2015 report to the community of lambton...

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

The funds at SCF are the foundation of all the work we do for community.

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What Is Community?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.

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.

What Is A Community Foundation?

What Do Community Foundations Do?

Peoplefrom all walks of life

Focusedon today & tomorrow

Grow & Poolfinancial resources

Draw Inideas & talents

Build Knowledgeof our community, its needs & opportunities

Connectindividuals, families & organizations to causes that matter

Rally aroundissues that matter

Investfor impact

Supportingthe whole community

Blue Eyes, Big Heart Josh Alderton Memorial Scholarship FundBotma Family FundJeff Burchill and Anne West Family Fund

SCF Community FundGraydon and Belle Baines Family FundDouglas & Evelyn Barber Fund


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How We Support CommunityWith 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.

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.

Driven to Give - A gift to SCF and the community. Thanks to Lambton Ford Lincoln, a community minded business that supports our work.

“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

Director’s FundDoc’s on Ice FundDow Centre for Youth Fund

Cardiac Rehabilitation FundCatterson Family FundCheryl and John DeGroot Family Fund


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Community ChampionsEach 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 RozemaIn 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 PalmerBill’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.

SCF Environmental FundDick & Isabelle Ford Family FundGayle and Don Fysh Family Fund

Dow President’s Honour Club FundDow Social FundE.C. Fleming Family Fund


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The Grants ProcessIncome 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.

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.

SCF reports to community

SCF Board determines amount available for grants

Organizations serving Lambton County apply

Grants team reviews and recommends grants to the SCF Board

Board Approval / Grant made

Organization reports on the impact the grant made

Golden K 20th Anniversary Legacy Fund 403 Wing/Golden Hawk FundGrace United Church Fund

Joan and Ted Fullerton Family FundGamble Insurance FundDavid and Miriam Glew Family Fund

2015 Community Impact Grants recipients September 24, 2015


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34 Agencies SupportedBig Brothers Big Sisters of Sarnia-LambtonBluewater Health FoundationCanadian Families and Corrections NetworkDown Syndrome AssociationGallery in the GroveHabitat for HumanityHuron House Boys HomeInn of the Good ShepherdInternational Symphony OrchestraJohn Howard SocietyKenwick on the Lake Park Project Noelle’s GiftOrganization for LiteracyPathways Health Centre for ChildrenPE McGibbon Principals Discretionary FundRapids Family Health TeamRight to PlayRoyal Canadian Sea Cadets Corp of SarniaSamaraSarnia Christian SchoolSarnia Concert AssociationSarnia Saints RugbySarnia Streets ProjectSt Clair Child and Youth ServicesSt John’s Council Therapy DogsSt Joseph’s HospiceSWONT Optimist Conductive EducationTown of Petrolia Firehall Revitalization Town of Petrolia Library Town of Plympton Wyoming Tree Planting ProjectUnited Way of Sarnia LambtonVON Sarnia LambtonWomen’s Interval HomeYMCA

SCF Grants 2015 - Total $168,443.41

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.

12%

20%

27%

10%

25%

6%

Arts & Culture

Children & Youth

Environment

Social Services

Health

Education & Scholarships

Don Hislop Memorial Fund Gwen Hopper Fund Jean and Harold Hunter Family Fund

Grogan Family FundHall Family FundGerry & Joanne Hines Family Fund


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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.

Joanne Klauke-LaBelle Memorial Scholarship FundLambton Federation of Agriculture Fund for the Joyce Anderson Scholarship Lambton Wildlife Land Stewardship Fund

The Inn of the Good Shepherd FundJASA FundTom and Maxine Kenny Family Fund

How SCF Builds A Better Community

Proceeds from the 2014 Can Am Jazz Event delivered to Bluewater Health.

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.

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.

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.


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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 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.

Charles and Alexander Mackenzie Fund for the Mackenzie ArtifactsKingsley and Madeline Mahon Family FundMcKay Family Fund

Lawrence House Centre for the Arts FundLink Family FundCharles and Alexander Mackenzie Fund

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.


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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.

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.

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.

John & Barbara McNeil FundMOJEN FundMoffatt Scholarship Fund

Les & Deborah McDermott FundGrant and Cheryl McKenzie FundEarl McKeough Fund


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NOVA Chemicals FundThe Oil Heritage District Community Centre FundOntario Endowment for Children and Youth Fund

Ruby Mott Memorial Fund Tom Murray Fund Bob and Helen Noble Fund

Scholarships Awarded To Community Members

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.

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.

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.

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.

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.

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Supporting Community Initiatives

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.

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.

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.

In March of 2015, SCF was privileged to have Michael MacMillan join with the community to further the conversation.

Ken Plumley Fund Dorothy Rogers Memorial Fund Rozema Family Fund

William and Barbara Palmer Family Fund Petrolia Community FundPetrolia Special Projects Fund

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.

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.

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Sarnia Connects FundSarnia 100 FundSarnia Lambton Chamber of Commerce 100th Anniversary Legacy Scholarship Fund

Marceil Saddy Operating Fund Sarnia Awesome Foundation FundSarnia Heavy Construction Fund

Our Volunteers Understand Community2015 BoardNancy 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 CommitteesFund DevelopmentBill Palmer, John Rozema, John De Groot, Pat Maaten, Les McDermott

Finance and AuditJeff Burchill, Val Xanthopoulo, Nancy Kremer, Charles Fisher, Les McDermott, Bill Hazlitt, Greg Hogan

Special EventsPaddy 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 GrantsPat Maaten, Gary Atkinson, Nancy Kremer, Karen Keresturi, Gail Furlan, Scott Wilkie, Nicole Schultz, Paula Child, Karen Merritt

GovernanceAnn Tuplin, Bruce Scott, Peter Norris, Don Cook, Paddy Roach, Dalene Willans

Petrolia Community FundDoug Clark, Helen Simpson, Mike Bourque, Roger Mailloux, Barry Edgar

SCF Ambassadors and Philanthropists Club MembersSupported by

Jane Anema- Executive DirectorBrenda Hall- Office AssistantGary Roach – IT Guru


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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 communityLed 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.

Marion HardyDon HislopJackie BarnesGord CattersonIsabel SellersEarl McKeoughDick FordAnn TannerMorris RogersDonald Hogarth SimpsonGrace Campbell John KlaukeBarry EdgarJoan Yarkovsky Morris RogersAndrew BacicAudrey BoltonKen RichardsonKen PlumleyMarion Hardy

Gord SavageJoanne Klauke-LabelleGwen HopperFor Democracy TalksMary Jane BrandonPat GallivanAudrey BoltenJessie BlackstockMarion ClouseCarl ShawPaddy RoachMel & Lorraine HaywardBruce ScottBill’s birthdayThe Tilley’s AnniversaryIn lieu of Christmas giftsInstead of a Christmas gift exchangeJack and Elaine ChobdraBill and Barb’s 54th anniversary

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:

Carl Shaw and Virginia Dizon Memorial FundSociety of St Vincent de Paul/JJY Trades Scholarship Society of St. Vincent de Paul Sarnia Lambton Particular Council Scholarship

SCF Fund for the ArtsSCF Children and Youth FundShannon Family Fund


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Assets 2015 2014

Cash $74,368 $50,305

Accounts receivable $2,785 $2,735

Investments, at market value

$4,860,054 $3,264,850

Prepaid expenses $598 $598

$4,937,805 $3,318,488

Liabilities 2015 2014

Accounts payable & accrued charges

$5,850 $3,722

Deterred revenue

Flowthrough funds $62,984 $75,894

$68,834 $79,616

Fund Balances 2015 2014

Operations ($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

Sarnia Community Foundation Balance Sheet as of December 31, 2015

Stuart and Louise Sullivan Family FundBernard and Maureen Wiechula FundWomen’s Interval Home Fund

Soparkar Family FundDonald Steeves Family FundSteeves and Rozema Fund


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Community Supported By DonationsBeginning 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.

Val & Rany Xanthopoulo Family FundThe Victoria Playhouse FundYMCA of Sarnia Lambton Legacy Fund

Our Operations Are Managed With The Support Of:The partners of BDO Dunwoody LLP who provide our annual auditTD Canada Trust as bankersRidgewood Capital Asset Management and RBC Dominion Securities as Investment CounselsRBC Investor Services as Custodian of SecuritiesThe Suncor Sustainability Centre allowing us the use of their boardroom The Victoria Playhouse Petrolia providing the venue for the Petrolia Micro GrantsThe Holiday Inn Point Edward for providing the venue for Democracy Talks: An Evening with Michael MacMillanThe Sarnia Golf and Curling Club providing the facility for the SCF Community Impact Grant Presentation and reception for our Fund holders and DonorsThe Best Western Guildwood Inn for providing the venue for Can AM Jazz 2015Lawrence House Centre for the Arts providing the venue for Driven to Give and the team at Lambton Ford for their assistance and visionBill Hazlitt and the team at Hazlitt, Steeves, Harris, Dunn LLP providing financial oversight and book keeping servicesAnd the companies and individuals who sponsored an event or our operations in 2015

The community is better because of their participation in our work enriching our communities with endowments, grants and leadership.

Thank You

To Our 2015 Sponsors!

Suite 110-560 Exmouth Street Sarnia, ON N7T 1P5 · 519-332-2588

www.sarniacommunityfoundation.ca

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

Paul Ashdown J. P. “Paddy” Roach

Bob SuttonJudy & Phil Brown

Lawrence House

Les McDermottJane Anema

Bill PalmerSteve Anema

Doug WoodsDunlop United Church

Northgate Pharmacy

CAM-RON Insurance

2015 report to the community of lambton...

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