Cleveland Foundation – 1995 Annual Report by The Cleveland Foundation

T HE

C L E V E L A N D

F O U N D A T I O N ' S

M I S S I O N

is to enhance the for all citizens of Greater Cleveland, now and for generations to come, by building community endowment, addressing needs through grantmaking, and providing leadership on key community issues.

> * f

■

S 33,194,365

(/I LO

Contents Letter From th e C h a irp erso n a n d Executive D ire cto r/ P re sid e n t .................... 2

V *«*r

Bo a rd o f Trustees a n d D istribution C o m m itte e Executive O fficers a n d Pro g ra m Staff A R e v ie w of 1995

................................................. 4

................................................................... 6

...................................................................................................... 9

CIVIC AFFAIRS AND ECONOMIC DEVELOPMENT..................................................................... 10 CULTURAL AFFAIRS

........................................................................................................... 12

EDUCATION...................................................................................................................... 14 HEALTH .......................................................................................................................... 16 SOCIAL SERVICES

............................................................................................................. 18

GEOGRAPHIC FUNDS.........................................................................................................20 SPECIAL PHILANTHROPIC SERVICES .....................................................................................22 B u ild in g C o m m u n ity E n d o w m e n t ....................................................................... 24 HOW YOU CAN GIVE TO THE CLEVELAND FOUNDATION........................................................25 GOFF AND LEGACY SOCIETIES ........................................................................................... 26 1995 NEW ASSETS........................................................................................................... 28 PERMANENT FUNDS .........................................................................................................29 PROJECT ACCOUNTS .........................................................................................................38 DONOR-ADVISOR FUNDS .................................................................................................. 39 AGENCY ENDOWMENTS .................................................................................................... 40 SUPPORTING ORGANIZATIONS ........................................................................................... 41 1995 Financial H ig h lig h t s ....................................................................................... 46 1995 Financial R ep o rt

........................................................................................... 48

A p plying for a G ran t ................................................................................................57 1995 G r a n t s ............................................................................................................... 58

The year 1995 brought Cleveland a remarkable array of highs and lows. The Rock and Roll Hall of Fame and Museum opened to international fanfare, the Indians went to the World Series for the first time in 41 years, and the downtown sky blazed with New Year’s Eve fireworks to launch the city’s bicentennial year. Visitors are coming from around the world to witness Cleveland’s renaissance. Taking the long view, however, the Foundation looks beyond STEVEN A. WINTER, Executive Director/President

CHARLES A. RATNER, Chairperson

T i n

•

the present to focus on the future: How can renaissance become reality for all the citizens of Greater Cleveland?

The longer view: arts, neighborhoods, schools

Community foundations, as the communities they serve, are flexible entities. They reflect shared values and interests constantly tested by pressures of social change, diversity, technology and time. We believe our primary business is twofold: responding to needs brought forward by the community, and addressing enduring issues that transcend generations. In 1995, our longer-term view was particularly evident in im portant activities in the arts, Cleveland’s neighborhoods and the Cleveland Public Schools. Sustaining Cleveland's cultural community

The Foundation traditionally has approached key issues through the study commission process. We empanel com munity leaders to examine im portant topics, and build information to guide our future direction and foster public understanding and cooperative civic action. Last year we appointed a study commission to examine survival issues for Cleveland’s perform ing arts. The panel’s research confirms that our arts community displays remark able depth, breadth and quality; no other city of our size enjoys similar cultural resources. For the present, Cleveland remains the only large city not to have lost a major cultural institution. However, it cannot boast a financially robust arts community. Recommendations from the Civic Study Commission on the Perform ing Arts, expected in mid-1996, should stimu late new mechanisms for integrating Cleveland’s remark able cultural institutions into the city’s renaissance. Revitalizing the city's neighborhoods

In 1993, the Foundation’s study commission on persistent urban poverty called for new approaches to address poverty in Cleveland’s neighborhoods. Today, the Poverty Commission’s action arm, the Cleveland CommunityBuilding Initiative (CCBI), is working with our support in four inner-city neighborhoods. CCBI fosters redevelopment by empowering residents and stakeholder institutions to build on existing physical and hum an resources. We also support related programs for renewed housing and com mercial development. Reforming Cleveland's schools

In one of 1995’s most dramatic developments, the U.S. Court of Appeals ordered control of the Cleveland Public Schools transferred to the state superintendent of public instruction. The Court cited the school district’s inability to carry out its educational agenda due to lack of local school board control, “internal dissention, lack of leader ship and fiscal irresponsibility.” We remain deeply committed to strengthening Cleveland’s schools, joining with other civic partners and

the Cleveland Public Schools Strategy' Council to imple m ent bold reform. We currently support new efforts by the Mayor, the Citizens League Research Institute, The Cleveland Initiative for Education and The Cleveland Education Fund. National trends and Cleveland

Several growing trends continue to affect our region. Devolution, the shift of resources and policy making from the federal level to states and localities, brought early indi cators of profound change in our community. Managed care began to impact the delivery of health care and social services, particularly to families and children in poverty. Funding cuts pushed agencies to do more with less. These powerful national and local changes are driving the public, private and nonprofit sectors to define new functions and relationships. Examining our own role, we developed and adopted a new mission statement stressing three activities: building community endowment, addressing needs through grantmaking, and providing leadership on key issues. Partners, colleagues and friends

Five trustee banks and six investment firms manage our assets. In the excellent financial markets of 1995, our asset base grew from $730 million to $902 million. The Board of Trustees and Distribution Committee, a dedicated group of 11 knowledgeable volunteers, governs the Foundation. We especially wish to thank Alfred M. Rankin Jr. for his four years of stewardship as chairperson. During his tenure, we established a special initiative to com bat persistent poverty, launched the perform ing arts study commission, and adopted our new mission statement and spending policy. We are grateful for his leadership. Two Board members, the Reverend Elmo A. Bean and James M. Delaney, completed their terms; we thank them for their service. We also welcome two new members, John Sherwin Jr. and Alex Machaskee. O ur nationally recog nized staff supports the Board in its work. In mid-year we were saddened by the death of Charles R. McDonald, who established the McDonald Fund as a supporting organization in 1984. U nder his leadership, the Fund developed the Collinwood Enterprise Center, now part of the Neighborhood Economy Initiative. Finally, we have made several im portant changes to this year’s annual report in order to make it more readable and informative. We hope you will share your opinion of the book so that we may continue to improve it, and we trust you will find useful information in its pages.

he Board of Trustees and Distribution Committee governs The Cleveland Foundation. It establishes policy, sets priorities and makes final decisions to authorize grants. All members are volunteers who serve with out pay for five-year terms; no m em ber may serve for more than ten years. The appointm ent process ensures that the Board will have a broad range of views and knowledge of the community. The Trustees Committee, which consists of the chief executive officers of the Foundation’s trustee banks, appoints five members. Five additional members are appointed by public offi cials: one each by the chief judge of the United States District Court, N orthern District of Ohio, Eastern Division; the presiding judge of the Probate Court of Cuyahoga County; the chief justice of the Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the president of the Federation for Community Planning. These five “public” appointees m eet as a committee to choose the Board’s eleventh member, an individual with a background o in private philanthropy.

Board of Trustees and Distribution Committee

James E. Bennett III

Doris A. Evans, M.D.

Adrienne Lash Jones

Catharine Monroe Lewis

Alex Machaskee

James V. Patton

Alfred M. Rankin Jr.

John Sherwin Jr.

Jerry Sue Thornton

Charles A. Ratner

Chairperson Appointed 1992 by the Committee of Five Distribution Committee Members Chuck Ratner is president and chief executive officer of Forest City Enterprises. He is a trustee of the Mandel Associated Foundations, David and Inez Myers Foundation, Forest City Charitable Foundation and the Mt. Sinai Health Care Foundation. Currently, he is on the boards of The Musical Arts Association, Greater Cleveland Growth Association, Cleveland Tomorrow, Jewish Community Federation and the Council for Initiatives in Jewish Education, and is president of the Jewish Education Center of Cleveland. He has also served as a trustee of United Way Services, Mt. Sinai Medical Center and Hawken School.

Jerry V. Jarrett

Vice Chairperson Appointed 1988 by the President of the Federation for Community Planning; reappointed 1993 Jerry Jarrett is retired chairman and chief executive officer of Ameritrust Company and its holding company,

Doris A. Evans, M.D.

Appointed 1992 by the Trustees Committee; reappointed 1996

Dr. Doris Evans, a pediatrician whose

delivery and is chair of its successor

Cleveland, The Musical Arts

Collaborative. She is a graduate of

Association, University Circle

Leadership Cleveland and recipient of

Incorporated, the John Huntington Art

the YWCA's 1992 Career Women of

Trust, Cleveland Tomorrow, The

Achievement Award.

Cleveland Museum of Art and the

private practice emphasizes preventive health, is an associate clinical professor

trustees of University Hospitals of

organization, the AIDS Funding

Greater Cleveland Growth Association.

Alex Machaskee

He served as the Foundation's Board

Appointed 1996 by the ChiefJustice, Court of Appeals, Eighth Judicial District of Ohio

chairperson from 1992 to 1996. A

Corporation, Ameritrust Company

Alex Machaskee is publisher, president

University.

National Association and Ameritrust

and chief executive officer of The Plain

of Pediatrics at Case Western Reserve University. The former executive direc tor of the Glenville Health Association, she is a past director of Ameritrust

Development Bank. She is a director of

Dealer. He serves as chairman of the

Society National Bank and a trustee of

Greater Cleveland Roundtable and vice

Cuyahoga Community College

president of The Musical Arts

Cleveland native, he holds a bachelor of arts degree in economics and a juris doctor degree, both from Yale

John Sherwin Jr.

Appointed 1996 by the Trustees Committee

Foundation. A member of the American

Association. He is on the boards of The

Academy of Pediatrics, Northern Ohio

Ohio Arts Council, Convention and

Pediatric Society and Cleveland Medical

Visitors Bureau of Greater Cleveland,

Continent Ventures, Inc. He serves on

Association, she is also a lifetime

The City Club Forum Foundation,

the boards of Ben Venue Laboratories,

member of the NAACP and an active

University Hospitals Health Systems,

Encelle, Inc. and Brush Wellman

member of Fairmount Presbyterian

Inc., University Circle Incorporated, the

Incorporated, as well as The Holden

Church. Dr. Evans holds an undergrad

Greater Cleveland Growth Association,

Arboretum and Westminster School. He

uate degree from the University of

Cleveland Tomorrow, The National

is vice chairman of The Cleveland Clinic

Chicago and a doctorate in medicine

Conference, the Great Lakes Science,

Foundation's executive committee,

from Case Western Reserve University.

Environment and Technology Museum,

chairman of John Carroll University's

Cleveland Council on World Affairs,

finance committee and a past president

United Way Seivices, The Cleveland

of EconomicsAmerica. He has a long

Initiative for Education and the Rock

involvement with The Cleveland

Adrienne Lash Jones

Appointed 1988 by the ChiefJudge, U. S. District Court, Northern District of Ohio; reappointed 1989; reappointed 1994

Ameritrust Corporation. He is a director

Dr. Adrienne Jones is an associate pro

of Forest City Enterprises, Inc. and

fessor in the Department of African-

chairs the board of Baldwin-Wallace

American Studies at Oberlin College

John Sherwin Jr. is president of Mid-

and Roll Hall of Fame and Museum,

Foundation. He is president of The

among others.

Sherwick Fund, the nation's first sup

James V. Patton

father in 1969, and chair of the

porting organization, created by his

Appointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995

Foundation's Lake-Geauga Committee, which The Sherwick Fund helped create.

College. He is also treasurer of The

and holds a Ph.D. in American Studies

Musical Arts Association, and a trustee

from Case Western Reserve University.

Jim Patton is a retired vice president of

of The Cleveland Clinic Foundation,

She serves on the board of The

Blue Cross and Blue Shield of Ohio,

The Holden Arboretum and the Center

Cleveland Museum of Art and has

and now serves as a consultant in gov

for Families and Children. He chaired

been active with the Young Women's

ernment relations, health policies and

the 1986 United Way campaign, which

Christian Association as vice president

business affairs. He has served on the

Dr. Jerry Sue Thornton has served as

raised more than $47 million, and has

of its national board of directors

executive committee of the National

president of Cuyahoga Community

served as chairperson of United Way

(1976-82) and currently as a member

Foundation of the March of Dimes,

College since 1992. Prior to that

Services, United Way Assembly and

of the National YWCA Board of

Cuyahoga County Division; the

appointment, she was president of

The Salvation Army. He serves on the

Trustees. She is a member of the

Cleveland Academy of Medicine's Cost

Lakewood Community College in

National Advisory Board of The

Visiting Committee for Student Affairs

Containment Committee on Health

White Bear Lake, Minnesota. She chairs

Salvation Army.

at Case Western Resen/e University

Education; as vice chairman of New

the Cleveland Area Development

and the Alumni Advisory Committee of

Business Development for United Way

Corporation of the Greater Cleveland

the Women's Community Foundation,

Services; and chairman of the City of

Growth Association, co-chairs the

and a former board member of the

Westlake's Assessment Equalization

Empowerment Zone Citizens' Advisory

Federation for Community Planning.

Board. He is a member of the Greater

Committee, serves as vice-chairperson

Cleveland Growth Association. He has

of the St. Vincent Quadrangle, Inc. and

Catharine Monroe Lewis

also served on the board of directors

the Minority Economic Opportunity

of the Cleveland Advertising Club, the

Center, and is a trustee of numerous

advisory board of Catholic Social

other community organizations includ

Services of Cuyahoga County and as

ing United Way Services, the Cleveland

trustee of the American Cancer Society,

Community-Building Initiative and the

Cuyahoga County Division.

Greater Cleveland Roundtable. She is

lames E. Bennett III

Appointed 1994 by the Trustees Committee

In his 28-year tenure at McKinsey & Company, Jim Bennett has served as managing director for Canada, manag ing director of the Cleveland/Pittsburgh

Appointed 1994 by the Trustees Committee

Office Complex, member of the world

Cathy Lewis is vice president and

wide Executive Committee and mem

co-owner of Resource Careers, an

ber of the worldwide Shareholders

international company specializing in

Committee. He currently is a director in

spouse employment services for dual

McKinsey's Cleveland office. He is vice

career families. She is a director and

chairman of the Cleveland Ballet and a

past president of Rainbow Babies and

trustee of Hathaway Brown School. He

Childrens Hospital and a trustee of

Jerry Sue Thornton

Appointed 1995 by the Mayor, City of Cleveland

also a trustee of Bearings, Inc. and

Alfred M. Rankin Jr.

Appointed 1988 by the Trustees Committee; reappointed 1990; reappointed 1995

serves on the Visiting Committee of

Baldwin-Wallace College, University

Case Western Reserve University's

Mednet, University Hospitals Health

Al Rankin is chairman, president and

Weatherhead School of Management

Systems, Inc. and the Center for

chief executive officer of NACCO

and the Trustee Advisory Council of

International Health. She served on the

Industries, Inc., and a director of The BFGoodrich Company, the Standard

Phillips Exeter Academy. He holds a

Citizens' Committee on AIDS/HIV

juris doctor degree from Harvard

which devised Cleveland's strategy for

Products Company, and The Vanguard

University Law School.

AIDS prevention, education and service

Group. He serves on the boards of

National City Bank.

Executive Officers

he Foundation’s four executive officers form the Operations Committee, which is responsible for Foundation m anagement.

Steven A. Minter

J. T. Mullen

Steve Minter, who became The

J.T. Mullen is responsible for the

Executive Director/President Steve Minter

J.T. Mullen

Susan Lajoie

Roberta Allport

Chief Financial Officer/Treasurer

Foundation's seventh chief executive

Foundation's financial activities and

officer in 1984, seived as director of

administrative support sen/ices. A for

the Cuyahoga County Welfare

mer manager with Arthur Young &

Department, Massachusetts

Company, he has also worked for the

Commissioner of Public Welfare and

Board of Cuyahoga County Commissioners.

the first Under Secretary of the United

He is a member of the finance commit

States Department of Education. He

tee of Donors Forum of Ohio. He

currently is a member of the Governor's

serves on a committee of the Fiscal and

Education Management Council and a

Administrative Officers Group of

trustee of The Cleveland Initiative for

Community Foundations, analyzing the

Education, Leadership Cleveland, The

impact of new accounting standards on

Foundation Center and The College of

the field. He holds a bachelor's degree

Wooster, as well as a director of several

in business administration from

corporations. A native of northeast

Cleveland State University.

Ohio, he is a graduate of BaldwinWallace College and holds a master's degree in social administration from Case Western Reserve University.

Susan N. Lajoie

Associate Director/Vice President

Roberta W. Allport

Special Assistant to the Executive Director/Corporate Secretary In addition to serving as special assis tant and corporate secretary, Roberta Allport is the Foundation's program offi

As associate director, Susan Lajoie over sees all grantmaking and other pro grammatic activities of the Foundation. Since joining the staff in 1978, she has served in a variety of roles, including program officer for education and eco nomic development. She is president of the Leadership Cleveland Alumni Association, as well as a member of the Council on Foundations Research Committee and the boards of Women & Philanthropy, Donors Forum of Ohio and the Forum of Regional Associations of Grantmakers. She holds a Ph.D. in public policy from the John F. Kennedy School of Government at Harvard University and has taught at the University of Massachusetts.

cer for special philanthropic services. She is project director for the Teaching Leadership Consortium-Ohio, and an advisory board member of the Volunteer Trustee Institute. She represents the Foundation on the community founda tions committee of Donors Forum of Ohio. Before joining the Foundation she was a research analyst with the National Security Agency in Fort Meade, Maryland. She holds a bachelor's degree in literature and political science from Gettysburg College and a master's degree in urban studies from Cleveland State University.

Program Staff Marjorie M. Carlson

Goldie K. Alvis

Goldie Alvis

Senior Program Officer, Social Services

Director of Development

Prior to joining the Foundation in 1985,

current and prospective donors to the

Goldie Alvis was coordinator of com

Foundation. Prior to joining the staff in

Marge Carlson is the primary liaison to

munity affairs with the Cuyahoga

1986, she served in several volunteer

County Department of Human Services.

leadership posts, including the presi

In addition to managing the

dency of The Junior League of

Foundation's grantmaking in social ser

Cleveland, Inc. She is a director of

vices, she is co-chairperson of

Metropolitan Savings Bank, and trustee

Grantmakers Forum's Ad Hoc Funders

of The Musical Arts Association,

Committee on Hunger and

Playhouse Square Foundation and The

Homelessness and is a member of the

College of Wooster. She also serves on

Governor's Advisory Council for Ohio

the board of directors of the National

Families and Children First. She is a

Committee on Planned Giving. She

member of the program committees

holds a master's degree in speech

for Donors Forum of Ohio and

pathology from Case Western Reserve

Grantmakers Forum. She holds a doc

University.

torate in jurisprudence from Cleveland-

Kathleen A. Cerveny

Marshall Law School and a master of science degree in social administration

Program Officer, Cultural Affairs

from the Mandel School of Applied Social Sciences at Case Western Reserve University.

Kathleen Cerveny joined the Foundation in 1991 after a varied career as a working artist, educator, development officer, and, most recent ly, award-winning producer of arts pro gramming for public radio station

Marge Carlson

WCPN. A graduate of the Cleveland Institute of Art, she is a past president of the board of trustees of Ohio Designer Craftsmen. She is a trustee of Grantmakers in Arts, a national service organization, where she chairs the Communications Committee. She has taught fine arts and humanities at the high school and university levels.

Barbara Deerhake

Robert Eckardt

continued on page 8

Pamela George

Terri Kovach

Lynne Woodman

Program Staff (continued) Barbara Deerhake

Director, Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Dorney Fund As the Foundation's representative in

Pamela L. George

Terri Kovach

Program Associate, Health and Social Services

Carol Kleiner Widen

Carol Willen manages the Foundation's

Pam George held a Foundation sum

Terri Kovach has served as the

grantmaking in both precollegiate and

mer internship to conduct research in

Foundation's first program associate for

higher education, including two special-

housing and neighborhood develop

health and social services since 1992.

purpose funds in the higher education

Program Associate, Civic Affairs and Economic Development

Senior Program Officer, Education

Findlay and Hancock County, Barbara

ment in 1987; she again joined the

Prior to that time, she held a number

field, the Fenn Educational Fund and the

Deerhake is director of the newly

staff in 1993 as program associate.

of positions in health and human ser

Statewide Program for Business and

established Findlay-Hancock County

She previously served as assistant to

vices, including health policy analyst for

Management Education. She chairs the

Community Foundation and has pri

the director of the Inter-University

the Ohio Department of Health, health

Grantmakers Forum Education Group, is

mary responsibility for grantmaking

Council of Ohio where she monitored

program specialist for the Ohio

a member of the Donors Forum of Ohio

from the L. Dale Dorney Fund. She

pending legislation affecting Ohio's

Department of Human Sen/ices, and

Program Committee, and serves as a

came to the Foundation in 1987, hav

public universities. She also has been a

research intern for United Way of

consultant to the Ohio Board of Regents

ing served in leadership positions with

legislative aide to the majority floor

Franklin County. A graduate of the

as a member of the Committee on

numerous volunteer organizations in

leader of the Ohio House of

University of Cincinnati with a bachelor

State Investment in Graduate and

the Findlay area. She is a past presi

Representatives. She holds a bachelor

of science degree in health planning

Professional Education. She holds a

dent of the United Way of Hancock

of arts degree in sociology from

and administration, she also holds a

Ph.D. in Romance languages and litera tures from Harvard University and is a

County, which named her 1995

Chatham College in Pittsburgh,

master of public administration from

Volunteer of the Year, and the Findlay

Pennsylvania, and a master of public

The Ohio State University.

Service League, which named her its

administration from Cleveland State

1984 Outstanding Volunteer. She holds

University.

Nancy McCann

a master's degree in home economics education from The Ohio State University.

Michael i. Hoffmann

Senior Program Officer, Philanthropic Services

past president of the Cleveland Association of Phi Beta Kappa.

Development Associate

Lynne E. Woodman

Director of Communications

Nancy McCann joined the Foundation

Lynne Woodman joined the Foundation

staff in December of 1995, after serv

staff in 1993. She most recently served

Mike Hoffmann serves as principal staff

ing as a consultant to the development

for six years in corporate communica

Senior Program Officer, Health

to the Foundation's Lake-Geauga Fund,

department for seven months. She

tions at Ameritech. She also is a former

to six of its eight supporting organiza

most recently served as vice president

supervisor of communications at The

Bob Eckardt manages the Foundation's

tions, or affiliated funds, and to several

of gift administration at Planned Giving

Cleveland Museum of Natural History

grantmaking in health, aging and envi

donor-advisor funds. Prior to joining the

Systems, Inc. where she managed gifts

and member of the piano faculty at

ronmental affairs. Before joining the

Foundation staff as administrative offi

for 30 different charities. She also

The Cleveland Institute of Music. She is

Foundation staff in 1982, he was a

cer in 1981, he was treasurer of the

worked at Cohen & Co., a regional

a past board member of the Broadway

planning associate at the Federation for

Cleveland City School District. He has

accounting firm, for six years. She has

School of Music & the Arts, the Press

Community Planning and a consultant

helped plan and develop operations of

an associate's degree in accounting

Club of Cleveland, the Cleveland

to The Benjamin Rose Institute. He

the Puerto Rico Community Foundation

from Cuyahoga Community College

Advertising Club and the Public

serves on the boards of Funders

since its inception in 1985. A lifelong

and is pursuing her Certified Financial

Relations Society of America, Greater

Concerned About AIDS, Grantmakers

Cleveland resident, he holds a master

Planner certificate (CFP).

Cleveland chapter. A graduate of Ohio ;

Robert E. Eckardt

Evaluation Network and Grantmakers in

of business administration from Case

Health. He is active as a consultant to

Western Reserve University.

roles in several national professional gerontology and a doctorate in public health with a specialty in health policy from the University of Michigan.

music in piano, she also holds a mas

Jay Talbot

other foundations and has leadership organizations. He holds a certificate in

Wesleyan University with a bachelor of

Mary Frances Knuth

Communications Associate

Senior Program Officer, Civic Affairs and Economic Development Before joining the Foundation staff in

Mary Frances Knuth joined the

1984, Jay Talbot was the founding

Foundation in 1992 as a grants admin

executive director of the Cincinnati

istrator in health and social services,

Institute of Justice and president of the

and was named communications asso

Southwestern Ohio Council on

ciate in 1994. Prior to joining the

Alcoholism. In addition to managing

Foundation staff, she held a variety of

the Foundation's program activities in

advertising positions with Adverama

civic affairs and economic develop

Directory and Marketing Services, Inc.

ment, he oversees grantmaking in

She is a board member of The Junior

Findlay and Hancock County. In the

League of Cleveland, Inc., coordinator

past year, he was appointed to the

of the 1996 Northeast Ohio Susan G.

board of trustees of the Village Capital

Komen Breast Cancer Foundation Race

Corporation, a locally based funder of

for the Cure®, and former editor of The

neighborhood residential and commer

League magazine. She holds a bache

cial developments. He is also active in

lor's degree in journalism from Ohio

national professional organizations con

University and a master of business

cerned with neighborhood revitaliza

administration from Cleveland State

tion, community economic develop

University.

ment and criminal justice. He holds a master of business administration from Xavier University.

ter of business administration from the Weatherhead School of Case Western Reserve University.

Sweeping change pervaded the lthough The Cleveland grantmaking environment at every level. Foundation plays many roles “Devolution” became a 1995 buzzword, .in the community, we are best although the term itself is not new. known as a grantmaker. As the following narratives show, our grants address a Defined by Webster’s New World Dictionary as “a delegating (of power or authority) range of issues, long and short term. We by a central government to local govern respond to specific concerns brought to m ent units,” devolution means a shift us by the community and address broad of resources and policy making from er policies that cut across our traditional the federal governm ent to state and program boundaries. Often, one grant local levels. For nonprofits, this massive fulfills several objectives. reallocation means new opportunities In 1995, we authorized more than and challenges, which many agencies $33 million in grants to more than 900 addressed with Foundation support. organizations working to improve the Growing fiscal constraints in every community’s quality of life. A review of area pushed organizations to do even the year reveals a num ber of overarching more with less. At the same time, chang themes touching on every Foundation ing conditions required them to rethink program area. their roles, the kinds of services they provide and how they are organized. O ur grantmaking supported new collaborations to help agencies remain viable, competitive and cost effective. The Foundation’s 1989 annual report predicted the nineties as a “decade of collaboration,” and in 1995, we saw a num ber of cultural, health care and social service agencies forging new alliances. For some time, our overall approach to community building has focused on neighborhoods. While our largest neighborhood redevelopm ent grants fall under the heading of civic affairs and economic development, grants in our other program areas support neigh borhood-based efforts to address poverty, workforce issues, and the educational, human services and health care needs of Clevelanders. 9

CIVIC AFFAIRS & ECONOMIC DEVELOPM ENT

n recent years, we have directed our civic affairs grantmaking to housing and commercial revitalization pro jects. Economic development grantm ak ing has focused on helping the region’s private sector become more competitive in a world economy. In 1995, we blended these efforts for broader and more coordinated grantmaking, particularly in neighborhood redevelopm ent and workforce preparation. To continue building stronger neighborhoods, we made a grant of $2 million to Neighborhood Progress, Inc.(NPI). A citywide umbrella group for local commumty development corporations, NPI helps them produce more housing and commercial development, and finances projects they undertake. We also made grants for other elements of healthy neighborhoods: public safety, urban design and the employability of residents. O ur 1995 grant to support the city’s Empowerment Zone will link with $100 million in feder al funds over the next decade to support a comprehensive community-building strategy. The program draws on new approaches to persistent urban poverty as recom m ended by the Foundation’s 1993 Commission on Poverty. Work and workforce issues remain a major grantmaking focus. The Center for Regional Economic Issues at Case Western Reserve University predicts that 50,000 area jobs will open annually through the end of the century, but job seekers will outnum ber available posi tions. Additionally, Northeast O hio’s labor market will continue dem anding better skilled workers. Those currently employed will need ongoing skill build ing to keep pace with the job market.

o o

C j'

°pp

° ^ 0 .0 .

Future workers will need post-secondary education and training to compete for higher-wage positions. To address these issues, the Greater Cleveland Growth Association in 1995 launched a Jobs and Workforce Initiative to mobilize and focus private sector lead ership on concerns related to employ m ent and training. This new approach, addressing skilled workforce develop m ent from the employer or “dem and” side, builds on ideas already being tested by Foundation-supported organizations. We are a major funding partner in this collaborative approach to labor force development. The Initiative will target needs in four groups: those requiring basic skills to become employable, the existing job-ready labor pool, current workers with skill gaps, and the future labor force. Recommendations for an effective communitywide program should be ready by the end of 1996. The growing need for ongoing workplace training particularly affects Cleveland’s manufacturing sector. A Foundation-supported program by the Council for Adult and Experiential Learning will test ways to help local manufacturers develop lifelong learning programs for current employees. Though shifting toward service indus tries, Cleveland’s economy shows underly ing strength in its traditional manufactur

ing sector. Retaining and expanding our industrial base remains a critical part of the region’s growth and development. We supported the Cleveland Industrial Retention Initiative(CIRI), which concentrates on keeping neighborhood-based manufacturers competitive. CIRI helps companies identify barriers to their continued growth and success, refers them to expert assistance, and serves as a link with local government. Economic development issues often include environmental concerns; strong environmental groups can be vital civic partners. O ur grant to the county Planning Commission supported work able approaches to contaminated indus trial properties, a major im pedim ent to urban industrial renewal. O ur support of the Institute for Conservation Leadership in Washington, D.C., funded a program to strengthen local organizations and leaders working on environmental issues. 11

Program Staff (continued) Barbara Deerhake

Pamela L. George

Terri Kovach

Pam George held a Foundation sum

Terri Kovach has served as the

Program Associate, Health and Social Services

Carol Kleiner Willen

Senior Program Officer, Education

Director, Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Dorney Fund

Program Associate, Civic Affairs and Economic Development mer internship to conduct research in

Foundation's first program associate for

higher education, including two special-

As the Foundation's representative in

housing and neighborhood develop

health and social services since 1992.

purpose funds in the higher education

Findlay and Hancock County, Barbara

ment in 1987; she again joined the

Prior to that time, she held a number

field, the Fenn Educational Fund and the

Carol Willen manages the Foundation's grantmaking in both precollegiate and

Deerhake is director of the newly

staff in 1993 as program associate.

of positions in health and human ser

Statewide Program for Business and

established Findlay-Hancock County

She previously served as assistant to

vices, including health policy analyst for

Management Education. She chairs the

Community Foundation and has pri

the director of the Inter-University

the Ohio Department of Health, health

Grantmakers Forum Education Group, is

mary responsibility for grantmaking

Council of Ohio where she monitored

program specialist for the Ohio

a member of the Donors Forum of Ohio

from the L. Dale Dorney Fund. She

pending legislation affecting Ohio's

Department of Human Services, and

Program Committee, and serves as a

came to the Foundation in 1987, hav

public universities. She also has been a

research intern for United Way of

consultant to the Ohio Board of Regents

ing setved in leadership positions with

legislative aide to the majority floor

Franklin County. A graduate of the

as a member of the Committee on

numerous volunteer organizations in

leader of the Ohio House of

University of Cincinnati with a bachelor

State Investment in Graduate and

the Findlay area. She is a past presi

Representatives. She holds a bachelor

of science degree in health planning

Professional Education. She holds a

dent of the United Way of Hancock

of arts degree in sociology from

and administration, she also holds a

Ph.D. in Romance languages and litera

County, which named her 1995

Chatham College in Pittsburgh,

master of public administration from

tures from Harvard University and is a

Volunteer of the Year, and the Findlay

Pennsylvania, and a master of public

The Ohio State University.

Service League, which named her its

administration from Cleveland State

1984 Outstanding Volunteer. She holds

University.

Nancy McCann

a master's degree in home economics education from The Ohio State University.

Michael J. Hoffmann

Senior Program. Officer, Philanthropic Services

past president of the Cleveland Association of Phi Beta Kappa.

Development Associate

Lynne E. Woodman

Director of Communications

Nancy McCann joined the Foundation

Lynne Woodman joined the Foundation

staff in December of 1995, after serv

staff in 1993. She most recently served

Mike Hoffmann serves as principal staff

ing as a consultant to the development

for six years in corporate communica

Senior Program Officer, Health

to the Foundation's Lake-Geauga Fund,

department for seven months. She

tions at Ameritech. She also is a former

to six of its eight supporting organiza

most recently served as vice president

supervisor of communications at The

Bob Eckardt manages the Foundation's

tions, or affiliated funds, and to several

of gift administration at Planned Giving

Cleveland Museum of Natural History

grantmaking in health, aging and envi

donor-advisor funds. Prior to joining the

Systems, Inc. where she managed gifts

and member of the piano faculty at

ronmental affairs. Before joining the

Foundation staff as administrative offi

for 30 different charities. She also

The Cleveland Institute of Music. She is

Foundation staff in 1982, he was a

cer in 1981, he was treasurer of the

worked at Cohen & Co., a regional

a past board member of the Broadway

planning associate at the Federation for

Cleveland City School District. He has

accounting firm, for six years. She has

School of Music & the Arts, the Press

Robert E. Eckardt

Community Planning and a consultant

helped plan and develop operations of

an associate's degree in accounting

Club of Cleveland, the Cleveland

to The Benjamin Rose Institute. He

the Puerto Rico Community Foundation

from Cuyahoga Community College

Advertising Club and the Public

serves on the boards of Funders

since its inception in 1985. A lifelong

and is pursuing her Certified Financial

Relations Society of America, Greater

Concerned About AIDS, Grantmakers

Cleveland resident, he holds a master

Planner certificate (CFP).

Cleveland chapter. A graduate of Ohio

Evaluation Network and Grantmakers in

of business administration from Case

Health. He is active as a consultant to

Western Reserve University.

roles in several national professional gerontology and a doctorate in public health with a specialty in health policy from the University of Michigan.

music in piano, she also holds a mas

Jay Talbot

other foundations and has leadership organizations. He holds a certificate in

Wesleyan University with a bachelor of

Mary Frances Knuth

Communications Associate

Senior Program Officer, Civic Affairs and Economic Development

Before joining the Foundation staff in

Mary Frances Knuth joined the

1984, Jay Talbot was the founding

Foundation in 1992 as a grants admin

executive director of the Cincinnati

istrator in health and social services,

Institute of Justice and president of the

and was named communications asso

Southwestern Ohio Council on

ciate in 1994. Prior to joining the

Alcoholism. In addition to managing

Foundation staff, she held a variety of

the Foundation's program activities in

advertising positions with Adverama

civic affairs and economic develop

Directory and Marketing Services, Inc.

ment, he oversees grantmaking in

She is a board member of The Junior

Findlay and Hancock County. In the

League of Cleveland, Inc., coordinator

past year, he was appointed to the

of the 1996 Northeast Ohio Susan G.

board of trustees of the Village Capital

Komen Breast Cancer Foundation Race

Corporation, a locally based funder of

for the Cure®, and former editor of The

neighborhood residential and commer

League magazine. She holds a bache

cial developments. He is also active in

lor's degree in journalism from Ohio

national professional organizations con

University and a master of business

cerned with neighborhood revitaliza

administration from Cleveland State

tion, community economic develop

University.

ment and criminal justice. He holds a master of business administration from Xavier University.

ter of business administration from the Weatherhead School of Case Western Reserve University.

Sweeping change pervaded the lthough The Cleveland grantmaking environm ent at every level. Foundation plays many roles “Devolution” became a 1995 buzzword, .in the community, we are best although the term itself is not new. known as a grantmaker. As the following Defined by Webster’s New World Dictionary narratives show, our grants address a as “a delegating (of power or authority) range of issues, long and short term. We by a central government to local govern respond to specific concerns brought to m ent units,” devolution means a shift us by the community and address broad of resources and policy making from er policies that cut across our traditional the federal government to state and program boundaries. Often, one grant local levels. For nonprofits, this massive fulfills several objectives. reallocation means new opportunities In 1995, we authorized more than and challenges, which many agencies $33 million in grants to more than 900 addressed with Foundation support. organizations working to improve the Growing fiscal constraints in every community’s quality of life. A review of area pushed organizations to do even the year reveals a num ber of overarching more with less. At the same time, chang themes touching on every Foundation ing conditions required them to rethink program area. their roles, the kinds of services they provide and how they are organized. O ur grantmaking supported new collaborations to help agencies remain viable, competitive and cost effective. The Foundation’s 1989 annual report predicted the nineties as a “decade of collaboration,” and in 1995, we saw a num ber of cultural, health care and social service agencies forging new alliances. For some time, our overall approach to community building has focused on neighborhoods. While our largest neighborhood redevelopment grants fall under the heading of civic affairs and economic development, grants in our other program areas support neigh borhood-based efforts to address poverty, workforce issues, and the educational, human services and health care needs of Clevelanders. 9

CIVIC AFFAIRS & ECONOMIC DEVELOPM ENT

n recent years, we have directed our civic affairs grantm aking to housing and commercial revitalization pro jects. Economic developm ent grantm ak ing has focused on helping the region’s private sector become m ore competitive in a world economy. In 1995, we blended these efforts for broader and more coor dinated grantmaking, particularly in neighborhood redevelopm ent and work force preparation. To continue building stronger neigh borhoods, we made a grant of $2 million to N eighborhood Progress, Inc.(NPI). A citywide um brella group for local com munity developm ent corporations, NPI helps them produce more housing and commercial development, and finances projects they undertake. We also made grants for other elements of healthy neighborhoods: public safety, urban design and the employability of residents. O ur 1995 grant to support the city’s Empowerment Zone will link with $100 million in feder al funds over the next decade to support a comprehensive community-building strategy. The program draws on new approaches to persistent urban poverty as recom m ended by the Foundation’s 1993 Commission on Poverty. Work and workforce issues remain a major grantmaking focus. The Center for Regional Economic Issues at Case Western Reserve University predicts that 50,000 area jobs will open annually through the end of the century, but job seekers will outnum ber available posi tions. Additionally, Northeast O hio’s labor market will continue dem anding better skilled workers. Those currently employed will need ongoing skill build ing to keep pace with the job market.

°p p

°n,o .o .

ing sector. Retaining and expanding our industrial base remains a critical part of the region’s growth and development. We supported the Cleveland Industrial Retention Initiative (CIRI), which concentrates on keeping neighbor hood-based manufacturers competitive. CIRI helps companies identify barriers to their continued growth and success, refers them to expert assistance, and serves as a link with local government. Economic development issues often include environmental concerns; strong environmental groups can be vital civic partners. O ur grant to the county Planning Commission supported work able approaches to contam inated indus trial properties, a major im pedim ent to urban industrial renewal. O ur support of the Institute for Conservation Leadership in Washington, D.C., funded a program to strengthen local organizations and leaders working on environmental issues. 11

C TH E M USICAL ARTS a s s o c ia t io n

may depend upon creativity and flexibility leveland’s arts community in 1995 faced a num ber of significant rather than an expanding bottom line. The Foundation’s leadership role as a issues that dollars alone cannot resolve. Survival was the critical issue forcatalyst and convener was particularly many perform ing arts organizations, important this year in cultural affairs. The raising the question: What Civic Study Commission on the Performing community action will we Arts we empaneled in 1995 is formulating need to help our high strategies to address arts survival questions. The Commission is analyzing the environ quality institutions survive? The performing arts — ment surrounding Cleveland's cultural music, dance, theater and community, examining challenges to the opera - share in the challenge long-term sustainability of our cultural to Cleveland’s broader arts assets, and determining ways to make the community: becoming rele climate more supportive and the institu vant and accessible to more tions stronger. area residents while maintain The Commission is an 11-member, ing high artistic standards and high-level task force comprised of local advancing the art form. Arts corporate and arts leaders. John Ong, organizations face these demands in an envi CEO of The BFGoodrich Company, serves ronment characterized by, and requiring, as chair; Richard Gridley, a retired director constant change. Future growth in the arts of McKinsey & Company, is project director.

The Arts

G/'w

We view <? y . the arts as criti cal tools for educating Q children in all subjects, creat ing fully developed human beings, and reaching children who often cannot learn through the traditional classroom framework. For many years, Cleveland’s cultural institutions have conducted programs in the Cleveland Public Schools, often providing the only contact some students have with the arts. With Foundation support, The Cleveland Cultural Coalition is developing a more coordinated arts-in-education model. The School/Arts Partnership Program will identify current arts organi zation projects in the schools and blend these projects with models from other communities into programs designed to enhance learning in math, science, history, reading and writing, and arts disciplines. A year-long planning and pilot phase began in 1995; implementa tion will begin in late 1996. External forces continue to push the arts from their traditional emphasis on separate vertical hierarchies toward more horizontal rela tionships-partner ships, networks and cooperative approach es to common goals.

With Foundation support, several cre ative partnerships among diverse agen cies grew or em erged this year. The Northeast Ohio Jazz Society (NOJS) received support for its Jazz on Wheels program, taking live jazz played by local musicians to new audiences. Using a mobile stage donated by the City of Cleveland D epartm ent of Recreation, and working with the Cuyahoga M etropolitan Housing Authority, NOJS presented ten concerts in various Cleveland neighborhoods, including city public housing sites. In a new partnership, NOJS joined The Cleveland Museum of Art and The Musical Arts Association to establish University Circle as the perm anent home for high-quality jazz performances in Cleveland. Their collaborative eightconcert Jazz on the Circle series includes a perform ance at Severance Hall pre sented in cooperation with Cuyahoga Community College’s JazzFest.

<e>.

THE CLEVELAND CULTURAL COALITION School/Arts Partnership Program

EDUCATION

^ 8

Today

0/iro\N he field of education saw extraordinary change in 1995. Precollegiate and higher educa tion institutions alike faced a climate of uncertainty, but still confronted the daily challenge of educating their students. We worked collaboratively with an array of institutions to help them continue teaching effectively. In our longtime com m itm ent to the Cleveland Public Schools, we dedicated much of our staff and financial resources to the district’s reform agenda. Our grant to The Cleveland Initiative on Education supported its efforts to fur ther school reform , and a related grant supported a full-time executive Fellow lent to the schools from the Citizens League Research Institute. CLRI issued two major reports on the Cleveland schools in 1995; the CLRI Fellow will assist in school decentralization efforts. We also set aside $200,000 for future use as specific reform initiatives unfold.

EUCLID CITY SCHO O LS Writing from the Inside project

Additionally, we addressed educa tional needs beyond Cleveland school reform. Several grants focused on teach ers, helping them to enhance their skills. We supported The Cleveland Education Fund in continuing its programs, resources and training for teachers. O ur grant to the Educational Computer Consortium of Ohio gives area teachers technical training to utilize new technol ogy in their classrooms. We also made relatively modest but strategically focused grants to other districts including Bedford, East Cleveland, Euclid and the Diocese of Cleveland. The Ohio Board of Regents took significant steps to restructure higher education in the state, developing new ways to finance capital projects and eliminating unnecessarily duplicative doctoral programs. O ur staff time and grantmaking dollars assisted colleges and universities in adapting to the new environment. Two grants to Cleveland State University (CSU) aided the city’s largest public university in restructuring itself. Support for the President’s Initiative Fund gave CSU flexibility to strengthen existing programs and create new ones, an important grant given the school’s lean budget. A second grant to CSU supported strategic planning to improve services and allocate scarce resources in the most effective ways.

Because doctoral programs in certain disciplines are undergoing statewide review, CSU conducted functional analyses of those programs on its own campus. O ther plans included leadership development for departm ent chairper sons, and new freshman orientation courses to set the stage for improved student retention. To strengthen the teaching and learning process, we funded human resource and training costs associated with adopting new technologies to promote learning. Baldwin-Wallace College and John Carroll University each received grants for faculty training in instructional technology. We continued using our two education special purpose funds to promote higher learning. The Fenn Educational Fund made grants to almost every college and university in Greater Cleveland to pro mote cooperative education. The Statewide Program for Business and Management Education funded improve ments in business and management programs at five institutions.

HEALTH

a\th

AID S TASKFORCE OF GREATER CLEVELAND Nutritional program

ur 1995 health grantmaking Although many larger health care centered on two key issues: the organizations are displaying skill in shift to managed care and maneuvering through the managed care Clevelandâ&#x20AC;&#x2122;s growing elderly population. maze, a num ber of smaller nonprofit Managed care systems are primarily health and mental health care providers the product of market forces rather than are struggling with its implications. Many health care reform. Members of these lack adequate inform ation systems, expeÂ systems receive comprehensive health rience with new reim bursem ent processÂ care services with significant financial es, and sophistication about contracdng benefits if they use providers in the plan. with m anaged care organizations. Estimates suggest that as many as 80 A num ber of our health grants percent of the U.S. population will assisted smaller but well-established obtain health services from managed community agencies in understanding care programs by the year 2000. m anaged care issues and preparing for the future. O ur grantm aking objectives in health care also included helping agencies function more effectively so they might better explore new options for affiliation and collaboration.

Like the rest of the country, Cleveland is “graying”; more than 20 percent of Cuyahoga County’s residents are 60 years or older. For most of the past two decades, the Foundation’s health grantmaking has strategically addressed the needs of Cleveland’s growing elderly pop ulation. This year, we targeted our largest num ber of health grants toward the needs of elderly and chronically ill individuals. A num ber of agencies received fund ing for programs directed to Cleveland’s senior population. Among them were the American Red Cross, Cleveland Society for the Blind, Case Western Reserve University School of Dentistry and Cleveland Neighborhood Health Care, organizations not traditionally viewed as providing specialized geriatric care. We continued our longtime commit ment to improving the health of Cleveland’s children, especially disadvan taged youth and those suffering from chronic conditions. For example, we supported a program bringing nurses

CLEVELAND SOCIETY FOR THE BLIND Share the Vision

to a neighborhood center, where they care for low-income inner-city children who lack access to an organized health care system. Disabled children at O ur Lady of the Wayside will participate in a program that stimulates them with light in order to improve their overall ability to learn, perform daily tasks and interact with one another. A few dollars spent on prevention today obviate the high cost of future disease treatm ent. With Foundation support, the “All Kids C ount” program managed at Cleveland State University has been tracking immunizations for area children through a phone messag ing system and registry. A 1995 grant to Cleveland State will expand that system to improve the hom e care of children with chronic illnesses, such as asthma.

CLEVELAND STATE UNIVERSITY All Kids Count

^ V

•^r

SOCIAL SERVICES

^ewices >

ur social services grantmaking cen tered on helping agencies address key social problems while coping with a new environment. Human service organizations are facing major change on two fronts: devolution, which is shifting resources and policies from federal to state and local control, and the advent of managed care. O hio’s new welfare reform legislation is one of the state’s first manifestations of devolution. It will affect Cuyahoga County in particular because one-third of the state’s welfare population resides here. The legisla tion sets strict time limits on welfare bene fits; individuals may only receive welfare for a total of two years in any five. The legislation’s prim ary objective is to move people from dependency to selfsufficiency. It represents the most funda m ental shift in social welfare policy in 30 years, and many organizations turned to the Foundation for guidance and funding to address current and anticipated change. Certain nonprofits, such as child care or job training agencies, must provide more services as a result of welfare reform. A primary theme in our 1995 grantmaking was helping these agencies prepare to manage the anticipated caseload, despite little or no increase in public fund ing. The Achievement Center for Children and the Retired Senior Volunteer Program both received strategic planning grants to reposition them selves or redirect their services to new client populations.

ACHIEVEM ENT CENTER FOR CHILDREN

Managed care, often associated with health care, also affects the social service arena. New policies taking effect in Cuyahoga County in 1996 will pressure agencies to compete for managed care contracts and limited Medicaid funds. We provided support for agency reposition ing; for example, a grant to Stella Maris, Inc. will enable it to garner Medicaid reimbursement for all of its detoxifica tion programs. Catholic Charities pro vides social services to residents of eight northeast Ohio counties; we supported the organization in creating an improved client information system to better track its clients and services, a necessity for managed care reimbursement. The Foundation also supported agencies forming strategic alliances to provide a continuum of care. The Center for Families and Children received a grant for costs of a merger with Reach Out, a counseling program. The com bined agency will offer improved, more integrated services. We assisted other agencies in making informed decisions as they reorganize, merge or even dissolve. Addressing persistent poverty remains a special Foundation initiative. The Cleveland Community-Building

CONTINUE LIFE

Initiative (CCBI) is our primary vehicle for targeting significant resources to revitalize the social fabric of Cleveland’s neighborhoods. A $562,624 Foundation grant supports CCBI village councils organized in four Cleveland neighbor hoods: West, Central, East and Mt. Pleasant. In an ongoing process, the councils will develop and implement plans to combat persistent poverty, based on their assessment of the community’s assets, priorities and goals.

Com m unity I U-.. .

"...

...

. 1.

..I

. 11

HI I

■

FUNDS

g Be,0 v *\\\e C ity

"hile most Foundation grant-

making is organized by issuespecific program areas, we also have two geographic funds, dedicated respectively to Lake and Geauga countie east of Cleveland, and the city of Findlay and Hancock County in west-central Ohio.

The Lake-Geauga Fund

As Greater Cleveland’s geographic base expanded, the Foundation in 1987 established the Lake-Geauga Fund to help meet growing needs in those counties. A committee of area residents oversees the Fund, reviews grant proposals from non profit agencies in the two counties, and makes funding recommendations to The Cleveland Foundation Board.

CATHOLIC CHARITIES CORPORATION Latino Training Institute

The Fund concentrates on education, social service needs and protecting greenspace, but also supports projects in other areas. It provided start-up support for two im portant efforts, Leadership Geauga County and a M entor office of the Alzheimer’s Disease Association. With Fund support, the Kenston Local Schools will re-train Geauga County elem entary school science teachers, and Catholic Social Services will provide instructional programs for Spanish speaking residents of Lake County.

■tfaasa.

The L. Dale Dorney Fund and The Findlay-Hancock County Community Fund

In 1976, longtime Findlay resident L. Dale Dorney left The Cleveland Foundation a $5 million bequest dedicat ed to two interests: strengthening higher education at Ohio colleges and universi ties, and improving the quality of life in Findlay and Hancock County. Dorney hoped the Findlay portion of his gift might one day form the nucleus of a Findlay-area community foundation. After ten years of grantm aking in Hancock County, local civic leaders and the Foundation’s board concurred that the time was right to create a locally con trolled community foundation. Using the Dorney Fund’s assets and its successful history of grantmaking as a starting point, local leadership undertook a com-

FIN DLAY BOARD OF EDUCATION Land analysis of Findlay High School campus

munitywide effort to build the FindlayFlancock County Community Fund. The Fund’s progress has been remarkable; in 1995, it reached assets of more than $1.4 million and is evolving into the commu nity foundation Dorney envisioned. The Findlay Advisory Committee oversees Findlay-area grantmaking, reviews requests quarterly and makes funding recom m endations to The Cleveland Foundation Board. Since the Dorney Fund’s inception, it has awarded nearly $4 million to programs in civic affairs, education, the arts, economic development, health and social services. 21

THE FOUNDATION CENTER Kent H. Smith Library

o ^ v o f i t 5 e c to

,c ° (V

DO c

s the nation’s second-largest com s munity foundation and a major .funder in Ohio and Cleveland, we support initiatives to further the cause of philanthropy at national, state ancl local levels. O ur overall goal is a strong community foundation field and non profit sector. We committed significant dollars, staff time and legal counsel to efforts by the Council on Foundations, Independent Sector, Donors Forum of Ohio, The Foundation Center and Grantmakers Forum, among others. This approach offers economies of scale and efficiencies in addressing broad issues for the field, including growing pressures for greater accountability and improved stewardship.

A 1; A

A 1995 grant to Donors Forum of Ohio launched a special initiative designed to strengthen community foun dations around the state. We committed grant dollars and Foundation staff to the Financial Accounting Standards Board task force on behalf of the community foundation field and supported Women & Philanthropy’s Leadership for Equity' and Diversity program. We continued funding two local organizations providing services to regional grantm akers and grantseekers. The Foundation C enter’s Kent H. Smith Library offers at no charge a wealth of resources to agencies and individuals seeking information on philanthropy. Grantmakers Forum provides programs and other support to staff and trustees of Greater Cleveland-area foundations and corporate giving programs.

As part of special philanthropic services, we administer two award programs estab lished by the late Edith Anisfield Wolf. The Anisfield-Wolf Book Awards, now celebrating its 60th anniversary, annually recognizes books celebrating human diversity or exploring racial prejudice. After 35 years of service, in 1995 the noted anthropologist Dr. Ashley Montagu retired as head of the Awards jury. An expanded jury now chaired by Dr. Henry Louis Gates Jr., chair of AfroAmerican Studies at Harvard University, includes Rita Dove, Commonwealth Professor of English at the University of Virginia, Stephen Jay Gould, professor of geology at Harvard, Joyce Carol Oates, professor of humanities at Princeton University, and Simon Schama, professor of humanities at Columbia. Past Anisfield-Wolf Book Award win ners include Gunnar Myrdal’s An American Dilemma, Toni M orrison’s Beloved, Zora Neal H urston’s Dust Tracks on a Road, Oscar Lewis’s La Vida, Vine D eloriajr.’s Custer Died for Your Sins, Alan Paton’s Cry, The Beloved Country, Robert Coles’ Children of Crisis and Maxine Hong Kingston’s The Woman Warrior. We also support the Anisfield-Wolf Memorial Award for Outstanding Community Service, a .$10,000 prize administered by the Federation for Community Planning and given annually to a Cleveland-area nonprofit organiza tion. The 1996 winner is El Barrio Incorporated, whose main mission is job training and placement for Hispanic residents. Demand for its services is soaring; the Hispanic community is Cleveland’s fastest-growing population. Building on Latin America’s strong community traditions, El Barrio offers programs including adult basic literacy in English, Cleveland’s only bilingual GED program, transportation to job sites and social support groups.

EL BARRIO

Building a Community Endowment re are deeply grateful to the thousands of donors who have built The Cleveland Foundation since its inception in 1914. Their gifts, ranging from a few dollars to millions, work to improve the quality of life in Greater Cleveland today and for generations to come. We see significant changes in giving today compared with decades past. More donors prefer giving to their community during their lifetime, rather than solely through bequests. Many who establish a fund want a voice in its grantmaking. They often find the donor-aclvisor fund an easy way to accomplish that objective without the burden of administrative matters or IRS reporting requirem ents. Donors also are more sophisticated about planned gifts than in the past. They approach the Foundation wanting to explore the benefits of charitable gift annuities, charitable rem ainder trusts and pooled income funds, as well as bequests. In 1995, we adopted a formal developm ent philosophy statem ent articulating our goals in building community endowment: We welcome gifts of any size from donors of diverse backgrounds and means.

We strive for the highest standards of careful stewardship and integrity in respecting donors' intent.

We ensure that gifts given today will remain relevant in the future.

We encourage gifts permitting creative and flexible responses to community needs.

iu*J11Âť(I

rttm

r*rÂŤ

HOW YOU C A N G I V E TO T H E C L E V E L A N D F O U N D A T I O N

We welcome and value gifts of any size. Many people give in honor of a special occasion: a wedding, birth or anniversary, or as a memorial instead of flowers. Others give simply to return something to their community. Special Contributions

You may add a gift in any am ount to any existing fund of The Cleveland Foundation. If you wish, you may indicate an area of interest toward which to direct your gift, or you may give an unrestricted gift to serve the broadest range of community needs. If you are considering a larger gift, the Foundation offers you the widest array of giving options. You may give using cash, securities, life insurance, real estate or other personal property. Named Funds

With a gift of $10,000, you may establish a perm a nent fund in your own name or that of a person or cause you value. You need not give the entire amount at once; if you prefer, you may give incre mentally over the course of several years until the fund reaches the size you wish. Charitable Gift Annuities

You enter into this simple legal agreem ent with The Cleveland Foundation through a gift of $10,000 or more. In return, you receive lifetime income. After death, any unused portion of your gift remains with the Foundation for unrestricted grantmaking. Community Pooled Income Fund

This fund combines many different gifts for investment and administrative purposes. You may participate with a gift of $10,000 and receive proportionate amounts of fund income based on the number of shares you hold and fund perfor mance. After your lifetime, your shares establish a perm anent fund in your name.

Donor-Advisor Funds

With this type of nam ed fund, you may make grant recommendations annually on up to 6 percent of the fund’s m arket value. You establish a donoradvisor fund with a gift of $50,000, and may add gifts of any size to increase the fund’s value and grantmaking potential. The fund exists for your life time and that of your spouse, or 25 years, whichever is longer. If you establish the fund at $250,000, your children may make grant recom m endations for a specific period of time. When your family’s involve m ent ends, the fund continues in your name. Charitable Remainder Trusts

These trusts are arrangem ents between you and a Foundation-approved trustee. You transfer property to the trust but retain the right to receive its income. After your lifetime, the Foundation uses the princi pal to establish a perm anent fund in your name, with income directed as you choose. You may estab lish a charitable rem ainder trust with assets of $100,000 or more. Supporting Organizations

You, your family or a private foundation may create a supporting organization of the Foundation, a spe cial fund with its own grantmaking ability and board of trustees. The supporting organization takes advantage of the Foundation’s professional staff assistance, administrative services and favorable tax status. A trustee bank or investment manager of your choosing manages the assets. You may create a supporting organization with assets of $2 million. Bequests

Charitable Life Insurance

A life insurance policy enables many donors to give more than otherwise possible. You simply secure a policy with a minimum face value of $25,000, naming the Foundation as owner and beneficiary. You may also use an existing policy by transferring ownership and beneficiary status to the Foundation. Upon redeeming the policy, we establish a perm anent fund in your name.

A bequest in your will is the simplest and most often used gift, directing either a fixed num ber of dollars or percentage of your estate to The Cleveland Foundation for grantmaking.

Through the Goff Society, we recognize the generosity of living donors who have established permanent named funds of over $10,000, donor-advisor funds, or supporting organizations. Ruth E. Adomeit*

Preston B. Heller Jr.

Richard W. and Patricia R. Pogue

Mrs. William Harry Alexander

Beverly G. and Albert M. Higley Jr.

Victoire and Alfred M. Rankin Jr.

Fred J. Ball and Elizabeth S. Ball

Arlene and Arthur S. Holden

James and Rita Rechin

Kent and Jeannine Cavender Bares

Elizabeth W. and William M. Jones

Mr. and Mrs. Raymond M. Reisacher

Charles P. and Julia S. Bolton

Jane P. Kirkham*

William Hughes Roberts

Mrs. Roger Bond Jr.

Susan N. Lajoie

Mr. and Mrs. Thomas H. Roulston

Mr. and Mrs. Robert R. Broadbent

Eleanor M. Lewis and Wayne H. Lewis

Henry W. Sciulli

Lenore V. Buford, Ph.D.

Robert R. Lucas

Mrs. Ellery Sedgwick Jr.

Robert and Virginia Burkhardt

Mrs. Leonard G. Martien

Mr. and Mrs. John Sherwin Jr.

David and Ginger Campopiano

Mrs. J. Denny May

Mr. and Mrs. Edward W. Sloan Jr.

E. Bruce and Virginia Chaney

Charles R. McDonald*

Mrs. Kent H. Smith

Corning Chisholm Mr. and Mrs. M. Roger Clapp

Thornton D. and Penny P. McDonough

James P. Storer

James M. and Ann M. Delaney

W. J. Barlow McWilliams

Dudley J. Taw

Jim and Isabelle Dunlap

William A. and Margaret N. Mitchell

Mrs. William C. Treuhaft

Doris Anita Evans, M.D.

Lindsay J. and David T. Morgenthaler

Philip R. Uhlin

Mr. and Mrs. Nicholas J. Federico

Charles J. and Patricia Perry Nock

Paul and Sonja Unger

John Gabel

James A. (Dolph) and Fay-Tyler Norton

Mr. and Mrs. Robert A. Garda Sally K. Griswold Holsey Gates Handyside Dr. and Mrs. S. W. Hartwell Jr. Laura R. Heath

Mr.* and Mrs. R. Henry Norweb Jr. Tommie Lenora Pradd Patty Gilbert S. Peirce George J. Picha

Russell H. and Gretchen H. Smith

Hon. and Mrs. George V. Voinovich Mrs. Peter Wellman Mrs. Michael A. Wipper Mrs. Samuel Wolpert Robert J. and Janet G. Yaroma Anonymous (18)

We also recognize the following organizations and corporations that have established funds at The Cleveland Foundation: American Cancer Society, Ohio Division Incorporated Ameritech Aurora Schools Foundation City of Cleveland Cuyahoga County Public Library The Forest City Hospital Foundation Goodrich Social Settlement Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc.

The Catherine Horstmann Home

Northern Ohio Opera

The Intermuseum Conservation Association

The Ohio Humanities Council

Northwest Emergency Team

The Junior League of Cleveland, Inc. (Children's Theatre)

St. James A.M.E. Church

Lesbian/Gay Community Service Center of Greater Cleveland

United Way Services

The Lincoln Electric Foundation Lutheran Metropolitan Ministry Association

Scholarship-ln-Escrow

Women's General Hospital

As of April 26, 1996

Legacy Society The Legacy Society recognizes individuals who have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity. Ruth E. Adomeit*

Robert M. and Barbara Ginn

Charles R. McDonald*

Lewis Affelder*

Mary Louise and Richard Hahn

Steven and Dolly Minter

Fred J. Ball and Elizabeth S. Ball

Virginia H. Hamann

Arthur P. Moebius

Linda M. Betzer

Holsey Gates Handyside

Mary B. Moon

Robert E. Bingham

Mary Jane D. Hartwell

John B. Moore

Jeannette W. Brewer

Beverly G. and Albert M. Higley Jr.

J. Howard Morris Jr.

Lenore V. Buford, Ph.D.

Flora D. Hirsohn*

James A. (Dolph) and Fay-Tyler Norton

Robert and Virginia Burkhardt

Suzanne and Michael J. Hoffmann

Mr.* and Mrs. R. Henry Norweb Jr.

Marjorie and Harry Carlson

Ronald D. Holman

John F. O'Brien

Mary C. Carter

Mr. and Mrs. B. Scott Isquick

Barbara H. Patterson

Arthur W. Chown*

Elizabeth W. and William M. Jones

Frederick W. Pattison

Richard H. and Cathy L. Crabtree

Virginia S. Jones

Catherine and James Pender

Pitt A. and Sally Curtiss

Norman F. and Sandra L. Klopp

Florence K. Z. Pollack

Philip Dawson

Elizabeth D. Kondorossy

William Hughes Roberts

Patricia Jansen Doyle

Marjorie and Samuel Lamport

James L. Ryhal Jr.

Kevin and Carolyn Ellison

William F. Laurie and Georgia E. Laurie

Henry W. Sciulli

Doris Anita Evans, M.D.

Frances D. Lesser

Mr. and Mrs. Edward W. Sloan Jr.

Helen V. Fitzhugh

Charlotte S. Levy

Mr. and Mrs. Joseph H. Thomas

Virginia Q. Foley

Wayne H. Lewis

Genevieve and A. Carter Wilmot

C. Henry and Caryn Foltz

Mr. and Mrs. G. Russell Lincoln

Mr. and Mrs. H. Robert Wismar Jr.

Eleanor R. Gerson

Mrs. J. Denny May

Anonymous (3)

As of April 26, 1996

* Deceased

New Assets

he grants described in this report were made possible by generous support from public-spirited Cleveland individuals, families and corporations. We are pleased to report that in 1995 The Cleveland Foundation received $12.1 million in new assets. The largest single gift, $1.9 million, came from Arthur S. Holden Jr. and other family members. Their gift established The Donum Fund, formerly a private foundation based in Lake County, as a donor-advisor fund.

S U M M A R Y OF N E W A S S E T S NEW PERMANENT FUNDS ADDITIONS TO PERMANENT FUNDS

$3,141,421 4,030,505

NEW PROJECT ACCOUNTS

225,633

ADDITIONS TO PROJECT ACCOUNTS

785,553

NEW DONOR-ADVISOR FUNDS ADDITIONS TO DONOR-ADVISOR FUNDS NEW AGENCY ENDOWMENT FUNDS

2,050,128 442,703 85,438

ADDITIONS TO AGENCY ENDOWMENT FUNDS

161,311

ADDITIONS TO SUPPORTING ORGANIZATIONS

1,167,061

OTHER ADDITIONS TOTAL 1995 N EW ASSETS

16,396 $12,106,149*

*Of this amount, $790,584 represents payments against pledges made in a previous year which are not includ ed in the current year’s financial statements total of $11,315,565, and a reduction of pledges receiv able from a previous year. The full pledge amount was recognized in the year the pledge was made.

New Permanent Funds Fred J. Ball Fund

..................................................$78,250

Donor: Fred J. Ball Use of income: To support creative responses

to the problems of providing legal service to persons

Carolyn V. Heller Fund

......................................$476,943

Donor: Preston B. Heller Jr. In memory of Carolyn V. Heller Donors: Mr. and Mrs. Cloyd Abruzzo, Stanley and Hope

and organizations unable to afford private legal counsel

Adelstein, Steven Adler and Carol Rolf, Bruce H. and

The Fred J. Ball and Elizabeth S. Ball Charitable Remainder Trust ................................$33,734*

Mary J. Akers, Mr. and Mrs. Alan J. Altheimer, Barbara C. and

Donors: Fred J. and Elizabeth S. Ball Use of remainder: To be added to the Fred J. Ball

F. Reed Andrews Jr., Bear Marketing, Inc., Richard J. Blum and Harriet L. Warm, Dennis J. and Judith J. Bodziony,

Fund

Britton-Gallagher & Associates, Inc., Bob and Cindy Bruml, Gene and Janice Carlson, Centerchem, Inc., Chadwick

Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable Trust ............................................. $1,038,976

Donor: Anna H. Blake Unitrust Use of income: Unrestricted charitable purposes

Alton LaMaur Character Memorial Scholarship Fund ............................... $10,080

Donors: David C. Basalla, Elizabeth Blount, William H.

International, Inc., Beecher N. and Dorothy K. Claflin, John J. and Mary C. Clark, Jerry A. and Eleanor E. Cooper, Tom and Sue Cristal, Pitt A. and Sally Curtiss, Mr. and Mrs. Joseph T. De Cerbo, J. R. and Dr. E. Pauline Degenfelder, Mr. and Mrs. Robert D. Deitz, Digital Equipment Corporation, Dolfuss-Root & Company, Frederick A. and Phebe H. Downey, John F. Downie, Daniel R. Elliott Jr. and Margaret M. Caldwell, Mary and Oliver F. Emerson Foundation, Charles R. Emrick Jr.,

Carpenter, Alvin James Character, Judge Carl J. and Dee Ann

Mary C. Farrar, Federal Wholesale Company, Inc., George and

Character, Larry and Colleen Character Gibbons, Andrew H.

Bettie Feiss, Joe and Shirley Felber, Edith Grant, Anne Greenfield,

and Geraldine Gilham, Talbert and Juanita M. Jennings, Drs.

Jay Greyson, Robert P. Guberman and Judith A. Salerno,

L. Morris and Adrienne Jones, Louis and Barbara J. Kaszas,

H.L.K. & Associates, Inc., Alvin N. and Barbara A. Haas,

Mary Kelly, The Lubrizol Corporation, Julia E. McCorkle, Neda

Blair and Dori Haas, Fred and Debi Hammett, William and

Mihelin, Mary Ann K. Mucha, Janet Beverly Purnell, Second

Sandra Hanewall, Gordon E. Heffern, Charles W. Heller,

District Police Community Relations Committee, Carol M.

Dr. and Mrs. Richard E. Heller, Scott and June Isquick, Bob

Shkerich, Thaddeus Sumbry, Lois A. Tisdale, U.A. Health Care

and Rhona Jacobson, Harold C. and Helen M. Jeffers,

Corporation of Ohio, Inc., John R. and Martha R. Whitbeck

Theodore W. and Jeanne W. Jones, Mrs. E. S. Juda,

In memory of Demetrius M. Anderson Donor: James E. Morgan In memory of Charles. Ronald and Reginald Haggins Donor: Edward T. Haggins Use of income: To provide scholarship assistance to

Nancy Juda, Ira C. Kaplan, KEMET Electronics Corporation, Kent Electronics, George Klein, James M. and Sherry L. Koziol, Ewald E. Kundtz Jr., J. Chris and Marilyn H. Langmack, Mr. and Mrs. Thomas M. Lankford, Mr. and Mrs. Robert L. Larson, David J. Lazar, Mr. and Mrs. Bruce M. Listerman,

college-bound graduating seniors of Collinwood High School

Frank and Harriet Livingston, Patricia M. Livingston, Mr. and

with a preference to African-Americans and students who

Mrs. Stanley Lowitt, Roman N. and Alexandra Lucky, William

demonstrate both skill and interest in violence mediation

E. MacDonald 111, Mr. and Mrs. Wentworth J. Marshall Jr., Morris and Phyllis Matt, John and Margi McDonald, Arthur

and prevention Arthur F. and Gladys D. Connard Memorial Fund ................................................. $250,000

Donor: Estate of Gladys D. Connard Use of income: A portion designated for West Shore Unitarian-Universalist Church, and the remainder for

general educational purposes including scholarship aid The Thomas Dugan and Alice Dugan Memorial Fund ................................................. $512,325

Donor: Alice Dugan Trust Use of income: Unrestricted charitable purposes Evelyn Golumb Fund

........................................$168,595

Donor: Evelyn Golumb Trust Use of income: Unrestricted charitable purposes

G. Merriman Jr., Allen and Ruth Miller, Charles and Rebecca Miller, Mr. and Mrs. E. H. Mitchell, George G. Morris Jr., Hugh E. and Margaret Mary Mullen, National City Bank Executive Department, National City Bank Metro/Ohio Division, NEDA/National Electronic Distributors Association, Michael C. Nock, Northern Ohio Region Classic Car Club of America, Ake and Marie-Louise Nyborg, Mr. and Mrs. David P. O'Neill, William A. Papenbrock, Stanley C. and Louise K. Patno, Albert Pick III, Pioneer-Standard Electronics, Inc., Richard W. Pogue, Rand Potter, Jeffrey D. and Christine A. Steedman Rawson, Dennis Reker, Carmen J. and Ann Riazzi, Dick Russell, St. Lawrence Steel Corporation, Mr. and Mrs. Jacques R. Sardas, Janice and William B. Sellers Jr., Lynn Breuer Shaw, Barbara Simone, Diane Rae Singer, Edwin Z. and Naomi Singer, Mr. and Mrs. Harry Singer, Phil and Ann Singer, Mr. and Mrs. James G. Stanforth, June M. Stewart, Dale E. Stitt, John and Alice Strauss, Sudbury, Inc., Thomas C. and Sandra S. Sullivan, Sumer Incorporated, The Charles A. Veatch Company, Mike and Ruth Viny,

Donna L. and John H. Wagener Jr., Edward J. Walter and Jane M. Noe, The Ware Foundation, Michael R. and Hannah S. Weil, John D. Wheeler, Larry Young

Use of income: To support physical revitalization

of inner-city, deteriorating Cleveland neighborhoods with primary focus on, but not limited to, housing William M. and Elizabeth W. Jones F u n d ............$74,248

Donors: William M. and Elizabeth W. Jones Use of income: For the Foundation's public, charitable and educational purposes

The Marjorie and Samuel Lamport Charitable Remainder Trust ..............................$141,503*

Donors: Marjorie and Samuel Lamport Use of remainder: Designated for a period

Frederick Woodworth Pattison Pooled Income F u n d ............................................ $9,022

Donor: Frederick W. Pattison Use of remainder: Unrestricted charitable purposes

Queen McGee Evans Pryor Fund ......................$10,000

Donor: Doris Anita Evans, M.D. Use of income: To honor an outstanding teacher in the Greater Cleveland area schools

Ella M. Walz Memorial F u n d ............................$346,767

Donor: Estate of Ella M. Walz Use of income: A portion designated for

Northcoast Behavioral Health Care System for the music therapy program, and the remainder for education of students in psychiatry

of ten years to Judson Park Retirement Community and Cleveland Botanical Garden, after which time for cultural organizations in Cleveland

Additions to Permanent Funds Lewis and Ruth Affelder Fund ..........................$148,426

Donor: Lewis and Ruth Affelder Charitable Trust

Charles Rieley Armington Fund ..........................$36,000

Donor: Elizabeth Rieley Armington Charitable Trust

Helen and Ira J. Bircher F u n d ..............................$60,000

Donors: Helen and Ira J. Bircher

Domenic DeBaltzo, Paul S. Dennis, Philip Fleishman, Forest City & North American Lumber, Gary B. Garson, Nathan Gerdy, Gleeson Construction Inc., Going Places Travel Inc., Joseph Greenes, Mark T. Greffet, H.A.P. Enterprises, KAM Marketing, Inc., Sean P. Kilbane, Donald M. King, Kostman, Schmid & Associates, Inc., Ellis Lewin, Dennis Losey, Walter

Mary K. and Robert R. Broadbent Salvation Army Endowm ent Fund ........................$2,134

Donors: Robert R. and Mary K. Broadbent, The Broadbent Family Foundation, Inc. The Arthur W. Chown Fund

Commercial Insulation, Inc., Cuyahoga Chemical Co.,

................................$18,872

Donor: Arthur W. Chown Gift Annuity

Lowy, MC Properties, Ellen M. Manchook, Frank Mannino III, Alan M. and Janet Miller, Lawrence F. Minich, David J. and Maureen T. Muraco, NicSand, Inc., Noll Machinery, Inc, OneEleven Group, Patlen Company, The Pearl Rug Company, Phoenix Dye Works, Bert P. Poncher, Premier Sales Group, Marc L. and Jean A. Price, Pro-Cell, Inc., Charles Rockman, Norton W. Rose, Rysar Properties, Inc., SB Foundation,

Alzada Singleton Davis Fund ................................$5,000

Floyd B. and Karen Silver, Rocque and Sandra Trem,

Donor: Lenore V. Buford, Ph.D.

Inc., Van Waters & Rogers Inc., Hyman and Molly Wasserman,

Homer Everett Fund No. 2 ..................................$11,257

Keith S. Williams, World Equipment and Machine Sales Co.,

Donor: Homer Everett Trust

Betty H. and Jean E. Fairfax Fund

Donor: Jean

Edward H. Tresger, 21st Century Pets, U.S. Electric Fixture Co.,

Judge Joseph A. Zingales ......................$10,000

E. Fairfax

The Vince Federico Memorial F u n d ....................$21,875

Donors: Participants in the Vince Federico

Frances B. and George W. Ford Memorial Fund ....................................................$50,000

Donor: Daniel B. Ford Trust

The Holsey Gates Residence Preservation F u n d ................................................$28,408

Memorial Golf Tournament Sheldon G. Adelman, Agency Automotive Supplies, Inc., American Greenwood, Inc., Paul Angart,

Additional donors:

Donor: Holsey Gates Handyside

Rachelle M. Arnold, B.M.S. Properties, Kenneth B. Baker, Bee Gee Building Supply, Inc., Steven A. Belman, Bruder Inc.,

Charitable Remainder Trust ........................ Holsey Gates Handyside

Cardinal American Corporation, Classic Steel, Ronald B. Cohen,

Holsey Gates Handyside

Donor:

$99 499 *

Heights Youth Center F u n d .................................... $2,704

Poetry Fund ......................................................... $12,491

Donors: Geoffrey K. and Maryann D. Barnes, A.W. and Joanne

Donors: John Gabel, Bonnie M. Jacobson,

Benkendorf, Catharine D. Berwald, Glenn Billington, Ronald

Robert E. McDonough

and Isabelle G. Brown, Marshall Brudno, Armine G. Cuber, Patricia W. Davis, Richard C. and Nancy J. Dietrich, Joan E. Dowling, Dennis Drotar and Peggy Crawford, Gwen C. Dyer, Sarah Malone Evans, Yarden and Kirsten Faden, Jeffrey S. and Susan Forman, Judith L and Thomas C. Furnas Jr., Dorinda A. Gershman, Suzanne Halbe, Marc B. and Dr. Karen M. Jaffe, Clark W. and Mary B. Knierman, Norris J. and Mary E. Landis, Dr. Richard Lightbody, Mafalda McNamara, Charlotte S. and John M. Newman Jr., Dr. Samuel A. and Suzanne M. Nigro, Patrick J. and Nancy H. O'Connor, Dwight M. and Colleen F. Olson, Beth A. O'Malley, Robert S. and Barbara A. Ottinger, Catherine Penn, Mary W. Rautenberg, Christopher and Nancy Roy, Rev. Richard E. and Susan K. Sering, Calvin M. Singleton Jr., Elsie R. Tarcai, Leonard M. and Kerstin E. Trawick, Richard J. and Barbara W. Wherley, Dr. R. Allen Wilkinson, Mary F. Wilson, Margaret Wong & Associates Company, LPA

In honor of Bess Feren Donor: Maury Feren In memory of Natalie Crouter Donors: D'Arnold and Thelma Davis Agnes E. Meyer Herzog Fund

..................................$430

Donor: Barbara H. Patterson In honor of Barbara H. Patterson Donors: Michael F. and Mary A. Domski, Barbara A. Patterson

In memory of Frank E. Joseph, Steliane P. Karfes, Loretta Nugent and Mary Steber Donor: Barbara H. Patterson In memory of Anton S. Meyers Donors: John Kentner, Barbara H. Patterson Sherman Johnson and Frances Battles Johnson Memorial F u n d ....................................... $2,000

Donor: Dr. Janet M. Poponick Lois E. Kerr Memorial Fund

................................$19,258

Donor: Lois E. Kerr Testamentary Trust

Alexander G. Lajoie Jr. Memorial Fund ................ $3,500

Donors: Nora Lajoie, Susan N. Lajoie

Leonard G. Martien Fund ..................................... $5,281

Donor: Phyllis M. Martien

Princeton Urban Studies Fellowship Fund

Donors: Clements Family Charitable Trust,

.......... $6,131

Henry C. Doll, Judith K. and S. Sterling McMillan III, Robert H. Rawson Jr., Wilbur J. Shenk Jr. Victoire and Alfred M. Rankin Jr. F u n d .................. $3,346

Donors: Victoire and Alfred M. Rankin Jr. Demetra A. Sciulli Fund

Donor: Henry W. Sciulli

..................................... $28,041

William K. Selman Memorial Fund ..........................$970

Donor: Estate of William K. Selman

Taw Family Salvation Army Endowment Fund . . . $5,000

Donor: Dudley J. Taw

The Alma M. and Harry R. Templeton Memorial F u n d ............................................... $1,716,826

Donor: Alma M. Templeton Unitrust

Amos Burt and Jeanne L. Thompson F u n d .......... $1,000

Donors: Neil L. and Kathy Thompson

Molly Agnes Voinovich Memorial F u n d .............. $13,125

Donors: Louanne M. Clifford, Jane

E. Conroy, Judge Thomas

Patrick and Jeanne M. Curran, James M. and Ann M. Delaney, The Frances and Jane S. Lausche Foundation, Fred A. Lennon Charitable Trust, Nick and Patricia A. Tomino, Donald and Nancy Vickers, Governor George V. and Janet Voinovich

In memory of Alice Lennon Donors: Governor George V. and Janet Voinovich

The Homer C. Wadsworth Award ............................$330

In memory of Homer C. Wadsworth Donors: Citicorp Foundation, Patricia A. Mcllrath In memory of Alice Crutchfield Wadsworth Donors: Grace C. Bobo, Bratenahl Place Association,

Elsie W. De Leo, Bob and Ginny Eckardt, Michael J. and Suzanne I. Hoffmann, Edwin P. Swatek Jr. and Suzanne B. Cordell Ethel and Richard Whitehill Fu n d s....................$882,610

Donor: Estate of Richard W. Whitehill

Donald W. McIntyre Fund ................................. $771,724

Donor: Donald W. McIntyre Trust

H. Robert and Ann H. Wismar Fund

....................$5,832

Donors: Ann H. and H. Robert Wismar Jr.

The Northern Ohio Opera Fund ..............................$500

Donor: Perkins Charitable Foundation Fay-Tyler Murray Norton Fund

In honor of John Gabel Donor: Louise Frazer Mooney

Edith Wright Memorial Fund

Donor: Estate of Edith Wright

............................. $54,997

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

Donors: Dr. James A. and Fay-Tyler Norton

Tommie Lenora Pradd Patty Fund ........................ $1,938

Donor: Tommie L. Patty

* The value of certain planned gifts is listed at their charitable tax deduction level, determined by the Internal Revenue Service. f This amount is not included in The Cleveland Foundation financial statements.

Other Additions The Cleveland Foundation Administrative Fund . . . $5,000

Unrestricted g if t s .................................................. American Foundation at the direction of

Donor: Key Trust Company Nonprofit Asset Services Use of gift: To underwrite Frederick Harris

Donors:

Goff Philanthropic Leadership Dinner

Theodora P. Dakin, Folio Club, Gregory T. Holtz,

Life Insurance Foundation Endowment (LIFE)

Donors: Howard B. Edelstein, Bruce A. Kretch,

. . . . $425

J. Thomas Leslie, Barrett J. Weinberger

Use of gifts: Additional contributions toward

establishment of a fund Sanford E. Markey M e m o ria l................................... $595

Donors: American Federation of Television and

Radio Artists, Peter and Kathleen A. Dudchenko, Marjorie J. Henderson, Lynn A. and Lois L. Jones, Muriel H. Jones, Steve and Dolly Minter, Howard B. and Marilyn D. Newman, Constance M. Price and John L. Price Jr., The Roche Family Trust, John P. Zopp Jr., Judith L. Zopp Restricted g if t ......................................................... $5,301

Donor: Estate of Pearl Spitz Use of income: The care, service or benefit of persons regarded as older persons or aged

Edith W. Corning, Harry and Marge Carlson, KeyCorp, Steve and Dolly Minter, NACCO Industries, Inc., Frank B. O'Brien, James V. and Ursula B. Patton

In honor of Marge Carlson and the Cleveland Indians . American League Champions Donor: Jane C. Williams of The Seattle Foundation In honor of Harry and Marge Carlson Donor: Lucy Lincoln-Gilson In memory of Robert E. Eckardt. M.D ., Ph.D. Donor: Marge Carlson In honor of John Brian Olsen Donors: Dr. James A. and Fay-Tyler Norton

$5,075

Permanent Funds of The Cleveland Foundation Thousands of donors have contributed to The Cleveland Foundation since its creation in 1914, often through bequests, but also through gifts of cash, securities, life insurance policies, real estate and other personal property. A perm anent fund may be established with a minimum gift of .$10,000. Following is a list of the perm anent nam ed funds of the Foundation. PERMANENT FUNDS Morris Abrams Fund The Adomeit Fund Ruth E. Adomeit Fund Lewis and Ruth Affelder Fund Rhoda L. Affelder Fund Wickham H. Aldrich Fund Rob Roy Alexander Fund The William Harry Alexander Fund The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research Raleigh F. Andrie Memorial Fund The George and May Margaret Angell Trust Anisfield-Wolf Fund Charles Rieley Armington Fund Katherine B. Arundel Fund Walter C. and Lucy I. Astrup Funds (2)

Hattie E. Bingham Fund Helen and Ira J. Bircher Fund George Davis Bivin Fund Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable Trust The Martin E. and Evelyn K. Blum Fund Tom L.E. Blum and Martin E. Blum Fund Katherine Bohm Fund Ernest J. Bohn Memorial Fund Roberta Holden Bole Fund Newell C. Bolton Fund Jean and Roger Bond Jr. Fund Helen R. Bowler Fund The George H. Boyd Fund* Alva Bradley II Fund Jeanette W. Brewer Fund Gertrude H. Britton, Katharine H. Perkins Fund

Sophie Auerbach Fund

Mary K. and Robert R. Broadbent Salvation Army Endowment Fund

Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund

Fannie Brown Memorial Fund

Ruth and Elmer Babin Fund The Frederic M. and Nettie E. Backus Memorial Fund The Magdalena Baehr Fund Fannie White Baker Fund Walter C. Baker Fund Walter C. and Fannie White Baker Fund

Marie H. Brown Fund Ada G. Bruce Fund George F. Buehler Memorial Fund Marie I. Buelow Fund Judge Lillian W. Burke Scholarship Fund Burkhardt Family Fund

Lilian Hanna Baldwin Fund

The Harry F. and Edna J. Burmester Charitable Remainder Unitrust No. 1

Ball, Ball, Galloway, Jacobs and Pickett Fund

The Thomas Burnham Memorial

Fred J. Ball Fund

The Thomas Burnham Memorial Trust

The Fred J. Ball and Elizabeth S. Ball Charitable Remainder Trust

Katherine Ward Burrell Fund

Mabel R. Bateman Memorial Fund

Janet G. and Mary H. Cameron Memorial Fund

Warner M. Bateman Memorial Fund

Edmund S. Busch Fund

Marian M. Cameron Fund

Cornelia W. Beardslee Fund

The Martha B. Carlisle Memorial Fund

James C. Beardslee Fund

Edna L. and Gustav W. Carlson Foundation Memorial Fund

Louis D. Beaumont Fund

Alfred J. Carpenter Memorial Fund

Robert K. Beck Memorial Fund

Leyton E. Carter Memorial Fund

The Beckenbach Scholarship Memorial Fund

Mary C. Carter Gift Annuity

Mary Berryman Fund

Robert and Annie Cartman Fund

Nestor B. Betzold Trust

The Central High School Endowment Fund

Ida Beznoska Fund

The Fred H. Chapin Memorial Fund

Big Brothers of Greater Cleveland Fund

The George Lord and Elizabeth Chapman Fund*

The Dr. Hamilton Fisk Biggar Fund

The Frank J. and Nellie L. Chappie Fund*

Alton LaMaur Character Memorial Scholarship Fund

Homer Everett Funds (2)

The Children Forever Endowment Fund

Mary McGraw Everett Fund

The Adele Coming Chisholm Memorial Fund

The Irene Ewing Trust

George W. Chisholm Fund

Betty H. and Jean E. Fairfax Fund

The Arthur W. Chown Fund

Charles Dudley Farnsworth Fund

Garnetta B. Christenson and LeRoy W. Christenson Fund

Charles Farran Fund

Mr. and Mrs. Harold T. Clark Fund

The George D. and Edith W. Featherstone Memorial Fund

J.E.G. Clark Trust

The Vince Federico Memorial Fund

Marie Odenkirk Clark Fund

Dr. Frank Carl Felix and Flora Webster Felix Fund

Clark-Owen Memorial Fund

William S. and Freda M. Fell Memorial Fund

The Elsa Claus Memorial Fund No. 2

The Fenn Educational Funds (4)

Inez and Harry Clement Award Fund

First Cleveland Cavalry-Norton Memorial Fund

Cleveland: NOW Fund

William C. Fischer and Lillye T. Fischer Memorial Fund

Cleveland Recreational Arts Fund

Fisher Fund

Cleveland War Memorial

Erwin L. Fisher and Fanny M. Fisher Memorial Fund

Clevite Welfare Fund

Helen V. Fitzhugh Gift Annuity

Caroline E. Coit Fund

Edward C. Flanigon Fund

Arthur F. and Gladys D. Connard Fund

Percy R. and Beatrice Round Forbes Memorial Fund

Arthur F. and Gladys D. Connard Memorial Fund

Frances B. and George W. Ford Memorial Fund

A.E. Convers Fund*

The Forest City Hospital Foundation Fund

Harry Coulby Funds (2)

Gladys J. and Homer D. Foster Fund

Jacob D. Cox Fund

Constance C. Frackelton Funds (4)

S. Houghton Cox Fund

The Fannie Pitcairn Frackelton and David W. Frackelton Fund

Cathy L. Crabtree Fund

Robert J. Frackelton Fund

The Eileen H. Cramer and Marvin H. Cramer Fund

The George Freeman Charity Fund

The William R. and F. Cassie Daley Trust Fund

Winifred Fryer Memorial Fund

Henry G. Dalton Fund

Frederic C. Fulton Fund

Alzada Singleton Davis Fund

Charles H. Gale Fund

Edward H. deConingh Fund

Frederic H. Gates Fund

Mary E. Dee Memorial Fund

The Holsey Gates Residence Preservation Fund

James M. and Ann M. Delaney Fund

Eleanor R. Gerson Charitable Remainder Unitrust

The Howard and Edith Dingle Fund

The William F. and Anna Lawrence Gibbons Fund*

The Carl and Marion Dittmar Fund

Emil and Genevieve Gibian Fund

Edwin A. and Julia Greene Dodd Funds (2)

Frank S. Gibson Memorial Fund

Anna J. Dorman and Pliny 0. Dorman Memorial Fund

Rose B. and Myron E. Glass Memorial Fund

L. Dale Dorney Fund

Frederick Harris Goff Fund

James J. Doyle and Lillian Herron Doyle Scholarship Fund

Frederick H. and Frances Southworth Goff Fund*

Charles A. Driffield Memorial Fund

Isaac C. Goff Fund*

The Thomas Dugan and Alice Dugan Memorial Fund

Edwin R. Goldfield Fund

The Mary and Wallace Duncan Fund

Lillian F. Goldfield Fund

The William C. and Agnes M. Dunn Fund

Marie Louise Gollan Fund

Bruce S. Dwynn Memorial Fund

Evelyn Golumb Fund

Alice McHardy Dye Fund

Dr. Isadore J. Goodman and Ruth Goodman Memorial Fund

Lyda G. and Horatio B. Ebert Fund

Julius E. Goodman Fund

Kristian Eilertsen Fund

The George C. and Marion S. Gordon Fund

The Emerald Necklace Fund

Robert B. Grandin Fund

Ada C. Emerson Fund*

Harold R. Greene Fund

Irene C. and Karl Emmerling Scholarship Fund

Maxine Y. Haberman Fund

Reinhold W. Erickson Fund

The Hortense B. Halle and Jay M. Halle Fund

Flora M. Everett Fund

Virginia H. Hamann Gift Annuity

Henry A. Everett Trust

Dorothea Wright Hamilton Fund

Edwin T. and Mary E. Hamilton Fund

Howard W. Hottenstein Fund

The Lynn J. and Eva D. Hammond Memorial Fund*

Virginia M. Huey Fund

Handyside Family Memorial Fund for Western Reserve Academy

Martin Huge, Martha M. Huge, Theodore L. Huge and Reinhardt E. Huge Memorial Fund

Douglas P. Handyside Memorial Fund

The John Huntington Benevolent Fund

Holsey Gates Handyside Charitable Remainder Trust

The A.W. Hurlbut Fund

Leonard C. Hanna Jr. Funds (9)

The Norma Witt Jackson Fund

The Leonard C. Hanna Jr. Special Fund

Rhea Hanna Jerpbak Memorial Trust

William Stitt Hannon Fund Janet Harley Memorial Fund

Earle L. Johnson and Walter Sawtelle Doan and Ella P. Doan Memorial Fund

Mr. and Mrs. Roy G. Harley Fund

The J. Kimball Johnson Memorial Fund

H. Stuart Harrison Memorial Fund

Sherman Johnson and Frances Battles Johnson Memorial Fund

Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds (2) F.H. Haserot Fund Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Funds (2)

The Thomas Hoyt Jones Family Fund The Virginia Jones Memorial Fund The Virginia L. Jones Charitable Remainder Unitrust William M. and Elizabeth W. Jones Fund

Henry R. Hatch Memorial Fund

James S. Jordan Fund

Homer H. Hatch Fund

Adrian D. Joyce Fund

John and Helen A. Hay Memorial Fund

The Frederick W. and Henryett Slocum Judd Fund

Lewis Howard Hayden and Lulu May Hayden Fund

Henryett S. Judd Fund

George Halle Hays Fund

Tillie A. Kaley and Warren R. Kaley Memorial Fund

Nora Hays Fund

Karamu House Trust

Heights Youth Center Fund

Raymond B. Kelley Fund

The Henry E. Heiner and Marie Hays Heiner Memorial Fund

Albert B. and Sara P. Kern Memorial Fund

Carolyn V. Heller Fund

Lois E. Kerr Memorial Fund

The Louise W. and Irving K. Heller Fund

Joseph E. Kewley Memorial Fund

Mildred Shelby Heller Memorial Fund

Orrin F. Kilmer Fund

The William Myron Heller Memorial Fund

Lillian E. Kirchner Fund

Warren J. Henderson Fund

Clarence A. Kirkham Memorial Fund

Iva L. Herl Fund

John R. Kistner Fund

The Clifford B. Hershik Memorial Fund

Dr. Emmanuel Klaus Memorial Fund

Agnes E. Meyer Herzog Fund

Sandra L. Klopp Fund

The Siegmund and Bertha B. Herzog Endowment Fund

Samuel B. Knight Fund

James R. Hibshman Family Trust

The Philip E. and Bertha Hawley Knowlton Fund

Highland View Hospital Employees' Fund

Estelle C. Koch Memorial Scholarship Fund

Albert M. Higley Memorial

Richard H. Kohn Fund

Albert M. and Beverly G. Higley Fund

Leslie and Elizabeth D. Kondorossy Charitable Remainder Unitrust

Mary G. Higley Fund Mildred S. Higley Fund The Hinds Memorial Fund* The Hiram House Fund The Jacob Hirtenstein Fund H. Morley and Elizabeth Newberry Hitchcock Fund Reuben W. Hitchcock Fund Suzanne and Michael J. Hoffmann Fund Mr. and Mrs. Arthur S. Holden Fund Helen M. Holland Memorial Dr. John W. Holloway Memorial Fund Mildred E. Hommel and Arthur G. Hommel Memorial Fund A.R. Horr Trust*

The Otto and Lena Konigslow Memorial Fund* Samuel E. Kramer Law Scholarship Fund Mary Kopec Kreicher Fund Leonard Krieger Fund Elroy J. and Fynette H. Kulas Fund Alexander G. Lajoie Jr. Memorial Fund The Lake-Geauga Funds (5) The Marjorie and Samuel Lamport Charitable Remainder Trust Kathryn V. Lantz Fund The Arthur A. Lederer and Ruth Lawrence Lederer Fund Harley C. Lee and Elizabeth Keedick Lee Fund Frances Doolittle Lesser Fund

Centureena S. Hotchkiss Fund

The Jon Lewis Fund

The George L. and Genevieve D. Moore Family Funds (2)

Martha M. Linden Fund

The Mr. and Mrs. Jay P. Moore Memorial Fund

Robert M. Linney Fund

John H. and Beatrice C. Moore Fund

Sue L. Little Fund

J. Howard and Josephine L. Morris Gift Annuity

Vida C. Logan Fund

William Curtis Morton, Maud Morton, Kathleen Morton Fund

Elizabeth T. Lohmiller Fund

Mary MacBain Motch Fund

Meta M. Long Fund

E. Freeman Mould Fund

Gustave Lorber and Frieda Bruml Lorber Memorial Fund

Jane C. Mould Fund

Henry M. Lucas Fund

Frank A. Myers Fund

Clemens W. Lundoff and Hilda T. Lundoff Fund

Tom Neal Fund

Frank J. Lynch Fund

Harold M. Nichols Fund

Nellie Lynch Fund

Jessie Roe North and George Mahan North Memorial Fund

The William Fred Mackay and Cora Carlisle Mackay Memorial Fund

The Northern Ohio Opera Fund The Northwest Emergency Team Fund

Theresa Mae MacNab Fund

Fay-Tyler Murray Norton Fund

Anna Mary Magee Memorial Fund

Blanche E. Norvell Fund*

The Maude F. Majerick Fund

Harry Norvell Fund

Leone R. Bowe Marco Fund

R. Henry Norweb Jr. and Elizabeth G. Norweb Gift Annuity

Leonard G. Martien Fund

John F. Oberlin and John C. Oberlin Fund

Alice Keith Mather Fund

John F. O'Brien Charitable Remainder Unitrust

The Samuel Mather and Flora Stone Mather Memorial Fund

The Crispin and Kate Oglebay Trust

Ruth A. Matson Fund

Ohio Nut and Bolt Company Fund

The Frederick R. and Bertha Specht Mautz Scholarship Fund

Beulah N. Olinger Fund

Erma L. Mawer Fund

John G. and May Lockwood Oliver Memorial Fund

Harriet E. McBride Fund

Clarence A. Olsen Trust

Malcolm L. McBride and John Harris McBride II Memorial Fund

Mary King Osborn Fund

Dr. Jane Power McCollough Fund The Lewis A. and Ellen E. McCreary Memorial Fund Heber McFarland Fund The John A. and Mildred T. McGean Fund Hilda J. McGee Fund The George W. and Sarah McGuire Fund Donald W. McIntyre Fund Gladys M. McIntyre Memorial Fund W. Brewster McKenna Fund The Katherine B. McKitterick Fund The John C. McLean Memorial Fund Ruth Neville McLean Memorial Fund The Howard T. McMyler Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund The Grace E. Meyette Fund Sarah Stern Michael Fund Herman R. and Esther S. Miller Memorial Fund William P. Miller Fund Helen Gibbs Mills Memorial Fund Victor Mills Fund Anna B. Minzer Fund John A. Mitchell and Blanche G. Mitchell Fund Cornelia S. Moore Fund*

William P. Palmer Fund The Dr. Charles B. Parker Memorial Fund* Erla Schlather Parker Fund The Joseph K. and Amy Shepard Patterson Memorial Fund Frederick Woodworth Pattison Fund Tommie Lenora Pradd Patty Fund Blanche B. Payer Fund Linda J. Peirce Memorial Fund Douglas Perkins Fund The August G. and Lee F. Peterka Fund Grace M. Pew Fund Poetry Fund Caroline Brown Prescott Memorial Fund Walter D. Price Fund William H. Price Fund Princeton Urban Studies Fellowship Fund Florence Mackey Pritchard and PJ. Pritchard Scholarship Fund Queen McGee Evans Pryor Fund The Public Square Preservation and Maintenance Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund* The George John Putz and Margaret Putz Memorial Fund The Fred 0. and Lucille M. Quick Fund The Charles Greif Raible and Catherine Rogers Raible Fund The John R. Raible Fund Victoire and Alfred M. Rankin Jr. Fund

Marion E. Rannells Fund Barbara Haas Rawson Memorial Fund Grace P. Rawson Fund Clay L. and Florence Rannells Reely Fund Hilda Reich Fund Leonard R. Rench 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

The Retreat Memorial Fund

Josephine L. Speriy Fund

Marie Richardson Memorial Fund

The George B. Spreng and Hazel Myers Spreng Memorial Fund

Charles L. Richman Fund Nathan G. Richman Fund Helen D. Robinson Fund

The Hazel Myers Spreng Fund in memory of her parents, Mr. and Mrs. A.N. Myers

Alice M. Rockefeller Fund

Virginia Spriggs Fund

Elizabeth Becker Rorabeck Fund

The Miriam Kerruish Stage Fund

Rebecca and Etta Rosenberg Memorial Fund

The Dorothy and Oscar H. Steiner Fund for the Conservation of Abused Children

Edward L. Rosenfeld and Bertha M. Rosenfeld Fund Roulston Family Fund No. 3 Charles F. Ruby Fund William A. Ruehl and Mary Ruehl Memorial Fund Dorothy and Helen Ruth Fund St. Barnabas Guild for Nursing Fund Virginia Salay Memorial Fund Janet Coe Sanborn Fund Mary Coit Sanford Fund The Mary Coit Sanford Memorial Fund Oliver H. Schaaf Fund Dr. Henry A. and Mary J. Schlink Memorial Fund Scholarship-in-Escrow Fund Otto F. Schramm and Edna H. Schramm Memorial Fund

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 R. Stewart Fund The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Charles L. and Marion H. Stone Fund Esther H. and B.F. Stoner Memorial Fund Harriet B. Storrs Fund Vernon Stouffer Memorial Fund Leonard F. Stowe Fund

The Robert N. Schwartz Fund for Retarded Children

Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund

Demetra A. Sciulli Fund

The Ignatz and Berta Sunshine Fund

William C. Scofield Memorial Fund

C.F. Taplin Fund

Alice Duty Seagrave Foreign Study Fund

Charles Farrand Taplin and Elsie H. Taplin Fund

Warner Seely Fund

Taw Family Salvation Army Endowment Fund

Charles W. and Lucille Sellers Memorial Fund

The Alma M. and Harry R. Templeton Memorial Fund

William K. Selman Memorial Fund

Henrietta Teufel Memorial Fund

The Arthur and Agnes Severson Memorial Fund

The Katharine Holden Thayer Funds (3)

Glenn M. and Elsa V. Shaw Fund

The John H. Thomas Fund

Frank S. Sheets and Alberta G. Sheets Memorial Fund

Allison John Thompson Memorial Fund

Frank E. Shepardson Fund

Amos Burt and Jeanne L. Thompson Fund

Nina Sherrer Fund

Chester A. Thompson Fund

The Henry A. Sherwin and Frances M. Sherwin Funds* (3)

Homer F. Tielke Fund

James Nelson Sherwin Fund

Maude S. Tomlin Memorial Fund

The John and Frances W. Sherwin Fund

Mabelle G. and Finton L. Torrence Fund

Cornelia Adams Shiras Memorial

Stephen E. Tracey and Helen Oster Tracey Fund

The John and LaVerne Short Memorial Fund

The Elizabeth M. and William C. Treuhaft Fund

The A.H. and Julia W. Shunk Fund

Jessie C. Tucker Memorial Fund

The Thomas and Anna Sidlo Fund

Isabelle Tumpach Fund

Josephine R. and Edward W. Sloan Jr. Fund

James H. Turner Fund

Kent H. Smith Fund

The Edward A. and Esther T. Tuttle Memorial Fund

The Nellie B. Snavely Fund

Rufus M. Ullman Fund

Society for Crippled Children - Tris Speaker Memorial Fund

Leo W. Ulmer Fund

Christian and Sophia Vick Memorial Fund Molly Agnes Voinovich Memorial Fund

Project Accounts

Corinne T. Voss Fund The Homer C. Wadsworth Award John F. and Mary G. Wahl Memorial Fund Jessie MacDonald Walker Memorial Fund

In keeping with our philanthropic leadership role, we occasionally manage projects which we, and often other funders, support.

The John Mason Walter and Jeanne M. Walter Memorial Funds (2) Ella M. Walz Memorial Fund

NE W P R O J E C T A C C O U N T

Philip R. and Mary S. Ward Memorial Fund Cornelia Blakemore Warner Memorial Fund Helen B. Warner Fund Mabel Breckenridge Wason Fund A Mabel Breckenridge Wason Fund B*

Neighborhood Preservation Initiative ..............$225,633

Donor: The Pew Charitable Trusts Use of fund: Comprehensive community

economic development program targeted for three Cleveland west side neighborhoods

Stanley H. Watson Memorial Frank Walter Weide Fund Harriett and Arthur Weiland Fund

A D D I T I O N S TO P R O J E C T A C C O U N T S

The Harry H. and Stella B. Weiss Memorial Fund Burt Wenger Fund Leroy A. Westman Fund George B. and Edith S. Wheeler Trust

Citizens Committee on AIDS/HIV ......................$30,000

Donor: National AIDS

Fund

Cleveland Community-Building Initiative ..........$63,428

Lucius J. and Jennie C. Wheeler Memorial Fund

Donor: City of Cleveland

Jane D. White Funds (2)

Community AIDS Partnership

............................$32,525

The Marian L. and Edna A. Whitsey Fund

Donor: National AIDS Fund In memory of Charles Andrew Barber Donor: Deborah McColloch

Edward Loder Whittemore Fund

The Starr Foundation P ro g ram ........................... $50,000

Ethel and Richard Whitehill Funds (3) Mary C. Whitney Fund

Henry E. and Ethel L. Widdell Fund

Donor: The Starr Foundation

R.N. and H.R. Wiesenberger Fund

Teaching Leadership Consortium of Ohio

The John Edmund Williams Fund

Donor: The Ford Foundation

. . . . $609,600

Teresa Jane Williams Memorial Fund Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Funds (2) James D. Williamson Fund Ruth Ely Williamson Fund

ES TA BLISH ED PROJECT ACCOUNTS Citizens Committee on AIDS/HIV Cleveland Community-Building Initiative

The George H.( Charles E., and Samuel Denny Wilson Memorial Fund

The Cleveland Cultural Coalition

Marjorie A. Winbigler Memorial

Cleveland Heights High School Model School Program

H. Robert and Ann H. Wismar Fund

Community AIDS Partnership

Edith Anisfield Wolf Funds (2)

East Cleveland Mathematics and Science Program Evaluation

The Benjamin and Rosemary Wolpaw Memorial Fund

Grantmakers Forum

The Women's General Hospital Fund

Grantmakers in Aging

Nelle P. Woodworth Fund

Minority Teacher Education Program

David C. Wright Memorial Fund

Neighborhood Preservation Initiative

Edith Wright Memorial Fund

Neighborhood Progress, Inc.

The Wulf Sisters Memorial Fund

Neighbors Against Racial Violence Fund

Herbert E. and Eleanor M. Zdara Memorial Fund

The Starr Foundation Program

Roy J. Zook and Amelia T. Zook Fund

Starting Point for Child Care and Early Education

* Partial Benefits Funds provide payments of annuities to certain individuals prior to payment of income to the Foundation. With one exception, The Cleveland Foundation will ultimately receive the entire net income from these funds. The principal amounts of these funds are carried as assets of The Cleveland Foundation. 38

Teaching Leadership Consortium of Ohio

Donor-Advisor Funds NEW D O N O R - A D V I S O R F U N D S The Donum F u n d ............................................$1,949,997

The Cleveland Foundation Special Fund No. 5 The Cleveland Foundation Special Fund No. 6

Donor: The Donum Fund Use of Income: For the Foundation's public,

The Donum Fund

charitable and educational purposes

The GAR Fund

The James E. and Isabelle E. Dunlap Fund

Richard W. and Patricia R. Pogue Fund ............$100,131

The Garda Family Fund

Donors: Richard W. and Patricia R. Pogue Use of income: For the Foundation's public,

Griswold Family Fund

charitable and educational purposes

Norman F. Klopp Family Fund

Laura R. Heath Fund

Leaderson Fund Eleanor M. Lewis Fund

A D D I T I O N S TO D O N O R - A D V I S O R F UNDS

The Lincoln Electric Fund for Excellence in Education

Additions are gifts of the donor-advisor unless otherwise noted.

The Thornton D. and Penny P. McDonough Family Fund

American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund ................................................... $15,000

Andrea and Elmer Meszaros Fund

E. Bruce and Virginia Chaney Fund ....................$55,755

The Lindsay J. and David T. Morgenthaler Fund

The Cleveland Foundation Special Fund No. 2 . . . $10,000

Robert R. and Ann B. Lucas Fund

John P. McWilliams and Brooks Barlow McWilliams Fund

William A. and Margaret N. Mitchell Fund The Mary B. Moon Fund

Charles J. and Patricia Perry Nock Fund George J. Picha Fund

The Lincoln Electric Fund for Excellence in Education ..................................................... $105,000

Richard W. and Patricia R. Pogue Fund

Electric Foundation

Stewart L. and Judith P. Rice Fund

Donors: Emma S. Lincoln, The Lincoln

William A. and Margaret N. Mitchell Fund

..........$9,998

F. James and Rita Rechin Fund

William Hughes Roberts Fund Roulston Family Funds (2)

The Mary B. Moon F u n d ..................................... $25,000

Rukosky Family Fund

Charles J. and Patricia Perry Nock Fund ..........$100,000

The Elizabeth and Ellery Sedgwick Fund

Roulston Family Fund No. 2 ..............................$121,875 Wipper Family Fund ................................................... $75

In memory of Rev. Louis M. Brereton, Paul R. Hatch and Emih Postel

R.H. Smith Family Fund Thomas and Mildred Taylor Fund The Elizabeth M. and William C. Treuhaft Fund Philip R. Uhlin Fund Paul A. and Sonja F. Unger Fund Wellman Philanthropic Fund

ESTABLISHED DONOR-ADVISOR F U NDS

Harold L. and Patricia D. Williams Fund Wipper Family Fund The Wolpert Fund

American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund

The Robert J. and Janet G. Yaroma Family Fund

The Ameritech Fund The Edward C. and Jane D. Bloomberg Fund Charles P. and Julia S. Bolton Fund The Campopiano Family Fund E. Bruce and Virginia Chaney Fund Alvah Stone and Adele Corning Chisholm Memorial Fund The Funds for the City of Cleveland (3) The Cleveland Foundation Special Fund No. 2 The Cleveland Foundation Special Fund No. 3

Agency Endowment Funds The Cleveland Foundation holds and manages the endowments for a number of nonprofit agencies in the Cleveland area, annually directing the funds’ income to these agencies for their unrestricted use. The following nonprofit orga nizations have established agency endowment funds at the Foundation. These funds may also receive the principal of community pooled income fund gifts after a donor’s lifetime. In 1995, new agency endowment funds and additions to existing funds totaled $246,749. NEW AGENCY ENDOW M ENT FUNDS Aurora Schools Foundation Fund

Donors: Aurora Schools Foundation,

......................$15,438

ESTABLISHED AGENCY ENDOW MENT FUNDS American Red Cross, The Greater Cleveland Chapter Fund

Richard K. Tyler

Aurora Schools Foundation Fund

Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment Fund . . . $55,000

Donor: Greater Cleveland Alumnae

The Children's Theatre Endowment Fund The Cleveland Hearing and Speech Center Fund The Cleveland Institute of Art Fund

Chapter of Delta Sigma Theta Sorority, Inc.

Cuyahoga County Public Library Endowment Fund

Ohio Humanities Council Endowment Fund . . . $15,000

Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment Fund

Donor: Ohio Humanities Council

Hathaway Brown School Endowment Fund The Catherine Horstmann Home Endowment Fund Hospice of the Western Reserve Fund

A D D I T I O N S TO A G E N C Y ENDOWMENT FUNDS

The Intermuseum Conservation Association Endowment Fund

Cuyahoga County Public Library Endowment F u n d ..................................................... $437

Lesbian-Gay Community Service Center of Greater Cleveland Fund

The Catherine Horstmann Home Endowment Fund ............................................... $27,674

Ohio Humanities Council Endowment Fund

Donor: Cuyahoga County Public Library

Lutheran Metropolitan Ministry Association Fund

Donor: The Catherine Horstmann Home

The Intermuseum Conservation Association Endowment F u n d ............................$25,000

Donor: Intermuseum Conservation Association

Donors: Through gifts to Lutheran Metropolitan Ministry Association: M. Roger and Anne M. Clapp,

J. Watkins

Through gifts to The Cleveland Foundation: J. Ward Pallotta, Raymond M. and Mary Louise Reisacher, Paul and Dorothy Schellhase, Mark A. Wellnitz Friends and Members Endowment Fund of St. James A.M.E. Church ................................... $7,800

Donor: St. James A.M.E. Church

The Endowm ent Fund for United Way Services

Donors: Michael J. and Suzanne I. Hoffmann

Friends and Members Endowment Fund of St. James A.M.E. Church The Salvation Army of Greater Cleveland Endowment Fund The Endowment Fund for United Way Services

Lutheran Metropolitan Ministry Association F u n d ............................................... $100,200

Carol J. Culley, Alice

The Benjamin Rose Institute Fund

. . . $200

Supporting Organizations The supporting organization enables a private foundation, family or individual to create a special fund at The Cleveland Foundation, taking advantage of our professional staff, administrative services and favorable tax status. The fund maintains its own grantmaking ability, investment objectives and board of trustees. Nine supporting organizations were affiliated with The Cleveland Foundation in 1995, including two pioneers in the field: The Sherwick Fund, the nation’s first supporting organization, and The Treu-Mart Fund, the first supporting organization affiliated with both a community foundation and a Jewish community federation. Supporting organizations in 1995 awarded $1,199,650 in grants. The grants listed are for general support unless otherwise noted. The City of Cleveland's Cable Television Minority Arts and Education Fund

The Findlay-Hancock County Community Fund of The Cleveland Foundation

Established in 1994

Established in 1993

Donor: Cablevision of Cleveland Trustees: Charles L. Patton Jr., William Patmon, Dennis Knowles, Yvonne Pointer, Hilary S. Taylor, Rev. Elmo A. Bean, David G. Hill, Michael J. Hoffmann, Steven A. Minter

Grantmaking focus: The City of Findlay and Hancock County Steering Committee: Co-chairmen: G. Norman Nicholson, Thomas B. Donnell Executive Committee: Philip D. Gardner, Ivan W. Gorr,

1995 Grant

James L. Kirk, Dennis W. Krueger, Richard E. White

The Cleveland Foundation (Inc.) Start-up support for Cleveland Minority Cable Channel ..................................... $200,000

New permanent funds ........................................$564,132

Total City of Cleveland's Cable Television Minority Arts and Education Fund Grant ........ $200,000

The Alton F. and Carrie S. Davis Fund Established in 1979 by Alton F. and Carrie S. Davis

Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr.,

M.D., John J. Dwyer, Sally K. Griswold, Harvey G. Oppmann

1995 Grants Apollo's Fire: The Cleveland Baroque Orchestra Soloists for performances of ......................$6,000

M essiah

Cornucopia, Inc. Start-up support for Cleveland Heights retail and training facility for mentally retarded/ developmentally disabled persons............................10,000 The Free Medical Clinic of Greater Cleveland Afternoon adolescent clinic and medical/teen coordinator for high schools in Cleveland and East Cleveland................................................. 10,000

Additions in 1995 Additions to existing funds ....................................$13,250 Payments on prior year pledges ..........................$115,487 Total 1995 contributions ..................................$692,869*

* O f this amount, $115,487 represents payments against pledges made in a previous year which are not included in the current year’s financial statements. The fu ll pledge amount was recog nized in the year the pledge was made. Also, the conditions for a $200,000 challenge grant made in 1992 by the L. Dale Dorney Fund were met in 1995 by The Findlay-Hancock County Community Fund with the addition of the new gifts.

Nexv Permanent Funds Gertrude O. Anderson Funds (2) of The Findlay-Hancock County Community Foundation Mr. & Mrs. Richard P. Barchent Fund James F. and Mary Alys Brucklacher Charitable Remainder Annuity Trust G. Richard & Beverly Fisher Fund Friends of The Findlay-Hancock County Public Library Fund

Preterm Cleveland, Inc. Capital campaign (second y e a r )..............................10,000

Tom and Esther Orndorff Fund

Total Davis Fund G r a n ts ......................................$36,000

The Thomas Richard Shoupe M.D. Scholarship Fund

The Pfeiffer Family Fund

Dr. Raymond and Jane Tille Fund Charles J. Younger Donor-Advisor Fund Mariann D. Younger Donor-Advisor Fund

Additions to Permanent Funds The Linda B. Ziegler Scholarship Fund

Additional Gi fts Mrs. C. Paul Palmer

The Ohio Bank Fund OHM Corporation Fund

James W. Speck

G. Tom and Esther Orndorff Fund

Dr. Charles H. and Phyllis Spragg

The Pfeiffer Family Fund

Payments on Prior Year Pledges Bank One

G. (Bud) and Valerie Poole Fund The Thomas Richard Shoupe M.D. Scholarship Fund

The Findlay Publishing Company

Dr. Raymond and Jane Tille Fund

Robert and Paula Beach

Deborah Ruth Wall Fund

Cooper Tire and Rubber Company

Linda B. Ziegler Scholarship Fund

Judge Allan H. Davis

Whirlpool Corporation Fund

Ivan and Dorothy Gorr

Charles J. Younger Donor-Advisor Fund

GSW Manufacturing

Mariann D. Younger Donor-Advisor Fund

Hancor Incorporated

1995 Grants

Harris Corporation

The Cleveland Foundation (Inc.) Scholarship support from the Linda B. Ziegler Fund to graduates of Findlay High School ..............$1,000

Girard and Mera Jetton James L. and Rebecca Kirk Dennis and Judith Krueger Lee and Linda Luff Dick and Lynn McCord MidAmerican National Bank and Trust National Lime and Stone Company

Swim scholarship support from the Linda B. Ziegler Fund to graduates of Findlay High School ..................................................... 500 Total Findlay-Hancock County Community Fund of The Cleveland Foundation G ra n ts ..........$1,500

Ohio Bank OHM Corporation

Goodrich Social Settlement

Nik and Betsy Pry

Affiliated in 1979

Phil and Isabelle Russell

Grantmaking interests: Goodrich-Gannett and Lexington-Bell

Society Bank/KeyCorp

neighborhood centers

Permanent Funds of The Findlay-Hancock County Community Fund of The Cleveland Foundation Gertrude 0. Anderson Funds (2) of The Findlay-Hancock County Community Foundation Bank One Fund

Trustees: S. Sterling McMillan III, Richard W. Pogue,

David G. Hill, Ann L. Marotta, Steven A. Minter

Additions in 1995: $37,371 Donors: Robert R. Rhodes Testamentary Trust, Ellen Garretson Wade Memorial Fund

1995 Grants

Mr. & Mrs. Richard P. Barchent Fund

Goodrich-Gannett Neighborhood C e n te r ..........$20,000 No-interest loan ....................................................... 30,000

James F. and Mary Alys Brucklacher Charitable Remainder Annuity Trust

Operating support ................................................... 10,000

Cooper Tire and Rubber Company Fund

Lexington-Bell Community Center ..................... 38,000 Summer c a m p ........................................................... 3,500

Dick and Barbara Deerhake Fund Thomas B. Donnell Donor-Advisor Fund

Total Goodrich Social Settlement Grants ........5101,500

Fifth Third Bank of Northwestern Ohio Fund G. Richard & Beverly Fisher Fund Findlay Industries, Incorporated Fund

The Higley Fund Established in 1994 by Beverly and Albert M. Higley Jr.

The Findlay Publishing Company Fund

Trustees: Albert M. Higley Jr., Beverly G. Higley, Sally K.

Friends of The Findlay-Hancock County Public Library Fund

Griswold, James M. Delaney, Steven A. Minter

Philip D. Gardner Fund Ivan and Dorothy Gorr Fund

Additions in 1995: $310,542 1995 Grants

Marathon Oil Company Fund

Access to the Arts Fine arts programming for the elderly......................$2,000

Dick and Lynn McCord Fund

The Art Studio, Inc.....................................................i (000

Hancor, Incorporated Fund

National Lime and Stone Company Fund Norman and Jane Nicholson Fund

Beech Brook School activity fu n d ....................................................2,500

Business Volunteerism Council ............................ 2,000

Youth Opportunities Unlimited Employment and training initiatives ..........................5,000

Career Initiatives Center Computer equipment ............................................. 4,750

Total Higley Fund Grants ....................................$92,650

Case Western Reserve University The Mildred S. Higley Scholarship Fund at Mandel School of Applied Social Sciences............... 5,000

The McDonald Fund Established in 1984 by Charles R. McDonald

CLEAN-LAND, Ohio Trees for Tomorrow program................................... 2,000 Cleveland International Program Transitional support.................................................2,000 The Cleveland Music School Settlem ent...............2,500 Cleveland Public Radio News and public affairs programming .....................3,000 The Cleveland Society for the Blind

.....................2,500

Educational Television Association of Metropolitan Cleveland, WVIZ-TV .................... 2,500 The Foundation Center, New York, New York Operating support for The Foundation Center - Cleveland .................................................. 500

Grantmaking focus: Small business development

in the city of Cleveland

Trustees: Charles R. McDonald (deceasedJuly 1995),

Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth, David C. Hill, Steven A. Minter

1995 Grants The Cleveland Enterprise Group Operating support of Collinwood Enterprise Center ................................................. $55,000 The Cleveland Foundation (Inc.) Transfer of title for Collinwood Enterprise Center to The Cleveland Enterprise G ro u p ................6,000 Total McDonald Fund G r a n ts .............................. $61,000

The Free Medical Clinic of Greater C leveland....... 2,500

The Elizabeth and Ellery Sedgwick Fund

Friends of Project: LEARN, Inc................................ 1,000

Established in 1978 by Elizabeth and Ellery Sedgwick

Greater Cleveland Habitat for Humanity, Inc..........3,500 Health Hill Hospital for Children Respite care to foster families of former patients (over 31 m onths).................................................. 5,900 Lutheran Metropolitan Ministry Association Moving and equipment expenses for programs for the elderly ................................... 5,000 A.M. McGregor Home In memory of Jessie O. Gray ..................................2,500

Trustees: Elizabeth Sedgwick, Walter C. Sedgwick,

Frances M. King, Catharine Monroe Lewis, Steven A. Minter

Additions in 1995: $126,279 Donors: Elizabeth and Ellery Sedgwick The Sedgwick Fund formally became a donor-advisor fu n d of The Cleveland Foundation in 1995. Grants authorized subsequent to the trustees â&#x20AC;&#x2122; decision are included in the donor-advised grants lists of this report. 1995 Grants

The Musical Arts Association ................................2,500

Cleveland B a lle t..................................................... $1,500

David N. Myers College 150th Anniversary Campaign ..................................5,000

The Cleveland Museum of A r t ................................2,000

New Life Community ........................................... 2,500 The Parks System Trust Fund of Wheeling, West Virginia Operating support for Oglebay Park ........................ 5,000 Playhouse Square Foundation.............................. 5,000 Positive Education Program Creative arts curriculum expansion.......................... 1,000 Preterm Cleveland, Inc. Capital campaign .................................................. 2,000 The Salvation A rm y ...............................................7,000 Vocational Guidance Services Specialized Placement Unit for job placement needs of severely disabled persons ........................ 5,000

The Cleveland Museum of Natural H isto ry ..........10,000 Heights Parent Center Expansion of Baby and Me Playtime Drop-In summer program..........................................3,800 The Musical Arts Association ..................................2,000 Planned Parenthood of Greater Cleveland, Inc. Equipment for colposcopies and cryotherapy at the Bedford clinic ................................................10,000 Tall Timbers Research, Inc., Tallahassee, Florida General support and match for challenge grant for Longleaf Pine Ecosystem Management project ................................................10,000 Thomas College, Thomasville, Georgia College library (over two years) ..............................10,000

United Way Services ................................................8,000 For benefit of Women's Community Fund ................2,000 Total Sedgwick Fund G ra n ts................................$59,300

Harbor Heritage Society Operating support and development of the William G. Mather Museum ............................ 5,000 Heights Parent Center Families with Infants program (over two years) . . . . 10,000

The Sherwick Fund Affiliated in 1973 John and Frances Wick Sherwin, founding donors

Trustees: John Sherwin Jr., Heather Sherwin,

The Holden Arboretum ............................................ 2,400 Kirtland Public Lib rary..............................................2,300 Lake County Y M C A ................................................. 2,400

James E. Bennett III, James M. Delaney, David G. Hill

1995 Grants

The Musical Arts Association ..................................2,400

John Carroll University ..................................... $10,000

North Cuyahoga Valley Corridor dba Ohio Canal Corridor Membership cam paign........................................... 10,000

Children's Services, Inc. Capital campaign ................................................ 30,000 Cleveland Botanical G arden..................................2,400 Cleveland Center for Economic Education dba EconomicsAmerica Office computer system upgrade............................ 6,400 The Cleveland Clinic Foundation Health Information Network ................................. 54,500 The Cleveland Foundation (Inc.) For allocation by The Cleveland Foundation Board of Trustees and Distribution Com m ittee....... 57,100

Playhouse Square Fo u n d atio n ............................... 3,600 Computer equipment and software for the development departm ent........................... 15,000 Preterm Cleveland, Inc............................................. 2,400 Salvation Army of Lake County Second Century of Caring campaign to expand and enhance facilities in Painesville............15,000 Therapeutic Riding Center, Inc. Staff support for capital campaign

......................... 15,000

Towards Employment, Inc........................................ 2,400

Cleveland Health Education Museum dba The Health Museum ...................... 2,400

United Negro College Fund, Inc. of Cleveland . . . . 2,400

The Cleveland Museum of A r t ..............................2,400

United Way of Lake County, Inc............................. 10,300

The Cleveland Museum of Natural H istory........... 2,400 Staff support for Department of Cultural Anthropology (over two years) ................. 20,000

United Way Services ............................................. 25,000

Cleveland Scholarship Programs, Inc..................... 2,400

The Western Reserve Historical Society

............... 2,400

Total Sherwick Fund G ra n ts ............................. $392,400

Cleveland Zoological S o c ie ty ................................2,400 Cornucopia, Inc. Start-up support for Cleveland Heights retail and training facility for mentally retarded/ developmental^ disabled persons ........................ 20,000 Cuyahoga Valley Line Railroad, Peninsula, Ohio Educational activities for Greater Cleveland school districts ..................................... 15,000 Educational Television Association of Metropolitan Cleveland, WVIZ-TV .................... 2,400 Fine Arts Association............................................. 2,400 The Foundation Center, New York, New York Operating support for The Foundation Center - Cleveland.................................................2,400 The Free Medical Clinic of Greater C leveland....... 2,400

The Treu-Mart Fund Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland

Trustees: Arthur W. Treuhaft, Mary Louise Hahn,

Henry L. Zucker, Henry J. Goodman, Jerry V. Jarrett, Frances M. King, Albert B. Ratner

1995 Grants Bellefaire Jewish Children's Bureau Crisis Intervention Team ....................................... $20,000 Business Volunteerism Council Services to nonprofit organizations......................... 10,000 Child Care Resource Center of Cuyahoga County dba Starting Point Operating support (sixth year) ................................15,000

Friends of the Cleveland School of the Arts Implementation of development program ............. 25,000

Cleveland Center for Contemporary Art Holocaust Project: From Darkness into Light..............8,500

Greater Cleveland Neighborhood Centers Association ............................................. 2,400

Cleveland State University Foundation, Inc. Holocaust Commemoration Concert by Cleveland Chamber Sym phony..................................1,000

Community Re-Entry The Women's Re-Entry Resource Network (over two y e a r s )........................................ 1 5,000

The Foundation Center, New York, New York Operating support for The Foundation Center â&#x20AC;&#x201D; Cleveland (over three y e a r s )......................6,000

Friends of the Cleveland School of the Arts Artist-in-Residency program for the Visual Arts and Photography Department ..................................5,000

Great Lakes Theater Festival

Community outreach tour of The World of Sholom Aleichem ..................................................7,500 Production of The Dybbuk and coordination of "surround" activities........................ 20,000

Heights Parent Center Families with Infants Project (over two years)

........10,000

Jewish Community Federation of Cleveland Cleveland Citizenship project ..................................10,000 Internal Audit Department (over 18 m onths)........100,000

The Jewish Education Center of Cleveland Training program for early childhood educators . . . . 12,300

United Way Services Capital campaign for acquisition and renovation of headquarters building........................15,000

Total Treu-Mart Fund Grants .......................... $255,300

PROPERTY CASH AND AND OTHER SHORTTERM INVESTMENTS INVESTMENTS 2°/o MUTUAL FUNDS

i°/o-d*

FIXED INCOME

23 %

EQUITIES 66 %

ASSET ALLOCATION

As of December 31, 1995

n cooperation with our trustee banks and investment managers, the Foundation took advantage of an excellent year in the financial markets. With growth achieved primarily through investment returns, assets rose from $733,950,639 to $902,742,052 as of December 31, 1995. Investments generated $32,277,469 from interest, dividends, common trust and common investment fund income. In addition, the portfolios generated realized and unrealized gains of $159,375,678. New gifts of $11,315,565 and other income of $294,858 combined to bring total revenues to $203,263,570. We used less than 1 percent of total assets to sup port our administrative and investment management

costs. Grant, program, investment and administrative expenses totaled $35,831,084 in 1995. Of total expenses incurred, $7,496,999, or about 3.7 percent of total revenue earned during the year, related to trustee, investment and administrative expense. The Foundation has more than doubled in size over the past decade, from assets of $426.6 million to $902.7 million. Our growth resulted from new gifts and sound investment management in a period of significant growth in the financial markets. Because our funds are established in perpetuity, the Foundation continues to address the financial markets in its traditional role as a truly long-term investor. About 92 percent of assets are invested in marketable securities.

1000

ASSET M A R KET VALUE

In millions

primarily in equities and fixed income securities. The majority of 1995 equity investments were in large cap U.S. securities, with smaller positions in small to mid cap securities and international equities. We held a very minor (less than 1 percent) position in foreign fixed income securities. The remaining 8 percent of assets represent program-related investÂ ments made over time, other property, and short-term investments to support programs, grants and other expenses the Foundation incurred. In striving to improve growth through sound investment and financial practices while limiting risk to the assets entrusted to us, we implemented a newr spending policy at the beginning of 1996. The policy

calculates the current yearâ&#x20AC;&#x2122;s available grantmaking dollars by a formula combining a percentage of prior year available dollars with the market value of our investments over the prior 12 quarters. This formula has the effect of smoothing out fluctuations in the market, making our yearly grantmaking dollars less vulnerable to the short-term effects of interest rates. It applies to most, but not all, of our funds. We believe the policy will provide a consistent stream of resources for the community into the future while maintaining the purchasing power of the assets over time. The Cleveland Foundation is among a number of community foundations and other nonprofits nationwide to adopt a spending policy. 47

R E P O R T OF I N D E P E N D E N T A U D I T O R S

The Cleveland Foundation Board of Trustees and Distribution Committee, and Trustee Banks of The Cleveland Foundation

e have audited the accompanying statements of financial position of The Cleveland Foundation as of December 31, 1995 and 1994, and the related state ments of activities for the year ended December 31, 1995 and cas flows for the two years then ended. These financial statements ar the responsibility of the Foundation’s management. Our responsi bility is to express an opinion on these financial statements based on our audits. We have previously audited and expressed an unqualified opinion upon the 1994 statement of activities which is included in summary form for comparative purposes. We conducted our audits in accordance with generally accept ed auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits pro vide a reasonable basis for our opinion. In our opinion, the financial statements referred to above pre sent fairly, in all material respects, the financial position of The Cleveland Foundation as of December 31, 1995 and 1994 and the results of its activities for the year ended December 31, 1995 and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

April 1, 1996 48

S T A T E M E N T S OF F I N A N C I A L P O S I T I O N

December 31

Assets Cash and cash equivalents

1994

1995

643,754

60,167,154

55,918,682

Short-term investments

517,628

Securities 20,251,843

52,540,164

Bonds

14,353,347

21,363,942

Common and preferred stocks

65,600,709

242,041,396

3,824,329

59,712,555

720,967,074

277,639,949

8,486,501

4,120,391

833,483,803

657,418,397

10,664,074

11,430,236

2,031,739

4,417,224

902,742,052

$ 733,950,639

1,557,930

U.S. Government obligations

Common trust funds Common investment funds Mutual funds

Other investments Property and other assets

Liabilities and net assets Accounts payable and accrued expenses Grants payable

804,297

12,310,208

11,704,914

3,289,530

2,239,377

1,183,840

1,081,820

972,347

1,320,143

2,156,187

2,401,963

Net assets: Unrestricted: For grantmaking purposes Board designated: For administrative purposes Property Total board designated

5,445,717

4,641,340

Temporarily restricted

235,817,875

49,094,390

Permanently restricted

647,610,322

667,705,698

888,873,914

721,441,428

902,742,052

$ 733,950,639

Total unrestricted

See notes to financial statements.

S T A T E M E N T S OF A C T I V I T I E S

Year Ended December 31, 1995 (with comparative totals for December 31, 1994) Unrestricted

Totals Temporarily

Permanently

Restricted

1995

9,807,995

$ 11,315,565

Year Ended December 31 1994

Revenues, gains, and other support Received from donors

67,281

Dividend income Interest income

126,813

Common trust fund income Common investment fund income Partial benefit fund income Distribution of estate income Other income

115,294

Net unrealized and realized investment gains (losses)

1,440,289

33,782,492

1,694,342

4,309,210

4,733,687

4,860,500

4,568,328

922,106

4,137,815

17,825,333

11,330,384

6,903,520

6,385,894

71,668

200,035

179,564

294,858

293,816

7,708,500

151,667,178

159,375,678

(32,710,482)

203,263,570

32,297,492

3,384,566

3,110,344

26,112

995,947

28,334,085

29,727,904

1,970,816

1,980,914

Philanthropic services

415,784

415,708

Special projects

342,565

254,535

1,307,323

1,203,309

49,833

Net assets released resulting from satisfaction of donor and program restrictions

Total revenues, gains and other support

36,326,073

36,635,461

(33,791,880)

(2,534,193)

7,687,129

158,940,980

Expenses Trustee and investment management fees Other expenses Grants expensed Administrative expenses: Grantmaking

Development Fund management Total administrative expenses Total expenses Increase (decrease) in net assets

49,833

105,908

4,086,321

3,960,374

35,831,084

37,794,569

804,377

Transfers Net assets at beginning of year

Net assets at end of year

See notes to financial statements.

7,687,129

158,940,980

167,432,486

179,036,356

(179,036,356)

4,641,340

49,094,390

667,705,698

721,441,428

$ 5,445,717

$ 235,817,875

647,610,322

$ 888,873,914

(5,497,077)

726,938,505

$721,441,428 j

S T A T E M E N T S OF C A S H F L O W S

Year Ended December 31 1994

1995

Cash flows from operating activities Increase (decrease) in net assets

$ 167,432,486

(5,497,077)

Adjustments to reconcile increase (decrease) in net assets to net cash used for operating activities: 210,790

219,117

Depreciation and amortization

32,710,482

(158,887,963)

Net unrealized and realized investment (gains) losses

2,257,473

Decrease (increase) in other assets Increase in accounts payable and accrued expenses

753,633

Increase (decrease) in grants payable

605,294

(1,137,429) 36,210 (495,217)

(11,248,284)

Contributions restricted for long-term investment

(32,416,438) (11,958)

Investment income restricted for long-term investment Contributions of securities Net cash used for operating activities

(7,134,382)

(18,543,400)

(6,002,626)

(25,144,037)

(91,111)

(80,107)

Cash flows from investing activities Purchase of property Proceeds from maturities and sales of short-term 691,702,168

751,568,759

(696,730,589)

(760,709,836)

(5,119,532)

(9,221,184)

Investment in permanently restricted

9,807,995

14,886,683

Investment in temporarily restricted

1,440,289

17,529,755

11,248,284

32,416,438

investments, securities and other investments Purchase of short-term investments, securities and other investments Net cash used for investing activities

Cash flows from financing activities Proceeds from contributions restricted for:

Other financing activities: 11,958

Investment income restricted for reinvestment

32,428,396

11,248,284

Net cash provided by financing activities Net increase (decrease) in cash and cash equivalents

126,126

(1,936,825)

Cash and cash equivalents at beginning of year

517,628

2,454,453

Cash and cash equivalents at end of year

643,754

517,628

See notes to financial statements.

N O T E S TO F I N A N C I A L S T A T E M E N T S

December 31, 1995 and 1994

A. Organization

The Cleveland Foundation is a not-for-profit organi zation established in 1914. The mission statement of The Cleveland Foundation is “to enhance the quality of life for all citizens of Greater Cleveland, now and for generations to come, by building community endowment, addressing needs through grantmaking and providing leadership on key community issues.”

B. Significant Accounting Policies

The financial statements include the accounts of The Cleveland Foundation (“charitable corpora tion”), The Greater Cleveland Foundation, The Cleveland Foundation (“community trust,” approved by Resolutions of Trust) and affiliated supporting organizations: The City of Cleveland’s Cable Television Minority Arts and Education Fund, The Davis Fund, The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund, The Sherwick Fund, and The Findlay-Hancock County Community Fund. The supporting organizations were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expendi tures of these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated. The Cleveland Foundation reports gifts of cash and other assets as restricted support when they are received with donor stipulations that limit the use of the donated assets. When the intent of the donor is that the assets are to remain in perpetuity, the assets are reported as permanently restricted. The invest ment income generated by these assets (excluding net unrealized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or program restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statement of activities as net assets released from restrictions. Temporarily restricted nfet assets are 52

available for program purposes in accordance with published standards established by The Cleveland Foundation. In accordance with the Resolutions of Trust, permanently restricted net assets may be released to unrestricted net assets in certain limited circumstances. Net assets are released from donor restrictions by incurring expenses including grants authorized that satisfy the restricted purposes or by occurrence of other events specified by donors. The Cleveland Foundation considers all highly liquid instruments purchased with a maturity of three months or less to be cash equivalents. Cash and cash equivalents consist of demand deposits and repurchase agreements, respectively. The preparation of financial statements in con formity with generally accepted accounting princi ples requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial state ments and the reported amounts of revenues and expenses during the reported period. Actual results could differ from the estimates. Certain 1994 amounts have been reclassified to conform to 1995 classifications.

C. Adoption of Spending Policy

Effective January 1, 1996, The Cleveland Foundation adopted a spending policy to calculate the amount of grantmaking dollars available each year. The spending policy was developed in collaboration with The Cleveland Foundation’s trustee banks. The spending policy calculates the “current year’s” grantmaking dollars by a formula combining a percentage of “prior year” available dollars with the market performance of investments over the previous 12 quarters. As a result of adopting the spending policy, as of December 31, 1995, The Cleveland Foundation transferred approximately 20 percent of permanently restricted net assets to temporarily restricted net assets.

D. Securities and Other Investments

Securities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; investments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Short-term invest ments are valued at cost which approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks. Realized and unrealized investment gains or losses are determined by comparison of asset cost to net proceeds received at the time of disposal and changes in the difference between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses. The Cleveland Foundation has established four common investment funds which allow for the commingling of various trust assets into common investment funds. The common investment funds are maintained at three separate trustee banks, and investment in the funds is limited only to the trust funds of The Cleveland Foundation. In 1995, The Cleveland Foundation substantially completed its transfer of securities maintained in individual trust funds to the common investment funds. Market value of investments held by the common investment funds consists of the following:

E. Partial Benefit Funds

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 1995, The Cleveland Foundation (“community trust”) received approximately 83 percent (83 percent in 1994) of the aggregate income of the various partial benefit funds. The market value of partial benefit funds was $217,012,594 at December 31, 1995 ($173,573,715 at December 31, 1994).

December 31

1995 Short-term investments U.S. Government obligations Bonds Common and preferred stocks Common trust funds Mutual funds Other investments

1,153,878

1994 $ 9,525,381 46,036,571 39,051,568 140,452,836 39,493,479 1,913,200 1,166,914

$720,967,074

$277,639,949

$ 19,892,008 118,753,899 50,026,928 462,376,575 67,986,063 777,723

F. Grants

Unconditional grants expensed are considered incurred at the time of approval by the Board of Trustees and Distribution Committee. Grants approved by the Board of Trustees and Distribution Committee that are payable upon the performance of specified conditions by the grantee are not reflect足 ed in the accompanying statements of activities until the specified conditions are satisfied. The following summarizes the changes in grants payable:

G. Administrative Expenses

Administrative expenses, as reported on the statements of activities, consist of the following: December 31 1995 $

Salaries

326,607

Occupancy and office expense

670,710

648,038

Professional and consulting fees and staff expenses

11,704,914

28,334,085

Payments made

(27,728,791)

Grants payable at end of year $12,310,208

526,071

516,812

536,253

491,013

4,086,321

3,960,374 |

1994

1995 beginning of year

1,977,904

327,339

December 31

Unconditional grants expensed

Employee benefits

Other

Grants payable at

1994

2,025,948

12,200,131 29,727,904

(30,223,121)

11,704,914

Grants payable at December 31, 1995 are scheduled to be disbursed as follows:

H. Supporting Organizations

Total assets of the supporting organizations which are included in the statement of financial position are comprised of the following: December 31

1996 - $9,983,936 1997 - $1,895,205 1998 - $ 231,067 1999 and thereafter - $ 200,000

In 1995, The Cleveland Foundation authorized grants in the amount of $27,435,756 ($30,670,864 in 1994) of which $1,900,378 ($5,015,864 in 1994) were conditional and are not reflected in the accompanying financial statements. The Cleveland Foundation had authorized conditional grants of $8,438,754 and $9,657,942, at December 31, 1995, and 1994, respectively.

1995

1994

The City of Cleveland's Cable Television Minority Arts and Education Fund

The Davis Fund

4,563,602 1,301,644

1,029,922

The Goodrich Social Settlement Fund

1,282,078

1,105,342

The Higley Fund

2,742,295

2,003,370

The McDonald Fund

1,304,631

1,121,161

17,649,261

14,141,155

1,434,448

570,352

The Sedgwick Fund

1,277,175

The Sherwick Fund The Findlay-Hancock County Community Fund $

30,277,959

21,248,477

As of December 31, 1995 the assets of The Sedgwick Fund were transferred to The Greater Cleveland Foundation. The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31, 1995 totals $12,586,337 ($10,318,276 at December 31, 1994). 54

I. Operating Leases

The Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $322,357 ($291,954 in 1994). Future minimum rental payments at December 31, 1995, under the non-cancelable operating lease are as follows: 1996 - $298,540 1997 - $304,465 1998 - $310,444 1999 - $316,681 2000 - $323,122 thereafter - $935,862

J. Retirement Plan

The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1995 was $169,799 ($159,830 in 1994). All contributions under the plan are funded and vest with employees as made.

K. Income Taxes

The Internal Revenue Service has ruled that the charitable corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations.

Investment Managers

Trustee Banks

Findlay Area Investment Managers

Bank One Ohio Trust Company, NA

A. G. Edwards & Sons, Inc.

600 Superior Avenue

108 E. Sandusky Street

Cleveland, OH 44114-0183

Findlay, OH 45840

First National Bank of Ohio

Bank One Ohio Trust Company, NA

123 West Prospect Avenue

500 South Main Street

Cleveland, OH 44115-1070

Findlay, OH 45840

The Huntington Trust Company, NA

Fifth Third Bank of Northwestern Ohio, NA

917 Euclid Avenue

2461 South Main Street

Cleveland, OH 44115

Findlay, OH 45840

Key Trust Company of Ohio, NA

127 Public Square, 17th Floor

418 South Main Street

Cleveland, OH 44114-1306

Findlay, OH 45840

National City Bank

McDonald & Company Securities, Inc.

1900 East Ninth Street

400 South Main Street

Cleveland, OH 44114-3484

Findlay, OH 45840

Mid American National Bank & Trust Co. 127 East Main Cross

Non-Trustee Investment Managers

Findlay, OH 45840

Gries Financial Corporation

The Ohio Bank

1801 East Ninth Street, Suite 1600

236 South Main Street

Cleveland, OH 44114-3100

P.O. Box 300

The Investment Fund for Foundations

Findlay, OH 45839

P.O. Box 5165

The Peoples Banking Company

Charlottesville, VA 22905

301 South Main Street

McDonald & Company Securities, Inc.

Findlay, OH 45840

800 Superior Avenue, Suite 2100 Cleveland, OH 44114

Merrill Lynch Trust Company One Cleveland Center 1375 East Ninth Street Cleveland, OH 44114-1798

Roulston & Company, Inc. 4000 Chester Avenue Cleveland, OH 44103

Stein Roe & Farnham, Incorporated 200 Public Square 26th Floor, Suite 3500 Cleveland, OH 44114-2301

Applying for a Cleveland Foundation Grant Grant Eligibility

We make most of our grants to tax-exempt, private agencies classified as 501(c)(3) organizations, public charities under the law. We make some grants to governmental agencies, but we do not make grants to individuals. We look for creative projects designed to meet community needs, address public policy priorities, or test new ideas. We award grants in six program areas: civic affairs, cultural affairs, economic development, education, health and social services. In general, the programs we consider for support are in Greater Cleveland or will direcdy benefit Greater Cleveland residents. Some agencies or inter ests in other communities may be eligible for grants if a donor has directed that they be supported with income from his or her gift. We ordinarily do not support endowments, mem bership drives or fundraising projects, travel when it is the proposal’s primary focus, or publications and videotapes unless they fall within a promising project. Because the Foundation is nonsectarian, we do not support religious organizations for religious purposes. Grant Periods

Most grants are one-year awards. Multi-year grants undergo a performance review at the end of each year before we release funds for the following year.

The Process

The appropriate program officer and the associate director thoroughly review your proposal and pre pare a written evaluation. A subcommittee of the Board of Trustees considers the proposal and makes a recommendation to fund, decline or defer it. The full Board then takes final action. Deadlines

In order for us to give each proposal the time and attention it deserves, deadlines for full proposals fall approximately three months prior to the quarterly Board meetings. Full Proposal Deadline

Board Meeting

December 31

March

March 31

June

June 30

September

September 15

December

At the End of the Grant Period

We require a final narrative and fiscal report on all projects we fund. The fiscal report must cover the entire project period and be signed by your agency’s fiscal officer or treasurer; the narrative must include an evaluation of the project’s effectiveness.

First-Time Grantseekers

First, contact the Foundation for a copy of Guidelines for Grantseekers, a booklet with helpful information about preparing a grant proposal. We recommend you then send a letter, including information on your project and whom it will benefit, to the associ ate director’s attention. Our staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant applica tion process begins. Write your full proposal clearly and simply. Include information on your agency’s background, the project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget. 57

<? TOTAL 1995 G R A N T A U T H O R I Z A T I O N S

& Or >

/7s>

CIVIC A F F A I R S

20%

$ 6,589,297

CULTURAL A FFA IR S

3,766,786

ECONOMIC DEVELOPMENT

638,265

EDUCATION

4,763,577

HEALTH

5,281,059

SOCIAL SERVICES

5,433,748

GEOGRAPHIC FUNDS

613,761

SPECIAL PHILANTHROPIC SERVICES

399,614

OTHER D I S B U R S E M E N T S

4,508,608

SUPPORTING ORGANIZATIONS

1,199,650

Total

100

Grants listed in this report represent the total authorizations made in 1995. Within these authorizations, in certain instances, the grant is contingent upon action by the grantee and thus is not recognized in the financial state足 ments until the condition is met.

CIVIC AF F AI RS GRANTS UNIVERSITY CIRCLE INCORPORATED Landbanking

Case Western Reserve University Study of worker commuter patterns in the Greater Cleveland labor market by the Center for Regional Economic Issues ....................

$] 1,279

The Cleveland Foundation (Inc.) Implementation of Cleveland's Empowerment Zone program......................................................... 35,000 Jobs and Workforce Initiative by the Greater Cleveland Growth Association ............................... 25,000

Citizens Committee for County Government Reform Analysis on improvement of county government organization, administration and operations (over 18 months) .......................... 80,000

Technical support for Lexington Village development (over two y e a r s )................................. 5,000

Citizens League Research Institute Start-up support for the Opportunity Fund as part of 100th anniversary celebration ..............100,000

Cleveland Metroparks System Public awareness regarding parks and recreation (second year) ................................... 1,000

Cleveland Bicentennial Commission Legacy projects for City of Cleveland's 200th birthday celebration (second grant, over two y e a rs ).............................. 720,000

Cleveland Neighborhood Development Corporation Training, planning assistance and membership services (second year)

...................... 35,000

City of Cleveland Professional development for legal staff in the Law Department (over two years) ................15,000

Cleveland Restoration Society Neighborhood historic preservation program (second year)

...................... 52,200

Retreat for the City administration's ca b in e t..............5,000 Cleveland Development Foundation Commemorative history of the Cleveland Community Relations Board ......................................7,115 Holiday lighting at Public Square................................5,000 Jobs and Workforce Initiative by the Greater Cleveland Growth Association .................... 99,600 New playground at John W. Raper Elementary School by Peaceful Leisure Activities for Youth (P L A Y )............................................................. 1,500

Public education on Cleveland Metroparks develop足 ment plans, funding and facilities maintenance . . . . 44,000

Cleveland State University Foundation, Inc. Development of NeighborhoodLink by Maxine Goodman Levin College of Urban A ffairs................31,882 Cleveland Zoological Society Educational outreach for the Cleveland Metroparks Zoo (over 30 m on th s)........................100,000 Council for Adult and Experiential Learning, Chicago, Illinois Workforce development strategies for local manufacturing companies .............................. 44,000

Cuyahoga County Planning Commission Locational Resource Center for the dissemination

of data on vacant and redevelopable land for use in site selection process.................................. 25,000 Study on redevelopment of contaminated industrial properties............................................... 37,875 The Cuyahoga Plan of Ohio, Inc.

National Conference of Christians and Jews, Inc.

Project to create grass-roots level small group discussions on human relations (over three years)................................................. 45,266 Neighborhood Progress, Inc.

Cleveland Neighborhood Partnership Program (over three years) ............................ . 1,750,000

Fair housing marketing, education and outreach project (over three yea rs)...............150,000

Neighbors Organized for Action in Housing

The Cuyahoga River Community Planning Organization

Ohio City Near West Development Corporation

Cuyahoga River Remedial Action Plan (third and fourth years) ....................................... 75,000 The Earth Day Coalition

Director of volunteer services (third and fourth years) ....................................... 50,000 EcoCity Cleveland

Subscriptions for 180 local high school libraries ...................................................... 3,950 Euclid Community Concerns

Staff support for fair housing efforts ........................ 7,500 Greater Cleveland Habitat for Humanity, Inc.

Volunteer outreach program................................. 40,000 Greater Cleveland Roundtable

International Community Council (over two y e a rs ).................................................. 50,000

Financial and management analysis of operations . . . 5,000

Neighborhood safety program .............................. 15,000 Old Stone Historical Preservation Society, Inc.

Restoration of Old Stone Church .......................... 40,000 Project: LEARN, Inc.

Corrections Education Program at the Northeast Ohio Pre-Release Center for Women (over two ye a rs )................................................... 60,000 St. Clair-Superior Coalition

Community-based public safety program (third y e a r)............................................. 20,000 Saint Vincent Quadrangle, Inc.

Design of street and streetscape improvements in the area ....................................42,500 The City of Shaker Heights

Capitalization of Fund for the Future of Shaker Heights (over three years) ........................ 50,000

Retreat for board of directors ................................. 5,000 Substance Abuse Initiative of Greater Cleveland Hard Hatted Wom en of Cleveland, Inc.

Pre-apprenticeship training program...................... 23,000

Public information program support (second y e a r)...................................................... 29,500

Institute for Conservation Leadership, Takoma Park, Maryland

Towards Employment, Inc.

Capacity building of Northeast Ohio environmental organizations (over three ye a rs)............................ 80,000

Dislocated Workers/Special Needs Population project (over 18 m onths).................... 28,520 Tremont West Development Corporation

Institute for Economics as a Second Language, Inc.

Study on the economic impact of family reunions . . . 3,000 Landscape Architecture Foundation, Washington, D.C.

Presentation on career options in landscape architecture to Cleveland-area high school students...................................................... 5,000 League of Wom en Voters of Cleveland Educational Fund, Inc.

Strengthening of citizens' understanding of the political system and participation in the political process (over 21 months) ............. 50,436 Lutheran Metropolitan Ministry Association

Crisis Intervention Team by the Community Re-Entry program ..............................15,000 Gang Hotline for youth by the Community Re-Entry program ..............................40,000

Tremont Ridge Project for development of neighborhood open space along the Cuyahoga River................................................ 5,000 University Circle Incorporated

Community development program (over two y e a rs)................................................. 200,000 Operating support during transitional period ......... 50,000 Urban Land Research Foundation, Washington, D.C.

Study of urban industrial land reuse strategies in the Collinwood area of Cleveland by the Urban Land Institute ..................................33,417 Vocational Guidance Services

Job Match program in MidTown Corridor and East 55th Street industrial area .....................100,000 Westside Industrial Retention and Expansion Network

Study on development needs of the Berea Road-West 117 Street area in Cleveland and Lakewood ......................................12,000

Woodstock Institute, Chicago, Illinois

Report on Cleveland Residential Housing and Mortgage Credit project....................................5,000

Tall Timbers Research, Inc., Tallahassee, F lo rid a ............................................... 5,000 Towards Employment, Inc......................................... 750

Job Placement Program ......................................... 1,000

Youth Opportunities Unlimited

Development of private sector jobs for Cleveland high school students and pilot programs for school-to-work transition (over two ye a rs)................................................. 600,000

University Circle Incorporated .............................. 1,000 Total Donor Advised G ra n ts ..............................$149/400

Skills training to equip high school students for jobs in manufacturing........................ 19,267 Total Board Designated G ra n ts ...................... $5,188,807

Total Civic Affairs Grants

.............................. $5,339,297

Board Designated, Donor Designated and Donor Advised

DONOR DESI GNATED GRANTS

Thefollowing recipients and programs were designated by donors. Grants are for general support unless otherwise noted.

Cleveland Zoological S o c ie ty ..................................$143 Geauga Park District

............................................... 296

The Women's City Club of Cleveland

Educational lectures...................................................651 Total Donor Designated G ra n ts ............................ $1,090

PROGRAM-RELATED I NVESTMENTS The Cleveland Foundation (Inc.)

Landbanking activities of University Circle Incorporated (over ten years) ...............$1,000,000 Neighborhood Progress, Inc.

Capital investment for Village Capital Corporation (over seven years) .......................... 250,000 Total Program-Related Investments ............

$1,250,000

DONOR ADVI SED GRANTS

Grants are for general support unless otherwise noted.

The American Civil Liberties Union of Cleveland

Moving and renovation expenses for Civil Liberties Library and Resource Center.....................$3,000 Citizens League Research Institute

Study of local government service delivery............. 35,000 CLEAN-LAND, OHIO

Planting of trees in Cleveland by the Cleveland Tree Commission .................................. 67,500 Cleveland Council on World Affairs ........................ 350 English-Speaking Union, Cleveland Branch

Patron Fund for Excellence in English...................... 1,000 FHC Housing Corporation

Capital campaign.....................................................2,500 Forest Hill Historic Preservation Society

Rehabilitation of Forest Hill Park in East Cleveland ................................................. 28,000 Friends of Shaker Square, Inc ................................. 1,000 Geauga Park District

West Woods Preservation Campaign .......................... 250 Heights Community Congress

................................ 300

The Holden A rb oretu m ......................................... 1,000 Rebuild Dubrovnik Fund, Washington, D.C.

Rebuilding of Dubrovnik, Croatia ................................ 500 Shaker Lakes Regional Nature Center .....................250

Outreach program for area urban schools ............... 1,000 61

Cleveland Fire Fighters Memorial Fund Firefighters' memorial at Willard Park by artist Luis Jim enez................................................. 15,000

The Cleveland Foundation (Inc.) Planning assistance for Cleveland Minority Cable Channel . .......................................... 5,000 Staff support and consultant assistance for the Civic Study Commission on the Performing A rts...................................................150,000

The Cleveland Foundation for Architecture, Inc. Civic lecture series: "On the Waterfront" with the Committee for Public Art .......................... 5,000

Cleveland Health Education Museum dba The Health Museum

CULTURAL AFFAIRS GRANTS

New position of associate director (over three y e a rs )...............................................167,699

City of Cleveland Heights Implementation of marketing plan for Cain Park .. . 20,000

The Cleveland Institute of Music Professor of Chamber Music/Director of Chamber Music Studies position ...................... 75,000

The Cleveland Museum of Natural History Downtown Cabin and ZIP Code projects for 75th anniversary (over 15 m onths)................... 20,000

Cleveland Opera Performance of The Turk in Italy in the 1995-96 season........................................... 150,000

Cleveland Performance Art Festival, Inc. Professional artists for the 1996 Festival ...............13,000

The Cleveland Play House National Czech Theater's production of The Servant of Two Masters................................5,000

BROADWAY SCHOOL OF MUSIC & THE ARTS

New activities in Brooks Theater and new position of associate artistic director.....................150,000

Cleveland Public Radio Broadway School of Music & the Arts Program coordinator (over two years) ................. $20,000

Centro Cultural Hispano de Cleveland, Inc. Staff support, professional artists and consultant assistance for programs........................ 15,100

Cleveland Artists Foundation Symposium on regional a rt..................................... 6,485

Cleveland Ballet

Implementation of strategic plan and expansion of membership base (over 15 m onths)............... 197,000

Cleveland Public Theatre, Inc. Performances of "Women's Voices, Women Dancing" series in the 1995-96 season.................14,500

Cleveland State University Foundation, Inc. "Celebrating Cleveland" dance program .................15,000 Scholarly catalogue on exhibition of "AfricanAmerican Artists in Cleveland: 1930-1970'' .............9,500

Dancer contracts in the 1995-96 season............. 150,000

Cleveland Center for Contemporary Art

Cultural and Educational Institute for Boricua Advancement

"Urban Evidence" collaborative exhibition with The Cleveland Museum of Art and SPACES (over 13 months) ................................... 60,000

Staff support for the Julia de Burgos Cultural Arts Center...............................................15,000

A Cultural Exchange The Cleveland Cultural Coalition Operating support................................................. 50,000 School/Arts Partnership Program for Cleveland Public Schools (over 16 m onths)........................ 105,000

Start-up support (second y e a r).............................. 25,000

Cuyahoga Community College Foundation

The Musical Arts Association

Artistic and technical costs for the Duke Ellington Smithsonian Exhibition .....................5,000

Artistic programs in 1995-96 including community outreach concert and new and unusual m u sic............................................. 250,000

Marketing of evening concerts in the 1995-96 Showtime at High Noon seaso n ............. 10,000

Q4/VCECLEVELAND

Marketing of Jazz on the Circle concert series (over 15 m onths)......................................... 5,000

Performances by Mummenschantz and Elizabeth Streb/Ringside modern dance companies in the 1995-96 season ...................... 38,000

Jazz on Wheels and Jazz on the Circle concert series ...................................................... 20,500

Dobama Theatre

Ohio Chamber Ballet, Akron, Ohio

Enhancement of organizational capacity in areas of administration and marketing (over two y e a rs )................................................... 40,000

Bridge funding initiative for long-range strategic plan (over three yea rs).......

75.000

Strategic plan ........................................................ 2,500

Restaging of Heinz Poll's Dance Suite, staging of Jose Limon's The Exiles, and free summer festival activities . . .

65.000

Ensemble Theatre

Ohio Chamber Orchestra

Duffy Liturgical Dance Ensemble

Northeast Ohio Jazz Society

Ohio premiere of the 1992 Pulitzer Prize-winning play The Kentucky Cycle in the 1996 season ............................................. 24,500

Professional management enhancement and diversity in programming for the 1995-96 season (over 14 months) ...................... 38,333

Fairmount Theatre of the Deaf

Piano International Association of Northern Ohio

Associate artistic director position and change of name to SignStage Theatre ................... 25,000

Friends of the Cleveland School of the Arts

Local and international marketing of 1995 Cleveland International Piano Competition ...............7,000

Excellence in Music Project (third year) ................. 40,000

Playhouse Square Foundation Fine arts-related activities and operations

100,000

Grantmakers in the Arts, Miami, Florida

Rent subsidy for five constituent performing arts groups at Playhouse Square Center (third year) ...................

100,000

Operating support...................................................4,000

Great Lakes Theater Festival Production of The School for Scandal with the Acting Company and the National Actors Theater ..................................... 200,000

The Repertory Project

Intermuseum Conservation Association, Oberlin, Ohio

West Side Ecumenical Ministry

Enhancement of marketing and touring capacity (over two years) .......................... 35,000

Space utilization study for possible relocation to the Cleveland Play House complex .....................2,500

Professional costs of the Near West Theatre's Summer Youth Theatre project, and challenge grant (third grant) .......................... 15,000

Jewish Community Center of Cleveland

The Western Reserve Historical Society

Israeli Film Festival .................................................5,000

Documentary video for the 25th anniversary of the African American Archives Auxiliary.................................................... 5,000

Karamu House, Inc. Contract services for actors and directors, technical support and marketing for the 1996 season............................................. 80,000

Lyric Opera Cleveland Artistic costs for mainstage productions in 1996 season ................................................... 40,000 Campaign for orchestral accompaniment............... 10,000

Metropolitan Opera National Council Auditions

Total Board Designated Grants ................. $2,713,117

DONOR DESI GNATED GRANTS

The following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.

The Beck Center for the Cultural Arts, Inc............ $7,957

District Council Auditions in 1995 .......................... 2,500

Cleveland Ballet ....................................................

Music & Performing Arts at Trinity Cathedral, Inc.

The Cleveland Foundation (Inc.)

"Get Close to the Music" project (second grant, over 13 months) ............................ 10,000

Care of memorabilia of the First Cleveland Cavalry Association by The Western Reserve Historical Society.................................................... 6,347

151

Cleveland Health Education Museum dba The Health Museum ..................................... 4,891

The Cleveland Institute of M u s ic .......................... 5,344 The Cleveland Museum of A r t .......................... 130,090 Purchase of objects of art exhibited at the May Show in memory of Oscar Michael Jr. .................500 The Cleveland Museum of Natural H istory....... 243,619

Cleveland State University Foundation, Inc. Holocaust Commemoration Concert by the Cleveland Chamber Symphony ..................... 500 Cleveland Women's City Club Foundation Cleveland Arts Prize............................................... 250

Cleveland O p era...................................................... 152

Dobama Theatre Young Playwrights Program ..................................... 300

The Cleveland Play House ....................................9,944 Experimental or dramatic w o rk ................................1,861

Fine Arts Association.......................................... 1,000

Intermuseum Conservation Association, Oberlin, O h io ...................................................... 19,335 Karamu House, Inc.............................................149,683 The Musical Arts Association The Cleveland Orchestra....................................... 88,856 Oglebay Institute, Wheeling, West Virginia Cultural and educational activities at Oglebay Park.................................................. 136,408

Friends of the Cleveland School of the A rts .........1,500 Friends of Palo Alto Children's Theatre, Palo Alto, California Capital campaign................................................. 2,500 Great Lakes Theater Festival.............................. 10,700 The Lake View Cemetery Foundation..................... 500 Monday Musical Club, Youngstown, Ohio Grover C. Yaus Scholarship Fund............................ 7,000

The Western Reserve Historical Society ...............5,496

Musart Society .................................................... 275

Total Donor Designated G ran ts...................... $810,634

Music & Performing Arts at Trinity Cathedral, Inc............................................1,000

DONOR ADVI SED GRANTS

The Musical Arts Association The Cleveland Orchestra...................................... 5,750

Grants are for general support unless otherwise noted.

Access to the Arts ............................................. $ 1,000 Case Western Reserve University Friends of Eldred Theatre...........................................250 Cleveland Ballet .................................................. 2,500 Cleveland Center for Contemporary Art ...............2,500 Holocaust Project: From Darkness Into Light ........... 1,000 Cleveland Children's M u seum ............................ . 1,000 The Cleveland Institute of Art ..............................5,500 The Cleveland Institute of M u s ic .......................... 4,500 The Cleveland Museum of A r t ..............................9,544 Research and catalogue for the Legacy of Light photography exhibition .......................... 100,000

Education fund ................................................... 6,849 New Organization for the Visual Arts (NOVA) Scrap of Pride program . . ..................................... 3,000 Playhouse Square Foundation.......................... 11,750 Positive Education Program Creative therapies workshops............................... 2,000 The Toledo Museum of Art, Toledo, O h io ............ 2,000 University Circle Incorporated Parade the Circle Celebration ............................... 2,000 The Western Reserve Historical Society Charting New Directions program.......................... 3,000 Total Donor Advised Grants.......................... $243,035

The Cleveland Museum of Natural H istory........... 1,000 The Cleveland Music School Settlem ent...............5,017 Early Childhood Library........................................... 5,000 Cleveland O p e ra .................................................. 1,000 Recording of four productions by WKSU-FM............. 2,600 The Cleveland Play House ....................................1,250 Fund for the Future...............................................10,000 Cleveland Public Radio Endowment fund .................................................12,500 Newsroom operations and public affairs reporting . . . 2,500 "Riverwalk, Live From The Landing" production . . . . 12,500

Total Cultural Affairs Grants........................ $3,766,786 Board Designated, Donor Designated and Donor Advised

EC O N O M IC

DEVELOPMENT

GRANTS TOWARDS EMPLOYMENT, IN C Dislocated Workers/Special Population project

Case Western Reserve University Center for Regional Economic Issues (over two years) ....................................$100,000

Cleveland Development Foundation

The North Cuyahoga Valley Corridor, Inc. dba Ohio Canal Corridor Securing of national heritage corridor designation.................................................

Study by the Greater Cleveland Growth Association on securing international flight service to Hopkins International Airport .................40,000

WECO Fund, Inc.

Cleveland Neighborhood Development Corporation

Westside Industrial Retention and Expansion Network

Cleveland Industrial Retention Initiative for improved competitiveness of neighborhoodbased manufacturing companies (over 14 m onths)............................................... 100,000

Improvement of operations of credit unions serving Cleveland's east side (second year)

Comprehensive neighborhood economic development program (over two yea rs).......

Total Board Designated Grants .................

40,000

40,500

171,929 $633,265

Cleveland Senior Council Outreach to diversify user base in the private sector (over two ye a rs).............................. 15,000

Cuyahoga Valley Scenic Railroad, Peninsula, Ohio Organizational operations including education

programs with Greater Cleveland-area schools................................................................ 50,000

DONOR ADVI SE D GRANT North Coast Development Coordinators

$5,000

Total Donor Advised G rant........................

$5,000

Total Economic Development Grants .......

$638,265

Edison Polymer Innovation Corporation Creation of Polymer Life Cycle Center ................... 20,000

Kent State University Foundation, Inc., Kent, Ohio

Board Designated and Donor Advised

Development of business succession planning

program in Cuyahoga County (over 18 months) . . . 55,836

Baldwin-Wallace College Faculty development in instructional technology (over two years) ............................................... 5149,078

Bedford City School District Implementation and evaluation of the RICHARDS READ Systematic Language Program in grades one through three.....................11,500

John Carroll University Faculty development in instructional technology (over two years)................................128,640 Staff support for The Granville Academy to teach African-American students about capitalism (second ye a r)....................................... 12,000

Case Western Resen/e University Sumner Canary Lectureship ................................... 5,000

Citizens League Research Institute Staff support for implementation of decentralization efforts in the Cleveland Public Schools (over 22 m onths).......................... 64,931

The Cleveland Education Fund Study on proposed goals of the Pogue Institute for School Leadership and Management.................. 4,719

The Cleveland Foundation (Inc.) Major work program at Forest Hill Parkway Elementary School ................................... 1,225 School reform initiatives..................................... 200,000

The Cleveland Initiative for Education Mayor's Forum on the Cleveland Public Schools . . . . 7,000 Operating support for The Cleveland Initiative for Education, The Cleveland Education Fund, and administrative costs of Gateway to Excellence program ........................................... 220,000

Cleveland International Program South African internship program at seven neighborhood centers........................................... 36,279

Cleveland Scholarship Programs, Inc. Nontraditional Student Program (over three yea rs)................................................. 50,000

Cleveland State University Foundation, Inc. The College of Education's Project F.A.S.T. (Families Are Students and Teachers) program in East Cleveland Public Schools (second year) . . . . 23,848 Comprehensive strategic plan (second grant, over 15 m onths).......................... 114,617

South Euclid-Lyndhurst Board of Education ECCOnet project for Educational Computer Consortium of Ohio to train Ohio students and teachers on digital telecommunications (over three ye a rs).................................................

75,000

University School REACH Program for gifted African-American middle school males (second grant) .....................

15,000

The Urban League of Greater Cleveland Operating support for the Career Beginnings program .............................................

60,120

Total Board Designated G ran ts.....................$1,773,632

Computer summer camp in 1995 ........................ 14,342 Conference on diversity and models for student recruitment and retention .......................... 5,000 President's Initiative Fund (over two years) ......... 200,000

Diocese of Cleveland Implementation of the Dimensions of Learning Program at diocesan elementary and secondary schools in Cleveland ............................ 39,468

Esperanza, Inc. Operating support................................................. 40,000

Euclid Board of Education "Writing From the Inside" project to help children use personal experience as a springboard for writing ........................................... 4,000

Greater Cleveland Roundtable Operating and program support for the Cleveland Summit on Education ..................... 60,000

Hough Area Partners in Progress Community workshop to examine charter school implications.................................................2,000

IIMROADS/Northeast Ohio, Inc. Career and College Awareness Program................. 30,450

Kent State University Foundation, Inc., Kent, Ohio International symposium commemorating the 25th anniversary of the events of May 4, 1970 . . . . 25,000

Lake Educational Assistance Foundation Operating support (over two years) .......................15,000

The Lake View Cemetery Foundation Reprint of cemetery study book .............................. 4,415

David N. Myers College 150th Anniversary Campaign (over two ye a rs)................................................. 150,000

Shaker Heights Board of Education Resource materials on the Minority Achievement Committee (MAC) Program for the Shaker Heights City School District ............... 5,000

DONOR DESI GNATED GRANTS

The following recipients and programs were designated by donors. Grants are for general support unless otherxvise noted.

Ashland Library Association, Ashland, O h io .......

$3,022

Ashland University, Ashland, O h io ........................

6,043

Aurora City School District, Aurora, Ohio Maintenance of the Moore property........................

4,000 Baldwin-Wallace College .................................... 39,999 University of California, Berkeley, California ........... 190 John Carroll University ............................................. 143 Case Western Reserve University........................ 10,280 Adelbert C ollege.................................................... 6,866 Franklin Thomas Backus School of Law .................... 5,722 Biological Field Station at Squire Valieevue Farm operated by the Department of Biology.........

27,285 Case Institute of Technology................................... 5,385 Graduate Sch oo l.................................................182,119 Reference books for the Library of Western Reserve C ollege........................................... Social research at the Mandel School of Applied Social Sciences.......................................

224

2,016

The Cleveland Foundation (Inc.) Rhoda A. Affelder Fund for educational purposes .......

296

Major work program at Oliver Hazard Perry Elementary School .................................................

1,225 Cleveland Lutheran High School Association....... 2,192 Cleveland Public Library Books for Science and Technology Department .........

543 Services to shut-ins............................................. 104,203 Cleveland State University Foundation, Inc............... 143

Connecticut College, New London, Connecticut..............................................................

190

Cornell University, Ithaca, New York Deanship at Johnson Graduate School of Management ........................................ 38,000 Cuyahoga County Public Library.............................. 665 Educational Television Association of Metropolitan Cleveland, WVIZ-TV........................ 151 Fenn Educational Fund ........................................... 238 Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc................................. 238 Hawken S c h o o l.................................................... 1,144

Cleveland Center for Economic Education EPIC Project .......................................................5,000 The Cleveland Education Fund Small Grants Program.......................................... 1,000 The Cleveland Foundation (Inc.) Administration of the Scholarship-in-Escrow program ........................................................ 158,000 Cleveland Heights-University Heights City School District Young Authors celebration...................................... 500

...............151

Cleveland Heights-University Heights Public Schools Foundation................................. 1,000

Hillsdale College, Hillsdale, Michigan .................15,821

Cleveland Public Library ...................................... 250

Kenyon College, Gambier, O h io .......................... 10,280

Cleveland Scholarship Programs, Inc.................... 1,000

Lake Erie C ollege.............................................. 168,171

Denison University, Granville, O h io ..................... 5,000

Daniel E. Morgan School Book awards to children ........................................... 340

Harvard University, Cambridge, Massachusetts Laboratory of Fakhri A. Bazzaz.............................. 10,000

Ohio Wesleyan University, Delaware, O h io ........... 2,706

Hathaway Brown School ................................... 1,000 Class of 1955 Gift ................................................. 250

The Hill School, Pottstown, Pennsylvania

University of the Pacific, Stockton, California........... 190 The Piney Woods Country Life School, Piney Woods, Mississippi ..................................... 8,450 Princeton Association of Northern Ohio Princeton University urban studies fellowship program ................................................ 1,142 Princeton University, Princeton, New Jersey ........... 152 Saint Mary Sem in ary.............................................1,876 Shaker Schools Foundation Ruth S. Affelder Reading Fu n d ................................... 296 Smith College, Northampton, M assachusetts.................................................. 126,847 United Negro College Fund, Inc............................. 8,450

Hawken School............................................... . 4,000 Hiram College, Hiram, O h io .............................. 10,831 Capital campaign ............................................... 5,000 Laurel School.................................................... 1,000 Massachusetts Institute of Technology, Cambridge, Massachusetts Faculty Research Award at Sloan School of Management...................................... 19,000 J. Herbert Hoilomon Memorial Fund ..................... 5,000

Professor Sallie W. Chisholm's Laboratory in the Department of Civil and Environmental Engineering................................. 36,000 10K Competition Award at Sloan School of Management...................................... 10,000

Total Donor Designated Grants ...................... $787,546

Methodist Theological Seminary in Ohio, Delaware, Ohio Thomas H. Taylor Chair...................................... 30,423

DONOR ADVI SED GRANTS

David N. Myers College Capital campaign ............................................... 5,000

Aurora One Fund, Aurora, Ohio Educational programming for Aurora children....... $15,000

The Ohio State University Foundation, Columbus, Ohio Max M. Fisher College of Business........................ 1,500

University School .................................................... 152

Grants are for general support unless otherwise noted.

Carnegie-Mellon University, Pittsburgh, Pennsylvania Morgenthaler Chair in Entrepreneurship...............100,000 John Carroll U niversity.............................................350 Case Western Reserve University Franklin Thomas Backus School of Law ...................1,000 President's Fund .................................................. 15,000

The Old Stone Foundation Alternative School pilot education program ............ 2,000 P.M. Foundation, Inc. Urban Community School .......................................500 Shaker Schools Foundation Amy Margolis Silberman Fund for Arts and Education................................................. 500

United Negro College Fund, Inc. of C leveland .......................................................... 7,500

David N. Myers College Scholarship support ................................................18,000

United Negro College Fund, Inc. of Columbus, Ohio ............................................... 5,000

Westshore Montessori Association

United Negro College Fund, Inc. of Dayton, O h io .....................................................4,000

Total Board Designated Scholarship Grants . . . $288,000

United Way Sen/ices Benefit of Urban Community School ...................... 1,000

DONOR DE SI GNATED GRANTS

Scholarship support ..................................................2,000

University of Akron Foundation, Akron, Ohio ......... 900

The following recipients and programs were designated by donors.

University S ch o o l...................................................3,750 Annual Fund in memory of Peter H. W ellm an............. 250

The Hazel Myers Spreng Scholarship .....................

Ursuline College ...................................................5,250 Total Donor Advised Grants ............................ $472,754

Education G ran ts......................................... $3,033,932 Board Designated, Donor Designated and Donor Advised

SC H O LA RSH IP GRANTS Baldwin-Wallace College Scholarship support ................................ '..........$35,000 Berea Area Montessori Association Scholarship support ............................................... 2,000 John Carroll University Scholarship support ............................................. 35,000 Case Western Reserve University Scholarship support............................................... 37,000 The Cleveland Foundation (Inc.) Scholarships for Cleveland-area students attending Berea College in Kentucky ..................... 30,000 Scholarships for Cleveland-area students attending Meridia Huron Road Hospital School of Nursing....................................... ......... 30,000 Cleveland Montessori Association Scholarship support for Ruffing Montessori School (W e s t)........................................................ 2,000 Cleveland State University Foundation, Inc. Scholarship support ............................................. 53,000

Ashland University, Ashland, Ohio

$4,835

Avon Lake United Church of Christ, Avon Lake, Ohio Scholarships for Christian w o rk ................................

3,025

Baldwin-Wallace College The Hazel Myers Spreng Scholarship ......................

4,835

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

6,077

John Carroll University James J. Doyle Scholarship.....................................

2,560

Case Western Reserve University The Aloy Memorial Scholarship Fund for women . . . . For a female student in foreign study......................

1,319 3,534

Harriet Fairfield Coit and William Henry Coit Scholarships....................................................

1,518

William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships ......................

17,452

Oglebay Fellow Program in the School of M edicine............................................... Scholarships in aerospace or computers

81,859 .................... 113

Scholarships in Franklin Thomas Backus School of L a w ...................................................... The Hazel Myers Spreng Scholarship

13,133 ...................... 4,835

Alton LaMaur Character Memorial Scholarship For Collinwood High School graduates ...................... Inez and Harry Clement Award Cleveland Public Schools annual superintendent's aw ard...........................................

250

1,700

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

1,611 .............................. 1,800

Harry Coulby Memorial Scholarships For David N. Myers College students and Cleveland Scholarship Programs, Inc....................... 40,000

The Cleveland Music School Settlement The Nellie E. Hinds Memorial Scholarships...............

Fairmount Montessori Association Scholarship support for Ruffing Montessori School (Ingalls Cam pus)......................................... 2,000

Cleveland State University Foundation, Inc. Scholarships in Cleveland-Marshall College of Law . . .

4,000 Scholarships at the Harvard East Branch...................1,136 1,136

Hudson Montessori Association Scholarship support ................................................2,000

Dartmouth College, Hanover, New Hampshire

DONOR ADVI SED GRANTS

The John Marshall Raible and David Gardner Raible Scholarship Fund .......................... 22,450

Aurora Schools Foundation, Aurora, Ohio

Alzada Singleton Davis Memorial Scholarship

Case Western Reserve University

For an African-American female at Cuyahoga Community College matriculating at an upper division college or university ..................................... 500

Scholarship support......... ..................................... $5,000

Scholarship in humanities....................................... 2,500

Cleveland Scholarship Programs, Inc. Scholarship payouts to eligible students............... 730,000

Vince Federico Memorial Scholarships For Wickliffe High School graduates ........................ 6,000

Cleveland State University Foundation, Inc.

Hawken School

Financial aid aw ard.................................................... 750 Scholarship support .................................................. 750

The John Marshall Raible and David Gardner Raible Scholarship Fund ............................ 4,913

Total Donor Advised Scholarship Grants.........$739,000

Hillsdale College, Hillsdale, Michigan The John C. McLean Scholarships to deserving students ...............................................16,911

Virginia Jones Memorial Scholarship For furthering the college education of a female graduate of Shaw High School .................... 3,350

Total Scholarship Grants............................. $1,326,389 Board Designated, Donor Designated and Donor Advised

The Jon Lewis Memorial Award For a Cleveland Heights High School graduate to pursue further studies ....................................... 5,000

MacMurray College, Jacksonville, Illinois The George D. and Edith W. Featherstone Memorial Fund Scholarships................................... 3,025

North Central College, Naperville, Illinois The Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. Spreng...................... 4,835

Northwest Emergency Team Fund Scholarships For children of police officers, firefighters and emergency services personnel in six west side suburbs.................................................. 2,088

Ohio Wesleyan University, Delaware, Ohio The Hazel Myers Spreng Scholarship .................. . . 4,835

S P E CI AL P U R P O S E FUNDS

The Cleveland Foundation administers two special purpose funds in the area of education. The Fenn Educational Fund, established in 1971, is designed to promote and assist in the development of cooperative education and work study programs at institutions of higher learning in the Greater Cleveland area. The Statewide Program for Business and Management Education (PBME) was established in 1982 with the support of the L. Dale Dorney Fund. Funds have been allocated to strengthen business and management education at colleges and universities statewide. FENN EDUCATI ONAL FUND GRANTS Baldwin-Wallace College Career Education and Outreach Program ............. $] 1,500

Purdue University, West Lafayette, Indiana The John C. McLean Scholarships in engineering.......................................................... 42,269

The Miriam Kerruish Stage Scholarship For Shaker Heights High School graduates............. 20,000

Ada Gates Stevens Scholarship For graduates of the public high school of Elyria, Ohio ........................................................ 3,125

John Carroll University R. Earl Burrows Memorial Scholarships.................... 3,000 Enhancement of the cooperative education program through the use of a career exploration model ................................... .14,976 Henry Ford II Scholarship ....................................... 1,000

Case Western Reserve University

University School

Women's Initiatives for Leadership and Learning (WILL) program (third y e a r).................... 24,178

The John Marshall Raible and David Gardner Raible Scholarship Fund................................800

The Cleveland Foundation (Inc.)

Ursuline College Lillian Herron Doyle Scholarship..............................2,560

Total Donor Designated Scholarship Grants .. . $299,389

Fenn Educational Fund operating budget...............19,900

Cleveland State University Foundation, Inc. Job readiness skills program to prepare students for participation in cooperative education program (second y e a r).......................... 37,550

Cuyahoga Community College Foundation Restructuring and enhancement of the cooperative education program ............................ 16,500

The Lakeland Foundation "Learn to Earn" program at Lakeland Community College

19,690

David N. Myers College Student outreach and employer development in the cooperative education program

22,750

Notre Dame College of Ohio Students' increased career awareness and participation in the cooperative education program ..............................

. 6,074

Ursuline College Student assistance and work readiness seminars in the cooperative education program

4,560

Total Fenn Educational Fund Grants .............. $181,678

STATEWIDE P ROGRAM FOR B U S I NE S S AND MA N A G E ME N T EDUCATION ( P B M E ) GRANTS John Carroll University MBA student assessment and skill development project in the School of Business (over 14 m onths).............................................. $28,570

The Cleveland Foundation (Inc.) Continuation of the Statewide Program for Business and Management Education............... 72,700

Mount Union College, Alliance, Ohio Faculty development in international business education.............................................. 26,618

Wittenberg University, Springfield, Ohio Portfolio assessment project in the Department of Management (over 17 m onths)........................ 55,350

Xavier University, Cincinnati, Ohio Center for International Business in the College of Business Administration (over two years) ......... 38,340

Total PBME Grants ....................................

$221 578

Total Special Purpose Funds Grants.............. $403,256

Total Education Grants............................... $4 ,763,577

AIDS Taskforce of Greater Cleveland, Inc. Nutrition program for persons living with AIDS . . . . $60,000

â&#x2013; Alcoholism Services of Cleveland Ambulatory detoxification program (over 18 m onths)...............................................150,000

Alliance for Mentally III of Metro Cleveland Survey on consumer views of the public mental health system .............................................7,000

Alzheimer's Disease and Related Disorders Association, Inc. Improvement of Helpline services (over two y e a rs ).................................................. 30,000

American Heart Association, Northeast Ohio Affiliate, Inc. Reduction of tobacco use among adolescents (second year) ................................... 21,400

American Red Cross, Greater Cleveland Chapter Programs for the elderly (over three years) ......... 134,000

American Sickle Cell Anemia Association FAIRVIEW FOUNDATION Parish Nurse Program

Outreach to high-risk populations (over two y e a rs ).................................................. 80,000

American Society on Aging, San Francisco, California Cleveland participants in New Ventures in Leadership program (fourth and fifth years)........... 35,000

Case Western Reserve University Improved services to drug exposed women and children by the School of M edicine................. 54,400 Start-up support for training center in geriatric oral health by the School of Dentistry (over three years) ................................133,000

Central School of Practical Nursing, Inc. Home nursing program (third year) ...................... 26,200

The Cleveland Foundation (Inc.) Monitoring of American Society on Aging's New Ventures in Leadership program (over two years) . . . 2,000 Technical assistance on managed care for small health agencies........................................... 50,000

Cleveland Hearing and Speech Center Review of administrative structure .......................... 4,895

The Cleveland Medical Library Association

Our Lady of the Wayside, Incorporated, Avon, Ohio Equipment for sensory therapy program................. 17,000

Preterm Cleveland, Inc. Capital campaign (over 18 m onths).....................100,000

Providence House, Inc. Operating support................................................. 30,000

Fiber optic wiring of the Allen Medical Library ....... 42,212

The Registry of Interpreters for the Deaf, Inc., Silver Spring, Maryland

Cleveland Neighborhood Health Sen/ices, Inc.

Seminar by Cleveland chapter ................................ 3,300

Improved services to elderly patients with chronic conditions................................................. 52,000

The Benjamin Rose Institute

The Cleveland Psychoanalytic Society General support ................................................... 40,000

The Cleveland Society for the Blind

Feasibility study of intensive home care program for frail elderly in collaboration with University Hospitals of Cleveland ................... 40,000 General support ................................................... 36,750

General support ...................................................... 36,750

Services for Independent Living, Inc.

Program for visually impaired older

Expanded accessibility program for businesses (over three ye a rs).......................... 4.. 57,800

adults (over three years)

......................................135,000

Cleveland State University Foundation, Inc.

Tides Foundation, San Francisco, California

Childhood immunization program

Operating support for Funders Concerned About AIDS (over 15 months) ................................4,000

(over two y e a rs ).................................................... 240,000

Critical Incident Stress Services for Cuyahoga County, Inc. Clinical mental health services (over two years) . . . . 33,000

Emerald Development & Economic Network, Inc.

University Hospitals of Cleveland Conference on defining death in a technological a g e .................................................5,000

The Visiting Nurse Association of Cleveland

Housing for persons with mental illness................. 25,000

Geriatric and pediatric nurse-based care at University Settlement ....................................... 40,000

Fairview Foundation

Total Board Designated Grants................... $2,320,957

Expansion of the Parish Nurse Program (third and fourth years)

........................................ 200,000

Grantmakers in Health, Washington, D.C. Program support........................................................3,000

The Greater Cleveland Hospital Association Strategic plan .....................................................100,000 Workshop on health care quality by Health Trustee Institute........................................... 5,000

DONOR DESIGNATED GRANTS

The following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.

Akron City Hospital, Akron, Ohio Obstetrical division ...............................................$1,827

American Cancer Society, Cuyahoga County U n it...................................................155,691

Hopewell Inn, Inc., Mesopotamia, Ohio

Research or any other purpose..............................17,304

Start-up support for residential facility for persons with severe mental illness (over three years) ............................................... 187500

American Heart Association, Northeast Ohio Affiliate, Inc............................................ 185,943

A. M. McGregor Home General support ...................................................... 36,750

Mental Health, Rehabilitation & Research, Inc. dba Hill House Consultant assistance on development

Research or any other purpose..............................17,304

American Lung Association of Northern Ohio . . . . 1,972 American Veterinary Medical Association Foundation, Schaumburg, Illinois ....... .......... 21,569

of a mental health consortium.............................. 43,000

Arthritis Foundation, Northeastern Ohio Chapter.................................................... 1,144

Northeastern Ohio Universities College of Medicine, Rootstown, Ohio

Bellevue Hospital, Bellevue, Ohio ...................... 5,761

Symposium on AIDS and the arts ........................ 20,000

Eliza Bryant Center .......................................... 19,949

Case Western Reserve University School of Medicine Cancer research ...................................................19,091 Medical research and general support .................127,218 Outpatient clinic for dispensary.............................. 50,732 Research in diseases of the e y e ............................ 34,904 Scholarships or research......................................... 5,481 Catholic Charities Corporation Benefit of aged persons ......................................... 3,000 Central School of Practical N ursing..................... 26,736 The Cleveland Clinic Foundation........................ 24,805 Research in diseases of the eye ............................ 17,452 Cleveland Hearing and Speech C e n te r...............56,719 The Cleveland Psychoanalytic Society Foundation.................................................... 50 Research and application of psychoanalysis and support projects............................................. 63,952 The Cleveland Society for the Blind ................. 349,325 Research or any other purpose..............................17,304 Volunteer Braille transcribers................................... 3,119 The Deaconess Foundation ................................. 6,566 Elyria Memorial Hospital, Elyria, Ohio William H. Gates bed .................... ; ..................... 2,000

MetroHealth Foundation, Inc................................ 3,119 MetroHealth Medical Center's Burn Unit................. 3,120 MetroHealth Medical Center's Nurse Award............ 1,221 The MetroHealth System Employees' Christmas fund at MetroHealth Center for Rehabilitation ...................................... 1,875 The Montefiore Hom e........................................ 6,768 Rainbow Babies and Childrens Hospital.......... 114,779 Equipment or supplies ........................................ 1,518 The Benjamin Rose Institute ............................ 18,539 Saint Ann Foundation........................................ 3,119 Saint John and West Shore Hospital................... 3,897 St. Luke's Medical Center .................................... 476 St. Vincent Charity Hospital ............................... 1,913 Samaritan Hospital, Ashland, Ohio Mr. and Mrs. A. N. Myers memorial room.............. 12,087 Shriners Hospitals for Crippled Children, Tampa, Florida.................................................. 8,450 University Hospitals of Cleveland ..................... 13,536 Benefit aged persons ........................................ 11,911 Cancer research ............................................. 166,062 Conference travel ............................................... 3,567

Fairview Foundation ........................................... 20,035 Equipment for Fairview General Hospital ............... 67,601 Christiana Perren Soyer bed ................................... 2,426

Lakeside Hematology Fellowship Fund .....................445 Lakeside Hospital ............................................ 764,352 Maternity Hospital............................................... 6,151

The Free Medical Clinic of Greater Cleveland ......... 146

Henry L. Sanford memorial bed ............................1,518

Grace Hospital Equipment .......................................................... 33,800

Urological or vascular research ............................ 63,558

Health Hill Hospital for Children .......................... 3,119 Holy Family Cancer Home ................................... 1,875

The Visiting Nurse Association of Cleveland........ 3,619 West Side Deutscher Frauen Verein, The Altenheim................................................. 24,286

Eliza Jennings H o m e ........................................... 27,409 Equipment .......................................................... 33,801

Total Donor Designated Grants ................. $2,863,825

Lakewood H o sp ital...............................................8,155

DONOR A DVISED GRANTS

Lakewood Hospital Foundation, Inc................... 119,660

Grants are for general support unless otherwise noted.

The Lutheran Home for the Aged ...................... 11,104

AIDS Taskforce of Greater Cleveland, Inc............. $1,000

Lutheran Medical Center ..................................... 3,927 Conference travel...................................................... 566

Alzheimer's Disease and Related Disorders Association, Inc...................................... 500

Lutheran Medical Center Foundation ................. 33,806

American Cancer Society, Cuyahoga County Unit Hope Lodge......................................................... 986

Mansfield Memorial Home, Mansfield, O h io ........... 539 Marymount Hospital Elizabeth Boersig Soyer bed ....................................2,426 A.M. McGregor H o m e ........................................... 6,768 Meridia Huron Hospital ....................................... 9,858

Treatment, prevention and research of breast cancer ............................................... 15,000 Barlow Hospital Foundation, Los Angeles, California Barlow Respiratory Hospital ................................. 2,000 Case Western Reserve University School of M edicine............................................ 1,000

Central School of Practical Nursing, Inc.................... 500

University Hospitals of Cleveland Ireland Cancer Center ............................................... 250

Children's Hospital Medical Center of Akron, Ohio ........................................................ 500 Children's Oncology Services of Northeastern Ohio, Inc. Ronald McDonald House of Cleveland.....................1,000 The Cleveland Clinic Foundation.......................... 2,081 Brain Tumor and Neuro-Oncology Center ............. 10,000

John P. McWilliams Fund for respiratory health..................................................... 5,137 Rainbow Babies and Childrens Hospital...................1,000

The Visiting Nurse Association of Cleveland ......... 1,500 Total Donor Advised G ran ts............................ $96,277

Liver research .......................................................15,000 The Cleveland Eye Bank, Inc..................................... 500 The Cleveland Society for the B lin d ...................... 7,761 Low Vision C lin ic.....................................................2,911

Total Health Grants ................................... $5,281,059 Board Designated, Donor Designated and Donor Advised

Spellbound Program ............................................... 1,600 Fairview Foundation Department of Cardiology at Fairview General Hospital ...................................................... 250 The Free Medical Clinic of Greater C leveland....... 3,500 Health Hill Hospital for Children .......................... 2,500 Heather Hill, Inc.........................................................500 Home Health Care, Inc........................................... 1,500 Huntington's Disease Society of America, Inc., New York, New Y o rk ............................................. 1,000 Judson Retirement Community Judson P a rk .............................................................. 831 Juvenile Diabetes Foundation, Cleveland Chapter "Clevelanders Who Care" national capital campaign.....................................................2,076 Lakewood Hospital Foundation, Inc. Heart research .......................................................... 250 Malachi House of Hope ........................................2,550 The MetroHealth Foundation, Inc.............................. 750 Burn and Trauma C en ter........................................... 300 Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio Breckenridge Village ............................................... 1,856 Preterm Cleveland, Inc........................................... 3,500 The Benjamin Rose In stitu te....................................850 Capital fund............................................................ 1,000 Saint John West Shore Hospital Serenity H all.............................................................. 300 Toledo Society for the Blind, Inc., Toledo, Ohio . . . 1,500 United Leukodystrophy Foundation, Sycamore, Illin o is .....................................................250 United Way Sen/ices Benefit of American Cancer Society............................ 250 Benefit of Hill House ................................................. 538

ACHIEVEMENT CENTER FOR CHILDREN

Achievement Center for Children

Center for Families and Children

Strategic p lan ...................................................... $37,000

Merger with Reach Out, a counseling program for adolescents and adults ...................... 51,767

The Art Studio, Inc.

Child Care Resource Center dba Starting Point

Start-up support for the Graduate Clinical Training Program in Art Therapy ............................ 23,238

Core support........................................................ 60,000

Beech Brook

Children's Services, Inc.

Foster homes for severely emotionally disturbed children (second year) .......................... 50,700

Upgrade of youth cottages ................................. 274,212

Cleveland Community-Building Initiative

Berea Children's Home

Start-up support (over 19 months) .................... 562,624

Parent and Child Education Program (second y e a r)...................................................... 30,380

The Cleveland Foundation (Inc.)

Strategic plan for Church Street Ministries ............. 20,000

Boys & Girls Clubs of Greater Cleveland Expansion of Torch and Keystone Clubs (over two y e a rs )................................................... 55,000

Case Western Resen/e University Operating support for the Center for Urban Poverty and Social Change at Mandel School of Applied Social Sciences (fifth and sixth years) ......................................... 531,875

Catholic Charities Corporation Software and training for computerized client information system ..................................... 37,250 76

Evaluation of the City of Cleveland's Midnight Basketball program ................................. 5,000

Cleveland Mediation Center Marketing for the transfer of Dissolution of Marriage Kits from W om enSpace........................ 2,140

Cleveland Rape Crisis Center Consultant assistance for organizational development.......................................................... 5,000

Commission on Catholic Community Action People Empowered Against Child Endangerment (PEACE) program.......................... 32,800

Continue Life Staff support to assist with program transition and expansion....................................... 34,720

Hispanic Urban Minority Alcohol and Drug Abuse Outreach Program Staff support for finance office (over two yea rs)--- 87,648

Cornucopia, Inc.

Interchurch Council of Greater Cleveland

Staff support for Cleveland Heights retail and training facility for mentally retarded/ developmental^ disabled persons ........................ 58,152

Hunger Task Force ............................................... 40,000

Jewish Community Federation of Cleveland

Cuyahoga County Bar Foundation

Demographic study of the Cleveland Jewish community (over two years) .............................. 100,000

Start-up support for the Juvenile Court Custody Mediation Program (over two years) ..................... 60,000

City of Lakewood

Cuyahoga County Board of Commissioners Family development services to families in the JOBS program by the Cuyahoga County Department of Employment Services.....................91,980

The City of East Cleveland

Help to Others (H 20) youth service program by Department of Human Services .......................10,000

Lesbian/Gay Community Sen/ice Center of Greater Cleveland Technical assistance in leadership development . . . . 14,620

Lexington-Bell Community Center

Staff support for youth services program (second y e a r)...................................................... 40,000

Strategic planning retreat for board and staff ........... 2,008

East End Neighborhood House Association

Westhaven Runaway Shelter.................................. 50,000

Staff support for Rites of Passage Institute (over three y e a rs )..................................128,599

Educational Television Association of Metropolitan Cleveland, WVIZ-TV Training initiative for pre-kindergarten caregivers and parents (over three years) ........... 198,660

El Barrio Incorporated Enhancement of audit and accounting procedures . . 4,400

Emmanuel Baptist Church Student and teacher stipends for SOS Test Preparation Program ....................................... 7,000

Federation for Community Planning Collaborative services model for black males in the Glenville area (third year) ................. 80,000 Family Center Planning Project and staff support for Cuyahoga County Children's Roundtable (second year) ..................... 80,470 Strategic plan and search for new director ............. 27,000

Lutheran Metropolitan Ministry Association Northcoast Harvest dba Northcoast Food

rescue

Redistribution program for fresh fruits and vegetables (over two years) .......................... 68,200

Northeast Ohio Coalition for the Homeless Consultant assistance on identification of service gaps for the homeless ............................ 5,000

Retired and Senior Volunteer Program of Greater Cleveland Implementation of strategic plan (over three ye a rs)................................................. 49,150

Shoes For Kids, Inc. 1995 campaign ................................................... 35,000

Stella Maris, Inc. Physician/medical director for detoxification unit . . . 37,000

United Way Services The John K. Mott Youth Fund high school student distribution committee .....................5,000

Transportation service for the disabled for Home Base Cleveland....................................... 3,580

Purchase and renovation of new headquarters and community service . building (over two years) .................................... 300,000

Freedom House, Inc.

The Urban League of Greater Cleveland

First United Methodist Church

Residential treatment program for employed men whose substance abuse is job threatening............. 24,718

Project We Care for development of a Parenting Skills Network..................................... 46,620

Goodwill Industries of Greater Cleveland, Inc.

Vocational Guidance Services

Starting Over pilot vocational program for women releasees from the Northeast Ohio Pre-Release Center (second year) ...................... 143,700

Women's Center of Greater Cleveland

Greater Cleveland Neighborhood Centers Association Cleveland Family/Neighborhood Leadership Strategy initiative (second year) .......................... 200,000 Search for and transition to a new executive director ................................................. 24,206

Long-term, job retention tracking system ................. 42,759

Resource and referral helpline upgrade and expansion ....................................... 24,330

The Young Men's Christian Association of Cleveland Renovation of Youth Department at the Central facility (over two years) .......................... 150,000

The Young Women's Christian Association of Cleveland Event for 20th anniversary of Greater Cleveland Women of Achievement Award and Career Options program................................................... 24,569 Total Board Designated G ran ts.....................$4,078,075

Federation for Community Planning................... 4,018 Needy and deserving families and children ............ 1,947 Program at Business Volunteerism Council.............. 3,093 The First Congregational Church of Sonoma, California .......................................... 143 The First United Methodist Church, Ashland, Ohio ................................................... 6,043

DO NOR D ESIG N ATED GRANTS

The following recipients and programs were designated by donors. Grants arefor general support unless otherwise noted.

Goodwill Industries of Greater Cleveland, Inc........1,353 Greater Cleveland Neighborhood Centers Association.......................................... 11,991

Achievement Center for Children...................... S i8,274 Equipment .......................................................... 33,800

The Guidance Centers.......................................... 285

Alcoholism Services of Cleveland, Inc......................... 73

The Hebrew Free Loan Association..................... 1,000

American Bible Society, New York, New Y o rk ......... 602

Heights Blaugrund Lodge No. 1152 B'nai B'rith ........................................................ 1,875

American Red Cross, Greater Cleveland Chapter . . 7,858 Beech Brook ...................................................... 57,607

Bellefaire Jewish Children's B u re a u ...................... 7,077 Boy Scouts of America, Greater Cleveland Council No. 440 ........................ 143 Boys & Girls Clubs of Greater C leveland...............1,144 Catholic Charities Corporation ................................358 Benefit of Parmadale-St. Anthony Youth Services Village ...........................................10,315 Center for Families and Children ............................309 Counseling Division ............................................. 38,036 Day Nursery Association of Cleveland...................... 4,119

Heights Youth Center ........................................ 1,374 The Hiram House ............................................. 2,457 Jeremiah's Inn, Worcester, Massachusetts.............. 146 Jewish Community Federation of Cleveland ...................................................15,303 Research or any other purpose............................ 17,304 Jones Home of Children's Services................... 22,233 Capital improvements........................................ 33,800 Lakewood Christian Church............................... 2,652 Lakewood United Methodist Church

.......... 4,716

Family Preservation Program................................... 2,000

The Hattie Larlham Foundation, Inc., Mantua, Ohio ................................................. 16,404

Children Forever Haven ....................................... 1,053

Little Sisters of the P o o r.....................................3,485

The Children's Aid So ciety....................................... 527 Industrial H om e.................................................... 67,652

Lutheran Agencies Organized in Service.............. 2,192 Marycrest Sch oo l............................................... 6,768

Children's Sen/ices .............................................. 1,030 Christ Episcopal Church ....................................... 1,295 The Church H o m e................................................ 6,768 The Church of the Saviour, United Methodist ................................................ 4,835 The City Mission .................................................. 4,008

Missionary Sen/ants of the Most Holy Trinity, Silver Spring, Maryland...................................... 4,689 Our Lady of the Wayside, Incorporated, Avon, O h io ........................................................ 7,957 Parmadale-St. Anthony Youth Services Village ............................................... 14,317

Cleveland Christian Home, Inc............................... 3,025

Planned Parenthood of Greater Cleveland, Inc................................................. 122,444

City of Cleveland, Director of Public Safety Prevention of delinquency among boys .................... 899

Rose-Mary C enter............................................. 3,623

Cuyahoga County Department of Human Services Special client n eed s.................................................. 533 East End Neighborhood House ............................3,119 Fairmount Presbyterian C hu rch ............................ 2,982

St. Andrew's United Methodist Church, Findlay, O hio........................................................ 168 St. Dominic's Parish .......................................... 4,689 St. John Lutheran Church................................... 2,192 St. Martin's Episcopal Church ............................... 143 The Salvation A rm y.......................................... 28,705 Food for the hungry ............................................ 1,805

The Salvation Army, Ashland, Ohio .....................3,022 The Scottish Rite Benevolent Foundation, Lexington, Massachusetts .....................................143 Shaker Heights Lodge No. 45 FOP Associates . . . . 2,708 The Shaker One Hundred, Inc.............................. 2,708 Sisters of Notre Dame, Chardon, Ohio Physical education program for the Julie Billiart School..............................................14,113 Society of St. Vincent de P a u l............................... 781

Bellefaire Jewish Children's Bureau Jewish Day Nursery Scholarship Fund ........................ 500 Bellflower Center for Prevention of Child Abuse, Inc. Family Helpline and Tot-Line....................................1,000 Boys & Girls Clubs of Greater C levelan d ............... 1,036 Recreation programs in the inner c ity ...................... 3,000 Catholic Charities Corporation Catholic Charities Services ..................................... 1,000

Southeast Family YM CA........................................ 265

Center for Families and Children Rap Art C en ter.......................................................... 500

Starr Commonwealth for Boys, Albion, Michigan ............................................... 1,573

Children's Support Rights, Inc. Hot Line program ...................................................1,000

The Suburban Tem ple.......................................... 445

Christ Episcopal Church ..................................... 2,000 White Spire Fund for chapel renovation .................61,000

The Three-Corner-Round Pack Outfit, Inc. Camping program..............................................13,207

The City Mission .................................................. 1,000

Trinity Cathedral................................................. 1,810

Cleveland Foodbank, Incorporated.......................... 500

United Appeal of Ashland County, Ohio, Ashland, Ohio ...................................................3,022

Cleveland International Program .......................... 3,000

United Way Services.......................................416,345 Vocational Guidance Services..............................4,570 Assistance to needy clients of Sunbeam School....... 1,000

Diocese of Ohio Episcopal Community Services Foundation.......................... 1,000 East Side Catholic S h e lte r...................... ................ 250 Fairmount Presbyterian C h u rch ............................ 1,500

Assistance to needy of Sunbeam School graduating class ................................................. 1,000

Family Transitional Housing, Inc................................ 500

West Shore Unitarian Universalist Church .......... 2,608

Federated Church of Chagrin F a lls .......................... 289

The Young Men's Christian Association, Ashland, Ohio ...................................................3,022

Federation for Community Planning Kidsacks program...................................................... 250

The Young Men's Christian Association of Cleveland ...................................................11,206 Lakewood Branch............................................... 8,450

The First Unitarian Church of Cleveland Sanctuary carpeting.................................................3,000 Goodwill Industries of Greater Cleveland, Inc........ 1,000

West Side Branch ..............................................16,900 The Young Women's Christian Association of Cleveland...................................................... 1,148 Lakewood Branch............................................... 8,450 Youth Visions, Inc. Big Brothers/Big Sisters Program.......................... 10,393 Big Buddy/Little Buddy Program............................ 8,783 Total Donor Designated Grants ................. $1,168,427

The Greater Cleveland Community Sh ares........... 2,500 Campaign 2000 Action Plan ..................................... 500 Greater Cleveland Neighborhood Centers Association .............................................1,000 Heights Youth Center................................................ 500 The Guidance Centers ......................................... 1,000 Heights Parent Center PRISMS project...................................................... 3,000 Hitchcock Center for Women, Inc...........................3,000

DONOR ADVI SE D GRANTS

Grants are for general support unless otherwise noted.

American Red Cross, Greater Cleveland Chapter................................S i,250 American Red Cross, Greater Toledo Area Chapter, Toledo, Ohio ................................1,500 Beech Brook .....................................................1,000

International Services Center Rehabilitation of Croatian and Bosnian refugees in Cleveland ................................1,000 Jewish Community Federation of Cleveland Jewish Welfare Fund Campaign ..............................2,000 The Hattie Larlham Foundation, Inc., Mantua, Ohio ...................................................... 2,000

Lutheran Metropolitan Ministry Association After School Prevention Program ............................ 2,500

Youth Enrichment Services, Inc.

Moving expenses ...................................................2,500

Expansion of Project Rising Flower's baking facilities ...................................... ...............1,000

Make-A-Wish Foundation ....................................... 500

Youth Visions, Inc. Big Brothers/Big Sisters Program ........... ............... 2,000

Northcoast Harvest dba Northcoast Food re s c u e ....................................... 5,000

Total Donor Advised Grants ................

S i87,246

Planned Parenthood of Greater Cleveland, Inc............................................ 3,000 Plymouth Church of Shaker Heights Foundation..................................... 510 Providence House, Inc............................................1,250 St. Basil Catholic C h u rch ......................................... 560 St. Paul Croatian Church Humanitarian Relief Fund "Rebro"..............................500 St. Paul's Episcopal Church, Cleveland H eigh ts...............................................10,561 St. Timothy Episcopal Church, Perrysburg, O h io .................................................. 4,000 Building Fund ........................................................2,500 The Salvation A rm y.............................................. 4,000 Programs for women and children.......................... 1,005 Sisters of Notre Dame Julie Billiart School .................................................... 250 Star of the Sea, Inc. Stella Maris Center.................................................... 300 Sunshine Children's Home Development Fund, Maumee, Ohio .................... 1,000 Sunshine Foundation, Inc., Maumee, Ohio ............. 500 Transitional Housing, Inc........................................ 2,645 Unitarian Universalist Service Committee, Inc., Cambridge, Massachusetts................................... 1,000 United Way of Greater Toledo, O h io .................... 2,000 United Way Se rvice s........................................... 26,000 Benefit of Catholic Social Services of Cuyahoga County ................................................ 250 Benefit of Greater Cleveland Committee on Hunger ..................................... 500 Vocational Guidance Services ..............................1,250 West Park United Church of Christ Foundation Fund ...................................................... 840 Women's Community Foundation .......................... 500 Jane Kirkham Endowment Fund..............................5,000 YMCA of Cleveland, Geauga County Branch ........... 250

Total Social Services Grants................. Board Designated, Donor Designated and Donor Advised

$5,433,748

C FUNDS

HEALTH Alzheimer's Respite Care Society of Hancock County

L. Dale Dorney Fund Grants The Findlay Distribution Committee The Hon. Allan H. Davis Rev. G. Terry Bard Lee R. Luff The Hon. Keith Romick James W. Speck

Marketing consultant to develop promotional plan and social worker to assess needs of clients and families ............................................... $17,935

Total Health G ran t.......................................... $17,935

Chairperson

SOCIAL SERVIC ES

(deceased March 1996)

CIVIC A F F A I R S Court Appointed Special Advocate/ Guardian Ad Litem

Crime Prevention Association Findlay-Hancock County Speaker fees to promote community awareness of gangs in Hancock C o u n ty ..................$3,100

Total Social Sen/ices G ran t............................... $3,100 SP EC IA L P H IL A N T H R O P IC SERV IC ES

Staff support and training of volunteers (over three y e a r s )..................................................536,298

The Cleveland Foundation (Inc.)

Hancock County Mental Health Society, Inc. dba John C. Hutson Center

Operating budget of the L. Dale Dorney Fund and The Findlay-Hancock County Community Foundation ........................................$55,482

Operating support for HOPE Plus by Court of Common P le a s ................................' .......... 6,000

Total Special Philanthropic Services Grant ....... $55,432

Hancock Parks Foundation Ten-year outdoor recreational plan for Hancock C o u n ty ......................................................10,000

Total L. Dale Dorney Fund Grants .................. $214,761

Total Civic Affairs Grants................................. $52,298 CULTURAL A F F A IR S Hancock Parks Foundation Barn Art murals, storyteller and honoraria for teachers to conduct demonstrations at Autumnfest '95 ........$4,472 Riverside Park summer concert series (over three y e a r s )......................................................3,000

Total Cultural Affairs Grants ..............................$7/472 ECO NO M IC D E V E L O P M E N T

Lake Geauga Fund Grants The Lake-Geauga Committee

Chairperson

John Sherwin Jr. Barry M. Byron Lawrence J. Dolan Arlene M. Holden Philip L. Krug John J. Monroe Molly Offutt James F. Patterson

(effective April 1996)

(completed term March 1996) (resigned November 1995)

Hancock County Chamber Foundation Architectural Fund for downtown revitalization by Downtown Findlay (over three years) ................$8,000

CIVIC A F F A IR S

HHWP Community Action Commission

Public awareness and education campaign ..........$14,000

Microenterprise Development Project (over two y e a r s )......................................................31,064

General support ....................................................... 1,000

Total Economic Development Grants .............. $39,064

The Lakeland Foundation

EDUCAT IO N Black Studies and Library Association Staff support to expand services to Hancock County and northwestern Ohio ..............$26,660

Findlay Board of Education-Findlay Public Schools Consultant assistance on land analysis for Findlay High School campus ..............................12,750

Geauga Park District Habitat of Painesville

Staff support for the Lake County Economic Development Center (over two y e a rs ).................... 28,500

Leadership Geauga County Start-up support (over two y e ars)........................... 30,000

The Moorish Community Redevelopment Corporation Start-up support ..................................................... 10,000

Total Civic Affairs Grants................................. $83,500

Total Education Grants ................................... $39,410

CULTURAL AFFA IRS

Lake Hospital System, Inc.

The Tom Evert Dance Company

Medical library acquisitions........................................3,000

Residency program in six Geauga County grade schools in 1996 ............................................$4,000

Total Health Grants........................................ $40,000

Lake County Historical Society

SOCI AL SE R VI CE S

General support ....................................................... 5,000

Lake Erie College

Boy Scouts of America, Northeast Ohio Council General support......................................................... $500

Lake Erie Fine Arts series........................................... 7,000

Total Cultural Affairs Grants ............................ 516,000 EDUCATION Kenston Local Schools Program to re-train science teachers from Geauga County's public elementary schools............$6,500

Lake County Educational Service Center Science project at Lake Farmpark for fifth grade public school students in Lake and Geauga counties..................................................... 13,000

The Lakeland Foundation Survival Skills for Women program ..........................10,000

Learning About Business

Camp Sue Osborn General support........................................................... 500

Catholic Charities Corporation Latino Training Institute conducted by Catholic Social Services of Lake County (over two years) . .. 22,000

Child Care Resource Center dba Starting Point Centers in Lake and Geauga counties (over two y e a r s )..................................................... 25,000

Extended Housing, Inc. Transportation for special needs population............10,000

Lake County YMCA General support ....................................................... 1,000

General support........................................................... 500

Lake Erie Girl Scout Council

Morley Library

General support........................................................... 500

General support ....................................................... 1,000

United Way of Lake County, Inc.

Total Education Grants...................................$31,000

General support ....................................................... 1,000

Total Social Services G rants............................$60,500 SC H O LA R SH IPS The Cleveland Foundation (Inc.) General scholarships for residents of Painesville not attending Lake Erie C o lle g e ............$47,000 Scholarship support for third- and fourth-year students from Lake and Geauga counties attending Ohio's medical schools......................... 100,000

Lake Erie College Scholarship support for Painesville-area students . . . 10,000

The Lakeland Foundation Scholarship support for Painesville-area students attending Lakeland Community C o lleg e..................10,000

The Phillips Osborne School Scholarship support for needy Painesville-area students........................................... 1,000

Total Scholarship Grants............................... $168,000 HEALTH Alzheimer's Disease and Related Disorders Association, Inc. Start-up support for new office in Mentor (over two y e a r s )................................................... $25,000

Lake County Society for Rehabilitation of Children and Adults, Inc. General support ....................................................... 1,000 Strategic plan

......................................................... 11,000

Total Lake-Geauga Fund Grants ....................$399,000

Total Geographic Funds Grants ..................... $613,761

DONOR ADVISED GRANTS

Grants are for general support unless otherwise noted.

Bratenahl Community Foundation ......................$1,000 The Cleveland Foundation (Inc.) Unrestricted charitable purposes................................7,920

The Foundation Center, New York, New York Operating support of The Foundation Center - Cleveland (over two years) ........................1,000 EL BARRIO

Total Donor Advised G rants ................................. $9,920

Anisfield-Wolf Community Service Award winner

Total Special Philanthropic Services Grants ... $399,614 Business Volunteerism Council

Board Designated and Donor Advised

Operating support (third year) ..............................$70,000

The Cleveland Foundation (Inc.) Anisfield-Wolf Community Service and Book Awards...................................................... 47,750 Grantmakers Forum ..............................................142,284

Donors Forum of Ohio, Columbus, Ohio Community Foundations Committee's initiative to strengthen community foundations in O h io ..........5,000

The Foundation Center, New York, New York Operating support of The Foundation Center - Cleveland.................................................. 94,660

The New York Community Trust, New York, New York Legal fees for work of the Financial Accounting Standards Board Task Force on behalf of the community foundation f ie ld ............................5,000

Ohio Association of Nonprofit Organizations, Columbus, Ohio Production and distribution of legal reference manual (over three years) ...................... 20,000

OTHER DISBURSEMENTS

Women & Philanthropy Inc., New York, New York LEAD! (Leadership for Equity and Diversity) initiative......................................................................5,000

Total Board Designated Grants ........................$389,694

Aurora Schools Foundation, Aurora, Ohio General and scholarship su p p o rt............................... $186

The Cleveland Foundation (Inc.) Operating budget of The Cleveland Foundation for the year 1996 ............................. 4,497,675

The Catherine Horstmann Hom e ............................3,395 Lutheran Metropolitan Ministry Association ..........4,992 St. James A.M.E. Church ......................................... 2,360 Total Other Disbursements........................ $4,508,608

BOARD OF TRUSTEES AND DI S T RI BUT I ON COMMI TTEE

Civic Affairs and Economic Development

Pamela L. George Diane C. Kaszei

Administration and Finance

Senior Program Officer, Civic Affairs and Economic Development

Jerry V. Jarrett

Program Associate

Vice Chairperson

Rev. Elmo A. Bean

(completed term March 1996)

James E. Bennett III

Administrative Secretary Vance Sullivan

Grants Administrator

James M. Delaney

(completed term March 1996)

Doris A. Evans, M.D. Adrienne Lash Jones Catharine Monroe Lewis Alex Machaskee

(appointed March 1996)

James V. Patton Alfred M. Rankin Jr. John Sherwin Jr.

(appointed March 1996)

Jerry Sue Thornton

TRUSTEES COMMI TTEE

Barbara M. Deerhake

Director, The Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Dorney Fund

Jay Talbot

Charles A. Ratner

Chairperson

Findlay and Hancock County

Cultural Affairs Kathleen A. Cerveny

Program Officer, Cultural Affairs Joan M. Cerne

Administrative Secretary/ Grants Administrator Education Carol K. Willen

Senior Program Officer, Education

Shirley M. Ulstad

Administrative Secretary/ Grants Administrator

J. T. Mullen

ChiefFinancial Officer/Treasurer

Deanne M. Machen

Administrative Secretary/ Grants Administrator Janet M. Carpenter

Office Services Administrator

Janice M. Cutright

Information Services Specialist David L Mueckenheim

Programmer/Analyst Lynn M. Sargi

Human Resources Administrator James L. Blythin

Human Resources Intern

Martha A. Burchaski

Receptionist

Gloria J. Kish

Health and Social Services

Senior A ccountant

Goldie K. Alvis

Jean A. Lang

Robert E. Eckardt

Accountant

Terri Kovach

Accountant

Marci Bernstein Lu

Account Clerk

Joyce E. Schneider

Communications

STAFF Executive Office

Michelle F. Norton

Director of Communications

Steven A. Minter

Executive Director/President

Development

Susan N. Lajoie

Director of Development

Roberta W. Allport

Development Associate

David L. Stith

Bank One, Cleveland, NA John R. Macso

First National Bank of Ohio George S. Brookes

Huntington National Bank William E. MacDonald III

National City Bank Robert B. Heisler

Society National Bank

Senior Program Officer, Social Services Senior Program Officer, Health

Program Associate

Program Assistant

Administrative Secretary

Associate Director/Vice President Special Assistant to the Executive Director/Corporate Secretary Leslie A. Dunford

Senior Administrative Assistant

Grants Administrator

Celene E. Petkash

Administrative Assistant

Philanthropic Services

Carl Curtis

Staff Assistant/Records Clerk

Mary Frances Knuth

Communications Associate

Alicia M. Ciliberto

Malvin E. Bank

Thompson, Hine

Flory

The staff list reflects the organization of the Foundation as of April 15, 1996.

Carolyn G. McKendr/

Diana L. Davis

Administrative Secretary/ Grants Administrator

Lynne E. Woodman

General Counsel

Development Intern

Juanita L. Worthy '

Edna M. Deal

Nancy McCann

Pierretta H. Wingfield

Records Technician/ Grants Administrator

Kathy S. Parker

Administrative Assistant

Administrative Secretary/ Grants Administrator

Records Management Administrator

Karen Hooi

Marjorie M. Carlson

Marvelous Ray Baker

Executive Secretary

Senior Accountant

Marla Hammel

Michael J. Hoffmann

Senior Program Officer, Philanthropic Services and Principal Staff The Lake-Geauga Fund and Supporting Organizations Ellen M. Ivory

Administrative Secretary/ Grants Administrator

Editor

Principal Photography

Lynne E. Woodman

Daniel Milner

Associate Editors

Additional Photography

Mary Frances Knuth Alicia M. Ciliberto

Achievement Center for Children

Editorial Assistants

All Kids Count John Carroll University Fairview Health System Willie Hernandez

Jean A. Lang Kathy S. Parker Celene E. Petkash

Geauga Park District

Design

The Musical Arts

Karamu House, Inc. H2N Design

The Plain Dealer Bill Kennedy

Formore

information

■

The Cleveland Foundation Statement on Dp

■

...about applying for a grant,

contact the Foundation for a free copy of Guidelines for Grantseekers ...about making a gift,

contact the Foundation for a free copy of Gift of a Lifetime: Guide to a

The Cleveland Foundation exists to Greater Cleveland. Our ability to art excellence can best be pursued if ou

Flexible and Effective Way to Shape Your Legacy

beliefs and perspectives.

Annual reports

or contact Marjorie M. Carlson, Director of Development Other Publications

Available free from the Office of Communications: Quarterly newsletters

The Foundation believes that div

Keeping the Trust - News about the Foundation and its grantees Ventures in Philanthropy - A resource for current and prospective donors

The Cleveland Foundation (216) 861-5810

NAME

ORGANIZATION

TITLE

ADDRESS

CITY

STATE

ZIP

Please send me the following publications: □ GUIDELINES FOR GRANTSEEKERS

□ AFRICAN-AMERICAN DONORS

□ GIFT OF A LIFETIME: GUIDE TO

□ AN ADDITIONAL COPY OF THE 1995

A FLEXIBLE AND EFFECTIVE WAY TO SHAPE YOUR LEGACY

ANNUAL REPORT Q 0THER

Would you like to receive our quarterly newsletters?

□ YES □ NO

I would like future publications about the following areas: □ CIVIC AFFAIRS/ ECONOMIC DEVELOPMENT □ CULTURAL'AFFAIRS

□ EDUCATION q

h ea lth

□ SOCIAL SERVICES

What prompted your interest in the Foundation?

Is there other information you would like to see included in this report? Please describe below:

□ PLEASE REMOVE ME FROM YOUR MAILING LIST

The Cleveland Foundation 1422 Euclid Avenue Suite 1400 Cleveland, Ohio 44115-2001