Cleveland Foundation – 1980 Annual Report

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700 National City Bank Building, Cleveland, Ohio 44114 Telephone: (216) 861-3810


A N N U AL REPORT 1980 Patricia Jansen Doyle, Director of Publications Lawrence Weber, Editor Les Stein, Art Director Alicia M. Ciliberto, Editorial Assistant Janice C. Miller, Editorial Assistant Original Watercolors by Judy Marken


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TABLE OF CONTENTS Organizational . . . Information Chairman’s Letter . . . Director’s Report ..................Civic Affairs ..................Cultural Affairs Education Health .............................Social Services . . Special Philanthropic Services Summary o f Grants Authorized ..................Trust Funds Growth The Cleveland Foundation ................................. Trust Funds .........Combined Funds Growth Funds o f The Cleveland . . Foundation Combined Funds

Supporting Organizations..............61 Statement of Changes in Fund Balances.................. 62 Statement of Assets and Fund Balances ....................64 Auditors’ R e p o r t .......................... 66 CLEVELAND FOUNDATION RESOURCES R eport.................................................. 66 G rants.................................................. 67 Statement o f Changes in Fund Balances.................................68 Balance S h e e t..................................... 70 Auditors’ R e p o r t............................... 71 Ways of Giving................................... 72


THE CLEVELAND FOUNDATION The Cleveland Foundation was estab­ lished in 1914 as the nation’s first community foundation. In 1971, the Foundation received a current ruling of the Internal Revenue Service which classifies it as a public charity under Section 509(a)(1) o f the Internal Revenue Code of 1954 as amended. The Cleveland Foundation provides the means through which a person may make a gift or bequest o f any size for the benefit of the Greater Cleveland

community, certain that changing needs will not make the gift obsolete. Many donors give wholly unrestricted gifts, which provide important flexibility in allowing the Distribution Committee to respond effectively to changing community needs, while other donors designate specific organizations to receive the gifts or limit gifts to broader areas o f concern such as civic or cultural affairs, education, health or social services.

Homer C. Wadsworth, Director

John G. Joyce, Manager, Financial Services Gloria Kish, Accountant

Steven A. Minter, Associate Director Patricia Jansen Doyle, Program Officer Mariam C. Noland, Program Officer Carol G. Simonetti, Program Officer Richard F. Tompkins, Program Officer Susan N. Lajoie, Program Analyst

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

THE DISTRIBUTION COMMITTEE The Distribution Committee is the governing body of The Cleveland Foundation and is responsible for policy making and the allocation of fund income and principal. The members are selected in a variety of ways for their knowledge of the educational and chari­ table needs of the community. One member of the Distribution Committee is appointed by each of the following: the chief judge of the United States District Court, Northern District of Ohio, Eastern Division; the presiding

judge of the Probate Court of Cuyahoga County; the mayor of Cleveland; the president of the Federation for Com­ munity Planning; and the chief justice of the Court of Appeals for the Eighth Appellate District of Ohio. These five public appointees 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 is appointed for a five-year term and may serve a maximum o f 10 years.

Stanley C. Pace, Chairman* M. Brock Weir, Vice Chairman Robert D. Gries Mrs. Bruce Griswold David G. Hill Mrs. Drue King, Jr.

Vincent G. Marotta* Thomas W. Mastin William J. O ’Neill, Sr.* Richard W. Pogue* Thomas V. H. Vail* *Members o f the 19 14 Foundation Committee and the Combined Fund Distribution Committee.

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THE TRUSTEES COMMITTEE The Trustees Committee is responsible for five Distribution Committee appoint足 ments, approval of formal affiliations with other trust companies or financial institutions with The Cleveland Founda足 tion, and the naming of a trustee bank for any gift for which a bank has not

been designated. It is composed of the chief executive officers of the five trustee banks: AmeriTrust Company of Cleveland, Central National Bank of Cleveland, National City Bank, Society National Bank of Cleveland and Union Commerce Bank.

M. Brock Weir, Committee Chairman Chairman of the Board AmeriTrust Company of Cleveland

J Maurice Struchen, Chairman and Chief Executive Officer Society National Bank of Cleveland Lyman H. Treadway, Chairman and Chief Executive Officer Union Commerce Bank

Wilson M. Brown, Jr., President and Chief Executive Officer Central National Bank Julien L. McCall, Chairman and Chief Executive Officer National City Bank

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CHAIRMAN’S LETTER The year 1980 was a very good year at The Cleveland Foundation. The Distri­ bution Committee authorized a near record amount in new grants and saw substantial growth in the assets o f the Foundation and the income available for future disbursement for the well­ being of the Cleveland community. The $13,414,193 in grants authorized in 1980 was only 5.5 percent less than the exceptionally large authorization a year earlier and 54 percent larger than the level o f grantmaking five years ago. It should be noted that a community foundation, with the special privileges o f a public charity, does not have to expend all its income in a given year and therefore is in a position to help potential grantees develop their plans more fully before granting funds. Con­ sequently, several promising proposals reviewed in 1980 were carried over for funding in 1981. Foundations, as other institutions in America, have felt the erosion caused by inflation. It was encouraging, therefore, to see the assets o f The Cleveland Foun­ dation rise from $202,390,308 at the beginning o f 1980 to $229,566,922 by the end o f the year— an increase of 13.4 percent. The growth reflects the creation o f several new funds and additions to existing funds totaling $10,515,417. The rest came through growth in the value of assets held by the five trustee banks, most notably assets held in stocks. Dividends and interest income also was up significantly in 1980. We are indebted not only to those who leave money for the benefit of Greater Cleveland through their wills but also to those who make contribu­ tions during their lifetime. The grantmaking purposes of The Cleveland Foundation were further enlarged during the year by the creation o f two new supporting organizations by living donors. The Treu-Mart Fund was established by Elizabeth M. and William C. Treuhaft as a supporting organization o f both The Cleveland Foundation and the Jewish Community Federation of Cleveland. This is believed to be the first supporting organization affiliated with both a community foundation and another public charity and will be

watched closely across the nation as a new form o f cooperative philanthropy. The Wolpert Fund was created by Samuel and Roslyn Wolpert. These two funds increase the number of supporting organizations to seven, with assets total­ ing more than six million dollars. The purpose of this Foundation is to serve the greater good of Cleveland. Consequently, the members of the Dis­ tribution Committee and the profession­ al staff are constantly in the process of reassessing community needs and seeking programs where philanthropic support can make a difference. The board/staff retreats held annually for the last seven years have been an im­ portant mechanism for this and have resulted in new initiatives in health care delivery, criminal justice, the performing arts and now economic development. The 1980 retreat was extremely rewarding to me. We explored, along with one or two other issues, the state of the Cleveland economy, recognizing that much of what we wish to accom­ plish in the nonprofit sector will be greatly assisted if the region is economi­ cally healthy. The 1980 grantmaking reflects an increased emphasis on civic affairs, including a grant to the Rand Corpora­ tion to develop the basis for economic planning, as well as continued efforts to strengthen local government. The grants included $2,546,520 for civic affairs; $1,923,516 for cultural affairs; $1,878,151 for education; $2,791,163 for health; $3,151,003 for social services; and $1,123,840 for special philanthropic purposes. The lat­ ter included the administrative expenses of the Foundation which is a modest 7.87 percent. The activities described in this report have been made possible through the efforts o f the members o f the Distribu­ tion Committee and the staff who have displayed competency and dedication in carrying out the mission of The Cleveland Foundation.

Stanley C. Pace May 1981


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DIRECTOR’S REPORT It may seem to the casual reader o f this report o f the work o f The Cleveland Foundation for 1980 that we scatter a large sum o f money to a bewildering variety o f programs. In the main, this is true. A community foundation must be many things to many people since the whole o f the community is our constitu­ ency. What is more to the point is that some o f our donors specify precisely the activities they wish supported. TTie sum o f these suggestions can be a good many activities in a city o f this size and complexity. What seems generally true in this connection, however, is not altogether so. A community foundation has the special privilege o f looking at condi­ tions from a detached point o f view in that it is not limited by the constraints imposed upon those with hard manage­ ment decisions to make in the governing o f many significant enterprises. We seek to bring a measure o f coherence to grantmaking by relating our giving to an assessment o f both problems and possibilities at the community level. This is why attention is given to study­ ing conditions as they exist and to experimental programs based on our findings. This is also why certain key activities originate with the Distribution Committee and its staff. Rather clear patterns o f support, beginning in each case with studies of fields o f service, are now noteworthy. Financial aid given to the mayor’s Opera­ tions Improvement Task Force led to direct assistance in several critical areas, among them police services, accounting, park and recreation development, execu­ tive management training. Staff review o f the condition o f seven performing arts agencies led to a successful consor­ tium grant application to the National Endowment for the Arts and subsequent success in raising large sums for these agencies’ activities. Major support for research and training activities at two of Cleveland’s major health centers, Case Western Reserve University’s School

o f Medicine and the Cleveland Clinic, point toward three lines o f current emphasis— regionalization of medical services, cost containment, and basic studies in the biomedical area, notably in cancer. An example of how The Cleveland Foundation works is exemplified by the Distribution Committee decision in 1980 to sponsor a series o f studies through the Rand Corporation directed toward improving our understanding of the economy of Cleveland and North­ east Ohio. The studies involve the construction o f a data base to guide decision-making and an analysis of the determinants o f economic change and the future prospects for key industries. They also include an assessment of some o f the opportunities and barriers to economic development. A suggested approach to enhancing our community’s capability in monitoring economic activity in the Cleveland area may in the long run prove to be the most sig­ nificant product o f Rand’s work here. A strong advisory committee, consisting of representatives of business, labor and government, is working with the Foun­ dation staff and the research experts from the Rand Corporation on these activities. It may be assumed that many of The Cleveland Foundation programs in future years will be viewed in the light o f what we learn about our economy and the steps that seem most promising if we are to restore and enhance the important position that Cleveland has held in this nation for many generations.

(iTUjJUjJa . Homer C. Wadsworth May 1981



Cleveland is an aging American city whose eco­ nomy traditionally has pros­ pered on heavy industry—steel and auto manufacturing—the very industries now threatened by compe­ tition in the world market. Furthermore, Cleveland has relatively less factual eco nomic data upon which to base policy decisions than a number of other cities in similar circumstances. Therefore, it seemed an appropriate, even crucial time in which to reevaluate the future o f the economy o f Cleveland and Northeast Ohio. In September 1980 the Distribution Committee contracted with the Rand Corporation, an eminent nonprofit applied research organization, to conduct a series o f economic studies over a one-year period. The studies involve the construction o f an orderly

data base on existing economic conditions, analy­ sis o f key industrial sectors, an assessment of barriers to and opportunities for development in these sectors, and an evaluation of al­ ternative development strategies and the consequences o f these strategies for the regional economy. For example, most people agree that it is important to reduce hard-core unemployment, especially among the young, poorly educated or black, and to generate good jobs with advancement potential which are enjoyable and ful­ filling to perform. They also recognize that it is important to balance the city budget while providing good public ser­ vices. It is hoped that the findings o f the Rand studies— based upon facts rather than impressions—will help enlightened investors and public officials to select

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stantially reduce the percentage o f time when no police cars are available to answer the calls o f victims. For the past ten years the Lutheran Housing Corporation and the Famicos Foundation, a Catholic organization, have developed exemplary programs for helping the poor and near poor acquire decent housing. The two organizations have purchased, rehabilitated and sold more than 300 houses and helped many more families improve their dwellings. Lutheran Housing began its effort in East Cleveland and gradually moved into Buckeye-Woodland, Union-Miles and Glenville districts while Famicos began in Hough and moved into nearby neighborhoods. Gradually the two groups grew closer together through mutual interest and respect and in 1980 were given a joint grant o f $300,000 to share certain costs and spread their expertise to other community groups wishing to create housing rehabilitation programs in their neighborhoods on the east and west sides o f Cleveland. The grant is enabling joint purchasing o f construction materi­ als, control o f construction costs, hand­ ling o f title and escrow matters and coordination o f knowledge and experi­ ence concerning various governmentfunded programs. Famicos will concen­ trate on sharing its expertise in training and monitoring contractors and subcon­ tractors and Lutheran Housing will expand its workshop training for people doing their own home repairs, its tool and equipment loan program, and its foreclosure counseling. The Cleveland Foundation also helped fund "Hom e Again,” a series of 13 half-hour television programs now being shown on WVIZ. The public television series on housing rehabilita­ tion stars Lutheran Housing’s home rehabilitation director. Two housing grants were made which are closely tied to the racial stabilization of neighborhoods. A $100,000 chal­ lenge grant was made for loan guaran­ tees, interest subsidies and loans for persons buying or improving dwellings in the Moreland area o f Shaker Heights, and a planning grant was made for rehabilitation of a 270-unit apartment building in the Ludlow area near Shaker Square. Finally, The Cleveland Foundation

development strategies that will enhance the quality o f life for people who live and work here as well as assure fiscal health for both the central city and the suburbs. It is also expected that the project will result in recommendations for ongoing mechanisms for systematic monitoring o f changes in the region’s economy. The work o f the Rand Corporation is being overseen by Cleveland Foundation staff and reviewed by an advisory panel composed of 25 community leaders drawn from industry, labor, the profes­ sions and local and state government. The economic viability o f Cleveland rests not on private initiatives alone but requires the undergirding of public ser­ vices that work. With this in mind the Foundation has funded over the past several years a number o f studies assess­ ing the capital and service needs o f the metropolitan area. The Urban Institute of Washington, for instance, pinpointed a backlog of nearly three-quarter billion dollars in capital needs for sewers, streets, bridges, and the water and tran­ sit systems. A follow-up grant made in 1980 is enabling the Urban Institute to work with the appropriate city, county and public authorities through the lead­ ership o f the Greater Cleveland Growth Association in developing 5- and 10year plans for capital improvements and the means o f financing these improvements. Among the $2,546,520 authorized for the civic affairs in 1980, were several grants made directly for the benefit of the City of Cleveland. A nonpartisan election analysis was made prior to the passage of the city wage tax increase, seen as key to the financial recovery of the city. Officials from cities which have successfully implemented financial management systems were brought to Cleveland to assist in implementing a system which will make the city’s finan­ cial records auditable, a step required for the city to once again enter the bond market. The findings of the mayor’s Operations Improvement Task Force began to be implemented, among them a personnel study designed to create a more rational scheme for salaries and wages of city employees. Operations research techniques and other manage­ ment systems are being used to help reduce police response time and sub­

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continued to foster development of Cleveland’s lakefront as an important regional asset. It funded planning and coordination for summer lakefront fesrival events and hosted a harbor cruise with the governor o f Ohio for leading

corporate, community and government­ al leaders. The cruise was co-hosted by the Greater Cleveland Growth Associa­ tion and the New Cleveland Campaign in conjunction with the Ohio Depart­ ment of Natural Resources.

CIVIC GRANTS AMERICAN YOUTH HOSTELS INC.. Delaplane, Virginia Creation of a youth hostel at the historic Stanford House and Farm in the Cuyahoga Valley National Recreation Area ................................................................. $ 31,133 .............................................................. BE D FO R D H EIG H TS CIVIC C O A LIT IO N Housing and citizen involvement program (third year) ................................................................. $ 12,000 .............................................................. BETTERWAY, INC., Elyria, Ohio Educational Farm Center (second year) ................................................................. $ 10,000 .............................................................. CASE W ESTERN RESERVE UNIVERSITY Development of a 20-year master plan for Squire Valleevue Farm ................................................................. $ 25,000 .............................................................. Management training for City of Cleveland senior officials ................................................................. $ 14,000 .............................................................. C IT Y C LU B FORUM FO U N D A TIO N , INC. City Club Forum programs ................................................................. $ 20,000 .............................................................. Senior citizen attendance at weekly City Club Forum series (third year) ................................................................. $ 4,400 .............................................................. TH E C LE V E LA N D BAR C H A R IT A B LE A N D E D U C A T IO N A L FUND Halle Lectureship program over thr.ee years ............................................................... $ 30,000 .............................................................. C IT Y OF C LE VELAN D Projects in field personnel allocation and promotion policies of the Cleveland Police Department ............................................................... $168,960 .............................................................. Plan for two neighborhood justice centers and a night prosecutor’s program ............................................................... $ 4,650 ..............................................................

1980

C LE V E LA N D D E V E LO P M E N T F O U N D A T IO N Coordination and special costs connected with the Lakefront Summer Festival through the New Cleveland Campaign $ 31,000 ...............................................................

Evaluation of the Leadership Cleveland program ............................................................... $ 5,000 ............................................................... Greater Cleveland Growth Association’s capital investment and financing agenda for Cleveland's streets, bridges, sewers, water and transit systems in the 1980s ............................................................... $100,000 ............................................................... Incorporation of Downtown Cleveland Corporation into the Greater Cleveland Growth Association ........................................................... $ 15,000 ...............................................................

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New Cleveland Campaign national publicity campaign and 1981 Lakefront Festival marketing over three years $100,000 .............................................................. Planning grant for the Greater Cleveland Roundtable ................................................................. $ 20,000 ............................................................... C LE V E LA N D F O U N D A T IO N R E S O U R C E S Consultant services for development of Cleveland’s lakefront ................................................................. $ 12,500 ................................................................ Criminal justice and youth services planning and technical assistance ................................................................. $ 36,000 ................................................................ Evaluation of grant to the City of Cleveland for support of projects in field personnel allocation and promotion policies of the Cleveland Police Department ................................................................. $ 2,000 ................................................................ Evaluation of grant to Heights Community Congress to conduct a housing code compliance program ................................................................. $ 3,000 ................................................................ Evaluation of grant to Union-Miles Development Corporation for housing rehabilitation ................................................................ $ 5,000 ............................................................... Planning in economic development ................................................................ $ 11,453 ............................................................... Program development in civic affairs ................................................................ $ 5,000 ............................................................... Strengthening public service ................................................................ $100,000 ............................................................... C LE V E LA N D M A C H IN E TR A D E S A S S O C IA T IO N Promotion of machine trade training over two years ................................................................ $ 25,000 ................................................................. C LE V E LA N D STATE U N IVE RS ITY Street Law in Corrections program at the county jail (second year) ................................................................ $ 13,510 ................................................................. Supplemental assistance for energy-related trip ................................................................ $ 2,000 ................................................................. C LE V E LA N D T E N A N T S O R G A N IZ A T IO N Establishment of three neighborhood land trusts within the City of Cleveland and a citywide land trust umbrella organization ................................................................ $ 35,000 ................................................................. Summer recreation program for youth at Cuyahoga Metropolitan Housing Authority’s Riverview Estates ................................................................ $ 4,677 ................................................................. C O N SU M ER C R ED IT C O U N S E LIN G OF M E T R O P O LIT A N C LE V E LA N D , IN C Revolving loan fund for delinquent mortgagors ................................................................ $ 50,000 ................................................................. C U Y A H O G A C O U N T Y BO A R D O F C O M M IS S IO N E R S National urban fellow placed in Cuyahoga County ................................................................ $ 8,000 ................................................................. C U Y A H O G A VALLEY C O M M U N IT IE S C O U N C IL, IN C , Peninsula, O hio General support ................................................................ $ 22,500 ................................................................. D E TR O IT SHO REW AY C O M M U N IT Y D E V E LO P M E N T O R G A N IZ A T IO N Neighborhood revitalization ................................................................ $ 64,950 ................................................................. D O W N TO W N C LE V E LA N D C O R P O R A TIO N Operating support .............................................................. $ 15,000 ......................................................

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E D U C A T IO N A L T E LE V IS IO N A S S O C IA T IO N O F M E T R O P O LIT A N C LE VELAN D , W V IZ-TV Television series on home rehabilitation in conjunction with Lutheran Housing Corporation .............................................................................. $ 18,500 ............................................................................. F AM IC O S F O U N D A T IO N Cooperative housing program with Lutheran Housing Corporation over three years .............................................................................. $150,000 ............................................................................. FED ER A TIO N FOR C O M M U N IT Y P LA N N IN G Study of voter attitudes and citizen participation in health and human services .............................................................................. $ 4,000 ............................................................................. C IT Y O F F IN D LA Y Draft of downtown revitalization plan .............................................................................. $ 1,000 ............................................................................. F IN D LA Y S H A D E TREE C O M M IT T E E , C IT Y O F FIN D LA Y Shade tree program for Findlay .............................................................................. $ 30,000 ............................................................................. G O V E R N M E N TA L R ESEARCH IN STITU TE Analysis of urban taxation and finances .............................................................................. $ 5,785 ............................................................................. Public education program on Cuyahoga County government .............................................................................. $150,000 ............................................................................. G R EATER C LE V E LA N D IN T E R C H U R C H C O U N C IL Consultant expenses .............................................................................. $ 2,500 ............................................................................. G R EA TER C LE V E L A N D N E IG H B O R H O O D C EN TER S A S S O C IA T IO N Youth employment project over fifteen months .............................................................................. $ 37,405 ............................................................................. H E IG H T S C O M M U N IT Y C O N G R ES S Housing code compliance program ............................................................................. $ 42,638 ............................................................................. H O U G H AR EA D E V E LO P M E N T CO R PO R A TIO N Homes for Hough construction program (second year) ............................................................................. $ 50,000 ............................................................................. TH E H O U S IN G AD VO C ATES, INC, National Citizens Monitoring Project on community development block grants (second year) .............................................................................. $ 30,000 ............................................................................. Seminar to explore options to increase production of low-cost Section 8 rent subsidy housing and round-table meetings .............................................................................. $ 2,000 ............................................................................. LE A G U E OF W O M E N VO TER S OF C LE V E LA N D E D U C A T IO N A L FUND, INC. Publication of 1980 Voters' Guide .............................................................................. $ 4,500 ............................................................................. TH E L U D L O W C O M M U N IT Y AS S O C IA TIO N Development of rehabilitation plans for Shaker Garden Apartments ............................................................................. $ 14,280 ............................................................................. LU TH E R A N H O U S IN G C O R P O R A TIO N Cooperative housing program with Famicos Foundation over three years ............................................................................. $150,000 ............................................................................. Elderly home maintenance demonstration program ............................................................................ $ 30,000 ............................................................................. M ILES AH E AD , INC. Operating support ............................................................... $ 25,000 .............................................................................

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M O R E L A N D C O M M U N IT Y A S S O C IA T IO N Financial assistance program to aid existing or prospective comm unity residents ..................................................................... $100,000 ...................................................................... M U N IC IP A L FIN A N C E O FFIC ER S A S S O C IA T IO N , W ashington, D O . Symposium on urban financial management information systems in conjunction with the City of Cleveland and Cleveland State University ....................................................................... $ 1,500 ...................................................................... M.Y.H. C LU B C O R P O R A TIO N Willing Workers youth employment and training program (fourth year) ....................................................................... $ 42,000 ...................................................................... N A T IO N A L A C A D E M Y OF P U B LIC A D M IN IS T R A T IO N , W ashington, D O . Foundation conference on local government ....................................................................... $ 6,000 ...................................................................... N A T IO N A L IN FO R M A T IO N BU R EAU, INC., N e w York, N e w York National center for charitable statistics ....................................................................... $ 10,000 ...................................................................... N O R TH E R N O H IO RESEARCH IN F O R M A T IO N C EN TER Automated inventory of urban land structures and population ....................................................................... $ 30,000 ...................................................................... O H IO C O N SE RV ATIO N F O U N D A T IO N Program planning to acquire conservation easements in Cuyahoga Valley National Recreation area and for bicycle paths in Greater Cleveland ...................................................................... $ 18,700 ...................................................................... PRIN C ETO N U N IVE R S ITY Princeton, N e w Je rs e y Study of regional development policies in western industrial democracies including a Cleveland case study over eighteen months ...................................................................... $ 14,880 ........................................................................ TH E R AND C O R P O R A TIO N Studies of metropolitan Cleveland’s economy ...................................................................... $166,392 ....................................................................... RAPID RECOVERY, INC. Clean-up and beautification of the Regional Transit Authority’s right-of-way (fourth year) ...................................................................... $ 36,000 ....................................................................... RESOURCE - W O M EN: TH E U N TAPPED R ESO U RC E Expansion of marketing plan ...................................................................... $ 12,000 ....................................................................... SENIOR C IT IZ E N S ’ C O A L IT IO N Security of the Cleveland Metropolitan Housing Authority apartment buildings ...................................................................... $ 12,380 ....................................................................... U N IO N -M ILE S D EV ELO PM EN T C O R P O R A TIO N Housing rehabilitation ...................................................................... $100,240 ....................................................................... THE UNIVERSAL N EG RO IM PR O V EM EN T A S S O C IA T IO N A N D A FR IC AN C O M M U N IT IE S LEAG UE Emergency funds for historic preservation ...................................................................... $ 1,500 ....................................................................... U NIVERSITY CIRCLE, INC. Projects for the 1980s: housing element, visitor/conference center, capital revolving fund over three years ...................................................................... $205,000 ....................................................................... TH E URBAN INSTITUTE, W ashington, D.C. Program planning in public finance research in conjunction with several Cleveland institutions ...................................................................... $ 5,000 .......................................................................

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W IN D W A R D B O U N D Transitional services for youth ............................................ $ 10,000 ............................................ W OMENSPACE Cuyahoga County wom en’s action agenda employment project ............................................ $ 17,250 ............................................ Women at work exposition ............................................ $ 3,000 ............................................

TOTAL CIVIC AFFAIRS GRANTS - UNDESIGNATED ............................................$2,546,183 ............................................

(Following recipient and program designated by donor) TH E W O M E N ’S C IT Y C L U B OF C LE V E LA N D Educational lectures ......................................... $ 337 .........................................

TOTAL CIVIC AFFAIRS GRANTS - DESIGNATED ........................................ $

337 .........................................

TOTAL CIVIC AFFAIRS GRANTS - DESIGNATED AND UNDESIGNATED .................................................................$2,546,520 ..................................................................

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CULTURAL AFFAIRS A gift o f $710,000—the largest single grant in the history o f The Cleveland Foundation from nondesignated funds— was made to the Play house Square Foundation in June 1980. The gift launched a $20 million campaign to transform the landmark Ohio Palace and State theatres into one of the nation’s largest arts and entertainment centers. By its size the grant set the pace for an outpouring of major contributions from corporations and private founda­ tions and helped leverage sizeable sup­ port from local and federal governments. It culminated continuous Foundation support to Playhouse Square endeavors since 1973. The 1980 grant was earmarked speci­ fically for architectural design and for operating costs as the Playhouse Square staff works with Cleveland Ballet,

Cleveland Opera and Great Lakes Shakespeare Festival which will make the three-theatre complex their home and with other local groups from the Cleveland Orchestra to ethnic folk dance troupes which will use the spaces from time to time. Fund­ ing also will support booking and promo­ tion expenses associated with attracting national touring arts and entertainment acts for the inaugural season slated for 1982-83. This, the largest theatre restoration project in America, is stimulating both the rebirth of nightlife in Cleveland and the economic rejuvenation of an entire section of downtown. The grant raised cultural affairs authorizations for 1980 to a total of $1,923,516—the largest cultural affairs allocation in the Foundation’s history in

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Association. Both series are supported by the Foundation. Neighborhood revitalization was enlivened by cultural grants as well as other aspects o f foundation giving, with cultural awards targeted to projects o f exceptional excellence or merit. The Cleveland Music School Settlement was granted $50,000 to open a new branch in the landmark Hruby Conservatory o f Music building in the East Fifty-fifth and Broadway area overlooking Cleve­ land’s industrial steel valley. Support was given to an extraordinary Italian cultural arts program of Alta House in the Murray Hill District popularly known as Little Italy. Peoples and Cultures was assisted in an innovative project which provides original designs, craft materials and encouragement to help ethnic crafts persons produce and sell attractive wares. In 1980, cultural grants accentuated The Cleveland Foundation’s grantmak­ ing flexibility, illustrating a comfortable compatibility between cultural quality and economic revival.

both dollar and percentage amounts. The authorizations reflected increased support for performing arts organizations in the midst of raising three-for-one match for the $2 million Challenge Grant from the National Endowment for the Arts and The Cleveland Foundation. The Foundation continued its support of Cleveland Ballet with an $80,000 grant to help raise dancers’ salaries to a level competitive with the nation’s top regional companies. This was so impor­ tant as the five-year-old troupe traveled to the Brooklyn Academy of Music for a critically successful debut on the Ballet America series in January 1981. The artistic growth of Cleveland Opera was fostered by a grant of $75,000 and the Great Lakes Shakespeare Festival by a two-year grant of $150,000. World-class artists have returned to Cleveland in recital after years of absence through the Great Performers at Severance Hall series of the Musical Arts Association and a dance series at John Carroll University sponsored by the Cleveland Modern Dance

CULTURAL GRANTS ALTA H O U SE Continuation and expansion of the Italian cultural arts program over two years ......................................................... » . . $ 25,000 .................................................................. CASE W ESTERN RESERVE U N IVE R S ITY American Assembly for Great Lakes Region on the Future of the Performing Arts .................................................................. $ 15,000 ................................................................. “ Personae” exhibition of fiber masks, photos and dance at Mather Gallery ................................................................. $ 6,593 ................................................................. C LE V E LA N D B A LL E T Assistance in bringing dancers' salaries up to scale for major regional ballet companies ................................................................ $ 80,000 ................................................................. C LE V E LA N D F O U N D A T IO N R ES O U R C ES Evaluation of grant to Karamu House for Lyceum Series and vocal music contest ................................................................ $ 500 ................................................................. TH E C LE V E LA N D IN S T IT U T E O F M U S IC Cleveland Chamber Music Seminar ................................................................ $ 5,000 ................................................................. TH E C LE V E LA N D M O D E R N D A N C E A S S O C IA T IO N Professional staff and marketing activities over two years ................................................................ $ 35,000 ..................................................................

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T H E C LE V E L A N D M U S IC S C H O O L S E T T L E M E N T Creation and operating support of East 55th-Broadway area branch over three years ............................................................... $ 50,000 ............................................................... Musical instruments for the Cleveland Renaissance Consort Inc ............................................................... $ 5,000 ............................................................... Sound equipment, costuming and other expenses of the Primavera Dance Company ............................................................... $ 1,500 ............................................................... C LE V E LA N D OPERA Increased musical programming costs ............................................................... $ 75,000 ............................................................... F A IR M O U N T TH E A TR E OF TH E DEAF Operating support (second year) ............................................................... $ 60,000 .............................................................. FIN D LA Y AR EA AR TS C O U N C IL, Findlay, O hio Initiation of professional children’s theatre series over two years ............................................................... $ 6,500 .............................................................. FIN D LA Y C IVIC M U S IC AS SO C IA TIO N , Findlay, O hio Performance of a major symphony in Findlay ............................................................... $ 5,000 ................................................................ T H E FIN D LA Y SERVICE LEAG UE, Findlay, O hio Young People’s Symphony Orchestra Concert ............................................................... $ 1,000 ................................................................ G O V E R N M E N TA L RESEARCH IN STITU TE Sculpture by George Segal for the Justice Center ............................................................... $ 15,000 ................................................................ G R EA T LAKES SHAKESPEARE FESTIVAL Artistic growth and increased production expenses over two years ............................................................... $150,000 ................................................................ Performances of “ My Lady Luck" at Kennedy’s in Playhouse Square ............................................................... $ 4,000 ................................................................ K A R A M U H O USE Lyceum Series and vocal music contest (second year) ............................................................... $ 7,000 ................................................................ LA MESA ESPANO LA Jessie C. Tucker memorial lecture ............................................................... $ 300 ................................................................ TH E M U S IC A L AR TS AS S O C IA TIO N Audience development and underwriting for Great Performers at Severance Hall ............................................................... $ 31,800 ................................................................ Cleveland Orchestra educational services for children’s concerts ............................................................... $ 12,000 ................................................................ Pension subsidy for retired Cleveland Orchestra musicians ............................................................... $ 9,083 ................................................................ Sustaining fund of the Cleveland Orchestra ............................................................... $ 50,000 ................................................................. NEW O R G A N IZ A T IO N FOR TH E VISU AL ARTS Cleveland Art Week 1980 ............................................................... $ 5,000 ................................................................. PEOPLES A N D C ULTURES Development of Shop-in-the-Flats marketing program over two years ............................................................... $ 20,000 ................................................................. PLA Y H O U S E SQ U A R E F O U N D A T IO N Operating support and architectural design over two years ............................................................. $710,000 .................................................................

21


SAINT IGNATIUS HIGH SCHOOL Study for a comm unity arts center .................................................... $ 2,500 ...................................................

SPACES Operating and programmatic support for art exhibits and performances (second and third year) .................................................... $ 15,000 ...................................................

THE TOLEDO MUSEUM OF ART, Toledo, Ohio General support .................................................... $ 500 .....................................................

YOUNG AUDIENCES OF GREATER CLEVELAND, INC. Staff support (third year)

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

$ 10,000 .....................................

TOTAL CULTURAL AFFAIRS GRANTS - UNDESIGNATED ............................................................$ 1 ,413,276 .............................................................

(Following recipients and programs designated by donor) A S H LA N D LIB R A R Y A S S O C IA T IO N , A shland, O h io General support .......................................................... $ 2,035 ......................................................... C LE V E LA N D B A LLE T General support .......................................................... $ 179 ........................................................... TH E C LE V E LA N D IN S TITU TE OF M U S IC General support .......................................................... $ 2,826 ........................................................... TH E C LE V E LA N D M U S E U M O F A R T General support .......................................................... $ 13,239 ........................................................... Purchase objects of art exhibited at May show in memory of Oscar Michael, Jr. .......................................................... $ 500 ........................................................... C LE VELAN D M U S EU M OF N A T U R A L H IS T O R Y General support .......................................................... $124,069 ........................................................... Planetarium .......................................................... $ 2,643 ........................................................... TH E C LE V E LA N D PLAY H O U SE Experimental dramatic work or scholarship .......................................................... $ 1,500 ........................................................... General support .......................................................... $ 4,971 ........................................................... Shakespearean and classical productions for students and teachers .......................................................... $ 2,643 ........................................................... C LE V E LA N D P U B LIC LIB R A R Y Services to shut-ins .......................................................... $ 72,768 ........................................................... C LE V E LA N D Z O O L O G IC A L S O C IE TY General support .......................................................... $ 2,643 ........................................................... THE G A RD E N CENTER OF GREATER C LE V E LA N D Library .......................................................... $ 1,387 ...........................................................

22


KARAMU HOUSE General support .............................................. $ 88,191 ................................................

THE MUSICAL ARTS ASSOCIATION Children's concerts by the Cleveland Orchestra .............................................. $ 5,286 ................................................ General support for the Cleveland Orchestra .............................................. $ 66,378 ................................................

NORTHERN OHIO OPERA ASSOCIATION General support .............................................. $ 179 ................................................

OGLEBAY INSTITUTE, Wheeling, West Virginia Cultural and educational activities at Oglebay Park .............................................. $110,244 ................................................

THE WESTERN RESERVE HISTORICAL SOCIETY Care of memorabilia of the First Cleveland Cavalry Association .............................................. $ 5,553 ................................................ General support .............................................. $ 3,006 ................................................

TOTAL CULTURAL AFFAIRS GRANTS - DESIGNATED ............................................

$ 510,240 ..............................................

TOTAL CULTURAL AFFAIRS GRANTS - DESIGNATED AND UNDESIGNATED ................................................................................... $ 1 ,923,516 ..................................................................................

23



While business and in­ dustry have long recog­ nized the value of foster­ ing productivity and success through the upgrading o f manage­ ment skills of promising executives, nonprofit institutions and governmental agencies have rarely had the resources or inclination to underwrite such training. Since 1975 The Cleveland Foundation has made a series of education grants which have enabled middle level and senior personnel of such organizations to pursue advanced degrees and short­ term courses in management. Among the 50 or so Greater Cleve­ landers who have benefited from these grants are the president o f a small women’s college, the dean of a distinguished engineering school, the director o f a group of innovative halfway houses for troubled youth and the City

o f Cleveland’s current community development director who administers, among other things, the $40 million community development block grant program. Sometimes the advanced training is related directly to enhancing the success of a project supported by the Foundation. When the hospice care program for the terminally ill was funded in 1980, addi­ tional support was provided to enable the program’s director, a woman with extensive social work background, to attend a short-term course on financial planning at the University of Pennsyl­ vania Wharton School of Business. In 1980 continued support was provided for middle management personnel from nonprofit and govern­ mental agencies in Northeast Ohio to pursue advanced degrees in business


in coping with the problem. The project, with its small central staff headed by a retired school superintendent, is supported by grants from the Martha Holden Jennings, George Gund and Cleveland foundations. The Positive Education Program, a private agency which works with emotionally disturbed children within Cuyahoga County schools, including children who have gotten into trouble with the law or who face the prospect o f expulsion, has developed a joint program with Cleveland State and Kent State universities through seed money from the Foundation. The project has brought two nationally recognized scholars and researchers to the Cleve­ land area to create an institute which will conduct research into the causes, consequences and remediation of serious behavioral and learning prob­ lems in children and youth; develop teacher training programs for pros­ pective and experienced teachers to be provided by the universities; and develop in-service training for teachers in area school systems. The program offers an unusual example o f coopera­ tion between a private agency and two state universities. In 1980 the Foundation authorized a total o f $1,878,151 for education.

administration at Case Western Reserve University and Cleveland State Univer­ sity. Another grant is enabling local and state government officials to attend short-term courses, ranging from one to three weeks, at Harvard University John F. Kennedy School o f Government. A new activity the Foundation is sup­ porting will enable all o f the commis­ sioners o f the City o f Cleveland, some 40 senior executives in all, to attend courses ranging from one to five days at Case Western Reserve University. The problem o f alcohol and drug abuse among youth, long swept under the school carpeting, is being shaken out for public view by Project CARE, a new program undertaken by the Greater Cleveland School Superintendents Association. A CA RE survey revealed a great disparity in awareness o f the problem, with school youth reporting that an overwhelming percentage of their peers had tried alcohol or drugs while parents believed that only a small minority had. Slide shows and seminars are expanding the knowledge and aware­ ness o f parents, teachers and community agencies. Some school systems have appointed chemical dependency coordi­ nators for their schools and the project is seeking assistance o f physicians, police officials and community service agencies

EDUCATION GRANTS AMERICAN FORUM FOR INTERNATIONAL STUDIES Projects in African studies in Cleveland and Ohio over three y^ars ........................................................ $ 42,990 .........................................................

ANTI-DEFAMATION LEAGUE OF B’NAI B’RITH, OHIO-KENTUCKY REGIONAL OFFICE, Columbus, Ohio Operating support ........................................................ $ 2,500 .........................................................

BALDWIN-WALLACE COLLEGE Implementation of college mission plan (fourth and fifth years) ........................................................ $ 30,000 .........................................................

JOHN CARROLL UNIVERSITY Development of new teaching approaches for nontraditional students .......................................................... $ 12,000 ...........................................................

CASE ALUMNI ASSOCIATION Development of cooperative education program, Case Institute of Technology at Case Western Reserve University (second year) ........................................................ $ 1 3,7 00 *........................................................

26


C AS E W ESTER N RESERVE U N IVE R S ITY Cleveland conference of the Ohio-lndiana American Studies Association ................................................................... $ 3,000 .................................................................... Disadvantaged student program ................................................................... $ 5,000 .................................................................... Facilities improvement project at the Mental Development Center ................................................................... $ 64,000 .................................................................... Pilot videotape of the interdisciplinary series: "Two Worlds" ................................................................... $ 10,000 .................................................................... Renovation and enlargement of Beaumont Hall ................................................................... $ 50,000 .................................................................... Resident scholars from Eastern Europe ................................................................... $ 14,500 .................................................................... Scholarships for executive MBA candidates from nonprofit or governmental agencies in Northeast Ohio ................................................................... $108,550 .................................................................... Study on the governance of government-owned electric utilities ................................................................... $ 14,000 ................................................................... C A T H O L IC D IO C ES E OF C LE VELAN D Elementary schools multicultural exchange program ................................................................... $ 34,832 .................................................................. C LE V E LA N D BO A R D OF ED U C ATIO N Elementary law-related education program (second year) ................................................................... $ 11,335 .................................................................. C LE V E LA N D FO U N D A T IO N RESOURCES Evaluation of grant to Institute for Environmental Education for teacher internship program in energy ................................................................... $ 1,000 .................................................................. Fenn Educational Fund 1981 operating budget ................................................................... $ 21,4 78 *.................................................................. Review and support of Afro-American Cultural and Historical Society ................................................................... $ 5,000 .................................................................. Tuition reimbursement to former Fenn faculty members ................................................................... $ 7 ,7 2 7 *.................................................................. C LE V E LA N D M U S EU M OF N A TU R A L H ISTO R Y Laboratory research on early man over two years ................................................................... $ 25,672 .................................................................. C LE V E LA N D STATE UNIVERSITY Development of remedial reading/writing course within the student development program ................................................................... $ 41,743 .................................................................. Program in gerontological studies over two years ................................................................... $ 68,500 .................................................................. Scholarships for executive MBA candidates from nonprofit or governmental agencies in Northeast Ohio ................................................................... $ 22,500 .................................................................. Summer language stimulation project for preschool children ................................................................... $ 26,000 ................................................................... Women's legal rights workshop ................................................................... $ 1,500 ................................................................... C O U N C IL FOR E D U C A T IO N A L G R O W TH Consultant services ................................................................... $ 1,500 ................................................................... C U Y A H O G A C O M M U N IT Y C O LLE G E Project Search, pre-engineering program for minorities ............................................................... $ 24,800 ................................................................... Study to improve articulation of adult/occupational/vocational education in conjunction with the Cleveland Board of Education .................................. $ 35,000 ...................................................................

27


C U Y A H O G A C O U N T Y B O A R D O F E D U C A T IO N Project CARE, a program to prevent drug abuse in area schools ........................................................................ $ 20,000 .................................................................... D E N IS O N U N IV E R S IT Y G ranville, O hio Operating support ....................................................................... $ 2,000 .................................................................... D Y K E C O L LE G E Facility specifications of educational master plan ....................................................................... $ 22,000 ...................................................................... Strengthen the cooperative education program ....................................................................... $ 1 5,0 00 *...................................................................... G REATER C LE V E LA N D IN T E R C H U R C H C O U N C IL Greater Cleveland Project (fifth year) ....................................................................... $ 75,000 ...................................................................... GREATER C LE V E LA N D N E IG H B O R H O O D C E N T E R S A S S O C IA T IO N WELCOME Leadership Institute ....................................................................... $ 30,000 ...................................................................... HARVARD UNIVERSITY, JO H N F. K E N N E D Y S C H O O L OF G O V ER N M E N T, C am bridge, M as s a c h u se tts Management training for state and local government officials from Cuyahoga County and Northeast Ohio over two years ....................................................................... $ 9,720 ...................................................................... H U M A N E S O C IE T Y OF H A N C O C K C O U N TY , Findlay, O hio Education program for prevention of cruelty to animals ...................................................................... $ 1,244 ..................................................................... IN S TITU TE FOR E N V IR O N M E N TA L E D U C A T IO N Teacher internship program in energy over two years ...................................................................... $ 63,000 ..................................................................... LAKE ERIE C O LLEG E, Painesville, O hio Harriet B. Storrs Lectures ...................................................................... $ 3,000 ..................................................................... LAW S TU D EN TS CIVIL R IG H TS RESEARCH C O U N C IL A tlanta, G e orgia Cleveland area summer internship program (third, fourth and fifth years) ...................................................................... $ 30,000 ....................................................................... M O R LE Y LIBRARY, Painesville, O h io Operating support ...................................................................... $ 1,000 ....................................................................... TH E N A T IO N A L IT A LIA N -A M E R IC A N F O U N D A T IO N , W ashington, D.C. Cleveland mini-conference on Italian-Americans ....................................................................... $ 4,000 ....................................................................... O H IO FOLKLIFE, C olum bus, O hio Editorial and indexing assistance on the "Ethnic Finding List� ...................................................................... $ 2,000 ....................................................................... POSITIVE E D U C A T IO N P R O G RA M Institute on research and teacher training in the area of emotionally disturbed children over two years ...................................................................... $ 82,846 ....................................................................... TH E S T U D E N T C O N SE RV ATIO N AS S O C IA TIO N , INC., C harleston, N e w H am psh ire Cleveland inner-city youth project in Cuyahoga Valley National Recreation Area ..................................................................... $ 5,000 ....................................................................... U N ITE D N EG R O C O LLE G E FUND, INC. General support for predominantly black institutions of higher learning ..................................................................... $ 6,000 .......................................................................

28


... . T HE C O L L E G E O F W O O STE R , W o o ster O hio Wooster-Cleveland Academ ic Enrichment Program (second year) ................................................ $ 8,500 ...................................... W O RK, INC. Supportive work experiences tor handicapped students ................................................ $ 39,000 .....................

TOTAL EDUCATION GRANTS - UNDESIGNATED ................................................ $ 1 , 1 1 8 ,1 3 7 ...................................................

(Following recipients and programs designated by donor) A S H L A N D C O LLEG E, Ashland, Ohio General support .............................................................................. $ 4,070 ........................................................................... B A LD W IN -W A L LA C E C O LLE G E General support .............................................................................. $ 26,025 ........................................................................... C ASE W ESTERN RESERVE UN IVERSITY General support .............................................................................. $ 6,887 ........................................................................... General support for Adelbert College .............................................................................. $ 4,502 ........................................................................... General support for Franklin Thomas Backus Law School .............................................................................. $ 3,790 ........................................................................... General support for the Graduate School .............................................................................. $126,023 ................................. Reference books for School of Library Science .............................................................................. $ 99 .............................................................................. Support of field biological station at Squire Valleevue Farm in the Department of Bioloav .............................................................................. $ 22,057 ............................................................ ............. Support of social research at School of Applied Social Sciences .............................................................................. $ 723 ............................................................................. C LE V E L A N D L U T H E R A N H IG H S C H O O L AS S O C IA T IO N General support ............................................................................. $ 1,476 ............................................................................. E D U C A T IO N A L TELEV ISIO N A S S O C IA T IO N OF M ETR O PO LITAN CLEVELAN D, WVIZ-TV General support ............................................................................ $ 179 ............................................................................. H AW KEN S C H O O L General support ............................................................................ $ 712 ............................................................................. TH E H ILL SC H O O L, Pottstown, P ennsylvania General support ................... ........................................................ $ 179 ............................................................................. H ILLS D A LE C O LLEG E, Hillsdale, M ichigan General support ............................................................................ $ 11,214 ............................................................................. K E N Y O N C O LLEG E, G am bier, O hio General support ............................................................................ $ 6,887 ............................................................................ LAKE ERIE C O LLEG E, Painesville, O hio General support .......................................................................... $ 496 ........................................................................

29


D A N IE L E. M O R G A N S C H O O L Book awards to children ............................................................. $ 207 .............................................................. O H IO W E S LE Y A N U N IV E R S IT Y D ela w a re, O h io General support ............................................................. $ 1,915 .............................................................. T H E PINEY W O O D S C O U N T R Y LIFE S C H O O L , P iney W oods, M ississip p i General support ............................................................. $ 6,416 .............................................................. PR IN C E T O N UNIVERSITY, P rinceton, N e w J e rs e y General support ............................................................. $ 179 .............................................................. SM ITH C O LLE G E , N orth a m p to n , M a s s a c h u s e tts General support ............................................................ $ 57,877 ............................................................. U N IT E D NEG R O C O L LE G E FUND, INC. General support ............................................................ $ 6,416 ............................................................. U N IVE RS ITY S C H O O L General support ............................................................ $ 180 ............................................................. T O T A L E D U C A T IO N G R A N T S - D E S IG N A T E D .......................................................... $ 288,509 ...........................................................

TOTAL EDUCATION GRANTS - DESIGNATED AND UNDESIGNATED ....................................................................... $ 1 ,406,646 .........................................................................

SCHOLARSHIPS A BETTER CHANCE, INC., Boston, Massachusetts Scholarship assistance for Cleveland area minority and disadvantaged students attending independent secondary schools

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

$ 12,000 .....................................

BALDWIN-WALLACE COLLEGE Scholarship support .................................................... $ 15,000 ..................................................... Special honorary scholarships of the Fenn Educational Fund .................................................... $ 3 ,6 0 0 *.....................................................

BEREA AREA MONTESSORI ASSOCIATION Scholarship support .................................................... $ 1,253 .....................................................

JOHN CARROLL UNIVERSITY Promotion and development of a new program in cooperative education in chemistry undergraduate curriculum .................................................... $ 10,000*..................................................... Scholarship support .................................................... $ 15,000 .................................................... Special honorary scholarships of the Fenn Educational Fund .................................................... $ 3 ,8 0 0 *....................................................

30


C A S E A L U M N I A S S O C IA T IO N S C H O L A R S H IP C O M M IT T E E Special honorary scholarships of the Fenn Educational Fund ........................................................... $ 7 ,4 0 0 *.......................................................... Charles J. Stillwell scholarships at Case Institute of Technology ........................................................... $ 3 ,6 0 0 *.......................................................... C AS E W E STER N RESERVE U N IVE R S ITY Fenn co-op scholarships ........................................................... $ 7 ,2 0 0 *.......................................................... Scholarship support ........................................................... $ 14,000 .......................................................... C L E V E L A N D A R E A C IT IZ E N S LE A G U E FOR N U R S IN G Fenn co-op scholarships ........................................................... $ 8 ,0 0 0 *.......................................................... C LE V E L A N D S C H O L A R S H IP PR O G R A M S , INC. General support ........................................................... $ 1,400 .......................................................... C LE V E LA N D STATE UNIVERSITY Scholarship support ........................................................... $ 32,500 .......................................................... Special honorary scholarships of the Fenn Educational Fund ........................................................... $ 10,400*.......................................................... C U Y A H O G A C O M M U N IT Y C O LLE G E Nelson G. Peck Memorial Scholarship Award ........................................................... $ 3 0 0 *.......................................................... Scholarship support ........................................................... $ 5,000 .......................................................... D YK E C O LLE G E Scholarship support ........................................................... $ 6,000 .......................................................... F A IR M O U N T M O N TE SS O R I AS S O C IA TIO N Scholarships at Ruffing Montessori School (east) ........................................................... $ 1,253 .......................................................... T H E H U D S O N M O N TE SS O R I A S S O C IA TIO N , Hudson, O hio Scholarship support ........................................................... $ 1,253 .......................................................... LAKE ERIE C O LLEG E, Painesville, O hio Scholarships for Painesville and Painesville Township students at Lake Erie College, Garfield Senior College and other colleges ........................................................... $ 35,000 .......................................................... M O N TE S S O R I SP EC IA L E D U C A T IO N S C H O O L OF CLEVELAN D, INC. Scholarship support ........................................................... $ 1,253 .......................................................... N O TR E D AM E C O LLE G E OF O H IO Fenn co-op scholarships ........................................................... $ 7 ,0 0 0 *.......................................................... RUFFING M O N TE SS O R I S C H O O L Scholarship support ......................................................... $ 1,253 .......................................................... W E S TS H O R E M O N TE SS O R I AS S O C IA TIO N Scholarship support ......................................................... $ 1,253 .......................................................... T O T A L S C H O L A R S H IP G R A N T S - U N D E S IG N A T E D ......................................................... $204,718 ..........................................................

3i


(Following recipients and programs designated by donor) A S H L A N D C O L LE G E , A sh la n d , O hio The Hazel Myers Spreng Scholarship ................................................................. $ 3,256 .................................................................. AVO N LAKE U N IT E D C H U R C H O F C H R IS T Scholarships for Christian work ................................................................. $ 2,160 .................................................................. B A L D W IN -W A L L A C E C O L LE G E The Hazel Myers Spreng Scholarship ................................................................. $ 3,256 .................................................................. C A P IT A L UNIVERSITY, C olu m b us, O hio The Frederick R. and Bertha Sprecht Mautz Scholarship Fund ................................................................. $ 2,839 .................................................................. JO H N C A R R O LL U N IV E R S ITY James J. Doyle Scholarship ................................................................. $ 1,559 .................................................................. CASE W ESTERN RESERVE U N IV E R S ITY Aloy Memorial Scholarship Fund for women ................................................................ $ 963 .................................................................. For a student of Flora Stone Mather College in foreign study ................................................................ $ 2,152 ................................................................. Harriet Fairfield Coit and William Henry Coit Scholarships at Flora Stone Mather College ................ ................................................. $ 1,173 ................................................................... The Hazel Myers Spreng Scholarship .................................................................. $ 3,256 ................................................................... Oglebay Fellowship Program in the School of Medicine .................................................................. $ 66,170 ................................................................... Scholarships in aerospace or computers .................................................................. $ 80 ................................................................... Scholarships in Franklin Thomas Backus Law School .................................................................. $ 7,066 ................................................................... William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships .................................................................. $ 14,272 ................................................................... INEZ A N D H AR R Y C LE M E N T AW ARD Cleveland Public Schools annual superintendent’s award ................................................................ $ 800 ................................................................... TH E C LE VELAN D IN S TITU TE OF A R T Caroline E. Coit Fund Scholarships ................................................................ $ 1,258 ................................................................... TH E C LE VELAN D M U S IC S C H O O L S E T TLE M E N T The Nellie E. Hinds Memorial Scholarships ................................................................ $ 4,000 ................................................................... HAR RY C O U L B Y SC H O LA R S H IP For Pickands Mather employees' children ................................................................ $ 75,000 ................................................................... D A R T M O U T H C O LLEG E, Hanover, N e w H am psh ire The John Marshall Raible and David Gardner Raible Scholarship Fund ................................................................ $ 14,602 ................................................................... H AW KEN S C H O O L The John Marshall Raible and David Gardner Raible Scholarship Fund ................................................................ $ 2,951 ................................................................... H ILLS D A LE C O LLEG E, Hillsdale, M ichigan The John C. McLean Scholarships to deserving students ................................................................ $ 11,214 ...................................................................

32


M A C M U R R A Y C O LLE G E , Ja ckson ville, Illinois The George and Edith Featherstone Memorial Fund Scholarships ......................................................... $ 2,160 ........................................................ N O R T H C E N T R A L C O LLE G E , N aperville, Illinois The Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. Spreng ......................................................... $ 3,256 ........................................................ O H IO W ESLEYAN U N IV E R S ITY D elaware, O hio The Hazel Myers Spreng Scholarship ......................................................... $ 3,256 ........................................................ P U R D U E UNIVERSITY, Lafayette, Indiana The John C. McLean Scholarships in engineering ......................................................... $ 28,029 ........................................................ TH E M IR IA M KERRUISH STAGE S C H O LA R S H IP For Shaker Heights High School graduates ......................................................... $ 7,200 ........................................................ A D A G A TE S STEVENS SC H O LA R S H IP For Elyria, Ohio High School graduates ......................................................... $ 2,500 ........................................................ U N IVE RS ITY S C H O O L The John Marshall Raible and David Gardner Raible Scholarship Fund ......................................................... $ 800 ........................................................ U R SU LIN E C O LLE G E Lillian Herron Doyle Scholarships ......................................................... $ 1,559 ........................................................ T O T A L S C H O L A R S H IP G R A N T S - D E S IG N A T E D ....................................................... $ 266,787 ......................................................

TOTAL SCHOLARSHIP GRANTS - DESIGNATED AND UNDESIGNATED ..........................................................................

$

471,505 ..........................................................................

TOTAL EDUCATION GRANTS EDUCATION PROGRAMS AND SCHOLARSHIPS COMBINED ............................................................................................$ 1 ,878,151 .............................................................. ‘ Grants recom m ended by the Fenn Educational Fund Executive Board.

33



The internationally re nowned Cleveland Clinic received its first major grant firomThe Cleveland Foundation in 1980: $450,000 for clinical can­ cer research. The grant will aid the clinic in the testing o f new anticancer drugs and the use o f laboratory work to help determine how well patients with various types o f cancer will respond to particular chemotherapeutic agents and newer forms o f radiation. The research will take advantage o f space-age technol­ ogy by using the unique neutron acceler­ ator at the N A SA installation in Cleve­ land, the only such accelerator in the country which uses both vertical and horizontal beams. The project could lead to new combinations o f therapy and, in the view o f clinic officials, result in levels o f cancer treatment found at only two or three centers in the world.

It is noteworthy that The Cleveland Foundation usually does not support scien­ tific research but in this case found an extremely promising ave­ nue for income from several Founda­ tion funds which were earmarked by their donors for cancer or medical research. The grant also provides an exceptional opportunity to recognize the value o f the Cleveland Clinic, an out­ standing tertiary care facility with special distinction in cardiovascular, hyperten­ sion and transplant work, to the quality o f health care in this region and the viability of health care as a major industry in our economy. The grant will support staff, equip­ ment and supplies over three years. Foundation-related support was raised to half a million dollars with a grant o f $50,000 from The Sherwick Fund, a

35


or hospital care. The Hospice Council serves as the planner and coordinator for five agencies which are sending professionals and volunteers into homes to assist patients and their families in a variety o f ways. A unique feature o f the Northern Ohio program is that Blue Cross is financing the service on an experimental basis for its clients. The Cleveland Foundation, which earlier funded planning for the program, in 1980 granted $225,000 over three years toward implementation. The physical, medical, psychiatric, social work and rehabilitation needs of elderly persons are being ascertained through a geriatric assessment program operated by the family medicine depart­ ment o f University Hospitals. The pro­ gram is centered in the Abington Arms senior citizens home within University Circle. After the assessment, the elderly are referred to appropriate services within the community aimed at keeping them at home and out o f nursing care facilities. The provision o f ambulatory care in low-income neighborhoods o f Cleveland also continued to be a priority concern. Grants were made toward the opening o f an ambulatory care center in the Clark-Fulton area, renovation o f a new location for the H ough/N orw ood/ Glenville Community Health Center and improved management at the Kenneth W. Clement Center serving the Fairfax District.

supporting organization o f The Cleve­ land Foundation. In addition, the Cleve­ land Clinic has committed $844,000 to the project from its own resources. The research strengths o f Cleveland Clinic and o f Case Western Reserve University through its affiliate hospitals and its professional schools o f medicine and engineering hold the potential for the development of new biomedical in­ dustries in Cleveland. Support was given for the Greater Cleveland Growth Association to engage a staff member to explore ways in which products developed through such research can be manufactured commercially by new or existing industries here. As the Distribution Committee authorized $2,791,163 for health grants in 1980, it continued its interest in fos­ tering the goals o f quality health care for all regardless o f financial means while striving to contain runaway health care costs. These goals were pursued in two grants involving one of society’s most neglected groups medically—the aged —through support o f the relatively new hospice care program and a new geriatric assessment project. The Hospice Council o f Northern Ohio is helping persons dying from irreversible disease, especially elderly dying of cancer, spend their waning days and months in their own homes amid their families. This is seen as improving the quality o f life that remains while stemming the high cost o f nursing home

HEALTH GRANTS AMERICAN HEART ASSOCIATION, NORTHEAST OHIO AFFILIATE, INC. Employment of a minority involvement specialist to coordinate and develop a demonstration inner-city awareness project ............................................................ $ 15,000 .............................................................

BRENTWOOD HOSPITAL Cardiac rehabilitation program over eighteen months .......................................................... $ 25,000 .............................................................

ELIZA BRYANT CENTER Nursing care facility planning .......................................................... $ 95,000 .............................................................

36


C AS E W E STER N RESERVE U N IVE R S ITY Anthropological study of health care utilization in Cleveland’s near west side at Western Reserve College

................................................................. $ 20,176 .................................................................. Circuit Rider Librarian program for the Basic Science Departments at the School of Medicine over three years

................................................................. $ 56,875 ................................................................. Continuation of study of handicapped children and their families at the School of Medicine over three years

................................................................. $ 10,000 ................................................................. Programs of research and training in parasitic diseases in the Division of Geographic Medicine at the School of Medicine over five years

................................................................. $100,000 ................................................................. Research on effects of parental management of children's sleep at the School of Medicine over fifteen months

................................................................. $ 11,256 ................................................................. Research and related activities in Community Dental Medicine at the School of Dental Medicine

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

$ 21,690 .................................................................

Symposium on “ Depression in the Elderly: Causes, Care and Consequences” at the Center on Aging and Health

................................................................ $ 12,665 ................................................................. C E N T R A L S C H O O L OF P R A C T IC A L NURSIN G , INC. Home nursing program (fourth year)

................................................................. $ 15,000 ................................................................. C LE V E LA N D C LIN IC FO U N D A TIO N Cancer research over three years

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

$450,000 .................................................................

C LE V E LA N D D E V E LO P M E N T F O U N D A TIO N Program to develop Cleveland as a health/medical and high technology center (second year)

................................................................. $ 36,000 ................................................................. C LE V E LA N D F O U N D A T IO N RESOURCES Development of management and financial plan to establish ambulatory neighborhood health care center in Clark-Fulton area

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

$ 25,000 ................................................................

Evaluation of grant to Cleveland Clinic Foundation for cancer research

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

$

6,000 ................................................................

Evaluation of grant to Glenville Health Association for a study of the treatment of hypertension in black women

................................................................... $ 1,000 ................................................................ Evaluation of grant to Hospice Council of Northern Ohio for hospice care for aged patients

................................................................. $ 2,500 ................................................................ Evaluation of grant to University Hospitals of Cleveland and Case Western Reserve University for the Geriatric Assessment Unit

................................................................. $

3,000 ................................................................

Evaluation of operating financial plan and other aspects of Eliza Bryant Center facility planning

................................................................. $

5,000 ................................................................

Expenses related to Cleveland Foundation policy on human research and experimentation

................................................................. $ 10,000 ................................................................ Site review of grant to University Hospitals for post-doctoral fellowship and further planning in critical care

................................................................. $

3,000 ................................................................

C LE V E L A N D HEALTH E D U C A T IO N M US EU M Dental health education program over two years

................................................................. $ 30,000 ................................................................ C LE V E L A N D N E IG H B O R H O O D HEALTH SERVICES Facilities renovation of the H ough/N orw ood/G lenville Community Health Center

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

$ 10,000 ................................................................

37


C O M M U N IT Y A C T IO N C O M M IS S IO N , Findlay, O h io C ancer screening program for econom ically disadvantaged women

................................................................. $

4,000 ..................................................................

C U Y A H O G A C O U N T Y H O S P IT A L F O U N D A T IO N , INC. Management analysis at the Kenneth W. Clement Center for ambulatory health care

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

$ 65,000 ..................................................................

Study of the attitudes, knowledge, and behavior of Cleveland area physicians concerning sexual abuse of children and adolescents (second year)

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

$ 15,413 ..................................................................

T H E C U Y A H O G A C O U N T Y M E D IC A L F O U N D A T IO N Conference on marijuana abuse

................................................................ $

5,000 ...................................................................

G LE N V ILLE HEALTH A S S O C IA T IO N Building renovation and rehabilitation and equipment replacement

.................................................................. $ 34,000 ................................................................. Study of the treatment of hypertension in black women

.................................................................. $ 35,000 ................................................................. H O SPICE C O U N C IL FOR N O R T H E R N O H IO Hospice care for aged patients (third, fourth and fifth year)

.................................................................. $225,000 ................................................................... L U TH E R A N M E D IC A L C EN TER Telephone emergency medical alarm system for low-income elderly living at home

.................................................................. $ 44,250 ................................................................... M ETR O PO LITAN HEALTH P LA N N IN G C O R P O R A T IO N Development program for professional staff over two years

.................................................................. $

8,250 ...................................................................

THE MT. SINAI H O SP ITAL OF C LE V E LA N D Halle Chair of Medicine over two years

.................................................................. $ 82,000 ................................................................... N E IG H B O R H O O D HEALTH CARE, INC. Establishment of nonprofit ambulatory neighborhood health care center in the Clark-Fulton area

................................................................. $

5,000 ...................................................................

N O R THE R N O H IO LU N G A S S O C IA TIO N Program to teach self-help skills and self-control techniques to children who suffer from asthma over two years

................................................................. $ 27,000 ................................................................... PLAN N ED PA R E N TH O O D OF G REATER C LE V E LA N D , IN C Organization’s internal assessment and planning project

................................................................. $ 15,000 ................................................................... U NIVERSITY H O SPITALS OF C LE V E LA N D Post-doctoral fellowship and further planning in critical care

................................................................. $ 50,000 ................................................................... Geriatric assessment unit program by the Department of Family Medicine in conjunction with Case Western Reserve University over five years

................................................................. $159,906 ................................................................... Program to increase parenting skills

................................................................. $

6,500 ...................................................................

T O T A L H E A L T H G R A N T S - U N D E S IG N A T E D

................................................................. $1,752,231 ...................................................................

38


(Following recipients and program s designated by donor) A M E R IC A N C A N C E R SO CIETY, C u y a h o g a C o u n ty Unit General support ............................................................. $ 59,050 ............................................................ Research or any other purpose ............................................................. $ 12,263 ............................................................ A M E R IC A N H E A R T A S S O C IA T IO N , N O R T H E A S T O H IO AFFILIATE, IN C General support ............................................................. $ 59,050 ............................................................ Research or any other purpose ............................................................. $ 12,263 ............................................................ A R T H R IT IS F O U N D A T IO N , N orth ea ste rn O hio C hapter General support ............................................................. $ 1,476 ............................................................ BE LLEV UE HOSPITAL, Bellevue, O hio General support ............................................................. $ 3,131 ............................................................ C ASE W ESTER N RESERVE U N IVE R S ITY for th e S chool of M edicine Cancer research ............................................................. $ 14,476 ............................................................ Medical research and general support ............................................................. $ 62,899 ............................................................ Outpatient clinic for dispensary ............................................................. $ 36,092 ............................................................ Research in diseases of the eye ............................................................. $ 28,543 ............................................................ C LE V E LA N D C LIN IC Research in diseases of the eye ............................................................. $ 14,272 ............................................................ C LE V E LA N D C LIN IC FO U N D A TIO N General support ............................................................. $ 1,174 ............................................................ C LE V E LA N D HEALTH E D U C A T IO N M USEUM General support ............................................................. $ 2,162 ............................................................ C U Y A H O G A C O U N T Y H O SP ITAL FO U N D A TIO N , INC. Cleveland Metropolitan General Hospital Nurse Award ............................................................. $ 743 ............................................................ General support ............................................................. $ 2,219 ............................................................ D E A C O N E S S H O SP ITAL OF C LE VELAN D General support ............................................................. $ 2,219 ............................................................ T H E D E A C O N E S S S O C IE T Y General support of Deaconess Hospital ............................................................. $ 2,109 ............................................................ ELYRIA M E M O R IA L HO SPITAL William H. Gates bed ............................................................. $ 1,300 ............................................................

39


FAIRVIEW G E N E R A L H O S P IT A L Christiana Perren Soyer bed .......................................... $ 809 ........................................... ..........................................

Equipment $ 51,331 ..........................................

General support .......................................... $ 8,366 ........................................... G R A C E H O S P IT A L Equipment .......................................... $ 25,665 ........................................... HEALTH H ILL H O S P IT A L FOR C H ILD R E N General support .......................................... $ 2,219 ........................................... H IG H L A N D VIEW H O S P ITA L Employee's Christmas fund .......................................... $ 828 .......................................... H U R O N R O A D H O S P IT A L General support .......................................... $ 7,013 .......................................... JEW ISH C O M M U N IT Y FED ER A TIO N O F C LE V E L A N D Research or any other purpose .......................................... $ 12,263 .......................................... L A K E W O O D H O SP ITAL General support ......................................... $ 2,109 .......................................... L A K E W O O D H O SP ITAL F O U N D A T IO N , INC. General support ......................................... $ 33,620 .......................................... LU T H E R A N M E D IC A L C EN TER Conference travel ......................................... $ 345 .......................................... .........................................

Nurse award $ 2,391 ..........................................

LU TH ER AN M E D IC A L C EN TER F O U N D A T IO N General support ......................................... $ 22,417 .......................................... N O R THE R N O H IO LU N G A S S O C IA TIO N General support ......................................... $ 1,403 ............................................ R A IN B O W BA BIE S & C H ILD R E N S H O S P IT A L Equipment or supplies ......................................... $ 1,173 ............................................ General support ......................................... $ 2,219 .......................................... SA IN T A N N F O U N D A T IO N General support ......................................... $ 2,219 ............................................ S A IN T JO H N H O SP ITAL General support ......................................... $ 10,643 ............................................

40


ST. V IN C E N T C H A R IT Y H O SP ITAL Aid for alcoholics and indigent sick

................................................... $

965 ...................................................

Elizabeth Boersig Soyer bed

................................................... $

809 ...................................................

General support

................................................... $

4,815 ...................................................

S A M A R IT A N HOSPITAL, Ashland, O hio Memorial room maintained in memory of Mr. and Mrs. A N Myers

................................................... $

8,140 ...................................................

SH R IN ER S H O SP ITALS FOR C R IPPLED C H ILD R EN , C hicago, Illinois General support

................................................... $

6,416 ...................................................

U N IV E R S ITY H O SP ITALS OF C LE V E LA N D Conference travel

................................................... $

2,172 ...................................................

General support

................................................... $

9,630 ...................................................

General support for Lakeside Hospital

................................................... $445,725 ................................................... General support for the maternity hospital

................................................... $

5,735 ..................................................

Henry L. Sanford Memorial bed

................................................... $

1,173 ...................................................

Urological or vascular research

................................................... $ 50,878 ................................................... T O T A L H E A L T H G R A N T S - D E S IG N A T E D

................................................... $1,038,932 ...................................................

TOTAL HEALTH GRANTS - DESIGNATED AND UNDESIGNATED ....................................................................$ 2 ,791,163 ...................................................................

4i



The role o f The Cleve­ land Foundation in the social services, apart from designated funds, has been to enable existing agencies to experi­ ment with new and improved meas ures in response to human needs and to foster new agencies when the circum­ stances indicate this to be a desirable course. In 1980 the Foundation author­ ized $3,151,003 for social services including assistance to a number of agencies which work with families in coping with special needs and the variety o f lifestyles that exist today. The United Cerebral Palsy Associa­ tion was granted $80,000 over three years for a new Family Learning Center where parents, brothers and sisters, grandparents and other family members learn through doing how to help severe­ ly, multiply handicapped children,

first watching profes­ sionals work with the chil­ dren and then trying the activ­ ities themselves. Family mem­ bers also participate in small group discussions where they share their problems and frustrations with one another with the assistance of a counsel­ or. The Foundation grant also enabled employment of staff at night so that fathers and other working family mem­ bers could participate. In an effort to curb child abuse, specially trained homemakers are being sent by the Center for Human Services right into the homes of parents identified by county welfare as potential or actual child abusers. The homemakers provide everything from information on nutri­ tion to demonstrations as to how to break up squabbles among children with­ out resorting to physical abuse. A second

43


New Generation which developed an impressive and comprehensive newslet­ ter to help new parents develop parent­ ing skills has been virtually a one-donor crusade since its founding in 1974. In 1980 The Cleveland Foundation helped assure continued life for this effort by funding the project’s merger into the Family Health Association, an agency which for 60 years has sought to enhance personal and family life through group teaching that is designed to nurture emotional maturity, responsible behavior and positive relationships. Continuing its long interest in improv­ ing the criminal justice system, in 1980 The Cleveland Foundation provided funds for a small group o f Near West Side youth service professionals and community leaders which enabled them to design a new model for neighbor­ hood juvenile justice programming. Six months later Foundation funds of $175,000, supplemented by additional grants from the George Gund Founda­ tion and the German Marshall Fund, were made available over a two-year period to create a demonstration project on Cleveland’s Near West Side which will establish volunteer hearing panels to which neighborhood agencies, block clubs, police and the Juvenile Court can refer children in trouble. A grant of $90,000 over three years was made to the new Greater Cleveland Community Foodbank for operating and capital expenditures. The Foodbank receives gifts o f surplus food from bakeries, canneries, frozen food pro­ cessors, meat packers, grocery distri­ butors and supermarkets. Since its crea­ tion a little over a year ago, the Foodbank has distributed more than one mil­ lion pounds of food to thousands of the area’s needy through such institutions as homes for retarded children, halfway houses for alcoholics, homes for the mentally ill as well as to the individual poor and elderly.

year grant made in 1980 raised Cleve­ land Foundation support to $138,034 over two years and saw a promising idea transformed from a shaky start into successful results. Another private agency/welfare department joint venture funded in 1980 is a special education program provided by Cuyahoga Community Col­ lege for foster parents who take children with severe emotional or behavioral problems into their homes. The effort strives to stem the past pattern o f shift­ ing such children from one foster home to another. Bellefaire, a nationally recognized regional treatment center for emotionally disturbed children, received $10,000 from the Foundation to help develop a research department whose primary goal is to improve the quality o f ser­ vice through generating new knowledge, utilizing that knowledge for policy and planning related to children’s needs and promoting the integration of research and clinical child care services. The Adoption Listing Service helps find adoptive homes for children who are hard to place because they are minorities or bi-racial, have mental, emotional or physical disabilities or are simply too old to appeal to most prospective parents. The service pub­ lishes a loose-leaf notebook showing pictures and brief descriptions of some of the 2,000 children throughout Ohio who are listed for adoption. It is esti­ mated there are 7,000 more such chil­ dren who have not been listed. The Adoption Listing Service has been run by volunteers since it was created in 1972 and has been supported annually by The Cleveland Foundation since 1976. The 1980 grant supported the opening of an office and the employment of a coordinator as the organization attempts to secure permanent funding from the Ohio Department of Public Welfare.

44


SOCIAL SERVICES GRANTS A D O P T IO N LIS T IN G SER VIC E O F O H IO Establishment of an office and full-time staff ............................................................. $ 21,200 ................................................................ A M A S A S TO N E H O U SE Operating support ............................................................. $ 20,000 ................................................................ A M E R IC A N RED CROSS, GREATER C LE V E LA N D CH APTER Disaster emergency support ............................................................. $ 15,000 ................................................................ Expansion of training capabilities - New Directions over two years ............................................................. $ 50,000 ................................................................ A R K A N S A S C O M M U N IT Y FO U N D A TIO N , Little Rock, A rka nsa s Foundation/Public Sector conference "Building a New Partnership: Aging” ............................................................. $ 2,628 ................................................................ TH E A R T S TU D IO , H IG H L A N D VIEW HO SPITAL Establishment of an art therapy program at East 55th and Broadway in affiliation with Cleveland Music School Settlement ............................................................. $ 17,225 ................................................................ BELLEFAIRE Plan for a research department over eighteen months ............................................................. $ 10,000 ................................................................ TH E C A N C E R P R O JE C T INC. Information and training program for Inner City Renewal Society ministers and lay volunteers in managing stress of serious illness ............................................................. $ 21,560 .............................................................. C AS E W ESTERN RESERVE UNIVERSITY Training program for county welfare department employees (second year) ............................................................... $ 12,498 .............................................................. C A T H O L IC S O C IA L SERVICES OF C U Y A H O G A C O U N T Y Support services for the retraining of Indochinese refugees with health care skills ............................................................... $ 17,920 .............................................................. C EN TER FOR H U M A N SERVICES Parent aide project to help prevent child abuse (second year) ............................................................... $ 76,628 .............................................................. C H R IS T IA N R ES ID EN C Y F O U N D A TIO N FU ND Resident subsidy and social work activities for the elderly at Wade Park Manor over five years ............................................................... $100,000 .............................................................. C IT Y OF C LE VELAN D Three programs - Mayor’s Commission on Aging: home maintenance, research-resource archives, and Care-Ring telephone program ............................................................... $ 8,260 ............................................................... C LE V E L A N D C O N S U M E R A C T IO N FO U N D A TIO N , INC. Consumer information projects over nineteen months ............................................................... $ 30,240 .............................................................. C LE V E LA N D F O U N D A T IO N RESOURCES Evaluation of grant to the Institute for Child Advocacy ............................................................... $ 6,000 ............................................................... C LE V E L A N D H E A R IN G A N D SPEECH CEN TER Assistance in development of long-range planning process ............................................................. $ 5,000 ...............................................................

45


C LE V E L A N D IN T E R N A T IO N A L P R O G R A M FOR Y O U T H LEAD ER S A N D S O C IA L W O R K ER S, INC. Expansion of CIP program over tw enty-one months ............................................................................. $ 24,929 ........................................................................... C LE V E LA N D P R O G R A M FOR S E X U A L L E A R N IN G Operating support (third and fourth year) ............................................................................. $145,000 ........................................................................... TH E C LE V E LA N D S O C IE T Y FOR T H E B L IN D Operating support ............................................................................. $ 20,000 ............................................................................ Staff training to serve elderly visually impaired individuals over three years ............................................................................. $ 52,884 ............................................................................ C O L L IN W O O D C O M M U N IT Y SERVICES C EN TER Purchase and remodel child care center ............................................................................. $ 32,000 ............................................................................ C O M M IS S IO N O N C A T H O L IC C O M M U N IT Y A C T IO N Emergency shelter coalition study ............................................................................. $ 2,500 ............................................................................ C O M M U N IT Y G U ID A N C E A N D H U M A N SERVICES M E N T A L H EALTH C E N TE R Local match for construction of multipurpose outpatient clinic ............................................................................. $ 25,000 ............................................................................ Planning and implementation of a values clarification program in selected elementary schools ............................................................................. $ 74,005 ............................................................................ C O U N C IL FOR E C O N O M IC O P P O R T U N ITIE S Establishment of Central Area drop-in center for youth over eighteen months ............................................................................. $ 40,000 ............................................................................ C R IM IN A L JU S TIC E P U B LIC IN F O R M A TIO N C EN TER Planning of a Near West Side Youth Services project ............................................................................ $ 7,000 ............................................................................ C U Y A H O G A C O M M U N IT Y C O LLE G E Foster parent education program ............................................................................ $ 19,069 .............................................................................. C U Y A H O G A C O U N T Y BO AR D OF C O M M IS S IO N E R S Summer youth activities ............................................................................ $ 75,000 .............................................................................. Youth services coordinating council training program for juvenile justice projects ............................................................................ $ 13,940 .............................................................................. C U Y A H O G A C O U N T Y W ELFARE D E P A R TM E N T Crippled and handicapped children’s fund ............................................................................ $ 7,500 .............................................................................. “ Give-A-Christmas" program ............................................................................ $ 3,000 .............................................................................. E D U C A TIO N A L TELEVISIO N A S S O C IA TIO N O F M E T R O P O LIT A N C LE V E LA N D , W VIZ-TV Assistance with production and advertising of television program on deinstitutionalization .......................................................................... $ 5,000 .............................................................................. EPILEPSY F O U N D A TIO N OF AM ER IC A , N O R T H E A S T O H IO C H A P TE R Support of satellite office in Lorain County .......................................................................... $ 3,500 .............................................................................. FAMILY HEALTH A S S O C IA T IO N IN C O R PO R A TE D Merger of Family Health Association and New Generation over three years .......................................................................... $ 59,708 .............................................................................. FEDERATION FOR C O M M U N IT Y P LA N N IN G Frail and impaired life support systems project .......................................................................... $ 55,000 ...........................................................................

46


Parent resource project ......................................................... $ 10,155 ........................................................ Support for executive assistant over two years ......................................................... $ 40,000 ........................................................ Support services for families of the mentally ill ......................................................... $ 10,000 ........................................................

GEAUGA ALLIANCE, Chardon, Ohio Operating support (second year) ......................................................... $ 20,000 ........................................................

THE GOLDEN AGE CENTERS OF GREATER CLEVELAND, INC Purchase of wheelchairs ......................................................... $ 1,850 ........................................................

GREATER CLEVELAND COMMUNITY FOODBANK Start-up funds for foodbank over three years ......................................................... $ 90,000 ........................................................

GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION Matching funds for the Administration on Aging grant for renovating the Harvard Multi-Purpose Senior Center ......................................................... $ 4,500 ........................................................ Residential housing program at Murtis H. Taylor Multi-Services Center ......................................................... $ 69,503 ........................................................ Sponsorship of the annual forum of the National Conference on Social Welfare in Cleveland

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

$

5,000 ...................................................................

H A N C O C K C O U N T Y A L C O H O LIS M C O U N C IL, Findlay, Ohio Social services needs assessment survey over two years

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

$

1,000 ...................................................................

H AR AM BE E: SERVICES T O B LA C K FAMILIES Recruitment of black adoptive families

.................................................................. $ 38,630 ................................................................... H IT C H C O C K H O USE Operatinq support for a halfway house for women alcoholics (third year)

.................................................................. $ 22,000 ................................................................... IN S T IT U T E FOR C H ILD A D V O C A C Y Child advocacy program (fourth and fifth year)

.................................................................. $140,000 ................................................................... K E N T STATE U N IVE R S ITY FO U N D A TIO N , Kent, O hio Alcohol and drug abuse information and referral program for hearing-impaired

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

$

6,672 ...................................................................

LAKE ERIE G IR L S C O U T C O U N C IL Renovation and repair of two dams at Camp Crowell-Hilaka

................................................................... $ 10,000 .................................................................. LO R A IN C O U N T Y FED ER ATIO N FOR H U M A N SERVICES, INC., Elyria, O hio Operating support (fourth year)

................................................................... $ 10,000 .................................................................. LU T H E R A N M E TR O P O LITA N M IN IS TR Y AS S O C IA TIO N Help-On-Wheels transportation program for cancer patients over three years

................... ; ............................................. $ 78,160 .................................................................. O H IO IN D U S TR IE S FOR T H E H AN D IC A P P E D , C olum bus, Ohio Improvement of employment opportunities for severely handicapped individuals over three years

PARENTS A N O N Y M O U S OF N O R TH E AS TE R N O HIO , INC. General support (second year)

............................................... $ 20,000 ..................................................................

47


T H E B E N JA M IN ROSE IN S T IT U T E Support for nursing home patient and pensioner

................................................................ $ 12,877 ............................................................... Operating support

................................................................ $ 20,000 ............................................................... TH E SALVATION A R M Y Installation of kitchen facilities in two centers and renovation of a home for unwed mothers over three years

................................................................ $170,000 ............................................................... TH E S O C IE TY FOR CRIPPLED C H ILD R E N OF C U Y A H O G A C O U N T Y INC. Technical assistance project to mainstream handicapped children in day care (second year)

................................................................ $ 36,497 ............................................................... U N ITED C ER EB RA L PALSY AS S O C IA TIO N , INC. O F C U Y A H O G A C O U N T Y Family learning center over three years

.............................................................. $ 80,000 ................................................................. U N IT E D M E T H O D IS T C H IL D R E N ’S H O M E Discovery Center for emotionally disturbed children

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

$ 50,000 .................................................................

U N ITED W A Y /C R U S A D E OF MERCY, Toledo, O hio General support

.............................................................. $

1,000 .................................................................

U N ITED WAY SERVICES Audiovisual equipment for community educational training center

.............................................................. $ 68,700 ................................................................. U NIVERSITY C IR C LE H O U S IN G , INC. Art therapy at Abington Arms

.............................................................. $

5,000 .................................................................

W EST SIDE C O M M U N IT Y H O U SE Near West Side delinquency prevention

.............................................................. $175,000 ................................................................. Staff support of the Near West Side Youth Coalition

.............................................................. $

6,713 .................................................................

Y O U N G M EN 'S C H R IS TIA N A S S O C IA T IO N OF LAKE C O U N TY , Painesville, O hio Facilities to meet special population needs

.............................................................. $ 65,000 ................................................................. Operating support

.............................................................. $

1,000 .................................................................

T O T A L S O C IA L S E R V IC E S G R A N T S - U N D E S IG N A T E D

..............................................................$2,353,301 .................................................................

(Following recipients and programs designated by donor)

ALCOHOLISM SERVICES OF CLEVELAND, INC. General support ................................................ $ 33 ................................................

AMERICAN BIBLE SOCIETY, New York, New York General support ................................................ $ 405 ................................................

AMERICAN RED CROSS, GREATER CLEVELAND CHAPTER General support ................................................ $ 2,656 ................................................

BEECH BROOK General support ................................................ $ 44,746 ................................................

48


BELLEFAIRE General support

.......................................... $

5,028 ...........................................

BIG B R O T H E R S /B IG SISTER S O F G R EATER C LE V E LA N D General support

.......................................... $

8,112 ...........................................

B O Y S ' C LU B OF C LE VELAN D , INC. General support

.......................................... $

712 ...........................................

ELIZA B R Y A N T CENTER General support

.......................................... $ 13,164 ........................................... C ALVARY U N ITE D M E T H O D IS T C H U R C H General support

.......................................... $

3,256 ...........................................

C A T H O L IC C H A R ITIE S C O R P O R A TIO N Benefit of aged persons

.......................................... $

3,000 ...........................................

Benefit of Parmadale

.......................................... $

6,329 ...........................................

C EN TER FOR H U M A N SERVICES General support

.......................................... $

213 ...........................................

General support for the Day Nursery Association of Cleveland

.......................................... $

3,219 ...........................................

General support for the Family Service Association Division

.......................................... $ 27,441 ........................................... General support for the Homemaker-Health Aide Division

.......................................... $

2,000 ...........................................

C H ILD G U ID A N C E CENTER Operating support

.......................................... $

272 ...........................................

T H E C H ILD R E N 'S A ID SO C IE TY General support

.......................................... $

329 ...........................................

General support for the Industrial Home

.......................................... $ 48,130.............................................. C H IL D R E N ’S SERVICES General support

.......................................... $

380 ...........................................

C H R IS T EPISCO PAL C H U R C H General support

.......................................... $

981 ...........................................

TH E C H U R C H H O M E General support

.......................................... $

4,815 ...........................................

C LE V E LA N D C H R IS TIA N HOM E, INC. General support

.......................................... $

2,160 ...........................................

C IT Y OF C LE V E LA N D - DIVISIO N O F PO LIC E Prevention of delinquency among boys

.......................................... $

449 ...........................................

C LE V E L A N D H U M A N E S O C IE T Y C O R P O R A TIO N General support

.......................................... $

213 ...........................................

49


C LE V E L A N D PRESS C H R IS T M A S FU N D General support for needy and deserving families and children ......................................................... $ 1,311 ....................................................... T H E C LE V E L A N D P S Y C H O A N A L Y T IC S O C IE T Y F O U N D A T IO N General support ......................................................... $ 22 ....................................................... Research and application of psychoanalysis and support projects ........................................................ $ 27,758 ......................................................... TH E C LE V E L A N D S O C IE T Y FOR T H E B L IN D General support ........................................................ $ 22,807 ......................................................... Research or any other purpose ........................................................ $ 12,263 ......................................................... Volunteer braille transcribers ........................................................ $ 2,219 ......................................................... C U Y A H O G A C O U N T Y W ELFARE D E P A R TM E N T Special client needs ........................................................ $ 328 ......................................................... EAST END N E IG H B O R H O O D H O U SE General support ........................................................ $ 2,219 ......................................................... F A IR M O U N T PRESBYTERIAN C H U R C H General support ........................................................ $ 1,504 ......................................................... FEDERATION FOR C O M M U N IT Y P LA N N IN G Central Volunteer Bureau ........................................................ $ 2,804 ......................................................... General support ........................................................ $ 2,949 ......................................................... THE FIRST U N ITED M E T H O D IS T C H U R C H , A shland, O h io General support ........................................................ $ 4,070 ......................................................... G O O D W IL L IN D U STR IES OF C LE V E LA N D General support ........................................................ $ 958 ......................................................... GREATER C LE VELAN D N E IG H B O R H O O D C EN TER S A S S O C IA T IO N General support ........................................................ $ 9,171 ......................................................... THE HEBREW FREE LO AN A S S O C IA T IO N General support ........................................................ $ 1,000 ......................................................... TH E HIRAM H O U SE General support ........................................................ $ 1,208 ......................................................... H O M E FOR THE A G E D W O M E N OF C LE VELAN D , O H IO General support ........................................................ $ 4,815 ......................................................... ELIZA JE N N IN G S H O M E Equipment ........................................................ $ 25,665 ......................................................... General support ........................................................ $ 7,540 .......................................................... JEW ISH C O M M U N IT Y FEDERATION O F C LE V E LA N D General support ........................................................ $ 213 ..........................................................

50


JO N E S H O M E O F C H IL D R E N ’S SERVICES Capital improvement in building and equipment ................................................. $ 25,665 ................................................ General support ................................................. $ 15,373 ................................................ TH E H ATTIE L A R L H A M F O U N D A T IO N , INC., M antua, O hio General support ................................................. $ 6,416 ................................................ LITTLE SISTERS O F T H E PO OR General support ................................................. $ 1,806 ................................................ T H E L U T H E R A N H O M E FOR TH E AG E D General support ................................................. $ 8,480 ................................................ LU T H E R A N W ELFARE FUND General support ................................................. $ 1,476 ................................................ M ARYCREST SCHO O L General support ................................................. $ 4,815 ................................................ T H E M O N TE F IO R E H O M E General support ................................................. $ 4,815 ................................................ P A R M ADALE-ST. A N T H O N Y ’S Operating support ................................................. $ 10,146 ................................................ PLA N N E D P A R E N T H O O D OF C LE VELAN D , INC. General support ................................................. $ 9,992 ................................................ T H E B E N JA M IN ROSE IN STITU TE General support ................................................ $ 14,338 ................................................ R O S E -M A R Y C ENTER General support ................................................. $ 1,844 ................................................ ST. A N D R E W S U N IT E D M E T H O D IS T C H U R C H , Findlay, Ohio General support ................................................ $ 102 ................................................ ST. JO H N LU TH E R A N C H U R C H General support ................................................ $ 1,476 ................................................ T H E SALVATION A R M Y General support ................................................ $ 20,762 ................................................ ' T H E SALVATION ARMY, Ashland, O hio General support ................................................ $ 2,035 ................................................ SISTERS OF N O TR E D AM E Physical education program for the Julie Billiart School ................................................ $ 10,732 ................................................ T H E S O C IE T Y FOR C R IPPLED C H ILD R EN Equipment ................................................ $ 25,665 ................................................ General support ................................................. $ 12,771 ................................................

5i


S O C IE T Y O F ST. V IN C E N T DE PAUL Operating support ............................. ............................. $ 516 ....................................................... STARR C O M M O N W E A L T H FOR BO YS, A lbion, M ic h ig a n General support .......................................................... $ 1,174 ....................................................... THE T H R E E -C O R N E R -R O U N D PACK O U T F IT INC. General support for camping program .......................................................... $ 10,061 ......................................................... T R IN IT Y C A T H E D R A L General support .......................................................... $ 1,174 ......................................................... U N ITED AP PE AL OF A S H LA N D C O U N TY , O H IO , INC. General support .......................................................... $ 2,035 ......................................................... U N ITE D WAY SERVICES General support .......................................................... $240,488 ......................................................... TH E VISITIN G NURSE A S S O C IA T IO N O F C LE V E L A N D General support .......................................................... $ 2,719 ......................................................... V O C A T IO N A L G U ID A N C E A N D R E H A B ILITA TIO N SERVICES Assistance to needy clients of Sunbeam School .......................................................... $ 1,000 ......................................................... Assistance to needy of Sunbeam School graduating class ........................................................ $ 1,000 ......................................................... General support ........................................................ $ 3,102 ......................................................... W EST SIDE D EU TSC H ER FRAUEN VEREIN, T H E A LTE N H E IM General support ........................................................ $ 16,236 ......................................................... Y O U N G M E N ’S C H R IS TIA N AS S O C IA TIO N , A shland, O hio General support ........................................................ $ 2,035 ......................................................... THE Y O U N G M E N ’S C H R ISTIAN A S S O C IA TIO N OF C LE V E LA N D General support ........................................................ $ 2,035 ......................................................... General support to West Side Branch ........................................................ $ 12,833 ......................................................... Y O U N G M E N ’S A N D Y O U N G W O M E N ’S C H R IS T IA N A S S O C IA T IO N General support to Lakewood Combined Branch ........................................................ $ 12,833 ......................................................... TH E Y O U N G W O M E N ’S C H R IS TIA N A S S O C IA T IO N OF C LE V E LA N D General support ........................................................ $ 885 ......................................................... T O T A L S O C IA L S E R V IC E S G R A N T S - D E S IG N A T E D ...................................................... $ 797,702 ........................................................

TOTAL SOCIAL SERVICES GRANTS - DESIGNATED AND UNDESIGNATED .............................................................................. $ 3 , 151,003 ..................................................................................

52


SPECIAL PHILANTHROPIC SERVICES The funds expended for special phil­ anthropic purposes go primarily for the operating costs of The Cleveland Foundation and a wide variety of services for the benefit of the philanthropic com­ munity throughout Northeast Ohio. The latter includes services to private foundations which do not employ staff or have limited staff. The services include evaluation of grant proposals and monitoring grants as well as con­ vening meetings dealing with issues of common concern to the participating foundations. The Foundation continued to sup­ port the development of the Cleveland regional library and field office of the Foundation Center o f New York. This Kent H. Smith library is named in honor of a former Cleveland Foundation

Distribution Committee member. The two-person staff includes a professional librarian with expertise in foundation matters who conducts orientation sessions in the use of the library’s resources. The library houses materials dealing with grantmaking, annual reports of national foundations, Internal Revenue Service returns of foundations in Ohio and neighboring states and information on federal and state government funding. In 1980, a record 850 persons attend­ ed 191 orientation sessions teaching grant seekers how to use its resources more effectively. A total of 2,177 visitors from the Cleveland area, other parts of Ohio and the Midwest used the library, representing an increase of nearly 30 percent over the previous year.

S P E C IA L P H IL A N T H R O P IC SE R V IC E S G R A N T S C LE V E L A N D F O U N D A T IO N R ESO URCES Anisfield-Wolf Awards .....................................................$ 15,000 .................................................... Operating budget of Cleveland Foundation (Corporation) for the year 1981 ..................................................... $1,053,800 .................................................... Special discretionary grant fund .....................................................$ 29,840 .................................................. T H E F O U N D A T IO N C EN TER Operating budget support during 1981 of Foundation Center - Cleveland .....................................................$ 25,200 ..................................................

TOTAL SPECIAL PHILANTHROPIC SERVICES GRANTS ............................................................ $ 1 , 123,840 ............................................................

53


SUMMARY OF GRANTS AUTHORIZED 1980

o ^c '

Total Grants

$13,414,193 * Administrative expenses in ig8o represented 7. 87 % o f total grants authorized by The Cleveland Foundation


TRUST FUNDS GROWTH O F THE C LEV ELA N D FO UNDATION

In 1980 the carrying value of new funds and additions to existing funds recorded by The Cleveland Foundation totaled $10,515,417.43.

John Wean Foundation, $75.00 from The Louis E. and Marcia M. Emsheimer Charitable Trust. The Emerald Necklace Fund was increased by gifts of $125.00 from Patricia J. Doyle, $100.00 from Ruth E. Adomeit, $100.00 from the Stouffer Foods Corporation Fund, $75.00 from The Louis E. and Marcia M. Emsheimer Charitable Trust.

N E W T R U S T F U N D S R E C E IV E D THE HARRY F. AND EDNA J. BU RM ESTER CHARITABLE REM AINDER U N IT R U ST NO. 1 Harry F. Burmester. $65,282.90. 12 3 1 80 $58,292.88. Various donor-designated purposes and unrestricted charitable purposes.

Donor: Carrying Value: Market Value as of / / : Use of Income:

Fenn Educational Fund was increased by $ 2 ,000.00 through a contribution from Mrs. Nelson Peck, Jr. Martin Huge, Martha M. Huge, Theodore L. Huge, and Reinhardt E. Huge Memorial Fund was increased by $80,252.36 through a distribution from the Reinhardt E. Huge Fund.

CLEVELAND: NOW ! FUND Cleveland: NOW ! $328,095.01. 12 3 1 80 $219,663.01. Use Unrestricted charitable purposes.

Donor: Carrying Value: Market Value as of / / : of Income:

The Arthur A. Lederer and Ruth Lawrence Lederer Fund was increased by $5,460.93 through a distribution from the Arthur A. Lederer Testamentary Trust.

FOREST CITY HOSPITAL FOUNDATION FUND Forest City Hospital Foundation. $440,489.60. 12/ 31/ 80: $465,975.75. Medical assistance for elderly.

Donald W. McIntyre Fund was increased by $55,872.32 through a distribution from the Donald W. McIntyre Estate.

Donor: Carrying Value: Market Value as of Use of Income:

Victor Mills Fund was increased by $68,060.70 through a distribution from the Victor Mills Estate.

HELEN GIBBS MILLS M EM ORIAL FUND Last Will and Testament of Helen Gibbs Mills. $240,663.88. 12/ 31/ 80: $319,060.00. Unrestricted charitable purposes.

Donor: Carrying Value: Market Value as of Use of Income:

Nathan G. Richman Fund was increased by $2,005.78 through a distribution from the Nathan G. Richman Fund.

Donor: Kent H. Smith Trust. Carrying Value: $4,900,000.00. Market Value as of 12/ 31/ 80: $4,259,041.00. Use of Income: Assistance for teachers and

KENT H. SMITH FUND

ISAAC C. GOFF FUND Isaac C. G off Fund. $207,982.18. as 12/ 31/ 80: $295,205.46. Scholarships.

poor children and poor families.

A D D IT IO N S T O E X IST IN G TRU ST FU N D S

THE ALM A M. AND HARRY R. TEM PLETON M EM ORIAL FUND Estate of Alma M. Templeton. 1980: $169,373.36. Medical research.

Donor: Partial Benefit Income Received in Use of Income:

N E W P A R T IA L B E N E F IT F U N D S R E C E IV E D

Donor: Carrying Value: Market Value of Use of Income:

Charles Rieley Armington Fund was increased by a gift o f $36,000.00 to income from the Elizabeth Rieley Armington Charitable Trust. Mabel R. Bateman Memorial Fund was increased by $1,885.00 through a distribu足 tion from the Mabel R. Bateman Estate.

A RTH U R P. AND ELIZABETH M. W ILLIAM SON FUND Elizabeth M. Williamson Estate and Trust. $3,910,418.41. 12/ 31 / 80: $3,651,359.86. Health, education and unrestricted charitable purposes.

Donor: Carrying Value: Market Value as of Use of Income:

Cleveland Recreational Arts Fund was increased by gifts of $1,000.00 from Kurt L. Seelbach, $100.00 from the Raymond

55


THE CLEVELAND FOUNDATION TRUST FUNDS Jacob D. Cox Fund S. Houghton Cox Fund Henry G. Dalton Fund The Howard and Edith Dingle Fund Edwin A. and Julia Greene Dodd Fund No. 1 Edwin A. and Julia Greene Dodd Fund No. 2 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 Funds (5) 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 Forest City Hospital Foundation 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 Frederic H. Gates Fund The William F. and Anna Lawrence Gibbons Fund* William A. Giffhom Fund Frederick Harris Goff Fund Isaac C. Goff Fund* Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Dr. Isadore J. 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. Community Development Funds (5) Leonard C. Hanna, Jr. Fund for Community Chest

A wide variety of donors, dedicated to The Cleveland Foundation as a means of benefit足 ing their community in years to come, have established the following trust funds. These funds are named either for their donors or by the donor for a memorial or, in some instances, for the recipient organkation which they enrich. Rob Roy Alexander Fund The Alcry Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research The George and May Margaret Angell Trust Anisfield-Wolf Fund Charles Rieley Armingtcm Fund Walter C. and Lucy 1. Astrup Fund No. i 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 Louis D. Beaumont 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 Broun Memorial Fund George F. Buehler Memorial Fund The Harry F. and Edna J. Burmester Charitable Remainder UmTrust No. 1 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 Cleveland: NOW! Fund Cleveland Recreational Arts Fund Caroline E. Coit Fund A. E. Convers Fund* Harry Coulby Fund No. 2 Harry Coulby Fund No. 4

56


Leonard C. Hanna, Jr. Fund for United Appeal William Stitt Hannon Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds No. i 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 K. Heller Fund The Hinds Memorial Fund* The Hiram House Fund The Jacob Hirtenstein Fund H. Morley and Elizabeth Newberry 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. Kristner Fund The Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund* The Arthur A. Lederer and Ruth Lawrence Lederer 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 John A. and Mildred T. McGean 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 Stem Michael Fund Helen Gibbs Mills Memorial Fund Victor Mills Fund Anna B. Minzer Fund Cornelia S. Moore Fund* The Mr. and Mrs. Jay P. Moore Memorial Fund William 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 William 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 William 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. i * The Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 2* The John and LaVeme Short Memorial Fund The A. H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund Kent H. Smith Fund The Nellie B. Snavely Fund A. L. Somers Fund William J. Southworth Fund Dr. George P. Soyer Fund The John C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund

57


The John Mason Walter and Jeanne M. Walter Memorial Fund No. i The John Mason Walter and Jeanne M. Walter Memorial Fund No. 2 Mabel Breckenridge Wascm Fund A Mabel Breckenridge Wason Fund B* George B. and Edith S. Wheeler Trust Edward Loder Whittemore Fund Henry E. and Ethel L. Widdell Fund The John Edmund Williams Fund Teresa Jane Williams Memorial Fund Arthur P. and Elizabeth M. Williamson Fund* James D. Williamson Fund The George H., Charles E., and Samuel Denny Wilson Memorial Fund Edith Anisfield Wolf Fund* David C. Wright Memorial Fund Edith Wright Memorial Fund

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 The Alma M. and Harry R. Templeton Memorial Fund* Henrietta Teufel Memorial Fund The John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund Maude S. 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

*PA RTIA L BENEFITS FU N D S 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 o f The Cleveland Foundation.

COMBINED FUNDS GROWTH OF THE CLEVELAND FO U ND ATIO N

Donor: Estate of Solomon A. Sunshine. Use of Income: Unrestricted charitable

During 1980 the Combined Funds generated income for grant purposes of $658,182.84. Market value of the Combined Funds as of December 31, 1980 totaled $9,499,408.00.

purposes.

A D D IT IO N S T O E X IS T IN G F U N D S A N D M E M O R IA L S THOM AS BURNHAM M EM ORIAL FUND, $2,988.43 Marie Louise Gollan - Winston R Burton Fund.

N E W F U N D S A N D M E M O R IA L S

Donor:

MRS. HOW ELL LEU CK FUND, $20.00 Virginia H. Hamann. Unrestricted charitable purposes.

Donor: Use of Income:

MARY CATHERINE CARTER FUND, $125.00 Mary C. Carter, $25.00; Catherine B. Nichols, $100.00.

Donors:

FRANCIS CHARLTON MILLS, JR. FUND, $1,000 Estate of Francis Charlton Mills, Jr. Unrestricted charitable purposes.

Donor: Use of Income:

THE ALBERT M. HIGLEY M EM ORIAL FUND, $10,000 Albert M. Higley Company.

Donor:

OHIO N U T AND BOLT COMPANY FUND, $67,961.74 Ohio Nut and Bolt Company. Unrestricted charitable purposes.

MARY G. HIGLEY FUND, $2,210.00 Estate of Mary G. Higley.

Donor:

Donor: Use of Income:

CHALM ER F. LUTZ FUND, $27.14 Estate of Chalmer F. Lutz.

Donor:

JOHN G. & MAY LO CKW O O D OLIVER MEMORIAL FUND, $50,000 Bardons and Oliver Foundation. Donor-designated purpose. THE IGNATZ & BERTA SUNSHINE FUND, $25,000

HAROLD M. NICH OLS FUND $44,675.94 Estate of Harold M. Nichols.

Donor: Use of Income:

Donor:

DOROTHY AND HELEN RUTH FU N D $ 1,000 Dorothy Ruth Graham.

Donor:

58


FUNDS OF THE CLEVELAND FOUNDATION COMBINED FUNDS Morris Abrams Fund Academy of Medicine, Health Education Foundation Fund Rhoda L. Affelder Fund Wickham 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 Fund Hattie E. Bingham Fund Beulah Holden Bluim Memorial Arthur Blythin Memorial Robert Blythin Memorial 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 Bumham Memorial Fund Elizabeth A. Burton Memorial Edmund S. Busch Fund Robert H. Busch Scholarship Fund Carmela Cafarelli Fund Marian M. Cameron 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 Coming Chisholm Memorial Fund Gametta 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 Cole National Corp. Fund Lawrence E. Connelly Memorial Judge Alva R. Corlett Memorial Mary B. Couch Fund Jacob D. Cox, Jr. Memorial

Willis B. Crane Memorial Dr. Wilbur 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 Dovney 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 Kathleen Holland Forbes Music Fund 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

59


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 Ohio Nut and Bolt Company Fund John G. & May Lockwood Oliver Memorial 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 James Nelson Sherwin 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 — 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 Vemon Stouffer Memorial Fund Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund The Ignatz & Berta Sunshine Fund Joseph T. Sweeny Memorial Charles Farrand Taplin and Ehie H. Taplin 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 Gilbert W. Humphrey Memorial Fund Mrs. Ray Irvin Memorial The Norma Witt Jackson Fund Erie 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 The Virginia Jones Memorial 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 Mrs. Howell Leuck Fund Daniel W. Loeser Fund Meta M. Long Fund The Chalmer F. Lutz 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 Erma L. Mawer Fund Malcolm L. McBride and John Harris McBride II Memorial Fund Thomas McCauslen Memorial Mrs. E. P. McCullagh Memorial Emma E. McDonald Fund Heber McFarland Fund Hilda J. McGee Fund Gladys M. McIntyre Memorial Fund W. Brewster McKenna Fund Anna Curtiss McNutt Memorial Charles E. Meink Memorial William J. Mericka Memorial The Grace E. Meyette Fund Herman R. and Esther S. Miller Memorial Fund Francis Charlton Mills, Jr. 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

60


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. Bums and Simonne H. Weston Fund Lucius J. and Jennie C. Wheeler Memorial Fund Elliott H. Whitlock Memorial Mary C. Whitney Fund The Marian L. and Edna A. Whitsey Fund R. N. and H. R. Wiesenberger Fund Lewis B. Williams Memorial Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Fund Marjorie A. Winbigler Memorial John W. Woodbum 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

SUPPORTING ORGANIZATIONS In 1980 the trustees of The Sherwick Fund authorized 35 grants totaling $284,196 in support o f a variety of educational, health, social service and cultural arts programs. A detailed listing of the 1980 grants may be found in a separately pub­ lished Sherwick Fund annual report. In 1977 a second supporting organization, The William J. and Dorothy K. O ’Neill, Sr. Fund, was established by the O ’Neills. The O ’Neill Fund approved eight grants totaling $210,762 in 1980 for a variety o f educa­ tional and social service activities. In 1978 The Elizabeth and Ellery Sedg­ wick Fund was created by the Sedgwicks and in 1980 benefited general charitable activities in the Cleveland area with six grants totaling $32,500. 1979 saw the creation of The Alton F. and Carrie S. Davis Fund and the affiliation of the Goodrich Social Settlement. In 1980 The Davis Fund supported a variety of cul­ tural and charitable activities with seven grants totaling $21,305 while the Goodrich Social Settlement, formerly a private foun­ dation, continued its support o f the Goodrich-Gannet Neighborhood Center and the Bell Neighborhood Center.

Two new supporting organizations joined The Cleveland Foundation in 1980. This raises to seven the number o f such organi­ zations which operate similarly to private foundations but enjoy the favorable tax status o f a public charity through close affiliation with this Foundation. Supporting organizations also benefit from expertise provided by the Distribution Committee members and professional staff o f the Foundation. The two new supporting organizations formed in 1980 were The Treu-Mart Fund and The Wolpert Fund. The Treu-Mart Fund was established by Elizabeth M. and William C. Treuhaft as a supporting organi­ zation o f The Cleveland Foundation and the Jewish Community Federation of Cleveland, and is believed to be the first supporting organization affiliated with both a community foundation and another public charity. The Wolpert Fund was created by Samuel and Roslyn Wolpert to provide an additional source of philanthropic dollars for the Cleveland area. The Sherwick Fund became the first supporting organization o f the Foundation in 1973 after 20 years as a private family foundation created by John and Frances Wick Sherwin.

6i


STATEMENT OF CHANGES IN FUND BALANCES THE CLEV ELA N D FO UNDATION YEAR ENDED DECEM BER 31, 1980 PRINCIPAL

B ALA N C E S AT JA N U A R Y 1, 1980 INCREASES IN FUND BALANCES Received from donors Net gain from sale of assets Dividends Interest— net of amortization and purchased interest Common trust fund income Partial benefit income Distribution of estate income Other

1914 RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

$ 22,027,998

$123,919,369

207,982 63,926

COMBINED FUND RESOLUTION $

TOTAL PRINCIPAL

7,629,449

$ 153,576,816

7,560,290

171,536

7,939,808

1,778,547

225,799

2,068,272

1

__________________ ______________________ ________ 1

894

10,700

Total Increases in Fund Balances

272,802

9,349,537

TRANSFERS From income to principal

2,079

11,594 I 397,335 .

10,019,674

2.079 !

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: r

,------- -----

46,941 100

230,711 228,417

1

1 U U .JU U

nm

To Cleveland Foundation Resources for adminis­ trative purposes Other Total Decreases in Fund Balances BALANCES AT DECEMBER 31, 1980

57,041

559,628

$ 22,245,838

$132,709,278

See notes to financial statements.

62

$

8,980 1.887

296.632 230,404

4 ,0 ^ 0

1

J

23,750

23.750

49,162

665,831

7,977,622

$ 162,932,738

I


INCOME

*

1914 RESOLUTION

MULTIPLE TRUSTEESHIP RESOLUTION

COMBINED FUND RESOLUTION

$

$

$

538,276

5,884,375

634,320

$

TOTAL INCOME

TOTAL PRINCIPAL AND INCOME

7,056,971

$160,633,787

^,939,808 j

_____________ 926,115 2,993,830

301,919

4,221,864

2,068,272 4,221,864 3,818,166 1,694,047 4,774,076 126,693 162,003 24,804,929

726,820 394.872 249,267 11,250 12,301

2,754,078 1,264,362 4,524,809 112,168 136,080

337,268 34,813 3,275 2.028

3,818,166 1,694,047 4,774,076 126,693 150,409

2,320,625

11,785,327

679,303

14,785,255

(2.079)

$

(2,079)

0

73,891 1,574

260,561 2,627

21,118 2

355,570 4,203

652.202 234,607

1,938,535

8,856,967

638,673

11,434,175

11,549,220

150,697

734,207

69,600

954,504

954,504 23,750

2,164,697

9,854,362

729,393

12,748,452

13,414,283

9,091,695

$172,024,433

692,125

$

7,815,340

$

584,230

$

63

ja g g


STATEMENT OF ASSETS AND FUND BALANCES THE CLEVELAN D FO U ND ATIO N DECEM BER 31, 1980

STATEMENT OF ASSETS AND FUND BALANCES

APPROXIMATE MARKET VALUE

ASSETS Trust Funds: 1914 Resolution Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds

__________ ___ _ _ __ $ $ 291,900

Multiple Trusteeship Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds

291,900

3,326,655 5,202,340 7,444,632 6,672,436

3,055,358 3,599,149 17,483,849 7,645,005

22,937,963

32,075,261

1,051,775

1,051,775

13,650,873 31,254,366 64.729,347 28,482,758

12,093,113 21.614,061 124,000,211 28,232,794

139,169,119 1,355,499

186,991,954 999,899

140,524,618

187,991,853

254,502

254,502

1,752,156 1,640,850 3,979,550 934,394

1,546,041 1,136,339 5,678,760 883,766

8,561,452 400

9,499,408 400

8,561,852

9,499,808

$172,024,433

$229,566,922

......

Other investments

Combined Fund Resolution: Cash Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Other investments

Trust Fund Balances: Principal Income

$162,932,738 9,091,695 $172,024,433

See notes to financial statements.

64


NOTES TO FINANCIAL STATEMENTS THE CLEV ELA N D FOUNDATION DECEM BER 31, 1980

N O TE A — Securities held by the various trust funds are carried generally at cost or amounts determined by estates at the time of bequest. Since approximate market valuations as of December 31, 1980 for other investments with a carrying value of $150,048 were not readily obtainable, the carrying value o f other investments has been included in the approximate market value column. The resolutions and declarations o f trusts, pursuant to which the funds are held, con­ tain provisions that allow distribution of fund principal under specified conditions. Certain trusts, established for the benefit of The Cleveland Foundation, have been excluded from the accompanying statements until such time as they have been formally transferred to The Cleveland Foundation.

NOTE C —At December 31, 1980, principal trust fund balances aggregating $971,000 and income balances on hand and to be received in the future aggregating $7,034,057 are restricted for grants com­ mitted prior to December 31, 1980, and payable subsequent thereto. NOTE D —The Internal Revenue Service has ruled that The Cleveland Foundation qualifies under Section 501(c)(3) of the Internal Revenue Code and is, therefore, not subject to tax under present income tax laws. NOTE E — Effective January 1, 1981, Cleveland Foundation Resources amended its Articles o f Incorporation to broaden its purposes and change its name to The Cleveland Foundation (the "charitable corporation” ). The amendment established charitable purposes o f the charitable cor­ poration which are the same as those o f the community trust known as The Cleveland Foundation. For financial statement pur­ poses, assets, fund balances and changes in fund balances o f the charitable corporation will be combined with those o f the com­ munity trust beginning in 1981 to reflect in practice one organization. Had such combination occurred as o f December 31, 1980, the charitable corporation would have comprised approximately one percent o f the combined assets of the community trust and the corporation.

NOTE B — Partial benefit funds generally provide, each in varying amounts, for pay­ ment of annuities to certain individuals, trustees’ fees and other expenses o f the trusts, prior to payment o f the balance of the income to The Cleveland Foundation. The total carrying values o f partial benefit funds are included in the statement o f assets and fund balances since The Cleveland Foundation ultimately will receive the entire income o f such funds. In 1980 The Cleve­ land Foundation received approximately 89 percent o f the aggregate income of the various partial benefit funds. The carrying value o f partial benefit funds included in the multiple trusteeship resolu­ tion classification at December 31, 1980 is as follows: AmeriTrust Company o f C lev elan d ........................ $44,684,494 National City B a n k .................. 6,596,040 Central National Bank o f C lev elan d ........................ 1,332,260 Society National Bank o f C lev elan d .................. 1,221,622 $53,834,416

65


REPORT OF ERNST <St WHINNEY INDEPENDENT A U D ITO RS

The Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland Foundation Cleveland, Ohio We have examined the statement o f assets and fund balances arising from cash transactions o f The Cleveland Foundation as of December 31, 1980, and the related statement or changes in fund balances for the year then ended. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests o f the accounting records and such other auditing procedures as we considered necessary in the circumstances. The Foundation’s policy is to prepare its financial statements on the basis o f cash receipts and disbursements; consequently, certain revenue and the related assets are recognized when received rather than when earned, and certain expenses are recognized when paid rather than when the obligation is incurred. Accordingly, the accompanying financial statements are not intended to present financial position and results o f operations in conformity with generally accepted accounting principles. In our opinion, the financial statements referred to above present fairly the assets and fund balances arising from cash transactions of The Cleveland Foundation as o f December 31, 1980, and the changes in fund balances for the year then ended, on the basis o f accounting described above, which basis has been applied in a manner consistent with that o f the preceding year. Cleveland, Ohio March 27, 1981

CLEVELAND FOUNDATION RESOURCES allocated for various philanthropic interests. 1980 also saw the Foundation respond to a longtime concern of providing greater flexibility in meeting the community’s charitable needs. Effective January 1, 1981 Cleveland Foundation Resources amended its Articles of Incorporation so as to broad­ en its purposes and change its name to The Cleveland Foundation. This charitable corporation will more easily allow for the acceptance o f contributions both in trust form and for donors who desire to have their contributions paid out within a short period o f time.

During 1980 Cleveland Foundation Resources served as the administrative arm of The Cleveland Foundation. It was a non­ profit corporation organized under Section 509 (a) (3) of the Internal Revenue Code as a supporting organization o f The Cleve­ land Foundation. It therefore had similar charitable purposes and its governing body was the same membership as the Founda­ tion’s Distribution Committee. In 1980 several major contributions were received by Cleveland Foundation Resources, two of these contributions were $ 100,000 from The P. K. Ranney Foundation and $30,000 from the Proctor P. Jones Fund, both to be

66


CLEVELAND FOUNDATION RESOURCES GRANTS B A LD W IN -W A L L A C E C O L LE G E Feme Patterson Jones Memorial Music Library ................................................................. $ 25,000 ................................................................ CASE W ESTERN RESERVE U N IVERSITY for th e S chool of M ed icin e General operating support ................................................................. $ 1,000 ................................................................ C O LUM BU S AC ADEM Y General operating support ................................................................. $ 1,000 ................................................................ T H E G A R D E N C EN TER OF GREATER C LE VELAN D General operating support ............................................................... $ 250 ................................................................ H ARVARD UNIVERSITY, C am bridge, M a ssa chu setts General operating support ................................................................. $ 50 ................................................................ TH E M ASTE RS SC H O O L, D obbs Ferry, N ew York General operating support ................................................................. $ 700 ................................................................ T H E M U S IC A L AR TS A S S O C IA TIO N General operating support ............................................................... $ 1,000 ................................................................ N A T IO N A L M ULTIPLE SC LER O SIS SOCIETY, N O R T H E A S T O H IO CH APTER Patient services ............................................................... $ 4,000 ................................................................ O H IO H IS T O R IC A L SOCIETY, C olum bus, O hio Law offices at the Society’s Ohio Village ............................................................... $ 1,000 ................................................................ P LA N N E D P A R E N T H O O D OF C LE VELAN D , INC. General operating support ............................................................... $ 1,000 ................................................................ P LA Y H O U S E SQ U A R E FO U N D A TIO N Capital campaign and general operating support ............................................................... $ 38,400 ................................................................ ST. G E O R G E ’S S C H O O L, N ew port, R hode Island General operating support ............................................................... $ 1,000 ................................................................. ST. P A U LS EPISC O PAL C H U R C H , C leveland H eights, Ohio General operating support ............................................................... $ 1,500 ................................................................. U N ITE D WAY SERVICES General operating support ............................................................... $ 500 ................................................................. TO TAL GRANTS ............................................................... $ 76,400 .................................................................

67


STATEMENT OF CHANGES IN FUND BALANCES CLEV ELA N D FO U N D A TIO N R E SO U R C E S YEAR ENDED DECEM BER 31, 1980

RESTRICTED FUNDS GRANTS FROM THE CLEVELAND FOUNDATION

EVALUATION AND TECHNICAL ASSISTANCE B A L A N C E A T J A N U A R Y 1, 1980

DESIGNATED PURPOSES

PROGRAM DEVELOPMENT

$ 4 4 ,2 0 0

$ 3 1 4 ,7 0 6

$241,184

69,100

766,514

349,280

69,100

766,514

349,280

RECEIPTS: S pecial adm inistrative grants Investm ent in co m e earned Fee in co m e from T h e C le ve la n d Foundation Fee in co m e from a dm inistered pro gram s C ontributions

DISBU RSEM EN TS: Evaluation and te c h n ic a l a ssista n ce D esignated purposes

44,705 528,160

Program d eve lo pm e nt

348.011

C haritable purposes A d m in istra tive e xpe nse s

Transfer of fu nd s a m ong grant funds Transfer of funds to reflect acquisition

44,705

528,160

348,011

68,595

553,060

242,453

2,000

31.450

(33,450)

$ 7 0,595

$ 5 8 4 ,5 1 0

of fixed assets w ith operating funds

B A L A N C E A T D E C E M B E R 31, 1980

See notes to financial statem ents.

68

$209,003

—.......-=


GRANTS FROM OUTSIDE SOURCES FOR CHARITABLE PURPOSES

OPERATING FUND $

$ 64,428

130,409

FIXED ASSET FUND $ 75,701

103,015 167,159

W

tK tB M

r

863,855 7,957

214,593 214,593

1,141,986

91.117 ______

981.099

14,575

91.117

981,099

14,575

187.904

291,296

61,126

(2,404)

2,404

$187,904

$

288,892

$ 63,530

6g


BALANCE SHEET

CLEV ELA N D FOUNDATION R ESO U R C ES DECEM BER 31, 1980

ASSETS Cash Certificates of deposit Short-term investments— at cost which approximates market Equipment and leasehold improvements— net of accumulated depreciation and amortization of $38,024 Other assets

$

26,487 1,125,000 255,000

63,530 58,425 $ 1 ,5 2 8 ,4 4 2

LIABILITIES AND FUND BALANCES Accounts payable and accrued expenses Deferred compensation Fund balances: Restricted: Grants from The Cleveland Foundation for evaluation and technical assistance programs Grants from The Cleveland Foundation for designated purposes Grants from The Cleveland Foundation for program development Grants from outside sources for charitable purposes Unrestricted: Operating fund Fixed asset fund

$

82,392 41,616

$ 70,595 584,510 209,003 187,904 288,892 63,530

1,052,012

352,422 S 1,404,434 $ 1 ,5 2 8 ,4 4 2

See notes to financial statements.

70

H

I


NOTES TO FINANCIAL STATEMENTS C LEV ELA N D FOUNDATION R ESO U RCES DECEM BER 31, 1980

NOTE A — Equipment and leasehold improvements are stated at cost less accumulated depreciation and amortization. Depreciation and amortization are com­ puted on the straight-line method over the estimated useful lives of the assets.

o f the Internal Revenue Code and is, there­ fore, not subject to tax under present income tax laws. N O TE E — Effective January 1, 1981, Cleveland Foundation Resources amended its Articles o f Incorporation to broaden its purposes and change its name to The Cleveland Foundation (the "charitable corporation” ). The amendment established charitable purposes of the charitable cor­ poration which are the same as those of the community trust known as The Cleveland Foundation. For financial statement pur­ poses, assets, fund balances and changes in fund balances of the charitable corpora­ tion will be combined with those of the community trust and the corporation beginning in 1981 to reflect in practice one organization. Had such combination occurred as of December 31, 1980, the charitable corporation would have com­ prised approximately one percent of the combined assets of the community trust and the corporation.

N O TE B— Cleveland Foundation Resources has an insured pension plan for certain employees. Pension expense for the year was $58,888. All contributions under the plan are funded and vest with employees as made. N O TE C —The trustees o f Cleveland Foundation Resources had approved, as of December 31, 1980, grants from restricted funds amounting to $100,000. Such grants are subject to the satisfaction by the intend­ ed recipients o f prior conditions before payment. NOTE D —The Internal Revenue Service has ruled that Cleveland Foundation Resources qualifies under Section 501 (c)(3)

REPORT OF ERNST WHINNEY INDEPENDENT AUDITORS

Board of Trustees Cleveland Foundation Resources Cleveland, Ohio We have examined the balance sheet o f Cleveland Foundation Resources as of December 31, 1980, and the related statement of changes in fund balances for the year then ended. Our examination was made in accordance with generally accepted auditing standards and, accord­ ingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. In our opinion, the financial statements referred to above present fairly the financial posi­ tion of Cleveland Foundation Resources at December 31, 1980, and the changes in fund balances for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that o f the preceding year. Cleveland, Ohio March 27, 1981

7

1


WAYS OF GIVING NON-TRUST CO N TR IBU TIO N S may be made to The Cleveland Foundation by individuals, corporations, foundations and other institutions which are to be paid out entirely soon after they are received.

The Cleveland Foundation is a flexible resource serving many donors’ diverse philanthropic objectives. A gift established with the Foundation enjoys the most advantageous tax treatment and the greatest degrees of recognition, versatility and permanence a charitable institution can offer. There are a variety o f ways to make contributions to The Cleveland Foundation: A SEPARATE T R U ST FUND may be established for a gift o f $250,000 or more. Each trust o f this kind is held and managed separately by one of the trustee banks. Administrative costs make it most effective only for more sizable gifts. COMBINED FU N D S provide a costeffective way of receiving and administering gifts o f any size. More modest gifts may be received under this plan because each trustee bank combines individual contributions and invests them as a whole. This procedure not only serves to increase the potential for overall investment return, but also reduces the cost of administrating the donor’s gift. A combined fund gift retains its separate identity and is an appropriate means of memorializing a deceased friend or member o f the family. A SUPPORTING ORGANIZATION provides a means whereby a living donor may create a separate foundation in affilia­ tion with The Cleveland Foundation or whereby an already established private foundation may affiliate. The supporting organization maintains a separate identity and direct involvement of the donor and other family members while enjoying the public charity tax status and staff services o f the community foundation. The Distri­ bution Committee of The Cleveland Foun­ dation has defined certain conditions which must be satisfied: (a) a majority of the governing body of the supporting organiza­ tion is appointed by the Distribution Committee; (b) the assets o f the supporting organization are to be managed as an agency account by one or more of the trustee banks; and (c) the professional staff ser­ vices of The Cleveland Foundation are to be utilized.

D O N O R O P T IO N S a It is to be emphasized that the donor may name his fund anything he wishes, and that the name will accompany grant checks from that fund. ° An individual gift may be made during the donor’s lifetime, or it may be established in the donor’s will. a At the time funds are contributed to the Foundation, the donor may specify how the income is to be used. Accordingly, each fund o f The Cleveland Foundation falls into one o f four categories: 1. D ESIGNATED - The donor designates one or more specific institutions or agencies to receive fund income. 2. RESTRICTED - The donor restricts expenditure o f fund income to one or more general areas. 3. U NRESTRICTED - The donor leaves the disbursement o f fund income to The Distribution Committee. 4. M ULTIPLE U SE - The donor specifies two or more o f the above options. Foundation staff is always available to provide information in response to inquiries about the many ways o f giving to the Foun­ dation and about the donor’s specific phil­ anthropic objectives. It is suggested that any individual desiring to make a gift to The Cleveland Foundation confer directly with the Foundation as well as an attorney, financial advisor, and the trust department o f one o f the Foundation’s trustee banks: AmerfTrust Company o f Cleveland, Central National Bank o f Cleveland, National City Bank, Society National Bank o f Cleveland and Union Commerce Bank.

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