Cleveland Foundation – 1987 Annual Report by The Cleveland Foundation

Coverphotograph “In dreams begin responsibilities' In Cleveland, the nation’sfirst citywide Scholarshipin-Escrow program has suddenly made college a real op tion fo r thousands of urban youths.

1 he Cleveland Foundation y ^ exists to enhance the quality I oflife for all citizens of Greater Cleveland. 3 Usingfunds entrusted to its stewardship by people of various means, the Foun dation addresses the community’s needs and opportunities. ■ Since itsfounding in 1914 as the nation’s first community trust, The Cleveland Foundation has been one of the great resources of the Greater Cleve land community. H Whetheryou live, work or visit here, you undoubtedly have been touched by one or more of the many health, human services, cultural or educational institutions and programs supported by The Cleveland Foundation.

GUIDE TO THIS ANNUAL REPORT: Statement of Purpose

The Chairperson’s Message

Adding the Missing Ingredient: Hope The Director’s Message

3 6

Grantmaking Policies and Process

1987 Grantmaking at a Glance Education

9 10

Economic Development

Civic Affairs

Cultural Affairs

Health Social Services

23 26

Special Philanthropic Services

Funds of The Cleveland Foundation

The Distribution Committee

The Program Staff

Financial Report

Other Foundation Activities in 1987

List of Staff, Distribution and Trustees Committees

THE CHAIRPERSON S MESSAGE Recently I had the opportunity to attend a gathering of representa tives of the 25 largest community foundations in the United States. The experience underscored for me the leadership role The Cleve land Foundation enjoys nationally. The role it plays at home is familiar to all of us, but I was grati fied to learn that The Cleveland Foundation is universally looked up to by the other 300 community trusts around the country as the community foundation to emulate in many respects. As the nation’s first, and today the second-largest (with assets of $459 million at the end of 1987), it has taken an un usually active part in its communi ty’s life— from Cleveland’s recovery from default to the rebirth of Play house Square. The year 1987 was an excep tional one for the Foundation, with a record $26.2 million in grant authorizations, including over $3 million toward new Special Initiatives in education and neigh borhood development. The Distri bution Committee recently decided to augment these large-scale Initia tives with a major commitment to the development of the lakefront. (See the essay that follows.) None of this, of course, would be possible if it were not for the generosity of our donors through the years. In this respect, too, 1987 was an exceptional year, with ad ditions to our endowment exceeding

3 Greater Clevelanders are beginning to rediscover thepo tential of the city’s long-neglected waterfront, the focus of a new community effort.

$22 million. Nearly two-thirds of this amount came through a single bequest, but more donors are choosing to make gifts during their lifetimes. I would like especially to acknowledge major additions to two of our seven supporting or

ADDING THE MISSING INGREDIENT: HOPE community that is serious aboutprogress must begin byfacing its

problems squarely, and then stepping up, as a community, to make the commitment required to turn things around. The Cleveland

Foundation is one ofa growing number ofarea organizations assuming an active role in shaping and advancing a new civic agenda. ■ There is

ganizations, The McDonald Fund and The Sherwick Fund.

no shortage of bad news in Cleveland: Unemployment, the high school

The Foundation is growing geographically as well, with the

inadequate housing are discouraging indeed. As they are anywhere in America.

drop-out rate, teen pregnancy and out-ofwedlock births, homelessness and

establishment in 1987 of the Lake-

But such eminent authorities as University ofChicago social economist William

Geauga Fund, which will serve those two east suburban counties. I am

Julius Wilson, author of the highly regarded new book The Truly Disadvan

deeply grateful to John Sherwin Sr., a former chairperson of the

taged, are advancing compelling new theories to explain the continuing deterioration of the inner city. ■ The migration ofjobs out of city neigh

Distribution Committee, and to his son John ( “Jack” ) Sherwin Jr.,

borhoods and the resulting high level of minority unemployment in our ur

who succeeded him last year as

argues Wilson. The growing number of out-ofwedlock births to poor

president of The Sherwick Fund, for their tireless efforts on behalf of this new endeavor.

minority women is in directproportion to the shrinkingpool ofmarriageable

I note with sadness the de

ban areas have had profound repercussions on the inner-cityfamily,

(read employed) minority males— while the closing ofsmall street corner businessesforces local residents to take their shopping (and their money) out of their community and leaves inner-city youths, shorn of opportunities

parture of three highly valued col leagues. Andrea Taylor has left Cleveland to become media officer

for after-schooljobs, with nowhere to turn but street crimefor their spend

for The Ford Foundation in New York. As of July 1988, Sally

ness interests— and responsible citizens with the means to escape— leave

Griswold and Roy Holdt will com plete their service on the Distribu tion Committee. We will miss the

suburbs, inner-city youths are deprived ofpositive role models and the

wise guidance and dedicated per

concentrated numbers, the social institutions that once sustained them

severance of these three members of the Distribution Committee.

crumbling become increasingly vulnerable to shifting economicforces.

Ms. Taylor has been replaced by Adrienne Lash Jones, a profes

ing money.

A downward spiral develops, as other commercial and busi

these neighborhoods. As middle-class and workingfam ilies move out to the

traditional network of advancement. Thepoorfamilies left behind in ever

And the schools are faced with the herculean task of engaging a hopeless generation.

sor at Oberlin College and an en thusiastic community volunteer. John J. Dwyer, vice chairperson of the Distribution Committee, has been appointed to a second fiveyear term. I look forward to another

year of working with the Distri bution Committee and staff to up

The grand staircase

hold the Foundation’s tradition of leadership.

of Cleveland’s renovated Palace Theatre, whose re cent gala reopen ing completed Playhouse Square’s amazing comeback.

Richard W. Pogue

May 9, 1988

grim scenario. But this annual reportpoints to some encouraging jA

developments that are occurring alongside the bad news. Such as the West Side Adolescent Services Network, a collaborative effort of

10 agencies that has managed to cut teenage pregnancies by 24 precent where it has been used. Or the Detroit-Shoreway Community Development Organization, one of a number ofgrassroots organizations that are pro viding city residents with new and rehabilitated housing and renovating old commercial strips. Or MidTown Corridor, Inc., a nonprofit cooperative effort that has already brought hundreds of new businesses— and thou sands ofjobs— back into the central city ■ Last year at this time, The Cleveland Foundation announced its own commitment of as much as $10 million over the next three tofive years, over and above the Foundation’s normal responsive and strategic grantmaking to large-scale initiatives in the areas ofpublic school education and neighborhood revitalization/hous ing within the city of Cleveland. “A time of extraordinary opportunity is at hand,” concluded last year’s essay in this space. “It asksfor bold and decisive action, a willingness to put aside minor differences, to make the

Detroit-Shoreway’s Gordon Square Arcade: A deteri orating building is being reclaimed fo r shops, restau rants, offices and housingfo r senior citizens. 4

C The School-to-Work Transition Pro gram.: an attempt to reinforce the link between edu

necessary investment, and to get on with the task ofshaping Greater Cleve land’sfuture.” ■ The Foundation had already joined with a group of

cation and the world of work.

national and localfunders to create the Cleveland Neighborhood Partner ship Program, and an initial Sl-million pool offunds to help support the operating costs of the city’s mostpromising neighborhood development groups. In addition, some 29 area corporations have invested, under the auspices of Cleveland Tomorrow, a total of $1.2 million in new limited partnerships to provide capitalfor neighborhoodprojects. ■ Another dra matic example of a new willingness on the part of this community’s leadership to put aside minor differences and make the necessary investment in Cleveland’sfuture is seen in the Cleveland Initiative for Education (CIE). Since this ambitious program, unlike any other in the nation, was launched last summer with an initial commitment of S3 mil lion from The Cleveland Foundation (since increased to nearly $4 million), almost three-quarters of the $16 million neededfor this bold and inno vative program has been pledged by area corporations, banks and foundations. Major support has been contributed by BP America, The George Gund Foundation, TRW Inc., Eaton Corporation and the Cleveland c A $100,000 grant

Clearinghouse Association (see Education)— while at least 23 colleges and universities in Ohio and Pennsylvania have pledged anywherefrom

is helping leverage

matching to quadruple scholarship funds. ■ Such programs are, we be

$1.2 million in spe cial state funds to

lieve, key to progress in Cleveland because they directly address core

weatherize 1,500

problems contributing to the maintenance of a permanent underclass.

residences in Cleveland's neigh borhoods.

1 THIS HOME IS 1

being

'INSIII ATPn n\, i

he Cleveland Initiative for Education is a two-pronged effort. Its

THE DIRECTOR’S MESSAGE

School-to-Work Transition program is, quite simply, an attempt

If I had to summarize the work of

to reestablish in the minds of inner-city youth the relationship

The Cleveland Foundation in a single

between education and work— a reason, in short, tofinish school and to take it seriously. CIE’s other component, the Scholarship-in-Escrow pro

phrase, it would be: the care and feeding of good ideas. Ideas are the engines that drive progress. And in

gram, is a bold, systemwide effort to reintroduce hope into a student gen

society, as in industry, new ones

eration whose chances ofever seeing college wereformerly to be candid,

need to be continually tested, nur

minimal. ■ The Cleveland Initiative for Education is a comprehensive

tured, given a chance. Sometimes they come to us

attempt to recreate nothing less than a new “structure of opportunity"for children who do not enjoy the normal avenues to advancement, and to

through the front door, in the form of a proposal. If they look

rekindle in them what William Julius Wilson calls ‘'the expectation of

promising, and if the applicants

achieving a socially rewarding life." ■ Ofcourse many otherpieces need

have done their homework— if they

to beput into place before pre-collegiate education in this community is

have examined the need thought

everything it should be. But these are the kinds of efforts that must be sup ported if Cleveland is to rebuild hopefor its disadvantaged. As the Founda

fully and come up with a credible, well-crafted plan of attack that could be replicated if it proves

tion continues to consider the most critical issuesfacing this community

successful— the Distribution Com

and the roles it mightplay in addressing these issues, the development of

mittee will decide to invest some of the Foundation’s resources in it.

Cleveland's long-neglected lakefront emerges as another project ofscale which can have a substantialphysical and economic impact on the com

Sometimes an idea is promising,

munity. The Distribution Committee of The Cleveland Foundation is pre

but needs a lot of work. So the Foundation’s staff lends its exper

pared to commit as much as $5 million over the nextfive years to the

tise and experience to helping

realization ofthis key civic project. ■ Creatively developed, Cleveland’s

shape a plan for action that will give the idea its best shot. Sometimes an idea arrives

new North Coast Inner Harbor Project could become, not only a major recreational resource, but a powerful magnet drawing tourists— and tourist dollars—from a large geographical area, as well as an impetusfor commercial development (read jobsj. ■ In keeping with its historic mission to improve the quality oflife for a ll the citizens of Greater Cleveland, the Foundation is committed to seeing that the entire community shares in the benefits of this important resource.

with the backing— and expert groundwork— of one or more of our local or national funding part ners. (A recent example is the Deferred Maintenance Program to enable nonprofit human services agencies on tight budgets to make long overdue repairs— an ingenious idea developed by the George Gund Foundation to which The Cleveland Foundation contributed S150.000.) 2 The Cleveland Initiative fo r Education is a A Deferred Main-

comprehensive at-

tenance Program

tempt to create a

worker repairs

new ' 'structure of

water damage that

opportunity ’ 'fo r

would have kept the Phillis Wheatley

inner-city youths,

Association from meeting building codes.

And sometimes ideas emerge from the Foundation’s ongoing dialogue with community leaders and persons here and around the country who are knowledgeable in certain areas. Such a process led to the Foundation’s decision last May to focus a significant share of its staff and funding resources over the next few years on large-scale initiatives in public school educa tion and neighborhood revitaliza tion, and to the announcement, this spring, of a third major initia tive focusing on the development of Cleveland’s lakefront. The Foundation has also developed, in this manner, a set of strategic concerns in its six program areas which it welcomes opportu nities to address. But it is important, too, we feel, that The Cleveland Foundation retain its ability to respond quickly and flexibly to emerging needs and opportunities of the sort that could not have been foreseen— the good ideas that walk in the front door or arrive in the mailbox one Monday morning. You’ll find many examples of these, too, in the pages that follow. And, thanks to the generosity of many Clevelanders who have entrusted a share of their resources to the conscientious stewardship of The Cleveland Foundation, we have the ability— and the flexi bility— to give those ideas a chance. It’s a challenging business, sorting out the most promising ones from the many that come our way. I am blessed, in that undertaking, with a Distribution Committee and a professional staff that can recog nize an idea whose time has come.

Steven A. Minter

May 9, 1988

GRANTMAKING POLICIES AND PROCESS WHO IS ELIGIBLE TO RECEIVE GRANTS? The Cleveland Foundation makes grants primarily to tax-exempt private agencies which the Internal Revenue Service has classified as 501(c)(3) organizations and sometimes to govern mental agencies. No grants are made L

to individuals. ■ The Foundation is

Shepherding the

looking for innovative programs that

process: (from left)

address problems to be solved, or opportunities to be seized, in the Greater Cleveland area. It is not inter ested in funding the operating costs of established programs and agencies except where the donor has so pro vided. ■ A booklet entitled Guide

Rose M arie Ley, Cindy Tausch, Dee Groynom and Bar

and together select a sixth person with a background in philanthropy. All serve without pay, normally for

a five-year term, and for a maximum linesfor Grantseekers, which discusses of 10 years. ■ The members of the all of these points in more detail, as Distribution Committee convene in a well as the components of a good series of meetings four times a year— proposal and the procedure for proposal usually March, June, September and submission (at least three months be December— to award grants. Because fore the meeting at which it is to be The Cleveland Foundation is a considered), is available free of community trust, its grantmaking charge by writing, phoning or stopping is restricted— except where a donor by The Cleveland Foundation, 1400 has directed the Foundation to sup Hanna Building, Cleveland, Ohio port a particular agency in another 44115, 216/861-3810. geographic location— to the Greater Cleveland area.

WHO DECIDES WHICH GRANTS ARE MADE?

The Cleveland Foundation’s grantmaking is governed by an 11-member Distribution Committee (see page 42). Its members, who set policy and allocate fund income and principal, are chosen for their knowledge of the community. Five are appointed by the Trustees Committee, composed of the chief executive officers of the Foundation’s trustee banks (page 49). Five are appointed by public officials*

WHAT IS THE PROCESS? Each proposal submitted (which must include a detailed budget) is assigned by the director to a program officer according to the general subject area

into which it falls. A promising one will undergo a comprehensive review, drawing on the varied experience of the staff and Distribution Committee members and occasionally on out side experts in the field. ■ After meeting with representatives of the organization submitting the proposal, and frequently working with them to refine it, the program officer and the Foundation’s director write a staff evaluation. This is carefully examined by the appropriate Subcommittee of the Distribution Committee prior to the quarterly meeting of the full Committee. The Committee a5 a whole decides, in the light of the Subcom mittee’s recommendation and staff’s comments, whether to fund or decline the proposal. *One member ofthe Distribution Committee is appointed by each of thefollowing: the chiefjudge of the United States District Court, Northern District of Ohio, Eastern Division; the presidingjudge of the Probate Court of Cuyahoga County; the mayor of Cleveland; the president of the Federation for Community Planning; and the chief justice of the Court ofAppealsfor the Eighth Appellate District of Ohio.

bara Anderson of the Foundation’s Grant Services department

THE CLEVELAND FOUNDATION 1987 GRANTMAKING TOTAL GRANTS AUTHORIZED S26,160,821

8 .1 2%

2,124,367

11.82 %

1092,692

ISill ECONOMIC DEVELOPMENT 5.85%

1,528,764

CIVIC AFFAIRS

CULTURAL AFFAIRS

EDUCATION

26.45%

$6,919,863

HEALTH

17.65%

4,617,147

SOCIAL SERVICES

17.21%

$4,502,915

SPECIAL PHILANTHROPIC

12.90 %

S3,375,073

EDUCATION

The Foundation moved on several fronts during 1987 to help strengthen the Cleveland Public Schools. Major grants went to support a special ori entation program for the scores of new teachers recruited to replace those taking early retirement, and to the establishment of the Leadership Academy for the training of the new principals and administrators who will be needed to run an increasingly decentralized school system. Mean while, the Foundation helped pull together, under the aegis of the Greater Cleveland Roundtable, an Ad Hoc Strategy Group of key leaders from the nonprofit, business and education sectors and retained a professional consultant to aid them in developing and strengthening school/community partnerships. ■ The most dramatic result of that collaboration was the launching last summer— with a $3million commitment from The Cleve land Foundation— of a $l6-million Cleveland Initiative for Education. The idea behind it is a simple one: In a school system in which 70 percent of the students receive some form of public assistance, and more than half are from single-parent households, it is up to the schools and the commu nity to provide these disadvantaged youths with the kind of support, hope and vision middle-class students get from their families. ^ The communitywide effort, which has already raised more than $11 million from area banks, funders and corporations

has two components: a Scholarshipin-Escrow program— the first such systemwide program in the nation— to enable city high school and junior high school students to earn money for college or technical training by their performance in core subjects; and a School-to-Work Transition pro gram to provide job readiness training, part-time employment and priority consideration for full-time positions upon graduation. ■ Another focal point of the Foundation’s recent efforts has been its commitment to maintaining or improving access to programs in higher education for all socioeconomic groups. A 1300,000 grant for minority scholarships made

n Scholarship-inEscrow comes to Whitney Young In termediate School: For thefirst time in memory, ’ ’ say teachers, “our kids are talking about college.”

in 1986 to Case Western Reserve University’s School of Medicine in

Cleveland Commission on Higher Education

creased first-year minority enrollment by 50 percent. A subsequent grant

Symposium on partnerships between local colleges and universities and the Cleveland Public Schools 3,750

will underwrite a 42-day summer

Cleveland Board ofEducation

residence program in which some 30 minority college sophomores and juniors will receive intensive instruc tion in key science courses needed for med school and in skills impor tant to performance on the Medical College Admissions Test. ■ Creative linkages between institutions of higher education and Cleveland’s primary and secondary schools were also en couraged with grants. These include the highly successful Law and Public Service (LPS) Magnet School, which uses a curriculum specially devel oped by Cleveland State University’s Marshall School of Law that focuses on law, responsibility and learning through “ shadowing” professionals: 61 percent of LPS’s 1987 graduating class has gone on to college, com pared with 30 percent districtwide.

Cleveland Public Schools’ Leadership Academy Program (over 18 months) 187,000 Cleveland Public Schools’ Parent/Teacher Impact Project for developmentally handicapped students 8,946 Recruitment, orientation and training of new teachers for the Cleveland Public Schools 45,000

Matching Fellowship Fund for Greater Cleveland students and teachers (over three years) 45,000

Cleveland Development Foundation

Cuyahoga Community College

New Cleveland Campaign’s program to market the strengths of the Cleveland Public Schools 160,000

Cleveland Alternative Education Program 61,842 Cleveland Conference on Urban Education 2,500 Second Annual Research Symposium on Urban Education Leadership and Reform 4,570

The Cleveland Foundation (Inc.) Consultant for the Greater Cleveland Roundtable’s Ad Hoc Strategy Group on Education 40,000 Evaluation of the Cleveland Public Schools’ Leadership Academy Program 5,000 Greater Cleveland Roundtable’s Scholarshipin-Escrow program for the Cleveland Public Schools (over five years) 3,000,000 Revision and distribution of audiovisual program on the Cleveland Public Schools 5,000 Scholar-in-Residence Program at Cleveland State University’s Cleveland-Marshall College of Law and Case Western Reserve University’s School of Law 20,000

Cleveland Opera

EDUCATION GRANTS

Collaborative project with Cleveland Public Schools’ Fundamental Education Center 4,850

John Carroll University

Cleveland Scholarship Programs, Inc.

Competency model for preservice and inservice training of teachers (over 18 months) $25,000 Symposium celebrating the bicentennial of the United States Constitution 4,000

Early Awareness Project to advise students of college options Retrospective study of graduates

Case Western Reserve University

Cleveland State University

New Issues in Industrial Economics workshop 5,000 Phase II of the Department of History’s Encyclopedia of Cleveland History project (over two years) 32,225 Summer pre-medical education program for minority students at the School of Medicine 28,000 University/Secondary School Collaborative in Constitutional History in the Department of History (second year) 6,000

Chinese Association of Greater Cleveland Charitable Trust Expansion of the Cleveland Chinese School program (over two years)

16,790 15,000

Cleveland School Budget Coalition Operating support (fifth year)

30,000

College of Education’s project to revitalize guidance counseling services (over three years) 58,000 Curriculum development project for the Law and Public Service Magnet School by the Colleges of Law and Urban Affairs 24,917 EQUALS Inservice Training Center in the College of Education (third year) 11,000

Schoolfo r Prin ci 34,000

pals: Cleveland Public Schools ’

Cleveland Centerfor Economic Education

Leadership Academy

Understanding the Importance of Entrepreneurship to our Economy project (over three years) 32,000

of new administra

Cleveland College ofJewish Studies

Institute for Educational Leadership, Inc.’s Education Policy Fellowship Program (over two years) 202,369 International law-related curriculum by the College of Law for use in the Cleveland Public Schools 49,776 Pre-admission refresher course for the Executive MBA Program in the College of Business Administration 6,700

is training scores

Close-Up Foundation, Arlington, Virginia

The dePaul School ofNortheast Ohio, Inc. Purchase and renovation of a school building (over three years) 100,000

Euclid Public Schools Recruitment coordinator for the PALS demonstration laboratory at Euclid High School 28,750

Federationfor Community Planning Community attitude survey on the Cleveland Public Schools

5,000

Findlay Area Arts Council, Findlay, Ohio Workshop on Perceptual Skills in Drawing*

7,900

Garden Valley Neighborhood House, Inc. Property maintenance and home repair training program 12,000

Greater Cleveland Roundtable Study of race relations at Cleveland State University

40,000

Harvard Community Services Center Tutorial program (third year)

34,968

Interchurch Council of Greater Cleveland Completion of Project: LEARN's adult basic education curriculum program (over two years) 76,283 Tutoring network for the Cleveland Public Schools’ Glenville-Lincoln West Cluster 31,500

Kent State University Foundation, Kent, Ohio Operating support for the Center for School Personnel Relations Services to the Greater Cleveland Roundtable’s Ad Hoc Strategy Group on Education by the Center for School Personnel Relations

tors and updating the skills of others.

Aaron Garber Library’s retrospective acquisition project (over two years) 124,490

25,000

9,000

Connecticut College, New London, Connecticut

203

Denison University, Granville, Ohio

3,000

Educational Television Association ofMetropolitan Cleveland, WVIZ-TV

140

Fairview Educational Foundation

250

Fenn Educational Fund

253

Gilmour Academy

1,470

Hathaway Brown School

5,000

Women in Consti

Hawken School

975

The H ill School, Pottstown, Pennsylvania

140

tutional History w ill be the theme of an intensive seminar at CWRU bringing together college

Lake Erie College, Painesville, Ohio

faculty and their

General support Program development Harriet B. Storrs lectures Strategic planning, marketing and program development activities (over two years)

secondary school colleagues.

(Following recipients and programs desig 25,000 nated by donor and for general support 5,000 unless otherwise noted) 10,000 A Better Chance, Inc. $500

Ashland College, 185,658 Ashland, Ohio Baldwin-Wallace College Lakeland Community College, Mentor, Ohio University of California, Math/science summer institute Berkeley, California and internships

Social studies curriculum on the United States Constitution and the Northwest Ordinance for use by the Cleveland Public Schools

62,737

33,750

State Education Policy Seminars, Columbus, Ohio

Employment and training program

Vocational Information Program Staff and program support (over two years)

30,000

TOTAL EDUCATION GRANTS— UNDESIGNATED $5,281,455 12

Lake Erie College, Painesville, Ohio

6,776

Laurel School Playground

2,000

Book awards to children

236

Case Western Reserve University 9,351 Ohio Wesleyan University, Adelbert College 6,370 Delaware, Ohio

7,656

University of the Pacific, Stockton, California

203

The Piney Woods Country Life School, Piney Woods, Mississippi 9,110 Princeton University, Princeton, NewJersey

140

Principia College; Elsah, Illinois

250

Saint Georges School, Newport, Rhode Island

100

i,ooo Saint Mary Seminary The Cleveland Education Fund 500 Sisters ofNotre Dame

l ,923

Wallingsford, Connecticut

Cleveland Lutheran High School Association Cleveland State University Columbus Academy, Columbus, Ohio

82,300

Kenyon College, Gambier, Ohio 9,351

250

Conference on the Governor’s Education Reform Initiative for Ohio 2,500 Department of Finance

The Urban League of Greater Cleveland

10,000

Shula Chair in Philosophy

Franklin Thomas Backus Law School 6,395 Case Fund 250 Merrick House Field Biological Station at Squire Valleevue The Natural Helpers Project: Reducing Farm in the Department of Biology26,625 Absenteeism and Increasing Success Graduate School 149,105 (over two years) 32,000 Peter Musselman Endowment Fund 250 Notre Dame College of Ohio Reference books for the Library of Outreach, access and retention for Hispanic Western Reserve College 154 women (over two years) 76,096 School of Medicine 750 Social research at the School of Applied Ohio Foundation ofIndependent Social Sciences 1,401 Colleges, Inc., Columbus, Ohio Challenge Incentive Fund Choate-Rosemary Hall, (over three years) 100,000 Improvement of Hicks Montessori School

Hiram College, Hiram, Ohio

John Carroll University

23,000

Ohio Montessori Training Institute

15,003

The Masters School, Dobbs Ferry, New York 100 203 153 Daniel E. Morgan School

7,025

League of Women Voters of Cleveland Educational Fund, Inc.

5,865

Hillsdale College, Hillsdale, Michigan

Julie Billiart School

2,323 152 300

250

Smith College, Northampton, Massachusetts 90,263 United Negro College Fund, Inc. 9,110 University School

390

250 100 Ursuline College Williams College, Williamstown Massachusetts 700

TOTAL EDUCATION GRANTSDESIGNATED $449,976 TOTAL EDUCATION GRANTS DESIGNATED AND UNDESIGNATED $5,731431 —

SCHOLARSHIP GRAMS

John Carroll University James J. Doyle Scholarship

Baldwin-Wallace College Scholarship support

Case Western Reserve University

115,800

ulum fo r use in

The Aloy Memorial Scholarship Fund for women 1,311 For a student of Flora Stone Mather College in foreign study 2,457 Harriet Fairfield Coit and William Henry Coit Scholarships at Flora Stone Mather College 1,578 William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships 14,497 Oglebay Fellow Program in the School of Medicine 79,880 Scholarships in aerospace or computers 64 Scholarships in Franklin Thomas Backus Law School 9,238 The Hazel Myers Spreng Scholarship 4,692

area high schools.

Inez and Harry Clement Award

Berea Area Montessori Association Scholarship support

1,450

John Carroll University Scholarship support

15,500

Case Western Reserve University Scholarship support

15,100

Harriet B. Storrs Fund scholarships for students not attending Lake Erie or Garfield colleges 12,575 Scholarships for students from the Cleveland area attending Berea College, Kentucky 20,000 Scholarships for students from the Cleveland area attending Huron Road Hospital’s School of Nursing 20,000

Cleveland Montessori Association Scholarship support at Ruffing Montessori School (West) 1,450

Cleveland State University Scholarship support

33,100

Dyke College Scholarship support

5,800

Lake Erie College, Painesville, Ohio Scholarship support

Cleveland’s suc cessful Law and

The Cleveland Foundation (Inc.)

10,000

Fairmount Montessori Association Scholarship support at Ruffing Montessori School (East) 1,450

The Mary Frier Montessori Special Education School Scholarship support

1,450

The Hudson Montessori Association, Hudson, Ohio Scholarship support

1,450

Westshore Montessori Association Scholarship support

1,450

TOTAL SCHOLARSHIP GRANTS UNDESIGNATED $156,575 —

1,779

Public Service Magnet School has inspired the de velopment of a law-related curric

Cleveland Public Schools annual superintendent’s award

For medical students from Lake and Geauga counties 1,200

The Cleveland Institute ofArt Caroline E. Coit Fund Scholarships Isaac C. Goff Fund Scholarships

1,715 1,800

The Cleveland Music SchoolSettlement The Nellie E. Hinds Memorial Scholarships

4,000

Cleveland Scholarship Programs, Inc. General support

500

Harry Coulby Scholarship For Pickands Mather employees' children

Sherman Johnson Memorial Scholarship

40,000

16,500

Virginia Jones Memorial Scholarship For furthering the college education of a female graduate of Shaw High School 3,000

TheJon Lewis Memorial Award For a Cleveland Heights High School graduate to pursue further studies

3,000

MacMurray College, Jacksonville, Illinois The George D. and Edith W. Featherstone Memorial Fund Scholarships 2,906

North Central College, Naperville, Illinois

Dartmouth College, Hanover, New Hampshire

The Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. Spreng 4,692

The John Marshall Raible and David Gardner Raible Scholarship Fund 18,387

Ohio Wesleyan University Delaware, Ohio

Hawken School

The Hazel Myers Spreng Scholarship

The John Marshall Raible and David Gardner Raible Scholarship Fund 3,897

Purdue University, Lafayette, Indiana

Hillsdale College, Hillsdale, Michigan The John C. McLean Scholarships to deserving students

15,003

4,692

The John C. McLean Scholarships in engineering 37,502

The Miriam Kerruish Stage Scholarship For Shaker Heights High School graduates

8,000

Ada Gates Stevens Scholarship nated by donor)

For graduates of the public high school of Elyria, Ohio 3,000

Ashland College, Ashland, Ohio The Hazel Myers Spreng Scholarship $4,692

University School

Avon Lake United Church of Christ, Avon Lake, Ohio

The John Marshall Raible and David Gardner Raible Scholarship Fund 800

Scholarships for Christian work

Ursuline College

2,906

Lillian Herron Doyle Scholarship

Baldwin-Wallace College The Hazel Myers Spreng Scholarship

4,692

Capital University, Columbus, Ohio The Frederick R. and Bertha Sprecht Mautz Scholarship Fund

5,181

c At the Cleveland Chinese School, Chinese-Americans

TOTAL SCHOLARSHIP GRANTSDESIGNATED $305,341 TOTAL SCHOLARSHIP GRANTSDESIGNATED AND UNDESIGNATED $461,916

study about America and prac tice English; on Saturdays, their children learn about their heritage.

1,780

SPECIAL PURPOSE FUNDS The Cleveland Foundation administers two special purpose funds in the general area of education. The Fenn Educational Fund (FEF) is designed to promote and assist in the develop ment of cooperative education and work-study programs at institutions

FENN EDUCATIONAL FUND (FEF)

John Carroll University

Baldwin-Wallace College

Enhancement of the international business curriculum in the School of Business (over two years) 27,150

Co-op scholarships Special honorary scholarships

$10,200 4,800

John Carroll University Special honorary scholarships

5,000

Case Alumni Association Special honorary scholarships

15,000

of higher learning in the Greater

Charles J. Stilwell Scholarship at Case Institute of Technology

Cleveland area. Established in 1971,

Case Western Reserve University

5,000

Cedarville College, Cedarville, Ohio Ethics in the Business Environment project in the Department of Business Administration (over two years) 33,750

University of Cincinnati, Cincinnati, Ohio Establishment of a graduate center for research and education in the management of advanced technology and innovation (over two years) 55,042

funding priorities for 1987-88,

Expanding Experiential Opportunities in Small Businesses in Northern Ohio program 27,830

projects that: assist students in evalu

The Cleveland Foundation (Inc.)

Special monitoring of PBME-funded projects

ating their career aspirations and

1988 operating budget of the Fenn Educational Fund

Dyke College

FEF last year identified, as three

learning about employers’ require ments; expand outreach to women, minorities and adult learners and remove barriers to their participation in co-op programs; and market co-op programs to employers. ■ In light of recent studies showing that small businesses now account for most new jobs, a program at Case Western Reserve University is seeking to ex pand experiential opportunities for co-op students in small businesses. And, through Cleveland State Univer sity’s CDC/LDC Internship program, six students from the College of Urban Affairs are involved in co-op work experiences with community and local development corporations— organizations active in the rapidly growing field of neighborhood revi talization. E The Foundation’s other special purpose fund in education, the Statewide Program for Business and Management Education (PBME), was established in 1982 with the support of the L. Dale Dorney Fund to strengthen business and manage ment education at four-year institu tions of higher learning in Ohio. ■ The projects funded last year include creative efforts to address such important issues as the man agement of new and emerging tech nologies, communications and the increasingly international character of today’s business.

20,000

Cleveland State University

The Cleveland Foundation (Inc.) 8,700

Writing-Across-the-Curriculum project in the Division of Business Administration (over two years) 22,840

R. Earl Burrows Memorial Scholarships 2,000 Malone College, Canton, Ohio Co-op scholarships 10,000 Integration of the microcomputer into Career Services Center’s LINK program the business program in the Department to increase minority student participation of Administrative Sciences in business and engineering co-op (over two years) 18,000 programs 28,000 Miami University, Oxford, Ohio Internships in community development Improvement of management information corporations for students in the College of Urban Affairs 18,312 systems instruction at Ohio business schools in the School of Business Administration Special honorary scholarships 18,400 (over two years) 63,208

Dyke College Co-op scholarships

12,630

Lake Erie College, Painesville, Ohio Career Development Program

15,900

Notre Dame College of Ohio Co-op program Co-op scholarships

8,000 10,000

TOTAL FEF GRANTS

$211,072

STATEWIDE PROGRAM FOR BUSINESS AND MANAGEMENT EDUCATION (PBME) Ashland College, Ashland, Ohio Internationalization of business and management education in the School of Business Administration, Economics and Radio/TV (over two years) $20,300

Muskingum College, New Concord, Ohio International business education project in the Department of Economics, Accounting and Business (over two years) 42,278

Ohio Northern University, Ada, Ohio Student internship program in the College of Business (over two years) 23,400

Ohio State University, Columbus, Ohio Business Development, Trade and State Policy program in the College of Business (over two years) 73,791

The University of Toledo, Toledo, Ohio Faculty and curriculum development in manufacturing management in the College of Business Administration (over two years) 48,890

Xavier University Cincinnati, Ohio Strengthening of entrepreneurship education in the College of Business Administration (over two years) 78,095

z Ohio State Univer sity is using PBME funds to develop new curriculum materials on busi ness/government relations and in ternational trade policy.

TOTAL PBME GRANTS $515,444 TOTAL SPECIAL PURPOSE FUNDS GRANTS $726,516 TOTAL EDUCATION GRANTS— EDUCATION PROGRAMS, SCHOLARSHIPS AND SPECIAL PURPOSE FUNDS COMBINED $6,919,863 *Grant recommended by’ Findlay Distribution Committee of the L. Dale Dorney Fund

ECONOMIC DEVEIOPMENT America’s urban ruins, the older downtown business districts once the symbol of the obsolescence to which so many northern manufac turing centers had succumbed, are being seen these days as an asset to be exploited. Cleveland’s longneglected Warehouse District and adjacent area along the river known as the Flats are becoming a new hub for downtown residential develop ment and nightlife. ■ Indeed, in 1987Progressive Architecture selected the Flats Oxbow long-range develop ment plan funded in part by The Cleveland Foundation as one of the top two urban design plans— from a field of 805 such efforts. A three-year grant is currently helping to under write the implementation of develop ment priorities set forth in that plan, while similar support is helping pre serve the historic character of Cleve land’s Warehouse District as develop ment moves forward. ■ Though the Foundation’s status as a public charity precludes its direct participation in the rebuilding of local business, it can play an important role in foster ing a supportive environment for economic development. One way it can do this is through funding the kinds of planning, testing and pre development activities that lay the groundwork for major community projects with potentially massive economic impact— such as the Inner Harbor, a new stadium in the Central Market area and the Rock and Roll Hall of Fame and Museum. ■ The Cleveland Foundation has concen trated an increasing share of its eco

nomic development dollars in the central corridor stretching from Play house Square to University Circle,

n In Cleveland’s historic Warehouse District, past and

making grants, loans and programrelated investments in support of projects that are bringing new busi

future come together as the rich urban architecture of

nesses and jobs back into the central city. ■ A series of grants totaling nearly II million enabled a collab

another era is adapted to new uses.

orative effort called MidTown Corridor (MTC) to purchase from the City 20 acres of cleared land at East 65th and Carnegie for a City-sponsored MidTown Commerce Park. MTC has con tracted with a developer to bring new business enterprises to the site; as land is sold, proceeds will go into a revolving landbank fund for con-

tinued redevelopment of the corridor. The City has agreed to use the money from its sale similarly. ■: The Foun dation has also looked for opportuni ties to promote the development of

2 Thanks to one of the Foundation’s

growth industries relying on new

trustee banks,

technologies that serve abroad market

CSU’s College of

and bring investment income and

Urban Affairs gets

new jobs to the region. One such

a new home, link

effort, nurtured with Foundation funding since 1983, is the Cleveland Advanced Manufacturing Project

ing the urban cam pus with Playhouse Square.

(CAMP). Created by Cleveland Tomor row, a group of business leaders, to oversee research and education in advanced manufacturing technologies at three college-based programs here, CAMP has succeeded in attracting more than $12 million from state and federal sources and nearly $10 million in private sector contribu

Flats Oxbow Association, Inc. Implementation of development priorities (over three years) 75,000

Greater Cleveland Domed Stadium Corporation, Inc. Operating support (third year)

tions to support five additional research centers linked to the

Greater Cleveland Roundtable

area’s business community.

Industrial States Policy Center

Labor-Management Conference Operating support for the Westside Industrial Retention and Expansion Network (over two years)

ECONOMIC DEVELOPMENT GRANTS Female Business Enterprise Program $30,000

Cleveland Development Foundation 5,000

Cleveland Historic Warehouse District Development Corporation Operating support (second grant, over 15 months)

25,000

24,000

Kent State University Foundation, Kent, Ohio

City of Cleveland

Consultant for an audit of air service in Cleveland

125,000

Operating support for the Northeast Ohio Employee Ownership Center 50,000

MidTown Corridor, Inc. Land-banking program and acquisition of properties for industrial development and commercial park in the mid-town corridor (over two years) 850,000

44,000

Economic and community development program

28,264

Work in Northeast Ohio Council Planning and special labor-related activities (over two years)

52,000

TOTAL ECONOMIC DEVELOPMENT GRANTS— UNDESIGNATED $1,528,264 (Following recipient and program designated by donor)

Cleveland Centerfor Economic Education S500

TOTAL ECONOMIC DEVELOPMENT GRANTS— DESIGNATED $500 TOTAL ECONOMIC DEVELOPMENT GRANTS—DESIGNATED AND UNDESIGNATED $1,528,764 PROGRAM-RELATED INVESTMENT

Cleveland State University Planning study of block bounded by East 17th and 18th streets and Chester and Euclid avenues 20,000

The Cleveland Foundation (Inc.) Design and construction of a pedestrian walkway to connect parking garage and Playhouse Square theaters 5300,000 Design and construction of an urban courtyard in Playhouse Square 400,000

The Cleveland Tomorrow Project, Inc. Operating support for The Cleveland Advanced Manufacturing Program (third and fourth years) 50,000

TOTAL PROGRAM-RELATED INVESTMENT $700,000

Doan Center Incorporated Planning activities for physical development in Euclid Avenue corridor (over two years) 150,000 E CAMP’s new BioTech Center is fostering the development of new marketable technologies such as bio-compatible coatingsfo r surgi

Woodland East Community Organization

cal implants.

CIVIC AFFAIRS

The Foundation’s Special Initiative in Housing and Neighborhoods an nounced at its 1987 Annual Meeting grew out of more than a quartercentury of commitment and work to strengthen the quality of life in Cleve land’s neighborhoods. ■ Through a major grant to the newly formed Cleveland Neighborhood Partnership Program, The Cleveland Foundation and other funders are freeing several of the city’s more accomplished neighborhood development groups from the continual worry of raising core operating costs so that they can concentrate their efforts and hardwon skills on projects of scale. The result will be more than 300 units of new or renovated housing and sev eral revitalized commercial strips, mobilizing as much as $12 million in new investment in these neighbor hoods. ■ A 1100,000 grant to the Cleveland Housing Network, another umbrella project nurtured since 1982 by the Foundation, is supporting an effort to weatherize 1,500 homes in 20 low-income neighborhoods. Through a landmark arrangement negotiated by the Foundation and BP America, these projects will qualify for SI.2 million in special state funds. ■ The vitality of downtown Cleve land is another priority concern of the Foundation, which continued, in 1987, to support the critical work of the North Coast Development Corpo ration in moving the city’s exciting

new Inner Harbor project closer to

realization, as bulldozers scooped out the 7.5-acre basin that will soon be graced with a public park and walk way. Eventual plans include an aquarium, a maritime center with several permanently anchored ves

Black and white

sels, a Great Lakes museum, festival retail complex, hotel and office space.

borhood commer

residents of Collinwood 's “Five Points ’ ’ area are working together to clean up and revitalize a neigh cial hub.

■ Meanwhile, Civic Vision 2000, a citywide plan for the future develop ment of both the city’s downtown and neighborhoods, was taken out into the community. The three-year effort, supported by more than SI.3

CIVIC AFFAIRS GRANTS

The Cleveland Foundation (Inc.)

AIR, Inc., Cincinnati, Ohio

City Club Forum’s anniversary presentation on "The Power of Ideas” 2,500

Study of citizen involvement in the City of Cleveland’s Civic Vision plan (over two years)

Construction-related expenses for Phase I of Lexington Village

50,000

$4,653 French Study Commission’s visit to 5,000 £ Block Watch ofHancock County, Inc., Cleveland Professional services and planning for Heights Community Findlay, Ohio Congress workers

Crime Stoppers Program*

give neighborhood

Buckeye Evaluation and Technical Institute

residents an op portunity to voice their concerns

million in philanthropic and corpo

about community

rate grants, will result in a blueprint

needs.

for the city’s ongoing revitalization. Strengthening the public service, a longtime concern of the Founda tion’s, was the impetus last year be hind a pair of grants made to the City of Cleveland for improving the police department. Following up on a Foundation-funded study of police operations, support has been given for the development of a comprehen sive planning and analysis unit to design new patrol strategies and explore the further use of civilian employees in some department func tions. A second grant is funding a training program for all of the nearly

11,520

Resident participation project for a housing prototype in the community (over two years) 34,042

City Club Forum Foundation, Inc. Forums on public education (over three years)

9,000

115,000

150,000

Cleveland Housing Network, Inc. Citywide home weatherization program 100,000 Program development and construction management 31,900

Cleveland Neighborhood Development Corporation

Clark-Metro Development Corporation Start-up support for a neighborhood commercial development plan (over two years)

Phase II of Lexington Village Rehabilitation of Hodge School for commercial purposes by the St. Clair-Superior Coalition

Operating support and development of a neighborhood fair (over two years) 60,000

37,826

City of Cleveland City Planning Commission’s analysis of the Dual Hub Corridor transportation project 35,000 Continuation of the Civic Vision plan 90,000 Creation of an operations planning unit in the Police Department (over two years) 107,870 Human relations training for City workers by the Community Relations Board (over two years) 12,500 Training program for supervisors in the Police Department 8,196

Cleveland Neighborhood Foundation Cleveland Neighborhood Safety Coalition’s crime prevention program (over 18 months) 101,625

Cleveland Restoration Society Professional staff support (over three years)

52,070

Collinwood Community Services Center Collaborative program with Stockyard Area Development Association to improve human relations in both communities 11,750 Development activities by the Collinwood Area Development Corporation for the Five Points area 24,944

Community Information/Volunteer Action Center (CIVAC)

300 command personnel to sharpen skills in supervision, time and stress

Development of countywide baseline data on volunteers

management and interpersonal rela tions. The Foundation also sup ported the Greater Cleveland Round table’s convening of more than 60

5,000

Cudell Improvement, Inc. Midwest Housing Partnership development specialist for housing and commercial revitalization project (over two years) 30,000

Cuyahoga County Common Pleas Court

community groups concerned with improving ethnic and race relations in Cleveland. The effort has resulted in a comprehensive plan for dealing with this important community issue.

Training for Juvenile Court managers 14,775

Cuyahoga County Regional Planning Commission Brookpark Road revitalization program

23,500

The Cuyahoga Plan of Ohio, Inc.

Students of Central Intermediate School pitch in to land scape a mini-park adjacent to the school as p art of the CLEAN-LAND Commons

Program.

Crisis intervention and prevention training 26,500 Fair housing program of the Metropolitan Strategy Group 15,000 Study of new home buyers and school enrollment ' 3 715 0

(Following recipients and programs desig nated by donor andfor general support unless otherwise noted)

Rapid Recovery, Inc. dba CLEAN-LAND, OHIO

S250

City Club Forum Foundation, Inc. Freedlander Lectures

2,000

Cleveland Council on World Affairs

250

Cleveland Development Foundation New Cleveland Campaign

500

The Cleveland Foundation (Inc.) Lexington Village Phase II

250

The Women’s City Club of Cleveland Educational Lectures

Governmental Research Institute

Living in Cleveland Center

Study of the impact of federal fund reductions on local government services (over 18 months) 100,000

Operating support and plans for future activities 24,361

Greater Cleveland Roundtable Human relations program

35,000

Heights Community Congress

Lutheran Housing Corporation Deferred Maintenance Program for human service organizations (over 18 months)

150,000 Phase II of Lexington Village with Famicos Foundation

Ohio CDC Association, Columbus, Ohio

The Heights Fund, Inc.

Operating support for statewide association of local community development corporations 12,000

Hispanic Community Forum Annual forum, community activities and leadership development (over two years) 75,000

Housing Opportunities, Inc., McKeesport, Pennsylvania Revolving loan fund with the Cleveland Home Ownership Protective Effort (HOPE) program to prevent foreclosures 75,000

Rapid Recovery, Inc., dba CLEAN-LAND, OHIO

TOTAL PROGRAM-RELATED INVESTMENT $750,000 *Grant recommended by Findlay Distribution Committee of the L. Dale Dorney Fund

16,500

Task Force on Violent Crime Charitable Fund Operating support (over two years)

Operating support (over three years) 32,000

Organizational development planning 5,000

League of Women Voters of Cleveland Educational Fund, Inc.

Tremont West Development Corporation

15,550

$750,000

Stockyard Area Development Association Community-based human relations program

Cleveland Police Department super visory personnel sharpen their skills in such areas as listening motivat ing subordinates, and stress man agement.

Creation of vest-pocket parks in core city neighborhoods (over two years) 43,510

Leadership Lake County, Inc., Mentor, Ohio

Voter registration materials for minority voters

TOTAL CIVIC AFFAIRS GRANTSDESIGNATED S3,715 TOTAL CIVIC AFFAIRS GRANTSDESIGNATED AND UNDESIGNATED $2,124,367 PROGRAM-RELATED INVESTMENT

Ten-neighborhood community organization program (over three years) 65,000 Program to encourage pro-integrative moves in Cleveland Heights and University Heights (over two years) 75,000

465

56,500

Town Hall of Cleveland

Feasibility study on cooperative tenant ownership of Pelton Apartments 4,802 Improvement of housing conditions and related public education efforts (over two years) 23,108

Trustfor Public Land, San Francisco, California Staff for Governor's Cleveland Waterfront Coordinating Task Force 5,000

University Circle Incorporated Master plan update and related development activities (over two years) 100,000

TOTAL CIVIC AFFAIRS GRANTS— UNDESIGNATED $2,120,652

CULTURAL AFFAIRS

Art came to the marketplace last year with an exciting new development. When the owners of a new glasscovered downtown shopping mall, the Galleria, offered the Cleveland Center for Contemporary Art 4,500 square feet of rent-free space, the Foundation agreed to assist with the cost of turning the space into a gal lery. ■ The Center, founded in 1968 as the New Gallery of Contemporary Art and based in University Circle, had previously served a loyal, but relatively small clientele knowledge able about recent art— mostly collec tors, artists and art students. Now it faced a new challenge as, between October and April, more than 90,000 visitors wandered through its down town exhibition space, many of them casual shoppers encountering con temporary art for the first time in a gallery setting. ■ The Center’s new educational director (brought on board last summer with another Cleveland Foundation grant) quickly organized a docent program using volunteer art educators to lead the curious visitors through the strange new world of contemporary art. Last fall brought an Andy Warhol retrospective; this winter, a one-man show by John Pearson, an artist based in nearby Oberlin whose work is turning up these days in national and European collections. The show’s catalogue featured a major piece on Pearson by Art in America’s David Kuspit. ■ Building a wider audience for the arts is the goal of 21 visual and per forming arts organizations brought

together by the Foundation in 1984. A professional marketing survey of 100,000 households within a one to two-and-a-half hour drive of Cleve land yielded highly promising results, indicating a strong basis on which to build a new, extended audience for Cleveland’s cultural offerings; and a media weekend that brought out-oftown editors and arts writers resulted in favorable regional and national coverage. The Public Relations Society of America pronounced the whole effort the nation’s best new market ing communications program for a

n A new gallery and docentprogram in a downtown Cleve land m all are edu cating lunch-hour browsers about the imagery and lan guage of contem porary art.

nonprofit organization. ■ Spurred by the findings of this and an earlier market study of the Greater Cleve

Cleveland Center for Contemporary Art

land Museum of Art director Evan Hopkins Turner, opened an office

Capital and operating support for exhibit space in the Galleria, a downtown shopping center 30,000 Catalogue of paintings and drawings by John Pearson for exhibition at the Galleria 5,000 Curator/educator and related expenses (over two years) 58,820

and hired full-time professional staff

Cleveland Children s Museum

land area, the 21 groups have formed an arts consortium chaired by Cleve

to explore and coordinate further opportunities for collaboration. All of these activities have been stimulated by the Foundation in the belief that the long-term stability of Cleveland’s major cultural assets depends in large part on the ability of these organiza tions to cultivate a broader base of users and patrons. ■ Significant staff time, as well as funding, was also committed during 1987 to the nurturing of several of Cleveland’s smaller or more fragile institutions and promising young talent on which the future also depends, such as the vivacious Tom Evert Dance Company, founded last year by a former prin cipal dancer with the Paul Taylor Company.

CULTURAL AFFAIRS GRANTS

Educational program for teachers involving experiential discovery learning 20,000 “ Water, Water Everywhere” exhibit 25,000

Cleveland City Dance (formerly New Dance Ensemble) Inaugural season as a professional company

2,000

Local performance and educational activities by nationally recognized minority artists S15,000

than 35,000 adults and children enjoy cultural offerings such as the Con temporary Dance Ensemble of Cin cinnati at Lake

Expansion of the coordinated arts marketing program by the New Cleveland Campaign 14,150 Performance of musical drama Martin as part of Martin Luther King, Jr. birthday observance at Cuyahoga Community College 5,000

wood’s Beck Center

The Cleveland Foundation (Inc.) Creation of a staffed operation for Cleveland Consortium for Access to the Arts (over three years) 150,000 Market research study of the black audience for the arts in Greater Cleveland 39,600 Community performance of Handel’s Messiah 1,000 Planning assistance for Cleveland Center for Contemporary Art 10,000

City of Cleveland Heights Experimental productions by the Great Lakes Theater Festival in Cain Park 15,000 Distinguished Professor of Composition (over two years) 100,000

The Cleveland Museum ofArt

Brochure on visual art exhibits held in Kenneth C. Beck Center University Circle as part of Michelsonfor the Cultural Arts Morley Celebration 10,000 Marketing director and operations manager Photographic exhibit on Cleveland’s (over three years) 100,000 architecture by Cervin Robinson 26,200

The Broadway School ofMusic and the Arts Administrative assistant (over two years)

Every year more

Cleveland Development Foundation

The Cleveland Institute ofMusic

Accord Associates, Inc.

fo r the Performing Arts.

The Cleveland Music School Settlement Performance celebrating its 75th anniversary

20,000

Cleveland Opera Underwriting for West Side Story and world premiere of a new opera by Stewart Copeland (over two years) 300,000

The Cleveland Play House Guest directors and designers for the 1987-88 season 63,920 World premiere of The Arabian Knight 20,000

The Cleveland Public Theatre, Inc. Playwrights Development Project

5,000

Cleveland State University Commissioning of musical works by four Cleveland composers and associated rehearsal costs (over two years) 39,600 World premiere of The Legend produced by the Cleveland Chamber Symphony 10,000

Cuyahoga Community College Special marketing for the free noontime series in the Ohio Theatre 9,066

Cuyahoga County Common Pleas Court Educational programs for the 75th anniversary celebration of the Cuyahoga County Court House 26,000

DANCECLEVELAND Expanded program for the 1987-88 season

40,000

Duffy Liturgical Dance Ensemble Dance performances by five Cleveland-based black dance companies 5,000

18,000

Case Western Reserve University

The Tom Evert Dance Company

Creation of an Arts Management Program at the Weatherhead School of Management (over 18 months) 60,000

Administrative and artistic personnel 12,000

Cleveland Ballet

Broadway legend

Staff to create a national presence and a local marketing initiative 100,000

George Abbott mounts two of his

Fairmount Theatre of the Deaf Expansion of management team

60,000

Findlay College, Findlay, Ohio Riverside Park summer concert series (over two years)* 4,000

legendary classics and celebrates his 100th birthday at Great Lakes Theater Festival.

Footpath Dance Company

Robert Page Singers and Orchestra

Performances in the Bolton and Ohio theatres 25,000

Marketing efforts (over two years)

Great Lakes Theater Festival George Abbott productions for the 1987 season

Hancock Historical Museum Association, Findlay, Ohio Education program model (over three years)*

TheJunior League OfCleveland, Inc. Children’s Theatre Series in Playhouse Square (over two years) 60,000

Karamu House Summer Theatre Institute (second year)

23,456

The Koch School ofMusic Renovation of new office space in Lakewood

15,000

Lake County Historical Society, Mentor, Ohio General support

10,000

Lyric Opera Cleveland Production of Mozart’s Cosifantutte

15,000

The Darius Milhaud Society Choreography and performance by The Tom Evert Dance Company and the New Dance Ensemble

100,000

SPACES Planning for “ The Hidden City Revealed" project of the Committee for Public Art 5,000

35,000

Streetscape project by the Committee for Public Art in the Warehouse District (second year) 9,555

The Temple “ The Loom and the Cloth: An Exhibition of the Fabrics of Jewish Life” by The Temple Museum 10,000

The Western Reserve Calligraphers

The Musical Arts Association Cleveland Orchestra’s performance of new and unusual music 115,710 Martin Luther King, Jr. Concert by The Cleveland Orchestra at Cory United Methodist Church 5,000 Pension subsidies for retired musicians of The Cleveland Orchestra 4,984 Sustaining Fund of The Cleveland Orchestra 50,000

500

Cleveland Opera

140

The Cleveland Play House 9,576 3,000 Capital campaign Experimental dramatic work 1,816 or scholarship Shakespearean and classical productions for students and teachers 3,620 Cleveland Public Library Services to shut-ins

78,197

Cleveland Zoological Society

3,772

TOTAL CULTURAL AFFAIRS GRANTS— UNDESIGNATED $2,140,061

Ducks Unlimited, Northwest Ohio Chapter

750

(Following recipients and programs desig nated by donors and for general support unless otherwise noted)

Cleveland Ballet

390

Cleveland Children’s Museum

1,000

The Cleveland Institute ofMusic 6,396 The Cleveland Museum ofArt 111,395 Purchase of objects of art exhibited at the May Show in memory of Oscar Michael, Jr. 500

The Garden Center of Greater Cleveland Library

The Holden Arboretum, Mentor, Ohio Intermuseum Conservation Association Karamu House

300 1,900 250 8,821 130,764

The Koch School ofMusic Capital campaign

Lakewood Little Theatre, Inc.

850 4,901

La Mesa Espanola Jessie C. Tucker Memorial Program

358

The Musical Arts Association Children’s concerts by The Cleveland Orchestra The Cleveland Orchestra

7,240 112,197

2,500

Oglebay Institute, Wheeling West Virginia

6,000

Cultural and educational activities at Oglebay Park 133,110

Ohio Boychoir, Inc. Special concert

The Cleveland Music School Settlement

167

OhioDance OhioDance Festival in Cleveland

3,620

Cuyahoga County Public Library

New Organization for the Visual Arts (NOVA) Workshop for visual artists

304,974

International Calligraphic Exhibition at the Beck Center 2,000

Ashland Library Association, Ashland, Ohio S 2,933 5,000

The Cleveland Museum ofNatural History Planetarium

Playhouse Square Foundation Pre-production costs of Gospel at Colonnus

150,000

30,000

Playhouse Square Foundation 5,400

1,500

Toledo Museum ofArt, Toledo, Ohio

Ohio Chamber Ballet, Akron, Ohio Creation of new ballet for Gluck’s Orfeo ed Euridice and its Cleveland premiere 40,000

1,500

The Western Reserve Historical Society

6,536 Care of memorabilia of the First Cleveland Cavalry Association 5,758

L New works by eight area composers were commissioned fo r performance by the Cleveland State Universitybased Cleveland Chamber Symphony.

TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED $952,631 TOTAL CULTURAL AFFAIRS GRANTS—DESIGNATED AND UNDESIGNATED $3,092,692 *Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

HEALTH

The appalling infant mortality rate in Cleveland’s inner city, 40 percent higher than the national average, was the focus of the Foundation’s largest grant last year in the health area. Highly sophisticated prenatal and postnatal services were available; the problem was they were not being utilized by women falling into the “ high-risk” pregnancy category. Under an experimental program funded in part by the Foundation, several innovative approaches to this problem are being tried. ■ At the Cuyahoga County Hospital System’s Kenneth Clement Center for Family Health Care on the city’s East Side, a pilot outreach program attracting national attention is training women from the neighborhood to identify and contact pregnant young women and then shepherd them through prenatal care. An approach being tried in another neighborhood builds on the existing social infrastructure, using local churches and community centers to reach these women. Both approaches will be evaluated, along with others being tested, to determine the most effective— and efficient— model. ■ The Foundation’s commit ment to the indigent and underserved groups is matched by a concern with keeping care affordable. At Cleveland Metropolitan General Hospital a recent grant will enable admitting physi cians to limit the number of often costly diagnostic tests performed on

incoming patients through the use of computer decision analysis— a com plex new technique refined in Cleve land over the last three years with Cleveland Foundation support.

n Kenneth Clement Center’s outreach workers, recruited from the neighbor hood, earn money

■ The Foundation’s concern for the elderly and the chronically ill led in 1987 to grants supporting develop

by enrolling preg nant teens— then keeping them— in a prenatal care

ment of a new Fairhill Institute for the Elderly on the campus of the old

program.

Fairhill Psychiatric Institute and initi ation at the Golden Age Centers of Cleveland of an exercise program designed by University of Michigan

HEALTH GRANTS

Cuyahoga County Hospital Foundation, Inc.

American Heart Association, Northeast Ohio Affiliate, Inc. Coordinated program for smoking cessation during pregnancy (third year) $37,500

Case Western Reserve University Conference on the impact of AIDS on nursing practice

£ A training pro gram developed at Frances Payne Bol ton School of Nurs

gerontologists for high-risk elderly.

ing is helping health

Heather Hill’s new Alzheimer’s Center is using another grant to study the

professionals learn

roles of physical environment, facility design, patient management, pro gramming and factors from lighting to furniture placement in the care of Alzheimer’s patients. ■ The Founda tion also responded to emerging needs and opportunities on other fronts. As early as 1983, growing concern about the spread of Acquired Immune Defi ciency Syndrome (AIDS) prompted the Foundation to play the role of catalyst in the launching of an AIDS Public Awareness Campaign. A 1986 grant and technical assistance from Foundation staff led to the mounting last spring of a newspaper, billboard and information hotline campaign designed to publicize basic facts— and dispel misinformation— about AIDS. ■ The Foundation’s role in stimulating and helping shape a local

how to approach the subject of organ donations.

3,500

Development of nursing assistant training program at the Frances Payne Bolton School of Nursing 25,000 Organ donation educational program at the Frances Payne Bolton School of Nursing (over 18 months) 81,587 Second phase of strategic planning for the School of Dentistry 54,700

Central School ofPractical Nursing Inc.

Project to address Cleveland’s high infant mortality and morbidity rates (over 30 months) 601,250

Cuyahoga County Medical Foundation Program by the Academy of Medicine of Cleveland to educate physicians about AIDS 20,650

Salary and supervision costs of home nursing program (second year) 22,900 Training program for health care assistants (over two years) 55,000

Epilepsy Foundation of Northeast Ohio

The Cleveland Clinic Foundation

Fairhill Institute for the Elderly

Adoptive immunotherapy treatment for cancer research (over three years) 181,250

Planning for research center on aged 75,000

The Cleveland Foundation (Inc.) Capital improvements at Fairhill Institute for the Elderly 200,000 Evaluation of Cuyahoga County Hospital Foundation’s grant to address Cleveland’s high infant mortality and morbidity rates 5,000 Technical assistance and consultation pertaining to AIDS 20,000 Technical assistance and evaluation of grant for research start-up at Heather Hill, Inc.’s Alzheimer’s Disease Research Center 5,000

Cleveland Hearing and Speech Center Software development for a communications disorder information system 39,875

Cleveland Student Health Program Health clinic at East High School (fourth year)

55,000

response to this tragic pandemic was recently cited by The Ford Foundation in naming The Cleveland Foundation as one of eight community founda tions around the U.S. selected to participate in Ford’s $4.5-million AIDS initiative. c Heather Hill, a long-term care fa cility, w ill study various methods of improving care ofAlzheimer's patients.

Affective Disorders Clinic at Cleveland Metropolitan General Hospital (third and fourth years) 70,954 Development of home-centered care demonstration project for seriously ill children 7,750 Improved efficiency of diagnostic admission testing at Cleveland Metropolitan General Hospital 81,970

Skills Training and Employment Preparation Service (STEPS) (over three years) 102,735

Federationfor Community Planning Seminar on home-based care

1,850

Glenville Health Association Nurse Auxiliary Project (second grant, over 18 months)

21,600

Health H ill Hospitalfor Children Construction of new inpatient units 150,000

Hospice ofHancock County, Findlay, Ohio Bereavement coordinator (over three years)*

23,070

Fairview General Hospital

10,013

Equipment Christiana Perren Soyer bed Surgical Center

72,879 1,068

2,200

Grace Hospital Equipment

36,439

Health H ill Hospitalfor Children 2,996 Highland View Hospital Employees' Christmas fund

1,295

Holy Family Cancer Home

1,923

Huron Road Hospital

9,470

Juvenile Diabetes Foundation Lakewood Hospital Lakewood Hospital Foundation, Inc. Lutheran Medical Center International Health Services, Inc., Chardon, Ohio Research department at Heather Hill’s Alzheimer’s Disease Research Center (over three years) 268,925

Judson Retirement Community Weekend operation of the Day Enrichment Center

The University ofMichigan, Ann Arbor, Michigan

Bellevue Hospital, Bellevue, Ohio 3 ;760

Lutheran Medical Center Foundation

Case Western Reserve University for the School ofMedicine

Breast Cancer Research Project 250 Cancer research 19,561 Medical research and general support 86,238 48,734 40,147 Outpatient clinic for dispensary Research in diseases of the eye 28,993

Exercise program for high-risk elderly at the Golden Age Centers of Greater Cleveland (over two years) 166,176

Nursing Home Ombudsman

Central School of Practical Nursing Inc. The Cleveland Clinic Foundation

Cardiac research Long-term care placement assistance project Research in diseases of the eye (third year) 25,000

The Benjamin Rose Institute Demonstration respite care program for caregivers of Alzheimer’s Disease patients (over two years) 176,127

Cleveland Health Education Museum Cuyahoga County Hospital Foundation, Inc.

Conference travel

570

3,227 87,453

Saint Ann Foundation SaintJohn Hospital

394

2 5 ,1 2 s Saint Luke's Hospital 250 St. Vincent Charity Hospital 14,497 Aid for alcoholics and indigent sick Rosary Hall Elizabeth Boersig Soyer bed 3,378

1,578

2 ,996

15 ,546 250

507 6,502 1,365 300 1,068

Samaritan Hospital, Ashland, Ohio 2,996

Memorial room maintained in memory Cleveland Metropolitan General Hospital of Mr. and Mrs. A. N. Myers 11,730 Residential treatment facility for chemically Burn Unit 600 dependent adolescents 45,000 Cleveland Metropolitan General Hospital Shriners Hospitalsfor Crippled Nurse Award Children, Tampa, Florida 9,110 848 University Hospitals of Cleveland

The Deaconess Foundation 195,580 Deaconess Hospital of Cleveland

TOTAL HEALTH GRANTS— UNDESIGNATED $2,860,096

Elyria Memorial Hospital, Elyria, Ohio William H. Gates bed

(Following recipients and programs desig nated by donor and for general support unless otherwise noted)

American Cancer Society Cuyahoga County Unit

$92,128

Research or any other purpose

17,748

6,224

1,300

University Hospitals of Cleveland Benefit aged people Cancer research Conference travel Lakeside Hospital Maternity Hospital Henry L. Sanford Memorial bed Spine research in the Department of Orthopedic Surgery Urological or vascular research

13,003 4,431 177,331 2,479 547,017 6,075 1,578 12,000 69,028

American Lung Association of Northern Ohio 1,894

TOTAL HEALTH GRANTSDESIGNATED SI, 151,051 TOTAL HEALTH GRANTSDESIGNATED AND UNDESIGNATED $4,611,141

Arthritis Foundation, Northeastern Ohio Chapter 975

*Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

American Heart Association, Northeast Ohio Affiliate, Inc. 139,240 Research or any other purpose

17,748

could eliminate

29,993 diagnostic tests.

Unity House Incorporated

Center on Biological Psychiatry (third and fourth years)

Cleveland’s Metro

one third of costly

200 SaintJohn and West Shore Hospital Cardiac research

cision analysis at

2,729 General Hospital

Rainbow Babies and Childrens Hospital 97,221 Equipment or supplies

The use of sophisti cated computer de

SOCIAL SERVICES

Teenage pregnancy was the focus of a good deal of attention nationally during 1987. Locally, the Cuyahoga County Teen Pregnancy Prevention Project was launched by the Federa tion for Community Planning, with support from The Cleveland Founda tion, to develop an organized, communitywide approach to reducing what is the second highest birth rate in the nation among unwed teens. Meanwhile, the West Side Adolescent Services Network, a coordinated effort by 10 social service agencies has developed a program that seems to have reduced births to teens by as much as 24 percent. ■ Taking an educational approach, the Network has gone into intermediate schools with a comprehensive curriculum that addresses sexuality and the many facets of human relationships that bear on the emotional, physio logical and social development of adolescents. A Cleveland Foundation grant is currently enabling the Net work to expand its curriculum, aimed at adolescent males, to two other schools as well as to develop 20 groups providing more personal attention to 200 boys. The effectiveness of this promising program will be carefully evaluated during the grant period. H The Foundation’s special commit ment to programs providing services to children and youth at risk, one of its three priority concerns in the

of developmental problems that, left untreated, could lead to substance abuse or dropping out of school.

■ A second priority concern, sup

Services Program

portive services for the persistently poor, led to funding for several inno

Merrick House

vative programs addressed to women seeking to escape dependency on

social service area, also led to support public assistance. Transitional Hous ing, Inc. (which won a national of Hanna Perkins School’s Toddlersat-Risk program, which works with award from the U.S. Department of young children who exhibit the kinds Housing and Urban Development) provides women, many of whom have left abusive spouses, with safe, affordable, temporary housing— as

The successful West Side Adolescent administered by focuses on getting young males to think responsibly about sex.

well as training in basic self-sufficiency Center For Human Services Child Day Care Planning Project skills. ■ The Child Day Care Schol arship Program provides funds for low-income families not eligible for traditional child care assistance so parents can work, train for a job or cope with emergencies. This is one of the demonstration projects devel oped by the Child Day Care Planning Project, in which the Foundation has been an active participant and funder since 1982. ■ A third emphasis has been on helping social service agen

(over two years)

150,000

Child Guidance Center Operating support for Eleanor Gerson School (fourth and fifth years) 90,000 Start-up support for a research department (over three years) 223,000

Cleveland Hearing and Speech Center 2 Board retreat for long-range planning 1,000

Hanna Perkins ’

Cleveland International Volunteer Organizations

Toddlers-at-Risk

Coordinating function and activities for low-income and minority youth (fourth year) ' 8,022

The Cleveland Societyfor the Blind 35,000

cies to function more efficiently and effectively. Just as two complemen

Operating support Publication of book for its 80-year history

tary businesses can gain certain

Cleveland State University

economies by merging systems and physical assets, the decision of Bell

Educational and community forum on the black aged 3,000 Research component of Visions for Children: An Early Childhood Education Model 71,903

Neighborhood Center and Lexington Square Community Center to share one facility will enable them to serve twice the number of clients. Another grant is enabling human service agencies plagued by organizational dysfunction to use the behavioral expertise of Cleveland’s renowned Gestalt Institute.

Alcoholism Services ofCleveland, Inc. Relocation of main office

$25,000

Bell-Lexington Community Center Renovation of the Lexington Square Building

mother-child tasks to build self-esteem in young children who exhibit incip

Family Health Association

ient behavioral problems.

Volunteer Home Visitors Program on Clevelands West Side 16,724

(Simulated)

Federationfor Community Planning Administration of the charitable portion of the supermarket settlement (sixth year) 5,579 Assessment process for children in residential placement (over two years) 50,000 Conference of scholars and public exhibit on the development of human services in Cleveland (over two years) 35,000 Cuyahoga County Teen Pregnancy Project 90,000

The Coventry Youth Center Conflict mediation training for students at Cleveland Heights High School 10,000

Cuyahoga Association for Children and Adults with Learning Disabilities Expansion of The Amigo Club

Geauga Community Mental Health Board

1,500

Cuyahoga County Community Mental Health Board

Citizens Mental Health Task Force

Strategic planning consultant

Organizational Development Consultation Project for human service organizations in Cuyahoga County 20,000

Goodrich-Gannett Neighborhood Center

61,723

Delta Sigma Theta Sorority, Inc., Greater Cleveland Chapter

Volunteer coordinator (over three years)

Pilot program for single teenage mothers (over two years) 10,000

Expenses of a search for a new executive director 20,000 Garfield Heights Community Center’s after-school program for learning disabled children 20,000

Bellefaire Intensive residential treatment and diagnostic center (over two years) 200,000

Bellflower Centerfor Prevention of Child Abuse, Inc.

Hanna Perkins School Toddlers-at-Risk Program (over three years)

17,300

222,000

H ill House Mental Health Rehabilitation and Research, Inc.

Boy Scouts ofAmerica, Greater Cleveland Council No. 440 Inventory for the Scout Shop

36,784

Greater Cleveland Neighborhood Centers Association

135,000

Grown-Up Abused Children program (second year)

28,000

Gestalt Institute of Cleveland

3,000

Cuyahoga County Consumer Advisory Council Consumer activities coordinator (over three years)

SOCIAL SERVICES

9,000

program uses

Discharge handbook for patients at Cleveland Psychiatric Institute

39,200

Boy Scouts ofAmerica, Put Han Sen Area Council, Inc., Findlay, Ohio Planning services for facilities and programs at Camp Berry* 13,100

c Transitional Hous ing, Inc. offers lowincome women ac customed to fin an cial and emotional dependency a path to self-esteem and self-sufficiency.

3,500

National Council ofJewish Women, Cleveland Section Update of the Access Guide to Cuyahoga County for the elderly and handicapped

23,000

NationalJunior Tennis League

Near West Side Multi-Service Center

Vocational Guidance Services

Dorney Fund grant

Pilot project in resource development (over three years) 152,600

Establishment of a Janitorial Services Program 40,000

with handicaps or

Operating support for Project Transition

medicalproblems.

15,000

The Institute for Creative Living Executive Team Challenge Program

34,000

Lake County Community Services Council, Inc., Mentor, Ohio Lake County Food Bank staff (over two years)

68,000

Lutheran Employment Awareness Program Disabled Employment Awareness Program (second grant, over 18 months) 50,000

Lutheran Metropolitan Ministry Association Interim support for Boarding Home Advocacy Project

West Side Catholic Center

Information brochures on homes for the mentally retarded

Renovation and repair of building

Notre Dame College oj Ohio TOT Spot Child Day Care Center (over two years)

The Presbytery of the Western Reserve

9,000

West Side Community House

West Side Ecumenical Ministry Crisis Co-operative Program (second year)

The Benjamin Rose Institute

Coordinator for program development and volunteer recruitment 20,000

Operating support

35,000

St. John’s Cathedral

28,000

West Side Women’s Center

The Phillis Wheatley Association

Site manager for the Cathedral Square Market analyst 5,000 Meals Program 17,000 Stranger in the Land musical in commem oration of 75th anniversary 3,200 The Salvation Army Outreach worker for single teenage Women Together, Inc. mothers 25,000 Start-up support for a second shelter for battered women 80,000 The SocietyJo r Crippled Children

oj Cuyahoga County, Inc. Disability awareness program for preschool children 4,980

WomenSafe, Inc., Chardon, Ohio Purchase and installation of stockade 19,770 fencing 4,893

WomenSpace Long-range planning Program support

5,000 21,000

Y.E. S. Inc.

100,000

Consultant for strategic planning

3,348

Young Men’s Christian Association of Cleveland

Merrick House

"Shoes for Kids" project

Expansion of the West Side Adolescent Services Network’s teen pregnancy prevention program 42,605

20,000

TOTAL SOCIAL SERVICES GRANTS— UNDESIGNATED 12,834,631

National Association of Social Workers, Inc., Ohio Chapter, Columbus, Ohio 5,000

L. A two-year grant is enabling Lake County’s Food Bank program, which serves 9,000 house holds, to put its operation on a more efficient basis.

8,000

Learning, vocational and recreational program at Calvary Presbyterian Church (seventh and eighth years) 30,000

35,000

Social welfare policy conference on children and their families

40,000

Attendance at Children’s Defense Fund Conference 1,900 13,000 Citizens for a Fair Budget project 10,000 Rehabilitation of senior center 20,000

A. M. McGregor Home Operating support

Operational structure study

North Coast Community Homes, Inc.

Maximum Independent Living Association Construction of apartment building for the physically disabled

160,000

Camp Berry, a

encefo r youths

Institute for Child Advocacy

United Way Services Program support for Community Information/Volunteer Action Center (CIVAC) (over two years)

At Hancock County's

w ill help provide

Director for Friendly Town and survey of similar programs 11,000

15,000

Junior Grand Prix Tournament Series for junior varsity and varsity players 5,000

an outdoor experi

Inner City Renewal Society

Transitional Housing Inc. Program development director (third year)

City of Cleveland, Director o f Public Safety Prevention of delinquency among boys 672

Cleveland Hearing and Speech Center

54,612

The Cleveland Psychoanalytic Society Foundation

34 Research and application of psychoanalysis and support projects 66,982

The Cleveland Society for the Blind

247,065 Research or any other purpose 17,748 Volunteer braille transcribers 2,996

Covenant House Cuyahoga County Department ofHuman Services Special client needs

250

The Fam ily Health 450 Association’s vol

East End Neighborhood House 2,996 unteer home visitors (Following recipients and programs desig nated by donor and for general support unless otherwise noted)

Fairmount Centerfor Human Services 618 Presbyterian Church Counseling Division 36,698 Federation for Day Nursery Association of Cleveland 3,996 Community Planning

Alcoholism Services of Cleveland, Inc.

$51

American Bible Society, New York, New York

584 Big Buddy/Little Buddy program

American Red Cross, Greater Cleveland Chapter Beech Brook Bellefaire

Family Preservation Program

6,586 59,089

Child Guidance Center

255

Children Forever Haven

788

The Children’s Aid Society

7,320 Industrial Home

Children’s Services

Big Brothers/Big Sisters of Greater Cleveland, Inc. Big Brothers Program

Child Conservation Council of Greater Cleveland

Christ Episcopal Church 11,031

2,000 Community Information/Volunteer Action Center (CIVAC) Needy and deserving families and children 22,472

The Church Home

offer support and 10,878 parental education tofirst-time parents 4,310 in stressful living situations. 2,340 1,642

The First Congregational Church of Sonoma, Sonoma, California 152

The First United Methodist Church, l ,600 Ashland, Ohio 5,865 64,988 842

Goodwill Industries of Greater Cleveland

828

Greater Cleveland Neighborhood 12,882 6,502 Centers Association The Hebrew Free 1,000 Loan Association 4,692 1,937

Boy Scouts ofAmerica, Greater Cleveland Council No. 440

152

Boys and Girls Clubs of Greater Cleveland, Inc.

The Church of the Saviour, United Methodist

975

Cleveland Christian Home, Inc. 2,906 Heights Blaugrund Lodge No. 1152 B ’naiB'rith 1,923

Eliza Bryant Center

17,298

The Hiram House

1,705

Catholic Charities Corporation 1,000

Eliza Jennings Home

Benefit of aged persons Benefit of Parmadale-St. Anthony Youth Services Village

3,000

Equipment

9,683

CEDUFoundation, Inc., Colton, California

fewish Community Federation of Cleveland 15,696

2,379

Jones Home of Children’s Services

19,220

Capital improvement in building and equipment

36,439

Lakewood Christian Church

21,853 36,439

1,634

The Hattie Larlham Foundation, Inc., Mantua, Ohio 9,110

Little Sisters of the Poor Lutheran Council of Greater Cleveland

2,692

School

2,323 12,172

Marycrest School

6,502

A.M. McGregor Home

6,502

Missionary Servants ofthe Most Holy Trinity, Silver Spring Maryland 4,808 The Muscular Disease Society ofNortheastern Ohio

St. John Lutheran Church St. M artin’s Episcopal Church

The Lutheran Home for the Aged

The Montefiore Home

St. Dominic’s Parish

6,502

250

Ohio Presbyterian Homes Breckenridge Village

2,000

Our Lady of the Wayside, Incorporated, Avon, Ohio

4,901

St. Paul’s Episcopal Church, Cleveland Heights, Ohio Capital campaign

St. Rita’s Church

The Societyfo r Crippled Children 17,049 380 of Cuyahoga County, Inc.

4,808

2,323 152

The Salvation Army

26,667

The Salvation Army, Ashland, Ohio

2,933

152

Shaker Heights Lodge No. 45 FOP Associates

Planned Parenthood of Greater Cleveland, Inc. ill,333

The Shaker One Hundred, Inc. 2,778

720

Police Athletic League

200

The Benjamin Rose Institute Rose-Mary Center

Equipment

36,439

Society of St. Vincent de Paul

739

Starr Commonwealthfor Boys, 1,000 Albion, Michigan 300 The Three-Corner-Round Pack Outfit, Inc.

Parmadale-St. Anthony Youth Services Village 13,742

Plymouth Church of Shaker Heights

300

2,500

St. Timothy Episcopal Church, Perrysburg Ohio 9,300

The Scottish Rite Benevolent Foundation, Lexington, Massachusetts

Capital campaign

2,778

Sisters ofNotre Dame, Chardon, Ohio Physical education program for the Julie Billiart School 14,467

Camping program

1,615

13,542

Trinity Cathedral

1,868

United Appeal ofAshland County, Ohio, Inc., Ashland, Ohio 2,933 United Way of Greater Toledo Toledo, Ohio United Way Services

500 384,165

The Visiting Nurse Association of Cleveland 3,496 Vocational Guidance Services 4,254 Assistance to needy clients of Sunbeam School 1,000 Assistance to needy of Sunbeam School graduating class 1,000 West Side Deutscher Frauen Verein, The Altenheim 18,333

19,789

West Side Women’s Center

2,510

1,000

Western Reserve Residences, Inc.

St. Andrews United Methodist Church, Findlay, Ohio

117

St. Basil Church

500

St. Christopher’s by the River

880

Capital campaign

The Young Men’s Christian Association, Ashland, Ohio The Young Men's Christian Association of Cleveland Lakewood Branch West Side Branch

250 2,933 15,593 9,110 18,220

The Young Women’s Christian Association of Cleveland

8,691

Lakewood Branch

9,110

TOTAL SOCIAL SERVICES GRANTSDESIGNATED SI, 668,284 TOTAL SOCIAL SERVICES GRANTS DESIGNATED AND UNDESIGNATED $4,502,915 —

*Grant recommended by Findlay Distribution Committee of the L. Dale Domey Fund

£ Infant care homes operated as satel lites of day care centers were one of the more popular options tested by the Child Day Care

Planning Project.

SPECIAL PHILANTHROPIC SERVICES

trust companies, is also supported by The Cleveland Foundation. During 1987 the Forum sponsored 24 oppor tunities for funders to become better

The funds expended for special phil anthropic services go primarily for the operating costs of The Cleveland Foundation but include support for services to other Northeast Ohio charitable institutions with limited or no staff— services such as The Foun dation Center-Cleveland (Kent H. Smith Library) which makes available the expertise of two full-time profes sionals. The Center, which marked its 10th birthday in 1987, houses materials relating to the grantmaking process, corporate and federal fund ing sources, nonprofit organization and management, and nongrant fundraising, as well as specific infor mation on the policies and interests of foundations around the state and nation. ■ The library has had 24,054 visitors in the decade since it became the Midwest field office of The Foun dation Center of New York. Besides free weekly orientation sessions (attended last year by 800 first-time grantseekers), Foundation CenterCleveland presents programs annually focusing on subjects of interest to grantseekers and funders. ■ To cel ebrate its anniversary, the library

informed on issues relevant to their grantmaking, exchange ideas with colleagues and participate in profes sional development workshops. Some topics addressed: crime, open hous ing, progress in the Cleveland Public Schools, teen pregnancy, waterfront development and ethics in grantmak ing. The Greater Cleveland Measur able Growth in Giving and Volun teering Project is the local response to “ Give Five,” a nationwide cam paign developed by Independent Sector to encourage Americans to give five hours a week and five percent of their income to causes they believe in. A $75,000 grant will underwrite a four-county survey of giving and volunteering patterns to provide baseline data for measuring growth. These and many other collabora tive projects benefiting Cleveland were championed by the late James S. Lipscomb during 18 years as exec utive director of The George Gund Foundation. With his death last June we lost an outstanding colleague and friend.

SPECIAL PHILANTHROPIC SERVICES GRANTS The Cleveland Foundation (Inc.) Anisfield-Wolf Community Service and Book awards $32,500 Consultant for a philanthropy and quality of life study 15,000 Council on Foundations Community Foundation Fall Workshop in Cleveland 25,000 Establishment of a Lake-Geauga Fund of The Cleveland Foundation (over three years) 500,000 Grantmakers Forum 55,000 Greater Cleveland Measurable Growth in Giving and Volunteering project (over two years) 75,000 Investment policies and performance evaluations (second year) 30,000 L. Dale Dorney Fund biennial meeting and report expenses* 5,000 L. Dale Dorney Fund program consultation* 18,550 Ohio Donors Forum conference (over three years) 3,000 Operating budget of The Cleveland Foundation (Inc.) for the year 1988 2,419,815 Planning for special initiatives in education, housing and neighborhood development, and other areas 60,000 Preparation and distribution of a history of The Cleveland Foundation (1964-89) (over two years) 85,000

The Foundation Center, New York, New York Distribution costs of documentary film on foundations in America 5,000 Operating support of The Foundation Center— Cleveland for the year 1988 46,208

TOTAL SPECIAL PHILANTHROPHIC SERVICES GRANTS 13,375,073 *Grant recommended by Findlay Distribution Committee of the L. Dale Dorney Fund

hosted two special events. In October, Michael Seltzer, a fundraising trainer and consultant, addressed a joint meeting of the National Society of Fundraising Executives and the Ohio Council of Fundraising Executives. In November, the Center co-hosted (with Grantmakers Forum, the George Gund

c Patricia Pasqual,

and Cleveland foundations) the re

director of the

gional premiere of a new documen

Foundation

tary film, Foundations: The People

Center-Cleveland,

and the Money. ■ Grantmakers Forum, a three-year-old informal

shows a visitor

association of some 200 grantmakers

how to use the li brary ’s resources.

representing 95 area foundations, corporate contribution programs and

FUNDS OF THE CLEVELAND FOUNDATION The generosity of more than 150 donors allowed the assets of The Cleveland Foundation to grow by $21,603,121 in 1987. Contributions were received in various forms including: new funds, bequests, additions to both previously created funds and supporting organiza tions, and gifts to a donor-advisor program which enables donors to recommend to The Cleveland Foundation philanthropic uses for the funds they have established.

TRUST FUNDS I wide variety of donors, ;| wanting to benefit their I communityfor years to come, have established thefollow ing trustfunds. Thesefunds are either namedfor their donors, or as a memorial to a loved one, or in some instancesfor the recipient organization which they benefit. ■ In 1987 the value of newfunds and additions to existingfunds recorded by The Cleveland Founda tion totaled $19,340,818.

NEW TRUST FUNDS RECEIVED: The August G. and Lee F. Peterka Fund, $323,313 Donor: Lee F. Peterka Estate Use of Income: Unrestricted charitable purposes The Katharine Holden Thayer Fund, S.14,509,743 Donor: Katharine Holden Thayer Estate Use of Income: 60 % is designated for various organizations, 10% is restricted for educa tional purposes, and 30 % is unrestricted.

n New quarters fo r the Koch School of Music w ill offer op portunities fo r col laboration with the visual and dramatic arts at nearby Beck Center.

ADDITIONS TO EXISTING FUNDS: Charles Rieley Armington Fund, S36,000 Donor: Elizabeth Rieley Armington Charitable Trust The Emerald Necklace Fund, $1,000 Donor: The Stouffer Corporation Fund The Fenn Educational Fund, SI3,215 Donors: Cleveland Metropolitan Ford Dealers, The Automobile Dealersâ&#x20AC;&#x2122; Educational Assistance Foundation and The Harry F. and EdnaJ. Burmester Charitable UniTrust No. 1 John and Helen A. Hay Memorial Fund, SI25,550 Donor: John Hay Estate Donald W McIntyre Fund, $56,589 Donor: Donald W. McIntyre Estate Florence Mackey Pritchard and P.J. PritchÂ ard Scholarship Fund, S3,652,313 Donor: Viola R Pritchard Estate The Alma M. and Harry R. Templeton Memorial Fund, S588,417 Donor: Alma M. Templeton Trust Edith Wright Memorial Fund, $34,678 Donor: Edith Wright Trust

ESTABLISHED FUNDS: Rob Roy Alexander Fund The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research The George and May Margaret Angell Trust Anisfield-Wolf Fund Charles Rieley Armington Fund Walter C. and Lucy I. Astrup Fund No. 1 Walter C. and Lucy I. Astrup Fund No. 2 Sophie Auerbach Fund* The Frederic M. and Nettie E. Backus Memorial Fund Fannie White Baker Fund Walter C. Baker Fund Walter C. and Fannie White Baker Fund Lilian Hanna Baldwin Fund Mabel R. Bateman Memorial Fund Warner M. Bateman Memorial Fund Cornelia W. Beardslee Fund James C. Beardslee Fund Louis D. Beaumont Fund Mary Berryman Fund Ida Beznoska Fund Big Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund George Davis Bivin Fund The Martin E. and Evelyn K. Blum Fund Tom L.E. Blum and Martin E. Blum Fund Katherine Bohm Fund Roberta Holden Bole Fund The George H. Boyd Fund* Alva Bradley II Fund Gertrude H. Britton, Katharine H. Perkins Fund Fannie Brown Memorial Fund

George F. Buehler Memorial Fund The Harry F. and EdnaJ. Burmester

The George D. and Edith W. Featherstone Memorial Fund Dr. Frank Carl Felix and Flora Webster Felix Fund

Charitable Remainder Unitrust No. 1 Thomas Burnham Memorial Trust Katherine Ward Burrell Fund

The Fenn Educational Funds (5) First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund* Fisher Fund Erwin L. Fisher and Fanny M. Fisher Memorial Fund Edward C. Flanigon Fund Forest City Hospital Foundation Fund Constance C. Frackelton Fund No. 1 Constance C. Frackelton Fund No. 6 Constance C. Frackelton Fund No. 7 Constance C. Frackelton Fund No. 8 The Fannie Pitcairn Frackelton and David W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Frederic H. Gates Fund The William F. and Anna Lawrence Gibbons Fund* William A. Giffhorn Fund Frederick Harris Goff Fund Frederick H. and Frances Southworth Goff Fund* Isaac C. Goff Fund* Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Dr. IsadoreJ. Goodman and Ruth Goodman Memorial Fund Julius E. Goodman Fund The George C. and Marion S. Gordon Fund Robert B. Grandin Fund The Hortense B. Halle and Jay M. Halle Fund Dorothea Wright Hamilton Fund Edwin T. and Mary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund* Leonard C. Hanna, Jr. Cleveland Foundation Special Purpose Fund Leonard C. Hanna, Jr. Community Development Funds (5) Leonard C. Hanna, Jr. Fund for Community Chest Leonard C. Hanna, Jr. Fund for United Appeal William Stitt Hannon Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds No. 1 and 2 Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Funds No. 1 and 2

The Martha B. Carlisle Memorial Fund The Alfred J. Carpenter Memorial Fund The Central High School Endowment Fund The Fred H. Chapin Memorial Fund The George Lord and Elizabeth Chapman Fund* The Frank J. and Nellie L. Chappie Fund* George W. Chisholm Fund Clark-Owen Memorial Fund J.E.G. Clark Trust Marie Odenkirk Clark Fund The Elsa Claus Memorial Fund No. 2 Cleveland Foundation Combined Funds Cleveland: NOW! Fund Cleveland Recreational Arts Fund Caroline E. Coit Fund A.E. Convers Fund* Harry Coulby Fund No. 2 Harry Coulby Fund No. 4 Jacob D. Cox Fund S. Houghton Cox Fund Henry G. Dalton Fund The Howard and Edith Dingle Fund Edwin A. and Julia Greene Dodd Fund No. 1 Edwin A. and Julia Greene Dodd Fund No. 2 L. Dale Dorney Fund The Mary and Wallace Duncan Fund The William C. and Agnes M. Dunn Fund Alice McHardy Dye Fund The Emerald Necklace Fund Ada C. Emerson Fund* Henry A. Everett Trust Homer Everett Fund Mary McGraw Everett Fund The Irene Ewing Trust Charles Dudley Farnsworth Fund

c Katharine Holden Thayer: $14.1 million to be used by the Foundation fo r the benefit of the people of Greater Cleveland.

Henry R. Hatch Memorial Fund John and Helen A. Hay Memorial Fund George Halle Hays Fund Kaufman Hays Memorial Fund The Henry E. Heiner and Marie Hays Heiner Memorial Fund The Louise W. and Irving K. Heller Fund Mildred Shelby Heller Memorial Fund

1 Leadership Lake County w ill identify potential leaders, bring them together to learn more about community issues, and encourage col足 laborative action.

The William Myron Heller Memorial Fund The Hinds Memorial Fund* The Hiram House Fund The Jacob Hirtenstein Fund H. Morley and Elizabeth Newberry Hitchcock Fund Mildred E. Hommel and Arthur G. Hommel Memorial Fund Centureena S. Hotchkiss Fund Martin Huge, Martha M. Huge, Theodore L. Huge and Reinhardt E. Huge Memorial Fund John Huntington Benevolent Fund The A.W. Hurlbut Fund The Norma Witt Jackson Fund Sherman Johnson Memorial Fund Caroline Bonnell Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd Fund The Gertrude Pfeiffer Kahn Fund Isaac Theodore Kahn Fund Tillie A. Kaley and Warren R. Kaley Memorial Fund Karamu House Trust Clarence A. Kirkham Memorial Fund John R. Kistner Fund The Otto and Lena Konigslow Memorial Fund* Elroy J. and Fynette H. Kulas Fund* The Arthur A. Lederer and Ruth Lawrence Lederer Fund Martha M. Linden Fund Robert M. Linney Fund Sue L. Little Fund Vida C. Logan Fund Elizabeth T. Lohmiller Fund Gustave Lorber and Frieda Bruml Lorber Memorial Fund Ella L. Lowman Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund* Nellie Lynch Fund Theresa Mae MacNab Fund The Maude F. Majerick Fund Leone R. Bowe Marco Fund Alice Keith Mather Fund The Samuel Mather and Flora Stone Mather Memorial Fund

Harriet E. McBride Fund The Lewis A. and Ellen E. McCreary Memorial Fund The John A. and Mildred T. McGean Fund The George W. and Sarah McGuire Fund Donald W. McIntyre Fund The Katherine B. McKitterick Fund The John C. McLean Memorial Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund Sarah Stern Michael Fund Helen Gibbs Mills Memorial Fund Victor Mills Fund Anna B. Minzer Fund Cornelia S. Moore Fund* The Mr. and Mrs. Jay P. Moore Memorial Fund William Curtis Morton, Maud Morton, Kathleen Morton Fund E. Freeman Mould Fund Jane C. Mould Fund Tom Neal Fund Blanche E. Norvell Fund* Harry Norvell Fund The Crispin and Kate Oglebay Trust Clarence A. Olsen Trust Mary King Osborn Fund William P. Palmer Fund The Dr. Charles B. Parker Memorial Fund* The Joseph K. and Amy Shepard Patterson Memorial Fund Linda J. Peirce Memorial Fund Douglas Perkins Fund The August G. and Lee F. Peterka Fund

Grace M. Pew Fund Walter D. Price Fund William H. Price Fund Florence Mackey Pritchard and P.J. Pritchard Scholarship Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund* The Charles Greif Raible and Catherine Rogers Raible Fund The John R. Raible Fund Frances Lincoln Rathbone Memorial Fund Clay L. and Florence Rannells Reely Fund The Retreat Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Alice M. Rockefeller Fund Rebecca and Etta Rosenberg Memorial Fund Charles F. Ruby Fund William A. Ruehl and Mary Ruehl Memorial Fund The Mary Coit Sanford Memorial Fund Mary Coit Sanford Fund Dr. Henry A. and Mary J. Schlink Memorial Fund William C. Scofield Memorial Fund Charles W. and Lucille Sellers Memorial Fund William K. Selman Memorial Fund Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund The Henry A. Sherwin and Frances M. Sherwin Fund* The Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 1* The Henry A. Sherwin and Frances M. Sherwin Memorial Fund No. 2* The John and LaVerne Short Memorial Fund The A.H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund Kent H. Smith Fund The Nellie B. Snavely Fund A.L. Somers Fund William J. Southworth Fund William P. Southworth and Louisa Southworth Fund Dr. George P. Soyer Fund

The John C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund The George B. Spreng and Hazel Myers Spreng Memorial Fund The Hazel Myers Spreng Fund in memory of her parents, Mr. and Mrs. A.N. Myers The Dorothy and Oscar H. Steiner Fund for the Conservation of Abused Children Frederick C. Sterling Second Testamentary Trust Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund Jessie Stewart Fund Charles L. and Marion H. Stone Fund Harriet B. Storrs Fund Leonard F. Stowe Fund The Alma M. and Harry R. Templeton Memorial Fund Henrietta Teufel Memorial Fund The Katharine Holden Thayer Fund The John H. Thomas Fund Amos Burt and Jeanne L. Thompson Fund Maude S. Tomlin Memorial Fund Mabelle G. and Finton L. Torrence Fund James H. Turner Fund The Edward and Esther T. Tuttle Memorial Fund Charles F. Uhl Fund Rufus M. Ullman Fund The Endowment Fund for United Way Services Corinne T. Voss Fund John F. and Mary G. Wahl Memorial Fund Jessie MacDonald Walker Memorial Fund The John Mason Walter and Jeanne M. Walter Memorial Fund No. 1 The John Mason Walter and Jeanne M. Walter Memorial Fund No. 2 Mabel Breckenridge Wason Fund A Mabel Breckenridge Wason Fund B* George B. and Edith S. Wheeler Trust Edward Loder Whittemore Fund Henry E. and Ethel L. Widdell Fund The John Edmund Williams Fund Teresa Jane Williams Memorial Fund Arthur P. and Elizabeth M. Williamson Fund The George H., Charles E., and Samuel Denny Wilson Memorial Fund Edith Anisfield Wolf Fund The Benjamin and Rosemary Wolpaw Memorial Fund David C. Wright Memorial Fund Edith Wright Memorial Fund The Wulf Sisters Memorial Fund *PARTIAL BENEFITS FUNDS provide pay ments ofannuities to certain individuals prior to payment of income to the Founda tion. With three exceptions, The Cleveland Foundation w ill ultimately receive the entire net incomefrom thesefunds. The principal amounts of thesefunds are carried as assets of The Cleveland Foundation.

COMBINED FUNDS ombined Funds were created within The Cleveland Foun dation in 1943 to provide a means through which gifts of any size could more inexpensively be administered. Several thousand donors have contributed to Combined Funds since their creation. Gifts retain their separate identity as memorials but are combinedfor in vestmentpurposes, therebyproviding a large block of capitalfor more efficient investment management and greater income potential. ■ Gifts to a Combined Fund may be made in the name ofan individual or as memorials. There is no restric tion as to size, and additions may be made at any time. Donors are encouraged to make their gifts available for the charitable and educationalpurposes of Greater Cleveland, since this enables the Foundation to beflexible in meeting changing community needs and problems. H In 1987 the value of newfunds and additions to existing funds totaled $1,247,252.

NEW FUNDS RECEIVED:

Mary Kopec Kreicher Fund, $1,000 Donor: Dolly and Steven Minter Use of Income: Unrestricted charitable purposes James S. Lipscomb Memorial Trust, $50 Donor: Dr. James C. (Dolph) Norton Use of Income: Unrestricted charitable purposes Frank A. Myers Fund, $50,000 Donor: Frank A. Myers Estate Use of Income: Unrestricted charitable purposes Virginia Salay Memorial Fund, $125,000 Donor: George Salay Estate Use of Income: Designated for Hattie Larlham Foundation Rhoda R. Stamm Fund, 11,000 Donor: Rhoda R. Stamm Use of Income: Restricted to the aid of needy college students Harriett and Arthur Weiland Fund, $161,613 Donor: Harriett R. Weiland Estate Use of Income: Restricted to research, education and care of diabetes in the United States

ADDITIONS TO EXISTING FUNDS: Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund, $88,302 Donor: Jeannette A. Osgood Estate Robert K. Beck Memorial Fund, $6,000 Donor.- Mrs. Robert K. Beck The Children’s Theatre Endowment Fund, $58,886 Donors: Sandra Abookire, Susan V. Adams, Stanley I. Adelstein, Elliot S. and Linda T. Azoff, Dr. and Mrs. Ronald A. Bailey, Mrs. Arthur D. Baldwin, II, ChristinaJ. Bittenbender, Mary P. Bolton, Paul A. Branstad, Emily Hodge Brasfield, Clark E. and Pauline S. Bruner, Linda S. Cardellini, J. W. and Karla P. Cardwell, Marjorie M. Carlson, Donald J. and Annamarie G. Chick, Kay and Lee Chilcote, Lee A. and Emily K. Chilcote, Jr., Barbara C. Clements, Patricia H. Coakley, Mary F. Conway, David A. and Deborah L. Daberko, William T. and Mary Catherine Doyle, M.J. Dulsdale, The Warren and Zoann Little Dusenbury Charitable Trust, Mr. and Mrs. Thomas J. Embrescia, Leslie L. Fincun, Dr. Richard E. and Janice C. Gift, Mr. and Mrs. Alexander Ginn, Girl Scout Troup #1066, Josephine S. Haddad, Mr. and Mrs. Patrick A. Hammond, Robert R. and Jean M. Hartson, Mr. and Mrs. Richard W. Haverland, George M. and Pamela S. Humphrey Fund, Ruth B. Hutchinson,

Nestor B. Betzold Trust, SI13,267 Donor: Nestor B. Betzold Estate Use of Income: Restricted for child welfare in the Greater Cleveland area Ada G. Bruce Fund, $100,000 Donor: Ada G. Bruce Estate Use of Income: Restricted for aged and children Clevite Welfare Fund, $35,000 Donor: Clevite Welfare Fund Use of Income: Designated for Metropolitan General Hospital Burn Unit Harold R. Greene Fund. $421,652 Donor: Harold R. Greene Trust Use of Income: Unrestricted charitable purposes

Euclid’s PALS pro gram is using a videodisc/com puter-based. inter active system to teach functionally illiterate adults arid adolescents to read and write.

Katharine L. Hyde, Susan F. Jacobson, Elizabeth Flory Kelly, Janet T. Kibler, Sandra I. Kiely, Martin J. Klissaroff, Marsha L. Kunz, Laura of Pembroke, Inc., Little Tikes Company, Mr. and Mrs. Ralph G. Loretta, Ruth T. Lucas, John T. and Kathryn Makley, W.J. Barlow McWilliams, Mr. and Mrs. Keith C. Moore, Jr., Mr. and Mrs. John C. Morley, Bert W. and' Marjorie M. Moyar, The Murch Foundation, The Norweb Foundation, Frank B. O’Brien, Richard and Elizabeth A. Ostuw, Outcalt Charitable Fund, Stanley D. and Judy R. Pace, Timothy K. and Linda S. Pistell, Dr. and Mrs. R.S. Plimmer, Premier Industrial Foundation, Clara Rankin, Melinda M. Rath, Ann Saunders, David A. Schaefer, Samuel W. and Dana M. Schaul, Sally Reddig Schulze, Ph.D., Mr. and Mrs. William F. Scully, Jr., The Elizabeth and Ellery Sedgwick Fund, Shirley A. Shiffman, Dr. and Mrs. Norman J. Snow, Paul W. and Colleen K. Springer, Cara Smith Stirn, John E. and Alexa C. Sulak, Mr. and Mrs. Michael J. Tabor, Mr. and Mrs. William W. Taft, Dr. and Mrs. Paul C. Taylor, Mr. and Mrs. Scott Terhune, Martha Patt Thompson, Margaret Tippit, The Treuhaft Foundation, The TreuMart Fund, Nancy C. Wamsley, John D. and Margaret S. Wheeler, Thomas White Charitable Trust, Steven R. Wiesenberger, Perry and Ann Wydman, Perry B. Wydman Cuyahoga County Public Library Endowment Fund, $1,025 Donors: Sylvia K. Adler, A.W. Benkendorf, William E. and Marie S. Braun, Commercial Property Services, Inc., AlexandraJ. DeCredico, Greater Cleveland Chapter of ORTA, GTR Cleveland Chapter of Retired Officers, Tom Hinson, Frank and Pollee P Hruby, Jr., Robert J. and Virginia R. Izant, Laurel School, Joseph J. and Theresa LoPresti, Joyce E. Mann, Jim Parkins, EdnaC. and B.R. Parkins, Gehring C. and Linda E. Prouty, George F. and Sabra H. Qua, Louise S. Richards, Robert J. and Arlene Schwartzenberg, Barry L. and Wendy J. Springel, Robert V. Spurney, M.D., Wilbur E. and E. Janet Stewart, Margie Sturm, L.C. Turnock, Josephine Zuppan The Intermuseum Conservation Association Endowment Fund, $75,190 Donors.- Adler Galvin Rogers, Incorporated; The Louise H. and David S. Ingalls Foundation, Incorporated; The Intermuseum Conservation Association and The Seymour H. Knox Foundation, Incorporated Ruth A. Matson Fund, $1,321 Donor: Ruth A. Matson Estate John H. and Beatric C. Moore Fund, $6,946 Donors.- John H. Moore Estate and Beatrice C. Moore Trust The Fred 0. and Lucille M. Quick Fund, $1,000 Donor.- Elizabeth A. Quick

ESTABLISHED FUNDS Morris Abrams Fund Academy of Medicine, Health Education Foundation Fund Rhoda L. Affelder Fund Alcoholism Services of Cleveland, Inc. Wickham H. Aldrich Fund Eunice Westfall Allen Memorial

The Children Forever Endowment Fund The Children’s Theatre Endowment Fund of The Cleveland Foundation The Adele Corning Chisholm Memorial Fund Garnetta B. Christenson and LeRoy W. Christenson Fund Mr. and Mrs. Harold T. Clark Fund Inez and Harry Clement Award Fund

Samuel Westfall Allen Memorial

Cleveland Conference for Educational Cooperation Fund

Lydia May Ames Fund Raleigh F. Andrie Memorial Fund Marguerite E. Anselm Memorial

Cleveland Guidance Center Endowment Fund Cleveland Heights High School Scholarship Fund

Katherine B. Arundel Fund

The Cleveland Foundation Special Fund No. 4 Cleveland Psychoanalytic Society Fund The Cleveland Sorosis Fund

Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund Leonard P. Ayres Memorial Ruth and Elmer Babin Fund

Cleveland War Memorial Clevite Welfare Fund

A.D. Baldwin Memorial Fund Arthur Cobb Memorial Robert K. Beck Memorial Fund Arthur Cobb, Jr. Memorial The Beckenbach Scholarship Memorial Fund Florence Haney Cobb Memorial Nestor B. Betzold Trust Louise B. Cobb Memorial Hattie E. Bingham Fund Mary Gaylord Cobb Memorial Beulah Holden Bluim Memorial Mavis Cobb Memorial Arthur Blythin Memorial Percy Wells Cobb Memorial Robert Blythin Memorial Ralph W. Cobb, Jr. Memorial Ernest J. Bohn Memorial Fund Dr. Harold N. Cole Memorial Newell C. Bolton Fund Cole National Corp. Fund Helen R. Bowler Fund Lawrence E. Connelly Memorial Nap. H. Boynton Memorial Fund Judge Alva R. Corlett Memorial Alva Bradley Memorial Mary B. Couch Fund Brigham Britton Fund Jacob D. Cox, Jr. Memorial Marie H. Brown Fund The Eileen H. Cramer and Marvin Ada G. Bruce Fund H. Cramer Fund Charles F. Buescher Memorial Willis B. Crane Memorial Thomas Burnham Memorial Fund Dr. Wilbur S. Crowell Memorial Elizabeth A. Burton Memorial Marianne North Cummer Memorial Edmund S. Busch Fund Glenn A. Cutler Memorial Robert H. Busch Scholarship Fund Cuyahoga County Public Library7Endowment Carmela Cafarelli Fund Fund of The Cleveland Foundation Marian M. Cameron Fund Nathan L. Dauby Memorial Edna L. and Gustav W. Carlson Foundation Mary E. Dee Memorial Fund Memorial Fund Carl Dittmar Memorial Leyton E. Carter Memorial Fund Magdalene Pahler Donahey Fund Mary Catherine Carter Fund AnnaJ. Dorman and Pliny 0. Dorman George S. Case Fund Memorial Fund Isabel D. Chamberlin L. Dale Dorney Memorial Fund Fred H. Chapin Memorial James J. Doyle and Lillian Herron Doyle Scholarship Fund Robert J. Drake Memorial Charles A. Driffield Memorial Fund Bruce S. Dwynn Memorial Fund Mary Lenore Harvey Eckardt Fund Kristian Eilertsen Fund Irene C. and Karl Emmerling Scholarship Fund Charles Farran Fund £ Arthur H. Feher Fund The Foundation was William S. and Freda M. Fell Memorial Fund the majorfunder Herold and Clara Fellinger Charitable Fund Sidney B. Fink Memorial o/The Encyclopedia Kathleen Holland Forbes Music Fund of Cleveland His Percy R. and Beatrice Round Forbes tory, thefirst urban Memorial Fund history in thisfo r Frances B. and George W. Ford Memorial Fund mat to appear in Gladys J. and Homer D. Foster Fund the U. S.

THE----------ENCYCLOPEDIA OF CLEVELAND HISTORY

Harriet R. Fowler Fund Katyruth Strieker Fraley Memorial Annie A. France Fund Hermine Frankel Memorial I. F. Freiberger Fund Mrs. I.F. Freiberger Memorial Winifred Fryer Memorial Fund Frederic C. Fulton Fund Doclie Gallagher Memorial Fund Florence I. Garrett Memorial Emil and Genevieve Gibian Fund Frank S. Gibson Memorial Fund Ellen Gardner Gilmore Memorial Frances Southworth Goff Memorial Robert B. Grandin Memorial Harold R. Greene Fund James L. Greene Memorial Bell Greve Memorial Fund Robert Hays Gries Memorial Carolyn K. Grossman Fund Isador Grossman Memorial Fund MarcJ. Grossman Fund Maxine Y. Haberman Fund Jessie Haig Memorial Florence Hamilton Memorial Leonard C. Hanna, Jr. Cleveland Play House Fund The Leonard C. Hanna, Jr. Special Fund Janet Harley Memorial Fund Mr. and Mrs. Roy G. Harley Fund H. Stuart Harrison Memorial Fund Mrs. Ward Harrison Memorial F.H. Haserot Fund Homer H. Hatch Fund Lewis Howard Hayden and Lulu May Hayden Fund Nora Hays Fund Iva L. Herl Fund The Clifford B. Hershik Memorial Fund The Siegmund and Bertha B. Herzog Endowment Fund James R. Hibshman Family Trust Highland View Hospital Employees’ Fund Albert M. Higley Memorial Albert M. and Beverly G. Higley Fund Mary G. Higley Fund Reuben W. Hitchcock Fund Mary Louise Hobson Memorial Fund Mr. and Mrs. Arthur S. Holden Fund Cora Millet Holden Memorial Guerdon S. Holden Memorial Helen M. Holland Memorial Dr. John W. Holloway Memorial Fund John W. Holt Memorial Mrs. John H. Hord Memorial A.R. Horr Fund Joseph C. Hostetler Memorial Gilbert W. Humphrey Memorial Fund The Intermuseum Conservation Association Endowment Fund Mrs. Ray Irvin Memorial Earle L. Johnson and Walter Sawtelle Doan and Ella P. Doan Memorial Fund J. Kimball Johnson Memorial Fund

TheJ. Kimball Johnson Memorial Fund James K. Johnson, Jr. Memorial Fund Minerva B. Johnson Memorial Fund Virginia K. Johnson Memorial Fund Florence Jones Memorial The Thomas Hoyt Jones Family Fund The Virginia Jones Memorial Fund Mr. and Mrs. Sidney D. Josephs Fund Albert B. and Sara P. Kern Memorial Fund Joseph E. Kewley Memorial Fund Orrin F. Kilmer Fund D. D. Kimmel Memorial Fund Quay H. Kinzig Memorial Thomas M. Kirby Memorial Dr. Emmanuel Klaus Memorial Fund Samuel B. Knight Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund Richard H. Kohn Fund Samuel E. Kramer Law Scholarship Fund Mary Kopec Kreicher Fund George H. Lapham Fund Mr. and Mrs. Robert S. Latham Fund Dr. and Mrs. Robert H. Lechner Fund Margaret Irene Leslie Fund Mrs. Howell Leuck Fund The Jon Lewis Fund James S. Lipscomb Memorial Fund Daniel W. Loeser Fund Meta M. Long Fund The Chalmer F. Lutz Fund The William Fred Mackay and Cora Carlisle Mackay Memorial Fund Anna Mary Magee Memorial Fund George A. and Mary E. Marten Fund Mrs. E.O. Marting Memorial Ruth A. Matson Fund The Frederick R. and Bertha Specht Mautz Scholarship Fund Erma L. Mawer Fund Malcolm L. McBride andJohn Harris McBride II Memorial Fund Thomas McCauslen Memorial Dr. Jane Power McCollough Fund Mrs. E.P. McCulIagh Memorial Emma E. McDonald Fund Heber McFarland Fund Hilda J. McGee Fund Gladys M. McIntyre Memorial Fund W. Brewster McKenna Fund The Howard T. McMyler Fund Anna Curtiss McNutt Memorial Medusa Fund Charles E. Meink Memorial William J. Mericka Memorial The Grace E. Meyette Fund Herman R. and Esther S. Miller Memorial Fund Francis Charlton Mills, Jr. Fund Emma B. Minch Fund John A. Mitchell and Blanche G. Mitchell Fund Harry F. Miter Memorial Helen Moore Fund John H. and Beatrice C. Moore Fund

2 Bravo Cleveland!: Out-of-town arts editors and writers sample the treasures of the Cleveland Museum ofArt at the elbow ofDirec tor Evan Turner.

Daniel E. Morgan Memorial Fund Mary MacBain Motch Fund Ray E. Munn Fund John P Murphy Memorial Frank A. Myers Fund Christopher Bruce Narten Memorial The National City Bank Fund Harlan H. Newell Memorial Harold M. Nichols Fund Jessie Roe North and George Mahan North Memorial Fund Fay-Tyler Murray Norton Fund James A. (Dolph) Norton Fund John F. Oberlin and John C. Oberlin Fund Ohio Nut and Bolt Company Fund The Ohio Scottish Games Endowment Fund John G. and May Lockwood Oliver Memorial Fund William J. O’Neill Memorial Fund Ethelwyne Walton Osborn Memorial Erla Schlather Parker Fund The Pasteur Club Fund Charles J. and Marian E. Paterson Fund Blanche B. Payer Fund Caroline Brown Prescott Memorial Fund Mary Dunham Prescott Memorial The George John Putz and Margaret Putz Memorial Fund The Fred 0. and Lucille M. Quick Fund Omar S. Ranney Memorial Grace P. Rawson Fund Hilda Reich Fund Leonard R. Rench Fund Marie Richardson Memorial Fund Minerva P. Ridley Fund Edna A. Rink Fund Orra M. Risberg Memorial Gertrude M. Robertson Memorial Helen D. Robinson Fund Clarence A. Roode Memorial Elizabeth Becker Rorabeck Fund Edward L. Rosenfeld and Bertha M. Rosenfeld Fund Dr. A.T. Roskos Fund Dorothy and Helen Ruth Fund St. Barnabas Guild for Nursing Fund Virginia Salay Memorial Fund Janet Coe Sanborn Fund Mrs. Raymond T. Sawyer Memorial

Oliver H. Schaaf Fund

Philip R. and Mary S. Ward Memorial Fund

Cornelius G. Scheid Memorial Fund The Robert N. Schwartz Fund for Retarded Children

Cornelia Blakemore Warner Memorial Fund Helen B. Warner Fund

The first supporting organization of The Cleveland Foundation was created in 1973 by John and Frances Stanley H. Watson Memorial Wick Sherwin. In that year, after 20 Alice Duty Seagrave Foreign Study Fund Frank Walter Weide Fund years of operation as a family foun Kurt L. and Lela H. Seelbach Harriet and Arthur Weiland Fund dation, The Sherwick Fund became Warner Seely Fund The Harry H. and Stella B. Weiss the first private foundation in the Arthur H. Seibig Fund Memorial Fund country to gain affiliation with a Mrs. Louis B. Seltzer Memorial Caroline Briggs Welch Memorial The Arthur and Agnes Severson Memorial Fund Burt Wenger Fund community trust. The trustees of Annette S. Shagren Memorial The Sherwick Fund approve grants Leroy A. Westman Fund Glenn M. and Elsa V. Shaw Fund S. Burns and Simonne H. Weston Fund for a variety of educational, health, Nina Sherrer Fund Lucius J. andJennie C. Wheeler Memorial Fund social services and cultural arts pro James Nelson Sherwin Fund Elliott H. Whitlock Memorial grams. In 1987, 37 grants were The John and Frances W. Sherwin Fund Mary C. Whitney Fund approved totaling 1591,050. Cornelia Adams Shiras Memorial Dr. Thomas Shupe Memorial Fund Samuel Silbert Fund David G. Skall Memorial

Mr. and Mrs. Paul T. Skove Fund Josephine R. and Edward W. Sloan, Jr. Fund Small Business Advancement Fund for Education and Economic Development Social Work Scholarship Fund Society for Crippled Children—Tris Speaker Memorial Fund Society National Bank Fund Meade A. Spencer Memorial Virginia Spriggs Fund The Miriam Kerruish Stage Fund Belle Bierce Stair Memorial Frederick S. Stamberger Memorial Rhoda R. Stamm Fund Nellie Steele Stewart Memorial The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Esther H. and B.F. Stoner Memorial Fund Vernon Stouffer Memorial Fund Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund The Ignatz and Berta Sunshine Fund Joseph T. Sweeny Memorial

The Marian L. and Edna A. Whitsey Fund R.N. and H.R. Wiesenberger Fund Lewis B. Williams Memorial Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Fund James D. Williamson Fund Ruth Ely Williamson Fund Marjorie A. Winbigler Memorial John W. Woodburn Memorial Nelle P. Woodworth Fund Dorothy Young Wykoff Memorial Leward C. Wykoff Memorial Frederick William York Fund Dr. Edward A. Yurick Fund Herbert E. and Eleanor M. Zdara Memorial Fund Ray J. Zook and Amelia T. Zook Fund

SUPPORTING ORGANIZATIONS

even supporting organiza tions were affiliated with

The Goodrich Social Settlement

was also a private foundation prior to its affiliation in 1979 with The Cleveland Foundation. Grants approved by the trustees of this Fund benefit, but are not limited to, The GoodrichGannet Neighborhood Center and the Lexington-Bell Community Center. Ten grants totaling $55,295 were authorized in 1987. The five remaining supporting organizations became affiliated with the Foundation without prior philan thropic structure. The Elizabeth and Ellery Sedgwick Fund was created by the Sedgwicks in 1978. In 1987 the Fund benefited general charitable activities in the Cleveland area with 11 grants totaling $84,000.

The Alton F. and Carrie S. Davis Fund, created in 1979, supported four

organizations during 1987 for a vari ety of cultural and charitable activi ties. Grant awards totaled $10,030. in 1987. These organizations have Charles Farrand Taplin and Elsie H. Taplin Fund Another source of philanthropic C. F. Taplin Fund committed their assets to the benefit dollars for the Cleveland area is Jessie Loyd Tarr Memorial and charitable purposes of the Foun The Wolpert Fund , created in 1980 Elizabeth Bebout Taylor Memorial by Samuel and Roslyn Wolpert. Mary J. Tewksbury Fund dation and are classified under Twenty-three grants were approved Allison John Thompson Memorial Fund Section 509(a)(3) of the Internal Chester A. Thompson Fund in 1987, providing $55,750 for civic, Margaret Hayden Thompson Fund social services, cultural and educa Revenue Code. Each supporting Sarah R. Thompson Fund tional programs. organization retains a separate Homer F. Tielke Fund The first supporting organization Maud Kerruish Towson Memorial identity, enabling itsfounders to in the country to become affiliated Stephen E. Tracey and Helen Oster Tracey Fund with both a community foundation maintain an active interest in phil Jessie C. Tucker Memorial Fund and another charity was The TreuIsabelle Tumpach Fund anthropy during their lifetimes, Mart Fund. Established in 1980 by Jeffrey D. and Kristin L. Ubersax Fund while enjoying the public charity Elizabeth M. and the late William C. The Charles F. Uhl and Carl F. Uhl Memorial Fund Treuhaft, The Treu-Mart Fund is a status and staffservices of The Leo W. Ulmer Fund supporting organization of both The Cleveland Foundation. ■ New gifts Cleveland Foundation and The Jewish United Methodist Women Church of The Saviour Fund totaling $756,782 were added to the Community Federation of Cleveland. Christian and Sophia Vick Memorial Fund In 1987 the trustees of the Fund asset base of the supporting organi Malcolm B. Vilas Memorial

The Cleveland Foundation

zations in 1987.

approved 12 grants for diverse charitable activities in the Cleveland area, totaling $136,000. In late December 1984 The McDonald Fund, created by Charles McDonald, became the newest sup porting organization of The Cleve land Foundation. The McDonald Fund currently focuses on encouraging small business development in the city of Cleveland. In 1987, two grants were made totaling $127,980. Detailed listings of the 1982-86 grants of The Sherwick Fund, The Treu-Mart Fund and The Wolpert Fund may be found in biennial re ports published separately and avail able at The Cleveland Foundation.

DONOR-ADVISOR FUNDS ontinuing the Foundation's tradition of encouraging m charitable giving the Foun dation ’s Distribution Committee decided in 1985 to create a DonorAdvisor Fund program which per

Anna Kisselgoff of The New York Times called Cleveland’s new Tom Evert Dance

ADDITIONS TO EXISTING FUNDS: NEW FUNDS RECEIVED:

Company “amaz

Griswold Family Fund, 119,000

ingly inventive

ESTABLISHED FUNDS: The Campopiano Family Fund The Cleveland Foundation Special Fund No. 3 The James E. and Isabelle E. Dunlap Fund Griswold Family Fund Norman Klopp Family Fund Leaderson Fund Thornton D. McDonough Family Fund Andrea and Elmer Meszaros Fund William A. and Margaret N. Mitchell Fund F. James and Rita Rechin Fund Stewart L. and Judith P. Rice Fund

Cleveland School Budget Coalition, $2,000 Use of Income: To improve understanding of and active parent involvement in the budget allocations of Cleveland Public Schools. Donor: The George Gund Foundation Local Area Arts Project, $20,000 Use of Income: Local area arts study Donor: City of Cleveland Northern Ohio Gives, $40,000 Use of Income: Regional participation in national “ Measurable Growth Project” of the Independent Sector Donors: The George Gund Foundation, Ohio Bell Foundation and United Way Services

ADDITIONS TO EXISTING FUNDS:

Roulston Family Fund

Arts Study Fund, $10,000

Roulston Family Fund No. 2

The Cleveland Foundation Special Fund No. 2, $65,000

mits a donor to participate in an

Rukosky Family Fund

advisory capacity in decisions con

R.H. Smith Family Fund

Cleveland Neighborhood Partnership Program, $100,000

Wellman Philanthropic Fund

Suzanne and Michael J. Hoffmann Fund, $529

Wipper Family Fund

Robert R. and Ann B. Lucas Fund, $1,740

he or she has established. A Donor-

The Robert J. andJanet G. Yaroma Family Fund

Advisor Fund receives both thepublic

NONTRUST FUNDS

ESTABLISHED FUNDS:

cerning distributionsfrom thefund

charity status and professional staff services of The Cleveland Founda tion. A Donor-Advisor Fund can perpetuate the donor's name or the name ofan individual chosen by the donor, while providing grants to the community each year. The donor receives an income tax deduction for thefu ll amount of the contribution even though six per cent of thefund’s assets w ill be dis tributed to charitable organizations annually over a period ofyears.

■ jjf f

American Foundation Fund Arts Study Fund

he Cleveland Foundation Associated Grocery Manufacturers also holds gifts not imme-

Representative Fund The Cleveland Foundation Special Fund No. 1

u diately established as trusts,

The Cleveland Foundation Special Fund No. 2

or which are to be distributed over a

Cleveland Neighborhood Partnership Program Mary P. and Edward M. Foley Fund

specified period of time. Thesefunds

The Holsey Gates Residence Preservation Fund

are named eitherfor their donor or

Suzanne and Michael J. Hoffmann Fund

for the recipient organization they

Robert R. and Ann B. Lucas Fund New Cleveland Campaign Fund

benefit. In those instances where the

Neighbors Against Racial Violence Fund

donorprefers to remain anonymous,

The New York Community Trust

thefund is accepted as a special

Shaker Heights Drama Fund

fund of The Cleveland Foundation. ■ In 1987 the value ofnew accounts and additions to existing accounts totaled $239,269-

...

<2 modern dance

troupe worth following. ’ ’

THE DISTRIBUTION COMMITTEE

The Cleveland Foundation is governed by an 11-person Distribution Committee. Its members, who setpolicy and allocate fund income and principal, are chosen fo r their knowledge of the community.

Richard W. Pogue

Chairperson Appointed 1979 by the Trustees Committee; reappointed 1983

John J. Dwyer

Rev. Elmo A. Bean

Appointed 1987 by the Vice Chairperson ChiefJustice, Court of Appointed 1984 by the President of the Federation Appeals, 8th Appellate for Community Planning District of Ohio.

U Dick Pogue is managing

■ Jack Dwyer is a past

■

partner of the interna

president and chief execu

African Methodist Episcopal

Pastor of St. James

Five are appointed by the Trustees Com

tional law firm of Jones,

tive officer of Oglebay

Church, Rev. Elmo Bean

mittee, comprised of the chief executive

Day, Reavis & Pogue, the

Norton Company and is

also serves as vice chair

nation’s second largest

associated with the law

of the Cleveland chapter

law firm. He serves as a

firm of Thompson, Hine

of Partners in Ecumenism,

officers of the Foundation’s trustee banks. Five are appointed by public officials,

director of Ameritrust

and Flory. He chaired The

a national coalition of

and together select a sixth person with

Corporation, Environ

Cleveland Education

black churchpersons who

a background in philanthropy. A ll serve

mental Treatment & Tech

Fund, and the Greater

are concerned with social,

withoutpay, normallyfo r a five-year

nologies Corporation,

Cleveland Growth Asso

economic and political

term, and fo r a maximum of 10years.

Ohio Bell Telephone

ciation, and served as a

change. He is a member

Company, Redland Corpo

director of the Cleveland

of Ministers' Action Pro

ration, and Rotek Incor

Cuyahoga County Port

gram, a coalition of local

porated. He chairs the

Authority. He is currently

ministers organized to

Greater Cleveland Round

a director of Acme-

deal with issues and

table as well as various

Cleveland Corporation,

problems in the Greater

other organizations in

Ameritrust Corporation

Cleveland community; a

cluding the Advisory

and Diamond Crystal Salt

counselor for Cleveland

Council of Cleveland

Company, and serves as a

Counseling Service; and

Ballet. Long concerned

trustee of DePauw Uni

past president and vice

with Cleveland’s economic

versity, University Hos

president of local branches

recovery, he chaired

pitals, The Musical Arts

of the NAACP in Delaware

Cleveland Tomorrow’s re

Association, Playhouse

He has also chaired the

cent strategy study look

Square Foundation,

board of directors of

ing ahead to the next five

Greater Cleveland Round

HARAMBEE: Services to

years of our community.

table and Notre Dame

Black Families, an agency

College.

that arranges the adop tion of black children who are wards of the county and state.

James M. Delaney Appointed 1986 by Mayor Voinovich. ■

Jim Delaney, area man

aging partner of Deloitte Haskins + Sells, served as financial supervisor to the commission over seeing the City’s fiscal recovery. He has chaired the Mayor’s screening committee for selecting directors of finance and the Office of Budget and Management, and cur rently chairs the Mayor's Volunteer Effort Program. He has served as vice chair of the Greater Cleve land Growth Association and is a member of its Executive Committee. His special concern for edu cation and youth has led to his present roles as vice president of Youth Oppor tunities Unlimited and trustee of Beaumont School and John Carroll Univer sity. He also chairs Case Western Reserve Univer sity’s Advisory Council for its Graduate Five-Year Accountancy Program and serves on the Visiting Committee for the School of Management.

Henry J. Goodman

Sally Kenny Griswold

Appointed 1978 by Appointed 1982 by the Committee of Five Distri the Trustees Committee; bution Committee Members reappointed 1985 ■ Henry Goodman is

■ Sally Griswold is an

president of H. Goodman,

honorary trustee of John

Roy 11. Holdt

Appointed 1982 by the Trustees Committee

E. Bradley Jones

Appointed 1982 by the Trustees Committee; reappointed 1987

Adrienne Lasb Jones

Harvey G. Oppmann

Lindsay Jordan Morgentbaler

chairman of the board and

■ Brad Jones, the former

Appointed 1988 by the ChiefJudge, U. S. District Court, Northern District of Ohio

chief executive officer of

chairman of the Republic

■ Adrienne Jones is an

White Consolidated Indus

Steel Corporation, currently

assistant professor in the

who has organized several

tries. He was named 1985

serves as a director of

Department of Black

of Cleveland’s most suc

Business Executive of the

National City Corporation,

Studies at Oberlin College

cessful benefits. She is at

■ Roy Holdt is retired

Appointed 1984 by the Trustees Committee ■ Lindsay Morgenthaler is a well-known civic leader

Appointed 1981 by the PresidingJudge, Probate Court of Cuyahoga County; reappointed 1985 ■ Harvey Oppmann is the owner and developer

Inc. He pursues a special

Carroll University (of which

interest in health issues

she is past president of

as vice chair of the Health

the board), a member of

Services Association of

the Visiting Committee

Year by the Sales and

National City Bank of Cleve

and holds a Ph.D. in

present a trustee of Play

Northeast Ohio, and as a

of the College of Urban

Marketing Executives of

land, TRW Inc., Cleveland-

American Studies from

house Square Foundation,

member of both the Ex

Affairs at Cleveland State

Cleveland. Besides serving

Cliffs Inc., NACC0 Indus

Case Western Reserve

Case Western Reserve Uni

tries, Inc. and as a trustee

University. She serves on

versity, Leadership Cleve

Company, Centerior Energy

of First Union Real Estate

the Ohio Humanities

land and Cleveland Ballet.

Company, Republic Metals

Investments. He serves as

Council and the advisory

She is also a longtime

Incorporated and LTV

a trustee of The Cleveland

council of the Cleveland

trustee of Pittsburgh's Car-

Corporation, he is a

Museum of Art, The Mu

Museum of Art and has

negie-Mellon University,

sical Arts Association and

been very active with the

where she currently chairs

Playhouse Square Foun

Young Women's Christian

the President's Circle, and

Association as vice presi

WVIZ-TV, for which she

dent of its national board

headed up two highly suc

Cleveland Clinic Founda

of directors (1976-82) and

cessful auctions. She is a

tion. He is also a member

vice president of the

past president of the Great

of the Ten Plus Executive

Cleveland chapter's board

Lakes Theater Festival,

Committee of United Way

of directors (1968-72).

where she served as a

Services and vice presi

She is also a former board

trustee for 21 years.

dent of the Board of

member of Karamu House,

School, the Cleveland

Cleveland's University

United Way Services and

Scholarship Programs

School.

the Federation for Com

and the Western Reserve

munity Planning.

Historical Society.

ecutive Committee of Mt. Sinai Hospital and the Ad

University, and a member of the Delegate Assembly

visory Board of the Cystic

of United Way Services.

Fibrosis Foundation. He

Pursuing a longtime spe

also serves as a member

cial interest in health and

as a director of Ameritrust

of the Operations Com

aging, she is currently

trustee of Dyke College

mittee and Board of

active on the Women's

and Playhouse Square

Trustees of United Way Services, as treasurer of the Council of Jewish Federations, board chair of Cleveland State Univer sity, and as a trustee of the North Coast Develop ment Corporation. He is a past president of the Jew

Council of the Golden Age Centers of Greater Cleveland, the Advisory Committee of the Region al Perinatal Network at Case Western Reserve University's School of Medicine, and the Devel opment Committees of St.

ish Community Federa

Luke's Hospital and the

tion of Cleveland and also

Young Women's Christian

of the Northeast Ohio

Association, and is a di

Hillel Foundation.

rector of The Ohio Motorists

Foundation. He holds the Croix de Guerre with Bronze Star from the French Government.

dation and vice president of the Board for The

of various real estate proj ects here and in other cities around the U.S. in cluding the rehabilitation and remodeling of The Arcade and the Dearborn Street Station and Re liance Building in Chicago. He chairs the Ohio Build ing Authority, in which capacity he has overseen the construction of S800 million in state buildings. An active civic leader with a special interest in edu cation and culture, he is also board chair of the Cleveland Institute of Art and a trustee of Hawken

Association.

THE PROGRAM STAFF

One of the advantages of making a gift to The Cleveland Foundation is that the donor gains the benefit of the diligent

Steven A. Minter

Director

Susan N. Lajoie

Assistant Director

Patricia Jansen Doyle Robert E. Eckardt Program Officer, Cultural Affairs

Program Officer, Health

master's degree in public

■

Ph. D. in public policy from

■

health and a certificate in gerontology from the Uni

Susan Lajoie holds a

Pat Doyle holds a

services of the Foundation’s program

Cleveland Foundation in

thejohn F. Kennedy School

bachelor’s degree in jour

staff who bring to their work with grant

1984. He holds a master’s

of Government at Harvard

nalism from the University

seekers, funders and other agencies, an impressive set of credentials. The widely varied educational background, work

H Bob Eckardt holds a

■ Steve Minter became the 7th director of The

of Kansas City and was a

versity of Michigan. He spent two years in Europe

degree in social adminis

University. Before joining

tration from Case Western

the Foundation in 1978

Professional Journalism

Reserve University’s

as a consultant (later be

Fellow at Stanford Univer

as a Thomas J. Watson

School of Applied Social

coming program officer for

sity. Before joining the

Fellow studying care of the elderly. Before joining the Foundation in 1982,

experience and community involvement

Sciences. Before joining

Higher Education and

Foundation in 1975, she

of the Foundation’s officers and other

the Foundation in 1975,

then Economic Develop

was education editor for

key personnel also contribute in impor

he was director of the

ment), she held a faculty

The Kansas City Star and

he was a planning asso

tant ivays to the multifaceted life of a

Cuyahoga County Welfare

position at the University

director of programming

ciate at the Federation for

Department, and Com

of Massachusetts. She has

for Kansas City's public

Community Planning and

missioner of Public Wel

also served as president

television station. She has

a consultant to the Benja

fare for Massachusetts.

of the American Society

also served as president

The first Under Secretary

for Public Administration,

of the National Council

currently a doctoral can didate in health policy at

communityfoundation.

min Rose Institute. He is

Margaret M. Caldwell Special Assistant to the Director ■

Peggy Caldwell holds

a bachelor's degree in Russian as well as Slavic and East European Studies from Vanderbilt University and has done graduate work in political science at the University of Ken tucky. An award-winning journalist, she served as national editor for

Edu

cation Week., education reporter for The Louis ville Times and freelance contributor to The New Republic and Northern Ohio LIVE. Since she joined

of the newly formed U.S.

Northeast Ohio Chapter,

for Advancement of Edu

Department of Education

project manager for the

cation Writing (1974-76).

the University of Michigan

(1980-1981), he is vice

Regional Economic Issues

Currently she is a consul

and is a member of the

the Foundation in 1985,

chair of the Governor’s

Program and participated

tant to the National Endow

Steering Committee of

her projects have included

Citizens' Commission on

in Leadership Cleveland

ment for the Arts and a

(1986-87).

member of the board of

grantmaking in elementary

Grantmakers in the Arts.

and secondary education.

Education 2000. He also serves on the boards of

Grantmakers in Aging.

Goodyear Tire and Rub ber Company, Ohio Bell Telephone Company, So ciety National Bank and Society Corporation, The College of Wooster and Independent Sector.

Janice M. Cutrigbt

Manager, Grant Services ■ Janice Cutright holds

Goldie K. Alvis

Program Officer, Social Services

a bachelor’s degree in

■ Goldie Alvis holds a

English from Cleveland

doctorate in jurisprudence

State University. Having

from Cleveland-Marshall

come to the Foundation

Law School and a master

in 1975, she was later to

of science degree in social

help plan and develop the

administration from Case

grant-related phases of

Western Reserve Universi

the Foundation's first com

ty's School of Applied Social

puter system, subsequently

Sciences. She has pursued

taking on supervisory

postgraduate studies at

responsibilities for docket,

CWRU in creative problem

grant-management and

solving, organizational

word-processing systems

management, management

and specific responsibilities

by objective and micro

for computer develop

systems. Before joining the

ment and grant-related

Foundation in 1985, she

computer applications.

was coordinator for com munity affairs with the Cuyahoga County Depart ment of Human Services.

policy development and

DennisJ. Dooley

Marjorie M. Carlson ■ Marge Carlson holds a

■ Roberta Allport holds

H Barbara Deerhake

B Carol Willen holds a

■ Dennis Dooley, who

■ Victor Young holds a

master's degree in speech

a bachelor's degree in

Ph.D. in Romance lan

joined the Foundation in

holds a master’s degree

master's degree in educa

pathology from Case

English literature and

1984, is the author of the

from Ohio State University

guages and literature

tion from Harvard Uni

Western Reserve University,

political science from

award-winning study

in home economics edu

from Harvard University

versity where he is a doc

and currently is a trustee

Gettysburg College. Since

cation. She taught home

and studied at the Bryn

toral candidate in the

of The College of Wooster

joining the Foundation in

management theory at

Mawrlnstitutd’Etudes

Graduate School of Edu cation, concentrating on

Community Relations Officer and Director of Publications

Dashiell Hammett and co-editor/author of

Executive Director Grantmakers Forum

Roberta W. Allport

Barbara Deerhake

Special Assistant to the Director

Carol Kleiner Willen

Program Consultant Program Officer, The L. Dale Dorney Fund Higher Education

Victor C. Young

Program Officer, Pre-Collegiate Education

and The Musical Arts As

1987, she has handled a

Bluffton College and has

Francaises d’Avignon in

sociation, as well as hon

wide variety of projects

worked on various proj

France. A past president

administration, planning

lection of essays examining

orary chairperson of The

including several special

ects for the State Depart

of the Cleveland Associa

an American myth. A

and social policy. Before

Junior League's Children’s

ized grants programs and

ment of Vocational Home

tion of Phi Beta Kappa,

joining the Foundation in

doctoral fellow in lan

Theatre Endowment Fund

representing the Founda

Economics. She is a past

she has taught in the

1987, he was director of

guages and literature at

Drive. She has served on

tion on Independent Sec

president of Findlay’s

departments of modern

Indiana University, he

the Mathematics and

the boards of the Cleve

tor's Public Information

United Way and the Findlay

languages at both Case

Science for Minority Stu

taught at Case Western

land Institute of Music,

and Education Committee

Service League, of which

Western Reserve University

Reserve before helping

dents Program at Phillips

the Junior Committee of

and the Council on Foun

she was named Outstand

and Cleveland State Uni

Academy in Andover,

The Cleveland Orchestra

dation's National Com

ing Volunteer in 1984.

versity. Before joining the

Massachusetts. He is a

and the American Red

munity Leadership Project.

She has held leadership

Foundation in 1987, she

co-founder and trustee of

Superman at Fifty, a col

Cleveland Maga zine and then Northern Ohio LIVE. He is complet launch

Cross, as well as on the

She was a research

positions with many

served as program officer

St. Philips Academy in

ing an unprecedented

Ohio Commission on Vol

analyst with the National

other organizations in

for the Premier Industrial

Newark, New Jersey, an

third term as program

untarism. She was presi

Security Agency in Fort

cluding the Findlay City

Foundation and executive

experimental elementary

chair of the nationally

dent of The Junior League

Meade, Maryland.

Schools and the Blanchard

director of The William

school for inner-city

syndicated City Club

of Cleveland 1984-86.

Valley Hospital Auxiliary.

Bingham Foundation.

youth.

Mary Louise Habn

John T. Mullen

Forum.

MichaelJ. Hoffmann Secretary and Donor Relations Officer

Jay Talbot

Program Officer, Civic Affairs

Philip T. Tobin

Treasurer and Administrative Officer

■ Jay Talbot holds a

■ Phil Tobin holds a

a master's degree in busi

master’s degree in busi

bachelor's degree in eco

ness administration from

nomics from Wharton

Case Western Reserve

Xavier University. Before

School of the University

University. He was admin

joining the Foundation in

of Pennsylvania. He served

istrative assistant to the

1984, he was the found

as a financial officer for

Cuyahoga County Board

ing executive director of

Sperry Rand-Univac and

of Commissioners and

the Cincinnati Institute of

was assistant to the vice

treasurer of the Cleveland

Justice and president of

president of finance for

■ Mike Hoffmann holds

Special Projects Officer H Mary Louise Hahn

Manager, Financial Services

holds a bachelor's degree

■

in French literature from

bachelor's degree in ac

"J.T." Mullen holds a

Hollins College and studied

counting from Cleveland

at L'Institute des Sciences

State University. He was a

Politiques in Paris. Prior

manager with Arthur

to joining the Foundation's

Young & Company before

staff in 1984, she served

joining the Foundation in

as a consultant to the

1987. He has also served

Foundation for juvenile

as director of accounting

Board of Education before

the Southwestern Ohio

General Tire and Rubber

coming to the Foundation

Council on Alcoholism.

Company, responsible for

in 1981. He served on the

He served as consultant

computer systems and

Ohio Bureau of Employ

to the National Com

financial analysis. Before

ment Services Task Force

mission on Campus Unrest

joining the Foundation in

(1983-84) and the Citi

in the 1970's and to The

1987, he was a department

zens League's Ohio Tax

Ford Foundation in devel

head for Oglebay Norton

Policy Committee and

oping the Police Founda

Company with responsi

helped plan administra

tion. He is a member of

bility for treasury services,

accounting within the

tive procedures for the

the Cuyahoga County

financial analysis, employee

nonprofit sector

Puerto Rico Community

Juvenile Court Citizens

benefits, investments and

Foundation.

Advisory Board.

risk management.

justice and youth services

for the Office of the Cuya

projects. She has chaired

hoga County Auditor. In

the Citizens Advisory Board

addition, he has partici

of the Juvenile Court of

pated in a variety of auto

Cuyahoga County and has

mated systems develop

served as a trustee of

ment and implementation

various social service and

projects with particular

arts organizations.

emphasis on fund

FINANCIAL REPORT

BALANCE SHEETS THE CLEVELAND FOUNDATION

REPORT OF ERNST & WHINNEY INDEPENDENT AUDITORS

The Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland Foundation Cleveland, Ohio

1986

1987

December 31

ASSETS 3,168,792

40,773 2,625,000

35,790,447

32,900,185

U. S. government obligations

64,369,962

51,133,428

40,890,526

39,607,972

from cash transactions, of The Cleveland Foundation

Bonds Common and preferred stocks

229,996,869

as of December 31, 1987 and 1986, and the related

Common trust funds

239,170,833 65,895,987 410,327,308

379,160,398 11,021,406

We have examined the balance sheets, arising primarily

statements of revenue, expenses and changes in fund balances for the years then ended. Our examinations were made in accordance with generally accepted auditing standards and, accordingly, included such

Cash Certificates of deposit Short-term investments

151,000

Securities— Note B:

7,090,203 2,523,568

Other investments— Note B Property and other assets

1459,051,318

58,422,129

938,883 $426,686,645

tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. The accompanying financial statements 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 prepare its financial statements 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. In our opinion, the financial statements referred to above present fairly the financial position, arising primarily from cash transactions, of The Cleveland Foundation as of December 31, 1987 and 1986, and the revenue, expenses and 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.

Cleveland, Ohio April 11, 1988

LLABILLTLES AND FUND BALANCES Accounts payable and accrued expenses Fund balances: Restricted for charitable purposes— Note E

136,572

466,893

457,979,757

425,194,140

374,140

415,043

560,849 458,914,746

610,569 426,219,752

1459,051,318

$426,686,645

Unrestricted: Operations Property

See notes tofinancial statements.

STATEMENTS OFREVENUE, EXPENSESAND CHANGES IN FUND BALANCES NOTES TO FINANCIAL STATEMENTS THE CLEVELAND FOUNDATION December 31, 1987

THE CLEVELAND FOUNDATION Year Ended December 31

1987

1986

$ 21,603,121

$ 6,283,603

REVENUE Received from donors Realized net gain from sale of assets— Note B Dividends Interest Common trust fund income Partial benefit income— Note C Distribution of estate income Other— Note B TOTAL REVENUE

11,210,985 5,460,606

7,229,514

6,867,692 3,008,516

3,544,797 5,297,825 1,147,372 3,472,051 107,463,490

5,065,071 1,266,080 582,290 39,744,843

staff expenses Other TOTAL EXPENSES EXCESS OFREVENUE OVER EXPENSES Increase (decrease) in unrealized net

Fund balances at end of year See notes tofinancial statements.

established under the provisions of Section 509(aX3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of the supporting organiza tions for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.

with generally accepted accounting principles on the accrual method; rather, it continues to be the Foundation's consistent policy to prepare its financial statements 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. Certain trusts, established for the benefit of The

1,347,815 74,402

20,999,671

19,054,821

1,123,504 188,166

1,013,035 177,424

396,765

373,894

280,839 135,715 24,744,008

261,649 93,833 22,396,873

MNOTEB— Securities and other investments are

82,719,482

17,347,970

reported at their market value. Securities traded on a national securities exchange are valued at the last reported

26,393,687

sales price on the last business day of the year; invest ments traded in the over-the-counter market and listed securities for which no sale was reported on that date are

gain on securities and other investments— Note B Fund balances at beginning of year

Wolpert Fund. The supporting organizations were

1,581,190 38,158

The Cleveland Foundation Committee or the Distribution Committee for

Salaries Employee benefits Occupancy and office expenses Professional and consulting fees and

The Goodrich Social Settlement Fund, The McDonald Fund, The Sedgwick Fund, The Sherwick Fund, and The

The financial statements are not intended to present financial position and results of operations in conformity

Authorized by trustee banks:

charitable purposes Administrative expenses:

of The Cleveland Foundation (“charitable corporation” ), The Cleveland Foundation (“community trust” ) and their affiliated supporting organizations: The Davis Fund,

59,307,832 5,860,978

EXPENSES Trustees’ fees Other expenses Payments under grants authorized by

NOTE A— The financial statements include the accounts

(50,024,488) 426,219,752 $458,914,746

382,478,095 1426,219,752

Cleveland Foundation (“community trust” ), have been excluded from the accompanying statements until such time as they have been formally transferred to The Cleveland Foundation.

valued at fair value based upon the most recently reported bid prices. Certificates of deposit and short-term invest ments are valued at cost which approximates market. Certain other investments are valued at fair value as deter mined by The Cleveland Foundation or its trustee banks. Realized net gain (loss) from sale of assets is the difference between net proceeds received and the cost of assets sold. The changes in the difference between mar ket values and cost are reflected in the financial state ments as increase (decrease) in unrealized net gain on securities and other investments.

MNOTE C— Partial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“community trust” ). The total market values of partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“community trust” ) ultimately will receive the entire income of such funds. In 1987 and 1986 The Cleveland Foundation (“community trust” ) received approximately 82 % of the aggregate income of the vari ous partial benefit funds. The market value of partial benefit funds was

1 (From left)Jean Lang Edna Deal

$129,663,178 at December 31, 1987 and 1135, 798,099 at

and Gloria Kish of

December 31, 1986.

the Foundation’s Financial Services department keep the grant monies flowing.

MNOTE D— The Cleveland Foundation has unpaid Cost of securities and other investments for the charitable corporation, the community trust and the

grant commitments of $18,943,000 and $14,841,000 at December 31, 1987 and 1986, respectively.

supporting organizations are: 1987

1986

U. S. government obligations Bonds Common and preferred stocks Common trust funds

1 62,601,973 42,226,033 142,891,055 53,230,969

$ 45,752,707 37,249,260

Other investments

300,950,030 6,505,767

219,053,756 10,965,876

5307,455,797

$230,019,632

December 31

93,167,625 42,884,164

Other revenue includes the excess of revenue over expenses of 12,851,615 and $291,325 in 1987 and 1986, respectively, of Foundation Properties, Inc., a whollyowned subsidiary of the charitable corporation accounted for using the equity method. In 1987, operating results of Foundation Properties, Inc. include $2,583,680 related to the gain on the sale of certain assets, principally real estate.

MNOTE E — Fund balances of the supporting organiza tions are comprised of the following: 1987

1986

S 646,326 The Davis Fund The Goodrich Social Settlement Fund 1,042,731 The McDonald Fund 1,131,605 The Sedgwick Fund 757,308 The Sherwick Fund 9,660,561 The Wolpert Fund 719,730

$ 667,041

$13,958,261

$13,304,607

December 31

1,047,455 526,123 754,610 9,540,358 769,020

NOTE F —The Cleveland Foundation has an insured pension plan for certain employees. Pension expense for 1987 and 1986 was $101,400 and $97,400, respectively. All contributions under the plan are funded and vest with employees as made. NOTE 6— The Internal Revenue Service has ruled that the community trust, the charitable corporation and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax under present income tax laws.

OTHER FOUNDATION ACTIVITIES IN 1987

So the Foundation, which had been and would continue to be a major funder in the recovery of

In carrying out its mission, The

Cleveland’s once flourishing theater

Cleveland Foundation plays many roles. Besides being a responsive

district, made its unprecedented move; and a subsidiary, Foundation

funder, the Foundation also func

Properties, Inc., was set up to manage the properties.

tions, at various times, as catalyst, convenor, educator, manager and

During the past five years, in

philanthropic leader. Nearly all of

come from the complex has been

these roles have been played by the

used to make long-postponed physical

Foundation in the course of its long

improvements as well as to tear down two eyesores— the Dodge Court Garage and the old Trailways bus

involvement in the resurgence of Playhouse Square. In September 1982, The Cleve land Foundation became the first community foundation in the coun try to make a program-related invest ment, when it purchased the Bulkley Complex on Playhouse Square for

terminal— and assemble land along Chester Avenue and East 15th for a new parking garage that would com plement the office building and grow ing theater activity.

The land was sold to the Play house Square Foundation last winter S3-8 million. At stake was the pro at cost, and ground broken for the jected Fall 1984 opening of the refur 750-car garage. The new facility, bished State Theatre, a state-of-the-art which opened this spring, will be a former movie palace which was to continuing source of revenue for become the new home of Cleveland Playhouse Square Center, which has Opera and Cleveland Ballet. The State become— with the recent reopening would be useless without a new, of the third theater, the magnificent greatly expanded stagehouse; but the Palace— the third largest theater owners of the adjacent Bulkley Com complex in America. Last year, more plex had been unwilling to sell sepa than 700,000 persons attended events rately two key parcels of land behind at Playhouse Square Center. the State needed for that purpose. In the summer of 1987 a pri The momentum of the largest vate developer was finally found theater restoration project in the na who was interested in developing the tion would have come to a crashing adjacent Bulkley Complex in a man halt, jeopardizing the millions al ner the Foundation felt would com ready invested in the State’s renova plement and strengthen the larger tion, and S3.5 million in federal complex. The subsequent purchase matching funds— half of the 17 mil of the Bulkley Complex for $6.1 mil lion needed for the stagehouse lion by this partnership headed by expansion— would be lost forever as William N. West, a well-known busi the eligibility period lapsed. nessman active in real estate devel

The Foundation’s investment has been amply justified by the de velopments of the last five years. The theater operation was given time to stabilize and the momentum of this major community effort kept alive. The Cleveland Foundation is gratified to see the newly energized discussion among stakeholders that has emerged in recent months re garding the future of the larger com plex. The Foundation has committed additional financial support for the construction of a public park at the Center’s north entrance and a pedes trian connector linking the new park ing garage and the theater complex.

opment, marked the end of the Foundation’s five-year developmental effort in Playhouse Square.

n Playhouse Square lives again: The Foundation’s read iness to invest major capital kept the momentum going and allowed the theater opera tion time to stabilize.

FINANCIAL SERVICES John T. Mullen Manager Gloria J. Kish Jean A. Lang Accountants Edna M. Deal Account Clerk

■ GRANT SERVICES Janice M. Cutright Manager

Barbara Anderson Darlene M. Downs Dee Groynom Rose Marie Ley Cindy M. Tausch Staff Assistants

The Foundation’s administrative staff: (back row) Carmen Rizzo, Loretta Roman,

Martha A. Burchaski Staff Assistant/Receptionist

Brenda Kuvin, (front) Lynn Sargi,

DISTRIBUTION COMMITTEE

Janet Carpenter, MurielJones, Alicia Ciliberto, Lois Weber and June Howland.

■ PROGRAM STAFF

Richard W. Pogue Chairperson

Steven A. Minter Director

John J. Dwyer Vice Chairperson

Susan N. Lajoie Assistant Director

Rev. Elmo A. Bean

Goldie K. Alvis Program Officer, Social Services

James M. Delaney HenryJ. Goodman Sally K Griswold Roy H. Holdt Adrienne Lash Jones (appointed April 1988) E. BradleyJones Lindsay J. Morgenthaler Harvey G. Oppmann Andrea Taylor (resigned March 1988)

■ TRUSTEES COMMITTEE Jerry V.Jarrett Committee Chairperson Ameritrust Company, NA Karen N. Horn BANK ONE, CLEVELAND, NA William J. Williams Huntington National Bank

Roberta W. Allport Special Assistant to the Director Margaret M. Caldwell Special Assistant to the Director Marjorie M. Carlson Executive Director Grantmakers Forum Barbara Deerhake Program Consultant L. Dale Dorney Fund DennisJ. Dooley Community Relations Officer and Director of Publications Patricia Jansen Doyle Program Officer, Cultural Affairs Robert E. Eckardt Program Officer, Health Mary Louise Hahn Special Projects Officer

Edward B. Brandon National City Bank

MichaelJ. Hoffmann Secretary and Donor Relations Officer

Robert W Gillespie Society National Bank

Rikki Santer Editorial Associate

Janet M. Carpenter Alicia M. Ciliberto LynnM. Sargi Lois E. Weber Administrative Assistants June I. Howland Brenda M. Kuvin Carmen T. Rizzo Loretta J. Roman Administrative Secretaries Muriel H. Jones Administrative Consultant Carl Curtis Staff Intern

■ GENERAL COUNSEL Malvin E. Bank Thompson, Hine and Flory

■ 1987 ANNUAL REPORT DennisJ. Dooley Editor/Principal Writer Epstein, Gutzwiller & Partners Inc. Design and Art Direction Jack Van Antwerp Principal Photography

Jay Talbot Program Officer, Civic Affairs and Economic Development

Sam Adamo, David Beach and Marguerite B. Campbell Additional Photography Rikki Santer Editorial/Production Associate

Philip T. Tobin Treasurer and Administrative Officer

Margaret M. Caldwell Alicia M. Ciliberto Editorial Associates

Carol K. Willen Program Officer, Higher Education

Janet M. Carpenter Darlene M. Downs Gloria J. Kish Brenda M. Kuvin Jean A. Lang Rose Marie Ley Editorial Assistants

Victor C. Young Program Officer, Pre-Collegiate Education

■ ASSOCIATE STAFF

The staff list reflects the organization of the Foundation as ofApril 1, igs8

The Cleveland Foundation 1400 Hanna Bldg. Cleveland, OH 44115

216 861-3810 -

A trustfor all time supported by and for the people of Greater Cleveland