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3
2013 was another strong year for the Foundation.
Assets under administration increased to $14.6
million at December 31, 2013 from approximately
$12.7 million at December 31, 2012 – an increase of
almost 15%. This resulted from a combination of new
donations and excellent investment returns.
Investment returns were 13.48% in 2013; up from
7.36 % in 2012. As the funds we have available for
granting each year are based on our previous 3-year
average rate of return, the increased returns this year
will mean a significant increase to the total level of
grants in 2014.
In 2013 our Community Grants program
supported 42 local projects totaling over
$145,806. However, Community Grants represent
only a portion of the funds under our administration
that we distribute throughout our community (less
than 50%). The rest are donor funds whose funds are
distributed for charitable purposes as directed by the
donor. We distributed a total of $441,634 in 2013.
We undertook two exciting new initiatives this past
year. We are very proud that in the Spring, through a
partnership with Community Foundations of Canada,
the Canadian Index of Wellbeing, and KFL&A Public
Health, we conducted a Wellbeing Survey of
residents, which provided local data for our 5th annual
Vital Signs® Report (see page 7 for more details).
In June we hosted a premier screening of the
documentary A Place at the Table to raise
awareness of food insecurity and raise funds for our
Regina Rosen Food First Fund.
These events were in addition to our annual Speaker
Series events and Community Grants Ceremonies,
which continue to draw good crowds (more about
these events on pages 4 & 5).
The Foundation office is full of new faces, with 2013/
early 2014 seeing a complete turnover in staff. In
addition to the change in Executive Director, John
Paterson joined the Community Foundation as our
new Finance and Operations Coordinator and we
welcomed Genevieve Cairns as our new
Administrative Assistant.
This strong and committed team enabled us to have a
very successful year and we are well positioned to
continue to move the Foundation forward.
Thank you to all of our volunteers, donors,
corporate sponsors, and everyone who has
participated in our activities and events. Without
your support we could not do what we do.
We look forward to continuing to work with you to
make the coming year even more successful.
Message from the President and
Executive Director
Sincerely,
Greg Fisher Tina Bailey
President Executive Director
4
Executive
Greg Fisher, President
Geoff Sandiford, Vice-President
Florence Campbell, Past President
Michael Bell, Secretary
Peter Gibson, Treasurer
Directors
Anne Butler Scott Miller
Brad French Erna Redekopp
Lynn Harding Derek Shelly
Peter Hartel George Thomson
Diane Kelly Chris West
Linda Lysne Rod White
Honorary Life Members
Michael Davies
Eveline Flint
Virginia Gordon
Regina (Gini) Rosen
Legal Council
Mary-Alice Thompson, TEP
Partner
Cunningham, Swan, Carty, Little & Bonham LLP
Investment Advisor
Marc LeBlanc, CIM, FCSI
VP & Investment Advisor
CIBC Wood Gundy
Staff
Tina Bailey, Executive Director
John Paterson, Finance and Operations
Coordinator
Vera Kettnaker, Grants Coordinator
Genevieve Cairns, Administrative Assistant
For a full list of our devoted volunteers, please
visit our website.
Starting at top left:
Greg Fisher, Geoff
Sandiford, Florence
Campbell, Michael
Bell, and Peter
Gibson
facebook.com/CFKingstonArea
@CFKingstonArea
Community Foundation for Kingston & Area
www.cfka.org
5
In 2013 the Community Foundation hosted a
number of events designed to spark conversations
on issues that matter in our community. Four
Speaker Series were held throughout the year at the
Residence Inn by Marriott.
A record number of attendees came to our 2013 Vital
Signs® launch, and we drew attention to the issue of
food insecurity by hosting the premier screening of the
film A Place at the Table. Through our Spring and
Fall Community Grants Ceremonies, we provided a
platform for grant recipients to share information about
the projects that will be undertaken in the community
thanks to the support of the Community Foundation
and our donors.
Highlights from these events and some of the actions
they sparked are highlighted below.
January 16 we hosted a panel discussion entitled
Innovation: Can it Thrive in Kingston? The panel
was moderated by Ken Wong from Queen’s School of
Business and featured Peng-Sang Cau, President &
CEO of Transformix Engineering Inc., Chandar Datta,
Founder & CEO of Cancoil Thermal Corp, Brad Ross,
New Venture Coach & Investor, and Douglas Watt,
Director of Research at the Conference Board of
Canada. The panel challenged the audience to think
about whether innovation was possible in Kingston.
The answer to this question was a qualified ‘yes’.
March 4 we invited a panel of involved citizens to
tackle the challenging subject of Hunger – Can We
Bring Food Security to Our Community? The panel
featured Susan Belyea, Community Food Activist &
Founding Executive Director of Loving Spoonful;
Elaine Power, Associate Professor in the School of
Kinesiology & Health Studies at Queen’s University;
Sandy Singers, Executive Director of Partners in
Mission Food Bank; and Zoe Yanovsky, Owner of
Chez Piggy & Pan Chancho Bakery and an advocate
of the Food Sharing Project. Moderated by Julia Bryan,
the panel shared their different perspectives on
meeting the growing demands for adequate, nutritional
food in the Kingston area, and provided a unique forum
for interactive discussion with the audience
The Community Foundation responded by creating a
new type of fund, which was publicly launched at this
event. The Regina Rosen Food First Fund provides
a monthly grant of $1,000 to different local food
providing organizations. This fund has both a
traditional endowment fund and a flow-through
component to provide grants while the endowment
builds. It was named after Honorary Life Member
Regina (Gini) Rosen who led the establishment of the
fund and continues to be its key fundraiser.
Boys and Girls Club
CHC-Street Health:
The Place
Food Sharing Project
Home Base Housing:
In From The Cold
HIV/Aids Regional Services
Immigrant Services Kingston
and Area
K3C Community Counselling
Centres
Loving Spoonful
Martha’s Table
Outreach St. George’s
Southern Frontenac
Community Services
Corporation
St. Vincent de Paul Society
2013 Food First Fund Recipients
Thank you to our
Speaker Series sponsor
6
May 17 A total of $62,951 was awarded to support
16 community projects at the Spring 2013
Community Grants awards ceremony held at the Social
Enterprise Centre at St. Andrew’s Presbyterian Church.
June 9 As a fundraiser for the Regina Rosen Food
First Fund, and to raise awareness of the issue of food
insecurity, the Foundation hosted the Kingston
premier of the documentary A Place at the Table.
The Screening Room generously hosted this event for
us. Attendees had the opportunity to view and then
discuss the film, and learn about some of the initiatives
underway in Kingston to address the issue locally.
September 23 Speaker Series audience members
learned about the demographic shift taking place in
Canada and Kingston with our birthrate declining and
explored the question Immigration: Can Kingston
Survive Without It? Queen’s Professors Charles
Beach and Penina Lam, Canadian immigration lawyer
Leslie Morlie, and former CFKA Executive Director
Vikram Varma shared their experiences on what makes
Kingston attractive to immigrants, and about the
supports available to new immigrants to Kingston and
the challenges they face as they settle into their new
community. The session was moderated by Scott
Clerk, Program Manager of Immigration and Settlement
Services, at Kingston Community Health Centres.
October 1 we launched our 5th annual Vital Signs®
report to a record number of attendees. This year’s
report included results of the Wellbeing survey
conducted in partnership with KFL&A Public Health
(see page 8 for details). Guest speakers included Dr.
Katherine Scott, an expert on community vitality; Dr.
Kieran Moore, who spoke about the importance of
focusing on health not health care; and Asad Chishti, a
university student who delighted audience members
with his reflections on happiness after completing a
cross-country bike tour over the summer talking to
people about what happiness meant to them.
November 22 we rounded out the year’s Speaker
Series with a panel discussion bringing together the
expertise of four Queen’s Professors. Peter Harrison,
Brian Osborne, Bob Watts, and John Smol (who this
year received the 2013 Royal Canadian Geographical
Society’s Prize for Lifetime Achievement in Northern
Research) discussed the challenges facing our country
from the impact of climate change in the Arctic in a talk
entitled: Our Changing North: New Pressures, New
Directions, New Horizons.
December 11 The year ended on a high note by
celebrating with a gymnasium full of people at the Boys
and Girls Club of Kingston and Area as CFKA awarded
a total of $82,855 in grants to 26 deserving
community projects. At the event, recipients of the
Fall 2013 Community Grants round had a chance to
give a brief summary of their projects, and attendees
were invited to tour the Boys and Girls Club facility.
What a great way to end the year!
Thank you to everyone who helped
to make all of our 2013 events a success!
7
New Funds Established in 2013
“I realized that there is not very much programming available in the area of science, technology, engineering and mathematics for youth.
In starting the fund, I wanted to encourage programming around science and technology so that kids in our community have more access to those sorts of things.”
Chrystal Wilson, CFKA fund holder
Operating endowment funds provide the Foundation
with a regular source of income that enables us to do
the work that we do in our community. The Eveline &
Ted Flint Family Fund is one such fund that was
established in 2013 supporting the ongoing work of the
Foundation for years to come.
The Kingston Youth Science and Technology Fund
was created by Chrystal Wilson with the objective to
increase youth participation in events/programs related
to science and technology.
The Larry Clayton Endowment Fund, established in
memory of Larry Clayton by family, friends and
colleagues at BMO Nesbitt Burns, supports hockey
registration for youth with financial need (with
preference given to the KAHMA league in which Larry
coached).
The Theda Anderson Fund supports projects that
benefit seniors and/or children and youth.
A new fund was established in the Rotary Club of
Kingston family of funds held at the Foundation. The
Cockburn-Quenneville Fund will provide a permanent
source of income to the Rotary Club for years to come.
For more information, a full list and description of all
our funds, please visit us online at www.cfka.org.
8
Our 2013 Vital Signs® Report was our 5th annual
publication designed to inform and engage our
community about and in the challenges and
opportunities in our community's quality of life and
vitality. It also informed and engaged interested
citizens in meaningful philanthropic opportunities to
enhance community wellbeing.
A new feature this year was the invitation by
Community Foundations of Canada to participate in a
national pilot project with the Canadian Index of
Wellbeing (CIW) research group at the University of
Waterloo. We were able to survey 11,000 citizens in
the KFL&A region to help us understand their views
and perceptions of quality of life and sense of
wellbeing. In prior years we primarily used data from
Statistics Canada and local sources. Surveying citizens
provided a welcome opportunity to learn directly from
the people in our community.
CIW has spent several years in collaboration with
national experts and international organizations
developing their index of wellbeing and in 2011
launched their first national wellbeing report. They
discovered that between 1994 and 2008, Canada
showed robust economic growth, but increases in
the wellbeing of Canadians were not nearly
comparable. They are now able to track the significant
impact the 2008 recession has had on the quality of life
of Canadians. Communities across the country are
beginning to use their work to develop a deeper
understanding of their own communities.
The CIW reported that as the gap between those at the
top and those at the bottom continues to grow in
Canada, it is important to recognise that societies
with greater inequality are shown to have worse
health and wellbeing outcomes. The evidence
showed negative impacts are not just felt by those at
the bottom of the socio-economic ladder, but even the
wealthiest suffer decreased health and wellbeing in
societies that are unbalanced.
Our community partners were invaluable in
collaborating with us to produce the report:
KFL&A Public Health, City of Kingston,
United Way of KFL&A, Kingston Community Health
Centres, Limestone Advisory for Child Care Programs.
This year’s report concluded that
Over 90% of Kingston, Frontenac, Lennox and
Addington residents report that they are satisfied
with their quality of life—amongst the highest
ratings in Canada!
Started by the Toronto Community Foundation in 2001,
Vital Signs® spread across Canada and, in recent
years, has become a model for community reports in
Australia, Bosnia, Brazil, Ireland, the United Kingdom
and the United States. In 2012 and 2013 Community
Foundations of Canada also produced national single-
issue reports; Generation Flux on the issues our
youth are facing and Fertile Ground: Sowing the
Seeds of Change in Canada's Food System on food
security issues.
Our Vital Signs® reports from 2009 – 2013 are
available in our office or on line at www.cfka.org.
We’re satisfied but…
we have work to do!
9
Almost Home
Bereaved Families of Ontario -
Kingston Region
Big Brothers Big Sisters Kingston,
Frontenac, Lennox & Addington
Boys and Girls Club Kingston and
Area
Canadian Diabetes Association -
South East Ontario Regional
Leadership Centre - Kingston
Canadian Families and Corrections
Network
Canadian Mental Health Association
- Kingston Branch
First Robotics Team 2809,
K-Botics
Frontenac Arch Biosphere
Environmental Education Network
H’art School of Smiles Inc.
Kingston Community Health
Centres: Community Harvest
Kingston Community Health Centres
Kingston Community Health
Centres: Better Beginnings for
Kingston Children
Kingston Community House for
Self-Reliance
Kingston Employment and Youth
Services
Kingston Historical Society
Kingston School of Art
Kingston WritersFest
Kingston: Partners for a Safe
Community
Loving Spoonful
Lower Burial Ground Restoration
Society
Martha's Table Community Program
Inc.
Museum of Health Care at Kingston
Neuroscience Outreach Program
Northern Frontenac Community
Services Corporation
Ontario ParaSport Winter Games
Organizing Committee
Outreach St. George's Kingston
Pathways to Education Kingston
Queen's University - Agnes
Etherington Art Centre
Queen's University - Ban Righ Centre
Queen's University - Four Directions
Aboriginal Student Centre
Spelling Bee of Canada, Kingston
Chapter
St. Lawrence Parks Commission
Telephone Aid Line Kingston (TALK)
The Easter Seals Society - Kingston
Regional Office
Water Access Group
Winter Warmth
For full project details, please visit www.cfka.org
Fall 2013 Community Grants Recipients
11
ANONYMOUS (9)
Art Acharya
Theda Anderson
Doug Arkett
Assante Financial
Management-Fenlon
Division
Joan Axelrad
B’nai Brith Lodge 1191
Kingston
Dorothy Babcock
Tina Bailey
Dr. Keith & Marilyn Banting
Margaret & Ross Beardall
Dr. Carol Beatty
Michael Bell & Diane Fitsell
BMO Bank of Montreal
Jerry & Patty Boutilier
Margaret & George
Bracken
Brown’s Fine Food Services
James Brown & Joan Lee
Margaret Buckholtz
James Bulloch
Barbara Caldwell
Florence M. Campbell
Chamber Music Soirees
City of Kingston
Clark’s on King Restaurant
Myrna Clark▪
Clayton Family
Community Foundations of
Canada
Cunningham, Swan, Carty,
Little & Bonham LLP
James Dawe
Peter Dawe
Nate Doornekamp
Cheryl & Rene
Doornekamp
Downtown Kingston! B.I.A.
DTZ Easter Ontario Limited,
Brokerage
Electrical Mechanical
Innovations Inc.
Empire Life
Dr. Albert & Christa Fell
W. Craig Ferguson
Greg & Dorothy Fisher
Eveline Flint
Nora C. Forman
Ian M. Fraser & Janine M.
Schweitzer
Estate of Larry Gibson
Peter Gibson
Jack Gilfillan
Elinor Gill Ratcliffe
Dr. David Goldstein
Gordon Barr Limited
Dr. John & Virginia Gordon
Government of Canada-
Canadian Heritage
Nancy & Bill Gray
Terry Haird & Irene Stevens
Beverley & Bill▪ Harris
Terry & Dawn Harris
Hit and Giggle Charity Golf
Helen Howard
Ameena & Taj Jaffer
JNETRIX Systems Inc.
Kingston Economic
Development Corporation
Diane Grace Kelly
KFL&A Public Health
Kingston Symphony
Association
Kingston Terminal Properties
Limited
Debra Lefebvre
Janice Ley
Pat MacKay
Judith & Robert Mackenzie
Joan Macrae
Dr. Paul & Katherine Manley
Dr. Ray & Melba Matthews
Scott Miller
Juliet Milsome
Mort Investments Limited
Glenna & Mac▪ Nesbitt
Dr. Dan Norman
Dr. Ronald & Marjorie
Pinkerton
Prince Edward County
Community Foundation
Bob Pritchard
Erna & Harold Redekopp
Norman & Carol Lynn Rice
Dr. Samuel S. Robinson
Charitable Foundation
Regina Rosen
Rotary Club of Kingston
Geoffrey & Danielle Sandiford
William Seath
Hon. Hugh & Donna Segal
Stephen & Laura Seiffert
Dr. Gavin & Gloria Shanks
Sisters of Providence of St.
Vincent de Paul
Garth Stephanson
Dr. Peter Taylor
Technosave Inc.
Mary-Alice Thompson &
Paul Banfield
David J. & Maja-Lisa
Thomson
George Thomson &
Judith Beaman
United Way Serving Kingston,
Frontenac, Lennox &
Addington
Upper Canada Commercial
Insurance Group
Viner, Kennedy, Frederick,
Allan & Tobias
Jim Vowles
Nick Waterfield & Liz Savill
Dr. Ron & Donna Watts
Valery Lloyd-Watts
Diana & John Weatherall
Christopher A. West
Dr. Hans & Marion
Westenberg
William J. Henderson
Foundation
John & Nancy Wilson
Elisabeth Woollard
Kaethe Yanovsky
Youth Diversion Program
▪ deceased
The Community Foundation of Kingston & Area deeply appreciates those who have invested in the community
through a donation to us. The following list acknowledges donors who contributed $1,000 or more in 2013.
12
2013 was a strong financial year for the Foundation.
Endowments saw investment returns totaling 13.48% -
one of our best years ever. Total investments under
management grew to $14.6 million - an increase of
almost $2 million. This resulted from a combination of
new donations and strong investment returns.
Our investments are professionally managed by a senior
group of investment and finance professionals from
throughout our community who report to our Board of
Directors. Our investment goal is to provide high returns
while minimizing risk and maintaining low costs.
Our granting policy is aimed at optimizing granting power
over the long-term. Our goal is to preserve capital and
purchasing power while ensuring there are sufficient
funds available for granting purposes - even in years
when market returns are weak.
Our 2013 grants were based on the average rate of
return for the thee years ending December 31, 2012.
This average rate had decreased from the prior year,
resulting in grants totaling $441,634 versus $463,235 in
2012.
Finally, our operations are managed to minimize costs
while providing the highest level of service to our donors,
our grantees and our community. Our operating costs
remained stable again in 2013.
A summary of our financial position is presented here.
For more details or for full copies of our
audited financial statements please contact our office.
$463,265 $441,634
$665,000
$925,000
13
2013 2012
$ $
REVENUE Donations 63,037 52,372
Fundraising events 6,183 120,223
Government grants 4,801
Investment income 140,866 67,695
Administration fee 179,295 168,232
Miscellaneous 3,302 2,925
Vital Signs® 20,694 10,048
EXPENDITURES Amortization of capital assets 4,994 5,271 Bank and credit card fees 2,245 5,182 Fundraising events 7,652 55,444 Grant project expenditures 1,193 2,935 Information Technology 9,934 10,317 Insurance 3,924 Life insurance premiums* 9,404 9,159 Marketing 5,239 6,672 Meetings and promotions 7,282 4,013 Membership fees 4,011 4,915 Miscellaneous 360 5,201 Office 16,742 31,597 Professional fees 10,394 16,245 Publications and printing 8,541 3,771 Rent 39,169 34,324 Wages, benefits and consulting fees 183,223 186,495 ` Vital Signs® 25,392 10,048
NET INCOME 73,678 34,707 *Note: Life insurance premium payments are offset by donations specifically given to pay for the costs of the policies.
413,377 426,296
339,699 391,589
165 Ontario Street, Suite #6
Kingston, Ontario K7M 2Y6
T: 613.546.9696 F: 613.531.9238
E: [email protected] W: cfka.org