Helping you make a lasting difference. Annual Report 2013 A SINCERE THANK YOU
For assisting with our auditing needs: Lackner McLennan KPMG LLP Living Fresh M&M Meat Shops For assisting with our legal needs: Morning Glory Café and Bakery And a special thank you Miller Thomson LLP Northern Thai to our 2013 sponsors! Norton Rose Fulbright Canada Perimeter Institute Quarry Integrated Communications For assisting with our need for office School of Accounting and Finance, and meeting space: University of Waterloo Family & Children’s Services Simpson Print of Waterloo Region Tim Hortons KidsAbility Centre for Child Development Tivoli Films KW Counselling Services University of Waterloo Zehr Levesque Inc. Volunteer Action Centre Wagner Livock & Associates For supporting a variety of important needs: Walper Hotel Bingemans Inc. Waterloo-Wellington Chartered BMO Financial Group Accountants Association City of Kitchener Williams Fresh Café Civilian Printing Xtea Co. Cober Evolving Solutions Zoup! The Fresh Soup Company Communitech Community Foundations of Canada For assisting us with media support: Conestoga College Institute of Technology 570 News and Advanced Learning 91.5 The Beat The KWCF Annual Report is printed Conestoga Mall CTV Kitchener with the generous support of Crabby Joe’s Tap & Grill CHYM FM Cober Evolving Solutions. Deloitte LLP CKWR Decision.io DAVE FM Downtown Kitchener BIA Elmira Independent Entertaining Elements Exchange Magazine Ernst & Young Faith FM Grand River Personnel Limited Intrigue Media Grand Valley Construction Association K-Fun Hacienda Sarria Kitchener Post Hahn Rentals KOOL FM Igloo Software Rogers Television The KWCF Annual Report is KW Counselling Services SNAP’d – Kitchener/Waterloo produced with the generous Kitchener Public Library Waterloo Region Record Kitchener Rangers Woolwich Observer support of Quarry Integrated Communications Inc.
1 We Build. We Invest. We Lead. OUR MISSION TABLE OF CONTENTS
The Kitchener and Waterloo Community Foundation improves the quality of life in Kitchener-Waterloo 1 A Sincere Thank You and area, now and for generations to come, by 2 Our Mission/Table of Contents building community endowment, addressing needs 3 Board Chair and CEO Message through grant making and providing leadership on key community issues. 4 Leadership in Action 5 KWCF Volunteers 7 Building 9 Building Stories 11 Investing 13 Investing Stories 15 Leading
BUILDING 17 Leadership Stories 21 Funds – Market Value 23 Accumulated Donations 27 2013 Donations 30 2013 Grants 36 2013 Financial Report INVESTING 39 2013 Condensed Financial Statements 41 Your Foundation Staff 42 Financial and Grant Charts
LEADING
www.kwcf.ca 2 BOARD CHAIR AND CEO MESSAGE
At The Kitchener and Waterloo Community Foundation (The KWCF), local organizations were selected for the case study, including we like to think of ourselves as collaborators, innovators and connectors. The Working Centre, Region of Waterloo and Foodlink. We can’t Last year surely marked a year of such work, as you will read over the wait to see how these dynamic and passionate leaders will change coming pages. the face of our community.
The first report in a new cycle began for Waterloo Region’s Vital Signs® As always, Random Act of Kindness Day® was a hit last November. (WRVS). In this report, we stepped back and reviewed all 11 indicators, Over 160 ‘Kindness Krews’ participated in random acts of kindness and with the assistance of focus groups and the Vital Signs Expert on November 7th, and a brand new initiative began last year that Panel, it was determined that the four priority areas for our community we are really excited to share. Read on for inspiration from our will remain the same. This year also marked the first time The KWCF youngest community members! worked with the Canadian Index of Wellbeing in hosting the The Foundation’s partnerships flourished last year and we are proud to Community Wellbeing Survey. Read on for more details on this call Capacity Waterloo Region, Conestoga College, Skylight Productions exciting partnership. as well as Decision.io community partners for our important work with The Engage! K-W program saw many highlights in 2013. Including the Centre for Community Knowledge, as well as our Community the 2013–2014 class, we are proud to announce that 115 local Fund Grants. emerging leaders have graduated from the program. Another six Last year, over $2.2 million in grants were disbursed to over 190 different charities and non-profit organizations. New endowed gifts to The KWCF in 2013 reached over $2.3 million, with an additional $4 million in new non-owned assets.
The KWCF would not be able to do the work we do without the support of our volunteers, community champions and sponsors. Those hundreds of hours of brainstorming, collaborating and meetings do not go unnoticed! We can’t thank you enough for believing in the work we do, and for making your community a better place to live, work and raise a family.
David Brenneman, Rosemary Smith, Board Chair CEO
3 We Build. We Invest. We Lead. LEADERSHIP IN ACTION
Over the past year, The KWCF Board has been developing and refining The KWCF Board believes that connecting with its owners is vitally governance processes. important for determining our strategic outcomes and ultimately accomplishing the Foundation’s mission. The owners of The KWCF Members of the Board also participated in the national conference include people who have demonstrated commitment to our community for Community Foundations in Winnipeg back in June. There, they had by stepping up and being counted through a gift of time, talent the opportunity to connect with volunteer leadership from foundations or treasure. across the world, to bring insight and learnings back to The KWCF. Throughout 2014, the Board of Directors will be seeking out members Given the completion of the governance work, the Board has now of this community who represent our ownership to participate in that shifted its focus outwards, seeking input and information in an dialogue, and looks forward to sharing the results of these conversations. engaged dialogue with people in Kitchener, Waterloo and surrounding areas who have expressed an interest in or are actively investing in bettering the community.
www.kwcf.ca 4 2013 KWCF VOLUNTEERS
Board of Directors Random Act of Kindness Robin Stanton Bruce Lauckner David Brenneman – Chair Day® Committee John Stilo Dianne Llewellyn Debbie Currie – Vice Chair Nate Tedesco – Chair Rick Vandermey Omar McLean Greg Barratt – Past Chair Marilena Benak Bryce Walker Leia Minaker David Calder Ryan Connell Picture Yourself Photography Ed D’Agostino Linda Dancey Leadership Identification David Pfrimmer Roger Farwell Enrique Espinosa Committee Sabrina Prudham Dave Jaworsky Alexandra Hardy David Brenneman – Chair (Jan–June) Tivoli Films Michael Klopchic Yvan Lamoureux Debbie Currie – Chair (July–Dec) Tomasz Adamski Photography Hulene Montgomery Glenn Marcus Greg Barratt Erik Traplin Jacqui Murphy Susan Mingie Penny Cleaver Waterloo Region Record Mike Murray Tiffany Scott Mandy Dennison Lori Payne Jennifer Sharer David Jaworsky Nominating Committee Lynne Short JR Waddell Idrisa Pandit The Nominating Committee Eric Strassburger is mandated by The Kitchener Vivian Zochowski Grants Committee Youth In Recreation and Waterloo Community Peter Meier – Chair Committee Foundation’s Act of Incorporation Audit Committee Penny Cleaver – Past Chair Shirley Redekop – Chair and is responsible for appointing David Calder – Chair (Jan–Nov) Heidi Balsillie John Cooper The Foundation’s Board of Directors. Ed D’Agostino – Chair (Nov–Dec) Carl Coelho Debbie Dover Greg Barratt Mary Ann Fleming Allan Enriquez Murray Costello, Chair, David Brenneman Beverly Harris Scott Harris Greater Kitchener-Waterloo Blaine Hertzberger Rita Hemmerich Victoria McFadden Chamber of Commerce Lori Payne Barb Hill Nadine Mueller Brenda Halloran, Mayor, Mark Walters Pari Karem Lisa Sailor City of Waterloo Sonny Kumpf Amy Tupling Ken Seiling, Chair, Engage!KW Committee Kristine Schumacher Megan Van Kemenade Regional Municipality of Waterloo Kourtney Beckman Judith Stephens-Wells Daniela Seskar-Hencic, Chair Tammy Bender Jessica Stockie For sharing their time, United Way of Kitchener-Waterloo Sarah Brown Suzanna Walter talent and treasure: and Area Gordon Hatt Gillian Wells Karl Allen-Muncey Carl Zehr, Mayor Julie Garner Wendi Campbell City of Kitchener Dayna Giorgio Investment Committee Canadian Blood Services Kristy Goss Eric Strassburger – Chair Centre in the Square Taryn Graham Greg Barratt Nelson Dunk Ryan Huckle David Calder Heather Franklin Paula Hutchison Jason Daly Living Fresh Tamara Niesen Dennis Huber Eric Goldberg Bryn Ossington Dave Jaworsky Brock Hart Matt Scobel Claude Macorin Chris Iden Matthew Trushinski Tim Martin KidsAbility Derek Weidl Larry Murray KW Counselling Jessica Wulff
5 We Build. We Invest. We Lead. www.kwcf.ca 6 BUILDING THE KWCF BUILDS COMMUNITY ASSETS IN THREE WAYS: THEKNOWLEDGE, KWCF BUILDS DOLLARS COMMUNITY AND RELATIONSHIPS. ASSETS IN THREE WAYS: WeKNOWLEDGE, are a local foundation DOLLARS created AND by RELATIONSHIPS.and for the people Weof Kitchener-Waterloo are a local foundation and area.created by and for the people of Kitchener-Waterloo and area.
Number of Funds Number of Gifts New Non-Owned Assets 127 $2.8M $4.0M
Whether you are looking to start a fund at The KWCF, connect with local organizations doing similar work, or looking for new ways to invest dollars for impact and to reduce costs, The Foundation can help. We take pride in building our assets, but our assets are not just dollars. Some of the most important work The Foundation does for our community is by building relationships and knowledge.
The KWCF is not your usual foundation. Community organizations see us as a partner and an opportunity to help make a lasting difference by working together, not against or in competition with one another.
On the following pages you will learn about two such local organizations. They approached The Foundation looking to make a lasting difference in their community – and found so much more.
More information on how you, your organization and/or your family can leave a lasting legacy that will impact your community for generations to come is available online at www.kwcf.ca, or you can call The KWCF office at519-725-1806.
7 We Build. We Invest.invest. We Lead. THE KWCF BUILDS COMMUNITY ASSETS IN THREE WAYS: THEKNOWLEDGE, KWCF BUILDS DOLLARS COMMUNITY AND RELATIONSHIPS. ASSETS IN THREE WAYS: WeKNOWLEDGE, are a local foundation DOLLARS created AND by RELATIONSHIPS.and for the people Weof Kitchener-Waterloo are a local foundation and area.created by and for the people of Kitchener-Waterloo and area.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We embrace partnerships • We build community assets and champion philanthropy • We learn and share what we know • We are responsive and accountable • We build community vitality
www.kwcf.ca 8 BUILDING A NEW DIRECTION The history of the Catholic Community Foundation of Waterloo Region (CCFOWR) dates back to the 1970’s when they, in the absence of government support, actively raised funds to assist in the hiring of teaching staff and development of learning spaces for the local Catholic secondary schools. A major fundraising campaign took place, successfully reaching their goal of $1M.
Then in mid-1984, full funding from the government necessitated a realized they needed professional help. They also happened to meet change in the Foundation. Their focus shifted to assist the community with a former KWCF Board Chair and Foundation friend who suggested by providing financial support within Waterloo Region for worthwhile that they sit down and connect with The KWCF once again to see programs and projects, primarily those of a Catholic educational nature. what alternative options there were.
CCFOWR reached out to The KWCF looking for ways to work together They discovered that The KWCF was now able to offer similar services in managing their funds. It was important to CCFOWR to retain at comparable rates, all backed by a team of investment specialists ownership of their funds, and at the time, The Foundation’s services overseeing both The KWCF’s owned assets and managed funds. They did not allow CCFOWR to retain that ownership, so they opted to also appreciated how, over time, The KWCF adjusted their financial invest their funds in a different way. offerings, being reactive to the needs of the community, which made participating in the newly structured pooled fund appealing. In particular, Fast forward to 2013. When the CCFOWR were looking to diversify the CCFOWR liked the idea that not only would they maintain the their portfolio, they reached out to the financial community. The identity of their fund, but they had the opportunity to work alongside CCFOWR Board no longer had the investment expertise in-house an organization like The KWCF, giving each the chance to grow and to handle managing their investments in a new structure and quickly learn from one another, all for the betterment of community.
This Prayer Garden at St. David’s Catholic Secondary School was supported by the Catholic Community Foundation of Waterloo Region.
9 We Build. We Invest. We Lead. GOING ABOVE AND BEYOND If you ask people at Conestoga College Institute of Advanced Learning and Technology, they will tell you that what happens there goes well beyond vocational skills. Students’ understanding of employability and volunteerism is of equal importance to their coursework. Conestoga helps to educate people on who they are, and what role they can play in the future of our community.
It was no surprise then, that when Conestoga was looking for a way In 2013 Conestoga was looking for opportunities to invest some to invest their endowed funds, they looked to The KWCF. The two endowed dollars in a way that was affordable and that ultimately organizations share similar values, separated only by how they work aligned with the values of the organization. After extensive conversations to fulfill those values. with The KWCF, Conestoga decided to invest their dollars as a part of a pooled fund managed by The Foundation. Conestoga still owns Over the past few years, several opportunities have arisen for the funds, but by investing in the pooled fund, they are able to take The Foundation and Conestoga to work together, each more successful advantage of the lower fees and historically higher returns that than the last. The work has ranged from connecting media and design The Foundation is able to provide. students to local non-profits seeking to tell their story through The Foundation’s Centre for Community Knowledge, to student-designed The Foundation is delighted to provide this service to Conestoga and custom artwork for The Foundation’s collaborative office space, to other organizations in this community. It allows organizations to focus partnering on Random Act of Kindness Day® activities. Because of on the work they are meant to do, like helping shape the future of this, each has developed a mutual respect for the other and their young leaders of Kitchener-Waterloo and area! commitment to community.
www.kwcf.ca 10 INVESTING YOUR COMMUNITY FOUNDATION INVESTS WITH PURPOSE. We tackle the community’s greatest needs through grantmaking and creating opportunities for dialogue and inclusion.
Number of Organizations % of Grants WRVS Total Grants out to the Community Supported (2013) Priority Areas Since Inception 194 75.2% $31.7M
After the successes of priority grantmaking in 2012, The KWCF decided to continue this focused approach in 2013. Grants from the Community Fund reached over $600,000 to the priority areas of Arts and Culture, Getting Started (in this community and in life) and Health and Wellness, all supporting the overarching area of Belonging and Leadership.
With the assistance of a new decision-making tool, Decision.io, KWCF staff worked with our Community Fund Grants Committee volunteers to select projects that demonstrated the ability to make a lasting impact in one of the priority areas.
In the coming pages you will read about some of the projects supported by The KWCF’s Community Fund, and the impact that The Foundation’s investment will have in our community.
11 We Build. We Invest. We Lead. YOUR COMMUNITY FOUNDATION INVESTS WITH PURPOSE.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We understand our communities • We create opportunities for dialogue and inclusion • We grant for breadth and impact • We learn and share what we know • We are responsive and accountable
www.kwcf.ca 12 INVESTING BUILDING NON-PROFIT CAPACITY The Family Centre is all about working together. When Family and Children’s Services of the Waterloo Region opened the doors of The Family Centre it was as a service hub delivering programs to vulnerable children and their families. This was all done through partnerships with a diverse group of organizations that support the wellbeing and health of families and children.
The potential at The Family Centre to foster and develop partnerships Community Hub truly is a space designed to build capacity in the local was quickly realized, and the concept of a non-profit ‘Community Hub’ non-profit sector. was a logical next step. It also addressed a key need in the community: The proximity and positive working relationships do lead to more small and startup non-profits were facing financial and logistical cost-effective creative services and solutions; however, the greatest challenges, creating barriers to developing sustainable organizations value of the Community Hub is its social value. The ultimate benefits able to meet community needs. to the clients of the non-profits include improved accessibility, broader So, plans were made to develop a model for a non-profit ‘incubator,’ service offerings and an inclusive community environment, making creating an environment for partners to work and think in a collaborative our community a better place. way. Participating non-profit organizations would receive startup assis- Current Community Hub members: tance with rent, organizational capacity building and mentorship, while • Bereaved Families of Ontario • Muslim Social Services engaging in a culture of collaboration with small and large organizations. • Hummingbird Centre for Hope • Najda Now • KidSport KW • World Wide Opportunities for Women Space within The Family Centre was re-purposed to house these smaller non-profits, with mentorship meetings provided by Capacity Waterloo Learn more about The Community Hub online at: Region. Through the financial generosity of funders like The KWCF, the www.cckwr.ca/thefamilycentre
13 We Build. We Invest. We Lead. RIDERS WANTED! The Working Centre is helping to breakdown transportation barriers, making our community a healthier place, one bike ride at a time.
The Community Access Bikes Project is a community-based bike program hosted by The Working Centre. Of course, having access sharing model that offers affordable, easy access to bicycles. to cost-effective transportation will also assist in getting marginalized Plans are in place to deploy 100 bikes at 12 hubs throughout sectors of the community access to new job opportunities. Kitchener-Waterloo, and The KWCF is proud to support this program with a grant of over $52,000 from the Community Fund. The benefits of a community bike share program are endless. The local program has been customized to meet the needs of our community, Bicycling in Waterloo Region has grown in popularity over the last and at a mere $40 per year for a membership, how could we afford few years, and the development of a bike infrastructure through NOT to help grow the cycling culture in Kitchener-Waterloo? programs like this, along with safety initiatives such as the Region of Waterloo’s Bike Ambassador project, is well timed and much needed. To learn more about the Community Access Bikes Project and the Recycle Cycles Program at The Working Centre visit: Best of all, the Community Access Bikes Project will not only have www.cckwr.ca/theworkingcentre the expected positive effects on health and wellness of the riders, but will inevitably add to members’ sense of wellbeing and belonging. Part of the program will be the increased need and deployment of volunteers with the community bike shop Recycle Cycles, another
www.kwcf.ca 14 INVESTINGLEADING THE KWCF WORKS HARD TO MAKE A LASTING DIFFERENCE IN OUR COMMUNITY. We lead by example, asking the tough questions, growing the sustainability of the non-profit sector and growing our future leaders.
Number Engage! K-W Total Number Number of Profiles Program Participants of Kindness Krews on the CCK 115 162 48
Over the first 90 years of existence of community foundations across Canada, as a movement, we have traditionally focused on building endowments and granting to the community. It has only been over the last decade that community foundations have taken a two-sided approach to community impact, stepping into the area of leadership programming.
The KWCF’s first step into this area was the launch of Waterloo Region’s Vital Signs® in 2007. Since then, the work that your Community Foundation does in philanthropic ‘programming’ has expanded to include Engage! K-W, Random Act of Kindness Day® and the latest addition, the Centre for Community Knowledge.
These exciting initiatives are highlighted in the following section, and we’d like to encourage you to visit The KWCF website at www.kwcf.ca to learn more or to get involved.
15 We Build. We Invest. We Lead. THE KWCF WORKS HARD TO MAKE A LASTING DIFFERENCE IN OUR COMMUNITY.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We build community vitality • We understand our communities • We create opportunities for dialogue and inclusion • We tackle pressing issues • We learn and share what we know
www.kwcf.ca 16 LEADING THE START OF A NEW CYCLE In October 2013 The KWCF launched Waterloo Region’s Vital Signs® (WRVS), marking the beginning of a new three-year cycle for the check-up on community vitality. It was in this past year that we paused to reflect on the past six years of Vital Signs® in Waterloo Region. What began as a simple printed report has since morphed into so much more. WRVS today represents the way we do business as a community foundation.
A lot of time and consideration goes into understanding which You can check out the preliminary wellbeing survey findings in Vital Signs® issues are in most need of attention. Although there the report online at: www.wrvitalsigns.ca. Don’t forget to watch will always be some level of need in each of the areas, to truly effect for the next installment of the Waterloo Region’s Vital Signs®, change, the community must focus its efforts. The report is a tool the Priority Report, a deep dive into the four priority areas being designed to help make informed decisions. There will always be more released in early October 2014. need than available resources, and Vital Signs® helps The KWCF be diligent and dutiful in the allocation of what resources are needed in order to maximize community impact. SAFETY Collectively, the available data, input and contextualizing GAP
from our Focus Groups as well as our Expert Review Panel ROUND
tell us the Vital Signs® Priority Areas for 2013–2014 G A BE LONGING & N TI remain: Belonging & Leadership, Arts & Culture, ET
G Getting Started and Health & Wellness. LEAD ERSHIP
GETTING
New for the report is the addition of data from the STARTED Community Wellbeing Survey. The KWCF partnered
with the Canadian Index of Wellbeing to roll out the
G
survey to over 20,000 randomly selected households E
T
across Waterloo Region. The survey, designed to T WORK I
capture what it feels like to live and work in the Region, N
G
was highlighted in the 2013 report. A R HEALTH & O For more information on the Vital Signs U WELLNESS N D project visit: www.wrvitalsigns.ca ENVIRONMEENNT D N U RO G A GETTIN ARTS & LEARNING CULTURE HOUSING
17 We Build. We invest. We Lead. LEADING THE FUTURE OF OUR COMMUNITY In October 2013 The KWCF launched Waterloo Region’s Vital Signs® (WRVS), marking the beginning With over 100 graduates to date, the Engage!KW program is a roaring success. Included in these of a new three-year cycle for the check-up on community vitality. It was in this past year that we graduates are 27 bright, emerging leaders participating in the 2013–2014 class. These graduates paused to reflect on the past six years of Vital Signs® in Waterloo Region. What began as a simple have been working side-by-side over the 7-month program to reflect on their values, their philanthropic printed report has since morphed into so much more. WRVS today represents the way we do goals and to learn how to make their community a better place to live, work and raise a family. business as a community foundation. Each year the Engage!KW classes are polled about their volunteerism Each of these organizations presented their teams with a problem or and philanthropy. Year after year the message heard is that emerging issue they are currently facing. The teams developed plans, strategies leaders are very busy and often have a hard time saying no to volunteer and recommendations to address those needs. The critical learning opportunities or projects. The program is designed to help guide often comes not from the work itself but from working through some participants in determining what they want to achieve from their of the trials of partnering with a non-profit; limited resources, time volunteering, and whether the time, talent and sometimes treasure and staffing all play a part. they are contributing are really satisfying their philanthropic goals In addition to the program, the Engage!KW Advisory Group has taken and community priorities. on the challenge of networking the current “Engagers” with a host Engagers are also given the opportunity to learn with one another, of alumni. Several sessions have been held around K-W and area and working together on a case study tackling a real-life challenge facing alumni from all four years have come together to share their experiences. a local non-profit. The case study organizations for the 2013 year were: The recruitment process for the program happens over the spring and • The Working Centre • The Heart and Stroke Foundation summer, and applications are available online at www.kwcf.ca. Emerging • Canadian Blood Services • The New Story Group leaders are encouraged to reach out to an alumni to learn more about • Foodlink • Region of Waterloo the program or check out the Engage!KW Facebook page at: www.facebook.com/EngageKW
www.kwcf.ca 18 LEADING A SMILE GOES A LONG WAY Random Act of Kindness Day® (RAK Day) has grown over the last six years into a community-wide celebration of kindness. What makes the day so special is that it’s really about people. It’s about strangers and neighbours, co-workers and friends reaching out to one another to make someone feel cared for and appreciated.
That was certainly true for the students at Elizabeth Ziegler Public As a special act of kindness, The Foundation coordinated a surprise School in Waterloo. They participated in a new activity put on by for one lucky school who participated in the activity. A random draw The KWCF to help connect students to the elders of our community. was held, and with the generous support of Erik Traplin, a private concert was held for the students at Elizabeth Ziegler. In early October, blank ‘sending a smile your way’ cards were circulated to grade one and two students around K-W and area. The students learned something that day. Sometimes when you Students were asked to colour and decorate the cards and return do nice things for others, nice things can happen in return. For the them to The Foundation. Hundreds of cards were received from over seniors, it was a chance to feel re-connected to their community, and 10 different schools, including Elizabeth Ziegler. The cards were filled to truly experience the impact of a random act of kindness. For the with rainbows and words of encouragement, poems and promises children, it was an afternoon of fun and laughter. For both, it was a of friendship; an unbelievable sight for The KWCF staff who collected chance to feel special, included and part of a community who cares. the cards. Share your kindness story online at www.kwcf.ca/kindness Then, on November 7th, volunteers visited seniors homes and long- term care homes around the community to meet with the residents and hand out the cards. The experience is one they will never forget.
19 We Build. We Invest. We Lead. CONNECTING OUR COMMUNITY The Centre for Community Knowledge (CCK) was founded on partnerships: Capacity Waterloo Region, Conestoga College, Skylight Productions and Igloo Software. Each of these organizations has made a significant impact on the development and roll out of the Centre for Community Knowledge in our community.
With close to 60 local non-profit organizations now posting videos, knowledge on the organization. Designed to inform the community, photos and stories on the CCK, it is proof that partnerships can the profiles draw the user to experience a small piece of the impact make amazing things happen. these organizations make in our community every day. The CCK is truly the answer to “but what can I do to help?” The cornerstone of the CCK is the training program. Designed to assist charitable organizations in telling their stories and translating However, the CCK is not just about highlighting the immediate them to video, the hands-on program runs over five sessions, with need for one program. It’s about giving the non-profit sector the opportunities for hands-on work with industry professionals. opportunity to learn sustainable storytelling skills at no cost except for time. It’s about giving these organizations the tools they need Organizations have the opportunity to work closely with experts in to go beyond what they thought was possible, to shape the way they storytelling, video design and editing. Facilitators Christian Aagaard tackle challenges and the way they communicate with each other and Nelson Dunk make themselves available for questions and and the community. problem solving outside of the sessions. Check out the CCK online at www.cckwr.ca The end result is a profile page highlighting a program in need. Included on that profile are a video, photos and background
www.kwcf.ca 20 FUNDS – MARKET VALUE AS OF DECEMBER 2013
The “50” Plus Team Fund 352,078 Intentions of A and M Fund 159,200 Alex Schmidt Memorial Fund 52,755 James E. Lipskie Memorial Fund 10,759 Alex and Trish Brown Family Fund 17,000 Jenkins Sauer Fund 24,240 The Alice (Braley) Judges – Walter Judges Fund 394,478 The Jim and Sandy Beingessner and Family Fund 367,835 Amy Hallman Snyder Award Fund 30,668 The Jim and Sue Hallman Family Fund 704,381 Ann Frank Fund 35,485 John A. McLennan Family Fund 301,920 Anselma House Endowment Fund 30,076 The John A. Pollock Family Fund 5,746,284 Art Investment Fund 2,366 The John R. Robins Fund 113,340 Audrey and Gerald Moser Trust 245,148 Junior Achievement Terry Burch Memorial Fund 37,742 Big Brothers of Kitchener – Keith and Winifred Shantz Fund for the Arts 3,175,770 Waterloo Promise Scholarship Fund 12,741 Ken Murray Fund 669,888 Big Sisters Endowment Fund 58,734 KidsAbility Foundation Endowment Fund 780,429 Brenda & Peter Hallman Family Fund 735,033 The Kitchener-Conestoga Rotary Dream Home Fund 262,452 The Brian Fisher Family Fund 192,322 The Kitchener Rangers Hockey Club Scholarship Fund 510,026 The Christine Fisher Memorial Student Award Fund Kitchener Sports Association Legacy Fund 178,261 The Nancy Paul-Fisher Memorial Fund The KWCF Operating Endowment Fund 138,374 Brush with Art Visual Arts Fund 42,770 K-W Corporate Challenge Fund 161,328 Bryce and Nancy Walker Family Fund 105,497 Landmann Family Fund 967,545 Canadian Clay and Glass Endowment Fund 448,978 Lions Club of Kitchener Community Service Fund 28,547 The Charles E. Heller Fund 129,357 Lonsdale and Roberta Schofield Fund 614,278 Child Witness Centre – Balsillie Endowment Fund 54,473 The Lyle S. Hallman Fund 1,502,836 The Choices Fund 176,074 The Mac Voisin Scholarship Series 68,628 The David and Eleanor Yach Family Fund 275,643 Marianne and Jim Erb Family Fund 65,211 David Clare & Susan Ferne Bender Family Fund 106,848 McMurtry Family Fund 703,232 Dorothy Shoemaker Literary Award Fund 124,255 The Moe Norman Memorial Fund 157,240 Dr. John D. Stewart Fund 131,109 The Motz Family Endowment 1,400,132 Emmerton Fund 225,990 Murray Fried Fund 227,449 Erb & Good Family Funeral Home Community Fund 72,673 The Musagetes Fund 9,010,889 Eric and Muriel Misch Family Fund 134,987 Music Fund 127,137 Ernest Kendall Award Fund 28,738 Nancy Borusiewich Fund 17,153 Esther Bingeman Gascho Fund 58,604 NHLPA Dan Snyder Memorial Student Award Fund 117,249 The F. P. Schneider Memorial Fund 108,820 Ormston Family Fund 307,064 Florence Louise Marsland Fund 326,006 Palliative Care Fund 263,270 The Franbar Fund 339,735 Parents for Community Living Robert Denomme Fund 79,169 France-Anne Sweeny “Making a Difference” Fund 291,475 Paul Kuntz Legacy 113,719 From a St. Jerome’s Boy Fund 490 R. Jack Middlemass Memorial Scholarship Fund 97,383 George Cluthe Fund 231,095 Retired Business & Professional Men’s Club of K-W Fund 25,225 Grand River Conservation Fund 35,817 The Robert Caldwell Fund 13,427 Harold and Gloria Chapman Family Fund 75,633 Rosalind & Dieter Kays Family Fund 75,474 Hartman and Brenda Krug Family Fund 80,812 The Ryther Fund 73,742 The Hilde English Memorial Fund 43,674 The Savvas & Lenia Chamberlain Fund 263,358 Homer Watson House & Gallery Endowment Fund 37,867 School Sisters of Notre Dame Legacy Fund 332,040 Hospice of Waterloo Region Endowment Fund 13,574 Scouts Canada – North Waterloo District Endowment Fund 51,606 The Howard G. Schneider Cancer Care Fund 72,014 Sharon and Paul Good Fund 66,539 Hughraine Fund 866,741 Social Venture Partners Waterloo Region Fund 37,092
21 We Build. We Invest. We Lead. The Spinnaker Fund 1,209,356 YWCA Endowment Fund 1,663,366 The St. Jacobs Farmers Market Vendor Relief Fund 9,441 YWCA Mary’s Place Fund St. Mary’s General Hospital Foundation Zonta Club of Kitchener Waterloo Fund 16,437 Physician’s Endowment Fund 86,548 Steffensen Family Fund 301,463 THE COMMUNITY FUND 17,254,569 The TD Bank Financial Group Employees Endowment Fund 45,227 Community Fund Stabilization Fund TD Canada Trust Merv Lahn Community Development Fund 598,711 Community Fund Strategic Granting Fund The Ted and Andrea Witzel Family Fund 43,449 True Sport Funds for Distribution 47 Named Funds in the Community Fund The United Way Forever Fund 2,151,430 Dare Family Trust 1,435,000 United Way Families and Children Fund Keith Shantz Memorial Fund 1,100,000 United Way Capacity Fund A. Edward Johnson 843,100 United Way Rod Cleaver Memorial Fund BF Goodrich Foremen’s Club 285,226 United Way Seniors at Risk Fund J.T. “Sam” Hill Fund 170,638 United Way Strip Bond – Rod Cleaver Memorial Fund Roy Ellsworth Jefferson Estate Fund 137,886 United Way Susan Harkins Innovation Fund Trillium Estates Limited Fund 70,000 University of Waterloo Research and Technology Park Brian & Irene Allison Fund 42,264 Activities Committee Fund 137,775 Gary F. Parker and Family Fund 41,111 Horace and Rita Coelho and Family Unsung Hero’s Fund 28,049 Roland & Dae Harris Fund 40,200 The Uptown Waterloo Jazz Festival Endowment Fund 43,542 Kitchener Mayor and Council Fund 27,400 The Urie A. and Dorothy M. Bender Endowment Fund 77,658 Ross Edward Hahn Fund 21,520 The Victoria D’Agostino Children’s Benefit Fund 144,519 Gordon A. MacKay Fund 20,628 Victoria J. Suljak Memorial Fund 50,848 Ross Arthur Bergey 15,000 Wagner Livock Fund 29,858 Ronald and Mabel Dalton 13,950 The Walter A. Bean KWCF Scholarship Fund 91,698 Jonas Bingeman Fund 11,032 Walter and Florence Martin Endowment Fund 117,947 M. Grace Schmidt Fund 10,000 Waterloo Region International Plowing Match Howard Jasper Fund 5,568 1995 and 2012 Fund 393,715 John M. Harper Fund 5,525 The Waterloo Region Record – Lyle S. Hallman Foundation Deer Ridge Golf Club Endowment Fund 5,000 Kids to Camp Fund 2,348 Pearl Weber Estate 5,000 Waterloo Region Record Literacy Fund 113,638 Kitchener Downtown BIA 3,232 Waterloo Region Resiliency Fund 20 Keith and Bobbie Gummow Fund 2,950 Westfall and Hill Family Fund 314,978 The William D. and Deen Smith Fund 2,700 Westmount Golf Club Charity Fund 689,135 Robert Warren Learning Legacy 2,497 Westmount Golf Club Charity Fund Oktoberfest Charity Bob and Georgina Wagner Fund 2,460 Pro-Am Golf Tournament Fund James F. Robertson 100 Westmount Golf Tournament Charity Fund The William Roberts Family Fund 13,906 The Woolwich Community Fund 257,480 The Woolwich Community Fund – Fountain of Memories Award Note: Fund names in colour indicate a new fund in 2013. WPL Endowment Fund 207,696 Bold indicates an umbrella fund, italics represent their WPL Summer Reading Club Fund corresponding sub-funds. Youth in Recreation Fund – Ontario Endowment for Children and Youth in Recreation Fund 1,052,342 Youth Advisory Council (YAC) Fund 46,076
22 DONORS – ACCUMULATED DONATIONS TO DECEMBER 31, 2013 – OVER $5,000
Donors are the lifeblood of philanthropy in Barry & Shirley Humphrey University of Waterloo – our community. At The Kitchener and Waterloo Estate of Walter Colin Judges Research+Tech Park Activities Committee Community Foundation we make it easy for KidsAbility Foundation Waterloo Public Library people to build a legacy of giving and support Kitchener-Conestoga Rotary Club Waterloo Region Record the causes they care about most. Kitchener Rangers Hockey Club David J. Westfall Florence L. Marsland* David & Eleanor Yach The KWCF is very grateful for the confidence our Margaret A. Motz donors have in our ability to serve our community – Paul J. & Catherine Motz DONATIONS $50,000 – $99,999 now and into the future. Notre Dame Foundation (Burlington) Inc. Anonymous Ontario Endowment for Children & Youth “50” Plus Team DONATIONS OVER $10,000,000 in Recreation Big Brothers Big Sisters of Michael Barnstijn & Louise MacCallum Lonsdale* & Roberta Schofield Kitchener-Waterloo and Area Gert & Jean Steffensen Collin G. Baxter DONATIONS OVER $5,000,000 Waterloo Region International Plowing Walter A. Bean* John A. & Joyce Pollock Match Committee Urie A. & Dorothy M.* Bender Westmount Golf & Country Club Harold* & Gloria Chapman DONATIONS OVER $1,000,000 Esther E. Gascho Anonymous DONATIONS $100,000 – $249,999 Paul & Sharon Good Dare Family Trust Anonymous Keith Gummow Jim & Sue Hallman David Clare & Susan Ferne Bender Dr. Dieter & Rosalind Kays Lyle S. Hallman* Alice E. Brown Hartman H. L. & Brenda Krug Estate of Keith M. Shantz Canada Trustco Mortgage Company Dr. Desta Leavine United Way of Kitchener-Waterloo & Area Estate of George Cluthe Estate of Stella Mann YWCA of Kitchener Waterloo Cober Evolving Solutions Manulife Financial Community Foundations of Canada Walter & Florence Martin DONATIONS OF $500,000 – $999,999 Estate of Thelma Emmerton Beverley L. Middlemass Anonymous Brian Fisher Family Oktoberfest Charity Pro-Am Golf Tournament Brenda & Peter* Hallman Estate of Murray Fried Charles M. W. Ormston Estate of A. Edward Johnson Greater Kitchener-Waterloo Chamber of Commerce Planned Parenthood Waterloo Region The Lyle S. Hallman Charitable Foundation Estate of Charles Heller RBC Investments Donald S. McMurtry & Gloria J. Howe J.T. (Sam)* & Jane Hill Estate of John R. Robins Kenneth G. Murray Estate of Roy Ellsworth Jefferson Irene Rooney Estate of Winifred Shantz Irma Karley* Ross & Doris Dixon Charitable Foundation Vermont Community Foundation Kitchener Sports Association Betty Schneider French Karin & Paul* Kuntz Spaenaur Inc. DONATIONS $250,000 – $499,999 John A. & Carla McLennan St. Mary’s General Hospital Foundation Anonymous Eric* & Muriel Misch Estate of Eva Gladys Stoltz Jim & Sandy Beingessner Gerald P. & Audrey* Moser Dr. John Suljak & Dr. Ninetta Scolieri BF Goodrich Foremen’s Club Estate of Murray H. (Moe) Norman TD Bank Financial Group Ann E. Bradley Ian C. & Marguerite Ormston* Toronto Community Foundation Alex & Trish Brown Frederick* & Jane Schneider Bryce & Nancy Walker Canada Trust Merv Lahn Community Keith M. & Winifred Shantz* Estate of Ruth Werlich Development Fund Dorothy Shoemaker* Ralph* & Hazel Westfall Canadian Clay & Glass Gallery Dr. John D. Stewart William H. Kaufman Inc. Dr. Savvas & Lenia* Chamberlain Sun Life Financial Economical Insurance Group Trillium Estates Ltd.
23 We Build. We Invest. We Lead. DONATIONS $25,000 – $49,999 The Walter Bean Grand River Community Estate of Raymond T. Gibney Anonymous Trails Foundation Mark & Jenny Guibert Brian & Irene Allison Ted & Andrea Witzel H.L. Staebler Co. Ltd. W. Donald Bean The Woolwich Community Fund Murray & Merle Haase Dr. Michael & Gay Booth Zehrs Markets Ltd. George Hahn J.F. Brooke Estate of Ross Edward Hahn Ted & Mary Brough DONATIONS $10,000 – $24,999 John M.* & Mary Harper Brush With Art Committee Anonymous Highland Road United Church David & Lina Caputo John S.* & Marjorie Acheson James & Sandra Hill City of Kitchener Anselma House Richard & Penny Hobson Conestoga College Mac Voisin Scholarship Series Robert M. & Judith Astley Gerald A. & Margie Hooper Erb & Good Family Funeral Home ATS Automation Tooling System Inc. David & Judy Horman Jim & Marianne Erb Jim & Heidi Balsillie Christopher R. Howlett First Echo Group Inc. Bell Canada Dr. Roderick & Alberta Jack Jack & Margaret Forbes* Estate of Ross Arthur Bergey Timothy J. Jackson & Jane Arnold Ralph & Phyllis Forbes Dora Bingeman Howard* & Patricia Jasper Robert D. Frank Bingemans Inc. Wilfred & Cathie Jenkins Linda & Lloyd* Gower Boston Pizza Foundation Arthur & Anna Jones Grand River Conservation Foundation Douglas G. Brock Ernest Kendall* Wendy Hallman Budd Canada Inc. David M. Kerr Susan Harkins* Robert C. Caldwell KidsAbility Centre for Child Development Estate of Roland A. Harris Centre For International Governance Innovation Dr. Robert M. Kilborn Homer Watson House Foundation Child Witness Centre of Waterloo Region Kitchener Beverages Ltd. Junior Achievement of the Waterloo Region Inc. Anthony Christie Kitchener Waterloo Civitan Club Estate of Henry Knell Penny Cleaver The KPMG Foundation KPMG Foundation Cora Group Inc. Mary & Robert* Kuntz Lions Club of Kitchener Matthew Cowan & Inga Rinne Myra Lahn* Gordon A.. Mackay* Steven & Sandra Currie Gary Levene & Deborah Eisenberg Mark-Milne Inc. Ed & Martha D’Agostino Brian & Shelley Lipskie Mersynergy Charitable Foundation Ronald & Mabel Dalton David & Janice MacIntosh William & Doreen Motz Leo & Laura Del Bel Estate of Gordon Alexander Mackay Dr. Peter H. Nash* & Ann Frank Deloitte LLP Jonathan MacNaughton Ormston Family Charitable Foundation Peter & Gisele Denommé Richard Manning & Holly Harkins Manning Estate of Marguerite Ormston Dorothy M. Elliott Maple Leaf Consumer Foods Inc. Gary F. & Susan Parker Kevin & Teresa Elop Adam & Noreen Marchand Estate of Helen I. Pollock Dr. John R. & Hilde* English Mark Eamer Professional Corporation Sandra A. Reid Equitable Life of Canada Margaret & Larry Marsland Estate of Ida K.I. Sanford Fashion Show Funds, Ontario Endowment Bruce Martin Scouts Canada - North Waterloo District for Children & Youth John & Mary Ann Martin* Peter & Elizabeth Sims Michael & Carol Ann Fitzpatrick Keith Martin & Jackie Hatherly-Martin Jeffrey & Jean Stacey Patrick J. Flynn Timothy & Nora Martin Paul Sweeny & Marie-Josée Boily Sweeny Estate of Margaret Gwen Forbes Mark & Helen McArdle Dr. David Taylor Mike Forristal Ian McLean Uptown Waterloo Jazz Festival Inc. Estate of Reginald J. Friesen Meridian Edge Consulting Karin Voisin William & Clare Fuller Richard G. Meunier*
24 Paul & Lucille Mitchell DONATIONS $5,000 – $9,999 Pat & William* Herzog Marc & Lori Morin Anonymous Hi-Tech Hockey League Gary & Karen Mottershead Randy Adams Hogg Fuel & Supply Kevin P. Mullan Steve & Vera Aldersley Suzanne Hyatt Jacqui Murphy Greg Barratt Imasco Limited Dr. Warren & Mary Ober BDO Dunwoody LLP Joseph E. Seagram & Sons Ltd. Oldfield, Greaves, D’Agostino, Billo & Nowak G. Robert & Noreen Blake James & Lee Kay Ontario Plowmen’s Association BLM Group Inc. John Kendall J. Terence* & Margaret Osbourne BMO Employee Charitable Foundation Jennifer King & Christopher McIntyre David Paleczny & Mary Reynolds Andrew D. & Andrea M. Bocking Kitchener – Waterloo Oktoberfest – David & Joan Petras T. Larry Bourk Oktoberfest Haus John & Ruth Pratten Ed* & Eleanor Brubaker Iain Klugman Ingrid Pregel David & Millie Buehlow Carl* & Jean Knell Programmed Insurance Brokers R.M. Buie Jim & Heather Lackner R. Alan & Susan Quarry William S. Carter George W. Lange Philip & Carole Rason Chubb Insurance Company of Canada Lear Corporation Canada Ltd. James F. Robertson Cloverleaf Charitable Foundation Stephen Lindt & Diane B. Wolfenden Brian & Mary Ann Ruby Horace & Rita Coelho Linwood & District Lions Club Estate of Martha Grace Schmidt Coldwell Banker Peter Benninger Realty Michael J. Marshman Edward W. Schooley Conestoga-Rovers & Associates Ltd. Marion Martin Schorn Consultants Inc. Manfred & Penny Conrad Dr. Greg & Leslie Mason Karen Scian Cowan Benefits Consulting Gytis T. Matulus & Jean L. Hein Estate of Carol Winifred Shields Don* & Marilyn Craig Harvey Ian McIntosh Glenn E. Smith Crawford Adjusters Canada Inc. McNeil Consumer Healthcare Daintry Snyder Crompton Co. Miller Thomson LLP Bryan D. & Joan Stewart Mary D’Alton William A. Moeser* Robert L. Strouth* Eleanor M. Davidson Corinne Moffatt The Regional Municipality of Waterloo Neil & Heidi Davidson Netwerx Media Solutions Inc. Elizabeth & Keith* Thomas Deer Ridge Charity Golf Tournament Ontario Die International Bertha K. Thompson Steve & D’Arcy Farlow Ontario Seed Co. Limited Scott Uffelman Gerald & Marg Finnen Avvey Peters & David Drewe United Way of Cambridge and North Dumfries Nyle H. Futher Thomas & Margot Pick Lorne Underwood* Mike Galbraith Pollock and Williams Limited Frank Voisin Raymond T. Gibney* Dr. Ronald Pond Mac Voisin Rodney N. Goetz Cameron Redmond Wagner Livock & Associates Financial Services Inc. Gowling Lafleur & Henderson LLP Retired Business & Professional Men’s Club Karl H. Wahl* Dorothy Greb Richard Ivey Foundation Waterloo Lions Club H M Advisors Inc. Gordon & Jean Riedlinger Waterloo Manufacturing Company Ltd. H.B. Gordon Education Foundation Trent Robinson Peter & Tracey Weiler Arthur H. Hahn Craig Robson Nola Young Jac N. & Kusum Hanemaayer Frank Rovers Ziggy’s Cycle & Sport Ltd. Paul G. Haslam Royal Trustco Vivian Zochowski Estate of Martha M. Hauck John W. Rumpel* Zonta Club of Kitchener Waterloo Donald Haycock S.G. Cunningham (Kitchener) Limited William R. Henderson* S-S Technologies
25 We Build. We Invest. We Lead. Edward G. Schafer Keith Gummow Ron Schwark Carl & Joyce Heck Rosemary W. Smith John Hesse Harold F. Snyder* Gerald A. Hooper Wayne Snyder James Hummel Lindsay & Louise Somerville Gordan A. Mackay* Tim & Teresa Sothern Wayne & Diane Moser Dr. Donald Spink Kenneth G. Murray Donald S. Sykes* Lois Norris & Leonard VanWonderen Gerald & Susan Taylor Milne & Mary Louise Oakes Ellen Todd R. Alan Quarry Anne Trussler James F. Robertson David P. & Kitty Uffelmann Edward Rooney Terry & Tatyanna van Lenthe Irene Rooney Elizabeth Walter Ross & Doris Dixon Barb & Robert L.* Warren Charitable Foundation Alistair & Alison Watson Karen Scian Don E.* & Catherine Weaver William D. & Deen Smith Janice & John* Weber John Thompson & Brenda McTearnen Estate of Pearl Weber David P. Uffelmann Weber Supply Company Karin W. E. Voisin Larry Williamson Bob* & Georgina Wagner Duncan R. & Harriet L. Winhold Dennis & Beverley Watson Words Worth Books Ltd. Rob & Michele Way John & Julie Wynen David J. Westfall
LEGACY LEADERS * Deceased Donors who have indicated their support to The KWCF through Bequests, RRSPs, RRIFs, Charitable Gift Annuities, Charitable Remainder Trusts and life insurance.
Anonymous (28) Brian & Irene Allison Mary Bales There are several ways to give to The Kitchener and Waterloo Community Foundation. Ellen Baynton Walker As a donor, you can choose the type of donation that best meets your financial needs Urie A. Bender Fred and Dora Mae Blayney and personal wishes. For more information about types of gifts you can make to The Alice E. Brown Foundation, please call 519-725-1806 or visit our website at: www.kwcf.ca Esther Bingeman Gascho Douglas G. Brock Mary Buhr Penny Cleaver
26 2013 DONATIONS Hundreds of people from all walks of life donate to Gloria Chapman Kris Fletcher The Kitchener and Waterloo Community Foundation Mary Elizabeth Chapman Patrick & Noreen Flynn each year. These generous gifts enable The James Cherry & Melissa Fritz Glenn Foden Foundation to support the important work being City of Kitchener Robert D. Frank done by our local charitable organizations. Cober Evolving Solutions Lewis Fraser The following are donations received in 2013 Horace & Rita Coelho Vera Gaffney-Aller of $100 and over: John Colantonio Murray Gamble Community Foundations of Canada Esther E. Gascho Andrew & Abigail Abouchar Megan Conway R. Gascho Brian & Irene Allison Deborah M. Currie Keith Geddes Michael & Sarah Awde Owen Curtis Rodney N. Goetz Joanne & Brent Ballantyne Lucille M. D’Agostino Paul & Sharon Good Edward & Freda Barakett Eleanor M. Davidson Linda Gower Marina Barnstijn Heidi & Neil Davidson Grainharvest Breadhouse Inc. Greg Barratt Sara Davies Grand River Valley Newspapers Belwood & District Lions Club Sandy & D’Arcy Delamere Gravenhurst Farmers Market Urie A. Bender Ellen Demeer Amanda Griffis R. Michael Benton Paul & Susan den Braasem Leonard Grover Patricia Bingeman Pietrek Peter & Gisele Denomme H M Advisors Inc. Bingemans Inc. Richard & Jennifer Denomme Murray & Merle Haase Dr. Jack Bishop Kevin Donovan George Hahn G. Robert Blake Kim Douglas Jim & Sue Hallman Andrew & Andrea Bocking Downtown Kitchener BIA Paul G. Haslam R. Lessard Boily Suzanne & Ronald Doyle Monica Heinrich & Michael Verhoeve Dr. Michael & Gay Booth Spiro Dracopoulos Fred Henderson Boston Pizza Foundation Ginny Dybenko George & Jennifer Henderson Larry & Lois Botkin Economical Insurance James & Sandra Hill Donald J. Bourgeois & Susan Campbell Clarence Elg Jane G. Hill Alison Boyd & Andrew Smith Kevin & Teresa Elop Jonathan & Roxann Hill Elburn & Linda Bradley Craig Emptage Sandra & James C. Hill Brady’s Meats Ltd. Erb & Erb Insurance Brokers Ltd. Chris Hinkewich James & Jane Breithaupt Erin Agricultural Society John & Rosalind Hobson Edward & Mary Brough Estate of Margaret Gwen Forbes Gary Hoerle Alex & Trish Brown Estate of Gordon Alexander Mackay Donna Hollander Alice E. Brown Estate of Keith M. Shantz Gerald A. & Margie Hooper Dr. William & Trudy Bryant Estate of Winifred Shantz David & Judy Horman Dr. H. Edwin Buder Evenholme Investments Andrew A. Horn Robert C. Caldwell Roger & Cathy Farwell Hospice of Waterloo Region Cambridge Butterfly Conservatory Fengate Capital Management Christopher R. Howlett Maria Cantalini Williams Mark Fieder Debbie & John Huck Lina & David Caputo Gerald & Marg Finnen Suzanne Hyatt The Centre In The Square Bob & Joyce Fisher Kelly A. Iles-Brush & William R. Brush Joseph Chalhoub Brian Fisher Angelo J. Innocente Gordon W. Chambers Michael & Carolyn Ann Fitzpatrick Dr. Charles & Pam Irwin Patricia A. & Richard M. Chambers Mary Ann & Arnold Fleming Dr. Roderick & Alberta Jack
27 We Build. We Invest. We Lead. Andrew C. Jackson Frank & Jacquelynne McFarlane R. Alan & Susan Quarry Timothy J. Jackson & Jane Arnold Harvey Ian McIntosh Helen Rau Dave Jaworsky Ian McLean Cameron Redmond Wilfred & Cathie Jenkins Omar McLean Alan & Theresa Reinhardt Gord Jokic James McNulty Mark Reynolds Robert A. Jones Karen & Robert Medsger Inga Rinne & Matthew Cowan Rosalind & Dieter Kays Melloul-Blamey Construction James & Mary Robertson Douglas Kellough Meridian Edge Consulting Craig & Nancy Robson David M. Kerr & Sandra C. Walneck Mersynergy Charitable Foundation Gordon Robson Adam & Lisa Khull Beverley L. Middlemass Peter Roe Steve Kidd Muriel Misch Michael & Pauline Ronzio Jennifer King & Christopher McIntyre Dave Missons Ross & Doris Dixon Charitable Foundation Kitchener Sports Association William & Beryl Moffat Brian & Mary Ann Ruby Kitchener-Conestoga Rotary Club Dream Home Corinne Moffatt Karen Saunders & Robert Rombough John Kokko Hulene Montgomery & Michael D. Graham Richard Schnarr Kelly Kracker Marc & Lori Morin Jim M. Schwindt Mary Kuntz J. Scott & Jane E. Morley Karen Scian Carol A. Leaman Mallory M. Morris-Sartz & John Sartz Scouts Canada – Central Escarpment Council Dr. Desta F. Leavine Kathy Mostardi Ken & Kathryn Seiling Martin & Charlotte Levene Gary & Karen Mottershead Stan Shantz Lions Club of Kitchener Tom & Elizabeth Motz Don Shilton Brian & Shelley Lipskie Kevin P. Mullan Peter H. & Elizabeth B. Sims Thomas Little Jacqui & Jeffrey Murphy Pamela Sittler Bethan Llewellyn Kenneth & Marilyn Murray Glenn E. Smith Lumastream Canada ULC Larry E. Murray Michael Smith The Lyle S. Hallman Charitable Foundation Stanley & Donna Nahrgang Rosemary W. Smith Bob Lymer Mike Nellich Linda & Paul Snyder Joyce MacCallum Susan Neufeld Tim & Teresa Sothern David A. & Janice MacIntosh Dr. Warren U. & Mary R. Ober Spaenaur Inc. Dale R. MacIntyre Marion & Elwyn Officer Jeffrey & Jean Stacey Judith Mackenzie Oldfield, Greaves, D’Agostino Marie Stauch John Mann Paul J. Olinski Jeff Stephenson Richard Manning & Holly Harkins Manning David M. Paleczny & Mary L. Reynolds Dr. John D. Stewart Manulife Financial Gary & Susan Parker David Strucke Mark Eamer Professional Corporation Steven & Trina Parker Dr. John Suljak & Dr. Ninetta Scolieri Rob Marsh Brigitte Penzendorfer Paul Sweeny & Marie-Josée Boily Sweeny J. Jamieson Martin Personius Melber LLP James & Vikki Tait Marion & Douglas Martin David & Joan Petras Elizabeth Templin Timothy & Nora Martin Lee & Alicia Piccoli Bill & Joanne Thomson Dr. Greg & Leslie Mason Thomas & Margot Pick Amanda Timms Gytis T. Matulus & Lean L. Hein Ingrid Pregel Ruth & Jack Turner Mark & Helen McArdle Robert Pritchard W. Scott Uffelman Gordon & Fran McConnell The Probus Club of Kitchener-Conestoga David & Kitty Uffelmann Jacquelynn & Michael McCourt Programmed Insurance Brokers United Way Kitchener Waterloo & Area
28 2013 DONATIONS
University of Waterloo – Research+Tech Park Activities Committee Uptown Waterloo Jazz Festival Inc. Vantage Wealth Management Lynn J. Vincent Wagner Livock & Associates Helen M. Wagner Bryce & Nancy Walker Elizabeth Walter Barb Warren The Waterloo Region Record Alison & Alistair A. Watson Miriam & Mark Weber Hazel Westfall David J. Westfall Corinne Wettlaufer Eileen M. Wiegand Ron Wilcock Terry & Gail Wilder Brian Wilson Lois Wilson Duncan R. & Harriet L. Winhold The Winnipeg Foundation Dr. Patrick & Dr. Kathy Winter Woolwich Community Services Inc. Waterloo Region International Plowing Match Committee John & Julie Wynen Dr. Peter & Judith Wyshynski David & Eleanor Yach YWCA Kitchener-Waterloo Zehr Management Inc. Zonta Club of Kitchener Waterloo
In addition, six anonymous gifts of over $100 were made to The KWCF in 2013.
29 We Build. We Invest. We Lead. 2013 GRANTS AWARDED
COMMUNITY FUND *These grants are provided in partnership with United Way Kitchener Waterloo & Area as a way to help new Canadian groups in K-W build their sense of community and help them integrate into Canadian life. Canadian Clay and Glass Gallery 15,900 They are typically grassroots groups of people who have come together to address a need in their Capacity Waterloo Region 30,000 ethnic community. Normally, new Canadian groups are not registered charities, thus they are required Centre For Community Based Research 1,000 to partner with a registered charitable organization such as K-W Counselling, Carizon Family and City of Kitchener – Kitchener Blues Community 9,025 Community Services or K-W Multicultural Centre in order to receive a grant. Community Justice Initiatives of Waterloo Region 37,200 Family and Children’s Services of the Waterloo Region – The Family Centre 21,680 DONOR ADVISED FUNDS HopeSpring Cancer Support Centre 783 Audrey and Gerald Moser Trust Hospice of Waterloo Region 3,700 Carmel of St. Joseph 1,000 KidsAblity Centre for Child Development – KidsAbility Centre for Child Development Foundation 1,000 New Story Group of Waterloo Region 8,000 Kitchener-Waterloo Counselling Services 1,000 Kitchener-Waterloo Counselling Services 20,000 St. Louis Parish 2,000 Kitchener-Waterloo Extend-A-Family Association 9,200 St. Mary’s General Hospital Foundation K-W 2,500 Kitchener-Waterloo Multicultural Centre Inc. 11,133 Brenda and Peter Hallman Family Fund Kitchener-Waterloo Multicultural Centre Inc. – Neruda Productions 25,200 Hospice of Waterloo Region 1,500 K-W Working Centre For The Unemployed 52,400 Sexual Assault Support Centre of Waterloo Region 5,275 K-W Working Centre For The Unemployed – Multicultural Cinema Club 15,200 Rockway Mennonite Collegiate 200 Lutherwood Child and Family Foundation 18,200 United Way Kitchener Waterloo & Area 5,275 National Service Dogs 25,000 YWCA Kitchener-Waterloo 10,550 Numus Concerts – The Grand River Jazz Society Corp. 19,400 Our Place Family Resource and Early Years Centre 669 Brian Fisher Family Fund Social Planning Council of Kitchener-Waterloo 20,837 The Brian Fisher Family Fund Social Venture Partners Waterloo Region 10,000 Strong Start Charitable Organization 900 The Kitchener and Waterloo Community Foundation 136,187 The Christine Fisher Memorial Student Award Fund The Kitchener-Waterloo Art Gallery 20,041 University of Waterloo 3,500 United Way Kitchener Waterloo & Area 10,000 The Nancy Paul-Fisher Memorial Fund Victim Services of Waterloo Region 23,127 Women’s Crisis Services of Waterloo Region 1,500 Volunteer Action Centre of Kitchener-Waterloo and Area 10,200 Bryce and Nancy Walker Family Fund Waterloo Community Arts Centre 8,200 Carizon Family and Community Services – Pathways to Education 1,500 Waterloo Education Foundation Inc. – Bluevale Collegiate Institute 3,000 YWCA Kitchener-Waterloo 600 Waterloo Education Foundation Inc. – Crestview Public School 3,000 The David and Eleanor Yach Family Fund Waterloo Education Foundation Inc. – Millen Woods Public School 3,000 Carizon Family and Community Services – Pathways to Education 4,300 Waterloo Education Foundation Inc. – Wilson Avenue Public School 3,000 Strong Start Charitable Organization 4,300 Waterloo Education Foundation Inc. – Winston Churchill Public School 2,500 David Claire & Susan Ferne Bender Family Fund Waterloo Region Catholic Schools Foundation Inc. – St. Clement School 2,100 Grand River Hospital Foundation 500 YWCA Kitchener-Waterloo 14,650 HopeSpring Cancer Support Centre 1,000 New Canadian Grant Program – Community Fund Grants* Hospice of Waterloo Region 250 Carizon Family and Community Services – Promise for Partnership House of Friendship of Kitchener 580 Program with Reception House Waterloo Region 1,500 KidsAbility Centre for Child Development Foundation 500 International Teams Canada – Welcome Home Refugee Housing Community 1,500 St. Mary’s General Hospital Foundation K-W 500 Kitchener-Waterloo Counselling Services – Coalition of Muslim Women KW 1,500 Dr. John D. Stewart Fund Kitchener-Waterloo Counselling Services – Hope for Better Life Society 1,500 Strong Start Charitable Organization 3,700 Kitchener-Waterloo Counselling Services – Somali Canadian Association of Waterloo Region 1,500 Erb & Good Family Funeral Home Community Fund Kitchener-Waterloo Counselling Services – African Community Wellness Initiative 1,500 Hospice of Waterloo Region 1,100 Kitchener-Waterloo Counselling Services – South Sudanese Canadian Lisaard House Charitable Foundation 1,100 Association of Waterloo Region and Wellington Areas 1,500 Eric and Muriel Misch Family Fund K-W Working Centre for the Unemployed – First Rohingya Language School 1,500 Lisaard House Charitable Foundation 1,800 Muslim Social Services of Kitchener Waterloo 1,500 The Christian Arabic Church 1,500
30 GRANTS AWARDED
The “50” Plus Team Fund The May Court Club Of Kitchener-Waterloo 500 Children’s Wish Foundation 2,000 United Way Kitchener Waterloo & Area 1,000 KidsAbility Centre for Child Development Foundation 4,500 University of St. Michael’s College 1,000 Nutrition For Learning 4,400 The Jim and Sue Hallman Family Fund Florence Louise Marsland Fund Junior Achievement of Waterloo Region 5,000 KidsAbility Centre for Child Development Foundation 5,100 Lisaard House Charitable Foundation 5,600 The Kitchener-Waterloo Symphony Orchestra Association 5,000 Mennonite Central Committee Ontario 10,000 The Franbar Fund Hospice of Waterloo Region 1,500 Lisaard House Charitable Foundation 10,500 House of Friendship of Kitchener 5,000 KidsAbility Centre for Child Development Foundation 2,500 From a St. Jerome’s Boy Fund Kitchener-Waterloo YMCA 500 Waterloo Region Catholic Schools Foundation Inc. – K-W Habilitation Services 14,500 Resurrection Catholic Secondary School 1,000 K-W Working Centre For The Unemployed 10,000 Harold and Gloria Chapman Family Fund YWCA Kitchener-Waterloo 2,000 Grand River Hospital Foundation 600 John A. McLennan Family Fund Hospice Wellington 600 Amici Camping Charity 3,000 The Kitchener-Waterloo Symphony Orchestra Association 1,000 Grand River Hospital Foundation 3,000 Hartman and Brenda Krug Family Fund Roseneath Theatre 1,700 St. Mary’s General Hospital Foundation K-W 2,500 Waterloo Regional Down Syndrome Society 1,700 The Hilde English Memorial Fund The John A. Pollock Family Fund The Kitchener-Waterloo Symphony Orchestra Association 400 Art Gallery of Ontario 10,000 Wilfrid Laurier University 1,000 Cambridge & North Dumfries Community Foundation 12,850 Hughraine Fund Cambridge Memorial Hospital Foundation 10,000 Amnesty International Canadian Section 2,959 Canadian Clay and Glass Gallery 3,000 Canadian UNICEF Committee 2,959 Createscape Waterloo Region – Creative Entreprise Initiative 10,000 Canadian Warplane Heritage 538 Drayton Entertainment 5,000 CNIB – Canadian National Institute for the Blind – Ontario Division 4,035 Grand River Conservation Foundation 10,000 Elora Bethany Pastoral Charge 2,959 Grand River Hospital Foundation 3,000 Engineers Without Borders Canada 1,076 Junior Achievement of Waterloo Region 5,000 Farm Radio International 538 Kitchener-Waterloo YMCA 7,500 Guelph-Wellington Women In Crisis 807 Perimeter Institute 10,000 Hamilton Health Sciences Foundation 807 rare Charitable Research Reserve 5,000 Kitchener-Waterloo Access-Ability 2,959 Region of Waterloo – Waterloo Region Museum 10,000 Street Kids International 2,959 St. John’s Kilmarnock School 2,500 The Kitchener-Waterloo Symphony Orchestra Association 538 St. Mary’s General Hospital Foundation K-W 3,000 The Leprosy Mission Canada 2,959 The Kitchener-Waterloo Art Gallery 3,000 The Ontario Educational Communications Authority (TVOntario) 807 The Kitchener-Waterloo Symphony Orchestra Association 3,000 The Jim and Sandy Beingessner and Family Fund United Way Kitchener Waterloo & Area 3,000 Chalice (Canada) 350 United Way of Cambridge and North Dumfries 3,000 Elora Community Theatre 400 University of Waterloo 8,000 Equestrian Order of Holy Sepulchre of Jerusalem Lieutenancy of Eastern Canada 750 Wilfrid Laurier University 50,000 Grand River Conservation Foundation 500 Ken Murray Fund Guelph Community Foundation 500 Guelph Chamber Choir 1,500 Guelph Youth Singers 300 Kiwanis Club of Kitchener-Waterloo – KW Kiwanis Music Festival 1,000 Junior Achievement of Waterloo Region 2,000 Queen’s Theological College 15,000 Our Lady of Lourdes Parish 1,000 Shaw Festival Theatre Foundation Canada 1,500 Parkinson Society Southwestern Ontario 250 Stratford Shakespearean Festival of Canada 3,000 Right to Life Association of K-W & Area 200 The Kitchener-Waterloo Symphony Orchestra Association 6,500 St. Jerome’s University 1,000 Three Centuries Festival – Elora Festival 4,000 St. Mary’s General Hospital Foundation K-W 650 United Way Guelph Wellington Dufferin 2,000 The Kitchener-Waterloo Symphony Orchestra Association 1,000 Wilfrid Laurier University 8,000
31 We Build. We Invest. We Lead. K-W Corporate Challenge Fund Perimeter Institute 10,000 Kitchener-Waterloo YMCA 5,000 Planned Parenthood Waterloo Region 5,000 Landmann Family Fund rare Charitable Research Reserve 130,900 Homer Watson House Foundation 2,000 Roseneath Theatre 5,000 HopeSpring Cancer Support Centre 4,760 The Kitchener-Waterloo Art Gallery 20,000 Hospice of Waterloo Region 2,000 The Kitchener-Waterloo Symphony Orchestra Association 24,000 KidsAbility Centre for Child Development Foundation 1,000 The New Quarterly Literary Society 1,500 Kitchener-Waterloo Access-Ability 1,000 THEMUSEUM 5,000 Lost & Found Theatre 3,000 Ormston Family Fund Parents For Community Living Kitchener-Waterloo 2,000 Canadian Cancer Society, Ontario Division 1,900 Project READ Literacy Network (Waterloo-Wellington) 2,000 KidsAbility Centre for Child Development Foundation 5,000 Region of Waterloo – Joseph Schneider Haus 4,000 Sunrise Therapeutic Riding & Learning Centre 2,500 Scientists in School 2,877 Paul Kuntz Legacy Strong Start Charitable Organization 1,063 House of Friendship of Kitchener 1,000 The Kitchener-Waterloo Symphony Orchestra Association 1,000 Junior Achievement of Waterloo Region 1,000 The Literacy Group of Waterloo Region 1,000 KidsAbility Centre for Child Development Foundation 1,000 The New Quarterly Literary Society 1,700 Lisaard House Charitable Foundation 1,000 Lonsdale and Roberta Schofield Fund Strong Start Charitable Organization 1,000 Scouts Canada – Central Escarpment Council – Camp Everton 10,000 The Robert Caldwell Fund St. Mary’s General Hospital Foundation K-W 5,000 Grand River Conservation Foundation 400 Woolwich Recreational Facility Foundation – Breslau Water Park 3,900 The Ryther Fund Marianne and Jim Erb Family Fund Women’s Crisis Services of Waterloo Region 2,100 Kitchener Rotary Club Charitable Foundation 1,000 The Savvas & Lenia Chamberlain Fund Mennonite Coalition For Refugee Support 1,000 Reaching Our Outdoor Friends (ROOF) 8,200 McMurtry Family Fund Sharon and Paul Good Fund Engineers Without Borders Canada 5,000 Grace Lutheran Church 1,000 Junior Achievement of Waterloo Region 500 Lutherwood Child and Family Foundation 1,000 Kitchener-Waterloo YMCA 6,300 Ontario Nature 2,000 The Spinnaker Fund rare Charitable Research Reserve 2,000 Kitchener-Waterloo YMCA 15,000 United Way Kitchener Waterloo & Area 6,000 Nutrition for Learning 12,000 Project READ Literacy Network (Waterloo-Wellington) 10,500 The Moe Norman Memorial Fund University of Waterloo 1,000 Steffensen Family Fund Waterloo Regional Crime Stoppers 3,900 United Way Kitchener Waterloo & Area 9,400 The Motz Family Endowment The TD Bank Financial Group Employees Endowment Fund Hospice of Waterloo Region 10,000 K-W Habilitation Services 700 Kitchener-Waterloo Extend-A-Family Association 7,848 Lisaard House Charitable Foundation 700 Kitchener-Waterloo Multicultural Centre Inc. 5,000 The Ted and Andrea Witzel Family Fund Lisaard House Charitable Foundation 15,000 Kitchener-Waterloo Extend-A-Family Association 1,400 Mennonite Coalition For Refugee Support 652 University of Waterloo Research and Technology Park Activities Committee Fund St. Mary’s General Hospital Foundation K-W 5,000 Hospice of Waterloo Region 5,000 The Musagetes Fund The Urie A. and Dorothy M. Bender Endowment Fund ArtsSmarts/GénieArts – ArtsSmarts Waterloo Region 2,000 House of Friendship of Kitchener 3,000 Canadian Clay and Glass Gallery 10,000 The Victoria D’Agostino Children’s Benefit Fund Contemporary Art Forum Kitchener & Area (CAFKA) 30,000 Kitchener-Waterloo Bilingual School 520 Createscape Waterloo Region – Open Ears 5,000 Waterloo Education Foundation Inc. 5,056 Kitchener-Waterloo Multicultural Centre Inc. – Neruda Productions 5,000 Waterloo Region Catholic Schools Foundation Inc. 2,457 Kitchener-Waterloo Multicultural Centre Inc. – The Multicultural Theatre Space 20,000 K-W Working Centre For The Unemployed – Multicultural Cinema Club 2,500 Walter and Florence Martin Endowment Fund Pat the Dog Playwright Development Centre 1,500 Woolwich Community Services 3,700
32 GRANTS AWARDED
Westfall and Hill Family Fund Art Investment Fund Grand River Hospital Foundation 4,000 Createscape Waterloo Region 2,500 St. Mary’s General Hospital Foundation K-W 4,300 The Kitchener and Waterloo Community Foundation 3,100 Westmount Golf Charity Fund Brush with Art Visual Arts Fund Westmount Golf Charity Fund Createscape Waterloo Region – Box 13 1,200 National Service Dogs 400 George Cluthe Fund Westmount Golf Tournament Charity Fund Bereaved Families of Ontario – Waterloo Region 1,680 National Service Dogs 13,300 Sexual Assault Support Centre of Waterloo Region 5,520 Westmount Golf Charity Fund – The Keith & Winifred Shantz Fund for the Arts Oktoberfest Charity Pro-Am Golf Tournament Fund Canadian Clay and Glass Gallery 16,380 Big Brothers Big Sisters of Waterloo Region 7,700 The Kitchener-Waterloo Symphony Orchestra Association 9,100 The William Roberts Family Fund University of Waterloo 10,920 St. Mary’s General Hospital Foundation K-W 400 The Lyle S. Hallman Fund KidsAbility Centre for Child Development Foundation 3,000 DESIGNATED FUNDS Kitchener-Waterloo YMCA 8,600 Amy Hallman Snyder Award Fund Township of Wilmot – Splash Pad Project 15,000 City of Kitchener – Arts Awards Waterloo Region 900 Woolwich Recreational Facility Foundation – Skate Elmira 5,000 Canadian Clay and Glass Endowment Fund Woolwich Recreational Facility Foundation – Breslau Water Park 15,000 Canadian Clay and Glass Gallery 9,400 Music Fund The Charles E. Heller Fund City of Kitchener – Kitchener Blues Community 3,900 St. John’s Evangelical Lutheran Church 4,000 Ontario Endowment for Children and Youth in Recreation Fund The Choices Fund CNIB – The Canadian National Institute For The Blind 4,000 Planned Parenthood Waterloo Region 5,500 Hidden Acres Mennonite Camp 800 Highland Stirling Community Group – Dorothy Shoemaker Literary Award Fund Mill-Courtland Neighbourhood Association 4,300 Kitchener Public Library 3,900 House of Friendship of Kitchener 5,600 Emmerton Fund Alzheimer Independent Living Centre of Waterloo Region 4,000 Alzheimer Society of Kitchener Waterloo 700 Reception House – Waterloo Region 4,500 Emmerton Fund Heart & Stroke Sport Alliance Ontario – KidSport Kitchener Waterloo 2,000 The Heart and Stroke Foundation 700 Township of Wilmot – Splash Pad Project 2,000 Emmerton Fund Hospital Equipment Waterloo Education Foundation Inc. – Courtland Avenue Senior Public School 1,300 St. Mary’s General Hospital Foundation K-W 5,000 Woolwich Recreational Facility Foundation – Breslau Water Park 2,000 Woolwich Recreational Facility Foundation – Skate Elmira 2,000 Emmerton Fund House of Friendship House of Friendship of Kitchener 700 Palliative Care Fund Lisaard House Charitable Foundation 8,200 Esther Bingeman Gascho Fund House of Friendship of Kitchener 1,500 School Sisters of Notre Dame Legacy Fund Carizon Family and Community Services – kidsLINK 10,000 The Howard G. Schneider Cancer Care Fund Grand River Hospital Foundation 2,200 TD Canada Trust Merv Lahn Community Development Fund City of Kitchener – KOI CON 2013 Conference 6,000 Murray Fried Fund Kitchener-Waterloo YMCA 12,500 City of Kitchener – Kitchener Minor Hockey Association 3,550 Scouts Canada – Central Escarpment Council – 11th Scout Group 1,775 Waterloo Region International Plowing Match 1995 and 2012 Fund Scouts Canada – Central Escarpment Council – Camp Everton 1,775 HopeSpring Cancer Support Centre 5,000 National Service Dogs 4,450 Retired Business & Professional Men’s Club of K-W Fund Strong Start Charitable Organization 1,450 Junior Achievement of Waterloo Region 800 The Waterloo Region Record – Lyle S. Hallman Foundation Kids to Camp Fund Big Brothers Big Sisters of Waterloo Region 1,000 FIELD OF INTEREST FUNDS Camp McGovern 5,000 The Alice (Braley) Judges – Walter Judges Fund Canadian Diabetes Association-Association Canadienne Du Diabete 1,500 Wilfrid Laurier University 12,300
33 We Build. We Invest. We Lead. Central Ontario Developmental Riding Program 3,000 University of Western Ontario 1,000 City of Kitchener – Every Kid Counts 4,224 Waterloo Education Foundation Inc. – H.E.L.P. Program at Jacob Hespeler S.S. 100 Hidden Acres Mennonite Camp 1,000 Canadian Mental Health Association Grand River Branch - WAYVE 100 House of Friendship of Kitchener 1,250 Wilfrid Laurier University 2,000 J. Steckle Heritage Homestead 1,000 Wilmot Family Resource Centre 100 KidsAbility Centre for Child Development Foundation 2,080 World Vision Canada - Vision Mondiale Canada 100 Kitchener Waterloo Humane Society 700 The John R. Robins Fund Kitchener-Waterloo Extend-A-Family Association 3,450 University of Toronto 1,000 rare Charitable Research Reserve 600 Wilfrid Laurier University 2,500 St. George’s of Forest Hill 911 The Kitchener Rangers Hockey Club Scholarhip Fund The Kitchener-Waterloo Art Gallery 975 Conestoga College Institute of Technology & Advanced Learning 4,000 The Kitchener-Waterloo Symphony Orchestra Association 520 Redeemer University College 500 THEMUSEUM 1,800 St. Clair College 1,000 Waterloo Mennonite Brethren Church 420 University of Ottawa 2,250 YWCA Kitchener-Waterloo 3,500 University of Waterloo 8,250 The Waterloo Region Record Literacy Fund The Mac Voisin Scholarship Series Mennonite Coalition For Refugee Support 1,500 Conestoga College Institute of Technology & Advanced Learning 2,100 Project READ Literacy Network (Waterloo-Wellington) 2,000 NHLPA Dan Snyder Memorial Student Award Fund The Woolwich Community Fund Conestoga College Institute of Technology & Advanced Learning 1,200 Breslau Recreation Association – Trees for Woolwich 1,000 Ryerson University 1,200 Waterloo Region Catholic Schools Foundation Inc. – The University of Maine 1,200 St. Teresa of Avila Catholic Elementary School 2,000 Woolwich Community Health Centre 1,000 R. Jack Middlemass Memorial Scholarship Fund Woolwich Recreational Facility Foundation – Skate Elmira 3,300 University of Toronto 3,500 Youth Advisory Council (YAC) Fund The Walter A. Bean KWCF Scholarship Fund Kitchener-Waterloo YMCA 1,400 University of Waterloo 2,800
STUDENT AWARD FUNDS CHARITABLE ORGANIZATION ENDOWMENT FUNDS Big Brothers of Kitchener – Waterloo Promise Scholarship Fund Anselma House Endowment Fund 900 Big Brothers Big Sisters of Waterloo Region 400 Big Sisters Endowment Fund 1,800 Child Witness Centre – Balsillie Endowment Fund 1,700 Ernest Kendall Award Fund Grand River Conservation Foundation 1,000 Waterloo Education Foundation Inc. – Elmira District Secondary School 900 Homer Watson House & Gallery Endowment Fund 1,200 France-Anne Sweeny “Making a Difference” Fund Hospice of Waterloo Region Endowment Fund 400 AGA Khan Foundation Canada/ Fondation AGA Khan Canada 100 Junior Achievement Terry Burch Memorial Fund 1,200 Big Brothers Big Sisters of Waterloo Region 100 KidsAbility Foundation Endowment Fund 24,000 Brain Injury Association of Canada 100 Kitchener Sports Association Legacy Fund 2,800 Cambridge and District Humane Society 100 Parents for Commuity Living Robert Denomme Fund 2,300 Cambridge North Rotary Charitable Fund 100 Scouts Canada – North Waterloo District Endowment Fund 1,600 Canadian Cancer Society – Waterloo Region Unit 200 Social Venture Partners Waterloo Region Fund 230,189 Community Living Cambridge 100 St. Mary’s General Hospital Foundation – Physician’s Endowment Fund 2,700 Crohn’s and Colitis Foundation of Canada 100 The Kitchener and Waterloo Community Foundation 4,200 Give International 100 The Kitchener-Conestoga Rotary Dream Home Fund 7,700 Kids Can Free The Children 300 The United Way Forever Fund 51,900 KidsAbility Centre for Child Development Foundation 200 The Uptown Waterloo Jazz Festival Endowment Fund 1,200 Queen’s University 2,000 WPL Endowment Fund 6,400 Reaching Our Outdoor Friends (ROOF) 100 YWCA Endowment Fund 51,100 Silver Lake Mennonite Camp 100
Starlight Children’s Foundation 100 University of Waterloo 3,000 TOTAL 2013 GRANTS 2,276,364
34 HELPING YOU DO GOOD WORK
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 clients’ 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.
35 We Build. We Invest. We Lead. 2013 FINANCIAL RESULTS
We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction and monitoring The Foundation’s operations.
We are pleased to report that the assets of The Foundation are now approaching the $65M mark.
The KWCF Investments: In 2013, The KWCF’s return on pooled investment funds was 16.2% versus the benchmark return of 13.2%. (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 7.5%, and since inception in 1984, The KWCF’s investment return has averaged 9.7%.
INVESTMENT RETURNS
20
15
10
5
0 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 % Return -5
-10
-15
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. The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset mix targets:
INVESTMENT ASSET MIX TARGETS FOR INVESTMENT PORTFOLIO, DECEMBER 2013
40% 40% 30% 30% 30%
20%
10%
0% Fixed Income, Canadian Equity Global Equity Cash & Short Term
The KWCF Investment Policy was last revised in November of 2013.
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. • 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 for 2013 exceeded $2.8M.
TOTAL DONATIONS RECEIVED $5000 4,287 2,822
$2500 2,088 1,6 2 2 1,593 997
$0 2008 2009 2010 2011 2012 2013
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 years’ earnings for future granting requirements.
In 2013, almost 100% of the Community Fund Grants were able to be directed to the top four priority areas identified in the WRVS Priority Report.
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.
38 THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION
2013 Financial Report – Condensed Financial Statements
Statement of Financial Position as of December 31, 2013, with comparative information for 2012. 2013 2012 ASSETS Investments at market value [Note 1] $ 63,828,568 $ 56,080,436 Other 1,357,603 924,719 65,186,171 $ 57,005,155 LIABILITIES AND FUND BALANCES Liabilities Grants and other liabilities $ 371,389 $ 429,191 Deferred revenue 224,008 210,844 595,397 640,035 FUND BALANCES Operating Fund $ 448,743 $ 471,862 Capital Fund 63,945,204 55,695,351 Funds for Distribution 196,827 197,907 64,590,774 56,365,120 $ 65,186,171 $ 57,005,155 Non-owned Assets [Note 2]
Condensed Statement of Operations – Year Ended December 31, 2013, with comparative information for 2012. 2013 2012 REVENUE Donations $ 2,822,497 $ 4,286,734 Investment income 8,808,341 5,199,323 Other (grant income, sponsorships, etc.) 313,353 298,520 Administration fees 52,100 60,912 11,996,291 9,845,489 EXPENSES Grants 2,304,923 2,136,834 Operating expenses 1,465,714 1,251,793 3,770,637 3,388,627 Excess of revenue over expenditures 8,225,654 6,456,862
Fund balances, beginning of year 56,365,120 49,908,258 FUND BALANCES, END OF YEAR $ 64,590,774 $ 56,365,120
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. 2013 2012 Market Value Market Value Provincially Guaranteed Bonds 98,980 97,145 Bissett Core Equity Fund 10,684,400 8,962,559 Connor Clark & Lunn Canadian Equity Fund A 10,774,317 8,471,178 TD Emerald Canadian: Pooled Bond Fund 8,486,703 17,521,789 Core Plus Bond Pooled Fund 9,711,434 - Short Term Investment Fund 1,866,791 2,084,085 Walter Scott and Partners Global Equity Fund 21,412,381 18,200,217 TD Waterhouse Portfolio 343,562 - Community Forward Fund 450,000 451,500 Bank of Montreal Portfolio - 291,963 TOTAL $ 63,828,568 56,080,436
Funds for Distribution of $1,200 are included in the TD Emerald Canadian Short Term Investment Fund.
Note 2. Non-owned Assets The Foundation holds certain securities for custody and management on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of The Foundation.
The amounts under administration are as follows: 2013 2012 Market Value Market Value St Mary’s General Hospital Foundation 3,796,073 6,319,758 The Catholic Community Foundation of Waterloo Region Fund 2,511,614 - THEMUSEUM’s Endowment Fund 1,848,858 2,564,672 Conestoga College Institute of Technology and Advanced Learning Fund 1,747,267 - TOTAL 9,903,812 8,884,430
The audited financial statements for The Kitchener and Waterloo Community Foundation (auditors KPMG LLP) are available on our website at www.kwcf.ca or by mail. Please call 519-725-1806 to request a copy.
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 about 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 email me at [email protected]
JOHN BOWDEN LINDA SHORTT As Director, Financial Services for The Foundation, As The KWCF’s Financial Services Coordinator, I am I am responsible for the accounting, investment, responsible for the processing of accounts payable and administration and privacy functions of the organization. receivable, grant payments, as well as for processing and This includes financial reporting, disbursement, donation receipting donations. If you have a question about making and gift acceptance activities. For financial queries please a donation or a tax receipt, give me a call at 519-725-1806 contact me at 519-725-1806 extension 202, or email me extension 208, or email me at [email protected] at [email protected]
BRENDAN SHEEHAN CHELSEA ARNOTT As Director, Philanthropic Services for The Foundation, As Philanthropic Services Coordinator for The Foundation, I oversee leadership initiatives such as Waterloo Region’s it is my responsibility to maintain efficient office administration Vital Signs®, Engage! K-W, Random Act of Kindness Day® and day-to-day operations of our leadership and granting and the Centre for Community Knowledge. In addition, programs. If you have any questions about how to apply I oversee all granting initiatives as a part of the for a grant, or about one of The KWCF’s strategic programs, Philanthropic Services portfolio. If I can be of service please do not hesitate to contact me at 519-725-1806 please contact me at 519-725-1806 extension 204, extension 206, or email me at [email protected] or email me at [email protected]
BETHAN LLEWELLYN ROCHELLE BENOIT As Director, Executive Services for The Foundation, As Executive Services Coordinator for The Foundation, I promote The KWCF to our wonderful community. I assist Rosemary, take care of our office and assist in Whether it’s writing media releases, publications or just planning special events and marketing initiatives. I also shouting from the roof tops, I’m here to make sure YOU provide overall administration for The Foundation, so if know all about the fantastic things The KWCF does every you’re not sure who to contact at The Foundation, please day. I also manage KWCF Events and oversee support call me at 519-725-1806 extension 209, or email me at to the Board of Directors and the office of the CEO. [email protected] I’d love to hear from you. Give me a call at 519-725-1806 extension 205, or email me at [email protected]
LINDA ZENSNER As Manager of Grant Services for The Foundation, I am responsible for all aspects of our granting programs. This includes community consultation and liaison, analysis of grant requests, and monitoring and evaluation of grants awarded. I also assist our Donor Advised Fund Holders with research and coordination of their grant-making activities. For grant queries please contact me at 519-725-1806 extension 203, or email me at [email protected]
41 We Build. We Invest. We Lead. 2013 ASSETS BY FUND TYPE 2013 GRANTS FOR ALL FUNDS by Waterloo Region’s Vital Signs Area
Belonging & Leadership* 27.8% Health & Wellness* 26.5% Arts and Culture* 17.8% Learning 9.6% Gap Between Rich & Poor 7.0% Environment 6.9% Getting Started* 3.1% Work 0.9% Safety 0.4%
2013 COMMUNITY FUND GRANTS Donor Advised Funds – 45.5% by Waterloo Region’s Vital Signs Area Community Fund – 26.5%
Field of Interest Funds – 13.4%
Charitable Organization Endowment Funds – 9.2%
Designated Funds – 2.9% Belonging & Leadership* 48% Health & Wellness* 28.9% Student Awards – 2.2% Arts and Culture* 18.6% Funds for Distribution – 0.3% Getting Started* 4.3% Learning 0.2%
What does this mean? The KWCF is able to leverage 26.5% of our assets to support those issue areas that have the greatest need. *2013 WRVS Priority Areas
42 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.