2015 Report to the Community - Sarnia Community Foundation
Transcription
2015 Report to the Community - Sarnia Community Foundation
COMMUNITY MEANS SO MANY THINGS TO SO MANY PEOPLE, AND THE WORLD TO US. IN ALL WE DO AND ALL WE SAY, WE’RE ALL FOR COMMUNITY. 2015 REPORT TO THE COMMUNITY OF LAMBTON COUNTY What Is Community? What Is A Community Foundation? SCF has vision for community, one that has grown and evolved since we first began 32 years ago. It includes believing in the power of giving to enrich our community. It includes energy, collaboration, innovation, inclusivity, engagement, sharing and purpose. It includes dreaming about a vibrant community with possibilities for all. Focused on today & tomorrow People from all walks of life In our terms - Community is thoughtful, committed citizens determined to change the world they live in. These are people who support one another, who work on common goals, who help people achieve their dreams, and who share their gifts willingly. The engine of your community and your community foundation is a group of donors who have entrusted us with their dreams for a stronger community, and who provided the funds to make it happen. We take these funds, invest and grow them, and grant the investment earnings to local organizations. Their gifts to our operations and to the many funds at SCF are the basis for what we do. Their funds have made our community a place to grow, to try new ideas, to share resources, and gain new skills. Those gifts ensure a legacy of care now and in the future. In all that we do it’s all for community. It is about connecting people and helping them do great things today, tomorrow, forever. Supporting the whole community What Do Community Foundations Do? Draw In ideas & talents Grow & Pool financial resources Invest for impact Build Knowledge of our community, its needs & opportunities Rally around issues that matter Connect individuals, families & organizations to causes that matter The funds at SCF are the foundation of all the work we do for community. 2 SCF Community Fund Graydon and Belle Baines Family Fund Douglas & Evelyn Barber Fund Blue Eyes, Big Heart Josh Alderton Memorial Scholarship Fund Botma Family Fund Jeff Burchill and Anne West Family Fund How We Support Community With every gift given to SCF, with every grant SCF makes and with every project SCF undertakes, we build a segment of our community. Our funds mirror the hopes and dreams of the community and the people that have chosen to donate to the story of our past, present and future. Each of the gifts we received during 2015 contributes to a better place to live, work and play. Some of the gifts honour the memory of a loved one; some express hope for a brighter future and some are part of a tradition of giving. With donations increasing the endowment in 2015 by over 1.4 million dollars and a positive year for investment, the Foundation now has assets of more than 4.8 million dollars. The grants we made in 2015 covered a broad spectrum of endeavour. Some were on behalf of our donor advised funds, some were from our community impact pool and some were made via individuals with a passion for the community. We truly believe that the quality of life in our community is all encompassing and so made grants to the arts, culture, education, the environment, health, recreation and social services and issues affecting the community. Driven to Give - A gift to SCF and the community. Thanks to Lambton Ford Lincoln, a community minded business that supports our work. In this report you will find stories about our community and recognition of the people and events that created them. We invite you to connect with us on the web at www.sarniacommunityfoundation.ca, like us on Facebook or call us at 519-332-2588. We would love to share more of our stories with you and help you write your story as a builder of community because YOU make your community and your community foundation. “We help good people do great things today, tomorrow and forever.” aring, creative, constant pen to opportunities that ake a difference for any nderstanding skills and talents urturing ideas and developing funds nspired by dreams of people from all walks of life hat’s our community foundation The funds at SCF are the foundation of all the work we do for community. Cardiac Rehabilitation Fund Catterson Family Fund Cheryl and John DeGroot Family Fund Director’s Fund Doc’s on Ice Fund Dow Centre for Youth Fund 3 Community Champions Each member of a community contributes in their own way. In 2015, SCF was pleased to recognize three members of our community who have supported the vision of SCF for many years. They have been defenders, supporters, backers, and advocates of the work we do on behalf of the community and we’re proud to recognize them as champions. John Rozema In 2015, local businessman and philanthropist, John Rozema added to the existing Rozema Family Fund at SCF with a donation of 1.2 million dollars. As chair of the Board from 1994 to 1999, John was instrumental in creating a robust grant process, establishing the Marceil Saddy Operating Fund and managing the early investments in community projects. “Those early years were pretty lean in terms of dollars under management, says John, “but through the hard work of the Board at the time, we built a Foundation that will be able to be responsive to community and donor needs forever. I’ve been very fortunate to be part of this community,” he adds. “I’ve had great support from the community while building my business and so giving back via SCF makes sense to me.” Don Hislop We are pleased to celebrate Don’s quiet behind the scenes work in creating the Golden K Legacy Fund. Designed to be a legacy for the children of our community along with his many other endeavors, his work as builder will be cherished for many years to come. Although often reluctant to be in the limelight, Don was at the center of the action when the first grant from the fund was made in 2013. We are pleased to be able to honour him with the establishment of the Don Hislop Fund as a permanent component of the Golden K Legacy. Bill Palmer Bill’s belief in the community is evidenced by the work he undertook on behalf of children and youth during his working career and multiple organizations he has been involved with prior to and since retirement. Bill has been part of SCF for 12 years as a board member, worked tirelessly as chair of the Fund Development team and has been a constant source of encouragement. The funds at SCF are the foundation of all the work we do for community. 4 Dow President’s Honour Club Fund Dow Social Fund E.C. Fleming Family Fund SCF Environmental Fund Dick & Isabelle Ford Family Fund Gayle and Don Fysh Family Fund 2015 Community Impact Grants recipients September 24, 2015 The Grants Process SCF reports to community Income earned on the SCF Community Fund, our Donor Advised, Designated, and Special Project Funds is used to make annual Grants. Some special project funds may be time limited. We support registered charities and other qualified causes in our county through our Community Impact and Donor Advised grant programmes. In 2015, SCF supported 34 local agencies and 20 individuals with scholarships. SCF Board determines amount available for grants Organization reports on the impact the grant made Since our first grants were made in 1985, more than 135 organizations have benefitted from the more than three million dollars we have granted. The impact on our community is more than the dollars, it’s a means to make our community stronger and more resilient. Board Approval / Grant made Organizations serving Lambton County apply Grants team reviews and recommends grants to the SCF Board The funds at SCF are the foundation of all the work we do for community. Joan and Ted Fullerton Family Fund Gamble Insurance Fund David and Miriam Glew Family Fund Golden K 20th Anniversary Legacy Fund 403 Wing/Golden Hawk Fund Grace United Church Fund 5 34 Agencies Supported Big Brothers Big Sisters of Sarnia-Lambton Bluewater Health Foundation Canadian Families and Corrections Network Down Syndrome Association Gallery in the Grove Habitat for Humanity Huron House Boys Home Inn of the Good Shepherd International Symphony Orchestra John Howard Society Kenwick on the Lake Park Project Noelle’s Gift Organization for Literacy Pathways Health Centre for Children PE McGibbon Principals Discretionary Fund Rapids Family Health Team Right to Play Royal Canadian Sea Cadets Corp of Sarnia Samara Sarnia Christian School Sarnia Concert Association Sarnia Saints Rugby Sarnia Streets Project St Clair Child and Youth Services St John’s Council Therapy Dogs St Joseph’s Hospice SWONT Optimist Conductive Education Town of Petrolia Firehall Revitalization Town of Petrolia Library Town of Plympton Wyoming Tree Planting Project United Way of Sarnia Lambton VON Sarnia Lambton Women’s Interval Home YMCA SCF Grants 2015 - Total $168,443.41 12% Arts & Culture 25% Children & Youth 20% Social Services 10% 6% 27% 6 Health Education & Scholarships Honouring The Memory Of A Woman Who Cared About The Community Joanne Klauke-LaBelle (JKL) Memorial Scholarship was created in memory of a woman who devoted her life to youth. She created an environment that was free of judgement and with a mission to create harmony in ourselves, each other, and the world we live in through the power of the arts – especially music. Joanne strongly believed in volunteering and more particularly, believed in “paying it forward”. She passionately tried every day to make a difference and asked that those around her do the same. Joanne created a legacy of love and music for youth in the communities of Sarnia and Lambton County. This scholarship is intended to help those individuals intending to pursue the performing arts or visual arts as a field of study. The funds at SCF are the foundation of all the work we do for community. Grogan Family Fund Hall Family Fund Gerry & Joanne Hines Family Fund Environment Don Hislop Memorial Fund Gwen Hopper Fund Jean and Harold Hunter Family Fund How SCF Builds A Better Community Proceeds from the 2014 Can Am Jazz Event delivered to Bluewater Health. For the Sarnia Concert Association a piano is more than a piece of equipment. It’s a gift they share with the entire community. Housed at the Imperial Theatre, the Association allows access to the instrument by organizations who use the theatre. A grant from the Val and Rany Xanthopoulo Family Fund and the SCF Community Fund allowed the SCA to begin the process of refurbishment of this valuable community asset. This grant wasn’t just for the birds! Bluewater Raptor Rehabilitation put a 2014 Environmental grant to use in redeveloping their marketing materials and education programme. Two donor advised funds directed funds to St. Joseph’s Hospice. The Catterson Fund directed one of their grants towards the provision of patient comfort items while the Golden K Legacy Fund supported the Caring Hearts Programme. These grants support the end of life journey and the patients and families being cared for at this facility. A common item in most kitchens, this salad bowl is the home of a variety of tools that will make families stronger and help reduce children’s waistlines. The Rapids Family Health Team is working to bring back the family dinner to strengthen families in our community. The kit includes recipes, conversation cards and tools to help with meal preparation. The funds at SCF are the foundation of all the work we do for community. The Inn of the Good Shepherd Fund JASA Fund Tom and Maxine Kenny Family Fund Joanne Klauke-LaBelle Memorial Scholarship Fund Lambton Federation of Agriculture Fund for the Joyce Anderson Scholarship Lambton Wildlife Land Stewardship Fund 7 The Canadian Families and Corrections Network is committed to building stronger and safer communities by assisting families affected by criminal behavior, incarceration and community reintegration. With the help of a grant from the Les and Deborah McDermott Fund they brought messages of hope to Lambton County families. An awareness day wasr held at the Sarnia Library to educate and offer support to families and innocent children who deal with crime. The Charles and Alexander Mackenzie Fund made several grants during the Christmas Season. Both Huron House Boys Home and the Women’s Interval Home and their residents were feeling a little more festive as a result. Gallery In the Grove is expanding their Visiting Artists in the Schools Programme because of a grant from the Grogan Family Fund. Visiting Artists in Lambton Schools is an immensely popular programme which takes place in January and February. Several artists, sponsored and financed by the gallery, offer their time and talents to teach specific skills to students in seven area elementary schools. Artists rotate through the schools so that classes gain experience and techniques with different media. The culmination of this art instruction forms the Elementary School Art Exhibition which takes place at the gallery. St. Clair Child & Youth Services received a grant of $5000 from the MOJEN & McDermott funds dedicated toward specialized staff training. This will support the second phase of an implementation strategy to increase timely access to mental health services for children, youth and families in Lambton County. This funding will support the ongoing development of the children’s mental health services such as the Walk-In Therapy Clinic and Brief Services. With its contribution, the Sarnia Community Foundation is investing in improving access to much-needed children’s mental health services in Lambton County. A community committee came together to redevelop Kenwick on the Lake, a park in Bright’s Grove. Working with the City of Sarnia Parks and Recreation department, the committee rebuilt the play structures, added benches overlooking the lake, revamped the parking and landscaping and were the catalysts behind a hugely popular summer concert series. SCF made an investment of $15,000 over three years for the redevelopment through the Community Impact Grant programme. The NOVA Chemicals Fund was responsible for the 2015 contribution. The funds at SCF are the foundation of all the work we do for community. 8 Lawrence House Centre for the Arts Fund Link Family Fund Charles and Alexander Mackenzie Fund Charles and Alexander Mackenzie Fund for the Mackenzie Artifacts Kingsley and Madeline Mahon Family Fund McKay Family Fund The Catterson Fund also designated Bluewater Health as a recipient in 2015. The grant was not restricted allowing the BWH Foundation to direct it to the area of most need. In 2015, Huron House Boys Home was supported by the E.C. Fleming Fund and the Bob & Helen Noble Fund. These fund holders have given much thought to the work of the agency and choose to direct their grantable dollars towards the work being done for youth. A grant from the SCF Environment Fund will be put to work in Plympton Wyoming as part of their tree planting project. SCF is pleased to be able to support good people improving their community throughout Lambton County. St. John’s Ambulance Therapy Dogs received a modest grant at year end as a result of the Petrolia Micro Grant Process. They will be using the funds to let the community know how to access their service and maybe buy the odd dog biscuit . This grant was suported by the Palmer Family Fund. The first grants from the Petrolia Community Fund were delivered at the New Year’s Levee in Petrolia. Micro grants of $500 each were awarded to LCDS, New Life Assembly, The Petrolia Optimist Park Project and Ontario Early Years Parenting Programmes by PCF committee member Roger Mailloux. The funds at SCF are the foundation of all the work we do for community. Les & Deborah McDermott Fund Grant and Cheryl McKenzie Fund Earl McKeough Fund John & Barbara McNeil Fund MOJEN Fund Moffatt Scholarship Fund 9 Scholarships Awarded To Community Members 1 Susan Moffatt was a young woman with a life limiting condition but who had a thirst for knowledge. In 1997, her family established the Susan Moffatt Memorial Scholarship Fund at SCF and have since given more than 15 scholarships to students who have a personal physical challenge and who have prevailed in spite of their challenge. In 2015 two scholarships of $3500.00 were awarded. Both Avery Timm , now enrolled in social services, and Byrnne Kennedy, enrolled in respiratory therapy, are determined to make their community proud. 2 2015 saw the delivery of the second Blue Eyes Big Heart Josh Alderton Scholarship. Established to honour the life of a remarkable young man and intended to help women and children escape the cycle of an abusive relationship as they pursue education, the award made it possible for a family to make the break and begin a new life. Although a tragedy led to the fund’s creation, the hope that the scholarship brings to a family makes the burden of grief a little lighter. 3 Board Chair Nancy Kremer presented Deric Coleman with the 2015 Lambton Federation of Agriculture Joyce Anderson Scholarship. The donors behind the scholarship wanted to support those in the community committed to carrying on family farms and helping them gain the skills needed to be part of agri-business in the 21st century. 4 The Steeves & Rozema Fund supported five scholarships in 2015. These were awarded to Health Care students, Erica Chisholm, Lorissa Paul, Jill Bell, Colleen Jarvis and Nicole Tiedeman. The total value of the awards was 7,000 dollars. The number of patients impacted in the future is in the thousands. 5 The SSVP/J&JY Committee was thrilled to present two SSVP/J&JY Trades Scholarships in 2015. Monique D’Arcy will be completing her studies as a child and youth worker while Brandon Zuniga will be training as a power line technician. The fund has grown since its beginnings in 2010 to the size that will allow the committee to give at least two $1000 scholarships annually. The founding donors Jim and Joan Yarkovsky believed that the trades were the means to help people help themselves and turned their passion for community betterment into reality with a little assistance from SSVP and SCF. 1 3 1 2 4 5 The funds at SCF are the foundation of all the work we do for community. 10 Ruby Mott Memorial Fund Tom Murray Fund Bob and Helen Noble Fund NOVA Chemicals Fund The Oil Heritage District Community Centre Fund Ontario Endowment for Children and Youth Fund Supporting Community Initiatives 1 In October of 2014 SCF became the lead in facilitating a programme designed to re-engage the community in the work of Democracy. Democracy Talks is an an initiative of Samara a nationally based non-partisan charitable organization that works to improve political participation in our country. 4 In March of 2015, SCF was privileged to have Michael MacMillan join with the community to further the conversation. 1 2 A 2015 Community Impact grant funded the development of a partnership with CAS and Big Brothers Big Sisters. They seek to strengthen mentoring programmes for vulnerable youth. 3 A grant from donor advised The Bernard and Maureen Wiechula Fund allows the Inn of the Good Shepherd to support its ongoing programmes. That’s hundreds of meals served per month, rent and utilities being secured and support for some of the most vulnerable in our community. 4 Events like the 15th annual CAN AM Jazz Jam support endowed funds at SCF and provide grants to partner organizations. In 2015 the event supported SCF funds for the Arts, the Women’s Interval Home and VON. Dr D, Jon Seiger and the All Stars and Sharon Beeler put on a spectacular show in support of our community. 5 In 2015 a portion of the proceeds went to a Healthy Seniors Programme. Special Events Chair Paddy Roach was pleased to hand a cheque to Scott Wilkie of VON Sarnia Lambton. 2 3 5 The funds at SCF are the foundation of all the work we do for community. William and Barbara Palmer Family Fund Petrolia Community Fund Petrolia Special Projects Fund Ken Plumley Fund Dorothy Rogers Memorial Fund Rozema Family Fund 11 Our Volunteers Understand Community 2015 Board Nancy Kremer ( Chair), Bill Hazlitt (Treasurer), Charles Fisher, Pat Maaten ( Vice Chair), Peter Norris, Bill Palmer, Paddy Roach, Nicole Schultz, Ann Tuplin, Bruce Scott, Chris Hogan (Past Chair) Our Committees Fund Development Bill Palmer, John Rozema, John De Groot, Pat Maaten, Les McDermott Finance and Audit Jeff Burchill, Val Xanthopoulo, Nancy Kremer, Charles Fisher, Les McDermott, Bill Hazlitt, Greg Hogan Special Events Paddy Roach, Keeley McMullin, Yvette Caron, George Delgrosso, Mark Sopel, Laurissa Ellsworth, Paul Eddleston, Rob Ravensburg, Bob Sutton, Sue Browning, Stephanie Ferrera, Jeneane Fast, Bill Palmer Community Grants Pat Maaten, Gary Atkinson, Nancy Kremer, Karen Keresturi, Gail Furlan, Scott Wilkie, Nicole Schultz, Paula Child, Karen Merritt Governance Ann Tuplin, Bruce Scott, Peter Norris, Don Cook, Paddy Roach, Dalene Willans Petrolia Community Fund Doug Clark, Helen Simpson, Mike Bourque, Roger Mailloux, Barry Edgar SCF Ambassadors and Philanthropists Club Members Supported by Jane Anema- Executive Director Brenda Hall- Office Assistant Gary Roach – IT Guru The funds at SCF are the foundation of all the work we do for community. 12 Marceil Saddy Operating Fund Sarnia Awesome Foundation Fund Sarnia Heavy Construction Fund Sarnia Connects Fund Sarnia 100 Fund Sarnia Lambton Chamber of Commerce 100th Anniversary Legacy Scholarship Fund A community remembers, celebrates and honours significant life events, volunteer work or people that have made a difference. In 2015 SCF received gifts in celebration and honouring the life and work of: Marion Hardy Don Hislop Jackie Barnes Gord Catterson Isabel Sellers Earl McKeough Dick Ford Ann Tanner Morris Rogers Donald Hogarth Simpson Grace Campbell John Klauke Barry Edgar Joan Yarkovsky Morris Rogers Andrew Bacic Audrey Bolton Ken Richardson Ken Plumley Marion Hardy Gord Savage Joanne Klauke-Labelle Gwen Hopper For Democracy Talks Mary Jane Brandon Pat Gallivan Audrey Bolten Jessie Blackstock Marion Clouse Carl Shaw Paddy Roach Mel & Lorraine Hayward Bruce Scott Bill’s birthday The Tilley’s Anniversary In lieu of Christmas gifts Instead of a Christmas gift exchange Jack and Elaine Chobdra Bill and Barb’s 54th anniversary Since 1983 the Sarnia Community Foundation has served the residents of Lambton County by • working with donors to establish and maintain endowment funds • making grants to community projects and programmes and • supporting leadership initiatives in the community Led by volunteers, SCF has supported over 135 organizations and programmes through grants totaling more than three million dollars. Registered under charity number 11922 7452 RR0001 SCF helps good people do great things today, tomorrow, forever. The funds at SCF are the foundation of all the work we do for community. SCF Fund for the Arts SCF Children and Youth Fund Shannon Family Fund Carl Shaw and Virginia Dizon Memorial Fund Society of St Vincent de Paul/JJY Trades Scholarship Society of St. Vincent de Paul Sarnia Lambton Particular Council Scholarship 13 Assets 2015 2014 $74,368 $50,305 $2,785 $2,735 $4,860,054 $3,264,850 $598 $598 $4,937,805 $3,318,488 2015 2014 $5,850 $3,722 $62,984 $75,894 $68,834 $79,616 2015 2014 ($10,278) ($9,146) Endowment capital $4,773,389 $3,237,331 Grant distribution & reserve for future grants $105,860 $10,687 $4,868,971 $3,238,872 $4,937,805 $3,318,488 Cash Accounts receivable Investments, at market value Prepaid expenses Liabilities Accounts payable & accrued charges Deterred revenue Flowthrough funds Fund Balances Operations Sarnia Community Foundation Balance Sheet as of December 31, 2015 The funds at SCF are the foundation of all the work we do for community. 14 Soparkar Family Fund Donald Steeves Family Fund Steeves and Rozema Fund Stuart and Louise Sullivan Family Fund Bernard and Maureen Wiechula Fund Women’s Interval Home Fund Community Supported By Donations Beginning with our first donation of $25 in 1983, SCF has built a capital base of nearly $5 million. We invest those funds to generate earnings. The earnings on this capital base are the basis of the grants we make on behalf of our donors and funds and pay a portion of our operating costs. The performance of our investments is carefully monitored to ensure that we will be able to meet our disbursement obligations on an annual basis and protect our funds. The assets we have under management reflect both the endowment funds and the flow through dollars entrusted to us. Our financial operation is audited annually and the results are posted on the SCF website once they are received by the Board of Directors. Paper copies of the audited statements are available by calling the SCF office. Most of the gifts we’ve received have been less than one hundred dollars and those donors have been from every sector, city, town and village of our county. No donation is too small to make a difference when added to a fund at SCF. We also get larger gifts and as part of recognizing these gifts, we allow donors to name a fund, identify a field of interest they would like to support or even create a special fund for a charity they care about. SCF currently has more than 70 endowed funds created by caring community members. Our endowed funds supply the majority of our grants. As the endowment builds, SCF is able to become more responsive to community need. Because we believe in supporting community initiatives, SCF works with short term projects that will provide long term benefit to the community as a whole. Flow through project and grants are for time limited projects and are part of SCF Charitable Activity. The amount of money in these funds varies from year to year. Not all flow through dollars are spent in a single year. The funds at SCF are the foundation of all the work we do for community. Val & Rany Xanthopoulo Family Fund The Victoria Playhouse Fund YMCA of Sarnia Lambton Legacy Fund 15 Our Operations Are Managed With The Support Of: The partners of BDO Dunwoody LLP who provide our annual audit TD Canada Trust as bankers Ridgewood Capital Asset Management and RBC Dominion Securities as Investment Counsels RBC Investor Services as Custodian of Securities The Suncor Sustainability Centre allowing us the use of their boardroom The Victoria Playhouse Petrolia providing the venue for the Petrolia Micro Grants The Holiday Inn Point Edward for providing the venue for Democracy Talks: An Evening with Michael MacMillan The Sarnia Golf and Curling Club providing the facility for the SCF Community Impact Grant Presentation and reception for our Fund holders and Donors The Best Western Guildwood Inn for providing the venue for Can AM Jazz 2015 Lawrence House Centre for the Arts providing the venue for Driven to Give and the team at Lambton Ford for their assistance and vision Bill Hazlitt and the team at Hazlitt, Steeves, Harris, Dunn LLP providing financial oversight and book keeping services And the companies and individuals who sponsored an event or our operations in 2015 To Our 2015 Sponsors! CAM-RON Insurance Northgate Pharmacy The community is better because of their participation in our work enriching our communities with endowments, grants and leadership. Thank You The Foundation was established by a legislative act of the province of Ontario in 1982 and received its first donations in 1983. We are a public foundation subject to the regulations of the Canada Revenue Agency. Canadian Charitable Organization Registration #11922 7452 R0001 Suite 110-560 Exmouth Street Sarnia, ON N7T 1P5 · 519-332-2588 www.sarniacommunityfoundation.ca Jane Anema Les McDermott Steve Anema Bill Palmer Paul Ashdown J. P. “Paddy” Roach Judy & Phil Brown Bob Sutton Dunlop United Church Doug Woods Lawrence House
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