Cleveland Foundation – 1972 Annual Report by The Cleveland Foundation

The Cleveland Foundation

The Cleveland Foundation, established in 1914, is the nation’s oldest and largest community foundation. On December 14, 1971, the Foundation received a current ruling of the Internal Revenue Service that it is classified as a public charity under Section 509(a)(1) of the Internal Revenue Code of 1954, as amended, and, therefore, it is exempt from the Code’s restrictions, including excises, governing private foundations. From its inception, The Cleveland Foundation has had as its primary purpose the provision of the means through which any individual can give money for the benefit of the community with the assurance that changing needs will not make the gift obsolete. Its tradition has been to provide leadership in attacking community problems.

Greater Cleveland Associated Foundation

The Greater Cleveland Associated Foundation was established in 1961 to sharpen the focus of philanthropy’s concern with tough urban problems and to cooperate with other charitable organizations interested in encouraging the sound use of philanthropic funds. Impetus for creation of this Foundation came from six local foundations. Its staff serves also as the staff for The Cleveland Foundation. This Foundation, too, is classified as a public charity under the provisions of the Internal Revenue Code of 1954, as amended; it is exempt from the Code’s restrictions governing private foundations, including excises.

Table of Contents

P age The Distribution C o m m itte e ................................................................................. 4 The Chairmanâ&#x20AC;&#x2122;s L e tte r............................................................................................. 6 The Directorâ&#x20AC;&#x2122;s R e p o r t............................................................................................. 8 Foundation A dm inistration..................................................................................... 12 Grant S um m ary..........................................................................................................16 1972 Report on Grants E d u c a tio n .......................................................................................................... 17 Cultural A ffa irs................................................................................................. 29 Health and W e lfa re .........................................................................................35 Civic A f f a ir s ..................................................................................................... 59 Special Philanthropic Services........................................................................73 Financial R eport..........................................................................................................75 The Cleveland Foundation The Cleveland Foundation Financial R e p o r t ..........................................77 Trust Fund G ro w th .........................................................................................78 Trust Fund L i s t in g .........................................................................................80 Combined Fund G ro w th ................................................................................ 82 Combined Fund L i s t in g ................................................................................ 83 Statement of Assets and Fund B a la n c e s ...................................................85 Statement of Changes in Fund B a la n c e s...................................................86 Greater Cleveland Associated Foundation Greater Cleveland Associated Foundation Financial Report.............................................................................................88 Fund and Gift L is tin g .....................................................................................90 Statement of Changes in Fund B a la n c e s...................................................90 Balance S h e e t..................................................................................................... 91 Suggested Forms for Gifts or B eq u ests............................................................... 92

The Distribution Committee

Policies and priorities are established and grants are made by members of The Cleveland Foundation’s Distribution Committee, the 1914 Foundation Committee, and the Combined Fund Distribution Committee (hereafter referred to as the Distribution Committee) and the Greater Cleveland Associated Foundation’s Board of Trustees. The members of the Distribution Committee are appointed because of their demon strated knowledge of and involvement in the Greater Cleveland community. The elevenmember Committee is selected in a variety of ways to assure that a cross-section of commu nity leadership is responsible for distribution of the Foundations’ resources. One member of the Distribution Committee is appointed by each of the following: The Chief Judge of the United States District Court, Northern District of Ohio, Eastern Division; the Senior or Presiding Judge of the Probate Court; the Mayor of the City of Cleveland; the President of the Federation for Community Planning; and the Chief Justice of the Court of Appeals for the Eighth Judicial District of Ohio. These five public officials also select a member who is a trustee or principal officer of another philanthropic foundation. Five additional members are appointed by the Trustees Committee. Each member of the Distribution Committee is appointed for a five year term. These members serve also as the Board of Trustees of the Greater Cleveland Associated Foundation.

Raymond Q. Armington Chairman

Distribution Committee

Frank E. Joseph

G. Jack Tankersley*

Harvey B. Hobson

Robert D. Gries

Dr. Kenneth W. Clement

Elmer L. Lindseth â&#x20AC;˘Mr. Tankersley was appointed in January, 1973 to replace the late George E. Enos, who served from April to September, 1972.

The Chairman’s Letter

e wish we had the space to share with you the challenge that went with most of the grants made by The Cleveland Foundation during 1972. Unfortunately, we do not. We have tried, however, to select a few exam ples in each of our major categories for substantial description and to provide brief descriptions under the individual grant listings that do not dim too much the perspective in which we have seen these projects. There are more opportunities open to every foundation than resources can begin to touch. Sometimes a small grant, combined at the right time with others, opens new doors for an agency, suggests another avenue for groups to explore, or provides a glimmer of hope for those involved and concerned with human problems. Foundation grants, however, benefit a community only when there is a solid base of support for charitable, cultural, or civic affairs from other sources. The ongoing operation of schools, guaranteed by taxes we all pay, means that the limited resources of foundations may make possible experimentation and innovation. Annual giving through mechanisms such as United Torch, United Jewish Appeal, and Catholic Charities, makes reasonable a new attack with foundation funds on, for example, problems of the elderly. Research on civic problems, evaluation of economic feasibility, training programs to bring heretofore unidentified talents to the fore, opening new job opportunities—these types of foundation activities represent good investments because governments and voluntary agencies stand on a solid base of support. Paul Ylvisaker, formerly of the Ford Foundation, characterized foundations as a sort of “passing gear” for our institutions. The drive must regularly be powered from other sources, but new opportunities, special crises, call for that extra spurt of power that founda tions can often best provide. Part of that extra power, we believe, comes from our staff services—in addition to the funds made available. The staff helps gather the facts on which the Distribution Committee makes decisions, but it does much more as well. Staff members can help identify a wide variety of fund sources—some public, some voluntary. They have seen enough projects that

Chairman’s Letter they can provide counsel on strengths to be reinforced and probable pitfalls to be avoided. They have ties locally and nationally with professionals in a wide range of fields and often can call on expertise which may not even be identified early in study of a problem. The leadership of our director has been especially valuable in identifying projects with success potential and in charting new, better ways for philanthropy to serve this community. The staff and members of the Distribution Committee believe in the Cleveland region. We are very much aware of the energies and efforts being dedicated by countless individuals to attacking the problems which exist throughout this area . . . and our awareness has en couraged us as a community foundation to focus increasingly on problem-solving approaches which are not insular and unrelated to each other. In 1972, the Distribution Committee of The Cleveland Foundation considered many requests for funds for far more dollars than our limited resources could meet. In addition, the Foundation continued or completed payments on several grants authorized in prior years. Every grant, whether newly authorized or a continuation, received the careful scrutiny of staff in relation to its effectiveness and efficiency in meeting its stated objectives. This report focuses on many projects which came to fruition during the past year. We have highlighted also some new projects which have, we believe, great potential—projects which we hope you will join us in watching and assessing during the coming year. As we prepare this report we are searching for a new director for the Foundation. After eleven years as President of the Greater Cleveland Associated Foundation and five years as Director of The Cleveland Foundation, Dolph Norton has accepted another challenge and on July 1, 1973, becomes Chancellor of Higher Education in Ohio. He will be greatly missed. His dedicated, inspired leadership has resulted, I am sure, in better living for all. We wish him success and happiness. The Foundation, however, will move ahead in our tradition with leadership for the community and for community foundations throughout the nation.

The Director's Report

he year 1972 marked the twelfth year of the Greater Cleveland Associated Foundation and the fifth year of joint operation of the Associated Foundation and The Cleveland Foundation. The Cleveland Foundation made nearly 400 grants for a total of $5,556,155; the Associated Foundation, which utilized the last of its basic funding in 1971 as its founders had intended, made over 55 grants for a total of $625,898. Payments of 1972 and prior year grants of both Foundations exceeded $6,617,337. Grant authorizations in 1972 were substantially smaller than in 1971, and probably are substantially smaller than they ever will be again. My experiences during the past twelve years with the Greater Cleveland Associated Foundation and The Cleveland Foundation have reinforced my belief in the strengths of American society’s pluralism and in the significant role philanthropy plays within it; in the importance of individual initiative and in the absolute necessity for helping individuals find the resources and opportunities to exercise their initiative; in the fact that man can do better, and, in fact, today does better to correct some age-old injustices. Some other lessons I have learned relate directly to the work of foundations in a community. I would like to elaborate on three. First, the basic concepts and long traditions of The Cleveland Foundation have been tested and proven in practice. Frederick Goff, a banker and community leader, devised The Cleveland Foundation—the first community foundation—in 1914 to meet two basic needs that still exist. There are people who wish to leave part of their good fortune for the benefit of their community with the assurance that changing times will not make the gifts obsolete or foolish. There is a continuing need also for the leadership role that a foundation’s philan thropic activities can provide. The community foundation provides a simple way to combine the financial management of bank trust departments with the active, charitable insights of a broad based Distribution Committee. Frederick Goff moved immediately in 1914 to establish The Cleveland Foundation as a leader in attacking community problems. With citizen committees and the best staff available, the Foundation made reports in its early years on education, welfare, leisure time,

citizenship, and the administration of justice. Cleveland responded to this leadership and has continued to look to the Foundation as an outspoken partner. In recent years, the efforts of the Associated Foundation, The Cleveland Foundation, and many community partners have focused public attention on race relations, citizen involvement, education, and improv ing the capabilities of local governments and civic agencies; concrete actions have emanated from most of these efforts to focus attention on community-wide issues. Leaders of the Foundation, from Mr. Goff till today, have agreed that the Foundation’s attractiveness to donors must be based on community service as well as on service to the donor. The Cleveland Foundation and the Greater Cleveland Associated Foundation have sought to build their reputations with their programs, a tradition that has proven its worth. A second lesson outlined by Foundation founders and confirmed by recent experience is the importance of foundation flexibility in meeting changing needs and in exploiting changing opportunities. The shifting priorities of the public over the last decade have been so evident to every observer that they need not be documented. The opportunities that came with new programs supported by federal, state, and local governments opened doors to meeting needs and achieving goals long hidden behind shortages of funds; in recent months, shifting governmental priorities have closed corridors to achievements whose desirability was once broadly accepted. Many agencies with programs and staffs have been rudely jolted but are unable, within their own resources, to adjust quickly to drastic pro grammatic changes. Over the years Foundation funds have often provided the extra effort necessary to take a new opportunity, the lubricant demanded to smooth a change, or the temporary help through a period of transition. It appears that the Foundations may once again have to assume this role. Foundation funds have the flexibility to make their greatest contributions only if they are unrestricted and if permanent commitments to projects are avoided. At this time, approximately 25% of Cleveland Foundation funds are designated by the donor for a special recipient. Approximately 40% are restricted for use in specific fields, and 35% are unrestricted. Under the basic Foundation authority, designations are to be changed by the Distribu tion Committee if: “. . . circumstances have so changed . . . as to render unnecessary, undesirable, impractical or impossible a full and direct compliance with the terms (of the donor) . . . or (if) said circumstances have so changed as to render said expressed desires no longer wise or beneficial . . The desire of the Foundation to comply completely with the donor’s wishes, however, usually means that there are very few changes unless highly unusual events, such as the dismantling of an organization, occur. Such an occurrence is extremely rare even when organizational purposes are shifted radically. When there is some assurance of income from the Foundation, the probability of discontinuation or a comparable act is undoubtedly even rarer. Donors who want to make a designated gift might wish to direct that there should be a complete review of the specified recipient at, say, ten or fifteen year intervals, at which time the Distribution Committee should give evidence justifying continuing the designation. The problems of flexibility in funds restricted by a donor for work in a special field are somewhat different. Without a doubt, there will always be children needing help, families with problems, special needs for the elderly, and exceptional opportunities in civic affairs. A general restriction serves as a reminder to the Distribution Committee and to the staff that certain areas are of particular interest to a given donor. Problems often arise, however, because the donor used terms that are legally far more restrictive than those he had in mind, or terms that focus on categories that are substantially served by new government programs or by more voluntary funds than can be used wisely. The term “orphan,” for example,

refers to a child with both parents deceased (a rarity these days), and a “crippled” child suffers disabilities of limbs. The deprived child whose parents are not both deceased cannot be helped under a program for orphans; neither can a severely mentally retarded child be given assistance with funds for crippled children, although the latter are substantially assisted under governmental programs that often may actually be more flexible than private programs. A donor who wishes to restrict the use of his funds to certain areas of program activities should use the broadest terms in preparation of his will. He may wish to supplement the will with a letter which would indicate preferences, but effectiveness often is a m atter of fitting into an unanticipated slot within established programs. The unrestricted funds left to The Cleveland Foundation permit the most rapid response by the Distribution Committee to pressing needs of the community. Usually, these funds prove to be the Committee’s best investments. Finding funds for special opportunities prompts another Foundation policy—short and finite term commitments to projects. Should a Distribution Committee make perpetual commitments to the good programs they support, the funds of the Foundation would soon become an endowment for specific programs and unable to meet any new needs as they arise. It is easy to plead that a cherished program should be treated differently and supported for long years, but to preserve the value of a foundation, its directors must seek ways for main taining short-term commitments and broad flexibility. My experiences of the past decade identify a third factor basic to the effectiveness of a foundation. The foundation which is to make the most of its investments in the community needs a staff which can provide broad and thorough information to the directors and which can manage, in a professional manner, the business of funding. Providing an adequate staff requires money, and many smaller foundations may well shrink from an adequate commitment. Some economies come with larger scale, however. Over the past several years, in addition to fees assessed against Foundation resources, staff has been provided under contracts with various governmental agencies, grants from other foundations, and special gifts. While the total staff costs have compared favorably with those of other foundations, the range of activity fostered within our budget is especially pleasing. The recognition of the value of staff is a proven part of the tradition of The Cleveland Foundation. We are especially proud that community leaders most closely acquainted with the work of the Foundation have clearly demonstrated their belief in the importance of adequate staff. A Frederick Harris Goff Fund is designated for operating expenses; the trustees of the Leonard C. Hanna, Jr. Fund, led by Harold T. Clark, set aside one million dollars toward the costs of total staff services necessary to provide a sound Foundation program; Mr. and Mrs. John Sherwin established The John and Frances Sherwin Fund to help “maintain a highly qualified staff of trained and dedicated people sufficient in size to engage in those pursuits which will best encourage the sound use of philanthropic funds available for the benefit of the Greater Cleveland community.” Other Foundation leaders have made major gifts and commitments directly for staff support. The Cleveland Foundation and the Greater Cleveland Associated Foundation exercised great care in recruiting staff. In-service training of Foundation staff is treated as a project of major importance. A Foundation Associate, in addition to analytical ability, must have an awareness and sensitivity to the community. An open mind, actively seeking the value of an idea even while watching for the pitfalls flagged by past performance, is a vital ingredient. In the last two years we have also been paying particular attention to internal adminis tration of the Foundation. Highly competent staff are employed to manage this crucial aspect of the Foundations’ operations. A special review of our recent administrative activities

follows this letter. It is also appropriate that at the end of this report I divest the entire staff of its anonymÂ ity. The professional staff is listed in the back of this report; their contributions to these Foundations and to this community have been buttressed, at every step, by the uniformly high quality of our supportive staffâ&#x20AC;&#x201D;Edna Deal, Michele Lucas, Terry McBride, Betty Roode, Donna Schuerger, Diane Seskes, M artha Snowden, Patricia Stiles, Joyce Taylor, Elise van Bergen, and Lois Weber. The entire community, but I most of all, is in their debt for unstinting service warmly given and of the highest quality. I want to conclude this report with special thanks to all of the persons with whom I have worked on the Board of Trustees of the Greater Cleveland Associated Foundation and the Distribution Committee of The Cleveland Foundation. They set, by example, the standards of attentive leadership and constant challenge by which I would like to see all of philanthropy measured.

o4JL 7 V ^

5 James A(Dolph) Norton

Dr. Norton will leave the Foundation in July, 1973 to become Chancellor of the Ohio Board of Regents.

Foundation Administration

arly in the summer of 1973, The Cleveland Foundation will host a special seminar on foundation management. Representatives of some thirty foundations, com parable in size to The Cleveland Foundation, will be invited to discuss some of the key issues and to share information on administrative activities.

Periodic review of administrative activities is essential to assure that an organiza tion is performing effectively. During the past year, The Cleveland Foundation staff has been engaged in a careful reconsideration of every facet of administration. Out of this re-examina tion has arisen a stronger procedural system that will allow the Foundation to achieve its goals, an increased ability to assess and evaluate performance, and a practical means for re-examining and transmitting procedures from one generation of the Distribution Com mittee and staff members to another as times, needs, and personnel change.

General Organization The formal structure of the Foundation, as with any organization, reflects its operational needs. Distinctions between program activities (grant making) and administrative opera tions are clarified in an organization chart. Precise job descriptions have been prepared for every staff position to assure that all functions are covered and to facilitate assignment of specific responsibilities and defined duties. A salary plan, relating jobs to pay rates, has been developed to provide equitable staff compensation on a basis competitive with positions elsewhere that may claim the talent a foundation seeks. This plan was designed to permit advancement within the limits of the Foundation’s size and to encourage individual effort; the salary plan will be adjusted periodically to reflect inflationary pressures. Staff Reference Manual A Staff Reference Manual has been developed to provide a clear guide to administrative policies and procedures by enabling the routine to be accomplished efficiently while allowing more time and energy to be spent on the creative and innovative. This Manual presents significant historical information in a single publication with an orderly format, conveys the current standard operating procedures at this time, and promotes uniform practices among the staff—present and future. The possibility of reviewing a procedure in light of a special problem is much greater when the entire, interrelated system is available for re-examination.

Operating Budget 1 he annual budget presents a recurring opportunity to assess the effectiveness of founda tion operations. Each year’s operating budget must ensure a maximum return for each dollar spent. In 1972, new forms and procedures were introduced into the budgeting process to emphasize more clearly the cost of philanthropic leadership. Staff activities are monitored with daily time card reports which permit realistic cost estimates of any specific project. As the budget is prepared, it is possible to make clearer choices among desirable activities when cost factors are known. The Cleveland Foundation has traditionally encouraged and welcomed all gifts, what ever their size. It continues to encourage such gifts. At one time, even small donors were encouraged to designate the agency or the purposes which the funds were to serve. The Foundation believes, however, that all donors should know that there is a cost in handling such gifts. Both the Foundation and the trustee bank, when assuming certain responsibilities for management and distribution of earned income, must make charges to meet their re sponsibilities. Small funds, which have many complex restrictions regarding their distribu tion, often require considerable staff effort to satisfy the donor’s wishes and can represent a significant drain on time available for other charitable activities. This issue is of continuing concern to The Cleveland Foundation as it attempts to develop an equitable system for identifying and distributing the costs of administration. An analysis of staff time records in 1972 highlighted the costs involved in promoting cooperative philanthropy; these costs far exceeded expectations. While the work of many local private foundations has been assisted and, while the effectiveness of philanthropy in the community has benefited, a question was raised as to the propriety of the entire price of this service being borne by The Cleveland Foundation. In 1973, other foundations have been asked to make contributions toward the costs of cooperative philanthropic activities. This analysis of staff time and costs also brought a heightened appreciation of the complexity of comparisons among foundations. While all foundations may perform the same basic functions, the variances in size, in diversity of interests, in nature and extent of com munity involvement, in extensiveness of program development activities, and in budgeting practices make finding a common benchmark very difficult. Financial Management Because the Foundations share a strong belief in the need to demonstrate credible and responsible financial performance, special attention is focused on maintaining high quality financial management. Fund and Grant Accounting In order to achieve competent financial management, the Foundation must know and plan carefully the availability and disbursement of funds. To maximize the effec tiveness of grants each year, allocations of monies from several funds must be scheduled and managed so that income does not accumulate unused and that operating grants are not disrupted by late or missed payments. Some payments must await assurances that special conditions have been satisfied; others must be accelerated to meet un anticipated crises or opportunities. In short, there is a requirement for flexibility in properly handling the several payments on more than 300 grants per year from over 200 fund sources. Recently, new procedures have been introduced to keep the staff informed on a current basis of the income available by fund and use. The grant payment process has been revised; it will soon be automated with the installation of an NCR 399 machine accounting system. Operating Budget Control The budget control mechanism is designed to handle payroll, office disbursements,

and accounting for operating costs. Through the utilization of regular monthly reports, streamlined procedures, and cash flow forecasting, important new income from short足 term investments of monies on deposit in the administrative account has been realized. The increased use of competitive bids and the introduction, where possible, of economies of scale in purchasing have made for additional savings.

The new NCR 399 machine accounting system. A quarterly meeting of Bank Trust Officers and Foundation administrative staff.

Relations with Trustee Banks Since the assets of a community foundation are held and managed by the trustee banks, these banks are often called upon to communicate the purposes and operating objectives of the Foundation. To assist in maintaining a close, informal working rela tionship, regular quarterly meetings of the trust officers of the five trustee banks are convened at the Foundation to discuss topics of current, mutual interest. New forms and procedures have been introduced to facilitate the prompt and full communication of data to the Foundation and the sharing of information among the banks. Financial Services In response to an expressed need by some grantees, financial services are provided at cost. The Businessmen’s Interracial Committee on Community Affairs, the Com mission on Public School Personnel Policies in Ohio, and the Youth Program Develop ment Project are examples of organizations that rely on the Foundation for accounting, purchasing, payroll, and associated services. In this way, they benefit from their location at the Foundation Center, and both they and the Foundation are able to realize certain economies. Personnel Administration Hiring, performance review, vacation and sick leave, new employee introduction, employee benefit information dissemination, and records maintenance are regular activities performed as part of Foundation personnel operation. Monthly meetings of the secretarial staff feature skills development and knowledge acquisition related to the programs and purposes of the Foundation. Office Management Sound office management is an integral support for the administrative operation of the Foundations. In-service training is provided for clerical personnel to assure that all activ ities—typing, filing, scheduling—are accomplished in situations ranging from the routine to the extraordinary in a courteous, efficient, and economical manner. Dramatically increased workloads—as represented by the more than 300 telephone calls and 150 pieces of mail which reach the Foundation Center on a typical workday—directly reflect the expanding activities of the Foundation and have been accommodated by a highly motivated staff. With the use of individual job process workbooks, the absence of a secretary does not prevent the efficient handling of work normally assigned to that person. There are also a number of general services which are provided to facilitate the daily operation of the Foundation and other organizations located in the Foundation Center. Supply and property inventory control services, conference room facilities, and office equipment are provided. A re-organized filing system, a newly established property control procedure, re-designed office space utilization, and improved relations with tenant organiza tions have resulted from recent efforts. A Look Ahead Foundations are often tied to a fixed income figure since the effective fee schedule reflects only the dollar Value of the fund being administered and not necessarily the staff time required to administer the fund properly. In 1973, the Foundation shall be proposing a two-tiered administrative fee structure, one component of which will be fixed and the other adjusted proportionately to take into account the effort actually involved in administer ing particular funds. These represent only a few of the elements which comprise the task of the administration of the Foundations. The fundamental challenge in all aspects of foundation management remains the same: to maintain the efficiency of the foundation’s ongoing performance while assuring, simultaneously, that it responds both effectively and creatively to ever-changing community needs.

SUMMARY OF GRANTS AU TH O RIZED -1972 $5,556,155

THE CLEVELAND FOUNDATION GREATER CLEVELAND ASSOCIATED FOUNDATION

$625,898

HEALTH & WELFARE

CIVIC AFFAIRS

EDUCATION

CULTURAL AFFAIRS

$3,200 SPECIAL PHILANTHROPIC SERVICES

Compared to total grants authorized, administrative costs were 7.1+2%. Compared to grant payments, administrative costs were 6.27%. Compared to total financial activity (disbursements), administrative costs were 5.52%.

E ducation 1972 Report on Grants

• Higher Education • Elementary and Secondary • Scholarships • Special Programs

EDUCATION Higher Education / nnually, The Cleveland Foundation makes grants totaling nearly a million dollars M in education. These grants go for a variety of programs in elementary and § ik secondary education, scholarships for colleges and professional schools, higher education, and other special programs. JRtm odfealn 1972, many of the grants which the Foundation made in education were for second and third year support of previously funded projects or new programs which have long-term implications. All of these were designed to bring about change within the educational establishment and the community. Area colleges and universities worked for over a year to identify methods that would increase faculty effectiveness. In the fall of 1972, the Foundation made two grants which focused on teaching techniques at the university level. Cleveland State University, with a $45,300 grant from the Foundation, is planning a Center for More Effective Learning. Planning of this Center will take a minimum of one year. When operative, the Center will become an on-campus, in-service training center for CSU, and, possibly, other area college faculty members. The Center’s three primary objec tives will be: 1) to create an environment which encourages dialogue on instructional tech niques; 2) to disseminate information about applied learning theories among faculty; and 3) to develop more reliable, valid evaluation tools to assess various teaching techniques. The University is committed to establishing this Center within one to two years. Exploration of another approach to the problem of improving faculty teaching and student learning is underway at Cuyahoga Community College. A Foundation grant of $9,780 to the College enabled the establishment of a demonstration project for students of general psychology. In this demonstration project, each student in the pilot group works at his own pace, utilizing tutors when difficulties occur and consulting with instructors to demonstrate proficiency at the end of each unit of study. Approximately 250 students are participating in this experience in personalized instruction during the winter 1972 and spring 1973 school quarters. Success of the project will be evaluated by measuring student achieve ment in the two pilot groups against that in the five regular general psychology classes.

The effectiveness of individual learning situations (insert) are tested against traditional Psychology instruction in a Cuyahoga Community College pilot project.

THE CLEVELAND FOUNDATION Education—Higher

CASE W ESTERN RESERVE U N IVERSITY To establish an Institute for Complex Systems To complete payment of $1,000,000 leadership development project To support a professorship of otolaryngology at the School of Medicine CITY OF CLEVELAND, D E PA R T M E N T OF HUMAN RESOURCES AND ECONOMIC D EV ELO PM EN T To establish a revolving loan fund that will assist returning veterans in paying tuition before receipt of their first checks under the GI Bill CLEVELAND COMMISSION ON H IG H ER EDUCATION To support Teacher Improvement Education program To support a study on financing higher education in Ohio CLEVELAND STATE UNIVERSITY To initiate a corrections program at the University To initiate the Doctor of Engineering program To participate in seminar on cooperative education To plan and establish a center which will assist the faculty in advanced teaching techniques To develop new curricula for the freshman year in the College of Engineering CUYAHOGA COM M UNITY COLLEGE To initiate a personalized system of instruction in introductory Psychology courses To provide start-up costs to initiate an educational Counseling Services Center in the West Central area DENISON UNIVERSITY, GRANVILLE, OHIO To provide general support DYKE COLLEGE To support the cost of preparing a master plan for the college for the next ten years To develop and establish a cooperative work-study and internship program EDUCATIONAL TELEVISION ASSOCIATION OF GREATER CLEVELAND To support higher educational activities KEN T STATE UNIVERSITY To support establishment of a Center for Peaceful Change LAKE E R IE COLLEGE To support Storrs lecture series To provide general support for Morley Library LAKELAND COMMUNITY COLLEGE To develop and operate co-op educational programs U N ITED NEGRO COLLEGE FUND To provide general support

Total Education—Higher

Unpaid Dec. 31, 1971

Grants $100,000

1972------------------Unpaid Dec. 31, 1972 Payments $100,000

100,000

15,000

5,000

2,000

5,000

40,635 20,000 600

20,318 4,000 600

40,548

40,543

20,317 16,000

12,205

12,205 9,780

9,780

19,555

1,250

Rescinded

$148,010

18,450

15,000

6,400

2,500

2,000 1,000

20,000

19,000

1,000

$286,008

$386,851

8,600

1,000

$ 45,917

Education

(Following recipients or programs designated by donor) BALDWIN-WALLACE COLLEGE To provide general support CASE W ESTERN RESERVE UNIVERSITY To provide general support for the University To provide general support for Adelbert College To provide general support for the Franklin Thomas Backus Law School To provide general support for the Graduate School To purchase reference books for Library School KENYON COLLEGE To provide general support LAKE E R IE COLLEGE, PAINESVILLE, OHIO To provide operating support U N IT E D NEGRO COLLEGE FUND To provide general support

Grants

Payments

$ 19,000

6,053 2,600

2,600 91,700 62

2,600 84,875 62

5,607

309

3,850

$131,781

Total Education—Higher (Designated)

3,850

$124,956

GREATER CLEVELAND ASSOCIATED FOUNDATION Education—Higher

CASE W ESTERN RESERVE UNIVERSITY To purchase Equipment for Medical Communications Center program at School of Medicine CLEVELAND STATE UNIVERSITY To support planning and establishment of Center for Effective Learning GREA TER CLEVELAND ASSOCIATED FOUNDATION To support the Associated Colleges of Cleveland in a cooperative program of six Catholic colleges NOTRE DAME COLLEGE* To support library project

Total Education—Higher

* Funds given by donor for specific recipients.

10,000

4,757

4,757 17,500

17,500

$27,500

10,000

5,000

$ 9,757

____5^000

$37,257

Unpaid Dec. 31, 1972

6,825

$ 6,825

Elementary and Secondary Education lternatives to the learning situations provided by the traditional school organization, such as the Street Academy, the Cleveland Urban Learning Community, and the United Independent Schools of East Cleveland, received support during 1972. When these programs were established three years ago, there was very :\Jb ffi rifeis little activity in Greater Cleveland in the development of alternative educa tional situations. Today, there are some eighteen different alternative learning situations available to young people. School systems are setting up their own programs. Four school systems are establishing, jointly, a center for alternative education. While these programs are not viewed as a panacea for all the educational problems confronting the community nor as a universal alternative for established schools, such experiments have altered the pattern of traditional school operations. Part of this change resulted from a program developed by The PACE Association in 1971. The Plans for Prog ress project, supported in 1971 by a $37,500 grant from the Foundation, provided PACE with staff to work with school systems to plan innovative learning situations within their own schools. Most school systems, unfortunately, have had few resources to devote to general planning efforts. The PACE Association made small planning grants available to school systems. The response, both from systems and from individual schools, was larger than anticipated during the program’s first year. The Cleveland Foundation provided second year support of $30,000 to this project and five school systems have also made financial con tributions for its continuation. While the PACE planning grants have been small, the impact on local educational systems appears great. Information exchange among school districts has increased, and cooperative efforts have been planned with a view to maximizing limited educational resources. The ultimate evaluation of this effort can be judged only after PACE is no longer offering financial aid; if these efforts continue, financed solely by school system funds, this project will be seen as a significant success.

THE CLEVELAND FOUNDATION Education—Elementary and Secondary

TH E PACE ASSOCIATION To provide second year support of a program to help individual schools develop improved educational techniques U N IT E D IN D E PE N D E N T SCHOOLS OF EAST CLEVELAND To support Open Classroom Program VOCATIONAL INFORMATION PROGRAM To expand its activities for school children in understanding a variety of vocational opportunities

Total Education—Elementary and Secondary

Unpaid Dec. 31, 1971

------------------- 1972 -------------------Unpaid Grants Payments Dec. 31, 1972

(Following recipients or programs designated by donor) D A N IEL MORGAN SCHOOL To provide book awards to children HAW KEN SCHOOL To provide operating support PIN E Y WOOD COUNTRY LIFE SCHOOL M ISSISSIPPI To provide general support

Total Education—Elementary and Secondary (Designated)

Unpaid Dec. 31, 1971 $

$ — 0—

1972 Grants

Payments

111

Unpaid Dec. 31, 1972 $

446

3,850

$ 4,407

$ — o—

$ 30,000

$ $ — o—

GREATER CLEVELAND ASSOCIATED FOUNDATION Education—Elementary and Secondary

ST. BERN A D ETTE CATHOLIC SCHOOL* To provide program support

Total Education—Elementary and Secondary * Funds given by donor for specific recipients.

$ $ — 0—

$ 30,000

$30,000

The PACE Association’s Project Interchange demonstrates that learning can transcend the classroom.

Scholarships

he Cleveland Scholarship Program, established in 1966 by The M arkus Founda tion, has provided assistance to over 2,500 financially disadvantaged Cleveland area students in obtaining post high school education. While the m ajority of participants have sought college degrees, vocational education has also been an important part of the Cleveland Scholarship Program’s emphasis. Pre entrance counseling, financial assistance, and on-campus support are the major components of the CSP approach to helping young people pursue their educational objectives. An announcement by The Markus Foundation in 1972 that its financial commitment for CSP would be drastically reduced sparked a re-evaluation of the total program. Support for students in the Program, as well as for future participants, was threatened. This reevaluation resulted in CSP’s decision to place additional emphasis on generating other support for its students and to develop additional sources of long term assistance, especially continuing grants from business corporations. The Cleveland Foundation made a three-year, $100,000 grant to the Program to assist in its transition phase. This grant will help CSP continue its basic financial aid/counseling effort, while, simultaneously, reassessing both its program operations and its strategy for generating financial support. The Distribution Committee noted unique circumstances and the significant past achievements of CSP in making this one-time grant to assist a general scholarship program.

THE CLEVELAND FOUNDATION Education—Scholarships

BALDWIN-WALLACE COLLEGE To provide scholarships To provide C. V. Thomas Memorial Scholarship BEREA AREA MONTESSORI ASSOCIATION To provide scholarships CASE W ESTERN RESERVE UNIVERSITY To provide scholarships To provide Fenn cooperative work-study program scholarships To provide Medical School scholarships K ATHLEEN CHILLER To provide Inez and Harry Clement Special Scholarship Award CLEVELAND AREA LEAGUE FOR NURSING To provide Fenn cooperative work-study program scholarships To provide nursing scholarships CLEVELAND SCHOLARSHIP PROGRAM To provide program support To assist in its transitional phase and develop a more broadly based program—3 year grant CLEVELAND STATE UNIVERSITY To provide scholarships To provide Fenn cooperative work-study program scholarships

Unpaid Dec. 31, 1971

12,500

5,300

------------------- 1972 Grants Payments

4,170

4,170 12,500

1,680

7,266

5,300 7,100

10,600 7,100

500 5,000

500 5,000 3,300

3,200

13,000

Unpaid Dec. 31, 1972

10,000

3,300

3,200 100,000

50.000

9,526

15,000

28.000

50,000

CUYAHOGA COM M UNITY COLLEGE To provide scholarships FED ER A TIO N FOR COM M UNITY PLANNINGTH E SCHOLARSHIP COM M ITTEE OF CENTRAL PERSONNEL SERVICES To provide social work scholarships at the School of Applied Social Sciences, Case Western Reserve University GREA TER CLEVELAND ASSOCIATED FOUNDATION To provide Fenn cooperative work-study program scholarships To support work-study program with the Calvary Presbyterian Church and Fenn Co-op Scholar Program THE HUDSON MONTESSORI ASSOCIATION To provide scholarships JOHN CARROLL UNIVERSITY To provide scholarship support LAKE E R IE COLLEGE To provide scholarships To support Lake Erie scholarships To support Community Division scholarships M ONTESSORI SPECIAL EDUCATION SCHOOL To provide scholarships NO TRE DAME COLLEGE To provide Fenn cooperative work-study program scholarships

Total Education—Scholarships

(Following recipients or programs designated by donor) CAPITAL UNIVERSITY, COLUMBUS, OHIO To provide scholarships CASE W ESTERN RESERVE UNIVERSITY To provide scholarships for women from the Aloy Memorial Scholarship Fund To provide William Curtis Morton, Maud Morton, Kathleen Morton Fund scholarships To provide Harriet Fairfield Coit and William Henry Coit scholarships To support Oglebay Fellowship program in the School of Medicine To provide scholarships in the School of Medicine To provide scholarships in aerospace or computers To provide law scholarships in the Franklin Thomas Backus Law School CLEVELAND IN STITU TE OF ART To provide Caroline E. Coit Fund scholarships TH E CLEVELAND MUSIC SCHOOL SE T T L E M E N T To provide The Nellie E. Hinds Memorial Scholarships ELYRIA, OHIO STUDENTS To provide Gates scholarships JOHN CARROLL UNIVERSITY To provide James J. Doyle scholarships

Unpaid Dec. 31, 1971

------------------ 19 72-----------------Unpaid Payments Dec. 31, 1972 Grants

421

8,784

9,205

3,000

‘6,500

6,250

686

9,314

1,156

8,754

13,494

10,000 3,000 3,000

1,200

6,000

12,000

4,740

6,000

3,250

$ 53,661

$216,736

$217,147

$ 53,250

$ 1,575

1,300

1,200

100

13,580

11,600

1,980

835

45,163 1,452 52

45,163 M 52 52

3,643

930

4,000

1,800

1,350

837

450

900

Grants

Education—Scholarships (Continued)

(Following recipients or programs designated by donor) LAKE COUNTY AND GEAUGA COUNTY STUDENTS To provide Sherwin Johnson Memorial Fund scholarships $ 3,550 PICKANDS M A TH ER EM PLOYEES’ CH ILD R EN To provide Harry Coulby Fund scholarships 12,320 SHAKER H EIG H TS H IG H SCHOOL GRADUATES To provide Miriam Kerruish Stage Fund scholarships SHARON, PENNSYLVANIA STUDENTS To provide George H. Boyd Fund scholarships URSULINE COLLEGE To support Lillian Herron Doyle scholarship

Total Education—Scholarships (Designated)

Payments

Unpaid Dec. 31, 1972

$ 2,900

650 14,261

28,263

26,322

3,600

17,000

8,925

8,075

$ 16,320

837 $124,867

837 $115,221

$ 25,966

$ 6,000

$ 12,000

$ 6,000

50 $12,050

$ 6,000

GREATER CLEVELAND ASSOCIATED FOUNDATION Education—Scholarships

FLUID CONTROLS, INC. EM PLOYEES’ CHILDREN* To provide Donald A. and Jane Stark Fund scholarships SHAKER HIGH SCHOOL DRAMA STUDENTS* To provide awards for The Children’s Theater of Shaker Heights

Total Education—Scholarships

* Funds given by donor for specific recipients.

Recommendations of the Commission on Public School Personnel Policies in Ohio have encouraged use of innovative techniques in local schools.

Special Programs

he Commission on Public School Personnel Policies in Ohio, supported by twelve Ohio foundations, received third year support of $70,000 from The Cleveland Foundation to implement some of the recommendations contained in its six earlier reports and to complete studies on other aspects of public education. This brings the total commitment of The Cleveland Foundation and the Greater Cleveland Associated Foundation to $210,000 over the three year life of the Commission. In 1972, the Commission issued four reports. The first of these, Organizing For Learn ing II, cites examples of several on-going, innovative learning projects in Ohio public schools as a method of guiding other school districts to new efforts. Teacher Evaluation To Improve Learning reviews, in detail, the thorny issue of procedures and techniques utilized in making teacher evaluations with a view toward improving teacher performance. Strict adherence to the school calendar and traditional facilities’ utilization are questioned in Time And Opportunity— The School Year; in this report, the Commission recommends a close examina tion of new calendaring of the school year and urges the State Department of Education to establish a pilot project to determine the viability of a new time sequence in a school district. Realities And Revolution In Teacher Education examines current problems in teacher training. This final report of 1972 recommends several methods to enhance teacher training, including more use of current school personnel in training prospective teachers and better organized in-service training programs. While several of the Commission’s recommendations have been adopted and im plemented by school systems and others have become state law, the Commission’s final year will be devoted to questions of further implementation of its recommendations and to the preparation of the seventh and final report on school leadership.

THE CLEVELAND FOUNDATION Education—Special Programs

ANTI-DEFAM ATION LEAGUE OF B’NAI B’R ITH To assist in fight against racism and prejudice To provide program support B ’NAI B ’R IT H HILLEL FOUNDATION To strengthen the library at Case Western Reserve University CASE W ESTERN RESERVE UNIVERSITY To provide support for innovative programs in Interdisciplinary Social Sciences for the Division of Social and Behavioral Sciences—2nd year of a 5 year grant CASE W ESTERN RESERVE UNIVERSITY AND CLEVELAND COLLEGE To support summer training program for Head Start staff CLEVELAND BOARD OF EDUCATION To provide partial support of expansion and development of WBOE educational public radio program CLEVELAND HEALTH MUSEUM To support drug education program

Unpaid Dec. 31, 1971

2,500

------------------ 1972 Grants Payments $ 2,500

$ 2,500 2,500

4,500

31,260

140,670 5,000

5,000

13,975

11,500

Unpaid Dec. 31, 1972

109,410

Education—Special Programs (Continued)

CUYAHOGA FALLS E X E M P T E D VILLAGE SCHOOL DISTRICT-CUYAHOGA EAST PROGRAM FOR SPECIAL EDUCATION To support an inter-district, in-service training program for teachers EDUCATIONAL RESEARCH COUNCIL OF AM ERICA To provide second year support for materials development and teacher training in basic social values program THE EDUCATIONAL TELEVISION ASSOCIATION OF M ETROPOLITAN CLEVELAND To support the activation of four additional channels GREATER CLEVELAND ASSOCIATED FOUNDATION To support Commission on Public School Personnel Policies in Ohio to study and make recommendations to improve recruitment, training, and utilization of public school personnel IN STITU TE FOR ENVIRONM ENTAL EDUCATION To assist local districts to train teachers and to develop programs in environmental education THE PACE ASSOCIATION To employ coordinators for involving students in inter-district educational programs using community wide resources—Project Interchange URBAN LEAGUE OF CLEVELAND To provide support for Street Academy program for high school drop outs

Total Education—Special Programs

(Following recipients or programs designated by donor) CASE W ESTERN RESERVE UNIVERSITY To support Field Biological Station at Squire Vallevue Farm for the School of Medicine

Total E ducationSpecial Programs (Designated)

GREATER CLEVELAND ASSOCIATED FOUNDATION Education—Special Programs

GREATER CLEVELAND ASSOCIATED FOUNDATION To provide continuing support of statewide Commission on Public School Personnel Policies in cooperation with other foundations

Total Education—Special Programs

Unpaid Dec. 31, 1971

-------------------- 1972 ---------------— Unpaid Grants Payments Dec. 31, 1972

C ultural A ffairs

CULTURAL AFFAIRS

he Judd Fund Service to Shut-ins, operated by the Cleveland Public Library, provided a vital link with the outside world for 1,352 handicapped persons in 1972. The Frederick W. and Henryett Slocum Judd Fund became part of The Cleve land Foundation in 1940. The Judds specified that the Fund’s income was to be used by the Library for an extension of its facilities “to those who may be ill or incapacitated, and unable personally to come to its Main Library or branches.” In 1972, Cleveland Foundation grants of $42,917 from this Fund to the Library sup ported monthly home visits by the book truck and librarians to shut-in clients. Persons participating in this unique program explored with the librarian their reading interests and needs. Those unable to turn book pages could borrow electric page turners. Those too weak to handle regular volumes were provided with paperback books. Those with failing eyesight received large print books. In every case, The Judd Fund Service attempted to match reading materials with individual desires and physical capabilities. The number of books left on every visit is determined by the client; in 1972, the minimum was two per month, the maximum twenty-eight. No charge has ever been made for this service to individuals in their homes, in extended care facilities, or in homes for the elderly. Anyone homebound for three months or longer is eligible to participate. Books loaned through the service cover a full range of subjects; special attention is focused on maintaining a comprehensive collection of home hobby and business opportunity books. Children, the aged, and all in between who suffer from incapacitating physical problems are served by The Judd Fund. Over the years, the cost of maintaining and expanding this service has increased. The Library has sought increasingly the aid of civic groups and interested individuals for necessary equipment such as electronic page turners. The significance of The Judd Fund Service is not limited solely to providing reading material; the monthly visit of the librarian often provides the handicapped client with one of few available opportunities to communicate with someone not concerned with his physical problems.

■■

C IE V E L A N D PV BRAKY SF-RVfCfc T f S H U T - I N S ■

77ie Cleveland Public Library’s Judd Fund Service to Shut-ins has provided a vital link with the outside for thousands of Greater Clevelanders since the 191+0's. (insert)

As The Frederick W. and Henryett Slocum Judd Fund has broadened the horizons and outlook of physically handicapped Clevelanders, The George C. and Marion S. Gordon Fund, established in The Cleveland Foundation in 1964, has enriched the cultural environ ment for all residents of the metropolitan area. Gifts from The Gordon Fund have sup ported various cultural institutions and programs in Cleveland. In 1972, new grants from The Gordon Fund supported the programs of The Cleveland Playhouse, The Musical Arts Association, and the Cleveland Area Arts Council. The Cleveland Area Arts Council, established in April 1972 with grants for operating support from The Cleveland Foundation, The Kulas Foundation, Lucile and Robert H. Gnes Charity Fund, The Louis D. Beaumont Foundation, and the Ohio Arts Council, has made significant strides in creating a broad base of support in the artistic and business communities. Support for special activities of the Council has come from the M artha Holden Jennings Foundation and The Cleveland Foundation. During its first year, the Council was involved in a wide variety of activities, a seiies of full-day seminars in art, music, dance, and theatre for both professionals and volunteers, a technical assistance project geared to help community«based summer arts piogiams, an “Arts in the Schools” project, developed in cooperation with the Cleveland Board of Education; and a regional community arts council meeting co-sponsored with the Ohio Arts Council. Council staff also serves as a source of information about the arts for the whole community. As the Council staff meets regularly with representatives of community arts programs and of major cultural institutions, new directions for leadership in the arts aie explored and additional plans for specific events are developed. The Council has brought a new enthusiasm to the cultural arts in Cleveland, an enthusiasm which bodes well for the future.

THE CLEVELAND FOUNDATION Cultural Affairs

CASE W ESTERN RESERVE UNIVERSITY To support joint program of the University and the Cleveland Institute of Music—3rd year of a 4 year grant CLEVELAND AREA ARTS COUNCIL To employ a communications director to promote and publicize the activities of the Arts Council To support services and program development— 2nd year of a 3 year grant CLEVELAND PLAY HOUSE To provide local support for challenge grant from Ford Foundation GREATER CLEVELAND ASSOCIATED FOUNDATION Anisfield-Wolf Award Committee, Princeton, New Jersey—To provide 1973 awards for the book or books that have contributed most to improve intergroup relations as selected by Saturday Review HOUGH AREA DEVELOPM ENT CORPORATION —FOR THE HUMANIST TH EATER To support theater workshop program in acting, directing, writing, and costuming in inner-city

Unpaid

------------- 1972 -------------------Unpaid Grants Payments Dec. 31, 1972

M any enjoy the operas in the Old Arcade sponsored by the Arts Council

Cultural Affairs (Continued)

KARAMU HOUSE To support Urban Neighborhood Arts Program and to strengthen development office LAKELAND COM M UNITY COLLEGE To support educational programs for young people MUSICAL ARTS ASSOCIATION To support the activities of the Cleveland Orchestra NEAR W EST SIDE MULTI-SERVICE C ENTER To provide program support for Near West Side Civic Arts Center

Total Cultural Affairs

(Following recipients or programs designated by donor) CLEVELAND MUSEUM OF ART To provide general support TH E CLEVELAND MUSEUM OF NATURAL HISTORY To support the Planetarium T H E CLEVELAND PLAYHOUSE To support experimental dramatic work or scholarship To provide general support To support Shakespearian productions for students and teachers CLEVELAND PUBLIC LIBRARY To support Services to Shut-Ins program THE CLEVELAND ZOO To provide operating support TH E GARDEN CENTER To support library KARAMU HOUSE To provide general support MUSICAL ARTS ASSOCIATION To support childrenâ&#x20AC;&#x2122;s concerts by the Cleveland Orchestra To provide general support NATURAL SCIENCE MUSEUM To provide general support OGLEBAY INSTITUTE, W HEELING, WEST VIRGINIA To provide operating support for Oglebay Park W ESTERN RESERVE HISTORICAL SOCIETY To provide care of memorabilia of the First Cleveland Cavalry Association

Total Cultural Affairs (Designated)

Grants

Payments

Unpaid Dec. 31, 1972

H ealth &W elfare

1972 Report on Grants

• Hospitals, Health and Medical Programs • Children and Youth • Aged • Community Service Organizations

HEALTH AND WELFARE

Hospitals, Health and Medical Programs

ast year’s annual report chronicled The Cleveland Foundation’s initial involvement in dental health programs. Three major grants were authorized in 1971: a research and demonstration project on plaque control under the auspices of the City of i Cleveland’s Department of Public Health and Welfare; a screening and treatm ent program, operated by the Cleveland Community Dental Project, for Community United Head Start youngsters; and a dental health planning and coordination effort based at the Metropolitan Health Planning Corporation. The three major components of any comprehensive program strategy—planning, research, and demonstration—were operative in the dental health field at the beginning of 1972. During this past year, three additional grants were made by the Distribution Committee to further the efforts begun in 1971. The plaque control project generated two additional grants in 1972. A small grant was made for the publication and dissemination of the proceedings of a seminar on plaque control. This three day seminar, sponsored by the Cleveland Dental Society and the City Health Department with basic financial support from the U.S. Public Health Service, was designed to teach dental consultants new approaches to dental health education for upper elementary school systems. Over sixty persons from throughout the region participated. This effort was viewed as a logical sharing of the techniques developed in the plaque control project with a broad representation of practitioners in the field. A wide and unique range of materials, including films, educational comic books, records and teaching manuals, was developed during the plaque control project’s initial demonstra tion period. As this project generated interest from the dental education community, the necessity for developing a procedure to make the program available to the largest possible audience and to maintain, simultaneously, standards of presentation became obvious. The Distribution Committee authorized an $8,500 grant to employ a management consultant firm, experienced in marketing educational materials; the firm’s assignment was to develop a mechanism to achieve national distribution of this dental health program which was developed and tested in Cleveland schools.

By year’s end, copyrights had been obtained for all the materials; approximately fourteen school systems were using the program in at least one school, and efforts to attract a national marketer of educational tools were progressing. The Cleveland Community Dental Project received second year support from the Foun dation of $10,000. This grant, half of the support provided in 1971, required that an equal amount of money be raised from other sources to continue this program of providing dental treatm ent for Community United Head Start youngsters and their families. A unique characteristic of this program has been its ability to generate support from a wide variety of community organizations over a continuing period. The Cleveland Dental Society, Jewish Community Federation, Maternal and Infant Care Project of Cleveland M etropolitan General Hospital, American Red Cross, Forest City Dental Study Club, and local dentists engaged in private practice have continued their active participation in the project for over two years. This program has demonstrated that limited Foundation dollars, maximized by the utilization of available community resources and programs, can make an impact on the lives of hundreds of dentally deprived youngsters and their families. A significant increase in public funds for dental health programming had been antic ipated when the Foundation first began work in this field. Such an increase could have provided both a firm base for existing projects, and the impetus for the development of additional programming in this oft-neglected phase of community health. At this juncture, the availability of federal monies for comprehensive dental programs is extremely limited. This factor, coupled with the increased demands on the philanthropic dollar for various health, welfare, and social programs, makes the future of these various dental programs quite tenuous, and has stymied the development of new efforts of organiza tion and delivery of services. The plaque control effort, because an attem pt is being made to develop a national market for its materials, is, perhaps, the only currently operating program which has the potential for sustaining itself in the immediate future. Local resources, including the philanthropic dollar, will have to be mustered if the achievements to date are to be maintained and built upon.

THE CLEVELAND FOUNDATION Health and Welfare Hospitals, Health and Medical Programs

AM ERICAN HEART ASSOCIATION To support heart research program CASE W ESTERN RESERVE UNIVERSITY To support Halle Glaucoma Clinic annual payment until dissolution of Halle Fund To provide support for laboratory for quantitative studies of neuromuscular system at School of Medicine—2nd year of a 3-year grant To conduct research on Amyloidosis in the aging population at the School of Medicine To develop environmental health programs in the School of Medicine To support cancer research in the School of of Medicine To assist in development of a powered wheelchair and powered hand-assist devices for quadriplegics in the School of Engineering To support a professorship of otolaryngology at the School of Medicine—5 year grant

Unpaid Dec. 31, 1971

------------------- 1972 ------------------Unpaid Grants Payments Dec. 31, 1972

160,000

27 10,000

67,720

33,860 8,500

8,500

65,500

29,000

$ 150,000 33,860 36,500

9,500

75,000

Super Beaver is the symbol of good dental health to youngsters throughout the area,

Health and Welfare Hospitals, Health and Medical Programs (Continued)

CITY OF CLEVELAND, D EPA R TM EN T OF PUBLIC HEALTH To support an experimental program in preventive dentistry and plaque control CLEVELAND COM M UNITY DENTAL PROJECT To provide second year support of a dental screening and treatment program for inner-city pre-schoolers CLEVELAND M ETROPOLITAN GENERAL HOSPITAL To provide equipment for Outpatient Ophthalmology Clinic To establish a Nurse-Midwifery educational and training program in cooperation with Case Western Reserve University School of Medicine To provide interim support of Sickle Cell Anemia screening project To provide for partial funding of a child study center CUYAHOGA COUNTY HOSPITAL FOUNDATION, INC. To support Sickle Cell Anemia research program DEACONESS HOSPITAL OF CLEVELAND To purchase special equipment for leg amputee patient FAM ILY PLAN NIN G ASSOCIATION OF LAKE AND GEAUGA COUNTIES, INC. To employ a social worker to counsel agency clients FOREST CITY HOSPITAL To support campaign for new hospitalâ&#x20AC;&#x201D; 3 year grant To assist in purchasing basic collection for medical library FR E E CLINIC OF LAKE COUNTY To provide support of clinic for free treatment of drug and drug-related problems FR E E M EDICAL CLINIC OF GREATER CLEVELAND To provide partial support of East and West Side youth health clinics for drug culture GLENVILLE HEALTH ASSOCIATION To support neighborhood consumer health planning activities To organize community based health group to plan more effective delivery of health services to area residents G REA TER CLEVELAND ASSOCIATED FOUNDATION To develop dental health care project GREATER CLEVELAND HOSPITAL ASSOCIATION To provide eyeglasses, appliances and dentures for needy patients HEALTH HILL HOSPITAL FOR CHILDREN To provide general support

Unpaid Dec. 31, 1971

------------------- 1972 ------------------Unpaid Grants Payments Dec. 31, 1972

Health and Welfare — Hospitals, Health and Medical Programs (Continued)

HILL HOUSE, M ENTAL HEALTH R EH A BILITA TIO N AND RESEARCH, INC. To aid in renovating and remodeling a halfway house for patients returning to the community from mental hospitals M ETROPOLITAN HEALTH PLANNING CORPORATION To provide partial support of dental health planning unit To publish the proceedings of a seminar on the plaque control-preventive dentistry program To undertake a study of obstetric and pediatric facilities in metropolitan area MT. SINAI HOSPITAL OF CLEVELAND To support building program —7th year of a 10 year grant To support Chair of Medicine—10th year of a 12 year grant PEGASUS To initiate a therapeutic and recreational program for handicapped children THE SOCIETY FOR CRIPPLED CHILDREN To develop an educational project for preschool handicapped children ST. LU K E’S HOSPITAL To support building program—2nd year of a 4 year grant SUNNY ACRES FOUNDATION, INC. To assist in the purchase of a bus for wheelchair patients UNIVERSITY HOSPITALS OF CLEVELAND To support a pediatric ambulatory care program —2 year grant

Total Health and Welfare—Hospitals, Health and Medical Programs

(Following recipients or programs designated by donor) BELLEVUE HOSPITAL To provide general support CASE W ESTERN RESERVE UNIVERSITY To support cancer research at the School of Medicine To support research in diseases of the eye at the School of Medicine To support medical research and general support at the School of Medicine To support outpatient clinic for dispensary at the School of Medicine CHARITY HOSPITAL To provide general support CLEVELAND CLINIC To support research in diseases of the eye CLEVELAND HEALTH MUSEUM To provide general support

Unpaid Dec. 31, 1971

Grants

Payments

UnP&[^ar

Dec. 31, 1 9 ^

CUYAHOGA COUNTY HOSPITAL FOUNDATION, INC. To provide Cleveland Metropolitan General Hospital Nurse Award To provide general support ELYRIA M EM ORIAL HOSPITAL To support the William N. Gates Bed EVANGELICAL DEACONESS HOSPITAL To provide general support FAIRVIEW GENERAL HOSPITAL To provide general support To purchase equipment To support Christiana Perren Soyer Bed GRACE HOSPITAL To purchase equipment HEALTH FUND OF GREATER CLEVELAND To provide operating support HEALTH HILL HOSPITAL FOR CONVALESCENT CH ILDREN To provide general support HIGHLAND VIEW HOSPITAL To support employees’ Christmas fund HURON ROAD HOSPITAL To provide general support LAKESIDE HOSPITAL To provide general support LUTHERAN HOSPITAL To provide conference travel To support nurse award ST. A N N ’S HOSPITAL To provide general support ST. JO H N ’S HOSPITAL To provide general support ST. VIN CEN T CHARITY HOSPITAL To provide aid to alcoholics and indigent sick To support Elizabeth Boersig Soyer Bed SH RIN ERS HOSPITAL FOR CRIPPLED CH ILD R EN To provide general support TUBERCULOSIS & RESPIRATORY DISEASES ASSOCIATION To provide general support U N IV ERSITY HOSPITALS OF CLEVELAND To provide general support of the Rainbow Hospital for Crippled and Convalescent Children To provide general support To provide general support for Lakeside Hospital To support the Henry L. Sanford Memorial Bed at Lakeside Hospital To provide general support for the Maternity Hospital To purchase equipment or supplies for the Rainbow Hospital for Crippled and Convalescent Children To support urological or vascular research To provide conference travel

Total Health and Welfare—Hospitals, Health and Medical Programs (Designated)

Grants

399 1,060

Payments

Unpaid Dec. 31, 1972

399 1,060

1,300

1,060

1,060 30,800 575

15,400

447

1,060

517

3,350

4.700

177 1,283

1,060

4.700

790 575

3,850

670

1,060 4,600 271,607

835

6,675

835 37,900 1,154

$481,712

$470,272

$ 11,440

GREATER CLEVELAND ASSOCIATED FOUNDATION Health and Welfare—Hospitals, Health and Medical Programs

CLEVELAND CHA PTER OF TH E EPILEPSY FOUNDATION OF AM ERICA To provide support for services to epileptics HOLY NAM E CANCER HOME* To provide general support LAKEWOOD HOSPITAL* To support laboratory remodeling project R IG H T TO LIFE SOCIETY* To provide program support ST. JO H N ’S HOSPITAL* To provide program support

Total Health and Welfare—Hospitals, Health and Medical Programs * Funds given by donor for specific recipients.

------------------- 1 972 Unpaid Dec. 31, 1971 Grants Payments

Unpaid Dec. 31, 1972

$ 19,000

$ 4,000

$ 15,000

3,000

5,000

3,000

5,000

$35,000

$20,000

$ —0—

$15,000

Children and Youth

uring the past six years, The Cleveland Foundation has worked in a variety of k ways with a number of agencies and organizations to devise an effective, H efficient model for planning, coordinating, and implementing youth programs. " Initially, the emphasis was on a youth-based arts festival, then on summer activities for youth. Most recently, this concept has expanded to include year long youth programming with an intensification during the out-of-school summer months. In 1971, the Youth Program Development Project of the Greater Cleveland Associa tion Foundation was established with a $82,000 grant from The Cleveland Foundation. This Project’s initial charges were: to help develop a mechanism for year-round youth program planning; to assist agencies and organizations in finding funds to implement youth programs; and, to aid agencies and organizations in developing youth programs. The Project’s first major task involved the development of a mechanism for planning, staffing, and financing summer youth programs for 1972. A simple, yet comprehensive, strategy was devised under which agency and organization representatives, clustered by geographic area, met together to plan programs, to assign monies to specific projects, and to deploy federally-paid School Neighborhood Youth Corps (SNYC) youngsters and college work-study students to work as aides in neighborhood programs. At the outset, criteria — numbers of youth, family income, etc.— were developed by the Project staff for the assign ment of private monies for neighborhood programs; consequently, each neighborhood grouping had a specific allocation with which to work in developing programs. Each had, in addition, a tentative number of SNYC youngsters and work-study students to be de ployed into the neighborhood. These two factors — money and staff — proved to be crucial elements in program planning when such disparate groups as branch libraries, civic organi zations, and church-based youth projects met together regularly to formulate 1972’s summer program strategy. Neighborhood meetings were attended by Project staff. Final plans, as well as complaints, were taken to an areawide council, equally composed of adults and youth from each of the twelve planning areas, for final action. Statistics for the 1972 summer program were impressive: • 190 agencies and organizations operated 230 youth programs; • 12,518 SNYC students worked at a variety of summer program sites; . 400 work-study students were placed as supervisory aides in the programs; • Expenditures of $469,313 in foundation funds were coordinated through the Project; • $7,000,000 in federal funds came into the metropolitan area for all programs (SNYC, work-study, camping, City Recreation Department support, food and transporta tion programs, etc.).

The AHS Foundation, The Louis D. Beaumont Foundation, The Cleveland Founda tion, The George W. Codrington Charitable Foundation, N. L. Dauby Charity Fund, Harry K. and Emma R. Fox Charitable Foundation, S. Livingston M ather Charitable Trust, The Reinberger Foundation, The Samuel Rosenthal Foundation, Thomas H. White Charitable Trust, and seven major Cleveland corporations provided the almost half-million private dollars which were catalytic in attracting much of the federal money into the community. Project staff undertook a comprehensive evaluation at summer’s end and published a program report. Hopes were high that the temporary areawide council would continue or that it would be replaced by another to serve on an annual basis; unfortunately, neither action occurred. Informal meetings of agencies active in the summer program were held, however, and from these emanated a need for a series of workshops; program planning and basic program management training were to be the substance of the workshops. These sessions, incorporating many aspects of 1972’s planning process, began in March, 1973 and will be completed in late spring. The future for coordinated youth planning, staffing, financing, and implementation is not as favorable as it was last year. New directions in federal funding patterns, such as revenue sharing, are creating realignments in the planning and financing process. Moreover, the Youth Program Development Project is slated for phasing out at the end of 1973. Unless the roles this Project’s staff have performed during the past two years are assumed by a new, permanent council of youth-serving agencies and youth representatives or by an existent community agency, the accomplishments recorded to this point in inter agency and neighborhood cooperation and coordination will be a high spot in history. This Project was designed, initially, as a demonstration for two years; it has demonstrated well what is possible. The responsibility for institutionalizing these new, proven methods of operating summer and year-round activities for youth rests with the community-at-large. The Foundations operate programs only briefly and for demonstration purposes. If the agencies which provide youth services do not adopt the new procedure or develop a new project, the' community will operate once again with the uncoordinated — and weaker — system which prevailed.

THE CLEVELAND FOUNDATION Health and Welfare Children and Youth

BELLEFAIRE To support group therapy for disturbed children To provide special psychiatric services for youth BOYS’ CLUB OF CLEVELAND, INC. To provide program support—2nd year of a a 4 year grant BOY SCOUTS OF AM ERICA—THE GREATER CLEVELAND COUNCIL NO. 440 To support the development of a teenage program with a focus on career alternatives CATHOLIC COUNSELING CEN TER To begin a family therapy training program for professionals C EN TER FOR HUMAN SERVICES, DIVISION OF DAY CARE AND CHILD DEVELOPM ENT To provide interim staff support during development of coordinated child care program

1972

Organized activities, co-ordinated by YPD P, have helped to replace summer loneliness (insert).

(Continued) C E N T E R F O R P R E V E N T IV E P S Y C H IA T R Y To support training program for psychoanalytic therapist

3,800

C H IL D R E N ’S S E R V IC E S To provide general support

8,000

C L E V E L A N D C E N T E R FO R R E S E A R C H IN C H IL D D E V E L O P M E N T To provide scholarships for the child therapy training program

5,000

C L E V E L A N D C H R IS T IA N H O M E FO R C H IL D R E N To employ a child psychiatrist C L E V E L A N D C O U N C IL OF C A M P F IR E G IR L S , IN C . To increase services in inner-city areas C L E V E L A N D G U ID A N C E C E N T E R To provide operating support To support project coordination of mental health programs with the schools

12,500

G R E A T E R C L E V E LA N D ASSOCIATED F O U N D A T IO N To provide 1st year staff service for the Youth Program Development Project to work with community agencies for year-round youth programs, planning, and development To support summer youth programs for 1972 (Detail of individual grants is shown under GCAF grants) To support second year of Youth Program Development Project ID E A L YO U T H FO U N D A T IO N To support establishment of a group home for girls JE W IS H F A M IL Y S E R V IC E ASSOCIATION To support the youth “ Rap Center” for youth counseling J U N IO R A C H IE V E M E N T , IN C . OF TOLEDO To provide program support THE P H IL L IS W H E A T L E Y ASSOCIATION To remodel the Camp Mueller dispensary ROSE-M ARY H O M E To provide general support SOLON D R U G ABUSE C EN T E R To support Reach-Out Project U N IT E D C E R E B R A L PALSY ASSOCIATION To support professional staff in-service training

8,000

5,000

3,000

9,843

107

9,500

Rescinded

17,500

C U YA H O G A COU NTY W E L F A R E DEPARTM ENT To support the Give-A-Christmas program

F R E E M E D IC A L C L IN IC OF G R E A T E R C LE V E LA N D To support treatment of drug-related problems

3,800

9,843

C O M M U N IT Y U N IT E D H E A D START A N D D A Y C A RE, IN C . To provide mental health counseling services to the unreached poor

F A M IL Y S E R V IC E ASSOCIATION To provide local matching funds for a special child advocacy program at Hough Parent-Child Center To provide general support

45,152

38,652

1,900

8,000

20,000 8,000

20,000

6,500

5,000

195,232

41,000 223,000

(27,768)

82,000

34,000

48,000

41,000

15,000

Rescinded

2,200

2,200 Rescinded

500 3,000

3,000

1,142

8,138

1,880

1972

Unpaid W A R R E N S V IL L E YO U T H C O M M IT T E E To continue cooperative program through the Southeast Area Youth Council W EST S ID E E C U M E N IC A L M IN IS T R Y To provide local matching support of a six agency Task Force on Youth Outreach

Total Health and Welfare— Children and Youth (Following recipients or programs designated by donor) BEECH BROOK To provide general support B E L L E F A IR E To provide general support B O Y ’S CLUB OF C LE V E L A N D , IN C . To provide general support C H IL D R E N ’S A ID S O C IE T Y To provide Industrial Home support To provide general support C L E V E L A N D G U ID A N C E C E N T E R To provide general support C H IL D R E N ’S S ER V IC E S To provide general support C L E V E L A N D P O L IC E D E P A R T M E N T JU V E N IL E B U R E A U To support prevention of delinquency among boys D A Y N U R S E R Y A SSOCIATION OF CLEVELAND To provide general support H A T T IE L A R L H A M F O U N D A T IO N , M A N T U A , O H IO To provide general support H IR A M HOUSE To provide general support JO N E S H O M E OF C H IL D R E N ’S SERV ICES To provide general support To assist in capital improvement in buildings and equipment M A R Y C R E S T SCHOOL To provide general support PARM ADALE To provide operating support S O C IE T Y F O R C R IP P L E D C H IL D R E N To purchase equipment To provide general support T H R EE -C O R N E R-R O U N D PA C K OUTFIT, IN C . To provide general support for camping program

Total Health and Welfare—Children and Y outh (Designated) GREATER CLEVELAND ASSOCIATED FOUNDATION Health and Welfare—Children and Y outh CHANCE 4 CHANGE To support rehabilitation project for disadvantaged youth

Dec. 31, 1971

Grants

Payments

Unpaid Dec. 31, 1972

Unpaid Dec. 31, 1971

Health and Welfare — Children and Y outh (Continued) HO-MITA-KODA C A M P FO R D IA B E T IC C H IL D R E N * To support improvements at campsite O U R L A D Y OF T HE W A Y S ID E H O M E FO R R E T A R D E D C H IL D R E N * To support residential program for handicapped children P R ID E , IN C . To support black summer experience program S U M M E R C A M P E R S H IP S: W E L F A R E D E P A R T M E N T , C U YA H O G A COU N T Y To provide local funds for summer camperships under Title IV A M E R IC A N YO U T H FO U N D A T IO N To provide funds for high school students from the inner city to attend its camp G R E A T E R C L E V E LA N D ASSOCIATED F O U N D A T IO N To provide administrative costs S U M M E R YO U T H PR O G RA M S: Grants, totaling $308,255, were made to the following organizations from funds contributed by various donors as indicated in text: B LA C K S U M M E R E X P E R IE N C E To provide employment and recreational programs B O A R D OF E D U C A T IO N S.P.A.R.E. To support community ecology program Supplementary Education Center To operate comprehensive summer program C A M P F IR E G IRL S To support supplementary education program, “ Learn About Learning” CASE W E S T E R N R E S E R V E U N IV E R S IT Y To support educational program C H IL D G U ID A N C E C E N T E R To support educational programs for young children C IT Y OF C LE V E LA N D To bring traveling show to parks and playgrounds C IT Y OF EAST C LE V E LA N D To provide staff for employment program C LE V E LA N D A R EA ARTS C O U N C IL To provide technical assistance to neighborhood cultural programs C LE V E LA N D PU BLIC L IB R A R Y To employ program aides C L E V E LA N D STATE U N IV E R S IT Y C O O R D IN A T IN G O FFICE To provide employment referrals for college work-study students * Funds given by donor for specific recipients.

1972 Grants

Payments

Unpaid Dec. 31, 1972

1972

Unpaid Dec. 31, 1971

Grants

Payments

Unpaid Dec. 31, 1972

S U M M E R YO U T H P R O G R A M S : (Continued) C O O P E R A T IV E E X T E N S IO N S E R V IC E To support summer activities for 930 youngsters

$ 5,528

C O U N C IL F O R E C O N O M IC O PP O R T U N IT IE S To provide support for 80 neighborhood programs designed and operated by churches, Police Athletic League, Opportunity Centers, and community groups

83,428

CUYAHOGA COUNTY W ELFARE D E P A R T M E N T —K IN S M A N N E IG H B O R H O O D CENTER To provide support for various recreational activities

845

14,239

6,104

26,976

4,995

500

100

4,694

1,500

2,694

50,710

9,927

7,007

7,933 1,804

7,933

$421,055

$419,251

C U Y A H O G A M E T R O P O L IT A N HO U SIN G A U T H O R IT Y To support activities for youth in housing estates G IR L SCOUTS To provide recreational and educational opportunities and a chance to explore the natural environment G R E A T E R C L E V E L A N D N E IG H B O R H O O D C E N T E R S A SSO CIA TIO N To support variety of activities, including vocational classes, arts and crafts, sports, and music IN S T IT U T IO N S A N D G RO U P H O M ES (17) To support special program activities L O R A IN C OU N T Y-W ELFA RE A CT IO N CENTER To support summer educational programs Los Unidos To support summer educational programs Sacred Heart Church To support summer educational programs M A Y F IE L D L IB R A R Y To support outreach counseling program T H E SALVATION A R M Y To support recreation, day camp, and field trip activities STATE OF O H IO - Y O U T H ACT IO N CORPS To support community ecology programs U N IT E D A R E A C IT IZ E N S A G E N C Y To support recreational programs and to increase youth involvement in the community W O RK -ST U D Y STUDENTS See Cleveland State University grant Y O U N G M E N ’S C H R IS T IA N ASSOCIATION To assist recreational and counseling programs Y O U N G W O M E N ’S C H R IS T IA N A SSO C IA T IO N To provide recreational opportunities and to assist counseling and employment programs G R E A T E R C L E V E L A N D ASSOCIATED F O U N D A T IO N To provide funds for administration, awards, pictures, miscellaneous expenses for Summer Programs To provide a reserve for unbilled items

Total Health and and Y outh

W e lfa r e —

Children -

1,804

Aged

nation which has, during the past two decades, concentrated its attention on youth is now looking at a society in which the “over 65” group is now expanding at a rate twice as fast as its “under 65” counterpart. Despite their growing numbers, however, older Americans are a minority group which

traditionally has been under-seived and under-recognized. The problems which beset the country—inflation, personal security, health care, personal services—are magnified for older citizens by additional factors—isolation, fixed incomes, and lack of opportunities for meaningful participation in our society. This past year one of the nation’s first programs designed to coordinate the delivery of services to older persons in a large metropolitan area was started in Cleveland. This program, developed under the Older Americans Act, provides areawide planning and service activities. Project 100 x 100, which describes the geographical service area of 100 blocks east and west of the Cuyahoga River by 100 blocks southward from Lake Erie has, under the direction of a Task Force of the Mayor’s Commission on Aging, brought together seven agencies— the Visiting Nurse Association, Benjamin Rose Institute, Seniors of Ohio, United Area Citizens Agency, Golden Age Centers, Chronic Illness Center, and the County Welfare Department—to work cooperatively on ways to meet the needs of independent, non institutionalized older persons. Project 100 x 100 required $355,542 for its initial year’s operation. Local agencies pro vided in-kind services; The Cleveland Foundation’s $25,000 grant provided part of the local matching funds required for state and federal allocations. This project marks a great step forward toward an objective the Foundation has long sought: namely, new patterns of cooperation and coordination among agencies and programs to provide a way to give more comprehensive, beneficial services to the elderly. The Foundation made a $25,000 grant to the Golden Age Center, the agency which pioneered in recreational activities and group social services for older persons, to provide an evaluation by consultants of its total program. After eighteen years of experience in serving the elderly, and in light of the imminent retirement of the Center’s director, the organization’s self-examination is intended to determine new directions and ways to fit into a network of services. The Human Services Design Laboratory of Case Western Reserve University’s School of Applied Social Sciences has contracted with the Center to assist in the evaluation. Additional grants were made to increase research and evaluative activities of organiza tions serving the elderly as well as to those organizations providing direct services. Special note should be made of the $42,611 grant to the Benjamin Rose Institute to continue a research project and evaluative study of the effects of institutionalization on older people. 1972 was a year in which $131,000 was granted for capital expenditures: $20,000 to the Collinwood Community Services Center and Eldercare Center; $25,000 to the Montefiore Home; $46,000 to the Emmanuel Care Center; and $40,000 to the Phillis Wheatley Association. In every instance where capital funds were provided it enabled the recipient agency to

adapt its facilities to provide increased services. For example, the immediate opening of a medical and social services center in the heretofore underserved Collinwood area was made possible by the cooperative efforts and resources of the Cleveland Clinic, the Greater Cleve land Neighborhood Centers Association, The Cleveland Foundation, and other private foundation grants. The grant to Emmanuel Care Center enabled this inner-city nursing home to make physical improvements which greatly expanded its ability to assist more elderly residents of the general area.

An Effort That Failed When the Older Persons Act of 1972 was being debated by Congress, the Regional Director of the Social and Rehabilitation Services of H E W encouraged agencies in Cleveland to build on their cooperation. The Foundation provided second year support for the joint program of the City of Cleveland and the Federation for Community Planning to develop increased services for older persons. The Ohio Administration on Aging also provided support for this unique planning effort of the public and private sectors. It was hoped that through this joint effort governmental and voluntary programs could be pulled together. Some successful activities have come from this project. In the fall, with the encouragement of several groups, the Foundation called together representatives of the City and County governments and a variety of volunteer agencies to discuss development of a countywide planning and coordinating mechanism. It was felt that Greater Cleveland had the opportunity to design its own working apparatus by con sensus. The director of the Ohio Administration on Aging concurred in such an effort. Only a few persons disagreed with the goal. But, few agreed beyond that point. Some thought the Mayor’s Commission on Aging special section, the Task Force of Project 100 x 100, should be expanded; there was support for a county council on nutrition for the elderly—others thought that the Federation for Community Planning should establish a “Cabinet” or that a new, independent planning and coordinating agency should be created. The County Commissioners asked for state certification for its council. The governor replied that this was commendable, but that the City and other agencies had to be included. The Mayor of Cleveland asked the regional office of H EW for certification, but the director replied that the County and other agencies had to be included. H E W loaned a staff person to assess the entire situation and to help find common ground for action; the governor sent a representative to Cleveland to review the situation for two days and to make a report. Three months of strenuous negotiations produced no consensus. Foundation staff conferred with the principals but found no real agreement. The decision now is in the hands of state government. Hopefully, when the final decision is made, the City, the County, and representatives of volunteer agencies will be able to adjust to the plan of operation devised from outside the community. A strong beginning has been made through Project 100 x 100 to provide increased and better coordinated services. The Foundation will continue to look for opportunities to expand programs with the potential for increasing cooperative efforts and for encouraging the partic ipation of the elderly in affairs which concern them. Grant opportunities which stimulate the development of new resources, which fill gaps in programs, which evaluate the effective ness of current services and programs, and above all, which can develop a community strategy and network of supportive services, will be those to which the Foundation will be most receptive. Isolated, uncoordinated services and programs for the elderly, which lack any participation of the clients themselves, will be of slight interest as the Foundation works with the multiple groups in this community to create an urban society in which older persons can live their retirement years in decency and dignity.

THE CLEVELAND FOUNDATION Health and Welfare—Aged AM ASA STONE HOUSE To provide services for elderly residents

Unpaid Dec. 31, 1971

T H E B E N JA M IN ROSE IN ST IT U T E To provide nursing home care To support an experimental program and evaluative studies on the effect of institutionalization on the aging To provide overall program support CASE W E S T E R N R E S E R V E U N IV E R S IT Y To support evaluation of programs for training para-professionals in geriatric casework

Grants

Payments

$ 15,000

20,030

42,611 15,000

22,611 15,000

23,790

6,500

25,000

1,237

E M M A N U E L CARE CENTER To provide capital improvements

46,000

34,500

F E D E R A T IO N F O R C O M M U N IT Y P L A N N IN G To support additional staff for the City of Cleveland/Federation for Community Planning cooperative project for services to the elderly

11,846

20,000

9,600

G R E A T E R C L E V E L A N D N E IG H B O R H O O D C E N T E R S A SSOCIA TIO N To provide funds for remodeling and equipping the Collinwood Community Services Center and Elder Care Center To provide local support for Administration on Aging program at the Buckeye-Woodhill MultiService Center for Older Adults under the direction of East End Neighborhood House G O L D E N A G E C E N T E R OF C LE V E LA N D To provide social services to elderly in the downtown area To provide program support for three new centers for the elderly To undertake program review and evaluation to determine new program directions

P H IL L IS W H E A T L E Y A SSOCIATION To acquire additional land and facilities for housing for the elderly

Total Health and

W e lfa r e —

Aged

11,500

25,000

25,000 25,000

12,500

12,500 25,000

25,000

$173,050

20,000

72,850

T H E M O N T E F IO R E H O M E To support renovation of this facility for the aged

Rescinded

50,000

E L D E R L O T , IN C . To provide interim staff service for the elderly

Unpaid Dec. 31, 1972

25,200

C IT Y OF C L E V E L A N D To provide second-year local support for Administration on Aging joint program with the Federation for Community Planning for planning and development of increased services for older persons To provide local support for the retired S°nior Citizens Volunteer Program To provide services to older people to maintain them in their homes—Project 100 x 100 C L E V E L A N D T RA N SIT SYSTEM To provide partial support for demonstration transportation program for the elderly

----------- 1972 -----------

40,000

$326,614

$307,814

$141,850

Health and Welfareâ&#x20AC;&#x201D;Aged (Following recipients or programs designated by donor) T H E B E N JA M IN ROSE IN S T IT U T E To provide general support CHURCH HOME To provide general support E L IZ A B R Y A N T H O M E FO R THE A G E D To provide general support E L IZ A JE N N IN G S H O M E To purchase equipment LIT T L E SIST ERS OF T HE POOR To provide operating support L U T H E R A N H O M E FO R THE A G E D To provide general support M O N T E F IO R E H O M E To provide general support T HE H O M E FO R A G E D W O M E N OF C LE V E LA N D , O H IO To provide general support W EST S ID E D E U T S C H E R F R A U E N V E R E IN To provide general support

Total Health and Welfareâ&#x20AC;&#x201D;Aged (Designated)

Com m unity Service Organizations

hile public attention over the past few years has focused on hard drug addiction, there has been an increasing concern about the problems of alcoholism and alcohol abuse. Narcotic addition is seen, essentially, as a problem of teenagers and young adults; alcohol abuse problems, con versely, have plagued every age and population group in society. There are approximately 6 ^ million alcoholics in the country according to the National Council on Alcoholism. In Cuyahoga County alone, an estimated minimum of 74,300 people suffer directly from the ravages of alcoholism. Additional thousands suffer—families, employers, and friends of alcoholics.

A variety of services exist in this area to serve individuals with alcoholism problems. Yet, few agencies attempt to resolve the difficulties that revolve around the core problems of the individual alcoholic. Moreover, little effort has been expended to coordinate programs for the alcoholic so that a comprehensive service network can be developed and unnecessary duplication minimized. Efforts spearheaded by the Metropolitan Health Planning Corpora tion and The Federation for Community Planning are focusing on these two issues; hopefully, development and coordination of services on a regional basis will be the result of the planning process now being done under the auspices of these two agencies. Repre sentatives from Cuyahoga, Lake, Geauga, and Lorain Counties have joined the advisory committee to the MHPC-Federation planning project. The Cleveland Foundation has made, in past years, isolated grants to programs serving alcoholics in an attempt to pinpoint specific problem areas. In 1971, for example, a grant was made to the Cleveland Center on Alcoholism and Drug Abuse for the extension of agency services to industry. In 1972, the Foundation took a somewhat different look at the problem and authorized three grants: $26,895 for capital improvement to the Stella Maris Home and Hospital for men; $20,870 for development of a halfway house program to Operation Newstart, a community-based project financed primarily by the Office of Economic Opportunity; and $26,662 for expansion of services to ORCA House, an East Side program of counseling, recreation, and outpatient care for men and women. The emphasis in each of these grants was different, and the prospects for the future vary. The Stella Maris Home and Hospital has maintained financial solvency by charging a small fee for services and by operating a small salvage operation; however, capital improve ments had to be made if the emergency detoxification and the sheltered workshop programs were to continue. This grant was viewed by the Distribution Committee as a unique oppor tunity to provide vital assistance to an ongoing operation with a record of success. ORCA House, which began in 1950, serves approximately 100 individuals weekly. The program consists primarily of individual and group counseling services, planned Alcoholics Anonymous meetings, social and recreational activities, and service referrals. ORCA House moved to new quarters, which have income-generating potential, early in 1973. In 1974, ORCA House will become a fully participating member of the United Torch Services, thereby guaranteeing basic community support for this community program. Operation Newstart, conversely, has an unstable financial future at present. Basic program funding for the past two years has come from the Office of Economic Opportunity through the local Council on Economic Opportunities. With the transfer of existent OEO alcoholism programs to the Department of Health, Education and Welfare, and the un certainty surrounding future federal support for such categorical programs, Operation Newstart has no firm financial base. It is anticipated that if federal funds disappear the proposed halfway house for alcoholic men will maintain itself on referrals from other agencies and fees for service.

W ith the completion of the MHPC-Federation planning process, these, as well as all other existing services to alcoholics, can be viewed in relation to each other, and the develop ment of a comprehensive range of services can be established for the region. Service gaps and duplications can be pinpointed and new programs launched. Some directions, such as service programs for women with alcohol problems, are already discernible; others, such as services for teenagers, require additional documentation. The Cleveland Foundation staff is observing closely the progress of this planning effort with a view to uncovering additional areas where the philanthropic dollar can help the community with a major health, economic, and social problem.

1972

THE CLEVELAND FOUNDATION Health and Welfare—C om m unity Service Organizations C E N T E R FO R H U M A N S ER V IC E S To provide program and administrative support for consolidation of 5 service agencies C LE V E L A N D PSY C H O A N A L Y T IC S O C IE T Y F O U N D A T IO N To edit and publish papers of leading psychiatrist THE C L E V E LA N D S O C IE T Y FO R THE B L IN D To provide general support C O U N C IL FO R E C O N O M IC O P P O R T U N IT IE S F O R O P E R A T IO N N EW ST A RT To renovate halfway house for alcoholic men and to provide basic staff support for the new facility C U YA H O G A COU N T Y B O A R D OF C O M M IS S IO N E R S To provide part of the local matching funds for a nutrition program for low-income families F E D E R A T IO N FO R C O M M U N IT Y P L A N N IN G To support improved human relations in social services agencies F A M IL Y P L A N N IN G ASSOCIATION OF LA K E A N D GEAU GA COU NT IES, IN C . To provide general support G R E A T E R C LE V E LA N D ASSOCIATED FO U N D A T IO N To provide the Anisfield-Wolf Community Service Award to recipients selected by the Federation for Community Planning G R E A T E R C LE V E LA N D N E IG H B O R H O O D CEN T E RS ASSOCIATION To support Appalachian Action Council programs To support the staff Career Development Program—second year of a 3 year grant To provide staff career development programs L A K E COU N T Y H E A LT H A N D W E L F A R E C O U N C IL, IN C . To provide general support N E IG H B O R H O O D C O U N S E L IN G S E R V IC E To provide local matching funds for neighborhood based personal counseling program O RCA HOUSE To support residential, recreation, and counseling program for alcoholics

Unpaid Dec. 31, 1971

Grants

Payments

Unpaid Dec. 31, 1972

Unpaid Dec. 31, 1971

PANTA R H E I, IN C . To provide second year local matching funds for vocational rehabilitation and group residence for long term mental hospital patients

----------- 1972 ----------Grants

P S Y C H IA T R IC E M E R G E N C Y EV ALU A TIO N A N D R E F E R R A L S E R V IC E , IN C . To provide interim operating support SALV AT ION A R M Y To provide general support STELLA M A R IS H O M E To aid in renovation of facilities U N IT E D A PP E A L OF T O L E D O — C RU SA D E OF M E R C Y To provide general support

9,287

Payments

9,287

10,000

7,500

668

15,000

2,500

Rescinded

2,400

U N IT E D W A Y OF A M E R IC A To facilitate Cleveland professionals’ participation in international Community Chest conference

5,000

V O C A T IO N A L G U ID A N C E A N D R E H A B IL IT A T IO N S ER V IC E S To aid in rehabilitating a community facility To provide services for the handicapped

15,000 474

Y O U N G M E N ’S C H R IS T IA N ASSOCIATION OF L O R A IN —FO R THE W E L F A R E A CT IO N C E N T E R , IN C . To support community based multi-purpose center serving low income residents

24,785

Y O U N G M E N ’S C H R IS T IA N ASSOCIATION To operate community relations program for black-white high school students To provide general support

4,250 1,000

25,000 19,000

$234,496

$293,296

Y O U N G W O M E N ’S C H R IS T IA N ASSOCIATION To support operation of Community Branch Y ’s Outreach Program To support project for the elimination of racism

Total Health and WelfareC om m unity Service Organizations

Unpaid Dec. 31, 1972

$107,000

$ 45,800

(Following recipients or programs designated by donor) A M E R IC A N N A T IO N A L R E D CROSS, G R E A T E R C LE V E L A N D C H A PT ER To provide general support A M E R IC A N R E D CROSS To support volunteer Braille transcribers

2,025

1,060

2,000

50,875 14

9,210

C E N T E R F O R H U M A N SER V IC E S H O M E M A K E R - H E A L T H A ID E D IV IS IO N To provide general support C L E V E L A N D C E N T E R ON A LC O H O LISM To provide general support C L E V E L A N D P S Y C H O A N A L Y T IC SO CIET Y F O U N D A T IO N To support research and application of psychoanalysis and support projects To provide general support C L E V E L A N D S O C IE T Y F O R THE B L IN D To provide general support

Health and Welfare — C om m unity Service Organizations (Continued)

Unpaid Dec. 31, 1971

CUYAHOGA COUNTY W ELFARE DEPARTM ENT To provide special client needs

---------- 1 972 Grants

EAST E N D N E IG H B O R H O O D HOUSE To provide general support F A IR M O U N T P R E S B Y T E R IA N C H U R C H To provide general support F A M IL Y S E R V IC E A SSO C IA T IO N To provide general support

206

Payments

Unpaid Dec. 31, 1972

206

1,060

872

13,905

F E D E R A T IO N F O R C O M M U N IT Y P L A N N IN G To provide general support To support Central Volunteer Bureau

1,905 1,500

G R E A T E R C L E V E L A N D N E IG H B O R H O O D C E N T E R S A SSO C IA T ION To provide general support

5,356

H E B R E W F R E E LOAN A SSO CIATIO N To provide general support

1,000

SALV AT ION A R M Y To provide general support

7,150

350

8,318

8,173

145 5,714

S O C IE T Y OF ST. V IN C E N T D E PAUL To provide operating support P L A N N E D PA R E N T H O O D OF C LE V E LA N D IN C . To provide general support U N IT E D T O RC H SE R V IC E S To provide general support— 14 grants

31,193

119,258

144,737

V IS IT IN G N U RSE ASSOCIATION OF C L E V E LA N D To provide general support

1,560

V OC A T IO N A L G U ID A N C E A N D R E H A B IL IT A T IO N S ER V IC E S To assist needy of Sunbeam School graduating class To assist needy clients of Sunbeam School To provide general support

1,000 1,000 1,060

Y O U N G M E N ’S C H R IS T IA N A S S O C IA T IO N W EST S ID E B R A N C H To provide general support

1,000 1,000 1,060

7,700

Y O U N G M E N ’S C H R IS T IA N A SSO C IA T IO N / Y O U N G W O M E N ’S C H R IS T IA N A S S O C IA T IO N LA K E W O O D C O M B IN E D B R A N C H To provide general support

7,700

675

$ 31,193

$246,779

$272,113

$ 14,147

11,896

3,485

$29,528

Y O U N G W O M E N ’S C H R IS T IA N ASSOCIATION To provide general support

Total Health and Welfare—C om m unity Service Organizations (Designated)

5,859

GREATER CLEVELAND ASSOCIATED FOUNDATION Health and Welfare—C om m unity Service Organizations C A T H O LIC C H A R IT IE S C O R PO R A T IO N * To support programs of member agencies STELLA M A R IS H O M E To aid in renovation of facilities U N IT E D T O RC H SERV ICES* To provide support for health agencies

Total Health and Welfare—C om m unity Service Organizations *Funds given by donor for specific recipients.

—0—

C ivic A

ffairs

1972 Report on Grants • • • • •

Citizen Involvem ent Em ploym ent and Economic Development Housing Strengthening the Public Service Environment

CIV IC AFFAIRS

Citizen Involvement ver the years, The Cleveland Foundation and the Greater Cleveland Associated \ Foundation have invested in programs designed to increase opportunities for individual members of minority and unrepresented groups. Only recently has full attention been given to discrimination against women. The Equal Employ ment Opportunity Act of 1972 highlighted the awareness of sex discrimination. The proposed Equal Rights Amendment to the U. S. Constitution has kindled further interest in the rights and desires of women. In recognition of the efforts of the Women’s Law Fund, Inc., The Cleveland Founda tion joined with the Ford Foundation in funding a program designed to provide legal assistance to persons who could not otherwise afford legal services in cases of sex discrimina tion. Several cases have already been filed, and the Women’s Law Fund is presently providing immediate assistance in individual and class action suits. The Businessmen’s Interracial Committee on Community Affairs (BICCA), a com mittee of the Greater Cleveland Associated Foundation, completed eight years of opera tion in 1972. Since its creation, BICCA has served successfully as a mechanism for interracial dialogue and problem solving; special attention was focused this past year on problems of employ ment, housing, and minority business. Subcommittees of BICCA have been formed to assess the problems and to develop priorities for action in employment and housing, and a special Task Force to Aid Black Manufacturing Firms completed three years’ operation in 1972.

BICCA received financial support from The Cleveland Foundation for both its operat ing expenses and its special neighborhood projects program during the past year. Contribu tions of over $35,000 from business and industry reduced the Foundation’s actual support to $59,320 for operations and neighborhood projects. BICCA has made a significant impact on community life. The Foundation has in dicated, however, that alternative methods of on-going support must be developed within the next two years. This program, as the Youth Program Development Project reported on earlier in this report, has demonstrated what can be accomplished for community progress by businessmen, black and white, working together. Soon it will fall to the community to pick up the total cost of maintaining this vital link for progress.

W 0M

Increased access for all to the judicial system is being sought by the Womenâ&#x20AC;&#x2122;s Law Fund, Inc.

THE CLEVELAND FOUNDATION Civic Affairs—Citizen Involvement

1972

Unpaid Dec. 31, 1971

Grants

Payments

C L E V E L A N D STATE U N IV E R S IT Y IN S T IT U T E OF U R B A N A F F A IR S To support National Conference on Ethnicity

$ 12,000

C O N S U M E R P R O T E C T IO N A SSO C IA T IO N To support program to assist consumers— 4th year support

75,000

Unpaid Dec. 31, 1972

G R E A T E R C L E V E L A N D ASSOCIATED F O U N D A T IO N Businessmen’s Interracial Committee on Community Affairs— To provide 1973 operating and staff expenses $80,070 less outside contributions of $35,750 received during 1972 reducing grant to To support special neighborhood programs for 1973

44,320 15,000

80,070 15,000

(35,750)

W O M E N ’S LA W F U N D , IN C . To provide partial start-up costs for a legal advocate agency for women’s rights—2-year grant

25,000

7,500

17,500

$ 84,320

$189,570

225

Total Civic Affairs—Citizen Involvement

$ 87,000

I(18,250)

(Following recipients or programs designated by donor) W O M E N ’S C IT Y CLUB To support educational lectures

Total Civic Affairs—Citizen Involvement (Designated)

-0—

225

GREATER CLEVELAND ASSOCIATED FOUNDATION Civic Affairs—Citizen Involvement B U S IN E S S M E N ’S IN T E R R A C IA L C O M M IT T E E ON C O M M U N IT Y A FF A IRS To provide 1972 operating and staff support To support special neighborhood program for 1972

$ 61,672 13,307

Total Civic Affairs—Citizen Involvement

$ 74,979

$ 61,672 13,307

$ -0

$ 74,979

Em ploym ent and Economic Development levelanders began to look carefully again at their physical surroundings in 1972. The downtown area, a symbolic center of development, began to receive in creased attention. Over the past few years, there has been much criticism of Cleveland’s downtown; a common charge was that Howntown was dead. How ever, while all of this criticism abounded, several significant developments were launched. These developments were individualistic enterprises and were not encouraged, even by local government, to reinforce each other by a broad based view of downtown as a whole. The emphasis at year’s end was on development of a comprehensive plan under which nodes of new development could be fitted together to strengthen the entire down town area.

One significant step forward was the finalization of plans for the Huron Mall extending from Ninth Street to Fourteenth Street. Merchants in the area joined together to raise the funds necessary to match a federal grant for this development. Because of these efforts of the local merchants, accomplished jointly with the City of Cleveland and the Greater Cleveland Growth Association, a $40,000 grant was made by The Cleveland Foundation to complete the local funding requirements for this new and attractive development. In addition, a grant was made to finance a preliminary study of the Playhouse Square area, which ties in directly with the new Huron Mall project. The new proposed “Jetport on the Lake” received considerable support from the Greater Cleveland Growth Association during 1972, and The Cleveland Foundation made a grant of $150,000 toward an examination of the feasibility of such a jetport. There has been much debate on the desirability of locating a jetport in Lake Erie. Proponents of the venture cite increased employment and renewed activity on the lakefront as benefits to be derived. Opponents, conversely, argue that the jetport will cause more long-range harm to the environment than benefits to be accrued in other areas. Hopefully, The Cleveland Foundation grant, coupled with other grants for this feasibility project, will allow experts to examine all facets of the proposal to determine the economic, social, and environmental effects that should influence a final decision. The Lake Erie Regional Transportation Authority (LERTA), which received the grant, is also committed to exploring the feasibility of other possible sites. Much attention was focused on downtown activities with the view that a vibrant, energetic downtown would naturally infuse new life into surrounding neighborhoods. The Cleveland Foundation was involved in other projects designed to breathe new life into com munities. Grants were made to community development projects, a particular one being the New-Town-In-Town project. University Circle, Inc., in cooperation with the City of Cleve land, the Greater Cleveland Growth Association, and The Cleveland Development Founda tion, was granted $105,000 for Phase I planning and analysis for an application to the Department of Housing and Urban Development for this project. The work of the first phase has been completed and a preliminary application submitted to Washington for approval. Finally, University Circle, Inc. launched a major development program in vacant land at the intersection of Euclid Avenue and Mayfield Road. Proposed in the new development are: commercial and retail areas, a new motel, and residential units. A $175,000 grant was made to finalize the plan, including architectural design, traffic and parking patterns, and site planning. This investment will have both long- and short-term implications for initial construction in the $100 million development that is slated to begin late in 19 <3.

■

THE CLEVELAND FOUNDATION Civic Affairs—Employment and Economic Development C L E V E L A N D D E V E L O P M E N T FO U N D A T IO N To provide partial support for the final design, planning, and construction of a Downtown Huron Road Mall To undertake a preliminary economic survey of Playhouse Square Area of Downtown Cleveland G R E A T E R C L E V E L A N D ASSOCIATED FO U N D A T IO N To support a seminar to develop strategy for strengthening Downtown Cleveland To employ staff to develop an areawide project on urban regionalism HOUGH AREA DEVELOPM ENT C O R P O R A T IO N To provide partial matching funds for a federal grant to this community based corporation LA K E E R IE R E G IO N A L T RAN SPO RT AT IO N A U T H O R IT Y To support feasibility studies, development, planning, and administrative expenses of Lake Erie International Jetport Project U N IV E R S IT Y C IR C L E , IN C . To support program planning project To conduct physical and planning study for the Euclid-Mayfield Triangle in University Circle

Total Civic Affairs—Employment and Economic Development

GREATER CLEVELAND ASSOCIATED FOUNDATION Civic Affairs — Employment and Economic Development G R E A T E R C LE V E L A N D ASSOCIATED F O U N D A T IO N To support Case Western Reserve University’s plasma research laboratory study of energy needs and supply in northern Ohio G R E A T E R C LE V E L A N D G RO W T H A SSO CIA TIO N To provide program support for Metropolitan Jobs Council

Total Civic A f f a i r s — Employment and Economic Development

Unpaid

---------- 1972 ----------

Unpaid

Housing

ears ago the primary consideration in housing efforts was to make housing practices fair for all; the focus has shifted, as is evidenced by the proliferation of organizations committed to increasing the low cost housing supply and to improving management of the units. The critical needs of inner-city commu nities for rehabilitated and replacement housing, coupled with the availability of federal subsidy programs, resulted in the organization of several housing groups in the late 1960’s and early 1970’s. The Foundations have provided assistance to a variety of nonprofit housing sponsors since 1966. In 1972, Neighbors Organized for Action in Housing (NOAH) and Cleveland Interfaith Housing Corporation received grants totaling slightly over $93,000. Cleveland Interfaith Housing Corporation is an interdenominational, primarily sub urban group which, in cooperation with the West Central Area Development Corporation, has produced eighty-eight town house units in the West Central area adjacent to downtown Cleveland. At the beginning of 1972, Interfaith Housing Corporation controlled approxi mately 20% of the land in the area of the townhouse development. Phased redevelopment of the total area was the group’s primary objective. The Cleveland Foundation made two grants to this organization in 1972: the first provided $25,000 toward the cost of the operating budgets of Interfaith Housing and its community based partner, West Central Area Development Corporation; a $49,808 grant was made to permit Interfaith to make interest payments on loans totaling $790,000 for land acquisition activities. A private housing developer expressed an interest in West Central activities if the Corporation bought additional land. What seemed like a productive future for Interfaith in mid-1972 had altered appreciably by early 1973. The City of Cleveland, to whom Interfaith was to sell its newly acquired land and from whom it could be bought back at more economical prices, did not receive Neighbor hood Development Program funds with which to purchase the land. In addition, the federal freeze on subsidized housing programs which became effective in January 1973 removed Interfaith’s primary vehicle for actual development. The future of this group, despite its successful developmental activities in the past and its ability to raise monies from private sources, is unclear. The Corporation bought land in the West Central area which it cannot sell and re-buy with an Urban Renewal write-down in cost as anticipated; interest payments on land acquisition loans continue. And, the development vehicle—Federal Housing Administration programs—is inoperative, at least for the present. Unless alternative financing devices can be developed—and quickly— Interfaith Housing Corporation’s contribution to Cleveland’s housing need may be limited to the eighty-eight unit Central Park Place development.

The Central Park Place development (insert) demonstrates one successful alternative to vacant lots.

----------- 1972 ------------

THE CLEVELAND FOUNDATION Civic Affairs—Housing

Unpaid Dec. 31, 1971

A M E R IC A N B A R A SSO C IA T ION F U N D F O R P U B L IC E D U C A T IO N To increase legal services for development of low and moderate income housing

$ 29,000

C IT IZ E N S FO R O PEN H O U SIN G To support a suburban open housing program

Grants

Payments

$ 20,714

$ 10,000

10,000

Unpaid Dec. 31, 1972

8,286

C L E V E L A N D IN T E R F A IT H H O U SIN G C O R P O R A T IO N To support general program of housing development To provide partial interest; payments on loans for land acquisition on which to develop low income housing—2-year grant

25,000

49,808

18,678

31,130

C O M M U N IT Y H O U SIN G C O R PO R A T IO N To support services of a supervising architect for Glenville Rehabilitation, Inc.

13,000

4,000

9,000

N E IG H B O R S O R G A N IZ E D FO R A CT IO N IN H O U SIN G , IN C . To continue operation of this community housing program for an interim period

18,200

PATH ASSOCIATION To provide program support

60,000

R ESO U RCES F O R SO CIA L C H A N G E To support citizens action program for expanded low/moderate income housing opportunities

60,000

5,000

SUBU RBA N C IT IZ E N S FO R OPEN H O U SIN G To provide program support

5,000

6,000

U R B A N LEA G U E OF C LE V E LA N D — FO R O P E R A T IO N E Q U A L IT Y To continue support of open housing programs throughout Greater Cleveland

6,000

26,845

$ 95,000

$147,853

$194,437

G R E A T E R C LE V E LA N D ASSOCIATED FO U N D A T IO N To support review of Greater Cleveland’s housing programs and agencies

808

Total Civic Affairs—Housing

Rescinded

808

$ $ -0-

$ —o—

Total Civic Affairs—Housing

$ 48,416

GREATER CLEVELAND ASSOCIATED FOUNDATION Civic Affairs—Housing

Strengthening the Public Service nvestments in good government are sound investments — with ramifications not only in the present, but also in the future. Over the years, The Cleveland Foundation and the Greater Cleveland Associated Foundation have made grants to increase the effectiveness of local government services.

Beginning in 1966, Mayor Ralph Locher and in 1967, his successor, Mayor Carl B. Stokes, requested the assistance of the general community and the Governmental Research Institute in reviewing administrative procedures and reorganizing for a more efficient operation of City Government. The work of the Little Hoover Commission, as the effort was called, was supported by the business community, and by grants from The Cleveland Foundation and the Greater Cleveland Associated Foundation. These efforts helped to solve many problems and assisted the mayors in making decisions for the City. Early in 1972, the administration of Mayor Ralph J. Perk was aided by the efforts of a comparable study. A $60,000 grant was made to the Governmental Research Institute for the second phase of the Mayor’s Task Force which was studying methods for lowering the expenses of City administration. A series of specific cost saving recommendations were formulated and reported to Mayor Perk by the Task Force. These recommendations were designed to provide direction to the mayor in tackling the problems of expense in City administration. At the county level, a grant of $55,000 was made in late 1972 to the County Auditor’s office for an independent survey of prevailing management practices. Outside consultants were employed to do this study. Once again, the grant was administered through the Govern mental Research Institute, which aided in the selection of the consulting firm and will

assist in implementation of findings. These two grants were made at the local government level. Over time, the significance of state government action to local communities has become clearer. In 1972, a grant was made to support a state study of the problems that Ohio local governments face in providing such essential services as police and fire protection, education, and public transportation. The Cleveland Foundation joined with the Battelle Memorial Institute of Columbus, the Ford Foundation, the Weatherhead Foundation, and the George Gund Foundation to support the two-year operating budget of $500,000 for the Ohio Commission on Local Government Services. The Commission, composed of citizen representatives from across the state, is investigating various solutions to problems of finance, delivery of services, and over-lapping governmental jurisdictions which frequently result in duplication of services. Initial recommendations have been made to Governor Gilligan by the Commission.

es a n d C u f , « r e i < Sftop-in The-ffa»s 1330 O ld *:-y«r C le v e l a n d , O h i o

(Soot of St. C lair Ave 6? ) - 3 ? 4 »

Peoples and Cultures, Inc. nurtures respect and understanding of ethnic differences,

THE CLEVELAND FOUNDATION Civic Affairs—Strengthening the Public Service A M E R IC A N A R B IT R A T IO N ASSOCIATION To establish a Center for Dispute Settlement— 2-year grant

1972

Unpaid Dec. 31, 1971

G O V E R N M E N T A L R E S E A R C H IN ST IT U T E To support Civil Docket Reform Program of the Administration of Justice Committee To provide staff support for Administration of Justice Committee—2nd year of a 3-year grant To support Little Hoover Commission study of City administration for Mayor of Cleveland To continue the work of the Mayor’s Task Force on administrative organization and processes in city government To enable the Administration of Justice Committee to provide an Architectural Advisory Committee to the Justice Center To undertake management survey for County Auditor’s Office

Grants

Payments

$105,576

$ 34,061

22,500

90,000

50,000

20,000

60,000

2,690

Unpaid Dec. 31, 1972

$ 71,515

40,000

55,000

G R E A T E R C LE V E L A N D A SSOCIATED F O U N D A T IO N To employ summer intern in public administration

1,300

JO H N C A R R O L L U N IV E R S IT Y To publish academic research data on ethnicity

5,000

PEO PLES A N D CULTURES, IN C . To provide staff support for ethnic and cultural arts program

15,000

STATE OF O H IO To support the Ohio Commission on Local Government Services —2-year grant

50,000

18,750

105,000

$132,500

$399,566

$389,301

$142,765

U N IV E R S IT Y C IR C L E , IN C . To complete Phase I of planning and analysis for New-Town-In-Town federal application

Total Civic Affairs—Strengthening the Public Service

31,250

GREATER CLEVELAND ASSOCIATED FOUNDATION Civic Affairs— Strengthening the Public Service B E T T E R BUSINESS B U R E A U OF G R E A T E R C L E V E L A N D , IN C . To publish an informational brochure for consumers

700

G R E A T E R C L E V E L A N D ASSOCIATED F O U N D A T IO N To support Kent State University Center for Urban Regionalism in a student involvement program in constitutional revision

Total Civic Affairs—Citizen Involvement

$ 19,254

$ 20,509

700

$ 19,254

Rescinded

700

Environm ent 1972 ■

THE CLEVELAND FOUNDATION Civic Affairs—Environment JO H N C A R R O L L U N IV E R S IT Y To support program in aquatic ecology N O R T H A M E R IC A N W IL D L IF E F O U N D A T IO N To provide operating support

Total Civic Affairs—Environment GREATER CLEVELAND ASSOCIATED FOUNDATION Civic Affairs—Environment O H IO C ON SE R V A T IO N F O U N D A T IO N To support program in environmental research and information

Total Civic Affairs—Environment

Unpaid Dec. 31, 1971

Grants

Payments

Unpaid Dec. 31, 1972

S pecial P htt.ANTHROPIC S ervices

Special Philanthropic Services THE CLEVELAND FOUNDATION Special Philanthropic Services COUNCIL ON FOUNDATIONS, INC. To support national public affairs and education program of the Council—5-year grant

Unpaid Dec. 31, 1971

G R E A T E R C L E V E L A N D ASSOCIATED F O U N D A T IO N FO R S P E C IA L PURPOSES To provide a portion of the program support of the Businessmen’s Interracial Committee on Community Affairs for 1972 To support the Associated Colleges of Cleveland in a cooperative program of six Catholic colleges To support Case Western Reserve University in a plasma research laboratory study of energy needs and supply in northern Ohio To support special project development To support United Torch Services’ study of community awareness and attitudes on philanthropy To support the Fenn Foundation expense budget For the year 1972 For the year 1973 To provide expenses to Federation for Community Planning in connection with selection of AnisfieldWolf Community Service Award recipient For prior years For the year 1972 To cover expenses of the Anisfield-Wolf Award Committee in connection with awards for outstanding books in human relations G R E A T E R C L E V E LA N D ASSOCIATED FO U N D A T IO N FO R A D M IN IS T R A T IV E PURPOSES To provide partial support of the consolidated operating budget of The Cleveland Foundation/ Greater Cleveland Associated Foundation For the year 1972 For the year 1973

Total Special Philanthropic Services

Grants

$ 25,000

G R E A T E R C LE V E L A N D G R O W T H A SSO C IA T IO N To support Metropolitan Jobs Council programs

----------- 1972 -----------Payments

37,500

32,600

17,500

10,000

9,000 10,000

7,500

24,440

21,173 4,400

23,278

1,000 1,000

2,105 20,040

Rescinded 1,000

5,000

411,966

365,785 5,680

406,286

$484,906

$522,138

$448,431

365,785

$486,663

$ 20,000

5,000

37,500

9,000

Unpaid Dec. 31, 1972

GREATER CLEVELAND ASSOCIATED FOUNDATION G R E A T E R C LE V E LA N D ASSOCIATED F O U N D A T IO N FO R SPE C IA L PURPOSES To support Commission on Health and Social Services To provide special services for The John R. Raible Foundation

500

351

50,234

34,574

56,991 34,574

$ 85,308

$142,170

149

G R E A T E R C LE V E LA N D ASSOCIATED F O U N D A T IO N FO R A D M IN IS T R A T IV E PURPOSES To provide support for administrative operations To provide partial support of the consolidated operating budget of The Cleveland Foundation/ Greater Cleveland Associated Foundation For 1972 For 1973

Total Special Philanthropic Services

56,991

$ 57,011

149

F inancial R

eport

1972

T H E CLEVELAND FOUNDATION GREATER CLEVELAND ASSOCIATED FOUNDATION

The complete and audited financial statements of The Cleveland Foundation and the Greater Cleveland Associated Foundation and the reports thereon of Ernst and Ernst Certified Public Accountants, are available for public inspection at the Foundation Library 700 National City Bank Building, Cleveland, Ohio. Legal counsel provided by: Thompson, Hine and Flory Cleveland, Ohio

Trustees Committee George F. Karch, Chairman Chairman of the Board and Chief Executive Officer The Cleveland Trust Company John A. Gelbach President and Chief Executive Officer Central National Bank of Cleveland Claude M. Blair Chairman of the Board The National City Bank of Cleveland Walter F. Lineberger, Jr. Chairman of the Board and Chief Executive Officer Society National Bank of Cleveland Alfred Lamont Jones Chairman of the Board and Chief Executive Officer Union Commerce Bank

Trustees Central National Bank of Cleveland The Cleveland Trust Company The National City Bank of Cleveland Society National Bank of Cleveland Union Commerce Bank

The Cleveland Foundation Financial Report he Cleveland Foundation is a public charity under Section 170(b)(1)(a)(vi) of the Internal Revenue Code. It is comprised of more than 200 separate trusts, a combined fund for the investment of smaller gifts, and a Distribution Com mittee which allocates income and, in some instances, the principal for charitable purposes. The Foundation’s unique design enables it to offer any donor a suitable vehicle for the realization of individual philanthropic interests.

A donor may make a gift or bequest of any size for the community’s benefit, certain that changing needs will not later make that gift obsolete. Some donors designate specific organizations to receive their money. Others limit their gift to areas of concern such as child care, scholarships, health and welfare, civic affairs, or cultural affairs. Many donors provide wholly undirected gifts to assist the Distribution Committee in responding to newly emerging community needs. The Distribution Committee, assisted by a professional staff, distrib utes the funds according to donor wishes and in tune with contemporary philanthropic opportunities. There are three avenues for donor participation in The Cleveland Foundation: 1) The Separate Trust Fund is generally established for a gift of $250,000 or more. Each trust of this kind is held and managed separately by one of the five banks which serve as trustees. While this approach is attractive to private and family foundations desiring to commit assets to a community purpose, administrative costs make it most useful only for sizable gifts. 2) The Combined Fund provides an economical mechanism to receive and to ad minister gifts of any size. Either large or modest gifts may be received under this plan because the trustee banks combine individual contributions and invest the group as a whole, thereby maintaining the individual value and the income earned annually of each fund, and, simultaneously, increasing the investment return potential. This provides a popular means for memorializing a deceased friend or member of the family. 3) The 509(a)(3) Affiliation provides a means for private foundations to obtain public charity status. The restrictions imposed by the Tax Reform Act of 1969 have led many private foundations to consider distributing their assets and going out of business or affiliating with a public charity. In 1972, some private foundations became part of The Cleveland Foundation. Moreover, one private foundation became a public charity as a 509(a)(3) supporting organization for the purposes of The Cleveland Foundation. The Foundation staff is always available to discuss the establishment of the 509(a)(3) affiliation with interested individuals. Whether through a separate trust fund or through the Combined Fund, a gift may be made as a direct bequest either during the donor’s lifetime, or it may be established in the donor’s will. The Foundation staff will furnish information in response to specific donor inquiries, and may be consulted by persons interested in planning their philanthropic goals. It is suggested that a person desiring to make a gift confer with an attorney and the trust officer of one of the five participating trustee banks—Central National Bank of Cleveland, The Cleveland Trust Company, The National City Bank of Cleveland, Society National Bank of Cleveland, and Union Commerce Bank. General suggestions about the donation of funds to The Cleveland Foundation may be found at the inside back cover of this report.

T rust Fund G row th of The Cleveland Foundation 1972, the fifty-ninth year of The Cleveland Foundation, was a year of continued growth. Over $10,094,000 in new gifts were established in The Cleveland Foundation in 1972. The following lists the new funds and additions to existing funds, except for the Com bined Fund gifts, included in the above total, but reported in detail on page 82.

TWELVE NEW TRUST FUNDS ESTABLISHED Henry A. Everett Trust was created by Mr. Henry A. Everett in memory of Samuel Willard Everett and Emily Matilda Everett. One-half was restricted for caring for and aiding in the cure of consumptives being taken care of in Kirtland Township; the other half was for caring for persons with cancer at the “Sperry Farm” in Kirtland Township. Under the terms of The Cleveland Foundation Trust Agreement permitting change in allocation when circumstances have altered, the Distribution Committee, at its meeting of October 18, 1972, directed that the interests of the trustor would be served better by dis tributing the income for health care with special concern for tuberculosis and cancer. Market value at December 31, 1972 was estimated to be $2,270,874. The John H untington Benevolent Fund was established by the transfer of assets of the John Huntington Benevolent Trust. Income is to be used for the benefit of 28 agencies: Bellefaire, St. Vincent Charity Hospital, Children’s Aid Society—Industrial Home, Church Home, Family Service Association, Huron Road Hospital, Marycrest School, Montefiore Home, Parmadale, The Home for Aged Women, University Hospitals of Cleveland, West Side Deutscher Frauen Verein, Case Western Reserve University School of Medicine for the Dispensary, The Eliza Bryant Home, American Red Cross for the Benefit of The Volunteer Braille Transcribers, Health Hill Hospital for Convalescent Children, Cleveland Society for the Blind, Day Nursery Association of Cleveland, East End Neighborhood House, Evangelical Deaconess Hospital, Karamu House, Rainbow Hospital for Crippled and Convalescent Children, St. Ann’s Hospital, Visiting Nurse Association of Cleveland, Vocational Guidance Rehabili tation Services, Cuyahoga County Hospital Foundation, Tuberculosis and Respiratory Diseases Association. Market value at December 31, 1972 was estimated to be $3,434,963. Leone R. Bowe Marco Fund was established by Mrs. Marco. Income from this fund may be used for unrestricted purposes. Market value at December 31, 1972 was estimated to be $8,749. Clarence A. Olsen Trust was created by the late Clarence A. Olsen. Income from this fund is to be used for medical research in the fields of cancer and heart disease. Market value at December 31, 1972 was estimated to be $600,000. The Joseph K. and Amy Shepard Patterson Memorial Fund was established by Mrs. Patterson. Its purposes include: medical research, assistance to needy and deserving aged persons, prevention of juvenile delinquency, and assistance to needy and deserving children. Market value at December 31, 1972 was estimated to be $379,358. The John C. and Elizabeth F. Sparrow Memorial Fund was established by Mrs. Sparrow. Income from this fund may be used for unrestricted purposes. Market value at December 31, 1972 was estimated to be $712,741. The John Mason Walter and Jeanne M. Walter Memorial Fund became effective under the will of the late Mr. Walter. Income is designated for the benefit of five agencies: Cleveland Art Museum; Christ Episcopal Church; The Salvation Army; Cleveland Society for the Blind; and The Society for Crippled Children. Market value at December 31, 1972 was estimated to be $25,374.

The Emerald Necklace Fund was established with a gift of $300 from Messrs. John S. Pyke, Lee C. Hinslea, and Courtney Burton to make possible the acquisition of land for the Metropolitan Park System and to develop, protect, and promote the use and enjoyment of same. Forty donors contributed $3,579; and 17 donors contributed $315 in memory of Mr. William N. Irons for a total of $4,194. It is anticipated that additional gifts from the community will add to this lund in future years to provide continued support for the Park System. Lillian F. Goldfield Fund was established with a bequest from the late Lillian F. Goldfield in the amount of $6,750. Income is designated for The Cleveland Press Christmas Fund. New Trust Funds for which asset values had not been determined by year end:

Sue L. Little Fund was established by the late Mrs. Little. Income is to be distributed for the education and training of persons for home nursing care, including the Central School of Practical Nursing. At December 31, 1972 the asset value of the fund had not been determined. The estimated amount of this gift is $235,600. Elizabeth J. Lohmiller Fund was created by Mrs. Lohmiller. One-third of the income is to be used for research in heart and circulatory system diseases; one-third for research for the cure, treatment, educa足 tion, and help for the blind; and one-third for education and training of persons for home nursing care including the Central School of Practical Nursing. At December 31, 1972 the asset value of the fund had not been determined. The estimated amount of this gift is $568,332. Charles W. and Lucille Sellers Memorial Fund was established by the late Charles W. Sellers. Income may be used for unrestricted purposes. The Cleveland Foundation is a partial beneficiary at this time. The Cleveland Foundation will become ultimately the sole beneficiary. At December 31, 1972 the asset value of the fund had not been determined. The estimated amount of the total fund is $1,000,000.

ADDITIONS TO EXISTING TRUST FUNDS The Cleveland Recreational Arts Fund was increased by $1,611.50 through gifts from The Raymond John Wean Foundation, The Louis E. and Marcia M. Emsheimer Charitable Trust and Mr. Kurt L. Seelbach. The Isaac Theodore Kahn Fund was increased by $575.15 through a final distribution. The Linda J. Peirce Memorial Fund was increased by $645 in gifts from 12 donors. The John Edmund Williams Memorial Fund was increased by $67,053.55 from his estate. The Clay L. and Florence Rannells Reely Fund was increased by $1,091.38 through a final distribution. The Frederick S. Sterling Second Testamentary Trust was increased by $202,791.68 from a distribution of current income from The Frederick S. Sterling Second Testamentary Trust.

The Cleveland Foundation Trust Funds A wide variety of donors, dedicated to The Cleveland Foundation as a means of benefiting their community in years to come, have established the following trust funds. These funds are named either for their donors or by the donor for a memorial or, in some instances, for the recipient organization which they enrich.

The Aloy Memorial Scholarship Fund Anisfield-Wolf Fund Charles Rieley Armington Fund Walter C. and Lucy I. Astrup Fund No. 1 Walter C. and Lucy I. Astrup Fund No. 2 Sophie Auerbach Fund* The Frederic M. and Nettie E. Backus Memorial Fund Walter C. and Fannie White Baker Fund Lilian Hanna Baldwin Fund Cornelia W. Beardslee Fund James C. Beardslee Fund Mary Berryman Fund Ida Beznoska Fund The Dr. Hamilton Fisk Biggar Fund George Davis Bivin Fund* Katherine Bohm Fund Roberta Holden Bole Fund The George H. Boyd Fund* Alva Bradley II Fund Gertrude H. Britton, Katharine H. Perkins Fund Fannie Brown Memorial Fund George F. Buehler Memorial Fund Thomas Burnham Memorial Fund Katherine Ward Burrell Fund The Martha B. Carlisle Memorial Fund The Central High School Endowment Fund The Fred H. Chapin Memorial Fund The Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund J. E. G. Clark Trust The Elsa Claus Memorial Fund No. 2 Cleveland Foundation Combined Fund Cleveland Recreational Arts Fund Caroline E. Coit Fund A. E. Convers Fund* Harry Coulby Fund No. 2* Harry Coulby Fund No. 4 Jacob D. Cox Fund S. Houghton Cox Fund* Henry G. Dalton Fund Howard and Edith Dingle Fund Alice McHardy Dye Fund The Emerald Necklace Fund Henry A. Everett Trust Charles Dudley Farnsworth Fund Dr. Frank Carl Felix and Flora Webster Felix Fund Fenn Educational Funds First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund*

Fisher Fund Erwin L. Fisher and Fanny M. Fisher Memorial Fund Ford Foundation Fund for Greater Cleveland Associated Foundation Edward C. Flanigon Fund Constance 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 Robert J. Frackelton Fund The George Freeman Charity Fund Grace Jordan Gardner Fund Frederic H. Gates Fund The William F. and Anna Lawrence Gibbons Fund* William A. Giff'horn Fund Frederick Harris Goff Fund Isaac C. Goff Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Julius E. Goodman Fund The George C. and Marion S. Gordon Fund Robert B. Grandin Fund The Eugene S. Halle Memorial Fund The Blanche R. Halle Memorial Fund Edwin T. and Mary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund* Leonard C. Hanna, Jr. Associated Foundation Trust Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. Community Development Funds Leonard C. Hanna, Jr. Fund for Community Chest Leonard C. Hanna, Jr. Fund for United Appeal William Stitt Hannon Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Funds George Halle Hays Fund Kaufman Hays Memorial Fund The Hinds Memorial Fund* The Hiram House Fund The Jacob Hirtenstein Fund The H. Morley Hitchcock Fund Mildred E. Hommel and Arthur G. Hommel Memorial Fund Centureena S. Hotchkiss Fund John Huntington Benevolent Fund

The A. W. Hurlbut Fund Sherman Johnson Memorial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd Fund* Isaac Theodore Kahn Fund Tillie A. Kaley and Warren R. Kaley Memorial Fund Karamu House Trust Clarence A. Kirkham Memorial Fund John R. Kistner Fund The Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund* Robert M. Linney Fund* Sue L. Little Fund Elizabeth J. Lohmiller Fund Ella L. Lowman Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund Theresa Mae MacNab Fund Leone R. Bowe Marco Fund Alice Keith Mather Fund The Samuel Mather and Flora Stone Mather Memorial Fund The Lewis A. and Ellen E. McCreary Memorial Fund The George W. and Sarah McGuire Fund The Katherine B. McKitterick Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund Anna B. Minzer Fund Cornelia S. Moore Fund* William Curtis Morton, Maud Morton, Kathleen Morton Fund E. Freeman Mould Fund Jane C. Mould Fund The Crispin and Kate Oglebay Trust Clarence A. Olsen Trust Mary King Osborn Fund William P. Palmer Fund The Dr. Charles B. Parker Memorial Fund* The Joseph K. and Amy Shephard Patterson Memorial Fund Linda J. Peirce Memorial Fund Douglas Perkins Fund Grace M. Pew Fund Walter D. Price Fund* William H. Price Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund* Clay L. and Florence Rannells Reely Fund The Retreat Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Alice M. Rockefeller Fund Charles F. Ruby Fund

The Mary Coit Sanford Memorial Fund Mary Coit Sanford Fund Dr. Henry A. and Mary J. Schlink Memorial Fund William C. Scofield Memorial Fund Charles W. and Lucille Sellers Memorial Fund* Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund The A. H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund The Nellie B. Snavely Fund A. L. Somers Fund William J. Southworth Fund* Dr. George P. Soyer Fund John C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund Charles L. and Marion H. Stone Fund Harriet B. Storrs Fund Leonard F. Stowe Fund Henrietta Teufel Memorial Fund John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund Mabelle G. and Finton L. Torrence Fund James H. Turner Fund Charles F. Uhl Fund John F. and Mary G. Wahl Memorial Fund Jessie MacDonald Walker Memorial Fund John Mason and Jeanne M. Walter Memorial Fund Mabel Breckenridge Wason Fund A Mabel Breckenridge Wason Fund B* George B. and Edith S. Wheeler Trust Edward Loder Whittemore Fund Henry E. and Ethel L. Widdell Fund The John Edmund Williams Memorial Fund James D. Williamson Fund The George H., Charles E. and Samuel Denny J. Wilson Memorial Fund Edith Anisfield Wolf Fund* David C. Wright Memorial Fund Edith Wright Memorial Fund OTHER FUNDS: Undistributed Income Account of the Combined Fund Frederick S. Sterling Second Testamentary Trust* * These trusts provide, each in varying amounts, for pay足 ment of annuities to certain individuals prior to payment of the balance of the income to the Foundation. In 1972 The Cleveland Foundation received 89.2% of the aggregate net income of these several funds, except for the William C. Fischer and Lillye T. Fischer Memorial Fund from which was received 50%, and the Elroy J. and Fynette H. Kulas Fund from which was received 22% of the aggregate net income. Ultimately, The Cleveland Foundation will receive the entire net income from these funds, except the two aforementioned funds, the income of which will never exceed 50% and 22% respectively.

Combined Fund G row th of The Cleveland Foundation Nearly 2,000 donors have contributed to the Combined Fund since its establishment in 1943. Gifts received in 1972 amounted to over $566,000. The market value of the Com bined Fund assets at December 31, 1972, was estimated to be $4,580,911.

NEW M EMORIALS AND FUNDS ESTABLISHED IN 1972 Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund was established with a $140,000 bequest from the estate of Helen E. Strauss. The income from this fund is available for unrestricted purposes. Garnetta B. Christenson and Leroy W. Christenson Fund was established with a $181,002 bequest from the estate of Leroy W. Christenson. The income from this fund is available primarily for scholarships. Alice Duty Seagrave Foreign Study Fund was established by a $30,000 bequest from the estate of Alice Duty Seagrave. Income is designated to aid a student of Flora Stone Mather College of Case Western Reserve University in foreign study. Albert B. and Sara P. Kern Memorial Fund was established by Albert B. Kern with a $25,000 gift. Income is for unrestricted charitable purposes. Herman R. and Esther S. Miller Memorial Fund was established with a bequest of $13,723.86 from the estate of Esther S. Miller. Unrestricted use of the income is permitted. The Charles J. Stilwell Scholarship Fund was established in memory of Charles J. Stilwell. Thirty-four donors contributed $1,745. Income from this fund is to be used for scholarships. Recipients are to be nominated by the Fenn Advisory Committee of the Fenn Educational Fund of The Cleveland Foundation. Gladys J. and Homer D. Foster Fund was established by a bequest of $108,663.04 from the estate of Homer D. Foster. During the first 50 years the income may be used for un restricted charitable purposes. Thereafter, the income and/or principal is restricted to the aid of needy orphans and crippled children. Helen M. Holland Memorial Fund was established by a bequest of $10,000 from the estate of Harry A. Holland. The income may be used for unrestricted charitable purposes. Anna Mary Magee Memorial Fund was established by Elizabeth S. Magee with a gift of $10,000. Income is designated for support of the Cleveland Public Library. Dorothy and Helen R uth Fund was created by Mrs. Dorothy R. Graham with a gift of $1,000. Mrs. Barbara H. Rawson made an additional contribution of $100 to this fund. Income is restricted to support of staff and philanthropic services of The Cleveland Founda tion/Greater Cleveland Associated Foundation. The following memorials were created with gifts totaling $190 to be added to funds from which income may be used for unrestricted purposes: John W. Holt Memorial— Donor, Margaret Osborn Holt; Orra M. Risberg Memorial—15 Donors; Mrs. Ray Irvin Memorial— Donor, Dr. D. W. Wyckoff; Mrs. John H. Hord Memorial—Donors, Mrs. Winston C. Sheppardson and Mr. and Mrs. Corning Pearson.

ADDITIONS TO EXISTING MEMORIALS AND FUNDS The Blanche B. Payer Fund was increased by a gift of $15,000. The Frederick R. and' Bertha Specht Mautz Scholarship Fund was increased by a gift of $5,000 from Dr. Mautz. The Adele Corning Chisholm Memorial was increased by a gift of $2,000 from the Alvah S. and Adele C. Chisholm Memorial Foundation. The Leyton E. Carter Memorial Fund was increased by a contribution from Miss Mary Catherine Carter of $50. The Dr. Edivard A. Yurick Fund was increased by a $10 gift from Dr. Yurik. The S. Burns and Simonne H. Weston Fund was increased by a gift of $100 from Mr. and Mrs. Weston. The Samuel E. Kramer Law Scholarship Fund was increased by a gift of $17,418.85 from Mrs. Flora Fitch Kramer. The Josephine R. and Edward W. Sloan, Jr. Fund was increased by a gift of $1,000 from Josephine R. and Edward W. Sloan, Jr. The Thomas Burnham Memorial was increased by $2,031.03 by a gift from the Thomas Burnham Fund. The Social Work Scholarship Fund was increased by a contribution of $2,000 by the Kelvin and Eleanor Smith Foundation.

The Cleveland Foundation Combined Fund A wide vaiiety oi donors, dedicated to The Cleveland Foundation as a means of bene fiting their community in years to come, have established the following funds in the Com bined Fund. These funds are named either for their donors or by the donor for a memorial or, in some instances, for the recipient organization which they enrich. Morris Abrams Fund Nathan L. Dauby Memorial Academy of Medicine Health Education Mary E. Dee Memorial Fund Foundation Fund Carl Dittmar Memorial Rhoda L. Affelder Fund Magdalene Pahler Donahey Fund Wickham H. Aldrich Fund Anna J. Dorman and Pliny 0. Dorman Eunice Westfall Allen Memorial Memorial Fund Samuel Westfall Allen Memorial James J. Doyle and Lillian Herron Doyle Lydia May Ames Fund Scholarship Fund Marguerite E. Anselm Memorial Fund Robert J. Drake Memorial Katherine B. Arundel Fund Kristian Eilertsen Fund Leonard P. Ayres Memorial Arthur Feher Fund A. D. Baldwin Memorial Fund William S. and Freda M. Fell Memorial Fund Robert K. Beck Memorial Herold and Clara Fellinger Charitable Fund Beulah Holden Bluim Memorial Sidney B. Fink Memorial Arthur Blythin Memorial Frances B. and George W. Ford Memorial Robert Blythin Memorial Gladys J. and Homer D. Foster Memorial Helen R. Bowler Fund Harriet R. Fowler Fund Nap. H. Boynton Memorial Fund Katyruth Strieker Fraley Memorial Alva Bradley Memorial Annie A. France Fund Brigham Britton Fund Mrs. Hermine Frankel Memorial Charles F. Buescher Memorial I. F. Freiberger Fund Thomas Burnham Memorial Mrs. I. F. Freiberger Memorial Fund Elizabeth A. Burton Memorial Winifred Fryer Memorial Fund Robert H. Busch Scholarship Fund Mrs. Florence I. Garrett Memorial Carmela Cafarelli Fund Dr. Frank S. Gibson Memorial Fund Edna L. and Gustav W. Carlson Foundation Ellen Gardner Gilmore Memorial Memorial Fund Frances South worth Goff Memorial Leyton E. Carter Memorial Fund Robert B. Grandin Memorial George S. Case Fund James L. Greene Memorial Isabel D. Chamberlin Fund Bell Greve Memorial Fund Fred H. Chapin Memorial Robert Hays Gries Memorial The Adele Corning Chisholm Memorial Isador Grossman Memorial Fund Garnetta B. and LeRoy W. Christenson Fund Carolyn K. Grossman Fund Mr. and Mrs. Harold T. Clark Fund Marc J. Grossman Fund Inez and Harry Clement Award Fund Jessie Haig Memorial Cleveland Center on Alcoholism Fund Florence Hamilton Memorial Cleveland Conference for Educational Leonard C. Hanna Jr., Cleveland Cooperation Fund Play House Fund Cleveland Guidance Center Endowment Fund Leonard C. Hanna Jr., Special Fund Cleveland Heights High School Scholarship Fund Mrs. Ward Harrison Memorial Cleveland Psychoanalytic Society Fund F. H. Haserot Fund Cleveland Sorsis Fund Homer H. Hatch Fund Cleveland War Memorial James W. Havighurst Memorial Scholarship Fund Arthur Cobb Memorial Lewis Howard Hayden and Lulu May Hayden Fund Arthur Cobb, Jr. Memorial Iva L. Herl Fund Florence Haney Cobb Memorial The Siegmund and Bertha B. Herzog Louise B. Cobb Memorial Endowment Fund Mary Gaylord Cobb Memorial Highland View Hospital Employees’ Fund Percy Wells Cobb Memorial Albert M. Higley Memorial Ralph W. Cobb, Jr. Memorial Reuben W. Hitchcock Fund Dr. Harold N. Cole Memorial Mary Louise Hobson Memorial Fund Lawrence E. Connelly Cora Millet Holden Memorial Judge Alva R. Corlett Memorial Guerdon S. Holden Memorial Mary B. Couch Fund Dr. John W. Holloway Memorial Fund Jacob D. Cox, Jr. Memorial Helen M. Holland Memorial Willis B. Crane Memorial Fund John W. Holt Memorial Dr. Wilbur S. Crowell Memorial Mrs. John H. Hord Memorial Marianne North Cummer Memorial A. R. Horr Fund Glenn A. Cutler Memorial Joseph C. Hostetler Memorial

Mrs. Ray Irvin Memorial The Norma W itt Jackson Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Florence Jones Memorial Fund Mr. and Mrs. Sidney D. Josephs Fund Albert B. and Sara P. Kern Memorial Fund Joseph E. Kewley Memorial Fund Quay H. Kinzig Memorial Thomas M. Kirby Memorial Dr. Emmanuel Klaus Memorial Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund Richard H. Kohn Fund Samuel E. Kramer Law Scholarship Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Meta M. Long Fund The William Fred Mackay and Cora Carlisle Mackay Memorial Fund Anna Mary Magee Memorial Fund George A. and Mary E. Marten Fund Mrs. E. 0. Marting Memorial The Frederick R. and Bertha Specht Mautz Scholarship Fund Malcolm L. McBride and John Harris McBride II Memorial Thomas McCauslen Memorial Mrs. E. P. McCullugh Memorial Emma E. McDonald Fund Anna Curtiss M cNutt Memorial Charles E. Meink Memorial William J. Mericka Memorial The Grace E. Meyette Fund The Herman R. and Esther S. Miller Memorial Fund Emma B. Minch Fund John A. Mitchell and Blanche G. Mitchell Fund Harry F. Miter Memorial Helen Moore Fund Daniel E. Morgan Memorial Fund Ray E. Munn Fund John P. Murphy Memorial Fund Christopher Bruce Narten Memorial Fund The National City Bank Fund Harlan H. Newell Memorial Jessie Roe North and George Mahan North Memorial Fund John F. Oberlin and John C. Oberlin Fund Ethelwyne Walton Osborn Memorial Erla Schlather Parker Fund Blanche B. Payer Fund Caroline Brown Prescott Memorial Mary Dunham Prescott Memorial The George John Putz and Margaret Putz Memorial Fund The George F. Quinn Memorial Scholarship Fund Omar S. Ranney Memorial Grace P. Rawson Fund Marie Richardson Memorial Fund Minerva P. Ridley Fund

Orra M. Risberg Memorial Gertrude M. Robertson Memorial Clarence A. Roode Memorial Fund Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M. Rosenfeld Fund Dr. A. T. Roskos Fund Dorothy and Helen Ruth Fund Mrs. Raymond T. Sawyer Memorial Oliver H. Schaaf Fund Cornelius G. Scheid Fund The Robert N. Schwartz Fund for Retarded Children Alice Duty Seagrave Foreign Study Fund Warner Seely Fund Arthur H. Seibig Fund Mr. Louis B. Seltzer Memorial Annette S. Shagren Memorial Nina Sherrer Fund The John and Frances W. Sherwin Fund Dr. Thomas Shupe Memorial Fund David G. Skall Memorial Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Social Work Scholarship Fund Society for Crippled Childrenâ&#x20AC;&#x201D;Tris Speaker Memorial Fund Society National Bank Fund Meade A. Spencer Memorial Belle Bierce Stair Memorial The Miriam Kerruish Stage Fund Frederick S. Stamberger Memorial Nellie Steel Stewart Memorial The Charles J. Stilweli Scholarship Fund Ralph P. Stoddard Memorial Fund The Mortimer I. and Helen E. Strauss and Blanche New Memorial Fund Joseph T. Sweeny Memorial Charles Farrand Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr Memorial Elizabeth Bebout Taylor Memorial Mary J. Tewksbury Fund Allison John Thompson Memorial Sarah R. Thompson Fund Maud Kerruish Towson Memorial Jessie C. Tucker Memorial Fund Leo W. Ulmer Fund Malcolm B. Vilas Memorial Cornelia Blakemore Warner Memorial Stanley H. Watson Memorial Frank Walter Weide Fund Caroline Briggs Welch Memorial S. Burns and Simonne H. Weston Fund Lucius J. and Jennie C. Wheeler Fund Elliot H. Whitlock Memorial Mary C. Whitney Fund The Marian L. and Edna A. Whitsey Fund R. N. and H. R. Wiesenberger Fund Lewis B. Williams Memorial Marjorie A. Winbigler Memorial John W. Woodburn Memorial Nelle P. Woodworth Fund Leward C. WykofT Memorial Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara Memorial Fund

Statement of Assets and Fund Balances The Cleveland Foundation December 31, 1972 Statement of Assets and Fund Balances

Approximate Marketâ&#x20AC;&#x201D;Note

ASSETS TRUST FUNDS 1914 Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Partial benefit funds General Trust Fund certificates of The Cleveland Trust Company Other investments Multiple Trusteeship: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Partial benefit funds General Trust Fund certificates of The Cleveland Trust Company Common trust fund certificates of the trustee banks Other investments Other Funds: Cash

439,339.26

598,530 6,063,439 18,291,011 5,881,722

2,200,332.83 $ 19,873,102.13 19,506.88 $ 20,331,948.27

3,341,066 $ 34,175,768 19,506 $ 34,634,613

1,601,670.83

1,601,670

1,107,391.03 20,596,219.08 30,174,293.36 29,697,206.60

1,075,369 19,002,336 45,245,315 61,503,521

315,225.03

437,578

2,129,264.02 $ 84,019,599.12 771,973.64 $ 86,393,243.59

2,342,914 $129,607,033 771,973 $131,980,676

169,468.90

FUND BALANCES

Noteâ&#x20AC;&#x201D;Since approximate market valuations as of December 31, 1972 for Other investments were not readily obtainable, the carrying value of Other investments has been shown in the approximate market column.

439,339

704,206.26 6,461,867.18 6,151,920.04 4,354,775.82

$106,894,660.76

TRUST FUNDS Principal Income

$105,222,852,76 1,671,808.00 $106,894,660.76

169,468

$166,784,757

Statement of Changes in Fund Balances

The Cleveland Foundation Year Ended December 31, 1972

PRIN C IPA L 1914 Resolution Funds

Balances at January 1, 1972 INCREASES IN FUND BALANCES Received from donors Gain from sale of assets Dividends Interest—net of amortization and purchased interest General trust fund income Common trust fund certificate income Partial benefit income Rental income Return of unused portion of prior year’s grants Amortization of bond premium Adjustments to carrying values Miscellaneous income TOTAL IN CREASES IN FU N D BALANCES TRANSFERS From income to principal From Combined Funds to the unencumbered Combined Fund TOTAL TRANSFERS DECREASES IN FUND BALANCES Authorized by trustee banks: Trustees’ fees Legal fees and other trust expenses

Multiple Trusteeship Funds

Total Principal

$ 17,795,337.00

$ 73,709,642.98

$ 91,504,979.98

591,343.35 1,868,028.59

6,701,748.25 4,685,324.98

7,293,091.60 6,553,353.57

— 0— 3,323.91 [15,055.31]

22,879.92 7,547.06 548,438.23

22,879.92 10,870.97 533,382.92

$ 11,965,938.44

$ 14,413,578.98

2,447,640.54

590.97

—0— 590.97

$ $

Authorized by The Cleveland Foundation Committee and the Distribution Committee for Charitable Purposes: Education Cultural Affairs Health and Welfare Civic Affairs Special Philanthropic Services Greater Cleveland Associated Foundation Total Disbursements For Charitable Purposes Amount paid to Greater Cleveland Associated Foundation for administrative purposes Other—net TOTAL DECREASES IN FUND BALANCES BALANCES AT D E C E M B E R 31, 1972

32,355.56 827.28 33,182.84

193.17

— 0— 193.17

$ $

100,610.60 29,649.51 130,260.11

784.14

—0— 784.14

$ $

132,966.16 30,476.79 163,442.95

20,700.00 -0— 115,000.00 — 0— — 0—

159,775.00 -0— 5,000.00 —0— —0—

180,475.00 —0— 120.000.00 —0— —0—

— 0—

96,600.00

135,700.00

261,375.00

397,075.00

6,750.00 7,596.90

40,364.51 81,260.98

47,114.51 88,857.88

183,229.74 $ $ 20,060,338.77

513,260.60 $ $ 85,162,513.99

696.490.34 $ $105,222,852.76

INCOME 1914 Resolution Funds

166,800.64

Multiple Trusteeship ______ Funds______

Other ______Funds______

808,391.40

$ 92,455,729.20

292,060,85

545,561.96

1,434,374.01

1,979,935.97

7,585,152.45 6,553,353.57 1,979,935.97

411,227.23 148,527.49

1,293,478.41 20,069.28 99,488.87 1,640,230.99 44,003.34

1,704,705.64 168,596.77 99,488.87 2,216,710.35 48,869.34

11,316.08

2,282.42

34,196.00 10,870.97 533,382.92 _____ 2,282.42

6,523,966.29

$ 20,937,545.27

351,158.63

6,978.27

_______ 1,657.42 1,362,848.96

625.00 $

4,802,980.43

[590.97]

[193.17]

—0— [590.97]

[59,308.00] [59,501.17]

950,749.22

270,710.53

4,337.81

Total Principal and Income

21,350,32

225,320.73 4,866.00

[24,442.82]

Total Income_____

37,994.72 3,471.66 41,466.38

$ $

103,488.05 5,577.64 109,065.69

$ $

831,906.66 495.047.00 1,582,331.27 997.182.00 54,073.00

233.382.00 43,860.00 802.883.00 70,492.75 —0— —0—

358,136.90 —

0—

59,308.00 59,308.00

—00— 0—

$ $

[784.14]

$ ~

[784.14]

-0

$ $

—

—0 — —0—

141,482.77 9,049.30 150,532.07

0—

$ $

274,448.93 39,526.09 313,975.02

4.100.00 30,000.00 4.694.00 143,458.00 —0—

1,069,388.66 568,907.00 2,389,908.27 1,211,132.75 54,073.00

1,249,863.66 568,907.00 2,509,908.27 1,211,132.75 54.073.00

-0—

—0—

96.600.00

1,150,617.75

3,960,539.93

182,252.00

5,293,409.68

5,690,484.68

65,365.00

251,535.44 0

7,450.00 33,831.18

324,350.44 33,831.18

371,464.95 122,689.06

4,321,141.06 1,230,729.60

$ $

223,533.18 169,468.90

$ $

5,802,123.37 1,671,808.00

$ $

—

1,257,449.13 271,609.50

$ $

—

$ 6,498,613.71 $106,894,660.76

G reater Cleveland Associated Foundation Financial Report The Greater Cleveland Associated Foundation is a publicly supported, non-profit corpora tion which coexists with and complements the work and purposes of The Cleveland Founda tion. GCAF receives gifts and makes grants utilizing both principal and income. Gifts made to GCAF permit maximum flexibility in their application to contemporary urban problems and the aims of cooperative philanthropy. Gifts of any size may be received and committed within the broad charitable purposes of GCAF.

Cooperative Philanthropy Cooperation among foundations, designed to maximize the effectiveness of philanthropy and to minimize unnecessary duplication, has been a basic objective of GCAF since its inception. GCAF has worked diligently to accomplish this objective. The 1971 annual report of the Foundations emphasized that significant strides had been made in accomplishing this goal. A group of over 25 local foundations, most with none or limited staff, began meeting quarterly on an informal basis to discuss issues of common interest. These meetings stimulated initiation of the following cooperative efforts: (1) an information exchange, which indicates the total cost of a project, the foundations asked to support it, and the money raised to date, has been developed and is shared by the partic ipating foundations; (2) written staff reports, covering projects and organizations, are provided by GCAF to requesting foundations; (3) a quarterly newsletter, focusing on issues and projects of interest to the general philanthropic community, is periodically disseminated; and (4) cooperative financing of several significant projects has been undertaken. Foundations are often unaware of the public sector’s participation in community projects. These four services have attempted, wherever possible, to include governmental and business involvement in order that foundations have all available information with which to make decisions. In 1972, over $925,000 was contributed for special projects and grant purposes to the Greater Cleveland Associated Foundation. In addition, over $935,000 was allocated from The Cleveland Foundation for staff services; administrative operations of both Foundations; returned unused grant funds; and other items, which are not detailed below. Contributions for Special Programs: For support of the Businessmen’s Interracial Committee on Community Affairs gifts totaling $80,070 from: The Standard Oil Company; The May Company; The National City Bank of Cleveland; General Motors Corporation; Reliance Electric Company; Gould Foundation; American Greetings Corporation; Ford Motor Company Fund; Raymond Q. Armington; The Hunkin Foundation; Midland-Ross Foundation; Diamond Shamrock Corporation; Acme-Cleveland Corporation; Columbia Iron and Metal Company; Ernst & Ernst; American Ship Building Company; The Weatherhead Company; The Lamson & Sessions Company; The Hanna Mining Company Fund; Harris Intertype Foundation; Higbee McKelvey Charitable Foundation; The Cleveland Trust Company; Medusa Founda tion; Addressograph Multigraph Foundation; Richman Brothers; The Lubrizol Foundation; General Electric Company; The East Ohio Gas Company; The Cleveland-Cliffs Foundation; Sears, Roebuck and Company; Cole National Corporation; Fisher Body Division; Society Foundation; The Warner & Swasey Foundation; Ohio Bell; Eaton Corporation; Oglebay Norton Foundation; Union Commerce Bank; Central National Bank of Cleveland; The George Gund Foundation; The E. F. Hauserman Company; TRW Foundation; The Cleve land Electric Illuminating Foundation; The Tremco Foundation; The Cleveland Foundation. For support in 1972 of the Commission on Public School Personnel Policies in Ohio gifts totaling $172,000 from: The Louis D. Beaumont Foundation; Borden Foundation, Inc.; Charles F. Kettering Foundation; The George Gund Foundation; Richland County Foundation;The Needmore Foundation;The Columbus Foundation; Hamilton Community Founda tion; The Procter and Gamble Fund; The Cleveland Foundation. For 1973, gifts totaling $80,000 from: The Louis D. Beaumont Foundation; Borden Foundation, Inc.; Charles F. Kettering Foundation; The George Gund Foundation; Richland County Foundation; The Columbus Foundation; Hamilton Community Foundation; The Procter and Gamble Fund; The Cleveland Foundation.

For production of a film “In A Class By Himself” by the Commission on Public School Personnel Policies in Ohio a gift of $13,500 from the Martha Holden Jennings Foundation. For the Dayton Forum of the Commission on Public School Personnel Policies in Ohio a gift of $1,650 from the Dayton Foundation. For the National ASPA Conference Fellowship Program gifts of $535 from: American Society for Public Administration; Northeast Ohio Regional ASPA; The Cleveland Foundation. For the Recertification Committee a gift of $1,457 from the Northeast Ohio Areawide Coordinating Agency. For special expenses in connection with a Mayor’s Conference a gift of $2,108 from Kent H. and Thelma S. Smith. For the C. V. Thomas Memorial Scholarship Fund at Bald win-Wallace College gifts totaling $13,027.26 from: E. T. Bartlett; Frank A. Burke; Mr. and Mrs. Clarence F. Deeter; Charles A. Dilley; Ellwood H. Fisher; Vollmer Fries; Clayton Hale; Dr. James C. Hodge; Willis L. Hotchkiss; Richard S. Huxtable; Dr. Howard W. Jones; Millard L. Jordan; John J. Joseph; J. C. Nichols; M. E. Nichols; Dr. R. M. Stecher; Charles J. Stilwell; Mr. and Mrs. C. M. Taylor; Gerald S. Wellman; J. D. Wright; Anonymous. For the Governor’s Housing and Community Development Advisory Commission a gift of $2,940 from: The State of Ohio. For the Summer Camperships Program gifts totaling $99,200 from: The Nathan L. Dauby Charity Fund; The George W. Codrington Charitable Foundation; The Reinberger Foundation; Thomas H. White Charitable Trust; Britton Fund; Greater Cleveland United; The Auxiliary of the Society for Crippled Children; The AHS Foundation; Elizabeth Ring Mather and William Gwinn Mather Fund; The Louis D. Beaumont Foundation; S. Living ston Mather Charitable Trust; The George Gund Foundation; Cleveland Automobile Club—Orphans Outing Fund; The Sears Family Foundation. For the Summer Youth Programs gifts totaling $308,255 from: Thomas H. White Charitable Trust; The Louis D. Beaumont Foundation; S. Livingston Mather Charitable Trust; The George Gund Foundation; The Lucile and Robert H. Gries Charity Fund; The Samuel Rosenthal Foundation; The George W. Codrington Charitable Foundation; The Harry K. and Emma R. Fox Charitable Foundation; The Reinberger Foundation; The AHS Foundation; The Cleveland Foundation. For support of Staff and Philanthropic Services of the Greater Cleveland Associated Foundation/The Cleveland Foundation a gift of $50,234 from: Kent H. and Thelma S. Smith. For the Boy Scouts of America Greater Cleveland Council a gift of $2,000 from: Kent H. and Thelma S. Smith. For the Summer Youth Program of Pride, Inc. gifts totaling $2,250 from: Euclid National Bank; Sears, Roebuck and Company; Ohio Bell; The May Company; The Tremco Foundation. For Special Consultant Services a gift of $500 from: The John R. Raible Foundation.

Additions to Existing Funds: For the Donald A. and Jane C. Stark Scholarship Fund a gift of $16,000 from: The Donald A. and Jane C. Stark Charitable Trust. For General Philanthropic Purposes of the Greater Cleveland Associated Foundation a gift of $49,846 from: The Reinberger Foundation. For the Stella Maris Home a gift of $11,895.88 from: The George and May Margaret Angell Trust. For the John R. Raible Fund a gift of $4,757 from: The John R. Raible Foundation allocated at the discretion of the 1914 Cleveland Foundation Committee. The gift was granted to Cleveland State University for the planning and establishment of a Center For More Effective Learning. New Fund Established in 1972: The Cleveland Bar Association Fund (name changed early in 1973 to the Greater Cleveland Bar Fund) transferred its assets to the Greater Cleveland Associated Foundation and terminated its status as a private foundation after almost 16 years of existence. This fund in GCAF maintains as its primary objectives the improvement of the administration of justice, the elevation of judicial standards, the promotion of legal education, and the fostering of integrity within the law professions. The fund’s assets currently are greater than $13,000.

Funds and Gifts of the Greater Cleveland Associated Foundation George H. and Mary Margaret Angell Trust Gift* Cleveland Advertising Club Fund Cleveland Bar Association Fund** William H. Coleman Gift Mary and Wallace Duncan Gift* The Health and Welfare Drive, Inc. of Valley View Gift* T. Dixon and Ellen C. Long Gift John R. Raible Foundation Gifts* The Reinberger Foundation Gift Kurt C. Seelbach Gift* Donald A. and Jane C. Stark Scholarship Fund Gift* Shaker Heights Children’s Theatre Fund Gift*

The Nelson Talbott Foundation Gift The Louis A. Unger Memorial Fund Walton Hills Combined Charities Drive Gift* C. V. Thomas Memorial Scholarship Fund at Baldwin-Wallace College* Summer Youth Programs Fund Businessmen’s Interracial Committee on Community Affairs Fund Commission on Public School Personnel Policies in Ohio Fund *In prior years these funds and gifts were carried as Other Funds of The Cleveland Foundation and were transferred to the Greater Cleveland Associated Foundation in 1972. **Fund name changed in 1973 to the Greater Cleveland Bar Fund.

Statement of Changes in Fund Balances Greater Cleveland Associated Foundation Year ended December 31, 1972 -RESTRICTED Combined FundsCustodian For The Cleveland Foundation

Balances at January 1, 1972 RECEIPTS Investment income earned Fee income from The Cleveland Foundation Fee income from administered programs Contributions Grants Returned portion of unused grants Net gain on sale of securities

DISBURSEMENTS Grants Designated programs Administrative expenses Other—net TRANSFERS Transfer of investment income from Special Fund to administrative operating funds Transfer of operating funds BALANCES AT D E C E M B E R 31, 1972

$ —0—

Contributions For Designated Programs

Other Grant Funds

$ 244,303

$113,839

230

2,887

103.773

850,759

243,304

103.773

1,095,292

360,030

35,794

229,776 708,260

67,979

387,032

130,254

$ 67,979

$ 387,032

$130,254

Balance Sheet Greater Cleveland Associated Foundation December 31, 1972 ASSETS Cash Receivables: From contributors to designated programs From The Cleveland Foundation Furniture and equipment Other assets

$709,601 $ 41,037 122,621

163,658 1

12 358 $885,618

LIABILITIES AND FUND BALANCES Accounts payable and accrued expenses Fund balances: Restricted: Combined funds—Greater Cleveland Associated Foundation as custodian for The Cleveland Foundation Contributions for designated programs Other grant funds Certain prior grants—Special fund Administrative operating funds for 1973 Unrestricted—available for future operating purposes

$ 67,979 387,032 130,254 25,500 172,040

FU N DS

U N REST RIC T ED

Certain Prior Grants Special Fund

Administrative Operating Funds—1972

Administrative Operating Funds— 1973

Principal

$113,717

$ 81,208

$ —0—

$127,381

58,100 [2 , 022 ] 169,795

782,805 92,002 $885,618

11,352 263,445 6,180 116,353 36,312

514,850

Special Fund Income

Available For Future Operating Purposes

$ 59,954 479

137,466

2,022 3,509 132.912

479

59,954

479

59,954

132.912

144,295

25,500

448,637 70 66,143

137,466

$ 25,500

479 [66,622] $ —0—

34,574 $172,040

—0—

[479]

$ - 0-

= 0^

32,048 $ 92,002

Suggested Forms for Gifts or Bequests to T he Cleveland Foundation by W ill or T rust Agreement G ift or bequest to be held as separate trust “I give (bequeath) t o ...................................................... (name of Bank or Trust company) as trustee, to be administered as a separate trust estate for the purposes of The Cleveland Foundation in accordance with a written Resolution adopted by the Board of Directors of said trustee on , 19 as supplemented by a written Resolution adopted by the Distribution Committee and approved by the Trustees Committee of The Cleveland Foundation on April 14, 1967. Said Resolutions are now in existence and are incorporated herein.” The names of the five banks and the dates on which their respective Boards of Directors adopted the Resolution mentioned first above are as follows: Central National Bank of Cleveland......................................................... December 24, 1930 The Cleveland Trust Company.................................................................. January 5, 1931 The National City Bank of Cleveland.......................................................June 11, 1934 Society National Bank of Cleveland..........................................................January 22, 1960 Union Commerce B ank...............................................................................April 14, 1955

Gift or bequest to the Combined Fund To establish a fund or memorial in the Combined Fund, the following language is suggested: “I give (bequeath) t o ............................................. (name of Bank or Trust company) as trustee, to be added to and administered as a part of the trust estate, known as The Cleveland Foundation Combined Fund, held by said trustee under its written Declaration of Trust dated ,19 .” The dates on which the five banks executed the Declaration of Trust mentioned above are as follows: Central National Bank of Cleveland................................................................ July 22, 1943 The Cleveland Trust Company........................................................................ July 6, 1943 The National City Bank of Cleveland..............................................................August 9, 1943 Society National Bank of Cleveland.................................................................April 15, 1960 Union Commerce Bank..................................................................................... April 18, 1956 General It is suggested that a person confer with one of the trustee banks as to whether he should make his gift as an addition to the Combined Fund, rather than create a separate trust estate. If it is desired that the gift bear a name as a memorial, the following language may be used: “It is my desire that the foregoing gift be known as the ............................................... (Fund or Memorial).” Further information and suggestions concerning the language to be employed in specific situations may be obtained by attorneys from the trust departments of any of the five par ticipating trustee institutions or from the office of The Cleveland Foundation. Tax Reform Act of 1969 Private foundations considering transfer of their assets to The Cleveland Foundation— a public charity under the terms of the Tax Reform Act of 1969 — should contact the Director of The Cleveland Foundation.

Staff James A. Norton, President and Director John B. Olsen, Assistant Directorâ&#x20AC;&#x201D;Administration Barbara H. Rawson, Assistant Directorâ&#x20AC;&#x201D;Program Thomas A. Albert, Foundation Associate Timothy D. Armbruster, Foundation Associate Roland H. Johnson, Foundation Associate Muriel H. Jones, Manager, Office Services Raymond C. Oleson, Foundation Intern Jane F. Reisinger, Accountant Robert F. Risberg, Manager, Financial Services Joan M. Wood, Foundation Associate, Editor, Annual Report Staff Consultants G. Brooks Earnest Henry Kubach

THE CLEVELAN D FOUNDATION G R EA T ER CLEVELAND ASSOCIATED FOUNDATION Foundation Center 700 National City Bank Building Cleveland, Ohio 44114 Telephone: (216) 861-3810