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2016 ANNUAL REPORT CHATHAM KENT COMMUNITY FOUNDATION
2 0 1 6 A N N U A L R E P O R T
CHAT HAM KENT COMMUNI T Y FO UNDAT ION
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“The Chatham Kent Community Foundation is a broad-based, volunteer driven, philanthropic organization creating, preserving and growing perpetual funds to enrich the quality of life of our citizens, now and in the future.”
The goal of the Chatham Kent Community Foundation is to assist in the development of this community through grants to registered charitable organizations which focus on education, health, the arts, recreation, social services and the environment.
By supporting these organizations, the Chatham Kent Community Foundation strives to enrich the quality of life of our citizens, now and in the future.
The Chatham Kent Community Foundation builds endowments and other funds to provide lasting support for local priorities. The income earned by the Foundation’s invested permanent funds is used to give grants to a wide range of community groups, while the original investment is retained and grows over time.
Donors have chosen to work with the Chatham Kent Community Foundation because of the flexibility it affords them. Donors can support any number of registered local charities by giving to the Foundation. Their contribution responds to needs in the community that are current and relevant.
A donation to the Chatham Kent Community Foundation is a fiscally responsible investment. The Foundation is able to minimize costs by pooling funds for investment and administration costs. As well, Foundation volunteers take care of administrative and grant-making decisions, thereby saving the donor both time and money.
The strength of the Foundation lies with its volunteers. The Board is made up of 11 dedicated Directors and many more Directors at Large who contribute significantly on Foundation committees. These volunteers also reflect the diversity of Chatham-Kent, which is truly a “Community of Communities.”
OUR MISSION STATEMENT
P.O. Box 35, Chatham ON N7M 5K1Hugh Logan, Executive Director: 519-351-3348
info@chathamkentcommunityfoundation.cawww.chathamkentcommunityfoundation.ca
www.facebook.com/ChathamKentCommunityFoundation
On the cover:The Thames River at Thamesville. Photo Courtesy of Trevor Thompson
The Chatham Kent Community Foundation, established in 1990, is one of 191 community foundations in Canada. It is a local, registered charity that is self-determined and operates independently from any national or local organization or governing body.
CHAT HAM KENT COMMUNI T Y FO UNDAT ION
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The Chatham Kent Community Foundation strives to make a positive and everlasting impact on our community. In 2016, the Foundation provided vital support to 40 charitable organizations in Chatham-Kent. This was made possible by the cumulative effect of all donations received in the current year and every year since being founded in 1990.
In 2016, major donations were gratefully received from South Kent Wind, Brenda and Dave Baute, Frank Uniac, and other generous donors, who added to their legacies. Also in this year, new Funds were established by Rosa Corsini and the family of Donald Allan Cottingham. Thank you for entrusting these gifts and numerous other donations to the Foundation. By design, the Chatham Kent Community Foundation continues to hold every dollar of capital that was ever donated to it. As a result, this capital and related earnings have grown into an endowment valued at over $6.3 million.
This year, grants totaling over $390,000 were funded by the generosity of South Kent Wind and investment income earned by the endowment under the capable guidance of Investment Committee Chair Dave Baute and investment advisers HollisWealth.
The Foundation, which is governed by a group of outstanding citizens from across Chatham-Kent, operates in a manner that is highly effective, forward-looking and low cost. This achievement can be attributed to the resourcefulness of its Executive Director Hugh Logan, the time and expertise freely given by the Board’s 11 Directors and many Directors at Large, as well as the help of other volunteers, such as Jennie Hook (Facebook administrator), and Shane Barnes (webmaster). We extend special thanks to Past Chair Jim Wickett, Vice Chair Ed Little and Treasurer Larry Gilhula for their exemplary skill and commitment.
Proceeds from special events, such as our upcoming golf tournament, dramatically offset the Foundation’s operating costs. We are grateful for community-minded sponsors, enthusiastic participants and devoted volunteers who make this possible. Please read inside about the fun day that Ruth Hook and her committee are planning for you.
We applaud the selfless volunteerism and unwavering dedication that fuels charities throughout Chatham-Kent. The important projects and services that you champion, and Chatham Kent Community Foundation helps to fund, make a significant difference in our community.
Thank you everyone for your part in “enriching the quality of life of our citizens, now and in the future”.
John Mallory
Board Chair
CHAIRPERSON’S REPORT
Frank Uniac speaks with Michele Rice of St.Clair College at the Annual General Meeting of the CKCF.
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CREATING A LASTING LEGACY
Willow Ridge Golf and Country Club439 Chatham St. S., Blenheim, Ontario
Cost: $100 per golfer, includes golf, cart, lunch and dinner
Thank you to our Lead Sponsor - McKenzie Lake Lawyers LLP
SAVE THE DATE
Registration forms available at www.chathamkentcommunityfoundation.ca
CKCF GOLF TOURNAMENTFriday, September 29, 2017
Supporting his community was second nature to Al Cottingham. People in Tilbury and west Kent knew they could count on him for support, both personally and through his family’s business.
This generous spirit will continue though the Donald Allan Cottingham Fund, which was established in 2016 by Al’s wife Kathy and their family.
“Al and his family were so community oriented,” Kathy said. “They have been incredibly generous to this community.”
After Al’s passing in December, 2015, Kathy started looking for a way to ensure that her husband would be remembered in the town that he loved. She was aware of the concept of a foundation, but wasn’t prepared to put in all the work that is necessary to make it productive.
“A foundation in and of itself is a hard thing to maintain, and I have no desire to do that,” she said.
By creating a fund within the Chatham Kent Community Foundation, the Cottingham family can continue to support local initiatives in perpetuity.
“It’s important that our community remains viable,” Kathy said.
“That is something that was very important to him and he was very generous to the community. I want that legacy to live on.”
Kathy’s goal is to grow the fund beyond the $50,000 mark, so that the Donald Allan Cottingham Fund can become a donor advised fund. To that end, she will be hosting a fundraising event in early November, which is close to Al’s birthday.
The Cottingham family also sees the fund as a hand up, rather than a hand out.
“As the world changes, our community changes and you have to make a commitment to it. If you do that, then I think you have something that people can grab onto.
“You create something they value and that they don’t want to loose.”
Chatham-Kent residents, like the Cottingham family, have time and again taken the initiative to provide services and financial backing for new projects. They do this to help provide a higher standard of living for all Chatham-Kent citizens.
Our donors and our supporters should be applauded for undertaking these services and initiatives as they provide successful alternatives to municipally funded programs.
Donald Allan Cottingham
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ABOUT OUR FUNDS
The Chatham Kent Community Foundation has five
types of funds. The first fund, namely the COMMUNITY
ENDOWMENT FUND, is a general type of fund that
leaves control over the granting of investment income to the
discretion of the Foundation Board. The remaining four types
of Funds, specifically the FIELD OF INTEREST FUNDS,
DONOR DESIGNATED FUNDS, DONOR ADVISED
FUNDS and the OPERATING ENDOWMENT FUND,
differ from the Community Endowment Fund essentially in
the way they direct how the investment income is granted.
1. Community Endowment FundThese discretionary funds offer the greatest amount of flexibility to the Foundation in responding to the immediate and changing needs of the community. Donors do not place restrictions on the use of the funds and rely on the Board of Directors to make grant decisions that meet current community priorities and needs. The Community Endowment Fund has within it the opportunity to have Funds “Named” in the name of the donor or some other honoree.
Named Funds within the Community Endowment FundThe Allen Family Fund $32,143Anakin Templeton Fund 31,834Dave & Brenda Baute Fund 100,000Bellringer Family Fund 25,000J.P. Bickell Foundation 5,000Tom & Charlaine Campbell Fund 10,575Proctor A. Dick Family Memorial Fund 24,019Ross & Lois Eberlee Fund 29,735Richard & Eva Eddington Family Fund 10,000H.J. (Sandy) & Geraldine Elliot Fund 5,550Beryl M. Ivey Fund 101,500Honey MacDonald Fund 29,650Raymond & Lucienne Myers Estate 141,710Ruth Sadlier O’Rourke Memorial Fund 18,200Robert & Verna Parry Family Fund 50,992Robert & Mary Rule Family Fund 11,770Sybil & Blake Ward Fund 10,166Neil Wood & Janet Mallory-Wood Fund 34,900
Additional donors are listed in Donors of Distinction.
OPERATING ENDOWMENT
FUND
COMMUNITY ENDOWMENT
FUND
FIELD OF INTEREST
FUNDSDONOR DESIGNATEDFUNDS
DONOR ADVISEDFUNDS
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2. Field of Interest FundsThese funds work much like the Community Endowment Fund except that the donors will identify an area of interest that they would like to support. The donor empowers the Foundation’s Board to select worthwhile projects to support. Named Funds are also possible. The Chatham Kent Community Foundation has two Field of Interest Funds currently available to our donors:
Ontario Endowment for Children & Youth in Recreation in Chatham-KentThis Fund was established through a matching grant from the Ministry of Citizenship, Culture and Recreation, of the Province of Ontario. Within this Fund there are a number of Donor Named Funds all of which are used for advancing and supporting participation by children and youth in healthy and safe physical activity and recreation.
Named Funds within the Ontario Endowment for Children & Youth in Recreation in Chatham-Kent Fund:H.J. (Sandy) & Geraldine Elliot Fund $16,615William & Eve Stacey Fund 10,200 Ontario Ministry of Citizenship, Culture & Recreation 54,095Rotary Clubs of Chatham Fund 13,000
Other Donors$2,500 - $5,000 KPMGLyle & Nancy McCormick
$1,000 - $2,499Uffe & Sharon Blok-AndersenJack & Janette CarrollFrancis DenomyRoss & Lois EberleeRobert & Lynne FoxRick KemplingRobert McKinlayDavid & Anita PudwellRuss & Shirley TempletonNeil Wood & Janet Mallory-Wood
$500 - $999Garry & Gaye BlackDon & Janet BraddonJohn BradleyBrad-Lea MeadowsPaul CoureyHugo & Tomassina RossiniPaul & Rosemarie RoyLeigh Ann Shoji-Lee
Many others below $500
The Board of Directors wishes to thank our many donors for supporting this special Fund in co-operation with the Ontario Government.
The Environmental Legacy FundThis fund was established through a partnership with the J.W. McConnell Foundation of Montreal. The income from this fund is used to financially support environmental initiatives within Chatham-Kent that relate to increasing our understanding of environmental issues and interconnection with the community. It supports initiatives that acknowledge the impact of today’s environmental actions on future generations and builds relationships with service groups and funding providers to ensure long term sustainability.
The Environmental Legacy Fund is principally financed by a major contribution from the Stan Wonnacott Family. There have also been other donations directed to the Environmental Legacy Fund.
Named Funds within the Environmental Legacy FundStan Wonnacott Environmental Fund $40,240
Others below $1,000
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3. Donor Designated FundsBy establishing a Designated Fund, donors have the opportunity to specify which particular charity or charities they would like to support in perpetuity. If a specified charity ceases to exist and the donor has not named a successor beneficiary, and the donor is unavailable to advise the Foundation, the Foundation will redirect the funds to a Named Fund within the Community Fund.
Larry Babcock Memorial Fund $69,491J. Bradley Administrative Fund 20,700Jack & Janette Carroll Fund 10,965 Carlo A. Corsini Fund 21,950Rosa G. Corsini Fund 10,000Dr. Doug & Betty Keeley Fund 158,894Mayrand Family Fund 35,000Mike & Penny McGregor Fund 15,348McKeough Fund 18,000William & Eve Stacey Fund 33,525Wesley D. & Pat Thompson Fund 64,850Frank & Mary Uniac Fund 176,380Adolphus & Armintha Weese Scholarship Fund 219,133
4. Donor Advised FundsDonor Advised Funds enable a donor to have ongoing participation in the selection of charities that will benefit from their gift. Donors are involved in the grant making process, however, the Foundation, as trustee, retains the responsibility for final decisions. Provision should be made in the Donor Advised Fund Agreement to provide directions to the Foundation in the event of the death of the donor or designated advisor.
Bradley Family Fund $730,860Donald Allan Cottingham Fund 17,105Joseph P. & Colleen O’Neill Community Betterment Fund 251,125Dr. Jim Richardson Fund 506,804South Kent Wind Community Fund 1,659,692
5. Operating Endowment FundThe purpose of this fund is to offset the costs of operating the Foundation. A Named Fund can be established within the Operating Endowment Fund.
Scott & Lyne Geddes $1,700
The Chatham Kent Community Foundation Managed FundsIn addition to managing the Endowment Funds of the Chatham Kent Community Foundation, the Foundation also manages three other Funds for charities within the community, namely The United Way Endowment Fund, the Carlo Rossini Memorial Diabetes Foundation Fund and the Chatham-Kent Canadian Diabetes Fund. These Funds are owned by the donors and are invested in strict accordance with the Foundation’s established Investment Policy. The earnings from these funds are distributed to the designated organizations on an annual basis. Donations to the Chatham Kent Community Foundation may be directed to these funds.
The United Way Endowment Fund $170,160The Carlo Rossini Memorial Diabetes Foundation 50,178Chatham-Kent Canadian Diabetes Fund 75,198
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DONORS OF DISTINCTION
Over $150,000John D. BradleyDr. Doug & Betty KeeleyJoseph P. & Colleen O’NeillDr. Jim RichardsonArmintha Weese EstateSouth Kent WindFrank Uniac
$50,000 - $149,999Dave & Brenda BauteBeryl M. IveyRaymond & Lucienne Myers EstateRobert & Verna ParryWesley D. & Pat Thompson
$30,000 - $49,999Dr. Hugh H. AllenPaul MayrandWilliam & Eve StaceyRuss & Shirley TempletonNeil Wood & Janet Mallory-Wood
$15,000 - $29,999Alexandra Babcock & Todd CowanDorothy Babcock Baelda HoldingsBellringer FamilyBrad-Lea MeadowsCarlo CorsiniPaul Courey Francis & Lillian DenomyDavid & Delynne DickRoss & Lois EberleeReg & Kathie MacDonaldMike & Penny McGregorMcKeough FamilyChristine Muckle
$10,000 - $14,999Ken & Betty CampbellTom & Charlaine CampbellJack & Janette CarrollCasilco CorporationBob & Shelley ChinnickKatherine CottinghamRichard & Eva EddingtonRobert McKinlayJohn & Jan MekoRobert & Mary Rule Sybil & Blake Ward
$5,000 - $9,999Gordon & Donna AlexanderDr. & Mrs. Blake BarlowJ.P. Bickell Foundation
Garry & Gaye BlackRichard BradleyH.J. (Sandy) & Geraldine ElliotRichard IveyPeter Jamieson & Stephanie
VanDerMeerschGlenda LansensColin & Gail McGregorDr. George ParryJack & Jane ParryRalph & Lyn ParryDr. Don & Denny PattersonHelen & John PerkinsJerry PrelazDavid & Anita PudwellDr. John & Eleanor RoeFrank Thompson & Josette DeBrouwerIan & Ann TilleyUnion Gas Ltd.
$2,500 - $4,999Skip & Mary AdairFrank & Florence ArchibaldDr. Ray & Janet BernreuterUffe & Sharon Blok-AndersenDavid & Marg BradleyElizabeth BradleyMurray J. & Mary CampbellCanadian Tire Corp. (Chatham)Cangram International Inc. - Maureen
GeddesDr. Martha ClendenningComiskey Ltd. Insurance Adjusters - Joe
ComiskeyDPM Insurance - Ed KeysScott & Lyne GeddesPeter & Veronica JamiesonKPMGLawson FoundationClayton & Betty LeachMichael & Sherry LenoverW.J. LetangEd LittleLPB Investment Ltd.Bill & Jayne ParkDr. Lois PearceJack & Elaine ShillingtonPaul & Bonnie SunnenDonald & Mary SutherlandWesley T. & Nancy ThompsonHelen TyndallValderose GardensRosemary WaekensChristopher & Addie WhiteJim & Jann WickettJeff & Jennifer Wilson
$1,000 - $2,499AnonymousJim AllinJoseph AndersonArc Energy - George MoncktonRichard BabcockJohn & Diane BeattieMurray & Carol BowmanDon & Janet BraddonDr. Peter & Dianne BrownBurgess Advanced TechnologiesDr. David & Margaret CampbellDr. Richard CharterisCollins Barrow Chartered AccountantsMichael ComiskeyJohn & Janet CookIves & Besse DagneauDeloitte Chartered AccountantsDavid & Amy EberleeEconomical InsuranceEntegrus EnergyRobert & Lenore FletcherRobert & Lynne FoxDr. Brian & JoAnne GambleJack & Mildred GarlickPeter & Ann GilbertLarry GilhulaHelen GlasscoGlengate Investments Inc - Jim BullockGoodman & CompanyBarry GrahamDr. HenryPaul & Marlene HinesK.A. (Al) HinneganElaine HookBill & Alice JamesD. Kent & Margaret KirklandBert & Audrey KraemerLally KiaJohn & Lorna LawrenceDean & Lorraine MacDonaldMark MacKewJohn & Cathy MalloryRae & Bessie MalloryStan MayesJack & Trisha McFarlaneBill & Sally McGregorWilliam & Betty McGuire FundDr. Mac & Beth McKayBrian & Susan McNeillJack & Ann MorrisonBetty NashRobert NashNorquay Development Ltd.Frances O’BrienJerry O’BrienE. & G. Odette Foundation
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P. & L. Odette Charitable Foundation Fund
Joan PattersonShirley PowersPremstar EnergyRBC - Employee Volunteer ProgramRBC Dominion SecuritiesThe Howard J. Rees FoundationHenry & Sarah RegtsBrian ReidJack & Barbara RipleyEd & Maxine RobbinsAudree RossiniBill & Jean RossiniDr. & Mrs. J.H. RothPaul & Rosemarie RoyBrian & Shelly SkipperSmalley, Brisco & ThompsonMarjorie StoreyMolly StoweDr. Shig & Janet SugiyamaGeorge SulmanAugust & Marian SunnenDon & Ruth TetraultTetrault Management ServicesThompson LimitedAnnie & Peter TimmermansHerb & Irene Todgham Deborah VerheyPaul & Donna WatsonWorld Wide Properties
$500 - $999Richard & Frances AndersonAtlific Inc.Whitney BabcockWinnifred BabcockAndrew William BarnickePaul & Jeanine Barnicke Peter BarnickeRichard & Andrea BattistaMary BeattieBedell’s Frozen Foods Ltd.Edna BenoitMargery BlackBlenheim Management Ltd.Dean Bradley
Robert S. BradleyPaul BrisboisBrenda BurgessFrederick (Steve) BushJames G. CampbellCarscallen, Reinhart, Mathany, MaslakThomas ChalmersJeanne ChandlerLloyd ClappJames CookeNoel & Shirley CourticeRex & Ruth Ann CrawfordClare & Roberta CurtisDominion Group FoundationEaton YaleElcon Engineering of Wallaceburg Ltd.Elric Contractors of Wallaceburg Ltd.Erie & Main ConsultingEssex Hybrid Seeds Co. Ltd.Barry & Carolyn FraserDon & Faye GeddesLarry GoddardGwenne GoldLarry & Flory GrantWilliam & Harriet GreenLucy GroverR.G. HackettHandy Bros. Ltd.Henry Heyink Contruction Ltd.Steven & Ruth HookHopkins Canada, Inc.W.F. Johnson Ltd.Dr. Robert & Vira JonesStephanie Keeley-BuntingJack & Mary Jane KerrLawrence KerrDavid LeachLeon’s Furniture - Ken & Jan EdwardsRichard MacDiarmidMainstreet Credit UnionMaizex Seeds Inc.Jason MalloryMaple City Office Equipment Ltd.Alan MarchmentMariconda HoldingsJ. & T. MasonMargaret McCallum
Don & Virginia McGeorgeJohn & Joanne McGormanKenneth McGowanJohn & Diane McGuiganJeannette McKinlayDrs. Zeke & Heather MilkovicMiller, Canfield, Paddock & Stone PLCMaureen MyersJessie P. O’NeillMarnie PerkinsPioneer Hi-Bred Ltd.Richard PogueDana PorterRaphael PartnersRichard ReidJoseph & Jane RiversEdward S. RogersRosati Family FoundationAnn RossHugo & Tomassina RossiniPaula RusakBill & Vera RusakDr. Eileen ScottDiane Scott-PearseCharles & Peggy SeamanRuby ShawSonya Roe JewelersSparks Carpet One Ltd.Tom & Cindy StoreyTatro PropertiesTD BankJay & Diane TeetzelHugh & Marj ThomasMargaret ThompsonTL Ltd.Trimark Investment Management Inc.Jim TunksHank VanderpolBill & Mary WatsonDr. Donna WatterudDr. Hub & Sue WhiteRichard & Katherine WhittingtonJim & Janet WilcoxDr. Jack & Peg Willard
Others below $500
COMMEMORATIVE TRIBUTES 2016In memory ofSandy JacksonAnn RoszellMargaret Mallory
John BradleyMargaret ChittimRobert Smith
Jean WeltonSadie SmithDon Geddes
Carol BowmanPaul ShillingtonAlex Clark
John BailyBob KingDave Mistele
Donald Allan Cottingham
Penny Suzanne Peters
DONORS OF DISTINCTION
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GRANT MAKING
Timeline:The Chatham Kent Community Foundation follows a Grant Review Process. The Grant Committee reviews all requests twice per year and makes grants in June and November. In this way, it is hoped that the Foundation can be responsive to the needs of charitable organizations within the community.
Guidelines:The Board of Directors has developed the following application guidelines:
1. The Foundation supports charitable organizations concerned with EDUCATION, HEALTH, ARTS and CULTURE, RECREATION, the ENVIRONMENT, HERITAGE, and SOCIAL SERVICES that operate for the citizens of Chatham-Kent.
2. Grants are made only to REGISTERED CHARITABLE ORGANIZATIONS. Organizations seeking funds must demonstrate a strong, committed Board, fiscal responsibility and management qualifications.
3. Grants are awarded for DEFINITE PURPOSES, and for projects covering a specified period of time. Multi-year grants are subject to periodic performance reviews.
4. Preference is given to projects which:
(a) encourage more efficient use of community resources
(b) expect to test or demonstrate new approaches and techniques in the solution of community problems
(c) are developed in consultation with other agencies and planning groups, and those which promote coordination, co-operation and sharing among organizations, and the elimination of duplicated services
(d) promote volunteer participation and citizen involvement in the community
(e) expect to strengthen internal management capabilities of agencies.
5. CAPITAL PROJECTS will be considered if there is a demonstrated need.
6. BURSARIES and SCHOLARSHIPS are usually awarded to educational institutions and not to individuals.
7. Grants are not usually made to support OPERATING EXPENSES of established organizations or programs.
8. Grants are not made to establish or add to ENDOWMENT FUNDS.
9. Grants are not usually made to RELIGIOUS or POLITICAL organizations for direct activities.
Please obtain a GRANT APPLICATION FORM online: www.chathamkentcommunityfoundation.ca or call 519-351-3348. Once your application has been submitted, the Grants Committee will review the request and make a full report to the Chatham Kent Community Foundation Board of Directors for a final decision.
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GRANTS FROM THE COMMUNITY FUND*
Canadian Cancer Society$5,000This funding will be used to support the Wheels of Hope program
Foundation of Chatham-Kent Health Alliance$10,000This is the first installment of a four-year commitment to the Diagnostic Imaging Equipment Renewal Project
Big Brothers Big Sisters of Chatham-Kent$20,000This funding will cover the salary for one caseworker
Friends of the Pipes and Drums$10,000The grant money will be used to buy uniforms and musical equipment
Lower Thames Valley Conservation Authority$1,441With this grant staff can purchase signage for the Thames River Water Trail
Grants from Donor Designated FundsCKHA Foundation Surgical Unit $5,561 (Dr. Doug & Betty Keeley Fund)CKHA Foundation MRI $1,160 (William & Eve Stacey Fund)Chatham-Kent Public Library $630 (McKeough Fund) Tri-County Literacy Network $192 ( Jack & Janette Carroll Fund)Outreach for Hunger $192 ( Jack & Janette Carroll Fund)Chatham-Kent Pool Sharks $969 (Larry Babcock Memorial Fund)Chatham-Kent Women’s Centre $484 (Larry Babcock Memorial Fund)Blenheim Youth Centre $2,266 (Wesley D. & Pat Thompson Fund)Children’s Treatment Centre $768 (Carlo A. Corsini Fund)Junior Achievement of Southwest Ontario $484 (Larry Babcock Memorial Fund) Community Living Chatham-Kent $1,190 (Mayrand Family Fund)
Grants from Donor Advised FundsBig Brothers Big Sisters of Chatham-Kent $8,790 ( Joseph P. & Colleen O’Neill Community Betterment Fund)St. Clair College $5,327 for nursing scholarships at Thames Campus (Frank & Mary Uniac Fund)
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GRANTS FROM THE SOUTH KENT WIND COMMUNITY FUND*
A DONOR ADVISED FUND OF THE CHATHAM KENT COMMUNITY FOUNDATION
Walpole Island First NationEmployment and Training$9,000This grant has been earmarked for an ‘Energy Fair’
Merlin & Area Kinsmen Park Foundation$15,000Funding will used for park and ball diamond repairs
Loads of Love Humanitarian Aid Society$10,000Funding will help cover the costs of upgrades to a heat treatment chamber
Chatham-Kent Safety Village$2,500Funding will be used to run a one-week summer camp for boys
Let’s make a Splash Pad Wallaceburg$10,000This grant will help in the construction of a splash pad at the Colwell pool
Blenheim Air Cadets$6,383Funds will support the Drone Flying Education Program
Blenheim and Community Senior Citizens Group$8,850This grant will cover the cost of office equipment and exterior signage
Tilbury and District Historical Society$8,000The grant money will be used to purchase a microfiche reader
Camp Kenesserie$11,700The grant will cover the cost of renovations to 14 cabins
Junior Achievement of Southwestern Ontario$2,500These funds will go towards the cost of food, advertising and busing for the ‘World of Choices’ event
Westover Treatment Centre$6,000Funds will be used to replace old chairs and couches
Chatham-Kent Women’s Centre$4,874This grant will allow the centre to purchase a video security system
Chatham-Kent Black Historical Society$6,321Funds will be directed to renovations and upgrades to the Black Mecca Museum display area
Firefest$2,000This will help organizers cover general costs for the annual event
Active Lifestyle Centre$3,800This grant will allow for the expansion of programs to include woodworking and gardening
St. Vincent de Paul Camp$16,459Funds will be used to upgrade one of the buildings to fire code
* For a complete list of grants go to www.chathamkentcommunityfoundation.ca/grants
13*For a complete list of grants go to www.chathamkentcommunityfoundation.ca/grants
Bothwell Community Boosters$6,664This grant will support celebrations of Bothwell’s 150th anniversary
Chatham Minor Baseball Association$2,844Funding will be used to upgrade washrooms in the Rotary Park building
Dresden Side Streets Youth Centre$3,000Grant money will be used to purchase seven computer towers
Wallaceburg and District Council for the Arts$5,500This grant will allow upgrades to the sound, video and lighting systems at the Jeanne Gordon Theatre
YMCA$15,000This funding will support the Beyond the Bell Program
Make-a-Wish Southwestern Ontario$10,000Funds will be designated to a Chatham-Kent child’s wish trip or experience
Blenheim Youth Centre$10,066This grant will support the centre’s summer Theme Weeks program
SWONT Optimist Education Trust Fund$5,000This grant will be directed to a summer camp for children with cerebral palsy
IODE Kent Regiment Chapter$5,000Funds will be used to hire summer students to enter data into the Gathering Our Heroes database
Chatham-Kent Black Historical Society$4,000This grant will support an oral and video history project
New Beginnings Stroke Recovery Association$7,905Funding will be used to complete concrete walkways around the association’s building
Acceptional Riders Therapeutic Riding Program$11,780This grant will be used to establish an Equine Assisted Psychotherapy Program at T.J. Stables
VON Chatham-Kent$15,000The funding will support the Kid’s Circle Program
GRANTS MADE JOINTLY BY THE SOUTH KENT WIND COMMUNITY FUND AND OTHER FUNDS OF THE CHATHAM KENT COMMUNITY FOUNDATION
Chantelle Rodrigues, research co-ordinator of the Chatham-Kent Black Historical Society, looks over some of the research material available at the Black Mecca Museum.
Riders and their handlers go through their paces as part of
the Acceptional Riders program at TJ Stables
in Chatham
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CONDENSED STATEMENT OF FINANCIAL POSITIONYear Ended December 31, 2016
Operating Perpetual Fund Fund Total Assets Current assets 11,803 133,321 145,125 Investments 168,806 6,481,658 6,650,463 180,609 6,614,979 6,795,588 Liabilities and fund balances Current liabilities 26,107 295,536 321,643 Fund balances 164,502 6,319,443 6,473,945 180,609 6,614,979 6,795,588
CONDENSED STATEMENT OF OPERATIONS AND CHANGES IN FUND BALANCES Year Ended December 31, 2016 Operating Perpetual Fund Fund Total Revenue 451,457 414,481 865,938 Expenses 52,320 52,320Distributions 390,643 390,643 442,963 442,963 Excess of revenue over expenses 8,494 414,481 422,975 Fund balances, beginning of year 146,008 5,617,862 5,763,870 Change in unrealized gain on investments 287,100 287,100 Fund balances, end of year 154,502 6,319,443 6,473,945
Audited by Christine Muckle Professional Corporation A complete set of financial statements and accompanying auditor’s report may be obtained upon request from the Executive Director. Telephone 519.351.3348 or online at [email protected]
INVESTMENT AND FINANCIAL REPORTS
The investment portfolio of the Chatham Kent Community Foundation achieved an 8.47% annual rate of return for 2016 utilizing a conservative asset allocation target. The portfolio is managed by an investment committee reporting to the Board of Directors. The committee operates under guidelines set forth in the Foundation’s investment policy statement. New cash inflows to the portfolio are used to rebalance to the asset allocation target. The investment committee places great emphasis on preservation of capital while fulfilling the need for grants in our community at a level that satisfies disbursement quota requirements. The Foundation strives to keep original donated dollars forever. The value of the investment portfolio currently exceeds the total donations received by the Foundation since its inception.
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Marilee Asher
Larry Gilhula
Lois Eberlee
Jim Wickett
Chairman
Peggy SeamanJean Rossini
David Baute
Dean Bradley Ross Eberlee
Diane McGuigan
John Bradley1925-2015
FoundingDirector
Kelly Hetherington
Francis Glenn Irene Moore
Carlo Corsini
Lori Violot
Scott Geddes
Lindsay Boyd
Mike McGregor
Treasurer
Neil Wood
Ruth Hook Paul Mayrand
Patricia McFarlane
Rob McKinlay
Past Chair
Ed Little
Peter Jamieson
Hugh Logan
ExecutiveDirector
Josette deBrouwerJanette Carroll
Penny McGregor
Kristen Stevens
Vice Chair
John Mallory
BOARD OF DIRECTORS 2016
DIRECTORS AT LARGE
WE WISH TO THANK OUR SPONSORS
Peter Jamieson, CFA, FCSI, CFP®Portfolio Manager
Executive Director, Private Client GroupHollisWealth Jamieson Vandermeersch Private Counsel
151 Thames Street, P.O. Box 64Chatham, Ontario N7M 5K1
Phone: 519.351.3700Email: [email protected]
Stephanie VanDerMeersch, CFP®, CIM®, FCSIPortfolio ManagerExecutive Director, Private Client GroupHollisWealth Jamieson Vandermeersch Private Counsel151 Thames Street, P.O. Box 64Chatham, Ontario N7M 5K1Phone: 519.351.3700Email: [email protected]
Jason Mallory, H.B.A., J.D.Mallory Law Professional Corporation
15 George StreetBlenheim, ON N0P 1A0
Tel: 519.676.5465Email: [email protected]
Christine E. MuckleChartered Professional Accountant
8975 Middle Line, R.R. 5Blenheim, ON N0P 1A0
Tel: 519.676.2855Fax: 519.676.5367
Email: [email protected]
Brad-Lea Meadows615 Richmond Street,P.O. Box 507Chatham, ON N7M 5K6Tel: 519.436.5506Fax: 519.436.5522
Colin McGregor, BBA, CIM, FCSIVice President and Associate Portfolio Manager
RBC Dominion Securities Inc.44 William Street North, P.O. Box 39
Chatham, ON N7M 5K1Tel: 519.352.2712
Fax: 519.352.4918Email: [email protected]
McKinlay Funeral Homes Ltd.141 Park Street, Blenheim, Tel: 519.676.3451
76 Main Street E., Ridgetown, Tel: 519.674.3141459 St.Clair Street, Chatham, Tel: 519.351.2040
Email: [email protected]
Ed LittleEdward T. Little Professional Corporation64 Main Street EastRidgetown, ON N0P 2C0Tel: 519.674.5436 Ext. 22
Paul CoureyCourey Law Professional Corporation16 Queen Street South, P.O. Box 178
Tilbury, ON N0P 2L0Tel: 519.682.1644
Email: [email protected]
Lawrence Gilhula, CPA, CA, LPA, CIRP, BMATHGilhula & Grant Chartered Professional Accountants141 Grand Ave. E., Chatham, ON N7L 1W1Tel: 519.352.3470Fax: 519.352.7344Email: [email protected]
