Cleveland Foundation – 1973 Annual Report by The Cleveland Foundation

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The Cleveland Foundation The Cleveland Foundation, the nation’s oldest and largest community foundation, was established in 1914 to provide a mecha nism through which any donor might make a gift or bequest of any size, certain that changing needs will not make that gift obsolete. There are now more than 213 separate trust funds in the Foundation, and a Com bined Fund for the investment of smaller gifts. One of the five trustee banks of The Cleveland Foundation safeguards and invests the funds which are allocated several times each year by an eleven-member Distribution Committee. This Committee, assisted by a professional staff, distributes the funds in ways both consistent with donor wishes and in tune with contemporary philanthropic opportunities. Some donors designate specific organiza tions to receive the gift, others limit gifts to broader areas of concern such as education, health and welfare, civic affairs, or cultural affairs. Many donors give wholly undirected gifts which provide important flexibility in allowing the Distribution Committee to respond effectively to changing community needs as they emerge. The Cleveland Foundation received on December 14, 1971 a current ruling of the Internal Revenue Service which classifies it as a public charity under Section 509(a)(1) of the Internal Revenue Code of 1954, as amended. As a public charity, the Founda tion is exempt from the Internal Revenue Code’s restrictions, including excises, which govern private foundations. 2 © The Cleveland Foundation 1974

The Greater Cleveland Associated Foun dation was established in 1961 to sharpen the focus of philanthropy’s concern with contem porary urban problems and to cooperate with other charitable organizations interested in encouraging the sound use of philanthropic resources. The Board of Trustees of the Greater Cleveland Associated Foundation also serve as the Distribution Committee of The Cleveland Foundation. Impetus for creation of this Foundation came from six Cleveland-area foundations. The staff of the Greater Cleveland Asso ciated Foundation, which serves also as the staff for The Cleveland Foundation, provides a variety of services to private foundations in Northeastern Ohio. The Greater Cleveland Associated Foun dation, which is classified as a public charity under the provisions of the Internal Revenue Code of 1954, as amended, is exempt from the Code’s restrictions governing private foundations, including excises. The Founda tion receives gifts and makes grants utilizing both principal and income. Gifts made to this Foundation permit maximum flexibility in their application to contemporary urban problems and in their enhancement of co operative philanthropy.

Table of Contents Page The Distribution C o m m it t e e .................................................................... 4 The Chairman's L e t t e r ............................................................................... 6 The Director's R e p o r t ................................................................................ 7 Grant S u m m a ry ...........................................................................................9 1973 Report on Grants E d u c a tio n ...........................................................................................11 Cultural A ffairs............... ... ................................................................21 Health and W e lfa r e ............................................................................27 Civic A f f a i r s ....................................................................................... 51 Special Philanthropic Services.............................................................67 Financial R e p o rt...........................................................................................69 The Cleveland Foundation Trust Fund Growth............................................................................71 Trust Fund Listing............................................................................73 The Sherwick F u n d ........................................................................ 76 Combined Fund Growth.................................................................... 77 Combined Fund Listing.................................................................... 78 Statement of Changes in Fund B a la n c e s ...................................... 80 Statement of Assets and Fund Balances.......................................... 82 Greater Cleveland Associated Foundation Greater Cleveland Associated Foundation Financial Report . . . 83 Fund and Gift Listing........................................................................ 84 Statement of Changes in Fund B a la n c e s ...................................... 84 Balance S h e e t....................................................................................85 Giving to The Cleveland F o u nd atio n ......................................................... 86 Suggested Forms for Gifts or B e q u e sts..................................................... 87

The Distribution Committee and Board of Trustees The Cleveland Foundation Distribution Committee, the 1914 Foundation Com mittee, the Combined Fund Distribution Committee (hereafter referred to as the Distribution Committee), and the Greater Cleveland Associated Foundation Board of Trustees are responsible for formulating poli cies, developing priorities, and granting the funds of the two foundations. Four major grantmaking categories — Edu cation, Cultural Affairs, Health and Wel fare, Civic Affairs — have been designated by the Distribution Committee. Subcom mittees of the eleven-member Distribution Committee have been established to review all requests coming to the Foundations in each category. These Subcommittees make recommendations for action to the total membership of the Distribution Committee. Both the Subcommittees and the Distribu tion Committee meet quarterly to consider requests. Members of the Distribution Committee are appointed because of their demonstrated involvement in and knowledge of the Greater Cleveland community. Selection of the Committee members is done in a variety of ways to assure that a cross-section of community 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; this Committee is comprised of the senior officials of the five trustee banks — The Cleveland Trust Company, Central National Bank of Cleveland, National City Bank, Society National Bank of Cleveland, and Union Commerce Bank. During 1973, the following individuals served as members of The Cleveland Foun dation Distribution Committee and the Greater Cleveland Associated Foundation Board of Trustees: Raymond Q. Armington, Chairman* H. Stuart Harrison, Vice Chairman* Mrs. Scott R. York, Vice Chairman* Dr. Kenneth W . Clement Robert D. Gries Harvey B. Hobson* Frank E. Joseph George F. Karch Elmer L. Lindseth Thomas F. Patton G. Jack Tankersley* Each member of the Distribution Com mittee is appointed for a five-year term. These members serve also as the Board of Trustees of the Greater Cleveland Asso ciated Foundation. *Members of the 1914 Foundation Com mittee and Combined Fund Distribution Committee.

The Chairman’s Letter 1973 was a year of transition and of unique opportunity for The Cleveland Foundation and the Greater Cleveland Associated Foundation. Our Director for the past decade, Dolph Norton, left at mid-year to assume a new position with the Ohio Board of Regents. The Assistant Director for Program, Barbara H. Rawson, guided the Foundations for the final six months of the year. Under her staff leadership, the Founda tions responded to new philanthropic oppor tunities, strengthened their internal manage ment capabilities, and selected a permanent director for the Foundations. Homer Wads worth, formerly president of the Kansas City (Missouri) Association of Trusts and Foun dations, assumed the directorship of The Cleveland Foundation and the presidency of the Greater Cleveland Associated Founda tion on February 1, 1974. Transitions can often be troublesome times — periods in which attention is focused on maintaining the status quo, and not on forg ing new directions or responding to new op portunities. Such was not true for the Foun dations— a process was set up which culmi nated in the awarding of a million dollar grant for construction of an addition to a home for older persons; a seminar on founda tion administration was hosted for major foundations throughout the nation; and The Cleveland Foundation’s first affiliated organi zation,The Sherwick Fund, became operative.

Each of these was a significant accomplish ment. The million dollar grant process util ized an advisory committee, consultants in gerontology, and a mechanism which encour aged all homes for older persons in Cuyahoga County, meeting certain criteria, to make application. Details of this process are spelled out in the Director’s Report which follows. The two-day seminar, “Strengthening Foundation Management,” was designed to bring together philanthropic leaders from across the country to discuss the various problems confronting them and solutions available. Representatives of twenty-five ma jor foundations participated in the seminar. The Council on Foundations served as co-sponsor. The Sherwick Fund, formerly a private foundation, became an affiliate of The Cleve land Foundation under the provisions of the Internal Revenue Code. During the year, The Sherwick Fund made 33 grants, totaling over $84,000, for educational, cultural, and health and welfare activities. While the unstable state of the national economy slowed the growth of Foundation assets in 1973, over $15 million in new gifts were recorded. This raised total Foundations’ assets to $168 million. The Distribution Com mittee created a Committee on Foundation Development late in the year to define rea sonable growth expectations and to begin exploration of new ways to acquaint prospec tive donors with the Foundations and their

work. The Development Committee, com posed of prominent civic leaders, is chaired by a former chairman of The Cleveland Foundation’s Distribution Committee, John Sherwin. Creative philanthropy, which has always been the objective of the Foundations, neces sitates relatively constant growth of income, knowledgeable staff leadership, and Distribu tion Committee members committed to re sponding creatively to new problems and challenges. Traditionally, the Foundations’ annual re ports have stressed the need for using limited financial and staff resources wisely and innovatively. As I end my chairmanship of the Distribution Committee, I would note the strong, courageous leadership of my fellow Committee members in approaching their philanthropic responsibilities. They have yielded neither to special interest group pres sures nor to personal preferences in their ever-constant pursuit of the Foundations’ ob jectives. These civic leaders have worked tirelessly to serve their community in useful, innovative ways, and they are to be com mended for their success. My personal thanks to the staff and to Barbara Rawson for their very active team work, their persistence and diligence, and their creative efforts—all adding up to a fine, constructive year in philanthropy. Our very best wishes go to Homer Wads worth as he faces the responsibilities and opportunities ahead. We are all confident he is equal to the task. We wish him maximum success.

The Director’s Report 1974 marks the sixtieth anniversary of The Cleveland Foundation and the fourteenth year of the Greater Cleveland Associated Foundation. As the Foundations enter an other decade of grantmaking and program developmental activities, it seems quite ap propriate that we devote this annual report to setting out and illustrating the many, varied roles which the community founda tion can — and does — assume in pursuit of a primary objective: improving the quality of life in Greater Cleveland. In 1973, the Foundation authorized 367 grants totaling $8,204,341. Moreover, $15,244,022 in new gifts and bequests were received to further the efforts of the Foundations. In our estimation, the uniqueness and strength of the community foundation are reflected by six distinctive, yet complemen tary, characteristics: • its ability to implement the wishes of the donors; • its ability to respond quickly to commu nity needs; • its ability to innovate, to take risks, which lead to creative problem solving; • its staff capability to assess, monitor, and evaluate programs; • its ability to serve as a catalyst, bring people, ideas, and institutions together for problem solving; and • its ability to utilize philanthropic re sources to augment community efforts through the attraction of other private or public monies.

People associated with The Cleveland Foundation and the Greater Cleveland As sociated Foundation know that major com munity issues are resolved and problems are solved by bringing a variety of strengths to bear on any issue. Government, business, the voluntary sector, philanthropy—the interests, energies, and resources of all must converge at strategic points if major assaults on key problems are to be mounted. Later sections of the report are illustrative, we believe, of this crucial convergence of resources. But perhaps the single event of the past year which best captured the essence of the community foundation and its role was our search for a new director. As the nation’s first community founda tion, The Cleveland Foundation has enjoyed a special leadership role in Greater Cleveland and in the philanthropic community gen erally. The foundation has a long, wellestablished tradition of action in pursuit of a pluralistic society in which every individual can be encouraged to develop his potential and in which community institutions can be strengthened to serve people’s needs. The Dis tribution Committee, therefore, in its search for a new director, focused on individuals with the flexibility, experience, and leader ship capability to carry on the historic mis sion of the Foundation. The search was thorough. The results were excellent, both in the selection of Homer C. Wadsworth and in the refocusing of attention on the unique role which philanthropy can play in the life of a community.

Another unique effort in 1973 which offers an apt illustration of how well philanthropy can work to achieve both the donor’s desires and the community’s needs was The Cleve land Foundation’s grant of $1 million to support a model residential center for the aged. At the death of Mrs. Grace Jordan Gardner in 1971, a fund in excess of a million dollars was left to The Cleveland Foundation with the stipulation that the money be used for a home for aged persons in Ohio, prefer ably in the Cleveland area. The Foundation realized that the terms of this bequest offered an unusual opportunity to impact the devel opment of high quality services for older persons in institutional settings. To meet this unusual challenge, unique procedures were developed for awarding the grant. The Distribution Committee of The Cleve land Foundation appointed an advisory com mittee, composed of prominent, concerned citizens, to develop criteria for the home Mrs. Gardner described. The committee was also charged to accept and evaluate proposals and to make recommendations for the awarding of the grant. To assist the advisory committee in its responsibilities, highly qualified con sultants in gerontology and design were re tained and Foundation staff made available to conduct research and perform other duties as directed by the committee. All licensed philanthropic homes for the aged and other interested agencies were in vited to submit applications for the JordanGardner grant. Twenty-two such homes were represented at the public meeting held to distribute and explain the criteria developed by the advisory committee. Ten final appli cations were received and evaluated by the citizen advisory committee. In December, 1973, the Foundation’s Dis tribution Committee, on the recommendation of the advisory committee, selected Judson Park, formerly called the Baptist Home of Ohio, to receive the grant. The money is to serve dual purposes: (1) to provide partial support of the construction and maintenance of an expansion of Judson Park, to be called the Jordan-Gardner Tower, with a full array of social and health services; and (2) to aid persons unable to afford the life care fee to reside at Judson Park if they desire. In addi tion, separate funds were set aside to under take a five-year follow-up monitoring and evaluation of the Judson Park program. Just the magnitude of this grant to Judson Park marks it as a significant activity of The Cleveland Foundation in 1973. The true sig8

nificance of the Jordan-Gardner program, however, is found in the process which brought together the efforts of a dedicated citizen committee with the input of highly qualified, professional expertise in the mak ing of this grant, and in the carefully devel oped provisions to assure that the recipient organization will be an ongoing model of excellence. What follows in the reports on specific grant activities, though describing only pro grams funded in 1973, must be considered a part of the ongoing program. While the Foundations report to the community on an annual basis, each grant authorized reflects both the past and the future plans of these Foundations as they attempt to meet their basic objective: to meet changing needs of the community through grants which will, in the opinion of the Distribution Committee, carry out the wishes of the donor and “more effectually promote the public welfare and as sist in the improvement of social conditions.” During the past year, it has been my privi lege to have served as Interim Director of the Foundations.TheTrustees, Distribution Com mittee, and staff have been enormously sup portive. The experience has increased my belief that The Cleveland Foundation and the Greater Cleveland Associated Foundation, in consort with many private foundations, underscore the importance and strengths of philanthropy in its response to human needs.

S U M M A R Y OF G R A N T S A U T H O R IZ E D -1973 THE CLEVELAND FOUNDATION

$7,566,277

GREATER CLEVELAND ASSOCIATED FOUNDATION

638,064

$ 4 ,208,724

^ $ 21,267 ^ $ 13,700

EDUCATION

CULTURAL AFFAIRS

HEALTH & WELFARE

CIVIC AFFAIRS

Q PF PI Al

PHILANTHROPIC PURPOSES

Compared, to total grants authorized, administrative costs were 6.21%. Compared to grant payments, administrative costs were 7.17%. Compared to total financial activity (disbursements), administrative costs were 6.14%.

Education

Higher Education Late in 1973, the Commission on Public School Personnel Policies in Ohio completed its study of strategies for improvement of the quality and utilization of teachers. During the past three years, over $210,000 in grants were made by The Cleveland Foundation and the Greater Cleveland Associated Foun dation to support the Commission’s work. Thirteen other Ohio foundations also con tributed to the Commission’s operating and special project budgets. Several of the Commission’s recommenda tions, made in a series of seven reports and five position papers, were adopted and imple mented by school systems. Other recommen dations have become part of State law. In addition, The Cleveland Foundation and Greater Cleveland Associated Foundation have sought opportunities to work with school systems and other organizations concerned with the issues of teacher training and utili zation raised by the Commission’s study. In 1973, a two-year project to develop and to implement a performance-based approach to teacher education at Baldwin-Wallace College was granted $89,328 by The Cleve land Foundation. The Baldwin-Wallace ap proach departs from the traditional in that it requires the prospective teacher, beginning in the first year, to demonstrate specific, meas urable competence in those skills adjudged necessary for a successful teaching career. Faced with both a declining job market for elementary and secondary teachers and an all-too-obvious need for more effective teach er training in colleges and universities gener

ally, Baldwin-Wallace, with the Foundation’s support, is taking an important first step toward finding new approaches to a complex problem. The teacher-training program and a $37,650 grant to Baldwin-Wallace College to support a program to facilitate the institution’s strengthening its relationships with area com munity colleges were two of the Cleveland and the Greater Cleveland Associated Foun dations’ grants in higher education in 1973. Total Foundations’ commitment in higher education programs was $609,216. Essentially, activities last year reflected a mix of the traditional with the innovative. The Foundations’ long concern with develop ing new manpower resources was reflected in a grant made to Cleveland State University to initiate a mobility training and rehabilita tion teaching program. This program, which had consisted of several core courses taught by loaned staff from the Cleveland Society for the Blind for two school quarters prior to The Cleveland Foundation’s grant of $52,750, is designed to train professionals to work with the visually handicapped. During the next fifteen months, the Department of Social Service at the University will strengthen and expand the curriculum and develop agency internship placements for students. Agencies serving the visually handicapped from throughout Ohio and from neighboring states have expressed both an enthusiasm for this program and an interest in employing students at the end of their baccalaureate training.

T H E CLEVELAN D FO U N D A T IO N

Unpaid Dec. 31, 1972

Grants

Payments

Dec. 31, 19/j

E d u c a tio n — H igher B ALD W IN -W A LLA CE C O LLEG E To provide part of the administrative costs of a work-study program

5,700

To provide support for the implementation of a performance-based teacher education program— 2 year grant

89,328

22,332

To support a program to strengthen articulation between Baldwin-Wallace College and community colleges in Greater Cleveland

37,650

12,000

6,000

69,300

28,700

32,069

2,000

CASE W EST ER N R E S E R V E U N IV E R S IT Y To provide partial support to the School of Applied Social Sciences for a special visiting professor in residence in the field of services to emotionally disturbed children— 2 year grant To support Division of Biomedical Engineering in establishment of a precision picture processing laboratory To support the Department of Astronomy in program activities of the Warner-Swasey Observatory C LE V E L A N D C O M M ISSIO N ON H IG H E R E D U C A T IO N To support completion of a study of course offerings and to prepare a survey to assess consumer preference for higher education in Cleveland To support Teacher Improvement Education program C LEV ELA N D STATE U N IV E R S IT Y To initiate a corrections program at the University To initiate the Doctor of Engineering program To provide support in the initiation of a degree program in police administration To initiate and support the Mobility Training Program and Rehabilitation Teaching Program for the Visually Handicapped and Blind D E N ISO N U N IV E R SIT Y To provide general support D Y K E COLLEGE To develop and establish a cooperative work-study and internship program THE EDU C AT IO N A L T ELEV ISION ASSOCIATION OF M ET R O PO LIT A N CLEVELAN D, WVIZ-TV To support higher educational activities G R E A T E R C LEVELAN D ASSOCIATED FOUNDATION To provide advance funds for the publication of "The History of Fenn College"

20,317 8,000

20,317 16,000 52,360

52,360

52,750

1,500

8,600

2,000

10,000

66,996

6,000

8,000

Unpaid Dec. 31, 1972

L A K E L A N D C O M M U N IT Y COLLEGE To develop and operate co-op educational programs To support further development and operation of co-op educational programs O B E R L IN COLLEGE To provide support for the establishment of a Judaic and Near Eastern studies library— 3 year grant U N IT E D N E G R O C O LLEGE FU N D To support the operation of predominantly black institutions of higher education T otal E d u c a tio n —H igher (Following recipients or programs designated by donor) B A LD W IN-WALL ACE COLLEGE To provide general support CASE W ESTERN R ESERV E U N IV E RSIT Y 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 provide support to purchase reference books for Library School K E N Y O N COLLEGE To provide general support LA K E E R IE COLLEGE, PAINESVILLE, OHIO To provide general support U N IT E D N E G R O COLLEGE FU N D To provide general support T otal E d u c a tio n — H igher (Designated)

Grants

Payments

Unpaid Dec. 31, 1973

For the past several years, Foundation in volvement in education has had three major objectives: to stimulate greater community concern with issues of education; to help develop new methods for the selection and training of educational personnel; and to seek out and encourage demonstrations of ways to achieve more effective learning. In pursuit of the first of these objectives, the Foundation joined other local foundations, individuals, and businesses in support ing the PACE Association for the past ten years. PACE (Plan for Action by Citizens in Education) was designed as a demonstration project “to provide a vehicle for positive citizen participation in education, to seek possible solutions to problems, prove the strength of such solutions and then institu tionalize the process.”* As the Final Report of the PACE Asso ciation demonstrates, this organization was singularly effective in achieving many of its goals during its ten years of activity. In its role as catalyst for experimentation and development of new solutions to old prob lems, PACE has left a legacy of highly effec tive programs, many of which are now part of the ongoing programs of our community’s schools. And PACE demonstrated through the range of its activities — as catalyst, inno vator, program developer, gadfly and medi ator — that thoughtful citizen involvement in education does indeed provide a valuable vehicle for improvement in education. PACE has made its point. Whether or not new citizen-educator partnerships emerge to con tinue the important work begun by the organization, the Foundation is confident that PACE has laid the groundwork on which others can build. Improved teacher training continues to be another priority of the Foundation in educa tion, and several grants were made toward this goal in 1973. The Positive Education Program, sponsored by the Chagrin Falls Board of Education, provides intensive in* Final Report, The PACE Association, January 1974. 14

service training to teams of teachers and administrators from a number of area schools to enable them to deal more effectively in the classroom with those children whose emotional problems or learning disabilities often exclude them from effective partici pation in the regular learning situation. The Foundation made a $15,000 grant to support this program. A grant of $10,074 helped support the Greater Cleveland Center for Informal Edu cation of the Cleveland Heights-University Heights Board of Education. The workshops provided by this Center have proved so popular with area teachers, eager to develop techniques for informal classrooms, that the project recently moved to much larger quar ters to accommodate more activities. More than a dozen so-called alternative schools were begun in the Cleveland area in the late 60’s and early 70’s, and considerable Foundation support was given to several of these. Schools such as the Urban League’s Street Academy, the Cleveland Urban Learning Community, and others have proven their worth through the most effec tive means possible — the successful achieve ments of their students, many of whom were actual or potential dropouts from the “regular” system. Many of these schools now must seek long-term sources of support to replace the private resources — of The Cleveland Foundation and others — which are now being reduced or eliminated. Foun dations continually struggle with the question of how long they should continue to support projects they have helped institute. While the Foundation continues to feel that it is the responsibility of other public and private institutions to give ongoing support to proj ects of proven value to the community, The Cleveland Foundation also stands ready, when necessary, to help implement that transition. It is difficult to say yet if, in 1974, the Cleveland-area school systems will assume responsibility for continuing these alternative educational opportunities or adopting aspects of those proven programs to the more traditional learning environments.

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The Greater Cleveland Teacher Center for Informal Education provides regular workshop sessions for area teachers interested in informal classroom teaching techniques.

THE CLEVELAN D FO U N D A T IO N

Unpaid Dec. 31, 1972

Grants

Payments

Unpaid Dec. 31, 1973

E d u c a tio n —E lem entary a n d Secondary C LE V E L A N D U R B A N L E A R N IN G C O M M U N IT Y To provide partial program support

7,615

C LE V E L A N D H EIG H T S-U N IV E RSIT Y H E IG H T S B O A R D OF E D U C A T IO N To provide in-service training for faculty of four elementary schools—-2 year grant T otal E d u c a tio n —E lem entary a n d Secondary

$ — 0—

7,615

113

7,615

20,000

(20,000)

$ 27,615

($ 20,000)

(Following recipients or programs designated by donor) D A N IE L E. M O R G A N SCHOOL To provide book awards to children H A W K E N SCHOOL To provide general support

113

438

4,300

P IN E Y W OOD C OU N T RY L IF E SCHOOL, M ISSISSIPPI To provide general support T otal E du c atio n — Elem entary a n d Secondary (Designated)

$ — 0—

$109,410

4,851

$ — 0—

$ 31,260

$ 78,150

E d ucatio n — Special Programs CASE W ESTERN RESERV E U N IV E R SIT Y To provide support for innovative programs in Interdisciplinary Social Sciences for the Division of Social and Behavioral Sciences— 3rd year of a 5 year grant To provide partial support to the School of Management to develop an administrative training program for Cleveland public school principals

34,300

C H A G R IN FALLS B O A RD OF EDU C A T IO N To provide partial support to Positive Education Program for in-service training in special education

15,000

CLEVELAN D CEN T ER FOR EC O N O M IC EDU CAT IO N To support the establishment of the Center

10,000

CLEVELAN D HEIGHTS-UN IVERSITY H EIG H T S B O A RD OF EDU CATION To support the Greater Cleveland Teacher Center for Informal Education

10,074

7,659

30,000

CLOSE UP To provide fellowships CUYAHOGA C O M M U N IT Y COLLEGE To provide an after school cultural, recreational, academic program for neighborhood children

Unpaid Dec. 31, 1972

ED U C A T IO N A L RE SE A R C H C OU N CIL OF A M E R IC A To provide second-year support for materials development and teacher training in basic social values program

$ 19,788

G R E A T E R C LEV ELA N D ASSOCIATED FO U N D A T IO N 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

Grants

Payments

$ 19,788

800

Unpaid Dec. 31, 1973

800

THE PACE ASSOCIATION To support the publication and dissemination of its ten-year report

3,300

W EST ER N RESE RV E FO U N DAT ION To plan and develop a conference on early childhood development

2,400

$129,998

6,325 $119,058

6,325 $136,606

$112,450

$ 15,053

$ —0—

$ 15,053

$ $

$ $ —0—

WEST S ID E D EV ELO PM EN T CORPORAT ION To provide support to the Tremont Community Learning Center for a training program for parents T otal E d u c a tio n — Special Programs (Following recipients or programs designated by donor) CASE W ESTERN RESE RV E U N IV E R SIT Y To support Field Biological Station at Squire Vallevue Farm for the School of Medicine T otal E d u c a tio n —Special Programs (Designated)

— 0—

G R E A T E R CLEVELAND ASSOCIATED FOUNDATION E d u c a tio n — Special Programs C LE V E L A N D A D V E R T IS IN G CLUB To provide achievement awards to outstanding students in advertising T otal E d u c a tio n — Special Programs

$ $ —0—

150 150

Each year a number of scholarships are awarded from funds held for that purpose by The Cleveland Foundation. In most instances, the scholarship programs result from specific donor-designated bequests. A wide range of scholastic pursuits, such as medical, legal, nursing, and social work studies, as well as general undergraduate programs, are provided for in the provisions of the various scholarship funds. While a few scholarship programs use special mech anisms to select awardees, in most instances colleges and universities are granted the funds directly; it is left to the individual institution’s discretion to select the scholar ship recipients. The wishes of the fund donor are followed in the selection process. Individuals interested in securing scholar ships should direct inquiries to a particular college or university rather than to the Foundation. 1973 ----------

THE CLEVELAND FOU N DATION

Unpaid Dec 31, 1972

Grants

Payments

Unpaid Dec. 31, 1973

E d ucatio n —Scholarships BALDW IN-W ALLACE COLLEGE To provide scholarships

8,309

B EREA A REA MONTESSORI ASSOCIATION To provide scholarships

1,950

CASE W ESTERN RESERV E U N IV E R SIT Y To provide scholarships for School of Medicine To provide scholarships To support Fenn Co-op Scholar programs

7,000 14,791 5,300

CLEVELAN D AREA LEAGUE FOR N U R SIN G To support Fenn Co-op Scholar programs To provide nursing scholarships

5,000 3,500

CLEVELAN D INSTITUTE OF ART To provide scholarship assistance

3,300

CLEVELAN D SCH OLARSH IP PROGRAM S To assist in its transitional phase and develop a more broadly-based program— 2nd year of a 3 year grant To provide scholarships

3,300

1,940

25,000 1,940

CLEVELAN D STATE U N IV E R SIT Y To provide Fenn Co-op and work-study program scholarships To provide scholarships

15,000 22,162

CUYAHOGA C O M M U N IT Y COLLEGE To provide scholarships

12,985

50,000

25,000

Unpaid Dec. 31, 1972

D Y K E COLLEGE To provide scholarships F E D E R A T IO N FOR C O M M U N IT Y P L A N N IN G — THE SCH OLARSH IP C O M M IT T E E OF CEN TRAL PERSON N EL SERV IC ES To provide social work scholarships at the School of Applied Social Sciences, Case Western Reserve University G R E A T E R CLEV ELAN D ASSOCIATED FO U N D A T IO N To support work-study program with the Calvary Presbyterian Church and Fenn Co-op Scholar programs THE HU DSON M ONTESSORI ASSOCIATION To provide scholarships JO H N C A RR O LL U N IV E R SIT Y To provide scholarships K E N T STATE U N IV E R SIT Y To provide College of Fine and Professional Arts with architecture and allied field scholarship funds M ON T ESSORI SPECIAL EDU CATION SCHOOL To provide scholarships N O T RE D A M E COLLEGE To provide Fenn Co-op and work-study program scholarships T otal—E d u c a tio n Scholarships

(Following recipients or programs designated by donor) CAPITAL U N IV E RSIT Y , COLUMBUS, O H IO To provide scholarships CASE W ESTERN R ESE R V E U N IV E R SIT Y 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 at Flora Stone Mather College 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 To aid a student of Flora Stone Mather College in foreign study

Grants

Payments

Unpaid Dec. 31, 1973

E d u c a tio n — Scholarships (C ontinued)

Unpaid Dec. 31, 1972

C L E V E L A N D IN STITU TE OF ART To provide Caroline E. Coit Fund scholarships

Grants

T H E C LE V E L A N D M U SIC SCHOOL SET T LEM EN T To provide The Nellie E. Hinds Memorial Scholarships E L Y R IA , O H IO STUDENTS To provide Gates scholarships

900

JO H N C A R R O LL U N IV E R S IT Y To provide James J. Doyle scholarships LA K E COU N TY A N D GEAU GA COUNTY STUDENTS To provide Sherwin Johnson Memorial Fund scholarships

650

P IC K A N D S M A T H E R E M P L O Y E E S ’ C H IL D R E N To provide Harry Coulby Fund scholarships

14,261

910

Payments

910

4,000

1,800

2,700

851

Unpaid Dec. 31, 1973

650

13,893

28,589

28,957

3,600

8,000

15,700

SU P E R IN T E N D E N T OF SCHOOLS A W A R D To provide Inez and Harry Clement Special Scholarship Award

500

U RSU LIN E COLLEGE To support Lillian Herron Doyle scholarships T otal—E ducation Scholarships (Designated)

851 $115,194

851 $126,892

$ 13,893

$ 12,000

6,000

1,500

50 $ 13,550

6,000

SH A K E R H EIG H T S H IG H SCHOOL GRADUATES To provide Miriam Kerruish Stage Fund scholarships SHARON, PEN N SYLV A N IA STUDENTS To provide George H. Boyd Fund scholarships

7,700

$ 25,591

G R EA T ER CLEVELAND ASSOCIATED FOU N DAT ION E d u c a tio n —Scholarships F L U ID CONTROLS, INC. EM PLOYEES' C H IL D R E N * To provide Donald A. and Jane Stark Fund scholarships

6,000

THE O H IO LAW O PPO RT U N IT Y FUND, INC. To provide scholarships to disadvantaged Ohio law students SH A K ER H IG H SCHOOL D R A M A STUDENTS* To support drama awards for The Children’s Theater of Shaker Heights T otal E du catio n —Scholarships * Funds given by donor for specific recipients.

6,000

Cultural Affairs

In 1973, Cleveland Foundation grants to cultural programs totaled over $715,000. A variety of the community’s major cultural institutions — The Cleveland Museum of Natural History, The Cleveland Play House, Musical Arts Association, and Karamu House — as well as the Cleveland Public Library, Cleveland Area Arts Council, and some newer organizations received Founda tion support. Since its establishment in 1964 with The Cleveland Foundation, The George C. and Marion S. Gordon Fund has been an impor tant source of support for the arts. Last year, The Cleveland Modern Dance Association, created over sixteen years ago to encourage the development, teaching, and promotion of modern dance, received a $27,630 three-year grant from the Gordon Fund. This grant enabled the Association to employ a full time director to improve the management, to develop strategies for securing a firmer finan cial base, and to develop further the program of the organization. It is anticipated that this grant to the Modern Dance Association will enable the organization to develop rapidly the manage ment capability and financial support which will help to assure its continuance as a signi ficant part of the cultural environment of Greater Cleveland.

One of the unique projects which The Cleveland Foundation annually supports is the awarding of the Anisfield-Wolf Award, created in 1936 by the late Mrs. Edith Anisfield Wolf of Cleveland. This award program was established to honor the book (or books) published during the preceding twelve-month period which contributed most to improved inter-group relations. A selection committee, chaired by the noted anthropologist, Dr. Ashley Montagu, reviews a wide variety of books, including poetry, monographs, and novels each year in choosing the Anisfield-Wolf Award winners. During its thirty-eight year history, the Anisfield-Wolf Award program has recog nized a number of works which have become American classics: Cry The Beloved Country (1948); An American Dilemma (1949); The W all (1950); Beyond The Melting Pot (1963); Manchild In The Promised Land (1965); and Custer Died for Your Sins (1968). Winners of the award, which carries a $1,500 cash award for each author, in 1973 wrote about a variety of issues — the Dreyfus Case, the South African legal system, America’s first best-selling black author, and aborigines. The books honored were: Doctor of the Aborigines; The Unfinished Quest of Richard Wright; Justice in South Africa; and The Dreyfus Case.

For the past several years, the Foundation has hosted a luncheon in Cleveland to honor recipients of the award. This luncheon has also provided an occasion for recognizing individuals and organizations which have contributed to improved inter-group relations in Greater Cleveland. Most recently, the Businessmen’s Interracial Committee on Community Affairs, the Council for Eco nomic Opportunities, and the Council on Human Relations have been recognized at the Anisfield-Wolf Award luncheons. In addition to the Anisfield-Wolf Award for literature, Mrs. Wolf also established an annual award of $5,000 to give special recog nition to “. . . a local charitable, philan thropic or communal agency recommended by The Cleveland Welfare Federation for outstanding service to the human community

THE CLEVELAND FOU N DATION

during the previous year . . .” This award, established in honor of the donor’s father and husband, has been presented annually since 1965. The first recipient of the award was the Businessmen’s Interracial Committee on Community Affairs. In 1973, the Free Medical Clinic of Greater Cleveland was chosen by the Federation for Community Planning, which administers the judging and selection process, to receive the award. These awards are unique among the Foun dation’s programs for, in both instances, recipients are selected by outside authorities, not by the Foundation Distribution Com mittee. The philanthropic service provided by The Cleveland Foundation has resulted in the honoring of both individuals and organizations which are in the forefront of efforts to promote a better society.

Unpaid Dec. 31, 1972

---------- 1973 ---------Grants

Payments

Unpaid Dec. 31, 1973

C u ltu r a l Affairs CASE W EST ER N R ESE R V E U N IV E R SIT Y To support joint program of the University and the Cleveland Institute of Music— 4th year of a 4 year grant C LEV E LA N D A REA ARTS COU N CIL To support services and program development— 3rd year of a 3 year grant To provide technical assistance staff in the development of community arts programs To purchase display stanchions and support part-time staff for the Fountain Arts Festival program

$ 75,000

25,000

50,000 12,500

12,500

2,717

THE C LEV E LA N D M O D E R N D A N CE ASSOCIATION To support employment of full-time executive director to professionalize administrative activities and strengthen the Association programmatically— 3 year grant

27,630

13,337

THE C LEV ELA N D M U SEU M OF N ATU RAL H IST O RY To provide scientific equipment for the Department of Education

12,890

THE C LEV E LA N D PLAY HOUSE To provide local support for challenge grant from Ford Foundation To support Audience Development Department • 2 year grant C LE V E L A N D PU B LIC L IB R A R Y To support a computerized circulation system for the Braille and Talking Book Department

25,000

14,293

8,750

8,750 50,000

20,000

25,000

20,000 23

C u ltu r a l Affairs (C ontinued) F R IE N D S OF T HE C LE V E L A N D PU B LIC L IB R A R Y To provide partial support of the consolidation of the rare book collection

Unpaid

$ 25,000

5,000

G R E A T E R C LEV ELA N D ASSOCIATED FO U N D A T IO N Anisfield-Wolf Award Committee, Princeton, New Jerseyâ&#x20AC;&#x201D; To provide 1974 awards for the book or books that have contributed most to improve intergroup relations H O U G H A REA D E V E LO PM E N T C O R P O R A T IO N To provide support for The Humanist Theater for a workshop program in acting, directing, writing, and costuming in inner-city

5,500

LA M ESA ESPANOLA To support programs to promote Spanish and Ibero-American culture and affairs

150

41,191

65,500

$139,250

1,100 $263,678

1,100 $243,635

$159,293

9,747

$ 10,143

2,100 150,000 24,380

2,100 150,000 35,922

1,866

2,100

1,026

47,307

T HE CLEV ELAN D ZOO To provide general support

2,100

T H E G A R D E N CEN T ER To support library

1,100

77,696

M U SIC A L ARTS ASSOCIATION To support the renovation of Severance Hall To support the activities of the Cleveland Orchestra TOLEDO M U SEU M OF ART To provide general support T otal C u ltu ra l Affairs

(Following recipients or programs designated by donor) CLEV ELAN D M U SEU M OF ART To provide general support THE C LEVELAN D M U SEU M OF NATURAL H IST O RY rTo support the Planetarium To provide program support To provide general support T HE CLEVELAN D PLAY HOUSE To provide general support To support Shakespearian productions for students and teachers To support experimental dramatic work or scholarship C LEV ELA N D PU BLIC L IB R A R Y To support Services to Shut-ins program

K A R A M U HOUSE To provide general support

396

11,542

Unpaid Dec. 31, 1972

M U SIC A L ARTS ASSOCIATION To provide general support To support children's concerts by the Cleveland Orchestra

990

O G LEB A Y INSTITUTE, W H E E L IN G , WEST V IR G IN IA To provide general support for Oglebay Park W EST ER N RE SE RV E H IST O R IC A L SOCIETY To provide care of memorabilia of the First Cleveland Cavalry Association T otal C u ltu r a l Affairs (Designated)

$ 12,928

Grants

Payments

$ 48,600

$ 46,290

4,200

75,258

5,950 $453,430

5,950 $463,058

$ 5,210 $ 5,210

Unpaid Dec. 31, 1973

3,300

G R E A T E R CLEVELAND ASSOCIATED FOUNDATION C u ltu r a l Affairs THE C LEV ELA N D M U SIC SCHOOL SET TLEM ENT To provide funds for the purchase of equipment needed to support program activities T otal C u ltu r a l Affairs

$ $ —0—

— 0—

Health and Welfare

Approximately two and one-half years ago, The Cleveland Foundation and the Metropolitan Health Planning Corporation provided start-up funds for the neighbor hood-based Glenville Health Association. With a budget of $33,510 the Association began: (1) a systematic assessment of the community’s health needs and resources; and (2) the development of a preliminary plan for the establishment of an ambulatory health care center to serve area residents. Second grants were made by the Health Planning Corporation and the Foundation in 1972 to continue the planning efforts. During this second planning phase, the Association adopted Project M.I.G.H.T. (Movement for Improved Glenville Health Today) as its ambulatory care program. Simultaneously, the plan to raise capital funds for construc tion of a new health facility was deferred. At present, the Association is attempting to raise funds for the rehabilitation of an unused facility on the Forest City Hospital site. During 1973, significant strides were made by the Association. Over $600,000 of the projected $800,000 needed to renovate and to operate the Center for its start-up period was raised from Foundation, government, and business contributions. The Cleveland Foundation made a $100,000 grant for this neighborhood-based health care program in 1973. Cleveland Foundation support of the

Association and its program now exceeds $140,000. In addition, the Foundation has assisted the Association in its efforts to raise program funds from other foundations and from the business community. The excellence of this program had garnered support from seven local Foun dations, numerous business concerns, and a national foundation by early 1974. Moreover, Case Western Reserve University School of Medicine has been an enthusiastic supporter of this effort. Objectives of the Association’s program may be divided into two categories: service and education. Highest priority service objectives include: focusing attention on alleviation of both short and long-term health manpower shortages in the commu nity; emphasizing treatment of health prob lems which are common to area residents; and delivering health care with highest effi ciency and competency. The Association has reached an agree ment which will facilitate achievement of its educational objectives with the CW RU School of Medicine. Under the agreement, learning experiences will be provided at the care center for health and allied health pro fessional students. Student attention will be focused on an inter-disciplinary team approach to health care delivery in the inner city and on familiarizing students with health problems prevalent in inner-city environ ments. While not the earliest contributor to this

program, The Cleveland Foundation has served a unique role as a catalyst between the Association and a variety of potential supporters by providing staff reports to other funding sources about the projects; and, perhaps most importantly, by continued investment in and involvement with Project M.I.G.H.T. and its sponsors. At this juncture, it is impossible to know whether the objectives of GH A for its ambu latory care program will be met, for the program will not begin seeing patients until mid-year. If the usual criteria for the projec tion of success — excellence of program design and staff, enthusiastic support of non-involved professionals and community residents, and resource availability — are ap plied, the future is bright for the residents of

Glenville and their new health care center. The Foundation’s support of the Glenville Health Association through its planning and into its implementation phases is reflective of an aspect of philanthropic effort which is often overlooked — the ability of a founda tion to provide continued support to a pro gram until other resources can be adequately developed to assure continuance. While the roles of innovator and catalyst are probably more often chronicled in the Foundations’ annual reports, the ability to provide more than the initial support to a significant effort is an important aspect of philanthropy. The grants which follow are reflective of both the innovative and the con tinued support aspects of the Foundations’ activities.

THE CLEVELAND FO U N D AT IO N

Unpaid Dec. 31, 1972

---------- 1973 ---------Grants

Payments

Unpaid Dec. 31, 1973

H e a lth a n d Welfare H ospitals, H e a lth a n d M edical Programs BLUE CROSS OF NORTHEAST O H IO To provide partial support of an annual Health Care Forum— 3 year grant CASE W ESTERN R ESE R V E U N IV E R SIT Y 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— 3rd year of a 3 year grant To develop environmental health program in the School of Medicine To provide support to School of Engineering to assist in development of a powered wheelchair and powered hand-assist devices for quadriplegics To support a professorship of otolaryngology at School of Medicine— 1st year of a 5 year grant To provide support to School of Medicine for a research project on alcohol hepatoxicity To support a research study on acupuncture analgesia CLEV ELAN D C L IN IC FOU N DATION To support research program in metabolic diseases in young children To support research on human gallstone pathogenesis C LEV ELAN D M ET R O PO LIT A N G E N E R A L HOSPITAL To provide support for two cancer research projects To provide support for pediatrics program

9,000

5,000

150,000

10,000

33,860

36,500

9,500

75,000

4,000

140,000

75,000 5,000

5,000

20,000

10,000

4,000

10,000 1,413

Unpaid Dec. 31, 1972

FOREST C IT Y HOSPITAL To support campaign for new hospital— 2nd year of a 3 year grant G L E N V IL L E H EA LT H ASSOCIATION To organize community-based health group to plan more effective delivery of health services to area residents To provide support for the establishment of ambulatory care center for Glenville Area residents

$ 66,666

Grants

25,000

G R E A T E R C LE V ELA N D ASSOCIATED FO U N D A T IO N To support Preventive Dentistry Project’s materials for additional school systems G R E A T E R C LEV E LA N D HOSPITAL ASSOCIATION To provide eyeglasses, appliances, and dentures for needy patients

-------- ic)73 ---------Payments

Unpaid Dec. 31, 1973

$ 20,033

$ 46,633

25,000

100,000

9,930

2,000

H EA LT H H IL L HOSPITAL FOR C H IL D R E N To support expansion of services for Failure to Thrive Syndrome and abused children

84,500

M ET R O P O LIT A N H EALTH PLA N N IN G C O RPO R A T IO N To support environmental health planning activities

31,500

21,000

10,000

To provide second-year support of the Dental Health Planning Unit To support the Community Committee on Black Physicians in the establishment of a pilot program to attract minority physicians to Cleveland MT. SIN A I HOSPITAL OF CLEVELAN D To support building program— 8th year of a 10 year grant To support Chair of Medicine— 11th year of a 12 year grant

50,000

R A IN B O W BABIES A N D C H IL D R E N 'S H OSPITAL To support equipment purchase for Pediatric Dental Clinic for retarded and crippled children ST. L U K E ’S HOSPITAL To support building program— 3rd year of a 4 year grant To support and evaluate a research program on prosthetic heart valves THE SO C IET Y FO R C R IP P L E D C H IL D R E N To provide second-year support for a physical training and educational program for preschool handicapped children STATE OF O H IO To provide partial support to Department of Health for a statewide study of nursing needs and resources

25,000

50,000

20,000

35,000

1,842

75,000

25,000

48,600 20,000

20,000

37,428

5,000

23,600

H e a lth a n d W elfare— H ospitals, H e a lth a n d M edical Program s (C ontinued) SU N N Y A CRES FO U N D A T IO N , INC. To assist in the purchase of a bus for wheelchair patients

Unpaid Dec. 31, 1972

4,000

---------- 1973 ---------Grants

Payments

4,000

Unpaid Dec. 31, 1973

U N IV E R S IT Y HOSPITALS OF C LEV E LA N D To support a pediatric ambulatory care program— 2nd year of a 2 year grant

37,500

T otal H e a lth a n d W elfare— H ospitals, H e a lth a n d M edical Program s

$613,626

$400,613

$640,006

$374,233

37,500

(Following recipients or programs designated by donor) A M E R IC A N H EA RT ASSOCIATION To support heart research program BELLEV U E HOSPITAL, BELLEVUE, O H IO To provide general support

2,000

9,871

27,584

CASE W EST ERN R E SE R V E U N IV E R S IT Y To support cancer research in the School of Medicine To support outpatient clinic for dispensary at the School of Medicine To provide general support for the School of Medicine To support research in diseases of the eye at the School of Medicine

5,500

7,800

13,300

3,960

21,200

25,160

C LEV ELA N D C L IN IC To support research in diseases of the eye

1,980

10,600

4,980

1,387

1,696

406

EV A N G ELIC A L DEACONESS HOSPITAL To provide general support

1,696

E L Y R IA M E M O R IA L HOSPITAL To support the William H. Gates Bed

1,300

F A IR V IE W G E N E R A L HOSPITAL To provide general support To support Christiana Perren Soyer Bed To purchase equipment

1,696 500 34,400

GRACE HOSPITAL To purchase equipment

17,200

438

1,696

532

C LEV ELA N D H EA LTH M U SEU M To provide general support CUYAHOGA COUNTY HOSPITAL FOUN DATION , INC. To provide general support To provide Cleveland Metropolitan General Hospital Nurse Award

HEALTH FU N D OF G R E A T E R CLEVELAN D To provide general support H EALTH H IL L HOSPITAL FOR CONVALESCENT C H IL D R E N To provide general support H IG H L A N D V IE W HOSPITAL To support employees' Christmas fund

7,600

Unpaid Dec. 31, 1972

H U RO N R O A D HOSPITAL To provide general support

---------- 1973 Grants

5,360

Payments

5,360

Unpaid Dec. 31, 1973

L A K E S ID E HOSPITAL To provide general support

5,500

LU T H ERA N HOSPITAL To provide conference travel To support nurse award

180 1,306

R A IN B O W HOSPITAL To purchase equipment or supplies To provide general support

800 1,696

ST. ANN'S HOSPITAL To provide general support

1,696

ST. JO H N 'S HOSPITAL To provide general support

5,500

ST. V IN C E N T C H A R IT Y HOSPITAL To provide aid to alcoholics and indigent sick To support Elizabeth Boersig Soyer Bed To provide general support

750 500 3,680

S H R IN E R S HOSPITAL FOR C R IP P L E D C H IL D R E N , C H ICAG O To provide general support

4,300

TUBERCULOSIS & R E SP IR A T O R Y DISEASES ASSOCIATION To provide general support

1,072

5,400

800 280,607 7,360 38,000 1,174

$507,709

$511,549

$ 41,345

U N IV E R S IT Y HOSPITALS OF CLEVELAN D To provide general support for the Maternity Hospital To support the Henry L. Sanford Memorial Bed at Lakeside Hospital To provide general support for Lakeside Hospital To provide general support To support urological or vascular research To provide conference travel T otal H e a lth and W elfare—Hospitals, H ealth a n d M edical Programs (Designated)

$ 11,440

7,600

G R E A T E R CLEVELAND ASSOCIATED FOUNDATION H e a lth a n d W elfare— H ospital, H e alth and M edical Programs THE C H IL D R E N 'S HOSPITAL OF A K RO N To support a pilot research project in care of severely burned youngsters C LEV E LA N D CH A PT ER OF THE E PILEPSY FO U N D A T IO N OF A M E R IC A To provide support for services to epileptics T otal H e a lth a n d W elfare—H ospital, H ealth a n d M edical Program s

15,000

15,000 $ 15,000

$ 41,345

$ 56,345

$ — 0—

Children and Ifouth For several years, The Cleveland Founda tion has been working with local organiza tions to develop strategies for meeting the community’s need for additional, quality day care services. A variety of approaches have been utilized in an effort to mount a coordinated yet comprehensive strategy for meeting the com munity’s needs for day care services. Five years ago, the Foundation made a $143,700 grant over a three-year period to the Day Nursery Association (now part of the Center for Human Services) to provide technical assistance to individuals and organizations which were providing or planning day care services. This technical assistance project converged with several other day care centered activities in the community and culminated, in 1972, in the establishment of the Child Care Co ordinating Committee (4C) of Greater Cleve land. The Cleveland Foundation authorized the expenditure of approximately $50,000 of unused Day Nursery Association project funds to provide local matching support for the 4C program, for it was anticipated that federal funding would be provided on a three-to-one basis to 4C. A moratorium was declared on the use of federal funds for 4C operations and no local matching funds were needed. Although hampered by a lack of financial and staff resources to accomplish its major objectives, the local planning committee of

4C continues its work. Information sharing and resource mobilization are its primary goals as the committee labors to assure that citizen momentum for increased day care services is not lost. In 1973, The Cleveland Foundation com mitted additional resources to assist in mo bilizing citizen and professional interest in day care. A three-year $45,000 grant was made to the Ohio Citizens Council for Health and Welfare to mount an information and com munications program to link public and vol untary agencies in a coordinated effort to expand the range and number of day care services for children. Seven foundations in Ohio are supporting this project. Initial ac tivities of the Council, which is headquar tered in Columbus, include gathering infor mation on: (1) how other states are coordi nating day care services; (2) the role of labor and industry in this service area; and (3) available resources in this State and from federal sources for day care. A citizens com mittee will provide leadership to the Project. It is anticipated that significant progress will be made in expanding the support for day care services in Ohio during the threeyear duration of this grant. Support of this project by The Cleveland Foundation is viewed as consistent with this organization’s policy of helping to explore various alternative solutions until a problem can be solved.

T H E CLEVELAN D FO U N D A T IO N

Unpaid Dec. 31, 1972

Grants

Payments

Unpaid Dec. 31, 1973

H e a lth a n d W elfare C h ild re n a n d Y o u th B E L L E F A IR E To assist in providing psychiatric treatment to needy youngsters

To support a demonstration project of new treatment concepts for disturbed children— 3 year grant B IG B R O T H E R S OF G R E A T E R C LE V ELA N D To provide staff support for recruitment program BOYS’ CLUB OF CLEV ELA N D , INC. To provide program support— 3rd year of a 4 year grant

5,000

48,000

16,000

10,000

5,000

32,000

2,500

To provide support for a demonstration project of working with pre-delinquents

25,000

21,650

3,350

BOY SCOUTS OF A M E R IC A , G R E A T E R C LEV ELA N D CO U N C IL NO. 440 To develop a new teenage program— 3 year grant

64,500

14,500

50,000

C A M P F IR E GIRLS, INC., CLEVELAN D C O U N C IL To support efforts to strengthen the suburban program

44,000

CASE W EST ERN RESE RV E U N IV E R SIT Y To support Department of Psychology research project to help reduce emotional trauma of hospitalized children

13,147

C EN T ER FOR H U M A N SERVICES To provide local matching funds for the Child Advocacy Program of Hough Parent-Child Center To provide Division of Day Care and Child Development with support for Homestart, an experimental program in early childhood intervention

5,093

5,719

THE C EN T ER FOR PREV EN T IV E P SYC H IA T RY To support continuation of psychoanalytic therapist training program

3,800

C H IL D G U ID A N C E C EN T ER To provide staff and support services for long-range program planning and resource development— 2 year grant

56,555

27,195

29,360

7,000

2,334

4,666

C H IL D R E N 'S A ID SOCIETY To provide support for an arts and craft enrichment demonstration program for emotionally disturbed children C LEV ELA N D C EN T E R FOR R ESE A RC H IN C H IL D D EV ELO PM E N T To provide scholarships for the child therapy training program

5,000

C LE V E L A N D C H R IST IA N H O M E FOR C H IL D R E N To employ a child psychiatrist— 2nd year of a 3 year grant C LEV ELA N D ZOOLOGICAL SOCIETY To provide funds to purchase new trackless trains for the transportation of handicapped persons C O M M U N IT Y U N IT E D H EA D START AND D A Y CARE, INC. To provide mental health counseling services to the unreached poor C U YAH OGA COUNTY W E LFA RE DEPARTM ENT To support the Give-A-Christmas program of the Vocational Opportunity Fund F R E E M E D IC A L C L IN IC OF G R EA T ER C LEV ELA N D To support rehabilitation of new East Side facility G R E A T E R CLEV ELAN D ASSOCIATED FO U N D A T IO N To provide support to Youth Program Development Project for a training program for youth serving personnel To support second year of Youth Program Development Project To provide support to Youth Program Development Project for coordinated neighborhood summer programs for youth To provide interim support for the Mount Pleasant Youth Action Council THE H AT TIE L A R LH A M FOUNDATION, MANTUA, O H IO To provide general support JE W IS H C O M M U N IT Y C EN T E R OF C LEV ELA N D To provide capital improvements for Halle Park camps, Camp Wise, and Anisfield Day Camp O H IO C IT IZE N S C O U N C IL FO R HEALTH A N D W E LFA R E To provide partial support for the child care project— 3 year grant YO U N G M E N ’S C H R IS T IA N ASSOCIATION OF C LEV E LA N D To provide local support for the Youth Outreach Program of Cleveland T otal H e a lth a n d W elfare— C hildren and Y o u th

T H E CLEVELAN D FO U N D A T IO N (Following recipients or programs designated by donor) B E E C H B RO O K To provide general support

$ 28,850

B E L L E F A IR E To provide general support

3.680

438

36,784

To provide general support

202

C H IL D R E N 'S SERV IC ES To provide general support

136

200

250

D A Y N U R S E R Y ASSOCIATION OF C LEV ELA N D To provide general support

2,696

H A T T IE LA R LH A M FOUN DATION , M ANTUA, O H IO To provide general support

4,300

750

9,986

17.200

M A R Y C R E S T SCHOOL To provide general support

3.680

PA RM A D A LE To provide general support

7,694

ROSE-MARY H O M E To provide general support

919

7,656 17.200

7,671 17.200

907

8,100

9,007

972

$150,521

$151,493

BOYS’ CLUB OF C LEV ELA N D , INC. To provide general support C H IL D R E N ’S A ID SO C IET Y To provide Industrial Home support

C LE V E L A N D G U ID A N C E C E N T E R To provide general support C LEV ELA N D P O LIC E D E P A R T M E N T JU V E N IL E BU REAU To support prevention of delinquency among boys

H IR A M HOUSE To provide general support JONES 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 building and equipment

SOCIETY FO R C R IP P L E D C H IL D R E N To provide general support To purchase equipment THREE-CORNER-ROUND PACK OUTFIT, INC. To provide general support for camping program T otal H e a lth a n d Welfare— C hildren an d Y o u th (Designated)

$ — 0-

Youth Program Development Project For the seventh consecutive year, The Cleveland Foundation provided over $200,000 to support summer youth activities. Under the leadership of the Foundation-sponsored Youth Program Development Project, a pro gram was developed that brought about a higher level of cooperation and an improved process to use more effectively available pri vate and public funds. Beginning in April, 1973, approximately 700 people, representing about 225 agencies and projects, met over a ten-week period. Comprehensive activities were planned and funds allocated in twelve neighborhood dis tricts during this planning period. This proc ess, using both private and public resources, resulted in more youth involvement and the most efficiently coordinated youth activities since the summer programs began in the late 1960’s. Statistics for the 1973 summer program reveal that: • 198 agencies and organizations operated 250 programs; • 12,000 School Neighborhood Youth Corps (SNYC) students worked at a variety of job sites; • 225 work-study students were placed as supervisory aides in the programs; • 3,292 attended residential camps on scholarships; • Expenditures of $445,595 in foundation funds were coordinated through the process; and • $6,500,000 in federal funds came into the metropolitan area for all programs (SNYC, work-study, camping, etc.)

Twelve local foundations — The Thomas H. White Charitable Trust, The Louis D. Beaumont Foundation, S. Livingston Mather Charitable Trust, The George Gund Founda tion, The Samuel Rosenthal Foundation, The George W. Codrington Charitable Founda tion, The Flarry K. and Emma R. Fox Chari table Foundation, The Reinberger Founda tion, The AHS Foundation, The Lucile and Robert H. Gries Charity Fund, The Nathan L. Dauby Charity Fund, and The Cleveland Foundation — and several local businesses, two corporate foundations, United Torch Services, and private citizens supported the summer activities and campership programs. The Youth Program Development Project, established in 1971 by the Foundations, was begun with the understanding that a more permanent organizational arrangement for planning and coordinating youth activities would be found within two years. The Foun dations’ 1972 annual report indicated that 1973 would be the final year of Cleveland Foundation support for the Youth Program Development Project. Early efforts by the Project to create a permanent way for planning and coordinat ing youth activities failed. In the fall of 1973, however, major planning and funding organi zations began to meet successfully around this problem. A task force, broadly represen tative of the agencies and organizations in volved in youth programming, has been ap pointed by the Federation for Community Planning to consider alternative structures for hosting youth planning activities, and it is anticipated that a Commission on Youth will be organized and housed at the Federation for Community Planning.

G R E A T E R CLEVELAND ASSOCIATED FOUNDATION H e a lth a n d Welfare C hildren a n d Y o u th BOY SCOUTS OF A M E R IC A , G R E A T E R C LEV ELA N D CO U N C IL To support a new program for teenage students N AT IO N A L JU N IO R T EN N IS LEAGUE To provide city-wide tennis league S U M M E R C A M PER SH IPS To provide to various organizations local funds for summer camperships

1973 Unpaid Dec. 31, 1972

Grants

2,000

Payments

2,000

2,225

96,790

96,441

Unpaid Dec. 31, 1973

349

S U M M E R YOUTH PROGRAM S: Grants totaling $333,500 were made to the following organizations from funds contributed by various donors as indicated in text: 37

H e a lth a n d W elfareâ&#x20AC;&#x201D; C h ild re n a n d Y o u th //->

(C o n tin u e d )

Unpaid Dec 31 1972

-------- 1973--------Grants

Payments

Unpaid Dec. 31, 1973

CASE W E ST E R N R E SE R V E U N IV E R S IT Y To support educational program

3,000

C LE V E L A N D P U B L IC L IB R A R Y To provide learning programs in branches and fiscal administration for non-library programs in the Central-Downtown area

12,269

36,627

30,051

17,174

121,640

127,33 1

CUYAHOGA M E T R O PO LIT A N H OU SIN G A U T H O RIT Y To support activities for youth in housing estates

7,579

EAST CLEV ELAN D BOA RD OF ED U C A T IO N FU N D To provide support for work-study staff in summer programs

2,880

197

INSTITUTIONS A N D GROU P HOM ES To support special program activities

7,050

M A Y F IE L D R E G IO N A L L IB R A R Y To provide support for summer outreach counseling program

1,800

400

STATE OF O H IO YOUTH ACTION CORPS To support community ecology programs

4,000

SU PP LEM EN T A RY EDU C A T IO N C E N T E R . To provide program support

2,300

C LE V E L A N D STATE U N IV E R S IT Y To provide 20% matching funds for over 200 work-study students

6,576

C LE V E L A N D STATE U N IV E R S IT Y W ORK-STUDY C O O R D IN A T IN G O FFIC E To provide employment referrals for college C O U N C IL OF E C O N O M IC O PPO RT U N IT IES To provide support for 70 neighborhood programs designed and operated by churches, opportunity centers, Police Athletic League, and community groups

H ELP FOR R E T A R D E D C H IL D R E N To provide support for special summer programs for retarded children

O PPO RT U N ITIES IN D U ST RIA LIZA T IO N CENTER, INC. To provide supportive staff for special library programs ST. JA M E S LU T H ERA N CHU RCH, EAST CLEVELAN D To provide work-study staff for summer programs

(5,691)

Unpaid Dec. 31, 1972

U N IT E D T ORCH SERV ICES To provide support for 61 neighborhood programs, of which the following organizations participated: Camp Fire, Inc. Child Guidance Center Girl Scouts Greater Cleveland Neighborhood Centers Association Salvation Army United Area Citizens Agency Young Menâ&#x20AC;&#x2122;s Christian Association Young Womenâ&#x20AC;&#x2122;s Christian Association Other: churches, libraries, neighborhood programs

W ESTERN R E SE R V E A C A D E M Y SU M M E R M U SIC E X P E R IE N C E To provide work for the musically talented high school youths with the Cleveland Orchestra staff in music school G R E A T E R C LEV ELA N D ASSOCIATED FO 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 YOUTH SERV IC ES W ORK SH OP To provide technical assistance to over 200 youth serving agencies T otal H e a lth a n d W elfare C hildre n a n d Y o u th

1,804

________ $ 1,804

---------- 1973 ---------Grants

Payments

Unpaid Dec. 31, 1973

95,144

$ 95,144

10,000

9,781 1,259

9,781 1,804

1,259

18,370

13,609

4,761

$452,885

$447,435

7,254

-V«’-vi -

£8^1*

TAe nei£> Jordan-Gardner Tower, part of the residential complex for the elderly of Judson Park, is under construction.

A«K I *»*•

Aging In 1973, The Cleveland Foundation made grants totaling over $600,000 to provide full or partial support to 28 projects or institutions addressing the special needs of older persons in the community. An additional grant of $1,000,000 to support the construction of a home for the aged, culminating a year of effort unique in the Foundation’s history, is described in detail elsewhere in this report (see page 8). A consistent objective of the Foundation has been to assure that older citizens have the right to live with decency and dignity. An early priority of the Foundation was the development of a coordinated network of supportive services to assist older persons to remain active, independent participants in the life of the community. Federal funds, primarily through the Older Americans Act of 1969, have begun to be available to assist local communities in pursuing this objective. Last year’s Annual Re port described in some detail the Founda tion’s participation in successful efforts to bring federal monies to Cleveland to support several demonstration projects of coordinated planning and delivery of services to older persons. Funds were granted in 1973 provid ing ongoing support to agencies participating in these projects. Grants to the Golden Age Center for initial operation of multi-service centers in two downtown highrises for the elderly, to Benjamin Rose Institute for eval uation of the effectiveness of new patterns of service delivery, and to East End Neigh borhood House for partial support of the

Buckeye-Woodhill Multi-Service Center for Older Adults continued the Foundation’s commitment to experiments in interagency coordination that will maximize the effective ness of an ongoing multi-service network for older persons. As the special needs of the elderly have begun to receive increased attention, after years of neglect by a youth-oriented, workoriented society, many agencies have realized that their staffs are ill-equipped to provide services to this particular age group. Few people working in the area have had any special training in gerontology, and many feel ill at ease with the problems of a population they have given little thought to in the past. Nor have there been resources available for agency staff to turn to for in-service training in this area. As a first step towards meeting this widely acknowledged problem, a small grant assisted the School of Applied Social Sciences at Case Western Reserve University to conduct a five-day interdepartmental work shop in “Aging as a Normal Process” for professionals dealing with older persons. Re sponse to the workshop far exceeded the planners’ expectations and confirmed the need for more ongoing programs of training and education in gerontology for persons in the many professions that address the needs of the elderly. Two Unmet Needs Addressed Projects demonstrating approaches to two other areas of unmet needs of older persons received Foundation support in 1973. A $60,000 grant to The Legal Aid Society of

Cleveland permitted this organization to ex tend its services to the elderly poor in co operation with other agencies. This older clientele, which comprises nearly 20 percent of the low-income population of the city, made up less than five percent of the Legal Aid caseload in 1972. Through increasing the accessibility of legal assistance by placing lawyers in various Senior Centers on a rotat ing schedule and by training elderly paraprofessionals to deal with a number of com mon problems that do not regularly require the expertise of a trained lawyer, the project hopes not only to better meet the need of the elderly poor for general legal services, but also to identify legal problems that are unique to this population. Even the best supportive service system is useless if it is inaccessible. In Cleveland, in adequate public transportation is a problem for everyone, but particularly for transitdependent populations such as the elderly and the poor. As a first step towards a solu tion to this complex problem, a grant of $50,000 provided part of nearly $300,000 in local matching funds from a coalition of private and public sources (Foundation, CTS, City, Buckeye Merchants Association) that

guaranteed federal monies for a million-dollar Neighborhood Elderly Transportation Proj ect. This 18-month transportation project, one of four in the nation, will demonstrate new patterns of demand-responsive public transportation in three communities with a particularly high density of low-income el derly. This project will be closely monitored by the Five-County Transit Study group as a “trial run” for components of a much larger transportation system which is being proposed. While many good programs have begun and much progress has been made, the future for older persons in our community still seems threatened by confusion, frustration, and the unwillingness or inability of greater inter-bureaucratic cooperative effort. Neither federal, state, nor local resources have yet materialized in adequate amounts to assure the continuity of many programs which are widely recognized as meeting real community needs. Foundation funds are limited, and its role as a catalyst and as an implementer of new ideas is useful only so long as others in the community-at-large stand committed and able to carry on what the Foundation, with so many others, is able to initiate.

------- 1973 --------

THE CLEVELAND FO U N DAT ION

Unpaid Dec. 31, 1972

Grants

Payments

$ 15,000

20,550

8,663

20,000 8,663

35,806 15,000 250

10,000

Unpaid Dec. 31, 1973

H e a lth a n d W elfare—Aged AMASA STONE HOUSE To provide general program support

BAY C O M M U N IT Y FO U N DAT ION To initiate a program at the Senior Center in the Knickerbocker Apartments, an apartment complex for the low-income elderly in Bay Village THE B E N JA M IN ROSE INSTITUTE To support an experimental program and evaluative studies on the effect of institutionalization on the aging To provide nursing home care To support two research projects evaluating coordinated service delivery to the elderly To provide general program support To provide support toward cost of a wheelchair CASE W ESTERN R ESE RV E U N IV E R S IT Y To provide support to Frances Payne Bolton School of Nursing for completion of the research study “Exploration of Illness Crisis in the Family of the Aged” To provide partial support to School of Applied Social Sciences for a training institute for professionals dealing with the aged 42

20,000

2,000

C IT Y OF C LEV E LA N D To provide partial support for a neighborhood transportation system for the elderly

To provide support to Department of Health and Public Welfare for the second year of the Retired Seniors Volunteer Program CO U N C IL G A RD E N S To provide aged persons program support ELIZA B RY A N T H O M E FOR THE A GED To support planning and implementation of expanded services for the elderlyâ&#x20AC;&#x201D; 2 year grant E M M A N U E L CARE CEN T ER To provide capital improvements

5,000

992

115,000 11,500

11,500

12,500

72,850

To provide second-year support for multi-service centers in two downtown locations To undertake program review and evaluation to determine new program directions

$ 50,000

115,000

F E D E R A T IO N FOR C O M M U N IT Y PLA N N IN G To provide support for additional staff for their project on aging G O LD E N AGE C EN T ER OF CLEVELAND To provide social services to elderly in the downtown area

$ 50,000

128,340

120,340

8,000

12,500

G R E A T E R CLEVELAN D ASSOCIATED FO U N D AT IO N To provide funds for special consultantsâ&#x20AC;&#x2122; fees and other unusual costs to study the effective use of income and principal of the Grace Jordan Gardner Fund for building or expansion of a home for aged persons

10,000

G R E A T E R CLEVELAN D N E IG H B O R H O O D C EN TERS ASSOCIATION To provide partial second-year support for Administration on Aging Program at the Buckeye-Woodhill Multi-Service Center for Older Adults under the direction of East End Neighborhood House

14,500

11,700

To provide supplementary support for remodeling the Collinwood Community Service Center and Elder Care Center

20,000

JU D S O N PA RK To provide partial support for the construction and maintenance of a home for the aged offering a full range of services, including financial assistance to needy residents.

1,000,000

60,000

LEG AL A ID SO CIET Y OF CLEV ELAN D To provide legal services to the elderly poor M O N T E F IO R E H O M E To support renovation of facility for the aged

25,000

2,800

25,000 43

H e a lth a n d W elfare— Aged s (C o n tin u ed)

U npaid Dec. 31, 1972

-------- 1973 Grants

, rnn3jH

Payments

O V E R LO O K HOUSE To provide program support, pension assistance to residents, and limited capital support for a new nurses’ residence

30,000

$ 30,000

T o tal H e a lth a n d W elfare— Aged

$141,850

$1,553,601

$487,651

Un P , Dec. 31, 1973

$ $1,207,800

(Following recipients or programs designated by donor) B E N J A M IN R O S E IN S T IT U T E To provide general support

5,251

CHURCH HOME To provide general support

3,680

E L IZ A B R Y A N T H O M E F O R T H E A G E D To provide general support

9,603

17,200

3,680

973

LUTHERAN H OM E FOR THE AGED To provide general support

6,300

M O N T E F IO R E H O M E To provide general support

3,680

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

3,680

$ 54,047

E L IZ A J E N N IN G S H O M E To purchase equipment T H E H O M E F O R A G E D W O M E N OF C L E V E L A N D , O H IO To provide general support L IT T L E S IS T E R S OF T H E P O O R To provide general support

T otal H e a lth a n d W elfare—Aged (Designated)

$ — 0—

The 1973 Annual Report of the Founda tions reported a growing interest in projects concerning problems of alcoholism. In mid1973, the study undertaken by the Metro politan Health Planning Corporation and the Federation for Community Planning con cluded with the creation of a regional plan for alcoholism service development and de livery in a four-county area: Cuyahoga, Geau ga, Lake, and Lorain. Early in 1974, a new Regional Council, representative of the geo graphic areas served, was established to re view and recommend programs for state or federal funding; to promote cooperative ser vice delivery systems for alcoholism programs; to develop new projects consistent with the comprehensive plan for the region; and to plan, administer, and/or monitor programs funded with state alcoholism monies. W hen the comprehensive plan for the region was developed, it assessed available services and current needs. During 1973, The Cleveland Foundation made two grants to programs which addressed inadequacies pin pointed in the regional plan. One of the area’s most critical problems has been developing services for alcoholic women. Approximately one-third of Cuya hoga County’s estimated 100,000 alcoholics are female. Late in 1973, the Foundation made a $30,000 grant to provide initial sup port to Hope House, a rehabilitative halfway house facility for alcoholic women. The Hope House program is designed to serve twelve women referred from Alcoholics Anonymous, their families, the Cleveland Workhouse,

and/or detoxification units of local hospitals. Backup medical services, occupational ther apy, and group counseling are offered to participants. Because of its uniqueness in serving as an intermediate facility for a heretofore neglected segment of the popula tion, Hope House generated support from a variety of sources — foundations, business, and organized labor. This program provides a vital link in the comprehensive network of programs recommended in the regional plan. Another area need indicated in the re gional plan developed by the Metropolitan Health Planning Corporation-Federation for Community Planning study was addressed by a $20,000 Cleveland Foundation grant toward the support of the establishment of a local affiliate of the National Council on Alcoholism. This project has also received broad community support. The Greater Cleveland area affiliate was organized to offer a broad-based program of education and service referrals. This organi zation offers no treatment services. Rather, it provides a vital link in the service system for individuals and families, industries, and or ganizations by providing treatment referrals and quality educational materials. A n impor tant aspect of the Council’s work is the de velopment of industrial educational efforts. In addition, the local organization’s affiliation with a strong national organization is viewed positively, for it will place the Greater Cleve land area in a position to share in the ad vances made in other communities in service development and delivery.

Hope House, a rehabilitative halfway facility for women, provides a variety of services to recovering alcoholics.

----------- 1973 -----------

T HE CLEVELAND FO U N D A T IO N

Dec.7l'l972

Grants

Payments

$ 25,100

40,000

18,890

5,000

To support Prevention of Blindness Program

26,000

To provide general program support

15,000

6,970

H e a lth a n d W elfareâ&#x20AC;&#x201D;C o m m u n ity Service O rganizations C E N T R A L SC H O O L O F P R A C T IC A L N U R S IN G , IN C . To provide partial support to restructure physical facilities to improve the educational and training opportunities for students

C L E V E L A N D H E A R IN G A N D S P E E C H CENTER To establish industrial hearing conservation serviceâ&#x20AC;&#x201D; 2 year grant T H E C L E V E L A N D IN T E R N A T IO N A L PRO G RA M FOR YOUTH LEA D ERS AND S O C IA L W O R K E R S , INC. To support field experience of participants at six local social service agencies T H E C L E V E L A N D S O C IE T Y F O R T H E B L IN D

C U Y A H O G A C O U N T Y A SSO C IA T IO N F O R R E T A R D E D C H IL D R E N A N D A D U LT S To support a demonstration Personal Advocacy Program for children and adults F A M IL Y H E A L T H A SSO C IA T IO N , INC. To provide partial emergency staff support

12,000

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 improved human relations in social services agencies To provide support to The Appalachian Action Council, Inc. for services for Cleveland's Appalachian communities

30,000

6,000

To support the Appalachian Project

10,570

To develop a research methodology for a special Cuyahoga County Welfare Department program study

19,702

25,000

To provide funds for consultant for evaluation of the demonstration project for motivation of low income women

1,500

To provide Service Award to recipients selected by the Federation for Community Planning

5,000

G O O D W IL L IN D U S T R IE S OF C L E V E L A N D To provide support for a capital campaign to equip collection trucks with a new communication system G R E A T E R C L E V E L A N D A SSO C IA T E D F O U N D A T IO N

Dk J i IW

H e a lth a n d W elfare— C o m m u n ity Service O rganizations (C ontinued) 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 S S O C IA T IO N To support staff career development programs— 3rd year of a 3 year grant

Grants

8,300

To provide support to East End Neighborhood House for a demonstration project for motivation of low income women

Payments

8,300

23,775

3,775

30,000

7,936

L E G A L A ID S O C IE T Y OF C L E V E L A N D To provide local matching funds to initiate after-care program for former mental patients

28,000

N A T IO N A L C O U N C IL O N A L C O H O L IS M , INC. > G REA T ER CLEVELAND AREA To support establishment of local affiliate of the National Council on Alcoholism

20,000

PA N T A R H E I, INC. To provide local matching support for residential after-care program for former mental patients

13,938

H O P E H O U SE, IN C . To provide initial support for intermediate care facility for alcoholic women T H E L A K E C O U N T Y S O C IE T Y F O R C R IP P L E D C H IL D R E N A N D AD U LT S, INC. To provide local share for State funded work evaluation program for multiple handicapped

P S Y C H IA T R IC E M E R G E N C Y E V A L U A T IO N A N D R E F E R R A L S E R V IC E , INC. To provide interim general support

U N IT E D A P P E A L OF T O L E D O — C R U S A D E OF M E R C Y To provide general support U N IT E D W A Y OF A M E R IC A To facilitate participation of Cleveland professionals in International Community Chest conference

50,000

2,600

5,000

U R B A N L E A G U E OF C L E V E L A N D To support planning and program development component— 3 year grant

60,000

30,000

W EST S ID E C O M M U N IT Y M E N T A L HEALTH CEN TER To provide local support to establish a community mental health center program on the near west side

40,000

4,500

$478,591

$453,281

Y O U T H E N R IC H M E N T SE R V IC E S, IN C. To help provide local support for evaluation and placement program for educable retarded

T otal H e a lth a n d Welfare— C o m m u n ity Service O rganizations

$ 45,800

20,000

2,500

S A L V A T IO N A R M Y To support development of new year-round campsite in Carroll County

30,000

$ 71,110

------Grants

1973 --------Payments

(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 RE A T ER CLEVELAND CHAPTER To provide general support

A M E R IC A N R E D CROSS To support volunteer Braille transcribers

2,025

1,696

395

21,112

2,000

200

C L E V E L A N D C E N T E R O N A L C O H O L IS M 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 S O C IE T Y F O U N D A T IO N To provide general support

51,000

12,896

CASE W E S T E R N R E S E R V E U N IV E R S IT Y To provide support to School of Applied Social Sciences for social research C E N T E R F O R H U M A N S E R V IC E S /F A M IL Y S E R V IC E A S S O C IA T IO N D IV IS IO N To provide general support C E N T E R F O R H U M A N S E R 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 H R IS T E P IS C O P A L C H U R C H To provide general support

To support research and application of psychoanalysis and support projects C L E V E L A N D S O C IE T Y F O R T H E B L IN D To provide general support CUYAHOGA COUNTY W ELFARE DEPARTM ENT To provide special client needs

202

EAST E N D N E IG H B O R H O O D H OU SE To provide general support

202

1,696

870

1,820

2,100

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 S S O C IA T IO N To provide general support

5,251

H E B R E W F R E E L O A N A SSO C IA T IO N To provide general support

1,000

9,200

9,345

10,637

334

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 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 provide general support for the Central Volunteer Bureau

P L A N N E D P A R E N T H O O D OF C L E V E L A N D , IN C . To provide general support S A L V A T IO N A R M Y To provide general support S O C IE T Y O F ST. V IN C E N T D E PAU L To provide general support

145

H e a lth a n d W elfare — C o m m u n ity Service O rg an izatio n s (C ontinued)

ad Dec. 31, 1972

--------- JC)73

-----------

Grants

Payments

$133,337

$133,486

V IS IT IN G N U R S E A S S O C IA T IO N OF CLEVELAND To provide general support

2,196

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 E R V IC E S To provide general support

2,281

To assist needy of Sunbeam School graduating class

1,000

To assist needy clients of Sunbeam School

1,000

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 general support

675

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

8,600

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 / 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 — L A K E W O O D C O M B IN E D B R A N C H To provide general support

8,600

$282,158

U N IT E D T O R C H S E R V IC E S To provide general support

T otal H e alth and Welfare—C o m m u n ity Service O rganizations (Designated)

5,714

5,859

Unpaid Dec. 31, 1973

5,565

$282,452

5,565

G R EA T ER CLEVELAND ASSOCIATED FOUNDATION H ealth and Welfare— C o m m u n ity Service O rganizations G O O D W IL L IN D U S T R IE S OF C L E V E L A N D To support replacement of deposit boxes and trucks

$ 12,500

T otal H e alth and Welfare— C o m m u n ity Service O rganizations

$ —0—

$ 12,500

$ — 0—

Citizen Involvement Grants designed to provide opportunities for citizens to work together toward the solu tion of problems of common concern have been a tradition of The Cleveland Founda tion and the Greater Cleveland Associated Foundation. In the recent past, the Founda tions have provided support to the PACE (Program for Action by Citizens in Educa tion) Association, PATH (Program for Ac tion for Tomorrow’s Housing), the Buckeye Area Development Corporation, the Area Councils Association, and the United Area Citizens Agency. A ll of these organizations were created to mobilize Greater Cleveland ers for planning and developing programs on issues of community-wide importance. In 1973, The Cleveland Foundation made a $48,500 grant to the Heights Community Congress, a coalition of civic, educational, religious, and neighborhood groups in Cleve land Heights. Representatives of the City’s government were members of the initial Con gress. The Congress’ primary objective was to work toward the promotion and maintenance of Cleveland Heights as an open, integrated community. During its first year’s operation, Heights Community Congress was successful in es tablishing itself as an active, broadly based, concerned organization. Task forces on com munity issues, such as Open Housing and Transportation, have been organized. Active support of major public officials, including the Mayor, has been achieved. The Cleveland Heights City Council has provided monies

toward the Congress’ operating budget for 1974. In addition to receiving direct financial support from the City, the Heights Commu nity Congress has also contracted with the local government to provide certain services to the community. A variety of communication strategies have been developed by the Congress to facilitate the information sharing necessary for signifi cant citizen involvement. A monthly news letter is disseminated, a speakers bureau is operative, and regular citizen canvassing is conducted. The Cleveland Foundation’s grant of $39,150 to the Citizens Alliance for a Safer Community in 1973 supported a citizen-based organization concerned with planning and programming in criminal justice. The A l liance was established in 1971 to accomplish three basic objectives: to work for the reform of the criminal justice system; to involve citizen representatives in program planning; and to serve as a vehicle for bringing dispar ate groups of community residents together to focus attention on an issue of common concern. The Alliance provides the only for mal channel for direct citizen involvement and comment on criminal justice policy and program in Greater Cleveland. The success of both the Heights Commu nity Congress and the Citizens Alliance for a Safer Community is contingent on their continuing to serve as organizations where citizens can converge to work together on specific problems.

Dialogue sessions for high school students is part of the Heights Community Congress' program.

T HE CLEVELAND FO U N D AT IO N Civic Affairs— C itizen Involvem ent B U C K E Y E A R E A (C L E V E L A N D ) D E V E L O P M E N T C O R P O R A T IO N To provide general support and program expansion

$ 25,000

$ 24,000

C IT IZ E N S ' A L L IA N C E F O R A SA F E R C O M M U N IT Y To provide staff support for a citizen-based organization for the criminal justice system

39,150

T H E C O U N C IL O N H U M A N R E L A T IO N S To support the Green Circle Program

10,000

G R E A T E R C L E V E L A N D A SSO C IA T E D F O U N D A T IO N Businessmen's Interracial Committee on Com m unity Affairs-—To provide partial support for 1974 and 1975

30,000

H E IG H T S C O M M U N IT Y C O N G R E SS To provide staff support for the action program for this coalition of community groups

48,500

W O M E N 'S L A W F U N D , INC. To provide partial start-up costs for a legal advocate agency for women’s rights— 2 nd year of a 2 year grant

T otal Civic Affairs— C itizen Involvem ent

7,000

10,500

17,500

$152,650

$162,150

125

$_______

1,500

$ — 0—

1,500

$ $

1,500 1,500

$ 17,500

1,000

8,000

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

T otal Civic Affairs— C itize n Involvem ent (Designated)

$ —0-

—

0—

G R E A T E R CLEVELAND ASSOCIATED FOUNDATION Civic Affairs— C itize n Involvem ent G R E A T E R C L E V E L A N D A SSO C IA T E D F O U N D A T IO N To support publication of a commemorative book by the Cleveland Bar Association

T otal Civic Affairs—C itize n Involvem ent

$_______ $

—

0—

alovinâ&#x20AC;&#x2122;

glassful

Thousands of Clevelanders rediscovered Downtown Cleveland in 1973

Employment and Economic Development Late in 1972, the Leonard C. Hanna, Jr. Community Development Fund, a special trust fund of over $ 6 million in assets, be came available to The Cleveland Founda tion. This Fund’s income is restricted largely to support of projects to enhance downtown Cleveland. W ith the availability of the Hanna Fund, The Cleveland Foundation began to explore strategies for stimulating the apparent begin nings of a downtown resurgence. Initial observations reveal that downtown Cleveland was into the greatest building boom in its history. By 1975, the increase in downtown residents is projected at 800%. Hotel and commercial space is projected to increase significantly over the next few years. W hile these developments are being stimu lated primarily by private interests, two exciting examples of the public sector’s involvement in a strengthened downtown Cleveland are the Huron Mall and Chester Commons projects. The Mall project gener ated nearly a half million dollars in funds, including a 1972 grant of $40,000 from The Cleveland Foundation. The Foundation grant served as part of the matching funds neces sary to secure a $2 0 0 , 0 0 0 federal investment in the project. Chester Commons, a publiclysupported, landscaped “pocket park” at East 12th and Chester, became the scene of much activity in 1973. As The Cleveland Foundation began to assess the disparate activities being developed in downtown Cleveland, one problem be came apparent: the aggressive leadership in the public and private sectors needed to as sure that an overall plan existed to link all projected downtown building programs was lacking. There existed no current and specific plan to link development projects together nor to develop services and transportation to complement the new developments. In order to generate a renewed interest on behalf of the public and private sectors, and to stimulate thinking about an overall con cept plan, The Cleveland Foundation invited

Lawrence Halprin and Associates of San Francisco to Cleveland in February, 1973, to perform an “urban diagnosis.” This firm, which has extensive experience with other cities in developing downtown, coordinated projects, prepared a slide presentation with its preliminary “diagnosis” and its “prescription.” During the past year, several hundred people saw and heard the Halprin presenta tion. In each case, the report was greeted with great enthusiasm and stimulated interest and lively discussion. Because of the interest generated from the initial Halprin visit and the numbers of peo ple desirous of more involvement in the planning and developmental processes, the Foundation engaged Lawrence Halprin and Associates to perform a “take part workshop.” This two and one-half day effort was designed to provide citizen input into an eventual planning process for the downtown area by involving a small, diverse group of people in an intensive downtown planning session. The group, composed of citizens and downtown users, made recommendations about the downtown which they wished to see. The results of the “take part workshop” were printed in a bound volume and catalogued the many projects generally agreed upon by the workshop participants. Many other downtown programs devel oped during the last part of the year. An “urban canvas” program, which placed wall murals on significant buildings in the down town area, was supported by a $15,000 grant from The Cleveland Foundation. This money provided partial matching support for a Na tional Endowment for the Arts grant for the wall murals project. The Foundation recognized at the outset that its role was not as the prime coordinator or planner for the downtown. Rather, it hoped to play a “catalytic role” — to stimu late new interest and enthusiasm for down town Cleveland from the private and public sectors. The Downtown Council of the Greater Cleveland Growth Association as55

sumed a leadership role after the initial Halprin visit. The Council began a series of Friday evening parties in the downtown to generate further interest and excitement and to prove that people would involve them selves in the area after working hours if there were activities available. In addition to the planned parties, the Downtown Council worked closely with the City in assuring the completion of the Huron Mall by the end of 1973. The Council pre sented a traffic implementation plan for the downtown. Most significantly, perhaps, the Downtown Council provided a central ve hicle for the activity and interest that had developed during the year. In late 1973, the Downtown Council, in conjunction with the Foundation and repre sentatives of City Hall, began discussions with Lawrence Halprin and Associates about a proposal calling for an overall downtown

plan. This plan, which eventually became known as “Concept for Cleveland,” would provide an overall framework into which developers, planners, city officials, and other interested citizens and committees would re late their own proposals, projects, and pro grams. This plan, which is to be funded cooperatively by the City of Cleveland, the Greater Cleveland Growth Association, and The Cleveland Foundation, is to be com pleted by the end of 1974. The Cleveland Foundation as a commun ity foundation saw a role early in 1973 for involvement in the resurgence of downtown Cleveland. The Foundation’s involvement, stimulated by the receipt of a fund restricted in part for the downtown, has been reflective of the roles which the community foundation can play — catalyst, researcher, and resource provider.

----------- 1973 -----------

THE CLEVELAND FOU N DATION

U npaid Dec. 31, 1972

Grants

Payments

$ 20,105

C L E V E L A N D A R E A ARTS C O U N C IL To provide partial support for the beautification of downtown Cleveland

15,000

C L E V E L A N D D E V E L O P M E N T F O U N D A T IO N To support a program in downtown development

16,238

To provide support for the Playhouse Square Associates for a master architectural plan and market and finance studies for the redevelopment of Playhouse Square

35,000

Unpaid Dec. 31, 1973

Civic Affairs—E m plo y m e n t a n d Economic Developm ent CASE W E S T E R N R E S E R V E U N IV E R S IT Y To provide support to Department of Economics for a research study on "The Role of Corporate Headquarters Activities in the Growth of the Cleveland Region''

To provide a portion of the matching funds for Phase II of the feasibility study of Lake Erie International Jetport Project

$ 100,000

G R E A T E R C L E V E L A N D A SSO C IA T E D F O U N D A T IO N To provide support to bring an urban consultant to Cleveland to discuss downtown problems with community leaders

30,000

To provide support for implementation of the recommendations of the first Cleveland Take Part Workshop and funds for future workshops

2,500

G REA T ER CLEVELAND GROW TH A S S O C IA T IO N To provide support to Metropolitan Cleveland Jobs Council for a program of training-technical development for new occupational opportunitiesâ&#x20AC;&#x201D; 2 year grant

40,000

20,000

L A K E E R IE R E G IO N A L T R A N S P O R T A T 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 , INC. To conduct physical and planning study for the Euclid-Mayfield Triangle in University Circle

T otal Civic Affairsâ&#x20AC;&#x201D;E m p lo y m e n t and Econom ic Developm ent

76,300

N O R T H E A S T O H IO A R E A W ID E C O O R D IN A T IN G A G E N C Y To provide funds for a preliminary study of a West Shoreway connector highway

39,850

2,000

2,000 $ 78,300

20,000

$298,693

$317,143

$ 59,850

Housing 1973 was a year of transition for nonprofit housing activities in the Cleveland area. Without clear direction from the U. S. De partment of Housing and Urban Develop ment and with the moratorium on Federal Housing Administration subsidized programs, the majority of area nonprofit housing organi zations were faced with the prospect of clos ing down operation or, at best, completing projects begun earlier. The Cleveland Foundation’s grant pro gram in housing reflected the ambiguity of the past year. Only three grants, totaling slightly over $135,000, were made; Operation Equality, an ongoing, open-housing program, received $91,673 of this total. Despite the gloom prevailing in the non profit housing arena in 1973, The Cleveland Foundation noted a special opportunity to support a housing program with a grant of $30,000. The Lutheran Housing Corporation, serving citizens in Cleveland and East Cleve land, has a twofold effort: prevention of fore closure program which selects mortgagees temporarily behind in payments and pro vides, in addition to mortgage monies, staff counseling; and, secondly, a housing renova tion effort.

Under the second project, the Corporation purchases, renovates, and sells a home. The buyer, referred internally or from other agen cies, is screened by the organization and aided in securing an FHA guaranteed purchase loan. Under this plan, Corporation staff works with contractors to bring the home up to an FHA guaranteed sale price; any profits, real ized after renovation costs are deducted, are turned back into the Corporation to finance additional efforts. Perhaps the most significant factor about the Corporation’s program is the realistic goals which it set for itself initially. A total of forty housing units — 25 in the foreclosure project and 15 in the renovation program — was set as an attainable achievement for the Corporation’s first year of operation. This program, coupled with a grant of $91,673 to Operation Equality, provided the focus of Cleveland Foundation efforts to serve its dual objectives in housing: the as surance that housing practices are fair to all; and the stimulation of efforts to increase the supply of rehabilitated and replacement housing in inner-city neighborhoods.

-------- 1C>73 ----------THE CLEVELAN D FO U N D A T IO N

Unpaid Dec. 31, 1972

Grants

Payments

Unpaid Dec. 31, 1973

Civic Affairs— H ousing A M E R IC A N B A R A S S O C IA T IO N 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

8,286

C L E V E L A N D IN T E R F A IT H H O U S IN G C O R P O R A T IO N To provide partial interest payments on loans for land acquisition on which to develop low income housing— 2 nd year of a 2 year grant

31,130

24,904

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

9,000

6,226

C U Y A H O G A F E D E R A T IO N OF H O M E B U Y E R S A S S O C IA T IO N To provide staff and general support on a demonstration basis

13,500

L U T H E R A N C O U N C IL OF G R E A T E R CLEVELAND To provide partial support to Lutheran Housing Corporation for a program of housing renovation and foreclosure prevention

30,000

U R B A N L E A G U E OF C L E V E L A N D To provide support to Operation Equality for ongoing open housing program

91,673

$135,173

$177,363

6,226

$ 13,267

$ $

— 0—

T otal Civic Affairs— H ousing

$ 48,416

G R E A T E R CLEVELAND ASSOCIATED FO U N DAT ION Civic Affairs-—H ousing T H E P A T H A SSO C IA T IO N To support suburban housing program for disadvantaged groups

T otal Civic Affairs—H ousing

$ $ —0—

Strengthening the Public Service For many years, The Cleveland Founda tion and the Greater Cleveland Associated Foundation have supported efforts to provide special expertise and information, and to im prove management practices in government. In recent years, grants from the Foundations have supported the Little Hoover Commis sion for the City of Cleveland (1971) and management service efforts of the Cleveland Public Library (1969) and the County W el fare Department (1970). In 1972, The Cleveland Foundation made a $55,000 grant to the Governmental Re search Institute to develop and monitor a management study of the County Auditor’s office. The objective of the study, performed by a consulting firm, was to strengthen the effectiveness and efficiency of the County Auditor’s office. Since County funds cannot, by law, be used to employ management consultants, the County Auditor’s office had to seek out private support. The Govern mental Research Institute monitored the sur vey and the implementation of the recom mendations. The Auditor’s staff, as well as a citizen review committee, were involved in the study process. By late 1973, the Auditor’s office reported that most of the recommendations made by the consultants were being implemented. U l timately, it is anticipated that the study will aid the Auditor’s office in saving hundreds of thousands of dollars annually. During the past year, The Cleveland Foun dation continued its policy of supporting projects to strengthen the public service with a $66,942 grant to the Federation for Com munity Planning to undertake, at the request of the County Commissioners, a study of

public welfare policies. The primary objective of the project is the analysis of several major policy questions in relation to the welfare-towork issue. The basic research design, devel oped under a $19,702 grant from The Cleve land Foundation in mid-1973, focuses on supplying research data and recommenda tions which will benefit both the Welfare De partment and the State Employment Service. This project, which is of one-year duration, is designed so that the Welfare Department and the County Commissioners will not have to wait until the conclusion of the work to receive feedback and recommendations. Spe cific recommendations will be forthcoming through the project’s life. The City of East Cleveland also undertook a comprehensive study of the organization and effectiveness of its public services with Cleveland Foundation support in 1973. A grant of $52,500 enabled East Cleveland to employ professional assistance to establish and to implement programs to: ( 1 ) strength en the City’s administration organization; and ( 2 ) provide specific guidelines for economic revitalization in the community. The effort in East Cleveland is concentrated in four specific areas: analysis of current administrative manpower and organization; review of present zoning code; establishment of a five-year capital improvement program; and a survey of housing stock and code en forcement procedures. It is anticipated that this work in East Cleveland will go far toward providing the information base and perspec tive necessary to develop appropriate ad ministrative and economic strategies for the future.

A pre-trial release and counseling program, sponsored by the Commission on Catholic Community Action, is designed to reduce recidivism

----------- 1973 -----------

THE CLEVELAND FO U N D AT IO N

U npaid Dec. 31, 1972

Grants

Payments

Unpaid Dec. 31, 1973

Civic Affairs— S trengthening the P ublic Service A M E R IC A N A R B IT R A T IO N A SSO C IA T IO N To establish a Center for Dispute Settlement—• 2 nd year of a 2 year grant

$ 71,515

C ASE W E S T E R N R E S E R V E U N IV E R S IT Y To evaluate current police testing procedures of the Law Medicine Center

$ 71,515

4,000

C IT Y O F EAST C L E V E L A N D To improve the level of public services and establish a program for.stable community development

52,500

T H E 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 ST U D IE S To provide support for an analysis of opportunities for cable television in Metropolitan Cleveland

75,000

C O M M IS S IO N O N C A T H O L IC C O M M U N IT Y A C T IO N To provide matching funds for demonstration pretrial rehabilitation program, "Release On Third Party Recognizance"

14,000

C O U R T OF C O M M O N PLEAS To establish a personnel training and development component in the Juvenile Court Division— 2 year grant

34,483

16,800

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 partial support of a study of public welfare policies

66,942

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 provide staff support for Administration of Justice Committee— 3rd year of a 3 year grant

75,000

66,942

To provide partial support to the Administration of Justice Committee for the Cleveland Bar Association municipal court study

3,250

To provide support for the City of Cleveland budget and management improvement project

9.000

10.000

G R E A T E R C L E V E L A N D A S SO C IA T E D F O U N D A T IO N To provide consultant services in the field of criminal justice

5,000

STATE O F O H IO To support the Ohio Commission on Local Government Services— 2nd year of a 2 year grant

T otal Civic Affairs— Strengthening the P u b lic Service

31,250

$142,765

17,683

40,000

To provide support for a forms revision project to make possible uniform reporting by municipalities in reporting annual budget projections and requests

$274,175

5,000

25,000

6,250

$251,065

$165,875

G R E A T E R CLEVELAND A SSO C IA T ED FO U N D A T IO N

Grants

Payments

Civic Affairs— S tre n g th e n in g the P u b lic Service B E T T E R B U S IN E S S B U R E A U O F 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

C ASE W E S T E R N R E S E R V E U N IV E R S IT Y To support publication of “A Guide to the Use of Small Claims Courts” by the Franklin Thomas Backus School of Law L A W Y E R S C O M M IT T E E F O R C IV IL R IG H T S U N D E R LA W , W A S H IN G T O N , D.C . To provide general support

T otal Civic Affairs— S tre n gthe n ing the P u b lic Service

700

2,500

,500

1,500

4,000

4,700

—

Environment In 1970, the Greater Cleveland Associated Foundation granted $5,000 to the Ohio Con servation Foundation to help this organiza tion provide coordination and research for agencies and individuals concerned with en vironmental matters. A n additional grant of $2,500 was authorized by the Greater Cleve land Associated Foundation Board of Trus tees to the Conservation Foundation in 1972 to support its efforts. Despite its relatively small budget, the Columbus-based Conservation Foundation functioned well. A newsletter focusing on environmental legislation was developed and disseminated throughout the State. One of its goals was the creation of new environmen tally-concerned groups. One such group was formed to work out an environmental edu cation sequence for school-age youngsters. In 1973, a decision was reached to relocate the Ohio Conservation Foundation in Cleve land and to expand its activities. By drawing on the research capabilities in this commu nity and the State, it is anticipated that the Ohio Conservation Foundation will play a vital role in the development of a more in formed public. The Cleveland Foundation and the Greater Cleveland Associated Foun dation have committed $ 1 0 0 , 0 0 0 over the next three years to support the expanded

activities of the Conservation Foundation. Other foundations throughout the State are also providing grant support to the Conserva tion Foundation. This grant, coupled with the $31,500 grant to the Metropolitan Health Planning Corpo ration to support environmental health plan ning activities (see page 29) and the $104,000 commitment over three years to John Carroll University to establish a program in the eco nomics of the environment, is the cornerstone of the Foundations’ current emphasis on ecological matters. The John Carroll University program is focused on developing a curriculum in envi ronmental economics to provide economic research needed by cities and industries in Northern Ohio; it serves as a center of infor mation where proposed solutions to environ mental problems may be analyzed in relation to economic factors. This Cleveland Foundation grant to the University followed a 1970 commitment of $90,000 over a three-year period to establish a Chair in Aquatic Ecology. This earlier grant has supported an effort which has met with substantial success in making John Car roll a significant community resource in one part of the ecology field.

THE CLEVELAND FO U N D A T IO N

Grants

Payments

Civic Affairs— Environment C ASE W E S T E R N R E S E R V E U N IV E R S IT Y To provide support to University Libraries for a Cleveland area data base in environmental sciences D U C K S U N L IM IT E D , IN C O R P O R A T E D To provide general support

200

104,000

34,664

69,336

97,500

30,834

66,666

$220,400

$ 65,698

$154,702

$ — 0—

J O H N C A R R O L L U N IV E R S IT Y To support a program in environmental economics— 3 year grant O H IO C O N S E R V A T IO N F O U N D A T IO N To support the reestablishment of this organization

T otal Civic Affairs—E n v iron m e n t

18,700

$ 18,700

$ —0-

G R E A T E R CLEVELAND ASSOCIATED FO U N D A T IO N Civic Affairs—E n viron m e n t O H IO C O N S E R V A T IO N F O U N D A T IO N To support the reestablishment of this organization

T otal Civic Affairs—E nv iron m e n t

2,500 2,500

$ —0—

Since its inception, the Greater Cleveland Associated Foundation has had as one of its primary objectives the encouragement of cooperative philanthropic efforts to support programs of benefit to the philanthropic community. Over the years, a variety of specific services and projects have been developed. Since many of the private foundations in this region do not employ full-time professional staff, the Associated Foundation provides its staff services when requested. These staff services are many and varied. Included among them are: Foundation Notes, a newsletter for foundations of Northeast Ohio; bimonthly luncheon meetings at which issues of common concern are discussed with foundation representatives; special staff re ports on grant proposals; the Foundation Group Information Exchange, a compilation of grant requests and program activities sub mitted by the participating foundations; and individual meetings to discuss grant requests with representatives of private foundations.

Additional staff services available to indi vidual Foundations include grant proposal evaluation and other financial, program, and administrative services. The Cleveland Foundation Library, estab lished in cooperation with the Foundation Center in New York in 1961, serves as one of eight regional depositories in the nation. The Cleveland Foundation Library serves as a valuable asset to organizations, agencies, and individuals interested in philanthropy and foundation activities. A variety of publications, as well as copies of Internal Revenue Service returns of Ohio foundations and those of three other states (Michigan, Pennsylvania, and West Virgi nia) are kept on file in the library. In addi tion, many annual reports of national foun dations are available. Staff assistance in using the library is avail able during the Foundations’ office hours. The Foundation conference room is also available to community groups.

1973 ----------Unpaid Dec. 31, 1972

T H E CLEVELAN D FO U N D A T IO N Special Philanthropic Services C O U N C IL O N F O U N D A T IO N S , IN C . To support national public affairs and education program of the Council— 2nd year of a 5 year grant

20,000

Grants

Payments

U npaid Dec. 31, 1973

5,000

$ 15,000

376

G R E A T E R C L E V E L A N D A S S O C IA T E D F O U N D A T IO N — F O R S P E C IA L P U R P O SE S To provide expenses to Federation for C om m unity Planning in connection with selection of Anisfield W olf Com m unity Service Award recipient

1,876

1,500

To cover expenses of the Anisfield-Wolf Award Committee in connection with awards for outstanding books in human relations

5,000

To support the Fenn Education Funds expense budget 22,145

22,145

For the year 1973

22,778

For the year 1974 To provide monitoring and evaluation of the Jordan-Gardner Home— 5 year grant To support a seminar on “Strengthening Foundation Management”

72,000

6,500

G R E A T E R C L E V E L A N D A SSO C IA T E D F O U N D A T IO N — F O R A D M IN IS T R A T IV E P U RP O SE S To provide partial support of the consolidated operating budget of The Cleveland Foundation/ Greater Cleveland Associated Foundation 432,501

432,501

For the year 1973

6,702

10,000

$552,076

$561,348

$465,374

149

U N IT E D T O R C H SE R V IC E S , INC. To provide support for the publication and distribution of annual report

$474,646

T otal Special P h ila n th ro p ic Services

427,220

433,922

For the year 1974

MDATION Special P h ila n th ro p ic Services G R E A T E R C L E V E L A N D A SSO C IA T ED F O U N D A T IO N To provide special services for The John R. Raible Foundation

149

G R E A T E R C L E V E L A N D A SSO C IA T ED F O U N D A T IO N — F O R A D M IN IS T R A T IV E P U RPOSES To provide partial support of the consolidated operating budget of The Cleveland Foundation/ Greater Cleveland Associated Foundation For 1974

T otal Special P h ila n th ro p ic Services

149

81,607

$ 81,607

financial Reports

1973

The Cleveland Foundation Greater Cleveland Associated Foundation

M. Brock Weir, Chairman President 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 National City Bank Walter F. Lineberger, Jr. Chairman of the Board and Chief Executive Officer Society National Bank of Cleveland John E. Porta Chairman of the Board, President and Chief Executive Officer Union Commerce Bank

Trustees Central National Bank of Cleveland The Cleveland Trust Company National City Bank Society National Bank of Cleveland Union Commerce Bank The complete and audited financial statements of The Cleveland Foundation and the Greater Cleveland Associated Foundation and the re足 ports thereon of Ernst and Ernst, Certified Public Accountants, are available for public in足 spection at the Foundation Library, 700 National City Bank Building, Cleveland, Ohio. Legal counsel provided by: Thompson, Hine and Flory Cleveland, Ohio

Trust Fund Growth of The Cleveland Foundation 1973 was a year of continued growth. The carrying value of new funds and additions to existing funds recorded by The Cleveland Foundation during the past year totalled $15,244,022. New partial benefit funds accounted for $10,174,546 of this total. These partial benefit trusts provide, each in varying amounts, for payment of life interests to certain annuitants prior to payment of the balance of the income to the Foundation. Ultimately, The Cleveland Foundation will receive the entire net income from these funds. The entire principal amount of the assets of a partial benefit fund is added to the corpus of the Foundation in the year that income is first received or due to the Foundation. In 1973, the income of the Harry Coulby Fund No. 2, Henryett S. Judd Fund, and Walter D. Price Fund, which had previously been partial benefit funds, became fully available for benefit of the Foundation. Additions to the Combined Fund, included in the totals shown above, amounted to $978,591 and are reported in detail beginning on page 7 7 . N E W TRUST FUNDS ESTABLISHED Edwin A. and Julia Greene Dodd Fund No. 1 Donor: Julia Greene Dodd Carrying value: $526,065 Market value 12/31/73: $612,394 Use of income: Unrestricted charitable purposes

Edwin A. and Julia Greene Dodd Fund No. 2 Donor: Edwin A. Dodd Carrying value: Assets have not as yet been received from the executor of the estate. Use of income: Unrestricted charitable purposes. The executor released $55,290 in accumu足 lated income during 1973. Marie Odenkirk Clark Fund Donor: Marie Odenkirk Clark Carrying value: $853,029 Market value 12/31/73: $905,944 Use of income: Designated for The Cleveland Museum of Natural History to be used princi足 pally for its operating fund. Mary McGraw Everett Fund Donor: Mary McGraw Everett Carrying value: $383,788 Market value 12/31/73: $369,706 Use of income: Restricted to research projects of real merit and significance in neurology or neuro-surgery anywhere within the continental United States. Edwin R. Goldfield Fund Donor: Edwin R. Goldfield Carrying value: $10,509 Market value 12/31/73: $10,496 Use of income: Designated for The Cleveland Press Christmas Fund for needy and deserving families and children. Martha M . Linden Fund Donor: Martha M. Linden Carrying value: $138,901 Market value 12/31/73: $138,901 Use of income: Unrestricted charitable purposes The John and LaVeme Short Memorial Fund Donor: John R. Short Carrying value: $415,982 Market value 12/31/73: $437,673 Use of income: Restricted to the advancement of medical science, the assistance of young men or women in procuring a medical education, or the relief from time to time of hospitals or similar institutions. The Mr. and Mrs. Jay P. Moore Memorial Fund Donor: Jay P. Moore Carrying value: $126,000 Market value 12/31/73: $160,714 Use of income: Designated to The Sisters of Notre Dame for the use of Julie Billiart School in employing a physical education instructor and paying other costs associated with the physical education program at the school. N E W PARTIAL BENEFIT TRUST FUNDS RECORDED Ada C. Emerson Fund Donor: Ada C. Emerson

Carrying value: $563,985 Market value 12/31/73: $480,187 Use of income: Until further termination of life interests of certain annuitants, The Cleveland Foundation will receive 5% of the net income for grants. 25% of the net income received is designated for the Eliza Jennings Home and the remaining 75% may be used for un足 restricted charitable purposes.

Henry A . Sherwin and Frances M . Sherwin Fund Donor: Prudence Sherwin Carrying value: $2,198,086 Market value 12/31/73: $4,101,013 Use of income: Until further termination of life interests of certain annuitants, The Cleveland Foundation will receive 25% of the net income for unrestricted charitable purposes. Henry A. Sherwin and Frances M . Sherwin Memorial Fund No. 1 Donor: Belle Sherwin Carrying value: $1,376,391 Market value 12/31/73: $3,821,584 Use of income: Until further termination of life interests of certain annuitants, The Cleveland Foundation will receive 25% of the net income for unrestricted charitable purposes. Henry A. Sherwin and Frances M . Sherwin Memorial Fund No. 2 Donor: Belle Sherwin Carrying value: $949,119 Market value 12/31/73: $983,630 Use of income: Until further termination of life interests of certain annuitants, The Cleveland Foundation will receive 25% of the net income for unrestricted charitable purposes. Frederick C. Sterling First Testamentary Trust Donor: Frederick C. Sterling Carrying value: $5,086,965 Market value 12/31/73: $6,098,700 Use of income: Until further termination of life interests of certain annuitants, The Cleveland Foundation will receive the income not necessary to satisfy those life interests. In 1973, $227,086 in income was deposited in the Frederick C. Sterling Second Testamentary Trust for unrestricted charitable purposes of the Foundation. A D D IT IO N S T O EXISTING TRUST FUNDS Cleveland Recreational Arts Fund was increased by $1,288 through gifts from the Raymond John Wean Foundation and Kurt L. Seelbach. S. Houghton Cox Fund was increased by $276 through a final estate distribution. Dr. Henry A. and Mary J. Schlink Memorial Fund was increased by $12,382 as the result of a bequest from the estate of Henry A. Schlink. The John C. and Elizabeth F. Sparrow Memorial Fund was increased by $23,765 in final settlement of the estate by the executor. Lillian F. Goldfield Fund was increased by $2,698 from a final estate distribution. Linda J. Peirce Memorial Fund was increased through gifts from Gilbert Peirce of $16,251, the estate of Dorthea Peirce of $63,970, and Anne F. Coughlin of $50. Nathan G. Richman Fund was increased by $1,632 through a distributr'on from The Nathan Richman No. 3 Fund. The Emerald Necklace Fund was increased by $905 from fifteen donors. Samuel Mather and Flora Stone Mather Memorial Fund was announced in 1971. Assets with a carrying value of $203,044 were released by the executor in 1973. Sue L. Little Fund was announced in 1972. Assets with a carrying value of $141,355 were released by the executor in 1973. Elizabeth J. Lohmiller Fund was announced in 1972. Assets with a carrying value of $422,272 were released by the executor in 1973. Charles W . and Lucille Sellers Memorial Fund, a partial benefit fund, was announced in 1972. Assets, with a carrying value of $740,129, were released by the executor in 1973. Hinds Memorial Fund, a partial benefit fund, was increased $6,594 by a final distribution from the executor of the estate.

The Cleveland Foundation Trust Funds A wide variety of donors, dedicated to The Cleveland F o undatio n as a m eans of benefiting their c o m m u n ity in years to come, have established the following tru st funds. These funds are n am ed either for their donors or by the donor for a m e m o 足 rial or, in some instances, for the recipient organization w hich 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 M ary 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 M artha 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 Marie Odenkirk Clark Fund The Elsa Claus Memorial Fund No. 2 Cleveland Foundation Combined Funds 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 The Howard and Edith Dingle Fund Edwin A. and Julia Greene Dodd Fund No. 1 Edwin A. and Julia Greene Dodd Fund No. 2 Alice McHardy Dye Fund The Emerald Necklace Fund Ada C. Emerson Fund*

Henry A. Everett Trust M ary M cGraw Everett Fund Charles Dudley Farnsworth Fund Dr. Frank Carl Felix and Flora Webster Felix Fund Fenn Education Fund First Cleveland Cavalary-Norton Memorial Fund W illiam C. Fischer and Lillye T. Fischer Memorial Fund** Fisher Fund Erwin L. Fisher and Fanny M . Fisher Memorial Fund 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 D avid W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Grace Jordan Gardner Fund Frederic H. Gates Fund The W illiam F. and Anna Lawrence Gibbons Fund* W illiam A. Giffhorn Fund Frederick Harris Goff Fund Isaac C. Goff Fund Edwin R. Goldfield 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'M ary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund* 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 W illiam Stitt Hannon Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Fund Melville H. Haskell, M ary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Fund George Halle Hays Fund Kaufman Hays Memorial Fund The Hinds Memorial Fund*

1 he 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. H urlbut Fund Sherman Johnson Memorial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Ju d d Fund Henryett S. Ju d d Fund Isaac Theodore Kahn Fund Tillie A. Kaley and Warren R. Kaley Memorial Fund Karam u 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** M artha M . Linden Fund Robert M . Linney Fund* Sue L. Little Fund Elizabeth T. 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 M acN ab 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. M cKitterick Fund The Thomas and M ary M cM yler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund Anna B. Minzer Fund Cornelia S. Moore Fund* The Mr. and Mrs. Jay P. Moore Memorial Fund W illiam Curtis Morton, M aud Morton, Kathleen Morton Fund E. Freeman M ould Fund Jane C. Mould Fund The Crispin and Kate Oglebay Trust Clarence A. Olsen Trust M ary King Osborn Fund

W illiam P. Palmer Fund The Dr. Charles B. Parker Memorial Fund* The Joseph K. and Amy Shepard Patterson Memorial Fund Linda J. Peirce Memorial Fund Douglas Perkins Fund Grace M . Pew Fund Walter D. Price Fund W illiam 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. Richm an Fund N athan G. Richm an Fund Alice M. Rockefeller Fund Charles F. R uby Fund The M ary Coit Sanford Memorial Fund M ary Coit Sanford Fund Dr. Henry A. and M ary J. Schlink Memorial Fund W illiam C. Scofield Memorial Fund Charles W. and Lucille Sellers Memorial Fund* Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund Henry A. Sherwin and Frances M. Sherwin Fund* Henry A. Sherwin and Frances M . Sherwin Memorial Fund No. 1* Henry A. Sherwin and Frances M . Sherwin Memorial Fund No. 2* The John and LaVerne Short Memorial Fund The A. H. and Ju lia W. Shunk Fund The Thomas and Anna Sidlo Fund The Nellie B. Snavely Fund A. L. Somers Fund W illiam J. Southworth Fund* Dr. George P. Soyer Fund The Jo hn C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund Frederick C. Sterling First Testamentary Trust* Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, M artha A. Stewart, Ju d ith 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 The 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 The John Mason Walter 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 Fund James D. Williamson Fund The George H., Charles E. and Samuel Denny Wilson Memorial Fund Edith Anisfield Wolf Fund* David C. Wright Memorial Fund Edith Wright Memorial Fund * These trusts provide, each in varying amounts, for payment of annuities to certain individuals prior to payment of the balance of the income to the Foundation. Ultimately, The Cleveland Foundation will receive the entire net income from these funds. The entire principal amount of these Partial Benefit Funds are carried as assets of The Cleveland Foundation. ** These trusts provide for stated percentages of income to be paid directly to certain named charitable institutions and to The Cleveland Foundation. 50 percent of the income is received by the Foundation from the W illiam C. Fischer and Lillye T. Fischer Memorial Fund and 22 percent from the Elroy J. and Fynette H. Kulas Fund. These percentages will never change. The principal amounts of these funds as reported by the Foundation represent 50 percent, and 22 percent respectively of their total values.

The Sherwick Fund The Cleveland Foundation’s first affiliate under the provisions of Section 509(a) (3) of the Internal Revenue Code was accepted in 1973 when The Sherwick Fund became a supporting organization of the Foundation. Under the affiliation agreement, The Sherwick Fund, created in 1953 to serve the gen eral charitable needs of Metropolitan Cleve land, changed from a private foundation to a public charity. By committing its assets to the benefit and charitable purposes of The Cleve land Foundation, the Fund retained its sepa rate identity and, simultaneously, was no longer subject to the federal excise tax on net investment income, restrictions on opera tions, or complicated reporting and record keeping requirements. In order to qualify as a supporting organi zation of the Foundation, The Sherwick Fund had to satisfy certain conditions. Foremost among them were the appointment by the Distribution Committee of The Cleveland Foundation of a majority of the Fund’s trus tees; the provision of at least twenty percent

of the Fund’s income to The Cleveland Foundation for grantmaking, without restric tion, by the Distribution Committee; and agreement to become part of The Cleveland Foundation at the end of twenty-five years or on the death of the principal donors, whichever event occurs last. Early in 1973, three members of The Cleveland Foundation Distribution Commit tee joined two members of the donor’s family as Trustees of The Sherwick Fund. During the first year’s operation, thirty-three grants totaling over $84,000 were authorized by the Fund to support a variety of education, health and welfare, and cultural programs. The affiliation has been mutually reward ing as The Sherwick Fund has had the benefit of the assistance of the Foundation’s professional staff in identifying programs and institutions whose efforts are likely to result in the greatest benefit to the total commu nity; and The Cleveland Foundation has had additional financial resources to apply to some of the more pressing needs of the community.

Combined Fund Growth of The Cleveland Foundation The Combined Fund was created within The Cleveland Foundation in 1943 to provide a method through which gifts of any size could be made and put to work efficiently. Several thousand donors have contributed to the Combined Fund since its creation. Gifts to the Combined Fund retain their separate identity as memorials but are commingled for investment purposes, thereby providing a large block of capital for more efficient investment management and greater income potential. During 1973, the Combined Fund generated income for grant purposes of $221,380. Its market value totalled $4,967,521 at December 31, 1973. New funds and memorials and additions to already established funds and memorials, not previously reported, amounted to $978,591 in 1973. Gifts to the Combined Fund may be made in the name of an individual or as memorials. There is no restriction as to size, and additions may be made at any time. Donors are encouraged to make their gifts available for unrestricted charitable purposes, for this enables the Foundation to be flexible in meeting changing community needs and problems. If a donor wishes to express a preference as to how the income from his gift should be spent, it is suggested that one of the five general Cleveland Foundation grant categories — Education, Cultural Affairs, Health and Welfare, Civic Affairs, and Special Philanthropic Purposes — be specified. N E W FU N D S A N D M E M O R IA L S F O R U N REST RIC T E D C H A R IT A B L E PURPOSES: R aleig h F. A n d rie M e m orial F u n d — $200,790 From the estate of the late Raleigh F. Andrie E d n a A . R in k F u n d — $2,660 From the estate of the late Edna A. Rink M a ry M a c B a in M otch F u n d — $5,000 From the estate of Mary MacBain Motch Sam uel B. K n ig h t F u n d — $690,000 From the estate of the late Samuel B. Knight FO R H E A LT H A N D W ELF A RE PURPOSES: H ele n B. W a rn e r F u n d A $25,000 gift was received. The income was designated for the general support of United Torch Services. N o ra Hays F u n d A distribution of $10,000 was received from a trust fund, established by Nora Hays, which requested that consideration be given to distributing income to Western Reserve University to assist and to promote the work of social research of the University. A D D IT IO N S T O E X IST IN G M E M O R IA L S A N D FUN DS F O R U N REST RIC T E D C H A R IT A B L E PURPOSES: Josephine R . an d Edw ard W . Sloan, Jr., F u n d Donors: Josephine R. and Edward W . Sloan, Jr. $500 D r. E dw ard A . Y u rick F u n d Donor: Dr. Edward A . Yurick $10 T hom as B u rn h a m M e m o rial Donor: Mary Louise Gollan-Winston P. Burton Fund $2,023 Adele C . C h ish o lm M e m orial Donor: Alvah S. and Adele C. Chisholm Memorial Foundation $1,000 Leyton E. Carter M e m o rial F u n d Donor: Mary Catherine Carter $50 C orn e lia A dam s Shiras M e m orial Donor: Estate of Howard H. Shiras $22,034 F O R E D U C A T IO N PURPOSES: Inez a n d H arry C le m e n t A w a rd F u n d Donors: Mamie E. Hankerson, Marymount Hospital Doctor’s Fund, St. Luke’s Medical Building Pharmacy, Margot P. Dyson, Cleveland Chapter of Girl Friends, Inc. contributed a total of $72 T he Charles J. Stilw ell Scholarship F u n d Donors: Mrs. Charles J. Stilwell $10,781; 25 friends of Mr. and Mrs. Charles J. Stilwell contributed additional amounts totaling $1,750 Social W o r k Scholarship F u n d Donor: Kelvin and Eleanor Smith Foundation $500 F O R H E A L T H A N D W E L F A R E PURPOSES: B lan ch e B. Payer F u n d Donor: Estate of Blanche B. Payer $5,917 F O R SPECIA L P H IL A N T H R O P IC PURPOSES: D o ro thy a n d H e le n R u th F u n d Donors: Dorothy Ruth Graham $500; Barbara Rawson $100

The Cleveland Foundation Combined Fund A wide variety of donors, dedicated to The Cleveland Foundation as a means of bene足 fiting their community in years to come, have established the following funds in the Com 足 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. M orris Abrams F und Academy of Medicine H ealth Education Foundation Fund R hoda L. Affelder Fund W ickham FI. Aldrich Fund Eunice Westfall Allen Memorial Samuel Westfall Allen Mem orial Lydia M a y Ames Fund R aleigh F. Andrie M em orial Fund M arguerite E. Anselm M em orial Fund Katherine B. Arundel Fund Leonard P. Ayres Memorial A. D . Baldwin M em orial Fund Robert K . Beck Memorial Beulah Holden B luim Memorial Arthur Blythin Memorial Robert B lythin Memorial Helen R . Bowler Fund Nap. H . Boynton M em orial Fund Alva Bradley Memorial Brigham B ritton Fund Charles F. Buescher Memorial Thomas Burnham Memorial Elizabeth A. Burton Memorial Robert H . Busch Scholarship Fund Carmela Cafarelli Fund E dna L. and Gustav W . Carlson Foundation M em orial Fund Leyton E. Carter Memorial Fund George S. Case Fund Isabel D . Chamberlin Fund Fred H . Chapin Memorial The Adele Corning Chisholm Memorial Garnetta B. Christenson and LeRoy W. Christenson Fund M r. and Mrs. Harold T. Clark Fund Inez and Harry Clement Award Fund Cleveland Center on Alcoholism Fund Cleveland Conference for Educational Cooperation Fund Cleveland Guidance Center Endowment Fund Cleveland Heights H igh School Scholarship Fund Cleveland Psychoanalytic Society Fund Cleveland Sorsis Fund Cleveland W ar Memorial Arthur Cobb Memorial Arthur Cobb, Jr. Memorial Florence Haney Cobb Memorial Louise B. Cobb Memorial M ary Gaylord Cobb Memorial Percy Wells Cobb Memorial R alp h W. Cobb, Jr. Memorial Dr. Harold N. Cole Memorial Lawrence E. Connelly Memorial Judge Alva R. Corlett Memorial M ary B. Couch Fund Jacob D . Cox, Jr. Memorial Willis B. Crane Memorial Dr. W ilbur S. Crowell Memorial M arianne N orth Cummer Memorial Glenn A. Cutler Memorial

N athan L. D auby Mem orial M ary E. Dee M em orial Fund Carl D ittm a r M em orial Magdalene Pahler Donahey F und Anna J . D orm an and Pliny O. Dorm an Mem orial Fund James J . Doyle and Lillian Herron Doyle Scholarship Fund Robert J. Drake Memorial Kristian Eilertsen Fund Arthur Feher Fund W illiam S. and Freda M . Fell Mem orial Fund Herold and Clara Fellinger Charitable Fund Sidney B. F ink Memorial Frances B. and George W. Ford Memorial Gladys J . and Homer D . Foster Fund Harriet R. Fowler Fund K atyruth Strieker Fraley Memorial Annie A. France Fund Mrs. Hermine Frankel Memorial I. F. Freiberger Fund Mrs. I. F. Freiberger Memorial Fund Winifred Fryer Memorial Fund Mrs. Florence I. Garrett Memorial Dr. Frank S. Gibson Memorial Fund Ellen Gardner Gilmore Memorial Frances Southworth Goff Memorial Robert B. Grandin Memorial James L. Greene Memorial Bell Greve Memorial Fund Robert Hays Gries Memorial Carolyn K. Grossman Fund Isador Grossman Memorial Fund M a r c J . Grossman Fund Jessie H aig Memorial Florence H am ilton Memorial Leonard C. Hanna, Jr. Cleveland Play House Fund The Leonard C. Hanna, Jr. Special Fund Mrs. W ard Harrison Memorial F. H. Haserot Fund Homer H. H atch Fund James W . Havighurst Memorial Scholarship Fund Lewis Howard Hayden and Lulu M a y Hayden Fund Nora Hays Fund Iva L. Herl Fund The Siegmund and Bertha B. Herzog Endowment Fund H ighland View Hospital Employees' Fund Albert M . Higley Memorial Reuben W. Hitchcock Fund M ary Louise Hobson Memorial Fund Cora M illet Holden Memorial Guerdon S. Holden Memorial Helen M . Holland Memorial Dr. Joh n W. Holloway Memorial Fund Joh n W. H olt Memorial Mrs. Joh n H. Hord Memorial A. R . Horr Fund Joseph C. Hostetler Memorial

Mrs. R ay Irvin Memorial The N orma W itt Jackson Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Florence Jones Memorial 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 Samuel B. K night Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund Richard H. K ohn Fund Samuel E. Kramer Law Scholarship Fund George H . Lapham Fund M r. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H . Lechner Fund Margaret Irene Leslie Fund M eta M . Long Fund The W illiam Fred Mackay and Cora Carlisle M ackay Memorial Fund Anna M ary Magee Memorial Fund George A. and M ary E. M arten Fund Mrs. E. O. M arting Memorial The Frederick R . and Bertha Specht M autz Scholarship Fund M alcolm L. McBride and Joh n Harris M cBride II Memorial Thomas McCauslen Memorial Mrs. E. P. M cCullagh Memorial E m m a E. M cD onald Fund Anna Curtiss M c N u tt Memorial Charles E. M eink Memorial W illiam J . Mericka Memorial The Grace E. Meyette Fund Herman R. and Esther S. M iller Memorial Fun-o E m m a B. M inch Fund Jo h n A. M itchell and Blanche G. Mitchell Fund Harry F. M iter Memorial Helen Moore Fund Daniel E. Morgan Memorial Fund M ary M acBain M otch Fund R a y E. M u n n Fund Joh n P. M u rp h y Memorial Fund Christopher Bruce Narten Memorial The N ational City Bank Fund H arlan H. Newell Memorial Jessie Roe N orth and George M ahan North Mem orial Fund Jo h n F. Oberlin and Joh n C. Oberlin Fund Ethelwyne W alton Osborn Memorial Erla Schlather Parker Fund Charles J . and M arian E. Paterson Fund Blanche B. Payer Fund Caroline Brown Prescott Memorial M ary D unh am Prescott Memorial The George Jo h n Putz and Margaret Putz M em orial Fund The George F. Quinn Memorial Scholarship Fund O m ar S. Ranney Memorial Grace P. Rawson Fund Marie Richardson Memorial Fund M inerva P. Ridley Fund E dna A. R in k Fund Orra M . Risberg Memorial

Gertrude M . Robertson Memorial Clarence A. Roode Memorial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M . Rosenfeld Memorial Fund Dr. A. T. Roskos Fund Dorothy and Helen R u th Fund Mrs. Raym ond T. Sawyer Memorial Oliver H. Schaaf Fund Cornelius G. Scheid Fund The Robert N. Schwartz Fund for Retarded Children Alice D uty Seagrave Foreign Study Fund Warner Seely Fund Arthur H. Seibig Fund Mrs. Louis B. Seltzer Memorial Annette S. Shagren Memorial N ina Sherrer Fund The Joh n and Frances W. Sherwin Fund Cornelia Adams Shiras Memorial Dr. Thomas Shupe Memorial Fund David G. Skall Memorial M r. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Social W ork Scholarship Fund Society for Crippled Childrenâ&#x20AC;&#x201D; Tris Speaker Memorial Fund Society National Bank Fund Meade A. Spencer Memorial The M iriam Kerruish Stage Fund Belle Bierce Stair Memorial Frederick S. Stamberger Memorial Nellie Steele Stewart Memorial The Charles J. Stilwell Scholarship Fund R alph P. Stoddard Memorial Fund Mortimer I. Strauss 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 M ary J. Tewksbury Fund Allison John Thompson Memorial Sarah R. Thompson Fund M aud Kerrush Towson Memorial Jessie C. Tucker Memorial Fund Leo W. Ulmer Fund M alcolm B. Vilas Memorial Cornelia Blakemore Warner Memorial Fund Helen B. Warner Fund 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 Memorial Fund Elliott H . W hitlock Memorial M ary C. Whitney Fund The M arian L. and Edna A. Whitsey Fund R. N. and H. R . Wiesenberger Fund Lewis B. Williams Memorial Marjorie A. Winbigler Memorial Joh n W. Woodburn Memorial Nelle P. Woodworth Fund Leward C. Wykoff Memorial Dr. Edward A. Yurick Fund Herbert E. and Eleanor M . Zdara Memorial Fund

•tatement of Changes in Fund Balances

The Cleveland Foundation Year ended December 31, 1973

1914 Resolution Funds Balances at January 1, 1973

PRINCIPAL Combined Fund Resolution Funds $ 3,871,013.53 $ 81,291,500.46

$105,222,852.76

Multiple Trusteeship Resolution Funds

$ 20,060,338.77

Total Principal

INCREASES IN F U N D 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 years’ grants Amortization of bond premium Distribution of estate income Miscellaneous income TOTAL INCREASES IN FUND BALANCES

TRANSFERS From income to principal DECREASES IN FU N D BALANCES Authorized by trustee banks: Trustees’ fees Legal fees and other trust expenses Authorized by The Cleveland Foundation Committee and the Distribution Committee for Charitable Purposes: Education Cultural affairs Health and welfare Civic affairs Special philanthropic services TOTAL DISBURSEMENTS FOR CHARITABLE PURPOSES Amount paid to Greater Cleveland Associated Foundation for administrative purposes Other — net TOTAL DECREASES IN FUND BALANCES BALANCES AT DECEMBER 31, 1973

331,952.11

14,265,627.60 1,049,322.85

1,014,404.88 15,491.33

15,280,032.48 1,396,766.29

2,187.52

9,433.39

145.29

11,766.20

334,139.63

15,324,383.84

1,030,041.50

16,688,564.97

3,056.28

28,520.38 503.85

— —

0 0 0 0

—

3,056.28

133,577.90 12,778.39

1,500.00 —

9,238.00

10,738.00

—

1,357.00 5,025.60

6,107.95 74.90

—

2 1 0 ,0 0 0 . 0 0

—

98,949.57 12,199.64

2 1 0 ,0 0 0 . 0 0 —

0—

0 0 0 0

—

1,500.00

101,124.07

$ 20,152,127.85

$ 96,514,760.23

—

2 1 0 ,0 0 0 . 0 0

—

57.70 [242.75]

0 0

—

9,238.00

1,590.05 [13,115.19]

245,406.83

0 0 0 0

—

0—

220,738.00 3,004.75 [8,332.34]

15,235.80

361,766.70

4,885,819.23

$121,552,707.31

IN C O M E Multiple Trusteeship Resolution Funds

1914 Resolution Funds $

271,609.50

1,295,453.79

Combined Fund Resolution Funds $

104,744.71

Total Income $

27,000.00

1,671,808.00

$106,894,660.76

27,000.00

651,672.50

1,628,803.71

108,778.63

2,389,254.84

15,307,032.48 1,396,766.29 2,389,254.84

476,972.94 159,104.81

117,107.94

290,111.51 5,150.00

1,295,424.34 25,170.77 122,441.61 2,081,011.19 44,536.63

1,444.54

1,889,505.22 184,275.58 123,886.15 2,371,122.70 49,686.63

101,301.64

64,783.96

1,016.17

167,101.77

472,895.48 19.18

18,668.71

491,564.19 19.18

167,101.77 11,766.20 491,564.19 19.18

5,762,086.87

247,015.99

7,693,416.26

24,381,981.23

—0 —

— 0—

46,580.69 3,763.59

117,604.01 3,550.69

6,170.28 49.51

170,354.98 7,363.79

303,932.88 20,142.18

212.292.00 60.710.00 916.350.00 82.579.00 1 0 ,0 0 0 . 0 0

734.110.00 642.660.00 2,083,357.00 890.965.00 112.145.00

39.955.00 3,323.00 56.880.00 —0 — —0—

986.357.00 706.693.00 3,056,587.00 973.544.00 122.145.00

997.095.00 706.693.00 3,266,587.00 973.544.00 122.145.00

1,281,931.00

4,463,237.00

100,158.00

5,845,326.00

6,066,064.00

71,870.00 —0 —

339,226.00 — 0—

25,102.00 — 0—

436,198.00 —0 —

1,404,145.28

4,923,617.70

131,479.79

6,459,242.77

6,821,009.47

2,902,925.21

$124,455,632.52

1,684,313.40 [3,056.28]

Total Principal and Income

548,721.34

2,133,922.96

220,280.91

[3,056.28]

—0—

439,202.75 [8,332.34]

Statement of Assets and Fund Balances

The Cleveland Foundation December 31, 1973

ASSETS

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

Statement of Assets and Fund Balances

Approximate Marketâ&#x20AC;&#x201D; Note

727,361.06 388,093.88 8.124.719.17 8,805,256.02

329.000 7.187.000 17.889.000

2.635.912.18 19,953,981.25 19,506.88 20.700.849.19

3.455.000 28.860.000 29.607.000

2.362.347.19

2.362.000

1.675.184.64 36,792,750.74 52,684,426.58

1.598.000 32.766.000 92.008.000

1,162,468.85

1.326.000

2,237,144.54 94,551,975.35 1.734.360.65 98.648.683.19

2.026.000 129.724.000 1.733.000 133.819.000

230,451.51

230.000

59,397.48 2,440,742.81 2,348,061.16

56.000 2.260.000 2.617.000

25,200.34 4,873,401.79 2,246.84 5,106,100.14 $124,455,632.52

23.000 4.956.000

FU N D BALANCES TRUST FUNDS Principal Income

727,000

$121,552,707.31 2,902,925.21 $124,455,632.52

Noteâ&#x20AC;&#x201D; Since approximate market valuations as of December 31, 1973, for other investments were not readily obtainable, the carrying value of other investments has been shown in the approximate market column.

20,000

2,000

5,1887300 $168,614,000

Greater Cleveland Associated Foundation The Greater Cleveland Associated Foun dation is a publicly-supported, non-profit corporation which coexists with and com plements the work and purposes of The Cleveland Foundation. G C A F receives gifts and makes grants utilizing both principal and income. Gifts made to G C A F 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 pur poses of GCAF.

Cooperative Philanthropy and Service to Foundations 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. During 1973, G CA F continued to coordinate a variety of cooperative philan thropic activities: (1) an information exchange for participating foundations; (2) publication of a newsletter focused on issues and projects of interest to local foundations; (3) coopera tive financing of several significant programs; and (4) preparation, on request, of written staff reports on specific projects and organiza tions for local foundations. The Louis D. Beaumont Foundation, The Nathan L. Dauby Charity Fund, The AHS Foundation, The George W . Codrington Charitable Foundation, S. Livingston Mather Charitable Trust, The George Gund Founda tion, The Sherwick Fund, and The Samuel Rosenthal Foundation contributed $37,250 to G C A F to support the cost of these services to foundations. In 1973, over $577,300 was contributed for special projects and grant purposes to the Greater Cleveland Associated Foundation. In addition, over $724,000 was allocated from The Cleveland Foundation for staff services, administrative operations of both Founda tions, and other items, some of which are detailed below.

Contributions for Special Programs For support of the Businessmen’s Inter racial Committee on Community Affairs gifts totaling $38,500 from: The Sherwin-Williams Foundation; Second Sohio Foundation; Re public Steel Corporation; Reliance Electric Company; The May Company; National City Bank; Ford Motor Company; The Lamson and Sessions Company; American Greetings Corporation; The Cleveland Foundation. For the Cincinnati Forum of the Commis sion on Public School Personnel Policies in Ohio a gift of $500 from the Greater Cincin nati Foundation. For the National Conference of Metro politan Courts gifts totaling $25,000 from: American Ship Building Company; Thomas J. Unik Company; Reith Insurance Agency; Ginsberg, Guren and Merritt; George M. Steinbrenner III.

For the National Junior Tennis League gifts totaling $2,225 from: The George Gund Foundation; The Cleveland-Cliffs Founda tion; Ford Motor Company; The Higbee Company; James D. Ireland; Norman Wain; Lester T. and Edith D. Miller; Sun-America Corporation; Fisher Foods, Inc.; Albert S. Weiss. For the “Phase I-Tooling U p” implemen tation and development of Project Contact gifts totaling $2,000 from: T R W Foundation; Alton W . Whitehouse, Jr.; Lucile and Rob ert H. Gries Charity Fund. For the Summer Campership Program gifts totaling $96,950 from: The George Gund Foundation; Cleveland Automobile ClubOrphans Outing Fund; Thomas H. White Charitable Trust; United Torch Services; Aluminum Company of America; James D. Ireland; Lucile and Robert H. Gries Charity Fund; The Nathan L. Dauby Charity Fund; The Cleveland Foundation. For the Summer Youth Programs gifts totaling $333,500 from: Thomas H. White Charitable Trust; The Louis D. Beaumont Foundation; S. Livingston Mather Charitable Trust; The George Gund Foundation; The Samuel Rosenthal Foundation; the George W . Codrington Charitable Foundation; The Harry K. and Emma R. Fox Charitable Foun dation; Reinberger Foundation; The AHS Foundation; The Cleveland-Cliffs Founda tion; Lucile and Robert H. Gries Charity Fund; The Nathan L. Dauby Charity Fund; Oglebay Norton Company; Tremco Founda tion; The Cleveland Foundation. For the Youth Services Workshop for the Summer Youth Programs gifts totaling $18,370 from: The George Gund Founda tion; The Cleveland Foundation.

Additions to Existing Funds For the George H. and Mary Margaret Angell Fund a gift of $13,114 from The George H. and Mary Margaret Angell Trust. For the Greater Cleveland Bar Fund a gift of $846 from The Greater Cleveland Bar Association. For the John R. Raible Fund a gift of $5,210 from The John R. Raible Foundation, allo cated at the discretion of the 1914 Cleveland Foundation Committee. The gift was granted to The Cleveland Music School Settlement to provide funds for the purchase of equip ment needed to support program activities. For the Donald A. and Jane C. Stark Scholarship Fund a gift of $19,000 from The Donald A. and Jane C. Stark Charitable Trust.

New Fund Established in 1973 Elizabeth C. Eastwood Fund — $5,044 For programs and projects in housing.

Gift from 509(a) (3) Supporting Organization The Sherwick Fund — $17,045 For unrestricted charitable purposes.

Funds and Gifts of the Greater Cleveland Associated Foundation The Sherwick Fund Gift Kent H. and Thelma S. Smith Gift Donald A. and Jane C. Stark Scholarship Fund Gift The Nelson Talbott Foundation Gift The Louis A. Unger Memorial Foundation Fund Summer Youth Programs Fund Businessmen’s Interracial Committee on Community Affairs Fund Commission on Public School Personnel Policies in Ohio Fund

George H. and Mary Margaret Angell Trust Gift Cleveland Advertising Club Fund Elizabeth C. Eastwood Gift Greater Cleveland Bar Fund T. Dixon and Ellen C. Long Gift John R. Raible Foundation Gifts The Reinberger Foundation Gift Kurt C. Seelbach Gift Shaker Heights Children’s Theatre Fund Gift

jes m Greater Cleveland Associated Foundation Year ended December 31, 1973 --- RESTRICTED Combined Funds— Custodian For The Cleveland Foundation

Balance at January 1, 1973 Receipts: Investment income earned Fee income from The Cleveland Foundation Fee income from administered programs Contributions Miscellaneous income Disbursements: Grants Designated programs Administrative expenses Other

Contributions For Designated Programs

$ 67,979

$ 387,032

115,032

748,562

183,011

1,135,594

26.285 911,884

26.285

911,884

156,726

223,710

$156,726

$ 223,710

Transfer of operating funds Balance at December 31, 1973

Balance Sheet Greater Cleveland Associated Foundation December 31, 1973 ASSETS Cash Receivable from The Cleveland Foundation Furniture and equipment Other assets

$706,329 63 351

I 6

176

$775,867

LIA B ILIT IES A N D FU N D BALANCES

— '

Accounts payable Fund balances: Restricted: Combined funds — Custodian for The Cleveland Foundation Contributions for designated programs Other grant funds Administrative operating funds

<55

$156,726 223,710 78,733 157,609

Unrestricted — available for operating purposes

616,778 93,467 $775,867

FUNDSOther Grant Funds

$130,254

Certain Prior GrantsSpecial Fund

$ 25,500

Administrative Operating Funds— 1973

Administrative Operating Funds—

$172,040

$ —0 —

50,599 300,715 16,071 37,250 3,705

60,804 191,058

25.500

112.325

25.500

580,380

1974

UNRESTRICTED OPERATING FUNDS $ 92,002

76,002 76,002

92,002

495,859 1,449 112.325

25.500

84,521 [84,521]

78,733 $ 78,733

$ —0 —

1,449

495,859

$ —0 —

76,002 81,607

90,553 2,914

$157,609

$ 93,467

Giving to The Cleveland Foundation Gifts to The Cleveland Foundation may be made in several ways. A ll gifts, regardless of size, are used for the charitable needs of the Greater Cleveland community. Donors to the Foundation can direct gifts or bequests to specific agencies or institutions or to broad areas of concern, such as educa tion, health and welfare, civic, or cultural affairs. Many donors provide wholly unrestricted gifts, entrusting to the Foundation’s Distribu tion Committee the decisions on how these funds shall be utilized over the years. The unrestricted gift provides important flexibility and allows the Distribution Committee to respond effectively to changing community needs as they emerge. There are three basic ways in which donors may contribute to 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 man aged separately by one of the five banks which serve as Foundation trustees. A d ministrative costs make it most useful only for more sizable gifts. 2. The Combined Fund provides a more economical way of receiving and admin istering gifts of any size. Either large or modest gifts may be received under this plan because the trustee banks combine individual contributions and invest them as a whole. This procedure not only serves to increase the potential for over all investment return, but it also reduces the cost of administering the donor’s gift. The Combined Fund is a popular means for memorializing a deceased friend or member of the family. 3. The Support Organization, under the provision of Section 509(a)(3) of the Internal Revenue Code, as amended, provides a means for private foundations to obtain public charity status. In ac

cordance with these provisions, the Dis tribution Committee of The Cleveland Foundation has defined certain condi tions which must be satisfied. Among these are: (a) the appointment by the Distribution Committee of The Cleve land Foundation of a majority of the trustees of the support organization; (b) twenty percent of the income of the support organization must come directly to The Cleveland Foundation for grantmaking by the Distribution Committee w ith o u t restrictions; an d (c) the 509(a)(3) support organization must make an irrevocable commitment to be come a fund of The Cleveland Founda tion at the end of twenty-five years or at the death of the principal donor (s), whichever event occurs last. Affiliation not only allows the work of the formerly private foundation to continue, but it also provides professional staff assistance, through The Cleveland Foundation, for grant evaluation and administrative services. Whether through a separate trust fund, or through the Combined Fund, an individual gift may be made either as a direct bequest during the donor’s lifetime, or it may be established in the donor’s W ill. Foundation staff is always available to provide informa tion in response to specific donor inquiries about the alternative methods of giving to the Foundation and about the donor’s specific philanthropic objectives. It is suggested that any individual desiring to make a gift to The Cleveland Foundation confer with an attorney, financial advisor, or the trust officer of one of the five participat ing trustee banks— Central National Bank of Cleveland, The Cleveland Trust Company, National City Bank, Society National Bank of Cleveland, or Union Commerce Bank.

Suggested Forms for Gifts or Bequests to The Cleveland Foundation by Will or Trust Agreement Gift 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 National City B ank............................................................................................ June 11, 1934 Society National Bank of Cleveland.................................................................. January 22, 1960 Union Commerce B an k ..................................................................................... 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 National City B ank.................................................................................................... August 9, 1943 Society National Bank of Cleveland..........................................................................April 15, 1960 Union Commerce B ank.............................................................................................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 th e ............................................................. (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 participating 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.

)taff-1973 James A. Norton, President and Director* Barbara H. Rawson, Assistant Director â&#x20AC;&#x201D; Program41 John B. Olsen, Assistant Director â&#x20AC;&#x201D; Administration Thomas A. Albert, Foundation Associate Timothy D. Armbruster, Foundation Associate Anne F. Coughlin, Foundation Associate Roland H. Johnson, Foundation Associate Muriel H. Jones, Manager, Office Services Henry J. Kubach, Accountant Jane F. Reisinger, Accountant Robert F. Risberg, Manager, Financial Services Joan M. Wood, Foundation Associate Editor, Annual Report

Staff Consultants G. Brooks Earnest #Resigned, June 1 , 1973. **Interim Director, June 1, 1973 to February 1 , 1974.

Further specific information about The Cleveland Foundation’s and the Greater Cleveland Associated Foundation’s policies, programs, and grantmaking procedures may be secured from the Foundations.

THE CLEVELAND FOUNDATION G R EA T ER CLEVELAND ASSOCIATED FOUNDATION F o und a tio n Center 700 N ational City B ank B u ild in g Cleveland, O hio 44114 Telephone: (216) 861-3810

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