Cleveland Foundation – 1974 Annual Report

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THE CLEVELAND FOUNDATION The Cleveland Foundation, the nation's oldest and largest com m unity foundation, was estab­ lished in 1914 to provide a mechanism through w hich any donor might make a gift or bequest of any size, certain that changing needs w ill not make that gift obsolete. There are now 216 separate trust funds in the Foundation plus a Combined Fund for the in­ vestment of smaller gifts. The five trustee banks of The Cleveland Foundation safeguard and in­ vest the funds which are allocated several times each year by an 11-member Distribution Com­ mittee. This c o m m itte e , assisted by a profes­ sional staff, distributes the funds in ways both consistent w ith donor wishes and in tune with contemporary philanthropic opportunities. Some donors designate specific organizations to receive the gifts, others lim it gifts to broader areas of c o n c e rn such as e d u c a tio n , health, social services, civic or c u ltu ra l affairs. Many donors give w holly unrestricted gifts which pro­ vide im portant flexibility in allowing the Distri­ b u tio n C o m m itte e to respond effectively to changing com m unity needs as they emerge. The Cleveland Foundation received on De­

cember 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.

GREATER CLEVELAND ASSOCIATED FOUNDATION The Greater Cleveland Associated Foundation was established in 1961 to strengthen philan­ thropic con ce rn w ith c o n te m p o r a r y urban problems and to increase cooperation among charitable organizations. M ajor funding came from the Ford Foundation and the Leonard C. Hanna, Jr. Associated Foundation Trust during the first 10 years. Since 1971 GCAF has served primarily as the administrative arm of The Cleveland Founda­ tion. It also is a conduit for miscellaneous gifts. The Greater Cleveland Associated Foundation is classified as a public charity under the pro­ visions of the Internal Revenue Code of 1954 as amended. The members of the Distribution Committee of The Cleveland Foundation also serve as the Board of Trustees o f the G reater C leveland Associated Foundation.


The Chairman's L e t t e r .................................................................. 2 Staff Notes ..................................................................................... 3

TABLE OF CONTENTS

The Director's R e p o r t .................................................................. 4 Grant Summary ........................................................................... 6 1974 Report on Grants Health

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Education ........................................................................................ 17 Cultural A ffa ir s ................................................................................25 Civic Affairs .................................................................................... 33 Social Services ................................................................................39 Special Philanthropic Services ....................................................47 The Distribution Committee and Trustees Committee . . . .48 Financial Report

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THE CLEVELAND FOUNDATION Trust Fund Growth ....................................................................... 50 Trust Fund Listing ......................................................................... 52 The Sherwick Fund ....................................................................... 54 Combined Fund Growth

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Combined Fund Listing ...............................................................56 Statement of Changes in Fund Balances.....................................58 Statement of Assets and Fund Balances ...................................60 GREATER CLEVELAND ASSOCIATED FOUNDATION Financial Report, Fund and Gift L is tin g ..................................... 61 Statement of Changes in Fund B a lan ces...................................62 Balance S h e e t.................................................................................. 63 Giving to The Cleveland Foundation ....................................... 64


THE CHAIRMAN’S LETTER The year 1974 was marked by reassessment and self renewal for The Cleveland Foundation. It was a logical time for taking stock and planning ahead, for our new director assumed his respon­ sibilities early in the year and the Distribution Committee was eager to address the challenges of changing times. Those o f us w ho participate actively in the life of the com m unity became acutely aware during the year of the increasingly significant role of The Cleveland Foundation in helping local insti­ tutions meet the needs of the m om ent and de­ fine the possibilities of the future. Even in the best of times this process is a delicate and pains­ taking one. It is even more complex in an urban com munity beset by the economic difficulties of recent months. The D is tr ib u tio n C o m m itte e and staff de­ voted long hours together, including a two-day retreat in September, assessing the Foundation's effort over the last five years and charting the course it might pursue for the next five. We dis­ cussed major issues of com m unity and national concern, identified likely areas of future prob­ lems and established priorities for the period ahead. There was a good deal of sentiment expressed that we concentrate our efforts into fewer grants of larger amounts, and aimed at maximum im ­ pact for the com munity as a whole. The new sense of direction was reflected in some of the grants made in 1974 as the Distribu­ tion Committee authorized more than $8 m il­ lion for philanthropic projects in the areas of civic and cultural affairs, education, health and social services. This was particularly so in the grants initiating the Cancer Center, Inc., sup­ porting long-range planning at Cuyahoga Com­ munity College, and fostering several important projects for rehabilitating residential neighbor­

hoods of the city as well as breathing new life into the dow ntow n area. Several of these projects were initiated by the staff o f the Foundation rather than w ithin the institutions themselves, and we expect more of this to happen in the future. That The Cleveland Foundation can provide such service is a tribute to the vision and gener­ osity of those persons who have donated money to the Foundation over the last 60 years. These benefactors were interested in improving the quality of life for the entire com m unity and in m e e tin g the special needs o f its in d iv id u a l citizens. New trust funds continue to become available to The Cleveland Foundation each year. In 1974 more than $5 million in such funds were added to the Foundation's assets. One of the great values of a com munity foun­ dation is that it can maximize the gifts of many diverse donors by bringing together the exper­ tise of competent staff, and at a very modest cost considering the volume of grants distrib­ uted and trust funds administered. In 1974 the administrative costs were only 6 percent of the grants made by the Foundation. W e w e lc o m e the several a d d itio n s to the professional staff w h o b rin g im p o r t a n t new strengths, filling vacancies left by retirement and those who have moved on to new opportunities. On a personal note, w e - h i s colleagues and frie n d s - w e r e deeply saddened at the loss of Dr. Kenneth W. Clement. As a member of the Distribution Committee and a leading citizen of the community, his friendship and counsel were highly valued. His contribution w ill be sorely missed. I also wish to express my gratitude to my fel­ low members of the Distribution Committee for the diligence and wisdom they bring to the

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Foundation's w o rk and the appreciation of all of us to our three members who retired from t h e c o m m i t t e e in 1 9 7 4 —R a y m o n d Q. Arm ington, my predecessor as chairman, Elmer L. Lindseth and G. Jack Tankersley. W e w e lc o m e o u r new b oa rd m em bers, George B. Chapman, Jr., president of Chapman and Chapman, Inc.; Mrs. Drue King, Jr., chair­ man of the board of the Y.W.C.A.; and Walter O. Spencer, p re s id e n t o f S h e rw in -W illia m s Company.

H. Stuart Harrison

STAFF NOTES

The w o rk of a com m unity foundation is carried out by people trained for their w ork and usually with bro a d e xp e rie n c e in com m unity affairs. The C le v e la n d F o u n d a tio n has been blessed w ith highly competent staff leadership through­ out its 60-year history. Two key staff members completed im portant periods of service in 1974 - M r s . Barbara Rawson, assistant d ir e c t o r for 3

program and interim director, and Mrs. Joan Wood, foundation associate. Mrs. Rawson will serve as a consultant to the Foundation in future years, thus assuring access to her great wealth of knowledge of foundation operations and Cleve­ land conditions. Mrs. W ood has left the com ­ munity in view of the transfer of her husband to another city. She will be greatly missed. Two important changes in staff assignments and three new appointments to staff were made in 1974. Timothy Armbruster was moved to the position of foundation associate in charge of ad­ ministration and personnel. Mrs. Anne Coughlin was assigned the important taskof providingservices to various private foundations in the area. The new staff appointments were as follows: Richard F. Tompkins, foundation associate for education and with special responsibilities as well in the health area; Steven A. Minter, foun­ dation associate for civic affairs and social ser­ vices, and Patricia Jansen D o yle, foundation associate for cultural affairs and principal staff aide in producing the Foundation's publications. Tompkins comes to o u r staff fro m Harvard, Minter from the position of commissioner of public welfare for Massachusetts, and Doyle from the public television station in Kansas City where she was director of programming. Mrs. Doyle served prior to this assignment as educa­ tion editor of The Kansas C it y Star. The changes in staff assignment and additions made to staff add greatly to the Foundation's ability to serve well the Cleveland community.


DIRECTOR’S REPORT The foundations of America are on trial. Their right to exist- derives from generous provisions of the tax l a w - n p t so generous as once they were but still sufficient to perm it private citizens and the organizations they create to serve the public interest through private and non-govern­ mental effort. The tax law gives each of us this privilege be­ cause there is solid evidence to support the view that more money and more effort w ill be d i­ rected to w a rd s desira b le ends th ro u g h this device than w ould be the case if the charitable deduction were e lim in a te d and g o v e rn m e n t took over all responsibility for meetingoursocial and educational and cultural needs. This is a case that must be proven to the satisfaction of each generation. It is the heart of the case for pluralism - a case that deserves every chance to prove itself before it is either abandoned or so altered by legislative action that little incentive for private effort remains. The main testing ground for pluralism is likely to be in our cities, and especially in those cities that have developed com m unity foundations. The desperate plight of our urban areas and the threat of extinction that hangs over many of our private in s titu tio n s are matters o f c o m m o n knowledge and concern. Can pools of money in private hands, to g e th e r w ith the c o m m itte d m anpower associated with such money, make any difference in our response to the problems that beset us? The major battleground for this challenge may well be Cleveland. This is because The Cleveland Foundation is the oldest com munity foundation in America. It is also because The Cleveland Foundation has significant resources as well as a rich tradition of com m unity service. The sum of the matter is clear: if The Cleveland Founda­ tion cannot play a significant role in building the

Cleveland of to m o rro w it is unlikely that the foundation idea w ill long endure. This is the price of leadership in the field. The Distribution Committee and the staff of The Cleveland Foundation devoted a good deal of time during 1974 to a review of past achivements and to a calculation of the role that it should seek to play in the years ahead. Those w ho have so generously given to the Foundation over the past 60 years did so out of a realization that every generation must come up with its own solutions to current problems. Thus, about 70 percent of the funds available to the Foundation each year require the exercise of varying degrees of discretionary judgment by the Distribution C o m m itte e - a degree o f d is c re tio n u n iq u e among American com munity foundations, and involving far more money available in this fash­ ion than in any other com munity foundation in the nation. The judicious use of such money, with appropriate regard for designated funds that are directed towards the vital services of our established institutions, gives us ample o p p o r­ tunity to be of constructive service. O ur studies indicate that we w ill control the spending of about $45 million at current prices over the next five years. Should we spend this sum in the same way we did over the past five years? We do not think so, even though it is not very easy to be specific about how our fund dis­ tribution w ill come out, and this because we cannot guarantee equal q u a lity among appli­ cants in all fields. No matter how much money a foundation has it is still engaged in marginal support for the services needed, and is more often engaged in rewarding talent wherever it can be found than in meeting total community needs in any field of endeavor. Nonetheless,$45 million is a tidysum tospend over a five-year period, and espe cially if one

takes into account the normal m ultiplie r effect that investments of the sort we make are likely to have. It is important, therefore, to construct guidelines that represent a reasonable calcula­ tion of what we w ould like to do, given our pref­ erence and based upon our sense of the current situation in Cleveland. We think we should spend more in 1975 than in 1974 even though it is likely that our income w ill be somewhat less this year than last. It is com forting to have in c o m e assets that make such action possible. In any case, a charitable corporation o u g h t to be p re p a re d to make a maximum effort when business conditions are poor and many people and many institutions are hardpressed by such circumstances. We think that we may spend less money in areas where government is now the main sup­ plier o f m o n e y and program s, and perhaps a little more money in fields where government activity is either slight or non-existent or inap­ propriate. There are many such areas, and we shall be prepared to look closely for such pos­ sibilities in the fields of education and the arts and in civic affairs. It is likely that we shall ex­ plore a number of areas where jo in t effort by government and private citizens is required to deal effectively w ith the problems involved,as in the case of reconstructing neighborhoods show­ ing significant signs of deterioration, or in the rearrangement of the physical appearance and effective service operations of the central city. It is our judgm ent that we shall have to w ork towards a balance of program effort, pointed to­ wards originating significant parts of our w ork within the Distribution Committee and the staff as well as responding to project applications submitted by the many agencies and institutions that serve the C le ve la n d area. It is w ith this thought in mind that we have engaged staff 4


people w ith national reputations of distinction in their respective fields. It is also a major con­ sideration in our current effort to assess the re­ search capability of local agencies with a view towards either strengthening such agencies or creating a new service vital to our w ork and the w o rk of others. It is rather clear to us that we need appropriate ways to measure objectively our relative needs and to assess the results of in­ vestment of funds and effort in any area chosen for support. The Distribution Committee has asked that we step up our efforts to evaluate the results of all grants made. This is being done in tw o main ways. First, we are now requiring of all grantees that they submit quarterly reports setting forth the required financial information together with brief recaps of program development. Second, in programs of size involving grants in excess of $50,000 per year, w e are p r o v id in g sufficient amounts over and above the grants issued to secure consultant assistance to aid the grantee in carrying out his purpose and to give us objec­ tive review of progress made. For a good many years the staff of The Cleve­ land Foundation has met informally with repre­ sentatives of the many private foundations in the Greater Cleveland area. These efforts have been so productive that a staff member at The Cleve­ land Foundation now is devoting full time to ser­ vices of importance to our sister foundations in the area. All other staff members w ill be avail­ able to assist in this operation, as w ill staff re­ ports and evaluations on current programs. We also intend to sponsor regularly scheduled meet­ ings and to produce publications that w ill deal w ith the general interests of all of the founda­ tions in this area. The logic behind this decision is simply that all foundations need some sort of staff service, 5

that good performance across the board pro­ motes the foundation idea about as well as any­ thing could, and that our times require the most efficient and e c o n o m ic a l use o f the lim ite d funds available for foundation use. We are con­ fident that this effort will produce important results. There will be regional problems of large pro­ portion in the future as in the past that w ill re­ quire jo in t effort by many foundations to open up effective means to cope with them. One such current effort is the w ork of the Cancer Center, Inc. As the report that follows w ill indicate, our grant of $250,000 to this agency was predicated upon matching support from other foundations in the region. The fact that this has now been oversubscribed makes us very confident that the large objectives outlined for this program by its sponsors can be achieved and that a success in this program w ill be a significant milestone of progress for the area.

Homer C. Wadsworth


------------$1,844,336 21.50%

$921,713 10.74%

$2,133,472 24.86%

$2,181,785 25.43%

$973,085 11.34%

ED U C A TIO N

CULTURAL AFFAIRS

HEALTH

SOCIAL SERVICES

C IV IC AFFAIRS

• A d m in is tra tiv e expenses in 1974 represented 6.06% o f total grants a u th o riz e d by The C leveland Foundation

TOTAL GRANTS $8,580,465 THE CLEVELAND F O U N D A T IO N SU M M A R Y OF GRANTS A U TH O R IZE D - 1974

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~1 $526,074 6.13%

SPECIAL PHILANTHROPIC PURPOSES


HEALTH


HEALTH Cleveland is a major w o rld center for research and teaching in many fields of medicine and a w idely respected com m unity for treatment of some of the major maladies of mankind. It pos­ sesses a great medical school, a highly esteemed public hospital, fine com m unity hospitals and clinics, and a good supply of medical and dental personnel of excellent caliber. If there is much evidence of uneven distribution of medical ser­ vices, it is clear that this is but the local aspect of a n a tio n a l p r o b le m n o w receiving major attention. The C le ve la n d F o u n d a tio n has been espe­ cially sensitive to the importance of finding ways to bring together the substantial resources of the Northeast O hio area to advance research pro­ grams and to develop systematic ways of deliv­ ering medical services as needed. This has led to support of the w ork of the Cancer Center, Inc., and to review of the potentialities in other med­ ical areas. The Foundation also has been aware of the shortage of medical personnel in the minority population and the dearth of clinical facilities in many of the poorer neighborhoods of the city. These considerations have led to the large pro­ gram of scholarships for m inority students at the Case W estern Reserve U n iv e rs ity School of Medicine and the experimental medical service delivery program of the Glenville Health Asso­ ciation. In 1974 The Cleveland Foundation contrib­ uted a total of $2,133,472 for health.

THE CANCER CENTER, INC. The effort to make Cleveland the home of one of the major comprehensive cancer centers in the United States was given a major boost for­ ward in 1974 by a $250,000 challenge grant from The Cleveland Foundation. The grant precipitated a remarkable outpour­ ing o f c o o p e r a tio n throughout Northeastern O hio as matching funds were quickly oversub­ scribed by fo u n d a tio n s and in d iv id u a ls from A k r o n , C anton and Y o u n g s to w n as w e ll as Cleveland. The half m illion dollars thus generated en­ abled the Cancer Center, Inc., to begin its opera­ tions in late 1974. The center had been founded t w o years e a rlie r by tw o in te r n a tio n a lly re­ nowned institutions, the Cleveland Clinic and Case W estern Reserve U n iv e rs ity School of Medicine, but had existed only on paper as it sought federal funding as one of some 15 com­ prehensive cancer centers being designated by the National Cancer Institute. Twelve such cen­ ters have been designated to date. Six months after The Cleveland Foundation made its grant the National Cancer Advisory Board recommended approval for the Cleve­ land effort. This is the last major hurdle before approval by NCI. Nine months after the grant the governor of O hio announced his com mitm ent to construct $35 m illion in cancer research and treatment facilities should the voters approve his bond package. The Cancer Center has moved forward with the em ployment of a distinguished director and key p e rso n n e l, and is i n i t i a t i n g im p o r ta n t services. It has opened a Cancer Information Service. Its toll-free telephone lines are being used by patients and their families to learn about such n o n -m e d ic a l services as m e a ls -o n -w h e e ls , 8


hospital equipm ent and n ursin g h om e care. They also are serving as a consultation network for physicians, nurses, social workers and phys­ ical therapists. The C ancer C e nte r is e s ta b lish in g an ex­ tremely im portant tum or registry which within tw o years w ill contain data on 90 percent of the cancer patients hospitalized in the 12 counties surrounding Cleveland. The information w ill be correlated w ith other data already being gath­ ered by 58 hospitals in conjunction with Blue Cross of Northeast Ohio, thereby permitting a study of diseases influencing cancer. The center also w ill m onitor occurrences of cancer related to environmental and occupational conditions. The overall research and retrieval system w ill be a pioneering effort for the nation for, although several states already have centralized tumor registries, none other plugs into such com pre­ hensive data. The best strategy againstdisease is prevention. Since this is often not possible in cancer, early diagnosis is the next best step. The Cancer Cen­ ter, therefore, is establishing core laboratories for early detection of the disease and its recur­ rence. One laboratory is using a new test which mea­ sures substance in cancer tissue in women with recurring breast cancer, enabling physicians to prescribe the most effective treatment for con­ trolling further spread of the disease. Another measures protein in blood to detect recurrences of cancer in the colon and pancreas,a test which must be administered at frequent intervals to catch recurrences early enough to prolong life. The center hopes to develop a test for identify­ ing those smokers most susceptible to lung can­ cer, the most widespread cancer killer in men. Negotiations are underway with NASA for use of the huge cyclotron in its research installation 9

near the Cleveland Hopkins Airport. This atomic machinery produces a form of radiation which has substantial advantages in particular cancer cases. This new radiation therapy would attract cancer patients from Pittsburgh to Detroit, for treatment using a cyclotron is now availableonly in London and three lo ca tio n s in the United States - Washington, D.C., near Houston and in the state of Washington. The Cancer Center is sharing the cost of plac­ ing a nurse w ith university training in care of cancer patients in each of three hospitals. W ith a grant from the Junior League of Cleve­ land, the center is making an inventory of all community resources availa ble to cancer pa­ tients and their families. This data will be used not only for referrals but as the touch stone for coordinating agencies into a more workable and useful system within each community. The center also plans to develop intensive cancer care facilities within core hospitals; re­ habilitation and retraining programs, w ith the help of industry, for patients who have paid for their cures with mutilations, loss of limbs, colos­ tomies and tracheostomies; continuing and ter­ minal care for families burdened with a dying cancer patient, and educational programs for both the m edical profession and the general public. Cancer is the second cause of death in the United States and probably, because of its long course, the most expensive. Yet more than half the patients with cancer today are curable if given early diagnosis and adequate treatment. The massive growth of knowledge, drugs and techniques make it possible to instill new and more hopeful attitudes about cancer. The development of a major cancer center in Cleveland is of enormous importance in the humanitarian terms of lives saved and suffering


HEALTH alleviated. It is of great economic importance as well. Once the comprehensive cancer center is designated, it w ill result in a substantial and continuing buildup of federal funds as well as expanded local and regional support. It w ill gen­ erate new construction and new jobs. W ithin a few years it could reach an annual operating level of $6 to $10 m illion in providing cancer research, patient care and education through­ out an O hio region of 4 m illion people. The Cleveland Foundation regards its contri­ bution towards this development as one of its most significant endeavors during 1974. INNER-CITY HEALTH CLINIC In the inner city where medical treatment often is dispensed too little too late at the emergency room door, e x p e rtly tra in e d person nel have opened an innovative group practice aimed at giving comprehensive health care with human understanding. The clinic is operated by the non-profit Glen­ ville H ealth A sso cia tio n in a p r e d o m in a n tly black Cleveland community where poverty and the scarcity of medical services have contributed to a disturbingly high early death rate. It is an important experiment nationally. It is being watched as a model for organizing med­ ical care on an equitable basis for everyone once national health insurance comes into be­ ing. It is based on the belief that there cannot be one level of care for the poor and another level of care for those who can afford to pay for it. There can be only one level of caregood care. The Glenville experiment follows the prem­ ise that good medical care in the future w ill be through an interdisciplinary team approach in which medical personnel administer to the total needs of the family, including preventive medi­

cine. It recognizes that the physician manpower shortage and the increasing sophistication of diagnosis and treatment can best be met by shifting some responsibility for primary care to le sser-tra in e d p e rso n n e l, such as nurses ele­ vated to physicians' assistants, while reserving the more c o m p le xp ro b le m sfo rth e more highlytrained physician. It also demonstrates that neighborhood con­ sumers, medical personnel and established in­ stitutions can w o r k to g e th e r to create a new com m unity service. Its most significant linkage is to the distinguished School of Medicine at Case Western Reserve University. The clinic's key staff hold medical school appointments and the clinic provides exposure to patient care for advanced medical students. The new medical and dental group practice is the culmination of several years of planning under the designation of Project M IG H T -M o v e ment for Improved Glenville Health Today. It has been supported from the outset by The Cleve­ land Foundation which has granted $261,755 over a four-year period. In 1971 the Foundation joined w ith the M etropolitan Health Planning Corporation in giving $16,755 each for employ­ ment of a program developer; in 1972 a grant of $25,000 for planning and development; in 1973 a grant of $100,000 for the ambulatory patient care center, and in 1974 a grant of $120,000 for dental services and dental training. The grants have had a m ultiplier effect, helping generate nearly $700,000 in additional funds from ap­ proximately 50 foundations, corporations and institutions as well as a number of individuals. C h ie f am ong these w e re $400,000 from the Robert W ood Johnson Foundation, the major n a tio n a l fo u n d a tio n in the hea lth field, and $90,000 f o r capita l im p ro v e m e n ts from the Cleveland Comm unity Health Network, a fed­

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erally spon so re d p r o je c t to d e liv e r p re p a id health care to a target population. Prior to selection of the site, studies revealed that nearly half the 78,000 people living in Glenville w e re e ith e r u n e m p lo y e d o r among the working poor but that 70 percent could pay for health care through government assistance, private insurance or out-of-pocket funds. But there was little medical service to draw upon, either public or private. There was only one doctor for each 5,246 residents (compared with one for each 885 in Cuyahoga County as a whole) and only one dentist. The Glenville Health Association narrowed its target to 20 square blocks housing 6,000 per­ sons. A few weeks before the new clinic opened, medical students surveyed door-to-door 1,500 of these residents, ascertaining needs and ex­ plaining the new service. The clinic opened in November, 1974 with a staff of 21 persons, all salaried. They include three types of medical providers - two doctors, two nurse practitioners and two and one-half dentists. S u p p o rt perso n n e l include a family health worker, com m unity aides, a laboratory technologist and administrative personnel. All are inculcated w ith the clinic's credo: To Under­ stand. To Prevent. To Cure. Located on a busy thoroughfare, the Glenville Health f a c ilit y is a b r ig h t c h e e rfu l one-story structure giving no hint of its form er existence as a decaying warehouse and automobile show­ room. From the moment patients enter the door they are aware something is different. The w a it­ ing room is small. Missing are the long lines and long waits so destructive of the patient's time, income, and spirit at many public hos­ pitals and even some of the most prestigious private offices. The clinic adhers to an appoint­ ment schedule, accepting nothing but emergen­

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cies at the door and rescheduling to another day anyone w ho shows up more than 15 m in­ utes late. Opposite the adult waiting room is a com ­ panion room for children which is filled with sturdy wooden toys that teach while they amuse. Patients m ove q u ic k ly th ro u g h a series of rooms where their weight, blood pressure and histories are taken by ancillary personnel away from the public eye. In the medical area they may choose their primary care provider from among an internist, a pediatrician and the two nurse practitioners teamed with these doctors. All four take turns making hospital rounds and house calls. Many laboratory tests are run on the prem­ ises, prescriptions transmitted by telecopier to a pharmacy a block away, and appointments computerized through a hookup with the medi­ cal school at Case Western Reserve. Ultimately, the clinic plans to computerize patient records. The medical p ro vid e rs are c o n ce rn e d with more than tre a tin g the flu or s titc h in g up a wound. They are constantly alert to such com ­ munity problems as lead poisoning, hyperten­ sion and sickle cell anemia. When warranted they refer patients to the seven specialists who spend a few hours a week at the clinic on an appointment basis. The clinic plans to organize clubs where over­ weight persons can learn menu planning and exercise, expectant and new parents can learn how to foster health in their children, and fam i­ lies with sickle cell anemia can learn how best to cope w ith this major killer of blacks. The clinic is responding to other needs as well, such as its decision to remain open two nights a week so those who w ork will not lose income going to the doctor's office. W hile it is too early to know the impact of the


HEALTH operation, it has met w ith enthusiasm by both pa­ tients and staff. But the project has developed slowly. In the first four months the clinic at­ tracted only 450 patients toward its first-year goal of 1,600 in both medicine and dentistry. Because of construction delays the dental facil­ ity had not yet opened, resulting in a loss of pro­ jected income w h ile d ra in in g fun d s for the dentists already on the payroll. Furthermore, more than half the patients have come from o u t­ side Glenville. Members of the Board of the Glenville H ealth A s s o c ia tio n , therefore, have been spurred into action, inviting area ministers to the clinic and taking the story to neighbor­ hood groups. W hile committed to providing free care to those who cannot pay, the clinic has attracted a large percentage who do meet the chargesflat fees based on the average charged by private physicians in eastern Cleveland. Medicaid is projected to pay for 46 percent of the Glenville residents. The clinic also is re­ ceiving funds for the staff calls made twice a week to an area nursing home and in the spring of 1975 was enrolling up to 1,000 patients from the pre-paid O hio Group Health Plan of N orth­ east Ohio, f o r m e r ly k n o w n as the Cleveland Comm unity Health Network. The early experience indicates that such an inner-city health p ro je c t, while ultimately ex­ pecting to be self supporting, needs consider­ able philanthropic funding through its planning, development and early operational stages. EXTREMITY REPLANTATION The C leveland F o u n d a tio n made grants to MountSinai and Metropolitan General hospitals for equipment for extremity replantation, a rel­ atively new surgical procedure of great im por­ tance to a c c id e n t v ic tim s and patients w ith

marring diseases. A team of specially trained surgeons and sup­ port personnel in recent months have success­ fully reattached a thumb cut off by a home table saw, transferred a free flap of skin and tissue from the groin to the leg of a burn victim, and reconstructed nerves in the face of a child from which a cancerous tum or had been removed. They expect to use the procedure extensively with victims of auto accidents, gunshot wounds and industrial mishaps. The g rant has e n a ble d the purchase o f a triple-headed o p e ra tin g m ic ro s c o p e at each hospital. The microscopes are being used for operations in v o lv in g structures too small for w o rk w ith the naked eye, such as connecting and replacing nerve strands thinner than human hair and b lo o d vessels as n a rro w as sewing thread. The grant also is being used to purchase operating loupes - microscopes worn around a surgeon's head - and other operating supplies. The extremity replantation team is using the equipment to train all residents in plastic sur­ gery at the two hospitals as well as other resi­ dents, doctors and medical students interested in this new procedure. The equipm ent also is facilitating research in the animal laboratories. REGIONAL GENETICS CENTER The development of a regional genetics center to help protect infants from birth defects, men­ tal retardation and other developmental disabil­ ities was supported by a $164,600 grant to Case Western Reserve School of Medicine. The grant funded additional research staff and equipm ent for diagnostic laboratories at M etropolitan Gen­ eral and University hospitals. The regional center represents an important step toward creation of a statewide diagnostic and c o u n s e lin g pro g ra m w h ic h c o u ld spare

12


many O hio families the tragedy of an abnormal child. The University Genetic Clinic has joined with parallel centers at O hio State University in Columbus and the University of Cincinnati in seeking state aid to make the program available to all Ohioans w ho need it. Although such diagnostic testing is expensive, well beyond the reach of most people w ith out subsidy, it can represent a savings to society. Every dollar spent for the screening and treat足 ment of a child afflicted with phenylketonuria, for example, results in a savings of between $100 and $250 for the state and family. W ith The Cleveland Foundation's grant, the University Genetic Clinic was able to im m edi足 ately increase its services to Northeastern Ohio. In 1974 it saw 400 patients, 250 of whom were diagnosed as having disorders of ageneticorigin. W hile most patients were infants and children, the group included 50 expectant mothers, all fearful they w ould give birth to abnormal babies. Laboratory tests p ro ve d th a t o n ly one had a problem which could not be ameliorated by treatment. Laboratory tests, therefore, become the basis for precise diagnosis leading to the prevention of genetic disease in three ways: (1) counseling of parents about family planning; (2) early diag足 nosis of infants in high risk families and treat足 ment w ith special diets, vitamin supplements and other measures to ameliorate or cure the disease process, and (3) by antenatal diagnosis of genetic disease. Thus far most of the families who have come to the regional center in Cleveland have been m iddle and upper middle class, educated and alert to the newer trends in medicine. The clinic sees a need to inform physicians, other health professionals and medical students about the recent strides in genetic medicine so that the 13

services can become better known and available to all segments of society.


HEALTH GRANTS THE CLEVELAND FOUNDATION THE CANCER CENTER, INC. Toward development of a regional cancer c e n t e r ...........................................................................................................................................................

$ 250,000

CASE WESTERN RESERVE UNIVERSITY for the School of Medicine Research on “ Regression of Myocardial Hypertrophy of Various Origins at Various Ages” ..................................................................................... Program in division of geographic medicine payable over three y e a r s ........................................................................................................................ Partial staff support for division of child psychiatry........................................................................................................................................................... Support of a diagnostic laboratory in genetics payable over two y e a r s ........................................................................................................................

14,671 30,000 60,000 164,600

CLEVELAND METROPOLITAN GENERAL HOSPITAL Expansion of Learning Disabilities Clinic payable over three yea rs.................................................................................................................................. Equipment for extremity replantation and for training young physicians in replantation te c h n iq u e s ......................................................................

75,000 17,500

FAIRVIEW GENERAL HOSPITAL Toward development of neonatal intensive care units payable over three y e a r s .........................................................................................................

145,000

GLENVILLE HEALTH ASSOCIATION Dental services delivery and dental student training program payable over two y e a r s ...............................................................................................

120,000

GREATER CLEVELAND ASSOCIATED FOUNDATION High risk pregnancy care program in regional network of community h o s p i t a l s .................................................................................................... Study to determine feasibility of transferring the nursing education program of St. John’s College to Ursuline College or, if study is not made, for nursing s c h o la r s h ip s .............................................................................................................................

200,000 13,278

THE GREATER CLEVELAND HOSPITAL ASSOCIATION Provide eyeglasses, appliances and dentures for needy patients.................................................................................................................................

15,000

HEALTH HILL HOSPITAL FOR CHILDREN Second-year support of program for abused children and their fam ilies.......................................................................................................................

80,965

MT. SINAI HOSPITAL OF CLEVELAND Continued support of Halle Chair of Medicine through 1979 ........................................................................................................................................... Equipment for extremity replantation and for training young physicians in replantation techniques.....................................................................

175,000 17,500

OHIO COLLEGE OF PODIATRIC MEDICINE Toward the purchase and renovation of new facility payable over five y e a r s .............................................................................................................

50,000

ST. VINCENT CHARITY HOSPITAL Toward capital campaign payable over three years..........................................................................................................................................................

63,000

UNIVERSITY HOSPITALS OF CLEVELAND Projects in clinical pharmacology and cardiology payable over two y e a r s ..................................................................................................................

30,000

YOUNG MEN’S CHRISTIAN ASSOCIATION OF LAKE COUNTY Expansion of community relations program........................................................................................................................................................................

10,993

Total Health Programs — Undesignated.............................................................................................................................................................................

$1,532,507

14


(Following recipients and programs designated by donor) AMERICAN HEART ASSOCIATION Toward support of heart research p r o g r a m .......................................

$

26

BELLEVUE HOSPITAL, BELLEVUE, OHIO Toward general s u p p o r t ..........................................................................

2.300

CASE WESTERN RESERVE UNIVERSITY for the School of Medicine Toward support of cancer r e s e a r c h ...................................................... Toward support of outpatient clinic for d is p e n s a ry .............................. Toward support of medical research and general support.................... Toward support of research in diseases of the e y e .............................

11,078 32,239 18,000 17,200

CLEVELAND CLINIC Toward support of research in diseases of the e y e .............................

8,600

CLEVELAND HEALTH MUSEUM General s u p p o r t .........................................................................................

1,797

CUYAHOGA COUNTY HOSPITAL FOUNDATION, INC. General s u p p o r t ......................................................................................... Cleveland Metropolitan General Hospital nurse a w a rd ........................

1.982 452

ELYRIA MEMORIAL HOSPITAL Support for William H. Gates b e d ...........................................................

1.300

EVANGELICAL DEACONESS HOSPITAL General s u p p o r t .........................................................................................

1.982

FAIRVIEW GENERAL HOSPITAL General s u p p o r t ......................................................................................... Support for Christiana Perren Soyer b e d ................................................. Purchase of e q u i p m e n t ..........................................................................

1.982 600 46.000

GRACE HOSPITAL Purchase of e q u i p m e n t ..........................................................................

23.000

HEALTH FUND OF GREATER CLEVELAND Operating s u p p o r t ....................................................................................

436

HEALTH HILL HOSPITAL FOR CONVALESCENT CHILDREN General s u p p o r t.........................................................................................

1.982

HIGHLAND VIEW HOSPITAL Support of employees’ Christmas f u n d .................................................

689

15


HEALTH HURON ROAD HOSPITAL General s u p p o r t ................................................................................

6,265

LAKESIDE HOSPITAL General s u p p o r t ................................................................................

6,433

LUTHERAN HOSPITAL Conference t r a v e l ........................................................................... Nurse a w a r d ......................................................................................

200 1,454

RAINBOW HOSPITAL Purchase of equipment or s u p p l i e s ............................................. General s u p p o r t ................................................................................

875 1.982

ST. ANN’S FOUNDATION General s u p p o r t ................................................................................

1.982

ST. JOHN’S HOSPITAL General s u p p o r t ................................................................................

6,433

ST. VINCENT CHARITY HOSPITAL Aid to alcoholics and indigent s i c k ............................................. Support for Elizabeth Boersig Soyer b e d ................................... General s u p p o r t ...............................................................................

600 4,301

SHRINERS HOSPITAL FOR CRIPPLED CHILDREN General s u p p o r t...............................................................................

5,750

TUBERCULOSIS & RESPIRATORY DISEASES ASSOCIATION General s u p p o r t...............................................................................

1,253

UNIVERSITY HOSPITALS OF CLEVELAND General support for MacDonald H o u s e ........................................ Support for Henry L. Sanford Memorial bed at Lakeside Hospital General support for Lakeside H o s p i t a l......................... General s u p p o r t................................................................. Support of urological or vascular research.................... Conference t r a v e l ............................................................

1,100

4,800 875 335,607 8,602 39,500 1,308

Total Health Programs — Designated..............................

$ 600,965

Total Health Programs — Designated and Undesignated

$2,133,472

HEALTH GRANTS GREATER CLEVELAND ASSOCIATED FOUNDATION ST, VINCENT CHARITY HOSPITAL Capital c a m p a i g n ....................................................................................

$ 12,000

16


EDUCATION


EDUCATION Education is an area o f g r o w in g c o n ce rn to The C le v e la n d F o u n d a tio n which com mitted $1,844,336 to this field in 1974. The Foundation expects to do more in the future as the Cleve­ land com m unity faces agonizing problems in education. Some of Cleveland's oldest, established insti­ tutions o f h ig h e r e d u c a tio n are u n d e r great stress, chief among them Case Western Reserve University but other private colleges and univer­ sities as well. Enrollments are declining w hile deficits are m o u n tin g . The com m unity must ultimately assess what the future should be for these institutions and what must be done to assure that future. The new public colleges and universities, less than a dozen years old, on the other hand, have had a little time to do more than build buildings and assemble faculty around a mass influx of students. These institutions are far from fully developed in m a n a g e m e n t term s, in shaping academic and vocational training objectives and in providing students with easy m obility from one institution to another. In an effort to bring a systematic approach to these problems, The Cleveland Foundation in 1974 made a grant of $296,550 to Cuyahoga Comm unity College to help c h a rt its decade ahead, a grant of $32,000 for outside consulting to evaluate past grants to Case Western Reserve and to help identify specialized areas for sup­ port, and asked Cleveland State University to begin shaping in writing its priorities for the future. Recognizing that the success of any endeavor relies ultimately upon the talent of people, the Foundation has geared up its own staff and en­ gaged consultants to help colleges and univer­ sities recruit and develop talent. In elementary and secondary education, The

C le ve la n d F o u n d a tio n is devoting increasing attention to important issues o f public policy. It is follow ing closely the pending court deci­ sion on school desegregation, fully c o g n iz a n t that this com m unity faces enormous tensions whatever the court decides. There is no other issue n o w fa c in g C le ve la n d which can have greater impact on the quality of life here. Yet it may not be the decision itself but the way in which the com m unity responds to that decision which may make or break Cleveland in the eyes of the nation. The Foundation also w ill fo llo w such issues as school finance and staff management develop­ ment, and the emerging concern over exclusion o f certain children from the public schools. C O M M U N ITY COLLEGE PLANNING Since Cuyahoga C om m unity College opened its doors in 1963 it has grown from 3,000 to 23,000 students. It has moved from temporary quarters in an abandoned dow n to w n ju n io r high school to a $38-million M etropolitan Campus, a brand new $32-million complex on the Western Cam­ pus and is contemplating permanent facilities on the East side. It has established a wide range of jo b training, college transfer and continuing education c o u rs e s -a ll operated on the opendoor, l o w - t u i t i o n p h ilo s o p h y that has made com m unity colleges the first rung up the higher education ladder for thousands w h o otherwise w ould not have gone beyond high school. After this e xp lo sive e n r o llm e n t , brick-andmortar period, the college has entered its sec­ ond decade with a new president and a w illin g ­ ness to explore issues com mon to maturing, multi-campus com m unity colleges. It is an ideal time for reassessing and for charting the course ahead. The Cleveland Foundation, which in the early 18


sixties had been c a ta ly tic in the creation of C uyahoga C o m m u n ity C o llege, in late 1974 made a grant of $296,550 to CCC for institu­ tional planning and plan implementation over the next tw o years. The grant is expected to help the college establish more effective administra­ tive and decision-making processes, conduct re­ search to determine the needs of students and the community, and begin implementing pro­ grams designed to meet those needs. Funds are enabling the college to go into the national market to add several key administra­ tors and are helping defray the cost of a consult­ ing firm selected by the college to w ork with administrators and faculty in updating the edu­ cational master plan. W hile too early to predict all outcomes, the process has already unveiled a desire to improve and expand developmental reading services so vital to the success of disadvantaged and nontraditional student; to seek out unserved clien­ tele, such as mid-career persons, and to develop a c o m m u n it y service plan to help public and private agencies g r a p p lin g w ith the difficult problems of social, economic and community development. The college's new president is setting a tone w ith his com m itm ent to a multi-racial, m u lti­ ethnic institution not tied to a few self-contained locations. He has made it clear that for the Cuyahoga Com m unity College “ the county is our campus." Consistent w ith its new policy on evaluation, The C le ve la n d F o u n d a tio n is monitoring the grant through periodic visits and appraisal by an outside consultant as well as Foundation staff. SCHOLARSHIPS FOR MINORITY MEDICAL STUDENTS A grant of $250,000 to the School of Medicine 19

of Case Western Reserve University has estab­ lished the Dr. Kenneth W. Clement Scholarship Fund to aid m inority medical students over the next four years. By una nim ous re s o lu tio n , the Distribution Committee of The Cleveland Foundation named the fund in honor of the well known physician and com munity leader who served as a member of the Committee for eight years prior to his sudden death in November, 1974. Dr. Clement was associate professor of surgery at the medical school and past president of the National M edi­ cal Association. Case Western Reserve's medical school has been sensitive for some time to overcoming the distressingly small supply of black physicians in the United States, a problem exacerbated in Cleveland by an aging black medical pool that dropped from 125 to 46 practicing physicians in a decade. Through aggressive recruitment and financial aid the m inority enrollment in the School of Medicine has risen to 70 students - or 12.5 per­ cent of the total - a n d is projected to increase to 100 in four years. Case Western Reserve is outpacing all other medical schools in O hio in opening medical careers to blacks. These students, coming from poorer, less edu­ cated families, have received more than onethird of the school's scholarship and loan funds. Now at a time when recession is squeezing black families even harder, the School of Medicine is losing $400,000 in federal and private funds from its $1.2 million pool for financial aid. The g iftfro m The Cleveland Foundation to the Dr. Kenneth W. Clement Scholarship Fund will help offset this loss and enable the medical school to fulfill its com mitm ent to expand o p ­ portunities to black students.


EDUCATION FROM IMPROVISATION TO TELEVISION Among the grants for elementary,secondary and special education are tw o which may attract national interest. Because of one, Cleveland is the first major city in America to use the Theatre in Education approach pioneered in England. Actors from the Bread and Circuses Theatre visit classrooms where they bring pupils into the act to improvise dramas which teach curriculum content while providing an opportunity for creative expression and personality development. This school year the program has reached about 8,000 Cleveland pupils as well as children in suburban districts. Among the concepts dramatized have been un­ derstanding self, non-verbal c o m m u n ic a tio n , re la tin g to the e n v ir o n m e n t and e x p lo r in g careers.

Through the Cuyahoga County Board of M en­ tal Retardation, TIE also is being used to teach retarded children how to ask for help and cope with bullies. The Bread and Circuses actors regard them­ selves as " a u d io - v is u a l a id s " f o r classroom teachers who are expected to continue the TIE experience once the actors leave the classroom. The other grant has made possible the pro­ duction of four half-hour television programs designed to teach successful social behavior to mentally retarded persons entering adolescence and adulthood. The programs depict actual re­ tarded persons from Greater Cleveland engaged in a variety of normal social activities, such as attending a dance, ordering food in a restaurant and applying for a job. For broadcast on commercial televison lo­ cally, and perhaps in other cities as well, the pro­ grams also have been designed to build self­ esteem and confidence in the retarded and an understanding and acceptance of them into dayto-day life by the rest of the population. The Foundation's grant for the project was made to the department of communication of Cleveland State University which will conduct research as to the effectiveness of the programs in a variety of home viewing situations. Television already has demonstrated consid­ erable effectiveness in teaching verbalization and self-help skills to the retarded. Other re­ search has shown that the retarded are more likely to turn to te le v is io n characters as role models than to their own parents and teachers. The outcome of this project should be of great interest to those wanting to know more about the potential of television not only in teaching the retarded but also in the formation of con­ cepts and opinions by general viewers.

20


EDUCATION GRANTS THE CLEVELAND FOUNDATION ANTI-DEFAMATION LEAGUE OF B'NAI B’RITH General s u p p o r t ........................................................................................................................................... ..........................................................................

$

2,500

BALDWIN-WALLACE COLLEGE Toward administrative costs for development of co-op program in science and business for the year 1974 and the year 1975*....................

11,400

BREAD & CIRCUSES THEATRE ARTS LABORATORY, INC. Demonstration Theatre in Education program ....................................................................................................................................................................

28,000

CASE WESTERN RESERVE UNIVERSITY Consulting services in career study program to School of Medicine payable over two y e a r s ............................................................................... Establishment of degree program in construction engineering...................................................................................................................................... Toward “ living room learning in the inner city program” payable over two y e a r s ................................................................................................... Development of a regional economic forecasting model for the Cleveland Great Lakes a r e a s ...............................................................................

18,000 8,900 7,305 52,225

CLEVELAND BOARD OF EDUCATION Drug Cantata and the Glenville Scholars C lu b ................................................................................................................................................................... Toward evaluation of three alternative schools in Greater Cleveland............................................................................................................................

17,580 3,400

CLEVELAND CENTER FOR ECONOMIC EDUCATION Additional operating s u p p o r t ............................................................................................................................................................................................

20,000

CLEVELAND COMMISSION ON HIGHER EDUCATION Special project involving teacher improvement e d u c a tio n * .......................................................................................................................................... Feasibility study for regional faculty development center in higher education............................................................................................................. Regional assembly on higher education............................................................................................................................................................................. Direct costs of four projects: library collaboration, trustee seminars, mid-career study group and regionalgraduate program study . . . . Toward Greater Cleveland External Degree C o n s o rtiu m ............................................................................................................................................... Experiment in c ro ss-re g istra tio n .......................................................................................................................................................................................

2,000 77,000 6,950 30,675 2,000 30,000

CLEVELAND STATE UNIVERSITY Department of biology health sciences laboratory equipment for doctoral program in regulatory biology payable over three years . . . . Preparation of television programs designed as a social learning technique for the mentally r e t a r d e d ............................................................... Start-up support for program in clinical engineering*.................................................................................................................................................... Start-up support for program in clinical e n g in e e rin g ....................................................................................................................................................

60,000 40,162 20,500 28,958

CUYAHOGA COMMUNITY COLLEGE Institutional planning and plan implementation payable over two ye a rs.......................................................................................................................

296,550

DYKE COLLEGE Toward existing co-op programs and the development of additional co-op, work-study and/or internship programs for the year 1974 and the year 1975*..................................................................................................................................................................................

16,360

EDUCATIONAL TELEVISION ASSOCIATION OF METROPOLITAN CLEVELAND, WVIZ-TV Higher education TV programs for the year 1974 and the year 1975*.................................................................................................................. .....

4,000

.

GREATER CLEVELAND ASSOCIATED FOUNDATION Toward cost of publication of the book, “ A History of Fenn College” * ............................................................................................................................ Bronze plaque to be affixed to Fenn Tower of Cleveland State University in commemoration of 50th anniversary of the founding of Fenn College and inauguration of cooperative program of higher education in Cleveland*.................................................................................... Partial support for operating budget of a Citizens’ Council for Ohio Schools.................................................................................................................. Special consultant services to evaluate grants to Case Western Reserve University................................................................................................... Evaluation of grant to Cuyahoga Community College for institutional planning and plan im p le m e n ta tio n ............................................................

500 44,000 32^000 2^965

JOHN CARROLL UNIVERSITY Implement a graduate training program in learning disabilities and behavior disorders payable over two ye a rs.................................................. Toward a course sequence to improve the professional competence of volunteers payable over three ye ars.......................................................

58,000 30^000

21

10,000


EDUCATION LAKE ERIE COLLEGE Storrs l e c t u r e s ....................................................................................................................................................................................................................... Morley Library general s u p p o rt.............................................................................................................................................................................................. LAKELAND COMMUNITY COLLEGE Further development and operation of cooperative programs of higher education for the year 1974 and the year 1 9 7 5 * ................................. OHIO DEPARTMENT OF PUBLIC WELFARE Toward matching support for education in public service at Case Western Reserve University, School of Applied Social Sciences . . . . P.M. FOUNDATION, INC. Development of written individualized Spanish curriculum for inner-city English and Spanish speaking students by Cleveland Urban Community School payable over three y e a rs .................................................................................................................................. UNITED NEGRO COLLEGE FUND, INC. Toward operation of predominantly black institutions of higher e d u c a t io n ................................................................................................................... URBAN LEAGUE OF CLEVELAND Interim general operating support of the Street Academ y................................................................................................................................................ Total Education Programs — U n d e s ig n a t e d ....................................................................................................................................................................

4,000 2,000 10,000 35,000

27,900 1,000 5,000 $1,046,830

(Following recipients and programs designated by donor) BALDWIN-WALLACE COLLEGE Toward general s u p p o r t ....................................................................................................................................................................................................... CASE WESTERN RESERVE UNIVERSITY Toward general s u p p o r t ....................................................................................................................................................................................................... Toward general support for Adelbert College.................................................................................................................................................................... Toward general support for the Franklin Thomas BackusLaw School.............................................................................................................................. Toward general support for the Graduate S c h o o l .......................................................................................................................................................... Toward purchase of reference books for School ofLibrary Science.................................................................................................................................. Support of field biological station at Squire VallevueFarm for the School of M e d i c i n e ................................................................................................ DANIEL E. MORGAN SCHOOL Book awards to c h ild re n ...................................................................................................................................................................................................... HAWKEN SCHOOL Toward general s u p p o r t ...................................................................................................................................................................................................... KENYON COLLEGE Toward general s u p p o r t ...................................................................................................................................................................................................... LAKE ERIE COLLEGE, PAINESVILLE, OHIO Toward general s u p p o r t ...................................................................................................................................................................................................... PINEY WOOD COUNTRY LIFE SCHOOL, MISSISSIPPI Toward general s u p p o r t ...................................................................................................................................................................................................... UNITED NEGRO COLLEGE FUND, INC. Toward general s u p p o r t ...................................................................................................................................................................................................... Total Education Programs— D e s ig n a t e d ........................................................................................................................................................................ Total Education Programs — Designated and Undesignated.........................................................................................................................................

5,750 $ 196,733 $1,243,563

SCHOLARSHIPS BALDWIN-WALLACE COLLEGE S ch o la rs h ip s ..........................................................................................................................................................................................................................

$

$

25,000 5,607 3,286 2,850 123,850 82 17,976 126 436 5,607 413 5,750

8,085

22


BEREA AREA MONTESSORI ASSOCIATION S c h o la rsh ip s....................................................................................................................... ...................................................................................................

2,288

CASE WESTERN RESERVE UNIVERSITY For two graduate students (one in the department of history and one in the American studies program) who are working on archival projects at the Western Reserve Historical Society (Fenn Co-op Scholar Program “ E” ) for theyear 1974 andthe year 1 9 7 5 * ...................... S ch o la rsh ip s........................................................................................................................................................................................................................... Establishment of Dr. Kenneth W. Clement Scholarship Fund for minority medical students in the School ofMedicine payableover four years For Institute for Post-Retirement Learning, preferably for undergraduates..................................................................................................................

10,600 12,844 250,000 1,285

CLEVELAND AREA LEAGUE FOR NURSING For students enrolled in nursing Schools in Metropolitan Cleveland (Fenn Co-op Scholar Program “ F” ) for the year 1974 and the year 1 9 7 5 * .................................................................................................................. Toward a nursing scholarship program ..............................................................................................................................................................................

10,000 6,100

CLEVELAND SCHOLARSHIP PROGRAM Staffing costs to extend the counseling and scholarship program to eight s u b u rb s ................................................................................................... Toward program s u p p o rt......................................................................................................................................................................................................

34,514 352

THE CLEVELAND STATE UNIVERSITY For co-op students enrolled in either the regular baccalaureate degree programs or the bachelor of engineering technology program (Fenn Co-op Scholar Programs “ A ” and “ D” respectively) for the year 1974 and the year 19 7 5 *............................................................................ S ch o la rsh ip s..........................................................................................................................................................' .............................................................

30,000 22,776

CUYAHOGA COMMUNITY COLLEGE S ch o la rsh ip s..........................................................................................................................................................................................................................

11,339

DYKE COLLEGE S ch o la rsh ip s..........................................................................................................................................................................................................................

1,960

GREATER CLEVELAND ASSOCIATED FOUNDATION Students enrolled at Cleveland State University or Cuyahoga Community College who are engaged ina work-study program with the Calvary Presbyterian Church (Fenn Co-op Scholar Program “ B” ) for the year 1974 and theyear 1 9 7 5 * ...............................................

12,000

THE HUDSON MONTESSORI ASSOCIATION S c h o la rsh ip s..........................................................................................................................................................................................................................

1,143

JOHN CARROLL UNIVERSITY S c h o la rsh ip s..........................................................................................................................................................................................................................

8,996

LAKE ERIE COLLEGE Scholarships for students other than Lake Erie C o l l e g e ................................................................................................................................................ Scholarships at Lake Erie College........................................................................................................................................................................................ Scholarships at Garfield Senior College..............................................................................................................................................................................

20,000 6,000 6,000

MONTESSORI SPECIAL EDUCATION SCHOOL S c h o la rs h ip s ...........................................................................................................................................................................................................................

1,143

NOTRE DAME COLLEGE Students engaged in a work-study program at the College (Fenn Co-opScholar Program “ C” ) for the year 1974 and the year 1975* . . . . Total Scholarships - U n d e sig n a te d ................................................................................................................................................................................... (Following recipients and programs designated by donor) CAPITAL UNIVERSITY, COLUMBUS. OHIO 23

12,000 $ 469,425


EDUCATION CASE WESTERN RESERVE UNIVERSITY Aloy Memorial Scholarship Fund scholarships for w o m en....................................................... William Curtis Morton, Maud Morton, Kathleen Morton Fund S c h o la rs h ip s ......................... Harriet Fairfield Coit and William Henry Coit Scholarships at Flora Stone Mather College For a student Of Flora Stone Mather College in foreign s tu d y .................................................. Toward support of Oglebay Fellowship program in School of M e d ic i n e .............................. Scholarships in the School of M edicine..................................................................................... Scholarships in aerospace or c o m p u t e r s ................................................................................ Scholarships in Franklin Thomas Backus Law S ch o o l............................................................

1,150 8,600 875 1,309 53,930 1,646 63 4,918

CLEVELAND INSTITUTE OF ART Caroline E. Coit Fund S c h o la rs h ip s ..........................................................................................

1,040

THE CLEVELAND MUSIC SCHOOL SETTLEMENT Nellie E. Hinds Memorial Scholarships.............................................

4.000

ELYRIA, OHIO STUDENTS Gates Scholarships...............................................................................

2.000

JOHN CARROLL UNIVERSITY James J. Doyle S c h o la rs h ip s ............................................................

948

LAKE COUNTY AND GEAUGA COUNTY STUDENTS Medical scholarships from the Sherman Johnson Memorial Fund . PICKANDS MATHER EMPLOYEES’ CHILDREN Harry Coulby Fund S c h o la rs h ip s ...................................................... SHAKER HEIGHTS HIGH SCHOOL GRADUATES Miriam Kerruish Stage Fund Scholarships....................................... SHARON, PENNSYLVANIA, STUDENTS George H. Boyd Fund S c h o la rs h ip s .................................................. SUPERINTENDENT OF SCHOOLS AWARD Inez and Harry Clement Special Scholarship A w a rd ......................... URSULINE COLLEGE Toward support of Lillian Herron Doyle S c h o la rs h ip s ....................

5,600 33,731 3,350 5,000 500 948

Total Scholarships — Designated and U n d e s ig n a te d ......................

$ 131,348 600,773

Total Education — Education programs and scholarships combined

$1 ,844,336

Total Scholarships — D e s ig n a te d ............................................................

$

* Grants recom m ended by the Fenn Educational Fund Executive Board

EDUCATION GRANTS GREATER CLEVELAND ASSOCIATED FOUNDATION CLEVELAND SCHOLARSHIP PROGRAM Extend the counseling and scholarship program to eight suburbs............................................. CLEVELAND STATE UNIVERSITY Development and implementation of an improved program for treating reading deficiencies FLUIDS CONTROLS, INC., EMPLOYEES’ CHILDREN Donald A. and Jane Stark Fund Scholarships............................................................................... SHAKER HIGH SCHOOL DRAMA STUDENTS Drama awards for the Children’s Theater of Shaker Heights....................................................... Total E d u c a tio n .............................................................................................................................................

5,486 5,000 15,000 50 25,536 24


CULTURAL AFFAIRS


CULTURAL AFFAIRS Cleveland has a strong cultural heritage. The w o rld renowned Cleveland Orchestra, the dis­ tinguished Museum of Art, the quality theaters, historical museums and p ro fe s s io n a l schools have long been a civilizing force in this indus­ trial city. Most o f these institutions are clustered tightly together in University Circle, serving dedicated and often overlapping audiences, nurtured by the city's families of established wealth. In recent years there have been increasing efforts to spread the cultural life of Cleveland b e yo n d the c irc le in to the d o w n t o w n , the neighborhoods and the schools. There has been a proliferation of new organizations, reaching for new forms and new audiences. Many have fragile financial bases and uncertain manage­ ment. Some have burst like sparklers and burnt out as quickly; others continue to shine with adequate encouragement. A major bridge between the old and the new is the Cleveland Area Arts Council which in 1974 received grants to ta lin g $117,000 from The Cleveland Foundation. It was the single largest recipient from $921,713 awarded for cultural affairs by the Foundation. The Foundation will continue to nurture the arts among the young. It favors meaningful ex­ posure for all children as a part of their educa­ tion and also believes th a t youngsters with artistic gifts must be show ered w ith q u a lity training whether they live in Shaker Heights or Parma or Collinwood. The essence of art is the elevation of the hu­ man spirit. To reach into the lives of all people art must be a part of everything man does. Consequently, the Foundation is fostering the arts indirectly through its other areas of interest, such as civic affairs. As the Lawrence Halprin study unfolds a plan for revitalizing the appear­

ance of d o w n t o w n C le v e la n d , op e n malls, sculpture and architecture of distinction must be integral to the redesign of the urban land­ scape. If art may redeem the physical face of dow ntow n, physical redevelopment may rescue the cultural heart of Cleveland. The new-town in-town proposal for c o n s tr u c tio n of quality apartments and shops just outside University Circle could bring new patrons and desirable neighbors to venerable institutions now endan­ gered by human unrest and physical decay at the edges. The Cleveland Foundation w ill continue to support established institutions with financial needs but will devote special attention to broad­ ening the cultural experience of the entire met­ ropolitan area. In the long run the best hope for traditional culture may be a general populace which has come to believe that orchestras, mu­ seums, theaters and even artists themselves are worthy of public support. A CATALYST AN D COORDINATOR The Cleveland Area Arts Council has become a major force in spreading art into the daily life of the city since it was reactivated in 1972 by a grant from The Cleveland Foundation. It is gain­ ing a n a tio n a l r e p u ta tio n fo r the breadth, imagination and excellence of its activities. Its director received the 1974 Arts Administrator of the Year aw ard fro m Arts M anag em e nt. Its attention to the in d iv id u a l artist resulted in Cleveland's selection as the site for the 1975 conference of the Association of Councils of Art. In three short years the Cleveland Area Arts Council has touched base with every major arts organization in Northern O hio as well as with business, government and the general public. Through its Arts Action program, murals have 26


been painted on dow n to w n walls, a seal de­ signed for the city, noon-hour concerts per­ formed in the Old Arcade and poetry read at the Palace, libraries and coffee houses. The Comm unity Arts program's five artists-atlarge have roamed far to give technical assis­ tance to neighborhood groups in dance, visual arts, creative writing, music and theater. As a result jazzmobiles have rolled down streets, pre­ schoolers are learning dance movements in day care centers, and s e n io r c itiz e n s are reciting their memorable past to audiences of contem­ poraries. The Cleveland Area Arts Council is studying the preservation of the O ld Arcade which is ex­ pected to be designated a N a tio n a l Historic Landmark and is e x p lo r in g the c re a tio n of a dow ntown museum for local and touring ex­ hibitions. In observance of the Bicentennial, it is m ount­ ing C ity/ Pride,a series of dow ntow n events dur­ ing 1976. Proposals call f o r the G reat Lakes Shakespeare Festival company to perform m ini­ plays in indoor and outdoor cabaret settings; the Cleveland Ballet to choreograph an original dance for the Arcade and the American Institute of Architects to conduct a contest for a piece of outdoor furniture as part of the Halprin d o w n ­ town makeover. The council also is commis­ sioning Bicentennial works in dance, literature and sculpture. W hile the Cleveland Area Arts Council does not ordinarily raise and distribute funds for the arts, it is spearheading the accu­ mulation of a pool of corporate gifts to finance City/Pride. The council offers c u r r ic u lu m assistance to school districts and is planning a year long selfe va lu a tio n fo r 18 arts o rg a n iz a tio n s to soul search the goals and effectiveness of the activi­ ties they conduct for school children. 27

The council also sponsored a three-day man­ agem ent sem inar fo r p rofessio nal staff and trustees of 30 area arts organizations. Through such ventures the council is bringing together counterparts who never knew one another let alone shared common concerns. After its initial program building period, the Cleveland Area Arts Council is beginning to seek broad financial support to assure its long-term survival, looking to county and city government, the c o rp o ra te c o m m u n ity and its own fund­ raising activities. It takes time to mount such support. Conse­ quently, The C leveland F o u n d a tio n in 1974 made a c halle nge grant of $100,000 toward operating costs in 1975 and 1976. W ithin a few months this had helped generate $90,000 in gifts from other area foundations as well as from state and national sources. In 1974 the Foundation also gave the council $17,000 for the Humanist Theatre to match a grant from the National En­ dow m ent for the Arts. All told, The Cleveland Foundation has granted the Cleveland Area Arts Council $242,717 in the last four years, support­ ing such specialized programs as the city can­ vases and n e ig h b o rh o o d groups as w e ll as general operations. PARTICIPATORY ARTS Evidence of the desire for more participatory arts in Greater Cleveland has been the rapid growth of the Fairmount Center for the Creative and Performing Arts. Since its creation in 1970 by an enterprising couple, this non-profit center has grown to offering 100 professional classes in dance, theater and the visual arts while serv­ ing thousands of school children on a contract basis with school districts. It has become the dance department fo r the M e tr o Campus of Cuyahoga Comm unity College and Lake Erie


CULTURAL AFFAIRS College and operates three dance companies and a th e a te r c o m p a n y seen by m o re than 100,000 persons. This phenomenal growth took place despite the relatively inaccessible home base in semirural Novelty. In 1974 a grant of $60,000 from The Cleveland Foundation enabled Fairmount to purchase the historic Coventry Library which has been re­ modeled into the Coventry Village Campus. The second, closer-in location not only d u p li­ cates p ro fe ssio n a l classes fo r a la rge ly new clientele, but also has enabled great expansion of services to school districts. By the fall of 1975, Coventry w ill provide supplementary fine arts education fo r m ore than 3,300 c h ild r e n in grades 1 thru 8; Novelty w ill be serving 2,200 children as in the past. The children w ill come from Cleveland as well as several suburban dis­ tricts, possibly including western districts. For the first time F a irm o u n t is serving p a ro ch ia l schools as well. In the program, children travel by bus from their school for a 2V 2 hour a week exposure to theater, dance, photography and ceramics plus either textiles or fencing. Some of the programs have been designed to provide social as well as cultural benefits for children coming from schools undergoing integration and change.

by mass and selected mailings, radio and tele­ vision public service announcements, w in d o w displays and coffee and wine-tasting parties. As the pride o f the West Side cultural life, this Lake w o o d based th e a te r anticipates drawing ever widening audiences from the western and southern suburbs of Greater Cleveland. At the same time, the Great Lakes Shakespeare Festival has strengthened its management and is extend­ ing its artistic thrust. It has performed its first American classic, is attracting guest director Jean Gascon, who headed the Stratford Festival The­ ater in Ontario, Canada, and is planning the mid-west premiere of the new musical version of Aristophanes' ''The Frogs." The Cleveland Foundation granted $15,000 toward the production of an original musical "A lic e " at the Palace Theatre. The grant enabled Clevelanders to see the "Alice in W onderland" adaption written and composed by a Cleveland team for the Rochester Shakespeare Festival and at the same time kept the lights glowing in Play­ house Square which is developing into a dow n­ town cultural center. A $75,000 challenge grant was made toward replacing half-century old lighting at the Drury, one of three theaters operated by the Cleveland Play House, the nation's oldest resident theater company.

STRENGTHENING PROFESSIONAL THEATER The Cleveland Foundation made several grants in 1974 to stren gth en various professional theater groups. The Great Lakes Shakespeare Festival, which for more than a decade has enriched the sum­ mer months with classical repertory, was given grants totaling $25,824 for audience develop­ ment over two seasons. The grants launched the theater's first subscription ticket drive, backed

MUSIC An extraordinary effort by the Cleveland Insti­ tute of Music to raise $2 million in local funds for endowm ent was pushed over the top by a $35,000 grant from The Cleveland Foundation. This enabled the institute to successfully match a $1 -m i 11ion ch alle nge grant fro m the Ford Foundation. The In s titu te o f M u sic belongs to an elite group of conservatories o f music which are the 28


p rim a ry t r a in in g g ro u n d for the conductors, musicians and singers of the major orchestras, chamber music groups and opera companies of America. It also provides preparatory instruc足 tion to 1,500 c h ild r e n and a du lts in Greater Cleveland. The M usic School S e ttle m e n t was granted $26,100 over three years to add a part-time dean of faculty to help cope w ith the tremendous growth of recent years. The settlement enrolls 5,000 children in 50 locations, providing quality musical in s tr u c tio n to children, regardless of family means, through its sliding fees. A dozen m embers of the d i s t i n g u i s h e d C leveland Orchestra are among its faculty. The Settlement also provides musical therapy, teacher training fo r 10 n e ig h b o rh o o d centers and a fa c u lty recital series.

29


CULTURAL AFFAIRS GRANTS THE CLEVELAND FOUNDATION ART STUDIO OF HIGHLAND VIEW HOSPITAL Establishment of an intern program for student training in art therapy.............................................................................................................................

$ 23,800

CLEVELAND AREA ARTS COUNCIL Toward general operating support for the Humanist Theatre to match National Endowment for the Arts g r a n t .................................................. Toward operating support for 1975 and 1976 .....................................................................................................................................................................

17,000 100,000

THE CLEVELAND CHAMBER MUSIC SOCIETY Matching funds for the artist ensemble in classroom program for Young Audiences of Cleveland payable over three y e a r s ..............................

12,000

THE CLEVELAND INSTITUTE OF ART Documentary film on creation of modern d a n c e ...............................................................................................................................................................

5,500

THE CLEVELAND INSTITUTE OF MUSIC Special program s u p p o rt.......................................................................................................................................................................................................

35 goo

THE CLEVELAND MUSIC SCHOOL SETTLEMENT Initial funding for a dean of faculty for three y e a r s ..........................................................................................................................................................

26,100

THE CLEVELAND PLAY HOUSE Modernization of electrical e q u ip m e n t ..............................................................................................................................................................................

75,000

COLLINWOOD ARTS CENTER Local matching funds for National Endowment for the Arts grant for operating p u r p o s e s ....................................................................................

8,000

THE FAIRMOUNT CENTER FOR CREATIVE AND PERFORMING ARTS Toward purchase and remodeling of Coventry Libra ry.....................................................................................................................................................

60,000

GREAT LAKES SHAKESPEARE ASSOCIATION, INC. Audience development program for the 1974 and 1975 seasons......................................................................................................................................

25,824

GREATER CLEVELAND ASSOCIATED FOUNDATION The Anisfield-Wolf Award Committee, Princeton, New Jersey, to provide 1975 awards for the book or books that have contributed most to improve intergroup re la tio n s................................................................................................................................. Additional support for Anisfield-Wolf Award Committee to provide 1974 awards for the book or books that have contributed most to improve intergroup relations....................................................................................................................................................

6 000 qqo

30


THE HISTORICAL SOCIETY OF MIDDLEBURGH HEIGHTS, INC. Partial support for restoration of the Little Red School House for use as a community c e n t e r ................................................................................

17,000

MUSICAL ARTS ASSOCIATION Toward support for activities of the Cleveland O rche stra................................................................................................................................................

70,000

OHIO CHAMBER ORCHESTRA D evelopm ent..........................................................................................................................................................................................................................

10,000

OLD MENTOR FOUNDATION Toward converting the Old Council Hall into a community c e n t e r .................................................................................................................................

2,000

PEOPLES AND CULTURES, INC. Partial operating su p p o rt......................................................................................................................................................................................................

15,000

PLAYHOUSE SQUARE FOUNDATION Start-up production costs for original musical “ Alice” in Palace theatre.......................................................................................................................

15,000

WESTERN RESERVE HISTORICAL SOCIETY Toward the Shaker Bicentennial C o n v e n tio n ...................................................................................................................................................................

1,000

Total Cultural Affairs — U n d e s ig n a te d ...............................................................................................................................................................................................

$525,224

(Following recipients and programs designated by donor) CLEVELAND MUSEUM OF ART Toward general s u p p o r t ......................................................................................................................................................................................................

$

9,707

THE CLEVELAND MUSEUM OF NATURAL HISTORY Toward general s u p p o r t ...................................................................................................................................................................................................... Toward operating s u p p o r t ................................................................................................................................................................................................. Toward support for the P la n e ta riu m ..................................................................................................................................................................................

40,780 52,000 2,100

THE CLEVELAND PLAY HOUSE Toward experimental dramatic work or scholarship........................................................................................................................................................... Toward Shakespearian productions for studentsand teachers and other classical and dramatic p e r f o r m a n c e s ................................................. Toward general s u p p o r t ......................................................................................................................................................................................................

1,226 2,100 1,692

31


CULTURAL AFFAIRS CLEVELAND PUBLIC LIBRARY Toward services to shut-ins program ....................

54,714

THE CLEVELAND ZOO Toward operating s u p p o r t ...................................

2,100

THE GARDEN CENTER OF GREATER CLEVELAND Toward support of the li b r a r y ....................

1,100

KARAMU HOUSE Toward general s u p p o r t ..............................

81,002

LA MESA ESPANOLA Jessie C. Tucker Memorial lecture expense

200

MUSICAL ARTS ASSOCIATION Toward general s u p p o r t .............................. Toward children’s concerts by the Cleveland Orchestra

48,700 4,200

OGLEBAY INSTITUTE, WHEELING, WEST VIRGINIA Toward general support for Oglebay Park

89,868

WESTERN RESERVE HISTORICAL SOCIETY For care of memorabilia of the First Cleveland Cavalry Association

5,000

Total Cultural Affairs — D e s ig n a te d ...........................

$396,489

Total Cultural Affairs — Designated and Undesignated

$921,713

32


CIVIC AFFAIRS


C IV IC AFFAIRS Cleveland is alive these days w ith people w ho are proud of their city and have jum ped into in­ num erable projects designed to shape its future course.The Cleveland Foundation has had a part in these proceedings at various points and has joine d w ith others in sponsoring many of the key activities now going forw ard. These activities have embraced a new look at the d o w n to w n area in w hich hundreds of Cleve­ land citizens, aided by professional consultants, have expressed how they wish their city to look and how they th in k it m ight best function. There also is much awareness in Cleveland that considerable housing must be rehabilitated in a short period of tim e if the bulldozer is not to take over, and that elsewhere land must be banked until such tim e as large scale efforts can be m ounted to rebuild w hole sections of the city. In 1974 The C le ve la n d F o u n d a tio n sup­ ported several interrelated activities toward this end - a high-risk revolving loan fund fo r hous­ ing rehabilitation, s e lf-h e lp neighborhood im ­ provem ent programs, management of tax delinq u e n tp ro p e rtya n d new -tow n-in-to w n planning. The rejuvenation of dow ntow n and the neigh­ borhoods w hich fan out from it involves prob­ lems o f such m agnitude that they are hardly solvable short of sound national programs. Yet a com m unity foundation must do what it can to spur thoughtful effort, k n o w in g th a t n a tio n a l policy can best emerge from trial and error ex­ perience in cities where the need is evident and the interest of people is direct and personal. Through its civic affairs activities, the Founda­ tion also c o n tin u e d in 1974 to support open housing, im provem ent in the adm inistration of justice and a w ide variety of other endeavors. The grants authorized under civic affairs totaled $973,085 for the year.

THE HALPRIN PLAN A com prehensive blu e p rin t fo r reshaping d o w n ­ tow n into a more inviting place to w ork, shop, play and live is about to come o ff the drawing boards of the distinguished urban planning and design firm of Lawrence Halprin and Associates. The study, initiated by The Cleveland Founda­ tion, has been fu n d e d jo in t ly by the Founda­ tion, the Greater Cleveland G row th Association and the city of Cleveland in an am ount in excess of $300,000. During a year-long exploration, the Halprin firm involved h u n d re d s o f C le ve la n d e rs in a process of collective creativity. Leaders o f busi­ ness, in d u s try and c o m m u n ity organizations pushed box-top buildings and trees of lettuce around the table in redesigning the central busi­ ness district at planning sessions, w hile average citizens w a lk e d rig h t o ff the streets into the D ow ntow n W orkshop to share what they like and dislike about their city. Their wishes as w ell as the insights o f the outside planners are being b u ilt into the final recommendations about to be published as a report. W hile Cleveland has h is to ric b u ild in g s of architectural splendor and impressive new ones in various stages of construction, developm ent in recent years has been largely uncoordinated, w ith in a d e q u a te a tte n tio n to the services and amenities which make dow ntow n pleasant for people. The Halprin plan is expected to suggest ways to put the pieces together - offices, shops, apartments, recreation, open space, transporta­ tion and parking. The report is likely to propose ways to trans­ form Public Square from a traffic crosswalk into a park; to open up fo r people attractive vistas along the lakefront, one of Cleveland's most neglected assets; to develop Playhouse Square

into a dow ntow n cultural hub; and to expand Cleveland State University as the vital anchor between d o w n to w n and th e p o te n tia l New Town In Town stretching all the way to U niver­ sity Circle. It is hoped th a t the H a lp rin re p o rt w ill be­ come the fram ew ork in w hich private and pub­ lic developm ent w ill take place in a coordinated fashion in the years ahead. The Cleveland Foun­ dation is c o m m itte d to help bring the recom ­ mendations into reality and expects to continue to p la y a c a ta ly tic ro le in th e reshap ing of dow ntow n. NEW LIFE FOR OLD HOUSES O lder neighborhoods often deteriorate and die because home owners, no m atter how much they care, cannot obtain loans to make needed repairs and im provements. This is especially so in neighborhoods w ith a substantial num ber of reside nts w h o are e ld e rly , sin g le heads o f households, or whose incomes are seasonal or marginal. In 1974 The Cleveland Foundation assumed leadership in developing local interest in a rela­ tively new national program aimed at prevent­ ing such neighborhoods from sliding into slums. The Foundation granted $100,000 to create a revolving fund fo r high-risk loans for housing re h a b ilita tio n . The gra n t w as m a tc h e d by $100,000 from the federal government's Urban Reinvestment Task Force, the um brella organi­ zation for Neighborhood Housing Services. This war chest is expected to grow w ith contributions from other sources. The revolving fund provided the all im portant missing link for a program in w hich Cleveland banks and savings and loan associations have agreed to make loans in selected target areas to all who meet regular loan criteria. The high-risk 34


loan funds w ill go directly to unbankable bor­ rowers. C o n s e q u e n tly , housing rehabilitation can be achieved house by house, an entire block at a tim e, w ith no deteriorating gaps to mar the success of preserving a neighborhood. The financial in s titu tio n s have contributed $60,000 tow ard the adm inistrative costs fo r the first year and the city has pledged $20,000. The city also w ill provide housing inspectors who w ill list code violations fo r the property owners and has agreed to make necessary street repairs. Counselors w ill help owners obtain loans, con­ tract fo r repairs or obtain do-it-yourself in fo r­ mation. A com m ittee o f representatives from all sec­ tions of the city has selected tw o target areas Buckeye, w hich leads into Shaker Square, and the near West Side, just west of the O hio City preservation efforts. Both are neighborhoods w ith a m ajority o f home owners, good neighbor­ hood spirit and a manageable am ount o f de­ terioration. Between 1,500 and 2,000 homes are to be rehabilitated in these areas. In re la te d e ffo rts in 1974, th e Foundation helped fund a film telling the story o f the M odel Cities h o u sin g re h a b ilita tio n p ro g ra m ; sup­ ported a citizens' effo rt to provide rehabilitation for housing for lo w income, m in o rity and single parents in Elyria, a small tow n 26 miles west of Cleveland; and continued support of the Luther­ an H o usin g C o rp o ra tio n w h ic h is preventing fo re clo su re s by h e lp in g te m p o ra rily hardpressed families meet mortgage payments and w hich is also buying, rehabilitating and selling houses. TAX DELINQUENCY STUDY In another effort to stem urban blight,The Cleve­ land Foundation granted $55,000 toward a study to help the city and county find better ways to 35

collect delinquent property taxes and make fo re ­ closures on abandoned property. Tax delinquency is increasing at an alarming rate in o ld e r A m e rica n citie s. In C leveland 11,128 pieces of property, or 6.5 percent, are tax delinquent, w ith incidence as high as 30 per­ cent in some neighborhoods. Furthermore, legal tangles can tie up foreclosures fo r more than a decade. M eanwhile, the city and school district lose revenue and landlords q u it making repairs be­ fore finally abandoning property to vandals and weeds. Empty houses and store fronts become the breeding ground fo r fires and crime, leading to fear and further abandonment. The Cleveland Foundation made its grant to the City Planning Commission w hich is p rovid­ ing staff tim e w h ile the city is adding $10,000 in cash. The study is being conducted by the nation's largest econom ic and real estate con­ sulting firm in conjunction w ith a m ajor local law firm . The study is expected to result in revi­ sions of O hio statutes to enable speedier fore­ closures, and in new adm inistrative procedures fo r resale o f some property fo r rehabilitation, dem olition of other buildings and assemblage of large parcels for redevelopment. OPEN HOUSING The Cleveland Foundation continued its inter­ est in open housing w ith a grant supporting the Cuyahoga Plan of O hio, Inc., a comprehensive approach to reducing housing discrim ination, especially in the suburbs. Im plem entation o f the plan w ill involve creation o f an open housing center staffed by real estate agents; the prom o­ tion of housing opportunities near w o rk by busi­ nesses and industries; affirm ative loan practices by lending institutions; and a com m unity pro­ gram to h elp c o n tro l rum o rs, prevent block-


C IV IC AFFAIRS busting, assist integrated com m unities and seek endorsements o f open housing from suburban and school officials. The C uyahoga Plan has w o rk e d o u t a rra n g e m e n ts w ith the National C om m ittee Against D iscrim ination in Housing fo r Cleveland to become one of the first dem on­ s tra tio n c itie s fo r p u b lic service ra d io and te le v is io n a n n o u n c e m e n ts d ire c te d toward changing racial attitudes. Studies indicate that based on incom e and housing costs black families could make up 13 percent of the suburban population rather than the 4 percent recorded by the 1970 census. The Foundation continued its support of Law­ yers fo r Housing w hich operates in the areas of open housing, housing rehabilitation and landlord-tenant relationships. It also continued sup­ p ort fo r the H e ig h ts C o m m u n ity Congress, a c o a litio n o f 300 o rg a n iz a tio n s w h ic h have banded together to make Cleveland Heights a successful in te g ra te d c o m m u n ity open to all life styles. N E W TO W N IN TOW N W hile the new tow n experim ent in America has largely been a suburban happening, often in pas­ toral settings, Cleveland is exploring the con­ struction of a m ajor new tow n w ith in the heart

o f the city. The n e w -to w n -in -to w n proposal, w hich could mean the construction of $200 m illio n in b u ild ­ ings over the next 20 years, is expected to reach the go, no-go stage by the end of 1975. In the meantime, a 1974 grant from The C le ve la n d Foundation is helping to carry planning to this critical decision-m aking stage. The project has enormous potential both for revitalizing the central city and for protecting some of Cleveland's most cherished institutions w h ile providing new close-in housing for 10,000 families in a racially and econom ically integrated neighborhood. The plan envisions that most of the h o u sin g w o u ld be fo r m id d le and high m iddle incom e residents but that 25 percent w o u ld be su b sid ize d h o u sin g and a sm all am ount in the luxury class. Construction w ould involve high-rise apartments and condom inium s, tow n houses and com mercial buildings, espe­ cially shops and offices. The site fo r the proposed New Town In Town is 300 acres on the periphery of University Circle and stretching toward dow ntow n on land which has largely been laid bare by bulldozers. O nly scattered b u ild in g s rem ain - large old homes, aging brick apartments and a few offices and businesses, in c lu d in g the m u lti-m illio n -d o lla r plant of the Cleveland Clinic. The project w ould clear out remaining slums and future slums, the breeding ground for unrest w hich erupted into violence several times in the last decade. When dynamite exploded Rodin's Thinker in fro n t of the Museum of A rt in 1970, it stripped bare the vulnerability o f the Museum, Severance Hall, Case Western Reserve University and all the valuable buildings of the 28 cultural and educational institutions w ith in the 500 acres of University Circle. The cultural island had to relate itself to the broader com m unity.

University Circle, Inc., w hich provides a vari­ ety of services for the 28 institutions, became the prim e mover of the n e w -to w n -in -to w n p ro ­ posal. In itia l p la n n in g was a id e d in 1972 by grants of $267,500 from The Cleveland Founda­ tion and the Greater Cleveland Associated Foun­ dation. This first phase was praised by the re­ gional office of Housing and Urban D evelop­ ment as a com m endable approach fo r marshal­ ling both public and private resources in the planning and developm ent process. The project w ent dorm ant after HUD froze funding on new projects under the New Com m unities legislation until it attracted the interest o f a private devel­ oper w ho has b u ilt O hio's only new tow n. The developer has agreed to make substantial invest­ ments of his ow n funds toward planning and construction of the New Town In Town. He has concluded that the project is finan­ cia lly,p o litica lly and socially feasible despite o b ­ vious risk and uncertainty; but it is contingent upon certain factors - support o f the financial and business c o m m u n ity , willingness of the Cleveland school system to provide schools that are not only physically attractive but imagina­ tive in program, and necessary state legislation. In addition to the grant from The Cleveland Foundation, the second phase of planning has been supported by University Circle, Inc., the Greater Cleveland G row th Association, the city's five m ajor banks, the Call and Post newspaper, the Cleveland Clinic and others. By the end of 1975 the group is expected to decide w hether to go ahead w ith the first stage of developm ent - construction in tw o high im ­ pact areas, the Euclid-M ayfield Triangle and on the western edge of University Circle. The Cleveland Foundation regards its grant as an investment w orth the high risk because o f its enormous potential to the future o f the city. 36


CIVIC AFFAIRS GRANTS THE CLEVELAND FOUNDATION CASE WESTERN RESERVE UNIVERSITY Evaluation of all public expenditures on behalf of children in state of Ohio by Human Services Design Laboratory of School of Applied Social S c ie n c e s .............................................................................................................

$ 27,130

CENTER FOR URBAN REGIONALISM Support for Ohio Assembly on Land U s e .........................................................................................................................................................................

5,500

CITY OF CLEVELAND Matching funds for study of Cleveland Industrial Valley by Cleveland Landmarks C o m m is s io n .............................................................................. Cleveland tax deliquency study by Cleveland City Planning Com m ission.......................................................................................................................

4,000 55,000

CLEVELAND DEVELOPMENT FOUNDATION Partial support for Greater Cleveland Growth Association Downtown Council forDowntown plan by Halprin and A s s o c ia te s ........................... Information film on housing rehabilitation........................................................................................................................................................................

125,000 15,000

COMMISSION ON CATHOLIC COMMUNITY ACTION Bail and pre-trial services study for courts of Cuyahoga County.....................................................................................................................................

7,710

CONSUMER CREDIT COUNSELING SERVICE OF METROPOLITAN CLEVELAND, INC. Experimental use of revolving loan fu n d .............................................................................................................................................................................

25,000

THE CUYAHOGA PLAN OF OHIO, INC. Toward development of a comprehensive program for open housing............................................................................................................................

84,000

ELYRIA ADEQUATE COMMUNITY HOUSING Neighborhood rehabilitation p r o g r a m .............................................................................................................................................................................

5,000

GOVERNMENTAL RESEARCH INSTITUTE Matching funds for fourth year of court management project of Cleveland Bar A ssociation................................................................................... General operating support of the Administration of Justice C o m m itte e....................................................................................................................... Study of special government agencies in Cuyahoga C ounty...........................................................................................................................................

17,500 50,433 39,000

GREATER CLEVELAND ASSOCIATED FOUNDATION Employment of an ASPA summer in te rn ............................................................................................................................................................................. Toward operating support for the Businessmen’s Interracial Committee on CommunityAffairs for 1975 .................................................................

1,000 27,000

THE HEIGHTS COMMUNITY CONGRESS Second and partial third-year operation su p p o rt...............................................................................................................................................................

52,000

JEWISH VOCATIONAL SERVICE Job development program for college-trained women payable over two ye a rs.............................................................................................................

37,540

LAWYERS FOR HOUSING Matching funds for housing program ...................................................................................................................................................................................

30,000

37


C IV IC AFFAIRS LEGAL AID SOCIETY OF CLEVELAND Completion of an analysis of Cleveland parks and recreational s y s t e m ........................................................................................................................ Interim operating support for Public Defender p r o g r a m .................................................................................................................................................

3,350 45,772

THE LUTHERAN HOUSING CORPORATION Toward operating budget $30,000; $20,000 for Revolving Capital Fund; and$5,000 for thepurchase of heavy-duty pick-up t r u c k .......................

55,000

MAN-TO-MAN ASSOCIATES, INC. Operating s u p p o r t .................................................................................................................................................................................................................

10,000

MERSHON CENTER Toward a project to improve opportunities for women in volunteerism andgovernments e r v i c e ..............................................................................

5,000

NEIGHBORHOOD HOUSING SERVICES OF CLEVELAND Provide partial funds for high-risk revolving loan f u n d .....................................................................................................................................................

100,000

NEIGHBORS ORGANIZED FOR ACTION IN HOUSING, INC. Employment of executive director to coordinate the program ..........................................................................................................................................

13,400

PATH ASSOCIATION Four-month close-out o p e r a tio n ........................................................................................................................................................................................

25,000

STATE OF OHIO Toward support cost of citizen participation and consultant fees for Task Force for Implementation of Equal Rights Amendment of the C o n s titu tio n .......................................................................................................

5,000

UNIVERSITY CIRCLE, INC. Staff planning for the New Town In Town development p ro je c t......................................................................................................................................

37,500

Total Civic Affairs Programs — U n d esig n ated ....................................................................................................................................................................................

$907,835

(Following recipients and programs designated by donor) CASE WESTERN RESERVE UNIVERSITY Partial support to the Plasma Research Laboratory for a university industry consortium in the development of an inductive energy storage s y s t e m ..........................................................................

$ 65,000

WOMEN’S CITY CLUB Support for educational le c tu r e s .......................................................................................................................................................................................

250

Total Civic Affairs Programs — D esig n ated ......................................................................................................................................................................................... Total Civic Affairs — Designated and U ndesignated........................................................................................................................................................................

$ 65,250 $973,085

CIVIC AFFAIRS GRANTS GREATER CLEVELAND ASSOCIATED FOUNDATION

GOVERNMENTAL RESEARCH INSTITUTE Operating support for Cleveland Bar Association court management p r o je c t.............................................................................................................

$

5,000 38


SOCIAL SERVICES


SOCIAL SERVICES The Cleveland Foundation authorized $2,181,785 fo r social services in 1974, more than in any other field. Even so, any foundation's spending in th e social services is o f very m o d e st p r o ­ p o rtio n com pared w ith the vast programs of governm ent and the u n ite d fu n d ra isin g and volunteer service sponsored by citizen organi­ zations. A true measure of value, however, is not al­ ways in terms of dollars spent nor the range of services provided. C om m unity foundations use marginal amounts to sponsor research studies useful to governm ent agencies as w ell as citizen groups. They encourage coordination and e ffi­ ciency of local effort. They sponsor experimental programs through both new and esta b lish e d agencies. The Cleveland Foundation is always m indful that grants in this field should be d i­ rected toward unmet needs or toward new ideas and imaginative people in ways to unlock the vast amounts of money available from govern­ ment. In 1974The Cleveland Foundation joined w ith the Cuyahoga County Board of Commissioners to underw rite the cost o f a w e lfa re -to -w o rk study by the Federation for C om m unity Plan­ ning. A summary of the findings was published in a pam phlet entitled "Jobs for Poor People?" The study called attention to the serious ero­ sion of jobs from the city of Cleveland - a loss of at least 25,000 in five years, not taking into account the unem ploym ent resulting from the energy crisis and the recession. It documented that the num ber of newly unemployed in Janu­ ary, 1975 was more than double that of the same m onth a year earlier. The study also called attention to the small­ ness of the county welfare check, the lack of child care centers and the high cost of public transportation along w ith its lack of service to

the outlying suburbs where some companies have relocated. But most s ig n ific a n tly the w elfare -to-w ork study honed in on the plight of single persons and childless couples, a group not now eligible for welfare and the host of other benefits w hich accompany welfare. The study recommended that the county provide general relief to all per­ sons in need. This was based "on the reality that those turned dow n by the W efare Departm ent have w o rk e d and w a n t to w o rk , but only a small percentage are actually able to find suit­ able jobs." M e a n w h ile in a d e q u a te w e lfa re s u p p o rt, deepening recession and continuing inflation have led to a tremendous increase in the num ber of people w ho do not have enough food to eat. W hile this should norm ally be the responsibility of government, The Cleveland Foundation as­ sumed a leadership role in meeting the crisis in hunger. THE HUNGER CENTERS A grant of $48,000 from The Cleveland Founda­ tion in 1974 initiated a com m unity fund to pur­ chase fo o d fo r d is tr ib u tio n at nine hun ger centers coordinated by the Greater Cleveland Interchurch Council. The G rea ter C leveland G ro w th A sso cia tio n has solicited additional funds from the business com m unity, founda­ tions and organizations. Since December, 1974 these centers - many located in church basements - have been giving food to about 14,000 persons a month, three tim es as m any as w ere be in g served a year earlier. Near the end of the month, the hungry often have to wa-it in line for the sacks of gro­ ceries filled mainly w ith non-perishables since some recipients do not have refrigerators. The h u n gry com e fo r m any reasons, b u t

nearly all are desperate. They include young parents w ho have run out of m ilk fo r their baby, an elderly w idow er whose heat b ill has eroded his Social Security check, a wom an whose food stamps were stolen, a new ly la id-off w orker w aiting for unem ploym ent compensation. The plight of the hungry has underscored the devastation of unem ploym ent and inflation and the more long-standing problem o f inadequate welfare payments in O hio. In Cuyahoga County an AFDC fam ily o f four is receiving only $228 a month, little more than half the national poverty level and less than one-fourth the average stan­ dard of living in Cleveland. CHILDREN W ITH SPECIAL NEEDS Several im portant dem onstration projects for children w ith special needs were supported by The Cleveland Foundation in 1974. One of these is aimed at finding adoptive parents for children who are living out their lives in institutions or have been shuttled from foster home to foster home because they have some handicap. The Cuyahoga County W elfare Departm ent has jurisdiction over nearly 600 such children who are legally available fo r adoption. Ninety percent of these children are over five years old, 60 percent are black and half have medical or psychological problems. Grants made to Children's Services and the Lutheran Children's Aid Society have enabled them to em ploy staff to find and counsel persons w illin g to adopt such children. The agencies are w o rk in g o u t co n tra c ts w ith C uyahoga County W elfare to pay all other expenses con­ nected w ith adoption - a real breakthrough, for in the past all expenses have been borne by the adoptive parents. Yet the cost benefit factor could be substantial, fo r the county is spending more than $1 m illio n a year to provide housing 40


for these 600 children. In the short run the program fo r hard-to-place adoptive children w ill look fo r governm ent sup­ port. Agency officials hope that dow n the road, perhaps a decade from now, the attitudes of the courts, a d o p tio n agencies, schoo ls o f social work and prospective parents w ill be so altered th a t th e re w ill be no c h ild re n re garded as unadoptable. A grant was made to the Society for Crippled Children to continue support fo r Project HEED. The project fosters physical, social, em otional and intellectual developm ent in children be­ tween the ages o f 18 and 36 months w ho are handicapped by brain damage, cerebral palsy and other maladies. By m eeting critical prob­ lems early, it hopes to aid learning and social adjustment as these children grow older. Under its health grants, the Foundation con­ tinued to support a program at Health H ill Hos­ pital for Children w hich provides treatm ent fo r children w ho have been abused and counseling for their parents. DAY CARE FOR THE ELDERLY In its continuing search fo r ways to enhance the lives of aging citizens, The Cleveland Founda­ tion supported the creation of tw o neighbor­ hood based day care centers for the elderly. The centers demonstrate an alternative to nursing home care fo r persons w ho have become too frail to live alone. The centers - University Set­ tlem ent and East End N eighborhood H ouseare serving 22 to 25 persons each day. They are small enough that the participants have form ed cohesive social groups despite varying ethnic and racial backgrounds. These mutual help cen­ ters also in v o lv e fa m ily m em bers and other senior citizens as volunteers. The centers p ro ­ vide meals, physical training, recreation, field 41

trips, psychological counseling and other social services fo r the elderly. DETOXIFICATION FOR ALCOHOLICS A gap in the services for alcoholics in Cleveland is being plugged w ith the opening of a detoxi­ fication unit at the Salvation Army's Harbor Light complex. The unit is providing a place to dry out and begin rehabilitation for alcoholics who cannot afford private care. It is a humane alter­ native to jail fo r some of the 30 to 50 public inebriates picked up by the police each day, and is far less expensive than, hospital treatment. The Cleveland Foundation enabled the p ro ­ ject to beco m e o p e ra tio n a l w ith a $127,630 grant for a half-tim e physician and around-theclock nursing care. The unit has opened w ith 20 beds and is expected to expand to 60 w ith in­ creased federal funding.


SOCIAL SERVICES GRANTS THE CLEVELAND FOUNDATION AMASA STONE HOUSE General program s u p p o rt........................................................................................................................................................... AMERICAN NATIONAL RED CROSS, GREATER CLEVELAND CHAPTER Toward renovation of a new blood f a c i l i t y ............................................................................................................................. BARTON CENTER, INC. Equipment needed for program expansion............................................................................................................................. BELLEFAIRE Financial assistance to youngsters needing treatm ent......................................................................................................... THE BENJAMIN ROSE INSTITUTE Continuation of research investigation project in home health c a r e ................................................................................ Nursing home care of five older persons.................................................................................................................................. Development of major research and evaluation design of community-wide coordinated service delivery program . BOY SCOUTS OF AMERICA, THE GREATER CLEVELAND COUNCIL NO. 440 Extend services to handicapped youth payable over two y e a rs .......................................................................................... CASE WESTERN RESERVE UNIVERSITY Initiation of pilot project in family therapy education for agencies by department of psychiatry of School of Medicine CENTER FOR HUMAN SERVICES Provide in-service training and directory of services to meet needs of pre-school children with special needs by division of day care and child development for Greater Cleveland Community Coordinated Child Care Committee Completion of integration of its administrative and programming s ta ff................................................................................ CENTER FOR PREVENTIVE PSYCHIATRY, NEW YORK Continuation of program of psychoanalytic training in child th e r a p y ............................................................................... CENTRAL SCHOOL OF PRACTICAL NURSING Capital campaign for interior re m o d e lin g ............................................................................................................................ CHILDRENS SERVICES Initiation of specialized adoption services for the hard-to-place c h ild ............................................................................... THE CLEVELAND SOCIETY FOR THE BLIND General program supp ort......................................................................................................................................................... Additional support of prevention of blindness program payable over three years............................................................ COMMUNITY ACTION AGAINST ADDICTION Local matching support for federal funding for drug treatment and rehabilitation p r o g r a m ........................................ CUYAHOGA COUNTY ASSOCIATION FOR RETARDED CHILDREN AND ADULTS Employment of education services coordinator and s e c re ta ry ......................................................................................... Second-year support of personal advocacy p r o g r a m ........................................................................................................ ELDER LOT, INC. Development of multi-service center for elderly in South Brooklyn planning a r e a ........................................................... THE ELEANOR B. RAINEY MEMORIAL INSTITUTE, INC. Building r e p a i r ........................................................................................................................................................................ FAMILY PLANNING ASSOCIATION OF LAKE AND GEAUGA COUNTIES Partial support to expand social services of professional social w o r k e r .......................................................................... FEDERATION FOR COMMUNITY PLANNING Interim costs for nine-month period for development of Youth Planning and Development Commission.................... GEAUGA COUNTY MENTAL HEALTH CLINIC Demonstration transitional services program for two fiscal y e a r s ....................................................................................

15.000 50.000 6.500 5.000 23,641 4,466 52,785 15.000

6,100 14,735 113,500 3,200 18,100 35.000 15.000 40.000 25.000 23,500 10,081 13,273 3.000 7.500 15.000 40,386

42


GOLDEN AGE CENTERS OF GREATER CLEVELAND, INC. Planning of a coordinated program of service delivery to older p e rs o n s ........................................................................................................................ GREATER CLEVELAND ASSOCIATED FOUNDATION Summer programs for youth of Youth Program Development P ro je c t............................................................................................................................. Comprehensive evaluation of strategies for meeting needs of hard-to-place youngsters undertaken by Children’s Services and The Lutheran Chi'dren’s Aid S o c ie t y ....................................................................................................................................... To Provide Service Award to recipient selected by Federation for Community P la n n in g ......................................................................................... GREATER CLEVELAND INTERCHURCH COUNCIL Interdenominational activities for children and youth and other educational p ro je c ts ................................................................................................... Purchase of food to meet a community crisis in hunger..................................................................................................................................................... GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION Second-year support of program to motivate low-income women by East EndNeighborhood House project contact.............................................. Equipment and interior painting for Friendly I n n ............................................................................................................................................................... Feasibility study for Central Area multi-service c e n te r..................................................................................................................................................... Toward a demonstration project for day care of elderly..................................................................................................................................................... THE HATTIE LARLHAM FOUNDATION, MANTUA, OHIO Start-up costs for three crisis care b e d s .............................................................................................................................................................................. HELP FOR RETARDED CHILDREN Local matching support for counseling and residential se rvice s...................................................................................................................................... HILL HOUSE MENTAL HEALTH REHABILITATION AND RESEARCH, INC. Self-study p r o je c t ................................................................................................................................................................................................................. JEWISH FAMILY SERVICE ASSOCIATION Demonstration project for reintegrating former Jewish mental hospital patientsinto community life payable over three years............................... LEGAL AID SOCIETY OF CLEVELAND Second-year support for Older Persons Law O ffic e ..........................................................................................................................................................

47,800 225,000 10,000 5,000 11,633 48,000 25,000 13,899 8,033 21,304 20,500 6,816 9,000 110,792 60,000

THE LUTHERAN CHILDREN’S AID SOCIETY Initiation of specialized adoption services for the hard-to-place c h ild ............................................................................................................................

35,000

MOUNT PLEASANT YOUTH ACTION COUNCIL, INC. Interim support . .................................................................................................................................................................................................................

6,250

NATIONAL COUNCIL ON ALCOHOLISM, INC., GREATER CLEVELAND AREA Operating support for two y e a r s ........................................................................................................................................................................................

25,000

OHIO DEPARTMENT OF PUBLIC WELFARE Matching support for education in public service by Case Western Reserve University, School of Applied Social S c ie n c e s ..............................

70,000

PAINESVILLE AREA SENIOR CENTER Toward purchase of a 24-passenger v a n .........................................................................................................................................................................

2,000

PANTA RHEI, INC. Services to w o m e n .......................................................................................................................................................... ......................................................

16,161

ST. JOHN’S HOME FOR GIRLS Capital s u p p o r t ......................................................................................................................................................................................................................

5,000

THE SALVATION ARMY Initiation of community-based alcohol detoxification program at Harbor Light c o m p le x ..........................................................................................

127,630

SENIOR CITIZENS COUNCIL OF LAKE COUNTY Toward development of program of preventive mental health services for e ld e rly .........................................................................................................

9,200

43


SOCIAL SERVICES THE SOCIETY FOR CRIPPLED CHILDREN Continuation of an educational project for preschool handicapped children payable over threey e a r s ................................................................ SOUTHWEST SENIOR CENTER Partial local match for second-year funding of Southwest Suburban RSVP (Retired Senior VolunteerP r o g r a m ) ..................................................... UNITED CEREBRAL PALSY ASSOCIATION, INC. Equipment to be utilized in neurodevelopmental treatment p ro g ra m ............................................................................................................................. UNITED TORCH SERVICES, INC. Special consultant services undertaking the study of resources, needs and p rio ritie s .................................................................................................... Personnel development program payable over three y e a r s ............................................................................................................................................ VOCATIONAL GUIDANCE AND REHABILITATION SERVICES Support of first national Mary E. Switzer Memorial Rehabilitation Seminar in 1975 ......................................................................................................... VOCATIONAL OPPORTUNITY FUND OF THE COUNTY WELFARE DEPARTMENT Give-A-Christmas Program for widows with dependent children....................................................................................................................................... YOUNG MEN’S CHRISTIAN ASSOCIATION, PAINESVILLE, OHIO General s u p p o rt...................................................................................................................................................................................................................... Total Social Services Grants — U n d e s ig n a te d ...............................................................................................................................................................

(Following recipients and programs designated by donor) AMERICAN NATIONAL RED CROSS, GREATER CLEVELAND CHAPTER General s u p p o rt...................................................................................................................................................................................................................... AMERICAN RED CROSS Support for volunteer Braille tra n s c rib e rs ......................................................................................................................................................................... BEECH BROOK General s u p p o rt..................................................................................................................................................................................................................... BELLEFAIRE General s u p p o rt..................................................................................................................................................................................................................... BENJAMIN ROSE INSTITUTE General s u p p o rt..................................................................................................................................................................................................................... BOY’S CLUB OF CLEVELAND, INC. General s u p p o rt..................................................................................................................................................................................................................... CASE WESTERN RESERVE UNIVERSITY Support to School of Applied Social Sciences for social re s e a rc h ................................................................................................................................. CENTER FOR HUMAN SERVICES General support to Homemaker-Health AidD ivision........................................................................................................................................................... General support for Family ServiceAssociationD iv is io n ................................................................................................................................................... CHILD GUIDANCE CENTER Operating s u p p o r t..................................................................................................................................... .......................................................................... CHILDREN’S AID SOCIETY Industrial Home s u p p o rt...................................................................................................................................................................................................... General su p p o rt..................................................................................................................................................................................................................... CHILDREN’S SERVICES General s u p p o rt...................................................................................................................................................................................... .............................

77,428 4,000 1,761 25,000 15,000 6,000 1,800 2,000 $1,607,774

$

2,739 1,982 33,233 4,301 5,234

436 440 2,000 24,446 169 42,991 201

175 44


CHRIST EPISCOPAL CHURCH General s u p p o rt.................................................................................... CHURCH HOME General s u p p o rt.................................................................................... CLEVELAND CENTER ON ALCOHOLISM General su p p o rt.................................................................................... CLEVELAND POLICE DEPARTMENT - JUVENILE BUREAU Prevention of delinquency among b o y s ............................................ THE CLEVELAND PRESS CHRISTMAS FUND Support for needy and deserving families and c h ild re n .................... CLEVELAND PSYCHOANALYTIC SOCIETY FOUNDATION Research and application of psychoanalysis and support projects . General s u p p o rt.................................................................................... CLEVELAND SOCIETY FOR THE BLIND General s u p p o rt.................................................................................... CUYAHOGA COUNTY WELFARE DEPARTMENT Special client n e e d s .......................................................................... DAY NURSERY ASSOCIATION OF CLEVELAND General su p p o rt.................................................................................... EAST END NEIGHBORHOOD HOUSE General su p p o rt....................................................................................

300 4,301 27 200 1,150 51,500 18 14,815 201 2.982 1.982

ELIZA BRYANT HOME FOR THE AGED General s u p p o rt....................................................................................

11,150

ELIZA JENNINGS HOME Purchase of e q u ip m e n t.....................................................................

23.000

FAIRMOUNT PRESBYTERIAN CHURCH General su p p o rt.................................................................................... FEDERATION FOR COMMUNITY PLANNING General su p p o rt.................................................................................... General support for the Central Volunteer B u rea u.........................

918 2,080

2,000

GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION General s u p p o rt.................................................................................... HATTIE LARLHAM FOUNDATION, MANTUA, OHIO General s u p p o rt....................................................................................

5,750

HEBREW FREE LOAN ASSOCIATION General s u p p o rt....................................................................................

1,000

HIRAM HOUSE General s u p p o rt..................................................................................... THE HOME FOR AGED WOMEN OF CLEVELAND, OHIO General s u p p o rt.................................................................................... JONES HOME OF CHILDREN’S SERVICES General s u p p o rt.................................................................................... Assistance for capital improvement in building and equipment . . 45

5,235

1,325 4,361 8,385 23.000


SOCIAL SERVICES LITTLE SISTERS OF THE POOR Operating s u p p o r t .................................................................................................................................................................................................................. LUTHERAN HOME FOR THE AGED General s u p p o rt....................................................................................................................................................................................................................... MARYCREST SCHOOL General s u p p o rt....................................................................................................................................................................................................................... MONTEFIORE HOME General s u p p o rt....................................................................................................................................................................................................................... PARMADALE Operating s u p p o r t.................................................................................................................................................................................................................. PLANNED PARENTHOOD OF CLEVELAND, INC. General s u p p o rt...................................................................................................................................................................................................................... ROSE-MARY HOME General s u p p o rt.................................................................................................................................................................................................. .... SALVATION ARMY General s u p p o rt...................................................................................................................................................................................................................... THE SISTERS OF NOTRE DAME Support to Julie Billiart School for the physical education program ................................................................................................................................. SOCIETY FOR CRIPPLED CHILDREN General s u p p o rt...................................................................................................................................................................................................................... Purchase of e q u ip m e n t...................................................................................................................................................................................................... SOCIETY OF ST. VINCENT DE PAUL Operating s u p p o r t................................................................................................................................................................................................................ THREE-CORNER-ROUND PACK OUTFIT, INC. General support for camping p r o g r a m ............................................................................................................................................................................. UNITED TORCH SERVICES General s u p p o rt..................................................................................................................................................................................................................... VISITING NURSE ASSOCIATION OF CLEVELAND General s u p p o rt..................................................................................................................................................................................................................... VOCATIONAL GUIDANCE AND REHABILITATION SERVICES General s u p p o rt..................................................................................................................................................................................................................... Assistance to needy to Sunbeam School graduating cla ss................................................................................................................................................ Assistance to needy clients of Sunbeam S c h o o l.............................................................................................................................................................. WEST SIDE DEUTSCHER FRAUEN VEREIN General s u p p o rt..................................................................................................................................................................................................................... YOUNG MEN’S CHRISTIAN ASSOCIATION, WEST SIDE BRANCH General s u p p o rt..................................................................................................................................................................................................................... YOUNG MEN’S CHRISTIAN ASSOCIATION/YOUNG WOMEN’S CHRISTIAN ASSOCIATION, LAKEWOOD COMBINED BRANCH General s u p p o rt.................................................................................................................................................................................................................... YOUNG WOMEN’S CHRISTIAN ASSOCIATION General s u p p o rt....................................................................................................................................................................................................................

1,350 5,700 4,301 4,301 8,952 7,110 1,336 12,632 9,000 8,201 23,000 350 9,900 156,670 2,482 2,520 1,000 1,000 6,326 11,500 11,500 913

Total Social Services Programs — D e s ig n a te d ..............................................................................................................................................................

$ 574,011

Total Social Services Programs — Designated and Undesignated................................................................................................................................

$2,181,785 46


SPECIAL PHILANTHROPIC SERVICES The funds expended for special philanthropic purposes go prim arily for the operating costs of The C le ve la n d F o u n d a tio n and the Greater Cleveland A sso ciated F o u n d a tio n . They also p ro v id e fo r a w id e v a r ie t y o f services fo r the benefit of the p h ila n th ro p ic c o m m u n ity throughout Northeast O hio. These include spe­ cial services to many private foundations w hich do not em ploy staff or have lim ited staff. The cost of some of these services is reimbursed in part by the recipient foundations. The staff services include regular luncheon meetings at w hich issues of com m on concern are discussed, an exchange list of requests re­ ceived and grants made by participating founda­ tions, special staff reports on grant proposals, both in w ritin g and at discussion meetings, and F o un da t i o n Notes, a newsletter for foundations of Northeast O hio.

The Foundation also operates The Cleveland Foundation Library, a regional depository estab­ lished in 1961 in cooperation w ith the Founda­ tion Center of New York. The library houses a variety of publications including annual reports of many national foundations and the Internal Revenue Service returns of all foundations in O hio,M ichigan, Pennsylvania and West Virginia. Staff assistance in using the library is available during office hours. The Foundation conference room is also available to com m unity groups.

SPECIAL PHILANTHROPIC SERVICES THE CLEVELAND FOUNDATION GREATER CLEVELAND ASSO CIATED FOUNDATION Toward s up po rt fo r an analysis of private p h ila n th ro p y and pu b lic needs in C le v e la n d ............................................................................................................$ 20,000 Expenses of A n is fie ld -W o lf A w ard C om m ittee in connection w ith aw ards fo r outstand ing books in human re la tio n s .........................................................................................................................................

5,000

Expenses to Federation fo r C om m unity Planning in connection w ith selection of A n is fie ld -W o lf C om m unity S ervice Aw ard r e c i p i e n t .............................................................................................................

1,500

A ddition a l funds fo r m o nito rin g and evaluating the grant to Judson Park from the G race Jordan G ardner F u n d .....................................................................................................................................................................................................

18,456.85

O perating budget of Fenn E ducational Funds fo r 1975 ....................................................................................................................................................................

22,865

Toward su p p o rt of the co n solid a ted o perating budget of The Cleveland F o u n d a tio n /G re a te r C leveland A ssociated Foundation fo r the year 1975 ...................................................................................................................................

458,252

Total Special Philanthropic S e rv ic e s .....................................................................................................................................................................................................$526,073.85 SPECIAL PHILANTHROPIC SERVICES

GREATER CLEVELAND ASSOCIATED FOUNDATION

GREATER CLEVELAND ASSO CIATED FOUNDATION Toward su p p o rt of the co n solida te d operating budget of The Cleveland F o u n d a tio n /G re a te r C leveland A ssociated Foundation fo r the year 1975 ................................................................................................................................... $113,287

47


THE DISTRIBUTION COMMITTEE -1974

TRUSTEES C O M M IT T E E -1974

The Cleveland F o u n d a tio n D istrib ution Com ­ m ittee, the 1914 Foundation C om m ittee, and the C om bined Fund D is tr ib u tio n C om m ittee (hereafter referred to as the D istrib ution C om ­ mittee) and the Greater Cleveland Associated Foundation Board o f Trustees are responsible fo r fo rm ulating policies, developing priorities and granting the funds of the tw o foundations. M embers o f the D istrib ution Com m ittee are appointed because of their demonstrated in­ volvem ent in and k n o w le d g e o f the Greater Cleveland com m unity. Selection of the com m it­ tee members is done in a variety of ways to assure that a cross section o f com m unity leader­ ship is responsible fo r distribu tion of the Foun­ dation's resources. One m ember of the D istri­ bution C om m ittee is appointed by each of the fo llo w in g : the chief judge of the United States D istrict Court, Northern D istrict of O hio, Eastern D ivision; the p re s id in g ju d g e o f th e Probate C ourt of Cuyahoga County; the mayor of Cleve­ land; the president of the Federation fo r Com ­ m unity Planning, and the chief justice of the C ourt of Appeals fo r the Eighth Judicial D istrict o f O hio. These five public officials also select a m em ber w ho is a trustee or principal officer of another p h ila n th ro p ic fo u n d a tio n . Five addi­ tional members are appointed by the Trustees Com m ittee. Each m ember of the D istribution Com m ittee is appointed fo r a five-year term. The members also serve as the Board of Trustees of the Greater Cleveland Associated Foundation. D uring 1974, the fo llo w in g individuals served as members of The Cleveland Foundation Dis­ trib u tio n Com m ittee and the Greater Cleveland Associated Foundation Board of Trustees:

The trustees com m ittee is com prised o f the senior officials of the five trustee banks:

H. Stuart Harrison, Chairman* Raymond Q. A rm ington, Chairman* Retired M a y 30 ,1 9 7 4

Mrs. Scott R. York, Vice Chairman* George B. Chapman, Jr.* A p p o i n t e d M a y 30, 1974

Dr. Kenneth W. Clem ent D ec e a se d N o v e m b e r 2 9 , 1 9 7 4

Robert D. Gries Harvey B. Hobson* Frank E. Joseph George F. Karch Mrs. Drue King, Jr. A p p o i n t e d M a y 30, 1974

Elmer L. Lindseth Ret i red M a y 30, 1974

Thomas F. Patton W alter O. Spencer* A p p o i n t e d M a y 30, 1974

G. Jack Tankersley* Ret i red M a y 30, 1974 *M em be rs o f the 1914 Foundation C o m m itte e and the C o m b in e d Fund D is trib u tio n C om m ittee.

The financial statements of The Cleveland Foundation and the Greater Cleveland Associated Foundation for 1974 are available to the public at the Foundation Center Library, 700 National City Bank Building, Cleveland, O hio AUDITORS: Ernst & Ernst Union Commerce Building Cleveland, O hio 44115 LEGAL COUNSEL: Thompson, Hine & Flory 1100 National City Bank Building Cleveland, O hio 44114

M. Brock W eir, Chairman President and Chief Executive O fficer The Cleveland Trust Company John A. Gelbach Chairman of the Board and Chief Executive O fficer Central National Bank of Cleveland Claude M. Blair Chairman of the Board and Chief Executive O fficer National City Bank J. M aurice Struchen Chairman of the Board and Chief Executive O fficer Society National Bank o f Cleveland Lyman H. Treadway III Chairman of the Board, President and Chief Executive O fficer Union Commerce Bank



TRUST FUND GROWTH OF THE CLEVELAND FOUNDATION In 1974 the carrying value of new funds and ad­ ditions to existing funds recorded by The Cleve­ land Foundation totaled $5,094,508.23. A d ditio ns to partial benefit funds accounted fo r $358,212.79 of this total. These trusts p ro ­ vide, in v a ry in g a m o u n ts, fo r payment of life interests to certain annuitants prio r to payment of the balance of the incom e to the Foundation. U ltim ately, The Cleveland Foundation w ill re­ ceive the entire net income from these funds. The principal am ount of the assets of any par­ tial benefit fund is added to the corpus of the Foundation in the year that income is first re­ ceived or due to the Foundation. In 1974 the incom e o f the S. Houghton Cox Fund, w hich had previously been a partial ben­ e fit fund, became fu lly available for the benefit of The Cleveland Foundation. A dditions to the Com bined Fund, included in the totals above, were $1,022,780.67 and are reported in detail beginning on page 55.

NEW TRUST FUNDS ESTABLISHED

BIG BROTHERS OF GREATER CLEVELAND FUND D o n o r s : Mr. & Mrs. Leland Schubert $49,870.11; Reinberger Foundation $25,000; Jon H. O utcalt $5; and David H. Warshawsky $5. Carrying Value: $74,880.11 M arket Value 12/31 /7 4 : $67,903. Use of Incom e: Designated for Big Brothers of Greater Cleveland to be used by it toward any or all of its charitable purposes, including that of providing fatherless boys w ith hope and op p o rtu n ity for growth through friendship w ith a mature and responsible man on a one-boy to one-man basis. MARTIN HUGE, MARTHA M. HUGE, THEODORE L. HUGE AN D REINHARDT E. HUGE MEMORIAL FUND D o n o r : Last W ill and Testament of Reinhardt E. Huge. Carrying Value: $113,149.28. M arket Value 1 2 /3 1 /7 4 : $133,253. Use of Income: Unrestricted charitable purposes. HARRY NORVELL FUND D o n o r : Last W ill and Testament of Harry

Norvell. Carrying Value: $173,157.69. M arket Value 1 2 /3 1 /7 4 : $173,158. Use of Income: Unrestricted charitable purposes. W ILLIAM A. RUEHL AND MARY RUEHL MEMORIAL FUND D o n o r : Last W ill and Testament of W illiam A. Ruehl. Carrying Value: $546,857.15. Market Value 1 2 /3 1 /7 4 : $434,588. Use of income: Unrestricted charitable purposes. JESSIE R. STEWART FUND D o n o r : Jessie R. Stewart by Trust Agreement. Carrying Value: $160,663.69. Market Value 1 2 /3 1 /7 4 : $109,098. Use of Income: Designated

equally to T rinity Cathedral; Society for Crippled C h ild re n ; American Heart Association, Northeast O hio Chapter, Inc.; Cleveland C linic Foundation; The Salvation Arm y; Cleveland Society for the Blind; American Cancer Society; Starr C om m onw ealth for Boys, A lbio n, M ichigan. THE JOHN MASON WALTER AN D JEANNE M. WALTER MEMORIAL FUND NO. 2 D o n o r s : Last W ill and Testament o f John Mason W alter $12,481.41 and Last W ill and Testament of Jeanne M. W alter $27,025.11. Carrying Value: $39,506.52. M arket Value 1 2 /3 1 /7 4 : $38,971. Use of Incom e: Designated equally to Cleveland Museum of A rt; Christ Episcopal Church; Cleveland Society fo r the Blind; Salvation Arm y; and the Society fo r Crippled Children. A D D IT IO N S TO EXISTING TRUST FUNDS

EDWIN A. AN D JULIA GREENE D O D D FUND NO. 2 assets w hich had not been received at the end of 1973 when the establishment o f this fund was announced, were received in 1974 in the am ount of $1,076,421.63. The market value at December 31, 1974, was $649,915.12. MARTHA M. LINDEN FUND was increased by $7,931.68 through a final estate distribution. LINDA J. PEIRCE MEMORIAL FUND was increased through gifts from Jane P. Kirkham of $13,249.50 and the estate of Dorothea G. Peirce of $694.97. CLEVELAND RECREATIONAL ARTS FUND was increased through gifts from the Louis E. and Marcia M. Emsheimer Charitable Trust of $100; the Raymond John Wean Foundation of $100; and Kurt L. Seelbach of $1,000. 50


EDWARD C. FLANIGON FUND was increased by a partial liq uidating distribu tion from the estate of Edward C. Flanigon in the am ount of $12,570.80. ISAAC THEODORE KAHN FUND was increased by a final d istribu tion from the estate of Isaac Theodore Kahn of $883.77. THE EMERALD NECKLACE FUND was increased through gifts from John R. and Irene C. Stock $12; Dr. David F. Bennhoff $100; M ild re d A. Rose $10; Stouffer Foods C orporation Fund $100; Fairmount Carden Club $25; Ida M. Adom eit $100; Ruth E. A dom eit $100; W underlich Fabricating Co. $25; and The Louis E. and Marcia M. Emsheimer Charitable Trust $50. FENN EDUCATIONAL FUND was increased by gifts in m emory of Madison H. Dods totaling $472.50. THE JOHN AN D LAVERNE SHORT MEMORIAL FUND was increased by a further distribution from the estate of John R. Short of $670,280.64. CLARENCE A. OLSEN TRUST assets w hich had not been received at the end of 1972, when establishment of this fund was announced, were received in 1974 in the am ount of $821,072.84. The market value at December 31, 1974 was $256,510.33. CHARLES RIELEY ARM ING TO N a g ift of $36,000 was received to supplem ent the incom e o f this fund and is not included in the asset growth total of all gifts received. The g ift was received from the Elizabeth Rieley Arm ington charitable trusts. 51

A D D IT IO N S TO EXISTING PARTIAL BENEFIT FUNDS

CHARLES W. AND LUCILLE SELLERS MEMORIAL FUND asset values could not be determ ined at the end of 1972 when this fund was announced. A partial determ ination of the am ount of the assets was made in 1974 totaling $355,850.33. THE HENRY A. SHERWIN AN D FRANCES M. SHERWIN MEMORIAL FUND NO. 2 was increased by a further distribution from the executor of Belle Sherwin's estate, in the am ount o f $2,362.46.


THE CLEVELAND FOUNDATION TRUST FUNDS A w id e variety o f donors, dedicated to The Cleve足 land Foundation as a means o f benefiting their com 足 m u n ity in years to co m e , have e s ta b lis h e d th e fo llo w in g trust funds. These funds are named either fo r th eir donors or by the do n or fo r a m em orial or, in some instances, fo r th e r e c ip ie n t o rg a n iz a tio n w hich they enrich. The A loy M em orial Scholarship Fund A n is fie ld -W o lf Fund Charles Rieley A rm ington Fund W alter C. and Lucy I. Astrup Fund No. 1 W alter C. and Lucy Astrup Fund No. 2 Sophie Auerbach Fund* The Frederic M. and Nettie E. Backus M em orial Fund W alter C. and Fannie W hite Baker Fund Lilian Hanna Baldwin Fund Cornelia W. Beardslee Fund James C. Beaidslee Fund M ary Berryman Fund Ida Beznoska Fund Big Brothers o f Greater Cleveland Fund The Dr. H am ilton 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 M em orial Fund George F. Buehler M em orial Fund Thomas Burnham M em orial Trust Katherine W ard Burrell Fund The M artha B. Carlisle M em orial Fund The Central High School Endowment Fund The Fred H. Chapin M em orial Fund The Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund J. E. G. Clark Trust M arie O denkirk Clark Fund The Elsa Claus M em orial Fund No. 2 Cleveland Foundation Com bined Funds Cleveland Recreational Arts Fund Caroline E. C oit Fund A. E. Convers Fund*

Harry C oulby Fund No. 2 Harry C oulby Fund No. 4 Jacob D. Cox Fund S. Houghton Cox Fund Henry G. D alton Fund The Howard and Edith D ingle Fund Edwin A. and Julia Greene D odd Fund No. 1 Edwin A. and Julia Greene Dodd Fund No. 2 Alice M cHardy Dye Fun'd The Emerald Necklace Fund Ada C. Emerson Fund* Henry A. Everett Trust Mary M cGraw Everett Fund Charles Dudley Farnsworth Fund Dr. Frank Carl Felix and Flora W'ebster Felix Fund Fenn Educational Funds First Cleveland Cavalary-Norton M em orial Fund W illiam C. Fischer and Li Ilye T. Fischer M em orial Fund** Fisher Fund Erwin L. Fisher and Fanny M. Fisher M em orial Fund Edward C. Flanigon Fund Constance C. Frackelton FundNo. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Grace Jordan Gardner Fund Frederic H. Gates Fund The W illiam F. and Anna Lawrence Gibbons Fund* W illiam A. G iffhorn Fund Frederick Harris G off Fund Edwin R. C oldfield Fund Lillian F. C oldfield 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 M em orial Fund The Blanche R. Halle M em orial Fund Edwin T. and Mary E. Ham ilton Fund

The Lynn J. and Eva D. Ham m ond M em orial Fund* Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. C om m unity D evelopm ent Funds Leonard C. Hanna, Jr. Fund for C om m unity Chest Leonard C. Hanna, Jr. Fund fo r United Appeal W illiam Stitt Hannon Fund Perry G. Harrison and V irginia C. Harrison M em orial Fund The Kate Hanna Harvey M em orial Fund M e lville H. Haskell, M ary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Fund George Halle Hays Fund Kaufman Hays M em orial Fund The Hinds M em orial Fund* The Hiram House Fund The Jacob Hirtenstein Fund The H. M orley H itchcock Fund M ild re d E. Hom m el and A rth u r G. Hommel M em orial Fund Centureena S. Hotchkiss Fund M artin Huge, M artha M. Huge, Theodore L. Huge and Reinhardt E. Huge M em orial Fund John H untington Benevolent Fund The A. W. H urlbut Fund Sherman Johnson M em orial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd Fund Isaac Theodore Kahn Fund Tillie A. Kaley and Warren R. Kalley M em orial Fund Karamu House Trust Clarence A. Kirkham M em orial Fund John R. Kistner Fund The O tto and Lena Konigslow M em orial Fund* Elroy J. and Fynette H. Kulas Fund** Martha M. Linden Fund Robert M. Linney Fund* Sue L. Little Fund Elizabeth T. Lohm iller Fund Ella L. Lowman Fund Henry M. Lucas Fund

52


Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund Theresa Mae MacNab Fund Leone R. Bowe M arco Fund Alice Keith M ather Fund The Samuel M ather and Flora Stone M ather M em orial Fund The Lewis A. and Ellen E. McCreary M em orial Fund The George W. and Sarah M cG uire Fund The Katherine B. M cK itterick Fund The Thomas and Mary M cM yler M em orial Fund The A lbert Younglove M eriam and Kathryn A. Meriam Fund Alice Butts M etcalf Fund Anna B. M inzer Fund Cornelia S. M oore Fund* The Mr. and Mrs. Jay P. M oore M em orial Fund W illiam Curtis M o rto n, Maud M o rto n, Kathleen M orton Fund E. Freeman M ou ld Fund Jane C. M ould Fund Harry Norvell Fund The Crispin and Kate Oglebay Trust Clarence A. Olsen Trust Mary King Osborn Fund W illiam P. Palmer Fund The Dr. Charles B. Parker M em orial Fund* The Joseph K. and Am y Shepard Patterson Memorial Fund Linda J. Peirce M em orial Fund Douglas Perkins Fund Grace M. Pew Fund Walter D. Price Fund W illiam H. Price Fund The J. Ambrose and Jessie W heeler Purcell M em orial Fund* Clay L. and Florence Rannells Reely Fund The Retreat M em orial Fund Charles L. Richman Fund Nathan G. Richman Fund Alice M. Rockefeller Fund Charles F. Ruby Fund W illiam A. Ruehl and M ary Ruehl M em orial Fund

53

The Mary C oit Sanford M em orial Fund Mary Coit Sanford Fund Dr. Henry A. and Mary J. Schlink M em orial Fund W illiam C. Scofield M em orial Fund Charles W. and Lucille Sellers M em orial Fund* Frank S. Sheets and Alberta G. Sheets M em orial Fund Frank E. Shepardson Fund Henry A. Sherwin and Frances M. Sherwin Fund* Henry A. Sherwin and Frances M. Sherwin M em orial Fund No. 1* Henry A. Sherwin and Frances M. Sherwin M em orial Fund No. 2* The John and LaVerne Short M em orial Fund The A. H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund The N ellie B. Snavely Fund A. L. Somers Fund W illiam J. Southworth Fund* Dr. George P. Soyer Fund The John C. and Elizabeth F. Sparrow M em orial Fund M arion R. Spellman Fund Josephine L. Sperry Fund Frederick C. Sterling First Testamentary Trust* Avery L. Sterner Fund Ada Gates Stevens M em orial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart M em orial Fund Jessie R. Stewart Fund Charles L. and M arion H. Stone Fund Harriet B. Storrs Fund Leonard F. Stowe Fund Henrietta Teufel M em orial Fund The John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund M abelle G. and Finton L. Torrence Fund James H. Turner Fund Charles F. Uhl Fund John F. and Mary G. Wahl M em orial Fund Jessie M acDonald W alker M em orial Fund The John Mason W alter and Jeanne M. W alter M em orial Fund No. 1 The John Mason W alter and Jeanne M. W alter

M em orial Fund No. 2 Mabel Breckenridge Wason Fund A Mabel Breckenridge Wason Fund B* George B. and Edith S. W heeler Trust Edward Loder W hittem ore Fund Henry E. and Ethel L. W iddell Fund The John Edmund W illiam s Fund James D. W illiam son Fund The George H., Charles E. and Samuel Denny W ilson M em orial Fund Edith Anisfield W o lf Fund* David C. W right M em orial Fund Edith W right M em orial Fund

PARTIAL BENEFITS FUNDS 'These trusts provide, each in varying amounts, for payment o f annuities to certain individuals p rio r to payment o f the balance o f the incom e to the Foundation. U ltim ately, The Cleveland Foundation w ill receive the entire net incom e from these funds. The principal am ount o f these funds are carried as assets of The Cleveland Foundation. **These trusts provide fo r stated percentages of incom e to be paid directly to certain named charitable institutions and to The Cleveland Foundation. Fifty percent o f the incom e is received by the Foundation from the W illiam C. Fischer and Lillye T. Fischer M em orial Fund and 22 percent from the Elroy J. and Fynette H. Kulas Fund. These percentages w ill never change. The principal amounts o f these funds as reported by the Foundation represent 50 percent and 22 percent, respectively, o f their total values.


THE SHERWICK FUND In 1973 The Sherwick Fund became a support­ ing organization of The Cleveland Foundation under the provisions of Section 509(a)(3) o f the Internal Revenue Code. The Sherwick Fund, created in 1953 to serve the general c h a rita b le needs of M etropolitan Cleveland, changed its status from that o f a p ri­ vate foundation to a public charity by agreeing to com m it its assets to the benefit and charitable

purposes of The Cleveland Foundation. W hile retaining its separate identity, the Fund is no longer subject to federal excise tax on net in ­ vestment income, restrictions on operations, or ra th e r c o m p lic a te d re p o rtin g and re c o rd ­ keeping requirements. In order to qualify as a supporting organiza­ tion of the Foundation, the Sherwick Fund was required to satisfy certain conditions. Foremost among them were the appointm ent by the Dis­ trib u tio n Com m ittee of The Cleveland Founda­ tion of a m a jo rity o f the Fund's trustees; the annual provision of at least 20 percent of the Fund's income to The Cleveland Foundation for grantmaking, w ith o u t restriction, by the D istri­ bution C om m ittee; and agreement to turn over its assets to The Cleveland Foundation at the end of 25 years or upon the death of the p rin ­ cipal donors, w hichever event occurs last. The affiliation has been rewarding fo r both organizations. The Sherwick Fund has benefited from assistance provided by the Foundation's professional staff in identifying those programs and institutions whose efforts are most likely to result in the greatest benefit to the com m unity, and The Cleveland Foundation has had addi­ tional financial resources at its disposal. Thirty grants totaling $107,670 were authorized by the Fund in 1974 to support a variety o f education, health, social service, and cultural programs. A listing of 1974 grants^may be found in the sep a ra te ly p u b lis h e d She'rw ick Fund annual report. Any p riv a te fo u n d a tio n considering either transfer of its assets to The Cleveland Founda­ tion - a public charity under the provisions of the Tax Reform Act of 1969 - or w ishing to dis­ cuss the possibility o f affiliate status, such as that of The Sherwick Fund, should contact the D irec­ tor of The Cleveland Foundation. 54


COMBINED FUND GROWTH OF THE CLEVELAND FOUNDATION The C om bined Fund was created w ith in The Cleveland Foundation in 1943 to provide a way through w hich gifts of any size could be made and put to w o rk efficiently. Several thousand donors have contributed to the Com bined Fund since its creation. Gifts to the Com bined Fund retain their separate identity as memorials but are com m ingled for investment purposes, there­ by providing a large block of capital fo r more efficient investment management and greater income potential. During 1974 the Com bined Fund generated income for grant purposes of $307,844.12. M ar­ ket value of the Com bined Fund at December 31, 1974 totaled $4,830,637.46. New funds and memorials and additions to already established funds and memorials, not previously reported, amounted to $1,022,780.67 in 1974. Gifts to the Com bined Fund may be made in the name o f an in d iv id u a l o r as memorials. There is no restriction as to size, and additions may be made at any tim e. Donors are encour­ aged to make their gifts available for unrestricted charitable purposes, for this enables the Foun­ dation to be flexible in meeting changing com ­ m unity 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 o f the fo llo w in g general Cleveland Foundation g ra n t ca te g o rie s - Education, Cul­ tural Affairs, Health and Social Services, Civic Affairs, and Special Philanthropic Purposes - be specified. NEW FUNDS A N D MEMORIALS FOR UNRESTRICTED CHARITABLE PURPOSES: Gladys M. M cIntyre M em orial Fund $186,822.68 D o n o r : Gladys M. M cIntyre Homer F. Tielke Fund $82,015.53 D o n o r : Hom er F. Tielke 55

Margaret Hayden Thompson Fund $2,500 D o n o r : Margaret Hayden Thompson

Dr. Edward A. Yurick Fund D o n o r : Dr. Edward A. Yurick $10

The Charles F. Uhl and Carl F. Uhl M em orial Fund $2,000 D o n o r : Carl F. Uhl

Josephine R. and Edward W. Sloan, Jr. Fund D o n o r s : Josephine R. and Edward W. Sloan, Jr. $500

Esther H. and B. F. Stoner M em orial Fund $44,593.33 D o n o r : Esther H. Stoner

Thomas Burnham M em orial D o n o r : Mary Louise G ollan-W inston P. Burton Fund $68.92

Earle L. Johnson and W alter S. and Ella P. Doan Fund $415,421.07 D o n o r : Doris Doan Johnson - It was the desire of the donor that 90 percent of the gift be recorded as a memorial to the donor's husband, Earle L. Johnson, deceased, and that 10 percent of said g ift be recorded as a memorial to the donor's father, W alter Sawtelle Doan, and donor's m other, Ella Prentiss Doan.

M ortim er I. Strauss and Helen E. Strauss and Blanche New M em orial Fund D o n o r : Estate of Helen E. Strauss $24,684.87

Charles Farran Fund $30,445.10 D o n o r : The Charles Farran Foundation, Inc. FOR HEALTH AN D SOCIAL SERVICES: St. Barnabas Guild for Nursing Fund $184,943.28 D o n o r : G uild of St. Barnabas for NursesThe fund was established for the purpose of prom oting professional nursing education and the quality of nursing care in the Greater Cleveland area. Grants may be made to provide assistance in professional education for one year of study for an individual w ho has been accepted at an accredited nursing school or to provide assistance in im proving nursing services w ith emphasis on supporting the practical application of nursing knowledge fo r the benefit of the com m unity. ADDITIONS TO EXISTING MEMORIALS AN D FUNDS FOR UNRESTRICTED CHARITABLE PURPOSES: Robert K. Beck M em orial D o n o r : Mrs. J. Howard M orris $500

Samuel B. Knight Fund D o n o r : Estate of Samuel B. Knight $44,520.89 FOR EDUCATION PURPOSES: Social W ork Scholarship Fund D o n o r s : Kelvin and Eleanor Smith Foundation $1,500 The Charles J. Stillw ell Scholarship Fund D o n o r : The W arner &Swasey Foundation $1,500 Inez and Harry Clem ent Award Fund D o n o r s : Barbara Rawson $25; Dr. & Mrs. Roland

Cardwell $20; Robert D. Gries $100 FOR SPECIAL PHILANTHROPIC PURPOSES: D orothy and Helen Ruth Fund D o n o r s : D orothy Ruth Graham $500; Barbara Rawson $100


THE CLEVELAND FOUNDATION COMBINED FUND M orris Abrams Fund Academ y o f M edicine Health Education Foundation Fund Rhoda L. A ffeld er Fund W ickham H. A ld rich Fund Eunice W estfall Allen M em orial Samuel W estfall A llen M em orial Lydia M ay Ames Fund Raleigh F. A ndrie M em orial Fund M arguerite E. Anselm M em orial Fund Katherine B. A rundel Fund Leonard P. Ayres M em orial A. D. Baldwin M em orial Fund Robert K. Beck M em orial Beulah Holden Bluim M em orial A rth u r Blythin M em orial Robert Blythin M em orial Helen R. Bowler Fund Nap. H. Boynton M em orial Fund Alva Bradley M em orial Brigham Britton Fund Charles F. Buescher M em orial Thomas Burnham M em orial Elizabeth A. Burton M em orial Robert H. Busch Scholarship Fund Carmela Cafarelli Fund Edna L. and Gustav W. Carlson Foundation M em orial Fund Leyton E. Carter M em orial Fund George S. Case Fund Isabel D. Cham berlin Fund Fred H. Chapin M em orial The Adele C orning Chisholm M em orial Garnetta B. Christenson and LeRoy W. Christenson Fund M r. and Mrs. Harold T. Clark Fund Inez and Harry Clem ent Award Fund Cleveland Center on Alcoholism Fund Cleveland Conference fo r Educational Cooperation Fund Cleveland Guidance Center Endowment Fund Cleveland Heights High School Scholarship Fund Cleveland Psychoanalytic Society Fund Cleveland Sorosis Fund Cleveland W ar M em orial A rth u r Cobb M em orial

A rth u r Cobb, Jr. M em orial Florence Haney Cobb M em orial Louise B. Cobb M em orial M ary Gaylord Cobb M em orial Percy W ells Cobb M em orial Ralph W. Cobb, Jr. M em orial Dr. Harold N. Cole M em orial Lawrence E. C onnelly M em orial Judge Alva R. C orlett M em orial M ary B. Couch Fund Jacob D. Cox, Jr. M em orial W illis B. Crane M em orial Dr. W ilb u r S. C row ell M em orial Marianne North Cum mer M em orial Glenn A. Cutler M em orial Nathan L. Dauby M em orial M ary E. Dee M em orial Fund Carl D ittm ar M em orial Magdalene Pahler Donahey Fund Anna J. Dorman and Pliny O. Dorman M em orial Fund James J. Doyle and Lillian Herron Doyle Scholarship Fund Robert J. Drake M em orial Kristian Eilertsen Fund Charles Farran Fund A rthur H. Feher Fund W illiam S. and Freda M. Fell M em orial Fund Herold and Clara Fellinger Charitable Fund Sidney B. Fink M em orial Frances B. and George W. Ford M em orial Gladys J. and Hom er D. Foster Fund Harriet R. Fowler Fund Katyruth Strieker Fraley M em orial Annie A. France Fund Mrs. Hermine Frankel M em orial I. F. Freiberger Fund Mrs. I. F. Freiberger M em orial Fund W inifred Fryer M em orial Fund Mrs. Florence I. Garrett M em orial Frank S. Gibson M em orial Fund Ellen Gardner G ilm ore M em orial Frances Southworth G off M em orial Robert B. Grandin M em orial James L. Greene M em orial Bell Greve M em orial Fund

Robert Hays Gries M em orial Carolyn K. Grossman Fund Isador Grossman M em orial Fund Marc J. Grossman Fund Jessie Haig M em orial Florence H am ilton M em orial Leonard C. Hanna, Jr. Cleveland Play House Fund The Leonard C. Hanna, Jr. Special Fund Mrs. W ard Harrison M em orial F. H. Haserot Fund Hom er H. Hatch Fund James W. Havighurst M em orial Scholarship Fund Lewis Howard Hayden and Lulu May Hayden Fund Nora Hays Fund Iva L. Herl Fund The Siegmund and Bertha B. Herzog Endowment Fund Highland View Hospital Employees' Fund A lbert M. Higley M em orial Reuben W. H itchcock Fund M ary Louise Hobson M em orial Fund Cora M ille t Holden M em orial Guerdon S. Holden M em orial Helen M. Holland M em orial Dr. John W . H ollow ay M em orial Fund John W. H olt M em orial Mrs. John H. Hord M em orial A. R. H orr Fund Joseph C. Hostetler M em orial Mrs. Ray Irvin M em orial The Norma W itt Jackson Fund Earle L. Johnson and W alter Sawtelle Doan and Ella P. Doan M em orial Fund James K. Johnson, Jr. M em orial Fund M inerva B. Johnson M em orial Fund Florence Jones M em orial M r. and Mrs. Sidney D. Josephs Fund A lb e rt B. and Sara P. Kern M em orial Fund Joseph E. Kewley M em orial Fund Quay H. Kinzig M em orial Thomas M. Kirby M em orial Dr. Emmanuel Klaus M em orial Fund Samuel B. Knight Fund The Philip E. and Bertha Hawley Know lton Fund

56


Estelle C. Koch M em orial Scholarship Fund Richard H. Kohn Fund Samuel E. Kramer Law Scholarship Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Meta M. Long Fund The W illiam Fred Mackay and Cora Carlisle Mackay M em orial Fund Anna Mary Magee M em orial Fund George A. and M ary E. M arten Fund Mrs. E. O. M arting M em orial The Frederick R. and Bertha Specht Mautz Scholarship Fund Malcolm L. M cBride and John Harris M cBride II M em orial Thomas McCauslen M em orial Mrs. E. P. M cCullagh M em orial Emma E. M cD onald Fund Gladys M. M cIntyre M em orial Fund Anna Curtiss M c N u tt M em orial Charles E. M eink M em orial W illiam J. M ericka M em orial The Grace E. M eyette Fund Herman R. and Esther S. M ille r M em orial Fund Emma B. M inch Fund John A. M itch ell and Blanche G. M itche ll Fund Harry F. M ite r M em orial Helen M oore Fund Daniel E. Morgan M em orial Fund M aryM acBain M otch Fund Ray E. M unn Fund John P. M urphy M em orial Fund Christopher Bruce Narten M em orial The National City Bank Fund Harlan H. Newell M em orial Jessie Roe N orth and George Mahan North M em orial Fund John F. O berlin and John C. O berlin Fund Ethelwyne W alton O sborn M em orial Erla Schlather Parker Fund Charles J. and Marian E. Paterson Fund Blanche B. Payer Fund

57

Caroline Brown Prescott M em orial Mary Dunham Prescott M em orial The George John Putz and Margaret Putz M em orial Fund The George F. Q uinn M em orial Scholarship Fund O m ar S. Ranney M em orial Grace P. Rawson Fund Marie Richardson M em orial Fund M inerva P. Ridley Fund Edna A. Rink Fund Orra M. Risberg M em orial Gertrude M. Robertson M em orial Clarence A. Roode M em orial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M. Rosenfeld M em orial Fund Dr. A. T. Roskos Fund D orothy and Helen Ruth Fund St. Barnabus G uild for Nursing Fund Mrs. Raymond T. Sawyer M em orial O liver H. Schaaf Fund Cornelius G. Scheid M em orial Fund The Robert N. Schwartz Fund for Retarded Children Alice D uty Seagrave Foreign Study Fund W arner Seely Fund A rth u r H. Seibig Fund Mrs. Louis B. Seltzer M em orial Annette B. Shagren M em orial Nina Sherrer Fund The John and Frances W. Sherwin Fund Cornelia Adams Shiras M em orial Dr. Thomas Shupe M em orial Fund David G. Skall M em orial Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Social W ork Scholarship Fund Society for Crippled Children - Tris Speaker M em orial Fund Society National Bank Fund Meade A. Spencer M em orial The M iriam Kerruish Stage Fund Belle Bierce Stair M em orial Frederick S. Stamberger M em orial Nellie Steele Stewart M em orial The Charles J. Stilwell Scholarship Fund

Ralph P. Stoddard M em orial Fund Esther H. and B. F. Stoner M em orial Fund M o rtim e r I. Strauss and Helen E. Strauss and Blanche New M em orial Fund Joseph T. Sweeny M em orial Charles Farrand Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr M em orial Elizabeth Bebout Taylor M em orial M ary J. Tewksbury Fund Allison John Thompson M em orial Margaret Hayden Thompson Fund Sarah R. Thompson Fund Homer F. Tielke Fund Maud Kerrush Towson M em orial Jessie C. Tucker M em orial Fund The Charles F. Uhl and Carl F. Uhl M em orial Fund Leo W. Ulm er Fund M alcolm B. Vilas M em orial Cornelia Blakemore W arner M em orial Fund Helen B. W arner Fund Stanley H. Watson M em orial Frank W alter W eide Fund Caroline Briggs W elch M em orial S. Burns and Simonne H. W eston Fund Lucius J. and Jennie C. W heeler M em orial Fund Elliot H. W h itlo ck M em orial Mary C. W hitney Fund The Marian-L. and Edna A. W hitsey Fund R. N. and H. R. W iesenberger Fund Lewis B. W illiam s M em orial M arjorie A. W inbigler M em orial John W. W oodburn M em orial Nelle P. W oodw orth Fund Leward C. W yko ff M em orial Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara M em orial Fund


STATEMENT OF CHANGES IN FUND BALANCES THE CLEVELAND FOUNDATION Year ended December 31, 1974

P R IN C IP A L

Balances at January 1, 1974 INCREASES IN FUND BALANCES Received from donors Gain from sale of assets Dividends Interest—net of amortization and purchased interest General trust fund income Common trust fund certificate income Partial benefit income Rental income Return of unused portion of prior years’ grants Amortization of bond premium Distribution of estate income Miscellaneous income T O T A L INCREASES IN FUND BALANCES TR AN SFERS From principal to income DECREASES IN FUND BALANCES Authorized by trustee banks: Trustees’ fees Other trust expenses Payments under grants authorized by The Cleveland Foundation Committee or the Distribution Committee: For charitable purposes To Greater Cleveland Associated Foundation for administrative purposes O ther—net T O TA L DECREASES IN FUND BALANCES Balances at December 31, 1974

1914 RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

COMBINED FUND RESOLUTION

TOTAL PRINCIPAL

$20,152,127.85

$96,514,760.23

$4,885,819.23

$121,552,707.31

173,157.69 521,976.83

3,898,569.87 583,932.75

1,022,780.67 510.79

5,094,508.23 1,106,420.37

2,051.74

8,840.80

139.40

11,031.94

697,186.26

4,491,343.42

1,023,430.86

6,211,960.54

(2,489.38)

(2,489.38)

34,366.82 428.44

136,289.72 14,469.56

155,000.00

949,854.19

2 , 100.00 14,843.58

9,707.39 2,000.17

92.38 32.60

206,738.84

1,112,321.03

8,630.08

1,327,689.95

$20,640,085.89

$99,893,782.62

$5,900,620.01

$126,434,488.52

8,438.60 66.50

179,095.14 14,964.50

1,104,854.19 11,899.77 16,876.35

58


INCOME 1914 RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

COMBINED FUND RESOLUTION

TOTAL INCOME

TOTAL PRINCIPAL AND INCOME

$ 548,721.34

$2,133,922.96

$220,280.91

$2,902,925.21

$124,455,632.52

36,000.00

36,000.00 1,719,958.61 1,399,463.76 38,014.91 130,199.80 2.279.780.48 43,677.32 46,945.39

140,941.00 153,013.75

2,422.38

244,534.22 32.00

50,941.55

297,898.15 32.00

5,130,508.23 1,106,420.37 2,573,170.09 2,025,678.06 206,616.30 131,803.84 2,460,175.77 48,677.32 50,962.23 11,031.94 297,898.15 ________ 32.00

1,543,739.93

5.938.606.49

348,667.34

7,831,013.76

14,042,974.30

712,270.48 473,200.55 168,601.39 180,395.29 5,000.00 1,849.84

1,604.04

2,167.00

2,489.38

$

59

2,573,170.09 2,025,678.06 206,616.30 131,803.84 2,460,175.77 48,677.32 50,962.23

2,489.38

-

0

-

47,683.55 3,133.27

118,957.78 2,589.08

8,346.28 89.94

174,987.61 5,812.29

354,082.75 20,776.79

1,331,228.00

5,382,801.66

101,411.00

6,815,440.66

7,920,294.85

83,595.00 3,358.47

309,820.00 13,758.04

32,387.00

425,802.00 17,116.51

437,701.77 33,992.86

1,468,998.29

5,827,926.56

142,234.22

7,439,159.07

8,766,849.02

625,952.36

$ 2,244,602.89

$426,714.03

$3,297,269.28

$129,731,757.80


APPROXI­ MATE M ARKETNote

STATEMENT OF ASSETS AND FUND BALANCES

STATEMENT OF ASSETS AND FUND BALANCES THE CLEVELAND FOUNDATION December 31, 1974

A SSETS Trust Funds: 1914 Resolution: Cash

$

666,444.88

$

667,000

Securities: U. S. Government obligations Bonds Common and preferred stocks General Trust Fund certificates of T he Cleveland Trust Company Other investments Multiple Trusteeship Resolution: Cash

388,093.88 7,977,697.93 9,438,423.30

325,000 6,164,000 12,906,000

2,775,871.38

2,913,000

21,246,531.37 19,506.88

22,975,000 20,000

21,266,038.25

22,995,000

2,587,476.93

2,588,000

1,635,809.68 36,801,189.13 55,195,754.15

1,522,000 28,801,000 73,692,000

1,793,171.25

1,630,000

2,657,030.15

2,000,000

100,670,431.29 1,467,954.22

110,233,000 1,468,000

102,138,385.51

111,701,000

605,497.01

606,000

58,349.13 2,272,177.35 3,364,383.02

53,000 1,869,000 2,709,000

25,606.09

19,000

6,326,012.60 1,321.44

5,256,000 1,000

6,327,334.04

5,257,000

$129,731,757.80

$139,953,000

$126,434,488.52 3,297,269.28

60

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

NOTE — Since approximate market valuations as of December 31, 1974 for other investments were not readily obtainable, the carrying value of other investments has been shown in the approximate market column.

Other investments

FUND BALANCES Trust Funds: Principal Income

$129,731,757.80


FINANCIAL REPORT GREATER CLEVELAND ASSOCIATED FOUNDATION COOPERATIVE PHILANTHROPY AND SERVICE TO FOUNDATIONS Cooperation among foundations to maximize the effectiveness of available funds and to m in i­ mize unnecessary duplication of effort remains a basic objective of the Foundation. D uring 1974 GCAF continued to coordinate a variety of co­ operative philanthropic activities: 1) an in fo r­ mation exchange for participating foundations; 2) publication of a newsletter focused on issues and projects of interest to local foundations; 3) cooperative fin a n c in g o f several s ig n ific a n t programs; and 4) p re p a ra tio n , on reque st, of written staff reports on specific projects and organizations for local foundations. The Louis D. B e aum ont F o u n d a tio n , The Nathan L. Dauby Charity Fund, The AHS Foun­ dation, The George W. Codrington Charitable Foundation, S. L ivin g sto n M a th e r Charitable Trust and The George Gund Foundation con­ tributed $31,500 to GCAF toward the cost of these services. CONTRIBUTIONS FOR SPECIAL PROGRAMS For support of the Businessmen's Interracial Comm ittee on C om m unity Affairs gifts totaling $47,500 from : Raymond Q. A rm ington ; Medusa Foundation; Society Foundation; National City Bank; Oglebay N orton Company; The W eatherhead Foundation; The W a rn e r and Swasey Foundation; The L u b riz o l F o u n d a tio n ; The George Gund Foundation; Terex Division of General M otors C orporation; The D ollar Sav­ ings and Trust Company; The Harris Intertype Foundation; The East O h io Gas C o m pa ny; Acme-Cleveland C orporation; Ernst and Ernst; TRW Foundation; Standard Products Founda­ tion; Cleveland Trust Company; IBM C orpora­ tion; Harris Foundation; John P. M urphy Foun­ dation; The Cleveland Foundation.

61

For the Summer Youth Programs gifts totaling $415,900 from : Oglebay Norton Company; The S. L ivin g sto n M a th e r C h a rita b le T rust; The G eorge G und F o u n d a tio n ; The R e inb erg er Foundation; Thomas H. W hite Charitable Trust; The Louis D. Beaumont Foundation; The Harry K. and Emma R. Fox Charitable Foundation; The Cleveland-Cliffs Foundation; AHS Foundation; The Samuel Rosenthal Foundation; George W. C odrington Charitable Foundation; The Nathan L. D a uby C h a rity Fund; T h e G rie s F un d; Orphans' O uting Fund; United Torch Services, Inc.; The Cleveland Foundation. For the Citizens' Council for O hio Schools gifts totaling $95,700 from : The N. C. R. C orpo­ ration; O h io Farm Bureau Federa tion, Inc.; Libbey-Owens-Ford Philanthropic Foundation; The Louis D. Beaumont Foundation; The Mead Corporation Foundation; Ham ilton C om m unity Foundation; Entelco C o rp o ra tio n ; Richland C o u n ty F o u n d a tio n ; N a tio n w id e Insurance Companies; The George Gund Foundation; The Columbus Foundation; The Cleveland Founda­ tion. For the Youth Program Developm ent Project gifts totaling $36,500 from : The George Gund Foundation; The Reinberger Foundation; Cuya­ hoga County. ADDITIONS TO EXISTING FUNDS For the G rea ter C le ve la n d Bar Fund gifts of $3,432 from various contributors. For the Donald A. and Jane C. Stark Scholar­ ship Fund a gift of $18,000 from the Donald A. and Jane C. Stark Charitable Trust. For the George H. and May Margaret Angell Trust Fund a g ift of $12,370 from the George H. and Margaret Angell Trust. For the John R. Raible Fund a gift of $5,486 from the John R. Raible Foundation allocated at

the discretion of the 1914 Cleveland Foundation Comm ittee. The gift was granted to the Cleve­ land S ch o la rsh ip Program to p ro v id e funds needed to support the program. NEW FUND ESTABLISHED IN 1973 Gorman-Lavelle Plumbing Company Fund - $300 GIFT FROM 509 (a) (3) SUPPORTING O RG ANIZATIO N The Sherwick Fund-$ 1 7 ,1 2 7 For unrestricted charitable purposes. FUNDS AND GIFTS OF THE GREATER CLEVELAND ASSOCIATED FOUNDATIO N George H. and May Margaret Angell Trust G ift Cleveland Advertising Club Fund Elizabeth C. Eastwood G ift Greater Cleveland Bar Fund T. Dixon and Ellen C. Long G ift John R. Raible Foundation Gifts The Reinberger Foundation G ift Kurt C. Seelbach G ift Shaker Heights Children's Theatre Fund G ift Gorman-Lavelle Plumbing G ift The Sherwick Fund G ift Donald A. and Jane C. Stark Scholarship Fund G ift Summer Youth Program Fund Businessmen's Interracial Com m ittee on C om m unity Affairs Fund Commission on Public School Personnel Policies in O hio Fund Citizens' Council for O hio Schools Fund


STATEMENT OF CHANGES IN FUND BALANCES GREATER CLEVELAND ASSOCIATED FOUNDATION Year ended December 31, 1974

R E S TR IC TE D FUNDS

Balance at January 1, 1974 Receipts: Investment income earned Fee income from The Cleveland Foundation Fee income from administered programs Contributions

COMBINED FUNDSCUSTODIAN FOR THE CLEVELAND FOUNDATION

CONTRI足 BUTIONS FOR DESIGNATED PROGRAMS

OTHER GRANT FUNDS

ADMINIS足 TRATIVE OPERATING FUNDS1974

$156,726

$ 223,710

$ 78,733

$157,609

-0 -

$ 93,467

360,915

179,663

968,508 1,192,218

56,409 135,142

12,936 31,500

80,487

630,881

80,487

93,467

35,822

6,217 685,117

520,565 6,217

685,117

35,822

520,565

330,172

507,101

99,320

110,316

80,487

93,467

(110,316)

87,052

23,264

$167,539

$116,731

Transfer of unexpended balance of designated program to related grant fund Transfer of operating funds Balance at Decem ber 31, 1974

$

UNRESTRICT OPERATING FUNDS

67,921

336,389 Disbursements: Grants Designated programs Administrative expenses

ADMINISTRATIVE OPERATING FUNDS1975

(895) $330,172

$ 506,206

895 $100,215

$

-0 -

62


BALANCE SHEET GREATER CLEVELAND ASSOCIATED FOUNDATION December 31, 1974

ASSETS Cash C ertificates of deposit Short-term investm ents Receivables: From contributors From The Cleveland Foundation Furniture and equipm ent Other assets

$ 176,187 500.000 400.000 $ 40,486 116,483

156,969 1 16,887 $1,250,044

LIABILITIES AND FUND BALANCES Accounts payable and accrued expenses Fund balances: Restricted: Combined fu n d s -C u s to d ia n for The C leveland Foundation Contributions for designated programs Other grant funds Adm inistrative operating funds Unrestricted —available for operating purposes

$

$330,172 506,206 100,215 167,539

29,181

1,104,132 116,731 $1,250,044

63


GIVING TO THE CLEVELAND FOUNDATION Gifts to The Cleveland Foundation may be made in several ways. All gifts, regardless of size, are used fo r th e c h a rita b le needs of the Greater Cleveland com m unity. Donors to the Foundation may direct gifts or bequests to specific agencies or institutions or to broad areas of concern, such as education, health and social services, civic or cultural affairs. Many donors provide w h o lly u n re s tric te d gifts, entrusting to the Foundation's D istribution C om m ittee the decisions on how these funds shall be utilized over the years. The unrestricted gift provides im portant fle xib ility and allows the D istribution Com m ittee to respond more effec­ tively to c h a n g in g c o m m u n ity needs as they emerge. There are three basic ways in w hich donors may contribute to The Cleveland Foundation: • The Separate Trust F un d is generally estab­ lished fo r a gift of $250,000 or more. Each trust o f this kind is held and managed separately by one of the five banks w hich serve as Foundation trustees. Adm inistrative costs make it most effec­ tive only for more sizable gifts. • The C o m b i n e d F un d p ro vid e s a m ore eco­ nomical way of receiving and adm inistering gifts o f any size. Either large or modest gifts may be received u n d e r th is plan because the trustee banks com bine individual contributions and in­ vest them as a whole. This procedure not only serves to increase the potential for overall in­ vestment return, but it also reduces the cost of adm inistering the donor's gift. The Combined Fund is a popular means for m em orializing a deceased friend or member of the family. • The S u p p o r t O r g a n i z a t i o n , under the p ro vi­ sions of Section 509(a)(3) of the Internal Reve­ nue Code, as amended, provides a means for p riv a te fo u n d a tio n s to o b ta in public charity status. In accordance w ith these provisions, the

D istribution Com m ittee of The Cleveland Foun­ dation has defined c e rta in c o n d itio n s w hich must be satisfied. Am ong these are: (a) the ap­ pointm ent by the D istrib ution C om m ittee of The Cleveland Foundation of a m ajority o f the trustees of the support organization; (b) 20 per­ cent of the income o f the support organization must come directly to The Cleveland Founda­ tion for grant-m aking,w itho ut restriction, by the D is tr ib u tio n C o m m itte e ; and (c) the 509(a)(3) support organization must make an irrevocable com m itm ent to become a fund of The Cleve­ land Foundation at the end o f 25 years or at the death of the principal donor(s), whichever event occurs last. A ffilia tio n not only allows the w ork of the form erly private foundation to continue, but it also provides professional staff assistance, through The C le ve la n d F o u n d a tio n , fo r grant evaluation and adm inistrative services. W hether through a separate tru s t fu n d , or through the Com bined Fund, an individual gift may be made either as a direct bequest during the donor's lifetim e, or it may be established in the donor's W ill. Foundation staff is always available to provide inform ation in response to specific donors inquiries about the alternative methods of giving to the Foundation and about the donor's specific phila nth rop ic objectives. It is suggested that any individual desiring to make a gift to The Cleveland Foundation confer w ith an attorney, financial advisor, or the trust officer of one of the five participating trustee banks - C e n tra l N a tio n a l Bank of Cleveland, The C le ve la n d T rust C o m p a n y, National City Bank, Society National Bank o f Cleveland, or Union Commerce Bank.

64


STAFF-1974 Homer C. W adsw orth, D irector Barbara H. Rawson, Assistant Director-Program * Thomas A. A lbert, Foundation Associate Timothy D. Arm bruster, Foundation Associate Anne F. Coughlin, Foundation Associate Muriel H. Jones, Manager, O ffice Services Henry J. Kubach, Accountant Jane F. Reisinger, Accountant Robert F. Risberg, Manager, Financial Services Richard F. Tompkins, Foundation Associate** Joan M. W ood, Foundation Associate* *Resigned, December 31, 1974 **Appointed September 1,1974 G. Brooks Earnest, Consultant

1974 ANNUAL REPORT Patricia Jansen Doyle, Editor John F. M orrell, A rt D irector Frank Aleksandrowicz, Primary Photographer

FURTHER INFORMATION Further specific inform ation 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 FO UNDATIO N GREATER CLEVELAND ASSOCIATED FOUNDATION Foundation Center 700 National City Bank Building Cleveland, O h io 44114 Telephone: (216) 861-3810



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