The KWCF 2012 Annual Report

Helping you make a lasting difference

Annual Report 2012A www.kwcf.ca

A Sincere Thank You For assisting with our auditing needs: KPMG LLP For assisting with our legal needs: Miller Thomson LLP For assisting with our need for office and meeting space: Ernst & Young Family & Children’s Services of Waterloo Region K-W Counselling Services Zehr Levesque Inc. For supporting a variety of important needs: Bobby O’Briens Charity Republic City of Kitchener City of Waterloo Cober Printing Cohen Highley LLP Communitech Conestoga College Institute of Technology and Advanced Learning Conestoga Mall Delta Hotel Denison Print Downtown Kitchener BIA Grand Valley Construction Association Hacienda Sarria

Hahn Rentals Igloo Software Ignite Charity Joseph’s Estate Wines KW Counselling Services Kitchener Public Library Kitchener Rangers Kitchener-Waterloo Art Gallery Larrek Investigation and Research Living Fresh LUCASWorks!

McCabe’s Irish Pub & Grill Minute Man Press Mosaic Counselling & Family Services NomNom Treats Peak Realty PMG Intelligence Quarry Integrated Communications Region of Waterloo School of Accounting and Finance, University of Waterloo The Cake Box The Event Firm Tim Hortons Tivoli Films Traces Screen Printing Ltd. Vision Screen Print Inc. Volunteer Action Centre Wagner Livock & Associates Walper Hotel

Waterloo Inn and Conference Centre Waterloo Region Museum Waterloo-Wellington Chartered Acountants Association WR Awesome Woolwich Memorial Arena For assisting us with media support: 570 News 91.5 The Beat CTV Southwestern Ontario CHYM FM CKWR DAVE FM Elmira Independent Exchange Magazine Faith FM Intrigue Media K-Fun Kitchener Post KOOL FM Rogers Television SNAP – Kitchener/Waterloo Waterloo Region Record Woolwich Observer

And a special thank you to our 2012 Sponsors!

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

The KWCF Annual Report is produced with the generous support of Quarry Integrated Communications Inc.

OUR MISSION

TABLE OF CONTENTS

The Kitchener and Waterloo Community Foundation improves the quality of life in Kitchener, Waterloo and area, now and for generations to come, by building community endowment, addressing needs through grant making, and providing leadership on key community issues.

1 A Sincere Thank You 2 Our Mission 3 Happenings Around Your Community Foundation 4 Leadership In Action 5 Our Volunteers 7 Building 9 Building Stories 11 Investing 13 Investing Stories 15 Leading 17 Leadership Stories 21 Funds – Market Value 24 Accumulated Donations 28 2012 Donations 31 2012 Grants Awarded 38 Charts 39 2012 Financial Results 41 Condensed Financial Statements 43 Your Foundation Staff

BUILDING

INVESTING

LEADING

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

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

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

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

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

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

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

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Greg Barratt, Board Chair

We Build. We invest. We Lead.

Rosemary Smith, CEO

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

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

In 2012 The KWCF was proud to announce the addition of the Community Forward Fund to it’s portfolio of investments alongside other foundations from across the Region and Ontario. The Board of Directors recognized the need to participate in mission related investing and that as an organization The Board of Directors recognized the need to participate in mission-related investing in the non-profit sector.

The Community Forward Fund helps The KWCF meet the changing needs of the non-profit section that The Foundation alone could not address. For more information on the Community Forward Fund visit their website at www.communityforwardfund.ca.

VOLUNTEER LISTING Board of Directors Greg Barratt , Chair David Brenneman , Vice Chair Vivian Zochowski, Past Chair David Calder Debbie Currie Edward D’Agostino Roger Farwell Dave Jaworsky Michael Klopchic Hulene Montgomery Jacqui Murphy Mike Murray Lynne Short Eric Strassburger Audit Committee David Calder , Chair Edward D’Agostino Brian Fisher Pat Forte Blaine Hertzberger Mark Walters Vivian Zochowski Engage! KW Committee Kourtney Beckman Tammy Bender Sarah Brown Megan Conway Mandy Dennison Taryn Graham Candi Harrington Jennifer Knight Bryn Ossington Matt Scobel Jason Shim Derek Weidl Kurt Wissent Russ Wong Jessica Wulff Erin Young

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We Build. We invest. We Lead.

Random Act of Kindness Day® Committee Candi Harrington , Chair Karl Allen-Muncey Marilena Benak Stacey Bartlett Ryan Connell Linda Dancey Enrique Espinosa Alexandra Hardy Nate Tedesco JR Waddell Grants Committee Penny Cleaver, Chair Peter Meier, Vice Chair Heidi Balsillie David Carter* Isabel Cisterna Carl Coelho Martin deGroot Carolyn Fitton Mary Ann Fleming Beverly Harris Rita Hemmerich Barb Hill Pari Karem Sonny Kumpf Sarah McNeil Kristine Schumacher Judith Stephens-Wells Jessica Stockie Ingrid L. Town Frances Tse Suzanna Walter Gillian Wells Sara Wilbur Andrea Witzel Tech Advisory Committee Steve Cross Brock Hart Matt Miller

Investment Committee Eric Strassburger, Chair Greg Barratt David Calder Jason Daly Dennis Huber Larry Murray Murray O’Brien Robin Stanton John Stilo Rick Vandermey Bryce Walker Vivian Zochowski Leadership Identification Committee David Brenneman, Chair Greg Barratt Cathy Brothers Penny Cleaver Mandy Dennison Jacqui Murphy Idrisa Pandit Stephen Swatridge Vivian Zochowski Professional Advisors Brian Fisher Kerry Long Eric Strassburger Youth In Recreation Committee Shirley Redekop , Chair Joyce Barker Debbie Dover Allan Enriquez Scott Harris Nadine Mueller Susan Quarry Lisa Sailor Karen Scian Marilyn Thiessen Amy Tupling Megan Van Kemenade Michele Way

For sharing their time, talent, and treasure: Tomasz Adamski Rachel Adema-Hannes Erin Bishop Conestoga College – Respect Reps Bre Creative Todd Cowan Lakhdeep Dhaliwal Amy Dussault Mark Garner Angie Hill Dale Howatt Jane Humphries Samantha Hurwitz Mike Farwell Scotty James Kitchener-Waterloo Art Gallery Michelle Krasovec Toni Lemon Dianne Llewellyn Omar McLean Jim Moss Nutrition for Learning Ingrid Pregel Sabrina Prudham REEP Green Solutions Rod Regier Ingrid Schiller Kate Short Smile Epidemic Heather Sinclair Sir John A. MacDonald Life Skills Class Strong Start The Working Centre – Multicultural Cinema Club THEMUSEUM Julie Thompson Victoria Hills Dance

Nominating Committee The Nominating Committee is mandated by The Kitchener and Waterloo Community Foundation’s Act of Incorporation and is responsible for appointing The Foundation’s Board of Directors.

Murray Costello, Chair, The Greater Kitchener Waterloo Chamber of Commerce Brenda Halloran, Mayor, The City of Waterloo Ken Seiling, Chair, Regional Municipality of Waterloo Daniela Seskar-Henci, Chair United Way of Kitchener-Waterloo and Area Carl Zehr, Mayor City of Kitchener *Deceased

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

Dr. David Carter

The Foundation knew Harold and his wife Gloria, as KWCF Fundholders of the Harold and Gloria Chapman Family Fund. However Harold’s gift to this community was not only through the support of local charitable organizations, but through his gift of time spent as a Councillor and volunteer.

He is a community leader that is missed by many.

David Carter was a man with a passion for his work, his students and for his community. For The KWCF, David was a partner, an advocate and a leader. His work with the University of Waterloo School of Accounting and Finance brought new resources and opportunities to The Foundation’s Community Fund grants committee. For his dedication of time and leadership we will always be thankful. His legacy lives on in the work that The Foundation continues to do thanks to his leadership.

Winifred Shantz

Betty Jones

Win was a skilled artist, passionate about her community, and above all a leader who inspired the arts community in Waterloo Region and beyond. Her support of the Clay and Glass Gallery, the Harbinger Gallery and patronage with many more helped to shine a light on the significance of arts in our community. The KWCF knew Win not only for her work in the arts and culture sector, but also for her philanthropy. With the future in mind, Win established the Keith and Winifred Shantz Fund for the Arts in 2012, ensuring her legacy of support lasted well beyond her years.

Betty Jones has been a long-time friend and volunteer of The KWCF, and of this community. Her giving soul made her a friend to so many and a supporter of not only The Foundation and the Women’s Probus Club of Kitchener-Westmount, but to a number of other local charitable organizations. Betty’s memory will live on with those who were lucky enough to call her friend.

www.kwcf.ca

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

Number of Funds

124

Number of Gifts

$4.3M Largest gift in 2012

$2M

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

We help connect them to the organizations and projects that are impacting the areas they care about most. If they’re not sure what area they’d like to support, we provide them with tools such as Waterloo Region’s Vital Signs to help inform and educate them on the key issue areas facing our community. And if they need some inspiration, we show them our newest philanthropic tool, the Centre for Community Knowledge, where they can see first hand what impact their support could have.

On the following pages you will learn about two very special couples, who approached The KWCF looking to make a lasting difference in their community, each in their own way.

To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The Kitchener and Waterloo Community Foundation to make a lasting difference in our community.

• We embrace partnerships • We build community assets and champion philanthropy • We learn and share what we know • We are responsive and accountable • We build community vitality

Building

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

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

Learn more about how you can make a lasting impact by visiting www.kwcf.ca.

In 2011, Muriel sought out the guidance of local Investment Advisor Eric Strassburger who also sits on the Board of The Foundation. Eric and his co-worker Kim Weber a trust advisor, encouraged Muriel to speak with current KWCF CEO, Rosemary Smith about what options were available.“I wanted to pay tribute to Eric’s contributions to the community and his desire to continue to support those initiatives he felt so strongly about,” comments Muriel.

“Eric was always involved in music as a church organist, and loved classical music. He also gave his time to Lutherwood, Habitat for Humanity and House of Friendship.”

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

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

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We Build. We invest. We Lead.

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

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

With their long and dedicated history of championing the arts, it’s no surprise that Keith and Win wanted their work to continue on long after their passing.

Rosemary Smith, CEO of The KWCF, “Win wanted to ensure that arts and culture in our community thrived for years to come. We’re honoured and proud to help make that vision a reality.”

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

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

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

www.kwcf.ca

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The Kitchener and Waterloo Community Foundation takes investing in the community seriously. Since 1984, your community foundation has been supporting local organizations through grant making, fostering relationships between community groups and highlighting those areas of the community that need the most support. # of Organizations supported (2012)

190

% of Grants in priority areas of WRVS

63%

Total Grants out to the community since inception

In 2012 The KWCF embarked on its first year of focused grant making. The purpose: to utilize the Foundation’s shift in priorities to have more impact with the grants we distribute out to the community.

The call for applications went out in the Fall, and past grantees and other local charities were invited to attend information sessions to learn about the new granting priorities: Arts and Culture, Getting Started (in this community and in life) and Health and Wellness.

Each of these streams support the over arching areas of Belonging and Leadership.

KWCF Staff worked with our Community Fund Grants Committee to select projects that demonstrated the ability to make lasting impact in one of the priority areas. You’ll read about some of the projects supported by The KWCF’s Community Fund, and the impact that The Foundation’s investment will have in our community, in the coming pages.

$29.5M

To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The Kitchener and Waterloo Community Foundation to make a lasting difference in our community.

• We understand our communities • We create opportunities for dialogue and inclusion • We grant for breadth and impact • We learn and share what we know • We are responsive and accountable

Investing

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

Enter KW Counselling Services.

For more information on the Bridging Resources program visit: www.kwcounselling.com.

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

The KWCF has been on board with this program from the beginning, and now KW Counselling is taking their support of these groups to the next level.

In addition to the essential needs that they are addressing such as meeting space, they are facilitating networking opportunities between the groups and the Bridging Resources Committee. This committee is a collaborative between KW Counselling Services and the KW Multicultural Centre, and works with new and existing leaders from the various multicultural groups to promote a sense of belonging in this community.

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

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We Build. We invest. We Lead.

Partnership Grows Food Education to New Heights Two unlikely partners have taken a passion for community building, environmental stewardship and sustainable food production and together have grown it into something spectacular.

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

“There are many advantages to this great project,” shares Rosemary Smith, CEO of The KWCF. “The community now has a garden less than three miles away from the downtown core and the produce is being sold to local restaurants that support buying locally grown food.” St. John’s Kitchen is able to incorporate the fruits and veggies as a part of their lunches so residents that use their services are also finding out about the benefits of fresh local fruits and vegetables.

Visit the Working Centre’s website at: www.theworkingcentre.org for more information on how to purchase your share!

When looking to expand and keep up with proper maintenance, the Working Centre sought out The KWCF for funding. The program ties in well with the new refined focus of the Community Fund, addressing two key issue areas, of Getting Started and Health and Wellness. “We were very excited to support this initiative” adds Smith. “When you see two organizations coming together to create such an impact in our community, it’s a great example of the power of collaborations.”

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

www.kwcf.ca

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Waterloo Region has a history of innovation, and despite its rapid growth, maintains a strong commitment to community.

The KWCF is proud to act as a catalyst to encourage discussion on key topics, ENGAGE FUTURE LEADERS IN PHILANTHROPY, AND WORK TOWARDS DEVELOPING A COMMUNITY WITH A SENSE OF BELONGING, WHERE everyone can truly make a lasting difference. # of Engage! KW Program Alumni

88

Total # of Kindness Krews

The KWCF has worked hard to engage the citizens of Kitchener, Waterloo and area to participate in our leadership initiatives, and 2012 was a year of firsts and a time of celebration for your community foundation.

The first Waterloo Region’s Vital Signs® Priority Report was launched in the fall alongside the announcement of our latest philanthropic tool, the Centre for Community Knowledge (CCK).

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The Engage! KW program reviewed its recruitment process and undertook a more robust program for our community’s emerging leaders. And Random Act of Kindness Day® celebrated it’s fifth anniversary, with a new lunch-time celebration of kindness.

# of profiles on the CCK

This and more is highlighted in the coming pages. If you want to learn more about any of our leadership initiatives, visit www.kwcf.ca.

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To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The Kitchener and Waterloo Community Foundation to make a lasting difference in our community.

• We build community vitality • We understand our communities • We create opportunities for dialogue and inclusion • We tackle pressing issues • We learn and share what we know

Leading

Connecting Philanthropists to Community Need The KWCF recognizes that knowing key areas of need in our community is only half the battle when trying to make a difference. The other half is knowing where and how local organizations addressing these needs require support.

The question often asked following the release of a Vital Signs report is ‘This is great information but, what’s next?

How can I make a difference?’

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

New organizations are joining the CCK every four months. Check out www.cckwr.ca often for new stories and the latest round of participants!

The CCK is funded by:

Through an extensive training program coordinated by The KWCF in partnership with Capacity Waterloo Region, local non-profits are given a page on the online CCK portal to reach out and tell their stories and connect with philanthropists who are looking to make a difference in our community. The training program focuses on three key areas: storytelling, video creation and platform updating.

Each of these areas, while critical to the success of the platform, also teaches the organizations transferrable skills that they can use outside of their work with the CCK. Following the training sessions, participating organizations are able to showcase current projects in need using video, photos and text. All projects address issues identified in the Waterloo Region’s Vital Signs report. They create dynamic and engaging web pages with all the information donors, volunteers or the public needs to know in a order to get involved.

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

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We Build. We invest. We Lead.

CELEBRATING 5 YEARS OF KINDNESS The message for Random Act of Kindness Day® (RAK Day) is simple; do something nice for someone and ask nothing in return except that they do something nice for someone else.

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

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

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

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

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

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

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

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

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

The release of the 2012 Priority Report closes the three-year cycle that began in 2010. Watch for the release of the new full Waterloo Region’s Vital Signs report in October 2013.

For more information on the Vital Signs project visit: www.wrvitalsigns.ca.

PRIORITY REPORT

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We Build. We invest. We Lead.

The report highlighted the community progress in the four key areas of belonging and leadership, arts and culture, getting started and health and wellness. The cities’ and Region’s support in arts and culture, our incredibly diverse population, along with our renewed focus on eating and buying fresh local foods are a few of the success stories we shared.

These achievements give us an opportunity to celebrate, but as in past, there is more to learn about how we, as a community, can improve.

The Priority Report illustrates a community where people have a declining sense of community belonging and feel like they are unable to make a difference.

Leadership in the non-profit and public sectors does not match the diversity of our community. Attendance at cultural events is low, often because the community is simply unaware of what’s going on, resulting in low ticket revenue and a strain on arts and culture organizations for funding. The report dives deeper into understanding the nature of these issues, and how they are connected.

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

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

With a renewed focus on storytelling, this past year included a diverse group of leaders that ranged in age, education level, community engagement and philanthropic activities. The 29 Engage! KW participants were split into six groups and were matched with local charitable organizations to address issues they are currently facing. This hands-on working project tackles issues currently facing these organizations. Mentored by alumni from last year’s Engage class, the groups worked with the non-profits to learn about the challenges. They worked together to determine creative solutions and present their findings back to the organization.

It has been a great learning experience for all and The Foundation has received positive feedback both from the Engage! KW participants and the organizations themselves about the benefits of this project.

Thanks to the local organizations that participated in the Engage! KW group project:

To learn more about the Engage! KW, visit The KWCF’s website at www.kwcf.ca and click on LEADING or call (519) 725-1806.

• The MayCourt Club • THEMUSEUM • The Family Centre • Pat the Dog • Capacity Waterloo Region • Centre for Community Knowledge The Foundation is proud of what the Engage participants are doing with the local nonprofits. No matter what challenges they faced, the groups pull together to find solutions, and have learned the value communication, problem solving and the opportunities that can arise when working with volunteers. The Engage! KW program is an integral part of the work we do to support this community. With skills developed through programs such as Engage!, the alumni will play a big part of the future of this Region.

www.kwcf.ca

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FUNDS Market value as of December 2012 The "50" Plus Team Fund 319,575.10 Alex Schmidt Memorial Fund 45,508.23 The Alice (Braley) Judges - Walter Judges Fund 358,133.39 Amy Hallman Snyder Award Fund 27,511.58 Ann Frank Fund 31,125.56 Anselma House Endowment Fund 26,997.12 Art Investment Fund 2,245.25 Audrey and Gerald Moser Trust 222,393.13 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund 11,559.75 Big Sisters Endowment Fund 53,082.28 Brenda & Peter Hallman Family Fund 666,863.15 The Brian Fisher Family Fund 164,546.89 The Brian Fisher Family Fund – Funds for Distribution The Christine Fisher Memorial Student Award Fund The Nancy Paul-Fisher Memorial Fund Brush with Art Visual Arts Fund 38,900.86 Bryce and Nancy Walker Family Fund 76,868.95 Canadian Clay and Glass Endowment Fund 402,799.73 The Charles E. Heller Fund 117,356.07 Child Witness Centre - Balsillie Endowment Fund 49,146.54 The Choices Fund 159,783.84 The David and Eleanor Yach Family Fund 250,249.19 David Clare & Susan Ferne Bender Family Fund 97,008.58 Dorothy Shoemaker Literary Award Fund 112,825.54 Dr. John D. Stewart Fund 110,053.05 Emmerton Fund 205,160.18 Erb & Good Family Funeral Home Community Fund 63,777.47 Eric and Muriel Misch Family Fund 79,192.17 Ernest Kendall Award Fund 26,104.67 Esther Bingeman Gascho Fund 51,841.16 The F. P. Schneider Memorial Fund 94,640.56 Florence Louise Marsland Fund 295,932.31 The Franbar Fund 308,425.11 France-Anne Sweeny "Making A Difference" Fund 200,999.51 France-Anne Sweeny "Making A Difference" Fund - Funds for Distribution From a St Jerome's Boy Fund 590.65 George Cluthe Fund 209,780.35 Grand River Conservation Fund 30,147.01 Harold and Gloria Chapman Family Fund 66,556.12 Hartman and Brenda Krug Family Fund 73,542.37 The Hilde English Memorial Fund 39,710.67 Homer Watson House & Gallery Endowment Fund 34,264.11 Hospice of Waterloo Region Endowment Fund 11,497.40 The Howard G. Schneider Cancer Care Fund 64,933.14 Hughraine Fund 786,621.63

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We Build. We invest. We Lead.

Intentions of A and M Fund 139,638.99 Jenkins Sauer Fund 21,444.85 The Jim and Sandy Beingessner and Family Fund 333,855.17 The Jim and Sue Hallman Family Fund 639,872.52 The Jim and Sue Hallman Family Funds for Distribution John A. McLennan Family Fund 274,077.32 The John A. Pollock Family Fund 5,189,907.89 The John R. Robins Fund 102,855.23 Junior Achievement Terry Burch Memorial Fund 34,154.73 Keith and Winifred Shantz Fund for the Arts 2,069,435.70 Ken Murray Fund 608,135.54 Ken Murray Fund - Funds for Distribution KidsAbility Foundation Endowment Fund 705,896.28 The Kitchener-Conestoga Rotary Dream Home Fund 224,395.27 The Kitchener Rangers Hockey Club Scholarship Fund 463,191.11 Kitchener Sports Association Legacy Fund 106,980.46 Kitchener Sports Association Legacy Fund - Funds For Distribution The KWCF Operating Endowment Fund 123,359.92 K-W Corporate Challenge Fund 146,465.46 Landmann Family Fund 878,205.59 Landmann Family Fund - Funds for Distribution Lions Club of Kitchener Community Service Fund 15,328.46 Lonsdale and Roberta Schofield Fund 553,660.59 The Lyle S. Hallman Fund 1,361,986.89 The Mac Voisin Scholarship Series 62,281.50 Marianne and Jim Erb Family Fund 59,175.65 McMurtry Family Fund 638,176.06 The Moe Norman Memorial Fund 142,733.55 The Motz Family Endowment 1,268,411.38 Murray Fried Fund 206,230.32 The Musagetes Fund 8,131,786.00 Music Fund 115,300.44 Nancy Borusiewich Fund 15,082.02 NHLPA Dan Snyder Memorial Student Award Fund 106,409.24 Ormston Family Fund 278,104.74 Palliative Care Fund 239,059.03 Parents for Community Living Robert Denomme Fund 69,345.20 Paul Kuntz Legacy 104,831.37 Paul Kuntz Legacy - Funds for Distribution R. Jack Middlemass Memorial Scholarship Fund 88,347.95 Retired Business & Professional Men's Club of K-W Fund 22,898.20 The Robert Caldwell Fund 11,980.32 Rosalind & Dieter Kays Family Fund 48,809.83 The Ryther Fund 66,723.35 The Savvas & Lenia Chamberlain Fund 239,169.23 School Sisters of Notre Dame Legacy Fund 290,506.70 Scouts Canada - North Waterloo District Endowment Fund 46,665.92

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

Sharon and Paul Good Fund Social Venture Partners Waterloo Region Fund Social Venture Partners Waterloo Region Grant Fund Social Venture Partners Waterloo Region Operating 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 TD Canada Trust Merv Lahn Community Development Fund The Ted and Andrea Witzel Family Fund True Sport Fund United Way United Way Capacity Fund United Way Families and Children Fund United Way Rod Cleaver Memorial Fund United Way Seniors at Risk Fund United Way Strip Bond – Rod Cleaver Memorial Fund United Way Susan Harkins Innovation Fund University of Waterloo Research and Technology Park Activities Committee Fund Unsung Hero's Fund The Uptown Waterloo Jazz Festival Endowment Fund The Urie A. and Dorothy M. Bender Endowment Fund The Victoria D'Agostino Children's Benefit Fund The Victoria D'Agostino Children's Benefit Fund – Funds for Distribution Wagner Livock Fund The Walter A. Bean KWCF Scholarship Fund The William Roberts Family Fund The Woolwich Community Fund Fountain of Memories Award Walter and Florence Martin Endowment Fund Waterloo Region International Plowing Match 1995 Fund Waterloo Region Record Literacy Fund The Waterloo Region Record - Lyle S. Hallman Foundation Kids to Camp Fund Waterloo Region Resiliency Fund Westfall and Hill Family Fund Westmount Golf Club Charity Fund Westmount Golf Tournament Charity Fund Westmount Golf Club Charity Fund – Oktoberfest Charity Pro-Am Golf Tournament Fund WPL Endowment Fund WPL Summer Reading Club Fund Youth Advisory Council (YAC) Fund Youth in Recreation Fund - Ontario Endowment for Children and Youth in Recreation Fund

58,570.94 100,293.02

The YWCA Fund The YWCA Mary’s Place Fund

1,097,758.63 78,277.45

The Community Fund

274,599.52 41,163.84 541,563.17 39,474.96 47.77 1,794,207.86

87,092.16 23,918.79 34,514.58 70,477.88 130,792.49 25,549.40 83,194.12 12,585.84 217,023.45 107,124.18 317,933.68 102,929.14 1,756.94

Total Community Fund Community Fund Stabilization Fund Community Fund Strategic Granting Fund

Named Funds in the Community Fund Dare Family Trust A. Edward Johnson BF Goodrich Foremen’s Club Keith Shantz Memorial Fund J.T. “Sam” Hill Fund Roy Ellsworth Jefferson Estate Fund Trillium Estates Limited Fund Brian & Irene Allison Fund Roland & Dae Harris Fund Gary F. Parker and Family Fund Kitchener Mayor and Council Fund Ross Edward Hahn Ross Arthur Bergey Ronald and Mabel Dalton Fund Jonas Bingeman Fund Gordon A. MacKay Fund M. Grace Schmidt Fund Howard Jasper Fund John M. Harper Fund Deer Ridge Golf Club Endowment Fund Pearl Weber Estate Keith and Bobbie Gummow Fund The William D. and Deen Smith Fund Robert Warren Learning Legacy Fund

1,498,123.91

14,862,584.78

1,435,000 843,100 285,226 200,000 165,720 137,886 70,000 42,264 40,200 33,115 25,835 21,520 15,000 13,950 10,832 10,229 10,000 5,568 5,525 5,000 5,000 2,950 2,300 497

20.34 252,193.63 625,343.14

187,776.51 41,827.04 951,412.29 www.kwcf.ca

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DONORS Accumulated Donations to December 31, 2012 – 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. *Deceased Donations over $10,000,000 Michael Barnstijn & Louise MacCallum Donations over $5,000,000 John A. & Joyce Pollock Donations over $1,000,000 Anonymous Dare Family Trust Jim & Sue Hallman Lyle S. Hallman* Estate of Keith M. Shantz United Way of Kitchener Waterloo & Area YWCA of Kitchener Waterloo Donations of $500,000 - $999,999 Anonymous Brenda & Peter* Hallman Estate of A. Edward Johnson Donald S. McMurtry & Gloria J. Howe Kenneth G. Murray Vermont Community Foundation Donations $250,000 – $499,999 Anonymous Jim & Sandy Beingessner BF Goodrich Foremen’s Club Ann E. Bradley Alex & Trish Brown Canada Trust Merv Lahn Community Development Fund Canadian Clay & Glass Gallery Dr. Savvas & Lenia* Chamberlain 23

We Build. We invest. We Lead.

Economical Insurance Group Barry & Shirley Humphrey Estate of Walter Colin Judges KidsAbility Foundation Kitchener Rangers Hockey Club Florence L. Marsland* Margaret A. Motz Paul J. & Catherine Motz Notre Dame Foundation Inc. Ontario Endowment for Children & Youth in Recreation Lonsdale* & Roberta Schofield Gert & Jean Steffensen Waterloo Region International Plowing Match Committee Westmount Golf & Country Club Donations $100,000 – $249,999 Anonymous (3) David Clare & Susan Ferne Bender Alice E. Brown Canada Trustco Mortgage Company Estate of George Cluthe Cober Evolving Solutions Community Foundations of Canada Estate of Thelma Emmerton Estate of Murray Fried Greater Kitchener-Waterloo Chamber of Commerce Estate of Charles Heller J.T. (Sam)* & Jane Hill Estate of Roy Ellsworth Jefferson Irma Karley* Kitchener-Conestoga Rotary Club Paul Kuntz* John & Carla McLennan Gerald P. & Audrey* Moser Estate of Murray H. (Moe) Norman Marguerite & Ian C. Ormston* Frederick P. Schneider* Winifred Shantz* Dorothy Shoemaker* Dr. John D. Stewart Sun Life Financial Trillium Estates Ltd.

Waterloo Public Library Waterloo Region Record David J. Westfall David & Eleanor Yach Donations $50,000 – $99,999 Anonymous (2) “50” Plus Team Rick Barfoot & Patricia Cooper Barfoot Collin G. Baxter Walter A. Bean* Urie A. & Dorothy M.* Bender William J. Bernhardt Harold & Gloria Chapman Brian Fisher Family Paul & Sharon Good Keith Gummow Kitchener Sports Association Hartman H. L. & Brenda Krug Dr. Desta Leavine Estate of Stella Mann Manulife Financial Walter Martin Beverley L. Middlemass Eric* & Muriel Misch Oktoberfest Charity Pro-Am Golf Tournament Charles M. W. Ormston John H. & Janet Panabaker Planned Parenthood Waterloo Region RBC Investments Estate of John R. Robins Irene Rooney Ross & Doris Dixon Charitable Foundation Betty Schneider French Spaenaur Inc. St. Mary’s General Hospital Foundation Estate of Eva Gladys Stoltz TD Bank Financial Group Toronto Community Foundation University of Waterloo – Research+Tech Park Activities Committee Bryce & Nancy Walker Estate of Ruth Werlich William H. Kaufman Inc.

Donations $25,000 - $49,999 Brian & Irene Allison W. Donald Bean Big Brothers Big Sisters of Kitchener Waterloo & Area J.F. Brooke Ted & Mary Brough Brush With Art Committee David & Lina Caputo City of Kitchener Conestoga College Mac Voisin Scholarship Series Erb & Good Family Funeral Home Jim & Marianne Erb First Echo Group Inc. Jack & Margaret Forbes Ralph & Phyllis Forbes Esther E. Gascho Grand River Conservation Foundation Wendy Hallman Estate of Roland A. Harris Susan Harkins* Homer Watson House Foundation Junior Achievement of the Waterloo Region Inc. Dr. Dieter & Rosalind Kays Estate of Henry Knell Gordon A. Mackay* Mark-Milne Inc. Mersynergy Charitable Foundation William & Doreen Motz Dr. Peter H. Nash* & Ann Frank Ormston Family Charitable Foundation Estate of Marguerite Ormston Gary F. & Susan Parker Estate of Helen I. Pollock Sandra A. Reid Estate of Ida K.I. Sanford Scouts Canada - North Waterloo District Peter & Elizabeth Sims Paul Sweeny & Marie-Josée Boily Sweeny Dr. David Taylor Uptown Waterloo Jazz Festival Inc. Karin Voisin

The Walter Bean Grand River Community Trails Foundation Stanley R. Weber Ralph & Hazel Westfall Ted & Andrea Witzel The Woolwich Community Fund Zehrs Markets Ltd. Donations $10,000 – $24,999 Anonymous John S.* & Marjorie Acheson Anselma House Robert M. & Judith Astley ATS Automation Tooling System Inc. Jim & Heidi Balsillie Bell Canada Estate of Ross Arthur Bergey Dora Bingeman Bingemans Inc. Dr. Michael & Gay Booth Boston Pizza Foundation Douglas G. Brock Budd Canada Inc. Centre For International Governance Innovation Child Witness Centre of Waterloo Region Anthony Christie Penny Cleaver Cora Group Inc. Matthew Cowan & Inga Rinne Steven & Sandra Currie Edward and Martha D’Agostino Ronald & Mabel Dalton Leo & Laura Del Bel Deloitte Peter & Gisele Denommé Dorothy M. Elliott Kevin & Teresa Elop Dr. John R. & Hilde* English Equitable Life of Canada Fashion Show Funds, Ontario Endowment for Children & Youth Michael & Carol Ann Fitzpatrick Patrick J. Flynn

Mike Forristal Robert D. Frank 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 Richard & Penny Hobson Gerald A. & Margie Hooper David & Judy Horman Dr. Roderick & Alberta Jack Timothy J. Jackson Howard* & Pat Jasper Wilfred & Cathie Jenkins Arthur & Anna Jones Ernest Kendall* KidsAbility Centre Robert M. Kilborn Kitchener Beverages Ltd. Kitchener Waterloo Civitan Club KPMG Foundation Mary & Robert* Kuntz Myra Lahn Gary Levene & Deborah Eisenberg Lions Club of Kitchener David & Janice MacIntosh Jonathan MacNaughton Richard Manning & Holly Harkins Manning Maple Leaf Consumer Foods Inc. Adam & Noreen Marchand Mark Eamer Professional Corporation Margaret & Larry Marsland Bruce Martin John* & Mary Ann Martin Keith Martin & Jackie Hatherly-Martin Timothy & Nora Martin Mark & Helen McArdle Richard G. Meunier www.kwcf.ca

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Paul & Lucille Mitchell Gary & Karen Mottershead Jacqui Murphy Dr. Warren & Mary Ober Oldfield, Greaves, D’Agostino Ontario Plowmen’s Association J. Terence* & Margaret Osbourne David Paleczny & Mary Reynolds John & Ruth Pratten Ingrid Pregel Programmed Insurance Brokers Alan & Susan Quarry Philip & Carole Rason James F. Robertson Brian & Mary Ann Ruby Estate of Martha Grace Schmidt Edward W. Schooley Schorn Consultants Inc. Estate of Carol Winifred Shields Glenn E. Smith Daintry Snyder Jeffrey D. & Jean Stacey Bryan D. & Joan Stewart Robert L. Strouth* The Regional Municipality of Waterloo Elizabeth & Keith* Thomas Bertha K. Thompson United Way of Cambridge and North Dumfries Lorne Underwood* Frank Voisin Mac Voisin Wagner Livock & Associates Financial Services Inc. Karl H. Wahl* Waterloo Lions Club Waterloo Manufacturing Company Ltd. Tracey Weiler Nola Young Ziggy’s Cycle & Sport Ltd. Vivian Zochowski

25

We Build. We invest. We Lead.

Donations $5,000 - $9,999 Randy Adams Steve & Vera Aldersley BDO Dunwoody LLP G. Robert & Noreen Blake BLM Group Inc. BMO Employee Charitable Foundation T. Larry Bourk Ed & Eleanor Brubaker David & Millie Buehlow R.M. Buie Robert C. Caldwell William S. Carter Chubb Insurance Company of Canada Cloverleaf Charitable Foundation Horace & Rita Coelho Coldwell Banker Peter Benninger Realty Conestoga-Rovers & Associates Ltd. Manfred & Penny Conrad Cowan Benefits Consulting Don* & Marilyn Craig Crawford Adjusters Canada Inc. Crompton Co. Mary D’Alton Eleanor M. Davidson Deer Ridge Charity Golf Tournament Steve & D’Arcy Farlow Nyle H. Futher Mike Galbraith Raymond T. Gibney* Rodney N. Goetz Lloyd & Linda Gower Gowling Lafleur & Henderson LLP Dorothy Greb Arthur H. Hahn Jac N. & Kusum Hanemaayer Estate of Martha M. Hauck Donald Haycock H.B. Gordon Education Foundation William R. Henderson Pat & William* Herzog

James & Sandra Hill Hi-Tech Hockey League Hogg Fuel & Supply Imasco Limited Joseph E. Seagram & Sons Ltd. James & Lee Kay John Kendall David Kerr Kitchener - Waterloo Oktoberfest – Oktoberfest Haus Iain Klugman Carl* & Jean Knell Jim & Heather Lackner George W. Lange Lear Corporation Canada Ltd. Linwood & District Lions Club Michael J. Marshman Marion Martin Harvey Ian McIntosh Ian McLean McNeil Consumer Healthcare Miller Thomson LLP William A. Moeser* Lori Morin Kevin P. Mullan Netwerx Media Solutions Inc. Ontario Die International Ontario Seed Co. Limited Avvey Peters & David Drewe Thomas & Margot Pick Pollock and Williams Limited Ronald Pond Retired Business & Professional Men’s Club Richard Ivey Foundation Gordon & Jean Riedlinger Trent Robinson Craig Robson Frank Rovers Royal Trustco John W. Rumpel

S-S Technologies Edward G. Schafer Ron Schwark Karen Scian S.G. Cunningham (Kitchener) Limited Rosemary W. Smith Harold F. Snyder* Wayne Snyder Lindsay & Louise Somerville Dr. Donald Spink Donald S. Sykes* Gerald & Susan Taylor Ellen Todd Anne Trussler David P. & Kitty Uffelmann Scott Uffelman Terry & Tatyanna van Lenthe Elizabeth Walter Don E. Weaver* Janice & John* Weber Estate of Pearl Weber Weber Supply Company Larry Williamson Words Worth Books Ltd. Legacy Leaders Donors who have indicated their support to The KWCF through Bequests, RRSP’s, RRIF’s, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance.

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

Mary Buhr Penny Cleaver Keith Gummow Carl & Joyce Heck Gerald A. Hooper James Hummel Owen Lackenbauer Gordan A. Mackay* Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen Milne & Mary Louise Oakes Alan Quarry James F. Robertson Edward Rooney Irene Rooney Ross & Doris Dixon Charitable Foundation Karen Scian William D. & Deen Smith John Thompson & Brenda McTearnen David P. Uffelmann Karin W. E. Voisin Bob & Georgina Wagner Trust Dennis & Beverley Watson Rob & Michele Way David J. Westfall

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

*Deceased

www.kwcf.ca

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2012 Donations Hundreds of people from all walks of life donate to The Kitchener and Waterloo Community Foundation each year. These generous gifts enable The Foundation to support the important work being done by our local charitable organizations.

The following are donations received in 2012 of $100 and over.

Advanstar Communications Inc. Brian J. & Irene Allison Peter & Mary Angus Paul & Marlene Atkinson Avison Young Commercial Real Estate Rick Barfoot & Patricia Cooper Barfoot Greg Barratt Wendy Beckett Belwood & District Lions Club Bingemans Inc. Dr. Jack Bishop BlackBerry Blackwell Bowick Partnership Robert & Noreen Blake Eric Boily R. Lessard Boily Dr. Michael & Gay Booth Boston Pizza Foundation Donald J. Bourgeois & Susan Campbell James & Jane Breithaupt Douglas G. Brock Edward H. Brough Alex & Trish Brown Alice E. Brown Brush With Art C.R.A.F.T Development Robert C. Caldwell Carolyn Calwell Camino Modular Systems Canadian Clay & Glass Gallery Lina & David Caputo William S. Carter Michael Casselman Bernadette Celi Gordon W. Chambers

27

We Build. We invest. We Lead.

Richard & Patricia Chambers Christopher Chapman Dwayne & Kimberly Chapman Child Witness Centre Of Waterloo Region Robert Clark Philip & Kay Clarke Penny Cleaver Cober Evolving Solutions Horace & Rita Coelho Community Foundations of Canada Deborah M. Currie Steven & Sandra Currie Joe Curto Lucille M. D’Agostino Paul Dahmer Danby Products Limited Eleanor M. Davidson Sara Davies D’Arcy & Sandy Delamere Peter & Gisele Denomme Rick & Chris DeVrye Ali Di Santi Downtown Kitchener BIA Dr. Arnold Fleming Dentistry Professional Corporation Eastern Construction Company Jennifer Edwards Rob Edwards Dr. W. David & Gail Ellis Kevin & Teresa Elop Craig Emptage Wayne Emptage Energy Advantage Walter Enns Jim & Marianne Erb Evenholme Investments Glenn Faucher FHA Inc. Steve Finlayson Gerald & Marg Finnen Brian Fisher Family Mike Farwell

Michael & Carolyn Ann Fitzpatrick Kris Fletcher Patrick & Noreen Flynn Glenn & Brenda Foden John R. Foster Raymond Fowler Robert D. Frank Vera Gaffney-Aller Ann Galea Esther E. Gascho Don & Beth Gayman George & Asmussen Limited Masonry Contractors Peter Giffen Ian & Dianne Gilchrist Graham & Joyce Gladwell Rodney N. Goetz Mark Goliger Christopher Govan Government of Canada Greater Kitchener-Waterloo Chamber of Commerce Valerie K. Grist Mark & Jenny Guibert H.B. Gordon Education Foundation H M Advisors Inc. Murray & Merle Haase Jim & Sue Hallman Brock Hart Paul G. Haslam Robert Heer Paul & Rita Hemmerich James & Sandra Hill Jane G. Hill John & Rosalind Hobson Gerald A. Hooper Christopher R. Howlett Julien Hradecky Dennis Huber Sharon Humphrey Huron Perth Centre Suzanne Hyatt Charles & Pam Irwin

Dr. Roderick N. & Alberta Jack Timothy J. Jackson & Jane Arnold Dave Jaworsky Wilfred & Cathie Jenkins David John Arthur E. & Anna Jones Jim Kelly David Kerr Jennifer King & Christopher McIntyre Kitchener Sports Association Matt Koivu Roman Kowalczyszyn Karin & Paul* Kuntz Owen & Ollie Lackenbauer Larry Lantz Dr. Desta F. Leavine Barbara Lindsay Linear International Footwear Richard W. Lishman Tom Little Robert Loney Kerry Long Lyle S. Hallman Charitable Foundation David A. & Janice MacIntosh Jonathan MacNaughton Manheim Toronto Richard Manning & Holly Harkins Manning Manulife Financial Adam & Noreen Marchand Mark Eamer Professional Corporation Keith Martin & Jackie Hatherly-Martin Timothy & Nora Martin Dr. Greg & Leslie Mason Mark & Helen McArdle Ann McBride Gordon & Fran McConnell Cheri McCuaig Harvey Ian McIntosh Ian McLean Menkes-One York Street Inc. Metal Koting Limited Beverley L. Middlemass Robert Miller

Muriel Misch Mister Safety Shoes Hulene Montgomery & Michael D. Graham Chris Moore Lori Morin J. Scott & Jane Morley Mallory M. Morris-Sartz & John Sartz Gary & Karen Mottershead Margaret A. Motz Nadine Mueller & Robert Hooper Kevin P. Mullan Mulvey & Banani International Inc. Jacqui Murphy Kenneth G. Murray Larry E. Murray Stanley & Donna Nahrgang Dr. Peter H. Nash* & Ann Frank Joe Nestic Ryan Niesen Notre Dame Foundation Inc. Dr. Warren U. & Mary Ober Oldfield, Greaves, D’Agostino, Billo & Nowak Murray Oliver Ontario Trillium Foundation Bulent Pakdil David Paleczny & Mary Reynolds John H. & Janet Panabaker Dr. A. Pannu Parents For Community Living Kitchener - Waterloo Inc. Gary & Susan Parker Steven & Trina Parker Lori Payne Avvey Peters & David Drewe David Petras Thomas & Margot Pick Preceptor Alpha Sigma Preceptor Beta Rho Probus Club of Kitchener-Conestoga Probus Women’s Club of Kitchener-Westmount Programmed Insurance Brokers Margaret Quarry

Alan Quarry Luis Quinteros Qwalify Inc. Rae & Lipskie Investment Counsel Inc. Richard A. Reid Alan & Theresa Reinhardt James F. Robertson Craig Robson Peter Roe Michael & Pauline Ronzio Runners’ Choice S.G. Cunningham (Kitchener) Limited Pierre A. Sabourin Henry Schmidt Dr. Gerry & Huguette Schorn Karen Scian Peter Senst Estate of Keith M. Shantz Peter H. & Elizabeth Sims Glenn E. Smith Kathleen M. Smith & Ray Teed Rosemary W. Smith Bill & Doreen Smith Spaenaur Inc. Jeffrey D. Stacey Marie Stauch-Sweeny Jeff Stephenson Dr. John D. Stewart Joy Stewart Brian Sweeney Paul Sweeny & Marie-Josée Boily Sweeny Sweeny Sterling Finlayson & Co Architects James & Vikki Tait Cathy Tavener TD Commercial Banking Technical Adhesives Bill & Joanne Thomson Ingrid L. Town Karen Turner Scott Uffelman

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2012 Donations United Way of Kitchener Waterloo & Area Celia Valente Rick Vandermey & Trish McKegg-Vandermey Victoria Star Motors Lynn J. Vincent Mac Voisin Helen M. Wagner Bryce & Nancy Walker Elizabeth Walter Suzanna Walter Mark G. Walters Waterloo Region Record Waterloo Wellington C.A. Association Alistair A. & Alison Watson Mark & Miriam Weber Tracey Weiler David J. Westfall Ralph & Hazel Westfall Tamira Westwood Corinne Wettlaufer Wilkuro Safety Toes Inc. Brian Wilson Duncan & Harriet Winhold Winnipeg Foundation Diane Wolfenden & Stephen Lindt Thomas & Anne Wunder Dr. Peter E. & Judith Wyshynski YWCA Kitchener-Waterloo Donald W. Zehr Lester & Elva Zehr Zehr Management Inc. Ziggy’s Cycle & Sport Ltd. Vivian Zochowski In addition, 6 anonymous gifts of over $100 were made to The KWCF in 2012.

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We Build. We invest. We Lead.

GRANTS Awarded Community Fund Alzheimer Society of Kitchener Waterloo ArtsSmarts - ArtsSmarts Waterloo Region Bereaved Families of Ontario - Waterloo Region Canadian Clay and Glass Gallery Capacity Waterloo Region Centre For Community Based Research City of Waterloo –True Sport Grant Program Community Justice Initiatives of Waterloo Region J.M. Drama Alumni Kitchener-Waterloo Counselling Services K-W Working Centre For The Unemployed Mennonite Coalition for Refugee Support The Kitchener and Waterloo Community Foundation The Kitchener and Waterloo Community Foundation Social Venture Partners Waterloo Region Uptown Waterloo Jazz Festival Waterloo Community Arts Centre – Pat the Dog Playwright Development Centre Waterloo Region Catholic Schools Foundation – St. Teresa of Avila Catholic Elementary School Waterloo Region Catholic Schools Foundation – St. Timothy Catholic Elementary School Waterloo Region Family Network New Canadian Grant Program - Community Fund Grants:* Kitchener-Waterloo Counselling Services – Coalition of Muslim Women KW Kitchener-Waterloo Counselling Services – Parents Club for Seniors Speaking Russian Kitchener-Waterloo Counselling Services – Training for Cultural Groups Kitchener-Waterloo Multicultural Centre – Bring on the Sunshine Kitchener-Waterloo Multicultural Centre – Tamil Cultural Association of Waterloo Region K-W Working Centre For The Unemployed – Rohingya Homework Club The Pakistan Canada Association Waterloo-Wellington Counties These grants are provided in partnership with United Way K-W & Area as a way to help new Canadian groups in KW build their sense of community and help them integrate into Canadian life. They are typically grassroots groups of people who have come together to address a need in their ethnic community. Normally, new Canadian groups are not registered charities, thus, they are required to partner with a registered charitable organization such as KW Counselling, Mosaic Counselling or KW Multicultural Centre in order to receive a grant.

*

DONOR ADVISED FUNDS 3,700 13,568 2,930 3,065 10,000 1,000 15,000 2,565 5,000 25,000 28,650 3,487 14,521 35,000 4,000 30,000 2,340 2,800 11,650 1,500 1,500 1,500 1,500 1,500 1,500 1,500

Alex and Trish Brown Family Fund Kitchener-Waterloo YMCA Supportive Housing of Waterloo United Way Kitchener Waterloo & Area

5,000 3,000 7,000

Alex Schmidt Memorial Fund Mosaic Counselling & Family Services – Pathways to Education

3,311

Audrey and Gerald Moser Trust KidsAbility Centre for Child Development Foundation Kitchener-Waterloo Counselling Services St. Clement’s Parish St. Louis Parish St. Mary’s General Hospital Foundation K-W The Carmel of St. Joseph

1,000 1,000 1,000 1,000 2,573 1,000

Brenda & Peter Hallman Family Fund Mennonite Coalition for Refugee Support Rockway Mennonite Collegiate United Way Kitchener Waterloo & Area Women’s Crisis Services of Waterloo Region YWCA Cambridge

10,513 200 5,256 3,165 3,620

The Brian Fisher Family Fund The Brian Fisher Family Fund Junior Achievement of Waterloo Region 1,000 The Christine Fisher Memorial Student Award Fund University of Waterloo 3,500 The Nancy Paul-Fisher Memorial Fund Women’s Crisis Services of Waterloo Region 1,500 The David and Eleanor Yach Family Fund Mosaic Counselling & Family Services - Pathways to Education Nutrition For Learning

4,258 4,258

David Clare & Susan Ferne Bender Family Fund Grand River Hospital Foundation HopeSpring Cancer Support Centre Hospice of Waterloo Region Kitchener-Waterloo Counselling Services Kitchener-Waterloo Multicultural Centre St. Mary’s General Hospital Foundation K-W

500 1,000 500 500 323 500

Dr. John D. Stewart Fund The Kitchener-Waterloo Symphony Orchestra Association

3,500

Erb & Good Family Funeral Home Community Fund Bereaved Families of Ontario - Waterloo Region Waterloo Region Family Network

1,070 1,070

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

4,300 4,500 2,070

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GRANTS Awarded Florence Louise Marsland Fund KidsAbility Centre for Child Development Foundation The Kitchener-Waterloo Symphony Orchestra Association The Franbar Fund Grand River Hospital Foundation From A St. Jerome’s Boy Fund Waterloo Region Catholic Schools Foundation Harold and Gloria Chapman Family Fund K-W Working Centre For The Unemployed - Neruda Productions Lisaard House Charitable Foundation

10,485 2,000 400 400

Hartman and Brenda Krug Family Fund St. Mary’s General Hospital Foundation K-W

1,000

The Hilde English Memorial Fund Wilfrid Laurier University

1,000

Hughraine Fund Amnesty International Canadian Section Canadian National Institute for the Blind-Ontario Division Canadian UNICEF Committee 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 Access-Ability Street Kids International The Kitchener-Waterloo Symphony Orchestra Association The Leprosy Mission Canada The Ontario Educational Communications Authority (TVOntario)

2,942 4,013 2,943 535 2,942 1,070 535 803 803 2,942 2,943 535 2,943 803

The Jim and Sandy Beingessner and Family Fund Elizabeth Fry Society Hamilton Branch Equestrian Order of Holy Sepulchre of Jerusalem Lieutenancy of Eastern Canada Grand River Conservation Foundation Guelph Community Foundation Guelph Youth Singers Junior Achievement of Waterloo Region K-W Working Centre For The Unemployed Our Lady of Lourdes Parish Right to Life Association of K-W & Area St. Jerome’s University St. Mary’s General Hospital Foundation K-W The Kitchener-Conestoga Rotary Club The Kitchener-Waterloo Symphony Orchestra Association The May Court Club of Kitchener-Waterloo University of St. Michael’s College

31

5,156 5,000

We Build. We invest. We Lead.

300 750 500 1,000 1,000 2,000 250 700 200 1,000 700 420 1,000 500 1,000

The Jim and Sue Hallman Family Fund Mennonite Economic Development Associates of Canada Lutherwood Child And Family Foundation Family & Children’s Services of WR

20,754 24,542 24,542

John A. McLennan Family Fund Amici Camping Charity 2,500 Grand River Hospital Foundation 4,000 KidsAbility Centre for Child Development Foundation 1,500 Nutrition For Learning 1,325 The John A. Pollock Family Fund Art Gallery of Ontario Cambridge & North Dumfries Community Foundation Cambridge Memorial Hospital Foundation Canadian Clay and Glass Gallery Createscape Waterloo Region - Creative Waterloo Region Services Organization Grand River Conservation Foundation Harvard Business School Junior Achievement of Waterloo Region Kitchener-Waterloo Art Gallery Perimeter Institute rare Charitable Research Reserve The Kitchener-Waterloo Symphony Orchestra Association United Way Kitchener Waterloo & Area United Way of Cambridge and North Dumfries University of Waterloo Waterloo Region Hospitals Foundation Waterloo Region Museum Wilfrid Laurier University Ken Murray Fund Grand River Conservation Foundation Guelph Chamber Choir Queen’s Theological College Stratford Shakespearean Festival of Canada The Kitchener-Waterloo Symphony Orchestra Association The University of Guelph Ecumenical Campus Ministry Three Centuries Festival - Elora Festival United Way Guelph Wellington Dufferin Wilfrid Laurier University K-W Corporate Challenge Fund Grand River Hospital Foundation

10,000 12,850 10,000 3,000 10,000 10,000 4,000 7,000 3,000 10,000 2,300 3,000 2,000 2,000 10,000 15,000 10,000 51,000 2,000 1,500 15,000 3,000 5,500 1,500 3,500 2,000 8,000 5,000

Landmann Family Fund Bereaved Families of Ontario - Waterloo Region 2,000 Kitchener-Waterloo YMCA 1,000 Lost & Found Theatre 4,000 Missing Children Society of Canada 1,000 Reaching Our Outdoor Friends (ROOF) 2,000 Trillium Gift of Life Network 1,000

Lonsdale and Roberta Schofield Fund K-W Pregnancy Resource Centre K-W Working Centre For The Unemployed Reaching Our Outdoor Friends (ROOF) Scouts Canada - Central Escarpment Council – Camp Everton

1,158 4,221 4,000 10,000

Marianne and Jim Erb Family Fund Waterloo Community Arts Centre 1,000 K-W Habilitation Services – Our Farm Project 1,000

McMurtry Family Fund Engineers Without Borders Canada Kitchener-Waterloo YMCA Ontario Nature rare Charitable Research Reserve United Way Kitchener Waterloo & Area

5,000 5,000 5,000 1,500 5,000

The Moe Norman Memorial Fund University of Waterloo Waterloo Regional Crime Stoppers

1,000 3,855

The Motz Family Endowment Community Community Justice Initiatives of Waterloo Region Grand River Hospital Foundation Kitchener-Waterloo Multicultural Centre K-W Working Centre For The Unemployed–Neruda Productions Lisaard House Charitable Foundation Mennonite Coalition for Refugee Support Reaching Our Outdoor Friends (ROOF) The Kitchener-Waterloo Symphony Orchestra Association

8,000 5,000 5,000 8,000 8,000 6,000 7,000 4,500

The Musagetes Fund ArtsSmarts – ArtsSmarts Waterloo Region 3,000 Cambridge Public Library - Cambridge Galleries 2,000 Canadian Clay and Glass Gallery 10,000 Contemporary Art Forum Kitchener & Area (CAFKA) 25,000 Grand River Conservation Foundation 5,000 Kitchener-Waterloo Art Gallery 15,000 Kitchener-Waterloo Multicultural Centre - The MT Space 15,000 The Kitchener-Waterloo Symphony Orchestra Association 20,000 Lost & Found Theatre 2,500 Perimeter Institute 30,000 rare Charitable Research Reserve 134,369 The New Quarterly Literary Society 1,500 THEMUSEUM 10,000 Waterloo Community Arts Centre – Pat the Dog Playwright 1,500 Development Centre Ormston Family Fund Heartwood Place Sunrise Therapeutic Riding & Learning Centre

3,500 1,000

The Ryther Fund Lisaard House Charitable Foundation 1,946

The Savvas & Lenia Chamberlain Fund Strong Start Charitable Foundation 8,354

Sharon and Paul Good Fund Alzheimer Society of Kitchener Waterloo 1,000 Grace Lutheran Church 1,000

Social Venture Partners Waterloo Region Grant Fund John Howard Society of Waterloo-Welllington 2,500 Strong Start Charitable Foundation 40,000 Woolwich Counselling Centre 25,000

The Spinnaker Fund Nutrition For Learning - Foodlink Waterloo Region 9,000 Hospice of Waterloo Region 1,875 Strong Start Charitable Foundation 1,646 The Hearing Foundation Of Canada La Fondation 12,000 Canadienne De L’Ouie University of Waterloo 13,000

Steffensen Family Fund United Way Kitchener Waterloo & Area 9,200 The TD Bank Financial Group Employees Endowment Fund Alzheimer Society of Kitchener Waterloo

1,300

The Ted and Andrea Witzel Family Fund K-W Pregnancy Resource Centre 1,342

University of Waterloo Research and Technology Park Activities Committee Fund Kitchener-Waterloo YMCA 5,017

The Urie A. and Dorothy M. Bender Endowment Fund DaCapo Chamber Choir

2,400

The Victoria D’Agostino Children’s Benefit Fund Kitchener-Waterloo Bilingual School 404 Waterloo Education Foundation Inc. 3,635 Waterloo Region Catholic Schools Foundation 1,836

Walter and Florence Martin Endowment Fund KidsAbility Centre for Child Development Foundation 3,643 Waterloo Region Resiliency Fund United Way Kitchener Waterloo & Area Community Support Connections

4,000 4,350

Westfall and Hill Family Fund Alzheimer Society of Kitchener Waterloo 4,000 rare Charitable Research Reserve 3,750

Westmount Golf Charity Fund Westmount Golf Charity Fund The Robert Caldwell Fund Reaching Our Outdoor Friends (ROOF) 318 Grand River Conservation Foundation 404 Westmount Golf Tournament Charity Fund Reaching Our Outdoor Friends (ROOF) 13,207 www.kwcf.ca

32

The Lyle S. Hallman Fund Grand River Hospital Foundation 4,989 University of Waterloo 41,820 The William Roberts Family Fund Westmount Golf Charity Fund Oktoberfest Charity Pro-Am Gold Tournament Big Brothers Big Sisters of Waterloo Region 7,690 Family & Children’s Services of WR

428

Designated Funds

Music Fund The Community Players of New Hamburg 3,921

Canadian Clay and Glass Endowment Fund Canadian Clay and Glass Gallery

4,801

Dorothy Sheomaker Literary Award Fund Kitchener Public Library

3,837

Ontario Endowment for Children and Youth in Recreation Fund Family & Children’s Services of WR 13,486 Waterloo Region Catholic Schools Foundation 2,000 Grand River Chinese School Lost & Found Theatre 2,000 Lutherwood Child And Family Foundation 6,000 THEMUSEUM 5,000 Uptown Waterloo Jazz Festival 4,500

The Charles E. Heller Fund St. John’s Evangelical Lutheran Church

3,990

Palliative Care Fund Hospice of Waterloo Region

5,432

TD Canada Trust Merv Lahn Community Development Fund Junior Achievement of Waterloo Region 18,000

Amy Hallman Snyder Award Fund City of Kitchener - Arts Awards Waterloo Region

The Choices Fund Planned Parenthood Waterloo Region Emmerton Fund Alzheimer Alzheimer Society of Kitchener Waterloo

934

8,125

True Sport Grant Fund City of Waterloo – True Sport Grant Program 17,000 Emmerton Fund Heart & Stroke Waterloo Region International Plowing Match 1995 Fund The Heart and Stroke Foundation 702 Township of North Dumfries - 2012 Waterloo Region 11,000 International Plowing Match Emmerton Fund Hospital Equipment Grand River Hospital Foundation 5,011 The Waterloo Region Record – Lyle S. Hallman Foundation Kids to Camp Fund Emmerton Fund House of Friendship Big Brothers Big Sisters of Waterloo Region 1,750 House of Friendship of Kitchener 672 Camp McGovern 6,000 The F. P. Schneider Memorial Fund Canadian Diabetes Association- 1,755 The Kitchener-Waterloo Symphony Orchestra Association 14,118 Association Canadienne Du Diabete The Howard G. Schneider Cancer Care Fund Central Ontario Developmental Riding Program 3,000 Grand River Hospital Foundation 1,318 City of Kitchener - Every Kid Counts 3,520 Girl Guides of Canada-Guides du Canada 1,050 Murray Fried Fund Great Big Theatre Company 235 City of Kitchener - Kitchener Minor Hockey Association 3,500 Hidden Acres Mennonite Camp 1,500 Scouts Canada - Central Escarpment Council - 11th Scout Group 1,750 House of Friendship of Kitchener 1,500 Scouts Canada - Central Escarpment Council - Camp Everton 1,750 J. Steckle Heritage Homestead 1,400 Retired Business & Professional Men’s Club of K-W Fund Kitchener-Waterloo & North Waterloo Humane Society 900 Junior Achievement of Waterloo Region 777 Kitchener-Waterloo Art Gallery 1,520 Kitchener-Waterloo Extend-A-Family Association 3,936 Field of Interest Funds Kitchener-Waterloo YMCA 2,626 Ontario Society For Crippled Children (Easter Seals) 3,000 The Alice (Braley) Judges - Walter Judges Fund Silver Lake Mennonite Camp 3,500 K-W Working Centre For The Unemployed 12,179 St. Georges of Forest Hill 675 Art Investment Fund Waterloo Mennonite Brethren Church 960 Createscape Waterloo Region 1,000 YWCA Kitchener-Waterloo 4,500 Brush with Art Visual Arts Fund The Waterloo Region Record Literacy Fund Contemporary Art Forum Kitchener & Area (CAFKA) 1,142 KidsAbility - Centre for Child Development - Baby Connections 2,000 George Cluthe Fund Strong Start Charitable Foundation 1,550 Alzheimer Society of Kitchener Waterloo 7,500 33

We Build. We invest. We Lead.

672

The Kitchener Rangers Hockey Club Scholarship Fund The Woolwich Community Fund Scouts Canada - Central Escarpment Council 2,515 Carleton University 1,500 1st Elmira Scouting Group Conestoga College Institute of Technology & Advanced Learning 2,400 Woolwich Community Services 1,800 McGill University 600 Breslau Recreation Association - Breslau Bloomingdale 2,545 Queen’s University 600 Maryhill Community Band Seneca College of Applied Arts & Technology 600 University of Toronto 1,500 Youth Advisory Council (YAC) Fund University of Waterloo 2,400 ArtsSmarts - ArtsSmarts Waterloo Region 1,432 University of Western Ontario 1,200 Wilfrid Laurier University 3,600 Student Award Funds York University 600 Big Brothers of Kitchener - Waterloo Promise Scholarship Fund The Mac Voisin Scholarship Series Big Brothers Big Sisters of Waterloo Region 393 Conestoga College Institute of Technology & Advanced Learning 2,000 Ernest Kendall Award Fund NHLPA Dan Snyder Memorial Student Award Fund Waterloo Education Foundation Inc. – 750 State University of New York Plattsburgh 1,810 Elmira District Secondary School University of Waterloo 1,810

France-Anne Sweeny “Making A Difference” Fund Alzheimer Society of Kitchener Waterloo 100 Brock University 1,000 Canadian Mental Health Association 100 Grand River Branch (CMHA GRB) Canadian Red Cross 100 Central Ontario Developmental Riding Program 100 Crohn’s and Colitis Foundation of Canada 100 Easter Seals Alberta 100 Juvenile Diabetes Research Foundation 100 Kids Can Free The Children 200 K-W Working Centre For The Unemployed 100 Make-A-Wish Foundation of Canada 200 Mennonite Central Committee Ontario 100 Queen’s University 1,000 Ray of Hope 100 Reception House - Waterloo Region – 100 Students Teaching Refugees Universal Music K-W Sick Kids Foundation 100 St. Mark’s Lutheran Church 100 Terry Fox Foundation 100 The Food Bank Of Waterloo Region 100 The Salvation Army Community and Family Services - Kitchener 100 University of Toronto 1,000 University of Waterloo 3,000 Waterloo Education Foundation Inc. 2,640 Woolwich Recreational Facility Foundation - Kate’s Kause 100

R. Jack Middlemass Memorial Scholarship Fund Durham College of Applied Arts & Technology

3,500

The Walter A. Bean KWCF Scholarship Fund University of Waterloo 2,800 Charitable Organization Endowment Funds Anselma House Endowment Fund 912 Big Sisters Endowment Fund 1,794 Child Witness Centre - Balsillie Endowment Fund 1,641 Homer Watson House & Gallery Endowment Fund 1,158 Hospice of Waterloo Region Endowment Fund 389 Junior Achievement Terry Burch Memorial Fund 1,154 KidsAbility Foundation Endowment Fund 23,403 Kitchener Sports Association Legacy Fund 2,475 Parents for Community Living Robert Denomme Fund 2,195 Scouts Canada - North Waterloo District Endowment Fund 1,578 Social Venture Partners Waterloo Region Operating 118,880 Fund for Distribution St Mary’s General Hospital Foundation - Physician’s Edowment Fund 2,645 The Kitchener and Waterloo Community Foundation 4,058 The Kitchener-Conestoga Rotary Dream Home Fund 7,580 The United Way Forever Fund 45,087 The Uptown Waterloo Jazz Festival Endowment Fund 1,166 WPL Endowment Fund 6,327 WPL Fund For Distribution 25,030 YWCA Endowment Fund 50,257

The John R. Robins Fund

University of Western Ontario 900 Wilfrid Laurier University 2,650

Total 2012 Grants

1,850,614

www.kwcf.ca

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CHARTS 2012 Grants Across All Funds

2012 Community Fund Grants

2012 Assets For All Funds

by Waterloo Region Vital Signs Area

by Waterloo Region’s Vital Signs area

*Top four issue areas as identified in 2012 WRVS Priority Report

*Top four issue areas as identified in 2012 WRVS Priority Report

The KWCF is only able to leverage 26.5% of our assets to support those issue areas that have the greatest need.

n Health & Wellness*

22%

n Arts & Culture*

25%

n Donor Advised Funds

n Belonging & Leadership*

18%

n Belonging & Leadership*

25%

n Community Fund

26.5%

n Arts & Culture*

47%

17%

12.2%

n Health & Wellness*

24%

n Field of Interest Funds

n Learning 17%

n Getting Started*

17%

9%

n Environment 9%

n Learning 6%

n Charitable Organization Endowment Funds

n Gap Between the Rich & Poor 9%

n Environment 2%

n Designated Funds

3%

n Getting Started*

n Safety 1%

n Students Awards

2%

5%

n Work 1% n Housing 1% n Safety 1%

35

What does this mean?

We Build. We invest. We Lead.

n Funds for Distribution

0.3%

2012 Financial Results We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction, and monitoring The Foundation’s operations.

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

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

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

Investment Returns 20 15

% Return

10 5 0 2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

-5 -10 -15

www.kwcf.ca

36

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

The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset-mix targets: The KWCF Investment Policy was last revised in February of 2012.

Investment Asset Mix Targets for Investment Portfolio,

37%

40%

30%

30%

30%

20%

10%

3%

0%

Cash

Fixed Income

Canadian Equity

Global Equity

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

37

We Build. We invest. We Lead.

Donations: Donations are received from individuals, corporations, other charitable organizations and government. Donors may contribute to endowed funds (funds that are held permanently or for a specified period of time, usually 10 years), funds for distribution (funds that are held for granting usually within two years), or to the operations or programs of The KWCF. We are pleased to report that annual donations over the past five years have increased by over 300%.

Total donations received

4,287

$5000

$2500

985

1,622

997

1,593

2,088

$0

2007

n Endowed

2008

2009

n Funds for Distribution

2010

2011

2012

n Operating

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

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

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

www.kwcf.ca

38

THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION Condensed Financial Statements December 31, 2012 Statement of Financial Position as of December 31, 2012

2012

2011

ASSETS Investments at market value [Note 1] Other

$ 56,080,436 924,719

$ 50,096,412 589,246

$57,005,155

$ 50,685,658

LIABILITIES AND FUND BALANCES Liabilities Grants and other liabilities Deferred revenue

$

429,191 210,844

$

565,323 212,076

640,035

777,399

FUND BALANCES Operating Fund $ 471,862 Capital Fund 55,695,351 Funds for Distribution 197,907

$ 432,606 49,225,586 250,067

56,365,120

49,908,259

$ 57,005,155

$ 50,685,658

2012

2011

Non-owned Assets [Note 2] Condensed Statement of Revenue and Expenses – Year ended December 31, 2012 REVENUE Donations Investment Income, net Administration Fees Other (grant income, sponsorship, etc.)

EXPENSES Grants Administration Fees Other (administration, marketing, Waterloo Region’s Vital Signs, etc)

$

2,088,121 913,143 934,921 185,108 4,121,293

2,136,834 905,893 1,251,793

2,190,817 860,237 1,123,053

4,294,520

4,174,107

Excess (deficiency) of revenue over expenditures

6,456,862

(52,814)

49,908,258

49,961,073

Fund Balances, beginning of year FUND BALANCES, End of year

39

$ 4,286,734 5,199,323 966,805 298,520 10,751,382

We Build. We invest. We Lead.

$ 56,365,120

$ 49,908,259

CONDENSED NOTES TO THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION FINANCIAL STATEMENTS Note 1. Investments are recorded at the quoted market value at year end

Provincially Guaranteed Bonds

2012 2011 Market Value Market Value 97,145

95,545

Bissett Core Equity Fund

8,962,559

6,578,662

Connor Clark & Lunn Canadian Equity Fund A

8,471,178

7,085,924

TD Emerald Canadian:

Pooled Bond Fund

Short Term Investment Fund

Walter Scott and Partners Global Equity Fund

17,521,789

16,678,037

2,084,085

4,667,679

18,200,217

14,532,792

Community Forward Fund

451,500

-

Bank of Montreal Portfolio

291,964

457,773

$56,080,436

$50,096,412

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

Note 2. Non-owned Assets The Foundation holds certain securities for custody and administration on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of the Foundation.

2012 Market Value

2011 Market Value

St Mary’s General Hospital Foundation

6,319,758

5,967,408

THEMUSEUM’s Endowment Fund

2,564,672

2,413,659

8,884,430

8,381,067

The amounts under administration are as follows:

TOTAL

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

40

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

41

Wendy Clayson As Chief Financial Officer for The Foundation, I am responsible for the accounting, investment, administration, and privacy functions of the organization. This includes financial reporting, disbursement, donation and gift acceptance activities. For financial queries please contact me at 519-725-1806 extension 202, or e-mail me at wclayson@kwcf.ca.

Brendan Sheehan As Manager, Strategic Operations for The Foundation, I project manage a portfolio of initiatives such as Waterloo Region’s Vital Signs, Engage! KW and the Centre for Community Knowledge. In addition I implement structural change to help The Foundation move towards our strategic objectives. If I can be of service please contact me at 519-725-1806 extension 204, or email me at bsheehan@kwcf.ca.

Linda Zensner As Manager, Grant Services for The Foundation, I am responsible for all aspects of our granting programs.

This includes community consultation and liaison, analysis of grant requests, and monitoring and evaluation of grants awarded. I also assist our Donor Advisors with research and coordination of their grant making activities.

For grant queries please contact me at 519-725-1806 extension 203, or email me at lzensner@kwcf.ca.

Bethan Llewellyn As Manager, Marketing and Communications I promote The KWCF to our wonderful community to make sure YOU know all about all the fantastic things your foundation does everyday. I also oversee KWCF events, sponsorships and work with a dedicated team of volunteers that run Random Act of Kindness Day. I’d love to hear from you, give me a call at 519-725-1806 extension 205 or e-mail me at bllewellyn@kwcf.ca

Mallory Fischer As Donor Services and Grants Administrator for The Foundation, it is my responsibility to maintain our Foundation Information Management System in the areas of gift acknowledgement, grants administration and I work alongside Linda with our grants committees.

If you have questions about making a donation, receipting or applying for grants, please do not hesitate to contact me at 519-725-1806 extension 206 or, e-mail me at mfischer@kwcf.ca.

Jolene Ellis As Office Administrator for The Foundation, I assist Rosemary, take care of our office, and I work alongside Bethan in planning and managing special events. I also provide overall administration for The Foundation, so if you’re not sure who to contact at The Foundation, please call me at 519-725-1806 extension 207, or email me at jellis@kwcf.ca.

We Build. We invest. We Lead.

HELPING YOU DO GOOD WORK…FOREVER Community foundations provide a simple, powerful, and highly personal approach to giving.

We offer a variety of giving tools to help people achieve their charitable goals.

We are here to help you support the issues you care about the most. We can: • Work with you to develop a tailored approach to giving that meets your philanthropic dreams.

• Help you understand your choices for giving – whether you’re prepared to give now or as part of your estate.

• Connect you with people and organizations with similar interests.

• Help you involve your family in establishing a tradition of giving that will pass on to future generations.

• Provide insight and advice on community issues and opportunities.

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

Find out more about how you can support the causes you care about and make a lasting difference.

Visit our website at www.kwcf.ca, or call our office at (519) 725-1806.

Phone Fax E-mail Web

519.725.1806 519.725.3851 info@kwcf.ca www.kwcf.ca

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

Charitable Registration: Registered with Canada Revenue Agency (#132170994 RR0001).

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

Helping you make a lasting difference