Cleveland Foundation – 1978 Annual Report by The Cleveland Foundation

THE CLE V E LA N D FOUNDATION The Cleveland Foundation is the oldest and largest com m unity foundation in the country. It was established in 1914 to provide a mechan ism through w hich any donor m ight make a gift or bequest of any size for the benefit of the Greater Cleveland com m unity, certain that ch a n g in g needs w o u ld n o t m ake the g ift obsolete. There are now 245 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 w hich are allocated several times each year by an 11-member D istribution Com mittee. This com m ittee, assisted by a profes sional staff, distributes the funds in ways both consistent w ith donor wishes and in tune with contem porary philanthropic opportunities. Some donors designate specific organizations to receive the gifts; others lim it gifts to broader areas of concern such as civic or cultural affairs, e d u c a tio n , hea lth o r social services. M any donors give w h o lly unrestricted gifts which provide im portant fle xibility in allowing the Dis trib u tio n Com m ittee to respond effectively to changing com m unity needs as they emerge. The members of the D istribution Comm ittee are selected in a variety of ways for their know l edge of the educational and charitable needs

of the com m unity. One member of the D istri bution Com m ittee is appointed by each of the follow in g: the chief judge of the United States D istrict Court, Northern District of O hio, Eastern Division; the presiding judge of the Probate Court o f Cuyahoga C o u n ty ; the m ayor of Cleveland; the president of the Federation for Com m unity Planning, and the chief justice of the Court of Appeals fo r the Eighth Appellate District of Ohio. These five public officials also select a member who is a trustee or principal officer of another philanthropic foundation. Five additional members are appointed by the Trustees Committee. Each member of the Dis tribution Comm ittee is appointed for a five-year term. A member may be reappointed for a maximum of 10 years of service. The Trustees Comm ittee is composed of the chief executive officers of the five trustee banks: The Cleveland Trust Company, Central National Bank of Cleveland, National City Bank, Society National Bank of Cleveland and Union Com merce Bank. 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.

TABLE O F CONTENTS The Chairman's L e tte r .............................................................. 2 The Director's R e p o r t.............................................................. 4 Grant S u m m ary........................................................................... 6 REPORT ON 1978 GRANTS Civic A ffa irs ................................................................................. 7 Education

................................................................................... 15

Cultural A ffa ir s .......................................................................... 27 Health ......................................................................................... 33 Social Services.............................................................................39 Special Philanthropic Services................................................. 48 FINANCIAL REPORT Trust Fund G r o w th .................................................................... 50 Trust Fund L is tin g ...................................................................... 52 Supporting O rg a n iz a tio n s ....................................................... 54 Combined Fund G r o w th ......................................................... 55 Combined Fund L is tin g ............................................................56 Statement of Changes in Fund Balances................................58 Statement of Assets and Fund Balances................................60 CLEVELAND FOUNDATION RESOURCES Funds, Gifts and G ra n ts ........................................................... 61 Statement of Changes in Fund Balances................................ 62 Balance S h e e t............................................................................ 63 Giving to The Cleveland F o u n d a tio n .................................... 64 The D istribution Committee, Trustees Com m ittee and S ta ff............................Inside back cover

TH E C H A IR M A N ’S LETTER

It has been my privilege to have served this com m unity over the past ten years as a member, and since 1974 as chairman of the D istribution Com m ittee of The Cleveland Foundation. Hav ing com pleted the maximum period of service, I leave the Com m ittee w ith satisfaction in the Foundation's growth and accomplishments. Responsibility for the financial growth of the Foundation must be credited largely to the gen erous nature of many Clevelanders and their strong faith in the record of the Foundation and the judgm ent of its trustees and D istribution Com m ittee members. The past ten years have shown over a 70 percent growth in the market value of assets. During 1978, continued growth is demonstrated in the acquisition of $7.8 m il lion in new funds and additions to those already established. As the Foundation has grown, so have the dollars granted to w orthy projects. Annual grant making has almost doubled since 1969, w ith $5.2 m illion in grants authorized in that year, as compared w ith $10.2 m illion in 1978. During my tenure on the D istribution Committee, grants totaling $77.9 m illion have been made available to this com munity. In addition, since 1973 three supporting o r ganizations have joined The Cleveland Founda tion. The Sherwick Fund, form erly a private fam ily foundation created by John and Frances Sherwin, became the first supporting organiza tion in the country. In 1977, the second support ing organization of the Foundation, The W illiam J. and D orothy K. O 'N eill, Sr. Fund was created by the O'Neills. W e were pleased in 1978 when the third such fund, The Elizabeth and Ellery Sedgwick Fund, was form ed by the Sedgwicks. These organizations provide an im portant addi tional source of philanthropic dollars to the

Cleveland area. W ith the sizeable grow th in resources, the Foundation continues to play an increasingly significant role in addressing the needs o f the Cleveland area. Upon becom ing chairman five years ago, I had the pleasure to w elcom e a new director and to oversee the first of the now an nual D istribution C o m m itte e /sta ff planning re treats. Discussions at that first retreat began a series of significant policy decisions that have guided the Foundation during recent years. Since then, w h ile continuing to respond to a w ide variety of requests, grant making has fo cused on several m ajor com m u nity problem s in response to initiatives undertaken by the Foun dation. This has included programs in crim inal justice, health care delivery (particularly child health), school desegregation and finance, so cial services delivery, perform ing arts and com m unity developm ent. In these and other areas, we have undertaken careful studies and have encouraged thoughtful responses to often com plicated and perplexing problems. In addition, such discussions led to the deci sion to increase disbursements over a five-year period to civic affairs activities as w ell as educa tion and the arts. Grant making over the last several years has dem onstrated that this sugges tion has been carried out. Also during the past five years, a comprehensive grant m onito rin g and evaluation system has been im plem ented which follow s all grants and serves as a valuable means to assess the results of funded projects. O ther foundations have been interested in this evaluation process and have utilized parts fo r their own purposes. To accomplish these tasks, a staff w ith varied technical background and significantexperience has been assembled. Their diverse strengths

have enhanced our ability to evaluate the o p portunities presented and to stim ulate new ac tivities. I am indebted to Homer W adsworth and his staff fo r their fine service. The Foundation has also elected to make m ajor adm inistrative and policy changes. In re sponse to the Tax Reform Act and the issuing in 1977 of extensive regulations governing the operation of com m unity foundations by the U.S. D epartm ent of the Treasury, a new Cleveland Foundation Declaration of Trust was approved by the D istributio n Com m ittee and Trustees. This 1977 Declaration complies w ith the regula tions' mandate that a com m unity foundation's governing body be more actively involved in reviewing investment perform ance than was fo r m erly the case, and that it have greater respon sib ility fo r assuring that foundation funds are re sponsive to changing problem s and perceptions o f p u b lic need. Yet the basic purpose and o p eration of the Foundation was not changed substantively. Copies of the Declaration are available from the Foundation fo r interested attorneys, estate planners, foundations and the general public. The Foundation's recognition of the special responsibilities and rights afforded this public trust has led to the establishment of several ma jo r policy positions. In 1976, a co n flict of inter est statement was form ally adopted. This state m ent clearly defines and guides D istribution C om m ittee members and staff in the grant mak ing process. It prohibits board and staff from receiving any m onetary benefit from grant pro grams supported by the Foundation and does not perm it staff officers to serve on com m unity agency boards. It also assures identical proce dures in handling all grant requests and protects against special consideration being given to

agencies on which either D istribution C om m it tee members or their spouses currently serve. Concern over the special responsibilities in making grants that involve the use of human subjects in experim entation resulted in the de velopm ent of a special grant-making and m oni toring policy on human experim entation. Simi lar policies are now being considered by other foundations. W hile Foundation practices have always re flected belief in the equality of all persons, an affirm ative action policy was approved in the fall of 1978. The principles of this policy are ex pected to be follow ed by not only the Founda tion but also those organizations which receive grants. We believe that all of these policies demonstrate our continued com m itm ent to re sponsibly carry out our public duty. Realizing that many philanthropic efforts as sist this com m unity, the Foundation has co ntin ued to cooperate w ith many local foundations, and I want to commend them and express my appreciation fo r their cooperation. O ur jo in t sponsorship of the Kent H. Smith Library has been particularly rewarding. This field office of the Foundation Center, New York, one of the first such branches in the country, is providing helpful inform ation to all who are interested in securing funds for w o rthw h ile activities. The very significant creative role the Founda tion plays in the changing environm ent of our com m unity can be traced to the long history of strong leadership of the D istribution C om m it tee. I want to express my thanks to all my col leagues on the Com m ittee for their dedicated effo rt and wisdom. In addition, special thanks go to several members w ho resigned from the Com m ittee during 1978 because of moving out of town. They are C w ill L. York, W alter O. Spen

cer and Charles E. Hugel, and to George B. Chapman, Jr., whose term expired in A p ril' of 1979. M y strong best wishes go to the members of the D istribution Com m ittee and the staff o f the Foundation who serve this com m unity's needs so conscientiously. I know the opportunities that lie before you w ill be met responsibly and w ith vision.

H. Stuart Harrison June 1979

THE D IRE C T O R ’S REPO RT

The Cleveland Foundation managed to slip into its 65th year w ith little fanfare, perhaps because it is as much a part o f the Cleveland scene as Public Square and the Term inal Tower. Such an occasion is an appropriate tim e, however, to take a careful look at the Foundation's past and its present as a basis upon w hich to suggest the role that it may play in the scheme o f things in future years. The Cleveland Foundation's form ative years (1914-1921) were marked by the vigor that ac companies a new and im po rtant idea and by a w ide range of studies launched to give the founding fathers a clear and accurate picture of com m unity conditions. They knew that they were dealing w ith som ething new under the sun — an orderly way o f encouraging people of modest to com fortable means to establish and nourish a com m unity foundation capable of helping each generation adjust to constantly changing conditions. The idea to o k root quickly — not only in Cleveland but th ro ugho ut the na tion. Today there are some 225 com m unity foundations in the country w ith total assets of approxim ately $1.4 b illio n at the last count. It is probable that the first members o f the D istribution C om m ittee m oved to sponsor vari ous studies because they could not afford to do much else during those years. The results, h o w ever, were more im portant than having re sources on hand w ith o u t a clear notion o f how such resources m ight best be used. The idea o f a com m unity chest — now the United W ay — was born in this fashion and had its first test run in Cleveland. Comparable developm ents in education, social w o rk training, crim inal justice, urban park and recreation design and govern ance are notew orthy products of these studies. One may dou bt that com parable results were

achieved anywhere from systematic application of know ledge to com m unity affairs. The Cleve land studies confound the conventional wisdom that objects to studies because they produce reports and little else. The results over the years now show accom plishments in many fields that could not have been achieved otherwise. A reading of the Foundation's w o rk during 1978 in the sections w hich fo llo w reveals that we are once again deeply involved in com m un ity studies in various fields. There is a significant difference in our situation today as contrasted w ith circumstances faced by the founding mem bers of the D istribution Com m ittee in the first seven years of its existence. The Cleveland Foundation has sufficientassets to sponsor many studies and to carry out experimental efforts based on research findings and subject to re search controls. O ur assets are in the general range of $200 m illion. Available income each year now exceeds $10 m illion. This can make a w o rld of difference, especially in a com m unity now beset w ith staggering problem s of govern ance of its public affairs. There is no great mystery about how Cleve land managed to get into its present condition. The suburbanization of the area began much earlier than in most cities because of the devel opm ent o f a rapid transit system in the 1920s. Thus the city o f Cleveland became over tim e a com m u nity w ith little or no m iddle class — the glue of citizen e ffo rt that tends to hold com m unities together as com m on purposes are forged and carried out. The Cleveland case has been com plicated by the creation of a political system fo r electing m unicipal officials that de fies all logic and com m on sense. Can anyone imagine how a city governm ent can function w ell that is presided over by officials w ho must

run fo r office every tw o years and are chosen — the Mayor's office being the one exception — to each represent one ward of the city rather than the com m unity as a whole? Cleveland's problems along this line are historic, so much so that they norm ally produce officials more gifted at rhetoric than at governance. The facts must be dealt w ith, however un pleasant the tasks involved. There can be no peace or healthy circumstances when an area, generally prosperous and possessing resources o f size and significance and institutions of w orld repute, contains at the same tim e a central city that is rotting out and political institutions in capable of responding to the problems gener ated by such conditions. Clearly, the facts of the case become essential, no matter how d iffi cult it may be to sort them out. Seasoned judg m ent and opinion must be brought to bear on the various solutions possible. An inform ed and active public must be encouraged, it being the role of the citizen in a democracy to determine the course of public affairs. The reader w ill find in these pages .consider able evidence that The Cleveland Foundation is moving aggressively to play its part in bring ing to all of our people the inform ation needed to make the crucial choices of policy to guide this com m unity in future years. These investiga tions are not lim ited to the affairs of govern ment. They extend as well to an analysis of how best to assure stable cultural services and a man ageable mix of both public and private effort in a large variety of fields. One m ight ask: Is it appropriate for a com m unity foundation to sponsor research on pub lic questions and to review policy options on public affairs? The answer fo r a com m unity foundation is especially clear: W e w ould be

quite remiss in our obligation if we did not take an active interest and concern in such matters. A com m unity foundation is an instrum ent to carryout public purposes through private means and through voluntary efforts. Such an agency must avoid direct participation in the political process as a m atter of good sense as w ell as law and regulations governing all foundation activity. This prohibition, however, does not ex tend to any lim itation on the study of public questions, encouragement of public discussion of such matters, and assistance to public author ities in providingtraining o p p o rtu n itie sfo r those w ho wish to pursue public careers in the many technical and scientific specialties that are now required by the public service. The Cleveland Foundation does not intend to enter the p o liti cal arena. It does support vigorous effo rt to im prove the public service by proper means short of direct participation in politics. The Cleveland Foundation is most grateful to the thousands of people over the past 65 years w ho have generously aided our w ork. W e are especially grateful to those w ho left funds in our care w ith significant discretion given to our D istribution Com m ittee as it takes into account changing conditions in determ ining policies and programs w orthy of support. It is greatly to our advantage to have such discretion in more than 80 percent of the assets held, fo r it is this feature that gives us confidence that we can play a useful role in the com ing Cleveland Renaissance. Hom er C. W adsworth June 1979

'o 'o 'o ro 'o

THE C LE V E LA N D FOUNDATION— S U M M A R Y O F GRANTS A U T H O R IZ E D — 1978 TOTAL GRANTS $10,229,763

Administrative expense in 1978 represented 8.06% of total grants authorized by The Cleveland Foundation.

CIVIC A FFA IRS

CIVIC AFFAIRS

Cleveland has long prided itself on the strengths of its private sector — its fine universities, w o rld renowned orchestra, distinguished social service agencies. W h ile these have remained strong, the public sector has crum bled around them. D uring 1978 the City of Cleveland became the second Am erican city to slide into default since the Great Depression. Its school system bowed to bankruptcy. And citizens of this aging indus trial m etropolis began to ponder what impact disintegration at the core w ould have upon the econom y, the essential public services and even the leisure-tim e pursuits of the entire region. Solutions are not easy to conceive let alone im plem ent. Yet the beginning of all wisdom in c o m m u n ity affa irs, and p a rtic u la rly d u rin g periods of great stress, is sure and certain know l edge of the facts. This was the preoccupation of The Cleveland Foundation during 1978. Many im portant facts have been obscured by rhetoric and by the politics of adversary relationships. So the Foundation attempted, through its own staff resources and through grants to research and citizen institutions, to bring light where light was needed and to look for talent that could provide inform ation and professional views on a continuing basis to those who govern this com m unity's civic affairs. The Foundation supported research directed toward making sense out of the finances of the City of Cleveland, analyzing the impact of fed eral grants on city services, and assessing the condition of the capital assets of the city. The picture which emerged was not a happy one. The studies confirm ed that the city's finan cial books are unauditable and obscure ques tionable practices, that federal objectives have been subverted by bureaucratic maneuverings and poor tim ing, and that Cleveland's infrastruc

ture is showing the strains o f age and neglect, its bridges tum bling dow n, sewers caving in, and water and heating distribution systems moving toward collapse. W hile all these problem s are magnified w ithin the city limits, they exist to some degree throughout the m etropolitan area. Despite a volatile political climate, the Foun dation continued to be interested in both the neighborhoods and the dow ntow n, in the revitalization of both housing and com mercial stock, and in such im portant people-oriented services as safety, education and recreation. Two bright spots in this civic affairs picture were the continued enhancement of the m etro politan area's m agnificent park system, so vital to local leisure activities in an increasingly energy-conscious society, and the developm ent of new leaders through a program for black ministers and through Leadership Cleveland. IN SEARCH OF A CITY A U D IT OR MORE THAN CHECKBOOK ACCOUNTING The total finances of the City of Cleveland have not been audited at any tim e during this decade. In fact, in late 1977 an independent auditing firm declared the books unauditable. Under threat of loss of federal funds and the specter of New York City, Cleveland's new city adm inis tration agreed to an offer from the Greater Cleveland G rowth Association for assistance in developing a balance sheet as a first step to ward upgrading its accounting procedures. The Cleveland Foundation granted $25,000 to the Cleveland Developm ent Foundation of the G rowth Association toward this effort. In turn, the city engaged Touche Ross & Co., which in O ctober submitted the city's first balance sheet in many a year. W hile full of qualifications, it underscored problems which must be resolved

if the city is ever to have an independent audit. W hat comes to light is a "m a and pa store single-entry cash accounting system fo r a co m plex operation involving m ore than $400 m illio n a year. In these times o f fiscal crisis, the system hides the im pact o f interfund transfers and the total accumulated debt. Very specifically, the balance sheet calls attention to the failure to project the future costs to the taxpayers o f deferring overtim e, vacation and sick pay fo r police officers and fire fighters and warns that m illions upon m illions o f dollars borrow e d from special accounts and departm ents, even from bond funds, must ultim ately be restored from the general fund. M eanw hile the city remains unauditable. It is still in default on its bank loans. It is essentially frozen out o f the bond market. And the city must upgrade its accounting system by a new 1980 federal audit deadline if it is to retain revenue sharing funds. This is extremely im portant, fo r Cleveland is virtually a ward of the federal government. The $100 m illion of federal m oney now annually funding basic city services is almost equal, dollar for dollar, to that provided by local wage and property taxes and by the State o f O hio. The im pact of this federal funding was ex plored during 1978 by a team o f six researchers headed by a Cleveland Foundation program officer under a contract from the Brookings Institution in W ashington, D.C. The findings are part of a Brookings study o f 14 cities to be p ub lished soon in tw o volumes. The research suggests that new federal p ro grams came just in tim e to save Cleveland from the bankruptcy which could have occurred in 1972. That year local revenue dropped drasti cally afterthen M ayor Carl Stokes lost his gamble

that if he reduced the local property tax the voters w ould approve his proposed earnings tax. Federal revenue sharing came to the rescue first, follow ed by a series of new federal pro grams: Law Enforcement A dm inistration Act, Emergency Employm ent Act, Comprehensive Em ploym ent and Training Act, Com m unity D evelopm ent Block Grant Program, Job O p p o r tunities Program, Local Public W orks Act and Anti-recession Fiscal Assistance Act. Federal funds delayed the day of reckoning by going into basic jobs and services but, in the process, federal objectives often were ignored. The study reveals that LEAA money slated for new initiatives to make inner-city neighbor hoods a safer place to live paid fo r the salaries of patrolm en already on the beat and even, som ewhat imaginatively, purchased electricity fo r street lighting from the city-ow ned M u n ici pal Light Plant. CETA funds designed to provide short-term em ploym ent and skills to the unemployed were used to rehire or retain city workers who other wise w o u ld have been dropped from the city payroll. O ver the past five years or so a signifi cant portion of the salaries of police, fire fig h t ers, sanitation workers and even park, recreation and p o llu tio n control employees has been shifted to federal sources. Over time, experi enced professionals have been replaced by per sons w ith little or no skills, w ith an accompany ing decline in the quality of service. The Brookings research calls attention to the fact that the CETA program here had virtually no success in m oving the most disadvantaged, especially the young and black, into unsubsi dized em ploym ent. And it documents that only the anti-recession program was tim ely enough to assist Cleveland's econom y when it needed

a boost. O ther job programs usually were hiring when local em ploym ent was at its peak. In preparation for the Brookings w ork and as a part of The Cleveland Foundation's continuing assessment of this com m unity's health, com m unity studies grants were made in 1978 which enabled staff and other researchers to examine budgets, financial statements and master plans, where they existed, not only of the city and the school system but of the 17 m ajor special-pur pose governmental units w ithin the county. The research indicates that many other agen cies have accounting and management needs which call for more than the fragmentary and cumbersome accounting efforts of the State of O hio and for legislative responses which look beyond immediate crises to long-term stability. The Foundation is continuing to support a study of various options designed to make major governmental entities more effective short of regional government. The study, headed by a Kent State University political scientist, is eval uating the options against the follow in g criteria: management improvement, generation of fiscal resources, econom ic development, com m unity development, citizen participation, and racial and ethnic cooperation. MORE THAN FILLING POTHOLES W hile citizen effort in Cleveland has focused for a num ber of years on the revitalization of the dow ntow n and its blighted close-in neigh borhoods, research suggests there should be an emerging concern about the less visible infra structure of the city. W hat must be done if resi dents of both city and suburbs are to have clean water to drink, safe sanitation, decent streets and bridges and effective public transportation? The Urban Institute in Washington is com

pleting an im portant assessment o f the c o n d i tion of the public capital stock in Cleveland as part of a national assessment fo r the U.S. Departm ent of Housing and Urban D evelop ment. The study concentrates on five com po nents of the infrastructure w hich are necessities of urban life usually taken for granted: the water system, the sewer system, streets, bridges and transit. The researchers concluded that all had deteriorated through age, lack of new construc tion and deferred maintenance. In the water system, for instance, one of the four treatm ent plants w hich purifies water from Lake Erie into drinking water is in an "extrem ely hazardous co n d itio n " and in "d a n ger of collapse" and many pipes throughout the m etropolitan area are encrusted w ith particles which "disastrously reduce their ability to carry w ater." The condition of the pipes, when com bined w ith pum ping deficiencies, results in low water pressure which threatens fire protection of the city and is reportedly hindering business and industrial expansion in the m etropolitan area. Cleveland's financial problems do not fully explain this neglect, for investment in w ater works may be financed through increased rates to customers. But Cleveland city officials prefer to keep rates down for its own constituents w hile suburbanites, who use half of all the water, have no say in establishing the rates. Furthermore, maintenance of the pipes is a responsibility unclearly split between Cleveland and other com munities, a situation which has led to neglect and legal disputes. Similar conflicts are found in the Cleveland Regional Sewer District whose form ation was mandated by court action in 1972. The regional system operates the treatment and disposal

CIVIC AFFAIRS facilities and the main interceptor line and has benefited from substantial infusion of federal funds. The city, on the other hand, has retained its local colle ction system and has been unable to meet m atching requirements fo r federal funding. The city's feeder pipes, running from house to street, from streeet to main line, are old and decaying and unable to carry o ff all storm water during heavy rains. There have been more than 600 flo o d in g incidents in a single year, spewing raw sewage and runoff onto streets and lawns, occasionally destroying every thing from priceless library manuscripts to a p ic tu re s q u e lagoon as flash flo o d s rushed through University Circle and Rockefeller Park. The city government, again unw illing to raise user rates fo r capital improvements, only re cently diverted some com m unity developm ent block grant money into the sewer system amid mixed reactions from the neighborhoods. Streets and bridges also have fallen victim to age, delayed maintenance and the corrosive effects of w in te r salt. Streets are more visible, however, and potholes eventually are filled and maintenance done although w ork often has been delayed by bureaucratic bickering among governmental bodies. A federal study revealed that about 30 per cent of the 163 bridges maintained by the City of Cleveland are in intolerable or unsatisfactory condition. This was recently dramatized by the closing of a Ninth Streeet viaduct over the rail road tracks to heavy trucks and buses and the proposed closing of the much-traveled LorainCarnegie Bridge over the Cuyahoga River. Between 1973 and 1977, the city cut in half its bridge maintenance force, leaving only 17 per sons responsible for full or partial maintenance o f 300 structures. One third of the maintenance

tim e is devoted to the six lift bridges over the Cuyahoga and the remaining tim e merely to keeping the bridges open to traffic, repairing potholes and railings, and m ow ing grass. Paint ing and other preventive maintenance were elim inated more than five years ago. Creation of the Greater Cleveland Regional Transit A u tho rity in 1974, w ith its own tax sup port and resultant unlocking of vast federal urban transit funds, undoubtedly saved that neglected asset. RTA is getting hundreds of new buses and trains, replacing tracks and rehabili tating stations. The Cleveland Foundation provided technical assistance to the Urban Institute study and w ill assist in the dissemination of its findings through a m ajor conference to be held in Cleveland for national and local leaders. Ways to cope w ith a backlog of capital needs, exceeding $1 billion, should be high on that agenda.

in the suburbs. H ow can this happen? They are being b u ilt on urban renewal land and, because the builder is a n o t-fo r-p ro fit corporatio n, the urban renewal w rite-dow ns are being passed on to the purchasers. Judging from inquiries to date, the new housing may attract w h ite resi dents back to a black neighborhood w h ich is conveniently located close to churches, parks and the jobs and services o f Cleveland's edu cational, cultural, and health care center o f U n i versity Circle. Up to 40 other sites are available im m ediately for additional new homes and the potential is much larger since an estimated 2,000 o f the 8,000 properties in the Hough area are on the tax delinquent rolls. A Foundation grant o f $61,600 was made to the Hough Area D evelopm ent C orporation fo r three related activities: a m arketing study of potential home buyers, a real property inven

HOMES FOR HOUGH

tory using the county's com puterized data and photographic inventory in order to identify and acquire the most blighted property, and the em ploym ent of a staff lawyer. The grant was among $281,600 awarded in 1978 to eight area devel opm ent corporations — organizations dedicated to total neighborhood renewal prim arily through physical improvements.

For those w ho thought the Hough area burned and died in the riots of the 1960s it may come as a surprise that optim istic developers believe this central city neighborhood is on the verge of a comeback. The slums, torched and aban doned, have disappeared. W hat is left are de cent homes occupied by decent people who plan to stay. The Hough Area Developm ent Corporation and its subsidiary, Homes for Hough, have been engaged in land banking, the rehabilitation of single and m ulti-fam ily dwellings and now the construction of new homes fo r sale. Eight houses are going up on or near a cul-de-sac adjacent to Rockefeller Park. They are w e ll-b u ilt subur ban style tract houses but w ill be offered for up to 25 percent less than if they were being sold

PARKS - FROM LAKE TO VALLEY The cleaning and greening of Cleveland's lakefron t is a source of satisfaction to all w ho shared in the transfer of the city parks on the shores of Lake Erie to the State of O hio. In just one year, the state has spent more than $7 m illion, begin ning w ith the basics. It has cleared away the gar bage, put the toilets back in w o rking order, b u ilt cement fishing platforms to keep the fishermen

o ff the rocks and out of the drink, and put park rangers on patrol. The State Departm ent of Nat ural Resources also has engaged a distinguished landscape architect, the man w ho conducted the original Foundation-funded park study, to design the master plan fo r a $250 m illion devel opm ent over the next 25 years. The Cleveland Foundation continued to fund such organizations as the Friends of the Parks and the Cuyahoga Valley Park Comm unities Council. They are exploring everything from the beautification of the Flats at the mouth of the Cuyahoga to the tasteful and efficient handling of transportation and services around the 30,000acre Cuyahoga Valley National Recreation Area com ing into being to the south. As one of the National Park Service's first urban parks this in form al recreation area w ill house no motels, lodges, fast food restaurants or souvenir shops yet is expected to attract by 1990 more visitors per year than Smokey M ountain, the most pop ular national park today. HALLE PARK A grant of $750,000 was made to the Jewish C om m unity Center fo r developm ent of a yearround fam ily camp and conference center in the 324-acre Halle Park in Geauga County. The grant has been made subject to the Jewish Com m unity Center raising m atching funds. The Cleveland Foundation support is com ing from three funds restricted to Jewish purposes: the Edith Anisfield W o lf Fund and the Blanche R. Halle M em orial Fund and the Eugene S. Halle M em orial Fund. A total of $500,000 is com ing from the principal of the Halle funds, which must be fu lly disbursed by 1985.

CIVIC A F F A IR S G RA N T S THE CLEVELAND FOUNDATION ANTI-DEFAMATION LEAGUE OF B’NAI B’RITH, OHIO KENTUCKY REGIONAL OFFICE, Columbus, Ohio Operating s u p p o rt...................................................................................................................................................................................................................... $

2,500

BEDFORD HEIGHTS CIVIC COALITION Fair housing pro g ra m .................................................................................................................................................................................................................

32,500

CENTRAL AREA DEVELOPMENT CORPORATION Renovation of building, grounds and roof re p a ir....................................................................................................................................................................

16,000

CITY CLUB FORUM FOUNDATION, INC. Cost of meals, transportation and printed materials for senior citizens to attend weekly forum s e r i e s ......................................................................

4,400

CLEVELAND CONSUMER ACTION FOUNDATION, INC. Operating s u p p o rt......................................................................................................................................................................................................................

3,500

CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY Economic impact s t u d y ...........................................................................................................................................................................................................

8,000

CLEVELAND DEVELOPMENT FOUNDATION Creation of Development Corporation’s Council of Greater C le v e la n d ............................................................................................................................ Development of unaudited balance sheet and analysis of balances as of 12/31 /77 for the City of C le v e la n d ............................................................ Leadership Cleveland Program over two y e a r s .................................................................................................................................................................... New Cleveland C a m p a ig n ......................................................................................................................................................................................................

5,000 25,000 30,000 75,000

CLEVELAND FOUNDATION RESOURCES Cleveland conference on tax s im p lific a tio n ......................................................................................................................................................................... Evaluation of grant to Cleveland Development Foundation for development of unaudited balance sheet of City of C le v e la n d ................................... Evaluation of grant to Cuyahoga County Mayors and City Managers Association for information transfer c o n fe re n c e ............................................. Evaluation of grant to Hough Area Development Corporation for planning a new housing developm ent...................................................................... Evaluation of grant to Plus Club, Inc. of Cleveland for Willing Workers program (second y e a r ) ..................................................................................... Evaluation of grant to the Ohio Conservation Foundation for Friends of the Parks p ro g ra m .......................................................................................... Foundation planning in community research and analysis..................................................................................................................................................... Study of capital needs of City of C le v e la n d ........................................................................................................................................................................ Travel to the Hamburg Conference of the International Federation for Housing and P la n n in g .....................................................................................

770 11,450 2,000 2,500 2,000 5,000 78,975 5,000 2,400

CLEVELAND HEIGHTS, CITY OF Cleveland Heights Activity Measurement Program, a program to evaluate effectiveness of municipally-provided public services over three years....................................................................................................................................................

105,450

CLEVELAND METROPARKS SYSTEM Transportation s t u d y ................................................................................................................................................................................................................

30,000

CLEVELAND STATE UNIVERSITY Preparation of Urban Recovery Project proposal................................................. •................................................................................................................

4,502

CLEVELAND TENANTS ORGANIZATION Operating support for developing institution (fourth year)....................................................................................................................................................

15,000

CLEVELAND WOMEN’S COUNSEL Partial support for Cleveland Women’s H a n d b o o k ..............................................................................................................................................................

1,810

CRIMINAL JUSTICE PUBLIC INFORMATION CENTER Operating support for developing institution over three years (fourth year through seventh y e a r ) ............................................................................... Technical assistance to the People’s Busing Program.........................................................................................................................................................

160,000 4,000

CUYAHOGA COUNTY BOARD OF COMMISSIONERS Training program by County Public Defender Commission (second y e a r ) ........................................................................................................................

16,365

CUYAHOGA COUNTY COMMON PLEAS COURT — JUVENILE COURT DIVISION Documentation Management Program and policy and procedure manuals (second y e a r ) ...............................................................................................

34,000

THE CUYAHOGA COUNTY MAYORS AND CITY MANAGERS ASSOCIATION Information transfer c o n fe re n c e .............................................................................................................................................................................................

5,000

CUYAHOGA COUNTY REGIONAL PLANNING COMMISSION Cuyahoga County Conference of Housing and Community Development Officials over two y e a r s ................................................................................

8,800

CUYAHOGA COUNTY SHERIFF’S OFFICE Training and consultant assistance for corrections program (second ye a r).......................................................................................................................

42,000

THE CUYAHOGA PLAN OF OHIO, INC. Advertising campaign for Housing Information S e r v ic e ..................................................................................................................................................... Comprehensive open housing program for metropolitan Cleveland (fifth y e a r ) .............................................................................................................

25,000 11^000

THE CUYAHOGA VALLEY ASSOCIATION Perimeter Protection Project for the Cuyahoga Valley National Recreation Area over two years.....................................................................................

20,430

CUYAHOGA VALLEY COMMUNITIES COUNCIL, INC. Transportation study, land use and commercial development assistance for the Cuyahoga Valley National Recreation A re a ...................................

25,000

DETROIT SHOREWAY COMMUNITY DEVELOPMENT ORGANIZATION Neighborhood commercial renewal (third y e a r ) ....................................................................................................................................................................

21,000

DOWNTOWN CLEVELAND CORPORATION Operating support (fourth y e a r ) ............................................................................................................................................................................................

25,000

FAIRFAX FOUNDATION, INC. Operating s u p p o rt.....................................................................................................................................................................................................................

40,000

FEDERATION FOR COMMUNITY PLANNING Juvenile Justice Task F orce...................................................................................................................................................................................................... Study of voter attitudes on health and welfare ballot issues................................................................................................................................................

1,900 4’000

FRIENDS OF SHAKER SQUARE Neighborhood commercial renewal (third y e a r ) ....................................................................................................................................................................

49,900

GARDEN VALLEY NEIGHBORHOOD HOUSE Community Work Program involving organization of block clubs, recruiting home owners for housing rehabilitation and training of area le a d e r s .............................................................................................................

7,500

GREATER CLEVELAND INTERCHURCH COUNCIL Regional conference, “ Urban Crisis and Black Survival” .....................................................................................................................................................

4,000

HARVARD UNIVERSITY, Cambridge, Massachusetts A study of economics of neighborhood choice in Cleveland (second year).......................................................................................................................

2,500

HOUGH AREA DEVELOPMENT CORPORATION Homes for Hough, Inc. to plan a new housing development................................................................................................................................................

61,600

HOUSING OUR PEOPLE ECONOMICALLY, INC. (HOPE) Retreat with board and s ta ff.......................................................................................................................................................................................................

3,658

CIVIC AFFAIRS INSIDE-OUT, INC. Prison transportation p ro g ra m ...................................................................................................................................................................................................

2,000

JEWISH COMMUNITY CENTER OF CLEVELAND Establishment of a year-round Family Camp Conference Center at Halle Park over two y e a r s .....................................................................................

750,000

KAMM’S AREA DEVELOPMENT CORPORATION Neighborhood commercial renewal over three y e a r s ...........................................................................................................................................................

73,110

LAWYER’S COMMITTEE FOR CIVIL RIGHTS UNDER LAW Operating s u p p o rt......................................................................................................................................................................................................................

5,000

LAYMEN’S RETREAT PROJECT, INC. Program support of Shadybrook House over two y e a r s .....................................................................................................................................................

25,000

LEAGUE OF WOMEN VOTERS OF CLEVELAND EDUCATIONAL FUND, INC. “ Deadline for Cities II — Cleveland’s Business” speakers program ...................................................................................................................................... Operating support for Cleveland Area Voter Information Center (third y e a r ) ...................................................................................................................

1,550 9,750

NEIGHBORHOOD HOUSING SERVICES OF CLEVELAND, INC. Special administrative c o s t s ..................................................................................................................................................................................................

1,000

OHIO CITY REDEVELOPMENT ASSOCIATION, INC. Planning assistance in preparation of Urban Development Action Grant a p p lic a t io n ....................................................................................................

15,000

OHIO CONSERVATION FOUNDATION Friends of the Park program over two y e a r s ......................................................................................................................................................................... Northeast Regional Land Use Attitude W o rk s h o p ...............................................................................................................................................................

70,000 3,480

PERLIS REMOTIVATION CENTER Demonstration and research project in remotivation of female offenders (second y e a r ) ...............................................................................................

9,976

PLAYHOUSE SQUARE FOUNDATION Preparation of a development program and strategy for the Playhouse Square A r e a ....................................................................................................

62,500

PLUS CLUB, INC. OF CLEVELAND Willing Workers program (second y e a r)...................................................................................................................................................................................

50,000

RAPID RECOVERY, INC. Clean-up and beautification of Regional Transit Authority rapid transit right-of-way (second ye a r)................................................................................

65,500

UPPER PROSPECT AREA ASSOCIATION, INC. Planning for housing development in Upper Prospect A re a ................................................................................................................................................

5,000

Total Civic Affairs Grants — Undesignated

........................................................................................................................................................................ $2,190,276

(Following recipient and program designated by donor) THE WOMEN’S CITY CLUB OF CLEVELAND Educational le c tu r e s ................................................................................................................................................................................................................$ Total Civic Affairs Grants — D e s ig n a te d .............................................................................................................................................................................

291 291

Total Civic Affairs Grants — Designated and Undesignated............................................................................................................................................... $2,190,567

EDUCATION

EDUCATION A crisis in financing has hit the public schools— not just in Cleveland but thro ugho ut the state o f O hio. School closings, program cutbacks, teacher strikes, declining student interest and achievem ent are symptoms that the needs of many children and many school districts have not been met. This has occurred in spite of spi ral i ng education expenditures w hich as a w hole have outpaced the inflation rate of the 1970s. For several years voters have demonstrated their reluctance to approve further taxes on their property. The state postponed disaster by assuming a larger share of the burden through enactm ent of the state income tax in 1971, but it has distributed money in such a way that the rich school districts have become richer w hile the poor school districts have become poorer. M ajor urban districts have been left to their own devices to cope w ith overcom ing the learning handicaps rooted in poverty and racial discrim i nation amid deteriorating local support and the costlier burdens of urban life. By 1977-78 the disparities had reached the po in t where the average school expenditures in O hio ranged from a low of $881 per child in H illsboro Local to a high of $3,950 in Cuyahoga Heights. And in Cleveland, O hio's largest city where school problems are most severely mag nified, the average expenditure was $1,721, a figure w hich has not matched the statewide educational growth rate of this decade. In 1978 low er courts declared the present system of school funding unconstitutional for violating the rights of children to equal educational o p portunity. If upheld by the O hio Supreme Court, this decision w ould mandate sweeping changes. W hile reform has been discussed for years, alternative funding patterns had never been

analyzed systematically as to their consequences upon the various kinds of school districts, pupils or taxpayers. The Cleveland Foundation, building upon its earlier support of research in school finance, in 1978 granted $20,000 to the Academy fo r Con tem porary Problems in Columbus toward a study of school finance options in O hio. This m ajor research effort also is being supported by the Battelle M em orial Institute, the Columbus Foundation, the George Gund Foundation, the Sherwick Fund through Cleveland Foundation Resources and a group of O hio businessmen. The research team, headed by an economist at Kenyon College, has become the first m ajor user of the new data base b uilt by the O hio De partm ent of Education w ith federal assistance. The research team has com pleted a statistical profile of O hio schools according to the basic types of districts: central city, satellite city, inde pendent urban and rural. It has presented a series of position papers outlining potential funding options and is using a com puterized data base to simulate the effects of these options on the various kinds of districts, pupils and tax payers. It is now com pleting reports dealing with the special financial problems of educat ing children of poverty, the special costs borne by large central city districts, and the distribu tion of federal and state aid to disadvantaged children. Further simulation of options for fu n d ing school programs w ill focus increasingly on m ajor reforms w ith decreasing attention paid to specific items of immediate concern to the Legislature. SCHOOL FINANCE OPTIONS REACH LAWMAKERS AND CITIZENS The study of O hio school finance options al-

ready has influenced the deliberations and decision making of a variety of school interest groups such as the State Legislature, the C iti zens' Council fo r O hio Schools and the Com m ittee of Twenty. The chairman of the State Legislature's Edu cation Review Com m ittee used the research findings when he cited w hy the rich school dis tricts have become richer and the poor have become poorer. The Citizens' Council fo r O hio Schools has issued a report, "School Finances in the 1980s," which warns that no panacea w ill solve O hio's problem s quickly and forever, adding: "W h a t is needed is a patient restructuring of the sys tem of financing, budgeting, accounting and governance." This citizens' group, through strong staff and board leadership and nurtured during its recent form ative years by support from The Cleveland Foundation, has become a m ajor force in the dissemination of research inform ation about some of the state's most nagging school prob lems: desegregation, student suspension and dropouts, and now finance. Am ong its recom mendations for immediate legislative action: • A p p ro priation of sufficient state aid to pre vent further school closings and reduction in programs and, if possible, additional funding to begin rem oving inequities among school dis tricts. Am ounts recom mended are above those now under consideration in the legislative halls. • A p p ro priation of funds fo r com puterization and technical assistance to establish a uniform system of school accounting w hich w ould track dollars to children, programs and schools. • A p p o in tm e n t and funding of a commission

to define "thorough and e fficie n t" education based upon the different educational needs of children, w ith analysis of the costs of meeting those needs. • Creation and funding of councils of teachers, parents and other citizens in at least 40 different schools in 10 school districts in order to test the impact of involving citizens in decision making at the school level in such matters as allocation of funds to programs, establishment of staffing patterns and setting of instructional goals. The recommendations dealing w ith "th o r ough and efficie n t" education deserve some elaboration. The report notes that the Legisla ture makes certain demands on schools — that there be 40 teachers fo r each 1,000 students, that handicapped children be provided access to educational programs, that all students have an o p p ortun ity to pursue vocational training — and yet has not backed these requirements with funds to cover increased costs. Nor has the state determ ined what it w ould cost to achieve the same outcomes w ith different kinds of students. For example, what w ould be the increased in structional cost to teach a poor child to read, w rite and com pute at the 12th-grade level com pared w ith teaching the same skills to a rela tively w e ll-o ff child? Another citizens' group, the Com m ittee of Twenty, composed of top corporate and busi ness leaders throughout the state, is issuing similar recommendations based upon school finance research of the Academy for Contem porary Problems. In addition, the com m ittee is planning to propose that all local property, ex cept for homes and farms, be taxed at a state w ide average and collected and distributed by the state to school districts through an equaliza tion form ula. This recom mendation is rooted in

the belief that the state's great industrial and com mercial wealth should be shared equitably in elementary and secondary schools rather than enjoyed only by those school districts lucky enough to attract an auto plant or steel m ill. LENS ON CLEVELAND PUBLIC SCHOOLS The plight of the Cleveland Public Schools has been etched deeply into the public conscious ness. The year 1978 may well be remembered as the year when fiscal crisis overcame concern about oft-delayed school desegregation. The years of overbuilding and expanding staff w h ile enrollments tum bled and the local tax base see sawed have caught up w ith the com m unity. The school district, m illions upon m illions of dollars in debt, remained open w ith money borrow ed from a new state emergency loan fund and through cutbacks w hich saw teachers and p ro grams — including the heralded Supplementary Education Center — vanish overnight. And p ub lic attention fanned out from money matters to concern over poor achievement, poor attend ance and behavior by students and, in some cases, by staff and board members. One small consolation was that the accurate inform ation needed fo r thoughtful decision making had been assembled systematically through a series of research efforts, many of them funded by The Cleveland Foundation since 1975. Studies uncovering the financial plight of the Cleveland Public Schools, first greeted w ith disbelief and denials, had been confirm ed by now as the beginning effo rt for understand ing and solving Cleveland's school problem s by the state, the courts, the media and even some local school officials. A report by the O hio Legislative Budget C om mittee plus financial analysis by a m ajor inde

EDUCATION pendent auditing firm have further pinpointed management practices and questionable fiscal procedures as causes of the financial crisis in Cleveland. They cite overestim ation of revenue, interfund borrow ing, d eficit balances and gen eral fund transfers, budget reductions initiated too late and ineffectively, underutilization of school facilities, and increases in teaching staff between 1974 and 1976, plus 11 violations of state law. The budget com m ittee concluded: " I f personnel had been reduced and operations trim m ed slightly over the last three years in line w ith the 12 percent decline in pupils, the crisis could w ell have been avoided." O f the $1,334,613 authorized by the D istribu tion C om m ittee of The Cleveland Foundation tow ard educational research and action pro grams during 1978, a total of $464,000 focused on the Cleveland Public Schools. This increased the Foundation's investment in the m ajor issues confronting this urban school district to nearly one m illio n dollars over the past four years. The bulk of that support has assisted people of good w ill, from com m unity leaders to grass roots organizations, prepare the public to react peacefully to school desegregation. The largest education grant in 1978 was $225,000 to the Greater Cleveland Interchurch Council tow ard th ird - and fourth-year support of the Greater Cleveland Project. The grant is funding core staff, com m unity field-workers, consultants and related activities. GCP, a coali tion of more than 70 organizations and groups, added the Cleveland Teachers Union to its ros ter in 1978 and continued to w in praise fo r its neutrality, grass-roots organizing and inform a tion resource center. The Bishop's Com m ittee on School Desegre gation was awarded $39,000 to continue its

w o rk in reaching the public through priests and nuns, Catholic public school students w ho at tend religious classes, and neighborhood social service agencies. The Study Group on Racial Isolation, com posed of19 representatives of key organizations, term inated its w o rk amid praise from public and private leaders. After four years in the fore fro n t of providing an inform ation base for pub lic understanding of school desegregation, the Study Group's w atchdog role has been taken over by the O ffice of School M onitoring and C om m unity Relations appointed by the federal court. The M onito rin g O ffice has kept public attention focused on the adverse effects of some of the budget cuts on the remedial needs of central-city school children. Am ong services cut have been those dealing w ith reading skills, counseling and career guidance, cooperative educational programs w ith the private sector, staff training and com m unity relations. BAR ASSOCIATION MEDIA CAMPAIGN The most original w ork for school desegregation emerged from the Bar Association of Greater Cleveland which concluded that a media cam paign could help create an inform ed environ ment for peaceful acceptance of school deseg regation. The Bar Association commissioned tw o film s to explain the legal background of school desegregation and the concept of equal ity under the law. The first film , Under the Law„ has been re ceived enthusiastically by com m unity groups ranging from church and social organizations to businesses and unions. The second film , Why? has been shown to almost every ninth- and tenth-grade student in the Cleveland Public Sc h o o l s . M o re t h a n 50 law yers, p r e p a r e d

through training sessions, have accom panied the film to answer questions raised by students. The Bar Association also funded the p ro d u c tion of public service announcem ents to be run by television and radio stations when school desegregation begins. This had been slated fo r January, 1979 but was postponed once again w h e n t h e U n i t e d St at es S u p r e m e C o u r t reopened consideration o f a school desegrega tion case. CATHOLIC SECONDARY SCHOOL STUDY An impressive study of C atholic secondary edu cation in the Diocese of Cleveland m oved into full gear in 1978 through the research activities o f the Center fo r the Study o f Man in C ontem porary Society, based at the University of Notre Dame, and through a conscientious review process provided by a bishop's task force com posed of laity, religious and educators. The study has produced three im po rtant re search docum ents: an attitudinal survey of how much lay people are w illin g to pay for Catholic education, the influences of dem o graphic change on enrollm ent trends and the personnel needs of the future. A fourth paper dealing w ith costs w ill be com pleted before the task force submits its recom m endations to the bishop in late summer of 1979. The study predicts that the enrollm en t de clines of the last dozen years w ill continue for at least another dozen years unless there is a significant change in the choice of high schools by Catholics. The future is cast in the birthrate or, in Catholic term inology, in the baptismal rate. The num ber of baptisms in the diocese has declined from a peak of 25,000 in 1958 to below 12,000 a year — and at the current rate, less than 30 percent of these w ill ultim ately enroll in

Catholic high schools. The future is especially bleak fo r Catholic schools in the aging central cities of the diocese. O f the eight remaining w ith in the city of Cleve land, only tw o have held their own and five have experienced drastic enrollm ent declines in the last decade. The most seriously affected has been Cathedral Latin High School, which dropped from 1,071 to 361 students and is scheduled to close at the end of the 1978-79 school year. W h ile the attitudinal survey reveals that Cath olics have a high regard fo r the educational quality and moral tone set by their schools, it w ill require more than a diocesan fundraising campaign to overcom e the im pact of rising costs, weakening faculty com m itm ent and de clining birthrates. The study suggests that the best hope fo r reversing the enrollm ent trends may w ell lie in involving Catholics more th o r oughly in the social life of the parish. The Cleveland Foundation granted $28,550 to the study in 1978, raising its total support over tw o years to $78,550. As a spin-off, the D istribu tion C om m ittee also authorized up to $14,000 to enable G ilm o ur Academy to secure addi tional technical assistance from Notre Dame's Study o f Man center to assist in planning the future of this preparatory school fo r boys lo cated in suburban Gates M ills east of Cleveland.

included $105,000 to Cleveland State U niver sity to conduct workshops dealing w ith the problem s of the deaf and to expand courses designed to prepare persons to serve as in te r preters fo r the deaf. The program w ill attem pt to reach teachers w ho face new problem s as the schools begin to mainstream handicapped c h il dren into regular classroom life. The Kent State M o to r D evelopm ent Center is providing teacher training and service fo r c h il dren w ith learning disabilities; the University of Akron's Oak Hill Center fo r Environmental Stud ies is developing research and educational o p portunities in the Cuyahoga Valley National Recreation Area; Case Western Reserve U niver sity's School of Library Science is helping area libraries provide health inform ation fo r con sumers, and CSU's Cleveland Marshall School of Law is conducting seminars to develop the skills of lawyers fo r practice before the federal courts. Grants also are awarded on occasion to higher education projects w hich do not fit any particu lar pattern but involve w o rk of high quality. For example, modest support from the Foundation com pleted funding w hich has enabled a Kent State archeologist and some of his graduate students to excavate an ancient cemetery on Cyprus. The w o rk is shedding new light on the architecture, art, culture and history of the early or m iddle C ypriot Bronze Age.

COLLEGE C O M M U N ITY SERVICE COVERS DIVERSE INTERESTS

FINDING SCHOLARSHIPS

In the field of higher education, The Cleveland Foundation has given rising p rio rity to activities w hich com bine com m unity service w ith the more traditional academic and research mis sions of colleges and universities. C om m unity service grants made during 1978

One of the myths of our times is that young people are being denied access to college be cause of personal financial reasons. Not so, say the experts.There is plenty of scholarship, w o rkstudy and loan money around. The trick is to find it. There are an estimated 2,500 sources o f stu-

EDUCATION

dent aid in O h io alone, dispensed w ith varying cond itio ns by such diverse groups as wom en's clubs, fraternal societies and corporate co m m it足 tees. D uring the summer of 1979 a group of O h io students w ill locate, verify and codify the scholarships available in O hio. The inform ation w ill become part of a com puterized data base operated by the College Scholarship Inform a足 tion Bank in conjunction w ith the College En足 trance Examination Board. For a small fee any student may receive a com puter p rin to u t from the inform ation bank listing about 20 funding sources fo r w hich the student is eligible. Through a grant from the Ford Foundation and matched by local foundations, the service w hich began in New England is now being ex足 panded to the 10 most populous states. The Cleveland and George Gund foundations are supporting the survey in the state of O hio under the sponsorship of the Citizens' Scholarship Foundation of America, Inc.

EDUCATION GRANTS THE CLEVELAND FOUNDATION THE ACADEMY FOR CONTEMPORARY PROBLEMS Analysis of Ohio school finance o p t io n s ........................................ THE UNIVERSITY OF AKRON, OAK HILL CENTER FOR ENVIRONMENTAL STUDIES Environmental Education Committee for Cuyahoga Valley National Recreation Area BALDWIN-WALLACE COLLEGE Career literature, education videotape and projection equipment for Cooperative Education Field Experience Program THE BAR ASSOCIATION OF GREATER CLEVELAND Media campaign of the Task Force on In te g ra tio n ................................... CASE WESTERN RESERVE UNIVERSITY Development of a library-based consumer health information service by the School of Library Science Images of Historic Cleveland Project of the American Studies Proqram .......................................................................... NCAA Summer Youth Sports P r o g ra m ........................................ Retreat and planning program for Western Reserve College . CATHOLIC DIOCESE OF CLEVELAND Bishop’s Committee on School Desegregation of the Commission on Catholic Community Action (third year)

Research and planning for overall system of secondary education......................... . . . . . . .

CITIZENS’ SCHOLARSHIP FOUNDATION OF AMERICA, INC. Ohio College Scholarship Information B a n k ..................................................................... CLEVELAND ASSOCIATION FOR CHILDREN WITH LEARNING DISABILITIES INC Volunteer training p ro g ra m ............................................................ CLEVELAND BOARD OF EDUCATION lnnnr!!?tr 5 n riDhmentt .l^Strii Cti0n and ^ u c a tio n a l Experience Program of the Supplementary Education Center over six months bupport of a Parents Conference on Desegregation Implementation...................................................... CLEVELAND DEVELOPMENT FOUNDATION For Blacks in Management (BIM), a corporate summer internship program for faculty of black colleges and universities CLEVELAND FOUNDATION RESOURCES Consultant service to assist in review of project design of the Cleveland Public Library’s proqram to improve reading skills in Cleveland preschool c h ild r e n ............................................................................... Evaluation of Cleveland Foundation grants in school d e se g re g a tio n.................................. Evaluation of grant to Educational Research Council of A m e r ic a ................................................. Evaluation of grant to Kent State University Foundation for Motor Development Center Evaluation of grant to P.M. Foundation, Inc............................................................................................................................................... Research on the Cleveland Public S c h o o ls ...................................................... .... Study and criteria building for mainstreaming special needs children Study Group on Racial Isolation in the Public S chools........................................................... CLEVELAND HEALTH EDUCATION MUSEUM Program development for teaching of the h a n d ic a p p e d ..................................................................... CLEVELAND HEIGHTS-UNIVERSITY HEIGHTS CITY SCHOOL DISTRICT School-community program over two years (third and fourth year)............................................ Two interns at the Community of Learners Program, a transitional structured academic year at Heights High School (third year) CLEVELAND PUBLIC LIBRARY Development of program to improve reading skills of preschool children in Cleveland CLEVELAND STATE UNIVERSITY Analysis by the Department of Sociology of the detention practices of the Cuyahoga County Juvenile Court CSU Plus 25: administration and faculty planning re tre a t................................................................ Lawyers’ Seminar in Federal District Court P r a c t ic e .............................................! ! ! ! Sign language and interpreter education and workshop training over 2 6 months . ! ! ! ' .

20,000 10,000

6,430* 125,000 23,725 9,315 30.000 6,800 39.000 28,550 15.000 9,025 24.000 5,000 56,828 3.000 4.500 5.000 2.500 2.000 12,000 2,000 20,000

13,145 60,000 10,750 30.000 14,500 10,300 15.000 105,000

EDUCATION CLOSE-UP FOUNDATION Fellowship for Close-Up Program .............................................................................................................................................................................................. CUYAHOGA COMMUNITY COLLEGE Accessing student/employer information for improving placement opportunities for cooperative education s tu d e n ts ............................................. DENISON UNIVERSITY General s u p p o rt............................................................................................................................................................................................................................ DYKE COLLEGE Co-op Development P r o g r a m ........................................................................... .............................................................................................................. EDUCATIONAL RESEARCH COUNCIL OF AMERICA Study of the potential market for career education materials for grades 7 and 8 .............................................................................................................. FEDERATION FOR COMMUNITY PLANNING For Community Relations Board, City of Cleveland, to support school d e s e g re g a tio n .................................................................................................... Social work s c h o la r s h ip s ....................................................................................................................................................................................................... THE FRIENDS OF THE CLEVELAND LANDMARKS COMMISSION Development of an educational resource guide for junior and senior high school students in conjunction with Greater Cleveland TV T e s t ....................................................................................................................................................................................................... THE GARDEN CENTER OF GREATER CLEVELAND Development of a flowering plant index of illustrations and inform ation............................................................................................................................. GREATER CLEVELAND INTERCHURCH COUNCIL Greater Cleveland Project over two years (third and fourth y e a r ) ....................................................................................................................................... INSTITUTE FOR EDUCATIONAL MANAGEMENT - HARVARD UNIVERSITY Scholarships for a six-week summer program on management skills for Cleveland area college and university administrators over three y e a rs .............................................................................................................................................................................. KENT STATE UNIVERSITY FOUNDATION Exploration of Early or Middle Cypriot Bronze Age site (third y e a r ) ................................................................................................................................. Motor Development Center for children with motor disabilities over two years (second and third y e a r ) ...................................................................... Project DOVE, a specialized program for mature women entering or reentering university life (fourth y e a r ) ............................................................ Research in preparation for the booklet, “ Contemporary Lighting in Historic Spaces” .................................................................................................... LAKE COUNTY HISTORICAL SOCIETY Expansion of research lib r a r y ..................................................................................................................................................................................................

8,000 18,900 1,200 10,000 19,200 4,500 3,250

5>000 15,500 225,000 18,000 5,000 100,000 12,000 3,795 5,000

LAW STUDENTS CIVIL RIGHTS RESEARCH COUNCIL Summer internship program over two y e a r s .........................................................................................................................................................................

10,000

MORLEY LIBRARY General support..........................................................................................................................................................................................................................

1,000

NORTHERN OHIO LUNG ASSOCIATION School health curriculum p ro je c t............................................................................................................................................................................................ NOTRE DAME COLLEGE OF OHIO Student skills development m o d e l ....................................................................................................................................................................................... PARKVIEW THERAPEUTIC PRESCHOOL, INC. Therapeutic preschool serving the west shore a re a .............................................................................................................................................................. P.M. FOUNDATION INC. FOR CLEVELAND URBAN COMMUNITY SCHOOL School Parent Power Program of the Urban Community S chool........................................................................................................................................... PROJECTS FOR EDUCATIONAL DEVELOPMENT Training for academic chairpersons of postsecondary institutions......................................................................................................................................

2,850 10,000 15,300 25,000 25,000

THE SCHOOL ON MAGNOLIA Operating support and services of child analysts (third year) . . . SHAKER LAKES REGIONAL NATURE CENTER ........................................................................................................................ Survey of environmental education in Cleveland.................... UNITED NEGRO COLLEGE FUND ................................................................................................................................................ General suppor t . . . . ...................................................................................................................................................

VOCATIONAL INFORMATION PROGRAM INC Operating s u p p o r t...................................

c cnn

........................................

SH0RE PRESCHOOL FOR EXCEPTIONAL CHILDREN, INC Additional services for preschool ch ild re n ........................................ Total Education Grants — Undesignated ,c .. . (Following recipients and programs designated by donor) ASHLAND COLLEGE, Ashland, Ohio General su p p o rt................................................................. BALDWIN-WALLACE COLLEGE General su p p o rt.......................................................

’

...................................

............................................................................................................................ $1,329,613

...................................................................................................................................................................

CASE WESTERN RESERVE UNIVERSITY .......................................................................................................................................................... General s u p p o rt.................................................. General support for Adelbert College........................................................................................................................................................................................ General support for Franklin Thomas Backus Law S c h o o l ................................................................................................................................................ General support for the Graduate S c h o o l.................................................." ’ .... ............................................................................................................. Reference books for School of Library Science ......................... ......................................................................................................... Support of field biological station at Squire Valleevue Farm in the Department of Bioloqy ....................................................... Support of social research at School of Applied Social S cie n ce s................................... ...................................................................... CLEVELAND LUTHERAN HIGH SCHOOL ASSOCIATION General supp ort.................... ........................................................................................................................................................................

EDUCATIONAL TELEVISION ASSOCIATION OF METROPOLITAN CLEVELAND WVIZ-TV General s u p p o rt......................................................................................... HAWKEN SCHOOL ............................................................................................................................ General supp ort........................................................................... THE HILL SCHOOL, Pottstown, Pennsylvania General su p p o rt.............................................................................................................

....................

HILLSDALE COLLEGE, Hillsdale, Michigan 161 General su p p o rt............................................................................................................. KENYON COLLEGE, Gambier, Ohio ............................................................................................................. General su p p o rt.................................................................................................................. LAKE ERIE COLLEGE ........................................................................................................ General su p p o rt............................................................................................................................ DANIEL E. MORGAN SCHOOL ............................................................................................... Book awards to c h ild re n ................................................................................................... OHIO WESLEYAN UNIVERSITY, Delaware, Ohio ................................................................................ General su p p o rt................................................................................................................................. THE PINEY WOODS COUNTRY LIFE SCHOOL, Piney Woods, Mississippi General su p p o rt.................................................................

10,000

3,591 25,581 6-042 2,86£ 3,299 111,370 -m

898

161 588

9,701 6,042 450 161

................................................................................

1,216

....................................................................................................................................

5,483 23

EDUCATION PRINCETON UNIVERSITY, Princeton, New Jersey General s u p p o rt.................................................. .... ....................................................................................................................................................................

161

SMITH COLLEGE, Northampton, Massachusetts General su p p o rt............................................................................................................................................................................................................................

50,837

UNITED NEGRO COLLEGE FUND, INC. General supp ort............................................................................................................................................................................................................................

5,483

UNIVERSITY SCHOOL General su p p o rt...........................................................................................................................................................................................................................

161

Total Educational Grants — Designated................................................................................................................................................................................... $ 255,026 Total Educational Grants — Designated and U n d e sig n a te d .................................................................................................................................................$1,584,639 SCHOLARSHIPS BALDWIN-WALLACE COLLEGE Scholarships................................................................................................................................................................................................................................ $ BEREA AREA MONTESSORI ASSOCIATION Scholarships................................................................................................................................................................................................................................ JOHN CARROLL UNIVERSITY Fenn co-op scholarships............................................................................................................................................................................................................ S cholarships................................................................................................................................................................................................................................ CASE ALUMNI ASSOCIATION SCHOLARSHIP COMMITTEE Charles J. Stillwell S c h o la rs h ip s ............................................................................................................................................................................................. CASE WESTERN RESERVE UNIVERSITY Fenn co-op scholarships............................................................................................................................................................................................................ Scholarships................................................................................................................................................................................................................................ CLEVELAND AREA CITIZENS LEAGUE FOR NURSING Fenn co-op scholarships............................................................................................................................................................................................................ CLEVELAND FOUNDATION RESOURCES Fenn co-op scholarships............................................................................................................................................................................................................ CLEVELAND STATE UNIVERSITY Fenn co-op scholarships........................................................................................................................................................................................................... Scholarships................................................................................................................................................................................................................................ CUYAHOGA COMMUNITY COLLEGE S cholarships............................................................................................................................................................................................................................... DYKE COLLEGE S cholarships............................................................................................................................................................................................................................... THE HUDSON MONTESSORI ASSOCIATION S cholarships............................................................................................................................................................................................................................... LAKE ERIE COLLEGE Scholarships for Painesville and Painesville Township students at Lake Erie College, Garfield Senior College and other c o lle g e s ......................... MONTESSORI SPECIAL EDUCATION SCHOOL OF CLEVELAND, INC. S cholarships............................................................................................................................................................................................................................... NOTRE DAME COLLEGE OF OHIO Fenn co-op scholarships...........................................................................................................................................................................................................

14,880 976 10,000* 16,660 3,600* 7,200* 9,225 8,000* 25,200* 10,000* 18,305 9,925 4,400 975 29,000 975 7,000*

RUFFING MONTESSORI SCHOOL S cholarships................................... WESTSHORE MONTESSORI ASSOCIATION S cholarships........................................ Total Scholarship Grants — Undesignated .

1,951 976

180,048

(Following recipients and programs designated by donor) ASHLAND COLLEGE, Ashland, Ohio Hazel Myers Spreng S cholarship................................... BALDWIN-WALLACE COLLEGE Hazel Myers Spreng Scholarship........................................ CAPITAL UNIVERSITY, Columbus, Ohio S cholarships................................... JOHN CARROLL UNIVERSITY James J. Doyle S c h o la rs h ip s ........................................ CASE WESTERN RESERVE UNIVERSITY Aloy Memorial Scholarship Fund for women For a student of Flora Stone Mather College in foreign study w f ^ e\ f airfi0cd Coit William Henry Coit Scholarships at Flora Stone Mather College H Hazel Myers Spreng S cholarship....................................... Oglebay Fellowship Program in the School of Medicine Scholarships in aerospace or computers Scholarships in Franklin Thomas Backus Law School William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships INEZ AND HARRY CLEMENT AWARD Cleveland Public Schools annual superintendent’s aw ard....................................... THE CLEVELAND INSTITUTE OF ART Caroline E. Coit Fund S c h o la rs h ip s ................................................................. THE CLEVELAND MUSIC SCHOOL SETTLEMENT Nellie E. Hinds Memorial S ch ola rsh ips........................................................... HARRY COULBY SCHOLARSHIP For Pickands Mather employees’ c h ild re n ........................................................... DARTMOUTH COLLEGE, Hanover, New Hampshire The John Marshall Raible and David Gardner Raible Scholarship Fund HAWKEN SCHOOL The John Marshall Raible and David Gardner Raible Scholarship F und.............................. HILLSDALE COLLEGE, Hillsdale, Michigan John C. McLean Scholarships to deserving s tu d e n ts ................................................. SHERMAN JOHNSON MEMORIAL SCHOLARSHIP For medical students from Lake and Geauga counties.................................................. NORTH CENTRAL COLLEGE, Naperville, Illinois Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. S p re n g ......................... OHIO WESLEYAN UNIVERSITY, Delaware, Ohio Hazel Myers Spreng S cholarship.................................................................

2.873 2.873 2,268 1,213 852 1,675 1,035 2.873 57,422 51 5,859 13,778 2,014 1,106 4,000 35.000 28,057 6,314 9,701 51.000 2.873 2.873

EDUCATION PURDUE UNIVERSITY, West Lafayette, Indiana John C. McLean Scholarships in engineering.................................................. THE MERIAM KERRUISH STAGE SCHOLARSHIP For Shaker Heights High School g r a d u a te s .................................................. ADA GATES STEVENS SCHOLARSHIP For Elyria, Ohio High School graduates............................................................ UNIVERSITY SCHOOL The John Marshall Raible and David Gardner Raible Scholarship Fund . . URSULINE COLLEGE Lillian Herron Doyle Scholarships......................................................................

24,248 5,600 4,000 800 1,214

Total Scholarship Grants — Designated and U n d e s ig n ated ..........................

$ 271,572 $ 450,820

Total Education Grants — Education Programs and Scholarships Combined

$2,035,459

Total Scholarship Grants — Designated...............................................................

*Grants recommended by the Fenn Educational Fund Executive Board

CULTURAL A F F A IR S

CULTURAL AFFAIRS This application, subm itted on behalf o f the Cleveland Consortium for the Performing Arts, represents the first attem pt by this com m unity, perhaps by any m ajor industrial city in Am erica, to develop a balanced and realistic plan to serve the diverse perform ing arts interests of the people of its region through professional institutions o f quality. It is a com m u nity plan designed to assure the stability of an entire range of perform ing arts organizations, encouraging enhanced service by those w ith a long history as w e ll as orderly grow th for newer organizations w hich are fillin g voids in the cultural life of this area.

W ith these words a consortium of seven of Cleveland's m ajor perform ing arts organizations subm itted a request to the National Endowment fo r the Arts for a $2,148,000 challenge grant in December, 1978. The filin g was the culm ination of a year-long process of self-study and longrange planning initiated and funded by The Cleveland Foundation which, at the request of the organizations, served as sponsoring agent fo r the federal request. The application, now w orking its way through a com plex review process in W ashington, seeks the fo llo w in g sums fo r six groups: Cleveland B a l l e t , $ 4 0 0 , 0 0 0 ; C l e v e l a n d Pl ay H o u s e , $398,000; Great Lakes Shakespeare Festival, $400,000; Karamu House, $100,000; New Cleve land Opera Company, $100,000, and Play house Square Foundation, $750,000.The seventh organization, the Cleveland Orchestra, is not seeking funds because it received a $1 m illion challenge grant from the Endowment in 1977. The orchestra, however, subm itted a letter

w hich endorses the consortium application and the com m unity planning it represents. The challenge grant program was authorized by Congress in 1976 to enable the NEA to make one-tim e-only grants toward the financial stabil ity of significant cultural institutions. W inners of a challenge grant, therefore, are required to raise three dollars for every challenge grant d o l lar allocated toward operating costs and at least four dollars for every one allocated toward cap ital outlay. The Cleveland Consortium calls for local groups to raise $7,327,750 in new or in creased contributions from private and nonfederal governmental sources w ithin three years. It is hoped that such support w ill be continued over time. The challenge grant program has favored the com m unity-w ide consortium concept from the beginning but has received few consortium plans. The Cleveland Consortium is believed to be unique throughout the country fo r its cohe sive and comprehensive approach. Furthermore, it represents a voluntary coalition in which each perform ing arts organization is dedicated to building its own support base through indepen dent fundraising rather than through the united arts fund approach which has been a mixed blessing in other communities. Significantly, the jo in t application was the outgrow th of, rather than the catalyst for, the Cleveland Cultural Resources Study which be gan in November, 1977. The seven organiza tions had been invited by the Foundation to initiate the study because it was clear that the perform ing arts faced tough times ahead. Spiraling costs were not likely to be offset by either the dw in dling ranks of great patrons or the no growth private philanthropic world. The groups were asked to begin reassessing

their missions and to determ ine w here they wanted to rank artistically, w hat kind o f p ro grams they wanted to present and w hat kind of audiences they wanted to reach. The Foundation provided $5,000 apiece to enable the groups to engage nationally recognized consultants of their own choosing, to hold retreats involvin g key board and staff members and to w rite longrange plans ultim ately approved by th e ir boards of trustees. It was a process as much as a study, involving fact-finding, introspection and con sensus building. Through its ow n team of consultants, The Cleveland Foundation developed a longitu dinal data base of the expenditures and incom e sources of each organization over the past five years. It also prepared an econom ic analysis and national peer group com parison o f each group. The materials were reviewed by an advisory com m ittee composed o f 12 corporate and civic leaders. Chief executive officers of some of the nation's largest m ultinational corporations have assembled around the breakfast table fo r a dozen or so meetings to discuss everything from the ticket sales o f the new ballet com pany to architectural plans fo r Playhouse Square. Members of the Foundation's advisory com mittee suspected that the perform ing arts faced financial problem s and in some cases artistic ones as well. The long-range plans proved as a w hole to be far more thoughtful and thorough than one could have hoped from the o u t set. There emerged a sense that the problem s could indeed be solved through artistic lead ership, good management and sufficient fina n cial support. The com m ittee's endorsement of the consor tium concept was impressively dem onstrated when representatives of the com m ittee joined

Foundation staff in personally delivering the consortium application to the chairman of the National Endowment fo r the Arts in W ashington. WHITHER THE PERFORMING ARTS The application to the National Endowment for the Arts and the accom panying five-year plans present an exciting picture of where the profes sional perform ing arts w ill be going in this com m unity as they enter the 1980s. The plans are a celebration of Cleveland's strong cultural heritage and an affirm ation of the strivings fo r quality in the new as w ell as the established institutions. Here are a few glimpses into the aspirations expressed in the application and long-range plans: CLEVELAND BALLET, now in its third year, is dedicated to developing original American choreography and to thriving in the select ranks o f the m ajor regional ballet companies of A m er ica. Its five-year plan is so comprehensive that it not only details staff and board developm ent but also outlines the 22 new ballets i t wi l l m ount over the next five years. D uring 1978-1979 the com pany weathered the traum atic leap in ex penditures from $550,000 to $980,000 and has settled into an orderly grow th pattern expected to shift m ajor reliance from contributed to earned income. In order to reach its goals, the Cleveland Ballet plans to expand its season at home and on tour, move to a larger house, and m ount a Nutcracker, a surefire money genera to r fo r ballet companies from coast to coast. CLEVELAND PLAY HOUSE, America's first resident professional theatre, now 63 years old, plans to free the creative energies of its artistic dire cto r by hiring a general manager, assistant business manager, dramaturge and additional

production staff; develop an experimental thea tre fo r new plays; initiate touring throughout O hio, and consolidate its three-theatre opera tion at its Eighty-sixth Street location in a rede veloping inner-city neighborhood near the Cleveland Clinic. GREAT LAKES SHAKESPEARE FESTIVAL, a res ident professional theatre w hich has presented classical plays in rotating repertory fo r 18 years in the City of Lakewood's civic auditorium , wants to develop into a m ajor classical theatre and tourist attraction by moving into a new theatre in Edgewater State Park overlooking Lake Erie. It plans to increase the size and stat ure of its company and expand the scope and length of its season, including its established touring program throughout O hio.’ KARAMU HOUSE is a m ultiracial arts and com m unity center founded in 1915 which oper ates the nation's oldest black theatre. It is striv ing to stabilize its overall operation and initiate a professional theatre unit to fill the requests for black theatre fare not only in the northeast O hio area but throughout the country. NEW CLEVELAND OPERA COMPANY, now in its third year, is a professional company which engages American singers to perform opera in English. During the next five years it plans to move from its tem porary home in a ju n io r high school auditorium in suburban Shaker Heights to a professional house dow ntow n and to ex pand its repertoire to include larger-scale clas sics, contem porary operas and music theatre. It also intends to expand its touring throughout northern O hio and to create a "singing actors studio" to develop young talent. PLAYHOUSE SQUARE FOUNDATION is a n o t-fo r-p ro fit corporation dedicated to creating a perform ing arts/entertainm ent center in a

landmark theatre district that contains fo u r unique, contiguous and historically significant theatres. W hile not a perform ing arts group per se, it was included in the consortium because its theatres hold promise of becom ing either the permanent home or additional perform ing space fo r other members. A portion o f the NEA challenge grant w ould be used to liquidate that part of the Playhouse Square Foundation's ac cum ulated debt attributable to renovation of the theatre spaces. The bulk w o uld go toward enlarging the stage and dressing room areas of the State Theatre in order fo r that 3,000-seat theatre to be usable as the resident home of the Cleveland Ballet and the New Cleveland Opera Company and a stop fo r the w o rld's m ajor to u r ing arts groups now bypassing Cleveland. The organizations participating in the longrange study process have cooperated in facilities planning and explored the sharing of staff, equipm ent and sets. In some cases it has been easier for the groups to focus on bricks and m ortar and chandeliers than on their future artistic missions. The Cleveland Play House has engaged a noted native son to design a new theatre and club for its consolidation on Cleve land's East Side; the O hio Departm ent of Nat ural Resources has engaged architects to design a state-funded theatre for Great Lakes Shake speare Festival on Cleveland's west shore, and Playhouse Square is developing a staged plan for renovation of a m ulti-theatre com plex in dow ntow n Cleveland w hich could have a greater seating capacity than Lincoln Center or Kennedy Center. O nly tim e w ill tell w hether this com m unity is prepared to fund all the capital plans now underway in the professional perform ing arts. The Cleveland Foundation, recognizing that

CULTURAL AFFAIRS long-range plans are living docum ents which must be continually reassessed and updated in ligh t of new evidence and experience, w ill con tinue to provide each of the seven groups w ith planning funds at the rate of $5,000 a year over the next three years. This means that during 1978 the D istributio n Com m ittee authorized $ 2 0 , 0 0 0 fo r each organization's present and fu ture planning, or a total of $140,000. This was in addition to the funds authorized fo r consultant and other expenses incurred by The Cleveland Foundation in managing the Cleveland Cultural Resources Study. The D istribution C om m ittee also granted general operating support to the developing organizations and special project support to most of the other groups during 1978, and w ill utilize the long-range plans in determ ining its support strategies fo r the future. CLEVELAND ORCHESTRA POPS RETURN D O W N TO W N As a finale to a successful 60th anniversary sea son, the members of Cleveland's most elite perform ance ensemble donned w hite jackets, carried their musical instruments onto the shellencased stage of the Palace Theatre and let loose w ith the popular sounds of Gershwin, Star Wars and a m odern trum pet concerto. The Cleveland Orchestra had returned do w n tow n fo r a series of concerts after an absence of m ore than a decade. The five days of Pops at the Palace in May, 1979 was as much a sym bolic gesture as a happening. It signaled that Play house Square was ready to welcom e resident culture to its movie palaces and that the orches tra was ready to view a revitalizing dow ntow n as the likeliest spot to w in new friends among the home folk.

The return of the pops series was guaranteed when The Cleveland Foundation granted up to $40,000, w ith the provision that ticket prices be lower than usual and that efforts be made to attract more patrons from labor, ethnic neigh borhoods and inner-city groups. A corporation underw rote the appearance of one of Am er ica's most durable black songstresses and the New Generation Campaign of the Greater Cleveland G rowth Association provided prom o tional assistance. The series was an im portant field test for the future. The orchestra is considering an expand ing presence in Playhouse Square because the 3,000-seat theatres there provide an o p p o rtu n ity to reach new and expanded audiences. W hile Severance Hall at University Circle is one of the most exquisite homes for a m ajor symphony orchestra, its capacity of less than 2 , 0 0 0 seats is considerably below that of the other w o rldclass orchestras. This puts a ceiling on ticket sales w hich may well account for the fact that the percentage of earned income is lower and contributed income higher for the Cleveland Orchestra than that of its peers. Such facts were studied by the orchestra's governing Musical Arts Association as it con centrated its long-range planning on ways to im prove earned income in the years ahead. Good financial solutions are im portant not only to the Cleveland Orchestra but to the health of the rest of cultural life of this com m unity aswell. The orchestra is an $8.5 m illion-a-year o p eration which spends, and must raise from contributions, more than tw ice that o f all the other resident opera, dance and theatre groups combined.

ARTS FOR THE HANDICAPPED The deaf act, the blin d w rite poetry, the palsied weave and the disturbed and retarded b u ild a new sense of awareness and achievem ent through art, dance and music therapy. The im portance of the arts to the total deve lo pm e nt o f handicapped persons was recognized as ap proxim ately 3,000 Ohioans, many o f them children, attended a Very Special Arts Festival in Columbus in May, 1979. The festival included a day o f workshops fo r teachers conducted by experts drawn from across the country, fo llo w e d by tw o days o f demonstrations, skits and events held at the "barrier-free” O hio Historical Society. Activities ranged from finger painting on the walls to a presentation of Chekhov's The Boor by the Fairm ount Theatre of the Deaf from Cleveland Heights to an address by Jean Kennedy Smith, national chairperson of the Very Special Arts Festivals being held th ro u g h o u t the nation. The Cleveland Foundation was one o f 15 organiza tions w hich contributed to the O h io Festival.

CULTURAL AFFA IRS GRANTS THE CLEVELAND FOUNDATION CLEVELAND AREA ARTS COUNCIL Staff support for neighborhood arts program ................................................................................................................................................ $ 20 000 CLEVELAND BALLET Extension of dance education project to suburban junior and senior high school students . . . . 5 000 100 000 Operating support for developing institution (fourth y e a r ) ......................................................................................... .... CLEVELAND FOUNDATION RESOURCES Assistance to seven performing arts organizations to update annually long-range plans over four y e a rs .................... . 140 000 Cleveland Cultural Resources Study (second y e a r)............................................................................................................. ......................... 30 000 La Mesa Espanola conference.................................................................................................................. .... .......................................................................... â&#x20AC;&#x2122;200 Rental/purchase plan for visual art works by Cleveland area a rtis ts .................................. .... . . . . . 1 0 ,0 0 0 THE CLEVELAND INSTITUTE OF MUSIC Scholarship support for study at the International Opera C e n te r ...................................................................................................................................... 2 000 CLEVELAND LANDMARKS COMMISSION Creation of a record of historic industrial and engineering s i t e s ..................................................................................................................................... 3 925 THE CLEVELAND PLAY HOUSE Extension of s e a s o n ........................................................................................................................................................................................................... 5 qoo Audience development staff and related activities over two years............................................................................................................................ 30 000 COLLINWOOD ARTS CENTER General support and expansion of s e r v i c e s ........................................................................................................................................................................ 15 0 0 0 THE EARLY SETTLERS ASSOCIATION OF THE WESTERN RESERVE Indexing and printing annals of the A sso cia tio n ................................................................................................................................................................... 5 qoo EAST CLEVELAND COMMUNITY ARTS CENTER Building repairs and m o d e rn iza tio n ....................................................................................................................................................................................... 18 000 JEFFERSON CENTER ASSOCIATION, Columbus, Ohio Ohio Very Special Arts Festival for handicapped................................................................................................................................................................... 5 qoo JEWISH COMMUNITY CENTER OF CLEVELAND Performance expenses of Rozann Kraus and C o m p a n y ............................................................................................................................................... 3 qoo KARAMU HOUSE Support for a composer-in-residence and original symphonic com position....................................................................................................................... 7 500 THE MUSICAL ARTS ASSOCIATION Cleveland Orchestra Downtown Pops C oncerts................................................................................................................................................................... 40 000 Sustaining fund of the Cleveland O rc h e s tra ................................................................................................................................................................... 70^000 THE NEW CLEVELAND OPERA COMPANY Operating support for developing institution (third y e a r ) .................................................................................................................................................... 40,000 THE OHIO FOUNDATION ON THE ARTS, INC., Columbus, Ohio Development of traveling exhibition of traditional arts in the Russian community of C le v e la n d .................................................................................... 3 875 THE OHIO PROGRAM IN THE HUMANITIES, INC., Columbus, Ohio Johnnycake Village living history project in Cuyahoga Valley Recreational A r e a ............................................................................................................. 10,000 PEOPLES AND CULTURES Marketing of tours to Cleveland ethnic n e ig h b o rh o o d s ..................................................................................................................................................... 10,000 PLAYHOUSE SQUARE FOUNDATION Architectural work for Playhouse Square th e a tre s .............................................................................................................................................................. 45,000 THE ELEANOR B. RAINEY MEMORIAL INSTITUTE, INC. Plant modernization and r e p a ir s ............................................................................................................................................................................................ 13,000

CULTURAL AFFAIRS THE TO LEDO MUSEUM OF ART, Toledo, Ohio General support............................................................ YOUNG AUDIENCES OF G REATER CLEVELAND, INC. Professional staff s u p p o r t ........................................ Total Cultural Affairs Grants — Undesignated

. .

(Following recipients and programs designated by donor) ASHLAND LIBRA RY ASSOCIATION, Ashland, Ohio General support.................................................................................................................. CLEVELAN D BALLET General support.................................................................................................................. THE CLEVELAND MUSEUM OF ART General support ................................................................................................................... Purchase objects of art exhibited at annual May Show in memory of Oscar Michael, Jr. CLEVELAN D MUSEUM OF NATURAL HISTORY General support.................................................................................................................. P la n e ta riu m ....................................................................................................................... CLEVELAND PLAY HOUSE Experimental dramatic work or s c h o la rs h ip ................................................................ General support.................................................................................................................. Shakespearean and classical productions for students and teachers......................... CLEVELAND PUBLIC LIBRARY Services to s h u t - in s ........................................................................................................ CLEVELAND ZO O LO GICAL SO CIETY General support.................................................................................................................. GARDEN CEN TER OF GREATER CLEVELAND Library ................................................................................................................................ KARAMU HOUSE General support.................................................................................................................. THE MUSICAL ARTS ASSOCIATION Children’s concerts by the Cleveland Orchestra........................................................... General support for the Cleveland O rchestra................................................................ NORTHERN OHIO OPERA ASSOCIATION General support.................................................................................................................. O G LEBAY INSTITUTE, Wheeling, West Virginia Cultural and educational activities at Oglebay P a rk ................................................. THE W ESTERN RESERVE HISTORICAL SO CIETY Care of memorabilia of the First Cleveland Cavalry Association . ......................... General support..................................................................................................................

1,000 20,000

. $ 662,500

. $ 1,796 160 11,873 500 107,162 2.250 1,305 1,894 2.250 60,187 2.250 1,180 78,036 4,500 69,134 160 95,688 4,918 161

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

$ 445,404

Total Cultural Affairs Grants — Designated and Undesignated..................................

$1,107,904

HEALTH

HEALTH American idealism and American pragmatism are crashing head-on in the area of health care. W hile this nation has been striving to assure access to quality care for all, regardless of finan cial means, the cost of the existing imperfect system has drastically outpaced the economy as a whole. In the halls of Congress where deci sions are made for the nation's largest health care underwriter—Medicare and Medicaid—the buzzwords have become "cost containment." Yet there is a strong possibility that these im portant decisions are being based upon myths rather than facts. Is it really cost effective to shut down hospitals? To keep damaged babies alive? To encourage annual medical examinations? Some who have thought seriously about these questions believe we don't really know. The study of the cost benefits of health care is a relatively new field in this country. In Cleve land it is just beginning. In 1978 The Cleveland Foundation granted $55,719 to Case Western Reserve University to attract an academic leader in the field of health finance and economics, a man who had taught previously at Harvard and Indiana. This financial expert is putting together plans for development of a new center for edu cation, research and services in health systems management. Appropriately the center will be lodged in the School of Management, with close ties to the School of Medicine, for the stresses of cost containment in the marketplace will fall heavily on the managers of the health care system. Generally the system has not attracted admin istrative talent comparable to that in medical practice. The center will serve current and po tential managers, concentrating initially on those groups who can or do exercise significant lev erage over costs — most notably, physicians and

large industrial and union group purchasers of health care services. The center's new director has met with key leaders of the major health organizations in Greater Cleveland to determine ways the center may be of service to them. Convinced that issues are perceived best in the details of actual cases rather than in global concepts, he is now be ginning his research and service around three specific situations. First, he will study the closing of the bankrupt Forest City and Polyclinic hospitals to determine the costs and benefits from each party's point of view — the physicians, other hospitals, Blue Cross, the black community and Cleveland as a whole. Did it make financial sense to Blue Cross to ease the demise of one of these hospitals by investing heavily in its liquidation of debts? Have the initial savings to society been lost by the large number of employees who went on unemployment insurance? W ill the savings dis appear over time if other hospitals expand staff and drive up their average daily costs? While the director expects that the closures made sense for a variety of reasons, the findings could shed light on the costs and benefits to society of closing down hospital beds in the core city while opening new ones in the sub urbs. The public may have to ask itself how much it wants to pay to avoid driving an extra 15 minutes to a hospital. Second, he will seek to evaluate the Regional Perinatal Network to help determine whether third-party carriers should help pay the costs of this pace-setting program. The network, initi ated with national and local foundation support, is monitoring pregnancies throughout the fivecounty area to help identify and treat expectant mothers and their infants whose lives or future

well-being are imperiled. Third, he will open up discussions with cor porate and labor leaders concerning health maintenance programs and scientific advance ment. With a cost-conscious Congress cutting off medical research, he hopes that those in the corporate world will see as much value in in vesting in the future health of employees as in probing the frontiers of electronics or metallurgy. Two other nationally recognized leaders in health systems management recently were added to the CW RU faculty, one in organiza tional behavior in the School of Management and the other in community health in theSchool of Medicine. A critical mass is being assembled for the new program which could attract na tional attention and yield great local benefit. CH ILD R EN AT THE EM ERGENCY RO O M D O O R The $1,637,650 granted for health services in 1978 included continued support for develop ment of the nation's first regional pediatric emergency care system. A director was ap pointed, an advisory committee created and data collection initiated which would help de termine what services are needed and where if the management of critically ill children is to be improved. The study will consolidate infor mation as to where children have gone for emer gency treatment throughout the five-county region and whether appropriate personnel were on duty to assist in serious cases. The latter is of special significance, for only 28 of the 44 emergency rooms in the region have pediatric departments. The grant also supported the design of a pedi atric ambulance for transporting critically ill children, especially infants in incubators, from com m unity hospitals to the pediatric intensive

care centers at Metropolitan General and Rain bow Babies and Childrens hospitals. The ambu lance is being staffed with a senior pediatric resident and a registered respiratory therapist and is being linked to the area hospitals by tele phone communication. EASING AG IN G Heather Hill, Inc., which operates a distin guished skilled nursing facility, is preparing to create a village and park for the elderly on its 160-acre site 22 miles east of Cleveland. With the help of a $205,000 grant from the Founda tion it has assembled some of the nation's top talent in architecture, landscape design and gerontology to plan an environment which will accommodate the ebbing energies of aging people while stimulating them to remain as physically and mentally active as possible. The village is expected to contain a variety of specially designed houses, garden apartments, small group homes, and congregate housing around a village center where a theatre, crafts area and even tennis courts may be encased in a glass atrium to encourage year-round use. The remaining 96 acres are to be transformed into a pedestrian park which not only will preserve the existing streams, springs and woods but also will contain a petting zoo, fish pond, bird sanctuary and flower and vegetable gardens. The area will be crossed by walking, bike and ski trails and possibly a mini-transportation system. The research and planning team includes representatives from the Frank Lloyd Wright Foundation of Arizona, the Pennsylvania State University Man and Environment Department, the O hio State University School of Landscape Architecture, the Chicago Institute of Geron tology and the University of Michigan Institute

of Gerontology. M ENDING H AN DS Individuals who have lost the use of their hands through injury or illness not only suffer pain but often find their very lives altered. They may be unable to return to work or even engage in such everyday activities as holding a fork or squeez ing a tube of toothpaste. The new hand therapy unit at University Hos pitals is offering hope to such victims. There patients are tested with equipment which meas ures objectively the active motion, grip strength and even sensations within the fingers and hand. This enables a therapist to prescribe exercises and treatment, and to chart progress over time. Patients also are given individual and group en couragement and provided with com m onplace tasks to complete, such as writing a note, sand ing a table or taking apart and putting together plumbing pipes. During its initial months of operation, the center has attracted 80 patients, most of them men, many victims of gunshot and knife wounds inflicted in the inner city. However, it is antici pated that the number of industrial patients will rise as manufacturing firms learn how the center can help speed injured employees back to the work place. University Hospitals has provided space and supplies for the hand therapy unit within its occupational therapy department, a surgeon is contributing supervisory time, and The Cleve land Foundation is funding the hand therapist, assistant therapist and all the special equipment. The $73,508 grant covers a two-year period after which it is hoped that the clientele will have grown large enough to make the center self-sufficient.

HEALTH GRANTS THE CLEVELAND FOUNDATION C A SE W ESTERN R ESER V E UNIVERSITY lor the School of Medicine Candidate attendance at Cornell University Health Executive Development P r o g r a m .................... Completion of interviews in the career study of 1956-1965 graduates.................................................. Final costs of manuscript production of curriculum history................................................................. Health Systems Management Center operated in conjunction with the School of Management . . Planning Regional Pediatric Emergency Care Program with Rainbow Babies and Childrens Hospital Research on federal health policy (second year).................................................................................... Research on hemochromatosis (second y e a r ) .................................................................................... Residency program at University Hospitals for Department of Family M e d ic in e .............................. Youth Spine Center school screening program (third y e a r )................................................................. CEN TRAL SCHOOL OF PRACTICAL NURSING, INC. Home nursing p ro g ra m ............................................................................................................................ THE CLEVELAND EYE-BANK, INC. Laboratory technician services and a specular microscope over two ye ars........................................ CLEVELAND FOUNDATION RESO URCES Evaluation of effectiveness of the 5-Day Stop Smoking Plan of the Northern Ohio Lung Association Human research and experimentation compliance c o s ts ..................................................................... Site visit evaluation of the Regional Pediatric Emergency Care P r o g r a m ....................................... THE CLEVELAND VASCULAR SO CIETY Vascular surgery registry and joint research proposal (fourth y e a r)................................................. THE CLEVELAND W HOLISTIC HEALTH CENTER, INC. Operating support for developing institution......................................................................................... CUYAHOGA COUNTY HOSPITAL FOUNDATION, INC. Purchase of eight patient dental health education films and projector for Kenneth W. Clement Center for Family Health THE FREE MEDICAL CLINIC OF GREATER CLEVELAND Hypertension treatment and control program among low-income persons (second y e a r ) ................................................................ THE GREATER CLEVELAND HOSPITAL ASSOCIATION Shared service program for nursing homes over two y e a rs.................................................................................................................. HEATHER HILL, INC. Planning of supportive housing, a community center, and a park designed for the physically handicapped aged over two years . INTERNATIONAL SO CIETY FOR ARTIFICIAL ORGANS Support for anniversary program .............................................................................................................................................................. LUTHERAN MEDICAL CENTER Modernization p ro g ra m ............................................................................................................................................................................. MENORAH PARK JEWISH HOME FOR THE AGED Training program for area nursing home personnel................................................................................................................................ THE MT. SINAI HOSPITAL OF CLEVELAND Halle Chair of M edicin e............................................................................................................................................................................. NORTHERN OHIO LUNG ASSOCIATION 5-Day Stop Smoking P l a n ........................................................................................................................................................................ UNIVERSITY HOSPITALS OF CLEVELAND Hand therapy unit over two years.............................................................................................................................................................. WOODRUFF HOSPITAL Modernization p ro g ra m ............................................................................................................................................................................ Total Health Grants â&#x20AC;&#x201D; Undesignated.................................................................................................................................................

1,000

5.000

55,719 25.000 7.000 6,346 50.000

12,121

15.000

20.000 5.000 5.000

2.000

15.000 20,228 1,189 15.000 45.000 205,000

2,200 50.000 5,000 41.000 27,530 73,508 50.000 764,841

(Following recipients and programs designated by donor) AMERICAN CANCER SO CIETY General s u p p o r t ..................................................................................... Research or any other p u r p o s e ............................................................ AMERICAN HEART ASSOCIATION, NORTHEAST OHIO AFFILIATE, INC General s u p p o r t ..................................................................................... Research or any other p u r p o s e ............................................................ BELLEVU E HOSPITAL, Bellevue, Ohio General s u p p o r t ..................................................................................... CA SE W ESTERN RESERV E UNIVERSITY for the School of Medicine Cancer r e s e a r c h ....................................................... Medical research and general support.................... Outpatient clinic d is p e n s a r y ................................... Research in diseases of the e y e .............................. CLEVELAND CLINIC Research in diseases of the e y e .............................. CLEVELAND CLINIC FOUNDATION General s u p p o r t ....................................................... CLEVELAND HEALTH EDUCATION MUSEUM General s u p p o r t ....................................................... CUYAHOGA COUNTY HOSPITAL FOUNDATION, INC. Cleveland Metropolitan General Hospital nurse award General s u p p o r t ....................................................... DEACO N ESS HOSPITAL OF CLEVELAND General s u p p o r t ....................................................... THE DEACO NESS SO CIETY General support of Deaconess Hospital . . . . ELYRIA MEMORIAL HOSPITAL William H. Gates b e d .................................................. FAIRVIEW GENERAL HOSPITAL Christiana Perren Soyer b e d ................................... E q u ip m e n t ................................................................. General s u p p o r t ....................................................... GRACE HOSPITAL E q u ip m e n t ................................................................. HEALTH FUND OF GREATER CLEVELAND General s u p p o r t ....................................................... HEALTH HILL HOSPITAL FOR CHILDREN General s u p p o r t ....................................................... HIGHLAND VIEW HOSPITAL Employees’ Christmas F u n d ................................... HURON ROAD HOSPITAL General s u p p o r t .......................................................

$ 51,867 9.125 51,866 9.125 2,582 12,868

14,152 31,496 27,556 13,778 1,030 1,961 578 2.937 1.937 1,775 1,300 710 43,863 1.937 21,932 569 1.937 752 6,120 37

HEALTH JEW ISH COMMUNITY FEDERATION OF CLEVELAND Research or any other p u r p o s e ....................................................... LAKEW OOD HOSPITAL General s u p p o r t ................................................................................ LAKEWOOD HO SPITAL FOUNDATION, INC. General s u p p o r t ................................................................................ LUTHERAN MEDICAL CEN TER Conference t ra v e l................................................................................ Nurse a w a rd .......................................................................................... LUTHERAN MEDICAL CEN TER FOUNDATION General s u p p o r t ............................................................................... NORTHERN OHIO LUNG ASSOCIATION General s u p p o r t ............................................................................... RAINBOW BABIES AND CHILDRENS HOSPITAL Equipment or s u p p li e s ..................................................................... General s u p p o r t ............................................................................... SAINT ANN FOUNDATION General s u p p o r t ............................................................................... ST. JOHN HOSPITAL General s u p p o r t ............................................................................... ST. VINCENT CHARITY HOSPITAL Aid for alcoholics and indigent s i c k ................................................. Elizabeth Boersig Soyer b e d ........................................................... General s u p p o r t ............................................................................... SAMARITAN HOSPITAL, Ashland, Ohio Memorial room maintained in memory of Mr. and Mrs. A. N. Myers SHRINERS HOSPITAL FOR CRIPPLED CHILDREN, Chicago General s u p p o r t ............................................................................... * UNIVERSITY HOSPITALS OF CLEVELAND Conference t r a v e l............................................................................... General s u p p o r t ............................................................................... General support for Lakeside Hospital ....................................... General support for the maternity h o s p i t a l.................................. Henry L. Sanford memorial b e d ...................................................... Urological or vascular r e s e a r c h ...................................................... Total Health Grants — Designated

9,125 1,775 29,084 264 1,861 19,393 1,224 1,035 1,937 1,937 9,349 833 710 4,202 7,183 5,483 1,684 8,404 404,119 6,048 1,035 43,371

.................................................

. $ 872,809

Total Health Grants — Designated and Undesignated....................

. $1,637,650

SOCIAL SERVICES

SOCIAL SERVICES There has never been a year since the founding of The Cleveland Foundation in 1914 in which social service activities did not attract a signifi cant portion of the Foundation's resources. The year 1978 was no exception. The Foundation authorized $2,376,654 in social service grants during this year. A considerable research and planning effort, sponsored in earlier years by HEW's O ffice of Human Development Services and The Cleve land Foundation, pointed towards streamlining personal social services similar to a system pio neered abroad. These efforts have drawn a blank — at least for the present. Change comes hard in the social service field, which lacks the stim ulus of a market to keep pressure on efforts pro moting efficient operations. The bureaucracies yield but an inch at a time, or so it seems as we review this experience. FOR THE M ENTALLY ILL THE SO LU T IO N BECAME THE PROBLEM The mentally ill — for decades warehoused in large impersonal institutions, sometimes under deplorable conditions, always without control over their lives — suddenly are being turned out into a changing world where they may have no family or home to which to return. Unfortunately, returning the mentally ill to community life has itself become a problem. There is a critical shortage of halfway houses or way stations which can cushion the transition from institution to community life, and most that exist are concentrated in unsafe neighbor hoods. Projects supported by the Foundation are attempting to solve this problem. Panta Rhei, Inc. established the first halfway house in the county in 1971. Its two cooperative boarding houses and apartment units have

served as a model for teaching household man agement and providing sheltered employment in janitorial services, shoe repair and sign en graving for returning mental patients. In 1978, The Cleveland Foundation awarded funds to ward Panta Rhei's efforts to open a new lodge in an unserved West Side location. Designing and testing new furniture to be made by mental patients in a sheltered w ork shop is a new assignment accepted by the West ern Reserve Psychiatric Habilitation Center and the Western Reserve Vocational Services. The first piece of furniture, a cube constructed of wood, padding and carpeting, will be used as an ottoman in the dayroom of children's homes operated by the state. The sheltered workshop is expected to provide employment for 15 for mer mental patients as they prepare for transi tion to the world of work. Other programs focused on the need to

provide timely mental health services. An inves tigation by a Federation for Com m unity Plan ning committee established that over 600 men tally ill or alleged mentally ill persons were sent annually to the Cleveland House of Corrections for minor offenses such as disorderly conduct or criminal trespassing. Often the defendants were arrested for bizarre behavior rather than criminal activity. A planning grant to the FCP in cooperation with the Greater Cleveland Bar As sociation marries two areas of Foundation con cern — assistance to those afflicted with mental illness and improvement of the fairness and effi ciency of the criminal justice system. The goal of the project is to reduce inappropriate en trance of mentally ill persons into the justice system and to help promote suitable treatment. PRO TECTIN G THE ELDERLY Guardianship laws affecting adults — not only the elderly, but also those afflicted with mental illness or drug or alcohol addiction — have been com ing under scrutiny in state after state. The laws of O hio have been examined recently by the Benjamin Rose Institute, a private agency in Cleveland devoted to direct service to the eld erly and to research concerning theirwell-being. The study revealed that O hio's guardianship laws are among the most ambiguous in the country and even cited instances in which the courts in Cleveland had declared persons in competent without keeping any written record, making review or redress almost impossible. The major problem they noted was the lack of alternatives to nursing home placement, such as homemaker services, day care centers and small group homes. The Benjamin Rose study suggests some pro

cedural changes, especially more adequate hear ing notices, court-appointed counsel, indepen dent evaluations and periodic review. The goal should be to assess a person's needs and to choose a guardian most likely to fulfill those needs. The findings and recommendations of the study are being shared with the O hio Legisla ture, which is considering the first revision of the guardianship laws in decades. In addition to funding the guardianship study, The Cleveland Foundation provided continued support to the Nursing Home Advisory and Re search Council, Inc. This unique organization was founded in 1976 to help correct the neglect, abuse and fraud exposed by a Cleveland Heights author in the best-selling book, Tender Loving Greed. The Nursing Home Advisory and Research Council, Inc. and its membership arm, Co n cerned Relatives of Nursing Home Patients, play both an advocacy and a support role. They are carrying their message into national and state legislative chambers and are providing emo tional reinforcements to patients and their fam ilies undergoing the trauma of the nursing home experience. Through its newsletter, Insight, it keeps patients, relatives and friends informed as to their legal rights. The organization played a role in the passage of the Patients' Bill of Rights in O hio and is serving as the only patientconsumer representative on the committee drafting guidelines for implementing the Bill of Rights. W hile most of the organization's 650 mem bers live in Greater Cleveland, it has representa tives in 22 states. Efforts are now under way to create a national network of Concerned Rela tives. National foundation funding is being

sought and an advisory committee of prominent Americans is being created. For the second year the Foundation sup ported the Nursing Home Ombudsman Pro gram organized by the Lutheran Metropolitan Ministry Association. This program has volun teers visit selected nursing homes in Cuyahoga, Geauga and Lorain counties to receive and re solve complaints from patients and/or staff. The LMMA volunteers and staff help find place ments for medicaid patients, resolve billing dis putes, identify improper care, clarify complaints of substandard conditions, visit residents and assist in developing activity programs. FAM ILY LIFE A N D SEXUAL LEARNING In 1974 the late John D. Rockefeller III and Population Education, Inc. began the Project on Human Sexual Development to respond to is sues raised by the President's Commission on Population Growth. As part of the project, the Cleveland Program conducted a major study in 1975-78 on the role of parents in the sexual learning of their children. Over 1400 mothers and fathers with at least one child between three and eleven years of age were interviewed. The parents ranged in age from sixteen to sixty and from profession als to blue-collar workers. Among them were blacks and whites, Protestants, Catholics, Jews and agnostics. Much more was discussed than just "sex" because the study was about "sexual ity," which includes attitudes about one's life style, body image, gender, role options, family structure, and interpersonal relationships in ad dition to reproduction and erotic behavior. The study pointed out that on the surface the roles of mothers and fathers look much as they have for a long time but there are "uncertain

ties and rumblings of change." For example, the mother remains the primary parent and sexual teaching is her responsibility whether or not she works. On the other hand, more than half the parents now believe it is not so le ly the wom an's responsibility to run the house and care for the children. Parents interviewed believed that such topics as intercourse, premarital sex, venereal disease, pregnancy, and contraception are among the most important for children to know about by the time they reach adolescence. However, very few parents had taken steps to discuss the issues with their children. The "retreat into silence" often characterized the communication at home. In July 1978 the Cleveland Program for Sexual Learning, Inc. became a locally incorporated in dependent organization to serve area residents and organizations. Using the above study and a second report, H arm o n izing Sexual C o n v e n tions: Service Providers and Sexual Learning, the Cleveland Program is helping to design inservice training programs for youth organiza tions, library systems, mental health services, counseling agencies, neighborhood centers, schools and family planning clinics. A Community Sexline operated by exten sively trained volunteers received 3,250 calls in three months from persons ranging in age from seven to eighty-five. Most people have serious concerns or questions. O nly three percent are crank calls. The Cleveland as well as national response to the Project is the best indicator of the need to help parents with issues of human sexuality. Since 1975 the Cleveland Foundation has contributed $200,000 for the work of the Proj ect on Human Sexual Development and the Cleveland Program.

SOCIAL SERVICES GRANTS THE CLEVELAMD FOUNDATION AMASA STO NE HOUSE Building m o d ific a t io n s ............................................................................................................................................................................................................ $ Operating su p p o rt...................................................................................................................................................................................................................... AMERICAN CIVIL LIB ER TIES UNION OF OHIO FOUNDATION, INC., Columbus, Ohio Pilot project on rights of institutionalized (third y e a r ) .......................................................................................................................................................... AMERICAN RED CRO SS, GREATER CLEVELAND CHAPTER Renovation of headquarters building........................................................................................................................................................................................ APO STO LATE FOR THE MENTALLY RETARDED Remodel and equip recreational center for handicapped..................................................................................................................................................... B LA C K UNITY HOUSE, INC. Anti-vandalism program in Glenville and Collinwood a re a s ................................................................................................................................................ B O Y S’ CLU BS OF CLEVELAND, INC. Technical assistance to develop school survival project for inner-city y o u t h .................................................................................................................. THE CHICAGO COMMUNITY TRUST, Chicago Participation in community foundations’ national mental health project over two y e a rs.................................................................................................... CLEVELAND FOUNDATION RESO U RCES Monitoring and technical assistance by national advisory committee for grant to Institute for Child Advocacy............................................................ Technical assistance and monitoring of grant to Greater Cleveland Neighborhood Centers Association for establishment of group home . . . CLEVELAND HEARING AND SPEECH CENTER Community service program for the hearing-impaired over two ye ars................................................................................................................................. THE CLEVELAND INTERNATIONAL PROGRAM FOR YOUTH LEAD ERS AND SO CIAL W ORKERS, INC. Field work placement at Mayor’s Commission on A g i n g ..................................................................................................................................................... CLEVELAND PROGRAM FOR SEXUAL LEARNING, INC. Cleveland Project on Human Sexual Development of Cleveland Program for Sexual Learning, Inc........................................................................ CLEVELAND RAPE C R ISIS CENTER Operating support over two years (third and fourth year)..................................................................................................................................................... Publication of “Rape Resource” brochure............................................................................................................................................................................. THE CLEVELAND SO CIETY FOR THE BLIND Operating su p p o rt..................................................................................................................................................................................................................... Radio reading services for handicapped persons (second y e a r ) ...................................................................................................................................... COUNCIL ON ADOPTABLE CHILDREN Adoption Listing Service of Ohio (third year)........................................................................................................................................................................ CUYAHOGA COUNTY BOARD OF COMMISSIONERS Community Involvement in Delinquency Prevention Program of the Department of Youth Services and Recreation over eighteen m o n th s .................................................................................................................................................................................. CUYAHOGA COUNTY COOPERATIVE EXTENSION SERVICE Greater Cleveland Committee of International Year of the Child, 1979 ............................................................................................................................ CUYAHOGA COUNTY W ELFARE DEPARTMENT Crippled and handicapped children’s fund............................................................................................................................................................................. “Give-A-Christmas” p r o g r a m ................................................................................................................................................................................................ EAST END NEIGHBORHOOD HOUSE Replacement of heating p la n t ................................................................................................................................................................................................ ECUMENICAL YOUTH MINISTRY, INC. Staff support for outreach efforts to youth on Cleveland’s West S id e ................................................................................................................................

10,000 15,000 17,500 25,000 15,000 24,000 3,000 15,000 3,000 1,000 37,500 7,200 60,000 67,500 11,000 15,000 20,000 9,000 30,000 20,000 7,500 2,200 1,400 3,900

EP ILEP SY FOUNDATION OF AMERICA, NORTHEAST OHIO CHAPTER Development of a satellite office in Lorain County............................................................................................................................................................... FAIRFAX FOUNDATION, INC. Development of model neighborhood geriatric n e tw o rk ..................................................................................................................................................... FAMILY HEALTH ASSOCIATION, INCORPORATED Series of personal growth groups at senior citizen centers (second y e a r ) ....................................................................................................................... FEDERATION FOR COMMUNITY PLANNING Action planning project for mentally ill persons in misdemeanant justice system over eighteen m o nth s...................................................................... Establishment of office in Cleveland for Parents Anonymous of Northeastern Ohio, Inc.................................................................................................... Summer area youth programming by Youth Planning and Development Commission over two y e a r s .......................................................................... Women’s Equity Planning Project............................................................................................................................................................................................ THE FREE MEDICAL CLINIC OF GREATER CLEVELAND Capital purchase and renovation of facilities for medical care and runaway youth............................................................................................................. GREATER CLEVELAND NEIGHBORHOOD CEN TERS ASSOCIATION Community-school programming for school-age youth by Harvard Community Services C e n t e r .............................................................................. Establishment of group home for boys by Murtis H. Taylor Multi-Services C e n te r............................................................................................................ INSTITUTE FOR CHILD ADVOCACY Child advocacy program with particular emphasis upon services for “separated” children through foster care, adoption and residential care (second y e a r ) ...................................................................................................................................... JEW ISH FAMILY SERV IC E ASSOCIATION OF CLEVELAND Reintegration of former Jewish mental patients into community life over eighteen months (fourth y e a r ) ...................................................................... LAKE COUNTY MENTAL HEALTH AND MENTAL RETARDATION BOARD Self-study of the board and eleven member a g e n c ie s......................................................................................................................................................... LA KE ERIE GIRL SCOUT COUNCIL After-school clubs for elementary youth Plus Four Clubs in Collinwood (third y e a r ) ........................................................................................................ THE LEG AL AID SO CIETY OF CLEVELAND Operating support for Tremont Child Care Co-Operative Center over two years (third and fourth y e a r ) ..................................................................... Project Renaissance, walk-in center for ex-mental patients (third ye ar)............................................................................................................................ LUTHERAN METROPOLITAN MINISTRY ASSOCIATION Citizens’ volunteer nursing home ombudsman program (second y e a r ) ............................................................................................................................ MOUNT PLEASANT YOUTH ACTION COUNCIL, INC. To provide local match for LEAA Youth Prevention P r o je c t ................................................................................................................................................ CITY OF NORTH OLMSTED Establishment of North Olmsted Youth Diversion P ro g ra m ............................................................................................................................................... NURSING HOME ADVISORY & RESEARCH COUNCIL, INC. Research and advocacy efforts on behalf of nursing home patients (third y e a r ) ............................................................................................................. OHIO PRESBYTERIAN HOMES Facility and programs of community outreach for elderly citizens of Breckenridge Village in Willoughby over two y e a r s ........................................ OHIO YOUTH COMMISSION Establishment of horticultural therapy program at Cuyahoga Hills Boys School over two y e a r s .................................................................................... PANTA RHEI, INC. Expansion of program and halfway house for former mental patients on Cleveland s West S id e .................................................................................... PLANNED PARENTHOOD OF CLEVELAND, INC. Challenge grant for Community Reproductive Education and Service Project.................................................................................................................. THE POPULATION INSTITUTE, Washington, D.C. Expansion of sexual education program in cooperation with youth service a g e n c i e s ...................................................................................................

16,825 21,300 4,160 42,500 5,000 200,000 28,500 20,500 40,000 46,000 55,000 28,700 20,000 18,500 54,000 17,000 37,850 555 10,000 55,000 125,000 30,500 12,922 60,000 5,000

SOCIAL SERVICES RESEA RCH FOUNDATION OF THE C ITY UNIVERSITY OF NEW YO RK Feasibility study for Cleveland Self-Help C le a rin g h o u se ..................................................................................................................................................... 5,000 THE BENJAMIN RO SE INSTITUTE Operating su p p o rt...................................................................................................................................................................................................................... 15,000 Study of Ohio guardianship laws and practices concerning the e ld e r ly ............................................................................................................................ 15,000 Support for nursing home patients and p e n sio n e r............................................................................................................................................................... 5,910 THE SALVATION ARMY Establishment of group home for status offend ers............................................................................................................................................................... 35,000 SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY Day care p ro g ra m ...................................................................................................................................................................................................................... 7,300 Hispanic youth s e r v ic e s ............................................................................................................................................................................................................ 2,392 TEEN CH A LLEN G E OF GREATER CLEVELAND Renovation of men’s dormitory.................................................................................................................................................................................................. 15,000 TWINSBURG HEIGHTS COMMUNITY CENTER Building expansion and re n o va tio n ........................................................................................................................................................................................ 20,000 THE UNITED W AY/CRUSADE OF MERCY, Toledo, Ohio General support.......................................................................................................................................................................................................................... 1,000 UNITED WAY SER V IC ES Hecht Institute Workshop on financing human s e r v ic e s ..................................................................................................................................................... 1,500 Presentation of Kimo the Klown to health and social service agencies in the Greater Cleveland A re a ........................................................................... 5,000 Resident camping services for inner-city c h ild r e n ............................................................................................................................................................... 30,000 W ESTERN RESERV E PSYCHIATRIC H A B IT A T IO N CENTER & WESTERN RESERVE VOCATIONAL SERV IC ES Design of furniture to be made by patients in sheltered workshop program....................................................................................................................... 45,000 WOMANS G ENERAL HOSPITAL Establishment of Hitchcock House, a residence facility for rehabilitation of alcoholic w o m e n ..................................................................................... 30,000 WOMEN TOGETHER, INC. Shelter and supportive services for battered women and their children (third y e a r ) ........................................................................................................ 55,000 W OMENSPACE General support.......................................................................................................................................................................................................................... 5,000 YOUNG MEN’S CHRISTIAN ASSOCIATION OF LAKE COUNTY General support.......................................................................................................................................................................................................................... 1,000 Total Social Services Grants — U n d e sign ated ................................................................................................................................................................... $1,669,614 (Following recipients and programs designated by donor) ALCOHOLISM SER V IC ES OF CLEVELAND, INC. General support......................................................................................................................................................................................................................... $ AMERICAN BIBLE SO CIETY, New York General support......................................................................................................................................................................................................................... AMERICAN RED CRO SS, GREATER CLEVELAND CHAPTER General support......................................................................................................................................................................................................................... BEECH BROOK General support......................................................................................................................................................................................................................... B ELLEFA IRE General support......................................................................................................................................................................................................................... BIG BRO TH ERS/BIG SISTER S OF GREATER CLEVELAND General support.........................................................................................................................................................................................................................

30 358 2,337 38,005 4,376 7,744

B O YS’ CLU BS OF CLEVELAND, INC. General support................................................................................ ELIZA BRYANT CENTER General support................................................................................ CALVARY UNITED METHODIST CHURCH General support................................................................................ CATHO LIC CH ARITIES CORPORATION Benefit of aged p e r s o n s ................................................................. Benefit of Parm adale...................................................................... CEN TER FOR HUMAN SER V IC ES General support................................................................................ General support for Day Nursery Association of Cleveland . . General support for Family Service Association Division . . . General support for Homemaker-Health Aide Division . . . . CHILD GUIDANCE CENTER General support................................................................................ THE CH ILD REN ’S AID SO CIETY General support................................................................................ General support for Industrial Hom e............................................. CHILD REN ’S SER V IC ES General support................................................................................ CH RIST EPISCO PA L CHURCH General support................................................................................ THE CHURCH HOME General support................................................................................ C IT Y OF CLEVELAND - PO LICE DEPARTMENT Prevention of delinquency among b o y s........................................ CLEVELAND HUMANE SO C IETY General support................................................................................ CLEVELAND P R E SS CHRISTM AS FUND General support for needy and deserving families and children . THE CLEVELAN D PSYCHO AN ALYTIC SO C IETY FOUNDATION General support................................................................................ Research and application of psychoanalysis and support projects THE CLEVELAN D SO C IE TY FOR THE BLIND General support................................................................................ Research for any other p u r p o s e .................................................. Volunteer braille tra n sc rib e rs....................................................... CUYAHOGA COUNTY W ELFARE DEPARTMENT Special client n e e d s ...................................................................... EA ST END NEIGHBORHOOD HOUSE General support................................................................................ FAIRMOUNT PRESBYTERIAN CHURCH General support................................................................................

569 11,306 2,873 3.000 5,324 174 2.937 24,086 2.000

226 262 42,000 325 865 4,202 377 174 1,140 20 53,890

18,712 9,125 1.937 262 1.937 1,185 45

SOCIAL SERVICES FEDERATION FOR COMMUNITY PLANNING Central Volunteer B u r e a u ................................................................. General support..................................................................................... THE FIRST UNITED METHODIST CHURCH, Ashland, Ohio General support..................................................................................... GOODWILL INDUSTRIES OF CLEVELAND General support..................................................................................... G REATER CLEVELAND NEIGHBORHOOD CEN TERS ASSOCIATION General support..................................................................................... THE HEBREW FREE LOAN ASSOCIATION General support.................................................................................... THE HIRAM HOUSE General support.................................................................................... HOME FOR AGED WOMEN OF CLEVELAND, OHIO General support.................................................................................... ELIZA JENNINGS HOME E q u ip m e n t ......................................................................................... General support.................................................................................... JEW ISH COMMUNITY FEDERATION OF CLEVELAND General support.................................................................................... JO N ES HOME OF CHILDREN’S SERVICES Capital improvement in building and equipment.............................. General support.................................................................................... THE HATTIE LARLHAM FOUNDATION, Mantua, Ohio General support.................................................................................... LITTLE SIST E R S OF THE POOR General support.................................................................................... THE LUTHERAN HOME FOR THE AGED General support.................................................................................... LUTHERAN W ELFARE FUND General support.................................................................................... M ARYCREST SCHOOL General support.................................................................................... THE MONTEFIORE HOME General support.................................................................................... PARMADALE - ST. ANTHONY’S General support.................................................................................... PLANNED PARENTHOOD OF GREATER CLEVELAND, INC. General support.................................................................................... THE BENJAMIN ROSE INSTITUTE General support.................................................................................... ROSE-MARY CENTER General support....................................................................................

2,032 2,463 3,591 609 6,996 1,000

965 4.202 21.932 5,693 174 21.932 13,281 5,483 1,590 7,041 898 4.202 4.202 8,859 8,809 6,824 1,560

ST. ANDREWS UNITED METHODIST CHURCH General support..................................................................................... ST. JOHN LUTHERAN CHURCH General support..................................................................................... THE SALVATION ARMY General support..................................................................................... THE SALVATION ARMY, Ashland, Ohio General support..................................................................................... S IST E R S OF NOTRE DAME Physical education program for the Julie Billiart School . . . . THE SO CIETY FOR CRIPPLED CHILDREN E q u ip m e n t ......................................................................................... General support........................................................................... SO C IETY OF ST. VINCENT DE PAUL General support..................................................................................... STA RR COMMONWEALTH FOR BOYS, Albion, Michigan General support..................................................................................... THE THREE-CORNER-ROUND PACK OUTFIT, INC. General support for camping p ro g ra m ............................................. TRINITY CATHEDRAL General support.................................................................................... UNITED APPEAL OF ASHLAND COUNTY, Ashland, Ohio General support.................................................................................... UNITED WAY SER V IC ES General support.................................................................................... THE VISITING NURSE ASSOCIATION OF CLEVELAND General support.................................................................................... VOCATIONAL GUIDANCE AND REHABILITATION SERVICES Assistance to needy clients of Sunbeam Sch o o l.............................. Assistance to needy of Sunbeam School graduating class . . . General support.................................................................................... W EST SIDE DEUTSCHER FRAUEN VEREIN, THE ALTENHEIM General support.................................................................................... YOUNG MEN’S CHRISTIAN ASSOCIATION General support..................................................................................... General support to West Side b r a n c h ............................................ YOUNG MEN’S CHRISTIAN ASSOCIATION, Ashland, Ohio General support..................................................................................... YOUNG MEN’S AND YOUNG WOMEN’S CHRISTIAN ASSOCIATION General support to Lakewood combined branch.............................. YOUNG WOMEN’S CHRISTIAN ASSOCIATION General support..................................................................................... Total Social Services Grants — D e s ig n a t e d ................................... Total Social Services Grants — Designated and Undesignated . .

898 16,822 1.796 9,498 21,932 11,080 455 1.030 8,879 1.030 1.796 212,705 2,437 1,000

1,000

2,624 9,579 1.796 10.966 1.796 10.966 779 . $ 707,040 . $2,376,654

SPECIAL PHILANTHROPIC SERVICES The funds expended for special philanthropic purposes go primarily for the operating costs of The Cleveland Foundation and a wide variety of services for the benefit of the philanthropic com m unity throughout northeast Ohio. The latter includes services to many private founda tions which do not employ staff or have limited staff. The services include evaluation of grant proposals and monitoring of grants, as well as convening meetings dealing with issues of com mon concern to the participating foundations. The cost of some of these services is reimbursed in part by the recipient foundations. One of the most useful developments for grant-seekers was the employment of profes sional staff for the Cleveland regional library and field office of The Foundation Center of New York. The Kent H. Smith Library, named in honor of this former member of The Cleve land Foundation Distribution Committee, now has two full-time staff members. This includes a professional librarian with expertise in foun dation matters who conducts orientation ses

sions in the use of the library resources. The library houses materials dealing with grantmaking, annual reports of national foundations, Internal Revenue Service returns of foundations in O hio and neighboring states and information on federal and state government funding. On January 1,1978,The Cleveland Foundation trans ferred management of the library to The Foun dation Center, but continues to support its operation. During 1978 The Cleveland Foundation un dertook a process to assure efficient staff supportand control administrative costs in response to increasing Foundation activities.This included centralization of several administrative func tions, further utilization of word processing technology and implementation of a computerbased system for the Foundation's grants control and financial service activities. In developing this system the Foundation made special efforts to assure that it would be adaptable and availa ble to other interested foundations.

SPECIAL PHILANTHROPIC SERVICES GRANTS TH E C L E V E L A N D FO UN DATIO N CLEVELAND FOUNDATION RESO U RCES Anisfield-Wolf Book Awards in human relations................................................................................................................................................................... $ Anisfield-Wolf Community Service A w a rd ...................................................... ........................................................................................................ Operating budget of the Fenn Educational Fund of The Cleveland Foundation for the year 1979 .................................................................................... Preliminary planning and implementation of an automated management information system ......................................................................................... Toward support of the operating budget of Cleveland Foundation Resources for the year 1979 .................................................................................... THE FOUNDATION CENTER 1979 operating budget of the Foundation Center-Cleveland............................................................................................................................................... TOTAL SPECIA L PHILANTHROPIC SERVICES G R A N T S............................................................................... .............................................................$ *Grant recommended by the Fenn Educational Fund Executive Board.

8,000 7,000 21,809* 10,000 813,220 21,500 881,529

FINANCIAL REPORT

TRUST FUND GROWTH OF THE CLEVELAND FOUNDATION In 1978, the carrying value of new funds and additions to existing funds recorded by The Cleveland Foundation totaled $7,817,925.23. New gifts and additions to the Com bined Fund included in that total were $174,715.81 and are reported in detail beginning on page 55.

NEW TRUST FUNDS RECEIVED THE DR. D A V ID ALSBACH ER FUND FOR M ED IC A L RESEARCH D o n o r: Rena Alsbacher Trust. Carrying Value: $626,753.73. Market Value 12/31/78: $626,367.88. Use of income: Medical research. L. DALE D O RN EY FUND D o n o r: L. Dale Dorney Estate. Carrying Value: $5,172,049.67. Market Value 12/31/78: $5,168,124.09. Use of income: Higher education and public charitable purposes in Findlay and Hancock County, Ohio. THE W ILLIAM C. A N D AGNES M. DUNN FUND D o n o r: Agnes M. Dunn Estate. Carrying Value: $757,100.62. Market Value 12/31 /78: $913,070.50. Use of income: Aged needy men and women. THE GEORGE D. AN D EDITH W. FEATHERSTONE M EM ORIAL FUND D o n o r: Edith W. Featherstone Estate. Carrying Value: $194,215.32. Market Value 12/31 /78: $186,573.52. Use of income: Various donordesignated purposes.

D O R O TH E A W R IG H T H A M ILTO N FU N D D o n o r: Dorothea W right Hamilton. Carrying Value: $16,319.03. Market Value 12/31/78: $154,050.00. Use of income: Various donordesignated purposes. THE N O RM A W ITT JA C K SO N FUND D o n o r: Norma Witt Jackson Charitable Foundation. Carrying Value: $74,475.00. Market Value 12/31/78: $69,300.00. Use of income: Various donor-designated purposes.

ADDITIONS TO EXISTING TRUST FUNDS Charles Rieley Armington Fund was increased by a gift of $36,000.00 to income from the Elizabeth Rieley Armington Charitable Trust. Cleveland Recreational Arts Fund was increased by the gifts of $2,000.00 from Kurt L. Seelbach, $150.00 from The Louis E. and Marcia M. Emsheimer Charitable Trust, $100.00 from the Raymond John Wean Foundation. The Emerald Necklace Fund was increased by gifts of $5,000.00 from the Ida M. Adomeit Estate, $301.00 from four various donors.

Victor Mills Fund was increased by $154,290.26 through a distribution from the Victor Mills Estate. Clarence A. Olsen Trust was increased by $3,260.54 through a distribution from the Clarence A. Olsen Estate. The Joseph K. and Amy Shepard Patterson Fund was increased by $329,344.26 through a distri足 bution from the Amy Shepard Patterson Trust. Linda J. Peirce Memorial Fund was increased by a gift of $1,992.63 from Gilbert S. Peirce.

The H. Morley Hitchcock Fund was increased by $51,829.64 through a distribution from the Morley Hitchcock Trust.

The Frank S. Sheets and Alberta G. Sheets Memorial Fund was increased by $119,023.20 through a distribution from the Frank S. Sheets Trust.

Donald W. McIntyre Fund was increased by $58,278.02 through a distribution from the Donald W. McIntyre Estate.

Maude S. Tomlin Memorial Fund was increased by $40,726.50 through a distribution from the Maude S. Tomlin Estate.

THE CLEVELAND FOUNDATION TRUST FUNDS A wide variety of donors, dedicated to The Cleveland Foundation as a means of benefiting their community in years to come, have estab足 lished the follow ing trust funds. These funds are named either for their donors or by the donor for a memorial or, in some instances, for the recipient organization which they enrich.

Cleveland Recreational Arts Fund Caroline E. Coit Fund A. E. Convers Fund* Harry Coulby Fund No. 2 Harry Coulby Fund No. 4 Jacob D. Cox Fund S. Houghton Cox Fund

Rob Roy Alexander Fund The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research The George and May Margaret Angell Trust Anisfield-W olf Fund Charles Rieley Armington Fund Walter C. and Lucy I. Astrup Fund No. 1 Walter C. and Lucy I. Astrup Fund No. 2 Sophie Auerbach Fund* The Frederic M. and Nettie E. Backus Memorial Fund Walter C. and Fannie White Baker Fund Lilian Hanna Baldwin Fund Mabel R. Bateman Memorial Fund Warner M. Bateman Memorial Fund Cornelia W. Beardslee Fund James C. Beardslee Fund Mary Berryman Fund Ida Beznoska Fund Big Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund George Davis Bivin Fund* Katherine Bohm Fund Roberta Holden Bole Fund The George H. Boyd Fund* Alva Bradley II Fund Gertrude H. Britton, Katharine H. Perkins Fund Fannie Brown Memorial Fund George F. Buehler Memorial Fund Thomas Burnham Memorial Trust Katherine Ward Burrell Fund The Martha B. Carlisle Memorial Fund The Central High School Endowment Fund The Fred H. Chapin Memorial Fund The Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund J. E. G. Clark Trust Marie Odenkirk Clark Fund The Elsa Claus Memorial Fund No. 2 Cleveland Foundation Combined Funds

Henry G. Dalton Fund The Howard and Edith Dingle Fund Edwin A. and Julia Greene Dodd Fund No. 1 Edwin A. and Julia Greene Dodd Fund No. 2 L. Dale Dorney Fund The Mary and Wallace Duncan Fund The William C. and Agnes M. Dunn Fund Alice McHardy Dye Fund

The Emerald Necklace Fund Ada C. Emerson Fund* Henry A. Everett Trust Mary McGraw Everett Fund Charles Dudley Farnsworth Fund The George D. and Edith W. Featherstone Memorial Fund Dr. Frank Carl Felix and Flora Webster Felix Fund The Fenn Educational Fund First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund* Fisher Fund Erwin L. Fisher and Fanny M. Fisher Memorial Fund Edward C. Flanigon Fund Constance C. Frackelton Fund No. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Grace Jordan Gardner Fund Frederic H. Gates Fund The William F. and Anna Lawrence Gibbons Fund* William A. Giffhorn Fund Frederick Harris Goff Fund Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund

Dr. IsadoreJ. Goodman and Ruth Goodman Memorial Fund Julius E. Goodman Fund The George C. and Marion S. Gordon Fund Robert B. Grandin Fund The Eugene S. Halle Memorial Fund The Blanche R. Halle Memorial Fund Dorothea Wright Hamilton Fund Edwin T. and Mary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund* Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. Com m unity Development Fund Leonard C. Hanna, Jr. Fund for Com m unity Chest Leonard C. Hanna, Jr. Fund for United Appeal W illiam Stitt Hannon Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds No. 1 and 2 Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Fund George Halle Hays Fund Kaufman Hays Memorial Fund The Louise W. and Irving H. Heller Fund The Hinds Memorial Fund* The Hiram House Fund The Jacob Hirtenstein Fund The H. Morley Hitchcock Fund Mildred E. Hommel and Arthur G. Hommel Memorial Fund Centureena S. Hotchkiss Fund Martin Huge, Martha M. Huge, Theodore L. Huge and Reinhardt E. Huge Memorial Fund The John Huntington Benevolent Fund The A. W. Hurlbut Fund The Norma Witt Jackson Fund Sherman Johnson Memorial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd Fund Isaac Theodore Kahn Fund Tillie A. Kaley and Warren R. Kaley Memorial Fund Karamu House Trust Clarence A. Kirkham Memorial Fund

John R. Kistner Fund The Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund* Martha M. Linden Fund Robert M. Linney Fund* Sue L. Little Fund Elizabeth T. Lohmiller Fund Ella L. Lowman Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund Theresa Mae MacNab Fund Leone R. Bowe Marco Fund Alice Keith Mather Fund The Samuel Mather and Flora Stone Mather Memorial Fund Harriet E. McBride Fund The Lewis A. and Ellen E. McCreary Memorial Fund The George W. and Sarah McGuire Fund Donald W. McIntyre Fund The Katherine B. McKitterick Fund The John C. McLean Memorial Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund Sarah Stern Michael Fund Victor Mills Fund Anna B. Minzer Fund Cornelia S. Moore Fund* The Mr. and Mrs. Jay P. Moore Memorial Fund W illiam Curtis Morton, Maud Morton, Kathleen Morton Fund E. Freeman Mould Fund Jane C. Mould Fund Tom Neal Fund Blanche E. Norvell 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 Memorial Fund* The Joseph K. and Amy Shepard Patterson Memorial Fund

Linda J. Peirce Memorial Fund Douglas Perkins Fund Grace M. Pew Fund Walter D. Price Fund W illiam H. Price Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund* The Charles Greif Raible and Catherine Rogers Raible Fund The John R. Raible Fund Clay L. and Florence Rannells Reely Fund The Retreat Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Alice M. Rockefeller Fund Charles F. Ruby Fund William A. Ruehl and Mary Ruehl Memorial Fund The Mary Coit Sanford Memorial Fund Mary Coit Sanford Fund Dr. Henry A. and Mary J. Schlink Memorial Fund William C. Scofield Memorial Fund Charles W. and Lucille Sellers Memorial Fund* William K. Selman Memorial Fund Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund The Henry A. Sherwin and Frances M. Sherwin Fund* The Henry A. Sherwin and Frances M.Sherwin Memorial Fund No. 1* The Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 2* The John and LaVerne Short Memorial Fund The A. H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund The Nellie B. Snavely Fund A. L. Somers Fund W illiam J. Southworth Fund* Dr. George P. Soyer Fund The John C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund The George B. Spreng and Hazel Myers Spreng Memorial Fund The Hazel Myers Spreng Fund in memory of her parents, Mr. & Mrs. A. N. Myers

Frederick C. Sterling Second Testamentary Trust* Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund Jessie Stewart Fund Charles L. and Marion H. Stone Fund Harriet B. Storrs Fund Leonard F. Stowe Fund Henrietta Teufel Memorial Fund The John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund M audeS. Tomlin Memorial Fund Mabelle G. and Finton L. Torrence Fund James H. Turner Fund Charles F. Uhl Fund John F. and Mary G. Wahl Memorial Fund Jessie MacDonald Walker Memorial Fund The John Mason Walter and Jeanne M. Walter Memorial Fund No. 1 The John Mason Walter and Jeanne M. Walter Memorial Fund No. 2 Mabel Breckenridge Wason Fund A Mabel Breckenridge Wason Fund B* George B. and Edith S. Wheeler Trust Edward Loder Whittemore Fund Henry E. and Ethel L. W iddell Fund The John Edmund Williams Fund Teresa Jane Williams Memorial Fund James D. Williamson Fund The George H., Charles E., and Samuel Denny Wilson Memorial Fund Edith Anisfield W olf Fund* David C. Wright Memorial Fund Edith Wright Memorial Fund

PARTIAL BENEFITS FUNDS *These trusts provide payments of annuities to certain individuals prior to payment of income to the Foundation. With two exceptions, The Cleveland Foundation will ultimately receive the entire net income from these funds. The principal amounts of these funds are carried as assets of The Cleveland Foundation.

SUPPORTING ORGANIZATIONS Under the provisions of Section 509(a)(3) of the Internal Revenue Code, it is possible, under cer tain conditions, for an organization which would otherwise be considered a private foundation to be classified instead as a tax-exempt supporting organization of a public charity. The supporting organization provision allows retention of a separate identity and permits con tinuing involvement in its affairs by founders or their designees. Unlike a private foundation, however, the organization is no longer subject to federal excise tax on net investment income, certain restrictions on operations, and rather

co m p lica te d rep o rtin g and re c o rd -k e e p in g requirements. To qualify as a supporting organization sev eral conditions must be satisfied. The most im portant are the adoption of general charitable purposes identical to those of The Cleveland Foundation and the appointment of a majority of the organization's trustees by the Distribution Committee of The Cleveland Foundation from among its members. In 1973 The Sherwick Fund, formerly a private family foundation created twenty years earlier by John and Frances W ick Sherwin, became a supporting organization of The Cleveland Foun dation. In 1978, thirty grants totaling $94,730 were authorized by the Fund's trustees in sup port of a variety of educational, health, social service and cultural arts programs. A detailed listing of 1978 grants may be found in the sepa rately published Sherwick Fund annual report. In 1977 a second supporting organization joined The Cleveland Foundation. The W illiam J. and Dorothy K. O 'N eill, Sr. Fund was created by the O'Neills. In late 1978 the O 'N eill Fund approved its first six grants to a variety of edu cational and social service activities. In 1978a third supporting organization joined The Cleveland Foundation. The Elizabeth and Ellery Sedgwick Fund was created by the Sedgwicks and will, with growth over time, provide an additional source of philanthropic dollars for the Cleveland area. Any private foundation 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 wishing to dis cuss the possibility of affiliate status should con tact the Director of The Cleveland Foundation.

COMBINED FUND GROWTH OF THE CLEVELAND FOUNDATION The Com bined Fund was created within The Cleveland Foundation in 1943 to provide a way through which gifts of any size could be made and put to work more efficiently. Several thou sand 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 commingled for investment purposes, thereby providing a large block of capital for more efficient investment management and greater income potential. During 1978 the Com bined Fund generated income for grant purposes of $452,039.77. Mar ket value of the Com bined Fund at December 31, 1978 totaled $7,898,608.73. New funds and memorials and additions to already established funds and memorials, not previously reported, amounted to $174,715.81 in 1978. Gifts to the Com bined Fund may be made in the name of an individual or as memorials. There is no restriction as to size, and additions may be made at any time. Donors are encouraged to make their gifts available for unrestricted chari table purposes, since this enables the Founda tion to be flexible in meeting changing com munity needs and problems. If a donor wishes to express a preference as to how the income from his gift should be spent, it is suggested that one of the follow ing general Cleveland Founda tion grant categories — Education, Cultural A f fairs, Health, Social Services, Civic Affairs, and Special Philanthropic Purposes — be specified.

NEW FUNDS AND MEMORIALS Mary Catherine Carter Fund, $20 D o n o r: Mary C. Carter Use of income: Unrestricted charitable purposes. Orrin F. Kilmer Fund, $78,847 D o n o r: Estate of Orrin F. Kilmer Use of income: Unrestricted charitable purposes. D. D. Kimmel Memorial Fund, $2,428 D o n o r: Estate of D. D. Kimmel Use of income: Unrestricted charitable purposes. W. Brewster McKenna Fund, $5,000 D o n o r: Trust of W. Brewster McKenna Use of income: Donor-designated purpose. Harold M. Nichols Fund, $50,231 D o n o r: Estate of Harold M. Nichols Use of income: Unrestricted charitable purposes.

ADDITIONS TO EXISTING FUNDS AND MEMORIALS Thomas Burnham Memorial Fund, $2,499 D o n o r: Marie Louis Gollan — Winston P. Burton Fund Glenn A. Cutler Memorial, $587 D o n o r: Various donors Dorothy and Helen Ruth Fund, $1,500 D o n o r: Dorothy Ruth Graham The Arthur and Agnes Severson Memorial D o n o r: Estate of Agnes Severson Fund, $11,258 Jessie C. Tucker Memorial Fund, $100 D o n o r: Edith M. Medina Helen B. Warner Fund, $22,231 D o n o r: Trust of Helen B. Warner Dorothy Young W ykoff Memorial, $15 D o n o r: Ruth W. Reed

THE CLEVELAND FOUNDATION COMBINED FUND Morris Abrams Fund Academy of Medicine, Health Education Foundation Fund Rhoda L. Affelder Fund W ickham H. Aldrich Fund Eunice Westfall Allen Memorial Samuel Westfall Allen Memorial Lydia May Ames Fund Raleigh F. Andrie Memorial Fund Marguerite E. Anselm Memorial Katherine B. Arundel Fund Leonard P. Ayres Memorial Ruth and Elmer Babin Fund A. D. Baldwin Memorial Fund Robert K. Beck Memorial Hattie E. Bingham Fund Beulah Holden Bluim Memorial Arthur Blythin Memorial Robert Blythin Mehriorial Ernest J. Bohn Memorial Fund Helen R. Bowler Fund Nap. H. Boynton Memorial Fund Alva Bradley Memorial Brigham Britton Fund Charles F. Buescher Memorial Thomas Burnham Memorial Fund Elizabeth A. Burton Memorial Edmund S. Busch Fund Robert H. Busch Scholarship Fund Carmela Cafarelli Fund Edna L. and Gustav W. Carlson Foundation Memorial Fund Leyton E. Carter Memorial Fund Mary Catherine Carter Fund George S. Case Fund Fred H. Chapin Memorial The Adele Corning Chisholm Memorial Fund Garnetta B. Christenson and LeRoy W. Christenson Fund Mr. and Mrs. Harold T. Clark Fund Inez and Harry Clement Award Fund Cleveland Center on Alcoholism Fund Cleveland Conference for Educational Cooperation Fund Cleveland Guidance Center Endowment Fund Cleveland Heights High School Scholarship Fund Cleveland Psychoanalytic Society Fund The Cleveland Sorosis Fund

Cleveland War Memorial Arthur Cobb Memorial Arthur Cobb, Jr. Memorial Florence Haney Cobb Memorial Louise B. Cobb Memorial Mary Gaylord Cobb Memorial Percy Wells Cobb Memorial Ralph W. Cobb, Jr. Memorial Dr. Harold N. Cole Memorial Lawrence E. Connelly Memorial Judge Alva R. Corlett Memorial Mary B. Couch Fund Jacob D. Cox, Jr. Memorial W illis B. Crane Memorial Dr. W ilbur S. Crowell Memorial Marianne North Cummer Memorial Glenn A. Cutler Memorial Nathan L. Dauby Memorial Mary E. Dee Memorial Fund Carl Dittmar Memorial Magdalene Pahler Donahey Fund Anna J. Dorman and Pliny O. Dorman Memorial Fund L. Dale Dorney Memorial Fund James J. Doyle and Lillian Herron Doyle Scholarship Fund Robert J. Drake Memorial Charles A. Driffield Memorial Fund Kristian Eilertsen Fund Irene C. and Karl Emmerling Scholarship Fund Charles Farran Fund Arthur H. Feher Fund William S. and Freda M. Fell Memorial Fund Herold and Clara Fellinger Charitable Fund Sidney B. Fink Memorial Percy R. and Beatrice Round Forbes Memorial Fund Frances B. and George W. Ford Memorial Fund Gladys J. and Homer D. Foster Fund Harriet R. Fowler Fund Katyruth Strieker Fraley Memorial Annie A. France Fund Hermine Frankel Memorial I. F. Freiberger Fund Mrs. I. F. Freiberger Memorial Winifred Fryer Memorial Fund Florence I. Garrett Memorial Frank S. Gibson Memorial Fund Ellen Gardner Gilmore Memorial

Frances Southworth Goff Memorial Robert B. Grandin Memorial James L. Greene Memorial Bell Greve Memorial Fund Robert Hays Gries Memorial Carolyn K. Grossman Fund Isador Grossman Memorial Fund Marc J. Grossman Fund Jessie Haig Memorial Florence Hamilton Memorial Leonard C. Hanna, Jr. Cleveland Play House Fund The Leonard C. Hanna, Jr. Special Fund Mrs. Ward Harrison Memorial F. H. Haserot Fund Homer H. Hatch Fund James W. Havighurst Memorial 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 Albert M. Higley Memorial Mary G. Higley Fund Reuben W. Hitchcock Fund Mary Louise Hobson Memorial Fund Mr. and Mrs. Arthur S. Holden Fund Cora Millet Holden Memorial Guerdon S. Holden Memorial Helen M. Holland Memorial Dr. John W. Holloway Memorial Fund John W. Holt Memorial Mrs. John H. Hord Memorial A. R. Horr Fund Joseph C. Hostetler Memorial Mrs. Ray Irvin Memorial The Norma Witt Jackson Fund Earle J. Johnson and Walter Sawtelle Doan and Ella P. Doan Memorial Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Virginia K. Johnson Memorial Fund Florence Jones Memorial The Thomas Hoyt Jones Family Fund Mr. and Mrs. Sidney D. Josephs Fund Albert B. and Sara P. Kern Memorial Fund Joseph E. Kewley Memorial Fund Orrin F. Kilmer Fund

D. D. Kimmel Memorial Fund Quay H. Kinzig Memorial Thomas M. Kirby Memorial Dr. Emmanuel Klaus Memorial Fund Samuel B. Knight Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund Richard H. Kohn Fund Samuel E. Kramer Law Scholarship Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Daniel W. Loeser Fund Meta M. Long Fund The William Fred Mackay and Cora Carlisle Mackay Memorial Fund Anna Mary Magee Memorial Fund George A. and Mary E. Marten Fund Mrs. E. O. Marting Memorial The Frederick R. and Bertha Specht Mautz Scholarship Fund Malcolm L. McBride and John Harris McBride II Memorial Fund Thomas McCauslen Memorial Mrs. E. P. M cCullagh Memorial Emma E. M cDonald Fund Hilda J. McGee Fund Gladys M. McIntyre Memorial Fund W. Brewster McKenna Fund Anna Curtiss McNutt Memorial Charles E. Meink Memorial W illiam J. Mericka Memorial The Grace E. Meyette Fund Herman R. and Esther S. M iller Memorial Fund Emma B. Minch Fund John A. Mitchell and Blanche G. Mitchell Fund Harry F. Miter Memorial Helen Moore Fund Daniel E. Morgan Memorial Fund Mary MacBain Motch Fund Ray E. Munn Fund John P. Murphy Memorial Christopher Bruce Narten Memorial The National City Bank Fund Harlan H. Newell Memorial Harold M. Nichols Fund Jessie Roe North and George Mahan North Memorial Fund

John F. Oberlin and John C. Oberlin Fund Ethelwyne Walton Osborn Memorial Erla Schlather Parker Fund Charles J. and Marian E. Paterson Fund Blanche B. Payer Fund Caroline Brown Prescott Memorial Fund Mary Dunham Prescott Memorial The George John Putz and Margaret Putz Memorial Fund The George F. Quinn Memorial Scholarship Fund Omar S. Ranney Memorial Grace P. Rawson Fund Marie Richardson Memorial Fund Minerva P. Ridley Fund Edna A. Rink Fund Orra M. Risberg Memorial Gertrude M. Robertson Memorial Clarence A. Roode Memorial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M. Rosenfeld Memorial Fund Dr. A. T. Roskos Fund Dorothy and Helen Ruth Fund St. Barnabas Guild for Nursing Fund Mrs. Raymond T. Sawyer Memorial Oliver H. Schaaf Fund Cornelius G. Scheid Memorial Fund The Robert N. Schwartz Fund for Retarded Children Alice Duty Seagrave Foreign Study Fund Warner Seely Fund Arthur H. Seibig Fund Mrs. Louis B. Seltzer Memorial The Arthur and Agnes Severson Memorial Fund Annette S. Shagren Memorial Nina Sherrer Fund The John and Frances W. Sherwin Fund Cornelia Adams Shiras Memorial Dr. Thomas Shupe Memorial Fund Samuel Silbert Fund David G. Skall Memorial Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Social Work Scholarship Fund Society for Crippled Children â&#x20AC;&#x201D; Tris Speaker Memorial Fund Society National Bank Fund Meade A. Spencer Memorial The Miriam Kerruish Stage Fund

Belle Bierce Stair Memorial Frederick S. Stamberger Memorial Nellie Steele Stewart Memorial The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Esther H. and B. F. Stoner Memorial Fund Vernon Stouffer Memorial Fund Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund Joseph T. Sweeny Memorial Charles Farrand Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr Memorial Elizabeth Bebout Taylor Memorial Mary J. Tewksbury Fund Allison John Thompson Memorial Fund Chester A. Thompson Fund Margaret Hayden Thompson Fund Sarah R. Thompson Fund Homer F. Tielke Fund Maud Kerruish Towson Memorial Jessie C. Tucker Memorial Fund The Charles F. Uhl and Carl F. Uhl Memorial Fund Leo W. Ulmer Fund Malcolm B. Vilas Memorial Philip R. and Mary S. Ward Memorial Fund Cornelia Blakemore Warner Memorial Fund Helen B. Warner Fund Stanley H. Watson Memorial Frank Walter Weide Fund The Harry H. and Stella B. Weiss Memorial Fund Caroline Briggs Welch Memorial S. Burns and Simonne H. Weston Fund Lucius J. and Jennie C. Wheeler Memorial Fund Elliott H. W hitlock Memorial Mary C. Whitney Fund The Marian L. and Edna A. Whitsey Fund R. N. and H. R. Wiesenberger Fund Lewis B. Williams Memorial Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Fund Marjorie A. W inbigler Memorial John W. Woodburn Memorial Nelle P. Woodworth Fund Dorothy Young Wykoff Memorial Leward C. Wykoff Memorial Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara Memorial Fund

SI M M

STATEMENT OF CHANGES IN FUND BALANCES THE CLEVELAND FOUNDATION Year ended December 31,1978

PRINCIPAL

Balances at January 1,1978 INCREASES IN FUND BALANCES Received from donors Gain (loss) from sale of assets Dividends Interest—net of amortization and purchased interest Common trust fund income Partial benefit income Distribution of estate income Other TOTAL INCREASES IN FUND BALANCES TRANSFERS From income to principal 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 Cleveland Foundation Resources for administrative purposes Other TOTAL DECREASES IN FUND BALANCES Balances at December 31, 1978

1914 RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

COMBINED FUND RESOLUTION

TOTAL PRINCIPAL

$21,720,639

$113,926,125

$7,088,585

$142,735,350

387,775

7,607,209 734,210

174,716 (37,099)

7,781,925 1,084,886

2,241 390,016

9,009 8,350,428

817 138,434

12,068 8,878,879 1,957

1,957 39,612 150

201,576 7,643

16,295

257,483 7,793

45,000

2,230

1,954

49,184

600

26 1,601 213,076 $122,063,477

18,249 $7,208,771

626 1,601 316,687 $151,299,498

85,362 $22,027,250

IN CO M E

RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

$ 429,876

COMBINED FUND RESOLUTION

$2,324,432

TOTAL INCOME

$255,488

TOTAL PRINCIPAL AND INCOME

$3,009,796

$145,745,146

36,000

7,817,925 1,084,886 3,590,853 2,886,687 846,593 3,820,852 298,395 126,084 20,472,275

1914

36,000 784,855 662,424 266,655 206,397 18,206 1,938~537

2,563,485 1,995,081 542,396 3,614,454 280,810 94,796 9,127,022

242,513 229,182 37,542 17,585 1,014 527,836

(1,957)

3,590,853 2,886,687 846,593 3,820,852 298,395 114,016 11,593,396 (1,957)

58,284 1,572

199,534 9,574

16,923 17

274,742 11,163

532,224 18,956

1,576,810

6,675,779

232,124

8,484,713

8,533,897

132,155

580,075

57,842

770,073

1,768,821 $ 597,637

7,464,962 $3,986,492

306,906 $476,418

9,540,689 $5,060,546

770,698 1,601 9,857,376 $156,360,045

STATEMENT OF ASSETS AND FUND BALANCES THE CLEVELAND FOUNDATION December 31,1978

ASSETS Trust Funds: 1914 Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Multiple Trusteeship Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Other investments Combined Fund Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Other investments FUND BALANCES Trust Funds: Principal Income

APPROXI足 MATE MARKET VALUE

STATEMENT OF ASSETS AND FUND BALANCES

94,675

3,470,576 6,328,622 7,845,246 4,885,768 22,624,887

3,369,580 5,497,682 14,567,933 5,416,009 28,945,879

1,906,903

16,066,182 32,417,760 60,782,119 13,505,772 124,678,736 1,371,233 126,049,969

15,394,580 27,652,028 95,621,447 13,132,118 153,707,076 1,221,138 154,928,214

219,361

1,466,114 1,781,151 3,794,004 424,048 7,684,678 ________ 511 7,685,189 $156,360,045

1,399,668 1,549,291 4,296,368 433,410 7,898,098 ________ 511 7,898,609 $191,772,702

$151,299,498 5,060,547 $156,360,045

REPORT CLEVELAND FOUNDATION RESOURCES Cleveland Foundation Resources serves as the administrative arm of The Cleveland Founda tion. It is a nonprofit corporation, organized under Section 509(a) (3) of the Internal Revenue Code as a supporting organization of The Cleveland Foundation. It therefore has identical charitable purposes and its governing body has the same membership as the Foundation's D is tribution Committee. Besides its administrative role, Cleveland Foundation Resources is used as a vehicle for holding grants from The Cleveland Foundation during the development and early implemen tation stages of various projects and regranting them at the appropriate time. However, it is not typically a grantmaking organization.

During 1978 a grant of $100,000 was authorized toward the construction of a four-story addition to and renovation of Beaumont Hall, the home of the School of Applied Social Sciences of Case Western Reserve University. The funds came from the Louis D. Beaumont Foundation, a pri vate philanthropic foundation which had been scheduled for termination within 35 years of the death of its donor. The Cleveland Foundation was asked to complete the liquidation process and it was deemed appropriate to use a substan tial part of the remaining funds toward a build ing named for the benefactor of that founda tion. The grant was made subject to the raising of matching funds.

GRANTS CLEVELAN D FOUNDATION RESO U RCES THE ACADEMY FOR CONTEM PORARY PROBLEM S Analysis of Ohio school finance o p t io n s .............................................................................................................................................................................. $ 5,000 C A SE W ESTERN R ESER V E UNIVERSITY Renovation and enlargement of Beaumont H a l l .................................................................................................................................................................... 100,000 TOTAL GRANTS ........................................................................................................................................................................................................... $ 105,000

STATEMENT OF CHANGES IN FUND BALANCES CLEVELAND FOUNDATION RESOURCES Year ended December 31, 1978

RESTRICTED FUNDS

Balance at January 1, 1978 Receipts: Special administrative grants Investment income earned Fee income from The Cleveland Foundation Fee income from administered programs Contributions Disbursements: Grants Designated programs Special programs Administrative expenses Net transfer of funds to designated programs from other grant funds Balance at December 31,1978

CUSTODIAL FUNDS

$379,155

CONTRI足 BUTIONS FOR DESIGNATED PROGRAMS

$ 533,882

CONTRI足 BUTIONS RESTRICTED FOR SPECIAL PROGRAMS

OTHER GRANT FUNDS

UNRESTRICTED OPERATING FUNDS

$211,661

$ 50,962

$132,530 86,145 77,974

18,426

684,131 7,584 405,165 378,365

558,180 1,092,062 672.382

211,661

404,232 455,194

7,716 988,496

107,642 153,172

13,192 391,557 13,608

672.382 419,680

153,172 58,489

107,642 347,552

825.081 825.081 163,415

$ 13,608

26,500 $ 446,180

$ 58,489

(26,500) $321,052

$163,415

BALANCE SHEET CLEVELAND FOUNDATION RESOURCES December 31, 1978

ASSETS Cash Certificates of deposit Short-term investments — at cost which approximates market Other assets LIABILITIES AND FUND BALANCES Accounts payable and accrued expenses Fund balances: Restricted Custodial funds — Contributions for designated programs Contributions restricted for special programs Other grant funds Unrestricted—available for operating purposes

49,216 375,000

567,406 100,341 $1,091,963

89,219

$ 13,608 446,180 58,489 321,052

839,329 163,415 $1,091,963

GIVING TO THE CLEVELAND FOUNDATION Gifts to The Cleveland Foundation may be made in several ways. All gifts, regardless of size, are used for the charitable needs of the Greater Cleveland community. 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 so cial services, c iv ic or cultural affairs. Many donors provide w h o lly unrestricted gifts, entrusting to the Foundation's Distribution Committee the decisions on how these funds shall be utilized over the years. The unrestricted gift provides important flexibility and allows the Distribution Committee to respond more effec tively to changing community needs as they emerge. There are three basic ways in which donors may contribute to The Cleveland Foundation: • The Separate Trust Fund is generally estab lished for a gift of $250,000 or more. Each trust of this kind is held and managed separately by one of the five banks which serve as Foundation trustees. Administrative costs make it most ef fective only for more sizable gifts. • The C o m b in ed Fund provides a more cost effective way of receiving and administering gifts of any size. Either large or modest gifts may be received under this plan because the trustee banks combine 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 administering the donor's gift. The Combined Fund is also an appropriate means for memorial izing a deceased friend or member of the family. • The Supporting Organization under provi sions of Section 509(a)(3) of the Internal Rev enue Code, as am ended, provides a means

for private foundations to a ffilia te with The Cleveland Foundation. In accordance with these provisions, the Distribution Com m ittee of The Cleveland Foundation has defined certain con ditions which must be satisfied. Am ong these are: (a) a majority of the governing body of the supporting organization is appointed by the Distribution Committee from among its mem bers; (b) the assets of the supporting organiza tion are to be managed as an agency account by one or more of the trustee banks of The Cleve land Foundation; and (c) the supporting organ ization is required to utilize the professional staff services of The Cleveland Foundation, with annual fees for those services comparable to those assessed other C le v e la n d Foundation funds. Whether through a separate trust fund or through the Com bined Fund, an individual gift may be made either as a direct bequest during the donor's lifetime, or it may be established in the donor's will. Foundation staff is always available to provide information in response to inquiries about the alternative methods of giv ing to the Foundation and about the donor's specific philanthropic objectives. It is suggested that any individual desiring to make a gift to The Cleveland Foundation confer with an attorney, financial advisor, or the trust department of one of the five participating trus tee banks—Central National Bank of Cleveland, The Cleveland Trust Company, National City Bank, Society National Bank of Cleveland, or Union Commerce Bank.

1978

DISTRIBUTION COMMITTEE

TRUSTEES COMMITTEE

STAFF

H. Stuart Harrison, Chairman*

M. Brock Weir, Chairman President and Chief Executive Officer The Cleveland Trust Company

Homer C. Wadsworth, Director Timothy D. Armbruster, Program Officer Patricia Jansen Doyle, Program Officer Patrick J. Henry, Program Officer* John G. Joyce, Manager, Financial Services Gloria Kish, Accountant Henry J. Kubach, Accountant** Susan N. Lajoie, Staff Consultant Steven A. Minter, Program Officer Mariam C. Noland, Program Officer Richard F. Tompkins, Program Officer *Resigned November, 1978 ** Retired May, 1978

M. Brock Weir, Vice Chairman Walter O. Spencer, Vice Chairman* Resigned June, 1978 Mrs. Scott R. York, Vice Chairman Resigned September, 1978 George B. Chapman, Jr.* Robert D. Gries Mrs. Bruce Griswold Appointed September, 1978 David G. Hill Charles E. Hugel* Appointed June, 1978 Resigned September, 1978 Mrs. Drue King, Jr. Thomas W. Mastin William J. O 'N eill, Sr.* Stanley C. Pace * Appointed September, 1978

John A. Gelbach Chairman of the Board and Chief Executive Officer Central National Bank of Cleveland Julien L. McCall President and Chief Executive Officer National City Bank J Maurice Struchen Chairman of the Board and Chief Executive Officer Society National Bank of Cleveland

G. Brooks Earnest, Consultant Ernst & Ernst, Auditors Thompson, Hine & Flory, Legal Counsel

Lyman H. Treadway Chairman of the Board, President and Chief Executive Officer Union Commerce Bank

1978 AN N U A L REPORT Patricia Jansen Doyle, Editor John F. Morrell, Art Director Frank Aleksandrowicz, Primary Photograph Janice C. Miller, Editorial Assistant Charlene A. Soby, Editorial Assistant

Thomas V. H. Vail*

* Members of the 1914 Foundation Committee and the Combined Fund Distribution Committee

THE CLEVELAN D FO U N D A TIO N 700 National City Bank Building Cleveland, O hio 44114 Telephone: (216) 861-3810