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

10

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: foundation@cfka.org W: cfka.org