Cleveland Foundation – 1996 Annual Report by The Cleveland Foundation

A system engaged together so that the motion of one is passed on to the other

Contents 2

Letter From the Chairperson and Executive Director/ President

Board of Trustees and Distribution Committee

Executive Officers and Senior Program Staff

A Review of 1996

A Growing Community Endowm ent

1996 Financial Highlights

1996 Financial Report

A pplying for a Grant

1996 Grants

$1,021,004,865

Assets at December 31, 1996

9,579,140

New Assets Received 1996

35,718,936

Grants & Program-Related Investments Authorized

mission 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.

From the Chairperson and n carrying out the three elements of

our mission - endowment-building, grantmaking and leadership - The

C leveland Foundation enters into a variety of partnerships with donors, grantees and civic bodies. Throughout this report you will find a panoply of collaborations aimed at strengthening G reater Cleveland as a good place to live and work. We are pleased to have played a part in these endeavors. T he year 1996 was distinguished by several important developments, each growing out of partnerships. The C leveland Foundation reached a major milestone: A ssets grew to more than $1 billion. T h e generosity of Clevelanders for more than 80 years, coupled with strong performance by our trustee banks and other investment managers, has built the nationâ&#x20AC;&#x2122;s secondlargest community foundation, an extraordinary accomplishment for a city of our size. In October, the Foundationâ&#x20AC;&#x2122;s Civic Study C om m ission on the Perform ing A rts released its final report, the first

Steven A. Minter, Executive Director/President

Charles A. Ratner, Chairperson

Executive Director/President com prehensive study of the arts in C leveland since the 1970s. T he report calls for a master cultural plan, new collaborations among the arts and area schools, and proposes new mechanisms for arts funding. C leveland enjoys an exceptional array of arts organizations, many of which have earned regional and nation al reputations. T he challenge today is to sustain our cultural legacy, make the arts

C leveland Growth Association, George

Cleveland and the nation today are

Gund Foundation and Cleveland

viewing early childhood in new ways

Tomorrow to support the Growth A ssociation’s Jo b s and W orkforce

that recognize how critical this period

Initiative, which mobilized public and

Board and staff have spent many hours

private leadership to study laborforce issues. T he Initiative’s report, released

educating themselves on early child hood’s complex issues and we anticipate

at the end of 1996, calls for new approaches to strengthen the region’s

new Foundation activities in this area

is in human development. Foundation

in the year ahead. W hen the Foundation established

workforce and link employers who have job vacancies with area job seekers. Raising the overall education

its Lake-Geauga Fund a decade ago, Jack Sherwin agreed to chair the new fund’s

level of the workforce is critical to a successful economy. We worked with the

board and provided key leadership in bringing residents of the two counties

Cleveland Scholarship Programs to design an initiative to help needy Cleveland Public School graduates advance to higher education, make students more aware of opportunities at area community colleges, assist

together to support the fund. After nine years of service, he has stepped aside as chair. We welcome Molly Offutt

We are pleased to report that the Foundation bolstered its stewardship by

for their thorough and incisive work. Many years may elapse before dollars invested in long-term strategies deliver

nontraditional older students seeking training in technical fields and help scholarship students stay in college. Because success in higher education requires good preparation, the Foundation has joined with a number

a return. For more than a decade, the Foundation has worked to increase

of civic partners in a long-term effort to strengthen the Cleveland Public

C leveland’s com petitiveness for national research support. A s part of this strategy,

Schools. During 1996, several important steps were taken: • Clevelanders passed a 13.5 mill school levy, only the second successful

more relevant in daily life and incorpo rate them into public school education. We have joined with T he George Gund Foundation and T he Cleveland Cultural C oalition to launch a cultural planning process that we expect will help to build a stronger and more resilient arts community. We thank the C ivic Study Com m ission members - particularly John Ong, chairm an and C E O of BFG oodrich and Com m ission chair, and Project Director Richard Gridley -

we made a series of grants to strengthen the basic sciences at C ase W estern R eserve U n iv ersity ’s School of M edicine. In early 1997, the medical school announced it had entered the nation’s “top ten” in attracting research funding from the N ational Institutesof Health. Rem aining com petitive in today’s

adding its first external advisors to two Board subcommittees. Joseph Kampman of Ziegler, Metzger & Miller and James Lubetkin, vice president of corporate communications at University Hospitals, joined the Development and C om munications subcommittee; Robert Hamje, president of TRW Investments and William Landreth, a limited partner in Goldman, Sachs & Co., advise the

operating levy in the past 25 years. • Eight fast-track schools began modeling the “system of schools” concept; the next wave of schools will

Investment and Development subcom mittee. Each brings new perspectives to our deliberations.

implement reform in the fall of 1997. • A t the request of the mayor and

Foundation’s 11-member volunteer Board for its dedication and leadership,

superintendent of schools, executives

and acknowledge the nationally recog nized staff who support its work. The

econom ic health, but employer and

of the Cleveland and Gund foundations chaired a committee that recommended

workforce needs are not always well

a new school governance model to the

aligned. We joined with the Greater

city and the state legislature.

marketplace is critical to the region’s

as the Lake-Geauga Fund’s new chair and thank Jack Sherwin for his excep tional service.

In closing, we thank the

following pages testify to their efforts.

Board of Trustees and Distribution 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 w ho serve w ithout pay for five-year terms; no member may serve for more than ten years.

The appointm ent process ensures that the Board will have a broad range of view s 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 officials: one each by the chief judge of the United States District Court, Northern District of Ohio, Eastern Division; the presiding judge of the Probate Court of Cuyahoga County; the chief justice of the Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the presi dent of the Federation for Community Planning. These five "public" appointees meet as a committee to choose the Board's eleventh member, an individual with a back ground in private philanthropy.

Charles A. Ratner

Jerry V. Jarrett

Jam es E. Bennett III

Jam es E. Bennett III Charles A. Ratner Chairperson Appointed 1992 by the Committee of Five Distribution Committee Members; reappointed 1997 C h uck R atner is president and chief executive officer o f Forest City Enterprises. He is a trustee o f the M andel A ssociated Foundations, D avid and Inez Myers Foundation, Forest C ity Charitable Foundation and the M t. Sin ai H ealth Care Foundation. Currently, he is on the boards of T h e M usical A rts A ssociation, G reater Cleveland Growth Association, C leveland Tomorrow, Jewish Com m unity 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 U nited Way Services, Mt. Sin ai M edical 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 Com pany and its holding company, Am eritrust Corporation. H e is a director of Forest City Enterprises and a trustee of Baldwin-W allace College, T h e M usical A rts Association, T h e Cleveland C lin ic Foundation, T h e Holden Arboretum and the Center for Families and Children. He chaired the 1986 U nited Way campaign, which raised more than $47 million, and has served as chairperson of U nited Way Services, U nited Way Assembly and Th e Salvation Army. He serves on the N ational Advisory Board of The Salvation Army.

Appointed 1994 by the Trustees Committee In his 29-year tenure at McKinsey & Company, Jim Bennett has served as managing director for Canada, managing director o f the Cleveland/ Pittsburgh Office Complex, member of the worldwide Executive Committee and member of the world wide Shareholders Committee. He currently is a director in McKinsey’s Cleveland office. He is a trustee of the Cleveland Ballet, Hathaway Brown School and United Way Services. He serves on the Visiting Committee of Case Western Reserve University’s Weatherhead School of Management and on the Trustee Council of Phillips Exeter Academy. H e holds a juris doc tor degree from Harvard University Law School.

Doris A. Evans, M.D. Appointed 1992 by the Trustees Committee; reappointed 1996 Dr. Doris Evans, a pediatrician whose private practice emphasizes preventive health, is clinical profes sor of Pediatrics at C ase Western Reserve University. T h e former executive director of the G lenville H ealth A ssociation, she is a past director of Am eritrust Corporation, Am eritrust Com pany N ational A ssociation and Am eritrust Developm ent Bank. Sh e is a director of KeyBank and a trustee of Cuyahoga Com m unity College Foundation. A member o f the A m erican A cadem y of Pediatrics, N orthern O hio Pediatric Society and C leveland M edical Association, she is also a lifetime member of the N A A C P and an active member of Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the U niversity of C hicago and a doctorate in medicine from C ase Western Reserve University.

Alex Machaskee

A drienne Lash Jones Appointed 1988 by the Chief Judge, U .S . District Court, Northern District of Ohio; reappointed 1989; reappointed 1994 Dr. A drienne Jones is an associate professor in the D epartm ent of African-A m erican Studies at Oberlin C ollege and holds a Ph.D. in A m erican Studies from Case Western Reserve University. She serves on the board of The C leveland M useum of Art, was vice president o f the Young W omen’s C h ristian A ssociation national board o f directors (1976-82) and currently serves on that board. Sh e is a mem ber o f the V isiting Com m ittee for Student Affairs at C ase W estern Reserve U niversity and the Alum ni Advisory Com m ittee of the W om en’s Com m unity Foundation, and a former board member of the Federation for Com m unity Planning.

Catharine M onroe Lew is Appointed 1994 by the Trustees Committee; reappointed 1997 C ath y Lewis is vice president and co-owner o f Resource Careers, an international com pany specializing in spouse employment services for dual-career families. Sh e is a director and past president of Rainbow Babies and Childrens H ospital and a trustee of Baldwin-W allace College, University M ednet, University Hospitals Health System and the

Committee

Doris A. Evans, M.D.

Adrienne Lash Jones

Catharine Monroe Lewis

John Sherw in Jr.

Jam es V. Patton

Alfred M. Rankin Jr.

C enter for International Health. She served on the Citizens’ Committee on A ID S/H IV which devised C leveland’s strategy for A ID S pre vention, education and service delivery and is chair of its successor organization, the A ID S Funding Collaborative. Sh e is a graduate of Leadership Cleveland and recipient o f the YW CA ’s 1992 Career Women o f A chievem ent Award.

John Sherwin Jr.

Jam es V. Patton

Initiative for Education and the R ock and R oll H all of Fame and

Appointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995 Jim Patton is a retired vice presi dent of Blue Cross and Blue Shield of O hio, and now serves as a con sultant in governm ent relations, health policies and business affairs. He has served on the executive com m ittee o f the N ation al Foundation of the M arch of Dimes, C uyahoga County D ivision; the C leveland A cadem y of M edicine’s C ost C on tain m en t Com m ittee on H ealth Education; as vice chairm an o f New Business D evelopm ent for U n ited Way Services; and chair m an o f the C ity of W estlake’s A ssessm ent Equalization Board. H e is a member of the G reater C leveland G row th A ssociation. H e has also served on the board of directors o f the C leveland A dvertising Club, the advisory board o f C ath olic Social Services o f C uyahoga County and as trustee o f the A m erican C an cer Society,

Museum, am ong others.

C uyahoga C ounty D ivision.

A lex M achaskee Appointed 1996 by the Chief Justice, Court of Appeals, Eighth Judicial District of Ohio A lex M achaskee is publisher, presi dent and chief executive officer of The Plain Dealer. He serves as chair m an of the G reater Cleveland Roundtable and vice president of T h e M usical A rts A ssociation. He is on the boards o f T h e O hio A rts Council, C on ven tion and Visitors Bureau of G reater C leveland, T h e C ity C lub Forum Foundation, U niversity Hospitals H ealth System, U niversity C ircle Incorporated, G reater C leveland Growth A ssociation, C leveland Tomorrow, T h e N ation al Conference, the G reat Lakes Scien ce Center, C leveland S tate University Foundation, Inc., U nited Way Services, Cleveland

Jerry Sue Thornton

Appointed 1996 by the Trustees Committee Jack Sherwin is president o f MidContinent Ventures, Inc. He serves on the boards of Brush W ellman Inc., Ben Venue Laboratories, Inc. and Encelle, Inc. He is vice chairman of The Cleveland Clinic Foundation and is a trustee of The Holden Arboretum, John Carroll University, Econom icsAm erica, the G reat Lakes Science Center and W estminster School. He has a long involvement with T h e Cleveland Foundation serving as president of T h e Sherwick Fund, the nation’s first supporting organization, created by his father in 1969. He also serves on the Foundation’s Lake-Geauga Com m ittee which T h e Sherwick Fund helped create.

Jerry Sue Thornton Alfred M. Rankin Jr. Appointed 1988 by the Trustees Committee; reappointed 1990; reappointed 1995 A l Rankin is chairman, president and chief executive officer of N A C C O Industries, Inc., and a director of The BFGoodrich Company, the Standard Products Company, and The Vanguard Group. He serves on the boards of trustees of University Hospitals Health System, The Musical Arts Association, University Circle Incorporated, the John Huntington A rt Trust, Cleveland Tomorrow, The Cleveland Museum of Art and Greater Cleveland Growth Association. He served as the Foundation’s Board chairperson from 1992 to 1996. A Cleveland native, he holds a bachelor of arts degree in economics and a juris doc tor degree, both from Yale University.

Appointed 1995 by the Mayor, City of Cleveland Dr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. Prior to that appointment, she was president of Lakewood Community C ollege in W hite Bear Lake, M innesota. She chairs the Cleveland Area Developm ent Corporation of the G reater Cleveland Growth A ssociation, co-chairs the Empowerment Zone Citizens’ Advisory Com m ittee, serves as vice chairperson of the St. Vincent Quadrangle, Inc. and is a trustee of numerous other community organi zations including U nited Way Services, the Cleveland Community-Building Initiative and the Greater Cleveland Roundtable. She is also a trustee of Applied Industrial Technologies and N ational City Bank.

Executive Officers Steven A. Minter

J.T. Mullen

Executive Director/President

Chief Financial Officer/Treasurer J.T. Mullen joined the Foundation

Steve Minter, who became the Foundation’s seventh chief executive officer in 1984, served

Steven A. Minter

Susan Lajoie Eagan

as director of the Cuyahoga County Welfare Department, Massachusetts Commissioner of Public Welfare and the first Under Secretary of the United States Department of Education. He currently is a member of the Governor’s Education Management Council and a trustee of the Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center and T h e College of Wooster, as well as a director of several corpora tions. A native of Northeast Ohio, he is a graduate of Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

Susan Lajoie Eagan

J.T. Mullen

Roberta W. Allport

Associate DirectorfVice President A s associate director, Susan Lajoie Eagan oversees all grantm aking and other programmatic activities of the Foundation. Sin ce joining the staff in 1978, she has served in a variety of roles, including program officer for education and econom ic developm ent. Sh e currently serves on the Research Com m ittees for both Independent Sector and the C ouncil on Foundations, and is a member of the boards o f Women & Philanthropy, Donors Forum of O hio and the Forum o f Regional A ssociations of Grantm akers. She holds a Ph.D. in public policy from the John F. Kennedy Sch ool o f G overnm ent at Harvard University and has taught at the University of M assachusetts.

staff in 1987. He is responsible for the Foundation’s investment, financial reporting and information systems. A former manager with Arthur Young & Company, he has also worked for the Board of Cuyahoga County Commissioners. Currently, he serves on the board of the Catholic Charities Foundation. He holds a bachelor’s degree in business administration from Cleveland State University.

Roberta W. Allport Administrative Officer/ Corporate Secretary In addition to serving as adm inis trative officer and corporate secretary, Roberta A llport is the Foundation’s program officer for special philanthropic services. Sh e is project director for the Teaching Leadership Consortium O hio, and an advisory board member of the Volunteer Trustee Institute. Before joining the Foundation in 1987, she was a research analyst with the N ational Security Agency in Fort Meade, Maryland. Sh e holds a bachelor’s degree in literature and political science from Gettysburg C ollege and a m aster’s degree in urban studies from Cleveland S tate University.

Goldie K. Alvis

Marjorie M. Carlson

Kathleen A. Cerveny

Barbara Deerhake

Robert E. Eckardt

Michael J. Hoffm ann

Stephen Rowan

Jay Talbot

Carol Kleiner Willen

Lynne E. W oodm an

Senior Program Staff Goldie K. Alvis

Marjorie M. Carlson

Kathleen A. Cerveny

Barbara Deerhake

Senior Program Officer, Social Services Prior to joining the Foundation in 1985, Goldie Alvis was coordinator of community affairs with the Cuyahoga County Department of Human Services. In addition to managing the Foundation’s grantmaking in social services, she is co-chairperson of Grantmakers Forum’s A d H oc Funders Committee on Hunger and Homelessness and is a member of the Governor’s Advisory Council

Director of Development Marge Carlson is the primary liaison to current and prospective donors to the Foundation. Prior to joining the staff in 1986, she served in several volunteer leadership posts, including the presidency of T h e Junior League of Cleveland, Inc. She is a direc tor of M etropolitan Savings Bank, and trustee of T h e Musical Arts A ssociation, Playhouse Square Foundation and T h e C ollege of Wooster. She also serves on the board of directors of the N ational Com m ittee on Planned Giving. She holds a master’s degree in speech pathology from Case Western Reserve University.

Program Officer, Cultural Affairs Kathleen Cerveny joined the Foundation in 1991 after a varied career as a working artist, educa tor, development officer, and, most recently, award-winning producer of arts programming for public radio station W CPN. A graduate of the Cleveland Institute of Art, she is a past president of the board of trustees of O hio Designer Craftsmen. She is a trustee of Grantmakers in the Arts, a national service organization, where she chairs the Com m unications Com m ittee. She has taught fine arts and humanities at the high school and university levels.

Director, Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Domey Fund A s the Foundation’s representa tive in Findlay and Hancock County, Barbara Deerhake is director of the newly established Findlay-Hancock County Community Foundation and has primary responsibility for grantmaking from the L. Dale Dom ey Fund. She came to the Foundation in 1987, having served in leadership positions with numerous volunteer organi zations in the Findlay area. She is a past president of the U nited Way of H ancock County, which named her 1995 Volunteer of the Year, and the Findlay Service League, which named her its 1984 Outstanding Volunteer. She holds a master’s degree in home eco nomics education from T h e Ohio S tate University.

for Ohio Families and Children First. She is a member of the pro gram committees for Donors Forum o f Ohio and Grantmakers Forum. She holds a doctorate in jurispru dence from Cleveland-Marshall Law School and a master of science degree in social administration from the Mandel School of Applied Social Sciences at Case Western Reserve University.

continued on page 8

Program Staff continued Robert E. Eckardt

trustee of the Cleveland-Cuyahoga

Lynne E. W oodm an

Senior Program Officer, Health and Manager of Grant Evaluation Bob Eckardt manages the Foundation’s grantmaking in health, aging and environmental affairs. In addition, he oversees the Foundation’s grant monitoring and evaluation system. Before joining the Foundation staff in 1982, he was a planning asso-

County Port Authority, Meridia Huron/H illcrest H ospital and the Cleveland-M arshall College of Law.

Director of Communications Lynne W oodm an joined the Foundation staff in 1993. She most recently served in corporate com m unications at A m eritech. She

ciate at the Federation for Community Planning and a consul tant to T h e Benjamin Rose Institute. He serves on the boards of Funders Concerned A bout A ID S, Grantm akers Evaluation Network and Grantmakers in Aging. He is active as a consultant to other foun dations and has leadership roles in several national professional organiza tions. H e holds a certificate in gerontology and a doctorate in public health with a specialty in health poli cy from the University of Michigan.

Michael J. Hoffm ann Senior Program Officer, philanthropic Services M ike H offm ann serves as principal staff to the Foundation’s LakeG eau ga Fund, to six of its eight supporting organizations, and to several donor-advisor funds. Prior to joining the Foundation staff as adm inistrative officer in 1981, he was treasurer o f the C leveland Public Schools. He has helped plan and develop operations of the Puerto R ico Com m unity Foundation since 1985, and serves as a consultant to other foundations. A lifelong C leveland resident with a master o f business adm inistration from C ase W estern Reserve University, he currently serves as president o f the Friends of the Cleveland Public Library.

Stephen Row an Assistant Director of Development Stephen Rowan joined the staff in 1996 as the first assistant director of developm ent. H e was formerly a partner of U lm er & Berne, Attorneys at Law and chief deputy adm inistrator o f the Cuyahoga County Board of Com m issioners. H e also has served as the W estern Reserve A rea Agency on A gin g’s assistant director of operations and an equal opportunity specialist with the U nited States Departm ent of H ousing and U rban Developm ent. H e is an associate m inister of Bethany Baptist Church, and a

H e is a graduate of K nox College, N orthern Illinois University, Cleveland-M arshall C ollege o f Law and Trinity Theological Seminary.

also is a former supervisor o f com m u nications at T h e C leveland Museum

Jay Talbot

of N atural History and member of the piano faculty at T h e C leveland

Senior Program Officer, Civic Affairs and Economic Development and Manager of Special Projects Before joining the Foundation staff in 1984, Jay Talbot was the founding executive director of the Cincinnati Institute of Justice and president of the Southwestern O hio C ouncil on Alcoholism . In addition to managing the Foundation’s program activities in civic affairs and econom ic devel opm ent and overseeing grantmaking in Findlay and Hancock County, he manages special interdisciplinary projects. He is a board member of the Village C apital Corporation and is active in the G reater Cleveland Growth A ssociation ’s Jobs and Workforce Initiative. He holds a master of business adm inistration from Xavier University.

Carol Kleiner Willen Senior Program Officer, Education C arol W illen manages the Foundation’s grantmaking in both precollegiate and higher education, including two special purpose funds in higher education: the Fenn Educational Fund, which supports cooperative education in G reater Cleveland, and the L. D ale Dom ey Fund for the benefit of colleges and universities statewide. C arol has served as a consultant to the O hio Board of Regents and is currently a member of the Donors Forum of O hio Program Com m ittee and a panelist for the N ation al C enter for Postsecondary Improvement. Sh e holds a Ph.D. in R om ance languages and literatures from Harvard University and is a past president of the C levelan d A ssociation of Phi Beta Kappa.

Institute of M usic. Sh e is a past board member of the Broadway Sch ool of M usic & the Arts, the Press Club of C leveland, the C leveland Advertising C lub and the Public Relations Society of A m erica, G reater C levelan d chapter. A graduate of O hio W esleyan University with a bachelor o f music in piano, she also holds a master o f business adm inistration from the W eatherhead Sch ool of M anagem ent of C ase W estern Reserve University.

he Cleveland Foundation’s mission calls for enhancing the quality of life in our commu nity by building endowment, making grants

and providing leadership. In 1996 the Foundation made grants and program-related investments total

ing $35,718,936 to organizations working in six program areas: civic affairs, cultural affairs, economic development, education, health and social services. We also made grants to support the cause of philan thropy and to benefit two geographic areas. While we choose to classify our grants in this way, the Foundation is constantly reminded of how complex many community problems are. For instance, the ability of our school systems to educate Greater Clevelanders affects the number of skilled workers available, the competitiveness of area m an ufacturers, and ultimately our region’s economy. The effectiveness of education also influences the num ber of homeless, indigent and working poor needing supportive services. The broad impact of the arts is another example: the arts present entertainment choices but also are critical factors in edu cation, the economy and quality of life.

Addressing Needs Through

Several themes were present across programs areas in 1996. A s in the past, partnership and collaboration among agencies remains a trend. In the employment arena, organizations are working to form “one-stop” job cen ters providing an array of services under one roof. Managed care is the impetus for collaboration among area health and social service agencies. A s they struggle to obtain managed care contracts, many organizations are joining together to be more efficient and to provide a continuum of services. Arts organizations also are forming partnerships and networks to ensure their future viability. Many agencies are now being judged on their ability to change behaviors, not just serve clients. The need for increased accountability affects the Foundation as well, and we have stepped up our own grant evaluation process to ensure grant dollars are being used effectively. Over the next few years, we will devote more staff and Board time to looking at grant outcomes, including a new approach reviewing clusters of related grants.

Building Jobs and Businesses

ecause a healthy community has many dimensions, the Foundation pursues a number

of directions in civic affairs and eco足 nom ic development. M ost recently, we have placed special emphasis on issues of improving linkages between employers and job-seekers, stim ulat足 ing job creation and developing new companies located in central city neighborhoods.

We also supported evaluations of o current programs: the Cleveland Industrial Retention Initiative, designed to improve the competitive ness of city-based companies, and a neighborhood-focused employment program. Both programs seek to engage the private sector in reshaping and improving their communities, growing the city’s job base and creat ing a stronger economic climate. Evaluating and comparing the models will produce important information to help shape other initiatives that foster economic well-being. Growth in the region’s economy depends on keeping Cleveland’s busi nesses competitive. Cleveland

In early 1996 the Greater C leveland Growth Association launched its Jobs and Workforce Initiative. Charged with crafting a strategy to improve the region’s work force, the Initiative approached the issue from the employer perspective: how to shape job training programs that fit employer needs and how to provide better access for neighbor hood residents to job openings. The Foundation took a leadership role in supporting the Initiative with grant dollars and significant staff time.

Tomorrow’s Technology Leadership Council undertook a strategic effort to stimulate commercialization of local research products and help area businesses make better use of technol ogy. Working collaboratively with Cleveland Tomorrow and the Akron Regional Development Board, the Greater Cleveland Growth Association launched studies of Northeast O hio’s economy to define potential areas of future growth. We continued to focus on the ways in which small businesses help to make healthy neighborhoods. The Cleveland Development Bancorporation provides eight targeted Cleveland neighbor hoods with banking, real estate and entrepreneurial services. Our support for its subsidiary, ShoreBridge, helped to attract a $750,000 Community Development Institutions Fund award

filled gaps in the traditional approach. One effort tested ways to finance repair and maintenance for deteriorat ing owner-occupied housing as another approach to making neighborhoods more attractive. A second project assessed environmental conditions that serve as barriers to commercial and residential development. Both projects are expected to add new tools for sustaining C leveland’s neigh borhood renewal activities. Coordinated effort remains a key to Cleveland’s ongoing revitalization. The Foundation took the lead in encouraging several independent planning efforts to work collaboratively on downtown maintenance and growth. A s a result, Cleveland Tomorrow formed an umbrella group to begin coordinating four key projects: the update of Civic Vision 2000, the City of Cleveland’s master develop ment plan; a physical improvement plan for Euclid Avenue; a downtown public art and design plan; and creative conversions of downtown buildings into new residences.

to Cleveland, one of the first seven grants made under a new federal program that provides venture capital funds to stimulate the development of business, especially minority owned. Historically, neighborhood revitalization has concentrated on new housing starts, rehabilitating vacant or abandoned housing and improving commercial property. North Cuyahoga Valley

We supported two programs that

Planners hope to restore Euclid Avenue's vitality.

Sustaining the Cultural Legacy ome of the most difficult

challenges facing the arts -

endemic financial crisis, the demise of public school arts education and growing competition for audi ences - cannot be solved through grantmaking alone. T he Foundation’s leadership role was particularly important in three broad areas: sustaining Cleveland’s established cultural organizations and disciplines, encouraging selected young organiza tions, and supporting the creation of art and public access to it. To help secure C leveland’s SPACES

remarkable arts legacy, we supported research and planning efforts on behalf o f the cultural community. W ith some Foundation technical

We also supported an array of outreach programs by local arts

.\and S ig ^ a 9 e

Theatre.

Cteve'

assistance, M cKinsey & Com pany conducted a pro bono study exploring new collaborations among Playhouse Square, its resident institutions G reat Lakes Theater Festival, C leveland Ballet and Cleveland O pera - and T he Cleveland Play House. Som e savings may result, but most importantly, collaborations can achieve efficiencies and generate exciting programs to attract new audiences. T he Foundation’s C ivic Study Com m ission on the Performing Arts undertook the first comprehensive survey of C leveland’s cultural com munity since the 1970s. Its final report presented specific steps to strengthen the performing and other arts. Short-term rec om m endations urge organizations to explore consolidation and collaboration, adopt “best prac tices” to strengthen management and board leadership, and form arts-in-education partnerships with area schools. Long-term recom mendations propose a regional cultural plan and increased public funding for the arts. T he Study Commission offered compelling evidence that the cultural community needs to build audiences for the years ahead. T he Foundation took advantage o f an opportunity to bring dollars to Cleveland for this

organizations. A three-year grant of $2 million helped The Cleveland Orchestra begin strengthening and expanding its educational and com munity services, including two free concerts each year. Cuyahoga Community College’s Tri-C JazzFest, a communitywide festival, offered educational activities and free public concerts throughout the city. A multi-year grant to The Western Reserve Historical Society, Cleveland’s oldest cultural institu tion, helped it develop new exhibits that better reflect the diverse peoples in Northeast Ohio and their contri butions to our history. Studies show the arts stimulate intelligence and perception and can help students learn academic subjects better. Forty years ago, Cleveland’s public schools had some of the nation’s leading arts programs; today they have next to none. To begin reversing this disheartening trend, we supported the Initiative for Cultural Arts in Education (IC A RE), a pro gram developed by The Cleveland Cultural Coalition. ICA RE matches cultural organizations with individual public schools; working together, they develop pro grams that use the arts to teach core academic subjects. One such pairing links Glenville High School, Cleveland State University and the Museum of Art in a three-year project using works of art to sharpen students’ reading and writing skills.

effort by attracting a Lila WallaceReader’s Digest Fund planning grant for programs to stimulate more cultur al participation.

Above: Cleveland Public Library Eastman Reading Garden gates

Cleveland State University "Saturday in the Studio"

he Foundation continued to 1 pursue its strategy for strengthening the Cleveland

Public Schools (C P S ). Alm ost half of

our 1996 precollegiate grant dollars went to district reform efforts. CPS made strides to restore financial sta bility, redefine the role of the board and restructure as a decentralized “system o f schools.” Eight prototype fast-track schools adopted schoolbased decisionmaking, plans called for 40 more in the fall of 1997, and Cleveland voters overwhelmingly approved the district’s first operating levy since 1983.

East Cleveland Public Library

The Foundation supported the Cleveland Initiative for Education, an umbrella organization involved in school reform efforts including the restructuring, professional development and partnership activities. A substantial portion of the grant is ded icated to T he Cleveland Education Fund (CEF) which provides programs, resources and advocacy to enhance professional performance of C P S teachers. During the ten-year period

we funded programs that help Clevelanders gain access to education beyond high school. Higher levels of education are critical to the commu nity’s vitality and the ability of individual citizens to lead healthy and productive lives. A $937,312 grant established a partnership between Cleveland Scholarship Programs, Inc. and the

themselves going to college. Called Career Beginnings, the program pro vides young people with a network of support and activities to help them pursue college, technical training or full-time employment.

interest in and support for school reform. T he Sum m it has convened a 70-member Strategy Council to

The Ohio Board of Regents’ most recent master plan, Challenge for Change, calls for extensive use of Internet-based technology in higher education. The Foundation has made a series of strategic grants to help area college and university faculties master this powerful educational tool. In 1996, Ursuline College and David N. Myers College joined BaldwinWallace College, C ase Western

obtain community input, make recommendations and develop

Reserve University, John Carroll University and Cleveland State

implem entation plans around key

University in using electronic tech nology to enhance the effectiveness of instruction, drive changes in

from its inception to 1994, CEF worked with 845 teachers; it now assists more than 2,000 annually. We also continued to support the C leveland Sum m it on Education,

Foundation to increase access to financial aid, counseling, academic advising and career planning services. This initiative should allow more Clevelanders, adult learners as well as the traditional 18- to 22-year-old

students, to attend college, graduate and achieve their career goals. Many programs help high acade mic achievers go to college, while others target the most disadvantaged and troubled youth. The Foundation continued to fund a program helping the “kids in the middle” - students from low-income families who, despite obstacles, have remained in high school but do not envision

which works to generate community

reform efforts. Because studies continually show a positive correlation between level of education and lifetime earnings,

Cleveland Scholarship Programs, Inc.

teaching and learning, and improve student outcomes.

Managing Health Care anaged care is changing

N ortheast O hio suffer from serious

O hio’s health care sys

medical conditions. Families of these

tem and continues to challenge area health care agen cies and consumers. To help

children are subject to enormous em otional and financial stress. A grant to H ealth Hill Hospital,

agencies work more effectively

the only pediatric rehabilitation cen

in the new environment, the

ter in Ohio, will provide respite care

Foundation supported several

for foster children with significant

new collaborations. In 1995, we had helped

medical disabilities. T h e Partners

a number of mental health agencies struggling inde pendently with managed care’s implications; they banded together and developed administra tive efficiencies necessary for attracting managed care contracts. In 1996, we supported the Cleveland Provider Network, a new association of the area’s nonprofit nursing homes.

for H ealth Project at T he G uidance Centers, the state’s largest outpatient mental health center serving chil dren, will provide counseling to chronically ill children and their families to help them comply with medical regimens. Both projects expect to reduce stress levels for families and children. Our 1996 grantmaking for the elderly focused on agencies offering new approaches or improved services. Fairhill Center for Aging is creating a

Through the association, institutions traditionally considered competitors

caregiver resource center on its campus,

are able to learn from one another and offer service to a broader geo

consumers develop a more consistent

graphic area, another advantage in

MetroHealth Medical Center is teach ing agencies working with the elderly

drawing managed care contracts. We continued to address the needs of two groups: chronically ill children and their families, and the elderly. Thousands of children in

positioning itself to help agencies and approach to caring for impaired elders.

about the multiple needs of the older tuberculosis patient. T B has recently reemerged as a major public health issue; in Cuyahoga County, 40 percent of all T B cases and 80 percent of all T B deaths occur among older persons. Our long-term investment in making C leveland a leader in bio medical research and education reached a milestone when C ase Western Reserve University’s School of M edicine became one of the nation’s top ten medical

Detes Association of Greater Cleveland

schools for N ation al Institutes of H ealth research funding. Our largest 1996 health grant, $973,131, went to the medical school and built on our past funding in its basic sciences, neurosciences and structural biology. The grant supports ten faculty positions in biom edical engineering and biochem ' istry, positioning N ortheast O hio to undertake biomedical research and development at the highest levels of innovation and competition.

A Foundation grant helped find the cause of bleeding lungs in infants.

Ensuring a Safety Net

period of sweeping change in social policy continues: wel fare reform is making

fundamental changes in our country’s social safety net. T he Personal Responsibility and Work Opportunity Reconciliation A ct of 1996, better known as the welfare reform act, replaces the federal A id to Families W ith Dependent Children benefit

6°y

Scouts of

■

program with state block grants and shifts authority from federal to state government. A s O hio’s welfare reform plan

that as welfare mothers go to work,

goes into effect, we are helping agen cies prepare for a new climate as they

the county will need 30,000 new day care slots in just the next few years.

rethink their roles, the kinds of ser vices they provide and how they are

Our grant to Starting Point will help

organized. T he reforms emphasize

munity’s ongoing day care challenges.

moving people to gainful employ ment, away from dependency. Our

A grant to M arotta Montessori

community must ensure critical ser vices are accessible and affordable as

for quality early childhood education and day care in central Cleveland,

welfare recipients attempt to meet

where 75 percent of residents live

the new work requirements. Because the vast majority of wel

below the poverty line.

fare recipients are women and

manifested itself in policies requiring agencies to compete for managed care

children, one of the services needed is day care. Starting Point, the refer ral agency for child care, estimates 18

ensure focused attention on the com

Schools will address the urgent need

Reform in Cuyahoga County has

contracts and M edicaid funds. Som e local agencies are testing new meth

ods o f service delivery; others are developing strategic alliances to create a continuum of care. We continued to support the Center for Families and C hildren’s Project Safe Harbor in G lenville which offers “one-stop shopping” for services like child care, elder care,

S O C I A L

S E R V I C E S

job readiness training, counseling and job placement. By streamlining operations and taking a comprehensive approach to clients’ multiple needs, the Center seeks to be The Cleveland Com m unity-Building Initiative west village's econom ic developm ent plan includes building fishing reefs off Edgewater Park.

come more effective and viable. A partnership

Starting Point will provide a full array of services for children and families with special needs. One of the first projects of its kind in the nation, this collaborative effort targets the early identification of emotional problems in children in day care settings. Welfare reform and managed care also challenge human service agen cies to retool the ways in which they measure outcomes. Agencies must shift to a system which determines

among the Cuyahoga County Mental Health

success by changes in behavior rather than number of clients served. The Foundation supported several agen

Board, the Positive Education Program and

cies taking the first steps toward doing business in this new way. 19

The L. D ale D o rn e y Fund and The F in d lay -H an co ck C o u n ty C o m m u n ity Fo u n d atio n The Lake-Geauga Fund’s 1996 grantmaking emphasized the needs of children and youth. Grants addressed the growing demand for quality day care and supported programs for chil dren with physical, emotional or cognitive disabilities. With Fund sup port, Leadership Lake County launched a youth leadership program for high school juniors who will study the county’s history, economy and public institutions. Another Lake-

Broadening the Focus

Geauga grant helped initiate a countywide needs assessment conduct ed by Geauga County United Way to determine social service priorities.

ing the quality of life in Findlay and Hancock County. Domey’s hope that the Findlay portion of his gift might one day form the nucleus of a commu nity foundation is now coming to pass. Using the Dorney Fund’s assets and successful grantmaking history as a starting point, civic leaders began building a community foundation for Findlay and Hancock County. In 1996, the Findlay-Hancock County Community Foundation reached a number of significant milestones. Assets climbed to nearly $2 million, and the Foundation awarded its first grants. Civic leadership of the Dorney Fund and the Foundation joined to form the Findlay-Hancock County Advisory Committee, a new govern ing structure. The nine-member panel is the driving force in building

ost of our grantmaking is organized by particular pro gram areas. However, we

also manage two funds dedicated to geographic areas: one to Lake and G eauga counties, the other to the city of Findlay and H ancock County.

the community foundation’s asset base; it also oversees Findlay-area grantmaking, reviews requests quarterly and makes funding recommendations to The Cleveland Foundation Board of Trustees.

T h e L a k e -G e a u g a Fund In 1987, the Foundation established the Lake-Geauga Fund to help meet growing needs in the extended area of G reater Cleveland. A committee

To date, the two funding sources have awarded more than $4 million

of local civic leaders oversees the Fund, reviews grant proposals and

in Findlay and Hancock County.

recommends funding to The C leveland Foundation Board of Trustees.

In 1976, Findlay resident L. Dale Dorney left The Cleveland Foundation a $5 million bequest dedi cated to two interests: strengthening higher education in Ohio and improv

M ajor grants focused on early child Therapeutic Riding Center, Inc.

hood and development programs. 21

Advancing Philanthropy

s the nationâ&#x20AC;&#x2122;s second-largest community foundation, we support the cause of philanÂ

thropy at national, state and local levels. Our goal is a strong community foundation field and nonprofit sector. Our staff participates in a variety of national and regional efforts in philanthropy, including boards and committees of the Council on Foundations, Independent Sector, T he Foundation Center and Donors Forum of Ohio. A 1996 grant to Donors Forum supports its Promotion of Philanthropy Initiative, designed to strengthen and grow corporate

philanthropy, private foundations and community foundations. We continued funding two local organizations that serve grantmakers and grantseekers throughout the region: • T he Foundation C enter’s Kent H. Sm ith Library provides extensive and free information on philanthropy to interested agencies and individuals. • Grantm akers Forum provides research, programs and other support to staff and trustees of Greater C leveland foundations and corporate giving programs. A s part of our special philan thropic services, we oversee two award programs established by the late Edith Anisfield Wolf. T he Anisfield-W olf M emorial Award for Outstanding Community Service, a $10,000 prize administered by the Federation for Community Planning, is given annually to a Cleveland-area nonprofit organization. T he 1997 winner, the Eliza Bryant Center, has for 100 years provided skilled care for infirm and indigent residents. T h e Center also has established an outreach program to 5,000 underserved elderly persons in the surrounding neighborhood and is developing 60 senior housing units that will offer supportive services.

The Anisfield-Wolf Book Awards

The current Awards jury is chaired

For 61 years, The Cleveland Foundation has administered The Anisfield-Wolf

by Dr. Henry Louis G ates Jr., chair of Afro-American Studies at Harvard

Book Awards, which annually recognize books that explore racial prejudice or

University, and includes Rita Dove, Commonwealth Professor of English at the University of Virginia; Stephen

celebrate human diversity. The Awards were established by the late Edith Anisfield Wolf in honor of her father and husband.

Jay Gould, professor of geology at Harvard; Joyce Carol Oates, professor of humanities at Princeton University;

Mrs. W olf was a Cleveland poet, civic leader and philanthropist who focused on issues of institutional

and Sim on Scham a, professor of humanities at Columbia University. Past Anisfield-W olf Book Awards

racism two decades before Brown vs. Board o f Education. For many years, the Awards were among the few national prizes, if not the only

winners include Robert Coles, Vine Deloria Jr., Langston Hughes, Zora Neale Hurston, Dr. Martin Luther King Jr., M axine Hong Kingston, Toni Morrison and A lan Paton.

one, to which writers of color might aspire. The 1996 winners were Madison Smartt Bell’s All Souls’ Rising, a novel depicting the 1790s slave rebellion that ended white rule in Haiti, and Jonathan Kozol’s Am azing Grace, a nonfiction work describing the lives of children in the South Bronx, the nation’s poorest Congressional district. Dorothy West, the last surviving writer from the Harlem Renaissance, received a Lifetime Achievement Award.

We are deeply grateful to the thousands of donors who have built The Cleveland Foundation since its inception in 1914Their gifts, ranging from a few dollars to millions, work to improve the quality of life in Greater Cleveland today and for generations to come. Our development philosophy is simple:

We welcome gifts of any size from donors of diverse backgrounds and means.

We strive for the high足 est 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.

D o n o r-A d v iso r Funds With this type of named fund, you

N am ed Funds With a gift of $10,000, you may estab lish a permanent 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 incrementally over the course of several years until the fund reaches the size you wish.

Community Endowment

may make grant recommendations annually on up to 6 percent of the fund’s market value. You establish a donor-advisor 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 lifetime and that of your spouse, or 25 years, whichever is longer. When gifts to the fund total $250,000, your children may make grant recom mendations for a specific period of time. When your family’s involvement ends, the fund continues in your name.

C h a rita b le R em ain d er Trusts C h a rita b le G ift A n n u itie s You enter into this simple legal agreement with The Cleveland Foundation through a gift of $10,000 or more. In return, you receive lifetime income. After death, any unused portion of

How You Can Give To The Cleveland Foundation

your gift remains with the Foundation for unrestricted grantmaking.

C o m m u n ity Pooled Incom e Fund

return som ething to their community.

This fund combines many different gifts for investment and administra tive purposes. You may participate with a gift of $10,000 and receive pro portionate amounts of fund income based on the number of shares you hold and fund performance. After

Sp e cia l C o n trib u tio n s

your lifetime, your shares establish a permanent fund in your name.

We welcome and value gifts of any size. M any people give in honor of a special occasion: a wedding, birth or anniversary, or as a memorial instead o f flowers. Others give simply to

You may add a gift in any amount to any existing fund of T he Cleveland

C h a rita b le Life Insurance

Foundation. If you wish, you may

A life insurance policy enables many

indicate an area of interest toward

donors to give more than otherwise possible. You simply secure a policy with

which to direct your gift, or you may give an unrestricted gift to serve the broadest range of community needs.

a minimum face value of $25,000 and name the Foundation as owner and

These trusts are arrangements among you, a trustee and the Foundation. You transfer property to the trust but retain the right to receive its income. After your lifetime, the Foundation uses the principal to establish a per manent fund in your name, with income directed as you choose. You may establish a charitable remainder trust with assets of $100,000 or more.

S u p p o rtin g O rg a n iza tio n s You, your family or a private foundation may create a supporting organization of the Foundation, a special fund with its own grantmaking ability and board of trustees. The supporting organization takes advantage of the Foundation’s professional staff assistance, administra tive 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

the Foundation offers you the widest

beneficiary. You may also use an exist ing policy by transfening ownership and

array of giving options. You may give

beneficiary status to the Foundation.

and most often used gift, directing either a fixed number of dollars or

using cash, securities, life insurance,

Upon redeeming the policy, we estab

percentage of your estate to The

real estate or other personal property.

lish a permanent fund in your name.

Cleveland Foundation for grantmaking.

If you are considering a larger gift,

A bequest in your will is the simplest

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

We also recognize the following orga足 nizations and corporations that have established funds at T he Cleveland Foundation.

As of March 3 1 , 1 9 9 7 Mrs. William Harry Alexander

Thornton D. & Penny P. McDonough

Fred J. Ball and Elizabeth S. Ball

W. J. Barlow McWilliams

American Cancer Society, Ohio Division Incorporated

D. Robert and Kathleen L. Barber

William A. & Margaret N. Mitchell

Ameritech

Kent and Jeannine Cavender Bares

Lindsay J. and David T. Morgenthaler

Antioch Baptist Church

Leigh and Jim Bennett

Charles J. and Patricia Perry Nock

Aurora Schools Foundation

Charles P. and Julia S. Bolton

James A. (Dolph) and Fay-Tyler Norton

Mrs. Roger Bond Jr.

Mrs. R. Henry Norweb Jr.

Black Professionals Association Charitable Foundation

Mr. and Mrs. Robert R. Broadbent

Tommie Lenora Pradd Patty

Lenore V. Buford, Ph.D.

Gilbert S. Peirce

Judge Lillian W. Burke

George J. Picha

Robert and Virginia Burkhardt

Richard W. and Patricia R. Pogue

David and Ginger Campopiano

Victoire and Alfred M. Rankin Jr.

Harry and Marjorie M. Carlson

Charles A. and liana Horowitz Ratner

E. Bruce and Virginia Chaney

James and Rita Rechin

Corning Chisholm

Mr. and Mrs. Raymond M. Reisacher

Mr. and Mrs. M. Roger Clapp

William Hughes Roberts

James M. and Ann M. Delaney

Mr. and Mrs. Thomas H. Roulston

Jim and Isabelle Dunlap

Henry W. Sciulli

Perry B. Jackson Scholarship Foundation, Inc.

Susan Lajoie Eagan

Mrs. Ellery Sedgwick Jr.

The Junior League of Cleveland, Inc.

Doris Anita Evans, M.D.

Mr. and Mrs. John Sherwin Jr.

Mr. and Mrs. Nicholas J. Federico

Mr.* and Mrs. Edward W. Sloan Jr.

Lesbian/Gay Community Service Center of Greater Cleveland

John Gabel

Mrs. Kent H. Smith

The Lincoln Electric Foundation

Mr. and Mrs. Robert A. Garda

Russell H. and Gretchen H. Smith

Sally K. Griswold

James P. Storer

Lutheran Metropolitan Ministry Association

Holsey Gates Handyside

Dudley J. Taw

Dr. and Mrs. S. W. Hartwell Jr.

Mrs. William C. Treuhaft

Laura R. Heath

Philip R. Uhlin

Preston B. Heller Jr.

Paul and Sonja Unger

Beverly G. and Albert M. Higley Jr.

Hon. and Mrs. George V. Voinovich

Arlene and Arthur S. Holden

Mrs. Peter Wellman

Elizabeth W. and William M. Jones

Mrs. Michael A. Wipper

Cathy and John Lewis

Mrs. Samuel Wolpert

Eleanor M. Lewis and Wayne H. Lewis

Robert J. and Janet G. Yaroma

Robert R. Lucas

Anonymous (17)

Mrs. Leonard G. Martien Mrs. J. Denny May

* Deceased

City of Cleveland Cuyahoga County Public Library Federation for Community Planning The Forest City Hospital Foundation Goodrich Social Settlement Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. The Catherine Horstmann Home The Intermuseum Conservation Association.

Northern Ohio Opera Northwest Emergency Team The Ohio Humanities Council Prevent Blindness Ohio St. James A.M.E. Church Scholarship-ln-Escrow United Way Services Women's General Hospital Anonymous (2)

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

As of March 3 1 , 1 9 9 7 Fred J. Ball and Elizabeth S. Ball

Virginia H. Hamann

John B. Moore

Hanna H. and James T. Bartlett

Holsey Gates Handyside

J. Howard Morris Jr.

Linda M. Betzer

Mary Jane D. Hartwell

James A. (Dolph) and Fay-Tyler Norton

Leona Bevis

Beverly G. and Albert M. Higley Jr.

Mrs. R. Henry Norweb Jr.

Robert E. Bingham

Michael J. and Suzanne I. Hoffmann

John F. O'Brien

Edith F. Blum

Ronald D. Holman

Barbara H. Patterson

Jeannette W. Brewer

Mr. and Mrs.* B. Scott Isquick

Frederick W. Pattison

Lenore V. Buford, Ph.D.

Jerry and Martha Jarrett

Katherine and James Pender

Robert and Virginia Burkhardt

Elizabeth W. and William M. Jones

Florence K. Z. Pollack

Harry and Marjorie M. Carlson

Lucille F. Jones

Lucia C. Pomeroy

Mary C. Carter

Virginia L. Jones

William Hughes Roberts

Richard H. and Cathy L. Crabtree

Norman F. and Sandra L. Klopp

James L. Ryhal Jr.

Pitt A. and Sally Curtiss

Vilma L. Kohn, Ph.D.

Henry W. Sciulli

Philip Dawson

Elizabeth D. Kondorossy

Mr.* and Mrs. Edward W. Sloan Jr.

Barbara J. Decker

Mr. and Mrs. Philip L. Krug

Patricia Jansen Doyle

Marjorie and Samuel Lamport

Robert V. Spurney and Florence W. Spurney

Kevin and Carolyn Ellison

William F. Laurie and Georgia E. Laurie

Mr. and Mrs. Joseph H. Thomas

Doris Anita Evans, M.D.

Frances D. Lesser

Dr. Cedomil and Mary Vugrincic

Helen V. Fitzhugh

Charlotte S. Levy

Genevieve and A. Carter Wilmot

Virginia Q. Foley

Eleanor M. Lewis and Wayne H. Lewis

Mr. and Mrs. H. Robert Wismar Jr.

C. Henry and Caryn Foltz

Mr. and Mrs. G. Russell Lincoln

Anonymous (3)

Eleanor R. Gerson

Mrs. J. Denny May

Robert M. and Barbara Ginn

Steven and Dolly Minter

Winifred H. Gray

Arthur P. Moebius

Mary Louise and Richard Hahn

Mary B. Moon

* Deceased

New Assets The 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 1996 The Cleveland Foundation received $9.6 million in new assets.

Summary of New Assets New permanent funds Additions to permanent funds

$4,236,774 3,092,151

New donor-advisor funds

288,198

Additions to donor-advisor funds

456,804

New agency endowment funds

30,000

Additions to agency endowment funds

169,970

New project accounts

111,500

Additions to project accounts

317,032

Additions to supporting organizations

848,796

Other additions

Total 1996 New Assets

27,915

$9,579,140

* O f this am ount, $ 3 1 5 ,2 7 3 represents payments against pledges made in a previous year and agency endowment activity. These am ounts are not included in the current yearâ&#x20AC;&#x2122;s financial statements total o f $ 9 ,2 6 3 ,8 6 7 . Pledges are recognized in the financial statements the year they are made

New Permanent Funds Fund Raymond Q. and Elizabeth Rieley Arm ington Fund

D. Robert and Kathleen L. Barber Fund

Edith F. Blum Community Pooled Income Fund Harry and Marjorie M. Carlson Fund

Am ount

Donor(s)

Use of Income

$1,833,106

Estate of Raymond Q. Armington

Designated to American Red Cross, Goodwill Industries of Greater Cleveland, The Holden Arboretum, Lakeland Community College, St. Luke's Hospital Association, The Salvation Army of Greater Cleveland, United Way Services, Vocational Guidance Services, and Young Women's Christian Association of Cleveland

$151,230

D. Robert and Kathleen L. Barber

To support precollegiate public education, environmental protection, and AIDS policy development and services

Edith F. Blum

Use of remainder: Unrestricted charitable purposes

Harry and Marge Carlson

Unrestricted charitable purposes

Kevin J. and Carolyn P. Ellison

Portions designated to Hawken School, University of Notre Dame, and Therapeutic Riding Center; a portion restricted to start-up organi足 zations working in the areas of children's issues, disabilities, diseases and education; and a portion for unrestricted charitable purposes

$1,637*1

$3,754 toward pledge of $ 10,000

Kevin J. and Carolyn P. Ellison Insurance Fund

5,187

Herold and Clara Shaffner Fellinger Fund

$23,500

Estate of Clara S. Fellinger

Unrestricted charitable purposes

Peter Gommet Fund

$19,405

Estate of Peter Gommet

Unrestricted charitable purposes

W inifred H. Gray Charitable Gift Annuity

$27,851 *

Winifred H. Gray

Use of remainder: Unrestricted charitable purposes

E.C. and D.V. Henn Trust

Unrestricted charitable purposes

Estate of Flora D. Hirsohn

To combat anti-Semitism in coopera足 tion with the Anti-Defamation League of B'nai B'rith

The Judge Perry B. Jackson Scholarship Foundation, Inc.

Designated to Zanesville High School for a student scholarship, and to The Phillis Wheatley Association for a camping program scholarship

William M. and Elizabeth W. Jones

Use of remainder: A portion gifted to The Cleveland Play House, and the balance as endowment for the Foundation's public, charitable and educational purposes

E.C. and D.V. Henn Fund

$1,191,550

The Harry and Flora Dorothy Hirsohn Fund

$200,000

Judge Perry B. Jackson Fund

$12,647

The William M. and Elizabeth W. Jones Charitable Remainder Annuity Trust

$373,735^

Continued on page 30 29

New Permanent Funds

continued

"UBC

The Vilm a L. Kohn Charitable Rem ainder Unitrust

Am ount $338,291*

Lucia C. Pomeroy Charitable Gift Annuity

$18,524*

The Tracy Starr Breast Cancer Research Fund

$29,111

Donor(s)

Use of Income

Vilma L. Kohn, Ph.D.

U se of remainder:

Lucia C. Pomeroy

U se of remainder:

Designated to The Cleveland Play House and The Cleveland Institute of Music, and for the Foundation's public, charitable and educational purposes Unrestricted charitable purposes

Allyn R. and Susan M. Adams, Friends at Ajax, Ajax Magnethermic, Linda Albert, Paul A. Alsenas, Robert R. and Jean D. Andolsen, Argee Enterprises, Richard L. and Mary H. Ashbrook, Kathleen A. Augustine, Virginia L. Aveni, Sandra R. Baker, Jerry and Lori Bellitt, John M. and Rose Anne M. Berila, Betsy's Bridal World, Diane T. Bickett, Stephen E. and Sharyl M. Bloom, Betsy R. Bodine, Ronald J. and Judith L. Bohanek, Mary 0. Boyle, Peter M. Boyle, Renee Parker Boyle, Andy and Diane Brincko, Karyn N. Brockman, Kathleen Brockman, Gary Brown, Sherrod Brown, Susan Burns, Bev Burtzlaff, Lynne Byrne, Timothy F. Cahill, William A. Caldwell, Ellen Calogeras, Catherine A. Calvey, Jane Louise Campbell, Dr. Arnold I. and Bonita W. Caplan, Sheila Carlson, Delores Carter, Centerior Energy, Jeri E. Chaiken, Charles Scott Riverside Hair Design, John E. Chipko, Kathy Chipko, Ruth Chipko, Robert L. and Marian F. Chulick, Citizens for Patrick A. Sweeney Committee, Shirley J. Coniglio, Thomas M. Cornhoff, Tony and Magdalena Covas, Chuck and Dolly Cronenwett, Kevin H. Cronin, Nancy C. Cronin, Kathy Cross, Joseph B. and Ruth E. Cullum, Custom Sanitation Sen/ices, RoseMarie Cutler, Staff of Cuyahoga County Planning Commission, Heather M. Daina, Jean Dare, Carol 0. and James A. Dayton Jr., Dale A. and Elizabeth Ann Dean, Walter G. DeBald, Roger J. and Jane M. Deike, Mr. and Mrs. Gabriel Delfre, Elaine DiPasquale, Janet Dolezal, Mildred A. Dougherty, Ann R. Douglas, John Douglas, Veronica Dunn, Marcia Egbert, Eggert Construction Co., Gary Ellsworth, Expressions by Linda, Nancy J. and Peter H. Farina Jr., Anthony L. and Marlene R. Farone, Barbara G. Feinberg, Diane L. Fitzpatrick, Kathleen H. Fitzsimons, Alice Foerstner, Elaine M. Fortney, Robert Fox, Mark and Patricia Fracker, Frances A. France, Judge Carolyn B. Friedland, Friends of Barbara Boyd, Marilyn Fryman, John and Darlene Fulvi, Angie Galletta, Lynn M. Garrity, Jim and Dorothy Geltch, Mr. and Mrs. Ezra Giterman, Arnold and Ann Gleisser, Janet H. Gold, Bessie Golden, Warren and Deborah Klein Goldenberg, Phylis Gordon, John and Kim Gorski, Irving and Edith Gorsky, Marcella Grisanti, Margaret Ann Gudbranson, Tom Hach and Anne Blum, Agnes Hammer, Allison Hammer, S. T. Hanna, Inc., Susan Hamden, Laraine L. Heck, Jim and Shirl Henke, Rosemary Herpel, Mary Eileen Heslen, Barbara H. Higgins, Patrick J. Holland, Robin J. Holzman, Walter and Irene Hooper, Catherine S. Hubben, Penny Hughes, Chuck and June Hull, John Ivis and Stella Clap, James P. Jacoby, Marilyn C. Jontzen, Jennie Ju, Richard E. and Judith S. Karberg, Bruce E. and

To support a woman medical doctor doing research on breast can足 cer at an accredited university in the United States; if a cure is found, to support education relating to breast cancer

Fund

Amount

Donor(s)

Use of Income

Mary Jo Katz, Marita L. Kavalec, Claire Kilbane, David and Theresa Kotting, Kenneth J. Kovach, Kay M. Krueger, Alan D. and Hazel M. Kuntz, Mr. and Mrs. Mitch M. Kursh, Lakeside Place Limited Partnership, Mary Beth Langdon, Angelo LaPerna, Jim and Laura Leone, Barbara S. Leslie, Kenneth J. Levine, Teri S. Levine, Helen V. Levstek, Steven W. Lieber, Kathleen M. Linder, Gail Long, Steve Luttner, Frank W. Lysowski, Mr. and Mrs. Robert Lysowski and Family, Thomas J. Lysowski, Leatrice B. Madison, Carol L. Malave, Erin Marks, Mary Lee Mason, Carol Mazur, Collene McCaffrey, Mary McGeary, Theresa McGeary, Ellen E. McGorray, Daniel W. McNea, Laura A. McNea, William J. and Amy Jane McNea, Terrance A. Michel, Carolyn Milter, Mel and Donna Mixner, Lou and Dorothy Moliterno, Marcia E. Moll, Morgan Printing, Darcy A. and Gregoire W. Moulin, William G. and Cathy C. Mumaw, John Charles Myers and Mary Eileen Kilbane, Peter J. Nagusky, Linda Nagy, Native American Pathways, Inc., Lisa S. Nussbaum, Ocasio Photography, Ruth Anne O'Leary, Audrey Owens, Richard A. Owens, Parkview Nite Club, Christine Patronik-Holder, David Pethtel, James M. Petro, Godfrey L. and Marjorie J. Pettus, Martha Pontoni, Kathleen A. Powers, Janis Purdy, Patrick E. and Geraldine T. Purdy, James B. and Regina M. Reagan, Jane S. Reid, David J. Richards, Irene Robinson, Daniel E. Rocker, Stephen Rowan, C.W. and Betty J. Ruther, Janine H. Rybka, Peter J. Sandora, Linda Saridakis, Rick A. Savors, Paula F. Scahill, Mary Schaeffer, Susan 0. Scheutzow, Tom Schultz, Beverly Scipio, Sanford and Harriet Scott, Carol Seabon, Robert and Rita Sheridan, Peter M. Sikora, Mary Ann Simko, Frances L. Smith, Peg Smith, Todd Smith and Catherine Boyle, Isabelle M. Sontag, Edward and Elizabeth Starr, Starr's Hair Fantasy, Cathy A. Stawarski, Janet L. Stawarski, Susan M. Stawarski, Tom and Rita Stawarski, Roberta Steinbacher, Ellie I. Sullivan, Catherine M. Taafe, Craig Tame, Christine Tilas, Elizabeth Tilas, Penny M. Tipps, Ann Marie Titas, Delores J. Tocheck, Dan and Stella Tortora, David J. and Kirstin S. Toth, Alexandra Turk, Catherine Urban, Gizella Varkonda, William E. Walsh, David J. and Maureen A. Washington, Melvin S. and Adrienne B. Wasserman, Janet Weimer, Marilyn R. Weiss, Marion Wiegmann, Steve Williams, Margaret Wong & Associates Company, LPA, Janice M. Wyatt, Beverly Y. Wykoff, Karen Wynne, Martin 0. and Jane M. Wynne, David P. and Deborah L. Yorko, Andrea Zaite, Lisa Zoller, Anonymous In memory o f Elizabeth Stawiarski: Mr. and Mrs. Joseph N.

Bayus, Jerry and Lori Bellitt, Andy and Diane Brincko, Mr. and Mrs. John Hrivnak, Mr. and Mrs. William Johns and Karen, Mr. and Mrs. Robert Lysowski and Family, Lou and Dorothy Moliterno, Dan and Stella Tortora, Catherine Urban In memory o f Michelle

Taylor and Betty Zeitsoff:

Melinda T. Swan

Total New Permanent Funds

$4,236,774

Additions to Permanent Funds Fund The Adom eit Fund Charles Rieley Arm ington Fund

Amount $68,900 $803,238

Donor(s) Ruth E. Adomeit Pooled Income Fund Elizabeth Rieley Armington Charitable Trust, Estate of Raymond Q. Armington

Helen and Ira J. Bircher Fund

$60,000

Mary K. and Robert R. Broadbent Salvation Army Endowm ent Fund

$2,000

The Broadbent Family Foundation, Inc.

E. Bruce and Virginia Chaney Fund

$8,292

E. Bruce and Virginia Chaney

Alton LaMaur Character Memorial Scholarship Fund

$1,725

Judge Ann Aldrich, Alpha Phi Alpha Fraternity Inc., Cynthia L. Burks, Alvin S. and Erma G. Character, Anthony J. Cotton, Dr. Freeman Fletcher, Flite II Travel Inc., Edward T. Haggins, Pauline B. Holston, Frances M. and Dr. Drue King Jr., Judge Benjamin and Dr. Denice Logan, Lonnie Marsh II M.D. Inc., Anonymous

Arthur F. and Gladys D. Connard Memorial Fund

$1,250,000

The Vince Federico Memorial Fund

$25,833

Helen and Ira J. Bircher

Estate of Gladys D. Connard Participants in the Vince Federico Memorial Golf Tournament Additional donors: Abrams Realty Co., Harry Adelman, Aerosol Systems, American

Greenwood, Inc., Anndee, Inc., Rachelle M. Arnold, Arsham Insurance Group, Artz Auto Group, Kenneth B. Baker, Baker/Cerce Associates, Inc., William M. Beichner, Blue Coral International, B.M.S. Properties, Bruder Inc., Chernett Cohen Associates Inc., Cuyahoga Chemical Co., Domenic DeBaltzo, Pat F. Delguyd, Deller Capital Corporation, Louis P. DePerro, Direct to Retail, D.J.M. Sales, Melvin Fishman, Forest City & North American Lumber, Sidney Franklin, John E. Gallucci, Gary B. Garson, Gleeson Construction Inc., Going Places Travel Inc., Great Lakes Representatives, Inc., Joseph Greenes, Zoltan Greenhut, G.S.S. Inc., John R. Hunt, KAM Marketing, Inc., Donald M. King, Michael S. Klein, James Allan Kleinman, Dennis Losey, David A. Lupyan, Kenneth S. Lurie, M C Properties, Alan M. and Janet Miller, Roy A. and Dawn M. Minger, Lawrence J. and Elizabeth E. Minich, Noll Machinery, Inc., Northeast Marketing, Inc., Phoenix Dye Works, Bert P. Poncher, Marc L. and Jean A. Price, Professional Salesmen, Inc., Charles Rockman, Norton W. Rose, David L. and Jean Finan Rupar, Jerold S. Schlesinger, Floyd B. and Karen Silver, Kim C. and Judy Z. Smith, Solitare, Wirth & Associates, Inc., Jerry Sorkin, Stern Advertising Inc., Rocque and Sandra Trem, Edward H. Tresger, 21st Century Pets, Inc., Rick Udelson, Jack and Mary Vogelgesang, Hyman and Molly Wasserman, Judge Joseph A. Zingales

The Holsey Gates Residence Preservation Fund

$25,000

Ambassador Holsey Gates Handyside

Evelyn Golomb Fund

$43,968

Evelyn Golomb Trust

The George C. and Marion S. Gordon Fund Heights Youth Center Fund

$259,428 $5,204

Marion S. Gordon Trust A.W. and Joanne Benkendorf, Catharine D. Berwald, Christopher P. Brandt and Beth Brandt Sersig, Janet R. Burnside, Charles A. and Jo M. Byrne, Hugh Calkins, Armine G. Cuber, Elizabeth Daunton, Patricia W. Davis, Robert C. and Lois L. Davis, Jill H. and Dr. Morris S. Dixon Jr., Joan E. Dowling, Dr. John C. and Mary F. Elder, Sarah Malone Evans, Yarden and Kirsten Faden, Richard E. Francies, Gerald I. and Gaetana Friedman, Edward J. and Anna S. Fritz, Margaret M. and Joseph J. Geiger Jr., Dorinda A. Gershman, Norman and Leona Green, Robert F. Green, Suzanne Halbe, John W. and Stephanie B. Harris, Heights Youth Center, H. David Howe Jr., Marc B. and Dr. Karen M. Jaffe, The Jewish Community Federation of Cleveland from the Eleanor R. Gerson Philanthropic Fund and the Ronald Zahler Memorial Philanthropic Fund, Janice S. Johnston, Linnea J. Jones, Dorothy E. Klemm, Clark W. and Mary B. Knierman, Richard J. and Virginia A. Labus,

Fund

Amount

Donor(s) Dr. Richard Lightbody, Donald M. and Sandra B. McPherson, Charlotte S. and John M. Newman Jr., Dr. Samuel A. and Suzanne M. Nigro, Patrick J. and Nancy H. O'Connor, Robert S. and Barbara A. Ottinger, Dorothy Robbins, Reuben and Dorothy Silver, Paul H. and Tricia Springstubb, Donald W. and Jacqueline W. Stimpert, Albert and Alice Stratton, Elsie R. Tarcai, Walter F. Thiem and Joanne L. Siegel, William and Edith Tobocman, Leonard M. and Kerstin E. Trawick, Brud Turner, Ralph S. and Zoe C. Tyler, James E. and Rita L. Vail, Robert A. and Christine Wallace, Annabelle Weiss, Dr. R. Allen Wilkinson, Margaret Wong, Stephen D. and Margaret E. Wood, Frederick B. and Diana M. Woodbridge In memory o f Natalie C router : D'Arnold and Thelma Davis

Agnes E. Meyer Herzog Fund

$250

Mary Ann Roe In honor of Barbara H . Patterson: Maggie and Mike Domski and children,

James D. and Donna P. Gudritz In honor o f Chuck and Barbara Patterson: Maggie and Mike Domski and children In memory of Eugene Archacki and M ary Helen Collins: Barbara H. Patterson

Sherman Johnson and Frances Battles Johnson Memorial Fund The Virginia L. Jones Charitable Remainder Unitrust

$ 2,200

$52,067*

Dr. Janet M. Poponick

Virginia L. Jones

Karamu House Trust

$1,050

Wilbur C. and Joan Nordstrom

Mary Kopec Kreicher Fund

$2,000

Alliance Capital Management Corporation, Lawrence L. and Linda L. Kreicher

Leonard Krieger Fund

$7,978

Estate of Leonard Krieger

Alexander G. Lajoie Jr. Memorial Fund

$4,540

Susan L. Eagan, Nora Lajoie, Paul Roth and Frances Green

The Lake-Geauga Fund

$32,000

The Northern Ohio Opera Fund Fay-Tyler Murray Norton Fund Tommie Lenora Pradd Patty Fund

$500 $ 1,000 $20,573

Attorney General of the State of Ohio Perkins Charitable Foundation Dr. James A. and Fay-Tyler Norton Tommie L. Patty

Poetry Fund

$5,813

John Gabel

Princeton Urban Studies Fellowship Fund

$1,500

Clements Family Charitable Trust, S. Sterling McMillan, David W. and Margaret N. Sloan

Queen McGee Evans Pryor Fund

$750

Doris A. Evans, M.D., Dorothy E. Holmes

Scholarship-in-Escrow Fund

$98,930

The Cleveland Initiative for Education

Demetra A. Sciulli Fund

$28,041

Henry W. Sciulli

Josephine R. and Edward W. Sloan Jr. Fund

$15,050

Mr. and Mrs. Edward W. Sloan Jr.

Taw Family Salvation Army Endowm ent Fund

$5,000

Dudley J. and Louise Taw Continued on page 34 33

A d d itio n s to Perm anent Funds continued

Fund

A m ount

Donor(s)

A m os Burt and Jean n e L. Tho m p son Fund

$1,000

Neil L. and Kathy Thompson

Isabelle Tum pach Fund

$5,000

Anonymous

M olly A g n e s V oinovich M em orial Fund

$3,635

Jane E. Conroy, James M. and Ann M. Delaney, Nick and Patricia A. Tomino, David Uchelvich, Don and Nancy Vickers, Estate of Thomas J. Young In memory of Carolyn F. Bernot: Alicia M. Ciliberto

Ethel and Richard W hitehill Funds H. Robert and Ann H. W ismar Fund Edith W right Memorial Fund Total Additions to Permanent Funds

$244,796 $4,212 $678

$3,092,151

Estate of Richard W. Whitehill Ann H. and H. Robert Wismar Jr. Estate of Edith Wright

* 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 Fund Todd Allen Headley Memorial

Life Insurance Foundation Endowment (LIFE) Unrestricted gifts

Am ount $145

$50

$27,720

Donor(s) M.C. Feldmann, Cheryl Hagerman, Patrick D. Hatting, Carol M. Rose, Kable M. and Janelle M. Thurlow

Contributions toward establishment of a fund to support research and/or health care of individuals who have sustained closed head injuries

Martin S. Stancik Jr.

Additional contributions toward establishment of a fund

American Foundation at the direction of Edith W. Corning, Theodora P. Dakin, The Denver Foundation, Gregory T. Holtz, Judson Retirement Community, Rose Community Foundation, David A. Scott, Stein Roe & Farnham Incorporated, Anonymous In memory o f Carolyn F. Bem ot: Marge Carlson,

Steve and Dolly Minter In memory o f Virginia H . Cerveny: Marge Carlson, Bob and

Ginny Eckardt, William R. Joseph and Sarah Sager, Jay Talbot, William Wendling and Lynne Woodman, Dale A. Willman and Beth Sciumeca In memory of Louis Kreicher: Harry and Marge Carlson,

Bob and Ginny Eckardt In memory of Josephine L. Morris: Bob and Ginny Eckardt,

Bob Kaye, Jean Lang, Terence J. and Nancy S. McCann, Arch and Carolyn McKendry, John and Celene Petkash, Jay Talbot, Richard C. and Shirley M. Ulstad, William Wendling and Lynne Woodman In memory o f Nancy Jean Parker: Marge Carlson In memory o f Ralph Rosenblad: Marge Carlson, Alicia M. Ciliberto In memory of Allen Talbot: Marge Carlson, Bob and Ginny Eckardt

Total Other Additions 34

$27,915

Use of Gifts

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 permanent fund may be established with a minimum gift of $10,000. Following is a list of the permanent named funds of the Foundation.

Morris Abrams Fund

Warner M. Bateman Memorial Fund

George F. Buehler Memorial Fund

The Adomeit Fund

Cornelia W. Beardslee Fund

Marie I. Buelow Fund

Ruth E. Adomeit Fund

James C. Beardslee Fund

Judge Lillian W. Burke Scholarship Fund

Lewis and Ruth Affelder Fund

Louis D. Beaumont Fund

Burkhardt Family Fund

Rhoda L. Affelder Fund

Robert K. Beck Memorial Fund

Wickham H. Aldrich Fund Rob Roy Alexander Fund

The Beckenbach Scholarship Memorial Fund

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

The William Harry Alexander Fund

Mary Berryman Fund

The Thomas Burnham Memorial Trust

The Aloy Memorial Scholarship Fund

Nestor B. Betzold Trust

Katherine Ward Burrell Fund

The Dr. David Alsbacher Fund for Medical Research

Ida Beznoska Fund

Edmund S. Busch Fund

Big Brothers of Greater Cleveland Fund

Raleigh F. Andrie Memorial Fund

The Dr. Hamilton Fisk Biggar Fund

Janet G. and Mary H. Cameron Memorial Fund

The George and May Margaret Angell Trust

Hattie E. Bingham Fund

Marian M. Cameron Fund

Helen and Ira J. Bircher Fund

The Martha B. Carlisle Memorial Fund

Anisfield-Wolf Fund

George Davis Bivin Fund

Charles Rieley Armington Fund

Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable Trust

Edna L. and Gustav W. Carlson Foundation Memorial Fund

Raymond Q. and Elizabeth Rieley Armington Fund

The Thomas Burnham Memorial

Harry and Marjorie M. Carlson Fund Alfred J. Carpenter Memorial Fund

Edith F. Blum Community Pooled Income Fund

Leyton E. Carter Memorial Fund

The Martin E. and Evelyn K. Blum Fund

Robert and Annie Cartman Fund

Tom L.E. Blum and Martin E. Blum Fund Katherine Bohm Fund

The Central High School Endowment Fund

Ruth and Elmer Babin Fund

Ernest J. Bohn Memorial Fund

E. Bruce and Virginia Chaney Fund

The Frederic M. and Nettie E. Backus Memorial Fund

Roberta Holden Bole Fund

The Fred H. Chapin Memorial Fund

Newell C. Bolton Fund

The Magdalena Baehr Fund

Jean and Roger Bond Jr. Fund

The George Lord and Elizabeth Chapman Fund*

Fannie White Baker Fund

Helen R. Bowler Fund

Walter C. Baker Fund

The George H. Boyd Fund*

Walter C. and Fannie White Baker Fund

Alva Bradley II Fund

Alton LaMaur Character Memorial Scholarship Fund

Lilian Hanna Baldwin Fund

Jeanette W. Brewer Fund

The Children Forever Endowment Fund

Ball, Ball, Galloway, Jacobs and Pickett Fund

Gertrude H. Britton, Katharine H. Perkins Fund

The Adele Corning Chisholm Memorial Fund

Fred J. Ball Fund

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

George W. Chisholm Fund

Katherine B. Arundel Fund Walter C. and Lucy I. Astrup Funds (2) Sophie Auerbach Fund Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund

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

Fannie Brown Memorial Fund

D. Robert and Kathleen L. Barber Fund

Marie H. Brown Fund

Mabel R. Bateman Memorial Fund

Ada G. Bruce Fund

Mary C. Carter Gift Annuity

The Frank J. and Nellie L. Chappie Fund*

The Arthur W. Chown Fund Garnetta B. Christenson and LeRoy W. Christenson Fund

Permanent Funds of The Cleveland Foundation Mr. and Mrs. Harold T. Clark Fund

continued

Irene C. and Karl Emmerling Scholarship Fund

The William F. and Anna Lawrence Gibbons Fund*

Marie Odenkirk Clark Fund

Reinhold W. Erickson Fund

Emil and Genevieve Gibian Fund

Clark-Owen Memorial Fund

Flora M. Everett Fund

Frank S. Gibson Memorial Fund

The Elsa Claus Memorial Fund No. 2

Henry A. Everett Trust

Inez and Harry Clement Award Fund

Homer Everett Funds (2)

Rose B. and Myron E. Glass Memorial Fund

Cleveland: NOW Fund

Mary McGraw Everett Fund

Frederick Harris Goff Fund

Cleveland Recreational Arts Fund

The Irene Ewing Trust

Cleveland War Memorial

Betty H. and Jean E. Fairfax Fund

Frederick H. and Frances Southworth Goff Fund*

Clevite Welfare Fund

Charles Dudley Farnsworth Fund

Caroline E. Coit Fund

Charles Farran Fund

Arthur F. and Gladys D. Connard Memorial Funds (2)

The George D. and Edith W. Featherstone Memorial Fund

Marie Louise Gollan Fund

A.E. Convers Fund*

The Vince Federico Memorial Fund

Evelyn Golomb Fund

Harry Coulby Funds (2)

Herold and Clara Shaffner Fellinger Fund

Peter Gommet Fund

J.E.G. Clark Trust

Jacob D. Cox Fund

Isaac C. Goff Fund* Edwin R. Goldfield Fund Lillian F. Goldfield Fund

Dr. Isadore J. Goodman and Ruth Goodman Memorial Fund

Dr. Frank Carl Felix and Flora Webster Felix Fund

Julius E. Goodman Fund

William S. and Freda M. Fell Memorial Fund

The George C. and Marion S. Gordon Fund

The Fenn Educational Funds (4)

Robert B. Grandin Fund

First Cleveland Cavalry-Norton Memorial Fund

Winifred H. Gray Charitable Gift Annuity

Alzada Singleton Davis Fund

William C. Fischer and Lillye T. Fischer Memorial Fund

Harold R. Greene Fund

Edward H. deConingh Fund

Fisher Fund

Mary E. Dee Memorial Fund James M. and Ann M. Delaney Fund

Erwin L. Fisher and Fanny M. Fisher Memorial Fund

The Howard and Edith Dingle Fund

Helen V. Fitzhugh Gift Annuity

Dorothea Wright Hamilton Fund

The Carl and Marion Dittmar Fund

Edward C. Flanigon Fund

Edwin T. and Mary E. Hamilton Fund

Edwin A. and Julia Greene Dodd Funds (2)

Percy R. and Beatrice Round Forbes Memorial Fund

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

Anna J. Dorman and Pliny 0. Dorman Memorial Fund

Frances B. and George W. Ford Memorial Fund

Handyside Family Memorial Fund for Western Reserve Academy

L. Dale Dorney Fund

The Forest City Hospital Foundation Fund

Douglas P. Handyside Memorial Fund

S. Houghton Cox Fund Cathy L. Crabtree Fund The Eileen H. Cramer and Marvin H. Cramer Fund The William R. and F. Cassie Daley Trust Fund Henry G. Dalton Fund

James J. Doyle and Lillian Herron Doyle Scholarship Fund

Gladys J. and Homer D. Foster Fund

Charles A. Driffield Memorial Fund

Constance C. Frackelton Funds (4)

The Thomas Dugan and Alice Dugan Memorial Fund

The Fannie Pitcairn Frackelton and David W. Frackelton Fund

The Mary and Wallace Duncan Fund

Robert J. Frackelton Fund

The William C. and Agnes M. Dunn Fund

The George Freeman Charity Fund

Bruce S. Dwynn Memorial Fund

Frederic C. Fulton Fund

Alice McHardy Dye Fund

Charles H. Gale Fund

Lyda G. and Horatio B. Ebert Fund

Frederic H. Gates Fund

Kristian Eilertsen Fund

The Holsey Gates Residence Preservation Fund

Kevin J. and Carolyn P. Ellison Fund The Emerald Necklace Fund Ada C. Emerson Fund* 36

Winifred Fryer Memorial Fund

Eleanor R. Gerson Charitable Remainder Unitrust

Maxine Y. Haberman Fund The Hortense B. Halle and Jay M. Halle Fund Virginia H. Hamann Gift Annuity

Holsey Gates Handyside Charitable Remainder Trust Leonard C. Hanna Jr. Funds (9) The Leonard C. Hanna Jr. Special Fund William Stitt Hannon Fund Janet Harley Memorial Fund Mr. and Mrs. Roy G. Harley Fund H. Stuart Harrison 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)

Virginia M. Huey Fund

The Otto and Lena Konigslow Memorial Fund*

Henry R. Hatch Memorial Fund

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

Homer H. Hatch Fund

The John Huntington Benevolent Fund

Leonard Krieger Fund

John and Helen A. Hay Memorial Fund

The A.W. Hurlbut Fund

Elroy J. and Fynette H. Kulas Fund

Lewis Howard Hayden and Lulu May Hayden Fund

The Norma Witt Jackson Fund

Alexander G. Lajoie Jr. Memorial Fund

Judge Perry B. Jackson Fund

The Lake-Geauga Funds (5)

Rhea Hanna Jerpbak Memorial Trust

The Marjorie and Samuel Lamport Charitable Remainder Trust

George Halle Hays Fund Nora Hays Fund Heights Youth Center Fund The Henry E. Heiner and Marie Hays Heiner Memorial Fund

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

Samuel E. Kramer Law Scholarship Fund Mary Kopec Kreicher Fund

Kathryn V. Lantz Fund The Arthur A. Lederer and Ruth Lawrence Lederer Fund

Carolyn V. Heller Fund

Sherman Johnson and Frances Battles Johnson Memorial Fund

The Louise W. and Irving K. Heller Fund

The Thomas Hoyt Jones Family Fund

Harley C. Lee and Elizabeth Keedick Lee Fund

Mildred Shelby Heller Memorial Fund

The Virginia Jones Memorial Fund

Frances Doolittle Lesser Fund

The William Myron Heller Memorial Fund

The Virginia L. Jones Charitable Remainder Unitrust

The Jon Lewis Fund

Warren J. Henderson Fund

The William M. and Elizabeth W. Jones Charitable Remainder Annuity Trust

Robert M. Linney Fund

E.C. and D.V. Henn Fund Iva L. Herl Fund

William M. and Elizabeth W. Jones Fund

The Clifford B. Hershik Memorial Fund

James S. Jordan Fund

Agnes E. Meyer Herzog Fund

Adrian D. Joyce Fund

The Siegmund and Bertha B. Herzog Endowment Fund

The Frederick W. and Henryett Slocum Judd Fund

James R. Hibshman Family Trust

Henryett S. Judd Fund

Highland View Hospital Employees' Fund

Tillie A. Kaley and Warren R. Kaley Memorial Fund

Albert M. Higley Memorial Albert M. and Beverly G. Higley Fund Mary G. Higley Fund Mildred S. Higley Fund The Hinds Memorial Fund* The Hiram House Fund The Harry and Flora Dorothy Hirsohn Fund The Jacob Hirtenstein Fund

Karamu House Trust Raymond B. Kelley Fund Albert B. and Sara P. Kern Memorial Fund Lois E. Kerr Memorial Fund Joseph E. Kewley Memorial Fund

Martha M. Linden Fund Sue L. Little Fund Vida C. Logan Fund Elizabeth T. Lohmiller Fund Meta M. Long Fund Gustave Lorber and Frieda Bruml Lorber Memorial Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund Nellie Lynch Fund The William Fred Mackay and Cora Carlisle Mackay Memorial Fund Theresa Mae MacNab Fund Anna Mary Magee Memorial Fund

Orrin F. Kilmer Fund

The Maude F. Majerick Fund

Lillian E. Kirchner Fund

Leone R. Bowe Marco Fund

Clarence A. Kirkham Memorial Fund

Leonard G. Martien Fund

John R. Kistner Fund

Alice Keith Mather Fund

Dr. Emmanuel Klaus Memorial Fund

Reuben W. Hitchcock Fund

Sandra L. Klopp Fund

The Samuel Mather and Flora Stone Mather Memorial Fund

Suzanne and Michael J. Hoffmann Fund

Samuel B. Knight Fund

Ruth A. Matson Fund

Mr. and Mrs. Arthur S. Holden Fund

The Philip E. and Bertha Hawley Knowlton Fund

The Frederick R. and Bertha Specht Mautz Scholarship Fund

Dr. John W. Holloway Memorial Fund

Estelle C. Koch Memorial Scholarship Fund

Erma L. Mawer Fund

Mildred E. Hommel and Arthur G. Hommel Memorial Fund

Richard H. Kohn Fund

Malcolm L. McBride and John Harris McBride II Memorial Fund

H. Morley and Elizabeth Newberry Hitchcock Fund

Helen M. Holland Memorial

A.R. Horr Trust* Centureena S. Hotchkiss Fund Howard W. Hottenstein Fund

The Vilma L. Kohn Charitable Remainder Unitrust Leslie and Elizabeth D. Kondorossy Charitable Remainder Unitrust

Harriet E. McBride Fund

Dr. Jane Power McCollough Fund The Lewis A. and Ellen E. McCreary Memorial Fund 37

Permanent Funds of The Cleveland Foundation

continued

Heber McFarland Fund

Blanche E. Norvell Fund*

Marion E. Rannells Fund

The John A. and Mildred T. McGean Fund

Harry Norvell Fund

Barbara Haas Rawson Memorial Fund Grace P. Rawson Fund

Hilda J. McGee Fund

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

The George W. and Sarah McGuire Fund

John F. Oberlin and John C. Oberlin Fund

Donald W. McIntyre Fund Gladys M. McIntyre Memorial Fund

John F. O'Brien Charitable Remainder Unitrust

W. Brewster McKenna Fund

The Crispin and Kate Oglebay Trust

The Katherine B. McKitterick Fund

Ohio Nut and Bolt Company Fund

The John C. McLean Memorial Fund

Beulah N. Olinger Fund

Ruth Neville McLean Memorial Fund

John G. and May Lockwood Oliver Memorial Fund

The Howard T. McMyler Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund

Clarence A. Olsen Trust Mary King Osborn Fund William P. Palmer Fund

Alice Butts Metcalf Fund

The Dr. Charles B. Parker Memorial Fund*

The Grace E. Meyette Fund

Erla Schlather Parker Fund

Sarah Stern Michael Fund

The Joseph K. and Amy Shepard Patterson Memorial Fund

Herman R. and Esther S. Miller Memorial Fund

Frederick Woodworth Pattison Fund

William P. Miller Fund

Tommie Lenora Pradd Patty Fund

Clay L. and Florence Rannells Reely Fund Hilda Reich Fund Leonard R. Rench Fund The Retreat Memorial Fund Marie Richardson Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Helen D. Robinson Fund Alice M. Rockefeller Fund Elizabeth Becker Rorabeck Fund Rebecca and Etta Rosenberg Memorial Fund 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

Helen Gibbs Mills Memorial Fund

Blanche B. Payer Fund

Victor Mills Fund

Linda J. Peirce Memorial Fund

Anna B. Minzer Fund

Douglas Perkins Fund

John A. Mitchell and Blanche G. Mitchell Fund

The August G. and Lee F. Peterka Fund

Cornelia S. Moore Fund*

Poetry Fund

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

Lucia C. Pomeroy Charitable Gift Annuity

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

Caroline Brown Prescott Memorial Fund Walter D. Price Fund

John H. and Beatrice C. Moore Fund

William H. Price Fund

Otto F. Schramm and Edna H. Schramm Memorial Fund

J. Howard and Josephine L. Morris Gift Annuity

Princeton Urban Studies Fellowship Fund

The Robert N. Schwartz Fund for Retarded Children

William Curtis Morton, Maud Morton, Kathleen Morton Fund

Florence Mackey Pritchard and P.J. Pritchard Scholarship Fund

Demetra A. Sciulli Fund

Mary MacBain Motch Fund

Queen McGee Evans Pryor Fund

E. Freeman Mould Fund

The Public Square Preservation and Maintenance Fund

Jane C. Mould Fund Frank A. Myers Fund Tom Neal Fund Neighbors Against Racial Violence Fund Harold M. Nichols Fund Jessie Roe North and George Mahan North Memorial Fund The Northern Ohio Opera Fund The Northwest Emergency Team Fund Fay-Tyler Murray Norton Fund 38

Grace M. Pew 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

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

William C. Scofield Memorial Fund Alice Duty Seagrave Foreign Study Fund Warner Seely Fund Charles W. and Lucille Sellers Memorial Fund William K. Selman Memorial Fund The Arthur and Agnes Severson Memorial Fund Glenn M. and Elsa V. Shaw Fund Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund Nina Sherrer Fund

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

Leonard F. Stowe Fund

Mabel Breckenridge Wason Fund B*

James Nelson Sherwin Fund

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

Stanley H. Watson Memorial

The John and Frances W. Sherwin Fund

The Ignatz and Berta Sunshine Fund

Cornelia Adams Shiras Memorial

Harriett and Arthur Weiland Fund

C.F. Taplin Fund

The John and LaVerne Short Memorial Fund

Charles Farrand Taplin and Elsie H. Taplin Fund

The Harry H. and Stella B. Weiss Memorial Fund

The A.H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund

Taw Family Salvation Army Endowment Fund

Josephine R. and Edward W. Sloan Jr. Fund

The Alma M. and Harry R. Templeton Memorial Fund

Kent H. Smith Fund

Henrietta Teufel Memorial Fund

The Nellie B. Snavely Fund

The Katharine Holden Thayer Funds (3)

Society for Crippled Children Tris Speaker Memorial Fund

The John H. Thomas Fund

A.L. Somers Fund

Amos Burt and Jeanne L. Thompson Fund

William J. Southworth Fund

Allison John Thompson Memorial Fund

William P. Southworth and Louisa Southworth Fund

Chester A. Thompson Fund

Dr. George P. Soyer Fund

Maude S. Tomlin Memorial Fund

The John C. and Elizabeth F. Sparrow Memorial Fund

Mabelle G. and Finton L. Torrence Fund

Marion R. Spellman Fund Josephine L. Sperry Fund The George B. Spreng and Hazel Myers Spreng Memorial Fund The Hazel Myers Spreng Fund in memory of her parents, Mr. and Mrs. A.N. Myers

Homer F. Tielke Fund

Stephen E. Tracey and Helen Oster Tracey Fund The Elizabeth M. and William C. Treuhaft Fund Jessie C. Tucker Memorial Fund Isabelle Tumpach Fund

Frank Walter Weide Fund

Burt Wenger Fund Leroy A. Westman Fund George B. and Edith S. Wheeler Trust Lucius J. and Jennie C. Wheeler Memorial Fund Jane D. White Funds (2) Ethel and Richard Whitehill Funds (3) Mary C. Whitney Fund The Marian L. and Edna A. Whitsey Fund Edward Loder Whittemore Fund Henry E. and Ethel L. Widdell Fund R.N. and H.R. Wiesenberger Fund The John Edmund Williams Fund Teresa Jane Williams Memorial Fund Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Funds (2) James D. Williamson Fund Ruth Ely Williamson Fund

James H. Turner Fund

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

Virginia Spriggs Fund

The Edward A. and Esther T. Tuttle Memorial Fund

Marjorie A. Winbigler Memorial

The Miriam Kerruish Stage Fund

Rufus M. Ullman Fund

The Tracy Starr Breast Cancer Research Fund

Leo W. Ulmer Fund

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

Christian and Sophia Vick Memorial Fund Molly Agnes Voinovich Memorial Fund Corinne T. Voss Fund

H. Robert and Ann H. Wismar Fund Edith Anisfield Wolf Funds (2) The Benjamin and Rosemary Wolpaw Memorial Fund The Women's General Hospital Fund Nelle P. Woodworth Fund David C. Wright Memorial Fund

Frederick C. Sterling Second Testamentary Trust

The Homer C. Wadsworth Award

Avery L. Sterner Fund

John F. and Mary G. Wahl Memorial Fund

The Wulf Sisters Memorial Fund

Jessie MacDonald Walker Memorial Fund

Herbert E. and Eleanor M. Zdara Memorial Fund

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

Roy J. Zook and Amelia T. Zook 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

Edith Wright Memorial Fund

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

* Partial Benefits Funds provide payments of annuities to certain individuals prior to payment of income to the Foundation. Witli one excep足 tion, 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.

Vernon Stouffer Memorial Fund 39

New Donor-Advisor Funds cX'JrX-.pKD

Fund

Am ount

Donor(s)

Use of Income

Bennett Family Fund

$50,000

Leigh and James E. Bennett III

For the Foundation's public, charita足 ble and educational purposes

The George W. Codrington Charitable Foundation

For the Foundation's public, charita足 ble and educational purposes

The George W. Codrington Charitable Foundation Fund

$100,000

Ohio Attorney General Local Law Enforcement Fund

$87,948

Ohio Attorney General Betty D. Montgomery/ Friends of Ferguson

To assist local law enforcement in the Greater Cleveland area

Charles A. and liana Horowitz Ratner Fund

$50,250

Charles A. and liana H. Ratner

For the Foundation's public, charita足 ble and educational purposes

Total New Donor-Advisor Funds

5288,198

Additions to Donor-/\dVISOr Funds Additions are gifts o f the donor-advisor unless otherwise noted. Fund

Amount

The Edward C. and Jane D. Bloomberg Fund

$10,963

The Fund for the City of Cleveland (Tree Fund No. 1) The Cleveland Foundation Special Fund No. 2 The Donum Fund

$150,000

$623 $25,000

The Mary B. Moon Fund

$25,000

Charles J. and Patricia Perry Nock Fund

$50,000

The Elizabeth and Ellery Sedgwick Fund W ipper Family Fund Total Additions to Donor-Advisor Funds

Cleveland Energy Resources

$25,000

The Lincoln Electric Fund for Excellence in Education

Richard W. and Patricia R. Pogue Fund

Donor(s)

The Lincoln Electric Foundation

$100,625

$69,568

$25

$456,804

In m em ory o f C ath erin e W.

M un z: J. Mark and Jane C. Wipper

Established Donor-Advisor Funds American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund The Ameritech Fund

John P. McWilliams and Brooks Barlow McWilliams Fund Andrea and Elmer Meszaros Fund William A. and Margaret N. Mitchell Fund

Bennett Family Fund

The Mary B. Moon Fund

The Edward C. and Jane D. Bloomberg Fund

The Lindsay J. and David T. Morgenthaler Fund

Charles P. and Julia S. Bolton Fund

Charles J. and Patricia Perry Nock Fund

The Campopiano Family Fund

Ohio Attorney General Local Law Enforcement Fund

Alvah Stone and Adele Corning Chisholm Memorial Fund

George J. Picha Fund

The Funds for the City of Cleveland (3)

Richard W. and Patricia R. Pogue Fund

The Cleveland Foundation Special Fund No. 2

Charles A. and liana Horowitz Ratner Fund

The Cleveland Foundation Special Fund No. 3

F. James and Rita Rechin Fund

The Cleveland Foundation Special Fund No. 5

Stewart L. and Judith P. Rice Fund

The Cleveland Foundation Special Fund No. 6

William Hughes Roberts Fund

The George W. Codrington Charitable Foundation Fund

Roulston Family Funds (2)

The Donum Fund

Rukosky Family Fund

The James E. and Isabelle E. Dunlap Fund

The Elizabeth and Ellery Sedgwick Fund

The GAR Fund

R.H. Smith Family Fund

The Garda Family Fund

Thomas and Mildred Taylor Fund

Griswold Family Fund

Philip R. Uhlin Fund

Laura R. Heath Fund

Paul A. and Sonja F. Unger Fund

Leaderson Fund

Wellman Philanthropic Fund

Eleanor M. Lewis Fund

Harold L. and Patricia D. Williams Fund

The Lincoln Electric Fund for Excellence in Education

Wipper Family Fund

Robert R. and Ann B. Lucas Fund

The Wolpert Fund

The Thornton D. and Penny P. McDonough Family Fund

The Robert J. and Janet G. Yaroma Family Fund

Agency Endowment Funds The Cleveland Foundation holds and manages the endowments for a number of nonprofit agencies in the Cleveland area, annually directing the income to these agencies for their unrestricted use. T he following nonprofit organizations have established agency endowment funds at the Foundation. These funds may also receive the principal of community pooled income fund gifts after a donorâ&#x20AC;&#x2122;s lifetime. In 1996, new agency endowment funds and additions to existing funds totaled $199,970.

New Agency Endowment Funds Fund

Amount

Donor(s)

Black Professionals Association Charitable Foundation Fund

$10,000

Black Professionals Association Charitable Foundation, Inc.

Federation for Com m unity Planning Health and Human Services Fund

$10,000

Federation for Community Planning

Prevent Blindness Ohio Fund

$10,000

Prevent Blindness Ohio

Total New Agency Endowment Funds

$30,000

Additions to Agency Endowment Funds Fund Aurora Schools Foundation Fund

Am ount $7,500

Friends and Members Endowm ent Fund of St. James A.M .E. Church

$11,220

The Catherine Horstmann Home Endowm ent Fund

$50,500

Lutheran Metropolitan Ministry Association Fund

Donor(s) Aurora Schools Foundation St. James A.M.E. Church

Through a gift to The Catherine Horstmann Home in memory of Martha Frantz Keane:

The F.J. O'Neill Charitable Corporation Through a gift to The Cleveland Foundation: The Catherine Horstmann Home

$100,750

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

Lois J. Zalent, Daniel W. and Nancy A. Zerbey Through gifts to The Cleveland Foundation: Daniel W. and Beatrice Feldman, Wallace C. and

Dorothy Gilbert, L. Richard and Lynne D. Johnson, Timothy L. Nealon, J. Ward Pallotta, Raymond M. and Mary Louise Reisacher, Margaret F. Skelly, Arthur E. and Carolyn W. Van Dyke, Kathryn Ann Whiley

Total Additions to A gency Endowm ent Funds 42

$169,970

Established Agency Endowment Funds American Red Cross, The Greater Cleveland Chapter Fund Aurora Schools Foundation Fund Black Professionals Association Charitable Foundation Fund The Children's Theatre Endowment Fund The Cleveland Hearing and Speech Center Fund The Cleveland Institute of Art Fund Cuyahoga County Public Library Endowment Fund Federation for Community Planning Health and Human Services Fund Friends and Members Endowment Fund of St. James A.M.E. Church Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment Fund Hathaway Brown School Endowment Fund The Catherine Horstmann Home Endowment Fund Hospice of the Western Reserve Fund The Intermuseum Conservation Association Endowment Fund Lesbian/Gay Community Service Center of Greater Cleveland Fund Lutheran Metropolitan Ministry Association Fund Ohio Humanities Council Endowment Fund Prevent Blindness Ohio Fund The Benjamin Rose Institute Fund The Salvation Army of Greater Cleveland Endowment Fund The Endowment Fund for United Way Services

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

New Project Accounts Fund

Amount

Donor(s)

Use of Account

East Cleveland Youth Recreation

$30,000

Attorney General of the State of Ohio

Athletic facilities, equipment or services to public or nonprofit groups and/or facilities

The George Gund Foundation

To assist with expenses related to the work of the Advisory Committee on Governance of the Cleveland Summit on Education

The Ford Foundation

To support the development of an electronic information network of the Ford/Ohio minority teacher consortium

Education Governance Task Force

Ford Foundation Electronic N etw ork

Total New Project Accounts

$7,500

$74,000

$111,500

Additions to Project Accounts Fund Com munity AIDS Partnership

Amount $35

Donor(s) In memory of Charles Andrew Barber: Deborah McColloch

The Findlay-Hancock County Com munity Foundation

$4,000

Dick and Barbara Deerhake, Thomas B. Donnell, Mr. and Mrs. G. Norman Nicholson, Charles J. and Mariann D. Younger

Grantm akers Forum

$3,300

BP Exploration & Oil Inc., The Cleveland-Cliffs Foundation, Greater Cleveland Growth Association

Grantm akers in Aging

$5,300

Florence V. Burden Foundation, The Chicago Community Foundation

Neighborhood Preservation Initiative

$254,397

The Starr Foundation

$50,000

Program

Total Additions To Project Accounts

$317,032

The Pew Charitable Trusts

The Starr Foundation

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. Eight supporting organizations were affiliated with The Cleveland Foundation in 1996, 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 1996 awarded $2,791,418 in grants. The grants listed are for general support unless otherwise noted.

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

Established in 1994 Donor: Cablevision of Cleveland Trustees: Charles L. Patton Jr., William Patmon, Dennis Knowles, Yvonne Pointer, Hilary S. Taylor, Rev. Elmo A. Bean, David G. H i, Michael J. Hoffmann, Steven A. Minter 1996 Grants Cleveland M inority Cable Channel, Inc. • Board training, development and assistance by the Business Volunteerism Council (over two y e a rs ).................................................... $5,000 The Cleveland Foundation (Inc.) • Activities and programs of the Cleveland Minority Cable C h a n n e l................. 1,000,000 Total City of Cleveland's Cable Television Minority Arts and Education Fund Grants . .

$1,005,000

The Alton F. and Carrie S. Davis Fund

Established in 1979 by Mary Jane Davis Hartwell Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., John J. Dwyer, Sally K. Griswold, Harvey G. Oppmann

Trustees:

1996 Grants Apollo's Fire: The Cleveland Baroque Orchestra • Soloists' fees for performances of Handel's Messiah (over two years)..................... $15,000 Dunham Tavern Museum Society of Collectors, Inc. • Construction of education center on Dunham Tavern Museum g ro u n d s................... 2,500 Hopewell Inn, Inc. • Capital campaign

................................................. 7,500

Total Davis Fund G r a n ts .................................... S25.000

The Findlay-Hancock County Community Foundation

Established in 1992 as The Findlay-Hancock County Community Fund of The Cleveland Foundation Grantmaking focus: The City of Findlay and Hancock County

The Findlay-Hancock County Advisory Committee The Hon. Allan H. Davis, Chairperson G. Norman Nicholson, Vice Chairperson Rev. G. Terry Bard Lee R. Luff Patrick W. Rooney Judy Rower James W. Speck The Hon. John P. Stozich Charles J. Younger

Additions in 1996 • New permanent fu n d s.................................... $192,571 • Additions to existing funds ................................ 43,779 • Payments on prior year p led g es.......................... 69,266 • Total 1996 contributions.................................. 305,616*

• O f this amount, $69,266 represents payments against pledges made in a previous year which are not included in the current year's financial statements. The full pledge amount was recognized in the year the pledge was made. 45

New Permanent Funds Joseph R. and Westelle L. Browne Fund George H. Koepke and Helen K. Koepke Charitable Remainder Unitrust The United Way of Hancock County Fund

Additions to Permanent Funds The Pfeiffer Family Fund G. (Bud) and Valerie Poole Fund The Thomas Richard Shoupe M.D. Scholarship Fund Linda B. Ziegler Scholarship Fund

Additional Gifts Florence G. Collins Estate Findlay Alumnae Chapter of Delta Zeta

Payments on Prior Year Pledges Dr. and Mrs. Frederick C. Aldrich Robert and Paula Beach Cooper Tire and Rubber Company Fund Ivan W. and Dorothy Gorr Hancor Incorporated Girard and Mera Jetton KeyBank James L. and Rebecca Kirk Dick and Lynn McCord Mid American National Bank & Trust Company National Lime and Stone Company The Ohio Bank OHM Corporation Esther Orndorff Nik and Betsy Pry James and Eleanor Speck

Permanent Funds of the Findlay-Hancock County Community Foundation Gertrude 0. Anderson Funds (2) of The Findlay-Hancock County Community Foundation Bank One Fund Mr. & Mrs. Richard P. Barchent Fund Joseph R. and Westelle L. Browne Fund James F. and Mary Alys Brucklacher Charitable Remainder Annuity Trust Cooper Tire and Rubber Company Fund Dick and Barbara Deerhake Fund Thomas B. Donnell Donor-Advisor Fund Fifth Third Bank of Northwestern Ohio Fund G. Richard & Beverly Fisher Fund Findlay Industries, Incorporated Fund The Findlay Publishing Company Fund Friends of The Findlay-Hancock County Public Library Fund Philip D. Gardner Fund Ivan and Dorothy Gorr Fund Hancor, Incorporated Fund George H. Koepke and Helen K. Koepke Charitable Remainder Unitrust Marathon Oil Company Fund Dick and Lynn McCord Fund National Lime and Stone Company Fund Norman and Jane Nicholson Fund The Ohio Bank Fund OHM Corporation Fund G. Tom and Esther Orndorff Fund The Pfeiffer Family Fund 46

G. (Bud) and Valerie Poole Fund The Thomas Richard Shoupe M.D. Scholarship Fund Dr. Raymond and Jane Tille Fund The United Way of Hancock County Fund Deborah Ruth Wall Fund Whirlpool Corporation Fund Charles J. Younger Donor-Advisor Fund Mariann D. Younger Donor-Advisor Fund Linda B. Ziegler Scholarship Fund

1996 Grants The Cleveland Foundation (Inc.) • O perating budget of The Findlay-Hancock

County Community Foundation for 1996 ...........$2,265 • Scholarship support from the Linda B. Ziegler Fund to graduates of Findlay High S c h o o l............. 1,000 • Swim scholarship support from the Linda B. Ziegler Fund to graduates of Findlay High School ............... 500 • Scholarship support from the Thomas Richard Shoupe, M.D. Fund to students pursuing studies at accredited co lleg e s................................................ 400 The Findlay-Hancock County Com munity Foundation • Consultant assistance for assessment of scholarship administration .................................6,000 The Findlay Service League • Start-up support for the Kindergarten-Findlay After and Before School Session program ............. 5,000 Friends of the Findlay-Hancock County Public Library • Program support and capital im provem ents.............103 Hancock County Agricultural Society • Feasibility study on relocating the fairgrounds . . . . 5,000 Total Findlay-Hancock County Com munity Foundation G r a n t s ..............................................S20.268

Goodrich Social Settlement

Affiliated in 1979 Grantm aking interests: Goodrich-Gannett and Lexington-Bell

neighborhood centers Donors: Robert R. Rhodes Testamentary Trust, Ellen

Garretson Wade Memorial Fund Trustees: S. Sterling McMillan III, Richard W. Pogue, David G.

Hill (completed term March 1997), Ann L. Marotta, Michael J. Hoffmann (effective April 1997), Steven A. Minter Additions in 1996: $45,349

1996 Grants Goodrich-Gannett Neighborhood Center . . . . $34,000 Lexington-Bel! Community C e n te r ...................... 40,000 • Operating loan

.......................................................9,000

Total Goodrich Social Settlement G r a n ts ........ $83.000

The Greater Cleveland Community Shares • Intern/volunteer program ....................................... 3,000 Greater Cleveland Habitat for Humanity, Inc. . . . 3,500 Hopewell Inn, Inc. • Capital campaign

..................................................9,500

Hospice of the Western Reserve, Inc. • Strategic plan ........................................................ 5,000 The Musical Arts A s s o c ia tio n ................................ 2,500

The Higley Fund

New Life C o m m u n ity ............................................. 2,500

Established in 1994 by Beverly G. and Albert M. Higley Jr. Trustees: Albert M. Higley Jr., Beverly G. Higley,

James M. Delaney, Sally K. Griswold, Steven A. Minter Additions in 1996: $497,831

1996 Grants American Cancer Society, Cuyahoga County Unit • Hope Lodge

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

American Red Cross, Greater Cleveland Chapter • Shelter trailer.........................................................10,000 Julie Billiart School • Tuition assistance for low-income students ...........7,500 Case Western Reserve University • Mildred S. Higley Scholarship Fund at Mandel School of Applied Social S cien ce s............. 7,500 • Veale Convocation, Recreation and Athletic Center (over four y e a r s )........................ 100,000 CLEAN-LAND, O H I O ................................................2,500 Cleveland Botanical Garden • "Green Corps" summer youth job training initiative ................................................................. 5,000 The Cleveland Music School Settlem ent

The Ohio State University Research Foundation, Columbus, Ohio • Cultivating Our Community urban gardening program by OSU Extension Service: Cuyahoga County (over two y e a rs ).......................................10,000 The Parks System Trust Fund of W heeling, W est Virginia • General support of Oglebay Park ..........................5,000 Playhouse Square F o u n d a tio n .............................. 2,500 The Salvation Army of Greater C le v e la n d ........ 10,000 Therapeutic Riding Center, Inc. • Capital campaign ................................................. 2,500 University Circle Incorporated • Landbanking program ........................................... 5,000 Vocational Guidance Services • Specialized placement program for the visually impaired ........................................... 13,000 The Western Reserve Historical Society • Phase III exhibits for the Charting New Directions project......................................... 10,000 Total Higley Fund G r a n t s ................................ $261.500

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

Cleveland Scholarship Programs, Inc. • Scholarship support for nontraditional students . . . 5,000 The Cleveland Society for the B lin d ......................2,500

The McDonald Fund

Educational Television Association of Metropolitan Cleveland, W V IZ - T V ........................2,500 The Free Medical Clinic of Greater Cleveland . . . 5,000 Friends of Project: LEARN, Inc................................. 2,000 Goodrich-Gannett Neighborhood Center • Comprehensive program for 13-15 year olds (over two years) ............................................10,000

Established in 1984 by Charles R. McDonald Grantmaking focus: Entrepreneurial education for youth Trustees: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth,

David G. Hill, Steven A. Minter

No grants were made in 1996.

Global Issues Resource Center • Marketing plan ...................................................... 3,000 Great Lakes Theater Festival • Education programs for students and adults .........5,000

The Sherwick Fund

Affiliated in 1973 John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin, James E. Bennett III, James M. Delaney, David G. Hill 1996 Grants Alzheimer's Disease and Related Disorders Association, Inc. • Equipment and operating support to electronically connect two o ffic e s ................. $10,200 Am erican Cancer Society, Cuyahoga County Unit • Hope Lodge ........................................................ 10,000 American Red Cross, Greater Cleveland Chapter • LifeSkills for Youth program ................................ 28,000 Julie Billiart School • Faculty in-service training program ..................... 10,000 Cleveland Ballet • Special Funds Goal (over two years) Cleveland Botanical Garden

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

................................ 2,700

The Cleveland Clinic Foundation • Research and Education Institutes (over four years) ............................................... 450,000 The Cleveland Health Education Museum dba The Health M u s e u m .......................................2,700 The Cleveland Initiative for Education • Operating su p p o rt............................................... 15,000 The Cleveland Museum of A r t .............................. 2,700 Cleveland Museum of Natural H is to ry ................. 2,700 Cleveland Public Radio - WCPN-FM • Research assistance on effectiveness of programming ..................................................15,000 Cleveland Scholarship Programs, Inc......................2,700 • Scholarship support for nontraditional students . . 10,000 Cleveland Zoological S o c ie t y ................................ 2,700 • Introduction of trumpeter swans to the state of Ohio (over five y e a rs ).............................. 32,800 Dunham Tavern Museum Society of Collectors, Inc. • Construction of education center on Dunham Tavern Museum grounds ........................2,500 Educational Television Association of M etropolitan Cleveland, W V IZ - T V ........................2,700 Fine Arts Association ............................................. 2,700 The Foundation Center, New York, New York • Operating support for The Foundation Center - Cleveland ................................................2,700 The Free Medical Clinic of Greater Cleveland 48

. . 3,700

The Friends of the Cleveland School of the Arts • Transitional support for development program . . . 10,000 Full Circle Alternatives • Acquisition of larger facility ................................. 40,000 • Consultant assistance.............................................. 3,000 Greater Cleveland Neighborhood Centers A sso cia tio n ............................................................... 2,700 Hawken School • Start-up support for the Lincoln Reavis Teaching Foundation for the Humanities (over five y e a r s ).................................................. 250,000 Health Hill Hospital for Children • Design and renovation of space for a day hospital .................................................. 25,400 The Holden Arboretum

......................................... 2,700

Hopewell Inn, Inc. • Capital cam paign.................................................. 15,000 Hospice of the W estern Reserve, Inc. • Strategic plan ...................................................... 10,000 Kirtland Public L ib r a r y ............................................2,700 Lake County Y M C A

................................................ 2,700

Lake Erie College • The Arthur S. Holden College Center

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

The Musical Arts A s s o c ia tio n .................................2,700 Old Stone Historical Preservation Society, Inc. • Rededication Campaign for stone cleaning and repairs of the Old Stone Church facade . . . . 10,000 Playhouse Square F o u n d a t io n .............................. 3,600 Preterm Cleveland, Inc............................................. 2,700 Towards Employment, Inc........................................2,700 United Negro College Fund, Inc. of Cleveland

. . 2,700

United W a y of Lake County, Inc........................... 10,300 United W a y S e rv ic e s .............................................. 25,000 The W estern Reserve Historical S o c ie t y ............... 2,700 Total Sherwick Fund Grants

........................ S1.073.100

s3Si& & 2_

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, Rev. Elmo A. Bean (effective May 1996), Henry L. Zucker, Henry J. Goodman, Jerry V. Jarrett, Albert B. Ratner 1996 Grants Berea Children's Home and Family Services • Evaluation of program for abused children (over two y e ars).................................................. $15,000

N ew Organization for the Visual Arts (NOVA) • Expansion of community-based Art in Special Places prog ram s.....................................6,800 The Ohio State University Research Foundation, Columbus, Ohio • Cultivating Our Community urban gardening program by OSU Extension Service: Cuyahoga County (over two y e a rs )....................................... 10,000 Total Treu-Mart Fund Grants ..........................S323.550

Julie Billiart School • Faculty in-service training program ........................ 7,500 Business Volunteerism Council • Services to nonprofit organizations......................10,000 Child Care Resource Center of Cuyahoga County dba Starting Point • Operating support and strategic plan

....................21,000

City Year Inc. • "Playground Build" project................................... 10,000 Cleveland Botanical Garden • Horticulture internship program ............................ 6,250 Cleveland College of Jew ish Studies • Presentation of "From the Ends of the Earth: Judaic Treasures of the Library of Congress" . . . . 20,000 The Cleveland Initiative for Education • Operating su p p o rt................................................ 10,000 Cleveland Opera • Children's opera based on Aesop's fables

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

The Cleveland Play House • Presentation of "Anne Frank in the World" exhibit ................................................................. 10,000 Cornucopia, Inc. • Equipment for Nature's Bin in Cleveland Heights ............................................ 20,000 Goodrich-Gannett Neighborhood Center • Comprehensive program for 13-15 year olds . . . . 10,000 Jewish Community Center of Cleveland • Operating support for Kaleidoscope and Sibshops special needs projects (over two years).................................................... 30,000 Jewish Family Service Association of Cleveland, Ohio • Demonstration project for services to victims of family violence (over two y e a rs )........... 85,000 • Home delivered meals to frail elderly.................... 27,000

he financial markets o f 1996, like those of 1995, continued to provide excellent returns

for T he C leveland Foundation. A t December 31, 1996, the assets were $1,021,004,865, a major milestone in our 83-year history. T he Foundationâ&#x20AC;&#x2122;s investment managers generated $36,267,382 of income from investments and $109,520,493 of net realized and unrealized gain. New gifts of $9,263,867 added new permanent funds of $7,054,490 and made $2,209,377 available for distribution in 1996. Together with miscellaneous income o f $241,559 the revenues, gains and other support totaled $155,293,301 compared with $203,263,570 in 1995.

Financial PROPERTY & OTHER INVESTMENTS 2 % CASH & SHORT TERM INVESTMENTS 7 % MUTUAL FUNDS 5 % FIXED INCOME 24 % EQUITIES 62 %

N et realized and unrealized gain was the most significant differ ence between the past two years. N et realized and unrealized gain was $49,855,185 higher in 1995 than in 1996, a variance related primarily to the difference in returns for large cap dom estic equities. Returns for the S & P 500 Index in 1995 were 37.6 percent, compared to 23.0 percent for 1996. The Foundation’s assets contin ued to be invested primarily in large cap domestic equities, which repre sented 85.9 percent of the portfolio’s equity position and provided the highest returns of the major asset

The Foundation implemented a spending policy in early 1996 with two long-term objectives: to maintain the purchasing power of the assets over time, and provide a consistent and steady stream of resources to the community. We will monitor the new policy’s effects during the short term to determine if the policy will be suc cessful in attaining these objectives

classes. We began the year with

and if any modifications are necessary. During 1996 we divided the

positions in equities and mutual

Board of Trustees’ Investment and

funds totaling approximately 67 per cent of the assets. A t year end, these positions were similar at 66 percent.

Development subcommittee to insure that adequate time was available to address both functions.

Highlights '96 Investment income of $36,267,382, combined with m iscel

T he new Investment subcommittee, chaired by John Sherwin Jr., has

laneous income of $241,559 and

assumed the role of monitoring the

$2,209,377 of gifts available for

Foundation’s investment function

spending, provided $38,718,318 in

and investment managers. We

resources to support the $38,538,213

believe this step will strengthen

of grants and expenses incurred in

asset management and better fulfill

1996. Expenses were $2,707,129

our stewardship of assets donated

higher in 1996 than in 1995, with

to the community.

a 7 percent increase in grantmaking of $1,972,542. Trustee and invest ment m anagement fees combined with administrative expenses totaled $8,198,904- This amount represents approximately 80 basis points, or less than 1 percent o f total assets. 51

Report of Independent Auditors

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, 1996 and 1995

and the related statements of activities and cash flows for the two years then ended. These financial statements are the responsibility of the Foundationâ&#x20AC;&#x2122;s management. Our responsibility is to express an opinion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted 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. A n audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. A n audit also includes assessing the accounting principles used and significant estimates made by manÂ agement, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of T he Cleveland Foundation as of December 31, 1996 and 1995 and the results of its activities and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

Cleveland, Ohio April 4, 1997

Statements of Financial Position of The Cleveland Foundation

DECEMBER 31

1995

1996

Cash and cash equivalents

Short-term investments

687,976

643,754

56,710,832

55,918,682

21,415,055 14,370,441 69,447,497 5,940,297 826,641,063 9,601,263

20,251,843 14,353,347 65,600,709 3,824,329 720,967,074 8,486,501

947,415,616

833,483,803

12,643,319

10,664,074

3,547,122

2,031,739

$1,021,004,865

$ 902,742,052

Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Common investment funds Mutual funds

Other investments Property and other assets

Accounts payable and accrued expenses

3,049,708

1,557,930

12,326,155

12,310,208

3,581,890

3,289,530

1,301,705 888,429

1,183,840 972,347

Total board designated

2,190,134

2,156,187

Total unrestricted

5,772,024

5,445,717

Temporarily restricted

250,878,685

235,817,875

Permanently restricted

748,978,293

647,610,322

1,005,629,002

888,873,914

$1,021,004,865

$ 902,742,052

Grants payable Net assets: Unrestricted: For grantmaking purposes Board designated: For administrative purposes Property

See notes to financial statements.

Statements of Activities

of The Cleveland Foundation

--------------

YEAR ENDED DECEMBER 31, 1996 -

TEMPORARILY

RESTRICTED

UNRESTRICTED

Received from donors

$ 213,440

Dividend income Interest income

1,995,937

7,054,490

1,247,068 212,566

Common trust fund income

4,969,427 28,826

Common investment fund income

22,457,596

Partial benefit fund income

7,351,899

Distribution of estate income Other income

PERMANENTLY RESTRICTED

754 78,582

Net unrealized and realized investment gains

132,860

29,363

16,437,553

93,082,940

Net assets released resulting from satisfaction of donor and program restrictions

38,359,932

(38,359,932)

Total revenues, gains and other support

38,864,520

16,261,988

100,166,793

16,261,988

100,166,793

Trustee and investment management fees Other expenses Grants expensed Administrative expenses: Grantmaking Philanthropic services Special projects Development Fund management Total administrative expenses Total expenses Increase in net assets

3,728,992 32,682 30,306,627

1,886,684 418,994 442,481 1,280,877 440,876

4,469,912 38,538,213 326,307

Transfers Net assets at beginning of year Net assets at end of year

See notes to financial statements.

(1,201,178)

1,201,178

5,445,717

235,817,875

647,610,322

$5,772,024

$250,878,685

$748,978,293

TOTAL

9,263,867

H TEMPORARILY RESTRICTED

UNRESTRICTED

67,281

1,247,068

1,440,289

PERMANENTLY RESTRICTED

9,807,995

TOTAL

$ 11,315,565

1,694,342

4,733,687

4,860,500

28,826

922,106

22,457,596

17,825,333

7,351,899

6,903,520

754

71,668

179,564

294,858

5,181,993

240,805

126,813

115,294

109,520,493

7,708,500

36,326,073

(33,791,880)

151,667,178

159,375,678

(2,534,193)

155,293,301

36,635,461

3,728,992

3,384,566

32,682

26,112

30,306,627

28,334,085

1,886,684

1,970,816

418,994

415,784

442,481

342,565

1,280,877

1,307,323

440,876

49,833

4,469,912

4,086,321

38,538,213

35,831,084

116,755,088

804,377

7,687,129

158,940,980

179,036,356

(179,036,356)

203,263,570

167,432,486

888,873,914

4,641,340

49,094,390

667,705,698

721,441,428

$1,005,629,002

$5,445,717

$235,817,875

$647,610,322

$888,873,914

Statements of Cash Flows of The Cleveland Foundation

YEAR ENDED DECEMBER 31

1996

1995

Increase in net assets

$1 16,755,088

$167,432,486

Adjustments to reconcile increase in net assets to net cash used for operating activities: Depreciation and amortization Net unrealized and realized investment gains (Increase) decrease in other assets Increase in accounts payable and accrued expenses Increase in grants payable Contributions restricted for long-term investment Contributions of securities

209,254 (109,983,882) (1,621,289) 1,491,778 15,947 (9,050,427) (4,252,848)

(158,887,963) 2,257,473 753,633 605,294 (11,248,284) (7,134,382)

(6,436,379)

(6,002,626)

(103,342)

(91,111)

Net cash used for operating activities

Purchase of property

219,117

Proceeds from maturities and sales of short-term investments, securities and other investments

261,502,160

691,702,168

(263,968,644)

(696,730,589)

(2,569,826)

(5,119,532)

Proceeds from contributions restricted for: Investment in permanently restricted Investment in temporarily restricted

7,054,490 1,995,937

9,807,995

Net cash provided by financing activities

9,050,427

11,248,284

44,222

126,126

643,754

517,628

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

Net increase in cash and cash equivalents

Cash and cash equivalents at beginning of year

Cash and cash equivalents at end of year

See notes to financial statements.

687,976

1,440,289

643,754

Notes to Financial Statements December 3 1 , 1 996 and 1995

A. Organization The C leveland Foundation is a not-for-profit organiza

with published standards established by T he Cleveland

tion established in 1914- T he mission statement of The

Foundation. In accordance with the Resolutions of Trust, permanently restricted net assets may be released to

Cleveland Foundation is “to enhance the quality of life for all citizens of G reater Cleveland, now and for genera tions to come, by building community endowment, addressing needs through grantmaking and providing leadership on key community issues.”

unrestricted net assets in certain limited circumstances. N et assets are released from donor restrictions by incur ring expenses including grants authorized that satisfy the restricted purposes or by occurrence of other events spec ified by donors. The Cleveland Foundation considers all highly liquid

B. Significant Accounting Policies The financial statements include the accounts of The Cleveland Foundation (“charitable corporation”), The Greater Cleveland Foundation, T he 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 Findlay-Hancock County Community Foundation, The Goodrich Social Settlement Fund, The Higley Fund, The M cDonald Fund and The Sherwick 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 expenditures of these supporting organiza tions for specific charitable purposes. Interorganizational

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 conformity with generally accepted accounting principles 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 statements and the reported amounts of revenues and expenses during the reported period. Actual results could differ from the estimates. Certain 1995 amounts have been reclassified to con form to 1996 classifications.

transactions and accounts have been eliminated. The Cleveland Foundation reports gifts of cash and

C. Adoption of Spending Policy

other assets as restricted support when they are received

Effective January 1, 1996, The Cleveland Foundation

with donor stipulations that limit the use of the donated

adopted a spending policy to calculate the amount of grantmaking dollars available each year. T he spending policy was developed in collaboration with The

assets. W hen the intent of the donor is that the assets are to remain in perpetuity, the assets are reported as permanently restricted, subject to the donations covered by the spending policy (see N ote C ). T he investment

Cleveland Foundation’s trustee banks. T he spending policy calculates the current year’s grantmaking dollars

income generated by these assets (excluding net unreal

by a formula combining a percentage of “prior year”

ized and realized investment gains and losses) is reported the donor is fulfilled. W hen a donor restriction expires,

available dollars with the market performance of investments over the previous 12 quarters. A s a result of adopting the spending policy as of December 31, 1995,

that is, when a stipulated time restriction ends or pro

The Cleveland Foundation transferred approximately

as temporarily restricted until the program restriction of

gram restriction is accomplished, temporarily restricted

20 percent of permanently restricted net assets to

net assets are released to unrestricted net assets and

temporarily restricted net assets.

reported in the statement of activities as net assets released from restrictions. Temporarily restricted net assets are available for program purposes in accordance 57

D. Securities and Other Investments

E. Partial Benefit Funds

Securities and other investments are reported at their

Partial benefit funds generally provide, each in varying

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

amounts, for payment o f annuities to certain individuals,

the last business day of the year; investments traded in

payment of the balance of the income to T he Cleveland

the over-the-counter market and listed securities for

Foundation (“community trust” ). T he total market

which no sale was reported on that date are valued at fair value based upon the most recently reported bid

panying statements since T he Cleveland Foundation

trustees’ fees and other expenses of the trusts, prior to

values of partial benefit funds are included in the accom

prices. Short-term investments are valued at cost which

(“community trust”) ultimately will receive the entire

approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks.

income of such funds. In 1996, T he C leveland Foundation (“community trust” ) received approximately 83 percent (83 percent in 1995) of the aggregate income

The Cleveland Foundation adopted SFA S No. 124,

of the various partial benefit funds. T he market value of

Accounting for Certain Investments Held by Not-for-Profit

partial benefit funds was $245,864,622 at December 31,

Organizations effective January 1, 1996. The provisions

1996 ($217,012,594 at December 31, 1995).

of this statement require that marketable securities be mea sured at fair value. A s The Cleveland Foundation cunently reports securities at their market value, the adoption of the statement did not have a material impact on the statement of financial position or statement of activities. 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 differ ence 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 com mon investment funds which allow for the commingling of various trust assets into common investment funds. The common investment funds are maintained at three sepa rate trustee banks, and investment in the funds is limited only to the trust funds of The Cleveland Foundation. In 1995 and 1996, The Cleveland Foundation substantially completed its transfer of securities maintained in individ ual trust funds to the common investment funds. Market value of investments held by the common investment funds consists of the following: i------- DECEMBER 31-------- ,

1996

1995

$ 10,719,022

$ 19,892,008

141,575,408

118,753,899

68,685,789

50,026,928

Common and preferred stocks

462,698,713

462,376,575

Common trust funds

128,044,274

67,986,063

13,743,069

777,723

1,174,788

1,153,878

Short-term investments U.S. Government obligations Bonds

Mutual funds Other investments

$826,641,063 $720,967,074

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 Com m ittee that are payable upon the performance of specified conditions by the grantee are not reflected in the accompanying statements of activities until the specified conditions are satisfied. The following summarizes the changes in grants payable:

1996

1995

$12,310,208

$11,704,914

Unconditional grants expensed

30,306,627

28,334,085

Payments made

(30,290,680)

(27,728,791)

Grants payable at beginning of year

Grants payable at end of year $12,326,155

$12,310,208

Grants payable at December 31, 1996 are scheduled to be disbursed as follows: 1997 - $8,413,212 1998 - $2,376,912 1999 - $1,182,033 2000 and thereafter — $ 354,000 In 1996, T he Cleveland Foundation authorized grants in the amount of $30,926,736 ($27,435,756 in 1995) of which $3,434,901 ($1,900,378 in 1995) were conditional and are not reflected in the accompanying financial statements. T he Cleveland Foundation had authorized conditional grants of $7,422,800 and $8,438,754, at December 31, 1996, and 1995, respectively.

G. Administrative Expenses

I. Operating Leases

A dm inistrative expenses, as reported on the statements of activities, consist of the following:

T he Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five-year I

1996

1995

$2,188,636

$2,025,948

Employee benefits

336,910

327,339

Occupancy and office expense

733,704

670,710

Professional and consulting fees and staff expenses

800,752

526,071

Other

409,910

536,253

$4,469,912

$4,086,321

Salaries

terms. Rental expense was $320,883 ($322,357 in 1995). Future minimum rental payments at December 31, 1996, under the non-cancelable operating lease are as follows: $304,465

1997 1998 1999 2000

2001 thereafter

$310,444 $316,681 $323,122 $329,562 $606,300

J. Retirement Plan The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages of salary,

H. Supporting Organizations Total assets of the supporting organizations which are included in the statem ent of financial position are comprised o f the following:

DECEMBER 31 -------

1996

1995

$ 4,248,321

$ 4,563,602

The Davis Fund

1,516,796

1,301,644

The Findlay-Hancock County Community Foundation

1,974,870

1,434,448

The Goodrich Social Settlement Fund

1,431,417

1,282,078

The Higley Fund

3,498,016

2,742,295

The McDonald Fund

1,272,382

1,304,631

20,425,253

17,649,261

$34,367,055

$30,277,959

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

The Sherwick Fund

for all employees. Retirement plan expense for 1996 was $177,371 ($169,799 in 1995). A ll contributions under the plan are funded and vest with employees as made.

K. Income Taxes The Internal Revenue Service has ruled that the charita足 ble 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.

The Treu-Mart Fund is a supporting organization of both T he Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of T he Treu-Mart Fund are not included in these financial statements. Market value of investments held by T he Treu-Mart Fund at December 31, 1996 totals $13,825,288 ($12,586,337 at December 31, 1995). 59

Investment Managers

Trustee Banks

Findlay Area Investment Managers

Bank One Ohio Trust Company, NA 600 Superior Avenue Cleveland, OH 44114-0183

A. G. Edwards & Sons, Inc. 108 East Sandusky Street Findlay, OH 45840

First National Bank of Ohio 123 West Prospect Avenue Cleveland, OH 44115-1070

Bank One Ohio Trust Company, NA 500 South Main Street Findlay, OH 45840

The Huntington Trust Company, NA 917 Euclid Avenue Cleveland, OH 44115

Fifth Third Bank of Northwestern Ohio, NA 337 South Main Street Findlay, OH 45840

Key Trust Company of Ohio, NA 127 Public Square, 17th Floor Cleveland, OH 44114-1306

Key Trust Company of Ohio, NA 418 South Main Street Findlay, OH 45840

National City Bank 1900 East Ninth Street Cleveland, OH 44114-3484

McDonald & Com pany Securities, Inc. 400 South Main Street Findlay, OH 45840

Non-Trustee Investment Managers Gries Financial Corporation 1801 East Ninth Street, Suite 1600 Cleveland, OH 44114-3100

Mid American National Bank & Trust Company 127 East Main Cross Findlay, OH 45840

The Investment Fund for Foundations P.O. Box 5165 Charlottesville, VA 22905

The Ohio Bank 236 South Main Street P.O. Box 300 Findlay, OH 45839

McDonald & Company Securities, Inc. 800 Superior Avenue, Suite 2100 Cleveland, OH 44114

The Peoples Banking Company 301 South Main Street Findlay, OH 45840

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 The Galleria & Tower at Erieview 1301 East Ninth Street, Suite 1414 Cleveland, OH 44114

Applying For a Cleveland oundation Grant

Grant Eligibility

The Process

We make most of our grants to tax-

The appropriate program officer and the associate director thoroughly review your proposal and prepare a written evaluation. A subcommittee

exempt, private agencies classified as 501(c)(3) organizations, public chari ties under the law. We make some grants to governm ental agencies, but we do not make grants to individuals.

Grant Periods M ost grants are one-year awards. Multi-year grants undergo a perfor mance review at the end of each year before we release funds for the following year.

of the Board of Trustees considers the proposal and makes a recommenda tion to fund, decline or defer it. The full Board then takes final action.

new ideas. We award grants in six

First-Time Grantseekers

Deadlines

program areas: civic affairs, cultural affairs, economic development, edu

First, contact the Foundation for a copy of Guidelines for G rantseekers,

In order for us to give each proposal

cation, health and social services. In general, the programs we consider for support are in Greater

a booklet with helpful information about preparing a grant proposal. We recommend you then send a letter,

Cleveland or will directly benefit Greater Cleveland residents. Some

including information on your project and whom it will benefit, to the asso

agencies or interests in other communi

ciate director’s attention. Our staff is

ties may be eligible for grants if a donor

eager to help grantseekers prepare

has directed that they be supported

good proposals, and may arrange to talk informally before the grant appli

We look for creative projects designed to meet community needs, address public policy priorities, or test

with income from his or her gift. We ordinarily do not support endowments, membership drives or

the time and attention it deserves, deadlines for full proposals fall approximately three months prior to the quarterly Board meetings.

Full Proposal Deadline December 31 ► March board meeting March 31 ► June board meeting June 30 ► September board meeting September 15 ► December board meeting

cation process begins. Write your full proposal clearly

fundraising projects, travel when it is

and simply. Include information on

At the End of the Grant Period

the proposal’s primary focus, or publi

your agency’s background, the project

cations and videotapes unless they

you propose, plans for implementa

We require a final narrative and fiscal report on all projects we fund. The

fall within a promising project.

tion, plans to continue the work after

fiscal report must cover the entire

Because the Foundation is nonsec-

the funding period, evaluation plans

project period and your agency’s fiscal

tarian, we do not support religious

and a detailed project budget.

officer or treasurer must sign it. The

organizations for religious purposes.

narrative must include an evaluation of the project’s effectiveness.

Total 1996 Grant Authorizations Percentage of Total Grants and Program-Related Investments Authorized

Civic Affairs

$ 2,171,572

6,739,134

1,894,313

Education

5,352,744

Health

5,935,784

Social Services

4,801,922

Geographic Funds

784,489

Special Philanthropic Services

436,895

4,810,665

2,791,418

Cultural Affairs Economic Development

Other Disbursements Supporting Organizations

Total

100%

$35,718,936

Grants listed in this report represent the total authorizations made in 1996. 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 Affairs Grants

Cleveland Botanical Garden • "Green Corps" youth summer job training initiative ................................................ $20,900

Cuyahoga County Bar Foundation • Public Servants Merit Award Luncheon (over three y e ars).................................................... 2,700

City of Cleveland • Legal assistance by Cleveland Municipal Court to elderly, mentally ill and indigent homeowners living in substandard housing (over 15 months) . . 30,000 • Retreat for members of Task Force on Black on Black Crime .......................................................5,000 • Staff training and development needs assessment study of Cleveland Municipal Court .................... 37,600

Cuyahoga Valley Association, Peninsula, Ohio • Cleveiand-area participation in Cuyahoga Valley Environmental Education C e n te r ............... 30,000

Cleveland Developm ent Foundation • Holiday lighting at Public Square............................ 5,000

Dunham Tavern Museum Society of Collectors, Inc. • Education center on grounds of the Dunham Tavern M u s e u m ..................................... 20,000

Cleveland Housing Network, Inc. • Maintenance assessment of housing developed for low-income families ....................................... 30,500

The Earth Day Coalition • EarthFests in 1997 and 1998 (over two years) . . . 14,000

Cleveland Neighborhood Developm ent Corporation • Staff support for education p rogram s................. 37,500 Cleveland Ohio Lecture Series, Inc. • Marketing plan for Town Hall Cleveland to diversify its audience (over three years) ............... 15,000 Cleveland Restoration Society • Lighting steeples of religious institutions visible from Interstate 71 on the southwest side of Cleveland . . 5,000 • Neighborhood Historic Preservation Program . . . . 51,000 • Renovation of the Sarah Benedict H o u s e ........... 100,000 Cleveland State University Foundation, Inc. • Analysis of Ohio metropolitan zoning patterns by the Maxine Goodman Levin College of Urban A ffairs........................................................... 7,555 • Minority Internship Program by the Ohio City Management Association .............................. 4,224 Cleveland Tenants Organization • Local council of tenant organizations in subsidized housing .............................................. 22,144 The Cleveland Tom orrow Project, Inc. dba Cleveland Tom orrow • Update of the Civic Vision 2000 Downtown Plan . . 55,000 Cleveland Works, Inc. • Computer training p ro g ra m ................................... 4,700 • Pre-Trial Diversion and Alternative Sentencing project................................................ 40,000 Committee for Public Art • Neighborhood public art projects ........................ 40,000 • Public art and design plan for downtown Cleveland ............................................................. 60,000

D ow ntow n Developm ent Coordinators • Economic and design analysis of Euclid Avenue . . 50,000 • Presentation materials for the Urban Land Institute Conference ............................................. 5,000

El Barrio Incorporated • Job counselor (over three years) .......................... 24,838 Environmental Health W atch • Programs for parents of lead-exposed children . . . 25,941 Euclid Community Concerns • Staff suppo rt........................................................ 11,475 Forest Hill Park Conservancy • Study of public/private park partnerships.............17,245 Greater Cleveland Habitat for Humanity, Inc. • Urban Initiative Program ....................................... 40,000 Greater Cleveland Roundtable • Film on a local community's integration efforts . . . 77,692 Greater Kansas City Community Foundation, Kansas City, Missouri • Development of foundation consortium for the Empowerment Zone program (over three years) . . 30,000 Hard Hatted W om en of Cleveland, Inc. • Pre-apprenticeship training program (second y e a r )........................................................ 17,500 Heights Com munity Congress • Fair housing monitoring and diversity training for Cleveland Heights-University Heights City School District students (over two y e a r s )............. 32,000 The Historic G atew ay Neighborhood Corporation • Development activities to stimulate creation or adaptive reuse of area buildings for residential purposes (over two years)................... 50,000

Civic Affairs

continued

INFORM, Inc., New York, New York

River Run Arts-Earth Studies, Inc., Peninsula, Ohio

• Waste reduction program at four Northeast Ohio colleges ...................................................... 15,000

• Scholarships to campers from Cleveland for the 1996 summer session . . .............................

Lake Erie Nature and Science Center

Shaker Lakes Regional Nature Center

• Development of a resource center for teachers and students.....................................31,000

• Public awareness initiative

League of Women Voters of Cleveland Educational Fund, Inc. • Citizen Initiatives for the 21st Century Program . . 51,260

League of Women Voters of Ohio, Columbus, Ohio • County government education project ................. 5,000

Lutheran Housing Corporation • East Cleveland Housing Program (over two years) . . 120,000

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

Substance Abuse Initiative of Greater Cleveland ........................ 60,000

• Neighborhood Safe Zone project

Towards Employment, Inc. • Executive leadership transition

............................ 10,833

Vocational Guidance Services • Welding skills training pilot p rogram .................... 50,000

Total Board Designated G r a n ts .................. $1,674,584

Maingate Business Development Corporation • Project linking businesses in the Maingate area with job-ready neighborhood residents . . . . 10,268

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

National Forum for Black Public Administrators, Washington, D.C. • Local broadcast of national teleconference on affirmative action ............................................. 3,500

National Urban Fellows, Inc., New York, New York • National Urban Fellow in City of Cleveland administration (over two years)............................ 30,000

Cleveland Zoological Society

............................... $134

Geauga Park D istrict............................................... 670 The Women's City Club of Cleveland • Educational lectures .................................................. 594

Total Donor Designated G ra n ts .............. ..

$1.398

Neighborhood Funders Group, McLean, Virginia • Annual conference in C levelan d ............................ 5,000

Donor Advised Grants

Neighborhood Progress, Inc.

Grants are for general support unless otherwise noted.

• Brownfield Action P la n ......................................... 37,500 • Home repair planning p ro ject.............................. 20,000

CLEAN-LAND, OHIO

............................................. $500

• 1996 spring planting program

............................ 78,265

The Newcomen Society of the United States, Exton, Pennsylvania

Cleveland Bicentennial Commission

• Annual dinner honoring the City of Cleveland . . . 20,000

• Great Lakes Science Center's Gala

Northeast Ohio Areawide Coordinating Agency

City of Cleveland

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

• Regional retail market analysis ............................ 36,200

• Bulletproof vests for the police cadet class of 1996 ............................................................... 61,275

Ohio CDC Association, Columbus, Ohio

Cleveland Development Foundation

• Individual Development Account project to help low-income people accumulate savings (over two ye ars).................................................... 30,000

• Greater Cleveland Growth Association......................600 • Jobs and Workforce Initiative by Greater Cleveland Growth Association .......................... 300,000

The Old Stone Foundation

Cleveland Restoration Society

• School-to-Work Transition Program ........................8,000

Crime Stoppers of Cuyahoga County, Inc................ 250

Public/Private Ventures, Philadelphia, Pennsylvania

The Daily Planet, Inc., Richmond, V irg in ia .......... 2,000

• Assessment of two community-based employment programs in Cleveland neighborhoods ............... 95,509

Dunham Tavern Museum Society of Collectors, Inc. • Educational Center

............................... 500

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

Cultural Affairs Grants

English-Speaking Union of the United States, New York, New York • Patron Fund for Excellence in English at the Cleveland Branch..................................................1,000 Friends of Shaker Square, Inc................................1,000 Greater Cleveland Habitat for Humanity, Inc..........300

Apollo's Fire: The Cleveland Baroque Orchestra • Staff support and artistic costs for the 1996-97 season ...............................................................$12,500 Centro Cultural Hispano de Cleveland, Inc. • Program and staff s u p p o rt...................................15,000

The Holden Arboretum ....................................... 1,000

Cleveland Ballet • Recovery plan .................................................... 200,000 • Staff support and dancer contracts and apprenticeships in the 1996-97 season ............. 150,000

The Institute for Creative Living • Design and installation of challenge course.......... 7,500

Cleveland Center for Contem porary Art • Adult education programs ................................... 30,000

Lake Metroparks ................................................. 1,000

Cleveland College of Jewish Studies • Educational and outreach activities for the traveling exhibit "From the Ends of the Earth: Judaic Treasures of the Library of Congress" . . . . 15,000

Greater Cleveland R o u n d ta b le ...............................750

Metropolitan Richmond Habitat for Humanity, Inc., Richmond, Virginia .................... 1,000 The Nature Conservancy, Arlington, Virginia • Charlottesville office ........................................... 1,000 The Ohio State University Foundation, Columbus, Ohio • Cultivating Our Community program by the OSU Extension Service: Cuyahoga County (over two years)....................................................7,500 Our Croatia, Inc. • Cleveland International Program placements at Croatian Heritage Museum and Library............ 2,400 Tall Timbers Research, Inc., Tallahassee, Florida ........................................... 10,000 Towards Employment, Inc..................................... 3,750 University Circle Incorporated .............................8,000 Total Donor Advised G ra n ts ...........................$495.590

__________________________ ____________________________________

Total Civic Affairs Grants

$2 , 171,572

Board Designated, Donor Designated and Donor Advised

The Cleveland Cultural Coalition • Initiative for Cultural Arts Education (ICARE) program for the Cleveland Public Schools (over two ye ars).................................................. 250,000 • Operating support and strategic plan ................. 60,000 The Cleveland Education Fund • Transition of the Excellence in Music Project from the Cleveland School of the Arts . . . 42,500 The Cleveland Foundation (Inc.) • Civic Study Commission on the Performing Arts staff, consultants, report and related activities (second y e a r ) .......................................210,000 • Debt reduction for Great Lakes Theater Festival .................................................. 300,000 • Operating and artistic support for Karamu House, Inc. in the 1996-97 season ................... 100,000 • Principal distribution from the Leonard C. Flanna Trust to Karamu Flouse, Inc. for debt reduction.................................................... 250,000 The Cleveland Institute of Art • Diversity training for faculty and curriculum redesign for broad cultural inclusiveness ............. 54,000 Cleveland Opera • Bridge funding for expansion of contributed income base ...................................................... 100,000 • Market research project by Opera America ...........2,630 • Production of Gounod's Faust in the 1996-97 season..................................................150,000 Cleveland Performance Art Festival, Inc. • Marketing and membership outreach plan

........ 20,000

Cultural Affairs

continued

The Cleveland Play House • "Anne Frank in the World" touring exhibition in collaboration with The National Conference . . . 45,000 • Consultant assistance for long-range p la n ...........10,000 • Production of Jean Anouilh's Antigone ............. 150,000 Cleveland Public Library • Design and fabrication of new gates for the Eastman Reading Garden by artist Tom O tterness.................................................... 200,000 Cleveland Public Theatre, Inc. • Audience development, mailing list restructuring and Festival of New P la y s ..................................... 20,000 • Strategic plan ........................................................ 5,000 Cleveland Signstage Theatre, Inc. • Artistic director succession and subscription outreach program for the deaf community ........ 25,000 Cleveland State University Foundation, Inc. • New position of assistant director for the Art Gallery .......................................................... 20,000 • Rehearsal and performance of a Cleveland Chamber Symphony concert of music by composer George W a lk e r.....................................15,000 • Remounting of The Last Dance at Euclid Beach for the annual Euclid Beach Park Days ................. 2,000 • Saturday in the Studio and selected dance performances at Cain Park by CSU Dance Program ....................................................13,629 • Strategic plan for the Cleveland Chamber Sym phony...............................................................2,000 Cultural and Educational Institute for Boricua Advancem ent • Staff support for the Julia de Burgos Cultural Arts Center (second year) ..................... 15,000 Cuyahoga Com munity College Foundation • Commission of new dance by choreographers Heinz Poll and V.P. Dhananjayan based on Rudyard Kipling's Jungle Book: The Adventures of M o w g li ................................... 25,000 • Community outreach activities of the 1997 Tri-C JazzFest........................................................ 37,500 • Educational and community outreach activities of the 1996 Tri-C JazzFest ................................... 37,500 DA/VCECLEVELAND • Artistic and subscription marketing support for Donald Byrd/The Group in 1996-97 season . . . 31,000 Duffy Liturgical Dance Ensemble • Artistic costs for concert in collaboration with the Kankouran West African Dance Company . . . . 5,000

Grantmakers in the Arts, New York, New York • Operating su p p o rt..............................................

Great Lakes Theater Festival • Bridge support during organizational restructuring ...................................................... 50,000 • New alliance with Playhouse Square Foundation ...................................................... 300,000 • Production of Shakespeare's Antony and Cleopatra in the 1996-97 season ..................... 200,000 Jewish Community Center of Cleveland • Israeli Film Festival (second y e a r)...........................5,000 Lyric Opera Cleveland • Artistic support for the 1996 season.....................5,000 • Artistic support and marketing for the 1997 season ...................................................... 48,000 Metropolitan Opera National Council Auditions • District Council Auditions (second year)................ 3,000 The Musical Arts Association • Annual fund, education, outreach and capacitybuilding objectives of The Cleveland Orchestra's Legacy Campaign (over three years).............. 2,000,000 New Organization for the Visual Arts (NOVA) • "NOVA is Members" membership campaign . . . .21,156 Northeast Ohio Jazz Society • Jazz on Wheels and Jazz on the Circle concert series (second year) ........................................... 16,360 Ohio Chamber Orchestra Society • Twenty-fifth anniversary concert season and professionalization of staff and operations ........ 35,000 Playhouse Square Foundation • Educator's Open House and Showcase ................ 5,000 • Fine arts-related activities and collaborative work with resident companies ......................... 100,000 Poets' League of Greater Cleveland • Writers' Showcase............................................... 9,300 The Repertory Project • Strategic plan ......................................................2,000 SPACES • Operating support for 1996-97 exhibition season............................................... 40,000 The Western Reserve Historical Society • Exhibits for Charting New Directions program (over 26 months)............................................. 300,000

Young Women's Christian Association of Cleveland • Artistic support for design and construction of artistic time capsule by Women Celebrating the Bicentennial ........................................................... 5,000

Total Board Designated G r a n ts .................. $5.769.075

Donor Advised Grants Grants are for general support unless otherwise noted.

Access to the Arts

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

Case W estern Reserve University • Friends of Eldred Theatre ......................................... 500 Central Virginia Educational Telecommunication Corporation, WCVE-FM, Richmond, Virginia . . . . 1,000

Donor Designated 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......... $6,573 Cleveland Ballet ......................................................110 Cleveland Health Education Museum dba The Health M u s e u m ..................................... 3,623 The Cleveland Institute of M u s ic .........................4,881 The Cleveland Museum of A r t .........................108,847 • Purchase of objects of art exhibited at the May Show in memory of Oscar Michael Jr.................500 The Cleveland Museum of Natural History . . . 200,895

Chautauqua Foundation, Chautauqua, New Y o r k .................................................................2,000 Cleveland B a l l e t ...................................................... 3,500 Cleveland Botanical Garden

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

Cleveland Center for Contem porary A r t .............1,000 The Cleveland Institute of A r t .............................. 5,500 The Cleveland Institute of M u s ic ..........................7,500 • Art Song Festival....................................................1,000 The Cleveland Museum of A r t ............................ 13,861 • Endowment fund ..................................................1,000 • Department of Musical Arts .....................................725

The Cleveland Play House ................................... 8,259 • Experimental or dramatic w o rk .............................1,565

The Cleveland Museum of Natural History ........ 3,000 • Reinberger Hall of Earth and Planetary Exploration .......................................................... 20,000 • J. Mary Taylor Fund ................................................5,000

Educational Television Association of Metropolitan Cleveland, W V IZ - T V .................... 110

The Cleveland Music School Settlem ent .............5,363 • Early Childhood Library .......................................10,000

Intermuseum Conservation Association............ 17,254

Cleveland Opera

Karamu House, Inc.............................................123,720

The Cleveland Play House .....................................6,500

La Mesa Espanola • Jessie C. Tucker Memorial Program .........................500

Cleveland Public Radio, W CPN • 1997 Community Connection P ro je c t................... 2,500 • Increased capacity of newsroom operations........ 84,200

Cleveland O p e r a ......................................................111

The Musical Arts Association • The Cleveland Orchestra ................................... 83,666 Oglebay Institute, Wheeling, West Virginia • Cultural and educational activities at Oglebay P a rk ....................................................114,723 Playhouse Square Foundation • Operating support of Discovery Children's Theatre Series ......................................................7,000

....................................................1,500

Cleveland W om en's City Club Foundation • Cleveland Arts Prize ..................................................250 Com m onwealth Players, Inc. dba Theatre Virginia, Richmond, Virginia ................................ 1,500 Educational Television Association of M etropolitan Cleveland, W V IZ - T V ........................1,250 Fine Arts Association ............................................. 2,000

The Western Reserve Historical S o c ie ty .............. 4,992

Friends of the Cleveland School of the Arts

Total Donor Designated G r a n ts .................... $687,329

Friends of the Greenhouse

. . . . 5,361

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

Great Lakes Theater Festival ................................ 7,500

Economic Development Grants Cultural Affairs

continued

The Holden Arboretum

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

Cleveland Advanced Manufacturing Program • Manufacturing Learning Center (fourth year) . . $100,000

Jewish Community Center of Cleveland • Israeli Film Festival I I ................................................1,000

Cleveland Development Foundation

The Lake V iew Cemetery F o u n d a tio n ......................500

• Analysis of Northeast Ohio's economy by Greater Cleveland Growth Association ......... 200,000

M etropolitan Opera Association, Inc., New York, New York • National Council ....................................................1,000 • Patron Pro g ram ...................................................... 3,000 Musart Society • Organ console project ......................................... 10,000 • Stage console for the Holtkamp organ ................. 2,500 Music & Performing Arts at Trinity Cathedral, Inc............................................................1,000 The Musical Arts Association • Emily Blossom Endowment F u n d .............................. 500 • The Cleveland Orchestra .....................................11,000 • Education fund ...................................................... 7,941

Cleveland Enterprise Group • Capital investment for ShoreBridge fund to finance establishment of minority-owned businesses................................. 100,000 • Analyzing the biomedical device value chain . . . . 30,000

The Cleveland Foundation (Inc.) • Assessment of Cleveland Industrial Retention Initiative................................................15,000

Cleveland Neighborhood Development Corporation • Cleveland Industrial Retention Initiative for improved competitiveness of neighborhood-based manufacturing companies (second grant) ........... 90,000

Ohio Chamber B a l l e t ............................................. 9,938

The Cleveland Tomorrow Project, Inc. dba Cleveland Tomorrow

Playhouse Square F o u n d a tio n ............................ 13,341 • Renovation of the Allen T h e a tre ............................ 7,500

• Technology Leadership Council (over three years). . 254,000

Science Museum of Virginia Foundation, Inc., Richmond, Virginia ................................................1,000 Theatre IV, Richmond, Virginia ............................ 1,000 • Capital cam p aign ...................................................... 500 W est Side Ecumenical Ministry • Summer children's theatre c a m p ............................5,000 The W estern Reserve Historical S o c ie t y ............... 1,000 Young Audiences of Greater Cleveland, Inc. • In-school programs ................................................5,000 Total Donor Advised G r a n t s ............................ $282.730

Convention and Visitors Bureau of Greater Cleveland • Cleveland Cares Hospitality Prog ram .................... 63,200

Edison BioTechnology Center • Workshops for development intermediaries to increase capacity to identify technology-based business opportunities......................................... 20,000

Enterprise Development, Inc. • Minority Assistance Program ................................. 62,750

Flats Oxbow Association • Public access plan

................................................ 54,030

Glenville Development Corporation • Microenterprise Assistance Program

__________________________ ____________________________________

Total Cultural Affairs Grants

$6 , 739,134

Board Designated, Donor Designated and Donor Advised

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

The Great Lakes Museum of Science, Environment & Technology • Start-up support for a permanent operating reserve................................................ 182,500

The Historic Warehouse District Development Corporation of Cleveland • Historic Conservation Easement Program (over two ye ars).................................................... 60,000

New Cleveland Campaign • National media relations project (over two years).. 100,000

Education Grants

The North Cuyahoga Valley Corridor, Inc. dba Ohio Canal Corridor • Community education on the river valley to stimulate its development .............................. 40,000

The Urban League of Greater Cleveland • Financial education program for minorities (over 18 m o n th s)................................................ 135,833

WECO Fund, Inc. • Microenterprise Program

..................................... 17,000

Work in Northeast Ohio Council • Program to assist Cleveland industrial and service firms to become more globally com petitive.............................................. 95,000

Total Board Designated G ra n ts .................. $1.644.313

American Civil Liberties Union of Ohio Foundation • Expansion of educational resources at new headquarters ............................................. $41,000

Anti-Defamation League of B'nai B'rith Cleveland Office • "Windows on the World" cultural awareness series in collaboration with The Cleveland Museum of Art (over three years) . . . . 71,401

The Benedict Group • Start-up support for Computers for Education Program of Ohio ................................ 23,337

John Carroll University • Faculty development for Business Curriculum Integration project (over three y e ars)................. 140,190

Case Western Reserve University

Total Economic Development Grants

$ 1,644,313

• Faculty and curriculum development for an assessment-as-learning model at the Mandel School of Applied Social Sciences (over three y e ars).................................................. 99,700 • Mandel Center for Nonprofit Organizations' Distinguished Public Lecture in Philanthropy honoring Dr. Virginia Hodgkinson..........................5,000 • Sumner Canary Lectureship .................................. 5,000

Cleveland Academy of Finance

Program-Related Investment Cleveland Enterprise Group

• Instructional materials and staff support (over two years).................................................... 45,000

• Capital investment for ShoreBridge fund to finance establishment of minority-owned businesses.............................. $250,000

Cleveland Board of Education

Total Program-Related Investm ent................ $250.000

The Cleveland Foundation (Inc.)

• Creative arts and writing program at the Kenneth W. Clement S c h o o l..................... 15,648

• Education Governance Task Force of the Cleveland Summit on Ed u catio n ................... 10,000 • Major work program at Whitney Young Middle S c h o o l........................................................ 1,390

Cleveland Heights-University Heights City School District • African Drum Circle project ...................................2,000

Cleveland Initiative for Education • Operating support for the Cleveland Initiative for Education and The Cleveland Education Fund (second y e a r)............................................. 240,000

The Cleveland Museum of Natural History • Educational materials and programs for the opening of Reinberger Hall (over two years)........ 60,453

Education

continued

Cleveland Scholarship Programs, Inc. • Post-Secondary Education Access Initiative (over three y e a rs )................................................ 937,312

Close-Up Foundation, Alexandria, Virginia • Cleveland-area student and teacher participation in the Washington, D.C. High School Experience (over two years).................................................... 40,000

Community Training and Assistance Center, Inc., Boston, Massachusetts • Cleveland Public Schools' participation in Leadership of School Reform e ffo rt..................... 75,000

Cuyahoga Community College Foundation

Ursuline College • Enhancing Educational Equity: A Collaborative Resource Approach project................................... 36,750 • Faculty development in instructional technology (over two years) ............................... 124,025 Total Board Designated G r a n t s ....................$2.615,758

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

Ashland Library Association, Ashland, Ohio

. . . $2,885

• Consultant assistance for public opinion survey . . . 20,000

Ashland University, Ashland, O h io ........................ 5,770

East Cleveland Public Library

Aurora City School District, Aurora, Ohio • Maintenance of the Moore property......................4,129

• Personnel and equipment for the North Branch Technology Center (over two y e a rs )........ 56,606

Esperanza, Inc. • SALSA (Students Are Learning Skills to Achieve) program ........................................... 37,500

Global Issues Resource Center • Phase two of SIMULATIONS: The Name of Our Game project in the Cleveland Public Schools . . . 34,750

Greater Cleveland Roundtable • Operating and program support for the Cleveland Summit on Edu catio n ........................176,090

League of Women Voters of Ohio, Columbus, Ohio • Publication of The Role of State

Government in Higher Education in Ohio ............. 5,000 David N. Myers College • Faculty development in instructional technology (over two years) .............................. 127,200

Ohio Planning Conference • Implementation of KIDS CITY project on a citywide basis ............................................. 22,750

United Negro College Fund, Inc., Fairfax, Virginia

Baldwin-Wallace C o lle g e ..................................... 35,158 University of California, Berkeley, California .........178 John Carroll U n iv e r s ity ..............................................133 Case W estern Reserve U n iv e r s ity .......................... 9,994 • Adelbert C o lle g e .................................................... 5,783 • Franklin Thomas Backus School of L a w ................. 4,984 • Biological Field Station at Squire Valleevue Farm operated by the Department of Biology . . . 22,947 • Case Institute of Technology...................................3,752 • Graduate School ................................................ 160,992 • Reference books for the Library of Western Reserve College .........................................................166 • Social research at the Mandel School of Applied Social Sciences ...................................................... 1,403 The Cleveland Foundation (Inc.) • Major work program at Oliver Hazard Perry Elementary S c h o o l.................................................. 1,390 • Rhoda A. Affelder Fund for educational purposes . . . 670 Cleveland Lutheran High School Association

. . . 2,082

• Financial aid for Greater Cleveland students attending UNCF colleges (over three y e a r s )......... 90,000

Cleveland Public Library • Books for Science and Technology Department . . . . 343 • Services to shut-ins .............................................. 87,222

University School

Cleveland State University Foundation, Inc..............133

• REACH program for gifted African-American middle school males (third grant) ........................15,000

Connecticut College, New London, Connecticut

The Urban League of Greater Cleveland

Cuyahoga County Public L ib ra ry .............................. 563

• Operating support for the Career Beginnings program (second y e a r )......................................... 57,656

Fenn Educational F u n d ..............................................223

.178

Greater Cleveland Chapter of Delta Sigma Theta Sorority, Inc. • Scholarship support and public service programs . . 2,200

Hawken S c h o o l........................................................799 The Hill School, Pottstown, Pennsylvania.............. 110 Hillsdale College, Hillsdale, Michigan Kenyon College, Gambier, Ohio

.............. 15,841

.........................9,994

Case W estern Reserve University • Arts and Sciences Building .....................................5,000 • Franklin Thomas Backus School of L a w ................. 1,000 • President's F u n d .................................................... 14,475 Choate Rosemary Hall, W allingford, Connecticut • Class of 1951 G i f t ..................................................1,000 Cleveland Center for Economic Education ........ 1,000 • EPIC (Economic Proficiency Instructional Curriculum) by EconomicsAmerica ........................................... 1,500

Lake Erie C o lle g e ............................................. 152,231 Daniel E. Morgan School • Book awards to children......................................... 237 Ohio Wesleyan University, Delaware, O h io ........ 1,887 University of the Pacific, Stockton, California

. . . . 178

The Piney Woods Country Life School, Piney Woods, Mississippi ..................................... 7,001

The Cleveland Education Fund • Small Grants Program ......................................... 51,000 Cleveland Heights-University Heights City School District • Oxford School playground .....................................5,000 Cleveland Public L ib r a r y ........................................... 250 Cleveland Scholarship Programs, Inc..................... 1,000

Princeton Association of Northern Ohio • Princeton University urban studies fellowship program .............................................................. 1,401

Cornell University, Ithaca, New York • Deanship at Johnson Graduate School of Managem ent........................................................ 38,000

Princeton University, Princeton, New Je rs e y .......... 111

Dartmouth College, Hanover, New Hampshire • Class of 1955 G i f t ................................................. 1,250

Saint Mary Seminary ........................................... 1,617 Shaker Schools Foundation • Ruth S. Affelder Reading Fund

Friends of the Cleveland Public Library

...............................715

Smith College, Northampton, Massachusetts

. . 96,260

United Negro College Fund, Inc., Fairfax, Virginia ....................................................7,001 University School

................................................... 111

Total Donor Designated G r a n ts .................... $648,772

Donor Advised Grants Grants are fo r general support unless otherwise noted.

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

Beaumont School for Girls ....................................... 250 Carnegie Mellon University, Pittsburgh, Pennsylvania • Morgenthaler Chair in Entrepreneurship ........... 100,000

John Carroll U n iv e rs ity ........................................... 700 • Institute for Educational Renewal .......................... 5,000

................. 250

Harvard University, Cambridge, Massachusetts • Laboratory of Fakri A. B azz az .............................. 20,000 H athaw ay Brown School .......................................2,000 • Class of 1955 Gift ....................................................300 Hawken School

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

Hiram College, Hiram, O h io ................................ 12,000 Lake Erie College • College Center ....................................................10,000 • Student Center ....................................................10,000 Laurel S c h o o l.......................................................... 1,000 • Class of 1950 G i f t ..................................................1,000 Learning About Business

......................................... 750

M arotta Montessori Schools of Cleveland

.............450

Massachusettts Institute of Technology, Cambridge, Massachusetts • Professor Sallie W. Chisholm's Laboratory in the Department of Civil and Environmental Engineering.......................................................... 36,000

Education

continued

M ethodist Theological School in Ohio, Delaware, Ohio • Thomas H. Taylor Chair ....................................... 49,482

Case Western Reserve University • Scholarship s u p p o rt.............................................. 33,500

The Cleveland Foundation (Inc.)

The University of Michigan, Ann Arbor, Michigan • School of Business .................................................... 300

• Scholarships for Cleveland-area students attending Meridia Huron Road Hospital School of Nursing . . 30,000

The Ohio State University Foundation, Columbus, Ohio • Max M. Fisher College of Business ........................1,000

Cleveland Montessori Association

The Old Stone Foundation • Alternative School pilot education program ...........2,000

Cleveland Scholarship Programs, Inc.

Pathfinder Fund Inc., W atertow n , Massachusetts ........................................................ 2,000 P.M. Foundation, Inc. • Urban Community S c h o o l......................................... 750 Project: LEARN, Inc...................................................... 250 St. Dominic School • Teacher bonuses or training

.....................................800

• Scholarship support for Ruffing Montessori School (West) .........................................................2,000

• Nontraditional Student Program (over four years) .................................................. 35,000

Cleveland State University Foundation, Inc. • Scholarship s u p p o rt.............................................. 48,500

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

Fairmount Montessori Association

Smith College, Northampton, M assachusetts.........250

• Scholarship support for Ruffing Montessori School (Ingalls C am p u s)......................................... 2,000

United Negro College Fund, Inc. of Cleveland

Hudson Montessori Association

. . 1,500

• Scholarship su p p o rt................................................2,000 United W a y Services • Benefit of Urban Community Sch o o l..................... 1,000

David N. Myers College • Scholarship s u p p o rt..............................................15,000

University School .................................................... 3,800 • Annual Fund in memory of Peter H. W e llm a n ...........250 Urbana University, Urbana, O h i o ..........................1,000 Ursuline C o lle g e ...................................................... 5,250 Youth Opportunities Unlimited

.............................. 250

Total Donor Advised G r a n t s ............................ $409.057

The Ohio Foundation of Independent Colleges, Inc., Columbus, Ohio • The Jane D. White Fund Scholarship Program for students attending member institutions (over two y e ars).................................................. 100,000

Westshore Montessori Association • Scholarship su p p o rt................................................ 2,000

Total Board Designated Scholarship Grants . . . $376.500

TOTAL EDUCATION G R A N T S..................... $3.673.587 Board Designated, Donor Designated and Donor Advised

Donor Designated Scholarship Grants The folbw ing recipients and programs were designated by donors.

Scholarship Grants Baldwin-Wallace College • Scholarship s u p p o rt........................................... $40,000

Berea Area Montessori Association • Scholarship su p p o rt................................................2,000

John Carroll University • Scholarship s u p p o rt.............................................. 24,500

Ashland University, Ashland, Ohio • The Hazel Myers Spreng Scholarship....................$4,616

Avon Lake United Church of Christ, Avon Lake, Ohio • Scholarships for Christian work

............................ 2,787

Baldwin-Wallace College • The Hazel Myers Spreng Scholarship......................4,616

Capital University, Columbus, Ohio • The Frederick R. and Bertha Sprecht Mautz Scholarship F u n d ................................................. 4,245 John Carroll University • James J. Doyle Scholarship................................... 1,782 Case Western Reserve University • The Aloy Memorial Scholarship Fund for women . . 1,124 • For a female student in foreign study .................. 2,460 • Harriet Fairfield Coit and William Henry Coit Scholarships....................................... 1,307 • William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships .................. 14,590 • Oglebay Fellow Program in the School of Medicine........................................................ 68,846 • Scholarships in aerospace or computers.................... 79 • Scholarships in Franklin Thomas Backus School of Law ......................................................9,556 • The Hazel Myers Spreng Scholarship.................... 4,616 Alton LaMaur Character Memorial Scholarship • For Collinwood High School graduates .................. 485 Inez and Harry Clement Award • Cleveland Public Schools annual superintendent's award ....................................... 1,100 The Cleveland Institute of Art • Caroline E. Coit Fund Scholarships ...................... 1,425 • Isaac C. Goff Fund Scholarships ...........................1,800 The Cleveland Music School Settlement • The Nellie E. Hinds Memorial Scholarships............ 4,000 • Scholarships at the Harvard East Branch.................. 718 Cleveland State University Foundation, Inc. • Scholarships in Cleveland-Marshall College of Law . . 718

Hillsdale College, Hillsdale, Michigan • The John C. McLean Scholarships to deserving students........................................... 15,841 Virginia Jones Mem orial Scholarship • For furthering the college education of a female graduate of Shaw High S c h o o l............... 1,000 The Jon Lewis Mem orial Award • For a Cleveland Heights High School graduate to pursue further studies ..........................921 M acM urray College, Jacksonville, Illinois • The George D. and Edith W. Featherstone Memorial Fund Scholarships.................................. 2,787 North Central College, Naperville, Illinois • The Hazel Myers Spreng Scholarship in memory of Bishop Samuel P. S p re n g ..................... 4,616 Ohio W esleyan University, Delaware, Ohio • The Hazel Myers Spreng Scholarship..................... 4,616 Purdue University, W est Lafayette, Indiana • The John C. McLean Scholarships in engineering...................................................... 39,602 The Miriam Kerruish Stage Scholarship • For Shaker Heights High School graduates.............2,245 Ada Gates Stevens Scholarship • For graduates of the public high school of Elyria, O h io ........................................................ 3,488 University School • The John Marshall Raible and David Gardner Raible Scholarship Fund ........................................... 800 Ursuline College • Lillian Herron Doyle Scholarship ............................ 1,782

Dartm outh College, Hanover, N ew Hampshire • The John Marshall Raible and David Gardner Raible Scholarship F u n d ....................................... 18,154

Total Donor Designated Scholarship Grants . . . $234.084

Alzada Singleton Davis M em orial Scholarship • For an African-American female at Cuyahoga Community College matriculating at an upper division college or university ..................................... 800

Grants are for general support unless otherwise noted.

Vince Federico Mem orial Scholarships • For Wickliffe High School g rad u ates......................2,723 Hawken School • The John Marshall Raible and David Gardner Raible Scholarship F u n d ..............................

Donor Advised Scholarship Grants Aurora Schools Foundation, Aurora, Ohio • Scholarship su p p o rt............................................. $5,000 Case Western Reserve University • Scholarship in humanities....................................... 2,500 Cleveland Engineering Society • Scholarship support for female students ............... 1,000

Education

continued

Cleveland Scholarship Programs, Inc.

Cleveland State University Foundation, Inc.

• Schoiarship-in-Escrow program .......................... 550,000 • Scholarship payouts to eligible students ........... 250,000 • Scholarship support for nontraditional students . . . 1,000

• Job readiness skills program to prepare students for participation in cooperative education program (third year) ........................................................... 43,185

Cleveland State University Foundation, Inc.

The Lakeland Foundation

• Financial aid a w a rd .................................................... 750 • Scholarship award ....................................................750

• Enhancement of career development program at Lakeland Community C o lle g e .......................... 24,544

The Lakeland Foundation

David N. Myers College

• Arthur S. Holden Scholarship ................................ 1,000

• Student outreach and employer development in the cooperative education program (second y e a r )......................................................... 22,500

Total Donor Advised Scholarship Grants . . . . $812.000

Notre Dame College of Ohio

TOTAL SCHOLARSHIP GRANTS .................. $1.422.584 Board Designated, Donor Designated and Donor Advised

Special Purpose Funds The Cleveland Foundation administers two special purpose funds in education. The Fenn Educational Fund, established in 1971, promotes and assists in developing 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. PBME funds strengthen business and man agement education at colleges and universities statewide.

• R. Earl Burrows Memorial Scholarships ................. 3,000 • Students' increased career awareness and participation in the cooperative education program (second y e a r )............................................6,928

Total Fenn Educational Fund Grants ............ $219.562

Statewide Program for Business and Management Education (PBME) Grant The Cleveland Foundation (Inc.) • Continuation of the Statewide Program for Business and Management Education

.........$37,011

Total PBME G r a n t............................................. $37.011

Fenn Educational Fund Grants Baldwin-Wallace College • Charles J. Stilwell Scholarships ............................ $6,000 • Student outreach and employer development in the cooperative education program ................. 35,000

John Carroll University • Student accountability, and faculty and employer input for the cooperative education program . . . 15,425

Case Western Reserve University • Employer outreach and job development in connection with Internships 2000 and cooperative education ......................................... 37,980

The Cleveland Foundation (Inc.) • Consultant assistance to Fenn Educational Fund on feasibility of interinstitutional activity in cooperative education ........................................... 5,000 • Fenn Educational Fund operating budget ........... 20,000

TOTAL SPECIAL PURPOSE FU N D S .................. $256.573

__________________ a__________________________

Total Education Grants

$5 ,352,744 0

Health Grants

Alcoholism Services of Cleveland • Plans for the Recovery Institute.......................... $50,000 Alzheimer's Disease and Related Disorders Association, Inc. • Start-up support for professional training program (over two y e a rs )........................ 22,500 Arthritis Foundation, Northeastern Ohio Chapter • Arthritis Information and Referral Service (AIRS) program (third and fourth y e a rs )............... 14,000 Case W estern Reserve University • New faculty in Biomedical Engineering and Biochemistry (over four years) .................... 973,131

Family Service Agency of Marin County, San Rafael, California* • Integrated computerized quality assurance system for child abuse treatment services ...........18,500

Family Service of Milwaukee, Wisconsin* • Mental health program for victims of violent crime (Project U jim a )............................ 20,000

Funders Concerned About AIDS, New York, New York • Operating support (over three ye ars)................... 12,000

Grantmakers in Health, Washington D.C. • Program support (second y e a r ).............................. 3,000

The Center for Dialysis Care of Cleveland • Minority Organ and Tissue Transplantation Education Program (second grant, over two years) .............................. 69,066

The Greater Cleveland Hospital Association

Children's Research Foundation • Investigation of pulmonary hemorrhage among Cleveland-area infants by Rainbow Babies and Childrens Hospital.................................7,400

The Guidance Centers, Inc.

Cleveland Health Education Museum dba The Health Museum • Conference on role of women in the history of health care in Cleveland ................. 8,300 • Public programs during psychology exhibit ...........5,000 • Youth programs for Cleveland recreation centers .................... ........................ 20,000

• Respite care services for foster families of chronically ill or disabled children (over 30 m on th s)............................................... 176,100

Cleveland Hearing and Speech Center • Strategic plan .........................................................5,000

• Health Trustee Institute's presentation on community health and managed c a r e ................... 3,000 • Review of hospital-community partnerships......... 20,000

• Psychosocial support program for chronically ill children and their parents (over three years) . . 143,657

Health Hill Hospital for Children

International Center for Artificial Organs and Transplantation • Exploration of partnership options

Jewish Board of Family & Children's Services, Inc., New York, New York* • Community-based managed mental health plan for children by Integrated Children's Services . . . . 16,000

The Cleveland Foundation (Inc.) • Evaluation of the minority clerkship program at University Hospitals of Cleveland ......................2,500 • Travel and conference expenses for agencies serving mental health needs of children ............. 10,000

Jewish Family Service Association of Cleveland, Ohio

The Cleveland Society for the Blind • General support .................................................. 38,600

A.M. McGregor Home

Diabetes Association of G reater Cleveland • Public awareness campaign about diabetes (over three y e a rs ).................................................. 85,514 Easter Seal Society of Northeast Ohio • Merger feasibility study ....................................... 17,500 Eliza Bryant Center • Centennial Campaign (over two years) ............. 200,000

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

• Training and placement program for people with disabilities (over three y e a r s )..................... 142,631

• General support

................................................. 38,600

The MetroHealth System • Tuberculosis control program for the elderly by MetroHealth Medical Center (over three y e a rs )............................................... 201,582

National Hemophilia Foundation • Board training for Northern Ohio C h a p ter.............4,046

Fairhill Center for Aging • Caregiver resource c e n te r..................................... 48,000

Health

continued

Ohio Department of Mental Health, Columbus, Ohio • Licensed psychologist position to support children of chronically mentally ill patients by Northcoast Behavioral Healthcare System . . . . 15,000

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio • Collaboration among nonprofit nursing homes on managed care ........................ 75,000

Olivet Housing & Community Development Corporation • Assessment of community need for health promotion and education ......................5,000

People Incorporated, St. Paul, Minnesota* • Counseling services to children of parents with persistent mental illness ............. 20,000

Providence Mental Health Center, Providence, Rhode Island* • Case management services for homeless preschool children................................ 20,000

The Benjamin Rose Institute • General support .................................................. 38,600 • Improved reporting of elder abuse and neglect among people with dementia (over two years) . . . 130,656 • Start-up support for intensive home care program for the frail e ld e rly ................................ 78,388

Special Services for Groups/APCTC, Los Angeles, California* • School-based counseling services to emotionally disturbed Asian youth ..................... 12,000

United W ay Services • AIDS Funding Collaborative (second year) ........ 125,000

University Hospitals of Cleveland • Minority clerkship program (over two years) . . . . 42,500 • Team approach to training and care in geriatrics (over three ye ars)................................ 242,523

The Visiting Nurse Association of Cleveland • Educational program in home and community nursing in conjunction with Cleveland State University ................................... 45,982

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................................................ $1,766 American Cancer Society, Cuyahoga County Unit .........................................................119,386 • Research or any other p u rp o se ............................ 14,344 American Heart Association, Northeast Ohio Affiliate, Inc................................................. 144,733 • Research or any other p u rp o se ............................ 14,344 Am erican Lung Association of Northern Ohio

. . 1,926

Am erican Veterinary Medical Association Foundation, Schaumburg, Illinois ......................18,704 Arthritis Foundation, Northeastern Ohio Chapter ............................................................. 799 Bellevue Hospital, Bellevue, Ohio Eliza Bryant Center

........................ 4,201

..............................................17,882

Case W estern Reserve University School of Medicine • Cancer research.................................................... 16,527 • Medical research and general suppo rt............... 104,639 • Outpatient clinic for dispensary............................ 49,568 • Research in diseases of the e y e ............................ 29,179 • Scholarships or research......................................... 5,299 Catholic Charities Corporation Benefit of aged persons ........................................... 3,000 Central School of Practical Nursing ................... 28,902 The Cleveland Clinic F o u n d a t io n ........................21,484 • Research in diseases of the e y e ............................ 14,590 Cleveland Hearing and Speech Center

............. 47,936

The Cleveland Psychoanalytic Society F o u n d a tio n ...................................................... 37 • Research and application of psychoanalysis and support projects .................... 62,300

West Side Community Mental Health Center

The Cleveland Society for the B l i n d ................. 266,997 • Research or any other p u rp o se............................ 14,344 • Volunteer Braille transcribers .................................3,048

• Construction of mental health crisis stabilization shelter ..................................... 50,000

The Deaconess Foundation

Total Board Designated G ra n ts .................. S3.281.276

Elyria M em orial Hospital, Elyria, Ohio • William H. Gates b e d ..............................................2,000

* G ran t from the George Davis B ivin Fund, a geographically restricted fund

...................................5,808

Health Hill Hospital for C h ild r e n .......................... 3,048

.................... 13,226 • Benefit aged people................................................8,496 • Cancer research.................................................. 147,972 • Conference travel ..................................................2,483 • Lakeside Hematology Fellowship Fund ................. 1,073 • Lakeside H ospital............................................... 678,423 • Maternity H ospital..................................................5,942 • Henry L. Sanford Memorial bed ............................ 1,307 • Urological or vascular research ............................ 59,939

..................................... 1,617

The Visiting Nurse Association of Cleveland . . . . 3,548

Fairview Foundation ............................................14,822 • Equipment for Fairview General H ospital............. 56,015 • Christiana Perren Soyer bed ..................................... 903 The Free M edical Clinic of Greater Cleveland

. . . . 106

Grace Hospital • Equipment ........................................................... 28,008

Holy Family Cancer Home

University Hospitals of Cleveland

Eliza Jennings Home ............................................24,918 • Equipment ........................................................... 28,008

West Side Deutscher Frauen Verein, The A lte n h e im ................................................... 20,026

Lakewood Hospital

Total Donor Designated G ran ts.................. $2,445,670

................................................ 6,586

Lakewood Hospital Foundation, Inc.................. 104,484 The Lutheran Home for the A g e d ........................9,471

Donor Advised Grants Grants are for general support unless otherwise noted.

Lutheran Medical C e n t e r ....................................... 2,734 • Conference tra v e l.......................................................394

AIDS Taskforce of Greater Cleveland, Inc........... $1,000

Lutheran M edical Center Foundation

Alzheimer's Disease and Related Disorders Association, Inc.

............... 31,682

Mansfield M em orial Home, Mansfield, O h i o .........342

• Lake County o f fic e ....................................................500

M arym ount Hospital • Elizabeth Boersig Soyer bed

American Cancer Society, Cuyahoga County Unit ........................................................... 999

..................................... 903

A.M . M cGregor Home ............................................6,613 Meridia Huron H o s p ita l......................................... 9,632 M etroHealth Foundation, Inc..................................3,048 • MetroHealth Medical Center's Burn U n i t ............... 1,968 • MetroHealth Medical Center's Nurse Award ...........635 The M etroH ealth System • Employees' Christmas fund at MetroHealth Center for Rehabilitation ....................................... 1,390 The M o ntefio re H o m e ............................................6,613

• Treatment, prevention and research of breast cancer in Cuyahoga C o u n ty ................................ 20,000

Association for Voluntary Surgical Contraception, New York, New Y o r k ................ 10,000 Barlow Hospital Foundation, Los Angeles, California • Barlow Respiratory Hospital .................................. 2,000

Case Western Reserve University School of Medicine .............................................1,000 • Allen C. Holmes C h a ir ........................................... 5,995

Northcoast Behavioral Healthcare S y s t e m .........12,184

Central School of Practical Nursing, Inc...................500

Rainbow Babies and Childrens Hospital ........... 94,893 • Equipment or s u p p lie s............................................1,307

Children's Hospital Medical Center of Akron, Ohio ...........................................500

The Benjam in Rose Institute

Children's Oncology Services of Northeastern Ohio, Inc..........................................1-000

Saint Ann Foundation

.............................. 15,134

............................................3,048

St. Luke's M edical Center ......................................... 446 Sam aritan Hospital, Ashland, Ohio • Mr. and Mrs. A.N. Myers Memorial ro o m ............. 11,539 Shriners Hospitals for Crippled Children, Tampa, F lo r id a .........................................................7-001

The Cleveland Clinic Fo u nd atio n ........................ 1,500 • Eye Center ............................................................ 2,000 • Liver research ...................................................... 20,000 • Research lib rary...................................................... • Urological cancer research.........................................300

The Cleveland Eye Bank, Inc.................................... 500

Health

continued

Cleveland Hearing and Speech Center

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

The Cleveland Society for the B lin d ......................5,250 • Cleveland Sight C e n te r ............................................. 575 • Low Vision C lin ic .................................................... 3,600 • "Spellbound" Ben efit..............................................5,000 Crippled Children's Hospital dba Children's Hospital, Richmond, V ir g in ia ............... 1,000

New Directions, Inc................................................... 500 Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio • Breckenridge Village

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

Overlook House • Capital improvements for the security system

. . . . 1,300

Point One - Behavioral Health C e n te r ................ 1,000

Fairview/Lutheran Foundations • Department of Cardiology at Fairview General Hospital........................................................ 250 • Fairview General Hospital ......................................... 750

Rainbow Babies and Childrens Hospital

The Free Medical Clinic of Greater Cleveland . . . 8,250

Richmond AIDS Ministry, Richmond, Virginia

The Golden Age Centers of Greater Cleveland, Inc............................................750

The Benjamin Rose Institute ............................... 1,350

Health Hill Hospital for C h ild r e n ..........................4,000

Saint Luke's Hospital Association

Heather Hill, Inc...........................................................500

• Taylor Family Health Sciences Lib rary................... 17,280

Home Health Care, Inc.............................................1,000

Servants of Relief for Incurable Cancer, Inc.

Hopewell Inn, Inc., Mesopotamia, Ohio

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

Hospice of the W estern Reserve, Inc......................1,000 Huntington's Disease Society of America, Inc., N ew York, N ew York ............................................. 1,000 Judson Retirem ent Com munity • Judson P a r k ...............................................................500 Juven ile Diabetes Foundation, Cleveland Chapter • Diabetes research ..................................................2,428 Juven ile Diabetes Foundation, Greater Bay Area Chapter, San Francisco, C a lifo rn ia ............... 2,500 Lake Hospital System, Inc. • Garden Endowm ent................................................1,000 Lakewood Hospital Foundation, Inc. • Heart research .......................................................... 250 M alachi House of Hope

........................................... 550

M ental Health, Rehabilitation & Research, Inc. dba Hill House .................................................... 500 M eridia Health System • Neonatal Intensive Care Unit at Hillcrest Hospital . . 5,000 The M etroH ealth Foundation, Inc..........................1,000 • Burn and Trauma C e n te r........................................... 300

National Abortion and Reproductive Rights Action League - Ohio, Columbus, O h io .............. 1,000

Preterm Cleveland, Inc........................................... 2,500 • Capital cam paign.................................................. 20,000

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

• Margaret Wagner House (over two y e a r s )........... 25,000

• Holy Family Home

.................................................... 500

United Leukodystrophy Foundation, Sycamore, Illinois ................................................... 250 United W ay Services • Benefit of American Cancer S o c ie ty.......................... 505 • Benefit of Hill H o u se.................................................. 400 • Benefit of Hospice of the Western Reserve, Inc.......... 300

University Hospitals of Cleveland • Ireland Cancer C e n te r................................................ 250 • John P. McWilliams Fund for respiratory health . . . 5,956

The Visiting Nurse Association of Cleveland . . . . 2,500 Total Donor Advised Grants

.........................$208.838

__________________________ ____________________________________

Total Health Grants

$5 ,935,784

Board Designated, Donor Designated and Donor Advised

Social Services Grants

Aftercare Residential Services • Merger with Panta Rhei ..................................... $17,500

Alcohol & Drug Addiction Services Board of Cuyahoga County • Midpoint evaluation of the Preschool Drug Prevention project ................................................ 10,000

The Cleveland Foundation (Inc.) • Analysis of early childhood development programs ......................................... 35,000 • Feasibility study by University Settlement, Inc. on viability of an early childhood parenting program................................ 20,000 Cleveland Housing Network, Inc. • Family development services................................ 28,320

Association for the Advancement of Social W ork with Groups, Inc. • Training sessions for community youth organization w o rk e rs .............................................. 3,500

Cleveland M ediation Center • Expansion of the Cleveland Homeless Prevention Project ............................................... 32,704

Bellefaire Jewish Children's Bureau • Start-up support for the Foster Care for Parenting Teens Program ................................. 58,400

Boy Scouts of America, Greater Cleveland Council No. 440 • Urban Emphasis and Urban District plan (over three y e a rs )................................................ 121,600

Cleveland Rape Crisis Center • Organizational capacity building (over three years)................................................. 127,906 Cleveland State University Foundation, Inc. • Survival Strategies for Nonprofit Social Service Organizations project at Maxine Goodman Levin College of Urban Affairs....................................... 65,935

Burten, Bell, Carr Development, Incorporated • Career Overview Program ..................................... 17,500

Center for Families and Children • Safe Harbor Project service integration system for youth and their fam ilies...................... 80,027

The Center for the Prevention of Domestic Violence • Organizational assessment and strategic plan

. . . . 8,163

Child Care Resource Center of Cuyahoga County dba Starting Point • Operating support (sixth year) ............................ 60,000 • Strategic plan .........................................................5,634

Children's Defense Fund - Ohio, Columbus, Ohio • Operating support of the Ohio office (over two years) .................................................. 200,000

Children's Services, Inc. • Transitional support of merger with The Guidance Centers, Inc..................................... 63,000

The City Mission • Construction of replacement cabin at Grand Valley Christian C e n te r........................ 200,000

Continue Life • Project coordinator position for Second Chance program for pregnant substance-abusing teenage g ir ls ........................................................ 35,414 Council for Economic Opportunities in Greater Cleveland • Scholarships for parents for the National Head Start Association Parents Training Conference . . . . 2,500 Florence Crittenton Services of Greater Cleveland • Legal services to close agency and convert assets into a fund .....................................3,000 Cuyahoga County Board of Commissioners • Consultant assistance for public policy leadership forums ................................................. 5,000 • Plan for professional training program for child abuse investigation in collaboration with the Cuyahoga County Prosecutor's and Coroner's o ffic e s ........................................... 37,500 • Summer youth program by Department of Criminal Justice Services.................................. 20,000

Cleveland Community-Building Initiative

Cuyahoga M etropolitan Housing Authority • East Technical High School student participation in the U.S. FIRST Robotic Tournam ent................... 5,000

• Operating s u p p o rt.............................................. 342,727

Early Childhood Options of University Circle

Cleveland Crossroads for Youth

• Staff support and consultant assistance on financial plan ................................................. 55,000

• Staff support to reopen the West Side Group H o m e ....................................... 47,020

East Side Interfaith Ministries • Creating Change Through Interfaith Partnerships project (over two y e ars)................... 71,025 79

Social Services

continued

Garden Valley Neighborhood House • Security guard position......................................... 18,000 Goodrich-Gannett Neighborhood Center • Youth services program ....................................... 40,000 G reater Cleveland Neighborhood Centers Association • Cleveland Family/Neighborhood Leadership Strategy initiative (third year) ............................ 200,000 • Participation by Greater Cleveland residents at "Stand for Children" event in Washington, D.C........................................5,000 Heights Parent Center • Program support (over two y e a rs )........................15,905 Institute for Responsible Fatherhood and Family Developm ent, W ashington, D.C. • Operating support for the Cleveland program . . . 50,000 Interchurch Council of Greater Cleveland • Renewal and development process........................7,000 Lakewood Board of Education • Evaluation of the PeaceBuilders Program in Lakewood City Schools (over two years) ............... 6,000 Lutheran M etropolitan Ministry Association • Organizational capacity b u ilding........................ 200,000 M arotta Montessori Schools of Cleveland • Staff support for Carl B. Stokes Montessori Campus .............................................. 25,000 Merrick House • Curriculum for the GED program (over two y e ars ).................................................... 32,430 M o un t Zion Fellowship of the Brethren • Bridges Mentorship Program in collaboration with Warrensville Heights High School ............... 26,720 Positive Education Program • DayCare Plus early intervention service for emotionally disturbed children and their fa m ilie s ........................................................ 50,000 • Mt. Pleasant Partnership Project for children and their families ................................ 125,773 Public Children Services Association of Ohio • Implementation of direct service standards in public child protection agencies .......................... 27,300 Shoes For Kids, Inc. • 1996 cam p aig n .................................................... 35,000

Task Force on Violent Crime Charitable Fund • Expansion and evaluation of the Young Ladies and Young Gentlemen's Clubs ................. 70,750 Therapeutic Riding Center, Inc. • Little Victories capital campaign ............................ 2,100 Kathryn R. Tyler Neighborhood Center, Inc. • Board retreat........................................................... 1,300 United W a y Services • Leadership Development Program ........................ 30,000 • The John K. Mott Youth Fund high school student distribution committee (second year) . . . . 5,000 • Staff support and consultant assistance for Greater Cleveland Committee on Hunger (over three years) ................................. 77,997 The Urban Institute • Assessment of the impact of devolution (over three years).............................. 200,000 The Urban League of G reater Cleveland • Conference on the African-American family (second g r a n t)..............................................2,500 • Production of a video for the Parenting Skills N etw ork....................................... 83,710 Vocational Guidance Services • Sobriety, housing and employment program for the homeless ................................... 65,550 Volunteers of Am erica of Northeast Ohio, Inc. • Shelter relocation.................................................. 54,000 W est Side Ecumenical Ministry • Family Development P ro g ram .............................. 28,500 • Research/facility study ......................................... 25,000 • Staff su p p o rt........................................................ 50,000 The Phillis W h e a tle y Association • Youth Services Initiative (over two y e a r s )...........131,548 W om en's Center of Greater Cleveland • Resource and referral helpline (second year)

. . . . 23,710

Young Wom en's Christian Association of Cleveland • Recruitment of new executive director ................. 8,000 • Staff support for the Child Care Enhancement Project (over 18 months) ..................................... 79,800 Total Board Designated G r a n t s ................... $3.582.968

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

Achievem ent Center for Children ....................$15,007 • Equipment ........................................................... 28,008 Alcoholism Services of Cleveland, Inc..........................54

The First Congregational Church of Sonoma, Sonoma, California ............................ 133 The First United Methodist Church, Ashland, Ohio ..................................................... 5,770 Goodwill Industries of Greater Cleveland, Inc........ 942

. . . . 575

Greater Cleveland Neighborhood Centers Association .............................................9,714

.6,122

The Guidance Centers, Inc....................................... 205

Beech B r o o k ........................................................... 49,254

The Hebrew Free Loan Association .................... 1,000

Bellefaire ..................................................................6,862

Heights Blaugrund Lodge No. 1152 B'nai B'rith ...........................................1,617

American Bible Society, N ew York, N ew York American Red Cross, Greater Cleveland Chapter

Boy Scouts of America, Greater Cleveland Council No. 440 ....................................... 133

Heights Youth Center

Boys & Girls Clubs of G reater Cleveland, Inc............799

The Hiram H o u s e ................................................. 1,953

Catholic Charities C o r p o r a tio n .................................420 • Benefit of Parmadale-St. Anthony Youth Services Village ............................................8,280

Jeremiah's Inn, Worcester, Massachusetts.............. 106

Center for Families and Children ............................ 249 • Counseling Division .............................................. 37,010 • Day Nursery Association of C le ve la n d ................... 4,048 • Family Preservation Program ................................... 2,000 Children Forever Haven

.........................................1,275

Jewish Community Federation of Cleveland . . . 13,169 • Research or any other purpose.......................... 14,344 Jones Home of Children's Services.................... 18,348 • Capital improvements ....................................... 28,008 Lakewood Christian C h u rch .................................2,191

............................................751

Lakewood United Methodist C hurch.................. 3,826

The Children's Aid Society ....................................... 373 • Industrial H o m e .....................................................66,100

The Hattie Larlham Foundation, Inc., Mantua, O h io ..................................................... 12,638

Children's Services, Inc................................................. 921

Little Sisters of the Poor

Christ Episcopal Church ..........................................1,107

Lutheran Agencies Organized in S e rv ic e ............ 2,082

The Church Home

Marycrest School .................................................6,613

.................................................. 6,613

The Church of the Saviour, United M ethodist .

. 4,616

The City M is s io n .......................................................1,872

.....................................2,659

Missionary Servants of the Most Holy Trinity, Silver Spring, Maryland ...................................... 4,041

Cleveland Christian Home, Inc................................ 2,787

Our Lady of the Wayside, Incorporated, Avon, O h io ........................................................... 6,573

City of Cleveland, Director of Public Safety • Prevention of delinquency among boys ....................798

Parmadale-St. Anthony Youth Services Village

Cuyahoga County D epartm ent of Human Services • Special client needs .................................................. 728 East End N eighborhood House ............................ 3,048 Fairm ount Presbyterian C h u r c h ............................ 2,046 Federation for Com m unity P la n n in g ....................3,444 • Needy and deserving families and children ...........1,714 • Program at Business Volunteerism Council ...........2,530

. 13,904

Planned Parenthood of Greater Cleveland, Inc.......................................101,986 Rose-Mary Center

...............................................2,618

St. Andrew's United Methodist Church, Findlay, O h io ........................................................... 117 St. Dominic's Parish .............................................4,041 St. John Lutheran Church

.................................. 2,082

Social Services

continued

St. Martin's Episcopal Church ...................................133 The Salvation Arm y .............................................. 22,382 • Food for the hungry ..............................................1,516

Donor Advised Grants Grants are for general support unless otherwise noted.

Achievem ent Center for C h ild r e n .......................... $500

The Salvation Army, Ashland, O h i o ......................2,885

American Red Cross, Greater Cleveland Chapter . . 3,500

The Scottish Rite Benevolent Foundation, Lexington, M assach u setts......................................... 134

Beech B r o o k ............................................................. 2,700 • Spaulding for Children Adoption U n i t ....................5,000

Shaker Heights Lodge No. 45 FOP Associates . . . 2,334

Bellefaire Jewish Children's Bureau • Jewish Day Nursery Scholarship F u n d ........................ 500

The Shaker One Hundred, Inc.................................2,334 Sisters of Notre Dame • Physical education program for the Julie Billiart School ...................................12,213 Society of St. Vincent de P a u l .................................. 678 Southeast Family Y M C A ........................................... 300 Starr Com m onwealth for Boys, Albion, M ic h ig a n ....................................................1,344 The Suburban Temple

........................................... 1,006

The Three-Corner-Round Pack Outfit, Inc. • Camping p rog ram ................................................11,434 Trinity Cathedral

....................................................1,567

United W a y of Ashland County, Ohio, Ashland, Ohio ........................................................ 2,885

Boys & Girls Clubs of G reater Cleveland • Recreation programs in the inner city ....................5,000 Camp Sue O s b o r n .......................................................250 Catholic Charities C o r p o r a tio n .................................250 • Catholic Charities Services ..................................... 1,000 Center for Families and Children ............................ 750 • Rap Art C e n te r........................................................... 500 Central Virginia Foodbank, Richmond, Virginia . . . 1,000 Christ Episcopal Church ......................................... 2,000 The City M is s io n ...................................................... 2,750 • Benefit of the hom eless......................................... 1,212 Cleveland Foodbank, Incorporated

........................500

Cleveland Hungarian Heritage S o c ie t y ....................250

United W a y S e rv ic e s ........................................... 359,674

Cleveland International Program

Vocational Guidance Services .............................. 4,056 • Assistance to needy clients of Sunbeam School . . . 1,000 • Assistance to needy of Sunbeam School graduating class .................................................... 1,000

Cleveland Skilled Industries

........................3,500

..................................... 500

Cleveland Works, Inc................................................... 500

W est Shore Unitarian Universalist C h u r c h ........ 26,716

Cornucopia, Inc. • Nature's Bin in Cleveland H e ig h ts .......................... 5,000

Young Men's Christian Association, Ashland, Ohio ........................................................ 2,885

Council of International Programs • Eurasian Foundation East European P ro je c t...........1,000

Young Men's Christian Association of C le v e la n d .............................................................9,010 • Lakewood Branch ..................................................7,001 • West Side Branch..................................................14,004

Diocese of Ohio Episcopal Community Services F o u n d a t io n .......................... 1,000

Young W om en's Christian Association of Cleveland ...............................................................992 • Lakewood Branch ..................................................7,001 Youth Visions, Inc. • Big Brothers/Big Sisters Pro g ram ............................ 9,910 • Big Buddy/Little Buddy Program ............................ 8,919 Total Donor Designated G ra n ts ................... $1.035.537

East Side Catholic S h e lt e r ......................................... 250 Fairhill Center for Aging

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

Fairm ount Presbyterian C h u r c h ............................ 1,000 • New organ f u n d .........................................................494 Family Transitional Housing, Inc................................ 500 Federated Church of Chagrin F a l l s .......................... 464

The First Church of Christ, Scientist, Boston, Massachusetts • Church building restoration f u n d ...............................685 The Golden A ge Centers of G reater Cleveland, Inc.......................................................

500

G oodw ill Industries of G reater Cleveland, Inc.

. . 1,000

Greater Cleveland Neighborhood Centers Association ................................................ 1 qoo

Providence House, Inc.............................................. 1 850 Retired and Senior Volunteer Program of Greater Cleveland ............................................. 1,000 St. Christopher's-By-The-River .............................. 2,500 St. Joseph's Villa, Richmond, Virginia

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

St. Paul's Episcopal Church, Cleveland Heights . . 9,927

The Guidance Centers, Inc....................................... 1,000

The Salvation Arm y of Greater C le v e la n d ...........3,140 • Capital campaign for Painesville Salvation Army . . . 2,000

Hanna Perkins School

The Salvation Arm y of Lake County

• In memory of Mary Jo Taylor and Robert Walton . . 10,000

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

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

Sisters of Notre Dame • Julie Billiart S c h o o l................................................. 1,250

The H ebrew Free Loan A s s o c ia tio n ......................1,000

Stella Maris, Inc........................................................... 300

Heights Com m unity Congress • Dance project to promote diversity

Transitional Housing, Inc............................................ 250

H A R A M BEE: Services to Black Families

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

Heights Parent Center • Expansion of the Baby and Me Drop-In program . . 3,000 Hitchcock Center for W o m en , Inc.......................... 3,500 International Services Center • Rehabilitation of Bosnian and Croatian refugees in Cleveland.............................................. 1,000 Jew ish Com m unity Federation of Cleveland • 1996 Welfare Fund Campaign .............................. 2,000 Jewish W o m en International • Humor Cart at MetroHealth Medical Center .........2,500 Lake County Y M C A

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

The Hattie Larlham Foundation, Inc., M antua, Ohio

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

Little Sisters of the P o o r ............................................500 Make-A-Wish Foundation of Northeast Ohio, Inc..............................................1,000 Northcoast Food r e s c u e ..........................................5,000 Planned Parenthood Federation of Am erica, Inc., N ew York, N ew York • International program ............................................2,000 Planned Parenthood of Greater Cleveland, Inc. . . . 3,500 Plym outh Church of Shaker Heights Foundation . . 680 The Population Institute, W ashington, D.C.......... 3,000

United W a y Services............................................. 42,000 • Benefit of Geauga United Way Services................... 250 • Benefit of Greater Cleveland Community Shares . . 1,000 • Benefit of Women's Community Foundation........ 1,000 The Virginia Home, Richmond, Virginia

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

Virginia League for Planned Parenthood, Richmond, Virginia ............................................... 1,500 Vocational Guidance Services

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

W est Park United Church of Christ • Foundation F u n d ....................................................1,165 W om en's Community Foundation

..........................500

Y M C A of Cleveland, Geauga County Branch ........ 250 Young Men's Christian Association of Cleveland • Central renovation project .................................... 2,000 Young Men's Christian Association of Greater Richmond, V ir g in ia .............................. 2,000 Youth Visions, Inc..................................................... 1,500 • Big Brothers/Big Sisters Prog ram ............................2,000 Total Donor Advised G r a n ts ............................$183.417

__________________________ eySzdis__________________________

Total Social Services Grants

$4 ,801,922

Board Designated, Donor Designated and Donor Advised

Geographic Funds Grants

L. Dale Dorney Fund Grants The Findlay-Hancock County Advisory Committee The Hon. Allan H. Davis, Chairperson G. Norman Nicholson, Vice Chairperson Rev. G. Terry Bard Lee R. Luff Patrick W. Rooney Judy Rower James W. Speck The Hon. John P. Stozich Charles J. Younger

Family Service of Hancock County • Study on impact of managed care and feasibility of strategic partnership with community organizations.........................................................$7,302

Findlay Hope House for the Homeless, Inc. • Housing and community resource manager (over two ye ars).................................................... 17,000

The Findlay Service League • Start-up support of Kindergarten-Findlay After and Before School Sessions program (over two years).................................................... 18,490

Civic Affairs City of Findlay • Consultant assistance for analysis of traffic signal s ys te m ....................................... $21,000

Hancock County Agricultural Society • Feasibility study on relocating the fairgrounds . . . 10,000

Hancock County Board of Commissioners • Consultant assistance for countywide water and sewer district operating plan

Social Services

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

United Community Fund of Hancock County dba United W ay of Hancock County • Olympic Torch Relay activities in Hancock County . . . 600

Young Men's Christian Association of Findlay • Consultant assistance for development plan for Camp Mosshart ..................................... 22,350

Total Social Services Grants ............................. $65.742

Total Civic Affairs G r a n t s .................................$51.000

Special Philanthropic Services Cultural Affairs

The Cleveland Foundation (Inc.)

Findlay Area Arts Council • Artistic programs (over 18 m onths)......................$7,000

Hancock Historical Museum Association • Research and exhibits (over three years)

.............17,481

Total Cultural Affairs Grants ...........................$24.481

Education

• Operating budget for the L. Dale Dorney Fund and The Findlay-Hancock County Community Foundation for 1997 ......................................... $51,558

The Findlay-Hancock County Community Foundation • Operating budget for 1996 ................................... 8,452 • Operating budget for 1997 ................................. 13,089

Total Special Philanthropic Services Grants . . . $73.099

Findlay Area Chamber Foundation • Start-up support for the Community Education Association by the Education Committee ........ $20,280

Findlay Board of Education-Findlay Public Schools • Alternative Academy for the middle s c h o o l........ 48,550

The University of Findlay • Community Education and Technology Center . . . 56,987

Total Education G ra n ts ...................................$125.817

TOTAL L. DALE DORNEY FUND GRANTS

Lake-Geauga Fund Grants The Lake-Geauga Committee Molly Offutt, Chairperson (effective April 1997) Barry M. Byron Lawrence J. Dolan Debra Hershey Guren (effective April 1997) Arlene M. Holden (completed term March 1997) George B. Milbourn (effective April 1996) James F. Patterson John Sherwin Jr. (completed term as chairperson, March 1997)

Civic Affairs The Cleveland Foundation (Inc.) • Technical assistance to City of Mentor on use of the Mentor lagoons .......................... $10,000

Habitat of Painesville • General support

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

Leadership Lake County, Inc.

The Lakeland Foundation • Establishment of Lakeland Free-Net community computer system .............................. 26,850

Learning About Business • General su p p o rt........................................................ 800

Morley Library • General support

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

Total Education G ran ts.....................................$93.650

Scholarships The Cleveland Foundation (Inc.) • General scholarships for residents of Painesville not attending Lake Erie College ........................$47,000 • Scholarship support for third- and fourth-year students from Lake and Geauga counties attending Ohio's medical schools ..................... 100,000

• Start-up support for youth leadership program (over three y e a r s )................................... 15,000

Lake Erie College

Willoughby Municipal Court

The Lakeland Foundation

• Evaluation of pilot program for chemically dependent women .............................. 4,000

• Scholarship support for Painesville-area students attending Lakeland Community C o lle g e ............................................. 10,000

Total Civic Affairs Grants ................................. $30.000

• Scholarship support for Painesville-area students . . 10,000

Total Scholarship G rants.................................$167.000

Cultural Affairs Lake County Historical Society • General support

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

Lake Erie College • Lake Erie Fine Arts series ....................................... 7,000

New Organization for the Visual Arts (NOVA) • Artists' Open Studio Days and Lake and Geauga counties constituency development p la n ............... 6,200

Total Cultural Affairs Grants

........................... $18.200

Education Lake Erie College • Arthur S. Holden College Center ......................$30,000 • Plan and implementation of "Crossing Cultures, Crossing Disciplines: Initiative in Interdisciplinary Education" program for humanities, social and natural sciences (over two years).......................... 35,000

Health Lake County Society for Rehabilitation of Children and Adults, Inc. • General support ................................................. $1,000 • Hearing Aid Shoppe for low-cost hearing aids (over two years) .............................. 22,500

Lake Hospital System, Inc. • Medical library acquisitions.................................... 4,000

Total Health Grants ......................................... $27,500

Social Services Boy Scouts of America, Northeast Ohio Council • General s u p p o rt......................................................$500

Camp Sue Osborn • General su p p o rt........................................................ 500

Chardon Community Day Care Center • Relocation of facility

........................................... 30,000

Special Philanthropic Services Grants Geographic Funds

continued

Crossroads: Lake County Adolescents

Business Volunteerism Council

• Attention Deficit Hyperactivity Disorder program to provide centralized outpatient services ............. 8,000

• Operating support (fourth y e a r )........................

Case Western Reserve University

Lake County Educational Service Center • Art therapy pilot program by the Juvenile Court

$60,000

. . 1,500

Lake County YMCA • Comprehensive childcare program for infants and to d d le rs ....................................... 20,000 • General support .................................................... 1,000

• Alumni Association's Leadership in Nonprofit Management Award lu n c h e o n .........2,500

The Cleveland Foundation (Inc.) • Anisfield-Wolf Community Service and Book A w a rd s ................................................ 63,650 • Grantmakers Forum ......................................... 145,473

Lake Erie Girl Scout Council • General su p p o rt........................................................ 500

Donors Forum of Ohio, Columbus, Ohio

The Salvation Army of Greater Cleveland

• Promotion of Philanthropy Initiative (over two years) ..................................................

• General support of The Salvation Army of Lake C o u n ty............................................. 1,000

The Foundation Center, New York, New York

Therapeutic Riding Center, Inc. • Capital cam paign.................................................. 25,000

United W ay of Lake County, Inc. • General support

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

50,000

• Operating support of The Foundation Center - C leveland.............................................. 94,200 • Strategic plan of The Foundation Center - C leveland................................................ 4,000

United W ay Services

Women & Philanthropy Inc., New York, New York

• Countywide visioning project for Geauga County ............................................. 19,000

• LEAD! (Leadership for Equity and Diversity) initiative (second year) .......................... 7,500

Total Social Services Grants ...........................$108.000

TOTAL LAKE-GEAUGA FUND G R A N T S .......... $444.350

Total Board Designated G ra n ts ..................... $427.323

D onor A d vise d G rants Grants are for general support unless otherwise noted.

Bratenahl Community Fo u n d a tio n .................... $1,000

Total Geographic Funds Grants

$784,489

Business Volunteerism Council ............................

5,000

The Cleveland Foundation (Inc.) • Unrestricted charitable purposes .......................... 3,572

Total Donor Advised Grants ............................. $9.572

_________________________ __________________________________

Total Special Philanthropic Services Grants

$436,895

Board Designated and Donor Advised

--------------------------------------

Other Disbursements

Aurora Schools Foundation • General and scholarship support

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

$694

The Cleveland Foundation (Inc.) • Operating budget of The Cleveland Foundation for the year 1997 ........................ 4,792,200 Federation for Com m unity Planning • Health and human services p ro g ram s........................ 75 The Catherine Horstm ann Home

........................ 3,852

Lutheran M etro politan Ministry Association . . . 10,864 National Society to Prevent Blindness, Schaumburg, Illinois • Prevent Blindness Ohio p ro g ram s..............................

Ohio Hum anities Council, Columbus, Ohio • Programs to further the humanities in Cleveland . . . 450 St. Jam es A .M .E. C h u r c h ....................................... 2,500 Total O ther Disbursements

$4.810.665

The Distribution Committee

Civic Affairs and

Development

Editor

and Board of Trustees

Economic Development

Marjorie M. Carlson

Lynne E. Woodman

Charles A. Ratner

Jay Talbot

Director of Development

Chairperson

Senior Program Officer and Manager of Special Projects

Jerry V. Jarrett Vice Chairperson

James E. Bennett III Doris A. Evans, M.D.

Pamela L. George Program Associate

Arline Nosse

Adrienne Lash Jones

Vance Sullivan

Catharine Monroe Lewis

Program Assistants

Alex Machaskee

Stephen Rowan Assistant Director of Development

Nancy McCann

Linda M. Estacion Carolyn G. McKendry Celene E. Petkash Development Assistants

Cultural Affairs

Alfred M. Rankin Jr.

Kathleen A. Cerveny

John Sherwin Jr.

Program Officer

Finance and Information Systems

Jerry Sue Thornton

Joan M. Cerne

J.T. Mullen

Program Assistant

Chief Financial Officer/Treasurer

David L. Stith Bank One, Cleveland, N A

John R. Macso First National Bank of Ohio

George S. Brookes

Additional Photography

Kathy Parker

Shirley M. Ulstad

Senior Accountants

Convention and Visitors Bureau of Greater Cleveland Joan Tiesel

Program Assistant

Health Robert E. Eckardt

Beth Darmstadter-Volz

Susan Lajoie Eagan

Program Associate, Health and Philanthropic Services

Joyce E. Schneider

Karen Louie

Marvelous Ray Baker Diana L. Davis Executive Assistants Lynn M. Sargi Human Resources Administrator

Social Services Goldie K. Alvis Senior Program Officer

Marci Bernstein Lu

Cleveland Enterprise Group

Edna M. Deal

Ohio Canal Corridor Tim Donovan

Account Clerk

Janice M. Cutright Information Services Specialist

David L. Mueckenheim

Program Assistant

Findlay and Hancock County

Cleveland Public Library Diana McNees

Barbara M. Deerhake Director, The Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Domey Fund

General Counsel Malvin E. Bank

Roberta W. Allport Administrative Officer/ Corporate Secretary

Janet M. Carpenter Office Services Administrator

Philanthropic Services Michael J. Hoffmann Senior Program Officer and Principal Staff, The Lake-Geauga Fund and Supporting Organizations

Juanita L. Worthy Program Assistant

East Cleveland Public Library Rodney L. Brown Diabetes Association of Greater Cleveland Case Western Reserve University Michael Sands Boy Scouts of America, Greater Cleveland Council No. 440 Findlay Board of Education Therapeutic Riding Center, Inc. Peter Nguyen

The staff list reflects the organization of the Foundation as of March 31, 1997

University School Close-Up Foundation Amy S. Boyer The Health Museum

Marla L. Hammel Program Assistant

Pierretta H. Wingfield Records Management Administrator

SPACES Howard Agriesti (Brinsley Tyrrell, artist) Cleveland Signstage Theatre, Inc. Steve Zorc

Thompson, Hine & Flory

Administrative

City Architecture

Programmer/Analyst

Program Associate

Linda Harris Stewart

Herb Ascherman

Accountants

Program Assistant

Associate DirectorfVice President

Leslie A. Dunford Special Assistant

Dale Omori Daniel Milner

Jean A. Lang

Senior Program Officer and Manager of Grant Evaluation

Executive Director/President

Principal Photography

Finance Assistant

Stephen E. Wall

Steven A. Minter

H2N Design

Education

National City Bank

Executive Office

Kathy S. Parker Celene E. Petkash

Carol K. Willen Senior Program Officer

Donna S. Tan

Key Bank, N A

Editorial Assistants Jean A. Lang

Design

Deanne M. Machen

Huntington National Bank

William E. MacDonald III

Mary Frances Knuth Alicia M. Ciliberto

Development Associate

James V. Patton

Trustees Committee

Associate Editors

Communications Lynne E. Woodman Director of Communications

Martha A. Burchaski

Mary Frances Knuth

Receptionist

Communications Associate

Alicia M. Ciliberto Communications Assistant

Cuyahoga Metropolitan Housing Authority Marotta Montessori Schools of Cleveland

he Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. Our ability to achieve this mission and to foster a commitment to excellence can best be pursued if our workforce, grantees, donors, partners and governing body include individuals of diverse backgrounds, beliefs and perspectives. The Foundation believes that diversity encompasses, but is not limited to, age, gender, race, national origin, religious beliefs, physical abilities and characteristics, sexual orientation, economic circumstances and lifestyle. Thus, the Foundation is committed to fostering a supportive work environment which respects and appreciates diversity in its many forms and provides all staff members with an opportunity to maximize the use of their work-related skills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland community. We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the benefits of diversity. Finally, in order to achieve the highest standards in all our activities, it is important that the Foundation benefit from the perspectives of many different segments of the community. Toward this end, we seek to collaborate with donors of varying means and interests. In addition, we encourage those individuals and organizations who appoint members to our Board of Trustees to seek community leaders who will bring varying

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The Cleveland Foundation

216/861-3810 â&#x2013; 1422 Euclid Avenue, Suite 1400 Cleveland, Ohio 44115-2001