Helping you make a lasting difference. Annual Report 2013
A SINCERE THANK YOU For assisting with our auditing needs: KPMG LLP
And a special thank you to our 2013 sponsors!
For assisting with our legal needs: Miller Thomson LLP Norton Rose Fulbright Canada For assisting with our need for office and meeting space: Family & Children’s Services of Waterloo Region KidsAbility Centre for Child Development KW Counselling Services Zehr Levesque Inc.
The KWCF Annual Report is printed with the generous support of Cober Evolving Solutions.
The KWCF Annual Report is produced with the generous support of Quarry Integrated Communications Inc.
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We Build. We Invest. We Lead.
For supporting a variety of important needs: Bingemans Inc. BMO Financial Group City of Kitchener Civilian Printing Cober Evolving Solutions Communitech Community Foundations of Canada Conestoga College Institute of Technology and Advanced Learning Conestoga Mall Crabby Joe’s Tap & Grill Deloitte LLP Decision.io Downtown Kitchener BIA Entertaining Elements Ernst & Young Grand River Personnel Limited Grand Valley Construction Association Hacienda Sarria Hahn Rentals Igloo Software KW Counselling Services Kitchener Public Library Kitchener Rangers
Lackner McLennan Living Fresh M&M Meat Shops Morning Glory Café and Bakery Northern Thai Perimeter Institute Quarry Integrated Communications School of Accounting and Finance, University of Waterloo Simpson Print Tim Hortons Tivoli Films University of Waterloo Volunteer Action Centre Wagner Livock & Associates Walper Hotel Waterloo-Wellington Chartered Accountants Association Williams Fresh Café Xtea Co. Zoup! The Fresh Soup Company For assisting us with media support: 570 News 91.5 The Beat CTV Kitchener CHYM FM CKWR DAVE FM Elmira Independent Exchange Magazine Faith FM Intrigue Media K-Fun Kitchener Post KOOL FM Rogers Television SNAP’d – Kitchener/Waterloo Waterloo Region Record Woolwich Observer
OUR MISSION
TABLE OF CONTENTS
The Kitchener and Waterloo Community Foundation improves the quality of life in Kitchener-Waterloo and area, now and for generations to come, by building community endowment, addressing needs through grant making and providing leadership on key community issues.
1
A Sincere Thank You
2 Our Mission/Table of Contents
3 Board Chair and CEO Message
4 Leadership in Action
5 KWCF Volunteers
7
Building
9
Building Stories
11 Investing 13
Investing Stories
15 Leading BUILDING
17
Leadership Stories
21 Funds – Market Value 23 Accumulated Donations 27 2013 Donations 30 2013 Grants 36 2013 Financial Report
INVESTING
39
2013 Condensed Financial Statements
41 Your Foundation Staff 42 Financial and Grant Charts
LEADING
www.kwcf.ca
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BOARD CHAIR AND CEO MESSAGE At The Kitchener and Waterloo Community Foundation (The KWCF), we like to think of ourselves as collaborators, innovators and connectors. Last year surely marked a year of such work, as you will read over the coming pages.
local organizations were selected for the case study, including The Working Centre, Region of Waterloo and Foodlink. We can’t wait to see how these dynamic and passionate leaders will change the face of our community.
The first report in a new cycle began for Waterloo Region’s Vital Signs® (WRVS). In this report, we stepped back and reviewed all 11 indicators, and with the assistance of focus groups and the Vital Signs Expert Panel, it was determined that the four priority areas for our community will remain the same. This year also marked the first time The KWCF worked with the Canadian Index of Wellbeing in hosting the Community Wellbeing Survey. Read on for more details on this exciting partnership.
As always, Random Act of Kindness Day® was a hit last November. Over 160 ‘Kindness Krews’ participated in random acts of kindness on November 7th, and a brand new initiative began last year that we are really excited to share. Read on for inspiration from our youngest community members!
The Engage! K-W program saw many highlights in 2013. Including the 2013 –2014 class, we are proud to announce that 115 local emerging leaders have graduated from the program. Another six
The Foundation’s partnerships flourished last year and we are proud to call Capacity Waterloo Region, Conestoga College, Skylight Productions as well as Decision.io community partners for our important work with the Centre for Community Knowledge, as well as our Community Fund Grants. Last year, over $2.2 million in grants were disbursed to over 190 different charities and non-profit organizations. New endowed gifts to The KWCF in 2013 reached over $2.3 million, with an additional $4 million in new non-owned assets. The KWCF would not be able to do the work we do without the support of our volunteers, community champions and sponsors. Those hundreds of hours of brainstorming, collaborating and meetings do not go unnoticed! We can’t thank you enough for believing in the work we do, and for making your community a better place to live, work and raise a family.
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We Build. We Invest. We Lead.
David Brenneman, Board Chair
Rosemary Smith, CEO
LEADERSHIP IN ACTION Over the past year, The KWCF Board has been developing and refining governance processes. Members of the Board also participated in the national conference for Community Foundations in Winnipeg back in June. There, they had the opportunity to connect with volunteer leadership from foundations across the world, to bring insight and learnings back to The KWCF. Given the completion of the governance work, the Board has now shifted its focus outwards, seeking input and information in an engaged dialogue with people in Kitchener, Waterloo and surrounding areas who have expressed an interest in or are actively investing in bettering the community.
The KWCF Board believes that connecting with its owners is vitally important for determining our strategic outcomes and ultimately accomplishing the Foundation’s mission. The owners of The KWCF include people who have demonstrated commitment to our community by stepping up and being counted through a gift of time, talent or treasure. Throughout 2014, the Board of Directors will be seeking out members of this community who represent our ownership to participate in that dialogue, and looks forward to sharing the results of these conversations.
www.kwcf.ca
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2013 KWCF VOLUNTEERS Board of Directors David Brenneman – Chair Debbie Currie – Vice Chair Greg Barratt – Past Chair David Calder Ed D’Agostino Roger Farwell Dave Jaworsky Michael Klopchic Hulene Montgomery Jacqui Murphy Mike Murray Lori Payne Lynne Short Eric Strassburger Vivian Zochowski Audit Committee David Calder – Chair (Jan–Nov) Ed D’Agostino – Chair (Nov–Dec) Greg Barratt David Brenneman Blaine Hertzberger Lori Payne Mark Walters Engage!KW Committee Kourtney Beckman Tammy Bender Sarah Brown Gordon Hatt Julie Garner Dayna Giorgio Kristy Goss Taryn Graham Ryan Huckle Paula Hutchison Tamara Niesen Bryn Ossington Matt Scobel Matthew Trushinski Derek Weidl Jessica Wulff
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Random Act of Kindness Day® Committee Nate Tedesco – Chair Marilena Benak Ryan Connell Linda Dancey Enrique Espinosa Alexandra Hardy Yvan Lamoureux Glenn Marcus Susan Mingie Tiffany Scott Jennifer Sharer JR Waddell
Robin Stanton John Stilo Rick Vandermey Bryce Walker
Grants Committee Peter Meier – Chair Penny Cleaver – Past Chair Heidi Balsillie Carl Coelho Mary Ann Fleming Beverly Harris Rita Hemmerich Barb Hill Pari Karem Sonny Kumpf Kristine Schumacher Judith Stephens-Wells Jessica Stockie Suzanna Walter Gillian Wells
Youth In Recreation Committee Shirley Redekop – Chair John Cooper Debbie Dover Allan Enriquez Scott Harris Victoria McFadden Nadine Mueller Lisa Sailor Amy Tupling Megan Van Kemenade
Investment Committee Eric Strassburger – Chair Greg Barratt David Calder Jason Daly Dennis Huber Dave Jaworsky Claude Macorin Tim Martin Larry Murray
Leadership Identification Committee David Brenneman – Chair (Jan–June) Debbie Currie – Chair (July–Dec) Greg Barratt Penny Cleaver Mandy Dennison David Jaworsky Idrisa Pandit
For sharing their time, talent and treasure: Karl Allen-Muncey Wendi Campbell Canadian Blood Services Centre in the Square Nelson Dunk Heather Franklin Living Fresh Eric Goldberg Brock Hart Chris Iden KidsAbility KW Counselling
Bruce Lauckner Dianne Llewellyn Omar McLean Leia Minaker Picture Yourself Photography David Pfrimmer Sabrina Prudham Tivoli Films Tomasz Adamski Photography Erik Traplin Waterloo Region Record Nominating Committee The Nominating Committee is mandated by The Kitchener and Waterloo Community Foundation’s Act of Incorporation and is responsible for appointing The Foundation’s Board of Directors. Murray Costello, Chair, Greater Kitchener-Waterloo Chamber of Commerce Brenda Halloran, Mayor, City of Waterloo Ken Seiling, Chair, Regional Municipality of Waterloo Daniela Seskar-Hencic, Chair United Way of Kitchener-Waterloo and Area Carl Zehr, Mayor City of Kitchener
www.kwcf.ca
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BUILDING
THE KWCF BUILDS COMMUNITY ASSETS IN THREE WAYS: KNOWLEDGE, DOLLARS AND RELATIONSHIPS. THE KWCF BUILDS COMMUNITY ASSETS IN THREE WAYS: KNOWLEDGE, DOLLARS AND We are a local foundation created by RELATIONSHIPS. and for the people of and area. WeKitchener-Waterloo are a local foundation created by and for the people of Kitchener-Waterloo and area.
Number of Funds
127
Number of Gifts
$2.8M
New Non-Owned Assets
$4.0M
Whether you are looking to start a fund at The KWCF, connect with local organizations doing similar work, or looking for new ways to invest dollars for impact and to reduce costs, The Foundation can help. We take pride in building our assets, but our assets are not just dollars. Some of the most important work The Foundation does for our community is by building relationships and knowledge. The KWCF is not your usual foundation. Community organizations see us as a partner and an opportunity to help make a lasting difference by working together, not against or in competition with one another. On the following pages you will learn about two such local organizations. They approached The Foundation looking to make a lasting difference in their community – and found so much more. More information on how you, your organization and/or your family can leave a lasting legacy that will impact your community for generations to come is available online at www.kwcf.ca, or you can call The KWCF office at 519-725-1806. 7
We Build. We Invest. invest. We Lead.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We embrace partnerships • We build community assets and champion philanthropy • We learn and share what we know • We are responsive and accountable • We build community vitality www.kwcf.ca
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BUILDING
A NEW DIRECTION The history of the Catholic Community Foundation of Waterloo Region (CCFOWR) dates back to the 1970’s when they, in the absence of government support, actively raised funds to assist in the hiring of teaching staff and development of learning spaces for the local Catholic secondary schools. A major fundraising campaign took place, successfully reaching their goal of $1M.
Then in mid-1984, full funding from the government necessitated a change in the Foundation. Their focus shifted to assist the community by providing financial support within Waterloo Region for worthwhile programs and projects, primarily those of a Catholic educational nature.
realized they needed professional help. They also happened to meet with a former KWCF Board Chair and Foundation friend who suggested that they sit down and connect with The KWCF once again to see what alternative options there were.
CCFOWR reached out to The KWCF looking for ways to work together in managing their funds. It was important to CCFOWR to retain ownership of their funds, and at the time, The Foundation’s services did not allow CCFOWR to retain that ownership, so they opted to invest their funds in a different way.
They discovered that The KWCF was now able to offer similar services at comparable rates, all backed by a team of investment specialists overseeing both The KWCF’s owned assets and managed funds. They also appreciated how, over time, The KWCF adjusted their financial offerings, being reactive to the needs of the community, which made participating in the newly structured pooled fund appealing. In particular, the CCFOWR liked the idea that not only would they maintain the identity of their fund, but they had the opportunity to work alongside an organization like The KWCF, giving each the chance to grow and learn from one another, all for the betterment of community.
Fast forward to 2013. When the CCFOWR were looking to diversify their portfolio, they reached out to the financial community. The CCFOWR Board no longer had the investment expertise in-house to handle managing their investments in a new structure and quickly
This Prayer Garden at St. David’s Catholic Secondary School was supported by the Catholic Community Foundation of Waterloo Region.
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GOING ABOVE AND BEYOND If you ask people at Conestoga College Institute of Advanced Learning and Technology, they will tell you that what happens there goes well beyond vocational skills. Students’ understanding of employability and volunteerism is of equal importance to their coursework. Conestoga helps to educate people on who they are, and what role they can play in the future of our community. It was no surprise then, that when Conestoga was looking for a way to invest their endowed funds, they looked to The KWCF. The two organizations share similar values, separated only by how they work to fulfill those values. Over the past few years, several opportunities have arisen for The Foundation and Conestoga to work together, each more successful than the last. The work has ranged from connecting media and design students to local non-profits seeking to tell their story through The Foundation’s Centre for Community Knowledge, to student-designed custom artwork for The Foundation’s collaborative office space, to partnering on Random Act of Kindness Day® activities. Because of this, each has developed a mutual respect for the other and their commitment to community.
In 2013 Conestoga was looking for opportunities to invest some endowed dollars in a way that was affordable and that ultimately aligned with the values of the organization. After extensive conversations with The KWCF, Conestoga decided to invest their dollars as a part of a pooled fund managed by The Foundation. Conestoga still owns the funds, but by investing in the pooled fund, they are able to take advantage of the lower fees and historically higher returns that The Foundation is able to provide. The Foundation is delighted to provide this service to Conestoga and other organizations in this community. It allows organizations to focus on the work they are meant to do, like helping shape the future of young leaders of Kitchener-Waterloo and area!
www.kwcf.ca
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INVESTING
YOUR COMMUNITY FOUNDATION INVESTS WITH PURPOSE. We tackle the community’s greatest needs through grantmaking and creating opportunities for dialogue and inclusion.
Number of Organizations Supported (2013)
194
% of Grants WRVS Priority Areas
75.2%
Total Grants out to the Community Since Inception
$31.7M
After the successes of priority grantmaking in 2012, The KWCF decided to continue this focused approach in 2013. Grants from the Community Fund reached over $600,000 to the priority areas of Arts and Culture, Getting Started (in this community and in life) and Health and Wellness, all supporting the overarching area of Belonging and Leadership. With the assistance of a new decision-making tool, Decision.io, KWCF staff worked with our Community Fund Grants Committee volunteers to select projects that demonstrated the ability to make a lasting impact in one of the priority areas. In the coming pages you will read about some of the projects supported by The KWCF’s Community Fund, and the impact that The Foundation’s investment will have in our community.
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We Build. We Invest. We Lead.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We understand our communities • We create opportunities for dialogue and inclusion • We grant for breadth and impact • We learn and share what we know • We are responsive and accountable www.kwcf.ca
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INVESTING
BUILDING NON-PROFIT CAPACITY The Family Centre is all about working together. When Family and Children’s Services of the Waterloo Region opened the doors of The Family Centre it was as a service hub delivering programs to vulnerable children and their families. This was all done through partnerships with a diverse group of organizations that support the wellbeing and health of families and children.
The potential at The Family Centre to foster and develop partnerships was quickly realized, and the concept of a non-profit ‘Community Hub’ was a logical next step. It also addressed a key need in the community: small and startup non-profits were facing financial and logistical challenges, creating barriers to developing sustainable organizations able to meet community needs. So, plans were made to develop a model for a non-profit ‘incubator,’ creating an environment for partners to work and think in a collaborative way. Participating non-profit organizations would receive startup assistance with rent, organizational capacity building and mentorship, while engaging in a culture of collaboration with small and large organizations. Space within The Family Centre was re-purposed to house these smaller non-profits, with mentorship meetings provided by Capacity Waterloo Region. Through the financial generosity of funders like The KWCF, the
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Community Hub truly is a space designed to build capacity in the local non-profit sector. The proximity and positive working relationships do lead to more cost-effective creative services and solutions; however, the greatest value of the Community Hub is its social value. The ultimate benefits to the clients of the non-profits include improved accessibility, broader service offerings and an inclusive community environment, making our community a better place. Current Community Hub members: • Bereaved Families of Ontario • Muslim Social Services • Hummingbird Centre for Hope • Najda Now • KidSport KW • World Wide Opportunities for Women Learn more about The Community Hub online at: www.cckwr.ca/thefamilycentre
RIDERS WANTED! The Working Centre is helping to breakdown transportation barriers, making our community a healthier place, one bike ride at a time. The Community Access Bikes Project is a community-based bike sharing model that offers affordable, easy access to bicycles. Plans are in place to deploy 100 bikes at 12 hubs throughout Kitchener-Waterloo, and The KWCF is proud to support this program with a grant of over $52,000 from the Community Fund. Bicycling in Waterloo Region has grown in popularity over the last few years, and the development of a bike infrastructure through programs like this, along with safety initiatives such as the Region of Waterloo’s Bike Ambassador project, is well timed and much needed. Best of all, the Community Access Bikes Project will not only have the expected positive effects on health and wellness of the riders, but will inevitably add to members’ sense of wellbeing and belonging. Part of the program will be the increased need and deployment of volunteers with the community bike shop Recycle Cycles, another
program hosted by The Working Centre. Of course, having access to cost-effective transportation will also assist in getting marginalized sectors of the community access to new job opportunities. The benefits of a community bike share program are endless. The local program has been customized to meet the needs of our community, and at a mere $40 per year for a membership, how could we afford NOT to help grow the cycling culture in Kitchener-Waterloo? To learn more about the Community Access Bikes Project and the Recycle Cycles Program at The Working Centre visit: www.cckwr.ca/theworkingcentre
www.kwcf.ca
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INVESTING LEADING
THE KWCF WORKS HARD TO MAKE A LASTING DIFFERENCE IN OUR COMMUNITY. We lead by example, asking the tough questions, growing the sustainability of the non-profit sector and growing our future leaders.
Number Engage! K-W Program Participants
115
Total Number of Kindness Krews
162
Number of Profiles on the CCK
48
Over the first 90 years of existence of community foundations across Canada, as a movement, we have traditionally focused on building endowments and granting to the community. It has only been over the last decade that community foundations have taken a two-sided approach to community impact, stepping into the area of leadership programming. The KWCF’s first step into this area was the launch of Waterloo Region’s Vital Signs® in 2007. Since then, the work that your Community Foundation does in philanthropic ‘programming’ has expanded to include Engage! K-W, Random Act of Kindness Day® and the latest addition, the Centre for Community Knowledge. These exciting initiatives are highlighted in the following section, and we’d like to encourage you to visit The KWCF website at www.kwcf.ca to learn more or to get involved.
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We Build. We Invest. We Lead.
To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We build community vitality • We understand our communities • We create opportunities for dialogue and inclusion • We tackle pressing issues • We learn and share what we know www.kwcf.ca
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LEADING
THE START OF A NEW CYCLE In October 2013 The KWCF launched Waterloo Region’s Vital Signs® (WRVS), marking the beginning of a new three-year cycle for the check-up on community vitality. It was in this past year that we paused to reflect on the past six years of Vital Signs® in Waterloo Region. What began as a simple printed report has since morphed into so much more. WRVS today represents the way we do business as a community foundation.
A lot of time and consideration goes into understanding which Vital Signs® issues are in most need of attention. Although there will always be some level of need in each of the areas, to truly effect change, the community must focus its efforts. The report is a tool designed to help make informed decisions. There will always be more need than available resources, and Vital Signs® helps The KWCF be diligent and dutiful in the allocation of what resources are needed in order to maximize community impact.
You can check out the preliminary wellbeing survey findings in the report online at: www.wrvitalsigns.ca. Don’t forget to watch for the next installment of the Waterloo Region’s Vital Signs®, the Priority Report, a deep dive into the four priority areas being released in early October 2014.
SAFETY
GETTING STARTED
WORK
HEALTH & WELLNESS
OU
D
N
ENVIRONMENT ENT
ARTS & CULTURE
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BELONGING & LEADERSHIP
AR
For more information on the Vital Signs project visit: www.wrvitalsigns.ca
GE
AROUND G N I TT
G E T TIN G
New for the report is the addition of data from the Community Wellbeing Survey. The KWCF partnered with the Canadian Index of Wellbeing to roll out the survey to over 20,000 randomly selected households across Waterloo Region. The survey, designed to capture what it feels like to live and work in the Region, was highlighted in the 2013 report.
GAP
ND
Collectively, the available data, input and contextualizing from our Focus Groups as well as our Expert Review Panel tell us the Vital Signs® Priority Areas for 2013–2014 remain: Belonging & Leadership, Arts & Culture, Getting Started and Health & Wellness.
G E T TIN
G
O AR
U
LEARNING
HOUSING
LEADING THE FUTURE OF OUR COMMUNITY With over 100 graduates to date, the Engage!KW program is a roaring success. Included in these graduates are 27 bright, emerging leaders participating in the 2013–2014 class. These graduates have been working side-by-side over the 7-month program to reflect on their values, their philanthropic goals and to learn how to make their community a better place to live, work and raise a family. Each year the Engage!KW classes are polled about their volunteerism and philanthropy. Year after year the message heard is that emerging leaders are very busy and often have a hard time saying no to volunteer opportunities or projects. The program is designed to help guide participants in determining what they want to achieve from their volunteering, and whether the time, talent and sometimes treasure they are contributing are really satisfying their philanthropic goals and community priorities. Engagers are also given the opportunity to learn with one another, working together on a case study tackling a real-life challenge facing a local non-profit. The case study organizations for the 2013 year were: • The Working Centre • Canadian Blood Services • Foodlink
• The Heart and Stroke Foundation • The New Story Group • Region of Waterloo
Each of these organizations presented their teams with a problem or issue they are currently facing. The teams developed plans, strategies and recommendations to address those needs. The critical learning often comes not from the work itself but from working through some of the trials of partnering with a non-profit; limited resources, time and staffing all play a part. In addition to the program, the Engage!KW Advisory Group has taken on the challenge of networking the current “Engagers” with a host of alumni. Several sessions have been held around K-W and area and alumni from all four years have come together to share their experiences. The recruitment process for the program happens over the spring and summer, and applications are available online at www.kwcf.ca. Emerging leaders are encouraged to reach out to an alumni to learn more about the program or check out the Engage!KW Facebook page at: www.facebook.com/EngageKW
www.kwcf.ca
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LEADING
A SMILE GOES A LONG WAY Random Act of Kindness Day® (RAK Day) has grown over the last six years into a community-wide celebration of kindness. What makes the day so special is that it’s really about people. It’s about strangers and neighbours, co-workers and friends reaching out to one another to make someone feel cared for and appreciated.
That was certainly true for the students at Elizabeth Ziegler Public School in Waterloo. They participated in a new activity put on by The KWCF to help connect students to the elders of our community. In early October, blank ‘sending a smile your way’ cards were circulated to grade one and two students around K-W and area. Students were asked to colour and decorate the cards and return them to The Foundation. Hundreds of cards were received from over 10 different schools, including Elizabeth Ziegler. The cards were filled with rainbows and words of encouragement, poems and promises of friendship; an unbelievable sight for The KWCF staff who collected the cards. Then, on November 7th, volunteers visited seniors homes and longterm care homes around the community to meet with the residents and hand out the cards. The experience is one they will never forget.
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As a special act of kindness, The Foundation coordinated a surprise for one lucky school who participated in the activity. A random draw was held, and with the generous support of Erik Traplin, a private concert was held for the students at Elizabeth Ziegler. The students learned something that day. Sometimes when you do nice things for others, nice things can happen in return. For the seniors, it was a chance to feel re-connected to their community, and to truly experience the impact of a random act of kindness. For the children, it was an afternoon of fun and laughter. For both, it was a chance to feel special, included and part of a community who cares. Share your kindness story online at www.kwcf.ca/kindness
CONNECTING OUR COMMUNITY The Centre for Community Knowledge (CCK) was founded on partnerships: Capacity Waterloo Region, Conestoga College, Skylight Productions and Igloo Software. Each of these organizations has made a significant impact on the development and roll out of the Centre for Community Knowledge in our community. With close to 60 local non-profit organizations now posting videos, photos and stories on the CCK, it is proof that partnerships can make amazing things happen. The cornerstone of the CCK is the training program. Designed to assist charitable organizations in telling their stories and translating them to video, the hands-on program runs over five sessions, with opportunities for hands-on work with industry professionals. Organizations have the opportunity to work closely with experts in storytelling, video design and editing. Facilitators Christian Aagaard and Nelson Dunk make themselves available for questions and problem solving outside of the sessions. The end result is a profile page highlighting a program in need. Included on that profile are a video, photos and background
knowledge on the organization. Designed to inform the community, the profiles draw the user to experience a small piece of the impact these organizations make in our community every day. The CCK is truly the answer to “but what can I do to help?” However, the CCK is not just about highlighting the immediate need for one program. It’s about giving the non-profit sector the opportunity to learn sustainable storytelling skills at no cost except for time. It’s about giving these organizations the tools they need to go beyond what they thought was possible, to shape the way they tackle challenges and the way they communicate with each other and the community. Check out the CCK online at www.cckwr.ca
www.kwcf.ca
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FUNDS – MARKET VALUE AS OF DECEMBER 2013 The “50” Plus Team Fund Alex Schmidt Memorial Fund Alex and Trish Brown Family Fund The Alice (Braley) Judges – Walter Judges Fund Amy Hallman Snyder Award Fund Ann Frank Fund Anselma House Endowment Fund Art Investment Fund Audrey and Gerald Moser Trust Big Brothers of Kitchener – Waterloo Promise Scholarship Fund Big Sisters Endowment Fund Brenda & Peter Hallman Family Fund The Brian Fisher Family Fund The Christine Fisher Memorial Student Award Fund The Nancy Paul-Fisher Memorial Fund Brush with Art Visual Arts Fund Bryce and Nancy Walker Family Fund Canadian Clay and Glass Endowment Fund The Charles E. Heller Fund Child Witness Centre – Balsillie Endowment Fund The Choices Fund The David and Eleanor Yach Family Fund David Clare & Susan Ferne Bender Family Fund Dorothy Shoemaker Literary Award Fund Dr. John D. Stewart Fund Emmerton Fund Erb & Good Family Funeral Home Community Fund Eric and Muriel Misch Family Fund Ernest Kendall Award Fund Esther Bingeman Gascho Fund The F. P. Schneider Memorial Fund Florence Louise Marsland Fund The Franbar Fund France-Anne Sweeny “Making a Difference” Fund From a St. Jerome’s Boy Fund George Cluthe Fund Grand River Conservation Fund Harold and Gloria Chapman Family Fund Hartman and Brenda Krug Family Fund The Hilde English Memorial Fund Homer Watson House & Gallery Endowment Fund Hospice of Waterloo Region Endowment Fund The Howard G. Schneider Cancer Care Fund Hughraine Fund
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352,078 52,755 17,000 394,478 30,668 35,485 30,076 2,366 245,148 12,741 58,734 735,033 192,322 42,770 105,497 448,978 129,357 54,473 176,074 275,643 106,848 124,255 131,109 225,990 72,673 134,987 28,738 58,604 108,820 326,006 339,735 291,475 490 231,095 35,817 75,633 80,812 43,674 37,867 13,574 72,014 866,741
Intentions of A and M Fund James E. Lipskie Memorial Fund Jenkins Sauer Fund The Jim and Sandy Beingessner and Family Fund The Jim and Sue Hallman Family Fund John A. McLennan Family Fund The John A. Pollock Family Fund The John R. Robins Fund Junior Achievement Terry Burch Memorial Fund Keith and Winifred Shantz Fund for the Arts Ken Murray Fund KidsAbility Foundation Endowment Fund The Kitchener-Conestoga Rotary Dream Home Fund The Kitchener Rangers Hockey Club Scholarship Fund Kitchener Sports Association Legacy Fund The KWCF Operating Endowment Fund K-W Corporate Challenge Fund Landmann Family Fund Lions Club of Kitchener Community Service Fund Lonsdale and Roberta Schofield Fund The Lyle S. Hallman Fund The Mac Voisin Scholarship Series Marianne and Jim Erb Family Fund McMurtry Family Fund The Moe Norman Memorial Fund The Motz Family Endowment Murray Fried Fund The Musagetes Fund Music Fund Nancy Borusiewich Fund NHLPA Dan Snyder Memorial Student Award Fund Ormston Family Fund Palliative Care Fund Parents for Community Living Robert Denomme Fund Paul Kuntz Legacy R. Jack Middlemass Memorial Scholarship Fund Retired Business & Professional Men’s Club of K-W Fund The Robert Caldwell Fund Rosalind & Dieter Kays Family Fund The Ryther Fund The Savvas & Lenia Chamberlain Fund School Sisters of Notre Dame Legacy Fund Scouts Canada – North Waterloo District Endowment Fund Sharon and Paul Good Fund Social Venture Partners Waterloo Region Fund
159,200 10,759 24,240 367,835 704,381 301,920 5,746,284 113,340 37,742 3,175,770 669,888 780,429 262,452 510,026 178,261 138,374 161,328 967,545 28,547 614,278 1,502,836 68,628 65,211 703,232 157,240 1,400,132 227,449 9,010,889 127,137 17,153 117,249 307,064 263,270 79,169 113,719 97,383 25,225 13,427 75,474 73,742 263,358 332,040 51,606 66,539 37,092
The Spinnaker Fund The St. Jacobs Farmers Market Vendor Relief Fund St. Mary’s General Hospital Foundation Physician’s Endowment Fund Steffensen Family Fund The TD Bank Financial Group Employees Endowment Fund TD Canada Trust Merv Lahn Community Development Fund The Ted and Andrea Witzel Family Fund True Sport Funds for Distribution The United Way Forever Fund United Way Families and Children Fund United Way Capacity Fund United Way Rod Cleaver Memorial Fund United Way Seniors at Risk Fund United Way Strip Bond – Rod Cleaver Memorial Fund United Way Susan Harkins Innovation Fund University of Waterloo Research and Technology Park Activities Committee Fund Horace and Rita Coelho and Family Unsung Hero’s Fund The Uptown Waterloo Jazz Festival Endowment Fund The Urie A. and Dorothy M. Bender Endowment Fund The Victoria D’Agostino Children’s Benefit Fund Victoria J. Suljak Memorial Fund Wagner Livock Fund The Walter A. Bean KWCF Scholarship Fund Walter and Florence Martin Endowment Fund Waterloo Region International Plowing Match 1995 and 2012 Fund The Waterloo Region Record – Lyle S. Hallman Foundation Kids to Camp Fund Waterloo Region Record Literacy Fund Waterloo Region Resiliency Fund Westfall and Hill Family Fund Westmount Golf Club Charity Fund Westmount Golf Club Charity Fund Oktoberfest Charity Pro-Am Golf Tournament Fund Westmount Golf Tournament Charity Fund The William Roberts Family Fund The Woolwich Community Fund The Woolwich Community Fund – Fountain of Memories Award WPL Endowment Fund WPL Summer Reading Club Fund Youth in Recreation Fund – Ontario Endowment for Children and Youth in Recreation Fund Youth Advisory Council (YAC) Fund
1,209,356 9,441 86,548 301,463 45,227 598,711 43,449 47 2,151,430
137,775 28,049 43,542 77,658 144,519 50,848 29,858 91,698 117,947 393,715 2,348 113,638 20 314,978 689,135
13,906 257,480 207,696
YWCA Endowment Fund YWCA Mary’s Place Fund Zonta Club of Kitchener Waterloo Fund
1,663,366
THE COMMUNITY FUND Community Fund Stabilization Fund Community Fund Strategic Granting Fund
17,254,569
Named Funds in the Community Fund Dare Family Trust Keith Shantz Memorial Fund A. Edward Johnson BF Goodrich Foremen’s Club J.T. “Sam” Hill Fund Roy Ellsworth Jefferson Estate Fund Trillium Estates Limited Fund Brian & Irene Allison Fund Gary F. Parker and Family Fund Roland & Dae Harris Fund Kitchener Mayor and Council Fund Ross Edward Hahn Fund Gordon A. MacKay Fund Ross Arthur Bergey Ronald and Mabel Dalton Jonas Bingeman Fund M. Grace Schmidt Fund Howard Jasper Fund John M. Harper Fund Deer Ridge Golf Club Endowment Fund Pearl Weber Estate Kitchener Downtown BIA Keith and Bobbie Gummow Fund The William D. and Deen Smith Fund Robert Warren Learning Legacy Bob and Georgina Wagner Fund James F. Robertson
16,437
1,435,000 1,100,000 843,100 285,226 170,638 137,886 70,000 42,264 41,111 40,200 27,400 21,520 20,628 15,000 13,950 11,032 10,000 5,568 5,525 5,000 5,000 3,232 2,950 2,700 2,497 2,460 100
Note: Fund names in colour indicate a new fund in 2013. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.
1,052,342 46,076
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DONORS – ACCUMULATED DONATIONS TO DECEMBER 31, 2013 – OVER $5,000 Donors are the lifeblood of philanthropy in our community. At The Kitchener and Waterloo Community Foundation we make it easy for people to build a legacy of giving and support the causes they care about most. The KWCF is very grateful for the confidence our donors have in our ability to serve our community – now and into the future. DONATIONS OVER $10,000,000 Michael Barnstijn & Louise MacCallum DONATIONS OVER $5,000,000 John A. & Joyce Pollock DONATIONS OVER $1,000,000 Anonymous Dare Family Trust Jim & Sue Hallman Lyle S. Hallman* Estate of Keith M. Shantz United Way of Kitchener-Waterloo & Area YWCA of Kitchener Waterloo DONATIONS OF $500,000 – $999,999 Anonymous Brenda & Peter* Hallman Estate of A. Edward Johnson The Lyle S. Hallman Charitable Foundation Donald S. McMurtry & Gloria J. Howe Kenneth G. Murray Estate of Winifred Shantz Vermont Community Foundation DONATIONS $250,000 – $499,999 Anonymous Jim & Sandy Beingessner BF Goodrich Foremen’s Club Ann E. Bradley Alex & Trish Brown Canada Trust Merv Lahn Community Development Fund Canadian Clay & Glass Gallery Dr. Savvas & Lenia* Chamberlain Economical Insurance Group
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We Build. We Invest. We Lead.
Barry & Shirley Humphrey Estate of Walter Colin Judges KidsAbility Foundation Kitchener-Conestoga Rotary Club Kitchener Rangers Hockey Club Florence L. Marsland* Margaret A. Motz Paul J. & Catherine Motz Notre Dame Foundation (Burlington) Inc. Ontario Endowment for Children & Youth in Recreation Lonsdale* & Roberta Schofield Gert & Jean Steffensen Waterloo Region International Plowing Match Committee Westmount Golf & Country Club DONATIONS $100,000 – $249,999 Anonymous David Clare & Susan Ferne Bender Alice E. Brown Canada Trustco Mortgage Company Estate of George Cluthe Cober Evolving Solutions Community Foundations of Canada Estate of Thelma Emmerton Brian Fisher Family Estate of Murray Fried Greater Kitchener-Waterloo Chamber of Commerce Estate of Charles Heller J.T. (Sam)* & Jane Hill Estate of Roy Ellsworth Jefferson Irma Karley* Kitchener Sports Association Karin & Paul* Kuntz John A. & Carla McLennan Eric* & Muriel Misch Gerald P. & Audrey* Moser Estate of Murray H. (Moe) Norman Ian C. & Marguerite Ormston* Frederick* & Jane Schneider Keith M. & Winifred Shantz* Dorothy Shoemaker* Dr. John D. Stewart Sun Life Financial Trillium Estates Ltd.
University of Waterloo – Research+Tech Park Activities Committee Waterloo Public Library Waterloo Region Record David J. Westfall David & Eleanor Yach DONATIONS $50,000 – $99,999 Anonymous “50” Plus Team Big Brothers Big Sisters of Kitchener-Waterloo and Area Collin G. Baxter Walter A. Bean* Urie A. & Dorothy M.* Bender Harold* & Gloria Chapman Esther E. Gascho Paul & Sharon Good Keith Gummow Dr. Dieter & Rosalind Kays Hartman H. L. & Brenda Krug Dr. Desta Leavine Estate of Stella Mann Manulife Financial Walter & Florence Martin Beverley L. Middlemass Oktoberfest Charity Pro-Am Golf Tournament Charles M. W. Ormston Planned Parenthood Waterloo Region RBC Investments Estate of John R. Robins Irene Rooney Ross & Doris Dixon Charitable Foundation Betty Schneider French Spaenaur Inc. St. Mary’s General Hospital Foundation Estate of Eva Gladys Stoltz Dr. John Suljak & Dr. Ninetta Scolieri TD Bank Financial Group Toronto Community Foundation Bryce & Nancy Walker Estate of Ruth Werlich Ralph* & Hazel Westfall William H. Kaufman Inc.
DONATIONS $25,000 – $49,999 Anonymous Brian & Irene Allison W. Donald Bean Dr. Michael & Gay Booth J.F. Brooke Ted & Mary Brough Brush With Art Committee David & Lina Caputo City of Kitchener Conestoga College Mac Voisin Scholarship Series Erb & Good Family Funeral Home Jim & Marianne Erb First Echo Group Inc. Jack & Margaret Forbes* Ralph & Phyllis Forbes Robert D. Frank Linda & Lloyd* Gower Grand River Conservation Foundation Wendy Hallman Susan Harkins* Estate of Roland A. Harris Homer Watson House Foundation Junior Achievement of the Waterloo Region Inc. Estate of Henry Knell KPMG Foundation Lions Club of Kitchener Gordon A.. Mackay* Mark-Milne Inc. Mersynergy Charitable Foundation William & Doreen Motz Dr. Peter H. Nash* & Ann Frank Ormston Family Charitable Foundation Estate of Marguerite Ormston Gary F. & Susan Parker Estate of Helen I. Pollock Sandra A. Reid Estate of Ida K.I. Sanford Scouts Canada - North Waterloo District Peter & Elizabeth Sims Jeffrey & Jean Stacey Paul Sweeny & Marie-Josée Boily Sweeny Dr. David Taylor Uptown Waterloo Jazz Festival Inc. Karin Voisin
The Walter Bean Grand River Community Trails Foundation Ted & Andrea Witzel The Woolwich Community Fund Zehrs Markets Ltd. DONATIONS $10,000 – $24,999 Anonymous John S.* & Marjorie Acheson Anselma House Robert M. & Judith Astley ATS Automation Tooling System Inc. Jim & Heidi Balsillie Bell Canada Estate of Ross Arthur Bergey Dora Bingeman Bingemans Inc. Boston Pizza Foundation Douglas G. Brock Budd Canada Inc. Robert C. Caldwell Centre For International Governance Innovation Child Witness Centre of Waterloo Region Anthony Christie Penny Cleaver Cora Group Inc. Matthew Cowan & Inga Rinne Steven & Sandra Currie Ed & Martha D’Agostino Ronald & Mabel Dalton Leo & Laura Del Bel Deloitte LLP Peter & Gisele Denommé Dorothy M. Elliott Kevin & Teresa Elop Dr. John R. & Hilde* English Equitable Life of Canada Fashion Show Funds, Ontario Endowment for Children & Youth Michael & Carol Ann Fitzpatrick Patrick J. Flynn Estate of Margaret Gwen Forbes Mike Forristal Estate of Reginald J. Friesen William & Clare Fuller
Estate of Raymond T. Gibney Mark & Jenny Guibert H.L. Staebler Co. Ltd. Murray & Merle Haase George Hahn Estate of Ross Edward Hahn John M.* & Mary Harper Highland Road United Church James & Sandra Hill Richard & Penny Hobson Gerald A. & Margie Hooper David & Judy Horman Christopher R. Howlett Dr. Roderick & Alberta Jack Timothy J. Jackson & Jane Arnold Howard* & Patricia Jasper Wilfred & Cathie Jenkins Arthur & Anna Jones Ernest Kendall* David M. Kerr KidsAbility Centre for Child Development Dr. Robert M. Kilborn Kitchener Beverages Ltd. Kitchener Waterloo Civitan Club The KPMG Foundation Mary & Robert* Kuntz Myra Lahn* Gary Levene & Deborah Eisenberg Brian & Shelley Lipskie David & Janice MacIntosh Estate of Gordon Alexander Mackay Jonathan MacNaughton Richard Manning & Holly Harkins Manning Maple Leaf Consumer Foods Inc. Adam & Noreen Marchand Mark Eamer Professional Corporation Margaret & Larry Marsland Bruce Martin John & Mary Ann Martin* Keith Martin & Jackie Hatherly-Martin Timothy & Nora Martin Mark & Helen McArdle Ian McLean Meridian Edge Consulting Richard G. Meunier*
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Paul & Lucille Mitchell Marc & Lori Morin Gary & Karen Mottershead Kevin P. Mullan Jacqui Murphy Dr. Warren & Mary Ober Oldfield, Greaves, D’Agostino, Billo & Nowak Ontario Plowmen’s Association J. Terence* & Margaret Osbourne David Paleczny & Mary Reynolds David & Joan Petras John & Ruth Pratten Ingrid Pregel Programmed Insurance Brokers R. Alan & Susan Quarry Philip & Carole Rason James F. Robertson Brian & Mary Ann Ruby Estate of Martha Grace Schmidt Edward W. Schooley Schorn Consultants Inc. Karen Scian Estate of Carol Winifred Shields Glenn E. Smith Daintry Snyder Bryan D. & Joan Stewart Robert L. Strouth* The Regional Municipality of Waterloo Elizabeth & Keith* Thomas Bertha K. Thompson Scott Uffelman United Way of Cambridge and North Dumfries Lorne Underwood* Frank Voisin Mac Voisin Wagner Livock & Associates Financial Services Inc. Karl H. Wahl* Waterloo Lions Club Waterloo Manufacturing Company Ltd. Peter & Tracey Weiler Nola Young Ziggy’s Cycle & Sport Ltd. Vivian Zochowski Zonta Club of Kitchener Waterloo
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We Build. We Invest. We Lead.
DONATIONS $5,000 – $9,999 Anonymous Randy Adams Steve & Vera Aldersley Greg Barratt BDO Dunwoody LLP G. Robert & Noreen Blake BLM Group Inc. BMO Employee Charitable Foundation Andrew D. & Andrea M. Bocking T. Larry Bourk Ed* & Eleanor Brubaker David & Millie Buehlow R.M. Buie William S. Carter Chubb Insurance Company of Canada Cloverleaf Charitable Foundation Horace & Rita Coelho Coldwell Banker Peter Benninger Realty Conestoga-Rovers & Associates Ltd. Manfred & Penny Conrad Cowan Benefits Consulting Don* & Marilyn Craig Crawford Adjusters Canada Inc. Crompton Co. Mary D’Alton Eleanor M. Davidson Neil & Heidi Davidson Deer Ridge Charity Golf Tournament Steve & D’Arcy Farlow Gerald & Marg Finnen Nyle H. Futher Mike Galbraith Raymond T. Gibney* Rodney N. Goetz Gowling Lafleur & Henderson LLP Dorothy Greb H M Advisors Inc. H.B. Gordon Education Foundation Arthur H. Hahn Jac N. & Kusum Hanemaayer Paul G. Haslam Estate of Martha M. Hauck Donald Haycock William R. Henderson*
Pat & William* Herzog Hi-Tech Hockey League Hogg Fuel & Supply Suzanne Hyatt Imasco Limited Joseph E. Seagram & Sons Ltd. James & Lee Kay John Kendall Jennifer King & Christopher McIntyre Kitchener – Waterloo Oktoberfest – Oktoberfest Haus Iain Klugman Carl* & Jean Knell Jim & Heather Lackner George W. Lange Lear Corporation Canada Ltd. Stephen Lindt & Diane B. Wolfenden Linwood & District Lions Club Michael J. Marshman Marion Martin Dr. Greg & Leslie Mason Gytis T. Matulus & Jean L. Hein Harvey Ian McIntosh McNeil Consumer Healthcare Miller Thomson LLP William A. Moeser* Corinne Moffatt Netwerx Media Solutions Inc. Ontario Die International Ontario Seed Co. Limited Avvey Peters & David Drewe Thomas & Margot Pick Pollock and Williams Limited Dr. Ronald Pond Cameron Redmond Retired Business & Professional Men’s Club Richard Ivey Foundation Gordon & Jean Riedlinger Trent Robinson Craig Robson Frank Rovers Royal Trustco John W. Rumpel* S.G. Cunningham (Kitchener) Limited S-S Technologies
Edward G. Schafer Ron Schwark Rosemary W. Smith Harold F. Snyder* Wayne Snyder Lindsay & Louise Somerville Tim & Teresa Sothern Dr. Donald Spink Donald S. Sykes* Gerald & Susan Taylor Ellen Todd Anne Trussler David P. & Kitty Uffelmann Terry & Tatyanna van Lenthe Elizabeth Walter Barb & Robert L.* Warren Alistair & Alison Watson Don E.* & Catherine Weaver Janice & John* Weber Estate of Pearl Weber Weber Supply Company Larry Williamson Duncan R. & Harriet L. Winhold Words Worth Books Ltd. John & Julie Wynen LEGACY LEADERS Donors who have indicated their support to The KWCF through Bequests, RRSPs, RRIFs, Charitable Gift Annuities, Charitable Remainder Trusts and life insurance. Anonymous (28) Brian & Irene Allison Mary Bales Ellen Baynton Walker Urie A. Bender Fred and Dora Mae Blayney Alice E. Brown Esther Bingeman Gascho Douglas G. Brock Mary Buhr Penny Cleaver
Keith Gummow Carl & Joyce Heck John Hesse Gerald A. Hooper James Hummel Gordan A. Mackay* Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen Milne & Mary Louise Oakes R. Alan Quarry James F. Robertson Edward Rooney Irene Rooney Ross & Doris Dixon Charitable Foundation Karen Scian William D. & Deen Smith John Thompson & Brenda McTearnen David P. Uffelmann Karin W. E. Voisin Bob* & Georgina Wagner Dennis & Beverley Watson Rob & Michele Way David J. Westfall * Deceased
There are several ways to give to The Kitchener and Waterloo Community Foundation. As a donor, you can choose the type of donation that best meets your financial needs and personal wishes. For more information about types of gifts you can make to The Foundation, please call 519-725-1806 or visit our website at: www.kwcf.ca
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2013 DONATIONS Hundreds of people from all walks of life donate to The Kitchener and Waterloo Community Foundation each year. These generous gifts enable The Foundation to support the important work being done by our local charitable organizations. The following are donations received in 2013 of $100 and over: Andrew & Abigail Abouchar Brian & Irene Allison Michael & Sarah Awde Joanne & Brent Ballantyne Edward & Freda Barakett Marina Barnstijn Greg Barratt Belwood & District Lions Club Urie A. Bender R. Michael Benton Patricia Bingeman Pietrek Bingemans Inc. Dr. Jack Bishop G. Robert Blake Andrew & Andrea Bocking R. Lessard Boily Dr. Michael & Gay Booth Boston Pizza Foundation Larry & Lois Botkin Donald J. Bourgeois & Susan Campbell Alison Boyd & Andrew Smith Elburn & Linda Bradley Brady’s Meats Ltd. James & Jane Breithaupt Edward & Mary Brough Alex & Trish Brown Alice E. Brown Dr. William & Trudy Bryant Dr. H. Edwin Buder Robert C. Caldwell Cambridge Butterfly Conservatory Maria Cantalini Williams Lina & David Caputo The Centre In The Square Joseph Chalhoub Gordon W. Chambers Patricia A. & Richard M. Chambers
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We Build. We Invest. We Lead.
Gloria Chapman Mary Elizabeth Chapman James Cherry & Melissa Fritz City of Kitchener Cober Evolving Solutions Horace & Rita Coelho John Colantonio Community Foundations of Canada Megan Conway Deborah M. Currie Owen Curtis Lucille M. D’Agostino Eleanor M. Davidson Heidi & Neil Davidson Sara Davies Sandy & D’Arcy Delamere Ellen Demeer Paul & Susan den Braasem Peter & Gisele Denomme Richard & Jennifer Denomme Kevin Donovan Kim Douglas Downtown Kitchener BIA Suzanne & Ronald Doyle Spiro Dracopoulos Ginny Dybenko Economical Insurance Clarence Elg Kevin & Teresa Elop Craig Emptage Erb & Erb Insurance Brokers Ltd. Erin Agricultural Society Estate of Margaret Gwen Forbes Estate of Gordon Alexander Mackay Estate of Keith M. Shantz Estate of Winifred Shantz Evenholme Investments Roger & Cathy Farwell Fengate Capital Management Mark Fieder Gerald & Marg Finnen Bob & Joyce Fisher Brian Fisher Michael & Carolyn Ann Fitzpatrick Mary Ann & Arnold Fleming
Kris Fletcher Patrick & Noreen Flynn Glenn Foden Robert D. Frank Lewis Fraser Vera Gaffney-Aller Murray Gamble Esther E. Gascho R. Gascho Keith Geddes Rodney N. Goetz Paul & Sharon Good Linda Gower Grainharvest Breadhouse Inc. Grand River Valley Newspapers Gravenhurst Farmers Market Amanda Griffis Leonard Grover H M Advisors Inc. Murray & Merle Haase George Hahn Jim & Sue Hallman Paul G. Haslam Monica Heinrich & Michael Verhoeve Fred Henderson George & Jennifer Henderson James & Sandra Hill Jane G. Hill Jonathan & Roxann Hill Sandra & James C. Hill Chris Hinkewich John & Rosalind Hobson Gary Hoerle Donna Hollander Gerald A. & Margie Hooper David & Judy Horman Andrew A. Horn Hospice of Waterloo Region Christopher R. Howlett Debbie & John Huck Suzanne Hyatt Kelly A. Iles-Brush & William R. Brush Angelo J. Innocente Dr. Charles & Pam Irwin Dr. Roderick & Alberta Jack
Andrew C. Jackson Timothy J. Jackson & Jane Arnold Dave Jaworsky Wilfred & Cathie Jenkins Gord Jokic Robert A. Jones Rosalind & Dieter Kays Douglas Kellough David M. Kerr & Sandra C. Walneck Adam & Lisa Khull Steve Kidd Jennifer King & Christopher McIntyre Kitchener Sports Association Kitchener-Conestoga Rotary Club Dream Home John Kokko Kelly Kracker Mary Kuntz Carol A. Leaman Dr. Desta F. Leavine Martin & Charlotte Levene Lions Club of Kitchener Brian & Shelley Lipskie Thomas Little Bethan Llewellyn Lumastream Canada ULC The Lyle S. Hallman Charitable Foundation Bob Lymer Joyce MacCallum David A. & Janice MacIntosh Dale R. MacIntyre Judith Mackenzie John Mann Richard Manning & Holly Harkins Manning Manulife Financial Mark Eamer Professional Corporation Rob Marsh J. Jamieson Martin Marion & Douglas Martin Timothy & Nora Martin Dr. Greg & Leslie Mason Gytis T. Matulus & Lean L. Hein Mark & Helen McArdle Gordon & Fran McConnell Jacquelynn & Michael McCourt
Frank & Jacquelynne McFarlane Harvey Ian McIntosh Ian McLean Omar McLean James McNulty Karen & Robert Medsger Melloul-Blamey Construction Meridian Edge Consulting Mersynergy Charitable Foundation Beverley L. Middlemass Muriel Misch Dave Missons William & Beryl Moffat Corinne Moffatt Hulene Montgomery & Michael D. Graham Marc & Lori Morin J. Scott & Jane E. Morley Mallory M. Morris-Sartz & John Sartz Kathy Mostardi Gary & Karen Mottershead Tom & Elizabeth Motz Kevin P. Mullan Jacqui & Jeffrey Murphy Kenneth & Marilyn Murray Larry E. Murray Stanley & Donna Nahrgang Mike Nellich Susan Neufeld Dr. Warren U. & Mary R. Ober Marion & Elwyn Officer Oldfield, Greaves, D’Agostino Paul J. Olinski David M. Paleczny & Mary L. Reynolds Gary & Susan Parker Steven & Trina Parker Brigitte Penzendorfer Personius Melber LLP David & Joan Petras Lee & Alicia Piccoli Thomas & Margot Pick Ingrid Pregel Robert Pritchard The Probus Club of Kitchener-Conestoga Programmed Insurance Brokers
R. Alan & Susan Quarry Helen Rau Cameron Redmond Alan & Theresa Reinhardt Mark Reynolds Inga Rinne & Matthew Cowan James & Mary Robertson Craig & Nancy Robson Gordon Robson Peter Roe Michael & Pauline Ronzio Ross & Doris Dixon Charitable Foundation Brian & Mary Ann Ruby Karen Saunders & Robert Rombough Richard Schnarr Jim M. Schwindt Karen Scian Scouts Canada – Central Escarpment Council Ken & Kathryn Seiling Stan Shantz Don Shilton Peter H. & Elizabeth B. Sims Pamela Sittler Glenn E. Smith Michael Smith Rosemary W. Smith Linda & Paul Snyder Tim & Teresa Sothern Spaenaur Inc. Jeffrey & Jean Stacey Marie Stauch Jeff Stephenson Dr. John D. Stewart David Strucke Dr. John Suljak & Dr. Ninetta Scolieri Paul Sweeny & Marie-Josée Boily Sweeny James & Vikki Tait Elizabeth Templin Bill & Joanne Thomson Amanda Timms Ruth & Jack Turner W. Scott Uffelman David & Kitty Uffelmann United Way Kitchener Waterloo & Area
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2013 DONATIONS University of Waterloo – Research+Tech Park Activities Committee Uptown Waterloo Jazz Festival Inc. Vantage Wealth Management Lynn J. Vincent Wagner Livock & Associates Helen M. Wagner Bryce & Nancy Walker Elizabeth Walter Barb Warren The Waterloo Region Record Alison & Alistair A. Watson Miriam & Mark Weber Hazel Westfall David J. Westfall Corinne Wettlaufer Eileen M. Wiegand Ron Wilcock Terry & Gail Wilder Brian Wilson Lois Wilson Duncan R. & Harriet L. Winhold The Winnipeg Foundation Dr. Patrick & Dr. Kathy Winter Woolwich Community Services Inc. Waterloo Region International Plowing Match Committee John & Julie Wynen Dr. Peter & Judith Wyshynski David & Eleanor Yach YWCA Kitchener-Waterloo Zehr Management Inc. Zonta Club of Kitchener Waterloo In addition, six anonymous gifts of over $100 were made to The KWCF in 2013.
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We Build. We Invest. We Lead.
2013 GRANTS AWARDED COMMUNITY FUND Canadian Clay and Glass Gallery 15,900 Capacity Waterloo Region 30,000 Centre For Community Based Research 1,000 City of Kitchener – Kitchener Blues Community 9,025 Community Justice Initiatives of Waterloo Region 37,200 Family and Children’s Services of the Waterloo Region – The Family Centre 21,680 HopeSpring Cancer Support Centre 783 Hospice of Waterloo Region 3,700 KidsAblity Centre for Child Development – New Story Group of Waterloo Region 8,000 Kitchener-Waterloo Counselling Services 20,000 Kitchener-Waterloo Extend-A-Family Association 9,200 Kitchener-Waterloo Multicultural Centre Inc. 11,133 Kitchener-Waterloo Multicultural Centre Inc. – Neruda Productions 25,200 K-W Working Centre For The Unemployed 52,400 K-W Working Centre For The Unemployed – Multicultural Cinema Club 15,200 Lutherwood Child and Family Foundation 18,200 National Service Dogs 25,000 Numus Concerts – The Grand River Jazz Society Corp. 19,400 Our Place Family Resource and Early Years Centre 669 Social Planning Council of Kitchener-Waterloo 20,837 Social Venture Partners Waterloo Region 10,000 The Kitchener and Waterloo Community Foundation 136,187 The Kitchener-Waterloo Art Gallery 20,041 United Way Kitchener Waterloo & Area 10,000 Victim Services of Waterloo Region 23,127 Volunteer Action Centre of Kitchener-Waterloo and Area 10,200 Waterloo Community Arts Centre 8,200 Waterloo Education Foundation Inc. – Bluevale Collegiate Institute 3,000 Waterloo Education Foundation Inc. – Crestview Public School 3,000 Waterloo Education Foundation Inc. – Millen Woods Public School 3,000 Waterloo Education Foundation Inc. – Wilson Avenue Public School 3,000 Waterloo Education Foundation Inc. – Winston Churchill Public School 2,500 Waterloo Region Catholic Schools Foundation Inc. – St. Clement School 2,100 YWCA Kitchener-Waterloo 14,650 New Canadian Grant Program – Community Fund Grants* Carizon Family and Community Services – Promise for Partnership Program with Reception House Waterloo Region 1,500 International Teams Canada – Welcome Home Refugee Housing Community 1,500 Kitchener-Waterloo Counselling Services – Coalition of Muslim Women KW 1,500 Kitchener-Waterloo Counselling Services – Hope for Better Life Society 1,500 Kitchener-Waterloo Counselling Services – Somali Canadian Association of Waterloo Region 1,500 Kitchener-Waterloo Counselling Services – African Community Wellness Initiative 1,500 Kitchener-Waterloo Counselling Services – South Sudanese Canadian Association of Waterloo Region and Wellington Areas 1,500 K-W Working Centre for the Unemployed – First Rohingya Language School 1,500 Muslim Social Services of Kitchener Waterloo 1,500 The Christian Arabic Church 1,500
* These grants are provided in partnership with United Way Kitchener Waterloo & Area as a way to help new Canadian groups in K-W build their sense of community and help them integrate into Canadian life. They are typically grassroots groups of people who have come together to address a need in their ethnic community. Normally, new Canadian groups are not registered charities, thus they are required to partner with a registered charitable organization such as K-W Counselling, Carizon Family and Community Services or K-W Multicultural Centre in order to receive a grant.
DONOR ADVISED FUNDS Audrey and Gerald Moser Trust Carmel of St. Joseph KidsAbility Centre for Child Development Foundation Kitchener-Waterloo Counselling Services St. Louis Parish St. Mary’s General Hospital Foundation K-W Brenda and Peter Hallman Family Fund Hospice of Waterloo Region Sexual Assault Support Centre of Waterloo Region Rockway Mennonite Collegiate United Way Kitchener Waterloo & Area YWCA Kitchener-Waterloo Brian Fisher Family Fund The Brian Fisher Family Fund Strong Start Charitable Organization The Christine Fisher Memorial Student Award Fund University of Waterloo The Nancy Paul-Fisher Memorial Fund Women’s Crisis Services of Waterloo Region Bryce and Nancy Walker Family Fund Carizon Family and Community Services – Pathways to Education YWCA Kitchener-Waterloo The David and Eleanor Yach Family Fund Carizon Family and Community Services – Pathways to Education Strong Start Charitable Organization David Claire & Susan Ferne Bender Family Fund Grand River Hospital Foundation HopeSpring Cancer Support Centre Hospice of Waterloo Region House of Friendship of Kitchener KidsAbility Centre for Child Development Foundation St. Mary’s General Hospital Foundation K-W Dr. John D. Stewart Fund Strong Start Charitable Organization Erb & Good Family Funeral Home Community Fund Hospice of Waterloo Region Lisaard House Charitable Foundation Eric and Muriel Misch Family Fund Lisaard House Charitable Foundation
1,000 1,000 1,000 2,000 2,500 1,500 5,275 200 5,275 10,550
900 3,500 1,500 1,500 600 4,300 4,300 500 1,000 250 580 500 500 3,700 1,100 1,100 1,800
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GRANTS AWARDED The “50” Plus Team Fund Children’s Wish Foundation 2,000 KidsAbility Centre for Child Development Foundation 4,500 Nutrition For Learning 4,400 Florence Louise Marsland Fund KidsAbility Centre for Child Development Foundation 5,100 The Kitchener-Waterloo Symphony Orchestra Association 5,000 The Franbar Fund Lisaard House Charitable Foundation 10,500 From a St. Jerome’s Boy Fund Waterloo Region Catholic Schools Foundation Inc. – Resurrection Catholic Secondary School 1,000 Harold and Gloria Chapman Family Fund Grand River Hospital Foundation 600 Hospice Wellington 600 The Kitchener-Waterloo Symphony Orchestra Association 1,000 Hartman and Brenda Krug Family Fund St. Mary’s General Hospital Foundation K-W 2,500 The Hilde English Memorial Fund The Kitchener-Waterloo Symphony Orchestra Association 400 Wilfrid Laurier University 1,000 Hughraine Fund Amnesty International Canadian Section 2,959 Canadian UNICEF Committee 2,959 Canadian Warplane Heritage 538 CNIB – Canadian National Institute for the Blind – Ontario Division 4,035 Elora Bethany Pastoral Charge 2,959 Engineers Without Borders Canada 1,076 Farm Radio International 538 Guelph-Wellington Women In Crisis 807 Hamilton Health Sciences Foundation 807 Kitchener-Waterloo Access-Ability 2,959 Street Kids International 2,959 The Kitchener-Waterloo Symphony Orchestra Association 538 The Leprosy Mission Canada 2,959 The Ontario Educational Communications Authority (TVOntario) 807 The Jim and Sandy Beingessner and Family Fund Chalice (Canada) 350 Elora Community Theatre 400 Equestrian Order of Holy Sepulchre of Jerusalem Lieutenancy of Eastern Canada 750 Grand River Conservation Foundation 500 Guelph Community Foundation 500 Guelph Youth Singers 300 Junior Achievement of Waterloo Region 2,000 Our Lady of Lourdes Parish 1,000 Parkinson Society Southwestern Ontario 250 Right to Life Association of K-W & Area 200 St. Jerome’s University 1,000 St. Mary’s General Hospital Foundation K-W 650 The Kitchener-Waterloo Symphony Orchestra Association 1,000
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We Build. We Invest. We Lead.
The May Court Club Of Kitchener-Waterloo United Way Kitchener Waterloo & Area University of St. Michael’s College The Jim and Sue Hallman Family Fund Junior Achievement of Waterloo Region Lisaard House Charitable Foundation Mennonite Central Committee Ontario Hospice of Waterloo Region House of Friendship of Kitchener KidsAbility Centre for Child Development Foundation Kitchener-Waterloo YMCA K-W Habilitation Services K-W Working Centre For The Unemployed YWCA Kitchener-Waterloo John A. McLennan Family Fund Amici Camping Charity Grand River Hospital Foundation Roseneath Theatre Waterloo Regional Down Syndrome Society The John A. Pollock Family Fund Art Gallery of Ontario Cambridge & North Dumfries Community Foundation Cambridge Memorial Hospital Foundation Canadian Clay and Glass Gallery Createscape Waterloo Region – Creative Entreprise Initiative Drayton Entertainment Grand River Conservation Foundation Grand River Hospital Foundation Junior Achievement of Waterloo Region Kitchener-Waterloo YMCA Perimeter Institute rare Charitable Research Reserve Region of Waterloo – Waterloo Region Museum St. John’s Kilmarnock School St. Mary’s General Hospital Foundation K-W The Kitchener-Waterloo Art Gallery The Kitchener-Waterloo Symphony Orchestra Association United Way Kitchener Waterloo & Area United Way of Cambridge and North Dumfries University of Waterloo Wilfrid Laurier University Ken Murray Fund Guelph Chamber Choir Kiwanis Club of Kitchener-Waterloo – KW Kiwanis Music Festival Queen’s Theological College Shaw Festival Theatre Foundation Canada Stratford Shakespearean Festival of Canada The Kitchener-Waterloo Symphony Orchestra Association Three Centuries Festival – Elora Festival United Way Guelph Wellington Dufferin Wilfrid Laurier University
500 1,000 1,000 5,000 5,600 10,000 1,500 5,000 2,500 500 14,500 10,000 2,000 3,000 3,000 1,700 1,700 10,000 12,850 10,000 3,000 10,000 5,000 10,000 3,000 5,000 7,500 10,000 5,000 10,000 2,500 3,000 3,000 3,000 3,000 3,000 8,000 50,000 1,500 1,000 15,000 1,500 3,000 6,500 4,000 2,000 8,000
K-W Corporate Challenge Fund Kitchener-Waterloo YMCA 5,000 Landmann Family Fund Homer Watson House Foundation 2,000 HopeSpring Cancer Support Centre 4,760 Hospice of Waterloo Region 2,000 KidsAbility Centre for Child Development Foundation 1,000 Kitchener-Waterloo Access-Ability 1,000 Lost & Found Theatre 3,000 Parents For Community Living Kitchener-Waterloo 2,000 Project READ Literacy Network (Waterloo-Wellington) 2,000 Region of Waterloo – Joseph Schneider Haus 4,000 Scientists in School 2,877 Strong Start Charitable Organization 1,063 The Kitchener-Waterloo Symphony Orchestra Association 1,000 The Literacy Group of Waterloo Region 1,000 The New Quarterly Literary Society 1,700 Lonsdale and Roberta Schofield Fund Scouts Canada – Central Escarpment Council – Camp Everton 10,000 St. Mary’s General Hospital Foundation K-W 5,000 Woolwich Recreational Facility Foundation – Breslau Water Park 3,900 Marianne and Jim Erb Family Fund Kitchener Rotary Club Charitable Foundation 1,000 Mennonite Coalition For Refugee Support 1,000 McMurtry Family Fund Engineers Without Borders Canada 5,000 Junior Achievement of Waterloo Region 500 Kitchener-Waterloo YMCA 6,300 Ontario Nature 2,000 rare Charitable Research Reserve 2,000 United Way Kitchener Waterloo & Area 6,000 The Moe Norman Memorial Fund University of Waterloo 1,000 Waterloo Regional Crime Stoppers 3,900 The Motz Family Endowment Hospice of Waterloo Region 10,000 Kitchener-Waterloo Extend-A-Family Association 7,848 Kitchener-Waterloo Multicultural Centre Inc. 5,000 Lisaard House Charitable Foundation 15,000 Mennonite Coalition For Refugee Support 652 St. Mary’s General Hospital Foundation K-W 5,000 The Musagetes Fund ArtsSmarts/GénieArts – ArtsSmarts Waterloo Region 2,000 Canadian Clay and Glass Gallery 10,000 Contemporary Art Forum Kitchener & Area (CAFKA) 30,000 Createscape Waterloo Region – Open Ears 5,000 Kitchener-Waterloo Multicultural Centre Inc. – Neruda Productions 5,000 Kitchener-Waterloo Multicultural Centre Inc. – The Multicultural Theatre Space 20,000 K-W Working Centre For The Unemployed – Multicultural Cinema Club 2,500 Pat the Dog Playwright Development Centre 1,500
Perimeter Institute 10,000 Planned Parenthood Waterloo Region 5,000 rare Charitable Research Reserve 130,900 Roseneath Theatre 5,000 The Kitchener-Waterloo Art Gallery 20,000 The Kitchener-Waterloo Symphony Orchestra Association 24,000 The New Quarterly Literary Society 1,500 THEMUSEUM 5,000 Ormston Family Fund Canadian Cancer Society, Ontario Division 1,900 KidsAbility Centre for Child Development Foundation 5,000 Sunrise Therapeutic Riding & Learning Centre 2,500 Paul Kuntz Legacy House of Friendship of Kitchener 1,000 Junior Achievement of Waterloo Region 1,000 KidsAbility Centre for Child Development Foundation 1,000 Lisaard House Charitable Foundation 1,000 Strong Start Charitable Organization 1,000 The Robert Caldwell Fund Grand River Conservation Foundation 400 The Ryther Fund Women’s Crisis Services of Waterloo Region 2,100 The Savvas & Lenia Chamberlain Fund Reaching Our Outdoor Friends (ROOF) 8,200 Sharon and Paul Good Fund Grace Lutheran Church 1,000 Lutherwood Child and Family Foundation 1,000 The Spinnaker Fund Kitchener-Waterloo YMCA 15,000 Nutrition for Learning 12,000 Project READ Literacy Network (Waterloo-Wellington) 10,500 Steffensen Family Fund United Way Kitchener Waterloo & Area 9,400 The TD Bank Financial Group Employees Endowment Fund K-W Habilitation Services 700 Lisaard House Charitable Foundation 700 The Ted and Andrea Witzel Family Fund Kitchener-Waterloo Extend-A-Family Association 1,400 University of Waterloo Research and Technology Park Activities Committee Fund Hospice of Waterloo Region 5,000 The Urie A. and Dorothy M. Bender Endowment Fund House of Friendship of Kitchener 3,000 The Victoria D’Agostino Children’s Benefit Fund Kitchener-Waterloo Bilingual School 520 Waterloo Education Foundation Inc. 5,056 Waterloo Region Catholic Schools Foundation Inc. 2,457 Walter and Florence Martin Endowment Fund Woolwich Community Services 3,700
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GRANTS AWARDED Westfall and Hill Family Fund Grand River Hospital Foundation St. Mary’s General Hospital Foundation K-W Westmount Golf Charity Fund Westmount Golf Charity Fund National Service Dogs Westmount Golf Tournament Charity Fund National Service Dogs Westmount Golf Charity Fund – Oktoberfest Charity Pro-Am Golf Tournament Fund Big Brothers Big Sisters of Waterloo Region The William Roberts Family Fund St. Mary’s General Hospital Foundation K-W DESIGNATED FUNDS Amy Hallman Snyder Award Fund City of Kitchener – Arts Awards Waterloo Region Canadian Clay and Glass Endowment Fund Canadian Clay and Glass Gallery The Charles E. Heller Fund St. John’s Evangelical Lutheran Church The Choices Fund Planned Parenthood Waterloo Region Dorothy Shoemaker Literary Award Fund Kitchener Public Library Emmerton Fund Alzheimer Alzheimer Society of Kitchener Waterloo Emmerton Fund Heart & Stroke The Heart and Stroke Foundation Emmerton Fund Hospital Equipment St. Mary’s General Hospital Foundation K-W Emmerton Fund House of Friendship House of Friendship of Kitchener Esther Bingeman Gascho Fund House of Friendship of Kitchener The Howard G. Schneider Cancer Care Fund Grand River Hospital Foundation Murray Fried Fund City of Kitchener – Kitchener Minor Hockey Association Scouts Canada – Central Escarpment Council – 11th Scout Group Scouts Canada – Central Escarpment Council – Camp Everton Retired Business & Professional Men’s Club of K-W Fund Junior Achievement of Waterloo Region FIELD OF INTEREST FUNDS The Alice (Braley) Judges – Walter Judges Fund Wilfrid Laurier University
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We Build. We Invest. We Lead.
4,000 4,300
400 13,300 7,700 400
900 9,400 4,000 5,500 3,900 700 700 5,000 700 1,500 2,200 3,550 1,775 1,775 800
12,300
Art Investment Fund Createscape Waterloo Region The Kitchener and Waterloo Community Foundation Brush with Art Visual Arts Fund Createscape Waterloo Region – Box 13 George Cluthe Fund Bereaved Families of Ontario – Waterloo Region Sexual Assault Support Centre of Waterloo Region The Keith & Winifred Shantz Fund for the Arts Canadian Clay and Glass Gallery The Kitchener-Waterloo Symphony Orchestra Association University of Waterloo The Lyle S. Hallman Fund KidsAbility Centre for Child Development Foundation Kitchener-Waterloo YMCA Township of Wilmot – Splash Pad Project Woolwich Recreational Facility Foundation – Skate Elmira Woolwich Recreational Facility Foundation – Breslau Water Park Music Fund City of Kitchener – Kitchener Blues Community Ontario Endowment for Children and Youth in Recreation Fund CNIB – The Canadian National Institute For The Blind Hidden Acres Mennonite Camp Highland Stirling Community Group – Mill-Courtland Neighbourhood Association House of Friendship of Kitchener Independent Living Centre of Waterloo Region Reception House – Waterloo Region Sport Alliance Ontario – KidSport Kitchener Waterloo Township of Wilmot – Splash Pad Project Waterloo Education Foundation Inc. – Courtland Avenue Senior Public School Woolwich Recreational Facility Foundation – Breslau Water Park Woolwich Recreational Facility Foundation – Skate Elmira Palliative Care Fund Lisaard House Charitable Foundation School Sisters of Notre Dame Legacy Fund Carizon Family and Community Services – kidsLINK TD Canada Trust Merv Lahn Community Development Fund City of Kitchener – KOI CON 2013 Conference Kitchener-Waterloo YMCA Waterloo Region International Plowing Match 1995 and 2012 Fund HopeSpring Cancer Support Centre National Service Dogs Strong Start Charitable Organization The Waterloo Region Record – Lyle S. Hallman Foundation Kids to Camp Fund Big Brothers Big Sisters of Waterloo Region Camp McGovern Canadian Diabetes Association-Association Canadienne Du Diabete
2,500 3,100 1,200 1,680 5,520 16,380 9,100 10,920 3,000 8,600 15,000 5,000 15,000 3,900 4,000 800 4,300 5,600 4,000 4,500 2,000 2,000 1,300 2,000 2,000 8,200 10,000 6,000 12,500 5,000 4,450 1,450 1,000 5,000 1,500
Central Ontario Developmental Riding Program City of Kitchener – Every Kid Counts Hidden Acres Mennonite Camp House of Friendship of Kitchener J. Steckle Heritage Homestead KidsAbility Centre for Child Development Foundation Kitchener Waterloo Humane Society Kitchener-Waterloo Extend-A-Family Association rare Charitable Research Reserve St. George’s of Forest Hill The Kitchener-Waterloo Art Gallery The Kitchener-Waterloo Symphony Orchestra Association THEMUSEUM Waterloo Mennonite Brethren Church YWCA Kitchener-Waterloo The Waterloo Region Record Literacy Fund Mennonite Coalition For Refugee Support Project READ Literacy Network (Waterloo-Wellington) The Woolwich Community Fund Breslau Recreation Association – Trees for Woolwich Waterloo Region Catholic Schools Foundation Inc. – St. Teresa of Avila Catholic Elementary School Woolwich Community Health Centre Woolwich Recreational Facility Foundation – Skate Elmira Youth Advisory Council (YAC) Fund Kitchener-Waterloo YMCA STUDENT AWARD FUNDS Big Brothers of Kitchener – Waterloo Promise Scholarship Fund Big Brothers Big Sisters of Waterloo Region Ernest Kendall Award Fund Waterloo Education Foundation Inc. – Elmira District Secondary School France-Anne Sweeny “Making a Difference” Fund AGA Khan Foundation Canada/ Fondation AGA Khan Canada Big Brothers Big Sisters of Waterloo Region Brain Injury Association of Canada Cambridge and District Humane Society Cambridge North Rotary Charitable Fund Canadian Cancer Society – Waterloo Region Unit Community Living Cambridge Crohn’s and Colitis Foundation of Canada Give International Kids Can Free The Children KidsAbility Centre for Child Development Foundation Queen’s University Reaching Our Outdoor Friends (ROOF) Silver Lake Mennonite Camp Starlight Children’s Foundation University of Waterloo
3,000 4,224 1,000 1,250 1,000 2,080 700 3,450 600 911 975 520 1,800 420 3,500 1,500 2,000 1,000 2,000 1,000 3,300 1,400
400 900 100 100 100 100 100 200 100 100 100 300 200 2,000 100 100 100 3,000
University of Western Ontario Waterloo Education Foundation Inc. – H.E.L.P. Program at Jacob Hespeler S.S. Canadian Mental Health Association Grand River Branch - WAYVE Wilfrid Laurier University Wilmot Family Resource Centre World Vision Canada - Vision Mondiale Canada The John R. Robins Fund University of Toronto Wilfrid Laurier University The Kitchener Rangers Hockey Club Scholarhip Fund Conestoga College Institute of Technology & Advanced Learning Redeemer University College St. Clair College University of Ottawa University of Waterloo The Mac Voisin Scholarship Series Conestoga College Institute of Technology & Advanced Learning NHLPA Dan Snyder Memorial Student Award Fund Conestoga College Institute of Technology & Advanced Learning Ryerson University The University of Maine R. Jack Middlemass Memorial Scholarship Fund University of Toronto The Walter A. Bean KWCF Scholarship Fund University of Waterloo CHARITABLE ORGANIZATION ENDOWMENT FUNDS Anselma House Endowment Fund Big Sisters Endowment Fund Child Witness Centre – Balsillie Endowment Fund Grand River Conservation Foundation Homer Watson House & Gallery Endowment Fund Hospice of Waterloo Region Endowment Fund Junior Achievement Terry Burch Memorial Fund KidsAbility Foundation Endowment Fund Kitchener Sports Association Legacy Fund Parents for Commuity Living Robert Denomme Fund Scouts Canada – North Waterloo District Endowment Fund Social Venture Partners Waterloo Region Fund St. Mary’s General Hospital Foundation – Physician’s Endowment Fund The Kitchener and Waterloo Community Foundation The Kitchener-Conestoga Rotary Dream Home Fund The United Way Forever Fund The Uptown Waterloo Jazz Festival Endowment Fund WPL Endowment Fund YWCA Endowment Fund TOTAL 2013 GRANTS
1,000 100 100 2,000 100 100 1,000 2,500 4,000 500 1,000 2,250 8,250 2,100 1,200 1,200 1,200 3,500 2,800
900 1,800 1,700 1,000 1,200 400 1,200 24,000 2,800 2,300 1,600 230,189 2,700 4,200 7,700 51,900 1,200 6,400 51,100 2,276,364
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HELPING YOU DO GOOD WORK Community foundations provide a simple, powerful and highly personal approach to giving. We offer a variety of giving tools to help people achieve their charitable goals. We are here to help you support the issues you care about the most. We can: • Work with you to develop a tailored approach to giving that meets your philanthropic dreams. • Help you understand your choices for giving – whether you’re prepared to give now or as part of your estate. • Connect you with people and organizations with similar interests. • Help you involve your family in establishing a tradition of giving that will pass on to future generations. • Provide insight and advice on community issues and opportunities. We also work alongside professional advisors to help them meet their clients’ philanthropic goals.
Find out more about how you can support the causes you care about and make a lasting difference. Visit our website at www.kwcf.ca or call our office at 519-725-1806.
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We Build. We Invest. We Lead.
2013 FINANCIAL RESULTS We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction and monitoring The Foundation’s operations. We are pleased to report that the assets of The Foundation are now approaching the $65M mark. The KWCF Investments: In 2013, The KWCF’s return on pooled investment funds was 16.2% versus the benchmark return of 13.2%. (The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the DEX Universe Bond Index and the DEX 91 day Treasury Bill Index.) We are pleased to report that over the past 10 years our portfolio has averaged 7.5%, and since inception in 1984, The KWCF’s investment return has averaged 9.7%.
INVESTMENT RETURNS 20 15
% Return
10 5 0 2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
-5 -10 -15
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The KWCF uses a ‘specialty’ investment management structure that assigns asset class responsibility to different investment managers. An Investment Committee with senior-level investment management expertise reviews performance using a benchmark performance measurement system. The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset mix targets:
INVESTMENT ASSET MIX TARGETS FOR INVESTMENT PORTFOLIO, DECEMBER 2013 40%
40%
30%
30%
30%
Canadian Equity
Global Equity
20%
10%
0%
Fixed Income, Cash & Short Term
The KWCF Investment Policy was last revised in November of 2013.
The KWCF’s investment goals are to: • Support the mission and principles of The KWCF. • Manage the assets in the investment portfolio to achieve a total rate of return over the longer term that allows the organization to cover grant obligations and operation expenses. • Protect the purchasing power of the capital of the fund in “real” terms (e.g. compensate for inflation).
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We Build. We Invest. We Lead.
Donations: Donations are received from individuals, corporations, other charitable organizations and government. Donors may contribute to endowed funds (funds that are held permanently or for a specified period of time, usually 10 years), funds for distribution (funds that are held for granting usually within two years) or to the operations or programs of The KWCF. We are pleased to report that annual donations for 2013 exceeded $2.8M.
TOTAL DONATIONS RECEIVED
4,287
$5000
2,822 $2500
1,622
997
1,593
2,088
$0
2008
n Endowed
2009
2010
n Funds for Distribution
2011
2012
2013
n Operating
Granting: Our granting trend over the past six years has remained relatively stable despite the market downturn in 2007/2008. This was due to the establishment several years ago of a Community Fund Grant Stabilization Reserve and a Community Fund Strategic Granting Reserve to preserve past years’ earnings for future granting requirements. In 2013, almost 100% of the Community Fund Grants were able to be directed to the top four priority areas identified in the WRVS Priority Report. Operations: Operating costs are funded primarily by fees levied on assets under management. However, The Foundation also received grants and sponsorship funding for program-related activities. In addition, The KWCF has an Accumulated Operating Reserve to help ensure future viability of The Foundation.
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THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION 2013 Financial Report – Condensed Financial Statements Statement of Financial Position as of December 31, 2013, with comparative information for 2012. ASSETS Investments at market value [Note 1] Other
2013
2012
$ 63,828,568 1,357,603
$ 56,080,436 924,719
65,186,171
LIABILITIES AND FUND BALANCES Liabilities Grants and other liabilities Deferred revenue
$ 57,005,155
$ 371,389 224,008
$ 429,191 210,844
595,397
640,035
FUND BALANCES Operating Fund $ 448,743 Capital Fund 63,945,204 Funds for Distribution 196,827
$ 471,862 55,695,351 197,907
64,590,774
$ 65,186,171
56,365,120
$ 57,005,155
Non-owned Assets [Note 2] Condensed Statement of Operations – Year Ended December 31, 2013, with comparative information for 2012.
2013
2012
$ 2,822,497 8,808,341 313,353 52,100 11,996,291
$ 4,286,734 5,199,323 298,520 60,912 9,845,489
2,304,923 1,465,714
2,136,834 1,251,793
3,770,637
3,388,627
Excess of revenue over expenditures
8,225,654
6,456,862
56,365,120
49,908,258
$ 64,590,774
$ 56,365,120
REVENUE Donations Investment income Other (grant income, sponsorships, etc.) Administration fees EXPENSES Grants Operating expenses
Fund balances, beginning of year FUND BALANCES, END OF YEAR
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We Build. We Invest. We Lead.
CONDENSED NOTES TO THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION FINANCIAL STATEMENTS Note 1. Investments are recorded at the quoted market value at year end. Provincially Guaranteed Bonds
2013 2012 Market Value Market Value 98,980
97,145
Bissett Core Equity Fund
10,684,400
8,962,559
Connor Clark & Lunn Canadian Equity Fund A
10,774,317
8,471,178
TD Emerald Canadian:
Pooled Bond Fund
Core Plus Bond Pooled Fund
9,711,434
-
Short Term Investment Fund
1,866,791
2,084,085
21,412,381
18,200,217
Walter Scott and Partners Global Equity Fund
8,486,703
17,521,789
TD Waterhouse Portfolio
343,562
-
Community Forward Fund
450,000
451,500
Bank of Montreal Portfolio TOTAL
- $ 63,828,568
291,963 56,080,436
Funds for Distribution of $1,200 are included in the TD Emerald Canadian Short Term Investment Fund.
Note 2. Non-owned Assets The Foundation holds certain securities for custody and management on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of The Foundation. The amounts under administration are as follows:
2013 Market Value
2012 Market Value
St Mary’s General Hospital Foundation
3,796,073
6,319,758
The Catholic Community Foundation of Waterloo Region Fund
2,511,614
-
THEMUSEUM’s Endowment Fund
1,848,858
2,564,672
Conestoga College Institute of Technology and Advanced Learning Fund
1,747,267
TOTAL
9,903,812
8,884,430
The audited financial statements for The Kitchener and Waterloo Community Foundation (auditors KPMG LLP) are available on our website at www.kwcf.ca or by mail. Please call 519-725-1806 to request a copy.
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YOUR FOUNDATION STAFF ROSEMARY SMITH As Chief Executive Officer for The Foundation, I have overall responsibility for the day-to-day operations of the organization. If I can provide assistance or information about The Foundation, or if you would like to inquire about The Foundation’s ability to help with your philanthropic plans, I would be pleased to chat with you. Please call me at 519-725-1806 extension 201, or email me at rsmith@kwcf.ca
JOHN BOWDEN As Director, Financial Services for The Foundation, I am responsible for the accounting, investment, administration and privacy functions of the organization. This includes financial reporting, disbursement, donation and gift acceptance activities. For financial queries please contact me at 519-725-1806 extension 202, or email me at jbowden@kwcf.ca
LINDA SHORTT As The KWCF’s Financial Services Coordinator, I am responsible for the processing of accounts payable and receivable, grant payments, as well as for processing and receipting donations. If you have a question about making a donation or a tax receipt, give me a call at 519-725-1806 extension 208, or email me at lshortt@kwcf.ca
BRENDAN SHEEHAN As Director, Philanthropic Services for The Foundation, I oversee leadership initiatives such as Waterloo Region’s Vital Signs®, Engage! K-W, Random Act of Kindness Day® and the Centre for Community Knowledge. In addition, I oversee all granting initiatives as a part of the Philanthropic Services portfolio. If I can be of service please contact me at 519-725-1806 extension 204, or email me at bsheehan@kwcf.ca
CHELSEA ARNOTT As Philanthropic Services Coordinator for The Foundation, it is my responsibility to maintain efficient office administration and day-to-day operations of our leadership and granting programs. If you have any questions about how to apply for a grant, or about one of The KWCF’s strategic programs, please do not hesitate to contact me at 519-725-1806 extension 206, or email me at carnott@kwcf.ca
BETHAN LLEWELLYN As Director, Executive Services for The Foundation, I promote The KWCF to our wonderful community. Whether it’s writing media releases, publications or just shouting from the roof tops, I’m here to make sure YOU know all about the fantastic things The KWCF does every day. I also manage KWCF Events and oversee support to the Board of Directors and the office of the CEO. I’d love to hear from you. Give me a call at 519-725-1806 extension 205, or email me at bllewellyn@kwcf.ca
ROCHELLE BENOIT As Executive Services Coordinator for The Foundation, I assist Rosemary, take care of our office and assist in planning special events and marketing initiatives. I also provide overall administration for The Foundation, so if you’re not sure who to contact at The Foundation, please call me at 519-725-1806 extension 209, or email me at rbenoit@kwcf.ca
LINDA ZENSNER As Manager of Grant Services for The Foundation, I am responsible for all aspects of our granting programs. This includes community consultation and liaison, analysis of grant requests, and monitoring and evaluation of grants awarded. I also assist our Donor Advised Fund Holders with research and coordination of their grant-making activities. For grant queries please contact me at 519-725-1806 extension 203, or email me at lzensner@kwcf.ca
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We Build. We Invest. We Lead.
2013 ASSETS BY FUND TYPE
2013 GRANTS FOR ALL FUNDS by Waterloo Region’s Vital Signs Area
Belonging & Leadership* 27.8% Health & Wellness* 26.5% Arts and Culture* 17.8% Learning 9.6% Gap Between Rich & Poor 7.0% Environment 6.9% Getting Started* 3.1% Work 0.9% Safety 0.4%
Donor Advised Funds – 45.5% Community Fund – 26.5%
2013 COMMUNITY FUND GRANTS by Waterloo Region’s Vital Signs Area
Field of Interest Funds – 13.4% Charitable Organization Endowment Funds – 9.2% Designated Funds – 2.9% Student Awards – 2.2% Funds for Distribution – 0.3%
Belonging & Leadership* 48% Health & Wellness* 28.9% Arts and Culture* 18.6% Getting Started* 4.3% Learning 0.2%
What does this mean? The KWCF is able to leverage 26.5% of our assets to support those issue areas that have the greatest need.
*2013 WRVS Priority Areas
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Phone Fax E-mail Web
519.725.1806 519.725.3851 info@kwcf.ca www.kwcf.ca
29 King Street East Suite B Kitchener, ON N2G 2K4
Charitable Registration: Registered with Canada Revenue Agency (#132170994 RR0001). The Kitchener and Waterloo Community Foundation issues official receipts for income tax purposes.
HELPING YOU MAKE A LASTING DIFFERENCE.