Cleveland Foundation – 1982 Annual Report

The Cleveland Foundation, the nation’s pioneer

com m unity trust, has since 1914 m ade a significant effort to enhance the quality of life for all people of Greater Cleveland. The Foundation provides a singular m eans through which citizens m ay donate gifts in any am ount to m eet ever changing needs in the general areas of civic affairs, social services, cultural affairs, health and education.

Foundation grants, in support of both private and public services, are m ade prim arily to tax-exem pt private agencies, and in some cases to governm ental agencies.

Only the income generated by the investm ent of gifts is used in m ost grant making; thus, donations to The Cleveland Foundation represent everlasting philanthropy. There are now 271 separate trust funds in the Foundation plus Combined Funds for the investm ent of sm aller gifts.

The Foundation is governed by an 11-member Distribution Com­ m ittee composed of com m unity leaders. Its m em bers are responsible for policy m aking and the allocation of fund income and principal.

They are selected in a variety of ways for their knowledge of the charitable and educational needs of the community. Foundation assets are overseen by a Thistees Committee comprised of the chief executive officers of the seven trustee banks.

One m em ber 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 m ayor of Cleveland; the presi­ dent 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 m em ber with knowledge of G reater Cleveland’s philanthropic community. Five additional m em bers are appointed by the Trustees Committee. Each m em ber is appointed for a five-year term and m ay serve a m axim um of ten years.

In addition to appointing five m em bers of the Distribution Commit­ tee, the Trustees Committee is also responsible for approval of formal affiliations of other tru st com panies or financial institutions with The Cleveland Foundation, and the nam ing of a trustee bank for any gift for which a b ank has not been designated by the donor.

The Foundation is m anaged by a professional staff recognized for its expertise in specific areas.

The Cleveland Foundation has a current ruling of the Internal Revenue Service which classifies it as a public charity under section 509(a)(1) of the Internal Revenue Code of 1954 as amended.

700 N a t i o n a l C i t y B a n k B u i l d i n g , C l e v e l a n d , OH 4 4 1 1 4 T e l e p h o n e (216) 8 6 1 - 3 8 1 0

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Table of Contents The Chairman’s L etter...........................

The Director’s R eport.............................

1982 Grant M ak in g ...............................

Social S erv ices....................................

Cultural Affairs....................................

Civic A ffairs........................................

Education............................................

Health...................................................

Special Philanthropic S ervices.........

Trust Funds, Combined Funds and Supporting Organizations..................

Financial Report......................................

Giving to The Cleveland Foundation . .

Distribution Committee, Trustees Committee and S taff...........

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3 4 5 6 20 32 44 56 68 69 75 79 81

The Chairman’s Letter T he C leveland Foundation attain ed tw o m ilesto n es in 1982. G ran t m aking for th e first tim e reach ed th e $20m illion level, a n d th e Foundation initiated a bold capital in v estm en t in th e com m unity.

G ran t au th o riz atio n s totaling $19,994,274 sp an n e d the full sp ectru m of h u m a n n eed s — from feeding the h u n g ry to em ploying y o u th to n u rtu r­ ing th e elderly. In addition, $3.9 m illion w as invested in th e Bulkley Com plex a d jacen t to th e m ajor th eater resto ra­ tion project u n d erw ay in P layhouse S q u are. O nce again we assu m ed a n a ­ tion al lead ersh ip role: this is believed to be th e first tim e th a t a com m unity foundation h a s tak e n principal assets to p u rch ase real estate to advance the su ccess of p ro g ram s it is supporting.

It is rem ark ab le th a t in five sh o rt y ears th e level of g ra n t m ak in g by this F oundation h as m ore th a n doubled — u p from $9.5 m illion in 1977. The level of activity h a s increased as well, w ith th e n u m b e r of g ran ts auth o rized by th e D istribution C om m ittee rising from 446 to 691. T he g ra n ts are m ade directly to not-for-profit agencies and, in som e cases, to governm ental agencies, in th e five fields of health, education, social services, civic and c u ltu ra l affairs.

In th is try in g period in C leveland’s history, we are fo rtu n ate to be a grow th industry. O ur grow th is possible due to th e generosity of th o u sa n d s of C levelanders who, over th e p a st 70 years, have m ade — an d co ntinue to m ak e — gifts to T he Cleveland F ounda­ tion w hich serve th e n eeds of p resen t a n d fu tu re g en eratio n s here. D uring 1982 th e foundation received $5.9 m il­ lion in new co n trib u tio n s from donors.

T h ese included eight new tru s t funds p lu s ad d itio n s to ex isting funds.

Total assets of T he Cleveland Foundation an d its su p porting organi­ zations had a m ark et value of $259.4

million at the end of 1982. This was a 16 p ercent increase over last y ear’s a s­ sets of $223.7 million. The supporting organizations had assets of $7.4 million.

The Foundation is doubly fortunate th a t its founders showed great fore­ sight in their appeal to donors. They encouraged gifts w hich would en tru st to the F oundation’s future governing boards decisions on how the gifts would be used in light of constantly changing conditions in G reater Cleveland.

They were extraordinarily successful in this regard. Our governing board — th e D istribution Com m ittee — has sig­ nificant latitude in the disbursem ent of approxim ately 80 percent of our incom e. Since our assets now exceed $250 million and our an n u al spending am o u n ts to $20 million, this is quite a bit of discretion. The report which follows is filled with exam ples of re­ sponses to a changing econom y — and a changing national funding m ix — w hich attest to the wisdom of this flexibility.

I wish to express m y gratitude to my colleagues on the D istribution Com m it­ tee, dedicated m en and women, who donate long hours to the exacting task of allocating the Foundation’s income am ong the m any pressing needs of this com m unity. I am pleased to take this opportunity to welcome a new m em ­ ber, Mrs. Ann L. Marotta, who was appointed by the chief judge of the U.S. District Court to fulfill the u n ­ expired term of her husband, Vincent G. M arotta. Finally, m y deep apprecia­ tion is offered to the com petent staff w hich assists us in the im portant work of the Foundation.

I t is r e m a r k a b le t h a t in f i v e s h o r t y e a r s th e le v e l o f g r a n t m a k in g b y th is F o u n d a tio n h a s m o re th a n d o u ­ b le d . In th is tr y in g p e r io d in C le v e ­ la n d ’s h is to r y , w e a r e f o r t u n a t e to b e a g r o w th in d u s tr y .

Q£t.

Stanley C. Pace M a y 1 9 ,1 9 8 3

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The Director’s Report

T h e F o u n d a tio n ’s e f f o r ts to d e a l w ith em erg en cy s itu a ­ tio n s m u s t n o t o b s c u r e th e e n d u r ­ in g q u e s tio n s t h a t e v e r y c o m m u n ity fa ces.

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T he y ear 1982 w as a tim e of testin g for T he C leveland F oundation. C leveland’s m ajor in d u stries w ere operating far be­ low capacity. T h o u san d s of our c ity ’s people w ere unem ployed. M any of our trad itio n al m a rk e ts h ad been cap tu red by foreign producers. New technologies th re aten ed C leveland’s place in the eco­ nom ic affairs of th e nation in spite of a favorable location, a b u n d a n t raw m a te ­ rials an d a skilled w ork force.

T hese conditions led u s to respond quickly an d generously to th e im m edi­ ate n eeds of people h ard h it by recession. In doing so we joined w ith m an y o th er public an d private ag en ­ cies, w ith full know ledge th a t private effort can never be m uch m ore th a n a su p p lem en t to the m ajor public pro­ gram s of assistan ce to those in need.

T he com bined efforts of m any parties produced a strong food b an k th a t draw s its principal supplies from the food in d u stry itself. A broad consor­ tiu m effort led to th e developm ent of food distrib ution centers areaw ide, along w ith provisions for sh elter for th e hom eless. Still other activities s u p ­ ported efforts to m ake hom es and h u m an services agencies energyefficient.

B ut our efforts to deal w ith em erg en ­ cy situ atio n s m u st not obscure the en d u rin g questions th a t every co m m u ­ nity faces, su ch as the quality of its education; the connection betw een job train in g an d th e actual req u irem en ts for em ploym ent; the m an ag em en t of a h ealth care system u n d er duress; and th e future role of the econom y in light of c u rren t pressures. T he Foundation h as had a h an d in each of these fields.

T here is no su b stitu te for stable em ­ ploym ent. T h u s the Foundation has supp o rted a n u m b er of thoughtful long-range program s in econom ic de­ velopm ent th a t hold prom ise in job creation by holding fast the productive en terp rises th a t now exist; by creating conditions suitable for rebuilding sec­ tions of th e city; and by stim u latin g im provem ents in th e train in g of young people for careers in b u sin ess and m an ag em ent.

This is w hy we have p u rsu e d studies and public reporting th a t will give Cleveland a b etter handle on th e state of the regional economy. T his is w hy g ran ts were authorized recently to col­ leges and universities th ro u g h o u t Ohio directed tow ard im provem ent of fac­ ulty com petence in b u sin ess courses.

And th is is an im p o rtan t reason why th e F oundation elected to m ake a pro­ gram -related in v estm en t of $3.9 m illion to p u rch ase the Bulkley Com ­ plex, the largest single real estate holding in the Playhouse S quare area.

The Bulkley initiative, u n u su al in the co m m u n ity foundation field, offered the F oundation a distinctive oppor­ tu n ity in w hich the co m m u n ity ’s goals in both econom ic developm ent and cul­ tu ral affairs are intertw ined. The Foundation h as a long and active in­ volvem ent in helping to build a wide range of professional a rts com panies.

Over the last decade, m any people have w orked tow ard the restoration of three m agnificent th eaters in Play­ house S quare w hich ultim ately will house several of those com panies. Re­ alization of th e laudable and am bitious plan guiding the w ork there — a plan th a t em braces th e revitalization of the dow ntow n busin ess district — will de­ pend on redevelopm ent of properties contained w ithin th e Bulkley Complex.

T he F oundation’s acquisition of the Com plex th u s en su res th a t key Play­ house S quare real estate is controlled largely by parties sensitive to both short- an d long-term goals for the area: The Cleveland Foundation, local gov­ ern m en t and Playhouse Square Foundation.

Every com m unity is alw ays in the m idst of change, of becom ing som e­ th in g new, of adding som ething to its inheritance. A foundation such as ours is a h an d m aid en both to those m en and w om en sensitive to conditions th at w arra n t im m ediate responses — and to those actively engaged in bringing about the necessary long-range ad ju st­ m en ts of policy and practice. This is our m ission and our role.

((pibdj^ C- UrncL&Lirn*xA7\ Homer C. W adsworth M a y 1 9 ,1 9 8 3

S ocial S erv ices $ 5, 332,652 2 6.67%

H e alth $ 3,810,940 19.06%

Civic A ffairs $ 3, 708,916 18.55%

E d u c a tio n $ 3, 515,564 17.58% C u ltu ra l A ffairs $ 2,253,307 11.27% S p ecial P h ila n th ro p ic * $ 1, 372,895 6.87%

The Cleveland Foundation 1982 Grant Making Total Grants Authorized— $19*994,274

* A d m in istra tiv e ex p e n se s in 1982 rep resented 7% o f total g ra n ts a u th o rized by T h e C leveland F oundation.

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Social Services In 1982, th e h ard tim es predicted for G reater Cleveland arrived with gale force. T he com bined effects of pro­ longed national recession, a foundering state econom y, an d federal budget cuts an d /o r changing eligibility require­ m en ts for food stam ps, public assist­ ance, aid to dependent children and child nutrition, am ong other program s, soon left an alarm ing set of statistics in their wake. S tate unem ploym ent clim bed to 14.9 percent (the highest level since the Depression); Cuyahoga C o u n ty ’s average unem ploym ent rate h it 10.4 percent; and in ju s t the last three m o n th s of 1981, nearly 35,000 local “cases” (mostly families) found them selves w ith benefits term inated, denied or substantially reduced.

T h rough o u t 1982, benefits ran out for th o u san d s more.

If the statistics were grim, the h u m an stories were shocking. “After the six­ teen th of the m o n th is w hen th ere’s usually no food stam p s left,” says E dith R., w ho supports herself and four children on Cleveland’s near w est side.

“After th e sixteenth w e’re living on the food th a t I have in the cupboard and it’s all downhill from th ere.” Her case is typical. The C ensus B ureau reports th a t th e terrible b urden of these tim es h as fallen disproportionately on fam i­ lies headed by wom en, and on children, young adults, m inorities an d u n em ­ ployed blue collar w orkers—in short, the “new poor.”

Make no m istake: there w as suffering in G reater Cleveland during 1982. And th e question th a t vexed the city’s leaders w as how best to com bat th a t suffering th ro u g h delivery of h u m an services at a tim e of increased dem and a n d depleted resources.

In an a tte m p t to address the problem, T he Cleveland Foundation h as adopted an elastic policy it hopes is both respon­ sive a n d realistic. Several of the articles w hich follow attest to the F oundation’s ability to size up em ergency needs and act swiftly upon them . Such flexibility h as alw ays been a hallm ark of the com ­ m u n ity foundation concept.

H u n ger C e n te r : “W ithout a strong n ation al p la n fo r solving the p ro b le m s of th e poor, ” s a y s a s ta ff m em ber, “all our w ork w ill go fo r n a u g h t. "

But the Foundation m u st also con­ tinue to em phasize the lim itation of its own resources—indeed, the com bined resources of Cleveland philanthropy —in facing issues of such m agnitude.

The sam e point is m ade in a different way by a staff m em ber at a local hunger center. “W ithout a strong national plan for solving the problem s of the poor,” he says, “all our work will go for naught.

We’ll keep falling deeper in the hole.

W hat w e’re doing is all Band-Aid stuff.”

In 1982, then, the Foundation re­ stated its com m itm ent to help local agencies tow ard the long-term stren g th ­ ening of their services through solid planning and m anagem ent. W ithout turning away from the current crises in basic needs, the Foundation tried to use some am ount of its available funds to see beyond those crises.

T h ere w a s s u ffe r ­ in g in G re a te r C le v e la n d in 1 9 8 2 .

T h e s t a t i s t i c s w e re g r im , th e h u m a n s to r ie s sh o c k in g .

H u n ger C e n te rs S to c k Up To S e rv e C ity ’s “N ew P o o r” W hen it was organized in 1974, the Hunger T&sk Force (HTF) of the G reater Cleveland Interchurch Council ran eight hunger centers. For the m ost part, the centers served the em ergency needs of those people whose welfare checks or other outside income had been delayed.

Eight years later, it’s another story.

Now 15 hunger centers—10 on Cleve­ land’s east side, five on the w est—grap­ ple with w hat a staff m em ber calls “the outright, sheer desperation of people looking for som ething to eat.” In 1982, HTF provided em ergency food for 260,193 people, 47 percent of whom were children. T hat total represented a 102 percent increase over 1981, and am ounts to nearly one-fifth the popula­ tion of Cuyahoga County. Six percent cam e to the centers to m ake up for a lag in getting a public assistance check; ten tim es th at n um ber cam e to try to m ake up for inadequate public assistance, or a reduction or loss of food stam ps.

T hat the new poor largely account for the m ushroom ing statistics is clear from even a cursory look at the hardest hit centers. For the first time, m any people, including a significant num ber of blue collar workers, are com ing from the suburbs. “For these people, coming to a hunger center is a jo lt,” reports a staff m em ber. “People call up on the phone and cry. We used to get dona­ tions from families who are now in need.”

A Cleveland Foundation grant of $228,850 over two years is supporting the purchase of increased quantities of

T he q u e s tio n th a t v e x e d th e c i t y ’s le a d e r s w a s h o w b e s t to d e liv e r h u m a n s e r v ic e s a t a tim e o f in c r e a s e d dem an d an d de­ p le te d re so u rc e s.

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T h e F o u n d a tio n s iz e d up em erg en cy n e e d s a n d a c te d s w i f t l y u p o n th e m .

B u t it m u st con ­ tin u e to e m p h a s iz e th e lim ita tio n s o f its ow n resou rces in f a c in g is s u e s o f s u c h m a g n itu d e .

T h e 15 h u n g e r c e n te r s g r a p p le w ith w h a t a s t a f f m e m b e r c a lls th e 44o u tr ig h t, s h e e r d e s p e r a tio n o f p e o p le lo o k in g f o r s o m e th in g to e a t. ”

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food for all 15 centers. Much of the food is p u rch ased by HTF for a sm all fee from the not-for-profit G reater Cleve­ land C om m unity Foodbank, w hich ac­ cepts bulk donations of su rp lu s perish ­ ables an d canned goods from grocery chains an d distributors.

The grant, w hich requires a two-toone m atch by other area funders in the second year, also establishes three new congregate m eal sites, w here clients can get hot m eals the last w eek of every m onth. These locations serve about 150 people per meal.

The H unger Tksk Force is rem arkable for its reliance on volunteers. T hirteen of the 15 h unger centers use only one paid staff m em ber; and at the con­ gregate m eal sites, all the hot dinners are prepared by volunteers—a force w hich usually includes som e of the peo­ ple being served. Of course, volun­ tarism has been a strong ten an t of the Interchurch Council since it w as form ed in 1911; HTF can draw on a Cleveland m em bership base of nearly a half-million people.

Most of the hunger centers operate out of churches. After referral by a local agency, a client can visit a prescribed center once every two m onths (before the cu rren t em ergency began, the rule w as every three m onths). The client is given a three- to five-day supply of groceries for his or her family.

Volunteer nutritionists m ake certain th a t the grocery b ag s—which contain canned and dry goods and perishables —aire as well balanced and high in pro­ tein as food availability will allow.

Despite HTF’s dedication, there is no catching up with the need. “The m ore food we have,” says a frustrated staff m em ber, “the m ore we give out. We ru n out of food m ost m onths at m ost cen ters.” The Cleveland Foundation grant, therefore, has also enabled the agency to step up its advocacy efforts, w ith som e success. In a tim e of c u t­ backs, Cuyahoga County Com m is­ sioners actually increased the allotm ent to em ergency hunger centers. The agency has seen support from Cleve­ land ch u rch congregations and busi­ nesses double, and contributions from the general public triple. And last su m ­ m er’s Robin Hood Ball—co-sponsored

by the City of Cleveland, Catholic C harities an d several labor u n io n s— produced th o u san d s of can s of food.

F u n d e rs P u ll T o g e th e r To T a c k le H u n g e r /S h e lte r N e e d s Not long after the F o u n d atio n ’s Distri­ bution Com m ittee authorized the large g ran t in su pport of th e Interchurch Council’s h u n g er centers, a task force of com m unity food providers an d referral agencies issued the m ost sobering report to date on the dim ensions of the a re a ’s h u n g er problem .

Cleveland F oundation staff respond­ ed to the w arning by bringing together actual and potential funders of basic needs from the private sector as well as governm ent officials, representatives of religious organizations and planning bodies, an d other concerned individ­ uals. Out of these m eetings was formed the C uyahoga Em ergency Funders Group (CEFG), a chance, according to one m em ber, “to have greater im pact by pulling together th a n we could have separately.”

CEFG w as conceived as a tem porary central funding source in food and sh elter—a “one-stop sh o p ” th a t could stream line the funding process for dozens of social services agencies and provide help fast, in tim e for the w inter of 1982-83. From the outset, however, its 14 m em bers were determ ined not to create another new “super agency.”

A dm inistered by United Way Ser­ vices, CEFG began m aking grants in Decem ber 1982 from about $1.2 million com m itted by the funders over an d above their usual support for basic needs; m ost of the group's original funds have since been disbursed.

The em ergency m echanism devel­ oped by the funders has been m arked by thoughtful plans and strategies. Tak­ ing advantage of a d ata analysis the Federation for C om m unity Planning had provided for the com m unity task force, CEFG was able to get a handle on the areas of the county th a t were com ­ paratively well served—and those th at were not. In certain suburbs, w here need was ap p aren t b u t launching a h unger center or a hot m eal site could not be justified, the funders supported a new voucher system through the Inter­ church Council.

Early on, the F unders G roup invited a n u m b er of the c o u n ty ’s providers to the m eetings, an d their testim ony proved invaluable. For exam ple, although the funders h ad originally elected not to su p p o rt th e purchase of equipm ent, they reversed th a t decision. It becam e clear th a t w ithout additional refrigera­ tors a n d shelf space, the h u nger centers —m ost of w hich are ru n o ut of church b asem en ts an d com m unity centers —sim ply could not expand their ser­ vices.

The g ro u p ’s criteria for funding was carefully th o u g h t out, w ith the need of an applicant agency’s geographical area given top priority, an d other fac­ tors such as accessibility an d a proven record of em ergency food distribution also figuring in the decisions.

Nevertheless, the group tem pered som e of th e d em ands its individual m em bers often m ake on grantees.

“W hat we tried to keep in m in d ,” said th e U nited Way staff m em ber who coor­ dinated the project, “w as th a t in m any cases we were dealing w ith grass-roots organizations who couldn't have been less sophisticated in their presen ta­ tions. You’re lucky if you can read some of the proposals you get. But th a t lack of sophistication d id n ’t m ean agencies co u ld n ’t do the jo b .”

T he Cleveland Foundation granted nearly $300,000 to help m eet basic needs th ro u g h the Em ergency Funders G roup—$200,000 for food and $90,000 for shelter, w hich supported 200 beds a t the Salvation Arm y an d the Volun­ teers of America.

C o u rt S e ttle m e n t S e n d s $ 1 5 - 1 8 M illio n to C h a r ity A m odest six-m onth Cleveland F ounda­ tion g ran t of $4,760 to the Federation for C om m unity Planning is playing a pivotal role in helping $15-18 million w orth of food find its w ay to ch arity .

In an unprecedented 1982 case, a U.S. district judge approved the settle­ m en t of a class-action su it against three Cleveland su p erm ark et chains for al­ leged price-fixing. The judge aw arded a $ 20 -million recovery to the area.

T he court directed th a t the settle­ m en t be paid out in ten grocery p u r­ chase coupons totaling $ 20 , m ailed to each of 1 million households selected random ly in G reater Cleveland s sevencounty area. The term s of the settle­ m en t specified a piecem eal redem ption

process lasting five years, with all u n re­ deem ed coupons credited to charity.

But which charities? And in w hat ratios? Asked to m ediate the im ple­ m entation process as a com m unity ser­ vice, The Cleveland Foundation brought together 30 representatives from charitable agencies in all seven counties, m ajor service providers and the Federation for C om m unity Plan­ ning. During the ensuing m onths, as this ad hoc task force worked toward a solution, it participated in occasionally tense discussions with m any agencies and delicate negotiations with the plaintiffs, the defendants and the court.

Once a true com m unity plan em erged and was approved by the court, the Foundation, appropriately, rem oved itself from direct involvem ent in the process. Work at the Federation, however, continues on the project, with some of its adm inistrative costs su p ­ ported by the Cleveland Foundation grant. The Federation provides staff assistance, reviews each charity w ish­ ing to benefit from the distribution system , and each year will staff the seven-county com m ittee, which re­ quires formal court appointm ent.

The plan has worked well. An unoffi­ cial public aw areness cam paign, led by area churches, has resulted in a higherthan-expected rate of nonredem ption.

An initial allocation of $300,000 in food recently was picked up from super­ m arket w arehouses for distribution to accredited charities by the Greater Cleveland Com m unity Foodbank, Lorain Com m unity Cupboard and Akron Area Foodbank.

Federation staff have developed some new skills along the way, poring over superm arket price lists of up to 10,000 items, and negotiating w ith the chains to get the best deal for the social ser­ vices agencies. The complexities of com parative shopping conducted on this scale can be staggering. As a Fed­ eration staff m em ber notes with a weary laugh, “There are tw enty differ­ ent brand nam es of p e a s—and every­ thing else.”

The C uyahoga E m e rg e n c y F u n d­ e r s G roup w a s co n ­ c e iv e d a s a te m ­ p o r a r y f u n d in g so u rc e f o r f o o d a n d s h e lte r , a "ones to p s h o p ” th a t c o u ld p r o v id e h e lp f a s t , in tim e f o r th e w in te r o f 1 9 8 2 -8 3 .

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"N ew P o o r ” L e a rn To C ope w ith C le v e la n d 's H a rd T im e s In th e cu rren t econom ic environm ent, social services agencies are not the only ones w ho m u st stretch lim ited re­ sources; the sam e is required of their clients. But w hat about the people who have never before know n poverty? Who will teach them how to pull back from th e often m indless consum ption and w astefulness th a t for years were the by­ products of A m erican affluence?

In two sm all b u t productive projects funded by the Foundation, agencies are playing the role of te a c h e r—and the lesson for today is: how to do m ore w ith less.

■ The West Side Ecum enical Ministry, a 16-year-old h u m an services agency for 35 w est side churches, recently began an eight-week course for lowincom e families w ith a title th a t does not lack for explicitness.

“The Basic Survival P rogram ” h as th u s far g raduated 35 families w ith a syllabus th a t includes basic nutrition, econom ical cooking, budgeting, p rin ­ ciples of shopping and energy-saving techniques. The m aterials can be eyeopening: “If you w atch TV,” says the pastor who directs the agency, “you th in k you need 18 different household cleaners. We w hittle th a t down to three basic types. And we destroy the m yth th a t you need expensive m eat to get protein, w hen certain beans or whole w heat will do quite nicely.”

The p rogram ’s half-time coordinator calls Basic Survival a success w hen a family show s m arked im provem ent in the nutritional value of food they pre­ pare, or w hen they save at least $20 per week in food bills. W ithin a few years, the Ministry w ants all teaching to be done by graduates of the course, and plans to be serving 200 families a year.

■ The Cuyahoga County Cooperative Extension Service, the agricultural and hom e economics arm of Ohio State Uni­ versity, has identified a fairly specific constituency for its consum er educa­ tion project: families enrolled in the

“ B a sic S u r v iv a l P rogram ” C ooking C lass: teaching low -incom e clien ts how to do m ore w ith less.

a re a ’s food stam p program who do not receive other form s of public assistance.

Generally, th a t m eans the new poor.

This is an im portant and often over­ looked constituency. “People who qual­ ify only for food sta m p s,” says the pro­ g ram ’s director, “often fall through the cracks a t other agencies. We try to help them realize they can help them selves —before they becom e defeated.”

Like the Ecum enical Ministry, the Cooperative Extension people, in coop­ eration w ith the C uyahoga County Wel­ fare D epartm ent, espouse m any basic cost-cutting techniques. But here the “classroom ” is one of two area neigh­ borhood service centers w here clients w ait in line to becom e certified for food stam ps.

These are people, says a staff m em ­ ber, ap t to be “angry and discouraged at the sy stem .” Breaking dow n the hos­ tility can take time. In m aking an initial approach, a program assistan t says som ething like, “I have free inform ation on how you can cope w ith less sp en d ­ ing pow er,” and h an d s th e prospective client a lively brochure. Pictured is a cartoon m erry-go-round called the

w orry-go-round.” Instead of horses, rising food prices, inflation an d other anxieties gallop on an d on. The caption: Too m u ch m o n th left at the end of the m oney!”

Co-op extension staff know half their

battle is salesm anship. A nother brochure prom ises, Pick your own veggies an d save two thirds!” Though it m ay take staff several visits to develop tru st, th e client usually com es around.

And w hen th a t happens, Co-op staff are ready to provide a variety of on-site counseling services tailored to in­ dividual need, including referrals (‘‘Have you tried L utheran H ousing?”), an d m ay even offer som e help in b u d ­ geting a t a fam ily’s hom e.

K e y A g e n c ie s S tr e n g th e n D e liv e r y o f H u m a n S e r v ic e s Three agencies supported by the Foun­ dation are in the first stages of develop­ ing im p o rtan t new program s, capabili­ ties and plans th a t should m ake the de­ livery of h u m a n services in G reater Cleveland m ore effective, m ore effi­ cient.

■ Certainly no agency staff in the area operates on greater overload th an the C uyahoga C ounty Welfare D epartm ent, w hich am ong m an y other responsibili­ ties serves all children who are actively or potentially abused or neglected. The agency h as legal custody of children in som e 4,500 families who require case­ w ork or som e form of h u m an services.

It is an ever-shifting, never-catch-up p attern , w ith 835 new cases tu rn in g up in 1982 alone. The d e p artm en t’s sys­ tem s to handle those n u m b ers are cu m ­ bersom e an d m ostly obsolete, with heavy reliance on file cards. “If a 10 -year-old abused child is brought late in the day by the police to the C hildren’s C enter,” says a staff m em ber, “for the sake of th e child we should be able to get him into a foster hom e th a t night. But we have no easy w ay of pinning down w here beds for 10 -year-olds m ay be available. Or som ebody calls us to report a case of abuse or neglect, an d it tak es us forever to see if the child is even in the system . Several weeks m ay go by before we realize th ere’s already a w orker assigned to th e family!”

The agency h a s n ’t even a way of know ing the geographical distribution of its clients—where they come from, w here they live currently. By and large, individual casew orkers keep their own records. And as the n um ber of children referred to the system grows, so does the list of hard-core inform ation required by federal and state governm ents.

E nter the Child and Youth Centered Information System (CYCIS), which looks like one answ er to a welfare de­ p a rtm e n t’s prayers. Developed in the early 1970s by the Institute for Societal Research, a W ashington, D.C. think tank, with support from the E dna Mc­ Connell Clark Foundation, CYCIS’ com ­ puterized data collection system has proved a boon to a num ber of state wel­ fare program s. For the first time, the system was recently plugged into a county structure (nearby Summit).

With a Cleveland Foundation plan­ ning grant of $22,600, the design of CYCIS’ “softw are” is being adapted to suit the local configuration. Its potential im pact on planning cannot be over­ stated. The agency finally will have a m astery over em erging trends th at should affect the entire budgetary proc­ ess. “Do we need more teen hom es?

Group hom es? W here are the needs grow ing?” a staff m em ber w onders aloud. “Many tim es these days we d o n ’t know how best to allocate resources th at are increasingly lim ited.” CYCIS, once it is up and ru n ­ ning, could be the lifesaver predicted by welfare officials.

No a g e n c y s t a f f in th e a r e a o p e r a te s on g r e a te r o v e rlo a d th a n th e C u y a h o g a C o u n ty W elfare D e p a r tm e n t—y e t th e D e p a r tm e n t’s re c o rd -k e e p in g s y s t e m s a re c u m b e rso m e a n d m o s tly o b s o le te .

■ In a m ajor m etropolitan area, the m anager of a hum an services agency had better be versatile: every day he or she m ust exercise sound jud g m en t in fiscal m anagem ent, social policy devel­ opm ent, program planning, fund devel­ opm ent, collective bargaining, volun­ ta rism —even m arketing.

But 95 percent of the executive offi­ cers of Cleveland’s 1,400 hum an ser­ vices agencies have no formal m anage­ m ent training. In a com m unity where

ll

A g e n c ie s a re c o m in g to r e a liz e t h a t v o lu n te e r s c a n m a k e v a lu a b le c o n tr ib u tio n s in a n u m b e r o f p a ra p r o f e s s io n a l p o s itio n s .

12

n eeds currently increase as available funds decrease, th a t know ledge gap can no longer be tolerated.

T he School of Applied Social Sciences (SASS) a t Case W estern Reserve U niver­ sity is using a Foundation planning g ran t of $ 137,640 to take a look a t the problem , an d is asking questions th a t could change som e basic assum ptions ab o u t the n atu re of social services. “ In the h u m a n services, m easu re­ m ent, for exam ple, is often talked about b u t rarely done,” says the school’s associate dean for com m unity pro­ gram s. “Many people in the field believe there are ju s t too m any factors you c a n ’t effectively m easure —such as the w ellness of the client or the im ­ provem ent in his quality of life.”

The associate dean isn ’t sure those factors are m easurable either, b u t he know s th a t others are. He know s th a t in b usiness parlance, “o u tp u t,” “in p u t” an d “productivity” are im portant in ­ dicators w hich have equivalents in the delivery of social services, and th a t delivery could be im proved if all agen­ cies used th em to get a grip on such basic issues as “u n it cost” and “prod­ u ct m ark eting.”

During the early m o nths of the proj­ ect, SASS staff hope to find out how the m an ag em ent of h u m an services is dif­ ferent from, and sim ilar to, business m anagem ent. Leading the exploration is a steering com m ittee com prised of b usiness leaders, academ ics (including several professors from CWRU’s Weatherhead School of M anagement), and h u m an services executives. The project team also is reviewing all literature related to the applicability question.

By 1984, SASS envisions conducting a series of w orkshops for area agencies in m arketing and m easurem ent, and publishing several “How To” books on these topics, am ong others. By then, the school should be in a good position to help the com m unity’s h u m an ser­ vices learn from the best thinking the world of business has to offer.

■ “A road m ap is needed to address the com plicated environm ent successfully, and a m echanism is needed to com ­ m unicate plans and generate su p p o rt.”

So concluded board a n d staff of U nited Way Services of Cleveland upon deciding to un d ertak e the ag en cy ’s first long-range plan in 12 years.

W ith the aid of a $40,000 Cleveland Foundation m atching grant, United Way has launched a com prehensive sixphase planning process w hich, w hen com pleted, will provide em ployees, volunteers and its 175 local constituent agencies w ith clear goals for the future.

T he effort is being led by a steering co m m ittee—and several task forces—of com m unity leaders. Staff from National United Way have also been helpful in reporting on approaches taken by other m ajor cities.

The early m o nths of the w ork have included a “capabilities assessm en t,” an analysis of organizational strengths an d w eaknesses involving interview s w ith constituent agencies and some 140 com m unity leaders; and an “en­ vironm ental sc a n ,” an exam ination of the econom ic, technological an d en­ vironm ental conditions w hich are sh ap ­ ing the need for and delivery of hum an services in the difficult 1980s.

V o lu n te e rs O ffer P a n o p ly o f P a r a p r o fe s s io n a l S e r v ic e s Cleveland’s h u m an services agencies, their resources strained, are turning in­ creasingly to volunteers for su p p o rt— and for a different kind of support than in years past. No longer does signing up for an afternoon a w eek at a local agen­ cy necessarily m ean four hours of enve­ lope stuffing and telephone answering, unless the volunteer h as a p enchant for envelopes or telephones.

As agencies upgrade and consolidate their own m an ag em en t system s, they often com e to realize th a t volunteers can m ake valuable contributions in a n um ber of paraprofessional positions.

Several Cleveland F oundation grants aw arded to distinctive volunteer pro­ gram s in 1982 illustrate the trend.

■ Alcoholism Services, w hich special­ izes in outpatient tre atm e n t of persons afflicted w ith the disease of alcoholism, is w orking to establish an ongoing volunteer program of som ew hat m a m ­ m oth proportions. W ith a Cleveland Foundation grant of $184,861, the agency, w hich had never used volun­ teers in an organized way, hopes to have several hundred on board at the end of the g ra n t’s three-year period.

R SV P V o lu n teer T u toring in th e E u clid Schools: seniors vitally connected to their com m u n ity.

U nder th e supervision of a profes­ sional volunteer task force leader, the agency h as charted eight perm an en t program s for volunteer work, including such nontraditional responsibilities as tre atm e n t groups (where volunteers serve as m uch-needed supp o rt for pro­ fessional staff) an d client follow-up.

Many of the volunteers have som ething very special to give the outpatients; they are form er clients them selves, or relatives an d friends of cu rren t clients.

The flexibility of volunteer hours is ideal for an agency th a t m u st deliver so m any of its services on w eekends and

evenings. “Clients often call us for help,” says the agency’s director, “but it is the nature of the disease th at they m ay not continue to m ake the best choices. We use volunteers heavily in the phone follow-ups. They can stay on top of a situation by calling a client at 9 p.m., and closing with, ‘I’ll call you back next w eek.’ ” Som etim es volunteers can step into outpatient situations inappropriate for professional staff to enter. “There m ust be certain boundaries betw een a th era­ pist and a client; w ithout the walls,

13

N in e ty -fiv e p e r c e n t o f th e e x e c u tiv e o ffic e r s o f C leve­ la n d 's 1 ,4 0 0 h u m a n s e r v ic e s a g e n c ie s h a v e no fo rm a l m an age­ m e n t tra in in g .

T h a t k n o w le d g e g a p c a n n o lo n g e r b e to le r a te d .

14

there is a client dependency an d dif­ ficulty in achieving an independent life,” th e new volunteer leader points out. “But a volunteer can develop a p eer relationship w ith a client—can call an d say, ‘L et’s go to a football gam e!’

“As alcoholics begin to recover, they need b etter options for healthy living.

Volunteers can help provide those op­ tio n s.”

■ Here is an intriguing tu rnaround: in­ stead of supplying services for the elderly, there is an agency th a t recruits the elderly to supply services for others.

It is the Retired Senior Volunteer Pro­ gram (RSVP), whose 2,200 volunteers, 60 to 94 years of age, donate their tim e and in m any case expertise to 115 notfor-profit organizations in Cuyahoga County.

This is a national program funded u n d er the Federal Domestic Volunteer Services Act of 1973 and form ed locally th a t year w ith m atching funds from The Cleveland Foundation and the City of Cleveland. A $20,000 Foundation gran t authorized in 1982 is helping the agency broaden its base of support d u r­ ing a period of federal cutbacks.

RSVP seniors are all over the city, tutoring children in the Euclid schools and paraplegics at Cleveland Metro­ politan General Hospital; counseling patients about to go through open h eart surgery at St. Vincent C harity Hos­ pital—even boiling skulls and bones at the Cleveland Zoo. Everybody wins: organizations, clients—and perhaps m ost of all the seniors. At a tim e in life w hen m any people are prone to loneliness, loss of identity, and a world view th a t m ay not extend beyond a cram ped ap artm en t and a few surviving friends, these seniors rem ain vitally connected to their com m unity.

Alex, for example, m ay be 94, but th a t h a s n ’t kept him from volunteering at Cleveland Psychiatric Institute every Tuesday for the past six years. A retired toolm aker, he goes into locked wards, playing cards with and talking to young people, m any with drug-related prob­ lems.

“We discouraged him from tak in g the assig n m en t,” says the ag e n c y ’s direc­ tor, shaking her head, “b u t he insisted!”

■ A R om anian im m igrant arrived on Cleveland’s w est side in the m iddle of the night a t w hat he th o u g h t w as his b ro th e r’s doorstep. B ut it w a sn ’t. A let­ ter from the brother an n o u n cin g a new address h a d n ’t m ade it to R om ania in tim e. T he im m igrant panicked. The police found the correct address on the other side of to w n —b u t only w ith the help of a volunteer who, quite literally, spoke the right language.

Since 1972, the Language Bank of Cleveland, a project of the Nationalities Services Center, has helped those p er­ sons living in or visiting the city who speak languages other th a n English.

The organization provides free inter­ pretatio n /tran slatio n on request 24 hours a day, seven days a week through one of two telephone num bers.

This it does w ith a n all-volunteer force—360 of them , who account for 58 different languages. In a tow n like Cleveland, w ith its rich ethnic m akeup (74 different language groups), there is indeed a m ark et for the service, which the Foundation supported in 1982 with a $9,300 g ran t over three years. As agency staff observe, translation is not unlike fire or police protection in th at “W hen you need it, you really need it.”

The Language B an k ’s Cleveland vol­ unteers, m ostly first- or second-genera­ tion Am ericans, are called upon to solve a range of com m unications problem s as diverse as their languages. They m ay find them selves sum m oned to a bus depot a t 2 a.m ., w here a visitor to the city can do nothing m ore th an point to his or her country on a world m ap kept there for precisely th a t purpose. Spe­ cially trained volunteers accredited by the D epartm ent of Ju stice m ay be asked to translate in local cases involv­ ing political asylum or deportation.

They m ay help doctors and nurses give instructions to a w om an in labor. Some translators have m ade a difference be­ tw een life and death.

Despite the unpredictable, “on call” nature of the work, volunteer staff report little turnover in the loyal inter­ preters. Many of the volunteers, it seem s, once felt the sam e m ixture of frustration and fear th a t now afflicts the people they help.

F e d e r a tio n E x p lo r e s T ough I s s u e s in J u v e n ile J u s tic e “Juvenile crim e in Ohio is not ju st kid stuff,’’ w arn th e co-directors of a statew ide project to develop m ore effec­ tive intervention program s an d tre a t­ m en t for juveniles who have com m itted violent or repeated serious offenses. Of th e 77,000 persons arrested in the state last y ear for violent crim es and serious property offenses, 25,000 were ju v e­ niles. Most, according to th e co­ directors, were 16- or 17-year-old boys, m an y non w hite, from m ajor m etro­ politan areas, w hose m ost frequent serious convictions were burglary or theft.

In the Ohio Serious Juvenile Offender Project sponsored by the Federation for C om m unity P lanning an d supported in 1982 by a tw o-year g ran t of $382,450 from T he Cleveland Foundation, the co-directors an d their staff have taken on a question th a t has troubled public officials an d com m unity leaders for years: how should serious offenders be handled by Ohio’s juvenile justice system so these you th s do not become ad u lt offenders?

As the project unfolds, the Federa­ tion hopes to assist juvenile courts, state agencies an d com m unity organi­ zations in developing services for youth offenders. Additionally, the project is to serve as an inform ation clearinghouse on juvenile crime, identifying the best approaches to the problem from all over th e country for consideration by C uyahoga County an d Ohio’s m ajor u rb an areas.

The Federation’s applied research, in the form of needed base-line studies, is forcing justice planners to deal w ith tough issues th a t tend to be avoided. T he second in the project’s series of “ Inform ation B ulletins,” for exam ple, describes the initial effects of Ohio’s 1981 A m ended S ubstitute House Bill 440.

T he recen t bill specifies th a t only y o u th s who have com m itted serious of­ fenses can be incarcerated in state in­ stitu tio n s operated by the D epartm ent of Youth Services (DYS) a t the discre­ tion of th e juvenile court. If the court com m its a y o u th to DYS, m inim um sentences are required.

T he change in the law is significant.

In the past, for instance, y ouths who were guilty of m inor offenses could be com m itted an d no statu to ry m inim um

sentences were imposed. Also, under the old law, DYS could place juveniles in its custody in com m unity settings where they were supervised by depart­ m ental personnel: th a t practice is now prohibited. “One reason total popula­ tion is rising in DYS institutions,” says the project’s co-director, “is th at the num ber of new adm issions did not fall after H.B. 4 4 0 —even though th at was the apparent intent of the legislature.”

According to the study, overcrowd­ ing in juvenile institutions could have serious consequences. It jeopardizes residents. It dim inishes the effective­ ness of rehabilitation program s. It could lead to the prem ature release of youths. And it could lead to federal court intervention in Ohio’s justice system . The bulletin posits several ac­ tions th at could be taken to change the trend tow ard greater overcrowding.

Co-directors of the project, which has offices in both Cleveland and Colum ­ bus, are the Federation’s director of research and a w om an recognized as one of the nation’s leading experts in the juvenile justice field. Although the Foundation norm ally does not support statew ide program s, the Distribution Com mittee agreed with Federation staff th a t its proposed focus on the sta te ’s six m ajor u rban counties was the only way to get at the problem.

The project is bound to generate con­ troversy. “In Ohio and other states, juvenile justice system s are being criticized for failing to rehabilitate y o u th s,” the co-director says. “In m any cases, this criticism is accom ­ panied by public pressure to ‘get tough' with juveniles or to handle of­ fenders w ithin the adult justice system .

But getting tough is not enough.”

T he L a n g u a g e B a n k 's v o lu n te e r s , m o s t ly f i r s t - or se c o n d -g e n e ra tio n A m e ric a n s , a re c a lle d u p o n to s o lv e a ra n g e o f c o m m u n ity p r o b ­ le m s a s d iv e r s e a s th e ir la n g u a g e s.

15

A lc o h o lism S e r v ic e s o f C lev ela n d , I n c .—Establishm ent of an ongoing volunteer program over three years $ 1 3 9 ,1 5 2

Social Services Grants

A m erica n R ed C ross, G rea ter C lev ela n d C h a p te r —Com m unity training program (third year) $ 2 0 ,6 1 6 B e e c h B ro o k —Additional start-up funds for the Staff Home Project for the m ildly r e ta r d e d ........................... $ 5 ,0 0 0 Installation of residential automated Child and Youth Centered Information System (CYCIS).........................$ 1 5 ,0 0 0 B erea C h ild ren ’s H om e—Day Treat­ m ent Program for the 1982-83 school y e a r ................................................$ 2 9 ,2 7 7 B e tte r w a y , Inc., E lyria, O h i o Outward Bound program over two y e a r s ............................................. $ 2 0 ,1 6 0 Big B roth ers/B ig S is te r s , F in d lay, O h io—Revision of com m unity resources directory for the Hancock Countv Coordinating Council * $ 1 ,3 5 0 Big B roth ers/B ig S is te r s o f G reater C le v e la n d —Youth em ploym ent and training project ..........................$ 1 4 ,8 1 4

C h ild ren ’s D e fe n s e F u n d , W ashing­ ton , D .C .—Establishm ent of an Ohio office for the Children’s Defense Fund over two y e a r s .......................$ 1 0 0 ,0 0 0 C h ild ren ’s O n cology S e r v ic e s o f N o r th e a ste r n O hio, In c .—Ronald McDonald House, a temporary hom e for families of children hospitalized for cancer or other serious illnesses (fourth, fifth and sixth year) . $ 3 0 ,0 0 0 C ity Club F orum F o u n d a tio n , Inc. —Senior citizen attendance at weekly forum s e r ie s ............ $ 4 ,4 0 0 C le v e la n d C ou ncil o f Cam p F ire, I n c .—Field-testing of nonsexist coeducational materials for fourth, fifth and sixth g r a d e r s...................... $ 2 ,9 3 5 T h e C lev ela n d F o u n d a tio n (Inc.) — Support of hunger needs through Cuyahoga Em ergency Funders Group

$ 100,000 Technical assistance to Prodigal Youth and Family S e r v ic e s ....................... $ 5 0 0

Boy S c o u ts o f A m erica, G reater C levelan d C ouncil No. 4 4 0 —Four new Cub Scout programs . . . $ 8 ,5 5 0

T h e C lev ela n d I n te r n a tio n a l Pro­ gram for Y outh L e a d e r s an d S ocial W ork ers, I n c .—Technical assistance using foreign consultants having ex­ pertise in aging and industrial social work over 21 m o n t h s ..........$ 1 1 9 ,0 0 1

B o y s’ C lubs o f C levelan d , In c .— Youth Survival Project for inner-city youth (fourth year).....................$ 2 0 ,0 0 0

C lev ela n d P rogram for S e x u a l L e a r n in g —Operating support (fifth y e a r ) .......................................... $ 6 9 ,6 0 4

CIT M ental H ealth S e r v ic e s — Provision for day treatment services for psychiatrically disabled residents of eastern suburbs over two years S 6 2 .4 6 2

T he C lev ela n d S o c ie ty for th e B lind —Operating support ............ $ 3 1 ,0 0 0

The C ancer P roject, In c .—Informa­ tion and training program for Inner City Renewal Society m inisters and lay volunteers in managing stress of serious illness (second year) . $ 2 3 ,9 9 0 Case W estern R e se r v e U n iv e r sity —Human Services Management Proj­ ect over 18 m onths ............ $ 1 3 7 ,6 4 0 Publication of Project Fair Play reports on the Aid for Dependent Children (AFDC) program ......................... $ 5 ,0 0 0 C en ter for H um an S e r v ic e s — Divorce Mediation Project over three y e a r s .......................................... $ 3 2 ,0 0 0 Parent Resources Project—Tbt Line $ 3 ,3 0 0 Social worker at The Carter Manor $ 2 ,5 0 0

16

T he C h ild ren ’s A id S o c ie t y —School building renovation project $ 100,000

C lev ela n d S ta te U n iv e r s ity — 1982 W omen’s Legal Rights Workshop of the W omen’s Law Caucus . . $ 1 ,5 0 0 Street Law program for m ental health facilities (second y e a r ) ..........$ 2 0 ,0 0 0 C o m m u n ity A c tio n C om m ission , F in d la y , O h io —Hancock Senior Transportation Program over two y e a r s * .......................................... $ 9 ,0 0 0 Purchase of a van equipped to serve the elderly and handicapped*

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

$ 2,000

C ouncil on D o m e stic V io len ce , Inc., F in d la y , O h io—Interim funding for the Domestic Violence Shelter*

$ 20,000 C ouncil for E conom ic O p p ortu n i­ t ie s in G reater C le v e la n d — Assistance to the Spanish American Committee for review and assessm ent of its internal m an agem en t. . $ 2 0 ,3 1 9

C u yah oga C o m m u n ity C o lle g e — Displaced hom em akers in transition $ 1 5 ,0 0 0 C u yah oga C ou n ty B oard o f Com ­ m is s io n e r s —M anagement study of the Division of Social Services of the Cuyahoga County Welfare D ep a rtm en t................................$ 1 0 ,0 0 0 Youth Services Coordinating Council’s sum m er youth program . . . . $ 8 5 ,0 0 0 C u yah oga C ou n ty W elfare D ep art­ m e n t —Crippled and handicapped children’s fu n d ............................. $ 8 ,0 0 0 Feasibility study for automated Child and Youth Centered Information System (CYCIS)........................ $ 2 2 ,6 0 0 “Give-A-Christmas” program through the Special Opportunity and Service F u n d ...............................................$ 5 ,5 0 0 C u yah oga M etro p o lita n H ou sin g A u th o r ity —Solar greenhouse project $ 3 ,0 0 0

T he F ree M edical C linic o f G reater C le v e la n d —Development of a history of The Free Medical Clinic of Greater Cleveland ................................. $ 3 0 ,8 8 5 T he G olden Age C en ters o f G reater C le v e la n d —Improvement of the m anagement information system $20,000

G oodrich-G annet N eighborhood C e n te r —Renovation of present facility and incorporation of the senior pro­ gram into Goodrich-Gannett Neighbor­ hood C enter.............................. $ 2 6 ,8 6 0 G oodw ill In d u str ie s o f G reater C le v e la n d —Rebuilding and expan­ sion of the collection system $ 2 5 ,0 0 0 T he G reater C levelan d In terch u rch C o u n cil—Assistance in search of a new executive d irector..............$ 2 ,0 0 0 Food for Cleveland Project over two y e a r s .........................................$ 2 2 8 ,8 5 0

T h e E n v ir o n m e n ta l L aw I n s titu te , W a sh in g to n , D .C .—Winter 1982 Environm ental Roundtable program $ 3 ,5 0 0

G reater C levelan d N eighborhood C en ters A s s o c ia tio n —Establish­ m ent of the Garfield Heights Com­ m unity Center .......................... $ 1 5 ,0 0 0

E p isc o p a l D io c e se o f O h io—Family Recovery Center of the Church Alcohol Projects (fourth y e a r ) ................. $ 9 ,2 4 3

H ancock C ou nty A lco h o lism C oun­ cil, F in d lay, O hio—Prevention and education services (second and third year)* ......................................... $ 3 1 ,2 0 0

F a m ily S e r v ic e o f H ancock C ounty, F in d la y , O h io —Helping Hand Project for teen counseling over three years* $ 6 0 ,9 6 4 Far W est C e n te r —Construction of a new facility ................................ $ 5 0 ,4 1 8 F e d e r a tio n for C o m m u n ity P lan ­ n in g —Administration of the charitable portion of the supermarket s e ttle m e n t.....................................$ 4 ,7 6 0 Creation and operation of a long-term care council for the frail elderly over two y e a r s ................................ $ 1 0 9 ,7 8 0 D evelopm ent of an in-depth informa­ tion system on financing hum an ser­ vices and dissem ination of the results over 18 m o n t h s ........................ $ 4 0 ,5 7 0 Investigation of alternatives for fund­ ing child c a r e ................................ $ 4 ,9 9 0 Serious juvenile offender information and assistance project (second and third y e a r )................................ $ 3 8 2 ,4 5 0 Survey of voter attitudes about human service p r o g r a m s.........................$ 5 ,0 0 0 F in d la y A rea S w im Team , Inc., F in d la y , O h io —Purchase of sw im ­ m ing lanes and storage reels* $ 6 ,1 4 6

H ancock C ou nty C ouncil for R etard ed C hildren and A d u lts, F in d lay, O hio—Summer recreation for the developmentally disabled*

$ 2,000

L u th era n M etrop olitan M in istry A s s o c ia tio n —Com m unity re-entry program for ex-offenders . . .$ 1 5 ,0 0 0 Data collection for the Boarding Home Advocacy Project of the Nursing Home Ombudsman P ro g ra m ............ $ 4 ,0 0 0 M axim um In d e p e n d en t L iving A s s o c ia tio n —Start-up costs and escrow expense for an independent liv­ ing facility over five years . . .$ 1 0 ,9 7 5 M errick H ou se S e ttle m e n t and D ay N u r se r y —T\vo neighborhood developers in the TVemont and ClarkFulton areas (fourth and fifth year) .................................................... $ 4 9 ,5 1 9 T he M u sical A r ts A s s o c ia tio n — Pension subsidy for retired m usicians of The Cleveland Orchestra . . $ 7 , 4 6 0 N ation al A sso c ia tio n o f S o cia l W ork ers—Training seminar on the county welfare system for social services p e r s o n n e l....................$ 2 ,0 0 0 N ation al S a fe ty Town C e n te r —Ex­ pansion of staff for child safety pro­ gram over two y e a r s................. $ 1 5 ,0 0 0 N a tio n a litie s S e r v ic e s C e n te r — Telephone and volunteer support for The Language Bank of Cleveland over three y e a r s ..................................... $ 9 ,3 0 0 Ohio S ta te U n iv e r sity D ev elo p ­ m e n t Fund, C olum bus, O h io— Cuyahoga County Cooperative Exten­ sion Service education program for nonpublic assistance food stam p families (second y ear)............... $ 4 3 ,0 0 2

H ancock C ou nty Court o f Com m on P lea s, F in d lay, O hio—Purchase of video cassettes on reality therapy * $ 7 ,6 0 0

The Old S to n e F o u n d a tio n —Expan­ sion of social services personnel from part time to full time over two years $ 1 5 ,0 0 0

H aram bee: S e r v ic e s to B lack F a m ilie s —Recruitment of black adop­ tive families (third and fourth year) $ 7 5 ,0 0 0

P a r e n ts A n o n y m o u s o f N orth­ e a s te r n Ohio, In c .—Continued start­ up funds, including opening of Bellflower House (third and fourth y e a r ) .............................................$ 4 0 ,0 0 0

I n s titu te for Child A d v o ca cy —Child welfare monitoring over two years $ 1 1 9 ,0 0 0 J e w is h V ocation al S e r v ic e —PRO Cleveland program (Promoting Rele­ vant Options in Cleveland) over two years ............... $ 1 5 0 ,0 0 0 J u d so n P a rk —Expansion of the Day Enrichment Center program (third y e a r ) ...................... .....................$ 1 2 ,5 0 0 T he H a ttie L arlham F ou n d ation , Inc., M antua, O h io—Implementation of a foster care plan for severely dis­ abled children ........................... $ 3 2 ,3 1 1

P arm ad ale-S t. A n th o n y Youth S e r ­ v ic e s V illa g e —Parmadale Outpatient Family Treatment Program for chemically dependent adolescents (second y e a r ) ..............................$ 1 8 ,3 1 5 Prodigal Youth and F a m ily S er­ v ic e s —Diversion program for teenage sh o p lifters.....................................$ 9 ,0 0 0 R etired S en ior V olu n teer Program of C levelan d , In c .—Interim support $ 3 0 ,0 0 0

17

W est S id e C o m m u n ity M en tal H ea lth C e n te r —Establishm ent and renovation of the Crisis Shelter over 18 m o n t h s ................................... $ 1 0 4 ,0 6 0

C en ter for H u m an S e r v ic e s — General s u p p o r t ............................. $ 2 5 8

General support for the Day Nursery Association of C leveland............ $ 3 ,6 2 1

T h e B e n ja m in R o se I n s t it u t e — Operating s u p p o r t ...................$ 3 1 ,0 0 0

W est S id e E cu m en ica l M in is tr y — Assistance to Hunger Center clients in using their resources more effectively over two y e a r s ..........................$ 4 8 ,4 4 7

Shaker Square neighborhood office (second y e a r ) .......................... $ 1 8 1 ,5 0 0

T he W om en’s C ity Club o f C lev e­ la n d —Volunteer E x p o ’82 . . .$ 3 ,0 0 0

C hild G u id an ce C e n te r — Operating su p p o rt........................... $ 2 7 5

Young M en’s C h ristia n A sso c ia tio n o f L ake C ou nty, P a in e s v ille , O h i o Operating s u p p o r t ..................$ 1 0 ,0 0 0

T h e C h ild r e n ’s A id S o c ie t y — General s u p p o r t ..............................$ 3 4 6

General support for the Counseling D iv isio n ......................................$ 3 2 ,1 7 1

General support for the Homem aker —Health Aide D iv isio n .............. $ 2 ,0 0 0

Support for one p en sion er. . . .$ 5 ,1 0 8 S e n io r C itiz e n s ’ C oa litio n , In c .— Security of the Cuyahoga Metropolitan H ousing Authority apartment buildings (second year).......... $ 1 5 ,0 0 0 S e r v ic e s for In d e p e n d en t L iv in g — Start-up funds to introduce programs into selected schools in Cuyahoga County to enhance independent living capabilities of disabled students $ 5 ,0 0 0 A m a sa S to n e H ou se, I n c . Operating support ................... $ 3 1 ,0 0 0 S u n s h in e C h ild ren ’s D e v e lo p m e n t Fun d, M aum ee, O h io—Operating s u p p o r t ......................................... $ 1 ,0 0 0 T he T e m p le —Major repairs of na­ tional landmark building . . .$ 5 3 ,0 0 0 U n ite d Way o f C ollier C ou n ty, N a p les, F lo r id a —Operating support $500 U n ite d W ay o f G reater Toledo, Toledo, O h io—Operating support

$ 1,000 U n ite d W ay S e r v ic e s —Expansion of the Society for Crippled Children’s Technical Assistance Program for day care aides and m oth ers.............. $ 5 ,0 0 0 Support of hunger needs through Cuyahoga Emergency Funders Group over 13 m o n t h s ......................$ 1 0 0 ,0 0 0 Support of long-range plan including environmental scan, capability assess­ m ent and general consultation $ 4 0 ,0 0 0 Support of shelter needs through Cuyahoga Emergency Funders Group over 13 m o n t h s ...................... $ 9 0 ,0 0 0 W.S.E.M. C rossroad s for Y outh— Full-time research developer to establish a west side extended care treatment c e n t e r ................... $ 1 0 ,0 0 0

TOTAL SOCIAL SERVICES GRANTS—UNDESIGNATED $ 3 ,9 7 9 ,4 0 1

General support for the Industrial Home ...........................................$ 5 6 ,8 5 7 C h ild ren ’s S e r v ic e s — General support ...............................$ 7 0 1

(Following recipients a n d pro g ra m s d e sig n a ted by donor)

C h rist E p iscop al C h u rch — General su p p o rt............................ $ 1 ,1 2 9

A lc o h o lism S e r v ic e s o f C lev ela n d , I n c .—General supp ort..................... $ 4 4

C h ristia n R e s id e n c e s F ou n d ation —General s u p p o r t...................... $ 1 ,0 0 0

A m erican B ib le S o c ie ty , N ew York, N ew Y ork—General su p p ort. . . $ 5 0 8

T h e C hurch H o m e General support ......................... $ 5 ,6 8 8

A m erican R ed C ross, G reater C lev ela n d C h a p ter—General s u p p o r t......................................... $ 3 ,0 5 9

T h e C hurch o f th e S a v io u r, U n ited M e th o d is t—General support ........................................................ $ 4 ,0 7 9

B e e c h B ro o k — General supp ort...................... $ 4 8 ,7 0 4

C hurch o f th e W estern R e se r v e — General su p p ort........................... $ 7 ,0 0 0

B e lie fa ir e /J e w is h C h ild ren ’s B u r e a u —General support . . . $ 5 ,9 4 6

C lev ela n d C h ristia n H om e, In c .— General su p p o rt............................$ 2 ,4 4 2

B ig B roth ers/B ig S is te r s o f G reater C le v e la n d —General support for the Big Brothers P r o g r a m ..........$ 1 0 ,9 3 9

T he C lev ela n d F o u n d a tio n (Inc.)— Prevention of delinquency am ong boys ......................................$ 5 3 6

B oy S c o u ts o f A m erica, G reater C lev ela n d C ouncil No. 4 4 0 General support ............................. $ 1 2 4

T he C levelan d P sy c h o a n a ly tic S o c ie ty F o u n d a tio n — General support .................................$ 2 9

B o y s ’ C lubs o f C levelan d , I n c . General support ............................. $ 7 5 0

Research and application of psychoanalysis and support projects $ 4 1 ,3 7 4

E liza B ry a n t C e n te r — General su p p o rt.........................$ 1 5 ,5 0 1

T he C levelan d S o c ie ty for th e B lin d —General support . . $ 4 1 2 , 3 8 6

C ath olic C h a rities C orp oration — Benefit of aged p e r s o n s .......... $ 3 ,0 0 0

Research or any other purpose 8 1 4 ,0 6 6

Benefit of Parmadale-St. Anthony Youth Services V illa g e ...............$ 7 ,0 3 5

Volunteer braille transcribers

CEDU F ou n d a tio n , Inc., L aguna N iguel, C a lifo rn ia —General support ........................................................$ 2 ,8 7 1

C uyahoga C ou n ty W elfare D ep art­ m e n t—Special client needs . . . $ 3 4 6

$ 2 ,6 2 1

E a st End N eighborhood H ou se — General su p p o rt........................... $ 2 ,6 2 1

W est S id e C om m u n ity H o u se — Com m unity youth mediation program (third and fourth year) . . . .$ 1 8 0 ,0 1 8

E u clid A venu e C h ristia n C h u rch — General su p p o rt........................... $ 2 ,2 0 0

Senior volunteer network to provide inhom e services for senior citizens

F airm ou n t P r e s b y te r ia n C h u rch — General su p p o rt........................... $ 1 ,6 8 0

$ 20,000 18

F e d e r a tio n for C om m u n ity P la n ­ n in g —General support .......... $ 3 ,4 4 5 Genera] support for the Com m unity Information Volunteer Action Center (CIVAC)...........................................$ 2 ,8 1 6 General support for needy and deserv­ ing families and children . . . .$ 1 ,5 2 2 T h e F ir s t C o n g reg a tio n a l C hurch o f S on om a, S on om a, C a lifo r n ia — General support ........................... $ 1 2 4 T h e F ir st U n ite d M e th o d ist C h urch , A sh la n d , O h io— General su p p o rt.........................$ 5 ,0 9 8 G ood w ill In d u str ie s o f G reater C le v e la n d —General support . . $ 9 7 9 G reater C lev ela n d N eighborhood C e n te r s A s s o c ia tio n —General s u p p o r t..................................... $ 1 0 ,3 8 7 T h e H eb rew F ree Loan A sso c ia tio n —General s u p p o r t ....................$ 1 ,0 0 0 H e ig h ts B lau gru n d Lodge No. 1 1 5 2 B ’n a i B ’r it h —General support .$ 8 1 0 T h e H iram H ou se — General su p p o rt.........................$ 1 ,3 6 0 E liza J e n n in g s H om e — Equipment ................................ $ 2 7 ,8 4 1 General su p p o rt.........................$ 1 8 ,0 8 4 T h e J e w is h C o m m u n ity F ed era ­ tio n o f C le v e la n d —General support $ 6 ,6 6 0 J o n e s H om e o f C h ild ren ’s S e r v ic e s —Capital im provem ent in building and e q u ip m e n t ......................... $ 2 7 ,8 4 1

Ohio P r e sb y te r ia n H om es, Colum ­ b u s, O hio—General support .$ 1 ,0 0 0

A m asa S to n e H ou se, I n c .— General su p p ort.......................... $ 5 ,6 8 8

Our L ady o f th e W aysid e, In c .— General su p p ort.......................... $ 4 ,3 0 7

T he T h ree-C om er-R oun d P ack O u tfit, In c .—General support for the camping program .............. $ 1 1 ,5 1 3

P arm ad ale-S t. A n th o n y Youth S e r ­ v ic e s V illa g e —Operating support $ 1 1 ,9 7 2

T rinity C a th ed ra l— Genera] su p p ort.......................... $ 1 ,5 5 0

P la n n ed P aren th ood o f C levelan d , I n c .—General su p p o rt..........$ 1 1 ,4 8 3

U n ited A p p eal o f A sh la n d C ou nty, O hio, Inc., A sh la n d , O h i o General su p p ort...........................$ 2 ,5 4 9

T he B en jam in R ose I n s titu te — General su p p ort........................$ 1 6 ,5 0 8 R ose-M ary C e n ter— General supp ort.......................... $ 2 ,3 2 0 S t. A n d rew s U n ited M eth o d ist C hurch, F in d lay, O h io— General support* .......................... $ 1 2 0 S t. D om in ic’s P a r ish —General s u p p o r t......................................... $ 2 ,0 2 6 S t. J o h n L u th eran C h u r c h General supp ort.......................... $ 1 ,9 7 5 S t. M artin’s E p iscop al C h u rch — General support .............................$ 1 2 4 S t. P a u l’s E p iscop al Church, C levelan d H eig h ts, O hio— General su p p ort.......................... $ 1 ,0 0 0 T he S a lv a tio n A rm y —General s u p p o r t.......................................$ 2 1 ,0 3 2 T he S a lv a tio n A rm y, A sh lan d , O hio—Genera] s u p p o r t..........$ 2 ,5 4 9 T he S c o ttis h R ite B e n e v o le n t F ou n d ation , L ex in g to n , M assa­ c h u s e t t s —General support . . . $ 1 2 4

General su p p o rt.........................$ 1 6 ,6 8 6 L ak ew ood C h ristia n C h u rch — General su p p o rt............................$ 1 ,4 3 5

O rder o f th e S e r v a n ts o f th e M ost H oly T rinity, S ilv er S p rin g, M ary­ la n d —General s u p p o r t..........$ 2 ,0 2 6

T he H a ttie L arlham F ou n d ation , Inc., M antua, O h io— General su p p o rt............................$ 6 ,9 6 1

S h a k er H eig h ts Lodge No. 4 5 FOP A s s o c ia t e s —General support ...................................................... $ 1 ,1 6 6

L ittle S is te r s o f th e P o o r Operating support .......................$ 2 ,2 2 5

The S h ak er One H undred, In c .— Genera] su p p ort.........................$ 1 ,1 6 6

T h e L u th era n H om e for th e A g e d — General su p p o rt......................... $ 1 0 ,1 2 6

S is te r s o f N otre D am e, Chardon, O hio—Physical education program for the Julie Billiart School . . . .$ 1 2 ,2 8 4

L u th e r a n W elfare F u n d — General su p p o rt............................$ 1 ,9 7 5 M a r y cr e st S c h o o l— General su p p o rt............................$ 5 ,6 8 8 T h e M on tefiore H om e — General su p p o rt............................$ 5 ,6 8 8

The S o c ie ty for C rippled C hildren o f C u yahoga C ounty, In c.— Equipment ..............................$ 2 7 ,8 4 1

U n ited Way S e r v ic e s — General support ................... $ 2 7 9 ,8 3 7 T he V isitin g N u rse A s s o c ia tio n o f C le v e la n d —General support $ 3 ,1 2 1 V ocation al G uid ance an d R e h a b ili­ ta tio n S e r v ic e s —Assistance to needy clients of Sunbeam School . . .$ 1 ,0 0 0 Assistance to needy of Sunbeam School graduating c l a s s ..........$ 1 ,0 0 0 General su p p ort...........................$ 3 ,6 5 8 W est S id e D e u tsc h e r F rau en V erein, T he A lte n h e im — General su p p ort........................ $ 1 8 ,2 4 5 Young M en’s C h ristia n A sso c ia ­ tio n , A sh lan d , O hio— General su p p ort...........................$ 2 ,5 4 9 T he Young M en’s C h ristia n A sso c ia tio n o f C le v e la n d — General su p p o rt...........................$ 3 ,2 2 1 General support to West Side Branch $ 1 3 ,9 2 0 Young M en’s and Young W om en’s C h ristian A ss o c ia tio n —General support to Lakewood Combined Branch .......................................$ 1 3 ,9 2 0 T he Young W om en’s C h ristian A sso c ia tio n o f C le v e la n d — General su p p o rt...........................$ 1 ,0 1 9 TOTAL SOCIAL SERVICES GRANTS—DESIGNATED $ 1 ,3 5 3 ,2 5 1 TOTAL SOCIAL SERVICES GRANTS—DESIGNATED AND U N D E SIG N A T ED ..........$ 5 ,3 3 2 ,6 5 2 *Grant reco m m en d ed by F indlay D istribution C om m ittee o f th e L. Dale Dorney Fund.

Genera] su p p ort........................ $ 1 4 ,8 4 1 S o c ie ty o f S t. V in c e n t De P aul — Operating su p p o rt.......................... $ 5 9 6 S tarr C om m on w ealth for B oys, A lb ion , M ich igan — General support ........................ $ 1 ,3 4 3 19

Cultural Affairs Since 1972, w hen it funded the first econom ic survey of dow ntow n Cleve­ la n d ’s Playhouse Square, the F ounda­ tion h as rem ained com m itted to the dream of restoring the c ity ’s th eater district to its p ast glory, an d has re­ m ained convinced th a t th e renaissance Cleveland aspires to is closely linked to redevelopm ent of the area.

D uring th e intervening years, the F oundation h as helped to inch the dream closer to reality thro u g h grants to the Playhouse Square Foundation totaling m ore th a n $ 1.2 million in su p ­ port of a m aster architectural plan for redevelopm ent, th e salary of Playhouse S q u are’s first executive director, v ar­ ious feasibility studies, an d schem atic draw ings for a new stagehouse at the S tate T heatre, am ong m any other proj­ ects.

T he general public knew little about m ost of th is work, b u t each project in its own w ay w as critical to Playhouse S q u are’s future success. The organiza­ tio n ’s board an d staff im m ersed th em ­ selves in th e unglam orous planning process, know ing th a t not until all of their difficult “hom ew ork” w as finished could they attem p t w h at had tu rn ed o ut to be th e largest th eater restoration project in th e country.

In 1982, after m any years during w hich, as Playhouse S q u are’s founding presiden t often despaired, “We have no real p ro d u ct,” all the hom ew ork began to pay off. T he com bination of several exciting new developm ents has m ade P layhouse Square a very tangible effort indeed.

■ T h e m ost tangible product w as the reopening of the Ohio T heatre in Ju ly w ith th e G reat Lakes Shakespeare Fes­ tival (GLSF) its first—and m ajo r— ten an t. Once architects an d craftsm en had com pleted their restoration work, th e 61-year-old theater, devastated by

fire and w ater dam age in the late 1960s, em erged as an elegant jewel box, and offered GLSF its first chance to produce theater u nder ideal technical conditions.

The Festival, after 20 years in a west side high school auditorium , proved itself w orthy of and anxious for the opportunity. In its first season downtown, supported by a 1981 Foun­ dation grant, the com pany sold three tim es as m any season tickets as it had sold the previous sum m er. And the work on stage was outstanding. High­ light: GLSF’s production of the 8 V2-hour Nicholas Nickleby, which London’s famed Royal Shakespeare C om pany (RSC) had m ade the theatri­ cal event of the decade. As one national critic observed, the Festival version, 48 actors strong, was “no stopgap su b ­ stitu te” for RSC’s original. The show dazzled local audiences, and GLSF followed its Cleveland trium ph with a record-breaking three-m onth engage­ m ent in Chicago.

At the Ohio, the Festival also m ounted its first C hristm as attraction.

With the support of a $75,000 Cleve­ land Foundation grant, the com pany com m issioned a theatrical adaptation of Dylan T hom as’ charm ing rem inis­ cence, A C hild’s C hristm as in Wales.

This magical evening in the theater already seem s firmly established as a holiday tradition for the entire family.

GLSF’s good fortune in Playhouse Square bodes well for the two rem ain­ ing m ajor com panies, Cleveland Ballet and Cleveland Opera, due to settle th ere—at the State T h eatre—in 1984.

Other Ohio T heatre tenants, though not producing on GLSF’s scale, also did ex­ ceptionally well downtown. With the aid of a Foundation grant, the Ju n io r League initiated a successful children’s theater series. The Cleveland Modern Dance Association (CMDA), also with Foundation help, presented its entire season at the Ohio, including the inter­ nationally renow ned Paul Taylor Dance Company. In so doing, CMDA tripled the num ber of its subscribers.

News of good business travels fast in the arts world: the m ost revered of m odern dance com panies, the M artha G raham troupe, will appear next sea­ son at the Ohio u nder the auspices of

T he c o m b in a tio n o f s e v e r a l e x c itin g n e w d e v e lo p m e n ts h a s m a d e P la y ­ h o u se S q u a re a v e r y ta n g ib le e ffo r t in d ee d .

B u lk le y B u ild in g S h o p p in g A rcade: sign ifican ce o f P layh ou se S qu are s Bulkley C o m plex g o es w ell beyon d its s iz e an d ar­ ch itectu ral splendor.

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CMDA, an d significantly, it w as the G raham people who approached the Cleveland organization.

In J u ly , th e Foun* d a tio n p u r c h a s e d th e B u lk le y C om ­ p l e x , th e s in g le la r g e s t r e a l e s ta te h o ld in g in P la y ­ h o u se S q u a r e , w h ic h is c r u c ia l f o r r e d e v e lo p m e n t o f th e d is tr ic t.

■ B u t if activity a t the Ohio T heatre provided th e m ost visible assurance th a t Playhouse Square w as really going to happen, there w as an o th er develop­ m en t th a t could have an even m ore com pelling im pact on the area.

T h at w as the Cleveland F oundation’s $3.9-million purchase, in Ju ly 1982, of the Bulkley C om plex—the single larg­ est real estate holding in Playhouse S q u a re—w hich includes the Bulkley office building and shopping arcade (1921), the Selzer office building (circa 1895), the Allen T heatre (1921) an d the Bulkley garage and garage annex.

Parts of the Complex, like other Play­ house Square properties, are apt to take o n e’s breath aw ay w ith their tasteful

opulence. T he Bulkley Building, for ex­ am ple, is a grand space, w ith s u m p ­ tuous interiors. Its long, wide arcade lobby, designed in an Italian R enais­ sance motif, features m arble floors and walls, heavy colum ns of M ankato m a r­ ble and custom -m olded bronze elevator doors.

Significance of the Com plex, how ­ ever, goes well beyond size an d archi­ tectu ral distinction (it is listed in the Na­ tional Register of Historic Places). “The Bulkley’s strategic location im m ediate­ ly adjacent to the buildings w hich house the State, Ohio an d Palace th ea­ te rs,” said the ch airm an of th e F ounda­ tio n ’s D istribution Com m ittee, “m akes the Com plex crucial for an y redevelop­ m en t of the district.”

In fact, redevelopm ent is now a sure thing. In collaboration w ith Playhouse S quare leadership, the F oundation is in

G reat L a k es S h a k e sp e a r e F e s tiv a l’s N ic h o la s N ic k le b y : an 8 -V2 hour epic w hich d a z z le d local a u d ien ces a n d w on raves fro m national critics.

22

the final stages of selecting a national developm ent firm to take on the proj­ ect. It is too soon to know exactly how the Bulkley Com plex will alter the fabric of th e area th ro u g h redevelop­ m ent. B ut it is expected th a t w hatever the final shape of the Complex, the essence of the m aster plan prepared in 1973 by architect Peter van Dijk will be preserved.

From the outset, van Dijk—Play­ house S q u are’s conceptual godsend— h as seen th e district as the anchor for an entire area teem ing w ith com m ercial, residential an d tourist life. In his plan, the Bulkley Com plex is to reinforce the th eater developm ent an d serve as a stim u lu s for econom ic grow th, paving the w ay for shops an d restau ran ts, and eventually ap artm en ts, condom inium s, new office tow ers an d a new hotel.

A few of the particulars: the Bulkley and Selzer buildings are to be con­ nected w ith th e Ohio, S tate and Palace th eaters, creating an arts/en tertain ­ m en t “cen ter” as large an d as versatile as W ashington, D.C.’s K ennedy C enter or New York’s Lincoln C enter—and at a fraction of the cost. T he Selzer office building will be converted into an atriu m court w ith a new outer lobby for the Ohio T heatre an d balcony spaces housing re stau ran ts an d shops. And land betw een C hester Avenue an d the th e a te rs’ b ack y ard —Dodge C ourt—is to provide a m ajor parking structure w hich will offer patro n s safe, weatherprotected access to Playhouse Square.

T he F o u ndation’s purchase of the Bulkley Com plex m arked a turning point in Playhouse Square for still an o th er reason. Included in the acquisi­ tion were 18,000 square feet of land needed to expand the stagehouse of the S tate T h eatre for use by Cleveland’s ballet an d opera com panies an d inter­ national touring arts. C onstruction of the facility h ad been stym ied for two years by a frustrating court battle over price of th e land. At long last, in March 1983—several m o n th s after the Foun­ dation sold the land to C uyahoga C oun­ ty —ground w as broken for the $ 7-million facility. E xperts predict th at the State, w hen com pleted, “will be every bit as good as an y opera and ballet th e ater in the co u n try .”

A r c h ite c t P e ter va n D ijk’s P lan to Turn th e S e lz e r B u ild in g in to an A triu m Court: reinforcing the th eater d evelopm en t b y stim u la tin g econom ic growth.

Interestingly, the Bulkley purchase is m aking a bit of history in the founda­ tion world. The acquisition is believed to m ark the first tim e a com m unity trust, which norm ally aw ards grants from income generated by the invest­ m ent of its funds, has invested a por­ tion of its principal assets in a project directly linked to a useful purpose in the com m unity it serves.

■ T he Playhouse Square board, deter­ m ined not to lose m om entum in its huge undertaking, also upgraded staff m anagem ent in 1982. The new execu­ tive officer is the former properties m anager of the powerful New Yorkbased S hubert Organization; there he supervised 23 Broadway theaters and real estate holdings in six other m ajor cities, a m eaningful credential indeed

R e d e v e lo p m e n t is n o w a s u r e th in g .

P la y h o u s e S q u a re w ill b e th e a n c h o r f o r a n a r e a te e m in g w ith c o m m e rc ia l, r e s id e n tia l a n d to u r is t life.

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as th e Cleveland project fleshes out. In a two-year g ran t of $135,000, the F oun­ dation helped Playhouse S quare build its m an ag em en t team by supporting two key positions in finance and m arketing.

K S U 's N ew M u seu m a n d S c h o o l T o B e E n v y o f F tish io n W orld

E x p e r ts p r e d ic t th a t th e S ta te T h e a tr e , w h en c o m p le te d , 44w ill be e v e r y b it a s g o o d a s a n y opera an d b a lle t th e a te r in th e c o u n tr y

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High fashion is about to find a hom e at Kent State University. A gift valued at $5 million from New York fashion m agnate J e rry Silverm an and his p rin ­ cipal designer and partner, S hannon Rodgers, will establish on the cam pus both a m u seum of fashion and a school of fashion and design.

C apstone of the gift is a spectacular, 2,400-piece collection of priceless period costum es dating from 1640 through m odern tim es (reportedly the largest collection in the United S tates in private hands), antique furniture, oil paintings, silver, china and other objets d 'a r t—all to be housed in K ent’s Rockwell Hall, a gracious, m arble-laden building, opened in 1910, w hich will becom e the new m useum .

Why w as Northern Ohio chosen for such an unprecedented benefaction?

It seem s th a t Rodgers, whose distin­ guished career includes costum e designs for dozens of Broadway and Hollywood productions, is a native of Newcomerstown, Ohio, and spent his youth there at the family farm and in Cleveland schools. The celebrated designer is also a direct descendant of Jo n a th a n C hapm an, a.k.a. “Jo h n n y Appleseed.”

A Cleveland Foundation grant of $ 100,000 over two years is supporting curatorial staffing for the m useum . In an o th er coup for the University, the Silverm an/Rodgers collection and the challenge of the m useum have lured to Kent the curator of the costum e wing of New York City’s Metropolitan M useum of Art.

T hough she does not take on full re­ sponsibilities a t Kent until Ju ly , the new curator is already supervising the transfer of the collection from New York w arehouses and ap artm en ts. She is also w orking w ith architects on the rem odeling of Rockwell Hall, w hose 12,000 square feet will provide h er with m ore exhibition space th a n she enjoyed a t the Met. Even th a t m u ch space is go­ ing to be precious: the cu rato r plans to use the paintings and a rt objects as period “p ro p s” in elegant dioram a set­ tings th a t show case the clothing. So ex­ tensive is the Silverm an/R odgers collec­ tion th a t if KSU held a different show ­ ing every day of the week, it would still take 50 years to p resen t the entire inventory!

T he collection prom ises to stim ulate a t KSU the developm ent of an unusual academ ic speciality. In fall 1985, the U niversity will suddenly becom e the second school in the country to offer a range of four-year degree program s in m any fields of fashion design as well as related m anufacturing an d m erch an ­ dising skills. (The other is New York C ity’s Fashion Institute of Technology.)

Designer stu d en ts will have access to a large portion of the Silverm an/ Rodgers collection not intended for display. They will be able to study closely w hat Silverm an calls the “work­ ing collection,” taking g arm ents apart to develop a hands-on knowledge of fabrics and construction techniques used in various cultures throughout history.

Silverm an feels the overall opportuni­ ty for the stu d en t is limitless: “Fashion is this co u n try ’s fourth largest indus­ try ,” he says. “It involves advertising, m erchandising, a r t—alm ost every kind of career im aginable. Tbday’s college stu d en t is interested in connecting his education w ith a job. This school will provide th a t in a w ay u n h eard of o u t­ side New York.”

Observers of fashion m erchandising here believe the m useum and school could spur the form ation of new busi­ nesses and revitalize the clothing in ­ dustry in N ortheastern Ohio. And clear­ ly the m useum will enrich the cultural scene in the entire region and enhance its draw ing power for tourism .

No doubt m ore th an a few of New York’s fashion m avens are gnashing their teeth a t Ohio’s good fortune.

T w o V isu a l A r ts I n s titu tio n s C o m p le te N e e d e d E x p a n s io n It is the general policy of The Cleveland Foundation not to encourage requests for capital grants, unless am ong other factors th ere is com pelling evidence th a t the proposed program is a priority for G reater Cleveland an d th a t F ounda­ tion su p p o rt is pivotal to its success. In the ju d g m e n t of the D istribution C om m ittee, two capital projects in the visual arts field in 1982 w arranted special treatm en t.

■ T he Cleveland M useum of Art focuses world atten tio n on the quality of the cultural life here. The M useum ’s m agnificent collection n u m b ers some 45.000 objects from all periods and cultures; its staff exemplifies the highest stan d a rd s of scholarship.

T he M useum has begun construction of an im p o rtan t $6.7-million addi­ tio n —the th ird —to its original 1916 building. S upported w ith a $200,000 Foundation grant, the new wing will house nine galleries an d a new art history library. Tbtal M useum space will approach 350,000 square feet, enough room to serve the institu tio n ’s needs for the n ex t 25 years.

At th e m om ent, space is a t a pre­ m ium : ab o u t 25 percent of the M useum ’s tw entieth century works, for exam ple, are in storage. Five new gal­ leries will display paintings, sculpture an d decorative arts of the nineteenth an d tw entieth centuries, an d for the first tim e accom m odate large works in spaces appropriate to their scale. Four sm aller galleries will exhibit prints and draw ings.

J u s t as cram ped is the cu rren t lib­ rary. Originally built to hold 80,000 volum es, the library now boasts a col­ lection of m ore th a n 110,000 books and 4 00.000 slides an d photographs; out of necessity, it is inconveniently scattered around th e building. The new library will consolidate the collection on two levels an d provide enough space for doubling it—inevitable in the a rt his­ tory field, in w hich scholarship is re­ vised w ith each successful archeo­ logical dig or acquisition.

The new wing, to be com pleted by late su m m er 1983 (the library will be installed soon after), will also free

10,000 square feet for use by the con­ servation departm ent. In this littleknow n shop, a six-m em ber staff each year undertakes the diagnosis and re­ storation of dozens of newly acquired a rt works along with veterans from the perm anent collection.

■ At the century-old Cleveland Institute of Art, one of the few private, independent schools of a rt in the coun­ try, a population of about 525 full-time students has been cram m ed for several years into an East Boulevard building designed for 400 students. Such fastgrowing departm ents as film, video and photography did not even exist when the present Institute building was con­ structed in 1956.

Tb solve the problem, the Institute called for a m ajor expansion. But rather th an build from the ground up, the school acquired a historic Model-T Ford assem bly plant (known as “The Fac­ tory”) in University Circle. CIA is now tackling w hat u rban preservationists term “adaptive reuse,” with more than half of the four-story, 154,000-squarefoot building to be used as studio space for advanced art students. The $4 million-plus project is supported by a $300,000 Foundation grant.

Fittingly, the Institute has selected a building th at is distinguished in its own right as architecture. Listed in the Na­ tional and Ohio State Registers of His­ toric Places, The Factory is one of the early exam ples of industrial architec­ ture employing reinforced concrete con­ struction.

Before the Institute’s purchase in­ sured its future, however, The Factory had becom e a rapidly deteriorating eye­ sore. In the first phase of the restora­ tion, the Institute sandblasted and filled in dam aged areas of the exterior; chem ­ ically cleaned the northern facade; and refurbished m any windows th a t either had been bricked in or boarded over w ith w hat a staff m em ber loathingly describes as “an obscene green plastic.”

Most spectacularly, the Institute u n ­ covered a huge skylight th at had been completely hidden, causing the inside of the building to resem ble, in staff s words, “a black hole.” Now light

O b se r v e r s o f f a s h ­ io n m e r c h a n d is in g h ere b e lie v e K S U 's m u se u m a n d sc h o o l c o u ld h elp r e v ita liz e th e c lo th in g in d u s tr y in N o rth e a ste rn Ohio.

A t th e m o m e n t, s p a c e a t T he C leve­ la n d M u seu m o f A r tis a t a pre­ m iu m : a b o u t 2 5 p e r c e n t o f th e M useum *s tw e n ti­ e th c e n tu r y w o r k s a r e in s to r a g e .

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B e fo re th e I n s titu te o f A r t's p u r c h a s e in s u r e d i t s f u tu r e , T h e F a c to r y h a d b e c o m e a r a p id ly d e te r io r a tin g eyeso re.

A N ew C levelan d I n s titu te o f A rt S tu d io a t T he F actory: w ith the original sk y lig h t uncovered, su n ligh t s tre a m s in on stu d e n ts b u sily creating a rtw orks.

stream s in on students busily creating a rt works. The m ost am bitious elem ent of the design plan is proposed for the final phase: a 175-foot solar atrium to occupy the entire w est wall of the build­ ing, flooding the adjacent interior space with su n and offering inhabitants an im pressive view of University Circle an d the downtown skyline.

Restoration of the upper floors is complete, with the painting, ceram ics and glass d epartm ents already ensconced. The sculpture, photography and graphic design departm ents will move to Factory quarters by fall 1983.

In the F oundation’s view, The Fac­ tory has great potential as a catalyst for the developm ent of one of University Circle’s shabbier corners. Space not re­ quired for classroom s or studios will be available for com m ercial developm ent, including retail stores, a restau ran t and

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offices deem ed com patible w ith the Cir­ cle’s am bience. It is anticipated th a t in­ come from com m ercial developm ent will support The F actory’s operating costs.

“J u s t a few m o nths ago,” an In­ stitute staff m em ber declares, “if you m entioned The Factory to a University Circle acquaintance, chances are h e ’d ask, ‘W hat factory?’ It w as so decrepit people had blocked it out of their m inds. And now it’s the dom inant building in the area!’’

O rc h e s tr a a n d B la c k C h u rch es L a u n ch C ity M u sic P ro je c t Millions of A m ericans deny them selves the joy of attending concerts, plays and dance, and visiting m u seu m s and gal­ leries. Many barriers, of course, account for lack of participation—b u t one can surely be removed: it is the barrier som etim es constructed, surprisingly enough, by the arts institutions th em ­ selves. W hether consciously or not, som e institutions discourage potential audiences by intim idating them ; their

entire public relations approach seem s to say, betw een th e lines, “Keep aw ay unless you are a m em ber of the cultural elite.”

T he Cleveland O rchestra clearly w ants no p a rt of elitism. D uring the p ast year, th e O rchestra, w hich already operates a vital m usic education pro­ gram w ith area schools, launched a project designed to welcome h u ndreds of new ad u lt audience m em bers to Severance Hall. “Half the b attle,” says the O rch estra’s director of educational activities, “is convincing people they d o n ’t have to show up at a concert in a fur co at.”

T he program , designed to serve C leveland’s m inority com m unity, was piloted auspiciously last October in a free concert co-sponsored by the Or­ ch estra an d Olivet Institutional Baptist C hurch, an d supported by g ran ts from the Cleveland an d Kulas foundations.

More th a n 1,600 people filled Severance H all—m an y for th e first tim e —to h ear a program featuring black mezzo soprano Jen n ifer Jo n es an d a work by black com poser Ulysses Kay. T he evening’s success has prom pted the sponsoring institutions to go ahead w ith their full-fledged “com m unity m usic project.” Three events are scheduled for sp rin g /su m m er 1983: renow ned soprano Jessy e N orm an in a Severance Hall recital, a family day at Blossom Music Center, an d B rahm s’ G erm an R eq u iem , also a t Blossom.

The m usical events are “sold” at special prices to the m inority com m uni­ ty largely th ro u g h the efforts of the city’s black pastors, who do not hesitate to use their pulpits for a bit of pros­ elytizing on art. “Preaching about Jessy e N orm an,” declares Olivet’s vigorous m inister, “ is ju s t like p reach­ ing abou t brotherhood an d peace.”

Tb help audiences feel com fortable in th e com pany of w orks an d artists they m ay never have encountered, precon­ cert talks w ith lots of recorded ex­ am ples will be given a t Olivet, Liberty Hill B aptist C hurch an d Central Chris­ tian C hurch. The sessions, developed by the O rchestra’s educational activ­ ities dep artm en t, are to be led by church m em bers who teach m usic in the public schools. A m ong the novel

teaching techniques used to illustrate the O rchestra’s history and workings: Severance Hall stage “seating c h a rts” will show concert goers where to find their favorite instrum ents, and leaders will docum ent the O rchestra’s tours on huge world m aps.

The project’s advisory com m ittee, w hich includes leaders from the m inor­ ity com m unity, have high hopes the program will encourage m ore people to participate in the m usical life of Cleve­ land as m em bers of the O rchestra’s board of trustees and volunteer com ­ m ittees. “U ltim ately,” says the Orches­ tra ’s general m anager, who cochairs the advisory group with Olivet’s pastor, “the objective is for the project to become so successful th a t it should cease to exist because the people it is trying to reach will have joined the Or­ chestra family.”

*’P re a c h in g a b o u t so p ra n o J e s s y e N o rm a n , ” d e c la r e s O liv e t’s v ig o ro u s p a s to r , “ is j u s t lik e p r e a c h in g a b o u t b r o th e rh o o d a n d p e a c e .”

C h ild ren D isc o v e r C i ty ’s R ich M u ltic u ltu r a l H e rita g e More th an 60 distinctive ethnic groups built Cleveland, worked its factories, founded its churches and tem ples. The heritage is rich; the problem is how to preserve it.

The suburbanization of America and the slick m essages of advertising lead to a boring, hom ogeneous society—a society in which we are bound together m ostly by consum er buying patterns.

In an age th at encourages such coastto-coast comformity, ethnic roots are pulled up and tossed aside.

In its 1980 curriculum outline for social studies, the Cleveland Board of Education, sensing the handw riting on the blackboard, provided for m ulti­ cultural education for all school students at each grade level. In 1982, The Cleveland Foundation funded a cooperative effort by two outside agen­ cies which have developed enrichm ent program s to com plem ent the board’s curriculum .

As a result, hundreds of children here are beginning to learn th at American culture goes deeper th an designer jean s and video gam es. It is rath er the sum total of m any diverse ethnic groups, each with a history all its own.

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■ “We C levelanders,” a program s u p ­ ported by the City’s C om m unity Rela­ tions Board, h as placed 20 ethnic a rt­ ists an d crafts people in m ore th a n 50 Cleveland schools, from kindergarten thro u g h 12th grade, to describe ethnic traditions.

The artists were selected not only for the excellence of their work, b u t for their ability to m ake th a t work come alive for children: a Japanese-A m erican d ancer tells a story w ith flowing, grace­ ful gestures to a class of fifth graders an d teaches them how to fold brightly colored paper in such a w ay as to create ... a duck! A black poet called Malaki holds 30 seventh graders spell­ bound w ith his deep voice and vivid images; by his second visit to the classroom , m ost of the children have w ritten poem s for him.

The real lesson to be learned in these exchanges is not the technique of a p a r­ ticular art or craft. It is the aw areness, once one u n d erstan d s the gro u n d rules of an ethnic culture, th a t all a rt is tied to universal h u m an experience.

■ Peoples and C ultures, w hich h as ex­ tensive experience in leading to u rs of ethnic neighborhoods, is offering two kinds of tours for Cleveland school children. One type concentrates on specific ethnic neighborhoods—Little Italy or Slavic Village, for exam ple.

T he other to u r is a splendid bouilla­ baisse called, appropriately, a “diver­ sity to u r.” S tu d en ts get a taste of several neighborhoods an d a sense of Cleveland’s uniqueness as a center for ethnic activity. The tours begin at Peoples and C ultures’ folk a rt gallery, w here exhibits include weavings, tex­ tiles, woodwork an d pottery from up to 20 different cultures. E ach stu d en t receives a copy of the agency’s “Around the World in Your B ackyard” coloring book.

On a recent S aturday afternoon, 45 fourth graders from Waverly Elem en­ tary School traveled by bus from the gallery to St. Theodosius R ussian Or­ thodox C athedral and the shop of a R om anian pupp et m aker, am ong other stopping points. T he highlight of the journey w as a visit to a Middle East bakery on Carnegie Avenue: the children saw pita bread in the m aking and giggled w ith delight as two bakers tried to convince them th a t a huge vat of rising dough w as really a m onster.

M a r itim e M u seu m , P u b lic R a d io C o m in g to C le v e la n d In 1982, the Foundation assisted two very different b u t w orthw hile cultural institutions in form ulating plans to m ake their hom es here.

P e o p le s and C u ltu r e s’ D iv e r sity TOur a t a M iddle E a st B akery: 45 fo u rth g raders less likely to toss a sid e their eth nic roots.

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■ T h e G reat Lakes Historical Society, the oldest and largest m arine historical society serving the G reat LakesSt. Lawrence region, is located in Vermilion—b u t for som e years Society officials have seen an im portant p art of their future on the local horizon.

As part of their recent planning, the Society initiated discussions w ith the City of Cleveland. Now, w ith the City’s blessing, the institution would like to convert its Vermilion facility into a small craft center and move its Mari­ tim e M useum to Cleveland’s innerharbor area, ju st east of Cleveland

S tadium . In so doing, the Society would becom e an im p o rtan t anchor, as it were, in the proposed redevelopm ent of the lakefront.

As a focal point in the com m unity an d a m ag n et for tourists, the M useum has great potential. It is a treasure trove of nautical crafts, history an d lore. Its research library is the official repository for the preservation of Coast G uard his­ tory on the G reat Lakes. Its paintings a n d th o u san d s of photographs docu­ m en t ships an d scenes of the region. Its artifacts include m ore th a n 40 steam engines an d a singular collection of sh ip s’ whistles.

Especially attractive to M useum officials is th e dock space available near the E ast Ninth Street Pier. The Society’s World War II subm arine, the USS Cod, already attra c ts 20,000 peo­ ple a year on a lim ited exhibition schedule a t a site near Burke Lakefront Airport. Officials hope to move the Cod closer to th e pier an d give it som e com ­ pany by acquiring a 625-foot Great Lakes bulk cargo vessel an d a m ajestic 103-foot y ach t built in 1903—th e last rem aining large steam vessel of its kind in fresh w ater. P lanners see these and other vessels doing double duty for the Society: besides their value as irreplacable artifacts, the ships can be used as galleries for exhibitions.

Officials report th a t their planning process h as led to a som ew hat broader m ission for the Society th a n w as ever possible in Vermilion. T hey see the M useum as a center for everything in the G reater Cleveland com m unity re­ lated to m aritim e life, including com ­ m ercial shipping an d recreational boating.

T hey also w an t to stren g th en their educational program for school chil­ dren, p erh ap s by form ing a close rela­ tionship w ith a local university. “Kids assu m e all of A m erica’s pioneers cam e by covered w agon,” observes the Soci­ e ty ’s president. “In fact, cities such as Cleveland, Toledo, M ilwaukee—all of their pioneers cam e by w ater.” Cleve­ lan d ’s rise as an industrial center is inseparable from the history of the G reat Lakes. T h at story m ay not be well know n, b u t it is em inently w orth telling.

■ Since 1979, w hen the financially troubled Cleveland Board of Education cu t the wires of its noncom m ercial FM station, WBOE, Cleveland h as been w ithout a National Public Radio (NPR)

affiliate. T housands of Clevelanders have had to do w ithout “All Things C onsidered,” “Morning Edition” and other outstanding program s produced by a netw ork th at now reaches eight million people per week coast to coast.

In the interim , com peting parties squabbled over claim to the WBOE license. Finally, in 1982, a settlem ent w as reached: Cleveland Public Radio, a new organization, will soon receive its license from the Federal C om m unica­ tions Commission, and the city’s new NPR station should be on the air by early 1984.

W hat’s in store for Cleveland? This m uch is certain: recently appointed staff is determ ined to carve out a niche for the station in Cleveland’s highly segm ented radio m arket. “We’ve got to realize we are, in a sense, com peting for support with our com m ercial broth­ ers,” m aintains the statio n ’s new general m anager. “T hat m eans, like everybody else, we need a strong ‘for­ m a t’ th at will give us a signature.”

The m anager intends to adopt the one form at not exploited here because of its cost: news and public affairs, an area he knows well as a broadcasting veteran and former European corre­ spondent. “All sorts of lively program s are possible,” he says, “from local news m agazines to live gavel-to-gavel cover­ age of the governor’s state of the state message.

Devotees of NPR’s acclaim ed jazz and folk offerings need not despair. Air tim e will be found for them , too, along with ethnic program m ing. And the m anager will tap not only NPR re­ sources, b u t program s generated by the Ohio Public Radio and Am erican Public Radio networks.

At the m om ent, the statio n ’s two challenges are to assess capital needs and settle on a location, preferably downtown, where reporters have fast access both to breaking news stories and im portant visitors to the city.

H u n d re d s o f sc h o o l c h ild r e n a re b e g in ­ n in g to le a rn th a t A m e ric a n c u ltu r e g o e s d e e p e r th a n d e s ig n e r j e a n s a n d v id e o g a m e s .

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B aldw in-W allace C o lle g e —Fiftieth Bach F estiv a l............................$ 1 0 ,0 0 0 C ain P ark A m p h im u sic L eagu e, In c .—Mostly Modern Am phim usic Series at Cain Park (second year) $ 5 ,0 0 0

Cultural Affairs Grants

C ase W estern R e se r v e U n iv e r s ity —Great Lakes Assem bly on the Future of the Performing Arts 8 5 ,0 0 0 C lev ela n d B a lle t —Mounting of Balanchine’s ballet, L iebeslieder W a ltz e r ...................................$ 1 1 3 ,0 0 0 Two staff positions plus a portable dance floor ................................ $ 6 2 ,6 3 2 T h e C lev ela n d F o u n d a tio n (Inc.)— Assistance to United Labor Agency, Inc. for planning a cultural arts p ro g ra m .........................................$ 5 ,0 0 0 Development of a plan for operating a public radio station by Cleveland Public R a d io ..............................$ 1 5 ,0 0 0 Technical assistance to Hancock Historical Museum Association to develop a hands-on children’s m u s e u m .........................................$ 1 ,5 0 0 Technical assistance for the Ohio Foundation on the Arts’ effort to market Dialogue, a visual arts magazine, in the Cleveland area $ 1 ,5 0 0 T he C levelan d I n s titu te o f A r t— Toward renovation of The Factory as studio s p a c e ............................$ 3 0 0 ,0 0 0 T he C levelan d I n s titu te o f M u sic— Distinquished artist/teacher for the piano department over two years $ 7 5 ,0 0 0 T he C levelan d M odern D an ce A s s o c ia tio n —Modem dance series at the Ohio Theatre in the Playhouse Square Entertainment Center $ 5 5 ,0 0 0 T he C levelan d M useum o f A r t— Construction of a new wing

$ 200,000 C levelan d O pera—Added talent costs and the additional engagem ent of the Ohio Chamber Orchestra 8 3 0 ,0 0 0 T he C levelan d P la y H o u se — Premiere of an adaptation of A Thle of TLvo C i t ie s .............................$ 5 0 ,0 0 0 T he C levelan d P o e try P r o je c t— “At the Arabica" radio series of Ohio poets and folk m usicians (second y e a r )..........................................$ 2 5 ,0 0 0

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E a st S u b u rb a n C o n ce r ts, In c., P a in e s v ille , O h io —The Cleveland Orchestra concert . . . $ 1 ,5 0 0 F a irm o u n t T h ea tr e o f t h e D e a f— Operating support (fourth year) $ 2 5 ,0 0 0 F o o tp a th D an ce C om p an y Downtown noontim e concerts $ 1 5 ,0 0 0 G reat L a k es H isto ric a l S o c ie ty , V erm ilion , O h io —Planning grant for the Maritime Museum in Cleveland 8 1 5 ,0 0 0 G reat L a k es S h a k e s p e a r e F e s tiv a l —Mounting a new holiday play, with m usic, based on Dylan T hom as’ A C h ild ’s C h ristm a s in W ales $ 7 5 ,0 0 0 T h e G rea ter C lev ela n d In terch u rch C o u n c il—Martin Luther King Choral Workshop for area high school s tu d e n ts ......................................$ 3 ,5 0 0 H ancock H isto r ic a l M u seu m A sso c ia tio n , F in d la y , O hio— Implementation of plans for a handson children’s m useum * . . . .$ 2 0 ,0 0 0 T h e H old en A rb oretu m , M entor, O h io—Sculptural exhibition in the gardens by Ohio a r t i s t s ..........$ 5 ,0 0 0 T h e J u n io r L eagu e o f C levelan d , In c .—Initiation of children’s theater series at the Ohio Theatre in the Playhouse Square Entertainment C e n te r .......................................... $ 1 0 ,0 0 0 K en t S ta te U n iv e r s ity F ou n d ation , K en t, O h io—Start-up curatorial staff­ ing for the Silverm an/Rodgers fashion m useum at Kent State University $ 100,000 L ake Erie C ollege, P a in e s v ille , O h io —Cleveland Play House sum m er s c h e d u le ..................................... $ 5 ,0 0 0 La M esa E sp a n o la —Jessie C. TUcker memorial lectu re........................... $ 3 0 0 T h e M u sical A rts A s s o c ia tio n — Archival program of The Cleveland O rch estra................................ $ 3 0 ,0 0 0 Audience developm ent and guest art­ ists for the 1983 Chamber Festival featuring m em bers of The Cleveland Orchestra..................................... $ 6 ,0 0 0 Audience developm ent and under­ writing for Great Performers at Severance Hall (third year) . $ 1 5 ,0 0 0 The Cleveland Orchestra project involving a minority com m unity $ i8 ,0 0 0

Roof replacem ent at Severance Hall $ 5 5 ,0 0 0 Sustaining Fund of The Cleveland O rch estra .................................$ 5 0 ,0 0 0 T h e N ew G a llery o f C on tem p orary A r t —Shipping and insurance costs for the David Hockney exhibition 8 1 ,8 0 0 N ew O rg a n iz a tio n for th e V isu a l A r ts — 1982 Cleveland Art Festival (third y ea r).................................... $ 5 ,0 0 0 O hio B o y ch o ir, Inc. — Concert su p p o rt........................$ 1 0 ,0 0 0 T h e O hio F o u n d a tio n on th e A rts, Inc., C olu m b u s, O h io —Marketing of D ialogue, a visual arts m agazine, in the Cleveland a r e a ...................$ 1 5 ,0 0 0 P e o p le s an d C u ltu r e s —Ethnic heritage tours and classroom e x ­ periences for the Cleveland Public Schools, developed by Peoples and Cultures and the City of Cleveland Com m unity Relations Board $ 1 6 ,0 0 0 P la y h o u s e S q u a re F o u n d a tio n — Free noontim e events at the Ohio Theatre in Playhouse Square Enter­ tainm ent Center ....................$ 3 0 ,0 0 0 TWo new staff positions (finance and m arketing directors) over two years $ 1 3 5 ,0 0 0 T h e P o e t s ’ L eagu e o f G reater C le v e la n d —“Poetry: A Mirror for the Arts” s e r i e s ................................ $ 2 ,0 0 0 S p a c e s —“Eat at Art's,” an exhibition and p erform an ce...................... $ 4 ,0 0 0 T h e Ib le d o M u seu m o f A rt, lb le d o , O h io —Operating s u p p o r t ..........$ 5 0 0 TOTAL CULTURAL AFFAIRS G RAN TS—UNDESIGNATED .............................................. $ 1 ,6 2 2 ,2 3 2

(Following recip ien ts a n d p ro g ra m s d e sig n a te d by donor)

A sh la n d L ib rary A sso c ia tio n , A sh la n d , O h io —General support ....................................................... 8 2 ,5 4 9 C le v e la n d B a lle t — General support ............................. $ 1 7 8 T h e C le v e la n d F o u n d a tio n (Inc.) — Cleveland Recreational Arts Fund 8 1 ,0 0 0 T h e C le v e la n d I n s tit u te o f M u sic — General su p p o rt........................... $ 5 ,3 9 2

T he C levelan d M useum o f A r t— General su p p ort.........................$ 1 5 ,4 4 7 Purchase objects of art exhibited at the May Show in m emory of Oscar Michael, Jr......................................... $ 5 0 0 T he C levelan d M useum o f N atural H is to r y —General support 8 1 9 8 ,5 0 8 Planetarium .................................. 8 3 .2 4 9 T he C levelan d P la y H o u se — Experimental dramatic work or sch o la rsh ip ....................................8 1 ,5 9 1 General su p p o r t........................... $ 8 ,1 8 8 Shakespearean and classical produc­ tions for students and teachers ........................................................ 8 3 ,2 4 9 C levelan d P u b lic L ib rary—Services to s h u t-in s ...................................8 7 7 ,1 6 5 C levelan d Z oological S o c ie t y — General su p p ort............................8 3 ,3 7 3 T he G arden C enter o f G reater C le v e la n d —General support. . 8 7 5 0 L ibrary........................................... 8 1 ,7 0 5 K aram u H o u se —General support 8 1 0 6 ,6 4 4 L ak ew ood L ittle T h ea tre, In c .— General su p p ort............................8 4 ,3 0 7 T he M usical A rts A sso c ia tio n — Children’s concerts by The Cleveland Orchestra........................................ 8 6 ,4 9 8 General su p p o rt............................8 4 ,5 0 0 General support for The Cleveland Orchestra.................................. 8 5 7 ,3 1 3 N orthern Ohio O pera A sso c ia tio n —General su p p o rt............................ $ 1 7 8 O glebay I n s titu te , W h eelin g, W est V ir g in ia —Cultural and educational activities at Oglebay Park . .8 1 1 6 ,9 7 1 T he W estern R e se r v e H isto rica l S o c ie t y —Care of memorabilia of the First Cleveland Cavalry Association 8 6 ,2 4 9 General su p p o rt........................... 8 5 ,5 7 1 TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED 8 6 3 1 ,0 7 5 TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED AND UN DESIG N ATED.......... 8 2 ,2 5 3 ,3 0 7 *Grant reco m m en d ed by F indlay D istribution C om m ittee o f th e L. Dale D orney Fund.

Civic Affairs Spring 1982 w as particularly lush and balm y in Cleveland. But the com bina­ tion of a deepening recession, the re­ duced level of available slots in the city’s su m m e r youth em ploym ent pro­ gram s an d th e private sector’s inability to com e up w ith its usual quota of su m ­ m er jo b s all signaled long, hot and dis­ couraging m o n th s ahead for m any area youths.

In a special initiative to increase op­ p ortunities for disadvantaged youth seeking em ploym ent, the Foundation aw arded m ore th a n $250,000 in su p ­ port of 18 su m m er job projects th ro u g h o u t G reater Cleveland which together em ployed approxim ately 300 youths. T he effort w as conceived as a public/private sector collaboration, w ith leadership com ing from a num ber of local com panies, C uyahoga C ounty’s Youth Services C oordinating Council (YSCC), Cleveland S tate U niversity’s C enter for Neighborhood Developm ent an d the Cleveland Public Schools.

Kingpin of the su m m er program w as $162,554 in supp o rt of 12 projects designed by the established netw ork of com m unity agencies an d selected for funding by a com m ittee representing the Foundation, YSCC an d th e Center for Neighborhood Developm ent. The Federation for C om m unity Planning served as fiscal agent for the work.

Em ploying a total of 96 youths, aged 16 to 21, these projects w ere anything b u t m ake-w ork; they stressed tangible skill developm ent by all participants.

As a YSCC staff m em ber observed, “One problem w ith CETA jobs is the com m on perception th a t th e y ’re ‘en ­ titlem en ts.’ Here we told kids, ‘Okay, this is a job. T his agency is your em ­ ployer. If th e agency is not satisfied w ith your work, it can an d will fire yo u .” ’ To em phasize th e seriousness of

the endeavor, m ost agencies hired ex­ perienced supervisors such as laid-off or unem ployed workers, instead of the usual inexperienced college students.

The dozen projects, located for the m ost p art in low-income areas, ranged from renovating and landscaping of the 7 5 -year-old East End House on Woodhill Road to landscaping and m aintain­ ing a new picnic area in eastern Hough.

At Cleveland Lakefront State Park, now operated by the Ohio D epartm ent of N atural Resources, youths not only com bated erosion b u t learned tech­ niques of the concrete trade by laying out a new physical fitness course.

Youths painting senior citizen dwellings for the West Side C om m unity House developed enough expertise to even­ tually go out on their own.

Most im portant, the work often gave a youth a greater stake in his own neighborhood. Eight teenagers, for ex­ am ple, working for the Friendly Inn Settlem ent House, w ent through three vacant and vandalized apartm ents in the subsidized Carver Park Estate, til­ ing floors, glazing windows, prim ing plaster, hanging doors. “Lots of kids live in the area,’’ a staff m em ber reports with a laugh, “and word soon got around th at Big Jo h n fixed those w in­ dows. Those windows are gonna stay fixed!”

YSCC staff believes success of the 12 projects, which were p u t together in about two weeks, can be attributed to a conspicuous (and rare) lack of red tape in the process: “We used agencies we knew were going to do the jo b —and unlike CETA we didn’t set incom e cri­ teria. We ju s t told the agencies, ‘You pick the kids who need the w ork.’

There were no abuses of th a t latitude.”

The Foundation also authorized $50,000 to the M etropolitan Cleveland Jo b s Council in a challenge grant m atched by 12 local com panies and the Downtown Business Council. The grant supported Team m ates, a six-week pro­ gram successfully piloted in 1981 by the S tandard Oil Com pany (Ohio), in which team s of 16- to 18-year-olds tack­ led an array of com m unity im prove­ m ent projects.

One hundred sixteen youths and 17 supervisors worked downtown, in near east and near west side com m unity areas, Rapid Transit hom estead sites,

T h e s p e c ia l s u m ­ m erjo b s pro g ra m m a n a g e d to m a k e so m e im p a c t on n e a r ly a ll o f th e c i t y ’s d e p r e s s e d n e ig h b o rh o o d s— b u t th is w a s an em erg en cy re sp o n s e , a n d m o d e s t c o m p a re d w ith th e n eed .

Y ou th s L a y in g O ut N ew P h y s ic a l F itn e s s C ou rse a t C le v e la n d L a k efr o n t S ta te Park: a n yth in g b u t m ake-w ork, th ese su m ­ m er jo b s str e s s e d tan gible skill develo p ­ m e n t (photo co u rtesy o f The Plain Dealerj.

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T h e w o r k o fte n g a v e a y o u th a g r e a te r s ta k e in h is o w n n e ig h b o rh o o d .

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Cleveland M etropolitan Housing A uthority Riverview E states an d Rockefeller Park, concentrating on clean up, m aintenance an d repair.

Tbols for m any of the task s w ere su p ­ plied by th e city. W ith Foundation assistance, the Jo b s Council also placed eight y ouths in regular com pany em ­ ploym ent through its Youth Buddies program .

TWo projects, sponsored by Minority Youth Helpers (MYH) w ith the aid of a $23,094 Foundation grant, were direct­ ed especially a t youths from the Glenville area. W ith the cooperation of Glenville M erchants Association and 30 sm all businesses throughout the city, MYH placed one y o u th —in a few cases, two or th re e —in jobs ranging from in­ surance clerk to poultry m arket dock person. Many of the youths were re­ tained on a part-tim e basis a t the end of the sum m er. The second MYH program em ployed eight youths to m ake im ­ provem ents at its 73rd Street and Superior headquarters, w hich is being partially developed as a learning center w ith the aid of a com m unity develop­ m en t block grant.

O ther pieces of the Foundation’s su m m er youth em ploym ent program were g rants of $9,308 to supplem ent the su m m er work force at Cleanland, Ohio; an d $9,500 to increase the enroll­ m en t of Cleveland high school stu d en ts at the S um m er Engineering and Sci­ ence Experience project at Case Wes­ tern Reserve University, a program w hich serves m inority stu d en ts inter­ ested in science or engineering careers.

By stretching available dollars, the Foundation’s program m anaged to m ake som e im pact on nearly all of the city’s depressed neighborhoods. Never­ theless, this w as an em ergency re­ sponse, an d m odest com pared w ith the dim ensions of the need. In mid-1982, the G reater Cleveland Roundtable, a coalition of com m unity leaders, began planning a larger em ploym ent effort geared tow ard su m m er 1983. Their sub seq u en t proposal for a new organi­ zation, Youth O pportunities Unlimited (Y.O.U.), w as funded by a 1983 Cleve­ land Foundation grant. Y.O.U.’s goal during its first sum m er will be to em ­ ploy or find em ploym ent for 1,000 area youths.

D is tin c tiv e L e g a c y : F u n d B e n e fits D o n o r9s H o m e to w n One m orning in late 1975, a courtly, som ew hat eccentric-looking gentle­ m an, advanced in years, dropped into the F oundation’s office unexpectedly, introducing him self as L. Dale Dorney of Findlay, Ohio. He inform ed th e recep­ tionist he w as interested in com m unity foundations—an d could he please speak to the director?

Dorney w as offered a cup of coffee; the director happened to be available.

At one point in the im p ro m p tu conver­ sation th a t followed, the visitor pulled out a 6 3 -page will he had w ritten himself. T he F o u ndation’s director knew nothing of the m a n —had no idea “w hether he had $5 to his n a m e .” Dor­ ney left im pressed w ith the scope and im pact of the F oundation’s activities.

A year later, D orney—a businessm an and lifelong resident of Findlay who had never m arried —died a t the age of 84, his will providing th a t a $5 million tru st be held by The Cleveland Founda­ tion. Fifty-five percent of the an n u al in­ com e from the tru s t w as to be distribut­ ed to institutions of higher education in Ohio for program s in business; the bal­ ance w as earm arked for su pport to taxexem pt organizations in Findlay and H ancock County.

In accepting the tru s t fund, The Cleveland Foundation began for the first tim e in its history extensive activi­ ties in a d istan t Ohio com m unity. And in fulfilling D orney’s w ishes in the field of business education, the Foundation launched its first statew ide program in 1982 (see Education). Total grant m ak­ ing from Dorney tru st fund incom e has am ounted to m ore th a n $ 1 million over four years.

Since 1979, w hen the initial grants for Findlay and Hancock C ounty were authorized, Foundation staff have becom e increasingly well versed on life in a charm ing, forw ard-thinking com ­ m unity located about 120 m iles w est of Cleveland. D uring the p ast decade, Findlay, w hich serves as the county seat, has grown steadily in population to about 40,000 (Hancock County n um bers 65,000).

Final decisions on all g ran t m aking from the L. Dale Dorney F und rest, of course, with the F oundation's D istribu­ tion Committee. But the Foundation receives valuable assistance in the

P la n for F in d la y ’s N ew M u n icip al B u ilding: a notable civic im provem en t in a charm ing, fo rw a rd -th in k in g c o m m u n ity 120 m iles w est of Cleveland.

evaluation of req u ests from a com m it­ tee of local citizens created u n d er the provisions of the Dorney will. The fivem em ber Findlay D istribution Com m it­ tee, an advisory body, is m ade up of the presiden t of the Findlay Area C ham ber of Com m erce, the executive officer of H ancock M inisterial Association, the m ayor of Findlay, the judge of the Pro­ bate Division of the Com m on Pleas court, an d a local b u sin essm an a p ­ pointed by the presiding judge of the C om m on Pleas Court.

Several g ran ts authorized in 1982 docum en t th e stren g th an d vibrancy of the “Findlay connection.”

■ A g ran t of $17,500 capped a two-year p lanning process aim ed a t revitalizing dow ntow n Findlay. W ith basic develop­ m en t p lans com pleted an d needed land acquired, groundbreaking is scheduled for su m m er in the first phase of a con­ struction project th a t includes a $6million, three-story m unicipal building an d parking lot. The building will house city adm inistrative offices, the police dep artm en t, the m unicipal court an d the city council. It replaces an

8 0 -year-old facility th a t not only failed to provide sufficient space, b u t failed to m eet Ohio building and fire codes.

Financed by revenue from the city in ­ come tax and bolstered by an $800,000 contribution from the M arathon Oil C om pany (headquartered in Findlay for nearly a century), the new building is to be followed by an adjoining 87,000square-foot retail complex and parking garage supported by private invest­ m ent.

The Foundation first funded revitali­ zation plans in 1980 w ith a $48,000 grant th a t triggered a deliberate, stepby-step collaboration am ong the city, the building com m ission and the plan­ ner/developer.

In a c c e p tin g th e L. D a le D o rn e y T r u s t F und, th e F o u n d a tio n , f o r th e f i r s t tim e in i t s h is to r y , b e g a n e x ­ te n s iv e a c tiv itie s in a d is t a n t O hio c o m m u n ity .

■ The city of Findlay’s “block w atch ” program —a national model of volun­ teer initiative—dram atizes how citizens can accept the responsibility of looking out for neighbors’ houses and property.

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T h ro u g h tw o y e a r s o f w o rk , th e F ou n ­ d a tio n 's g o a l in th e e c o n o m ic d e v e lo p ­ m e n t p r o je c t h a s r e m a in e d e s s e n ­ ti a l l y th e sa m e : to c r e a te a b e tte r u n d e r s ta n d in g o f c h a n g in g e c o n o m ic c o n d itio n s in th is reg io n .

As a m atter of fact, Cleveland is one of th e com m unities w hich borrow ed ex­ tensively from Findlay in fashioning its ow n program .

In 1981, block w atch spread out, u n d er the aegis of the Hancock County sh eriffs office, to cover the entire coun­ ty, aided by an $8,200 Foundation g ran t authorized in 1982. E stablish­ m en t of the block w atch com ponent and a m ore general crim e prevention u n it h as enlisted the sup p o rt of civic organizations, businesses and over 2,200 volunteers. County officials are confident the netw orking techniques will reduce the incidence of crim e and vandalism in the co u n ty ’s rural areas by 15 percent.

civic plans were developed an d evaluated by a special advisory com ­ m ittee and the planning com m ission.

Geared to finding new opportunities for business and industry, the land use plan m akes an overall a tte m p t to e n ­ courage new developm ent in th e areas w here it can be served effectively by ex­ isting public facilities. P lanning officials stress th a t the plan is to be reviewed autom atically every five years, and is to be th o u g h t of as a “guide to decision m ak in g .”

A $3,200 Foundation g ran t funded preparation an d initial p rin tin g of a brochure w hich sum m arized th e plan for public inform ation purposes.

■ Yards of red tape are sure to be cu t in the Findlay/H ancock judicial process at the Hancock County Data Board w ith the installation of new com puterized system s w hich will handle all process­ ing for county agencies.

With a grant of $37,500, the F ounda­ tion supported the purchase of a soft­ w are package th at eventually will be used by both county (Common Pleas an d Probate) and m unicipal courts.

Theirs will be one of the first com ­ puterized court system s in the state.

Modeled on a system devised for Topeka, K ansas, the program s will stream line case m anagem ent and ju ry selection. Among other services, the system s should reduce the am o u n t of tim e an d effort needed to sum m on and track jurors, and greatly reduce the am o u n t of tim e spent in paper h a n ­ dling.

F o u n d a tio n B u ild s On W ork in E c o n o m ic A n a ly s is

■ T h e Hancock Regional Planning Com m ission recently com pleted a plan for Findlay’s land use which in level of detail goes above and beyond the strategies of m ost com parable com ­ m unities.

Entitled “ Findlay 2000,’’ the com ­ prehensive plan, three years in the m aking, divides Findlay into 16 separate neighborhoods—areas w hich by virtue of physical barriers, housing types or other characteristics share a certain identity. Planning issues and goals were discussed a t citizen m eetings in all the neighborhoods. The

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T he F oundation took several im portant steps in 1982 to continue an d expand the work in regional econom ic m onitor­ ing and analysis it had begun the previ­ ous year. In grants totaling $570,600 m ade to Case W estern Reserve Univer­ sity ’s W eatherhead School of M anage­ m en t an d Cleveland S tate U niversity’s U rban Center, the Foundation set proj­ ects in m otion w hich build on the Rand C orporation’s 1981 base-line study of the local econom y. T his phase of the program also includes the participation of the Federal Reserve B ank of Cleve­ land.

T hrough two years of work, the Foun­ dation’s goal h as rem ained essentially the sam e: to create a b etter u n d erstan d ­ ing of changing econom ic conditions in a region beleaguered by w hat analysts euphem istically refer to as “structural shifts.” This is a subject th a t dem ands the best thinking th a t can be brought to bear.

The projects proposed by the two uni­ versities address m any of the services recom m ended for installation in the com m unity by Rand, all of w hich were reviewed by an advisory group of com ­ m unity leaders and econom ists. Divi­ sion of the projects reflects the in stitu ­ tional strengths and interests of CSU and CWRU. The U rban C enter g ran t will be used to establish the Cleveland Economic Analysis Project, to be directed by a regional econom ist soon to be recruited.

T he project will keep up to date and m ake accessible to th e com m unity the regional econom ic d ata base and d ata clearinghouse R and developed in 1981-82. D uring the start-up period for this p art of th e program , the Federal Reserve B ank is providing technical assistance to th e U rban C enter (includ­ ing counsel in the hiring of the first di­ rector) a n d will w rite an d publish the first several reports in an ongoing series dealing w ith regional econom ic trends.

T h at series ultim ately will be produced by the U rban Center.

It is expected th a t w ork com pleted by the U rban C enter’s staff will assist com ­ m unity leaders in m aking inform ed pol­ icy an d program m atic decisions w hich affect econom ic developm ent. The m onitoring u n it will be equipped to analyze an d report on issue-oriented questions posed by a range of potential users, including governm ent entities, research ers an d not-for-profit agencies.

By focusing on ind u stry studies, CWRU’s program will a ttem p t to isolate m an ag em en t factors w hich lead to in ­ novation an d th e developm ent of new high-technology products. The work should be of p articu lar—an d p racti­ cal—value to th e business com m unity: faculty will develop an active exchange w ith local executives regarding internal m an ag em en t stru ctu res, practices and strategies.

T he com m ittee of econom ists th at served in an advisory capacity to the F o u n d ato n ’s project last year has been restru ctu red as the Regional Economics Advisory Forum . Headed by th e chief econom ist for one of the m ultinational corporations head q u artered in Cleve­ land, th e com m ittee includes represen­ tatives from the Federal Reserve Bank, the City, planning agencies an d a n u m ­ ber of com panies.

The first regional tre n d s report is slated for publication during th e su m ­ m er, w ith findings from th e initial in ­ d u stry studies expected later this year.

G r a n ts S p u r M a n a g e m e n t T ra in in g P ro g ra m s Since th e m id-1970s, the Foundation h as m ade funds available so th a t staffs of various Cleveland in stitutions could seek advanced m an ag em en t training in higher education, health an d govern­

m ent. Three 1982 grants aw arded in the Civic Affairs area carry on th a t con­ cern for the benefit of several different types of “stu d en ts.”

■ At City Hall, the m ayor’s rallying cry to m anagem ent staff these days is, “You’re already working h ard er—now let’s work sm arter!” Several years ago, the O perations Im provem ent Task Force found the City’s governm ent to b e —as the m ayor p u ts it— “in the Dark Ages of m anagem ent.” Training pro­ gram s were nonexistent in m ost City departm ents, though they were badly needed, said the Task Force, in at least 20 different areas.

T hat is changing. As p art of the per­ sonnel departm ent, the m ayor has p u t in place a Division of Educational and Research Service, headed by a respect­ ed professor of econom ics the City is sharing with Cleveland State Universi­ ty. With m ajor grants from the Cleve­ land and G und foundations, the new division is fast becom ing a strong and versatile resource as the City’s in-house continuing education and training center.

W ith technical assistance from Case Western Reserve University’s D epart­ m ent of Organizational Behavior, the division’s training program has “g radu­ ate d ” 115 upper-m iddle-m anagem ent personnel—all of w hom attended 10 weeks of instruction com bining such approaches as “m anagem ent by objec­ tive” and J a p a n ’s “quality circles.”

Topics ranged from “m anaging in­ dividual differences” to “system s th in k ­ ing,” which deals w ith the intricacies of city governm ent.

Led by a “faculty” of 15 upperm anagem ent staff specially trained by CWRU, the sessions include a large dose of on-your-feet participation to sim ulate real problems. The division’s ultim ate goal is to reach 500 city em ployees from all departm ents. “We have our own university,” says a charged-up adm inistrator, “right here at City Hall.”

Other program s operated by the divi­ sion are sum m er internships in which area college seniors and graduate

A t C ity H all, th e m a y o r ’s r a lly in g c r y to m a n a g e m e n t s t a f f is, “ You're a lr e a d y w o r k in g h a r d e r —n o w le t's w o r k s m a r te r !"

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M a in te n a n c e o f R T A ’s n e w b u s e s r e q u ir e s s o p h is ­ tic a te d tr a in in g , b u t a s u p e r v is o r a d m its th a t “ so m e o f o u r o ld -sc h o o l m e c h a n ic s a re b a s ic a lly w ren ch tw ir le r s

M an agem en t T raining for C ity E m p loyees: “We h ave our ow n u n iversity, ” s a y s a charged-up adm in istrator, “right here a t C ity Hall. ”

stu d en ts work in specific departm ents and earn academ ic credit; special associate degree arrangem ents with Cuyahoga C om m unity College for technical em ployees such as building an d housing inspectors; and a series of retreats for cabinet-level officials.

Leadership from local u rb an universi­ ties recently formed a com m ittee to brainstorm with the City’s departm ent heads, identifying problem s th a t m ight m ake good use of local faculty m em ­ bers through research or counsel.

“The objective of all th is,” says the new division’s m anager, “is to increase efficiency of operations, even a t a tim e w hen we are ham pered by budgetary cutbacks. We are training. We are retraining. We feel th at in m any w ays our operations can be on a par with the private sector.”

■ A new fleet of 150 “RTS-II” buses ac­ quired by the G reater Cleveland Re­ gional Transit Authority (RTA) are sleek, tough and dependable, w ith tech­ nical advances th a t p u t their predeces­ sors in the shade.

38

But th e im provem ents present a problem . “Som e of our old-school m e­ chanics are basically w rench-tw irlers,” explains an RTA supervisor. “T h a t’s not a criticism —b u t w hat they know is how to take things ap a rt and p u t them back together.”

The new buses require m ore sophisti­ cated training. “More and m ore the electrical controls are integrated with the m echanical,” says the supervisor.

“So you gotta know som e electrical. It’s a constant battle, even for the young guys, to keep up w ith the changing technology.”

A Cleveland Foundation g ran t of $45,400 is supporting a dem onstration project th a t m ay win the battle. RTA is one of the first m ass tra n sit system s in the country to try out “Jo b Perform ­ ance Aid” (JPA) packages on the new buses. Developed ten years ago for the U.S. Armed Services by the XYZYX In­ form ation Corporation, JP A s are sets of specially designed instructions th at help get a job done by sim plifying it.

Instruction m anuals contain n o n ­ technical descriptions, color-coded dia­ gram s of circuitry, and step-by-step procedures and checklists. T hey can be

used not only for servicing and repair­ ing b u t for su ch preventive functions as inspecting an d troubleshooting.

Im proved safety an d efficiency are, of course, th e m ajor goals of the project.

But com fort h as not been ignored either: th e JPA air-conditioning package is ready to take on its first Cleveland su m m er. Since w indow s in m any of th e new buses can n o t be open­ ed, this is one project th o u san d s of C levelanders should be rooting for.

■ Since th e early 1970s, T he Cleveland F oundation h as supported the th o u g h t­ ful an d w ide-ranging efforts of nearly 25 housing an d neighborhood develop­ m ent organizations spread throughout the city. T he jo b s perform ed a t these organizations are huge an d complex.

Dedication an d the ability to work with all k inds of people are prerequisites for staff m em bers. B ut increasingly im por­ ta n t if whole neighborhoods are in fact to be tu rn e d aro u n d is a working know ledge of real estate. The m en and w om en w ho toil in this not-for-profit aren a m u st a t th e very least know how the for-profit world functions.

A national organization based in Philadelphia called Public/Private Ven­ tures (P/PV) now offers, am ong a n u m b er of services, a Developm ent Training Institute to help com m unity econom ic developm ent practitioners learn to use private resources m ore ef­ fectively, especially in low-income neighborhoods. G rants from th e Cleve­ land an d G und foundations funded three Cleveland in tern s a t the first in ­ stitute: th e directors of Neighborhood Housing Services and Union-Miles De­ velopm ent Corporation, an d the project m an ag er a t Cohab, a housing organiza­ tion in the St. Clair-Superior area.

T hirty in tern s from all over the coun­ try were enrolled in the 13-m onth insti­ tu te w hich m et in several one- or twoweek sessions along the eastern sea­ board. Lectures an d discussions often featured for-profit developers and bankers. E ach session also included a large assig n m en t th a t could only be com pleted on the in te rn ’s hom e turf.

T he in tern from Cohab, a form er u r­ ban affairs m ajor in college who had never received an y form al business training, praises the In stitu te’s “m eat and p o tato es” syllabus. “ Everything is analyzed from a b u siness perspective,” he says. “And one of the Cleveland a s­ signm en ts for all three of us involved finding out how several financial insti­ tutions w ork by actually interview ing vice presidents an d d ep artm en t m a n ­ agers.

“W hat P/PV did,” m aintains the in­ tern, “was to help us develop some skill and confidence in dealing w ith business people. T hen it opened doors for us to those people we need to know in Cleve­ land. It’s up to us to take it from th ere.”

E n e r g y C o n s e r v a tio n F u n d To A id S m a ll In n e r-C ity A g e n c ie s Crossroads for Youth, a shelter for school-age girls on Cleveland’s near w est side, is housed in a century-old, 21-room m ansion whose gas bills often hit $1,000 a m onth. At the Good S am aritan Youth Center, operating on the east side out of an old A&P store, large space heaters ru n up bills nearly as high.

These are ju st two of an anticipated 250 h u m an service organizations which over the next five years stan d to benefit from a large-scale program in energy conservation initiated by the S tandard Oil Com pany (Ohio). The pro­ gram could reduce the agencies’ fuel consum ption by as m uch as 30 per­ cent.

Sohio has com m itted half of the pro­ g ram ’s $2.25 million price tag in the form of a grant to the not-for-profit L utheran Housing Corporation (LHC), the organization selected to m anage the project. The Cleveland Foundation granted $300,000 to LHC over two years, and support has come from other local corporations and foundations.

The m oney will subsidize the Cleve­ land Nonprofit Energy Conservation Fund, which under LHC’s direction will provide financial and technical assis­ tance to client agencies th a t require som e form of “retrofitting” to be energy efficient (for exam ple, wall insulation, w eather stripping and window tre a t­ ment).

The program can serve a large n u m ­ ber of local agencies th an k s to its dis­ tinctive design as a revolving loan fund.

To qualify for a loan, an agency’s retrofit work m u st cost no m ore th an $15,000 and m u st be able to pay for itself in energy savings or costs avoided over a period of two and a half years. An

T he n e w N o n p ro fit E n e r g y C o n ser­ v a tio n F u n d c o u ld re d u c e h u m a n s e r v ic e a g e n c ie s ’ f u e l c o n s u m p tio n b y a s m u ch a s 3 0 p e r c e n t.

39

need for heat. Staff hope to offer fin an ­ cial assistance for up to 40 agencies during the fu n d ’s first year.

W ith energy bills for the typical notfor-profit agency expected to com m and upw ards of 10 percent of operating ex­ penses in the n ear future (com pared w ith 4 percent five years ago), the fund appears to be a wise in v estm en t for Cleveland’s philanthropic sector. As Sohio points out, by keeping an agen­ cy ’s fuel costs down, there is a better chance of keeping the m ost im portant budget line item s—those representing actual h u m a n service delivery—up.

Q u a d L e a d e r s C h a r t P la n s f o r N eig h b o rh o o d I m p r o v e m e n t

E n ergy C o n serv a tio n F u n d in A ction:

by keeping an agency’s fuel costs down, a better chance of keeping human seruice delivery up. agency am ortizes the loan over a fiveto seven-year period through m onthly paym ents of approxim ately one half of m onthly energy savings.

The program poses any num ber of challenges. LHC staff will be called upon for technical assistance in such sophisticated areas as energy m anage­ m ent, contract letting, a n d —w ith the aid of co m p uters—m onitoring conser­ vation results. In assessing buildings originally designed as com m ercial structures, LHC, whose energy back­ ground is in residential dwellings, will m ake use of two contractors w ith ex­ pertise in evaluating and converting entire heating system s.

L utheran Housing’s overriding goal is to work with sm all inner-city agen­ cies w here day-to-day crises in m eeting h u m an needs often prevent long-range thinking. During the program ’s first m onths, LHC staff will pay particular attention to organizations th a t supply day care for the elderly and chil­ d re n —organizations with a constant

40

“We are enclosed in this sp o t,” says the president of Cleveland S tate University, describing the inner-city neighborhood th a t CSU helps to anchor. “We are here to stay, so we have to take steps to im ­ prove life h ere.”

CSU and two other prom inent institu­ tions th a t inhabit the sam e a re a — C uyahoga C om m unity College and St. V incent Charity H ospital—have formed a cooperative association to do exactly that. T heir so-called “St. Vincent Q uadrangle” is roughly bounded on the n o rth by C hester Avenue, on the south

by RTA tracks, on the east by East 30th S treet and on the w est by E ast 18th Street. Supported by a Foundation g ran t of $101,500 over three years, the recently form ed consortium includes 20 associate or affiliate m em ber organi­ zations, am ong them the Cuyahoga M etropolitan Housing Authority, the Salvation Army, Trinity C athedral and the dow ntow n YMCA. The new association faces a form id­ able challenge; som e of the poorest housing in the city is located here, and crim e h as been a problem for years. On the other hand, m ore th an 2,000 people w ork at St. Vincent Charity, an d 10,000 are in an d out of the Q uadrangle build­ ings each day. There is, as u rb an plan­ ners say, the “critical m a ss ” necessary for sound planning to begin.

Q uadrangle leadership is well aware th a t since the mid-1970s m any plans for the area have been proposed—but never im plem ented. “T hey were gran­ diose, unrealistic," says a Q uadrangle staff m em ber. “We’re w orking from solid com m itm ents from institutions w ith som e power to do som ething, but w e re not out to build Rome. We’ll start sm all from w ithin.”

I

The association, w hich will soon hire a full-time director, h as agreed to tackle several initial projects it describes as “tangible, doable.” First priority is im ­ provem ent of E ast 22nd Street, a “natural corridor” ru n n in g from CSU to C uyahoga C om m unity College. Enough organizations are housed on the street, m aintain Q uad leaders, to offer residents th e hope of increased street life, provided som e atten tio n is paid to b etter lighting, signs an d security.

O ther priorities include im provem ent of East 30th S treet an d a cooperative venture w ith the C uyahoga Metropoli­ tan Housing A uthority to upgrade the Cedar Estates. A long-term goal is for the Quad to be strong enough to attra ct developers of ap a rtm en ts an d condo­ m inium s.

Despite th e funding challenges th a t lie ahead, p lanners sense a “Quad spirit” ready to tu rn the area around.

“We b u tt up against Playhouse Square, which is a p lu s,” says one. “And there are two cam puses here w ith wide, grassy expanses. T h e re’s som ething special to be m ade o ut of all th a t.”

M ig ra tio n P a tte r n s In s p ire JCC E x p a n s io n in B e a c h w o o d Tb m eet th e changing needs of the Jew ish population it serves, the Jew ish C om m unity C enter (JCC) will build a new $12-million com plex in Beachwood on a 5 3 -acre site east of Rich­ m ond Road. A portion of the com plex is supported by a Cleveland Foundation grant of $250,000 over two years.

Plans for JCC expansion were six years in th e m aking. Back in 1976, the agency’s leadership identified a need for a family cam p/conference center to supplem ent its hom e base center in Cleveland Heights; th e facility w as con­ ceived for JC C ’s Halle P ark property in rural Burton.

But as JC C board an d staff began to take a closer look a t th e use of their ex­ isting center, they spotted an im portant trend th a t would shape all expansion efforts: C leveland’s Jew s were fanning out to su b u rb s east of the Cleveland Heights location. How could the agency ask its m em bers to travel 25 m iles to a conference an d recreation ce n ter—and ask them to drive som e distance to get to the hom e center itself? The m igra­ tion p attern w as m aking it difficult for JCC to fulfill its stated m ission “to serve the whole Jew ish com m unity."

After several years spent in exploring possible options, JCC developed a m aster plan, published in 1981, which solved the problem adroitly and w ith vi­ sion. The agency elected to build not in Burton, b u t in Beachwood, a suburb whose central location would be con­ venient for today’s young Jew ish families. The proposed family cam p/ conference center would be joined by a new 90,000-square-foot center. All facilities would be seated on gracious, heavily wooded acreage on a site n est­ led in the h eart of an urban area.

J u s t as im portant, JCC decided to continue operating the center on May­ field Road. “We knew we couldn’t turn our back on th at location,” says the agency’s director. “Strong cultural and social program s are established there, and the neighborhood now includes m any seniors and frail elderly who can best be served close to their hom es.”

W hen com pleted in five to six years, the complex will boast a superb o u t­ door recreation area with a 1Vi-acre lake, pool, tennis courts, softball and athletic fields, jogging track and playground. The conference center building will include racquet ball courts, a gym nasium and m eeting rooms.

JCC will soon em bark on a public fund-raising cam paign for the project, w ith groundbreaking targeted for spring 1984. A Cleveland Foundation m atching grant of $750,000 in support of the conference center was authorized in 1978; funds will be released upon JC C ’s com pletion of the m atch. Al­ though The Cleveland Foundation nor­ mally does not support capital pro­ gram s, the two JCC g ra n ts—totaling $1 m illion—were authorized from the income of funds restricted for Jew ish causes; and the Jew ish com m unity clearly views this project as a high priority.

The Beachwood com plex prom ises outstanding facilities with enorm ous appeal for the entire family. “I have a 10-year-old,” says the president of the agency, “and I w ant her favorite place to be this com m unity center, not a shopping m all.”

“I h a v e a lO -yea ro ld ,” s a y s th e p r e s id e n t o f th e J e w is h C o m m u n ity C en ter, “a n d I w a n t h e r f a v o r ite p la c e to b e o u r n e w c o m p le x , n o t a sh o p p in g m a ll. ”

41

T h e C lev ela n d F o u n d a tio n (Inc.)— Evaluation of grant to M.Y.H. Club Corporation for intensive educational assistance to school youth . . . $ 5 ,0 0 0 Evaluation of the special sum m er youth em ploym ent project. . . $ 4 ,5 0 0

C le v e la n d T e n a n ts O r g a n iz a tio n — Three neighborhood land trusts w ithin the City of C leveland and a cityw ide land trust um brella organ­ ization (third year) ................ $ 1 5 ,0 0 0

Civic Affairs Grants

Feasibility study for a m utual housing dem onstration p r o je c t............$ 1 5 ,0 0 0

C ohab I n c o r p o r a te d —H ousing rehabilitation program over two y e a r s .............................................$ 3 0 ,0 0 0

Monitoring of grant to the Greater Cleveland Regional Transit Authority for a demonstration project to im ple­ m ent job performance aids . . $ 1 , 0 0 0

C u y a h o g a C o m m u n ity C o lleg e — Project to m arket neighborhoods $ 1 5 ,0 0 0

B lo ck W atch o f H ancock C ou n ty, Inc., F in d la y , O h io —Hancock Coun­ ty Crime Prevention Unit and Block Watch Program of the Hancock County Sheriff’s O ffice*..........$ 8 ,2 0 0

Monitoring, technical assistance and evaluation for Hough Area Develop­ m ent Corporation’s strategic oper­ ating and financial p la n .......... $ 5 ,0 0 0

T h e C u y a h o g a C o u n ty B ar A s s o ­ c ia t io n - P u b lic servants merit awards over three years . . . .$ 1 ,8 0 0

Special sum m er youth em ploym ent project.......................................... $ 2 3 ,6 0 0

C u y a h o g a C o u n ty B oard o f C om ­ m is s io n e r s , O ffic e o f E co n o m ic D e v e lo p m e n t —County wide Com ­ mercial and Industrial Vacant Land Inventory P r o g r a m ................ $ 3 0 ,0 0 0

C ase W estern R e se r v e U n iv er­ s i t y —Assistance in clearing debris from Doan Brook Culvert to eliminate floods in University Circle/Rockefeller Park a r e a .................................... $ 2 5 ,0 0 0 Special sum m er youth em ploym ent project for sum m er engineering and science experience . . . . $ 9 ,5 0 0 Start-up support for the Innovations Management Center over 18 m onths $ 1 4 5 ,0 0 0 C itiz e n s o f C u yahoga C ou nty O m bu dsm an P rogram —Operating support (third y e a r ).................$ 3 5 ,8 0 0 C ity o f C le v e la n d —Department of Economic Developm ent’s plan for the targeted area redevelopment p ro g ra m ..................................... $ 6 0 ,0 0 0 Department of Personnel’s m anage­ m ent training and intern programs over 19 m o n th s ..................... $ 1 1 7 ,0 0 0 C levelan d C on tractors A s s is ta n c e C orp oration —Operating support for minority contractors assistance pro­ gram (second year) ...................$ 5 ,0 0 0

Technical assistance to and evalua­ tion of grant to Cleveland State Uni­ versity to establish a Cleveland Economic Analysis program at the College of Urban Affairs, The Urban C enter.......................................... $ 2 5 ,0 0 0 C le v e la n d H o u sin g N etw ork , I n c .—Operating support over three y e a r s............... ........................ $ 1 6 0 ,0 0 0 C le v e la n d M ach in e T rad es A s s o c ia t io n —Em ergency operating s u p p o r t.......................................... $ 5 ,0 0 0 C le v e la n d M u n icip a l C ourt, O ffice o f C lerk o f C o u r ts—Special project conducted jointly by the Clerk of Courts, the Division of Police and the Office of the Prosecutor to improve ar­ rest procedures and the process for serving warrants for traffic and parking violations over 18 m onths $ 9 5 ,0 0 0

C u y a h o g a C o u n ty R e g io n a l P la n ­ n in g C o m m is s io n —The Greater C leveland Area Interstate Corridor Image Im provem ent Program over two y e a r s ..................................$ 5 0 ,0 0 0 C u y a h o g a M e tr o p o lita n H o u sin g A u th o r ity —D evelopm ent of a com ­ prehensive m odernization plan for the Old Cedar public housing e s t a t e ........................................ $ 1 5 ,0 0 0 C u yah oga V a lley C o m m u n itie s C ou n cil, Inc., B r e c k s v ille , O h i o Operating support (fifth year) $ 7 ,5 0 0 D e tr o it S h o r e w a y C o m m u n ity D e v e lo p m e n t O r g a n iz a tio n — Neighborhood developm ent activities over 15 m o n th s ......................... $ 2 4 ,5 1 5 F e d e r a tio n for C o m m u n ity P la n ­ n in g —Special sum m er youth em ­ ploym ent project ...............$ 1 6 2 ,5 5 4

C levelan d D ev elo p m en t F oun da­ tio n (G reater C levelan d G row th A sso c ia tio n )—Establishment of the Center for Small Business Develop­ m ent over three y e a r s ............$ 8 5 ,0 0 0

C le v e la n d S ta te U n iv e r s it y — Developm ent of a revenue and exp en ­ diture forecasting m odel for the City of Cleveland at the College of Urban Affairs, The Urban Center . . $ 4 9 ,0 0 0 Establishm ent of a Cleveland Econom ic Analysis program at the College of Urban Affairs, The Urban Center over two years . . . . $ 4 2 5 ,6 0 0

Management review of Cuyahoga County governm ent................ $ 1 5 ,0 0 0

H ousing and neighborhood develop­ m ent services . . . . $ 5 ,0 0 0

Phase II of the com m unity capital investm ent strategy project over two years ............................... $ 1 4 6 ,0 0 0

H ousing research and policy project of the College of Urban Affairs, The Urban Center . . . . $ 20,000

F r ie n d s o f S h a k er S q u a re, I n c .— Developm ent of a housing rehabilita­ tion program ........................... $ 1 5 ,0 0 0

Neighborhood Developm ent Program of the College of Urban Affairs, The Urban Center (fourth and fifth year) $ 1 8 0 ,0 0 0

G o v e r n m e n ta l R e s e a r c h I n s tit u te — Establishm ent of a volunteer and corporate loan executive program for the Mayor's Operations Volunteers Effort (M O VE).........................$ 1 5 ,0 0 0

C ity o f F in d la y , F in d la y , O h io— Phase II of the dow ntow n develop­ m ent plan* ..............................$ 1 7 ,5 0 0 F o r e st H ill P a rk w a y A rea C oun­ c i l —Neighborhood Preservation P roject........................................$ 1 1 ,7 4 0

Study to revise the Ohio tax sy stem

42

$ 20,250

G r e a te r C le v e la n d R e g io n a l Tran­ s it A u t h o r it y —Dem onstration pro­ ject to im plem ent job perform ance a id s ............................................. $ 4 5 ,4 0 0 G rea ter C le v e la n d R o u n d ta b le — Study on race and ethnic relations $ 5 0 ,0 0 0 H an cock C o u n ty D ata B oard, F in d la y , O h io —Developm ent of a com puterized case m anagem ent and jury s y s t e m * ........................... $ 3 7 ,5 0 0 H an cock P ark D is tr ic t, F in d la y , O h io —A cquisition of Shank Lake Nature Preserve* ................. $ 7 5 ,0 0 0 H an cock R e g io n a l P la n n in g Com ­ m is s io n , F in d la y , O h io —Production and circulation of the Findlay Com ­ prehensive Land Use Plan* . . $ 3 ,2 0 0 H e ig h ts C o m m u n ity C o n g r e s s — Housing code com pliance program (third y e a r ) .............................. $ 2 5 ,0 0 0 H ough A rea D e v e lo p m e n t C orpor­ a t io n —B usiness, housing and industrial developm ent . . . . $ 3 5 ,0 0 0 T h e H o u sin g A d v o c a te s , I n c .— General R evenue Sharing Project $ 1 8 ,0 0 0 I n s tit u te for U rban D e sig n , P u r­ c h a s e , N ew Y ork—Urban design c o n fe r e n c e .............................. $ 10,000 J e w is h C o m m u n ity C e n te r o f C le v e la n d —Establishm ent of a yearround family cam p/conference center over two years ....................$ 2 5 0 ,0 0 0 L eagu e o f W om en V o ters o f C le v e la n d E d u c a tio n a l F u n d , In c .—Publication, prom otion and distribution of “H ere’s Cuyahoga County” ................................... $ 1 2 ,8 8 5 T he L eg a l A id S o c ie ty o f C le v e ­ la n d —Feasibility study for establishing a nonprofit housing m anagem ent c o m p a n y .......... $ 8,000 L in co ln I n s t it u t e o f L an d P o lic y , In c., C am b rid ge, M a s s a c h u s e t t s — Cleveland area land data system for the City of C levelan d ...............$ 5 5 ,0 0 0 L orain C o u n ty C ab le C o m m u n ica ­ tio n s A d v is o r y C o m m issio n , E ly r ia , O h io —Cable C om m unica­ tions Advisory C om m ission over two y e a r s ...................................$ 2 4 ,5 0 0

L u th e r a n H o u sin g C o r p o r a tio n — Cleveland Nonprofit Energy Con­ servation Fund over two years $ 3 0 0 ,0 0 0 Home m aintenance and repair program (third y e a r ) ............ $ 3 0 ,0 0 0 M.Y.H. Club C o rp o ra tio n —Inten­ sive educational assistance to school y o u t h ........................... $ 43,000 M e tr o p o lita n C le v e la n d J o b s C o u n c il—Special sum m er youth em ploym ent p r o je c t ............ $ 5 0 ,0 0 0 Youth and School Industry P rogram .................................. $ 5 4 ,0 0 0

»

M iles A h ead , I n c .—A ssistance in com pletion of the Lee-Miles project $ 1 3 ,0 0 0 M oreland C om m u n ity A s s o c ia ­ t io n —Budget counseling program over two years ...................... $ 2 5 ,0 0 0 T h e N a tio n a l A ca d em y o f P u b lic A d m in istr a tio n F o u n d a tio n , W a sh in g to n , D .C .—Cleveland con­ ference preliminary to a com m ission on more effective governm ent $20,000

N eigh b orh ood H o u sin g S e r v ic e s of C lev ela n d , I n c .—H omeownership Promotion Program .............$ 2 0 ,0 0 0 T h e Old B ro o k ly n C om m u n ity D e v e lo p m e n t C o rp o ra tio n —Im­ provem ent of lower Pearl Road com m ercial district over 30 m onths $ 8 1 ,0 0 0 P u b lic /P r iv a te V e n tu r e s, P h ila d e lp h ia , P e n n s y lv a n ia —Two internships in com m unity econom ic developm ent for the Developm ent Training I n s titu te ................. $ 2 3 ,2 7 4

U n ion M iles C om m u n ity C o a litio n —Neighborhood crime prevention p r o g r a m ............ $ 1 4 ,0 0 0 T he U rban L eagu e o f G rea ter C le v e la n d , I n c .—Program to in­ crease minority em ploym ent in safety careers over two years . . . . $ 9 3 ,6 0 4 W o m en S p a ce—Women in Skilled Em ploym ent (WISE) program (third y e a r ) ................................ $ 10,000 Y o sem ite I n s tit u te , Y o sem ite, C a lifo r n ia —Feasibility study for en ­ vironm ental education program in Cuyahoga Valley National Recreation A r e a ................. $ 5 ,0 0 0 TOTAL CIVIC AFFAIRS GRANTS—UNDESIGNATED ............................................. $ 3 ,7 0 8 ,3 2 2

(Following recipients a n d p ro g ra m s d esig n a ted by donor)

G reater C lev ela n d N eigh b orh ood C e n te r s A s s o c ia tio n — General su p p o r t........................... $ 2 0 0 T he W om en’s C ity Club o f C le v e ­ la n d -E d u c a tio n a l lectures . . .$ 3 9 4 TOTAL CIVIC AFFAIRS GRANTS—DESIGNATED . . . $ 5 9 4 TOTAL CIVIC AFFAIRS GRANTS—DESIGNATED AND UNDESIGNATED . . . . $ 3 ,7 0 8 ,9 1 6 *Grant re c o m m e n d e d by F in d la y D istribution C o m m ittee o f th e L. Dale D orney Fund.

R ap id R e c o v e r y , Inc., DBA C leanla n d , O h io —Improvement of Cleveland’s physical appearance over 18 m onths ..............................$ 2 4 ,4 0 0 S t. C la ir-S u p erio r C oa litio n , I n c .—Neighborhood developm ent activities (third and fourth year) $ 3 0 ,0 0 0 S a in t V in c e n t Q u a d r a n g le —Co­ ordinated planning and com m unity im provem ent activities in the Saint Vincent area over three years $ 1 0 1 ,5 0 0 T ru st for P u b lic L and, S an F ra n ­ c is c o , C a lifo r n ia —Purchase of additional Euclid Beach Parkland

$ 20,000

43

Education Ohio is ailing, w ith state unem ploy­ m ent a t its highest level since the G reat Depression. The state m u st tu rn for help to its colleges an d universities, whose schools of b u siness an d m an ag e­ m ent are now engaged in training m any of tom orrow ’s leaders.

The challenge for educators is great.

Today’s b u siness stu d en ts will soon participate in a field w hich is altered daily by a host of econom ic, political, national an d international forces.

Second-rate business education cannot be tolerated if Ohio is to recover from its current distressing m alaise. Exem plary training is called for.

In 1982. T he Cleveland Foundation launched a m ajor new p ro g ram —the Statewide Program for B usiness and M anagem ent E d u catio n —w ith the goal of m aking a vital an d lasting co n trib u ­ tion to these disciplines w hich figure so prom inently in Ohio’s future. The effort m arked th e first tim e institutions throughout th e state have been eligible for funding from The Cleveland F oun­ dation, w hich norm ally m akes g rants to organizations located in G reater Cleveland.

The first g ran ts aw arded u n d er the new program totaled m ore th an $500,000 an d were aw arded to 12 Ohio institutions of higher learning. These aw ards were authorized at the D istribu­ tion C om m ittee’s M arch 1983 m eeting, and som e projects m ay be launched as late as F ebruary 1984; th u s a com plete listing of grantees will be reserved for the 1983 an n u al report. B ut since 1982 was the year in w hich all groundw ork for this im p o rtan t new program w as laid, it m ay be useful to offer a prologue now.

The program is supported by F oun­ dation incom e from th e L. Dale Dorney Fund. U nder th e term s of his tru st agreem ent w ith th e Foundation, the late Dorney, a b u sin essm an from Findlay, Ohio (see Civic Affairs), stip u la­ ted th a t a significant percentage of the incom e from his tru st w as to be used to strength en b u siness an d m an ag em en t education th ro u g h o u t the state.

H an d s-on C om p u ter T rain in g for B u s in e s s F a c u lty a t C le v e la n d S ta te U n iv e r sity : developin g n ew sk ills to b etter se rv e E xecu tive MBA stu d en ts.

Thankfully, Dorney issued a general and broad-based m andate; as a result, the F oundation’s Distribution Com m it­ tee has been able to exercise con­ siderable latitude in creating the m ost appropriate and flexible program stru c­ tu re to carry out the donor’s wish.

Although the Dorney Fund was established in 1977, the Foundation postponed com m encing the Statewide Program for Business and M anagem ent Education until 1982, w hen income from the Fund could provide grants large enough to help m ake a difference in the field. For the sam e reason, grants will be m ade only once every two years.

Intense competition m arked the first round of grant making, with 35 schools subm itting 53 proposals. The program was open to all accredited, nonprofit in­ stitutions of higher education offering a m aster’s degree in one or m ore fields of business and m anagem ent education.

Size of the grantee institutions ranged from Ohio Dominican College, which enrolls 193 full-time undergraduate business students, to Miami University, which num bers 4,792 full-time u nder­ graduate business students.

As the logical first step tow ard im ­ proving the quality of Ohio’s business education, the Foundation requested th a t proposals focus on some aspect of faculty development. This “th em e” was at the very h eart of the program ’s initial grant making; for in the end it is faculty m em bers, with their varying strengths, who determ ine the quality and content of a school’s program .

Published guidelines for grant seekers stressed th at in these difficult tim es the Foundation was looking to go beyond the traditional m eans of faculty developm ent, such as sabbaticals or research. Instead, the Foundation would look to support new activities or projects currently unavailable to faculties which addressed a priority issue for the subm itting institution; show ed evidence of careful and creative planning; had the enthusiastic support of faculty and departm ent chairm an or dean, and m ade effective use of Foun­ dation funds.

In aw arding grants through this pro­ gram , as in the rest of its work, the Distribution Com m ittee placed con­ siderable em phasis on the innova­ tiveness, coherence and potential value of a proposed idea. Proposals were evaluated initially by a team of out-ofstate experts in business education and faculty developm ent—peers of the grant seekers—and by Foundation staff. Formal recom m endations were

T h e n e w S ta te w id e P r o g r a m fo r B u s i­ n e s s a n d M an age­ m e n t E d u c a tio n m a r k e d th e f i r s t tim e in s titu tio n s th r o u g h o u t O hio h a v e b e e n e lig ib le f o r f u n d in g f r o m T h e C le v e la n d F o u n d a tio n .

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m ade, as is custom ary at the F ounda­ tion, by the appropriate subcom m ittee of the D istribution Com m ittee (in this case, th e Education Subcom m ittee) and finally th e full D istribution Com m ittee.

The p rogram ’s m ost distinctive feature m ay well be its w illingness to su p p o rt w hat Ohio’s colleges and u n ­ iversities them selves consider their highest priorities. Aside from its em ­ phasis on faculty developm ent during th is first round of grants, the F ounda­ tion h ad no preconceived notions about the exact subjects or questions to be a d ­ dressed by institutions seeking grants.

Slightly m ore th a n half of the 13 aw ards dem onstrate the em phasis m any colleges and universities now place on com puters and high tech­ nology, b u t there w as no lack of m erit or creativity in the less technically oriented projects. These include a new b usiness com m unications course at Xavier University, the introduction of so-called “m anagem ent com petency” instruction at Ohio University (in p a rt­ nership with the Am erican M anage­ m ent Associations), and a faculty evaluation and developm ent project at Findlay College.

Since only the incom e from the Dorney Fund is to be used in grant m aking, the Statew ide Program for Business and M anagem ent Education, like the F oundation’s grant-m aking m echanism as a whole, represents philanthropy for all time. The new fund is here to stay, and is here to be used as a su b stantial and unprecedented re­ source for Ohio’s higher education.

L a w , P u b lic S e r v ic e s A t t r a c t S tu d e n ts to N ew H igh S ch o o l Christine, a n in th grader, cam paigned for the office of class m ayor on the slogan, “D on’t ask w hat this school can do for you, ask w hat you can do for this school.” The stu d en t ap ath y and cyn­ icism th a t in recent years have ch ar­ acterized so m any Am erican high schools were now here to be found in this election: Christine won a tight race in which she was challenged by 13 other candidates.

But this is no ordinary high school. It is the Law and Public Service Magnet High School, a joint venture of the Cleveland Public Schools and Cleve­ land State University. The new school, supported by a $55,000 Cleveland Foundation grant, opened its doors last Septem ber, welcoming 132 ninth

graders w ith a specially designed c u r­ riculum stressing education th ro u g h in ­ volvem ent in u rb an society.

Housed in M artin L u th er King J u n io r High School in the H ough area, th e new high school answ ers a need spelled out in 1981 by the ad m in istrato r of desegre­ gation for the Cleveland Public Schools.

By attractin g stu d en ts from th e entire com m unity to a p articu lar subject m a t­ ter, m agnet schools have proved effec­ tive in helping to achieve racial balance in m an y cities. In fact, th e stu d e n t body of C leveland’s Law an d Public Service High School closely reflects the racial m akeup of the school system as a whole.

T he school’s curriculum , two years in the m aking, is th e result of a distinctive partn ersh ip am ong the public school system and CSU’s colleges of u rb an affairs an d law. (It builds on the latter college’s eight years of experience with area schools through the highly su c­ cessful Law-related E ducation Pro­ gram .) These institutions in tu rn tapped m any local resources—parents, com m unity organizations and repre­ sentatives of industry an d govern­ m e n t—to insure com m unityw ide involvem ent.

Cleveland’s Law an d Public Service M agnet School is staffed by a sixm em ber faculty, all of w hom requested the assignm ent. These teachers offer the regular state-m andated high school program , plus social studies courses specifically developed for this school in this city.

In n in th grade, for exam ple, students take introductory courses in law and u rb an studies; in both courses the idea is to m ake Cleveland a v ib ran t p art of the textbook. “We sta rt w ith the origin of cities, including S ocrates’ notion of w hat a city ought to be,” explains the u rb an affairs teacher. “T hen we learn how an d w hy cities were form ed in America, and about the circum stances of C leveland’s birth. We discuss our city’s ethnic g ro u p s—w here they are located an d why.

“We even take on the econom y of cities,” she continues. “Right now w e’re finding out w hether th e re ’s a big discrepancy in pricing am ong neighbor­ hoods. My classes Eire pricing out a list of 32 item s in various grocery stores and will learn if som e stores raise their prices, as it is claim ed, on the first of the m onth, w hen welfare, social security and unem ploym ent checks com e in."

All freshm en also participate in w hat adm inistrators call “shadow ing.” Each stu d en t goes into the com m unity for a

N inth G rader from t h e Law an d P u b lic S e r v ic e M agnet H igh S ch ool “S h a d o w in g ” RTA S u p erv iso r: a n e w school th a t m a k es C leveland a vibrant p a r t of the textbook.

two-week period—two h o u rs a day after school—to observe a w orker in a career he or she m ay be interested in p u rsu ­ ing. This sp rin g ’s shadow ing has ranged from a teen ag er’s experience with a physician a t th e Free Clinic, to a young m a n ’s stin t w ith RTA’s su p er­ visor for traffic control.

S tu d en ts’ final three years a t the m agnet school will continue to broaden their world view. In ten th grade, courses Eire required in international law and u rb an studies, an d stu d en ts m ust also take on a volunteer assign­ m ent a t a local agency. By eleventh and twelfth grades, stu d e n ts will supple­ m ent classroom tim e w ith full-fledged internships in th e public, private and nonprofit sectors.

P reparation for jobs is a high priority throughout th e four years. The syllabus was designed to provide a foundation for college w ork leading to such careers as com m unity planner, attorney, legal aide and m an ag em en t analyst. Upon high school graduation, officials believe stu d en ts already will be qualified for dozens of jobs, including housing in ­ spector, em ploym ent an d claim s aide, and com m unity o utreach worker.

A dm inistrators find the school’s loca­ tion in th e h e art of Hough ideal. “ W e’re 10 m in u tes from CSU, so stu d e n ts will be able to use th e law library an d have

access to the com puter center,” says one. “We’re w ithin walking distance of University Circle and are sim ply over­ w helm ed by public services. We don’t have to sim ulate u rban problems; w e’re in the middle of them . It’s a terrific laboratory.”

The school’s planners adm it the m ag­ net, like m ost public schools, has its share of problem students. “Sure, there are tough kids here,” says the director of CSU’s Street Law program , who helped fashion the school. “But th a t’s okay. We didn’t w ant this to be a princess program .” Adds a teacher: “The biggest problem all schools face is th at kids are turned off. This m agnet is working because here kids don’t ju st sit in a classroom. T hey’re getting in touch w ith their com m unity.”

And this Class of 1986 m ay be getting som ething else ju s t as valuable: a sense of pride th at comes from being associ­ ated w ith a special project, and from m eeting stan d ard s of discipline and com portm ent. Recently, 14-year-old Paula visited her old junior high on a recruiting m ission for the m agnet school. But she w asn ’t about to coddle her form er classm ates. “Look,” she snapped. “If you’re going to walk halls or m isbehave we don’t w ant you th ere.”

"The b ig g e s t p r o b ­ le m a ll s c h o o ls f a c e is th a t k id s a re tu r n e d o f f ,” s a y s a te a c h e r. “ T he n e w m a g n e t s c h o o l is w o r k in g b e c a u s e h ere k id s d o n ft j u s t s i t in a c la s s r o o m . ”

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I n te r n a l A u d it D e p a r tm e n t To T ig h te n B o a rd M a n a g e m e n t

T he f i e l d e x p e r i­ en ce e x p o s e d th e CSU s tu d e n ts to f e m a le m a n a g e rs s tr u g g lin g w ith is s u e s o f s e x u a l e q u a lity w ith v a r y ­ in g d e g r e e s o f su ccess.

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For nearly 10 years, civic leaders sounded th e alarm w ith increasing fre­ quency an d intensity: studies con­ ducted by leading accounting and con­ sulting firm s—studies funded, in several cases, by the The Cleveland F o u ndation—all pointed to problem s of internal controls and the im m ediate need for an internal audit function at the Cleveland Board of Education.

Now, as the school system undergoes reorganization, the m uch-discussed concept of an internal audit will at last see the light of day. S upported by a $50,000 g rant from the Foundation, the Cleveland accounting firm of Coopers and Lybrand has nearly com ­ pleted its work tow ard establishing an internal audit d epartm ent by fall 1983.

Actually, although the private sector h as depended on internal audit m echanism s for years, they are relatively new to the n atio n ’s large school system s. It is expected th at other cities will look to Cleveland for guidance once the local audit function is up an d running.

Head of the consulting team is a m an who is no stranger to the public sector, having served as Cleveland’s finance director during the city’s tu rn aro u n d years of 1980-81. In fact, while at City Hall he helped to p u t in place Cleveland’s first internal audit depart­ m ent, an effort supported by The Cleveland Foundation through the O perations Im provem ent Tksk Force.

Since the project began last sum m er, the consulting team has w orked out goals and objectives for the school sy stem ’s new departm ent, along w ith an initial budget and staffing re­ quirem ents, and has helped identify the d ep artm en t’s first director.

A lthough the d epartm ent personnel will probably spend m uch of their tim e an d resources auditing such highexpense areas as payroll (which represents 85 percent of the budget in this 10,000-employee system ) and data processing, the lead consultant stresses th a t “all areas of the system will be su b ­ ject to regular audit. All areas will be w atched very carefully... to see where m oney can be saved and to m ake sure th a t assets are properly safeguarded.”

Key to a w atchdog’s success is, of course, independence. T he head of the internal au d it d ep artm en t will report directly to the tre a su re r—an a d ­ m inistrative position—b u t the con­ sulting team has m ade sure th a t there is an all-im portant “dotted lin e” from the director to a new, six-m em ber au d it com m ittee, w hich includes re p resen t­ atives from both the school board and adm inistration, plus the state fiscal a d ­ m inistrator and a m em ber from the pri­ vate sector. “The idea,” says the con­ sultant, “is to create an objective group, one as nonpolitical as possible. No one person in the system should ever be able to suppress findings of an internal a u d it d e p artm en t.”

C ertainly the new d ep artm en t is facing an uphill battle w hen it com es to restoring public confidence in the sy stem ’s finances. T he lead consultant adm its th a t “it’s a big job. It’s h ard to get your h an d s around everything. But this sort of ongoing inform ation will be invaluable to the new su p erin ten d en t.”

F e m a le M a n a g e rs C h a lle n g e U n d e r g r a d s ’ P e r c e p tio n s The full participation of w om en in the A m erican w ork force m ay be ano th er generation away: in 1980, the m ajority of em ployed w om en served in occupa­ tions in w hich three-fourths of their peers were wom en. W hy is th a t? Cer­ tainly a m ale-dom inated “sy stem ” still im poses a form idable set of barriers.

But w hat about w om en’s attitu d es tow ard career options? Could any of the barriers be self-imposed?

The Cleveland Foundation is su pport­ ing an intriguing project w hich has begun to address those questions by determ ining w hether exposure to w om en in m anagerial positions h as any im m ediate effect on fem ale u n d er­ g rad u ates’ career aspirations or percep­ tions.

The project, entitled the W omen in M anagem ent Field Placem ent Program, is an educational and research effort conducted jointly by the League of Women Voters of Cleveland Educational Fund and Cleveland S tate U niversity’s W om en’s C om prehensive Program .

Twenty-five u ndergraduates enrolled in a new CSU sociology co u rse—Women in N ontraditional Fields—have su p ­ plem ented classroom theory by closely observing 53 female m anagers all over the city in jobs ranging from a product m anager at General Electric’s quartz chem ical departm ent to the executive producer of WEWS-TV’s “M orning Exchange.”

Each w om an sp en t ab o u t 36 hours apiece w ith three m an ag ers rep resen t­ ing the public, private an d nonprofit sectors. Her assig n m en t w as to ch art the role an d responsibilities of the m anagers she observed; find out through interview s by w h at route each m anager h ad arrived at her cu rren t position; gauge th e credentials and skills required for the job, an d take note of significant linkages am ong the three sectors. Both before an d after the field experience, each stu d en t filled out questionnaires dealing w ith her own a t­ titudes su rro u n d in g w om en in m anage­ m ent. These questionnaires are being com pared w ith those of a control group th at did not participate in th e course.

By the tim e this three-year project is completed, CSU staff will have sam pled the attitu d es of about 100 w om en stu d en ts—enough to lend credence to any findings w hich m ay em erge. T hus far, both project staff an d stu d e n ts have judged the experience illum inating for several reasons.

—Two-thirds of the class m em bers were over 20 years old. Many were in their 30s an d h ad com e back to college after startin g families. M any w ere d eter­ m ined either to change careers, or to enter the w ork force for th e first time.

This m ixture of generations an d goals m ade for lively classroom discussion.

—The field experiences exposed the students to a range of m anagers stru g ­ gling w ith issues of sexual equality w ith varying degrees of success. A n u m b er of m anagers becam e role m odels based on their stren g th an d perseverance.

Others shocked stu d en ts w ith their cynicism an d resignation. One student, w itnessing a clear act of m ale chauvanism in an office, pointed it out to the female m anager, w ho replied: “Do you w an t to get your w ork done or butt against a stone wall? Ignore it.”

—The stu d en ts cam e to realize th a t unlike m en, w hose road to m an ag e­ m ent is usually th ro u g h an MBA or degree in public adm inistration, w om en have m oved into business by more varied, often circuitous routes.

They have had to w ork their w ay into the positions they craved. One student, a 3 6 -year-old native South African wom an, calls this h er m ost im p o rtan t discovery in the course. T he m anagers she observed, including a key staff m em ber at Hough Area D evelopm ent Corporation, “are planning their careers very consciously—w here they w ant to be n ex t an d how to get th e re .”

W om en in M an agem en t F ield P la c em e n t Program : stu d en ts observed fe m a le m an agers “plan n in g their careers very consciously. ”

—The students saw no one model for m anagerial success. They witnessed any num ber of different leadership styles, and noted th a t m any wom en had won the respect of their m ale col­ leagues by being assertive, w ithout having to resort to aggressiveness.

—The students found th a t by the end of the field experience they had at least one female m entor in the world of business. “The best p art,” says a s tu ­ dent, “is to know there are two accom ­ plished wom en in this city I can call on and to whom I can say, ‘I need advice.’”

Evidently the m anagers also feel th at m uch-needed female bonds are formed through the field placem ents; m ost have asked to participate in the project’s second year, which will again be supported by the Foundation. New for 1983 is an advisory com m ittee— m ade up of representatives from Cleveland State University, em ployers and area school districts—charged with transferring lessons from this program to counseling and career developm ent activities for w om en and girls.

C h in a C o n feren ce G oal Is L o ca l E co n o m ic D e v e lo p m e n t Can the liberal arts m ake a contribution to the practical world of business? The answ er from Oberlin College and more th an 100 N ortheast Ohio business­ people is an unqualified y es—and on an issue of profound im portance to the en­ tire region: economic developm ent.

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“The A m e r ic a n ’s te n d e n c y to s la m d o w n in P e k in g a n d t r y to c lo s e a d e a l in a w e e k s im p ly w o n 't d o ,” s a y s S h a n s i's d ir e c to r .

T he C h in ese A m b assad or K ey n o tin g O berlin C ollege C on ference: n ew p e rsp e c ­ tives on doing bu sin ess w ith the P eo p le’s Republic.

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M eeting a t a day-long conference held last fall on the Oberlin cam pus, the b u s­ iness leaders participated in sem inars an d discussions w ith academ ic experts on the topic of “China TVade Reeval­ u a te d .” W hy C hina? T h a t country “is very m u ch on the m inds of the in tern a­ tional banking com m unity,” says the vice president and m anager of A m eriTrust C om pany’s Asia/Pacific Area of th e International Division. “At a tim e w hen eastern Europe an d Latin Am erica are suffering serious problem s, an d w estern Europe is stagnant, China tru ly offers one of the last frontiers for the Am erican b u sin essm an .”

The m ajor goal of conference p lan ­ ners w as to explore both C hina’s oppor­ tunities for and obstacles to invest­ m ent, on the assum ption th a t b etter in ­ form ation will enhance N ortheast Ohio’s com petitive position in gaining a share of this growing m arket. The con­ ference was cosponsored by the Oberlin Shansi Memorial Association (which am ong other services arranges educa­ tional exchanges betw een the United S tates an d China), O berlin’s develop­ m ent office and AmeriThjst.

S h an si’s executive director felt the tim e had come for a new perspective on doing business with China. “In order for the Am erican businessperson to trade with the People’s Republic,” he says, “som e readjustm ents in thinking have to be m ad e.”

Most conferences dealing w ith the subject have been designed to prom ote trade, according to the director, who recalls the “wave of euphoria” th at sw ept both sides of the Pacific in Ja n u a ry 1979 w ith the reopening of relations betw een China and the United States. But the euphoria was “replaced with disillusionm ent,” he says, as m any Am erican businesses m ade u n ­ successful attem pts at trade. Signif­ icantly, this conference w as subtitled, “The Rewards of Experience.”

Conferees were encouraged to come to grips with the economic, political, historical and cultural context of a country vastly different from their own.

“The im patient A m erican’s tendency to slam down in Peking and try to close a deal in a week sim ply w on’t do,” says S h an si’s director. “The Chinese trade w ith people they consider friends. This takes cultivation—seem ingly endless tea parties.”

Oberlin is well suited to provide a forum for such an issue. The 150-yearold liberal arts institution has a re­ spected program in East Asian studies

with seven full-time faculty m em b ers in fields ranging from language a n d liter­ atu re to Asian history, art, religion and m usic. Since 1977, th ro u g h th e efforts of the S hansi Memorial A ssociation, Oberlin h as enjoyed a form al relatio n ­ ship w ith two university-level in stitu ­ tions in Shansi. In “C hina TYade R eevaluated,” the college w as able to m esh the interests of a b u sin ess com ­ m unity eager to learn m ore ab o u t A sia’s investm ent challenge a n d an academ ic com m unity know ledgeable about the cultural backdrop against w hich business decisions will be m ade.

Sessions on these broader topics were interspersed w ith presen tatio n s by speakers representing corporations from all over Am erica w hich h ad a t­ tem pted investm ent in C hina w ith m ixed success. Keynote speaker w as the Honorable Chai Zem in, th en C hinese am bassador to th e United S tates, who noted am ong his rem arks th a t this country h as becom e C hina’s third largest trading partner.

One of the panelists, the form er assistan t dean of H arvard Law School, now w ith a renow ned New York law firm, h ad actually helped the Chinese w rite m uch of their contract law several years ago, and could speak to the troublesom e vagaries of th e system . “ T he very concept of noncom pliance w ith the term s of a co n tra c t—figuring o ut who, if anybody, is responsible for the term s of a c o n tract—is new to the C hinese,” notes S h an si’s director. Cau­ tions the Am eriTrust vice president: “ T he novice m u st realize there a re n ’t m any rules. The Chinese are m aking up the laws as they go.”

A nother potential G reat Wall sta n d ­ ing in the w ay of trade is A m erica’s strong m oney bias versus a C hina th at is likely to be cash-poor for som e time.

Several speakers recom m ended alter­ native arrangem ents in trade such as “co u n tertrad e,” in w hich, for exam ple, the Chinese trade their oil and m inerals on a b arter basis for W estern technol­ ogy.

C onsensus w as th a t A m erican businesses m u st evaluate carefully their entry in the People’s R epub­ lic—th at few rew ards will com e in the short term . “ The question,” m aintains S h an si’s director, “becom es w hether a com pany is willing to stick it out for a retu rn farther down the ro ad .” “Com ­ panies like Island Creek Oil obviously didn’t get frightened off,” says the AmeriTrust vice president. “T hey got pretty good results, even w ith the disorienting lack of fram ew ork.”

Response to this cooperative venture betw een th e corporate world and academ ia w as en thusiastic (40 people had to be tu rn e d aw ay for lack of space), and Oberlin officials have de­ cided to m ake it an an n u al event. The second sem inar, to be held in fall 1983, will concentrate on countries th a t are m em bers of the Association of S o u th ­ east Asian Nations: Indonesia, Malay­ sia, Singapore, T hailand an d the Philip­ pines. T h at conference will also be su p ­ ported by The Cleveland Foundation.

B-W P ro g ra m T ea c h e s S o c ia l R e s p o n s ib ility Several years ago, the chaplain at Baldwin-Wallace College w as stru ck by two seem ingly unrelated events on cam pus. The first: a speech by the president of the National Science Foun­ dation about the m arvels of life in the year 2 0 0 0 —provided th a t life on this planet had not yet been extinguished through nuclear war. The second: a racial confrontation an d resulting o u t­ break of violence in a residence hall.

The chaplain found a com m on thread in the two events. There was, he averred, a fundam ental question to ask the Baldwin-Wallace com m unity.

Namely, how do w e—how should we — respond to conflict, w h eth er it be in the international aren a thro u g h advanced weaponry, or on the local level, through accusatory language an d fist-fighting.

The chaplain convened a m eeting of 14 faculty, stu d en ts an d adm inistrators to discuss this problem . O ut of the talks em erged an innovative year-long pro­ gram , entitled th e “Peace w ith Ju stice Project,” w hich focuses on issues of global, national an d local conflict. The Foundation has funded th e program since its first year in 1981; support now totals $55,000.

Noted guest sp eak ers—ranging from a vice president of S perry H utchinson (who will soon join the B-W economic faculty) to a form er national strategist for M artin L uther King during the civil rights m o v em en t—form an im portant part of the Peace w ith Ju stice syllabus; and m ost of the m ajor public events have been open to the G reater Cleve­ land com m unity. But this is no run-ofthe-mill convocation series. From the beginning, the college h a s attem pted, am bitiously, to show how the th re ats of racism , violence an d sexism intertw ine.

“W hen y o u ’re talking, for exam ple, about sexism as an obtrusive notion of au th o rity ,” observes the chaplain, who

also serves as project director, “you could ju st as easily be talking about nuclear a rm s.”

This is a subtle concept. To m ake it real, B-W staff have tried consistently to identify and explore local exam ples of the global and national issues under discussion. In counterpoint with the well-received public events—now presented as often as once every three w eeks—are less visible, cam pusoriented activities for specific student groups. After an absence of some years, week-long student debates have once again become a fixture at B-W. And the chaplain proposes to place in each residence hall area a “m issionary,” as he laughingly describes the job title, who can help students m ake connec­ tions betw een Peace with Ju stice pro­ gram content and their own lives.

Aspects of this project can be found all over the cam pus, with global and dom estic em phases shifting in and out of the foreground. “Not a Love Story,” a docum entary on pornography pro­ duced by the Canadian Film Bureau, has been shown to selected student groups to spur discussion on misogyny.

A series in business ethics has been conducted by a vice president of Blue Cross/Blue Shield. B-W faculty have of­ fered special courses linked to the pro­ ject, including “Racism in A m erica” and “Conflict Resolution,” the latter team -taught by the chaplain and a m em ber of the psychology departm ent.

This sort of subject m atter, of course, is not w ithout controversy; th u s project staff m akes every attem pt to portray the full complexity of a topic. Recently, General William W estmoreland and a form er m ayor of Cleveland engaged in w hat staff calls “a sophisticated guns versus b u tter debate.” Most of the students and com m unity m em bers who attended cam e away im pressed by the m ilitary m a n ’s receptive and open approach to the evening; the stereotype w as broken.

B-W’s long-range plans call for Peace w ith Ju stice to find its way even m ore directly into the curriculum . “There is a sense of loss of future on our cam pus, and all over the nation’s colleges,” the chaplain m aintains. “These kids think of the world only in term s of the pre­ sent. They see the future as too fright­ ening to look at, too bleak to confront.”

The chaplain feels th a t the college, by incorporating the teaching of social re­ sponsibility w ithin its curriculum , can help reverse th at sense of helplessness.

B-W ’s P ea c e w ith J u s tic e P ro g ra m is n o ru n -o f-th e-m ill c o n v o c a tio n s e r ie s .

T he c o lle g e is a t ­ te m p tin g to s h o w h o w th e th r e a ts o f ra c ism , v io le n c e a n d s e x is m in te r ­ tw in e .

51

Education Grants

B aldw in-W allace C o lle g e —Peace with Justice Project (second year) 8 2 0 ,0 0 0

Development of a program to a s s i s t institutions of higher learning in strengthening business education 8 4 5 ,0 0 0

J o h n C arroll U n iv e r s ity —Promo­ tion and developm ent of the third-year program in cooperative education in the undergraduate chem istry curriculum * * ......................... $ 10,000

Evaluation of grant to John Carroll University for start-up support for a Center for Computer Literacy . $ 5 ,0 0 0 Evaluation of grant to Cleveland Board of Education for im plem entation and expansion of the elem entary lawrelated education program . . . $ 5 ,0 0 0

Start-up support for a Center for Computer Literacy over three years 8 1 6 6 ,8 7 0 C ase W estern R e se r v e U n iv e r s ity —Em ergency assistance for a salvage archaeological excavation of a Wood­ land Indian village s i t e ............ $ 5 ,0 0 0 Endowm ent fund of the Ralph S. and Dorothy P. Schm itt Professorship at the School of Applied Social Sciences 8 5 1 4 ,0 1 5 Expenses associated with an advisory com m ittee in the field of econom ics 8 5 ,0 0 0 New elevator for Beaum ont Hall 8 1 0 0 ,0 0 0 Transitional funding for the develop­ m ent of an encyclopedia of Cleveland history by the Department of History 8 9 ,4 2 9 C ath olic D io c e se o f C le v e la n d — Assistance in centralized planning by updating data maintained in Diocesan schools over two y e a r s ..........$ 2 6 ,4 5 2 Workshops for substance abuse educa­ tion and counseling ...............8 1 9 ,5 0 0 C itiz e n s ’ C ouncil for O hio S c h o o ls —Investigative, educational and constituency-building activities to pro­ mote the improvement of vocational education in Ohio ................. $ 4 8 ,0 5 0 C levelan d C ouncil on W orld A ffa irs —Assistance to social studies teachers in selected secondary schools in developing world affairs courses for history and governm ent classes over three years ..............................$ 5 8 ,2 4 5 C levelan d Board o f E d u c a tio n — Establishm ent of an internal audit function............... $ 5 0 ,0 0 0 Implementation and expansion of the elementary law-related education program ...................................$ 7 1 ,0 0 0 Pilot project to establish school-based m anagem ent in the Cleveland Public S c h o o ls ..................................... $ 3 9 ,0 0 0 The C levelan d F ou n d ation (Inc.)— Defrayment of costs of the super­ intendent search for the Cleveland Public S c h o o ls.........................$ 3 0 ,0 0 0

52

Evaluation of grant to Cleveland State University for the Law and Public Ser­ vice Magnet School for the Cleveland Public S c h o o ls ......................... $ 1 0 ,0 0 0 Fenn Educational Fund: 1983 operating budget* * ............... $ 1 8 ,5 5 9 C le v e la n d H e ig h ts -U n iv e r s ity H e ig h ts C ity S ch o o l D is t r ic t — Project Student A chievem ent at Cleve­ land Heights High School (second and third year)...............$ 1 3 0 ,0 0 0 C lev ela n d J u n io r C h am ber o f Com­ m e r c e —Establishm ent of a countywide student newspaper . . . $ 7 0 ,0 0 0 C lev ela n d P u b lic L ib r a r y — Completion of research and analysis of black/Jew ish tensions in the United S t a te s ................................. $ 7 ,0 0 0 C le v e la n d S c h o la r sh ip P rogram s, I n c .—Adult Education and Career F a ir ......................................$ 3 ,5 0 0 C lev ela n d S ta te U n iv e r s ity — College of Arts and Sciences’ develop­ m ent of a data base for identifying needs of the Cleveland elderly .......................................................8 1 4 ,1 0 5 Introductory biology laboratory designed to accomm odate students with physical, visual and hearing im p a irm en ts................................. $ 9 ,6 0 0 Establishm ent of the Law and Public Service Magnet School for the Cleve­ land Public S c h o o ls ................. $ 5 5 ,0 0 0 Production of videotapes on geological phenom ena in Northeast Ohio by Cleveland State University and Case Western Reserve University depart­ m ents of Geological Sciences over 15 m o n th s ................................... $ 2 1 ,9 7 8 Promotion and developm ent of the cooperative education program and the employer co-op awards luncheons for 1982 and 1 9 8 3 * * ................. $ 5 ,0 0 0 C lose Up F o u n d a tio n , A rlin g to n , V ir g in ia —Matching fellowships for Greater Cleveland area students and teachers participating in Close Up program s...................................$ 2 4 ,0 0 0

C ou ncil on F o u n d a tio n s, W ashing­ ton , D .C .—Internship program for minorities and w o m e n ..........$ 10,000 C u yahoga C o m m u n ity C ollege — Hosting m eeting of the League for Innovation in the Com m unity College $ 1 ,5 0 0 C u yahoga C ou n ty B oard o f E d u ca­ t io n —Establishm ent of The Educa­ tional Computer Consortium of Ohio (ECCO) for the promotion and ad­ vancem ent of m icrocom puters in Ohio schools over two y e a r s .......... $ 9 0 ,0 0 0 D en iso n U n iv e r s ity , G ran ville, O hio—Operating support . . . $ 2 , 0 0 0 D yk e C o lle g e —Promotion and development of the cooperative education program * * ..........$ 2 5 ,000 F airm ou n t M o n tesso r i A s s o c ia ­ tio n —Building a com bined upper elementary/junior high classroom facility for the Ruffing Montessori School (E a s t)........................... $ 5 0 ,0 0 0 F ed era tio n for C o m m u n ity P la n ­ n in g —Com m unity survey to deter­ mine what constitutes the adequately prepared s tu d e n t ....................$ 1 9 ,0 0 0 A ssessm ent of the Cleveland Public Schools to determine the best m ethods to produce adequately prepared s tu d e n ts ...................................$ 9 0 ,0 0 0 F in d lay C ity S ch o o ls, F in d la y , O hio—Computer literacy program* ............................................................ '. . . . $

11,000

K en t S ta te U n iv e r sity F ou n d ation , K en t, O h io—Kent State University’s assessm ent of nontraditional students’ education needs in Northeast Ohio $ 1 8 ,5 1 2

Baldw in-W allace C o lleg e — Genera] su p p ort........................ $ 3 0 ,6 5 7

L ake Erie C ollege, P a in e sv ille , O h io—Harriet B. Storrs Lectures $ 5 ,0 0 0

U n iv e r sity o f C alifornia F ou n d ation , B e r k e ley , C a lifo rn ia — General su p p o rt...........................$ 1 ,0 0 0

L eagu e o f W om en V oters of C lev ela n d E d u ca tio n a l Fund, In c .—Women in Management Field Placement P rogram ................... $ 8 ,0 0 0

Jo h n Carroll U n iv e r s ity — General support ........................... $ 124

M arotta M o n tesso ri S c h o o l— Operating s u p p o r t................... $ 1 2 ,0 0 0 M orley L ibrary, P a in e sv ille , O h i o Operating support ......................$ 1 ,0 0 0 N ation al Urban F ello w s, Inc., N ew York, N ew York—Underwriting fellow at Cleveland Board of Education— Office of the State Superintendent’s Advisory C o m m issio n ..........$ 2 0 ,0 0 0 O berlin C ollege, O berlin, O hio— Seminar on trade with the People’s Republic of China ......................$ 8 ,0 0 0 P o s itiv e E d u cation P rogram — Institute for Research and Teacher Training in the area of emotionally disturbed children and youth (third and fourth year)........................ $ 6 9 ,9 9 3 P u sh for E x c e lle n c e , Inc. (PushE x c e l)—Shaker Heights City School District Push-Excel Project (second y e a r )..........................................$ 4 0 ,0 0 0

U n iv e r sity of C alifornia, B e r k e ley , C alifo rn ia —General support . . $ 1 6 5

C ase W estern R e se r v e U n iv e r s ity — General su p p o rt........................... $ 8 ,2 3 9 General support for Adelbert College $ 5 ,0 1 7 General support for Franklin Thom as Backus Law S c h o o l .................... $ 4 ,2 6 7 General support for the Graduate S c h o o l........................................ $ 1 3 7 ,2 3 9 General support for the School of M edicine........................................ $ 1 ,0 0 0 Reference books for the School of Library S c ie n c e ................................ $ 1 3 2 Support of the Field Biological Station at Squire Valleevue Farm in the Department of B io lo g y ..........$ 2 3 ,4 0 3 Support of social research at the School of Applied Social Sciences ............................................................ $ 8 4 9 C levelan d L u th eran H igh Sch ool A s s o c ia tio n —General support ...................................................... $ 1 ,9 7 5 C levelan d S ta te U n iv e r s ity — General support ..............................$ 1 2 4

The G reater C lev ela n d In terch u rch C ou n cil—Establishm ent of the Cleveland School Budget Coalition .................................................... $ 2 7 ,0 0 0

Q u est, In corp orated , F in d lay, Ohio — Institution of the Skills for Living Program of the Quest National Center in selected Hancock County school d istricts*.................................. $ 2 4 ,2 0 2

C on n ecticu t C ollege, N ew London, C o n n e cticu t—General support. $ 165

G reater C levelan d N eighborhood C en ters A s s o c ia tio n —WELCOME Leadership Institute (third year) $ 3 9 ,0 3 4

T he T ran sition al S chool, In c .— Partial support of an executive director over three y e a r s ........................$ 6 0 ,0 0 0

E d u cation al T elev isio n A sso c ia tio n o f M etrop olitan C levelan d , WVIZT V —General s u p p o r t ....................$ 1 7 9

U n ited Negro C ollege Fund, Inc., N ew York, N ew York—Operating su p p o rt..........................................$ 6 ,6 0 0

F en n E d u cation al F u n d — General s u p p o r t ..............................$ 2 0 7

H arvard U n iv e r sity , J o h n F. K en n ed y S ch ool o f G overn m en t, C am bridge, M a s s a c h u s e tts — Management training for state and local government officials from Cuyahoga County and Northeast Ohio (fourth year)................................ $ 1 7 ,2 0 0 J u n io r A c h ie v e m e n t o f G reater C levelan d , In c .—Establishm ent of Junior Achievem ent’s Applied Economics pilot program in Greater C lev ela n d ...................................... $ 4 ,2 2 0

U rsu lin e C o lleg e—Construction of the Ralph M. Besse Library over three y e a r s......................................... $ 100,000 TOTAL EDUCATION GRANTS— UNDESIGNATED . . . . $ 2 ,3 5 5 ,5 6 4

E d u cation al R esearch C ouncil of A m erica —General supp ort............ $ 2 4

The H arvard C am paign, C am bridge, M a s s a c h u s e tts — General support ................................$ 5 0 H aw ken S c h o o l—General support .............................................................$ 7 5 0 T he H ill School, P o ttsto w n , P en n ­ s y lv a n ia —General support. . . .$ 1 7 8

(Following recipients a n d program s d esig n a te d by donor)

A sh la n d C ollege, A sh la n d , O hio— General su p p o rt.........................$ 5 ,0 9 8

H illsd a le C ollege, H illsd a le, M ich igan —General support $ 1 2 ,0 8 2 H iram C ollege, H iram , O h io— General su p p ort.........................$ 5 ,0 0 0 53

K en y o n C ollege, G am bier, O h io — General su p p o rt.........................$ 8 ,2 3 9 L ak e E rie C ollege, P a in e s v ille , O h io —General su p p o rt................. $ 6 6 2 T h e M a ste r s S ch ool, D ob bs F erry, N ew York—General support . . .$ 1 0 0 D a n ie l E. M organ S c h o o l-B o o k awards to ch ild ren ...........................$ 2 4 3 Ohio W esley a n U n iv e r sity , D elaw are, O h io—General support $ 1 ,9 5 9 U n iv e r sity o f th e P a cific, S to ck to n , C a lifo rn ia —General support . .$ 1 6 5

Scholarships

C le v elan d S ta te U n iv e r s ity — Fenn co-op scholarships* * $ 1 0 ,0 0 0 Scholarship s u p p o rt.............. $ 3 8 ,0 0 0

A B e tte r C h ance, Inc., B o sto n , M a s s a c h u s e tts —Scholarship su p ­ port for minority and disadvantaged students attending independent sec­ ondary schools over three years .................................................... $ 1 8 ,0 0 0

Scholarships for Executive MBA candidates from nonprofit and govern­ m ental ag en cies...................... $ 2 7 ,0 0 0 Special honorary scholarships of the Fenn Educational Fund* * ■ $ 1 5 ,0 0 0

B aldw in-W allace C o lle g e — Scholarship su p p ort............... $ 1 7 ,5 0 0 Scholarships for students enrolled in the “field experience” (work-study p rogram )**.............................. $ 10,000 Special honorary scholarships of the Fenn Educational Fund* * . . .$ 4 ,2 0 0 B erea A rea M on tessori A sso c ia tio n —Scholarship su p p o r t............ $ 1 ,4 8 3 J o h n C arroll U n iv e r s ity —Fenn co-op scholarships* * ............ $ 1 0 ,0 0 0 Scholarship su p p o rt...............$ 1 8 ,0 0 0

T he P in e y W oods C ountry L ife S ch ool, P in e y W oods, M is s iss ip p i— General su p p o rt........................... $ 6 ,9 6 1

Special honorary scholarships of the Fenn Educational Fund* * . . .$ 4 ,4 0 0

P r in c eto n U n iv e r sity , P rin ceto n , N ew J e r s e y —General support .$ 1 7 8

C ase A lu m n i A s s o c ia tio n S c h o la r ­ sh ip C o m m itte e —Fenn co-op scholarships** ...................... $ 1 0 ,0 0 0

S t. G eorge’s S ch ool, N ew port, R hode Is la n d —General support

Special honorary scholarships of the Fenn Educational Fund* * . . $ 1 0 ,0 0 0

S100 S a in t M ary’s S e m in a r y — General support................................$ 8 1 0 S m ith C ollege, N orth am p ton , M a s s a c h u s e tts —General support ......................................................$ 6 1 ,3 7 0 U n ite d N egro C ollege Fun d, In c .— General support........................... $ 6 ,9 6 1 U n iv e r sity S c h o o l—General support .............................................................$ 1 7 9 TOTAL EDUCATION GRANTS—DESIGNATED ................................................... $ 3 2 5 ,8 5 1 TOTAL EDUCATION G R A N T S DESIGNATED AND UNDESIGNATED $ 2 ,6 8 1 ,4 1 5

Charles J. Stilwell scholarships at Case Institute of Technology* * $ 4 ,2 0 0 C ase W estern R e se r v e U n iv e r sity —Fenn co-op scholarships* * $ 10,000

Scholarship support...............$ 1 5 ,0 0 0 Scholarships for the Executive MBA candidates from nonprofit or govern­ mental agencies over three years $ 3 9 ,1 5 0 C levelan d A rea C itiz e n s L eagu e for N u rsin g —Fenn co-op scholarships* * $ 10,000

C u y ah o g a C o m m u n ity C ollege — Nelson G. Peck Memorial Scholarship $300 Award * * ..............

Scholarship s u p p o r t................. $ 5 ,3 0 0 D yke C o lleg e—Scholarship s u p p o r t .......................................$ 6 ,2 0 0 F a irm o u n t M o n te sso ri A sso ciatio n —Scholarship support a t Ruffing Montessori School (East) . . . $ 1 ,4 8 3 T h e M ary F rie r M o n te sso ri S pecial E d u c a tio n S ch o o l—Scholarship s u p p o r t .......................................$ 1 ,4 8 4 T h e H u d so n M o n te sso ri A sso cia­ tio n , H u d so n , O h io —Scholarship s u p p o r t .......................................$ 1 ,4 8 4 L ak e E rie C ollege, P a in e sv ille , O h io —Scholarships for Painesville and Painesville Township students at Lake Erie College, Garfield Senior College and other colleges . . $ 7 0 , 0 0 0 N o tre D am e College o f O h io —Fenn co-op scholarships* * .............. $ 8 ,0 0 0 U n ite d N egro C ollege F u n d , Inc., New York, New Y ork—Presidential Scholars Program over three years $ 1 5 0 ,0 0 0 U rsu lin e C ollege—Nursing scholarships** ......................$ 1 0 ,0 0 0 W e stsh o re M o n te sso ri A sso ciatio n —Scholarship s u p p o r t.............. $ 1 ,4 8 3 TOTAL SCHOLARSHIP GRANTS— U ND ESIGNATED................ $ 5 4 7 ,6 5 0

T he C levelan d F o u n d a tio n (Inc.) —Tuition reimbursement to former Fenn faculty members* * . . . $ 3 ,5 0 0

(Following recipients a n d p ro g ra m s d e sig n a te d by donor)

C lev ela n d M o n tesso ri A sso c ia tio n —Scholarship support at Ruffing Montessori School (West) . . . .$ 1 ,4 8 3

A sh la n d C ollege, A sh la n d , O hio— The Hazel Myers Spreng Scholarship $ 4 ,0 7 9

C levelan d S ch o la rsh ip Program s, Inc. — Revising and updating the Scholarship Resource Directory ....................................................$ 1 5 ,0 0 0

Avon L ak e U n ite d C h u rc h of C h ris t, Avon L ake, O h io —Scholar­ ships for Christian w o rk ............$ 2 ,4 4 2 B aldw in-W allace C ollege—The Hazel Myers Spreng Scholarship $ 4 ,0 7 9

54

C ap ital U n iv e r s ity , C olu m b u s, Ohio The Frederick R. and Bertha Sprecht Mautz Scholarship Fund ........................................................ $ 2 ,9 9 2

S h erm a n J o h n so n M em orial S c h o la r sh ip —For medical students from Lake and Geauga counties $ 1 4 ,0 0 0

Joh n C arroll U n iv e r s ity —Jam es J. Doyle S c h o la r sh ip ..................... $ 1 ,8 3 1

V irg in ia J o n e s M em orial S ch o la r­ s h ip —For furthering the college education of a female graduate of Shaw High S c h o o l....................$ 3 ,8 0 0

C ase A lu m n i A s s o c ia tio n S c h o la r ­ sh ip C o m m itte e —General support

$ 1,200 C ase W estern R e se r v e U n iv e r s ity —The Aloy Memorial Scholarship Fund for w om en . . . . $ 1 ,1 1 7 For a student of Flora Stone Mather College in foreign s t u d y .......... $ 2 ,5 2 8 Harriet Fairfield Coit and William Henry Coit Scholarships at Flora Stone Mather C o lle g e ...............$ 1 ,3 2 0 The Hazel Myers Spreng Scholarship $ 4 ,0 7 9 Oglebay Fellowship Program in the School of M edicine................... $ 7 0 ,2 0 8 Scholarships in aerospace or com puters............................................ $ 8 2 Scholarships in Franklin Thomas Backus Law S c h o o l................... $ 8 ,7 4 3 William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships ..................................................... $ 1 5 ,3 5 3 Inez and H arry C lem en t Aw ard Cleveland Public Schools annual superintendent’s a w a r d .......... $ 1 ,1 0 0 The C lev ela n d I n s tit u te o f A r t— Caroline E. Coit Fund Scholarships ........................................................$ 1 ,4 4 1 Isaac C. Goff Fund Scholarships $ 1 ,8 0 0 The C lev ela n d M usic S ch o o l S e t t le ­ m e n t—The Nellie E. Hinds Memorial S c h o la r sh ip s................................$ 4 ,0 0 0 Harry C oulby S c h o la r sh ip —For Pickands Mather em ployees’ children $ 5 0 ,0 0 0 D artm ou th C ollege, H anover, N ew H a m p sh ire—The John Marshall Raible and David Gardner Raible Scholarship Fund ................. $ 1 7 ,1 9 4 H aw ken S c h o o l—The John Marshall Raible and David Gardner Raible Scholarship Fund ...................... $ 3 ,5 9 9 H illsd a le C ollege, H illsd a le , M ich igan —The John C. McLean Scholarships to deserving students $ 1 2 ,0 8 2

T he J o n L ew is M em orial A w ard— For a Cleveland Heights High School graduate to pursue further studies $ 4 ,0 0 0 M acM urray C ollege, J a c k so n v ille , I llin o is —The George W. and Edith D. Featherstone Memorial Fund S c h o la r sh ip s................................ $ 2 ,4 4 2 N orth C entral C ollege, N ap erville, I llin o is —The Hazel Myers Spreng Scholarship in memory of Bishop Sam uel P. Spreng ...................... $ 4 ,0 7 9 O hio W esley a n U n iv e r sity , D elaw are, O h io—The Hazel Myers Spreng S c h o la r sh ip ....................$ 4 ,0 7 9 P urdu e U n iv e r sity , L a fa y e tte , In d ia n a —The John C. McLean Schol­ arships in e n g in e e r in g .............$ 3 0 ,1 9 9 T he M iriam K erru ish S ta g e S c h o la r sh ip —For Shaker Heights High School g ra d u a tes............... $ 6 ,0 0 0 A da G a tes S te v e n s S ch olar­ s h ip —For graduates of the Public High School of Elyria, Ohio . . . $ 4 ,0 0 0 U n iv e r sity S c h o o l—The John Marshall Raible and David Gardner Raible Scholarship F u n d ............... $ 8 0 0 U rsu lin e C o lleg e —Lillian Herron Doyle S c h o la r sh ip .......................$ 1 ,8 3 1 TOTAL SCHOLARSHIP GRANTS—DESIGNATED ...................................................$ 2 8 6 ,4 9 9 TOTAL SCHOLARSHIP GRANTS—DESIGNATED AND UNDESIGNATED $ 8 3 4 ,1 4 9 TOTAL EDUCATION GRANTS— EDUCATION PROGRAMS AND SCHOLARSHIPS COMBINED ..............................................$ 3 ,5 1 5 ,5 6 4 *Grant recom m end ed by F indlay D istribution C om m ittee o f th e L. Dale Dorney Fund. * *G rant recom m en ded by the Fenn E ducational F und E xecutive Board.

Health The 77-year-old w om an, still bright and alert, w as plagued w ith a progressive m uscular disorder. Her h u sb an d w as physically robust b u t mildly senile.

They were a good pair: she w as his m em ory; he was her body. Suddenly the w om an contracted pneum onia and w as p u t on an intensive care u n it ven­ tilator at University Hospitals. The pneum onia finally abated, b u t her m uscles by th en were so fragile th at specialists ruled the ventilator had to stay 24 hours a day, or she would prob­ ably die.

This proud an d once vigorous lady, however, could not bear the th o u g h t of losing her independence to a m achine.

She told doctors she w anted to be taken off the ventilator—an d not to tell her husband.

“Her protection of him w as u n d er­ standable,” says University H ospitals’ chief of critical care m edicine, “b u t im ­ possible.” Instead, a team com prised of a psychiatrist, a social worker, physi­ cians, n u rses an d the p atien t’s clergy­ m an counseled both h u sb an d an d wife, together an d separately. T hen the hospital’s Ethics Advisory Com m ittee m et to discuss the case. After careful evaluation, all agreed th a t the w om an was not acting out of severe depression.

In fact, she w as of extrem ely sound mind.

Again the w om an asked to be dis­ engaged from th e ventilator; h er h u s­ band accepted her wish. The ap p aratu s was rem oved, an d the w om an died holding the h an d s of doctors and nurses in the unit.

“In the old d ay s,” says the chief of critical care, w ho led th e evaluation and decision-m aking process, “we would probably have said to the w om an, ‘Your m ind is healthy. We c a n ’t disconnect you; you m u st stay on the m ach in e.’”

But in a n u m b er of th e city ’s intensive care units (ICUs), staffs are now grap­ pling w ith —not d u ck in g —such ethical gray areas as triage, brain d eath an d life-support system s. The result: a new concern for the psychological needs of the patien t an d his or her family.

I n te n siv e Care U n it a t U n iv e r s ity H o sp ita ls: a n ew concern fo r the psych ological n e e d s o f the p a tie n t an d fa m ily .

In Cleveland, the intensive care revolution is being led by University H ospitals’ C enter for the Critically 111.

Cleveland Foundation support for edu­ cation and research conducted by this new organization, one of the few truly com prehensive centers of its kind in the country, h as totaled $824,929 since 1980.

Intensive care units have generated fierce controversy at least since 1978, w hen a New York cardiologist published an article savaging them . The cardiolo­ gist noted th at w hen surrounded by an im personal barrier of sophisticated m edical hardw are and obscure jargon, m odern health professionals often ap ­ pear less com passionate and caring th an those of earlier generations. He spoke of “terror in the ICUs,” which he labeled “hum anistic w astelands.”

“But system s only reflect people,” argues the chief of University H ospitals’ critical care, who also serves as director of Cleveland’s new center. “Intensive care units don’t have to be cold and rem ote if professionals develop a broader definition of health care—one th a t encom passes the total p atien t.”

His objective for the center is to raise the level of knowledge and u n d erstan d ­ ing of critical care m edicine in such a w ay as to encourage both a cost-effec­ tive and hum ane system .

Among its services, the center has already helped to form a netw ork of seven local hospitals which now share critical care inform ation and educa­ tional opportunities. The center tailors special program s to the needs of hos­ pitals (“We c a n ’t serve nurses and ad ­ m inistrators in this fast changing field,” says the director, “w ithout find­ ing out w hat th ey perceive as n eeds”), and offers two fellowships—one is a n a ­ tional program for m inority medical stu d en ts interested in critical care; the other allows physicians and nurses from com m unity hospitals to work at University Hospitals’ ICU and associ­ ated laboratories.

A center-sponsored ethics sym posi­ u m recently attracted 200 people from the region, underlining the director’s conviction th at “issues of critical care call for the wisdom of Solomon. Once you sense the range of families in this polyglot society of o u rs—from Ortho­ dox Jew to P rotestant to Islam —you begin to see th a t you c a n ’t care for our people unless you u nderstand how reli­ gion shapes their attitudes on death and dying and technology. We require

In a n u m b e r o f C le v e la n d 's in te n ­ s iv e c a re u n its , s ta f f s a r e n o w g r a p p lin g w ith — n o t d u c k in g —su c h e th ic a l g r a y a r e a s a s tria g e , b ra in d e a th a n d lifes u p p o r t s y s te m s .

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4‘I s s u e s o f c r itic a l c a re, ” s a y s th e d ir e c to r o f th e C e n te r f o r th e C r itic a lly III, “c a ll f o r th e w is d o m o f S o lo m o n .”

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stu d e n ts to take chem istry an d physio­ logy to prepare for a career in clinical m edicine. W hy d o n ’t we also require philosophy?”

The center staunchly advocates an interdisciplinary approach to critical care. “It is hubris to believe th a t any one discipline can m eet the needs of people in crisis,” says the director, w hose own background is in neurosci­ ence. At a tim e w hen adm inistrative an d patient care responsibilities in the m edical world still are fragm ented am ong departm ents, the center h as succeeded to a rem arkable degree in bringing a variety of specialists to­ g eth er—including those in m ental h e alth —while m aking the m ost of the unique perspectives of individual areas.

This is largely unexplored—and rocky—terrain. A few of the tough questions th a t surface daily in an in ten ­ sive care unit: — W ith the cost of critical care in the United S tates rising at an even faster rate th a n total health care, by w hat cri­ teria should ICU staff allocate lim ited resources? “This calls for m uch re­ search an d financial analysis,” the di­ rector says. “It’s not enough to dissect out th e ‘co sts’ associated w ith som e­ body who has severe pneum onia versus som ebody who requires a h eart m oni­ tor. W hat about the degree of severity?

How do you control for how sick som e­ body is? And how do we get inside the heads of the people m aking the alloca­ tion choices? We’ve got to get to the roots of triage decisions—why, for ex­ am ple, one person w ith disease X goes onto a regular floor, while another w ith the sam e disease is sent to the ICU.” — W hen is a person actually “d ea d ”? As the director points out: “W hat do you do if the b rain stem is functioning b u t the person c a n ’t com ­ m un icate and you d o n ’t know if he is dream ing or planning to build an E m ­ pire S tate Building? I d o n ’t know the answ er. But we m u st keep looking for new w ays to ask the q u estio n .”

— How do ICU staff approach deci­ sions on rem oving life-support equip­ m en t? “W hat you d o n 't say to the fam ily is, ‘W hat do you w ant u s to do?’

T h a t leaves them w ith g u ilt—the fear they m ay give up too early. You’ve got to protect the family. You can say. ‘All of our staff feel. .. Do you agree? We need to know w hat your th o u g h ts a re .’

You’ve got to do it by com m unicating, raising issues early, being willing to sit

dow n an d talk w ith fam ilies, tak es tim e. B ut th ere is grfea th a t tim e e x p e n d itu re .”

hat ue in

C h r o n ic a lly HI S e n io r s A r e C a u se f o r A g e n c ie s Concern T he graying of A m erica co n tin u es: in Ohio, th e fastest grow ing seg m e n t of the population betw een now a n d the tu rn of the n ex t cen tu ry will be m en a n d w om en 75 years of age a n d older.

T he 75- to 84-year-old group is pro­ jected to increase by 40 percent; the group 85 a n d beyond m ay ju m p as m u c h as 60 percent.

G row ing old, of course, brings w ith it g reater likelihood of chronic illness.

T his is a vulnerable population. Who is to look after those im paired elderly w ho are “a t risk ,” teeterin g on the edge of long-term in stitu tio n al care?

Two C leveland agencies sup p o rted

by F oundation g ra n ts —one private, one p u b lic—are m ak in g special efforts to help chronically ill seniors rem ain in the co m m u n ity as long a s possible. In a tim e of severely depleted resources, the agencies know th a t hom e-based or o u tp a tie n t care is m ore cost efficient th a n institutionalization. And through years of experience, th ey know there is a stro n g correlation betw een a sen io r’s sense of independence —how ever lim ­ ited his activity m ay actu ally b e —and his zest for life.

■ Eighty p ercen t of chronically ill seniors are cared for by th eir families.

T here is evidence th a t m o st fam ilies do th e job well, b u t it is also clear th a t the care-giving process can take its toll in “b u rn o u t.”

M enorah P ark Je w ish Hom e for Aged, the private geriatric an d geron­ tological cen ter in Beachw ood, will soon begin a respite care program to offer relief to fam ilies of elderly req u ir­ ing co n sta n t atten tio n . F our beds will be set aside for tem p o rary use in periods ranging from a few days to six w eeks, depending on n eeds of the in­ dividual families.

The program will also include w hat health care professionals call a “floating b ed ,” a relatively new con­ cept in the U nited S tates. T his bed will be available for brief, regularly scheduled stays. “T he care-giver, usually the d au g h ter or daughter-inlaw, will finally have som e relief to count o n ,” says a M enorah P ark staff m em ber. “ No m a tte r how e x h au stin g

the d em an d s on her, s h e ’ll at least be able to say to herself, ‘Well, on M onday I’ll have tim e for m yself.’”

The respite facility will be strateg i­ cally located n ex t to M enorah P ark ’s acute care un it, for easy staff access to backup personnel an d eq u ip m en t. Its core staff will include a coordinator (probably a social w orker, w ho will design care p ro g ram s b ased on individ­ ual need) a n d a licensed practical nurse.

A nother new service a t M enorah Park is directed tow ard an even m ore specific group. A day-care cen ter will soon open for o u tp atien t am b u lato ry seniors w ho suffer from m em ory im ­ pairm ent. T his project builds on the agency’s successful day-care cen ter for the physically hand icap p ed . “ From th a t program we have learn ed ,” staff says, “th a t th e confused elderly really need a space of th eir o w n .”

Tb th a t end, M enorah P ark h as re­ m odeled existing space as a self-con­ tained, 1,000-square-foot center, which will include lounge, dining room, toilet an d b a th in g facilities.

Versatility is p ara m o u n t, because th e cases are so different. “We’ve allowed space for bo th quiet an d activity areas, and w e’ve fenced in a n outside p atio ,” says staff. “T h a t’s im p o rtan t since m any confused seniors becom e ag ita­ ted and need an area for contained w andering.”

The center, scheduled to be in opera­ tion this spring, will be able to serve up to 15 m em ory-im paired seniors in one d ay —up to 40 in a week. M enorah Park staff ad m its th a t “You c a n ’t m ake slowly d eteriorating people better; this program is one of m a in te n a n c e .” Still, such plan n ed activities as “rem in is­ cing” an d c u rre n t affairs groups, m usic th erap y a n d m ov em en t can go a long w ay tow ard estab lish in g w h at gerontologists term “ reality o rie n ta­ tion.” Seniors often becom e less w ith ­ draw n an d troubled, w ith a renew ed in terest in th e w orld th a t su rro u n d s them .

O ther co m p o n en ts su p p o rted by the F o u n d atio n ’s tw o 1982 g ra n ts to M enorah P a rk —$231,104 over three years an d $7 ,5 0 0 for p la n n in g —are a planned psycho-geriatric asse ssm e n t center to ev aluate elderly w ith failing m ental capacities, a n d an applied re­ search pro g ram to explore an d eval­ uate the th ree new services.

■ For som e years, th e C hronic Illness C enter (CIC) h a s offered a panoply of health an d h u m a n services su p p o rt for

chronically ill persons still living in the com m unity. Its hom e-based services include nursing, social work, m edical intervention, p sy ch ia try —even legal assistance.

T hough the C enter accepts adults of all ages as clients, 80 percent of the m en an d w om en it serves are over 65, and the overw helm ing m ajority of those are people in som e w ay “a t risk .”

T heir living situation is characterized by poor housing, m eager financial re­ sources and lim ited access to the ben e­ fits and services available to the general public.

This is, as a social w orker p u ts it, “labor-intensive w ork” : CIC, a u n it of the C uyahoga County Hospital S ys­ tem , looks after about 1,500 clients a year w ith a sm all staff and lim ited budget. W ith a F oundation g ran t of $30,980, the agency hopes to stre n g th ­ en its role in the com m unity by getting a b etter handle on both the costs and effectiveness of its services.

W ith the assistance of a consultant from Cleveland S tate University, CIC is conducting a study of 200 of its active clients, all random ly selected. The “code book” used to collect and s ta n d ­ ardize d ata for com puterization etches an all-encom passing profile of each client draw n from such factors as dem ographics (for exam ple, age, sex, m arital sta tu s and living a rran g e­ m ent), personal resources (level of assertiveness, m astery over living situation), self-concept, physical health, m ental im pairm ent and re ­ q uests for services.

Overall aim of the research is to give CIC a m ore inform ed chance of predict­ ing service needs am ong all its clients.

“We w ant to find out w hat the m ost productive configuration of our ser­ vices m ight be in a given case,” says a staff m em ber. “W hether we have the resources, w hat the com m unity at large offers in the way of resources, how m uch it will cost, w hat the prob­ able outcom es of service are, and w hat the factors w hich can help or hinder service m ay be. We also need to know th e am o u n t of tim e we spend on types of cases, and our costs per client broken down into individual services, su ch as n ursing or social w ork.”

The study, due to be com pleted by the end of the year, h as the attraction of applicability to other Cleveland organizations. As Foundation staff notes, m any agencies are interested in review ing their own services, b u t “d o n ’t know w here to begin.”

Two a g e n ic e s a re m a k in g s p e c ia l e f f o r ts to h elp c h r o n ic a lly ill s e n io r s re m a in in th e c o m m u n ity a s lo n g a s p o s s ib le .

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Q u ad rip legic a t CWRU’s R e h a b ilita tio n E n g in e e r in g C enter: a b ra ve n e w w orld of practical technology.

N ew T e c h n o lo g y O ffe rs H ope f o r P a r a ly z e d V ic tim s Tom W., a severely paralyzed 22-yearold accident victim , w ears a portable u n it th a t sn ap s into electrodes im ­ p lanted by hypoderm ic needle u n d er th e skin on his arm . W hen he shru g s his shoulder, the m ovem ent sends an electronic m essage to the correct m uscles, causing them to respond in a w ay th a t m oves his paralyzed fingers an d th u m b s. T h an k s to the ap p aratu s, Tom can grasp objects and perform other tasks.

Spinal cord injuries such as Tbm’s usually consign their v ictim s—m any of w hom are y o u n g —to a lifetime of disability. But for the p ast seven years, Tbm h as been one of the lucky ones. He h as been in on the ground floor of pio­ neering research w ith a team of specia­ lists who have given him hope for a m ore independent future.

The w ork is being perform ed a t Case W estern Reserve U niversity’s R ehabili­ tation Engineering Center, one of only 16 such efforts in the country. Each center, w hose funders include the Na­ tional In stitutes of Health, h as its own special focus. Cleveland is a t the forefront in developing technology to aid victim s w ith paralyzed upper extrem ities.

The local center operates out of Cleveland M etropolitan G eneral Hos­ pital so th a t the new devices can be

tested on patien ts. W ith a F oundation g ran t of $76,898 over two years, the cen ter is adding staff an d can begin to serve o u tp atien ts of the h o sp ital’s Spinal Cord Injury Unit.

Most of the c e n te r’s work, according to its director, focuses on “restoring u p p er extrem ity function th ro u g h elec­ trical stim u latio n ,” a discipline req u ir­ ing very specific crossover skills (the director holds dual ap p o in tm en ts in or­ thopedics a t CWRU’s School of Medi­ cine a n d in biom edical engineering at Case In stitu te of Technology). The c e n te r’s team of ex p erts includes bio­ m edical an d electrical engineers, p h y ­ sicians, a neurophysiologist, an orth o tist an d two rehabilitation engineers.

T he center, audaciously, h a s found w ays to b ypass a dam aged spinal cord —a highly technical, tricky business indeed. E ach p a tie n t’s a p p a ra tu s m ust be tailor-m ade according to the stre n g th s an d w eaknesses of the m u s­ cles staff w ish to activate. T he m uscles have to anticipate an d function w ith the correct force or, for exam ple, the p a tie n t’s Styrofoam coffee cup m ight crum ble th ro u g h overexertion of a m u scle’s power.

C enter engineers have developed u n its w hich m ake use of a p a tie n t’s shrugging m o v em en t—eith er by head or shoulder, depending on the ex ten t of the in ju ry —to operate w heelchairs electrically. The w heelchair is outfitted w ith virtually the sam e device u sed to

stim u late arm m uscles, p erm ittin g a quadriplegic w ith no arm function to operate h is ow n vehicle.

“T he sh o u ld er sh ru g g in g functions as a sort of jo y stick ,” say s the director, “controlling th e m otorized chair.

Recently w e’ve even interfaced th a t a p p a ra tu s w ith an A tari gam e to pro­ vide a p atien t w ith e n te rta in m e n t.”

In one of the c e n te r’s m o st im p res­ sive an d ingenious ach iev em en ts to date, F ran k R., a victim of an au to acci­ dent, h a s been arm ored to com bat w hat could have been an im possibly bleak future. T his high-level q u ad ri­ plegic, w ho req u ires a portable resp ira­ tor in order to b reath e, controls his own w heelchair by pulling an d sipping on a straw , an d even “ in terfaces” w ith an Apple II w ord processor, w hich he can com m an d a t th e rate of ab o u t 22 w ords per m inute.

One of th e c e n te r’s goals is to devel­ op a device w hich could replace th e p resent skin-im plant/electrode m ethod w ith a totally im p lan ted system u sing radio tra n sm issio n to ac­ tivate it. T his m eth od w ould elim inate the need to apply th e u n it each day, w hich the quadriplegic can n o t do w ith ­ out assistance. T he director is also expanding the c e n te r’s p u rsu its to in ­ clude w ork on sensory deficits, n o n ­ vocal com m u n icatio n s problem s and m anipulatio n /m o b ility lim itations.

The cen ter rep resen ts a brave new world of exceptionally p ractical te ch ­ nology, b u t th e director cautions against labeling it a “ m iracle w orker.”

Success w ith p a tien ts dep en d s to a great ex ten t on individual m otivation and drive; an d besides, he notes, m ass production of th e req u ired eq u ip m en t is still som e tim e aw ay.

“You are n ot going to m ak e a person over sim ply because you give him h an d fu n ctio n ,” he says. “ W hat you can do is im prove th e quality of his life and provide w ays for him to do th ings he co u ld n ’t do o th erw ise.”

T he physician is characterizing the dram atic difference betw een the A m er­ ican and British attitu d es tow ard seniors. “In G reat Britain the physi­ cian h as a real relationship w ith the senior. He looks at the whole person —not ju s t the h eart failure or broken h ip .” In England, geriatrics has been a full m edical specialty for m ore th an 20 years; the first m ajor teaching hospital to recognize it as su ch in A m erica— M ount Sinai in New York C ity—did so only last year.

G e ria tric P h y s ic ia n s L e a rn V a lu a b le L e s s o n f r o m E n g la n d “We [in America] place very little em ­ phasis on th e elderly,” say s th e young physician from H eather Hill. “T h e y ’re sort of a t th e ex trem e end of fam ily practice. As a resid en t ph y sician you say to yourself, ‘Oh, no! H ere's so m e­ body real old w h o ’s going to be real sick. We te n d to th in k old eq u als sick.

The elderly th e n s ta rt th in k in g of them selves th a t w ay, to o .”

“G rand R o u n d s” a t H ea th er Hill: a tea m approach centering on the w hole p e rso n —not ju s t the broken hip.

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“In A m e r ic a , w e te n d to th in k o ld e q u a ls s ic k , ” s a y s th e y o u n g p h y s i ­ c ia n f r o m H e a th e r H ill. “ T h e e ld e r ly th e n s t a r t th in k in g o f th e m s e lv e s th a t w a y , to o .”

T h e in fa n t g r o w th r e s e a r c h p r o je c t is th e f i r s t in th e n a ­ tio n to is o la te f a m i l y s tr e s s e s a n d p a tte r n s th a t c o u ld h a v e m u c h to d o w ith f a u l t y n u rtu rin g .

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T h a t Europe is far a h ead of A m erica w hen it com es to th e caxe of its elderly is indisputable, according to the new trio of m edical directors w orking at H eather Hill, the skilled n u rsin g facili­ ty located in ru ral C hardon. W ith funds from an $81,050 g ran t from the Foundation, the doctors received a three-m o n th train in g an d practicu m experience a t two of G reat B ritain ’s intern atio n ally renow ned geriatric h o s­ pitals, St. P ancras in L ondon and W ithington Hospital in M anchester.

T he experience h as changed th eir professional lives, w ith H eather Hill’s 175 resid ents the beneficiaries. T he m edical directors, who divide up re ­ sponsibility for the ag en cy ’s residents, have devised a rigorous sy stem th a t d em an d s m u ch m ore of th em th a n popping in and out of room s once a week. “ We’re on a regular ro ta tio n ,” says a doctor. “One of us is here every th ree days. T h a t’s enough tim e to see th e co n tin u u m in a resid e n t’s case — enough tim e to th in k in term s of m a k ­ ing nicks in the pro b lem .”

H eather Hill’s connection w ith G reat B ritain goes back to 1975. T he n u rsin g facility had been seeking an affiliation w ith a teaching hospital in order to u p ­ grade its m edical services, an d The Cleveland Foundation p u t staff in touch w ith Dr. Lionel Cosin, th e cele­ b rated gerontologist from Oxford, who w as here consulting on a project w ith U niversity Hospitals.

Cosin n ot only opened doors for H eather Hill leaders to m eet an d w ork w ith G reat B ritian’s geriatric experts; he also helped inspire a form al rela­ tionship betw een the n u rsin g facility an d U niversity Hospitals. H eather Hill’s three m edical directors are in a sense a p roduct of th a t relationship.

Prior to th eir ap p o in tm en t last Oc­ tober, th e three physicians, all in their late tw enties, were com pleting th eir residencies in U niversity H ospitals’ D epartm ent of Fam ily Medicine. P art of the residency req u irem en t involved tim e sp en t at H eather Hill, w hich one doctor ad m its she “th o u g h t w ould be a real d rag .” Instead, the threesom e thrived am ong the elderly.

In an o th er H eather H ill/U niversity H ospitals project, the form er head of neurology a t the teaching hospital

visits H eather Hill w eekly to ide in-service ed u catio n for staff he m e d ­ ical directorate also lead m a n y of th ese sessions, w hich deal w ith topics ra n g ­ ing from A lzheim er’s disease to b e d ­ sores.

H eather Hill’s executive director, w ho also visited th e E nglish hospitals recently, is convinced th a t th e link w ith G reat B ritain a n d a m ajo r local teach in g hospital h a s p u t his n u rsin g facility “on th e c u ttin g ed g e” of g eriatrics in th is co u n try . T he English em p h asis on reh ab ilitatio n , for ex am ­ ple, led to H eather Hill’s enlarging its physical th e ra p y staff to six full-time professionals, w ho w ork w ith m ore th a n 100 resid en ts a day. “A m erica h as alw ays been stro n g in acu te care for th e a g ed ,” he says. “I t’s in long­ term , chronic problem s w here the p hysician h as been a b s e n t.” A physi­ cian p u ts it a n o th e r way: “We’re m ore technical in th is country. We focus on w h at th e pigoxin level is; th ey focus in E ngland on the com bination of things th a t can be done over tim e to help the p atien t b u tto n his s h irt.”

E n g lan d ’s team ap p ro ach to address­ ing long-term illn ess—an alternative to w h at H eather Hill’s director calls the “ m ore territorial, m ore frag m en ted ” A m erican w ay —h as also been adopted successfully by the local facility. In “ g rand ro u n d s,” held one day every other week, the m edical directors select five or six p atien ts w ith particularly com plex difficulties; co n d u ct exam ina­ tions together, a n d sp en d th e n ex t sev­ eral h o u rs discussing th e seniors in depth w ith all o th er su p p o rt staff in ­ volved, including physical therapists, n u rses, dieticians a n d social w orkers, an d often fam ily m em bers. “By the tim e w e’re finished,” say s a physician, “everyone is aw are of the long-range plan for a p a tie n t.”

S uch cooperation occasionally pro­ duces an unexpected b reakthrough.

For several weeks, one of th e m edical directors h ad been having trouble m ain tain in g a diabetic w o m an ’s sugar level. T hen, d u rin g th e g ran d rounds discussion, a n u rse observed th a t by m id-afternoon the resid en t often seem ed to be h ungry, w hich prom pted the dietician to rep o rt th a t the w om an did not alw ays finish h er lunch; she w as saving food, she claim ed, “for the b u n n y rabbit outside th e w indow .”

“We w ere blow n aw ay ,” say s the physician. “ We learn ed th e lady w as m ore delusional th a n we th o u g h t (the rabbit w as all in h er head). We p ro ­ vided a new m edication for th e m en tal problem an d she began to participate m uch m ore fully in life. Here I w as try ­ ing to ad ju st h er insu lin in tak e an d there w as h er lu n ch going into her p u rse .”

Tb fu rth er stre n g th e n th e team con­ cept, H eather Hill’s director is also sending several of his d e p artm e n t heads overseas for specialized train in g in physical th erap y , occupational th e r­ apy, n u rsin g an d social services.

Clearly, th e G reat B ritain p racticu m has touched H eather Hill’s staff in ways they could never have im agined.

“In one hospital, th ere w as a 9 0 -yearold lady, a stroke victim , w ho ju s t sat in a chair all day w ith h er m o u th wide open,” reports a physician.

“It w as th e h o sp ital’s policy to post photos of its resid en ts tak e n w hen the seniors were in th eir prim e. T he photo of this lady show ed h er in h er m id ­ tw enties w ith long brow n hair, a real beauty. Also posted w as a note th a t she had been an opera singer.

“W hen I saw t h a t—w hen I m ade the connection betw een h e r p a st an d p res­ e n t—th a t w as w hen I saw th e whole person an d stopped a n d stro k ed th e lady’s h an d an d tried to h elp .”

P io n e e rin g R e s e a r c h F o c u se s On “F a ilu re to T h r iv e ” I n fa n ts At about th e tim e th ey tu rn e d 16 m onths old, J a so n a n d J a m e s began spitting up after eating. T he problem continued, an d as th e tw ins gradually lost w eight, th eir p a re n ts took th em to Rainbow Babies a n d C hildrens H ospi­ tal for m edical evaluation. Doctors were concerned a b o u t th e w eight loss, b u t could find n o th in g physically w rong w ith th e infants.

T he ph y sician s co n su lted w ith a clinical psychologist a t Rainbow, however, w ho p u rsu ad e d th e p are n ts to take p a rt in his in fan t grow th research project. D uring th e m o n th s which followed, th e p sychologist’s team of research ers a n d m en tal h ealth experts identified an d helped to solve a variety of problem s in th e p a re n ts ’ p e r­ sonal life w hich h ad led to the in fa n ts’ w eight loss. “ It w as very ten se at

In fa n t G row th R e sea rch Project: addressin g "invisible”p ro b lem s th at require m ore than a ped ia tricia n 's w eigh ts an d m easu res (photo cou rtesy o /T h e Plain DealerJ.

h o m e,” adm itted the tw in s’ m other.

She cam e to realize th a t “ they would feel th a t tension through m e.”

T he psychologist’s project, begun in 1980 and supported last year w ith a $180,000 Foundation grant, is the first stu d y of its kind dealing w ith an “at risk ” group pediatricians call Failure to Thrive (FTT) in fa n ts—children who are norm al at birth, b u t who expe­ rience severe deficiencies in w eight d u r­ ing their first several years w hich m ay lead to problem s in intellectual and physical developm ent.

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A lthough FTT h as been researched for som e years, the Cleveland project is th e first in the n atio n to isolate fam ily stresse s a n d p a tte rn s th a t staff feel could have m u ch to do w ith “faulty n u rtu rin g .” “ In the past, the kids have been ho sp italized,” says th e psycholo­ gist, who serves as project director, “b u t th e diagnoses never addressed th e fam ily environm ent th a t probably gave rise to the problem in the first p lace.” As in the case of J a so n and Ja m e s, th e infant grow th project in te r­ venes quite directly in fam ily life; one of staff’s m ajor goals is to ju d g e the ef­ fectiveness of such treatm en t.

In an innovative m odel, the project director devised three tre a tm e n t groups of fam ilies of Failure to Thrive infants for his research; each group n u m b ers about 20 fam ilies. In the first group, project staff send appropriate p rofessionals—such as a nurse, social w orker or psychologist—as often as once a w eek into hom es to w ork w ith bo th p a ren ts and p erh ap s o th er rela­ tives. “The object,” the director ex ­ plains, “ is to get each fam ily tig h ter as a u n it—som etim es it’s a real p u sh — an d to increase the visibility of the FTT infant(s) in th a t fam ily.”

In th e second group, staff intervene w ith only one p aren t (“the m ajor care giver, usually the m o th e r”), an d in the third, the intervention again centers on both p aren ts b u t is som ew hat less intense. (Data and case histories of all three groups eventually will be com ­ pared w ith a control group of 60 in ­ fants who are physically healthy.)

Many fam ilies w ith Failure to Thrive infants suffer econom ic distress, so project staff also have functioned as a needed link to C leveland’s netw ork of h u m a n services.

It is still too soon for staff to have reached any conclusions about the com parative effects of intervention am ong the tre atm e n t groups. T he di­ rector does believe, however, th a t his research m ay sh a tte r at least one longheld assum ption: “Failure to Thrive h as usually been equated with neglect,” he says. “ It’s true th e re ’s a subgroup w ithin this population th a t suffers from neglect, b u t over and over again we find paren ts who really are trying w ith their ch ild ren .” T he fact th a t they try and fail, he says, only leads to m ore anguish.

Staff plan to sh are th eir findings an d w ork w ith area care givers, su c h as the C uyahoga C ounty Welfare D ep art­ m en t, w hich often identify F ailure to T hrive infants d u rin g th e course of hom e visits; an d the director m a in ­ tain s th e p ro ject’s d a ta can be “g en er­ alized ” to suggest relatio n sh ip s b e­ tw een o th er physical d evelopm ent and m en tal h ealth problem s in children. In addition, project staff are tak in g a leadership role in la u n c h in g a national stu d y of FTT infants, w hich will in ­ volve th e p articip atio n of a n u m b e r of m ajor m edical schools.

“T he key to th is kind of w ork is close collab o ratio n ,” says th e director, con­ fessing he “feels lonely w hen there a re n ’t o th er disciplines aro u n d m e .”

He finds th e c u rre n t influx of m en tal h ealth people in p ed iatrics valuable: “ Problem s like FTT are, in a sense, in ­ visible. T hey require m ore th a n a pedi­ a tric ia n ’s w eights a n d m e a su re s.”

F e d e r a tio n C h a rtin g I m p a c t o f P o lic ie s A f f e c tin g th e P o o r “ Our prim ary concern is the p o o r,” says th e director of th e C om m ission on H ealth C oncerns, F ederation for Com ­ m u n ity P lanning. “ We w an t to be the po o r’s advocate, b u t to do th a t we m u st have facts.”

T he need for h a rd inform ation is glaring: shifts in gov ern m en t policy af­ fecting the poor have h ap p en ed so fast, an d have upheaved su ch a com plex netw ork of h u m a n services, th a t no local agency h as been able to m easure th e im pact of th e changes.

W ith a jo in t g ran t from T he Cleve­ land F oundation an d T he TVeu-Mart Fund, th e Federation h as set o u t to g ath er com prehensive d a ta on socalled “special needs p o p u latio n s” —those people already encountering or likely to en co u n ter financial barriers to basic health care.

T he F ederation is ask in g such basic questions as “W ho is being cared for? w hen? by w hom ? a t w h at costs? and w ho goes w ithout c are?” A nsw ers, to be useful, m u st be pooled from a variety of sources, including th e Ohio S tate D epartm ent of Welfare, C uyahoga C ounty D ep artm en t of Welfare, the Ohio B ureau of E m ploy­ m en t Services, Blue C ross—even organized labor, w hose laid-off w orkers account for such a large percentage of the new poor.

The d a ta will be p ublished in a series of source books, including one th a t will d o cu m en t th e flow of govern­ m ent-subsidized p ro g ram s into C uy­ ahoga C ounty. B ut th e Federation, know n for its “action re se a rc h ,” w an ts to go m u ch fu rth er th a n create ju s t ano th er stu d y . Taking ad v an tag e of its tru sted position, w hich th e co m m is­ sion’s director characterizes as th a t of “an interested b y sta n d e r,” th e agency is m eeting w ith h ealth care providers to develop b etter options for m eeting the needs of th e poor.

For instance, th e Federation h as already initiated d iscussions w ith the a rea’s two m ajor h ealth professional groups: the Clevland A cadem y of Med­ icine and th e Cleveland D ental Society.

One resu lt of th e talk s is a new project in w hich d en tists will vo lu n teer their time, treatin g a reaso n ab le n u m b e r of indigent p atien ts on w eek-ends or eve­ nings w ithout charge. M uch of the treatm e n t will take place in local neighborhood centers, m a n y of which, the F ederation’s staff h as found, are surprisingly “ n ot as b u sy as they could be.”

P art of th e F ed eratio n ’s challenge is, in fact, to help th e co m m u n ity direct those eligible for M edicaid to th e a p ­ propriate resources. “R ath er th a n send an indigent p atien t w ith sto m ach cram ps for a $200 visit to a hospital em ergency ro o m ,” explains F edera­ tion staff, “you send him to a com ­ m unity h ealth center, w here h e ’ll get the sam e c are .”

In an o th er exam ple of th e F edera­ tio n ’s increased co m m u n icatio n w ith h ealth care providers, a special com ­ m ittee of its board m em b ers h as been m eeting weekly w ith th e board p re s­ idents of C leveland's five m ajor tea ch ­ ing hospitals. “ We w a n t th em to tell us about th e problem s th e y ’re ru n n in g up against in providing indigent c a re,” says the com m issio n ’s director, “an d to tell u s how we can use our position to help tell th a t story in C o lu m b u s.”

F a irv ie w G e n e ra l O p en s C e n te r f o r H e a lth E d u c a tio n “ Write a prescription for educatio n !” urges th e b ro ch u re p u t o u t by Fairview G eneral H ospital’s new C enter for H ealth E ducation. T he brochure, speaking directly to p h y sician s who use Fairview, explains, “ We are here to

help your p atien ts u n d erstan d their ill­ nesses, live to their m ax im u m p oten­ tial and reinforce or au g m en t the teaching you provide in your office.”

L aunched w ith a three-year F ounda­ tion g ran t of $ 102,430, the center th u s far h as served m ore th a n 600 patients outside the hospital setting, w ith pro­ gram s designed to continue education begun during a hospital stay, or to avoid entirely the need for inpatient adm ission.

T he stru ctu red program s, offered to patien ts for a nom inal fee, are tau g h t by registered n u rses and dieticians, som etim es one on one, m ore often in groups w here patients can learn from each other. All program s in the c en ter’s expanding repertoire address diagnoses w hich Fairview discharges w ith som e frequency, such as diabetes (Fairview discharges 1,000 cases a year), hypertension and lung disease. “ Living W ith D iabetes” is far and aw ay the m ost popular program . Ac­ cording to staff, the center can be particularly helpful to “postm ature diabetics” —m en and w om en who axe diagnosed relatively late in life, and whose condition can often be con­ trolled by proper diet. “Recently a m iddle-aged m an who had been diag­ nosed about a year ago w ent through our classes,” reports staff. “He w as te r­ ribly depressed w hen he began; he had concluded th a t his life could never again be norm al. After the program , his attitu d e changed com pletely. Now he says, ‘Why d id n ’t som eone tell me these things so o n er?” ’ The service cost the m an $35.

Fairview ’s com m itm ent to o u t­ p atien t education has em braced the entire w est side of Cleveland. For ex­ am ple, the center advertised special “ fall classes” in several new spapers, and attracted 350 people to su b u rb an city halls for instruction in “Weight M anagem ent” and “Sm oking: Calling it Q uits,” am ong other topics.

Here is a significant effort by a local hospital to cu t costs for patients th ro u g h education w hich prom otes tim ely and effective use of health resources. Best of all, Fairview ’s pro­ gram encourages individuals to assu m e responsibility for th eir own h ealth care.

S h if ts in p o lic y a ffe c tin g th e p o o r h a v e h a p p e n e d so f a s t, an d h ave u p h e a v e d su c h a c o m p le x n e tw o r k o f h u m a n s e r v ic e s , th a t u n til n o w no a g en cy h as been a b le to m e a su r e th e im p a c t o f th e ch a n g e s.

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A m erica n R ed C ross, G rea ter C lev ela n d C h a p te r —Purchase of a com puterized blood analyzer $20,000

Health Grants

A m erica n S ic k le C ell A n em ia A s s o c ia tio n —Sickle Cell Disease newborn screening and education project...........................................$ 4 5 ,0 0 0 C ase W estern R e se r v e U n iv e r s ity —Establishm ent of two senior neuro­ scientists in the Department of Neurol­ ogy at Case Western Reserve Univer­ sity and University Hospitals of Cleve­ land (second and third year)

$ 100,000

Evaluation of Project GOh, a model geriatric health n etw ork ............ $ 5 ,0 0 0 Infant Growth Project research at the School of M edicine................. $ 1 8 0 ,0 0 0 Multicenter trial research at Case Western Reserve University School of Medicine and Cleveland Metropolitan General Hospital over two years

$ 100,000 Research laboratory in the Depart­ m ent of Biomedical Engineering $ 7 5 ,0 0 0 TWo special programs in com m unity dentistry at the School of Dentistry $ 3 0 ,3 9 8 T h e C lev ela n d C linic F o u n d a tio n —Project GOh, a m odel geriatric health network (fourth year) .................................................... $ 7 0 ,7 7 2 Research in hematology over two y ea rs................................ $ 1 2 2 ,4 4 0 T he C lev ela n d F o u n d a tio n (Inc.)— Evaluation and case assessm ent of Project GOh, a model geriatric health netw ork..................................... $ 10,000 Feasibility studies for merger of Wade Park Manor and Judson Park $ 7 0 ,0 0 0 Progress review of grant to Cuyahoga County Hospital Foundation, Inc. for development of outpatient services for the severely disabled at Cleveland Metropolitan General Hospital

$ 1,000

Start-up costs of the Utilization Review Coordinating C ouncil..........$ 1 2 0 ,0 0 0 Technical assistance and monitoring of grant to The Cleveland Clinic Foun­ dation for Project GOh, a model geriatric health netw ork ..........$ 3 ,5 0 0 C lev ela n d H ealth E d u cation M u seu m —Outreach services, supplies for inner-city teaching and scholarship fu n d s......................$ 1 1 ,9 8 7

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C lev ela n d U rban A rea H e a l t h E d u ca tio n C e n t e r - S u m m e r HeaJth Careers Project ............... $ 4 ,2 5 3 C u yah oga C o u n ty H o sp ita l F o u n d a tio n , I n c .—D evelopm ent of outpatient services for the severely disabled at Cleveland Metropolitan General Hospital over two years ..................................................... $ 7 6 ,8 9 8 Long-range strategic program master plan for the Cuyahoga County Hospital System ..................$ 1 0 0 ,0 0 0 Study of the cost and effectiveness of services at the Chronic Illness Center $ 3 0 ,9 8 0 F a ir v ie w G en eral H o sp ita l— Geriatric audiological screening project over two y e a r s .......... $ 2 5 ,0 0 0 Initiation of an outpatient education program over three years . .$ 1 0 2 ,4 3 0 F e d e r a tio n for C o m m u n ity P la n ­ n in g -E x p a n d e d capacity for problem-focused health planning over two y e a r s .....................................$ 3 5 ,8 0 0 T h e G rea ter C le v e la n d H o sp ita l A s s o c ia tio n —Establishm ent of a Center for Health Developm ent $ 6 5 ,0 0 0 H ea th e r H ill, Inc., C hardon, O h io —Initiation of a teaching and research program ......................$ 8 1 ,0 5 0 H osp ice C ouncil for N orth ern O h io—Hospice care program for the elderly and infirm at Cuyahoga County Board of Health (second and third y e a r ) .................................$ 1 1 ,0 8 5 Hospice care program for the elderly and infirm at Home Health Care, Inc. (second and third year).......... $ 1 7 ,9 8 5 Hospice care program for the elderly and infirm at The Visiting Nurse Association (second and third year) .....................................................$ 6 5 ,0 1 4 L a k ela n d C o m m u n ity C ollege, M entor, O h io —Clinical education of em ergency m edical technicians and p aram ed ics.............................. $ 3 0 ,7 5 0 L ak ew ood H o s p ita l— Building cam paign . . .

$ 3 0 ,0 0 0

T h e L igh t o f Yoga S o c ie t y —Yoga exercise/relaxation for the adjunctive treatment of hypertension in the eld erly ........................................ $ 2 3 ,5 1 8

M enorah P ark J e w is h H om e for A ged —Planning for an applied research program .......................$ 7 ,5 0 0

C ase W e ste r n R e s e r v e U n iv e r s ity for t h e S c h o o l o f M ed icin e — Cancer r e s e a r c h ...................... $ 1 6 ,8 7 2

L u th e r a n M edical C e n te r — Conference tr a v e l......................... $ 4 0 5 Nurse a w a r d .............................. $ 2 ,8 0 8

Respite care, psycho-geriatric assess­ ment and day care for memoryimpaired elderly over three years $ 2 3 1 ,1 0 4

Medical research and general support $ 7 1 ,0 6 4 Outpatient clinic for dispensary $ 4 2 ,6 3 6

L u th e r a n M edical C e n te r F o u n d a tio n — General s u p p o r t ..................... $ 2 4 ,1 5 3

The Mt. S in a i M edical C e n te r — Operating support of The Greater Cleveland High Blood Pressure Coali­ tion, Inc. over three years $ 3 0 ,0 0 0

Research in diseases of the eye $ 3 0 ,7 0 4

N o rth e rn O hio L ung A sso cia­ ti o n —General s u p p o r t ........... $ 1 ,6 5 7

C le v e la n d C lin ic —Research in diseases of the eye ................. $ 1 5 ,3 5 3 T h e C le v e la n d C lin ic F o u n d a tio n —General support ................. $ 7 5 ,6 8 5

R ain b o w B ab ies & C h ild re n s H o s p ita l— E quipm ent or s u p p lie s ........... $ 1 ,3 2 0 General s u p p o r t ....................... $ 3 ,2 2 1

C le v e la n d H ea lth E d u c a tio n M u se u m —General su p p ort. $ 2 ,8 8 4

S a in t A nn F o u n d a tio n — General s u p p o r t ....................... $ 2 ,6 2 1

C u yah oga C ou n ty H o sp ita l F o u n d a tio n , I n c .—Cleveland Metropolitan General Hospital Nurse Award .................................. $ 8 7 3

S a in t J o h n H o s p ita l— General s u p p o r t..................... $ 1 2 ,3 5 9

The T een F ath er P rogram — Program for reduction of adolescent pregnancies..............................$ 2 8 ,0 0 0 U n iv e r sity H o sp ita ls o f C levelan d —Ambulatory Care Center . .$ 7 5 ,0 0 0 Supplemental support for the geriatric assessm ent unit at University Hospi­ tals of Cleveland in conjunction with Case Western Reserve University $ 3 5 ,0 0 0 University Hospitals of Cleveland and Case Western Reserve University Center for the Critically 111 (second and third y ea r)................................ $ 4 3 9 ,9 2 9 W om ankind, In c .—Em ployment of a social worker over two years $ 3 0 ,6 2 5 TOTAL HEALTH GRANTS— UNDESIGNATED............$ 2 ,5 4 2 ,0 1 8

(Following recipients and programs designated by donor)

General support .........................$ 2 ,6 2 1 D e a c o n e s s H o sp ita l o f C le v e ­ la n d —General su p p o rt..........$ 2 ,6 2 1 T h e D e a c o n e s s S o c ie t y —General support of Deaconess Hospital of C le v e la n d ................................$ 2 ,3 4 6 E ly ria M em orial H o sp ita l— William H. Gates b e d .............. $ 1 ,3 0 0 F a ir v ie w G en era l H o s p ita l— Christiana Perren Soyer bed . . $ 9 2 8 E q u ip m en t..............................$ 5 5 ,6 8 4 General s u p p o r t ...................... $ 9 ,8 4 2

A m erican C an cer S o c ie ty , C uyahoga C ou n ty U n it— General support . . . . . . . . .$ 6 2 ,7 1 3

G race H o s p ita l— E q u ip m e n t..............................$ 2 7 ,8 4 1

Research or any other purpose $ 1 4 ,0 6 6

H ea lth H ill H o sp ita l for C h ild ren —General su p p o rt....................$ 2 ,6 2 1

A m erican H eart A s s o c ia tio n , N o r th e a st O hio A ffilia te , I n c . General support .......................$ 6 2 ,7 1 4 Research or any other purpose $ 1 4 ,0 6 6

H ig h la n d V ie w H o s p ita l— Em ployee’s Christm as fund . $ 1 ,1 0 5

A r th r itis F o u n d a tio n , N o rth ­ e a s te r n O hio C h a p te r — General s u p p o r t.............................. $ 7 5 0 B e lle v u e H o sp ita l, B e lle v u e , O h io—General su p p o rt.............$ 3 ,6 9 1

H oly F a m ily C an cer H o m e General s u p p o r t ........................... $ 8 1 0 H uron R oad H o s p ita l— General s u p p o r t ...................... $ 8 ,7 8 5 T h e J e w is h C o m m u n ity F e d e r a ­ tio n o f C le v e la n d —Research or any other p u rp ose.........................$ 1 4 ,0 6 6

S a in t L u k e ’s H o s p ita l— General support ........................$ 1 ,0 1 3 S t. V in c e n t C h a rity H o s p ita l—Aid for alcoholics and indigent sick ...................................................... S I , 141 Elizabeth Boersig Soyer bed . . . $ 9 2 8 General s u p p o r t ....................... $ 5 ,6 8 8 S a m a rita n H o sp ita l, A sh la n d , O h io —Memorial room m aintained in m em ory of Mr. and Mrs. A. N. Myers ......................................................$ 1 0 ,1 9 6 S h r in e r s H o sp ita ls fo r C rip p led C h ild re n , Tbm pa, F lo rid a — General s u p p o r t ........................ $ 6 ,9 6 1 U n iv e rs ity H o sp ita ls o f C leve­ la n d —Conference travel. . . .$ 2 ,5 5 2 G eneral s u p p o r t..................... $ 1 2 ,5 7 6 G eneral support for Lakeside H o sp ita l.................... $ 4 9 1 ,9 8 3 General support for the m aternity h o sp ita l........................................ $ 6 ,2 6 4 Henry L. Sanford Memorial bed $ 1 ,3 2 0 Urological or vascular research $ 5 9 ,2 1 7 TOTAL HEALTH G R A N T S DESIGNATED .............. $ 1 ,2 6 8 ,9 2 2 TOTAL HEALTH G R A N T S DESIGNATED AND UNDESIGNATED . . . . $ 3 ,8 1 0 ,9 4 0

L ak ew ood H o s p ita l— General s u p p o r t ...................... $ 2 ,3 4 5 L ak ew ood H o sp ita l F o u n d a tio n , I n c .—General support . . . $ 7 3 ,5 5 3

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Special Philanthropic Services In 1982, th e funds expended for special philanthropic purposes covered prim arily the operating costs of The Cleveland Foundation, the F ounda­ tio n ’s first program -related investm ent, an d a wide variety of services benefiting th e philanthropic com m unity th ro u g h ­ out N ortheast Ohio.

■ In Septem ber, the Foundation com ­ pleted its first program -related in­ v e stm e n t—purchase of the Bulkley C om plex—to advance a long-standing com m itm ent to the potential of Play­ house Square. The Complex, the largest single real estate holding in Playhouse Square, is critical to the district’s redevelopm ent. Only 10 years ago, three adjacent theaters had been threatened w ith demolition. Tbday, revitalization of the district is visibly underw ay, prom ising both an economic an d cultural renaissance in dow ntow n Cleveland.

■ Services benefiting the philanthropic com m unity are extended to other charitable institutions w hich do not em ploy staff or w hich have limited staff. Services include evaluation of g ran t proposals and m onitoring of grants as well as convening m eetings dealing with issues of com m on concern to the participating foundations.

■ T h e Cleveland Foundation continued to support the developm ent of the regional library and field office of the Foundation C enter of New York. The library is nam ed in honor of Kent H. Sm ith, a form er Cleveland Foundation D istribution Com m ittee m em ber. The two-person staff includes a professional librarian w ith expertise in foundation m atters w ho conducts orientation ses­ sions in the use of the library's resources.

The library houses m aterials relating to the grant-m aking process, including an n u al reports of national foundations, Internal Revenue Service retu rn s of foundations in Ohio and neighboring states, and inform ation on federal and state governm ent funding.

In 1982, a record 2,537 visitors the Cleveland area, other p a rts of Ohio an d the M idwest u sed th e library. Of these, 680 persons atten d ed th e 156 orientation sessions stru c tu re d to teach g ran t seekers how to use th e library s resources m ore effectively.

G r a n ts T h e C le v e la n d F o u n d a tio n (In c.)— Anisfield-Wolf A w ard s.......................$ 1 3 ,5 0 0 Operating budget of The Cleveland Foundation (Inc.) for the year 1983 $ 1 ,3 2 0 ,4 7 5 Reim bursem ent to the special discretionary grant fund for support to the Cleveland Public Library for research and analysis of black/Jew ish tensions in the United States $ 5 ,0 0 0 T he F o u n d a tio n C en ter, N ew York, N ew Y ork—Operating budget support for the Foundation Center—Cleveland during 1983 ........................................................ $ 3 3 ,9 2 0 T O T A L ........................................ $ 1 ,3 7 2 ,8 9 5

P ro g ra m -R e la te d I n v e s tm e n t Purchase of Bulkley Complex in Playhouse S q u a r e ...........................................$ 3 ,9 0 0 ,0 0 0 T O T A L ........................................ $ 3 ,9 0 0 ,0 0 0

Trust Funds, Combined Funds and Supporting Organizations

C lev ela n d I n s titu te o f A r t’s “A d a p tiv e R e u s e ” o f a H isto ric M odel-T Ford P lant:

helping to develop one of University Circle's shabbier corners.

Trust Funds A wide variety of donors, dedi足 cated to T he C leveland F ounda足 tion as a m ean s of benefiting their com m u n ity in years to com e, have established the following tru s t funds. T hese funds are nam ed either for th eir donors or by th e donor for a m em orial or, in som e instances, for th e recipient organization w hich they enrich.

Rob Roy A lexander Fund T he Aloy M em orial S ch o larsh ip Fund T he Dr. David A lsbacher Fund for Medical R esearch T he George an d May M argaret Angell T rust Anisfield-W olf Fund C harles Rieley A rm ington Fund W alter C. a n d Lucy I. A stru p Fund No. 1 W alter C. a n d Lucy I. A strup Fund No. 2 Sophie A uerbach Fund* T he Frederic M. an d Nettie E. B ackus M em orial Fund W alter C. an d Fannie W hite B aker Fund Lilian H an n a Baldw in Fund Mabel R. B atem an M emorial Fund W arner M. B atem an M em orial Fund C ornelia W. B eardslee Fund J a m e s C. B eardslee Fund Louis D. B eaum ont Fund Mary B erry m an Fund Ida B eznoska Fund Big B rothers of G reater C leveland Fund T he Dr. H am ilton Fisk Biggar Fund George Davis Bivin Fund T he M artin E. an d Evelyn K. Blum Fund Tom L.E. Blum an d M artin E. Blum F und K atherine Bohm Fund R oberta Holden Bole Fund The George H. Boyd Fund* Alva B radley II F und G ertrude H. B ritton, K ath arin e H. P erkins Fund Fannie Brown M em orial Fund George F. B uehler M em orial Fund The H arry F. an d E dna J. B u rm ester C haritable R em ainder U n itrust No. 1 T ho m as B u rn h am M emorial TVust K atherine W ard B urrell Fund T he M artha B. Carlisle M em orial Fund T he Alfred J. C arp en ter M emorial Fund T he C entral High School E nd o w m en t Fund T he Fred H. C hapin M emorial Fund The F ran k J. an d Nellie L. C happie Fund* George W. C hisholm Fund J. E. G. C lark TVust Marie O denkirk C lark Fund T he E lsa C laus M emorial Fund No. 2 Cleveland Foundation C om bined Funds Cleveland: NOW! Fund Cleveland R ecreational A rts Fund Caroline E. Coit Fund A. E. C onvers Fund* H arry Coulby F und No. 2 H arry Coulby Fund No. 4 Jac o b D. Cox Fund S. H oughton Cox Fund

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H enry G. D alton Fund T he H ow ard a n d E dith Dingle Fund E dw in A. a n d J u lia G reene Dodd Fund No. 1 Edw in A. a n d Ju lia G reene Dodd Fund No. 2 L. Dale D orney Fund T he M ary a n d W allace D u n can Fund T he W illiam C. and A gnes M. D unn Fund Alice M cH ardy Dye Fund T he E m erald Necklace Fund A da C. E m erson Fund* H enry A. E verett T rust H om er E verett Fund Mary McGraw E verett F und C harles D udley F arn sw o rth F und T he George D. a n d E dith W. F eatherstone M emorial Fund Dr. F ra n k Carl Felix a n d Flora W ebster Felix Fund T he Fenn E ducational F unds (5) F irst Cleveland Cavalry-N orton M em orial Fund W illiam C. F ischer an d Lillye T. F ischer M emorial Fund* F isher Fund E rw in L. F isher a n d F anny M. F isher M emorial Fund E dw ard C. Flanigon Fund Forest City H ospital F oundation Fund C onstance C. F rackelton Fund No. 1 C onstance C. F rackelton F und No. 6 C onstance C. F rackelton F und No. 7 C o n stance C. F rackelton Fund No. 8 T he Fannie P itcairn F rackelton a n d David W. F rackelton Fund R obert J. F rackelton Fund T he George F reem an C harity Fund Frederic H. G ates Fund T he W illiam F. an d A nna Law rence G ibbons Fund* W illiam A. Giffhorn Fund Frederick H arris Goff Fund Frederick H. an d F ran ces S o u th w o rth Goff Fund* Isaac C. Goff Fund* E dw in R. Goldfield F und Lillian F. Goldfield Fund Marie Louise Gollan Fund Dr. Isadore J. G oodm an and R uth G oodm an M emorial Fund J u liu s E. G oodm an Fund T he G eorge C. an d M arion S. G ordon Fund R obert B. G randin Fund T he E ugene S. Halle M emorial Fund T he B lanche R. Halle M emorial Fund The H ortense B. Halle an d J a y M. Halle Fund D orothea W right H am ilton Fund Edw in T. an d Mary E. H am ilton Fund T he Lynn J. and Eva D. H am m ond M emorial Fund* L eonard C. H anna, Jr. Cleveland Foundation Special P urpose Fund L eonard C. H anna, Jr. C om m unity D evelopm ent F unds (5) L eonard C. H anna, Jr. Fund for C om m unity C hest Leonard C. H anna, Jr. Fund for United Appeal W illiam S titt H annon Fund Perry G. H arrison a n d V irginia C. H arrison M emorial Fund The Kate H an n a H arvey M emorial Funds No. 1 and 2 Melville H. Haskell, Mary H. Hunter, G ertrude H. B ritton, K atharine H. Perkins F unds No. 1 and 2

George Halle H ays F und K aufm an H ays M em orial F und T he Louise W. a n d Irving K H e l l e r F u n d Mildred S helby H eller M em orial F und T he W illiam M yron H eller M em orial Fund T he H inds M em orial Fund* T he H iram H ouse Fund T he Ja c o b H irten stein F und H. Morley an d E lizab eth N ew berry H itchcock F und Mildred E. H om m el a n d A rth u r G. H om m el M emorial Fund C e n tu re e n a S . H o tch k iss F und M artin H uge, M artha M. H uge, T heodore L. H uge a n d R ein h a rd t E. H uge M emorial Fund J o h n H u n tin g to n B en ev o len t Fund T he A. W. H u rlb u t Fund T he N orm a W itt J a c k s o n Fund S h e rm a n J o h n s o n M em orial F und Caroline B onnell J o n e s Fund J a m e s S. J o rd a n Fund A drian D. Jo y c e Fund T he F rederick W. an d H en ry ett Slocum J u d d Fund H e n ry e tt S. J u d d Fund T he G ertru d e Pfeiffer K ahn Fund Isaac T heodore K ahn F und Tillie A. Kaley a n d W arren R. Kaley M em orial Fund K aram u H ouse T rust C larence A. K irkham M em orial F und J o h n R. K ristn er Fund T he O tto an d L ena Konigslow M em orial Fund* Elroy J. an d F y n ette H. K ulas Fund* T he A rth u r A. L ederer a n d R u th Law rence Lederer Fund M artha M. L inden F und R obert M. L inney Fund* S ue L. L ittle Fund Vida C. Logan Fund E lizabeth T. L ohm iller Fund G ustave L orber an d F rie d a B rum l Lorber M em orial F und E lla L. L ow m an F und H enry M. L ucas Fund C lem ens W. L undoff a n d H ilda T. Lundoff Fund F ra n k J. L ynch Fund* Nellie L ynch Fund T h eresa Mae M acNab F und T he M aude F. M ajerick Fund Leone R. Bowe M arco F und Alice K eith M ather Fund T he S am u el M ather an d Flora S tone M ather M em orial Fund H arriet E. McBride Fund T he Lewis A. a n d E llen E. M cCreary M em orial Fund T he J o h n A. a n d Mildred T. M cGean Fund T he G eorge W. a n d S a ra h M cGuire Fund D onald W. M cIntyre F und T he K atherine B. M cK itterick Fund T he J o h n C. M cLean M em orial F und T he T h o m as an d M ary McMyler Memorial Fund T he A lbert Younglove M eriam and K a th ry n A. M eriam F und Alice B u tts M etcalf Fund S ara h S te rn M ichael Fund Helen G ibbs Mills M em orial F und Victor Mills Fund A nna B. M inzer Fund C orneliaS . Moore Fund* The Mr. an d Mrs. J a y P. Moore M em orial Fund

William C urtis M orton, Maud Morton, Kathleen M orton Fund E. Freem an Mould Fund Ja n e C. Mould Fund Tom Neal Fund Blanche E. Norvell Fund* Harry Norvell Fund The Crispin an d Kate O glebay Trust Clarence A. Olsen TYust Mary King O sborn Fund William P. P alm er Fund The Dr. C harles B. P ark er M em orial Fund* The Jo se p h K. an d Am y S h ep ard Patterson M emorial Fund Linda J. Peirce M emorial Fund Douglas P erkins Fund Grace M. Pew Fund Walter D. Price Fund William H. Price Fund The J. A m brose a n d Je ssie W heeler Purcell M emorial Fund* The C harles G reif Raible an d C atherine Rogers Raible Fund The Jo h n R. Raible Fund Clay L. an d Florence R annells Reely Fund The R etreat M em orial Fund Charles L. R ichm an Fund Nathan G. R ichm an Fund Alice M. Rockefeller Fund C harles F. R uby Fund William A. R uehl an d Mary Ruehl Memorial Fund The Mary Coit S anford M emorial Fund Mary Coit Sanford Fund Dr. Henry A. an d Mary J. S ch lin k M emorial Fund Dorothy Prentiss S ch m itt C haritable F und William C. Scofield M em orial Fund Charles W. an d Lucille Sellers M emorial Fund* William K. S elm an M emorial Fund Frank S. S h eets an d A lberta G. S h eets Memorial Fund Frank E. S h ep ard so n Fund The Henry A. S herw in an d F ran ces M. Sherw in Fund* The Henry A. S herw in an d F ran ces M. Sherw in M emorial Fund No. 1* The H enry A. S h erw in an d F ran ces M. Sherw in M em orial Fund No. 2* The Jo h n an d LaV erne S h o rt M em orial Fund The A. H. an d J u lia W. S h u n k Fund The T hom as an d A n n a Sidlo Fund Kent H. S m ith Fund The Nellie B. S navely Fund A. L. Som ers Fund William J. S o u th w o rth Fund Dr. George P. Soyer Fund The Jo h n C. an d E lizabeth F. S parrow Memorial Fund Marion R. S p ellm an Fund Jo sephin e L. S p e rry Fund The George B. S p ren g an d H azel M yers Spreng M emorial Fund The Hazel M yers S p ren g F und in m em o ry of her p aren ts, Mr. & Mrs. A. N. M yers Frederick C. S terlin g Second T estam en tary Thist* Avery L. S te rn e r Fund Ada G ates S tev en s M em orial Fund C atherine E. S tew art, M artha A. S tew art, J u d ith H. S te w a rt an d J e a n n e tte S tew art Memorial Fund Jessie S tew art Fund C harles L. an d M arion H. S to n e Fund

H arriet B. S to rrs Fund L eonard F. Stowe Fund The Alm a M. and H arry R. Tem pleton M emorial Fund H enrietta Teufel M emorial Fund The J o h n H. T h o m as Fund Amos B urt and Je a n n e L. T h om pson Fund M aude S. Tomlin M emorial Fund Mabelle G. and Finton L. Torrence Fund J a m e s H. T urner Fund C harles F. Uhl Fund Rufus M. Ullm an F und J o h n F. and Mary G. W ahl M emorial Fund Je ssie M acDonald W alker M emorial Fund T he J o h n Mason W alter an d Je a n n e M. W alter M emorial Fund No. 1 T he Jo h n Mason W alter and Je a n n e M. W alter M emorial Fund No. 2 Mabel B reckenridge W ason Fund A Mabel B reckenridge W ason Fund B* George B. an d E dith S. W heeler Trust E dw ard Loder W hittem ore Fund H enry E. and E thel L. W iddell Fund T he J o h n E d m u n d W illiam s Fund Teresa J a n e W illiam s M emorial Fund A rth u r P. an d E lizabeth M. W illiam son Fund T he George H., C harles E., and Sam uel D enny W ilson M emorial Fund E dith Anisfield Wolf Fund* T he B enjam in and Rosem ary Wolpaw Memorial Fund David C. W right M emorial Fund E dith W right M emorial Fund * PARTIAL BENEFITS FUNDS p ro vide p a y m e n ts o f a n n u itie s to certa in in d iv id u a ls prior to p a y m e n t o f incom e to th e F oundation. W ith th ree exceptions.

T h e C leveland F oundation w ill u ltim a te ly receive th e en tire n e t incom e fr o m th e se fu n d s . T h e prin cip a l a m o u n ts o f th ese fu n d s are carried a s a sse ts o f T he C leveland Foundation.

Trust Funds Growth In 1982 the carrying value of new funds and additions to existing funds recorded by The Cleveland Foundation totaled $3,092,244.06

N ew T ru s t F u n d s R e c e iv e d THE MARTIN E. AND EVELYN K. BLUM FUND Donor: Martin E. Blum Estate C arrying Value: $56,005.87.

M arket Value 12/31/82: $72,233.87.

Use of Income: Various donorrestricted purposes.

THE HORTENSE B. HALLE AND JAY M. HALLE FUND Donor: Jay M. Halle Trust Carrying Value: $795,495.66.

M arket Value 12/31/82:

$1,025,643.57.

Use of Income: Various donorrestricted purposes.

MILDRED SHELBY HELLER MEMORIAL FUND Donor: Mildred Shelby Heller Unitrust Carrying Value: $197,001.62.

M arket Value 12/31/82: $213,201.07.

Use of Income: Various donordesignated purposes.

THE WILLIAM MYRON HELLER MEMORIAL FUND Donor: The Estate of William Myron Heller Carrying Value: $181,382.49.

M arket Value 12/31/82: $189,657.53.

Use of Income: Various donordesignated purposes.

THE MAUDE F. MAJERICK FUND Donor: Maude F. Majerick Trust Carrying Value: $263,978.11.

M arket Value 12/31/82: $273,403.07.

Use of Income: The Cleveland Clinic Foundation.

DOROTHY PRENTISS SCHMITT CHARITABLE FUND Donor: Dorothy Prentiss Schm itt Charitable Trust Carrying Value: $501,480.83.

M arket Value 12/31/82: $501,480.83.

Use of Principal: The Ralph S. and Dorothy P. Schm itt Professorship at the School of Applied Social Sciences, Case Western Reserve University.

RUFUS M. ULLMAN FUND Donor: The Estate of Rufus M. Ullman Carrying Value: $125,000.00.

M arket Value 12/31/82: $124,756.25.

Use of Income: Unrestricted charitable purposes.

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THE BENJAMIN AND ROSEMARY WOLPAW MEMORIAL FUND Donor: Benjamin and Rosemary Wolpaw Trust C arryin g Value: $ 4 63,772.60.

M arket Value 12/31/82: $ 4 7 2,294.42.

Use of Income: Unrestricted charitable purposes.

A d d itio n s to E x is tin g T ru st F unds Charles Riley Armington Fund was in­ creased by a gift of $3 6 ,0 0 0 .0 0 to in­ com e from the Elizabeth Rieley Arm­ ington Charitable Trust.

Cleveland Recreational Arts Fund was increased by a gift of $100.00 from The Raymond John Wean Founda­ tion.

L. Dale Dorney Fund was increased by $1,126.90 through an insurance distribution.

The Emerald Necklace Fund was in­ creased by the gift of $ 2 00.00 from the Stouffer Corporation Fund.

The Fenn Educational Fund was in­ creased by a gift of $ 2 43.56 from The Harry F. and Edna J. Burmester Charitable Remainder Unitrust No. 1.

Forest City Hospital Foundation Fund was increased by gifts of $19,000.00 from the Forest City Hospital Founda­ tion.

Sherm an Johnson Memorial Fund was increased by a gift of $30,000.00 from Mrs. Frances M. Johnson.

Gustave Lorber and Frieda Bruml Lorber Memorial Fund was increased by a gift of $30,974.84 from the estate of Charline H. Lorber.

Donald W. McIntyre Fund was in­ creased by $47,113.54 through a distribution from the Donald W. McIn­ tyre Estate.

The John C. McLean Memorial Fund was increased by $316,522.79 through a final distribution from the John C. McLean Trust A. Victor Mills Fund was increased by $26,000.00 through a distribution from the estate of Helen Gibbs Mills.

Charles L. and Marion H. Stone Fund was increased by $845.25 through a distribution from the estate of Charles L. Stone.

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Combined Funds Com bined F unds were created w ithin The Cleveland Foundation in 1943 to provide a w ay through which gifts of any size could be m ade and p u t to work m ore effi­ ciently. Several th o u san d donors have contributed to Com bined F unds since their creation. Gifts to a Com bined F und retain th eir sep­ arate identity as m em orials b u t are com m ingled for investm ent purposes, thereby providing a large block of capital for m ore effi­ cient investm ent m anagem ent and greater incom e potential.

Gifts to a Com bined F und m ay be m ade in the nam e of an indi­ vidual or as m em orials. T here is no restriction as to size, and addi­ tions m ay be m ade a t any time.

Donors are encouraged to m ake their gifts available for u n restric­ ted charitable purposes, since this enables the Foundation to be flexi­ ble in m eeting changing co m m u n ­ ity needs and problem s. If a donor w ishes to express a preference as to how the incom e from his gift should be spent, it is suggested th a t one of the general Cleveland Foundation grant categories— Civic Affairs, C ultural Affairs, Education, Health, Social Services or Special Philanthropic P u r­ poses—be specified.

Morris A bram s Fund A cadem y of Medicine, H ealth E ducation Foundation Fund R hoda L. Affelder Fund Alcoholism Services of Cleveland, Inc. W ickham H. Aldrich Fund E unice W estfall Allen M emorial S am uel W estfall Allen M emorial Lydia May A m es Fund Raleigh F. A ndrie M emorial Fund M arguerite E. A nselm M emorial K atherine B. A rundel Fund Leonard P. Ayres M emorial R uth and E lm er B abin Fund A. D. Baldwin M emorial Fund Robert K. Beck M emorial Fund T he B eckenbach S ch olarship M emorial Fund H attie E. B ingham Fund B eulah Holden Bluim M emorial A rthur B lythin Memorial R obert B lythin M emorial E rn e st J. B ohn M emorial Fund Helen R. Bowler Fund Nap. H. Boynton M emorial Fund Alva Bradley M emorial B righam B ritton Fund Marie H. Brown Fund C harles F. B uescher M emorial

T h o m a s B u rn h a m M em o rial Fund E lizabeth A. B u rto n M e m o rial E d m u n d S. B usch F und R obert H. B usch S c h o la rsh ip F u n d C arm ela Cafarelli Fund M arian M. C am eron Fund E d n a L. a n d G u stav W. C a rls o n F oundation M em orial Fund L eyton E. C arter M e m o rial F und M ary C ath erin e C arter F und G eorge S. C ase F und Fred H. C hapin M em orial T he A dele C orning C hisholm M em orial Fund G a rn e tta B. C h riste n so n a n d LeRoy W. C h riste n so n Fund Mr. an d Mrs. H arold T. C lark Fund Inez a n d H arry C lem en t A w ard Fund C leveland C onference for E ducational C ooperation F und C leveland G u id an ce C enter E n d ow m ent Fund C leveland H eights H igh School S c h o larsh ip Fund C leveland P sy ch o an a ly tic Society F und T he C leveland Sorosis Fund C leveland W ar M em orial A rth u r Cobb M em orial A rth u r Cobb, Jr. M em orial Florence H aney Cobb M em orial Louise B. Cobb M em orial M ary G aylord Cobb M em orial P ercy Wells Cobb M em orial R alph W. Cobb, Jr. M em orial Dr. Harold N. Cole M em orial Cole N ational Corp. Fund L aw rence E. C onnelly M em orial Ju d g e Alva R. C orlett M em orial M ary B. C ouch F und Ja c o b D. Cox, Jr. M em orial Willis B. C rane M em orial Dr. W ilbur S. Crowell M em orial M arianne N orth C u m m er M em orial G lenn A. C utler M em orial N ath an L. D auby M em orial Mary E. Dee M em orial Fund Carl D ittm ar M em orial M agdalene P ah le r D onahey F und A nna J. D orm an a n d Pliny O. D orm an M em orial F und L. Dale D orney M em orial Fund J a m e s J. Doyle an d Lillian H erron Doyle S ch o larsh ip Fund R obert J. D rake M emorial C harles A. Driffield M em orial F und K ristian E ilertsen Fund Irene C. an d Karl E m m erlin g Scholarship Fund C harles F arran Fund A rth u r H. F eher F und W illiam S. a n d F reda M. Fell M emorial Fund Herold an d C lara Fellinger C h aritable Fund S idney B. F ink M em orial K athleen H olland Forbes M usic Fund Percy R. an d B eatrice R ound Forbes M em orial Fund F rances B. an d G eorge W. Ford M emorial Fund G ladys J. an d H om er D. Foster Fund H arriet R. Fowler Fund K atyruth S trieker Fraley M em orial A nnie A. F rance Fund H erm ine F rankel M emorial I. F. Freiberger Fund Mrs. I. F. F reiberger M em orial W inifred F ryer M em orial Fund Frederic C. Fulton F und

Florence I. G arrett M em orial F rankS. G ibson M em orial Fund Ellen G ardner G ilm ore M em orial Frances S o u th w o rth Goff M emorial Robert B. G randin M emorial Jam es L. G reene M emorial Bell Greve M emorial Fund Robert Hays G ries M em orial Carolyn K. G rossm an Fund Isador G rossm an M em orial Fund Marc J. G rossm an Fund Jessie Haig Memorial Florence H am ilton M emorial Leonard C. H anna, Jr. C leveland Play House Fund The Leonard C. H anna, Jr. Special Fund Ja n e t Harley Memorial F und Mr. and Mrs. Roy G. H arley Fund Mrs. W ard H arrison M em orial F. H. Haserot Fund Homer H. H atch Fund Jam es W. H avighurst M emorial Scholarship Fund Lewis Howard H ayden an d Lulu May Hayden Fund Nora Hays Fund IvaL. Herl Fund The Clifford B. H ershik Memorial Fund The Siegm und an d B erth a B. Herzog Endow m ent Fund Highland View H ospital E m ployees’ F und Albert M. Higley M emorial Mary G. Higley Fund Reuben W. H itchcock Fund Mary Louise Hobson M em orial Fund Mr. and Mrs. A rth u r S. H olden Fund Cora Millet Holden M emorial Guerdon S. Holden M emorial Helen M. Holland M emorial Dr. Jo h n W. Holloway M em orial Fund Jo h n W. Holt Memorial Mrs. Jo h n H. Hord M emorial A. R. Horr Fund Joseph C. H ostetler M emorial Gilbert W. H um phrey M em orial Fund Mrs. Ray Irvin Memorial The Norm a W itt Ja c k so n Fund Erie J. Jo h n so n an d W alter Saw telle Doan and Ella P. Doan M em orial Fund Ja m es K. Jo h n so n , Jr. M em orial Fund Minerva B. J o h n so n M em orial Fund Virginia K. Jo h n so n M em orial Fund Florence Jo n e s M emorial The T hom as Hoyt J o n e s Fam ily Fund The Virginia J o n e s M em orial Fund Mr. and Mrs. S idney D. Jo s e p h s F und Albert B. an d S ara P. K ern M em orial Fund Jo seph E. Kewley M em orial Fund Orrin F. K ilmer Fund D. D. Kim m el M em orial Fund Quay H. Kinzig M emorial T hom as M. Kirby M em orial Dr. E m m anuel K laus M em orial Fund Sam uel B. K night Fund The Philip E. an d B erth a Hawley Know lton Fund Estelle C. Koch M em orial S ch o larsh ip Fund Richard H. Kohn Fund Sam uel E. K ram er Law S ch o larsh ip Fund George H. L apham Fund Mr. and Mrs. R obert S. L ath am Fund Dr. and Mrs. R obert H. L ech n er Fund M argaret Irene Leslie Fund Mrs. Howell Leuck Fund The Jo n Lewis Fund Daniel W. Loeser Fund Meta M. Long Fund

T he C halm er F. L utz Fund T he W illiam Fred M ackay an d Cora C arlisle M ackay M emorial Fund A n n a Mary Magee M emorial Fund George A. and Mary E. M arten Fund Mrs. E. O. M arting M emorial T he Frederick R. an d B ertha S p echt Mautz S cholarship Fund E rm a L. Mawer Fund M alcolm L. McBride and J o h n H arris McBride II M emorial Fund T h o m as M cCauslen Memorial Mrs. E. P. M cCullagh M emorial E m m a E. M cDonald Fund H eber M cFarland Fund Hilda J. McGee Fund G ladys M. M cIntyre M emorial Fund W. B rew ster M cKenna Fund A nna C urtiss M cNutt Memorial C harles E. Meink M emorial W illiam J. Mericka M emorial The G race E. M eyette Fund H erm an R. and E sth e r S. Miller M emorial Fund F rancis C harlton Mills, Jr. Fund E m m a B. Minch Fund J o h n A. M itchell and B lanche G. Mitchell Fund H arry F. Miter Memorial Helen Moore Fund Daniel E. Morgan M emorial Fund Mary MacBain Motch Fund Ray E. M unn Fund J o h n P. M urphy M emorial C hristopher Bruce N arten M emorial T he National City B ank Fund H arlan H. Newell M emorial Harold M. Nichols Fund Jessie Roe N orth an d George M ahan North M emorial Fund J o h n F. O berlin and J o h n C. O berlin Fund Ohio N ut and Bolt C om pany Fund J o h n G. & May Lockwood Oliver Memorial Fund E thelw yne W alton O sborn M emorial E rla S ch lath er P arker Fund C harles J. an d M arian E. P aterson Fund B lanche B. Payer Fund C aroline Brown P rescott M emorial Fund Mary D unham Prescott M emorial T he George J o h n P utz an d M argaret Putz M emorial Fund T he George F. Q uinn M emorial S cholarship Fund O m ar S. R anney M emorial G race P. Raw son Fund L eonard R. Rench Fund Marie R ichardson M emorial Fund M inerva P. Ridley Fund E d n a A. Rink Fund O rra M. R isberg Memorial G ertrude M. R obertson M emorial H elen D. Robinson F und C larence A. Roode M emorial E lizabeth Becker R orabeck Fund E dw ard L. Rosenfeld an d B ertha M. Rosenfeld M emorial Fund Dr. A. T. Roskos Fund D orothy and Helen R uth Fund St. B arnabas Guild for N ursing Fund Mrs. R aym ond T. Saw yer Memorial Oliver H. S ch aaf Fund C ornelius G. Scheid M em orial Fund T he R obert N. S chw artz F und for R etarded C hildren Alice D uty Seagrave Foreign S tu d y Fund W arner Seely Fund A rth u r H. Seibig Fund Mrs. Louis B. S eltzer M emorial

T he A rth u r and Agnes Severson M emorial Fund A nnette S. Shagren M emorial Nina S h errer Fund J a m e s Nelson Sherw in Fund T he Jo h n and F rances W. S herw in Fund C ornelia A dam s S h iras Memorial Dr. T hom as S hupe M emorial Fund Sam uel Silbert Fund David G. Skall M emorial Mr. and Mrs. Paul T. Skove Fund Jo se p h in e R. and Edw ard W. Sloan, Jr. Fund Social Work Scholarship Fund Society for Crippled C hildren — Tris S peaker M emorial Fund Society N ational B ank Fund Meade A. S pencer Memorial T he Miriam K erruish Stage Fund Belle Bierce S tair Memorial Frederick S. S tam b erg er Memorial Nellie Steele S tew art Memorial T he C harles J. Stilwell Scholarship Fund Ralph P. S toddard M emorial Fund E sth er H. an d B. F. S toner Memorial Fund V ernon Stouffer M emorial Fund M ortim er I. S trau ss and Helen E. S trau ss and B lanche New M emorial Fund The Ignatz & B erta S u n sh in e Fund Jo se p h T. Sw eeny M emorial C harles F arran d Taplin and Elsie H. Taplin Fund C. F. Taplin Fund Jessie Loyd Tarr Memorial E lizabeth Bebout Taylor Memorial Mary J. Tew ksbury Fund Allison J o h n T hom pson M emorial Fund C hester A. T hom pson Fund M argaret H ayden T hom pson Fund S arah R. T hom pson Fund Hom er F. Tielke Fund Maud K erruish Towson M emorial Jessie C. Tucker M emorial Fund The C harles F. Uhl and Carl F. Uhl M emorial Fund Leo W. U lm er Fund C hristian and S ophia Vick Memorial Fund Malcolm B. Vilas M emorial Philip R. and Mary S. W ard M emorial Fund Cornelia Blakem ore W arner M emorial Fund Helen B. W arner Fund S tanley H. W atson Memorial F rank W alter Weide Fund T he H arry H. and Stella B. Weiss Memorial Fund Caroline Briggs W elch M emorial B urt W enger Fund S. B urns an d Sim onne H. W eston Fund Lucius J. and Je n n ie C. W heeler Memorial Fund Elliott H. W hitlock Memorial Mary C. W hitney Fund T he M arian L. and E d n a A. W hitsey Fund R. N. an d H. R. W iesenberger Fund Lewis B. W illiam s Memorial W hiting W illiam s Fund A rth u r P. and E lizabeth M. W illiam son Fund Ja m e s D. W illiam son Fund Marjorie A. W inbigler M emorial J o h n W. W oodburn M emorial Nelle P. W oodworth Fund Dorothy Young W ykoff M emorial Leward C. W ykoff M emorial Frederick W illiam York Fund Dr. Edw ard A. Yurick Fund H erbert E. and E leanor M. Z dara M emorial Fund

Combined Funds Growth

Supporting Organizations

D uring 1982 th e Com bined F unds generated incom e for g ran t p u r­ poses of $1,141,442.64. M arket value of th e Com bined F unds as of Decem ber 31, 1982, totaled $11,971,218.36.

Seven supporting organizations were affiliated with The Cleveland F ounda­ tion in 1982. These organizations have com m itted their assets to the benefit and charitable purposes of the F ounda­ tion and are classified u nder section 509(a)(3) of the Internal Revenue Code.

Each supporting organization retains a separate identity, enabling its founders to m aintain an active interest in philanthropy during their lifetimes, while enjoying the public charity status and staff services of The Cleveland Foundation.

The first supporting organization of The Cleveland Foundation was created in 1973 by Jo h n and Frances Wick Sherwin. In th at year, after 20 years of operation as a family foundation. T h e S h e r w ic k F un d becam e the first private foundation in the country to gain affiliation with a com m unity trust. The trustees of The Sherwick Fund approve grants for a variety of educational, health, social service and cultural arts programs. In 1982, 35 grants were approved totaling $204,973.

T he G oodrich S o cia l S e ttle m e n t w as also a private foundation prior to its affiliation in 1979 with The Cleve­ land Foundation. G rants approved by the trustees of this Fund benefit, b u t are not limited to, The GoodrichG annet Neighborhood Center and the Bell Neighborhood Center. Three grants totaling $63,275 were au th o r­ ized in 1982.

The five rem aining supporting organizations becam e affiliated with the Foundation w ithout prior philan­ thropic structure. T he W illia m J . and D oroth y K. O’N eill, Sr. F u n d was established as an affiliate of The Cleveland Foundation in 1977. After five years of grant m aking for a variety of charitable activities, the O’Neills dissolved the Fund on December 31, 1982. During its last year as a support­ ing organization of The Cleveland Foundation, nine grants, am ounting to $409,250, were approved by the trustees.

T he E liza b eth an d E ller y S ed g ­ w ic k F un d was created by the Sedgwicks in 1978. In 1982 the Fund benefited general charitable activities in the Cleveland area with nine grants totaling $42,800.

T he A lto n F. an d C arrie S. D a v is Fund, created in 1979, supported six organizations during 1982 for a variety of cultural and charitable activities.

G rant aw ards totaled $14,120.

N ew F u n d s R e c e iv e d MARIE H. BROWN FUND, $95,500.00 Donor: Marie H. Brown Estate Use of Income: Young Men’s Christian

Association of Cleveland.

FREDERIC C. FULTON FUND, $10,315.47 Donor: Thom as Q., Jo h n M. and David C. Fulton Use of Income: U nrestricted charitable purposes.

JANET HARLEY MEMORIAL FUND, $ 10,000.00 Donor: Anonymous Use of Income: Restricted for support of equity issues in health and hum an services.

THE CLIFFORD B. HERSHIK MEMORIAL FUND, $3,696.00 Donor: Pearl S. Hershik Estate Use of Income: Health and medical research.

THE JON LEWIS FUND, $45,204.59 Donor: The Jo n Lewis Fund and Dr. and Mrs. David B. Fishback Use of Income: A nnual aw ard to a graduate of Cleveland Heights High School.

HELEN B. ROBINSON FUND, $552,903.80 Donor: Helen D. Robinson Estate Use of Income: Aged people and needy children.

BURT WENGER FUND, $1,395,371.08 Donor: Bert Wenger Estate Use of Income: Cleveland Society for the Blind.

A d d itio n s to E x is tin g F u n ds THOMAS BURNHAM MEMORIAL FUND, $3,453.83 Donor: Marie Louise Gollan-Winston P. Burton Fund MARY CATHERINE CARTER FUND,

$ 100.00 Donor: Mary C. Carter

DOROTHY AND HELEN RUTH FUND, $ 1,000.00

Donor: Dorothy Ruth G raham

SAMUEL SILBERT FUND. $4,178.20 Donor: Samuel H. Silbert Estate

DR. EDWARD A. YURICK FUND, $15.00 Donor: Dr. Edward A. Yurick 74

A nother source of philanthropic dollars for the Cleveland area is T h e W olpert F u n d , created in 1980

by Sam uel and Roslyn Wolpert. Thirtytwo g ran ts were approved in 1982, providing $53,700 for civic, social services, cultural and educational program s.

The first supporting organization in the country to becom e affiliated with both a com m unity foundation and another charity w as T h e Treu-M art F un d. Established in 1980 by Eliza­ beth M. an d the late William C. Treuhaft, The Treu-Mart Fund is a support­ ing organization of both The Cleveland Foundation and T he Jew ish C om m u­ nity Federation of Cleveland. In 1982 the trustees of the Fund approved 11 g ran ts for a variety of charitable ac­ tivities in the Cleveland area.

Detailed listings of the 1982 grants of The Sherw ick Fund, The Treu-Mart Fund and T he Wolpert Fund m ay be found in an nual reports published separately and available a t The Cleveland Foundation.

Financial Report

C en ter for H ea lth E d u ca tio n a t F a irv iew G en eral H osp ital: encouraging out足 p a tie n ts to a ssu m e respon sibility fo r their ow n health care.

75

Balance Sheets T h e C le v e la n d F o u n d a tio n

Decem ber 31

1982

A s s e ts

?

C a s h ......................................................................

Certificates of deposit.....................................

Short-term in v e stm en ts....................................

Securities—Note E: U.S. G overnm ent o b lig a tio n s ......................

Bonds ...............................................................

Common and preferred stocks ...................

Common tru st funds ....................................

Other investm ents—Note E .............................

Cash value of life insurance—net ofpolicyloansof$18,788 ($15,934 in 1981) Equipm ent and leasehold im provem ents —net of accum ulated depreciation and am ortization of$99,976 ($66,283 in 1981) .

Other assets .......................................................

5

865,134 1.300.000 2.445.000

1981 363,428 1.150.000 1.851.000

24,913,184 38,851,401 83,737,196 41,405,856 188,907,637 5,337,938

23,082,405 38,857,208 82,924,014 40,195,480 185,059,107 1,352,389

162,096

162,029

74,799 124,883 $199,217,487

98,601 59,666 $190,096,220

$

$

L ia b ilitie s a n d F u n d B a la n c e s

Accounts payable and accrued expenses Fund balances: Restricted for charitable purposes . . . .

Unrestricted for operating purposes . .

286,279

198,314,070 617,138 198,931,208 $199,217,487

123,581

189,455,108 517,531 189,972,639 $190,096,220

See n o tes to fin a n c ia l sta te m e n ts.

Year E n d e d D ecem ber 31

Statem ents of Revenue, E xpenses and Changes in Fund Balances T h e C le v e la n d F o u n d a tio n

1982

R evenue

Received from donors ...........................................

Net gain (loss) from sale of a s s e ts ..........................

D iv id en d s.................................................................

Interest—net of am ortization and purchased in te r e s t......................................

Common tru st fund in c o m e .................................

Partial benefit in c o m e ...........................................

Distribution of estate in c o m e ...............................

O t h e r ........................................................................

Total R e v e n u e .........................................................

$

5,917,462 4,179,109 4,869,101

$

1981 8,843,092 2,882,488 4,703,785

5,513,687 2,145,876 5,145,880 897,868 177,168 2 8 ,8 4 6 ,1 5 1

5,138,228 2,034,569 5,080,440 501,195 157,938 2 9 ,3 4 1 ,7 3 5

798,494 115,497 242,228

770,238 60,371

17,331,794

15,738,428

E x p en ses

Authorized by trustee banks: Trustees’fe e s .......................................................

Other trust expenses .........................................

Distribution of fund a s s e ts .................................

Paym ents under grants authorized by The Cleveland Foundation Committee or the Distribution Committee for charitable p u r p o s e s ...........................................

Administrative expenses: S a la rie s ................................................................

Employee b e n e f its .............................................

Occupancy and office e x p e n se s........................

Professional and consulting fees and staff e x p e n s e s ..................................................

Other .....................................................................

T otal E x p e n s e s .......................................................

E x c e s s o f R e v e n u e o v e r E x p e n s e s ....................

743,406 166,022 210,274

635,406 114,021 177,912

197,260 82,607 1 9 ,8 8 7 ,5 8 2 8 ,9 5 8 ,5 6 9

125,737 90,766 1 7 ,7 1 2 ,8 7 9 1 1 ,6 2 8 ,8 5 6

F u n d b a la n c e s a t b e g in n in g o f y e a r .........

1 8 9 ,9 7 2 ,6 3 9

1 7 8 ,3 4 3 , 7 8 3

F u n d b a l a n c e s a t e n d o f y e a r ........................

$ 1 9 8 ,9 3 1 ,2 0 8

$ 1 8 9 ,9 7 2 ,6 3 9

See notes to fin a n c ia l sta te m e n ts.

76

Notes to Financial Statements T he C le v e la n d F o u n d a tio n D ecem b er 3 1 ,1 9 8 2

N o te A —The financial statem ents include

the accounts of The Cleveland Foundation (“charitable corporation"), The Cleveland Foundation (“community trust”) and their af­ filiated supporting organizations: The Davis Fund, The Goodrich Social Settlement Fund, The O'Neill Fund (1981 only), The Sedgwick Fund, The Sherwick Fund, and The Wolpert Fund. Interorganizational transactions and ac­ counts have been eliminated.

The financial statements are not intended to present financial position and results of operadons in conformity with generally accepted ac­ counting principles on the accrual method; rather, it continues to be the Foundadon’s con­ sistent policy to prepare its financial state­ m ents primarily on the acceptable accounting method of cash receipts and disbursements by which 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.

N o te B —Effective January 1, 1981, Cleveland

Foundation Resources amended its Articles of Incorporation to broaden its purposes and change its nam e to The Cleveland Foundation (“charitable corporation”). The am endm ent established charitable purposes of the charitable corporation which are the same as those of the community trust known as The Cleveland Foundation. Beginning in 1981, the assets, fund balances and changes in fund balances of the charitable corporation are com­ bined with those of the community trust to reflect in practice one organization.

Securities and other investments are m ain­ tained by five trustee banks in various trust funds and are carried generally at cost or am ounts determined by estates at the time of bequest.

The resolutions and Declarations of Trusts, pursuant to which trust 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 (“community trust"), have been excluded from the accom­ panying statements until such time as they have been formally transferred to The Cleveland Foundation.

Equipment and leasehold improvements are stated at cost less accumulated depreciation and amortization.Depreciation and amortiza­ tion are computed on the straight-line method over the estimated useful lives of the assets.

The Davis, Goodrich Social Settlement, O’Neill (1981 only), Sedgwick, Sherwick and Wolpert funds are supporting organizations under the provisions of Section 509 (a) (3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of the supporting organizations for specific charitable purposes. Beginning in 1981, the assets, fund balances and changes in fund balances reflected in these statements include these supporting organizations.

N o te C —Partial benefit funds generally pro­

the accompanying statements since The Cleveland Foundation ultimately will receive the entire income of such funds. In 1982 and 1981 The Cleveland Foundation received ap­ proximately 84 and 82 percent, respectively, of the aggregate income of the various partial benefit funds.

The carrying value of partial benefit funds included in the multiple trusteeship resolution classification is as follows: vide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to pay­ ment of the balance of the income to The Cleveland Foundation. The total carrying values of partial benefit funds are included in

D ecem ber 31

1982

A m erflY u st......................................

National City B a n k ..........................

Central National Bank of Cleveland Society National Bank of Cleveland

$45,249,207 6,753,800 1,338,660 $53,341,667

N o te D —The Cleveland Foundation has

grant com m itm ents of $13,474,000 and

1961 $45,854,792 6,607,636 1,363,509 1,230,000 $55,055,937

$11,389,000 at December 31, 1982 and 1981, respectively.

77

N o te E —Approximate m arket vaJues for

securities and other investm ents m aintained by the five trustee banks for the charitable

corporation, the com m unity tru st and the supporting organizations are: December 31

1982

U.S. governm ent obligations .

Bonds .........................................

Common and preferred stocks Common tru st f u n d s ..............

Other in v e stm e n ts...................

Since approxim ate m arket valuations as of December 31, 1982 and 1981 for other investm ents with a carrying value of $4,123,087 and $146,539, respectively,

$ 26,140,699 32,065,986 151,857,606 44,339,114 254,403,405 5,009,090 $259,412,495

1981 $ 20,817,386 25,669,786 136,207,870 40,021,457 222,716,499 996,788 $223,713,287

were not readily obtainable, the carrying value of other investm ents has been includ­ ed as the approxim ate m arket value.

N o te F —Fund balances of the supporting organizations are com prised of the following: D ecem ber 31-

198 2

The Davis F u n d ....................................

The Goodrich Social Settlem ent Fund The O’Neill F u n d ....................................

The Sedgwick F u n d ...............................

The Sherwick F u n d ...............................

The Wolpert F u n d .................................

During December, 1982, the rem aining fund assets of The O'Neill Fund were distributed to an outside organization. The O’Neill Fund N o te G —The Cleveland Foundation has an

insured pension plan for certain employees.

Pension expense for 1982 and 1981 was N o te H —The Internal Revenue service has

ruled that the com m unity trust, the charitable corporation and each of their su p ­ porting organizations qualify under Section

Report of Ernst & Whinney In d e p e n d e n t A u d ito r s

The C leveland Foundation D istribution C om m ittee and Trustee B an ks of The C leveland Foundation C leveland, Ohio

We have exam ined the balance sheets, aris­ ing prim arily from cash transactions, of The Cleveland Foundation as of December 31, 1982 and 1981, and the related statem ents of revenue, expenses and changes in fund balances for the years then ended. Our ex­ am inations were m ade in accordance with generally accepted auditing standards and, accordingly, included such tests of the ac­ counting records and such other auditing procedures as we considered necessary in the circum stances.

The accom panying financial statem ents are not intended to present financial position and results of operations in conformity with generally accepted accounting principles on the accrual method; rather, it continues to be the Foundation’s consistent policy to

78

341,988 538,012

1981 $ 339,942 504,123 590,474 483,451 4,308,410 528,262 $6,754,662

465,102 ,424,552 545,707 $6,315,361 is no longer included as a supporting organization of The Cleveland Foundation.

$92,728 and $69,491, respectively. All con­ tributions u nder the plan are funded and vest with employees as m ade.

501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax under present income tax laws.

prepare its financial statem ents prim arily on the acceptable accounting m ethod of cash receipts and disbursem ents by w hich cer­ tain revenue and the related assets are recognized w hen received rather than when earned and certain expenses are recognized w hen paid rath er th an w hen the obligation is incurred.

In our opinion, the financial statem ents referred to above present fairly the financial position, arising prim arily from cash tran s­ actions, of The Cleveland Foundation as of December 31, 1982 and 1981, and the changes in its fund balances for the years then ended, on the basis of accounting described above, which has been applied on a consistent basis.

C leveland, Ohio April 6, 1983

Giving to The Cleveland Foundation

R e c e n tly R e sto r e d O hio T h ea tre: an elegan t je w e l box in P layh ou se Square.

79

The Cleveland Foundation is a flexible resource serving m any donors diverse philanthropic goals. A gift of any am ount established w ith the Foundation enjoys the m ost advantageous tax treatm ent and the greatest degree of recognition, versatility and perm anence a chari­ table institution can offer.

Gifts to the Foundation m ay be m ade in several ways. Donors m ay direct gifts or bequests to specific agencies or institutions or to broad areas of concern.

Many donors, however, provide wholly unrestricted gifts, en tru st­ ing to the Foundation’s Distribution Committee the decisions on how these funds will be utilized over the years. The unrestricted gift pro­ vides im portant flexibility and allows the Distribution Com m ittee to respond more effectively to changing com m unity needs.

A gift to the Foundation m ay be m ade during the donor’s lifetime, or it m ay be established in the donor’s will. It is to be em phasized th at the donor m ay select any nam e for his fund and th a t the fund nam e will accom pany grant paym ents.

There are four basic ways in which donors m ay contribute to The Cleveland Foundation. A separate trust fund m ay be established for a gift of $250,000 or more. Each tru st of this kind is held and m anaged separately by one of the trustee banks.

Combined funds provide a cost-effective way for the Foundation to receive and adm inister gifts of any size. A com bined fund gift re­ tains its separate identity and is an appropriate m eans of m em orial­ izing a deceased friend or family m em ber.

A supporting organization provides a m eans whereby a donor m ay create a separate foundation in affiliation with The Cleveland Foundation, or whereby an already established private foundation m ay affiliate. The supporting organization m aintains both a separate identity and the direct involvement of the donor and other family m em bers while enjoying the public charity status and staff services of The Cleveland Foundation.

Nontrust contributions m ay be m ade to the Foundation in any am ount by individuals, corporations, foundations and other institu­ tions, to be paid out over a relatively limited time frame.

Foundation staff is always available to provide inform ation in response to inquiries about the m any ways of giving to the Founda­ tion and about the donor’s specific philanthropic goals. It is suggested th at any individual desiring to m ake a gift to The Cleveland Founda­ tion confer directly with the Foundation as well as an attorney, finan­ cial advisor, or the tru st departm ent of one of the Foundation’s trustee banks.

D is tr ib u tio n C o m m itte e

S ta ff

Stanley C. Pace C hairm an M. Brock Weir Vice C hairm an Henry J . G oodm an

Homer C. W adsworth Director Steven A. Minter Associate Director Patricia Ja n se n Doyle Robert E. E ckardt Ja m e s B. H ym an S usan N. Lajoie Carol G. Sim onetti R ichard F. Tbmpkins* Program Officers Michael J . Hoffmann A dm inistrative Officer Jo h n G. Joyce Manager, Financial Services Bill R udm an C om m unications Officer G. Brooks Earnest* * C onsultant Bernita N. Brooks M artha A. Burchaski J a n e t M. C arpenter Alicia M. Ciliberto C athy L. C rabtree Jan ice M. C utright E dna M. Deal Darlene M. Downs K athleen Drake-Sm ith J u n e I. Howland Muriel H. Jo n es Gloria J . Kish Adrienne E. K oppenhaver J e a n A. Lang Rose Marie Ley S usan M argaret Maloney Kay M. Meier Lois E. Weber O perations Staff

(appointed A pril 1982)

Robert D. Gries (com pleted term M arch 1982)

Mrs. Bruce Griswold David G. Hill Roy H. Holdt (appointed A pril 1982)

Mrs. Drue King, Jr. Vincent G. M arotta (resigned A u g u st 1982)

Mrs. Vincent G. M arotta (appointed S e p te m b e r 1982)

Thom as W. Mastin (com pleted term M arch 1982)

Harvey G. O ppm ann Richard W. Pogue Thom as V.H. Vail

T ru ste e s C o m m itte e M. Brock Weir Committee C hairm an AmeriThist Com pany A rthur D. H errm ann BancOhio National Bank Wilson M. Brown, Jr. Central National Bank William M. Bennett Euclid National Bank Julien L. McCall National City Bank Gordon E. Heffern Society National Bank Lym an H. Tteadway Union Com m erce Bank

Thom pson, Hine and Flory Legal Counsel *R esig n ed M ay 1982 * *R etired N ovem ber 1982

1982 A n n u al R ep o rt

T h e C le v e la n d F o u n d a tio n

Bill R udm an Editor/W riter Patricia Ja n se n Doyle Director of Publications Epstein and A ssociates Design and Principal Photography J a n e t M. C arpenter C athy L. C rabtree Jan ice M. C utright Editorial Associates Ju d y Fredrichs Adrienne E. K oppenhaver Rose Marie Ley Kay M. Meier Editorial A ssistants

A tru st fo r all tim e su p p o rte d by a n d fo r th e p e o p le of G reater C levelan d 81