The KWCF Annual Report 2015 by KWCF

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for assisting with our auditing needs:

KPMG LLP

for assisting with our legal needs:

Miller Thomson LLP Norton Rose Fulbright Canada

f o r a s s i s t i n g w i t h o u r n e e d f o r o f f i c e a n d m e e t i n g s pa c e :

Family & Children’s Services of Waterloo Region Region of Waterloo Zehr Levesque Inc.

f o r s u p p o r t i n g a va r i e t y o f i m p o r ta n t n e e d s :

Blitzen Cober Evolving Solutions Crowne Plaza Darlise Café Decision.io Hacienda Sarria Hahn Rentals Igloo Software School of Accounting and Finance, University of Waterloo Simpson Print Taylor Newberry Consulting Tivoli Films for assisting us with media support:

570 News 91.5 The Beat CHYM FM CKWR Country 106.7 CTV Southwestern Ontario DAVE FM Elmira Independent Exchange Magazine Faith FM K-Fun KOOL FM Rogers Television SNAP’d – Kitchener/Waterloo Waterloo Region Record Woolwich Observer

thanks!

a n d a s p e c i a l t h a n k y o u t o o u r 2 0 15 s p o n s o r s !

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

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

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Our Mission

CEO Message

Board Message

KWCF Volunteers

Belonging

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A Sincere Thank You

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table of

Table of Contents

Building, Investing, Leading

Waterloo Region’s Vital Signs®

Donor Story – Syrian Newcomers

Grant Story – YMCA Newcomer Youth

Grant Story – Hidden Acres Mennonite Camp

Vital Grants

Engage!KW

Becoming a Philanthropist

Funds – Market Value

Accumulated Donations

2015 Donations

Random Act of Kindness Day®

2015 Grants

2015 Financial Results

2015 Condensed Financial Statements

Our Foundation Staff

Financial/Grant Charts

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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.

our mission

the Immigration Partnership Fund for Syrian Newcomers. Although you might never meet the beneficiaries of your gifts, your exemplary leadership has certainly made an impact on belonging in our community and it will never be forgotten.

For many years now, our donors have recognized the importance of giving to the Community Fund, an unrestricted source of funding that allows us to address the ever changing needs of the community. This year we implemented changes to our granting programs to maximize the impact of our Community Fund. The Foundation’s staff has worked hard to engineer the Smart & Caring Grants Program: a multi-faceted approach to spending these funds to better serve the priority areas of Kitchener, Waterloo, Wellesley, Wilmot and Woolwich.

We are thrilled to report that one hundred percent of the Community Fund investment was directed to projects and programs that are moving the needle on Belonging and Leadership. We extend a sincere thank you to all of the grantees who have mobilized to make Belonging a priority. We look forward to reporting on the impact you have made to improve the physical and mental well-being in Waterloo Region.

From time to time our community experiences an unanticipated or urgent need for support. Having the flexibility of the Community Fund allows us to provide an immediate solution. For example, this year our community prepared to welcome a large group of Syrian newcomers. There was an urgent need to streamline fundraising initiatives. Through the Community Fund and our work with the Immigration Partnership of Waterloo Region, we were able to quickly coordinate a funding solution that will have a positive impact on the lives of the Syrian newcomers and our community for years to come. We want to thank everyone who contributed to The Foundation’s Community Fund, as well as

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Over the past year, we have had the honour of witnessing some of the finest community building. It is our hope that this Annual Report will inspire in you the same delight and gratification we get from helping others to turn their ideas into action.

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I N THE WORD S OF WINSTO N CHURCHILL, “WE MAKE A LIFE B Y W H AT WE GI VE .” THIS Q UOTE IS ESPECIALLY MEANINGFUL TO ME. IT SP EAK S TO COMMUNITY BUILD ING, LEAD ERSHIP, PHILANTHRO P Y AND EMPAT H Y.

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THE F O UND ATIO N O F MY COMMUNITY STA RTS W ITH YOU AND M E . IT I S NE VE R E ASY TO DESCRIBE IN ONE PAGE ALL THAT WE D O AS A B OARD. OUR ROLE IS T O SET POLI CY AND DE TE R MINE A HIGH-LEVEL APPRO ACH TO IMPROV ING T H E QUALIT Y OF LIFE IN OUR COMMUNI TY. WE KNOW THAT THE FUTURE WELL-BEING A ND SUSTAINAB ILIT Y OF A VIB R ANT COMMUNI TY I S HIGHLY DEPENDENT UPON THE DEVELOPM ENT OF FUT URE LEADERS AND VOLUNTE E R S. AT THE CO RE O F THIS IS BELO NGING AND LEADERSH IP. W E SP ENT M UC H OF 2015 PR OCE SSI NG WHAT WE HAVE LEARNED FROM O UR O WNE RSH IP AND FUR T H ER REFI NE D THE THR E E GOALS THAT D RIVE O UR WORK.

leaders and future leaders are informed , skilled , connected ,

citizens contribute to the community .

there is an increased sense of belonging within the communities we serve .

engaged , and working collaboratively to build a thriving community .

We know we are on the right track by keeping Belonging and Leadership at the forefront of our work. In May we had the good fortune to attend the Community Foundations of Canada biennial conference, “The Wild, Wild Why”. Three of our Board members travelled to Calgary with The KWCF leadership team, attending peer gatherings, learning more about the community foundation movement, and bringing home best practices and lessons learned. It was a great opportunity to connect with our colleagues from across the nation on topics that are faced by every community and every foundation. We learned that Belonging and Leadership are priorities shared by most of the 191 foundations in the Canadian movement. Learning is at the core for the work we do as The KWCF Board. One such learning opportunity happened earlier this year when we participated in a Community Foundation exercise called What’s Next for Community Philanthropy. We learned about the different

types of opportunities available to us and more specifically, how the Board (individually and as a whole) felt about where we are strategically and where we could go as a Foundation. In the Fall we were delighted to add two new members to our Board of Directors. John Milloy and Dan Herman bring with them a wealth of knowledge and a passion for building community. We look forward to hearing their voices around the table as we continue to learn about new opportunities for growth, partnership and collaboration.

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

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Audit Committee Ed D’Agostino – Chair David Brenneman Mike Murray Lori Payne Eric Strassburger Investment Committee Eric Strassburger – Chair David Brenneman Jason Daly Dennis Huber Claude Macorin Larry Murray Jennifer Ramsey-Armorer Robin Stanton Bryce Walker Engage!KW Committee Loretta Kooymans Mellissa McDonald Kay Nadalin Mike Pereria Jordan Schmidt Yesenia Torres Amy Tupling Jessica Wiesner

Grants Committee Jessica Kropf – Chair Peter Meier – Past Chair Lillian Bass Carl Coelho Randy Gondosch Chris Harold Gordon Hatt Rita Hemmerich (Sabbatical) Ryan Huckle Pari Karem Earle McCormick Mellissa McDonald Susan Quarry Erin Rudland Kristine Schumacher Isabella Stefanescu Judith Stephens-Wells Dan Weber

Youth In Recreation Committee Shirley Redekop – Chair Kourtney Beckman Debbie Dover Allan Enriquez Cheryl Ewing Dayna Giorgio Loretta Kooymans James Popham Jennifer Sharer Amy Tupling Roly Webster

Leadership Identification Committee Roger Farwell – Chair Debbie Currie – Past Chair David Brenneman Penny Cleaver Mandy Dennison Brock Hart John Milloy

Vital Signs Expert Panel Tara Bedard Ryan Connell Lorie Fioze Robert Hemple Chris Hyde Toni Lemon Michael May Leia Minaker Shaena Morris Katherine Pigott Anthony Piscitelli Christiane Sadeler Denise Squire Linda Terry

Vital Grants Panel Mike Farwell Chief Bryan Larkin Cindy Lindsay Peter Meier Yesenia Torres

Nominating Committee Paul Eichinger Mayor Dave Jaworsky Ken Seiling Ingrid Pregel Mayor Berry Vrbanovic For sharing their time and talent: Terry Cooke Lakhdeep Dhaliwal Andrea Dicks Tim Jackson John Neufeld Tim Sipkens Andrew Taylor Moira Taylor

THE 30TH KWCF TOWN HALL EVENT WAS HELD IN MAY. OVER 120 LOCAL COMMUNI TY L E AD ERS ATTENDED TO LEARN MORE ABOUT W HAT I T ME ANS TO BE LONG IN OUR CO MMUNITY. We experienced a dynamic Town Hall meeting where we were inspired by our friends, Michael May, Deputy CAO at the City of Kitchener, and John Neufeld, Executive Director of the House of Friendship. We also participated in an animated presentation by one of our own Board members, Brock Hart, who effectively illustrated the difference between inclusion and belonging.

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ANDR E W TAYLOR OF TAYLO R NEWBERRY CO NSULTING (TNC) HAS W ORKE D WI TH THE KWCF FOR SEVERAL YEARS TO D EVELO P BETTER G RANT VALUATI ON STR ATEGIES. THIS PAST YEAR, TNC ALSO PERFOR M ED THE D ATA ANALYSI S FOR WATERLO O REGIO N’S VITAL SIGNS ® . IN THIS AR TICL E , ANDR E W R E FLE CTS O N WHAT THE KWCF HAS LEARNED AB OUT BELONGI NG, AND HOW TO TRACK PROGRESS. Since Vital Signs first identified Belonging as a priority area for our community in 2013, it has permeated every aspect of The KWCF’s work. In 2014, The Foundation released the Belonging Report, and in 2015 Belonging became the key focus of the Smart & Caring Grants Program. Much has been learned through this work. We know more now about the obstacles to Belonging and the populations that may be left out. The three building blocks of Belonging (authentic interaction, welcoming people, and shared interests/shared goals) have informed the design of new granting streams and provoked in-depth community discussions. However, all this information is only powerful if it leads to action! The team at TNC has been working with The Foundation to make sure that community investments have the best chance of building Belonging. Fortunately, the charitable organizations that The KWCF supports are ideally positioned for this work. They are flexible and welcoming. They offer tangible services and supports, but they also bring people together to socialize and to play. Even so, it isn’t always easy to demonstrate the impact of this important work. An increased sense of Belonging isn’t something you can see or touch. We are helping grant recipients to overcome this challenge, by “unpacking” Belonging into more concrete outcomes. These are like “steps along the way” to creating a strong sense of community Belonging. steps on the way to belonging

examples of good short - term outcomes

h e l p i n g p e o p l e f o r m r e l at i o n s h i p s

pa r t i c i pa n t s m a k e n e w s o c i a l c o n n e c t i o n s o r f r i e n d s h i p s .

helping people develop skills and

pa r t i c i pa n t s h av e m o r e c o n f i d e n c e o r l e s s a n x i e t y r e l at e d t o t h e i r

getting people to help others

h e l p i n g p e o p l e f o r m r e l at i o n s h i p s

knowledge in networking

getting people to work together on a local issue

o w n a b i l i t y t o pa r t i c i pat e i n c o m m u n i t y o r c o n n e c t w i t h o t h e r s

pa r t i c i pa n t s w o r k t o g e t h e r t o s o lv e a p r o b l e m pa r t i c i pa n t s p l a n a n e v e n t w i t h o t h e r s

As our work with The KWCF moves forward, we continue to develop a deeper understanding of Belonging and a more refined grantmaking strategy. Recently, we met with a group of new grant recipients to talk about how Belonging theory had informed their project designs, and to share ideas about measuring Belonging. We look forward to seeing what new insights emerge as these exciting new projects unfold.

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, i n v e s t i n g

BUILDING

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We build assets and other funds to provide lasting support for local priorities. We make giving easy and effective, accepting a wide variety of gifts and providing donors with a number of charitable options. You can contribute cash, stocks, property, and other assets. You may establish a fund in your name or in the name of a loved one. In most cases, your gift qualifies for maximum tax advantage under federal law.

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

INVESTING We know how important it is to invest in our community, and it is at the core of what we do. We invest in our community using all of our assets; leveraging our relationships and our community knowledge to invest dollars strategically to support the areas of critical need facing Kitchener, Waterloo and area.

LEADING

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Our business is building community. We are 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.

The 2015 Priority Report edition of Vital Signs was launched to the community in October 2015. Lakhdeep Dhaliwal shared his inspiring story of belonging with the 125 attendees.

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Did you miss the launch? The Belonging video is available online at www.kwcf.ca

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Waterloo Regionâ&#x20AC;&#x2122;s Vital SignsÂŽ data first showed that Belonging was an area of critical need for our community in 2012. Since then, The KWCF has seen a dramatic increase in local organizations focusing their work to impact Belonging.

belonging

$3M 143 $3,444,260 1.14M WRVS TWITTER CHATS

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In an effort to extend the Vital Signs conversation following the launch last October, The KWCF hosted a series of Twitter chats. Each monthly chat focused on a different priority area and brought together community members as well as organizations. Timeline impressions across all four chats totalled over 1,800,000.

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Immigration Partnership Fund for Syrian Newcomers c r e a t i n g

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In September 2015, when the heartbreaking photo of toddler Alan Kurdi, who had washed up on a Turkish shore, went viral, the world could no longer avert its eyes from the Syrian refugee crisis. Soon, people across Canada jumped into action, offering to sponsor families, donate goods and raise funds to bring the suffering to safety. But when it was announced that more than 1,000 government-assisted and privately sponsored refugees would soon be settling in Waterloo Region, local community leaders needed to work quickly. Not only would they have to set up housing, transportation, health care and schooling at lightning speed, their approach still had to be thoughtful and coordinated.

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If they did their jobs well, they would help traumatized families land on their feet and create a sense of hope and long-term belonging within their new community. Tara Bedard, Waterloo Region Immigration Partnership manager, knew what was at stake. “These are people who have had to leave their homes and their families,” she says. “They’ve given up everything and come to this country with nothing. It’s a lot of work for organizations to support people in that situation to really get settled.”

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Fortunately, Immigration Partnership knew which organizations to reach out to for assistance and invited The KWCF to handle financial contributions. The Immigration Partnership Fund for Syrian Newcomers launched with a $100 donation, but within days $80,000 worth of donations flooded in. The KWCF also stepped up by establishing a matching program. Between pledges received from Fundholders and the support of The KWCF unrestricted fund, $400,000 was committed for matched donations. The KWCF handled it all and Bedard says she couldn’t have been more relieved. “We wouldn’t have been able to do this without The KWCF. There are so many complex layers to organizing something like this,” she says. “Having them on board and wholly embracing this by saying, ‘We are going to support you through the process,’ has made all the difference.” Lucia Harrison, CEO of the Kitchener Waterloo Multicultural Centre, and a member of the Immigration Partnership Council, says she believes the combined efforts of partners working together will benefit all future refugees too. And, of course, the concerned people of Waterloo Region won’t soon forget their sense of accomplishment when welcoming newcomers to cities they’re proud to share. “They too have a sense of belonging, a sense of self and of community,” she says. “All of those things are important and have come out of this.”

“WE W OULDN’T H AVE B EEN AB LE T O DO THIS WIT H OUT T H E K W C F. T H ERE ARE SO MANY C OMP LEX LAY ERS T O ORGANIZING SO ME T H ING LIK E T H IS.”

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“WHE N A PE R SON HAS A SENSE O F BE L ONGI NG, THEY’RE ABLE TO TAP I NTO THE OTHER THINGS THAT MAKE THE M S UCCESSFUL.”

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When Ibtisam Saeed first landed in Canada eight years ago after leaving Saudi Arabia, her immediate reaction was, “This is a cold country!” But the cool, damp spring of Waterloo Region was the least of the 16-year-old’s worries. “I wanted to make friends and fit in,” she says now. But how? Saeed didn’t speak English, and everything about Canada seemed overwhelming and indecipherable. That is, until a YMCA staff member visited her English language class and convinced her to attend a newcomer youth leadership group where she could meet other newcomer teens. Saeed tried it, played games, made friends—then wanted more. Today, after years of volunteering and working at the YMCA, Saeed is a success story. She’s the team lead for youth programs for the YMCA’s of Cambridge and Kitchener-Waterloo. Although her position has given her a career, giving back to the community has given her something just as vital: a deep sense of belonging and a connection to the larger community. “When I give more, I feel I belong more,” she says. Saeed is one of the inspirations behind a new YMCA project launched in 2015: the Newcomer Youth Pathway to Belonging Project. The project received over $130,000 in support from The KWCF’s Community Grants Program.

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Unlike a place-based program that runs for, say, ten weeks and then ends, this project helps newcomer youth between 12 and 19 years old create a relevant pathway through services and programs. For instance, a community development specialist signs a youth up for a leadership course at a neighbourhood centre. Afterward, if the youth says she loves drama, she’s connected with a theatre program. And so on. The specialist might even attend on the first day, to help read registration forms, offer payment guidance, or even provide bus tickets. “It’s about finding out what youth are interested in and passionate about, and connecting the dots,” says Beth King, Director of Development for the YMCA’s of Cambridge and Kitchener-Waterloo. To date, 53 youth have been engaged, and the community partners’ response has been overwhelmingly positive. King says she’s convinced the program will lead to long-term benefits, not only for the youth themselves, but the entire community. “When a person has a sense of belonging, they’re able to tap into the other things that make them successful,” she explains. “When they can achieve their goals, they can reach their potential.”

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YMCA Newcomer Youth Pathway to Belonging Project

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Hidden Acres Mennonite Camp – Single Mom’s Camp

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“ YOU CAN GE T PR E TTY I SOLATED. IT’ S AMAZI NG TO SHAR E STRUGGLES AN D STR ATE GI E S WI TH O THER MO MS IN A POSI TI VE SPACE .”

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Corrie-ann Snow experienced such a turning point in 2004 when her Outreach Worker suggested she attend Single Mom’s Camp to give her a break from her constant stress, and for her three kids (ages 1, 7 and 9) to have a rare summer holiday. “Single Mom’s Camp was an oasis,” says Corrie-ann now. While she connected with some 15 other moms during Mom’s Focus Sessions, a speaker series, plus pampering with massage, her kids blissed out on old fashioned camp fare. There was swimming, canoeing and archery led by positive role models—many male, something absent from many of the kids’ lives. Family Time brings everyone together for campfires, talent show and meals. “You can get pretty isolated. It’s amazing to share struggles and strategies with other moms in a positive space,” says Corrie-ann. Inspired by so many strong women over five summers, Corrie-ann enrolled in school to become a support worker for lower income-families. “Now I refer my clients back to

the camp.” And two of Corrie-ann’s kids worked as counselors themselves before entering college. A family history of abandonment, foster care and street life was broken. “I learned how to take the reigns of my own life, to move above my circumstances and to make different choices.” In 2015, Corrie-ann was invited back to share her own inspirational journey. “As I spoke to the moms about the ripple effect—how one positive choice can lead to another—a participant stood up to share.” Joanne, who had been quiet all week and had changed her mind last minute to attend, shared stories of being bullied at school. But, in Grade 4, there was one girl who stood up for her, a kindness she never forgot. That girl was Corrie-ann. “Right then, I recognized her!” says Corrie-ann. “We were both living a misery back then. Seeing her here, knowing that I made a difference in her life back then and now is such a gift.”

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Sometimes, it takes just one person to believe in you, one person to say, “You matter,” to make a difference. And one good turn creates a ripple effect in the lives of others.

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The Si ngl e M om’s Camp runs two wee ks e ve ry su mme r w e l comi n g l ow-i nc ome si ngl e mot hers and t hei r ch i l d re n , a g e s 5 –1 2 .

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The Vital Grants Program was launched in 2015. Local organizations stepped forward with projects to impact Belonging in their community. FIVE $60,000 GR ANTS AWARD ED OVER TWO YEARS TO :

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Since the first Engage!KW class began back in 2010, close to 140 participants successfully graduated the program. Engage!KW Alumni have reported increased levels of giving as well as a higher sense of community belonging.

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For more information on the Engage!KW philanthropic leadership program, visit: www.engagekw.ca

“ W E AT PLANNE D LI FE TI ME NETWO RKS W OULD SI NCE R E LY LI KE TO THANK OUR ENGAGE !KW TE AM, HANAN AWAAD , JESSICA CAVE, CHE L SE A MI L LS, ANN SIMMO NS AND GREGG YOUNG. THE I R COM MITMENT, SKILLS AND E NTHUSI ASM I N PROVID ING OUR CASE STUDY GR E ATLY ASSISTED OUR ORG ANI ZATI ON. WE HAVE ALREAD Y PUT SOME OF THE I R R E COMMEND ATIONS INTO PR ACTI CE ! WE AR E DEEPLY GRATEFUL TO YOU ALL !!”

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COR PORAT I ON OR BUSI NESS

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I NT EREST

D E S C R I P T I O N S

You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the KWCF, and is placed in a charitable fund you’ve selected.

CHA RITA B LE REMA INDER TRU ST

C H A R ITA B L E ORG A N IZ ATION ENDOW M ENT

You can give appreciated securities to the KWCF to eliminate capital gains tax and get an immediate tax receipt for the market value of those securities.

AP P REC I AT ED SEC U R I T I ES

C H AR I T Y OR COM M U NI T Y ORG A NIZ ATION

F U N D

You can designate a gift or portion of your estate to the KWCF and, in some cases, receive a substantial reduction in federal gift and estate taxes.

BEQUEST

DESI G NATED

S E E

You can designate the KWCF to receive a portion or all or of the proceeds from your life insurance, reducing your estate taxes, or you can transfer the policy to the KWCF’s name and receive an immediate tax receipt for the cash surrender value.

You can make a gift of cash or other assets. Your gift qualifies for maximum charitable benefit under federal law.

LIF E INS URANC E

I NDIV IDUAL O R FAMILY

CA SH DONATIO N

choose your fund type

gift options

your gift

Learn more about how you can make a lasting difference in your community at: www.kwcf.ca or call 519-725-1806.

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Results are shared with our donors and the community.

Each grant is evaluated for community impact.

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I N T E R E S T

You can target your gift to address needs in an important area of community life. The arts. AIDS. Aging. At-risk youth. You identify your personal interest area when making your gift; our board awards grants to community groups and programs that are making a difference in the area you select.

F I E L D

You can have ongoing involvement in the use of your gift. You work with our professional grantmaking staff, identifying ways to use dollars from your Donor Advised Fund to address the issues and needs you care about most. Your recommendations are submitted to our board for approval; we then distribute grant dollars.

You can use your gift to meet ever-changing community needs— including future needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being—arts and culture, education, environment, health and social services, youth, and more. The flexibility of your unrestricted gift makes it possible to respond to the community’s most pressing needs, today and tomorrow.

A D V I S E D

D O N O R

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O R G A N I Z A T I O N

An attractive option for local charities that currently manage, or are interested in establishing their own endowment fund. An Agency Endowment Fund through your local community foundation makes it easy and efficient to create and manage a permanent endowment for your organization. You build the fund. We take care of the rest.

E N D O W M E N T

C H A R I T A B L E

You can direct your gift to a specific charity or issue area. Help provide ongoing funding for a senior centre, museum, your church, or virtually any nonprofit charitable organization. You identify the recipient you wish to benefit through your gift; our staff manages the annual distribution of funds.

D E S I G N A T E D

evaluations

Each grant is evaluated for community impact. The KWCF shares the impact of your grant with you.

FALL: Fundholders have the opportunity to support applications received through a special donor advised grant application intake.

Designated Funds are automatically disbursed in the Spring.

Successful grant applicants have up to one year to request their grant.

SPRING: Fundholders are given the opportunity to support applications received through the Community Grants intake.

You can provide your grant recommendations too, if you already have a project or organization selected.

AP P LI CAT I ON I NTAKE

DI RECT DONOR ADVI C E

U N R E S T R I C T E D

Fund Types

evaluations

Successful grant applicants have up to one year to request their grant.

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The KWCF ensures viability, compliance and qualifications of grant applicants.

due diligence

4 4 grant recommendations

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HE LPI NG YOU DO GO OD 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.

244,091

From “a St. Jerome’s Boy” Mr. Dave Fund

The “50” Plus Team Fund Alex Schmidt Memorial Fund The Alice (Braley) Judges - Walter Judges Fund

375,725 53,904 419,194

George Chatzis Legacy Fund George Cluthe Fund Grand River Conservation Fund

32,745

Ann Frank Fund

40,746

Gummow Hospital Support Fund

4,939 245,951 39,455 171,603 113,858

Harold and Gloria Chapman Family Fund

81,762

Hartman and Brenda Krug Family Fund

85,580

Helen and John Beynon Family Fund

31,396

Audrey and Gerald Moser Trust

260,912

The Hilde English Memorial Fund

49,423

The Barry and Shirley Humphrey Fund

361,385

Homer Watson House & Gallery Endowment Fund

40,508

1,966

Big Brothers of Kitchener – Waterloo Promise Scholarship Fund

13,579

Horace and Rita Coelho and Family Unsung Hero’s Fund

34,158

Big Sisters Endowment Fund

63,150

Hospice of Waterloo Region Endowment Fund

15,675 77,213

Brenda and Peter Hallman Family Fund

782,619

The Howard G. Schneider Cancer Care Fund

The Brian Fisher Family Fund

216,967

Hughraine Fund

877,918

The Brian Fisher Fund

Immigration Partnership Fund for Syrian Newcomers

116,566

The Christine Fisher Memorial Student Award Fund

Intentions of A and M Fund

169,722

The Nancy Paul-Fisher Memorial Fund Brush with Art Visual Arts Fund

45,511

James E. Lipskie Memorial Fund

11,306

Jenkins Sauer Fund

27,732

Bryce and Nancy Walker Family Fund

154,196

The Jim and Sandy Beingessner and Family Fund

391,613

Canadian Clay and Glass Endowment Fund

476,728

The Jim and Sue Hallman Family Fund

774,553

The Charles E. Heller Fund

137,540

John A. McLennan Family Fund

327,171

58,564

The John A. Pollock Family Fund

Child Witness Centre – Balsillie Endowment Fund

6,179,582

The Choices Fund

187,573

The John R. Robins Fund

Community Support Connections Fund

706,230

Junior Achievement Terry Burch Memorial Fund

40,446

The David and Eleanor Yach Family Fund

293,412

The Keith and Winifred Shantz Fund for the Arts

3,414,963

David Clare & Susan Ferne Bender Family Fund

113,047

Ken Murray Fund

718,198

132,362

KidsAbility Foundation Endowment Fund

837,026

Dorothy Shoemaker Literary Award Fund Douglas Brock Fund for Conservation & Music

120,384

The Kitchener-Conestoga Rotary Dream Home Fund

280,841

Dr. John D. Stewart Fund

139,017

The Kitchener Rangers Hockey Club Scholarship Fund

546,277

Emmerton Fund

240,698

Kitchener Sports Association Legacy Fund

187,984

Erb & Good Family Funeral Home Community Fund Eric and Muriel Misch Family Fund

20,447

78,183 231,425

The KWCF Operating Endowment Fund Landmann Family Fund

154,026 1,017,743

Ernest Kendall Award Fund

30,336

Lions Club of Kitchener Community Service Fund

36,268

Esther Bingeman Gascho Fund

60,721

Lisa Schurter Memorial Fund

11,604

The F. P. Schneider Memorial Fund

104,576

Lonsdale and Roberta Schofield Fund

Florence Louise Marsland Fund

346,563

The Lyle S. Hallman Fund

France-Anne Sweeny “Making A Difference” Fund

418,171

The Mac Voisin Scholarship Series

653,964 1,607,258 72,822

f o u r

Art Investment Fund

7,341 32,386

Anselma House Endowment Fund

t w e n t y

Anonymous Fund

f u n d s

Amy Hallman Snyder Award Fund

Greater KW Chamber of Commerce – Corporate Challenge Fund

v a l u e

From “a St. Jerome’s Boy”

m a r k e t

MARKET VALUE OF FUNDS – DECEMBER 2015

v a l u e m a r k e t

– f u n d s

Marianne and Jim Erb Family Fund Mary and Warren Ober Fund

f i v e

50,124

Mary Bales Fund

150,000

McMurtry Family Fund

747,496

Miller Thomson Community Fund

40,000

The Moe Norman Memorial Fund

174,068

The Motz Family Endowment Murray Fried Fund The Musagetes Fund Music Fund Nancy Borusiewich Fund

1,506,191 242,324 9,707,566 135,503 18,229

University of Waterloo Research+Technology Park Activities Committee Fund

46,816

The Urie A. and Dorothy M. Bender Endowment Fund

82,304

The Victoria D’Agostino Children’s Benefit Fund

65,037

Wagner Livock Fund

37,278

The Walter A. Bean KWCF Scholarship Fund

125,553

Waterloo Region International Plowing Match 1995 and 2012 Fund

420,257

The Waterloo Region Record Literacy Fund

119,932

Ormston Family Fund

327,210

Palliative Care Fund

280,099

Weiland Family Foundation Fund

120,548

R. Jack Middlemass Memorial Scholarship Fund

108,835

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

27,846

Rev. Carl & Jean Wagner and Family Fund

50,477

The Robert Caldwell Fund

14,416

Rosalind & Dieter Kays Family Fund The Ryther Fund

103,083 78,600

The Savvas & Lenia Chamberlain Fund

280,027

School Sisters of Notre Dame Legacy Fund

324,266

Scouts Canada – North Waterloo District Endowment Fund Sharon and Paul Good Fund The Spinnaker Fund St. Mary’s General Hospital Foundation Physician’s Endowment Fund Steffensen Family Fund

United Way Rod Cleaver Memorial Fund United Way Seniors at Risk Fund United Way Susan Harkins Innovation Fund

362,965

Westmount Golf Club Charity Fund

733,762

Westmount Golf Club Charity Fund Oktoberfest Charity Pro-Am Golf Tournament Fund Westmount Golf Tournament Charity Fund The William Roberts Family Fund

14,757

The Woolwich Community Fund

285,792

The Woolwich Community Fund-Fountain of Memories Award WPL Endowment Fund

223,055

WPL Summer Reading Club Fund

73,553

1,131,773

YWCA Endowment Fund

1,795,817

1,285,254 92,920 319,142 663,876

United Way Capacity Fund

Westfall and Hill Family Fund

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

TD Canada Trust Merv Lahn Community Development Fund

United Way Families and Children Fund

1,125,216

Youth Advisory Council (YAC) Fund

52,690

The United Way Forever Fund

1,961

55,417

The TD Bank Financial Group Employees Endowment Fund The Ted and Andrea Witzel Family Fund

97,700

Walter and Florence Martin Endowment Fund

The Waterloo Region Record – Lyle S. Hallman Foundation Kids to Camp Fund

Paul Kuntz Legacy

155,319

Victoria J. Suljak Memorial Fund

124,505

89,767

208,864

The Uptown Waterloo Jazz Festival Endowment Fund

NHLPA Dan Snyder Memorial Student Award Fund

Parents for Community Living Robert Denomme Fund

t w e n t y

69,253

46,318 2,431,464

49,377

YWCA Mary’s Place Fund Zonta Club of Kitchener Waterloo Fund

35,679

18,862,268

v a l u e

COMMUNITY FUND Community Fund Stabilization Fund

m a r k e t

Community Fund Strategic Granting Fund

843,101

BF Goodrich Foremen’s Club

285,226

J.T. “Sam” Hill Fund

175,578

Roy Ellsworth Jefferson Estate Fund

137,886

Keith and Bobbie Gummow Fund

100,783

Trillium Estates Limited Fund

70,000

Gary F. Parker and Family Fund

49,911

Brian & Irene Allison Fund

42,464

Roland & Dae Harris Fund

40,200

Kitchener Mayor and Council Fund

30,447

Ross Edward Hahn Fund

21,520

Gordon A. MacKay Fund

20,628

Jane Humphries Fund

20,000

Ross Arthur Bergey

15,000

Ronald and Mabel Dalton

13,950

Lisa McLean Memorial Fund

13,864

Jonas Bingeman Fund

11,032

M. Grace Schmidt Fund

10,000

Howard Jasper Fund

5,568

John M. Harper Fund

5,525

Deer Ridge Golf Club Endowment Fund

5,000

Pearl Weber Estate

5,000

Kitchener Downtown BIA

4,156

Bob and Georgina Wagner

3,145

The William D. and Deen Smith Fund

2,700

Robert Warren Learning Legacy

2,497

James F. Robertson Fund

f u n d s

1,435,100

A. Edward Johnson

s i x

Dare Family Trust

1,517,560

t w e n t y

Keith Shantz Memorial Fund

–

NAMED FUNDS IN THE COMMUNITY FUND

930

n o t e

Fund names in colour indicate a new fund in 2015. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.

d o n a t i o n s a c c u m u l a t e d s e v e n

t w e n t y

ACCUMULATE D DONATI ONS TO DE CE MBE R 31, 2015 â&#x20AC;&#x201C; 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 communityâ&#x20AC;&#x201D;now and into the future.

EXEL Research Inc.

Estate of Charles Heller

Michael Barnstijn & Louise MacCallum

Keith L. Gummow*

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

Barry J. & Shirley Humphrey

Estate of Roy Ellsworth Jefferson Irma Karley*

KidsAbility Centre for Childhood Development Foundation

Kitchener Sports Association

Donations over $1,000,000

Kitchener Rangers Hockey Club

Anonymous

Dave Kurek

Dare Family Trust

Florence L. Marsland*

Jim & Sue Hallman

Margaret A. Motz

Lyle S. Hallman*

Paul J. & Catherine Motz

United Way Kitchener Waterloo & Area

Notre Dame Foundation (Burlington) Inc.

Estate of George Weiland

Ontario Endowment for Children & Youth in Recreation

YWCA Kitchener Waterloo

Gert & Jean Steffensen

Karin & Paul* Kuntz John A. & Carla McLennan Mersynergy Charitable Foundation Eric* & Muriel Misch Gerald P. & Audrey* Moser Estate of Murray H. (Moe) Norman Ian C. & Marguerite Ormston* Frederick* & Jane Schneider Dorothy Shoemaker* Spaenaur Inc. Dr. John D. Stewart

Donations of $500,000 – $999,999

Waterloo Region International Plowing Match Committee

Sun Life Financial

Anonymous

David J. Westfall

Trillium Estates Limited

Community Support Connections Foundation

Westmount Golf & Country Club

University of Waterloo – Research+Technology Park Activities Committee

Estate of A. Edward Johnson

Donations $100,000 – $249,999

Bryce & Nancy Walker

The Lyle S. Hallman Charitable Foundation

Anonymous

Brenda & Peter* Hallman

Donald S. McMurtry Kenneth G. Murray

Aqueduct Foundation – The Helmut and Margaret Oberlander Foundation

Lonsdale* & Roberta Schofield

Estate of Mary N Bales

Vermont Community Foundation

Waterloo Public Library The Waterloo Region Record David & Eleanor Yach

David Clare & Susan Ferne Bender

Donations $50,000 – $99,999

Alice E. Brown

Anonymous

Donations $250,000 – $499,999

Canada Trustco Mortgage Company

Anonymous

Savvas & Lenia* Chamberlain

Collin G. Baxter

Jim & Sandy Beingessner

George Cluthe*

Walter A. Bean*

BF Goodrich Foremen’s Club

Cober Evolving Solutions

Urie A. & Dorothy M.* Bender

Ann E. Bradley

Community Foundations of Canada

Big Brothers Big Sisters of Waterloo Region

Alex & Trish Brown

Estate of Thelma Emmerton

Harold* & Gloria Chapman

Canada Trust Merv Lahn Community Development Fund

The Brian Fisher Family

Esther E. Gascho

Estate of Murray Fried

Paul & Sharon Good

Canadian Clay & Glass Gallery

Greater Kitchener-Waterloo Chamber of Commerce

Dr. Dieter & Rosalind Kays

Economical Insurance Group

a c c u m u l a t e d

Kitchener-Conestoga Rotary Club

“50” Plus Team

Hartman H. L. & Brenda Krug

e i g h t

Keith M. & Winifred Shantz*

Estate of Walter Colin Judges

John A. & Joyce Pollock

t w e n t y

Donations over $5,000,000

d o n a t i o n s

Donations over $10,000,000

d o n a t i o n s a c c u m u l a t e d n i n e

t w e n t y

Dr. Desta F. Leavine

Conestoga College Mac Voisin Scholarship Series

Uptown Waterloo Jazz Festival Inc.

Estate of Stella Mann

Ed & Martha D’Agostino

Karin W. E. Voisin

Manulife Financial

Peter & Gisele Denommé

The Walter Bean Grand River Community Trails Foundation

Walter & Florence Martin

Jim & Marianne Erb

Beverley L. Middlemass

Erb & Good Family Funeral Home Ltd.

Dr. Warren & Mary Ober

First Echo Group Inc.

Oktoberfest Charity Pro-Am Golf Tournament

Jack & Margaret Forbes*

Ormston Family Charitable Foundation

Ralph & Phyllis Forbes*

Planned Parenthood Waterloo Region

Robert D. Frank

RBC Investments

Lloyd* & Linda Gower

Estate of John R. Robins

Grand River Conservation Foundation

Irene Rooney

Wendy Hallman

Ross & Doris Dixon Charitable Foundation

Susan Harkins*

Betty Schneider French

Estate of Roland A. Harris

St. Mary’s General Hospital Foundation

Homer Watson House Foundation

Estate of Eva Gladys Stoltz

Junior Achievement of Waterloo Region Inc.

Dr. John Suljak & Dr. Ninetta Scolieri

Estate of Henry Knell

TD Bank Financial Group

KPMG Foundation

Toronto Foundation

Lions Club of Kitchener

Helen M. Wagner

Gordon A. Mackay*

Estate of Ruth Werlich

Mark-Milne Inc.

Ralph* & Hazel Westfall

Meridian Edge Consulting

William H. Kaufman Inc.

Miller Thomson Foundation

Ted & Andrea Witzel The Woolwich Community Fund Zehrs Markets Limited Zonta Club of Kitchener Waterloo Donations $10,000 – $24,999 Anonymous John* & Marjorie Acheson Robert M. & Judith Astley ATS Automation Tooling System Inc. Jim & Heidi Balsillie Bell Canada Estate of Ross Arthur Bergey John & Helen Beynon Dora Bingeman Bingemans Inc. Boston Pizza Foundation Budd Canada Inc. Robert C. Caldwell Centre For International Governance Innovation

accumulated The Winnipeg Foundation

William & Doreen Motz

Dr. Peter H. Nash* & Ann Frank

Donations $25,000 – $49,999

Charles M. & Elaine Ormston

Anonymous

Estate of Marguerite Ormston

Brian & Irene Allison

Gary & Susan Parker

W. Donald & Irene Bean

Estate of Helen I. Pollock

Dr. Michael & Gay Booth

Harvey & Sandra Reid

Douglas G. Brock

Estate of Ida K.I. Sanford

J.F. Brooke

Scouts Canada – North Waterloo District

Edward & Mary Brough

Peter & Elizabeth* Sims

Brush With Art Committee

Jeffrey D. & Jean Stacey

David & Lina Caputo

Paul Sweeny & Marie-Josee Boily Sweeny

City of Kitchener

Dr. David Taylor

Child Witness Centre Of Waterloo Region

Anthony Christie Penny Cleaver

Cora Group Inc.

Matthew Cowan & Inga Rinne

Steven & Sandra Currie Ronald Dalton

Leo & Laura Del Bel Deloitte LLP

Dorothy M. Elliott

Kevin & Tracy Elop

John R. & Hilde* English

Fashion Show Funds, Ontario Endowment for Children & Youth

Gary S. Levene & Deborah Eisenberg

Edward W. Schooley

Brian & Shelley Lipskie

Schorn Consultants Inc.

Michael & Carolyn Ann Fitzpatrick Patrick & Noreen Flynn Estate of Margaret Gwen Forbes Mike & Brenda Forristal Estate of Reginald J. Friesen William & Clare Fuller Estate of Raymond T. Gibney Mark & Jenny Guibert H.L. Staebler Co. Ltd. Murray & Merle Haase George Hahn Estate of Ross Edward Hahn John M.* & Mary Harper Highland Road United Church James & Sandra Hill Richard & Penny Hobson Gerald & Margie Hooper David & Judy Horman Christopher R. Howlett Roderick N. & Alberta Jack Timothy J. Jackson & Jane Arnold

David & Janice MacIntosh

Karen Scian

Jonathan MacNaughton

Estate of Carol Winifred Shields

Richard Manning & Holly Harkins Manning

Glenn E. Smith

Maple Leaf Consumer Foods Inc.

Rosemary W. Smith

Adam & Noreen Marchand

Daintry Snyder

Mark Eamer Professional Corporation

Tim & Teresa Sothern

Larry & Margaret Marsland

Bryan & Joan Stewart

Bruce Martin

Robert L. Strouth*

John & Mary Ann* Martin

Swenco Limited

Keith Martin & Jackie Hatherly-Martin

The Regional Municipality of Waterloo

Timothy & Nora Martin

Elizabeth & Keith* Thomas

Mark & Helen McArdle

Bertha Thompson

Ian McLean

Scott & Janet Uffelman

Richard G. Meunier*

Lorne Underwood*

Paul* & Lucille Mitchell

United Way of Cambridge and North Dumfries

Marc & Lori Morin

Vantage Wealth Management

Gary & Karen Mottershead

Frank Voisin

Kerry & AJ Mueller

Mac Voisin

Kevin P. Mullan

Karl H. Wahl*

Jacqui Murphy

Waterloo Lions Club

d o n a t i o n s

Estate of Martha Grace Schmidt

a c c u m u l a t e d

Myra Lahn*

t h i r t y

Equitable Life of Canada

d donations Howard* & Patricia Jasper Wilfred & Cathie Jenkins

Arthur E. & Anna Jones Ernest Kendall*

David Kerr & Sandra Walneck

KidsAbility Centre for Child Development Dr. Robert M. Kilborn

Jennifer King & Christopher McIntyre Kitchener Beverages Ltd.

Kitchener Waterloo Civitan Club Bryce & Kelly Kraeker

Mary & Robert* Kuntz

Oldfield, Greaves, D’Agostino

Waterloo Manufacturing Company Limited

Ontario Plowmen’s Association

Peter & Tracey Weiler

J. Terence* & Margaret Osbourne

Women’s Crisis Services of Waterloo Region

David Paleczny & Mary Reynolds

Nola Young

David & Joan Petras

Zehr Management Inc.

John & Ruth Pratten

Ziggy’s Cycle & Sport Ltd.

Ingrid Pregel

Vivian Zochowski

Programmed Insurance Brokers

Alan & Susan Quarry

Philip & Carole Rason

James F. Robertson*

Robert W. Rombough

Brian & Mary Ann Ruby

Donations $5,000 – $9,999

Anonymous

Randy Adams

Steve & Vera Aldersley Greg Barratt

BDO Dunwoody LLP

d o n a t i o n s a c c u m u l a t e d

Jac N. & Kusum Hanemaayer

Ontario Seed Co. Limited

BLM Group Inc.

Paul G. Haslam

Avvey Peters & David Drewe

BMO Employee Charitable Foundation

Estate of Martha M. Hauck

Thomas & Margot Pick

Andrew & Andrea Bocking

Donald & Jo-Anne Haycock

Pollock and Williams Limited

T. Larry Bourk

William R. Henderson*

Dr. Ronald Pond

Ed* & Eleanor Brubaker

William Herzog*

Quarry Integrated Communications Inc.

Dr. William & Trudy Bryant

Hi-Tech Hockey League

Cameron Redmond

David & Millie Buehlow

Hogg Fuel & Supply

Retired Business & Professional Men’s Club

R.M. Buie

Suzanne Hyatt

Richard Ivey Foundation

William S. & Ursula Carter

Imasco Limited

Gordon & Jean Riedlinger

Christie Digital Systems Canada Inc.

Joseph E. Seagram & Sons Ltd.

Trent Robinson

Chubb Insurance Company of Canada

James & Lee Kay

Craig Robson

Cloverleaf Foundation

John & Sandy Kendall

Frank Rovers

Horace & Rita Coelho

Kitchener-Waterloo Oktoberfest

Royal Trustco

Coldwell Banker Peter Benninger Realty

Iain Klugman

John W. Rumpel*

Conestoga-Rovers & Associates Ltd.

Carl* & Jean Knell

S.G. Cunningham (Kitchener) Limited

Manfred & Penny Conrad

Owen & Ollie Lackenbauer

S-S Technologies

Cowan Benefits Consulting

Heather & James Lackner

Sandvine Incorporated

t h i r t y

o n e

G. Robert & Noreen* Blake

Don* & Marilyn Craig

George W. Lange

Edward G. Schafer

Crawford Adjusters Canada Inc.

Lear Corporation Canada Ltd.

Ron & Susan Schwark

Crompton Co.

Stephen Lindt & Diane B. Wolfenden

Harold F. Snyder*

Mary D’Alton

Linwood & District Lions Club

Wayne & Terry Snyder

Eleanor M. Davidson

Kyle Loveless

Lindsay & Louise Somerville

Neil & Heidi Davidson

Michael J. Marshman

Dr. Donald Spink

Deer Ridge Charity Golf Tournament

Marion Martin

Donald S. Sykes*

Steve & D’Arcy Farlow

Dr. Greg & Leslie Mason

Gerald & Susan Taylor

Gerald & Marg Finnen

Gytis T. Matulus & Jean L. Hein

The Robert and Judith Astley Family Foundation

Nyle H. Futher

Harvey Ian McIntosh

Ellen Todd

Mike & Dianne Galbraith

McNeil Consumer Healthcare

Anne Trussler

Raymond T. Gibney*

Miller Thomson LLP

David & Kitty Uffelmann

Rodney N. Goetz

William A. Moeser*

Terry & Tatyanna van Lenthe

Gowling Lafleur & Henderson LLP

Corinne Moffatt

Elizabeth Walter

Dorothy Greb

Larry E. Murray

Suzanna Walter & Michael Schmidt

H M Advisors Inc.

Stanley & Donna Nahrgang

Barb & Robert L.* Warren

H.B. Gordon Education Foundation

Netwerx Media Solutions Inc.

Alistair & Alison Watson

Arthur H. Hahn*

Ontario Die International

Don E.* & Catherine Weaver

d o n a t i o n s

Janice & John* Weber Estate of Pearl Weber Weber Supply Company Larry Williamson Duncan & Harriet Winhold

a c c u m u l a t e d

Words Worth Books Limited John & Julie Wynen Dr. Peter & Judith Wyshynski Legacy Leaders Donors who have indicated their support to The KWCF through Bequests, RRSPâ&#x20AC;&#x2122;s, RRIFâ&#x20AC;&#x2122;s, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance.

Ellen Baynton Walker

Karen Scian

Urie A. Bender

William D. & Deen Smith

Esther Bingeman Gascho

John Thompson & Brenda McTearnen

Fred and Dora Mae Blayney Fund

David P. Uffelmann

Douglas G. Brock

Karin W. E. Voisin

Alice E. Brown

Bob* & Georgina Wagner

Mary Buhr

Dennis & Beverley Watson

Penny Cleaver

Rob & Michelle Way

Carl & Joyce Heck

David J. Westfall

John Hesse Gerald A. Hooper James Hummel Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen Milne & Mary Louise Oakes Alan Quarry James F. Robertson* Edward Rooney Irene Rooney

*Deceased There are several ways to give to The Kitchener and Waterloo Community Foundation. As a donor, you can choose the type of donation that best meets your financial needs and personal wishes. For more information about types of gifts you can make to The Foundation, please call (519) 725-1806 or visit our website at www.kwcf.ca

Ross & Doris Dixon Charitable Foundation

t h i r t y

Brian & Irene Allison

t w o

Anonymous (28)

d o n a t i o n s

2 0 1 5

HUNDR E DS OF PE OPL E FROM ALL WALKS OF LIFE DO NATE TO THE K IT CH ENER AND WAT ERLOO CO MMUNI TY FOUNDATI O N EACH YEAR. THESE GENEROUS GIFTS ENAB LE T H E FOUNDAT ION TO SUPPOR T THE I MPOR TANT WORK BEING DO NE BY O UR LO CAL CH ARITAB LE ORGANIZAT IONS. THE FOL LOWI NG AR E DONATIO NS RECEIVED IN 2015 OF $100 AND OVER:

Aqueduct Foundation – The Helmut and Margaret Oberlander Foundation

Community Foundations of Canada

Tom Haapanen

Murray & Annie Ariss Shahrukh Athar

Community Support Connections Foundation

Walter & Jean Hachborn

John & Janice Cooper

Jim & Sue Hallman

Saundra Cullen Deborah M. Currie

Paul G. Haslam Cecil Hayes

Ed & Martha D’Agostino Mary Beth Davies

Robert & Jeri Heer Brad Hieronimus

Tom DeFrancisco

Natalie Hilbrecht

D’Arcy & Sandy Delamere Jack & Betty Demeer

James & Sandra Hill Gerald & Margie Hooper

Paul & Susan den Braasem

Hospice of Waterloo Region

Tony & Machelle Denison

Ken Hough

Richard & Jennifer Denomme Peter & Gisele Denomme

Cheryl P. Hugill & Harry M. Kozak Charles N. & Pam Irwin

Sherman Desouza

Dr. James A. Israel

Equitable Life of Canada Don Dychuck

Roderick N. & Alberta Jack Wilfred & Cathie Jenkins

Edmonton Community Foundation

Arthur E. & Anna Jones

Bruce & Mary Elliott Beth Enslow

K W Poker Chicks Jim & Rebecca Kalbfleisch

Erb & Erb Insurance Brokers Ltd.

James & Lee Kay

Evenholme Investments

Dr. Dieter & Rosalind Kays

Roger & Cathy Farwell Glenn Faucher

Jim Kelly Kayla Kerbel

Richard & Louise Findlay Gerald & Marg Finnen

Richard & Mary Ellen Khan Andrea Kieswetter

Michael & Carolyn Ann Fitzpatrick

Peggy-Lynn King

Arnold & Mary Ann Fleming Patrick & Noreen Flynn

Kitchener Sports Association Knox Presbyterian Church

Phyllis Forsyth

Kim Koserski

Vera Gaffney-Aller Keith Geddes

Dr. Lisa Kostecki Inc. Theron & Joy Kramer

Suzanne Gibson

Larry Kuhl

Paul & Sharon Good

Mary Kuntz

Jeff Gordon Richard Grant

Dave Kurek Owen & Ollie Lackenbauer

Keith L. Gummow*

Dr. Desta F. Leavine

Paul D. & Marlene Atkinson Estate of Mary N. Bales Greg Barratt Wayne Baxter William & Dora Bean

t h i r t y

t h r e e

Jim & Sandy Beingessner Karen Benner John & Helen Beynon Ian Bird G. Robert Blake Colleen Boehmer Dr. Michael & Gay Booth Donald J. Bourgeois & Susan Campbell Graeme Bowie Douglas G. Brock Edward & Mary Brough Alex & Trish Brown Colin & AmyBeth Brubacher Dr. William & Trudy Bryant Dr. H. Edwin Buder C3 Group Inc. Jerry Caines Robert C. Caldwell Nancy Campbell Janice Cardy William S. & Ursula Carter Gordon W. Chambers Richard & Patricia Chambers Dwayne & Kimberley Chapman Ron & Rita Cherkewski Paul Christner Cober Evolving Solutions Horace & Rita Coelho

TD Waterhouse Private Investment Counsel Inc.

Dr. Warren & Mary Ober Oldfield, Greaves, D’Agostino

Nancy Theberge Toyota Motor Manufacturing Canada Inc.

Thomas Little

David Paleczny & Mary Reynolds

David & Kitty Uffelmann

Bethan Llewellyn

Dr. A. Pannu

Scott & Janet Uffelman

Sheila LoBrutto London Community Foundation

Gary & Susan Parker Steven & Trina Parker

United Way Kitchener Waterloo & Area

Kyle Loveless

Thomas & Margot Pick

Anna Lubiw The Lyle S. Hallman Charitable Foundation

The Probus Club of Kitchener-Conestoga Probus Women’s Club of Kitchener-Westmount

David & Janice MacIntosh

Brent Proud

Claude Macorin Manulife Financial

Quarry Integrated Communications Inc. Red Bird Natural Soap

Margaret Marrow

Rick Reichard & Helen Csont

Reg Martin Dr. Greg & Leslie Mason

Retired Business & Professional Men’s Club Retired Teachers of Ontario

Kevin May

Mark Reynolds

The Waterloo Region Record

Harvey Ian McIntosh Callum & Paula McKee

Celia Rhea Jonathan Robbins

Waterloo Regional Police Services Alistair & Alison Watson

Chris McLean

Dr. Joy S. Roberts & Douglas McMullen

Jan McLean

Robert W. Rombough

Mark & Miriam Weber David & Donna Weicker

Omar McLean John A. & Carla McLennan

Michael & Pauline Ronzio Runners’ Choice

Frank Menich Matthew & Lynn Menich

Nelson & Joy Scheifele Richard & Lori Schulz

Meridian Edge Consulting

Joan A. Schurter

Cathie Wheeler

Beverley L. Middlemass Miller Thomson Foundation

Paul Seems Ken & Kathryn Seiling

Josanne White Duncan & Harriet Winhold

Muriel Misch

Selkirk & District Community Foundation

The Winnipeg Foundation

Susan Morell

Estate of Keith M. Shantz

Scott & Jane Morley John Sartz & Mallory Morris-Sartz

Peter & Elizabeth* Sims Kaitlyn Smith

Denise Witmer John & Julie Wynen

Gary & Karen Mottershead

Kathleen M. Smith & Ray Teed

Kerry & AJ Mueller Kevin P. Mullan

Rosemary W. Smith Sorbara, Schumacher, McCann LLP

Kenneth G. Murray

Spaenaur Inc.

Larry E. Murray Mike Murray & Frances Turner

Karen Spencer Lisa Stacey

Stanley & Donna Nahrgang

Marie Stauch

Ashwin Nayak Dan Neilson

Donald & Grace Sudden Dr. John Suljak & Dr. Ninetta Scolieri

Mike Nellich

Sun Life Financial

Susan Neufeld

Paul Sweeny & Marie-Josée Boily Sweeny

Scott Nevin Niagara Community Foundation

James & Vikki Tait TD Commercial Banking

University of Waterloo – Research+Technology Park Activities Committee Victoria Foundation Lynn J. Vincent

d o n a t i o n s

Ben North

Tony & Sonia Lewis Cindy Lindsay

2 0 1 5

Renee Lessard-Boily

Karin W. E. Voisin Satyen Vyas & Mary McGrath Vyas Helen M. Wagner Bryce & Nancy Walker Elizabeth Walter

Corinne Wettlaufer

Dr. Peter & Judith Wyshynski YWCA Kitchener Waterloo Zehr Management Inc. Zonta Club of Kitchener Waterloo

David J. Westfall Hazel Westfall

t h i r t y

Estate of George Weiland

f o u r

Suzanna Walter & Michael Schmidt

d a y r a k t h i r t y

f i v e

1MIL

r a k d a y m i l l i o n

f o u n d a t i o n

h a d o v e r t i m e l i n e

o n e i m p r e s s i o n s

f a c t

IN 2015 #R AKDAY TR E NDE D ACRO SS CANAD A FO R 7 HO URS AND WAS R ANKE D NUMBER 6TH OVERALL FOR THE DAY! Did you know? Random Act of Kindness Day (started locally!) was celebrated in over 260 communities from coast to coast.

t h i r t y

s i x

LLION

t h i r t y

s e v e n

2 0 1 5

g r a n t s

SMART & CARING GRANTS PROGRAM Community Grants

2 0 1 5

g r a n t s

Alternatives Inc.

12,000

Family & Children’s Services of the Waterloo Region

35,694

Hidden Acres Mennonite Camp and Retreat Centre

1,800

Kitchener-Waterloo YMCA

133,916

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

The Kitchener and Waterloo Community Foundation

103,000

The 2015 grants year was highlighted by the official rollout of the Smart & Caring Grants Program. The program was inspired by The Right Honourable David Johnston, Governor General of Canada. He challenged Canadians to imagine our country as it could be—a smart and caring nation were all Canadians can succeed, contribute and develop their talents to their fullest potential.

Wilfrid Laurier University

15,000

The Working Centre

73,500

YWCA Kitchener Waterloo

24,743

The Smart & Caring Grants Program has three tiers: Vital Grants, Community Grants and Barnraising Grants. The first two grant streams were launched in 2 015, resulting in over $787,600 in grants to support community belonging.

Lutherwood Child & Family Foundation THEMUSEUM

50,000 35,000

University of Waterloo – School of Optometry & Vision Science

100,000

University of Waterloo – School of Pharmacy

30,000

Waterloo Community Arts Centre

8,000

Vital Grants Big Brothers Big Sisters of Waterloo Region

30,000

Township of Wellesley – Paradise & District Lions Club & The St. Clements Recreation Service Board

30,000

Township of Wilmot

30,000

Waterloo Public Library

30,000

The Working Centre

30,000

Newcomer Grants Program KW Counselling Services – Afghan Association of Waterloo Region

4,000

KW Counselling Services – Canadian Arab Women’s Association of Kitchener-Waterloo

4,000

KW Counselling Services – KW Chinese Reading Club

4,000

KW Counselling Services – Parents Club Seniors Speaking Russian

3,000

DONOR ADVISED FUNDS Anonymous House of Friendship

50,052

The Working Centre

28,000

Alex Schmidt Memorial Fund Carizon Family and Community Services

3,291

Strong Start Charitable Organization

3,291

Alex & Trish Brown Family Fund The Canadian Hearing Society

500

Community Support Connections – Meals on Wheels and More

3,333

Kinbridge Community Association

1,500

Kitchener-Waterloo YMCA

1,667

St. Mary’s General Hospital Foundation

1,000

Stratford Shakespearean Festival of Canada

1,500

Strong Start Charitable Organization

1,000

Erb & Good Family Funeral Home Community Fund

United Way of Kitchener Waterloo & Area

7,000

Strong Start Charitable Organization

Canadian Warplane Heritage 4,800

The KWCF – Community Grants (600)

3,000

4,968

Engineers Without Borders Canada

2,208

Farm Radio International

1,104

Guelph-Wellington Women In Crisis

1,656

Hamilton Health Sciences Foundation

1,656

Kitchener-Waterloo Symphony Audrey and Gerald Moser Trust

Eric and Muriel Misch Family Fund

552

Elora Bethany Pastoral Charge

552

K-W Access-Ability

6,072

Carmel of St. Joseph

1,500

KidsAbility Centre for Child Development

3,200

The Leprosy Mission Canada

5,520

Knox Presbyterian Church

3,000

The Food Bank Of Waterloo Region

3,200

1,656

St. Louis Parish

3,000

The Ontario Educational Communications Authority (TVOntario)

St. Mary’s General Hospital Foundation

2,500

Save the Children – Canada

5,520

UNICEF Canada

6,072

World Federalist Foundation

3,864

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

14,000

Brenda and Peter Hallman Family Fund Hospice of Waterloo Region

Children’s Wish Foundation

2,610

KidsAbility Foundation

5,945

Nutrition for Learning

5,945

Florence Louise Marsland Fund 6,975

The KWCF – Community Grants (13,950) Rockway Mennonite Collegiate

The "50" Plus Team Fund

KidsAbility Centre for Child Development

6,700

Kitchener-Waterloo Symphony

6,700

200

Shalom Counselling Services

2,300

From “a St. Jerome’s Boy”

United Way Kitchener Waterloo & Area

6,975

From “a St. Jerome’s Boy” Waterloo Region Catholic Schools Foundation Inc.

Brian Fisher Family Fund

Mr. Dave Fund

The Brian Fisher Family Fund

Waterloo Education Foundation Inc.

Lisaard House Lutherwood Child & Family Foundation The Christine Fisher Memorial Student Award Fund University of Toronto

4,100

The Nancy Paul-Fisher Memorial Fund Women’s Crisis Services of Waterloo Region

2,717

Bryce and Nancy Walker Family Fund Grand River Hospital Foundation

2,000

Women’s Crisis Services of Waterloo Region

2,000

YWCA Kitchener Waterloo

800

Strong Start Charitable Organization

Carizon Family and Community Services

5,650

Strong Start Charitable Organization

5,650

David Clare & Susan Ferne Bender Family Fund Grand River Hospital Foundation

1,000

HopeSpring Cancer Support Centre

1,000

House of Friendship

650

KidsAbility Centre for Child Development

750 1,000

6,600

Harold and Gloria Chapman Family Fund The Food Bank Of Waterloo Region

500

Grand River Hospital Foundation

1,100

Kitchener-Waterloo Symphony

1,000

The Working Centre

500

Hartman and Brenda Krug Family Fund 3,300

500

Chalice (Canada)

350

Equestrian Order of the Holy Sepulchre of Jerusalem Lieutenancy of Eastern Canada

750

Grand River Conservation Foundation

500

Kitchener-Waterloo Multicultural Centre

400

University of Waterloo

500 1,000

Hughraine Fund Amnesty International Canadian Section

5,520

Canadian National Institute for the Blind

8,280

500

Junior Achievement of Waterloo Region Inc.

2,000

Kitchener-Waterloo Symphony

1,500

The May Court Club Of Kitchener-Waterloo Our Lady of Lourdes Parish

500 1,400 200

St. Jerome’s University

5,000

United Way of Kitchener Waterloo & Area

1,000

University of St. Michael’s College

1,000

The Jim and Sue Hallman Family Fund Aqueduct Foundation Family & Children’s Services of the Waterloo Region Grand River Conservation Foundation

5,000 30,000 200

Grand River Hospital Foundation

2,800

Hockey Helps the Homeless K-W

1,000

House of Friendship

6,917

KidsAbility Foundation

5,000

KidSport Canada – KW Chapter

The Hilde English Memorial Fund

Wilfrid Laurier University

Capacity Canada

Right to Life Association of K-W & Area

Greater KW Chamber of Commerce - Corporate Challenge Fund

St. Mary’s General Hospital Foundation

The David and Eleanor Yach Family Fund

Lisaard House

2,500

10,497 2,000

The Jim and Sandy Beingessner and Family Fund

Guelph Youth Singers 7,500

g r a n t s

Creative Enterprise Initiative

2 0 1 5

Dr. John D. Stewart Fund

Lisaard House Lutherwood Child & Family Foundation MennoHomes Inc.

1,000 20,000 5,000 15,000

Mennonite Central Committee Ontario

5,000

Mennonite Economic Development Associates of Canada

5,000

Nutrition for Learning

2,000

Quest Life Skills Incorporation

1,000

e i g h t

1,000 10,000

Social Venture Partners Waterloo Region

t h i r t y

Mennonite Coalition For Refugee Support

g r a n t s

Silver Lake Mennonite Camp

2,000

University of Waterloo

2,500

The Moe Norman Memorial Fund

Strong Start Charitable Organization

5,000

Wilfrid Laurier University

8,000

University of Waterloo

1,000

The Working Centre

5,000

The Working Centre

3,000

Waterloo Regional Crime Stoppers

5,600

YWCA Kitchener Waterloo

5,000

2 0 1 5

John A. McLennan Family Fund

Landmann Family Fund

n i n e

Habitat for Humanity – Waterloo Region

5,000

5,090

Bluenose Coastal Action Foundation

1,000

Hidden Acres Mennonite Camp and Retreat Centre

Grand River Hospital Foundation

1,000

Calcutta Rescue Canada

2,000

Hospice of Waterloo Region

5,000

Waterloo Regional Down Syndrome Society

1,000

Fusion Jeunesse/Youth Fusion

1,000

House of Friendship

5,000

Women’s Crisis Services of Waterloo Region

4,000

Hospice of Waterloo Region

2,000

Kitchener-Waterloo Multicultural Centre

5,000

KidSport Canada – KW Chapter

1,000

Kitchener-Waterloo Symphony

5,000

K-W Access-Ability

1,000

Mennonite Central Committee Ontario

5,000

Lisaard House

2,300

Mennonite Coalition For Refugee Support

5,000

Cambridge & North Dumfries Community Foundation

2,000

Amici Camping Charity

The John A. Pollock Family Fund

t h i r t y

The Motz Family Endowment

Bereaved Families of Ontario – Waterloo Region

11,500

10,000

Cambridge Symphony Orchestra

4,000

Little Warriors/Be Brave Ranch

1,000

oneROOF

2,800

Community Living Cambridge

5,000

Lost & Found Theatre Inc.

6,000

Project Ploughshares

5,000

Creative Enterprise Initiative

9,000

Mainline Theatre/Theatre Mainline

1,000

Women’s Crisis Services of Waterloo Region

5,000

Drayton Entertainment

4,000

The MT Space

2,000

Grand River Conservation Foundation

3,000

oneROOF

2,000

The Musagetes Fund

Junior Achievement of Waterloo Region Inc.

7,000

Parents for Community Living Kitchener – Waterloo Inc.

2,000

CAFKA – Contemporary Art Forum Kitchener And Area

20,000

Kitchener-Waterloo Art Gallery

3,000

Planned Parenthood Waterloo Region

4,000

Canadian Clay and Glass Gallery

10,000

Kitchener-Waterloo Symphony

3,000

Project READ Literacy Network (Waterloo-Wellington)

2,000

Centre For International Governance Innovation

10,000

Region of Waterloo – Immigration Partnership

2,000

Inter Arts Matrix

Lisaard House

15,000

7,500

Nota Bene Baroque Players

6,000

Trinity Village Care Centre

4,100

Kitchener-Waterloo Art Gallery

15,000

The Ontario Educational Communications Authority (TVOntario)

1,000

Tutoring Beyond Borders

1,000

Kitchener-Waterloo Symphony

20,000

The Perimeter Institute for Theoretical Physics

5,000

The MT Space

20,000

rare Charitable Research Reserve Ridley College St. John’s Kilmarnock School

42,700 5,000 13,000

Lonsdale and Roberta Schofield Fund Ducks Unlimited Canada House of Friendship Scouts Canada – Central Escarpment Council

The New Quarterly: Canadian Writers and Writing 5,000

The Perimeter Institute for Theoretical Physics

7,100

Planned Parenthood Waterloo Region

10,000

rare Charitable Research Reserve

2,500 10,000 5,000 234,400

2015 grants St. Mary’s General Hospital Foundation

2,500

University of Waterloo

7,000

Waterloo Region Museum and Historic Site Waterloo (Joseph Schneider Haus)

10,000

Wilfrid Laurier University

75,000

Women’s Crisis Services of Waterloo Region

5,000

Ken Murray Fund

Grand River Conservation Foundation

2,000

Guelph Chamber Choir

1,500

Kitchener-Waterloo Symphony

6,500

Lisaard House

10,000

Shaw Festival Theatre Foundation Canada

2,000

Stratford Shakespearean Festival of Canada

3,000

Three Centuries Festival – Elora Festival

5,000

United Way of Guelph Wellington Dufferin

2,000

University of Guelph

2,000

Strong Start Charitable Organization

3,100

Roseneath Theatre THEMUSEUM

Marianne and Jim Erb Family Fund

Kitchener Rotary Club Charitable Foundation

Trinity Village Care Centre

5,000

10,000

2,000

700

Mennonite Coalition For Refugee Support

1,000

Nancy Borusiewich Fund

Shalom Counselling Services

1,000

Toronto Brigantine Inc.

McMurtry Family Fund

700

Ormston Family Fund

Cambridge Self-Help Food Bank

1,000

KidsAbility Foundation

6,100

Engineers Without Borders Canada

5,000

Grand River Hospital Foundation

1,500

The Food Bank Of Waterloo Region

1,000

Leadership Waterloo Region

5,000

Kitchener-Waterloo YMCA

9,900

Ontario Nature

2,000

Paul Kuntz Legacy

rare Charitable Research Reserve

2,000

KidsAbility Foundation

2,000

United Way of Kitchener Waterloo & Area

7,000

Kitchener-Waterloo YMCA

1,000

The Working Centre

1,000

Strong Start Charitable Organization The Working Centre

700

1,000

Kitchener-Waterloo Bilingual School

415

Grand River Conservation Foundation

300

Waterloo Education Foundation Inc.

3,780

Waterloo Region Catholic Schools Foundation Inc.

1,965

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

The Food Bank Of Waterloo Region

1,200

St. Paul’s University College

1,800

Bereaved Families of Ontario – Waterloo Region

500

Emmerton Fund Hospital Equipment

City of Kitchener

500

St. Mary’s General Hospital Foundation

St. Anthony Daniel Church

House of Friendship Esther Bingeman Gascho Fund

Westfall and Hill Family Fund

House of Friendship

Historic St. Paul’s Lutheran Church

6,000

Grace Lutheran Church

900

Pride Stables

1,200

The F. P. Schneider Memorial Fund

House of Friendship

500

Women’s Crisis Services of Waterloo Region

6,000

Kitchener-Waterloo Multicultural Centre

500

The Kitchener-Waterloo Symphony Orchestra Association Inc.

Lutheran Bible Translators of Canada

900

Westmount Golf Charity Fund

Westmount Golf Tournament Charity Fund

Kitchener-Waterloo Symphony

10,000

The KWCF - Community Grants (17,600)

Renison University College

10,000

Westmount Golf Charity Fund - Oktoberfest Charity Pro-Am Golf Tournament Fund

Strong Start Charitable Organization Wilfrid Laurier University

6,500 15,000

12,400

Carmel of St. Joseph 10,200

St. Mary’s General Hospital Foundation

600

DESIGNATED FUNDS

The TD Bank Financial Group Employees Endowment Fund Strong Start Charitable Organization

Big Brothers Big Sisters of Waterloo Region

Amy Hallman Snyder Award Fund 1,900

Arts Awards Waterloo Region

1,300

1,800

Canadian Clay and Glass Gallery in Waterloo

18,400

The Charles E. Heller Fund

University of Waterloo Research + Technology Park Activities Committee Fund

City of Kitchener

4,700

Scouts Canada – Central Escarpment Council - 11th Scout Group

2,350

Scouts Canada – Central Escarpment Council - Camp Everton

2,350

Retired Business & Professional Men’s Club of K-W Fund 1,000

St. John’s Evangelical Lutheran Church

5,300

Rev. Carl & Jean Wagner and Family Fund Community Support Connections - Meals on Wheels and More

500

Lutheran Laymen’s League of Canada

500

6,200 FIELD OF INTEREST FUNDS

The Choices Fund

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

6,500

Murray Fried Fund

Junior Achievement Of The Waterloo Region Inc.

KidSport Canada - KW Chapter

3,000

Canadian Clay and Glass Endowment Fund

The Ted and Andrea Witzel Family Fund Women’s Crisis Services of Waterloo Region

4,300

Intentions of A and M Fund

The William Roberts Family Fund

Steffensen Family Fund United Way of Kitchener Waterloo & Area

Grand River Hospital Foundation

The KWCF - Community Grants (500) 8,100

3,882

The Howard G. Schneider Cancer Care Fund

Westmount Golf Charity Fund Grand River Hospital Foundation

900

4,800

10,800

The Spinnaker Fund

6,600

1,200 Emmerton Fund House of Friendship

Lutherwood Child & Family Foundation

Sharon and Paul Good Fund

900

Victoria J. Suljak Memorial Fund

Walter and Florence Martin Endowment Fund The Savvas & Lenia Chamberlain Fund

900

Emmerton Fund Heart & Stroke The Heart and Stroke Foundation

3,100

The Ryther Fund

Strong Start Charitable Organization

Alzheimer Society Waterloo Wellington

Planned Parenthood Waterloo Region 3,200

g r a n t s

Emmerton Fund Alzheimer

300

2 0 1 5

The Victoria D’Agostino Children’s Benefit Fund

Cambridge Symphony Orchestra

7,200

United Way of Kitchener Waterloo & Area - Sustainable Waterloo Region

Dorothy Shoemaker Literary Award Fund Kitchener Public Library

The Alice (Braley) Judges – Walter Judges Fund

5,100

16,200

Brush with Art Visual Arts Fund Createscape Waterloo Region

1,800

f o r t y

The Robert Caldwell Fund

g r a n t s

2 0 1 5

Waterloo Region International Plowing Match 1995 and 2012 Fund

Douglas Brock Fund For Conservation & Music The Grand River Jazz Society Corp.

2,000

George Cluthe Fund Extend-A-Family Waterloo Region

9,500

The Keith & Winifred Shantz Fund for the Arts Artsbuild Ontario Charitable Organization

2,825

Canadian Clay and Glass Gallery

45,000

Createscape Waterloo Region

10,000

Kitchener-Waterloo Art Gallery

12,000

Kitchener-Waterloo Symphony

25,000

Numus Inc. University of Waterloo

6,175 30,000

Lisa Schurter Memorial Fund KidSport Canada – KW Chapter

200

f o r t y

o n e

The Lyle S. Hallman Fund Township of Woolwich – Heidelberg Recreation Association

30,900

Woolwich Recreational Facility Foundation

30,900

Creative Enterprise Initiative

5,200

Ontario Endowment for Children and Youth in Recreation Fund Big Brothers Big Sisters of Waterloo Region

7,500

House of Friendship

8,000

Independent Living Centre Of Waterloo Region

3,801

KidSport Canada – KW Chapter

7,800

Muslim Social Services of Kitchener Waterloo Planned Parenthood Waterloo Region

12,000 6,750

Palliative Care Fund Hospice of Waterloo Region

10,800

School Sisters of Notre Dame Legacy Fund Victim Services of Waterloo Region

13,500

2,500

HopeSpring Cancer Support Centre

3,000

The Hummingbird Centre For Hope

3,000

Youth Advisory Council (YAC) Fund

Lisaard House

3,000

St. Paul’s University College

rare Charitable Research Reserve

1,700

Women’s Crisis Services of Waterloo Region

3,000

Business And Education Partnership of Waterloo Region

7,500

Junior Achievement of Waterloo Region Inc.

9,000 10,000

Big Brothers Big Sisters of Waterloo Region

1,700

1,900

STUDENT AWARD FUNDS Big Brothers of Kitchener - Waterloo Promise Scholarship Fund

The Waterloo Region Record Literacy Fund KidsAbility Centre – Baby Connections

2,000

Kitchener Public Library

2,600

Big Brothers Big Sisters of Waterloo Region

500

Ernest Kendall Award Fund Waterloo Education Foundation Inc.

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

1,200

Big Brothers Big Sisters of Waterloo Region

1,250

France-Anne Sweeny “Making a Difference” Fund

Camp McGovern

9,000

Action Against Hunger – ACF International

100

Canadian Diabetes Association

2,470

100

City of Kitchener

5,280

Air Cadet League of Canada, Ontario Provincial Committee

Conrad Grebel University College

1,995

ALS Canada

100

Autism Society of Ontario – Waterloo County Chapter

100

Evergreen Christian Ministries

800

Extend-A-Family Waterloo Region

3,240

Family & Children’s Services of the Waterloo Region - Chicopee Ski & Summer Resort

2,100 490

Best Buddies Canada Brock University

100 1,000

Cambridge and District Humane Society

100

Cambridge Public Library

100

Hidden Acres Mennonite Camp and Retreat Centre

2,515

Cambridge Shelter Corporation

100

House of Friendship

2,000

Children’s Wish Foundation

100

House of Friendship - Kingsdale Neighbourhood Association

2,500

City of Kitchener

100

Junior Achievement of Waterloo Region Inc.

500

CMHA – Opening New Doors

200

KidsAbility Foundation

2,000

Conestoga College Institute of Technology & Advanced Learning

Kitchener-Waterloo Art Gallery

1,950

Engineers Without Borders Canada

100

Pride Stables

3,000

The Food Bank of Waterloo Region

100

Gainline Africa

100

rare Charitable Research Reserve

525

1,000

St. George’s of Forest Hill

1,000

The Heart and Stroke Foundation

100

Steckle Heritage Farm

1,326

Homer Watson House Foundation

100

THEMUSEUM

1,750

Kids Can Free The Children

700

Waterloo Community Arts Centre

470

Kitchener-Waterloo Humane Society

100

Waterloo Mennonite Brethren Church

960

Kitchener-Waterloo YMCA

100 100

Wilfrid Laurier University

1,400

KW Counselling Services

YWCA Kitchener Waterloo

4,500

Mennonite Central Committee Ontario Mohawk College of Applied Arts & Technology

The Woolwich Community Fund

TD Canada Trust Merv Lahn Community Development Fund

St. Paul’s University College

Ayr-Paris Band

Great Big Theatre Company

Music Fund

The Woolwich Community Fund - Fountain of Memories Award

100 1,000

Multiple Sclerosis Society Of Canada

100

Big Brothers Big Sisters of Waterloo Region

1,300

Plan Canada

100

Junior Achievement of Waterloo Region Inc.

2,600

Pride Stables

100

Kitchener-Waterloo Symphony

2,600

Reception House – Waterloo Region

100

Waterloo Education Foundation - John Mahood Public School

2,500

Right To Play International

100

Sick Kids Foundation

300

CHARITABLE ORGANIZATION ENDOWMENT FUNDS

100

Anselma House Endowment Fund

1,200

University of Guelph

2,000

Big Sisters Endowment Fund

2,400

University of Ottawa

1,000

Child Witness Centre – Balsillie Endowment Fund

2,200

University of Rochester

1,359

Grand River Conservation Fund

1,500

University of Waterloo

3,000

Homer Watson House & Gallery Endowment Fund

1,600

Wilfrid Laurier University

2,000

Hospice of Waterloo Region Endowment Fund

YWCA Cambridge

100

KidsAbility Foundation Endowment Fund

The John R. Robins Fund University of Guelph

1,600

University of Waterloo

3,100

The Mac Voisin Scholarship Series Conestoga College Mac Voisin Scholarship Series

2,850

NHLPA Dan Snyder Memorial Student Award Fund

600 1,600 32,100

The Kitchener and Waterloo Community Foundation Operating Endowment Fund

5,800

The Kitchener-Conestoga Rotary Dream Home Fund

10,200

Kitchener Sports Association Legacy Fund

5,000

Lions Club of Kitchener Community Service Fund

1,300

Parents for Commuity Living Robert Denomme Fund

3,300

Scouts Canada - North Waterloo District Endowment Fund

2,100

St. Mary’s General Hospital Foundation - Physician's Endowment Fund

3,600

Queen’s University

1,600

The United Way Forever Fund

University of Guelph

1,600

The Uptown Waterloo Jazz Festival Endowment Fund

1,800

Wilfrid Laurier University

1,600

WPL Endowment Fund

5,700

WPL Summer Reading Club Fund The Kitchener Rangers Hockey Club Scholarship Fund Conestoga College Institute of Technology & Advanced Learning

4,000

Laurentian University

2,000

McMaster University

1,000

Queen’s University

1,000

Redeemer University College Saint Mary’s University St. Clair College University of Guelph University of Ottawa

500 2,500 500 1,500 500

University of Waterloo

1,500

University of Western Ontario

1,000

Wilfrid Laurier University

2,000

R. Jack Middlemass Memorial Scholarship Fund Wilfrid Laurier University

5,500

The Walter A. Bean KWCF Scholarship Fund University of Waterloo

3,750

88,600

2,800

YWCA Endowment Fund

30,700

YWCA Mary’s Place Fund

37,900

Zonta Club of Kitchener Waterloo Fund TOTAL 2015 GRANTS

900 $3,005,235

t w o

Junior Achievement Terry Burch Memorial Fund

100

f o r t y

The Working Centre

g r a n t s

100

Sports for Special Athletes Inc.

2 0 1 5

Special Olympics Ontario

r e s u l t s f i n a n c i a l

2015 Financial Results WE UNDE R STAND THE AMO UNT OF TRUST PLACED WITH US AND TAK E T H AT R E SPONSI BI LI TY SERIO USLY. THE KWCF BOARD O F DIREC T ORS IS C OMMIT T ED TO R E PR E SE NTING OUR CO MMUNITY’S INTERESTS, SETT ING DIREC T ION, AND MONI TOR I NG THE FOUND ATION’S O PERATIO NS. WE AR E P LEASED T O REP OR T THAT THE ASSETS OF THE FOUND ATION NOW EXCEED T H E $71M MARK .

The KWCF Investments:

t h r e e

In 2015, The KWCF’s return on pooled investment funds was 7.0% versus the benchmark return of 4.2%. (The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the TMX Universe Bond Index, and the TMX 91 day Treasury Bill Index).

f o r t y

We are pleased to report that over the past 10 years our portfolio has averaged 7.8%, and since inception in 1984, The KWCF’s investment return has averaged 9.7%.

i n v e s t m e n t

r e t u r n s

r e t u r n

16.2%

15.8% 11.4%

2007

2008

-5 -10

7.0% 1.7%

1.0%

2006

11.6%

10.7%

10.3%

-9.0%

2009

2010

2011

2012

2013

2014

2015

r e s u l t s f i n a n c i a l

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.

i n v e s t m e n t f o r

a s s e t

i n v e s t m e n t

m i x

t a r g e t s

p o r t f o l i o

d e c e m b e r

2 0 1 5

The KWCF’s investment goals are to:

Support the mission and principles of The KWCF, 40%

40%

30%

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

20% 10% 0%

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

FIXED INCOME, CASH & SHORT TERM

CANADIAN EQUITY

GLOBAL EQUITY

f o r t y

f o u r

The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset-mix targets:

r e s u l t s f i n a n c i a l

Donations:

Operations:

Donations are received from individuals, corporations, other charitable organizations and government. Donors may contribute to endowed funds (funds that are held permanently or for a specified period of time, usually 10 years), funds for distribution (funds that are held for granting usually within two years), or to the operations or programs of The KWCF. We are pleased to report that annual donations for 2 015 exceeded $3.4M.

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.

d o n a t i o n s

r e c e i v e d

f o r t y

(

0 0 0 â&#x20AC;&#x2122; S

)

$5,000 4,287

f i v e

t o t a l

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

$4,000

3,444 2,823

$3,000 2,088

$2,000

1,594

1,352

$1,000

$0 2010

e n d o w e d

2011

2012

f u n d s

f o r

2013

d i s t r i b u t i o n

2014

2015

o p e r a t i n g

r e s u l t s

Granting:

f i n a n c i a l

Our endowed fund granting trend over the past six years has resulted in small annual increases despite the market downturn in 2011. This was due to the establishment, several years ago of Stabilization Reserves for our funds to preserve past yearâ&#x20AC;&#x2122;s earnings for future granting requirements. In 2015, 100% of Community Grants were able to be directed to the priority area as identified in the Vital Signs Priority Report: Belonging.

g r a n t i n g

h i s t o r y

(

0 0 0

â&#x20AC;&#x2122;

)

2,903

$3,000

2,137

2,305

$2,000

f o r t y

2,191

s i x

$2,500

2,987

1,823

$1,500

$1,000

$500

$0 2010

2011

e n d o w e d

2012

f u n d s

2013

f o r

2014

d i s t r i b u t i o n

2015

s t a t e m e n t s f i n a n c i a l

2015 Financial Report c o n d e n s e d

f i n a n c i a l

s t a t e m e n t s

Statement of Financial Position as of December 31

2015

2014

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

68,772,941 868,415 69,641,356

240,017 248,840 488,857

421,349 271,312 692,661

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

459,475 68,191,385 297,835 68,948,695 69,641,356

2015

2014

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

1,351,913 7,142,476 262,940 51,143

8,396,188

8,808,472

2,987,285 1,599,259 4,586,544

2,902,501 1,548,050 4,450,551

Excess of Revenue over Expenses

3,809,644

4,357,921

Fund Balances, Beginning of Year

68,948,695

64,590,774

72,758,339

68,948,695

ASSETS Investments at Market Value [note 1] Other t o ta l a s s e t s

LIABILITIES AND FUND BALANCES

f o r t y

s e v e n

LIABILITIES Grants and Other Liabilities Deferred Revenue s u b - t o ta l FUND BALANCES Operating Fund Capital Fund Funds for Distribution s u b - t o ta l t o ta l l i a b i l i t i e s a n d f u n d b a l a n c e s

Non-owned Assets [Note 2] Condensed Statement of Operations Year ended December 31, revenue

Donations Investment Income Other (Grant Income, Sponsorship, etc.) Administration Fees expenses

Grants Operating Expenses

fund balances, end of year

f o u n d a t i o n

t o

t h e

k i t c h e n e r

f i n a n c i a l

a n d

s t a t e m e n t s

n o t e s

c o m m u n i t y

w a t e r l o o

s t a t e m e n t s

Note 1. Investments at year end. 2015

2014

8,610,082 8,625,620

9,392,723 9,491,483

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

9,232,435 13,262,948 3,028,660 22,972,373 342,319

1,710,000

1,050,000

71,603,064

68,772,941

2015 Market Value

2014 Market Value

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

2,677,266 1,755,475 2,023,471 6,211,087

12,899,558

12,667,299

m a r k e t va l u e

Bissett Core Equity Fund Connor Clark & Lunn Canadian Equity Fund A TD Emerald Canadian: Bond Pooled Fund Core Plus Bond Pooled Fund Short-Term Investment Fund Walter Scott and Partners Global Equity Fund National Bank Correspondent Network Portfolio

f i n a n c i a l

c o n d e n s e d

Community Forward Fund

f o r t y

t o ta l

e i g h t

cost

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

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

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

s t a f f f o u n d a t i o n

s m i t h

b r y n

o s s i n g t o n

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 email me at rsmith@kwcf.ca.

As Donor Relations Officer for The Foundation, I am responsible for developing and maintaining strong relationships with our fund holders and donors. I also assist with annual granting from donor advised funds. If you have any questions, do not hesitate to contact me at (519) 725-1806 ext. 212 or by email at bossington@kwcf.ca.

j o h n

l i n d a

b o w d e n

s h o r t t

As Director, Financial Services for The Foundation, I am responsible for the accounting, investment, administration, and privacy functions of the organization. This includes financial reporting, disbursement, donation and gift acceptance activities. For financial queries please contact me at (519) 725-1806 extension 202, or email me at jbowden@kwcf.ca.

As The KWCF’s Financial Services Coordinator, I am responsible for the processing of accounts payable and receivable, grant payments, as well as for processing and receipting donations. If you have a question about making a donation or a tax receipt, give me a call at (519) 725-1806 ext. 208 or by email at lshortt@kwcf.ca.

b e t h a n

r o c h e l l e

f o r t y

n i n e

o u r

r o s e m a r y

l l e w e l l y n

b e n o i t

As Director, Executive Services for The Foundation, I promote The KWCF to our wonderful community. Whether it’s writing media releases, publications, updating the website, or just shouting from the roof tops, I’m here to make sure YOU know all about the fantastic things The KWCF does everyday. I also manage KWCF Events, Random Act of Kindness Day ®, oversee volunteer management and overall office administration. I’d love to hear from you, give me a call at (519) 725-1806 extension 205, or email me at bllewellyn@kwcf.ca.

As Executive Services Coordinator for The Foundation, I work alongside Bethan in spreading the word about The Foundation to our great community, and helping with special events and other marketing initiatives. I also provide overall administrative support for The Foundation. I’d be happy to speak with you if you have any questions about The KWCF. You can reach me at (519) 725-1806 ext. 209 or by email at rbenoit@kwcf.ca.

s h a n n o n

c h e l s e a

w e b e r

staff

As Director, Community Investments for The Foundation, I oversee initiatives such as Waterloo Region’s Vital Signs and the Engage! KW philanthropic leadership program. In addition, I focus my time on the strategy and rollout of the Smart and Caring Grants Program. If I can be of service please contact me at (519) 725-1806 ext. 204, or email me at sweber@kwcf.ca.

a r n o t t

As Leadership Programs Coordinator for The Foundation, it is my responsibility to maintain efficient office administration and day-to-day operations of our leadership and granting programs. If you have any questions about how to apply for a grant, about Waterloo Region’s Vital Signs ®, or Engage!KW, please do not hesitate to contact me at (519) 725-1806 extension 206, or email me at carnott@kwcf.ca.

community fund

43.8%

26.1%*

field of interest funds

14.5%

c h a r i ta b l e o r g a n i z at i o n e n d o w m e n t f u n d s d e s i g n at e d f u n d s student awards

9.9%

3.0%

g r a n t

2015 A SSETS BY FUND TYPE

2.3%

0.4%

What does this mean?

Because these funds are unrestricted, we are able to leverage them to support those issue areas that have the greatest need in our community.

belonging and leadership

2015 GRANTS FOR A LL FUNDS

B Y WATERLO O REG IO N â&#x20AC;&#x2122;S VITAL SIG N S AREA

13.1%

h e a lt h a n d w e l l n e s s environment learning

53.9%

10.2%

f i f t y

a r t s a n d c u lt u r e

9.8%

9.1%

g e t t i n g s ta r t e d

f i n a n c i a l

funds for distribution

s t a t e m e n t s

donor advised funds

2.2%

gap between rich and poor

1.5%

100% of Grants from the Community Fund supported the area of Belonging & Leadership.

Thank you. p h o n e

519 725 1806 f a x

519 725 3851 e m a i l

info@kwcf.ca w e b s i t e

www.kwcf.ca

29 King Street East â&#x20AC;&#x201C; Suite B Kitchener, ON N2G 2K4

Registered with Canada Revenue Agency (#132170994 RR0001). The Kitchener and Waterloo Community Foundation issues official receipts for income tax purposes.

A MEMBER

OF THE

COMMUNITY FOUNDATIONS OF CANADA