The Spirit of Giving Annual Report 2010-2011
Vision
Highlights 2011
Providing philanthropic leadership forever
• Gifts received: $6,058,337 • Grants approved: $3,793,673 • Community leadership project expenditures: $284,984 • Operating expenses: 1.7% of average total assets • Growth in total assets: 7.6%
Mission To strengthen Hamilton’s quality of life as an inclusive and sustainable community by acting as a catalyst and by connecting people, ideas and resources through community philanthropy.
What We Do • Help donors and organizations build funds to make the difference they want to make in the community – to give back in a way that has meaning to them. • Support all aspects of community life by giving grants to the widest possible range of charitable organizations and initiatives. • Foster community leadership by bringing people together from all parts of our city to stimulate new ideas, build participation and strengthen Hamilton.
Last fall, HCF launched Hamilton’s Vital Signs, a report on 10 areas that contribute to Hamilton’s quality of life. Distributed to 100,000 households through the generosity of The Hamilton Spectator, Vital Signs looks at significant trends and is intended to stimulate citizen awareness, discussion, and action. The 2010 data highlighted extreme disparity between Hamilton’s neighbourhoods. Its findings were the subject of a 12-part series on Cable 14, and have been used as input to strategic planning by a number of community organizations. Visit www.hamiltonvitalsigns.ca
Contents Message from the Board Chair and President & CEO ............................................2-3 Donor Stories ................................................................................................................4-7 A Tradition of Giving................................................................................................4 Engaging a Family in Philanthropy ........................................................................5 For the Pleasure of Making a Difference ................................................................6 A Transformative Gift to the Community .............................................................7 Grant Stories ...............................................................................................................8-11 Bike Co-op: Gearing Up a Social Enterprise ........................................................8 Reading Tutors Boost Scores and Confidence.......................................................9 Affordable Housing for Families in the Keith Neighbourhood ....................... 10 Supporting Hamilton’s Artistic Assets ................................................................. 11 Community Leadership ............................................................................................... 12 Funds & Contributors in 2010-2011 ......................................................................13-23 Grants Made in 2010-2011 .....................................................................................24-29 Financial Highlights .................................................................................................30-33 Board Advisory Committees ..................................................................................34-35 Board of Directors & Volunteers ................................................................................. 36 Staff .................................................................................................................................. 37
Message from the Board Chair and President & CEO
The Spirit of Giving T
he spirit of giving has been Hamilton Community Foundation’s lifeblood for close to 60 years.
Throughout this annual report, you will see “hearts” that demonstrate this giving in many ways. The hearts symbolize a common bond of philanthropy that unites our donors and illustrate the diversity of our donor base and the difference each and every one is making in our community.
Dr. Lindsey George Board Chair
Terry Cooke President & CEO
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In this year’s report, you will read stories about people whose inspiration for giving comes from the lesson of their lives, particularly through the lived experience of their families. These donors are now creating legacies within their own families, traditions that will be continued by their children and grandchildren. Though diverse in their backgrounds, each donor’s story is one of generosity and commitment to continuing to strengthen Hamilton’s social, cultural and environmental fabric. We hope this introduction to our work will entice you to learn more.
While the Hamilton Community Foundation is proud of the progress over the past year, we continue to be critically aware that our city’s deepest challenges remain and that, as a community, we need to do more. For the Foundation, this means continually looking for ways to align our resources – financial, knowledge, relationships – with our mission. We were pleased this year to be able to announce the launch of the Hamilton Community Investment Fund, which allows us to invest directly into local projects such as social enterprise and affordable housing. This fund also provides another philanthropic vehicle for donors to make a difference in the community. Inspired by the potential to leverage more of our capital for good, the Foundation’s Board of Directors has unanimously supported the use of an initial $5 million of unrestricted capital to launch this fund, and we anticipate that the first projects to be supported will be announced by early fall.
With each year end comes transition, and we say thank you to our outgoing board members Madeleine Levy and Anne Bain and to past-chair Sandra Stephenson. Each has made unique contributions to our work and all have been part of courageous boardroom decision-making that has advanced our mission. We also say goodbye to Linda Hughes, adult advisor to our Youth Advisory Council. Linda’s guidance and her genuine care and concern for these teen leaders have definitely been a key factor in making Hamilton’s “YAC” one of the premier groups of its type among Canadian community foundations. Please enjoy the spirit of the annual report, which celebrates another year in the life of the Hamilton Community Foundation.
Dr. Lindsey George Chair, Board of Directors
Terry Cooke President & CEO
The inspiration behind Shirley Elford’s Gift of Today Fund is captured in unique glass hearts. The celebrated glass artist chose turquoise, the signature colour for ovarian cancer, to represent the fund’s purpose. It will support a diverse array of initiatives that increase the scope and availability of assistance and education both for those experiencing ovarian cancer and for friends, families and professionals involved with their care.
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Donors – A Tradition of Giving B
arbara and Bob Harwood have been generous supporters of many Hamilton charities over the years, so their response was immediate and positive when their financial advisor, Dan Wynnyk at CIBC Wood Gundy suggested they might wish to set up a permanent fund with Hamilton Community Foundation.
“Thinking about the future, a fund at HCF made perfect sense,” says Barb. “We can focus on alleviating poverty and also give the Foundation flexibility to meet community needs as they change over time.” They plan to build the fund during their lifetimes and then add to their legacy through bequests.
Barbara and Bob Harwood’s generosity has been inspired by the blessings of a lifetime.
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Both Barb and Bob grew up in families that valued giving back to the community. Bob recalls a seminal incident in World War II when half his B.C. high school classmates disappeared overnight as Canadians of Japanese origin were arbitrarily relocated. During and after the war, Barb’s father gave many needy families free coal until they got on their feet. Decades later, one relocated Japanese-Canadian family attended his funeral in Burlington and expressed gratitude for his generosity. Barb remembers her father saying ‘no one will go without heat because they can’t pay.’ “That stays with you,” she says.
The couple’s tradition of giving back is strong. Interested in outreach and interfaith dialogue, they are long-time volunteer leaders in the United Church. Barb spent her career in various nursing roles at McMaster while Bob’s terms as chair in the early days of Wesley Urban Ministries cemented his commitment to his adopted city. Barb is a fourth-generation Hamiltonian and both sides of her family have made distinguished contributions to the community. Retired from his career in marketing, Bob has published two books and numerous articles on social issues. He still writes a monthly column on world affairs. The Harwoods were attracted to Hamilton Community Foundation for various reasons. Barb cites the Foundation’s breadth of work and its impact on poverty. Bob highlights its commitment to working collaboratively and its strong fiscal management. But their incentive to give is the same. “We both feel very blessed and very fortunate, therefore we need to share,” says Barb. Through the Barbara and Bob Harwood Fund at Hamilton Community Foundation, that sharing will continue in perpetuity.
Donors – Engaging a Family in Philanthropy F
or John Hutton, establishing the Hutton Family Fund at Hamilton Community Foundation is a way to engage future generations of his family in giving back to the community. John and his wife Eileen, daughters Camille and Jane, and their son Ray and his wife Caroline are all involved in deciding the purposes of the newly-formed fund. “We’ve decided on two directions to start,” says Ray. “Women’s health, with a focus on maternal health in particular, and neighbourhood development.” The family is especially interested in Hamilton Community Foundation’s work with neighbourhood hubs. Both Ray and John are engineers with McNally Construction, a family business with a 60-year presence in the McQuesten neighbourhood. They appreciate the Foundation’s focus on neighbourhood vitality and its approach to defining neighbourhood needs. “We like that it’s not a top-down approach,” says Ray. “People in the neighbourhood are encouraged to identify what they need, what they feel will help. That’s quite unusual.”
A portion of the Hutton fund’s grantmaking will also support the Community Fund to meet other community priorities.
John points out that establishing the fund at HCF gives the family all the benefits of a private foundation, without the administrative headaches of setting one up. And to do it now, rather than through bequests, allows Eileen and John the pleasure of engaging in community philanthropy with their children today. But the long-term legacy is uppermost in all their minds. While the third generation of the Hutton family is still too young to participate in the fund, the opportunity will be there for them in the future. “Eileen and I like that the next generation can have some influence over the fund,” says John. “And the next generation and the next,” adds Ray.
The Hutton Family Fund will engage multiple generations – including nine-day old Nicola – in community philanthropy.
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Donors – For the Pleasure of Making a Difference H amilton lost a remarkable citizen recently – one whose name will never make the front page, but whose generosity will have an impact on her community forever. This friend of the Foundation – we’ll call her Ruth – was a woman of modest means: an elementary schoolteacher who grew up in Hamilton’s north end during the Depression. Unmarried, she chose to live modestly throughout her life and gave herself very little despite being a shrewd investor. But she did indulge her passion for gardening, her love of Aboriginal art, and her desire to give back to the community.
Kids like these ones, at McMaster University’s Venture Engineering Camp, are among many who have benefitted from one donor’s quiet generosity over the years.
HCF first came to know her when she began making gifts to the Hamilton Spectator Summer Camp Fund in the early 1980s. It gave her immense pleasure to know that a child would benefit from the camp experience thanks to her annual donation. With her lifelong interest in the welfare of children, as both a schoolteacher and a swim coach, Ruth was one of the first donors to HCF’s Ontario Endowment for Children and Youth in Recreation Fund and a regular contributor to the Community Fund. But her gifts were always anonymous.
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Late in life, Ruth developed MS and she faced those new physical challenges with good spirit, creativity and determination, continuing to swim regularly and even finding a way to enjoy gardening when unable to kneel. She kept her mind active with crosswords and she was masterful at knitting. It was always a pleasure to spend time with her, surrounded by her beautiful paintings, sculptures and masks. Her sudden death in 2009 saddened us all. But the fund established in 2010 with a bequest from her estate – directed to the needs of children – will honour her remarkable spirit in perpetuity. Ruth was an intensely private person and we know that her preference was to remain anonymous in an article like this. It is a fundamental HCF value to respect that wish for privacy.
Donors – A Transformative Gift to the Community I
n April 2000, Hamiltonians Bill and Joyce Young made a landmark gift of $40 million to Hamilton Community Foundation. One of the largest charitable donations in Canada’s history, it transformed HCF’s potential to meet Hamilton’s greatest needs. This year marks the tenth anniversary of that extraordinary gift which has enabled grants totaling more than $11 million to innovative programs in Hamilton, across Canada and internationally. These grants have touched areas including education, health, the arts and the environment.
Perhaps one of the best examples of the impact is Pathways to Education, a trailblazing program that has proven to reduce high school dropout rates dramatically among disadvantaged youth and help them go on to post-secondary education. Pioneered in Toronto’s Regent Park, The Young Fund has supported its expansion to 11 Canadian communities including Hamilton, where it is addressing the critical issue of low high school completion in challenged neighbourhoods. Their gift has also improved the life prospects of countless Hamilton young people through
the creation of NYA:WEH, an Aboriginal stay-in-school initiative, and a model that is having an influence across the country.
Company and his father, James Young, was one of the founding board members of Hamilton Community Foundation in 1954.
Transformative to the Foundation and to Hamilton, the Young gift in 2000 virtually doubled the granting capacity of HCF’s Community Fund, which is directed to the city’s highest needs. It continues to contribute to this fund annually. At the same time, it enabled the Foundation to pilot its Growing Roots…Strengthening Neighbourhoods program. Together, these components have come together to inform and enable HCF’s neighbourhood-based poverty-reduction work.
The Young Fund is a legacy that will continue to transform this community for generations to come.
“There are many remarkable aspects about this gift,” says President & CEO Terry Cooke, “and perhaps most humbling is the trust placed in the Foundation and the confidence the Youngs have in Hamilton and its future.” The Young gift continues a family tradition of giving back to their community. Their roots in the community are deep and their commitment to its welfare is profound. Joyce’s great-great grandfather, Colin Ferrie, became the first mayor of Hamilton in 1847. Bill’s ancestors established the Hamilton Cotton
Beating the odds, students in Pathways to Education programs in Hamilton – and across Canada – are highly likely to graduate from high school, thanks to support from The Young Fund at HCF.
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Grants – Bike Co-op: Gearing Up a Social Enterprise F or Tyler Gorr, the New Hope Bike Co-op has taken him “light years” from where he was. The co-op launched last year with the goal of becoming a self-sustaining social enterprise. It sells refurbished bikes and low-cost parts, offers free access to tools and provides volunteer and employment opportunities to disadvantaged youth. The approach is making a difference.
“It’s a good safe place for kids to be,” says Andrew Hibma, a co-op staff member. “We’re able to help youth who might not have a social group or activity to feel part of something.” Which brings us back to Tyler. Tyler was 17 when he first visited New Hope. Two years and hundreds of volunteer hours later, he is an experienced mechanic and a proud ambassador for the program.
Photo courtesy of Nora Fenton
While free tools and low-cost parts are important to him, it’s the friendships and chance to share his skills that keep him coming back. When Tyler graduated from high school, the co-op closed for an hour so everyone could attend. When he talks about seeing someone riding a bike he’s helped to fix, the pride shows through. Tyler Gorr has become an experienced mechanic and a dedicated volunteer at the New Hope Bike Co-op, a social enterprise in east Hamilton.
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Sandra Penner, co-chair of the Crown Point Community Planning Team, calls the co-op at Main and Kenilworth a real asset. “It’s well-used and it gives people a sense of ownership.”
A Tackling Poverty Together grant from HCF provided funding for year-round core staffing, allowing the co-op to keep up with the demand for bikes and repairs, develop strong community partnerships and get creative about other revenue-generating enterprises, like a mobile bike repair shop and pedalpowered lawn care company. Funding from the Foundation has taken the bike co-op to the next level, says co-founder Jeff Neven. “It gave us credibility so others could support us with confidence.” So far, the co-op has received support from Service Canada, Mountain Equipment Co-op and area churches. But the co-op’s ambitious five-year plan is to be financially self-reliant. “We want to become a community asset without requiring significant donations and grants,” says Neven. So far, their hard pedaling is paying off: sales are up and there’s a storage room full of bikes ready to roll.
Vital Signs Facts • Almost one-third of Hamiltonians do not have even a “somewhat strong” sense of community belonging • Youth unemployment in Hamilton is double the city’s overall unemployment rate
Grants – Reading Tutors Boost Scores and Confidence T
he focus of Neighbour to Neighbour’s reading tutor program is on words, but numbers tell the story. Of almost 200 students in Grades 1 to 3 who participated last year, 97 percent improved their reading assessment scores, says Deban Brunette, Neighbour to Neighbour educational program co-ordinator. All were reading below grade level when they joined the program. Students work one-on-one with their tutors for three 20-minute sessions each week from October to May. The relationships that develop between tutors and students are key, says Brunette. “It’s an unbelievable confidence boost, somebody believing they will do well.” “We love it,” says Wes Hahn, principal of R.A. Riddell, one of ten Mountain schools from both boards involved in the program. “When we talk about supports for students who are at-risk, we always mention the tutor program. We know it makes a difference.”
Vital Signs Facts • Hamilton children are slightly below the provincial average in school readiness • 42% of Canadians fall below the desired literacy level for coping with the demands of a knowledge-based economy
Hahn emphasizes the importance of catching kids early. “Students need to acquire reading skills between kindergarten and Grade 2. Neighbour to Neighbour offers supports at a really critical time.”
It all began eight years ago, inspired by Neighbour to Neighbour’s Mountain-based food bank clients who could not afford private tutors for children who were struggling with reading. “There is a perception that poverty doesn’t exist on the Mountain,” says Brunette. “The profile may be different, but the impact is the same.” Supported by grants from the Edith H. Turner Foundation Fund and the Russell I. Elman Fund, the program is popular: there’s a waiting list, and plans for expansion to two new Mountain schools in fall 2011. Long-term sustainability is a firm goal, but the training tools, manipulatives and books required by the program can be expensive. “This is not a reading buddy program,” clarifies Brunette. She describes it as a rigorous tutoring program that is linked to classroom curriculum and utilizes best practices, including more than 100 highly committed and trained volunteers. “It’s not a program that exists anywhere else.”
Kash Khounviseth and Megan Murphy are partners in Neighbour to Neighbour’s reading tutor program.
Grants
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Grants – Affordable Housing for Families in the Keith Neighbourhood T he stair treads in Mary’s house have been autographed. The signatures are from incredibly important people – not movie stars or famous musicians, but some 50 volunteers who helped Mary build her Habitat for Humanity home.
It’s one story of many that Bob McConkey, executive director of Habitat Hamilton, tells about a project that is creating affordable home ownership for eight families in the Keith neighbourhood, north of Barton between Wellington and Wentworth Streets. True to the Habitat model, new homeowners contribute 500 hours of “sweat equity” toward the construction of their own homes in exchange for the down payment. Mortgages are interest-free. It’s Habitat for Humanity’s most ambitious project to date. A grant from HCF enabled the organization to hire a construction manager and build the eight townhomes in two phases instead of one at a time. Mary spent hours helping to build her new Habitat for Humanity home. Hers is one of eight Hamilton families who will achieve affordable home ownership through this project.
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Affordable housing is critically important in Hamilton, where 5,000 people are on waiting lists and the price of home ownership has shot up more than 44 percent since 2001.
“HCF’s support was the spark we needed to go into the neighbourhood and make a difference,” says Bob.
Mary has just received the keys to her new home, which she calls “gorgeous.” She is excited and a little nervous. The home, she says, represents security and stability for her four children. “It was an eye opener to me to see how much people care,” Mary says. She has made friends with the volunteers, particularly the 22 women from the YWCA’s Women in Trades program, who built the walls in Mary’s house. Mary spent hundreds of hours measuring, hammering and sawing – skill development that will serve her well as a new homeowner. But the most important benefit, she says, is the pride she feels. “That’s my home. I built it,” she says. “It’s my sweat in there. Literally.”
Vital Signs Facts • One in five Hamilton households spends more than half their income on rent • Since 2001, home ownership has become less affordable in Hamilton • Female lone parent families are twice as likely to experience poverty as two-parent families
Grants – Supporting Hamilton’s Artistic Assets H
amilton Community Foundation is committed to arts and culture as an essential component of community vitality in Hamilton.
artist-run initiatives like the Hamilton Printmakers and Hamilton Artists Inc., and programs in schools and other centres.
That commitment stems from our understanding that vibrant arts and cultural offerings create opportunities for learning and enrich individual lives, they strengthen community by building bridges and engaging citizens with each other, and they promote economic prosperity by generating jobs and enhancing quality of life.
In 2010 alone, some 35 funds within Hamilton Community Foundation provided grants to the arts.
In the last five years, Hamilton Community Foundation and its donors have made grants of over $1.7 million to arts and cultural organizations in Hamilton. These grants range from operating support for the city’s major institutions – the Art Gallery of Hamilton, Hamilton Philharmonic Orchestra, Opera Ontario, Theatre Aquarius and others – to
Vital Signs Facts • The number of artists in Hamilton has increased 22% over the last fifteen years, a much faster growth rate than the overall labour force • Phase I of the City’s Our Community Culture Project identified 2,254 cultural resources in Hamilton including industries, cultural organizations, spaces and facilities, cultural or natural sites, festivals and events
In addition to grantmaking, HCF also works with the arts community to provide other kinds of support and leverage new resources for the sector. For example, we manage an agency endowment fund for the Art Gallery of Hamilton. “Providing financial support to an arts institution like the Art Gallery of Hamilton allows us to continue the work we do sharing memorable and engaging experiences in the arts with our community,” says its president & CEO Louise Dompierre. “The generosity of HCF and its donors helps children, families and adults learn about this country’s and the world’s rich cultural heritage while preserving one of Canada’s most important art collections.” Hamilton’s diverse and burgeoning arts community – from cultural institutions to emerging creative clusters – is one of this city’s unique treasures. Hamilton Community Foundation is pleased to play an ongoing role in its vitality.
HCF’s donors support a wide range of arts and cultural organizations and programming across Hamilton.
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Community Leadership Poverty Reduction K
nowledge of Hamilton’s needs and opportunities position the Foundation to take a leadership role in community building. Last year this work included:
Community Investing Blending social and financial return is the focus for HCF’s investment of $5 million into local projects consistent with its mission instead of into the stock markets. It will enable the Foundation to generate financial returns while providing more financial resources to charities and non-profits than would be traditionally available through granting alone. To enhance our capabilities and resources to do this work, as well as to help identify other potential alliances, HCF is partnering with the Community Forward Fund, a loan and investment fund for charitable and non-profit organizations. CFF will assist in assessing, structuring and administering loans, as well as evaluating social impact. Based on experience elsewhere, it’s expected that HCF’s community investment will attract additional funds from other foundations, and the public and private sectors.
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HCF’s eight-year $8.5 million Tackling Poverty Together commitment forms a significant part of its work to address Hamilton’s unacceptable poverty levels. Mid-term reports showed that last year’s grants towards poverty reduction, alleviation and prevention reached at least 43,000 residents in focus neighbourhoods. We continually re-assess our approaches in light of lessons learned and new opportunities. Among our TPT learning is that while residents have been successful at improving aspects of their own neighbourhoods, poverty’s complexity is such that external support is required to access specialized expertise and relationships needed for change. With this in mind, HCF is enhancing the role of community developers as a strategy. Over the last year, there have also been new opportunities to align TPT with emerging plans from across the community, including the City of Hamilton’s focus on neighbourhoods and community development through the City’s new Director of Neighbourhood Development Strategies position.
Hamilton Roundtable for Poverty Reduction HCF continued to co-convene the “HRPR”, whose focus is on policy and systems-level change. In 2010, HRPR launched a new action plan. Its priorities include making Hamilton a living wage community, reforming social assistance, shifting attitudes about poverty and advocating for a national poverty strategy. This year, HRPR was recognized nationally by the Vibrant Communities network as one of the country’s leading examples of transformational change.
School-Based Nutrition With the goal of making sure no child leaves school hungry, HCF researched the state of Hamilton’s school nutrition and potential models from elsewhere. Together with organizations who are involved in this issue, we have identified current strengths, gaps and opportunities and are exploring new approaches to school-based nutrition. Next steps are to broaden the dialogue and develop a model which serves Hamilton’s needs in a comprehensive, systematic and universal way.
Leadership
Funds & Contributors in 2010-2011 P
eople who give to Hamilton Community Foundation share the common desire to make a difference for Hamilton, forever. Gifts to HCF are pooled and invested; investment income is the primary source for grants made. As a Foundation donor, you can create your own fund or give to an existing one. We are pleased to work with you and your professional advisor to find the approach that meets your goals and circumstances. Please call us at 905-523-5600 or visit www.hcf.on.ca for more information. Amounts shown reflect total accumulated gifts to each fund listed.
Community Fund/Unrestricted Funds These funds are not tied to any specific charity or area of interest by the donor; instead, donors enable the Board of Directors to determine, through research and consultation, where grants should be directed to meet the community’s most pressing needs. Donors whose accumulated endowed gifts total $5,000 may choose to have a named fund within the Community Fund. Donald J. Allan Fund Marjorie L. Allan Fund Doris M. Allen Fund Caroline May Alvey Fund Frances W. Ambrose Fund Helen Mary Archambeault Fund Lillian Boyd Barnby Fund Gilbert P.V. Belton Fund Horace A. Bennett Fund
103,514 5,000 172,918 118,000 5,600 25,316 10,000 175,088 10,000
Funds shown in bold were established in 2010-2011.
Anne M. Biggar Fund Doreen & Gordon Birk Fund Sandra & John Black Fund William F. Brand Fund Marnie & Bill Brehm Family Fund Dorothy & Travice Broadbent Fund Mary & Earl Brooks Fund Ernest & Ruth Brunton Fund Irene Caldwell Memorial Fund Henrietta F. Campbell Fund Donald & Alice Cannon Fund Charlotte Cauley Fund Dorothy Cauley Fund M. Jessie Chagnon Fund Harold E. Clarke Fund Florabel Condy Fund Petra Cooke Memorial Fund Donald A. Cooper Fund Ralph W. & Evelyn J. Cooper Fund
460,327 98,409 71,214 8,404 16,000 7,000 200,000 16,000 10,000 104,959 6,200 34,987 78,831 71,196 86,120 25,000 16,800 20,126 151,000
Robert D. Crockford Fund 9,425 Vangie M. Crosthwaite Fund 40,000 Renate & Bob Davidson Fund 8,375 A. May Davis Fund 41,598 E. Francis Dennee Fund 24,322 Alphonse Dirse Fund 48,344 Vera M. Elwin Fund 536,235 Fell Family Fund 25,065 Eleanor Foster Fund 869,072 I. Flora Frid Fund 5,000 Gallagher Family Fund 37,700 Margaret & William Gilmour Fund 8,380 Robert C. & L. Ann Glass Fund 40,000 Erma Z.L. Goering Fund 888,437 Alice Redman Gooch Fund 25,025 Dr. Ronald P. Graham Fund 16,814 Averil Gray & Florence Gray Fund 1,172,308 Norman & Louise Haac Fund 5,530 J.M. Walter Hahn Fund 5,000 Elizabeth Mary Hamilton Fund 30,000 Christina I. Hammant Fund 250,000 Helen Gertrude Harrison Fund 34,222 Robert J. & Joan Harrison Fund 10,266 Lulu Blanche Hart & Harry Utter Hart Memorial Fund 778,782 Mary E. Hatch Fund 116,000 Margaret Anne Hayward Fund 797,555 Donald H. Henderson Fund 408,597
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Gordon & Ethel Holmes Fund 97,572 Erie Hossack Fund 58,638 Clare B. Hunter Fund 13,079 Mildred E. Hunter Fund 100,878 Elsie M. Husband Fund 12,300 Francis Spence Hutton Fund 32,650 Ralph E. Ingraham Fund 16,017 W. Jones Fund 25,920 Agnes Alexandra Langs Fund 37,836 Daniel T. Lawrie Fund 115,529 Mabel D. Leadlay Fund 75,891 Elizabeth Lee Fund 11,775 Russell & Mae Lindley Fund 10,400 Dorothy I. Linfoot Fund 20,588 Evelyn Patricia Lyons Fund 5,000 Cameron K. MacGillivray Fund 9,325 Josephine Magee Fund 204,057 D. Argue Martin Fund 20,340 Dr. Carl Martin Memorial Fund 5,000 Kathleen L. McBride Fund 11,631,645 Robert P. McBride Fund 1,636,012 The Samuel & Dora McFarlane Fund 14,000 Brenda & Reg McGuire Fund 5,150 Lindsay M. McLennan Fund 78,022 Flora L. McNeil Fund 30,165 Jack McNie Fund 26,000 Meredith Family Fund 7,200 Frederick J. Mills Fund 26,189 Eleanor Jean Milton Fund 63,610 Alice Vera Morgan Fund 338,065 Brenda Morris Fund 5,000 Catherine C.H. Murray Fund 50,050 Annie S. Nieman Fund 36,081 14
Dr. Alexander A. Numbers Fund Laurence Cholwill Patterson Fund Stewart Philp Fund James & Mary Phin Fund Pioneer Energy Fund Project Sunday Fund Ethel H. Prouse Fund Charles & Catherine Ralph Fund James D. Redmond Fund Edna E.R. Reeves Fund Reynolds Family Fund Samuel Ringer Fund Edna Robertson Memorial Fund Royal Hamilton College of Music Faculty Fund Jessie Rumney Fund Joan W. Rutherford Fund Bertha Savage Fund Martha McKinnell Serrels Fund Eleanor M. Smith Fund Grace J. Smith Fund Patricia Eileen Smith Fund Sarah Smith Fund William S. Sparham Fund Robert George Sparre Fund The Spectator Fund Marnie Spears Fund Ruth G. & Fred J. Spencer Fund Leanora M. Spicer Fund Evelyn & Richard Geraghty Storms Memorial Fund Mabel Beatrice Studd Fund Alfred Charles & Pearl Gertrude Swanwick Fund
5,844 351,146 45,000 106,545 684,255 8,267 181,684 43,131 6,033 78,766 128,239 70,586 29,000 5,963 10,000 5,000 47,806 80,000 10,000 13,030 5,150 230,729 25,236 34,410 10,000 11,400 18,000 26,600 25,000 15,000 200,000
A.H. Tallman Bronze Co. Ltd. Fund Vincenza Travale Fund Margaret E. Tschetter Fund Howard & Edna Tugman Memorial Fund Eulalia D. Wall Fund West-Moynes Fund Gladys A. Whittaker Fund Noreen & Seymour Wigle Fund James & Irene Wilson Fund Jack A. Winser Fund Anonymous and other gifts
21,790 13,200 383,739 100,000 170,977 7,500 26,205 15,000 6,000 155,007 556,498
Field of Interest Funds These funds enable donors to designate a specific interest area (e.g. the environment, children’s needs, the arts, etc.) to which grants will be made. The Board of Directors uses its discretion to select the most appropriate recipients year by year. Ike & Shahnaz Ahmed Foundation Fund 35,400 The Alice Jean Ainsworth Memorial Fund 1,619,175 The Angel Fund 116,050 Mary Lauder Cassidy Fund 126,142 Community Health, Education & Research Fund 1,053,547 Dorothy & Frank Bliss Fund 508,839 McGregor Clinic Fund 118,478 Mary S. & James P. Phin Respiratory Disease Research Fund 426,180
Giovanni & Grazia Criminisi Literacy Fund 28,135 Delaware Fund 350,580 Dougher Community Fund 409,200 Russell I. Elman Fund 233,473 Environmental Endowment Fund 36,653 First Place, Hamilton Tomorrow Fund 235,875 Foxcroft Family Youth Fund 32,200 Fund for Underprivileged Children 438,525 Gibson Trust / Town of Flamborough 30,885 Edward & Gladys Halloran Memorial Fund 808,885 Hambro Fund 35,000 Barbara & Bob Harwood Fund 26,130 Florence E.S. Hutton Fund 523,907 Kirkpatrick Fund 30,550 Arthur & Helena Lemon Fund 75,000 Jane C. LeWarne Fund 15,000 Antonina Lombardo Fund 75,000 Ray Lowes Environmental Fund 455,716 George & Shirley McBride Foundation Fund 1,062,576 Carolyn A. Milne Leadership Forum Fund 44,810 Royal Canadian Humane Association Fund 69,233 Lillian M. Shaw Fund 166,713 W. Robert & Marion S. Shivas Conservation Trust Fund 280,547 Charles & Ret Swire Fund 148,835 The Van Dusen Fund 437,601 Joan C. Watt Memorial Fund 25,000 Women’s Trust Fund 7,000
Kenneth Boothe Young & Marie Catherine Young Fund 1,294,919 Youth & Philanthropy Fund 104,933 Ontario Endowment for Children & Youth in Recreation Fund 1,000,000
Ontario Endowment for Children & Youth in Recreation Fund The amounts listed include matching funds from the Province of Ontario until March 2002 to encourage the participation of children and youth in recreation. The Emma Templeton Fund 293,116 The Mildred E. Hunter Fund 163,626 The Hamlin Family Fund 100,000 Anonymous Fund 75,624 Mr. & Mrs. Colin S. Glassco Fund 40,000 The Junior League Centennial Endowment Fund for Youth 40,000 Pioneer Energy Fund for Children & Youth 40,000 The David Gow Fund 20,000 Hamilton – Hydro Electric Company Fund 20,000 TD Bank Financial Group Fund 14,000 The Foxcroft Family Fund 12,000 PricewaterhouseCoopers LLP Hamilton Children and Youth Millennium Fund 10,500 The Deslauriers Fund 10,200 Judith and Peter McCulloch Fund 10,200 Bank of Montreal Fund for Children & Youth in Recreation 10,000
The CHML Children’s Fund 10,000 The Clark Family Fund 10,000 Gallagher Family Fund 10,000 Morgan Firestone Foundation Fund for Youth 10,000 Zonta Club of Hamilton #1 Fund 10,000 Other gifts under $5,000 90,734 Fund matched gift total $1,000,000
Donor-Advised Funds These funds enable donors to be active in recommending the charitable organizations or programs to receive grants. Nelson Allan Fund 141,040 Hugh C. Arrell Memorial Fund 10,038 Ella Baird & Grace Baird McQueen Memorial Fund/A.J. McQueen 21,000 W.L. Carpenter Memorial Fund 2,089,062 Michael Chamberlain Fund 75,330 Clark Family Foundation Fund 918,492 Lois Evans Natural Heritage Fund 65,000 Elham & Joseph Farah Family Foundation Fund 50,250 Fengate Community Foundation Fund 450,000 The Ron & Gina Fraser Endowment Fund 25,000 The Gilmour Fund 142,537 Tara Lynn Giuliani Foundation Fund 205,069 Lillian & Marvin Goldblatt Family Fund 200,000 Hamlin Family Fund 8,601,591 Heels Family Vocal Award Fund 63,250 15
Mildred Dixon Holmes – Youth Orchestra Fund 366,278 Hutton Family Fund Lawyers’ Legacy for Children 69,099 John & Esther Marshall Memorial Fund 215,316 Mayberry Family Fund 150,000 McCallum, McBride Fund 864,520 Carolyn & Paul Milne Fund 35,189 Mark & Barbara Nimigan Fund 28,529 Kathleen C. Nolan Education Fund 32,535 John & Mary Reesor Fund 150,000 Bill & Tina Seale Fund 107,120 Ed Smee Conserver Society Environmental Fund 33,953 Stoney Creek Health Fund/Dr. Bob and Mildred Kemp 310,812 Swire Family Fund 39,100 Thorne Family Fund 27,030 Edith H. Turner Foundation Fund 8,279,432 Williams Family Fund 60,000 The Young Fund 40,534,900 Several anonymous funds 711,679
Designated Funds These funds have been established to benefit specific charities named by the donor. Douglas J. Clark Fund Walter & Mildred Danby Fund Frank Charles Miller Fund Phenix Fund for Animal Welfare 16
100,000 352,336 1,711,904 97,631
James P. & Mary S. Phin Charitable Fund PHOG Endowment Fund Samaritans’ Tithe Fund The Glenn & Sidney Sellick Fund United Way Fund/Kenneth R. Walsh
177,575 311,220 244,967 10,000 144,291
Scholarships and Bursary Funds These funds assist and encourage promising students, including those severely challenged by education costs. General Bursary Fund/Genevieve A. Chaney & Cordelia C. Ensign 503,203 Laurie S. Connon Fund 10,000 Eugene B. Eastburn Fellowship Fund 511,438 Howard Fairclough Organ Scholarship Fund 51,922 Geritol Follies Bursary Fund 118,025 Daniel Giannini Fund 958,562 Christina Hamilton Scholarship Fund 25,134 William Allison Haynes Fund 19,700 Lee Hepner Award Fund 17,738 Mildred Dixon Holmes – Artist of the Year Fund 30,000 Russell & Elizabeth Lindley Fund 145,370 Rundle Foreign Study Bursary 29,004 United Nations Association, Hamilton & District Bursary Award Fund 10,080 John E. VanDuzer Scholarship Fund 27,118 Albert & Betty Walters Fund 40,000 Jervis B. Webb Company of Canada Scholarship Fund 200,000
Ross F. Webb Bursary Fund Several anonymous funds
40,000 60,000
Agency Endowment Funds These charitable organizations have established permanently-endowed funds to provide a source of income to carry out their work. AbleLiving Services Inc. Mary Traini Legacy Fund 68,344 Art Gallery of Hamilton – Building a Legacy Fund 253,678 Catholic Children’s Aid Society – Youth Opportunity Fund 57,666 Hamilton Naturalists’ Club: Habitat Preservation Endowment Fund 139,341 Conservation & Education Endowment Fund 42,706 Ecological Research Endowment Fund 26,107 Hamilton Public Library “Library Legacy Fund” 413,466 Interval House (Hamilton) Freedom and Hope Fund 90,020 Rotary Club of Hamilton – Rotary Forever Fund 55,085 Scouts Canada, Hamilton Wentworth Endowment Fund 161,070 United Way Tomorrow & Forever Fund 1,224,211 YWCA Hamilton Endowment Fund 752,296
Administration Funds These funds have been established to support the administration of the Foundation’s community leadership, development, grantmaking and communication programs. Cameron K. MacGillivray Fund 21,140 Ross & McBride, LLP Fund 24,609 Judith McCulloch Tribute Fund 11,041 Judith & Peter McCulloch Fund 42,538 Marjorie & Bill Nelson Fund 100,000 Thérèse & Kent Newcomb Fund 10,000 Brenda & Terry Yates Fund 84,590 Other gifts 18,004
Funds Held on Behalf of Others These funds have been placed with the Foundation for long-term investment by other charitable organizations. Burlington Community Foundation Fund 5,807,060 Children’s International Learning Centre Fund 1,544 Hamilton Public Library Funds: Capital Endowment Fund 217,560 Ketha McLaren Fund 13,624 Special Gifts Fund 424,958
Funds In Progress Donors interested in working with HCF may choose to build their funds gradually. Board Leadership Fund Marjorie Dell Clark Fund
Conducive Fund Amanda Marie Cowan Memorial Scholarship Fund CPRS Hamilton Legacy Fund Cygnus Fund David Davis Memorial Fund Jeff Dickins Memorial Fund Dream Weaver Fund Shirley M. Elford Gift of Today Fund Betty & Jack George Family Fund Richard & Justine Giuliani Foundation Fund Bruce Hamilton Family Fund Hundred Waters Foundation Fund Porto Family Fund Mark Preece Family House Endowment Fund Revolution Hope: Claire Lewis Foundation Fund Alfred Robertshaw Memorial Fund Jeanne Scott Fund
Hamlin Charitable Fund The Hogarth Family Foundation Fund The Miller Fund Payne Fund Pioneer Energy Foundation Protecting Our Environment Together (POET) Fund School Nourishment Fund Social Enterprise Fund Young Response Fund Anonymous funds
Life Insurance Policies The Foundation owns and is beneficiary of life insurance policies donated by Sheila Davies, Margaret E. Gage, Diana Hogarth, Helen F. Lofthouse, Judith McCulloch, Barbara Bethune Souter, Joan VanDuzer and Ronald J. Zabrok and two anonymous donors.
Flow-Through Funds
Total face value:
The capital and income from these funds is distributed over time.
Estates and Funds under Trustee Administration
Ambery Fund Bay Area Arts & Heritage Fund Carpenter Legacy Fund Children’s International Learning Centre Growth Fund Marlies & Alan Clark Fund Farah Charitable Fund Ron & Gina Fraser Fund John H. Frid Fund Hamilton Prosperity Fund Hamilton Spectator Summer Camp Fund
$3,058,130
At the time of publication, the Foundation had been notified of a charitable gift (subject in some cases to the life tenancies of others) in the following estates or trusts: Alice J. Ainsworth, the Victor K. Copps Fund, James Walker Culhane, Isabel Dougher, Victor Roy Farr, Dr. C. Robert Kemp, Antonina Lena Lombardo, Irene Emilie Lowes, Martha McKinnell Serrels, Vincent Michael Wajar, Marjorie Wild.
17
Contributors Hamilton Community Foundation sincerely thanks the following contributors for their gifts this year: AbleLiving Services Inc. AFRO-Canadian Caribbean Association Thomas & Mildred Allen Stephen & Deborah Altmann Caroline Archer Frank & Berenice Arnold Dr. Jane Aronson The Honourable Mr. Justice Harrison Arrell & Diane Arrell Jill Axisa Anne Bain Kim Bakker Robert Balint Ballagh & Edward LLP Glenn & Kim Barrett Philippe & Mary Barrette Irene Bateman Mandy Bateman John & Patricia Baus Allan & Mrs. Baxter Brent & Rebecca Bentham Ron Berenbaum Clarence & Mrs. Bick John & Sandra Black
18
Dr. Richard Black & Dr. Tracy Lawrence-Black David Blanchard BMO Employee Charitable Foundation, Ontario Region BMO Nesbitt Burns BMO Nesbitt Burns, PCD Management Wilda B. Bostwick Gerald & Sandy Boswell William Bourque The Boutique Bill & Marnie Brehm Dr. Scott & Jeanette Brimble Hazel M. Broker Mary Brooks Gina Browne Graham Browne Brownlow Partners Management Inc. Ernest & Ruth Brunton Burgeonvest Bick Securities Limited Mary Buzzell CAA South Central Ontario Don & Helen Callaway Cambridge Memorial Hospital Pathologists
Cambridge Memorial Hospital Surgical Suite Staff Dr. Lauren M. Cameron Carol E. Campanella Canadian Association of Gift Planners Canadian Public Relations Society – Hamilton Alice A. Cannon Janet E. A. Cannon Paul & Sara Cannon Jane Capell Richard & Carole Capling John & Julie Capone James & Helen Cardwell Lon Carlson Carmen’s Inc. Terri & Lyn Caron Dennis & Jacqueline Carson CARSTAR Automotive Canada Chafrid Holdings Ltd. Mark & Debbie Chamberlain Estate of Michael Chamberlain Pamela Chamberlain Theophile & Barbara Chamberlain Ronald & Evelyn Chapman Fred & Sharon Charters
Judi Childs Jennifer Chivers Dr. Kathy Chorneyko Brooke Chrysler City of Hamilton A. Hugh Clark Alan & Marlies Clark Cogeco Cable Graeme & Becky Comeau-Wardlaw Community Growth Accelerator Network James & Lillian Conner Connor, Clark & Lunn Private Capital Ltd. Conspec Controls Limited Ken Cook Terry Cooke & Maureen Wilson William Cooke Dr. Justin & Jessie Cooper Tom Cooper William & Heather Copeland Sondra Cornett Dr. Christopher M. & Deanne Counter Rick Court Daniel M. Coutts A. Robert Cowan
Contributors
Pam Cowan R. Ian Cowan James Cowman & Kathryn Osborne Jack Craig & Karen Gill Robert D. Crockford David & Janet Crouch Katharine Currie & Family Peter & Bernadette Curtis Jimmy Cushnie Kirk Cushnie & Dr. Jennifer Brasch Janet Dalicandro Dan Lawrie Insurance Brokers Ltd. Larry & Sharon D’Andrea Bob & Renate Davidson Sheila Davies Barry & Robin Dawkins Peter & Kathleen Dawn Murray & Mary De Groene Samantha Dean Ludvic & Doris Decarlonis Deloitte & Touche Foundation Canada Sean Devine Marc & Janet Devlin Fred & Bev DeWitt
Ross & Judith Dickie Dr. Pat Dickinson Terry & Grace Diffey Helen E. Dodds Xuanming (George) Dong & Huajing Shao Kevin & Karen Dore David P. & Mary Jane Dutchak Norman & Juanita Dyment Peter & Irene Eke Gerry & Shirley Elford David A. Elliot Gary & Virginia Elliott Howard Elliott & Pearl Wolfe Margaret E. Ely Estate Planners Council, Hamilton David & Kathleen Estok Patricia Fekete Fengate Capital Management Ltd. David & Corinne Filer Gaetano & Marjorie Filice Lorne & Michele Finkelstein Frank & Lydia Fitz Jay & Yolanda Fitzpatrick John & Mary-Lynn Fleming Don Fox Ron L. Foxcroft Bob & Margaret Freeborn
Jeremy Freiburger John H. Frid Filomena Frisina Patricia Fulton Thomas & Joan Gallagher Dr. Scott Garner Ross & Helen Garrett Scott & Val Geddes GeoDigital International Dr. Lindsey J. George Paul Gibel Kerr Gibson Linda J. Gillespie Mary S. Gilmour Eric Girt Rick & Justine Giuliani Murray Glase Robert C. & L. Ann Glass Elizabeth Godard Matt & Sarah Goodman
Joan M. Gordon W. Ian Gordon, QC Joe Gravina Dr. Lawrence Green Matthew Green John Greene & Susan Stewart-Greene Susan Greer Dr. John & Gillian Gunstensen Cameron & Lisa Habisreutinger Sean & Lisa Haggarty Murray & Hynda Halpren Brian & Morag Halsey Everard Hambro Hamilton Chamber of Commerce Hamilton Law Association Hamilton Lawyers’ Club Hamilton Naturalists’ Club Bruce & June Hamilton Peter & Paula Hampson Paul & Helen Hanover The Honourable Mr. Justice C. Raymond Harris & Beth Harris Robert & Barbara Harwood Rev. Allison Haynes Gerald Hedgcock Dr. Joan B. Heels Christine Hellendy Rob & Tami Henderson 19
Neil Hendry & The Honourable Madam Justice Jane A. Milanetti Dr. Ayman Hendy Hillfield Strathallan College Sandra L. Hilliard Geoffrey H. Hogarth Murray & Diana Hogarth Wayne & Anne Hooey Don & Darleen Hopkins Dr. Sargent & Ruth Horwood Michael & Linda Hughes Blane & Helen Humphreys Dorothy G. Hunter Bill & Stella Hunting Peter Hutton Insurance Brokers Association of Hamilton Leonard & Kathryn Ippolito Barbara Irving Betty Ivanore Paul R. C. Jaggard Douglas R. Jarrett Tom & Cheryl Jensen JMS Project Management Ltd. Nancy Johnson & Sandra Dorley Shirley A. Johnson Dr. Charles & Lorna Johnston Kathryn Jones Hilary Kaler Cameron & Cindy Keller Dr. David Kelly Avril M. Kemp 20
Declan & Josie Keogh Tony Kerigan Paul Kinsman Dr. John & Rosemary Knechtel Brian & Judy Knight KPMG Management Services LP Christina Kubacki Brad Kuhn Jim & Donna Laceby Dr. Jack & Ann Laidlaw Madeleine P. Laing Paul & Pam Lakin Howard & Sharon Lampman Tim & Dale Langs Bruce & Kimberly Latimer Ned & Heather Lauder James A. & Mary Lou Lawlor Bill & Nancy Lawrence Andrew Lawson Stephen & Sharon Lax
Jane LeVan Monte & Madeleine Levy Michael D. Lewis Rick & Ruth Liebersbach John & Anne Liphardt Marie L. Lipinski Helen Lofthouse Peter & Elizabeth Loucks M. Dawn Ludbrook Raphaela Lulich Bob & Carol Lumsden Bill & Anne Lupkoski Robert & Anne MacIsaac Sylvia A. Mackrory David Malcolm & Annette Aquin Glenn A. Mallory Keith & Barbara Mann Greg Marsden & Cheryl Taylor Steven & Rosemary Marsh Glenn R. Marshall Linda Marshall Jeff & Denise Mathers Mary McCallum James & Arlene McCaw J. W. McConnell Family Foundation Judith McCulloch Dale McDonald Sheila M. McDougall H. D. Jean McIlmoyl Bonnie McInnes Archie & Grace McKenzie
Dr. Don & Kathryne McLean McMaster Children’s Hospital, Kings Crossing Mike Chamberlain’s McMaster Family McMaster Innovation Park McMaster Medical Physics Department & Friends Softball Team McMaster University, Board of Governors McMaster University, Platelet Immunology Rev. Alan & Maureen McPherson Archie J. McQueen Chuck & Carol McRae Clarence & Helga McTaggart Michael Mendel & Rachel Wortzman P.J. Mercanti Grahame & Sheree Meredith Frank C. Miller Alex & Jane Mills J. Paul Mills, QC Jim & Elizabeth Mills Paul & Carolyn Milne Cory S. Minkhorst Evelyn Mitchell Matthew Moccio Mohawk College Enterprise John R. Mojeski Scott & Diane Monds
Alexander & Heather Moroz Dr. Henry & Betty Muggah Margaret B. Mulligan William & Patricia Mungar Sarah M. Murphy Mario & Paulette Naccarato Hazel Naylor Bill & Marjorie Nelson Kent & Thérèse Newcomb Elizabeth M. Newlands NGP Energy Technology Partners Barry & Nancy Nicol Hideo & May Nishimura Dermot P. Nolan Shiran Noseworthy OPG, Darlington Chemistry Laboratory Staff Tammy Packer Joel & Shelley Paikin Peter & Rose Marie Palmer Jaclyn Paradis Paul D. Paradis John & Julia Parker Frank & Carmela Passaro George & Rosemarie Patak PatientCare Solutions Deborah Peace Peacock Philanthropic Counsel Inc. Jane E. Peacock Al & Lorraine Peckham Pegasus C/P TIFPRO II
Productions Inc. James N. Peirce Don & Sheila Pether Allen & Marsha Peti The Honourable Mr. Justice Paul G. Philp & Joyce Philp Shirley Picken David W. Pierce William & Carole Pigott Carm Pillai Pioneer Energy LP Ryan Poole Sam Porco Paul & Eunice Porritt Cindy Porter Raymond & Constance Power Steve & Mary Prime Adam Pyke Judith Pyke Paul & Lisa Ramacieri Arnold & Diane Rawsthorn Carolynn Reid Gary & Gail Reid Beatrice W. Riddell Dana & Catherine Robbins Joan K. Robertshaw Prof. Pamela Robinson Barbara E. Rogers Dr. John Rook Rob & Peg Rooks Brian Rowatt & Jane Peirce Nancy K. Rundle
Mark C. Russom SB Partners LLP Michael Schwenger Mae Scibetta Marisa L. Scibetta Scotiabank Jeanne Scott Tina S. Seale Settlement & Integration Services Organization (SISO) Dorina Simeonov
David & Gwynneth Simpson Elizabeth Simpson Glen Simpson Helen K. Simpson John & Toni Simpson John D. Simpson & Family Robert Simpson & Family
Carolyn Sinclair Sima Skarica William & Shirley Sloan Barbara Souter Marnie Spears Frederick J. & Ruth G. Spencer Rick & Maureen Spencer Henry & Harriet Sprague Hugh & Leslie Sprague St. Joseph’s Healthcare Foundation Robert & Miriam Stanbury Angelica Stavnitzky Fritz & Frances Stellar Bill & Jo-Anne Stephens Sandra Stephenson Gordon B. Stermann Alex J. Stewart Wanda J. St-Francois Allan & Sylvia Stockwell Dr. Paul Strauss Allan & Linda Stremler The Strongman Group Helen Stys Glen & Debra Swire Ret Swire Larry & Fern Szpirglas The Honourable Mr. Justice John D. Takach Dr. Lewis Tauber & Lori Dessau Vikas & Mukta Thapar Gerry Thomas Joshua E. & Amy Thorne 21
Patricia Timson Louise A. Todd Vincenza Travale Margaret Trupish Demetrius Tsafaridis Roman Turchyn William Turik Kenneth J. Tyler United Way of Burlington & Greater Hamilton Matt A. Valeriote Joan Van Damme Paul R. Van Riezen Marg Ann Van Wyck Joyce Vanderpost Jim L. Vanderveken Joan VanDuzer Tracy Varcoe Stephen F. Varey Gรกbor & Lisa Vaski Michelle Vine Catherine Vollmer Volunteer Hamilton Marjorie Walker Denis & Joan Wallace Norma M. Walsh Patricia A. Walsh Ed & Carole Walzak David R. & Nancy Wands Dr. Gary & Joy Warner Henry & Gladys Wasilik Daniel Watt 22
Samantha Waxman Al & Liz Weaver Wellesley Institute MaryLynn West-Moynes Mary Wigle Seymour L. & Noreen Wigle Boris Williams & Sunniva Buskermolen Gwyn & Gail Williams Dr. Tricia Williams Bill & Marilyn Wilson Don & Barbara Wingfield The Winnipeg Foundation Bruce Wood Philip & Barbara Wood Sydney W. Wood Shendal Yalchin Terry & Brenda Yates Marita Zaffiro Nicholas J. Zaffiro, QC Alex Zhang Linda Ziemski April Zimmer The Zimmer Family
Memorial gifts were received in honour of: Mark Blake Maureen Blake Robert Brikmanis Rick Broadfoot Jane Brown
Nancy Byrne Joseph & Mildred Cardwell Dr. John Carroll Gertrude Cetinski Michael Chamberlain Marie Coats Amanda Marie Cowan Hugh F. Dean, QC Mary Dell Isabel Dougher Donald Duxbury Sgt. Shawn Eades Barbara Epstein Jose Faria Tara Lynn Giuliani Carl Graham Floyd Hamilton Robert Harper
Leonor Hart Hilda Henderson Lee Hepner Mel Howard James Hyslop Emmett & Isobel Kelly Clare & Sarah Lakin Susan Levy George F. Lewis Lise Lombos Marion Lowe Rudy & Margaret Lupkoski Dr. E. Blakely Macfarlane James MacKay Rosemary Mann Joseph Maziarz Connie McLean Lawrence (Dee) McNally Evelyn Murdoch Elsie Paget Linda Perger Ron Reid Poyntz & Annetta Ricketts Constance Robertson Philip & Rose Sawka Jackie Schneider Grace Scott Fred Simpson Helen Simpson J. Benjamin Simpson, QC John M. Smye Halliwell Soule, QC
Mabel Spence Arne & Margaret Stensrud Margaret Szabo John Trudel Foti (Fred) Tsafaridis Betty Wallace
Tribute gifts received in honour of: Mark Chamberlain Frank Cooke Sr. Tom Cooper Paul Craig Charles Criminisi Giovanni & Grazia Criminisi Shirley Elford Ron Foxcroft Guests of the Heirwegh/ Mojeski Wedding Cheryl Jensen Donna Laceby Ann McKay Carolyn Milne Bill Morris Nick & Glayde Rizzo Teachers at Sir William Osler Elementary School on the occasion of Grade 8 graduation Harriet Thomas Joshua E. Thorne Eric Willis
Holiday gifts received in honour of:
Hamilton Spectator Summer Camp Fund:
Gifts in Kind and Sponsorships
Irene Booker Janice Long Bill & Lois Reynolds Stermann & Galbraith families of Hamilton Takeuchi Family Teachers of Hannah Goodman at George R. Allan School Teachers of Hannah & Jonah Goodman at McMaster Children’s Centre Teachers of Jillian Malcolm at Ryerson Middle School Teachers of Claire & Ian Diffey at Westmount Secondary School Karen Turner Jennifer Watson Michael & Clare Watson Heidi Van Damme
Hamilton Community Foundation thanks all donors who contribute to sending children to camp. Gifts over $500 are listed below:
AVW-TELAV BMO – Bank of Montreal Connor, Clark & Lunn Private Capital Ltd. Dr. Tom Deans Fielding Universal Holdings The Globe Youth Centre Green Ideas Hamilton Public Library The Hamilton Spectator Hockley Valley Coffee Roasters Jarislowsky Fraser Limited Leger Marketing Rob MacRae Betsy Martin Mohawk College Brian Mullen OD Score PricewaterhouseCoopers, LLP Rodgers Investment Consulting Sheila Sammon, McMaster School of Social Work Sheraton Hamilton Hotel Simpson Wigle LLP Trivaris Ltd. Wesley Urban Ministries
1357087 Ontario Inc. BFI Canada, Inc. Burlington Concert Band & Pops Orchestra Canadian Orpheus Male Choir CIBC World Markets Children’s Foundation Duck Sports Inc. ECO Film & Arts Festival Freewheelin’ Concerts Hamilton & District Soccer Association Hamilton Burlington Automobile Dealer Association Hamilton Philharmonic Youth Orchestra Jeffrey Holk The Martin Foundation Rotary Club, Ancaster AM TD Bank Financial Group Elizabeth Whetham Rob Wojtasik
23
Grants made in 2010 -2011
Grants Approved by Sector - Year ended March 31, 2011
H
amilton Community Foundation offers donors powerful opportunities to make a difference in the community. We are unique in that we enable donors to grant to the widest possible range of charitable organizations and initiatives: arts and culture, health and human services, environment, recreation and education.
All HCF Funds *
Community Fund and Field of Interest Funds **
8%
7%
11%
1%
11%
15%
11%
12%
48%
11%
55%
10%
Through prudent investment and sound financial practices, we ensure that donors’ wishes are respected forever. Details about the projects funded by the grants listed here are available on our website at www.hcf.on.ca/grants_recent.shtml. For information about applying for a grant visit www.hcf.on.ca.
*Total annual granting by Hamilton Community Foundation reflects Board-directed granting and the interests of people who have established donor-advised funds. Arts & Culture Education Environment Health & Human Services Recreation Other
24
**Grants from the Community Fund and field of interest funds are directed by the HCF Board. The Community Fund addresses Hamilton’s highest needs and is currently directed to poverty reduction, prevention and alleviation. As a result, the majority of these grants are in the health and human services sector. Grants from field of interest funds are directed to the sectors identified by the donors; accordingly grants are made across the charitable sectors identified in the chart above. Granting shown as “Other” relates to support by the Community Fund for cross sector projects, for example civic engagement, community collaboration and other philanthropic organizations.
Grants 2010-2011
Grants from Unrestricted Funds Community Fund: Tackling Poverty Together Fund/TPT Adult Basic Education Association 25,400 Community Foundations of Canada 22,209 Conserver Society of Hamilton & District, Inc.*/Environment Hamilton 50,000 Elizabeth Fry Society 20,000 Elliott Heights Baptist Church 6,751 First Hamilton Christian Reformed Church (New Hope Church) 20,000 Habitat for Humanity Hamilton 25,000 Hamilton Association for Residential & Recreational Redevelopment Programs 69,000 HCF: Hamilton Roundtable for Poverty Reduction 50,000 HCF: Youth Advisory Council 36,459 Hamilton Council on Aging 24,171 Hamilton East Kiwanis Boys’ and Girls’ Club 14,636 Hamilton East Kiwanis Boys’ and Girls’ Club*/McQuesten Community Planning Team 15,000
Hamilton-Wentworth Catholic District School Board 19,531 Hamilton-Wentworth District School Board 50,000 The John Howard Society 17,631 Lightway Church 1,718 North Hamilton Community Health Centre 12,704 Robert Land Community Association 5,000 St. Joseph Immigrant Women’s Centre 27,000 Social Planning & Research Council of Hamilton 13,000 Welcome Inn Community Centre of Hamilton 32,000 Wesley Urban Ministries*/ Green Venture 11,000 Wesley Urban Ministries 120,841 YWCA Hamilton 27,000 ToTAL
716,051
In addition to these grants, $98,000 was paid this year for grants approved in prior years.
Immediate Response Fund Christ’s Church Cathedral City of Hamilton Hamilton East Kiwanis Boys’ and Girls’ Club Neighbour to Neighbour Centre (Hamilton) Robert Land Community Association Rotary Club of Hamilton Rotary Club of Hamilton*/Wever Community Development Committee St. Giles United Church St. Joseph Immigrant Women’s Centre St. Matthew’s House The Salvation Army, Dundas Community & Family Services Social Planning & Research Council of Hamilton Social Planning & Research Council of Hamilton*/Hamilton Civic League Wesley Urban Ministries ToTAL
625 3,000 6,000 2,500 625 625 2,000 625 3,000 2,500 2,500 625 1,100 3,750
29,475
* Organizations marked with an asterisk indicate lead partners for this grant
25
Grants from Field of Interest Funds The Angel Fund
Russell I. Elman Fund
Hamilton Community Foundation 205 De dwa da dehs nye>s Aboriginal Health Centre 2,268 Lynwood Hall Child and Family Centre 2,400
Neighbour to Neighbour Centre (Hamilton) Rotary Club of Hamilton Sunset
500 2,000
ToTAL
2,500
ToTAL
4,873
Mary Lauder Cassidy Fund Hamilton Council on Aging
9,229
Community Health, Education & Research Fund
First Place, Hamilton Tomorrow Fund St. Joseph’s Home Care
34,700 6,000
ToTAL
60,700
20,000
Giovanni & Grazia Criminisi Literacy Fund
17,200
Betty & Jack George Family Fund Threshold School of Building
McMaster University St. Joseph’s Healthcare Foundation Social Planning & Research Council of Hamilton
Arthur & Helena Lemon Fund
4,000
Gibson Trust / Town of Flamborough Hamilton Niagara Haldimand Brant Community Care Access Centre
1,104
Hambro Fund Hamilton-Wentworth Catholic District School Board
907
Florence E.S. Hutton Fund
Hamilton Community Foundation Adult Basic Education Association
76 600
ToTAL
676
HCF: Hamilton Spectator Summer Camp Fund YMCA of Hamilton/Burlington
323 550
ToTAL
873
Kirkpatrick Fund YWCA Hamilton 26
1,000
Wesley Urban Ministries
3,721
Ray Lowes Environmental Fund Hamilton Conservation Foundation Hamilton Naturalists’ Club ToTAL
7,137 7,137 14,274
George & Shirley McBride Foundation Fund Burlington Community Foundation Lightway Church
925 3,282
ToTAL
4,207
Ontario Endowment for Children & Youth in Recreation Fund Art Gallery of Hamilton 1,000 Catholic Family Services of Hamilton 1,500 Catholic Youth Organization 3,500 De dwa da dehs nye>s Aboriginal Health Centre 1,732 Ecumenical Support Committee for Refugees 2,300 Hamilton Association for Residential & Recreational Redevelopment Programs 1,900 Liberty for Youth 4,500 Lynwood Hall Child and Family Centre 3,000 MS Society of Canada – Hamilton Chapter 3,000
Robert Land Community Association Rotary Club of Hamilton*/ Cathy Wever Elementary School The Wever Community Hub St. Joseph Immigrant Women’s Centre Welcome Inn Community Centre of Hamilton Wesley Urban Ministries Wesley Urban Ministries*/ Cricketers Association of Canada ToTAL
3,000 2,900 2,000 3,000 2,000 2,000 3,500 40,832
Protecting Our Environment Together (POET) Fund POET Youth: Grants to 20 secondary schools in Hamilton to support environmental projects 13,425
Royal Canadian Humane Association Fund Royal Canadian Humane Association
3,300
Lillian M. Shaw Fund The John Howard Society
Women’s Trust Fund Wesley Urban Ministries
338
Kenneth Boothe Young & Marie Catherine Young Fund Centenary United Church Elliott Heights Baptist Church Threshold School of Building
5,463 18,249 25,000
ToTAL
48,712
HCF Youth Advisory Council 10,369
Youth-led Community Action Projects 13,550
Grants from Donor-Advised Funds Hugh C. Arrell Memorial Fund Carpenter Legacy Fund
300 20,000
W.L. Carpenter Memorial Fund
6,500
Clark Family Foundation Fund
4,000
Marlies & Alan Clark Fund
45,000
In addition to this amount, $10,000 was paid this year for grants approved in prior years.
Farah Charitable Fund
2,500
Fengate Community Foundation Fund
1,513
John H. Frid Fund
5,000
Richard & Justine Giuliani Foundation Fund Tara Lynn Giuliani Foundation Fund Lillian & Marvin Goldblatt Charitable Fund
10,000
Hamilton Prosperity Fund
24,460
Hamilton Spectator Summer Camp Fund
69,855
Grants to 24 organizations supporting 937 children to attend one week of camp
Hamlin Family Fund 3,400 38,250
341,050
Heels Family Vocal Award Fund
1,200
The Hogarth Family Foundation Fund
95,000 27
Mildred Dixon Holmes – Youth Orchestra Fund
22,421
Hutton Family Fund
4,000
Lawyers’ Legacy for Children
2,000
John & Esther Marshall Memorial Fund
2,772
McCallum, McBride Fund Good Shepherd Centres Hamilton
1,338
Payne Fund Pioneer Energy Foundation
14,500 436,000
Bill & Tina Seale Fund Ed Smee Conserver Society Environmental Fund Stoney Creek Health Fund/ Dr. Bob and Mildred Kemp Thorne Family Fund
19,060 4,000 20,000 1,000
Edith H. Turner Foundation Fund Catholic Family Services of Hamilton 15,000 Community Skills Training for Children of Hamilton-Wentworth o/a STAR 19,400
28
Culture for Kids in the Arts 10,900 Dundas Youth Chaplaincy 7,500 Elliott Heights Baptist Church 15,000 Hamilton Artists Inc. 10,000 Hamilton Association for Residential & Recreational Redevelopment Programs 3,000 HCF: Hamilton Spectator Summer Camp Fund 20,000 HCF: Protecting Our Environment Together (POET) Fund 17,000 Hamilton East Kiwanis Boys’ and Girls’ Club*/ Hamilton & District Labour Council 3,000 Hamilton Naturalists’ Club 12,000 Hamilton Printmakers Arts Association 10,000 Hamilton-Wentworth Catholic District School Board 5,000 Hamilton-Wentworth District School Board 10,000 Hamilton-Wentworth District School Board*/ My Study Buddies of Hamilton for Achieving Full Potential 5,000 Mark Preece Family House 25,000 Lightway Church 3,000 Living Rock Ministries 16,300 Neighbour to Neighbour Centre (Hamilton) 20,000
Neighbour to Neighbour Centre (Hamilton)*/Environment Hamilton 7,500 North Hamilton Community Health Centre 10,000 Robert Land Community Association 11,300 Rotary Club of Hamilton*/Wever Community Development Committee 4,000 St. Matthew’s House 3,000 Scientists in School 4,400 Stewart Memorial Church*/John C. Holland Institute for Leadership 17,000 Threshold School of Building 16,000 Welcome Inn Community Centre of Hamilton 15,000 Wesley Urban Ministries 43,000 YMCA of Hamilton/Burlington 12,800 YWCA Hamilton 10,000 ToTAL
381,100
The Young Fund
695,000
In addition to this amount, $200,000 was paid this year for grants approved in prior years.
Young Response Fund Anonymous
44,800 350,305
Grants from Bursary & Scholarship Funds General Bursary Fund/Genevieve A. Chaney & Cordelia C. Ensign 6,470
Howard Fairclough Organ Scholarship Fund
2,500
David Davis Memorial Fund
500
William Allison Haynes Fund
1,490
Jeff Dickins Memorial Fund
1,000
John E. VanDuzer Scholarship Fund
2,000
Albert & Betty Walters Fund
1,400
Jervis B. Webb Company of Canada Scholarship Fund
9,000
Grants from Designated Funds Anonymous
101,673
Total Grants and Community Leadership Total Grants Approved
$3,793,673
Adjustment for Deferred Grants 220,188 Total Grants Paid
$4,013,861
Community Leadership Projects Hamilton Roundtable for Poverty Reduction Youth In Philanthropy Program School Nutrition Initiative Project Other Leadership Projects
Total Community Leadership Projects Total
194,042 35,381 14,953 40,608 284,984
$4,298,845
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Financial Highlights Year ended March 31, 2011
H
amilton Community Foundation is pleased to report its results for the year ended March 31, 2011. Thanks to the ongoing generosity of our donors, donations increased to over $6.0 million. We also saw positive investment returns and an increase in our grants and community leadership expenditures to our community. Following are financial highlights, and key historical information. In keeping with our commitment to financial accountability and transparency, full audited financial statements are available at www.hcf.on.ca or by mail. Please call 905-523-5600 for a copy.
30
($000’s)
2011
2010
2009
Total Assets
125,156
116,277
99,795
Investments at Market
124,313
115,445
98,937
106,371 10,730 218 117,319
105,022 3,662 287 108,971
105,215 (11,964) 353 93,604
Funds held on behalf of other parties
7,348
6,938
5,686
Donations received
6,058
4,713
3,375
Grants and Community Leadership
4,299
3,977
4,598
Operating expenses As a % of average total assets
2,064 1.7%
1,751 1.6%
1,755 1.6%
Investment returns One year Five years Ten years
8.6% 3.1% 4.4%
Funds Balance Endowed Funds Restricted Funds Operating Funds Total HCF Funds Balance
Financial
Total Assets
Hamilton Community Foundation’s funds balance represents the total of accumulated donations received plus the net investment earnings on these donations less amounts distributed for granting and operating costs. Funds include both endowed and flowthrough funds. Endowed funds are held permanently, with grants made from investment earnings. Flowthrough funds are fully expended for granting, generally over one to three years.
140
350
120
300
100
250
80
200
60
150
40
100
20
50
0
2004 2005 2006 2007 2008 2009 2010 2011
Number of Funds
HCF Funds Balance
Total Funds Value ($MM)
Hamilton Community Foundation’s total assets at $125 million at March 31, 2011 include HCF funds balance and $7.3 million in funds held on behalf of third parties.
Funds at HCF
0
The funds balance has grown 44% from $81.3 million in 2004 to $117.3 million at year ended March 31, 2011. The funds balance eroded in 2008 and 2009 when donations were unable to offset the impact of worldwide investment market declines. The number of funds has increased 60% to 302 in 2011 from 189 in 2004.
Investment Returns Portfolios are invested according to investment policy guidelines established by HCF’s Board of Directors. The policy was updated in 2011 and is available at www.hcf.on.ca. All portfolios are
Highlights
managed by professional investment managers in accordance with the investment policy and overseen by the Board’s Finance and Investment Committee. This committee reviews the investment managers’ reports quarterly to assess each manager’s performance. In addition, the committee meets with the investment managers semi-annually to complete a formal evaluation. The investment policy sets out a target asset mix as well as a range around these targets. The managers use their discretion to invest the portfolios within this range. The following reflects the current and target asset mix.
Asset Mix of Investment Portfolio 45% 40% 35%
38% 33%
30%
Current Target
39% 34%
28% 28%
25% 20% 15% 10% 5% 0%
Fixed Income
Canadian Equity
Foreign Equity
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Total Donations ($MM)
15% 10% 5% 0% -5% -10%
20 15 10 5
-15% -20%
2004 2005 2006 2007 2008 2009 2010 2011
Portfolio Returns
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0
1000 900 800 700 600 500 400 300 200 100 0
Number of Donations
25
20%
Grants
2004 2005 2006 2007 2008 2009 2010 2011
Benchmark
7
600
6
500
5
400
4
300
3 200
2
100
1 0
2004 2005 2006 2007 2008 2009 2010 2011
Number of Grants
Donations Received
Total Grants ($MM)
Investment Returns 25%
0
Endowed Grants Flowthrough Grants Community Leadership Projects
Investments returned 8.6% in 2011 compared to an 8.9% investment policy benchmark. The benchmark reflects the actual market indices returns for HCF’s specific target asset mix. The 10-year return including two market downturns was 4.4%.
Total annual donations have ranged from $3.0 to $6.5 million over the past eight years, except in 2005 when donations included a single bequest of $12 million. The number of donations varies by year and are significantly influenced by the volume of in memoriam gifts.
Donations Received
Grants
Donations to the Foundation come primarily from individuals, but also from companies and other charitable organizations. Donors may contribute to named endowment or flowthrough funds or to the Board-directed Community Fund.
Grants are made annually from both endowed and flowthrough funds. As the total flowthrough fund balances are granted in a short time period, granting from these funds influence the amount of total granting in any given year.
Grants and community leadership project costs have been in the range of $4 to $6 million annually. Endowment granting was reduced in 2009 and 2010 as a result of the decline in investment returns which a) lowered the asset base used for the granting calculation, currently 3.5% of the fund balances and b) resulted in a lack of accumulated investment income for some funds. With the improved investment results in 2010 and 2011, granting is anticipated to increase in 2012.
Operations The Foundation’s staff is directed by the President & CEO, who reports to an independent board of directors. Operating costs include asset development, granting, administration and governance, community relations and knowledge dissemination and community and philanthropic leadership. Community relations and knowledge dissemination include the costs of Hamilton’s Vital Signs and costs related to knowledge sharing. Community and philanthropic leadership examples include convening around the city’s critical issues (e.g. work on developing a school nutrition program) and providing input to local organizations on emerging issues for use in their strategic planning. It also includes fostering the growth of philanthropy. These costs include the contribution of time and facilities to the Hamilton Roundtable for Poverty Reduction. Costs by operating area are shown here.
Fiscal 2010 Operation Expenses 12%
14%
36%
11% 27%
Operation Expenses as a % of Average Assets 2.0%
Fiscal 2011 Operation Expenses
1.5%
16%
15%
35%
9%
.5%
25%
0%
1.0%
2004 2005 2006 2007 2008 2009 2010 2011 Operating expenses as a % of average assets
Operating expenses for the fiscal year ended March 31, 2011 total $2.1 million. The expense of development and other activities of the Foundation are not necessarily related to the donations received in any one year. The nature of the Foundation’s work creates normal gift delays which can result
in costs preceding the receipt of the gifts by several years (for example gifts in wills). As a result, consistent with the community foundation sector, operating costs are evaluated by a ratio of total operating expenses to average total assets. Ratios may fall within a range depending on the size and stage of development of a community foundation.
Grant Administration Community and Philanthropic Leadership Development Administration and Governance Community Relations and Knowledge Dissemination
Management considers the ratio of 1.7% (1.6% in 2010) to be within an acceptable range compared with benchmarks established in the community foundation sector. We continue to monitor both the actual results and the benchmarks on an ongoing basis.
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Board Advisory Committees 2010-2011 Audit Committee Terry Yates, FCA, Chair Mario Frankovich, MBA, CFA Ruth Liebersbach, CMA, C.Dir, FCMA Sarah Murphy, B.Eng, CIM Beth Webel, CA
Chaney-Ensign Bursary Fund Sandra Stephenson, Chair Terry Costello Jill Davren Kathy Hayes Dr. John Misale Nancy Rundle
Community Fund – Tackling Poverty Together (TPT) Advisory Committee Madeleine Levy, Chair Dr. Jane Aronson Anne Bain Carrie Brooks-Joiner Tom Cooper Robert D. Crockford
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Angela Dawe Nancy DiGregorio Jeremy Freiburger Dr. Lindsey George Eric Girt Diane LaPointe-Kay Brenda MacInnis-Bertin Sandi Mugford Brian Mullen Monica Quinlan* Dr. Leila Ryan Jane Soldera Ruta Valaitis Steve Varey Kimberley Walker Dr. Gary Warner Marita Zaffiro * retired during the year
Community Health, Education and Research Fund
Diversity Initiative Advisory Committee
Geritol Follies Performing Arts Bursary Fund
Geoff Hogarth, Chair Madeleine Levy, Vice-Chair Brian Amarelo Dr. Jane Aronson Dr. Lindsey George MilĂŠ Komlen Dr. Carolyn Rosenthal Dr. Gary Warner
Helen Clayton, Chair Sean Buckley Carl Horton Harriet Moody Jeanne Scott
Edith H. Turner Foundation Fund Renate Davidson, Chair Dorothy Bartalos Timothy Bullock Sondra Cornett Terry Horne, Honourary Member J. Benjamin Simpson, Q.C. (deceased July 2010)
Hamilton Spectator Summer Camp Fund Jane Allison
McCallum, McBride Fund Advisory Committee John McCallum, Chair Carole Capling Debbie-Ann Rashford Robert Ellison (deceased June 2010)
Dr. Jane Aronson, Chair Dr. David Chettle Marion Emo Dr. Jenny Ploeg Dr. Leila Ryan
Board Advisory
Nomination Committee Rev. Dr. Alan McPherson, HCF Past Chair/Committee Chair Mayor Fred Eisenberger, City of Hamilton Police Chief Glenn De Caire, Hamilton Police Service Tom Bontje, Chair, United Way of Burlington & Greater Hamilton Richard Koroscil, President, Hamilton Chamber of Commerce David Elliot, President, Hamilton Law Association Sandra Stephenson, Board Chair, Hamilton Community Foundation
Ontario Endowment for Children & Youth in Recreation Matthew Green, Chair Bronson Bob Cecelia Carter-Smith Gail Dowling
Nicki Glowacki Katherine Houston Greg Maychak P.J. Mercanti Randy Miller Evelyn Myrie
United Nations Bursary Award Fund Brian Reid, Chair Dr. Donald Goellnicht Gail Rappolt
Vital Signs Advisory Committee Dr. Leila Ryan, Chair Chris Borst Tom Cooper Riley Crotta Heather Donison Dr. James R. Dunn Brenda Johnson Dr. Peter Kitchen Sara Mayo
Dr. Colin McMullan Tim Rees Sue Rimac Dyanne Semogas Patti Tombs Judy Travis Colleen Van Berkel Liz Weaver Jeff Wingard
Youth Advisory Council Allan Enriquez, Co-Chair Tobias Williams, Co-Chair Brooke Bodden Tony Borsellino Mark Bursey Micaela Corcoran Elliot Davis Stephanie Dean Liz Enriquez Erin Jansen Sarah Kosacky Eve Laverty Emily Lockhart
Committees
Rachel Lupkoski Margaret MacCuish Rachel Martin Nadia Nadeem Melisa Okanovic Miranda Peters Callum Pryor-Byrne Oliver Richardson Barrett Sharpe Brad Lupkoski, Co-Chair* Melissa Ricci, Co-Chair* Dan Chavez* Chelsea Course* Susan Dang* Flora Elliot* Cole Firth* Megan MacCuish* Eddie Meredith* Krista Sferrazza* Magdalena Szkarlat* * completed term June 2010
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Board of Directors 2010-2011
Volunteers
Dr. Lindsey George CHAIR Assistant Professor, Department of Psychiatry and Behavioural Neurosciences, McMaster University
Ruth Liebersbach, BA, FCMA, C.Dir Director of Finance & Administration, McMaster Innovation Park
The Foundation is grateful to these dedicated volunteers and professionals who make a special contribution by assisting the Board and staff with special projects:
P.J. Mercanti President, Carmen’s Inc.
A. Hugh Clark Renate Davidson Gerald Hedgcock Murray Hogarth Paul Milne Brian Mullen Glen Swire Edward Walzak Gwyn Williams Bill Young, Jr.
Sandra Stephenson PAST CHAIR Partner, Lazier Hickey LLP, Lawyers Paul Gibel, FCA VICE CHAIR and TREASURER Partner, Grant Thornton Dr. Gary Warner, CM STRATEGIC ADVISOR Director, Arts & Science Program, McMaster University Dr. Jane Aronson Director, School of Social Work, McMaster University Anne Bain former Mayor, Stoney Creek; Executive Director, Community Action Support Team (CAST) Graham Browne Vice President, Human Resources and General Administration, ArcelorMittal Dofasco 36
Dr. Justin Cooper President Emeritus, Redeemer University College Robert D. Crockford Chairman, Valley City Manufacturing Jeremy Freiburger Executive Director/Founder, Imperial Cotton Centre for the Arts Eric Girt Deputy Chief of Police, Hamilton Police Service Matthew Green President & CEO, Integrated Active Living Inc. and Past Co-Chair, John C. Holland Awards Geoff Hogarth Director of Marketing, Pioneer Energy LP Cheryl Jensen Vice President, Academic, Mohawk College Madeleine Levy Independent Consultant / Community Volunteer
Sarah Murphy, B.Eng, CIM Investment Advisor/Portfolio Manager, CIBC Wood Gundy Demetrius Tsafaridis President, Care Go Holdings Inc. Marita Zaffiro, R.Ph., BScPhm, MBA President & CEO, Marchese Health Care Allan Enriquez Tobias Williams Co-Chairs, Youth Advisory Council – ex-officio Terry Cooke President & CEO Secretary of the Board
Staff as at March 31, 2011 Terry Cooke President & CEO Annette Aquin, CA Vice-President, Finance & Administration Grace Diffey, FCPRS Vice-President, Community Relations Matt Goodman Vice-President, Grants & Community Initiatives Sheree Meredith Vice-President, Philanthropic Services Jill Anderson Director of Development Helen Callaway Donor Services Co-ordinator Sharon Charters Manager of Grants Samantha Dean Administrative Assistant, Donor Services Margaret Freeborn Finance Administrator
Lisa Habisreutinger Webmaster/Foundation Support Assistant Morag Halsey Receptionist/Foundation Support Assistant Tami Henderson Grants Administrative Assistant Pamela Lakin, CA Director, Donor Services Anne Lupkoski, CAP Executive Assistant Mukta Thapar Accounting Officer Tracy Varcoe Administrative Assistant, Finance & Community Relations
Hamilton Roundtable for Poverty Reduction Tom Cooper Director Jennifer Chivers Administrative Co-ordinator
Consultant
Investment Counsellors
Linda Hughes Adult Advisor, Youth Advisory Council
Connor, Clark & Lunn Private Capital Ltd. Jarislowsky Fraser Limited
Auditors
Bankers & Custodian
BDO Canada LLP
Solicitor
SimpsonWigle LAW LLP
Bank of Montreal & BMO Harris Private Banking
Charitable Number: 13052 7427 RR0001
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DeSIGNeD bY PIeR 8 GROuP
120 King St. W., Suite 700 Hamilton, ON L8P 4V2 Tel: 905-523-5600 Fax: 905-523-0741 Web: www.hcf.on.ca Email: information@hcf.on.ca