Cleveland Foundation – 2003 Annual Report

letter from

grantmaking

grantm aking

the

board c h a ir m a n

and

p re s id e n t & CEO

overview

highlights

donor highlights

financial

highlights

board of d i r e c t o r s

Innovation. Creativity. Energy.

There's an underlying buzz in the air in Greater Cleveland\ and it's gaining momentum. From a rebirth of neighborhoods to the largest and most comprehensive economic revitalization program,there's a growing, dynamic vitality injust about every corner of our community.

This year's annual reportfocuses on that vitality and thoseprograms - large and small - that are fueling Greater Cleveland's success stories.

As such,the design of this year's report is highly energetic and visually arresting.

This annual showcases the work of six area photographers who have captured their impressions of some of the programs and services The Cleveland Foundation worked with during the past year.

2003 h i g h l i g h t s Provided a fond farewell to retiring President Steven A. Minter.

Welcomed Ronald B. Richard as our new president & CEO. Received more than $40 million in new gifts.

Authorized more than $80 million in grants. 'in c re a s e d the Foundation’s spending policy to 5.25 percent for 2004, allowing us to continue to provide a significant flow of grant dollars during the economic downturn.

Received the largest bequest in our 90-year history from the estate of Frank and Nancy

I

Porter. Estimated between $60 million and $70 million, the gift will take a few years +

to be fully realized.

Distributed first grants under our new

I

Successful Aging Initiative.

Launched the Civic Innovation Lab to support civic entrepreneurs with economic development ideas.

Initiated the Funders Forum, a collaboration of Northeast Ohio foundations working together to address economic development issues.

Made a commitment in principle of $10.3 million over three years to The Fund for Our Economic Future, an outgrowth of the Funders Forum that is working to boost economic development in Northeast Ohio.

Made a $1.5 million program-related investment in the MWV (M in o ritie s W ith V isio n ) P in n a c le C ap ital Fu nd , a limited partnership investing in Northeast Ohio businesses that are owned, controlled or led by minorities.

The Cleveland Foundation and the Greater Cleveland community owe a great deal of gratitude to Steven Minter for his passionate and visionary" leadership of this institution for more than 20 years. His legacy is one that is unsurpassed in the field of philanthropy. Thankfully, Steven

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remains in Cleveland, enabling us to continue to benefit from his friendship, wise counsel and enthusiastic support.

Transitions at the top of any organization can be challenging and require a great deal of time, effort and careful

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planning. What was remarkable about 2003 was that despite the fact that The Cleveland Foundation was saying farewell and thank you to Steven Minter and welcoming Ronald

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Richard as its new president, it was business ^a.s usual for the community’s foundation.

We say this w itlvthe utmost respect for our board, our staff and this community, for, as you will see in this report, once again the Foundation raised the bar in almost every area of its work.

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Despite challenging economic1 times, many new donors joined the long list of persons who have chosen us to be the vehicle for their philanthropy: More than $40 million in new gifts came into the Foundation last year - a testament to the continued generosity of the community.

Each and every donation represents a dream or hope for someone or some organization, and our staff continues to work hard to leverage these gifts.

Thanks to the generous unrestricted bequest left to us by Frank and Nancy Porter, The Cleveland Foundation will be able to continue to be even more responsive to the many needs of this community. That gift, estimated to be between $60 million and $70 million when fully realized,

A LETTER FROM PRESIDENT & CEO RONALD B. RICHARD AND BOARD CHAIRMAN JOHN SHERWIN JR.

is the largest bequest in the Foundation's 90-year history. We are awed by the Porters’ trust in us and grateful to their children who have been so supportive in honoring their parents’ wishes. We look forward to working with them to perpetuate their parents’ legacy of giving back to the community.

2003 also marked the last full year of service for board members Cathy Lewis and Jim Bennett, both of whom have spmmitted 10 years to this Organization. We extend our deepest appreciation to Jim and Cathy for ■their dedication and 1 commitment to advancI 9

ing the mission of the Foundation.

I

hensive philanthropic collaboration of its kind in the United States - The Fund for Our Economic Future, a $25 million collaboration to boost economic development in Northeast Ohio. The Foundation took the lead in bringing together funders of all types and sizes to explore approaches to addressing regional economic issues, to help identify priorities for Northeast Ohio, and to finance promising new initiatives.

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This past year, we launched the Civic Innovation Lab, a grant and med ^created to encourage and support area entrepreneurs in order to im’p’r^Ve the economic climate in Cleveland. The Lab has been enthusiastically received by many of Cleveland’s emerging leaders as just theType of venture that is needed to help keep local.talent here. . * The Foundation assisted the city by hosting M ayor Jane Cam pbell’s m onthly economic development task force meetings. We strongly believe that economic development will succeed only if the public, academic and private sectors work together, and in that regard, we were pleased to play the role of civic convener.

We invite you to read through this annual report and learn more about these and many other efforts of your community foundation.

And, we encouragc you to join us as | work to make Greater Cleveland a better place to live, work and play.

During the past year, w e ’ve taken sig nificant steps toward improving G reater C leveland through num erous long-term com m itm ents, including The Fund for Our Eco nom ic Future, the Su ccessful Aging In itia tiv e and Neighborhoods and Housing projects. Although our focus rem ains on G reater C leveland , we are excited to note th at som e of our effo rts have

VGrantmaking Overview)

g arn ered natio nal a tte n tio n , co n firm in g th at our local a c tiv itie s can se rv e as m o d els fo r o th er c itie s to adopt.

To address some of the fundamental economic development issues in Northeast Ohio, The Cleveland Foundation joined with more than 40 other foundations to launch The Fund for Our Economic Future. As the largest and most comprehensive

S u ccessfu l

regional collaboration of its kind in the United States, the Fund, expected to reach $30 million, will address Northeast

E c o n o m ic D e v e lo p m e n t

Ohio’s economic revitalization more significantly than any other organized philanthropic grantmaking initiative to date.

The creation of the Fund caught the attention of The New York Times, which published an article about its creation and plans of regional foundations working together through it to promote economic development in Northeast Ohio.

While much of American culture continues to focus on youth, baby boomers moving into the ''seniors" dem ographic are already starting to redefine retirement and aging.

In Cuyahoga County, the Foundation’s Successful Aging Initiative is at the forefront of this movement, supporting and promoting the positive aspects of aging and creating an infrastructure to serve this population as it ages, such as providing lifelong learning and elder engagement opportunities and creating awareness of the positive effect older adults have on our community.

In a W a sh in g to n Post a rtic le , Abigail T ra ffo rd , au th o r of M y Tim e: Making the Most of the Rest of Your Life. recognized our community-based effort to address "the gap between society’s approach toward older Americans and the reality of good health and productivity for many men and women in the

b o n u s d ecad es?

N e ig h b o rh o o d s n d Housing; we all know, healthy neighborhoods are an indispensable economic asset; neither r

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businesses nor residents are drawn to com­ munities that are in disarray. However, this work requires a long-term commitment and a willingness to marshal significant financial and civic resources.

That’s why 15 years ago, we joined with The George Gund Foundation to create Neighborhood Progress, Inc. (N PI), a local

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venture that

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public

and

J jC le v e la n d ’s

mobilizes and targets private

resources

neighborhoods.

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We’re proud that these efforts are already beginning k to have a local impact, and we’re excited that they are receiving national recognition. We’re even more hopeful that what we’re doing here can be used in other cities, regions and states.

year, NPI was acknowledged for its work, which has produced marked improvement

across

the

city,

..■^demonstrating how sustained invest­ ment can help restore markets and pay real dividends for residents, their ^'•neighborhoods and the city as a whole.

In his report to the Foundation, national community development expert Tony Proscio applauded NPI &>d the city’s community development corporations for the progress they have made in revitalizing many of our neighborhoods: In his prepared essay, From Improvement (o Recovery: The Next Frontier for

C levela n d

N eighborhoods

and

for

Neighborhood Progress. In c.. Proscio noted,

"Nowhere else in the United States is there a more extensive, carefully arranged, centrally coordinated, and widely supported system of neighborhood investm ent than in Cleveland."

I invite you to read the follow ing pages of th is report and learn about our other efforts th at are com bining traditional philanthropic p rinciples w ith a changing city ’s needs to continue to m ake a d ifferen ce in our co m m u nity.

Robert E. Eckardt, Dr. P.H. Vice President for Programs and Evaluation

BOARD-DIRECTED INITIATIVES

The Foundation d board of directors Identified a [united number of iddued to receive a significant amount of board involvement and dtaff time ad well ad major, Long-term financial commitmentd. Currently, the Foundation had dux board-directed initiatived: Succeddful Aging, Neighborhoodd and Houding, Economic Trandformation, Public School Improvement, Early Childhood and Strengthening Mid-Sized Artd Organizationd.

S u c c e s sfu l Aging In itia tiv e

a $100,000 grant, and the Orange City School District received a

In 2003, the Foundation made its first grants in support of this $66,057 grant for implementation. three-year, $4 million program. Cuyahoga Community College, Also in support of the In itia tive , the Foundation awarded a Fairhill Center for Aging, Goodrich-Gannett Neighborhood Center $250,000 grant to the Retired Senior Volunteer Program of and The Murtis H. Taylor M ulti-Service Center each received a Cleveland (RSVP) for expansion of its Experience Corps program. $200,000 grant to establish a Lifelong Learning and Development The program, which began in 1997, utilizes senior volunteers to provide Center. The centers, most of which began operations in early 2004, tutoring to grade K-3 students in six Cleveland schools, reaching for older adults to spend time, connect with others in 450 children with the assistance of 60 volunteers. RSVP will use the the community, participate in learning opportunities and give back grant to expand the program’s reach from six to 16 schools, 60 to through employment or volunteer activities.

260 volunteers and 450 to 1,950 students. Experience Corps not The City of Euclid, the City of Garfield Heights, the City of Westlake, only helps improve children’s reading levels, but also provides older The OASIS Institute and the Orange City School District received individuals with meaningful volunteer opportunities, which have $25,000 grants for planning activities relative to establishing centers. been shown to improve physical and mental health.

After completing the planning phase, The OASIS Institute received < < < East

81st

Street

Club

- Hough

neighborhood

N eighborhoods and Housing In 2003, the Foundation commissioned a report on our Neighborhoods and Housing Initiative, with a specific focus on the role Neighborhood Progress, Inc. (N PI) has played in redevelopment efforts. That report suggested that after |15 years of investment, we are at a point where we can move from neighborhood limprovementto genuine neighborhood recovery. By employing a deep penetration strategy focused on a few of Clevelandâ&#x20AC;&#x2122;s neighborhoods and high-performing community development corporations, our neighborhoods can be rebuilt into regionally competitive communities of choice that will then spur turnaround (efforts in other parts of the city.

Also in Neighborhoods and Housing, the Foundation made the first grants from its Neighborhood Connections program, which provides grants from $500 to $5,000 to assist organizations in improving the quality of life at the neighborhood level.

Through this grass-roots program. the East 81st Street Club received a $5,000 grant for an arts and H i'

Another $5,0 0 0 grant supported C le v e lan d P u b lic A rtâ&#x20AC;&#x2122;s City Xpressionz, a weekend aerosol festival that teaches about the

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gardening project. The project supported

local child ren

in

neighborhood improvement efforts, including planting and nurturing flow ers, fru its and vegetables.

culture and credibility of graffiti writing as an art form and communication tool for

urban

youth,

w hile

the

E a st

8 7th /86th S treet Club received a $2,150

grant to assist Hough residents, mainly seniors, in maintaining their properties.

economic tra n s fo r m a tio n

O ur econom ic tran sfo rm atio n initiative saw m uch activity in 2003, m ainly w ith th e lau n ch of th e Civic Innovation Lab and th e creation of The F un d for O ur Econom ic F uture.

The Lab provides support, including m entorship, netw orks, visibility and funding, to individuals w ith ideas for fostering econom ic developm ent in G reater Cleveland. E arly in 2004, th e Lab selected C ool C le v e la n d , the C le v e la n d R o w in g F o u n d a tio n , M ic r o s y s t e m s A c ad e m y and N E O B io as its first projects to m entor, sup po rt and fund.

The F un d for O ur Econom ic F u tu re is a collaboration of m ore th a n 40 foundations w orking to improve N ortheast Ohio’s economy by pooling th eir resources. E xpected to reach n early $30 m illion, th e F u n d w ill sup p o rt o rganizations w ith th e p oten tial to stre n g th e n o u r re g io n . T he C leveland Foundation, w hich helped lead th e F u n d ’s establishm ent, provided an initial $3.5 m illion g ra n t tow ard an overall com m itm ent of $10.3 m illion over th ree years.

board The focus of o ur public school im provem ent initiative is to foster stro n g , distinctive K-12 schools, w ith a p rim ary focus on the C leveland M u nicip al School D is tric t (CMSD).

A $400,000 g ra n t to CMSD supported continued w ork in im plem enting academ ic standards. M ost of th is w ork focused on the areas of professional developm ent, teacher capacity and collaboration, in stru ction al technology and cu rricu lu m in te g ratio n and assessm ents and leadership developm ent. A $150,000 g ra n t to CMSD sup po rted the w ^yD istrict’s teacher recruitm en t and retention efforts, w hich aim to position CMSD as a district of choice for h igh-quality teachers.

Also in support of CMSD, the Foundation m ade a $210,000 g ra n t to th e C om m unity R enew al Society for U rban School N ew s for CATALYST: F or C lev elan d S c h o o ls, an independent publication th at docum ents, analyzes and supports im provem ent efforts in Cleveland’s public schools.

public school improvement

Cleveli past fi suppo]

Th e

Cleveland Foundation’s $500,000 grant in

support of T h e C le v e la n d O r c h e s t r a ’s 2003-2004

season allowed the O rch estra to reach out to the larger community

by hosting free concerts: one held each year on Public Square in

celebration of the Fourth of July; another in honor of Martin Luther

King Jr. Day; and a third, “ A Day of Music,” as part of its season

opening. Combined, the concerts attract more than 90,000 people

Considered one of the w orld ’s top three orchestras, The Cleveland

O rch estra also developed teaching and performing alliances with the

Oberlin C o n servatory and the Cleveland Institute of Music as well as

an exchange residency with the San Francisco Symphony. The grant

also allowed the O rchestra to conduct six concerts for students as

part of its field trip series and present three Youth O rchestra concerts.

T he C o m m u n ity P artn e rsh ip fo r A r t s & C u ltu re received a $300,000 grant toward its operations, currently focused on securing a source of public funding for the arts sector. The Partnership also utilized the Foundation’s grant to continue implementation of the city’s cultural plan, including completing the

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merger of its W eb site with the Convention and Visitors Bureau’s site and linking to www.cleveland.com to provide a one-stop source for events and attractions for both residents and visitors, strengthening the role arts and culture play in attracting tourists to the region.

Photo: Roger Mastroianni

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A $66,750 grant to T h e Cleveland M useum of N atural H istory supported the Senenkunya: Many Voices, One Family exhibit of W est African sculptures, carvings, textiles, masks and Tutsi speaj^.The five-month exhibit will allow the Museum, ^ j j p r i t s visitors, to examine the diversity o f J ^ ^ jjjp T African cultures. Throughout the exhibition, the Museum w ill

host scholars from

the

National

Museum o fm lM fl^ fric a , and will use the exhibit to develop educational programming for social studies students.

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images

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The International Childrenâ&#x20AC;&#x2122;s Games is a five-day program in which children ages 12 to 15 compete in track and field, swimming, basketball, tennis, soccer, volleyball, gymnastics, water polo and taf>ldi tennis events. More than just a competition, the purpose of the Games is for participants to

\

experience a unique cultural exchange through youth sports. After 34 years of operations, the Games will make its U.S. debut in Cleveland in 2004, thanks to the efforts of the Greater Cleveland Sports Commission, which works to attract major sporting events to Northeast Ohio.

A $200,000 grant will support the Commission as it hosts 3,000 young athletes and their coaches for the competitions. The Interâ&#x20AC;&#x2DC; national Childrenâ&#x20AC;&#x2122;s Games is anticipated to attract more than 15,000 attendees, providing an opportunity to highlight I Cleveland to an international audience E and generate significant revenue for the local economy.

Minority

Busines.

%

#\

W & S

In Northeast Ohio, a number of barriers stand in the way of creating a more entrepreneurial environment, including a lack of the skills necessary to convert good ideas into successful businesses, a scarcity of early stage capital and a shortage of networking and support systems. To overcome these issues, NorTech created JumpStart to provide direct assistance to The lack of investment capital is often identified as the most significant barrier to the growth of minority businesses in our region. To address this obstacle, The Cleveland Foundation made a $1.5 million program-related investment in the M inorities With Vision (MWV) Pinnacle Capital Fund, L.P.

high potential businesses by offering both business development support and seed stage funding. The Cleveland Foundation’s $300,000 grant helped NorTech create JumpStart to assist regional entrepreneurs in the creation of businesses.

This Fund will make debt, mezzanine (a combination of debt

A $185,000 grant to the Westside Industrial Retention and Expansion Network

and equity financing) and equity investments in businesses owned, controlled or led by minorities to help them grow.

(W IRE-Net) is helping the organization retain and expand businesses in the Detroit-Shoreway, Cudell and Stockyard neighborhoods in order to strengthen the near West Side’s manufacturing-based economy.

Small businesses often struggle during their first few years, with many of them failing to survive. This is even truer for African-American entrepreneurs. Kent State University’s Minority Business Program, which was initiated in 1999 with

Through its Manufacturing Initiative Project, W IRE-Net is working to increase land

start-up funds from The Cleveland Foundation, provides training and workshops to African-American entrepreneurs to

help their businesses become more efficient and

available for development activity, advocate for public investment in Cleveland’s infrastructure to encourage private-sector business development, encourage other

profitable. In 2003, the Foundation’s $229,680 grant provided continued support of the program:

" Preparing African-American Businesses for the 21st Century, ” which provides 26 sem inars throughout the year.

companies to start or expand their businesses in this geographic area, and increase the ability of the companies it serves to adopt innovative strategies that would enhance their competitiveness. Because of WIRE-Net’s infrastructure improvement projects, roughly 70 local companies in the Cudell neighborhood have been able to remain in their current locations. In the future, WIRE-Net’s efforts could potentially retain approximately 7,500 area-manufacturing jobs.

We continued our commitment to education reform by supporting numerous efforts that enhance educational opportunities for children in our community.

The Ohio High School Transformation Initiative is one such endeavor, as it strives to reconnect students, teachers, parents and the community by creating new small schools and converting larger, urban high schools into smaller ones within existing buildings. Through this Initiative, schools can capitalize on the benefits of smaller education environments, including improved teaching and learning, higher attendance and lower dropout rates.

The Cleveland Heights-University Heights School District is taking part in this exciting new movement with a joint $1.6 million grant from the Bill & Melinda Gates Foundation and KnowledgeWorks Foundation. The Cleveland Foundation’s $203,800 matching grant will aid the District as it embarks on this aggressive and unique school improvement effort to provide better educational opportunities to its students.

As part of the Foundation’s capital grants program, Urban Community School received a $500,000 grant planned facility at West 49th Street and Lorain Avenue. The new building, scheduled to open for the 2005-2006 academi will enable the school to serve an additional 200 students, in c r e a s in g e n r o l lm e n t t o Founded in 1968, the Urban Community School is an alternative school that provides quality edi to children who are predominantly from low-income backgr

A leader in developing models for 21st century women’s education, Hathaway Brown received a $75,000 grant for its ASPIRE program. Launched in 2002, ASPIRE is a three-year summer enrichment program for girls in grades six through eight attending local public schools. The program prepares creative, intelligent and self-motivated students to become leaders in their communities and in their home schools. The program also strives to foster a love for teaching by teaming experienced instructors with apprentice teachers.

A highly educated and skilled workforce goes hand-in-hand with a state’s ability to maintain and attract businesses. That’s why Ohio Governor Bob Taft created the Commission on Higher Education and the Economy in 2003. With a $100,000 Foundation grant, as well as funding from the state and other sources, the Commission was charged with recommending ways to maximize public investment in higher education and ensuring that the needs of students, parents and the business community are being addressed. The Commission’s report is available online at www.chee.ohio.gov.

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Community

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Recent concerns for the future of Northeast Ohio s economy and quality of life prompted the ShoreBank Enterprise Group to launch Entrepreneurs for Su sta in a b ility (E S ), an organization -I**

that educates local businesses on how to reduce costs and use resources more productively.

A $35,000 grant supported ES’s informational workshop program, which teaches business owners about the importance of integrating sustainable practices to protect th eir resources and

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strengthen their operations. Last year, more than 1,290 individuals attended the m eetings, averaging 110 attendees per meeting and proving ES to be a crucial link in the environm ent and economic development chain for Greater Cleveland.

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Valley

O

lental Studies Progrc IBC) to educate loca jnities about the ecc ing. In 2003, a $75, workshops and a pla f a construction and ion grant assisted C(

As a federally supported community health center. Northeast Ohio Neighborhood Health Services, Inc. (NEON) has been caring for individuals in Greater Cleveland since 1967. With the Increasingly, elderly individuals are choosing to Ohio Department of Health recently identifying dental care as the number one unmet healthremain in their homes as long as possible. care need perceived by Ohioans and the federal government declaring five East Side Unfortunately, incidents that pose a significant Cleveland neighborhoods as dental healthcare professional shortage areas, NEON is adding health risk, like falls, can occur unexpectedly. dental services at its East Cleveland Health Center. A $200,000 grant will help NEON purchase That's why the City of Cleveland's Department dental equipment and supplies and hire dental professionals. of Aging instituted Cleveland Senior Care Calls, which automatically calls participating seniors once a day. If the senior does not answer after repeated attempts, an emergency contact is alerted. The Foundation's $65,000 grant assisted the city in implementing this technology-based, potentially lifesaving service.

id Cl in i

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r on Urban Poverty and Social Change, part of Case Western Reserve University’s Mandel School of Applied jnces, conducts research, policy analysis and evaluation with a mission of ultimately reducing poverty and uences. The Center received a $575,240 grant for its core activities, including research and analysis and evaluation and technical assistance in low-income communities. The grant also helped the Center make ents to the Cleveland Area Network for Data and Organizing (CAN DO), an information-sharing network that lata on Cleveland’s neighborhoods and the suburban municipalities in Cuyahoga County.

As Northeast Ohio’s larc

organization, The Cleveland Foodbank provides nearly

19 million pounds of food to its member agencies each year. However, because of a lack of

storage capacity, the organization has been forced to turn away approximately 1.4 million

pounds of food each year. Through the Foundation’s capital grants program, the Foodbank

received a $1 million grant toward its new 60,000-square-foot facility. The new facility, which

is expected to be fully operational in the fall of 2004, will include nearly 10,000 square feet of

refrigerator and freezer space and a 4,800-square-foot kitchen. The new space, located in

Collinwood, will help the agency feed more of Greater Cleveland’s hungry.

Ten years ago, autism was thought of as a rare disorder Clergy United For Ju ve n ile Ju s tic e , Inc. (C U J J ) is a collaboration of approximately affecting only one in 10,000 people. Five years ago, that 20 churches that are working to address academic, behavioral and attitudinal issues number was estimated to be one in 500. Today, the incidence estimate has tripled. With autism rates

of at-risk youth. In cooperation with social service agencies, C U JJ’s Project Restoration provides literacy, job-readiness and placement training to youth who are being adjudicated in the juvenile justice system . A $75,000 grant from

increasing faster than any other disability or disease, the need for treatment centers is also increasing,

the Foundation’s Youth Preparation Project, which provides grants to faith-based organizations with personal development programs that motivate and instill a sense of hope in young people, supported C U JJ’s efforts.

A $233,249 grant to the Bellefaire Jew ish Children’s Bureau helped the organization Ie //e fa /re 's A u t i s m

establish a residential Autism Treatment Unit

provides learning

(ATU) for children. An extension of Bellefaire’s Monarch School for autistic children, the ATU will provide special education and a therapeutic approach for severely affected autistic children who cannot be cared for adequately at home.

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Treatment

environment

and teens

Unit

a residential

with

for children autism

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.ake

County

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As the only emergency shelter in the region, The Ecumenical Since 1988, the Foundation has operated a grant program targeted at the needs of Lake and

Shelter Network of Lake County (Project Hope for the Homeless)

Geauga counties. Over the years, this effort, overseen by a committee of local leaders, has provided nearly $900,000 in grants to support

homeless individuals in Lake County. The full-fledged lodging and

provides emergency housing, support services and guidance to crisis intervention facility for men, women and children finished its last two renovation and expansion phases over the past 24 months

nonprofit organizations in these two counties.

The following are examples of 2003 grants:

with grants from the Foundation that totaled $45,000. During the

Volunteer guardian programs often address the needs of mentally impaired, indigent adults for

2002-2003 fiscal year, Project Hope provided care for 141 clients through 3,657 "shelter nights."

whom no other caregiver is available or appropriate.

An $80,990 grant helped NEIGHBORING Mental Health Services, in conjunction with the Probate Court of Lake County and Catholic Charities Services of Lake County, establish a program for the needs of 700 individuals who are wards under guardianship. By utilizing trained volunteer guardians and community visitors to monitor and oversee the needs of the clients, the program greatly enhances these individualsâ&#x20AC;&#x2122; lives.

siffPINC The recent economic downturn created an instant need for outplacement services for residents of Northeast Ohio. In order to address this pressing problem, Lakeland Community Collegeâ&#x20AC;&#x2122;s Menâ&#x20AC;&#x2122;s Resource Center used a $34,000 grant to provide group and one-on-one counseling programs, resume-writing and job-coaching workshops, and other resources for men seeking job-related advice and retraining. These outplacement services reached approximately 100 displaced workers in 2003, serving at least 16 individuals per workshop. Since the establishment of the Center in 1996, enrollment in all of its programs has averaged 600 individuals per year, increasing annually by an average of 20 percent.

QUARTERS

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Edith Anisfield was passionately committed to social justice, philanthropy ind writing.

She established the Anisfield-W olf Book Awards in 1935 n honor of her father and husband to reflect her family’s passion or issues of social justice. The Awards recognize books that lave made im portant contributions to our understanding of -acism and our appreciation of diverse hum an culture.

As the only book award designated specifically for this purpose, :he Anisfield-W olf Book Awards are presented to authors who Dpen and challenge minds through their writing.

Past winners have brought to life extraordinary art and culture of people around the world, explored human rights exposed the effects of racism on children, shared reflections on growing up biracial and illuminated the dignity of people as they strive for justice.

FROM TH E TIM E SHE WAS A LITTLE GIRL,

Henry Louis G a te s Jr.

Awards are given in two categories, fiction and non-fiction.

Each category carries a $10,000 prize. The winners, chosen each spring for works published during the previous year, receive their award at a public ceremony in Cleveland. In recent years, the book awards jury also has given a Lifetime Achievement Award to individuals whose life’s work have had an impact on racism.

An independent panel of nationally known jurors selects the Anisfield-Wolf winners. The current jury is led by Dr. Henry Louis Gates Jr., W .E.B. D u Bois professor of the humanities at Harvard University. Other members are Rita Dove, common­ wealth professor of English at the University of Virginia; Joyce Carol Oates, professor of humanities at Princeton University; Steven Pinker, Ph.D., Peter de Florez professor of psychology at Massachusetts Institute of Technology; and Simon Schama, professor of humanities at Columbia University.

WINNERS OF THE 200 3 AWARDS WERE: Fiction: Stephen L. Carter for his novel, The Em peror o f Ocean Park\ and R eetika Vazirani for her book of poem s, World Hotel.

Non-Fiction: Sam antha Pow er for her book, A Problem from Hell: Am erica and the Age o f Genocide.

Additionally, playwright Adrienne Kennedy received a Lifetime Achievem ent Award.

Edith Anisfield Wolf Carter

Vazirani Anisfield-W olf Award for Outstanding Com m unity Se rv ice Administered by the C enter for Com m unity Solutions, th is $ 20,000 prize is awarded to a Cleveland-area nonprofit organization that dem onstrates outstanding service. T h is yearâ&#x20AC;&#x2122;s award

Power

Kennedy

went to the A ID S Taskforce of Greater Cleveland. The oldest A ID S se rvice organization in Ohio, the Taskforce se rv e s a s a prim ary provider of both com m unity-based HIV prevention education and nonmedical direct services to people living with HIV and A ID S .

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donor profile:

The Donald F. and

Giving through

The Cleveland Foundation Each year, hundreds of communityminded individuals utilize The Cleveland Foundation as their partner in philanthropy. We work with donors to help them achieve their philan­ thropic goals in an intelligent, creative and confident manner by designing personalized charitable funds that meet their individual needs.

We deeply appreciate the contribu­

With two daughters in Colorado, one in Phoenix and residences in both Cleveland and Naples, Fla., the Hastings family spreads its giving across the map. But since establishing the Donald F. and Shirley T. Hastings Family Fund of The Cleveland Foundation, Don and Shirley have been able to make this expansive giving easy.

"Then we learned about the donor advised fund at The Cleveland Foundation. It just seemed so much easier than trying to run our own family foundation."

"Originally, we thought we wanted to set up a private foundation,” says Don Hastings.

Each year, Don and Shirley and their three daughters, Leslie, Jane and Nancy, split the available grantmaking dollars.

Because of the flexibility of their donor advised fund, Don and Shirley are able to use their portion to fund organizations in their back yard and across the country. Their grant dollars support United Way Services, The Salvation Army, The Cleveland Orchestra, The Cleveland Museum of Art, Playhouse Square, Golden Age Centers and the American Cancer Society in Cleveland. They also both give annually to their alma mater, Pomona College in Claremont, Calif., and Don supports Harvard Business School.

tions of our donors. Their gifts enable the Foundation to continue its mission of improving the quality of life in th<^ communities we serve.

The four donors highlighted within this report are just a few examples of the many people who have worked

Since moving part-time to Naples five years ago, Don and Shirley have become philanthropically active there, too, supporting the Naples Museum of Art and the Philharmonic Center for the Arts.

Their daughters also support organizations located across the country. Both Jane and Nancy reside in Colorado, where Jane supports her alma mater, the University of New Hampshire, and a local cancer society, and Nancy gives to her alma maters, Hawken School and Colorado College. As a resident of Phoenix, Leslie uses her portion of the fund to support the Phoenix Orchestra. She also provides grants to her high school and college alma maters, Hathaway Brown and Stanford University.

with The Cleveland Foundation to give back to the community. To read about others, please visit our Web site, www.clevelandfoundation.org, or call our Gift Planning and Donor Relations team at 216.861.3810.

"We will always support things in the Cleveland area, because we have enjoyed it so much," says Don. "And working with the Foundation gives us a way to continue to support the community and the different charities and nonprofit organizations we appreciate."

Throughout their lives, Frank and Nancy Porter gave freely oj# both their time and money to the Greater Cleveland community and were well-known for their generosity.

The longtime owner of Central Cadillac, Frank also excelled in real estate development, while Nancy was an outstanding community volunteer, serving on boards and committees of organizations serving children, families and the elderly, including the Welfare Federation of Cleveland and The Center for Families and Children.

While Nancy passed away in 1996 at the age of 75 and Frank passed away six years later at the age of 82, their generosity will continue to benefit Greater Cleveland for many years due to their bequest to The Cleveland Foundation.

That bequest, estimated between $60 million and $70 million, created the Frank H. and Nancy L. Porter Fund, the largest in the Foundation’s history.

"My parents were both very involved in community affairs throughout their lives," says Elizabeth Porter Daane, the Porters’ only daughter and trustee of the Porter Estate and Trust. "Their legacy of imagination, loyalty and faith

will continue in perpetuity through their generous gift to the community they loved so d early.”

The Porter fund is an unrestricted fund, which means the Foundation’s board of directors has the discretion to make grants from the fund for priority community concerns.

Additionally, a portion of the gift is being used as an advised fund so that the Porter children, Frank Jr., George, Frederick, Elizabeth and Steven, can recommend support in their parents’ names to organizations and causes they cared about during their lifetimes.

donor p ro file *R |^ j2f i j &

The Frank H. and Nancy L. Porter Fund

2C

Before starting a donor advised fund at The Cleveland Foundation, Keith and Marie Ashmus often found themselves pressed for time to make charitable gifts before year’s end.

I

" I was always trying to figure out how much I had to give and then complete the gift before the year was up," says Keith, an attorney with Frantz Ward. " I wanted to be able to make one gift and then be able to address needs as they came up."

That’s why Keith and Marie found the donor advised fund at The Cleveland Foundation so appealing. Now, they can make a gift to their fund and then recommend grants to the organizations they want to support when the need arises.

By taking advantage of the Foundation’s Web-based tool, Advisor Xpress, they can recommend grants any time they want.

"The online service is very convenient, because I tend get ideas about things I ’d like to support when I ’m nowhere near a checkbook," Keith says. "But Advi Xpress makes it really easy."

In addition to giving through their fund, Keith and Marie are both very involved in the community as volunteers. As a kindergarten teacher in Bay Village, Marie also does a lot of work outside of her classroom to help the children and their families. Keith’s many activities include the Ohio State Bar Association, of which he’s currently the president; the alumni board of Yale Law School; the Village Foundation, Bay Village’s community foundation; Youth Opportunities Unlimited; The Salvation Army and Vocational Guidance Services.

All of these pursuits keep both Keith and Marie busy, so they appreciate the ease of their fund and the security they get from the Foundation.

"The Foundation gives donors a real assurance that their money’s going to be properly cared for. We don’t have to worry about the investment or the administration," Keith says.

"And, we feel valued for our contributions, even though they are modest at this stage of our lives."

donor profile:

The Whiting Foundation

Elmer and Carmel Whiting had been married just a few short years when Elmer, a certified public accountant (CPA), decided to start his own business. The first black CPA in Ohio, Elmer loved accounting but, Carmel says, found that many times clients didn’t come to him until they were having problems and needed an attorney.

So with encouragement from Carmel, Elmer went back to school, graduating from Cleveland-Marshall School of Law in 1955.

As an attorney and a CPA, in 1980 Mr. Whiting became president of the American Association of Attorney-Certified Public Accountants.

Elmer achieved another first when, in 1971, he merged his practice with Ernst & Ernst and became the first African-American partner in the firm. At the same time, Carmel was making a name for herself as a teacher in the Cleveland schools.

Outside of their professional lives, the Whitings were also great contributors to their community. The Cleveland Play House, Karamu House, the YMCA, Clevelanc Growth Corporation and the National Black MBA Association are just a few of the organizations they supported. And, at the time of his death in 1995, Elmer was the longest-standing trustee and treasurer of the Eliza Bryant Center, having served on it‘ board since 1954. Among her many activities, Carmel also is a member of The Cleveland Foundation’s African-American Outreach Advisory Committee

" I have a philosophy that if you drink from the well, then when you’re able, you give back through money and time," says Carmel.

I

Carmel established The Whiting Foundation at The Cleveland Foundation in memory of her husband. She hopes to use the fund to provide opportunities for youth through involvement with the Cleveland School of the Arts and The Cleveland Play House.

“ I do as m uch as I c a n ," C arm el sa ys,

because we’

Although 20 0 3 w as

A fter th re e ye a rs o f neg ative retu rn s from the equity

quite p ositive, w e have

m a rke ts, the tid e finally turned in 2 0 0 3 . All areas of the equity m arkets performed w e ll, resulting in a significant increase in the Foundation’s overall asset base, growing

not yet fu lly recovered from the eco n om ic im p act o f the

from $ 1 ,3 1 2 ,1 6 6 ,8 6 8 at the end of 2002 to $ 1 ,5 2 0 ,7 3 6 ,7 7 4 as o f Decem ber 31, 2003.

financial m arkets of 2000 through 2 002, as evidenced by our total a ssets o f $ 1 ,6 0 0 ,2 0 6 ,2 5 5

Th e firs t q uarter o f 2003 w a s a continuation of the downturn of the prior three years with the S & P 500 generating a -3.2 p ercent return for the quarter. How ever, things began to

at the end of 2000. H owever, w e believe that w e are on the w ay. To enable the Foundation to return to that level, the investm ent com m ittee slig htly modified our strateg y, increasing

change in the second q uarter, and positive resu lts continued throughout the year, with the

the allocation to alternative in vestm ents. T h is decision w a s predicated upon the b elief that

S & P 500 generating a 2 8 .7 percent return.

the equity m arkets w ill not perform in the sam e w ay the y did from 199 5 to 200 2 and that

The fixed incom e m arkets also generated positive results, though in the low single digits as exem plified by the Lehm an Brothers Aggregate 4 .1 percent return.

additional diversificatio n w ith less correlation to the equity m arkets is ap pro p riate fo r the foreseeable future.

Th e overall result w as that the Foundation’s diversified portfolios, which contain equities,

The dollars available for Foundation grantm aking are tied to the in vestm ent perfo rm ance of

fixed income and other in vestm ents, generated a total overall return for the year of 22.78 percent.

our assets. The spending am ount is calculated using the averag e m arket value o f th e a ssets

T h is perform ance, coupled with new gifts of $ 4 0 ,1 6 9 ,3 1 8 , enabled the Foundation to authorize

over prior periods. Since the m arkets underperform ed from 200 0 to 2 002, w e increased our

$ 8 2 ,4 1 7 ,9 4 1 in grants and still end the year with assets of $ 1 ,5 2 0 ,7 3 6 ,7 7 4 .

spending policy from 5 percent to 5.25 percent for 2004, helping to en su re that the reso u rces

Th e Foundation’s total expenses for the year w ere $ 8 6 ,7 0 8 ,6 7 4 , which included $5 ,2 2 3 ,2 2 2 in trustee and in vestm ent m anagem ent fees and other expenses, $ 8 ,5 4 3 ,8 4 0 in adm inistrative

T

generated to the com m unity w ill remain relatively stab le during a d ifficu lt eco nom ic period.

Th is is a short-term action and w ill be review ed a t the end of 2004.

expenses and $ 7 2 ,9 4 1 ,6 1 2 in grant expenses.

ALTERNATIVE INVESTMENTS 15%

INTERNATIONAL 15%

SMALL CAP 10% FIXED INCOME 20%

1999

2000

2001

2002

a s s e t m a rk et value

LJ jTT ' u ©

~*Z

2003

2004 a s s e t allocation

HHMk ~ \ F o r a cop y o f the F ou n d ation ’s fu ll au d it report, con tact the C om m unication s a n d M arketing- D ep artm en t a t 216.S61.3S10

JOHN SHERWIN J R .

CHAIRMAN APPOINTED 1996 BY THE BANK TRUSTEES COMMITTEE

JE R R V SUE THORNTON VICE CHAIRMAN APPOINTED 1995 BY THE MAYOR, CITY OF CLEVELAND

Jack Sherw in is the p resident of

TERRI HAMILTON BROWN APPOINTED 2001 BY THE BOARD OF DIRECTORS

TANA CARNEY APPOINTED 2001 BY THE PRESIDING JUDGE, PROBATE COURT OF CUYAHOGA COUNTY

DAVID GOLDBERG APPOINTED 2001 BY THE BOARD OF DIRECTORS

Te rri Hamilton Brown is the president of U niversity C ircle, In c . Prior to that

Tana C arney serve s on the board

David Goldberg is co-chairm an o f the

Mid-Continent V en tures, In c . Prior

Dr. Je r r y Sue Thornton has served a s president of Cuyahoga Com m unity

she served as executive d irector of

of directors for Planned Parenthood of G reater Cleveland, is an advisory

to founding the com pany in 1985, he

College since 1 992. She serves as

the Cuyahoga Metropolitan Housing

trustee and chair of the A rts Com m ittee

held various positions with Diamond

vice-chairperson of The Quadrangle

A uthority and spent eight years with

for W est Side Ecum enical M inistry and

Sham rock C orporation, dom estically

and is a trustee of 15 o ther com m unity

the C ity of Cleveland Departm ent of

is on the board of the Cuyahoga County

from Case W estern Reserve U niversity.

He is the chairm an o f Neighborhood

and overseas. A ctive in the com m unity,

organizations, including United W ay

C om m unity Developm ent. She is a

Lib rary Foundation. She also has served

Progress, In c . and serve s on the boards

Sherwin is a d irector of Brush

Service s of G reater Cleveland, the Rock and Roll Hall of Fam e and M useum,

trustee of United W ay Services of G reater Cleveland and ShoreBank

on the Alum ni Board of Tru stees at G oucher College in Tow son, Maryland.

of NorTech and the G reater C leveland

Engineered M aterials, I n c ., Im p u lse Technology Ltd. and ShoreBank

G reater C leveland Partnership and

Throughout her ca reer, sh e has worked

of the Je w ish Com m unity Federation,

Cleveland. Additionally, he se rv e s on

Playhouse Square Foundation.

Cleveland. She also serves on the board of the G reater Cleveland Partnership

at the Cuyahoga County Tre a su re r’s

is a m em ber of the M ayor’s Job

the boards of The Holden Arboretum ,

She se rve s on the boards of Applied

and is a graduate of Leadership

Office as public inform ation sp ecialist

Creation and Retention Task Force,

John C arroll U nive rsity, Th e C leveland

In d u stria l Technologies, National City Corporation, RPM Intern ation al In c .

Cleveland. She holds a bachelor’s degree in econom ics from The

and has served as sta ff associate for

and is a steering co m m ittee m em ber

the A dm inistration of Ju stice

of C leveland Saves.

U niversity of Chicago and a m aster’s

Com m ittee. She holds a Bachelor of

Hawken School and a tru stee em eritus

and A m erican G reetings, and is a non-voting m em ber of the board of the

degree in city planning from the

A rts from G oucher College and a

of the Great Lakes M useum of Science,

C leveland M unicipal School D istrict.

M assachusetts In stitu te of Technology.

M aster of A rts from C ase W estern Reserve U niversity.

Clinic Foundation and W estm in ster School. He is a life trustee of the

Environm ent and Techno log y. He has

board of Ohio Savings Bank. He holds a Bachelor of Science from Th e Ohio State U niversity and a J u r is Doctor

Partnership . He also se rv e s as a trustee

had a long involvem ent w ith The Cleveland Foundation, including helping to establish the Lake-Geauga Fund in 1987 and serving as president

The board of d ire c to rs g o verns the Fo undation, e sta b lish e s po licy, s e t s p rio ritie s and m akes fin a l gra n t d e c isio n s. All m em bers a re vo lu n te e rs se rvin g a m axim um of 10 y e a r s .

of The Sh erw ick Fund, the n ation’s first supporting organization, created by his father in 1969. He holds a bachelor’s degree in business administration from John C arroll U niversity.

The board appointm ent p ro c e ss e n su re s a broad range of vie w s and know ledge, and our board m akeup re fle c ts that of the la rg e r com m unity. Th e Ban k T ru s te e s C om m ittee, com p risin g one re p re se n ta tiv e from each of the Foundation’ s five tru ste e b a n ks, ap p oin ts five of the Fo undation’s board m em b ers. Pub lic o ffic ia ls a lso appoint fiv e m e m b ers: One m em ber each is appointed by the c h ie f judge of the United S ta te s D istric t Court fo r the N orthern D istric t of Ohio, E a s te rn D ivisio n ; the se n io r or p resid in g ju d g e of the Pro b a te D ivisio n , Court of Common P le a s of Cuyahoga County; the a d m in istra tive ju dge of the Court of App eals of the Eighth Ju d ic ia l D istric t of Ohio; the m ayo r of the C ity of C levelan d ; and the board of d ire c to rs of the C en ter for Com munity S o lu tio n s. The rem aining five d ire c to rs a re appointed by the m ajo rity vo te of the board of d ire c to rs .

RIC HARRIS APPOINTED 2002 BY THE BANK TRU STEES COMMITTEE

JOSEPH P. KEITHLEY APPOINTED 2002 BY THE BOARD OF DIRECTORS

BENSON P. LEE APPOINTED 1998 BY THE BOARD OF THE CENTER FOR COMMUNITY SOLUTIONS

Ric H arris is the vice president and general m anager fo r W EW S Cleveland.

Josep h Keithley is the chairm an of the board, president and CEO of

CEO of Technology Management, Inc.

Alex M achaskee is publisher, president

He has sp e nt m ore than 19 ye ars in the

He is a trustee (em eritus) of Cornell

media in d ustry, working in television

Keithley In stru m en ts, In c . He serves on the board of trustees of Case

and n ew spap er sales and a s radio on-air talen t. He has spent the last nine

W estern Reserve U niversity and the

U niversity, se rve s on the Visiting Com m ittee of the Cleveland State

and CEO of The Plain Dealer. He was ch air of the United W ay Service s of

ad viso ry board of Cornell U niversity’s

U niversity Nance College of Business,

G reater C leveland board of d irecto rs for 2 002-2003 and served as chairm an of

years in televisio n m anagem ent. He

School of Electrical and Com puter

and is an advisor to C leveland Bridge

the 2000-2001 United W ay Cam paign.

earned his bachelo r’s degree from

Engineering. He is a trustee of NorTech

Builders, M otivAsians for C leveland, the W om en’s C om m unity Foundation and

C leveland Roundtable. He is the vice president of T h e M usical Arts Association and is on the boards of

ALEX MACHASKEE APPOINTED 1996 BY THE CHIEF JU STIC E, COURT OF APPEALS, EIGHTH JUDICIAL DISTRICT OF OHIO

Benson Lee is the president and

Sandra Pianalto is the p resident and

He is a past chairm an of the G reater

Jo h n C arroll U nive rsity, w here he is cu rre n tly working on a m aste r’s degree.

and the Ohio Aerospace C ouncil.

Keithley has a Bachelor of Science and

He se rve s on the boards of the G reater Cleveland Partnership and the Urban

a M aster of Operations Research and

Sustainable C leveland. He is a form er trustee of the Cen ter fo r Com m unity

In d u strial Engineering from Cornell

Solutions and Cleveland Scholarship

League o f G reater Cleveland.

U niversity and a M aster of Business

Program s, In c ., and w as a founding

The Ohio A rts Council, U niversity C ircle, In c ., G reater C leveland Partnership,

A dm inistration from the U niversity of

trustee of the Cleveland Tom orrow

The G reat Lakes Science Center,

M ichigan.

Center fo r Venture Developm ent,

Leadership Cleveland, the Urban League of G reater Cleveland,

now Ju m p Sta rt, In c . He received his bachelor’s and m aster’s degrees

SANDRA PIANALTO APPOINTED 200 4 BY THE BOARD OF DIRECTORS

St. Vlad im ir’s Orthodox Theological

in electrical engineering from

Sem inary and the national board

Cornell U niversity.

of the Intern ation al Orthodox Christian C h arities.

CEO o f the Federal R eserve Bank of C leveland . She joined the Bank in 1983 as an economist in the research d epart m ent. She is a m em ber of the board of United W ay S e rv ice s of G reater Cleveland , the C atho lic D io cese of Cleveland Foundation, F ifty Club, G reater Cleveland P a rtnership , the Rock and Roll Hall o f Fam e and M useum , Business Vo lu nteers U nlim ited, C leveland Play H ouse, the N ortheast Ohio Council on H igher Education, Lead ership Cleveland and the Akron C en te r fo r Econom ic Education. She holds a bachelor’s degree in eco n om ics fro m the U niversity o f Akron and a m a ste r’s degree in eco n om ics from George W ashington U nive rsity.

THE REVEREND DR. OTIS MOSS J R .

SENIOR ADVISOR TO THE CHAIRMAN

ALAYNE REITMAN APPOINTED 2 00 1 BY THE BOARD OF DIRECTORS

FRANK C. SULLIVAN APPOINTED 2004 BY THE BANK TRUSTEES COMMITTEE

JACQUELINE F. WOODS APPOINTED 1998 BY THE BANK TRUSTEES COMMITTEE

Maria Pujana, M .D ., a clinical neurologist

Alayne Reitm an holds a Bachelor

Frank Sullivan is the president and

Ja ckie Woods is senior consultant

pastor of O livet Institu tio n al Baptist

and neurophysiologist, is an adjunct

of A rts from Em ory U niversity and

CEO of RPM International In c . He

instructor at Case W estern Reserve

an M .B.A. from the U niversity

held various com m ercial lending and

for Landau Public Relations. Previously, she w as the president of SBC Ohio.

Church since 1 975. Named by Ebony magazine as one of A m erica’s g reatest

University’s Center fo r Global Health

of Pen nsylvan ia’s W harton School.

Tim ken Company and Anderson, In c .

black preach ers, he has been involved in the civil rights m ovem ent for m ore

where she has been since 1 994. She

Reitm an serve s as a trustee and a ssis­ tant treasu rer of Hawken School and a

corporate finance positions at Harris Bank and First Union National Bank

She serves on the boards of The

and Diseases in the School o f M edicine,

prior to joining RPM as a regional sales

She is on the boards of the G reater

than 40 ye ars. A founding board

has also served as the ch ief resident

tru stee of the Im m erm an Foundation.

manager. He serves on the board of

Cleveland C hapter of the Am erican Red

m em ber of the G reater C leveland

of the neurophysiology d epartm ent at

She also se rve s as a trustee of the Robert S. and Sylvia K. Reitman Family Foundation.

the G reater Cleveland Chapter of the

C ross, The Great Lakes Science Center,

Roundtable, he cu rrently chairs

Am erican Red C ross, the Rock and Roll

Playhouse Square Foundation and

the board of tru stees of M orehouse

the Rock and Roll Hall of Fam e and

College. He holds a Bachelor of A rts

the Universidad Com plutense in

Hall of Fame and M useum, Greater Cleveland Partnership and The Tim ken

Museum. She also is a trustee of The

from M orehouse C ollege and a M aster

Madrid. She has served as the ch air of

Com pany. He w as president of

of D ivin ity from M orehouse School of

art and culture for El Barrio and as a

Leadership Cleveland’s C lass of 2001,

Musical A rts A ssociation, The Ohio State U niversity Foundation and

member of the advisory board fo r the

and is honored to be a m em ber of

Theological C enter. He also holds

Cleveland In s titu te of A rt. She also served as a m em ber of the com m unity

the Cuyahoga County Bluecoats. He received his bachelor’s degree from

Muskingum C ollege. She is a graduate of M uskingum College.

advisory board of the Rock and Roll

the U niversity of North Carolina as a Morehead Scholar in 1983.

f MARIA JO SE PUJANA, M.D. IAPPOIWTED 2002 BY r THE BANK TRUSTEES COMMITTEE

The Rev. Dr. Otis M oss J r . has been

Veteran Hospitals in M adrid, Spain, and earned her m edical degree from

Hall of Fame and M useum . Previously, she served as vice p resident of council for the Cleveland Ballet. She is a member of the board of the Cuyahoga Community C ollege Foundation.

In addition, she ow ns a health and beauty spa and is p resident and designer of M arise Je w e lry Designs.

Religion of the Interd eno m inatio nal a Doctor of M inistry from United Theological S em inary in Dayton, Ohio.

EXECUTIVE

OFFICE

COMMUNICATIONS

AND

MARKETING

R o n a ld B. R ic h a rd * > P re s id e n t & CEO

R ich a rd J . B a ty k o * > V ic e P re s id e n t fo r C o m m u n ic a tio n s and M a rk etin g

L e s lie A . D u n fo rd * > V ic e P r e s id e n t fo r C o rp o ra te G o v e rn a n ce and C h ie f of S ta ff

J u lie E. H rab ak > C o m m u n ic a tio n s and M a rk etin g A sso c ia te

P a m e la F . J a f f e > E x e c u tiv e A d m in is tra to r

M arcia L. B ry a n t > C o m m u n ic a tio n s and M a rk e tin g A d m in is tra to r

D e n is e C a m p b e ll > E x e c u tiv e A s s is ta n t GIFT

PLANNING

AND

DONOR

RELATIONS

PROGRAM

C a p ric e H. B ra g g * > V ic e P re s id e n t fo r G ift P la n n in g and D o n o r R e la tio n s

R o b e rt E. E c k a r d t * > V ic e P r e s id e n t fo r P ro g ra m s and E v a lu a tio n

Beth D a rm sta d te r > D onor R e la tio n s O ffic e r

G o ld ie K . A lv is > S e n io r P ro g ra m O ffic e r

M ich ael P. G rz e s ia k > G ift P la n n in g O ffic e r

K a th le e n A . C e rv e n y > S e n io r P ro g ra m O ffic e r

C y n th ia M. Klug > D onor R e la tio n s O ffic e r

S t a c e y M. E a s t e r lin g > P ro g ra m O ffic e r

M a rv e lo u s R . B a k e r > S c h o la rs h ip A sso c ia te

P a m e la L. G e o rg e > P ro g ra m O ffic e r

La v e tta E . J o n e s > G ift P la n n in g A d m in is tra to r

M a rci B e rn s te in Lu > P ro g ra m O ffic e r

Jo a n C e rn e > D o no r R e la tio n s A s s is ta n t

Ann K. M u llin > P ro g ra m O ffic e r

A lic ia C ilib e rto > D onor R e la tio n s A s s is ta n t

R ic h a rd E . N joku > S e n io r E v a lu a tio n O ffic e r

Lin d a F. G e rste n > G ift P la n n in g A s s is ta n t

S te p h e n R o w a n > P ro g ra m O ffic e r

La u ra S ch u b e rt > G ift P la n n in g A s s is ta n t

J a y T a lb o t > S e n io r P ro g ra m O f fic e r / D ir e c t o r o f S p e c ia l P ro je c ts Brad W h ite h e a d > S e n io r P ro g ra m O f fic e r/ D ir e c t o r of E c o n o m ic D e v e lo p m e n t I n it ia t iv e s

FINANCE

D ia n e K a sz e i > G ra n ts M anag er

J .T . M u lle n * > S e n io r V ic e P r e s id e n t / C h ie f F in a n c ia l O ffic e r

C h a rlo tte J . M o ro sko > G ra n ts A d m in is tra to r

K a th y S . P a rk e r > C o n tro lle r

K a ren L. B a rtru m - J a n s e n > G ra n ts A s s is ta n t

J e a n A. Lang > F in a n c ia l S e r v ic e s O ffic e r/P ro g ra m

R en n a e M. C o e > P ro g ra m A s s is ta n t

W illia m A . Von A lt > F in a n c ia l S e r v ic e s O ffic e r / G if t P la n n in g and D o n o r R e la tio n s

M ary C la re D o n n e lly > P ro g ra m A s s is ta n t

M ary J . C lin k > A s s is ta n t C o n tro lle r

J o a n M. F re e s e > P ro g ra m A s s is t a n t

D o ro th y M. H ig h sm ith > A cco u n ta n t

C a ro l H e lly a r > G ra n ts A s s is ta n t

Mae A. Ka rim > A cco u n ta n t

C ib a J o n e s > P ro g ra m A s s is ta n t

C h ris tin e M. La w so n > F in a n c ia l A s s is ta n t

S a ra h L . King > P ro g ra m A s s is ta n t D e n is e G . U llo a > G ra n ts A s s is ta n t

INFORMATION

SYSTEMS

J a m e s T . B ic k e l* > D ire c to r o f T e ch n o lo g y HUMAN

RESOURCES

AND

ADMINISTRATION

J a n ic e M. C u trig h t > T e c h n o lo g y O ffic e r

Lyn n M. S a r g i* > V ic e P re s id e n t fo r H um an R e s o u rc e s and A d m in istra tio n S u za n n e L. B lo o m fie ld > H um an R e s o u rc e s M anag er J a n e t M. C a rp e n te r > F a c ilit ie s M a n a g em e n t A d m in istra to r B a rb a ra J . Co m pto n > R e co rd s M anag er D a rle n e A . Ed e n > C o n fe re n c e C o o rd in a to r Lin d a M. E s ta c io n > O ffic e S e r v ic e s M anag er L o is K o w a ls k i > R e c e p tio n is t P a t r ic ia A . B e rk e -T a k a c s > R e co rd s T e c h n ic ia n J o y c e W ilso n > R e c o rd s T e c h n ic ia n L is a n e tta M. M cD ade > A d m in is tr a tiv e A s s is ta n t

D eb o rah R ea d , Th o m p so n Hine LLP > G e n e ral C o u n sel

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 Foundation believes that diversity encompasses,

The Foundation seeks to work with external

the quality of life for all citizens of Greater Cleveland. Our ability to achieve this mission

but is not limited to, age, gender, race, national origin,

organizations that reflect, as a group, the diversity of the Greater Cleveland community.

best be pursued if our workforce, grantees, donors, partners and governing body include

religious beliefs, physical abilities and characteristics, sexual orientation, economic circumstances and lifestyle. Thus, the Foundation is committed to fostering a supportive work environment that respects and

individuals of diverse backgrounds, beliefs

appreciates diversity in its many forms and provides

and perspectives.

all staff members with an opportunity to maximize the use of their work-related skills and talents.

and to foster a commitment to excellence can

We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the benefits of diversity.

Finally, in order to achieve the highest standards in all our activities, it is important that the Foundation benefit from the perspectives of many different segments of the community. Toward this end, we seek to collaborate with donors of varying means and interests.

In addition, we encourage those individuals and organizations that appoint members to our board of directors to seek community leaders who will bring varying points of view to committee deliberations.

T H E G O F F S O C IE T Y

M EM BERS OF THE GOFF SOCIETY HAVE ESTABLISHED A FUND OR HAVE MADE CUMULATIVE GIFTS OF $10,000 OR MORE. WE A R E GRATEFUL TO EACH OF THEM. INCLUDING THE 39 ANONYMOUS MEMBERS. FOR THEIR PHILANTHROPIC SUPPORT

STANLEY I. AND HOPE S. ADELSTEIN

ANDREA CONRAD-BACHMAN

DR. NANCY KURFESS JOHNSON

JOAN H. AND RICHARD B. AINSWORTH J R .

MR. AND MRS. WILLIAM E. CONWAY

MR. AND MRS. BROOKS M. JONES

NANCY AMANTEA

JACK* AND JEANETTE CRISLIP

DR. MAX D. AMSTUTZ

TIM AND SUSAN CURTISS

RICHARD E. AND JUDITH S . KARBERG DONALD J . KATT AND MARIBETH FIL IPIC-KA TT

ELIZABETH W. AND WILLIAM M. JONES

KEITH A. AND MARIE S. ASHMUS

DAVID J . DARRAH

MR. AND MRS. ALBERT A. AUGUSTUS

MS. D. J . DAVIE

PAUL S. AND CYNTHIA M. KLUG

MR.* AND MRS. CHARLES P. BAKER JR .

DAVID G. AND ADELAIDE S . DAVIES

STEWART A. AND DONNA M. KOHL

FRED J . BALL AND ELIZABETH S. BALL

MR. AND MRS. J . MICHAEL DAVIS

VILMA L. KOHN, PH.D.

MAL AND LEA BANK

JAMES M. AND ANN M. DELANEY

MARTIN R. KOLB AND SANDRA I. KIELY

DR. AND MRS. M. S . DIXON JR .

D. ROBERT* AND KATHLEEN L. BARBER

JEAN A. LANG

CAROLYN AND DOUG BARR

ADELA D. DOLNEY

MR. AND MRS. TOM H. LANG

HARRY F. AND ELTHA J . BARTELS

SARAH LUND AND ROLAND W. DONNEM

BENSON P. AND VICKI P. LEE

HANNA H. AND JAMES T. BARTLETT

MRS. PHILIP D’HUC DRESSLER

MRS. DAVID LEHTINEN AND FAMILY

SAM BARTLETT

JIM AND ISABELLE DUNLAP

JOSEPH A. BAUER, M.D. AND SALLY E. BAUER, M.D.

THE DUNNING FAMILY

CATHY AND JOHN LEWIS

KENT AND JEANNINE CAVENDER BARES

JOHN J . DWYER

MR.* AND MRS. WAYNE H. iTe WIS JR .

ALAN LERNER AND ERICA NEW

SUSAN LAJOIE EAGAN, PH.D.

MR. AND MRS. CHARLES M. LOMBARDY JR .

LEIGH AND JIM BENNETT

GINNY AND BOB ECKARDT

WILLIAM E. MACDONALD III AND SUSAN W. MACDONALD

LEONARD AND SUSAN BERSON

ANN C. AND RICHARD L. ERNST

ALEX AND CAROL MACHASKEE

WILLIAM AND MARY BECKENBACH

HEATHER AND JEFF ETTINGER

CHARLES P. AND JU LIA S. BOLTON®

LINDA MACKLIN

MRS. ROGER BOND JR .

DORIS ANITA EVANS, M.D.

DAN AND JANICE MARGHERET

GRACE W. BREGENZER

BETTY H. FAIRFAX

RICHARD G. AND CYNTHIA C. MARSCHNER HERBERT R. MARTENS

MR. AND MRS. ROBERT R. BROADBENT

JEAN F. FAIRFAX

JEANETTE GRASSELLI BROWN AND GLENN R. BROWN

MR. AND MRS. NICHOLAS J . FEDERICO

MRS. LEONARD G. MARTIEN

SCOTT AND LAUREN FINE

DR. ELIZABETH B. MASTRANGELO

THE FITZGERALD FAMILY

ELLEN L. MASTRANGELO

LENORE V. BUFORD, PH.D.

j

B. KINGSLEY BUHL I LANCE C.BU H L 1

jM f

ROBERT J . FITZSIMMONS AND MARGARET A. COLLINS

LISA B. MASTRANGELO MARK E. MASTRANGELO

JUDGE LILLIAN W. BURKE

JOHN GABEL

RICHARD AND JOYCE BURKE

YOLANDA AND DON GAMES

MARIANNA C. MCAFEE

ROBERT AND VIRGINIA BURKHARDT

MR. AND MRS. ROBERT A. GARDA SR.

THORNTON D. AND PENNY P. MCDONOUGH

MR. AND MRS. JOHN H. BURLINGAME

ALBERT I. GELLER AND NORMA C. GELLER

JOHN J . AND DOREEN A. MCLAUGHLIN

DAVID AND GINGER CAMPOPIANO

ANIL B. AND PREMA A. GOGATE

DON AND TERRI MILDER

ANNETTE AND NICHOLAS A. CANITANO

GEOFREY AND HELEN GREENLEAF

DENNIS L. MILLER

HARRY AND MARJORIE M. CARLSON

SALLY AND BOB GRIES

JAMIR M. AND RACQUEL A. MILLER

JOHN J . AND TANA N. CARNEY E.

JANE AND JIM GRISWOLD

STEVEN AND DOLLY MINTER

SALLY K. GRISWOLD

WILLIAM A. AND MARGARET N. MITCHELL

JOHN, CHRISTIANE, PATRICK AND OLIVER GUINNESS

J . MICHAEL AND DIANE MONTELEONE

BRUCE AND VIRGINIA CHANEY KELLY CHAPMAN

WILLIAM R. GUSTAFERRO

LINDSAY J . AND DAVID T . MORGENTHALER

ALLISON E. CONRAD CHERKINIAN AND MICHAEL K. CHERKINIAN

SUSAN M. HAFFEY

STEPHEN C. AND AMANDA F. MORRIS

EMILY CHERKINIAN

REV. EDWARD T. AND BRENDA J . HAGGINS

JUDGE CARL AND DEE ANN CHARACTER

EARL F. AND B ETSY* D. MYERHOLTZ

MICHAEL,E. CHESLER

JAMES J . HAMILTON

MR. AND MRS. JOHN G. NESTOR

CORNING CHISHOLM

RALPH W. HAMMOND

MR. AND MRS. FREDERICK NEUBAUER JR .

MR.* AND MRS. M. ROGER CLAPP

HOLSEY GATES HANDYSIDE

CHARLES J . AND PATRICIA PERRY NOCK

MICHAEL A. AND SUSAN K. CLEGG

RANDOLPH M. AND TERI A. HANSEN

JAMES A. (DOLPH) AND FAY-TYLER NORTON

MRS. KENNETH CLEMENT

SONDRA AND STEVE HARDIS

MRS. R . HENRY NORWEB JR .

DORIS A. CLINTON-GOBEC

WILLIAM E. AND NANCY M. HARRIS

JOE AND ARLINE NOSSE

GINNY AND BOB CLUTTERBUCK

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

ANN AND BOB O’BRIEN

KAREN M. AND KENNETH L. CONLEY

CLARK HARVEY AND HOLLY SELVAGGI

MR. AND MRS. WILLIAM M. OSBORNE JR .

CAROLINE CONRAD

DONALD F. HASTINGS AND SHIRLEY T. HASTINGS

J . WARD PALLOTTA

ROBERT AND JEAN CONRAD

HENRY R. HATCH AND BARBARA HITCHCOCK HATCH

MARJORIE K. PALLOTTA

SUSAN CONRAD

WILLIAM R. AND CONSTANCE S . HAWKE

CHARLES G. PAULI

LAURA R . HEATH

JAMES E. AND BARBARA G. PEARCE

DECEASED

PRESTON B. HELLER JR .

EMILY M. PECK

BEVERLY G. AND ALBERT M. HIGLEY J R .

MACGREGOR W. PECK

ANNE AND THOMAS HILBERT

GILBERT S . PEIRCE

DEBRA HIRSHBERG AND JAM IE HECKER

KATHERINE AND JAMES PENDER

ROBIN AND MEACHAM* HITCHCOCK

GEORGE J . PICHA, M.D.

ARLENE AND ARTHUR S. HOLDEN

RICHARD W. AND PATRICIA R . POGUE

THE LOUISE H. AND DAVID S . INGALLS FOUNDATION

MAX AND LINDA PROFFITT

MR. AND MRS. JONATHAN E. INGERSOLL B. SCOTT ISQUICK

CAROL A. RALSTON MRS. ALFRED M. RANKIN VICTOIRE AND ALFRED M. RANKIN JR .

CHARLES A. AND I LANA HOROWITZ RATNER

F.

JAMES AND RITA RECHIN

O RGANIZATIONS AND C O RPO RATIO NS WHO ARE

THE JUNIOR LEAGUE OF CLEVELAND, INC.

M EM B ER S OF THE G OFF SO C IE TY

LAKE COUNTY HISTORICAL SOCIETY

WILLIAM HUGHES ROBERTS

THE ADHESION SOCIETY

LAKEWOOD HISTORICAL SOCIETY

DR. RICHARD AND KATHRYN ROBINS

AMERICAN CANCER SOCIETY, OHIO DIVISION INCORPORATED

LEADERSHIP CLEVELAND

AMERICAN ORFF-SCHULWERK ASSOCIATION

LESBIAN GAY COMMUNITY SERVICE CENTER OF GREATER CLEVELAND

DONNA AND JAMES REID DAVID P. AND SANDRA REIF

THE LAKEWOOD FOUNDATION

MR. AND MRS. RAYMOND M. REISACHER

SCOTT D. AND LAURIE L. ROULSTON

THE LINCOLN ELECTRIC FOUNDATION

MR. AND MRS. THOMAS H. ROULSTON

ANTIOCH BAPTIST CHURCH

MR. AND MRS. RICHARD H. RYE

ASSOCIATION OF ASIAN INDIAN WOMEN IN OHIO

THE CLEVELAND CHAPTER OF THE LIN KS, INC.

THE ASTRUP COMPANY

LIN KS, INCORPORATED WESTERN RESERVE CHAPTER

AURORA SCHOOLS FOUNDATION

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

THE MOLLY BEE FUND

LUTHERAN METROPOLITAN MINISTRY ASSOCIATION

KATHARINE B. SCANLON BOB SCHNEIDER LINDA BURWASSER SCHNEIDER THE REVEREND DANIEL HOLT SCHOONMAKER AND LAEL A. STONE, M.D.

LYRIC OPERA CLEVELAND

BETHANY BAPTIST CHURCH BLACK PROFESSIONALS ASSOCIATION CHARITABLE FOUNDATION

MEDICAL MUTUAL OF OHIO, INC.

BP AMERICA INC.

NORTH COAST COMMUNITY HOMES ENDOWMENT FUND

MRS. ELLERY SEDGWICK J R .

THE BRANDON FAMILY FOUNDATION

NORTHEASTERN NEIGHBORHOOD DEVELOPMENT CORP.

NED AND DOROTHY SEIBERT

BUCKINGHAM, DOOLITTLE & BURROUGHS - CLEVELAND

MR. AND MRS. JOHN SHERWIN JR .

CALFEE, HALTER & GRISWOLD LLP

NORTHWEST EMERGENCY TEAM

REGINALD AND LYNN SHIVERICK

CENTER FOR COMMUNITY SOLUTIONS

THE OHIO HUMANITIES COUNCIL

TERRY SHOCKEY, FLORENCE* E. SHOCKEY AND BUD* (LO V ELL) SHOCKEY

JIL L SCHUMACHER

NORTHERN OHIO OPERA

THE OHIO SAVINGS BANK CHARITABLE FUND

CITY OF CLEVELAND THE CITY CLUB FORUM FOUNDATION

OLIVET INSTITUTIONAL BAPTIST CHURCH

RUTH J . SKULY AND LEO A. DEININGER

CIULLA, SMITH & DALE LLP

POINT ONE - BEHAVIORAL HEALTHCARE NETWORK

MRS. EDWARD W. SLOAN J R .

CLEVELAND ARTS PRIZE

ROBERT L. AND ANITA L . SMIALEK

CLEVELAND WOMEN’S CITY CLUB FOUNDATION

PRICEWATERHOUSECOOPERS LLP

COMMUNICATIONS WORKERS OF AMERICA-DISTRICT 4

M W PRINCE HALL GRAND LODGE OF OHIO

DEBORAH ANN SMITH

PREVENT BLINDNESS OHIO

MRS. KENT H. SMITH

CONLEY CANITANO & ASSOCIATES

PROVIDENCE HOUSE, INC.

RUSSELL H. AND GRETCHEN H. SMITH

CUYAHOGA COUNTY PUBLIC LIBRARY

RPM INTERNATIONAL INC. RECOVERY RESOURCES j

DAVID S . SNAPP AND VIRGINIA ROBERTS SNAPP

CUYAHOGA VALLEY ENVIRONMENTAL EDUCATION CENTER

FRANK U. SOWELL AND LINDA A. JACKSON SOWELL

DEACONESS COMMUNITY FOUNDATION

SBC

EDWARD J . AND ELIZABETH STARR

DRESS FOR SUCCESS CLEVELAND

ST. JAMES A.M .E . CHURCH

BILLIE HOWLAND STEFFEE

EARLY CHILDHOOD ENRICHMENT CENTER

ST. PHILOMENA CATHOLIC CHURCH

JAMES P.STO R ER

EAST SIDE CATHOLIC CENTER AND SHELTER

SIGMA PI PHI FRATERNITY - TAU BOULE

FRANK AND BARBARA SULLIVAN

EATON CORPORATION FOUNDATION

SMALL BUSINESS NEWS, INC.

THOMAS C. SULLIVAN J R .

FAIRFAX RENAISSANCE DEVELOPMENT CORPORATION

GEORGE B .STO R ER FOUNDATION, INC.

THOMAS AND SANDY SULLIVAN

FAMILY PLANNING ASSOCIATION OF NORTHEAST OHIO, INC.

UNITED BLACK FUND OF GREATER CLEVELAND, INC.

ALICE AND BELA SZIGETHY

FINE ARTS ASSOCIATION

UNITED WAY SERVICES

DUDLEY J . TAW

FIRST UNITED METHODIST CHURCH

THE VILLAGE FOUNDATION (BAY VILLAGE)

MIKE AND JANE TELLOR

FLORENCE CRITTENTON SERVICES OF GREATER CLEVELAND, INC.

WOMEN’S COMMUNITY FOUNDATION

MR. AND MRS. JOHN M. TURNBULL

FRIENDS OF THE SHAKER HEIGHTS PUBLIC LIBRARY

YOUTH CHALLENGE

JOSEPH TZENG

GEAUGA COUNTY HISTORICAL SOCIETY

PHILIP R. UHLIN

GLENVILLE ALUMNI ASSOCIATION

PAUL AND SONJA UNGER

GOODRICH SOCIAL SETTLEMENT

CATHERINE G. AND DALE E. VERES

GREATER CLEVELAND ALUMNAE CHAPTER OF DELTA SIGMA THETA SORORITY, INC.

SENATOR AND MRS. GEORGE V. VOINOVICH

HAMPTON UNIVERSITY ALUMNI ASSOCIATION OF CLEVELAND

MICHAEL WALLER AND DEBORAH THIGPEN WALLER

HELP FOUNDATION, INC.

CYDNEY WEINGART

THE CATHERINE HORSTMANN HOME

MRS. PETER WELLMAN

THE INTERMUSEUM CONSERVATION ASSOCIATION

WILLIAM WENDLING AND LYNNE E. WOODMAN

INTERNATIONAL PARTNERS IN MISSION

MARGIE AND JOHN WHEELER

INTERRELIGIOUS PARTNERS IN ACTION OF GREATER CLEVELAND

MICHAEL AND JOANN WHITE

MARGARET A. AND R. LIVINGSTON IRELAND FOUNDATION

BRADLEY W. WHITEHEAD AND AMY WEISBERG-WHITEHEAD

IRISH AMERICAN ARCHIVES SOCIETY

CARMEL B. WHITING

THE JUDGE PERRY B. JACKSON SCHOLARSHIP FOUNDATION, INC.

CHARLES D. WHITMER AND MARY G. WHITMER

REVEREND A. WILLIAM JAMERSON MEMORIAL SCHOLARSHIP COMMITTEE

DAVID P. WILLIAMS III AND JANICE CROSS-WILLIAMS RUTH WILLIAMS MRS. MICHAEL A. WIPPER MARGARET W. WONG JOHN AND JACQUELINE WOODS ROBERT J . AND JANET G. YAROMA JOHN STANLEY AND MARGARET INGERSOLL ZITZNER DECEASED

Frederick

Har

%-Cgaqj (Society STANLEY I. AND HOPE S . ADELSTEIN

DONNA STEEN DETTNER

GAY C. AND JAMES T. KITSON

ROBERT SCHNEIDER

TANYA M. ALLMOND

HENRY AND MARY DOLL

NORMAN F. AND SANDRA L . KLOPP

NED AND DOROTHY SEIBERT

PETER AND JANE ANAGNOSTOS

JOHN E. DOXSEY

AUGUST AND OLGA KOENIG

CATHERINE SWING SELLORS

LOIS M. APPLEGATE

PATRICIA JANSEN DOYLE

STEWART AND DONNA KOHL

DR. GERALD AND PHYLLIS SELTZER

MARVELOUS RAY BAKER

RUTH A. DREGER

VILMA L. KOHN, PH.D.

MR. AND MRS. JOHN SHERWIN J R .

FRED J . BALL AND ELIZABETH S . BALL

KEVIN ELLISON

MARTIN R. KOLB AND SANDRA KIELY KOLB

MAL AND LEA BANK

DORIS ANITA EVANS, M.D.

JUNE R . KOSICH

ROBERT V. SPURNEY AND FLORENCE W. SPURNEY

D. ROBERT* AND KATHLEEN L. BARBER

BETTY H. FAIRFAX

MR. AND MRS. PHILIP L. KRUG

CATHY A. STAWARSKI

RONALD C. BARNES

JEAN F. FAIRFAX

MARJORIE AND SAMUEL LAMPORT

BILLIE HOWLAND STEFFEE

HANNA H. AND JAMES T. BARTLETT

M RS.JO SEPH IN E R.SLOAN

LAUREN AND SCOTT FINE

MR. AND MRS. TOM H. LANG

RALPH E. AND BARBARA N. STRING

RICHARD AND MARY BATYKO

RICHARD FINK

WILLIAM F. LAURIE AND GEORGIA E. LAURIE

MR. AND MRS. JOSEPH H. THOMAS

JEAN A. BELL

HELEN V. FITZHUGH

MR. AND MRS. CHARLES LEAMY

DAVID AND ELLEN VAN ARSDALE

LINDA M. BETZER

VIRGINIA Q. FOLEY

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

DR. CEDOMIL* AND MARY VUGRINCIC

LEONA BEVIS

C. HENRY AND CARYN FOLTZ

MR. AND MRS. G. RUSSELL LINCOLN

MR. AND MRS. RICHARD B. WERNER

ROBERT E. BINGHAM*

EDDIE FRYER

KENNETH A. LINSTRUTH, M.D.

JOHN A. WIEGMAN

CAPRICE H. BRAGG

JOHN GABEL

CHARLES S. LURIE, CLU

WILLIAM WENDLING AND LYNNE E. WOODMAN

JEANNETTE W. BREWER

PHILIP H.* AND JANE G. GEIER

THOMAS E. AND PATRICIA A. LUSK

THOMAS R . AND DOROTHY G. WIGGLESWORTH

ARTHUR V. N. BROOKS

ROBERT M. AND BARBARA GINN

SHELDON AND MARILYN MACLEOD

HAZEL MARTIN WILLACY

LENORE V. BUFORD, PH.D.

JULIANNE GOSS

FRANKLIN F. MARTIN

GEORGE E. AND ROLANDE G. W ILLIS

GEORGE W .* AND HELEN BOGGIS BURDG

WINIFRED H. GRAY

ALINE G. MASEK

GENEVIEVE AND A. CARTER WILMOT

ROBERT AND VIRGINIA BURKHARDT

SALLY K. GRISWOLD

FATHER JOHN R. MCCARTHY, PH.D

MR. AND MRS. H. ROBERT WISMAR J R .

MINNA S. BUXBAUM

DR. MICHAEL J . GRUSENMEYER

STEVEN AND DOLLY MINTER

MR. AND MRS. DAVID L. YEOMANS

MANNY AND CARMELLA CALTA

BARBARA GUSTAFSON

WILLIAM A. AND MARGARET N. MITCHELL

PATRICK ZOHN

TOM* AND PEGGY CAMPBELL

REVEREND EDWARD T. HAGGINS

ARTHUR P. MOEBIUS

HARRY AND MARJORIE M. CARLSON

MARY LOUISE AND RICHARD HAHN

DIANE L. MOFFETT MARY B. MOON

MARY C. CARTER

ALICE HAMILTON

KATHLEEN A. CERVENY

AWILDA HAMILTON

JOHN B. MOORE

KELLY CHAPMAN

MARCIA G. HANDKE

ANN MORGAN

JOSEPH A. CHMIELEWSKI

HOLSEY GATES HANDYSIDE

ROBERT D. AND JANET E. NEARY

MICHAEL A. AND SUSAN K. CLEGG

RANDOLPH M. AND TERI A. HANSEN

MR. AND MRS. JOHN G. NESTOR

RUTH H. COHN

MARY JANE AND SHATTUCK HARTWELL

JAMES A. (DOLPH) AND FAY-TYLER NORTON

RICHARD H. AND CATHY L. CRABTREE

DOROTHEA JEAN HASSLER

MRS. R. HENRY NORWEB JR .

PITT A. AND SALLY CURTISS

BEVERLY G. AND ALBERT M. HIGLEY JR .

JOHN F. O'BRIEN

BETH DARMSTADTER

EDITH FELLINGER HIRSCH

MR. AND MRS. STANLEY C. PACE

PHILIP DAWSON

MICHAEL J . AND SUZANNE I. HOFFMANN

MARGARET PATCH

RONALD D.HOLMAN

DR. AND DR. MAHESH PATEL

P. CLARK HUNGERFORD

BARBARA H. PATTERSON

KATHERINE AND JONATHAN INGERSOLL

FREDERICK W. PATTISON

Members of the Legacy Society have planned a future gift through the Foundation to our community through a bequest, trust, pooled income fund, life insurance, charitable gift annuity or charitable remainder trust. We are deeply grateful to each of them, including the 18 anonymous members, for their foresight in helping to fund future needs of our communit' nlSfa 4 * .

40

JER R Y AND MARTHA JARRETT

KATHERINE AND JAMES PENDER

ELIZABETH W. AND WILLIAM M. JONES

ARVID S . AND MARIANNE B. PETERSON

ANNE C. JUSTER

DAVID R. PIERCE AND PHILIP M. CUCCHIARA

WALTER C. KELLEY

FLORENCE K. Z. POLLACK LUCIA C. POMEROY CAROLINE BREWER GOFF PRENTISS WILLIAM HUGHES ROBERTS JAMES L. RYHAL JR .

LYNN SARGI

The funds listed below w ere d esignated fo r the e d u catio nal, charitable and public needs of the co m m unity un less oth e rw ise noted.

We are g ratefu l fo r each of them .

Alburn Fam ily Endo w m ent Fund

Ja m e s and A lice M ecredy C h aritab le G ift Annuity

Established by the Estate of Doris Alburn

Established by James R. and Alice Mecredy to benefit the Boy Scouts of America and the Lakewood Kiwanis Scholarship Program

Jean T e rry Bauder Fund Established by the Estate of Jean Terry Bauder

Ste ve M inter City Club Forum Fund Established by donors in recognition of Steve Minter

Cleveland Sch oo ls Book Fund Established by Stephen and Amanda Morris to provide books or

Steve M inter C o nference C enter Endow m ent Fund

equivalent learning materials to promote literacy, good citizen­

Established by many donors in honor of Steve Minterâ&#x20AC;&#x2122;s retirement

ship, and positive values of students in the Cleveland Municipal

and his accomplishments throughout his career

School District M acGregor Peck C h aritab le G ift A nnuity Henry C. Doll C h aritab le G ift Annuity

Established by MacGregor Peck to benefit the JMW Luke Fund of

Established by Henry Doll to benefit The City Club Forum

The Cleveland Foundation

Foundation Fund Frank H. and Nancy L. Po rter Fund L. Paul and Iv a V. G ilm ore Fund

Established by the estate of Frank H. and Nancy L. Porter

Established by the Estate of L. Paul and Iva V. Gilmore E. J . Rothm an G ift Annuity The W allace L. G rossm an F am ily T ru st

Established by E. J . Rothman for the future benefit of Nature

Established by the Estate of Wallace Grossman to support and

Center at Shaker Lakes

contribute to research relating to the causes, prevention and cure of schizophrenia and to programs for the care, treatment

Joh n A. W iegm an C h aritable Rem ainder T ru st

and rehabilitation of those suffering from this affliction

Established by John A. Wiegman to benefit The Cleveland Play

Edward T . Haggins C h aritab le G ift Annuity

Museum

House, Church of the Savior, Ohio University and Dunham Tavern Established by Rev. Edward Haggins to benefit the Ruth BoazHaggins Foundation Fund of The Cleveland Foundation Mary Jan e H artw e ll C h aritab le G ift Annuity Established by Mary Jane Hartwell The Le slie and Elizab eth D. K ondorossy Fund

NEW

Established by the Estate of Elizabeth D. Kondorossy to benefit the Musical Arts Association, Oberlin College and Judson Retirement Community

4

/

NAMED

FUNDS

The funds listed below were designated for the educational, charitable and public needs o f the community unless otherwise noted.

Anonymous (6) The Allmond-Jackson Family Fund Established by Tanya Allmond The Harry F. and Eltha J . Bartels Family Fund Established by Harry and Eltha Bartels The William C. and Mary W. Beckenbach Fund Established by William and Mary Beckenbach Joan & Charlie Brown Family Gift Fund Established by Charlie and Joan Brown Ruth Boaz-Haggins Foundation Established by Rev. Edward T. and Brenda J. Haggins Michael E. Chesler Foundation Established by Michael Chesler Chiarucci-O’Brien Family Charitable Trust Established by Robert and Ann O’Brien Community Enrichment Fund Established by an anonymous donor W. R. Cosgrove Family Charitable Fund Established by William and Lori Cosgrove Robert & Adele Darrah Memorial Foundatig for St. Ignatius of Antioch Church Established by David Darrah J . Michael and Amy S. Davis Gift Fund J Established by J . Michael and Amy Davis ^ Dr. and Mrs. M. S. Dixon Jr. Foundation ™ Established by Morris and Jill Dixon Zoann Little Dusenbury Fund Established by Zoann Dusenbury

Betty H. and Jean E. Fairfax Fund In Support of Public Education In Cleveland Established by Betty and Jean Fairfax to support the Cleveland Municipal School District or successor agencies that administer public education in Cleveland, Ohio; programs that facilitate the participation and enrollment in community colleges of students in Cleveland’s public schools; and nonprofit organizations that advocate, promote and/or monitor public education in Cleveland The Feel-Good Foundation Established by Jane and Fritz Neubauer to assist in m eeting the financial needs of nonprofit organizations that help ch ild re n to "feel good” physically, mentally and emotionally ^ The Fitzgerald Family Fund Established by Gary and Deborah Fitzgerald Robert J . Fitzsimmons and Margaret A. Collins Fund Established by Robert J . and Margaret A. Fitzsimmons The Gogate Foundation Established by Anil B. and Prema A. Gogate The Gulick Family Foundation Established by James and Sheila Gulick William E. Harris Family Fund Established by William and Nancy Harris Nancy Kurfess Johnson Fund Established by Nancy Kurfess Johnson, M.D. Legacy Village Lyndhurst Community Funds Established by Legacy Village Partners, LLC to support philan­ thropic and other charitable purposes in Lyndhurst, Ohio and its contiguous communities and the South Euclid-Lyndhurst public schools W. Rankin Lewis and Virginia M. Lewis Family Fund Established by Virginia Lewis Marianna C. McAfee Fund Established by Marianna McAfee for support of charities in arts, cultural and health fields

Shirley R. Nook Fund Established by Shirley Nook The James B. Oswald Company Cha Established by The James B. Oswa Pajarillo Fund Established by Karen Pajarillo The Paspek Family Charitable Fund Established by Gloria and Stephen Paspek Jr. for support of education and research The Frank H. and Nancy L. Porter Advised Fund Established by the Estate of Frank H. and Nancy L. Porter Philip L. Rice Family Foundation Established by Philip and Lisa Rice Richard Family Fund Established by Ronald and Elizabeth Richard John and Eliza Saada Charitable Fund Established by John and Eliza Saada Rajanee and Ashok Shendure Charitable Fund Established by Ashok and Rajanee Shendure Reginald and Lynn Shiverick Established by Reginald and Lynn Shiverick The Stevens Fund Established by Michael and Laraine Stevens The Turnbull Family Fund Established by Mr. and Mrs. John M. Turnbull to encourage entrepreneurship and education in young people The Virginia Fund Established by James E. and Barbara G. Pearce for support of philanthropy in arts, cultural and social services The Helen B. and Charles M. White Charitable Fund Established by an anonymous donor Frank Zack Fund Established by individual donors

Forest City Dental Society Dr. Jefferson Jones Scholarship Fund Established by the Forest City Dental Society to provide sch o larsh ip s to African-A m erican dental students attending Case W estern Reserve University School of Dentistry Dr. Rosem ary Herpel Scholarship Fund Established by various donors to support professional development of teachers and principals Ruth Alice Jaco bs Roe M em orial Scholarship Fund Established by Carol Ralston to provide scho larship s to dedicated students and n u rses The Cydney W eingart Fund Established by Cydney W eingart to provide sch o larsh ip s for worthy students

New Sc holarship Funds

45

Goodrich Social Settlement Directors: S. Sterling McMillan I I I , Richard W. Pogue, Ann L.

9

A supporting organization of both The Cleveland Foundation

The Higley Fund

Louise Hahn, Steven A. Minter, Albert B. Ratner, Adele Z. Silver, Arthur W. Treuhaft

Directors: Jam es M. Delaney, Albert M. Higley J r ., Beverly G. Higley, Michael J . Hoffmann (effec­ tive April 2004), Steven A. Minter (completed term March 2004), Janet E. Neary The McDonald Fund Directors: Gary Bleiweiss, Peter Broer, The City of Clevelandâ&#x20AC;&#x2122;s Cable Television Minority Arts and Education Fund Directors: Rev. Elmo A. Bean (completed

John C. Ellsworth (deceased Ju ly 2003), David G. Hill, Eric Tolbert, Ernest Wilkerson Jr.

term March 2004), Hon. Roosevelt Coats,

The Medical Mutual of Ohio

Barbara

Charitable Foundation

J.

Danforth

(effective

April

2004), Sharon H. Glaspie (effective April 2004), David G. Hill (completed term

Directors: Jam es M. Delaney, Arthur Lavin, M.D., Margo Roth, Susan M.

March 2004), Michael J . Hoffmann, Steven A. Minter, Hon. Sabra Pierce Scott,

Tyler, Thomas E. Wagner, Esq.

Yvonne Pointer-Triplett, Hilary S. Taylor

The Sherw ick Fund

The Alton F. and Carrie S . Davis Fund Directors: Marjorie M. Carlson, Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr.,

The Treu-M art Fund

Marotta, Michael J . Hoffmann, Steven A. Minter

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

M.D., Adrienne Lash Jones, Ph.D., Harvey

The Billie Howland Steffee Family Fund

G. Oppmann

Directors:

Susan W. Cargile, Susan

Lajoie Eagan, Ph.D., Steven A. Minter, Jon H. Outcalt, Billie Howland Steffee

and The Jewish Community Federation of Cleveland Directors: Hanna H. Bartlett, Henry J . Goodman, Mary

The WCLV Foundation Directors: Robert D. Conrad, Susan Lajoie Eagan, Ph.D., (completed term March 2004), Richard G. Marschner, J . T .

Mullen (effective April 2004), Steven A. Minter, Jerrold F. Wareham

V

V

V

banks

In v e st m e n t M a n a g e m e n t fir m s

In d iv id u a l A d v iso rs

Indexed m u tu a l Fun ds

Bank One Ohio Trust Co., NA 600 Superior Avenue Cleveland, O H 44114 FirstMerit Bank, NA 101 West Prospect Avenue Suite 350 Cleveland, O H 44115 The Huntington Trust Co., NA 917 Euclid Avenue Cleveland, OH 44115 Key Trust Company of Ohio, NA 127 Public Square 17th Floor Cleveland, O H 44114 National City Bank 1900 East Ninth Street Cleveland, O H 44114 Northern Trust Bank, FSB 127 Public Square Suite 5150 Cleveland, O H 44114

Alliance Capital 3201 Enterprise Parkway Suite 240 Cleveland, O H 44122 Fairport Asset Management LLC 3636 Euclid Avenue Suite 3000 Cleveland, OH 44115 The Glenmede Trust Co., NA One Corporate Exchange 25825 Science Park Drive Suite 110 Beachwood, O H 44122 Gries Financial LLC 1801 East Ninth Street Suite 1600 Cleveland, OH 44114 The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903 Karpus Investment Management 183 Sullyâ&#x20AC;&#x2122;s Trail Pittsford, NY 14534 Lakepoint Investment Partners, LLC Key Tower 127 Public Square Suite 4130 Cleveland, OH 44114 Mellon 30195 Chagrin Boulevard Suite 350W Cleveland, OH 44124 The Private Trust Company 1422 Euclid Avenue Suite 1130 Cleveland, OH 44115 Union Heritage 211 West Fort Street Suite 615 Detroit, MI 48226

Advest Securities

The Vanguard Group

Cleveland Financial Group Ferris Baker Watts FSC Securities, Inc. Goldman Sachs Merrill Lynch McDonald 8c Company

V

External Com mittee Members and Volunteers People give in many ways - including volunteering their time.

Here are some people who serve the community by providing their time, talent and expertise to The Cleveland Foundation.

AFRICAN-AMERICAN ADVISORY

OUTREACH

COMMITTEE

COMMUNICATIONS EXTERNAL

COMMITTEE

ADVISORS

Investment Committee Consultants: B. Grady Durham, President,

The Reverend Elmo Bean

Karen R. Haefling

Teresa Beasley, Esq.

Jerry W. Hoegner

Patrick Sullivan, Monticello

Charles Burkett Jr.

Jeffrey A. Knapton

Associates, Cleveland Office

Inajo Chappel, Esq.

Jam es G. Lubetkin

Monticello Associates, Inc. and

The Honorable Lillian W. Burke

The Foundation also thanks the

Donald Graham

PROMOTING

Donet D. Graves, Esq.

COMMITTEE

Vivian Hairston

EXTERNAL

David Hill, Esq.

Richard B. Ainsworth Jr.

Dr. Adrienne L. Jones

Hanna H. Bartlett

Sarah Kisner

Joseph W. Kampman

PHILANTHROPY

us with gratis work: ADVISORS

Franklin Martin

Bruce Murphy

Betty T. Pinkney

Scott A. Fine

Faye Prout

Jam es B. Griswold

Stephen L. Smith, Esq.

Vivian D. Hairston

Kimberly St. John-Stevenson

Frank I. Harding I I I

Carmel Whiting

Oliver C. Henkel Jr. Jam es R. Pender

LAKE-GEAUGA

COMMITTEE

following companies that provided

Kathy Pender

Barry M. Byron

Maria Quinn, Esq.

Lawrence J . Dolan

Paul J . Schlather

Debra Hershey Guren George B. Milbourn

INVESTMENT

Catherine C. Haworth

EXTERNAL

Ralph R. Doty

Malvin E. Bank

Nancy W. Patterson

David R. Boles

COMMITTEE

ADVISORS

Robert L. Bovinette Robert M. Hamje Frank I. Harding I I I

Marcus Thomas Public Relations Partners

Robert B. Heislerjr.

Chairman and CEO KeyBank Bruce M. Kephart President and CEO Northern Division FirstMerit Bank, NA DanielE. Klimas President Northern Ohio Region The Huntington National Bank James M. Malz President Cleveland Market Bank One,NA Philip L. Rice President and CEO National City Bank

credits

J u lie H rabak

E d itor

M arcia L. Bryant

A ssista nt E d itor

A licia M. C ilib e rto Carol A. H e llya r

E d itorial Assistant E d ito ria l Assistant

Jean A. Lang

E d itorial Assistant

Kathy S. Parker

E d ito ria l Assistant

M arcus Thomas

G raphic Design

A b o u t th e d e s ig n : To convey the sense o f excitem ent and energy from all the projects and programs covered in the year, photography was chosen as the main medium.

To capture real m oments and moods, we chose six local photographers and sent them o u t to g e t visual impressions and interpretations o f the people and projects from 2003.

The photographers’ experience ranges from com mercial to academic to artis tic to photojournalistic.

Mike Wilkes Photography, Inc.

Photography

T ra in e d a t th e D a yto n In s t it u t e o f A r t a n d O hio U n ive rsity , M ik e h a s b e e n p a rt o f C le v e la n d 's p h o to g ra p h ic c o m m u n ity fo r 1 8 y e a rs.

H is s p e c ia ltie s a re " r e a l p e o p le " p o rtr a its a n d p h o to illu stra tio n .

A ls o a t W ilke s S tu d io , J a c q u i Z ie lin sk i, an a ss o c ia te p h o to g ra p h e r, to o k th e s h o t o f C le v e la n d th a t is fe a tu re d a s p a r t o f th e a n n u a l’s co v e r.

R u s s e ll L e e B a s e d in C le v e la n d , R u s s e ll le a rn e d h is c ra ft fro m a ss is tin g lo c a l a n d n a tio n a l p h o to g ra p h e rs.

P h o to g ra p h y

H e s p e c ia liz e s in p e o p le a n d p h o to s th a t " d o n ’t m ean a n y th in g " a n d d re a m e d o f b e in g s tr ic tly a fin e a rt p h o to g ra p h e r u n til th e rea liza tio n th a t "b e in g b ro k e a ll th e tim e re a lly is n 't th a t c o o l."

H o lly M o r r is o n A n a ss o c ia te p r o fe s s o r a t C le ve la n d I n s tit u te o f A rt, H o lly r e c e iv e d h e r M FA fro m C ra n b ro o k A ca d e m y o f A r t a n d h e r B FA fro m th e K a n sa s C ity A r t In s t it u t e . H e r w o rk is p a rt o f n u m e ro u s p u b lic a n d p riv a te c o lle c tio n s a c r o s s th e co u n try . S h e w a s a w a rd e d th e C le v e la n d A rts P riz e in V isu a l A r ts in 1 99 8.

G r e g R u f f in g G re g is a C le v e la n d fre e la n c e p h o to jo u rn a lis t s p e cia liz in g in fe a tu re s , p o rtr a its , s p o r t s , n e w s a n d d o cu m e n ta ry p h o to g ra p h y.

H is fa v o rite fo o d is H un ga ria n g a r lic sa u sa g e . H is fa v o rite C le v e la n d s p o t is th e s t e e l m ills, a n d h is fa v o rite ca m e ra is a p la s tic H o lg a h e ld to g e th e r b y d u c t tape.

P a u l S a b o ta P a u l is a p h o to g ra p h y m a jo r a t th e C le v e la n d In s t it u t e o f A rt a n d is s c h e d u le d to g ra d u a te in M a y o f 2 0 0 5 . H e h a s w o rk e d fo r b o th local a n d n a tio n a l p h o to g ra p h e rs a n d h a s a ls o h a d h is w o rk e x h ib ite d a c ro s s th e co u n try .

M a rie H o A s e n io r p h o to jo u rn a lis m a n d s o c io lo g y m a jo r a t K e n t S ta te U n ive rsity , M a rie s p e n d s h e r fre e tim e e x p lo rin g C le v e la n d ’s lib ra rie s, m u s e u m s a n d p u b lic tra n s p o rta tio n s y s te m . S h e c u rr e n tly w o rk s fo r C le v e la n d ’s S u n N e w s p a p e rs a s a p h o to strin g e r.

The Im age Works

P h o to g ra p h y

P h o to g ra p h y

S te v e n A. M in te r C o n fe re n c e C e n te r The Cleveland Foundation’s Steven A. Minter Conference Center is a convenient and affordable meeting space available for use by nonprofit organizations, professional associations and government agencies. It can accommodate up to 85 participants and includes state-of-the-art audiovisual equipment.

The conference center is available, free of charge, Monday through Friday, 8:30 a.m. to 4:00 p.m. Call the Foundation’s conference coordinator at 216.861.3810 to reserve your next meeting.

P h o to g ra p h y

P h o to g ra p h y

Board Photography

For a copy o f our 2003 grants list or permanent funds list, please visit our Web site a t www.clevelandfoundation.org or call the Communications and Marketing Department at

The Cleveland Foundationâ&#x20AC;&#x2122;s mission is to enhance the quality of life for all residents of Greater Cleveland, now and for generations to come, by building community endowment, * addressing needs through grantmaking . and providing leadership on key community issues.