Cleveland Foundation – 1998 Annual Report by The Cleveland Foundation

1 998 Sum m ary $1 ,4 5 9 ,3 4 5 ,9 6 4 Assets at December 31, 1998

$3 0 , 1 78,271 New Assets Received 1998

$4 7 ,3 5 1 ,6 3 4 Grants, Program-Related Investments and Administrative Expenses Authorized

C ontents 2 Letter from the Chairperson and Executive Director/President 4 Board of Trustees and Distribution Committee 6 Executive Officers and Senior Staff

8 Grantmaking Overview 2 0 Giving to our Community 3 8 1998 Financial Highlights

Mission S ta te m e n t The Cleveland Foundationâ&#x20AC;&#x2122;s 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.

At the close of 1998, The Cleveland Foundation celebrated several milestones, including our 85th anniversary and our third-largest gift year. We m ade the largest aw ard in our history, $5.5 million, to N eighborhood Progress, Inc., and our assets totaled

From

the Chairperson and E x e c u t i v e Director/President

$1.5 billion at year-end. The year included a number o f im portant activities that exemplify our mission. We were pleased to be highly supportive of significant changes in the Cleveland M unicipal School District, including imple mentation of m ayoral control, a newly appointed nine-member board and the district’s first Chief Executive Officer and Superintendent. The Board of Cuyahoga County Com m issioners took the lead in addressing the needs o f our youngest citizens. We partnered with the County, other funders, and health and social service agencies to improve the well-being of children in Greater Cleveland. The County’s new Early Childhood Initiative focuses on the quality of life from birth to age three. We continued our support of Cleveland’s arts and cultural sector: two areas are noteworthy. In September, we announced Building the A rts’ Strength in Cleveland (BASICs), a model plan for this community and region. Targeted to 17 cultural organizations, BASICs provides operating support and additional dollars to help them

Charles A. Ratner, Chairperson (left) Steven A. Minter, Executive Director/President (right)

strengthen their ability to manage risk. The Community Partnership for Arts and Culture, formed in 1997, is

now leading Cleveland’s first comprehensive cultural planning process. Its steering committee includes leaders from businesses, labor, philanthropy, the arts, neighborhoods and elected officials. Over the last 85 years, we have worked consistently on parks and recreation. In the 1920s, we helped establish the concept o f M etropolitan Park Districts and the “ Em erald N ecklace” of M etroparks ringing the city. This year we supported the newest M etropark, the Ohio and Erie C anal Reservation, and the Ohio H eritage C orridor that will stretch 87 miles from Cleveland to Zoar. In 1999, we com m em orate the 50th anniversary of the Council on Foundations, established to “ promote responsible and effective philanthropy.” We were am ong 41 original Council members who recognized the value of working together on key issues of public policy and nurturing the growth of philanthropy. In 1949, there were 90 community foundations; today there are more than 700, all modeled on Cleveland. We remain a leader in the community foundation movement. Professionals from emerging foundations

The $47 million in grants awarded last year were

in Poland, Jap an , Venezuela, Italy, and Syria visited

made possible through the generosity of our donors:

Cleveland to meet with our staff and study our role

1998 gifts ranged from five dollars to $8.2 million. We

in our community.

honor the memory of Elizabeth M arting Treuhaft who,

We thank the people who carry out the

with her late husband Bill, established the Treu-Mart

Foundation’s work, including our nationally recog

Fund — the first supporting organization for both a

nized staff and volunteer leadership. O ur 11-member

Jewish Community Federation and a community founda

board provides thoughtful counsel on community

tion. This year we welcomed two new supporting

issues, as do leaders of our supporting organizations

organizations: M edical M utual of Ohio Charitable

and special funds. We mourn the passing of M olly

Foundation and The Billie Howland Steffee Family Fund.

O ffutt, a civic leader in education and the environ

We are very pleased to present this report of our

ment, who chaired our Lake-G eauga Fund.

1998 activities.

Steven A. Minter

Susan Lajoie Eagan

Executive

J.T. Mullen

Teri A. Hansen

Roberta W. Allport

Leslie A. Dunford

Officers

S te v e n A. M in te r

R o b e rta W. A llp o rt

E xecutive D irector an d President Jo in e d the s ta ff in 1975 Steve M inter has served since 1984 as the Fou ndation ’s seventh chief executive officer. He formerly w as M assachusetts Com m issioner of Public Welfare and the first Under Secretary of the United States D epartm ent o f Education. H e currently is a trustee of The Cleveland Initiative for Education, Leadership Cleveland and The College of Wooster, as well as a director o f several corporations. H e also serves in a number o f national and regional organizations. He is a graduate o f Baldwin-W allace College and holds a m aster’s degree in social adm inistration from Case Western Reserve University.

Vice President for Adm inistration Program Officer, Philanthropic Sector Jo in e d the s ta ff in 1987 R oberta Allport serves on the D on ors Forum o f O hio Com m unity Foundations Com m ittee, the Com m unity Foundations Strategic Alliance and is an advisory board mem ber o f the Volunteer Trustee Institute. She holds a bachelor’s degree in literature and political sci ence from Gettysburg College and a m aster’s degree in urban studies from Cleveland State University.

Leslie A. Dunford S usan L ajo ie Eagan Executive Vice President Jo in e d the s ta ff in 1980 Susan E agan oversees all grantm aking and other Foundation pro gram m atic activities. She currently co-chairs the Ohio Courts Futures Com m ission and serves on the boards o f Women &c Philanthropy and the Com m unications N etw ork in Philanthropy. She also has held sig nificant leadership positions in D onors Forum of Ohio and the Forum o f R egional A ssociations of Grantm akers. She holds a Ph.D. in public policy from the Joh n F. Kennedy School of Government at H arvard University and has taught at the University o f M assachusetts.

C orporate Secretary/Special A ssistant Jo in e d the s ta ff in 1990 Leslie Dunford is special assistant and corporate secretary o f The Cleveland Foundation. She held a number o f positions in the program and adm inistrative areas before assum ing her current role in 1997. Leslie is the Foundation’s liaison with its board o f trustees and legal counsel and serves as an advisor on m atters of governance, com m uni ty events, management and general operations. She currently serves on the program committee for the D onors Forum of Ohio and is a member of the American Society o f C orporate Secretaries. She holds a bachelor’s degree in com m unications from Gannon University.

J . T. M u llen C h ief Financial O fficer/Treasurer Jo in e d the s ta ff in 1987 J.T. Mullen is responsible for the Foundation’s investment, financial reporting and information systems. A former m anager with Arthur Young & Company, he also worked for the Board of Cuyahoga County Com m issioners. Currently, he serves on the boards of Catholic Charities Foundation and D onors Forum of Ohio. J.T. holds a bache lor’s degree in business administration from Cleveland State University.

Teri A. H ansen Vice President fo r G ift Planning an d D on or Relations Jo in e d the s ta ff in 1998 Teri H ansen oversees all gift planning services and donor relations for the Foundation. She is a mem ber of the N ation al Planned Giving Com m ittee, N ation al Society for Fundraising Executives, Community Foundations Strategic Alliance and N ation al Advancement N etw ork for Com m unity Foundations. She holds a degree in journalism from San D iego State University and attended Indiana University’s School of Philanthropy.

Senior

Staff

G oldie K. Alvis Senior Program Officer, Social Services Jo in ed the s ta ff in 1985 Goldie Alvis co-chairs the Grantm akers Forum Ad H oc Funders Committee on H unger and H om elessness and the C uyahoga County H um an Services planning committee advising on welfare reform im plementation. She is a 1999 recipient of the YW CA Greater Cleveland Women of Achievement Award. She holds a m aster’s degree in social adm inistration from the M andel School of Applied Social Sciences at C ase Western Reserve University and a juris doctor from Cleveland-M arshall College of Law.

C a p ric e Bragg G ift Planning O fficer Jo in ed the s ta ff in 1999 Caprice Bragg joined the Foundation from K eyCorp M anagem ent C orporation, where she w as a vice president and assistan t legal counsel. Formerly, she w as a hum an resource consultant for Ernst 8c Young and an employee benefits associate with Benesch, Friedlander, C oplan &c Aronoff. She holds a degree in English and governm ent from Oberlin College and a juris doctor from N ew York University School o f Law.

'3 r s

<'1

Goldie K. Alvis

C aprice Bragg

Kathleen A. C erveny

Stephen Rowan

Jay Talbot

Lynne E. Woodman

Robert E. Eckardt

M ichael J. Hoffm ann

Jeff Lydenberg

W illiam S. M cKersie

K a th le e n A. C erven y

W illia m S. M c K e rs ie

Senior Program Officer, Arts an d Culture Jo in ed the s ta ff in 1991 Kathleen Cerveny has been a w orking artist, educator, development officer and aw ard-w inning producer of arts program m ing for public radio station W CPN. A graduate o f the Cleveland Institute o f Art, she has exhibited her artw ork nationally. She is a past board presi dent of Ohio Designer Craftsm en and currently serves on the Executive Com m ittee o f Grantm akers in the Arts, a national service organization.

Senior Program Officer, Education Jo in ed the s ta ff in 1997 Bill McKersie oversees grantmaking in elementary, secondary and higher education and the Foundation’s scholarship program . During 1998-99, he is serving on two statewide commissions and panels, one to help the new state superintendent review the Ohio Department of Education and the other to help establish an Ohio principals’ leadership academy and network. He holds a Ph.D. in education from The University of Chicago.

R o b e rt E. E ck a rd t

S tep h en R ow an

Senior P rogram Officer, Health M an ager o f G rant Evaluation Jo in e d the s ta ff in 1982 Bob Eckardt m anages grantm aking in health, aging and environmen tal affairs and oversees grant m onitoring and evaluation. He serves on the boards o f Grantm akers in H ealth, Grantm akers in Aging and chairs the G rantm akers Evaluation N etw ork. He holds a certificate in gerontology and a doctorate in public health with a specialty in health policy from the University of M ichigan.

Program Officer, Econom ic D evelopm ent Jo in ed the s ta ff in 1996 Stephen Row an w as formerly a partner of Ulmer 8c Berne, LLP and chief deputy administrator o f the Board of Cuyahoga County Commissioners. H is civic activities include involvement with the Cleveland-M arshall College of Law Alumni Association. He is a graduate of Cleveland-M arshall College o f Law and Trinity Theological Seminary.

J a y Talbot M ic h a e l J. H offm ann Senior Program Officer, Philanthropic Services Jo in e d the s ta ff in 1981 M ichael Hoffm ann is principal staff to the Lake-G eauga Fund, seven o f the Foundation’s supporting organizations, and several donor-advisor funds. A former treasurer of the Cleveland M unicipal School District, he holds a bachelor of arts degree from FennCleveland State University and a m aster o f business adm inistration from C ase Western Reserve University.

Senior Program Officer, Com m unity D evelopm ent M anager o f Special Projects Jo in e d the sta ff in 1984 Ja y Talbot m anages the Foundation’s program activities in community developm ent and m anages special interdisciplinary projects. He is a board member o f the Village C apital Corporation and is active in the Greater Cleveland Growth A ssociation’s Jo b s and W orkforce Initiative. He holds a m aster o f business adm inistration from X avier University.

J e ff Lydenberg

Lynne E. W oodm an

G ift Planning O fficer Jo in e d the s ta ff in 1999 Je ff Lydenberg joined the staff from the Cleveland Clinic Foundation, where he w as assistant director of planned giving. H e also w as an associate with T hom pson, Hine 8c Flory LLP and taught for five years at the DePaul School of N ortheast Ohio. He holds a degree in Am erican Studies from Kent State University and a juris doctor from the C ase Western Reserve University School of Law.

D irector o f Com m unications Jo in ed the sta ff in 1993 Lynne W oodm an has been a professional m usician, journ alist and educator, and w orked in corporate and nonprofit com m unications. She chairs the D on ors Forum of O hio Statew ide Com m unications Com m ittee and is a member o f several national profession al organ i zations. She holds a bachelor’s degree in m usic from O hio Wesleyan University and a m aster o f business adm inistration from C ase Western Reserve University’s W eatherhead School o f M anagem ent.

Arts

and

Culture

Our chief 1998 activities in arts and culture built on recommendations of The Cleveland Foundation Civic Study Commission on the Performing Arts. In its final report, the Commission called on funders to provide badly-needed operating support to arts organizations and require them to develop “ best practices.” In September we announced the BASICs

The P a rtn e rs h ip re s e a rc h e d th e a r e a ’s c u ltu ra l com m unity, c o lle c tin g d a ta on p u b lic a w a re ness a n d opinion, ec o n o m ic im p a c t, n e ed s a s s e s s m e n t a n d c o m p a ra tiv e a n a ly s e s o f a rts funding a n d a rts p a rtic ip a tio n in o th e r c itie s .

program (Building the Arts’ Strength in Cleveland) to address the Commission’s charge. BASICs will provide operating support for five years to 17 selected arts

and interviews. The cultural plan will

organizations. The same groups also can

be complete by the end of 1999.

apply for grants to help them plan realisti

The Convention and Visitors Bureau

cally and successfully for the future and

called attention to the value of a strong

generate the resources - human, financial

arts community when it launched a 24-

and structural - to act on those plans.

month campaign to draw visitors to

The Civic Study Commission also

Greater Cleveland. Cleveland’s arts and

recommended that Cleveland develop a

cultural assets were the campaign’s core

cultural plan and public support for the

selling tool.

arts. In 1997, we funded start-up of the

We supported two new media ventures

Community Partnership for Arts and

that cover the arts: WVIZ-TV’s weekly

Culture, which is leading Cleveland’s first

arts and culture magazine-format sh ow -

comprehensive cultural planning process.

App\ause\ - broadcast on public television,

Its 2 1 -member steering committee

and Access to the Arts’ radio interview

includes leadership from area businesses,

series taped before a live audience with

labor, philanthropy, the arts, neighbor

a question-and-answer segment.

hoods and elected officials. Beginning in 1998, the Partnership

for the Foundation. We supported ICARE,

researched the area’s cultural community,

the Initiative for Cultural Arts Education

collecting data on public awareness and

in the Cleveland Municipal School

opinion, economic impact, needs assess

District, and the Diocese of Cleveland’s

ment and comparative analyses

enhanced fine arts program for inner-city

of arts funding and arts participation

and urban Catholic elementary schools.

in other cities. M ost of this research was new to Cleveland. The Partnership used two approaches to gather information: the services of two

Arts in education remained a key focus

f t

)

In late 1998 the restored Allen Theater opened its doors. Refurbished in part with a Cleveland Foundation grant, the Allen makes Playhouse Square the nation’s

nationally-known arts consulting firms

largest restored theater complex. The

and a process that engaged people

grant also created an Associates Council

throughout Northeast Ohio in the plan.

of Playhouse Square’s resident performing

Community dialogues took place in 21

arts companies. The Council meets regu

neighborhoods throughout the seven-

larly to explore shared goals and

Cleveland School of the Arts: Urban Nutcracker

county region, supported by surveys

opportunities.

Great Lakes Theater Festival: Richard III

CLOCKWISE FROM ABOVE:

Cleveland Opera: Carmen

1998 Arts and Culture Grants

P riorities for â&#x20AC;&#x2DC;99 Building risk-management capacity Supporting effective arts in education Increasing comm unity arts participation Increasing access to the arts Improving public awareness

$ 9 ,9 4 6 ,8 0 3 ________ 1998 Community Developm ent Grants and Program-Related Investments

$ 1 ,3 4 8 ,2 8 5 _________ 1998 Economic D evelopm ent Grants

P rio rities for ‘9 9 Community Development ■ Improving neighborhood quality of life ■ Supporting com m unity developm ent planning ■ Promoting workforce developm ent

Economic Development ■ Stimulating governm ent/business partnerships ■ Strengthening institutional capacity ■ Supporting programs to assist entrepreneurs

THE A R C A D E

EUCLID

AVENUE

ELEVATION

Community

and

Economic

Development

In early 1998, we made our largest-ever

those moving from welfare to work can

award - $5.5 million - to Neighborhood

find job training. A grant to Youth

Progress, Inc. (NPI), an umbrella organi

Opportunities Unlimited helped young

zation working to revitalize Cleveland’s

people living in Cleveland’s Empowerment

neighborhoods. NPI will co-develop pro

Zone find entry-level jobs. We also sup

jects that need its technical expertise and

ported the Cleveland Industrial Retention

test new ways to speed neighborhood

Initiative, which works to keep businesses

renewal. It also will continue building the

- and the jobs they provide - in the city.

capacity of Cleveland’s community devel

Many families have great difficulty

opment corporations, each of which runs

finding affordable, reliable used appli

housing and commercial development

ances. The St. Vincent de Paul Society’s

programs in its neighborhood.

Recycling for Reuse project recovers used

A related grant to the Cleveland

large appliances and mattress “ seconds”

Housing Network will help double pro

and hires and trains local residents to

duction of homes for moderate-income

repair them. The refurbished, guaranteed

families in the city, where demand is rising,

products meet an important need and are

over the next three years. Other grants

in high demand.

supported programs for new and rehabili tated homes and home repair in East Cleveland, and renovation of historic homes bordering the Ohio and Erie Canal. Ongoing urban plans such as Civic Vision 2000 and Beyond stress the impor tance of a livable downtown as another

In 19 98 w e m a d e our la rg e s te v e r a w a rd - $ 5 .5 m illio n - to N eighborhood Progress, In c. (N P I), an um b rella o rg a n iza tion w o rking to re v ita liz e C le v e la n d ’s neighborhoods.

neighborhood in the urban mix. Grants CLOCKWISE FROM TOP-

Cleveland Metroparks’ new Ohio and Erie Canal Reservation

to Downtown Development Coordinators, the Gateway Development Corporation,

Self-sufficiency is a challenge for

Neighborhood Progress, Inc.

Flats Oxbow Association and the Historic

poor and working-poor families. A grant

Downtown Development Coordinators, Inc.

Warehouse District supported downtown

to the WECO Fund (Working to Empower

development projects that combine to

Community Organizations) helped it

Greater Cleveland RTA Euclid Corridor Improvement Project

make a more attractive central city.

BELOW:

Neighborhood Progress, Inc.

Only three miles from downtown lies

administer an Individual Development Account program. ID As are leveraged

the newest Cleveland Metropark. We sup

savings and investment accounts that help

ported a new visitor center, exhibits and

low-income people save for education,

public outreach for the Ohio and Erie

home ownership or capitalizing a small

Canal reservation bordering the Cuyahoga

business.

River. The park will serve city dwellers from a variety of urban neighborhoods. A well-trained workforce is critical to

Shorebank Enterprise Group Cleveland works to strengthen economic and business development in traditionally

the region’s manufacturing sector. Support

under-invested Cleveland neighborhoods.

to the Cleveland Advanced Manufacturing

With Foundation support, Shorebank will

Program helped renovate a building near

expand its focus on developing enterprise

downtown into a teaching factory where

centers and providing services and financ

older workers can keep skills current and

ing to area entrepreneurs.

Education

The year’s most significant development in

independent journal will report on local

education was implementation of mayoral

school improvement efforts to a diverse

control in the Cleveland public schools.

group of Clevelanders concerned with

Mayor Michael White immediately seated

school reform.

a new nine-member appointed board,

Ohio soon will demand higher acade

and two months later named Barbara

mic performance from all public school

Byrd-Bennett as the schools’ first CEO.

students by rating school districts and

New governance models need new

requiring measurable improvements from

support: we funded the search for the

those that fall short of standards. We

new chief executive, a strategic communi

began exploring how these new require

cations plan for the district and training

ments will affect schools throughout

and support for the new board.

Greater Cleveland.

Transforming urban education involves more than governance issues. Because 16 percent of Cleveland Municipal School District students are enrolled in special education, we

We h a ve a long h is to ry o f a w a rd in g scholarships; in 1998, w e g a v e m ore th an $ 2 .5 m illio n an d donors e s ta b lis h e d th re e n e w sch o larsh ip funds.

supported a major review of the district’s special education programs. Support for systemwide reform

We have a long history of awarding scholarships; in 1998, we gave more than

includes funding for innovative work at

$2.5 million and donors established three

individual schools, because Cleveland

new scholarship funds. We also began a

needs more examples of schools and com

process to strengthen the creation and

munities that are educating students

management of scholarship funds at the

effectively. Our grant to The Cleveland

Foundation.

Education Fund supported teams of princi

In 1998 we made our first grant to a

pals, teachers and parents advancing their

community, or charter, school. These inde

schools’ Academic Achievement Plans.

pendent public schools can bolster public

The Federation for Community

education; they provide a new way for

Planning received support to lead a multi

districts to foster strong, distinctive

year effort linking area health and human

schools and hold them accountable.

services with public education. The goal is

We will look for nine important criteria

to strengthen each child’s family and com

as we assess community schools, including

munity support system, raising attendance

accountability plans, a broad-based board,

and academic achievement.

parent and community engagement,

We also are exploring ways in which colleges and universities can carry out

educational expertise and experience, and a solid business plan.

research and evaluation to guide educa

Higher education support included a

tion decisions for the Cleveland schools.

grant to Lorain County Community College

Our goal is to foster stronger links

for a co-op program linked to workforce

between higher education and the district.

initiatives in Northeast Ohio. Cuyahoga

Our grant to the Community Renewal

Community College received support for

Society (Chicago) supports a Cleveland

a Think Tank to develop new degree pro

edition of Catalyst: Voices o f School

grams and innovative teaching methods.

Reform. As is the case in Chicago, this

ABOVE:

Baldwin-Wallace College TOP:

Case Western Reserve University Cooperative Education Program

t5 ,4 6 4 ,2 9 2 398 Education Grants

Priorities for â&#x20AC;&#x2DC;9 9 Restructuring governance and m anagement Strengthening le a d ership/tea ch in g/ parent involvement Enhancing research/evaluation/reporting Fostering new approaches to governance/ m anagem ent/service delivery

$ 7 ,4 4 6 ,5 5 8 1998 Health Grants

P riorities for ‘99 ■ Supporting health care for indigent and uninsured ■ Improving care for people with chronic conditions Aiding comm unity transition to managed care/capitation

Health

Health care’s largest challenge remains

gram, which provides in-home and

responding to managed care. In particular,

community-based nursing care. We also

the rapid growth of mandatory managed

supported a program through Southwest

care for persons served by Medicaid and

General Health Center that teaches natur

Medicare has generated myriad consumer

al “gatekeepers” such as postal workers

questions and concerns.

and meter readers to watch for potential

We a s s is te d a n u m b er o f a g e n c ie s in form ing p a rtn e rs h ip s th a t e n ab le th e m to c o n tra c t w ith m ore m a n a g e d c a re providers; s e v e ra l o f th e s e e ffo rts m a d e s ig n ific a n t progress in 1998.

Our grant to the Western Reserve Area Agency on Aging, focused on consumer issues, drew national attention. The pro

health problems in frail or home-bound elderly residents. As the population ages, the growing

gram helps Medicare recipients

demand for health care creates entry-level

understand their health care options and

job opportunities for individuals moving

includes a complaint resolution mecha

from welfare to work. We funded the

nism. Other communities are considering

Greater Cleveland Chapter of the American

ways to replicate the program. A related

Red Cross for a nurse’s aide training and

grant to Merrick House enables its HEAL

placement program, and the Benjamin

project to continue bringing to light a

Rose Institute to improve job training and

variety of consumer issues around

work satisfaction for nursing assistants in

Medicaid managed care.

area nursing homes.

We continually seek ways to foster

Focusing on underserved or smaller

improved care for people with chronic

communities, we also funded an improved

conditions. A grant to Heather Hill sup

data base on sickle cell disease, a housing

ported a new behavioral health unit for

and meal program for Chinese senior citi

patients needing long-term care; we also

zens, and a study of the palliative care

supported efforts by Hospice of the

needs of terminally ill patients and their

Western Reserve to improve care for ter

families in the Hispanic community.

minally ill cancer patients. Smaller nonprofit health care agencies

In the past several years, a number of new foundations have emerged in Greater

are struggling with new issues raised by

Cleveland, funded through the sale of not-

CLOCKWISE FROM TOP:

managed care and related market changes.

for-profit hospitals that have long served

Merrick House: Teen Education Program

We assisted a number of agencies in form

the community. These new foundations

Fairhill Center for Aging Southwest General Health Center: Quality Community Partnership Program for Community Dwelling Elderly liaison Merrick House: Teen Education Program

ing partnerships that enable them to

have significant assets and are focusing

contract with more managed care

their grantmaking on health and human

providers; several of these efforts made

service issues. We joined with several of

significant progress in 1998.

these new funding partners in 1998 to

In keeping with our strategic focus on care of the elderly, we funded expansion of Fairview Hospital’s parish nurse pro

address a variety of health care initiatives.

Social

Services

This year’s work in social services tracked

expand its services in child care referral,

closely with changing public policy. We

increase the supply of affordable care and

concentrated on two critical areas: the well

enhance the overall quality of care for

being of Cleveland’s very young children,

young children.

and welfare reform’s implications for recipi ents, human services agencies and funders. In 1997, the Annie E. Casey Foundation issued a report assessing the well-being of children in the nation’s 50 largest cities. Against each measure used -

In o u r ro le as a c o n v e n e r on k e y c o m m u n ity issues, w e jo in e d w ith o th e r c iv ic p a rtn e rs to ad dress issues aris in g from w e lfa re refo rm .

such as numbers of children living in poverty or suffering low birth weight Cleveland ranked at or near the bottom. In response, we worked in partnership

In our role as a convener on key community issues, we joined with other civic partners to address issues arising from

with the county, area birthing hospitals,

welfare reform. With other funders, we

other funders and an array of human

discussed implications for the county’s pub

service agencies to establish a community-

lic and private systems and their customers,

wide Early Childhood Initiative. We assisted

and developed a strategic response.

in designing two systems: a home day

With the public sector, we focused

care network able to expand to meet

on the effects welfare reform will have

needs triggered by welfare reform, and

on Cleveland’s children. We participated

an early intervention system that includes

in the county’s Human Services Planning

a hospital-based home visitation program

Committee, which developed policies for

called Welcome Home.

welfare reform. The committee recom

The program targets all first-time and

mended waiving the work requirement

teenage mothers, who receive a visit while

for mothers of children under the age of

still in the hospital. A follow-up home

one year while also providing them with

visit by a registered nurse offers informa

parenting classes, and helped develop a

tion on issues facing new parents and tells

countywide policy for timely provision

them about other available resources.

of day care when mothers enter the

During the first year of their baby’s life,

work force.

they also receive a newsletter about stages

We also supported the national

of child development. Welcome Home

search for a new president for the Center

joins a continuum of programs and

for Families and Children, the final imple

services to support children from birth

mentation of a countywide immunization

Fairview Health System, part of the Welcome Home Program

to age three and their families.

registry, and the Children’s Defense Fund-

TOP RIGHT:

Ohio for its ongoing advocacy work on

United Cerebral Palsy: new technologies for communication

Early childhood issues and welfare reform converge at day care. As parents

behalf of Cuyahoga County and Ohio’s

move from welfare to work, the county

children.

needs more than 15,000 new child care slots over the next two years. Our grant to Starting Point will help the agency

ABOVE:

BOTTOM RIGHT:

Lexington-Bell Community Center’s B.R.I.C.K. Program

1998 Social Services Grants

P rio rities for â&#x20AC;&#x2DC;99 Strengthening families Building organizational capacity Assisting the chronically poor Helping agencies respond to public policy changes

Lake-Geauga Fund

The Foundation established the Lake-Geauga Fund in 1987 to help meet growing needs in extended Greater Cleveland. Led by a com mittee of civic leaders who live in Lake or Geauga County, the Fund supports a diverse set of programs. The Fund’s key 1998 grant culminated five years of work to keep the Mentor Lagoons, a 400-acre property abutting Mentor Marsh, in the public domain. Working with the city and other local and state agencies, the Fund supported research showing the Lagoons could link existing local and state park land into a 1600-acre contiguous shoreline and open space. The Fund’s grant to the City of Mentor enabled it to hire the Urban Land Institute, which developed a set of optimum uses for the lagoons and pristine shoreline. A grant to the Chagrin Falls Park Community Center supported a new child development center. The Chagrin River Land Conservancy received support for landbanking to preserve the open space and natural environment of the upper Chagrin River watershed. 1998 Lake-Geauga Fund Grants

FROM TOP:

Lake Erie shoreline, Mentor Lagoons Christmas in April Chagrin Falls Community Center

Philanthropic

Sector

We support the cause of philanthropy

The Anisfield-Wolf Book Awards rec

at national, state and local levels to help

ognize books that explore racial prejudice

build a strong community foundation

or celebrate human diversity. For many

field and nonprofit sector.

years the Awards were among the few

Our staff serves on boards and com mittees of the Council on Foundations, Independent Sector, the Forum of Regional

national prizes to which writers of color could aspire. The 1998 winners were Toi

Associations of Grantmakers, The

Derracotte’s The Black Notebooks

Foundation Center and Donors Forum

and Walter Mosley’s fictional Always

of Ohio, among others. We support the

Outnumbered, Always Outgunned.

Strategic Alliance Committee, a consor

Renowned photographer Gordon Parks

tium of community foundations exploring

received the Lifetime Achievement Award.

opportunities for collaboration to reduce costs and gain efficiencies of scale. We support two local organizations

Dr. Henry Louis Gates Jr., chair of Afro-American Studies at Harvard University, chairs the Awards jury, which

serving grantmakers and grantseekers:

includes Rita Dove, Commonwealth

• The Foundation Center’s Kent H. Smith

Professor of English at the University

Library provides free information on philanthropy to agencies and individuals. • Grantmakers Forum provides research, programs and other support to founda tions and corporate giving programs.

of Virginia; Stephen Jay Gould, professor of geology at Harvard; Joyce Carol Oates, professor of humanities at Princeton University; and Simon Schama, professor of humanities at Columbia University.

Awards

The Foundation administers two annual award programs established by Cleveland

$ 6 4 0 ,5 4 9 ________

philanthropist and civic leader Edith

1998 Philanthropic Sector Grants

Anisfield Wolf. The Anisfield-Wolf Memorial Award for Outstanding Community Service, a $10,000 prize administered by the Federation for Community Planning, goes to a Cleveland-area nonprofit organization. The 1999 winner is RSVP, the Retired Senior Volunteer Program, which has given thousands of volunteer service hours to Cleveland, including programs in the Cleveland Municipal School District.

of the elderly to the arts or scholarships for young people. Still others establish a fund from which they can recommend grants, and may include their children in the grantm aking to continue the family tradition of giving. In each instance, we are flexible: we work with people to help them realize their dream s for our community. Please call us if you would like to be a part of this rem arkable tradition of giving something back. We Are Guided by Four Principles: 1. We welcome gifts of any size from people of all backgrounds and means. 2. We strive for the highest standards of careful stewardship and integrity in

New

Assets

We were able to authorize $47 million in grants, program-related investments and administrative budget during 1998 because so many Clevelanders over the years chose to support their community through The Cleveland Foundation. We are pleased to report that in 1998 The Cleveland Foundation received $30 million in new assets.

respecting the giverâ&#x20AC;&#x2122;s desires and intent. 3. We ensure that a gift given today remains relevant for the future. 4. We encourage gifts that support

â&#x20AC;&#x2DC;9 8 S u m m a ry o f N e w A ss ets New permanent funds

creative and flexible responses to

Additions to permanent funds

community needs, and w ork closely

New donor-advisor funds

with donors to bring such gifts to life.

Additions to donor-advisor funds Additions to agency endowment funds New project accounts

$8,378,791 767,875 10,350,869 282,137 6,133,124 701,847

Additions to project accounts

1,049,850

Additions to supporting organizations

1,007,014

Other additions

1,506,764

Total 1998 New Assets

$30,178,271

*Of this amount, $6,108,277 represents agency endowm ent activity. These am ounts are not included in the current year's financial statements total o f $24,069,994.

Goff

Society

Members of the G off Society have established permanent named funds, donor-advisor funds or supporting organizations, or have made cumulative gifts of $10,000 or more. We are grateful to each of them. Joan H. and Richard B. Ainsworth Jr. Mrs. William Harry Alexander Fred J. Ball and Elizabeth S. Ball Mai and Lea Bank D. Robert and Kathleen L. Barber Kent and Jeannine Cavender Bares Leigh and Jim Bennett Charles P. and Julia S. Bolton Mrs. Roger Bond Jr. Mr. and Mrs. Robert R. Broadbent Lenore V. Buford, Ph.D. Judge Lillian W. Burke Robert and Virginia Burkhardt David and Ginger Campopiano Annette and Nicholas A. Canitano Harry and Marjorie M. Carlson E. Bruce and Virginia Chaney Corning Chisholm Mr. and Mrs. M. Roger Clapp Michael A. and Susan K. Clegg Mrs. Kenneth Clement Karen M. and Kenneth L. Conley James M. and Ann M. Delaney Jim and Isabelle Dunlap John J. and Frances E. Dwyer* Susan Lajoie Eagan Doris Anita Evans, M.D. Mr. and Mrs. Nicholas J. Federico John Gabel Mr. and Mrs. Robert A. Garda Sr. Sally and Bob Gries Sally K. Griswold

Ralph W. Hammond Holsey Gates Handyside Dr. and Mrs. S. W. Hartwell Jr. Donald F. Hastings and Shirley T. Hastings Laura R. Heath Preston B. Heller Jr. Beverly G. and Albert M. Higley Jr. Robin and Meacham Hitchcock Arlene and Arthur S. Holden B. Scott Isquick Mr. and Mrs. Brooks M. Jones Elizabeth W. and William M. Jones Mr. and Mrs. Tom H. Lang Cathy and John Lewis Mrs. Wayne H. Lewis Jr. Robert R. Lucas Mrs. Leonard G. Martien Mrs. J. Denny May Thornton D. and Penny P. McDonough W. J. Barlow McWilliams* Steven and Dolly Minter William A. and Margaret N. Mitchell Lindsay J. and David T. Morgenthaler Earl F. and Betsy D. Myerholtz* Mr. and Mrs. John G. Nestor Charles J. and Patricia Perry Nock James A. (Dolph) and Fay-Tyler Norton Mrs. R. Henry Norweb Jr. Tommie Lenora Pradd Patty Gilbert S. Peirce George J. Picha, M.D.

Richard W. and Patricia R. Pogue Victoire and Alfred M. Rankin Jr. Charles A. and liana Horowitz Ratner F. James and Rita Rechin Mr. and Mrs. Raymond M. Reisacher Ms. Doris A. Riggin William Hughes Roberts Mr. and Mrs. Thomas H. Roulston Sr. Mrs. Ellery Sedgwick Jr. Mr. and Mrs. John Sherwin Jr. Mrs. Edward W. Sloan Jr. Robert L. and Anita L. Smialek Mrs. Kent H. Smith Russell H. and Gretchen H. Smith Edward J. and Elizabeth Starr Billie Howland Steffee James P. Storer Dudley J. Taw Mrs. William C. Treuhaft* Philip R. Uhlin Paul and Sonja Unger Senator and Mrs. George V. Voinovich Mrs. Peter Wellman William Wendling and Lynne E. Woodman Mrs. Michael A. Wipper Mrs. Samuel Wolpert Robert J. and Janet G. Yaroma John Stanley and Margaret Ingersoll Zitzner Anonymous (17) * Deceased

We also recognize the following organizations and corporations that have established funds at The Cleveland Foundation. American Cancer Society, Ohio Division Incorporated Ameritech Antioch Baptist Church Aurora Schools Foundation Black Professionals Association Charitable Foundation Conley Canitano & Associates City of Cleveland Cuyahoga County Public Library Deaconess Community Foundation Federation for Community Planning Florence Crittenton Services of Greater Cleveland, Inc.

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 The Judge Perry B. Jackson Scholarship Foundation, Inc. The Junior League of Cleveland, Inc. Lesbian/Gay Community Service Center of Greater Cleveland The Lincoln Electric Foundation Lutheran Metropolitan Ministry Association

Northern Ohio Opera Northwest Emergency Team The Ohio Humanities Council Prevent Blindness Ohio St. James A.M.E. Church Scholarship-In-Escrow Small Business News, Inc. George B. Storer Foundation, Inc United Way Services Womenâ&#x20AC;&#x2122;s General Hospital Youth Challenge Anonymous (2)

As o f April 1, 1999

Legacy

Society

Members of the Legacy Society have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity. We are grateful to each o f them.

Fred J. Ball and Elizabeth S. Ball Mai and Lea Bank Hanna H. and James T. Bartlett Linda M. Betzer Leona Bevis Robert E. Bingham Edith F. Blum Jeannette W. Brewer Lenore V. Buford, Ph.D. Robert and Virginia Burkhardt Thomas F. Campbell, Ph.D. Harry and Marjorie M. Carlson Mary C. Carter Michael A. and Susan K. Clegg Richard H. and Cathy L. Crabtree Pitt A. and Sally Curtiss Philip Dawson Patricia Jansen Doyle Kevin and Carolyn Ellison Doris Anita Evans, M.D. Helen V. Fitzhugh Virginia Q. Foley C. Henry and Caryn Foltz Eleanor R. Gerson Robert M. and Barbara Ginn Winifred H. Gray Mary Louise and Richard Hahn Virginia H. Hamann Holsey Gates Handyside Randolph M. and Teri A. Hansen

Mary Jane D. Hartwell Dorothea Jean Hassler Beverly G. and Albert M. Higley Jr. Michael J. and Suzanne I. Hoffmann Ronald D. Holman B. Scott Isquick Jerry and Martha Jarrett Elizabeth W. and William M. Jones Lucille F. Jones Virginia L. Jones Norman F. and Sandra L. Klopp August and Olga Koenig Vilma L. Kohn, Ph.D. Martin R. and Sandra Keily Kolb Elizabeth D. Kondorossy Mr. and Mrs. Philip L. Krug Marjorie and Samuel Lamport Mr. and Mrs. Tom H. Lang William F. Laurie and Georgia E. Laurie Frances D. Lesser Charlotte S. Levy Mrs. Wayne H. Lewis Jr. Mr. and Mrs. G. Russell Lincoln Kenneth A. Linstruth, M.D. Thomas E. and Patricia A. Lusk Mrs. J. Denny May Terence J. and Nancy S. McCann Steven and Dolly Minter Arthur P. Moebius Mary B. Moon

John B. Moore J. Howard Morris Jr.* James A. (Dolph) and Fay-Tyler Norton Mrs. R. Henry Norweb Jr. John F. Oâ&#x20AC;&#x2122;Brien Barbara H. Patterson Frederick W. Pattison Katherine and James Pender Arvid S. and Marianne B. Peterson Florence K. Z. Pollack Lucia C. Pomeroy Wilma Reid William Hughes Roberts James L. Ryhal Jr. Henry W. Sciulli * Mr. and Mrs. John Sherwin Jr. Mrs. Edward W. Sloan Jr. Robert V. Spurney and Florence W. Spurney Ralph E. and Barbara N. String Mr. and Mrs. Joseph H. Thomas Dr. Cedomil and Mary Vugrincic William Wendling and Lynne E. Woodman Thomas R. and Dorothy G. Wigglesworth George E. and Rolande G. Willis Genevieve and A. Carter Wilmot Mr. and Mrs. H. Robert Wismar Jr. Anonymous (5) * Deceased

As o f April 1, 1999

New

Funds

FUND NAME

The Corrine F. Barlag Fund The Harold and Ruby Blum Memorial Fund

Florence Crittenton Services Fund

AMOUNT

$150,820 91,082

868,510

William Charles Fraver Memorial Fund 10,000 10,000 10,000 10,000 Robert E. and Ada Hagan Public Service Scholarship Fund

84,401

The Sarah Cole Hirsh Fund 1.159.811 1.159.811 1.159.811 1.159.811

USE OF INCOME

Donor: Corrine F. Barlag Trust Purpose: Unrestricted charitable purposes Donor: Estate of Ruby W. Blum Purpose: To provide services for sick, handicapped or needy children and youth Donor: Florence Crittenton Services of Greater Cleveland, Inc. Purpose: To support programs in Greater Cleveland that help young women grow physically, emotionally, intellectually and socially in preparation for leading productive and satisfying lives within their communities Donor: Estate of John R. Fraver Purpose: To support heart research To support cancer terminal care To support cancer research To support diabetes research Donors: Various donors Purpose: To provide annual scholarship assistance to students at the Maxine Goodman Levin College of Urban Affairs Donor: Estate of Sarah Cole Hirsh Purpose: To support University Hospitals of Cleveland To support the Cleveland Museum of Natural History To support the Cleveland Institute of Art To support the Cleveland Health Museum and Education Center

Margaret S. and Mary E. Jackson Fund

793,048

Donor: Estate of Mary E. Jackson Purpose: To support institutions which provide services and assistance to elderly persons and/or cultural institutions in the Cleveland area

August and Olga Koenig Charitable Remainder Unitrust

209,845

Donors: August and Olga Koenig Use of remainder: unrestricted charitable purposes

Wayne H. Lewis Jr. Fund 50.000 25,841 100,000 50.000 Douglas C. MacDonald and Marguerite C. MacDonald Fund J. Howard and Josephine L. Morris Fund

1,129,852

1,085

Donor: Estate of Wayne H. Lewis Jr. Purpose: To support CLEAN-LAND, Ohio Unrestricted charitable purposes To support Fairmount Presbyterian Church To support Lay Ministries of the Protestant Episcopal Church of the Diocese of Cleveland Donor: Estate of Marguerite S. MacDonald Purpose: To provide assistance for aged and infirm persons who are needy Donor: Estate of J. Howard Morris Jr. Purpose: Unrestricted charitable purposes

Rico F. Pallotta Fund

10,295

Donors: Various donors Purpose: To support the cultural arts and social services, particu足 larly children and families in the Greater Cleveland community

LT(JG) Donald Richard Powers Memorial Scholarship Fund

19,470

Donor: Ralph W. Hammond Purpose: To support an annual scholarship to a member of the graduating class of Wynford High School

Anna M. Roth Fund

263,947

Donor: Estate of Anna M. Roth Purpose: To provide scholarships for academically talented and needy graduates of Charles F. Brush High School

The Leo J. Schultz and Mildred Hays Schultz Fund

400,000

Donor: Estate of Mildred Hays Schultz Purpose: To support special needs of homeless children and families within the Greater Cleveland area

The Cleveland Foundation Special Fund No. 8

10,000

Donor: Anonymous Purpose: To support Health Hill hospital; Rainbow Babies and Childrens Hospital; Ronald McDonald House; Shriner’s Burn Institute; and organizations that deal with pediatric AIDS patients and that serve children with disabilities and disease

Struggling Within Leber’s Fund

8,425

Donors: Various donors Purpose: To support research on Leber’s Hereditary Optic Neuropathy

Robert and Frieda Vrana Fund

119,038

Donor: Estate of Frieda Vrana Purpose: To support scholarships and for cancer and heart research

David M. Ward Fund

2,790

Donor: David M. Ward Trust Purpose: To support the operations of an architectural school in the Cleveland area

William Wendling and Lynne Woodman Fund

12,325

Donors: William Wendling and Lynne E. Woodman Purpose: Unrestricted charitable purposes

Thomas R. and Dorothy G. Wigglesworth Fund

34,870

Donors: Thomas R. and Dorothy G. Wigglesworth Use of remainder: Unrestricted charitable purposes

Esther Wright Fund

95,090

Donor: Estate of Esther Wright Purpose: To help maintain the planting and refurbishing of flower gardens at Fairmount Presbyterian Church

New

Do n o r- A dv is o r Funds

FUND NAME

AMOUNT

USE OF INCOME

Bradley Company, Margaret I. and John S. Zitzner Fund

$98,458

Donors: John S. and Margaret I. Zitzner Purpose: For the Foundation’s public, charitable and educational purposes

Michael A. and Susan K. Clegg Family Fund

101,116

Donors: Michael A. and Susan K. Clegg Purpose: For the Foundation’s public, charitable and educational purposes

John J. and Frances E. Dwyer Fund

111,430

Donor: John J. and Frances E. Dwyer Foundation Purpose: For the Foundation’s public, charitable and educational purposes

Gries VI Generation Fund

100,000

Donor: Lucile and Robert H. Gries Charity Fund Purpose: For the Foundation’s public, charitable and educational purposes

Mandorel Fund

398,320

Donors: Meacham and Robin H. Hitchcock Purpose: For the Foundation’s public, charitable and educational purposes

Mitchell Family Fund

100,143

Donors: William A. and Margaret N. Mitchell Purpose: For the Foundation’s public, charitable and educational purposes

1,011,995

Donor: Doris A. Riggin Purpose: For the Foundation’s public, charitable and educational purposes -

256,500

Donors: Robert L. and Anita L. Smialek Purpose: For the Foundation’s public, charitable and educational purposes

Doris A. Riggin Fund

Smialek Family Fund

•

New

Project

Accounts

FUND NAME

AMOUNT

AIDS Housing Council

$25,000

Development of Regional Approaches Among Northeast Ohio Park Districts

The Billie Howland Steffee Family Fund

Medical Mutual of Ohio Charitable Foundation *

■

646,847

Supporting

FUND NAME

30,000

Fostoria Community Foundation

New

USE OF INCOME

Organizations* AMOUNT

$8,172,907

USE OF INCOME

Donor: Billie Howland Steffee Purpose: For the Foundation’s public, charitable and educational purposes Donor: Medical Mutual of Ohio Purpose: For the Foundation’s public, charitable and educational purposes

These funds were being classified a s supportin g organizations a t year-end 1998.

The

Cleveland

1064 Old River Road Inc. dba The Cleveland Beach Club The 1525 Foundation 21st Century Pets A. Scott Rothey & Associates AARP Andrus Foundation David T. Abbott and Jan L. Roller Loretta J. and Carl S. Ablon, Lubin &c Solomon Family Philanthropic Fund Wendy L. Abrahms Abrams Realty Co. Acupac Packaging Inc. Jeanne E. Adams Susan M. Adams Sheldon G. Adelman Stanley and Hope Adelstein Estate of Ruth E. Adomeit Aerosol Systems A.G. Edwards & Sons Inc. Anahid Aghajanian Karyl W. Aghajanian Alice Ahlegian Joan H. and Richard B. Ainsworth Jr. Bruce H. Akers Michael A. Akrouche Albert Herman Draperies Inc. Roger L. Alexander D.D.S. Richard C. and La Vera Alexander Estate of William Harry Alexander Evan G. and Becky R. Allan Alliance Capital Management LP Alpha Coatings Inc. Paul A. Alsenas Larry and Deb Alten Anthony and Nancy Amantea American Foundation at the direction of Edith W. Corning American National Development Ltd. American Thermoplastic Extrusion Company Ameritech Pete and Theresa Anastasakis Craig E. and Mary Lou Anderson Eric J. and Julie Anderson Estate of Gertrude O. Anderson Helen T. Anderson Laverne C. Anderson Robert R. and Jean D. Andolsen Estate of Raleigh F. Andrie

Foundation

1998

June S. Antoine Apple Business Interiors Apple wood Centers Inc. The Architects Inc. Argee Enterprises James and Rosemary Armaline Elizabeth Rieley Armington Charitable Trust Mark and Maria J. Armstrong Rachelle M. Arnold Carmen P. and Louise G. Arrigo Cheryl A. Arslanian Arthur Andersen LLP Mary H. and Richard L. Ashbrook William S. and Paula Atwood Kathleen A. Augustine Aurora Schools Foundation Vincent T. Aveni Virginia L. Aveni Tim Axelrod B.M.S. Properties Donald C. and Sharon L. Baacke Frank Babin Naser Badr Ingrid and Dr. Robert C. Bahler Jim and Marcia Bailey Baker/Cerce Associates Inc. Roger L. and Marilyn Baldwin Elizabeth K. Balraj M.D. for Coroner Committee Joy Banish Malvin E. and Lea P. Bank Corrine F. Barlag Trust James T. Barrett Mary B. Barrett Charlene M. Barta Lisa R. Battaglia Alan G. Baucco Lois A. Bauer Susan M. Bayhurst Donald L. Bean William C. and Bonnie C. Beauchamp Beckett Enterprises Inc. Beech Brook The Honorable Kenneth A. and Linda W. Beier Belkin Productions Inc. Allan J. Benek Benesch Friedlander Coplan &C Aronoff LLP

Donor

List

Daniel R. Bennett Trust Thomas J. Beres Susan B. Berger David Bergholz John M. Berila David F. and Julie M. Bernard Don B. and Dorothy M. Bero Troy Berry Jayanti Bhattacharya Emma M. Biehl Audra R. Bielinis James M. and Margery S. Biggar Beth Biggins Helen and Ira J. Bircher Louis P. Birnbaum Brian Birt Karen Birt Black Professionals Association Charitable Foundation Inc. Anna H. Blake Unitrust Gerald J. Blake Kathryn M. Blake L. Gordon and Christina M. Blasius Marvin Block Anne E. Bloomberg Richard A. and Marguerite E. Bloomquist Blue Coral Incorporated BlueMagic Lori Blueter Arthur and Lenore S. Blum Edith F. Blum Estate of Ruby W. Blum Ann Molyneaux Boaz Scott W. Bocquet William and Kristine Bogas Richard J. Bogomolny Ronald J. and Judith L. Bohanek James D. Bonebrake Carol Boos Lynn Boros Dr. Johannes Botes Jerry Bowen Max Bowen Debra R. Bowland Mary O. and John J. Boyle III Patrick A. and Jennifer L. Boyle Merom and Judith Brachman Christopher P. Brandt and Beth Brandt Sersig

CONTINUED L I ST DONOR

Robert H. and Mary M. Brater Reverend Mark Brauer Carm Bray Doris Brennan Jill H. Brenner Michael A. Briggs John V. Brinkman The Broadbent Family Foundation Inc. Pat Brokaw Broma Information Technology J.R. Brown Matthew D. and Kimberley Brown Ronald and Isabelle G. Brown Tim Brown Lurtissia D. and Virgil E. Brown Jr. Cliff Browne II R. Gregory and Lynne J. Browning Bruder Inc. Claire Brugnoletti Joy R. Bruml Mr. and Mrs. Clark E. Bruner Keith and Joy Brunner Benjamin J. Bucci Bruce Buchanan Pat Buell Janet Bullard Arthur E. Bumpus Florence V. Burden Foundation Burges & Burges Dr. William Burges and C. Moskal-Burges Mickey Burns Patrick W. Burns and Janet M. McNicholaSo Beverly Burtzlaff Mary E. Bushong Judie A. Bussler Charles A. and Jo M. Byrne C & S Radiator Service Inc. Cadillac Music Corp. The Cafaro Company Timothy F. Cahill Hugh and Ann Calkins Scott R. and Ruth A. Campbell Joseph P. Canepari Paul J. and Uldene D. Carbin Harry and Marge Carlson Carmel of the Holy Family Christopher M. Carmody Sally A. Carney Carney-McNicholas Inc. Larry L. and Constance R. Carr Mark A. Carroll Matthew P. Carroll Ann Carter Delores Carter

Robert P. Cartwright Rich Caspell Patricia Cavanaugh Rena Cavanaugh Robert R. Cavano Central Control Delivery Inc. Chagrin Valley Plumbing Inc. Jeri E. Chaikin Channing and Associates The Chardon Foundation Chemical Packaging Jeffrey and Kimberly Cherny Chicago Community Foundation John E. Chipko Roderick G.W. Chu Chubb’s T & N Construction Kathleen Churchwell Michael G. and Eileen J. Churosh Harry A. and Erica Root Cikanek Citizens League of Greater Cleveland City Magazines Inc. Roger and Anne M. Clapp Martin J. Cleary Michael A. and Susan K. Clegg City of Cleveland Cleveland Association of Life Underwriters Cleveland Foodbank Inc. Cleveland International Program Cleveland Real Estate Partners Inc. Cleveland State University Levin College of Urban Affairs Cleveland State University Cleveland-Marshall College of Law Cleveland Treatment Center Inc. Cleveland-Cuyahoga County Port Authority Climaco, Lefkowitz, Peca, Wilcox & Garofoli Co., LPA Michael L. Climaco William R. Close Clouse Construction Corp. Ronald B. Cohen Ray Colasante David W. Colbert R. Michael and Bonnie H. Cole Mary Ellen and Ralph D. Cole Jr. Mike Coles Victor and Mary Jean Collova Frank J. Colson Commercial Alloys Corporation Communication Workers of America Conley Canitano & Associates Carlton James and Karen B. Conrad Jane E. Conroy Colleen C. Cooney Gwen V. Cooper Olwen Cooper

Doug Copeland Laura S. Corbo Paul Corey John R. Corlett Thomas M. Cornhoff Marty Corrigan Timothy J. and Kimberly Cosgrove Magdalena Covas Frances D. Crain Robert S. Crawford John S. Crocker Kevin H. Cronin Nancy C. Cronin Russell K. and Marie T. Crow Ronnie K. and Rose A. Crumpler Peter T. and Martha W. Cubberley Armine G. Cuber Joseph and Ruth Cullum Judge Thomas Patrick Curran Janie Cusick Kenneth and Janice Cutright Cuyahoga Chemical Co. Employees of the Cuyahoga County Treasurer’s Office DKR Enterprises dba Gourmetreats Fred L. and Rita C. Dailey Heather M. Daina Jimmy Danek Gertrude C. Daney Trust Antoinette K. Danforth Mark A. and Michele T. Daniels Jean Trainor Dare Darko Co. Inc. Mike Darrah Elizabeth Daunton Alan R. and Ellen F. Daus William D. Dauterman Jacquie Davis Patricia W. Davis Robert C. and Lois L. Davis Ralph L. Day and Eileen M. O’Connor Carol O. and James A. Dayton Jr. Deaconess Community Foundation Mary P. DeAngelo Paolo A. DeMaria Domenic DeBaltzo Roger J. and Jane M. Deike Rosemarie Feighan Dejohn James M. and Ann M. Delaney Jeffrey T. Deleone Deller Capital Corporation Delta Sigma Theta Sorority Birthday Club Mike and Mary R. Deluca John Demuth Roger P. and Karen J. Dengel

William M. Denihan Angela DePalma Leslie F. and Elena M. DePaolo Louis P. DePerro Mildred Deutsch The Honorable Michael and Frances DeWine Jean Di Loreto Irene Dias Barbara Dibble Larry L. Diemand Richard C. and Nancy J. Dietrich Dan and Amy Dimarco John L. DiMattio Dimora Boosters Committee Diocese of Cleveland Social Concerns Rosalyn Disbro Anthony and Jacqueline A. Discenza Jean DiVincenzo Robert C. and Nancy S. Dix Jill H. and Morris S. Dixon Jr. David M. and Ann Dolan John M. and Denise D. Dolan William E. and Jean M. Dolan Janet Dolezal Maggie and Mike Domski and children Donnelly for Probate Judge Committee Donovan Mechanical Inc. Mary Jean Donovan Michael A. Donzella Leo F. and Elizabeth G. Doubler Joan E. Dowling Irene A. Doyle Sandra A. Drabik Andrew D. and Mary Lowenberg Drake Debra J. and Edmond T. Drewsen III Jean P. Dubail Denise M. Dufala D. Duncan and Sharon M. Scott John C. and Doris L. Dunn Joanne Frances Durante Raymond A. Durban Daniel T. and Marianne E. Durkin David A. and Laura K. Duryea Harold T. and Phyllis P. Duryee John J. and Frances E. Dwyer Foundation Robert R. and Phyllis O. Dykes Brandon Dynes EKS Marketing Inc. Susan L. Eagan Eastman-Kosutic and Associates Inc. George G. and Catherine U. Easton Eaton Corporation

Bob and Ginny Eckardt Laura Eckenrode Economy Coffee Peter B. Edelman Howard B. and Emily D. Edelstein Cynthia P. Edwards Marcia Egbert William C. and Gertrude R. Egbert Kevin J. and Carolyn P. Ellison Gary Ellsworth Mary T. Englert The Equitable Foundation H. Jean Ertel Mark and Linda M. Estacion Sarah Malone Evans Yarden and Kirsten Faden John and Janet F. Fahl Betty H. Fairfax Jean E. Fairfax John W. and L.E. Fairless Nancy J. Farina Anthony L. and Marlene R. Farone Ellen M. Fatica Insurance Agency Tracy L. Faulhaber Anthony Fazio Dick Feagler and Julia Haug Fedeli Group Federation for Community Planning Sherri E. Federici Vincent Federico Memorial Golf Outing Michael J. Federico Rosemary L. Feighan The Feldman Foundation Anthony and Elisa Felici A. Lee Fentress Lee N. and Teresa A. Fiedler Jerelyn D. Fields Fifth Third Bank Robert V. and Joann Filkins Findlay Central Middle School Findlay City School District Findlay High School Alumni Association Findlay Hope House for the Homeless Inc. Findley Davies Inc. Bruce J.R. and Betty Berlin Fink Jeff Finney First Ohio Credit Union Inc. First United Methodist Church Jay B. and Lisa J. Fish Annetta L. Fisher William W. Fisk Diane L. Fitzpatrick Mary C. Fitzpatrick Kathleen H. Fitzsimons

Lisa S. Flaherty Thomas W. and Valerie R. Flechtner Luceille Fleming Russell Fleming David Fleshier and Carla M. Tricarichi Florence Crittenton Services of Greater Cleveland Inc. Janet Flory Timothy S. and Jennifer A. Flowers Charles A. and Alice H. Foerstner Virginia Q. Foley Forest City Enterprises Elaine M. Fortney Fostoria Chamber of Commerce Fostoria Industries Inc. Christine A. Fox Barbara S. and Edward J. Fox Jr. Henry H. and Victoria M. Fox Robert J. Fox Richard E. Francies Tim and Peg Frankart Linda Frankovich Estate of John R. Fraver Ronald L. and Patricia Frease Free Medical Clinic of Greater Cleveland French and French Frerich Investments Gordon S. Friedman Friends for Trupo Friends of Bob Boggs Friends of Barbara Boyd Friends of Madeline Cain Friends of Tom George Friends of Sheriff McFaul Friends of Tom Neff Committee Frontier Pavers Inc. Weldon B. Fruth Jeff Fryberge James M. and Marilyn R. Fryman Marcia L. Fudge Jane Fumich The GAR Foundation GQ Contracting Co. John Gabel Ewin D. Gaby Elaine S. Galgany Colleen Gallagher Daniel J. and Margaret A. Gallagher Kimberley Gallek Nicholas P. and Marsha Gallo Ranelle A. Gamble Gantt-Thomas & Associates Inc. Fonda N. Garrigues William S. Gaskill Alfred Gaspar

Francis E. and Ella M. Gaul Patrick M. Gaunt Joseph Gauntner The Henry H. Geary Jr. Memorial Foundation Margaret M. and Joseph J. Geiger Jr. Heidi Geisman Gil George Jenn Gessner Juanita R. Geter Harry Gibbons G. Thomas and Carol E. Gibson Thomas F. Gilbane Dr. Edward R. and Phyllis W. Gilbert Robert J. Gilker and Karen Shoupe Stephen Bradley Gillaugh Ruth Anne Gillett Walter P. Ginn Patty Giudice Carrie E. Glaeden Craig A. and Kathy B. Glazer Les Glazer Frank R. Gliozzo Richard R. and Linda M. Goebel Dr. John M. and Tanya T. Goff Leslie Goggins Going Places Travel Inc. Gold Eagle Company Gold Rotatori & Schwartz Co. LPA Ted Golubski Marty Gorman Irving and Edith Gorsky Dennis L. and Barbara A. Goulden Otto Graham Thomas M. and Nancy C. Gray Great Lakes Representatives Inc. Greater Cleveland Growth Association Carolyn Green Joseph Greenes Mark T. Greffet Tonee Ann Gregg Lucile and Robert H. Gries Charity Fund Burt W. and Beatrice B. Griffin James R. and Mary Beth Grossman Jeff Guagliaro James D. and Donna P. Gudritz Christopher N. and Nikki A. Guilford Gita and Edd Gulati-Partee Gund Business Enterprises Inc. The George Gund Foundation Dorothy J. Haffey Farewell Roast for Tim Hagan Event Hagan for Senate Committee Don F. and Gay L. Hagan Elaine Hagan

Elsie Hagan Glenn Hagan James F. Hagan and Fiona M. Young John F. Hagan Joseph S. Hagan Monica Hagan Ronald J. Hagan Richard and Ruth H. Hagedorn Richard and Mary Louise Hahn Richard W. and M. Noreen Hahn George W. and Elaine H. Hairston The Fred Halvorsen Family Ralph W. Hammond William S. and Virginia H. Hammond Ambassador Holsey Gates Handyside Dave Hanna Judy A. Hanna Keith Hanna Robert Hanna Randolph M. and Teri A. Hansen Solomon Harge George E. Hargreaves Jr. Dick and Joan Harmon Rick Harmon Tim Harmon Tom Harmon Susan Harnden Carolyn R. Harper Barbara T. Harris Renee G. Harrison Richard Harrison Alice E. Harston Douglas E. and Vicki D. Hartenstein The John A. Hartford Foundation Inc. Thomas J. Hayes Mike Hearns Lee Heinen Lee Hellmuth and Donna Shoupe-Hellmuth Eric J. and Elizabeth K. Helmsen Harvey J. Hemming and Toni McCurdy James T. and Shirl N. Henke Geraldine and William J. Henkel Jr. Oliver C. Henkel Jr. Hepp Packaging Company Heritage Floor Coverings & Interiors Harvey M. Herman Kenneth D. Herman Rosemary Herpel James E. and Jacquilynn Herringshaw James P. Herron Walter R. Herron James N. and Beth A. Hickey Jim and Kim Hicks Barbara H. Higgins

Judith A. Higgins Beverly G. and Albert M. Higley Jr. Veronica G. Higley Kimberle A. Hirsch Estate of Sarah Cole Hirsh Meacham and Robin H. Hitchcock Amy M. Hochadel D. Peter Hochberg and Maxine Singer Diane Hoffert Michael J. and Suzanne I. Hoffman Neil C. and Lillian Hofstetter M ax Hogan Dr. Michael F. and Barbara S. Hogan Martin R. Hoke Darrell W. Holland Patrick J. Holland Carol A. Holliday Edward and Dr. Helen C. Hollingsworth Nancy P. Hollister Mary S. Holloran Gregory T. Holtz Julie A. Holzhauer Home Products Marketing Inc. Timothy E. Horgan Josephine S. Horn Horton & Associates Inc. Sally A. Hough William G. and Nancy K. Howell Yolanda Armstrong Howell George T. Hrbek John Hudak Penny Hughes Winifred L. Huml Hunger Network of Greater Cleveland Edward M. Hunt Jr. Kathryn Motz Hunter Judge Sara R. Hunter Mike Hurd Arnell L. Hurt Hydrosol Incorporated The Illuminating Company, A First Energy Company Paul R. Imm and Mary Kathryn Keefe IMPACT 2000 Carl Infante Norman T. Ingrassia Inner City Lines Inc. Inner-Space Cleaning Corp. Integrated Packaging Corp. International Brotherhood of Electrical Workers, Local Union No. 38 B. Scott Isquick Michael Isquick Bart Ivic J & W Farms

Katherine L. Jackson Estate of Mary E. Jackson Michael E. Jackson Richard B. Jackson William R. Jackson Marc B. and Dr. Karen M. Jaffe Donald E. Jahway The James B. Oswald Co. Jamestown Container Laureen H. Jamison Anne Janack Robert B. Jaquay Jimmy Jeffers Jewish Community Federation of Cleveland Saumil Jhaveri Jim Cox and Associates Joe Massi Cement Contractor Inc. John R. Telich Sr., CLU, ChFC Ralph E. Johnson Rich Johnston Jones Day Reavis & Pogue Foundation Paul Jones Zuma Jones Marilyn C. Jontzen Joseph D. Rice Consulting Co. Peter A. Joy KAM Marketing Inc. Kristen Kach Jack and Joan Kafer Singo Kajimura Janet Kalbrunner James A. Kammerer Eugene C. and Nellie E. Kandel Jill Kantor Richard E. and Judith S. Karberg Helen Kariotakis Manuel Kariotakis Nick Kariotakis Stephanie Kariotakis Julian and Dr. Aileen Kassen James M. Kastelic William E. Katzin Kaufman Container Company James A. and Paula Kaval Tom Keegan Maureen T. and John J. Kelley III William B. Kemme Christopher G. Kennedy Key Foundation Key Trust Company Nonprofit Asset Services . Maureen Walsh Khal Stephen C. Kidwell W. J. and Doreen S. Kiernan Claire M. Kilbane

John M. Killik Estate of Emma V. Kimack Robert M. Kimmelfield Kinn and Theobald Realty Inc. Lisa Kious Martha C. and Donald G. Kirby II Kelly Kirk Kathryn L. and William H. Kirk Jr. Klee Financial Services Agency Inc. G. Robert and Mary Elizabeth Klein Michael S. Klein Dorothy E. Klemm Patricia S. Kleri Daniel W. Kling Peggy B. Kling Steve and Ellen Kmetz Lyle H. and Eileen Kneeskern Clark W. and Mary B. Knierman Richard and Diane Kobrinski Michael Kochan Christine Kocsis Jerry and Lynn Koen August and Olga Koenig Dennis Allan Koenig Owen and Terri Koff Kimberly Kohler Edward L. Kollin John Joseph and Susan Jane Konieczny Michael J. and Diane Koren Matt Kormos David and Theresa Kotting Kenneth J. and Terry Kovach Dorothy C. Kowalka Barbara A. Krakowski Kevin and Kim Kreais Lawrence L. and Linda L. Kreicher Amy Krick Mark Krinsky Raymond M. Kristosik S. Michael Krizmanich Robert Krosky Dave Krotseng Vincent J. Kubala James Louis Kuchta Pauline E. Kuhn Nalin Kumar and Meenakshi Gupta Henry P. and Kathryn A. Kurdziel Jean Kushleika James E. Kuth Sr. L.E.A.P. - Linking Employment, Abilities 8c Potential LTV Corporation Mary Frances LaGanke William C. and Betty Jane Lahman Lake Lucerne Board of Trustees Mark Lang

Rudolph and Ruth Langsner Jack E. and Susan E. Langstaff Judi Larker Brent Larkin Andrew and Theresa LaTourette Nancy Laurence Joanne Laurie-Oâ&#x20AC;&#x2122;Brien Patrick W. and Jan G. Lawler John H. Lawson Jelena Lazovic John J. and Susan V. Lebas Nicholas and Maryann Lecate Gary Lechuk Jeanne M. Lee Richard and Milica Lehmann Dr. Steven D. Lehmann Lenart & Associates Inc. James J. Lepore Lerner Foundation Dr. Alan J. Lerner and Dr. Erica M. New Lesbian/Gay Community Service Center of Greater Cleveland Steven C. Letsky Ellis and Joan Lewin Estate of Wayne H. Lewis Jr. Willie S. and La Vera G. Lewis Steven W. Lieber Dr. Richard Lightbody The Lincoln Electric Foundation Scott and Kathryn Lincoln Elmer L. Lindseth O. Devere and Mary B. Line Timothy M. and Jill M. Lis Little Gâ&#x20AC;&#x2122;s Pizzeria Robert A. and Ann Halle Little Blanche Livingstone Donald Loftus Nora Loftus Staff of Lola Bistro Vincent J. Lombardi Tyler Lombardo Barbara Lontor Bruce M. Loparich James J. Lopore David W. Lorko Family Cynthia L. Losak Naomi A. Lovejoy Richard Luecke Gerald R. and Angelika S. Luginbuhl Paul R. and Beverly J. Lund Larry and Sondra Lunn Lutheran Metropolitan Ministry Association Kevin M. Luthy Ralph J. and Edna L. Lyman James W. and Dorothea Lyons

M C Properties Estate of Marguerite S. MacDonald Alex Machaskee Mike Machaskie Machine Tool and Fabrication Inc. Frederick W. and Joann D. Mackenbach Robert and Wendi Mackinlay Judith T. Maclean Sheila MacMorran Paul and Marchita Madar Dennis Madden James P. and Margaret Madden Jan Mahoney Howard R. Maier Lawrence H. Mains Adrian Maldonado Patrick S. Malloy Morton & Barbara Mandel Family Foundation James W. Mangan Kevin and Kirsten Osbun Manley Larry Manley and Cheryl Buckland William T. Manocchio Jerome C. and Corliss A. Manuel Silvio Margiotta Mark Freeman Associates Erin Marks Stephen A. and Nancy L. Markus Laureen A. Marniella Maroon Incorporated Michael A. and Courtney A. Maroon Carol A. Marsalek Mary T. Marshall Phyllis M. Martien Elaine Martin b Scott D. and Kimberly L. Martin Scott H. and Margaret A. Martyn Master Lock Don Mastrobuono Daniel J. and Barbara A. Matheny Ronald P. Matteucci Victor and Rita Matteucci Timothy M. and Julian A. May » Mayor & Company James M. McCafferty Terence J. and Nancy S. McCann Deborah McColloch Patricia T. McConnell Mary Lou McCracken Estate of Charles R. McDonald Richard M. and Carolyn C. McDonaldson Robert E. McDonough Donald A. and Cara McFeggan Fran McGraw Sue McHugh

Arch and Carolyn McKendry Estate of John C. McLean Judith and Ted McMillan Lois McNabb Mike McNally Patty McNeely J. Peter and Natalie McNerney Donald M. and Sandra B. McPherson Mary B. McPhillips Peggy Wisner Meldrum Fernando Mendiola Jr. Robert and Jean Meresko Meritech Blue James J. and Kimberly A. c Mermis Robert C. and Mary C. Mertz The MetroHealth System Gerald H. and Bette S. Meyer Glenn J. Meyer John F. Meyer J. A. Miedema Alan M. and Janet Miller Allen L. and Ruth G. Miller Donald P. and Judy R. Miller Gregory L. Miller Kenneth L. and Betty B. Miller Linda Miller Sylvia Miller Pauline E. Milligan Carolyn Milter Roy A. and Dawn M. Minger Peter M. Minotti Steve' and Dolly Minter Carol Mintz Minute Men Inc. _ Laurie Mitchell Melanie J. Mitchell Tom and Lois Mitchell William A. and Margaret N. Mitchell Mr. and Mrs. Jerry Mitzner Kathleen S. Modica Keith A. and Joyce L. Mohr Irene M. Pope Moler ° Brenda Molina Marcia E. Moll Thurman Mollohan James and Barbara D. Molyneaux David and Marija Momic Robert W. and Sharon K. Montgomery Jeffrey L. Moore Mary Moore Suzanne Moore Mary Ann Mooris » Ed Morales Rose P. Moran Terry and Rita Moran Daniel Henry and Mary Jean Moreno

Lana Moresky Mike Moritz Estate of Dr. William A. Morningstar Estate of J. Howard Morris Jr. Julia M. A. Moses Dennis Muetzel Thomas J. Mulcahy Kate Mulgrew Myrtle I. Muntz The John P. Murphy Foundation Martin P. Murphy Patrick J. Murphy Mel and Jean Murray Paul Murray Richard L. and Barbara J. Muzy Jane M. Nagy Geno and Toni Natalucci-Persichetti Marc Nathanson National AIDS Fund Timothy L. and Kathleen Nealon Karla B. Nedelman Thomas Francis and Carol Beckerle Needles Eric H. and Margaret O. Neilsen Elizabeth F. Neuberger Trust Linda A. Neumann The New York Community Trust Ann E. and Richard D. Newcomer Jr. Newman & Newman Charlotte S. and John M. Newman Jr. Tracey A. Nichols Maria Nikolova Gary D. and Greta D. Noakes Thomas A. Nobbe North Coast Community Homes Inc. Northfield Inn Inc. Northfield Park Associates Dr. James A. and Fay-Tyler Norton Daryl L. Novak Lisa S. Nussbaum Sue Finkelstein Nussbaum Gary Nutoves Bernard J. O’Brien Jr. Mary Jo O’Brien Thomas J. O’Brien Charles J. O’Byrne Ocasio Photography Patrick J. and Nancy H. O’Connor Erwin J. Odeal Office Emporium Inc. Timothy P. Offtermatt The Ohio Council of Behavioral Healthcare Providers Damian and Eva Oleksa Frank and Jane Ollendorff Martha B. Ollendorff George W. Oliver

Barry L. Olson Dwight M. and Colleen F. Olson Robert E. and Noreen C. O’Malley One-Eleven Group William J. and Dorothy K. O’Neill Foundation Gerald and Roseanne O’Neill Thomas J. and Kristine A. Orban Leslie Organ Orion Consulting Weston F. and Sally L. Orloff Scott S. Osiecki Richard R. and Colleen A. O’Toole Diane Ott William and Carol Ott Donna Owens Robert Owens PAR Associates Inc. P-C International Sales Marie B. Pachnowski Celina Pagan J. Ward Pallotta Joy E. Pallotta Marjorie Pallotta Marjorie Pallotta’s Rug Hooking Class: Deborah Locker, Nancy Pezzente, Eileen Reeve, Arlyne Taddeo and Marcella Taylor Tony Pallotta Margaret Palmer Carrie Paponetti Parmadale Inc. John P. and Angela A. Patram Charles J. and Barbara H. Patterson Colleen Patton Eileen Patton Erin Patton Katie Patton Tommie L. Patty Debbie Paul Valerie A. Paul Pearl Rug Company Maxine E. Peatross Pelican Moon Productions Burr and Jane Ann Pelton David M. and Betty L. Pelunis James R. and Katherine Pender Penn and Associates Stephen V. Pepper and Linda Tobin Dr. James C. Perhavec Perkins Charitable Foundation Allan and Theresa Perrone Andrew C. and Karla L. Perry Debe Perry Stephen A. and Sondra D. Perry John and Celene Petkash John and Martha A. Petrie

J. M. Petro Godfrey L. and Marjorie J. Pettus Charles E. Pfeifer Pfeiffer Family CLT Howard M. and Dolores N. Pfleiderer Peter and Marion T. Pfouts Jeff and Anneke M. Phillips Donald E. Phillips Mark E. Phillips Rick Philofslay William A. and Maryann S. Picard Rudolph and Barbara Pikovnik Raymond R. and Lenore E. Pikus Dr. David Pincus W. Kenneth and Inez Pingle Pipefitters Local Union No. 120 Plain Dealer Charities Inc. Planned Giving Systems Inc. Planned Parenthood of Greater Cleveland Inc. Playhouse Square Foundation Richard W. and Patricia R. Pogue Michael D. Pokorny Frank J. Polivka Vicki R. Polley Richard F. Pool Family Living Trust Valerie L. Poole Portage Electric Supply Company James and Mary Powers Kathleen A. Powers William E. Powers Susan and Charles W. Pratus Jr. Premier Sales Group Peggie H. and Edwin C. Price Jr. Princeton Alumni Association of Northern Ohio Charles K. and Mauvelyn Pritchard Pro-Cell Inc. Linda J. and Max R. Proffitt Progressive Plastics Project: LEARN Inc. Mary Psenicka Arthur R. and Marilou Puntel Janis Purdy Gay D. Quereau Lorraine A. and James F. Quilty Jr. Thomas A. and Ella Quintrell Mike Rabkewych Rapallo’s Restaurant & Bar Mary W. Rautenberg James B. and Regina M. Reagan Rachel Redmond Ralph C. Tyler P.E., P.S. Inc. Re-Elect Congressman Kucinich Committee Kirk R. Reineke David R. and Patricia M. Reines

Betty R. Renz Estate The Retirement Research Foundation Jean Ellis Retter M.R. Immormino Revock Robert R. Rhodes Testamentary Trust Jack Rhyne Richard E. Jacobs Group Bonnie Richardson Cassandra Richardson Lois V. Richardson Marionette Richardson Joel A. and Beth Smylie Richman Doris A. Riggin Richard J. Rinebolt Heather M. Rinkevich Robert B. Cummings & Associates Dr. Christopher A. and Susan S. Roberts William Hughes Roberts Dr. J.R. and Ruthanna Robertson Joe and Cheryl Robertson Lula Holt Robertson Peter A. and Heidi Gorovitz Robertson Larry and Barbara S. Robinson Rebecca A. Robinson-Brown Daniel Rocco Judge Kenneth A. Rocco Barbara B. Roche Daniel E. Rocker D.D.S. Charles Rockman Rockside-21 Printing Co. Sidney J. and Jane L. Rodeheffer Clarence D. Rogers Jr. Frank Rogers Sherry Rogers Ro-Lease Co. Paul Rolnick Dr. Shadi W. Roman Angie Romanni Giulio D. and Bernadette A. Romano Eduardo Romero Suzanne J. Romick Christopher S. Ronayne Leonard Ronis Roppe Corporation Carl L. and Mary Michael Rose John C. Rose and Evelyn Hagan Michael and Jennifer Russell Rose Norton W. Rose Patrick B. Rose Carole Rosenberg Jay A. Ross Daniel L. and Debra D. Rossbach Estate of Anna M. Roth Nancy J. Roth Barbara Routson

James K. Routson Vernon Rowland The Honorable Betty Willis Ruben Karen McHenry Ruppe Boyd D. and Dawn M. Russell Robert Russo Tonia Rusu Terrence M. Ryan William A. Sackmann Kenneth R. Sacks St. James A.M.E. Church St. James Episcopal Church Foundation Rick Sajovic Salem Adjudication Center Sales Edge Salesmaster Associates Inc. James D. and Mary Ann Salvatore Eileen Sammon Sand Fair Foundation S.C. and Dorothy D. Sandusky Nora Santiago Frank Saridakis Jr. Frank and Anastasia Saridakis Linda A. Saridakis Michael A. Sarris Paul Saunder Linda Saunders John M. Savage Eugene N. and Elizabeth A. Schalk Curtis R. Scharf Karen A. Schaser Jack L. and Dorothy B. Schikowski James J. Schiller & Associates Jerold J. Schlesinger Joan Schmetzer Schnair Sales Company Elaine H. Schoonmaker Thomas and Elizabeth Schorgl Ralph E. and Bernice Schreck Donald R. and Sue M. Schregardus Estate of Mildred Hays Schultz Tom Schultz Gordon J. and Janet K. Schutt Scott and Sylvia Schwark Sue Schwarten Dan E. and Janet B. Schwartz Boyd Scott Donald J. and Virginia M. Scott Marilyn Scott Monique Scott Carol Seabon Paul R. and Kathleen A. Secunde Elizabeth and Ellery Sedgwick Jr. Charles R. See Seegott Inc. Robert M. Seelie

Seneca Wire & Manufacturing Company Michael R. Sering Reverend Richard E. and Susan K. Sering Marc H. Serlin Sean W. Shacklett Sanford Shainker Shaker Auto Lease Inc. Irene Shapiro Shelley K. Sharpe Richard A. Shatten Barbara Shaver Timothy S. Shear Jennifer L. Sheets Jay & Esther Shiff Philanthropic Fund Wayne W. Sholes J. Duncan and Amy G. Shorey John and Tally J. Short Wendene W. Shoupe Eric Shultz Angela D. Shute-Woodson Richard J. Sicha David Michael Sichko Judge Peter M. Sikora Donald E. and Patricia M. Sill Floyd B. and Karen Silver Reuben and Dorothy Silver Steven M. Sims A.C. Sinagra and Associates Sinkâ&#x20AC;&#x2122;s Florists Inc. Margaret F. Skelly Traci Skelly Barbara A. Skinner Cyril A. and Ann Marie Slifka Estate of Edward W. Sloan Jr. Robert M. Sloan Sloane Tracers Inc. R. Eugene and Margaret B. Slough Robert L. and Anita L. Smialek Mark D. and Phyllis Ann Stover-Smith Dr. Mieko Kotake Smith William H. Smrekar Estate of Frances L. Snider Brian V. Sokol Solitare Wirth & Associates Jerry Sorkin Paul J. and Joan E. Spangler Specialty Lubricants Corp. Joyce Spetrino John A. Spotts Sprague Research Development Co. Robert F. and Constance C. Sprague Squire Sanders & Dempsey L.L.P. Elisabeth J. Staley Stan Goss and Associates Inc. Zee Stanisic

Star Bank The Starr Foundation Tracy Starr Fundraising Event at The Beach Club Ed and Betsy Starr Tina Starr Starrâ&#x20AC;&#x2122;s Hair Fantasy Cathy A. Stawarski Janet L. Stawarski Thomas and Rita Stawarski Billie Howland Steffee Joan M. Steidl Curt Steiner and Jan Allen Stern Advertising Inc. Robert J. and Marianne H. Stern John M. and Rose Sterner Edward M. and Amy C. Stevens Elizabeth Stevens Donald W. and Jacqueline W. Stimpert Dortha W. Stober Charles M. and Patricia A. Stockinger Gary D. Stone Barbara Storch The Honorable John P. and Nancy Stozich Rita M. Stozich Albert and Alice Stratton Rose Strauss Drs. George A. and Brigitte N. Streeter Ralph E. and Barbara N. String Robert B. and Marian E. Strouse Elna I. Sullivan Susan J. White Associates James S. Sustar Helen M. Swartz Gerald F. Sweeney Jackie Sweeney James F. Sweeney III TASCO LLC Catherine M. Taafe Frederick I. Taft Seth C. Taft Tanglewood Country Club Mel Tatonetti Dudley J. and Louise Taw Felicia A. Taylor Marcella D. Taylor Team Marketing Inc. Joseph Tepas Carol Grewe Thaler John T. and Carol Grewe Thaler Anne T. Thiel Parichart and Pramuan Thirasilpa Thomas Associates Inc. Ella Holt Thomas

Michael J. Thomas and Alison Battaglia Richard Thomas Robin Darden Thomas The Neil L. Thompson Family Foundation Inc. William E. and Kay S. Thompson Arthur R. and Alicejean Thomson Bill and Noreen Thornton Mark A. and Mary A. Timoneri Haidy Tinio Ronald J. Tober William and Edith Tobocman Toledo Jewish Community Foundation Arnold R. and M. Darlene Tompkins Mario and Roberta Tonti David J. and Kirstin S. Toth Sarah Tozzi Roger W. Tracy Dr. Leonard M. and Kerstin E. Trawick Gregory W. and E. Carol Trees Nick Trem Rocque and Sandra Trem Lee A. Trotter Fedelia E. Trotto James and Joanne Trovato Troy & Co. Troy â&#x20AC;&#x2DC;98 Committee Jordan A. and Karin H. Truthan Shelley Turf Alexandra N. Turk Michael G. and Deborah Z. Turk Turner Construction Larry and Jan Turnock Heang K. and Tanlee Tuy Rick Udelson Eloisa A. Ulmer Frances Ulrich Richard C. and Shirley M. Ulstad United Way of Fostoria Ohio Inc. United Way Services University School James Edward and Rita L. Vail Piet Van Lier Vanguard Promotions & Marketing Inc. Robert S. Varda Gizella Varkonda William L. and Patricia Vasil Donald and Nancy Vickers Victor Gelb Inc. Judge Jose Villanueva Robert R. Vit Rebecca A. Vitale Nelle Wulff Vizneau

James M. and Patricia A. Vober Joseph A. Vocaire Vocational Guidance Services Jack and Mary Vogelgesang Frances S. Voke-Buchholzer Deanna S. Vosmik Estate of Frieda Vrana Estate of Robert Vrana Wade & Associates Inc. Ellen Garretson Wade Memorial Fund Kendall and Susan Wainscott Helen B. Waldren Martin and Monica R. Waleszewski Doris Walker Dr. Harry C. Walker Kelly Walter David M. Ward Trust Washington & Lee Services Inc. Hallie B. Wasserman Mark and Cindy Wathey Michael H. and Lori L. Watson Karen B. Watt Cyril C. Weathers R. Jack and Carol Ruth Weidner Walter H. and Janet H. Weimer Eleanor Wilner Weinberg Lee C. Weingart Dr. Joseph and Angela Weingates Richard A. and Rochelle Weinstein Ira H. Weiss D.D.S. M.S.D. Brenda S. Welch Grove N. and Judith A. Welch William Wendling and Lynne E. Woodman William B. Werling Richard B. Werner Stanley E. and Sally H. Wertheim West Geauga Secondary Schools PTO West Side Ecumenical Ministry Sean Whalen Monica L. Wharton Richard J. and Barbara W. Wherley Dolores White Marilyn Whitten Marsha Rose Wickliffe Rudolph Roger and Mary Ann Widmar Thomas R. and Dorothy G. Wigglesworth Donald P. and Carrie M. Wight Jerome Cal Wilkins Reginald A. Wilkinson Thomas J. and Brenda L. Willard David J.C. Williams Gregory L. Williams Rolande G. and George E. Willis Edward F. Willkomm

C. Jane Wilson Valarie Wilson Howard F. Wise Ann H. and H. Robert Wismar Jr. Neal R. and Cynthia F. Wisner Carol Wolf Margaret W. Wong & Associates Co. LPA Corinne Wood James Wood Frederick B. and Diana M. Wood bridge Woodstock Products Inc. World Equipment 8c Machine Sales Co. Jerry and Eva Wray Estate of Esther Wright Rebecca Yody Wayne Yodzio Robert A. and Karen L. Youdelman Vernell Lumbus Young Charles J. Younger Scott Charles Younger Diane Yuhasz John K. Zachariah Johnson Zavier Dana Zenkewicz Chao Zheng Judge Joseph A. Zingales John A. and Noreen M. Zito John S. and Margaret I. Zitzner Thomas T.K. Zung Architects Inc. dba Buckminster Fuller, Sadao & Zung Kendra A. Zusy Anonymous (9)

Supporting

Organizations

You, your family or a private foundation may create a supporting organization of The Cleveland Foundation, a special fund with its own grantmaking ability, investment objectives and board of trustees. The supporting organization benefits from our professional staff, administrative services and favorable tax status.

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

Trustees: William Patmon, Charles L. Patton Jr.(completed term July 1998), Roosevelt Coats (effective July 1998), Dennis Knowles, Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Hilary S. Taylor, Michael J. Hoffmann, Steven A. Minter The Alton F. and Carrie S. Davis Fund

Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., Marjorie M. Carlson (effective April 1999), John J. Dwyer (completed term March 1999), Adrienne Lash Jones, Harvey G. Oppmann The Findlay-Hancock County Community Foundation

Trustees: G. Norman Nicholson, Chairperson Charles J. Younger, Barbara Deerhake, Charles F. Stumpp Jr., The Honorable Allan H. Davis (ex-officio), David S. Healy, Karl Heminger, Patrick W. Rooney, Judy Rower, Ralph D. Russo, The Honorable John P. Stozich, Jennifer Payne-White Goodrich Social Settlement

Trustees: S. Sterling McMillan III, Richard W. Pogue, Ann L. Marotta, Michael J. Hoffmann, Steven A. Minter The Higley Fund

Trustees: Albert M. Higley Jr., Beverly G. Higley, James M. Delaney, Steven A. Minter, Molly Offutt (deceased April 1999) The McDonald Fund

Trustees: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter The Medical Mutual of Ohio Charitable Foundation*

Trustees: James M. Delaney, Robert N. Trombly, Thomas E. Wagner, Esq., Steven A. Minter, Charles A. Ratner The Sherwick Fund

Trustees: John Sherwin Jr., Heather Sherwin, James E. Bennett, James M. Delaney (completes term June 1999), David G. Hill, Jacqueline F. Woods (effective July 1999) The Billie Howland Steffee Family Fund*

Trustees: Billie H. Steffee, Susan W. Cargile, Jon H. Outcalt, Sara K. Robechek, Steven A. Minter The Treu-Mart Fund

A supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland Trustees: Arthur W. Treuhaft, Mary Louise Hahn, Henry L. Zucker (deceased July 1998), Hanna H. Bartlett (effective April 1999), Rev. Elmo A. Bean, Henry J. Goodman, Jerry V. Jarrett (term completed March 1999), Albert B. Ratner, Adele Z. Silver (effective December 1998) ’’’'These funds were being classified as supporting organizations at year-end 1998.

Investment

T ru s te e B anks Bank One Ohio Trust Company, NA 600 Superior Avenue Cleveland, OH 44114-0183 FirstMerit Bank, NA 123 West Prospect Avenue Cleveland, OH 44115-1070 The Huntington Trust Company, NA 917 Euclid Avenue Cleveland, OH 44115 Key Trust Company of Ohio, NA 127 Public Square, 17th Floor Cleveland, OH 44114-1306 National City Bank 1900 East Ninth Street Cleveland, OH 44114

M u tu al Funds The Capital Group Companies 333 South Hope Street Los Angeles, CA 90071-1443 The Vanguard Group, Inc. P.O. Box 2900 Valley Forge, PA 19482-2900

Managers

N on-Trustee In v e s tm e n t M a n a g ers Davidson Partners Investment Counsel, L.P. 30000 Chagrin Boulevard Cleveland, OH 44124 Gries Financial Corporation 1801 East Ninth Street, Suite 1600 Cleveland, OH 44114-3100 The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903 McDonald & Company Securities, Inc. 800 Superior Avenue, Suite 2100 Cleveland, OH 44114 Merrill Lynch Company One Cleveland Center 1375 East Ninth Street Cleveland, OH 44114-1798 Roulston & Company, Inc. 4000 Chester Avenue Cleveland, OH 44103 Stein Roe & Farnham, Inc. The Galleria & Tower at Erieview 1301 East Ninth Street, Suite 1414 Cleveland, OH 44114 Silchester International Investors, Inc. 780 Third Avenue, 42nd Floor New York, NY 10017

Financial

Highlights

1998

At the beginning of 1998, the market had produced three years of double-digit returns. While many believed that a fourth year was not possible, the S& P 500 finished 1998 with a return of 28.76 percent. The Foundation continued to benefit from these remarkable returns: total assets grew from $1,269,684,396 at year end 1997 to total assets of $1,459,345,964 at December 31, 1998. During the year, the Foundation generated $231,721,447 of revenue, gains and other support. Of that amount, our investment managers generated $207,417,633 in investment income and appreciation. The majority of the return was generated from our significant position in domestic large cap stocks. Our investment managers began the year with an overall equity position of 68.2 percent, fixed income position of 22.0 percent and cash and other assets at 9.8 percent. As of December 1998, they had 69.8 percent in equities with 19.9 percent in fixed income and 10.3 percent in cash and other miscellaneous assets. Total 1998 return on our invested assets was 18.41 percent. The value of our assets grew primarily from realized and unrealized gains of $168,278,662, gifts (GAAP basis) of $24,069,994 and other mis足 cellaneous income of $233,820. The remaining $39,138,971 of investment income was generated from interest, dividends, common trust and common fund income and other distributions. Total expenses were $53,851,122 for the year, including trust and investment management fees of $5,311,502. These fees are approximately 40 basis points to the average market value of the assets for the year. The Board of Trustees and Distribution Committee authorized $47,351,634 in 1998 grants, program-related investments and administra足 tive budget, including conditional grants, compared to $42,643,857 in 1997. Of this amount, our 1998 administrative budget was $6,220,613, 13 percent of the total amount authorized. The total amount of 1998 grants authorized represented an increase of $3,722,892, or 10 percent, in grant authorizations compared to the prior year. 38

Asset Allocation

As o f D ecem ber 31, 1998

Asset M arket Value $1,600,000,000 1.400.000.000 1.200.000.000 1,000 ,000,000

800,000,000 600,000,000 400,000,000 90

The Board of Trustees and Distribution Committee Charles A. Ratner Chairperson Cathy M. Lewis Vice Chairperson

Statement

Diversity

The 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

James E. Bennett III Doris A. Evans, M.D. Benson P. Lee Alex Machaskee Rev. Dr. Otis M oss Jr. James V. Patton John Sherwin Jr. Jerry Sue Thornton Jacqueline F. Woods

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 workrelated skills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland

Trustees Committee Gary R. Allen KeyBank, NA Barrie G. Christman Huntington National Bank Bruce Kephart FirstMerit Bank, NA William E. McDonald III National City Bank Timothy A. Tobey Bank One, Cleveland, NA

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 points of view to Board deliberations.

Executive Office Steven A. Minter Executive Director/President Susan L. Eagan Executive Vice President Leslie A. Dunford Corporate Secretary/Special Assistant Diana L. Davis Lois J. Kowalski Executive Assistants Lynn M. Sargi Manager o f Human Resources Terrie L. Leggett Human Resources Assistant Administration Roberta W. Allport Vice President o f Administration Program Officer, Philanthropic Sector Janet M. Carpenter Office Services Administrator Dwayne Freed Office Services Clerk Pierretta H. Wingfield Records Management Administrator

Patricia Berke-Takacs Tiffanie C. Colston Records Technicians/Program Assistants M artha A. Burchaski Receptionist Arts and Culture Kathleen A. Cerveny Senior Program Officer Gita C. Gulati Program Associate, Arts and Culture and Education Joan M . Cerne Program Assistant

Community Development and Economic Development Jay Talbot Senior Program Officer, Community Development Manager o f Special Projects Stephen Rowan Program Officer, Economic Development Pamela L. George Program Associate, Community Development, Economic Development and Executive Office Linda M. Estacion Arline Z. Nosse Program Assistants Education William S. McKersie Senior Program Officer

Social Services Goldie K. Alvis Senior Program Officer

Caprice H. Bragg Jeffrey Lydenberg Gift Planning Officers

Marci Bernstein Lu Program Associate, Social Services and Executive Office

Valarie L. Butler Carol A. Hellyar Lavetta E. Jones Diane C. Kaszei Gift Planning and Donor Relations Assistants

Linda Harris Stewart Program Assistant Philanthropic Services Michael J. Hoffmann Senior Program Officer Principal Staff, Lake-Geauga Fund and Supporting Organizations

Health Robert E. Eckardt Senior Program Officer M anager o f Grant Evaluation Beth Volz Program Associate, Health and Philanthropic Services Charlotte J. Palmison Program Assistant

Deanne M. Machen Finance Assistant

Alicia M. Ciliberto Program Assistant, Philanthropic Services and Cultural Affairs

Jean A. Lang Senior Manager

Mary C. Zins Program Assistant

Kathy S. Parker Controller

Communications Lynne E. Woodman Director o f Communications Lyz Bly Communications Associate Marcia L. Bryant Communications Assistant

William Von Alt Director o f Financial Services M ary Clink Florence Ghosn Karen Louie Timothy Simmerly Accountants Janice M. Cutright Manager o f Information Services

Gift Planning and Donor Relations Teri M. Hansen Vice President for Gift Planning and Donor Relations

David L. Mueckenheim Bryan W. Stauffer Programmers/Analysts

Nancy McCann Director o f Gift Planning and Donor Relations

General Counsel Malvin E. Bank Thompson, Hine & Flory LLP Staff as o f April 1 5 ,1 9 9 9

Marvelous Ray Baker Scholarship Administrator/ Program Assistant Shirley M. Ulstad Program Assistant

Finance and Information Systems J .T Mullen Chief Financial Officer/Treasurer

Editor

Cover Art

Lynne E. W o odm an

Pat K ilken ny

Associate Editor

Principal Photography

Lyz Bly

M a riu s C h ira D ale O m o ri D on Snyder

Editorial Assistants

M a rcia L . B ryant Je a n A. L a n g K ath y S. Parker Design

H2-N D esign

Additional Photography

Betsy M olnar, Big Stills; Cleveland M etroparks; D am es & M oore for Greater Cleveland RTA Euclid Corridor Im provem ent Project; Ron Linek; R oger M astroian n i; Timothy R oberts; Sandvick Architects for LR Developm ent; M anuel Santiago; Heidi Z aller

For a copy of our 1998 grants list, complete financial statements or permanent funds list, please call our communications department at 216.861.3810, ext. 267 or e-mail us through our Web site at www.clevelandfoundation.org

T H E 1 9 9 8

C L E V E L A N D

A N N U A L

R E P O R T 1 9 9 8

F O U N D A T I O N S U P P L E M E N T

F U N D S

G R A N T S

,\ \ ,\ \ \SVW.K

1998 Sum m ary $ 1 ,4 5 9 ,3 4 5 ,9 6 4 Assets at December 31, 1998

$3 0 , 178,271 New Assets Received 1998

$4 7 ,3 5 1 ,6 3 4 Grants, Program-Related Investments and Administrative Expenses Authorized

Contents 1 Named Funds of The Cleveland Foundation

6 Donor-Advised Funds 6 Agency Endowment Funds 7 Supporting Organizations 1 2 1998 Grants Authorized 4 6 Financial Statements 1998 5 5 Applying for a Grant

Funds

The

Cleveland

Foundation

Thousands of donors have contributed to The Cleveland Foundation since its founding in 1914. Their gifts, ranging from a few dollars to millions, have made possible all the grants listed in this report. We thank them for their legacy to our community. Following is a list of The Cleveland Foundationâ&#x20AC;&#x2122;s named funds.

Morris Abrams Fund

Karl B. Bernal Memorial Fund

Katherine Ward Burrell Fund

The Adomeit Fund

Mary Berryman Fund

Edmund S. Busch Fund

Lewis and Ruth Affelder Fund

Nestor B. Betzold Trust

Rhoda L. Affelder Fund Wickham H. Aldrich Fund

The Leona Bevis Charitable Remainder Annuity Trust

Janet G. and Mary H. Cameron Memorial Fund Marian M. Cameron Fund

Rob Roy Alexander Fund The William Harry Alexander Fund

Ida Beznoska Fund

The Martha B. Carlisle Memorial Fund

Big Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund

Edna L. and Gustav W. Carlson Foundation Memorial Fund

Hattie E. Bingham Fund

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

The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research Raleigh F. Andrie Memorial Fund The George and May Margaret Angell Trust Anisfield-Wolf Fund Charles Rieley Armington Fund Raymond Q. and Elizabeth Rieley Armington 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 Ruth and Elmer Babin Fund The Frederic M. and Nettie E. Backus Memorial Fund The Magdalena Baehr Fund

Helen and Ira J. Bircher Fund George Davis Bivin Fund Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable Trust Edith F. Blum Community Pooled Income Fund The Harold and Ruby Blum Memorial Fund The Martin E. and Evelyn K. Blum Fund Tom L.E. Blum and Martin E. Blum Fund Katherine Bohm Fund Ernest J. Bohn Memorial Fund Roberta Holden Bole Fund Newell C. Bolton Fund Jean and Roger Bond Jr. Fund

Leyton E. Carter Memorial Fund Mary C. Carter Gift Annuity Robert and Annie Cartman Fund The Central High School Endowment Fund E. Bruce and Virginia Chaney Fund The Fred H. Chapin Memorial Fund The George Lord and Elizabeth Chapman Fund The Frank J. and Nellie L. Chappie Fund Alton LaMaur Character Memorial Scholarship Fund The Children Forever Endowment Fund The Adele Corning Chisholm Memorial Fund George W. Chisholm Fund

Walter C. Baker Fund

Helen R. Bowler Fund The George H. Boyd Fund

The Arthur W. Chown Fund

Walter C. and Fannie White Baker Fund

Alva Bradley II Fund

Lilian Hanna Baldwin Fund

Leonard A. and Helen Russell Bretschneider Scholarship Fund

Garnetta B. Christenson and LeRoy W. Christenson Fund

Fannie White Baker Fund

Ball, Ball, Galloway, Jacobs and Pickett Fund Fred J. Ball Fund The Fred J. Ball and Elizabeth S. Ball Charitable Remainder Trust Malvin E. Bank Fund D. Robert and Kathleen L. Barber Fund The Corrine F. Barlag Fund Mabel R. Bateman Memorial Fund Warner M. Bateman Memorial Fund Cornelia W. Beardslee Fund James C. Beardslee Fund Louis D. Beaumont Fund Dorothy S. and Robert K. Beck Memorial Fund The Beckenbach Scholarship Memorial Fund

Jeanette W. Brewer Fund Gertrude H. Britton, Katharine H. Perkins Fund Mary K. and Robert R. Broadbent Salvation Army Endowment Fund

Mr. and Mrs. Harold T. Clark Fund J.E.G. Clark Trust Marie Odenkirk Clark Fund Clark-Owen Memorial Fund The Elsa Claus Memorial Fund No. 2

Fannie Brown Memorial Fund

Inez and Harry Clement Award Fund Cleveland: NOW Fund

Marie H. Brown Fund

Cleveland Recreational Arts Fund

Ada G. Bruce Fund

Cleveland War Memorial

George F. Buehler Memorial Fund

Clevite Welfare Fund

Marie I. Buelow Fund

Caroline E. Coit Fund

Judge Lillian W. Burke Scholarship Fund Burkhardt Family Fund

Arthur F. and Gladys D. Connard Memorial Fund

The Harry F. and Edna J. Burmester

A.E. Convers Fund

Charitable Remainder Unitrust No. 1

Harry Coulby Funds (2)

The Thomas Burnham Memorial

Jacob D. Cox Fund

The Thomas Burnham Memorial Trust

S. Houghton Cox Fund

Victor Mills Fund

Frederick Woodworth Pattison Fund

Steven and Dolly Minter Fund

Tommie Lenora Pradd Patty Fund

William A. Ruehl and Mary Ruehl Memorial Fund

Anna B. Minzer Fund

Blanche B. Payer Fund

Dorothy and Helen Ruth Fund

John A. Mitchell and Blanche G. Mitchell Fund

Linda J. Peirce Memorial Fund

St. Barnabas Guild for Nursing Fund

Douglas Perkins Fund

Virginia Salay Memorial Fund

The August G. and Lee F. Peterka Fund

Ruth G. and Sam H. Sampliner Fund

Grace M. Pew Fund

Janet Coe Sanborn Fund

Poetry Fund

Mary Coit Sanford Fund

Lucia C. Pomeroy Charitable Gift Annuity

The Mary Coit Sanford Memorial Fund

LT(JG) Donald Richard Powers Memorial Scholarship Fund

Oliver H. Schaaf Fund

The Angelo and Dorothy Monopoly Memorial Fund Cornelia S. Moore Fund The George L. and Genevieve D. Moore Family Funds (2) The Mr. and Mrs. Jay P. Moore Memorial Fund John H. and Beatrice C. Moore Fund William A. Morningstar Fund J. Howard and Josephine L. Morris Fund*'

Caroline Brown Prescott Memorial Fund

Dr. Henry A. and Mary J. Schlink Memorial Fund

Walter D. Price Fund

Scholarship-in-Escrow Fund

William H. Price Fund

Otto F. Schramm and Edna H. Schramm Memorial Fund The Leo J. Schultz and Mildred Hays Schultz Fund The Robert N. Schwartz Fund for Retarded Children

J. Howard and Josephine L. Morris Gift Annuity

Princeton Urban Studies Fellowship Fund

William Curtis Morton, Maud Morton, Kathleen Morton Fund Mary MacBain Motch Fund

Florence Mackey Pritchard and P.J. Pritchard Scholarship Fund

E. Freeman Mould Fund Jane C. Mould Fund Grace Murray Fund Frank A. Myers Fund

Queen McGee Evans Pryor Fund The Public Square Preservation and Maintenance Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund

Tom Neal Fund

The George John Putz and Margaret Putz Memorial Fund

Neighbors Against Racial Violence Fund

The Fred O. and Lucille M. Quick Fund

Harold M. Nichols Fund Jessie Roe North and George Mahan North Memorial Fund

The Charles Greif Raible and Catherine Rogers Raible Fund The John R. Raible Fund

The Northern Ohio Opera Fund

Victoire and Alfred M. Rankin Jr. Fund

The Northwest Emergency Team Fund

Marion E. Rannells Fund Barbara Haas Rawson Memorial Fund

Fay-Tyler Murray Norton Fund Blanche E. Norvell Fund Harry Norvell Fund R. Henry Norweb Jr. and Elizabeth G. Norweb Gift Annuity John F. Oberlin and John C. Oberlin Fund John F. O â&#x20AC;&#x2122;Brien Charitable Remainder Unitrust The Crispin and Kate Oglebay Trust Ohio Nut and Bolt Company Fund Beulah N. Olinger Fund John G. and May Lockwood Oliver Memorial Fund Henry and Martha Ollendorff Fund Clarence A. Olsen Trust Mary King Osborn Fund Rico F. Pallotta Fund

Ernest D. Saunders Fund

Grace P. Rawson Fund Clay L. and Florence Rannells Reely Fund Hilda Reich Fund Maggie A. Reimer Fund

Demetra A. Sciulli Fund Henry W. Sciulli Charitable Remainder Unitrust 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

Leonard R. Rench Fund

The Henry A. Sherwin and Frances M. Sherwin Funds (3) James Nelson Sherwin Fund

The Retreat Memorial Fund

The John and Frances W. Sherwin Fund

Marie Richardson Memorial Fund

Cornelia Adams Shiras Memorial The John and La Verne Short Memorial Fund

Charles L. Richman Fund Nathan G. Richman Fund Robin and Metalworks Employeesâ&#x20AC;&#x2122; Educational Resource Fund Helen D. Robinson Fund Alice M. Rockefeller Fund Elizabeth Becker Rorabeck Fund Rebecca and Etta Rosenberg Memorial Fund

The A.H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund Josephine R. and Edward W. Sloan Jr. Fund Kent H. Smith Fund The Nellie B. Snavely Fund

The Dr. Charles B. Parker Memorial Fund

Edward L. Rosenfeld and Bertha M. Rosenfeld Fund

Society for Crippled Children Tris Speaker Memorial Fund A.L. Somers Fund

Anna M. Roth Fund

William J. Southworth Fund

Erla Schlather Parker Fund

Roulston Family Fund No. 3

The Joseph K. and Amy Shepard Patterson Memorial Fund

Charles F. Ruby Fund

William P. Southworth and Louisa Southworth Fund

William P. Palmer Fund

Dr. George P. Soyer Fund

The John C. and Elizabeth E Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund

Mabelle G. and Finton L. Torrence Fund Stephen E. Tracey and Helen Oster Tracey Fund

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

The Elizabeth M. and William C. Treuhaft Fund

James D. Williamson Fund

Jessie C. Tucker Memorial Fund

Ruth Ely Williamson Fund

Isabelle Tumpach Fund James H. Turner Fund

Rolande G. and George E. Willis Charitable Remainder Unitrust

Virginia Spriggs Fund

The Edward A. and Esther T. Tuttle Memorial Fund

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

The Robert V. and Florence W. Spurney Charitable Remainder Unitrust

Rufus M. Ullman Fund

Marjorie A. Winbigler Memorial

Leo W. Ulmer Fund

H. Robert and Ann H. Wismar Fund

Christian and Sophia Vick Memorial Fund

Edith Anisfield Wolf Funds (2)

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

The Miriam Kerruish Stage Fund The Tracy Starr Breast Cancer Research Fund The Dorothy and Oscar F5. Steiner Fund for the Conservation of Abused Children

The Benjamin and Rosemary Wolpaw Memorial Fund

Molly Agnes Voinovich Memorial Fund Corinne T. Voss Fund

The Women’s General Hospital Fund

Robert and Frieda Vrana Fund

Nelle P. Woodworth Fund

The Homer C. Wadsworth Award

David C. Wright Memorial Fund

John F. and Mary G. Wahl Memorial Fund

Edith Wright Memorial Fund

Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund

Jessie MacDonald Walker Memorial Fund

The Wulf Sisters Memorial Fund Herbert E. and Eleanor M. Zdara Memorial Fund

Jessie R. Stewart Fund

Ella M. Walz Memorial Fund David M. Ward Fund*

Frederick C. Sterling Second Testamentary Trust Avery L. Sterner Fund

The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Charles L. and Marion H. Stone Fund Esther FI. and B.F. Stoner Memorial Fund James P. Storer Fund Harriet B. Storrs Fund Vernon Stouffer Memorial Fund

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

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

Leonard F. Stowe Fund Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund

Stanley H. Watson Memorial Frank Walter Weide Fund

Ralph E. and Barbara N. String Charitable Remainder Unitrust

The Harry H. and Stella B. Weiss Memorial Fund

Struggling Within Leber’s Fund’'

William Wendling and Lynne Woodman Fund

The Ignatz and Berta Sunshine Fund C.F. Taplin Fund Charles Farrand Taplin and Elsie H. Taplin Fund Taw Family Salvation Army Endowment Fund

Harriett and Arthur Weiland Fund

Burt Wenger Fund Leroy A. Westman Fund George B. and Edith S. Wheeler Trust Lucius J. and Jennie C. Wheeler Memorial Fund

The Alma M. and Harry R. Templeton Memorial Fund Henrietta Teufel Memorial Fund

Jane D. White Funds (2)

The Katharine Holden Thayer Funds (3) The John H. Thomas Fund

The Marian L. and Edna A. Whitsey Fund

Allison John Thompson Memorial Fund

Edward Loder Whittemore Fund

Amos Burt and Jeanne L. Thompson Fund

Henry E. and Ethel L. Widdell Fund

Chester A. Thompson Fund Homer F. Tielke Fund

Thomas R. and Dorothy G. Wigglesworth Fund

Maude S. Tomlin Memorial Fund

The John Edmund Williams Fund

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

R.N. and H.R. Wiesenberger Fund

Esther Wright Fund

Roy J. Zook and Amelia T. Zook Fund

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

CONTINUED FOUNDATION CLEVELAND THE OF FUNDS

Donor-Advised Funds

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

William A. and Margaret N. Mitchell Fund

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

The Mary B. Moon Fund

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

The Ameritech Fund

The Lindsay J. and David T. Morgenthaler Fund

Bennett Family Fund

Earl F. and Betsy D. Myerholtz Fund

The Edward C. and Jane D. Bloomberg Fund

John G. and Karen R. Nestor Fund

The Catherine Horstmann Home Endowment Fund

Charles P. and Julia S. Bolton Fund

Charles J. and Patricia Perry Nock Fund

Bradley Company, Margaret I. and John S. Zitzner Fund

Ohio Attorney General Local Law Enforcement Fund

The Campopiano Family Fund Alvah Stone and Adele Corning Chisholm Memorial Fund

Richard W. and Patricia R. Pogue Fund

Lesbian/Gay Community Service Center of Greater Cleveland Fund

Charles A. and liana Horowitz Ratner Fund

Lutheran Metropolitan Ministry Association Fund

F. James and Rita Rechin Fund

Rev. Dr. Marvin A. McMickle Scholarship Fund

Michael A. and Susan K. Clegg Family Fund The Funds for the City of Cleveland (3) The Cleveland Foundation Special Fund No. 2 The Cleveland Foundation Special Fund No. 3

George J. Picha Fund

Stewart L. and Judith P. Rice Fund Doris A. Riggin Fund of The Greater Cleveland Foundation William Hughes Roberts Fund Roulston Family Fund

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

Rukosky Family Fund The Elizabeth and Ellery Sedgwick Fund

The Cleveland Foundation Special Fund No. 8

Smialek Family Fund R.H. Smith Family Fund

The George W. Codrington Charitable Foundation Fund

Thomas and Mildred Taylor Fund TRW Fund

The Donum Fund

Philip R. Uhlm Fund

The James E. and Isabelle E. Dunlap Fund John J. and Frances E. Dwyer Fund The GAR Fund The Garda Family Fund Gries VI Generation Fund of The Greater Cleveland Foundation Griswold Family Fund

Paul A. and Sonja F. Unger Fund Wellman Philanthropic Fund Harold L. and Patricia D. Williams Fund Wipper Family Fund The Wolpert Fund The Robert J. and Janet G. Yaroma Family Fund

Donald F. and Shirley T. Hastings Family Fund Laura R. Heath Fund Allen C. and Louise Q. Holmes Fund Thomas Hoyt and Katharine Brooks Jones Family Fund Mr. and Mrs. Tom H. Lang Fund Leaderson Fund Eleanor M. Lewis Fund The Lincoln Electric Fund for Excellence in Education 6

Hathaway Brown School Endowment Fund

Agency Endowment Funds

American Red Cross, The Greater Cleveland Chapter Fund Aurora Schools Foundation Fund Black Professionals Association Charitable Foundation Fund The Childrenâ&#x20AC;&#x2122;s Theatre Endowment Fund

Robert R. and Ann B. Lucas Fund

The Cleveland Hearing and Speech Center Fund

Mandorel Fund

The Cleveland Institute of Art Fund

The Thornton D. and Penny P. McDonough Family Fund

Cuyahoga County Public Library Endowment Fund

John P. McWilliams and Brooks Barlow McWilliams Fund

Deaconess Community Foundation Fund

Andrea and Elmer Meszaros Fund

Federation for Community Planning Health and Human Services Fund

Mitchell Family Fund

Hospice of the Western Reserve Fund The Intermuseum Conservation Association Endowment 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

Supporting

Organizations

You, your family or a private foundation may create

in the field: The Sherwick Fund, the nation’s first supporting

a supporting organization of The Cleveland Foundation,

organization, and The Treu-Mart Fund, the first supporting

a special fund with its own grantmaking ability, investment

organization affiliated with both a community foundation

objectives and board of trustees. The supporting organization

and a Jewish community federation.

benefits from our professional staff, administrative services and favorable tax status.

Supporting organizations in 1998 awarded $4,501,938 in grants. The grants listed are for general support unless

Ten supporting organizations were affiliated with

otherwise noted.

The Cleveland Foundation in 1998, including two pioneers

The C ity of C leveland’s Cable Television M inority Arts and Education Fund Established in 1994 Donor: Cablevision of Cleveland Trustees: William Patmon, Charles L. Patton Jr. (completed term July 1998), Roosevelt Coats (effective July 1998), Dennis Knowles, Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Hilary S. Taylor, Michael J. Hoffmann, Steven A. Minter • Equipment for Cleveland Television Network • Operating support Total City of Cleveland’s Cable Television Minority Arts and Education Fund Grants

$950,000 550,000 $1,500,000

The Alton F. and Carrie S. Davis Fund Established in 1979 by Alton F. and Carrie S. Davis Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., Marjorie M. Carlson (effective April 1999), John J. Dwyer (completed term March 1999), Adrienne Lash Jones, Harvey G. Oppmann Chagrin River Land Conservancy

• Land Protection Fund

Cornucopia, Inc.

• Improvements at Nature’s Bin stores

$10,000 5,000

The Foundation Center, New York, New York • Operating support for The Foundation Center - Cleveland office (over three years)

1,500

Preterm Cleveland, Inc.

7,500

• General support

Total Alton F. and Carrie S. Davis Fund Grants

$24,000

The Findlay-Hancock County Community Foundation Established in 1992 Grantmaking focus: The City of Findlay and Hancock County Trustees: G. Norman Nicholson, Chairperson Charles J. Younger, Barbara Deerhake, Charles F. Stumpp Jr., The Honorable Allan H. Davis (ex-officio), David S. Healy, Karl Heminger, Patrick W. Rooney, Judy Rower, Ralph D. Russo, The Honorable John P. Stozich, Jennifer Payne-White Board Designated

Findlay Board of Education

• The Findlay High School band and scholarship support for graduating seniors

Findlay-Hancock County Community Foundation

• Strategic plan

Hancock County Office of Education

• Staff/Students/Parents: Enrichment Experiences

Hancock Parks Foundation

• Engineering plans and drawings to help establish the Blanchard Valley Greenway

$14,528 20,000 7,000 15,000

Donor Designated

First Presbyterian Church of Findlay Friends of the Findlay-Hancock County Public Library

$2,825 • Support programs and future capital needs

423

CONTINUED ORGANIZATIONS SUPPORTING

Donor Advised Boy Scouts of America

• Black Swamp Area Council

$1,000

City Mission of Findlay

• Building fund

53,000

Eastern Illinois University Foundation

• Commemorative Courtyard Benchmark Society

The University of Findlay

• Printing of “A History of Frontier Findlay” • Sponsorship of the Mazza Collection

12,000 8,991

First Presbyterian Church of Findlay

• Columbarium • Annual fund

22,998 7,560

Hancock Park District

• Purchase of six bulletproof vests • Ice rescue equipment

3,100 4,000

Ohio County and Independent State Department of Agriculture

• Seneca County Agricultural Society for purchase of stalls for horses located on Fair grounds

8,750

NO-WE-OH Council of Camp Fire, Inc.

• Greater Northeast Ohio Diabetes Association for diabetic children

Tiffin Charitable Trust

• Tiffin stadium project capital campaign

United Community Fund of Hancock County dba United Way Foundation of Hancock County

• To support the United Way of Hancock County

2,500

450 50,000 5,465

Scholarships The Cleveland Foundation (Inc.)

• Scholarships from the Daniel R. Bennett Scholarship Fund for McComb Local School District students studying at an accredited college or university • Scholarship from the Joseph R. and Westelle L. Browne Fund to a graduate of Findlay High School • Scholarship from the Jean C. Graham Women’s Scholarship Fund for female students graduating from a Hancock County school • Scholarship from the Thomas Richard Shoupe, M .D . Fund to students who wish to pursue graduate or professional studies • Scholarship from the Linda B. Ziegler Fund to a graduate of Findlay High School

Total Findlay-Hancock County Community Foundation Grants

$5,000 1,800 2,000 400 1,000 5249,790

Goodrich Social Settlem ent Affiliated in 1979 Donors: Robert R. Rhodes Testamentary Trust, Ellen Garretson Wade Memorial Fund Grantmaking interests: Goodrich Gannett and Lexington-Bell neighborhood centers Trustees: S. Sterling McMillan III, Richard W. Pogue, Ann L. Marotta, Michael J. Hoffmann, Steven A. Minter Goodrich Gannett Neighborhood Center • Land acquisition

$30,000 115,000

• Equipment and building repairs

$30,000 30,000

Lexington-Bell Center Total Goodrich Social Settlement Grants

$205,000

The Higley Fund Established in 1994 by Beverly and Albert M. Higley Jr. Trustees: Albert M . Higley Jr., Beverly G. Higley, James M . Delaney, Steven A. Minter, Molly Offutt (deceased April 1999) Adoption Network Cleveland

• Acquisition of information resources

$2,500

American Red Cross, Greater Cleveland Chapter

• Promise to Protect campaign

10,000

Julie Billiart School Case Western Reserve University Children’s Support Rights, Inc. CLEAN-LAND, O H IO

2,500 • Mildred S. Higley Scholarship Fund at Mandel School of Applied Social Sciences

5,000

• Operating support (over three years)

6,000 2,500

Cleveland Community-Building Initiative

15,000

• Village-based small grants program (over two years)

2,500

Cleveland Council on World Affairs Cleveland Housing Network, Inc.

• Housing services manager to coordinate services to prevent homelessness

5,000

Cleveland Initiative for Education

• Operating support (over two years)

5,000 2,500

The Cleveland Museum of Natural History

10,000

The Cleveland Music School Settlement Cleveland Public Radio W CPN 90.3FM

• Technology improvements

5,000

Cleveland Scholarship Programs, Inc.

• Scholarships for non-traditional students

3,000

Cleveland Senior Council dba Business Advisors of Cleveland

2,500

The Cleveland Society for the Blind

2,500

Cornucopia, Inc.

• Improvements at Nature’s Bin stores

Donors Forum of Ohio, Columbus, Ohio

• 1998 annual conference

East Side Interfaith Ministries

• Operating support

13,000 500 5,000

Educational Television Association of Metropolitan Cleveland, WVIZ-TV The Foundation Center, New York, New York

2,500 • Operating support for The Foundation Center - Cleveland office

500

The Free Medical Clinic of Greater Cleveland

5,000

Friends of Project LEARN Inc.

2,000

Friends of the Cleveland School of the Arts

• Technology for media center

5,000

Great Lakes Theater Festival

• 1998-99 School Residency Program

5,000 3,000

The Greater Cleveland Community Shares Hanna Perkins School

• Loan and scholarship program for child analytic trainees

The Holden Arboretum

5,000

2,500

Lyric Opera Cleveland

• Educational outreach programs

5,000

National Society to Prevent Blindness, Schaumburg, Illinois

• Workshop training for “Play It Safe With Your Eyes” preschool program for Prevent Blindness Ohio

5,500

New Life Community

2,500

Playhouse Square Foundation

2,500

Rainbow Babies & Childrens Hospital of University Hospitals

• Family Resource Center

10,000

The Benjamin Rose Institute

• Caregiver Options (COPE) program for caregivers of the frail aged

10,000

The Salvation Army of Greater Cleveland

10,000

Total Higley Fund Grants

$176,000

The M cDonald Fund 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 Esteem Inc.

• Youth Entrepreneurship Training Program

Vanguard Public Foundation, San Francisco, California

• Scholarship support for Greater Cleveland female minority youth at Camp Start-Up

Total McDonald Fund Grants

The M edical M utual of Ohio C haritable Foundation* Trustees: James M . Delaney, Robert N. Trombly, Thomas E. Wagner, Esq., Steven A. Minter, Charles A. Ratner No grants were made in 1998.

$7,500 3,898 $11,398

CONTINUED ORGANIZATIONS SUPPORTING

The S h erw ick Fund Affiliated in 1973 John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin, James E. Bennett, James M. Delaney (completes term June 1999), David G. Hill, Jacqueline F. Woods (effective July 1999) Access to the Arts

• Arts programming for seniors in retirement centers and nursing homes

Julie Billiart School John Carroll University

$5,000 1,000

• Campaign for the Sciences (over three years)

Cleveland Ballet dba Cleveland San Jose Ballet • Strategic plan Cleveland Botanical Garden • Capital improvements campaign (over three years)

300,000 3,000 2,700 300,000

Cleveland Community-Building Initiative

• Village-based small grants program (over two years)

25,000

Cleveland Council on World Affairs

• Campaign for the Council (over four years)

10,000

Cleveland Health Education Museum dba The Health Museum

2,700

The Cleveland Museum of Art

2,700

The Cleveland Museum of Natural History

2,700

The Cleveland Music School Settlement

• Renovation of The Settlement Music Shop area

10,850

Cleveland Opera

• Replacement of supertitle projection equipment

3,700

Cleveland Public Radio W CPN 90.3FM

• Long-range strategic plan

2,000

Cleveland Scholarship Programs, Inc. Cleveland Skilled Industries

2,700 • New sewing machines and material cutters

16,000

Cleveland Zoological Society

2,700

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

2,700

Fine Arts Association

2,700

The Foundation Center, New York, New York • Operating support of The Foundation Center - Cleveland office

2,700

The Free Medical Clinic of Greater Cleveland

2,700 1,000

• Health information network supplies Great Lakes Theater Festival

• Computer equipment

25,000

The Greater Cleveland Community Shares

3,000

Greater Cleveland Neighborhood Centers Association

2,700

Hanna Perkins School

• Emergency building repairs • Loan and scholarship program for child analytic trainees

2,000 5,000

Harbor Heritage Society

• Operating support

5,000

The Holden Arboretum

2,700

Kirtland Public Library

2,700

Lake County YM CA

2,700

Lutheran Metropolitan Ministry Association

• Services to Adult Care Homes program

The Musical Arts Association

12,000 2,700

National Society to Prevent Blindness, Schaumburg, Illinois

• Workshop training for “Play It Safe With Your Eyes” preschool program for Prevent Blindness, Ohio

5,400

The Old Stone Foundation

• Alternative education program for young parents

8,000

The Piney Woods Country Life School, Piney Woods, Missouri

2,500

Playhouse Square Foundation • Allen Theatre renovation

3,600 50,000

• Computer enhancement project

2,700 15,000

Preterm Cleveland, Inc.

Benjamin Rose Institute

• Caregiver options (cope) program for caregivers of the frail aged

10,000

Towards Employment, Inc.

2,700

United Black Fund of Greater Cleveland, Inc.

3,000

United Negro College Fund, Inc. of Cleveland

2,700 10,300

United Way of Lake County, Inc. United Way Services

25,000 2,700

The Western Reserve Historical Society Youth Opportunities Unlimited

10,000

• Training academy for at-risk youth

$923,650

Total Sherwick Fund Grants

The Billie How land S teffee Fam ily Fund* Established in 1998 by Billie Howland Steffee Trustees: Billie H. Steffee, Susan W. Cargile, Jon H. Outcalt, Sara K. Robechek, Steven A. Minter Cleveland Zoological Society

• Australian Adventure Koala Exhibit

Geauga Park District

• Westwoods Park addition (over four years)

Hattie Larlham Foundation

$100,000 100,000 50,000

Therapeutic Riding Center, Inc., Novelty, Ohio

750,000

Total Billie Howland Steffee Family Fund Grants

$1,000,000

The Treu-M art Fund Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland Trustees: Arthur W. Treuhaft, Mary Louise Hahn, Henry L. Zucker (deceased July 1998), Hanna H. Bartlett (effective April 1999), Rev. Elmo A. Bean, Henry J. Goodman, Jerry V. Jarrett (term completed March 1999), Albert B. Ratner, Adele Z. Silver (effective December 1998) Access to the Arts

• Arts programming for seniors in retirement centers and nursing homes

Bellefaire Jewish Children’s Bureau

• Cooperative counseling services (over three years)

Cleveland Community-Building Initiative

• Village-based small grants program (over two years)

Cleveland Council on World Affairs

• Establishment of educational resource center

Cleveland Initiative for Education

• Operating support (over two years)

Cleveland International Film Festival, Inc.

• Student Film Festival

Community Re-Entry, Inc.

• The Women’s Re-Entry Resource Network

10,000

Council Gardens

• The Life Enrichment Supportive Services Program (over two years)

20,000

Cuyahoga Valley Scenic Railroad, Peninsula, Ohio

• School field trip program

10,000

Facing History and Ourselves, Brookline, Massachusetts

• Program expansion in Cleveland area schools

25,000

Federation for Community Planning

• Cleveland’s Promise: A Program to Expand Resources for Our Children

10,000

Friends of the Cleveland School of the Arts

• An Urban Nutcracker

Goodrich Gannett Neighborhood Center

• Expansion of after-school program

14,000

Great Lakes Theater Festival

• Transitional support for development office

20,000

Jewish Community Center of Cleveland

• Construction of two cabins at Camp Wise

53,600

Starting Point

• Operating support

15,000

Total Treu-Mart Fund Grants

* These funds were being classified as supporting organizations at year-end 1998.

$5,000 160,000 25,000 5,000 25,000 5,000

9,500

$412,100

Total 1998 Grants, Program-Related Investments and A d m i n i s t r a t i v e Budget Authorized

A u t h O t lZ S it lO n S

Percentage of Total Grants, Program-Related Investments and Administrative Budget Authorized

A rts and C ulture

10%

C o m m u n ity D evelopm ent

9,946,803

1,348,285

Education

5,464,292

Health

7,446,558

S ocial S ervices

5,933,625

G eographic Funds

1,124,293

P hilanthropic S ector

648,549

O th e r D isbursem ents

6 ,357,642

S upporting O rganizations

4,501,938

E conom ic D evelopm ent

Total

100%

$4,579,649

$47,351,634

Grants listed in this report represent the total authorizations made in 1998. Within these authorizations, in certain instances, the grant is contingent upon action by the grantee and thus is not recognized in the financial statements until the condition is met.

*This amount includes $412,100 of grant authorizations for the Treu-Mart Fund which is not included in the Financial Statements of The Cleveland Foundation. Thus this amount is not reflected in the total authorizations of $46,939,534 appearing in Note G of the Financial Statements.

Arts

and

Culture

Grants

Board D esignated Grants GRANTS

USE OF INCOME

AMOUNT

Access to the Arts

• Arts dialogue series for radio

$20,000

American Indian Festival Inc.

• Native American performance artists for 1998-99 Festival

Apollo’s Fire: The Cleveland Baroque Orchestra • Staff support (over two years)

5,000 50,000 2.500 7.500

Arts Midwest, Minneapolis, Minnesota

• 1998 Midwest Arts Conference in Cleveland • “Bridges to the Future” video project

The Beck Center for the Cultural Arts

• Implementation of strategic plan (over two years)

97,000

Broadway School of Music & the Arts

• Strategic plan

13,000

Cleveland Artists Foundation

• Computer-supported strategic planning meeting • Relocation of office, storage and exhibitions to Beck Center for the Arts

1,750 6,230

Cleveland Ballet dba Cleveland San Jose Ballet • Dancer contracts in 1998-99 • Strategic plan

150,000 7,000

The Cleveland Cultural Coalition

• Cultural arts ticket booth • ICARE support for 1999-2000 (over two years) • Operating support (over two years)

10,000 200,000 100,000

The Cleveland Foundation (Inc.)

• Operating and research costs for Community Partnership for Arts and Culture and concluding support for Art to the People project • Internet publication of the Civic Study Commission on the Performing Arts report

350,000 7,142

The Cleveland Institute of Art

• Expansion of Seven Directions diversity training and curriculum revision

20,000

The Cleveland Museum of Natural History

• Community perception assessment

75,000

The Cleveland Music School Settlement

• Salary equity program for key staff (over three years)

200,000

Cleveland Opera

• Restaging of Bizet’s Carmen in the 1998-99 season

150,000

The Cleveland Play House

• Second-year strategic plan implementation (second year)

225,000

Cleveland Police Historical Society Inc.

• Collections Project Coordinator position

Cleveland Public Theatre, Inc.

• Evaluation of the 1997-98 season of presented artists and performers • New position of producing director, and marketing activities

3,075 45,000

Cleveland Signstage Theatre, Inc.

• New production with the Contemporary American Theater Company of Columbus, Ohio

22,000

Cleveland State University Foundation, Inc.

• Performance and outreach for Cleveland Chamber Symphony presentation of compositions by African-Americans • The College of Education Dance Program’s 1999 community outreach program On Common Ground

Convention and Visitors Bureau of Greater Cleveland

• Marketing of Cleveland arts in new regional campaign

Cultural and Educational Institute for Boricua Advancement

• Program coordinator and administrative assistant for Julia de Burgos Center

Cuyahoga Community College Foundation

• Artistic costs of presenting the National Song and Dance Company of Mozambique, and part-time group sales marketing position • Community outreach and education programs of the 1999 Tri-C JazzFest • Planning for programming alliance between Cuyahoga Community College and Karamu House

7,500

24,850 16,423 100,000 14,000 16,000 55.000 45.000

CONTINUED GRANTS

Duffy Liturgical Dance Ensemble

• Challenge campaign

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

• Start-up production of weekly arts and culture magazine program (over two years)

ART S

AND

CULTURE

D ANCECleveland

• Food for Thought project • Marketing and audience development

Diocese of Cleveland

• Fine arts education for urban and inner-city Catholic school students (over three years)

2,500 31,000 208,434 12,000 175,000 5,000

Grantmakers in the Arts, Seattle, Washington • Operating support Great Lakes Theater Festival

• Production of Shakespeare’s Richard III in 1998-99 season

Groundworks Dancetheater

• Start-up support and organizational development

Metropolitan Opera National Council Auditions

• District auditions for 1998

The Murtis H. Taylor Multi-Service Center

Northeast Ohio Jazz Society

200,000 12,500 5,700 15,000

• “Porches,” an oral history project • “An Evening with Marjorie Witt-Johnson: Making History...Dance!” program

1,500

• Jazz on Wheels outreach and Jazz on the Circle concert series (fourth year)

21,125

Ohio Chamber Ballet dba Ohio Ballet, Akron, Ohio

• New work by choreographer Donald Byrd and free summer neighborhood performances in Northeast Ohio

75,500

Ohio Chamber Orchestra Society

• Artistic support for 1998-99 season

30,000

Opera Circle, Inc., Kent, Ohio

• Two opera premieres in 1998-99 season

6,000

Playhouse Square Foundation

• Maddly Bamy’s participation in 25th anniversary celebration of Jacques Brel is Alive and Well and Living in Paris

4,926

Rainbow Children’s Museum/TRW Early Learning Center

• Strategic plan

30,000

The Repertory Project

• Professional and administrative capacity building (over two years)

60,000

The Sculpture Center

• Conservation and education project for three downtown public sculptures

20,000

SPACES

• 20th anniversary season activities

55,000

Young Audiences of Greater Cleveland, Inc.

• 1998 Arts-in-Education Summer Institute

5,655 $3,022,810

Total Board Designated Grants

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

USE OF INCOME

AMOUNT

$7,572

The Beck Center for the Cultural Arts

117

Cleveland Ballet dba Cleveland San Jose Ballet The Cleveland Health Education Museum dba The Health Museum

48,942

The Cleveland Institute of Art

45,000 6,057

The Cleveland Institute of Music

122,552

The Cleveland Museum of Art • Purchase of objects of art exhibited at its annual show in memory of Oscar Michael, Jr.

274,938

The Cleveland Museum of Natural History

118

Cleveland Opera • Experimental dramatic work or scholarship

9,724 1,741

• Poetry Center

1,850

The Cleveland Play House Cleveland State University Foundation, Inc. Educational Television Association of Metropolitan Cleveland, WVIZ-TV

500

117

The Intermuseum Conservation Association, Oberlin, Ohio

15,577 111,777

Karamu House La Mesa Espanola

• Jessie C. Tucker Memorial Program

The Musical Arts Association

• The Cleveland Orchestra

Oglebay Institute, Wheeling, West Virginia

• Cultural and educational activities for Oglebay Park

1,600 87,865 127,675 1,850

Poets’ League of Greater Cleveland, Inc.

6,175 4,965

The Western Reserve Historical Society • Care of memorabilia of the First Cleveland Cavalry Association

$876,712

Total Donor Designated Grants

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

AMOUNT

USE OF INCOME

$1,000 2,500

Access to the Arts • Arts programming for the disadvantaged elderly

250

Apollo’s Fire: The Cleveland Baroque Orchestra

4,000

The Beck Center for the Cultural Arts Case Western Reserve University Central Virginia Educational Telecommunications Corporation, WCVE-FM, Richmond, Virginia Chautauqua Foundation, Chautauqua, New York

500

• Friends of Eldred Theatre 1,000 • Scholarships and renovation of Normal Hall • Renovation of Normal Hall

Cleveland Ballet dba Cleveland San Jose Ballet

4.000 1.000 2,000

Cleveland Botanical Garden • Capital improvements campaign • Development of glass house biomes in honor of Mrs. John F. (Frances) Werder The Cleveland Health Education Museum dba The Health Museum

2,250 81,000 10,000 500

The Cleveland Institute of Art

6,500

The Cleveland Institute of Music

8,000

The Cleveland Museum of Art • Christmas Concert • Organ console project The Cleveland Museum of Natural History

23,000

The Cleveland Music School Settlement • The Early Childhood Library Cleveland Opera • Photo scanning for Opera America’s sets and costumes database The Cleveland Play House

9,781 10,000 2.500 2.500 11,500

Cleveland Public Radio, W CPN 90.3FM

1,000

Cleveland Restoration Society Cleveland Women’s City Club Foundation

24,010 2,000 2,000

500 • Cleveland Arts Prize

500

Commonwealth Players, Inc. dba Theatre Virginia, Richmond, Virginia

500

Community Television of Southern California, Los Angeles, California

250

Dunham Tavern Museum Society of Collectors, Inc.

500

CONTINUED GRANTS CULTURE AND ART S

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

23,300

Fine Arts Association

2,500

Friends of the Cleveland School of the Arts

5,000 10,179

Great Lakes Theater Festival Harbor Heritage Society

250

Kirtland Public Library

500 1,000

Lake County Historical Society Lake Metroparks

• Lake Farmpark

1,000

• Renovation of Chisholm Mausoleum

500 1,000

The Lake View Cemetery Foundation La Quinta Arts Foundation, La Quinta, California

250 • Educational program

500 2,500

• National Council • Patron Program

1,000 3,000

Lyric Opera Cleveland Metropolitan Opera Association, Inc., New York, New York

1,000

Music & Performing Arts at Trinity Cathedral, Inc. The Musical Arts Association

27.000 11,190 10.000

• Cleveland Orchestra • The Cleveland Orchestra Educational Outreach Fund • Capital campaign, special recognition of Nikolai Sokoloff

1,000

Ohio Boychoir, Inc. Ohio Chamber Ballet dba Ohio Ballet, Akron, Ohio

17,267

Palm Springs Desert Museum, Inc., Palm Springs, California

500 18,000 7.000 50,000 1.000

Playhouse Square Foundation • Allen Theatre renovation • Capital campaign • State Theatre Partners Promenade Rainbow Children’s Museum/TRW Early Learning Center

7,000

The Repertory Project

500

Science Museum of Virginia Foundation, Inc., Richmond, Virginia Theatre IV, Richmond, Virginia

1,000 • In-school programming

500

Western Reserve Fine Arts Association

250

The Western Reserve Historical Society • Plan for proposed waterfront Crawford Museum of Transportation • Costume exhibit The Woodlands Center for the Performing Arts dba Cynthia Woods Mitchell Pavilion, The Woodlands, Texas Young Audiences of Greater Cleveland, Inc. Total Donor Advised Grants

TOTAL ARTS A N D CULTURE GRANTS Board Designated, Donor Designated and Donor Advised

3,000 250,000 150

750 5,500 $680,127

$ 4 ,579,649

Community

Development

Grants

Board Designated Grants GRANTS

USE OF INCOME

AMOUNT

1999 AAU Junior Olympics Cleveland Committee Inc.

• Project operations

$25,000

Animal Protective League

• Humane Education Program

30,000

Chagrin River Land Conservancy

• Land Protection Fund

50,000

Citizens League Research Institute

• Leadership transition activities

5,500

The City Club Forum Foundation, Inc.

• Strategic planning activities

7,500

City Year Inc., Boston, Massachusetts

• C Y ZY G Y - City Year’s annual convention

5,000

The Clean Air Conservancy

• Review of air pollution permitting in Cleveland

City of Cleveland

• Continuation of Civic Vision 2000 and Beyond plan • Retreat for the Mayor’s executive staff and cabinet members

Cleveland Advanced Manufacturing Program • Renovation of Work Wear Company building

30,000 100,000 5,000 300,000 20,000 25,000

The Cleveland Foundation (Inc.)

• Development of regional approaches among northeast Ohio park districts • Restructure financing of Lexington Village development

Cleveland Housing Network, Inc.

• Homeward Program

100,000

Cleveland Metroparks System

• Public education on park and recreation funding needs • Ohio and Erie Canal Reservation (over two years)

1,000 375,000

Cleveland Public Radio W CPN 90.3FM

• Attitudinal research survey • Strategic plan (over two years)

40,000 242,200

Cleveland Restoration Society, Inc.

• Neighborhood Historic Preservation Program

Cleveland State University Foundation, Inc.

• Center for Environmental Science, Technology and Policy (over two years) • Housing Policy Research Program (over two years) • Leadership development and training program for Cleveland City Council members

38,000 87,500 90,000 7,500

The Cleveland Tomorrow Project, Inc. dba Cleveland Tomorrow

• National media relations and research project

50,000

Cleveland Zoological Society

• Educational outreach program for young children

84,259

Cuyahoga County Planning Commission

• Geographic Information System Completion project

47,000

The Cuyahoga Plan of Ohio, Inc.

• Open Housing Information Project (over two years)

100,000

Cuyahoga River Community Planning Organization

• Cuyahoga River restoration activities

47,038

Cuyahoga Valley Scenic Railroad

• School Field Trip Program

39,000

Downtown Development Coordinators

• Conference series planned as part of Cleveland’s millennium celebration • Greater Cleveland Media Development Corporation to support the development of its overall program and plan to increase media production in the region • Holiday Lighting Program • Program activities for the revitalization of Euclid Avenue (over two years)

60,000

East Cleveland Park Commission

• Organizational planning

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

• Video transfer of the documentary Shaker Heights -

The Struggle for Integration El Barrio Incorporated

• Expansion of job placement program

50,000 5,000 120,000 10,000

6,985 32,108

CONTINUED GRANTS

1D E V E L O P M E N T COMMUNITY

Environmental Health Watch, Inc.

• Workshop on inner-city causes of asthma

Flats Oxbow Association, Inc.

• Flats development activities

23,500

The Greater Cleveland Roundtable

• Iritercultural Community Council

25,000

Hard Hatted Women

• Outreach and public education activities

15,000

Heights Community Congress

• Fair Housing and Diversity Training Programs (over two years)

34,000

The Historic Gateway Neighborhood Corporation

• Pre-development analysis of select properties in Gateway neighborhood (over two years)

50,000

Cleveland Historic Warehouse District Development Corporation

• Neighborhood Services Plan

39,250

The Holden Arboretum

• Transitional support for the Landscape Consulting Program

25,000

Interfaith Suburban Action Coalition

• “Crossroads for Euclid” program

10,000

Kent State University Foundation, Inc., Kent, Ohio

•, Cleveland Urban Design Collaborative

340,000

Lake Erie Nature and Science Center

• Design and fabrication of new exhibits

25,000

Law Enforcement Foundation, Inc., Dublin, Ohio

• Institutional change workshops (second year)

14,000

League of Women Voters of Cleveland Educational Fund, Inc.

• Voter Information Center

7,500

League of Women Voters of Ohio, Columbus, Ohio

• League of Women Voters of Cuyahoga County’s 1998 Voters Guide

7,500

Local Initiatives Support Corporation

• CEOs for Cities program

Lutheran Housing Corporation

• East Cleveland Housing Program (over two years)

National Forum for Black Public Administrators, Washington, D.C.

• Public policy conference for Cleveland Metro Chapter

20,000

National Urban Fellows, Inc., New York, New York

• Fellow for City of Cleveland agency (over two years)

30,000

Neighborhood Funders Group, Inc., McLean, Virginia

• Core operations and Foundation membership dues (over two years)

Neighborhood Progress, Inc.

• Neighborhood Partnership Program, Village Capital Corporation, New Village Corporation and related activities

4,000

50,000 120,000

6,000 3,000,000

The North Cuyahoga Valley Corridor, Inc.

• Development of the Ohio and Erie Canal National Heritage Corridor

50,000

The Old Stone Foundation

• School-to-Work Transitional Program

10,000

Old Stone Historical Preservation Society, Inc.

• Church Restoration Project - Phase II

10,000

Olivet Institutional Baptist Church

• A Celebration of Rabbi Abraham Joshua Heschel and the

Reverend Martin Luther King Jr. Saint Vincent Quadrangle, Incorporated

• Operation of a farmers market in the Central neighborhood (over three years)

The City of Shaker Heights

• Community Vision project

Substance Abuse Initiative of Greater Cleveland • Neighborhood Safe Zone project Urban League of Cleveland Vocational Guidance Services

• Attendance of low-income individuals at the National Economic Development Summit • Improving competitiveness of its production programs, upgrading management and financial systems and planning

Westside/Eastside Congregations Acting Now Incorporated dba United WE-CAN!

• Transportation center for welfare-to-work participants

Westside Industrial Retention and Expansion Network

• Machine Trades Sectoral Initiative (over three years)

Work in Northeast Ohio Council

• Workforce development

Youth Opportunities Unlimited

• Core operations

Total Board Designated Grants

7,500 23,400 5,000 60,000 5,000 128,000 35,000 171,112 75,000 115,000 $6,776,352

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

USE OF INCOME

AMOUNT

Anti-Defamation League of B’nai B’rith, New York, New York

• Northern Ohio Regional Office’s efforts to dispel antisemitism

$22,000

CLEAN-LAND, O H IO

900

Cleveland Zoological Society

138

Geauga Park District

804 19,199

The Holden Arboretum The Women’s City Club of Cleveland

642

• Educational lectures

$43,683

Total Donor Designated Grants

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

AMOUNT

USE OF INCOME

Amber Lake Wildlife & Rehabilitation Center, Englewood, Florida Case Western Reserve University Chagrin River Land Conservancy

$250 • Stipends for Franklin Thomas Backus School of Law students providing legal services to the indigent

5,000 5000

• Toward challenge grant

2,000

The City Club of Cleveland The City Club Forum Foundation, Inc.

250

CLEAN-LAND, O H IO

500 • Design, installation and maintenance of five landscaped gardens located along the Shoreway • Tree Commission’s 1998 Spring Planting program • Tree Commission’s 1998 Fall Plan

80,000 90,000 52,500

Cleveland Council on World Affairs

• Campaign for the Council • Educational Resource Center

12,600 500

Cleveland Development Foundation

• Greater Cleveland Growth Association

The Cleveland Foundation (Inc.)

• Development of regional approaches among northeast Ohio park districts

10,000

• Short-term rental assistance program

10,000

Cleveland Housing Network, Inc.

2,000

Cleveland Metroparks System

5,000

Cleveland Metroparks Zoo

5,000

Cleveland Restoration Society Cleveland State University Foundation, Inc. The Cleveland Tomorrow Project, Inc. dba Cleveland Tomorrow

500 • Stipends for Cleveland-Marshall College of Law students providing legal services to the indigent • Euclid Beach Carousel project at North Coast Harbor

5,000 11,868

Cleveland Works, Inc.

1,050

Cleveland Zoological Society

1,000

Donors Forum of Ohio, Columbus, Ohio

• 1998 annual conference

English-Speaking Union of the United States, New York, New York

• Patron Fund

The First Church of Christ Scientist, Boston, Massachusetts The Great Lakes Museum of Science, Environment & Technology Greater Cleveland Habitat for Humanity, Inc.

• Church Building Restoration Fund

500 1,000 900

10,250 1,600

Habitat for Humanity

15,000

• New home construction

The Holden Arboretum The Junior League of Cleveland, Inc.

3,500 26,000

• League House

Living Desert Reserve dba The Living Desert, Palm Desert, California Lutheran Metropolitan Ministry Association City of Mentor

500 • Stipends for law students providing legal services to the indigent through Christian Legal Services of Cleveland, Inc.

6,000

• Assessment and recommendations for public use of the Mentor Lagoons property

3,000

The Nature Conservancy, Inc., Charlottesville, Virginia

1,500

The Nature Conservancy - Ohio Chapter, Dublin, Ohio

1,000

Painesville City Firemen’s Fund, Painesville, Ohio City of Parma Police Department

500 5,000

• In-car camera/video system

Rails to Trails Conservancy, Washington, D.C.

500

Rebuild Dubrovnik Fund, Washington, D.C.

500

Richmond Metropolitan Habitat for Humanity, Richmond, Virginia Russell Township, Novelty, Ohio

1,000 3.000

• Animal Protective League • New equipment for the Russell Township Fire Department in memory of Betsy D. Myerholtz

1.000

Shaker Square Area Development Corporation

1,000

Tall Timbers Research, Inc., Tallahassee, Florida

5,000

Towards Employment, Inc. Trust for Public Land - Midwest Field Office, Minneapolis, Minnesota

2,500 • Ohio Field Office

University Circle Incorporated

1,000 7,000

Urban Land Foundation, Washington, D.C.

10,000

World Foundation for Environment and Development Incorporated, Washington, D.C.

• Film for Yellowstone National Park about biodiversity

10,000

Yellowstone Foundation, Inc., Bozeman, Montana

• 125th anniversary film for Yellowstone National Park • Development and placement of interpretive exhibits

15,000 5,000

Total Donor Advised Grants

$438,768

Program -R elated Investm ents PROGRAM-RELATED INVESTMENTS

USE OF INCOME

Civic Foundation

• Stabilization for Civic Theater

Neighborhood Progress, Inc.

• Capitalizing Village Capital Corporation for community development • Cleveland Housing Network, Inc.’s Homeward Program

Total Program-Related Investments

TOTAL C O M M U N IT Y DEVELOPMENT GRANTS A N D PROGRAM-RELATED INVESTMENTS Board Designated, Donor Designated and Donor Advised

AMOUNT

$188,000 2,000,000 500,000 $2,688,000

$9,946,803

Economic

Development

Grants

Board D esignated Grants GRANTS

USE OF INCOME

AMOUNT

Case Western Reserve University

• Center for Regional Economic Issues

Cleveland Enterprise Group

• Community-based programs and Enterprise Finance Fund

Cleveland Neighborhood Development Corporation

• Cleveland Industrial Retention Initiative

Cleveland State University Foundation, Inc.

• Review of regional economic development initiatives

Enterprise Development, Incorporated

• Minority Assistance Program (over two years)

Glenville Development Corporation

• Microenterprise Assistance Program

Hispanic Business &c Community Development Corporation

• Strategic planning consultant

Society of St. Vincent de Paul

• Recycling for Reuse Project

The Urban League of Greater Cleveland

• Financial education initiative (over 18 months)

University Circle Incorporated

• Roadway feasibility study

Working for Empowerment Through Community Organizing

• Microenterprise Program (third year) • Cleveland Individual Development Account Program (over two years)

$100,000 550,000 69,870 7,500 138,000 50,000 5,000 175,000 79,915 3,000

Total Board Designated Grants

45,000 120,000

$1,343,285

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

USE OF INCOME

AMOUNT

AWS Foundation, Miami, Florida

$5,000

Total Donor Advised Grants

$5,000

TOTAL E C O N O M IC DEVELOPMENT GRANTS Board Designated and Donor Advised

$1,348,285

Education

Grants

Board Designated Grants GRANTS

USE OF INCOME

AMOUNT

Case Western Reserve University

• Senior Visiting Scholar in the Practice of Social Policy and Community Revitalization • Reprinting and reissue of history department’s history

$90,000 1,200 10,000

Cleveland Botanical Garden

• Urban Horticulture Program (over five years)

Cleveland Council on World Affairs

• Enhanced professional development programs for teachers in the Cleveland Municipal School District (over two years)

150,000

• Design and implementation of Project Achieve grants for Cleveland Municipal Schools

233,090

The Cleveland Education Fund The Cleveland Foundation (Inc.)

• Special short-term initiatives in Cleveland Municipal School District to improve governance and management • Development of ongoing, systematic research and evaluation of structures and processes in the Cleveland Municipal School District • Gifted and talented education at Woodland Hills elementary school

30.000 1,459

• Collinwood Area Schools’ Institute for Achievement and Personal Development • Review of special education programs in Cleveland Municipal Schools • Superintendent’s Discretionary Fund

39,960 93,875 7,500

Community Re-Entry, Inc.

• Educational Advocate Project at East Technical High School (second year)

73,146

Community Renewal Society, Chicago, Illinois

• Cleveland version of the publication Catalyst: Voices of Chicago School Reform

52,500

Cuyahoga Community College Foundation

• Phase one of Research and Development Think Tank (over 18 months)

East Cleveland City Schools

• Support of partnership between Kirk Middle School and the Case Western Reserve University Center for Innovation in Teaching and Education (second year)

11,800

East Side Interfaith Ministries

• North Coast Computer Recycling Center

25,000

Esperanza, Inc.

• IMPACT program and strategic planning assistance

44,500

Facing History and Ourselves, Boston, Massachusetts

• Expansion of professional development programs in Cleveland area schools

40,000

Cleveland Municipal School District

Federation for Community Planning Foundation for the National Archives, Washington, D.C. Greater Cleveland Roundtable

Initiatives in Urban Education Foundation

• Meeting the Health and Human Services Needs of Students in the Cleveland Municipal School District initiative • Distribution of the educational packet for ‘Our Mothers Before Us’ • Cleveland Summit on Education’s operations and Safe, Secure and Orderly Schools Initiative • Cleveland Summit on Education’s strategic communications plan and school board development • Cleveland Summit on Education to support the search for a Chief Executive Officer • Start-up support for Citizens’ Academy Community Public School

Lorain County Community College Foundation • Co-opportunities: Widening the Corridor project (over 16 months)

30.000

150,000

210,270 2,678 240,470 81,585 32,500 75,000 75,000

The Mohican Institute

• Superintendent development in Greater Cleveland

20,000

New Ohio Institute

• Development of Smart Schools study

50,000

Ohio Education Improvement Consortium, Inc.

• Ohio’s Best: Building Excellent Schools for Today and the 21st Century

50,000

The Ohio State University Foundation, W OSU Stations

• League of Women Voters of Ohio Education Foundation’s “Funding O hio’s Future” program

5,000

P.M. Foundation, Inc.

• Urban Community School to establish the Instructional Aides Program

75,000

Shaker Heights Public Library

• Local History Project (over three years)

60,000

South Euclid-Lyndhurst Board of Education

• Educational Computer Consortium of Ohio final expenses

7,500

The Tides Center, San Francisco, California

• Operating support for Grantmakers in Education

3,000

United Way Services

• Expansion of Literacy HOTLINE operated by Cleveland Reads

66,000

The Urban League of Greater Cleveland

• Career Beginnings program

70,000

Westside/Eastside Congregations Acting Now Incorporated dba United WE-CAN!

• Community forum for Greater Cleveland to explore opportunities presented by community schools

Total Board Designated Grants

7,500

$2,215,533

Donor D esignated Grants The following recipients and programs were ,designated by donors. Grants are for general support unless otherwise noted. GRANTS

AMOUNT

USE OF INCOME

Ashland Library Association, Ashland, Ohio

$2,985

Ashland University, Ashland, Ohio

5,969

Aurora City School District, Aurora, Ohio

• Maintaining the Moore property

Aurora One Fund, Aurora, Ohio

• Educational programming that benefits Aurora children

Baldwin-Wallace College

4,045 15,000

38,983

University of California, Berkeley, California

185

John Carroll University

138

Case Western Reserve University • • • • • • • The Cleveland Foundation (Inc.)

Adelbert College Franklin Thomas Backus School of Law Biological field station at Squire Valeevue Farm Case Institute of Technology Graduate School Reference books for the Library of Western Reserve College Social research at Mandel School of Applied Social Sciences

• Gifted and talented education at Oliver Hazard Perry elementary school • Rhoda A. Affelder Fund for educational purposes

Cleveland Lutheran High School Association Cleveland Public Library

73,316 6,336 5,484 25,538 4,015 187,818 180 1,498 1,459 804 2,160

• Service to shut-ins program • Purchase books for library’s Department of Science and Technology

99,926 388

Cleveland State University Foundation, Inc.

138

Connecticut College, New London, Connecticut

185

Cuyahoga County Public Library

578

Fenn Educational Fund

231

Hawken School

852

The Hill School, Pottstown, Pennsylvania

117

Hillsdale College

17,699

Kenyon College, Gambier, Ohio

11,341

Lake Erie College Daniel E. Morgan School

149,391 • Book awards to children

253

Ohio Wesleyan University, Delaware, Ohio

2,019

The Piney Woods Country Life School, Piney Woods, Mississippi

7,535

Princeton Alumni Association of Northern Ohio

• Stipends for Princeton undergraduates to obtain summer employment, and operations of Urban Studies Fellowship program

1,650

CONTINUED GRANTS EDUCATION

Princeton University, Princeton, New Jersey

118

Saint Mary Seminary, Wickliffe, Ohio Shaker Schools Foundation

1,708 803

• Ruth S. Affelder Reading Fund

Smith College, Northhampton, Massachusetts

113,753

United Negro College Fund, Fairfax, Virginia

7,535

University of the Pacific, Stockton, California

185

University School

118

Total Donor Designated Grants

$792,436

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

AMOUNT

USE OF INCOME

500

Beaumont School for Girls Brooks School, North Andover, Massachusetts

1,000

John Carroll University Case Western Reserve University

1,100 • • • • •

27,339 1,000 100,000 1,100 500

Allen C. Holmes Chair Arts and Sciences Building Campus Greens Project Franklin Thomas Backus School of Law Weatherhead School of Management

Choate Rosemary Hall Foundation, Wallingford, Connecticut

• Class of 1951 Gift

1,000

The Cleveland Education Fund

• Small Grants program

1,000

Cleveland State University Foundation, Inc.

500

Cornell University, Ithaca, New York

• Deanship at Johnson Graduate School of Management

Cranbrook Educational Community, Bloomfield Hills, Michigan

• Cranbrook Schools

Cuyahoga Valley Scenic Railroad

• School Field Trip Program

1,000

Dartmouth College, Hanover, New Hampshire

• Class of 1955 Gift

1,000

EconomicsAmerica, Cleveland Center Grant Middle School, Denver, Colorado

250

2,750 • Resurfacing of tennis courts

Alan Guttmacher Institute, New York, New York Harvard University Business School, Alumni Center, Soldiers Field, Cambridge, Massachusetts • Class of 1953 Gift Harvard University, Cambridge, Massachusetts • Laboratory of Fakri A. Bazzaz • In memory of Ellery Sedgwick and the Class of 1932 Hathaway Brown School • Class of 1955 Gift • Class of 1977 Gift Hawken School The Hill School, Pottstown, Pennsylvania

38,000

20,000 500 250 5,000 30,000 5,000 5,169 350 5,000 56,650

• Campaign for The Hill

Hiram College, Hiram, Ohio

15,000 10,000

Lake Educational Assistance Foundation

500

Lake Erie College, Painesville, Ohio

4,000

The Lakeland Foundation

• Capital campaign

1,000

Lakewood Public Schools Foundation, dba LPS Alumni Foundation

• Restoration of Civic Auditorium

5,000

• Class of 1950 gift

1,000 2,000

Laurel School Learning About Business

1,000

250

Marotta Montessori Schools of Cleveland Massachusetts Institute of Technology, Cambridge, Massachusetts

• Professor Sallie W. Chisholm Laboratory in Department of Civil and Environmental Engineering

36,000 1,000

The Masters School, Dobbs Ferry, New York Methodist Theological School in Ohio, Delaware, Ohio

• Thomas H. Taylor Chair

The University of Michigan, Ann Arbor, Michigan

• School of Business

Ohio State University Foundation, Columbus, Ohio

• Max M. Fisher College of Business

1,000

The Old Stone Foundation

• Alternative School for education of high school dropouts

2,000

66,700 350

• Urban Community School

500 500

Painesville City Local School District

• Hobart Middle School Playground

500

Pomona College, Claremont, California

• Campaign for Pomona College

P.M. Foundation, Inc.

10,000 5,000

Princeton University, Princeton, New Jersey

500

Regina High School University of Rhode Island Foundation, Kingston, Rhode Island

50,000

• TRW Center for International Engineering

St. Dominic School

500

Saint Ignatius High School

500 500 300

Smith College • Class of 1954 Gift

10,000

Thomas College, Thomasville, Georgia

4,750

United Negro College Fund, Inc. of Cleveland United Way Services

• Urban Community School

1,000

• In memory of Peter H. Wellman • REACH program

8,869 250 1,000

University School

Ursuline College

3,750

Vassar College, Poughkeepsie, New York Western Reserve Academy, Hudson, Ohio

8,000 • In memory of Betsy D. Myerholtz

500

Yale University, New Haven, Connecticut

250

Young Life Memorial/Spring Branch, Houston, Texas

2,000

Total Donor Advised Grants

$561,927

TOTAL EDUCATION GRANTS Board Designated, Donor Designated and Donor Advised

$3,569,896

Board D esignated Scholarship Grants GRANTS

USE OF INCOME

AMOUNT

Baldwin-Wallace College

• Scholarship support

$47,000

Berea Area Montessori Association

• Scholarship support

2,000

John Carroll University

• Scholarship support

27,000

Case Western Reserve University

• Scholarship support

24,500

CONTINUED GRANTS EDUCATION

2,000

Cleveland Montessori Association

• Scholarship assistance for Ruffing Montessori School (West)

Cleveland State University Foundation, Inc.

• Scholarship support

46,000

Harry Coulby Memorial Scholarships

• For David N. Myers College students and Cleveland Scholarship Programs

40,000

Fairmount Montessori Association

• Scholarship support for Ruffing Montessori School (Ingalls Campus)

2,000

Hudson Montessori Association, Hudson, Ohio

• Scholarship support

2,000

David N . Myers College

• Scholarship support

13,000

The Ohio Foundation of Independent Colleges, Inc., Columbus, Ohio

• Jane D. White Fund Scholarship Program (over four years)

Westshore Montessori Association

• Scholarship support

250,000 2,000 $457,500

Total Board Designated Scholarship Grants

Donor D esignated Scholarship Grants The following recipients and programs were designated by donors. GRANTS

USE OF INCOME

Ashland University, Ashland, Ohio

• The Hazel Myers Spreng Scholarship

AMOUNT

4,776 5,000

Aurora Schools Foundation Avon Lake United Church of Christ, Avon Lake, Ohio

• Scholarships for Christian work

2,962

Baldwin-Wallace College

• The Hazel Myers Spreng Scholarship

4,776

The Lawrence A. and Helen R. Bretschneider Scholarship • For students graduating from Solon High School

8,256

Charles F. Brush High School

• Anna M. Roth scholarships

1,000

Capital University, Columbus, Ohio

• The Frederick R. and Bertha Specht Mautz Scholarship Fund

4,531

John Carroll University

• James J. Doyle scholarships

1,902

Case Western Reserve University

• • • • • • • •

Alton LaMaur Character Memorial Scholarship

• Collinwood High School

225

Inez and Harry Clement Award

• Cleveland Public Schools annual superintendent’s award

709

The Cleveland Institute of Art

• Caroline E. Coit Fund Scholarships • Isaac Goff Fund Scholarships

1,512 1,800

• Nellie E. Hinds Memorial Scholarships

815 4,000

Aloy Memorial Scholarship Fund for women Harriet Fairfield Coit and William Henry Coit Scholarships For a student of Flora Stone Mather College in foreign study William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships Oglebay Fellowship Program in the School of Medicine Scholarships in aerospace or computers Scholarships in Franklin Thomas Backus School of Law The Hazel Myers Spreng Scholarship

The Cleveland Music School Settlement

1,175 1,409 2,627 16,200 76,618 85 10,302 4,776

Cleveland State University Foundation, Inc.

• For needy and deserving students

Dartmouth College, Hanover, New Hampshire

• John Marshall Raible and David Gardner Raible Scholarship Fund

19,396

Alzada Singleton Davis Memorial Scholarship • For an African-American female at Cuyahoga Community College matriculating to a four-year institution

994

815

Vince Federico Memorial Scholarships

• For Wickliffe High School graduates

Hawken School

• The John Marshall Raible and David Gardner Raible Scholarship Fund

Hillsdale College, Hillsdale, Minnesota

• The John C. McLean Scholarships to deserving students

Hiram College, Hiram, Ohio

10,796

17,699

1,628

Judge Perry B. Jackson Fund Scholarship

• For an African American graduating senior from Zanesville High School

Virginia Jones Memorial Scholarship

• For graduating female seniors of Shaw High School

Lake Erie College, Painesville, Ohio

4,149

100 4,027

962

12,799

The Lakeland Foundation The Jon Lewis Memorial Award The Lutheran Deaconess Association, Inc., Valparaiso, Indiana

• For a Cleveland Heights-University Heights High School graduate to pursue further studies

4,063

• Tuition assistance to women in financial need being educated by the Lutheran Deaconess Association

400 2,962

MacMurray College, Jacksonville, Illinois North Central College, Naperville, Illinois

• The Hazel Myers Spreng Scholarship in Memory of Bishop Samuel P. Spreng

4,776

• For graduating children of police officers, firefighters and emergency services personnel in six west side suburbs

5,375

Ohio Wesleyan University, Delaware, Ohio

• The Hazel Myers Spreng Scholarship

4,776

LT (JG) Donald Richard Powers Memorial Scholarship

• For a graduate of Wynford High School, Bucyrus, Ohio

Northwest Emergency Team Fund Scholarships

400

Florence Mackey Pritchard and P.J. Pritchard • For Cleveland-area students attending Meridia Huron Road Memorial Scholarship Hospital School of Nursing

30,000

Purdue University, West Lafayette, Indiana

44,249

• The John C. McLean Scholarships in Engineering

Robin and Metalworks Employees’ Educational Resource Fund

52,000 11,000

The Miriam Kerruish Stage Scholarship

• For graduates of Shaker Heights High School

Ada Gates Stevens Scholarship

• For graduates of the public high school of Elyria, Ohio

915

University School

• The John Marshall Raible and David Gardner Raible Scholarship Fund

800

Ursuline College

• Lillian Herron Doyle scholarships

1,902 $392,439

Total Donor Designated Scholarship Grants

Donor Advised Scholarship Grants GRANTS

USE OF INCOME

AMOUNT

Case Western Reserve University

• Scholarship in humanities

The Cleveland Foundation (Inc.)

• Scholarship-in-Escrow program

145,000

• Roberts Scholarship Fund • Scholarship payouts to eligible students • Scholarship support for nontraditional students

12,750 6,253 650,000 2,000

$2,500

Cleveland Scholarship Programs, Inc.

Cleveland State University Foundation, Inc.

• Financial Aid Awards • Scholarship Awards

1.500 1.500

Friends of the Cleveland School of the Arts

• The Leigh Bennett Scholarship

1,500

Lake Educational Assistance Foundation, Mentor, Ohio

500

The Lakeland Foundation

• The Arthur S. Holden Scholarship

1,000

Princeton University, Princeton, New Jersey

• Benjamin A.G. Fuller Scholarship Fund

1,000

University of Hawaii, Honolulu, Hawaii

• The TRW Electrical and Mechanical Engineering Scholarships

Total Donor Advised Scholarship Grants

TOTAL SCHOLARSHIP GRANTS Board Designated, Donor Designated and Donor Advised

18,000 $843,503

$1,693,442

CONTINUED GRANTS EDUCATION

Special Purpose Fund The Cleveland Foundation administers a special purpose fund 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.

Fenn Educational Fund Grants GRANTS

USE OF INCOME

AMOUNT

Baldwin-Wallace College

• Enhancing a Strong Co-op Program: Adding Minority Opportunities project

$22,000

John Carroll University

• Staff support for cooperative education program

20,000

Case Western Reserve University

• Cooperative education program • R. Earl Burrows Memorial Scholarships

30,000 2,700

The Cleveland Foundation (Inc.)

• Operating support for the Fenn Educational Fund

21,500

The Cleveland Institute of Art

• Internship/Job Coordinator position

22,800

Cleveland State University Foundation, Inc.

• “Building on Strong Foundations for a New World” conferences • Henry Ford II Scholarship • PROJECT SPRINGBOARD pilot program to advance career goals of students with disabilities (second year) • Charles J. Stilwell Scholarships

43,220 6,500

• Enhancing Internship Education Through Information Technology and Career Services project

9,644

• Establishment of employment center in its cooperative education program

8,438

• Encouraging student participation in cooperative education and promoting career awareness

7,255

Lake Erie College David N. Myers College Notre Dame College of Ohio Total Fenn Educational Fund Grants

TOTAL EDUCATION, SCHOLARSHIP A N D SPECIAL PURPOSE FUND GRANTS

5,897 1,000

$200,954

Health

Grants

Board Designated Grants GRANTS

USE OF INCOME

$40,000

A. M. McGregor Home Alzheimer’s Disease & Related Disorders Association, Inc.

• Strategic plan

American Red Cross, Greater Cleveland Chapter • Nurse aide training and placement program • Enhanced volunteer recruitment and retention program (over two years) American Sickle Cell Anemia Association Arthritis Foundation Inc., Northeastern Ohio Chapter

56,051 200,000 38,281 25,000

• Professional education program for primary care physicians

54,100 40,000

• Development of approaches for improved job training and work satisfaction for nursing assistants in local nursing homes • Health programming for inner-city youth in neighborhoods formerly served by Forest City Hospital

Case Western Reserve University

• Forest City Hospital Community Nurse Scholars (over four years)

Central School of Practical Nursing, Inc.

• Improved learning laboratory

Cleveland Chinese Senior Citizens Association • Senior meal program relocation The Cleveland Foundation (Inc.)

28,800

• Sickle cell disease database improvements • Management information system upgrade

Benjamin Rose Institute

Boys and Girls Clubs of Greater Cleveland

AMOUNT

150,000 32,854 100,000 30,580 50,000

• Costs of an external site visit of the Alzheimer’s Disease & Related Disorders Association, Inc. • Grantmakers in Aging

5,000 20,000

The Cleveland Health Education Museum d.b.a. The Health Museum

• Health promotion and education campaign for C M H A estates

50,000

Cleveland Scholarship Programs, Inc.

• Forest City Hospital Foundation Scholarship Fund

32,854

The Cleveland Society for the Blind • Counseling program for elderly clients with vision loss

40,000 103,677

Cuyahoga County District Board of Health

• Community-wide immunization registry system throughout Cuyahoga County 101,125

Epilepsy Foundation of Northeast Ohio

• Informational program for child-care providers on serving children with epilepsy (over three years)

90,000

Fairhill Center for Aging

• Collaborative technology project for seniors with SeniorNet (over two years)

35,000

Fairview and Lutheran Foundation

• Continuation of parish nurse program by Fairview Health System (over two years)

138,750

• Start-up support for a weekly walk-in women’s clinic • Meeting of the Great Lakes Free Clinic Association in Cleveland

77,200 4,000

Harm Reduction Action Coalition, New York, New York

• Second National Harm Reduction Conference held in Cleveland

6,000

Heather Hill, Inc.

• Start-up support for a behavioral health unit

108,284

Hospice of the Western Reserve, Inc.

• Improved end-of-life care for cancer patients (over three years)

160,316

Kidney Foundation of Ohio, Inc.

• Transplant education program (over two years)

80,000

L.E.A.P. - Linking Employment, Abilities & Potential

• The Alternate Provider Program (over two years)

41,000

The Free Medical Clinic of Greater Cleveland

Menorah Park Center for the Aging

• Study of high-quality lower-cost nursing homes (over 18 months) • Start-up support for a homesharing program for the elderly (over two years)

105,000 54,356

CONTINUED GRANTS HEALTH

Mental Health Rehabilitation & Research Inc., dba Hill House

• Development and implementation of information technologies for a consortium of mental health agencies

The Merrick House

• Consumer input and education in Ohio’s Medicaid managed care program (second year)

369,681 39,000 . 50,000

The MetroHealth Foundation, Inc.

• Study of palliative health care needs in the Hispanic community

Northeast Ohio Neighborhood Health Services, Inc.

• Summer health education program

75,000

• Health programming with Cleveland Municipal Schools Health Career Centers

32,854

Preterm Cleveland, Inc.

• Education program

30,000

Project East Inc.

• Strategic plan

Recovery Resources aka Alcoholism Services of Cleveland, Inc.

• Programmatic space in new building

Southwest General Health Center

• Identification of at-risk elderly

The Tides Center, San Francisco, California

• Video teleconference on gender equity in Social Security and retirement

Personal Physician Care of Ohio, Inc.

4,500 80,000 101,028 7,500 9,408

United Cerebral Palsy of Greater Cleveland, Inc. • Planning for an assistive technology center United Way Services

• AIDS Funding Collaborative

University of Michigan Comprehensive Cancer Center, Ann Arbor, Michigan

• Tracy Starr Memorial Fund Award (over two years)

The Visiting Nurse Association of Cleveland

• Training for clinical staff on its new patient care system

106,300

Western Reserve Area Agency on Aging

• Education and counseling for Medicare managed care consumers

273,110

150,000 2,500

Total Board Designated Grants

$3,429,109

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

AMOUNT

USE OF INCOME

A. M . McGregor Home

$7,475

American Cancer Society, Cuyahoga County Unit American Heart Association, N.E. Ohio Affiliate, Inc.

• Research or any other purpose

175,264 15,396

• Research or any other purpose

204,729 15,396

American Lung Association of Northern Ohio

2,178

American Veterinary Medical Foundation, Schaumburg, Illinois

19,981

Arthritis Foundation, Northeastern Ohio Chapter

852

Bellevue Hospital, Bellevue, Ohio

4,611 16,279

Benjamin Rose Institute Eliza Bryant Center

20,046

Case Western Reserve University School of Medicine

• • • • • •

Cancer research Medical research Medical research and general support Outpatient clinic for dispensary Research in diseases of the eye Scholarships or research

Catholic Charities Corporation

• Benefit of aged persons

3,000 27,349

Central School of Practical Nursing, Inc. The Cleveland Clinic Foundation • Eye Center • Research in diseases of the eye Cleveland Hearing and Speech Center

17,513 73,415 45,912 56,036 32,400 6,048

22,820 1,628 16,200 54,215

The Cleveland Psychoanalytic Society Foundation • Research and application of psychoanalysis and support projects

295,229 2,441 15,397 3,446

The Cleveland Society for the Blind • Low Vision Clinic • Research or any other purpose • Volunteer Braille transcribers

652,758

Deaconess Community Foundation Elyria Memorial Hospital, Elyria, Ohio

2,000

• William H. Gates bed

Fairview and Lutheran Foundation • • • • •

Equipment Christiana Perren Soyer bed Conference travel for Lutheran Medical Center Lutheran Medical Center Lutheran Medical Center Foundation

16,018 60,279 936 421 2,919 35,399 206

The Free Medical Clinic of Greater Cleveland Grace Hospital

39 70,101

30,139

• Equipment

The Golden Age Centers of Greater Cleveland, Inc.

2,400

Health Hill Hospital for Children

3,446

Holy Family Home dba Servants of Relief for Incurable Cancer, Inc.

38,148 91,874 30,139

Eliza Jennings Home • Equipment

125,764

Lakewood Hospital Foundation, Inc.

9,782

The Lutheran Home For The Aged

388

Mansfield Memorial Home, Mansfield, Ohio Marymount Hospital

• Elizabeth Boersig Soyer bed

Meridia Health System

• Meridia Huron Hospital

936 10,889

The MetroHealth Foundation, Inc. • Support for the burn unit • Employees’ Christmas fund at MetroHealth Center for Rehabilitation

7,475

The Montefiore Home Northcoast Behavioral Healthcare System

• Music therapy program

Rainbow Babies and Childrens Hospital of University Hospitals

• Equipment or supplies

Saint Ann Foundation Samaritan Hospital, Ashland, Ohio

5,584 169,075 1,409 3,446

• Mr. and Mrs. A. N. Myers Memorial room

Shriners Hospitals for Crippled Children, Tampa, Florida Summa Health System Foundation, Akron, Ohio

• Akron City Hospital’s Obstetrical Division • • • • • • • •

Benefit aged people Cancer research Conference travel Lakeside Hematology Fellowship Fund Lakeside Hospital Maternity hospital Henry L. Sanford Memorial bed Urological or vascular research

• Department of Pathology

The Visiting Nurse Association of Cleveland West Side Deutscher Frauen Verein, The Altenheim Total Donor Designated Grants

11,938 7,535

University Flospitals of Cleveland

University of Pittsburgh School of Medicine, Pittsburgh, Pennsylvania

3,445 2,242 1,511

2,016 59,951 9,074 150,962 2,654 1,200 779,551 6,817 1,409 77,881 150,000 3,945 21,824 $3,821,181

CONTINUED GRANTS HEALTH

Donor Advised G rants Grants are for general support unless otherwise noted. GRANTS

AMOUNT

USE OF INCOME

$1,000

AIDS Taskforce of Greater Cleveland, Inc. Alzheimer’s Disease & Related Disorders Association, Inc.

750 1,500 20,000

American Cancer Society, Cuyahoga County Unit • Treatment and prevention of breast cancer American Cancer Society, Eastern Area Office, Concord, Ohio

500

American Heart Association, N.E. Ohio Affiliate, Inc.

1,000 10,000

AVSC International, New York, New York Barlow Hospital Foundation, Los Angeles, California

2,000

• Barlow Respiratory Hospital

Benjamin Rose Institute • Caregiver Options (COPE ) program for caregivers of the frail aged Betty Ford Center, Rancho Mirage, California

4,900 15,000 2,500

• Summer Institute for Medical Students

Bon Secours St. Mary’s Health Care Foundation, Richmond, Virginia

1,000

Case Western Reserve University School of Medicine

1,000

Central School of Practical Nursing, Inc.

500

Children’s Hospital Medical Center of Akron, Akron, Ohio Children’s Oncology Services of Northeastern Ohio, Inc.

500 • Ronald McDonald House

1,000

• Liver research • Research Library • Urological cancer research

3.000 20,000 5.000 400

The Cleveland Clinic Foundation

The Cleveland Eye Bank, Inc.

500

Cleveland Hearing and Speech Center

1,000

The Cleveland Society for the Blind

7,600 1,250

• The Cleveland Sight Center The Connecticut Hospice, Inc., Branford, Connecticut

1,000

Crippled Children’s Hospital dba Children’s Hospital, Richmond, Virginia Cystic Fibrosis Foundation

500 • ‘Cleveland’s Finest’ event

1,000

• The Intergenerational Resource Center

250 4,000

• Fairview Hospital

1,000

Fairhill Center for Aging Fairview and Lutheran Foundation Family Planning Association of Northeast Ohio, Inc., Painesville, Ohio

500

The Free Medical Clinic of Greater Cleveland

11,850

The Golden Age Centers of Greater Cleveland, Inc.

2,504

Health Hill Hospital for Children

4,022

Heather Hill, Inc. dba Heather Hill Hospital, Health and Care Center

1,500 1,000

Home Health Care, Inc. Hopewell Inn, Inc., Mesopotamia, Ohio

2,250

Hospice of the Western Reserve, Inc.

3000

Huntington’s Disease Society of America, NE Ohio Chapter

1,000

John Wayne Institute for Cancer dba John Wayne Cancer Institute, Santa Monica, California • In honor of Armando E. Giuliano, M.D.

1,000

Juvenile Diabetes Foundation International, Northeast Ohio Chapter

1,000

• “The Only Remedy is a Cure” campaign

500 400

Lakewood Hospital Foundation, Inc. • Heart research

650

Malachi House of Hope dba Malachi House

2,000

Menorah Park Center for the Aging Mental Health Rehabilitation & Research Inc., dba Hill House

500

The MetroHealth Foundation, Inc.

1,000 400

• Burn and Trauma Center National Multiple Sclerosis Society, Northeast Ohio Chapter

1,000

Neighborhood Health Care, Inc.

5,000

New Directions, Inc.

3,750

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio

• Breckenridge Village

3,000

Overlook House

• Endowment Fund

1,000

The Population Institute, Washington, D.C.

3,000

Preterm Cleveland, Inc.

16,500

PXE International, Inc., Sharon, Massachusetts

1,000

Rainbow Babies and Childrens Hospital of University Hospitals

1,000

Recovery Resources aka Alcoholism Services of Cleveland Inc.

2,000

The Barbara Sinatra Children’s Center at Eisenhower Medical Center, Rancho Mirage, California

1,000

United Leukodystrophy Foundation, Sycamore, Illinois

250

United Way Services

• Benefit of Hill House • Benefit of Hospice of the Western Reserve, Inc.

University Hospitals of Cleveland

• Peter D. Cristal Brain Tumor Research Fund and Susan Cristal Breast Cancer Research Fund in honor of Mr. and Mrs. Thomas W. Cristal’s 45th wedding anniversary and Jeffrey D. Cristal’s 40th birthday • Ireland Cancer Center • John P. McWilliams Fund for respiratory health

500 500

The Visiting Nurse Association of Cleveland Total Donor Advised Grants

TOTAL HEALTH GRANTS Board Designated, Donor Designated and Donor Advised

1,000 1,400 7,642 2,000

5196,268

$ 7 ,446,558

Social

Services

Grants

Board Designated Grants GRANTS

USE OF INCOME

AMOUNT

Adoption Network Cleveland

• Strategic plan

$10,000

Bellflower Center for Prevention of Child Abuse, Inc.

• Expenses associated with moving

Berea Children’s Home and Family Services

• Software for management information system upgrade

110,600

Board of Cuyahoga County Commissioners

• Department of Justice Affairs Witness/Victim program for children traumatized by violence (over two years) • Department of Justice Affairs Summer Youth Enrichment program • Director search for the Department of Family and Children’s Services • Welcome Home program (over 18 months)

100,000 25.000 40.000 225,000

Catholic Charities Corporation

• Community needs assessment • Implementation of computerized facilities maintenance management system (over two years)

20,166

123,000 130,092

The Center for Families and Children

• National search for a new president and CEO

71,600

The Center For The Prevention of Domestic Violence

• Educational outreach programs and computer software and training

59,900

Children’s Aid Society

• Consultant support for program planning

Children’s Defense Fund-Ohio, Columbus, Ohio

• Ongoing advocacy work on behalf of Cuyahoga County and Ohio children (over two years)

Christian Legal Services of Cleveland, Incorporated

• Start-up support for a holistic legal program for the poor (over two years)

The Cleveland Foundation (Inc.)

• • • • •

The Cleveland International Program

• Environmental scan

28,244

Cleveland Mediation Center

• Homeless Prevention program (third year)

27,000

Cleveland State University Foundation, Inc.

• Community-Based Field Project with collaboration among Cleveland State University’s Social Work Department, Case Western Reserve University’s Mandel School of Applied Social Sciences and the Consortium Agency group • Development of a nonprofit capacity building initiative and implementation strategy

Early Childhood Facilities Committee Organizational assessment of Starting Point Management consultant support for the Cleveland Mediation Center Core support for Cleveland Community-Building Initiative Site review of Cleveland Community-Building Initiative

7,500 200,000 50,000 120,000 25.000 2,500 281,270 25.000

313,250 7,500

Cleveland Women, Inc. dba Templum

• Visitation Center

27,374

Community Re-Entry, Inc.

• Women’s Re-Entry Resource Network

50,000

Consumer Protection Association

• Strategic planning and board development

Cornucopia, Inc.

• Improvements to Nature’s Bin stores

Federation for Community Planning

• Voter attitude survey for health and human services levy

First Step Alliance, Inc.

• Transportation component of the “home kit” program for formerly homeless individuals and families

Garfield Heights Board of Education

• Garfield Heights Youth, Family and Teen Services program

7,500 60,000 7,500 53,698 107,775

Greater Cleveland Neighborhood Centers Association

• Cleveland Family/Neighborhood Leadership Strategy initiative (fifth year) • Technology enhancement initiative

The Harvard Community Services Center

• Two part-time nutritional aide positions and two part-time driver positions

Help Foundation, Inc.

125,000 62,300 41,000

• Construction of two homes for children with severe retardation and developmental disabilities

100,000

The Hispanic Urban Minority Alcoholism & Drug Abuse Outreach Program

• Coalition of four Hispanic organizations for development of a joint youth program

20,000

Institute for Responsible Fatherhood and Family Revitalization, Washington, D.C.

• Cleveland program

50,000

Interchurch Council of Greater Cleveland

• Clergy United for Juvenile Justice’s Project Restoration

The Interfaith Hospitality Network of Greater Cleveland, Inc.

• Family Center

21,034

The Junior League of Cleveland, Inc.

• League House

10,000

Koinonia Homes Inc.

• Training and staff development for Welcome House, Inc. (over 16 months)

20,098

Lexington-Bell Center

• B.R.I.C.K. program

16,000

Matthew’s Lending Library, Inc.

• Support of personnel expenses (second year)

10,000

Meals on Wheels of Collinwood, Inc.

• Home-delivered meals for the homebound and elderly

2,500

The Merrick House

• Boiler replacement

2,000

Middleburg Early Education Center, Inc.

• Fast for Word program for language impaired children

13,464

North East Ohio Health Service

• Strategic plan

43,440

Ohio Hunger Task Force, Columbus, Ohio

• Child and Adult Care Food Program

27,000

Parents’ Volunteer Association for Retarded Children & Adults, Inc.

• Document Imaging and Records Management project

37,950

Positive Education Program

• “DayCare Plus,” an early intervention service for emotionally disturbed children and their families

45,000

100,000

Reading Enrichment for Adult Development (R.E.A.D.)

• Tutoring program

6,000

Retired Senior Volunteer Program of Cleveland, Inc.

• Central Satellite Office and the Grandparent Sharing Support Group

7,500

Shaker Heights Youth Center Inc.

• Clinical Capacity Building project (over 15 months)

Shoes For Kids, Inc.

• Strategic plan

The Spanish American Committee for a Better Community

• Intake coordinator position

Starting Point

• Early childhood conference • Operating support (ninth year)

20,643 100,000 55,320 5,500 126,329

Task Force on Violent Crime dba Partnership for a Safer Cleveland

• Building A Safer Cleveland initiative

50,000

The Triumph House Corporation

• Furnishings for The Triumph House/CMHA transitional housing program

10,000

United Black Fund of Greater Cleveland, Inc.

• Expansion of violence prevention program to Riverview-Lakeview C M H A Estates

52,000

United Neighborhood Centers of America, Inc.

• Staff support

The Ursuline Sophia Center

• Employment counseling program targeted to working-poor women

12,000

Women’s Center of Greater Cleveland

• Chemical Dependency Treatment program

35,000

Young Men’s Christian Association of Cleveland • Marketing study and deficit funding Youth Visions Inc.

Total Board Designated Grants

• Associate director position • Collaborative mentor recruitment campaign with Jewish Big Brothers/Big Sisters Association of Cleveland • Youth media empowerment program

135,000

16,000 50.000 100,090 50.000 $3,894,637

CONTINUED GRANTS SERVICES SOCIAL

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

USE OF INCOME

AMOUNT

• Equipment

$15,928 30,139

Achievement Center for Children American Bible Society, New York, New York

594

American Red Cross, Greater Cleveland Chapter

14,167

Applewood Centers, Inc.

976 217

• Operating support Beech Brook

53,555

Bellefaire Jewish Children’s Bureau

7,740

Boy Scouts of America, Greater Cleveland Council No. 440

138

Boys & Girls Clubs of Cleveland

852

Catholic Charities Corporation

420 8,882

• Parmadale The Center for Families and Children • Day Nursery Association of Cleveland • Family Preservation Program • Counseling Division

265 4,446 2,000 41,640

• Industrial Home

392 74,728

The Children’s Aid Society Children Forever Haven

• Operating support

803

Christ Episcopal Church

1,160

The Church Home

7,475

The Church of the Saviour, United Methodist

4,776

The City Mission

2,384

City of Cleveland-Department of Public Safety

• Prevention of delinquency among boys

889

The Cleveland Christian Home, Inc.

2,962

Cleveland International Program

430

Congregational Development Commission of the Episcopal Diocese of Ohio

900

Cuyahoga County Department of Children and Family Services

• Special client needs

397

East End Neighborhood House Association

3,445

Epworth-Euclid Church

733

Fairmount Presbyterian Church • Garden maintenance

4,006 3,300

• Business Volunteerism Council • Needy and deserving families and children

3,657 2,792 1,833

Federation for Community Planning

The First Congregational Church of Sonoma, Sonoma, California

138

The First United Methodist Church, Ashland, Ohio

5,969

Goodwill Industries of Greater Cleveland, Inc.

3,935

Greater Cleveland Neighborhood Centers Association

10,445

The Hebrew Free Loan Association Heights Blaugrund Lodge No. 1152

1,000 1,708

Heights Youth Center, Inc.

1,388

The Hiram House, Chagrin Falls, Ohio

2,108 206

Jeremiah’s Inn, Worcester, Massachusetts The Jewish Community Federation of Cleveland

• Research or any other purpose

13,909 15,397

• Capital improvement in building and equipment

19,965 30,139

Jones Home of Children’s Services Lake County Society for Rehabilitation of Children & Adults, Inc.

962

• Services to children with disabilities

Lakewood Christian Service Center

2,524

Lakewood United Methodist Church

4,083

The Hattie Larlham Foundation, Inc., Mantua, Ohio

13,932

Little Sisters of the Poor

2,896

• Operating support

2,160

Lutheran Agencies Organized in Service Lutheran Metropolitan Ministry Association of Greater Cleveland

23,000

Marycrest School

7,475

Missionary Servants of the Most Holy Trinity, Silver Spring, Maryland

4,269

Our Lady of the Wayside, Incorporated, Avon, Ohio

7,572

Parmadale-St. Anthony Youth Services Village

15,701

Planned Parenthood of Greater Cleveland, Inc.

115,008

Recovery Resources aka Alcoholism Services of Cleveland Inc.

Rose-Mary Center

2,830

St. Andrews United Methodist Church, Findlay, Ohio

126

St. Dominic Church

4,269

St. John Lutheran Church

2,160

St. Martin’s Episcopal Church, Chagrin Falls, Ohio

138

The Salvation Army of Greater Cleveland

27,097 1,748

• Food for the hungry The Salvation Army, Ashland, Ohio

2,985

The Scottish Rite Benevolent Fund, Lexington, Massachusetts

138

Shaker Heights Lodge No. 45 FOP Associates

2,466

The Shaker One Hundred, Inc.

2,466

Sisters of Notre Dame, Chardon, Ohio

• Physical education program for the Julie Billiart School

Society of St. Vincent de Paul

750

Southeast Family YM CA

300

Starr Commonwealth for Boys, Albion, Michigan

1,414

The Suburban Temple The Three-Corner-Round Pack Outfit, Inc. Trinity Cathedral

12,928

1,202 • Camping program

12,103 1,645

United Way of Ashland County, Inc., Ashland, Ohio

2,985 415,121

United Way Services

7,083 1,000 1,000

Vocational Guidance Services • Assistance to needy clients of Sunbeam School • Assistance to needy of Sunbeam School graduating class

50,828

West Shore Unitarian-Universalist Church

100

The Phillis Wheatley Association

• Camping program scholarships

Young Men’s Christian Association of Cleveland

• Ashland Branch • Lakewood Branch • West Side Branch

2,985 7,535 24,750

• Lakewood Branch

2,321 7,535

Young Women’s Christian Association of Cleveland Youth Visions Inc.

11,930 11,310

• Big Brothers/Big Sisters • Little Buddy/Big Buddy program

$1,228,219

Total Donor Designated Grants

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

AMOUNT

USE OF INCOME

Achievement Center for Children

$1,000

American Red Cross, Greater Cleveland Chapter

7,150

Applewood Centers, Inc.

6,000

Beech Brook

4,000

Bellefaire Jewish Children’s Bureau

• Jewish Day Nursery Scholarship Fund

Bellflower Center for Prevention of Child Abuse, Inc.

• Teen Parent Program

500 272 10,000

Big Brothers/Big Sisters of Northeast Ohio, Inc., Mentor, Ohio

750

Julie Billiart School

1,250

Boy Scouts of America, Greater Cleveland Council No. 440

2,500

Boys & Girls Club of Coachella Valley, Palm Desert, California

500

Boys & Girls Clubs of Greater Cleveland

• Recreation program in the inner city

5,000

Byzantine Catholic Diocese of Parma

• Stewardship Appeal

1,000

Camp Ho Mita Koda

500 250

Camp Sue Osborn Catholic Charities Corporation

• Catholic Charities Services Corporation

2,500

• Capital support

2,000 1,000

The Center for Families and Children Central Virginia Foodbank, Richmond, Virginia

1,500

Christ Episcopal Church

2,224

The City Mission • Providing food for the hungry and shelter for the homeless

1,250 1,583

The City Mission Endowment Foundation

1,000

Cleveland Baseball Federation

1,000

Cleveland Community-Building Initiative Cleveland Foodbank, Incorporated

• Village-based small grants program

20,000 1,500

3,500

Cleveland International Program

500

Cleveland Skilled Industries Coats for Kids

3,000

Cops 8c Kids Inc.

• Holiday Fund for Children

7,500

Cornucopia, Inc.

• Improvements at Nature’s Bin stores

1,000

The Daily Planet, Inc., Richmond, Virginia

2,000

Diocese of Ohio Episcopal Community Services Foundation

1,000

May Dugan Center

1,000 250

East Side Catholic Shelter Fairmount Presbyterian Church

1,500

Family Transitional Housing, Inc.

400

Federated Church of Chagrin Falls, Chagrin Falls, Ohio

557

The First Unitarian Church of Cleveland

520 1,040

• 1997-98 Operating Fund • 1998-99 Operating Fund

Garfield Memorial United Methodist Church

1,500

Goodwill Industries of Greater Cleveland, Inc.

1,250 11,000

• Music Therapy Program Greater Cleveland Neighborhood Centers Association

2,000

Hanna Perkins School

• In memory of Mary Jo Taylor • Pilot loan/scholarship program

Heights Parent Center

• Baby and Me Drop-in program and Toddler Lunch Club

Hitchcock Center for Women, Inc.

10,000 1,000

300

The Hunger Network of Greater Cleveland International Services Center

300 • For Croatian refugees in Cleveland

Jewish Welfare Federation of Palm Springs and Desert Area, Palm Springs, California

500

Lake County Society for Rehabilitation of Children & Adults, Inc., Mentor, Ohio

1,000 • Heritage Fund

L’Arche Cleveland, Inc. The Hattie Larlham Foundation, Inc., Mantua, Ohio

1,000 1,000

Lake County Committee on Family Violence, Inc., dba Forbes House, Painesville, Ohio

Lake County Young Men’s Christian Association, Painesville, Ohio

5,000

1,000 500

• Expand playground and nature walk

2,000

Lord of Life Lutheran Church

• The Outreach Program in memory of Betsy D. Myerholtz • Systems upgrade

1,000 1,000

Lutheran Metropolitan Ministry Association

• After-school program

2,500

Make-A-Wish of Northeast Ohio, Inc.

500

National Abortion and Reproductive Rights Foundation, Inc., Washington, D.C.

500

National Abortion and Reproductive Rights Action League of Ohio Education Foundation, Columbus, Ohio

500

New Life Community

1,000

North Coast Community Homes, Inc.

5,000

Northcoast Food Rescue

5,000

CONTINUED GRANTS SERVICES SOCIAL

Pathfinder International, Watertown, Massachusetts

4,000 18,750

Planned Parenthood of Greater Cleveland, Inc. Planned Parenthood League of Massachusetts, Boston, Massachusetts

6,000 800

Plymouth Church of Shaker Heights Foundation Providence House, Inc.

9,142

Red Oak Camp, Kirtland, Ohio

500

Retired Senior Volunteer Program of Cleveland, Inc.

3,000

Rustler Ranch, Pierpont, Ohio St. Bernadette Church

500 • Gym/multi-purpose addition • Charitable needs of the church

1,000 156

St. Ladislas Church

400

St. Paul’s Episcopal Church, Cleveland Heights

12,737

The Salvation Army of Greater Cleveland

18,650 2,000

• Painesville office Shoes For Kids, Inc. Starting Point

1,000 • Operating support

5,000

Stella Maris, Inc.

400

The Virginia Home, Richmond, Virginia The Young Men’s Christian Association of the Greater Houston Area, Houston, Texas

1,500 • South Montgomery County YM CA’s Child Development Center

Transitional Housing, Inc.

250

Trinity Cathedral

2,500

United Way Services • • • • •

38,745 693 1,000 1,000 10,000 2,000

Geauga United Way Services Greater Cleveland Community Shares Women’s Community Fund Ten Plus Y M C A of Greater Cleveland

Virginia League for Planned Parenthood, Richmond, Virginia

1,500

Vocational Guidance Services

3,500

West Side Ecumenical Ministry

• Brookside Center

700

Women’s Community Foundation

1,000

Y M C A of Cleveland, Geauga County Branch, Newbury, Ohio Young Men’s Christian Association of Greater Cleveland

250 • Summer Camp program

Young Men’s Christian Association of Greater Richmond, Richmond, Virginia • Big Brothers/Big Sisters of Greater Cleveland Total Donor Advised Grants

1,000

Youth Visions, Inc.

750

1,000 2,000 $310,769

Program R elated Investm ent g rants

u s e o f in c o m e

The Salvation Army - Adult Rehabilitation Centers Command, Bardonia, New York

â&#x20AC;˘ New Salvation Army Thrift Store in Strongsville, Ohio

AMOUNT

$500,000

Total Program Related Investment

TOTAL SOCIAL SERVICES GRANTS AN D PROGRAM-RELATED INVESTMENT Board Designated, Donor Designated and Donor Advised

$500,000

$5,933,625

G eographic

Funds

L. Dale Dorney Fund The Findlay Hancock County Advisory Committee Co-chairs: G. Norman Nicholson, Thomas B. Donnell Executive Committee: Charles J. Younger, Barbara Deerhake, Charles F. Stumpp Jr., The Honorable Allan H. Davis (ex-officio), David S. Healy, Karl Heminger, Patrick W. Rooney, Judy Rower, Ralph D. Russo, The Honorable John P. Stozich, Jennifer Payne-White GRANTS

USE OF INCOME

AMOUNT

Findlay Area Chamber Foundation

• Strategic plan

$25,000

St. Andrews United Methodist Church

• THE PLACE after-school program

13,823

Findlay Board of Education

• The Findlay High School Alumni Association

13,050

The Findlay Service League

• Program coordinator position, and programming (over two years)

27,900

The Findlay-Hancock County Community Foundation

• Administrative purposes

Civic Affairs

Total Civic Affairs Grants

600,000 $679,773

Cultural Affairs Findlay Area Arts Council

• Full-time education coordinator position

Total Cultural Affairs Grants

$31,500 $31,500

Education Hancock County Office of Education

• Additional classroom teacher for long-term students at the Alternative Opportunity Center

Total Education Grants

$36,280 $36,280

Philanthropic Sector The Cleveland Foundation (Inc.)

• Consultant fees to plan and conduct a strategic plan including a feasibility study

Total Philanthropic Sector Grants

$7,500 $7,500

TOTAL L. DALE D O R N E Y FUND GRANTS

$755,053

Lake-G eauga Fund Grants Molly Offutt, Chairperson (deceased April 1999) Barry M . Byron, Lawrence J. Dolan, Ralph R. Doty, Debra Hershey Guren, George B. Milbourn, Nancy W. Patterson USE OF INCOME

AMOUNT

Chagrin River Land Conservancy

• Land Protection Fund (over five years)

$50,000

Christmas in April - Northcoast Inc.

• Tools to conduct home repairs for needy residents of Lake County

City of Mentor

• Assessment and recommendations for public use of the Mentor Lagoons property

GRANTS

Civic Affairs

Habitat of Painesville

• General support

Sustainable Energy for Economic Development of Ohio

• Consumer education program in Lake and Geauga counties on the effects of utility deregulation (over two years)

Total Civic Affairs Grants

8,000 40,000 1,000 15,000 $114,000

Cultural Affairs The Geauga Lyric Theater Guild

• Equipment and renovation of Geauga Cinema as new home for Guild

$15,000

Lake County Historical Society

• General support

3,000

Lake Erie College

• Lake Erie Fine Arts series

8,000

New Organization for the Visual Arts

• Artists’ Open Studio Days in Lake and Geauga counties

4,000 $30,000

Total Cultural Affairs

Education $500

Learning About Business

• General support

Lake Educational Assistance Foundation

• Scholarship administration program feasibility study and preparation of a scholarship manual and database (over 15 months)

13,740

• Crossing Cultures, Crossing Disciplines Initiative in Interdisciplinary Education (third and fourth year support)

25,000

Lake Erie College Morley Library

1,000

• General support

$40,240

Total Education Grants Scholarships The Cleveland Foundation (Inc.)

• General scholarships for residents of Painesville not attending Lake Erie College • Scholarships for third- and fourth-year students from Lake and Geauga counties attending Ohio’s medical schools

$50,000 70,000

Lake Erie College

• Scholarships for Painesville-area students

10,000

The Lakeland Foundation

• Scholarships for Painesville-area students attending Lakeland Community College

10,000

Total Scholarship Grants

$140,000

Health $5,000

Family Planning Association of Northeast Ohio, Inc.

• Start-up support for an on-site colposcopy clinic

Lake County Society for Rehabilitation of Children and Adults, Inc.

• General support

1,000

Lake-Geauga Center on Alcoholism and Drug Abuse, Inc.

• Professional fees for potential merger with Neighboring: Mental Health Services

7,500

Total Health Grants

$13,500

Social Services Boy Scouts of America, Greater Western Reserve Council

• General support

$500

Camp Sue Osborn

• General support

500

Chagrin Falls Park Community Center

• Equipment and start-up support for a child development and family resource center

25,000

Lake County YM CA

• General support

1,000

Lake Erie Girl Scout Council

• General support

500

The Salvation Army of Greater Cleveland

• General support of The Salvation Army of Lake County

1,000

United Way of Lake County, Inc.

• General support

3,000

Total Social Services

$31,500

TOTAL LAKE-GEAUGA FUND GRANTS

$369,240

TOTAL G EOG RAPHIC FUNDS GRANTS

$1,124,293

P h ilan th ro p ic

Sector

Grants

GRANTS

USE OF INCOME

AMOUNT

Business Volunteerism Council

• Operating support (sixth year)

$55,000

Citizens League Research Institute

• Start-up, administrative support and commissioned art works for five years of the Homer C. Wadsworth Award

31,000

Council on Foundations, Washington, D.C.

• Communications/Legislative Initiative

25,000

Donors Forum of Ohio, Columbus, Ohio

• 1998 annual conference held in Cleveland

Federation for Community Planning

• Cleveland delegation to the President’s Summit for “Cleveland’s Promise: A Program to Expand Resources for Our Children”

The Chicago Community Trust, Chicago, Illinois The Cleveland Foundation (Inc.)

45,500

• Operating support for Community Foundations Strategic Alliance

100,000

• Anisfield-Wolf Community Service and Book Awards • Donors Forum of O hio’s CEO trustees workshop and expenses associated with visit by Polish NGOs to The Cleveland Foundation • Establishment of Fostoria Community Foundation • Grantmakers Forum strategic plan • Operating support for Grantmakers Forum

62,386

The Foundation Center, New York, New York • Expansion and renovation of New York headquarters • Operating support of The Foundation Center - Cleveland Office United Way Services

7,500

• 1998 Nonprofit Accounting Seminar

Women & Philanthropy Inc., Washington, D.C. • New membership initiative Total Board Designated Grants

3,000 7,500 10,000 158,109 7,500 106,255 2,000 7,500 $628,250

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

USE OF INCOME

Bratenahl Community Foundation The Cleveland Foundation (Inc.)

$1,000 • Henry and Martha Ollendorf Fund • Unrestricted charitable purposes

Total Donor Advised Grants

TOTAL PHILANTHROPIC SECTOR GRANTS

AMOUNT

3,600 15,699 $20,299

Other

D isbursem ents

AMOUNT

GRANTS

USE OF INCOME

Antioch Baptist Church

• General support of church and educational support for individuals pursuing community service based college degrees

$950 1,200

Aurora Schools Foundation The Cleveland Foundation

• Operating budget of The Cleveland Foundation for the year 1999

Federation for Community Planning

• Health and human services

6,220,613 500 6,440

The Catherine Horstmann Flome

124,314

The Intermuseum Conservation Association National Society to Prevent Blindness, Schaumburg, Illinois

• Operating and program support for Prevent Blindness Ohio

375

Ohio Humanities Council, Columbus, Ohio

• Humanities in Greater Cleveland area

450 2,800

St. James A.M.E. Church Total Other Disbursements

$6,357,642

Report

Independent

Auditors

The Cleveland Foundation Board of Trustees and Distribution Committee, and Trustee Banks of The Cleveland Foundation We have audited the accompanying statements of financial position of The Cleveland Foundation as of December 31, 1998 and 1997, and the related statements of activities and cash flows for the two years then ended. These financial statements are the respon sibility of the Foundation’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 audits to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclo sures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a rea sonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all materi al respects, the financial position of The Cleveland Foundation as of December 31, 1998 and 1997 and the results of its activities and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

April 2, 1999 46

Statements

Financial

Position

of The Cleveland Foundation

December 31 ' v. â&#x20AC;&#x2122; '

â&#x2013; v' " ,

1998

1997

Assets Cash and cash equivalents

Short-term investments

860,442

1,310,266

91,040,381

68,978,854

27,256,359

25,003,684

Securities: U.S. Government obligations

21,819,094

17,345,069

135,025,796

109,239,734

42,783,518

13,137,710

1,106,359,681

1,001,808,593

21,172,650

16,727,883

1,354,417,098

1,183,262,673

10,126,996

12,929,129

2,901,047

3,203,474

$1,459,345,964

$1,269,684,396

Bonds Com mon and preferred stocks Com mon trust funds Com m on investment funds M utual funds

Other investments Property and other assets

Liabilities and net assets Accounts payable and accrued expenses Agency endowments and other obligations Grants payable

523,360 32,703,411 15,446,953

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

666,630 22,698,310 13,517,541

Net assets: Unrestricted: For grantmaking purposes

3,840,461

3,632,148

For administrative purposes

1,575,807

1,414,564

Property

1,192,017

1,083,519

Total board designated

2,767,824

2,498,083

6,608,285

6,130,231

Temporarily restricted

431,948,523

381,315,046

Permanently restricted

972,115,432

845,356,638

1,410,672,240

1,232,801,915

$1,459,345,964

$1,269,684,396

Board designated:

Total unrestricted

See notes to financial statements

Statements

Activities

of The Cleveland Foundation

UNRESTRICTED

TEM PO RARILY

PERM ANENTLY

RESTRICTED

Revenue, gains, and other support Received from donors

985,829

Dividend income

$15,012,719

8,071,446

1,566,780

Interest income

236,831

5,753,018 270,832

Com m on trust fund income Com m on investment fund income

22,723,140 8,430,610

Partial benefit fund income Distribution of estate income

157,760

Other income Net unrealized and realized investment gains

35,634

197,755

431

2,206,459

47,385,286

118,686,917

50,864,423

(50,864,423)

$54,329,176

$50,633,477

$126,758,794

478,054

50,633,477

126,758,794

6,130,231

381,315,046

845,356,638

$6,608,285

$431,948,523

$972,115,432

Net assets released resulting from satisfaction of donor and program restrictions

Total revenues, gains and other support

Expenses Trustee and investment management fees Other expenses

$ 5,311,502 -I

1,732,482

-I

Grants expensed

41,379,161

Administrative expenses: Grantmaking Philanthropic services Special projects Development Fund management Total administrative expenses Total expenses Increase in net assets Net assets at beginning of year

Net assets at end of year

2,299,983 559,856 536,859 1,356,170 675,109 5,427,977 53,851,122

S ............................................ —

See notes to financial statements

—

— —

—

1L « n

TOTAL

$24,069,994

UNRESTRICTED

303,831

L N U L U U L O C IV ID C n J

TEM PORARILY

PERMANENTLY

RESTRICTED

TOTAL

$20,317,728

$ 19,557,929

$ 40,179,488

1,253,643

4,452,889

4,682,669

270,832

176,718

22,723,140

25,500,671

8,430,610

7,398,787

157,760

7,874

1,566,780 5,989,849

229,780

233,820

52,797

321,515

6,178

380,490

168,278,662

2,132,711

57,172,730

130,445,970

189,751,411

39,797,926

(39,797,926)

$231,721,447

$42,517,045

$76,804,629

$150,010,077

$269,331,751

5,311,502

$4,592,084

1,732,482

199,615

41,379,161

32,341,580

2,299,983

1,889,690

559,856

422,299

536,859

588,449

1,356,170

1,471,846

675,109

653,275

5,427,977

5,025,559

53,851,122

42,158,838

177,870,325

358,207

76,804,629

150,010,077

227,172,913

1,232,801,915

5,772,024

304,510,417

695,346,561

1,005,629,002

$1,410,672,240

$6,130,231

$381,315,046

$845,356,638

$1,232,801,915

4,592,084

Statements

Cash

Flows

of The Cleveland Foundation

December 31 1998

1997

$177,870,325

$227,172,913

Cash flow s from operating a c tiv itie s Increase in net assets Adjustments to reconcile increase in net assets to net cash used for operating activities: Depreciation and amortization Net unrealized and realized investment gains Decrease in other assets (Decrease) increase in accounts payable and accrued expenses Increase in agency endowments and other obligations Increase in grants payable

302,476 (168,278,662) 414,864 (143,270)

211,099 (189,751,411) 538,738 236,018

10,005,101

20,079,214

1,929,412

1,191,386

Contributions restricted for long-term investment

(23,084,165)

(39,875,657)

Contributions of securities

(10,572,849)

(35,459,733)

(11,556,768)

(15,657,433)

(414,913)

(406,189)

Net cash used for operating activities

Cash flow s from investing a c tivities Purchase of property, net Proceeds from maturities and sales of short-term investments, securities and other investments Purchase of short-term investments, securities and other investments Net cash used for investing activities

578,706,587

310,668,688

(590,268,895)

(333,858,433)

(11,977,221)

(23,595,934)

Cash flow s from financing a c tivities Proceeds from contributions restricted for: Investment in permanently restricted

8,071,446

20,317,728

Investment in temporarily restricted

15,012,719

19,557,929

Net cash provided by financing activities

23,084,165

39,875,657

Net (decrease) increase in cash and cash equivalents

(449,824)

622,290

Cash and cash equivalents at beginning of year

1,310,266

687,976

Cash and cash equivalents at end of year

$860,442

$1,310,266

See notes to financial statements

Notes

Financial

Statements

December 31, 1998 and 1997

A. O rganization

gram restriction is accomplished, temporarily restricted

The Cleveland Foundation is a not-for-profit organiza

net assets are released to unrestricted net assets and

tion established in 1914. The mission statement of The

reported in the statement of activities as net assets

Cleveland Foundation is to enhance the quality of life for

released from restrictions. Temporarily restricted net

all citizens of Greater Cleveland, now and for genera

assets are available for program purposes in accordance

tions to come, by building community endowment,

with published standards established by The Cleveland

addressing needs through grantmaking and providing

Foundation. Net assets are released from donor restric

leadership on key community issues.

tions by incurring expenses including grants authorized that satisfy the restricted purposes or by occurrence of

B. Significant Accounting Policies The financial statements include the accounts of The

other events specified by donors. The Cleveland Foundation considers all highly liquid

Cleveland Foundation (charitable corporation), The

instruments purchased with a maturity of three months or

Greater Cleveland Foundation, The Cleveland Foundation

less to be cash equivalents. Cash and cash equivalents consist

(community trust, approved by Resolutions of Trust) and

of demand deposits and repurchase agreements, respectively.

affiliated supporting organizations: The City of

The preparation of financial statements in conformi

Cleveland’s Cable Television Minority Arts and Education

ty with generally accepted accounting principles requires

Fund, The Davis Fund, The Goodrich Social Settlement

management to make estimates and assumptions that

Fund, The Higley Fund, The M cDonald Fund, The

affect the reported amounts of assets and liabilities and

Sherwick Fund, and The Findlay-Hancock County

disclosures of contingent assets and liabilities at the date

Community Foundation. The supporting organizations

of the financial statements and the reported amounts of

were established under the provisions of Section 509(a)(3)

revenues and expenses during the reported period. Actual

of the Internal Revenue Code. The Cleveland Foundation

results could differ from the estimates.

is responsible for expenditures of these supporting organi

The Cleveland Foundation acts as fiduciary agent for

zations for specific charitable purposes. Interorganizational

various not-for-profit organizations. Some of The

transactions and accounts have been eliminated.

Cleveland Foundation’s responsibilities as fiduciary agent

The Cleveland Foundation reports gifts of cash and

include, but are not limited to, safeguarding of assets,

other assets as restricted support when they are received

recordkeeping of transactions, investment management

with donor stipulations that limit the use of the donated

and ensuring appropriate distributions. The Cleveland

assets. When the intent of the donor is that the assets are

Foundation’s policy as fiduciary agent is to record the

to remain in perpetuity, the assets are reported in accor

receipt of funds as an asset and record an equal liability

dance with the stipulations of the governing instruments

in accordance with the Financial Accounting Standards

of the Foundation. Per the governing instruments, the

Board Statement No. 116, Accounting for Contributions

Distribution Committee/Board of Trustees of the

Received and Contributions Made. As of December 31,

Foundation may distribute 20% of the principal of the

1998 and 1997, The Cleveland Foundation as fiduciary

donated trust assets over a five year period. This amount

agent has recorded $32,703,411 and $22,698,310,

is recognized as temporarily restricted net assets, with the

respectively, in the statement of financial position.

remainder recognized as permanently restricted in accor dance with the intent of the donor that the assets remain in perpetuity The investment income generated by the permanently restricted net assets (excluding net unreal ized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or pro

Certain 1997 amounts have been reclassified to conform to 1998 classifications.

CONTINUED FINANCIALS

Market value of investments held by the common

C. Donations

investment funds consists of the following:

The Cleveland Foundation receives donations from various sources which are summarized as follows:

December 31 1998

1997

$ 6,108,277

$15,632,048

24,069,994

40,179,488

$30,178,271

$55,811,536

Fiduciary agency endowments Donor contributions

1998 Short-term investments U.S. Government obligations

43,154,971

1997 $

35,113,312

122,434,652

141,111,150

83,137,036

88,633,372

Com m on and preferred stocks

555,098,459

461,667,402

The Cleveland Foundation has multiple spending policies

Com m on trust funds

237,040,615

237,628,182

to determine the amount of grantmaking dollars avail

M utual funds

64,226,247

35,212,272

1,267,701

2,442,903

Bonds "'N,

D. Spending Policy

able each year. The majority of the spending policies calculate the current year’s grantmaking dollars by a

Other investments

$1,106,359,681

formula combining a percentage of prior year available

$1,001,808,593

dollars with the market performance of the investments over the previous twelve quarters.

E. S ecurities and O ther Investm ents Securities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; investments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Short-term investments are valued at cost which approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks. Realized and unrealized investment gains or losses

F. Partial B enefit Funds Partial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (community trust). The total market values of partial benefit funds less related beneficiary liabilities are included in the accompanying statements. In 1998, The Cleveland Foundation (community trust) received approximately 93 percent (77 percent in 1997) of the income of the various partial benefit funds. The market value of partial benefit funds was $318,997,542 at December 31, 1998 ($293,068,779 at December 31, 1997).

are determined by comparison of asset cost to net pro ceeds received at the time of disposal and changes in the difference between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses. The Cleveland Foundation has established four com m on investment funds which allow for the commingling of various trust assets. The common investment funds are managed by three separate trustee banks with custody 52

residing at one. Investment in the funds is limited only to the trust funds of The Cleveland Foundation.

G. Grants Unconditional grants expensed are considered incurred at the time of approval by the Distribution Committee/ Board of Trustees. Grants approved by the Distribution Committee/Board of Trustees 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: / ------------------------- ^

1998

Grants payable at beginning of year Unconditional grants expensed

I. Supporting O rganizations Total assets of the supporting organizations which are

1997

included in the statement of financial position are comÂ prised of the following:

$13,517,541

$12,326,155 December 31

41,379,161

32,341,580

Payments made

(39,449,749)

(31,150,194)

Grants payable at end of year

$15,446,953

$13,517,541

Grants payable at December 31, 1998 are scheduled to be disbursed as follows: 1999 - $13,367,717; 2000 - $1,737,336; 2001 and thereafter $341,900. In 1998, The Cleveland Foundation had total authorized grants and administrative budget in the

1998

1997

$ 4,562,086

$ 5,163,671

The Davis Fund

2,103,092

1,834,271

The Goodrich Social Settlement Fund

1,801,563

1,722,603

The Higley Fund

4,928,989

4,015,823

The M cDonald Fund

3,218,416

2,817,051

28,271,320

24,219,172

7,203,707

6,582,414

$52,089,173

$46,355,005

The City of Clevelandâ&#x20AC;&#x2122;s Cable Television Minority Arts and Education Fund

The Sherwick Fund

amount of $46,939,534 ($42,643,857 in 1997) of which $6,220,613 ($5,352,300 in 1997) were for administrative expenses. In 1998, $3,479,701 ($8,371,216 in 1997)

The Findlay-Hancock County Community Foundation

of this total was conditional and is not reflected in the accompanying financial statements. The Cleveland Foundation had total authorized conditional grants of

$7,746,426 and $10,775,827, at December 31, 1998, and 1997, respectively.

The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community

H. A dm inistrative Expenses Administrative expenses, as reported on the statements of activities, consist of the following:

account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31, 1998 totals

December 31

$18,206,412 ($16,271,191 at December 31, 1997).

1998

1997

$2,839,322

$2,408,069

Employee benefits

440,420

380,005

Occupancy and office expense

956,275

845,673

Salaries

Federation of Cleveland. Financial transactions and

Professional and consulting fees and staff expenses

741,580

867,570

Other

450,380

524,242

$5,427,977

$5,025,559

J. Operating Leases The Cleveland Foundation leases office space under an operating lease agreement which expires M ay 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $397,419 ($356,933 in 1997). Future minim um rental payments at December 31, 1998, under the non-cancelable operating lease are as follows: 1999 - $351,851; 2000 - $359,001; 2001 - $366,152; 2002 - $373,373; and 2003 - $284,213. 53

CONTINUED FINANCIALS

K. R etirem ent Plan The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1998 was $211,142 ($198,206 in 1997). All contribu tions under the plan are funded and vest with employees as made.

L. Incom e Taxes The Internal Revenue Service has ruled that the charita ble corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organiza tions qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations.

M. Y ear 2000 (U naudited) In order to address the Year 2000 issue, the Foundation is currently in the process of developing a financial accounting system which will be Year 2000 compliant. Foundation systems personnel have also contacted third party vendors and have been assured that the vendor sys tems will be Year 2000 compliant. The Foundation also intends to rely on the various trustee banks to ensure Year 2000 compliance of the banks’ systems. Although the Foundation does not anticipate any operational or financial challenges relating to the Year 2000, there can be no assurance that they will meet these objectives.

Applying

For

A Cleveland

Foundation

Grant

Grant Eligibility

The Process

We make most of our grants to tax-exempt, private agencies

The appropriate program officer and the executive vice presi

classified as 501(c)(3) organizations, public charities under

dent thoroughly review your proposal and prepare a written

the law. We also make some grants to governmental agen

evaluation. A subcommittee of the Board of Trustees consid

cies, but we do not make grants to individuals.

ers the proposal and makes a recommendation to fund,

We look for creative projects designed to meet com m uni

decline or defer it. The full Board then takes final action.

ty needs, address public policy priorities, or test new ideas. We award grants in six program areas: arts and culture, community development, economic development, education, health and social services. In general, the programs we consider for support are in

Deadlines In order for us to give each proposal the time and attention it deserves, deadlines fall approximately three months prior to our quarterly Board meetings.

Greater Cleveland or will directly benefit Greater Cleveland residents. Some agencies or interests in other communities may be eligible for grants if donors direct that support in

Full Proposal Deadline

their gifts.

December 31: March Board meeting

We ordinarily do not support endowments, membership

M arch 31: June Board meeting

drives or fundraising projects, travel when it is the propos

June 30: September Board meeting

al’s primary focus, or publications and videotapes unless

September 15: December Board meeting

they are part of a promising project. Because the Foundation is nonsectarian, we do not support religious organizations

- .............

for religious purposes.

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

At th e End of th e Grant Period We require a final narrative and fiscal report on all projects we fund. The narrative must include an evaluation of the project’s effectiveness. The fiscal report must cover the entire project period, and your agency’s fiscal officer or treasurer

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

Grantseekers, a booklet with helpful information about preparing a grant proposal. You will also find our guidelines on our website: www.clevelandfoundation We recommend you then send a letter, including informa tion on your project and whom it will benefit, to the executive vice president’s attention. O ur staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant application process begins. Write your full proposal clearly and simply. Include information on your agency’s background, the project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget.

must sign it.

The Board of Trustees and Distribution Committee Charles A. Ratner

Chairperson Cathy M . Lewis

Vice Chairperson

Statement

Diversity

The Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. O ur 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

James E. Bennett III Doris A. Evans, M .D . Benson R Lee Alex Machaskee Rev. Dr. Otis Moss Jr. James V. Patton John Sherwin Jr. Jerry Sue Thornton Jacqueline F. Woods

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 workrelated skills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland

Trustees Committee Gary R. Allen

KeyBank, NA Barrie G. Christman

Huntington National Bank Bruce Kephart

FirstMerit Bank, NA W illiam E. M cD onald III

National City Bank Timothy A. Tobey

Bank One, Cleveland, NA

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

Executive Office Steven A. Minter

and embrace the benefits of diversity.

Executive Director/President

Finally, in order to achieve the highest standards in all our

Susan L. Eagan

activities, it is important that the Foundation benefit from the

Executive Vice President

perspectives of many different segments of the community.

Leslie A. Dunford

Toward this end, we seek to collaborate with donors of varying

Corporate Secretary/Special Assistant

means and interests. In addition, we encourage those individuals and organizations who appoint members to our Board of Trustees

Diana L. Davis Lois J. Kowalski

to seek community leaders who will bring varying points of view

Executive Assistants

to Board deliberations.

Lynn M . Sargi

Manager of Human Resources Terrie L. Leggett

Human Resources Assistant Administration Roberta W. Allport

Vice President o f Administration Program Officer, Philanthropic Sector Janet M . Carpenter

Office Services Administrator Dwayne Freed

Office Services Clerk Pierretta H. Wingfield

Records Management Administrator

Patricia Berke-Takacs Tiffanie C. Colston Records Technicians/Program Assistants

Social Services

Goldie K. Alvis Senior Program Officer

Martha A. Burchaski Receptionist

Marci Bernstein Lu Program Associate, Social Services and Executive Office

Arts and Culture

Linda Harris Stewart Program Assistant

Kathleen A. Cerveny Senior Progra?n Officer Gita C. Gulati Program Associate, Arts and Culture and Education Joan M. Cerne Program Assistant

Community Development and Economic Development

Jay Talbot Senior Program Officer, Community Development Manager of Special Projects Stephen Rowan Program Officer, Economic Development

Philanthropic Services

Michael J. Hoffmann Senior Program Officer Principal Staff, Lake-Geauga Fund and Supporting Organizations Alicia M. Ciliberto Program Assistant, Philanthropic Services and Cultural Affairs Mary C. Zins Program Assistant Communications

Lynne E. Woodman Director of Communications Lyz Bly Communications Associate

Pamela L. George Program Associate, Community Development, Economic Development and Executive Office

Marcia L. Bryant Communications Assistant

Linda M. Estacion Arline Z. Nosse Program Assistants

Teri M. Hansen Vice President for Gift Planning and Donor Relations

Education

Nancy McCann Director of Gift Planning and Donor Relations

William S. McKersie Senior Program Officer Marvelous Ray Baker Scholarship Administrator/ Program Assistant Shirley M. Ulstad Program Assistant Health

Robert E. Eckardt Senior Program Officer Manager of Grant Evaluation Beth Volz Program Associate, Health and Philanthropic Services Charlotte J. Palmison Program Assistant

Finance and Information Systems J.T. Mullen Chief Financial Officer/Treasurer Deanne M . Machen Finance Assistant Jean A. Lang Senior Manager Kathy S. Parker Controller William Von Alt Director o f Financial Services Mary Clink Florence Ghosn Karen Louie Timothy Simmerly Accountants Janice M . Cutright Manager of Information Services David L. Mueckenheim Bryan W. Stauffer Programmers/Analysts General Counsel

Malvin E. Bank Thompson, Hine & Flory LLP Staff as of April 15, 1999

Gift Planning and Donor Relations

Caprice H. Bragg Jeffrey Lydenberg Gift Planning Officers Valarie L. Butler Carol A. Hellyar Lavetta E. Jones Diane C. Kaszei Gift Planning and Donor Relations Assistants

Editor

Lynne E. Woodman Associate Editor

Lyz Bly Editorial Assistants

Marcia L. Bryant Jean A. Lang Kathy S. Parker Design

H^N Design Cover Art

Pat Kilkenny