ALL IN HAMILTON COMMUNITY FOUNDATION 2019 ANNUAL REPORT What is ALL IN? Being ALL IN means WORDS total engagement. Words give shape An alignment that to the change brings about positive you want to see. change. It’s where They illuminate passion and purpose possibilities to build meet. understanding, gather perspectives and inspire others.

HEART ACTION The issues that inspire What you do that you, move you, spur makes a difference. you to action. What Even small actions you care passionately have the potential to about; what you want spur change. for your community.

When they connect and work together as one, that’s being ALL IN. Message from the Board Chair and President & CEO Heart, words, action.

This report spotlights some of the ways in which Hamiltonians are “ALL IN” for what they care about and believe in, with Hamilton Community Table of contents: Foundation as a resource. They include a major benefits provider who believes in equitable access to better health, a budding entrepreneur who helps clients Joy ride 6 to be good corporate citizens while modelling the behaviour she promotes, A bridge over healing waters 8 two educators who are building bridges of cultural understanding, and a whole A picture of health 10 community working together to make their local streets “a space where people Teresa Smith want to be.” Board Chair Back on track 12 You’ll also read about how HCF is working to be “all in” through new Carrying on the good news 14 philanthropic initiatives, its community leadership and impact investing — Walking the talk 16 organizational strategies that increasingly align our ideas and resources for positive change. Community leadership 18 We live in challenging times, marked by political and economic turbulence, where A sporting chance 20 citizens are increasingly distrustful and disconnected. Healthy communities Street culture 22 require meaningful and inclusive civic engagement. An important part of Terry Cooke Hamilton Community Foundation’s role is to work towards a city where everyone Funds and donors in 2018-19 24 President & CEO can fulfill their sense of belonging and contributing. Last year we invited our Grants and community leadership in 2018-19 36 stakeholders to be part of a diversity and inclusion review to help us ensure that, Impact investing 50 as an organization, we reflect the makeup of Hamilton and that our actions are aligned with our intent. We believe that everyone has the right to a place at the Financial highlights 53 table and to achieve their full potential. Achieving our vision of a vibrant, inclusive Board members, volunteers and staff 60 Hamilton begins with us and we must always be conscious to affirm these principles in everything we do. A life of immeasurable impact 63 We thank our retiring board members Tyler Cowie, Anju Joshi and Steve Kulakowsky for their many contributions, and especially recognize our past chair Brent Foreman for his leadership and counsel.

As always, we remain grateful to our donors, partners, board, staff and volunteers and all who work with us towards a vibrant, inclusive city. Together, we’re “all in” for Hamilton, for now and forever. Joy ride Bus service connects rural seniors to more than shopping

The five-seat minibus stops outside Linda Services. Initial funding came from the Ministry Wildhagen’s Waterdown home, and the driver of Transportation. Support from Hamilton gets out to help her gingerly make her way Community Foundation has allowed the down a slippery driveway. She’s hardly settled project to continue while the three agencies in her seat before she’s enveloped in the warm collaborate on a long-term sustainability chatter. How are the grandchildren? How has plan. The service is popular in each of the she been surviving the recent ice storms? Did communities, and some weeks there’s a she know ground beef was on sale? waiting list.

The rural seniors’ grocery bus, which runs A primary goal is reaching seniors at risk twice a month in Flamborough and Ancaster of social isolation. One in five residents in and once a month in Glanbrook, is ostensibly a Hamilton’s rural areas is over 60 years old, low-cost, door-to-door transportation service says Amelia Steinbring, executive director for ambulatory seniors who can’t easily get to of Flamborough Connects, and without the the store without depending on friends and grocery bus, some of them don’t get out at all. family for a ride. In reality though, the $7 round “Helping seniors stay in their homes and trip is about much more. manage independently is a huge motivator for Grocery trips work to reduce the “It’s a social occasion,” Linda acknowledges. us to keep it going.” risk of social isolation “Most of us are on our own. Because of the For Linda, the bus represents freedom. But it’s bus, we know about each other’s families. We also proof that people are paying attention. send birthday cards. We go to other social “When you’re elderly, you’re invisible,” she events together.” says. “This bus makes you feel special. We’re Flamborough Connects is the lead partner on so grateful that there’s a community out there the project, with assistance from Glanbrook that cares about our age group.” Community Services and Ancaster Community Most of us are on our own. Because of the bus, we know about each other’s families. SENIORS CONNECTION

6 A bridge over healing waters Musical connects newcomer students to Indigenous ways of learning

In Denise Montgomery’s Grade 6 music class Students perform a variety of roles in the at Hess Street School, students are learning production. Some are singers and drummers. about pitch, volume and pacing. They’re also Others will work with a Métis sound engineer learning about the symbolic importance of to record nature sounds and incorporate Indigenous instruments, the role of women in them into the score. Then there are the Métis communities, how to pronounce words actors, who will learn from renowned in Michif and the proper way to ask for an storyteller Aaron Bell how to embody their Elder’s help. animal characters. Others will learn about the interconnection between music, nature and The Song-Bird and the Healing Waters is an animals from acclaimed Ojibwe flute player innovative musical production facilitated by and artist Rene Meshake. the Métis Women’s Circle. Dr. Carole Leclair, a Red River Métis and a Circle member, has Denise, the music teacher, is Métis-Cree- helped the students learn a song. “The play Dene and also a member of the Women’s is about the healing energy in the natural Circle. She adapted the traditional world and how to care for it,” Carole tells the Indigenous tale into the musical. “I 21 students who stand in a circle around her. wanted people to see the beauty of our “The song has sounds, not words. That way, culture and the importance of taking everyone can sing about caring for the earth, care of Mother Earth,” she says. whatever language they speak.” The students are paying attention. Carole believes strongly in the power of the “Canada is a country of diversity and project to build a bridge between Indigenous we need to acknowledge the traditions cultural values and Hess Street students, and culture of the people who were who come from more than 30 countries. here first,” says the Grade 8 student “Newcomer students are sometimes confused who narrates the play. Dr. Carole Leclair and Denise Montgomery are teaching Indigenous culture through by expectations around integration,” she says. music and drama “It’s not like a regular play,” says a “They respond very positively when I talk Grade 6 student. “This is actually about the comfort and affection Indigenous The song has sounds, not important. If we keep polluting the people have for our heritages—that we can words. That way, everyone world, there will be no world to live in.” take part in the Canadian mainstream and still can sing about caring cherish our values.” for the earth, whatever language they speak. 8 INCLUSIVENESS UNDERSTANDING A picture of health National initiative draws on local knowledge

Green Shield Canada (GSC)—the country’s Health Bus, provide dentures for low-income only national not-for-profit health and dental seniors, and fund a pilot project to help people benefits provider—is partnering with HCF to receiving Ontario Works resolve oral health create a new model of corporate philanthropy issues that are preventing them from gaining that draws on the unique knowledge of local employment. community foundations. “We want our giving to have more focus Through GSC’s new Six 4 Six community and align with our corporate strategy of granting initiative, the company is investing creating shared value,” says GSC Board Chair $1 million in health care in each of six Canadian Sherry Peister. “Because of the expertise and communities and is working with HCF to relationships community foundations have, facilitate the design, implementation and they can help us reach deeper into local evaluation of the entire program nationally. communities to address the most urgent priorities, and then evaluate and measure the The approach aligns well with Green Shield impact we are having.” Canada CEO Zahid Salman’s overall vision for the organization. “Access to better The partnership has been a learning process. health for all Canadians is the core of our “There is a lot of trust and transparency as we corporate mission. We are confident that work out this new model,” says Sherry. “The our philanthropic partnership with Hamilton community foundation has been wonderful to Community Foundation advances that goal deal with.” and will leverage services for Canadians in the “GSC is values-driven; investing in the Green Shield Canada is advancing its philanthropic goals with guidance from critical areas of oral and mental health.” Hamilton Community Foundation community is in their DNA,” says Matt In Hamilton, GSC’s $1 million investment Goodman, HCF’s VP Grants & Community includes $780,000 for granting to local Initiatives. “But they are also evidence-driven. priorities and a permanently endowed fund Working with our community partners, HCF for continuing impact. Locally, oral health is an can provide the data about local needs urgent—and mostly overlooked—need. More and interventions that work. It’s an exciting, than 185,000 Hamiltonians have no dental effective model.” insurance, for example. The Six 4 Six investment is already improving life for hundreds of them through grants that enhance the City’s Dental

10 11 Back on track Three-year Grad Track program builds resilience in middle-school kids

Somewhere in Hamilton, a Grade 8 student Jen Pearson is Grad Track’s learning coach. ABACUS’s future directions. Time will tell is researching the high-school courses she Over the past three years, she has seen each whether Grad Track has made a difference: needs to become an electrician. Another of the 40 students almost every day, by turns an evaluation initially funded by the Higher plans to study translation at university so he playing the roles of mentor, caring adult and Education Quality Council of Ontario is can help others the same way he helps his supportive friend. She has helped students planned to follow the students beyond Grade mom every day. A third is connecting with learn to trust, cope with uncertainty, recover 8, with the potential to track indicators such film and theatre professionals to learn about a from setbacks and identify potential careers. as high-school attendance, grades and post- career in set design. secondary enrollment. “Back in Grade 6, a third of them wanted to These anecdotes may not seem overly be YouTubers,” Jen says. “Two years later, Jen already knows that the interpersonal remarkable—until you understand that these they’re talking about being vet techs, civil component of Grad Track has made a middle-school students didn’t enter Grade 6 engineers, firefighters or journalists—careers difference. “Kids won’t show up unless with big dreams for their future. So what is that match their interests and personalities.” they trust you. Parents won’t get involved prompting them to imagine something more? unless they know your name. Formal evaluations also show promise. The answer is Grad Track, Hamilton Students are more responsible, resilient, “Programs alone don’t change Community Foundation’s three-year pilot kind and collaborative after two years in people,” she says. “It’s the program to help two groups of middle-school Grad Track. They’re better advocates for relationships that do.” students—one in each of Hamilton’s school themselves and they can talk about how boards—discover what they’re good at (and short-term actions could have an impact on enjoy) and develop the learning skills they their long-term goals. As one student says, need to stay on track toward futures they’ve “When you make mistakes, it teaches you chosen for themselves. how to fix them.”

Grad Track is part of ABACUS, HCF’s initiative Resilience is probably the most important to put more students on the path to post- thing students learn. “I can’t say: yes, this kid Grad Track learning coach secondary education, including trades and is on a clear and steady path to go to post- Jen Pearson helps students apprenticeships. Grad Track reaches out to secondary,” Jen says. “These kids live in a envision and be ready for life after high school middle-school students who could benefit complex world and anything could happen. from ABACUS programming, but who What Grad Track does is help instill an ability are not as likely to show up for traditional to overcome the odds.” extracurricular activities. The program Jen will stay with the Grad Track students combines one-on-one mentoring, enrichment What Grad Track does through their transition to Grade 9 this opportunities, goal setting, peer interaction is help instill an ability year, helping them connect with mentors to overcome the odds. and parent involvement to encourage each and resources in their new schools. HCF student’s social, emotional, cognitive and will apply what is being learned to shape STUDENTS RESILIENCE 12 academic growth. Carrying on the good news Publisher ensures a legacy of giving

Hamilton Community Foundation is honoured Roger Brabant believed that his newspapers to continue lifelong newspaperman Roger should be the “Good News Papers.” He felt Brabant’s philanthropic legacy, as the successor that there was quite enough newspaper organization to The Brabant Foundation. reporting of crime and other human failings. He wanted his organization to report only Born in 1928, Roger G. Brabant entered the uplifting local news. newspaper business as a young man with the Timmins Daily News in 1943. After newspaper After he sold his newspapers, he felt a very stops in London, where he met his first strong desire to “give something back” to wife Blanche, and the Niagara Peninsula, he the Hamilton community in recognition purchased the Stoney Creek News in 1960. of the success he had enjoyed within its boundaries. He founded The Brabant This ultimately led to an office and production Foundation in 1987 with a significant portion facility on Queenston Road in Stoney Creek. of the proceeds from the sale of his business. Additional Hamilton area weekly mastheads In 1989, Roger married Lois Hill and together soon followed: Ancaster News, Dundas Star they collaborated on granting The Brabant News, Mountain News, Real Estate News and Foundation funds to local Hamilton charities Flamborough News. Following Blanche’s such as hospitals, food banks, churches and death in 1984, Roger continued to operate the social assistance organizations until his death growing weekly chain until 1987, at which time in 2017. To ensure a continuing legacy, Roger he sold to Southam Newspapers. designated Hamilton Community Foundation “Roger was schooled by Thomson Newspapers, as the successor to his foundation. where every nickel spent had to be exactly “Roger chose Hamilton Community Foundation accounted for,” says his friend and executor, Bill as the vehicle to carry on The Brabant Farrar. “So he ran a very tight ship. The cost- Foundation’s work because he was satisfied Roger and Lois Brabant. Roger’s sensitive atmosphere that permeated Brabant that the community foundation was in the best private foundation will live on Newspapers was respected by the staff and position to continue to deliver his ‘good news,’ through HCF’s Community Fund contributed to the spirit of camaraderie among now in the form of financial assistance, to the them. Over the years, Brabant Newspapers Hamilton area,” says Farrar. provided welcome employment for many Roger had a strong Hamilton region residents.” desire to give back to the community in recognition of the success he enjoyed HAMILTON within its boundaries. LEGACY

14 15 Walking the talk New fund helps put mission into action

Jane Allison started her consulting business, about creating a fund and directing a portion Dovetail Community, in 2017 with the goal of of each of her corporate billings into it. While helping corporations and others find ways of the fund grows, it resides in the Community aligning their business objectives with their Fund; but ultimately it will become a donor- desire to be good corporate citizens. advised fund focused on mental wellness, kindness, body confidence and other issues “Corporate social responsibility is where Jane is passionate about. profit meets purpose,” she says about the sweet spot where the values of an She says establishing the fund is the enterprise, its employees and its owners fulfillment of a dream. The process of dovetail perfectly with its engagement in, “really digging deep” into what she and contribution to, the community. Some wanted to support was challenging examples include companies that focus their and enormously satisfying. “You really hiring on at-risk youth to create a skilled think about what you stand for,” she workforce, include volunteerism as part of says. To see her fund grow with small, job performance and many other unique regular additions to the capital from her strategies that advance their business goals business and personal philanthropy while strengthening the community. —along with the “miracle of invested earnings” and the expertise of HCF— As she described and refined Dovetail’s pleases her immensely. mission, Jane realized that she wanted to Jane Allison’s fund will support the issues she is passionate about live those ideas herself—“walk the talk” as “It’s very empowering to realize that she puts it—even as a small start-up firm. you can have an impact without having Being familiar with Hamilton Community millions of dollars,” she says. “You just Establishing a fund Foundation through her career at have to start.” was the fulfillment of a The Hamilton Spectator, Jane talked to HCF dream…you really think about what you stand for. 16 PHILANTHROPY EMPOWERMENT Community leadership working towards initiatives that can better Neighbourhood Leadership Institute Bringing people together on issues that affect Hamiltonians is one way the assist children through the middle-school The NLI provides equitable access to Foundation drives positive change. Our strategic goal is to increase the years. This includes the need for transition community-based education that enables health and prosperity of individuals and neighbourhoods. support teachers and increased information residents to transform their neighbourhoods. sharing that could assist students earlier in (RE)Imagine helped HCF understand new ABACUS mathematics) programs and others. A total of their educational journeys. opportunities for the NLI to expand and be ABACUS is a 10-year focus for HCF’s 29 ABACUS initiatives were funded, reaching more responsive to people’s desire to learn Community Fund granting and leadership. over 9,000 middle-school students across 35 At a systems level, we have also identified the together. As a result, a revised program that is Its goal is to increase Hamilton’s rates of schools, and engaging 700 parents and 460 need for tutoring support and assistance to more accessible and suits a broader range of high-school completion and post-secondary educators. students that experience many family moves learning styles is under development. access, including trades and apprenticeships, throughout their education. Grad Track has completed its three-year pilot by focusing on students in the pivotal years of Vital Signs (see page 12) with promising evaluation: Supporting neighbourhoods Grades 6, 7 and 8. Its three components are: Last summer, in partnership with Hamilton Community Foundation has had a • Other than students who moved from The Hamilton Spectator, the Foundation • Grants to programs that focus on healthy neighbourhoods since 2002. the area, the balance of the 40 original published Hamilton’s Vital Signs, a look at the In 2016, the City of Hamilton asked HCF to lead 1) increase students’ interest and participants stayed with the program, state of the city in 10 key areas of community a review of its own neighbourhood strategies, readiness for post-secondary with 92 percent intending to complete life. Curated from census and other local data working with local residents to determine education and some form of post-secondary education under the guidance of a community research the best ways to continue to be a relevant, and all those who participated in the advisory panel, the data is summarized into 2) expand Hamilton’s capacity to better effective and supportive resource. As part evaluation intending to graduate from “research you can read” with links to the meet the needs of students during of this research, known as (RE)Imagine, the high-school. original sources. The report is intended to the middle-school years. Foundation also had the opportunity to reflect provide insight into Hamilton’s trends and • Students reported stronger abilities to on how to amplify and enhance two elements • Grad Track, a three-year pilot utilizing a issues with the goal of stimulating citizen collaborate, communicate, demonstrate of its own neighbourhood support: the small learning coach to deliver more intensive engagement and action. In addition to the 10 respect, set goals and make friends. grants program and the Neighbourhood programming to a small group of students areas presented in the 2018 report, HCF will Leadership Institute. who may face multiple barriers. • Although research shows parental publish additional sections this year, beginning engagement is a challenge in any early Small grants in spring with a comprehensive look at seniors • Bringing partners together to identify intervention, more than 70 percent (RE)Imagine affirmed the importance of small in Hamilton. and address systemic barriers to post- of families participated in Grad Track grants for neighbourhood-driven grassroots secondary education. evaluation, and reported progress in projects as a catalyst for people to make At the three-year mark, Hamilton Community their children’s responsibility, academic positive change. Following on the report’s Foundation has funded a wide range of progress, collaboration and initiative. findings, HCF’s small grants will continue to community-based programs: extracurricular reach into vulnerable communities to help Grad Track has been a highly collaborative and in-class activities based on its pillars support projects that address health inequity. effort between HCF and Hamilton’s two school of mentoring, academic support and goal boards. The shared learning—such as the setting, and engaging students through a wide importance of social and emotional learning, variety of interests including the arts, sports, as well as family and community context—is 18 STEM (science, technology, engineering, A sporting chance Giving circle crystallizes impact through HCF

The Phantom Moms know a lot about the With their sons now in their twenties, the informally, they’ve been pooling a donation helping them make the strongest impact with value of organized sports for kids. The 10 women remain friends and continue to to give to arenas or skate clubs for kids who their giving. The Phantom Moms hope that mothers spent more than a decade shuttling have coffee together once a month. Having needed the help. “We really wanted to give over time their children will also get involved their sons to hockey practices, games and witnessed the power of hockey to give their back,” says Julie, “because we saw how in the fund. tournaments, then sitting together in cold boys physical skills, fitness, confidence, valuable the sport experience is for children.” arenas, starting when the boys were age six. leadership, teamwork and other life “With this fund, we can leave a legacy,” “It was our social life in those days,” says advantages, they wanted to provide those Recently, the group took steps to formalize says Julie. “I hope others can learn from our Julie Boateng, the mom the others call the opportunities to kids who couldn’t afford their giving and work through Hamilton experience how simple it can be for everyday “glue” of the group. to participate. For the last several years, Community Foundation to gradually build a people like us to make a lasting difference.” fund that will go on forever. It will support access to all sports, not just hockey, and a portion will also meet Hamilton’s most urgent Confidence, leadership, needs through HCF’s Community Fund. Maureen Hayes, Carol Ritchie, Cathy Holland, teamwork and other life With this new approach, their donations are Ann Leon, Julie Boateng, Mary McClelland, advantages…we saw how receipted for tax purposes, Julie has been Pauline Taggart, Robin Williamson, valuable the experience freed from the responsibility of organizing Grace Diffey and Teresa Silvestro joined is for children. forces as moms of the Hamilton everything, and the community foundation is SPORT EQUITY Hub Phantoms

20 21 Street culture Friendly Streets initiative builds community from the ground up

Ask what the phrase “friendly street” means A remarkable amount has been become active in the effort to make it Beatrice Ekoko. “They recognize that a and responses will vary, from safe and accomplished in a short time, including a happen. “Sometimes when you see others patient’s journey begins long before the accessible to tree-lined and socially vibrant. Council motion to create a “quiet zone” step up, it encourages you to do the same,” hospital doors,” she says. “They’ve become “A friendly street belongs to everyone,” says around the hospital, approval of a new traffic she says. champions.” Elise Desjardins, one of two co-ordinators of signal on Victoria north of Barton, tree The leadership shown by the Friendly Streets “This is a vision of what mobility can be in the Friendly Streets Hamilton project. “It’s a planting, recommendations for wayfinding Community Stakeholder Group, which Hamilton,” Elise concludes. Beatrice adds, space where people want to be.” signage for cyclists, traffic calming, includes senior hospital administrators, has “We all have a right to a friendly street.” pedestrian accessibility, transformation of Few would describe the streets within a one- been a highlight for project co-ordinator an alley into a mobility link, and discussions kilometre radius of the Hamilton General about changes to bus and truck routes. Hospital in this way, but that’s exactly what

Friendly Streets wants to change. Its goals “Friendly Streets didn’t come in with a set are to improve the journey to the hospital for agenda and just do community consultation patients, employees and visitors, as well as as a formality,” says Rachel Braithwaite, a the experience of living in the area. Wellington Street resident and executive director of the Barton Village BIA. “They The program, which is jointly run by asked: ‘Community, what do you want?’ And Environment Hamilton and Cycle then ran with it.” Working together for safe Hamilton, started by engaging hospital mobility is inspiring a and neighbourhood partners in 2017 and Now, Rachel looks forward to a day when neighbourhood has continued with support from HCF’s she doesn’t have to walk her six-year-old Environment Endowment Fund. to school beside tanker trucks, and she’s

22 23 Donald & Alice Cannon Fund 14,625 Grace J. Smith Fund 13,030 Funds and donors in 2018-19 Donald H. Henderson Fund 408,597 Hanna & Joseph Dubeck Fund 5,000

People who give to Hamilton Community Foundation share the desire to make a difference Donald J. Allan Fund 103,514 Harold E. Clarke Fund 86,120 Doreen & Gordon Birk Fund 98,409 Harvey and Audrey Smith Fund 544,860 for Hamilton, forever. Donations to HCF are pooled and invested; investment income is the Doris M. Allen Fund 172,918 Helen Gertrude Harrison Fund 34,222 primary source for making grants. Dorothy & Travice Broadbent Fund 7,000 Helen Mary Archambeault Fund 25,316 As a Foundation donor, you can create your own fund or give to an existing one. We are Dorothy Cauley Fund 78,831 Henrietta F. Campbell Fund 104,959 pleased to work with you and your professional advisor to find the approach that meets your Dorothy I. Linfoot Fund 20,588 Herbert P. and I. Flora Frid Fund 354,466 goals and circumstances. Visit hamiltoncommunityfoundation.ca for more information Dr. Alexander A. Numbers Fund 5,844 Horace A. Bennett Fund 10,000 or call us at 905.523.5600. Dr. Carl Martin Memorial Fund 5,000 Howard & Edna Tugman Dr. Ronald P. Graham Fund 16,814 Memorial Fund 100,000 Ian & Donna Cowan Fund 5,750 Amounts, when shown, reflect each fund’s balance. Amounts granted from these funds are E. Francis Dennee Fund 24,322 Irene Caldwell Memorial Fund 10,000 identified in the grants by fund type list beginning on page 36. Edna E.R. Reeves Fund 78,766 J.M. Walter Hahn Fund 5,000 Edna Fern Flewelling Fund 29,761 Jack A. Winser Fund 155,007 Community Fund Edna Robertson Memorial Fund 29,000 Jack McNie Fund 26,000 Giving to the Community Fund provides HCF with the greatest flexibility to respond to Eleanor Foster Fund 869,072 James & Irene Wilson Fund 6,000 Hamilton’s needs. Donations of any amount are welcome. Donors whose accumulated Eleanor Jean Milton Fund 63,610 James & Mary Phin Fund 106,545 endowed donations total $5,000 may choose to have a named fund within one of four Eleanor M. Smith Fund 10,000 James D. Redmond Fund 6,033 Elizabeth Lee Fund 11,775 Community Funds: Unrestricted, Arts, Environment or Smart & Caring. All donations to the Jane Milanetti Fund 13,450 Elizabeth Mary Hamilton Fund 30,000 Arts or Environment funds will be matched by the Foundation on a one-to-one basis up to Jessie Rumney Fund 10,000 Elsie M. Husband Fund 12,300 $1 million. The individual funds are listed below. Joan W. Rutherford Fund 5,000 Erie Hossack Fund 58,638 John and Joan Bothwell Fund 10,000 Erma Z.L. Goering Fund 888,437 Community Fund: Unrestricted fund John H. Frid Fund 548,347 Ernest & Ruth Brunton Fund 28,000 This fund is used to address the highest charitable priorities in the community. John Shea Memorial Fund 8,387 Ethel H. Prouse Fund 181,684 Josephine Magee Fund 204,057 #HamOnt Forever Fund 5,000 Brenda Morris Fund 5,000 Eulalia D. Wall Fund 170,977 Kathleen L. McBride Fund 11,632,794 A. May Davis Fund 41,598 Cameron K. MacGillivray Fund 9,325 Evelyn & Richard Geraghty Storms Memorial Fund 25,000 Kathryn Jones Fund 30,186 A.H. Tallman Bronze Co. Ltd. Fund 21,790 Caroline May Alvey Fund 118,000 Evelyn Patricia Lyons Fund 5,000 Lakin Family Fund 14,580 Alfred Charles & Pearl Catherine C.H. Murray Fund 50,050 Fell Family Fund 38,065 Laurence Cholwill Patterson Fund 351,146 Gertrude Swanwick Fund 200,000 Charles & Catherine Ralph Fund 43,131 Flora L. McNeil Fund 30,165 Leanora M. Spicer Fund 26,600 Alice Redman Gooch Fund 25,025 Charlotte Cauley Fund 34,987 Florabel Condy Fund 25,000 Lillian Boyd Barnby Fund 10,000 Alice Vera Morgan Fund 338,065 Christina Cooper Fund 173,405 Frances W. Ambrose Fund 5,600 Lindsay M. McLennan Fund 78,022 Alphonse Dirse Fund 48,344 Christina I. Hammant Fund 250,000 Francis Spence Hutton Fund 32,650 Lois G. Greenall Fund 145,085 Anne M. Biggar Fund 460,327 Clare B. Hunter Fund 13,079 Annie S. Nieman Fund 36,081 Frederick J. Mills Fund 26,189 Lulu Blanche Hart & Harry D. Argue Martin Fund 20,340 Utter Hart Memorial Fund 778,782 Anonymous Fund 81,942 Gallagher Family Fund 82,700 Dan and Helen Geagan Fund 20,174 M. Jessie Chagnon Fund 71,196 George Earle Drewett and Averil Gray & Florence Gray Fund 1,172,308 Daniel T. Lawrie Fund 115,529 Arline Myra Drewett Memorial Fund 50,000 Mabel Beatrice Studd Fund 15,000 Bertha Savage Fund 47,806 Diffey Family Fund 5,000 Gilbert P.V. Belton Fund 175,088 Mabel D. Leadlay Fund 75,891 Bill & Jane Evans Family Fund† Donald A. Cooper Fund 40,126 Gladys A. Whittaker Fund 26,205 Margaret & William Gilmour Fund 8,380 Brenda & Reg McGuire Fund 5,150 Gordon & Ethel Holmes Fund 97,572 Margaret Anne Hayward Fund 797,598

Funds shown in bold were established in 2018-19. 24 † The donor has chosen not to disclose the fund balance. Margaret E. Tschetter Fund 383,739 Royal Hamilton College Community Fund: Smart & Caring Fund Marjorie L. Allan Fund 5,000 of Music Faculty Fund 5,963 This fund supports enhancing academic, community and environmental factors that enable Russell & Mae Lindley Fund 10,400 educational access and success for Hamiltonians. Marjorie Wild Fund 30,724 Ruth G. & Fred J. Spencer Fund 23,000 Marnie & Bill Brehm Family Fund 39,500 Accumulated donations under $5,000 1,525 The Samuel & Dora McFarlane Fund 14,000 Marnie Spears Fund 22,195 Samuel Ringer Fund 70,586 Martha McKinnell Serrels Fund 94,682 Sandra & John Black Fund 160,594 Mary & Earl Brooks Fund 1,354,969 Field-of-interest funds Sarah Smith Fund 230,729 These funds enable donors to support a specific area of interest to them (e.g. the environment, Mary E. Hatch Fund 116,000 The Spectator Fund 10,000 children’s needs, the arts, etc.). The Foundation selects appropriate grant recipients each year. Mildred E. Hunter Fund 100,878 Stait Family Fund† Mount Hamilton United Alfred & Joan Robertshaw Giovanni & Grazia Criminisi Church Legacy Fund 20,000 Stewart Philp Fund 45,000 Memorial Fund 935,197 Literacy Fund* 48,096 Noreen & Seymour Wigle Fund 15,000 Tim and Dale Langs Fund 189,409 The Alice Jean Ainsworth The Glenn & Sidney Sellick Fund 13,735 Patricia Eileen Smith Fund 5,150 Tod Laing Fund 7,950 Memorial Fund 2,284,617 Hambro Fund 56,839 Peter & Rose Marie Palmer Fund 7,385 The Unicorn Fund 12,611 The Angel Fund* 170,092 Hogarth Family Pioneer Energy Fund 1,607,051 Petra Cooke Memorial Fund 31,300 Vangie M. Crosthwaite Fund 41,292 Antonina Lombardo Fund 204,404 Ike & Shahnaz Ahmed Project Sunday Fund 8,771 Vera M. Elwin Fund 536,235 Arthur & Helena Lemon Fund 142,964 Foundation Fund 48,404 Ralph E. Ingraham Fund 16,017 Vincenza Travale Fund 21,200 Barbara & Bob Harwood Fund 257,142 James Walker Culhane Trust Fund 447,348 Ralph W. & Evelyn J. Cooper Fund 151,000 W. Jones Fund 25,920 Barbara Bethune Fund*† Jane C. LeWarne Fund 23,603 Renate & Bob Davidson Fund 11,000 West-Moynes Fund 8,500 Barbara Farnan Fund 179,753 Jeanne Scott Fund* 1,337,961 Reynolds Family Fund 141,839 Wheeler Family Fund 10,900 Betty & Jack George Family Fund 36,851 Joan C. Watt Memorial Fund 51,383 Robert C. & L. Ann Glass Fund 100,000 William F. Brand Fund 8,404 Bill & Tina Seale Fund 423,618 John Dennis Holmes Fund 70,782 Robert D. Crockford Fund 14,075 William Gordon Kitchener Fund 60,000 Board Leadership Fund 28,927 Kenneth Boothe Young & Marie Catherine Young Fund 1,676,468 Robert George Sparre Fund 34,410 William S. Sparham Fund 25,236 Carolyn A. Milne Leadership Forum Fund 73,610 Lillian & Marvin Goldblatt Family Fund 303,914 Robert J. & Joan Harrison Fund 10,266 Charles & Ret Swire Fund 283,708 Lillian M. Shaw Fund 397,980 Robert P. McBride Fund 1,636,012 Community Health, Marchese Health Care Education & Research Fund 1,740,117 50th Anniversary Legacy Fund 70,492 Community Fund: Arts endowment fund Dorothy & Frank Bliss Fund Mary Lauder Cassidy Fund 354,262 This fund addresses needs and priorities in Hamilton’s arts sector. Mary S. & James P. Phin Nelson Allan Fund 200,512 Respiratory Disease Callie Archer Fund† Linda Towart Arts Endowment Fund 10,000 Research Fund Note-Able Music Fund 84,900 Gail Robinson-Gow Fund 60,477 Accumulated donations under $5,000 762 McGregor Clinic Fund Ray Lowes Environmental Fund 570,131 Delaware Fund 522,027 Royal Canadian Humane Association Fund 99,699 Dougher Community Fund 3,503,506 Russell I. Elman Fund 2,153,544 Community Fund: Environment endowment fund Edward & Gladys Halloran This fund supports a range of initiatives and organizations that work toward Hamilton’s Memorial Fund 1,110,092 School Sisters of Notre Dame Legacy Fund† environmental well-being. First Place, Hamilton Tomorrow Fund 360,380 Shirley M. Elford Gift of Today Fund 154,157 Bob and Peggy Savage Fund 12,000 US Steel Canada Environment Florence E.S. Hutton Fund* 647,199 Endowment Fund 600,000 Terry & Brenda Yates Fund 1,202,728 Irene Emilie Lowes Estate 21,493 Foxcroft Family Youth Fund 37,996 The Young Fund 15,145 The Van Dusen Fund* 613,871 Robert D. Crockford Fund 31,120 Fund for Underprivileged Children 659,363 Accumulated donations under $5,000 10,346 Vera & Percy Tomlinson Fund 135,309 George & Shirley McBride Foundation Fund 1,491,333 W. Robert & Marion S. Shivas Conservation Trust Fund 427,660 Gibson Trust/Town of Flamborough 47,097 Women 4 Change Fund 245,816 Youth & Philanthropy Fund 178,404 26 *These funds contribute to the Community Fund. Ontario Endowment for Children & Youth in Recreation Fund McCallum, McBride Fund 1,247,677 Shirley M. Elford Artist’s Fund 61,950 This fund’s balance includes matching funds from the Province of Ontario in 2002 to Meredith Family Fund 34,239 Stover Family Fund† encourage the participation of children and youth in recreation. Michael Chamberlain Fund 212,244 Tara Lynn Giuliani Foundation 303,530 Anonymous fund Judith & Peter McCulloch Fund Mildred Dixon Holmes - Ted & Karin Bossence Fund* 25,404 Bank of Montreal Fund The Junior League Centennial Youth Orchestra Fund 371,897 Thorne Family Fund 41,638 for Children & Youth in Recreation Endowment Fund for Youth The Milne McGrath Fund 1,040,056 Tran Family Fund* 46,285 The CHML Children’s Fund The Mildred E. Hunter Fund Ray Brillinger & Cy Hack Fund 146,005 W. L. Carpenter Memorial Fund* 2,874,745 The Clark Family Fund Morgan Firestone Foundation Fund for Youth The Ron & Gina Fraser Williams Family Fund* 103,200 The David Gow Fund Mr. & Mrs. Colin S. Glassco Fund Endowment Fund 156,415 The Young Fund* 40,610,424 The Deslauriers Fund Pioneer Energy Fund for Children & Youth Rotary Club of Hamilton East- Wentworth Foundation Fund 124,332 The Emma Templeton Fund PricewaterhouseCoopers LLP Hamilton Children The Foxcroft Family Fund and Youth Millennium Fund Designated funds Gallagher Family Fund TD Bank Financial Group Fund These funds benefit specific charities named by the donor. Hamilton – Hydro Electric Company Fund Zonta Club of Hamilton 1 Fund Adam and Olive Clark Joe, Filomena and George Seliga The Hamlin Family Fund Other donations under $5,000 Memorial Fund 403,531 Holdings Fund† Fund balance 1,313,706 Art and Barb Worth Fund 158,086 Phenix Fund for Animal Welfare 150,331 Donor-advised funds Barbara and Ronald Bayne Fund 92,171 Porto Family Fund† These funds enable donors to recommend the charitable organizations or programs that will Cygnus Fund 193,943 Samaritans’ Tithe Fund 340,348 receive grants. Douglas J. Clark Fund* 170,487 Stoney Creek Health Fund 970,496 Apollo Fund† GSC Community Impact Fund 733,780 Eva Rothwell Resource Centre Fund 113,408 United Nations Culture of Peace Hamilton Fund 34,496 ArcelorMittal Dofasco Children Heather & Ross Hamlin Fund* 12,854,459 Frank Charles Miller Fund* 2,577,856 United Way Fund/Kenneth R. Walsh 233,002 and Youth Fund 113,480 Heels Family Vocal Award Fund* 450,138 James P. & Mary S. Phin Charitable Fund 278,050 Walter & Mildred Danby Fund* 626,148 Audrey & Alan Moffett Fund† Hogarth Family Foundation Fund 3,210,569 Bisaro Family Fund* 99,813 Hugh C. Arrell Memorial Fund 60,256 Chedoke Health Foundation Fund 5,724,174 Hundred Waters Foundation Fund* 40,351 Scholarship and bursary funds Clark Family Foundation Fund 1,418,790 Hutton Family Fund*† These funds assist and encourage students, including those challenged by education costs. Cooke Family Fund* 29,981 Jeremy Hepner Fund 28,823 Albert & Betty Walters Fund 116,400 Howard Fairclough David Davis Memorial Fund† John & Esther Marshall Memorial Fund 331,833 Amanda Marie Cowan Memorial Organ Scholarship Fund 76,443 Dr. Bob & Mildred Kemp John & Mary Reesor Fund 195,887 Scholarship Fund 33,839 James Darby Bursary Fund 469,152 Palliative Care Education Fund 158,787 Karen & Peter Turkstra Family Bernie Morelli Memorial Bursary Fund 36,146 Jeff Dickins Memorial Fund† Dufresne-Ray Family Fund† Foundation Fund† Charlie and Mabel Duncan Jervis B. Webb Company of Canada Ed Smee Conserver Society Kathleen C. Nolan Education Fund 52,027 Memorial Bursary Fund 36,146 (Daifuku) Scholarship Fund 366,273 Environmental Fund 54,769 Kirkpatrick Fund 58,785 Christina Hamilton Scholarship Fund 62,157 John E. VanDuzer Scholarship Fund 49,434 Edith H. Turner Foundation Fund 12,769,672 Kismet Fund† Cowan Family Fund 32,373 Mildred Dixon Holmes - Elham & Joseph Farah Family Artist of the Year Fund 41,913 Foundation Fund*† Lawyers’ Legacy for Children 427,277 CPRS Hamilton Legacy Fund 38,162 Music Bursary Fund 52,262 Ella Baird & Grace Baird McQueen Lee Hepner Award Fund 36,444 Daniel Giannini Fund 1,291,671 Memorial Fund/A.J. McQueen 65,797 Lois Evans Natural Heritage Fund 149,446 Eugene B. Eastburn Fellowship Fund 1,228,845 Ross F. Webb Bursary Fund 90,401 Ernst Family Fund*† Losani Family Foundation Fund 397,194 General Bursary Fund/ Rundle Foreign Study Bursary 58,884 Fengate Community The Malloch Foundation Fund 768,724 Genevieve A. Chaney & Russell & Elizabeth Lindley Fund 209,954 Foundation Fund* 1,344,986 Cordelia C. Ensign 1,025,125 Mark & Barbara Nimigan Fund 145,225 William Allison Haynes Fund 120,928 The Gilmour Fund 241,529 Geritol Follies Bursary Fund 214,949 The Martin Foundation Fund 1,591,399 Glen & Debra Swire Fund 80,015 Mayberry Family Fund* 271,424 28 Great Lakes Trust Fund* 28,519 Agency endowment funds Flowthrough funds These charities have established funds to provide a permanent source of income. The capital and income from these funds are distributed over time. AbleLiving Services Inc. Dundas Valley School of Art #HamOntForever Fund Hamilton Spectator Summer Camp Fund Mary Traini Legacy Fund 147,901 Endowment Fund 100,766 Ambery Fund Maple Leaf Centre for Action Art Gallery of Hamilton-Building Hamilton Naturalists’ Club: ArcelorMittal Dofasco Children and Youth Fund on Food Security Fund a Legacy Fund 283,670 Conservation & Education Creative Arts Fund Marlies & Alan Clark Fund Bay Area Science & Engineering Fair Fund 36,978 Endowment Fund 61,953 Ellen Creaghan Fund Payne Fund Canadian Warplane Heritage Museum Ecological Research Endowment Fund 40,392 Pioneer Energy Foundation Endowment Fund 37,631 Fengate Recreation Fund Habitat Preservation Endowment Fund 243,265 School Nourishment Fund Cancer Assistance Program Green Shield Canada Community Granting Fund Hamilton Public Library True Sport Fund (CAP) Endowment Fund 44,960 Library Legacy Fund 971,362 Hamilton Prosperity Fund Catholic Children’s Aid Society - HWDSB Foundation Endowment Fund 759,808 Ersilia Dinardo Scholarship Fund 66,502 Interval House (Hamilton) Catholic Children’s Aid Society - Freedom and Hope Fund 122,996 Life insurance policies Ralph and Rose Sazio Scholarship Fund 159,326 The RHLI Endowment Fund 335,069 The Foundation owns and is beneficiary of life insurance policies donated by Judith McCulloch, Catholic Children’s Aid Society Rotary Club of Hamilton- Joan VanDuzer, Ronald J. Zabrok and three anonymous donors. of Hamilton Endowment Fund 162,912 Rotary Forever Fund 115,534 Total face value: $872,000 Children’s International Learning Scouts Canada, Hamilton Centre Endowment Fund 81,120 Wentworth Endowment Fund 219,200 Estates and funds under trustee administration Community Living Hamilton United Way Tomorrow & Forever Fund 1,685,107 Endowment Fund 131,945 YWCA Hamilton Endowment Fund 969,414 At the time of publication, the Foundation had been notified of a charitable donation (subject in Dr. Bob Kemp Hospice Endowment Fund 136,824 some cases to the life tenancies of others) in the following estates or trusts: Gerda Erika Beretic, Betty Isabelle Bethune, Roger Gilles Brabant, Adam Hugh Clark, Joyce Clark, George Earle Administration funds Drewett, John Dennis Holmes, Helen Veronica Kuduk, Mary Frances McCallum, Mary Joan Bonner These funds support the administration of the Foundation’s community leadership, development, Renison, Tina Sophia Seale, George Kookson Seliga, Dorothy Ann Smith, Maria Swarchuk, Vincent granting and communication programs. Michael Wagar. Anonymous fund 14,212 Judith McCulloch Tribute Fund 12,983 Brenda & Terry Yates Fund 116,815 Marjorie & Bill Nelson Fund 116,595 Community leadership projects Cameron K. MacGillivray Fund 30,217 Ross & McBride, LLP Fund 26,353 These projects include HCF’s own community leadership activity, as well as projects where we Dr. Robert & Helen Lofthouse Fund 50,014 Thérèse & Kent Newcomb Fund 11,769 act as an intermediary to assemble funding for multi-organizational community initiatives. The Judith & Peter McCulloch Fund 46,515 projects may span multiple years, and are funded by new donations as well as by Board-directed Funds held on behalf of others funds. Current year funders are: City of Hamilton, Green Shield Canada Six 4 Six and McMaster Other charities have placed these funds with HCF for long-term investment. University. Burlington Community Hamilton Public Library funds 1,765,291 Foundation Fund 9,982,930 In addition to those who support HCF’s Community Fund, we would like to acknowledge those Funds in progress who made a direct financial contribution to ABACUS in 2018-19: Donors interested in working with HCF may choose to build their funds gradually. The Fairmount Foundation The Martin Foundation Bruce Hamilton Family Fund* Phantom Moms Fund* Sarah Glen Dr. Henry & Betty Muggah Bruce Trail Conservancy Endowment Fund Revolution Hope: Claire Lewis Foundation Fund Higher Education Quality Council of Ontario Rose Taylor-Weale Conducive Fund Robert P. Beres Fund Dream Weaver Fund Sons of Italy Hamilton Trieste Lodge Legacy Fund Marjorie Hawkins Clark Fund Tamara and Robert Henderson Family Fund* 30 Mark Preece Family House Endowment Fund Harold G. Hallifax Daniel Lemin Sarah M. Murphy Brian & Morag Halsey Dr. Robin Lennox Madhu Nagaraja & Dr. Suman Donors Hamilton Law Association Ann Leon Joseph Joyce Neal We thank the following for their donations this year: Hamilton Lawyers’ Club Elizabeth Lesser Bruce & June Hamilton Angel Li Brenda Netkin AbleLiving Services Inc. Canada Company Marco Depalma Annette Hamm Celeste Licorish David Newhook Cheryl Aiken Alice A. Cannon Robert Derbyshire Barbara Harwood Nathan Lindenberg Barry & Nancy Nicol Jane E. Allison Janet E. A. Cannon Gerda deVos Ruth Hatch Rob Lines Dermot P. Nolan Jane Anderson Paul & Sara Cannon Terry & Grace Diffey Maureen Hayes Edward Liptay Shiran Noseworthy Jill Anderson Jane Capell Kevin & Karen Dore Deb Hazlewood Madeline Lobel Erin O’Neil Maria Antonakos Richard & Carole Capling Dr. Bob Kemp Hospice Foundation Dr. Joan B. Heels Christine Loch Russell & Barbara Oliver Annette Aquin & David Malcolm Catholic Children’s Aid Society of Sandra L. Edrupt Helen Otrosina Hamilton Rob & Tami Henderson Lodge of the Ancient Landmarks ArcelorMittal Dofasco Inc. Tracey M. Ehl Peter & Rose Marie Palmer Gil Charters Barbara E. Hladyniuk Losani Family Foundation Fund Callie Archer Ann Elford & family supporters Michael Parente Sharon Charters Dr. Andria Hoda Dr. Jane Aronson Marion Emo Joan Lowry Mario Paron Frank Chiarelli Geoffrey H. Hogarth The Honourable Mr. Harrison Arrell Diane Ennis Clara Lu Jennifer Pearson & Diane Arrell Children’s Aid Society of Hamilton Cathy Holland Allan Enriquez Mairi E. MacGregor Al & Lorraine Peckham ATID Charitable Foundation Benjamin J. Ciprietti Assad Hoosein William Ernst E. Shirley Macnamara Shirley Picken Bob Baker City of Hamilton Wendy J. Hough Dr. Bill & Jane Evans Alma Malcolm Andrew Pieon Heidi Balsillie Alan & Marlies Clark Michelle Hughes Lois Evans Janet Manning Victoria Piersig Janice Barker Compass Minerals Emily M. Hunt Paul Faibish Maple Leaf Centre for Action on Elisha Proietti JoAnne Barresi Connor, Clark & Lunn Foundation Bruce & Linda Hutchinson The Fairmount Foundation Food Security Dr. Meghan Provost Philippe & Mary Barrette Terry Cooke & Maureen Wilson Peter Hutton Yvonne Farah Dr. Lynn Marshall Sharon M. Purdy Christal Becker William Cooke The Hutton Family Kate Feightner Mary McClelland Judith Pyke Ralph & Patricia Bellamy The Honourable Mr. Justice Alan Innovative Research Group Inc. Don Fell Sheila M. McDougall Carol Rand Bike for Mike supporters Cooper Paul R. C. Jaggard Fengate Asset Management Doreen McKerracher Diane Rawsthorn Charles & Roswitha Bisaro Dr. Justin & Jessie Cooper Dean Jeffries Marie Finkelstein Dr. Don & Kathryne McLean Jim Ray & Annette Dufresne-Ray John & Sandra Black Chantal Copithorn Shirley A. Johnson Frank & Lydia Fitz McMaster University Paul Ray Blue Key Events Georgia Corkins Frances Jolicoeur Patricia Fulton Rev. Alan & Maureen McPherson Sharon Risidore Julie Boateng R. Ian Cowan Kathryn Jones Joan Gallagher Archie J. McQueen Carol Ritchie Edward G. & Karin Bossence Robert D. Crockford Anju Joshi Robert M. J. Gauthier Rikki Meggeson Robert & Helen Robinson Bill & Marnie Brehm Amy-Willard Cross Greg & Danielle Kaiser Katherine J. George Grahame & Sheree Meredith Gail Robinson-Gow Ray Brillinger & Cy Hack Margaret Cunningham Dr. Loren King & Dr. Kim Dej Paul Gibel Megan Meredith Barbara E. Rogers Hazel M. Broker Ray Cunnington Helen Kirkpatrick Kerr & Alison Gibson Metroland Media Group Ltd. Dr. Don & Dr. Carolyn J. Rosenthal Maggee Brown Cusource Margaret Kirkpatrick Mary S. Gilmour The Honourable Madam Justice Nancy K. Rundle Browne Law Office Professional Lisa Dalia Rob & Melissa Klaver Jane A. Milanetti Richard & Justine Giuliani John & Dr. Leila W. M. Ryan Corporation Dr. Juliet Daniel Marinus J. Kok Paul & Carolyn Milne Juanita Gledhill Marlene Sachs Elodie Brunel Liane Davey Milé Komlen Judy Mintz Sarah Glen Sheila Sammon Ernest & Ruth Brunton Bob & Renate Davidson Ladytrucks Incorporated Mohawk College Matt & Sarah Goodman Bob & Peggy Savage Mary Buzzell DeGroote School of Business - Alyssa Lai Alex & Heather Moroz MaCE Team Susan Goodman Jane Savage Daniel K. Calder Paul & Pam Lakin Vangie Morrow William M. & Susan J. Dell Green Shield Canada James A. Scarfone Don & Helen Callaway Tim & Dale Langs Dr. Henry & Betty Muggah Sabrina Denicola Helen Gregus Karen Schulman Dupuis Dr. Keith & Dr. Lauren Cameron Stuart Laurie William & Patricia Mungar 32 Sandy J. Schwenger Charles Scott Charles & Ret Swire Mary Volk Donations in memory of Fraser Secret Glen & Debra Swire Gale Wakeam Dr. Nooroldin Anvari Thomas William Gallagher Barry McKeon James Seigel Elisha Szafran Alan & Janet Walker Bill Barnes Dianne Georgeoff Max Mintz Stan & Keitha Seneco Pauline Taggart Jane Wallace Ralph George Beharrell Tara Lynn Giuliani Douglas Robert Maclaine Mitchell Lori Serafini Dr. Lewis Tauber & Lori Dessau Patricia A. Walsh Stanislao Berlingieri Leah Gow-Ricketts Lois Mortimer Karen Shaver Tauber Yulena Wan & Scott Newport Irene M. Booker Sandra Ann Gregoire Fatma Nalsok Lori Shayer Taylor Leibow LLP Lorrie Ann Wannamaker Paul Andrew Bottrell William Ellsworth Holton Paddy Nolan Len Shiffman Rose Taylor-Weale Sarah Wardrope Frederick “Rick” Anthony Burjaw Marion Wilson Holton The Honourable Paul Gillrie Philp Stephanie Shuster Anne Tennier Dr. Gary & Joy Warner Brad Caldwell Grant Warner Howell Annetta & Poyntz Ricketts Teresa Silvestro Daniel Thompson Kathy Watts Eric Richard Cannon Jean Jennings Shirley Sandor Jozef Simcisko Joshua E., Amy & Liam Thorne Dr. Sarah Wayland Fred “Derf” James Charters Michael Roderick Johnstone Ruby Claire Silverthorne Zuzana Simcisko Helen Tomasik Beth Webel Adam Hugh Clark B. Eileen Kirkpartick Dorothy Stasink James R. Simpson, QC Jeannette Tootell Barbara Weldon Bernice Cook Krista’s mom Darrel Hugh Storey John Simpson Dr. Ninh & Sarah Tran Kate Whalen Wemke Dejong Sarah & Clare Lakin Alfredo “Fred” Traini William & Susan Sinclair Vincenza Travale Jean & John Wheeler Stephen James Emslie Doreen Emily McCallum Roger Dennis Yachetti Leszek Skibinski Kerry Turcotte Rob Wiersma & Tracy Varcoe Right Reverend Joachim C. Fricker Mary Frances McCallum Emily Slaney Turkstra Lumber Company Ltd. Mary Wigle J. Neil Smith Turkstra Lumber’s 65th anniversary Boris Williams & Sunniva supporters Donations in honour of Teresa Smith Buskermolen Laura Turkstra Adam Baker Bob & Irene Cowan Peggy & Bob Savage Social Planning & Research Council Gwyn & Gail Williams of Hamilton (SPRC) Peter & Karen Turkstra Robin L. Williamson Deborah Barlow Chris Farias & Jared Lenover Matt Thompson Melanie Sodtka Sarah Turkstra The Winnipeg Foundation Karen Bird Susan Gadsby & Francis Fougere Vincenza Travale Solo Swims Ontario Kenneth J. Tyler Gaye Yachetti Valerie Boyle Jason & Megan’s wedding Karen Turner Marnie Spears Unicorn Rebellion Marita Zaffiro Joyce Frid Caygill Jason Kopal Heidi Van Damme Victoria Staite UnMarketing Inc. Denise Christopherson Ian McIntyre Jessica Walker Sandra Stephenson Joan Van Damme Marta Stiteler Linda L. Van Scheijndel Gifts in kind Cathy Swenson Jamieson Villeneuve Amica Dundas ESB Lawyers LLP Jarislowsky Fraser Limited City of Hamilton Gowling WLG McMaster University Centre for Hamilton Spectator Summer Camp Fund Connor, Clark & Lunn Private The Hamilton Spectator Continuing Education Capital Unicorn Rebellion We thank everyone who contributes to sending children to camp. Contributors of over $500 are listed below: ImpactLink Capital

Steve Buist The Hamilton & District Soccer Sarah M. Murphy Jacqueline Carson Association Rotary Club of Hamilton AM Congregation of the Sisters of St. Hamilton Academy of Performing United Way Halton & Hamilton Arts Joseph in Canada Elizabeth Whetham Duck Sports Inc. Hamilton All Star Jazz Band Fabris Inc. Metroland Media Group Ltd.

34 First Place, Hamilton Tomorrow Fund 13,000 Mary Lauder Cassidy Fund 14,000 Florence E.S. Hutton Fund* 24,090 Nelson Allan Fund 7,480 Grants and community leadership Foxcroft Family Youth Fund 1,400 Note-Able Music Fund 3,000 Fund for Underprivileged Children 15,878 Ontario Endowment for in 2018-19 George & Shirley McBride Foundation Fund 64,230 Children & Youth in Recreation Fund 61,300 Gibson Trust/Town of Flamborough 3,580 Ray Lowes Environmental Fund 21,402 Hamilton Community Foundation offers donors powerful and diverse opportunities to drive positive Giovanni & Grazia Criminisi Literacy Fund* 1,666 Royal Canadian Humane Association Fund 3,719 change. We are unique in that we enable donors to recommend grants to the widest possible range The Glenn & Sidney Sellick Fund 1,580 Russell I. Elman Fund 103,520 of charitable organizations and initiatives: arts and culture, health and human services, environment, Hambro Fund 3,000 School Nourishment Fund 1,051 recreation and education. Find out more at hamiltoncommunityfoundation.ca Hogarth Family Pioneer Energy Fund 60,000 School Sisters of Notre Dame Legacy Fund 12,041 Ike & Shahnaz Ahmed Foundation Fund 1,700 Shirley M. Elford Gift of Today Fund 5,979 James Walker Culhane Trust Fund 10,000 Terry & Brenda Yates Fund 46,800 7 Jane C. LeWarne Fund 2,699 The Van Dusen Fund* 6,215 Vera & Percy Tomlinson Fund 5,180 15 Jeanne Scott Fund* 51,934 1 Recreation Joan C. Watt Memorial Fund 2,336 W. Robert & Marion S. Multisector Shivas Conservation Trust Fund 15,952 Kenneth Boothe Young Women 4 Change Fund 40,186 Total annual granting Health human services & Marie Catherine Young Fund 59,703 Youth & Philanthropy Fund 30,000 reflects Board-directed Environment Lillian & Marvin Goldblatt Family Fund 12,000 granting and the Education Lillian M. Shaw Fund 23,800 TOTAL 1,292,414 philanthropic interests of Arts culture those who have established donor-advised and 4 Grants from donor-advised funds designated funds Ambery Fund 47,500 Hamilton Prosperity Fund 10,452 Anonymous 308,964 Hamilton Spectator Summer Camp Fund 67,175 ArcelorMittal Dofasco Heather & Ross Hamlin Fund* 544,898 Grants by fund type Children and Youth Fund 75,000 Heels Family Vocal Award Fund* 12,934 This list shows the total amounts granted from all funds at Hamilton Community Foundation Bisaro Family Fund* 2,143 Hogarth Family Foundation Fund 399,000 identified by fund type. A list by recipient organization follows on page 39. Chedoke Health Foundation Fund 136,147 Hugh C. Arrell Memorial Fund 1,000 Grants from Community Fund Clark Family Foundation Fund 46,220 Hundred Waters Foundation Fund* 2,948 David Davis Memorial Fund 1,000 Hutton Family Fund* 93,055 ABACUS 578,766 Other 580,550 Dr. Bob & Mildred Kemp John & Esther Marshall Memorial Fund 12,000 Environment Endowment Fund 45,605 TOTAL 1,204,921 Palliative Care Education Fund 5,000 John & Mary Reesor Fund 7,700 Edith H. Turner Foundation Fund 488,332 Kathleen C. Nolan Education Fund 1,900 Elham & Joseph Farah Family Grants from field-of-interest funds Foundation Fund* 11,185 Kirkpatrick Fund 3,500 Ella Baird & Grace Baird McQueen Lawyers’ Legacy for Children 40,000 Alfred & Joan Robertshaw Memorial Fund 48,432 Betty & Jack George Family Fund 1,477 Memorial Fund/A.J. McQueen 2,198 Lee Hepner Award Fund 2,200 The Alice Jean Ainsworth Memorial Fund 84,000 Bill & Tina Seale Fund 15,658 Fengate Community Foundation Fund* 27,012 Losani Family Foundation Fund 141,000 The Angel Fund* 5,888 Board Leadership Fund 1,700 Fengate Recreation Fund 26,000 The Malloch Foundation Fund 29,841 Antonina Lombardo Fund 8,000 Charles & Ret Swire Fund 9,997 The Gilmour Fund 20,000 Maple Leaf Centre for Action on Arthur & Helena Lemon Fund 5,000 Community Health, Glen & Debra Swire Fund 2,926 Food Security Fund 146,625 Education & Research Fund 116,610 Barbara & Bob Harwood Fund 9,000 Great Lakes Trust Fund* 682 Mark & Barbara Nimigan Fund 5,000 Delaware Fund 23,400 Barbara Bethune Fund* 6,753 Green Shield Canada Community Marlies & Alan Clark Fund 128,000 Dougher Community Fund 172,304 Barbara Farnan Fund 6,965 Granting Fund 2,535,000 The Martin Foundation Fund 64,200 36 Edward & Gladys Halloran Memorial Fund 46,810 GSC Community Impact Fund 245,344 Mayberry Family Fund* 10,605 Shirley M. Elford Artist’s Fund 2,300 Community leadership projects McCallum, McBride Fund 50,428 Tara Lynn Giuliani Foundation 14,500 Leadership project costs include research, community consultation, meeting costs, Meredith Family Fund 1,800 Thorne Family Fund 3,000 educational and communication materials. Mildred Dixon Holmes - Tran Family Fund* 3,234 Youth Orchestra Fund 5,653 W.L. Carpenter Memorial Fund* 102,492 ABACUS: Advancing Neighbourhood Leadership The Milne McGrath Fund 78,008 Williams Family Fund* 3,609 post-secondary access 220,237 Institute 82,830 Ray Brillinger & Cy Hack Fund 6,595 The Young Fund* 1,865,457 Green Shield Canada Other leadership projects 42,251 The Ron & Gina Fraser Endowment Fund 4,100 Six 4 Six 70,945 TOTAL 7,850,862 TOTAL COMMUNITY Rotary Club of Hamilton Hamilton Anchor Institution LEADERSHIP PROJECTS 649,869 East-Wentworth Foundation Fund 5,000 Leadership Table 22,100 Neighbourhood development 211,506

Grants from scholarship and bursary funds TOTAL GRANTS AND COMMUNITY LEADERSHIP 11,370,486

Albert & Betty Walters Fund 1,600 James Darby Bursary Fund 15,300 Amanda Marie Cowan Memorial Jeff Dickins Memorial Fund 1,000 Grants by recipient organization Scholarship Fund 1,324 John E. VanDuzer Scholarship Fund 2,000 This list shows the details of all grants to all organizations in 2018-19. Grants marked with an asterisk Bernie Morelli Memorial Bursary Fund 1,283 Mildred Dixon Holmes - are those made from the Board-directed Community Fund or field-of-interest funds. All other Charlie and Mabel Duncan Artist of the Year Fund 2,000 grants are from donor-advised or designated funds and reflect the philanthropic interests of those Memorial Bursary Fund 1,283 Music Bursary Fund 1,960 CPRS Hamilton Legacy Fund 1,000 who established the funds. Ross F. Webb Bursary Fund 3,279 Daniel Giannini Fund 45,000 Russell & Elizabeth Lindley Fund 7,796 General Bursary Fund/ In addition to the grants below, the Foundation provided grants totalling: Genevieve A. Chaney & Cordelia C. Ensign 39,500 William Allison Haynes Fund 4,400 Geritol Follies Bursary Fund 10,500 TOTAL 142,225 • $67,175 to 20 organizations supporting 657 children to attend one week of camp through Howard Fairclough Organ Scholarship Fund 3,000 the Hamilton Spectator Summer Camp Fund.

Grants from designated funds • $208,595 in scholarships and bursaries to 70 students, and an additional $88,917 to 10 academic institutions and organizations. Adam and Olive Clark Memorial Fund 15,656 Joe, Filomena and George Seliga Anonymous 146,776 Holdings Fund 91,483 735 Firebird Squadron Ancaster Society for the Phenix Fund for Animal Welfare 5,822 Art and Barb Worth Fund 4,878 Royal Canadian Air Cadets Performing Arts Corporation Samaritans’ Tithe Fund 13,205 Barbara and Ronald Bayne Fund 2,944 Putting the Air in Air Cadets* 4,650 Music at Fieldcote 1,000 Stoney Creek Health Fund 37,655 Supporting grant 3,000 Cygnus Fund 1,751 ACORN Institute Canada United Nations Culture of Peace Tenant education workshops* 5,000 Art Gallery of Burlington Douglas J. Clark Fund* 6,360 Hamilton Fund 1,256 Adult Basic Education Association Supporting grant 500 Eva Rothwell Resource Centre Fund 4,400 United Way Fund/Kenneth R. Walsh 6,160 Educational planning services 9,000 Art Gallery of Hamilton Frank Charles Miller Fund* 69,765 Walter & Mildred Danby Fund* 23,360 The AIDS Network AGH: In-Class 10,000 James P. & Mary S. Phin Charitable Fund 10,373 AGH: In-Class* 89,500 TOTAL 441,844 Queer and Trans Youth Collaborative* 30,000 Children’s programs 5,000 Alzheimer Society of Total grants Hamilton and Halton Hamilton Community Benefits Network 2,800 Music 4 Memories* 8,000 Hamilton Community Benefits Network* 2,200 Supporting grant 9,000 Total grants approved 10,932,265 Ancaster Community Services & Information Adjustment for deferred grants (211,649) Youth empowerment* 15,000 TOTAL GRANTS PAID 10,720,616 *Denotes Community Fund or field-of-interest fund grant Organizations identified in italics are charitable sponsors for the grant Some grants are payable over multiple years 38 Art Gallery of Ontario Canadian Cancer Society, Christian Horizons Canada Culture for Kids in the Arts Business for the Arts 500 Ontario Division Supporting grant 2,336 After-school Arts Program 30,000 Supporting grant 1,673 Supporting grant 2,000 Christ’s Church Cathedral Glocal #HereWeArt* 3,000 The Arthritis Society Canadian Cystic Fibrosis Supporting grant 2,000 Resonance Choir* 13,630 Foundation Supporting grant 2,336 City Housing Hamilton Culture of Peace Hamilton/ Supporting grant 2,336 United Nations Association Artscape Foundation Sherwood Place Christmas Dinner 220 Canadian Institute for in Canada Hamilton Branch Supporting grant 50,000 Advanced Research Vanier Towers Photovoice* 2,747 Supporting grant 1,256 ASHOKA Canada Supporting grant 50,000 City Kidz Ministry The Dave Andreychuk Foundation Supporting grant 50,000 Canadian Mental Health CityYouth leadership development 5,000 Mount Hamilton Minor Hockey 541 Association Gift of Christmas 1,000 Astra Society of Hamilton & District Disability Justice Network Neighbourhood small grants* 600 Peer support training for Supporting grant 20,000 of Ontario/Hamilton Centre safe injection site* 12,000 for Civic Inclusion Autism Society of Ontario, City of Hamilton Canadian National Institute Inaccessible health system research* 7,800 Hamilton Chapter for the Blind Bernie Morelli Recreation Caregiver respite 500 Centre program subsidies 5,000 Doctors Without Borders Lake Joseph Centre 250,000 Green Shield Canada Six 4 Six 245,344 Bach Elgar Choir Supporting grant 1,000 Youth Empowerment 10,000 McQuesten Urban Farm 184,375 Down Syndrome Association Beethoven Mass in C Major 3,000 Canadian Opera Company Nurse Family Partnership 41,000 Supporting grant 4,000 of Hamilton Supporting grant 500 Shirley Elford Emerging Artist Prize 2,300 Nurture the Ability Art Workshop* 5,000 Bennetto Middle School/ The Canadian Red Cross Society Hamilton Foundation for CIVIX Supporting grant 700 Student Success Supporting grant 636 Supporting grant 50,000 Dr. Bob Kemp Hospice Foundation Supporting grant 2,198 Tiffany Circle 10,000 Coady International Camp Erin Hamilton 12,000 The Canadian Stage Corporation Institute-St. Francis Xavier Supporting grant 43,655 Big Brothers Big Sisters University of Hamilton & Burlington Supporting grant 300 Supporting grant 25,000 Duet Club of Hamilton In-school mentoring 10,000 Canadian Warplane Heritage Museum Supporting grant 1,500 One-to-one mentors* 10,000 The Colin B. Glassco Charitable Children’s programs 2,500 Foundation for Children Dundas Art and Craft Association Bird Studies Canada Cancer Assistance Program Supporting grant 75,000 Carnegie Kids* 4,850 Supporting grant 1,751 City of Hamilton & District Community Care of West Niagara Dundas Baptist Church Birthright Organization of Hamilton Educational podcasts 2,000 Supporting grant 10,000 The Connect Theatre Project* 6,000 Supporting grant 5,000 Personal care and nutrition program 3,000 Personal care products* 5,000 Community Development Halton Dundas Community Services Brant Food for Thought Supporting grant 20,000 Volunteer database software* 4,195 Food security 5,000 Carpenter Hospice Making Room capital campaign 25,000 Community Food Centres Canada Dundas Historical Society Museum The Bridge from Prison to Community (Hamilton) Supporting grant 500 Supporting grant 50,000 Community and family engagement* 7,000 Supporting grant 2,000 Supporting grant 5,000 Catholic Children’s Aid Community Foundation Grey Bruce Society of Hamilton Bruce Trail Conservancy Supporting grant* 12,143 Dundas Turtle Watch/ One-to-one support at home* 10,000 Conserver Society of Driftwood Cove, Tobermory Community Foundation Hamilton & District, Inc. property purchase 500,000 of Nova Scotia Catholic Youth Organization Protect our turtles* 3,210 Fisher’s Pond 1,500 Supporting grant 541 Green Shield Canada Six 4 Six 405,000 Hamilton Region Trail Access Project 4,000 Dundas Valley Orchestra Central Presbyterian Church Community Foundations of Canada Supporting grant 2,926 Concerts* 5,000 Supporting grant 11,850 Consolidated Investment Exploration* 5,000 Burlington Civic Chorale Green Shield Canada Six 4 Six 75,000 Dundas Valley School of Art Centre3 for Print and Media Arts Supporting grant 5,500 Supporting grant* 39,221 Aging Artfully 3,000 Art [2] Enrich 25,000 Family Art Days* 15,000 Burlington Community Foundation Community Living Hamilton Hatts Off open arts* 5,000 Foster the Ability 20,000 Supporting grant* 24,016 Supporting grant 318 Chamber Music Hamilton Holiday gift workshops 2,000 Burlington Performing Arts Centre Supporting grant 13,000 Community Resource Supporting grant 4,000 Supporting grant 300 and Employment Service Children’s Aid Society of Hamilton Brantford food bank 10,000 Dundas Youth Chaplaincy The Calgary Foundation Bursaries and camperships 13,000 Routes Youth Centre 13,000 Conservation Halton Green Shield Canada Six 4 Six 980,000 Miller Bear Program 3,000 Routes Youth Centre* 20,000 Supporting grant* 3,988 Cambridge Self-Help Food Bank Supporting grant 1,000 40 Supporting grant 5,000 Covenant House Toronto Supporting grant 438 Eagle Worldwide Community Good Shepherd Centres Hamilton Hamilton District Society Hamilton Music Collective Enrichment Regina’s Place/Jeanne Scott Parent for Disabled Children An Instrument for Every Child 21,141 Come to the Table* 5,000 and Child Resource Centre* 12,041 Supporting grant 674 Grade 1 trips to McMaster LIVELab 3,000 Supporting grant 46,100 Elizabeth Fry Society The Hamilton Dream Centre Partnership with Hamilton Supporting grant* 13,633 Seasonal outreach 3,500 Supporting grant 7,000 East Kiwanis Boys’ and Girls’ Club 20,000 Supporting grant 3,000 Greater Hamilton Symphony Supporting grant 5,000 Association Hamilton East Kiwanis Elliott Heights Baptist Church Boys’ and Girls’ Club Hamilton Naturalists’ Club Supporting grant 600 LARCH After-school Program 31,520 Crown Point Educational Biodiversity in the Schoolyard 7,000 /Conserver Society Engagement* 45,000 LARCH After-school Program* 15,000 Green Venture Connecting students to of Hamilton & District, Inc. Kaleidoscope programs 500 nature at school* 7,960 Empowerment Squared Depave Paradise at Yorkview* 8,526 Ontario Early Years Centre 2,000 Discover & Restore African Youth Governance Conference 6,000 Nature with Hess Street School 2,000 Habitat for Humanity Brant Programming for girls 4,000 Homework Circle* 37,500 Supporting grant 1,500 Supporting grant 1,000 Skates for youth and families 10,000 Supporting grant* 14,689 Summer literacy* 9,820 Supporting grant 2,000 Habitat for Humanity Canada Engineers Without Borders (Canada) We ROCK summer camperships 5,000 Hamilton Out of the Cold Indigenous Housing Partnership 1,000 Program Coalition Inc. Supporting grant 75,000 Youth leadership subsidies* 3,000 Halton Children’s Aid Society Supporting grant 2,000 Environment Hamilton/ Hamilton East Kiwanis Conserver Society of Pace Performance Bikes for Non-Profit Homes Inc. Hamilton Philharmonic Kids Program 2,000 Orchestra (2000) Inc. Hamilton & District, Inc. Neighbourhood small grants* 4,035 Friendly Streets Hamilton* 45,605 Halton Women’s Place Adopt-a-School 4,000 Hamilton Festival Theatre Company Friendly Streets Hamilton Supporting grant 2,887 Dundas programming* 11,500 hospital zone study* 11,788 Artistic Leadership and Hamilton & District Extend-a-Family Entrepreneurial Training Program 10,000 Family and seniors programming 10,000 Youth Leaders Eco-Summit* 3,463 Outreach program 5,000 After-school Homework Club 10,000 Hamilton Food Share The Equality Effect Supporting grant & Beethoven, Holiday party 2,000 Supporting grant 55,000 Brahms concert 68,828 Supporting grant 75,000 Hamilton All Star Jazz Band Supporting grant* 12,500 Hamilton Philharmonic Essential Aid and Family Supporting grant 2,000 Youth Orchestra Services of Ontario Inc. Hamilton Foundation for Student Success Supporting grant 7,653 Baby related items* 7,500 Hamilton Association for Residential & Recreational Mount Hope Elementary Hamilton Right to Life Eva Rothwell Centre Redevelopment Programs School Library Revitalization Project* 10,000 Supporting grant 5,000 Hamilton Imagination Library 5,000 Neighbourhood small grants* 4,000 NYA:WEH 2.0* 60,000 Hamilton Imagination Library* 6,500 St. Peter’s HARRRP 10,000 Rainbow Prom 500 Hamilton Roundtable for Poverty Reduction/ Neighbourhood small grants* 597 Hamilton Basic Income Group/ Rainbow Prom* 2,000 Hamilton Community Legal Clinic Red Maple reading program* 19,200 Robert Land Community Hamilton Community Legal Clinic Basic Income Speakers Bureau* 1,700 Association food and breakfast Student Support Grant Project 5,000 programs 5,000 Basic Income Education ODSP Clinics* 800 and Awareness Program 7,000 Teacher Small Grants* 19,250 Supporting grant 10,452 Evergreen Hamilton Bulldogs Foundation Inc. Hamilton Health Sciences Supporting grant* 50,000 Supporting grant 50,000 Breakfast program* 250 Corporation Fit Active Beautiful (FAB) Foundation Internship program 7,381 Hamilton Social Medicine The Hamilton/Burlington SPCA Response Team/The AIDS Network FAB Girls 5K Challenge 7,500 Dog care 5,000 Hamilton Health Sciences Peer Support Worker Program 34,008 FAB Girls 5K Challenge* 5,000 Foundation Sit! Stay! Read! 1,020 Hamilton Sustainable Prince of Wales/Bernie Morelli Supporting grant 97,705 Cardiac Care at Hamilton Recreation Centre sites 11,000 General Hospital 2,500 Victory Gardens Inc. Supporting grant* 5,180 Supporting grant 2,000 Flamborough Food Bank Dr. Frank Smith 500 Hamilton Children’s Choir Supporting grant 5,000 Hybrid Operating Room 16,763 Hamilton Theatre Inc. Supporting grant 5,000 Supporting grant 3,500 Supporting grant* 5,858 Flamborough Information & Community Services Hamilton Conservation Authority W. Leonard and Phyllis Carpenter Hamilton Youth Poets/ Memorial Endowment Fund 50,000 Flamborough Connects 5,000 Supporting grant* 10,701 Hamilton Arts Council Hamilton Literacy Council March break camp* 5,000 Hamilton Rural Seniors’ Hamilton Conservation Foundation Grocery Bus Project 14,109 Supporting grant 1,900 Outdoor Environment Hamilton Youth Steel Orchestra/ Food4Kids Hamilton Halton Niagara Education Program 13,500 Hamilton Mennonite Church The John Howard Society High School Initiative 5,000 Outdoor Environment Neighbourhood small grants* 1,000 Supporting grant* 5,000 Education Program* 10,000 Ready To Learn!* 6,965 Supporting grant 1,000 Foundation for Advancing Supporting grant* 3,988 42 Family Medicine C. Robert Kemp Grant Awards 5,000 Hamilton-Wentworth Indwell Community Homes The Learning Partnership Mealshare Aid Foundation Catholic District School Board Data analyst* 23,000 Supporting grant 25,000 Hamilton expansion 20,000 Empower Reading Program 250,000 Neighbourhood small grants* 500 Let’s Talk Science Melrose United Church Equal Opportunities Fund 271 Interval House of Hamilton Supporting grant 25,000 Supporting grant 6,272 Freedom Arts Project* 6,000 Be More Than a Bystander 1,000 Intramural Soccer League & Learn* 10,000 Liberty for Youth Mennonite Coalition Emergency shelter 1,000 for Refugee Support L.E.A.D. Successful Transitions Project* 30,300 Bright Choices 20,000 Jared’s Place* 11,000 Supporting grant 2,000 Recess project with Prodigal Sonz* 5,000 an after-school twist* 10,000 Mentor Action Program 1,472 Lighthouse Program for Métis Women’s Circle St. Helen community centre 27,120 Purchase of furnace* 5,000 Grieving Children The Song-Bird and the Teacher small grants* 12,380 Supporting grant 10,000 Supporting grant 2,000 Healing Waters 20,000 Supportive mothering 5,428 Harbourfront Corporation Lions Foundation of Canada Mission Services of Hamilton The Hero’s Journey Program 10,000 Fleck Dance Theatre 300 Autism Assistance Dog Guides 1,000 Supporting grant 11,538 Jazz.FM91 Inc. The 196 After-school Program* 30,000 Healing Arts and Recovery Canine Vision 500 with Peer Support/ Supporting grant 438 Wish List 700 Youth Food Program 15,000 City Housing Hamilton The John Howard Society Missionaries of Charity Supporting grant and Living Rock Ministries tenant engagement* 15,000 ACHIEVES* 32,083 Job coach 2,000 Supporting grant 100 Neighbourhood small grants* 30,189 Heart and Stroke Operation Christmas Blessing 4,000 Mohawk College Foundation of Ontario Supporting grant 1,000 Rock in Action* 5,000 Bursaries 10,165 Supporting grant 2,192 YARD program* 60,000 Rock Resources* 25,000 City School students’ safety wear 4,100 Hearts Together For Haiti Joseph Brant Hospital Foundation Supporting grant* 8,329 MADD Canada Labour & Delivery Unit Loran Scholars Foundation SmartWheels program 1,000 Supporting grant 4,000 capital campaign 5,000 Helping Hands Street Mission Supporting grant 8,095 Supporting grant 80,000 Musicata Supporting grant 2,000 Supporting grant 2,000 Journalists for Human Rights Lynwood Charlton Centre Heritage Hamilton Foundation Supporting grant 75,000 Supporting grant 500 Muskoka Conservancy Under the Willows 12,500 Supporting grant 1,000 Neighbourhood small grants* 1,500 Joy Bible Camp MacNab Street Presbyterian Church Hillcrest Elementary School/ Supporting grant 1,000 National Youth Orchestra Hamilton Foundation Supporting grant 10,905 Supporting grant 1,000 for Student Success Jump In Foundation March of Dimes Canada Native Women’s Centre Community Collaboration 5,000 Physical activation program 10,000 Non-Profit Housing Corporation Physical activation program* 10,000 Gift of giving 2,350 Holbrook School/ Jason’s House 5,000 Trauma Sensitive Yoga 2,500 Hamilton Foundation Jump Math for Student Success MaRS Discovery District Supporting grant 50,000 Neighbour to Neighbour Butterfly project* 400 Solution Labs/SVX/Centre for Centre (Hamilton) Impact Investing 325,000 Inclusive educational excursion* 735 Juravinski Hospital & Cancer Centre Children’s food literacy programs 40,000 Foundation/Hamilton Health Mathstronauts/ Food skills programming 15,000 Hope for Wildlife Society Sciences Foundation McMaster University-MILO Jack Parent Reading Program 16,020 Supporting grant 500 Supporting grant 2,000 STEM Hacks* 2,000 Jack Parent Reading Program* 10,000 Hospital Family Houses of Ontario Justice Centre for Constitutional McGill University Freedoms Math Success Program* 14,735 Mark Preece Family House 2,600 Friends of McGill Hockey 200 Supporting grant 2,000 Neighbourhood small grants* 6,000 The Hospital for Sick Children Supporting grant 2,000 Supporting grant 5,500 Juvenile Diabetes Research Supporting grant 2,593 Foundation McMaster Children’s Nelson Youth Centres Hospital Foundation Imagine in the Park Children’s Supporting grant 813 Supporting grant 7,000 Arts Festival/Rotary Club of Medical equipment 700 Hamilton AM Kartarpur Charitable Fund New Vision United Church McMaster University Supporting grant 4,500 Supporting grant 2,000 Music Hall 5,000 Basic Income Project* 17,177 Supporting grant* 3,000 Music Hall* 25,000 Kiwanis Music Festival Dynamics of intimate Indspire Association of Greater Toronto partner violence study* 35,000 Supporting grant* 9,743 Building Brighter Futures 35,000 Supporting grant 500 NICU-to-home transitions study* 14,845 NGen Youth Centre/ Laidlaw Memorial United Church President’s Fund 1,500 Hamilton East Kiwanis Industry Education Boys’ and Girls’ Club Council of Hamilton Partners in Learning* 500 Scholarship award 250 Reprogrammed* 5,000 Computer/coding workshops* 54,986 Learning Disabilities Supporting grant 2,000 44 Association of Halton The Collaboratorium* 8,000 Niwasa Kendaaswin Teg Reading Rocks!* 10,000 NYA:WEH Elementary* 37,500 North End Breezes/ Rideau Hall Foundation Shakespearience Performing Arts St. Patrick’s Parish North Hamilton Community - Fondation Rideau Hall School programs 4,000 Supporting grant 40,271 Health Centre Post-Secondary Access School programs* 3,000 Supporting grant* 1,580 and Success Network* 50,000 St. Raphael’s Parish Church Shalem Mental Health Network Supporting grant 6,000 North Hamilton Community Riverdale Women’s Empowerment Health Centre Group/The John Howard Society Counselling Assistance Fund 15,000 Start2Finish Grub Club: What’s Cooking?* 9,500 Weekly support group* 2,000 Sheridan College, Oakville Campus Junior Coaches Program* 29,000 PATH program* 8,334 Robert Land Community Association Music, Theatre, Performance Program 500 Running & Reading Club 8,000 Pathways to Education Eva Rothwell Centre 2,000 Running & Reading Club* 16,000 neighbourhood expansion 30,000 Shriners Hospitals for Children Supporting grant 4,400 Pathways to Education Supporting grant 1,168 Stoney Creek Community Food Bank FitRec program* 5,000 Robert Land Community Association/ The Simcoe Caring Cupboard Supporting grant 5,000 Eva Rothwell Centre Trauma Sensitive Yoga for Food bank 5,000 The Stop Community Food Centre LGBTQ2S+ individuals* 2,580 Food closet and outdoor program 7,000 Skills for Change Supporting grant 50,000 Ontario Music Festivals Association Rotary Club of Hamilton Sunshine Fund Bridging the Gap* 15,000 Strata Montessori Adolescent School Supporting grant 1,000 Healthy Cooking on a Budget 5,000 Supporting grant 3,018 Ontario Registered Music Wever CORE Kids 10,000 Small Change Fund Teachers’ Association - Supporting grant 30,000 Streetlight Ministries Royal Botanical Gardens Hamilton Branch, Scholarship Fund Building Fund 2,000 Children’s programs 2,500 Social Planning & Research Supporting grant 900 Council of Hamilton Rose garden bed 25,000 Student Open Circles Ontario Registered Music Neighbourhood small grants* 6,370 Community Volunteer Circles 10,700 Teachers’ Association – Supporting grant 11,828 Ontario Knowledge Network Supporting grant 1,472 Niagara-on-the-Lake Supporting grant* 3,988 for Student Well-Being* 3,400 Supporting grant 700 Royal Canadian Humane Soaring Spirit Festival* 2,699 Swim, Drink, Fish Canada Supporting grant 648 Opening Hearts Association Society of our Lady of the Sibling Support Network* 3,000 Supporting grant* 3,719 Most Holy Trinity (Canada) SwimAbility Hamilton/ Supporting grant 35,186 Special Olympics Ontario Inc. Organized Kaos Life & Trade Royal Conservatory of Music Swim lessons* 1,700 Supporting grant 2,000 Supporting grant 300 Society of St. Vincent de Paul Ontario Regional Council Tamarack Institute for Community The Owl Foundation Rygiel Supports for Community Living Ridgeway food baskets 5,000 Engagement Pine shavings 1,500 Supporting grant 50,000 Supporting grant 2,336 Soroptimist International of Supporting grant 2,841 Supporting grant* 3,580 Hamilton-Burlington Tastebuds/Social Planning PAL Canada Foundation Live Your Dream 5,000 & Research Council of Hamilton Salal Foundation Supporting grant 1,000 Supporting grant* 5,051 Canopy initiative 50,000 St. Andrew’s United Church Paroisse Saint-Philippe Soup for the Soul 2,000 Telling Tales The Salvation Army Hamilton Community outreach 2,000 Supporting grant 4,000 Booth Centre St. David’s Presbyterian Church Community outreach* 8,000 Peel Music Festival Dundas food bank 5,000 Neighbourhood small grants* 2,000 Dundas residents* 3,000 Supporting grant 300 Ellen Osler Home Hatt Street reconstruction project* 19,850 St. Jerome’s University In-school program* 3,000 Philpott Memorial Church New Choices 1,800 Supporting grant 4,000 Supporting grant 25,000 Supporting grant 9,344 New Choices* 3,500 St. Joseph’s Healthcare Foundation Tetra Society of North America Players’ Guild of Hamilton Inc. Supporting grant 1,736 Macrophages and fibrotic lung disease* 30,000 Hamilton Tools for Tykes 3,500 Supporting grant* 5,858 Salvation Army Simcoe Mental health services The National Ballet of Canada Port Dover and Area Life Line Community Church at West 5th location 10,000 Dunnville food bank 5,000 Supporting grant 500 Food Bank Supporting grant 16,000 Theatre Ancaster Supporting grant 2,000 Scientists in School Youth Wellness Centre’s Supporting grant* 5,858 Project SHARE of Niagara Falls STEM Enrichment 10,000 Empowerment Fund* 5,000 Food bank 5,000 Scleroderma Society of Canada St. Joseph’s Home Care Theatre Aquarius Indigenous Arts Program 2,500 Rainbow Railroad Supporting grant 5,000 Supporting grant* 13,000 Newcomer Arts Program 3,000 Supporting grant 5,000 Scleroderma Society of Ontario St. Joseph’s Villa Foundation Ovation Outreach Enrollment Program 5,000 Supporting grant 5,000 Enhancing care* 19,244 Redeemer University College Supporting grant 4,500 Music Scholarship 1,000 Scouts Canada - Central Ontario Supporting grant 30,000 Threshold School of Building Supporting grant 2,000 Service Centre St. Matthew’s House Job developer 20,000 46 Supporting grant 250 Adopt-a-Family Program 5,000 Supporting grant 10,000 Supporting grant 18,457 THRIVE Welcome Inn Community York University Community Navigator* 10,000 Centre of Hamilton Justine Giuliani Bursary 3,595 Community Christmas 2,150 Counselling for children* 8,800 Youth and Philanthropy Oasis Program* 6,000 Educational programming 5,500 Initiative Canada Supporting grant 10,000 Neighbourhood small grants* 2,880 Hamilton schools* 35,000 New Horizons Thrift Store Luminato Women4Change Youth training program* 10,000 Engagement Award* 5,000 Supporting grant 300 Wellwood Resource YWCA Hamilton Toronto International Film Festival Centre of Hamilton A Holiday to Remember 3,000 Supporting grant 300 Alumni Family Days* 5,000 Food for Thought* 15,000 Children’s program 5,000 Trinity Presbyterian Church Phoenix Place 1,000 Curveball 5,000 Repeat Champions* 1,500 Supporting grant* 200 Kids in the Kitchen/Power Up 10,000 True Patriot Love Foundation Syrian girls leadership Supporting grant* 5,979 and March break camp* 5,000 Supporting grant* 250 Wesley Urban Ministries Transitional Living Program 5,000 TVOntario Christmas and holiday store 1,000 Supporting grant 438 Food Service Training Program* 25,000 The Tyndale Foundation Snacks for afterschool programs* 10,000 Supporting grant 2,336 Supporting grant 6,538 United Way Halton & Hamilton West Lincoln Community Care Supporting grant 15,133 Smithville food bank 5,000 University of Guelph Westdale Cinema Group Bursaries 4,000 Neighbourhood small grants* 500 University of Notre Dame Projection room reconstruction 25,000 Supporting grant 100 Westdale Theatre renovation 5,000 University of St. Michael’s College Wever CORE/McMaster University Supporting grant 4,000 McMaster Trip* 4,000 University of Toronto Wever CORE/Rotary Club of Hamilton Sunshine Fund President’s Club 1,000 Community Christmas party 2,500 Urquhart Butterfly Garden/ Supporting grant* 7,829 Conserver Society of Hamilton & District, Inc. Youth Achieves/Leaders in Training/ Arabic Speaking Navigator programs* 13,700 Summer educational program* 2,280 Windmill Microlending Vancouver Foundation Supporting grant 50,000 Green Shield Canada Six 4 Six 300,000 WindsorEssex Community Victoria Foundation Foundation Green Shield Canada Six 4 Six 225,000 Green Shield Canada Six 4 Six 450,000 Victorian Order of Nurses - Woodview Children’s Centre Hamilton Branch Supporting grant 1,000 Meals on Wheels 1,000 Meals on Wheels* 20,000 Word & Deed Ministries Canada Inc. Supporting grant 2,000 Village Theatre (Waterdown) Inc. Supporting grant* 5,858 Workers Arts & Heritage Centre School Visits Program 1,500 War Amputations of Canada Supporting grant 1,500 YMCA of Hamilton/ Burlington/Brantford WE Charity Beyond the Bell 10,000 Schools in Rongena, Kenya 4,000 Beyond the Bell* 10,000 Supporting grant 25,000 Camp Wanakita 4,000 Camp Wanakita bursary 1,000 Camp Wanakita outripping equipment 19,898 48 Farah Family Youth Peace Scholarship 5,000 Peace Medal Breakfast 5,000 Impact investing Impact investments

Aligning our assets with our mission Through impact investing, all donations to endowed funds drive positive change in two ways: through granting and through investments that deliver financial returns coupled with Recognizing that all investments have impact, we believe they can be powerful tools to positive social and/or environmental outcomes. accelerate achieving our vision and mission. For Hamilton Community Foundation, “all in” means we are committed to aligning 100 percent of our investments with our mission and vision through: As illustrated in the chart below, we progressed toward our 20 percent by 2020 goal with $21 million currently placed or outstanding and an additional $13 million committed. This Impact investments: public and private investments intended to create positive impact brings our total commitment to $34 million, up from $28 million last year. In total, more beyond financial returns. Our current goal is to devote 20 percent of our assets to these than 10 percent of our assets are actively invested for impact. Our impact investments cover investments by 2020. areas including affordable housing, arts, environment, and sustainable development. Responsible investments: Public market investments that integrate environmental, social and governance factors (ESG) into their selection and management. $40,000,000

Last year, our Board of Directors approved these investment beliefs that guide us toward $35,000,000 our goals: $30,000,000

WHAT WE BELIEVE $25,000,000 As a public foundation, we exist to advance our mission and vision in the interest of the public good and in support of our donors’ intentions. We challenge the premise that our $20,000,000 investments are only a means to create income to fund granting and operations of the Foundation. Instead, we believe that: $15,000,000

$10,000,000 All investments broadly have social and environmental impact – positive, neutral or negative. As such, we are committed to recognizing the impact of $5,000,000 our investments to ensure that we don’t undermine our vision, mission and values. $0 2012 2013 2014 2015 2016 2017 2018 2019 Our investments will be catalysts to accelerate our ability to achieve our vision and mission. We actively seek out opportunities to create positive change National Local‐ National Local‐ through our capital. Global‐Placed Outstanding Global‐Committed Committed

We are not sacrificing investment returns on our portfolio but, rather, using responsible investing and impact investing as tools to ensure sustainable Local loans funded since inception long-term returns and provide diversification through alternative investments. Locally Health and human We must use evidence-based decision-making to ensure that our assets are We approved loans of $2.6 million services: Land or building Operations invested in a socially responsible manner and that they do not contravene the to local projects last year, bringing acquisition/renovation/ support $50,000 work of our grantees or our community leadership efforts. our total loans since inception expansion $1,236,600 to $9.3 million. The purposes of This warrants time and resources due to the inherent complexity of our Environment: Land or our community loans to date are Aordable vision and mission. We are committed to take the time to shift our investment building acquisition/ home ownership shown in the chart opposite. Since renovation/ processes, investment products and engagement approach with our managers. $1,300,000 the program’s 2012 launch, loan expansion $858,000 These efforts will accelerate our overall success. We are confident that repayments total $2.5 million, capital aligning our portfolio with our vision, mission and values is the most which has been recycled back to the responsible use of our resources to accelerate achievement of our vision community. and mission.

Arts: Land or building $4,225,000 acquisition/renovation/ Aordable 50 expansion $1,654,118 housing Nationally/Globally The nature of some of the national/global investments results in commitments that are placed Financial highlights over several years. Donations to the Foundation are invested for the long term in the public markets and in alternative investments. Investment income is then allocated annually to support granting, 14.0 community leadership and operations. The summary and charts presented here provide 12.0 12.0 both a financial snapshot and a history of recent activity that supports the remarkable donor, grants and community leadership stories included in this annual report, along with all 10.0 the work that HCF is privileged to steward on behalf of our donors.

s 8.0 8.0 ($000s) 2019 2018 2017

llio n 6.7 i M

6.0 $ 4.6 Donations received 10,302 6,503 3,141 4.0 Grants and community leadership 11,370 8,214 7,214 2.3 2.0 2.0 2.3 2.0 Loans outstanding to charities and 0.5 0.5 0.5 0.4 not-for-profits 9,887 6,403 5,062 0.0 A ordable Arts & Environmental Financial Sustainable Sustainable Operating expenses 2,484 2,478 2,316 housing culture services: development: development: charity/NFP/ frontier North As a % of average assets 1.25% 1.28% 1.23% social markets America Total assets 202,256 194,466 192,795 enterprise Placed Committed Investments at: Market 178,921 178,617 178,911 Cost 11,830 8,794 7,691 190,751 192,814 191,664 Investment returns: Responsible investments One year 6.9% 4.1% 11.2% Five years 7.4% 9.5% 11.2% Responsible investing is the way we drive impact through our public market portfolio. We do this through independent audits of our investment portfolio’s environmental, social and Ten years 9.7% 7.0% 6.3% governance (ESG) performance, and proxy voting records on important ESG issues. In this area, our accomplishments last year included developing an exclusion policy. We consider excluding Total HCF funds balance 189,435 182,355 181,212 specific industries/sectors from our portfolio on an exception basis. Currently tobacco, illegal Funds held on behalf of others 11,748 11,089 10,293 weapons and predatory lending are excluded. We continue to explore additional responsible investing tools, including more active shareholder practices, as we learn. Overview

Outstanding support from HCF’s donors and partners continued in 2018-19 with donations of $10.3 million and grants and community leadership project spending reaching a record high $11.4 million.

In spite of a very shaky investment market in the last quarter of 2018, the market rebounded in the first quarter of 2019 resulting in an annual public market investment return of 6.9% for the fiscal year. As long-term investors, HCF’s investment and spending policies recognize that volatility is a reality of public market investing. Our spending policy (currently set at four percent annually) determines the amount available to grant in any given year, and enables HCF to grant at a consistent level, with excess income in higher-return years used to support income shortfalls in lower-return years. Our reserves enable us to continue to grant and maintain operating capacity when the market is weak, and they remain at their policy maximum.

HCF is continuing its work to re-allocate more assets from our public market portfolios into 52 direct impact investments that a) align with our mission, b) provide the required investment returns, and c) provide for investments not correlated with public markets, which are more volatile. We are particularly pleased to report outstanding loans of $9.9 million of which $6.5 million are local. These loans support projects in areas such as affordable housing, affordable home ownership, protected land acquisition and operational support for charities Grants and community leadership and not-for-profits across a number of sectors, including the arts and environment. In addition, another $11.8 million has been placed in private equity and other investments Grants are made annually from 12 900 which have strong return profiles and missions to create positive social or environmental both endowed and flowthrough change. We are continuing to see significant growth in the impact investing field both in 800 funds. Because flowthrough Canada and internationally. 10 fund balances are distributed in 700 a shorter time period, granting In keeping with our commitment to financial accountability and transparency, full audited 8 600 financial statements are available at www.hamiltoncommunityfoundation.ca or by mail. If from these funds can materially you have any questions regarding our financial highlights, please contact Annette Aquin, at influence the total annual 500 [email protected] or by phone at 905.523.5600 x 243. amount granted. 6 400 You may also access the HCF T3010 tax return information via https://apps.cra-arc.gc.ca/ebci/hacc/srch/pub/dsplyBscSrch?request_locale=en Grants and community 4 300 leadership project spending Number of grants 200 leadership projects ($MM)

over the past eight years has Total grants and community 2 Donations ranged from $5.2 million to 100 this year’s historic high of $11.4 million. Granting from 0 0 Donations to the Foundation are from individuals, corporations and other charities. endowment funds was reduced 2012 2013 2014 2015 2016 2017 2018 2019 Donors may contribute to named endowment or flowthrough funds, to the Board-directed in 2013 as a result of the decline Community Fund, or to HCF’s community leadership projects. Endowed grants ($MM) Flowthrough grants ($MM) in investment returns in 2012 Community leadership projects ($MM) Number of grants Total annual donations have ranged between $3.2 and $12.4 million over the past eight which a) lowered the asset years. Annual donations are significantly influenced by the timing of the realization of base used for the granting 14 2,500 donations in wills. The five-year rolling average of donations ranges from $7.1 million to calculation (currently four percent of the fund balances), and b) resulted in less income available to $8.7 million. Donations for 2019 were $10.3 million and include a $6.0 million donation from grant. Flowthrough granting and expenditures on community leadership projects has ranged from 12 Green Shield Canada in support of its national Six 4 Six initiative facilitated through HCF 28 percent2,0 to 0560 percent of total granting in any given year and is dependent on the timing and (see story on page 10). nature of flowthrough and project activity. Flowthrough granting at $3.3 million for 2019 includes 10 $2.8 million from Green Shield Canada’s Six 4 Six initiative. At 850, the number of grants for this The number of donations reached a high of 2,146 in 2015 and continues to be significantly year is 40 percent1,500 higher than the eight-year average, and was influenced by 57 grants through higher since 2013 as a result of growth in the number of “in memoriam”8 donations and our neighbourhood small grants program, as well as by granting from new funds. the number and nature of events sponsored by donors to raise money for their funds. This number fluctuates significantly based on the number and size of6 events in any fiscal year. Investments1,000 4 14 2,500 Investments50 traded0 in active markets are reported at their fair market value. Investments not Total donations ($MM) 2 actively traded areNumber of donations recorded at their cost less any impairment of their value. 12 2,000 To provide a more diverse and robust portfolio, HCF has committed to investing in alternative asset 0 0 10 2012 2013 2014 2015 2016 2017 2018classes2019 including real estate, infrastructure and private equity. These alternatives are consistent with the Foundation’s long-term investment horizon and liquidity requirements. Since these 1,500 Total donations ($MM) 8 investments are not actively traded, they are valued at cost in the investments. These alternatives Number of donations include outstanding loans to charities and not-for-profits totaling $9.9 million. Five-year rolling average 6 1,000 ($MM) Our public market portfolios are invested according to policy guidelines established by HCF’s Board of Directors. The portfolios are managed, in accordance with the policy, by two professional 4 investment managers and are overseen by the Board’s Finance and Investment Committee to 500 ensure compliance with the policy. As an endowment builder, HCF’s policy focuses on long-term Total donations ($MM) Number of donations 2 investing and this position is supported by developing and maintaining reserve accounts which are currently at their policy maximum. This committee reviews the investment managers’ reports 0 0 54 2012 2013 2014 2015 2016 2017 2018 2019 quarterly to assess each manager’s performance. In addition, the committee formally evaluates the

Total donations ($MM) Number of donations Five-year rolling average ($MM) 40% 40% 34% 35% 34% 35% 31% 28% 29% 31%30%28% 29% 30% 24% 23% 25% 24% 23% 25% 20% 20% 20% Current 20% Current Target investment managers’ performance15% Benchmarks reflect the performance of each market index based on HCF’s specific target 40% 12% Target semi-annually. 15% asset mix. Comparing actual results to the benchmark measures the value added by 12% 34% 10% 35% investment managers compared to the average market performance. HCF’s investment policy The investment10 policy% sets out a 31% 28% 29% target is a long-term investment return in the 6.5 to 7.5 percent range. target asset mix as well as 5%a range 30% 5% around these targets. The managers 24% 23% 0% 25% 20% use their discretion0% to invest the Cash and Canadian Foreign Alternative Cash and xed incomeCanadian equityForeign equityAlternative 20% portfolios within this range. The 20% xed income equity equity Current chart opposite reflects the current Target 15% and target asset mix. For the 12% 15% alternative investments, “target” is 10% the amount committed to this asset class; “current” is the amount actually 5% 10% invested at year-end. 0% Cash and Canadian Foreign Alternative xed income equity equity

5%

0%

-5% 2012 2013 2014 2015 2016 2017 2018 2019

Annual portfolios return Annual benchmark Seven-year annualized portfolios return Seven-year annualized benchmark Long‐term investment return target

As illustrated, investment returns over the past eight years have been volatile. After a soft return at 4.1 percent return in fiscal year ended March 31, 2018 and significant negative volatility in the October to December period of 2018, the markets provided strong returns in the January to March period of 2019, resulting in an annual return of 6.9 percent which is within HCF’s investment policy range. The seven-year annualized return at 9.4 percent exceeds the target investment policy range and is 1.2 percent higher than the benchmark. Unrealized gains (losses) reflect market volatility, which affects the year-end market value As noted in the financial highlights, the current 10-year annualized return is 9.7 percent, of our portfolio. Two long-term portfolios are invested in the public markets with which is above the target range and is higher than the benchmark by 1.2 percent. Jarislowsky Fraser and Connor, Clark & Lunn. The graph on the next page compares those portfolios against benchmarks as follows: Due to the long-term nature of the alternative investments, their returns are not included in this analysis. Results for these investments are continually monitored and are reported when realized. • Returns for each year against the annual investment policy benchmark for that year

• Seven-year annualized return against the seven-year annualized investment policy benchmark

• Both return rates against the targeted investment policy long-term return range.

56 Operating epenses as a of average assets

Operations 2.00%

Operating expenses for the fiscal year ended March 31, 2019 total $2.5 million and were consistent with fiscal 2018. Cost increases for the year were offset by revenues from a number of projects that HCF facilitated on behalf of partners. Staffing costs related to the Foundation’s 22 employees represent 69 percent of HCF operating costs. 1.50%

In addition to breaking out cost by type, operating costs are allocated to each of the Foundation’s operating areas: grants administration, community and philanthropic leadership, community relations and knowledge dissemination, development activities, and administration and governance. Examples of community and philanthropic leadership 1.00% include convening around the city’s critical issues as described on pages 18-19 of this 2012 2013 2014 2015 2016 2017 2018 2019 report. It also includes fostering the growth of philanthropy by sharing staff time and Management considers the ratio of 1.25 percent (1.28 percent in 2018) to be within an knowledge to support other charities. acceptable range for a foundation of HCF’s size and stage, compared to benchmarks in the community foundation sector. We continue to monitor both the actual results and the benchmarks on an ongoing basis. Cost by operating area Cost by epense type Total assets 13 16 10 Hamilton Community Foundation’s total assets of $202 million at March 31, 2019 include balances of HCF funds and funds held on behalf of others at $11.8 million.

15 12 HCF fund balances Hamilton Community Foundation’s fund balances represent accumulated donations plus 6 the net investment earnings on these donations, minus granting and operating costs. Funds include both endowed and flowthrough funds. Endowed funds are held permanently and 69 38 grant from investment earnings. Flowthrough funds are fully distributed as grants over a 21 pre-determined term.

The fund balances have grown 61 percent to $189 million at the year ended March 31, 2019 from $117 million in 2012. Donations at $10.3 million included $7.4 million in flowthrough Grant administration Staffing costs donations that were largely distributed as grants in the year and, as a result, do not remain in Community and philanthropic leadership Professional and consulting fees the fund balances at year end. This results in a modest total funds balance growth of 3.8% for Development Occupancy and other office epenses the year. The number of funds has grown 19 percent to 375 from 313 in 2012. Administration and governance Communication, memberships and conferences Community relations 200 380 and knowledge dissemination 180 370 160 360

140 350 The Foundation’s annual development expenses are not necessarily attributable to the 120 340 donations received in that year. The nature of donations to the Foundation can result in costs preceding the receipt of the donation by several years (for example, donations 100 330 through wills). As a result, consistent with the community foundation sector, operating 80 320 costs are evaluated by a ratio of total operating expenses to average total assets. Ratios Number of funds fall within a range depending on the size and stage of the community foundation’s 60 310 development. Total funds value ($MM) 40 300

20 290 58 0 280 2012 2013 2014 2015 2016 2017 2018 2019 Board members, volunteers and staff Board of Directors 2018-19 Teresa Smith Dr. Juliet Daniel Milé Komlen Board advisory committees 2018-19 President, Hamilton General Professor, Department of Consultant, Ethical Associates Hospital Biology, McMaster University Inc. Hamilton Community Foundation’s work is supported by both standing committees of the Board Chair Sandra Edrupt Stephen Kulakowsky Board of Directors and board advisory committees. Membership of the board advisory Brent J. Foreman, BA, LL.B General Manager, Strategy Partner, Core Urban Inc. committees includes both board members and a wide range of community volunteers whose Partner, SimpsonWigle LAW LLP & Business Planning, Past Chair ArcelorMittal Dofasco Sarah Murphy, B.Eng, CIM expertise we rely on and appreciate. (retired) Investment Advisor/Portfolio Bob Savage Manager, CIBC Wood Gundy Audit Committee Edith H. Turner Foundation McCallum, McBride Fund VP, Manufacturing, Dr. Bill Evans Fund Advisory Committee ArcelorMittal Dofasco Professor Emeritus, Dept. Mario Paron, Cameron J. Beatty, CPA, CA CPA, CA, CPA (Illinois) Chair Renate Davidson, Chair John McCallum, Chair (retired) of Oncology, McMaster Treasurer University Canadian Managing Partner Steve Borsellino, Dorothy Bartalos Kevin Beattie & Regional Managing Partner CPA, CMA, LIT President, Oncosynthesis Timothy Bullock Carole Capling Dr. Maroussia Ahmed Consulting Inc. KPMG (Americas) Sarah Murphy, B.Eng, CIM Karen Burson Linda Hughes Professor Emeritus, Dept. of Kathy Watts Tom Sawyer, CPA, CA Sondra Cornett Debbie-Ann Rashford French, McMaster University Assad Hoosein Manager of Facilities, Vice-President Finance Kathy Watts Terry Horne, Honourary Laura Cattari Hamilton Public Library & CFO, Hamilton Health Member Nomination Committee Advocate, Community Sciences (retired) Chaney-Ensign Bursary Brent Foreman, HCF Past Engagement and Media Anju Joshi Fund Finance & Investment Chair/Committee Chair Associate (Teaching) Marita Zaffiro, BScPhm, MBA Tyler Cowie Sandra Stephenson, Chair Committee Anne Bermingham, Chair, Professor, President & CEO, Marchese Dr. Maroussia Ahmed Bob Savage, Chair United Way Halton & Creative Director, Department of Health, Health Care Hamilton Westinghouse HQ/Electric Aging & Society, McMaster Terry Costello Sarah Murphy, B.Eng, CIM Terry Cooke Vice Chair W Patric Mackesy, President, City Developments University Anju Joshi Hamilton Law Association President & CEO Myrna Kelly Dr. Justin Cooper Secretary of the Board Sandra Edrupt Mayor Fred Eisenberger, City Nancy Rundle of Hamilton Staff Bob Savage* Dr. Bill Evans Teresa Smith, Board Chair, Milé Komlen Staff as at March 31, 2019 *resigned from committee Hamilton Community June 2018 Kathy Watts Foundation Terry Cooke Morag Halsey Rose Taylor-Weale Gwyn Williams Police Chief Eric Girt, President & CEO Receptionist/Foundation Scholarship and Bursary Hamilton Police Service Support Assistant Project Lead Community Fund* John Pryke, Chair, Hamilton Jill Anderson Suzanne Brown Hamilton Spectator Summer Chamber of Commerce Advisor, Philanthropic Abul Hassan Teresa Silvestro Camp Fund Laura Cattari Dr. Gary Warner, Services Bookkeeper Donor Services Officer Diana Frate member-at-large Tyler Cowie Annette Aquin, CPA, CA Tami Henderson Lorraine Valmadrid Dr. Juliet Daniel Pat Wright, member-at-large Executive Vice-President, Administrative Assistant, Acting Manager, Community Impact Investment Angela Dawe Committee Finance & Operations Grants Initiatives Anju Joshi Ontario Endowment Bob Savage, Chair for Children & Youth in Sharon Charters Melissa Klaver Tracy Varcoe Milé Komlen Sarah Murphy, B.Eng, CIM Recreation Manager, Grants Corporate Secretary/ Administrative Assistant/ *Committee not active in 2018-19 Vice Chair Tyler Cowie, Chair Executive Assistant, President Webmaster, Community Grace Diffey, APR, FCPRS Sandra Edrupt & CEO Relations Deb Clinton* Vice-President, Community Community Health, Paul Gibel, FCPA, FCA Don Curry Relations Angel Li Yulena Wan, CPA, CA Education and Research Advisor Elizabeth Duvall Senior Accountant Manager, Corporate Services Fund Assad Hoosein Allan Enriquez Manny Figueiredo† Dr. Bill Evans, Chair Pranav Pandya, CPA, CA Administrator, Philanthropic Sheree Meredith Yvonne Yeoh Melissa Ricci Paul Armstrong Mario Paron, CPA, CA, CPA Services Vice-President, Philanthropic Executive Assistant, Dr. Jane Aronson (Illinois) *resigned from committee June Services Finance & Operations 2018 Sarah Glen Marion Emo Kathy Watts Manager, Community Michael Parente Dr. Gianni Parise Bill Young Jr., Advisor †resigned from committee Initiatives Communications Specialist Dr. Jenny Ploeg Marita Zaffiro, BScPhm, MBA November 2018 Matt Goodman Jen Pearson Dr. Leila Ryan Vice-President, Grants & ABACUS Grad Track 60 Community Initiatives Project Co-ordinator Volunteers 2018-19 Sincere thanks to the Mohawk College faculty, community partners and Neighbourhood Leadership Institute alumni who co-facilitate the learning sessions within the NLI’s resident stream:

Terry Allan Jim Doxtator Tony Lemma Maria Antelo Brenda Duke Angie Mallory Garth Bell Chris Farias Cat Maracle Julie Bérubé Al Fletcher Sarah Merrit Danielle Boissoneau Cole Gately Chris Parkinson Rebecca Costie Ruth Greenspan Steve Rowe Stephanie Davies Catherine Johnston Pat Wright Lance Dingman Ahmad Firas Khalid

Advisors Auditors Solicitors Investment A life of immeasurable impact Counsellors BDO Canada LLP Gowling WLG A tribute to Hugh Clark Connor, Clark and Lunn Bankers & Custodian Private Capital Ltd. “Hugh Clark was a giant of philanthropy always honoured his commitments. His impact Bank of Montreal and Jarislowsky Fraser Ltd. and business in Hamilton,” says Terry Cooke, on Hamilton is immeasurable: he devoted BMO Private Banking remembering the decades-long friend to endless time to boards and committees at Hamilton Community Foundation who passed many other organizations across the city, along away in 2018. with significant resources to a wide range of the community’s most urgent needs. Hugh was committed to the community foundation both as a donor—having brought “Hugh’s philanthropy touched every sector: his family business foundation to HCF in health, mental health, recreation, the arts, 1999 and later establishing an additional fund environment and social justice,” remembers We respect your privacy in memory of his wife Marjorie—and as a Terry Cooke. “His generosity will continue to volunteer committee and board member. make a difference to the issues he cared about Hamilton Community Foundation does not rent, sell or trade its mailing list. Please and the change he believed in.” contact us at any time if you do not wish to receive further mailings from us. Our privacy Staff at HCF loved Hugh for his booming laugh, policy is available at hamiltoncommunityfoundation.ca/privacy his respect for differences, and the kindness We celebrate Hugh Clark’s life and mourn his 120 King St. W., Suite 700, Hamilton, ON L8P 4V2 with which he treated everyone around him. He loss. While we miss him deeply, his legacy 905.523.5600 | Fax 905.523.0741 was a man who offered his help willingly and lives on.

hamiltoncommunityfoundation.ca • [email protected]

Charitable number: 13052 7427 RR0001 62 We drive positive change in Hamilton by

• Helping people give in a way that has meaning to them and impact in the community

• Supporting all aspects of community life through grants and financing to a wide range of charitable organizations and initiatives

• Bringing people together to address priority issues that affect Hamiltonians