Cleveland Foundation – 2001 Annual Report by The Cleveland Foundation

2001

HIGHLIGHTS

Received over $34 million in new gifts despite an economic downturn.

CONTENTS

LETTER FROM THE BOARD CHAIR AND PRESIDENT

Authorized $74.3 million in grants, a three percent increase over 2000. Distributed a record $8.5 million from donor advisedfunds. In 1996, thesefunds distributed $2 million. GRA NTM AK ING OVERVIEW

Partnered with the United Way on the Community Vision Council, a public-private partnership designing a new human services agenda fo r the community. Appointed Brad Whitehead as our second-ever seniorfellow in economic development as part o f our strategic commitment to developing our regions economy.

GRANTMAKING

HIGHLIGHTS

Launched a $4 million Successful Aging Initiative, which is exploring issues that hamper successful aging. GI VI NG TO Y OUR C O M M U N I T Y

Expanded our boardfrom 1 1 to 15 members. N ew members include Tern Hamilton Brown, D a vid Goldberg, Ric Harris, Dr. M aria Jose Pujana and Alayne Reitman. Opened a conference centerfo r nonprofit organizations, professional associations and governmental agencies to use at no cost.

FINANCIAL HIGHLIGHTS

B O A R D OF D I R E C T O R S

IN 2001, T H E C L E V E L A N D F O U N D A T IO N U N D E R T O O K A B R A N D S T R A T E G Y D E V E L O P M E N T P R O C E S S TO E N S U R E L O N G - T E R M G R O W T H . O U T OF T H I S PR O C E S S , A N EW V I S U A L I D E N T I T Y W A S D E V E L O P E D TO R E F L E C T THE S T R E N G T H S OF T H E F O U N D A T IO N . O N E OF T H E E L E M E N T S OF T H E V I S U A L I D E N T I T Y IS T H E LO G O. T H E T R E E IS U S E D AS A S Y M B O L F O R G R O W T H A N D F L E X I B I L I T Y , T H E C O L U M N A S A S Y M B O L OF

T R U S T AND S T A B IL IT Y. T H E M A R R I A G E OF THE T W O C R E A T E S A UN IQ U E , C R E A T I V E , V I S U A L

■

R E P R E S E N T A T I O N OF T H E C L E V E L A N D F O U N D A T IO N

f AS A S T E A D F A S T O R G A N I Z A T I O N T H A T W I L L HE L P

thi

CLEVELAND

FOUNDATION

THE C O M M U N I T Y F L O U R I S H .

CONTENTS

LETTER FROM THE BOARD CHAIR AND PRESIDENT

GRANTMAKING

OVERVIEW

The Cleveland Foundationâ&#x20AC;&#x2122;s mission is to enhance the quality o f 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. GRANTMAKING HIGHLIGHTS

GI VING TO YOUR C O M M U N I T Y

FINANCIAL HIGHLIGHTS

B O A R D OF D I R E C T O R S

IN 2 0 0 1 , T H E C L E V E L A N D F O U N D A T IO N U N D E R T O O K A B R A N D S T R A T E G Y D E V E L O P M E N T P R O C E S S TO E N S U R E L O N G -T E R M G R O W T H . O U T O F T H IS P R O C E S S , A N E W V IS U A L ID E N T IT Y W A S D E V E L O P E D T O R E F L E C T T H E S T R E N G T H S O F T H E F O U N D A T IO N . O N E O F T H E E L E M E N T S O F T H E V IS U A L ID E N T IT Y IS T H E L O G O . TH E T R E E IS U S E D AS A S Y M B O L FOR G R O W T H A N D F L E X I B I L I T Y . T H E C O L U M N A S A S Y M B O L OF T R U S T A N D S T A B IL IT Y . T H E M A R R IA G E O F T H E T W O C R E A T E S A U N IQ U E , C R E A T IV E , V IS U A L I

R E P R E S E N T A T IO N O F T H E C L E V E L A N D F O U N D A T IO N

f A S A S T E A D F A S T O R G A N IZ A T IO N T H A T W IL L H E L P

the

CLEVELAND

FOUNDATION

T H E C O M M U N IT Y F L O U R IS H .

LETTER FROM THE BOARD CHAIR AND PRESIDENT

BUILDIN G OUR CAPACITY

NEW C O M M U N IT Y ISSUES

As we ask agencies to think differently and focus on best operating practices and long-term strategies to become more

Along with changes in the Foundation, we have seen changes in our community; from these changes, new challenges have

effective and productive, we too have done the same. Our board

emerged. Lakefront and economic development have moved to

has begun operating in a more entrepreneurial manner. We’ve

the center o f community discussion. Plans are being prepared

conferred with the community to examine what the next major

for developing the lakefront into open, public land, and studies

issues will be for our region, the ones on which we can have the

are being undertaken for moving parts of the Shoreway to

greatest impact, and with whom to collaborate to address these

promote public access to the lake. The Foundation has taken a

2001 was an extraordinary year o f transition for the Foundation,

issues. While our philosophy and mission remain the same, we

leading role in bringing parties together to develop these plans

our community and the nation. Just as we all were personally impacted by the

have looked for new ways o f operating to make us more effective. One o f those ways was through the adoption o f a new

and also has provided related funding.

events o f September n, the Foundation

governance structure. Part of that process involved working in

and the nonprofit sector were also

partnership with our trustee banks, amending our Declaration

affected. Being a community foundation

o f Trust and increasing our board of directors from n to 15.

provided us and our donors the

W ith the addition o f five new members, Terri Hamilton

flexibility to respond quickly to the events, making nearly $i million in

Brown, David Goldberg, Ric Harris, Dr. Maria Jose Pujana

contributions

o f the community we serve.

directly

the

September nth Fund, as well as to local organizations affected by the tragedy. We also saw dramatic transition on the local political front. The city welcomed a new mayor, after saying farewell to one who had served for 12 years. The economy, both locally and nationally also shifted this past year, causing an economic slowdown. As the world around

challenges

experienced and

changes,

celebrations,

the

Foundation continued its own trans formation, adapting and growing to best serve the needs o f the community.

and Alayne Reitman, our board provides a true representation

In addition to Lakefront development, retaining and attracting talented individuals to our city remains a top priority for both the public and private sectors. Cleveland’s new mayor, Jane Campbell, has already begun exploring these two topics, bringing together business groups and members from her administration to address this topic joindy and to discover solutions in a collaborative manner. As issues like these develop, the Foundation’s role as a convener becomes more crucial. Our

Changes in Ohio’s nonprofit corporation law have revised the

commitment to combining an entrepreneurial approach with

name o f nonprofit organizations from “charitable corporations”

the needs o f the community will serve us well as we undergo

to “public benefit corporations.” While this change appears to be semantic, it has a deeper impact. The term “public benefit

another phase in the development o f our city.

corporation” allows us to define ourselves by what we do and are, rather than what we are not. This new name conveys the important qualities o f our organization and defines the key beneficiaries o f our activities: the public. The new law also called for a change of language from “board o f trustees” to “board of directors.” This new designation points to the true function of our board, which is to provide direction and guidance for the Foundation. As we have broadened the operations o f the Foundation, we also have strengthened our communications. We created a brand strategy, introducing a new logo as part o f that under taking. This new logo, which you’ll notice on page one o f this report, provides the best visual representation o f the Foundation and what it means to Greater Cleveland. Due to our founders, the stewardship o f trustee banks and the generosity of thousands o f donors, the Foundation is a pillar of strength and a trusted member o f the community. A t the same time, it is flexible and continues to grow to meet new challenges and provide leadership on issues important to all of us.

With economic development becoming an ever-increasing concern for our region, the Foundation has strengthened its strategic commitment to this topic by taking on our secondever senior fellow in the area o f economic development. Through this appointment, we are playing a leadership role in working with business, political and academic leaders to design and implement a program to address the economic growth and business formation issues affecting Northeast Ohio.

C H A N G E S IN B OA R D C O M P O S I T I O N

Another emerging issue that is sure to have a significant impact

This year marked the tenth year o f board service for both

on Greater Cleveland is our aging population. Recent census

Charles Ratner and Dr. Doris Evans. Our deepest gratitude is

information revealed that individuals are living longer, healthier

extended to them for their commitment, leadership and the

lives and are staying active in their later years. W hen we

wise counsel they each provided during their tenure. A s former

examined this information, we asked, “W hat does this mean to

board chair, Mr. Ratner was a leading advocate o f urban

our community?” T h e answer is a significant increase in the

development and improving the quality o f the Cleveland

number o f older individuals in our area. This information led us

Public

to create our new Successful A ging Initiative, which will

concern for children helped

explore ways to engage seniors in the community.

spark the E arly Childhood

As a community leader and collaborator, w e’ve partnered with the United W ay on the Community Vision Council, a public-

Schools. Dr.

Initiative

as well

Evans’

other

prevention-oriented programs.

private partnership that is designing a new human services

The Foundation’s growth and

agenda focused on the needs o f the community. The

evolution are on a continuum.

Foundation’s $3 million commitment will help the council

And as another year passes, our

address the area’s most pressing problems and improve the

board o f directors, who are not

quality o f life for Greater Cleveland’s citizens.

compensated, and outstanding

We’ve also put a larger focus on accountability and measuring performance. A s part o f honoring our donors’ wishes, we want to be sure their dollars are having the impact they desired when creating their funds. Therefore, we have created a new evaluation

staff have continued to show their belief in, dedication to and ongoing support for this community. We thank you all.

officer position to ensure that our grants are having an impact on the community and are producing results. G R O W T H IN D O N O R A D V I S E D F U N D S

Although 2001 brought a slowdown in the economy, we are pleased that the Foundation brought in over $34 million in new gifts. M uch o f our growth continues to be in the area o f donor advised funds, both in terms o f new funds and grantmaking from these funds. A s individuals express a desire to be more engaged in their philanthropic giving, donor advised funds have become the vehicle for doing so. W ith a donor advised fund, fund advisors can make grant recommendations and involve other people in those decisions. M any families have found this type o f fund a terrific tool for carrying out their giving objectives. In addition to new donor advised funds being started, grants from these funds continued to grow, reaching $8.5 million in 2001.

A community foundation is uniquely positioned to anticipate, respond and adapt to changes in the community and beyond. In 2001, our grantmaking was clearly a case in point. Many changes occurred in our external environment, including new leadership in city and county government, a slowing economy, new concerns for the region’s economic vitality and the terrorist attacks o f September 11. Internally, we adopted a new board structure and combined four separate grantmaking committees into one.

N E W L E A D E R S IN K E Y G O V E R N M E N T P O S I T I O N S

THE E C O N O M Y AND A “ QUIET C R I S I S ”

SEPTEMBER

After 12 years o f leadership under Michael R. White, the

A slowing economy meant less money available for nonprofit

As we experienced changes in our local environment, we were

citizens o f Cleveland elected Cuyahoga County Commissioner

organizations, both in terms o f available grant dollars and

also affected by one event that shook the entire nation.

Jane Campbell as their 53rd mayor. This also brought a change

individual contributions. W hile 2001 was the second consecutive difficult year for the financial markets, the

September 11 found many o f us glued to our televisions, watching in horror as our nation was attacked. While we

has come renewed energy to address critical community issues through cooperation and collaboration among public and

Foundation’s practice o f using a three-year average to

witnessed the unfolding o f events, Americans everywhere

determine dollars available for grantmaking allowed us to

immediately thought “W hat can I do to help?” These events

private stakeholders and to reinvigorate Cleveland’s celebrated “public-private” partnerships. W ere delighted to be fully

authorize over $74 million in grants and low-cost loans. However, throughout the nonprofit sector, the slowing

brought out the philanthropic spirit and generosity of the American people in an astonishing manner. Because of the

engaged in this process.

economy meant further stretching o f already tight resources.

Foundation’s great flexibility to provide financial support for

in the leadership o f the commissioners. With new leadership

Another environmental factor that had great significance for the Foundation in 2001 was the economic development AR TS & C U LTU RE

C I V I C A F F A IR S

E C O N O M IC

D E VELO PM ENT

E D U C A T IO N

E N V IR O N M E N T

$11 ,001,845 $9,702,463

concerns facing our region. As profiled in the “Quiet Crisis” series by The Plain Dealer.; Greater Cleveland is confronting significant issues that threaten its long-term economic vitality.

« 3>352 >93I

As our community began to struggle with these problems and

$7,013,476

ways to address them, The Cleveland Foundation committed considerable dollars and resources to help address those

5 84>75°

H EALTH

M 3 > 4 3 8>735

S O C I A L S E R V IC E S

$IO, 095,211

struggles. We made significant grants to Cleveland Tomorrow and the Greater Cleveland Growth Association for projects they are undertaking to boost the region’s economy, halt the loss o f business and industry, and attract companies to our area. We also took the important step o f appointing a senior fellow for economic development to work with organizations and community leaders on developing plans to strengthen the region’s economic future. You can read more about the Foundation’s work in this area in the Economic Development Highlights section of this report.

1 1 , 2001

unforeseen needs, we were able to join millions of Americans in supporting the people and organizations hit the hardest. The Foundation, together with its supporting organizations and donor advisors, contributed nearly $1 million to the September nth fund and agencies serving victims.

A H O L I S T I C A P P R O A C H TO G R A N T M A K I N G

LONG-TERM G R A N TM A K IN G

In addition to external transition, the Foundation also

One such emerging issue is an exponential increase in senior

which will have a long-term impact, for expansion o f the

underwent a number o f internal changes. A s you read in the

citizens in Greater Cleveland, one that will continue rapidly

Cleveland Center for Structural Biology. The Center, which is

letter from our board chair and president, we spent much time

over the next 10 to 20 years. This will have significant

a partnership between Case Western Reserve University and

this year updating our governance structure. This new structure

implications for our area, escalating the need for services and

the

led to a change in the way our board oversees grantmaking

resources dedicated to this population. Therefore, w e’ve

Foundation funds to purchase a Nuclear M agnetic Resonance

activities. We condensed our program grantmaking committees

stepped out in front o f this emerging need, launching

spectrometer, the most powerful tool available for viewing

into a single Grantmaking and Community Engagement

a three-year, $4 million initiative on successful aging. This

the three-dimensional structure o f proteins. Obtaining this

Committee. This new committee takes a holistic approach to

initiative, which is explained in greater detail in the Special

equipment will allow the center to attract top researchers and

grantmaking strategy, placing funding decisions in the context

Projects Highlights o f this report, will develop and fund new

increase Cleveland’s prominence in the field o f structural

o f the needs o f the entire community, instead o f just an

ideas to engage seniors in our community.

biology. You’ll find more information on each of these grants in

individual program area.

Two other areas where we have committed significant resources

Recognizing the changes taking place in the environment

with the expectation o f producing long-term results are the

A s priorities and environments change, the Foundation is

around us, the new committee initiated a strategy review. This

Community Vision Council, based at the United Way, and the

preparing to thrive under new sets o f operating conditions.

comprehensive review, which we expect to finalize in 2002, is

Cleveland Center for Structural Biology.

And while we transition and transform, we also retain the best

taking an in-depth look at the strengths and weaknesses o f our

We committed $3 million over three years to the Community

current grantmaking structure and ways in which we can adapt

Vision Council, a public-private partnership that is defining

to have the greatest impact on Greater Cleveland. The strategy

community-wide priorities for health and human services.

review will determine our areas o f focus and our funding

The Foundation’s funds, along with matching commitments

priorities as we move forward in this changed environment.

by others, will address the area’s most pressing problems.

The Foundation has also begun looking at what larger,

B y establishing priorities and goals with measurable results,

long-term problems will be facing our community and how we

the permanent, community-wide Vision Council and its four

can address these.

issue-oriented councils will implement a shared community

This increasing focus on long-term results and impact has

agenda to reduce overarching community problems. The

required us to shift the way we approach grantmaking. In doing

Cleveland Foundation has also committed human capital to the

so, our grantmaking will center on stepping out in front o f

project, with Foundation President Steve M inter serving as a

emerging issues, meeting existing community needs and

co-chair to the umbrella Council, and other staff and board

responding to the needs o f our constituencies.

members serving on the smaller issue-oriented councils. Growing out o f a 20-year commitment to strengthen our com munity’s ability to perform high-quality, nationally competitive medical research, we made a $3 million grant,

Cleveland

C lin ic

Foundation,

is using

Cleveland

the Social Services and Health Highlights sections.

parts o f our organization - those qualities that serve us well no matter what the future may bring; qualities such as flexibility, strength, reliability and responsiveness. These are the traits that guide the Foundation. I encourage you to read the following pages o f this report and learn how the Foundation has applied these guiding principles to make a difference in our community.

Robert E . Eckardt, Vice President for Programs and Evaluation

prio rit ies :

T H E N E W N A T H A N A N D F A N N Y E S H A F R A N P L A N E T A R IU M AT T H E C L E V E L A N D M U S E U M O F N A T U R A L H IS T O R Y IS O N E O F T H E B E S T - E Q U IP P E D F A C IL IT IE S O F IT S S IZ E IN T H E W O R L D . F O U N D A T IO N S U P P O R T H E L P E D T H E M U S E U M P U R C H A S E A N D IN S T A L L S T A T E - O F - T H E -A R T

•

E Q U IP M E N T , A S W E L L A S T R A IN S T A F F O N IT S O P E R A T IO N .

. • •*

. •• •

•

• .

/ *. • •

ARTS & CULTURE

TOTAL GRANTS:

E X P A N D I N G P A R T I C I P A T I O N IN A N D A C C E S S T O T H E A R T S

S UP P O R TI N G EFFECTIVE ARTS EDUCATION BUILDING ORGANIZATIONAL CAPACITY

I M P R O V I N G P U B L I C A W A R E N E S S A N D S U P P O R T F OR T H E C U L T U R A L S E C T O R

The arts community, especially the performing arts sector, was negatively

affected

the

events o f 2001, including the economic downturn, which resulted in a loss of contributions. Additionally, the terrorist

As part o f our capacity-building strategy, we provided over $710,000 in third-year support to 15 organizations participating

install state-of-the-art equipment for the new 80-seat Nathan and Fannye Shafran Planetarium. Foundation funds were also used to train staff on the

attacks o f September 11, which

in our BASICS program. The BASICS program, Building the Arts’ Strength In Cleveland, helps organizations acquire the ability to manage risk and develop effective operating practices.

equipment. The new equipment and facility allowed the museum to expand

Our commitment to involving the community in the arts was

materials for its new Costa Rican and Madagascan biome classrooms that will be part o f its new Glass House currently under construction. The family-pack learning materials are used with area libraries and contain

came at the beginning o f the performing arts season, left many empty seats for shows in September and October. The impact o f these events on the arts community reinforced the importance the Foundation has placed on capacity building, which helps organizations manage through difficult times.

demonstrated in our grant to Cleveland State University in support of the 2002 Langston Hughes Centennial Celebration. The year-long, citywide commemoration of the famous writer’s works incorporates a variety o f Cleveland cultural institutions, including Karamu House, Western Reserve Historical Society, Cleveland Public Library and others. The collaborative activities will increase community awareness of and appreciation for the works o f Hughes, who began his writing, poetry and stage production career in Cleveland

while teaching at Karamu House.

and enhance its education programs. Our grant to the Cleveland Botanical Gardens helped create learning

family activities for use prior to visiting the Gardens. The Piano International Association of Northern Ohio (PIANO) received a grant to advance the artistic quality o f the Cleveland International Piano Competition. PIANO was able to move the final round of the competition to the newly renovated Severance Hall, increasing the event’s visibility. They also engaged resident conductor of

In supporting the next generation of arts and culture organizations in our region, we provided operating funding

The Cleveland Orchestra, Jahja Ling, as the orchestra conductor for the event. By moving the competition and bringing

for the GroundWorks Dance Theater, pictured at right, a new modern-dance organization. Our grant supported the

in Mr. Ling, PIANO was able to accommodate more people and

hiring o f a second full-time performing staff member who also serves as the primary education and community outreach coordinator. GroundWorks provides a forum for new choreographers in the region to share their works and engages new audiences in the arts. The Foundation also saw an increase in capital requests as many arts organizations began capital campaigns. When considering capital requests, the Foundation generally targets related programmatic undertakings. Examples of this approach are grants to the Cleveland Museum o f Natural History and the Cleveland Botanical Gardens. Our funding to the Cleveland Museum of Natural History helped the museum purchase and

strengthen the competition. In addition to bringing international pianists to Cleveland, the event increases the community’s awareness of and appreciation for piano virtuosos and music. A grant to Cleveland Public Art for the commission, construction and installation of a major piece o f artwork by internationally known artist Jim Dine will bring a major work to a prominent public space in the city - the new Federal Courthouse in downtown Cleveland. Dine has also done major public works in San Francisco and New York City.

priorities:

I M P R O V I N G N E I G H B O R H O O D Q U A L I T Y OF L I F E

PROMOTING W O R K FO RC E DEVELOPMENT

Developing Greater Cleveland’s neighborhoods was a major focus o f civic affairs grantmaking. We maintained our commitment to improve the quality o f life in our neighborhoods to make Cleveland a better place to live and work. Nearly three-quarters o f all grant. makina; dollars in this area supported efforts to renew and stimulate physical revitalization in Greater Cleveland neighborhoods.

.. . , . , , T, Neighborhood Progress, T , , . , Inc. (NPl) received a , . grant and a low-interest , loan to continue its „ ,. _ Partnership Program, a

We also targeted commercial development on Cleveland’s east

A grant to University Circle Incorporated provided funding

and west sides - the MidTown Corridor and the Berea

to hire staff, cover engineering, architect and legal fees for predevelopment activities, and conduct feasibility studies for

Road/West 117th Street and West 65th Street Industrial corridors. Our grant to MidTown Cleveland is helping to

physical development projects in the University Circle area. Projects include the renovation of the University East Building

central component that

develop three major projects dealing with commercial and residential issues, including a technology business center, a

provides financial support to some 17 community development corporations for revitalization agendas in core city neighbor

commerce park and a mixed-use residential and commercial

to include more apartments and upgraded retail; developing property adjacent to University Hospitals into a commercial

project. The Westside Industrial Retention and Expansion

area; and creating for-sale housing on Hazel Drive. All projects

hoods. The grant also allowed NPI to increase funding from its

Network received handing to assess industrial land use on

are designed to make the area more vital.

financing arm, Village Capital Corporation.

Cleveland’s west side and determine how to eliminate or reduce barriers to future development.

Projects that address a structure’s aesthetic properties help

Support for the Cleveland Housing Network’s Homeward Program helped community development corporations stimulate

make Cleveland a more attractive place to live and work. We

home ownership in Cleveland. Since its inception in 1997,

Two major grants were made to groups dealing with Cleveland’s inner-ring suburbs. A grant to

are supporting a redesign o f the Detroit-Superior

the program has generated more than 474 for-sale homes for

the First Suburbs Consortium, a group o f 12

Bridge

low- and moderate-income buyers.

communities

As another means o f reviving housing markets in Greater Cleveland, a capital grant to Shaker Square Area Development Corporation is supporting the redevelopment o f the Moreland Greens Apartment complex. The project, which will reconfigure the six-building complex to include 194 rental units plus about 30 for-sale townhouses, is designed to produce a mixed-income development that would include approximately 25 percent lower-income families.

that

surround

the

City

Cleveland

Public Art to convert two

Cleveland, funded a housing study o f selected

existing lanes for pedestrian

neighborhoods. As these inner-ring suburbs

and bicycle use as well as

age, they are beginning to face some o f the same housing challenges that Cleveland neighbor

to create scenic viewing points. We also provided

hoods have been addressing for several decades.

funding to the Cleveland

The study is exploring how existing housing stock might be rehabilitated or converted into more modern, marketable products. The Lutheran Housing Corporation received a grant to determine how to revive the East Cleveland Farmer’s Market, pictured above. Our resources are being used to cover predevelopment activities associated with assessing how to rekindle this once-active community attraction.

Restoration Society’s Sacred Landmarks Assistance Program for the lighting of the steeples o f five religious institutions.

DEVELOPING ECONOMICALLY HETEROGENEOUS NEI GHBORHOODS

TH E S H A K E R S Q U A R E A R E A D E V E L O P M E N T C O R P O R A T IO N IS U S IN G F O U N D A T IO N S U P P O R T TO R E D E V E L O P T H E M O R E L A N D G R E E N S A P A R T M E N T C O M P L E X . W H E N F IN IS H E D , T H E C O M P L E X W IL L O F F E R 1 9 4 R E N T A L U N IT S A N D 3 0 F O R -S A L E T O W N H O U S E S .

TOTAL GRANTS

F O U N D A T IO N S U P P O R T H E L P E D C R E A T E A H E A L T H Y E C O N O M IC E N V IR O N M E N T T H R O U G H T H E G R O W T H A N D S U S T A IN M E N T O F B U S IN E S S E S , IN C L U D IN G M IN O R IT Y - A N D F E M A L E - O W N E D E N T E R P R IS E S . B Y IN C R E A S IN G A C C E S S T O E X IS T IN G

RESEARCH

A N D T E C H N O L O G Y , T H E S E B U S IN E S S E S A R E A B L E T O U S E E X IS T IN G T E C H N O L O G Y TO D E V E L O P N E W A P P L IC A T IO N S .

A healthy economic environment continues to be a key factor in the well-being of our region. Organizations that sustain and grow businesses, thereby creating employment opportunities and wealth, are vital to raising the quality of life in our community and have been the main focus of our economic development grants. In 2001, government, business and nonprofit organizations came together around efforts to strengthen our regions economy. The Foundation played a significant role in helping forge partnerships among these groups. We also appointed our second-ever senior fellow, Brad Whitehead, in the area of economic development. Whitehead is working with business, political and academic leaders to design and implement a program to address the economic growth and business formation issues affecting Northeast Ohio. As much of the strategy work around economic development has already been completed, Whitehead will assist local institutions and community leaders in trying new models for growth, marshalling necessary resources and increasing TOTAL GRANTS:

the pace o f business development.

priorities:

BUILDING OR GAN IZATIONAL CAPACITY

STIMULATING GO VER NM EN T/B US IN E S S C OLLABORATIO N

A DOPT ING TECH

OLOGY

P R OMOT I NG E CO NO MI C DIVERSITY

Our largest grant supported joint efforts between Cleveland Tomorrow and the Greater Cleveland

The Foundation also continued to fund

1,111

Growth Association. They are working together to advance several economic activities, including Northeast Ohio’s technology agenda, minority business ownership, regional air service, and innovation and leadership development. >> Our support for the Northeast Ohio Technology Coalition (NorTech), a group working to advance the region’s economic development through technology and entrepreneurship, helped increase its capacity and establish the Start-Up Alliance, an effort that brings together various organizations working to increase local technology-based business formation. >> Foundation grants helped expand minority business growth and

’

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in Baiti'llc

M em orial

institute

supported the NASA Glenn/Garrett Morgan Commercialization Initiative, shown at left, a program that provides minority- and female-owned businesses access to NASA technology. The program increases the competitiveness o f businesses by allowing them to participate in defining, developing and commercializing new applications from existing NASA technology.

entrepreneurship through support of two programs, one that pairs corporate executive leadership teams with executives of minority companies, and another that provides a resource pool of firms offering pro bono assistance to minority companies. > > Recognizing the important role o f air transportation in our region’s future competitiveness, we funded studies on developing a more efficient and expanded air service system. The studies focused on issues such as capacity, choke points in air traffic, expansion and technology deployment. >> Foundation funding is supporting an assessment o f best practices for helping businesses become more competitive and developing current and future leaders. Their findings will help the Greater Cleveland Growth Association, our local chamber o f commerce, in determining the resources needed to compete in the new economy.

We continued to fund programs that develop and support entrepreneurship and economic diversity. A grant to the Mount Pleasant NOW Development Corporation funded The Youth Entrepreneur Camp, a program that exposes youth to economic and employment opportunities available outside of entry-level and unskilled-labor positions. This youth empowerment initiative teaches our young adults how to become self-sufficient and self-reliant and builds self-esteem while providing the leadership skills necessary for personal development.

priorities:

RESTRUCTURING DISTRICT GO VER NAN CE AND MA NAG EM EN T

R A I S I N G T H E Q U A L I T Y OF T E A C H I N G ,

LEADERSHIP AND PARENT INVOLVEMENT

S U P P O R T I N G S T R A T E G I C I N I T I A T I V E S OF A R E A C O L L E G E S A N D U N I V E R S I T I E S

G A U G I N G P R O G R E S S ON I M P R O V I N G S T U D E N T LEARNI NG

The education program area focuses primarily on the Cleveland Municipal School District (CMSD), first-ring districts and eight area colleges and universities. We aim to increase the intellectual capital of Greater Cleveland

The largest share of

In the area o f supporting innovation, the Foundation

by fostering strong, distinctive schools. We assist higher education by funding ideas that advance an institution’s top priorities.

funding in education

renewed funding for two community schools,

went to advancing

Citizens Academy and the FairhiH Intergenerational School. We also continued support for a comprehensive

District

governance

and management grants

the quality o f teaching and building leadership,

supported CMSD in redesigning and retooling its

including grants to CMSD to implement academic standards and bolster the recruitment and retention

evaluation

of high-quality teachers. A series o f grants helped strengthen professional development for Cleveland

self-evaluators and to gauge the merits o f this reform

teachers, including one to Kenyon College for

movement to improve academic peformance through

hire an expert from the

the Great Migrations Project, which helps

schools small enough for students to be well-known and supported, were funded as innovations in public

Harvard

social

board and administrative functions. Our special focus on fostering collaboration between district and union leaders to improve teaching and learning helped send a joint labor-management team to Harvard University for training, Program

Negotiation to assess the quality o f collaboration, pilot a program to help building

representatives

M ichigan

University

schools’ faculty become

approach. “Small Schools,” a growing national

schooling. One grant went to the Cleveland

the

East High, and another to Carroll Cleveland

African-Americans to Northeast Ohio. James

Philosopher’s Program, located at John Carroll

migration

Rhodes High School,

Union Reform Network.

Western

Academy o f Finance, located within Cleveland’s

shown at left, is a participant in the project.

regionally with the Teacher

community

and

studies

assist

and

help

English teachers explore

take a lead on reform, and nationally

Renewed funding supported two vanguard approaches to gauging progress on improving student learning.

CATALYST,

the

independent newsmagazine devoted to analyzing and reporting on school reform in Cleveland, received a new two-year grant. We also continued to help CMSD develop a data warehouse, making student performance information available in a Web format.

University, for court-adjudicated youth in the Cleveland district.

E X P E R I M E N T I N G W I T H I N N O V A T I O N S IN P U B L I C S C H O O L I N G

F O U N D A T IO N F U N D IN G S U P P O R T E D T H E C L E V E L A N D M U N IC IP A L S C H O O L D IS T R IC T ( C M S D ) IN A V A R IE T Y O F P R O J E C T S , IN C L U D IN G

P R O G R A M S TO A D V A N C E T H E Q U A L IT Y

O F T E A C H IN G A N D B U IL D L E A D E R S H IP T H R O U G H T H E IM P L E M E N T A T IO N O F A C A D E M IC S T A N D A R D S A N D TO IN C R E A S E R E C R U IT M E N T A N D R E T E N T IO N O F H IG H - Q U A L IT Y TEACHERS.

Staff devoted significant time to the Ohio Eight, a first-ever convening o f the superintendents and union presidents of Ohioâ&#x20AC;&#x2122;s largest urban districts. Partnering with the KnowledgeWorks, George Gund and Martha Holden Jennings foundations, we brought these leaders together to jointly address challenges and take advantage o f opportunities, with an initial focus on new state and federal accountability and assessment requirements. In

higher

education,

the

Fenn

Educational Fund awarded over $400,000 to 10 area colleges and universities to help connect cooperative education and internship programs to workforce clusters and sectors that research has shown to be important to our regionâ&#x20AC;&#x2122;s economic and workforce development. The fund works with institutions to implement and enhance cooperative learning programs to develop an educated, experienced and prepared workforce.

TOTAL GRANTS:

priorities:

T H E S H A K E R L A K E S R E G IO N A L N A T U R E C E N T E R R E C E IV E D S U P P O R T TO A D D C L A S S R O O M S P A C E T H R O U G H T H E R E N O V A T IO N A N D E X P A N S IO N O F IT S F A C IL IT Y . T H IS E N A B L E D T H E C E N T E R TO E X P A N D E N V IR O N M E N T A L E D U C A T IO N E F F O R T S T O A W ID E R A U D IE N C E .

TOTAL GRANTS

STRENGTHENING

ENVIRONMENTAL ORGANIZATIONS

PROTECTING OPEN SPACES SUPPORTING

ENVIRONMENTAL EDUCATION

ENH A NC IN G THE LINKAGE BETWEEN E NV IR ON ME NT AND E CO NO M IC D E V E L OP M EN T

In 2001, the Foundation’s environmental grantmaking focused on increasing the capacity o f environmental nonprofits, allowing them to operate more effectively and address key community issues, and strengthening environmental education efforts, particularly among youth.

The Foundation’s most notable environmental grant in 2001 was a capital grant for the development o f the Cleveland Environmental Center, a complex that will house several environmental organizations. A project o f the Ohio City Near West Development Corporation, the new Center will allow organizations to work in close proximity, fostering collaboration on issues important to the community. Near West Development Corporation, along with its partners, will renovate the property using green building concepts, which promote environmentally responsible building practices and the use of ecologically sustainable materials. The project will also become a model to introduce green building concepts to the community.

A second capital grant was made to The Shaker Lakes Regional Nature Center for the renovation and expansion o f its facility. The facility renovation enhanced the organization’s capacity to serve the general public, while the addition o f classroom space allowed them to open their environmental education classes to a larger student population. A grant to the Cleveland Green Building Coalition enhanced the organization’s ability to carry out its activities, which focus on informing local civic, business and development industry communities about the economic, environmental and health benefits of green building, and encouraging the use of green building techniques to integrate a building’s design with nature, select sites that renew urban areas and cut suburban sprawl, and use recycled materials. Two grants were made to further environmental education. Support for The Earth Day Coalition’s Student Environmental Congress is helping to teach students about local environmental issues and encouraging them to become involved in efforts to improve the quality of the environment in their neighborhoods. A grant to the Cuyahoga Valley Environmental Education Center is providing second-year support to its Artist-in-Residence program, which uses photography, painting and poetry to introduce students to the natural environment. Through Foundation support, the organization was able to fully integrate the arts into this environmental education curriculum, which has benefited more than 3,000 students. Executive Director Deb Yandala (center), Development Director Clark Harvey and Associate Director Janice Matteucci are pictured to the right. We also continued support for the Ohio field office of the Trust for Public Land, a national organization that preserves and protects open space for public enjoyment. Foundation funds will aid the Trust’s work on several land conservation projects, including the West Creek Preserve in Parma and the Bass Lake Sanctuary in Geauga County. The Ohio office has been actively involved in the preservation o f several key open spaces in Northeast Ohio, such as Edison Woods and the transfer o f 327 acres o f land previously occupied by the Richfield Coliseum to the Cuyahoga Valley National Park.

priorities:

I M P R O V I N G C A R E F OR P E O P L E W I T H C H R O N I C C O N D I T I O N S

I M P R O V I N G A C C E S S T O A N D Q U A L I T Y OF C A R E F OR T H E U N D E R - A N D U N I N S U R E t

Grants in the health program area provide better care to people with chronic conditions and support services for individuals without the appropriate access to healthcare. The

A capital grant allowed the Covenant Adolescent

Foundation also makes occasional grants for medical research initiatives that generate cooperation among area academic

Chemical Dependency & Prevention Center, pictured below, to begin restoration work on the historic M cGuffy

institutions, strengthen our research infrastructure and attract world-class researchers to our city.

School for use as its first permanent home. The agency, which has a long-term relationship with the Foundation, assists children, adolescents and their families who are

Improving care for people with chronic conditions has long been a top priority for the Foundation. One area we have significantly funded is efforts that address asthma. As the leading pediatric admitting diagnosis in Greater Clevelandâ&#x20AC;&#x2122;s two major hospitals, and the leading cause of school absenteeism attributed to chronic conditions, asthma is a major local public health concern. Our grant to the American Lung Association (ALA) helped integrate the Greater Cleveland Asthma Coalition (GCAC) into the ALA. educates health providers and families

GCAC

o f asthmatic children on treatment strategies and environmental triggers o f asthma, collects community data to identify needs and resources, and creates cooperative strategies to address issues of asthma at multi-organizational levels. Through the integration, the Coalition was able to develop a comprehensive approach to asthma management that involved consumers, providers and environmental health organizations.

addressing chemical dependency and mental health problems. The new center will enable the agency, the sole adolescent substance abuse treatment center on the west side of Cleveland, to increase its treatment capacity by 50 percent. The Foundation made its largest grant to date in the area o f medical research with a $3 million award to Case Western Reserve Universityâ&#x20AC;&#x2122;s School of Medicine for the expansion o f the Cleveland Center for Structural Biology (CCSB), a joint effort o f Case Western Reserve University and the Cleveland Clinic Foundation. Our funding assisted the Center in acquiring an ultra-high-field Nuclear Magnetic Resonance spectrometer, the most powerful instrument for visualizing the threedimensional structure o f proteins. Viewing proteins in this manner allows for the possible creation o f new medical therapies and a better understanding o f human disease. Expansion of the CCSB will strengthen Clevelandâ&#x20AC;&#x2122;s research infrastructure and support the development o f its biotechnology industry.

STRENGTHENING C L E V E L A N D ’S RESEARCH INSTITUTIONS

F O U N D A T IO N F U N D S S U P P O R T E D T H E E X P A N S IO N O F T H E C L E V E L A N D C E N T E R FO R S T R U C T U R A L B IO L O G Y ( C C S B ) T H R O U G H T H E P U R C H A S E O F A N U L T R A - H IG H - F IE L D N U C L E A R RESO NANCE SPECTRO M ETER. T H E C C S B IS H E L P IN G TO STREN GTHEN C LE V E LA N D ’S R E S E A R C H IN F R A S T R U C T U R E A N D D E V E L O P IT S B IO T E C H N O L O G Y IN D U S T R Y .

(

HEALTH

T OT A L G R A N T S

priorities:

A P P L E W O O D C E N T E R S , IN C . P R O V ID E S B E H A V IO R A L H E A L T H C A R E , IN C L U D IN G C O U N S E L IN G A N D P S Y C H IA T R IC S E R V IC E S , T O C H IL D R E N , Y O U T H A N D F A M IL IE S . F O U N D A T IO N S U P P O R T W A S U S E D T O F A C IL IT A T E A M E R G E R W IT H C H IL D R E N 'S A ID S O C IE T Y , H E L P IN G T H E C E N T E R D E V E L O P A B R O A D E R R A N G E O F C L IE N T S E R V IC E S .

W ith state and county budget cuts and a drop in other funding, many human service providers focused on maintaining long-term, quality programs versus starting new ones. Additionally, as changes in welfare reform policy continued, agencies have found it essential to explore new service delivery models and to strengthen their ability to respond to public policy changes.

TOTAL GRANTS:

INCREASING PUBLIC POLICY CAPACITY

SUPPORTING NEW SERVICE DELIVERY MODELS

S T R E N G T H E N I N G FAMILIES

A grant to Applewood Centers, Inc. helped to facilitate an affiliation with Children’s Aid Society to develop a broader continuum of services for families and children. The affiliation, which resulted in combining the organizations’ financial, development, maintenance, dietary and administrative departments, will help contain costs and position both organizations to survive and thrive in today’s unsteady fiscal climate. Severely disabled children often have problems sitting, standing and walking.

M obility

Opportunities Via Education (MOVE) is a new curriculum combining natural body mechanics with an instructional process. A grant to the Cuyahoga County Department o f Mental Retardation and Developmental Disabilities

Foundation support to United Way Services helped

returns to recoup some or all of the federal

fund three pilot projects focusing on mental health services for children ages zero to three with mental and/or

income tax taken out of their pay.

emotional problems. The projects focus on working with young children suspected o f having undiagnosed and untreated mental health problems. These pilots represent the first time that the D C 0 - 3 , a developmental diagnostic assessment instrument for use with very young children, has been used in conjunction with an Individualized Family Services Plan, a tool that ensures families are an integral part o f the child’s therapeutic treatment team.

helped the organization become certified as a

A grant to Cuyahoga Health & Nutrition, a

MOVE Model Site, the first and only one in

county agency providing healthcare, childcare and food stamp benefits to the disabled, elderly

Ohio, and purchase required equipment, such as the wheelchair swing shown in the photo to the right.

and working families, supported a campaign promoting free tax preparation services, savings programs, consumer counseling and other budgeting services. The program focused on increasing awareness of the Earned Income Tax Credit, a government program that allows qualified low-income workers filing federal tax

The most significant social services work is our $3 million commitment to the Community Vision Council, a public-private partnership based at United Way and consisting of more than 160 community partners working to improve health and human services for Greater Clevelanders. By strategically focusing resources, the councils will work to achieve long-term improvements in our area’s quality

Health and caringfo r all >Improve health by reducing and preventing tobacco use. > Reduce disparities in healthcare through expanded health education programs in schools, as well as broaden access to health insurance. >> Senior success > Develop a coordinated transportation system that is accessible to and affordable for all seniors in Cuyahoga County. > Increase access to more accurate and current information about senior services. >> Learning and earningfo r life > Create a model for coordinated employment

of life. Four issue-oriented councils, listed below, will focus on high-priority areas.

training and support services targeted to the urgent need of displaced workers.

>> Strongfamilies = successful children

> Increase graduation rates by expanding

> Prepare children to succeed in school by

and coordinating after-school programs

enhancing the quality of daycare providers. > Build on and strengthen neighborhood services through the fuller use o f school buildings.

that provide enhanced learning opportunities for school-age children.

In addition to responsive grantmaking in our seven program areas, the Foundation also develops and participates in interdisciplinary, large-scale initiatives. In 2001, we completed a second year of work on the Early Childhood Initiative, and we launched a new Successful Aging Initiative focused on helping seniors remain engaged in our community. We also continued our internship program, which The Early Childhood Initiative (ECl), launched July 1,1999, is an exemplary public-private partnership designed to ensure the well-being o f all children, birth through age five, in Cuyahoga County. In 1999, the Foundation provided $3.5 million to help establish this nationally recognized, comprehensive early childhood development program. Since then, the Initiative has made significant strides in improving effective parenting and promoting children’s health and quality childcare so the county’s young children can achieve their maximum potential. B y the end o f the Initiative’s second year, over 41,000 children were provided health insurance, 13,304 mothers received home visits from registered nurses, and 9,000 quality childcare spots had been created. An ECI childcare facility is pictured at left. At approximately four million people, individuals aged 85 and older comprise the fastest-growing segment of our population. Demographically, Cuyahoga County is the second-oldest county in the United States, outside o f the Sunbelt area. Healthier lifestyles, improved healthcare and lower birth rates have all contributed to the country approaching a time when there will be more older adults than youths. W ith these statistics in mind, the Foundation launched a new initiative focused on seniors. Our three-year, $4 million Successful Aging Initiative will provide opportunities and resources to assist Cleveland’s seniors in remaining active in the community. To start the Initiative, we convened a taskforce o f community leaders and professionals in the field o f aging who provided us with recommendations for programs that will engage seniors in the community through volunteering and civic involvement, lifelong learning and opportunities for employment. During 2002, we will begin funding programs that implement these recommendations.

T H E F O U N D A T IO N C O M M IT T E D $ 4 M IL L IO N TO A N E W S U C C E S S F U L A G IN G IN IT IA T IV E F O C U S E D O N S E N IO R S . T H IS IN IT IA T IV E W IL L S U P P O R T A N D E X P A N D P R O G R A M S A N D P R O J E C T S T H A T E N G A G E S E N IO R S IN T H E C O M M U N IT Y T H R O U G H V O L U N T E E R A N D C IV IC IN V O L V E M E N T , W IT H T H E G O A L O F H E L P IN G T H E M R E M A IN A C T IV E IN TH E C O M M U N IT Y .

Our Summer Internship Program provided 13 college students and recent graduates the opportunity to work in Cleveland nonprofit and governmental agencies, gaining experience in these sectors. Participating interns also attended weekly seminars that exposed them to the roles these agencies play in our community. The program helps develop and nurture interest in nonprofit and public sector careers among Greater Clevelandâ&#x20AC;&#x2122;s future workforce.

SPECIAL PROJECTS

TOTAL GRANTS:

F O U N D A T IO N S U P P O R T FO R T H E R E N O V A T IO N A N D E X P A N S IO N O F T H E L A K E M E T R O P A R K S W IL D L IF E C E N T E R W IL L D O U B L E T H E S IZ E O F T H E F A C IL IT Y A N D A D D CLASSRO OM

S P A C E F O R E D U C A T IO N P R O G R A M S .

The Lake-Geauga Committee has been addressing needs in the region since 1987. In 2001, the Foundation supported capital and programmatic needs in a variety of areas, including the environment, social services and the arts. A grant to the Lake Parks Foundation supported the renovation and expansion of the Lake Metroparks Wildlife Center at Penitentiary Glen Reservation, a facility that treats injured wildlife and then returns them to their natural habitat. The expansion will double the facilityâ&#x20AC;&#x2122;s size and add classroom space for educational programs. Offering comprehensive rehabilitation services to persons with physical, communications and/or developmental disabilities, the Lake County Society for Rehabilitation, pictured above, has seen an increased demand from residents outside of Lake County. A grant assisted them in adding satellite clinics in Wickliffe and Chardon to support increasing activity in Geauga County. The Das Deutsch Center for Special Needs Children received a grant for support of a physician to oversee the outreach and clinical aspects o f the program, which serves children, primarily Amish, with rare blood disorders. Providing cultural arts education and experiences to residents in Lake and Geauga counties, the Fine Arts Association received a grant to upgrade its internal operations and hire a business manager.

The Cleveland Foundation has a rich tradition of working to advance the field o f philanthropy

Building nonprofit capacity has long been a top priority for the Foundation. Our grant to

and to strengthen the nonprofit sector locally, regionally

Business Volunteers Unlimited assisted the organization in providing board development and

and nationally. In addition to grants made to support

management assistance service to nonprofits. Another grant to the Ohio Grantmakers Forum is

the field, our staff and board members also contribute

helping to seed the development o f an online directory o f consultants and management

their time, serving on boards and committees of local

assistance resources for nonprofits throughout the state.

and national philanthropic organizations. We support, and are a founding member of, Community Foundations of America, a consortium of community foundations working to develop national standards and marketing programs. As part o f this effort, The Cleveland Foundation, with the introduction of its new Web site, www.clevelandfoundation.org, pioneered a Web development and maintenance tool that will lower the cost of creating and maintaining Web sites for community foundations nationwide. Our work in the philanthropic sector was threefold: strengthening philanthropic infrastructure, building nonprofit capacity and promoting philanthropy, especially among youth. Historically, The Cleveland Foundation has been at the

As we look at ways to expand philanthropy in the community, an area o f growing interest is youth philanthropy. In addition to making grants to support youth philanthropy initiatives, we’ve also begun playing a leadership role on issues important to this movement. The United Way’s John K. Mott Youth Fund Distribution Committee (YFDC) is a grantmaking council of high school students who represent the Greater Cleveland community. By allowing the youth to make funding decisions, YFDC introduces teens from diverse backgrounds to philanthropy, engages them in community problems and provides opportunities for them to develop leadership and communications skills. The Foundation has provided grants to the program, which we have found to be an effective vehicle for educating youth about philanthropy and community problem solving. Additionally, Foundation staff dedicated time to helping the Mandel Center for Nonprofit Organizations’ Youth Philanthropy and Service Project, entitled Community, Higher Education and School Partnerships (CHESP), receive a grant to increase the number of youth involved in grantmaking and service learning across Ohio. CHESP will use the grant to develop a network o f 20 Greater Cleveland organizations interested in increasing youth civic engagement. We also made a grant to the Council on Michigan Foundations to train Greater Cleveland teachers on integrating the teaching o f philanthropy in K -12 classrooms. Case Western Reserve

forefront o f efforts to build our country’s philanthropic infrastructure and to enhance its effectiveness and

University’s Mandel Center for Nonprofit Organizations conducted the training.

accountability. We continue to make such investments,

In addition to promoting youth philanthropy, we also provided operational support for Cleveland

including grants to the Ohio Grantmakers Forum

Social Venture Partners, a donor group that exposes entrepreneurial individuals to community

( o g f ) and the Foundation Center. OGF, which has a

needs and the value o f strategic philanthropy and supports nonprofits through monetary and human capital. Social Venture Partners is a new concept in philanthropy that uses innovative

Cleveland office, provides professional development services and other resources to foundations and corporate giving programs throughout the state. The Foundation

ways to engage individuals in the nonprofit sector.

Center, which has one o f four regional offices in Cleveland, provides free information and programming on philanthropy to the grantseeking public.

GRANTS:

GRANT ELIGIBILITY

We make most of our grants to tax-exempt, private agencies, classified as 501(c)(3) organizations, public charities as defined by the Internal Revenue Service. We also make some grants to government agencies. However, we do not make grants to individuals. We are a nonsectarian organization; therefore, we do not support religious organizations for religious purposes, though sometimes we do support them for non-religious programs, such as hunger centers, job training or childcare. 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 Cuyahoga, Lake and Geauga counties or will directly benefit Greater Cleveland residents. Some agencies or interests in other communities may be eligible for grants if donors to the Foundation direct that support in their gifts.

W H E N TO S U B M I T A P R O P O S A L

The Cleveland Foundation reviews proposals on an ongoing basis, so you can submit your proposal whenever you are ready. However, the Foundation does require adequate time to thoroughly review a proposal, so please submit your materials at least 6-8 weeks in advance o f your project start date. Proposals that deal with complex or new programs, or those where significant questions remain unanswered, will likely require longer review times.

We ordinarily do not support endowments, membership drives or fund-raising projects, travel when it is the proposal’s primary focus, or publications and videotapes, unless they are part of a promising project.

THE PROCESS

Typically, after you’ve submitted your proposal, a program officer will contact you to discuss the GRANT PERIODS

SUBMITTING A FULL PROPOSAL

proposal.

Grant periods may vary, but typically start at the beginning o f the month following the grant approval date. Most grants are one-year awards.

Write your full proposal clearly and simply. Include information on your agency’s background, the

The Foundation will thoroughly review your

Multi-year grants undergo a performance review at the end o f each year before we release funds for the following year. FIRST-TIME GRANTSE EK ER S

Visit our Web site a twww.clevelandfoundation.org or contact the Foundation for a copy o f Guidelines fo r Grantseekers, a booklet with helpful information about preparing a grant proposal. Before you submit your proposal, we recommend you first send a letter to our program administrator’s attention, including information on your project, whom it will benefit, and the amount you anticipate seeking from The Cleveland Foundation. Our staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant application process begins.

project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget, which needs to be completed on the Foundation’s budget form. Each grant request must include the Foundation’s two-page Grant Proposal Cover Sheet and a completed Project Budget Form. A complete guide to submitting a proposal, as well as the required forms, is available on our Web site at www.clevelandfoundation.org. You can also contact the Foundation’s program administrator to request a paper copy of forms.

proposal and may conduct research, interview your staff or board, talk to other experts in the field and suggest ways to refine your proposal. A program officer will then write an evaluation o f your proposal to be reviewed and evaluated by other Foundation staff. Depending on the project and requested dollar amount, other levels of consideration will follow. Our full board then takes final action on grant requests. You will be notified in writing if a grant has been awarded to your organization. DURING THE GRANT PERIOD

The Foundation requires periodic progress and financial reports of grants awarded; your notice of the grant award will detail your reporting requirements. A t the end of the grant period, we require a final narrative and fiscal report on all projects we fund. The fiscal report must cover the entire project period, and must be signed by your agency’s fiscal officer or treasurer.

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

ANISFIELD-W OLF BOOK AWARD

For more than 60 years, the Anisfield-Wolf Book Award has recognized books that have made important contributions to our

The Anisfield-Wolf Book Award is believed to be the only American book award designed specifically to address issues of racism and diversity. Past winners have presented the

A panel o f nationally known jurors, currently led by Dr. Henry Louis Gates Jr., chair o f Afro-American Studies at Harvard University, chooses the winners. Other jury members include

understanding o f racism or our

extraordinary art and culture o f people around the world, explored human rights violations, exposed the effects of racism

appreciation o f the rich diversity

on children, shared reflections on

University of Virginia; Joyce Carol Oates, professor of humanities at Princeton University; Steven Pinker, Ph.D., Peter

o f human cultures. Created in 1935,

growing up biracial and illuminated the dignity of people as they strive

Institute of Technology; and Simon Schama, professor

for justice.

o f humanities at Columbia University. Winners of the

the Award reflects the passion for issues o f social justice that characterized the founder’s family.

de Florez professor o f psychology at Massachusetts

2001 awards were David Levering Lewis for W.E.B.

Awards are given in two categories,

Du Bois: The Fight fo r Equality and the American Century, 1919-1963 and F.X. Toole for his novel Rope

an academic work and a work for fiction, poetry or a memoir. Each

Burns: Stories from, the Corner. Lucille Clifton, poet

category carries a $10,000 prize. The

F.X . T O O L E ,

winners, chosen each spring for a

D A V ID L E V E R IN G L E W IS ,

work published the previous year,

L U C IL L E C L IF T O N

receive their awards at a public ceremony in Cleveland. In recent years, the Book Awards jury has also given a Lifetime Achievement Award to an individual whose life’s work has had an impact on racism.

Rita Dove, commonwealth professor o f English at the

and author o f children’s books, received the Lifetime Achievement Award.

E D IT H A N IS F IE L D W O L F

ANISFIELD-WOLF ME MO RIAL AWARD FOR O U T S T A N D I N G C O M M U N I T Y S E R V I C E

Administered by the Federation for Community Planning, this $20,000 prize is awarded to a Cleveland-area nonprofit organization that demonstrates outstanding service. This yearâ&#x20AC;&#x2122;s award went to The Gathering Place, an agency whose programs serve the emotional, social and spiritual needs of both cancer survivors and their support network in an effort to improve their quality of life. Executive Director Eileen Saffran is shown at right.

I 2?

A L L T Y P E S OF D O N O R S , A L L K I N D S OF C A U S E S

Over the past year, there has been much public interest regarding donor advised funds. Many around the nation are learning what donors in our community already know: For those interested in effective charitable giving, there simply isn’t a better partner than a community foundation. When you establish a fund at The Cleveland Foundation, you gain a partner in philanthropy. Our experts will work with you or your advisor to help you establish a personalized and innovative charitable fund. With The Cleveland Foundation, you can achieve your charitable goals in an effective, intelligent, creative and confident manner. We’re delighted to have invented the community foundation concept right here in Cleveland in 1914 (there are now more than 600 in the U.S.A.) and to be the second-largest today, but we’re especially proud of how many people have discovered charitable giving or have enhanced their philanthropy through our foundation. Donors appreciate our unique ability to handle all o f their charitable giving needs with services such as: > Personal access to nationally recognized grantmaking expertise > The convenience o f quickly establishing a fund - in the name o f the donor, a loved one or an honoree - for the cause o f their choice* that truly creates a lasting legacy > The ease o f online fund statements and grant recommendations > Significant start-up and ongoing administrative cost savings compared to establishing a private foundation > The flexibility o f investment options which, in many cases, allows donors to continue working with their current professional advisor(s) > The freedom to recommend grants when desired > The ability to make grants in the Cleveland area, anywhere in the nation and in many foreign countries

These services are the reason many people have become involved with The Cleveland Foundation and, most notably, established donor advised funds. Over the past five years, The Cleveland Foundation’s donor advised funds have grown from n to over 100. And grants made through these funds have grown from $5.2 million in 1994 to $8.5 million in 2001. In addition to these services, we make establishing a fund at The Cleveland Foundation easy by accepting a wide variety o f assets. We offer every way to give available under the tax code, including cash, securities - closely held and publicly traded - real property, retirement plans, gifts o f insurance and more. We also offer donors the ability to make immediate donations that maximize tax benefits. And, when establishing a fund that provides life income, donors can choose from an assortment of arrangements, including: > Charitable Remainder Unitrust - Allows a donor to transfer assets to an irrevocable trust that will generate payments representing a percentage of the trust’s annual value. A t the trust’s maturity, its assets will benefit the fund the donor established at The Cleveland Foundation. With this option, the donor may qualify for a charitable deduction for assets placed in the trust, as well as other tax benefits. > Charitable Remainder Annuity Trust - Allows a donor to transfer assets to an irrevocable trust in exchange for the security o f a fixed, predetermined annuity payment for life or a term o f years. At the trust’s maturity, its assets will benefit the fund the donor established at The Cleveland Foundation. With this option, the donor may qualify for a charitable deduction for assets placed in the trust, as well as other tax benefits.

Donors to The Cleveland Foundation recommend grants to nonprofit organizations classified as 501(c)(3), supporting literally hundreds of causes in our community and beyond. People are motivated to establish funds for many reasons, including: > A desire to intelligently manage their philanthropy the way they have managed their other financial affairs. > Parents and grandparents who want family members to engage in the spirit o f giving. > Some would like to make a difference in their community, both in their lifetime and beyond. > Many want to memorialize a loved one in a most honorable and lasting way. There is no typical donor ofThe Cleveland Foundation. Every' one is unique, as you’ll see in the testimonials within the fold-out pages o f this section.

GROWTH

IN D O N O R A D V I S E D F U N D S ( C U M U L A T I V E )

100 80

> Charitable Lead Trust - Provides income payments to the fund the donor established for a period of years. A t the end of the term, the trust’s assets are returned to the donor or other noncharitable beneficiaries. This option can allow the donor to enjoy estate or gift tax benefits.

1997

1998

1999

2000

2001

G RANTS FROM DONOR ADVISED FUNDS (CUMULATIVE)

W H A T IS A D O N O R A D V I S E D F U N D ?

Donor advisedfunds are thefastest-growing vehicles being used tofu lfill charitable goals. With this type o f fund, donors are able to participate in their philanthropy by making grant recommendations and can include their fam ily in those decisions as a way o f sharing charitable values.

> Charitable Gift Annuity - Offers an attractive payment stream for the lifetime of the donor or two annuitants, and tax advantages in return for an irrevocable charitable gift.

( J. v M I L L I O N S )

% IO

I 1997

1998

1999

2000

2 001

P R I V A T E F O U N D A T I O N VS. A D O N O R A D V I S E D F U N D AT T H E C L E V E L A N D F O U N D A T I O N

P H I L A N T H R O P Y IS O U R B U S I N E S S

Individuals who have just started to consider charitable giving and veteran philanthropists alike are finding The Cleveland Foundation has the knowledge, support and resources they need. We’re not fund-raisers. We’re in the business o f philanthropy, and our job is helping donors fulfill their charitable goals. We ardently believe you should never be pressured into charitable giving, asked to make quick decisions or be given confusing pitches. I f we’re not the right choice for you, we’ll be happy to suggest other options. PROFESSIONAL ADVISORS

We cherish our relationships with the professional advisory community: accountants, lawyers and financial planners. Our relationships focus on engaging their clients in the rewarding world of charitable giving. When their clients express interest in charitable giving, professional advisors turn to us for our expertise in philanthropy. We routinely conduct seminars and briefings for professional advisors. I f you would like more information on our work with advisors, please contact our Gift Planning and Donor Relations department. V I S I T US O N L I N E

We may be the oldest community foundation, but we’re continually introducing new services to meet your needs. In 2001, we launched e-philanthropy, allowing our donors to access information about the funds they’ve established and to make grant recommendations online. There are special sections just for professional advisors and potential donors as well. See what we have to offer you at www.clevelandfoundation.org. T HA NK YOU TO OUR D O N O R S

From our board o f directors and staff, we thank all of our donors, the many that joined us this year and those we’ve known for decades, for helping improve the quality o f life in Cuyahoga, Lake and Geauga counties, and in many other places. Our donors have truly created this foundation and have guided its growth for nearly 90 years. *Donors are able to recommend grantsfrom theirfunds to nonprofit organizations o f their choice. F in a l grantmaking decisions reside with The Cleveland Foundation's board of directors.

Private Foundation

Donor Advised Fund

Separate nonprofit entity Private foundation 2 percent, annually

Grants must equal 5 percent o f corpus annually 20 percent AGIf for appreciated property; 30 percent AGI+ for cash

Detailed annual filing with the IRS Professional staff, if any (unusual for a small foundation) Directors have complete control o f distributions and responsibility for asset management Annual operating costs, including legal and accounting fees, insurance, office space, staff and miscellaneous expenses

Fund o f The Cleveland Foundation

L E G A L ID E N T IT Y

Public charity

TAX S TATU S T A X A T IO N

O F IN V E S T M E N T

PAYOUT

IN C O M E

R E Q U IR E M E N T

D E D U C T IB IL IT Y

O F G IF T S

A D M IN IS T R A T IO N

G R A N T M A K IN G

E X P E R T IS E

CONTROL

COST

None None 30 percent AGI+ for appreciated property; 50 percent AGI+ for cash

All recordkeeping and accounting carried out by The Cleveland Foundation The Cleveland Foundation staff assistance to review and monitor proposals

Donor advisor may make grant recommendations No cost to establish; administrative cost o f 50 basis points annually on market value of the fund 1Adjusted gross income

The G o ff Society is named after Cleveland Foundation founder, Frederick Harris Goff. In 1914, G o ff invented the community foundation, developed a working model and promoted the concept across the United States. By the time he died in 1923, more than 50 community trusts had been established. Today, there are more than 600 community foundations in this country, and the model is emulated throughout the world. Members o f the G o ff Society have established permanent named funds, donor advised funds or supporting organizations, or have made cumulative gifts of $10,000 or more. We are grateful to each of them.

ANONYMOUS (34)

DAVID AND GINGER CAMPOPIANO

MR. AND MRS. ROBERT A. GARDA SR.

STEWART A. AND DONNA M. KOHL

STANLEY 1. AND HOPE S. ADELSTEIN

ANNETTE AND NICHOLAS A. CANITANO

ALBERT I. GELLER AND NORMA C. GELLER

VILMA L. KOHN, PH.D.

JOAN H. AND RICHARD B. AINSWORTH JR.

HARRY AND MARJORIE M. CARLSON

GEOFREY AND HELEN GREENLEAF

MARTIN R. KOLB AND SANDRA I. KIELY

NANCY AMANTEA

E. BRUCE AND VIRGINIA CHANEY

SALLY AND BOB GRIES

JEAN A. LANG

KEITH A. AND MARIE S. ASHMUS

KELLY CHAPMAN

JANE AND JIM GRISWOLD

MR. AND MRS. TOM H. LANG

ANDREA CONRAD BACHMAN

JUDGE CARL AND DEE ANN CHARACTER

SALLY K. GRISWOLD

BENSON P. AND VICKI P. LEE

FRED J. BALL AND ELIZABETH S. BALL

ALLISON E. CONRAD CHERKINIAN

WILLIAM R. GUSTAFERRO

MRS. DAVID LEHTINEN AND FAMILY

MAL AND LEA BANK

EMILY CHERKINIAN

SUSAN M. HAFFEY

DRS. ALAN LERNER AND ERICA NEW

D. ROBERT AND KATHLEEN L. BARBER

MICHAEL K. CHERKINIAN

JAMES J. HAMILTON

CATHY AND JOHN LEWIS

KENT AND JEANNINE CAVENDER BARES

CORNING CHISHOLM

RALPH W. HAMMOND

MR.* AND MRS. WAYNE H. LEWIS JR.

HANNA H. AND JAMES T. BARTLETT

MR.* AND MRS. M. ROGER CLAPP

HOLSEY GATES HANDYSIDE

MR. AND MRS. CHARLES M. LOMBARDY JR.

SAM BARTLETT

MICHAEL A. AND SUSAN K. CLEGG

SONDRA AND STEVE HARDIS

MRS. JOELY. LUND

LEIGH AND JIM BENNETT

MRS. KENNETH CLEMENT

WILLIAM E. AND NANCY M. HARRIS

ALEX AND CAROL MACHASKEE

LEONARD AND SUSAN BERSON

DORIS A. CLINTON-GOBEC

DR. AND MRS. S. W. HARTWELL JR.

LINDA MACKLIN

CHARLES P. AND JULIA S. BOLTON

GINNY AND BOB CLUTTERBUCK

CLARK HARVEY AND HOLLY SELVAGGI

DAN AND JANICE MARGHERET

MRS. ROGER BOND JR.

KAREN M. AND KENNETH L. CONLEY

DONALD F. HASTINGS AND SHIRLEY T. HASTINGS

RICHARD G. AND CYNTHIA C. MARSCHNER

GRACE W. BREGENZER

CAROLINE CONRAD

HENRY R. HATCH AND

MRS. LEONARD G. MARTIEN

MR. AND MRS. ROBERT R. BROADBENT

ROBERT AND JEAN CONRAD

JEANETTE GRASSELLI BROWN AND

SUSAN CONRAD

WILLIAM R. AND CONSTANCE S. HAWKE

ELLEN L. MASTRANGELO

JACK AND JEANETTE CRISLIP

LAURA R. HEATH

LISA B. MASTRANGELO

LENORE V. BUFORD, PH.D.

TIM AND SUSAN CURTISS

PRESTON B. HELLER JR.

MARK E. MASTRANGELO

B. KINGSLEY BUHL

MS. D. J. DAVIE

BEVERLY G. AND ALBERT M. HIGLEY JR.

MRS. J. DENNY MAY

LANCE C. BUHL

DAVID G. AND ADELAIDE S. DAVIES

ANNE AND THOMAS HILBERT

THORNTON D. AND PENNY P. MCDONOUGH

JUDGE LILLIAN W. BURKE

JAMES M. AND ANN M. DELANEY

DEBRA HIRSHBERG AND JAMIE HECKER

MR. AND MRS. ELMER MESZAROS

RICHARD AND JOYCE BURKE

ADELA D. DOLNEY

ROBIN AND MEACHAM HITCHCOCK

DENNIS L. MILLER

ROBERT AND VIRGINIA BURKHARDT

SARAH LUND AND ROLAND W. DONNEM

ARLENE AND ARTHUR S. HOLDEN

JAMIR M. AND RACQUEL A. MILLER

MR. AND MRS. JOHN H. BURLINGAME

MRS. PHILIP DHUC DRESSLER

MR. AND MRS. JONATHAN E. INGERSOLL

STEVEN AND DOLLY MINTER

ROY W. CADE

JIM AND ISABELLE DUNLAP

B. SCOTT ISQUICK

WILLIAM A. AND MARGARET N. MITCHELL

JOHN J. DWYER

MR. AND MRS. BROOKS M. JONES

J. MICHAEL AND DIANE MONTELEONE

SUSAN LAJOIE EAGAN, PH.D.

ELIZABETH W. AND WILLIAM M. JONES

LINDSAY J. AND DAVID T. MORGENTHALER

DORIS ANITA EVANS, M.D.

RICHARD E. AND JUDITH S. KARBERG

EARL F. AND BETSY* D. MYERHOLTZ

GLENN R. BROWN

BARBARA HITCHCOCK HATCH

DR. ELIZABETH B. MASTRANGELO

MR. AND MRS. NICHOLAS J. FEDERICO

MR. AND MRS. JOHN G. NESTOR

MR. AND MRS. SCOTT FINE

CHARLES J. AND PATRICIA PERRY NOCK

JOHN GABEL

JAMES A. (DOLPH) AND FAY-TYLER NORTON

YOLANDA AND DON GAMES

MRS. R. HENRY NORWEB JR. JOE AND ARLINE NOSSE

GOFF SOCIETY O R G A N IZA TIO N S AND C O R P O R A T IO N S J. WARD PALLOTTA

MR. AND MRS. JOHN SHERWIN JR.

THE ADHESION SOCIETY

DEACONESS COMMUNITY FOUNDATION

MARJORIE K. PALLOTTA

TERRY SHOCKEY, FLORENCE* E. SHOCKEY

AMERICAN CANCER SOCIETY, OHIO DIVISION

DRESS FOR SUCCESS CLEVELAND

EMILY M. PECK

AND BUD* (LOVELL) SHOCKEY

INCORPORATED

LESBIAN/GAY COMMUNITY SERVICE CENTER OF GREATER CLEVELAND

EARLY CHILDHOOD ENRICHMENT CENTER

THE LINCOLN ELECTRIC FOUNDATION

MACGREGOR W. PECK

MRS. EDWARD W. SLOAN JR.

AMERICAN ORFF-SCHULWERK ASSOCIATION

EAST SIDE CATHOLIC CENTER AND SHELTER

THE CLEVELAND CHAPTER OF THE LINKS, INC.

GILBERT S. PEIRCE

ROBERT L. AND ANITA L. SMIALEK

AMERITECH

EATON CORPORATION FOUNDATION

LUTHERAN METROPOLITAN MINISTRY ASSOCIATION

GEORGE J. PICHA, M.D.

DEBORAH ANN SMITH

ANTIOCH BAPTIST CHURCH

FAIRFAX RENAISSANCE DEVELOPMENT

LYRIC OPERA CLEVELAND

RICHARD W. AND PATRICIA R. POGUE

MRS. KENT H. SMITH

ASSOCIATION OF ASIAN INDIAN WOMEN IN OHIO

MAX AND LINDA PROFFITT

RUSSELL H. AND GRETCHEN H. SMITH

THE ASTRUP COMPANY

MRS. ALFRED M. RANKIN

DAVID S. SNAPP AND VIRGINIA ROBERTS SNAPP

AURORA SCHOOLS FOUNDATION

VICTOIRE AND ALFRED M. RANKIN JR.

FRANK U. SOWELL AND LINDA A. JACKSON SOWELL

THE BAPTIST MINISTERS CONFERENCE OF

CHARLES A. AND ILANA HOROWITZ RATNER

EDWARD J. AND ELIZABETH STARR

MR. AND MRS. TODD R. RAY

BILLIE HOWLAND STEFFEE

THE MOLLY BEE FUND

F JAMES AND RITA RECHIN

JAMES P. STORER

BETHANY BAPTIST CHURCH

MR. AND MRS. RAYMOND M. REISACHER

DUDLEY J. TAW

BLACK PROFESSIONALS ASSOCIATION

WILLIAM HUGHES ROBERTS

JOSEPH TZENG

MR. AND MRS. THOMAS H. ROULSTON

PHILIP R. UHLIN

MR. AND MRS. RICHARD H. RYE

CLEVELAND AND VICINITY

CORPORATION FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO, INC. FEDERATION FOR COMMUNITY PLANNING

MEDICAL MUTUAL OF OHIO, INC. NORTHEASTERN NEIGHBORHOOD DEVELOPMENT CORP. NORTHERN OHIO OPERA

FIRST UNITED METHODIST CHURCH

NORTHWEST EMERGENCY TEAM

FLORENCE CRITTENTON SERVICES OF GREATER

THE OHIO HUMANITIES COUNCIL

CLEVELAND, INC.

OLIVET INSTITUTIONAL BAPTIST CHURCH

THE FOREST CITY HOSPITAL FOUNDATION

POINT ONE - BEHAVIORAL HEALTHCARE NETWORK

FRIENDS OF THE SHAKER HEIGHTS PUBLIC LIBRARY

PREVENT BLINDNESS OHIO

CITY OF CLEVELAND

GOODRICH SOCIAL SETTLEMENT

M W PRINCE HALL GRAND LODGE OF OHIO

PAUL AND SONJA UNGER

THE CITY CLUB FORUM FOUNDATION

GREATER ABYSSINIA BAPTIST CHURCH

RECOVERY RESOURCES

KATHARINE B. SCANLON

CATHERINE G. AND DALE E. VERES

COMMUNICATIONS WORKERS OF AMERICA-

GREATER CLEVELAND ALUMNAE CHAPTER OF

ST. JAMES A.M.E. CHURCH

CHARITABLE FOUNDATION

DISTRICT 4

BOB SCHNEIDER

SENATOR AND MRS. GEORGE V. VOINOVICH

JILL SCHUMACHER

MICHAEL WALLER AND DEBORAH THIGPEN WALLER

CONLEY CANITANO & ASSOCIATES

MRS. ELLERY SEDGWICK JR.

MRS. PETER WELLMAN

CUYAHOGA COUNTY PUBLIC LIBRARY

NED AND DOROTHY SEIBERT

WILLIAM WENDLING AND LYNNE E. WOODMAN

CUYAHOGA VALLEY ENVIRONMENTAL

MARGIE AND JOHN WHEELER

EDUCATION CENTER

DELTA SIGMA THETA SORORITY, INC. HAMPTON UNIVERSITY ALUMNI ASSOCIATION OF CLEVELAND

ST. PHILOMENA CATHOLIC CHURCH SIGMA PI PHI FRATERNITY - TAU BOULE SMALL BUSINESS NEWS, INC.

HELP FOUNDATION, INC.

GEORGE B. STORER FOUNDATION, INC.

THE CATHERINE HORSTMANN HOME

UNITED BLACK FUND OF GREATER CLEVELAND, INC.

MICHAEL AND JOANN WHITE

THE INTERMUSEUM CONSERVATION ASSOCIATION

UNITED WAY SERVICES

CARMEL B. WHITING

INTERRELIGIOUS PARTNERS IN ACTION OF GREATER

WOMEN'S COMMUNITY FOUNDATION

CHARLES D. WHITMER AND MARY G. WHITMER DAVID P. WILLIAMS III AND JANICE CROSS-WILLIAMS RUTH WILLIAMS

CLEVELAND MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

MRS. MICHAEL A. WIPPER

IRISH AMERICAN ARCHIVES SOCIETY

MRS. SAMUEL WOLPERT

THE JUDGE PERRY B. JACKSON SCHOLARSHIP

MARGARET W. WONG JOHN AND JACQUELINE F. WOODS ROBERT J. AND JANET G. YAROMA JOHN STANLEY AND MARGARET INGERSOLL ZITZNER

FOUNDATION, INC. REVEREND A. WILLIAM JAMERSON MEMORIAL SCHOLARSHIP COMMITTEE THE JUNIOR LEAGUE OF CLEVELAND, INC. LAKE COUNTY HISTORICAL SOCIETY LAKEWOOD HISTORICAL SOCIETY

* DECEASED

LEADERSHIP CLEVELAND

Members o f the Legacy Society have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity. We are grateful to each of them. M R . A N D M R S . F R E D E R IC K H A R R IS G O F F W IT H M R S . H A R V E Y F IR E S T O N E (C E N T E R )

ANONYMOUS (9)

HARRY AND MARJORIE M. CARLSON

BEVERLY G. AND ALBERT M. HIGLEY JR.

MR.* AND MRS. WAYNE H. LEWIS JR.

STANLEY I. AND HOPE S. ADELSTEIN

MARY C. CARTER

MICHAEL J. AND SUZANNE I. HOFFMANN

MR. AND MRS. G. RUSSELL LINCOLN

ROBERT V. SPURNEY AND FLORENCE W. SPURNEY

DORIS ALBURN

KATHLEEN A. CERVENY

RONALD D. HOLMAN

KENNETH A. LINSTRUTH, M.D.

CATHY A. STAWARSKI

PETER AND JANE ANAGNOSTOS

KELLY CHAPMAN

P. CLARK HUNGERFORD

THOMAS E. AND PATRICIA A. LUSK

BILLIE HOWLAND STEFFEE

LOIS M. APPLEGATE

MICHAEL A. AND SUSAN K. CLEGG

KATHERINE AND JONATHAN INGERSOLL

SHELDON AND MARILYN MACLEOD

RALPH E. AND BARBARA N. STRING

MARVELOUS RAY BAKER

RUTH H. COHN

JERRY AND MARTHA JARRETT

ALINE G. MASEK

MR. AND MRS. JOSEPH H. THOMAS

FRED J. BALL AND ELIZABETH S. BALL

RICHARD H. AND CATHY L. CRABTREE

ELIZABETH W. AND WILLIAM M. JONES

MRS. J. DENNY MAY

DAVID AND ELLEN VAN ARSDALE

MAL AND LEA BANK

PITT A. AND SALLY CURTISS

VIRGINIA L. JONES*

TERENCE J. AND NANCY S. MCCANN

DR. CEDOMIL' AND MARY VUGRINCIC

D. ROBERT AND KATHLEEN L. BARBER

PHILIP DAWSON

WALTER C. KELLEY

STEVEN AND DOLLY MINTER

WILUAM WENDUNG AND LYNNE E. WOODMAN

HANNA H. AND JAMES T. BARTLETT

PATRICIA JANSEN DOYLE

NORMAN F. AND SANDRA L. KLOPP

WILLIAM A. AND MARGARET N. MITCHELL

THOMAS R. AND DOROTHY G. WIGGLESWORTH

RICHARD AND MARY BATYKO

RUTH A. DREGER

AUGUST AND OLGA KOENIG

ARTHUR P. MOEBIUS

HAZEL MARTIN WILLACY

JEAN A. BELL

KEVIN AND CAROLYN ELLISON

STEWART AND DONNA KOHL

DIANE MOFFETT

GEORGE E. AND ROLANDE G. WILUS

LINDA M. BETZER

DORIS ANITA EVANS, M.D.

VILMA L. KOHN, PH.D.

MARY B. MOON

GENEVIEVE AND A. CARTER WILMOT

LEONA BEVIS

LAUREN AND SCOTT FINE

MARTIN R. AND SANDRA KIELY KOLB

JOHN B. MOORE

MR. AND MRS. H. ROBERT WISMAR JR.

ROBERT E. BINGHAM

HELEN V. FITZHUGH

ELIZABETH D. KONDOROSSY

ANN MORGAN

PATRICK ZOHN

EDITH F. BLUM

VIRGINIA Q. FOLEY

JUNE R. KOSICH

ROBERT D. AND JANET E. NEARY

CAPRICE H. BRAGG

C. HENRY AND CARYN FOLTZ

MR. AND MRS. PHILIP L. KRUG

JAMES A. (DOLPH) AND FAY-TYLER NORTON

JEANNETTE W. BREWER

EDDIE FRYER

MARJORIE AND SAMUEL LAMPORT

MRS. R. HENRY NORWEB JR.

ARTHUR V. N. BROOKS

JOHN GABEL

MR. AND MRS. TOM H. LANG

JOHN F. O'BRIEN

LENORE V. BUFORD, PH.D.

PHILIP H.* AND JANE G. GEIER

WILLIAM F. LAURIE AND GEORGIA E. LAURIE

MR. AND MRS. STANLEY C. PACE

GEORGE W. AND HELEN BOGGIS BURDG

ROBERT M. AND BARBARA GINN

MR. AND MRS. CHARLES LEAMY

MARGARET PATCH

ROBERT AND VIRGINIA BURKHARDT

JULIANNE GOSS

FRANCES D. LESSER

BARBARA H. PATTERSON

MINNA S. BUXBAUM

WINIFRED H. GRAY

CHARLOTTE S. LEVY

FREDERICK W. PATTISON

MANNY AND CARMELLA CALTA

SALLY K. GRISWOLD

KATHERINE AND JAMES PENDER

TOM AND PEGGY CAMPBELL

DR. MICHAEL J. GRUSENMEYER

ARVID S. AND MARIANNE B. PETERSON

MARY LOUISE AND RICHARD HAHN

DAVID R. PIERCE AND PHILIP M. CUCCHIARA

ALICE HAMILTON

FLORENCE K. Z. POLLACK

AWILDA HAMILTON

LUCIA C. POMEROY

HOLSEY GATES HANDYSIDE

CAROLINE BREWER GOFF PRENTISS

RANDOLPH M. AND TERI A. HANSEN

WILLIAM HUGHES ROBERTS

MARY JANE D. HARTWELL

FRED E.* AND VIRGINIA P. ROEDGER*

MARCIA G. HARVEY

JAMES L. RYHAL JR.

DOROTHEA JEAN HASSLER

LYNN SARGI ROBERT SCHNEIDER NED AND DOROTHY SEIBERT CATHERINE SWING SELLORS DR. GERALD AND PHYLLIS SELTZER MR. AND MRS. JOHN SHERWIN JR.

MR.’ AND MRS. EDWARD W. SLOAN JR.

‘ DECEASED

M A R G A R E T N. M I T C H E L L C H A R I T A B L E GIFT A N N U I T Y FUND

Established by Margaret Mitchell to support the Cleveland ADELPHIA/CLEVELAND CITY C O U N C IL

Opera Fund.

NEIGHBORHOOD T E C H N O L O G Y TRUST FUND

Established by Adelphia for promoting the use o f various types

CATHERINE SWING SELLORS

of modern telecommunications and computer equipment and services.

CHARITABLE REMAINDER TRUST

Established by Catherine Swing Sellors for the charitable W A R R E N W. G E R B E R F U N D

JEAN A. B E L L C H A R I T A B L E R E M A I N D E R T R U S T

Established by Jean A. Bell for the needs o f the community.

Established by the estate of Warren Gerber to meet special needs in the area o f culture and museums.

HELEN V. F I T Z H U G H C H A R I T A B L E G I F T A N N U I T Y F U N D

H A S S L E R M E M O R I A L FUND

Established by Helen Fitzhugh to support the Youth Challenge

Established by the estate of Gertrude Hassler for charitable needs o f the community.

Endowment Fund.

needs of the community. S E P T E M B E R 11, 2 0 0 1

FUND

Established by various donors to support victims o f the September n, 2001 disaster in New York, Washington, D .C. and Pennsylvania. SPECIAL FUND #20

L U C I L L E F. J O N E S F U N D

Established by the estate o f Lucille F. Jones for charitable needs of the community. M A Y E R -H A B E R M E M O R I A L FUND

Established by the Constance H. Haber Trust to benefit institutions and organizations engaged primarily in the field of mental health. M A R T H A L. M A Y E R C H A R I T A B L E G I F T A N N U I T Y F U N D

Established to benefit the Nature Center at Shaker Lakes Endowment Fund.

Established to support Johns Hopkins Medical Center, The Salvation Army o f Greater Cleveland and The Cleveland Society for the Blind.

A N O N Y M O U S (3)

A.D.

FAMILY FUND

A L B E R T I. A N D N O R M A C. G E L L E R C H A R I T A B L E F U N D

Established by Albert I. and Norma C. Geller for the charitable needs o f the community.

Established by an anonymous donor for support of charitable organizations serving the Greater Cleveland community. THE ARKY FUND

G E O F R E Y J. A N D H E L E N B. G R E E N L E A F F U N D

THE A S H M U S FAMILY FUND

EMS E DU CAT IO N M E M O R IA L FUND

Established by Mrs. David Lehtinen and family to support the educational needs o f Clevelandâ&#x20AC;&#x2122;s Emergency Medical Services Professionals.

Established by Geofrey and Helen Greenleaf to support charitable purposes.

Established by Joe and Arline Nosse to make charitable grants.

DR. D A V I D E. L E H T I N E N

H E N R Y R. A N D B A R B A R A H I T C H C O C K H A T C H F U N D

K A TH E R IN E M IL L S FUND

Established by Victoria Mills in memory o f her daughter, Katie, to raise awareness about carbon monoxide poisoning

Established by Henry R. Hatch and Barbara Hitchcock

prevention.

Hatch to support charitable organizations serving the Established by the Ashmus family to support nonprofit organizations that enhance the quality of life in Northeast Ohio or San Diego County, California; or that educate children or young adults. R O B E R T J. B A T Y K O F U N D

Established by various donors in memory o f Robert J. Batyko with initial support to The Hospice of Medina County. C L E V E L A N D S O C I A L VE N TU R E PA R TN ERS FUND

A philanthropic venture fund established in 2001 to help not-for-profit organizations in Cuyahoga County strengthen

community. T HE HA W KE FAMILY FUND

Established by Anne and Thomas Hilbert to support charitable causes in the community.

Westlake High School students planning to attend the

B A R B A R A J. J O Y N E R F O U N D A T I O N

organizational capacity building.

Dunbar School.

organizations. J A M E S LEE D A U G H E R T Y M E N T A L HEALTH FUND

R I C H A R D E. A N D J U D I T H S. K A R B E R G F U N D

Established by Richard and Judith Karberg to make contributions in the areas of the arts, culture and health. M A R T I N R. K O L B A N D S A N D R A I. Kl ELY

Established by Harold Daugherty to support organizations

FAMILY FUND

that serve individuals and families impacted by mental illness or that conduct research on the causes of or cures for mental

Established by Martin Kolb and Sandra Kiely Kolb for the

illnesses.

CHRISTINA SUNGA RYOOK FOUNDATION

Established by various donors in memory o f Christina Sunga Ryook, who died on September n while working in the World Trade Center. The Fund will support scholarships for

A N N E T. A N D T H O M A S C. H I L B E R T F U N D

Established by various donors to honor the memory o f Barbara Joyner and to support the Paul Lawrence

Established by the Clutterbuck family to support charitable

Established by the Richard and Gail Rye family for the needs of the community.

Established by William and Constance Hawke to support charitable and educational needs within the community.

their internal operations and sustainability through

T HE C L U T T E R B U C K FAMILY F O U N D A T IO N

R. H. RYE F A M I L Y F U N D

needs o f the community.

University of Michigan and fund programs for children and for people with Alzheimerâ&#x20AC;&#x2122;s disease. T H E D A V I D P. A N D E L I Z A B E T H A. SH R I V E R F U N D

Established by their family in honor o f their retirement, to make grants for community projects and to provide scholarship awards. THE S U N B E A M

FUND

Established by John and Dorcus Burlingame for the needs of the community.

C A T H E R I N E G. A N D D A L E E. V E R E S F U N D

Established by Catherine and Dale Veres for the needs of the community. J OHN A N D M A R G I E W H E E L E R F A M I L Y F U N D THE ADHESION SOCIETY FUND

Established by John and Margie Wheeler for charitable organizations serving the community.

AMERICAN ORFF-SCHULWERK ASSOCIATION ENDOWMENT FUND

GLORIA ANDREWS MEMORIAL FUND FOR THE LAKE COUNTY HISTORICAL SOCIETY

AU D R E Y A N D R O B E R T W H I T E S C H O L A R S H I P F U N D THE BAPTIST MINISTERS CONFERENCE FUND

Established by Michael and JoAnn White, in memory of Robert White and the late Audrey White, to provide scholarship awards for graduating seniors from the Cleveland Municipal School District who plan to enroll at an accredited Ohio college or university and pursue a music major.

BETHANY BAPTIST CHURCH MEMORIAL SCHOLARSHIP FUND

DORIS BRENNAN ENDOWMENT FUND FOR THE LUTHERAN METROPOLITAN MINISTRY

THE CITY CLUB FORUM FOUNDATION FUND

DRESS FOR SUCCESS CLEVELAND FUND

B R A N D O N L EE W I L L I A M S F A M I L Y F U N D

EARLY CHILDHOOD ENRICHMENT CENTER ENDOWMENT FUND

Established by Janice Cross Williams and David Williams in

EAST SIDE CATHOLIC CENTER AND SHELTER ENDOWMENT FUND

memory of their oldest son, Brandon, for the needs o f the community.

FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION FUND

FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO FUND

THE N A T H A N W I S N E S K I F U N D FIRST UNITED METHODIST CHURCH ENDOWMENT FUND

Established by Jill Kathryn Schumacher in memory o f her

GREATER ABYSSINIA BAPTIST CHURCH FUND

son, Nathan, to support organizations serving individuals and families whose lives are impacted by mental illness.

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

LYRIC OPERA CLEVELAND FUND

OLIVET INSTITUTIONAL BAPTIST CHURCH ENDOWMENT FUND

PRESERVATION FUND FOR ST. PHILOMENA CATHOLIC CHURCH

RECOVERY RESOURCES FUND

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

T H E C I T Y OF C L E V E L A N D â&#x20AC;&#x2122; S C A B L E T E L E V I S I O N M I N O R I T Y A R T S A N D E D U C A T IO N FUND

GOODRICH SOCIAL SETTLEMENT

THE BI LL IE H O W L A N D ST EFFEE FAMILY FUND

Directors: S. Sterling McMillan III, Richard W. Pogue, Ann L.

Directors: Billie Howland Steffee, Susan W. Cargile, Susan L. Eagan (effective April 2002), Jon H. Outcalt, Sara K.

Directors: William Patmon (completed term March 2002), Roosevelt Coats, Rodney Jenkins (effective April 2002),

Marotta, Michael J. Hoffmann, Steven A. Minter

Dennis Knowles (completed term March 2002), Sabra Pierce

THE H IG L E Y FUND

Scott (effective April 2002), Yvonne Pointer-Triplett, Rev. Elmo A. Bean, David G. Hill, Hilary S. Taylor, Michael J. Hoffmann, Steven A. Minter

Directors: Albert M. Higley Jr., Beverly G. Higley, James M . Delaney, Steven A. Minter, Janet E. Neary

Robechek (completed term March 2002), Steven A . Minter THE T R E U -M A R T FUND

A supporting organization of both The Cleveland Foundation and The Jewish Community Federation o f Cleveland

THE M C D O N A L D FUND T H E A L T O N F. C A R R I E S. D A V I S F U N D

Directors: M ary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M .D ., Marjorie M. Carlson, Adrienne Lash Jones, Harvey G. Oppmann

Directors: Gary L . Bleiweiss, John J. Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter T H E M E D I C A L M U T U A L OF O H I O CHARITABLE FOUNDATION

Directors: James M. Delaney, Arthur Lavin, M .D. (effective April 2001), Robert N. Trombly, Thomas E. Wagner, Esq., Margo Roth (effective April 2001) THE S H E R W I C K FUND

Directors: John Sherwin Jr., Heather Sherwin, Stewart A. Kohl, David W. Whitehead, Jacqueline F. Woods

Directors: Arthur W. Treuhaft, M ary Louise Hahn, Hanna H. Bartlett, David G. Hill, Henry J. Goodman, Albert B. Ratner, Adele Z. Silver

THE WCLV FOUNDATION

Established by the shareholders o f Radio Seaway Incorporated as a means to preserve classical radio programming for Greater Cleveland. Directors: Robert D. Conrad, Susan L. Eagan, Richard G. Marschner, Jerrold F. Wareham, Kathryn Jensen, Steven A. Minter

Thanks to the generosity o f many donors, the

HAMPTON UNIVERSITY ALUMNI ASSOCIATION

Foundation provides scholarships from an array o f funds. Donors have the ability to

OF C L E V E L A N D S C H O L A R S H I P F U N D

designate award criteria, providing a diverse array of scholarships. Most are traditional scholarships for graduating seniors attending institutions o f higher education, while others enable individuals to

Established by the Hampton University Alumni Association o f Cleveland Scholarship Fund to award annual scholarships.

pursue professional and personal development opportunities. A listing of

R O B E R T D. J O H N S O N

Foundation-administered scholarships can be found on our Web site at

M EM O R IAL SC H O L A R S H IP FUND

www.clevelandfoundation.org. More information is available through the

Established by Communications Workers of America to

financial aid offices o f colleges and universities and via guidance counselors at

provide scholarships for members and children o f members of Communications Workers o f America.

eligible institutions. We also support agencies providing scholarships, most notably, the Cleveland Scholarship Programs, and national agencies like the United Negro College Fund.

R E V E R E N D A. W I L L I A M J A M E R S O N M E M O R I A L S C H O L A R S H I P FUND

Established by the Reverend A. William Jamerson Memorial Scholarship Committee to award scholarships.

As were many other organizations, The Cleveland Foundation was negatively

Despite the decline in assets, the Foundation’s spending policy, which is based

impacted by the financial markets in

on the average market value o f the funds over three years, allowed us to raise

2001. The market value o f our assets at

our grant authorizations by 3 percent, for a total o f $74,376,682*.

year-end was $1,499,767,419, compared to

$1,600,206,256 in 2000. The Foundation generated an overall negative revenue

This amount does not include $834,780 o f grant authorizationsfrom the Treu-M art Fund, which is not

included in The Cleveland Foundationsfin ancial statements.

stream from its investments in the amount o f ($58,157,855). This was partially

GROWTH

offset by new gifts of $32,699,669, with the result of total revenue for the year

2001

S U M M A R Y OF N E W A S S E T S

NEW NAMED FUNDS A D DI TI ONS TO NA ME D FUNDS NEW DONO R A DVI SED FUNDS A D D I T I O N S TO D O N O R A DV I SE D F UN DS NEW ORGANIZATION ENDOWMENT FUNDS A D D I T I O N S TO O R G AN I Z A T I O N E N D O W M E N T F UN DS

$ I 0, J 0I ,022 $ 2 ,3 4 8 , 0 5 9 $ 4 ,0 0 2 ,2 6 5

GRANT TO

AUTHORIZATIONS

GROWTH

ASSETS

[IN MIL LIO NS )

being ($25,458,186).

$1,800

$80

The Foundation’s total expense for the year was $79,447,195, which included

$1,600

S7° %

$6,013,989 in trustee and investment management fees and other expenses, $8,192,872 in administrative expenses and $65,240,334 in grant expenses. The resulting impact o f the expenses, in addition to the negative revenue, was a reduction o f net assets o f $104,905,381.

$1,400

$60

$ 1,200

$SO $ 1,000

$40 $800 $30 $600

$ 2 ,2 7 4 ,8 4 2 $ 111,7 5 2 $ 1,4 12 ,8 7 3 = TOTAL A S S E T S

NEW P RO JEC T A C C O UN TS

COMPARED

Q =GRANT

AUTHORIZATIONS

$ 6 6 4 ,0 3 7

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

$ 16 6 ,12 6

NEW S C H O L A R S H I P FUNDS

$ 3 3 0 ,4 5 7

A D D I T I O N S TO S C H O L A R S H I P F UNDS

$ 3 14 ,3 8 0

** 1999 grant authorizations were adjustedfor the one-time distribution o f $18,038,661 to the Findlay-Hancock County Community Foundation.

NEW S UP PO RT I NG OR GA N IZ A TI ON S A D D I T I O N S TO S UP P O R T I N G O R G A N IZ A T I O N S

TOTAL 2001

NEW A SS ETS

$ 10 ,6 0 0 ,0 0 0 $ 1 ,5 8 6 ,7 2 !)

$ 3 4 ,112 ,5 4 2

For a copy of the Foundationsfu ll audit report, contact the Communications and Marketing Department at 216.861.j810.

Other investment options include: TCF POOL

FIRMS & BANKS

As an additional investment option for donors, we launched The Cleveland

Alliance Capital

Foundation Pool. This Pool combines a number o f charitable funds into a single

3201 Enterprise Parkway, Suite 240

portfolio o f investments and provides donors with a pool o f investment managers with specialized skill sets. Asset allocation for the pool is shown in the chart below.

Cleveland, OH 44122

National City Bank 1900 East Ninth Street Cleveland, OH 44114

Bank One Ohio Trust 600 Superior Avenue Cleveland, OH 44114

Private Trust Company 1422 Euclid Avenue, Suite 1130 Cleveland, OH 44115

Fairport Asset Management L L C 3636 Euclid Avenue, Suite 3000 Cleveland, OH 44115

Union Heritage 211 W. Fort Street, Suite 615 Detroit, Michigan 48226

FirstMerit Bank, N A 123 West Prospect Avenue Cleveland, OH 44115

Weber, Fulton & Felman 30195 Chagrin Boulevard, Suite 350W Cleveland, OH 44124

The Glenmede Trust Company One Corporate Exchange 25825 Science Park Drive, Suite no Beachwood, OH 44122

INDIVIDUAL ADVISORS

Advest Securities Cleveland Financial Group Ferris Baker Watts

Gries Financial L L C 1801 East Ninth Street, Suite 1600 Cleveland, OH 44114 The Huntington Trust Company, N A 917 Euclid Avenue Cleveland, OH 44115

McDonald & Company Merrill Lynch INDEXED M U TU A L FUNDS

The Vanguard Group TCF POOL

The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903

Addison Clark, L L C Capital Guardian Trust Company Chilton Investment Company

Key Trust Company o f Ohio, NA 127 Public Square, 17th Floor Cleveland, OH 44114 TCF POOL ASSET ALLO C ATIO N

Lakepoint Investment Partners, L L C Och Z iff Capital Management Group Western Asset Management Company

Lakepoint Investment Partners, L L C Key Tower 127 Public Square, Suite 4130 Cleveland, OH 44114

TRUSTEE BANKS

INVESTMENT COMMITTEE

Bank One Ohio Trust Company, N A Clinton A. Sampson 600 Superior Avenue Cleveland, OH 44114

John Sherwin Jr., Chairperson

FirstMerit Bank, NA Bruce M . Kephart 123 West Prospect Avenue Cleveland, O H 44115

Robert M. Hamje

David R. Boles Robert L. Bovinette David Goldberg

Frank I. Harding III Benson P. Lee Alayne L. Reitman

The Huntington Trust Company, N A Daniel E. Klimas 917 Euclid Avenue Cleveland, OH 44115 Key Trust Company of Ohio, N A Robert B. “Yank” Heisler 127 Public Square, 17th Floor Cleveland, OH 44114 National City Bank William E. MacDonald III 1900 East Ninth Street Cleveland, OH 44114

INVESTMENT M A N A G E M E N T CO NSULTANT

B. Grady Durham

People give in many ways - including giving o f their time through volunteerism.

A D V I S O R Y C O M M I T T E E TO THE CH A IR

Here are some people who serve the community

Mr. Richard B. Ainsworth Ms. Hanna H. Bartlett

by providing their time, talent and expertise to The Cleveland Foundation.

AFRICAN-AM ER IC AN OUTREACH ADVISORY COMMITTEE

Rev. Elmo A. Bean

Mr. Scott A. Fine Mr. James B Griswold Mr. Frank I. Harding III Mr. Oliver C. Henkel Jr. Mr. Bruce Murphy Mr. James R. Pender

Mr. Arthur Beasley Mrs. Teresa Beasley

Mrs. Katherine Pender Mr. Paul Schlather Mr. John Sherwin Jr.

Dr. Lenore V. Buford Judge Lillian Burke

COMMUNICATIONS COMMITTEE

Mr. Donet Graves

EXTERNAL ADVISORS

Mrs. Vivian D. Hairston

Mr. James G. Lubetkin Ms. Karen R. Haefling

Mr. David G. Hill Mr. Ruben L. Holloway Dr. Adrienne L. Jones

PROMOTING PHILANTHROPY COMMITTEE

Mrs. Sarah L. Kisner Mr. Franklin F. Martin

EXTERNAL ADVISORS

Mr. Joseph W. Kampman

Mrs. Faye Prout

Mr. James P. Pender

Mr. Stephen L. Smith Mrs. Cynthia Tinsley

CAT HAR IN E M O N R O E LEWIS

J A M E S E. B E N N E T T III

DAVID G O L D B E R G

Chairperson, Appointed 1994 by the Trustees Committee

Appointed 191)4 by the Trustees Committee

Appointed 2001 by the Board o f Directors

Cathy Lewis is a past chair of the board o f Rainbow Babies and Childrens Hospital and a trustee o f Baldwin-Wallace College, University Hospitals Health System, University Mednet, Qualchoice Health Plan, the Center for International Child Health and the Institute for Research on Unlimited Love. 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 o f Leadership Cleveland and recipient of the YWCA’s 1992 Career Women o f Achievement Award and the 1998 Creative Philanthropy Award from the Women’s Community Foundation.

Following 30 years at McKinsey & Company, in 1998, Jim Bennett joined KeyCorp as senior executive vice president and in 2001 became president o f EmployOn, a technology-based recruiting services company. A t McKinsey, he served as managing director for Canada, managing director o f the Cleveland/Pittsburgh Office Complex and member o f the worldwide Shareholders Committee; at Key, he headed retail banking and operational services. He is a trustee o f Cleveland Today, the Greater Cleveland Media Development Corporation and the Cleveland Initiative for Education. He holds a bachelor’s degree from Cornell University and a Juris Doctor degree from Harvard University Law School.

J O H N S H E R W I N J R.

Vice Chairperson, appointed 1996 by the Trustees Committee

TERRI H A M IL TO N BR OW N

Jack Sherwin, president of Mid-Continent Ventures Inc., is director of the Shorebank-Cleveland Corporation. He serves on the board of Brush Wellman Inc. and is a trustee o f The Cleveland Clinic Foundation, 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.

Appointed 2001 by the Board o f Directors Terri Hamilton Brown is the executive director of the Cuyahoga Metropolitan Housing Authority. She holds a bachelor’s degree in economics from The University o f Chicago and a master’s degree in city planning from the Massachusetts Institute of Technology. Brown is a trustee of the Urban League of Greater Cleveland and Shorebank-Cleveland. She also serves on the boards of the Greater Cleveland Roundtable and University Hospitals of Cleveland. Brown is a graduate o f Leadership Cleveland. TANA CARNEY

Appointed 2001 by Presiding Judge, Probate Court o f Cuyahoga County Tana Carney is an active volunteer for several nonprofit organizations, including Planned Parenthood o f Greater Cleveland and West Side Ecumenical Ministry. She is also on the Alumni Board o f Trustees at Goucher College in Towson, Maryland. Throughout her career, she has worked at the Cuyahoga County Treasurer’s Office as public information specialist and has served as staff associate for the Administration of Justice Committee. She holds a Bachelor o f Arts from Goucher College and a Master of Arts from Case Western Reserve University.

David Goldberg is co-chairman of the board of Ohio Savings Bank. He holds a Bachelor of Science from The Ohio State University and a Juris Doctor from Case Western Reserve University. He is the chairman o f Village Capital Corporation, a board member o f Neighborhood Progress, Inc. and NorTech, a trustee of the Jewish Community Federation and a steering committee member of Cleveland Saves. RIC H A R R I S

Appointed 2002 by the Board o f Directors Ric Harris is the vice president and general manager o fW E W S Cleveland. Ric has spent over 15 years in the media industry, working in television and newspaper sales, as well as radio on-air talent. He has spent the last eight years in television management. Ric earned his bachelor’s degree from John Carroll University, where he is currendy working on a master’s degree. He serves on the boards o f the Greater Cleveland Growth Association, the American Red Cross, the Urban League and the United Way. B E N S O N P. L EE

Appointed 1)98 by the President of the Federation fo r Community Planning Benson Lee is president and chief executive officer ot 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. 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.

The board o f directors and distribution committee governs the Foundation, establishes policy, sets priorities and makesfin a l grant decisions. A ll members are volunteers serving a maximum o f 10 years. The board appointment process ensures a broad range o f views and knowledge, and our board makeup reflects that o f the larger community. The Bank Trustees Committee, comprising one representativefrom each o f the Foundationsfiv e trustee banks, appointsfiv e members.

Public officials appointfive members: one member each is appointed by the chiefjudge o f the United States District Courtfor the Northern District o f Ohio, Eastern Division; the senior orpresidingjudge o f the Probate Division, Court o f Common Pleas o f Cuyahoga County; the administrativejudge o f the Court o f Appeals o f the Eighth fudicial District o f Ohio; the mayor o f the City o f Cleveland; and the board o f directors o f the Federationfo r Community Planning. The remainingfiv e directors are appointed by the majority vote o f the board o f directors.

AL EX M A C H A S K E E

MARIA JOSE PUJANA, M.D.

J A C Q U E L I N E F. W O O D S

Appointed 1996 by the C hiefJustice, Court o fAppeals, Eighth fudicial District o f Ohio

Appointed 2002 by the Board o f Directors

Appointed 1998 by the Trustees Committee

Maria Pujana, M .D., a clinical neurologist and neurophysiologist, is an adjunct instructor at Case Western Reserve University’s Center for International Health in the School of Medicine, where she has been since 1994. She has also served as the chief resident of the neurophys iology department at Veteran Hospitals in Madrid, Spain and earned her medical degree from the Universidad Complutense in Madrid. She serves as the chair o f art and culture for El Barrio and as a member of the advisory board for the Cleveland Institute of Art. She also is a member of the community advisory board of the Rock and Roll Hall of Fame and Museum and Journey of Hope, a cancer support group. Previously, she served as vice president of council for the Cleveland Ballet. In addition, she owns a health and beauty spa and is president and designer o f Marise Jewelry Designs, for which she has been featured in The Plain Dealer, Hello Magazine, Sun Newspapers, Latina Style and Vogue.

Jackie Woods is the retired president o f SBC Ameritech Ohio. She serves on the boards o f The Timken Company and Anderson, Inc., the Greater Cleveland Chapter o f the American Red Cross, the Great Lakes Science Center, Playhouse Square Foundation and the Rock and Roll Hall of Fame and Museum. She is also a trustee o f The Musical Arts Association, The Ohio State University Foundation, the Visiting Committee o f the Weatherhead School o f Management and Muskingum College. She is a graduate o f Muskingum College.

Alex Machaskee is publisher, president and chief executive officer o f The Plain Dealer. He is chairman of the board o f United Way Services for 2002-2003. He served as the past chairman o f the 2000-2001 United Way Campaign as well as past chairman of the Greater Cleveland Roundtable and serves as vice president o f The Musical Arts Association. He is on the boards o f The Ohio Arts Council, University Circle Inc., Cleveland Tomorrow, The Great Lakes Science Center, The Greater Cleveland Growth Association, WVIZ/PBS and 90.3 ideastreamSM, St. Vladimir’s Orthodox Theological Seminary and the national board of the International Orthodox Christian Charities. THE R E V E R E N D DR. O T I S M O S S J R .

Appointed 1998 by the C hiefJudge, U.S. District Court, Northern District o f Ohio The Rev. Otis Moss Jr. has been pastor o f Olivet Institutional Baptist Church since 1975. Named by Ebony magazine as one o f America’s greatest black preachers, he has been involved in the civil rights movement for more than 35 years. A founding board member o f the Greater Cleveland Roundtable, he currently chairs the board of trustees o f Morehouse College. He holds a Bachelor of Arts degree from Morehouse College and a Master of Divinity degree from Morehouse School o f Religion o f the Interdenominational Theological Center. He also holds a Doctor of Ministry degree from United Theological Seminary in Dayton, Ohio.

ALAYNE REITMAN

Appointed 2001 by the Board o f Directors Alayne Reitman holds a Bachelor of Arts from Emory University and an M.B.A. from the University of Pennsylvania’s Wharton School. Reitman serves as a trustee of the American Red Cross, a trustee and assistant treasurer o f Hawken School, a trustee of the Immerman Foundation and as a trustee and vice president o f the executive committee of the Jewish Education Center o f Cleveland. J ER R Y SUE T H O R N T O N , PH.D.

Appointed 1995 by the Mayor, City o f Cleveland Dr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. She co-chairs the Empowerment Zone Citizens’ Advisory Committee, serves as vice chairperson o f the St. Vincent Quadrangle, Inc., and is a trustee of 15 other community organizations including United Way Services, the Rock and Roll Hall o f Fame and Museum and the Greater Cleveland Roundtable. She serves on the boards o f Applied Industrial Technologies, National City Corporation, RPM Inc., American Greetings and Office Max, and is a non-voting member of the board o f the Cleveland Municipal School District.

S T E V E N A. M I N T E R

President, joined the staff in 1975 Steve Minter has served since 1984 as the Foundations seventh president. He formerly was Massachusetts Commissioner o f Public Welfare and the first Undersecretary of the United States Department of Education. Lie currendy is a trustee o f The Cleveland Initiative for Education, the Greater Cleveland Roundtable, Community Foundations o f America 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 o f Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

HUM AN RESOURCES A ND A D M IN IS T R A T IO N

Lynn M. Sargi* Suzanne L. Bloomfield

(As o fA pril i, 2002}

Facilities Management Administrator

Barbara J. Compton

Records Management Administrator

Darlene A. Eden Patricia A. Berke-Takacs Denise R. Campbell

Steven A. Minter* Leslie A. Dunford*

Tiffanie C. Colston

Lois J. Kowalski

President Chief of Staff and Corporate Secretary Executive Assistant

Lisanetta M . McDade

Robert E. Eckardt* Goldie K. Alvis Kathleen A. Cerveny Beth Darmstadter Stacey M . Easterling Pamela L. George Michael J. Hoffmann Marci Bernstein Lu William S. McKersie

Richard J. Batyko*

Alicia M . Ciliberto Shawn R. Jackson Sarah L. King Arline Z. Nosse Rose C. Pavlik

Marcia L. Bryant

Vice President for Communications and Marketing Communications and Marketing Associate Communications and Marketing Administrator

GIFT P L A N N I N G A N D D O NO R R E L A T I O N S

Caprice H. Bragg

Gift Planning Officer

Julianne Goss

Gift Planning Officer

Michael P. Grzesiak

Gift Planning Officer

Cynthia M . Klug

Gift Planning Officer

Marvelous R. Baker

Scholarship Associate

Lavetta E. Jones

Gift Planning Administrator Gift Planning and Donor Relations Operations .

Program Officer

Joan R. Cerne

Records Technician Administrative Assistant

Diane C. Kaszei

Program Associate, Arts and Culture and Education

Donna M . Bell

Receptionist

Senior Program Officer, Education

Ann K. Mullin

Charlotte J. Morosko

Records Technician

Program Officer, Social Services and Philanthropic Sector

Stephen Rowan Jay Talbot

Conference Coordinator Office Services Administrator

C O M M U N IC A T IO N S AND M ARKETING

Julie E. Hrabak

PROGRAM

Human Resources Administrator

Janet M. Carpenter

Linda M. Estacion

EXECUTIVE OFFICE

Vice President for Human Resources and Administration

Senior Program Officer, Civic Affairs and Manager of Special Projects

Kristina N. Fretter

Gift Planning and Donor Relations Assistant

Linda F. Gersten

Gift Planning and Donor Relations Assistant

Carolyn A. Hellyar

Gift Planning and Donor Relations Assistant

Program Administrator Program Assistant, Social Services Program Assistant, Arts and Culture Program Assistant, Arts and Culture and Philanthropic Services Program Assistant, Education Program Assistant, Economic Development, Environment and Philanthropic Sector Program Assistant, Civic Affairs Program Assistant, Fenn Educational Fund

INANCE AND INFORMATION SYSTEMS

J.T. Mullen* Kathy S. Parker Jean A. Lang William Von Alt M aryJ. Clink

Chief Financial Officer/Senior Vice President Controller Senior Manager Director of Financial Services Senior Accountant

Mae A. Karim

Accountant

Dorothy M. Highsmith

Accountant

Martha J. Rutkie

Administrative Assistant

James T. Bickel

Director of Technology

Denise G. Ulloa

Administrative Assistant/Program Assistant, Health

Janice Cutright

Manager of Information Services

Mary C. Zins

Program Assistant, Philanthropic Services

David L. Mueckenheim

Systems Engineer

Christine M. Lawson

Finance Assistant

Senior Fellow for Economic Development: General Counsel:

Bradley W. Whitehead Malvin E. Bank, Thompson Hine L L P *

Officers/Management Committee

I N D E X OF I L L U S T R A T I O N S

T H R O U G H O U T OU R C O M M U N I T Y TH E F O U N D A T I O N ' S IM P A C T CAN BE S E E N A N D FELT F R O M TH E A R T S TO T H E E N V I R O N M E N T , F RO M S O C I A L S E R V I C E S TO E D U C A T I O N AND IN M A N Y M O R E WAYS.

S T A T E M E N T ON D I V E R S I T Y

F O U N D A T IO N S U P P O R T H E L P E D T H E C L E V E L A N D M U S E U M OF N A T U R A L H I S T O R Y P U R C H A S E A N D I N S T A L L S T AT E- O F - T HE - AR T

The Cleveland Foundation exists to enhance the quality o f

E Q U I P M E N T FOR T H E N EW N AT HAN AND FA N N Y E S H A F R A N P L A N E T A R IU M .

life for all citizens o f Greater Cleveland. Our ability to achieve this mission and to foster a commitment to excellence can best be pursued if our workforce, grantees,

THE SHAKER SQ U ARE AREA D E V E L O P M E N T CO R P O R A T IO N

donors, partners and governing body include individuals o f

IS U S I N G F O U N D A T IO N S U P P O R T TO R E D E V E L O P T H E M O R E L A N D

diverse backgrounds, beliefs and perspectives.

G REENS APARTMENT COMPLEX.

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,

F O U N D A T IO N S U P P O R T H E L P E D C R E A T E A H E A L T H Y E C O N O M I C E N V I R O N M E N T T H R O U G H G R O W I N G AND S U S T A I N I N G B U S I N E S S E S .

the Foundation is committed to fostering a supportive work environment which respects and appreciates diversity in its many forms and provides all staff members with an opportunity to maximize the use o f their work-related

THE C L E V E L A N D M U N I C I P A L S C H O O L D I S T R I C T W A S S U P P O R T E D IN V A R I O U S P R O J E C T S BY T H E F O U N D A T IO N .

skills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity o f the Greater Cleveland community. We look for grantees and business partners that include individuals o f varied backgrounds,

T H E S H A K E R L A K E S NA TU RE C E N T E R R E C E IV E D F O U N D A T IO N S U PP O RT , E N A B L I N G IT TO EX PA N D E N V I R O N M E N T A L E D U C A T I O N E F FO R TS .

beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the benefits of diversity. Finally, in order to achieve the highest standards in all our activities, it is important that the Foundation benefit from

F O U N D A T IO N FUN D S S U P P O R T E D T H E E X P A N S I O N OF T H E C L E V E L A N D C E N T E R FOR S T R U C T U R A L B I O L O G Y (CCSB), S T R E N G T H E N I N G C L E V E L A N D ' S R E S E A R C H I N F R A S T R U C T U R E A N D D E V E L O P I N G ITS B I O T E C H N O L O G Y I N D U ST RY .

the perspectives o f many different segments o f the community. Toward this end, we seek to collaborate with

F O U N D A T IO N S U P P O R T H E L P E D F A C IL IT A T E A M E R G E R B E T W E E N

donors o f varying means and interests. In addition, we

A P P L E W O O D C E N T E R S . INC. A N D C H I L D R E N ' S AID S O CI E TY .

encourage those individuals and organizations who

D E V E L O P I N G A B R O A D E R R A N G E OF S O C I A L S E R V I C E S FOR C L I E N T S .

appoint members to our board o f directors to seek com足 munity leaders who will bring varying points o f view to board deliberations.

$4 M I L L I O N IN F O U N D A T IO N S U P P O R T H E L P E D C R E A T E A N EW S U C C E S S F U L A G I N G I N I T IA T I V E F O C U S E D ON H E L P I N G S E N I O R S R E M A I N A C T I V E IN TH E C O M M U N I T Y .

F O U N D A T IO N S U P P O R T H E L P E D D O U B L E T H E S I Z E OF T H E LA K E M E T R O P A R K S W I L D L I F E C E N T E R A N D AD D E D N E W C L A S S R O O M SPACE .

HUMAN R E SO U RC ES AND AD M IN IS TR A T IO N

Lynn M. Sargi* Suzanne L. Bloomfield

(As o f A pril i, 2002}

Facilities Management Administrator

Barbara J. Compton

Records Management Administrator

Darlene A. Eden Patricia A. Berke-Takacs Denise R. Campbell

Steven A. Minter*

Tiffanie C. Colston

Leslie A. Dunford* Lois J. Kowalski

President Chief of Staff and Corporate Secretary Executive Assistant

Lisanetta M. McDade

Robert E. Eckardt* Goldie K. Alvis Kathleen A. Cerveny Beth Darmstadter Stacey M . Easterling Pamela L. George Michael J. Hoffmann Marci Bernstein Lu William S. McKersie Ann K. Mullin Stephen Rowan Jay Talbot Charlotte J. Morosko Donna M. Bell Joan R. Cerne Alicia M . Ciliberto Shawn R. Jackson Sarah L. King Arline Z. Nosse Rose C. Pavlik

Vice President for Programs and Evaluation Senior Program Officer, Social Services Senior Program Officer, Arts and Culture Program Officer, Philanthropic Services Program Officer, Health Program Officer, Civic Affairs and Environment Senior Program Officer, Philanthropic Services Program Officer, Social Services and Philanthropic Sector Senior Program Officer, Education Program Associate, Arts and Culture and Education Program Officer Senior Program Officer, Civic Affairs and Manager of Special Projects

Conference Coordinator Office Services Administrator Records Technician Receptionist Records Technician Administrative Assistant

C O M M U N I C A T IO N S AND M AR KE T IN G

Richard J. Batyko* Julie E. Hrabak

PROGRAM

Human Resources Administrator

Janet M. Carpenter

Linda M . Estacion

E X E C U T I V E O FF I C E

Vice President for Human Resources and Administration

Marcia L. Bryant

Vice President for Communications and Marketing Communications and Marketing Associate Communications and Marketing Administrator

GI FT P L A N N I N G A N D D O N O R R E L A T I O N S

Caprice H. Bragg

Gift Planning Officer

Julianne Goss

Gift Planning Officer

Michael P. Grzesiak

Gift Planning Officer

Cynthia M. Klug

Gift Planning Officer

Marvelous R. Baker

Scholarship Associate

Lavetta E. Jones

Gift Planning Administrator

Diane C. Kaszei

Gift Planning and Donor Relations Operations

Kristina N. Fretter

Gift Planning and Donor Relations Assistant

Linda F. Gersten

Gift Planning and Donor Relations Assistant

Carolyn A. Hellyar

Gift Planning and Donor Relations Assistant

I N A N CE AND I N F O R M A T I O N S Y S T E M S

J.T. Mullen* Kathy S. Parker Jean A. Lang William Von Alt M aryJ. Clink

Chief Financial Officer/Senior Vice President Controller Senior Manager Director of Financial Services Senior Accountant

Mae A. Karim

Accountant

Dorothy M. Highsmith

Accountant

Martha J. Rutkie

Administrative Assistant

James T. Bickel

Director o f Technology

Denise G. Ulloa

Administrative Assistant/Program Assistant, Health

Janice Cutright

Manager of Information Services

Mary C. Zins

Program Assistant, Philanthropic Services

David L. Mueckenheim

Systems Engineer

Christine M. Lawson

Finance Assistant

Senior Fellow for Economic Development: General Counsel:

Bradley W. Whitehead Malvin E. Bank, Thompson Hine L L P *

Officers/Management Committee

S T A T E M E N T ON D I V E R S I T Y

The Cleveland Foundation exists to enhance the quality o f life for all citizens o f 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 o f 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,

Julie Hrabak Editor Marcia L. Bryant Assistant Editor Jean A. Lang Editorial Assistant

the Foundation is committed to fostering a supportive work environment which respects and appreciates diversity in its many forms and provides all staff members with an

Kathy S. Parker Editorial Assistant Marcus Thomas Graphic Design

opportunity to maximize the use o f their work-related skills and talents. The Foundation seeks to work with external organizations

Mike Wilkes Photography, Inc.

that reflect, as a group, the diversity o f the Greater

Nick Cool, The Image Works

Cleveland community. We look for grantees and business

Artists Studios, Inc.

partners that include individuals o f varied backgrounds, beliefs and perspectives. We encourage all organizations

Michael Schwab

Photography Board Photography Illustrations, except on page 29 Illustration, page 29

with which we work to recognize and embrace the benefits o f diversity.

For a copy o f our 2001 grants list

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

or permanent funds list, please visit

activities, it is important that the Foundation benefit from

our Web site at www.clevelandfoundation.org

the perspectives o f many different segments o f the

or call the Communications and Marketing

community. Toward this end, we seek to collaborate with

Department at 216.861.3810.

donors o f varying means and interests. In addition, we encourage those individuals and organizations who appoint members to our board o f directors to seek com足 munity leaders who will bring varying points o f view to board deliberations.

1422 E U C L ID AVE NU E , S U I T E 1300

C L E V E L A N D , O H IO

4411 5-2001

www.clevelandfoundation.org the C L E V E L A N D F O U N D A T I O N