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WATERLOO REGIONAL HERITAGE FOUNDATION

Public foundationPublic amenities·150 FREDERICK ST · KITCHENER, ON · N2G 4J3·BN 119289239RR0001·website ↗

Last reported: F2024 filing · period ending 2024-12-31

This is a foundation: it mostly grants money to other charities, so program-spending ratios are the wrong lens. We show the share of spending disbursed to qualified donees instead.

This charity filed the simplified return, so some figures can't be computed. Fewer numbers, never invented ones.

What it does — in its own words

Ongoing programs

THE CHARITY IS PRIMARY A GRANT MAKING ORGANIZATION WHICH SUPPORTS HERITAGE INITIATIVES IN WATERLOO REGION. ITS PRIMARY PURPOSE IS TO PRESERVE AND FINANCIALLY ASSIST IN THE PRESERVATION OF HERITAGE LANDMARKS HISTORICAL BUILDINGS AND OTHER PROJECTS OF HISTORICAL SIGNIFICANE TO THE REGION OF WATERLOO. THE WATERLOO REGIONAL HERITAGE FOUNDATION (WRHF) AWARDS THREE TYPES OF GRANDS: (I) CAPITAL AND PROPERTY GRANDS; (II) PROJECT/EVENT/RESEARCH GRANTS; AND (III) PUBLICATION GRANTS.

New programs

THE WATERLOO REGIONAL HERITAGE FOUNDATION (WRHF) IS PRIMARY A GRANT MAKING ORGANIZATION. IT RECEIVES FUNDING FROM THE REGION OF WATERLOO. THE REGION OF WATERLOO DECIDED TO PAUSE GRANT FUNDING TO THE WRHF IN 2022 2023 AND 2024. THE PAUSE PROVIDES THE WRHF THE OPPORTUNITY TO REVIEW AND EVALUATE HOW IT FITS WITH THE REGION OF WATERLOO COUNCIL'S STRATEGIC PRIORITIES.

Program descriptions from its F2024 T3010 filing, verbatim · self-reported · this is also the text our semantic search matches against. source ↗

Tier 1 — what we computed (open data)

From the charity's own F2024 T3010 filing. Self-reported; not independently verified. You can recompute every figure.

Disbursed to qualified donees

T1 · computed (open data)

Per its F2024 T3010, this share of total spending went to other registered charities.

T3010 line 5050 ÷ 5100 · Self-reported on the T3010; not independently verified. source ↗

Operating overhead

T1 · computed (open data)

100%

Management, administration, and fundraising as a share of total spending. We treat 5–35% as the typical range; we state the figure, you judge.

T3010 line (5010 + 5020) ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗

Reserves

T1 · computed (open data)

Years current reserves could cover program spending.

Sector quartiles: 0.4 yr / 0.8 yr / 7.5 yr (p25 / median / p90).

T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗

Total revenue

T1 · computed (open data)

$6K

Last-reported total revenue.

T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗

Donor-funded

T1 · computed (open data)

0%

Share of revenue from receipted donations.

T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗

Government-funded

T1 · computed (open data)

0%

Share of revenue from federal, provincial, and municipal sources.

T3010 line 4570 (or 4540+4550+4560) ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗

Over the years

Every figure as filed at each fiscal period end, 20192024.

Period endRevenueCents to causeOverheadReserves
2019-12-31$112K65¢35%12.3 yr
2020-12-31$110K86¢14%10.9 yr
2021-12-31$110K96¢4%2.5 yr
2022-12-31$9K-18¢118%
2023-12-31$9K17%84.2 yr
2024-12-31$6K100%
trend

From its T3010 filings (CRA annual releases) · self-reported, not audited by us · when a period is restated in a later release, the newest figures are shown · = cents-to-cause outside the valid 0–100% range (filing error; not used in rankings). source ↗

★ Tier 2 — Charity Intelligence (analyst-reviewed)

Not rated by Charity Intelligence. Their analysts cover 618 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.

Board of directors

18 directors reported · 18 of 18at arm's length

  • BAKER, JORDANDIRECTORarm's length
  • BURKE, SUSANDIRECTORarm's length
  • CARSWELL, ANDREADIRECTORarm's length
  • ELSWORTHY, PHILIPPEDIRECTORarm's length
  • EMBERLY, DAVIDVICE CHAIRarm's length
  • GLASS, JOHNCHAIRarm's length
  • PELLER-OLIVER, HEIDIDIRECTORarm's length
  • REDMAN, KARENDIRECTORarm's length
  • SALONEN, NATASHADIRECTORarm's length
  • SHIPLEY, ROBERTDIRECTORarm's length
Show all 18 directors
  • WOLF, PAMDIRECTORarm's length
  • BASKANDERI, NAEMADIRECTORarm's length
  • FALCONER, THIRSTANDIRECTORarm's length
  • STEFFLER, WAYNETREASURERarm's length
  • ALPAUGH, TRICIAACTING TREASURERarm's length
  • BRAAN, CHERYLACTING TREASURERarm's length
  • DYER, CRAIGTREASURERarm's length
  • HALE, JULIESECRETARYarm's length

From its F2024T3010 filing (public CRA record), as filed. “Arm's length” means not related to other officials by family or business ties. source ↗

Right of reply

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Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗