The KWCF Annual Report 2016

2016 annual report

difference H E L P I N G YO U M A K E A L A S T I N G

a sincere thank you

For assisting with our auditing needs:

For supporting a variety of important needs:

KPMG LLP

AV Ontario Hacienda Sarria Blitzen Igloo Software Cober School of Accounting and Finance, University of Waterloo Crowne Plaza Simpson Print Darlise CafĂŠ Taylor-Newberry Consulting Decision.io Tomasz Adamski Photography

For assisting with our legal needs: Miller Thomson LLP

For assisting with our need for office and meeting space: Family & Children’s Services of Waterloo Region KidsAbility KW Counselling Services Zehr Levesque Inc.

For assisting us with media support: 570 News CKWR New Hamburg Independent Rogers Television

91.5 The Beat Country 106.7 Exchange Magazine Virgin Radio

CHYM FM DAVE FM Faith FM Woolwich Observer

thank you

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A SINCERE

And a special thank you to our 2016 Sponsors and Partners!

Thanks to their continued support, this report was designed by the incredible team at Quarry Integrated Communications Inc.

The KWCF Annual Report is printed with the generous support of Cober Evolving Solutions.

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.

mission OUR

1

A Sincere Thank You

3

Leadership Update

5

KWCF Volunteers

7

Waterloo Region’s Vital Signs®

9

Belonging at The KWCF

13

Remembering a Loved One – The Redman’s

15

Small Donations Can Equal Big Impact – UW R+T Park

17

Honouring France-Anne – The Sweeny’s

19

A Gift Today is a Gift for Tomorrow – KW Counselling Services

21

Settling Syrian Newcomers in Waterloo Region

23

Connecting Through the Ages – THEMUSEUM

25

Bridging the Gap – Newcomer Grants Program

27

The Business of Curating Dreams – Bridges to Belonging

29

Our Commitment – KWCF Donor Bill of Rights

31

2016 By The Numbers

32

Funds – Market Value

35

Accumulated Donations & Legacy Leaders

41

2016 Grants

47

2016 Financial Report

53

O u r St aff

2016 was a year of significant change and achievement

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leadership update

IT’S A NEW DAY

This Annual Report provides a snapshot into the important work that The Kitchener and Waterloo Community Foundation (The KWCF) is undertaking on your behalf. The KWCF continues to serve on behalf of our many generous donors and dedicated volunteers. We are so thankful for their unwavering support.

Our continuing focus on Belonging led to the co-hosting, with the House of Friendship and the University of Waterloo, of an event in May with Canada’s former Governor-General, The Right Honourable Adrienne Clarkson. This event served as our annual 2016 Town Hall meeting and highlighted Madame Clarkson’s recent work on Belonging.

The Foundation continues to be at the forefront of improving the well being and quality of life in the Region of Waterloo.

By continuing to focus on Belonging in the community, particularly through our work on Waterloo Region Vital Signs®, we believe that tangible advances will be made in creating a more inclusive, accessible community for all.

Our annual Waterloo Region Vital Signs® launch event took place in October and continued to examine the priorities for our Region. With the insightful support of our Expert Review Panel, we painted a picture, using key statistical indicators, of how our Region is progressing in the areas of Belonging & Leadership, Arts & Culture, Getting Started and Health & Wellness. In order to fully support the broader priority setting work of Wellbeing Waterloo Region, we will be taking a oneyear hiatus from Vital Signs with a new report scheduled for 2018.

2016 witnessed an out-pouring of community support for the Syrian Refugee crisis. Our work with the Immigration Partnership, combined with the generous support of many donors and fund-holders, led to the availability of almost $700,000 that was allocated to many organizations that played such a vital role in embracing over 1,000 refugees who now make their homes in Waterloo Region.

Random Act of Kindness Day®, held on November 4th, continued to leave a footprint on the community with an even stronger and more pervasive response than previous years. People throughout the Region and across several sectors participated by showing kindness and support to others throughout the community.

Our Annual Chair’s reception in November celebrated the successes of 2016 while providing donors a glimpse of what is on the horizon for The Foundation. The event also provided an emotional and fitting send-off to retiring CEO Rosemary Smith, who stepped away from the Foundation in October. Since Rosemary’s departure, The Foundation has been fortunate to be led by Stephen Swatridge, our Interim CEO. Stephen has brought his many years of leadership, skill and experience to the role and we are grateful to him for sharing his time, expertise and relationship-building acumen as The KWCF transitions to a permanent CEO expected in mid-2017.

Through prudent stewardship, The Foundation is pleased to report success with the financial results – our Investment Committee oversaw an 8.1% return on investment; we received new gifts in excess of $1.3 million; and we disbursed $3.5 million in grant to

local charities and organizations. We are proud of the support we were able to provide, due to the generosity of donors and the careful stewarding of our assets.

The KWCF also began exploring the possibility of engaging in Impact Investing in 2016. This development would allow The Foundation to use its assets to make tangible, positive contributions to the region via impactful projects, with an initial focus on affordable housing, while still ensuring fiscal prudence and responsible investing. This promises to be an area of priority interest for the Foundation’s Board and Staff in 2017.

In summary, we are delighted with our progress and our achievements in 2016, a year of change and renewal. For us, it’s a new day! We look forward to welcoming several new Board members joining our governance team and to the appointment of a permanent CEO to lead the organization. With your continuing support and encouragement, we plan to work even harder during the next year to make a positive impact on the health and well-being of our community.

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The Foundation’s popular Engage!KW Program took a pause in 2016 to evaluate its strengths and potential areas for improvement. We continue to gather information from participants and stakeholders in an effort to ensure the program consistently meets the needs of the community while producing top-notch, dedicated future leaders.

leadership update

“ We are d e l i g h t e d w i t h o ur p ro gre ss and o ur ach ie v e ments i n 201 6 , a y ea r o f c h a nge and re ne wal. Fo r us, it ’s a ne w day!”

kwcf volunteers 2016

Board of Directors

Lori Payne – Chair Ed D’Agostino – Past Chair David Brenneman Mike Murray Eric Strassburger

Carl Coelho Xiaopu Fung Sospeter Gatobu Randy Gondosch Chris Harold Gordon Hatt Rita Hemmerich Ryan Huckle Pari Karem Earle McCormick Mellissa McDonald Patrick McKeen Susan Quarry Erin Rudland Kristine Schumacher Isabella Stefanescu Nate Tedesco Jen Vasic

Investment Committee

Leadership Identification Committee

David Brenneman – Chair Debbie Currie – Vice Chair Ed D’Agostino Roger Farwell Brock Hart Dan Herman John Milloy Mike Murray Lori Payne Eric Strassburger

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Audit Committee

Eric Strassburger – Chair David Brenneman Jason Daly Dennis Huber Claude Macorin Larry Murray Mike O’Neill Jennifer Ramsey-Armorer Richard Skehan Robin Stanton Bryce Walker

Engage!KW Committee Loretta Kooymans Mellissa McDonald Kay Nadalin Mike Pereira Jordan Schmidt Yesenia Torres Amy Tupling Jessica Weisner

Grants Committee Jessica Kropf – Chair Peter Meier – Past Chair Lillian Bass

Brock Hart – Chair Roger Farwell – Past Chair David Brenneman Debbie Currie John Milloy

Youth In Recreation Committee Roly Webster – Chair Dayna Giorgio – Vice-Chair Kourtney Beckman Debbie Dover Cheryl Ewing Loretta Kooymans Tamara Neill James Popham Jennifer Sharer Amy Tupling

Nominating Committee Mayor Dave Jaworsky Rosa Lupo Ingrid Pregel Regional Chair Ken Seiling Mayor Berry Vrbanovic

Vital Signs Expert Panel Tara Bedard Lucille Bish Jim Bowman Ryan Connell Nancy Dickieson Silvia Di Donato Lorie Fioze Pat Fisher Jenny Flagler-George Robert Hemple Michael May Kelly McManus Leia Minaker Shaena Morris Dr. Liana Nolan Katherine Pigott Trisha Robinson Lisa Short David Siladi Denise Squire Linda Terry

Impact Investing Task Force Dan Herman – Chair Mike Murray Lori Payne Eric Strassburger

For Sharing Their Time & Talent Nancy Bird Cathy Brothers Ryan Connell Cameron Dearlove Georgina de Barros Mary Jo Fedy Rose Greensides Jane Hennig Anne Lavender Stephanie Mancini Kelly McManus Kenneth Murray Karen Redman Tim Sipkens University of Waterloo BASE students

We build assets and other funds to provide lasting support for local priorities.

We make giving easy and effective, accepting a wide variety of gifts and providing donors with a number of charitable options. You can contribute cash, stocks, property, and other assets. You may establish a fund in your name or in the name of a loved one.

In most cases, your gift qualifies for maximum tax advantage under federal law.

building, investing, leading

Building

Investing Our foundation’s staff and volunteers have an in-depth understanding of the issues, opportunities, and resources that shape our community. We evaluate all aspects of community well-being — including belonging, social services, education, the environment, health care, youth, seniors, and the arts. We can help you learn more about local organizations and programs that make a difference in areas you care about most.

Leading Because community foundations support all kinds of charities, we are well positioned to bring people and organizations together, convening diverse voices to address local issues and opportunities. Our business is building community.

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At The Kitchener and Waterloo Community Foundation, asset building also includes knowledge and relationships. By building our knowledge of community issues and opportunities as well as developing and maintaining strategic relationships, The KWCF provides a strong foundation for community development.

wat e r lo o re g i o n ’s v i ta l s i g n s ® seven

We know that Belonging has been identified as the area of most need here in Waterloo Region, but it’s also a key challenge for us as a country.

To learn more about Belonging from a national perspective, view the Vital Signs report produced

by Community Foundations of Canada: communityfoundations.ca/vitalsigns

know?

DID YOU

wat e r lo o re g i o n ’s v i ta l s i g n s ®

Since 2007, The KWCF has strived to inspire civic engagement, provide focus for public debate and connect philanthropic activity with the areas of greatest need.

In 2013, a full Vital Signs report was released, analyzing the community across 11 key areas. This marked the start of a cycle that focused on four priority areas. In the 2016 report, we continued to build our understanding of the four priority areas:

BELONGING & LEADERSHIP

GETTING STARTED

HEALTH & WELLNESS

ARTS & CULTURE General Labour Force

20

LESS THAN

1IN 4

$47,900

YEARS

Cultural Workers Kitchener, Waterloo, and Cambridge tax filers donate to a charity.

Source: Statistics Canada CANSIM Table 111-0001

13.1% of the community’s population belongs to a visible minority but...

5.9% they only constitute 5.9% of people in leadership roles in the region.

Source: Immigration Partnership Waterloo Region: Counting Diversity 2013

TYPICAL IMMIGRANTS DO NOT ACHIEVE INCOME COMPARABLE to people born in Canada until approximately 20 years after moving here.

1/3 OF RESIDENTS EXPERIENCED LIMITATIONS IN PARTICIPATING IN ACTIVITIES due to a physical or mental condition or health problem expected to last 6 months or longer.

Source: Statistics Canada CANSIM Table 105-0501

Source: Statistics Canada CANSIM Table 105-0501

$42,600

archives, libraries, heritage, broadcasting, film and video, sound recording, publishing, architecture, design and printing Artists

$31,000

visual artists, craftspeople, writers, performing artists and filmmakers Source: Hill Strategies Research: Cultural Workers/ Creative Industries: A Kitchener Conversation 2015

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Total Average Income (2010)

belonging at the kwcf

“We are all equals as human beings.” nine

– The Right Honourable Adrienne Clarkson

belonging

belonging at the kwcf

CREATING A SENSE OF BELONGING WITHIN OUR COMMUNITIES Th e Ri g h t H o n o u ra b l e Adrie nne C larkso n Addre sse s Belong ing

These words, spoken by the Right Honourable Adrienne Clarkson, 26th Governor General of Canada, resonated with the audience at the BELONGING—Diversity, Community Capacity and Contribution event that was held in May 2016.

This event, hosted in partnership with House of Friendship and the University of Waterloo, highlighted the importance of a citizen’s sense of belonging in Waterloo Region, as well as throughout Canada as a whole.

The KWCF identified the concept of belonging as a priority area in its 2013 Vital Signs report. Then, in 2015, The Foundation redesigned its unrestricted grants to form the Smart & Caring Grants program in order to place more emphasis on fostering belonging within Waterloo Region.

Since then, many organizations have stepped up and offered new programs for refugees, newcomers, at-risk, marginalized and vulnerable groups. These new programs offer safe spaces, information and comfortable atmospheres within participant’s immediate communities; they help offer a sense of belonging, and help bolster stronger community connections.

In her lecture, Clarkson emphasized the concept of a community identifying as ‘we’ rather than sectioning groups of people as ‘others.’

“We are all equals as human beings,” she said. “You are part of humanity.”

In order to create a sense of belonging, people don’t necessarily have to like each other. Rather, they have to respect each other’s beliefs and cultures, and ultimately, be respectful in allowing everyone to participate in events, conversations and public programs.

“Belonging is one of those things that happens if you make everything open to people,” Clarkson continued. If people are able to actively participate, they feel welcomed, which in turn helps strengthen their sense of belonging.

People need each other in order to thrive, and Waterloo Region is lucky to see so many individuals and organizations working together in order to ensure that everyone feels at home in their community.

“People do things together. You can pool resources and do better things with other people than you can do on your own,” Clarkson emphasized to her audience. “We are more than just ourselves.”

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“You can’t belong unless there is something to belong to.”

belonging at the kwcf eleven

HOW WATERLOO REGION TACKLES A PROBLEM LIKE BELONGING

“How do we build Belonging? We work at it.”

If someone asked you if you felt like you belonged in your community, what would you say?

Maybe you are lucky enough to have an active life, where you see multiple people per day, engage in conversations, volunteer with different groups, actively learn and participate in community events, and feel safe all while doing so. Or maybe you don’t.

“What is your sense of Belonging? What belongs to you?

Your community?”

These were questions that David McConnachie, from Alternatives Journal (A\J), asked attendees last October, when The KWCF was launching its 2016 Waterloo Region’s Vital Signs® report. This year, the Vital Signs report was launched alongside a special issue of A\J that focused on the concept of Belonging in Waterloo Region and beyond.

Bridges to Belonging launched a campaign called We Belong Waterloo Region that focuses on ensuring everyone is able to use their unique talents and abilities to their fullest extent while participating in public events, programs, and life in general.

“Belonging is kind of a big deal for us,” explained Cameron Dearlove, Executive Director of Bridges to Belonging, at the Vital Signs launch. “It is a powerful idea with real world implications for individuals and for our community.”

Bridges to Belonging was one of the local organizations featured in the issue. Others included House of Friendship, Sustainable Waterloo Region, Waterloo-Wellington Local Health Integration Network, and the YMCAs of Cambridge & Kitchener-Waterloo.

Fostering a positive sense of Belonging can be as simple as asking someone to join you for coffee. By inviting someone into your life you can show them that they are important, that they belong in your community, and that you care about their well being.

People who feel a sense of belonging are more likely to participate in social activities, volunteer, and give back to their community. Even the smallest act of kindness, paired with an open mind and mutual respect, can help someone feel like they belong.

Waterloo Region is full of individuals and organizations working incredibly hard to ensure that all citizens feel like they belong, from the thousands of Syrian refugees, newcomers, at-risk youth, seniors, young adults and children. Many local movements are underway, and community connections are continuing to grow.

“There is something special in this community,” finished McConnachie. “There is something magical here in Waterloo Region that enables us to come together and tackle complex issues like Belonging in such a unique way.”

While our community’s work on Belonging is far from over, The KWCF is now a part of a greater whole looking to make a difference in our community.

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It’s been three years since The KWCF first started focusing their work on impacting Belonging. Since then, many other organizations in our community have also been working on fostering people’s sense of Belonging.

belonging at the kwcf

“ Th e re i s s o m et h i n g magical h e re in Wat e rlo o Re gio n t hat en a b l e s u s t o c o m e t o ge t h e r and t ack le co mp lex i s s u es l i ke B e l o n gi n g in such a uniq ue way.”

donor story thirteen

“I need help and there are other people who need help. Maybe I can make a difference.”

– Diane Redman

donor STORY

donor story

REMEMBERING A LOVED ONE AND GIVING HOPE TO OTHERS WITH CANCER Ask Merv Redman to describe the first time he ever saw his wife Diane, and it’s clear he still has every detail memorized. There was the chance encounter in her law firm’s foyer, the immediate sparks and a stumble that made her blush.

would continue to allocate funds in perpetuity. Although Diane had been quiet in bed beside them that day, at the mention of working with The Foundation she suddenly perked up and uttered, “yes…yes!”

Merv is quick to admit he never stopped trying to get her to blush during the 37 happy years of their marriage.

The Merv and Diane Redman Family Fund was created.

“We were a perfect match. When there’s talk about soul mates – although that’s such a corny phrase – that was us,” he says now from his home. “We were frick and frack. We made each other better somehow.”

But when a small cough eventually led to a melanoma skin cancer diagnosis, Diane found herself away from the golf courses she loved and at Grand River Hospital’s Regional Cancer Centre in Kitchener, Ont. Between x-rays, radiology and immunotherapy treatments, the couple came to realize that they wanted to help ensure others also continued to get the exceptional care Diane received at the hospital.

“Everybody was just outstanding and she said, ‘I need help and there are other people who need help. Maybe I can make a difference,’” Merv says.

Yet it wasn’t until she was moved to a hospice in Guelph, that the plan was ironed out. Merv and his sister, Bev Middlemass, were sitting in the room considering whether to offer the hospital a large donation or to create a fund through The KWCF that

Today, Merv is working with The KWCF to determine exactly how the money will be used. He is considering supporting professional development for oncology nurses, and making another donation to grow the Fund’s ability to make a bigger impact.

“It’s a test to see if our thinking makes sense and if the funds can be used in a logical, positive kind of way,” he says, mentioning that this test should give the information he needs to decide whether to continue down the path or tweak the fund allocation somehow.

Ultimately, he’s confident that setting up the fund with The KWCF will ensure his philanthropic goals will reflect the “work hard, play hard” life he and Diane led together.

“Diane and I were blessed,” he says. “We worked hard, but we lived our life like we were retired every day. So in a sense we’ve been lucky that we can give back now.”

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M e rv & Di a n e Red m a n Family Fund

donor story fifteen

HOW A SMALL CHARITABLE DONATION CAN MAKE A BIG IMPACT

donor

“We can’t sponsor large events, but we can organize and give our time.”

– Christie Eby

STORY

But when spokespeople for the local Blind Soccer League and a golf program for underprivileged youth stepped up to the microphone, the golfers soon discovered what their charity tournament dollars would be supporting.

“No one had an idea that blind soccer even existed,” says Christie Eby, a David Johnston Research + Technology Park Activities Committee (R&T PAC) member who works at Client Outlook Inc. “Everyone asked a lot of questions.”

With the money, the soccer players may eventually have the opportunity to play against other teams around the world.

One grant of $3,650 represented a 1,000 percent increase for the league’s budget.

The Blind Soccer League is only one of many local children’s charities and community-based projects funded by The University of Waterloo Research + Technology Park Activities Committee Fund, established at The KWCF in 2008. Now in its 11th year, the fund is set to hit a $250,000 milestone.

The committee, which plans fundraising events such as the golf tournament, food truck rallies and popcorn days, is made up of tenants and people with ties to the Research Park. This type of collective philanthropy works for smaller companies that don’t have the resources to donate large sums, but still want to make a difference in the community.

“We can’t sponsor large events, but we can organize and give our time,” says Eby. The fund is also earmarked specifically for small groups in the community. Although it releases a modest amount to donate each year, that money can have a big impact for those who receive it, explains Jeff Ohlhausen, longtime committee member and director of IT for OpenText.

“We serve little, almost organic causes that sometimes get missed,” he says.

And because it’s an endowment fund, the committee knows their years of time, energy and effort will contribute to causes on an ongoing basis.

“For us, it’s about creating a legacy of giving,” says Carol Stewart, manager of the Research Park. “Long after we’ve moved on from our jobs in this Park, there will be this fund that lives on.”

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Back in July 2016, a room full of 200 golfers dug into their meals during an annual charity golf tournament. After a day of swings and putts, everyone at the event, hosted by tenants of the David Johnston Research + Technology Park at the University of Waterloo, was ready to relax.

donor story

U ni v e r s i t y o f Wat er l o o Re search + Te ch no lo gy Park A c t i v i t i es Co m m i tt e e Fund

donor story seventeen

“I honestly thought it was going to take the rest of my life to put that money together. But here we are eight years into it and there’s about $475,000 now.

And it’s still growing.”

– Paul Sweeny

donor STORY

donor story

SCHOLARSHIP FUND REWARDS STUDENT COMPASSION AND KEEPS ONE INCREDIBLE GIRL’S MEMORY ALIVE Fra nc e - An n e S w ee n y “Mak ing a Diffe re nce ” Fund

But when the 15-year-old’s life was cut short in 2009 as the result of a tragic horseback riding accident, her family knew they had to do something to honour her. Organ donation helped save the lives of at least seven people, but Paul Sweeny, her father, says they wanted to do even more.

“In the hospital, we decided we needed to do something to keep her legacy and her dream alive. We couldn’t let it go,” he explains now.

Within a few months, Sweeny, along with his wife Marie-Josée, sat down for a meeting at The KWCF and discussed creating an endowment fund – the France-Anne Sweeny “Making a Difference” Fund – that would provide post-secondary education scholarships to area students. The financial goal: $300,000. Paul says he remembers when that number seemed daunting.

“I honestly thought it was going to take the rest of my life to put that money together. But here we are eight years into it and

there’s about $475,000 now,” he says. “And it’s still growing.”

The majority of the funds are raised through an annual charity golf tournament. And while a small committee of family, friends and colleagues organize it, Sweeny says The KWCF’s support has been crucial for the award’s success.

“The KWCF is a great outfit. Their returns have been good, the fund is growing and they’re great people to work with,” he says, mentioning that The KWCF does everything from handling administrative details to issuing receipts to golfers and disseminating the scholarship money. “It’s arm’s length for me. They take care of everything.”

So far the fund has given 110 $100 awards to Grade 11 secondary school students, and 48 $1,000 scholarships to graduates pursuing post-secondary education, known for their drive and compassion. The Sweeny family sits down each year and personally reads through the applications by students who have been handpicked by their high schools.

“It’s wonderful to be able to give an award in France-Anne’s name and watch these young people grow and become whatever they want to become.”

eighteen

As a teen, France-Anne Sweeny was determined to make the world a better, more compassionate place. The Cameron Heights Collegiate Institute student spoke out against bullying, helped give suicide prevention workshops, and offered counselling at horse camps. She took soccer, karate, Irish dancing and flute lessons. France-Anne was one to watch.

donor story nineteen

“People want to make a lasting difference. They want to feel like their gift isn’t just a gift today, but a gift for tomorrow as well.”

– Leslie Josling

donor STORY

donor story

A LONG-TERM COMMITMENT TO OUR COMMUNITY’S MENTAL HEALTH K W Co u n s e l l i n g Se r v i ce s Age ncy Endo wme nt Fund

Committed to creating positive change for vulnerable youth and their families, the agency does everything from offering counselling to individuals, couples and families, helping laid off employees deal with stress, empowering abused women and teaching parenting skills. The agency takes a leading role in advocacy for the LGBTQ+ community, teaches newcomers how to open bank accounts and even acts as a training institute for 50 to 60 graduate students studying to be therapists.

Yet to be able to focus on so many vital areas, the agency depends heavily on fundraising dollars and the generosity of donations coming from the community – not always the most dependable and consistent source of income year to year. So, after conferring with present and past donors, KW Counselling Services decided to make a change and offer donors something new: an agency endowment fund.

“People want to make a lasting difference. They want to feel like their gift isn’t just a gift today, but a gift for tomorrow as well,” says Leslie Josling, Executive Director.

An agency endowment fund is an attractive way for a non-profit organization to establish an endowment. Donors know the fund’s principal isn’t touched, but grows over time.

Only the interest is spent so the financial support can be counted on each year.

After investigating several options, KW Counselling Services decided to work with The KWCF, based on shared goals and a longstanding positive relationship. Josling estimates that The KWCF has supported at least one successful program at the agency each year. Usually more.

“The Community Foundation gets us and shares our values. It knows our community and we hoped this partnership would make the endowment fund even more effective,” she explains.

It wasn’t until the Board and Finance Committee met with The KWCF to discuss the fund, did she appreciate the complexities around creating it. The KWCF staff spent time answering questions and offering advice.

“We could see they offered far more than just a fund for us. They were prepared to come alongside us, help us maximize the fund and communicate with our community about it,” she says.

What’s more? From the time KW Counselling Services gave the fund the green light, it took less than two weeks to establish it.

“We’re looking forward to what we can accomplish with the fund for the community,” says Josling.

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Few would dispute the claim that KW Counselling Services, a longtime KWCF grantee, is the ultimate multi-tasker.

grant story twenty one

“Every little thing is potentially different and needs to be learned again.”

– Tara Bedard

grant STORY

grant story

OPEN WALLETS AND GENEROUS HEARTS HELP SETTLE A RECORDBREAKING NUMBER OF SYRIAN NEWCOMERS Th e I m m i g rat i o n Pa rt n e rsh ip Fund fo r Syrian Ne wco me r s

But for many newcomers to this country, simple and everyday tasks – boiling water, for instance – are puzzles waiting to be solved.

“Things just operate differently here,” says Tara Bedard, manager of the Waterloo Region Immigration Partnership. “Every little thing is potentially different and needs to be learned again.”

Luckily, numerous local charitable organizations have been able to draw on financial support generated by The Immigration Partnership Fund for Syrian Newcomers to create programs aimed at helping people integrate seemingly at lightning speed.

The Fund was established at The KWCF in 2015 in response to the announcement that over 1,000 Syrian newcomers would be arriving in Waterloo Region in the coming year. The Foundation, a partner tasked with handling financial contributions from the community, matched donations. So far, nearly $700,000 has been raised.

After a whirlwind 2016 helping newly arrived families resettle, Bedard anticipates that 2017 will be just as busy. For starters, more than 1,750 newcomers actually arrived in the region –

not the 1,150 originally predicted. And the number is still growing.

But, just as importantly, the original families are now facing new, long-term challenges that go along with settling in Canada: how to find jobs, make new friends, find suitable housing and create family budgets.

“How do we meet those initial needs while we continue to provide ongoing support to people who have earlier arrived in the community?” Bedard asks.

To meet the needs of everyone, grants totalling over $600,000 have been approved for agencies supporting Syrian newcomers so far. For instance, Reception House, which provides shortterm housing and services, will ensure newcomer adults receive much-needed dental care. It’s also now running a homework club on Monday and Wednesday evenings for Syrian youth. For some of these kids, it’s the first time they can remember tackling math questions without the fear of violence breaking out nearby.

Bedard says that none of these life-changing programs would have been possible without the financial guidance of The KWCF. “The support from the Community Foundation has been phenomenal for ensuring a really broad range of services are accessible to everyone who needs them,” she says.

twenty two

A teakettle. For anyone who has grown up in Canada with one of these small appliances sitting on the counter, using one is a snap. Fill it. Press down the lever and wait for it to pop up again to signal the water has boiled.

grant story twenty three

“Seniors with a strong sense of community belonging have higher odds of good health.”

– Kathryn Bender

grant STORY

grant story

CONNECTING THROUGH THE AGES: YOUTH, AND SENIORS WITH DEMENTIA CONNECT THROUGH ART Op e n i n g M i n d s Th ro u gh Art Pro gram and Exh ibit io n at THEMUS EUM

OMA, a six-to-eight week art program partnering residents living with dementia and art students from nearby Eastwood Collegiate, is all about creating authentic interactions, shared experiences and a feeling of personal value.

One of the most troubling issues facing those with dementia is isolation. OMA builds bridges across age and cognitive barriers through art-making. Seniors with a strong sense of community belonging have higher odds of good health. “One lady got off her anxiety medicine! Another started speaking after years because of these classes,” says Bender. And another said that he didn’t think someone so young would ever be interested in him.

‘He’s my friend.’

“Peter really allowed me to view how he sees things” says Jesse, a Grade 12 student partnered with 77-year-old Peter. “Sometimes, in the middle of the painting, we weren’t too sure where we were headed. But our work turned out amazing.”

“He was a good teacher,” says Peter of Jesse, his eyes brightening as he looks at the work they created together.

Jesse says connecting with Peter opened up more than just his artistic mind: his whole perspective on aging and dementia grew. “I have an IEP at school” (Individualized Education Plan for students who learn differently). “In some ways, I felt like I was learning from an older self.”

“That’s what’s amazing,” says Bender. “There’s the assumption that the senior is the only one getting something out of OMA, but, in fact, the connection on both sides has been profound!”

Last spring, the artwork was featured in an exhibition at THEMUSEUM as part of “The Aging Dialogues: Sharing Wisdom, Preserving Our Legacies.”

“This show fits our mandate to be a community stage perfectly,” says THEMUSEUM’s David Marskell. “We share stories of living people today. Many of the dementia patients don’t have verbal skills, so art is a mode of expression for them to share their experiences and create understanding.”

Jesse and Peter attended the opening together. “I showed him the picture of us from our first session. He looked so excited.

He said: ‘Holy Mackerel! That’s me and you!’”

twenty four

“So much of the time, living with dementia is all about what a person can’t do,” says Kathryn Bender, Opening Minds through Art (OMA) Facilitator from Trinity Village Care Centre. “Living in long-term care, they have very few choices they get to make: when they sleep, eat and bathe… but with our Opening Minds through Art program, the emphasis is on what they CAN do. It makes them feel like they still matter.”

grant story

BRIDGING THE GAP BETWEEN NEWCOMERS AND COMMUNITY ONE WORD AT A TIME

grant Newcomer Grants Program

Walk into the Queen Street Commons Café in Downtown Kitchener on a Tuesday evening and you’ll find nearly two-dozen teens and adults sitting around tables learning how to introduce themselves at a business meeting or ask for apples at the grocery store.

STORY

The group, mostly Syrian and other Arabic-speaking newcomers and volunteers, come together to practice English at the English Speaking Café, organized through Waterloo Region’s ShamRose For Syrian Culture.

“It’s the right people with the right funds at the right time,” says de Barros. “This program is not about throwing more money at something. It’s about making sure you’re funding the right people with a really good idea.”

The café’s funding comes from the Newcomer Grants Program, a partnership program supported by The KWCF and United Way Waterloo Region Communities, and led by KW Counselling Services. Since the program launched in 2004, more than $275,000 has been offered through 97 grants as part of KW Counselling Services’ flagship Bridging Resources program.

The program reaches out to new and experienced ethnocultural leaders committed to promoting a sense of belonging in Waterloo Region.

For instance, the African Community Wellness Initiative, which has gone on to receive Trillium grants as well, has launched its Young City Growers program and encourages newcomers to consider “green collar” jobs – employment in the environmental sector. The Afghan Association recently celebrated the Afghani New Year with people coming from as far away as New York.

“What they’re doing is amazing,” says de Barros.

Creating opportunities to connect and socialize is exactly what many newcomers say they need in order to feel happy and well-adjusted in their new communities, explains de Barros. Isolation often leads to anxiety, depression and feeling disconnected to Canada, where even the smallest daily tasks seem foreign and different.

By helping newcomers launch their own programs to address these needs, the Newcomer Grants Program is supporting communities at the grassroots level – sometimes one friendly café language class at a time.

twenty six

Georgina de Barros, multicultural outreach worker for KW Counselling Services, says the drop-in program is a perfect example of how even a small amount of funding can have a lasting impact on an entire community. With only $4,000, ShamRose has been able to reach 300 people through its Syrian café so far.

grant story

“ Thi s p ro gra m i s n o t a bo ut t h ro wing mo re mo ne y at s om et h i n g. I t ’s a b out mak ing sure y o u’re funding the r i g h t p e o p l e w i t h a really go o d idea.”

grant story twenty seven

“It was a freedom she never forgot, and an opportunity that just never seemed open to her.”

grant – Lorna Aberdein

STORY

grant story

HOW INDEPENDENT FACILITATION IS MAKING AN IMPACT, ONE PERSON AT A TIME. B r i dg es t o B el o n gi n g : Th e Busine ss o f C urat ing Dreams

Barb, 58, is a good couple decades younger than most other residents. It was her husband’s illness that landed her here— “I just tagged along,” she says, though she herself lives with epilepsy and developmental challenges. Since he passed away, not knowing how or where she could go, she stayed put, hardly ever leaving the facility.

“It makes for a pretty isolated life,” says Lorna Aberdein, whose job, simply put, is to help people achieve their dreams.

Lorna and 10 other Independent Facilitators with Waterloo Region’s Bridges to Belonging provide persondirected planning and facilitation for 130 individuals with developmental disabilities or mental health concerns.

“The feeling of belonging is a human need, just like food, water and shelter.” But it isn’t easy for everyone: due to barriers, finding a place in community remains a dream for many. “Belonging means something different to each person,” says Lorna, who first focuses on a person’s abilities, needs and wants. “Then I work myself out of the picture so they can create their own relationships.”

What’s in it for Lorna? Well, it is more than a job. “I love to have an impact on someone’s life.” Lorna, also 58, has some formal training but also lots of life experience: her daughter lives with Down Syndrome.

For Barb, belonging started with a trip to the pool. She still recalls a teenage memory at Round Lake in Haliburton when she snuck off one night to swim the length of the lake. Barb, who uses a wheelchair, has never had a seizure while in the water. It was a freedom she never forgot and an opportunity that just never seemed open to her.

“We bought a swim suit first,” says Lorna, “then found a pool with a lift, plus Mobility Plus to get Barb there.”

Singing with the Waterloo’s “Buddy Choir” has had the biggest impact on Barb’s everyday life. Lorna accompanied her initially but now Barb attends on her own and she and many choir members have become fast friends. “Thank goodness, ‘cause I can’t sing for the life of me!” laughs Lorna.

Next on Barb’s to do list? Attending service at St. Andrew’s in Kitchener. “I haven’t been to church since my twenties. I feel like my prayers have been answered,” says Barb.

twenty eight

There are four things on Barb’s bucket list: to go swimming, to sing in a choir, to belong to a church and, eventually, move out of the rural nursing facility that has been her home for seven years.

our commitment

The KWCF Donor Bill of Rights

twenty nine

It is the mission of The KWCF “to improve the quality of life in Kitchener, Waterloo and area, now and for generations to come.�

In keeping with this mission The KWCF works with a network of philanthropists who generously entrust their gifts of time, talent and treasure to The KWCF to support community-focused organizations in their efforts to improve life in Waterloo Region. As a steward of these gifts The KWCF is determined to earn and keep the trust and confidence of the community. The KWCF commits to this Donor Bill of Rights to ensure that donors and prospective donors can be confident in knowing that their gifts will be stewarded effectively and efficiently.

commitment OUR

1

Be informed of The KWCF’s mission, how it intends to use donated resources, and its capacity to use donations effectively for the intended purposes for which they were given.

7

Be informed if staff, volunteers or any contracted service workers have a relationship or conflict of interest with any grant applicant or application being presented for funding consideration by any fund held at The KWCF.

2

Be informed of the identity of those serving on The KWCF Board of Directors and to expect that the Board of Directors acts with prudent judgment in executing its responsibilities.

8

Ensure that their contact information is not shared outside The KWCF without their express permission, and that, should they so desire, they be removed from any mailing lists managed by The KWCF.

4 5 6

Be assured that information about their donations is handled with respect and confidentiality, to the extent provided by law, and have the right to see their donor record and challenge its accuracy.

Receive appropriate acknowledgment and recognition for their gifts, and if requested by the donor, remain anonymous.

9 10 11 12

Ask questions when making donations and receive prompt, truthful and forthright answers.

Receive official receipt for income tax purposes within 30 days for the amount of their donation, and for nonmonetary eligible gifts to receive an official tax receipt that represents the fair market value of the gift.

Be encouraged to seek independent advice if The KWCF has any reason to believe that a proposed gift might significantly affect the donor’s financial position, taxable income, or relationship with other family members.

Receive a timely response from either a staff member or chair of the Board of Directors to a complaint about any matter that is outlined in this Bill of Rights.

Expect that all relationships with individuals representing The KWCF will be professional in nature.

* This donor bill of rights is adapted, with permission from the Niagara Community Foundation’s “Donor Bill of Rights” and based on the Association of Fundraising Professionals (AFP), “Donor Bill of Rights” @2016, Association of Fundraising Professionals (AFP), all rights reserved. Reprinted with permission from the Association of Fundraising Professionals

thirty

3

Have access to The KWCF’s most recent financial information and annual reports including The KWCF’s registration number as assigned by Revenue Canada, any information contained in the public portion of The KWCF’s most recent Information Return as submitted to Revenue Canada, and copies of the most recent Foundation policies and by-laws including this Donor Bill of Rights.

our commitment

The KWCF believes that all donors have the right to:

2016 highlights

2016 By The Numbers

149

Total # of funds

$1.3M

Largest gift from a single donor

$1.6M

>

>

220

>

Total gifts in dollars thirty one

$175,000

# of organizations supported

20

Invested in Belonging

$41M

Total grants to the community since inception

260

highlights

>

LOCAL

RAK DAY partners (local/across Canada)

3

> M

2016

#RAKDAY timeline impressions

>

Canadian communities that celebrated RAK DAY (local/across Canada)

1.8M

>

#RAKDAY reach on Twitter

Alex Schmidt Memorial Fund The Alice (Braley) Judges - Walter Judges Fund

379,890 54,413

61,304

The F. P. Schneider Memorial Fund

105,389

Florence Louise Marsland Fund

350,606

Amy Hallman Snyder Award Fund

33,339

France-Anne Sweeny “Making A Difference” Fund

473,723

Ann Frank Fund

43,126

From “A St. Jerome’s Boy” Fund

247,584

Anonymous Fund

12,532

From “A St. Jerome’s Boy” Fund

Anonymous Fund

10,663

Mr. Dave Fund

The Anonymous Fund - Funds for Distribution

30,000

George Chatzis Legacy Fund

Anselma House Endowment Fund

32,891

George Cluthe Fund

Art Investment Fund - Funds for Distribution

424,002

Esther Bingeman Gascho Fund

706

Grand River Conservation Fund

15,851 249,483 40,070

Audrey & Gerald Moser Trust

264,565

Greater KW Chamber of Commerce - Corporate Challenge Fund

176,308

The Barry & Shirley Humphrey Fund

366,702

Gummow Hospital Support Fund

120,506

Big Brothers of Kitchener - Waterloo Promise Scholarship Fund Big Sisters Endowment Fund

13,824

Harold & Gloria Chapman Family Fund

86,105

64,366

Hartman & Brenda Krug Family Fund

85,315

Brenda & Peter Hallman Family Fund

794,281

Helen & John Beynon Family Fund

38,827

The Brian Fisher Family Fund

219,547

The Hilde English Memorial Fund

49,508

The Brian Fisher Fund

Homer Watson House & Gallery Endowment Fund

41,065

The Christine Fisher Memorial Student Award Fund

Horace & Rita Coelho and Family Unsung Hero’s Fund

37,165

The Nancy Paul-Fisher Memorial Fund

Hospice of Waterloo Region Endowment Fund

15,926

Brush with Art Visual Arts Fund

45,942

The Howard G. Schneider Cancer Care Fund

78,019

Bryce & Nancy Walker Family Fund

156,629

Hughraine Fund

864,875

Canadian Clay and Glass Endowment Fund

483,070

Intentions of A & M Fund

172,163

The Charles E. Heller Fund

139,366

James E. Lipskie Memorial Fund

12,310

Jenkins Sauer Fund

29,352

Child Witness Centre – Balsillie Endowment Fund

59,526

The Choices Fund

190,232

The Jim & Sandy Beingessner and Family Fund

396,524

Community Support Connections Fund

750,152

The Jim & Sue Hallman Family Fund

762,399

The David & Eleanor Yach Family Fund

296,914

John A. McLennan Family Fund

327,667

David Clare & Susan Ferne Bender Family Fund

114,160

The John A. Pollock Family Fund

Dorothy Shoemaker Literary Award Fund

134,301

The John R. Robins Fund

Douglas Brock Fund for Conservation & Music

31,623

Junior Achievement Terry Burch Memorial Fund

6,301,471 121,577 41,059

Dr. John D. Stewart Fund

140,628

The Keith & Winifred Shantz Fund for the Arts

Emmerton Fund

244,179

Ken Murray Fund

725,054

KidsAbility Foundation Endowment Fund

850,602

The Kitchener-Conestoga Rotary Dream Home Fund

336,909

Erb & Good Family Funeral Home Community Fund Eric & Muriel Misch Family Fund Ernest Kendall Award Fund

79,912 279,549 31,811

The Kitchener Rangers Hockey Club Scholarship Fund

3,493,437

56,347

thirty two

The “50” Plus Team Fund

funds - market value

Funds - Market Value - As of December 31, 2016

funds - market value

Kitchener Sports Association Legacy Fund Kitchener-Waterloo Counselling Services Inc. Endowment Fund The KWCF Operating Endowment Fund Landmann Family Fund Lions Club of Kitchener Community Service Fund Lisa Schurter Memorial Fund Lonsdale & Roberta Schofield Fund

thirty three

The Lyle S. Hallman Fund

250,640 25,000 160,872 1,002,721

Sharon & Paul Good Fund The Spinnaker Fund St. Mary’s General Hospital Foundation Physician’s Endowment Fund Steffensen Family Fund The TD Bank Financial Group Employees Endowment Fund

54,409

13,046

TD Canada Trust Merv Lahn Community Development Fund

675,879

663,494 1,633,523

The Ted & Andrea Witzel Family Fund The United Way Forever Fund

73,738

United Way Families and Children Fund

Marianne & Jim Erb Family Fund

69,981

United Way Capacity Fund

Mary & Warren Ober Fund

102,965

United Way Rod Cleaver Memorial Fund

Mary Bales Fund

158,761

United Way Seniors at Risk Fund

McMurtry Family Fund

756,288

United Way Susan Harkins Innovation Fund

Merv & Diane Redman Family Fund

107,079

University of Waterloo Research & Technology Park Activities Committee Fund

Miller Thomson Community Fund

42,336

The Moe Norman Memorial Fund

176,098

Murray Fried Fund The Musagetes Fund Music Fund Nancy Borusiewich Fund

1,532,656 245,260 9,892,862 137,439 18,428

NHLPA Dan Snyder Memorial Student Award Fund

126,113

Ormston Family Fund

331,907

Palliative Care Fund

290,040

Parents for Community Living Robert Denomme Fund

93,942

Paul Kuntz Legacy

115,439

R. Jack Middlemass Memorial Scholarship Fund

110,268

Retired Business & Professional Men’s Club of K-W Fund

28,380

Rev. Carl & Jean Wagner & Family Fund

52,523

The Robert Caldwell Fund

14,601

Robert Lankin Fund Rosalind & Dieter Kays Family Fund The Ryther Fund

8,200 104,750 79,530

The Savvas & Lenia Chamberlain Fund

284,204

School Sisters of Notre Dame Legacy Fund

336,909

Scouts Canada – North Waterloo District Endowment Fund

94,726 320,711

36,886

The Mac Voisin Scholarship Series

The Motz Family Endowment

73,296 1,302,097

56,347

The Uptown Waterloo Jazz Festival Endowment Fund The Urie A. & Dorothy M. Bender Endowment Fund The Victoria D’Agostino Children’s Benefit Fund

46,950 2,575,984

242,348 47,614 83,120 158,432

Victoria J. Suljak Memorial Fund

70,029

Wagner Livock Fund

39,657

The Walter A. Bean KWCF Scholarship Fund

99,102

Walter & Florence Martin Endowment Fund

127,380

Waterloo Region International Plowing Match 1995 and 2012 Fund

426,521

The Waterloo Region Record - Lyle S. Hallman Foundation Kids to Camp Fund The Waterloo Region Record Literacy Fund Weiland Family Foundation Fund

3,890 121,753 1,191,714

Westfall and Hill Family Fund

515,824

Westmount Golf Club Charity Fund

744,562

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

14,870 296,082

227,197

WPL Summer Reading Club Fund

Youth Advisory Council (YAC) Fund

49,891

Youth in Recreation Fund - Ontario Endowment for Children and Youth in Recreation Fund

1,152,611

YWCA Endowment Fund

1,833,467

YWCA Mary’s Place Fund

Zonta Club of Kitchener Waterloo Fund Community Fund

Community Fund Stabilization Fund

Community Fund Strategic Granting Fund

42,366 18,978,330

John M. Harper Fund

5,525

Deer Ridge Golf Club Endowment Fund

5,000

Pearl Weber Estate

5,000

Kitchener Downtown BIA

4,155

Bob & Georgina Wagner

3,145

The William D. & Deen Smith Fund

2,700

Robert Warren Learning Legacy

2,497

funds - market value

WPL Endowment Fund

Note: Fund names in colour indicate a new fund in 2016. Bold indicates an umbrella fund; italics represent their corresponding sub-funds.

Keith Shantz Memorial Fund

1,517,560

Dare Family Trust

1,435,100

A. Edward Johnson

843,101

BF Goodrich Foremen’s Club

285,226

J.T. “Sam” Hill Fund

180,695

Roy Ellsworth Jefferson Estate Fund

137,886

Keith and Bobbie Gummow Fund

100,783

Trillium Estates Limited Fund

70,000

Gary F. Parker & Family Fund

54,411

Eleanor Davidson Fund

50,000

Brian & Irene Allison Fund

42,464

Roland & Dae Harris Fund

40,200

Kitchener Mayor & Council Fund

30,447

Ross Edward Hahn Fund

21,520

Gordon A. MacKay Fund

20,628

Jane Humphries

20,000

Lisa McLean Memorial Fund

15,889

Ross Arthur Bergey

15,000

Ronald & Mabel Dalton

13,950

James F. Robertson Fund

11,614

Jonas Bingeman Fund

11,031

M. Grace Schmidt Fund

10,000

Howard Jasper Fund

5,568

thirty four

NAMED FUNDS IN THE COMMUNITY FUND

accumulated donations thirty five

Accumulated Donations 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.

For a full listing of our 2016 donors, visit www.kwcf.ca.

Jane G. & James T. (Sam)* Hill

EXEL Research Inc.

Estate of Roy Ellsworth Jefferson

Keith L. Gummow*

Irma Karley*

Donations over $5,000,000

Barry J. & Shirley Humphrey

Kitchener Sports Association

John A. & Joyce Pollock

Estate of Walter Colin Judges

Karin & Paul* Kuntz

Keith M. & Winifred Shantz*

KidsAbility Foundation

John A. & Carla McLennan

Kitchener-Conestoga Rotary Club

Mersynergy Charitable Foundation

Donations over $1,000,000

Kitchener Rangers Hockey Club

Beverley L. Middlemass

Anonymous

Dave Kurek

Gerald P. & Audrey* Moser

Dare Family Trust

Florence L. Marsland*

Estate of Murray H. (Moe) Norman

Jim & Sue Hallman

Eric* & Muriel Misch

Dr. Warren & Mary Ober

Lyle S. Hallman*

Margaret A. Motz

Ian C. & Marguerite Ormston*

United Way Kitchener Waterloo & Area

Paul J. & Catherine Motz

Merv & Diane* Redman

Estate of George Weiland

Notre Dame Foundation (Burlington) Inc.

Frederick* & Jane Schneider

YWCA Kitchener Waterloo

Ontario Endowment for Children & Youth in Recreation

Dorothy Shoemaker*

Donations of $500,000 – $999,999 Anonymous Alex & Trish Brown Community Support Connections Foundation Brenda & Peter* Hallman Estate of A. Edward Johnson The Lyle S. Hallman Charitable Foundation Donald S. McMurtry Kenneth G. Murray Lonsdale* & Roberta Schofield

Gert & Jean Steffensen Waterloo Region International Plowing Match Committee David J. Westfall Westmount Golf & Country Club Donations $100,000 – $249,999 Anonymous Aqueduct Foundation – The Helmut and Margaret Oberlander Foundation Estate of Mary N. Bales

Vermont Community Foundation

David Clare & Susan Ferne Bender

Donations $250,000 – $499,999

Canada Trustco Mortgage Company

Anonymous Jim & Sandy Beingessner BF Goodrich Foremen’s Club

Alice E. Brown Savvas & Lenia* Chamberlain George Cluthe* Cober

Ann E. Bradley

Estate of Thelma Emmerton

Canada Trust Merv Lahn Community Development Fund

The Brian Fisher Family

Canadian Clay and Glass Gallery

Estate of Murray Fried Greater Kitchener-Waterloo Chamber of Commerce

Community Foundations of Canada

Estate of Charles Heller

Spaenaur Inc. Dr. John D. Stewart Sun Life Financial Trillium Estates Limited University of Waterloo Research+Tech Park Activities Committee Bryce & Nancy Walker Waterloo Public Library The Waterloo Region Record David & Eleanor Yach Donations $50,000 – $99,999 Anonymous 50 Plus Team Collin G. Baxter Walter A. Bean* Urie A. & Dorothy M.* Bender Big Brothers Big Sisters of Waterloo Region Douglas G. Brock Harold* & Gloria Chapman Eleanor M. Davidson* Esther E. Gascho

accumulated donations

Economical Insurance Group

Michael Barnstijn & Louise MacCallum

thirty six

Donations over $10,000,000

accumulated donations thirty seven

Paul & Sharon Good

Conestoga College Mac Voisin Scholarship Series

Toyota Motor Manufacturing Canada Inc.

Dr. Dieter & Rosalind Kays

Ed & Martha D’Agostino

Scott & Janet Uffelman

Hartman H. L. & Brenda Krug

Peter & Gisele Denomme

Uptown Waterloo Jazz Festival Inc.

Dr. Desta F. Leavine

Jim & Marianne Erb

Karin W. E. Voisin

Estate of Stella Mann

Erb & Good Family Funeral Home Ltd.

Manulife Financial

First Echo Group Inc.

The Walter Bean Grand River Community Trails Foundation

Walter & Florence Martin

Jack & Margaret Forbes*

Oktoberfest Charity Pro-Am Golf Tournament

Ralph & Phyllis Forbes*

Ormston Family Charitable Foundation

Robert D. Frank

RBC Investments

Lloyd* & Linda Gower

Estate of John R. Robins

Grand River Conservation Foundation

Irene Rooney

Wendy Hallman

Ross & Doris Dixon Charitable Foundation

Susan Harkins*

Betty Schneider French

Estate of Roland A. Harris

Sexual Health Options, Resources & Education Centre - SHORE Centre

Homer Watson House Foundation

St. Mary’s General Hospital Foundation Estate of Eva Gladys Stoltz Dr. John Suljak & Dr. Ninetta Scolieri TD Bank Financial Group Toronto Foundation Helen M. Wagner Estate of Ruth Werlich Ralph* & Hazel Westfall William H. Kaufman Inc. The Winnipeg Foundation Donations $25,000 - $49,999 Anonymous Brian & Irene Allison W. Donald & Irene Bean Dr. Michael & Gay Booth J.F. Brooke Edward & Mary Brough Brush With Art Committee David & Lina Caputo City of Kitchener

Junior Achievement of Waterloo Region Inc. Estate of Henry Knell KPMG Foundation KW Counselling Services Lions Club of Kitchener Gordon A. Mackay* Mark-Milne Inc. Meridian Edge Consulting Miller Thomson Foundation William & Doreen Motz Dr. Peter H. Nash* & Ann Frank Charles M. & Elaine Ormston Estate of Marguerite Ormston Gary & Susan Parker Estate of Helen I. Pollock Harvey & Sandra Reid Estate of Ida K.I. Sanford Scouts Canada - North Waterloo District Peter & Elizabeth* Sims Jeffrey D. & Jean Stacey Paul Sweeny & Marie-Josée Boily Sweeny Dr. David Taylor

Ted & Andrea Witzel The Woolwich Community Fund Zehrs Markets Limited Zonta Club of Kitchener Waterloo Donations $10,000 - $24,999 Anonymous John* & Marjorie Acheson Robert M. & Judith Astley ATS Automation Tooling System Inc. Heidi Balsillie Andrew & Lillian Bass Bell Canada Estate of Ross Arthur Bergey John & Helen Beynon Dora Bingeman Bingemans Inc. Boston Pizza Foundation Budd Canada Inc. Robert C. Caldwell Centre For International Governance Innovation Child Witness Centre of Waterloo Region Anthony Christie Penny Cleaver Horace & Rita Coelho Cora Group Inc. Matthew Cowan & Inga Rinne Steven & Sandra Currie Ronald Dalton Leo & Laura Del Bel Deloitte LLP

James F. Robertson*

Mary & Robert* Kuntz

Robert W. Rombough

John R. & Hilde* English

Myra Lahn*

Brian & Mary Ann Ruby

Equitable Life of Canada

Gary S. Levene & Deborah Eisenberg

Estate of Martha Grace Schmidt

Fashion Show Funds, Ontario Endowment for Children & Youth

Brian & Shelley Lipskie

Edward W. Schooley

Kyle Loveless

Schorn Consultants Inc.

David & Janice MacIntosh

Karen Scian

Jonathan MacNaughton

Estate of Carol Winifred Shields

Richard Manning & Holly Harkins Manning

Glenn E. Smith

Maple Leaf Consumer Foods Inc.

Rosemary W. Smith

Adam & Noreen Marchand

Estate of Donald Ross Irving Snider

Mark Eamer Professional Corporation

Daintry Snyder

Larry & Margaret Marsland

Tim & Teresa Sothern

Bruce Martin

Bryan & Joan Stewart

Keith Martin & Jackie Hatherly-Martin

Robert L. Strouth*

John & Mary Ann* Martin

Swenco Limited

Timothy & Nora Martin

The Regional Municipality of Waterloo

Mark & Helen McArdle

Elizabeth & Keith* Thomas

Ian McLean

Bertha Thompson

Richard G. Meunier*

Lorne Underwood*

Paul* & Lucille Mitchell

United Way of Cambridge and North Dumfries

Marc & Lori Morin

Vantage Wealth Management

Gary & Karen Mottershead

Frank Voisin

Kerry & AJ Mueller

Mac Voisin

Kevin P. Mullan

Karl H. Wahl*

Jacqui Murphy

Waterloo Lions Club

Larry E. Murray

Waterloo Manufacturing Company Limited

Oldfield, Greaves, D’Agostino

Peter & Tracey Weiler

Ontario Plowmen’s Association

Women’s Crisis Services of Waterloo Region

J. Terence* & Margaret Osbourne

Nola Young

David Paleczny & Mary Reynolds

Zehr Management Inc.

David & Joan Petras

Ziggy’s Cycle & Sport Ltd.

John & Ruth Pratten

Vivian Zochowski

Michael & Carolyn Ann Fitzpatrick Patrick & Noreen Flynn Estate of Margaret Gwen Forbes Mike & Brenda 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 & Margie Hooper David & Judy Horman Christopher R. Howlett Roderick N. & Alberta Jack Timothy J. Jackson & Jane Arnold Howard* & Patricia Jasper Wilfred & Cathie Jenkins Arthur E. & Anna Jones* Ernest Kendall* David Kerr & Sandra Walneck KidsAbility Centre for Child Development Dr. Robert M. Kilborn Jennifer King & Christopher McIntyre Kitchener Beverages Ltd. Kitchener Waterloo Civitan Club

Ingrid Pregel Programmed Insurance Brokers

Donations $5,000 - $9,999

Alan & Susan Quarry

Anonymous

Philip & Carole Rason

Randy Adams

accumulated donations

Bryce & Kelly Kraeker

Kevin & Tracy Elop

thirty eight

Dorothy M. Elliott

accumulated donations thirty nine

Steve & Vera Aldersley

H M Advisors Inc.

Ontario Seed Co. Limited

Barnraising Associates Inc.

H.B. Gordon Education Foundation

Penguin Power

Greg Barratt

Arthur H. Hahn*

Avvey Peters & David Drewe

BDO Dunwoody LLP

Jac N. & Kusum Hanemaayer

Thomas & Margot Pick

G. Robert & Noreen Blake*

Paul G. Haslam

Pollock and Williams Limited

BLM Group Inc.

Estate of Martha M. Hauck

Dr. Ronald Pond

BMO Employee Charitable Foundation

Donald & Jo-Anne Haycock

Quarry Integrated Communications Inc.

Andrew & Andrea Bocking

William R. Henderson*

Cameron Redmond

T. Larry Bourk

William Herzog*

Retired Business & Professional Men’s Club

Ed* & Eleanor Brubaker

Hi-Tech Hockey League

Gordon & Jean Riedlinger

Dr. William & Trudy Bryant

Hogg Fuel & Supply

The Robert and Judith Astley Family Foundation

David* & Millie Buehlow

Suzanne Hyatt

Trent Robinson

R.M. Buie

Imasco Limited

Craig Robson

William S. & Ursula Carter

Ivey Foundation

Frank Rovers

Central Ontario Chinese Cultural Centre

Joseph E. Seagram & Sons Ltd.

Royal Trustco

Christie Digital Systems Canada Inc.

James & Lee Kay

John W. Rumpel*

Chubb Insurance Company of Canada

John & Sandy Kendall

S.G. Cunningham (Kitchener) Limited

Cloverleaf Foundation

Kitchener-Waterloo Oktoberfest

S-S Technologies

Coldwell Banker Peter Benninger Realty

Iain Klugman

Sandvine Incorporated

Conestoga-Rovers & Associates Ltd.

Carl* & Jean Knell

Edward G. Schafer

Manfred & Penny Conrad

Owen & Ollie Lackenbauer

Ron & Susan Schwark

Cowan Benefits Consulting

Heather & James Lackner

Harold F. Snyder*

Don* & Marilyn Craig

George W. Lange

Wayne & Terry Snyder

Crawford Adjusters Canada Inc.

Lear Corporation Canada Ltd.

Lindsay & Louise Somerville

Crompton Co.

Linwood & District Lions Club

Dr. Donald Spink

Mary D’Alton

Michael J. Marshman

Sweeny & Co Architects

Neil & Heidi Davidson

Marion Martin

Donald S. Sykes*

Deer Ridge Charity Golf Tournament

Dr. Greg & Leslie Mason

Gerald & Susan Taylor

D’Arcy & Sandy Delamere

Gytis T. Matulus & Jean L. Hein

Ellen Todd

Steve & D’Arcy Farlow

Harvey Ian McIntosh

Anne Trussler

Gerald & Marg Finnen

McNeil Consumer Healthcare

David & Kitty Uffelmann

Nyle H. Futher

Miller Thomson LLP

Terry & Tatyanna van Lenthe

Mike & Dianne Galbraith

William A. Moeser*

Elizabeth Walter

Raymond T. Gibney*

Corinne Moffatt

Suzanna Walter & Michael Schmidt

Rodney N. Goetz

Stanley & Donna Nahrgang

Barb & Robert L.* Warren

Gowling Lafleur & Henderson LLP

Netwerx Media Solutions Inc.

Alistair & Alison Watson

Dorothy Greb

Ontario Die International

Don E.* & Catherine Weaver

Janice & John* Weber

We are honoured to be the charity of choice for many members of our community. Due to such generosity, the 2016 Donor List was too large to fit in this report.

Our donors are important to us, so a full listing of our 2016 supporters over $100 is available for viewing online at: www.kwcf.ca

Weber Supply Company Larry Williamson Duncan & Harriet* Winhold Stephen Lindt & Diane B. Wolfenden Words Worth Books Limited John & Julie Wynen

accumulated donations

THANK YOU!

Estate of Pearl Weber

Dr. Peter & Judith Wyshynski Legacy Leaders

Anonymous (28)

Karen Scian

Brian & Irene Allison

Malcolm & Anne Shantz

Ellen Baynton Walker

William D. & Deen Smith

Urie A. Bender

John Thompson & Brenda McTearnen

Esther Bingeman Gascho

David P. Uffelmann

Fred and Dora Mae Blayney

Karin W. E. Voisin

Douglas G. Brock

Bob & Georgina Wagner

Alice E. Brown

Dennis & Beverley Watson

Mary Buhr

Rob & Michelle Way

Penny Cleaver

David J. Westfall

Carl & Joyce Heck John Hesse Gerald A. Hooper James Hummel Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen

*Deceased

Milne & Mary Louise Oakes

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

Alan Quarry Edward Rooney Irene Rooney Ross & Doris Dixon

forty

Donors who have indicated their support to The KWCF through Bequests, RRSPs, RRIFs, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance.

2016 grants forty one

2016 Grants Awarded Established in 1984, The Kitchener and Waterloo Community Foundation is one of over 191 community foundations in Canada today. We serve Kitchener, Waterloo and area, offering people a variety of ways to make a difference in our community through philanthropic giving.

Community Grants

Anonymous House of Friendship

African Canadian Association Waterloo Region Carizon Family and Community Services Child Witness Centre Of Waterloo Region Bridges to Belonging Waterloo Region Hospice of Waterloo Region KW Counselling Services Lutherwood Child & Family Foundation Mennonite Coalition For Refugee Support Sexual Health Options, Resources

& Education Centre Spinal Cord Injury Ontario Strong Start Charitable Organization The Food Bank Of Waterloo Region The Kitchener and Waterloo

Community Foundation The MT Space Women’s Crisis Services of Waterloo Region Barnraising Grants Region of Waterloo - Wellbeing

Waterloo Region Vital Grants Big Brothers Big Sisters of Waterloo Region The Working Centre Township of Wellesley - St. Clements

Recreation Services Board Township of Wilmot Waterloo Public Library Canada’s 150th Grants Big Brothers Big Sisters of Waterloo Region Township of Wilmot Strategic Grants Alternatives Journal (A\J) House of Friendship Immigration Partnership Fund for Syrian Newcomers*** Newcomer Grants Program African Community Wellness Initiative Gujarati Cultural Association of The Golden Triangle KW Patanjali Yoga ShamRose for Syrian Culture

9,500 48,500 70,000 78,464 57,500 75,000 50,000 25,000 27,500 7,000 12,000 25,000 105,000 20,000 8,050 40,000

Alex & Trish Brown Family Fund Community Support Connections Meals On Wheels and More Kinbridge Community Association Social Venture Partners Waterloo Region St. Mary’s General Hospital Foundation Stratford Shakespearean Festival of Canada Strong Start Charitable Organization United Way Kitchener Waterloo & Area Waterloo Region Family Network YMCAs of Cambridge & Kitchener-Waterloo Alex Schmidt Memorial Fund Carizon Family and Community Services Strong Start Charitable Organization

49,672 3,334 1,500 7,000 1,000 1,500 1,000 7,000 3,000 1,666 1,100 1,100

Art Investment Fund The Kitchener and Waterloo Community Foundation 1,260

30,000 30,000 30,000

Audrey and Gerald Moser Trust Carmel of St. Joseph KidsAbility Foundation KW Counselling Services St. Louis Parish St. Mary’s General Hospital Foundation

30,000 30,000

The Barry and Shirley Humphrey Fund St. Mary’s General Hospital Foundation

14,400

Brenda and Peter Hallman Family Fund Hospice of Waterloo Region Parkwood Mennonite Home Inc. Rockway Mennonite Collegiate Community Grants*** United Way Kitchener Waterloo & Area

6,100 3,300 200 28,350 7,200

7,500 15,000 20,000 10,000 200,000

4,000 3,000 4,000 4,000

Brian Fisher Family Fund The Brian Fisher Fund Canadian Red Cross Hockey Helps the Homeless K-W 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 Grand River Hospital Foundation United Way Kitchener Waterloo & Area Women’s Crisis Services of Waterloo Region

1,500 2,000 1,000 3,500 2,500

2,300 5,240 4,200 2,000 2,000 2,000 1,500

The David and Eleanor Yach Family Fund Carizon Family and Community Services Strong Start Charitable Organization

5,650 5,650

David Clare & Susan Ferne Bender Family Fund Grand River Hospital Foundation HopeSpring Cancer Support Centre House of Friendship KidsAbility Foundation Lisaard House

1,000 1,000 650 750 1,000

Dr. John D. Stewart Fund Community Grants***

6,000

Erb & Good Family Funeral Home Community Fund Immigration Partnership Fund for Syrian Newcomers***

3,100

Eric and Muriel Misch Family Fund KidsAbility Foundation Lisaard House The Food Bank Of Waterloo Region

2,667 2,667 2,667

The “50” Plus Team Fund Children’s Wish Foundation KidsAbility Foundation Nutrition for Learning

2,610 5,945 5,945

Florence Louise Marsland Fund KidsAbility Foundation Kitchener-Waterloo Symphony

6,700 6,700

Greater KW Chamber of Commerce Corporate Challenge Fund Immigration Partnership Fund for Syrian Newcomers*** From “A St. Jerome’s Boy” Fund Waterloo Education Foundation Inc.:

Queen Elizabeth Public School Waterloo Education Foundation Inc.:

Southbridge Public School Waterloo Education Foundation Inc.:

Wellesley Public School Waterloo Region Catholic Schools

Foundation Inc.: Resurection

Catholic Secondary School Waterloo Region Catholic Schools

Foundation Inc.: St. John’s Catholic School Waterloo Region Catholic Schools

Foundation Inc.: St. Paul Catholic School

2016 grants

DONOR ADVISED FUNDS

6,800

1,000 1,000 1,000 3,500 2,500 2,500

forty two

SMART & CARING GRANTS PROGRAM

2016 grants

Mr. Dave Fund Waterloo Education Foundation Inc.:

Queensmount Public School Harold and Gloria Chapman Family Fund Business And Education Partnership Of

Waterloo Region Grand River Conservation Foundation Grand River Hospital Foundation Immigration Partnership Fund for Syrian Newcomers*** Kitchener-Waterloo Symphony Lisaard House

forty three

Hartman and Brenda Krug Family Fund St. Mary’s General Hospital Foundation The Hilde English Memorial Fund Immigration Partnership Fund for Syrian Newcomers*** Kitchener-Waterloo Multicultural Centre The New Quarterly: Canadian Writers

and Writing University of Waterloo Wilfrid Laurier University Hughraine Fund Amnesty International Canadian Section Canadian National Institute for the Blind Canadian Warplane Heritage Elora Bethany Pastoral Charge Engineers Without Borders Canada Farm Radio International Guelph-Wellington Women In Crisis Hamilton Health Sciences Foundation Kitchener-Waterloo Symphony K-W Access-Ability Save the Children - Canada The Centre Wellington Food Bank The Leprosy Mission Canada The Ontario Educational Communications

Authority (TVOntario) UNICEF Canada World Federalist Foundation The Jim and Sandy Beingessner and Family Fund Chalice (Canada) Ed Video Media Arts Centre Equestrian Order of Holy Sepulchre of

Jerusalem Lieutenancy of Eastern Canada Grand Philharmonic Choir Grand River Conservation Foundation Guelph Youth Singers Junior Achievement of Waterloo Region Inc. KidsAbility Foundation Kitchener-Waterloo Art Gallery (KW | AG)

3,500

500 400 1,000 1,000 1,000 500 4,450 500 186 150 500 1,000 5,520 8,280 552 2,484 2,208 1,104 1,656 1,656 552 6,072 5,520 2,484 5,520 1,656 6,072 3,864

350 1,000 750 500 500 500 2,000 500 500

Our Lady of Lourdes Parish Right to Life Association of K-W & Area St. Jerome’s University The May Court Club Of Kitchener-Waterloo United Way Kitchener Waterloo & Area

2,000 200 5,000 500 1,000

The Jim and Sue Hallman Family Fund Erb Street Mennonite Church 1,000 Hockey Helps the Homeless K-W 2,000 Immigration Partnership Fund for Syrian 20,000 Newcomers*** John Howard Society of Waterloo-Welllington 2,000 Lutherwood Child & Family Foundation 2,000 Monica Place for Pregnant and Parenting Youth 2,000 Nutrition for Learning 2,000 Quest Life Skills Incorporation 1,000 Send ‘em Off Smiling 2,000 Silver Lake Mennonite Camp 8,000 The Working Centre 53,000 United Way of Cambridge and North Dumfries 2,200 John A. McLennan Family Fund Amici Camping Charity Grand River Hospital Foundation The Birnie Hodgetts Childrens Fund Waterloo Regional Down Syndrome Women’s Crisis Services of Waterloo Region

4,000 1,500 4,900 2,000 4,000

The John A. Pollock Family Fund 245,341 Cambridge & North Dumfries Community Foundation Cambridge Memorial Hospital Foundation Cambridge Symphony Orchestra Canadian Diabetes Association Community Living Cambridge Createscape Waterloo Region Grand River Conservation Foundation Grand River Hospital Foundation Junior Achievement of Waterloo Region Inc. KidsAbility Foundation Kitchener-Waterloo Art Gallery (KW | AG) Kitchener-Waterloo Symphony Lisaard House Nota Bene Baroque Players rare Charitable Research Reserve St. John’s Kilmarnock School St. Mary’s General Hospital Foundation The Perimeter Institute for Theoretical Physics University of Waterloo Waterloo Region Museum and Historic Site Wilfrid Laurier University Women’s Crisis Services of Waterloo Region Ken Murray Fund Guelph Chamber Choir Immigration Partnership Fund for Syrian Newcomers***

1,500 4,125

Kitchener-Waterloo Symphony Shaw Festival Theatre Foundation Canada Stratford Shakespearean Festival of Canada The Working Centre Three Centuries Festival - Elora Festival United Way Guelph Wellington Dufferin University of Guelph Wilfrid Laurier University Landmann Family Fund Bridges to Belonging Waterloo Region Business And Education Partnership Of

Waterloo Region Calcutta Rescue Canada Canadian Food For Children Emmanuel United Church Grand River Conservation Foundation Immigration Partnership Fund for Syrian Newcomers*** KidSport Canada - Ontario - KW Chapter K-W Access-Ability La Maison Bleue Lisaard House Lost & Found Theatre Inc. Mainline Theatre / Theatre Mainline oneROOF Parents for Community Living Kitchener -

Waterloo Inc University of Waterloo Waterloo Region Museum and Historic Site Lonsdale and Roberta Schofield Fund Grand River Conservation Foundation Immigration Partnership Fund for Syrian Newcomers*** Scouts Canada - Central Escarpment Council Marianne and Jim Erb Family Fund Bridges to Belonging Waterloo Region Shalom Counselling Services McMurtry Family Fund Big Brothers Big Sisters of Waterloo Region Engineers Without Borders Canada Grand River Conservation Foundation Immigration Partnership Fund for Syrian Newcomers*** YMCAs of Cambridge & Kitchener-Waterloo The Working Centre United Way Kitchener Waterloo & Area The Moe Norman Memorial Fund University of Waterloo Waterloo Regional Crime Stoppers

6,500 2,000 3,000 3,000 4,000 2,000 2,000 8,000 2,000 7,500 2,000 1,000 2,000 2,100 10,000 5,000 1,000 1,000 8,000 3,000 1,000 2,000 2,000 5,000 10,000 1,000 15,000 10,000 1,200 1,500 1,400 1,000 1,500 10,000 7,000 1,000 7,000 1,000 5,600

The Musagetes Fund Alternatives Journal (A\J) ArtsSmarts Waterloo Region CAFKA - Contemporary Art Forum Kitchener And Area Canadian Clay and Glass Gallery Community Music School of Waterloo Region Createscape Waterloo Region Kitchener-Waterloo Art Gallery (KW | AG) Kitchener-Waterloo Symphony Lisaard House MT Space Pat the Dog Playwright Development Centre rare Charitable Research Reserve Roseneath Theatre Sexual Health Options, Resources

& Education Centre - SHORE Centre The MT Space The New Quarterly: Canadian Writers and Writing The Perimeter Institute for Theoretical Physics THEMUSEUM University of Waterloo Nancy Borusiewich Fund Toronto Brigantine Inc. Ormston Family Fund Grand River Conservation Foundation The Working Centre Paul Kuntz Legacy Carizon Family and Community Services Immigration Partnership Fund for Syrian Newcomers*** YMCAs of Cambridge & Kitchener-Waterloo Lisaard House Waldenstrom’s Macroglobulinemia

Foundation of Canada Women’s Crisis Services of Waterloo Region The Robert Caldwell Fund Immigration Partnership Fund for Syrian Newcomers*** Lisaard House University of Waterloo

10,000 2,500 3,000 20,000 10,000 2,500 10,000 10,000 25,000 2,500 10,000 2,500 200,000 5,000 5,000 8,000 8,000 10,000 35,000 6,099 700 6,500 6,500 1,000 2,500 1,000 1,000 3,500 2,000 150 300 150

Rosalind & Dieter Kays Family Fund Lutherwood Child & Family Foundation St. Mary’s General Hospital Foundation

500 3,000

The Ryther Fund St. Paul’s University College

3,100

The Savvas & Lenia Chamberlain Fund Immigration Partnership Fund for Syrian Newcomers*** Sharon and Paul Good Fund Grace Lutheran Church Immigration Partnership Fund for Syrian Newcomers*** Lutheran Laymen’s League of Canada Victim Services of Waterloo Region The Spinnaker Fund Immigration Partnership Fund for Syrian Newcomers*** Steffensen Family Fund United Way Kitchener Waterloo & Area The TD Bank Financial Group Employees Endowment Fund Immigration Partnership Fund for Syrian Newcomers*** The Ted and Andrea Witzel Family Fund The Working Centre

11,100

872 1,000 1,000 1,000 49,600

14,000

2,000

1,800

3,650 3,650

The Urie A. and Dorothy M. Bender Endowment Fund House of Friendship

3,200

Victoria J. Suljak Memorial Fund Bereaved Families of Ontario - Waterloo Region City of Kitchener : Kitchener Ringette Association Sinai Health Foundation St. Anthony Daniel Church

Westfall and Hill Family Fund Community Support Connections Meals On Wheels and More Historic St. Paul’s Lutheran Church Pride Stables Westmount Golf Charity Fund Westmount Golf Charity Fund Community Grants*** Westmount Golf Tournament Charity Fund Community Grants*** 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

5,000 5,000 5,000 4,200

1,000 35,700 10,600 600

DESIGNATED FUNDS

University of Waterloo Research and Technology Park Activities Committee Fund City of Kitchener Kitchener Soccer Club

The Victoria D’Agostino Children’s Benefit Fund Kitchener-Waterloo Bilingual School Waterloo Education Foundation Inc. Waterloo Region Catholic Schools

Foundation Inc.

Walter and Florence Martin Endowment Fund Elmira Developmental Support Corporation

2016 grants

19,500 10,000 10,000 10,000

449 4,119 2,161

500 500 250 1,250

Amy Hallman Snyder Award Fund Lisaard House 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 Sexual Health Options, Resources & Education Centre - SHORE Centre Dorothy Shoemaker Literary Award Fund Kitchener Public Library Emmerton Fund Alzheimer Alzheimer Society Waterloo Wellington

1,300 18,400 5,300 7,300

5,300 900

Emmerton Fund Heart & Stroke The Heart and Stroke Foundation

1,000

Emmerton Fund Hospital Equipment Grand River Hospital Foundation

6,800

Emmerton Fund House of Friendship House of Friendship

900

Esther Bingeman Gascho Fund House of Friendship

2,400

The F. P. Schneider Memorial Fund Kitchener-Waterloo Symphony

4,300

forty four

The Motz Family Endowment Bridges to Belonging Waterloo Region Carizon Family and Community Services Child Witness Centre Of Waterloo Region Immigration Partnership Fund for Syrian Newcomers*** Mennonite Coalition For Refugee Support

2016 grants

The Howard G. Schneider Cancer Care Fund Grand River Hospital Foundation

3,000

The Immigration Partnership Fund for Syrian Newcomers Region of Waterloo - Immigration Partnership 613,421 Intentions of A and M Fund Carmel of St. Joseph

6,700

Murray Fried Fund City of Kitchener Scouts Canada - Central Escarpment Council

3,133 6,267

Retired Business & Professional Men’s Club of K-W Fund Junior Achievement of Waterloo Region Inc.

1,100

forty five

Rev. Carl & Jean Wagner and Family Fund Community Support Connections Meals On Wheels and More Lutheran Laymen’s League of Canada

500 500

FIELD OF INTEREST FUNDS

Carizon Family and Community Services KidSport Canada - Ontario - KW Chapter Our Place Family Resource and Early Years Centre University of Waterloo Music Fund Community Music School of Waterloo Region University of Waterloo - Faculty of Applied

Health Sciences

14,000 5,000 29,000 5,000 335 5,065

Ontario Endowment for Children and Youth in Recreation Fund Big Brothers Big Sisters of Waterloo Region House of Friendship KidsAbility Centre for Child Development KidSport Canada - KW Chapter The Hearing Foundation Of Canada YWCA Cambridge

7,500 6,535 5,000 11,064 10,000 4,000

Palliative Care Fund Lisaard House

11,000

School Sisters of Notre Dame Legacy Fund Bridges to Belonging Waterloo Region Victim Services of Waterloo Region

4,500 9,000

20,000 5,100

The Alice (Braley) Judges - Walter Judges Fund Ducks Unlimited Canada REEP Green Solutions Wilfrid Laurier University

5,000 5,475 5,725

Brush with Art Visual Arts Fund Createscape Waterloo Region

TD Canada Trust Merv Lahn Community Development Fund Junior Achievement of Waterloo Region Inc. St. Paul’s University College

1,800

George Cluthe Fund Bridges to Belonging Waterloo Region YMCAs of Cambridge & Kitchener-Waterloo

800 9,000

Waterloo Region International Plowing Match 1995 and 2012 Fund Cambridge Memorial Hospital HopeSpring Cancer Support Centre KidSport Canada - KW Chapter Lisaard House The Working Centre

6,000 900 3,000 3,600 3,200

The Waterloo Region Record Literacy Fund Strong Start Charitable Organization Waterloo Public Library

3,350 1,350

The Keith & Winifred Shantz Fund for the Arts Canadian Clay and Glass Gallery Createscape Waterloo Region Green Light Arts Kitchener-Waterloo Art Gallery (KW | AG) Kitchener-Waterloo Symphony Numus Inc. The MT Space University of Waterloo Uptown Waterloo Jazz Festival Inc. Lisa Schurter Memorial Fund KidSport Canada - KW Chapter The Lyle S. Hallman Fund Bridges to Belonging Waterloo Region Business And Education Partnership Of

Waterloo Region

46,000 1,800 3,000 10,000 30,000 5,000 1,000 31,000 5,000 300 8,400 2,500

The Waterloo Region Record - Lyle S. Hallman Foundation Kids to Camp Fund Big Brothers Big Sisters of Waterloo Region Camp McGovern City of Kitchener Conrad Grebel University College Evergreen Christian Ministries Extend-A-Family Waterloo Region Great Big Theatre Company Hidden Acres Mennonite Camp and Retreat Centre

3,000 5,000 12,942 3,520 580 3,200 377 2,840

House of Friendship Junior Achievement of Waterloo Region Inc. Kitchener-Waterloo Art Gallery (KW | AG) Pride Stables rare Charitable Research Reserve The Navigators of Canada Waterloo Community Arts Centre Waterloo Mennonite Brethren Church Wilfrid Laurier University YWCA Kitchener Waterloo

2,853 1,000 2,200 3,735 1,050 1,444 1,880 2,350 1,400 2,500

The Woolwich Community Fund Big Brothers Big Sisters of Waterloo Region Hospice of Waterloo Region Junior Achievement of Waterloo Region Inc. Kitchener-Waterloo Symphony

3,000 2,500 700 2,600

The Woolwich Community Fund - Fountain of Memories Award Junior Achievement of Waterloo Region Inc.

1,800

Youth Advisory Council (YAC) Fund Youth and Philanthropy Initiative Canada

1,900

STUDENT AWARD FUNDS Big Brothers of Kitchener - Waterloo Promise Scholarship Fund Big Brothers Big Sisters of Waterloo Region France-Anne Sweeny “Making a Difference” Fund Cambridge Self-Help Food Bank Canadian Cancer Society - Waterloo Region Unit Canadian Red Cross Carleton University Conestoga College Mac Voisin Scholarship Series FIRST Robotics Canada Free The Children KidsAbility Foundation Kitchener-Waterloo Humane Society Lions Foundation of Canada Dog Guides McMaster University Monica Place for Pregnant and Parenting Youth Ontario Brain Injury Association Ontario College of Art & Design Pride Stables Ray of Hope Inc. Sick Kids Foundation Sunnyside Home Foundation The Heart and Stroke Foundation The Samaritan Foundation The Theatre Centre Toronto UNICEF

500

100 200 100 1,000 1,000 100 100 100 100 100 2,000 100 100 1,000 100 100 100 100 100 100 100 100

The John R. Robins Fund Humber College University of Western Ontario Wilfrid Laurier University

1,700 1,700 1,300

The Kitchener Rangers Hockey Club Scholarship Fund Carleton University Conestoga College Institute of Technology

& Advanced Learning Fanshawe College of Applied Arts

& Technology The Sir Sandford Fleming College of Applied

Arts and Technology The Georgian College of Applied Arts

and Technology McGill University McMaster University Niagara College of Applied Arts

and Technology Ryerson University Tyndale University College & Seminary University of Waterloo The Mac Voisin Scholarship Series Conestoga College Mac Voisin Scholarship Series NHLPA Dan Snyder Memorial Student Award Fund Conestoga College Mac Voisin Scholarship Series University of Guelph University of Waterloo Wilfrid Laurier University

1,700 3,550 600 600 1,700 600 1,200 600 9,000 600 3,600 2,800

2016 grants

1,000 1,000 1,000 1,000 1,000 100 100 100

CHARITABLE ORGANIZATION ENDOWMENT FUNDS Anselma House Endowment Fund Big Sisters Endowment Fund Child Witness Centre - Balsillie Endowment Fund Grand River Conservation Fund 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 Lions Foundation of Canada Dog Guides Parents for Commuity Living Robert Denomme Fund Scouts Canada - North Waterloo District

Endowment Fund St. Mary’s General Hospital Foundation Physician’s Endowment Fund The Kitchener and Waterloo Community

Foundation Operating Endowment Fund The Kitchener-Conetoga Rotary Dream

Home Fund The United Way Forever Fund The Uptown Waterloo Jazz Festival

Endowment Fund WPL Endowment Fund WPL Summer Reading Club Fund YWCA Endowment Fund YWCA Mary’s Place Fund Zonta Club of Kitchener Waterloo Fund TOTAL

1,200 1,200 1,200

3,500 2,000

The Walter A. Bean KWCF Scholarship Fund University of Waterloo

3,900

***

1,500 1,600 600 1,600 32,100 5,000 1,400 3,300 2,200 3,600 6,000 24,643 91,600 1,800 5,900 2,800 31,900 38,700 1,300

3,571,148

1,200

R. Jack Middlemass Memorial Scholarship Fund Huntington University Wilfrid Laurier University

1,300 2,500 2,200

Grant Disbursement transferred to support the specified fund held at The KWCF. The grant amount is included in the specified fund total.

forty six

University of British Columbia University of Guelph University of Toronto University of Waterloo University of Western Ontario Waterloo Education Foundation Inc. Waterloo Region Catholic Schools Foundation Inc. Woolwich Recreational Facility Foundation

2016 financial results

2016 FINANCIAL RESULTS We u n d er s t a n d t h e a mo unt o f t rust p lace d wit h us and take that re s p o n s i b i l i t y s er i o u s ly. Th e K WC F Bo ard o f Dire ct o rs is com mitted t o re p res en t i n g o u r c ommunit y’s int e re st s, se tt ing dire ction, and m on i t o r i n g Th e Fo u n d at io n’s o p e rat io ns. We are p leased to report that t he o w n e d a s s et s o f Th e Fo undat io n no w ap p ro ach t h e $75M mar k.

forty seven

The KWCF Investments In 2016, The KWCF’s return on pooled investment funds was 8.1% versus the benchmark return of 8.0%.

(The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the TMX Universe Bond Index, and the TMX 91-day Treasury Bill Index).

We are pleased to report that over the past 10 years our portfolio has averaged 7.3%, and since inception in 1984, The KWCF’s investment return has averaged 9.7%.

Investment Returns (%) 20 15 10 5 0 -5 -10

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2016 financial results

Did you know?

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 asset-mix targets:

30%

Canadian equity

Global equity

The KWCF’s investment goals are to Investment Asset-Mix Targets For Investment Portfolio, December 2016

• Support the mission and principles of The KWCF, •

Manage the assets in the investment portfolio to achieve a total rate of return over the longer term that allows the organization to cover grant obligations and operation expenses, and to

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

40%

Fixed income, cash & short term

forty eight

30%

2016 financial results

2016 Assets by Fund Type

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 and/or programs of The KWCF. We are pleased to report that annual donations for 2016 exceeded $1.3M.

Total Donations Received (000’S)

forty nine

Endowed

5,000

Funds For Distribution

Operating

Community Fund

4,287

4,000

3,444

2,823

3,000

1,380

1,352

2,000 1,000 0

25.7%

2012

2013

2014

2015

Donor Advised Funds

44%

Community Fund

25.7%

Field of Interest Fund

14.5%

Charitable Organization Endowment Fund

10.2%

Designated Funds

3.0%

Student Awards

2.3%

Funds for Distribution

0.3%

2016

What does this mean?

The KWCF is able to leverage only 25.7% of our assets to support those issue areas that have the greatest need.

Grants Awarded Across All Funds

Our granting trend over the past five years has resulted in small annual increases despite the market downturn in 2011. This was due to the establishment, several years ago of Stabilization Reserves for our funds to preserve past year’s earnings for future granting requirements.

In 2016, 100% of the Community Fund Grants were able to be directed to the top four priority areas as identified in the WRVS Priority Report.

When looking at grants from all funds including the aforementioned, just under 85% of grants were able to support those same areas.

84.5%

Granting History (000’S)

of all grants supported the top 4 priority areas

Funds For Distribution

4,000

3,000

2,137 2,305

2,903 2,987

3,571

fifty

Endowed

Getting Started*

49.0% 12.9% 11.9% 10.8%

Learning

6.1%

Belonging & Leadership* Health & Wellness* Arts & Culture* Environment

2,000

Gap Between Rich & Poor Safety

1,000

0

Work

2012

2013

2014

2016 financial results

Granting

2015

2016

7.1% 1.0% 1.0% 0.3%

* 2016 Waterloo Region’s Vital Signs® Priority Areas

2016 financial report

2016 FINANCIAL REPORT The Kitchener and Waterloo Community Foundation Condensed Financial Statements Condensed Statement Of Financial Position As Of December 31, with comparative information for 2015 ASSETS Investments At Market Value [Note 1] Other TOTAL ASSETS

2016

2015

73,730,896 1,233,422 74,964,318

71,603,064 1,644,132 73,247,196

563,424 230,853 794,277

240,017 248,840 488,857

268,543 73,659,766 241,732 74,170,041 74,964,318

536,283 71,944,189 277,867 72,758,339 73,247,196

2016

2015

1,380,850 5,318,541 279,492 49,787

3,444,261 4,676,065 226,144 49,718

7,028,670

8,396,188

3,571,147 2,045,821

2,987,285 1,599,259

LIABILITIES AND FUND BALANCES

fifty one

LIABILITIES Grants Payable and Other Liabilities Deferred Revenue TOTAL LIABILITIES FUND BALANCES Operating Fund Capital Fund Funds For Distribution TOTAL FUND BALANCES TOTAL LIABILITIES AND FUND BALANCES Non-owned Assets [Note 2] Condensed Statement of Operations Year ended December 31, 2016, with comparative information for 2015 RE V E N U E Donations Investment Income Other (Grant Income, Sponsorship, Etc.) Administration Fees E XPE N S ES Grants Operating Expenses

5,616,968

4,586,544

Excess Of Revenue Over Expenses

1,411,702

3,809,644

Fund Balances, Beginning Of Year

72,758,339

68,948,695

74,170,041

72,758,339

F U N D B A L ANC E S, E ND O F Y E AR

Note 1. Investments as of year end.

M A RK E T VALUE Bissett Core Equity Fund Connor Clark & Lunn Canadian Equity Fund A TD Emerald Canadian: Bond Pooled Fund Co re P lus Bo nd Po o le d Fund S h o rt -Te rm I nve st me nt Fund Walter Scott and Partners Global Equity Fund National Bank Correspondent Network Portfolio CO ST Community Forward Fund TOTAL

2016 Market Value

2015 Market Value

11,329,161 11,262,502

8,610,082 8,625,620

841,672 19,533,913 3,007,914 25,668,201 377,533

7,058,854 14,709,515 3,178,599 27,368,784 341,610

1,710,000

1,710,000

73,730,896

71,603,064

2016 Market Value

2015 Market Value

2,840,846 1,319,201 2,653,215 7,186,485

2,735,364 1,562,645 2,340,012 6,261,537

13,999,747

12,899,558

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:

The Catholic Community Foundation of Waterloo Region Fund THEMUSEUM Endowment Fund Conestoga College Institute of Technology and Advanced Learning Fund Cambridge & North Dumfries Community Foundation TOTAL

The audited financial statements for The Kitchener and Waterloo Community Foundation (Auditing firm of KPMG LLP), are available on our website at www.kwcf.ca or by mail.

Please call 519-725-1806 to request a copy.

2016 financial report fifty two

Condensed notes to The Kitchener and Waterloo Community Foundation Financial Statements

our foundation staff fifty three

Back (L-R): Linda Shortt, Devin Petteplace, Bethan Llewellyn, John Bowden, Sarah Witmer, Lizz DiCesare Front (L-R): Meryem Ortanca, Shannon Weber, Stephen Swatridge, Rochelle Benoit and Erika Ymana

2017 FOUNDATION STAFF Stephen Swatridge

John Bowden

Shannon Weber

Bethan Llewellyn

Interim - Chief Executive Officer sswatridge@kwcf.ca | Ext. 201

Director, Financial Services jbowden@kwcf.ca | Ext. 202

Director, Community Investments sweber@kwcf.ca | Ext. 204

Director, Foundation Services bllewellyn@kwcf.ca | Ext. 205

Devin Petteplace

Linda Shortt

Sarah Witmer

Rochelle Benoit

Lizz DiCesare

Executive Assistant dpetteplace@kwcf.ca | Ext. 207

Financial Services Coordinator lshortt@kwcf.ca | Ext. 208

Community Investments Coordinator switmer@kwcf.ca | Ext. 206

Marketing Coordinator rbenoit@kwcf.ca | Ext. 209

Office Services Administrator ldicesare@kwcf.ca | Ext. 210

jessica kropf GRANTS COMMITTEE CHAIR ENGAGE!KW ALUMNI

A MEMBER

OF THE

Phone

519-725-1806

Email

info@kwcf.ca

Website

www.kwcf.ca Registered with Canada Revenue Agency (#132170994 RR0001).

The Kitchener and Waterloo Community Foundation issues official receipts for income tax purposes.

COMMUNITY FOUNDATIONS OF CANADA