The KWCF 2011 Annual Report by KWCF

Annual Report 2011

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A SINCERE THANK YOU And a special thank you to our 2011 sponsors!

For assisting with our auditing needs: KPMG LLP

For assisting with our legal needs: Miller Thomson LLP

For assisting with our need for office space: The Marsland Family

For supporting a variety of important needs:

The KWCF Annual Report is printed with the generous support of Cober Printing Limited. The KWCF Annual Report is produced with the generous support of Quarry Integrated Communications Inc. 1

We Build. We Invest. We Lead.

A.R. Kaufman Family YMCA Bank of Montreal City of Kitchener City of Waterloo Cober Printing Communitech Conestoga Mall Delta Hotel Denison Print Ernst & Young Hacienda Sarria Kitchener-Waterloo Oktoberfest KW Counselling Services Minute Man Press Mosaic Counselling & Family Services PMG Intelligence

Quarry Integrated Communications Inc. Region of Waterloo School of Accounting and Finance, University of Waterloo The Cake Box Tim Hortons Traces Screen Printing Ltd. Vision Screen Print Inc. Volunteer Action Centre Waterloo Inn & Conference Centre Waterloo-Wellington Chartered Accountants Association Woolwich Memorial Arena

For assisting us with media support: 570 News 91.5 The Beat CTV Southwestern Ontario CHYM FM CKWR DAVE FM Elmira Independent Exchange Magazine Faith FM Intrigue Media K-Fun KOOL FM Rogers Television SNAP â&#x20AC;&#x201C; Kitchener/Waterloo Waterloo Region Record Woolwich Observer

TABLE OF CONTENTS

OUR MISSION

1 A Sincere Thank You

The Kitchener and Waterloo Community

2 Our Mission

Foundation improves the quality of life in

3 Board Chair and CEO Message

Kitchener-Waterloo and area, now and for generations to come, by building community

4 A New Home For Your Community Foundation

endowment, addressing needs through grant

5 Our Volunteers

making, and providing leadership on key

7 Building

community issues.

9 Building Stories 11 Investing 13 Investing Stories 15

Leading

17 Leadership Stories 21 Funds â&#x20AC;&#x201C; Market Value 24 Accumulated Donations 28 2011 Donations 31 2011 Grants Awarded 38 Charts and Financial Report 39 2011 Financial Results

LEADING

Condensed Financial Statements

43 Your Foundation Staff BUILDING

INVESTING

www.kwcf.ca

BOARD CHAIR AND CEO MESSAGE We Build. We Invest. We Lead. Over the last 28 years The Kitchener and Waterloo Community Foundation (The KWCF) has worked, advocated and collaborated, all for the betterment of our community. We take our commitment to making a lasting difference to heart. It is at the core of everything we do. Through building endowment, knowledge, and relationships, we have taken steps to ensure that the community is supported for years to come. By investing in local organizations, we focus on key issue areas and programs that need the most support. With our leadership we bring together those individuals who have the capacity and desire to make that lasting impact, now and in the future. 2011 was a year of partnerships, collaborations, and firsts. We granted over $2.1 million to 193 charitable organizations and once again gifts are up significantly over 2010, reaching approximately $2.07 million. Some of these exciting opportunities are profiled in the following pages. The KWCF Board of Directors has also been hard at work on a new strategic direction for the Foundation. Focus groups comprised of local community leaders were brought together to provide insight and input into a new strategic plan for The KWCF. Other exciting things are underway as a result of work done by The KWCF leadership, including the exploration of the opportunities around mission-related investing. More information will be shared on this and on the new strategic focus for the Foundation, so please stay tuned! Thank you to our partners, volunteers, and sponsors, without whom none of our successes would be possible. Your belief in our vision and commitment to The KWCF does not go unnoticed and is truly appreciated. As always, your dedication to our community goes unmatched, and we look forward to continuing our work together over the coming year.

Vivian Zochowski

Rosemary Smith

Board Chair

Chief Executive Officer

We Build. We Invest. We Lead.

A NEW HOME FOR YOUR COMMUNITY FOUNDATION On August 30th 2011, The KWCF opened its doors once again in the City of Kitchener. The move was part of a collaboration between three local non-profit organizations that have come together to share a common space. The KWCF, Junior Achievement (JA) of Waterloo Region, and the Downtown Kitchener Business Improvement Area (BIA) were all in need of new office space, and with a common goal in mind, moved into the newly renovated space at 29 King Street East in Kitchener late last summer. A number of studies have shown that collaboration in the non-profit world has great beneficial effect. The three organizations share this sentiment. “We’re thrilled about this partnership,” shares Rosemary Smith, CEO of The KWCF. “As a funder, we encourage our grant recipients to collaborate. We are demonstrating that we practice what we preach – that we’re always looking for opportunities to partner with others to leverage our resources for more impact.” Mark Garner, Executive Director of the Downtown Kitchener BIA couldn’t agree more. “This is another great moment for Downtown Kitchener as we have brought together like-minded organizations for the betterment of our community. Not only will we be sharing office space and administrative costs helping the operational aspects of our organizations, but we will ultimately be opening the door to partner on new and exciting initiatives.”

“Not only have we found great partners in the Foundation and Downtown Kitchener BIA, but we are now more central to the schools that we service in the Region making us more accessible to our students and our volunteers. Under these new and exciting circumstances, it’s great to be back!” The KWCF echoes that sentiment. The Foundation initially held an office in Kitchener before moving to Waterloo in 1994. With the generous support of the Marsland Family, the community foundation held its offices in UpTown Waterloo for over 17 years. The need for growth, the opportunity to partner with two great organizations like the BIA and JA, and the chance get closer to the organizations that it supports, made the decision to move back to Kitchener an easy one. “We are delighted to be back in Kitchener; not only because we’re reaching back to our roots, but because we’re more closely linked to those local organizations that make our community a great place to live, work, grow, and raise a family.” adds Smith.

JA President and CEO Aubrey Walters notes that JA is happy to be returning to Downtown Kitchener after a nine year absence.

www.kwcf.ca

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OUR VOLUNTEERS ARE OUR MOST IMPORTANT ASSETS The Kitchener and Waterloo Community Foundation works with many volunteers who give generously of their time and expertise. Their commitment and wisdom greatly influence the work that we do, and ensure that we remain in touch with the community we serve. “Volunteerism is the voice of the people put into action. These actions shape and mold the present into a future of which we can all be proud.” ~ Helen Dyer 2011 KWCF Board of Directors Shown (left to right) are: Deborah Currie, Edward D’Agostino, Eric Strassburger, Lynne Short, Roger Farwell, Michael Murray, Jacqui Murphy, Dave Jaworsky, David Brenneman, and Hulene Montgomery Front Row: Greg Barratt, Vivian Zochowski, and Rosemary Smith Missing: David Calder and Michael Klopchic 4

“Volunteering with The KWCF has enabled me to make deeper connections with our community and witness the incredible work of our local charities and non-profits. As an empowered volunteer, I have learned and experienced the value of collaborative leadership in an innovative and diverse community.” Carolyn Fitton, Community Fund Grants Committee Member. “My volunteer work with The Kitchener and Waterloo Community Foundation began in 2007. Since then, it has been amazing to see the Foundation grow alongside our community. Even during uncertain and volatile times, this organization continues to Build, Invest, and Lead. I feel honoured to help The KWCF fulfill its mission: to improve the quality of life in Kitchener-Waterloo and area, now and for generations to come.” Eric Strassburger, Board Member and Chair of the Investment Committee

KWCF VOLUNTEER LISTING Board of Directors Vivian Zochowski – Chair Greg Barratt – Vice Chair David Yach – Past Chair** David Brenneman David Calder Deborah Currie Edward D’Agostino Mitali De** Roger Farwell Brian Fisher** Dave Jaworsky Michael Klopchic Hulene Montgomery Jacqui Murphy Mike Murray Lynne Short Eric Strassburger Bryce Walker** Audit Committee David Calder – Chair Edward D’Agostino Brian Fisher Pat Forte Blaine Hertzberger Mark Walters Vivian Zochowski Engage! KW Committee Russ Wong – Chair Erin Young – Vice Chair Benjamin Bach Megan Conway Mandy Dennison Candace Harrington Jennifer Knight Jason Shim Kurt Wissent Random Act of Kindness Day® Committee Debora Ritchie – Chair Linda Dancey – Vice Chair Karl Allen-Muncey

Marilena Benak Ryan Connell Kelly Daly Connie Deckert Kathy Durst Enrique Espinosa Alexandra Hardy Adam Kirk Nate Tedesco JR Waddell Governance Audit Task Force Pat Forte – Chair David Calder Jacqui Murphy Andrea Witzel Vivian Zochowski Grants Committee Penny Cleaver – Chair Heidi Balsillie David Borges* David Carter* Isabel Cisterna Carl Coelho Nancy Croth Martin deGroot Rick Findlay Carolyn Fitton Mary Ann Fleming Rita Hemmerich Barb Hill Sonny Kumpf Sarah McNeil Peter Meier Roben Stikeman Jessica Stockie Ingrid L. Town Frances Tse Suzanna Walter Mark Walters Gillian Wells Sara Wilbur Andrea Witzel

Tech Advisory Committee Steve Cross Brock Hart Matt Miller Investment Committee Eric Strassburger – Chair David Calder Jason Daly Dennis Huber Larry Murray Murray O’Brien Robin Stanton John Stilo Bryce Walker Vivian Zochowski Leadership Identification Committee Greg Barratt – Chair Cathy Brothers Penny Cleaver Jacqui Murphy Stephen Swatridge Vivian Zochowski Professional Advisors Brian Fisher Kerry Long Eric Strassburger Youth In Recreation Committee Scott Harris – Chair Joyce Barker Allan Enriquez Rob Quarry Susan Quarry Shirley Redekop Lisa Sailor Karen Scian Marilyn Thiessen Megan Van Kemenade Michele Way Cecelia White

For sharing their time, talent, and treasure Tomasz Adamski Brian Aldsworth Ishan Angra Erin Bishop Stephanie Boynton Peter Braid Community Justice Initiatives Community Support Connections Todd Cowan Don Critelli Marilyn Culliton Brad Fisher Tracy Fisher Jodi Gunn Ben Hagon Dale Howat Mariette Haras Angie Hill Jane Humphries Samantha Hurwitz InMotion School of the Performing Arts Kitchener-Waterloo Art Gallery Ryan Kennedy Michelle Krasovec Tim Louis Jonathan Mall Lucy Li Dianne Llewellyn Joe Mancini Owen McLaughlin Mennonite Coalition for Refugee Support Ramy Nassar Catrina Nelson Neruda Productions Chris Patton Ingrid Pregel Mirveta Ponjevic Kristen Porritt

Alan Quarry Reaching Our Outdoor Friends Beverly Riche Joanne Renaud Katherine Smart Sir John A. MacDonald Life Skills Class Katherine Synek Amy Vandenburg Nik Vidojevic Suzanna Walter Lisa Watson Beverly Wihelm Heather Worosz Nominating Committee The Nominating Committee is mandated by The Kitchener and Waterloo Community Foundation’s Act of Incorporation and is responsible for appointing The Foundation’s Board of Directors. Ken Seiling, Chair, Regional Municipality of Waterloo Carl Zehr, Mayor City of Kitchener Brenda Halloran, Mayor, The City of Waterloo Victor Zamin, Chair United Way of KitchenerWaterloo and Area Jeff MacIntyre, Chair, The Greater KitchenerWaterloo Chamber of Commerce **Vacated the Board of Directors in June 2011 *Deceased

www.kwcf.ca

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CONNECTING YOU TO THE CAUSES YOU CARE ABOUT

BUILDING

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

NUMBER OF FUNDS

117

TOTAL GIFTS IN DOLLARS (MILLION)

2.08

The KWCF builds 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. When you create a charitable fund through your community foundation, you have the opportunity to benefit the community forever with a permanent endowment. Your gift is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift and all future earnings from your gift are a permanent source of community capital, helping do good work today and in the future.

LARGEST GIFT IN DOLLARS FROM A SINGLE DONOR

805,670 7

We Build. We Invest. We Lead.

At The Kitchener and Waterloo Community Foundation, 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 platform for community development.

More information on how you, your organization, and/or your family can leave a lasting legacy that will impact your community for generations to come is available online at www.kwcf.ca, or you can call The KWCF office at 519-725-1806.

To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF difference in our community. • We embrace partnerships • We build community assets and champion philanthropy • We learn and share what we know • We are responsive and accountable • We build community vitality www.kwcf.ca

KEEPING UP TRADITION One of the things Kathleen Bissett remembers fondly about her parents, Constance and Frederick Landmann, was their dedication to philanthropy. “Each year, they allocated $1000 to be donated to our charity of choice,” recalls Kathleen. It was that inherent philosophy to give back to their local community that drove Frederick and Constance to establish the Landmann Family Fund with the Vermont Community Foundation. Having moved to Vermont from New York City, they found themselves at home, wanting to make roots and make a difference now, and for years to come. With Frederick passing in 2003 and Constance in 2011, both Kathleen and her sister Meryl wanted to continue the tradition that their parents had started. Kathleen, having long since moved to Waterloo Region, wanted to find a way to honour her parents, while supporting her local community. Kathleen and her husband Gerald soon discovered that foundations based in the United States are unable to grant to Canadian charitable organizations. “We are fortunate to have the opportunity to give “There was just no way around it,” commented Kathleen, back to the community that has given us so much, “the Vermont Community Foundation worked through and carry on the tradition started by my parents each scenario, but there was just no option available to us all those years ago.” to grant to our local community through a US Foundation.” The KWCF was contacted to act as the recipient of a donation to establish a Landmann Family Fund locally. After months of communications with the Vermont Community Foundation, the Bissett’s were finally able to realize their parents’ dream, here in KW. Kathleen and Gerald plan to focus their support in the areas of arts and culture, education, and health and wellness. “We’re looking forward to working with The Kitchener and Waterloo Community Foundation to support the causes that mean the most to us,” adds Kathleen.

Visit www.kwcf.ca and click on “Building” to learn more about Family Philanthropy. 9

We Build. We Invest. We Lead.

PRESERVING OUR RIVER People associate the Grand River with calm, serenity, and a spot to relax or get a break from a long day at work. Local residents visit the river to kayak, canoe, fish, or even to hike along its shores. The Grand River Conservation Authority prides itself as an organization that works for the river, but also for the community. They manage water and other natural resources on behalf of 39 municipalities and close to one million residents. The Grand River Conservation Foundation’s (GRCF) main area of focus is volunteer and fund development for priority projects of the Grand River Conservation Authority. Those high priority conservation projects make the greatest impact on the health and preservation of the river, and in turn, help to create a healthy community. In an effort to harness new opportunities to highlight the important work they do, they connected with The Kitchener and Waterloo Community Foundation, to establish The Grand River Conservation Fund, a charitable organization endowment fund held at The KWCF. “What’s great about the Grand River is that there are many organizations that are working to preserve, protect and conserve it,” says Sara Wilbur, Executive Director of the GRCF. “Hopefully this will provide us with some additional opportunities to partner with those organizations for the greater good of the Grand River watershed while funding high priority conservation projects.” What first sparked the conversation between the two organizations was the fact that the GRCF also has a volunteer connection to the Foundation. Both Sara and the GRCF’s Vice-Chair, Doug Brock are KWCF volunteers. “Having that type of relationship, and understanding of The KWCF, made choosing the community foundation to hold our fund an easy one,” explains Sara. “The Kitchener and Waterloo Community Foundation is pivotal for the community, and the GRCF is honoured to work with them.”

. Visit www.kwcf.ca to learn about how a charitable endowment fund might be right for your organization www.kwcf.ca

CONNECTING YOU TO THE CAUSES YOU CARE ABOUT

INVESTING

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

NUMBER OF ORGANIZATIONS SUPPORTED

193

% OF GRANTS IN WRVS PRIORITY AREAS

TOTAL GRANTS TO THE COMMUNITY SINCE INCEPTION ($ MILLION)

27.7 11

We Build. We Invest. We Lead.

The KWCF’s staff and volunteers have an in-depth understanding of the issues, opportunities, and resources that shape our community. We evaluate all aspects of community well-being – including social services, education, the environment, health care, youth, seniors, and the arts. We can help you learn more about local organizations and programs that make a difference in areas you care about most. We leverage investments of dollars, knowledge, and relationships to support innovative projects and initiatives that help our community. We gather information and track the many local agencies and programs working for our community. Based on this information, we can make grants and direct resources to the most appropriate areas. We stay alert to emerging issues and foster giving and volunteerism in our community, often serving as a catalyst, bringing groups of people together to work on solutions to community problems. That’s why we say that our community foundation can make a difference where it is needed most!

2011 marked an exciting year for The KWCF. On the following pages you will learn about two of the many different granting opportunities that the Foundation supported in 2011. To learn more about our granting processes, visit us online at www.kwcf.ca and click on INVESTING.

To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We understand our communities • We create opportunities for dialogue and inclusion • We grant for breadth and impact • We learn and share what we know • We are responsive and accountable www.kwcf.ca

GOOD SPORT CAN MAKE A DIFFERENCE True Sport is an exciting movement sweeping across our country. Communities, groups, teams, and individuals from coast to coast are joining forces to ensure that sport of all levels is providing a positive, meaningful, and enriching experience for all who participate. “Community sport inspires friendship, learning, health, and personal growth,” shares Rosemary Smith, CEO of The KWCF. “These traits are strong influencers of a vital community, which is at the root of the Foundation’s work.” This year the True Sport Foundation, with support from the J.W. McConnell Family Foundation, began a partnership with four community foundations across Canada to transform lives and communities through sport. The KWCF was one of those community foundations. Joined by the City of Waterloo, sports-related projects in Waterloo Region were supported through the Waterloo Region True Sport Grants Program. Applications for this first pilot program closed in June of 2011. Grants totaling $42,500 were awarded this past summer by a six-person committee made up of leaders in the local sports sector. There was great demand for this initiative, with over $125,000 in requests received. When asked to participate as a member of the community-based grants panel, Jodi Murray, a Professor with Recreation and Leisure Services at Conestoga College, jumped at the chance. “The program provided the spark for leaders from around the Region to collaborate and dream about possibilities for youth leadership, personal growth, new partnerships, and friendships through sport initiatives,” explains Murray. “It was a great experience to be part of this process,” notes Frank Prospero, President of the Williamsburg Community Association. The Williamsburg area of Kitchener received two Waterloo Region True Sport grants. “For organizations to come together for the good of sport is fantastic. These grants will have an impact on how we engage our young people in the diversity of sport.” 13

We Build. We Invest. We Lead.

To learn more about the Waterloo Region True Sport Grant, visit The KWCF’s website at www.kwcf.ca and click on Applying for Grants or call (519) 725 -1806.

COLLABORATING FOR THE ENVIRONMENT… AND THE COMMUNITY Some may think that climate change is a global issue – something handled by our federal government. However, it is widely recognized that local communities have a unique and important role to play toward helping Canada meet its climate change and clean air objectives. The Waterloo Region Green Solutions (REEP), Sustainable Waterloo, and the Regional Municipality of Waterloo have formed a collaboration to develop a communitywide greenhouse gas (GHG) inventory and action plan for Waterloo Region. This initiative, called The Climate Collaborative, will help strengthen the capacity of our community to pursue actions towards climate protection. In 2011, The Climate Collaborative needed ways to support implementation of the plan to the public, and reached out to The KWCF for funding. “The KWCF was a big supporter of the collaborative approach we were taking,” shares Sarah Brown, Project Manager for the Climate Collaborative. “They could see the impact of the work we wanted to do, and saw merit in capitalizing on the resources, skills, and strengths of the three organizations. Now we’re able to focus on what we do best without having to worry about the financial burden, thanks to the Foundation.” Sarah spends her time between the three organizations. She oversees not only the GHG inventory, but is also working on plans to share this important information with the community with the hopes of encouraging everyone to take action and reduce their carbon footprint. “The Climate Collaboration is something that the Foundation supports, not only because of the work they are doing for the community, but for how they’re working together to do it,” comments KWCF CEO Rosemary Smith. “From environmental protection to community health to sustaining economic growth, the work of this collaboration will help create a long-term vision for decreasing the carbon footprint of our community.”

To learn more about The Climate Collaborative, visit: www.sustainablewaterloo.org I www.reepgreen.ca I www.region.waterloo.on.ca www.kwcf.ca

CONNECTING YOU TO THE CAUSES YOU CARE ABOUT

LEADING

Waterloo Region has a strong history of innovation, and despite its rapid growth, maintains a strong history of community. The KWCF is proud to act as a catalyst to incite 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.

Number of Engage! KW Program Participants

2011 KWCF Volunteers/Partners

143

# of tweets about Random Act of Kindness Day®

223 15

We Build. We Invest. We Lead.

The KWCF connects and collaborates – bringing people together to address key community issues. As a community leader, we play a key role in addressing community needs, now and in the future. We act as a community catalyst. Because community foundations support all kinds of charities, we are well positioned to bring people and organizations together to address local issues and opportunities. Through programs and initiatives like Waterloo Region’s Vital Signs®, we take a long-term view of the community, to help focus on and support high impact opportunities. We are governed by leaders, and have volunteers with strong ties to our community. They offer their expertise and leadership to address the needs of their community. They build networks. They collaborate. And they seek out the most innovative and effective programs and organizations in your community. Helping to create a community rooted in volunteerism, philanthropy, and caring for one another is a priority for The KWCF. As a result, initiatives such as Random Act of Kindness Day® have come to life to re-connect us to our neighbours, co-workers, and friends and demonstrate first-hand the importance of having an empathetic and caring community.

The Kitchener and Waterloo Community Foundation’s business is building community. An update on the Foundation’s leadership programs and initiatives can be found on the following pages. To get involved or learn more, visit The KWCF website at www.kwcf.ca and click on LEARNING.

To be effective, a community foundation must understand its role in helping communities meet their unique challenges. The following principles help guide The KWCF to make a lasting difference in our community. • We build community vitality • We understand our communities • We create opportunities for dialogue and inclusion • We tackle pressing issues • We learn and share what we know www.kwcf.ca

THE NEXT GENERATION OF PHILANTHROPIC LEADERSHIP Engage! KW was first introduced in 2006 as a program to raise awareness on community issues and provide information about potential philanthropy. The KWCF never imagined then how much promise and impact the program could have. Now, in its second year of a new vision, Engage! KW has developed into an initiative with over 60 dynamic community leaders who have participated to date. When the time came to plan the second year of programming,The KWCF reached out to the 2010 alumni, and was overwhelmed by the response. Close to half of the previous year’s participants stepped up to form the 2011 Engage! KW Committee. “The feedback we received at the end of the program’s first year was amazing. We knew that the new format was a hit, that it was valued by the participants, and that they were already talking about the program with their networks,” notes Foundation CEO Rosemary Smith.“What we didn’t realize was how many wanted to take Engage! to the next level in 2011.” One such alumni is Russell Wong. Russ eagerly stepped into the role of Chair of the Engage! KW Committee and is an advocate for Engage! KW. He believes in what the program sets out to do for local leaders.“We’re often inspired by people doing great things in other parts of the world. Through Engage! we get to meet people doing amazing things in our own community and find ways to work with them. If that’s not inspiring, I don’t know what is.” The Engage! KW Committee, with support of KWCF Staff, reviews each of the program’s seven sessions individually and as a whole ensuring that participants are getting the maximum value of their time. “Working with the volunteer leadership team this year has been an eye-opening experience for everyone involved,” comments Smith. “It has been amazing to see real leadership in action, working and learning together for the betterment of our To learn more about the community and its future leaders.” Engage! KW, visit The KWCF’s website at www.kwcf.ca and click on LEADING or call (519) 725 -1806. 17

We Build. We Invest. We Lead.

RANDOM ACT OF KINDNESS DAY® Hold the door open for someone. Empty the dishwasher at home. Let the person behind you in line go in front. Make a new friend. In times where we are all so busy – with work, family, and friends – it is far too easy to overlook these small acts as we juggle our busy days. Random Act of Kindness Day® (RAK Day) is a reminder for us to take the time to be nice to each other, not to receive anything in return, but because it’s just the right thing to do. With the support of dedicated volunteers, RAK Day in 2011 welcomed new friends and experienced growth, both locally and nationally. Some of those new friends included over 26 communities across Canada that participated in RAK Day, including our first out of province community – Banff, Alberta. Plans are already underway to reach farther across our great country in 2012. Locally, we welcomed a new Kindness Ambassador to our team. Without speaking, Kaptain Kindness energized the crowd of over 250 volunteers and community members to kick off RAK Day at Conestoga Mall on November 4th. Kaptain Kindness was also on hand afterwards to cheer on the over 80 “Kindness Krews” that once again performed kind acts around our community. Woolwich Township also got in on the fun by hosting their very own kick-off event on November 3rd at the Dan Snyder Memorial Arena. Woolwich Township has become one of RAK Day’s biggest supporters locally, and the entire township has embraced the spirit of the day. David Brenneman, CAO for Woolwich Township, was not surprised that RAK Day took off in his community. “Volunteerism and the ‘pay it forward’ philosophy have always been integral parts of the culture in Woolwich Township.”

For ideas on how you and your family, friends, neighbours, or co-workers can celebrate kindness on November 9th, visit www.kwcf.ca and click on Random Act of Kindness Day® www.kwcf.ca

WATERLOO REGION’S VITAL SIGNS® – A RENEWED FOCUS “Vital Signs® is a tool for community understanding, discussion, reflection, and change,” shares Rosemary Smith, CEO of The Kitchener and Waterloo Community Foundation. In 2011, The Kitchener and Waterloo Community Foundation and the Cambridge & North Dumfries Community Foundation performed an in-depth evaluation on how the community is using the report and review what format the report will use in the future. It was revealed that many of our community leaders and local organizations utilize Waterloo Region’s Vital Signs® everyday. Use of the report ranges from aligning agency programs – utilizing the information as evidence during the grant-writing process – to strategic planning. Based on the feedback received, and the changes made to the census, The Foundations have determined that adjustments are required in the presention to the community. Moving into 2012, we will be delving deeper into the four priority areas identified in the 2010 report – Belonging & Leadership, Arts & Culture, Getting Started, and Health & Wellness. While all 11 areas are significant, it is important to understand that these four areas face the most concern at this time. With this refined focus, the foundations will use recent local data and community experts to help better understand current priorities. As a community, we are then able to devote time and energy to these areas in order to ensure that Kitchener-Waterloo and area is a healthy, vital place to live, work, play, and raise a family. The Kitchener and Waterloo Community Foundation is as committed as ever to supporting local organizations and using Waterloo Region’s Vital Signs® as a reference point for local community organizations and leaders.

Learn about quality of life in Waterloo Region at www.wrvitalsigns.ca 19

We Build. We Invest. We Lead.

A VITAL CHANGE – A CONDUIT FOR STORYTELLING They say that pictures say a thousand words. But when it comes to storytelling, a video trumps them all. The KWCF took this message to heart when looking to create an online tool for non-profits to share their stories in an innovative way. Building on the work of Waterloo Region’s Vital Signs®, this philanthropic resource will allow organizations to showcase the programs that need the most support via storytelling. “The online tool will be a resource,” shares Rosemary Smith, CEO of The KWCF. “It will act as a conduit between non-profits and those of us looking for new and exciting ways to spend our time, talent, or treasure in our community.” But how will these organizations begin to start to tell these stories of the amazing work they do everyday in our community? Enter Capacity Waterloo Region. Capacity Waterloo Region (CWR) is a firm believer that impactful storytelling Is the most powerful method of reaching out to the community. The KWCF shares that vision, and is collaborating with CWR to facilitate a series of storytelling sessions led by storytelling guru Andy Goodman. Andy Goodman is a nationally recognized author, speaker, and consultant in the field of public interest communications, but is best known for his speeches and workshops on storytelling, and presentations. The KWCF will work with local non-profits that have participated in these sessions and begin to develop other key skills, such as storyboarding and video editing, to capture their unique stories on film. These videos, along with photos and a snapshot of the organization, will become a part of the online resource centre. “We’re delighted to support and partner with Capacity Waterloo Region in their story telling initiative, and excited to see what amazing stories our local organizations have to share with us” shares Smith.

Stay tuned for more information on the launch of our community knowledge centre in 2012! www.kwcf.ca

FUNDS

Market Value as of December 31, 2011

Fund Names in orange indicate a new fund in 2011. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.

Donor Advised Funds A donor advised fund allows donors to recommend to The Foundation’s Board of Directors specific organizations to receive grants from their fund. The Musagetes Fund The John A. Pollock Family Fund The Motz Family Endowment The Spinnaker Fund Landmann Family Fund Hughraine Fund Brenda & Peter Hallman Family Fund McMurtry Family Fund Westmount Golf Club Charity Fund Westmount Golf Club Charity Fund Oktoberfest Charity Pro-am Golf Tournament Fund Westmount Golf Tournament Charity Fund Ken Murray Fund The Jim and Sue Hallman Family Fund Lonsdale and Roberta Schofield Fund The Jim and Sandy Beingessner and Family Fund The “50” Plus Team Fund The Franbar Fund Florence Louise Marsland Fund Steffensen Family Fund John A. McLennan Family Fund Ormston Family Fund The David and Eleanor Yach Family Fund The Savvas & Lenia Chamberlain Fund Westfall and Hill Family Fund Audrey and Gerald Moser Trust The Good Earth Fund The Brian Fisher Family Fund The Brian Fisher Family Fund The Christine Fisher Memorial Student Award Fund The Nancy-Paul Fisher Memorial Fund K-W Corporate Challenge Fund The Moe Norman Memorial Fund The Victoria D’Agostino Children’s Benefit Fund 21

We Build. We Invest. We Lead.

7,719,314 4,929,941 1,215,103 1,047,050 804,195 751,007 636,014 608,947 596,889

577,172 575,022 528,261 318,583 305,121 294,429 282,603 262,825 261,638 260,616 238,919 228,397 222,942 212,288 199,113 154,306

139,852 136,263 123,237

Dr. John D. Stewart Fund Walter and Florence Martin Endowment Fund David Clare & Susan Ferne Bender Family Fund Serendipity Fund Hartman and Brenda Krug Family Fund The Urie A. and Dorothy M. Bender Endowment Fund Erb & Good Family Funeral Home Community Fund University of Waterloo Research and Technology Park Activities Committee Fund Harold and Gloria Chapman Family Fund Marianne and Jim Erb Family Fund Sharon and Paul Good Fund The Ryther Fund Rosalind & Dieter Kays Family Fund Bryce and Nancy Walker Family Fund Alex Schmidt Memorial Fund The Ted and Andrea Witzel Family Fund The Hilde English Memorial Fund The TD Bank Financial Group Employees Endowment Fund Eric and Muriel Misch Family Fund Wagner Livock Fund Unsung Hero’s Fund Jenkins Sauer Fund Nancy Borusiewich Fund The William Roberts Family Fund The Robert Caldwell Fund

102,981 102,253 92,586 88,439 68,891 67,289 60,469 58,591 56,880 56,452 55,925 54,613 44,962 42,901 40,208 37,687 37,581 37,320 24,963 23,599 21,138 19,844 13,849 12,017 11,337

Designated Funds A designated fund allows donors to specify, at the time the fund is established, the charitable organizations they wish to support. Murray Fried Fund Emmerton Fund The Choices Fund Canadian Clay and Glass Endowment Fund Intentions of A and M Fund The Charles E. Heller Fund Dorothy Shoemaker Literary Award Fund The F. P. Schneider Memorial Fund The Howard G. Schneider Cancer Care Fund Esther Bingeman Gascho Fund Amy Hallman Snyder Award Fund Retired Business & Professional Men’s Club of K-W Fund

196,638 195,906 152,507 134,782 133,867 112,013 107,678 100,163 62,064 34,108 26,233 21,806

Field of Interest Funds A field of interest fund enables the donor to focus charitable giving in a particular charitable area (arts, environment, education, children, etc.). The Lyle S. Hallman Fund Ontario Endowment for Children and Youth in Recreation Fund The K-W Corporate Challenge Fund Trillium Estates Fund TD Canada Trust Merv Lahn Community Development Fund The Alice (Braley) Judges - Walter Judges Fund Waterloo Region International Plowing Match 1995 Fund Palliative Care Fund George Cluthe Fund The Woolwich Community Fund Fountain of Memories Award Music Fund Waterloo Region Record Literacy Fund Youth Advisory Council (YAC) Fund Brush with Art Visual Arts Fund Keith and Winifred Shantz Fund for the Arts

1,298,016 904,847

514,243 341,944 303,637 228,205 200,306 199,305 110,031 97,228 39,775 32,137 11,011

Student Awards A named scholarship or bursary fund established to support the continuing education or training of deserving students. The Kitchener Rangers Hockey Club Scholarship Fund 441,493 France-Anne Sweeny “Making A Difference” Fund 125,785 NHLPA Dan Snyder Memorial Student Award Fund 101,573 The John R. Robins Fund 98,248 R. Jack Middlemass Memorial Scholarship Fund 84,365 The Walter A. Bean KWCF Scholarship Fund 79,397 The Mac Voisin Scholarship Series 59,352 Ernest Kendall Award Fund 24,779 Big Brothers of Kitchener-Waterloo Peter McGhee Promise Scholarship Fund 11,035

Charitable Organization Endowment Funds Charitable organizations establish endowment funds within The Foundation and invite additions to the fund by other donors. This allows the organization freedom from investment responsibility and gives donors the confidence of knowing that a permanent foundation is in place to professionally administer the organization’s endowment.

YWCA Endowment Fund 1,417,647 The YWCA General Fund YWCA Mary’s Place Fund The United Way Forever Fund 1,366,475 United Way Capacity Fund United Way Seniors at Risk Fund United Way Rod Cleaver Memorial Fund United Way Families and Children Fund United Way Susan Harkins Innovation Fund KidsAbility Foundation Endowment Fund 663,423 The Kitchener-Conestoga Rotary Dream Home Fund 213,330 WPL Endowment Fund 178,012 WPL Summer Reading Club Fund The KWCF Operating Endowment Fund 115,606 St. Mary’s General Hospital Foundation Physician’s Endowment Fund 74,418 Kitchener Sports Association Legacy Fund 72,331 Parents for Community Living Robert Denomme Fund 63,647 Big Sisters Endowment Fund 50,467 Child Witness Centre – Jim and Heidi Balsillie Endowment Fund 46,399 Scouts Canada – North Waterloo District Endowment Fund 44,370 The Uptown Waterloo Jazz Festival Endowment Fund 32,814 Homer Watson House & Gallery Endowment Fund 32,578 Junior Achievement Terry Burch Memorial Fund 32,473 Anselma House Endowment Fund 25,668 Grand River Conservation Fund 24,398 Lions Club of Kitchener Community Service Fund 12,364 Hospice of Waterloo Region Endowment Fund 10,932 The Lucille Mitchell Fund

Funds for Distribution

Established as a service to donors with endowed funds, the principal and income earned are used to provide grants within a specific time frame. Social Venture Partners Waterloo Region Fund 135,574 Social Venture Partners Waterloo Region Grant Fund Social Venture Partners Waterloo Region Operating Fund The Jim and Sue Hallman Fund 50,000 The Waterloo Region Record - Lyle S. Hallman Foundation Kids to Camp Fund 16,674 Landmann Family Fund 16,013 France-Anne Sweeny “Making A Difference” Fund 10,145 Kitchener Sports Association Legacy Fund 10,000 Waterloo Region Resiliency Fund 8,350 Alex Schmidt Fund 3,311 www.kwcf.ca

Community Fund Many of our donors choose to support the unrestricted Community Fund, allowing grants to be given to a broad range of charitable groups and programs each year. The Community Fund responds to needs using Waterloo Region’s Vital Signs® as a tool for community investment and knowledge. Total Community Fund Community Fund Stabilization Fund

13,300,931 368,050

Named Funds within the Community Fund Dare Family Trust 1,435,000 A. Edward Johnson 843,100 BF Goodrich Foremen’s Club 285,226 Keith Shantz Memorial Fund 200,000 J.T. “Sam” Hill Fund 165,720 Roy Ellsworth Jefferson Estate Fund 137,886 Trillium Estates Limited Fund 70,000 Brian & Irene Allison Fund 42,264 Roland & Dae Harris Fund 40,200 Gary F. Parker and Family Fund 33,115 Kitchener Mayor and Council Fund 25,835 Ross Edward Hahn 21,520 Ross Arthur Bergey 15,000 Ronald and Mabel Dalton Fund 13,950 Jonas Bingeman Fund 10,832 Gordon A. MacKay Fund 10,229 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 Keith and Bobbie Gummow Fund 2,950 The William D. and Deen Smith Fund 2,300 Robert Warren Learning Legacy Fund 497 Note: Fund Names in orange indicate a new fund in 2011. Bold indicates an umbrella fund, italics represent their corresponding sub-funds.

We Build. We Invest. We Lead.

DONORS

Accumulated Donations to December 31, 2011 – Over $5,000

Donors are the lifeblood of philanthropy in our community. At The Kitchener and Waterloo Community Foundation we make it easy for people to build a legacy of giving and support the causes they care about most. The KWCF is very grateful for the confidence our donors have in our ability to serve our community – now and into the future. Donations over $10,000,000 Michael Barnstijn & Louise MacCallum

Donations over $5,000,000 John A. & Joyce Pollock

Donations over $1,000,000

Anonymous Dare Family Trust Jim & Sue Hallman Lyle S. Hallman* United Way of Kitchener-Waterloo & Area YWCA of Kitchener Waterloo

Donations of $500,000 – $999,999 Anonymous Brenda & Peter* Hallman Estate of A. Edward Johnson Donald S. McMurtry & Gloria J. Howe Kenneth G. Murray Vermont Community Foundation

Donations of $250,000 – $499,999 pment Fund Dr. Savvas & Lenia* Chamberlain Economical Insurance Group Barry & Shirley Humphrey Estate of Walter Colin Judges KidsAbility Foundation Kitchener Rangers Hockey Club Florence L. Marsland* Margaret A. Motz Paul J. & Catherine Motz Ontario Endowment for Children & Youth In Recreation Lonsdale & Roberta Schofield Gert & Jean Steffensen

Waterloo Region International Plowing Match Committee Westmount Golf & Country Club

Donations of $100,000 – $249,999 Anonymous (3) David Clare & Susan Ferne Bender Alice E. Brown Canada Trustco Mortgage Company Estate of George Cluthe Community Foundations of Canada Estate of Thelma Emmerton Estate of Murray Fried Greater Kitchener-Waterloo Chamber of Commerce Estate of Charles Heller J.T. (Sam)* & Jane Hill Estate of Roy Ellsworth Jefferson Irma Karley* Kitchener-Conestoga Rotary Club John & Carla McLennan Gerald P. & Audrey* Moser Estate of Murray H. (Moe) Norman Marguerite & Ian C. Ormston* Frederick P. Schneider* Estate of Keith M. Shantz Winifred Shantz* Dorothy Shoemaker* Sun Life Financial Trillium Estates Ltd. Waterloo Public Library Waterloo Region Record David J. Westfall David & Eleanor Yach

Donations of $50,000 – $99,999 Anonymous

“50” Plus Team Collin G. Baxter Walter A. Bean* Urie A. & Dorothy M.* Bender William J. Bernhardt Harold & Gloria Chapman Cober Evolving Solutions Brian Fisher Family Paul & Sharon Good Keith Gummow Kitchener Sports Association Hartman H. L. & Brenda Krug Dr. Desta Leavine Estate of Stella Mann Manulife Financial Walter Martin Beverley L. Middlemass Oktoberfest Charity Pro-Am Golf Tournament Charles M. W. Ormston John H. & Janet Panabaker Planned Parenthood Waterloo Region RBC Investments Estate of John R. Robins Irene Rooney Ross & Doris Dixon Charitable Foundation Betty Schneider French Spaenaur Inc.

St. Mary’s General Hospital Foundation Dr. John D. Stewart Estate of Eva Gladys Stoltz TD Bank Financial Group Toronto Community Foundation University of Waterloo - Research+Tech Park Activities Committee Estate of Ruth Werlich William H. Kaufman Inc. www.kwcf.ca

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

We Build. We invest. We Lead.

Ralph & Hazel Westfall Ted & Andrea Witzel The Woolwich Community Fund Zehrs Markets Ltd. Donations of $10,000 – $24,999 Anonymous John S.* & Marjorie Acheson Anselma House Robert M. & Judith Astley ATS Automation Tooling System Inc. Jim & Heidi Balsillie Bell Canada Estate of Ross Arthur Bergey Dora Bingeman Dr. Michael & Gay Booth Douglas G. Brock Budd Canada Inc. David & Lina Caputo Centre For International Governance Innovation Child Witness Centre of Waterloo Region Anthony Christie Penny Cleaver Cora Group Inc. Matthew Cowan & Inga Rinne Steven & Sandra Currie Edward & Martha D’Agostino Ronald & Mabel Dalton Leo & Laura Del Bel Deloitte Peter & Gisele Denommé Dorothy M. Elliott Kevin & Teresa Elop Dr. John R. & Hilde* English Equitable Life of Canada Fashion Show Funds, Ontario Endowment for Children & Youth Michael & Carol Ann Fitzpatrick Patrick J. Flynn Mike Forristal Robert D. Frank Estate of Reginald J. Friesen William & Clare Fuller Estate of Raymond T. Gibney Mark & Jenny Guibert H.L. Staebler Co. Ltd.

Murray & Merle Haase George Hahn Estate of Ross Edward Hahn John M.* & Mary Harper Highland Road United Church Richard & Penny Hobson Gerald A. & Margie Hooper David & Judy Horman Dr. Roderick & Alberta Jack Timothy J. Jackson Howard* & Pat Jasper Arthur & Anna Jones Ernest Kendall* KidsAbility Centre Robert M. Kilborn Kitchener Beverages Ltd. Kitchener Waterloo Civitan Club KPMG Foundation Mary & Robert* Kuntz Myra Lahn Gary Levene & Deborah Eisenberg Lions Club of Kitchener David & Janice MacIntosh Maple Leaf Consumer Foods Inc. Mark Eamer Professional Corporation Margaret & Larry Marsland Bruce Martin John* & Mary Ann Martin Keith Martin & Jackie Hatherly-Martin Timothy & Nora Martin Richard G. Meunier Paul & Lucille Mitchell Gary & Karen Mottershead Dr. Warren & Mary Ober Ontario Plowmen’s Association J. Terence* & Margaret Osbourne David Paleczny & Mary Reynolds John & Ruth Pratten Ingrid Pregel Programmed Insurance Brokers R. Alan & Susan Quarry Philip & Carole Rason James F. Robertson Brian & Mary Ann Ruby Estate of Martha Grace Schmidt Edward W. Schooley Schorn Consultants Inc. Estate of Carol Winifred Shields

Peter & Elizabeth Sims Daintry Snyder Jeffrey D. & Jean Stacey Bryan D. & Joan Stewart Robert L. Strouth* The Regional Municipality of Waterloo Elizabeth & Keith* Thomas Bertha K. Thompson United Way of Cambridge and North Dumfries Lorne Underwood* Frank Voisin Mac Voisin Wagner Livock & Associates Financial Services Inc. Karl H. Wahl Waterloo Lions Club Waterloo Manufacturing Company Ltd. Tracey Weiler Nola Young Vivian Zochowski Donations of $5,000 – $9,999 Randy Adams Steve & Vera Aldersley BDO Dunwoody LLP Bingemans Inc. G. Robert & Noreen Blake BLM Group Inc. BMO Employee Charitable Foundation T. Larry Bourk Ed & Eleanor Brubaker David & Millie Buehlow R.M. Buie Robert C. Caldwell William S. Carter Chubb Insurance Company of Canada Cloverleaf Charitable Foundation Horace & Rita Coelho Coldwell Banker Peter Benninger Realty Conestoga-Rovers & Associates Ltd. Manfred & Penny Conrad Cowan Benefits Consulting Don* & Marilyn Craig Crawford Adjusters Canada Inc. Crompton Co. Mary D’Alton

Deer Ridge Charity Golf Tournament Kevin & Teresa Elop Steve & D’Arcy Farlow Nyle H. Futher Mike Galbraith Raymond T. Gibney* Rodney N. Goetz Lloyd & Linda Gower Gowling Lafleur & Henderson LLP Dorothy Greb Arthur H. Hahn Jac N. & Kusum Hanemaayer Estate of Martha M. Hauck Donald Haycock William R. Henderson Pat & William* Herzog James & Sandra Hill Hi-Tech Hockey League Hogg Fuel & Supply Imasco Limited Wilfred & Cathie Jenkins Joseph E. Seagram & Sons Ltd. James & Lee Kay John Kendall Kitchener-Waterloo Oktoberfest Oktoberfest Haus Iain Klugman Carl* & Jean Knell Jim & Heather Lackner George W. Lange Lear Corporation Canada Ltd. Linwood & District Lions Club Jonathan MacNaughton Richard Manning & Holly Harkins Manning Adam & Noreen Marchand Michael J. Marshman Marion Martin Mark & Helen McArdle Harvey Ian McIntosh Ian McLean McNeil Consumer Healthcare Miller Thomson LLP William A. Moeser* Kevin P. Mullan Jacqui Murphy Netwerx Media Solutions Inc. Oldfield, Greaves, D’Agostino, Billo & Nowak

Ontario Die International Ontario Seed Co. Limited Thomas & Margot Pick Pollock and Williams Limited Ronald Pond Retired Business & Professional Men’s Club Richard Ivey Foundation Gordon & Jean Riedlinger Trent Robinson Craig Robson Frank Rovers Royal Trustco John W. Rumpel S-S Technologies Edward G. Schafer Ron Schwark Glenn E. Smith Rosemary W. Smith Harold F. Snyder* Wayne Snyder Lindsay & Louise Somerville Dr. Donald Spink Donald S. Sykes* Gerald & Susan Taylor Ellen Todd Anne Trussler David P. & Kitty Uffelmann W. Scott Uffelman Terry & Tatyanna van Lenthe Elizabeth Walter Don E. Weaver Janice & John* Weber Estate of Pearl Weber Weber Supply Company Larry Williamson Words Worth Books Ltd. Ziggy’s Cycle & Sport Ltd. 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. www.kwcf.ca

Legacy Leaders Donors who have indicated their support to The KWCF through Bequests, RRSP’s, RRIF’s, Charitable Gift Annuities, Charitable Remainder Trusts, and Life Insurance. Anonymous (26) Brian & Irene Allison Mary Bales Urie A. Bender Alice E. Brown Esther Bingeman Gascho Douglas G. Brock Mary Buhr Penny Cleaver Keith Gummow Carl & Joyce Heck Gerald A. Hooper James Hummel Owen Lackenbauer Gordon A. Mackay* Wayne & Diane Moser Kenneth G. Murray Lois Norris & Leonard VanWonderen Milne & Mary Louise Oakes R. Alan Quarry James F. Robertson Edward Rooney Irene Rooney Ross & Doris Dixon Charitable Foundation Frederick P. Schneider Karen Scian William D. & Deen Smith John Thompson & Brenda McTearnen David P. Uffelmann Karin W. E. Voisin Bob & Georgina Wagner Trust Dennis & Beverley Watson Rob & Michele Way David J. Westfall

We Build. We Invest. We Lead.

2011 DONATIONS Hundreds of people from all walks of life donate to The Kitchener and Waterloo Community Foundation each year. These generous gifts enable the Foundation to support the important work being done by our local charitable organizations. The following are donations received in 2011 of $100 and over. AC Tradesmen Inc. Brian J. & Irene Allison Robert and Judith Astley Family Foundation Atlantis Golf Club Inc. Rick Barfoot & Patricia Cooper Barfoot Kim Barnes Greg Barratt Scott Bartle David & Susan Bender John & Joanne Bender Urie A. Bender Tom Beynon Bingemans Inc. Dr. Jack Bishop Robert & Noreen Blake Dr. Michael & Gay Booth Lori Bordessa Michael Boucher Donald J. Bourgeois & Susan Campbell Janette Braun James & Jane Breithaupt Edward H. Brough Alex & Trish Brown Alice E. Brown Dr. William H. & Trudy Bryant Chris Burgess Sandra Bussey Susan Cadell Dr. Murchison Callender Cambridge & North Dumfries Community Foundation Joel Campagna Canrun Shoes Imports Ltd. Lina Caputo Dr. Vincent P. Carere

Donald Carman Castel & Castel Information Services Inc. Ronald Chamberlain Alan & Alexzena Chalmers Gordon W. Chambers Richard & Patricia Chambers Christopher Chapman Dwayne & Kimberly Chapman Harold & Gloria Chapman Child Witness Centre Of Waterloo Region Anthony Christie City of Waterloo City of Kitchener Clarity Motgage Inc. Stuart Clark Rodney Clements Jamie Clift Diane Clouthier Robert & Huguette Clouthier Tim Clouthier Cober Evovling Solutions Horace & Rita Coelho Community Foundations of Canada Megan Conway Cowan Foundation Steven & Sandra Currie Ian Crawford C.F. Barry & Judith Cullen Deborah M. Currie Lucille M. D’Agostino Gerth Daub Eleanor M. Davidson D’Arcy & Sandy Delamere Clement & Sandra DeMelo Peter & Gisele Denomme Rick & Chris DeVrye

Denis Dion Douglas & Donna Dodds John Doepel Harold & Audrey Donley Carol D’Orsay Mike Dunbar David Duncan Michael & Maria Dye Ray Eisenbach Peter L. Ellis Kevin & Teresa Elop John & Rose Emrich Walter Enns James & Sandra Evans Steve & D’Arcy Farlow Shari & Warren Farrell Roger & Cathy Farwell Glenn Faucher FHA Inc. Gerald & Marg Finnen Betty & Stewart Fisher Brian Fisher Family Dianne Fisher Mark Fisher Gerald & Marlene Fischer John Fischer Michael & Carolyn Ann Fitzpatrick Dr. Arnold & Mary Ann Fleming Patrick & Noreen Flynn Randy & Peggy Fowlie Brian Freiburger Vera Gaffney-Aller Ann Galea Esther E. Gascho Don & Beth Gayman Pauline Gibney www.kwcf.ca

Giffen LLP Rodney N. Goetz Peter C.R & Barbara Golding Paul & Sharon Good Leslie A. Gould Lloyd & Linda Gower Grand River Conservation Foundation Mark & Jenny Guibert Joyce Gundy Brian & Brigitte Haase Jim & Sue Hallman Estate of John Mickle Harper Paul G. Haslam David & Lenore Hawkey Donald & Jo-Anne Haycock Erin Haydl Heffner Lexus Toyota Paul & Rita Hemmerich Jamie Henshilwood William & Pauline Hiebert Diane Higgins & Peter Martin Highland Road United Church James & Sandra Hill Jane G. Hill John & Rosalind Hobson Gerald A. Hooper David & Judy Horman Julien Hradecky Suzanne Hyatt J.M.B. Sales Dr. Roderick N. & Alberta Jack Timothy J. Jackson & Jane Arnold Stephen & Carole James Howard* & Patricia Jasper Estate of A. Edward Johnson Arthur E. & Anna Jones Robert A. Jones Mary Louise McAllister Kattides James & Lee Kay Dr. Dieter & Rosalind Kays Jennifer & Robert Kelley Jim Kelly David Kerr KidsAbility â&#x20AC;&#x201C; Centre for Child Development 29

We Build. We Invest. We Lead.

Jennifer King & Christopher McIntyre Kitchener-Waterloo Oktoberfest - Oktoberfest Haus Kitchener Sports Association Iain Klugman KPMG KPMG Foundation Mary Kuntz Kuppers Dentistry Kevin & Donna Kuppers Owen & Ollie Lackenbauer Dr. Desta F. Leavine Lee LLP Leonard G. Leininger & Janet Lund Leininger Les Chaussures STC Inc. Renee Lessard-Boily Barbara Lindsay Lions Club of Kitchener Brian Lipskie Richard W. Lishman Kerry Long Lyle S. Hallman Charitable Foundation John & Mary Lynch Joyce MacCallum David A. & Janice MacIntosh Urszula Magolon William & Ann Malnychuk Dan Maloney Richard Manning & Holly Harkins Manning Manulife Financial Adam & Noreen Marchand Mark Eamer Professional Corporation Bruce Martin Timothy & Nora Martin Dr. Greg & Leslie Mason Mark & Helen McArdle David M. McBride Gordon & Fran McConnell Cheri McCuaig Harvey Ian McIntosh Ian McLean Jen McLellan

Mega Brand Source Tom & Jocelyn Mennill Beverley L. Middlemass Muriel Misch Mister Safety Shoes M & M Meat Shops Ltd. Hulene Montgomery & Michael D. Graham Marilyn & Michael Moore J. Scott & Jane Morley Harry & Bonita Morrison Mallory M. Morris-Sartz & John Sartz Gary & Karen Mottershead Kevin P. Mullan Jacqui Murphy Kenneth G. Murray Larry E. Murray N.R. Murphy Limited Stanley & Donna Nahrgang Janet Nellich Dr. Warren U. & Mary Ober Oldfield, Greaves, Dâ&#x20AC;&#x2122;Agostino, Billo & Nowak Murray Oliver Ian C. Ormston* Ormston Family Charitable Foundation P.J.W. Marketing Inc. Bulent Pakdil John H. & Janet Panabaker Gary & Susan Parker Steven & Trina Parker Steve Partridge Richard C. Payne Dr. Simone Peta Avvey Peters Thomas & Margot Pick Pizza Nova Take Out Ltd. Cathy Plomske Jeff Poichuk Ingrid Pregel Programmed Insurance Brokers Leslie & Sheila Protopapas Jim Prytula

Song Qian & Jia Zheng Margaret Quarry R. Alan Quarry Richard Raymer RBC Royal Bank Richard A. Reid Walter & Barbara Reidl Alan & Theresa Reinhardt Donald & Karen Reist Joanne Renaud Research in Motion Josephine N. Rich Thomas A. Richardson Debora Ritchie Alan & Patricia Robb James F. Robertson Craig Robson Michael & Pauline Ronzio Ross & Doris Dixon Charitable Foundation Runners’ Choice Nicholas Rutka David Sandness Karen Saunders & Robert Rombough Carmelitta Scambia Hedy & Saverio Scambia Nelson & Joy Scheifele Estate of Martha Grace Schmidt Teresa Schmidt Edward & Anne Scharf Betty Schneider French Frederick* & Jane Schneider Karen & Anthony Scian Peter Senst Peter H. & Elizabeth Sims James & Nadica Sloan Bill & Doreen Smith Glenn E. Smith Kathleen M. Smith & Ray Teed Rosemary W. Smith H. Wayne Snyder Dietmar Sommerfeld Spaenaur Inc.

David & Helen Spence Jeffrey D. Stacey Stephenson Engineering Dr. John D. Stewart Joy Stewart Douglas Stinson Wendy Strong Andrew Strongman Superheat FGH Technologies Inc. Brian Sweeny Paul Sweeny & Marie-Josée Boily Sweeny Swenco Limited James & Vikki Tait Leehe Tal Donald Travers Trylon TSF Inc. Twin Cities Dry Storage Ltd. Twin City Women’s Probus Club David P. & Kitty Uffelmann W. Scott Uffelman United Way of Cambridge and North Dumfries United Way of Kitchener-Waterloo & Area Shannon Urban Wietse & Corrie Van Dolder & Family Charitable Foundation Jarrod Vandonk Tracy E. Van Kalsbeek Vermont Community Foundation Mac Voisin David & Sharon Wadley Helen M. Wagner Elizabeth Walter Suzanna Walter Waterloo Region District School Board Waterloo Region Record Alistair A. & Alison Watson Don & Catherine Weaver Webplas Inc. Mark & Miriam Weber Robert & Joan Weber Tracey Weiler

Mark & Virginia Wells Ralph & Hazel Westfall Corinne Wettlaufer David J. Westfall Cheryl White Shelley Wickenheiser & Dean Varley Wilkuro Safety Toes Inc. Terry & Gail Wilder Duncan & Harriet Winhold Winnipeg Foundation Mary Anne C. Witzel Diane B. Wolfenden & Stephen Lindt Dr. Peter E. & Judith Wyshynski YWCA Kitchener-Waterloo Lester & Elva Zehr Ziggy’s Cycle & Sport Ltd. ZM Cycle & Fitness Ltd. Vivian Zochowski Adie Zuckerman In addition, 11 anonymous gifts of over $100 were made to The KWCF in 2011. *Deceased

www.kwcf.ca

2011 GRANTS AWARDED Community Fund Amyotrophic Lateral Sclerosis Society Of Ontario Cambridge Memorial Hospital Foundation Canadian Clay and Glass Gallery Canadian Deafblind Association Ontario Chapter Centre In The Square City of Kitchener – Conestoga Sailing Club City of Kitchener – River Ridge Community Park City of Waterloo Community Foundations of Canada Community Support Connections - Meals On Wheels and More Conrad Grebel University College DaCapo Chamber Choir Inc. eyeGO To The Arts, Inc. Habitat for Humanity - Waterloo Region Hospice of Waterloo Region Huntington Society Of Canada Inter Arts Matrix – Open Ears Festival of Music & Sound John Howard Society of Waterloo-Welllington Kitchener-Waterloo Access-Ability Kitchener-Waterloo Community Orchestra Inc. Kitchener-Waterloo Counselling Services Kitchener-Waterloo Multicultural Centre Inc. Kitchener-Waterloo Multicultural Centre Inc. ArtsSmarts Waterloo Region Kitchener-Waterloo Multicultural Centre Inc. The MT Space Kitchener-Waterloo Symphony Orchestra Association K-W Working Centre for The Unemployed Multicultural Cinema Club MennoHomes Inc. Mennonite Coalition For Refugee Support Morningstar Family Ministries of Canada Inc. Multiple Sclerosis Society Of Canada Numus Concerts Inc. – The Grand River Jazz Society Corp. Planned Parenthood Waterloo Region 31

We Build. We Invest. We Lead.

10,000 15,000 35,000 4,320 3,000 5,000 2,500 10,000 1,500 6,350 15,000 6,250 7,500 5,000 8,000 1,600 5,000 8,000 8,000 1,200 10,100 8,000 18,000 5,000 5,500 7,500 20,000 19,066 5,257 3,072 11,000 6,495

R.O.O.F. (Reaching Our Outdoor Friends) 25,566 rare Charitable Research Reserve 15,000 Ray of Hope Inc. 5,100 Roseneath Theatre 25,000 The Kitchener and Waterloo Community Foundation 7,431 The Kitchener and Waterloo Community Foundation Social Venture Partners Waterloo Region 20,000 The May Court Club Of Kitchener-Waterloo 5,400 THEMUSEUM 17,500 Tides Canada Initiatives Society Capacity Waterloo Region 52,000 University of Waterloo 7,500 Waterloo Community Arts Centre 10,500 Waterloo Education Foundation Inc. Driftwood Park Public School 3,000 Waterloo Education Foundation Inc. Wellesley Public School 3,000 Waterloo Public Library Board 12,500 Waterloo Region Catholic Schools Foundation Inc. St. Agnes Catholic School 2,650 Waterloo Region Catholic Schools Foundation Inc. St. Luke Catholic Elementary School 3,000 Waterloo Region Green Solutions 30,000 Waterloo Region Track 3 Ski School 5,000 Waterloo Regional React 2,100 Women’s Crisis Services Of Waterloo Region 2,000 YWCA Cambridge 2,020

New Canadian Program Community Fund Grants:* African-Canadian Association of Waterloo Region and Area Ertugrul Education Society Kitchener-Waterloo Counselling Services Coalition of Muslim Women KW Kitchener-Waterloo Counselling Services Training for Cultural Groups Kitchener-Waterloo Multicultural Centre Inc. Bring on the Sunshine 2012 Event The Dwelling Place

1,175 1,250 1,250 1,250 1,250 1,250

*These grants are provided in partnership with United Way of K-W as a way to help new Canadian groups in KW build their sense of community and help them integrate into Canadian life. They are typically grassroots groups of people who have come together to address a need in their ethnic community. Normally, new Canadian groups are not registered charities, thus, they are required to partner with a registered charitable organization such as K-W Counselling, Mosaic Counselling, or K-W Multicultural Centre in order to receive a grant.

Donor Advised Fund

Erb & Good Family Funeral Home Community Fund

Alex and Trish Brown Family Fund

Camp McGovern Mennonite Coalition For Refugee Support St. Mary’s General Hospital Foundation K-W

Kitchener-Waterloo YMCA Supportive Housing of Waterloo United Way of Kitchener-Waterloo & Area

5,000 3,000 6,000

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

3,811

The Anonymous Fund Kitchener-Waterloo Counselling Services Ray of Hope Inc.

14,900 14,900 2,000 2,000 2,000 2,000

Brenda & Peter Hallman Family Fund Community Foundations of Canada Grand River Conservation Foundation The Walter Bean Grand River Community Trails Grand River Hospital Foundation Hospice of Waterloo Region Kitchener-Waterloo Counselling Services Roseneath Theatre United Way of Kitchener-Waterloo & Area

1,000 4,521 5,000 1,683 100 5,000 5,206

The David and Eleanor Yach Family Fund Mosaic Counselling & Family Services - Pathways to Education Strong Start Charitable Foundation

4,321 4,321

David Clare & Susan Ferne Bender Family Fund Camp McGovern Centre In The Square Community Support Connections Meals On Wheels and More eyeGO To The Arts, Inc. HopeSpring Cancer Support Centre Planned Parenthood Waterloo Region R.O.O.F. (Reaching Our Outdoor Friends) The May Court Club Of Kitchener-Waterloo

500 500 250 305 500 305 500 250

Dr. John D. Stewart Fund Junior Achievement of Waterloo Region Inc.

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

2,600

4,100 4,500 2,183

Florence Louise Marsland Fund Grand River Conservation Foundation KidsAbility Centre for Child Development Foundation

5,100 5,000

The Franbar Fund St Mary’s General Hospital Foundation K-W

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

700 700 700

10,414

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

1,000

The Hilde English Memorial Fund University of Waterloo

1,000

Hughraine Fund Amnesty International Canadian Section Canadian National Institute for the Blind Canadian UNICEF Committee Canadian Warplane Heritage Elora Pastoral Charge Engineers Without Borders Canada Farm Radio International Guelph-Wellington Women In Crisis Hamilton Health Sciences Foundation Kitchener-Waterloo Access-Ability Kitchener-Waterloo Symphony Orchestra Association Street Kids International The Leprosy Mission Canada The Ontario Educational Communications Authority (TVOntario)

2,926 3,992 2,926 532 2,926 1,065 532 798 798 2,926 532 2,926 2,926 798

The Jim and Sandy Beingessner and Family Fund Chalice (Canada) Christian Child Care International Grand Philharmonic Choir Grand River Conservation Foundation Guelph Community Foundation Guelph Youth Singers Heart and Stroke Foundation KidsAbility Centre for Child Development Foundation

350 350 500 500 1,000 1,500 200 250

www.kwcf.ca

Kitchener-Waterloo Symphony Orchestra Association Our Lady of Lourdes Parish Right to Life Association of K-W & Area St. Jerome’s University St. Mary’s General Hospital Foundation K-W The Kitchener-Conestoga Rotary Club The Kitchener-Waterloo Art Gallery University of St. Michael’s College

1,000 750 200 1,000 1,000 350 500 1,000

The Jim and Sue Hallman Family Fund Amyotrophic Lateral Sclerosis Society Of Ontario Camp McGovern Conrad Grebel University College Kitchener-Waterloo Counselling Services Langs Farm Village Association Silver Lake Mennonite Camp Inc.

10,175 16,662 5,000 5,000 5,175 20,000 3,800 2,000 1,500 2,000

33 32

We Build. We Invest. We Lead.

Grand River Conservation Foundation Guelph Chamber Choir Kitchener-Waterloo Symphony Orchestra Association Queen’s Theological College The Foundation of Guelph General Hospital Three Centuries Festival - Elora Festival Wilfrid Laurier University

3,500 1,500 7,000 15,000 2,000 3,500 8,000

K-W Corporate Challenge Fund Waterloo Public Library Board YWCA Cambridge

2,500 2,500

Landmann Family Fund Lost & Found Theatre Inc.

4,000

Camp McGovern Scouts Canada - Central Escarpment Council Camp Everton St. Mary’s General Hospital Foundation K-W

4,026 10,000 5,000

Marianne and Jim Erb Family Fund

The John A. Pollock Family Fund Art Gallery of Ontario Cambridge & North Dumfries Community Foundation Cambridge Memorial Hospital Foundation Canadian Clay and Glass Gallery Canadian Fallen Firefighters Foundation Conestoga College Institute of Technology and Advanced Learning Ducks Unlimited Canada Grand Philharmonic Choir Grand River Conservation Foundation Junior Achievement of Waterloo Region Inc. KidsAbility Centre for Child Development Foundation Kitchener-Waterloo Symphony Orchestra Association Kitchener-Waterloo YMCA Perimeter Institute rare Charitable Research Reserve St. John’s Kilmarnock School The Kitchener-Waterloo Art Gallery United Way of Cambridge and North Dumfries United Way of Kitchener-Waterloo & Area University of Waterloo Waterloo Region Hospitals Foundation Waterloo Region Museum

40,000

Ken Murray Fund

Lonsdale and Roberta Schofield Fund

John A. McLennan Family Fund Grand River Hospital Foundation St. Mary’s General Hospital Foundation K-W United Way of Cambridge and North Dumfries Waterloo Regional Down Syndrome Society

Wilfrid Laurier University

10,000 11,441 7,500 3,000 281 7,500 2,000 2,500 5,000 10,000 5,000 3,000 7,500 10,000 5,000 5,000 3,000 2,000 2,000 5,000 10,000 15,000

Kitchener-Waterloo Access-Ability MennoHomes Inc. R.O.O.F. (Reaching Our Outdoor Friends) Waterloo Regional React

500 500 500 500

McMurtry Family Fund Engineers Without Borders Canada Kitchener-Waterloo YMCA Ontario Nature United Way of Kitchener-Waterloo & Area

5,000 5,000 6,000 5,000

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

1,000 3,825

Med Ed Enhancement Fund Groves Memorial Community Hospital Foundation McMaster University, WR Campus, Michael G DeGroote Medical School

4,500 463

The Motz Family Endowment Cambridge Memorial Hospital Foundation Community Support Connections Meals On Wheels and More Focus For Ethnic Women, Waterloo Region

5,092 5,000 2,000

Hospice of Waterloo Region Lisaard House Charitable Foundation MennoHomes Inc. Mennonite Coalition For Refugee Support R.O.O.F. (Reaching Our Outdoor Friends) St Mary’s General Hospital Foundation K-W

1,000 5,360 5,000 5,198 10,000 5,000

The Musagetes Fund Canadian Clay and Glass Gallery 10,000 Contemporary Art Forum Kitchener & Area (CAFKA) 20,000 Inter Arts Matrix - Open Ears Festival of Music & Sound 20,000 Kitchener-Waterloo Multicultural Centre Inc. The MT Space 20,000 Kitchener-Waterloo Symphony Orchestra Association 25,000 K-W Working Centre for The Unemployed Multicultural Cinema Club 7,500 National Theatre School of Canada 25,000 Perimeter Institute 20,000 rare Charitable Research Reserve 90,000 Royal Canadian Academy of Arts 5,000 THEMUSEUM 20,000 Waterloo Community Arts Centre Pat the Dog Playwright Development Centre 9,000

Ormston Family Fund Hospice of Waterloo Region KidsAbility Foundation

347 4,000

The Robert Caldwell Fund Kitchener-Waterloo Symphony Orchestra Association

399

The Ryther Fund R.O.O.F. (Reaching Our Outdoor Friends)

1,934

The Savvas & Lenia Chamberlain Fund House of Friendship of Kitchener

8,210

Sharon and Paul Good Fund Grace Lutheran Church Lutherwood Child And Family Foundation The May Court Club Of Kitchener-Waterloo

610 610 610

Social Venture Partners Waterloo Region Grant Fund Strong Start Charitable Foundation

30,000

The Spinnaker Fund Mosaic Counselling & Family Services

36,000

Steffensen Family Fund United Way of Kitchener-Waterloo & Area

10,000

The Etobicoke Children’s Centre

1,000

Student from the ‘70’s Fund Future Possibilities for Kids Waterloo Education Foundation Inc. Queensmount Senior Public School Waterloo Region Catholic Schools Foundation Resurrection Catholic Secondary School Waterloo Region Catholic Schools Foundation St. John’s Catholic School Waterloo Region Catholic Schools Foundation St. Louis Adult Learning & Continuing Education Centre Waterloo Region Catholic Schools Foundation St. Paul Catholic School

500 4,250 Inc. 4,000 Inc. 1,000 Inc. 600 Inc. 500

The TD Bank Financial Group Employees Endowment Fund Camp McGovern Community Support Connections Meals On Wheels and More

608 608

The Ted and Andrea Witzel Family Fund Lost & Found Theatre Inc.

1,325

University of Waterloo Research and Technology Park Activities Committee Fund Hospice of Waterloo Region

1,418

The Urie A. and Dorothy M. Bender Endowment Fund DaCapo Chamber Choir Inc. Waterloo Education Foundation Inc. Wellesley Public School

2,000 1,200

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

323 3,024 1,615

Walter and Florence Martin Endowment Fund Lutherwood Child And Family Foundation

3,600

Waterloo Region Resiliency Fund Canadian Clay and Glass Gallery Community Support Connections Meals On Wheels and More Community Justice Initiatives of Waterloo Region Greenway-Chaplin Community Centre Klemmer Farmhouse Co-operative Nursery Bright Starts Co-operative Early Learning Centre

10,000 5,650 15,000 25,000 10,000 www.kwcf.ca

Our Place Family Resource and Early Years Centre Region of Waterloo, Children’s Services Waterloo Region Green Solutions YWCA Cambridge

15,000 10,000 20,000 20,000

Westfall and Hill Family Fund Community Support Connections Meals On Wheels and More

7,000 272

Westmount Golf Club Charity Fund Westmount Golf Tournament Charity Fund Kitchener-Waterloo YMCA University of Waterloo

3,128 10,000

Westmount Golf Club Charity Fund Oktoberfest Charity Pro-Am Golf Tournament Fund Big Brothers Big Sisters of Waterloo Region

City of Kitchener - Kitchener Minor Hockey Association Scouts Canada - Central Escarpment Council 11th Scout Group Scouts Canada - Central Escarpment Council Camp Everton Junior Achievement of Waterloo Region Inc.

7,643 426

The Pet Patrol (Elmira) Inc. Waterloo Region Green Solutions Sustainable Waterloo Region

Amy Hallman Snyder Award Fund

Contemporary Art Forum Kitchener & Area (CAFKA) 929 4,774

Dorothy Shoemaker Literary Award Fund 3,815

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

We Build. We Invest. We Lead.

Cambridge Memorial Hospital Foundation Camp McGovern Kitchener-Waterloo YMCA University of Waterloo

5,400

Ontario Endowment for Children and Youth in Recreation Fund

668 699

Emmerton Fund Hospital Equipment St Mary’s General Hospital Foundation K-W

763

10,000 2,000 1,000 7,000

The Lyle S. Hallman Fund

Numus Concerts Inc. – The Grand River Jazz Society Corp.

Emmerton Fund Heart & Stroke The Heart and Stroke Foundation

1,731

5,000 16,000 15,000 8,000

Music Fund

Emmerton Fund Alzheimer Alzheimer Society of Kitchener Waterloo

Hospice of Waterloo Region

3,969

The Choices Fund Planned Parenthood Waterloo Region

1,731

The Alice (Braley) Judges - Walter Judges Fund

George Cluthe Fund

Kitchener Public Library

3,462

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

Designated Funds

Canadian Clay and Glass Gallery

1,308

Canadian Clay and Glass Endowment Fund

Grand River Hospital Foundation

Brush with Art Visual Arts Fund

City of Kitchener – Arts Awards Waterloo Region

669

The Howard G. Schneider Cancer Care Fund

Field of Interest Funds

The William Roberts Family Fund YWCA Kitchener-Waterloo

House of Friendship of Kitchener

Murray Fried Fund

Westmount Golf Club Charity Fund Kitchener-Waterloo YMCA

Emmerton Fund House of Friendship

5,000

African-Canadian Association of Waterloo Region and Area Camp McGovern Central Ontario Developmental Riding Program Centreville-Chicopee Community Association City of Kitchener - Asahi Judo Club Family & Children’s Services Foundation

4,000

2,600 2,285 1,800 4,000 1,500 5,000

Future Possibilities for Kids House of Friendship of Kitchener Kitchener-Waterloo Multicultural Centre Inc. Kitchener-Waterloo Symphony Orchestra Association Kitchener-Waterloo YMCA

2,000 8,000 1,105 1,000 3,000

Palliative Care Fund Lutheran Homes Kitchener-Waterloo

8,000

TD Canada Trust Merv Lahn Community Development Fund Kitchener-Waterloo Multicultural Centre Inc.

15,000 42,557

Waterloo Region International Plowing Match 1995 Fund Township of North Dumfries – 2012 Waterloo Region International Plowing Match

11,000 2,920 568

The Waterloo Region Record Lyle S. Hallman Foundation Kids to Camp Fund Big Brothers Big Sisters of Waterloo Region Camp McGovern Canadian Diabetes Association Central Ontario Developmental Riding Program City of Kitchener – Every Kid Counts Great Big Children’s Theatre Hidden Acres Mennonite Camp Inc. House of Friendship of Kitchener J. Steckle Heritage Homestead Kitchener-Waterloo Extend-A-Family Association Kitchener-Waterloo Symphony Orchestra Association Kitchener-Waterloo YMCA St. George’s of Forest Hill The Kitchener-Waterloo Art Gallery Waterloo Mennonite Brethren Church YWCA Kitchener-Waterloo

1,650 7,000 2,650 3,000 3,901 230 1,340 1,500 1,400 3,420 1,170 1,900 945 1,110 960 4,070

The Woolwich Community Fund MennoHomes Inc. Waterloo Education Foundation Inc. Elmira District Secondary School Woolwich Community Services Inc.

1,395

Student Award Funds

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

391

Carleton University University of Waterloo

2,500 2,500

Ernest Kendall Award Fund Waterloo Education Foundation Inc. Elmira District Secondary School

750

France-Anne Sweeny “Making A Difference” Fund

Waterloo Region Record Literacy Fund Kitchener Public Library Mennonite Coalition For Refugee Support

Kitchener-Waterloo Multicultural Centre Inc.

The Christine Fisher Memorial Student Award Fund

True Sport Grant Fund City of Waterloo – True Sport Grant Program

Youth Advisory Council (YAC) Fund

1,335 3,000 2,041

Canadian Cancer Society - Waterloo Region Unit Child Witness Centre of Waterloo Region Kids Can Free The Children KidsAbility Centre for Child Development Foundation Kitchener Public Library McGill University Mennonite Central Committee Ontario Multiple Sclerosis Society of Canada Nutrition For Learning Inc. Parents For Community Living Kitchener-Waterloo Inc. Right To Play International Trillium Childhood Cancer Support Centre University of Waterloo Waterloo Education Foundation Inc. Woolwich Recreational Facility Foundation

100 100 200 100 100 1,000 100 100 100 100 100 100 2,000 5,978 100

The John R. Robins Fund Wilfrid Laurier University University of Guelph

1,500 1,500

The Kitchener Rangers Hockey Club Scholarship Fund Brock University Conestoga College Institute of Technology & Advanced Learning Durham College of Applied Arts & Technology Queen’s University University of Guelph University of Waterloo University of Western Ontario Wilfrid Laurier University

1,500 3,500 500 1,500 500 1,500 1,500 5,000 www.kwcf.ca

Mac Voisin Scholarship Series Conestoga College Institute of Technology and Advanced Learning

1,500

NHLPA Dan Snyder Memorial Student Award Fund McMaster University Mohawk College of Applied Arts & Technology University of Waterloo

1,200 1,200 1,200

R. Jack Middlemass Memorial Scholarship Fund McMaster University

3,500

The Walter A. Bean KWCF Scholarship Fund University of Waterloo

2,800

Charitable Organization Endowment Funds Anselma House Endowment Fund Big Sisters Endowment Fund Child Witness Centre – Jim and Heidi Balsillie Endowment Fund

901 1,777 1,609

Homer Watson House & Gallery Endowment Fund Hospice of Waterloo Region Endowment Fund Junior Achievement Terry Burch Memorial Fund KidsAbility Foundation Endowment Fund Kitchener Sports Association Legacy Fund Parents for Community Living Robert Denomme Fund Scouts Canada - North Waterloo District Endowment Fund Social Venture Partners Waterloo Region Operating Fund for Distribution St Mary’s General Hospital Foundation Physician’s Edowment Fund The Kitchener and Waterloo Community Foundation The Kitchener-Conestoga Rotary Dream Home Fund The United Way Forever Fund The Uptown Waterloo Jazz Festival Endowment Fund WPL Fund For Distribution WPL Endowment Fund WPL Summer Reading Club Fund YWCA Endowment Fund

Total 2011 Grants

We Build. We Invest. We Lead.

1,148 385 1,138 22,767 2,258 2,032 1,563 47,096 2,620 3,951 7,622 44,321 1,155 25,352 4,192 2,068 49,543

2,173,817

ASSETS BY FUND TYPE

2011 GRANTS FOR ALL FUNDS

Arts & Culture* 22% Health & Wellness* 20% Belonging & Leadership* 19%

by Waterloo Region’s Vital Signs Area

Learning 12% Gap Between Rich & Poor 9% Environment 9% Getting Started* 6% Housing 2% Safety 1% Transportation 0% Work 0%

*Top four issue areas as identified in 2010 WRVS report.

Donor Advised Funds 51% Community Fund 27% Charitable Organization Endowment Funds 9% Field of Interest Funds 9%

2011 COMMUNITY FUND GRANTS by Waterloo Region’s Vital Signs Area

Arts & Culture* 31% Health & Wellness* 21% Environment 18% Getting Started* 13%

Student Award Funds 2%

Learning 8%

Designated Funds 3%

Housing 7% Saftey 5%

What does this mean? The KWCF is only able to leverage 27% of our assets to support those issue areas that have the greatest need.

Gap Between Rich & Poor 5% Work 3% Transportation 2%

www.kwcf.ca

2011 FINANCIAL RESULTS We understand the amount of trust placed with us and take that responsibility seriously. The KWCF Board of Directors is committed to representing our community’s interests, setting direction, and monitoring The Foundation’s operations. We are pleased to report that despite the volatile market, the assets of The Foundation continue to surpass the $50M mark over the last two years.

40%

We are pleased to report that over the past 10 years our portfolio has averaged 5.7%, and since inception in 1984, The KWCF’s investment return has averaged 9.5%.

% Return

30%

20% 10% 3% 0%

Cash

Fixed Income

Canadian Equity

Global Equity

The KWCF Investment Policy was last revised in February of 2012.

The KWCF’s investment goals are to:

Investment Returns

• Support the mission and principles of The KWCF, 15.8% 10.3% 1.7%

-9%

2003 2004 2005 2006 2007 2008 2009 2010 2011

We Build. We Invest. We Lead.

37%

30%

Percent

In 2011, The KWCF’s return on pooled investment funds was 1.7% versus the benchmark return of 0%. (The benchmark combines performance results from the TSX Composite Index, the MSCI World Index, the DEX Universe Bond Index, and the DEX 91 day Treasury Bill Index).

The Committee reviews the target investment portfolio mix regularly and controls allocations to each asset class using the following asset-mix targets: Investment Asset Mix Targets for Investment Portfolio, December, 2011

The KWCF Investments:

25 20 15 11.4% 10.7% 7.9% 10 9.1% 5 0 -5 -10 -15

The KWCF uses a ‘specialty’ investment management structure that assigns asset class responsibility to different investment managers. An Investment Committee with senior level investment management expertise reviews performance using a benchmark performance measurement system. In 2011, the Committee added further diversification to the portfolio by adding a second Canadian Equity Manager: Connor Clark and Lunn.

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

Donations:

Granting:

Donations are received from individuals, corporations, other charitable organizations, and government. Donors may contribute to endowed funds (funds that are held permanently or for a specified period of time, usually 10 years), funds for distribution (funds that are held for granting usually within two years), or to the operations or programs of The KWCF. We are pleased to report that annual donations over the past five years have increased by over 200%.

Our granting trend over the past six years has remained relatively stable despite the market downturn in 2007/2008. This was due to the establishment several years ago of a Community Fund Grant Stabilization Reserve and a Community Fund Strategic Granting Reserve to preserve past yearâ&#x20AC;&#x2122;s earnings for future granting requirements. In 2008, The KWCF used $465,000 from these reserves and $310,000 in 2009 to grant to the community. At the end of 2011, these reserves totaled $592,458. Operations: Operating costs are funded primarily by fees levied on assets under management. However, The Foundation also received grants and sponsorship funding for program related activities. In addition, The KWCF has established an Accumulated Operating Reserve to help ensure future viability of The Foundation.

www.kwcf.ca

THE KITCHENER AND WATERLOO COMMUNITY FOUNDATION Condensed Financial Statements December 31, 2011 Statement of Financial Position as of December 31, 2011

2011

ASSETS Investments at market value [Note 1] Other

2010

50,096,412 589,246 $ 50,685,658

LIABILITIES AND FUND BALANCES Liabilities Grants and other liabilities Deferred revenue

565,323 212,076 777,399

49,958,335 656,234 $ 50,614,569

FUND BALANCES Operating Fund $ 432,606 Capital Fund 49,225,586 Funds for Distribution 250,067 49,908,259 $ 50,685,658

345,174 308,322 653,496

415,557 49,287,769 257,747 49,961,073 $50,614,569

Non-owned Assets [Note 2] Condensed Statement of Revenue and Expenses – Year ended December 31, 2011 REVENUE Donations Investment Income, net Administration Fees Other (grant income, sponsorship, etc.) EXPENSES Grants Administration Fees Other (administration, marketing, Waterloo Region’s Vital Signs, etc) Excess of revenue over expenditures Fund Balances, beginning of year FUND BALANCES, End of year

We Build. We Invest. We Lead.

2011 2,088,121 913,143 934,921 185,108 4,121,293

2010

$ 1,593,037 4,633,832 888,084 195,058 7,310,011

2,190,817 860,237 1,123,053 4,174,107

1,822,581 805,283 993,905 3,621,769

(52,814)

3,688,242

49,961,073 $ 49,908,259

46,272,831

$ 49,961,073

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

2011 2010 Market Value Market Value 95,545

89,968

Bissett Core Equity Fund

6,578,662

15,394,284

Connor Clark & Lunn Canadian Equity Fund A

7,085,924

TD Emerald Canadian: Pooled Bond Fund Short Term Investment Fund Walter Scott and Partners Global Equity Fund Bank of Montreal Portfolio

16,678,037

17,228,858

4,667,679

1,107,224

14,532,792

15,663,546

457,773

474,455

$50,096,412

$49,958,335

Funds for distribution of $187,282 are included in the TD Emerald Canadian Short Term Investment Fund. Note 2. Non-owned Assets The Foundation holds certain securities for custody and administration on the behalf of other charities. These assets, as well as investment income and gains or losses on disposition of investments, are on account of these organizations and, accordingly, are not reflected in the financial statements of the Foundation. The amounts under administration are as follows: 2011 2010 Market Value Market Value United Way of Kitchener-Waterloo and Area

1,468,291

St Mary’s General Hospital Foundation

5,967,408

5,845,286

THEMUSEUM’s Endowment Fund

2,413,659

2,584,268

8,381,067

9,897,845

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

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

Karen Saunders

Kimberly Crackel

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

As Manager of Marketing and Communications for The Foundation, I promote The KWCF to our wonderful community. Whether it’s writing media releases, publications, conducting market research, 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’d love to hear from you, give me a call at 519-725-1806 extension 204, or email me at kcrackel@kwcf.ca.

Linda Zensner

Bethan Llewellyn

As Manager of Grant Services for The Foundation, I am responsible for all aspects of our granting programs. This includes community consultation and liaison, analysis of grant requests, and monitoring and evaluation of grants awarded. I also assist our Donor Advisors with research and coordination of their grant making activities. For grant queries please contact me at 519-725-1806 extension 203, or email me at lzensner@kwcf.ca.

As The KWCF’s Office Manager, I am responsible for the overall running of The Foundation offices and for administration staff. I also have the pleasure of managing the Engage! KW and local Random Act of Kindness Day® programs, Foundation events, and KWCF publications. For more information on how you can get involved, call me at 519-725-1806 extension 205, or email me at bllewellyn@kwcf.ca.

Mallory Fischer

Julie Mitic

As Donor Services & Grants Administrator for The Foundation, it is my responsibility to maintain our Foundation Information Management System in the areas of donation receipting, gift acknowledgement, fund management, accounts payable, and grants administration. If you have questions about applying for grants, making donations, or charitable gift receipts, please contact me at 519-725-1806 extension 206, or e-mail me at mfischer@kwcf.ca.

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

We Build. We Invest. We Lead.

HELPING YOU DO GOOD WORK...FOREVER Community foundations provide a simple, powerful, and highly personal approach to giving. We offer a variety of giving tools to help people achieve their charitable goals. We are here to help you support the issues you care about the most. We can: • Work with you to develop a tailored approach to giving that meets your philanthropic dreams. • Help you understand your choices for giving – whether you’re prepared to give now or as part of your estate. • Connect you with people and organizations with similar interests. • Help you involve your family in establishing a tradition of giving that will pass on to future generations. • Provide insight and advice on community issues and opportunities. We also work alongside professional advisors to help them meet their client’s philanthropic goals. Find out more about how you can support the causes you care about and make a lasting difference. Visit our website at www.kwcf.ca, or call our office at (519) 725-1806.

Phone Fax E-mail Web

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

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

LEADING

BUILDING

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

Helping you make a lasting difference.

INVESTING