THE C L E V E L A N D 2004 a n n u a l re p o rt
f O
U
n d d t i O
n
letter
grantmaking
2
overview
from the board chairman and president & ceo
4
6 board-directed
initiatives financial
highlights
board of
directors
30 donor
highlights
40
41
theCleveland foundation
2004
h ighlights
•
Celebrated 90 years of operation. •
Reached a g ra n tm a k in g
m ile ston e of d is trib u tin g m ore than $1 billion to m eet c o m m u n ity needs. • Achieved a high w a t e r m a r k of $1.633 billion in assets. • Received nearly $4-2 m illio n in new gifts. • A u th o riz e d more than $86.5 m illio n in grants. •
Created a separate d o n o r services fu n c tio n w ith in o u r
gift planning d e p a rtm e n t to provide enhanced services to o u r donors. •
B ecam e th e first
c o m m u n ity foundation to join Living Cities, the natio na l c o m m u n ity d e ve lo pm e nt initiative c o m m itte d to revitalizing A m e ric a's great urban centers. Living Cities is s u pp orte d by, and co m p rise d of, m a jo r natio na l founda tio ns and fin an cia l in stitutio ns, such as th e Rockefeller, Ford, Robert Wood Johnson, John D. and Catherine T. M a c A rth u r and Annie E. Casey foundations. •
Launched the $5 m illio n A rts A d v an ce m e nt P ro g ra m to a ddress the ch ro n ic
undercapitalization of C leveland-area m id-sized a rts organizations. • Made a $1 m illio n g ra n t to the "Invest in C hildren" initiative, w hich su p p o rts the w e ll-b e in g of Cuyahoga County's youngest residents.
I f YOU HAVE B U ILT C A ST LES IN TH E A IR , YOUR WORK NEED NOT BE LOST; TH AT IS W H ERE T H EY SHOULD B E . - THOREAU
Now PUT TH E
FOUNDATIONS U N D ER TH EM .
B. R I C H A R D A N D B O A R D C H A I R M A N J O H N S H E R W I N J R
AS
WE
r e f l e c t
on
2004,
we are re m in d ed
that your c o m m u n ity foundation is only as great as the c o m m u n ity it serves. We are privileged to w itn e s s this every d a y in o ur w o r k w ith our co m m u n ity 's outstandin g no np ro fit org anizations and w ith the dedicated civic leaders c o m m itte d to im proving education, healthcare, social services, the a rts, physical and economic development, and green space. For 90 years, The Cleveland Foundation has used its financial resources, convening s k ills and role as a c o m m u n ity lea d er to enhance the q uality of life in Greater Cleveland in all of these areas. This a nnual re p o rt high lig h ts many of the ways in which the Foundation touched the lives of countless people last year th ro u g h o u r g rantmaking and leadership e ffo rts on key c o m m u n ity issues. In 2004, the Foundation was able to d is trib u te a re c o rd -h ig h $86.5 m illio n in grants, tha n ks to o u r large e n d o w m e n t and the more than $4-2 m illio n in new g ifts received last year alone fr o m generous G reater Clevelanders who believe in w ha t we do and e n tru s t us to fu lfill their p h ilan th ro p ic dreams. We ask that you do m ore than ju st read this annual re p o rt. We ask th at you join us in celebrating the "quiet renaissance" that is taking place th ro u g h o u t our neighborhoods, our d o w n 足 town and the region. We ask that fo r the next few minutes, you pause and think about w h a t is new, exciting and diffe re n t about Greater Cleveland today than ju s t a s h o rt tim e ago. In a lm o s t every case, The Cleveland Foundation has been there as a funder, a leader or convener. Join us on this reflective journey. We think y o u 'll be pleasantly su rp rise d ...
N E W V O I C E S . Can you hear them? From a weekly
e lectronic magazine that ce lebrates Cleveland's artistic, social, and c u ltu ra l events and offers an open fo ru m fo r debating ju st about anything, to a planned region-w id e e ffo rt to include hundreds of thousands of N orth e a st Ohio residents in sharing th e ir views on regional economic development priorities, to innovative p ro g ra m s designed to create the next generation of civic leaders, new voices are being heard loud and clear. More im portantly, these voices are being w elcomed as never before in the ongoing deliberations about how to overcome Cleveland's c u rre n t challenges. NEW
IDEAS.
Alternative energy sources? Why not?
Exploration of this possibility became a reality last year with
n e w
p r o j e c t s .
Do you know w h ich pro ject has
been talked about fo r more than 50 years but finally became a
a grant to the Great Lakes Science Center to erect a wind turbine
reality in 2004? The $200 m illio n fa ce lift of Cleveland's historic
on its site adjacent to Lake Erie, our greatest and largely
grand boulevard, Euclid Avenue, has begun. It re p res e nts one of
untapped n a tural resource, for the purpose of dem onstrating
the large st investm ents in Cleveland by the federal g overnm ent
how Cleveland might contribute to a solution fo r the nation’s
and is a te stim on ia l to the incredible level of cooperation by
energy and air quality problems. What about a regional approach
so many entities - all of w h o m believe that Euclid Avenue can
to economic development? Could a multi-county, Northeast
be returned to its fo r m e r grandeur. From our w in d o w s here
Ohio collaboratio n of fu nders agree to contribute to one large
at the Foundation we also are watching the c o n struc tio n of Idea
pool of investm ent capital fo r the benefit of the entire region?
Center, a s ta t e -o f-th e - a rt education and digital b roadcast center
This has proved not only possible, but also a reality as 68 funders
the result of a p a rtn ersh ip between Playhouse Square Center
have com m itted over $28 million to The Fund For Our Economic
and WVIZ/PBS and 90.3 WCPN, our local public television and
Future - an effort that has garnered national attention.
radio stations.
GreaTer TOGeTHer These are ju s t a few examples of the "quiet renaissance." We don't pretend that significant challenges don't exist. Our daily w o rk demands that we recognize the need for a deeper understandin g of the c o m m u n ity 's n u m e ro us problem s and seek innovative ways to address them . But we also believe that Greater Cleveland is changing for the better. We are excited about this c o m m u n ity's fu tu re and invite your th o u g h ts a n d id e a s o n h o w w e c a n th in k o u ts id e th e b o x a s w e w o rk to g e the r to improve the quality of life fo r all of us and for subsequent generations of Clevelanders.
PAGE } 3
A sia n S ervices in A ction C leveland M etroparks
j
Hard Hatted Women Jew ish Fam ily Service A ssociation M errick House
j
The M etroHealth System
j
City o f Cleveland
O
|
City of Bedford City of Lakewood City of Maple Heights
I
Community foundations, like The Cleveland Foundation,
City of Brookpark Orange City Schools/O range Com m unity
j
play a special role in the communities they exist to serve,
j
providing grant funding to address issues, solve problems
Education and Recreation Neighborhood P rogress Inc. Parkworks
and take advantage of opportunities and helping donors
The Fund for Our Economic Future
fulfill their own charitable giving goals. They also are called
Civic Innovation Lab
upon to provide leadership in multiple ways. As a neutral
Woodrow W ilson N ational Fellowship Foundation
voice, The Cleveland Foundation frequently plays the role
Cleveland M unicipal School D istrict Cuyahoga County Board of
of convener or educator in discussions of great significance
County Com m issioners A pollo’s Fire: The Cleveland
to Greater Cleveland.
Baroque O rchestra Cleveland Film Society C leveland Public A rt Great Lakes Theater Festival M useum of Contem porary A rt Cleveland Young
A udiences
of
Greater Cleveland
C leveland Executive Fellowship A Coro Program
j .
Rock and Roll Hall o f Fame and Museum Idea Center A rt House National A rts Strategies Stanford Graduate School of Business
This is not a new role fo r our foundation; in fact,
has resulted in the shifting role of senior prog ram officers, now Lakewood YMCA
we have been acting in this capacity since our inception more
called prog ra m directors, so that they are better able to focus
than 90 years ago. However, recently we have been increasingly
on the Foundation's highest priorities. As such, they w ill use their
Cleveland Mayor’s Office
operatin g in this leadership position, being called upon and
expertise and extensive knowledge to identify and address both
The Presidents' Council
stepping out proactively to encourage collaboratio n, assemble
new and emerging com m un ity issues and to build the funding and
funding coalitions, p a rtn e r w ith oth er local and national funders,
co m m u n ity colla boratio ns necessary to address them. P rogram
convene key sta ke h o ld e rs and more.
officers, who have broad-based experiences, are generally
Urban League of Greater Cleveland Presidents’ Council Foundation
These leadership roles change the nature of our
responsible for responding to grant requests that advance the
Economic Growth Foundation
w o rk . As this annual re p o rt shows, at this time in our co m m un ity
Foundation's vision of a co m m u n ity with healthy people and
Case Western Reserve University
and w ith this foundation, there is a growing emphasis that at the
families, vibrant neighborhoods and a thriving economy and
Cleveland State University
end of the day everything we do is about maximizing our impact.
workforce.
While o u r g ran ts are no doubt im p o rta nt, we can play a much
East Cleveland Public Library
We are very excited about this new stru ctu re , and The Great Lakes Science Center
la rg e r role by tapping into a ll of our resources - such as our
believe it is already allowing us to increase the ways in which
know le dge of the c o m m u n ity and ability to be an im p a rtia l
we can be a resource to Greater Cleveland. This Foundation has
Green Energy Ohio
p artic ipant, w hile also representin g those not present in the
90 years of experience in addressing co m m u n ity concerns and
Cleveland C linic Foundation
discussion - not ju s t our m o ne ta ry assets, to really address
is in the unique position of being able to both tackle m a tte rs that
Neighborhood Family Practice
the tr ib u la tio n s N o rth e a s t Ohio is facing.
require a lo n g -te rm outlook and c o m m itm e n t and to foresee
In o rd e r to take the lead in addressing many of these
and attend to those that are on the horizon. It is this knowledge,
issues, we re cently reorganized the s tr u c tu re of our program
expertise and unique position that we continue to use to benefit
staff, which is p rim a rily responsible fo r the Foundation's grant-
N o rtheast Ohio and the people of this region.
A m erican Red Cross, Greater Cleveland Chapter The Cleveland Housing Network Stella M aris
m aking and c o m m u n ity engagement activities. This re s tru c tu rin g
The W.E.B. Du Bois In stitu tefo i \fric a n a n d A frican A m erican Research Habitat for Humanity of Geauga County
Robert E. Eckardt, Dr. P.H.
Lakeland Community College
VICE PRESIDENT FOR PROGRAMS AND EVALUATION
United Way of Lake County
P A G E }5 I
H i
Board-D irected Initiatives are identified by the Foundation’s board of directors as prio rity areas
-DIRECTED
INITIATIVES
and receive significant board attention and staff time, as w e ll as long-term financial com m itm ents Our initial Board-Directed Initiatives were Successful Aging, Neighborhoods and Housing, Economic Transformation, Public School Reform, Early Childhood and Strengthening Mid-Sized A rts Organizations. In recognition of an additional comm unity need, we added a seventh initiative in 2004, Civic Leadership.
{STRENGfHENING
COMPAQ
THE
ARTS}
FILM
F E S T - belov,
SUCCESSFUL
AGING
INITIATIVE
NEIGHBORHOODS
AND
HOUSING
In the second year of the S uccessful Aging Initiative, we made
Grantm aking in this area has begun to take on a more
g ra n ts to w a rd tw o p ro g ra m com ponents - elder engagement
comprehensive approach, moving beyond the development
and e ld e r-frie n d ly co m m u n itie s . A S IA N SERVICES IN ACTION,
of housing to also incorporate quality of life issues that make
C L E V E L A N D M ETRO PARK S, HAR D HATTED WO M EN, JE W ISH
neighborhoods desirable places to live.
FAMILY SERVICE ASSO CIATIO N, M ERRICK HOUSE and THE
NEIGHBORHOOD PROGRESS INC. (NPI) received
M E T R O H E A L T H SYSTEM each received g rants of $50,000
a $3.5 millio n grant and a $250,000 pro g ra m related investment,
to develop paid e m p lo y m e n t an d /o r volunteer o p p o rtunitie s
or PRI, to support a loan pro g ra m that w ill fund co m m u n ity
to keep o ld e r adults engaged in the com m unity.
development corporations' e ffo rts to make physical im proveÂ
To address the creation of co m m u n itie s that are
ments in Cleveland neighborhoods. The organization also
proactive at meeting seniors' needs, we awarded more than
received another grant of $500,000 fo r its "Im provem ent
$170,000 to the cities of C L E V E L A N D ; BEDFORD, in collaboration
to Recovery� neighborhood pro gram , which is helping three
w ith G le n w illo w and Oakwood Village; L AKEW O O D; M AP L E
Cleveland neighborhoods re store m arke t forces, retain and
HEIGHT S, in c o llab o ra tion w ith Bedford Heights and Garfield
grow their population and address quality of life issues,
Heights; BROO K PAR K, in colla b o ra tio n w ith Berea, Columbia
such as education, safety and open space. One way NPI
Township, M iddle burg Heights, Olmsted Falls and Strongsville;
is addressing these issues is through a p artnership with
and ORAN GE CITY S CH OO LS /OR ANG E CO M M UNIT Y EDUCATION
PARKWORK S, a nonprofit organization dedicated to developing
A N D REC REAT ION, in co llaboratio n with Hunting Valley, Moreland
parks and green space. NPI received a $150,000 gra n t fo r
Hills, Orange Village, Pepper Pike and Woodmere. The grantees
its project w ith P a rkw o rk s to develop plans and strategies
w il l conduct an analysis that w ill help them understand the
to create or reshape parks and public spaces in six N PI -
needs of th e ir o ld er re sidents and then develop a five-year plan
supported neighborhoods, making them more attractive
fo r meeting those needs.
to potential residents. In other neighborhood im provem ent efforts, the Foundation provided NPI a $500,000 pro g ra m related investm ent to redevelop the historic Shaker Square shopping area, which has been hard hit by tenant departures, into a daytime shopping and evening dining and e n te rta in m e n t district. The Foundation's loan w ill aid in co n stru ction costs associated w ith the redevelopment effort.
PACE)7 I
INITIATIVES BOARD-DIRECTED
ECONOMI C
TRANSFORMATION
Two of our e ffo rts in economic tr a n s fo rm a tio n grew stro n g e r
created as a vehicle to identify and engage new voices in
co llaborativ e that now includes more than 68 phila nth ropic
economic development, provided funding and m e n to rsh ip to
organizations, and the CIVIC INNOVATION LA B The Foundation
eight projects addressing economic developm ent fr o m diffe re n t
provided a $3.5 m illio n grant, the second pa rt of a $10 m illio n
perspectives. T hrough the Lab, B ackTalk Magazine, Cool
c o m m itm e n t, to the Fund fo r its regional economic t r a n s fo r m a 足
Cleveland, Cleveland365.com, Cleveland Rowing Foundation,
tion p ro g ra m aimed at creating new jobs and economic vitality in
Kalliope Stage, M ic ro sy ste m s Academy, NEOBio and PolicyBrid ge
N o rth e a s t Ohio. In turn, the Fund granted m ore than $8 m illio n to
received g ra nts ranging in size fro m $10,000 to $30,000 and each
fo u r organizations: BioEnterprise, J u m pS ta rt, NorTech and Team
p roject's fo u n d e r w a s paired w ith a mentor.
NEO. These organizations w ere selected based on th e ir alig nm ent {ECONOMIC
TRANSFORMATION)
w ith the Fund's firs t three str a te gic g ra ntm a king focus areas:
T H E F U N D FO R OU R E C O N O M IC FU T U R E C H A IR M A N
ROBERT
fo ste rin g e n tre p re n e u rsh ip and business fo rm a tio n /a c ce le ra tio n ; B R IG G S
The Civic Innovation Lab, w h ic h the Foundation
in 2004: THE FUND FOR OUR ECONOMIC FUTURE, a growing fu nd e rs
creating new, h ig h -g ro w th in d u stry cluste rs; and improving the region's m a rke ting and business sup p o rt services to help em plo ye rs locate, g row and prospe r in N o rth e a s t Ohio.
EARLY
CHILDHOOD
In an e ffo rt to expand our Early Childhood Initiative so as to reach more ch ildren, we provided $1 m illio n to the CUYAHOGA COUNTY BOARD OF COUNTY COMMIS SIO NERS. This allowed county services STRENGTHENING
THE
ARTS)
to be broadened to include the prena ta l period and presch oo l
YOUNG
ch ildren. The o rigin al Initiative was created in 1999 to provide
...................................................
services that would ensure the w ell-b e in g of children fr o m birth to age three in Cuyahoga County.
STRENGTHENING PUBLIC
SCHOOL
REFORM
MID-SIZED
ARTS
ORGANIZATIONS
Building on the success and learnin gs of o ur Building the A rts '
Cleveland's public schools continue to struggle with funding
Strength In Cleveland (BASICs) prog ram , in 2004 the Foundation
difficulties, m ost notably fro m a state funding fo rm u la that bases
launched the A r ts Advancement P ro g ra m (AAP). T hrough a
the a m ount of money available for schools on prop e rty receipts,
vigorous selection process, A P O L LO 'S FIRE: THE C L E V E L A N D
which re s ults in significant inequities across school districts.
BAROQUE ORCHE STRA, THE C L E V E L A N D F IL M SOCIETY,
Within these constraints, we have been a strong
C L E V E L A N D PUBLIC ART, GREAT L A K E S THEATER FESTIVAL,
s u p po rter of the Cleveland Municipal School D istrict (CMSD] and
THE MUSEU M OF CONTEMPORARY ART C L E V E L A N D and YOUNG
have a long history of w o rkin g to improve the p e rfo rm a n ce of its
AUDIENCES OF GREATER C L E V E L A N D were chosen to participate
students by focusing on enhancing teacher training. One grant
in the AAP, which addresses the p ersistent undercapitalizatio n
that supported these e ffo rts went to the WOODROW W ILSON
of Cleveland-area mid-sized a rts organizations by w o rk in g to
N A T IO N A L FELLO W SHIP FOUNDATION, which fo r 50 years has
improve the organizations' operating effectiveness and financial
been elevating the quality of teaching by providing professional
positions and by developing a ne tw o rk of highly skilled leaders.
development opportunitie s fo r in stru cto rs. With a $281,972 Foundation grant, Woodrow Wilson created the Cleveland
CIVIC
Leadership P rogram fo r Teachers. This train ing pro g ra m utilizes
Our board of dire cto rs adopted a new initiative in 2004 - one that
p rofessors from local colleges and universities to increase high
w ill develop a pipeline of civic leaders for N o rth e a s t Ohio. THE
school teachers' knowledge of the subjects they teach so that
C L E V E L A N D EXECUTIVE FEL L O W SHIP - A CORO PROGRAM has the
LEADERSHIP
they can then create new academically rigorous courses for
Foundation p a rtn e ring with Coro, a national train ing institute,
th e ir own students. The prog ra m included th re e -w e ek s u m m e r
to offer one-year, fu ll-tim e fe llow ships that provide p a rtic ip a n ts
institutes in history and science and reached more than 40 high
with the op p o rtu nity to w o rk in and learn about Cleveland's
school teachers in its firs t year. The program also keeps the high
public, private and nonprofit sectors. Through hig h-le ve l and
school teachers and university professors in contact during the
dynamic placem ents in each of these areas, fellow s w ill complete
academic year, continuing the knowledge enhancement and
the pro g ra m w ith a strong sense of how these s ec to rs interact
improving pedagogical skills.
and the role they play in the gre ate r com m unity. The inaugural
A $450,000 grant to the CMSD supported continued
fellowship co h ort w ill begin in S eptem ber 2005.
im p le m entation of academic standards, focused on classroom instructio n, professional development and assessment of student w o rk against the defined standards. Since 2001, the Foundation has awarded more than $1.5 millio n to the CMSD fo r standards development and im plem entation.
P A G E )9 â–
{CIVIC
{ARTS
& CULTURE)
ROCK H A LL
AFFAIRS)
LAKEW OO D YMCA
{ LA K E - G EA U GA )
U N ITE D
WA Y OF L A K E C O U N T Y
{EDUCATION)
WOODROW
WILSON
NATIONAL
FELLOWSHIP
FOUNDATU
a rT S + c u L T u re aJi
civic A F F a irs .
Economic D e v e L O P m e n T E D iic a T io n
I '
en viron m eriT H eaiTH
sociaL services L a K e -G e a u G a a n is F ie L D - M ^ o iF
f t
*
Ife COMMUNITY-RESPONSIVE GRANTMAKING
The Foundation’s support for the creative sector focuses on making artistic experiences available to everyone in our community and on helping organizations increase their ability to operate effectively in an increasingly challenging economic environment.
O
Cj) ^ ^
P E O P L E F E E L AT H O M E A T A R T H O U S E through
art c lasses, workshops and supportive art services for everyone from 3 -years-old and up.
mmm
Since 1995, the ROCK A N D ROLL H A L L OF FAME A N D MUSEU M has been the w o rld w id e sym b o l of this m u sica l a rt form, attra ctin g
the arts
500,000 visitors a year. A Foundation grant in 2002 helped the M useum c ritic a lly evaluate its operatio ns and ch a rt a course fo r its fu ture. From that study, the Museum recognized the need to diversify its funding base and a ttra c t increased contrib utio ns fro m in dividuals as w e lt as to become more cu ltu ra lly and educationally relevant. In 2004, the Foundation awarded the Museum $195,000 to increase its public aw areness activities and s u p p o rt its e ffo rts to receive accreditation fro m the A m e ric a n A ssociation of Museums.
M OI TU AO
C o m m u n ity a rts centers make c u ltu ra l experiences, which are often out of reach fo r many individuals, a reality fo r all residents. ART HOUSE, located in Cleveland's Brooklyn-Denison
Opening fa ll 2005 in the One Playhouse Square building, the ID EA CENTER w ill be home to id east ream's WVIZ/ PBS television station and 90.3 WCPN radio station and to the new Playhouse Square A rts Education Center. Playhouse Square Foundation and ideastream are renovating the building fo r th e ir join t use. It w il l be equipped w ith the latest digital broa dcast technology and w il l include p e rfo rm a nc e space for educational p ro g ra m m in g . Housing ideastream's public television and radio statio ns under one roof w ill provide o p po rtunitie s for integrated p ro g ra m m in g , w h ile the A r ts Education Center w ill expand Playhouse Square Foundation's educational services. A dditionally, the renovation of the histo ric building, which w ill be populated by 500 w o rk e rs , and the creation of a s tre e t-fro n t p e rfo rm a n c e studio, w ill help breathe new life into the Euclid Avenue corrid or, Cleveland's main boulevard. A $500,000 grant
lAO
MOlTU AO
M O lT U A O
neighborhood, provides visual and creative a rt classes, while also employing a rts as a way to promote learning and positive change in the community. A $90,000 grant supported A rt House's operations, which serve more than 5,500 people a year through classes, w orksh o p s and co m m u n ity outreach activities, including p ro g ra m s fo r Cleveland school children. Professional development allo w s leaders to step outside th e ir organizations and re fle ct and recharge through learning. For leaders of a rts organizations, continuing education is the key to enhancing th e ir operations. A $20,000 grant served as an investm ent in four local a rts leaders by sponsoring their participation in the Executive P ro gram fo r Nonprofit LeadersA rts presented by N AT IO NAL ARTS STRATEGIES in conjunction with the STANFORD GRADUATE SCHOOL OF BUS INES S. The p ro gra m accepts 50 individuals fro m across the country for
fro m our Major Capital Grants P ro g ra m kicked off the Idea
a rigorous, tw o -w e e k leadership and professional development
Center's capital campaign.
experience that focuses on management s k ill-b u ild in g. Over the past four years, the Foundation has helped 12 local a rts leaders participate in this pro gram .
wiTHin
reacH
{ ROCK
AND
ROLL
HALL
O
PAGE } 13
GRANTMAKING: CIVIC AFFAIRS
In 2004, our civic affairs grantmaking focused on improving neighborhood services while connecting people in neighborhoods to the services they need and the activities that improve their lives.
C H I L D R E N AND F A M I L I E S utilize the Lakewood YM CA each year.
The L AKEWO O D YMCA was built in 1957 with the capacity to serve
There has been much ta lk in N o rth e a s t Ohio about
1,800 individuals. However, as the need fo r services has grown at
regionalism . People are recognizing that m a rk e ts and local
Greater Cleveland's m ost frequented YMCA, the facility has been
economies do not fo llo w the g ove rn m en ta l boundaries found
su p portin g more than five tim e s that number, with nearly 10,000
on a map. Instead, they function in a regional manner. As m ore
children and fa m ilie s tapping the Lakewood branch each year.
entities begin to consider what role they m ight play in re g io n a lis m
The Foundation's $500,000 capita I grant w ill sup p o rt construction
e ffo rts and how it w ill affect them, the A fric a n -A m e r ic a n
of a new building on the c u rre n t site. The new facility, which w ill
co m m u n ity is exploring the same questions. THE P R E S ID E N T S ’
incorporate green building techniques, w ill increase the L akeÂ
COUNCIL, a group of A fric a n -A m e ric a n business o w n e rs and
wood facility's capacity by 50 percent, with p ro g ra m s in health
executives, received a $450,000 Foundation g ra nt to conduct
and recreation as w e ll as a daycare center. At the same time,
a study on the possible effects of re g io n a lism on A frica n
a successful Lakewood YMCA w ill help subsidize operational
A m ericans. Through the study, the Council w ill examine how
costs of other centers.
m in o rity populations fared in oth er cities that have undergone
You can't improve w hat you don't measure. That is the
regional efforts. The Council plans to use the study's findings
underlying premise of CitiStat, a com pute r-b a se d management
to raise aw areness about re gionalism e ffo rts and equip
in form ation system that re po rts and tra ck s specific issues -
A fric a n -A m e ric a n leaders with the ability to fully participate
fro m potholes to crim e rates - so that p roblem s can be rapidly
in regionalism discussions.
identified and, therefore, addressed. With a $165,000 grant from the Foundation, the C L E V E L A N D MAYOR'S OFFICE im plem ented the CitiStat pro gram , beginning w ith the Safety; Parks, Recreation and P ro pertie s and Building and Inspection departm ents. A city services management tool, the tracked measures assist the city in delivering better services and improving efficiency. A fte r a one-year pilot phase in the three d epartm ents, CitiStat w ill be extended to other governm ent areas. First used in New York and B altim ore, Syracuse also im plem ented the tool with great success, realizing $14 millio n in firs t-y e ar savings.
{LAKEWOOD
YMCA)
DAYCARE CENTER
THe peoPLe PAGE) 15
While there are nearly 3,500 A fric a n -A m e r ic a n -o w n e d businesses in Cleveland, they generate only one percent of the city's business revenue. One issue impeding m in o rity en tre p re n e u rs h ip and business activities has been the relatively s m a ll scale businesses are operating in the city of Cleveland.
and fra gm e n ta tio n of su p p o rt e ffo rts . To address this obstacle, the Foundation made a $200,000 gra n t to the U R B A N LEAGUE OF GREATER C L E V E L A N D fo r its M u ltic u ltu ra l B usiness Development Center (M B D C ]. The MBDC serves as a p rim a ry source of e n tre p re n e u ria l assistance for businesses of less than $1 m illio n in assets th at are in the s ta r t-u p and p re -venture stage by providing a broad a rra y of services, including business planning, s ta r t-u p packages, n etw orking, m e n torin g and inte rn a tio n al trade services. The MBDC has been designated a State of Ohio S m a ll Business D evelopment Center, the only one in Cuyahoga County and the only one in the nation run by an Urban League.
S upplier diversity p ro g ra m s are challenged by the a bility of smaller, m in o rity firm s to provide large co rp o ra tion s with goods in suffic ient quality and
The Foundation’s high priority
quantity. Our $80,000 grant to the PRE SIDE NTS ' COUNCIL FOU NDATION supported
on economic development
assess the feasibility of a system atic regional e ffo rt to address the national s u p p lie r
the business planning process for its s u p plie r diversity initiative. The process w ill
diversity m a rke t by reviewing the m a rke t and developing baseline data, co nducting
Led to the support of efforts
m a rke t research and developing a business stra te g y and m e trics. The initiative seeks to pull together a diverse cadre of s u pp lie rs who can meet the la rg e -s ca le
that w ill help stimulate economic activity, innovation and entrepreneurship.
needs of m ajo r corpo ra tions in target industries. In an e ffo rt to help Cleveland a ttra c t inte rn a tio n al businesses in a competitive environment, the ECONOMIC GROWTH FOUNDAT ION established the Global Enterprise Center. A $250,000 gra nt to the Center s u p p o rts integrated services fo r in te rnatio nal firm s relocating to Cleveland. Services range fro m s h o rt-te r m , subsidized space and assistance with navigating c u stom s and im m ig ra tio n issues to adm inistrative, human resources and technology support. The Center also helps acclim ate ne w com ers to the city by connecting th em w ith groups of s im ila r heritage. A ll of the Center's services enable a company to set up operatio ns m ore quickly and cost effectively.
GRANTMAKING: ECONOMIC DEVELOPMENT
{ECONOMIC l
{ECONOMIC
GROWTH
FOUNDATION}
GLOBAL
E N TE R P R IS E CENTER
GROWTH
OBAL E N TE R P R IS E
FOUNDATION)
CENTER
{PRESIDENTS’ COUNCIL}
S U P P L IE R
D IV E R S IT Y
IN IT IA
P A G E } 17 ■
Wherever people choose to fu lfill their passion for learning, top academic institutions and neighborhood centers offer something for everyone. The Foundation’s education grantmaking supports scholarship at all levels and for all individuals.
{EAST
CLEVELAND
PUBLIC
L I B R A R Y ) IC A B O D
FLEW ELLEN
C O LLE C TIO N
passion for {CASE
CASE W E S TE R N RESERVE UNIVERSITY received a $3 millio n
WES
We made g rants totaling nearly $500,000 from
g ra n t to enhance its College of A r ts and Sciences. Believing
o ur Fenn Educational Fund to su p p o rt co -op and internship
that a lib e ra l education should be at the core of w hat it provides
experiences fo r students at eight local colleges. The la rgest
to stu d e nts, Case s tre ng th en e d its arts, hum anities and social
grant was awarded to C L E V E L A N D STATE UNIVERSITY fo r its
sciences d e p a rtm e n ts , w hile also expanding pa rtn e rsh ips
Graduate Internships for Professionals project, which provides
w ith U niv ersity C ircle-based institutions. Case is utilizing our
internships in the financial services, insurance and in s tru m e n t
g ra n t to s u p p o rt the B a k e r-N o rd Center fo r the Humanities
co n tro ls and equipment clu ste rs to students in the University's
and its m issio n of invigorating N o rth e a s t Ohio's inte llectua l
business and engineering graduate progra m s. The Fenn
co m m u n ity. Foundation funds also are s u pportin g a new
Educational Fund of The Cleveland Foundation prom otes c o Â
edu ca tion a l p a rtn e rs h ip w ith The Cleveland Play House,
op p ro g ra m s and internships to enhance students' academic
w hich provides stu d e nts w ith p ro fessio nal th e a ter experiences
and ca re er development.
s ta r tin g in th e ir fir s t year of study; creating tw o new dance p ro g ra m s : Dance Technology, to train students in digital and
Icabod Flewellen was a distinguished re se a rc her of A fric a n -A m e ric a n history, accum ulating one of the nation's
audio record in g te chniques applicable in dance, and Dance
largest, oldest and richest colle ctio ns of black histo ry materials,
W elln ess, w hic h ensures in ju ry -fre e train ing. The grant also
containing newspapers, letters, a rtw o r k , photographs and books.
su p p orted c o lla b o ra tio n s between Case's D e p a rtm e nt of Music
Before his death in 2001, he left his entire collection to the EAST
and the Cleveland Institute of Music and the Cleveland Orchestra.
C L E V E L A N D PUB LIC LIBRARY, hoping that it could be preserved
In s h ort, o u r g ra n t is allo w in g Case to tap into the incredible
and available to the Greater Cleveland c o m m u n ity and indeed
s u rro u n d in g a rtis tic and c u ltu r a l resources to deliver enhanced
the entire nation. The L ib ra ry is using a $95,000 Foundation
tra in ing to its stu dents.
gra n t to make Mr. Fle w ellen ’s wish come true. In addition to organizing and preparing the co llection for display, the L ib ra ry is also cataloging and digitizing the m a te ria ls so they can be used in an online fo rm at.
i i
LearmnG PAGE } 19
GRANTMAKING: ENVIRONMENT
In 2004, the Foundation put special emphasis on exploring alternative energy sources and conserving natural resources.
{CITY
OF C L E V E L A N D }
S U S T A IN A B IL I
R ANDREW WATTERSON
winds of
E le c tric ity generation is the leading cause of in d u stria l air pollu tio n in the United States. Energy derived fro m wind, on
CHanoe
uxei
Cities today are taking steps to become more e nvironm entally frie ndly places to live and are seeking ways
the oth e r hand, is 100 percent pollu tio n free, making it the
to sustain resources for fu tu re generations. The Foundation
fa stes t grow in g renew able energy source. THE GREAT LAK ES
awarded the CITY OF C L E V E L A N D a $112,000 grant to create
SCIENCE CEN TER received a $160,000 grant to in sta ll a wind
a new position responsible for im ple m enting a sustainability
tu rb in e on its p ro p e rty and create an exhibit around alternative
prog ra m w ithin the adm in istra tio n and educating the co m m u n ity
energy sources. The 135-foot tu rb ine w ill generate enough
about ways to conserve energy and w a te r and increase recycling.
e le c tric ity to pow er up to 20 homes, and w ill be tied into
Housed in the D epartm ent of Public Utilities, the susta inability
Cleveland Public Power's system. The installa tio n w ill be
officer also w ill create a green building code to prom ote the
the firs t tu rb in e built along Lake Erie in Ohio, as w e ll as in
construction of buildings that consume less energy and have
an urb an area of the state, and w ill serve as an educational
h ealthie r indoor environments, and design a new p ro cu rem e nt
d e m o n s tra tio n on the e n v iro n m e n ta l benefits of alternative
policy that w ill encourage city d e pa rtm e nts to purchase
energy sources.
recycled materials.
GREEN ENERGY OHIO (GEO) received a $48,000 grant
to d e te rm in e the fe asib ility of installing o ff-shore wind turbin es in Lake Erie. GEO's wind m on itorin g installa tio n sits upon a 100-foot to w e r on the K irtla n d Pumping Station Water Intake Crib in Lake Erie and c ollec ts m onthly data on wind speed, dire ctio n and te m p e ra tu re to gauge the technical and economic fe a sibility of a Lake Erie wind fa rm .
the Great Lakes Science Center since its opening in 1995.
PAGE ) 21
In 2004, the Foundation made grants that reinforced the region’s already robust health
£L {CLEVELAND
|C >
le r n e r
c o lleg e
of
m e d ic in e
network and also made healthcare more accessible for more residents.
{NEIGHBORHOOD
FAMILY
PRACTICE}
TR EM O N T C LIN IC
of
.'M k U * C ASE WES
SERVE U N IV E R S IT Y
healthy A $1 m illio n g rant to the C L E V E L A N D CLINIC FOUNDATION enabled the Clinic's L e rn e r College of Medicine of Case Western Reserve University to offer an innovative c u rr ic u lu m that graduates physician scientists who have an MD degree with P E O P L E A R E S E R V E D through the American Red C ross. G reater Cleveland Chapter s disaster and safety prevention program s each year.
special expertise in biomedical research. At tra d itio n a l medical schools, students spend the first tw o years studying the basic
In a changing w o rld , new challe nges ca ll fo r
sciences and the second tw o years in clin ical rotations and
new strategies. The Foundation made a $200,000 g ran t to
graduate w ith o u t having devoted much tim e to research. The
the AM E R IC A N RED CROSS, GREATER C L E V E L A N D CHAPTER for
L e rn e r College of Medicine's five-year c u rr ic u lu m focuses the
its regional em ergency planning and pre p ared n e ss project.
last three years of study on a continuum of c lin ical experiences,
The th re e -y e a r project is engaging the business, nonprofit,
elective rotations and research. Our grant specifically supported
governm ent and public se ctors to create a re gional system
the creation of a student portfo lio assessm ent system, an
fo r managing large n u m b e rs of spontaneous vo lu n te e rs and
evaluation to ol fo r students that emphasizes self-d ire ctio n and
in -kin d donations, which often materialize a fte r a m a jo r disaster,
continuous feedback to develop skills in analyzing p roblem s and
recru itin g and train ing m e n ta l and physical health service
appraising solutions. The Clinic's groundbreaking p a rtnership
providers and stren gth e nin g the disaste r response capability
with Case w ill produce physicians who are ready to e m b ark on
of businesses and corporations. A ll of this is being done w ith
caree rs in scientific research.
a goal of creating a replicable, yet flexible, model that other
The closing of the city of Cleveland's Tremont Health
regions can adopt.
Center in 2003 left that w est side neighborhood's residents, many of w h o m are uninsured, w ith o ut a much-needed source of p rim a ry care. In 2004, the Foundation made a $75,000 grant to NEIGHBORHOOD FAMILY PRACTICE (NFP) to bring medical care back to this neighborhood by establishing a satellite health center in Tremont. NFP's Tremont staff, which includes bilingual doctors, nurse practitio ners, nurses, behavioral health p ra c titio n e rs and support, provides comprehensive p rim a ry care, n u tritio n counseling and m ental health services to more than 9,000 patients annually, reg ardle ss of th e ir ability to pay.
reLaironsHiPs P A G E ) 23
In 2004, our grantmaking helped strengthen Cleveland’s social service network by providing support for a number of important capital projects, as well as helping to close the digital divide.
{CLEVELAND
HOUSING
NETWORK}
providing The C L E V E L A N D HOUSING N E T W O R K received a $500,000 grant to aid c o n s tru c tio n of E m erald Com m ons, a p e rm an ent supportive
As co m p u te r use becomes more prevalent, the ability of all citizens to take advantage of technology becomes
housing complex fo r people affected by hom elessness. Most
increasingly crucial. THE W.E.B . DU BOIS IN ST ITUT E FOR AF RICAN
a ssistance fo r h o m e less people, such as shelters, is intended to
A N D AF RICAN A M ER IC A N RESEARCH received a $160,160 grant
help in a s h o r t - t e r m crisis and does not address lo n g -te rm needs.
to im p lem e n t the Martin L u th e r King Jr. A fte r-S c h o o l P ro g ra m :
E m erald C o m m o n s w ill provide a lasting solution to chronic
Content to Bridge the Digital Divide in fo u r Cleveland churches.
h o m e le s sn e ss by o ffering 52 a p a rtm e n t-s ty le units combined
The Du Bois Institute is the oldest research center dedicated to
w ith counseling, job train in g and oth e r services on site. S T E L L A M ARIS, a substance abuse tre a tm e n t center,
SMINISTRy K #
the study of history, cultu re and social institutions of A frican s and African A m ericans. The a fte r-s c h o o l pro g ra m ties content about
received a $500,000 g ra n t fo r c o n stru c tio n of the C om m unity
the history and cultu re of people of African descent with c o m
Recovery Center, w hich w il l connect its m edical building w ith a
puter technology to bridge the digital divide prevalent among
newly renovated re sid e n tia l facility. This comprehensive health
A frican A m ericans. The pro gram , staffed by A m e riC o rp s
cam pus w ill a llo w fo r expanded tre a tm e n t services, such as
volunteers, serves as an a fte r-s ch o o l academy fo r youth, while
outpatie nt p ro g ra m s, m e n ta l health counseling, case m anage
providing day sessions fo r adults, seniors, co m m u n ity m em bers,
ment, fa m ily s u p p o rt services and vocational training.
s m a ll businesses, teachers and neighborhood groups. {W.E.B.
DU
BOIS
A F T E R -S C H O O L
{STELLA
INSTITUTE}
PROGRAM
MARIS}
suppoit
PAGE } 25 ■■
In 1997, the Foundation created the Lake Geauga Fund to address the needs of these two counties. This year’s grants helped nonprofit organizations better serve the community with new programs and services.
m m serving trie
mi in t t y
HAB ITAT FOR H U M A N IT Y OF GEAUGA COUNTY received an $18,500 g ra n t to involve youth
fro m local high schools in the planning, fu ndraising and building of new hom es fo r fa m ilie s in need. The Youth United hom ebuild ing e ffo rt provides p a rtic ip a n ts with a valuable c o m m u n ity service and leadership developm ent experience w h ile also exposing them to the needs of others. As p a rt of the pro g ra m , these youth vo lu nte e rs also are responsible for selecting a fam ily to receive the house; they then w o r k sideby-side with that fam ily to build the home. Fourteen percent of Lake County jobs are in the n onprofit and g o ve rn m en t sectors. However, many of these organizations lack convenient access to necessary train ing p rogram s. With a $50,000 grant fro m the Foundation, L A K E L A N D C O M M U N IT Y COLLEGE created the Center fo r Public Service and N onprofit Management. The Center
p a rtn e rs with other N o rthe a st Ohio entities to provide train ing and consulting services on topics including fundraising, board development, strategic planning and c om m unic atio ns to nonprofit and governm ent agencies in Lake, Geauga and A s htabula counties. W here can a m o th e r find a dom estic violence s h elte r at tw o in the m orn in g ; where does a man find alcohol counseling when he needs it; w h e re can a fam ily tu rn for inform ation about finding child care? The 2-1-1 c o m m u n ity in fo rm a tion and re f e r r a l system has the answer. Trained in form ation and r e fe rra l specialists at the end of the line provide links to health and human services agencies and are available every day of the year, all day long. Additionally, w w w .2 1 1Lake.org offers the same in fo rm a tio n online in an easily searchable fo rm at. A $30,000 gra n t helped UNITED WAY OF L A K E COUNTY raise aw areness of the 2-1-1 system th ro u gh advertising, posters and through Habitat for H umanity o f Geauga County.
educational presentations.
{UNITED
WAY
OF
LAKE
COUNTY)
PAGE ) 27
G R A N T M A K I N G : A N I S F I E L D - WO L F
The Cleveland Foundation administers two annual awards established by Cleveland philanthropist and civic leader Edith Anisfield Wolf, who named the awards in honor of her husband and her father.
t f #
GENERATIO NS of C A P T I V I T Y t History cl Alflcia-lnarltis Simas
Random Family
I
LEBLANC,
Adrian Nicole LeBlanc
EDWARD
P. J O N E S
ANISFIELD-WOLF
BOOK
AWARDS
The A nisfield -W o lf Book A wards recognizes books that have made im p o rta n t c o n tr ib u  tions to our understandin g of ra cism and our appreciation of the rich diversity of human cultures. Created in 1935, the Award re fle cts the passion fo r issues of social jus tic e th at characterized the founder's family. The Award is the only ju rie d A m e ric a n lite ra ry co m petitio n specifically dedicated to recognizing su p e rio r w o rk s of lite ra tu re th at address issues of ra cism and diversity. Awards are given in tw o categories, a w o rk fo r fiction, poetry or a m e m o ir and a non-fictio n or academic w o rk. The w in n e rs receive th e ir aw a rd s at a public ce re m o n y in Cleveland. In recent years, the Book A wards ju ry also has given a Lifetim e A chie vem ent Award to an individual whose life's w o rk has had an im p a ct on s oc iety ’s unde rstan d in g of racism. A panel of nationally known ju ro rs , led by Dr. Henry Louis Gates Jr., W.E.B. Du Bois profe ssor of the hum anities at Harvard University, chooses the w in n ers. Other j u ro rs are Rita Dove, co m m o nw e alth pro fe sso r of English at the U niversity of Virginia; Joyce Carol Oates, p rofessor of hum anities at Princeton University; Steven Pinker, Johnstone Family P rofessor of Psychology at Harvard University; and Simon Schama, professor of hum anities at Columbia University. 2004 award w in n e rs w ere Ira Berlin for G enerations o f Captivity, A H is to ry o f A fric a n -A m e ric a n S laves [N onfiction); Adrian
2 0 0 4 AWARD W IN N E R S
Nicole LeBlanc fo r Random Fam ily: Love, Drugs, Trouble and C om ing o f Age in the B ro n x (Nonfiction); and Edward P. Jones fo r The K now n l/Kor/c/(Fiction). A u th o r and p la y w rig h t
Ira Berlin Generations o f Captivity, A History o f A frican-A m erican Slaves
Derek W alcott received the Lifetime Achievement Award.
Adrian Nicole LeBlanc
ANISFIELD-WOLF
Random Fam ily: Love, Drugs, Trouble and Coming o f Age in the Bronx
j
Edward P. Jones
]
FOR
OUTSTANDING
MEMORIAL
AWARD
COMMUNITY
SERVICE
Adm inistered by the Center fo r C om m u n ity Solutions, this $20,000 prize is awarded
The Known World
annually to a Cleveland-area nonprofit organization that d e m o n stra te s outstandin g service. The w in n e r is selected by a ju ry of local c o m m u n ity leaders and re p re s e nts the best in our local nonprofit comm unity. The award is presented at the Center's annual
L IF E T IM E A C H IE V E M E N T AWARD
Derek Walcott Author and playwright
!
Health and Human Services Institute. The 2004 award w ent to Towards E m ployment, an organization that s up p o rts lo w -in c o m e individuals, including those w ith c rim in a l backgrounds, who are seeking to enter, re -e n te r or rem ain in the w o rk pla ce .
P A G E )29
Dr. Donald Goodman and his wife, Ruth, created the Donald J. and Ruth Weber Goodman Fund to benefit .;â– 'v
medical institutions and causes. They are among the generous Greater Clevelanders who entrust us to fulfill their philanthropic dreams and enable the Foundation to continue its mission of improving the quality of life in the communities we serve.
m em o ria L FunDs H onor o n e w o m a n ’s LiFe
a
Fam iLY G ivin o
LeG acY
e x T e n D e D
P H n a n T H r o P Y aT H o m e anD a c r o s s THe
Donor HIGHLIGHTS
wotld
C H a r ix a B L e i n T e n n o n s FULFILLeD S im P L Y
PAGE } 31
R O N A L D AND F R E D D I E H O L M A N : M E M O R I A L F U N D S HONOR ONE W O M A N ’ S L I F E
Ron and Freddie Holman have been involved with the Foundation for years, both on a professional and personal basis. As an insurance professional, Ron has spent his career helping clients use life insurance policies for charitable giving purposes, and together the Holmans have used insurance as a vehicle for their own fa m ily’s giving.
one woman’s LiFe
Therefore, the Foundation was a natural place for
"not being A F R A I D TO S T A N D UP
the Holmans to turn when they wanted to honor the
F O R W H A T S H E B E L I E V E D I N,
memory of Ron’s mother, Ernestine Holman. "She was a very active woman,” says Ron. "She was always involved in politics and would work at
W H I C H WA S T H E T R U T H . ’”
the polls. She also was a long-tim e m em ber of the League of Women Voters of Lake County.” The Ernestine J. Holman Fund is a donor advised fund that m emorializes a woman Ron describes as "not being afraid to stand up for what she believed The second fund the Holmans established
in, which was 'truth.’” Ron and Freddie plan to involve their four children and five grandchildren in recom
is The Ernestine ]. Holman Fund of the League of
m ending grants from the fund.
Women Voters of Lake County. R enefitingthe League’s
"Our fam ily’s succeeding generations w ill have less of a connection to my mother,” says Ron. "T h is fund is a way to connect my fam ily to causes my m other cared about.”
endowment fund, the League is usin g Ron and Freddie’s
contribution
to
create
the
E rnestine
J. Holman Citizen Award, a scholarship that w ill be awarded to Lakeland Comm unity College students that are involved in their com m unities. "Ron has always believed in givin g back to the community,” says Freddie. "And since he attributes a lot of his values, including charity, to his mother, these two funds were an opportunity to recognize her.”
P A G E )33
F U N N Y T I M E S P E A C E FUN
A FAMILY GIVING LEGACY EXTENDED
Sue W o lp e rt’s involvement with The Cleveland Foundation began with her parents, who created The W olpert Fund in 1988 after selling a family business. Upon her parents’ passing, Sue became the adviser to the Fund and continued making grants to support causes her parents had cared about. It wasn't until an opportunity to support the library in her home comm unity arose that Sue became aware of what type of giving she'd like to do.
"to
promote
J L IN N ER AND OUTER PEACE.”
L e G a cY exTenD eD
"W hen I made that first really big grant to the Cleveland
Excited about the opportunity to have
Heights Library, I got really excited,” says Sue. "It
a fund for their own fam ily, Sue and Ray created
brought
parents
the Funny Tim es Peace Fund, named after their humor
cared about - the Cleveland Heights community,
review magazine, Funny Times, and their focus on peace.
arts, lib rary science, kids — so I devoted three years
As defined, the fu n d ’s purpose is "to promote in n er
of the fu n d ’s grantm aking to support it.”
and outer peace; to fund organizations and projects
together
so
many
things
my
The experience, Sue says, helped her
that promote kindness, social justice and a sustainable
realize what she wanted to do with the fund, which
future; to fund organizations and projects that pro
is "to support things that bring people together in
mote religious and spiritual growth and enlighten
the community.”
ment.
To
fund
projects
that
b rin g
people
It also prompted Sue and her husband,
together for fun.” Sue and Ray also are interested
Raymond Lesser, to th in k about their giving and
in connecting with other individuals who share
establish a donor advised fund of their own.
their fun din g interests.
"With a donor advised fund, you no longer
"I started realizing the opportunities of
have to decide if you’re going to give away money, you
having a fam ily fund that I can pass on to my three
just have to decide who to give it to,” says Ray. "The
children,” Sue says. "I would never have gotten in ter
conversation then becomes, not should we - that’s
ested in philanthropy if not for my parents, but
already decided - but to whom.”
because of them, I got to experience the joy of fun din g something. With our own fam ily fund, we can use our wealth to create the type of world we want to live in.”
John and Christiane Guinness have traveled and lived in many parts of the w orld. Originally from England and Germany, respectively, they also have spent time in Thailand, Japan and the United States. Although they've officially called Cleveland home for the last 34 years, their global experiences are still embedded in their thinking - and in their philanthropy.
P H iL a iir a r o P Y
aT Home ano across THe woild
We’re very global people,” says John. "And we wanted our givin g to reflect that.”
John
and
C hristian e
are
usin g their
fund, The Guinness Fam ily Foundation, to support
A fter learn in g about the grantm aking
"fundam ental hum an needs,” such as shelter, clothing,
flexib ility of a com m unity foundation, the Guinnesses
food, water, health, discrim ination, education and
knew creating a donor advised fund at The Cleveland
employment. Their two sons, Patrick and Oliver, who
Foundation, rather than a private foundation, was the
inherited their parents’ global perspective, also are
right decision.
involved, which helps "lin k the interests that we all
"We were concerned at first that you
have,” says John.
could only give locally, and we wanted to support
Those interests have led to support for
organizations w orking across the globe and in the
local charities, such as The City M ission and The
cities where our sons are, as well as local causes,”
Salvation Arm y of Greater Cleveland, as well as Urban
says John. "But once we realized that we weren’t
Peak in Denver and global organizations, including
lim ited, that sealed it.”
Doctors Without Borders USA, UNICEF, Transparency International, US Inc. and the International Youth Foundation, to name a few.
"we ’ re very GLOBAL P E OP L E AND
^
"We intend that the projects our foun dation supports, in part, w ill be self-su stain in g, with respect to the individuals affected,” John says. "For example, an educational and job placement project, be it in Cleveland or Bolivia, can provide individuals a first step up on the economic ladder.”
WE W A N T E D O U R G I V I N G TO R E F L E C T T H A T . ”
P A G E }37
TODD AND MARY RAY: C H A R I T A B L E I N T E N T I O N S F U L F I L L E D S I MP L Y
Todd and Mary Ray share a longtime com m itm ent to philanthropy. “ We feel we have a responsibility to effect positive change in our world, using the resources we have available,” says Todd.
FULFILLeD SimPLY
"we care
D E E P L Y A B OUT THE
C H A R I T I E S AND CAUSES WE G I V E TO.
W hen they were ready to expand their charitable
The
Rays use
their fund
to support
giving, their finan cial advisor recommended that
religious and environm ental causes that are im portant
the couple set up a donor advised fund at The Cleveland
to them, such as Pax C hristi, a national Catholic peace
Foundation.
the
movement, the Chagrin River Land Conservancy and
Foundation but were unaware of the advantages that
the Munson Land Protection Fund, which pools
this type of fund offered. "It allows us to make one gift
private contributions from individuals to support
and then distribute it over time instead of w ritin g
greenspace conservation and preservation efforts
separate checks,” says Todd. "It also sim plifies the
in Munson Township.
The
Rays
were
fam iliar
with
process of givin g stock since some organizations might
They’ve also discovered how the Foundation
not be able to accept stock gifts. We can also make
can sim plify charitable giving. Todd adds, " I ’ve
grants quickly if there is an urgent need.” At first, the
learned how efficient and smooth coordinating your
Chardon couple believed that the Foundation only sup
philanthropy can be. I can’t im agine dealing with the
ported organizations in Greater Cleveland, "but we
complexity of doing it all by yourself.” The Rays also
quickly learned that The Cleveland Foundation is a
use A dvisor Xpress, the Foundation’s online tool
great resource for the whole region,” says Todd, so they
for donor advisors, to monitor their giving. "It’s a way
established the Todd and M ary Ray Charitable Fund.
to easily track the grants we m ake,” says Todd. The flexibility of a donor advised fund also offers the Rays a way to pass on a legacy to their four children. "We care deeply about the charities and causes we give to,” says Mary. "We have discussions with our children about givin g and plan to involve them in the future.”
The Foundation's financial p e rfo rm a n c e over these last five years has been due
F in a n c ia ls-
to a dedication to diversifying the asset mix w ith in the combined p o rtfo lio . As you w il l note in the ch a rt below, the Foundation's asset mix is diversified th ro u g h a w id e mix of vario u s asset classes at various levels. The c h a rt below is a re p re se nta tion of the asset allo catio n of the combined p o rtfo lio s as of D e cem ber31, 2004. { T O T A L A S S E T S AT M A R K E T } IN M I L L I O N S
The end of 2004 signaled a second year of positive returns from the financial markets. The combination of these positive returns
CASH & EQUIVALENTS 4%
FIXED INCOME 18%-
coupled with new gifts enabled the Foundation to authorize the LARGE CAP 40%
ALTERNATIVES 8 % ---------------
highest level of grantmaking in its history and also reach the high w aterm ark in total assets of $1,632,621,913.
INTERNATIONAL EQUITY 1 8 % ---------------
The last five years has been a period of significant flu ctu a tio n s in the fin ancial m arkets.
MID CAP 5% SMALL CAP 7%
This move to diversification began in the late 1990s and has continued as a
They include th re e years of re tu rn s - fro m 2000 th ro u gh 2002 - in which the equity m arke ts
fu n d a m e n tal component of the stra te g y employed by the Foundation's inve stm e n t committee,
w e re negative. The re tu rn s of the S & P 500 Index fo r those years were (9.09 percent),
tru ste e banks and investm ent m anagers. This has led to a continuing g ro w th in assets as
(11.89 percent) and (22.11 percent), respectively. The flow of negative re tu rn s then ended
shown below.
w ith a s tro n g com eback in 2003 in which the S & P 500 generated a re tu rn of 28.69 percent. This was followed in 2004. w ith another positive re tu rn of 10.87 percent. However, equities
CLEVELAND
FOUNDATION
ASSET ALLOCATION
AS
OF
DECEMBER
31,2004}
o v e ra ll did not p e rfo rm w e ll until the fo u rth quarter, thus allowing many investors to breathe a sigh of re lie f at the 2004 year-end. A lthough 2003 and 2004 provided much needed relief fo r investors, in many cases these tw o years w ere not enough to a llo w everyone to fully recover fr o m the damage inflicted during 2000 th ro u gh 2002. Listed below is a ch a rt of re tu rn s fo r the last five years co m parin g The Cleveland Foundation to a mix of 70 percent of the S & P 500 and 30 percent of the Lehman Aggregate. As you w il l note, the Foundation has been able to lim it the extent of the effect fro m those negative years and take advantage of the positive re tu rn s generated in 2003 and 2004.
{THE
CLEVELAND
FOUNDATION
RETURNS
COMPARED
TO S T A N D A R D
70 / 30
PORTFOLIO}
A lthough the financial m a rke ts have produced signific ant challe nges during the last five years, the Foundation has been able to continue to achieve s ignific ant financial milestones. Through the re tu rn s generated by its investm ents, and the generation of new gifts during this five-year period, the Foundation has been able to d istrib u te $320,505,479 in g rants and yet s till reach its highest level of assets at $1,632,621,913. We have also continued to maintain a d m in istra tive expenses to an average ratio of one -h a lf percent to to tal assets during the period. The Foundation's 2004 a dm inistra tive expenses were $8,880,237, which rep resents 55 basis points to to ta l assets, or ju s t over half a percent.
1.
J. T. Mullen SENIOR VICE PRESIDENT / CFO
C/D
go a
j O
O
q
j
p
The board of d irectors governs the Foundation, establishes
appointed by the ch ief judge of the United States D istrict Court
policy, sets p rio ritie s and m akes fin al grant decisions. A ll
for the N orthern D istrict of Ohio, E astern D ivision ; the senior
m em bers are volunteers se rv in g a m axim um of 10 years. The
or p re sid in g judge of the Probate D ivision , C ourt of Com m on
b oard appointm ent pro cess en sures a broad range of view s and
Pleas of Cuyahoga County-, the ad m in istrative judge of the Court
know ledge, and our board m akeup reflects that of the larger
of A ppeals of the Eighth Ju d icial D istrict of Ohio; the mayor
com m unity. The B ank T ru stees Com m ittee, com prisin g one
of the city of Cleveland; and the board of d irecto rs of the
rep resen tative from each o f the Foundation’s five tru stee banks,
Center for Com m unity Solutions. The re m ain in g five directors
appoints five of the Foundation’s b oard m em bers. Public
are appointed by a m ajority vote of the Foundation’s board
o ffic ials also appoint five m em bers: one m em ber each is
of directors.
PAGE } 41
1
3 3
4 5 6
7 8
9
10
n 13
i3 14
'5
P IC T U R E G U ID E
C harles P. Bolton
David G oldberg
Appointed 2 0 0 4 b y th e C h i e f Judge,U.S. District Court, Nort hern District of Ohio, Eastern Division
Appointed 2001 by the Board of Directors
David G oldb erg is co -ch a irm a n of the b oard of Ohio S av in gs C harles Bolton is ch airm an of the board of directors of the
B ank. He holds a B achelor of Science from The Ohio State
B rittan y C orporation and Polychem Corporation. He is a
U n iversity and a Ju ris D octor fro m C ase W estern R eserve
tru stee of The C leveland M useum of A rt, The M usical A rts
U n iversity School of Law. He is c h airm an o f the board of
A ssociation and The K elvin and Eleanor Sm ith Foundation;
tru stees for N eighborhood P ro gress Inc., and a c o -ch a irm a n
an honorary tru stee of Case W estern R eserve U n iversity and
o f the M ayor’s Core City P hysical D evelopm ent C om m ittee.
a life tru stee of Hawken School. He holds an A .B. degree
He is also a m em ber o f the b oard o f NorTech, the G reater
from H arvard College in A m e rican h isto ry and an M .B.A. from the H arvard B u sin ess School. Jo h n S h e rw in Jr.
CH A IRM A N
T erri H am ilton Brown
Appointed 1996 by the B a n kT ru s te es Committee
Appointed 2001 by the Board of Directors
Jack S h e rw in is the presid en t of M id-C ontinent V entures
T erri H am ilton Brow n is the president of U n iversity C ircle Inc.
Inc. P rio r to fo u n d in g the com pany in 1985, he held variou s
P rio r to that she served as executive director o f the Cuyahoga
p o sitio n s w ith D iam ond S h am ro ck C orporation, dom estically
M etropolitan H ousing A u tho rity and spent eight years w ith the
and o verseas. A ctive in the com m unity, Sh erw in is a d irector
C ity of C leveland D epartm ent of C om m unity D evelopm ent.
of B ru sh E n g in e e red M aterials Inc., Im pulse Technology
She is a tru stee of the G reater C leveland P artn ersh ip , the
Ltd. and Sh o reB an k C leveland. A dd ition ally, he serv es on
Convention and V isitors Bureau of Greater C leveland, United
the b oard s of The H olden A rb o retu m , Jo h n C arro ll U niversity,
Way Se rvice s of Greater C leveland. ShoreB an k C leveland
The C leveland C lin ic Foundation and W estm inster School.
and G ilm our Academy. She received a bachelor’s degree
He is a life tru stee o f the Hawken School and a tru stee em eritus
in econom ics from The U niversity of Chicago and a m aster’s
o f the G reat L ak es M useum of Science, E n vironm ent and
degree in city p lan n in g from M assachusetts Institute
Technology. He has had a long involvem ent w ith The C leveland
of Technology.
C leveland P artn ersh ip and the Je w ish C om m unity Federation of Cleveland. Ric H arris Appointed 2002 by the Bank Trustees Committee
Ric H arris is the vice p resid en t and g eneral m an ager fo r W EW S Cleveland. Ric h as spent m ore th an 2,0 ye ars in the m edia industry, w orking in televisio n and new spaper sales and as radio o n -air talent. He h as spent the last 10 ye a rs in televisio n m anagem ent. He earn ed h is b achelor’s degree fro m John C arro ll U niversity, w here he is cu rren tly w o rk in g on a m aster's degree. He serves on the boards of the G reater C leveland P artn ersh ip and the U rban League of G reater C leveland. Joseph P. K eithley Appointed 2002 by the Board of Directors
Foundation, in clu d in g h elp in g to e stab lish the Lake-G eau ga Fund in 1987 and s e rv in g as p resid en t of The Sh erw ick Fund,
Tana N. C arney
Joseph K eithley is the ch airm an of the board, p resid en t and
the nation's firs t su p p o rtin g organization, w hich was created
Appointed 2001 by the Presiding Judge, Probate Court of Cuyahoga County
CEO of K eithley In stru m en ts Inc. He is a m em ber o f the board
by h is fath er in 19 6 9 . He holds a b achelor’s degree in b usin ess
Tana C arney is an assistant p ro perty m anager for Lan dm ark
a d m in istra tio n from John C arro ll U niversity.
M anagem ent Ltd. She cu rren tly serves as an ad visory tru stee for West Side Ecu m en ical M in istry, and is on the board of the
Jacq u e lin e F. Woods
V ICE CHAIRPERSON Appointed 1998 by the Bank Trustees Committee
Jack ie W oods is se n io r con sultant for Landau Pu blic Relations. Previo usly, she was the p resid en t o f SBC Ohio. She serves on the b oards of the T im k en Com pany and A n d erso n Inc. She is on the b oard s of the G reater C leveland C hapter of the A m e rica n Red C ross, The Great Lakes Science Center, Playhouse Sq u are Foundation and the Rock and Roll H all of Fam e and M useum . She also is a tru stee o f The M usical A rts A sso ciatio n , Kent State U niversity, M uskin gu m College and the G reater C leveland Sp orts C om m ission . She is a graduate of M u skin gu m College.
Cuyahoga County L ib ra ry Foundation. She also has served on the A lu m n i Board of Trustees at Goucher College in Towson, M aryland. Throughout her career, she has worked at the Cuyahoga County T reasu rer’s Office as public in form ation sp e cialist and has served as s ta ff associate for the A d m in istratio n of Ju stice Com m ittee. She holds a Bachelor of A rts from Goucher College and a M aster of A rts from Case W estern R eserve U niversity.
of tru stees o f C ase W estern R eserve U n iversity and the v is itin g com m ittee of the Case School o f E n g in e e rin g . He also se rv es on the ad visory council of C orn ell U n iv e rsity’s School of E lectrical and Com puter E n g in e e rin g . He is a NorTech board m em ber and vice ch airm an of the board, c h a irin g the electro n ics cluster and Ohio ICE in itiativ e, and is a m em ber of the Ohio A erospace C ouncil. He also is a d ire cto r of B rush E n g in eered M aterials and N ordson C orporation and is an ad visor to E arly Stage P artn ers. He holds a B achelor of Science and a M aster of O perations R esearch and In d u stria l E n g in e e rin g from C orn ell U n iversity and a M aster of B u sin ess A d m in istratio n from the U n iversity o f M ichigan.
B en son P. Lee
The Reverend Dr. Otis M oss Jr.
Appointed 1998 by the Board of Directors of the Center for Co mm un ity Solutions
Appointed 2005 by the Mayor, City of Cleveland
Appointed 2001 by the Board of Directors
The Rev. Dr. Otis M oss Jr. has been pastor o f Olivet
A layn e R eitm an holds a Bachelor of A rts from Em ory
B en son Lee is the presid en t and c h ie f executive o fficer of T echnology M anagem ent Inc., a developer of fu el cell system s. He is a tru stee (em eritus) of C orn ell U n iversity and is on the Executive C ouncil of the Joh n so n Sch ool’s Center for S u stain ab le G lobal E n te rp rise . Locally, he se rv es on the V isitin g C om m ittee of the C leveland State U n iversity Nance C ollege of B u sin e ss and as an ad visor to C leveland Bridge B u ild ers, M otivA sians fo r C leveland, the Women’s C om m unity Foundation and S u stain ab le C leveland. He is a fo rm er tru stee of the C enter fo r C om m unity Solutions, C leveland Scholarship P ro gram s Inc. and was a fo u n d in g tru stee of the C leveland Tom orrow C enter fo r V en ture D evelopm ent, now Ju m pStart Inc. He received h is b achelor’s and m aster’s degrees in electrical e n g in e e rin g from C orn ell U niversity.
A layn e L. R eitm an
In stitu tion al Baptist Church since 1975. Named by Ebony
U niversity and an M.B. A. from the U niversity of Penn sylvania's
m agazine as one of A m e rica’s greatest black preachers,
W harton School. She se rv es as a tru stee and assistan t tre a su re r
he has b een involved in the civil righ ts m ovem ent for
of Hawken School and as a tru stee of the Im m erm an
m ore than 4,0 years. A fo unding board m em ber of the
Foundation and the R obert S. and Sylvia K. R eitm an Fam ily
Greater C leveland Roundtable, he cu rren tly ch airs the board
Foundation. She also is a m em ber o f the b oard o f d ire cto rs
of tru stees of M orehouse College. He holds a Bachelor of
of Sifco In d u stries Inc.
A rts from M orehouse College and a M aster o f D ivin ity from M orehouse School of R eligion of the In terdenom in ational
F ran k C. S u llivan
Theological Center. He also holds a Doctor of M in istry from
Appointed 2004 by the Bank Trustees Committee
United Theological Se m in ary in Dayton, Ohio. He was selected in 2004 to give the 2 0 0 4 -0 5 Lym an B eecher Lectu re S e rie s at Yale U n iversity D ivin ity School.
F ran k S u llivan is the presid en t and CEO o f RPM In tern atio n al Inc. He held variou s com m ercial le n d in g and corporate fin an ce p ositions at H arris B an k and F irst U nion N ational B an k p rio r to jo in in g RPM as a region al sales m anager. He se rv es on the
Sandra Pianalto Appointed 2004 by the Board of Directors
A le x M achaskee Appointed 1996 by the Chief Justice, Court of Appeals, Eighth Judicial D istr ict of Ohio
14
b oards of RPM In tern ation al Inc., The T im k en Company, the G reater C leveland Chapter of the A m e rican Red C ross, the
Sandra Pianalto is the president and CEO of the Federal
C leveland C lin ic Foundation’s D igestive D isease Center
R eserve B an k of Cleveland. She jo in ed the B an k in 1983
Leadership Board, the Rock and R oll H all of Fame and M useum
A le x M achaskee is p u b lish er, presid en t and CEO of
as an econom ist in the research departm ent. She is a m em ber
and the G reater C leveland P artn ersh ip . He is a graduate o f the
The Plain Dealer. He was ch air of the U nited Way Se rvice s
of the b oard of the Greater C leveland Partn ersh ip, U niversity
Leadership C leveland C lass o f 2 0 0 1, and is honored to be a
b oard o f d ire cto rs for 2 0 0 2 - 2 0 0 3 , served as ch airm an o f the
H ospitals Health System , U nited Way Services of C leveland,
m em ber of the Cuyahoga C ounty Bluecoats Inc. and a fo u n d in g
2 0 0 0 - 2 0 0 1 U nited Way C am paign and is a life tim e d irector
the Rock and Roll H all of Fame and M useum , N ortheast Ohio
m em ber of the M edina County Bluecoats Chapter. He received
o f U nited Way Se rv ice s. He is the vice presid en t of The
C ouncil on H igher Education and the Catholic D iocese of
his bachelor’s degree from the U n iversity of N orth C aro lin a as
M usical A rts A sso ciatio n . He is on the b oards of The C leveland
C leveland Foundation. She holds a bachelor’s degree in
a M orehead Scholar in 1983.
M useum of A rt, C rim e Stoppers of Cuyahoga County, The Great Lakes Science Center, the G reater C leveland
econom ics from the U niversity o f A k ro n and a m aster’s degree in econom ics from George W ashington U niversity.
P artn e rsh ip , L ead ersh ip C leveland, U n iversity C ircle Inc., the U rban League o f G reater C leveland, St. V la d im ir’s
M aria Jose Pujana, M.D.
O rthodox T h eological Sem in ary, the n ational board of the
Appointed 2002 by the Bank Trustees Committee
In te rn atio n al O rthodox C h ristia n C h arities and the national
M aria Pujana, M.D., a clinical neurologist and neurophysiologist,
b oard of the O rthodox C h ristia n Network.
is an adjunct in stru ctor at Case W estern R eserve U n iversity’s Center for Global Health and D iseases in the School of M edicine, where she has been sin ce 19 94. She also has served as the ch ief resident of the neurophysiology departm ent at V eteran H ospitals in M adrid, Spain, and earned her m edical degree from the U niversidad Com plutense in M adrid. She has served as the ch air of art and culture for El B arrio and as a m em ber of the advisory board for the C leveland Institute of A rt. She also served as a m em ber of the com m unity advisory board of the Rock and Roll H all of Fame and Museum. Previously, she served as vice president of council for the C leveland Ballet. She is a m em ber of the board of the Cuyahoga C om m unity College Foundation, M etroH ealth Foundation, The Beck Center for the A rts and the G reater C leveland Chapter o f the A m erican Red C ross. In addition, she is president and design er of M arise Jew elry D esigns.
P A G E )43
£ o
EXECUTIVE
L e slie A . D unford*
GRANTS ADM INISTRATOR
SENIOR VICE PRESID EN T / C H IE F FIN AN CIAL OFFICER
VICE PRESIDENT FOR CORPORATE GOVERNANCE AND C H IE F OF STAFF
K aren L. B artru m -Jan sen
GRANTS ASSISTANT
Kathy S. Parker
Pam ela R Ja ffe
Carol H ellyar
o CD
GIFT P R O G R A M AND MANAGEMENT
GRANTS
VICE PRESIDENT FOR PROGRAMS AND EVALUATION G oldie K. A lv is
o P
PROGRAM DIRECTOR K athleen A. Gerveny
PROGRAM DIRECTOR Jay Talbot
PROGRAM DIRECTOR
P
h
B radley W. W hitehead
PROGRAM DIRECTOR
h
c
D enise G. U lloa
d
H
C/D
Stacey M. E asterlin g
MANAGER, COM M UNITY RESPONSIVE GRANTM AKING AND PROGRAM OFFICER Pam ela L. George
PROGRAM OFFICER M arci B e rn ste in
Lu
PROGRAM OFFICER Jo h n M itterholzer
PROGRAM OFFICER
A n n ab e l Bryan
PROGRAM ASSISTANT R ennae M. Coe
PROGRAM ASSISTANT
CONTROLLER Linda P u ffen b erger
AND
PLANNING DONOR
RELATIONS
ASSISTANT CONTROLLER Dorothy M. H ighsm ith
VICE PRESIDEN T FOR G IFT PLANNING AND DONOR RELATIONS
ACCOUNTANT
M ichael P. G rzesiak
C h ristin e M. Lawson
Mae A . K arim
GIFT PLANN ING OFFICER
FINANCE ASSOCIATE
M arie Monago
C arm ela B eltrante
FINANCE ASSISTANT
GIFT PLA NN IN G ASSISTANT
Suzanne L. Bloom field
HU M AN RESOURCES MANAGER
B arb ara J. Com pton
RECORDS MANAGER D arlene A . Eden
CONFERENCE COORDINATOR L in d a M. E stacion
OFFICE SERVICES MANAGER P a tric ia A . B erke-Takacs
RECORDS TEC H N IC IA N Lois K ow alski
RECEPTIO N IST L isan etta M. McDade
Je n n ife r R. Bulloch
G IFT PLA NN ING ASSOCIATE
Lyn n M. Sargi*
FA C ILIT IE S M ANAGEM ENT ADM INISTRATOR
FINAN CIAL SERVICES OFFICER/pROGRAM
A D M IN ISTR A TIV E ASSISTANT COMMUNICATIONS AND
MARKETING
Joyce W ilson
RECORDS TEC H N IC IA N
R ichard J. Batyko*
GIFT PLANN ING ASSISTANT
VICE PRESIDENT FOR COM MUNICATIONS AND M ARKETING
INFORMATION
Beth D arm stadter
Ju lie E. H rabak
Jam es T. Bickel*
Laura Schubert
DONOR RELATIONS OFFICER C ynthia M. K lug
COMMUNICATIONS AND M ARKETING ASSOCIATE
DONOR RELATIONS OFFICER
M arcia L. Bryant
K aren M. Sayre
COM MUNICATIONS AND M ARKETING ADM INISTRATOR
DONOR RELATIONS OFFICER
AND
VICE PR ESID EN T FOR HUM AN RESOURCES AND AD M IN ISTR A TIO N
Je a n A . Lang
C aprice H. Bragg*
Lin da F. G ersten
RESOURCES
Jan et M. C arpenter
ACCOUNTANT
GIFT PLANNING OFFICER
HUMAN
ADMINISTRATION
FINA NCIA L ANALYST
M a ry J. C lin k
Robert E. Eckardt*
C3
GRANTS ASSISTANT GRANTS ASSISTANT
EXECUTIVE ASSISTANT
^3
J.T. M ullen*
C harlotte J. M orosko
D en ise C am pbell
Q
FINANCE
PR ESID EN T & CEO
EXECUTIVE ADM INISTRATOR / ASSISTANT CORPORATE SECRETARY
S
D iane Kaszei
GRANTS MANAGER
R onald B. R ichard*
£-H c
OFFICE
SYSTEMS
DIRECTOR OF TECHNOLOGY Jan ice M. C utright
TECHNOLOGY OFFICER
GENERAL
COUNSEL
M arvelous R. Baker
SCHOLARSHIP ASSOCIATE
D eborah Read, Thom pson H ine LLP
Joan Cerne
DONOR RELATIONS ASSISTANT A lic ia C iliberto
DONOR RELATIONS ASSISTANT
M ary C lare D onnelly
PROGRAM ASSISTANT C ib aJo n e s
PROGRAM ASSISTANT S arah L. K in g
PROGRAM ASSISTANT AS OF MAY 1 , 2 0 0 5 ♦O F F I C E R S / M A N A G E M E N T C O M MI TT E E
STATEMENT
ON
DIVERSITY
The Cleveland Foundation exists to enhance the quality of life for all residents of Greater Cleveland. Our ability to achieve this m ission and to foster a commitment to excellence can best be pursued i f our
The Cleveland Foundation is committed
workforce, grantees, donors, partners and governing body include individuals of diverse backgrounds, beliefs and perspectives. The Foundation believes that diversity
to diversity and inclusion in everything
encompasses, but is not lim ited to, age, gender, race, national origin, religious beliefs, physical abilities and characteristics, sexual orientation, economic
that we do. From our grantmaking to our
circum stances and lifestyle. Thus, the Foundation is committed to fostering a supportive work en viron 足 ment, which respects and appreciates diversity in
donors to our staff, we strive to hear all voices and be fair and representative in all areas of our operations. Our Statement
its many form s and provides all sta ff m em bers with an opportunity to m axim ize the use of their workrelated sk ills and talents. The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland community. We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the
on Diversity reflects our commitment
benefits of diversity. Finally, in order to achieve the highest standards in all our activities, it is im portant that
to keeping diversity at the forefront.
the Foundation benefit from the perspectives of m any different segments of the community. Toward this end, we seek to collaborate with donors of varyin g means and interests. In addition, we encourage those individuals and organizations who appoint mem bers to our board of directors to seek com m unity leaders who w ill brin g varyin g points of view to board deliberations.
P A G E )45
““GIFTS A n o n y m o u s (15)
B & B B r o t h e r s E n t e r p r is e s Inc.
The 1525 F o u n d a t ion
D o l o r e s J. and L a w r e n c e J. Ba d ar
David A b b o t t and Jan R o l l e r
B a k e r & H o s t e t le r Co. LLP
F a r i b o r z K. Raika A b k e n a r
Fred J. B a ll
Renee S. Ab n ey
B a l t i m o r e C o m m u n i t y Fou nda tio n
Ian A b r a m s N e l s o n and Kay A b r a h a m s e n
Doug & Lu B a n n e r m a n Gift Fund of the F i d e l i ty C h a r i ta b le Gift Fund
Cloyd and C ath y A b r u z z o C h a r l e s E. A d a m s T r u s t
Jane Boyd
CH2M Hilt Inc.
Jo hn E. C r id la n d
Capri ce H. Br a gg and L a r r y J. T h o m a s
B.S. C h a n d r a s e k h a r
M i c h a e l A. and S us an M. C r is t a l
P a tri c ia B r a n d t
L au r a J. Ch a p m a n
Rand M. C u r t is s
Le o n a r d A. B r e t s c h n e i d e r Estate
Inajo D. C h a p p el l
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M r .* a n d M r s . C h a r l e s P. B a k e r Jr.
have made cumulative gifts of $10 ,0 0 0 or more. We are grateful
44 anonymous m em bers, for their philanthropic support.
M i c h a e l A . an d S u s a n K. C le g g Mr. a n d M r s . R o b e r t A. G a r d a Sr. A l b e r t I. G e l l e r a n d N o r m a C. G e l l e r C it y of C l e v e la n d Ju d ith Gerson
H a r r y F. a n d E l th a J. B a r t e l s
Ginny and Bob C lu tt e r b u c k
H a n n a H. a n d J a m e s T. B a r t l e t t
C o m m u n i c a t i o n s W o r k e r s of A m e r i c a - D i s t r i c t &â–
Sam B a rtle tt
C aro lin e Conrad
J o s e p h A. B a u e r , M.D . a n d S a l l y E. B a u e r, M.D.
R o b e rt and J ean C on ra d
W i l l i a m a nd M a r y B e c k e n b a c h
Susan Conrad
Leigh and J im B e n n e tt
A n d re a C on ra d -B ac h m a n
L e o n a rd and S u s a n B e rs o n
Mr. a n d M r s . W i l l i a m E. C o n w a y
The B ra n d o n F a m ily F o u n da tio n C h r i s t o p h e r B r a n d t , M.D . a n d B e th S e r s i g , M.D. G r a c e W. B r e g e n z e r Mr. a n d M r s . R o b e r t R. B r o a d b e n t J e a n e t t e G r a s s e l l i B r o w n a n d G l e n n R. B r o w n B u c k i n g h a m . D o o l i t t l e & B u r r o u g h s - C l e v e la n d L e n o r e V. B u f o r d , Ph .D. B. K i n g s l e y B u h l L a n c e C. B u h l J u d g e L i l l i a n W. B u r k e R ic h a rd and Joyce B u rk e R o b e rt and V irg in ia B u r k h a r d t Mr. a n d M r s . J o h n H. B u r l i n g a m e C a l fe e , H a l t e r & G r i s w o l d L L P D a v id a n d G i n g e r C a m p o p i a n o H a r r y a n d M a r j o r i e M. C a r l s o n J o h n J. a n d Tan a N. C a r n e y
The F itz g e ra ld F a m ily
M rs. K en ne th C le m e n t
D o r is A . C lin to n -G o be c
B P A m e r i c a Inc.
S c o tt and L a u r e n Fine
Y o la n d a a n d D o n G a m e s
C a ro ly n and Doug B a r r
M r s . R o g e r B o n d Jr.
Mr. a n d M r s . N i c h o l a s J. F e d e r i c o
R o b e r t J. F i t z s i m m o n s a n d M a r g a r e t A. C o l l i n s
M a i a n d Le a B a n k
C h a r l e s P. a n d J u l i a S. B o l t o n
J e a n E, F a i r f a x
John Gabel M r .* a n d M r s . M. R o g e r C la p p
K ent and J e a n n in e C a v e n d e r B a res
D o r i s A n i t a E v a n s , M.D . B e t t y H, F a i r f a x
C iu l l a , S m i t h & D a le L L P
F r e d J. B a l l a n d E l i z a b e t h S. B a l l
D. R o b e r t * a n d K a t h l e e n L. B a r b e r
to each of them, including the
M i c h a e l K. C h e r k i n i a n
H e a th e r and Je ff E ttin g e r
A n i l B. a n d P r e m a A. G o g a te G e o fre y a n d H elen G re e n le a f S a lly and Bob G ries Jane and J im G risw old S a l l y K. G r i s w o l d John, C hris tia ne , P a tric k and O liver G uinness W i l l i a m R. G u s t a f e r r o S u s a n M. H a f f e y J a c k * and J e a n e tte C ris lip Rev. E d w a r d T. a n d B r e n d a J. H a g g i n s Tim and Susan C u r tis s J a m e s J. H a m i l t o n David J. D a r r a h R a l p h W. H a m m o n d Ms . D. J, Davie H o ls e y Gates H an d yside Da v id G. a n d A d e l a i d e S. D a vi e s R a n d o l p h M. a n d T e r i A. H a n s e n Mr. a nd M r s . J. M i c h a e l Dav is S o n d r a a n d S te v e H a r d i s J o h n P. an d K a t h y M. D avi s W i l l i a m E a n d N a n c y M. H a r r i s D eaconess C o m m u n ity F oundation M a r y J a n e a n d S h a t t u c k H a r t w e l l Jr. J a m e s M. a n d A n n M. D e l a n e y C la r k H a rv e y and H o lly S elva g g i Dr. a n d M r s . M. S. D ix o n Jr. D o n a l d F. H a s t i n g s a n d S h i r l e y T. H a s t i n g s A d e la D D o l n e y H e n r y R. H a t c h a n d B a r b a r a H i t c h c o c k H a t c h * S a r a h L u n d a n d R o l a n d W. D o n n e m W i l l i a m R. a n d C o n s t a n c e S. H a w k e M rs. P h ilip d 'H u c D r e s s ie r L a u r a R. H e a t h Jim and Is a b e lle * D un la p P r e s t o n B. H e l l e r Jr. Th e D u n n i n g F a m i l y B e v e r l y G. a n d A l b e r t M. H i g l e y Jr. J o h n J. D w y e r * A n n e and T h o m a s H ilb e r t S u s a n L a j o i e E a g a n , Ph .D. D ebra H irs h b e rg and J a m ie H e c k e r E a to n C o r p o r a t i o n F o u n d a t i o n M o r l e y a n d E l i z a b e t h N. H i t c h c o c k G in n y a n d B o b E c k a r d t Robin and M e a c h a m * H itc h c o c k A n n C. a n d R i c h a r d L. E r n s t A r l e n e a n d A r t h u r S. H o l d e n
Mr. a n d M r s . R o n a l d D. H o l m a n Sr.
Dr. E l i z a b e t h B. M a s t r a n g e l o
M.W. P r i n c e H a l l G r a n d L o d g e of Ohi o
E d w a r d J. a n d E l i z a b e t h S t a r r
Mr. a n d M r s . M i c h a e l J. H o r v i t z
E l l e n L. M a s t r a n g e l o
Max and Lin d a P r o ffitt
B illie H o w la n d Steffee
T h e L o u i s e H. a n d D a v i d S. I n g a l l s F o u n d a t i o n
L is a B. M a s t r a n g e l o
P. E r i c a n d C a r o l A. R a l s t o n
L a e l A. S to n e , M.D.
Mr. a n d M r s . J o n a t h a n E. I n g e r s o l l
M a r k E. M a s t r a n g e l o
M r s . A l f r e d M. R a n k i n
G e o r g e B. S t o r e r F o u n d a t i o n Inc.
M a r g a r e t A. a n d R. L i v i n g s t o n I r e l a n d F o u n d a t i o n
M a r i a n n a C. M c A f e e
V i c t o i r e a n d A l f r e d M. R a n k i n Jr.
J a m e s P. S t o r e r
B. S c o t t I s q u i c k
T h o r n t o n D. a n d P e n n y P. M c D o n o u g h
C h a r l e s A. a n d l i a n a H o r o w i t z R a t n e r
F ra n k and B a r b a ra S u lliv a n
T h e J u d g e P e r r y B. J a c k s o n S c h o l a r s h i p
L a w r e n c e E. a n d S h e i l a R o w a n M c H a l e
Mr. a n d M r s . Tod d R. Ray
T h o m a s C. S u l l i v a n Jr.
J o h n J. a n d D o r e e n A. M c L a u g h l i n
F J a m e s a n d Rit a R e c h i n
T h o m a s and S a n dy S u lliv a n
M e d i c a l M u t u a l o f O h io Inc.
D o n n a a n d J a m e s Reid
A lic e and B e la S zigethy
Don and T e rri M ild e r
Dav id P. a n d S a n d r a Reif
D u d l e y J. Taw
F o u n d a t i o n Inc. R e v e r e n d A. W i l l i a m J a m e r s o n M e m o r i a l S c h o la r s h ip Fund Dr. N a n c y K u r f e s s J o h n s o n Mr. a n d M r s . B r o o k s M. J o n e s E l i z a b e t h W. a n d W i l l i a m M. J o n e s R i c h a r d E. a n d J u d i t h S. K a r b e r g D o n a l d J. K a t t a n d M a r i b e t h F i l i p i c - K a t t P a u l S. a n d C y n t h i a M. K l u g S t e w a r t A. a n d D o n n a M. K o h l V i l m a L. K o h n , Ph .D. M a r t i n R. K o l b a n d S a n d r a I. K i e l y J e a n A. L a n g Mr. a n d M r s . T o m H. L a n g C r a i g H. a n d K r i s t i J. L a t h a m
D e n n i s L. M i l l e r
Mr. a n d M r s . R a y m o n d M. R e i s a c h e r
M ike and Jane T e llo r
J a m i r M. a n d R a c q u e l A . M i l l e r
R o n a l d B. a n d B e s s R o d r i q u e z R ic h a r d
Mr. a n d M r s J o h n M. T u r n b u l l
S te v e n a n d D o l l y M i n t e r
W illia m H ughes R ob e rts
J o s e p h Tze ng
W i l l i a m A. a n d M a r g a r e t N M i t c h e l l
Dr. R i c h a r d a n d K a t h r y n R o b i n s
P h i l i p R. U h l i n
J. M i c h a e l a n d D ia n e M o n t e l e o n e
S c o t t D. an d L a u r i e L. R o u l s t o n
P a u l a n d S o n ja U n g e r
L i n d s a y J. a n d Da v id T. M o r g e n t h a l e r
Mr. an d M r s . T h o m a s H. R o u l s t o n
R o b e r t F. a n d B e v e r l y M a y V a il
S t e p h e n C. a n d A m a n d a F. M o r r i s
S c o t M. a n d T r a c i L. R o u r k e
C a t h e r i n e G. a n d D a l e E. V e r e s
Rev. Dr. O t is M o s s Jr. a n d E d w i n a M o s s
R P M I n t e r n a t i o n a l Inc.
T h e V i l l a g e F o u n d a t i o n (B a y V i l l a g e ]
Mr. a nd M r s . J o h n G. N e s t o r
R ussell R ealtors
S e n a t o r a n d M r s . G e o r g e V. V o in o v i c h
Mr. a n d M r s . F r e d e r i c k N e u b a u e r Jr.
Mr. a n d M r s . R i c h a r d H. Rye
M ichael W a lle r and D eborah T higpen W a lle r
C h a r l e s J. a n d P a t r i c i a P e r r y N o c k
SBC
N e i l R. a n d C o n s t a n c e B. W a x m a n
S h i r l e y R. N o o k
K a t h a r i n e B. S c a n l o n
C ydney W e in g a rt
N o r t h w e s t E m e rg e n c y Team
Bob S c h n e id e r
M rs. P e te r W e llm a n
J a m e s A. ( D o l p h ) a n d F a y - T y l e r N o r t o n
L in d a B u r w a s s e r S c h n e i d e r
W i l l i a m W e n d l i n g a n d L y n n e E. W o o d m a n
M r s . R. H e n r y N o r w e b Jr.
The Reverend D aniel H olt S c h o o n m a k e r
M a rg ie and J ohn W h e e le r
Joe and A r l in e N osse
J ill S c h u m a c h e r
M icha e l and J o A n n W hite
A n n a n d B o b O’ B r i e n
M r s . E l l e r y S e d g w i c k Jr.
B r a d l e y W. W h i t e h e a d
T h e O h io S a v i n g s B a n k C h a r i t a b l e Fu n d
A s h o k and Rajanee S h e n d u re
S u s a n and J a m e s L a t h a m B e n s o n P. a n d V i c k i P. Le e M r s . D a v id L e h t i n e n a n d F a m i l y A lan L e r n e r and Erica N ew C athy and Jo hn L ew is M r . * a n d M r s . W a y n e H. L e w i s Jr. The L in c o ln E le c t r ic F o u n d a tio n Mr. an d M r s . W i l l i a m M. O s b o r n e Jr.
Mr. a n d M r s . J o h n S h e r w i n Jr.
J. W a r d P a l l o t t a
R e g i n a l d an d L y n n S h i v e r i c k
M a r j o r i e K. P a l l o t t a
T e r r y S h o c k e y , F l o r e n c e * E. S h o c k e y
Mr. a n d M r s . C h a r l e s M. L o m b a r d y Jr. G ilb e rt and C aro l L o w e n th a l W i l l i a m E. M a c D o n a l d III a n d S u s a n W. M a c D o n a l d A lex and C a r o l M a c h a s k e e L in d a M a c k lin
C h a r l e s G. P a u li J a m e s E. a n d B a r b a r a G. P e a r c e E m i l y M. P e c k
R o b e r t P. a n d L e a t r i c e B. M a d i s o n
M a c G r e g o r W. P e c k
Ted M a n d e s a n d C y n t h i a C o s t e l l o
G i l b e r t S. P e ir c e
Dan and J a n ic e M a r g h e r e t
K a th e rin e and J a m e s P ender
R i c h a r d G. a n d C y n t h i a C. M a r s c h n e r
G e o r g e J. P i c h a , M.D.
H e r b e r t R. M a r t e n s
P ig n o le t F a m ily
M r s . L e o n a r d G. M a r t i e n J o e l D. M a r x F a m i l y
R i c h a r d W. a n d P a t r i c i a R. P o g u e P ric e w a te rh o u s e C o o p e rs LLP
and B u d * (Lovell] S h o ckey
and A m y W e is b e r g - W h it e h e a d C a r m e l B. W h i t i n g C ha rles D .W h itm e r and M a ry G . W h it m e r D av id P. W i l l i a m s III a n d J a n i c e C r o s s - W i l l i a m s Ruth W illia m s
R u t h J. S k u l y a n d L e o A . D e m i n g e r
M r s . M i c h a e l A. W i p p e r
M r s . J o s e p h i n e R. S l o a n
S u s a n W o lp e r t and R a y m o n d L e s s e r
S m a r t B u s i n e s s N e t w o r k Inc.
M a r g a r e t W. W o n g
R o b e r t L. a n d A n i t a L. S m i a l e k
J o h n and J a c q u e lin e W o o d s
D eborah A nn S m ith
R o b e r tJ . a n d J a n e tG . Yarom a
M r s . K e n t H. S m i t h
J o h n S ta n le y and M a r g a r e t I n g e r s o ll Z itz n e r
R u s s e l l H. a n d G r e t c h e n H. S m i t h Dav id S. S n a p p a n d V i r g i n i a R o b e r t s S n a p p
* Deceased
The Sogg F o u n da tio n F r a n k U. S o w e l l a n d L in d a A. J a c k s o n S o w e l l
PAGE ) 51
LEGACY.
society
M e m b e rs o f th e L e g a c y S o c ie ty h a ve p la n n e d a fu tu r e g ift to t h e ir c o m m u n ity th ro u g h a b e q u e st, t r u s t, p o o led in c o m e fu n d , life in s u r a n c e , c h a r ita b le g ift a n n u ity or c h a r ita b le r e m a in d e r tru st. We a re d e e p ly g r a te fu l to each of th e m , in c lu d in g th e 18 an o n y m o u s m e m b e rs , fo r t h e ir fo re s ig h t in h e lp in g to fu n d the fu tu r e n eed s o f o u r c o m m u n ity .
S t a n l e y I. a n d H o p e S. A d e l s t e i n
K e v in E l l i s o n
Gay C. a n d J a m e s T. K i t s o n
A r v i d S. a n d M a r i a n n e B, P e te r s o n
Ta n y a M. A l l m o n d
D o r i s A n i t a E va n s, M.D.
N o r m a n F. a n d S a n d r a L. K l o p p
D a v i d R. P i e r c e a n d P h i l i p M. Cuc ch ia r
P eter and Jane A n a g n o s to s
B e t t y H. F a i r f a x
A u g u s t a n d O lg a K o e n i g
F l o r e n c e K. Z. P o l l a c k
L o i s M. A p p l e g a t e
J e a n E. F a i r f a x
S te w a rt and Donna Kohl
L u c i a C. P o m e r o y
D o l o r e s J. a n d L a w r e n c e J. B a d a r
L a u r e n a n d S c o t t Fi ne
V i l m a L. K o h n , Ph .D .
C a r o lin e B r e w e r Goff P re n tis s
M a r v e l o u s Ray B a k e r
R ic h a rd Fink
M a r t i n R. K o l b a n d S a n d r a K i e l y K o l b
W illia m H ughes R oberts
F r e d J. B a l l a n d E l i z a b e t h S. B a l l
H e l e n V. F i t z h u g h
J u n e R. K o s ic h
J a m e s L. R y h a l Jr.
M a i a n d Lea B a n k
V i r g i n i a Q. F o le y
Mr. P h i l i p L. K r u g
Lynn Sargi
D. R o b e r t * a n d K a t h l e e n L. B a r b e r
C. H e n r y a n d C a r y n F o lt z
M a rjo rie and S a m ue l L a m p o rt
R obert Sch n eid er
R o n a l d C. B a r n e s
E d d ie F r y e r
Mr. a n d M r s . T o m H. L a n g
C a th e r in e S w in g S e llo r s
H a n n a H. a n d J a m e s T. B a r t l e t t
Jo hn Gabel
W i l l i a m F. L a u r i e * a n d G e o r g i a E. L a u r i e
Dr. G e r a r d a n d P h y l l i s S e l t z e r
R ic h a rd and M a r y B a tyko
P h i l i p H.* a n d J a n e G. G e i e r
Mr. a n d M r s . C h a r l e s L e a m y
Mr. a n d M r s . J o h n S h e r w i n Jr.
J e a n A. B e l l
R o b e r t M. a n d B a r b a r a Ginn
M r .* a n d M r s . W a y n e H. L e w i s Jr.
M r s J o s e p h i n e R. S l o a n
L e o n a B e v is
J u l i a n n e Go ss
Mr. a n d M r s . G. R u s s e l l L i n c o l n
RobertV . S p u rn e ya nd
C a p r i c e H. B r a g g
W i n i f r e d H. G r a y
K e n n e t h A. L i n s t r u t h , M.D.
J e a n n e t t e W. B r e w e r
S a ll y K. G r i s w o l d
C h a r l e s S. L u r i e , CLU
A r t h u r V. N. B r o o k s
Dr. M i c h a e l J. G r u s e n m e y e r
T h o m a s E. an d P a t r i c i a A. L u s k
L e n o r e V. B u f o r d , Ph .D.
B a r b a r a G u stafson
S h e ld o n and M a r ily n M a cLe o d
George W.* and H elen B o g g is B u rd g
R e v e r e n d E d w a r d T. H a g g i n s
F r a n k l i n F. M a r t i n
R o b e rt and V irgin ia B u r k h a r d t
M a ry L ou ise and R ic h a rd Hahn
A l i n e G. M a s e k
M i n n a S. B u x b a u m *
A lice H a m ilto n
F a t h e r J o h n R. M c C a r t h y , Ph .D.
M a n n y a n d C a r m e l l a C a l ta
A w ild a H am ilto n
S te v e n a n d D o l l y M i n t e r
T o m * and Peggy C a m p b e ll
M a r c i a G. H a n d k e
W i l l i a m A. a n d M a r g a r e t N. M i t c h e l l
F l o r e n c e W. S p u r n e y C a t h y A. S t a w a r s k i B illie H o w la n d Steffee R a l p h E. a n d B a r b a r a N. S t r i n g Mr. a n d M r s . J o s e p h H. T h o m a s D avi d a n d E l l e n Van A r s d a l e Dr. C e d o m i l * a n d M a r y V u g r i n c i c W i l li a m W e n d lin g and L y n n e E. W o o d m a n Mr. a n d M r s . R i c h a r d B. W e r n e r
H a r r y a n d M a r j o r i e M. C a r l s o n
H o l s e y G a te s H a n d y s i d e
A r t h u r P. M o e b i u s *
M a r y C. C a r t e r
R a n d o lp h M . a n d T e r i A . H ansen
D ia n e L. M o f f e t t
K a t h l e e n A. C e r v e n y
M a r y J a n e a n d S h a t t u c k H a r t w e l l Jr.
M a r y B. M o o n *
K e ll y C h a p m a n
D orothea Jean H a s s le r
J o h n B. M o o r e
Hazel M a rtin W illa c y
J o s e p h A. C h m i e l e w s k i
B e v e r l y G. a n d A l b e r t M. H ig l e y Jr.
Ann Jo ne s M organ
G e o r g e E. a n d R o l a n d e G. W i l l i s
M i c h a e l A. a n d S u s a n K. C le g g
E d it h F e l l i n g e r H irs C h
M r s S t a n l e y L. M o r g a n
G e n e v ie v e a n d A. C a r t e r W i l m o t
R u t h H. C o h n
M o r l e y a n d E l i z a b e t h N. H i t c h c o c k
R o b e r t D. a n d J a n e t E. N e a r y
Mr . a n d M r s . H. R o b e r t W i s m a r Jr.
R i c h a r d H. a n d C a t h y L. C r a b t r e e
M i c h a e l J. a n d S u z a n n e I H o f f m a n n
Mr. a n d M r s . J o h n G. N e s t o r
Mr. a n d M r s . D a v id L. Y e o m a n s
John C rid lan d
Ms . R u t h R. H o l m
J a m e s A, ID o l p h ) a n d F a y - T y l e r N o r t o n
P a trick Zohn
P i t t A. a n d S a l l y C u r t i s s
R o n a l d D. H o l m a n Sr.
M r s . R. H e n r y N o r w e b Jr.
M a lc o lm and H e le n e Z u c k e r
B eth D a r m s t a d t e r
P. C l a r k H u n g e r f o r d
J o h n F. O ' B r i e n
P h ilip D aw s o n
K a th e r in e and J o n a th a n In g e r s o ll
Mr. a n d M r s . S t a n l e y C. P a c e
D o n n a S te e n D e t t n e r
J e r r y and M a r th a J a r r e t t
M a r g a r e t P a tc h
H e n r y and M a ry D o ll
E l iz a b e t h W. a n d W i l l i a m M. J o n e s
Ta r u P a te l , M.D. a nd
J o h n A. W i e g m a n T h o m a s R. an d
J o h n E. D o x s e y P a t r i c i a J a n s e n D oyl e R u t h A. D r e g e r
L. M o r r i s , M.D. a nd A d r i e n n e L. J o n e s , Ph .D .
M a h e s h P a te l , M.D. B a r b a r a H. P a t t e r s o n
A n n e C. J u s t e r
F r e d e r i c k W. P a t t i s o n
W a l t e r C. K e l l e y *
K a th e r in e and J a m e s P e n d e r
D o r o t h y G. W i g g l e s w o r t h
* Deceased
LAWRENCE BADAR CHARITABLE GIFT ANNUITY E s t a b l i s h e d by D o l o r e s J. an d
MERVYNL JONES SCHOLARSHIP FUND
ELIZABETH F, ROEDER FUND
FOR BETHANY BAPTIST CHURCH
OFTHE CLEVELAND FOUNDATION
L a w r e n c e J. B a d a r to s u p p o r t t h e
E s t a b l i s h e d by B e t h a n y B a p t i s t C h u r c h to
E s t a b l i s h e d by t h e E s t a t e
H u n g e r N e t w o r k of C le v e la n d
p r o v i d e s c h o l a r s h i p s to c h u r c h m e m b e r s
of E l i z a b e t h R o e d e r
JOHN E. CRIDLAND CHARITABLE
ANN J. MORGAN CHARITABLE
THE JOSEPHINESPARROW FUND FORTHE
REMAINDER TRUST
REMAINDER UNITRUST
SPIRITUAL GROWTH OF ANTIOCH BAPTIST
E s t a b l i s h e d by J o h n C r i d l a n d to s u p p o r t
E s t a b l i s h e d by A n n J o n e s M o r g a n
CHURCH'S YOUTH FELLOWSHIP
n o n p r o f i t o r g a n i z a t i o n s t h a t p r o t e c t th e
E s t a b l i s h e d by t h e E s t a t e of J o s e p h i n e
e n v iro n m e n t and a n im a ls
S p a r r o w to s u p p o r t th e B a p t i s t Yo uth ELOISE M MORGAN CHARITABLE
F e l l o w s h i p at A n t i o c h B a p t i s t C h u r c h
REMAINDER UNITRUST DR. ADRIENNE L. & DR. L. MORRIS JONES
E s t a b l i s h e d by E l o i s e M. M o r g a n MALCOLM AND HELENE ZUCKER
CHARITABLE GIFT ANNUITY
CHARITABLE GIFT ANNUITY
E s t a b l i s h e d by L. M o r r i s J o n e s , M.D. STANLEY L. MORGAN CHARITABLE
a n d A d r i e n n e L. J o n e s , P h .D .
E s t a b l i s h e d by M a l c o l m an d
REMAINDER UNITRUST
H e l e n e Z u c k e r to s u p p o r t
E s t a b l i s h e d by S t a n l e y L. M o r g a n *
U n i v e r s i t y H o s p i t a l s of C l e v e la n d
NEW NAMED
funds
AND *PLANNED
gifts
MORLEYAND ELIZABETH N. HITCHCOCK CHARITABLE UNITRUST E s t a b l i s h e d by M o r l e y a n d E l i z a b e t h N. H i t c h c o c k
HA LH. REICHLE MEMORIAL FUND FOR THE MAINTENANCE OF THE GROUNDS OF THE GATES RESIDENCE E s t a b l i s h e d by t h e E s t a t e of B a r b a r a G a te s H a n d y s i d e
T h e fu n d s liste d h e re w ere d e sig n a te d fo r the e d u ca tio n a l, c h a rita b le an d p u b lic n e e d s o f the co m m u n ity , u n le s s o th e rw ise noted. We are g ra te fu l to each o f th em .
THE CLEVELAND FOUNDATION
^Received nearly $42 million in new gifts.
ANONYMOUS (61
JUDITH GERSON FUND
DR. WESLEY J. PIGNOLET FUND
KOREY STRINGER COMMUNITY FUND
E s t a b l i s h e d by Dr. W e s l e y J. P i g n o l e t *
E s t a b l i s h e d a s a m e m o r i a l fun d
E s t a b l i s h e d by a n o n y m o u s d o n o r s
OFTHECLEVELAND FOUNDATION
fo r v a rio u s c h a rita b le p urp o s e s
E s t a b l i s h e d by J u d i t h G e r s o n
ANONYMOUS
MORLEY HITCHCOCK FAMILY FUND
CHARITABLE FUND
FRANK AND BARBARA SULLIVAN FUND
E s t a b l i s h e d by an a n o n y m o u s d o n o r to
E s t a b l i s h e d by M o r l e y an d
E s t a b l i s h e d by P. E r i c a n d
E s t a b l i s h e d by F r a n k an d
p r o v i d e c o l l e g e s c h o l a r s h i p s to i n n e r - c i t y
E l i z a b e t h N. H i t c h c o c k
C a r o l A. R a l s t o n
B a rb a ra S u lliv a n
ERNESTINE J. HOLMAN FUND
THE DOROTHY A. RIDDELL MEMORIAL FUND
U. S. BANK COMMUNITY FUND
E s t a b l i s h e d by Mr. an d
E s t a b l i s h e d by J a m e s A. R i d d e l l
E s t a b l i s h e d by U. S. B a n k
M r s . R o n a l d H o l m a n Sr.
in m e m o r y of D o r o t h y A. R i d d e l l
LATHAM FAMILY FUND
THE SCOT AND TRACI ROURKE FAMILY FUND
PHILANTHROPIC FUND
in r e c o g n i t i o n o f K o r e y S t r i n g e r CAROL AND ERIC RALSTON
NEW DONOR ADVISED
funds The funds listed here were
G l e n v i l l e H ig h S c h o o l s t u d e n t s to a t t e n d c o lle g e and fo r o th e r c h a r ita b le in te r e s ts of t h e d o n o r
CLOYD J. ABRUZZO FAMILY FUND THE ROBERT F. & BEVERLY M. VAIL
E s t a b l i s h e d by Clo y d J. an d C a t h y A. A b r u z z o
E s t a b l i s h e d by C a r o l L a t h a m ,
E s t a b l i s h e d by S c o t M. a nd
E s t a b l i s h e d by R o b e r t F. and
C r a i g L a t h a m a nd J a m e s L a t h a m
T r a c i L. R o u r k e
B e v e r l y M a y Va il
THE LEHMAN FAMILY FOUNDATION
RUSSELL REALTORS
e d u c a tio n a l and p r o f e s s io n a l tr a in in g
E s t a b l i s h e d by J a n e and
E s t a b l i s h e d by R u s s e l l R e a l t o r s
n e e d s in G r e a t e r C l e v e l a n d ' s A f r i c a n -
Je ffre y Lehm an
to h e l p c h i l d r e n in n ee d
LOWENTHAL FAMILY FUND
THE CHARLES L. SALLEE JR. FUND
designated for the educational, ALCOA FUND OF
charitable and public needs of the
THE CLEVELAND FOUNDATION E s t a b l i s h e d by A l c o a to a d d r e s s
community, unless otherwise noted. We are grateful for each of them.
A m e r ic a n and H is p a n ic c o m m u n itie s
COSTELLO FOUNDATION
E s t a b l i s h e d by G i l b e r t L o w e n t h a l
E s t a b l i s h e d by L i n d a C o s t e l l o
E s t a b l i s h e d by R e n e e S. A b n e y an d C o c o L. S a l l e e to p r o v i d e s c h o l a r s h i p s in t h e f i e l d o f Fi n e A r t a n d to s u p p o r t
THE MANOES FUND THE DAVIS FAMILY CHARITABLE FUND E s t a b l i s h e d by J o h n P. a n d K a t h y M. Dav is
K a ra m u House
E s t a b l i s h e d by C y n t h i a C. C o s t e l l o a n d Ted M a n d e s II SERSIG/BRANDT FAMILY FUND E s t a b l i s h e d by B e th S e r s i g . M.D.
RICHARD AND JOHANE DIGERONIMO FAMILY FUND E s t a b l i s h e d by R i c h a r d an d Johane D iG ero n im o
THE MARX FAMILY MEMORIAL FUND
a n d C h r i s t o p h e r B r a n d t , M.D.
E s t a b l i s h e d b y J o e l D . M a r x to s u p p o r t c a u s e s a d d re s s in g ch ild h o o d d ise a se s, yo u th s u b s ta n c e abu se
SPECIAL FUNDNO. 22
and e ntre p re n e u rs h ip
E s t a b l i s h e d by an a n o n y m o u s d o n o r
LAWRENCE E. AND
SPECIAL FUND NO. 23
FUNNY TIMES PEACE FUND E s t a b l i s h e d by R a y m o n d L e s s e r an d S u s a n W o l p e r t to p r o m o t e i n n e r an d
SHEILA ROWAN MCHALE FOUNDATION
o u t e r p e a c e , to s u p p o r t o r g a n i z a t i o n s and
E s t a b l i s h e d by L a w r e n c e E. an d
p r o je c ts th a t p ro m o te kin d n e s s , so cia l
S heila R owan M cH ale MARY ADELE SPRINGMAN FUND
ju s tic e and a s u s ta in a b le fu tu r e o r that p ro m o te re lig io u s and s p ir itu a l g ro w th and e n lig h t e n m e n t o r p r o je c ts th a t b rin g p e o p l e t o g e t h e r f o r fu n
E s t a b l i s h e d by an a n o n y m o u s d o n o r
E s t a b l i s h e d by D a v id G. H i l l THEGALEN MILLER FUND E s t a b l i s h e d by th e G a le n M ille r F o undation
* Deceased
THE C L E V E L A N D F O UN DA T I O N
^Achieved a high watermark of $i.633 billion in assets.
ANONYMOUS 11]
ROBERT P. MADISON SCHOLARSHIP FUND
KATHYBROOKSSCHOLARSHIP FUND
p r o v i d e a c a d e m i c s c h o l a r s h i p s to
NEW SCHOLARSHIP
E s t a b l i s h e d by R o b e r t P. M a d i s o n to aspiring A fric a n -A m e ric a n stu d e nts E s t a b l i s h e d by J o h n a n d M a r i l y n B r o o k s a n d J . D a n i e l a n d L i n d a B r o o k s to a w a r d
i n t e r e s t e d in a r c h i t e c t u r a l s t u d i e s
funds
and c a re e rs
c o l l e g e s c h o l a r s h i p s to s e n i o r s at A s h t o n - F r a n k l i n H ig h S c h o o l ARTHUR P. AND RUTH H. MOEBIUS SCHOLARSHIP FUND WILLIAM E. HARRIS SCHOLARSHIP FUND E s t a b l i s h e d by A r t h u r P. M o e b i u s M a r i t a l E s t a b l i s h e d by f a m i l y a n d f r i e n d s in h o n o r of W i l l i a m E. H a r r i s ' 7 0t h
T r u s t to p r o v i d e s c h o l a r s h i p s to s t u d e n t s f r o m A u r o r a H ig h S c h o o l
b i r t h d a y to p r o v i d e s c h o l a r s h i p s to B a ld w in -W a lla c e C ollege stu d e n ts
NEW ORGANIZATIONAL
endowment funds
Th e B e l l f l o w e r C e n t e r E n d o w m e n t Fu n d Th e C a d iz A l u m n i S c h o l a r s h i p Fu n d C l e v e l a n d P h i l h a r m o n i c O r c h e s t r a Fu n d E r n e s t i n e J. H o l m a n F u n d o f T h e L e a g u e o f W o m e n V o t e r s o f L a k e C o u n t y Fi n e A r t s A s s o c i a t i o n R o g e r a n d A n n e C la p p C h a i r of T h e a t r e A r t s The G a th e ring Place Fund H u n g e r N e t w o r k o f G r e a t e r C l e v e l a n d Fu n d K l e i n C u y a h o g a V a ll e y L e g a c y Fu n d N o r t h C oast C o m m u n it y H o m e s E n d o w m e n t Fund Th e P h i l l i p s - O s b o r n e E d u c a t i o n a l F o u n d a t i o n Inc. F u n d Th e P h i l l i p s - O s b o r n e S c h o o l Fu n d The P ro v id e n c e H ou se E xp a ns io n E n d o w m e n t Fund The P ro v id e n c e H ou se P rija te l E n d o w m e n t Fund R o n a l d M c D o n a l d H o u s e o f C le v e l a n d Inc. E n d o w m e n t F u n d S i n g i n g A n g e l s ' W i l l i a m C. B o e h m E n d o w m e n t F u n d
P A G E )55
THE CITY OF CLEVELAND'S CABLE TELEVISION MINORITY ARTS AND EDUCATION FUND
SUPPORTING
organizations
GOODRICH SOCIAL SETTLEMENT DIRECTORS:
THE MEDICAL MUTUAL
TH ET RE U- MA RT FU ND
OF OHIO CHARITABLE FOUNDATION
A s u p p o r t i n g o r g a n i z a t i o n of b o t h T h e
DIRECTORS:
M i c h a e l J. H o f f m a n n
DIRECTORS:
C le ve la n d F o u n d a tio n and Th e J e w is h
H o n . R o o s e v e l t C o a ts
A n n L. M a r o t t a
J a m e s M. D e l a n e y
C o m m u n it y F e d e ra tio n o f C le v e la n d
B a r b a r a J. D a n f o r t h
S. S t e r l i n g M c M i l l a n III
A r t h u r L a v i n , M.D.
DIRECTORS:
S h a r o n H. G l a s p i e
S te v e n A. M i n t e r
M a r g o Rot h
H a n n a H. B a r t l e t t
M i c h a e l J. H o f f m a n n
R i c h a r d W. P o g u e
S u s a n M. T y l e r
H e n r y J. G o o d m a n
T h o m a s E. W a g n e r
S te v e n A. M i n t e r Hon. S a b ra P ie rc e S c o tt Yv o n n e P o i n t e r - T r i p l e t t H i l a r y S, T a y l o r
THE HIGLEY FUND DIRECTORS:
THESHERWICK FUND DIRECTORS:
A l b e r t M. H ig l e y Jr.
J o h n S h e r w i n Jr.
THE ALTON F. AND CARRIE S. DAVIS FUND
B e v e r l y G. H ig l e y
H ea th e r S h e rw in
DIRECTORS:
M ichael J H offm ann
S t e w a r t A. K o h l
M a r j o r i e M. C a r l s o n
J a n e t E. N e a r y
D avi d W. W h i t e h e a d J a c q u e l i n e F. W o o d s
S h a t t u c k W . H a r t w e l l Jr., M.D. A d rie n n e Lash Jones H a r v e y G. O p p m a n n
THE MCDONALD FUND DIRECTORS: Gary B leiw eiss
A m y M orge n ste rn (e ffe c tiv e J a n u a r y 2005]
J a m e s M. D e l a n e y
M a r y Ja ne Davis H a r t w e l l
M a ry Lou ise Hahn S te v e n A. M i n t e r
THE BILLIE HOWLAND STEFFEE FAMILY FUND DIRECTORS:
P e te r B ro e r
S u s a n W. C a r g i l e
Da v id G. H il l
S u s a n Lajoie Eagan
Eric T o lb e rt
S te v e n A. M i n t e r
E r n e s t W i l k e r s o n Jr.
J o n H. O u t c a l t B illie H o w la n d Steffee
A l b e r t B. R a t n e r A d e l e Z. S i l v e r ( c o m p l e t e d t e r m D e c e m b e r 20 0 4 ) A r t h u r W. T r e u h a f t
Choosing the investment option for philanthropic funds is just as important as the decision to entrust The Cleveland Foundation with overseeing and distributing those funds. The Foundation provides donors with a variety of investment options and strategies to choose from for the fund they establish, allowing them to select the one that will help them meet their philanthropic objectives.
BAN K5
INVESTMENT
MANAGEMENT
FIRMS
B a n k O n e Ohi o T r u s t Co., N A
A llia n c e C apital
1300 EAST NINTH STREET
3201 ENTERPRISE PARKWAY
KEYTOWER
SUITE 1300
SUITE 240
127 PUBLIC SQUARE
CLEVELAND, OH 4/.1U
CLEVELAND, OH 44122
SUITE 4130
F irs tM e rit Bank, NA
C a r n e g i e C a p i t a l M a n a g e m e n t Co.
101 WEST PROSPECT AVENUE
1228 EUCLID AVENUE
M e llo n Private T ru s t Com pany, NA
SUITE 350
SUITE 1100
30195 CHAGRIN BOULEVARD
CLEVELAND, OH 44115
CLEVELAND, OHIO 44115
SUITE 350W
The H u n tin g to n N a tio n a l Bank
F a i r p o r t A s s e t M a n a g e m e n t LLC
917 EUCLID AVENUE
3636 EUCLID AVENUE
CLEVELAND. OH 44115
SUITE 3000
1422 EUCLID AVENUE
CLEVELAND, OH 44115
SUITE 1130
L a k e p o in t In v e s tm e n t P a r t n e r s LLC
CLEVELAND, OH 44114
CLEVELAND, OH 44124
K e yB ank, NA 127 PUBLIC SQUARE
The Private T ru s t C om pany
CLEVELAND, OH 44115 T h e G l e n m e d e T r u s t Co., N A
16TH FLOOR
ONE CORPORATE EXCHANGE
Union H e rita g e
CLEVELAND, OH 44114
25825 SCIENCE PARK DRIVE
2 11 W FORT STREET
SUITE 110
SUITE 615
BEACHWOOD, OH 44122
DETROIT. Ml 48226
G r i e s F i n a n c i a l LLC
INDIVIDUAL
N a t i o n a l C it y B a n k 1900 EAST NINTH STREET CLEVELAND, OH 44114
ADVISORS
1801 EAST NINTH STREET N o r t h e r n T r u s t B a n k , FS B
SUITE 1600
127 PUBLIC SQUARE
CLEVELAND, OH 44114 The In v e s tm e n t Fund fo r F o u n da tio ns 2405 IVY ROAD
U.S. B a n k
BD S F i n a n c i a l S e r v i c e s C le v e l a n d F i n a n c i a l G r o u p
SUITE 5150 CLEVELAND, OH 44114
A d v e s t Inc.
CHARLOTTESVILLE, VA 22903
Fe rris B a ke r W a tts G oldm an Sachs M e r r ill Lynch M cD o n a ld Fin a n c ia l Group
1350 EUCLID AVENUE SUITE 1100
K a rp u s In v e s tm e n t M a n a g e m e n t
CLEVELAND, OHIO 44115
183 SULLY'S TRAIL PITTSFORD, NY 14534
R o b e r t W. B a i r d & Co. Inc.
INDEXED
MUTUAL
FUNDS
Th e V a n g u a r d G r o u p
TCF
POOL
P A G E }57
Philanthropy is not just giving of treasure, but also of time and talent. The Foundation is thankful for the many individuals who volunteer both their energy and expertise:
AFRICAN-AMERICAN OUTREACH
LAKE-GEAUGA
COMMITTEE
BanK
trustees committee
B a r r y M Byron
ADVISORY COMMITTEE
( c o m p l e t e d t e r m M a r c h 20051 L a w r e n c e J. D o l a n
The R everend E lm o Bean
R a l p h R. D ot y
T e r e s a B e a s le y , Esq .
( r e s i g n e d M a y 2 00 4 ]
C h a r l e s B u r k e t t Jr.
D ebra H e rs h e y Guren
In a jo C h a p p e l , Esq. T h e H o n o r a b l e L i l l i a n W. B u r k e Donald G ra h a m
C a t h e r i n e C. H a w o r t h B e r t H o lt (effe ctive D e c e m b e r 2004] J o h n D. L e e c h ( e f f e c t i v e A p r i l 20051
D o n e t D. G r a v e s , Esq.
G e o r g e B. M i l b o u r n
V i v ia n H a i r s t o n
R o b e r t B. H e i s l e r Jr. CHAIRMAN, KEYBANK CEO, MCDONALD FINANCIAL GROUP
N a n c y W. P a t t e r s o n
D a vi d H il l , Esq. Dr. A d r i e n n e L. J o n e s S arah K isne r
PROMOTING
F ra n k lin M artin
COMMITTEE
K i m b e r l y St. J o h n - S t e v e n s o n
EXTERNAL ADVISORS R i c h a r d B. A i n s w o r t h Jr.
C a rm e l W h iting
COMMITTEE
S c o t t A. Fi ne
J e r r y K e ls h e im e r
J a m e s B. G r i s w o l d ( s e r v i c e e n d e d 20 0 4 )
INTERIM PRESIDENT, NORTHERN OHIO REGION
V i v ia n D. H a i r s t o n
HUNTINGTON NATIONAL BANK
O l i v e r C. H e n k e l Jr.
EXTERNAL ADVISOR
J o s e p h W. K a m p m a n
J a m e s M. D e l a n e y
COMMUNICATIONS MARKETING
AND
COMMITTEE
B r u c e M u r p h y ( s e r v i c e e n d e d 200 4 )
J a m e s M. M a lz
J a m e s R. P e n d e r
PRESIDENT, CLEVELAND MARKET
K athy P e n de r
BANK ONE, NA
M a r i a Q u i n n , Esq P a u l J. S c h l a t h e r
EXTERNAL ADVISORS
P h i l i p L Rice
L a r r y B e n d e r s (e ffe c tiv e A p r il 2005] R i c h a r d D e C h a n t ( e f f e c t i v e A p r i l 20051 K a r e n R. H a e f l i n g Je rryW , Hoegner
SCHOLARSHIP
SELECTION
AND A DV I S O R Y
COMMITTEE
EXTERNAL ADVISORS
J a n e L i s y ( e f f e c t i v e A p r i l 20 0 5 ) J a m e s G. L u b e t k i n M o h a n R e d d y ( e f f e c t i v e A p r i l 20051
S is te r A lic ia A lv a r a d o D eborah D aberko S a n t i a g o F e l i c i a n o Jr. K a th le e n F re ilin o
INVESTMENT
COMMITTEE
EXTERNAL ADVISORS M a l v i n E. B a n k
T im o th y G oler K a re n Kopp M onique Lew is ( s e r v i c e e n d e d D e c e m b e r 2004 )
D a v id R. B o l e s
M a ry Lynne M cG overn
R o b e r t L. B o v i n e t t e
B ruce M urphy
R o b e r t M. H a m j e
( s e r v i c e e n d e d D e c e m b e r 2 00 4 ] N ativ id a d Pagan
INVESTMENT COMMITTEE CONSULTANTS B. G r a d y D u r h a m , P r e s i d e n t M o n t i c e l l o A s s o c i a t e s Inc. P a tr ic k S u lliv a n M o n t i c e l l o A s s o c i a t e s Inc. C l e v e l a n d O f fi c e
David J. J a n u s PRESIDENT AND CEO, NORTHERN DIVISION FIRSTMERIT BANK, NA
Faye P r o u t
AUDIT
PHILANTHROPY
C h r is to p h e r S e d lo c k L aw re n ce Sim pson Ry an T e m p l e W illia m Woods Da v id Yen
PRESIDENT AND CEO NATIONAL CITY BANK
CREDITS
EDITOR Ju lie H rabak
ASSISTANT EDITOR M arcia L. Bryant
ED ITORIA L ASSISTANCE PROVIDED BY A lic ia M. C ilib erto D iane C. Kaszei Je a n A . Lang Kathy S. Parker
GRAPHIC DESIGN Edw ard Howard & Co.
CLEVELAND, OHIO PHOTOGRAPHY Nick Cool, The Im age Works B oard Photography, Donor Photography (except Goodman & Guinness)
SALEM , OHIO M ike W ilkes Photography Inc. C om m unity-R espon sive G ran tm ak in g Photography
CLEVELAND, OHIO G ary Y asaki Photography B oard-D irected In itiatives Photography
CLEVELAND, OHIO G oodm an photo on page 3 i courtesy o f Scott Shaw
© 2004 TH E PLA IN DEALER, ALL RIGHTS RESERVED. REPRIN TED W ITH PERM ISSIO N. PRIN TER SP Mount P rin tin g Com pany
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