Cleveland Foundation – 1960 Annual Report by The Cleveland Foundation

â&#x20AC;&#x153; The great use of a life is to spend it for something that outlasts it.â&#x20AC;? W il l ia m J a m e s

THE CLEVELAND FOUNDATION The Cleveland Foundation was established January 2, 1914 to serve permanently the health, educational and charitable needs of the Greater Cleveland community. The first of its kind and now widely copied, this community trust is characterized by four main features: 1. Its funds are the union of numerous gifts, large, small and medium-sized, left at different times by various donors. 2. Local banks, which are Trustees of the Cleveland Foundation, safeguard and invest the funds, making avail足 able the income, and under certain conditions, the princi足 pal, for the charitable purposes of the Foundation. 3. Endowment income, and under certain conditions, the principal, is disbursed by a Distribution Committee of five persons. Members serve without compensation for fiveyear terms. Two are selected by the trustee banks, and three are appointed by public officials. 4. Any contributor may designate his preferred charity and his wishes will be observed unless changing conditions make such purpose unnecessary, undesirable, impractical or impossible. In such event the funds can thereafter be used for such other charitable and educational purposes as will, in the opinion of the Distribution Committee, more effectually promote the public welfare.

City staff and members of the Hough Area Steering Committee here meet to discuss plans for urban renewal of this inner-city area. A $106,200 grant covering a five year period has been made to the WELFARE FEDERATION OF CLEVELAND, in support of a comprehensive service approach to the social problems of the area.

Capital assets increased by $2,884,817 of which $2,167,711 repre sented new gifts from 260 generous donors. Year-end endowment of $30,650,926 (book value) includes certain trusts which currently provide partial but eventually complete—benefit to the Foundation. M arket value of the 98 separate funds which are listed on page 17 of this Report is greatly in excess of the carrying value on the books of the trustee banks. During 1960 the Distribution Committee authorized the disburse ment of $1,348,584 for philanthropic purposes, an all-time high, largely in the Greater Cleveland Area. A detailed accounting of the 160 grants made to 102 different agencies is set forth later in this Report. Of the 160 grants, approximately one-third were made to agencies designated by the donor, one-third in pioneering new fields

of activity and one-third for continuing support of previously approved projects. Cleveland is moving ahead, dramatically, in the remaking of its inner areas. New public and office buildings, slum clearance and urban renewal projects will change the face of large areas of the city. Equally earnest, if not so dramatic, attention is being devoted to improvement of health and welfare resources. In recent years a substantial part of the Foundation’s income has been devoted to projects in the inner-city areas. For the past three years, operating support has been provided to the Cleveland Develop ment Foundation, a private organization devoted to urban renewal. A $5,000,000 trust established early in 1961 by the Leonard C. Hanna, Jr. Fund, will assure operating income for the Development Founda tion for years to come. Another contribution to the remaking of the city was a Cleveland Foundation grant to the City Planning Com mission to assist in the preparation of a comprehensive plan for downtown Cleveland. Grants for social welfare projects have been substantially larger than those for physical improvement. More than $570,000 has been disbursed in the past three years to neigh borhood and family service agencies for demonstration projects and extension of services largely in the inner-city areas. Last year a proposal of the Cleveland Welfare Federation for a new comprehensive service approach to the social problems of the Hough Area was launched under a $106,200 Foundation grant covering a five-year period. This area of the City of Cleveland has a rapidly changing population, higher rates of crime, delinquency and family neglect, overcrowded housing, and other evidences of social and physical deterioration. The project is designed to have a substantial impact on a large urban area, an area of two square miles and some eighty thousand people. Social problems will be attacked on a number of fronts through existing agencies and through new programs. To be effective, the project will have to be carried on for a number of years with a substantial investment of private and public monies. Grants totaling $40,200 were also made to two neighborhood agencies in the Hough Area to continue group work with children and adults begun several years ago with Foundation support. They are League Park Neighborhood Center and Bell Neighborhood Center.

The CLEVELAND INSTITUTE OF ART received a grant last year for the production of a film which will emphasize the facilities of this outstanding school.

The problem of the inner-city, although of major concern, is by no means the only facet of community living requiring the attention of the thoughtful citizen—or of a community foundation. Unlike limited-purpose foundations, the Cleveland Foundation supports a wide range of health, educational, welfare and civic activities. The Foundation’s endowment is made up of the gifts of many donors. The following pages of this Report reflect the varied interests of these donors—and the challenges confronting the Distribution Committee in using unrestricted income to meet changing community needs.

FIVE NEW TRUSTS ESTABLISHED The following new funds were received in 1960: fValter C. and Fanny White Baker Fund—Established under a trust agreement with The Cleveland Trust Company by the late Mr. and Mrs. Baker, income of this $4,767 fund is unrestricted. Mr. Baker was the inventor of one of the country’s first electric automobiles. Dr. Frank Carl Felix and Flora Webster Felix Fund—This fund was created under a trust agreement with The Cleveland Trust Company by the late Dr. Felix, a physician who had long resided in Rocky River, Ohio. Book value of the fund is $69,137 (market value $269,000.) After paym ent of certain life interests income is designated for Baldwin-Wallace College. The Eugene S. and Blanche R. Halle Memorial Fund—Established under will and trust agreement by the late Mr. and Mrs. Halle, this fund had a year-end book value of $1,684,340 (market value $3,414,000.) The Hailes were noted for their philanthropy during their lifelong residence in Cleveland. Principal of the fund is to be distributed by the end of a 25 year period. Certain organizations in which the Hailes had been interested are to be given preference in allocating income and principal with one-half for Jewish philan thropies. Attorneys for the Halle family are designated as consultants in selecting beneficiaries. Trustee is The Cleveland Trust Company. Leonard C. Hanna, Jr. Fund No. 2—By trust agreement with The National City Bank, this $221,280 fund was created by action of the Trustees of the Leonard C. Hanna, Jr. Fund (an Ohio corporation not for profit). Income is designated for the United Appeal of Greater Cleveland. George Halle Hays Fund—Under the will of the late George Halle Hays, an executive of Vitreous Steel Products Company, a $10,000 unrestricted fund was established with The Cleveland Trust Company as trustee. In addition to the foregoing new trusts, assets of the following funds were increased in 1960: The Charles L. and Marion H. Stone Fund was increased by a gift of $17,400 from Mr. Stone who created this fund.

The Cleveland Recreational Arts Fund was increased to $82,622 by gifts totaling $10,150 from the Cleveland Range Company, the Louis E. and Marcia M. Emsheimer Charitable Trust, K urt L. Seelbach, and the Raymond John Wean Foundation. An addition of $27,838 was made to the Clemens W. Lundoff and Hilda T. Lundoff Fund by the executor of the Lundoff estate. An addition of $6,760 was also made to the Frank S. and Alberta G. Sheets Memorial Fund by Mr. and Mrs. Sheets, the original donors. The following “non-trust” gifts were received from donors who expressed the desire that the corpus of their gifts be used for certain purposes: From the Women’s Auxiliary of the Academy of Medicine, $1,000 for support of the Poison Information Center at University Hospitals. From an anonymous donor, $5,141.40 to establish and support the Cleveland Foundation Library. Mr. and Mrs. Carl Keidel contributed $24 for cancer research. The following suburban organizations con tinued their practice of turning over funds for medical research: Combined Health Collection of Richmond Heights, $1,548.72 for cancer and heart work; Combined Charities of Walton Hills, $1,073.45 for the same purposes; Valley View Combined Health and Welfare Drive, $549.10 for cancer, heart and polio research.

A demonstration program in child health through early parent-guidance has been launched by the JEW ISH FAMILY SERVICE ASSOCIATION with Foundation assistance. Here a mother holds the happy subject of her dis cussion with a caseworker.

MEMORIAL GIFTS AND THE COMBINED FUND Capital of the Combined Fund (so-called because gifts are com bined for investment purposes) was increased by $107,703.15 in 1960 through gifts from 238 donors. Several new memorials and special purpose funds were established. The Edward L. Rosen/eld and Bertha M. Rosenjeld Memorial for the benefit of aged persons was created with a bequest of $20,000 under the will of Mrs. Rosenfeld and a gift of $1,000 was made by the Shaker Savings Association in memory of Judge Alva R. Corlett. The James W. Havighurst Memorial Scholarship Fund for the aid of graduate students in social work was established with $7,019.54 in gifts from 143 persons. Mr. Havighurst, an attorney, was a civic leader devoted to the health and welfare of this community. Follow ing are the donors to the Havighurst Memorial: Edward H. deConingh Arthur L. Dougan Jos. Dyson & Sons, Inc. W. A. Falsgraf Mrs. Walter L. Flory Mrs. Edward A. Flynn David K. Ford Mrs. D. Reynold Gairing William Gellman Alexander Ginn Edward W. Gressle Robert H. Gries Joseph Grossman Dr. and Mrs. Thomas Hale Ham Helen W. Hanchette Bessie R. Harman Dr. Edward O. Harper William C. Hartman Alfred F. Havighurst Mr. and Mrs. Freeman A. Havighurst Mrs. G. R. Havighurst Mr. and Mrs. Harold C. Havighurst Mr. and Mrs. John G. Havighurst Richard A. Havighurst Robert C. Havighurst Walter Havighurst Mr. and Mrs. Harvey B. Hobson Mrs. Daniel Holmes Henry W. Hopwood Mr. and Mrs. John Howland Mrs. Gilbert W. Humphrey

The William Abrams Foundation Mr. and Mrs. Elmore Andrews Fletcher R. Andrews Theodore Baird Mrs. Olive K. Banister Malvin E. Bank Dr. Frank M. Barry E. T. Bartlett Mr. and Mrs. William G. Batchelder J r. Ralph M. Besse Leona Bevis The Bickford Foundation R. E. Bingham Dudley S. Blossom, Jr. Mr. and Mrs. Charles E. Bodurtha C. L. Bryan Wright Bryan Howard F. Burns Alfred Cahen Mr. and Mrs. Harvey Carl Mrs. Everett Rhodes Castle The Chilcote Company Lee Chilcote Board of Trustees, Children’s Services Mr. and Mrs. Harold T. Clark Mrs. R. M. Clements Mr. and Mrs. Joseph B. Clough Mr. and Mrs. Robert H. Collacott Wayne Coy, Jr. J. R. Crosby John Ladd Dean

This little girl receives books and a regular visit from the librarian of the Judd Divi sion— Service to Shut-Ins of the C LEV ELA N D PU BLIC LIBRARY. This unique program has operated since 1940 under annual grants from THE FREDERICK W. AND HENRYETT SLOCUM JUDD FUND.

W. T. McCullough Oglebay Norton Company Henry B. Ollendorff Plymouth Church Anthony Poss John S. Pyke Alfred M. Rankin Bruce B. Rannye Mr. and Mrs. Robert H. Rawson Mrs. James W. Reichert Leon H. Richman H. Chapman Rose Cora M. Rowzee Dr. John H. Sanders Mr. and Mrs. Ralph S. Schmitt Russell L. Schroeder Karl Schuele Harry T. Sealy Mrs. Clarence S. Sea vers C. W. Sellers Mrs. John N. Simonson

Alan L. Hyde Kate Ireland Mrs. R. Livingston Ireland Mrs. Carl W. Johnson J. Kimball Johnson Margaret Johnson Frank E. Joseph Mr. and Mrs. Paul Keller Lee R. Kolb Arthur H. Kruse Mr. and Mrs. Maurice J. Lazar Mr. and Mrs. Edward D. Lynde Andrew P. Martin Mr. and Mrs. C. W. Middleton Alex Miller Galen Miller John S. Millis Mr. and Mrs. Wilson H. Moriarty Herman Moss David and Inez Myers Foundation Mrs. Donald S. McBride

Mr. and Mrs. Kelvin Smith Norman F. Smith David W. Swetland Mrs. C. M. Taylor Amos Burt Thompson Towmotor Foundation Mr. and Mrs. James J. Tracy, Jr.

Mr. and Mrs. William C. Treuhaft Ralph S. Tyler, Jr. Winifred E. Water James A. Weeks Mr. and Mrs. S. Burns Weston Parker C. Williams Ben D. Zevin Henry L. Zucker

The Daniel E. Morgan Memorial Fund, with a value of $1,648.43 was established by a gift from the Daniel E. Morgan Memorial Foundation, a voluntary organization set up to commemorate the late Judge and former City Manager of Cleveland. Income is desigÂ nated for the purchase of books as an annual award for students of Daniel E. Morgan Elementary School. The Katyruth Strieker Fraley Memorial was created with $1,510 in gifts from 80 donors. The late Mrs. Fred W. Fraley, Jr., a Shaker Heights resident, had been interested in a number of philanthropic activities. Following are donors to the Fraley Memorial: Mrs. Beulah B. Mitchell Holden Mitchell Mr. and Mrs. Howard F. Nixon Dr. H. D. Piercy Mrs. Karl Reichert Mr. and Mrs. William T. Robbins Mr. and Mrs. Walter R. Roberts Mrs. William Schneider Rev. and Mrs. William Schneider Marguerite Sorg Mr. and Mrs. Walter Sorg Frances Sorg Mr. and Mrs. Walter T. Sorg, Jr. Mr. and Mrs. Mihail Stolarevsky Mr. and Mrs. Donovan Taze Kathleen C. Taze Mr. and Mrs. Thomas H. Taylor Mrs. Thomas H. Taylor, Jr. Mr. and Mrs. Richard P. Wallis David H. Warshawsky Mr. and Mrs. James H. Weaver, Jr. Mr. and Mrs. E. Clare Weber Mr. and Mrs. Robert B. Wick Mr. and Mrs. John H. Wilharm Charles P. Wilson, Jr. Mrs. Genette W. Young

Mr. and Mrs. Glenn L. Anderson Mr. and Mrs. John P. Beaumont Paul G. Benedum Mr. and Mrs. David L. Berry Hy Brown Robert C. Casto Mr. and Mrs. Henry Chisholm III Edwin H. Cox family Mr. and Mrs. Merrill Cox Mr. and Mrs. William Cullen Miss Nancy E. Dawson Mr. and Mrs. Philip D â&#x20AC;&#x2122;Huc Dressier George Durham Fred W. Fraley, Jr. Fred W. Fraley III Mrs. Gregory Miller Gaudio Herbert H. Harwood, Jr. Mr. and Mrs. Edward Helm Mr. and Mrs. Clayton M. Holt Mr. and Mrs. Robert B. Houghton J. Kimball Johnson James K. Johnson, Jr. Mr. and Mrs. Fred C. Koch Mr. and Mrs. John P. Kuhn Mr. and Mrs. William H. McConnell Mr. and Mrs. Frederick T. McGuire,Jr.

This view of the new CLEVELAND FOUNDATION LIBRARY, established in cooperation with the Foundation Library Center of New York, shows some of the volumes available on philanthropy and foundations. The library is located adjacent to the Foundation office and is open to the public.

Gifts in memory of Miss Florence Hamilton and of Jessie Loyd Tarr were made by Mrs. Louise B. Cobb. The Frederick R. and Bertha Specht Mautz Scholarship Fund was increased to $12,000 by an additional gift from Dr. and Mrs. M autz, the creators of this fund. An addition of $995.18 was made to the Thomas Burnham Memorial from a trust established by Mrs. Marie Louise Gollan and Dr. Edward A. Yurick again added to the fund which he established some years ago. The Cornelia Blakemore Warner Fund was increased by a $63,400 gift from Miss Emily B. Anthony and the Cleveland Center on Alco足 holism Fund was increased by a $5,000 gift from the Hankins Founda足 tion. The Winifred Fryer Memorial was also increased by $100 in several gifts from Judge M ary B. Grossman as well as from Mrs. Bertha Hanscom.

The Society National Bank of Cleveland launched its Combined Fund in April 1960 by adoption of the Foundation Declaration of Trust by its Board of Directors. Two initial gifts of $500 were made to the fund, one by M r. and Mrs. Harold T. Clark and the other by the bank’s Board. The 110 separate memorial or special purpose funds which comprise the $708,558 in assets of the Combined Fund at the several trustee banks are set forth under Financial Statements later in this Report. Each memorial retains its identity and purpose, the various gifts being commingled for greater efficiency in the investment of the capital. The establishment of a memorial or special purpose fund is a simple procedure and can be accomplished with a modest gift. The trustee banks and the staff of the Foundation are happy to answer questions about the creation of memorial or other funds.

CLEVELAND FOUNDATION LIBRARY ESTABLISHED Although the event occurred after the close of the year covered by this Report, the opening on February 13, 1961 of the Cleveland Foundation Library at 1241 Union Commerce Building merits special notice. The new Library was established in cooperation with The Foundation Library Center of New York City as a source of reference on foundations and trusts which are concerned with various fields of philanthropy. It is expected that the Library will be particularly useful to attorneys, trust officers and philanthropically inclined persons who desire information about foundations, both local and national. D ata concerning Greater Cleveland’s health, education, social welfare and civic institutions are also available. The furnishing and opening of the Library was made possible by a gift from a donor who desires to remain anonymous. A group of civic leaders participated in the dedication ceremonies, including Cleve land’s M ayor Anthony J. Celebrezze and F. Emerson Andrews of New York City who is Director of The Foundation Library Center. Reference materials for the Library will be obtained from the existing collection of the Cleveland Foundation and from other sources includ ing The Library Center which has designated the new Library as one of its regional depositories.

POLICIES AND PROCEDURES As is true of most philanthropic foundations, many more requests for assistance are received than can be given favorable consideration because of the Foundation’s limited income. Requests are also re ceived from organizations which do not realize that the Cleveland Foundation, like most community trusts, is limited geographically to the Greater Cleveland area in use of its unrestricted income. Last year approximately one-half of the requests subm itted to the Founda tion were declined. Of these, twenty-five originated from outside the Cleveland area including three from foreign countries. Judge Roy F. McMahon assigns the legal defense of an indigent defendant to Legal Aid Defender Merle M. McCurdy. The Defender’s office of the LEGAL AID SOCIETY was established with a $100,000 grant from the Foundation.

Although the Foundation contributes to a wide range of philan thropic programs, grants from unrestricted income are not ordinarily made for religious purposes, for endowment, for operating budgets or annual campaigns of organizations. “Travel and study” type grants are outside of present policy as are grants for the writing and publish ing of books except as these may result from research projects sup ported by the Foundation. The Foundation has traditionally given preference to assistance of the demonstration and pioneering type of project for a limited period of time. The Distribution Committee usually meets monthly through out the year to consider written applications for grants which should be subm itted in sextuplicate. ★ ★ ★

Inquiries are welcomed at the Foundation office from anyone desiring more information about grants made; and from those who may wish to establish trusts, bequests or memorials with the Founda tion as a means of carrying out their philanthropic desires. The Distribution Committee E l l w o o d H. F i s h e r , Chairman M r s. R oyal F ir m a n , J r. J o h n A. G r e e n e K e n t H. S m i t h J o h n C. V i r d e n J. K im b a l l J o h n so n

Director and Secretary

April, 1961

FINANCIAL STATEMENTS Taken from Report o f Exam ination b y Ernst & Ernst, C ertifie d Public Accountants, fu ll repo rt bein g a va ila b le fo r inspection.

Statement of Receipts andDisbursements for 1960 Unexpended balances, January 1,1960 REC EIPTS Endowment income from Trustees $1,507,164.96 Income from other sources 14,149.00 Total Receipts DISBURSEM ENTS By trustee banks: Fees $37,732.20 Bond and real estate amortization, other 37,664.22 $ 75,396.42 By Distribution Committee: For charitable and educational purposes: Aesthetics 16,433.66 Care of the Aged 52,986.92 36,166.52 Child care Civic development 37,500.00 Education including scholarships 449,091.47 Health, medical research 135,685.95 Hospitals 199,519.53 Neighborhood and family services 258,520.41 Recreation and character building 56,835.83 Rehabilitation 65,659.43 United Appeal 36,852.12 Miscellaneous welfare programs 3,332.54 1,348,584.38* For administrative purposes 42,275.22 Total Disbursements Unexpended balances, December 31, 1960

$ 422,652.43 1,521,313.96 $1,943,966.39

1,466,256.02 $ 477,710.37**

^Includes $4,534.00 from principal. **Composed of fund balances which were substantially encumbered or not avail足 able for use until after December 31, 1960.

ASSETS

Endowment o f the Foundation with p rincipal value o f the

funds held

b y the Trustee Banks at b o o k o r carrying value as o f Decem ber 31, 1960.

W alter C. and Lucy I. Astrup Fund $ 83,746 Sophie Auerbach Fund* 171,783 The Frederic M. and N ettie E. Backus Memorial Fund 1,938,078 W alter C. and Fannie W hite Baker Fund 4,767 Lilian H anna Baldwin Fund 8,652 83,186 Cornelia W. Beardslee Fund 633,708 Jam es C. Beardslee Fund The Dr. H am ilton Fisk Biggar Fund 93,786 7,305 K atherine Bohm Fund 1,505,202 The George H. Boyd Fund* 24,344 Gertrude H. Britton, Katharine H. Perkins Fund 6,896 Katherine Ward Burrell Fund 75,059 The M artha B. Carlisle M emorial Fund 5,071 The Central High School Endowm ent Fund 2,103,440 The Fred H. Chapin M emorial Fund* 6,563 J. E. G. Clark Fund 82,622 Cleveland Recreational Arts Fund 68,321 Caroline E. Coit Fund 4,990,995 A. E. Convers Fund* 3,316,758 Harry Coulby Fund No. 1 788,773 Harry Coulby Fund No. 2* 103,813 Jacob D. Cox Fund 51,045 S. H oughton Cox Fund* 668,304 Henry G. Dalton Fund 277,425 Alice McHardy Dye Fund 69,137 Dr. Frank Carl Felix and Flora Webster Felix Fund* 43,435 Fisher Fund The Fannie Pitcairn Frackelton and David W. Frackelton Fund 13,200 20,248 Robert J. Frackelton Fund 49,597 The George Freem an Charity Fund 216,013 Frederic H. G ates Fund 465,714 The W illiam F. and Anna Lawrence Gibbons Fund* 49,712 Frederick Harris Goff Fund 1,684,340 The Eugene S. and Blanche R. Halle Memorial Fund 1,084,180 The Lynn J. and Eva D. Ham m ond M emorial Fund* 248,547 Leonard C. H anna Jr. Fund 221,280 Leonard C. H anna Jr. Fund No. 2 38,255 The Kate Hanna Harvey M emorial Fund M elville H. Haskell, Mary H. Hunter, Gertrude H. Britton, 90,819 Katharine H. Perkins Fund 9,985 George Halle Hays Fund 8,122 The Hiram House Fund 5,771 The Jacob H irtenstein Fund

$ 23,598 The A. W. H urlbut Fund 5,000 Caroline Bonnell Jones Fund 15,943 Jam es S. Jordan Fund 62,925 Adrian D. Joyce Fund 494,456 The Frederick W. and H enryett Slocum Judd Fund 1,003,508 Karamu House Trust 346,812 Elroy J. and Fynette H. Kulas Fund 115,721 Robert M. Linney Fund* 1,012 Ella L. Lowman Fund 79,888 Henry M. Lucas Fund 313,966 Clem ens W. Lundoff and Hilda T. Lundoff Fund 26,010 Frank J. Lynch Fund* 148,312 Nellie Lynch Fund 120,025 Alice Keith M ather Fund 5,159 The Ellen E. McCreary Memorial Fund The George W. and Sarah McGuire Fund 34,885 The Albert Younglove Meriam and Kathryn A. M eriam Fund 20,485 5,000 Alice Butts M etcalf Fund Anna B. Minzer Fund 14,105 68,028 Cornelia S. Moore Fund* 40,148 E. Freeman Mould Fund The Crispin and Kate Oglebay Trust* 1,775,596 Mary King Osborn Fund 4,921 W illiam P. Palmer Fund 26,101 The Dr. Charles B. Parker M emorial Fund* 334,361 Douglas Perkins Fund 91,291 Walter D. Price Fund* 17,442 W illiam H. Price Fund 31,628 The Retreat Memorial Fund 93,509 Charles L. Richm an Fund 95,167 Nathan G. Richm an Fund 19,314 Alice M. Rockefeller Fund 124,432 Charles F. Ruby Fund 134,566 The Mary Coit Sanford Memorial Fund 4,004 Mary Coit Sanford Fund 40,251 Frank S. Sheets and Alberta G. Sheets Memorial Fund 19,893 The A. H. and Julia W. Shunk Fund 92,093 The Thom as and Anna Sidlo Fund 289,797 The Nellie B. Snavely Fund 524,632 A. L. Somers Fund 140,580 W illiam J. Southworth Fund* 421,262 Dr. George P. Soyer Fund 15,075 Marion R. Spellm an Fund 10,825 Josephine L. Sperry Fund 2,371 Ada Gates Stevens Memorial Fund 23,762 Charles L. and Marion H. Stone Fund 56,282 Maybelle G. and Finton L. Torrence Fund 83,225

This pre-school child is producing speech sounds after many months of intensive language therapy at the CLEVELAND HEARING AND SPEECH CENTER. Three year support of this program on language disorders is being provided by the Foundation.

Charles F. Uhl Fund Jessie MacDonald Walker Memorial Fund Mabel Breckenridge Wason Fund* George B. and Edith S. Wheeler Trust Edward Loder W hittem ore Fund Jam es D. W illiam son Fund The George H., Charles E., and Sam uel Denny Wilson M emorial Fund David C. W right M emorial Fund Cleveland Foundation Combined Fund TOTAL ALL FUNDS

1,108 42,566 478,317 262,973 25,684 5,430 161,311 129,617 708,557 $30,650,926

*These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to payment of the balance of the income to the Founda足 tion. In 1960 the Cleveland Foundation received 67.7% of the aggregate income of the several funds. Ultimately, it will receive the entire net income.

CLEVELAND FOUNDATION COMBINED FUND More than 1400 donors have contributed to the Combined Fund which is made up of the following memorials and other gifts: MEMORIAL FUNDS Eunice Westfall Allen A. R. Horr Samuel Westfall Allen Joseph C. Hostetler Lydia May Ames Minerva B. Johnson Leonard P. Ayres Dr. Emanuel Klaus A. D. Baldwin Estelle C. Koch Scholarship Robert K. Beck Beulah Holden Bluim George A. and Mary E. Marten Nap. H. Boynton John Harris McBride II Alva Bradley Malcolm L. McBride Charles F. Buescher Thomas McCauslen Thomas Burnham Emma E. McDonald Elizabeth A. Burton Anna Curtis M cNutt Emma B. Minch Leyton E. Carter John A. Mitchell and Blanche G. Fred H. Chapin Mitchell Arthur Cobb Harry F. Miter Arthur Cobb, Jr. Daniel E. Morgan Florence Haney Cobb Harlan H. Newell Mary Gaylord Cobb Percy Wells Cobb Ethelwyne Walton Osborn Judge Alva R. Corlett Jacob D. Cox, Jr. Erla Schlather Parker Wilbur S. Crowell, M.D. Mary Dunham Prescott Glen A. Cutler George F. Quinn Memorial Scholarship Magdalene P. Donahey Omar S. Ranney James J. Doyle and Minerva P. Ridley Lillian Herron Doyle Scholarship Edward L. Rosenfeld and Bertha M. Rosenfeld Kristian Eilertsen Arthur H. Seibig Katyruth Strieker Fraley Memorial Dr. Thomas Shupe Frances B. and George W. Ford Meade A. Spencer Winifred Fryer Belle Bierce Stair Nellie Steele Stewart Ellen Gardner Gilmore Joseph T. Sweeny Frances S. Goff Jessie Loyd Tarr James L. Greene Elizabeth Bebout Taylor Bell Greve M ary J. Tewksbury Isador Grossman Amos Burt and Jeanne L. Thompson Jessie Haig Allison John Thompson Florence Hamilton Maud Kerruish Towson James W. Havighurst Memorial Cornelia Blakemore Warner Scholarship Stanley H. Watson Lewis Howard Hayden and Frank Walter Weide Lulu May Hayden Caroline Briggs Welch Iva L. Herl Lucius J. and Jennie C. Wheeler Siegmund and Bertha B. Herzog Elliott H. Whitlock Cora Millet Holden Mary C. Whitney Guerdon S. Holden Dr. John Woodford Holloway Cleveland War Memorial

The renowned CLEVELAND ORCHESTRA receives annual operating support from the Thomas and Anna Sidlo Fund and the Recreational Arts Fund of the Foundation.

OTHER GIFTS TO THE COMBINED FUND Highland View Hospital Brigham Britton Employees Fund Carmela Cafarelli George H. Lapham George S. Case Dr. and Mrs. Robert H. Lechner Mrs. William D. Chamberlin Mr. and Mrs. Harold T. Clark Frederick R. and Bertha Specht 1948 Classes of Cleveland Heights Mautz Scholarship Fund High School John R. May Cleveland Center on Alcoholism Cleveland Conference for The National City Bank Educational Cooperation Andrew T. Roskos, M.D. Cleveland Psychoanalytic Society M ary B. Couch Social Work Scholarship Fund Society National Bank of Cleveland Arthur Feher I. F. Freiberger Mr. and Mrs. Charles Farrand Taplin Edward A. Yurick, M.D. F. H. Haserot

GRANTS—1960 Academy of M edicine of Cleveland To operate a Poison Information Center, fourth year support Aid for Elderly Citizens Maintenance and hospital care for elderly individuals Alta Social Settlem ent To augment neighborhood services Baldwin-W allace College For Science Building Fund, second payment on a three-year grant Operating support* Bellevue Hospital, Bellevue, Ohio Operating support* Julie Billiart School for Exceptional Children For classrooms, kitchen and fire escape equipment Brentwood Hospital For the building program Beech Brook Operating support from three funds* Capital University, Columbus, Ohio For scholarships* Case Institute of Technology For the building fund, second payment on three-year grant To augment professors’ salaries* Catholic Youth Service Bureau Advanced training for caseworkers Central School of Practical Nursing For remodeling office Chagrin Falls Park Com m unity Center For road improvement Children’s Aid Society To expand treatment for emotionally disturbed children To strengthen teaching program To provide additional cottage parents For the building fund Children’s Services Special services for children Operating support* Circle Workshop, Inc. Expanded services for the mentally retarded Operating support *Payments designated by donors.

$ 7,000.00 43,787.55 7,800.00 ,

10 000.00

3,023.21 1,224.26

12,500.00 20 , 000.00

15,191.22 165.36 20,000.00

5,767.09 400.00 1,500.00

5,000.00 10.400.00 8.560.00 9.925.00 12.500.00 121.37 129.32 8,500.00 45.08

Cleveland Center on Alcoholism Final payment on five-year grant for operating purposes Operating support* Cleveland Com m ission on Higher Education Operating support, second year Cleveland Council of Camp Fire Girls, Inc. New camping facilities, second payment on two-year grant Cleveland Developm ent Foundation Operating support, final payment on three-year grant Cleveland Girl Scout Council To develop swimming area Cleveland Hearing and Speech Center To employ an electronic maintenance worker In support of a program on diagnosis and treatment of language disorders, first payment on three-year grant Cleveland Institute of Art For production of a recruiting film Scholarships* *Payments designated by donors.

$ 15,000.00 122.07 10,000.00 5,000.00 25,000.00 5,000.00 2,500.00 8 ,000.00 3,500.00 534.60

Cleveland Institute of M usic For building fund, second payment on three-year grant Cleveland M ental Health Association To increase staff Cleveland M etropolitan General Hospital To publish a monograph on child life and education Nurse award* Cleveland M useum of Art Operating support from two funds* Cleveland M useum of Natural History For planetarium program* Cleveland M usic School Settlem ent Operating support for West Side branch, third payment on three-year grant For building repairs Cleveland Play House Support of childrenâ&#x20AC;&#x2122;s programs* Operating support* Cleveland Police Departm ent To Juvenile Bureau for prevention of delinquency* Cleveland Public Library Library services to handicapped persons in their homes from two funds* Library services for crippled children Cleveland Society for the Blind Friendly Visiting Program Operating support* Reading services for elderly people Cleveland Zoological Park Operating support* Cuyahoga County Welfare Departm ent Household equipment and clothing for families of widows with dependent children To provide camping for children Vocational opportunities for children Day Nursery Association of Cleveland Operating support* For building fund Dorcas Home Operating support* East End Neighborhood House To enlarge garage To purchase food containers for "meals on wheelsâ&#x20AC;? service Educational Research Council of Greater Cleveland To provide research services for primary and secondary schools, second year support

$ 10,000.00 3,500.00 2,944.06 194.01 5,145.72 600.00 1,678.00 5,000.00 600.00 322.11 187.63 28,327.59 2,209.14 4,530.00 5,766.25 41.24 600.00 3,369.12 2,300.00 462.78 1,000.00 2,000.00 1,224.26 1,000.00 440.00 75,000.00

To change the lonely world of an insecure, disturbed child requires the help of a skilled psychiatric team of doctors, caseworkers and teachers. Foundation grants of $41,385 continued support in 1960 of this work at the CHILDREN'S AID SOCIETY.

Euclid-Glenville Hospital

For the building program Fairview Park H ospital Maintenance of a bed* Fam ily Health Association Support of an educational program on epilepsy Fam ily Service Association For building program Support of operating budget* Homemaker service* Fenn College For the building fund, second payment on three-year grant Foundation Developm ent Garden Center of Greater Cleveland Support of library* Wm. N. Gates M emorial Hospital, Elyria,Ohio Maintenance of a bed for children* Goodrich Social Settlem ent For extension of services in Hough Area, second payment on two-year grant Extension of services in East 81st Street Area, second payment on two-year grant Highland View Cuyahoga County Hospital Recreation services for employes* Hiram House Camp For the building program, first payment ontwo-year grant Operating support*

$ 2,500.00 375.29 6,000.00 15,000.00 1,542.53 2,000.00 13,333.00 366.23 300.00 1,200.00 10,000.00

16,500,00 265.86 10,000.00 559.08

These neighbors work to maintain the high residential standards of their Ludlow Area. A grant was made to the LUDLOW COMMUNITY A SSO C IA Â TION to assist its educational program in this bi-racial neighborhood.

Homecrafters Shop For installation of a new furnace Ho-M ita-Koda Camp To replace sanitary system Jewish Childrenâ&#x20AC;&#x2122;s Bureau Services for unmarried mothers, second payment on three-year grant Jewish C om m unity Centers Building fund, second payment on two-year grant Jewish Day Nursery For building program Jewish Fam ily Service Association Demonstration program in child health through early parent guidance, partial payment on two-year grant Jewish Vocational Services For psychiatric consulting services, second payment on three-year grant New office furniture and equipment John Carroll University For library building fund, second payment on three-year grant Scholarship* Jones Home For recreational and educational needs of children* Karamu House Operating support* Kenyon College Operating support* Lake Erie College Operating support* Legal Aid Society First payment on a four-year grant to establish a Legal Aid Defender service Little Sisters of the Poor Operating support* Ludlow C om m unity Association To promote educational program in bi-racial neighborhood Lutheran Home for the Aged To establish a social service department, second payment on three-year grant Lutheran Hospital Nurse award* Maple Heights Departm ent of Recreation To provide uniforms for midget hockey league *Payments designated by donors.

$ 1,014.39 8.132.00 4.000.00 5.000.00 5.000.00

2 000.00

1 , 000.00

5.000.00 10 , 000.00

407.70 5,476.43

39,633.47 4,076.52 159.26 40,000.00 216.93 7.500.00 5.000.00 625.10 1.500.00

M aternal Health Association Operating support from three funds* Montefiore Home For training in use of hearing aids Morgan School Student awards* M ount Sinai Hospital To enlarge the Department of Ophthalmology and conduct research on the causes of blindness, first payment on five-year grant For the building program M usical Arts Association Operating support* For childrenâ&#x20AC;&#x2122;s concerts* National Council on C om m unity Foundations Support of community trust program Neighborhood Settlem ent Association To extend services of: Glenville Neighborhood and Community Center League Park Center Longwood Area Mount Pleasant Community Council University Settlement Study of programs *Payments designated by donors.

$ 4,285.45 2,500.00 31.15

5,500.00 5,000.00 7,865.83 1,200.00 1,852.20 5,200.00 13,700.00 4,788.00 10,044.00 7,000.00 3,000.00

Notre Dame College

For building program Oglebay Institute Operating support of educational and recreational program* Parma C om m unity General Hospital For equipment Parmadale Operating support* Phillis W heatley Association For an elevator Benjam in Rose Institute For the nursing home building fund For the out-patient department at the Benjamin Rose Hospital, first payment on three-year grant St. John’s H ospital Operating support* St. Luke’s Hospital For cancer research St. Vincent Charity Hospital For heart research Maintenance of a bed* Salvation Army For building fund, second payment on three-year grant For special study at Yale Summer Course on Alcoholism Operating support* Scholarships Aid of college students, largely at the undergraduate level Society for Crippled Children of Cleveland Operating support* Society of St. Vincent de Paul Operating support* Three-Corner-Round Packoutfit, Inc. Camping program for boys* United Appeal of Greater Cleveland Contributions from 12 funds for operating support* University Circle Developm ent Foundation Support of Festival of Music University Hospitals of Cleveland Conference expenses for surgeons* Operating support—Lakeside Hospital* Operating support—M aternity Hospital* Operating support—Rainbow Hospital* Training program for social workers and pyschologists *Payments designated by donors.

$ 7,500.00 32,539.10 20 , 000.00 216.93 7.500.00 ,

10 000.00

5.000.00 2,954.86 5.000.00 1.610.00 375.29 5.000.00 400.00 4,766.26 44,960.84 2,992.28 216.94 1,627.07 36,852.12

1 000.00

432.49 116,195.44 2,190.34 542.53 7,000.00

Beforeâ&#x20AC;&#x201D; and after in preserving valuable manuscripts under a grant to the WESTERN RESERVE HISTORICAL SOCIETY.

The Urban League Housing services for negroes For workshop in vocational counseling Ursuline College Scholarship* Visiting Nurse Association Demonstration home care program, first payment on two-year grant Operating support* Vocational Guidance and R ehabilitation Services First payment on a two-year grant for building program Welfare Federation of Cleveland To establish a new program in the Hough Area, first payment on $106,200 grant Foster home recruiting service Operating support from two funds* W estern Reserve Historical Society First payment on a three-year grant to catalogue manuscripts W estern Reserve University Adelbert College, operating support* Backus Law School, operating support* Biological research, Valleevue Farm* Cancer research Fellowship program, School of Medicine* Diagnostic Center for study of mental development in children, third payment on five-year grant Graduate School, operating support* Flora Stone M ather College, scholarship* Libraryâ&#x20AC;&#x201D;Electronic Searching Selector Physiological psychology research laboratory equipment Science Center Building Fund, second payment on three-year grant

$ 8,000.00 850.00 407.69 20 , 000.00 500.00 12,500.00

20,700.00 2,975.00 1,114.11 6,700.00 1,966.48 1,966.47 8,054.25 5,000.00 24,162.74 30,000.00 53,570.23 542.53 10,000.00 8,185.00 15,000.00

Continued on next page

*Payments designated by donors.

To enlarge its Department of Ophthalmology and support research on the causes of blindness over a five-year period, the Foundation in 1960 made a grant of $27,500 to MOUNT SINAI HOSPITAL.

W estern Reserve University (continued) School of Applied Social Sciences Research Bureau, first payment on four-year grant $ 20,000.00 Visiting lecturers for Department of Biology, second payment on two-year grant 2 , 000.00 University operating support* 10,957.02 Young M enâ&#x20AC;&#x2122;s Christian Association 10, 000.00 Extension of services in Lee-Miles Area, final payment on two-year grant Young W om enâ&#x20AC;&#x2122;s Christian Association For operating in Collinwood Area, second payment of three-year grant 12 , 000.00 Operating support* 1,215.66 Youth Service Operating support of Magnolia Hall for teenage girls 7,120.00 For equipment (from income of the John R. Raible Foundation, allocated by the Distribution Committee of the Cleveland Foundation) 1,936.25 Total of Grants Paid $1,348,584.38 *Payments designated by donors.

DESCRIPTION OF FOUNDATION FUNDS The ninety-eight funds which constituted the Foundation’s active endowment at the end of 1960 are made up of gifts of generous donors who, in most instances, were, or are, residents of Cleveland or vicinity. Following is a brief statement concerning each fund with the principal shown in terms of the banks’ carrying values as of December 31, 1960. Walter C. and Lucy I. Astrup Fund—$83,746 Established by living trust agreement by and between Walter C. Astrup, Lucy I. Astrup and Central National Bank, trustee, in December 1948. The donors expressed the desire that income be made available to the Jones Home for Friendless Childrerv of Cleveland, Ohio. Sophie Auerbach Fund—$171,783 By will of the late Sophie Auerbach, after payment of certain annuities, her residuary estate was left to the Foundation. She expressed the desire that prefer ence be given to scholarships for young men and women and that the Jewish people and charities receive their fair and just proportion of the income. Trustee, The Cleveland Trust Company. Effective in 1952. The Frederic M. and N ettie E. Backus Memorial Fund—$1,938,078 This fund became effective in 1946 under a trust agreement by the late Bertha E. Backus Hale, as a memorial to her mother and father. The donor placed no re strictions or designations upon use of income from the trust. Trustee, The National City Bank of Cleveland. Walter C. and Fannie W hite Baker Fund—$4,767 Established by the late Mr. and Mrs. Baker under a trust agreement with The Cleveland Trust Company, income from this unrestricted fund first became available in 1960. Lilian Hanna Baldwin Fund—$8,652 Lilian Hanna Baldwin provided in her will that 1/ 10th of her residual estate be made available for the Foundation, income therefrom to be distributed to the Cleveland Community Fund. Trustee, The National City Bank of Cleveland. Effective in 1951. Cornelia W. Beardslee Fund—$83,186 Established by testamentary trust effective in 1945. Trustee, The Cleveland Trust Company. Jam es C. Beardslee Fund—$633,708 James C. Beardslee, in his will, empowered his wife, Cornelia W. Beardslee, to make disposition of a testamentary trust estate created by him. Mrs. Beardslee, acting under such power, made various bequests and provided that the remainder of the estate should be held in trust by The Cleveland Trust Company for the Cleveland Foundation. Effective in 1942. Mrs. Beardslee provided, in the case of both trusts, that a certain amount should first be paid annually to the Cleveland Community Fund, and that of the remainder of the income, one-third be used for the aid of widows with dependent children resident in Cuyahoga County, one-third for aid of hospitals, and the other third be undesignated as to use. The Dr. H am ilton Fisk Biggar Fund—$93,786 Established by Dr. Hamilton Fisk Biggar under a trust agreement, the donor provided that three-fourths of the net income be used for one or more of three purposes: "the advancement of medical science, assistance of young men or women in procuring a medical education, or the relief from time to time of hospitals or similar institutions.” Trustee, The Cleveland Trust Company. Effective since 1927.

A $20,000 grant from the Foundation will help bring to completion this new Main Lodge for underprivileged children at HIRAM HOUSE CAMP-

Katherine Bohm Fund—$7,305 Established by will of Katherine Bohm, income has been available for use with out restriction since 1941. Trustee, The Cleveland Trust Company. George H. Boyd Fund—$1,505,202 George H. Boyd, of Sharon, Pennsylvania, under a trust agreement made his residuary estate available for the Foundation. He provided that, subject to certain life uses, one-fourth of the net income from the fund might be used for assisting young men and women in obtaining an education at Western Reserve University or elsewhere, the remainder of the income being designated for Western Reserve University as may be determined by the Foundation Committee and officers of the University. Trustee, The Cleveland Trust Company. Effective since 1927. Gertrude H. Britton, Katharine H. Perkins Fund—$24,344 Created by living trust, the donors expressed the desire that income be made available to the Maternal Health Association of Cleveland. Trustee, The National City Bank. Effective since 1937. Katherine Ward Burrell Fund—$6,896 This fund was created under a trust by the late Katherine Ward Burrell, who expressed the desire that income and/or principal be distributed to the Crime Prevention Bureau of the Division of Police of the City of Cleveland “for the purpose of aiding in preventing of delinquency and promoting development of good citizenship among boys living in the City of Cleveland, Ohio.” Trustee, The Cleveland Trust Company. Effective since 1946. The Martha B. Carlisle Memorial Fund—$75,059 Established in 1959 under the will of M artha B. Carlisle, three-fourths of the income is designated for The American National Red Cross and one-fourth for the Young Women’s Christian Association. Trustee, The Cleveland Trust Company. The Central High School Endowm ent Fund—$5,071 This fund, originally set up in 1922 by the Diamond Jubilee Committee of Central High School, was turned over to the Foundation in 1953 in accordance with the terms of a trust agreement after Central High School went out of exist ence. The purpose of the fund is to enable high school pupils and graduates to obtain an education. Trustee, The Cleveland Trust Company. Income effective in 1956. The Fred H. Chapin Memorial Fund—$2,103,440 Created in 1959 under the will of the late Fred H. Chapin, income is available without restriction after the payment of one life interest. Trustee, The Cleveland Trust Company. J. E. G. Clark Fund—$6,563 Unrestricted income first received in 1958 under the will of J. E. G. Clark. Trustee, The Cleveland Trust Company. Cleveland Recreational Arts Fund—$82,622 Established by living trust agreement by a donor who wishes to be anonymous, it is a fund of unique character. Its primary purpose is to provide a means of procuring additional financial support for Cleveland’s cultural institutions, in cluding The Cleveland Museum of Art, The Musical Arts Association, The Play House, The Cleveland Museum of Natural History, The Garden Center, The Cleveland Zoological Park. It is the hope of the initial donor that as time goes on this fund will appeal to many donors, personal and corporate, who previously have not made gifts to any of Cleveland’s fine cultural institutions. Trustee, The National City Bank. Payments have been made from income and principal since 1953. Caroline E. Coit Fund—$68,321 By will of Caroline E. Coit the income of this fund is distributed: two-fifths to the Art Museum of Cleveland; two-fifths to the Welfare Federation of Cleveland; one-fifth to the Cleveland School of Art for scholarships. Trustee, The Cleveland Trust Company. Effective since 1937.

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Cleveland Foundation Combined Fund—$708,557 Cleveland Foundation Combined Fund, established at each of the five trustee banks, provides for the administration of gifts of varying amounts in a single trust at each bank for purposes of economy and efficiency. The names of the 110 memorial funds and commemorative gifts which have been deposited in the Combined Fund are listed on pages 20-21 of this report. The names of all donors to this Fund are permanently recorded in the records of the Foundation and of the trustee banks. As of December 31, 1960, 1,442 donors had made contributions to this Fund, their names being set forth in annual reports of the Foundation covering the years during which the gifts were received. In some instances donors have expressed preferences as to use of income for certain purposes and institutions. A. E. Convers Fund—$4,990,995 Established by trust agreement, A. E. Convers designated a number of annuitants as beneficiaries. The entire income of this, the largest fund of the Foundation, will ultimately be available for unrestricted purposes. A portion of the income initially became available for the Foundation in 1951. Trustee, The Cleveland Trust Company. Harry Coulby Fund No. 1—$3,316,758 Created under the will of the late Harry Coulby, the donor provided that onehalf of the net income be made available to Lakeside Hospital and one-half for the benefit of sick, crippled or needy children. Trustee, The Cleveland Trust Company. Effective since 1931. Harry Coulby Fund No. 2—$788,773 Established under trust agreement by Mr. Coulby, a portion of the income is presently paid to certain annuitants, the balance being available for use of the Foundation. Income is restricted to (1) curing and caring for sick and crippled needy children with the end in view of bettering the physical condition of such poor boys and girls, or (2) in affording and creating larger opportunity for am bitious, deserving and needy boys and girls to become useful citizens. Trustee, The Cleveland Trust Company. Effective since 1947. Jacob D. Cox Fund—$103,813 By trust agreement of Jacob D. Cox, income is to be used for the benefit of full professors at Case Institute of Technology so long as the school retains its separate identity. Trustee, The Cleveland Trust Company. Effective since 1930. S. H oughton Cox Fund—$51,045 Established by S. Houghton Cox, income from this fund, after payment of one annuity, has been available since 1946 for use without restriction. Trustee, The Cleveland Trust Company.

Henry G. Dalton Fund—$668,304 By will of Henry G. Dalton, it was provided that one-sixth portion of income be paid annually to each of the following: The Cleveland Museum of Art, Kenyon College, Lakeside Hospital, Western Reserve University, and from the remaining two-sixths a sum not to exceed $10,000 per annum to the Cleveland Community Fund and a sum not to exceed $2,000 per annum to Jones Home for Friendless Children. Trustee, The National City Bank. Effective since 1941. Alice McHardy Dye Fund—$277,425 By will of Mrs. Dye the income of this fund is distributed: one-third to the Cleveland Society for the Blind, to be known as the Emily Phillips Kincaid Memorial Fund; one-third to the Cleveland Protestant Orphan Asylum (Beech Brook) to be known as the Alice McHardy Dye Memorial Fund; and one-third to the Salvation Army. Income first received, 1956. Trustee, The Central National Bank. Dr. Frank Carl Felix and Flora Webster Felix Fund—$69,137 Under a trust agreement between the late Dr. Felix and The Cleveland Trust Company, after payment of certain life interests income is designated for BaldwinWallace College. Effective in 1960. Fisher Fund—$43,435 Established in 1957 by Ellwood H. Fisher, J. Britton Fisher, Harriet Fisher Chandler and George C. Fisher, income is to be used for capital needs of hospitals and colleges in Cuyahoga County and for group work agencies which are members of the Welfare Federation of Cleveland. Trustee, The Cleveland Trust Company. The Fannie Pitcairn Frackelton and David W. Frackelton Fund—$13,200 Established in 1954 by David W. Frackelton as a living trust. Income is to be devoted to (1) the benefit of aged men and women, (2) the treatment and benefit of persons afflicted with chronic alcoholism, (3) the benefit of the sick and/or hospitals. Trustee, The Cleveland Trust Company. Effective in 1955. Robert J. Frackelton Fund—$20,248 By will, Robert J. Frackelton established a fund for the Foundation with no restriction as to use of income. The fund was later augmented by his widow, Constance C. Frackelton. Trustee, The Cleveland Trust Company. Effective since 1941. The George Freeman Charity Fund—$49,597 The late Emma D. Freeman, through her will, established this fund in memory of her husband, George Freeman. The income is restricted for the benefit of

The bright, new office of JEW ISH VOCATIONAL SERVICES provides more efficient staff operations and raises the morale of persons coming to the agency for career guidance and placement. A Foundation grant helped to purchase modern equipment and furnishings.

poor children of the City of Cleveland. Trustee, The Cleveland Trust Company. Effective since 1930. Frederic H. Gates Fund—$216,013 Under the will of the late Frederic H. Gates, part of the income is to be devoted to the William N. Gates Memorial Hospital for Sick and Crippled Children at Elyria, Ohio. Trustee, The Cleveland Trust Company. Effective in 1929. The W illiam F. and Anna Lawrence Gibbons Fund—$465,714 Subject to certain life interests under the will of Anna L. Gibbons, income is used for general philanthropic purposes. Trustee, The Cleveland Trust Company. Effective in 1957. Frederick Harris Goff Fund—$49,712 This fund was established in 1926 as a memorial to Frederick Harris Goff, the originator of the Cleveland Foundation, the donors wishing to remain anonymous. Income is unrestricted as to use. Trustee, The Cleveland Trust Company. The Eugene S. and Blanche R. Halle Memorial Fund—$1,684,340 By will of Eugene S. Halle and augmented by a trust agreement executed by Mrs. Halle, this fund became effective in 1960. Principal is to be distributed by the end of a 25-year period. Certain organizations in which Mr. and Mrs. Halle had been interested are to be given preference in distributing income and principal with one-half for Jewish philanthropies. Certain attorneys for the Halle family are to be consulted in the selection of beneficiary agencies. Trustee, The Cleve land Trust Company. The Lynn J. and Eva D. Ham m ond Memorial Fund—$1,084,180 Lynn J. Hammond, by will, established this fund for the benefit of aged men and women. Trustee, The Cleveland Trust Company. Effective since 1942. Leonard C. H anna, Jr. Fund No. 1—$248,547 Established in 1958 under Mr. Hanna’s will, income is designated for the Cleveland Community Fund. Trustee, The National City Bank. Leonard C. Hanna, Jr. Fund No. 2—$221,280 By trust agreement in 1960 with The National City Bank, this fund was created by action of the Trustees of the Leonard C. Hanna, Jr. Fund (an Ohio corporation not for profit) with income designated for The United Appeal of Greater Cleveland. The Kate Hanna Harvey Memorial Fund—$38,255 This memorial fund was created by gifts of Elizabeth Ireland, R. Livingston Ireland, Jr., and Margaret Ireland. Income is designated for the Cleveland Community Fund and the Maternal Health Association. Trustee, The National City Bank. Effective since 1937. M elville H. Haskell, Mary H. Hunter, Gertrude H. Britton and Katharine H. Perkins Fund—$90,819 Created by living trust, the donors expressed the desire that income be divided upon a prescribed basis between the Cleveland Community Fund and the M ater nity Hospital of Cleveland, the latter designation of income being in honor of Gertrude H. Haskell. Trustee, The National City Bank. Effective since 1937. George Halle Hays Fund—$9,985 This unrestricted fund was established in 1960 under the will of George Halle Hays. Trustee, The Cleveland Trust Company. The Hiram House Fund—$8,122 This fund was formed by Trustees of The Hiram House who, in 1939, trans ferred to the trust certain gifts previously made for the benefit of that organiza tion. The trustees directed that income be paid to The Hiram House so long as it is effectively and efficiently serving the purposes set forth in the trust agreement. Trustee, The Cleveland Trust Company.

The Jacob H irtenstein Fund—$5,771 Mr. Hirtenstein, a resident of Chicago, left this bequest in 1929 without re striction on use of income. Trustee, The Cleveland Trust Company. The A. W. Hurlbut Fund—$23,598 This fund was established by Frances A. Gorham under a trust agreement as a memorial to the donor's father. Income, unrestricted as to use, has been effective since 1944. Trustee, The Cleveland Trust Company. Caroline Bonnell Jones Fund—$5,000 Established under the will of the late Caroline Bonnell Jones with income re stricted to charitable institutions maintained for the benefit of children. Trustee, The National City Bank. Effective since 1951. Jam es S. Jordan Fund—$15,943 Created in 1941 under the will of James S. Jordan who requested that consulta tion be had with certain Catholic authorities as to use of income with the further request that preference be given to the Society of St. Vincent de Paul of the Diocese of Cleveland, the Little Sisters of the Poor, and to Parmadale Children’s Village of St. Vincent de Paul in Parma, Ohio. Trustee, The Cleveland Trust Company. Adrian D. Joyce Fund—$62,925 This fund was established in December, 1954, by the Board of the Adrian D. Joyce Foundation which transferred its assets to the Cleveland Foundation pur suant to the wishes of the late Adrian D. Joyce. Use of income is unrestricted. Trustee, The Cleveland Trust Company. The Frederick W. and Henryett Slocum Judd Fund—$494,456 This unique fund was established in 1940 under a trust agreement by the late Frederick W. Judd who provided that income be disbursed to the Cleveland Public Library “to enable it to extend its facilities to those who may be ill or in capacitated, and unable personally to come to its Main Library or branches.” Trustee, The Cleveland Trust Company. Karamu House Trust—$1,003,508 Established in 1959 by the Trustees of The Leonard C. Hanna, Jr. Fund under a trust agreement with The National City Bank, income is designated for Karamu House. Elroy J. and Fynette H. Kulas Fund—$346,812 Created in 1957 under a will and trust agreement by Mr. and Mrs. Kulas, eight-elevenths of the income is restricted to the needs of certain classes of aged persons and three-elevenths for the assistance of crippled or blind children. Trustee, The Cleveland Trust Company. Robert M. Linney Fund—$115,721 Under the will of Robert M. Linney, income from this trust is subject to certain life uses but otherwise available for the Foundation without restriction. Trustee, The Cleveland Trust Company. Effective since 1929. Ella L. Lowman Fund—$1,012 5 The donor, Ella L. Lowman, expressed in her will the desire that income be made available to institutions caring for needy children. Trustee, The Cleveland Trust Company. Effective since 1939. Henry M. Lucas Fund—$79,888 By trust agreement Henry M. Lucas expressed the desire that income be used for “assistance of hospitals, homes for aged and infirm, and especially to aid or assist measures or agencies” contributing to the welfare of children to prepare them to become worthy and useful citizens. Trustee, The Cleveland Trust Com pany. Effective in 1951.

Biological research af WEST ERN RESERVE UNIVERSITY'S VALLEEVUE FARM receives an nual support from the Crispin and Kate Oglebay Trust. Here Dr. Norman A. Alldridge ad justs the Warburg apparatus to measure the respiration rate of plant tissue.

Clem ens W. Lundoff and Hilda T. Lundoff Fund—$313,966 Established by Mrs. Lundoff under a trust agreement with The National City Bank, this fund is not restricted as to purpose. Income first received, 1956. Frank J. Lynch Fund—$26,010 Under the will of Frank J. Lynch, income is available without restriction after the payment of certain life interests. Trustee, The Cleveland Trust Company. Nellie Lynch Fund—$148,312 By will of Nellie Lynch, income has been used since 1958 for research or for assistance of persons suffering from cancer, heart disease, diabetes and blindness. Trustee, The National City Bank. Alice Keith M ather Fund—$120,025 Alice Keith M ather directed in her will that income be expended for the purpose of cancer research. Trustee, The Cleveland Trust Company. Effective since 1951. The Ellen E. McCreary Memorial Fund—$5,159 Created in 1937 pursuant to action of the Common Pleas Court of Cuyahoga County whereby certain assets of The Retreat were transferred to establish the fund, income is available for the Foundation without specific designation as to use. Trustee, The Cleveland Trust Company. The George W. and Sarah McGuire Fund—$34,885 This fund was established as the result of a settlement agreement in 1928 after the death of Sarah McGuire. Income is available without specific designation. Trustee, The Cleveland Trust Company. The Albert Younglove Meriam and Kathryn A. Meriam Fund—$20,485 Established under the will of Albert Meriam in 1956 and augmented by memo rial gifts of friends and relatives, this fund is not restricted as to purpose. Trustee, The Cleveland Trust Company. Alice B utts M etcalf Fund—$5,000 Created by will of Alice Butts Metcalf in 1946, this fund is designated for the Cleveland Humane Society, now Children’s Services. Trustee, The Cleveland Trust Company.

Anna B. Minzer Fund—$14,105 Established by will of Anna B. Minzer in 1955, the donor expressed the prefer ence for “assistance of crippled children or of aiding promising children who are in need of assistance in procuring an education.” Trustee, The Cleveland Trust Company. Cornelia S. Moore Fund—$68,028 Established by will of Cornelia S. Moore in 1937, after payment to one annuitant, income is divided equally between Dorcas Invalids Home of Cleveland and Bellevue Hospital, Bellevue, Ohio. Trustee, The Cleveland Trust Company. E. Freem an Mould Fund—$40,148 Under a trust agreement between Mr. Mould and The Cleveland Trust Com pany, this unrestricted fund became effective in 1959. The Crispin and Kate Oglebay Trust—$1,775,596 Established by will of Crispin Oglebay in 1951, who provided that one-half of the income may be used for the support of cultural and educational activities conducted at Oglebay Park near Wheeling, West Virginia; and one-half of the income may be used for Western Reserve University, three-fourths of such share for use by its School of Medicine. The remaining one-fourth of such share is to be distributed to the University for use either by the School of Medicine or by other colleges or departments of the University. The fund was later augmented by gifts from the Courtney and Marguerite Rankin Burton Charitable Trust. Miss Kate Oglebay, sister of the donor, has certain life interests in the trust estate. Trustee, Central National Bank of Cleveland. Mary King Osborn Fund—$4,921 Created under trust agreement by Mary King Osborn in 1934, income is designated for the Cleveland Community Fund. Trustee, The Cleveland Trust Company. W illiam P. Palmer Fund—$26,101 This fund was established by William P. Palmer under a trust agreement without designation of use of income but with the suggestion that it might be used for administrative expense of the Foundation. Trustee, The Cleveland Trust Company. Effective since 1929. The Dr. Charles B. Parker Memorial Fund—$334,361 Subject to certain life interests, this fund became effective in 1959 under a trust agreement with The Cleveland Trust Company. The donor, Mrs. Erla S. Parker, named the fund in memory of her husband and requested that income be distributed to Western Reserve University for research in the field of medicine, surgery, preventive medicine and diseases or for support of the medical school. Douglas Perkins Fund—$91,291 Created by Douglas Perkins under a trust agreement, income is designated for the Cleveland Protestant Orphan Asylum (Beech Brook). Trustee, The Cleveland Trust Company. Effective since 1936. Walter D. Price Fund—$17,442 Since 1938, subject to the life interest of one beneficiary, the income of the trust created by will of Walter D. Price has been available without restriction. Trustee, The Cleveland Trust Company. W illiam H. Price Fund—$31,628 Established pursuant to a settlement agreement in 1922 after the death of Mr. Price, income is available for the general purposes of the Foundation. Trustee, The Cleveland Trust Company.

A coordinated program of Home Care Services for chron ically ill persons was begun last year on a demonstration basis under the' administration of the VISITING NURSE AS SOCIATION. A Foundation grant of $50,000 was pro vided to assist in the first two years of the demonstration.

The Retreat Memorial Fund—$93,509 Trustees of The Retreat, an institution formerly maintained for the care of un married mothers and their children, received approval of the Common Pleas Court of Cuyahoga County in 1937 to transfer certain assets in trust for the Foundation. The donors provided that income be made available to charitable institutions in Cuyahoga County engaged in “assisting, protecting and reforming unmarried mothers and unfortunate women and their children.” Trustee, The Cleveland Trust Company. Charles L. Richm an Fund—$95,167 Under the will of Charles L. Richman, The Cleveland Foundation was one of several residuary legatees of his estate. Income first available in 1939 for general purposes. Trustee, The Cleveland Trust Company. Nathan G. Richm an Fund—$19,314 Established under the will of the late Nathan G. Richman, income has been available since 1944 for the general purposes of the Foundation. Trustee, The Cleveland Trust Company. Alice M. Rockefeller Fund—$124,432 Established pursuant to the will of Alice M. Rockefeller in 1943 with no re striction as to use of income. Trustee, The Cleveland Trust Company. Charles F. Ruby Fund—$134,566 This fund was established by will of Mrs. Minnie M. Papcke in 1951 as a memorial to her son with designation that income be used to assist “those charita ble endeavors organized for the purpose of helping subnormal children to be selfsustaining and independent.” Trustee, The Cleveland Trust Company. Mary Coit Sanford Fund—$40,251 Created under the will of Mary Coit Sanford in 1938, income is designated as follows: one-eighth for a scholarship at Flora Stone Mather College known as “The Harriet Fairfield Coit Scholarship,” one-eighth for a scholarship at Flora Stone M ather College to be known as “The William Henry Coit Scholarship,” one-fourth for Lakeside Hospital to maintain a bed known as “The Henry L. Sanford Memorial Bed,” one-fourth for Rainbow Cottage to be known as “The Mary Coit Sanford Fund,” one-fourth to the Family Service Association. Trustee, The Cleveland Trust Company.

The Mary Coit Sanford Memorial Fund—$4,004 Certain friends of the late Mary Coit Sanford set up a trust fund in 1931 in her memory, the donors designating income for the “program committee of the Women’s City Club of Cleveland to defray the cost of lectures upon educational, civic, cultural or scientific subjects presented under the auspices of said club.” The donors were M yrta Jones Cannon, Eleanor Ferris, Frances S. Goff, Lucia McC. McBride, Florence J. Sherwin, Gladys M. Strong, Selma Sullivan, Alice W. Teagle. Trustee, The Cleveland Trust Company. Frank S. Sheets and Alberta G. Sheets M emorial Fund—$19,893 Created by living trust in 1956, Mr. Sheets has expressed the desire that income be used for care of aged persons, blind persons and children. Trustee, The National City Bank. The A. H. and Julia W. Shunk Fund—$92,093 Established by will of Julia Warren Shunk in 1919, income is designated for The Cleveland Protestant Orphan Asylum (Beech Brook). Trustee, The Cleve land Trust Company. The Thom as and Anna Sidlo Fund—$289,797 Established in 1956 under the will of Thomas L. Sidlo, this fund is designated for the following institutions: one-seventh of the income to each of three schools of Western Reserve University: Adelbert College, Franklin Thomas Backus Law School, and the Graduate School; four-sevenths of the income to the Musical Arts Association. Trustee, The Cleveland Trust Company. The Nellie B. Snavely Fund—$524,632 This fund became effective in 1956 under the will of Miss Snavely. Income is to be distributed as follows: one-half for the aid of sick, crippled or needy children; one-sixth to the Cleveland Community Fund; one-sixth to Lakeside Hospital; one-sixth to St. John’s Hospital. Trustee, Central National Bank. A. L. Somers Fund—$140,580 Created under the will of A. L. Somers in 1949, income is unrestricted as to use. Trustee, The Cleveland Trust Company. W illiam J. Southworth Fund—$421,262 This fund was created by trust agreement signed in 1919 by Mrs. C. Ada Meniaud, donor, and The Cleveland Trust Company. A portion of the income became available in 1957 for unrestricted use of the Foundation which will ultimately receive all of the income after the termination of certain life interests. Dr. George P. Soyer Fund—$15,075 Established by will of Dr. George P. Soyer, the donor requested that income be applied “to provide a bed” to be known as the “ Elizabeth Boersig Soyer Bed” in a Catholic Hospital, and that “another similar bed be maintained” to be known as the “Christiana Perren Soyer Bed" in a Protestant Hospital as selected by the Distribution Committee. Trustee, The Cleveland Trust Company. Effective since 1942. Marion R. Spellm an Fund—$10,825 Established by will of the late Marion R. Spellman in 1932. The donor expressed the desire that income be used for aid in research work, teaching of psychology along practical lines, or aid of crippled or helpless children or aged women. Trustee, The Cleveland Trust Company. Josephine L. Sperry Fund—$2,371 Established by will of Josephine L. Sperry in 1947, income is designated for a “worker to read to elderly people with deficient eyesight and for the care of needy children.” Trustee, The Cleveland Trust Company.

Ada Gates Stevens Memorial Fund—$23,762 This fund was established in 1955 as a memorial to their mother by five brothers, David, Edward, Geoffrey, John and William Gates. Income and principal are used to provide scholarships for Elyria High School graduates, selection being made by a committee of five Elyria citizens. Trustee, The Cleveland Trust Company. Charles L. and Marion H. Stone Fund—$56,282 Created by trust agreement in 1955 by Charles L. Stone, use of income is not restricted. Trustee, The Cleveland Trust Company. M aybelle G. and Finton L. Torrence Fund—$83,225 By will of Finton L. Torrence, income became available in 1958 for the benefit of The Society for Crippled Children. Trustee, The Cleveland Trust Company. Charles F. Uhl Fund—$1,108 Created under testamentary trust of Charles F. Uhl, this was the Foundation’s initial fund effective in 1919. Income made available to The Welfare Federation of Cleveland, successor to the Cleveland Federation for Charity and Philanthropy named by the donor. Trustee, The Cleveland Trust Company. Jessie MacDonald Walker Memorial Fund—$42,566 Established in 1955 pursuant to the will of Christine F. Walker, this fund is restricted for the use of sick, needy or crippled children. Trustee, The Cleveland Trust Company. Mabel Breckenridge Wason Fund—$478,317 Subject to one life interest, a portion of the income of this fund which was established under a trust agreement by Mrs. Wason with The Cleveland Trust Company, is designated for the following organizations: Day Nursery Association, Cleveland Society for the Blind, Maternal Health Association, the Visiting Nurse Association and the Family Service Association. A portion of the Family Service Association allocation is to be used for Homemaker Service as a memorial to Mrs. Wason’s mother, lone Bevier Breckenridge. The major share of income of this fund, which became effective in 1959, is not restricted. George B. and Edith S. Wheeler Trust—$262,973 Created under a trust agreement signed by Mr. and Mrs. Wheeler in 1919, income is available for general philanthropic purposes. Trustee, The Cleveland Trust Company. Effective since 1954. Edward Loder W hittem ore Fund—$25,684 Established by will of Edward Loder Whittemore in 1931 for general philan thropic purposes. Trustee, The Cleveland Trust Company. Jam es D. W illiam son Fund—$5,430 This fund, created by will of James D. Williamson in 1939, is for the benefit of The Hiram House of Cleveland. Trustee, Central National Bank. The George H., Charles E., and Sam uel Denny Wilson M emorial Fund—$161,311 This fund was created under the will of the late Margaret A. Wilson in memory of her brothers. The donor directed that the income be used to provide “sustenance and particularly medical and surgical aid and appliances for worthy sufferers of the City of Cleveland, giving preference to children.” Trustee, The Cleveland Trust Company. Effective since 1919. David C. W right M emorial Fund—$129,617 By will and trust agreement, this fund was established by the late David C. Wright for the care of crippled children. Income first available in 1958. Trustee, The National City Bank.

Suggested Forms for Gifts to THE CLEVELAND FOUNDATION By Will or Trust Agreement I f the W ill or Trust Agreement provides for an immediate bequest or gift to The Cleveland Foundation not dependent on any prior trusts, the insertion of the following w ill provide for such gift and incorporate the Foundation plan without the necessity of setting forth the resolution at length:

“I give and bequesth the sum of to (Name of Bank or Trust Company) , to be managed, controlled, administered, and disbursed in all respects for the chari table uses and purposes set forth in a Resolution adopted by the Board of Directors of (Name of Bank or Trust Company) on the day of , providing for a community charitable trust, designated in said Resolution as The Cleveland Foundation, said Resolution being set forth at length in the minutes of the meeting of the said Board of Directors on the date aforesaid as written in the corporate records on page , volume of said records, which resolution and records are actually in existence at the time this will is executed, and are incorporated herein as fully and with like effects as if herein written at length. A like provision may be used in a living trust agreement with approximate language for the present gift of money or property in lieu of the words “I give and bequeath” in the above legacy form. I f the W ill or Trust Agreement provides for paym ent of income to fam ily and relatives during life, or other trusts prior to the Foundation trust, the following form is suggested :

“Upon the termination of the trusts hereinbefore expressed I direct that the entire net income derived from the trust estate, with its accumulations as afore said, shall be expended or appropriated each year, perpetually, until the principal may have been disbursed, for the charitable uses and purposes set forth in a Reso lution adopted by the Board of Directors of (Name of Bank or Trust Company on the day of , providing for a community charitable trust, de signated in said Resolution as The Cleveland Foundation, and to that end I direct that the trust estate, both principal and income shall, at the termination of the aforesaid trust, vest in (Name of Bank or Trust Company) and be managed, controlled, ad ministered and disbursed in all respects as provided in said Resolution, which is set forth at length in the minutes of the meeting of said Board of Directors on the date aforesaid as written in the corporate records on page , volume of said records, which resolution and records are actually in existence This exhibit presents facts about epilepsy, often called "the last of the hush-hush disorders." Part of a program by the FAMILY HEALTH A SSO CIA TION under a Foundation grant, it is aimed at changing public attitudes toward the epileptic individual.

at the time this will or trust agreement is executed, and are incorporated herein as fully and with like effects as if herein written at length.” I f in the W ill or Trust Agreement it is desired to express a preference as to a par ticular charitable institution or institutions, or as to the kind of charitable endeavor to be favored, language to the following effect may be added :

“ Pursuant to the right reserved to the contributors to said Foundation, I hereby express my desire that the income and/or principal herein bequeathed (or given) for the charitable purposes of said Cleveland Foundation, be distributed, subject to the terms and provisions of said Resolution, to the following charitable in stitutions (or for the following charitable purposes):” I f it is desired that the gift to The Cleveland Foundation bear a name as a memorial, the following language m ay be used:

“ It is my desire that the foregoing gift be known as th e.................MEMORIAL FUND.” The Resolution creating The Cleveland Foundation under the M ultiple Trusteeship Plan was adopted by the several trustee institutions cooperating in said plan on the following dates'. Central National Bank of Cleveland, December 24, 1930 M inutes volume for 1929 and 1930. The Cleveland Trust Company, January 5, 1931 Volume 2/135 Board of Directors, pages 194-215 incl. The National City Bank of Cleveland, June 11, 1934 M inutes June 11, 1934, pages 1-16 incl. Society National Bank of Cleveland, January 22, 1960 Corporate M inute Book Vol. 2, page 77. Union Commerce Bank, A pril 14, 1955 Corporate Record Book, pages 19,463-19,480, Vol. 25.

1,1iMumtt 1 un ai

IIIXIII

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Suggested Forms for Gifts to CLEVELAND FOUNDATION COMBINED FUND By Will or Trust Agreement The Combined Fund provides a sim plified plan and reduces the cost of adm inistra tion for gifts and bequests of small or modest amounts. The insertion of the following in a W ill provides for a bequest. For names of banks and dates of execution by them of Declaration of Trust, see next page

“ I give the sum of to (Name of Bank or Trust Company) , in trust, to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said (Name of Bank or Trust Company) , executed by it on the day of , under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence. My intention is to identify the said Declaration of Trust and not to cause the gift after delivery thereof to the Trustee under said trust to be subject to the Jurisdiction of the Probate Court.” I f the W ill provides for the paym ent of income to the immediate fam ily or other relatives during life or for other prior trusts, the following form is suggested:

“ Upon the termination of the trusts hereinbefore expressed, I direct that the trust property then remaining* shall be paid over and distributed to (Name of Bank or Trust Company) in trust to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said (Name of Bank or Trust Company) , executed by it on the day of , under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence. My intention is to iden tify the said Declaration of Trust and not to cause the residue of the estate after delivery thereof to the Trustee under said trust to be subject to jurisdiction of the Probate Court.” In the case of a living trust agreement, the following form m ay be used:

“Upon the termination of the trusts hereinbefore expressed, I direct that the

trust property then remaining* shall be paid over and distributed to (Name of Bank or Trust Company) , in trust, to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said (Name of Bank or Trust Company) executed by it on the day of , , under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence.” I f a gift made to take effect immediately the following form may be used :

“ I give the sum of to (Name of Bank or Trust Company) , in trust to be managed, controlled, administered and disbursed in all respects as a part of the trust estate held by it under a certain Declaration of Trust of the said (Name of Bank or Trust Company) , executed by it on the day of , under which gifts for the benefit of The Cleveland Foundation are held as a single fund and administered under the provisions of said Declaration of Trust, which Declaration of Trust is now in existence.” I f in the W ill or Trust Agreement it is desired to express a preference as to a par ticular charitable institution or institutions, or as to the kind of charitable endeavor to be favored, language to the following effect may be added :

“ In accordance with the permission granted to contributors to the fund in Article II, Section 5 of the Declaration of Trust, I request that the Distribution Committee of The Cleveland Foundation give consideration in making distribu tion of income derived from such fund to the following charitable institutions (or for the following charitable purposes) I f it is desired that the gift bear a name as a memorial, the following language may be used:

“ It is my desire that the foregoing gift be recorded as a memorial to .................” A Declaration of Trust, establishing a Combined Fund, was executed by the several trustee institutions on the following dates\ Central National Bank of Cleveland, July 22, 1943 The Cleveland Trust Company, July 6, 1943 The National City Bank of Cleveland, August 9, 1943 Society National Bank of Cleveland, A pril 15, 1960 Union Commerce Bank, A pril 18, 1956

*If, however, it is desired to give a specific sum of money, then instead of the words, “the trust property then remaining shall be paid over and distributed” the following words may be substituted “the Trustee shall pay over and distribute the sum of. ... ”

The Cleveland Foundation. 1240 U nion Commerce Building Cleveland 14, Ohio