The Foundation’s annual report — a notable exam ple of graphic design enhancing the w rit ten word, and an exam ple of the Foundation’s support of careers in art. Design concept of the report, layout, type and paper sp ecifica tions, and photography are the product of students at the Cleveland Institute of Art. A 1965 Foundation grant to the Institute pro vided studio facilities for a fifth-year pro gram in graphics. This program, providing p ractical experience for students, w ill con tribute substantially in both com m erce and civic enterprise w here printed com m unica tion is all-im portant. The photographs are a cross-section of life in G reater Cleveland as reflected by its creative and service institutions. Those shown are representative of the many p ro jects where F o u n d atio n g ran ts h ave provided m a teria l assistance. The Foundation’s report was lithographed on Strathm ore A rt Laid and Linw eave T ext pa pers. The report is set in the M elior type face.
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 commun ity 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 available the income, and under certain conditions, the principal, 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. Mem bers serve without compensation for five-year terms. Two are selected by the trustee banks, and three are appointed by public officials. 4. Any contributor may designate his pre ferred charity and his wishes will be observed unless changing conditions make such pur pose unnecessary, undesirable, im practical or impossible. In such event the funds can there after be used for such other charitable and educational purposes as will, in the opinion of the Distribution Committee, more effectually promote the public welfare.
1
1965
THE YEAR
During the past year the Cleveland Foun dation completed 52 years of philanthropic service in the Greater Cleveland area. It was another year of significant growth in assets and support of community activities. Nearly four million dollars were disbursed for health, educational, social welfare and civic purposes — a new high. During 1965 a total of $5,180,429 was re ceived from 64 donors as new gifts to principal. Nine new trust funds were established, which, with additions to existing funds and memorial gifts to the Combined Fund, brought the year-end endowment of the Foundation to $67,197,706 (book value). Market value of these assets was $110,500,000. Certain of the trusts currently provide only partial — but eventually complete — benefit to the Foundation. The Foundation at year-end administered 137 separate funds. It is the income from these funds — and in some cases the principal — which the Distribution Committee allocates for philanthropic purposes. A list of the funds with the value of each will be found beginning on page 11 of this report. A description and purpose of each fund, named in most cases for the donor, is also included in this report beginning on page 17. In 1965 the Distribution Committee author ized the disbursement of $3,874,768 for a wide range of community needs and activities. The disbursement included an administrative cost of $55,525, or 1.4% of total expenditures. A detailed accounting of the 318 grants made to 159 agencies, all in the Greater Cleveland area unless otherwise noted, is set forth later in this report.
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N IN E N E W T R U S T S E S T A B L IS H E D The following new funds were created in 1965: G eorge D avis Bivin Fund— W ith a value of $425,000 this fund was established under a trust agreement at The Cleveland Trust Company by W inifred Bivin W hite. A fter payment of certain life interests, income is used for the “advancement of men tal hygiene of childhood by means of research and practical activities” with not less than 50% of income to be distributed to organizations located outside the State of Ohio. George W. C hisholm Fund— This $362,804 fund was established under a trust agreement with The National City Bank by the late George W. Chisholm. One-half of the income is designated for the Cleveland Community Fund with the balance unrestricted. E dw ard C. Flanigon Fund— Under the will of the late Edward B. Flani gon, income of this $36,751 fund at Central National Bank is to be used for Protestant, Catholic and Jewish institutions caring for dependent children or aged persons. R o b ert B. G randin Fund— T h is u n re stricte d fund h as a valu e of $465,610 and was established at the Union Commerce Bank under the will of the late Robert B. Grandin. Isa ac T h e o d o r e Kahn Fund— Established under the will of the late Isaac Theodore Kahn, this fund, at the Union Commerce Bank, has a value of $902,191 with in come designated for the Natural Science Museum. The Otto and L ena KonigsJow M em orial Fund— Created by the late Otto Konigslow, Jr. under a trust agreement with The Cleveland Trust Company, this fund has a value of $2,315,900. A fter the payment of certain life annuities, income is to be used “for educational ad vancem ent.”
3
T h er es a M ae M ac N ab Fund— Under the will of the late Miss Mac Nab, income of this $84,876 fund at The National City Bank is to be used to provide scholarships for student nurses. C lay L. and F lo ren c e R an n ells R eely Fund— This fund has a value of $133,394 and was established at Society National Bank under the will of the late Mrs. Reely. Income is not restricted as to purpose. Dr. H enry A. and M ary J. S ch lin k M em orial Fund— This unrestricted fund with a value of $57,316 was created at The National City Bank under the will of the late Mrs. Schlink.
A D D IT IO N S T O E X IS T IN G FU N D S
Assets of the following funds were in creased in 1965: The Crispin and K ate O glebay Trust was increased by $20,637 from the estate of the late Kate Oglebay and $6,129 was added to the Julius E. G oodm an Fund from Mr. Goodman’s estate. The C lev elan d R ecreatio n a l Arts Fund was increased by $5,575 in gifts from the Cleveland Range Company, L. E. Emsheimer, Kurt L. Seelbach and the Raymond John Wean Foundation. The C harles L. and M arion H. S ton e Fund received an additional gift of $2,506 from Mrs. Stone. The following “non-trust” gifts were re ceived from donors who expressed the desire that the corpus of their gifts be used for certain purposes: A contribution of $6,200 for the D onald A. and Jan e C. S tark Fund to be used for special educational purposes, the gift being made from a charitable trust of the same name. The C om bin ed H ealth and W elfa re Drive Inc. o f Valley View contributed $563 for heart and cancer research.
4
M E M O R IA L G IF T S AND T H E C O M BIN ED FUND
The Combined Fund (so-called because contributions are combined for investment purposes) was increased by $356,170 in new gifts in 1965. A number of new memorial funds were established and additions were made to existing funds. The K a th e r in e B. A rundel Fund w as created with a $36,000 bequest from the late Katherine Arundel and the G race P. R aw son Fund was established with a bequest of $189,895 under the will of the late Grace Rawson. From the estate of Bertha H. Knowlton, $25,000 was received to create The P hilip E. and B erth a H aw ley K now lton Fund. The H erold and Clara FeJJinger C haritable Fund was estab足 lished with a $1,500 gift from Mr. and Mrs. Fellinger in memory of Morris and Edna Schaffner and Herman and Lena Fellinger. The foregoing funds are unrestricted as to purpose.
P a c e A s s o c i a t i o n ' s d y n a m i c goal is sim p ly s t a t e d : to i m p r o v e the q u a l it y o f p u b lic s c h o o l e d u c a t i o n
5
The C. F. TapJin Fund was created with a $50,000 bequest from the late Charles Taplin. Income is designated for the Health Fund, Fairmount Presbyterian Church, Hawken School, Adelbert College and the Boys Club. The Ralph P. S tod d a rd Memorial Fund was established with a $15,040 gift from the trustees of the Home and Flower Show. Income is to be used for studies or scholarships in architecture, city planning, horticulture and allied fields. The J o s e p h in e R. and E d w a rd W. Sloan, Jr. Fund was created by a gift of $2,519 from Mr. and Mrs. Sloan who will act as consultants in the distribution of income. The C lev ela n d G u idan ce C enter E n d o w m e n t Fund was created to provide support f o r ’the Guidance Center. Gifts totaling $1,600 were received from the following persons: Mrs. Emily E. Blossom, Joan L. Goulder, Loretta D. Stifel, Clara A. Tay lor, Chester C. Behrens, Helen R. Glick, Seth C. Taft, Sal F. Marino, Edward H. deConingh, Jr., Wyse Advertising Agency, Joseph P. Flemming, Milton Widder, Janet W. Cover, Mr. and Mrs. Charles Bodurtha, Virginia O. Foley, Mary K. W atson and Nels C. Nelson. Memorial gifts in total amount of $280 were received from the following persons: from Mr. and Mrs. Robert H. Collacott in memo ry of Amos Burt Thompson; from I. F. Freiberger in memory of David G. S kall; from Mrs. John F. Magill in memory of Mrs. Louise B. C o b b ; from the Shaker Savings A ssociation in memory of Arthur Blythin, William J. M ericka, Mrs. Louis B. Seltzer, and John W. Woodburn.
Cam p W ise — the Je w is h C o m m u n ity C e n te r b u ild s its f a c i l i t i e s a f ie ld in th e E u g e n e and B l a n c h e H a lle P ark
New buildings enhance the campus of BaldwinWallace College
The following additions were made to existing funds: from the estate of C. F. Taplin, $10,000 to the Charles Farrand T aplin and E lsie H. Taplin Fun d; under the will of the late Harold Clark, $7,500 to the Mr. and Mrs. H arold T. C lark Fun d; and $759 to the C harles ]. and Marian E. Paterson Fund from Mr. Paterson’s estate. The John F. O berlin and John C. O berlin Fund was increased by a $10,050 gift from John F. Oberlin and the S am uel E. K ram er L aw S ch olarsh ip Fund was increased by a $3,516 gift from Mrs. Flora Fitch Kramer. The Kelvin and Eleanor Smith Foundation made a $500 gift to the S ocial Work S ch olarsh ip Fund and the F ran k S. G ibson M em orial Fund was increased by $150 in gifts from Drs. Thomas }. Hancock and Myron G. Hill and Mrs. Hill. The T hom as Burnham M em orial was again in creased by $1,651 from a trust established by Marie Louise Gollan. The W in ifred F ryer M em orial Fund re ceived $80 in gifts from Alfred A. Benesch, Judge Mary B. Grossman and Ruth F. Nagusky. Contributions totaling $130 were made by Mr. and Mrs. R ob ert S. Latham, H. R. Weisenberger and Dr. E dw ard A. Yu rick to funds previously established by these donors. Assets of the Combined Fund at the sev eral trustee banks had a market value of $2,225,826 at year’s end. The Fund is composed of 157 separate memorial or special purpose funds which are listed later in this report. Each memorial retains its identity and purpose, the various gifts being commingled for greater ef ficiency in the investment of the capital. The establishment of a memorial or special pur pose fund in the Combined Fund is a simple procedure and can be accomplished with a mod est gift. 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 memorial funds with the Foundation as a means of car rying out their philanthropic desires. The Distribution Committee
April, 1966
JOHN SHERWIN, C hairm an RAYMOND Q. ARMINGTON MRS. ROYAL FIRMAN, JR. KENT H. SMITH JOHN C. VIRDEN J. KIMBALL JOHNSON D irector and Secretary
P r e - s c h o o l n u r s e r y , a s t a r t i n g p o in t in C o m m u n i ty A c t i o n f o r Y o u t h ’s c a m p a i g n to s o l v e th e p r o b  le m s f a c i n g th e y o u n g p e o p l e o f a c ity C u y a h o g a C o m m u n ity C o lle g e — a new d oor o p e n e d to h i g h e r e d u c a t i o n
E m o t i o n a l l y d is tu r b e d y o u n g s t e r s re g a in s t a b i l i t y th ro u g h w o r k tra i n i n g p r o j e c t s a t B e l l e f a i r e
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FINANCIAL STATEMENTS Taken from Report of Examination by Ernst & Ernst, Certified Public Accountants, full report being available for inspection.
Statem ent of Receipts and Disbursements for 1965
$ 560,436.25
Unexpended balances, January 1,1965 R E C E IP T S Endowment income from Trustees From other sources
$4,152,481.84 7,945.18
D IS B U R S E M E N T S By trustee banks: Fees $92,412.33 Bond and real estate amortization, other 65,350.63 By Distribution Committee: For charitable and educational purposes: Care of the Aged Child care Civic development Education including scholarships Fine Arts Health care and medical research Hospitals Recreation and character building Rehabilitation and services to the handicapped Social W elfare— neighborhood and family services United Appeal and Jewish W elfare For administrative purposes T otal Disbursements Unexpended balances, December 31,1965
♦ In c l u d e s $830,770.57 f ro m p ri n c i p a l, and $8,087.43 f r o m n o n - t r u s t e d fu n ds. ♦ ♦ C o m p o s e d o f fund b a l a n c e s w h i c h w e r e s u b stan tially en cu m b ered or not available for use u n til a f t e r D e c e m b e r 31, 1965.
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4,160,427.02* $4,720,863.27
$ 157,762.96 $ 200,061.87 108,301.77 324,595.11 1,340,121.85 124,658.94 229,045.53 338,828.85 285,587.23 246,460.30 526,860.11 94,721.90 $3,819,243.46 $ 55,524.68 4,032,531.10* $ 688,332.17**
F o r th e c h il d r e n f lo c k in g t hro u g h its h a lls , the N a tu ra l S c i e n c e M u s e u m a n s w e r s the " w h a t and w h y ? � of the n atu ral w o rld a ro u n d them
L a k e E rie O p e r a T h e a t r e is p la y in g a n e w and c o lo r f u l ro le in the c i t y ' s c u lt u r a l life
TRUST FUND
ASSETS
E n d o w m e n t o f th e F o u n d a t i o n w ith p rin c i p a l v a l u e o f th e 137 fu n d s h e ld b y th e T r u s t e e B a n k s at b o o k o r c a r r y in g v a lu e a s o f D e c e m b e r 31, 1965.
A nisfield -W olf Fund $ 99,222 W alter C. and Lucy I. Astrup Fund 126,348 Sophie A uerbach Fund* 185,635 T he Fred eric M. and N ettie E. Backus M em orial Fund 2,269,964 W alter C. and Fannie W hite Baker Fund 10,134 Lilian Hanna Baldwin Fund 8,367 Cornelia W. B eardslee Fund 102,789 Jam es C. B eard slee Fund 749,824 M ary Berrym an Fund 16,911 The Dr. Ham ilton Fisk Biggar Fund 93,774 George Davis Bivin Fund* 178,986 7,337 Katherine Bohm Fund 1,819,828 The George H. Boyd Fund* Alva Bradley II Fund 679,786 Gertrude H. Britton, K atharine H. Perkins Fund 24,346 141,029 Fannie Brown M em orial Fund George F. Buehler M em orial Fund 151,056 6,896 Katherine W ard Burrell Fund The M artha B. Carlisle M em orial Fund 74,140 The C entral High School 5,071 Endow m ent Fund The Fred H. Chapin 2,322,961 M em orial Fund 194,369 George W. Chisholm Fund 6,464 J. E. G. Clark Fund 127,545 Cleveland R ecreational Arts Fund
Caroline E. Coit Fund A .E . Convers Fund* Harry Coulby Fund No. 1 Harry Coulby Fund No. 2* Jacob D. Cox Fund S. Houghton Cox Fund* Henry G. D alton Fund A lice McHardy Dye Fund Dr. Frank Carl Felix and Flora W ebster Felix Fund First Cleveland Cavalry-Norton M em orial Fund W illiam C. Fischer and Lillye T. Fischer M emorial Fund Fisher Fund Erwin L. F ish er and Fanny M. Fisher M em orial Fund Edward C. Flanigon Fund Ford Foundation Fund for G reater Cleveland A ssociated Foundation C onstance C. Frackelton Fund No. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David W. Frackelton Fund R obert J. Frackelton Fund
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67,624 5,788,119 4,645,192 952,895 107,665 73,072 667,514 378,363 311,540 89,755 94,371 23,400 482,977 36,448
13,021 208,177 230,714 99,648 29,909 20,945 20,248
The George Freem an Charity Fund Fred eric H. G ates Fund The W illiam F. and Anna Law rence G ibbons Fund* W illiam A. G iffhorn Fund Fred erick H arris G off Fund Julius E. Goodman Fund The George C. and M arion S. Gordon Fund R obert B. Grandin Fund The Eugene S. and Blanche R. H alle M em orial Fund Edwin T. and M ary E. Ham ilton Fund The Lynn J. and Eva D. Hammond M em orial Fund* Leonard C. Hanna, Jr. A ssociated Foundation Tru st Leonard C. Hanna, Jr. Fund for Community Chest Leonard C. Hanna, Jr. Fund for United Appeal Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. Community D evelopm ent Fund The Kate Hanna Harvey M em orial Fund M elville H. H askell, M ary H. Hunter, Gertrude H. Britton, K atharine H. Perkins Fund George Halle Hays Fund Kaufman Hays M em orial Fund The Hiram House Fund The Jacob H irtenstein Fund C entureena S. H otchkiss Fund The A. W. Hurlbut Fund Caroline Bonnell Jones Fund Jam es S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and H enryett Slocum Judd Fund Isaac Theodore Kahn Fund Karamu House Trust
C larence A. Kirkham M em orial Fund John R. K istner Fund Otto and Lena Konigslow M em orial Fund* Elroy J. and F ynette H. Kulas Fund R obert M. Linney Fund* Ella L. Lowm an Fund Henry M. Lucas Fund Clem ens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund T h eresa Mae M acNab Fund A lice Keith M ather Fund The Lewis A. and Ellen E. M cC reary M em orial Fund The George W . and Sarah M cGuire Fund The A lbert Younglove M eriam and Kathryn A. M eriam Fund A lice Butts M etcalf Fund Anna B. M inzer Fund Cornelia S. M oore Fund* E. Freem an Mould Fund Jane C. Mould Fund The Crispin and Kate O glebay Trust
49,019 286,713 492,557 2,476 49,712 534,680 3,330,364 425,663 1,957,691 1,188,894 1,250,268 2,787,191 303,814 248,621
1,115,315 5,735,891
205,724 24,906 1,777,430 613,110 181,852 1,012 79,888 322,370 25,819 145,905 79,880 119,454 12,129 34,885 21,831 5,000 13,881 68,028 108,200 657,898 2,001,639
52,836
120,747 9,901 7,034 8,989 5,771 83,037 23,598 5,000 15,795 62,925 562,621 902,191 1,121,795
R e s p o n s e to p o p u l a r d e m a n d : th e E d u c a t i o n a l T e l e v i s i o n A s s o c i a t i o n o f G r e a t e r C l e v e l a n d is opening a secon d channel
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M ary King O sborn Fund W illiam P. Palm er Fund The Dr. Charles B. Parker M em orial Fund* Douglas Perkins Fund W alter D. Price Fund* W illiam H. Price Fund Clay L. and Floren ce Rannells Reely Fund The R etreat M em orial Fund Charles L. Richm an Fund Nathan G. Richm an Fund A lice M. R ockefeller Fund Charles F. Ruby Fund The M ary Coit Sanford M em orial Fund M ary Coit Sanford Fund Dr. Henry A. and M ary J. Schlink M em orial Fund W illiam C. Scofield M em orial Fund Frank S. Sheets and A lberta G. Sheets M em orial Fund The A. H. and Julia W. Shunk Fund The Thom as and Anna Sidlo Fund The Nellie B. Snavely Fund A. L. Som ers Fund W illiam J. Southw orth Fund* Dr. George P. Soyer Fund M arion R. Spellm an Fund Josephine L. Sperry Fund Ada G ates Stevens M em orial Fund C atherine E. Stew art, M artha A. Stew art, Judith H. Stew art and Jeannete Stew art M em orial Fund Charles L. and M arion H. Stone Fund H arriet B. Storrs Fund M abelle G. and Finton L. T o rren ce Fund Charles F. Uhl Fund John F. and M ary G. W ahl M em orial Fund
4,921 26,101
Jessie M acDonald W alker M em orial Fund M abel Breckenridge W ason Fund* George B. and Edith S. W heeler Tru st Edward Loder W hittem ore Fund Jam es D. W illiam son Fund The George H., Charles E., and Sam uel Denny W ilson M em orial Fund Edith A nisfield W olf Fund* David C. W right M em orial Fund Cleveland Foundation Combined Fund TO TAL ALL TRU STEED FUNDS
344,363 117.319 17,232 31,628 95,103 107,616 99,738 84,759 218,790 158,797 4,004 39,831 39,456
42,632 560,037 374,898 25,684 5,212
187,166 4,489,000 229,706 1,680,687 $65,197,706
*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 Foundation. In 1965 the Cleveland Foundation received 78.2% of the aggregate income of the several funds. Ultimately, it will receive the en tire net income.
155,881 19,893 99,516 291,723 525,625 184,786 453,530 14,880 10,704 2,371
N O N -T R U ST E E D FU N D S The follow ing funds are held in a special a c count, the donors expressing their desire that the corpus of the gifts be used for certain health or educational purposes. Berea United Fund Drive Brecksville Fund R aisers Independence Combined Drive for Health, W elfare and R esearch Combined H ealth C ollection of Richm ond Heights Combined H ealth and W elfare Drive, Inc. of V alley View W alton Hills Combined Charities Drive Donald A. and Jane C. Stark Fund Children’s Th eatre of Shaker Heights Drama Award Fund
18,878
12,100 187,538 747,778 87,481 1,108 412,906
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THE CLEVELAND
FOUNDATION COMBINED FUND
M o r e th a n 1600 d o n o r s h a v e c o n t r i b u t e d to the C o m b in e d F u n d w h i c h is m a d e up o f th e f o l l o w in g m e m o r i a l s a n d o t h e r g i ft s :
M E M O R IA L FU N D S AN D O T H E R G IF T S
Mr. and Mrs. Harold T. Clark Fund Cleveland C enter on A lcoholism Fund Cleveland C onference for Educational Cooperation Fund Cleveland Guidance C enter Endow m ent Fund Cleveland Heights High Sch ool Scholarship Fund Cleveland P sych oan alytic So ciety Fund Cleveland W ar M em orial Arthur Cobb M em orial Arthur Cobb, Jr. M em orial Florence Haney Cobb M em orial Louise B. Cobb M em orial M ary Gaylord Cobb M em orial Percy W ells Cobb M em orial Judge Alva R. C orlett M em orial M ary B. Couch Fund Jacob D. Cox, Jr. M em orial Dr. W ilbur S. Crow ell M em orial M arianne North Cummer M em orial Glenn A. Cutler M em orial
M orris Abram s Fund Academy of M edicine H ealth Education Foundation Fund Rhoda L. A ffelder Fund W ickham H. Aldrich Fund Eunice W estfall A llen M em orial Sam uel W estfall Allen M emorial Lydia May Ames Fund K atherine B. Arundel Fund Leonard P. A yres M emorial A. D. Baldw in M em orial Fund R obert K. Beck M emorial Beulah Holden Bluim M emorial Helen R. Bow ler Fund Nap. H. Boynton M em orial Fund Alva Bradley M em orial Brigham Britton Fund Charles F. Buescher M emorial Thom as Burnham M em orial Elizabeth A. Burton M emorial R obert H. Busch M em orial Fund
Nathan L. Dauby M em orial M agdalene Pahler D onahey Fund Anna J. Dorman and Pliny O. Dorman M em orial Fund Jam es J. Doyle and Lillian Herron Doyle Scholarship Fund
Carmela C afarelli Fund Leyton E. C arter M em orial Fund George S. Case Fund Isabel D. Cham berlin Fund Fred H. Chapin M emorial
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T h e C l e v e l a n d P la y h o u s e , a m o n g th e f ir st c o m  m u n it y t h e a t e r s , c o n t i n u e s a m o n g the f in e s t
I n t e r p r e t a t iv e d a n c e , o n e f a c e t o f the p r o g r a m at K a r a m u H o u s e, i n t e r r a c i a l c r e a t i v e c e n t e r
R obert J. D rake M em orial
Lewis Howard Hayden and Lulu May Hayden Fund Iva L. Herl Fund The Siegmund and Bertha B. Herzog Fund Highland View Hospital Em ployees’ Gift Fund Reuben W. H itchcock Fund Cora M illet Holden M emorial Guerdon S. Holden M emorial Dr. John W. Holloway M em orial Fund A. R. Horr Fund Joseph C. H ostetler M em orial
Kristian E ilertsen Fund Arthur Feher Fund H erold and Clara Fellinger C haritable Fund F rances B. and George W. Ford M emorial Katyruth Strieker Fraley M emorial Annie A. F rance Fund I. F. F reiberger Fund Mrs. I. F. F reiberger M em orial Fund W inifred F ryer M em orial Fund Dr. Frank S. G ibson M em orial Fund E llen Gardner Gilmore M emorial F rances Southw orth G off M emorial R obert G. Grandin M em orial Jam es L. Greene M em orial B ell Greve M em orial Fund Isador Grossm an M em orial Fund
Mr. and Mrs. Sidney D. Josephs M inerva B. Johnson M emorial Fund Dr. Emmanuel Klaus M em orial Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch M em orial Scholarship Fund Sam uel E. Kram er Law Scholarship Fund
Jessie Haig M emorial Florence Ham ilton M emorial Leonard C. Hanna, Jr. Cleveland Play House Fund F. H. H aserot Fund Homer H. H atch Fund Jam es W. Havighurst M em orial Scholarship Fund
George H. Lapham Fund Mr. and Mrs. R obert S. Latham Fund Dr. and Mrs. R obert H. Lechner Fund George A. and M ary E. M arten Fund Mrs. E. O. M arting M emorial Frederick R. and Bertha Specht Mautz Fund
15
M alcolm L. M cBride and John H arris M cBride II M em orial Thom as M cC auslen M em orial Emma E. M cDonald Fund Anna C urtiss M cNutt M em orial W illiam J. M ericka M em orial Emma B. M inch Fund John A. M itchell and Blanche G. M itchell Fund Harry F. M iter M emorial Helen M oore Fund D aniel E. M organ Fund The N ational City Bank Fund H arlan H. Newell M emorial John F. O berlin and John C. O berlin Fund Ethelw yne W alton O sborn M em orial Erla Sch lath er Parker Fund Charles J. and M arian E. P aterson Fund Caroline Brow n P resco tt M em orial Mary Dunham P rescott M emorial The George John Putz and M argaret Putz M em orial Fund The George F. Quinn M emorial Scholarship Fund Omar S. Ranney M emorial G race P. Raw son Fund M inerva P. Ridley Fund Elizabeth B ecker R orabeck Fund Edward L. R osenfeld and Bertha M. R osenfeld Fund Dr. A. T. R oskos Fund Mrs. Raymond T. Saw yer M emorial O liver H. Sch aaf Fund Arthur H. Seibig Fund Mrs. Louis B. Seltzer M emorial A nnette S. Shagren M emorial Dr. Thom as Shupe M em orial Fund David G. Skall M emorial Josephine R. and Edward W. Sloan, Jr. Fund Social W ork Scholarship Fund Society for Crippled Children — Tris Speaker M emorial Fund Society National Bank Fund
M eade A. Sp en cer M em orial Belle B ierce S tair M em orial Nellie Steele Stew art M em orial Ralph P. Stoddard M em orial Fund Joseph T. Sw eeny M em orial Charles Farrand Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr M em orial Elizabeth Bebout T aylor M em orial M ary J. Tew ksbury Fund Allison John Thom pson M em orial Amos Burt and Jeanne L. Thom pson Fund Sarah R. Thom pson Fund Ewald F. Tobold Fund Maud Kerruish Tow son M em orial Leo W. Ulmer Fund Cornelia Blakem ore W arner M em orial Stanley H. W atson M em orial Frank W alter W eide Fund Caroline Briggs W elch M em orial Lucius J. and Jennie C. W h eeler Fund E lliott H. W hitlock M em orial M ary C. W hitney Fund R. N. and H. R. W iesenberger Fund Nelle P. W oodw orth Fund John W. W oodburn M em orial Dr. Edward A. Yurick Fund
T h e m edical co m p lex at U niversity H o spitals c o n  tin u e s to g ro w in p a c e w ith th e d e m a n d s m a d e f o r its s e r v i c e
DESCRIPTION OF
FOUNDATION
FUNDS The 137 funds which constituted the Foun dation’s active endowment at the end of 1965 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, 1965. ANISFIELD-WOLF FUND— $99,222 Established by the late Alice Anisfield under a trust agreement with The Cleveland Trust Company as a memorial to her husband John Anisfield and her son-in-law Eugene E. Wolf. Income first became available in 1963 to be used in equal proportions for Jewish and non-Jewish institutions. WALTER C. AND LUCY I. ASTRUP FUND— $126,348 Established by trust agreement between W alter C. Astrup, Lucy I. Astrup and Central National Bank, in 1948. The donors expressed the desire that income be made available to the Jones Home for Friendless Children of Cleve land, Ohio. SOPHIE AUERBACH FUND— $185,635 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 preference be given to scholarships for young men and and women and that the Jewish people and charities receive their fair and just proportion of the income. Trus tee, The Cleveland Trust Company. Effective in 1952. THE FREDERIC M. AND NETTIE E. BACKUS MEMORIAL FUND— $2,269,964 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 restrictions or designations upon use of income from the trust. Trus tee, The National City Bank of Cleveland. W ALTER C. AND FANNIE WHITE BAKER FUND— $10,134 Established by the late Mr. and Mrs. Baker 17
DESCRIPTIO N OF FOUNDATION FUNDS
under a trust agreement with The Cleveland Trust Company, income from this unrestricted fund first became available in 1960. LILIAN HANNA BALDWIN FUND— $8,367 Lilian Hanna Baldwin provided in her will that 1/lO th 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 Cleve land. Effective in 1951. CORNELIA W. BEARDSLEE FUND— $102,789 Established by testam entary trust e ffe c tive in 1945. Trustee, The Cleveland Trust Company. JAM ES C. BEARDSLEE FUND— $749,824 James C. Beardslee, in his will, empow ered his wife, Cornelia, to make disposition of a testam entary 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. MARY BERRYMAN FUND— $16,911 Under the will of the late Mary Berryman this fund became effective in 1961 at The Cleveland Trust Company with income to be used for child welfare or aid for the aged. THE DR. HAMILTON FISK BIGGAR FUND— $93,774 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. GEORGE DAVIS BIVIN FUND— $178,986 This fund was created under a trust agree ment with The Cleveland Trust Company by W inifred Bivin W hite. After payment of cer tain life interests, the balance of income is used for the “advancement of mental hygiene of childhood by means of research and practical activities” with not less than 50% of in come to be distributed to organizations located outside the State of Ohio. The fund became effective for the Foundation in 1965. KATHERINE BOHM FUND— $7,337 Established by will of Katherine Bohm, in come has been available for use without restriction since 1941. Trustee, The Cleveland Trust Company. GEORGE H. BOYD FUND— $1,819,828 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 18
DESCRIPTION OF FOUNDATION FUNDS
for assisting young men and women in obtaining an education at W estern Reserve Univer sity or elsewhere, the remaminder of the income being designated for W estern Reserve Uni versity as may be determined by the Foundation Committee and officers of the University. Trustee, The Cleveland Trust Company. Effective since 1927. ALVA BRADLEY II FUND— $679,786 U nder the w ill o f A lva B rad ley II th is fund became effective in 1961 with income designated for the Cleveland Psychoanalytic Society for its use to advance the knowledge and application of psychoanalysis and to sup port projects of training and research in this field. Trustee is The National City Bank. GERTRUDE H. BRITTON, KATHERINE H. PERKINS FUND— $24,346 Created by living trust, the donors ex pressed the desire that income be made available to the Maternal Health Association of Cleveland. Trustee, The National City Bank. Effective since 1937. FANNIE BROWN MEMORIAL FUND— $141,029 Under a trust agreement with Central Na tional Bank, the late Fannie Brown created this fund “to assist mentally retarded or emo tionally disturbed children” with a prohibition against its use for capital expenditures. Trus tee is Central National Bank. Income first received in 1962. GEORGE F. BUEHLER MEMORIAL FUND— $151,056 This unrestricted fund became effective in 1961 at Central National Bank under a trust agreement executed by the late George F. Buehler. 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— $74,140 Established in 1959 under the will of Martha B. Carlisle, three-fourths of the income is designated for The American National Red Cross and one-fourth for the Young W omen’s Christian Association. Trustee, The Cleve land Trust Company. THE CENTRAL HIGH SCHOOL ENDOWMENT 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 existence. The purpose of the fund is to enable high school pupils and graduates to ob tain an education. Trustee, The Cleveland Trust Company. Income effective in 1956. THE FRED H. CHAPIN MEMORIAL FUND— $2,322,961 Created in 1959 under the will of the late Fred H. Chapin, income is available without restriction. Trustee, The Cleveland Trust _________________________________________________________________ Company. 19
DESCRIPTIO N OF FOUNDATION FUNDS
GEORGE W. CHISHOLM FUND— $194,369 Under a trust agreement betw een the late George W. Chisholm and The National City Bank, this fund became effective in 1965. One-half of the income is designated for the Cleveland Community Fund with the balance unrestricted. J. E. G. CLARK FUND— $6,464 Unrestricted income first received in 1958 under the will of }. E. G. Clark. Trustee, The Cleveland Trust Company. CLEVELAND RECREATIONAL A RTS FUND— $127,545 Established by living trust agreement by a donor who wishes to be anonymous, it is a fund of unique character. Its primary pur pose is to provide a means of procuring additional financial support for Cleveland’s cultural institutions, such as The Cleveland Museum of Art, The M usical 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 ap peal 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— $67,624 By will of Caroline E. Coit the income of this fund is distributed: tw o-fifths to the Art Museum of Cleveland; tw o-fifths to the W el fare Federation of Cleveland; one-fifth to the Cleveland School of Art for scholarships. Trustee, The Cleveland Trust Company. Effective since 1937. CLEVELAND FOUNDATION COMBINED FUND— $1,680,687 Cleveland Foundation Combined Fund, established at each of the five trustee banks, provides for the administration of gifts of vary ing amounts in a single trust at each bank for purposes of economy and efficiency. The names of the 158 memorial funds and commemorative gifts which have been deposited in the Combined Fund are listed elsewhere in 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, 1965, 1,634 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 cer tain purposes and institutions. A. E. CONVERS FUND— $5,788,119 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 por tion of the income initially became available for the Foundation in 1951. Trustee, The Cleve land Trust Company. HARRY COULBY FUND No. 1— $4,645,192 Created under the will of the late Harry Coulby, the donor provided that one-half 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— $952,895 20
DESCRIPTION OF FOUNDATION FUNDS
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 ambitious, de serving and needy boys and girls to become useful citizens. Trustee, The Cleveland Trust Company. Effective since 1947. JACOB D. COX FUND— $107,665 By trust agreement of Jacob D. Cox, in come 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. E ffec tive since 1930. S. 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— $667,514 By will of Henry G. Dalton, it was pro vided that one-sixth portion of income be paid annually to each of the following: The Cleve land Museum of Art, Kenyon College, Lakeside Hospital, W estern 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— $378,363 By will of Mrs. Dye the income from 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 Asy lum (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 W EBSTER FELIX FUND— $311,540 Under a trust agreement between the late Dr. Felix and The Cleveland Trust Company, income is designated for Baldwin-W allace Col lege. Effective in 1960. FIR ST CLEVELAND CAVALRYNORTON MEMORIAL FUND— $89,755 Established in 1964 under a trust agree ment at The Cleveland Trust Company by the First Cleveland Cavalry Association, income is used for preserving, storing and displaying memorabilia of the Association deposited with the W estern Reserve Historical Society. WILLIAM C. FISCHER AND LILLYE T. FISCHER MEMORIAL FUND— $94,371 Under the will of the late Lillye T. Fischer, this fund was established at Central National Bank in 1961. Income is used for the benefit “of crippled children, orphaned children and blind persons, who are in need.” FISHER FUND— $23,4000 Established in 1957 by Ellwood H. Fisher, J. Britton Fisher, Harriet Fisher Chandler and George C. Fisher, income is to be used for 21
DESCRIPTIO N OF FOUNDATION FUNDS
HOUGHTON CO
capital needs of hospitals and colleges in Cuyahoga County and for group work agencies which are members of the W elfare Federation of Cleveland. Trustee, The Cleveland Trust Company. ERW IN L. FISH ER AND FANNY M. FISH ER MEMORIAL FUND— $482,977 This unrestricted fund was created in 1961 at Central National Bank under the will of the late Fanny M. Fisher. EDWARD C. FLANIGON FUND— $36,448 Pursuant to the will of the late Edward C. Flanigon, income of this fund is to be used for Protestant, Catholic and Jewish institu tions caring for dependent children or aged persons. Trustee, Central National Bank. E ffe c tive in 1965. FORD FOUNDATION FUND FOR GREATER CLEVELAND ASSO CIA TED FOUNDATION— $13,021 This fund was established in 1962 with a $1,250,000 gift from The Ford Foundation to underwrite for a five year period a program of research and action on community problems to be carried on by the Greater Cleveland A sso ciated Foundation. In March, 1966 another $1,250,000 grant was made by The Ford Foun dation for continued support through 1971. Financial custody of this fund is shared in equal amounts by all five trustee banks of the Foundation. CONSTANCE C. FRACKELTON FUND No. 1— $208,177 This fund, as well as Frackelton Funds No. 6, 7 and 8 were established at The Cleveland Trust Company by the late Constance C. Frack elton and became effective in 1963. Fund No. 1 is to be used for needy crippled children. CONSTANCE C. FRACKELTON FUND No. 6— $230,714 Income is designated for support of cancer research at the W estern Reserve University School of Medicine. CONSTANCE C. FRACKELTON FUND No. 7— $99,648 Principal and income is to be used for the study of geriatrics. CONSTANCE C. FRACKELTON FUND No. 8— $29,909 Principal and income is to aid ‘‘old folks living in Protestant old folks’ homes” in Cuyahoga and Summit Counties, Ohio. THE FANNIE PITCAIRN FRACKELTON AND DAVID W. FRACKELTON FUND— $20,945 Established in 1954 by David W. Frackel ton as a living trust. Income is to be distributed to St. Vincent Charity Hospital for (1) the treatment and benefit of persons afflicted with chronic alcoholism, (2) the benefit of the indigent sick. 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 aug mented by his widow, Constance C. Frackelton. Trustee, The Cleveland Trust Company. E f fective since 1941. 22
DESCRIPTION OF FOUNDATION F iiw n c
THE GEORGE FREEMAN CHARITY FUND— $49,019 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 poor children of the City of Cleveland. Trustee, The Cleveland Trust Company. Effective since 1930. FREDERIC H. GATES FUND— $286,713 Under the will of the late Frederick 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. E ffec tive in 1929. THE WILLIAM F. AND ANNA LAWRENCE GIBBONS FUND— $492,557 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. WILLIAM A. GIFFHORN FUND— $2,476 This unrestricted fund was established at The Cleveland Trust Company in 1961 under the will of the late William A. Giffhorn. 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. JULIUS E. GOODMAN FUND— $534,680 Established in 1962 under Mr. Goodman’s will, income is used for child welfare. Trustee, The Cleveland Trust Company. THE GEORGE C. AND MARION S. GORDON FUND— $3,330,364 This fund was established at The Cleve land Trust Company in 1964 under the will of the late Marion S. Gordon. Income is to be used for educational and cultural activities with preference in the field of music and for the Cleveland Orchestra. ROBERT B. GRANDIN FUND— $425,663 This unrestricted fund was established at the Union Commerce Bank in 1965 under the will of the late Robert B. Grandin. THE EUGENE S. AND BLANCHE R. HALLE MEMORIAL FUND— $1,957,691 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 prin cipal with one-half for Jewish philanthropies. Certain attorneys for the Halle family are to be consulted in the selection of beneficiary agencies. Trustee, The Cleveland Trust Company. EDWIN T. AND MARY E. HAMILTON FUND— $1,188,894 U nder the w ill of the late F lo re n c e A. Hamilton this fund was created in 1961 in memory of her parents. Income is to be used for 23
DESCRIPTION OF FOUNDATION FUNDS
Amasa Stone House, Benjam in Rose Institute and the Society for the Blind at the discre tion of the Distribution Committee. Trustee, The Cleveland Trust Company. THE LYNN J. AND EVA D. HAMMOND MEMORIAL FUND— $1,250,268 Lynn J. Hammond, by will, established this fund for the benefit of aged men and women, after the payment of certain life interests. Trustee, The Cleveland Trust Company. Effective since 1942. LEONARD C. HANNA, JR. FUND No. 1— $303,814 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— $248,621 By trust agreement with the National City Bank, this fund and the three following funds were 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. Effective in 1960. LEONARD C. HANNA, JR. A SSOCIATED FOUNDATION TR U ST— $2,787,191 E s ta b lis h e d in 1962 to m atch th e Ford Foundation grant, this fund supports the program of the Greater Cleveland Associated Foun dation in research and action on community problems. LEONARD C. HANNA, JR. CLEVELAND FOUNDATION SPECIAL PURPOSE FUND— $1,115,315 This fund was established in 1961 for study, planning and stimulation of charitable activities and philanthropic organizations. LEONARD C. HANNA, JR. COMMUNITY DEVELOPMENT FUND— $5,735,891 Created in 1961, this fund is used to sup port the work of the Cleveland Development Foundation and under certain circumstances the University Circle Development Foundation. All five of the Foundation’s trustee banks have a share in fiscal management of the fund. THE KATE HANNA HARVEY MEMORIAL FUND— $52,836 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 Na tional City Bank. Effective since 1937. MELVILLE H. HASKELL, M ARY H. HUNTER, GERTRUDE H. BRITTON AND KATHARINE H. PERKINS FUND— $120,747 Created by living trust, the donors ex pressed the desire that income be divided upon a prescribed basis between the Cleveland Community Fund and the Maternity 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— $9,901 24
D ESCRIPTIO N OF FOUNDATION FUNDS
This unrestricted fund was established in 1960 under the will of George Halle Hays. Trustee, The Cleveland Trust Company. KAUFMAN HAYS MEMORIAL FUND— $7,034 This unrestricted fund was established at the Union Commerce Bank in 1962 by the eight grandchildren of Kaufman Hays to perpetu ate his memory. THE HIRAM HOUSE FUND— $8,989 This fund was formed by Trustees of The Hiram House who, in 1939, transferred to the trust certain gifts previously made for the bene fit of that organization. The trustees directed that income be paid to The Hiram House. Trus tee, The Cleveland Trust Company. THE JACOB HIRTENSTEIN FUND— $5,771 Mr. Hirtenstein, a resident of Chicago, left this bequest in 1929 without restriction on use of income. Trustee, The Cleveland Trust Com pany. CENTUREENA S. HOTCHKISS FUND— $83,037 Under the will of the late Mrs. Hotchkiss this unrestricted fund was created in 1963 at Society National Bank. 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 Caro line Bonnell Jones with income restricted to charitable institutions maintained for the bene fit of children. Trustee, The National City Bank. Effective since 1951. JAMES S. JORDAN FUND— $15,795 Created in 1941 under the will of James S. Jordan who requested that consultation 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 Chil dren’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 pursuant 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— $562,621 This unique fund was established in 1940 under a trust agreement by the late Frederick W. Judd who provided that income be dis bursed to the Cleveland Public Library “to enable it to extend its facilities to those who may be ill or incapacitated, and unable personally to come to its Main Library or branches.” Trustee, The Cleveland Trust Company. ISAAC THEODORE KAHN FUND— $902,191 25
DESCRIPTIO N OF FOUNDATION FUNDS
Under the late Mr. Kahn’s will, this fund becam e effective in 1965 at Union Commerce Bank. Income is designated for the Natural Science Museum. KARAMU HOUSE TR U ST— $1,121,795 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. CLARENCE A. KIRKHAM MEMORIAL FUND— $205,724 Under the will of Mr. Kirkham’s widow, income of this fund is to be used for orphaned, dependent and tubercular children. Trustee, Central National Bank. Effective since 1962. JOHN R. KISTN ER FUND— $24,906 This unrestricted fund was established at The National City Bank in 1964 under the will of the late John Kistner. OTTO AND LENA KONIGSLOW MEMORIAL FUND— $1,777,430 Created by the late Otto Konigslow, Jr. under a trust agreement with The Cleveland Trust Company, this fund became effective in 1965 with income to be used for “educational advancem ent” after payment of certain life annuities. ELROY J. AND FYN ETTE H. KULAS FUND— $613,110 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— $181,852 Under the will of Robert M. Linney, in come from this trust is subject to certain life uses but otherwise available for the Founda tion without restriction. Trustee, The Cleveland Trust Company. Effective since 1929. ELLA L. LOWMAN FUND— $1,012 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 ex pressed 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 Company. Effective in 1951. CLEMENS W. LUNDOFF AND HILDA T. LUNDOFF FUND— $322,370 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— $25,819 Under the will of Frank J. Lynch, income is available without restriction after the payment of certain life interests. Trustee, The Cleveland Trust Company. Effective in 1959.
26
DESCRIPTION OF FOUNDATION
v it m t ic
NELLIE LYNCH FUND— $145,905 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. THERESA MAE Mac NAB FUND— $79,880 Under the will of Miss Mac Nab this fund became effective in 1965 with income to be used to provide scholarships for student nurses. Trustee, The National City Bank. ALICE KEITH MATHER FUND— $119,454 Alice Keith Mather directed in her will that income be expended for the purpose of cancer research. Trustee, The Cleveland Trust Company. Effective since 1951. THE LEW IS A. AND ELLEN E. McCREARY MEMORIAL FUND— $12,129 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 with out specific designation. Trustee, The Cleveland Trust Company. THE ALBERT YOUNGLOVE MERIAM AND KATHRYN A. MERIAM FUND— $21,831 E sta b lish e d under the w ill o f A lb ert Meriam in 1956 and augmented by memorial gifts of friends and relatives, this fund is not restricted as to purpose. Trustee, The Cleveland Trust Company. ALICE BU TTS METCALF FUND— $5,000 Created by will of Alice Butts M etcalf in 1946, this fund is designated for the Cleveland Humane Society, now Children’s Services. Trustee, The Cleveland Trust Company. ANNA B. MINZER FUND— $13,881 Established by will of Anna B. Minzer in 1955, the donor expressed the preference 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 Inva lids Home of Cleveland and Bellevue Hospital, Bellevue, Ohio. Trustee, The Cleveland Trust Company. E. FREEMAN MOULD FUND— $108,200 U nder a tru st ag reem en t b etw een Mr. Mould and The Cleveland Trust Company, this unrestricted fund became effective in 1959. JANE C. MOULD FUND— $657,898 27
D ESCRIPTIO N OF FOUNDATION FUNDS
Under a trust agreement between the late Mrs. Mould and The Cleveland Trust Company, this unrestricted fund becam e effective in 1961. THE CRISPIN AND KATE OGLEBAY TR U ST— $2,001,639 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, W est Virginia; and one-half of the income may be used for W estern 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 and under the will of Miss Kate Oglebay. Trustee, Central National Bank of Cleveland. M ARY 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 W illiam P. Palmer under a trust agreement without designation of use of income but with the sugges tion that it might be used for administrative expense of the Foundation. Trustee, The Cleve land Trust Company. Effective since 1929. THE DR. CHARLES B. PARKER MEMORIAL FUND— $344,363 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 W estern Reserve University for research in the field of medicine, surgery, preventive medicine and diseases or for support of the medical school. DOUGLAS PERKINS FUND— $117,319 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. W ALTER D. PRICE FUND— $17,232 Since 1938, subject to the life interest of one beneficiary, the income of the trust created by will of W alter D. Price has been avail able without restriction. Trustee, The Cleveland Trust Company. WILLIAM H. PRICE FUND— $31,628 E sta b lish e d p u rsu an t to a se ttle m e n t agreement in 1922 after the death of Mr. Price, income is available for the general purposes of the Foundation. Trustee, The Cleveland Trust Company. CLAY L. AND FLORENCE RANNELS REELY FUND— $95,103 Income of this unrestricted fund was first received in 1965 under the will of the late Mrs. Reely. Trustee, Society National Bank. THE RETREAT MEMORIAL FUND— $107,616 Trustees of The Retreat, an institution formerly maintained for the care of unmarried mothers and their children, received approval 28
DESCRIPTION OF FOUNDATION FUNDS
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 Com p an y_____________________________________________________________________________________ CHARLES L. RICHMAN FUND— $99,738 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. RICHMAN FUND— $84,759 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— $218,790 Established pursuant to the will of Alice M. Rockefeller in 1943 with no restriction as to use of income. Trustee, The Cleveland Trust Company. CHARLES F. RUBY FUND— $158,797 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 charitable endeavors organized for the purpose of helping subnormal chil dren to be self-sustaining and independent.” Trustee, The Cleveland Trust Company. MARY COIT SANFORD FUND— $39,831 Created under the will of Mary Coit San ford in 1938, income is designated as follows: one-eighth for a scholarship at Flora Stone M ather College known as “The Harriet Fairfield Coit Scholarship,” one-eighth for a scholar ship at Flora Stone Mather 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 Memo rial 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 San ford set up a trust fund in 1931 in her memory, the donors designating income for the “pro gram committee of the W omen’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 Myrta Jones Cannon, Eleanor Ferris, Frances S. Goff, Lucia McC. McBride, Florence J. Sherwin, Gladys M. Strong, Selma Sullivan, Alice W. Teagle. Trustee, The Cleve land Trust Company. DR. HENRY A. AND MARY SCHLINK MEMORIAL FUND— $39,456 Established under the will of the late Mrs. Schlink in 1965 at The National City Bank, this fund is not restricted as to purpose. WILLIAM C. SCOFIELD MEMORIAL FUND— $155,881 This unrestricted fund was created by the late Flossie D. Scofield under a trust agreement with The Cleveland Trust Company. It becam e effective for the Foundation in 1964. FRANK S. SHEETS AND ALBERTA G. SHEETS MEMORIAL FUND— $19,893 29
DESCRIPTIO N OF FOUNDATION FUNDS
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— $99,516 Established by will of Julia W arren Shunk in 1919, income designated for The Cleveland Protestant Orphan Asylum (Beech Brook). Trustee, The Cleveland Trust Company. THE THOMAS AND ANNA SIDLO FUND— $291,723 E s ta b lis h e d in 1956 u nder the w ill of Thomas L. Sidlo, this fund is designated for the following institutions: one-seventh of the income to each of three schools of W estern Reserve University: Adelbert College, Franklin Thomas Backus Law School, and the Graduate School; four-sevenths of the income to the M usical Arts Association. Trustee, The Cleveland Trust Company. THE NELLIE B. SNAVELY FUND— $525,625 This fund becam e effective in 1956 under the will of Miss Snavely. Income is to be distributed as follow s: one-half for the aid of sick, crippled or needy children; one-sixth to the Cleveland Community Fund; one-sixth to Lake side Hospital; one-sixth to St. John’s Hospital. Trustee, Central National Bank. A. L. SOM ERS FUND— $184,786 Created under the will of A. L. Somers in 1949, income is unrestricted as to use. Trustee, The Cleveland Trust Company. WILLIAM J. SOUTHW ORTH FUND— $453,530 This fund was created by trust agreement signed in 1919 by Mrs. C. Ada Meniaud, donor, and The Cleveland Trust Company. A por tion 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— $14,880 Established by will of Dr. George P. Soyer, the donor requested that income be applied “to provide a bed” to be known as the “Eliza beth Boersig Soyer Bed” in a Catholic Hospital, and that “another similar bed be m aintained” 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. SPELLMAN FUND— $10,704 Established by will of the late Marion R. Spellman in 1932. The donor expressed the desire that income be used to 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— $18,878 This fund was established in 1955 as a memorial to their mother by five brothers, David, Edward, Geoffrey, John and W illiam Gates. Income and principal are used to provide scholarships for Elyria High School gradu 30
DESCRIPTIO N OF FOUNDATION FUNDS
ates, selection being made by a committee of five Elyria citizens. Trustee, The Cleveland Trust Company. CATHERINE E. STEW ART, MARTHA A. STEW ART, JUDITH H. STEW A RT AND JEANNETTE STEW A RT MEMORIAL FUND— $12,100 This fund became effective in 1962 under the will of the late Jeannette Stewart with income to be used for aid of elderly persons. Trus tee, The Cleveland Trust Company. CHARLES L. AND MARION H. STONE FUND— $187,538 Created by trust agreement in 1955 by the late Charles L. Stone, use of income is not restricted. Trustee, The Cleveland Trust Com pany. HARRIET B. STO RRS FUND— $747,778 Created under a trust agreement with The Cleveland Trust Company by the late Miss Storrs, this fund became effective in 1961. In come is to be used for “the well being of the inhabitants . . . of Painesville, Ohio.” MAYBELLE G. AND FINTON L. TORRENCE FUND— $87,481 By will of Finton L. Torrence, income be came available in 1958 for the benefit of The Society for Crippled Children. Trustee, The Cleveland Trust Company. CHARLES F. UHL FUND— $1,108 C reated under testa m en ta ry tru st of Charles F. Uhl, this was the Foundation’s initial fund effective in 1919. Income made avail able to The W elfare Federation of Cleveland, successor to the Cleveland Federation for Char ity and Philanthropy named by the donor. Trustee, The Cleveland Trust Company. JOHN F. AND MARY G. WAHL MEMORIAL FUND— $412,906 Under a trust agreement and the will of the late John F. Wahl, this unrestricted fund was established in 1961. Trustee, Central Na tional Bank. JESSIE MacDONALD WALKER MEMORIAL FUND— $42,632 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— $560,037 Subject to one life interest, a portion of the income of this fund which was established under a trust agreement by Mrs. W ason 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 A ssociation 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. W ason’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 TRU ST— $374,898 31
DESCRIPTION OF FOUNDATION FUNDS
Created under a trust agreement signed by Mr. and Mrs. W heeler in 1919, income is available for general philanthropic purposes. Trus tee, The Cleveland Trust Company. Effective since 1954. EDWARD LODER W HITTEM ORE FUND— $25,684 E s ta b lis h e d by w ill o f Edw ard L od er W hittemore in 1931 for general philanthropic purposes. Trustee, The Cleveland Trust Com pany. JAM ES D. W ILLIAM SON FUND— $5,212 This fund, created by will of James D. W il liamson in 1939, is for the benefit of The Hiram House of Cleveland. Trustee, Central Na tional Bank. THE GEORGE H., CHARLES E„ AND SAMUEL DENNY W ILSON M EMORIAL FUND— $187,166 This fund was created under the will of the late Margaret A. W ilson 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 Cleve land Trust Company. Effective since 1919. EDITH ANISFIELD W OLF FUND— $4,489,000 This fund became effective in 1964 under a trust agreement with The Cleveland Trust Company by the late Edith Anisfield W olf. The donor provided for certain life annuities and expressed the desire that the balance of in come be used in equal parts for Jewish and non-Jewish organizations. There is also provi sion for annual memorial grants to named institutions, two national A nisfield-W olf literary awards for creative writing on racial relations and an annual award to a Cleveland organiza tion selected for “outstanding service to the human community.” DAVID C. W RIGHT MEMORIAL FUND— $229,706 By will and trust agreement, this fund was established by the late David C. Wright for the care of crippled children. Income first avail able in 1958. Trustee, The National City Bank.
32
DESCRIPTION OF FOUNDATION FUNDS
GRANTS
1965 AID FO R ELDERLY PERSO N S M aintenance, nursing and hospital care A LBERT EIN STEIN COLLEGE OF MEDICINE, NEW YORK, NEW YORK For educational purposes* AM ASA STO N E HOUSE O perating support* AM ERICAN COUNCIL FO R JUDAISM , NEW YORK, NEW YORK G eneral support* THE AM ERICAN JEW ISH COM M ITTEE, CLEVELAND CHAPTER For study of recruitm ent and advancem ent p ractices among local corporations AM ERICAN NATIONAL RED C R O SS, W ASHINGTON, D.C. G eneral support* AN ISFIELD -W O LF AWARD COM M ITTEE, PRINCETON, NEW JE R SE Y Aw ards for creative and technical w riting in racial relations*
*Payments designated by donors
$11,139.78
5,000.00 16,792.43
2,000.00
15,000.00
A N TI-TU BERCU LO SIS LEAGUE OF CLEVELAND AND CUYAHOGA COUNTY For tuberculin testing of school children (one of three payments)
4,101.26
A SSO C IA TIO N OF OHIO PHILANTHROPIC HOMES FOR AGED, INC. Training course for nu rses’ aides and housekeepers for nursing homes
4,000.00
BALDW IN-W ALLACE COLLEGE Operating support* Scholarships For College Union Building (final payment) For Life Scien ces Building (first of four payments)
25,000.00
BARTON CENTER Operating support (first of three payments)
10,600.00
BEECH BROOK Operating support* To increase staff by addition of a child therapist (first of three payments) To establish a foster home (final of three payments)
1,743.19
4,300.00
33
GRANTS
14,665.10 7,260.46 25,000.00
19,516.96
9,000.00 700.00
r
A n i n s p e c t i o n t o u r a t e x p a n d i n g H e a lt h Hill H o s p ita l f o r c o n v a l e s c e n t c h i l d r e n
A t th e C l e v e l a n d H e a r i n g and S p e e c h C e n te r, t e c h n i c a l and h u m a n skill c o m b i n e to h e lp w h e r e n o r m a l c o m m u n i c a t i o n h a s b e e n d en ied
BELLEFAIRE W ork training p ro ject for em o tionally disturbed teenagers (second of three payments) BELLEVUE HOSPITAL, BELLEVUE, OHIO Operating support* BENJAMIN R O SE IN STITU TE For a protective service demon stration with older persons O perating support of nursing homes program For home health service tied in with M edicare* BOARD OF EDUCATION, CLEVELAND Camping opportunities for underprivileged children For an educational program at DePaul, Booth and C rittenton Homes For a M aster of A rts in Teaching program with John Carroll U niversity BOY SCO U TS, GREATER CLEVELAND COUNCIL Dem onstration program for Inner-City Youth (final payment)
^Payments designated by donors
BRENTW OOD H O SPITA L For building expansion BU SIN ESSM EN 'S IN TERRACIAL COM M ITTEE ON COMMUNITY A FFA IR S R ecipient of the A nisfield-W olf Award for outstanding service to the human community — to be used for operating purposes
10,000.00
1,592.17
21,000.00
CAPITAL U N IV ERSITY, COLUMBUS, OHIO For scholarships*
42,000.00 16,792.42
CASE IN STITU TE OF TECHNOLOGY To augment p ro fesso rs’ salaries* Scholarships For expanding the library co lle c tion (final of four payments) For a study of collaborative activities with W estern R eserve U niversity
8,238.25
8,000.00
10,000.00
5,000.00
725.78
7,801.33 6,174.79 25,000.00
38,000.00
CATHOLIC COUNSELING CENTER O ffice equipment 2,000.00
500.00
CHILDREN’S SER V IC ES Operating support* Special services for children
10,000.00
34
GRANTS
129.32 175.86
T h e I n d u s t r i a l D i v i s i o n o f the C l e v e l a n d S o c i e t y f o r th e B lin d h a s b e e n s t r e n g t h e n e d and i ts s e r v i c e s to c h i l d r e n i n c r e a s e d
T u b e r c u l i n t e s t in g o f s c h o o l ch ild re n , a p rim e s e r v i c e of the A n t i - T u b e r c u l o s i s L ea g u e o f C l e v e land and C u y a h o g a C o u n ty
CHILDREN’S TH EA TRE OF SH AKER HEIGH TS DRAMA AWARD Beduhn Drama Awards to two graduating high school students*
CLEVELAND COUNCIL OF CAMP FIRE GIRLS, INC. Dem onstration program with mothers and young daughters
THE CIRCLE W O RKSH O P O perating support (first of two paym ents)
50.00
5,000.00
CLEVELAND BASEBA LL FEDERATION G eneral support*
100.00
CLEVELAND CENTER ON ALCOHOLISM O perating support* CLEVELAND CHRISTIAN HOME To im prove social services for dependent children CLEVELAND COM M ISSION ON HIGHER EDUCATION Continuing support for study to improve teach er training in G reater Cleveland colleges
*Payments designated by donors
CLEVELAND DEVELOPMENT FOUNDATION Operating support* 129,188.23 Grants by Cleveland Development Foundation: Planning Study of Downtown Cleveland 49,230.32 Euclid Innerbelt A ssociation 12,000.00 Governm ental R esearch Institute 14,000.00 Study of Cleveland port facilities 10,000.00 Study of “Open Space in Urban D esign” 10,961.56
10,000.00
CITY M ISSIO N For the building program
6,238.00
CLEVELAND GUIDANCE CENTER For strengthening professional services
16.47
3,500.00
CLEVELAND HEARING AND SPEECH CENTER For the building program For program in language disorders of children (first of five payments) Speech therapy program for adults (final of five payments)
7,500.00
35
GRANTS
18,000.00
15,000.00
18,000.00 1,550.00
CLEVELAND H O SPITA L COUNCIL For nurse recruitm ent program (second of three paym ents) CLEVELAND IN STITU TE OF A RT Sch olarsh ip s* Equipm ent and m aterials for fifth -year graphic design program CLEVELAND IN STITU TE OF M USIC For operating support Sp ecial grant for the building fund CLEVELAND IN TERNATIONAL PROGRAM FO R YOUTH LEADERS For operating support For a Tenth A nniversary brochure
“‘Payments designated by donors
10,200.00
20,000.00 6,274.99
2,500.00 4,000.00
8,180.00
CLEVELAND MUSEUM OF A RT O perating support*
5,956.60
CLEVELAND PLAY HOUSE G eneral operating* For child ren’s con certs* For new dram atic w ork*
36
712.80
CLEVELAND M ETRO POLITAN GENERAL H O SPITA L Annual award to graduating nurse* T extb ook s and equipm ent for the Harold H. Brittingham M em orial Library
CLEVELAND M USIC SCHOOL SETTLEM EN T For establishm ent of the South Side Branch (final of three payments) For special programs For rem odeling of the heating system
M e m o r a b i l i a o f the F i r s t C l e v e l a n d C a v a l r y t a k e t h e i r p l a c e in a p e r m a n e n t d is p la y at the W e s t e r n R ese rv e H isto rical S o c ie ty
5,000.00
GRANTS
286.86
3,833.00 10,000.00 6,100.00
1,033.56 1,000.00 411.41
CLEVELAND POLICE DEPARTM ENT To Juvenile Bureau for prevention of delinquency* CLEVELAND PSYCHOANA LYTIC SO C IETY FOUNDATION O perating support* CLEVELAND PUBLIC LIBRA RY Library services to handicapped persons in their hom es* For jo b classificatio n and salary scale study of libraries in Cuyahoga County THE CLEVELAND SO C IETY FO R THE BLIND For C hildren’s Serv ices* O perating support* To strengthen the Industrial Division
293.14
11.12
40,739.35
10,000.00
16,792.43 6,945.50 8,000.00
CLEVELAND W OM EN’S O RCH ESTRA For purchase of grand piano
1,000.00
CLEVELAND ZOOLOGICAL SO C IETY O perating support*
1,000.00
COLLEGE CENTER, PAIN ESVILLE, OHIO Sch olarsh ips for junior college students
2,000.00
COMMUNITY ACTION FOR YOUTH, INC. Juvenile D elinquency Program in Hough A rea
100,000.00
CONSUM ER CREDIT COUNSELING SERVICE For expansion of staff and services COUNCIL GARDENS O perating support
^Payments designated by donors
7,500.00 T h e In s t it u t e of M u s i c — a w e l l- s p r in g o f ta le n t fo r c r e a ti n g , p la y in g and t e a c h i n g in the s p h e r e of m u s i c a l art
441.27
37
GRANTS
COUNCIL OF CHURCHES OF CH RIST OF G REA TER CLEVELAND For use by the Task F orce on Poverty
779.89
COUNCIL ON FOUN ATIONS, NEW YORK, NEW YORK Support of com m unity trust program
1,500.00
COUNCIL ON HUMAN RELATIO N S G eneral support* COUNTY OF CUYAHOGA W ELFARE DEPARTM ENT Household equipm ent and clothing for fam ilies of widows with dependent children For cam perships CUYAHOGA COMMUNITY COLLEGE For scholarships For a com prehensive rem edial education program for freshm en
R e s t o r a t i o n of D u n h a m T a v e r n p r o v i d e s a full c h a p t e r fro m C l e v e l a n d ’s h i s t o r y in s t a g e c o a c h d ay s
38
1,737.00 3,325.00
3,500.00 2,500.00
CUYAHOGA COUNTY A SSO C IA TIO N FOR RETARDED CHILDREN AND ADULTS For strengthening of staff to improve services
20,000.00
DAY N URSERY A SSO C IA TIO N OF CLEVELAND For the building fund and fence repair Operating support*
10,000.00 1,000.00
DOBAMA TH EATRE For remodeling of theatre
2,000.00
DORCAS HOME Operating support*
1,592.17
D RO PSIE COLLEGE, NEW YORK, NEW YORK General support*
♦Payments designated by donors
100.00
GRANTS
100.00
DUNHAM TAVERN For restoration and preservation of historical building EDUCATIONAL RESEARCH COUNCIL OF GREATER CLEVELAND R esearch and developm ent services for primary and secondary school system s (first of three payments)
--------- --------------- ---------- ----------
EDUCATIONAL TELEVISIO N A SSO C IA TIO N OF M ETRO POLITAN CLEVELAND Sp ecial grant to open a second television channel ELIZA BRYANT HOME FOR AGED O perating support* ELIZA JENNINGS HOME For the building expansion program ELYRIA M EM ORIAL H O SPITA L M aintenance of a bed on the W illiam N. G ates M em orial Floor*
10,000.00
GARDEN CENTER OF GREATER CLEVELAND Support of library*
38,443.92
20,000.00
28.64
22,068.72
305.50
FA IR V IEW PARK H O SPITA L M aintenance of a bed*
451.34
FENN COLLEGE Fin al paym ent on four-year grant for new lecture hall-auditorium adm inistration com plex Scholarships
■ ‘‘Payments designated by donors
1,650.98 2,000.00
25,000.00 3,189.17
39
12,500.00
500.00
GOLDEN AGE CENTER O perating support of W est Side Center (final of three payments)
11,668.00
GOVERNMENTAL RESEARCH IN STITU TE For a community education program related to the basic facts of taxation and governm ental expenditures at the local level (first of three payments)
11,000.00
GREAT LAKES SH AKESPEARE ASSO CIATIO N , INC. Support of perform ances for high school students (first of two payments)
10,000.00
GREATER CLEVELAND A SSO C IA TED FOUNDATION For operating purposes G rants by G reater Cleveland A ssociated Foundation: Chamber of Commerce brochure for Cleveland O rchestra City of Cleveland job training project Cleveland Sm all business opportunities Cleveland Commission on Higher Education Community A ction for Youth, Inc. Cuyahoga Community College Rem edial education program Council on Human R elations Cuyahoga County Juvenile Court casew ork program Cuyahoga County M ayors and City M anagers A ssociation
1,300.00
FAIRM OUN T PR ESBY TERIA N ptjt L H Utd Kno Lh G eneral support*
FAM ILY SER V IC E A SSO C IA TIO N G eneral support* H om em aker service*
FO R E ST CITY H O SPITA L For operating and debt retirem ent*
GRANTS
105,916.88
10,000.00 1,513.25 37,240.00 10,000.00 100,000.00 2,500.00 10,000.00 13,000.00 53,215.00
G overnm ental R esearch In stitute Public Service Internship program G overnm ental R esearch Institute tax education program Internship program in philanthropy G reater Cleveland N eighborhood C enters A sso ciatio n A rea C ouncils G reater Cleveland Neighborhood C enters A ssociation — M ount P leasant Community C enter Housing Program John C arroll U niversity and Cleveland Board of Education M aster of A rts in teaching Lake Erie W atershed C onserva tion Foundation PACE A ssociation operating support PACE A ssociation adult literacy program Urban League — skills bank brochure W elfare Federation Planning Unit W estern R eserve U niversity Graduate program in public m anagem ent scien ce W estern R eserve U niversity Counselor Training W estern R eserve U niversity Peace Corps M aster of A rts in teaching W estern R eserve U niversity Com pensatory Education Young W om en’s Christian A ssociation — special training in race relations
I n n e r - c i t y y o u t h t a k e to the o p e n as B o y S c o u t s sh o u ld — a s p e c ia l p ro g ra m o f the G r e a t e r C l e v e la nd C o u n cil, B S A
‘‘Payments designated by donors
40
GRANTS
5,000.00 11,000.00 1,567.45
20,000.00
19,840.00
37,800.00 10,000.00 37,000.00 20,000.00 3,000.00 26,000.00
78,000.00 17,000.00
14,167.00 20,250.00
7,483.00
CriyGr,
G REA TER CLEVELAND NEIGHBORHOOD CEN TERS A SSO C IA TIO N For equipm ent needs of m ember agencies For a community education pro gram (second of three payments) O perating support for initial years of agency (final of three payments) For cam perships For in-service-training of staff second of three payments) G lenville Neighborhood and Community Centers for tutorial services G oodrich-Sterling Center For station wagon R ehabilitation program The Hiram House For construction of the Health Lodge O perating support* M errick House Equipm ent for the Day Care Program M ount P leasant Community Center For tutorial services Rent, equipm ent and salary subsidy W est Side Community House For station wagon For extension of group work services
14,000.00
THE H A TTIE LARLHAM FOUNDATION, MANTUA, OHIO For the building fund
5,000.00
HEALTH FUND OF G REATER CLEVELAND G eneral support
4,128.05
HEALTH HILL H O SPITA L FOR CONVALESCENT CHILDREN For building expansion
10,000.00
^Payments designated by donors
. J
b y - V a lU - V 'te M , f
.
i n
v
4 'it
.9
t.V ,
•«
6
^
7,503.99 2,500.00
5,000.00 1,500.00 1,850.00
5,000.00 2,230.00 3,000.00 B o o k p l a t e p r e s e n t e d b y an a p p r e c i a t i v e r e a d e r in o n e o f the e l e m e n t a r y s c h o o l l i b r a r i e s the P A C E A s s o c i a t i o n h a s h e lp e d p ro v id e
8,083.16 828.03
1,341.00
T h e G o ld e n A g e C e n t e r — a p l a c e d e s i g n e d fo r the r e c r e a t i o n o f o l d e r p e o p l e on th e i r o w n t e rm s and in t h e i r o w n i n t e r e s t s
5,000.00 5,000.00 2,315.00
41
GRANTS
HEBREW FREE LOAN A SSO C IA T IO N For two aw ards in memory of John A nisfield and Eugene E. W olf* HIGHLAND V IEW CUYAHOGA COUNTY H O SPITA L R ecreation services for em ployees* H ILLC REST H O SPITA L For the building program
1,000.00
417.95 20,000.00
H O M ECRA FTERS SHOP For painting and repairs at new location
1,000.00
HUNTINGTON CULTURAL CEN TERS O perating support at M anakiki
10,000.00
HURON ROAD H O SPITA L For the building fund
30,000.00
JEW ISH COMMUNITY CENTER For the Eugene and Blanche Halle Park at Camp W ise*
200,000.00
JEW ISH COMMUNITY FED ERA TION OF CLEVELAND G eneral support*
12,500.00
JEW ISH FAM ILY SERVICE A SSO C IA TIO N D em onstration program with low income fam ilies
18,100.00
JEW ISH O RTH ODOX HOME FO R A G ED For the building fund
16,668.00
*Payments designated by donors
A r t i f i c i a l k i d n e y m a c h i n e s a r e a m o n g the c o n tin ual i n n o v a t i o n s in t r e a t m e n t a n d t r a i n i n g at Mt. S i n a i H o s p i t a l C l a s s r o o m at W e s t e r n R e s e r v e — th e e d u c a t i o n a l “ c h e m i s t r y " t a k in g p l a c e h e r e p r o v e s ou t th e u n i v e r s i t y ’s p r o g r a m s in r e s e a r c h , t e a c h i n g and e x pansion
42
GRANTS
JOHN CARROLL U N IV ERSITY For the building fund For the new scien ce center (final of four payments) For a M aster of A rts in teaching program w ith Cleveland Board of Education Study to determ ine college potential of entering freshm en Sum m er courses in reading and m athem atics for inner-city high school students Scholarships JO N ES HOME For recreation al and educational needs of children* G eneral operating* JULIE BILLIA RT SCHOOL FOR EXCEPTION AL CHILDREN For building expansion KARAMU HOUSE O perating support* For con feren ces on human relations Im provem ents to m eet Fire P re vention Bureau standards KENYON COLLEGE G eneral support* LAKE ERIE COLLEGE, PAINESVILLE, OHIO For lectu re series H arriet B. Storrs and Lake Erie College scholarships O perating support*
LAKE ERIE W ATERSHED CON SERVA TIO N FOUNDATION For reorganization and operating purposes
10,000.00
30,533.00
LEGAL AID SO CIETY Em ergency operating grant
10,000.00
12,000.00
LITTLE S IS T E R S OF THE POOR General support*
270.44
5,400.00 9,830.39
THE LOMOND A SSO C IA TIO N Program for stabilisation of racially integrated neighborhood
7,994.00
LUTHERAN HOME FO R THE AGED To provide for a m edical director
4,000.00
20,000.00 25,000.00
5,144.85 1,510.34
15,000.00 52,156.82 2,500.00 4,000.00 4,531.01
1,500.00 11,000.00 250.36
LAKE ERIE JUNIOR NATURE AND SCIENCE CENTER For the building program (first of three payments)
9,400.00
LAKE ERIE OPERA TH EA TRE O perating support (first of two payments)
10,000.00
'‘Payments designated by donors
LUTHERAN HOSPITAL Annual award for graduate of school of nursing* Conference expenses for surgeons*
126.03
M A RYCREST SCHOOL For equipment
2,500.00
MATERNAL HEALTH A SSO C IA TIO N G eneral support*
6,011.79
MAYFIELD CITY SCHOOL D ISTR IC T For a new team -teaching technique in English for junior high students
600.00
MENNINGER FOUNDATION, TOPEKA, KANSAS General support*
500.00
MENTAL HEALTH REH ABILI TATION AND RESEARCH, INC. Operating support of “half-way house” for discharged mental patients (final of five payments)
43
923.42
GRANTS
10,000.00
M O N TEFIO RE HOME For rem odeling and building addition MORELAND COMMUNITY A SSO C IA TIO N Program for stabilization of racially integrated neighborhood MORGAN SCHOOL Student aw ards* M ORLEY LIBRARY, PAIN ESVILLE, OHIO For books to be used in junior college courses THE MOUNT SINAI H O SPITA L OF CLEVELAND For acquisition of five artificial kidney m achines For support of the P sychiatric D ivision (fourth of five payments) Support of a Chair in M edicine (third of tw elve paym ents)* M USICAL A R TS A SSO C IA TIO N O perating support* For C hildren’s C oncerts* O perating support NATIONAL CONFERENCE OF C H RISTIA N S AND JEW S General support* NATIONAL JEW ISH H O SPITA L, DENVER, COLORADO General support* NATURAL SCIENCE MUSEUM For the planetarium program* For im provement of the library For a study of present and future educational programs G eneral operating support* NATURE CONSERVANCY, OHIO CHAPTER For conservation of the M entor M arsh, Lake County, Ohio
*Payments designated by donors
NOTRE DAME COLLEGE For a language lab oratory (first of three payments)
20,000.00
OGLEBAY IN STITU TE, W HEELING, W E ST VIRGIN IA O perating support of educational and recreation al program s*
5,000.00
PACE A SSO C IA TIO N To im prove the quality of public school education To provide elem entary school libraries in Cleveland public schools
79.52
1,000.00
17,000.00 12,000.00 25,000.00 8,557.37 2,000.00 50,000.00
1,000.00 7,000.00
4,669.81
PHILLIS W HEATLEY A SSO C IA TIO N For replacem ent of gymnasium flooring
1,500.00
ST. JOHN’S H O SPITA L Operating support* 16,000.00
44
15,000.00
PHILANTHROPIC D EVELO P MENT PRO G RAM S Publications about philanthropy and community needs
ST. JOHN'S HOME FOR DEPENDENT G IRLS, PAINESVILLE, OHIO For the building program
7,475.00 10,645.57
24,500.00
2,500.00
R O SE-M A RY HOME FOR CRIPPLED CHILDREN Operating support*
100.00
54,203.35
PARMADALE Operating support* Tow ard cost of installing stall show ers
REGIONAL H O SPITA L PLANNING BOARD First of three paym ents for operating support
100.00
5,000.00
GRANTS
270.44
20,000.00
340.87
12,500.00 3,668.22
ST. LUKE’S H O SPITA L For development of an expanded program in pathology ST. VINCENT CHARITY H O SPITA L M aintenance of a bed* For aid of alcoholics and the indigent sick* SALVATION ARMY Operating support* SCHOLARSHIPS Aid to college students SHELTERED IN DUSTRIES FOR PAINESVILLE BO YS Operating support SO CIETY FOR CRIPPLED CHILDREN General support* For the building fund SO CIETY OF ST. VINCENT DE PAUL Operating support* SOUTHERN VERMONT A R T IST S, INC., M ANCHESTER, VERMONT Operating support* For an amplifying system for m usical programs at the Southern Verm ont Art Center* SO U TH W EST COMMUNITY M USIC ASSO CIATIO N , INC. For an acoustical shell at Parma High School to present orchestral concerts
A m a s a S t o n e H o u s e, w i t h a g r o w i n g n u m b e r of c o u n t e r p a r t s , i s a p l a c e w h e r e th e p l e a s u r e s of lif e c o n t i n u e o n in th e l a t e r y e a r s
♦Payments designated by donors
45
10,000.00
451.34 687.51 5,895.18 14,226.47
300.00
4,459.42 12,500.00
270.44
1,000.00
1,200.00
10,000:00
THREE-CORNER-ROUND PACK O UTFIT, INC. Camping program for boys*
1,703.27
TRUE S IST E R S NURSERY SCHOOL For the building fund
5,000.00
GRANTS
UNITED APPEAL OF G REATER CLEVELAND C ontributions from 16 funds for operating support* UNITED NEGRO COLLEGE FUND G eneral support* U N IV ERSITY H O SPITA LS OF CLEVELAND O perating support — Lakeside H ospital* O perating support — M aternity H ospital* O perating support — Rainbow H ospital* C onference expenses for surgeons* U N IV ERSITY MEDICAL CENTER For the building fund THE URBAN LEAGUE For support of a field instruction cen ter in community organization (first of three payments) For inspection trips in cities having m etropolitan form of government URSULINE COLLEGE For the building fund Scholarship* V ISITIN G NURSE A SSO C IA TIO N G eneral support* Home care program for aged and handicapped persons VOCATIONAL GUIDANCE AND REH ABILITA TIO N SE R V IC E S For the building program For needy clients* For operating purposes* W ELFARE FEDERATION Operating support*
Payments designated by donors
A nisfield-W olf Aw ards com m ittee expense Com pletion of grant for newly established Planning Unit For additional staff at Central V olunteer Bureau (second of two paym ents) For cam perships for Inner-C ity children through m em ber agencies For scholarships awarded by C areers in Social W ork Departm ent* For staff position in field of inter-group relations (second of three payments) For support of an interim com m ittee on M ental H ealth Planning For a youth training and em ploy m ent program under the O ccupa tional Planning Committe (second of three paym ents) Foster home recruiting program To establish a C entral Registry for Abused Children To improve standards of nursing homes (second of three payments)
80,478.71
1,000.00
159,212.53 3,452.34 650.98 828.16 88,000.00
5,000.00
3,500.00 17,500.00 602.14 500.00 8,100.00
600.00 10,000.00
6,000.00
10,000.00
1,952.89
16,500.00 26,400.00
16,400.00 7,000.00 9,354.00 17,000.00
W E ST TEM PLE LIBRA RY O perating support* (one of five payments)
1,000.00
W ESTER N R ESER V E H ISTO RICA L SO C IETY To provide care of m em orabilia of the F irst Cleveland Cavalry A ssociation *
2,600.00
W ESTERN R ESER V E U N IV ERSITY G eneral support of: 2,139.37 A delbert College* 2,139.36 Backus Law School* 72,676.90 Graduate Sch ool* 4,531.00 W estern R eserve U niversity* Scholarship program for: 623.79 Backus Law School* 650.98 M ather College*
50,000.00 2,000.00 340.86 1,480.09
46
GRANTS
M edical School Undergraduate students School of M edicine H alle Glaucoma C linic* D epartm ent of O tolaryngology* M edical research * O glebay Fellow ship program* C ancer research * For Cleveland M etropolitan G eneral H ospital: Electron m icroscope To create an outdoor play area for handicapped children For paleom agnetic equipment for the D epartm ent of Geology Expansion of the Freiberger Library (final of three payments) For a M aster of A rts in Teaching Program in cooperation with the Board of Education Support of M ental Development Center For rem edial reading program * For establishm ent of the Abba Hillel Silver Chair of Jew ish Studies Support of field instruction cen ter in community organization in cooperation with The Urban League (first of three payments) Training program for child care w orkers from agencies of the W elfare Federation (second of three payments) V alleevue Farm, biological research * W OM EN’S CITY CLUB For educational lectu res* YOUNG MEN’S CHRISTIAN A SSO C IA TIO N For operating support of Brecksville-Broadview Heights B ranch For gym and swimming pool at Heights Branch
“'Payments designated by donors
4,384.38 8,074.72 10,000.00 15,000.00 10,890.00 40,343.97 8,007.70
YOUNG MEN’S CHRISTIAN A S SOCIATION, PAINESVILLE, OHIO Operating support
1,000.00
YOUNG WOMEN’S CHRISTIAN A SSO C IA TIO N For operating support of Brecksville-Broadview Heights B ranch For operating*
5,000.00 581.05
YOUTH SERVICE Group counseling program for adolescents TOTAL OF GRANTS PAID
2,458.75 4,772.00
14,174.55 $3,819,243.46
10,000.00 25,000.00
7,083.00 10,003.40 2,437.43
25,000.00
8,000.00
7,500.00 13,447.98 190.38
10,000.00 15,000.00
N ew gym — C le v e la n d H e ig h ts b r a n c h , Y M C A
47
GRANTS
AS A COURTESY TO ATTORNEYS . . . AND OTHERS CONCERNED with the m echanics of charitable gifts, the Cleveland Foundation Library is available with current information about foundations, charitable institutions and activities, for use in con nection with the preparation of wills and trust agreements. Suggested Short Form* for Gifts to
THE CLEVELAND FOUNDATION
“I give (bequeath, devise) to ________ ______________________________________________________ (name of Bank or Trust Company) in trust for The Cleveland Foundation upon the terms of the Resolution adopted by the Board of Directors of said Bank (Trust Company), under Multiple Trusteeship Plan**, which written Resolution is now in existence and is incorpo rated herein.” By ap p rop riate lan guage d on ors m ay in d icate the n am e by w hich the gift or b e q u es t shall be known and m ay ex p ress a p r e fe r e n c e as to a s p e c ific p u rp ose fo r u se o f in com e if such is desired.
* F o r a t t o r n e y s w h o w i s h to in c lu d e in a W i ll or T r u s t A g r e e m e n t e x a c t r e f e r e n c e to v o lu m e a nd p a g e o f the c o r p o r a t e r e c o r d s o f th e t r u s te e b a n k s in id e n tif y in g the C le v e la n d F o u n d a t i o n R e s o l u tio n, a m o r e c o m p r e h e n s i v e fo rm f o r g ifts is a v a ila b le u p on r e q u e s t at th e F o u n d a ti o n o ffic e . * * F o r a C o m b in e d F u n d gift, s u b s ti t u t e “ p r o v i d ing f o r T h e C le v e la n d F o u n d a ti o n C o m b in e d F u n d ” for “u n d e r M u lti ple T r u s t e e s h i p P l a n . "
48
GRANTS
THE CLEVELAND FOUNDATION THE DISTRIBUTION COMMITTEE JOHN SHERWIN, C hairm an RAYMOND Q. ARMINGTON M RS. ROYAL FIRMAN, JR. KENT H. SMITH JOHN C. VIRDEN D irector and S ecretary J. KIMBALL JOHNSON TRU STEES Central National Bank of Cleveland The Cleveland Trust Company The National City Bank of Cleveland Society National Bank of Cleveland Union Commerce Bank T R U ST E E S’ COMMITTEE GEORGE GUND, Chairman Chairman o f B oard, The Cleveland Trust Company JOHN S. FANGBONER P resident, The National City Bank of Cleveland MERVIN B. FRANCE P residen t, Society National Bank of Cleveland HARRY F. BURM ESTER P residen t, Union Commerce Bank JAM ES J. NANCE C hairm an o f B oard, Central National Bank of Cleveland COUNSEL Thompson, Hine and Flory OFFICE OF THE FOUNDATION 1240 Union Commerce Building Cleveland, Ohio 44115
.