THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION

Condensed Financial Statements December 31, 2012

Statement of Financial Position as of December 31, 2012 2012 2011 ASSETS Investments at market value [Note 1] $ 56,080,436 $ 50,096,412 Other 924,719 589,246 $57,005,155 $ 50,685,658 LIABILITIES AND FUND BALANCES Liabilities Grants and other liabilities $ 429,191 $ 565,323 Deferred revenue 210,844 212,076 640,035 777,399 FUND BALANCES Operating Fund $ 471,862 $ 432,606 Capital Fund 55,695,351 49,225,586 Funds for Distribution 197,907 250,067 56,365,120 49,908,259 $ 57,005,155 $ 50,685,658

Non-owned Assets [Note 2]

Condensed Statement of Revenue and Expenses – Year ended December 31, 2012 2012 2011 REVENUE Donations $ 4,286,734 $ 2,088,121 Investment Income, net 5,199,323 913,143 Administration Fees 966,805 934,921 Other (grant income, sponsorship, etc.) 298,520 185,108 10,751,382 4,121,293 EXPENSES Grants 2,136,834 2,190,817 Administration Fees 905,893 860,237 Other (administration, marketing, Waterloo Region’s Vital Signs, etc) 1,251,793 1,123,053 4,294,520 4,174,107 Excess (deficiency) of revenue over expenditures 6,456,862 (52,814)

Fund Balances, beginning of year 49,908,258 49,961,073 FUND BALANCES, End of year $ 56,365,120 $ 49,908,259

39 We Build. We invest. We Lead.

CONDENSED NOTES TO THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION FINANCIAL STATEMENTS

Note 1. Investments are recorded at the quoted market value at year end 2012 2011 Market Value Market Value Provincially Guaranteed Bonds 97,145 95,545 Bissett Core Equity Fund 8,962,559 6,578,662 Connor Clark & Lunn Canadian Equity Fund A 8,471,178 7,085,924 TD Emerald Canadian: Pooled Bond Fund 17,521,789 16,678,037 Short Term Investment Fund 2,084,085 4,667,679 Walter Scott and Partners Global Equity Fund 18,200,217 14,532,792 Community Forward Fund 451,500 - Bank of Montreal Portfolio 291,964 457,773 $56,080,436 $50,096,412

Funds for distribution of $120,109 are included in the TD Emerald Canadian Short Term Investment Fund.

Note 2. Non-owned Assets

The Foundation holds certain securities for custody and administration on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of the Foundation.

The amounts under administration are as follows: 2012 2011 Market Value Market Value St Mary’s General Hospital Foundation 6,319,758 5,967,408 THEMUSEUM’s Endowment Fund 2,564,672 2,413,659 TOTAL 8,884,430 8,381,067

Full audited financial statements for The Kitchener and Waterloo Community Foundation (auditors’ KPMG), are available on our website at www.kwcf.ca or by mail. Please call 519-725-1806 to request a copy.

www.kwcf.ca 40 YOUR FOUNDATION STAFF

Rosemary Smith As Chief Executive Officer for The Foundation, I have overall responsibility for the day-to-day operations of the organization. If I can provide assistance or information about The Foundation, or if you would like to inquire regarding The Foundation’s ability to help with your philanthropic plans, I would be pleased to chat with you. Please call me at 519-725-1806 extension 201, or e-mail me at [email protected].

Wendy Clayson Brendan Sheehan As Chief Financial Officer for The Foundation, I am As Manager, Strategic Operations for The Foundation, responsible for the accounting, investment, administration, I project manage a portfolio of initiatives such as Waterloo and privacy functions of the organization. This includes Region’s Vital Signs, Engage! KW and the Centre for financial reporting, disbursement, donation and gift Community Knowledge. In addition I implement structural acceptance activities. For financial queries please change to help The Foundation move towards our contact me at 519-725-1806 extension 202, or e-mail strategic objectives. If I can be of service please contact me at [email protected]. me at 519-725-1806 extension 204, or email me at [email protected].

Linda Zensner Bethan Llewellyn As Manager, Grant Services for The Foundation, I am As Manager, Marketing and Communications I promote responsible for all aspects of our granting programs. The KWCF to our wonderful community to make sure YOU This includes community consultation and liaison, know all about all the fantastic things your foundation does analysis of grant requests, and monitoring and evaluation everyday. I also oversee KWCF events, sponsorships and of grants awarded. I also assist our Donor Advisors with work with a dedicated team of volunteers that run Random research and coordination of their grant making activities. Act of Kindness Day. I’d love to hear from you, give me For grant queries please contact me at 519-725-1806 a call at 519-725-1806 extension 205 or e-mail me at extension 203, or email me at [email protected]. [email protected]

Mallory Fischer Jolene Ellis As Donor Services and Grants Administrator for As Office Administrator for The Foundation, I assist The Foundation, it is my responsibility to maintain our Rosemary, take care of our office, and I work alongside Foundation Information Management System in the Bethan in planning and managing special events. I also areas of gift acknowledgement, grants administration provide overall administration for The Foundation, so and I work alongside Linda with our grants committees. if you’re not sure who to contact at The Foundation, If you have questions about making a donation, please call me at 519-725-1806 extension 207, or email receipting or applying for grants, please do not me at [email protected]. hesitate to contact me at 519-725-1806 extension 206 or, e-mail me at [email protected].

41 We Build. We invest. We Lead. HELPING YOU DO GOOD WORK…FOREVER

Community foundations provide a simple, powerful, and highly personal approach to giving. We offer a variety of giving tools to help people achieve their charitable goals.

We are here to help you support the issues you care about the most. We can: • Work with you to develop a tailored approach to giving that meets your philanthropic dreams. • Help you understand your choices for giving – whether you’re prepared to give now or as part of your estate. • Connect you with people and organizations with similar interests. • Help you involve your family in establishing a tradition of giving that will pass on to future generations. • Provide insight and advice on community issues and opportunities.

We also work alongside professional advisors to help them meet their client’s philanthropic goals.

Find out more about how you can support the causes you care about and make a lasting difference. Visit our website at www.kwcf.ca, or call our office at (519) 725-1806. Phone 519.725.1806 Fax 519.725.3851 E-mail [email protected] Web www.kwcf.ca

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

Charitable Registration: 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