Cleveland Foundation – 1999 Annual Report by The Cleveland Foundation

The Cleveland Foundation is proud to serve as the thread that binds a gift giver to a gift recipient. This link provides resources for change which

our whole community.

We have highlighted a few examples of your gifts in 1999 and their results.

The Cleveland Foundation’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.

IN THE PAST TWELVE MONTHS THE CLEVELAND FOUNDATION: • Authorized a record-breaking $84 million in grants, including support to strengthen public education, foster downtown redevelopment and improve neighborhoods and housing • Established the environment as our seventh program area • Supported creation of Northeast Ohio’s first strategic plan for arts and culture • Received $20 million in new assets for our community, while creating $24 million in new deferred gifts • Launched a summer internship program to encourage college students to consider careers in the nonprofit and public sectors • Mobilized the funding community to support Cuyahoga County’s Early Childhood Initiative, a $40-million three-year public/private partnership • Assisted selected arts organizations in strengthening operations through our BASICs program (Building Arts' Strength In Cleveland) • Fostered a new community foundation in Findlay and Hancock County • Linked Foundation donor advisors to community needs with a pilot program. Donor Connections • Revised our spending policy to make more grant dollars available to the community • Celebrated the 65th anniversary of the Anisfield-Wolf Book Awards, the only national award dedicated to books that expose racism or expand our understanding of human diversity

mmmmmmmmmmmmmmwm/ ^ CONTENTS Letter from the Chairperson and President/Executive Director 2 Grantmaking Overview 4 Financial Highlights 22 Creating Your Charitable Legacy 24 Board of Trustees and Staff 30

F R O M T H E C H A I R P E R S O N AND

THIS REPORT DEMONSTRATES HOW SWIFTLY AND POWERFULLY OUR COMMUNITY IS CHANGING. AS WE PREPARE FOR AND RESPOND TO CHANGE, WE CONTINUE TO SUSTAIN OUR LONG-TERM COMMITMENTS, IN PARTICULAR TO RENEWING NEIGHBORHOODS. IMPROVING PUBLIC EDUCATION, STRENGTHENING THE ARTS, REVITALIZING DOWNTOWN AND ENSURING THE WELL-BEING OF CHILDREN

Rccord-level grantmaking We set a new record in 1999 for grantmaking, authorizing $84 million to address community needs. Our grants are made possible by gifts from Clevelanders in all walks of life; in 1999, the Foundation received $20 million in new assets while also creating $24 million in new deferred gifts. We thank each of the more than 1,500 individuals who gave to funds held by The Cleveland Foundation.

EESIDENT/EXECUTIVE DIRECTOR New approach to spending We welcomed a change in Ohio law that made it possible to award more grant dollars, and in coop eration with our trustee banks we modified our spending policy to make more money available for community needs. Strengthening public education The Cleveland Municipal School District, under the control of Mayor Michael Wrhite and the leadership of CEO Barbara Byrd-Bennett, and an appointed board, showed encouraging signs of improvement in several key areas. In addition, we worked with first-ring suburban districts on their efforts to meet growing state performance mandates on academic accountability, and also supported experimental approaches to public schooling. Neighborhood and downtown revitalization We continued our firm commitment to programs that strengthen neighborhoods and improve housing stock in the City of Cleveland. Support for downtown redevelopment included a grant for restoration of his toric facades of the Old Arcade, now being converted to a hotel as part of the Euclid Avenue revitalization. We also worked with National City Bank to assist Playhouse Square Foundation in pur chasing the Hanna Building complex and the Bulkley Building, critical pieces in the ongoing redevelopment of Playhouse Square. A plan for arts and culture In May 2000, The Community Partnership for Arts and Culture released the region’s first strate gic cultural plan. Created with Foundation support, the plan calls for four major efforts: • Connect more people to the region’s wealth of arts and cultural resources

Catharine Monroe Lewis, Chairperson

• Establish lifelong opportunities for arts and cultural education • Make arts and culture a partner in neighborhood, community and regional development • Develop financial and other resources to sustain and grow Northeast Ohio’s remarkable cultural resources We are strongly committed to assisting in its implementation.

Environment: a new program area Until recently, the envi ronment was a target area for grantmaking within our civic affairs program. Because we have seen enormous growth in local envi ronmental action, in 1999 we established the environment as our seventh program area. Focus on children In our role as a catalyst for important issues, we assisted in mobilizing area funders to support Cuyahoga County’s Early Childhood Initiative. This $40-million three-year initiative, launched in 1999, is a public-private partnership to strengthen the quality of life for all children in the county from birth to age three. New links to donors We also launched a pilot program, Donor Connections, that links our donor-advisers to specific community needs. Many donors said they found value in gaining a better understanding of work done by a variety of nonprofit agencies to strengthen Greater Cleveland. Heartfelt thanks From early 1996 through March 2000, Chuck Rat ner served as chairperson of our Board of Trustees. He led us in advancing our position on several key public policy issues, including the well-being of children, welfare reform and public education: developing a special initiative to address areas of vital importance throughout Greater Cleveland; and elevating our work in gift planning and donor relations, among others. We thank him for his service, and look forward to working with him as his board term continues for the next two years. We are grateful for the dedication and commitment of our volunteer board members, and we recognize the high level of excellence throughout the Foundation’s staff. We thank each of them for their work.

Steven A. Minter, President and Executive Director

Priorities Building capacity to manage risk Supporting effective arts in education Increasing access to and participation in the arts Improving public awareness and support of arts and culture

Three trends characterized the region's cultural community in 1999: an estimated half-billion dollars of planned or actual renova tion at various facilities, a large number of organizations engaged in strategic planning for a stronger future, and the emergence of new voices in the arts. On a broader scale, work continued throughout the year to prepare Cleveland’s first cultural plan. Facilities are a key issue for many organizations; some have not renovated for decades and now not only must upgrade and modernize but. also comply with ADA requirements. Others have outgrown their current spaces and are expanding. The remark able performance of markets over the past five years is helping institutions to take these risks.

ARTS AND

CULTURE

1999

DONOR

LIST

A AAA - American Construction Services Inc. 0&; AARP Andrus Foundation O v Roger A. and Victoria L. Abady Joseph F. Abate G v Helen Abboud t ^ ’ Philomena L. Ablondi o&.’ Abrams Realty Co. O&j Acupac Packaging, Inc. Grigory and Riva Adamovskv O v Bruce A. Adams and Karen A. Farkas Mark J. Adams Joel E. Adelman o w Sheldon G. Adelman Stanley I. and Hope S. Adelstein Sylvia K. Adler Estate of Ruth E. Adomeit o&.> Advocate Health & Hospital Co. Agency Automotive Supplies <■>&.• Barbara F. Ague O v Billy Ahern Oj* Joan H. and Richard B. Ainsworth Jr. c \v Akebono Corporation Akzo Nobel Chemicals, Inc. Monica Albanese Pat Albanese ^ Albert Herman Draperies, Inc. Alliance Capital Management L.P. e^.> Tanya M. Allmond ^ Edith Amantea

Strengthening the capacity to manage risk of many kinds is the focus of our BASICs program (Building Arts’ Strength In Cleveland), which concluded its first year of activities in 1999. This pilot pro gram provides operating support to 17 selected arts organizations. Each undertook a rigorous assessment of its strengths and weak nesses and can apply for Foundation grants to improve operations in areas of identified need. We engaged National Arts Stabilization (NAS) as the BASICs consultant; NAS assisted each organization with its assessment and designed the capacity-building portion of BASICs. The fiveyear program continues to garner attention from around the country. As individual institutions worked on strategic planning, The Community Partnership for Arts and Culture completed its exten sive research on Northeast Ohio’s cultural community and its current and potential audiences. The Partnership’s research laid the groundwork for Cleveland’s first comprehensive cultural plan,

A number of grants went to projects that expand awareness of and participation in the arts. We supported the City of Cleveland Recreation Department for an artist residency program, Trinity Cathedral for a performance and educational project, Cuyahoga Community College for its free series of noontime concerts, Playhouse Square Foundation for a community arts festival and the Cleveland Public Library for a writers-in-residence project. Public art plays an important community role: it is free and accessible to all. We supported the Committee for Public Art’s work to link residents to their neighborhoods through public art, and the Sculpture Center’s project to restore and preserve scuIp1,ures in the public Fine Arts Garden in University Circle. New artists and talents are active throughout Northeast Ohio, particularly in the disciplines of theater and dance. Despite seri ous challenges to area arts institutions, these new voices demonstrate a healthy arts community.

released in spring of 2000. We anticipate responding to elements of the plan in the coming years.

Dr. Gerard and Phyllis Seltzer "We love our community and the arts and want to help enrich the cultural life of the city. Establishing a fund at the Foundation helps ensure that the arts will be accessible to Clevelanders even after we’re gone." Left: The Sculpture Center Right: Sear West Theater

John and Lisa Amantea O v Paul A. and Diane Amantea Frank C. and Marie Amato G v Mark A. Amendola and Donna Newbacher American Backhaulers American Foundation The American Legion Post 775 O v Americans For The Arts cv&> Michael Lee and Lynn Marie Ampula n^> Annette Pryor Anderson Dolores D. Anderson cv&.> Gene Anderson G&> Helen T. Anderson a&,> Robert R. and Jean D. Andolsen cv^,> Tom L. and Constance Andrews c w Estate of Raleigh F. Andrie Douglas and Martha Andrus ovs,.- Michael T. and Heather Andy Margaret S. Anson ov^ Mr. Anthony's O v June S. Antoine Matthew Anzells i-Av Applied Industrial Technologies Gi,- William and Mary Arendt c w Carol A. Armbrust Elizabeth Rieley Armington Charitable Trust Anne B. Armour Rachelle M. Arnold

CIVIC AFFAIRS

Priorities Improving neighborhood quality of life Supporting community development planning Promoting workforce development

Dick Ainsworth â&#x20AC;&#x153;My fam ily started a fund in honor of our parents because u>e like the idea that each time thefund makes a qrant. their names become permanently associated with that gift and cause. "

1999

DONOR

LIST

Wanda Rembert Arnold Carmen P. and Louise G. Arrigo G v Michael C. Arrigo Arthur Management Co., Inc. Mary H. and Richard L. Ashbrook Tom and Helen Asimou Associated Estates Realty Corporation Association of Asian Indian Women in Ohio Carmella Augusta James Mario Augusta Esq. G v Josephine Augusta Kathleen A. Augustine Virginia L. Aveni Michelle Ayers o&.> B B.M.S. Properties John T. and Kathleen R. Baden G v Helen Bader Foundation, Inc. G&.' Larrissa Baer G*> Baker & Hostetler Co. LLP G&,- Mark J. and Jackie M. Baker Gk.- Baker/Cerce Associates. Inc. Gk' Fred J. and Elizabeth S. Ball G v Steven A. and Julie W. Bank G&.' George E. and Carol S. Bartley Gk> Bashein & Bashein Co., L.P.A. Ov? George J. Bashista Pat Baskin G v Kathy Bast G^> Dolores A. Bastulli

Left: Tillman Park Right: Famicos Noire Damn Apartments Robert J. Wolf Community Room

Euclid Avenue is a key compo nent in the continued renewal of Cleveland’s downtown - and a vital part of Euclid Avenue is the Old Arcade. A national historic land mark, the structure is being converted into a 250-room hotel. Our low-cost loan and grant to the Historic Gateway Neighborhood Corporation will help to restore

Three themes - strengthening neighborhoods, revitalizing Cleveland's downtown, and workforce development - continue to guide our efforts in civic affairs. Our ongoing work to help community development groups bring more for-sale housing onto the Cleveland market is bearing fruit. For the past, three years, the City of Cleveland has had more new housing starts than any other community in the county. We supported the Cleveland Housing Network’s Homeward program to rehabilitate houses for home ownership. Homeward assists home buyers, many of whom are first-time purchasers, through a combination of access to affordable financing and hous ing counseling. The program, one of the most productive housing rehab programs in the nation, generated a record 140 homes for sale in 1999. Housing alone does not make a viable community: residents also need convenient places to shop. Our grant to Neighborhood Progress, Inc. supported its Neighborhood Retail Initiative. The program collaborates with the Cleveland Development Corporation to revitalize retail districts in three Cleveland neighborhoods.

public portions of the Arcade, including facades on Euclid and Superior Avenues and the build ing’s atrium skylight, A vibrant downtown is one in which people not only work and play, but live. Another loan, to Cleveland Tomorrow, supported the Civic Vision Housing Fund, which will invest in projects to produce up to 1000 units of new downtown hous ing by 2003. Our grant to the Cleveland Historic Warehouse District Development Corporation will support its continued efforts toward a healthy commercial-residential mix in the District, which is west of Public Square. Our grant to Famicos helped it complete the renovation of Notre Dame Academy, a former seminary, into quality affordable housing for older persons with limited incomes. The renovation includes spaces for a child care center, community services and public meetings so that residents are connected with the sur rounding Hough neighborhood. Commercial and industrial redevelopment can provide crucial jobs to urban residents, but developers often look for sites outside of the urban core because available land may be contaminated. Our grant to the Cuyahoga County Planning Commission for its Brownfield Redevelopment Fund will assist with clean-up of these damaged sites. A grant to Youth Opportunities Unlimited enabled the organi zation to strengthen its employment services program, which offers basic work preparation and job-linking services to Cleveland youth.

O v Drs. Joseph A. and Sally E. Bauer Estate of Dorothy S. Beck Bee Gee Building Supply, Inc. Dr. George D. and Betty J. Beelen Beerco Mick R. and Pamela Behr Mark R. Behrendt Rose Bellflower John M. Bellissimo c^> Terrie Bemer Benchmaster, Inc. Sandra M. Benedict O v Benesch, Friedlander, Coplan & Aronoff Gwendolyn J. Bennett John M. Berila Don B. and Dorothy M. Bero Matthew Berry c'W Troy Berry a*,- Susan M. Berson Jerome Bertrand c'w Beta Sigma Phi Jessica L. Betche-Schmidle ov^> Leon D. Bibb Glenn R. and Elizabeth J. Bibler O v Diane T. Bickett Emma M. Biehl Elizabeth A. Biggins-Ramer Margaret Bigley-Musnuff Helen and Ira J. Bircher Karen Birt Os*- Black Professionals Association Charitable Foundation, Inc.

Scott and Lauren Fine “Aft a pari of a new generation of Clevelanders interested in supporting education, the arts and other cwic causes, we though t starting a fund at the Foundation made sense because we get the best of both worlds — a stqff that is sensitive and responsive to our needs as a young, dual-income family, and an . organisation with more than 85 years of experience in philanthropy."

Center: I!'ECO Economic Self-Sufficiency Fund Right Glenville Enterprise. Center

eco no m ic

1999

DONOR

LIST

Donna Black-Brown Anna H. Blake Unitrust Annette Blanc Marvin Block Diane Bloodsaw Richard A. and Marguerite E. Bloomquist rvs*' BlueMagic Lori Blueter Edith F. Bium Robert J. and Mary L. Bochin G v Scott W. Bocquet o^> Bodie Electric Inc. John Bogorno Ronald J. and Judith L. Bohanek O v Eleanor Y. Bonnie Jeannine Bonsignore G v Elester B. Borden G v Jerry Bowen John Boyle Mary 0 . and John J. Boyle III Timothy M. Bradach William E. and Annamarie Brancovsky Christopher P. Brandt and Beth Brandt Sersig Breakfast Club Inc. Jill H. Brenner Robert J. and Lorri Brice Michael A. Briggs G k’ The Broadbent Family Foundation, Inc. Ron and Vicki Brochetti O v Kathleen Brockman Ray Brockman Arthur V. N. Brooks

New and growing businesses are a critical economic engine throughout Northeast Ohio. A significant portion of our work iri economic development focused on helping entrepreneurs create and build small companies.

Priorities

Stimulating government/business partnerships Strengthening institutional capacity Supporting programs to assist entrepreneurs

One of the primary reasons that businesses fail is lack of access to capital at critical phases of growth. We supported Enterprise Development’s Angel Capital Electronic Network, or ACE-Net, an Internet-based securities listing service. ACE-Net addresses the financing needs of start-up and small companies by linking entrepreneurs with potential investors. We also supported the Access to Capital Network (ATCN), a partnership of the Federal Reserve Bank, the Small Business Administration and the Greater Cleveland Growth Association. ATCN helps companies assess their needs and provides resources to help them strengthen various components of their business structure and improve their chances for success. Linking com panies to financial resources is one of ACTN’s key features. Helping residents of the City of Cleveland start new businesses is critical to the health of the city’s neighborhoods: as these young businesses grow, they provide jobs to inner-city residents. We supported Shorebank Enterprise Group for its continu ing economic development programs including enterprise centers to house and support young companies, entrepreneurial services and enterprise financing in eight tar get Cleveland neighborhoods. Our grant to the School of Engineering at Case Western Reserve University supported its Technology Transfer Initiative. The program is designed to identify, patent and bring to market new technologies that can create new businesses or help existing companies improve their operations with new products, processes or services. Minority-owned small businesses continue to face unique challenges to long-term success. We authorized a grant to Kent State University for its program to help AfricanAmerican business owners prepare for the 21st century. The project includes customized busi ness strategies, training and workshops on those factors unique to African-American businesses, employing a nontraditional approach to a nontraditional group of entrepreneurs.

Barbara Brown cvv Carol Ann Brown Janice W. Brown Matthew D. and Kimberley Brown cv^> Richard J. and Julie Brown Thomas W. and Elizabeth Brown Bruder Inc. Claire Brugnoletti Keith F. and Joy Brunner Richard E. Bruyere Joanna Buck o w George Buckner O v Janet Bullard Os*- Martha L. Bullock c w Dr. William Burges and C. Moskal-Burges c w Gail M. Burjak 0 ^> The Honorable Lillian W. Burke c^> J.A. Burke, Inc. Burkes Players Bridge Club Gregory Burnett O v Patrick W. Bums and Janet M. McNicholas Tim Burns Janet R. Burnside Charles A. and Jo M. Byme G&,- Sean J. and Gwen Byrne G&.’ Thomas F. and Paula Byrne c\^ c C. Calo Salon, Inc. O v C & G Interstate ^ C.M.T.U.A.W.C.A.P. Council Roy W. Cade Hugh and Ann Calkins

Priorities Assisting with improvement of districts’ governance and management Strengthening leadership/teaching/parent involvement Experimenting with new approaches to public schooling Developing systematic research/evaluation/reporting Bolstering strategic initiatives of area colleges and universities

Our overarching aim is to develop strong, distinctive schools in the region. During 1999, change in the Cleveland Municipal School District was the dominant theme in education. The appointed school board, supported by training and retreats made possible through Foundation grants, worked constructively on issues of governance. During her first year as CEO, Barbara Byrd-Bennett led the development of a strategic plan for the district. Educating Cleveland's Children contains more than 200 initiatives linked by the goal of improving student achievement. The foundation and business community responded to a call from the Mayor and the CEO to assist with many of the district's strategic initiatives by jointly awarding close to $4 million for the 1999-2000 school year. We also continued our longstanding support for nonprofits critical to school reform. Grants to The Cleveland Initiative for Education and the Cleveland Summit on Education enabled each to provide strategic and programmatic support to the Cleveland district. Our support for the Cleveland Education Fund enables it to play a similar role at the individual school level. The Foundation funded Catalyst, a bimonthly news magazine that reports on and analyzes Cleveland attempt’s to reform public education. This was Catalyst's first expansion beyond Chicago, where the magazine was created ten years ago to play a similar role in that city’s school reform process. We worked with first-ring school districts on efforts to meet growing state mandates on academic accountability. Two of these mandates present notable challenges: the Ohio Proficiency Test and the new state “report cards,” which rank districts in four categories based on proficiency test results, attendance and drop-out rates.

1<>

1999

DONOR

Charter schools - called community schools in Ohio - continue to garner attention as a way to deliver and reform public educa tion. We supported start-up activities at three charter schools and laid groundwork for a Foundation-funded comprehensive evalua tion to begin in 2000. We also funded a statewide resource center for community schools. State policy and practice are important to our region. As a result, we devoted staff time to several areas including the new Ohio Principals Leadership Academy, a statewide panel reviewing the effectiveness of the Ohio Department of Education and the academic accountability mandates. While our primary focus was on K-12 education, we also sup ported selected initiatives at area colleges and universities, including grants to Cuyahoga Community College for a research and development think tank and David N. Myers College to inte grate technology throughout its curriculum.

LIST

Michael D. and Laura L. Cailesen c\i*> Ellen Calogeras c «&■ ’ Daune Calovini Maria Campanella Michael A. and Laura Campbell Jane Louise Campbell The Jane Campbell Committee <.'\&; Janice B. Campbell James E. and Karen O. Campbell Sheila A. Campbell Di. Arnold I. and Bonita W. Caplan Charles D. and Kathleen A. Cappelucci cv&; Denise Capretta Francisco X. and Aimee M. Caraballo Heather Caraballo ^ Paul J. Carbin c\*> Joseph A. Carcioppolo L. Carden O v Joseph D. Cardiilo CPA Cto/ Patricia K. Carey Harry and Marjorie M. Carlson o^> Vincent and Irene Carozza Carroll Co. Democratic Central and Executive Committee (.vs,’ Judith W. Carruthers Osv Catherine W. Carter <w Dolores Carter O v Nicholas G. Caserio O v Norman J. and Diane L. Casini

David A. and Mary Jo Cassese Martha J. Castle Kenneth and Debra Cavanaugh Gs*â&#x20AC;&#x2122; R. Morgan Cavanaugh John M. and Nancy M. Celebrezze c w Mary Jane Cera c^> Frank A. and Tina Cerne cv^> Certified Pest Control Jeri E. Chaikin Edward D. and Ebe Chamberlin G v Joe Chapic Contracting Dean Chapler Judith A. Chapman c w Margaret Chappell-Moore The Chardon Foundation G v Leonard Chase <->v Kerry L. and Renee A. Chelm Marci B. Cherney Jeffrey and Kimberly Cherny Chesterland Rotary Club Chicago Community Foundation c>s*> Tuni and Lee A. Chilcote Jr. G v John E. Chipko Kathy Chipko '.'xv Ruth Chipko G^> Jeffrey D. and Patricia K. Chokel G&.> Maureen and Thomas P. Christy Jr. cv&,- John E. and Josephine Ciccero G&.- Jack Cifranic Nancy Cifranic

Stanley and Hope Adelstein "Were excited about our fund because while we are living, we ca n work on environmental issues with, Ike Foundation's program staff. After we're gone, they can decide where the needs are the greatest and fund those projects,

Left: Local watershed management: Shaker Lakes Right: Ohio and Erie Canal Reservation

1999

DONOR

LIST

Carmine P. Cimorom G ^ Nanci Cipolla G&.- Michael A. and Jeneen Cipullo c \v Heidi and A. Cisan Jr. G v Robert L. Clark Sr. G v Frank and Linda Clason G&. Mary R. Clause Gs^ Thomas D. and Kimberly Clementi G&,- Cleveland Energy Resources Gs*> Cleveland Newspaper Guild Gs>> Clouse Construction Corp. Gk> Coffee Corners Antiques & Interiors G^> Cohen & Company Ronald B. Cohen Ga> Luciano and Judith Colasante G^> Cole National Foundation Gs*> F. David Coleman G v John R. Coleman Jr. G v William E. and Joyce M. Collins G v The Colorado Trust Gk> Barbara M. Comas Gk> Commercial Alloys Corporation G&^ Community' Memorial Foundation Gs*> Constance M. Compola G v Comprehensive Health Education Foundation Gk> Jeffrey A. Concepcion G v Terence G. and Kelli A. Conley G ^ Loretta J. Conochan G v

In 1999 the Foundation formally named the environment as our seventh program area. Over the previous ten years, when the environment was a target area for grantmaking within our civic affairs program, we saw tremendous growth in local env ironmen tal action and an opportunity to make a positive difference through grants. It was apparent that the time had come to expand our activities in this area. From early in our history, we have supported parks and recre ation and the related issues of land conservation. More recently, we also funded programs for education and citizen action, and worked to strengthen local environmental organizations. Grantmaking in 1999 reflected these and related concerns. The opening of Cleveland's newest Metropark. the Ohio and Erie Canal Reservation, was a highlight of 1999. Located only three miles from downtown, the park is accessible to thousands of residents in diverse neighborhoods within the city We supported development of this formerly hidden jewel along the Cuyahoga River, which has already established itself as a popular addition to Cleveland’s Emerald Necklace. The new park is part of the Ohio and Erie Canal National Heritage Corridor stretching from Cleveland south for 65 miles to Zoar. Our support for the Ohio and Erie Canal Association enabled it to begin developing the Corridor management plan. Creation of new parks is contingent on available land. Our Priorities ........................................................................................................................... Supporting parks and open spaces

grant to the Trust for Public Land will support its Cleveland Field office; the Trust has played a major role in helping to acquire land that became part of the Cleveland Lakefront State Park and the

s.rengiheningi.mironmental organizations ...........................................................................................................................

Cuyahoga Valley National Recreation Association (CVNRA) Farming was once an integral part of life in the Cuyahoga Valley. We supported the Cuyahoga Valley Association in its effi >rt s to restore appropriate farming in the CVNRA. The Earth Day Coalition received support for its Sustainable Cleveland Partnership, a program to help residents of inner-city neighborhoods address environmental prob

Supporting education, especially for urban youth ..........................................................................................................................

! ■ ™

BHmB tPiffxlfi Pnfr Pi H™ ■ W ■

PI I«■ I:I»n

■

conditions. We also continued support for the

Coalition’s EARTH FEST 2000, an annual event at the Cleveland Metroparks Zoo that draws as many as 50,000 people. Water quality is an issue throughout the region. We supported the Cuyahoga River Community Planning Organization in its efforts to build public involvement in the Remedial Action Plan to improve the quality of the Cuyahoga, now designated an American Heritage River. We also funded the Ohio Environmental Council, which provides technical assistance to groups working on area watersheds from creeks to major rivers.

William and Anda Cook 0&.’ Nathaniel K. and Nancy L. Cooke Joseph J. and Patricia Coreno John R. Corlett Thomas M. Cornhoff O v Ann Elizabeth Corrado Marty Corrigan Richard W. Corrigan c w Costello Automotive, Inc. John T. Cotleur <•>&,' Country Side Homes Magdalena Covas O v Scott and Debra Cowdin Craig and Barbara Cox c w Mr. and Mrs. Thomas L. Craig G&> Dr. Deborah R. Crawford O v James B. and Cherise Croff Kevin H. Cronin Lisa Crosby c w Margaret T. Cruz O v Peter T. and Martha W. Cubberley O v Armine C. Cuber Joseph B. and Ruth E. Cullum Timothy J. and Susan Curtiss Mr. and Mrs. Kenneth Cutright O v Cuyahoga Chemical Co. Joseph B. and Kathleen Czelusniak D Rose Dadante Claudia and Frank Daddario Jr. c w Phill D Ambrosia c w

Priorities Supporting health care tor indigent and uninsured Improving care for people with chronic conditions Aiding community transition to managed care/capitation

Despite the thriving markets of recent years, growing numbers of people in Greater Cleveland are without medical insurance, par ticularly children. The situation is driving a growing interest in public health and improving health care delivery' for the needy and uninsured population. In 1999, we supported the Federation for Community Planning's “Strengthening the Public Health System" initiative, designed to better coordinate the delivery of local public health services. The two-phase project will gather data on best practices from around the nation and develop recommendations for struc tural changes. Our grant to the Free Medical Clinic of Greater Cleveland will support its facility expansion and renovation. The Free Clinic

1999

DONOR

delivers quality health care to persons with little or no income; 70 percent of its patients are working poor individuals without health insurance. The growing number of frail elderly in Greater Cleveland also continues to challenge the community. We made our largest-ever direct service grant in health to the Cuyahoga OPTIONS program. The Cuyahoga County Department, of Adult and Senior Services is overseeing testing of this new and expanded model of in-home care for the county's at-risk needy elderly residents. Through a challenge grant from the Foundation’s Forest City Hospital Fund, we supported the Community Nurse Scholars pro gram at the Frances Payne Bolton School of Nursing. The program will support nursing students pursuing careers in community health. Our grant to the Alzheimer’s Disease and Related Disorders Association (ADRDA) supports its expansion of early intervention services. ADRDA will work with adult day care centers, offering programs for their clients and training staff on the disease and the services needed by those who have it. Two related forces continue to shape Cleveland’s health care environment: managed care, which had little presence only a few years ago and today has penetrated about 30 percent of the mar ket, and increased concentration in the hospital market, which has left more than 80 percent of beds in Cuyahoga County in the hands of two hospital systems. These changes continue to force smaller health care agencies to address such survival issues as new collaborations, shared financial risk and the need to develop new management tech niques. We supported a number of agencies in strategic planning for this new environment. Funding partnerships in the health arena are changing as a more diverse funding community develops. We continued to work closely with newly created foundations in Greater Cleveland, both generally and on specific programs in public health and the OPTIONS program. We welcome more opportunities for joint funding in the years ahead.

LIST

William S. and Rose Damico Gertrude C. Daney Trust G&; Adrienne L. D'Angelo Nancy L. D'Arcy Sharon L. D'Arcy Cody Darr '.'Vs. Elizabeth Daunton David G. and Adelaide S. Davies Heather Davis Jacquie Davis G v Keith Davis Gjy Robert C. and Lois L Davis G v Daniel D. and Michele Dawson Gk> Jack G. and Ruth A. Day Ga*> Ralph L. Day and Eileen M. O'Connor Dayton Foundation Depository, Inc. G v Carol O. and James A. Dayton Jr. G v Matthew j. and Marlene De Luca G v Leonard and Rose De Palma G v Yadira T. De Santiago G v Deaconess Community Foundation G v Domenic DeBaltzo G v Alexander S. and Mary Debarr G v Catherine M. Decker G&, Mark and Laurie DeCore G v Dr. Richard H. and Barbara M. Deerhake G v Roger J. and Jane M. Deike G v Joseph R. and Gloria Del Balso

Stewart and Donna Kohl “We have very broad philanthropic interests — everything from the health and well-being of children to economic development of our city. We decided to give through The Cleveland Foundation became st-(\ff help make the process less complicated and they understand the needs of the comm unity." Left center: The Gathering Place Left bottom: Neighborhood Family Practice Right: Cuyahoga OPTIONS Program

c w Deloitte & Touche LLP Mike and Mary R. Deluca Salvadore J. and Sarah Deluca Gs>.> John R. and Marilyn B. Demuth Os*Department of Central Services William J. and Kathryn DePetro Jerry DePiero Ralph E. DeRose Todd Detering Lauren M. Detki Frank J. and Laura I. Detota G v Marc A. and Sharon A. Dewerth c \v Carmen and Nick Di Cicco Jr. c w James Di Francesco c w Roccc Domenic and Dorothy Di Lillo Harlan Diamond G^> Patricia M. Dibello ov^’ Ross A. and Patricia Dibello Gs*> Patricia and Michael A. DiCillo III Gjy> Linda K. and Frederick J. Diedrich III Gs*> Larry L. Diemand and Beth E. Yauman Richard C. and Nancy J. Dietrich G&.> Raymond Difranco G&> Judith Dillon Sharon J. Dingman G^> J.P DiPalma Dipre, Brodnik & Associates, Inc. Cv^> Todd R. Disanto G&>

o' L

n 'u

^°

1<>

1 9 99

DONOR

aU*

«st\'

iW'

-rft* -<# se #

LIST

Rosalyn Disbro o^,' Kathy Dobrowsky G^' Ronaid J. and Philomena Dolciato G&.’ David B. and Michele Doliveck G v Dollar Bank G&.Adela D. Dolney Gk> Martin E. and Kathleen Dombrowski Gs,; Thomas and Jean Donnelly Elizabeth G. Doubler Ann R. Douglas G&.John Douglas G ^ Joan E. Dowling Mary Dragony G v Andrew D. and Mary Lowenberg Drake Gj*> Celeste M. Drehs G v Dress for Success Cleveland Angela M. Duda G v Jennifer Duffy Gs*> Mary Dugger G^> Ronald B. Dull Gk> George F. Dunigan II Gk- Nancy Allman Dvorak G&,’ John J. and Frances E. Dwyer Foundation G v E Susan L. Eagan, Ph D G v East Side Interfaith Ministries G v Eastman-Kosutic and Associates, Inc. G^> Easy Cartage Co., Inc. G v Eaton Corporation G v Donald J. and Susan M. Ebersbacher G k ’ Ecclipse Hair G v

Priorities Strengthening families Building organizational capacity Assisting the chronically poor Helping agencies respond to public policy changes

National and local studies show that significant numbers of Cleveland’s children remain at risk. We continued our support of Cuyahoga County’s Early Childhood Initiative, a three-year $40 million effort by the public and private sectors to improve the con dition of children from birth through age three. We also supported Starting Point, the county’s child care resource and referral agency, to create more quality child care slots in private homes. Child care remains a critical barrier for single parents now required by welfare reform to enter the workforce. We funded continuing efforts to strengthen the Cuyahoga County Department of Children and Family Services, including revision of the assessment tool used to determine the level of risk to children from abuse or neglect. The revision grew out of a Foundation-funded study of the Department’s needs. We also authorized a grant to the Mandel School of Applied Social Sciences at Case Western Reserve University for a project to facilitate adoption. The school uses graduate students to help reduce the backlog of home studies on families interested in adopting children currently in the Department’s custody. The Mandel School's Center for Urban Poverty and Social Change received funding for its research on the impact of welfare reform and other emerging issues of poverty; its findings are used to influence public policy and provide data for community planning. Market forces, in particular managed care, continue to change the social service environment and place new pressures on agencies. We supported collaborations including a partnership among four Hispanic agencies to provide services for high-risk Hispanic youth. Hunger and homelessness present ongoing challenges in Cleveland, especially in the context of welfare reform. We made grants for rehabilitation of the Zelma George Shelter for women and children, to Mental Health Services for a shelter for disabled home less men and to the Salvation Army for a facility for homeless men. Local feeding programs are seeing more people, especially children. We supported the Cleveland Foodbank for a reclamation center that will recover usable food from supermarkets and dis tribute it to hunger centers, and funded hunger programs of Northcoast Food Rescue, the Hunger Task Force of Greater Cleveland and the Ohio State University extension. With Foundation support, the Cleveland Municipal School District engaged the Federation for Community Planning to better link health and human services to individual schools. The Federation will develop models for service delivery in 14 Cleveland schools.

SOCIAL SERVICES Bob and Ginny Eckardt O v Mary C. Eckdahl O v Economy Coffee Warren Edwards cv^ Parnell Egan William C. and Gertrude R. Egbert 0&> Charles G. and Leslie Bender Eiben O v Ellrick Farm Gary and Sandy Ellsworth Embroidery Technologies Corp. O v Erika M. Embry o w Terri L. Enns The Equitable Foundation Ernst & Young LLP G v heather Ettinger Eugene P. Di Franco Landscaping Inc. O v Amy Eugene Marilyn K. Evans Sarah Malone Evans F Mary Jane Fabish Yarden and Kirsten Faden Betty H. Fairfax Jean E. Fairfax c\^> Fanuc America Corporation c\&.> Nancy J. and Peter H. Farina Jr. O v Floyd C. and Ann Farmer o w Anthony L. and Marlene R. Farone David J. and Kathy J. Fatica Fedeli Group Michael J. Federico Vincent Federico Memorial Golf Outing

L A K E - G E A U G A FUND

Established in 1987 to address needs in Lake and Geauga counties, the Lake-Geauga Fund responded in 1999 to an array of community needs including issues stemming from out-migration and open space preservation. A grant to Grand River Partners helped to fund a survey and appraisal of land in the Grand River watershed, where conserva tion issues are being addressed.

Doris Riggin ‘'The Donor Advised Fund that I si nr Ird offers the best of both worlds — the Foundation manages my gift and offers me grantmaking help, and I can make recommendations on what organizations and causes I want to support."

1999

DONOR

The Fund also focused on social service, education and health promotion needs. Start up funding was provided to the new Montessori Farm School in Huntsburg, a unique model that com bines adolescent education with farming. A grant to Vocational Guidance Services is supporting a job placement program that serves adults with mental health disabilities. With Fund support, a three-year abstinence-based pregnancy prevention program b\ Family Planning Association of Northeastern Ohio. Inc. is under way at Hobart Middle School in Painesville. A grant to Lakeland Community College will enable the school to create qualification profiles for job seekers, whether or not they are attending Lakeland. This career check service program will then match identified applicants with job openings among partic ipating community agencies and businesses. Recognizing the desire to increase area participation in and access to the arts, the Lake-Geauga Fund supported the Fairmount Center for Creative and Performing Arts’ assessment and initial planning towards building a new facility to house expanded programming. A grant awarded to Western Reserve Fine Arts Association supported the costs of planning for a merger with Rabbit Run Theater of Madison. Ohio.

L I S T ________________________________________________________________________________________________________________________________________________

O v Mary Deane Feir w Tom and Cindy Feilo Ga>> James J. and Karoline L. Ferencak O v Anthony and Joyce Ferrante G v Nicholas J. and Monica Ferrante G v Rick Ferrara Carlo Filippo G&.> Steven Filippo G^.- Christopher and Sandra M. Finazzo O v Findley Davies, Inc Ofc.’ Scott A. and Lauren Rich Fine Robert and Elaine Firks First Class Moving, Inc. G&> Firstar Corporation Richard A. Fishbach G v The Honorable Arthur O. and Carolynn L. Fisher Diane L. Fitzpatrick G v Kathleen H. Fitzsimons G v Linda A. Flournoy o«&.' Sue Flynn Charles A. and Alice H. Foerstner Samuella C. Foney G^> Forest City Enterprises <-\v Kitty Forsythe Elaine M. Fortney - w Mildred 0 . Foster Fostoria Concrete Products, Inc. Gs^ Four Gable Management Co., Inc. G v Harry J. and Linda L. Fox o&.’ Helen Fox

PHILANTHROPIC SECTOR

We support the cause; of philanthropy at national, state and local levels to help build a strong community foundation field and nonprofit sector. Our staff serves on boards and committees of the Council on Foundations, Independent Sector, the Forum of Regional Associations of Grantmakers, The Foundation Center and Ohio Grantmakers Forum, among others. We support and are a founding member of Community Foundations of America, a consortium of community foundations exploring new ways to address the rapidly changing environment for philanthropy.

SCHOLARSHIPS

Due to the generosity of many donors, the Foundation provides scholarships from an array of funds. In some cases, donors have designated that scholarship support to a number of schools and colleges in the Cleveland area and around the nation, serving diverse students and financial needs. Information about scholar ships is available through the financial aid offices of colleges and universities or at counselors’ offices of schools that are eligible for these dollars. We also support agencies that provide scholarships, most notably the Cleveland Scholarship Programs, but also national agencies such as the United Negro College Fund.

We support two organizations in the Cleveland area that serve philanthropy: • The Foundation Center’s Cleveland-based Kent H. Smith Library provides free information on philanthropy to agencies and individuals. • Ohio Grantmakers Forum, which has a Cleveland office, provides research, programs and other support to foundations and corporate giving programs.

J I#

iuce ui es^0,

iqc^

„da

11)0* '#*■ 'oa'

SC**1 ^ » “ SV ' l0K

Mark and Patricia Fracker Helen W. France Richard E. Francies G iv Joseph J. and Marie Frank Mr. and Mrs. Gary Frankart Dan L. and Linda A. Frankovic Thomas L. and Sharon P. Franks Vincent N. Fratantonio C w Susan M. Freeh Kenneth Freeman Michael W. Freeman e^> Fred E. and Gretchen Freiheit Frerich Investments Gk> Jody Freshwater G v The Hon. Carolyn B. Friedland G^> Jane L. Friedman Charlyn and John R. Friel Jr G v Friends For Trupo G v Edward J. and Anna S. Fritz Frontier Pavers Inc. G v Fruth & Company, PLL G^> James M. and Marilyn R. Fryman G v John Funidello G^> Domenick Furnari Christopher and Lynn Fuselier Gs*> G G.S.S. Inc G&> GSWB Marketing, LLC G v John Gabel G v Monica A. Gaglione Edward J. and Maria Gallagher G v

ANISFIELD-VVOLF AWARDS

Le sso n

Before Dying

L'fl to right: Edith Anisfield Wolf, Ernest J. Gaines, Chang-rae Lee, Edtcard [I. Said

The Foundation administers two annual award programs established by Cleveland philanthropist and civic leader Edith Anisfield Wolf. Both awards are named in honor of her father and her husband.

Anisfield-Wolf Book Award The Anisfield-Wolf Book Award recognizes recent books that have made important contributions to our understanding of racism or our appreciation of the rich diversity of human cultures. Created in 1935, the Award reflects the passion for issues of social justice that characterized the founderâ&#x20AC;&#x2122;s family. Two awards are given each spring to books published in the previous year. Generally, one winner is an academic work and the other is fiction, poetry or memoir. Each winner receives a prize of $10,000 at a ceremony held in Cleveland. The Anisfield-Wolf Book Award is the only American book award designated specifically to issues of racism and diversity. Past 1999

DONOR

LIST

Joyce fv/i. Gallagher Angeline Galletta Charles J. Gallo Jr. Ranelle A. Gamble o^,- Louis T. and Marie Gammiere Gantt-Thomas & Associates, Inc. O v Ann L. Gardner Robert and Noreen E. Garriga CVw Lester Garson Edward C. Gartland Alfred Gaspar Ken and Shari Gatchell cv^> Francis E. and Ella M. Gaul The Henry H. Geary Jr. Memorial Foundation i w Alan J. and Sandia Gehlfuss Concetta M. Gehlfuss General Electric Company - Components Operation General Electric Company - Human Resource Team Don and Kathryn Gentile Joey Gentile Albert A. and Tabita C. George Nicholas A. and Jennie M. Geraci c \v C. P. and Joan Germano o^> Norma Giardina Gilbert Thayer Constiuction John E. and Patricia Gill Kathy Gillen Ruth Anne Gillett c\&.>

winners have presented the extraordinary art and culture of peo足 ples around the world, explored human rights violations, exposed the effects of racism on children, reflected on growing up bi-racial and illuminated the dignity of people as they reach for justice. A panel of nationally known jurors chooses the winners. The current jury is chaired by Dr. Henry Louis Gates Jr., chair of African-American Studies at Harvard University, and includes Rita Dove, Commonwealth Professor of English at the University of Virginia; Stephen Jay Gould, professor of geology at Harvard; Joyce Carol Oates, professor of humanities at Princeton University; and Simon Schama, professor of humanities at Columbia University. The year 2000 winners are Chang-rae Lee for his novel A Gesture Life and Edward W. Said for his memoir Out o f Place. Ernest J. Gaines, author of works including Tlw Autobiography of Miss Jane Pittman and/I Lesson Before Dying received a Lifetime Achievement Award.

Anisfield-Wolf Memorial Award for Outstanding Community Service This $20,000 prize is administered by the Federation for Community Planning and given to a Clevelandarea nonprofit organization. The 2000 winner is Applevvood Centers, an agency serving children and youth, for its research and programs combatting youth violence.

Matthew Gillette Linda T. Ginley Carlo and Josephine Girolamo Greg Glauner Les Glazer Gjy Rosemary Gleydura Going Places Travel Inc. Gold Eagle Company O v Kenneth E. and Norina Gold Susan and Joseph Gomez Jr. Dave Martin Gonsior Ezequiel Gonzalez c \v Deborah A. Gordon Phyllis Gordon G&,' Monte Gorman t \ v Irving and Edith Gorsky ^ Sally Gourloy o w GQ Contracting Co. Nancy Lee Graf John J. and Helen E. Gramc Diane H. Grasso George A. and Ida Mary Gray o w Thomas M. and Nancy C. Gray o^> Great Lakes Representatives, Inc. Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc., "The Divine Line of '99" Estate of Edward F. Green Oiv Jennifer Greene ^ Ronald P. Greenwald Susan K. Gregg c w

FINANCIAL HIGHLIGHTS

The 1990s brought the greatest level of financial growth in the Foundation’s history. We began the decade with a m arket value of $-579,897,967 and ended at $1,579,713,169.

During this time, the Foundation disbursed $347,085,238 in grants. An additional $22,694,370 of authorized and conditional grants still awaited disbursement as of December 31, 1999, bring ing the total grant dollars over the past ten years to $369,779,608. This amount equals approximately 64% of the base value of the assets in 1990 and exemplifies the benefits inherent in the com munity foundation concept: an endowment that collects and invests assets that grow and generate dollars for the community over time. We implemented a new spending policy for trusts in 1996, and modified it in 1999. This new approach to spending was based on investment performance rather than solely on interest and divi dends. As a result, our investment managers were able to allocate a higher percentage of the assets to equities rather than fixed income, and thus generate higher returns. We believe this approach will enable the Foundation to continue generating sig nificant levels of grant dollars in the future.

1999

DONOR

LIST

George O. and Sandra Gregory G v Jil! Gresky Dorothy Cribble Lucile D. and Robert H. Giies Charity Fund G v Jack and Mary Grootegoed G^> Jeff Guagliardo Guy and Helen Lopez Gualtieri G v Ronald A. and Ebe Guarnera G^» Margaret Ann Gudbranson G v Jim Guddy 1 The George Gund Foundation G v H H.F.D. Inc. G^> Catherine Hackney G v Timothy F. and Cheryl A. Haddon G v Mauieen Hagan Gs*> Hair In Motion G^> Ellen M. Hallowell G v The Fred Halvorsen Family G^> James J. Hamilton G^> Ambassador Holsey Gates Handyside G&> George C. and Nancy W. Hanna G&. Maureen L. Hanna G&.- Randolph M. and Teri A. Hansen Gk> John M. and Kristen Hargraves G v Ronald O. and Ann Marie Harma t'Vy Joan M. and Richard W. Harmon G v Pauline Hamden G v Susan Harnden G v

Other A ssets 0.1 %

90 w m m m m

573.012

91 W / W W W W V Y W W W W 693.600 92 W W V y W W W W V V ^ ^ M

710,276

93 V W W W W W W V W W W W W Y 739.906

94 w m m t w m m N

733.950

95 W I W M W I W U J W ^ I 902â&#x20AC;&#x2122;742

mmtmmmmmm 1 021.004 .

97 W W W W W V W ^ ^

1,269.684

w m m H m m m m m H m m m 1459^ 5 W W W Y W \ A W M Y 1.579,713

A s s e t A llo c a tio n

A s s e t M a rk e t V a lu e

As of December 3 1 , 1 9 9 9

In thousands

Thomas H. and Maureen T. Harriman O v Allen R. and Mellissa Magdinec Hart The John A. Hartford Foundation, Inc. Patricia A. Harting-Vanek Marcia C. Harvey c w Jim Hastings Colleen Hauer Tom Havrilla Stephen M. and Nadine M. Hayes Hayes Elementary School Staff Lee Heinen Michael H. and Marjorie Heines O v Robert and Marian Hellriegel o w HELP Foundation, Inc. Michael H. and Joan E. Henck Henderson Personnel, Inc. c w James T. and Shirl N. Henke O v Charles Henline Charmaine Hennessey Cynthia A. Herak-Smith Elizabeth Hering Heritage Floor Coverings & Interiors o w Harvey M. Herman O v Rosemary Herpel, Ph.D. Bruce and Antonia Herrick James F. and Linda L. Herron O v Lisa M. Herzog John H. Hew Ojy

Philanthropy does not have to be complicated. Nor does it require great wealth. When you give to your community through The Cleveland Foundation, your gift is simple to make. You choose how to give and where your gift will do good. You enrich the lives of others and create a legacy that lasts for generations. We are grateful to have received gifts in 1999 from hundreds of Clevelanders, whose names you see throughout this report. Creating your fund and legacy at the Foundation is an effec tive and efficient way to support your charitable values and community. For information on how you may give in a simple way that has maximum impact, flexibility and cost effective ness, call the Foundation and ask for the Gift Planning and Donor Relations team. We will be happy to help you and your family carry out your philanthropy - for good, for ever.

GIVING

TO YOUR COMMUNITY CREATING YOUR CHARITABLE LEGACY

Michael and DeBorah Waller “When we saw the depth and integrity of the Fou ndation 's work, wefelt that it was a good vehicle to acco mplish some of our goals. ” i

The Association o f Asian Indian Women in Ohio “We established ourfund at The Cleveland Foundation so that our resources would grow and continue to serve the needs of Asian Indians in Ohiofo r many gemrations to come. ” Lpfl to right: Jayashree Bidari, Savitri Juneja. Manju Rastogi

1999

DONOR

LIST

David R. and Kathryn Wertheim Hexter O n jjm and Kim Hicks O n Highland Orthodontics O n Evelyn J. Hightower O n Beverly C. and Albert M. Higley Jr. c^n I'vonne K. Hilker O n Philipia Hillman, Ph.D. O n Estate of Sarah Cole Hirsh O n Debra Hirshberg O n Dave Hlad O n Tom Hochman O n Michael J. and Suzanne I. Hoffmann O n Darrell W. Holland O n Patrick J. Holland O n Diane L. Holler O n Don Holstrom O n Gregory T. Holtz O n Robin J. Holzman O n Home Products Marketing Inc. O n Earle C. Horton O n Jennifer J. Horton O n Nick and Sharyn Horvath O n Agnes M. Hoskin and Elizabeth Coughlin O n Yolanda Armstrong Howell O n Deborah L. Howitt O n Estate of Edward J. Hrdlicka O n John K. and Valerie Hrovat O n John Hudak O n Robert T. Hughes O n Hulda and Maurice Rothschild Foundation O n Chuck and June Hull

New named funds

$5,002,681

Additions to named funds

799,349

New donor-advised funds

6,890,584

Additions to donor-advised funds

716,676

New organization endowment funds

302,023

Additions to organization endowment funds

2,022.280

;

Additions to project accounts

1,055,055

New scholarship funds Additions to scholarship funds Additions to supporting organizations

Other additions

Total 1999 New Assets

345.915

66,208

1,876,255

685,758

$19,762,784

G v Edward M. Hunt Jr. G v Judge Sara R. Hunter G v Huntington National Bank G v Hydrosol Incorporated G v I INA Inc. (.^v I.P.O.F. Fund G v ISI Info-Source, Inc. G v Pierre and Janet M. Ina G v Carl Infante G v Michelle B. Ingram-Spain <->v Initiatives in Urban Education Foundation G v Inner City Lines Inc. G v Inner-Space Cleaning Corp. G v Integrated Packaging Corp. i \ v Irish American Archives Society G v Sharon Ishee G v B. Scott Isquick G v Italian Deli G v Bart Ivic G v J J & W Farms G v JFK, Inc. G v Estate of Mary E. Jackson G v Marc B. and Dr. Karen M. Jaffe G v James Irvine Foundation G v Holly James G v Tom and Lindsay James <.^v Mark and Joann Jamieson G v Eileen and Ralph J. Jamieson Jr. fv v Joan M. Javorsky G v Jim Jeffers G v Veronica Jefferson G v Jempak G v Jewish Community Federation

GOFF SOCIETY Members of the GoffSociety hare established permanent named funds, donor-admsorfunds or supporting orga nicotians, or hair made cumulative gifts of $10,000 or more. We are grateful lo each of Ihem.

Stanley 1. and Hope S. Adelstein Joan H. and Richard B. Ainsworth Jr. Mrs. William Harry Alexander Nancy Amantea Fred ,1. 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 Richard and Joyce Burke Robert and Virginia Burkhardt David and Ginger Campopiano Annette and Nicholas A. Canitano Harry and Marjorie M. Carlson E. Bruce and Virginia Chaney Judge Carl J. Character Corning Chisholm Mr. and Mrs. M. Roger Clapp Michael A. and Susan K. Clegg Mrs. Kenneth Clement Karen M. and Kenneth L. Conley Jack and Jeanette Crislip Tim and Susan Curtiss David G. and Adelaide S. Davies James M. and Ann M. Delaney Adela D. Dolney Jim and Isabelle Dunlap Mr. John J. Dwyer and Frances E. Dwyer* Susan Lajoie Eagan, Ph.D. Doris Anita Evans, M.D. Mr. and Mrs. Nicholas J. Federico John Gabel Mr. and Mrs. Robert A. Garda

5999

DONOR

Sally and Bob Gries Sally K. Griswold Mrs. William Harry Alexander James J. Hamilton 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. Debra Hirshberg and Jamie Hecker Robin and Meacham Hitchcock Arlene and .Arthur S. Holden B. Scott Isquick Mr. and Mrs. Brooks M. Jones Elizabeth W. and William M. Jones Vilma L. Kohn. Ph.D. Jean A. Lang Mr. and Mrs. Tom H. Lang Mr.* and Mrs. Wayne H. Lewis Jr. Cathy and John Lewis Mr. and Mrs. Charles M. Lombardy Jr. Robert R, Lucas Mrs. Leonard G. Mart.ien Mrs. J. Denny May Thornton D. and Penny P. McDonough 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-Tvler Norton Mrs. R. Henry Norweb Jr. J. Ward Pallotta and Marjorie K. Pallotta Tommie Lenora Pradd Patty Gilbert S. Peirce

George J. Picha Richard W. and Patricia R. Pogue Max R. and Linda J. Proffitt 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 Bob and Linda Schneider Mrs. Ellery Sedgwick Jr. Mr. and Mrs. John Sherwin Jr. Mr.* and Mrs. Edward W. Sloan Jr. Robert L. and Anita L. Smialek Mrs. Kent H. Smith Russell H. and Gretchen H. Smith Frank U. Sowell and Linda A. Jackson Sowell Edward J. and Elizabeth Starr Billie Howland Steffee James P. Storer Dudley J. Taw Philip R. Uhlin Paul and Sonja Unger Hon. and Mrs. George V. Voinovich Michael Waller and Deborah Thigpen Waller Mrs. Peter Wellman William Wendling and Lynne E. Woodman Charles D. Whitmer and Mary G. Whitmer Mrs. Michael A. Wipper Mrs. Samuel Wolpert Robert J. and Janet G. Yaroma John Stanley Zitzner and Margaret Ingersoll Zitzner Anonymous (18) * Deceased

LIST

of Cleveland Jewish Healthcare Foundation Saumil Jhaveri Frank N. and Mary Jiannetti c^> John P. Murphy Foundation David G. and Annette P. Johnson £. Kenneth and Denise Johnson Di h . Andrew Johnson III O v Kathleen S. Johnson Os*’ Reverend William J. Johnson James M. and Christine M. Johnston Oa*’ Jones, Day, Reavis & Pogue Mattie M. Jones Paul Jones William M. and Elizabeth W. Jones <.'«*• Michael J. and Diane Joyce O v Estate of Constance M. Junge c^> Dr. Donald W. Junglas O v Becky Junk K KAM Marketing Inc Christine and John J. Kachline III «.Vs’ Margaret and Jack J. Kahl Jr. Angeline Kalogeras <.%&.• Mark D. Kankam c«y> Josh Kaput Richard E. and Judith S. Karberg George N. Kasunic William E. Katzin Susan K. Kauffman a&.>

LEGACY SOCIETY Members o f the Legacy Society have planned a fu tu re gift to their com m unity through a bequest, trust, pooled income fu n d , life insurance or charitable gift, annuity. We are grateful to each o f them.

Stanley I. and Hope S. Adelstein Ms. Doris Alburn Lois M. Applegate 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 Tom and Peggy Campbell 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 John Gabel Eleanor R. Gerson Robert M. and Barbara Ginn Winifred H. Gray Dr. Michael J. Grusenmeyer Mary Louise and Richard Hahn Virginia H. Hamann Holsey Gates Handyside Randolph M. and Teri A. Hansen Mary Jane D. Hartwell Marcia G. Harvey Dorothea Jean Hassler

Beverly G. and Albert M. Higley Jr. Michael J. and Suzanne I. Hoffman Ronald D. Holman Jerry and Martha Jarrett Lucille F. Jones Virginia L. Jones Elizabeth W. and William M. 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 June R. Kosich Mr. and Mrs. Philip L. Krug Marjorie and Samuel Lamport Mr. and Mrs. Tom H. Lang William F. Laurie and Georgia E. Laurie Charles L. and Josephine Robson Leamy Frances D. Lesser Charlotte S. Levy Mr.* and Mrs. Wayne H. Lewis Jr. Mr. and Mrs. G. Russell Lincoln Kenneth A. Linstruth, M.D. Robert R. Lucas 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 James A. (Dolph) and Fay-TVler Norton Mrs. R. Henry Norweb Jr. John F. Oâ&#x20AC;&#x2122;Brien Mr. and Mrs. Stanley C. Pace Margaret Patch Barbara H. Patterson Frederick W. Pattison

Katherine and James Pender Arvid S. and Marianne B. Peterson David R. Pierce and Philip M. Cucchiara Florence K. Z. Pollack Lucia C. Pomeroy Caroline Brewer Goff Prentiss Wilma Reid William Hughes Roberts Fred E.* and Virginia P. Roedger James L. Ryhal Jr. Lynn M. Sargi Bob and Linda Schneider Dr. Gerard and Phyllis Seltzer Mr. and Mrs. John Sherwin Jr. Mr.* and 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 Dorothy G. Wigglesworth Thomas R. Wigglesworth Hazel Martin Willacy George E. and Rolande G. Willis Genevieve and A. Carter Wilmot Mr. and Mrs.* H. Robert Wismar Jr. Anonymous(5) * Deceased

Kaufman Container Company G v Kenneth D. and Brenda J. Keating G v Keller Insurance Agency G v Maureen T. and John J. Kelley III G v Jacki Kenny G v Donald E. and Phyllis Keppler G v Mary Kerka G v Lois E. Kerr Testamentary Trust G v Michael J. and Elaine Kessler G v Key Foundation G v KeyBank, Fostoria Ohio G v Kenneth J. and Rosalie Kickel G v Stephen C. Kidwell G v Claire M. Kilbane G v James T. and Suzanne M. Kilbane O v Mary Kilbane G v Timothy Kilbane Kim Pecchio dba 16 Philomethian G v Gene R. and Marjorie E. Kinn G v David Kirshner G v Stanley W. and Gloriann Kish G v Lois G. Klaus G v Albert F. and Susan B. Klavora G v Dorothy E. Klemm G v Steve and Ellen Kmetz G v William J. and Jennifer A. Knaggs G v Howard Kneeland G v Clark W. and Mary B. Knierman G v Eileen K. Knight G v

NEVU D O N O R A D V I S E D F U N D S The Richard B. and Mary P. Ainsworth Fund Established by Joan H. and Richard B. Ainsworth Jr. in memory of his parents

<-\n The Association of Asian Indian Women in Ohio Fund Established to .support floats of the Association qf Asian Indian Women in Ohio through, programs that promote Asian Indian culture and Vie education of Asian Indian women and youth The Drs. Joseph A. and Sally E. Bauer Charitable Fund Established by Joseph .4. Bauer to support higher education in science, classical music and opera, and the history of dicing On The Harry and Marjorie M. Carlson Family Fund Established by Harry and Marjorie Al. Carlson to assist tin community and to include their children, Jim and Kay Carlson, in their grantmaking activities On Tim and Susan Curtiss Family Fund Established by Tim and Susan Curtiss to support charitable organizations in their community On The Frances G. and Lewis Allen Davies Endowment Fund Established by David G. and Adelaide S. Davies in memory of his parents and to include their children in charitable grantmaking On The Adela D. Dolney Fund Established by Adela D. Dolney to support charitable Case Western Reserve Universityâ&#x20AC;&#x2122;s. Department of Nutrition, South Dakota State University College of Family and Consumer Services, and other charitable purposes in the Cleveland community

ov The Eaton Employee Disaster Relief Fund Established by the Eaton Corporation to assist employees of Eaton Corporation (or of an Eaton subsidiary company) around the world in the event of a natural disaster

On The Fine Family Fund Established by Scott and Lauren Rich Fine to include their children in their grantmaking to the community

On The HRC/CEC Fund Established anonymously to support individuals who work with children ages 5 to 12 years of age, in thefields of education or allied health senice, to obtain thefunding necessary to continue their education On Kathryn and Paul Miller Family Fund Established by Richard M. and Joyce A. Burke in honor of her parents, tofocus on educational veals of the community On Bob and Linda Schneider Fund in Memory of Albert and Mary Schneider Established by Bob and Linda Schneider in memory of his pa rents, and to include their children

On Special Fund No. 9 Established by an anonymous donor to support the Cleveland community through grantmaking On The Joseph Tzeng Fund Established by Joseph Tzeng to support the educational and economic development needs of the community, with emphasis on the internet

On The Michael and DeBorah Waller World Development & Humanitarian Evolution Fund Established by Deborah and Michael Waller to support the Black Professionals Association and other charitable organizations in the community

On Charles D. Whitmer WSI Fund Established by Charles D. Whitmer to make make grants for community projects and to provide scholarship awards

NEW F IN D LA Y F U N D S M. Andrew May Scholarship Fund Established by Mark M. May to provide a scholarship to a graduate of Findlay High School On The University of Findlay Fund Established by The University of Findlay for scholarship assistance

NEW NAMED FUND S The Stanley I. and Hope S. Adelstein Environment Fund Established by Stanley I. Adelstein to provide financial support for secular environmental activities, programs and studies in the Greater Cleveland area

onThe Lois M. Applegate Charitable Gift Annuity Established by Lois M. Applegate and designated to the Women's Community Foundation Endowment Fund On The Early Childhood Endowment Fund Established by various donors to improve the quality of life in early childhoodfor all children in Cuyahoga County On The John Gabel Charitable Gift Annuity Established by John Gabel and designated to The Poetry Fund on The Edward F. Green Fund Established by the estate of Edward F. Green for the needs of the community On The Marcia G. Harvey Charitable Remainder Unitrust Establish* ~dby Marcia G. Harvey for the needs of the community

in grant making activities

1999

DONOR

LIST

John T. and Theresa Kocevar O n Alfrieda Koch O n Jerry and Lynn Koen O n Katsuo Kohari O n Vilma L. Kohn, Ph.D. On' Charlene Koliha O n Marilyn A. Komstedt O n John Joseph and Susan Jane Konieczny O n Jeffery' and Sue Ellen Korach o n Jen Korinchak O n Tauber S. and Joan Kornblut O n Frank J. Kosec O n James A. and Margaret Kost O n Norman and Laurie Kotoch O n David and Theresa Kotting Onâ&#x20AC;&#x2122; Ken and Terri Kovach O n Cynthia A. and Edward L. Kovacich Jr. O n Karen L. Kowalski O n Donna S. Kramer O n Krebs Insurance Agency O n Michael Krebs O n Richard J. and Rita Krebs On- Scott T. Krebs O n Lawrence L. and Linda L. Kreicher O n Debbie Krewitsky O n Raymond M. Kristosik O n Donna and James T. Krivanek III O n Kroehle-Fodor, Inc. O n Kathleen Krost O n Vincent J. Kubala O n Marie Kucharski O n

1>V

The Lake County Mental Health Center Fund Established by Point One â&#x2013; Behavioral Healthcare Nehrnrk to address the mental health needs of the residents of Lake County, and whenever passible, for the mental health needs of the County's children

The Harold L. and Patricia D. Williams Charitable Fund

Gv The Charles M. Lombardy Jr. Family Fund Established by Charles M. Umibardy Jr. to support St. Anselm Church

Gv Lucia McCurdy McBride Memorial Fund Malcolm L. McBride, Lucia McBride, John Harris McBride II & Malcolm Rhodes McCurdy McBride Established by the Estate of Lucia McCurdy McBride for the needs of the community

Established by Harold /â&#x20AC;&#x17E; II 'illia m to support

The Salvation Army of Greater Cleveland, The Cleveland Play House, The Beck Centerfor the Cultural Arts, The Great Lakes Theatre Festival and Playhouse Square Foundation

Gv The Ruth Williams Fund Established by Ruth Williams to support the needs of the community

Gv The Women Helping Women Fund Established by Dressfor Success to support programs which benefit women in the Greater Cleveland metropolitan area

Gv The Belle O. Morse Young Artist Award of the Cleveland Opera Fund Established by Susan Berson to proride an annual gift to the Cleveland Opera for the Belle 0. Morse Young Artist Award

NEVU O R G A N I Z A T I O N ENDOWMENT FUNDS

Gv Caroline Brewer Goff Prentiss Charitable Remainder Unitrust Established by Caroline Goff Prentiss for the needs of the community

GV The Real Rabbit Fund Established by Daune Culocini to honor the legacy of Teresa Ayers Hin man

The The The The The The The

East Side Interfaith Ministries Fund HELP Foundation Fund Irish American Archives Society Fund Nature Center at Shaker Lakes Fund Sigma Pi Phi Fraternity - Tau Boule Fund Women's Community Foundation Fund Youth Challenge Fund

Virginia P. Roedger Charitable Gift Annuity Established by Virginia P. Roedgerfor the needs of the community

Gv SBN Pillar Award Fund Established by Small Business News. Inc. to benefit the Cleveland community

GV The Robert and Shirley Schmidt Fund Established by James J. Hamilton to support Lutheran West. High School. American Red Cross Water Safety & Boating Department and Christ United Methodist Church

Gv The Richard E. Sering Fund Established by various donors to support Lutheran Metropolitan Ministry and its programs

Gv The Michael Skul Scholarship Fund Established by Robert E. Pfaff to support students in attaining their post-secondary educational goals through annual scholarships

GV The Rev. Lee A. Trotter Fund Established byfriends and family of Reverend Lee A. Trotter Sr. to benefit the educational needs of the community

NEW S C H O L A R S H IP FUNDS The Roy W. and Wilma Cade Scholarship Fund Established by Roy W. Cade to provide scholarships to support graduating high school seniors. Preference will be given to inner city applicants who intend to pursue educational studies in Christian ministry.

Gv The Judge Leo A. and Mrs. Gilberta Jackson Justice and Integrity Scholarship Fund Established by Linda Jackson Sowell to support collegiate students, primarily juniors and seniors, in attaining their educational goals through annual scholarships

Gv The Anna Mae D. Lang Fund in Memory of Harry and Annie Dwyer Established by Jean A. Lang and designatedfor scholarships to the Vrsuline College Nursing Program

Gv The Leadership Cleveland Scholarship Fund Established by Leadership Cleveland to providefundsfor scholarships to candidates selectedfor participation in the Leadership Cleveland Program

James Louis Kuchta G v Deidre F. Kundtz G v Dave Kuntz G v L LTV Steel Corporation G v Richard J. and Virginia A. Labus G v Erich and Debra Lachman G v Jerome F. and Antoinette Lacorte G v Ladies Auxiliary to V.F.W. No. 7754 G v William C. and Betty Jane Lahman G v Nora Lajoie G v Lakepoint Investment Partners LLC G v Lakewood Hayes PTA G v Lallo & Feldman Co., L.P.A. G v John Lamparyk G v Marie Reilly Lane G v Jean A. Lang G v Tom H. and Samie Lang G v Edmond and Gandolfa Laskowski G v Robert P. and Mary Ann Lasky G v Charles K. and Debra Laszlo G v Dennis E. and Cindy A. Latham O v Joanne Laurie-O'Brien G v Richard J. and Lisa Lawless G v William J. and Laura Lawless G v Joseph M. Lawrence G v Gary and Karen Laycock G v Geraldine A. Laycock G v Timothy E. and Colleen Laycock G v

SUPPORTING ORGANIZATIONS You, your fa m ily or a private foundation w ay crealc a supporting organization of The Cleveland Foundation, a special fu n d m ill its own grantmaking ability, investment objectives and board o f trustees. The supporting organization benefits from our professional staff, administrative services and favorable tar status.

The City of Cleveland's Cable Television Minority Arts and Education Fund Trustees: William Patmon, Roosevelt Coats, Dennis Knowles, Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill. Michael J. Hoffmann, Steven A. Minter, Hilary S. Taylor The Alton F. and Carrie S. Dans Fund Trustees: Mary Jane Davis Hartwell. Shattuck W. Hartwell Jr., M.D.. Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann The Findlay-Hancock Count} Community Foundation Trustees: G. Norman Nicholson, Chairperson Charles J. Younger. 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 Medical Mutual of Ohio Charitable Foundation Trustees: James M. Delaney, Robert N. Trombly, Thomas E. Wagner. Esq.. Steven A. Minter, Charles A. Ratner The Shenvick Fund Trustees: John Sherwin Jr.. Heather Sherwin, James E. Bennett, David G. Hill (completes term June 2000), Jacqueline F. Woods, David W. Whitehead (effective July 2000) The Billie Howland Steflee Family Fund Trustees: Billie H. Steffee, Susan W. Cargile, Steven A. Minter, Jon H. Outcalt, Sara K. Robechek 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, Adele Z. Silver, Hanna H. Bartlett. Rev. Elmo A. Bean (completed term March 2000), Henry J. Goodman, David G. Hill (effective April 2000), Albert B. Ratner

The Higley Fund Trustees: Albert M. Higley Jr., Beverly G. Higley, James M. Delaney, Steven A. Minter, Janet E. Neary The McDonald Fund Trustees: Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth. David G. Hill, Steven A. Minter

Billie Howland Steffee â&#x20AC;&#x153;The trustees of The Billie Howland Suffer Family Fund and / have done some exhilarating work to enhance the lives of people in Northeast Ohio. Our organization is an excellent c.rampie of what can happen when thoughtful and caring people consider philanthropy. "

1999

DONOR

LIST

Virginia A. Lazarowicz 04/ Leadership Cleveland Class of '99 O v Leadership Cleveland Bernard and Lena Leciejewski Michael A. and Jeannette M. Lee William E. Lefrancois Nancy Leichtman Terry J. Lenahan Ogy Anthony J. and Bridget Lenarth Frances Doolittle Lesser Ellis and Joan Lewin O v Bradley D. and Karla L. Lewis O v Cathy M. Lewis Steven W. Lieber Dr. Richard Lightbody O v Keith A. and Mary Ann Likar o w The Lincoln Electric Foundation Cheryl A. Lindsay Timothy M. and Jill M. Lis ^ Little G's Pizzeria Anne Halle Little O v Frank H. and Harriet S. Livingston Patricia M. Livingston o^> Blanche Livingstone Mary N. Lloyd-Booker ov^ Alex Lobardo Sally and Herbie Loeb Randolph C. and Linda Loeser Os*> Charles M. Lombardy Jr. i.w

INVESTMENT MANAGERS

Trustee Banks: Bank One Ohio Trust, Company, NA FirstMerit Bank, NA The Huntington Trust Company, NA Key Trust Company of Ohio, NA National City Bank Brokers: McDonald & Company Securities, Inc. Merrill Lynch Company Raymond James & Associates, Inc. Investment Managers: Davidson Partners Investment Counsel, LLC Gries Financial Corp The Investment Fund for Foundations Lakepoint Investment Partners, LLC Private Trust Company Roulston & Company, Inc. Silchester International Investors, Inc. Standish, Ayre & Wood Mutual Funds: The Capital Group Companies The Vanguard Group, Inc.

600 Superior Avenue, Cleveland, OH 44114-0183 123 West Prospect Avenue, Cleveland, OH 44115-1070 917 Euclid Avenue, Cleveland, OH 44115 127 Public Square, 17th Floor, Cleveland, OH 44114-1306 1900 East Ninth Street, Cleveland, OH 44114

800 Superior Avenue, Suite 2100, Cleveland, OH 44114 One Cleveland Center. 1375 East Ninth Street, Cleveland, OH 44114-1798 1800 East. Ninth Street, Cleveland, OH 44114

30195 Chagrin Boulevard. Suite 350W, Cleveland, OH 44124 1801 East Ninth Street. Suite 1600. Cleveland, OH 44114-3100 2405 Ivy Road, Charlottesville, VA 22903 Key Tower, 127 Public Square. Suite 4130. Cleveland, OH 44114-1216 1422 Euclid Avenue, Suite 1130, Cleveland, OH 44115 4000 Chester Avenue. Cleveland, OH 44103 780 Third Avenue, 42nd Floor, New York, NY 10017 One Financial Center #426. Boston, MA 02111

333 South Hope Street, Los Angeles, CA 90071-1443 P.O. Box 2900, Valley Forge, PA 19482-2900

Alan E. and Patricia London O n Belle London O n Gail Long O n Theodore W. Long Jr. O n Barbara Lontor O n Daniel J. and Theresa Lopresti Cynthia L. Losak Deb Lottman O n Naomi A. Lovejoy O n Luella Hannan Memorial Foundation O n Lutheran Metropolitan Ministry Association O n Steve Luttner O n Angeline Lyman O n Deann Lynch O n Jeanne Lyons O n M M C Properties O n M F V P, Inc. dba Fazio's O n Alex Machaskee O n Mary Louise T. Madigan O n Robert P. Madison On1 Sherry A. Madison O n Maher-Melbourne Funeral Home O n Matthew R. Mahon O n Jan Mahoney O n Richard J. and Pamela W. Makowski O n Michael R. and Janice Malovasic O n Frances Mamrak On- Maureen T. Mancuso O n Martie Mannella O n R. M. and C. Mangino O n Charlotte Mann O n Paula A. Mansfield O n

Board of Trustees and Distribution Committee

Officers

Senior Staff

A. Minter and Catharine Monroe Lewis

Catharine Monroe Lewis, Chairperson

John Sherwin Jr., Vice Chairperson

James E. Bennett I

Doris A. Evans, M.D.

Benson P. Lee

The Reverend Dr. Otis Moss Jr.

James V. Patton

Charles A. Ratner

Jerry Sue Thornton

Jacqueline F. Woods

Julianne Goss

Steven A. Minter

J.T. Mullen

Goldie K. Alvis

Caprice Bragg

Kathleen A. Cerveny

Robert E. Eckardt

William S. McKersie

Stephen Rowan

Jay Talbot

Lynne E. Woodman

Alex Machaskee

B O A R D OF T R U S T E E S A N D D I S T R I B U T I O N C O M M I T T E E The Board of Trustees and Distribution Committee governs the Foundation, establishes policy, sets priorities and makes final grant decisions. All members are volunteers serving a maximum of ten years. The Board appointment, process ensures a broad range of views and knowledge. The Trustees Committee, comprised of one representative from each of the Foundation's trustee banks, appoints five members. Trustees Committee Garj’ R. Allen, KeyBank, NA Barrie (1. Christman. Huntington National Bank Bruce kephart, PirstMerit Bank, NA William E. McDonald 111,National City Bank Timothy A. Tobey, Bank One, Cleveland, NA Public officials appoint five members: one member each is appointed by the chief judge, United States District Court. Northern District of Ohio, Eastern Division; the presiding judge, Probate Court of Cuyahoga County: the chief justice, Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the president of the Federation for Community Planning. The five “public" appointees choose one member.

Catharine Monroe Lewis Chairperson, Appointed 1994 by the Trustees Committee Cathy Lewis is a minority owner of Resource Careers, an international compa ny specializing in spouse employment services for dual-career families. She is a past president of Rainbow Babies and Childrens Hospital and a trustee of Baldwin-Wallace College. University Hospitals Health System, University Mednet, Qualchoice Health Plan and the Center for International Health. She served on the Citizens’ Committee on AIDS/HIV which devised Cleveland’s strategy for AIDS prevention, education and service delivery and is chair of its successor organization, the AIDS Funding Collaborative. She is a graduate of Leadership Cleveland and recipient of the YWCA's 1992 Career Women of Achievement Award and the 1998 Creative Philanthropy Award from the Women’s Community Foundation.

John Sherwin Jr. Vice Chairperson, appointed 1996 by the Trustees Committee Jack Sherwin. President of Mid-Continent Ventures Inc.. is Director of the Shorebanc Cleveland Corporation. He serves on the boards of Brush Wellman Inc. and Encelle. Inc. He is vice chairman of The Cleveland Clinic Foundation and is a trustee of The Holden Arboretum, John Carroll University, the Great Lakes Science Center and Westminster School. He has a long involvement with The Cleveland Foundation serving as president of The Sherwick Fund, the nation’s first supporting organization, created by his father in 1969.

1999

DONOR

James E. Bennett III Appointed 1994 by the Trustees Committee Following 30 years at. McKinsey & Company, in 1998 Jim Bennett joined KeyCorp as senior executive vice president. At, McKinsey he served as man aging director for Canada, managing director of the Clevela.ncp’ittsburgh Office Complex and member of the worldwide Shareholders Committee. He is a trustee of Cleveland Today and United Way Services and is Chairman of the Greater Cleveland Media Development Corporation and of the Cleveland Initiative for Education. He holds a bachelor’s degree from Cornell University and a juris doctor degree from Harvard University Law School.

Doris A. Evans, M.I). Appointed 1992 by the Trustees Committee Dr. Doris Evans, a pediatrician whose private practice emphasizes preventive health, is a clinical professor of Pediatrics at Case Western Reserve University. The former executive director of the Glenville Health Association, she is a past director of Ameritrust Corporation, Ameritrust Company National Association and Ameritrust Development Bank. She is a director of KeyBank and a trustee of Cuyahoga Community College Foundation A mem ber of the American Academy of Pediatrics, Northern Ohio Pediatric Society and Cleveland Medical Association, she is also a lifetime member of the NAACP and an active member of Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the University of Chicago and a doctor ate in medicine from Case Western Reserve University.

Benson P. Lee Appointed 1998 by the President of the Federation fo r Community Planning Benson Lee is president and chief executive officer of Technology Management. Inc. He is a trustee (emeritus) of Cornell University, serving on the Cornell Research Foundation and the Advisory Boards of the East Asia Program and Division of Biological Sciences. He is an advisory member of the University of Pennsylvania’s Board of Overseers of the School of Engineering and Applied Sciences and chairs the Bioengineering Advisory Council. Locally, he is a former trustee of the Federation for Community Planning and Cleveland Scholarship Programs, Inc. He was a founding trustee of the Cleveland Tomorrow Center for Venture Development, now Enterprise Development, Inc. He received his bachelor’s and master's degrees in electrical engineering from Cornell University.

Alex Machaskee Appointed 1996 by the Chief Justice, Court of Appeals, Eighth Judicial District of Ohio Alex Machaskee is publisher, president and chief executive officer of The Plain Dealer. He serves as vice president of The Musical Arts Association and is on the boards of the Ohio Arts Council, Convention and Visitors Bureau of Greater Cleveland, University Circle Incorporated, Greater Cleveland Growth Association, Cleveland Tomorrow. The National Conference, the Great Lakes Science Center, United Way Services and Cleveland Initiative for Education.

LIST

Boyd E. and Adelle Mapstone ‘‘Vs.- Alan J. Marcinonis Silvio Margiotta Judith A. Marinelli Robert J. and Carole A. Markovic O v Erin Marks The Marlin Company Scott C. and Jennifer L. Marlow Matthew Marrie John and Alice Marron C\v Mary Martello i Scott H. and Margaret A. Martyn Os* Bridget M. Marzullo Joe Massi Cement Contractor, Inc. James P. and Josephine Mastrangelo Donald and Marion Mastrobuono Mario Mastroianni Jr. Kevin and Darci Mateosky Alice C. Mathews O v Norman L. Mathews Mark Matteo Lena Matyk Mark M. and Elizabeth A. May Renee Maycrovich Michael J. Mayer Mayfield Heights Lions Club Maywood Landscaping Co. Edward P. and Suzanne M. Mazzetta Gerald J. and Phyllis R. McAdoo

EXECUTIVE OFFICERS The Reverend Dr. Otis Moss Jr.

Steven A. Minter

Appointed 1998 by the Chi^f Judge, U.S. District, Court, Northern District of Ohio The Rev. 01 is Moss Jr. has been pastor of Olivet Inst itutional Baptist Church since 1975. Named by Ebony magazine as one of America’s greatest black preachers, he has been involved in the civil rights movement for more than 35 years. A founding board member of the Greater Cleveland Roundtable, lie currently chairs the board of trustees of Morehouse College, lie holds the bachelor of arts degree from Morehouse College and the master of divinity degree from Morehouse School of Religion of the Interdenominational Theological Center He also holds a Doctor of Ministry degree from United Theological Seminary in Dayton, Ohio.

President and Executive Director, joined the staff in 1975 Steve Minter has seived since 1984 as the Foundation’s seventh chief executive officer, lie formerly was Massachusetts Commissioner of Public Welfare and the first Under Secretary of the United States Department of Education. He currently is a trustee of The Cleveland Initiative for Education, Leadership Cleveland and The College of Wooster, as well as a director, of several corporations. He also serves in a number of national and regional organizations. He is a graduate of Baldwin-Wailace College and holds a mas ter’s degree in social administration from Case Western Reserve University.

James V. Patton Appointed 1991 by the Presiding Judge, Probote Court of Cuyahoga County Jim Patton, a retired vice president of Medical Mutual of Ohio, serves as a consultant in government relations, health policies and business affairs. He is a member of the board of directors of Medical Mutual of Ohio. He has served on the executive committee of t he National Foundation of the March of Dimes in Cuyahoga County, the Cleveland Academy of Medicine’s Cost Containment Committee on Health Education, and as vice chairman of new business development for United Way Services. He has also served on the boards of the Cleveland Advertising Club and Holy Name High School, the advisory board of Catholic Social Services of Cuyahoga County, and as a trustee of the American Cancer Society's Cuyahoga County Division. He is a graduate of Cleveland State University and holds a certificate in business management from John Carroll University.

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

Jerry Sue Thornton Appointed 1995 by the Mayor, City of Cleveland Dr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. Prior to that appointment, she was president of Lakewood Community College in White Bear Lake, Minnesota. She co-chairs the Empowerment Zone Citizens’ Advisory Committee, serves as vice-chairperson of the St. Vincent Quadrangle. Inc., and is a trustee of 12 other community organizations including United Way Services, the Rock and Roll Hall of Fame and Museum, and the Greater Cleveland Roundtable. She serves on the boards of Applied Industrial Technologies, National City Bank and RPM Inc. and is a non-voting member of the board of the Cleveland Municipal School District.

Jacqueline F. Woods Appointed 1998 by the Trustees Committee Jackie Woods is president of Ameritech Ohio. She serves as chair of the Great Lakes Science Center. She is on the boards of the Greater Cleveland Chapter of the American Red Cross, the Ohio Business Roundtable, Cleveland Tomorrow, Playhouse Square Foundation, the Ohio Foundation of Independent Colleges, The Musical Arts Association, The Ohio State University Foundation and Muskingum College. She is a graduate of Muskingum College.

Susan Lajoie Eagan Executive Vice President, joined the staff in 1980 Susan Eagan leads the Foundation’s program and grantmaking activities, and directs strategic planning and coordination across all Foundation functional areas. She co-chairs the Ohio Courts Futures Commission and serves on the boards of Women & Philanthropy and the Communications Network in Philanthropy. She also has held significant leadership positions in Ohio Grantmakers Forum and the Forum of Regional Associations of Grantmakers. She holds a Ph.D. in public policy from the John F. Kennedy School of Government at Harvard University and has taught at the University of Massachusetts.

J. T. Mullen Chief Financial Officer/Treasurer, joined the staff in 1987 J.T. Mullen is responsible for the Foundation's financial management and information systems, A former manager with Arthur Young & Company, he also worked for the Board of Cuyahoga County Commissioners. Currently, he serves on the Investment Committee of United Way Services and the board of Ohio Grantmakers Forum, where he chairs the Finance Committee, and the Investment Committee of The Findlay-Hancoek County Community Foundation. J.T. holds a bachelor’s degree in business administration from Cleveland State University.

Teri A. Hansen Vice President fo r Gift Planning and Donor Relations, joined the staff in 1998 Teri Hansen oversees all gift planning services and donor relations for the Foundation. She is a member of the National Planned Giving Committee, National Society for Fundraising Executives, two committees of Community Foundations of America, National Advancement Network for Community Foundations, Cleveland Rotary and Cleveland Committee on Foreign Affairs. She holds a degree in journalism from San Diego State University and attend ed Indiana University’s School of Philanthropy.

Lynn Sargi Vice President fo r fo r Human Resources and Administration Joined the staff in 1986 Lynn Sargi oversees the Foundation’s human resources, facilities management, office services and records management functions. A certified compensation and human resource professional, she served as manager of human resources before being promoted to her current position. She is a member of the American Compensation Association. Human Resource Planning Society and the Society for Human Resource Management. Lynn is a graduate of Notre Dame College of Ohio.

Leslie A. Dunford Chief of Staff and Corporate Secretary, joined the staff in 1990 Leslie Dunford has served as the Foundation’s corporate secretary since 1997 and was named Chief of Staff in 1999. Prior to that time, she held a number of positions in program and administration. She is the Foundation’s liaison to its Board of Trustees and legal counsel and serves as an advisor on matters of governance, community events, management and general Foundation opera tions. She is a member of the American Society of Corporate Secretaries. Leslie holds a bachelor’s degree in communications from Gannon University.

G v Estate of Lucia McCurdy McBride G v Sharon W. McBride Paul McCaffrey G v Craig A. and Gina McCartney G v Deborah McColloch G v Kris McCrone G v M. Bernadette McCrone Robin H. McCrone G v Estate of Charles R. McDonald G v Robert E. McDonough G v Shannon McGreal G v Thomas M. McHenry Inc. G v Michael J. and Catherine McKinley G v Thomas C. and Marilyn C. McLaughlin G v Rev. Marvin McMickle G v Judge James J. and Toddy McMonagle G v Robert McMurray G v Mike McNally G v Amy M. McNea G v Maureen A. McNea o v J. Peter and Natalie McNerney G v David P. and Patricia McNicholas G v Janet M. and Mary Francis McNicholas G v Donald M. and Sandra B. McPherson O v Stephen A. Meacham Medical Mutual of Ohio, Inc. G v Medical Office Service, Inc. G v Tony Mellon G v

SENIOR STAFF Goldie K. Alvis

Michael -J. Hoffmann

Si -i/inr Program Officer. Social Sen-ices, joined the staff in 1985 Goldin Alvis servos as vicn-chair of the Cuyahoga County Human Services planning committee advising on welfare rnforin implementation. She is a member of the stenring committee on Children Who Witness Violence and the advisory council for a Comprehensive Strategy on Deliquency Prevention and •Juvenile Justice. A 1999 recipient of the YWCA Greater Cleveland Women of Achievement Award, she holds a master's degree in social administration from the Mandel School of Applied Social Sciences at Case Western Reserve University and a juris doctor from Cleveland-Marshall College of Law.

Senior Program Officer, Philanthropic Services, joined the staff in l!)SI Michael Hoffmann is principal staff to the Lake Geauga Fund, seven of the Foundation's supporting organizations, and several donor-advisor funds. A former treasurer of the Cleveland Municipal School District, he holds a bachelor of arts degree from Fenn-Clcveland State University and a master of business administration from Case Western Reserve University.

Caprice Bragg Gift Planning Officer, joined llie staff in 1999 Caprice Bragg joined the Foundation from KeyCorp Management Corporation, where she was a vice president and assistant Ingal counsel. Formerly, she was a human resource consultant for Ernst & Young and an employee benefits associate with Benesch, Fried lander. Coplan & \ronoff. She holds a degree in English and government from Oberlin College and a juris doctor from New York University School of Law.

Kathleen A. Cerveny Senior Program Officer, Arts and Culture, joined the staff in 1991 Kathleen Cerveny has been a working artist, educator, development officer and award-winning producer of arts programming for public radio station WCPN. A graduate of the Cleveland Institute of Art, she has exhibited her artwork nationally. She is a past board president of Ohio Designer Craftsmen and currently serves on the Executive Committee of Grantmakers in the Arts, a national service organization.

Robert E. Eckardt Senior Program Officer. Health, and Manager of Grant Evaluation Joined the staff in 1982 Bob Eckardt manages grantmaking in health, aging and environmental affairs and oversees grant monitoring and evaluation. He serves on the boards of Grantmakers in Health, Grantmakers in Aging and chairs the Grantmakers Evaluation Network. He holds a certificate in gerontology and a doctorate in public health with a specialty in health policy from the University of Michigan.

Julianne Goss Gift Plan ning Officer, joined the staff in 1999 Julianne Goss joined the Foundation from the Central Indiana Community Foundation. While in Indiana, she served as a program officer and worked extensively with donors, matching their charitable goals to the needs of the community. She is a member of the National Committee on Planned Giving and the Advancement Network of the Council on Foundations. Julianne holds a Bachelor of Science in arts administration from Butler University.

1999

DONOR

William S. McKersie Senior Program Officer, Education, joined llwstqffin 1997 Bill McKersie oversees grantmaking in elementary, secondary and higher education During 1999-2000, he is serving on a statewide commission to help review the Ohio Department of Education, lie also serves on the Board Education Committee of the Public Education Network and is an advisor to the Ohio Principals’ Leadership Academy. Bill roads every other week to first and second graders in a Cleveland public school. He. holds a Ph.D. in educa tion from The University of Chicago.

Stephen Rowan Program Officer, Economic Development, joined the staff in 1996 Stephen Rowan was formerly a partner of Ulmer & Berne, LLP and chief deputy administrator of the Board of Cuyahoga County Commissioners. His civic act ivities include involvement with the Cleveland-Marshall College of Law Alumni Association and United Way Services. He is a graduate of Cleveland-Marshall College of Law and Trinity Theological Seminary.

Jay Talbot Senior Program Officer, Civic Affairs Manager of Special Projects, joined the staff in 1984 Jay Talbot manages the Foundation's program activities in civic affairs and manages special interdisciplinary projects. He is a board member of the Village Capital Corporation and is active in the Greater Cleveland Growth Association’s Jobs and Workforce Initiative. He holds a master of business administration from Xavier University.

Lynne E. Woodman Director of Communicaliom, joined the staff in 1993 Lynne Woodman has been a professional musician, journalist and educator, and worked in corporate and nonprofit communications. She chairs the Donors Forum of Ohio Statewide Communications Committee and is a mem ber of several national professional organizations. She holds a bachelor’s degree in music from Ohio Wesleyan University and a master of business administration from Case Western Reserve University's Weatherhead School of Management.

LIST

Fernando Mendiola Jr. O n Dorothy P. Mercer O n John Mercotte O n Meritech Blue O n Peter Messina O n Jeffrey W. Metzger O n Gerald H. and Bette S. Meyer O n Glenn J. Meyer O n Michael Reese Health Trust O n Anthony R. and Carol J. Michel o n Douglas A. and Nancy J. Michelsen O n Midwest Equipment Co. O n Michael M. Mikes O n Ruth A. Miles o n Chris Miley O n Alan M. and Janet Miller v *n Donald P. and Judy R. Miller O n Elizabeth W. andJohn W. Miller Jr. O n Kenneth L. and Betty B. Miller O n Sheryl A. Miller O n William C. and Doreen G. Miller O n Lewis B. and Rebecca Mindlin O n Roy A. and Dawn M. Minger O n Steven A. Minter O n Minute Men, Inc. o n Moen Incorporated o n Marcia E. Moll o n David G. Molyneaux and Judi Dash O n Burrell C. Moody on- Peggy Moran O n Marc and Lana Moresky

Executive Office

Communications

Si even A. Minter, President tntd Erecutive Director Susari L. Eagan, Executive Vice President Leslie A. Dunford, Chief ofStaff and Corporate Secretory Diana L Davis, Executive \snistant Lois ,1. Kowalski, Executive Assistant Ardine I,. Simon, Executive Assistant, Executive Office and Human Resources and Adminislration

Lynne E. Woodman. Director of Communications Lyz A. Bly, Communications Associate Marcia L. Bryant, Communications 1ssislant

Human Resources and Administration Lynn M. Sargi, Vice President fo r Human Resources mid Administration Suzanne L. Bloomfield, Human Resources Administrator Martha A. Burehaski. Receptionist Janet M. Carpenter. Facilities Management. \dminislralor Linda M. Estacion, Office Services Administrator Pierretta H. Wingfield, Records Management Administrator Patricia F. Berke-Takacs, Records Technician/Program Assistant Tiffanie C. Colston, Records Technician/Program Assistant A rts

and Culture

Kat hleen A. Cerveny, Senior Program Officer Gita C. Gulati-Pai Ioe, Program Associate, Arts and Culture and Education Alicia M. Ciliberto, Program Assistant. Cultural Affairs mid Philanthropic Services Joan M. Cerne, Program Assistant

Civic AfTairs and Economic Development Jay Talbot. Senior Program Officer. Civic Affairs, iManager of Special Projects Stephen Rowan. Program Officer. Economic Development Pamela L. George, Program Associate, Civic Affairs, Economic Development and Executive Office Arline Z. Nosse, Program Assistant

(iift Planning and Donor Relations Teri A. Hansen, I ice President for dip Plan ning and Donor Relations Nancy McCann, Director of G if Planning and Donor Relations Caprice II. Bragg, Gift Planning Officer Julianne Goss, G if Planning Officer Lavetta E. Jones, G if Planning and Donor Relations Administrator Valarie L. Butler, Gift Planning and Donor Relations Assistant Carol A. Hellyar, Gift Planning and Donor Relations Assistant Diane C. Kaszei, Gift Planning and Donor Relations Assistant Marvelous Ray Baker, Scholarship Administrator

Finance and Information Systems J.T. Mullen, Chief Financial Officer/Treasurer Deanne M. Machen, Financial Administrator Jean A. Lang. Senior Manager Kathy S. Parker. Controller William Von Alt, Director of Financial Services Mary Glink, Accountant Florence Ghosn. Accountant Mae Karim, Accountant Karen Louie,Accountant Janice M. Outright, Manager of Information Services David L. Mueckenheim, Programmer/Analyst

General Counsel Malvin E. Bank. Thompson, Mine & Flory LLP Staff as of May 1. 2000

Education William S. McKersie, Senior Program Officer Alida R. Oatman, Program Assistant

Health and Environmental Affairs Robert E. Eckardt, Senior Program Officer. Manager of Grant Evaluation Stacey M. Easterling, Program Associate, Health, Environmental Affairs and Grant Evaluation Charlotte J. Morosko, Program Assistant

Social Services Goldie K. Alvis, Senior Program Officer Marci Bernstein Lu, Program Associate, Social Services and Executive Office Linda Harris Stewart, Program Assistant

Philanthropic Services Michael J. Hoffmann, Senior Program Officer Principal Staff Lake-Geauga Fund and Supporting Organizations Beth Darmstadter-Volz. Program Associate, Philanthropic Services and Health Mary C. Zins, Program Assistant

Lynne E. Woodman. Editor Lyz A. Bly, Associate Editor Marcia L. Bryant. Editorial Assistant Jean A. Lang. Editorial Assistant Kathy S. Parker, Editorial Assistant Hâ&#x20AC;&#x153; N Design, Graphic Design unirwMn.com. Principal Photography: Marius A. Chira. Kira Photography, Don Snyder Photography Additional Photography: Casey Batule. A1 Fuchs. Laura Gooch, Brigitte Lacombe, Peter Nguyen. Darryl Polk Photography, Tom Ritter Photography, Mark Royce. Bruce Zake & Company (page 11), Jeanne Van Atta, Green Street Studio Photo Collage: Pat Kilkenny For a copy of our 1999 grants list, complete financial statements or permaÂ nent funds list, please call our communications department at 216.861.3810, ext. 71-12 or e-mail us through our Web site at. wwv.clevelandfoundation.org

' Ethel Moroff G v Estate of J. Howard Morris Jr. G v Joan R. and Dr. Edward A. Mortimer Jr. G v John and Karen Gabriel Moss <.>v Gregory and Deborah Mott G v Sandra Calvert Mueller Os*.- Margaret Mulligan G v John J. and Patricia M. Murphy G v Terence C. and Ina Murphy G v Thelma Murphy G v Basil J. and Margaret Bigley-Musnuff G v Elizabeth L. Myers G v John Charles Myers and Mary E. Kilbane G v N Gilbert E. and June T. Nadeau G v Mary R. Napoli G v National AIDS Fund G v National Paper & Packaging Co. G v Timothy L. and Kathleen A. Nealon G v Simone M. Nekl G v Gordon J. and Barbara Nelson G v Ronald A. and Dianne Nelson i>v Nancy J. Nemeth-Stavros G v Kathleen M. Neroni G v John G. and Karen R. Nestor G v T. F. and Florence Neubecker G v The New York Community Trust G v

1999

DONOR

LIST

Richard F. and June M. Newell Pat Nichol Thomas and Barbara Nieser O v North American Lumber Company c w North Eastern Ohio Education Association Northeast Marketing, Inc. NortheastOhio World Link Northfield Inn, Inc. Northfield Park Associates O v Doris A. Norton O v Dr. James A. Norton and Fay-Tyler Norton t>v Patrick Norton O v Notre Dame - Cathedral Latin O v Notre Dame High School Class of 1999 Maria Novak i 'w William N. Novicky c \v Lisa S. Nussbaum O OPSS Pension Benefit Guarantee Corp. Barbara O'Brien o^> Robert J. O'Brien Jr. O&; Frank and Miladys Ocasio Patrick J. and Nancy H. O'Connor <->&.' Amy G. O'Dea o w Robert F. and Joan S. Oelschlager Ohio Cable Telecommunications Association O v Ohio House Flower Fund O v The Ohio Humanities Council Ohio Savings Bank F.S.B. o^> Arthur W. and Cynthia Ohl Bradley R. and Kellie J. Ohlemacher cv^> Okinawan Karate Center Old Fort Banking Company (-Av Old World Industries, Inc. dba Old World Auto Barry L. Olson o w Michael and Judith O'Malley One-Eleven Group O v Daniel P. O'Neil O v Patricia and Thomas J. O'Neil Jr. Open Society Institute O v John D. and Ruanne Opie ^ Doug Orban c^.- Leslie Organ Gary M. and Ellen M. O'Rourke Samuel G. and Rose M. Orr O v Donna M. Ott o&> Joseph M. and Joann Ovnic c^> Audrey Owen Richard A. and Lisa K. Owens O v P PAR Associates, Inc. c w Joseph and Mary Pacifico Package Service Company, Inc. o&.> Celina Pagan ov&.- Jewell Painter Albert and Katherine F. Pajestka Palmer Supplies Company Monique M. Panzeter c^ i John A. and Madeline Paratore ^ Mark and Monica M. Paratore Thomas A. Park O v Thomas W. and Therese M. Pasadyn George and Linda Paskert David J. and Lynda M. Paterniti Patrick Construction Co., Inc. Kathleen A. Patterson Colleen Patton Eileen Patton O v Tommie Lenora Pradd Patty O v Char Pawul c \v James E. and Margaret Ralston Payne <->&.• William H. and Jane L. Payne Pearl Rug Company Om Jimmy Peay O v Barbara Sue and Nicholas Peay Jr. MacGregor Peck o&.Gregory J. and Linda S. Peiffer O v Penn and Associates Perconti Masonary Perkins Charitable Foundation Olivera E. Perkins Paul Pestello O v Kris Petersen Todd and Susan Petersen Vincent F. and Dorothy Peterson c^,> Joseph and Nancy Friedman Petko Oiy> John and Darlene Petralia o v Diane and Joseph Petrick Jr. J. M. and N. E. Petro c w Gordon J. Petronsky c w Norman R. Petruccelli o^.- Catherine and Michael Pezzente Michael A. Pezzente Jr. Robert E. Pfaff ovs*' Charles E. Pfeifer Howard M. and Dolores N. Pfleiderer Mary Anne Philipps c w Dorothy Phillips Fred and Joan Phillips Mark E. Phillips Andrew J. Piech O v Florence J. Pietrangelo c w Anthony R. and Pamela G. Pietromica Carrie Pilgrim O v Jon Pilgrim Antonio and Loretta Pilla Gilles Pinault <•>&.’ Benjamin Pintabona Joseph and Kay Pirichy Ronald E. and Nina Pittock Plain Dealer Charities, Inc. Richard W. and Patricia R. Pogue c w Point One - Behaviorial Healthcare Network Carol A. Pointer Eric S. and Robin L. Polack O v John Polito Christine L. Pompeii c \v Richard F. Pool Family Living Trust Dr. Janet M. Poponick o&.* Jeanette F. Potts Peter and Vicki Pozzuto Premier Sales Group Caroline Brewer Goff Prentiss James Price Marc L. and Jean A. Price c w Michelle J. Prijatel Keith Prior Max R. and Linda J. Proffitt cv^» Progressive Corporation Progressive Plastics The Progressive Solutions Group The Project Management and Wheel Brake GPT Cv^ Public Policy Consultants, Inc. John and Rosetta Pucella Robert Puinno O v Virginia Puklavec Angelo J. Pullella o&.> Domenic A. and Ellen Pullella Anna M. Puntel Os*- Anthony M. and Gail Puntel Arthur R. and Marilou Puntel Caroline C. Puntel O v Gene and Elizabeth Puntel Joseph J. and Brenda Puntel Ken Puntel Marcia M. Puntel >.~W Ralph Puntel Robert D. and Jo Ann Puntel Wayne T. and Betty Puntel ovs*’ Q Gay D. Quereau c w Thomas J. and Joan R. Quigley Shaun T. Quinn R R & J Security Consultant, Inc. R & L's Restaurant, Inc. dba Lucio's Restaurant <.>&.’ Terry V. Radi O v Charles A. and liana H. Ratner Os»> Kim M. Raymond 0 ^> James B. and Regina M. Reagan O v Mark Real Rachel Redmond Dennis W. and Carol L. Reffner O v Frank Regalbuto rvfc.’ Charles E. and Kathleen A. Reinker Mr. and Mrs. Carl Reiter o w Luci Remchick Michael A. and Violet Retino The Retirement Research Foundation c^> Edward F. and Agnes M. Rezny cvs*- Robert R. Rhodes Testamentary Trust Ofc.- John K. and Doreen Riccardi William R. and Jane Rice Marionette Richardson Chris Richmond John and Patricia Riddle O v Linda L. Riegler O v Riley School Daniel A. Rinicella Ristorante Giovanni's Frank Ritz Rizzo Management O v Robert C. Lindsey School PTO Rochelle L. Robin Rosiland Robinson cv^’ Kathleen M. Rocco cvs„> Rock and Roll Hall of Fame and Museum Charles Rockman O v Fred E. and Virginia P. Roedger Craig Roeper Sherry Rogers Kellie L. Rollins Paul Rolnick G v Charles B. and Carol M. Rose Chuck and Melanie Rose Brent Rose Frank and Traci Rose o w Joan Rose Norton W. Rose cv^> Rick L. Rosen O v Tim and Amy M. Rosenbaum Daniel M. and Lois C. Ross Dolores M. Ross Richard A. and Anne C. Rossman O v Nancy J. Roth <■ >& ► ’ Robert M. and Michele Roulan o&,> Sheila Routh Stephen and Cynthia Rowan Vernon Rowland ( V Rosanne and Albert H. Rubino Jr. O v Barbara Rucker Daniel W. and Mary Ellen Runge Betty J. Ruther Margaret A. Ryan John T. and Blanche S. Ryder Kathleen M. Ryder c^> S Kenneth R. Sacks Mark Sage Michael M. and Amy S. Sala John and Sheila Salem Jim Samenuk Samuel I. Newhouse Foundation, Inc. <■>&,' Glenn E. and Lori Sanders O v Barry J. Sands Helen Sankey Rev. Dr. H. Paul Santmire Larry M. and Nancy Sapanaro Frank and Anastasia Saridakis Linda A. Saridakis 0&.’ Robert J. and Josephine Sawyer Paula F. Scahill oj*> Larry Scarpino J. Jeffrey and Colleen N. Schaper c\&,- Kathleen M. Schein O v Paul B. Schimmel Daniel J. and Jennifer R. Schindler Jerold J. Schlesinger Russell W. and Ethel D. Schmidt William and Ayman Schmitz Schnair Sales Company c\^ Robert J. and Linda B. Schneider O v Carl J. Schorr Charles A. Schraibman Jennifer D. Schultz Gordon J. and Janet K. Schutt Steve Schwab Annette S. Schwegler Donald J. and Virginia Scott Russell H . and Mae Belle Scott o&.’ Carol Seabon Doug Seabush Elizabeth and Ellery Sedgwick Jr. «.'■*&.' John F. and Mary Sedney Seegott Inc. Laura J. Sekola Steve Selby c w William and Annette Selick Laura Semenzin Seneca Re-Ad Industries, Inc. Wesley Karl and Muriel I. Senseman Alfred M. Sforzo John Sforzo Shaker Lakes Regional Nature Center Shaker’s Food, Inc. William and Shirley Shapero John Sharky Family Ben and Judith Sheerer Angela M. Shellhammer Sherwin-Williams Jack J. and Alice A. Shields O v Harry and Betty Shiff Michael G. and Joyce N. Shinn c w Shipper's C & D Corp. David Short Ofc,’ Joseph J. Sidari Jr.

Sigma Pi Phi Fraternity - Tau Boule cva,- Reuben and Dorothy Silver Frank J. and Cathy Simoni David and Ellen Simpson Paul Simundza Mark Singleton O v Norma R. Singleton Sink's Florists, Inc. n n Dianne L. Siragusa o v Michael C. and Doris M. Skinner cvv Joe Skur Thomas F. Slater c\vJ£oberHW -Sloan Leonard Sloane <■>&,' Thomas E. and Rene Sluiter c w Small Business News, Inc. Diane Smetana Amy E. S p ^ fn O v Cydney Smith Ojy Fontella Y. Smith O n Mary J. Smith Oa^ Richard M. and Madelyn Smith <•>&.' Shari Smith Todd Smith anc^Catherine Boyle Edith Snider Estate of Frances L. Snider O v Joanne E. Snider c w Kristen L. Snyder Sharman F. Soeder <■%&,’ JEpian V. Sokol Jerry Sorkin Frank U. Sowell and Linda A. Jackson Sowell Adrienne A. Spackman William Spak Specialty lu b rica n ts Corp. o&.- James W. and Eleanor Speck O n Sharon Spellman Os*> Martin A. Spiegle O v Peggy Spino H. Charles and Elian Ifamilton Spring Squire, Sanders & Dempsey, L.L.P. cvv St. Catherine's Care Center St. Gregory the Great School ‘■'w Terri Stabile #v&.' William Stacey Chris D. and Annette Stallano O v Terry B. and Katherine M. Stamp Stan Goss and Associates Inc. SeanMtanic c w Ed and Betsy Starr Os*> Tina Starr Tracy Starr Fundraising Event Ojy> The Starr Foundation State Credit Financial Managerfipnt Group O v Cathy A. Stawarski Susan M. Stawarski Thomas H. and Rita M. Stawarski Curt Steed Joan M. Steidl DcLglas E. and Susan E. Stemen Dr. Timothy L. Stephens Jr. cv^> Stern Advertising Inc. Jim and Sue Stevenson Gfc.- Barbara L. Stewart ^ Gary Stewart O v Tamra M. Stokes c w Ron Stolz Dale B. and Nancy Stork Strait Wheels Auto, Inc. Donald L. and Melva Streets Ralph E. and Barbara N. String Oa*> Struggling Within Leber's Reverse Raffle ^ Robert and Sandy Studier Mary Stumpf Jolln Such Elizabeth A. Sullivan Elna I. Sullivan Joseph M. and Linda K. Sullivan Sun-Fast-lc, Inc. Sunview Home Improvement Qd., Inc. Supper's Ready, Inc. Daniel A. Sustar James S. Sustar Katherine M. Sutkow William A. Sykes Jr. Michael Swnon T TRW Inc. TPC Contracting Gene and Verna Tabell Anthony Tabor Frederick I. and Susan H. Taft o^> Jay Talbot Tanglewood Country Club Linda D> Tatarowicz Shawn M. Tatarowicz Larry Tausch O v Marjorie Tavzel Dudley J. and Louise Tav\kOv^> Edward A. and Betty J. Taylor Mark E. and Christine E. Taylor Rick G. and Deborah K. Taylor Team Marketing, Inc. Teamsters Local 473 Charles G. and Donna Tercek John T. and Carol Grewe Thaler Kevin A. and Candace Thaxton Thomas H. White foundation cv^> Jerry M. Thomas Peter and Minnie Thomas William R. and Laurel E. Thomas Chad Thompson Thompson, Hine & Flory LLP O v Lloyd Barrington Thompson Russell Thompson The Neil L. Thompson Family Foundation, Inc. O&; Albert D. and Zina Thomson Ron Thorne <->&> Mark A. and Mary A. Timoneri Chris T. and Laura J. Timperio O v Jack and Mary Jane Tomaselli Transcon g ild e rs , Inc. Dr. Leonard M. and Kerstin E. Travuick Gregory W. and E. Carol Trees Alison S. Trefz Carol M. Trego O v Nick Trem cv^ Rocque and Sandra Trem c w William R. and Julie A. Trent Tri-County Broadcasting, Inc. O v Domenic B. and Elia n o r Tropiano Donald R. Tropiano Robert and Georgeann Tropiano o&> Steve Trossman James and Joanne Trovato Trum bullElectric Supply Inc. Robert W. and Regina Tunquist Michael Turcola Juliet M. Turi O&; Gregory F. and Alexandra N. Turk ChrrStine Turner John B. and Marian W. Turner O v Mary Turner Lawrence C, and Jane Turnock Heang K. Tuy and Tanlee Tan Joseph Tzeng U D ^ id A. Uchelvich ov&,’ Rick Udelson O n Thomas L. and Jody Saiger Udelson Os*’ Rick and Kathy Uniack University Hospitals, Rainbow Babies & Children's Hospital Department of Pediatrics The University of Findlay Unlimited Futures, Inc. V James Edward and Rita L. VaiL<-^ Rick Valli c>^> John E. and Susan G. Van Doom <-\v Edward H. Van Vanguard Promotions & Marketing, Inc. Robert S. Varda Paul V€tterio&.’ Karen Vick Donald and Nancy Vickers ov^ Kenneth Vinciquerra O v Lisa M. Vinciquerra Vera Lea Virant John J. Virostek <.>&.> Michael F^and Tern Vitale Gayton Vitolo Charles J. and Kelly D. Voase Charles S. and Carol Voase Terry L. and Amy C. Vodicka A. C. Vogel Jack and Mar) Vogelgesang O v Ronald G. Vollmer Kathleen and John Vorobei Jr. Gregory J. and Sharon A. Vranekovic UU W.K Kellogg Foundation Leo Peter and Carol E. Wadden cv&*’ Ellen Garretson Wade Memorial Fund Carol A. Wagner c \v William G and Nancy A. Walczak Christine Wallace Timothy James Wallenhorst Michael and DeBorah Thigpen Waller Christine Walsh David M. Ward Trust Eleanor Warner O v Washington Square Health Foundation csv HymarTand Molly Wasserman Charles and Marcia Wayne Joy Wehagen Walter H. and Janet H. Weimer t'w Dennis Weisenberg c w Lita L. Weres Morry \Ne\ss o&.> -Grove N. and Judith A. Welch Jean Gay Welsh John and Karen Wendle Carolyn Wenneman William B W e rlin g Cecelia iM. Wernet West Geauga Recreation Council Inc. Western Reserve Region Patricia A. Weyandt Richard J. and Barba7a~W: Whepley Dolores White o^ .' Mayethel V. White Richard J. and Carol White Terry R. and Cynthia C. White David W. Whitehead Grace White-Ware Margaret Whitley Charles D. and Mary G. Whitmer Estate of Dorotha L. Whitney Elsa L Wicks Rudolph Roger and Mary Ann Widmar William C. and Audrey Wieland Mary E. Eastman Wilbur Jerome Cal Wilkins Dr. R. Allen Wilkinson David P. and Irene Williams Gregory L. Williams Harold L. and Patricia D. Williams O v John C. Williams and Marcie Goodman Ruth Williams Steve Williams Florence Wilson Windsor Tool, Inc. Kris Wingert Ann H. and H. Robert Wismar Jr. Neal R. and Cynthia F. Wisner M. Wisselink-Grootendors Anne C. Witkavitch Ed and Sue Wolfe Vincent E. and Alexandra "Wolph Women's Community Foundation Margaret W. Wong Corinne Wood James Wood Terry A. Wood c\s>,’ Willis M. and Marilyn J. Woodruff Woodstock Products, Inc. aa*- Workers' Compensation Management Solutions Joe and Jackie Woytovich t'w Pieter C. Wykoff Martin O. and Jean M. Wynne Robert Alan and llah Wyskocil Y Frederick H. and Nancy Lee Yarris Phil Yeager Wayne Yodzio Young Chemical Company o*^> James M. and Beatrice Young *.w Rene Young cvs*.' Robert G. and Christina Young Youngstown Committee on Alcoholism, Inc. Youth Challenge Diane Yuhasz Os*,- Z Anna M. Zaccagnini t'w Stephen P. Zaransky Stephen Zashin Zavarella Brothers Construction Company Thomas F. and Diane R. Zavcer c w Robert M. Zegarac Sharon Zimmer Judge Joseph A. Zingales John S. and Margaret I. Zitzner O v Timothy L. Zix Esq. Micky and Janette Zoldan Chester A. and Lottie Zuber Tina Zunt Dennis J. and Darlene H. Zusy O v Anonymous (7) tAv

THE 1 9 9 9

C L E V E L A N D

A N N U A L

F O U N D A T I O N

REPORT

S U P P L E M E N T

SUMMARY

Assets at December 31 f 1999

$1,579,713�169 $19,762,784 $84,483,087

New Assets Received 1999

Grants, Program-Related Investments and Administrative Expenses Authorized

丨

Naitiéd Für dà of The ßlevelanil Foundation Donor-Acîyised Funds Agency Endowment Funds Supporting Organizations 8 1999 Grants Authorized 12 Audited Financial Stat^raents 1999 Report of rndependent Auditors 42 Statemerits of Financial Position 43 Statements of Activities 44 Statements of Cash Flows 46 Notes to Financial Statements 47 Applying for a Grant� 50

F U N D S OF THE CLEVELAND F O U N D A T I O N 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 Foundation's named funds.

A Morris Abrams Fund The Stanley I. and Hope S. Adelstein Environment Fund The Adomeit Fund Lewis and Ruth Affelder Fund Rhoda L. Affelder Fund Wickham H. Aldrich Fund Rob Roy Alexander Fund The William Harry Alexander Fund The Aloy Memorial Scholarship Fund The Dr. David Alsbacher Fund for Medical Research Raleigh F. Andrie Memorial Fund The George and May Margaret Angell Trust Anisfield-Wolf Fund Charles Rieley Armington Fund Raymond Q. and Elizabeth Rieley Armington Fund Katherine B. Arundel Fund The Lois M. Applegate Charitable Gift Annuity Walter C. and Lucy I. Astrup Funds (2) Sophie Auerbach Fund Margaret Montgomery Austin and Charles Taylor Austin Memorial Fund

B Ruth and Elmer Babin Fund The Frederic M. and Nettie E. Backus Memorial Fund The Magdalena Baehr Fund Fannie White Baker Fund Walter C. Baker Fund Walter C. and Fannie White Baker Fund Lilian Hanna Baldwin 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 Karl B. Bernai Memorial Fund Mary Berryman Fund Nestor B. Betzold Trust

The Leona Bevis Charitable Remainder Annuity Trust Ida Beznoska Fund Big Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund Hattie E. Bingham Fund Helen and Ira J. Bircher Fund George Davis Bivin Fund Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable Trust 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 Bรถhm Fund Ernest J. Bohn Memorial Fund Roberta Holden Bole Fund Newell C. Bolton Fund Jean and Roger Bond Jr. Fund Helen R. Bowler Fund The George H. Boyd Fund Alva Bradley II Fund Leonard A. and Helen Russell Bretschneider Scholarship Fund Jeanette W. Brewer Fund Gertrude H. Britton, Katharine H. Perkins Fund Mary K. and Robert R. Broadbent Salvation Army Endowment Fund Fannie Brown Memorial Fund Marie H. Brown Fund Ada G. Bruce Fund George F. Buehler Memorial Fund Marie I. Buelow Fund Judge Lillian W. Burke Scholarship Fund Burkhardt Family Fund The Harry F. and Edna J. Burmester Charitable Remainder Unitrust No.1 The Thomas Burnham Memorial The Thomas Burnham Memorial Trust Katherine Ward Burrell Fund Edmund S. Busch Fund

C The Roy W. and Wilma Cade Scholarship Fund Janet G. and Mary H. Cameron Memorial Fund Marian M. Cameron Fund The Martha B. Carlisle Memorial Fund Edna L. and Gustav W. Carlson Foundation Memorial Fund Harry and Marjorie M. Carlson Fund Alfred J. Carpenter Memorial 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 The Arthur W. Chown Fund Garnetta B. Christenson and LeRoy W. Christenson 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 Inez and Harry Clement Award Fund Cleveland: NOW Fund Cleveland Recreational Arts Fund Cleveland War Memorial Clevite Welfare Fund Caroline E. Coit Fund Arthur F. and Gladys D. Connard Memorial Fund A.E. Convers Fund Harry Coulby Funds (2) Jacob D. Cox Fund S. Houghton Cox Fund Cathy L. Crabtree Fund The Eileen H. Cramer and Marvin H. Cramer Fund

D The William R. and F. Cassie Daley Trust Fund Henry G. Dalton Fund Alzada Singleton Davis Fund Barbara J. Decker Fund Edward H. deConingh Fund Mary E. Dee Memorial Fund James M. and Ann M. Delaney Fund The Howard and Edith Dingle Fund The Carl and Marion Dittmar Fund Edwin A. and Julia Greene Dodd Funds (2) Esther A. Donzella Memorial Fund Anna J. Dorman and Pliny 0. Dorman Memorial Fund L. Dale Dorney Fund James J. Doyle and Lillian Herron Doyle Scholarship Fund Charles A. Driffield Memorial Fund The Thomas Dugan and Alice Dugan Memorial Fund The Mary and Wallace Duncan Fund The William C. and Agnes M. Dunn Fund Bruce S. Dwynn Memorial Fund Alice McHardy Dye Fund

E The Early Childhood Endowment Fund Lyda G. and Horatio B. Ebert Fund Kristian Eilertsen Fund Kevin J. and Carolyn P. Ellison Fund The Emerald Necklace Fund

Ada C. Emerson Fund Irene C. and Karl Emmerling Scholarship Fund Reinhold W. Erickson Fund Flora M. Everett Fund Henry A. Everett Trust Homer Everett Funds (2) Mary McGraw Everett Fund The Irene Ewing Trust

F Betty H. and Jean E. Fairfax Fund Charles Dudley Farnsworth Fund Charles Farran Fund The George D. and Edith W. Featherstone Memorial Fund The Vince Federico Memorial Fund Dr. Frank Carl Felix and Flora Webster Felix Fund William S. and Freda M. Fell Memorial Fund Herold and Clara Shaffner Fellinger Fund The Fenn Educational Funds (4) First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund Fisher Fund Erwin L. Fisher and Fanny M. Fisher Memorial Fund Helen V. Fitzhugh Gift Annuity Edward C. Flanigon Fund Florence Crittenton Services Fund Percy R. and Beatrice Round Forbes Memorial Fund Frances B. and George W. Ford Memorial Fund William Charles Fraver Memorial Fund The Forest City Hospital Foundation Fund Gladys J. and Homer D. Foster Fund Constance C. Frackelton Funds (4) The Fannie Pitcairn Frackelton and David W. Frackelton Fund Robert J. Frackelton Fund The George Freeman Charity Fund Winifred Fryer Memorial Fund Frederic C. Fulton Fund

G The John Gabel Charitable Gift Annuity Charles H. Gale Fund Frederic H. Gates Fund The Holsey Gates Residence Preservation Fund Eleanor R. Gerson Charitable Remainder Unitrust Gest-Gharky Fund The William F. and Anna Lawrence Gibbons Fund Emil and Genevieve Gibian Fund Frank S. Gibson Memorial Fund Rose B. and Myron E. Glass Memorial Fund Frederick Harris Goff Fund Frederick H. and Frances Southworth Goff Fund Isaac C. Goff Fund Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Evelyn Golomb Fund Peter Gommet Fund Dr. Isadore J. Goodman and Ruth Goodman Memorial Fund Julius E. Goodman Fund The George C. and Marion S. Gordon Fund

Robert B. Grandin Fund Winifred H. Gray Charitable Gift Annuity The Edward F. Green Fund Harold R. Greene Fund

H Maxine Y. Haberman Fund Robert E. and Ada Hagan Public Service Scholarship Fund The Hortense B. Halle and Jay M. Halle Fund Virginia H. Hamann Gift Annuity Dorothea Wright Hamilton Fund Edwin T. and Mary E. Hamilton Fund The Lynn J. and Eva D. Hammond Memorial Fund Handyside Family Memorial Fund for Western Reserve Academy Douglas P. Handyside Memorial Fund Holsey Gates Handyside Charitable Remainder Trust Leonard C. Hanna Jr. Funds (9) The Leonard C. Hanna Jr. Special Fund William Stitt Hannon Fund Janet Harley Memorial Fund Mr. and Mrs. Roy G. Harley Fund H. Stuart Harrison Memorial Fund Perry G. Harrison and Virginia C. Harrison Memorial Fund The Kate Hanna Harvey Memorial Funds (2) The Marcia G. Harvey Charitable Remainder Unitrust F.H. Haserot Fund Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H. Perkins Funds (2) Dorothea Jean Hassler Charitable Gift Annuity Henry R. Hatch Memorial Fund Homer H. Hatch Fund John and Helen A. Hay Memorial Fund Lewis Howard Hayden and Lulu May Hayden Fund George Halle Hays Fund Nora Hays Fund Heights Youth Center Fund The Henry E. Heiner and Marie Hays Heiner Memorial Fund Carolyn V. Heller Fund The Louise W. and Irving K. Heller Fund Mildred Shelby Heller Memorial Fund The William Myron Heller Memorial Fund Warren J. Henderson Fund E.C. and D.V. Henn Fund Iva L. Herl Fund The Clifford B. Hershik Memorial Fund Agnes E. Meyer Herzog Fund The Siegmund and Bertha B. Herzog Endowment Fund James R. Hibshman Family Trust Highland View Hospital Employees' Fund Albert M. Higley Memorial Albert M. and Beverly G. Higley Fund Mary G. Higley Fund Mildred S. Higley Fund The Hinds Memorial Fund The Hiram House Fund The Sarah Cole Hirsh Fund The Harry and Flora Dorothy Hirsohn Fund The Jacob Hirtenstein Fund H. Morley and Elizabeth Newberry Hitchcock Fund Reuben W. Hitchcock Fund

Suzanne and Michael J. Hoffmann Fund Mr. and Mrs. Arthur S. Holden Fund Helen M. Holland Memorial Dr. John W. Holloway Memorial Fund Guy L. Holman Fund Mildred E. Hommel and Arthur G. Hommel Memorial Fund A.R. Horr Trust Centureena S. Hotchkiss Fund Howard W. Hottenstein Fund Virginia M. Huey Fund Martin Huge, Martha M. Huge, Theodore L. Huge and Reinhardt E. Huge Memorial Fund The John Huntington Benevolent Fund The A.W. Hurlbut Fund ĺ&#x153;&#x201C;

June Isquick Fund

J The Judge Leo A. and Mrs. Gilberta Jackson Justice and Integrity Scholarship Fund Margaret Jackson Fund Margaret S. and Mary E. Jackson Fund The Norma Witt Jackson Fund Judge Perry B. Jackson Fund Rhea Hanna Jerpbak Memorial Trust Earle L. Johnson and Walter Sawtelle Doan and Ella P. Doan Memorial Fund The J. Kimball Johnson Memorial Fund Sherman Johnson and Frances Battles Johnson Memorial Fund The Thomas Hoyt Jones Family Fund The Virginia Jones Memorial Fund The Virginia L. Jones Charitable Remainder Unitrust The William M. and Elizabeth W. Jones Charitable Remainder Annuity Trust William M. and Elizabeth W. Jones Fund James S. Jordan Fund Adrian D. Joyce Fund The Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd Fund

K Tillie A. Kaley and Warren R. Kaley Memorial Fund Karamu House Trust Raymond B. Kelley Fund Albert B. and Sara P. Kern Memorial Fund Lois E. Kerr Memorial Fund Joseph E. Kewley Memorial Fund Orrin F. Kilmer Fund Lillian E. Kirchner Fund Clarence A. Kirkham Memorial Fund John R. Kistner Fund Dr. Emmanuel Klaus Memorial Fund Sandra L. Klopp Fund Samuel B. Knight Fund The Philip E. and Bertha Hawley Knowlton Fund Estelle C. Koch Memorial Scholarship Fund August and Olga Koenig Charitable Remainder Unitrust Richard H. Kohn Fund The Vilma L. Kohn Charitable Remainder Unitrust Leslie and Elizabeth D. Kondorossy Charitable Remainder Unitrust

The Otto and Lena Konigslow Memorial Fund Samuel E. Kramer Law Scholarship Fund Mary Kopec Kreicher Fund Leonard Krieger Fund Elroy J. and Fynette H. Kulas Fund

L Alexander G. Lajoie Jr. Memorial Fund The Lake County Mental Health Center Fund The Lake-Geauga Funds (5) The Marjorie and Samuel Lamport Charitable Remainder Trust Kathryn V. Lantz Fund The Arthur A. Lederer and Ruth Lawrence Lederer Fund Harley C. Lee and Elizabeth Keedick Lee Fund Frances Doolittle Lesser Fund John F. and Catharine M. Lewis Fund The Jon Lewis Fund Wayne H. Lewis Jr. Fund Martha M. Linden Fund Elmer L. Lindseth Fund Robert M. Linney Fund Sue L. Little Fund Vida C. Logan Fund Elizabeth T. Lohmiller Fund The Charles M. Lombardy Jr. Family Fund Meta M. Long Fund Gustave Lorber and Frieda Bruml Lorber Memorial Fund Henry M. Lucas Fund Clemens W. Lundoff and Hilda T. Lundoff Fund Thomas E. and Patricia A. Lusk Charitable Remainder Unitrust Chalmer F. and Ruth A. Lutz Fund Frank J. Lynch Fund Nellie Lynch Fund

M Douglas C. MacDonald and Marguerite C. MacDonald Fund Carol A. Machaskee Fund The William Fred Mackay and Cora Carlisle Mackay Memorial Fund Theresa Mae MacNab Fund Anna Mary Magee Memorial Fund The Maude F. Majerick Fund Leone R. Bowe Marco Fund Leonard G. Martien Fund Alice Keith Mather Fund The Samuel Mather and Flora Stone Mather Memorial Fund Ruth A. Matson Fund The Frederick R. and Bertha Specht Mautz Scholarship Fund Erma L. Mawer Fund Harriet E. McBride Fund Lucia McCurdy McBride Memorial Fund Malcolm L. McBride, Lucia McBride, John Harris McBride II and Malcolm Rhodes McCurdy McBride Malcolm L. McBride and John Harris McBride II Memorial Fund Dr. Jane Power McCollough Fund The Lewis A, and Ellen E. McCreary Memorial Fund Heber McFarland Fund The John A. and Mildred T. McGean Fund Hilda J. McGee Fund The George W. and Sarah McGuire Fund Donald W. Mclntyre Fund

Gladys M. Mclntyre Memorial Fund W. Brewster McKenna Fund The Katherine B. McKitterick Fund The John C. McLean Memorial Fund Ruth Neville McLean Memorial Fund The Howard T. McMyler Fund The Thomas and Mary McMyler Memorial Fund The Albert Younglove Meriam and Kathryn A. Meriam Fund Alice Butts Metcalf Fund The Grace E. Meyette Fund Sarah Stern Michael Fund Herman R. and Esther S. Miller Memorial Fund William P. Miller Fund Helen Gibbs Mills Memorial Fund Victor Mills Fund Steven and Dolly Minter Fund Anna B. Minzer Fund John A. Mitchell and Blanche G. Mitchell 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 J. Howard and Josephine L. Morris Gift Annuity The Belle 0. Morse Young Artist Award of the Cleveland Opera Fund William Curtis Morton, Maud Morton, Kathleen Morton Fund Mary MacBain Motch Fund E. Freeman Mould Fund Jane C. Mould Fund Grace Murray Fund Frank A. Myers Fund

鬥

1^*1

鬥

i-n

N Tom Neal Fund Neighbors Against Racial Violence Fund Harold M. Nichols Fund Jessie Roe North and George Mahan North Memorial Fund The Northern Ohio Opera Fund The Northwest Emergency Team Fund Fay-Tyler Murray Norton Fund Blanche E. Norvell Fund Harry Norvell Fund R. Henry Norweb Jr. and Elizabeth G. Norweb Gift Annuity O John F. Oberlin and John C. Oberlin Fund John F. O'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

鬥

！«f 鬥

P Rico F. Pallotta Fund William P. Palmer Fund The Dr. Charles B. Parker Memorial Fund

l^5|

ďź&#x161;

Erla Schlather Parker Fund The Joseph K. and Amy Shepard Patterson Memorial Fund Frederick Woodworth Pattison Fund Tommie Lenora Pradd Patty Fund Blanche B. Payer Fund Linda J. Peirce Memorial Fund Douglas Perkins Fund The August G. and Lee F. Peterka Fund Grace M. Pew Fund Poetry Fund Lucia C. Pomeroy Charitable Gift Annuity LT(JG) Donald Richard Powers Memorial Scholarship Fund Caroline Brewer Goff Prentiss Charitable Remainder Unitrust Caroline Brown Prescott Memorial Fund Walter D. Price Fund William H. Price Fund Princeton Urban Studies Fellowship Fund Florence Mackey Pritchard and P.J. Pritchard Scholarship Fund Queen McGee Evans Pryor Fund The Public Square Preservation and Maintenance Fund The J. Ambrose and Jessie Wheeler Purcell Memorial Fund The George John Putz and Margaret Putz Memorial Fund 0 The Fred 0. and Lucille M. Quick Fund R The Charles Greif Raible and Catherine Rogers Raible Fund The John R. Raible Fund Victoire and Alfred M. Rankin Jr. Fund Marion E. Rannells Fund Barbara Haas Rawson Memorial Fund Grace P. Rawson Fund Clay L. and Florence Rannells Reely Fund Hilda Reich Fund Maggie A. Reimer Fund Leonard R. Rench Fund The Retreat Memorial Fund Marie Richardson Memorial Fund Charles L. Richman Fund Nathan G. Richman Fund Robin and Metalworks Employees' Educational Resource Fund Helen D. Robinson Fund Alice M. Rockefeller Fund Virginia P. Roedger Charitable Gift Annuity Elizabeth Becker Rorabeck Fund Rebecca and Etta Rosenberg Memorial Fund Edward L. Rosenfeld and Bertha M. Rosenfeld Fund Anna M. Roth Fund Roulston Family Fund No. 3 Charles F. Ruby Fund William A. Ruehl and Mary Ruehl Memorial Fund Dorothy and Helen Ruth Fund

S SBN Pillar Award Fund St. Barnabas Guild for Nursing Fund Virginia Salay Memorial Fund Ruth G. and Sam H. Sampliner Fund Janet Coe Sanborn Fund Mary Coit Sanford Fund The Mary Coit Sanford Memorial Fund

Ernest D. Saunders Fund Oliver H. Schaaf Fund Dr. Henry A. and Mary J. Schlink Memorial Fund The Robert and Shirley Schmidt Fund Scholarship-in-Escrow 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 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 Richard E. Sering Fund The Arthur and Agnes Severson Memorial Fund Glenn M. and Elsa V. Shaw Fund Frank S. Sheets and Alberta G. Sheets Memorial Fund Frank E. Shepardson Fund Nina Sherrer Fund The Henry A. Sherwin and Frances M. Sherwin Funds (3) James Nelson Sherwin Fund The John and Frances W. Sherwin Fund Cornelia Adams Shiras Memorial The John and LaVerne Short Memorial Fund The A.H. and Julia W. Shunk Fund The Thomas and Anna Sidlo Fund The Michael Skul Scholarship Fund* Josephine R. and Edward W. Sloan Jr. Fund Kent H. Smith Fund The Nellie B. Snavely Fund Society for Crippled Children - Tris Speaker Memorial Fund A.L. Somers Fund William J. Southworth Fund William P. Southworth and Louisa Southworth Fund Dr. George P. Soyer Fund The John C. and Elizabeth F. Sparrow Memorial Fund Marion R. Spellman Fund Josephine L. Sperry Fund The George B. Spreng and Hazel Myers Spreng Memorial Fund The Hazel Myers Spreng Fund in memory of her parents, Mr. and Mrs. A.N. Myers Virginia Spriggs Fund The Robert V. and Florence W. Spurney Charitable Remainder Unitrust The Miriam Kerruish Stage Fund The Tracy Starr Breast Cancer Research Fund The Dorothy and Oscar H. Steiner Fund for the Conservation of Abused Children Frederick C. Sterling Second Testamentary Trust Avery L. Sterner Fund Ada Gates Stevens Memorial Fund Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund Jessie R. Stewart Fund The Charles J. Stilwell Scholarship Fund Ralph P. Stoddard Memorial Fund Charles L. and Marion H. Stone Fund

Esther H. and B.F. Stoner Memorial Fund James P. Storer Fund Harriet B. Storrs Fund Vernon Stouffer Memorial Fund Leonard F. Stowe Fund Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund Ralph E. and Barbara N. String Charitable Remainder Unitrust Struggling Within Leber's 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 The Alma M. and Harry R. Templeton Memorial Fund Henrietta Teufel Memorial Fund The Katharine Holden Thayer Funds (3) The John H. Thomas Fund Allison John Thompson Memorial Fund Amos Burt and Jeanne L. Thompson Fund Chester A. Thompson Fund Homer F. Tielke Fund Maude S. Tomlin Memorial Fund Mabelle G. and Finton L. Torrence Fund Stephen E. Tracey and Helen Oster Tracey Fund The Elizabeth M. and William C. Treuhaft Fund The Rev. Lee A Trotter Fund Jessie C. Tucker Memorial Fund Isabelle Tumpach Fund James H. Turner Fund The Edward A. and Esther T. Tuttle Memorial Fund

Lucius J. and Jennie C. Wheeler Memorial Fund Jane D. White Funds (2) Ethel and Richard Whitehill Funds (3) Mary C. Whitney Fund The Marian L. and Edna A. Whitsey Fund Edward Loder Whittemore Fund Henry E. and Ethel L. Widdell Fund R.N. and H.R. Wiesenberger Fund Thomas R. and Dorothy G. Wigglesworth Fund The Harold L. and Patricia D. Williams Charitable Fund* The John Edmund Williams Fund The Ruth and Robert F. Williams Fund Teresa Jane Williams Memorial Fund Whiting Williams Fund Arthur P. and Elizabeth M. Williamson Funds (2) ‘ James D. Williamson Fund Ruth Ely Williamson Fund Rolande G. and George E. Willis Charitable Remainder Unitrust The George H., Charles E.�and Samuel Denny Wilson Memorial Fund Marjorie A. Winbigler Memorial H. Robert and Ann H. Wismar Fund Edith Anisfield Wolf Funds (2) The Benjamin and Rosemary Wolpaw Memorial Fund The Women Helping Women Fund* The Women's General Hospital Fund Melle P. Woodworth Fund David C. Wright Memorial Fund Edith Wright Memorial Fund Esther Wright Fund The Wulf Sisters Memorial Fund

Rufus M. Ullman Fund Leo W. Ulmer Fund

Herbert E. and Eleanor M. Zdara Memorial Fund Roy J. Zook and Amelia T. Zook Fund

i^I

鬥鬥 q

鬥 n

鬥

V Christian and Sophia Vick Memorial Fund Molly Agnes Voinovich Memorial Fund Corinne T. Voss Fund Robert and Frieda Vrana Fund W The Homer C. Wadsworth Award John F. and Mary G. Wahl Memorial Fund Jessie MacDonald Walker Memorial Fund The John Mason Walter and Jeanne M. Walter Memorial Funds (2) Ella M. Walz Memorial Fund David M. Ward Fund 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 Stanley H. Watson Memorial Frank Walter Weide Fund Harriett and Arthur Weiland Fund The Harry H. and Stella B. Weiss Memorial Fund William Wendling and Lynne Woodman Fund Burt Wenger Fund Leroy A. Westman Fund George B. and Edith S. Wheeler Trust

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

鬥鬥 r"!

鬥 n

Donor-Advised Funds

The Richard B. and Mary P. Ainsworth Fund American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund The Ameritech Fund The Association of Asian Indian Women in Ohio Fund The Drs. Joseph A. and Sally E. Bauer Charitable Fund Bennett Family Fund The Edward C. and Jane D. Bloomberg Fund Charles P. and Julia S. Bolton Fund Bradley Company, Margaret I. and John S. Zitzner Fund The Harry and Marjorie M. Carlson Family Fund The Campopiano Family Fund Alvah Stone and Adele Corning Chisholm Memorial Fund Michael A. and Susan K. Clegg Family Fund

m ri

(WSj

éŹĽ

r^l

éŹĽ

The Funds for the City of Cleveland (3) The Cleveland Foundation Special Fund No. 2 The Cleveland Foundation Special Fund No. 3 The Cleveland Foundation Special Fund No. 5 The Cleveland Foundation Special Fund No. 6 The Cleveland Foundation Special Fund No. 8 The Cleveland Foundation Special Fund No. 9 The George W. Codrington Charitable Foundation Fund Tim and Susan Curtiss Family Fund The Frances G. and Lewis Allen Davies Endowment Fund The Adela D. Dolney Fund The Donum Fund The James E. and Isabelle E. Dunlap Fund John J. and Frances E. Dwyer Fund The Eaton Employee Disaster Relief Fund The Fine Family Fund The GAR Fund The Garda Family Fund Gries VI Generation Fund of The Greater Cleveland Foundation Griswold Family Fund The HRC/CEC 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 Robert R. and Ann B. Lucas Fund Mandorel Fund The Thornton D. and Penny P. McDonough Family Fund John P. McWilliams and Brooks Barlow McWilliams Fund Andrea and Elmer Meszaros Fund Kathryn and Paul Miller Family Fund Mitchell Family Fund William A. and Margaret N. Mitchell Fund The Mary B. Moon Fund The Lindsay J. and David T. Morgenthaler Fund Earl F. and Betsy D. Myerholtz Fund John G. and Karen R. Nestor Fund Charles J. and Patricia Perry Nock Fund Ohio Attorney General Local Law Enforcement Fund George J. Picha Fund Richard W. and Patricia R. Pogue Fund Charles A. and liana Horowitz Ratner Fund The Real Rabbit Fund* F. James and Rita Rechin Fund Stewart L. and Judith P. Rice Fund Doris A. Riggin Fund of The Greater Cleveland Foundation William Hughes Roberts Fund Roulston Family Fund Rukosky Family Fund Bob and Linda Schneider Fund in Memory of Albert and Mary Schneider The Elizabeth and Ellery Sedgwick Fund Smialek Family Fund R.H. Smith Family Fund Thomas and Mildred Taylor Fund

TRW Fund The Joseph Tzeng Fund Philip R. Uhlin Fund Paul A. and Sonja F. Unger Fund The Michael and Deborah Waller World Development and Humanitarian Evolution Fund Wellman Philanthropic Fund Charles D. Whitmer WSI Fund Harold L. and Patricia D. Williams Fund Wipper Family Fund The Wolpert Fund The Robert J. and Janet G. Yaroma Family Fund

Agency Endowment Funds

American Red Cross, The Greater Cleveland Chapter Fund Aurora Schools Foundation Fund Black Professionals Association Charitable Foundation Fund The Children's Theatre Endowment Fund The Cleveland Hearing and Speech Center Fund The Cleveland Institute of Art Fund Cuyahoga County Public Library Endowment Fund Deaconess Community Foundation Fund The East Side Interfaith Ministries Fund Federation for Community Planning Health and Human Services Fund Friends and Members Endowment Fund of St. James A.M.E. Church Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment Fund Hathaway Brown School Endowment Fund The HELP Foundation Fund The Catherine Horstmann Home Endowment Fund Hospice of the Western Reserve Fund The Intermuseum Conservation Association Endowment Fund The Irish American Archives Society Fund Lesbian/Gay Community Service Center of Greater Cleveland Fund Lutheran Metropolitan Ministry Association Fund Rev. Dr. Marvin A. McMickle Scholarship Fund The Nature Center at Shaker Lakes Fund Ohio Humanities Council Endowment Fund Prevent Blindness Ohio Fund The Benjamin Rose Institute Fund The Salvation Army of Greater Cleveland Endowment Fund The Sigma Pi Phi Fraternity - Tau Boule Fund The Endowment Fund for United Way Services The Women's Community Foundation Fund The Youth Challenge Fund

TOTAL 1 9 9 9 GRANTS, PROGRAM-RELATED I N V E S T M E N T S A N D A D M I N I S T R A T I V E BUDGET AUTHORIZED

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

Arts and Culture

10%

8,173,227

Civic Affairs

5,628,806

Economic Development

4,020,552

Education

6,434,379

Environment

887,651

11,521,057

Lake-Geauga

574,765

Philanthropic Sector

700,028

Scholarships

2,522,780

Social Services

13,071,763

Supporting Organizations

23,911,113

7,036,966

100%

$84,483,087*

Health

Other Disbursements Total

Grants listed in this report represent the total authorizations made in 1999. 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 $671,500 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 $83,811,587 appearing in Note G of the Financial Statements.

S U P P O R T I N G O R G A N I Z A T I O N S GRANTS 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. Nine supporting organizations were affiliated with The Cleveland Foundation in 1999, including two pioneers in the field: The Sherwick Fund, the nation's first supporting organization, and The Treu-Mart Fund, the first supporting organization affiliated with both a community foundation and a Jewish community federation. Supporting organisations in 1999 awarded $23,911,113 in grants. The grants listed are for general support unless otherwise noted.

The Findlay-Hancock County Community Foundation

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

Established in 1994 Donor： Cablevision of Cleveland Trustees： William Patmon, Roosevelt Coats, Dennis Knowles, Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Michael J. Hoffmann, Steven A. Minter, Hilary S. Taylor • Cleveland Minority Cable Channel, Inc. Capital equipment Operating support (over 18 months)

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

$245,000 1,230,000

$1,475,000

Established in 1992 Grantmaking focus： The City of Findlay and Hancock County Trustees： G. Norman Nicholson, Chairperson Charles J. Younger, 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 • Century Health, Inc. Monitoring equipment and start-up support for Harmony House

$11,922

• Hancock Historical Museum Association Support of sports exhibit and community outreach projects (over two years)

The Alton F. and Carrie S. Davis Fund

7,652

Established in 1979 by Alton F. and Carrie S. Davis Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann

• Hancock/Hardin/Wyandot/Putnam Community Action Commission Start-up of an Individual Development Account program

17,378

• Apollo's Fire! The Cleveland Baroque Orchestra Performances of Handel's論まん and Bach's Magnificat

$6,000

• The Young Men's Christian Association of Findlay Child care coordinator position at Findlay YMCA Child Development Center (over 21 months)

27,498

50,000

Donor Designated

丨 Cleveland Metroparks System Youth Outdoors program (over two years)

• New Cleveland Opera Company d.b.a. Cleveland Opera Production and associated outreach for 7,500 Madame Butterfly • Cleveland Rape Crisis Center Justice System Advocacy Program

5,000

• The Free Medical Clinic of Greater Cleveland Outreach activities for Teen Clinic

5,000

• Findlay Board of Education Kitchen expansion for the Restaurant and Food Management program at Millstream East New Opportunities for Work Project

$75,000 22,859

• The Findlay-Hancock County Community Foundation Establishment of an independent community foundation 18,038,661 • Findlay Hope House for the Homeless, Inc. Program support

4,196

2,500

• First Presbyterian Church of Findlay

5,152

• Great Lakes Theater Festival Community Relations Manager position

4,500

• Friends of the Findlay-Hancock County Public Library Support programs and future capital needs

597

• Preterm Cleveland, Inc. Medical care for indigent patients

5,000

• NO-WE-OH Council of Camp Fire, Inc. Greater Northwest Ohio Diabetes Association for diabetic children

419

• Grand River Partners, Inc. Action plan for critical areas of the Grand River watershed

Total Alton F. and Carrie S. Davis Fnnd Grants

$85,500

• United Way Foundation of Hancock County Support for the United Way of Hancock County

5,379

鬥 Scholarships

The Higley Fund

• Findlay Board of Education The Benjamin R.L. Lunn Merit Scholarship for a graduating senior of Findlay High School Scholarship support for graduating seniors Scholarship support for a graduating senior from Findlay High School

1,000 15,307 250

• The Findlay-Hancock County Community Foundation Scholarships from the Daniel R. Bennett Scholarship Fund to McComb Local School District students studying at an accredited college or university Scholarship from the Joseph R. and Westelle L. Browne Performing Arts Scholarship Fund to a graduate of Findlay High School Scholarships from the Jean C. Graham Women's Scholarship Fund for female students graduating from a Hancock County school The Martha E. Mains Memorial Scholarship to a graduating Findlay High School senior Scholarship from the M. Andrew May Fund for a graduating Findlay High School senior Scholarship from the E.D. (Everett Donald) "Bud" Retter Scholarship Fund for a graduating Findlay High School senior Scholarship from the Thomas Richard Shoupe, M.D. Fund to a Findlay High School alumnus who wishes to pursue graduate or professional studies at an accredited college or university Scholarship from the Linda B. Ziegler Fund to a graduate of Findlay High School

Total Findlay-Hancock County Community Foundation Grants

1,800

• Case Western Reserve University Mildred Higley Scholarship Fund at Mandel School of Applied Social Sciences

5,000

4,000

• Citizens' Academy Program evaluation

5,000

500

Total Goodrich Social Settlement Grants

• Cleveland Botanical Garden Capital improvement campaign (over two years) • The Cleveland Foundation (Inc.) Assessment of autism services

2,500

1,000

• Cleveland Housing Network Inc. Safety Net Housing Project

5,000

• The Cleveland Museum of Natural History Accessibility renovations to Ralph Mueller observatory

5,000

• The Cleveland Music School Settlement

2,500

• Cleveland Rape Crisis Center Justice System Advocacy Project

5,000

• Cleveland Scholarship Programs, Inc. Scholarships for nontraditional students

3,000

• The Cleveland Society for the Blind

2,500

• East Side Interfaith Ministries

5,000

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS

5,000

• Fairhill Center for Aging "Grandma, Please!�’ intergenerational program

6,000

1,000

$18,248,170

$40,000 45,000

$85,000

• The Foundation Center, New York, New York Operating support for The Foundation Center Cleveland Office • The Free Medical Clinic of Greater Cleveland Facility construction and renovation project

500 5,000 10,000

• Friends of Project: LEARN, Inc.

2,000

• The Gathering Place Start-up support for the cancer wellness center

5,000

• The Great Lakes Museum of Science, Environment & Technology Explore the Great Indoors overnight science camp-in program (over two years)

50,000

1,000

600

鬥

$5,000 2,500

5,000

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

• AIDS Taskforce of Greater Cleveland, Inc. Coordinator for FACT Nutrition Program • Hathaway Brown School Molly Offutt chair in history

Goodrich Social Settlement

• Lexington-Bell Community Center

Established in 1994 by Beverly and Albert M. Higley Jr. Trustees: Albert M. Higley Jr., Beverly G. Higley, James M. Delaney, Steven A. Minter, Janet E. Neary

10,000

• Great Lakes Theater Festival Educational programs

5,000

• Hard Hatted Women Educational dissemination project

5,000

鬥

• The Musical Arts Association

2,500

• New Life Community

5,000

• The Parks System Trust Fund of Wheeling, Wheeling, West Virginia

10,000

• ParkWorks, Inc. Urban elementary playground initiative (over two years)

2,500 10,000

• Playhouse Square Foundation

2,500

• Preterm Cleveland, Inc. Medical care for indigent patients

7,500

• The Benjamin Rose Institute Music Therapy Program

6,000

• The Salvation Army of Greater Cleveland

The Sherwick Fund

Affiliated in 1973 John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin, James E. Bennett, David G. Hill (completes term June 2000), Jacqueline F. Woods, David W. Whitehead (effective July 2000) • Board of Cuyahoga County Commissioners Early Childhood Initiative (over three years)

$750,000

• Eliza Bryant Center Completion of capital campaign

66,500

7,500

• Camp Ho Mita Koda Renovation and expansion of camp facilities

10,000

• Starting Point

5,000

• John Carroll University

3,000

• Vocational Guidance Services Building Maintenance Training Program

5,000

• Case Western Reserve University Annual Fund

1,000

• West Side Ecumenical Ministry Renovation of Senior Nutrition Center and 15 neighborhood churches housing WSEM programs 10,000

Total Higley Fund Grants

$225,000

The McDonald 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 • Cleveland Botanical Garden The Green Corps summer youth job training initiative

$20,000

• Junior Achievement of Greater Cleveland, Inc. Expansion of the elementary school program in the Cleveland Municipal School District

63,043

• David N. Myers College Entrepreneurial Experience program

29,500

• National Foundation For Women Business Owners, Silver Springs, Maryland Attendance of two Greater Cleveland female minority youth at Independent Means, Inc.'s Camp Start-Up

Total McDonald Fund Grants

10,000

$122,543

The Medical Mutual of Ohio Charitable Foundation

Established in 1998 by Medical Mutual of Ohio, Inc. Trustees� James M. Delaney, Robert N. Trombly, Thomas E. Wagner, Esq., Steven A. Minter, Charles A. Ratner No grants were made in 1999

• Citizens' Academy Program evaluation

25,000

• The City Club of Cleveland Facility renovations

10,000

• Cleveland Ballet

3,000

• Cleveland Botanical Garden

5,000

• The Cleveland Clinic Foundation

1,500

• The Cleveland Foundation (Inc.) Assessment of autism services

2,500

• Cleveland Health Education Museum

3,000

• The Cleveland Museum of Art Renovations to Early Christian and Byzantine gallery (over three years)

3,000 500,000

• The Cleveland Museum of Natural History

3,000

• Cleveland Opera New titling equipment

6,900

• Cleveland Public Radio "What If We All Live to Be 90?” program series

3,000 25,000

• Cleveland Rape Crisis Center Justice System Advocacy Program

10,500

• Cleveland Scholarship Programs, Inc.

3,000

• Cleveland State University Foundation, Inc. Poetry Center

3,000

• Cleveland Zoological Society

3,000

• Cornucopia, Inc. Job placement program

15,000

• EconomicsAmerica, Cleveland Center

4,500

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS

3,000

• El Barrio Incorporated Jobs Program

15,000

• The Free Medical Clinic of Greater Cleveland Capital campaign planning

3,000 10,000

• Fine Arts Association

3,000

• The Foundation Center, New York, New York Operating support for the Foundation Center Cleveland Office • Friends of the Cleveland School of the Arts Director of Technology position (over two years) • Grand River Partners, Inc. Action plan for critical areas of the Grand River watershed

3,000

10,000 11

• Hawken School, Gates Mills, Ohio

3,000

• The Holden Arboretum, Kirtland, Ohio

4,500 25,000

• Kirtland Public Library, Kirtland, Ohio

3,500

• Lake County Young Men's Christian Association, Painesville, Ohio

3,000

• The Lake View Cemetery Foundation

1,000

• The Lakeland Foundation, Kirtland, Ohio Changing Lives - Shaping the Future campaign (over two years)

25,000

P*!

• Board of Cuyahoga County Commissioners Early Childhood Initiative (over three years)

$150,000

• Chagrin River Land Conservancy Land Protection Fund

15,000

• The Cleveland Museum of Natural History Accessibility renovations for Ralph Mueller observatory

5,000

• Cleveland Women, Inc. Legal Advocacy Outreach Program

15,500

• Cornucopia, Inc. Job placement program

10,000

• The Cleveland Foundation (Inc.) Assessment of autism services

25,000

3,000

• Camp Ho Mita Koda Renovation and expansion of camp facilities

10,000

• The National Conference for Community & Justice 1999 Humanitarian Award

2,500 2,500

• The Free Medical Clinic of Greater Cleveland Teen Outreach Clinic

100,000

• Hanna Perkins School Building repairs and capital improvements

15,000

• Playhouse Square Foundation Annual Fund

4,500 1,200

• Preterm Cleveland, Inc. Expenses for 25th anniversary commemoration

3,000 2,000

• The Benjamin Rose Institute Renovation support for Concordia Care's Pace Program

100,000

• Shaker Square Area Development Corporation Skyline Campus Improvement Project

2,500

• Therapeutic Riding Center, Inc., Novelty, Ohio Paving of parking lot

15,000

• Towards Employment, Inc.

3,000

• The Western Reserve Historical Society

4,000

• United Negro College Fund, Inc. of Cleveland

3,000

• United Way of Lake County, Inc.

11,000

• United Way Services

32,500

• University Circle Incorporated • Westminster School, Sknsbury, Connecticut Facilities construction (over three years)

Established in 1998 by Billie Howland Steffee Trustees： Billie H. Steffee, Susan W. Cargile, Steven A. Minter, Jon H. Outcalt, Sara K. Robechek

• The Musical Arts Association

• Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio Breckenridge Village's parish nurse program in Lake County 20,000

$2,342,900

The Billie Howland Steffee Family Fund

• Greater Cleveland Neighborhood Centers Association 3,000

• Horizon Activities Center, North Olmsted, Ohio Construction of new child care facility

Total Sherwick Fund Grants

14,500

25,000

oo o o 58

• The Great Lakes Museum of Science, Environment & Technology Annual Fund

• Youth Opportunities Unlimited Work Readiness Index

• Friends of the Cleveland School of the Arts Production costs for "An Urban Nutcracker"

25,000

• Goodrich-Gannett Neighborhood Center Parenting program for low-income parents (over two years)

20,000

• Hopewell Inn, Mesopotamia, Ohio Furnishings for second residential cottage

12,500

• Kenyon College, Gambier, Ohio Cleveland and the Great Migration project (over two years)

20,000

• Hanna Perkins School Pilot loan/scholarship program

25,000

• Professional Flair Inc. Costs of purchasing two portable wheelchair ramps • Vocational Guidance Services Building Maintenance Training program

鬥鬥鬥

1,500 10,000

• The Western Reserve Historical Society Restoration of Euclid Beach Park Carrousel horses 200,000 • Youth Opportunities Unlimited Stipends for two college students to assist with youth employment services

11,000

Total Billie Howland Steffee Family Fund

$655,500

1,000 500,000

The Treu-Mart Fund

Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland Trustees� Arthur W. Treuhaft, Mary Louise Hahn, Adele Z. Silver, Hanna H. Bartlett, Rev. Elmo A. Bean (completed term March 2000), Henry J. Goodman, David G. Hill (effective April 2000), Albert B. Ratner • Bellefaire Jewish Children's Bureau Monarch School for Children with Autism (over 18 months)

$50,000

• Board of Cuyahoga County Commissioners Early Childhood Initiative (over three years)

400,000

• Camp Ho Mita Koda Renovation and expansion of camp facilities

10,000

• Citizens' Academy Program evaluation

10,000

• The City Club of Cleveland A New City Club Speaks to the World campaign

10,000

• The Cleveland Foundation (Inc.) Retreat for Treu-Mart Fund trustees

5,000

• The Cleveland International Film Festival, Inc. Student Film Festival

7,500

• Cornucopia, Inc. Job placement program • East Side Interfaith Ministries Programs in Cleveland's east side urban neighborhoods

15,000

5,000

• Friends of the Cleveland School of the Arts Outreach activities for "An Urban Nutcracker"

10,000

• The Jewish Community Federation of Cleveland Public Education Initiative (over three years) Security audits of associated organizations

75,000 35,000

• Ratner Schools Strategic plan

24,000

• Starting Point Operating support (tenth year)

15,000

Total Treu-Mart Fund Grants

$671,500

1:3

ARTS A N D CULTURE GRANTS

Board Designated Grants Grants and Use of Income

Amount

• Access to the Arts Arts on the Air's 1999-2000 season

$15,000

• American Association of Museums, Washington, DC Local activities associated with the 1999 annual conference • Anti-Defamation League of B'nai B'rith, New York, New York A World Of Difference art and diversity program

23,650

• Apollo's Fire� The Cleveland Baroque Orchestra Operating support as part of the BASICs Program

25,000

• Artists Archives of the Western Reserve Start-up support for permanent archive (over three years) • Beachwood Arts Council Millennium Impressions exhibit • City of Cleveland Excellence Through the Arts, a professional development and artist residency program in city recreation centers (over three years)

42,500 4,340

15,000 150,000

• Cleveland Center for Contemporary Art Operating support as part of the BASICs program Short-term facilities improvement study

60,000 7,500

• The Cleveland Modern Dance Association d.b.a. DANCEClevelmd Operating support as part of the BASICs program • The Cleveland International Film Festival, Inc. Camera equipment for Cleveland filmmakers Cultural Journeys, an outreach program for ethnic communities

10,000

• The Cleveland Play House Operating support as part of the BASICs program

150,000

300,000

400,000 250,000

25,000 7,500 2.500

7,500

• Cleveland Public Library Writer-In-Residence Program

13,000

• Cleveland Public Theatre, Inc. Operating support as part of the BASICs program

40,000

• Cleveland Signstage Theatre, Inc. Operating support as part of the BASICs program

50,000

• Cleveland State University Foundation, Inc. Cleveland State University Dance Program's Alternatives to Violence For Every Thing a Season: Jewish Ritual Art in Cleveland exhibition and related educational activities

4,500

50,000

• Committee for Public Art Organizational capacity building and neighborhood and public realm projects (over two years) 220,000 1

• Cleveland Ballet Operating support as part of the BASICs program

• The Cleveland Foundation (Inc.) Community Partnership for Arts and Culture's comprehensive cultural plan for the region Start-up support for the management, consulting and technical assistance costs of the capacitybuilding component of the BASICs program Technology upgrades for organizations in the BASICs program

10,000

• Cleveland Performance Art Festival, Inc. 1999 Cleveland Performance Art Festival Business plan, video sampler and catalogue archive of Cleveland Performance Art Festival

Cultural and Educational Institute for Boricua Advancement Program coordinator position for the Julia de Burgos Cultural Education Arts Center

• Cuyahoga Community College Foundation 1999-2000 Showtime at High Noon series Community outreach and education activities of the 2000 Tri-C JazzFest

18,000 15,000 40,000

• Dobama Theatre Operating support as part of the BASICs program

15,000

• Ensemble Theatre Operating support as part of the BASICs program

15,000

• Tom Evert Dance Company 1999-2000 season

7,500

• The Great Lakes Museum of Science, Environment & Technology Education and outreach programs for underserved children and adults (over three years) 450,000 • Great Lakes Theater Festival Operating support as part of the BASICs program

185,000

• Inventure Place, Inc., Akron, Ohio Professionalize salary structure of president/CEO (over two years)

30,000

• Karamu House, Inc. Operating support as part of the BASICs program

85,000

丨 Lyric Opera Cleveland Operating support as part of the BASICs program » Metropolitan Opera National Council Auditions District auditions for 1999 » Music & Performing Arts at Trinity Cathedral, Inc. Fiddling Around the World, a community-based performance and educational project

40,000 4,845

Operations, outreach and education programs of The Cleveland Orchestra (over three years) 1,500,000 Renovation of Severance Hall 1,000,000 • Near West Theatre Inc. Transitional support (over three years)

100,000

• New Cleveland Opera Company d.b.a. Cleveland Opera Arts marketing workshop for cultural community Operating support as part of the BASICs program

4,000 150,000

• Off-Hollywood Flick Fest Implementation of marketing plan

7,500 17,000 3,750

» Ohio Chamber Ballet, Akron, Ohio Operating support as part of the BASICs program

75,000

• Ohio Chamber Orchestra Discovery and Reconciliation: Spanish and Sephardic Music program Operating support as part of the BASICs program

3,000 40,000

• Opera Circle, Inc. 1999-2000 season Piano International Association of Northern Ohio Windows to the World of Music educational program

11’000

$6,101,953

Donor Designated Grants

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

Amount

• The Beck Center for the Cultural Arts

$12,130

• Cleveland Ballet

丨 Northeast Ohio Jazz Society Jazz on Wheels program and operations

Total Board Designated Grants

10,000

丨 The Musical Arts Association

• New Organization for the Visual Arts Exit strategy for closing of agency

• Young Audiences of Greater Cleveland, Inc. Summer training institute for artists and classroom teachers

154

• Cleveland Health Education Museum

57,019

• The Cleveland Institute of Art

50,807

• The Cleveland Institute of Music

10,730

• The Cleveland Museum of Art Purchase of objects of art exhibited in the May Show in memory of Oscar Michael, Jr.

193,386

• The Cleveland Museum of Natural History

414,417

500

• Cleveland Opera

155

• The Cleveland Play House Experimental or dramatic work

16,347 2,414

• Cleveland State University Foundation, Inc. The Poetry Center at Cleveland State University

1,850

7,500

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS

7,500

• The Intermuseum Conservation Association, Oberlin, Ohio

154 23,164

Playhouse Square Foundation PALOOZA community arts festivals (over 18 months) 85,000

• Irish American Archives Society • Karamu House, Inc.

160,319

Professional Flair Inc. Administrative director position (over two years)

• The Musical Arts Association

139,828

• Oglebay Institute, Wheeling, West Virginia

177,011

Rainbow Children's Museum/TRW Early Learning Center Implementation of the new name and identity project

40,000

62,993 15,000

The Sculpture Center Restoration and preservation of the sculptures in University Circle's Fine Arts Garden

20,000

The Singers' Club of Cleveland 20th Century Choral Classics concert

• Poets' League of Greater Cleveland, Inc.

1,850

• The Western Reserve Historical Society

10,885

Total Donor Designated Grants

Riverside Academy of Music Capital improvements

758

$1,273,878

7,500

SPACES Operating support as part of the BASICs program (over 15 months)

46,875

Spirit of Cleveland, Inc. Visitor information center and ticket sales outlet

50,000

The Western Reserve Historical Society Public programming associated with the exhibit Civil War! For God, Union, and Glory (over 15 months)

50,000

鬥 Donor Advised Grants

Grants are for general support unless otherwise noted. Grants and Use of Income

Amount

• Access to the Arts

00(

• Apollo's Fire: The Cleveland Baroque Orchestra

50(

o oo 5 o 2

• The Beck Center for the Cultural Arts

5,0C

• Broadway School of Music & the Arts Annual fund • Case Western Reserve University Friends of Eldred Theatre

20(

• Central Virginia Educational Telecommunication Corporation - WCVE-FM, Richmond, Virginia 1,0(

• Cleveland Ballet

0,750 11

5o 2 5

• Cleveland Public Radio

10,781

• Fine Arts Association, Willoughby, Ohio

2,000

• Friends of the Cleveland School of the Arts Accelerated Readers Program Library books

• The Holden Arboretum • La Mesa Espanola Jessie A. Tucker Memorial Program • La Quinta Arts Foundation, La Quinta, California • Lake County Historical Society

• The Musical Arts Association 21st Century Campaign Annual fund Concerts for young people Education fund Educational programs for children

500

• The Cleveland Society for the Blind

500

2,000

600 1,250 500

鬥

1,000 1,000

3,000 25C 1,00C 47.50C

綱

• Ohio Boychoir, Inc. • Palm Springs Desert Museum, Inc., Palm Sorinss, California

鬥

• Cleveland Signstage Theatre, Inc. Annual fund

500

5,750

’

1,000

• Lyric Opera Cleveland

• Music & Performing Arts at Trinity Cathedral, Inc.

鬥

2,000

1,000

• The Morikami’ Inc., Delray Beach, Florida

鬥

11,500

• The Lake View Cemetery Foundation

• Metropolitan Opera Association, Inc., New York, New York Education Fund The National Council Sponsor Patron

10,000

500

• Cnmmittftp for Pnhlip. Art.

1,000

• Harbor Heritage Society 4,181 1,500

24,050 300

• English-Speaking Union of the United States, New York, New York Patron fund

• Great Lakes Theater Festival School residency program

• Cleveland Public Theatre, Inc. Production of Der Kaiser von Atlantis

• Cleveland Women's City Club Foundation

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS Annual fund

500

oo oo o o o 59 7 5o

• The Cleveland Play House Annual fund Educational programs

1,000

o oo o o o oo o oo o 5o 2 o 5 o

• Cleveland Opera Annual fund Supertitle equipment

• Dobama Theatre Marilyn Bianchi Kids Playwriting Festival

7 oo o oo o 3 o o 5 oo 5 8 oo 5

• The Cleveland Music School Settlement Early childhood library

1,000

• Dunham Tavern Museum

鬥

250

• Croatian National Women's Club Helping Hands Fund

• The Great Lakes Museum of Science, Environment and Technology Environment and Technology

9,000 7,

• The Cleveland Museum of Natural History Observatory access for handicapped Planetarium

• Community Television of Southern California, Los Angeles, California

o o 5 o 3 5

• The Cleveland International Film Festival, Inc. Student Film Festival

• The Cleveland Museum of Art Annual fund Department of Musical Arts Sundry Purchase Account New Directions Parade the Circle Workshops

5,000

• Gorilla Foundation, Woodside, California

• Cleveland Health Education Museum

• The Cleveland Institute of Music Annual fund

• Community Re-Entry, Inc. Women's Re-Entry Resource Network

• Friends of the Cultural Center, Inc., d.b.a. The McCallum Theatre, Palm Desert, California

• Cleveland Center for Contemporary Art Space improvements

• The Cleveland Institute of Art

1,000

o o oo o o 0 o 5 o 5 o 0 1 2 o 2 5 5 7 53

C S 1

• Cleveland Botanical Garden Capital campaign

• Chautauqua Foundation, Chautauqua, New York Drama Facility

• Commonwealth Players, Inc., Richmond, Virginia

|P"«1

• Philharmonie Center for the Arts, Naples, Florida Committee of a Thousand program • Playhouse Square Foundation Allen Theater renovation Annual fund Capital endowment Project Discovery

1,000 11,500 5,000 1,600 15,000 300,000

• Professional Flair Inc. Administrative costs for new facility

250 5,000

• Rainbow Children's Museum/TRW Early Learning Center Support for TRW Early Learning Center

5,000

• Rebuild Dubrovnik Fund, Washington, DC Romanesque benefactor • Science Museum of Virginia Foundation, Inc., Richmond, Virginia

500 1,500

• Shaker Lakes Regional Nature Center Annual fund 1,000 Senior Naturalist Endowed Fund in honor of Kay and Jim Carlson's commitment to the environment 10,000 • Theatre IV, Richmond, Virginia Empire campaign

500

• Toledo Community and Cultural Arts Center, Toledo, Ohio Valentine Theatre enhanced communication • Wendell Gilley Museum, Southwest Harbor, Maine In honor of Kate Briggs • Western Reserve Fine Arts Association, Madison, Ohio • The Western Reserve Historical Society Crawford Auto-Aviation Museum and the History Museum

75,000 1,000 250 1,000 150

• Wildlife Conservation Society, Bronx, New York

150

• The Woodlands Center for the Performing Arts, The Woodlands, Texas

1,250

• Young Audiences of Greater Cleveland, Inc.

7,000

Total Donor Advised Grants

$797,396

Total Arts and Culture Grants (Board Designated, Donor Designated and Donor Advised)

C I V I C AFFAIRS GRANTS

Board Designated Grants Grants and Use of Income

Amount

• The Animal Protective League Humane Education Program

$23,000

• Case Western Reserve University Mandel School of Applied Social Sciences HomeNet Program (over two years)

• Citizens Policy Center Public education efforts pertaining to Ohio's electric industry deregulation law • The City Club of Cleveland Renovation of the present facility • City Year Inc., Boston, Massachusetts City Year Cleveland

• Cleveland Development Foundation Pilot summer work-experience program for high school students

• Cleveland Neighborhood Development Corporation General operations

20,000

88,300

• Cleveland State University Foundation, Inc. Maxine Goodman Levin College of Urban Affairs' Forging Metropolitan Solutions to Urban and Regional Problems project

50,000

20,685

• Cleveland Tomorrow Construction costs associated with the Euclid Beach Carrousel Project

34,750

•

• Cleveland Bar Foundation Feasibility study for Cleveland Bar Association's dispute resolution program

100,000 100,000 30,000

7,500

41,965

• The Cleveland Foundation (Inc.) The Cleveland component of the John F. Kennedy School of Government at Harvard University's Social Capital Community Benchmark Survey project 75,000 Participation in property acquisition of the Hanna Building and adjacent properties as part of the revitalization of the Playhouse Square area (over three years) 200,000 Summer Intern program 155,000 • City of Cleveland Heights The First Suburbs Consortium's Retail Revitalization Initiative

45,000 150,000

40,000

250,000

• City of Cleveland Cleveland 2020 Vision： Citywide Plan Census 2000: Complete Count Program (over 18 months)

• Cleveland Housing Network Inc. Construction manager position (over three years) Homeward Program

41,100

• Cleveland Municipal Court Staff training and development program (over two years)

57,895

• Citizens League Research Institute Research activities on regionalism and summary and analysis of the Cleveland Municipal School District's 1999-2000 budget Core operations and research activities (over 18 months)

• Cleveland Historic Warehouse District Development Corporation Neighborhood Services Plan

100,000

• Coventry People Enhancing A Child's Environment Incorporated Coventry Elementary School baseball field renovation • Cuyahoga County Planning Commission Brownfields Redevelopment Fund The Census 2000 Program

300,000

5,000 125,000 7,500

• The Cuyahoga Plan of Ohio, Inc. Northeast Ohio Fair Housing Alliance

15,000

• Downtown Cleveland Partnership 1999 Downtown Cleveland Winterfest

5,000

• Dunham Tavern Museum Construction of an education center

10,000

• EcoCity Cleveland Sustainable-Communities Symposium 2000

25,000

• Euclid Community Concerns Program activities to promote diversity and understanding

9,000

• Famicos Foundation, Inc. Notre Dame Academy Renovation project • Greater Cleveland Habitat for Humanity, Inc. Adopt-A-House program Habitat ReStore program

144,531 25,000 40,000

• Greater Cleveland Media Development Corporation Efforts to increase media production in metropolitan Cleveland 50,000

• Greater Cleveland Roundtable Intercultural Community Council

Donor Designated Grants

7,500

• Historic Gateway Neighborhood Corporation East 4th Street Initiative Restoration of historic elements of The Arcade

35,000 150,000

• League of Women Voters of Cleveland Educational Fund, Inc. 1999 Voters Guide A Call for Civic Renewal program (over two years) • National Service to Regional Councils, Washington, DC The 1999 National Regional Summit

3,000 72,777

5,000

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

Amount

• Anti-Defamation League of B'nai B'rith, New York, New York Anti-Defamation League of B'nai B'rith Northern Ohio Regional Office for efforts to dispel antisemitism

$28,000

• Neighborhood Funders Group Inc., McLean, Virginia Strong Families/Strong Neighborhoods conference 7,500

• Cleveland Development Foundation Scholarships for Leadership Cleveland

• Neighborhood Progress, Inc. The Neighborhood Retail Initiative (over two years) 80,000

• East Side Interfaith Ministries

• Ohio & Erie Canal Association, Akron, Ohio Development of the Ohio and Erie Canal National Heritage Corridor Management Plan

• The Women's City Club of Cleveland Educational lectures

50,000

• Ohio CDC Association, Columbus, Ohio Development of a Neighborhood Assistance Program (over two years) 30,000 • Ohio State University Foundation, Columbus, Ohio Master Gardener School Project • The Old Stone Foundation School-to-Work Transitional Program (over two years)

4,696

20,000

11,814 474

• The Holden Arboretum, Kirtland, Ohio

Total Donor Designated Grants

28,189 909

$69,386

Grants are for general support unless otherwise noted. Grants and Use of Income

Amount

• The City Club of Cleveland Capital campaign • The City Club Forum Foundation, Inc.

1,250

• City Year Inc., Boston, Massachusetts City Year Cleveland

501

150,800

• Citizens League Research Institute

10,000

• Substance Abuse Initiative of Greater Cleveland Neighborhood Safe Zones Project

• Civic Foundation Accessibility improvements

60,000

• University Circle Incorporated Beautification and enhancement of Cedar Avenue Lighting enhancements for Wade Oval Strategic plan

7,500 7,500 75,000

• Cleveland Council on World Affairs Annual campaign Campaign for the Council Educational Resource Center

• Urban League of Cleveland Organizational capacity building (over two years) The Rising Tide Initiative

110,521 7,500

• Youth Opportunities Unlimited Core operations and two employment specialist positions

Total Board Designated Grants

77.867

80,000

$3,492,220

• Cleveland Engineering Society Endowment fund

oo oo oo o o 5 oo 6 5 25 1

• Partners for Livable Communities Inc., Washington, DC Publication of The State of the American Community, 2000

• Vocational Guidance Services Consumer advocate position

9，

• ParkWorks, Inc. Transition and program expansion (over two years)

• American Civil Liberties Union of Ohio Foundation, Inc. Resource booklet on teens, healthcare and the law

o o o oo 5o oo 6o o

• The Animal Protective League

IX r H

’ 00(

• The Research Foundation of State University of New York, Albany, New York The Nelson A. Rockefeller Institute of Government's study on the effects of welfare reform on community development corporations (over 18 months) 48,833

251 ,00(

• Cleveland Housing Network Inc. Housing services manager position, and short-term rental assistance program

5,000

• Cleveland Restoration Society

1,000

• Cleveland Tomorrow Cleveland Learning Center • Cleveland Works, Inc. Annnal fnnH

150,000 2,000 m

• Coventry People Enhancing A Child's Environment Incorporated Cleveland Heights playground project

5,000

• Cuyahoga Valley Environmental Education Center, Peninsula, Ohio

1,000

• Cuyahoga Valley Scenic Railroad, Peninsula, Ohio School field trip programs

6,000

• Downtown Dayton Partnership, Dayton, Ohio Riverscape Inventors River Walk Tours

75,000

• May Dugan Center

1,000

• EconomicsAmerica, Cleveland Center Annual fund

1,000 250

• Friends of Project: LEARN, Inc.

250

• Greater Cleveland Habitat for Humanity, Inc. Software system upgrade

2,200 4,000

• Alan Guttmacher Institute, New York, New York

500

• Habitat for Humanity of Goochland County, Inc., Goochland, Virginia

500

• Hard Hatted Women Educational Dissemination project

2,500

• Heights Community Congress

1,000

• Pathfinder International, Watertown, Massachusetts Annual fund

2,000

• Richmond Metropolitan Habitat for Humanity, Richmond, Virginia

500

• Riverside Cemetery Foundation

1,000

• Shaker Square Area Development Corporation

1,000

• Towards Employment, Inc. Job Placement Program

500 3,000

• United Way Services

500

• University Circle Incorporated

5,000

• Urban Land Foundation, Washington, DC

8,050

• Vocational Guidance Services

1,500

• World Affairs Council of America, Washington, DC National conference brochure

2,500

Total Donor Advised Grants

$317,200

Grants and Use of Income

Amount

• The Cleveland Foundation (Inc.) Historic Gateway Neighborhood Corporation's restoration of historic elements of The Arcade $750,000 • Cleveland Tomorrow The Cleveland Civic Vision Housing Fund

Total Program-Related Investments

1,000,000

$ 1,750,000

� �

Total Civic Affairs Grants and Program-Related Investments $5

628

(Board Designated, Donor Designated, Donor Advised and Program-Related Investments)

806

EDUCATION GRANTS

Board Designated Grants Grants and Use of Income

Amount

• Case Western Reserve University Third-year activities of the partnership between Kirk Middle School and the University Center for Innovation in Teaching and Education $6,500 • Citizens' Academy Start-up support for community school

65,416

• Cleveland Council on World Affairs Start-up support for Education Resource Center

10,000

• The Cleveland Education Fund Operating support • The Cleveland Foundation (Inc.) Community Schools Evaluation Feasibility study and strategic plan for establishing and sustaining a Cleveland BoyChoir school Gifted and talented education at Denison Elementary School Purchase of copies of Encarta Africana for the Cleveland Municipal School District, East Cleveland City Schools, and the Cleveland and East Cleveland public libraries Research and evaluation for Cleveland Municipal School District Short-term initiatives for Cleveland Municipal School District Strategic initiatives of the Cleveland Municipal School District� professional development, research and evaluation, and governance and management

175,000 100,000

50,000 2,058

15,000 30,000 30,000

850,000

• The Cleveland Initiative for Education Operating support

325,000

• Cleveland Scholarship Program Comprehensive evaluation of its financial aid and advisory programs (over 14 months)

106,786

• Cleveland State University Foundation, Inc. President's Initiative Fund • Community Re-Entry, Inc. Educational Advocate Program • Community Renewal Society, Chicago, Illinois Publication of CATALYST: Voices of Cleveland School Reform (over 27 months)

100,000 80,000

418,059

• Cuyahoga Community College Foundation Summer research fellowships as part of the Bridges to Success in the Sciences Program (over 14 months) Phase Two of the Research and Development Think Tank (over 18 months)

240,854

• Education & Charitable Foundation of Eta Phi Beta Sorority, Inc. - Grand Chapter, Detroit, Michigan Academic enrichment and tutoring in East Cleveland

20,000

• Facing History and Ourselves National Foundation, Inc., Brookline, Massachusetts Professional development for Greater Cleveland public school teachers

35,000

• Fairhill Center for Aging Start-up support for The Intergenerational School Community School

50,000

14,390

• Greater Cleveland Roundtable Cleveland Summit on Education

232,512

• Kenyon College, Gambier, Ohio Cleveland and the Great Migration� Professional development for Cleveland public school teachers

100,000

• The Lake View Cemetery Foundation Noted Personalities reference publication

24,000

• Lorain County Community College Foundation, Elyria, Ohio Widening the Corridor� Building a Dynamic Regional Workforce project

60,000

• David N. Myers College Utilizing Technology to Maximize Learning initiative (over two years)

185,800

• New Ohio Institute, Toledo, Ohio One-day meeting of education scholars and practitioners on Smart Schools report

4,500

• Notre Dame College of Ohio Pilot Laptop Program

57,020

• The Ohio Community Schools Center, Inc., Columbus, Ohio

50,000

• Ohio Department of Education, Columbus, Ohio Implementation of an improved program management process Research and policy development for school funding project • Old Brooklyn Montessori School Start-up support of community school

21 30,000 50,000 43,000

• Project: LEARN, Inc. Strategic plan

5,000

• The Tides Center, San Francisco, California Operating support for Grantmakers in Education

3,000

• Ohio Wesleyan University, Delaware, Ohio

• The Washington Center, Washington, DC Scholarships for 25 students to participate in Washington, DC-based internship

• The Piney Woods Country Life School, Piney Woods, Mississippi

11,638

• Princeton Alumni Association of Northern Ohio

3,261

• Princeton University, Princeton, New Jersey 50,000

155

• Saint Mary Seminary

2,837

• United Way Services Cleveland Reads' Conference on Tutoring 3,000 Expansion of Cleveland Reads' Literacy HOTLINE 66,000 Cleveland Reads' pilot school-corporate partnership 34,500

• Shaker Schools Foundation Ruth S. Affelder Reading Fund

1,167

• Youth Opportunities Unlimited Training Academy

• Smith College, Northampton, Massachusetts

179,243

15,000

• United Negro College Fund, Fairfax, Virginia

11,638

Total Board Designated Grants

$3,737,395

• University of California, Berkeley, California

311

• University of the Pacific, Stockton, California

311

• University School

155

Donor Designated Grants

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

• Sigma Pi Phi Fraternity - Tau Boule

Total Donor Designated Grants

200

$181,526

Grants and Use of Income

Amount

鬥 • Andrews School, Willoughby, Ohio

$500

• Ashland University, Ashland, Ohio

5,874

• Beloit College, Beloit, Wisconsin

5,000

• Aurora City School District, Aurora, Ohio Maintenance of Moore property

6,631

• Aurora One Fund, Aurora, Ohio Educational programming

15,000

• Baldwin-Wallace College

56,427 233 597,432

• Benedictine High School

500

• Borromeo Seminary, Center for Pastoral Leadership, Wickliffe, Ohio

250

• Hathaway Brown School Class of 1955 Molly Offutt Chair in History

4,260 500 3,000

• John Carroll University EconomicsAmerica, Cleveland Center Institute for Education Renewal endowment fund

1,300 300 5,000

2,057 1,165

• Case Alumni Association Annual Fund

• Cleveland Lutheran High School Association Equipment for the science laboratories

3,550 157

• Case Western Reserve University Croatian participation in summer program Foundry Education Foundation Friends of Eldred Theatre Public Policy Forum School of Medicine Weatherhead School of Business

151,743

• Cleveland State University Foundation, Inc.

233

• Connecticut College, New London, Connecticut

311

• Cuyahoga County Public Library

817

• Hawken School • The Hill School, Pottstown, Pennsylvania

1,315 154

• The Choate Rosemary Hall Foundation, Inc., Wallingford, Connecticut Annual Fund Class of 1951

1,000 1,000 5,000

• Hillsdale College, Hillsdale, Michigan

27,392

• Citizens' Academy Program Evaluation Plan

• Kenyon College, Gambier, Ohio

17,509

• Cleveland Association of Phi Beta Kappa Society

• Lake Erie College, Painesville, Ohio • The Lakeland Foundation, Kirtland, Ohio • Daniel E. Morgan School

227,339 18,792 391

oo oo oo o5 4 o o 3o 5 o o o 65 2 5 o9 o

• The Cleveland Foundation (Inc.) Gifted and talented education at Oliver Hazard Perry Elementary School Rhoda A. Affelder Fund for educational purposes

• Cleveland Public Library

鬥

Grants are for general support unless otherwise noted.

2,937

• Case Western Reserve University

門

$1,533,010

• Ashland Library Association, Ashland, Ohio

• John Carroll University

鬥

Donor Advised Grants

Amount

• Ashland County Community Foundation, Ashland, Ohio Ashland organizations and individuals

3,109

100

• The Cleveland Education Fund Project Achieve

2,000 0,000

• Cleveland Hts.-University Hts. Public Schools Foundation

6,000

鬥

• Cleveland Scholarship Programs, Inc.

9,250

• Cleveland State University Foundation, Inc. Microenterprise project

500 7,000

• Columbus State Community College Development Foundation Inc., Columbus, Ohio Ameritech Workforce Program • Cornell University, Ithaca, New York Deanship of Johnson Graduate School of Management • Cranbrook Educational Community, Bloomfield Hills, Michigan

150,000

38,000 250

150,000

• Cuyahoga Valley Association, Peninsula, Ohio

2,250

• Dartmouth College, Hanover, New Hampshire Alumni fund Class of 1955 Annual Fund

200

1,000 1,000

• Denver Waldorf School, Denver, Colorado

7,000

• Exuma Foundation

5,000

• Gilmour Academy, Gates Mills, Ohio Annual Fund Baseball summer league School chapel • Global Issues Resource Center Teaching in the Global Neighborhood

o ooo o o o o o o oo o 1 o 5

• Facing History and Ourselves National Foundation, Inc., Brookline, Massachusetts Education program in Cleveland schools

• Grant Middle School, Denver, Colorado Purchase of accessories and equipment

• Harvard University, Cambridge, Massachusetts Laboratory of Fakri A. Bazzaz • Hawken School, Gates Mills, Ohio Annual giving and Alumni Scholarship fund Capital campaign • The Hill School, Pottstown, Pennsylvania • Hillsdale College, Hillsdale, Michigan • Hiram College, Hiram, Ohio • Institute for Educational Renewal • Junior Achievement of Greater Cleveland, Inc. • Kenyon College, Gambier, Ohio Harry Clor Chair in Political Science • Kimball Union Academy, Meriden, New Hampshire • Kirtland Public Library

1,000 2,500

ooooooooo oo oo o o 0 5 0 o 5 o 0 6 0 o 5 2o o 1o 2 o o 5 5 o 9 24 5 2 5

• Harvard University, Cambridge, Massachusetts Class of 1936 endowment program Graduate School of Design

5 o 2 o

• Harvard Business School, Alumni Center Soldiers Field, Cambridge, Massachusetts School fund drive

1,000

• Lake Erie College, Painesville, Ohio

5,000

• The Lakeland Foundation, Kirtland, Ohio

4,000

• Laurel School Annual Fund - Class of 1950

1,000 2,000

• Lawrence School Endowment fund • Learning About Business

• Cuyahoga Community College Foundation Ameritech Customer Service and Call Center Project

David N. Myers College

• Lake Educational Assistance Foundation, Mentor, Ohio

500 1,000

• Marotta Montessori Schools of Cleveland

250

• The Masters School, Dobbs Ferry, New York Annual Fund

750

• Methodist Theological School in Ohio, Delaware, Ohio Thomas Taylor Chair 66,700 • The University of Michigan, Ann Arbor, Michigan School of Business

400

• Montessori Development Partnerships

1,000

• Oberlin College, Oberlin, Ohio Biology building

5,000

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

1,500

• The Ohio State University, Columbus, Ohio School of Business

1,000

• Ohio Wesleyan University, Delaware, Ohio Sandusky streetscape

2,500

• P.M. Foundation, Inc. Annual fund Education fund Endowment fund

500 500 500 250

• Painesville City Local School District, Painesville, Ohio Hobart School Playground

250

• Phi Beta Kappa Society, Washington, DC

100

• Pomona College, Claremont, California National Campaign Committee • Positive Education Program Mime/Theatre therapy • Princeton University, Princeton, New Jersey • Regina High School • Saint Ignatius High School Parents Annual Fund Campaign

10,000 2,500 10,000 500 1,400

• Sisters of the Incarnate Word Retirement fund

500

• Smith College, Northampton, Massachusetts Annual Fund Class of 1954

500

• St. Francis of Assisi Church

250

• St. Ignatius High School • Stanford University, Stanford, California • Swarthmore College, Swarthmore, Pennsylvania Annual Fund • Thomas College, Thomasville, Georgia Building relocation

27,500 5,000 500 25,000

• Tiffin University, Tiffin, Ohio

• The Cleveland Institute of Art Internship/Job Development Coordinator positionl

鬥 f***!

22,800

• Cleveland State University Foundation, Inc. PROJECT SPRINGBOARD pilot program to advance career goals of students with disabilities 48,670 R. Earl Burrows Memorial Scholarships 3,000 Annual support (University

School Annual Fund REACH program Tower Society Parents

• Ursuline College

3,750

• Wellesley College, Wellesley, Massachusetts

5,000

• Western Reserve Academy, Hudson, Ohio Annual Fund

21,800

• David N. Myers College The Henry Ford II Scholarship Cooperative Education Employment Center

1,000 14,135

• Notre Dame College of Ohio Encouraging student participation in cooperative education and promoting career awareness

Total Board Designated Grants

鬥

4,350 f-

$203,781

300

• The College of Wooster, Wooster, Ohio Annual Fund Severance Chemistry Building support

5,000

鬥 1

国

Donor Designated Grants

10,000

> Yale University, New Haven, Connecticut Annual Fund

250

• Young Life Memorial/Spring Branch, Houston, Texas

Total Donor Advised Grants

• Cuyahoga Community College Foundation Cooperative Education Program

鬥

The Cleveland Foundation (Inc.)

$389

Total Donor Designated Grants

$389

鬥鬥

1,000

$959,804

Total Fenn Educational Fund Grants (Board Designated and Donor Designated)

$204,170

Special Purpose fund The Cleveland Foundation administers a special purpose fund in education. The Fenn Educational Fund, established in 1971, pro motes and assists in developing cooperative education and work study programs at institutions of higher learning in the Greater Cleveland area.

F E N N EDUCATIONAL F U N D

ts $6,434,379

Total Education Grant

鬥

Board Designated Grants Grants and Use of Income

’ Baldwin-Wallace College Enhancing a Strong Co-op Program and Adding Minority Opportunities project Two half-day seminars for Fenn grant recipients and other area institutions and individuals concerned with cooperative education and internships

Amount

P-®! $24,000 m 5,326

• John Carroll University Additional staff support for the cooperative education program Charles J. Stilwell Scholarships

22,000 6.700

• Case Western Reserve University Expanding Cooperative Education and Internships for the Biomedical/Biotechnology Industry in Northeast Ohio project

30,000

�

E C O N O M I C DE 瞽ELOPMENT GRANTS

Donor Advised Grants

Board Designated Grants Amount

Gran ts and Use of Income 1

丨

Case Western Reserve University The Center for Regional Economic Issues' Advancing Change in the Metropolitan Economy program (over three years) $300,000 The Case School of Engineering's Technology Transfer Initiative - Phase I (over three years) 465,000 Cleveland Development Foundation Greater Cleveland Growth Association's Northeast Ohio Access to Capital Network (over two years)

250,000

30,000

Enterprise Development, Inc. The Angel Capital Electronic Network (ACE-Net) Program (over three years)

75,000

Grants and Use of Income

Amount

• Cleveland Advanced Manufacturing Program Advanced electronic business services Campaign for Manufacturing Advancement • Downtown Cleveland Partnership Ameritech Customer Service and Call Center Program

$300,000 5,000

200,000

$505,000

Total Donor Advised Grants

(Cleveland

Neighborhood Development Corporation Program enhancements for the Cleveland Industrial Retention Initiative

Grants are for general support unless otherwise noted.

Amount

Grants and Use of Income

• Kent State University Foundation, Inc., Kent, Ohio The Ohio Employee Ownership Center's Business Succession Planning Program 22，194 The Minority Business Program's Preparing African-American Businesses for the 21st Century： Implementing a Pilot Program for Economic Independence and Self-Reliance 153,358 (over three years) • National Business Incubation Association, Athens, Ohio The 14th International Conference on Business Incubation

5,000

• Shorebank Enterprise Group Cleveland Core operations (over two years)

• Cleveland Advanced Manufacturing Program Assistance in reducing an existing bank line of credit being used for the renovation of the Work Wear facility (over three years)

Total Program Related Investments

Total Economic Development Grants

$1,000,000

$4,020,552

(Board Designated, Donor Advised, and Program-Related Investments)

1,050,000

• Work in Northeast Ohio Council The Investing in Development by Combining Basic and Higher-level Skills Training project

75,000

• Working for Empowerment Through Community Organizing The Microenterprise Program (over two years)

90,000

Total Board Designated Grants

Program-Related Investments

$2,515,552 25

ENVIRONMENT

門鬥鬥 Board Designated Grants

Donor Designated Grants

Grants and Use of Income

Amount

• The Clean Air Conservancy Cooperative effort on air pollution permitting reform

$34,800

Grants and Use of Income

250,000 2,000

• Cuyahoga River Community Planning Organization Increase public involvement in Cuyahoga River restoration activities

• Earth Day Coalition EARTHFest 2000 Coordinator position The Sustainable Cleveland Partnership

2(5

鬥

2,239

$3,311

F"!

鬥

Grants are for general support unless otherwise noted. Grants and Use of Income

鬥

Amount

f®"*!

100,000 25,000 25,000

• National Audubon Society, Columbus, Ohio Birding trails and festivals program

17,500

• Oberlin College, Oberlin, Ohio Speakers' series on environmental design and urban issues

12,500

• Ohio Environmental Council, Columbus, Ohio Watershed efforts in Northeast Ohio

17,040 5,000

34,900

• Sustainable Energy for Economic Development Electric Utility Deregulation Workshop

5,000

• Trust for Public Land, San Francisco, California Start-up support for the Cleveland field office

45,000

• Western Reserve RC&D Inc., Painesville, Ohio The Countryside Program

30,000

Total Board Designated Grants

• ParkWorks, Inc.

Donor Advised Grants

20,000

• Shaker Lakes Regional Nature Center Peer review and consulting support for new strategic plan

839

40,000

• EcoCity Cleveland Communication activities related to regional open space plan

• ParkWorks, Inc. Guide to Greater Cleveland parks

$233

• Geauga Park District

Total Donor Designated Grants

7,500

鬥

Amount

• Cleveland Zoological Society

• Cleveland Metroparks System The Leonard Krieger Canalway Center State-wide work on park and recreation funding needs and opportunities

• Cuyahoga Valley Association, Peninsula, Ohio 25th Anniversary Celebration of Cuyahoga Valley National Recreation Area Appropriate agricultural development in the Cuyahoga Valley National Recreation Area (over two years)

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

$671,240

• Amber Lake Wildlife Refuge & Rehabilitation Center Inc., Englewood, Florida Annual fund

$250

• Chagrin River Land Conservancy Land protection fund

5,000 200

• Cleveland Zoological Society Australian Adventure Railroad Conductors' Circle

6,000 4,000 1,000

• Cuyahoga River Community Planning Organization

350

• Cuyahoga Valley Environmental Education Center, Peninsula, Ohio Annual support Programs for low-income children

250 500

• The Dolphin Institute, Honolulu, Hawaii

10,000

• East Cleveland Park Commission Rehabilitation and improvements to East Cleveland parks and public space

80,000

• EcoCity Cleveland Friends Campaign

100

• Geauga Park District Music Street land acquisition

500

f-"*!

鬥

• Lewis Ginter Botanical Garden, Inc., Richmond, Virginia

1,000

F™!

• Grand River Partners, Inc.

2,500

鬥

• Lake Metroparks

250

• Living Desert Reserve d.b.a. The Living Desert, Palm Desert, California

• Mote Marine Laboratory, Sarasota, Florida Annual fund

• The Nature Conservancy, Inc., Charlottesville, Virginia

30(

o 5o oo 5 7 oo oo o

• The Nature Conservancy - Ohio Chapter, Dublin, Ohio General support for Northeast Ohio Ohio Field Office

rL /L ^IK /IV

• ParkWorks, Inc. Annual Fund Tree Commission's 1999 Spring Plan Urban elementary playground initiative • Rails to Trails Conservancy, Washington, DC

• Scenic Ohio, Columbus, Ohio A gift in the name of William Behnke

2,500

• Shaker Lakes Regional Nature Center Annual fund Earthkeepers program

1,000 150 3,500

• Trust for Public Land - Midwest Field Office, Minneapolis, Minnesota

1,000

• Western Reserve RC&D Inc., Painesville, Ohio

1,000

• The Wilds, Cumberland, Ohio Annual fund

Total Donor Advised Grants

250

$213,100

Total Environment Grant s

$887,651

(Board Designated, Donor Designated and Donor Advised)

鼷EALT 闢 GRANTS �

f-1 Cleveland State University Foundation, Inc. Integration of technology into nursing curriculum

Board Designated Grants

Grants are for general support unless otherwise noted. Grants and Use of Income

• Alliance for The Mentally 111 of Metro Cleveland Program for parents of children with serious mental disorders • Alzheimer's Disease and Related Disorders Association, Inc. Expansion of services for those with memory loss (over two years)

$35,000

166,645

• American Lung Association of Ohio Tobacco Prevention Program for teens (over two years)

90,400

• American Sickle Cell Anemia Association Communications manager position

34,750

• Board of Cuyahoga County Commissioners Expansion of in-home services for frail elderly (over three years) • Eliza Bryant Center Capital expansion project • Bureau of Drug Abuse, Cleveland Treatment Center, Inc. Partial support of a regional conference on best practices in drug treatment • Camp Ho Mita Koda Renovation and expansion of camp facilities • Care Alliance Purchase and renovation of new facility • Case Western Reserve University The Allen C. Holmes Chair in Neurology The School of Dentistry's research plan in immunology (over three years)

Amount

1,500,000 50,000

7,500 35,000 100,000 50,000 280,000

69,231

Cuyahoga Community College Foundation Workshop for police officers on issues related to the needs of the elderly

1,500

Cuyahoga County District Board of Health Cancer screening follow-up services for women

33,500

Environmental Health Watch, Inc. Lead and asthma hazard control project

30,000

Fairhill Center for Aging Expansion of its senior computer lab (over two years)

75,000

Fairview Foundation Program to increase organ donation referrals

60,000

Federation for Community Planning Public health improvement effort

25,000

The Free Medical Clinic of Greater Cleveland Facility expansion and renovation Start-up support for Advocacy Initiative Project (over two years)

100,000 92,169

Funders Concerned About AIDS, New York, New York Outreach efforts on HIV/AIDS issues (over three years) 15,000 The Gathering Place Start-up support of cancer wellness center (over 18 months) The Gerontological Society of America, Washington, DC Planning meeting in Cleveland

90,000

6,000

Grantmakers in Health, Washington, DC Community foundations' health care access project

15,000

Greater Cleveland Hospital Association Transitional support for The Trauma Foundation of Northeast Ohio

46,369

Health Hill Hospital for Children Foundation Respite care program for children with complex medical needs

64,205

50,000

• The Cleveland Foundation (Inc.) External assistance to identify funding options for a cooperative transportation program for the elderly (over three years)

10,000

• Cleveland Hearing and Speech Center Strategic plan

20,000

HealthRays Foundation, Inc. Study of nursing staff recruitment and retention in member facilities

711,697

Hopewell Inn, Mesopotamia, Ohio Expansion of outreach and marketing program (over two years)

92,903

Eliza Jennings Group Strategic plan

20,000

• The Cleveland Psychoanalytic Society Distribution from the Alva Bradley Fund (over five years) • The Cleveland Society for the Blind

50,000

鬥

• Jewish Community Center of Cleveland Cooperative transportation program for the elderly (over three years)

Donor Designated Grants

219,260

• Judson Retirement Community Strategic plan

25,600

• Lakewood Hospital Foundation, Inc. Start-up support for Lakewood Hospital Association's Teen Health Center (over three years) 75,000

网

• Malachi House, Inc. Late-stage terminal care program for low-income residents

85,000

• A. M. McGregor Home

50,000

• National Foundation for Ectodermal Dysplasias, Mascoutah, Illinois Child-related activities at its 1999 National Family Conference in Cleveland

100,000 50,000

• Our Lady of the Wayside, Inc. Community Recreation Program

20,000

• Planned Parenthood of Greater Cleveland, Inc. Patient retention study

27,675

• Providence House, Inc. Crisis care services for children from Glenville and Collinwood neighborhoods

30,000

• Psychobiology Clinic of Greater Cleveland, Inc. Development of a business plan

20,000

• Rainbow Babies and Childrens Hospital of University Hospitals Instruments and music therapy equipment

• American Heart Association, N.E. Ohio Affiliate, Inc. Research or any other purpose

3,372

• American Veterinary Medical Foundation, Schaumburg, Illinois

12,592

• Arthritis Foundation, Northeastern Ohio Chapter

1,315

• Bellevue Hospital, Bellevue, Ohio

7,065

• Eliza Bryant Center • Case Western Reserve University Cancer research Medical research and general support Outpatient clinic for dispensary Research in diseases of the eye Scholarships or research • The Catholic Diocese of Cleveland Foundation Benefit of aged persons

• The Cleveland Clinic Foundation Eye Center Research in diseases of the eye • Cleveland Hearing and Speech Center

20,000

• Deaconess Community Foundation

• The Benjamin Rose Institute

50,000

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

• United Cerebral Palsy Association of Greater Cleveland, Inc. Start-up support for assistive technology center (over 18 months)

77,400

• West Side Community Mental Health Center New client services building

75,000

$5，231，129

2,00C

• The Free Medical Clinic of Greater Cleveland • Grace Hospital Equipment

4 3 3 5

• The Golden Age Centers of Greater Cleveland, Inc

2 5o 5 5 4 6 4 2

Total Board Designated Grants

• Fairview Foundation Conference travel for Lutheran Medical Center Fairview General Hospital Equipment for Fairview General Hospital Lutheran Medical Center Christiana Perren Soyer bed

1,266,081

o 7 49 66 5 56 o 6 1 6 7 1 2 5 3 49 39 2 51

50,000

118,774

• Ronald McDonald House of Cleveland, Inc. Strategic plan

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

51,625 68,000

85’21S

7 o 3 o 75 13 72 4 5

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

• Recovery Resources Implementation of new technological Clinical Work Station Merger with Neighborhood Counseling Service

• Senior Citizen Resources, Inc. Relocation of headquarters

309,307 24’15C

• American Lung Association of Ohio

• Central School of Practical Nursing, Inc.

14,700

$262,317 24,150

9 4ooo2 6 7 8 8 7 15 3 2

90,000

• American Cancer Society, Cuyahoga County Unit Research or any other purpose

Amount

1 9 1 3 4

• North East Ohio Health Services Comprehensive mental health program for deaf and hearing-impaired children(over two years)

Grants and Use of Income

6 2 6 52 4 4 o o 5 5 7 2 4 2 6 9 3o 2 7 7 5 o 3 o 6 9 16 18

• Neighborhood Health Care, Inc. Primary care services Work with adult diabetics

5,000

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

• Health Hill Hospital for Children • Health Hill Hospital for Children Foundation

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

156,487 46,552

Grants are for general support unless otherwise noted.

• Lakewood Hospital Foundation, Inc. Lakewood Hospital Association

187,308 11,310

Grants and Use of Income

• Mansfield Memorial Home, Mansfield, Ohio

628 1,566

• Meridia Health System Meridia Huron Hospital

16,856

• A. M. McGregor Home

11,572

• MetroHealth Foundation, Inc. Employees' Christmas fund at MetroHealth Center for Rehabilitation MetroHealth Medical Center's Burn Unit

5,334 2,313 3,639

• The Montefiore Home

11,572

• Northcoast Behavioral Healthcare System Music therapy program

9,098

• University of Pittsburgh, Pittsburgh, Pennsylvania School of Medicine's Department of Pathology • Rainbow Babies and Childrens Hospital of University Hospitals Equipment or supplies • Ronald McDonald House of Cleveland, Inc. • The Benjamin Rose Institute • Saint Ann Foundation • Samaritan Hospital, Ashland, Ohio Mr. and Mrs. A.N. Myers Memorial room • Shriners’ Burn Institute, Cincinnati, Ohio

,50

• American Heart Association, NE Ohio Affiliate, Inc.

,00(

• AVSC International, New York, New York Peru Project

,00(

• Barlow Hospital Foundation, Los Angeles, California Barlow Respiratory Hospital

,00(

1*^1

參 Bon Secours St. Mary's Health Care Foundation, 283,337 2,310 88 26,193 5,334 11,747 88 11,638 2,855

5,834

$6,001,254

Richmond, Virginia

00(

• Camp Ho Mita Koda • Camp Sue Osborn

25(

• Central American Medical Outreach, Inc., Orrville, Ohio Relief program in Honduras for victims of Hurricane Mitch

’400

• Central School of Practical Nursing, Inc.

500

• Children's Hospital Medical Center of Akron, Akron, Ohio • The Cleveland Clinic Foundation Meridia Euclid Hospital Research Library Thomas Taylor Jr. Hepatology Research and Education Fund Urological cancer research

»00

I*"1!

鬥

• The Cleveland Eye Bank, Inc. • The Cleveland Foundation (Inc.) Autism assessment • Cleveland Health Education Museum • Cleveland Hearing and Speech Center Annual fund • The Cleveland Society for the Blind The Cleveland Sight Center

5 5- 5 o 2o Ol 5 —

74,130 13,880 233,666 4,098 1,747 1,202,160 9,930 88 2,310 120,949

• West Side Deutscher Frauen Verein, The Altenheim 33,579

Total Donor Designated Grants

o 5

• The Visiting Nurse Association of Cleveland

• American Foundation for Suicide Prevention, Cleveland Annual fund

1�85( 50( 20�00(

• University Hospitals of Cleveland Benefit aged people Cancer research Conference travel Lakeside Hematology Fellowship Fund Lakeside Hospital Maternity Hospital Rainbow Babies and Childrens Hospital Henry L. Sanford Memorial bed Urological or vascular research

• American Cancer Society, Cuyahoga County Unit Hope Lodge Treatment and prevention of breast cancer

5 12

• Summa Health System Foundation, Akron, Ohio Akron City Hospital's obstetrical division

• Alzheimer's Disease and Related Disorders Association, Inc. Annual fund Lake County office

oo oo o oo o 2o o 5 oo 5

• Shriners' Hospitals for Crippled Children, Tampa, Florida

62,460

• Alzheimer's Association

315

• Marymount Hospital Elizabeth Boersig Soyer bed

• AIDS Taskforce of Greater Cleveland, Inc.

3 S 5 S S 5

15,635

Amount

• Eliza Jennings, Inc. Equipment

• The Lutheran Home For The Aged

3()

Donor Advised Grants

46,934

• The Connecticut Hospice, Inc., Branford, Connecticii

500

• Crippled Children's Hospital d.b.a. Children's Hospital, Richmond, Virginia

,000

• Cystic Fibrosis Foundation

,000

• Doctors Without Borders USA, Inc., New York, New York

,000

鬥

oo 11 ro

The Golden Age Centers of Greater Cleveland, Inc.

Hopewell Inn, Mesopotamia, Ohio

Home Health Care, Inc.

Heather Hill, Inc. d.b.a. Heather Hill Hospital, Health and Care Center, Chardon, Ohio

Health Hill Hospital for Children Foundation

Hospice of the Western Reserve, Inc. In tribute to Clara Reece

1,000

• Rainbow Babies and Children's Hospital of University Hospitals Annual fund Family Resource Center

1,000 1,000 2,000

• Ronald McDonald House of Cleveland, Inc.

1,000

• The Benjamin Rose Institute Caregiver handbook

3,250 5,000

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

1,000

• South County Community Clinic, Spring, Texas Capital Building Fund

1,000

1À

o o o

Hospital Foundation, Venice, Florida Support Bon SecoursAfenice Hospital

• PXE International, Inc., Sharon, Massachusetts

o o oo o o oo o 5o o 5o 7

The Free Medical Clinic of Greater Cleveland Annual fund Planning of capital campaign

• Preterm Cleveland, Inc. Endowment fund

25(

Fairview Foundation

o o o oo oo oo oo o 5 o 2o 6oo 5 5

Fairhill Center for Aging Intergenerational Resource Center

Huntington's Disease Society of America, NE Ohio Chapter

1,500 20,000

• United Leukodystrophy Foundation, Sycamore, Illinois

250

• University Hospitals of Cleveland Annual support Peter D. Cristal Brain Tumor Research Foundation, Susan G. Cristal Breast Cancer Foundation and Michael Loveman Foundation Ireland Cancer Center John P. McWilliams Fund

1,000

International Planned Parenthood Federation Western Hemisphere Region, Inc., New York, New York

20(

Judson Retirement Community Judson NOW Campaign

50( 00C

Lake Hospital System, Inc., Painesville, Ohio

50(

• Virginia League for Planned Parenthood, Richmond, Virginia

1,000

Lakewood Hospital Foundation, Inc. Heart research

00(

• The Visiting Nurse Association of Cleveland

2,250

50(

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

1,000

• Womankind Inc.

3,000

Leukemia Society of America, Inc., New York, New York

»00

Leukemia Society of America, Inc.Northern Ohio Chapter Leukemia research

l,24l

Stella Maris, Inc. Clinical site equipment

500 1,885

Marycrest Establish onsite health office and library

9,500

MetroHealth Foundation, Inc. Burn and Trauma Center

1,000 50(

Total Health Grants

$288,674

$11,521,057

(Board Designated, Donor Designated and Donor Advised'

NARAL Foundation, Washington, DC National Abortion And Reproductive Rights Action League of Ohio, Columbus, Ohio

50(

National Multiple Sclerosis Society, Northeast Ohio Chapter

25C

Neighborhood Health Care, Inc.

00C

New Directions, Inc. Annual fund

20C 25C

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio Parish Nurse Program at Breckenridge Village

Total Donor Advised Grants

1,000 500 9,598

'00

Planned Parenthood Federation of America, Inc., New York, New York International program

00(

Planned Parenthood of Greater Cleveland. Inc.

00C

鬥

SCHOLARSHIPS

Injormation about these funds is available through the financial aid offices of colleges and unwersities or at counselors' offices of schools that are eligible for these dollars.

Board Designated Grants Grants and Use of Income

‘Baldwin-Wallace College Beckenbach Memorial Scholarships for worthy and needy students Scholarship support • Berea Area Montessori Association Marie Richardson Scholarships • Case Western Reserve University Beckenbach Memorial Scholarships for worthy and needy students Scholarship support • The Cleveland Foundation (Inc.) Beckenbach Memorial Scholarships for worthy and needy students Harry Coulby Memorial Scholarships for David N. Myers College students and Cleveland Scholarship Programs, Inc. Florence Mackey Pritchard and P.J. Pritchard Scholarships for Cleveland-area students attending Huron Road Hospital School of Nursing • Cleveland Montessori Association Marie Richardson Scholarships for students attending Ruffing Montessori School (West) • Cleveland Scholarship Programs, Inc. Post-secondary Education Access Initiative (over three years)

Amount

$10,486 47,000 2,000

10,480 24,500

1,610

40,000

30,000

2,000

1,451,786

• Cleveland State University Foundation, Inc. Beckenbach Memorial Scholarships for worthy and needy students Scholarship support

10,480 46.000

• Cuyahoga Community College Foundation Beckenbach Memorial Scholarships for worthy and needy students

10.480

• Fairmount Montessori Association Marie Richardson Scholarships for students attending Ruffing Montessori School (East)

2,000

• Hudson Montessori Association, Hudson, Ohio Marie Richardson Scholarships

2,000

!*•*!

• John Carroll University Scholarship support Beckenbach Memorial Scholarships for worthy and needy students

10,480

• Lake Erie College, Painesville, Ohio Beckenbach Memorial Scholarships for worthy and needy students

10,480

• The Lakeland Foundation, Kirtland, Ohio Beckenbach Memorial Scholarships for worthy and needy students

10,480

• David N. Myers College Scholarship support Beckenbach Memorial Scholarships for worthy and needy students

27,000

13,000 10,480

• Notre Dame College of Ohio Beckenbach Memorial Scholarships for worthy and needy students

10,480

• Ursuline College Beckenbach Memorial Scholarships for worthy and needy students

10,480

• Westshore Montessori Association Marie Richardson Scholarships

Total Board Designated Grants

2,000

$1,795,702

Donor Designated Grants

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

• Ashland University, Ashland, Ohio Hazel Myers Spreng Scholarship

Amount

$4,699

• Avon Lake United Church of Christ, Avon Lake, Ohio 4,514 Scholarships for Christian work » Baldwin-Wallace College Hazel Myers Spreng Scholarship

4,699

• Capital University, Columbus, Ohio Scholarship support

6,982

» Case Western Reserve University 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 Scholarships in aerospace or computers William Curtis Morton, Maud Morton, Kathleen Morton Fund Scholarships Hazel Myers Spreng Scholarship Scholarships in Franklin Thomas Backus Law School

1,984 2,310 4,060 130 25,862 4,699 15,842

丨 The Cleveland Foundation (Inc.) Leonard A. and Helen Russell Bretschneider Scholarships for graduates of Solon High School 7,783 Alton LaMaur Character Memorial Scholarship for a graduating male senior from Collinwood High School 56 Inez and Harry Clement Superintendent's award for graduating seniors from the Cleveland Public 1,807 Schools Alzada Singleton Davis Scholarship for an AfricanAmerican female at Cuyahoga Community College matriculating to a four-year institution 1,208 Vince Federico Memorial Scholarships for Wickliffe High School graduates 16,484 Robert E. and Ada Hagan Public Service 3,000 Scholarships Virginia Jones Memorial Scholarships to female 5,222 graduates of Shaw High School The Jon Lewis Memorial Award for a Cleveland Heights-University Heights High School graduate 5,936 to pursue further studies Northwest Emergency Team Fund Scholarships to graduating seniors from selected 12,158 western suburbs Robin and Metalworks Employees' Educational Resource Fund 175,000 Anna M. Roth Scholarships to graduates from Brush High School 3,000

Ada Gates Stevens Memorial Scholarship to a graduating senior of Elyria High School Miriam Kerruish Stage Scholarships to graduates of Shaker Heights High School

5,858 14,776

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

2,530 1,800

• The Cleveland Music School Settlement Nellie E. Hinds Memorial Scholarship Judge Lillian W. Burke Scholarships

4,000 1,325

• Cleveland State University Foundation, Inc.

1,325

• Dartmouth College, Hanover, New Hampshire John Marshall Raible and David Gardner Raible Scholarship Fund

31,274 7,119

• Hawken School, Gates Mills, Ohio • Hillsdale College, Hillsdale, Michigan John C. McLean Scholarships

27,392

• Hiram College, Hiram, Ohio

1,803

• John Carroll University James J. Doyle Scholarships

2,941

• Lake Erie College, Painesville, Ohio

975

• The Lutheran Deaconess Association, Inc., Valparaiso, Indiana Tuition assistance to women in financial need being educated by the Lutheran Deaconess Association

100

• MacMurray College, Jacksonville, Illinois

4,514

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

4,699

• Ohio Wesleyan University, Delaware, Ohio Hazel Myers Spreng Scholarship

4,699

• Purdue University, West Lafayette, Indiana John C. McLean Scholarships in Engineering • University School John Marshall Raible and David Gardner Raible Scholarship Fund • Ursuline College Lillian Herron Doyle Scholarships

68,481

800 2,941

• Wynford High School, Bucyrus, Ohio LT(JG) Donald Richard Powers Memorial Scholarship for a graduate of Wynford High School, Bucyrus, Ohio 326

Total Donor Designated Grants

$497,113

鬥 Donor Advised Grants

Grants are for general support unless otherwise noted. Grants and Use of Income

鬥 Amount

• Nathan Adelson Hospice Foundation, Las Vegas, Nevada Camp scholarships $1,500 • AWS Foundation, Miami, Florida Donald F. Hastings Scholarship Fund

5,000

鬥

• Case Western Reserve University Scholarship in Humanities

2,500

• Chautauqua Foundation, Chautauqua, New York Scholarship support

3,000

• Cleveland Scholarship Programs, Inc. Roberts Scholarships Scholarships for non-traditional students

6,519 1,000

• Gilmour Academy, Gates Mills, Ohio Scholarships in memory of Kevin Clinton

200,000

• HELP Foundation, Inc. Summer camp scholarships

2,000

• The Lakeland Foundation, Kirtland, Ohio Arthur S. Holden Scholarship

2,000

• Montessori School at Holy Rosary Scholarship support

6,446

Total Donor Advised Grants

鬥

r"i

鬥鬥鬥

鬥

$229,965

鬥鬥

� �

Total Scholarship Grants $2

522

780

(Board Designated, Donor Designated and Donor Advised)

鬥

鬥鬥鬥

鬥

1*1

SOCIAL SERVICES GRANTS

Board Designated Grants Grants and Use of Income

Amount

• Alta Social Settlement Training, administrative and technical support (over two years)

$44,000

• Alumnae Association of Flora Stone Mather College of Case Western Reserve University Woman2000： Forging a Vision conference 26,000 • Applewood Centers Inc. School violence prevention symposiums • The Art Studio Expansion of clinical services and marketing

2,000 37,690

• Board of Cuyahoga County Commissioners The Department of Children and Family Services community education activities 20,000 Early Childhood Initiative (over three years) 3,500,000 Department of Justice Affairs' Youth Enrichment Consortium Summer Program 25,000 • Case Western Reserve University Core support for the Center for Urban Poverty and Social Change (over two years) Program support for the Center on Urban Poverty and Social Change (over two years) Office of International Social Work for the Mandel School of Applied Social Sciences (over two years) Support for Cuyahoga County Department of Children and Family Services for assistance with adoption services in Cuyahoga County • The Catholic Diocese of Cleveland Foundation Fatima Center Capital Campaign

475,800 239,326

50,000

51,777 250,000

• Center for Families and Children Strategic plan

35,000

• Center For the Prevention of Domestic Violence Merger feasibility study with Templum

25,000

• The Cleveland Christian Home, Inc. Merger of The Cleveland Christian Home, Inc. and Cleveland Crossroads for Youth (over three years) • Cleveland Community-Building Initiative Core support The Mt. Pleasant Family Education Center • Cleveland Foodbank, Incorporated Reclamation and Recovery Center

335,680 786,974 50,000 81,890

• The Cleveland Foundation (Inc.) Consultants to assist with the development of collaborating partners in community-building 50,000 Planning and presenting community dialogues on the recommendations of the American Humane 6,119 Association's report Development of the Structured Decision Making (SDM) model of risk assessment for Cuyahoga County Department of Children and Family Services (over 28 months) 169,406 295,920 Early Childhood Initiative The Zelma George shelter program 200,000 • Cleveland International Program Core support

35,000

• Cleveland Rape Crisis Center Part-time Spanish-speaking counselor position

15,047

• Cleveland Women, Inc. Supervised visitation center

26,280

• Council of International Programs USA Start-up support (over three years)

190,428

• Dress for Success Cleveland Program expansion

25,000

• East Side Interfaith Ministries Partial support of a program associate and related expenses (over two years)

39,310

• Educational Television Association of Metropolitan Cleveland, WVIZ/PBS Training initiative for pre-kindergarten caregivers and parents

30.000

• El Barrio Incorporated Client database upgrade Strategic plan

5,000 17,000

• Family Transitional Housing, Inc. Case manager/supervisor position

38,400

• Federation for Community Planning Capacity building in the areas of public policy analysis and advocacy (over three years) Survey of voter attitudes for health and human services levy • First Presbyterian Church Kitchen repairs needed to continue the emergency hot meals program • Friendly Inn Settlement, Inc. Philanthropic market study to determine the feasibility of a capital campaign

75,000 6,000

7,500

29,000

• Garfield Heights Board of Education Garfield Heights Youth, Family and Teen Services (GYFTS) program • Goodrich-Gannett Neighborhood Center Feasibility study to examine future collaboration with Rainey Institute Parenting program for low-income parents (over two years) • Grantmakers for Children, Youth and Families Inc., Washington, DC 1999 operations and activities

• New Life Community Job Retention Specialist position (over two years) 153,738

7,500

• Northcoast Food Rescue Emergency hot meals and daily food service expansion (over two years)

96,175

7,500

• Northeast Ohio Coalition for the Homeless Implementation of Community Voice Mail in Cleveland (over two years)

22,000

• Ohio Hunger Task Force, Columbus, Ohio After-school and summer food program

30,000

2,500

• HELP Foundation, Inc. Start-up support for an intergenerational volunteer program 44,700 • Hispanic Urban Minority Alcohol & Drug Abuse Outreach Program Start-up support for a Hispanic Community Services program for high-risk youth (over 18 months)

128,798

• The Ohio State University Research Foundation, Columbus, Ohio Ohio State University Extension 4-H Youth Development's PRYME program 45,000 Ohio State University Extension Cuyahoga County's Expanded Food and Nutrition Education Program 27,500 • One World, Inc. Core support of the before- and after-school program for East Cleveland children

40,000

25,236

• Hitchcock Center for Women, Inc. National search for an executive director

62,940

• Parma City School District Before- and after-school care for low-income children

• The Hunger Task Force of Greater Cleveland Emergency hot meals program

25,560

• Planned Life Assistance Network of Northeast Ohio Partial support of a new social worker

20,150

• Rainbow Babies and Children's Hospital of University Hospitals Strategic plan for the Coalition for Greater Cleveland's Children

• The Interfaith Hospitality Network of Greater Cleveland Inc. Second-year support of the transportation component of the homeless shelter network • I.C.L. Institute Institute for Creative Living's strategic plan • Interchurch Council of Greater Cleveland A fiscal audit and personnel expenses of the Zelma George shelter program • IOC Information and Resume Service Informing Our Children Inc. Program support • The Jewish Community Federation of Cleveland Management information system upgrade and capacity building for the Jewish Community Center of Cleveland (over two years) • Koinonia Homes Inc. Staff Development Center in collaboration with Welcome House (over two years) • Lesbian-Gay Community Service Center of Greater Cleveland Renovation support The SSAFE Coordinator position • Lutheran Metropolitan Ministry Association of Greater Cleveland After-school Prevention Resources Program

200,000

50,000

• Greater Cleveland Neighborhood Centers Association Strategic plan 25,000 • HARAMBEE: Services to Black Families d.b.a. HARAMBEE: Services to Children and Families Financial assessment and deficit reduction plan

• North Coast Community Homes, Inc. Development of four homes for the mentally retarded and/or the developmentally disabled

43,050

7,500

7,490

125,000

21,000

• St. James A.M.E. Church The Operation Up elevator project

7,500

• The Salvation Army of Greater Cleveland Start-up support for a shelter for homeless men

250,000

• Starting Point Operating support (tenth year)

130,118

• Task Force on Violent Crime Charitable Fund Core operations and board training

110,000

• Union-Miles Development Corporation Miles Park-Carnegie Library Redevelopment Project

70,000

• United Way Services John K. Mott Youth Fund Distribution Committee 50,000

47,500 19,640

6,000

• Mental Health Services for Homeless Persons, Inc. Emergency shelter for disabled men (over two years) 150,000

5,648

7,500

• University Settlement, Inc. Capital campaign feasibility study

15,000

• Volunteers of America of Northeast and North Central Ohio, Inc. Development and Accounting Automation and Expansion Project

38,500

• West Side Ecumenical Ministry Start-up support for a clinical support unit

31,100

• Women's Center of Greater Cleveland Second-year support of the evening intensive outpatient chemical dependency treatment program

25,372

Total Board Designated Grants

$9,486,262

The First Congregational Church of Sonoma, Sonoma, California

Donor Designated Grants

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

• Achievement Centers for Children Equipment • American Bible Society, New York, New York • American Red Cross, Greater Cleveland Chapter Water Safety and Boating Department • Applewood Centers Inc. Operating support

Amount

$72,642 585 21,687 157 1,545 305

• Beech Brook

83,771

• Bellefaire Jewish Children's Bureau

12,089

• Boy Scouts of America, Greater Cleveland Council No. 440

233

The First United Methodist Church, Ashland, Ohio

5,874

Goodwill Industries of Greater Cleveland, Inc.

5,546

Greater Cleveland Neighborhood Centers Association

16,775

The Hebrew Free Loan Association

1,000

Heights Blaugrund Lodge No. 1152

2,837

The Hiram House, Chagrin Falls, Ohio

3,186

Jeremiah's Inn, Worcester, Massachusetts

315

The Jewish Community Federation of Cleveland

47,345

Jones Home of Children's Services Capital improvements

31,690 46,552

Lake County Society for Rehabilitation of Children & Adults, Inc., Mentor, Ohio Services to children with disabilities

975

Lakewood Christian Church

4,043

• Boys & Girls Clubs of Cleveland

Lakewood United Methodist Church

6,608

• The Catholic Diocese of Cleveland Foundation Benefit of Parmadale-St. Anthony Youth Services Village

The Hattie Larlham Foundation, Inc., Mantua, Ohio 20,714

• The Children's Aid Society Industrial Home • Children Forever Haven Operating supporting • Christ Episcopal Church • Christ United Methodist Church • The Church Home

8 83 3 o 1 3 o 5 o 3 o 4 62

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

605 115,676

Little Sisters of the Poor Operating support

4,357

Lutheran Agencies Organized in Service

3,550

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

11,571 7,092

Our Lady of the Wayside, Inc., Avon, Ohio

12,130

1,228

Parmadale-St. Anthony Youth Services Village

24,211

1,956

Plain Dealer Charities, Inc. Needy and deserving children and families

157 11,572

Planned Parenthood of Greater Cleveland, Inc. Recovery Resources

2,925 179,473 91

• The Church of the Saviour, United Methodist

4,699

• The City Mission

2,145

• City of Cleveland, Department of Public Safety Prevention of delinquency among boys

1,362

St. Andrews United Methodist Church, Findlay, Ohio

194

• The Cleveland Christian Home, Inc.

4,514

St. Anselm Church, Chesterland, Ohio

300

• Cleveland International Program

730

Rose-Mary Center

4,348

Saint Dominic's Parish

7,092

St. John Lutheran Church St. Martin's Episcopal Church, Chagrin Falls, Ohio

• Congregational Development Commission of the Episcopal Diocese of Ohio

2,239

The Salvation Army, Ashland, Ohio

• The Coventry Youth Center d.b.a. Heights Youth Center

1,913

The Salvation Army of Greater Cleveland Food for the hungry

• Cuyahoga County Department of Children and Family Services Special client needs • East End Neighborhood House Association • Epworth-Euclid Church

606 5,333 467

• Fairmount Presbyterian Church Maintain church flower gardens

7,917 3,300

• Federation for Community Planning Program at Business Volunteerism Council

6,020 4,695

The Scottish Rite Benevolent Fund, Lexington, Massachusetts

3,550 233 2,937 39,256 2,439 233

Shaker Heights Lodge No. 45 FOP Associates

4,097

The Shaker One Hundred, Inc.

4,097

Sisters of Notre Dame, Chardon, Ohio Society of St. Vincent de Paul Southeast Family YMCA Operating support

21,522 1,068 300

n 2,355

The Suburban Temple

1,745

The Three-Corner-Round Pack Outfit, Inc. Camping Program

20,163

Trinity Cathedral

2,744

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

2,937

United Way Services

639,987

Vocational Guidance Services Assistance to needy clients of Sunbeam School

10,758 2,000

West Shore Unitarian-Universalist Church

52,299

Young Men's Christian Association, Ashland, Ohio

2,937

35,054 11,638

Young Women's Christian Association of Cleveland Lakewood Branch

3,636 11,638 550

• Youth Visions Inc. d.b.a. Big Brothers/Big Sisters of Greater Cleveland Big Brothers/Big Sisters Program Little Buddy/Big Buddy Program

18,342 17,866

$1,826,226

• The Catholic Diocese of Cleveland Foundation Annual fund • Central Virginia Foodbank, Richmond, Virginia • Christ Episcopal Church • Christian Family Outreach

Grants are for general support unless otherwise noted.

• Adoption Network Cleveland Strategic planning • American Red Cross, Greater Cleveland Chapter Kosovo relief fund

• Cleveland Development Foundation • The Cleveland Christian Home, Inc. Safe and Sound program • The Cleveland Foundation (Inc.) Consultant for autism assessment Employee disaster relief Women's Community Foundation Fund • Cleveland Foodbank, Incorporated Annual fund • Cleveland International Program

• The Cleveland Society for the Blind Recreational Services

Amount

• Achievement Centers for Children

• Cleveland Baseball Federation

• Cleveland Rape Crisis Center 1999 Hospital Advocacy program Girls Kick Butt program

Donor Advised Grants

鬥

p*» 鬥

,00(

鬥

• Coats for Kids $1,000 2,500 8,400 10.000

• Community Re-Entry, Inc. Women's Re-Entry Resource Network • Continue Life Hope & Glory program • Cuyahoga County Board of Mental Retardation

扉 20,09(

鬥

459

• Applewood Centers Inc.

1,000

• Cuyahoga Valley Association, Peninsula, Ohio

1,278

• Beech Brook

3,500

• The Daily Planet, Inc., Richmond, Virginia

1,000

門

• Diocese of Ohio Episcopal Community Services Foundation

’ 00(

(M)

• Domestic and Foreign Missionary Society, New York, New York

,00(

• Dress for Success Cleveland

500

• East Side Catholic Shelter

250

• Bellefaire Jewish Children's Bureau Education fund

500

» Bellflower Center for Prevention of Child Abuse, Inc. 500 Capacity upgrades 2,000

;38

• Center for Families and Children Rap Art Center Young African Women's program

雁

oo 3o oo o6 2o o o 73 5 o 5 o 4o 5o

• Youth Challenge

Grants and Use of Income

• Byzantine Catholic Diocese of Parma Stewardship appeal

• The City Mission

Young Men's Christian Association of Greater Cleveland West Side Branch Lakewood Branch

Total Donor Designated Grants

• BOYS HOPE of Northeastern Ohio Annual fund

oo ooo o oo oo oo oo o oo oo o 5 5o 5 oo 8 oo 5 1 5 2 5o o 215 23 11 2 2

Starr Commonwealth for Boys, Albion, Michigan

The Benjamin Rose Institute

Julie Billiart School

400 1,250

• Board of Cuyahoga County Commissioners Early Childhood Initiative

610,000

• Boy Scouts of America, Greater Cleveland Council No. 440

2,500

• Boys & Girls Club of Coachella Valley, Palm Desert, California • Boys & Girls Clubs of Cleveland Recreation Program

500 250 5,000

• East Side Interfaith Ministries

5,000

• El Barrio Incorporated

5,500

• Fairmount Presbyterian Church

9,000

• Fairview Foundation Parkview Project

,50(

• Family Planning Association of Northeast Ohio, Inc. Painesville, Ohio

50(

• Family Transitional Housing, Inc.

50(

鬥

r"1 (M

• Federated Church of Chagrin Falls, Chagrin Falls, Ohio f«l

料、

• The First Church of Christ, Scientist, Boston, Massachusetts Church Building Restoration Fund

1,000

• The First Unitarian Church of Cleveland 1999-2000 Operating Fund

1,040

• Garfield Memorial United Methodist Church Children's center and general support

f^S|

鬥 ßm

620

3,500

• The Gathering Place, Orange Village, Ohio Start-up support

1,000

• Golden Age Centers of Greater Cleveland

2,503 10,000

• Goodwill Industries of Greater Cleveland, Inc. Annual fund Fish Tank project Music therapy

3,304 2,250 1,000 10,000 912

• Greater Cleveland Neighborhood Centers Association 2,000 Heights Youth Program 1,000 • The Greater Cleveland Community Shares • Hanna Perkins School In memory of Mary Jo Taylor

5,000 10,000 1,000

• Heights Parent Center Baby and Me Drop-in program Strategic plan and operating support

500 3,000 6,500

• The Hiram House, Chagrin Falls, Ohio

500

• Hopewell Inn, Mesopotamia, Ohio Annual support

500

• Initiatives in Urban Education Foundation Citizens' Academy program support

1,000

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

1,000

• The Jewish Community Federation of Cleveland Welfare Fund Campaign

5,000 6,000

• The Junior League of Cleveland, Inc. Capital endowment campaign

Make-A-Wish of Northeast Ohio, Inc.

50(

Malachi House, Inc. Menorah Park Foundation Tot Lots program The National Conference for Community & Justice Annual fund National Council of the Churches of Christ in the USA, New York, New York New Life Community

50(

350 250 1,000 3,000

• Koinonia Homes Inc.

990

• Lake County Committee on Family Violence Inc. d.b.a. Forbes House, Painesville, Ohio

500

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio

4,00

Open Door Maternity Home, Inc.

2,50

Overlook House Endowment fund Parents Volunteer Association for Retarded Children, Inc.

20(

Pathfinder Fund Inc. aka Pathfinder International, Watertown, Massachusetts

00(

Planned Parenthood Federation of America, Inc., New York, New York Reproductive Health Network

50(

Planned Parenthood League of Massachusetts, Boston, Massachusetts Planned Parenthood of Greater Cleveland, Inc. Annual support Plymouth Church of Shaker Heights Foundation The Population Institute, Washington, DC Preterm Cleveland, Inc. Endowment fund in honor of C. Buhl

o oo o o o o o o o o o 5o 5o o o 3 52 1 3 1

• Heights Emergency Food Center

• Judson Retirement Community Physical therapy program

30(

Northcoast Food Rescue

• Goodrich-Gannett Neighborhood Center Parenting Program

• Great Lakes Residential Services Recreational respite program

Lutheran Metropolitan Ministry Association of Greater Cleveland

Providence House, Inc. Rainbow Babies and Childrens Hospital of University Hospitals Recovery Resources Red Oak Camp, Kirtland, Ohio

50(

Retired Senior Volunteer Program of Cleveland, Inc

,20(

Richmond Hill Incorporated, Richmond, Virginia

丨00(

Rose-Mary Center

St. Angela Merici Parish

50(

St. Bernadette Church Feed the Poor program

26(

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

500

• Lake County Young Men's Christian Association, Painesville, Ohio

St. James A.M.E. Church Financing of church elevator

500

St. Joseph's Villa, Richmond, Virginia Flagler Home

100

St. Paul's Episcopal Church, Cleveland Heights

39つ

• The Hattie Larlham Foundation, Inc., Mantua, Ohio 2,000 Medical equipment 10,000 • Lord of Life Lutheran Church, Chagrin Falls, Ohio Internship program Walkways

1,000 500

54�00(

Shoes For Kids, Inc. d.b.a. Shoes and Clothes for Kids

3,0C

The Salvation Army of Greater Cleveland

• Starting Point

1,000

• Therapeutic Riding Center, Inc., Novelty, Ohio

250

• Transitional Housing, Inc.

250

• Trinity Cathedral

2,500

• U.S. English, Inc., Washington, DC

150

• United Way Services 1999 Fall Campaign American Red Cross Annual support Greater Cleveland Committee on Hunger Hill House Leadership Circle Ten Plus Urban Community School

48,750 7,500 1,656 650 2,500 250 2,000 10,000 1,000

• Valley Shore YMCA, Westbrook, Connecticut

2,500

• Vocational Guidance Services Annual fund Building Maintenance Training Program

2,5-50 800 10,000

• West Side Ecumenical Ministry

700

• The Phillis Wheatley Association Camp program

2,000

• Women's Community Foundation

6,000

• YMCA - Greater Waterbury, Waterbury, Connecticut

2,500

• YMCA of Cleveland, Geauga County Branch, Newbury, Ohio

250

• Young Men's Christian Association of Greater Cleveland Heather Hill project We Build People campaign

5,000 500

• The Young Men's Christian Association of the Greater Houston Area, Houston, Texas

750

• Young Men's Christian Association of Greater Richmond, Richmond, Virginia

1,000

• Youth Opportunities Unlimited Training Academy

5,000

• Youth Visions Inc. d.b.a. Big Brothers/Big Sisters of Greater Cleveland

3,000

Total Donor Advised Grants

• West Side Ecumenical Ministry Assistance in reducing an existing bank line of credit being used for the renovation of the Work Wear facility (over three years)

Total Program Related Investment

$ 1,159,275

$600,000

Total Social Services Grants and Program-Related Investment 9 丄d� (Board Designated, Donor Designated and Donor Advised)

LAKE-GEAUGA F U N D GRANTS

Environment

Lake-Geauga Fund Grants

Grants are for general support unless otherwise noted. Grants and Use of Income

Amount

• Grand River Partners, Inc. Land surveying and appraisal costs in the Grand River watershed (over two years)

$20,000

Total Environment Grants

$20,000

Arts and Culture • The Fairmount Center for the Creative and Performing Arts, Inc. Community assessment and facility plan

Health $16,500

• Lake County Historical Society

3,000

• Lake Erie College Lake Erie Fine Arts Series

8,000

• Lake County Council on Aging Client information management system

$15,000

• Western Reserve Fine Arts Association Feasibility study on merger with Rabbit Run Theatre 9,000

• Lake County Society for Rehabilitation of Children & Adults, Inc. Rehabilitation data management system (over two years)

50,000

• Young Audiences of Greater Cleveland, Inc. Curriculum-integrated arts program in schools in Lake and Geauga counties (over three years)

• Ohio Presbyterian Retirement Services Foundation Breckenridge Village's parish nurse program in Lake County (over two years)

76,000

Total Arts and Culture Grants

21,600

$58,100

Total Health Grants

Civic Aûairs

Scholarships

• Lake Metroparks Restoration of Halle Home in Penitentiary Glen Reservation

• The Cleveland Foundation (Inc.) Scholarship support for third- and fourth-year students from Lake and Geauga counties attending Ohio's medical schools Scholarship support for residents of Painesville not attending Lake Erie College

• Painesville Area Habitat for Humanity

Total Civic Affairs Grants

$9,665 1,000

$10,665

Education • The Lakeland Foundation Lakeland Community College's job profiling and matching program (over two years) • Learning About Business • Montessori Development Partnerships Start-up support for the Montessori Farm School (over two years) • Morley Library

Total Education Grants

$40,000 500

1,500

$142,500

$72,000 55,000

• Lake Erie College Scholarship support for Painesville-area students

10,000

• The Lakeland Foundation Scholarships for Painesville-area students attending Lakeland Community College

10,000

Total Scholarship Grants

$147,000

25,000 2,500

$68,000

Social Services • Boy Scouts of America, Greater Western Reserve Council • Camp Sue Osborn • Chagrin Falls Park Community Center Child development and family resource center (second year)

$500 500

25,000

• Family Planning Association of Northeast Ohio, Inc. Abstinence-based pregnancy prevention program at middle school (over three years) 45,000 • Lake County YMCA • Lake Erie Girl Scout Council • The Salvation Army of Greater Cleveland General support for the Salvation Army of Lake County 參 Semi-Independent Living Program Acquisition of a home for individuals in need of transitional housing • United Way of Lake County, Inc. • Vocational Guidance Services Start-up support for job placement services to adults with mental health disabilities in Lake and Geauga counties

1,000 500

3,000

25,000 3,000

25,000

Total Social Services

$128,500

Total Lake-Geauga Fund Grants

$574,765

P H I L A N T �R O P I C SECTOR

鬥

• The Foundation Center, New York, New York Operating support for the Foundation Center Cleveland Office

Board Designated Grants

Grants are for general support unless otherwise noted Grants and Use of Income

• AAFRC Trust for Philanthropy, Inc., New York, New York Study of charitable giving in the north central region of the United States • Business Volunteerism Council Needs assessments for nonprofits

Amount

• United Way Services Nonprofit Accounting Seminar

2,000

• Women & Philanthropy Inc., Washington, DC

7,500

Total Board Designated Grants

$671,609

$5,000 55,000

5,000

• Cleveland Public Radio The YMCA's National Philanthropy Day

3,000

Grants are for general support unless otherwise noted. Grants and Use of Income

10,000

• Fostoria Area Historical Society, Fostoria, Ohio

12,000

• Fostoria Chamber of Commerce, Fostoria, Ohio

1,000

• Fostoria Community Arts Council, Fostoria, Ohio

3,000

• Fostoria Community Hospital, Fostoria, Ohio

1,000

• National Council of the Churches of Christ in the USA, New York, New York The Faith Communities and Universal Health Care Summit

7,500

• National Urban Fellows, Inc., New York, New York One Fellow at The Cleveland Foundation

49,000

• Bratenahl Community Foundation

$1,000

• The Cleveland Foundation (Inc.) Consultant for autism assessment Roulston Family Fund #3

• Donors Forum of Ohio, Columbus, Ohio Support for merging of Grantmakers Forum and Donors Forum of Ohio

Amount

o8 88 1 o 532

• Case Western Reserve University Preliminary work on documenting the life of Congressman Louis Stokes

• The Cleveland Foundation (Inc.) Anisfield-Wolf Community Service and Book Awards External assessment of management assistance services to the local nonprofit community Grantmakers Evaluation Network Conference planning activities Operating support for Grantmakers Forum

101,543

Unrestricted Combined Fnnd

• The Foundation Center, New York, New York General support - Cleveland Office

2,250

• Playhouse Square Foundation Operating support of the 1998-99 Discovery Children's Theatre Series

17,000

Total Donor Ad\ised Grants

Total Philanthropic Sector Grants (Board Designated and Donor Advised)

219,000 20,000 5,000 165,066

$28,419

$700,028

0 T 闢E R D I S B U R S E M E N T S

Grants are for general support unless otherwise noted. Grants and Use of Income

Amount

• The Agnon School Federico Music Department Endowment Fund (over three years)

$100,000

• Antioch Baptist Church Rev. Dr. Marvin A. McMickle Scholarship Fund

950

• Aurora Schools Foundation, Aurora, Ohio • The Cleveland Foundation Operating budget of The Cleveland Foundation for the year 2000 • Federation for Community Planning Programs in health and social services

6,892,685 500

• The Catherine Horstmann Home

4,511

• Lutheran Metropolitan Ministry Association of Greater Cleveland

28,380

• National Society to Prevent Blindness, Schaumburg, Illinois Operating and program support for Prevent Blindness Ohio

290

• The Ohio Humanities Council, Columbus, Ohio Humanities in Greater Cleveland area

450

• St. James A.M.E. Church

Total Other Disbursements

-U-

6,400

2,800

$7,036,966

ii-l^

:.顏隱賺

I 4

種：

s a l i :

ま^べ！-‘；：：；ゴ每れ^^.-

1^:

：融;

k::.

練.

••ニ

•反•:

晒ポ•舞

••-• r\-

‘’

.:..'d:を :レi<v� :••:•'•••'•” Vj.' V • :••••、ベ V .ぐ:-:?..n.ふ：ヴ:

r:.ブン-ンハ-..•'--, ノ

：�•る々冗

為;-h..;:,:

:も :鋒帽 5� _,e ノ•�••: り••_

••

ハ •、：ン;

邙.い..:.;..ぃ沿レぶ:.：..

遭

••..A..:”:.…:•- ：•; 念、:.

丨

1 T W . ン:

.ひ-.-;-

„¥ •��•

へへ: •Ï-'

•V

v "m

•• ••し•• :•••

.：: ノブへ圓

雷

•パ

•-•： •_ ぃマノ '• •).. • ノ、.：••ご-“ •_'••• -. • :• •

••に.:.々し

…H r 厂： I� >.

• _‘v,

:身::

ノ,_:い.•• ___•: • ••ベ?：、-•ニ

ハ“—：；-ンバ••:.ンプ” 為：;.品? 次:;;,:‘:ヴ；丨

•'__ ••

由’’”::ン. -•• •••へぐ••••_ '.'• ’1 • ••：>

.^4'i Ü

：麟 «穆〜

劫.

がドク

ンて

:沿,;

^,:V

也:

：;

ぐぐ.-.ハ...'-1-:.ト-,. ••：：:メづう;;：

1く.:•い.

潔

•v.". .'•�•

ぼ

「’

ぅ.ももへ;：;忘パ ••- ••

^いベ-…••へパ•••い••:••••

；>-,•

：顏

•••

•ぐ:.ン

_.丨

• r. i\’11

'ベイ.,：.«.ワ

iïï ïï

•ぐ-、•••••' • ：.<• -..''-i :. -.

:点彳：ノ.丨•記.: 丨;ン：�

「••や [•

;

：^-

•••••Üノ••:•••

ず•ブ•ベ-:

��•�� •••.

；

•:声.:.

..：ケ

力.:

• • •: •

广丄

.HMj： • r

• : ••••,：

：.

,£,.;

:•

翁•

穿 UM

•»

•:•ト••,��• -v.:: • "„ベ :ü

；

Î:.

匪

"-^r'

へ:、--

..シ..

每 €:_.凉ねヴ

真.

• ： � ->•

•�.:�:�•••>. •••

:C:. •に...:.’へ

�賣!:

膽

；Ï：

%>:Ä;,Ciベ.

• ••-Jう印.: 1* :.ぐ::ぐ•丨�..i ; •ぐ:

_ ：'••ド.ぐ丨ゾす：：っ ••••ベ：:::-ぐ•パ二 ./••••• ：“-y-t \ 号• • ぐ:パ、‘

.爾_

• • •••: ベいてドブ••パ

W:"へ品;-

��•ベ,..“-：、

デ‘

^び‘

5萬

；：

^ •；

_ hé：o

；•ベ:’ •�;��•

'•.ずi •�•_"_

或”;:

•

'• S-'

を..

讓丨:こ�;�丨;：;敦織践靡蘇#

î�:叱、•訂’

f應っ�点：、

�

•‘ •'•• •

疒T •••^^；•り

�r®泰くん:革::ご •だ.:.Vポvベ: •ししン..：:ゥ;ベ:プ.•ぐ:

:..連:.ヤ

_ _ • ~ “ m, .''•i ;_ゾ：“- 1

• _j

鴨

こ-....;.;

‘；塊

法

圮:.羊.:.•.广み,フ:-

\ •ノ-

ïïM

!_n. 丨:斗

•ニ

.纖丨頓•籠•？纖つ:丨

W巧

海お‘;:»

___

：錄

• •

:雜_ 纏

ぃ••:... :ぶ:••

霧

襲•_觀觸画糧爾

誦8:

發處

占ぐ:

:i ••いノ./;么ぺぐ•••• :••

糧

.す.

•.C.

•ン^ '!•••1.

:vtM -•ふ::

••_ノ广,:

亡 '•^て士.:..ハ••••ぐ•:•• •パ •パん：；

:• ニ!:,:

••.W

-•ノ •ぐ”

く

•に••*

.ぼ

i ト:•

if'•. V

ノ '"t •_• _ 心 •レ •-ン••••=••芑丨 ‘：:•ノノ

へ丨：法；

••；

うÙ;:" :• •• _ 閃 •_«•: •ニ •��'• ï-

圓 .謂

隱ぎ:釘邙滅: e:..:ン屯。,.ん、:w.

興:..

響膝

•

隱殿

ベが.:

丨 :•ン•: •シ?傘泛鋒 •.I•へいぐ•ハ： •.興.；巧淹;�•

:かぐぐ:‘�丨亡衝ヾ守:式坪沾 ••て• ••• •. •• • �'�'}�..

U :�::•••

攀:

ci•じ-•_:_ 寒:: • •‘ ；.'• •; .："： ••••ハ:'.ノ々.•• •• .•v:::-.: 'm

々て

翻如:

ゴ•-_

i l l 職儀麗議_ 誦 �髓_羅備.丨

•匿_應通.難 ••漏|_籠屋^

パ

•縣.•疆•垂

頓‘. ..W. ••ベ•

ïw

:••:」•••1• ノ :ぐ • ；vV ぎ

翁：

•義 à,:婦ぐぐぞ »:•へî_i . ••” ••すか残^-3 •:r- ••ぐ： .r し:：バ：-,:>•• :いく. 夕:" へ：)••• ：；Vi：.'.：.圓•ぐ•••••* ... ト；丨 •_••:•• ••• _ ル'...ノ'：‘�” 圓• _ _ :こ： • ••:••:: -..f•："i'••-_、•_,•_ W •く:Kr ：こ:•ベ....“\: -\t \：ト••••••••パ•:マ_•.•••ニ：，い.'' ク、し•‘ ゾ：シ： •ぐ :•••；v4M-" - ぃ,:•:•'•: ：叫;..-:.:ゾぐV.V. _ •• い•:•しい•冶••••" .•••"• •••'-.•.i-:、;剩ドs:_：聽 .i. • .W

:.丨圓

•i_ MI^Sillslli^ll^slÄS .く;:

••；

•'Vいつ

••ハ、パ,

:パ...：

ぃ•パ：ぐ:；

�•�••:• •

n. w�

ボ.

••�

'}'.:t

！丨

.ヵ.ぐ：；:':襄.7.;.1.�.：：：.：1

_疆•一 •魏倫•...輸糧_霸漏#義

’"- I •

:.;.3:"： ..ヌ

i• 8•l a i l l l i l « i l i s i i ^ i i i l l l ••塞.•••麵詹•_麗^

誦

•>'-u.:%

XA.

”m

藝

ï" - • •» ••• .："••*.•'•_'• ’h'=

• ：玫:

薩

•；

；y

が:V:

-- .'：•

パ

•W::y

••••..•謹1_.藤1爾 f

:;印いぶ.;..押

"： •:：--v,:•ぐ-•• •

^ニ

•-••

ï::••免:: •‘へ”• •••学•_••

.ぐ� .ぐ：..’ •_.、マぃ__:_

••メ •=. \ •• _

.敷..：

屬續

• •へパ.•

• _ i ^ ••；

A臥!:ベ」i

ノゾ;社:

：丨�；年‘:含

.n::.o K

_ j_ .メ _

SÊfml

::: ::::卸。-.ん ;^屯見レ:.:

«-•

i .ぐ. ぶ、“

.編 •：ンケ .淨�ヤ�ポ•ハ •,ゾ.:：•广••�•» •••=•••••• •？ •• ベ-;•%••:丨砰;••ン：:

ぼ:1:印.::;:^シ:•••

•

ノ.：••:

.�::

•ïS!

ダ‘.. ベ• •

irs :iy-

-V-.

？

ベマ. •り•• •、•• ••‘

• •.，0ノ’ • •ンンいぐ：：：人、

’”梯じ

(パ^シ“:;.

feK::

.?�•’”マパ.•••� -,-•.1.. �• •�. ••”

..之•；丨..Kブナ

ノ，:• •

疆@ •：:ぃ >'•_••，’

h :い:.:v V' ，ト^. V: ニ.:イ：�

ü:'; C

く

•

舅丨�;ナ , :- ’•��•• .1 • •. Kばミ、

Ür

た•、：_•• ,..いへ

• V

:• >•• ,巧”^�.Vニ；^

細I

へ.V^îV:V ゾ.ぐ. に:••••:•?�• ？f :り;..C :功:ぐ:参Ü:;; K^-： ••••；、...ンぐ:•ノン：.; •..と如い:.W. ぐ、.. ：；�’ ••••，• •••:••., •ぐ ••::シン，、把:“V ?i•く泊.夜沾� Ç我 _ ,••• i i _慨:彳 ••»•*•-_ . ••：•»•• r へ：、_ • _•• • ；».-s t j . • • _ - _ __••ノ圓.

.,!•••�V" :•い• ,:•>;•••: ••••:’•:•;••) i" • • :• -•••.•••• ••••上-:•• _爾_

據あ巧•告攻M s 泛v: •� 巾?Äf: P .V...ぐ::..上.'.•-弋•ひ:：:"レ'.二.:. •• -ノ.ニイ-.-.ノ丨

ぐ:', .で...-..:..”/ :r ：ン」

酬__

画

禱__讓_聽0賴

鶴:麵：應,.,... 逆;—:"�：靜隹威：�

....ふ. :•：ス

iSiiSfilli

•終

画___

s:.:4 z V: V;し::? ソ丨啡亡wベ

爾•.促い裏ハ、:-:..ベ公^ ..

•賴•病^

‘• •?••_:•ハン；'

ド辟:た:オ

REPORT OF I N D E P E N D E N T AUDITORS THE

C L E V E L A N D

F O U N D A T I O N

Distribution Committee and Trustee Banks of The Cleveland Foundation

We have audited the accompanying statements of financial posiÂ tion of The Cleveland Foundation as of December 31,1999 and 1998â&#x20AC;&#x2122; and the related statements of activities and cash flows for the two years then ended. These financial statements are the responsibility 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 auditing standards generally accepted in the United States. 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 disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Cleveland Foundation at December 31,1999 and 1998 and the results of its activities and its cash flows for the two years then ended, in conformity with accounting principles generally accepted in the United States.

April 3, 2000

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

C L E V E L A N D

F O U N D A T I O N

1999

December 31

1998

Assets Cash and cash equivalents Short-term investments Securities� U.S. Government obligations Bonds Common and preferred stocks Common trust funds Common investment funds Mutual funds

508,485 95,269,190

860,442 91,040,381

17,274,521 20,189,627 117,997,959 37,762,034 1,237,948,074 33,097,791 1,464,270,006 15,910,287 3,755,201

27,256,359 21,819,094 135,025,796 42,783,518 1,106,359,681 21,172,650 1,354,417,098 10,126,996 2,901,047

$1,579,713,169

$1,459,345,964

Other investments Property and other assets

Liabilities and net assets Accounts payable and accrued expenses Agency endowments and other obligations Grants payable Notes payable Net assets� Unrestricted� For grantmaking purposes Board designated: For administrative purposes Property Total board designated Total unrestricted Temporarily restricted Permanently restricted

603,599 37,297,922 20,084,838 2,500,000

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

5,818,153

3,840,461

1,654,513 1.294.839 2,949.352 8,767,505 458,378,934 1,052,080,371 1,519 麗 810

1,575,807 1,192.017 2,767,824 6,608,285 431,948,523 972,115,432

1,410,672,240

$1,579,713,169

$1,459,345,964

See notes to financial statements

鬥

鬥 1999

Year Ended December 31 Revenue, gains, and other support Received from donors Dividend income Interest income Common trust fund income Common investment fund income Partial benefit fund income Distribution of estate income Other income Net unrealized and realized investment gains Net assets released resulting from satisfaction of donor and program restrictions Total revenue, gains and other support Expenses Trustee and investment management fees Other expenses Grants expensed Findlay-Hancock County Community Foundation 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

Temporarily Restricted

Permanently Restricted

$ 4,931,103

38,169 1,975,679

$ 11,962,668 1,508,948 6,451,176 1,672,080 23,819,274 11,073,486 563 286,969 49,837,057

80,181,810 83,160,057

f 80,181,810) 26,430,411

Unrestricted

$ 697,902 266,497

3,345 75,030,491

79,964,939

Total 鬥

$ 17,591,673 1,508,948 6,717,673 1,672,080 23,819,274 11,073,486 鬥 563 328,483 r"» 126,843,227 鬥 189,555,407 鬥

鬥 5,698,388 101,952 50,706,016 18,038,661

5,698,388 101,952 鬥 50,706,016 18,038,661 鬥

1,995,307 531,025 866,703 1,934,182 1,128,603 6.455.820 81,000,837 2,159,220 6,608,285 $ 8,767,505

1,995,307 531,025 866,703 鬥 1,934,182 1,128,603 m 6,455.820 81,000,837 108,554,570 1,410,672,240

26,430,411 79,964,939 431,948,523 972,115,432 $ 458,378,934 $ 1,052,080,371

$ 1,519,226,810

im)

w^\

門 1998

pHS||

—

Temporarily Restricted

Permanently Restricted

$ 8,071,446

35,634 2,206,459

$ 15,012,719 1,566,780 5,753,018 270,832 22,723,140 8,430,610 157,760 197,755 47,385,286

50,864,423

f 50,864,423)

54,329,176

50,633,477

Unrestricted

Total

rm\ Ffi| |!W(|

(PHi|

— ß

$ 985,829 236,831

431 118,686,917

$ 24,069,994 1,566,780 5,989,849 270,832 22,723,140 8,430,610 157,760 233,820 168,278,662

126,758,794

231,721,447

5,311,502 1,732,482 41,379,161

2,299,983 559,856 536,859 1,356,170 675.109 5.427.977 53,851,122 478,054 6,130,231

50,633,477 381,315,046

2,299,983 559,856 536,859 1,356,170 675.109 5.427.977 53,851,122 177,870,325 1,232,801,915

$ 6,608,285

$ 431,948,523

126,758,794 845,356,638

$ 972,115,432 $ 1,410,672,240

See notes to financial statements

PÄ!)

STATEMENTS OF CASH FLOWS T H E

C L E V E L A N D

鬥

F O U N D A T I O N

“

鬥鬥

F"! 鬥 Year ended December 31 Cash flows from operating activities 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 (Increase) decrease in other assets Increase (decrease) in accounts payable and accrued expenses Increase in agency endowments and other obligations Increase in grants payable Contributions restricted for long-term investment Contributions of securities Net cash used for operating activities Cash flows from investing activities 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 provided by (used for) investing activities

1999

1998

$ 108,554,570

$ 177,870,325

444,960 (126,843,227) (755,270)

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

80,239 4,594,511 4,637,885 (16,893,771) (9,200,199) (85,380,302)

(143,270) 10,005,101 1,929,412 (23,084,165) (10,572,849) (11,556,768)

(543,844)

(414,913)

525,422,076

578,706,587

(509,243,658) 15,634,574

(590,268,895) (11,977,221)

(•*!

(*|

F""!

Cash flows from financing activities Proceeds from long term note payable Proceeds from contributions restricted for: Investment in permanently restricted Investment in temporarily restricted

Net cash provided by financing activities Net increase (decrease) in cash and cash equivalents Cash and cash equivalents at beginning of year Cash and cash equivalents at end of year

2,500,000 4,931,103 11,962,668 19,393,771 351,957 860,442 $ 508,485

8,071,446 15,012,719 23,084,165 (449,824) 1,310,266 $ 860,442

|*l |M«{

Sec notes to financial statements

(«i

NOTES TO F I N A N C I A L STATEMENTS T H E

C L E V E L A N D

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

B. Significant Accounting Policies The financial statements include the accounts of The Cleveland Foundation ("charitable corporation"), The Greater Cleveland Foundation, The Cleveland Foundation ("community trust," approved by Resolutions of Trust) and affiliated supporting organizations� The City of Cleveland's Cable Television Minority Arts and Education Fund, The Davis Fund, The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund, The Sherwick Fund, The Billie Howland Steffee Family Fund and Medical Mutual of Ohio Charitable Foundation. The supporting organizations were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated. The Cleveland Foundation reports gifts of cash and other assets as restricted support when they are received with donor stipulations that limit the use of the donated assets. When the intent of the donor is that the assets are to remain in perpetuity, the assets are reported in accordance with the stipulations of the governing instruments of the Foundation. Per the governing instruments, the Distribution Committee/Board of Trustees of the Foundation may distribute 20% of the principal of the donated trust assets over a five year period. This amount is recognized as temporarily restricted net assets, with the remainder recognized as permanently restricted in accordance with the intent of the donor that the assets remain in perpetuity. The investment income generated by the permanently restricted net assets (excluding net unrealized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stip ulated time restriction ends or program restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statement of activities as net assets released from restrictions. Temporarily restricted net assets are available for program purposes in accordance with published stan dards established by The Cleveland Foundation. Net assets are released from donor restrictions by incurring expenses including

F O U N D A T I O N

grants authorized that satisfy the restricted purposes or by occur rence of other events specified by donors. The Cleveland Foundation considers all highly liquid instru ments purchased with a maturity of three months or less to be cash equivalents. Cash and cash equivalents consist of demand deposits and repurchase agreements, respectively. The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reported period. Actual results could differ from the estimates. The Cleveland Foundation acts as fiduciary agent for various not-for-profit organizations. Some of The Cleveland Foundation's responsibilities as fiduciary agent include, but are not limited to, safeguarding of assets, recordkeeping of transactions, investment management and ensuring appropriate distributions. The Cleveland Foundation's policy as fiduciary agent is to record the receipt of funds as an asset and record an equal liability. As of December 31’1999 and 1998’ The Cleveland Foundation as fiduciary agent has recorded $37,297,922 and $32,703,411, respectively, in the statement of financial position.

C. Donations The Cleveland Foundation receives donations from various sources which are summarized as follows� 1999 Fiduciary agency endowments Donor contributions

2,171,111 17,591,673 $19,762,784

1998 $

6,108,277 24,069,994 $30,178,271

D. Spending Policy The Cleveland Foundation has multiple spending policies to determine the amount of grantmaking dollars available each year. The spending policy related to trusts was modified in 1999 to cal culate the "current year's" grantmaking dollars by a formula based upon the market performance of the investments over the previous twelve quarters.

鬥 N O T E S

T �

F I N A N C I A L

S T A T E M E N T S

( C O N T I N U E D )

鬥鬥

鬥鬥 I*8!

E. Securities and Other Investments

F. Partial Benefit Funds

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 are deter mined by comparison of asset cost to net proceeds received at the time of disposal and changes in the difference between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses. The Cleveland Foundation has established four common investment funds which allow for the commingling of various trust assets. The common investment funds are managed by three sepa rate trustee banks with custody residing at one. Investment in the funds is limited only to the trust funds of The Cleveland Foundation. Market value of investments held by the common investment funds consists of the following：

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 1999’ The Cleveland Foundation ("community trust") received approximately 95 percent (93 percent in 1998) of the income of the various partial benefit funds. The market value of partial benefit funds was $339,931,729 at December 31,1999 ($318,997,542 at December 31,1998).

December 31 Short-term investments U.S. Government obligations Bonds Common and preferred stocks Common trust funds Mutual funds Other investments

1999 7,178,303 131,303,682 108,089,653 617,837,187 288,421,712 80,946,302 4.171.235 $1,237,948,074

鬥

G. Grants

鬥鬥 !*!

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： 1999

1998

1998 $

43,154,971 122,434,652 83,137,036 555,098,459 237,040,615 64,226,247 1.267.701

$1,106,359,681

Grants payable at beginning of year Unconditional grants expensed Payments made Grants payable at end of year

$ 15,446,953 68,744,677 (64,106,792) $ 20,084,838

$ 13,517,541 41,379,161 (39,449,749) $ 15,446,953

Grants payable at December 31,1999 are scheduled to be dis bursed as follows： 2000一$14,525,055; 2001一$3,314,033; 2002 and thereafter一$2,245,750. The Cleveland Foundation had total authorized conditional grants of $9,924,416 and $7,746,426, at December 31,1999，and 1998, respectively. During 1999，The Cleveland Foundationji^ a total authorized grants and administrative budget (^83,811,587 ($^6,939,534 in 1998) of which $18,038,661 ($7,203,7ÖTr>fstrpporting organization assets) was to the Findlay-Hancock County Community Foundation and $6,892,685 ($6,220,613 in 1998) was for administrative expenses. In addition, $7,247,417 ($3,479,701 in 1998) of the total authorized grants was conditional and is not reflected in the accompanying financial statements.

鬥

jWSj

H. Administrative Expenses

I. Supporting OrganizationsContinued

Administrative expenses, as reported on the statements of activities, consist of the following�

The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31,1999 totals $19,775,375 ($18,206,412 at December 31,1998).

December 31 Salaries Employee benefits Occupancy and office expense Professional and consulting fees and staff expenses Other

1999

1998

$ 3,347,177 513,262 1,141,494

$ 2,839,322 440,420 956,275

968,442 485,445

741,580 450,380

$ 6,455,820

$ 5,427,977

J. Operating Leases

I. Supporting Organizations Total assets of the supporting organizations which are includ ed in the statements of financial position are comprised of the following: December 31

1999

1998

$ 4,265,992 2,285,426

$ 4,562,086 2,103,092

1,973,315 5,626,058 3,522,687 30,584,423

1,801,563 4,928,989 3,218,416 28,271,320

旧

The City of Cleveland's Cable Television Minority Arts and Education Fund The Davis Fund The Goodrich Social Settlement Fund The Higley Fund The McDonald Fund The Sherwick Fund Findlay-Hancock County Community Foundation The Billie Howland Steffee Family Fund Medical Mutual of Ohio Charitable Foundation

7,203,707 8,620,862 1,489,030 $58,367,793

$52,089,173

The Cleveland Foundation leases office space under an oper ating lease agreement which expires May 16’ 2003 with a renewal option for two consecutive five-year terms. Rental expense was $469,228 ($397,419 in 1998). Future minimum rental payments at December 31’1999, under the non-cancelable operating lease are as follows� 2000—1359,001; 2001-$366,152; 2002-$373,373; 2003—$284,213.

K. Retirement Plan The Cleveland Foundation has a defined contribution retire ment plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1999 was $228,776 ($211,142 in 1998). All contributions under the plan are funded and vest with employees as made.

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

APPLYING FOR A CLEVELAND F O U N D A T I O N GRANT

Grant Eligibility

The Process

We make most of our grants to tax-exempt, private agencies classified as 501(c)(3) organizations, public charities under the law. We also make some grants to governmental agencies, but we do not make grants to individuals. We look for creative projects designed to meet community needs, address public policy priorities, or test new ideas. We award grants in seven program areas� arts and culture, civic affairs, economic development, education, the environment, health and social services. In general, the programs we consider for support are in Greater Cleveland or will directly benefit Greater Cleveland resi dents. Some agencies or interests in other communities may be eligible for grants if donors direct that support in their gifts. We ordinarily do not support endowments, membership drives or fundraising projects, travel when it is the proposal's primary focus, or publications and videotapes unless they are part of a promising project. Because the Foundation is nonsectarian, we do not support religious organizations for religious purposes.

The appropriate program staff and the executive vice president thoroughly review your proposal and prepare a written evaluation. A subcommittee of the Board of Trustees considers the proposal and makes a recommendation to fund, decline or defer it. The full Board then takes final action.

Proposal Cover Sheet Each grant request must include a two-page cover sheet, available on our web site at clevelandfoundation.org, or on disk by calling the Foundation.

When to Submit a Proposal The Foundation's Board of Trustees and Distribution Committee approves all grants we award. Because there are multiple decision points in the approval process, grant requests may be submitted whenever they are ready. The review time for proposals varies, depending on the proposal's completeness and complexity.

Grant Periods At the End of the Grant Period 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.

First-Time Grantseekers 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.org. We recommend you then send a letter, including information on your project and whom it will benefit, to the executive vice president's attention. Our 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.

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 must sign it.

STATEMENT O N D I V E R S I T Y

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 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 appreci足 ates diversity in its many forms and provides all staff members with an opportunity to maximize the use of their work-related skills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland community. We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all orga足 nizations with which we work to recognize and embrace the benefits of diversity. Finally, in order to achieve the highest standards in all our activ足 ities, 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 organiza足 tions who appoint members to our Board of Trustees to seek community leaders who will bring varying points of view to Board deliberations.

Executive Office

Communications

Steven A. Minter, President and Executive Director Susan L. Eagan, Executive Vice President Leslie A. Dunford, Chief of Staff and Corporate Secretary Diana L. Davis, Executive Assistant Lois J. Kowalski, Executive Assistant Ardine L. Simon, Executive Assistant, Executive Office and Human Resources and Administration

Lynne E. Woodman, Director of Communications Lyz A. Bly, Communications Associate Marcia L. Bryant, Communications Assistant

Human Resources and Administration Lynn M. Sargi, Vice President for Human Resources and Administration Suzanne L. Bloomfield, Human Resources Administrator Martha A. Burchaski, Receptionist Janet M. Carpenter, Facilities Management Administrator Linda M. Estacion, Office Services Administrator Pierretta H. Wingfield, Records Management Administrator Patricia F. Berke-Takacs, Records Technician/Program Assistant Tiffanie C. Colston, Records Technician/Program Assistant

Arts and Culture Kathleen A. Cerveny, Senior Program Officer Gita C. Gulati-Partee, Program Associate, Arts and Culture and Education Alicia M. Ciliberto, Program Assistant, Cultural Affairs and Philanthropic Services Joan M. Cerne, Program Assistant

Civic Affairs and Economic Development Jay Talbot, Senior Program Officer, Civic Affairs, Manager of Special Projects Stephen Rowan, Program Officer, Economic Development Pamela L. George, Program Associate, Civic Affairs, Economic Development and Executive Office Arline Z. Nosse, Program Assistant

Education William S. McKersie, Senior Program Officer Alida R. Oatman, Program Assistant

Health and Environmental Affairs Robert E. Eckardt, Senior Program Officer, Manager of Grant Evaluation Stacey M. Easterling, Program Associate, Health, Environmental Affairs and Grant Evaluation Charlotte J. Morosko, Program Assistant

Social Services Goldie K. Alvis, Senior Program Officer Marci Bernstein Lu, Program Associate, Social Services and Executive Office Linda Harris Stewart, Program Assistant

Philanthropic Services Michael J. Hoffmann, Senior Program, Officer Principal Staff, Lake-Geauga Fund and Supporting Organizations Beth Darmstadter-Volz, Program Associate, Philanthropic Services and Health Mary C. Zins, Program Assistant

Gift Planning and Donor Relations Teri M. Hansen, Vice President for Gift Planning and Donor Relations Nancy McCann, Director of Gift Planning and Donor Relations Caprice H. Bragg, Gift Planning Officer Julianne Goss, Gift Planning Officer Lavetta E. Jones, Gift Planning Administrator Valarie L. Butler, Gift Planning and Donor Relations Assistant Carol A. Hellyar, Giß Planning and Donor Relations Assistant Diane C. Kaszei, Gift Planning and Donor Relations Assistant Marvelous Ray Baker, Scholarship Administrator

Finance and Information Systems J.T. Mullen, Chief Financial Officer/Treasurer Deanne M. Machen, Financial Administrator Jean A. Lang, Senior Manager Kathy S. Parker, Controller William Von Alt, Director of Financial Services Mary Clink, Accountant Florence Ghosn, Accountant Mae Kmm, Accountant Karen Louie, Accountant Janice M. Cutright, Manager of Information Services David L. Mueckenheim, Programmer/Analyst

General Counsel Malvin E. Bank, Thompson, Hine & Flory LLP Staff as of May 1’ 2000

Lynne E. Woodman, Editor Lyz A. Bly, Associate Editor Marcia L. Bryant, Editorial Assistant Jean A. Lang, Editorial Assistant Kathy S. Parker, Editorial Assistant H^N Design, Graphic Design www.h2n.com Principal Photography: Marius A. Chira, Kira Photography, Don Snyder Photography Additional Photography: Casey Batule, AI Fuchs, Laura Gooch, Brigitte Lacombe, Peter Nguyen, Darryl Polk Photography, Tom Ritter Photography, Mark Royce, Bruce Zake & Company, Jeanne Van Atta, Green Street Studio Photo Collage: Pat Kilkenny For a copy of our 1999 grants list, complete financial statements or perma nent funds list, please call our communications department at 216.861.3810, ext. 7142 or e-mail us through our Web site at www.clevelandfoundation.org

•'\/W\ ハ

rVÄAAA/^