Mar 28, 2016
T H E C L E V E L A N D F O U N D A T I O N ' S M I S S I O N
is to enhance thefor all citizens of Greater Cleveland, now and for generations to come, by building community endowment, addressing needs through grantmaking, and providingleadership on key community issues.
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(/IL O ContentsLetter From the Chairperson and Executive D irector/President .................... 2
V * « * r # Board of Trustees and Distribution Com m ittee ................................................. 4
Executive Officers and Program Staff ...................................................................6
A Rev iew of 1995 ...................................................................................................... 9CIVIC AFFAIRS AND ECONOMIC DEVELOPMENT..................................................................... 10CULTURAL AFFAIRS ...........................................................................................................12EDUCATION......................................................................................................................14HEALTH .......................................................................................................................... 16SOCIAL SERVICES ............................................................................................................. 18GEOGRAPHIC FUNDS.........................................................................................................20SPECIAL PHILANTHROPIC SERVICES .....................................................................................22
Build ing Com m unity E n d o w m e n t ....................................................................... 24HOW YOU CAN GIVE TO THE CLEVELAND FOUNDATION........................................................25GOFF AND LEGACY SOCIETIES ........................................................................................... 261995 NEW ASSETS...........................................................................................................28PERMANENT FUNDS .........................................................................................................29PROJECT ACCOUNTS .........................................................................................................38DONOR-ADVISOR FUNDS ..................................................................................................39AGENCY ENDOWMENTS .................................................................................................... 40SUPPORTING ORGANIZATIONS ........................................................................................... 41
1995 Financial H ig h lig h ts .......................................................................................46
1995 Financial Report ........................................................................................... 48
Applying for a Grant ................................................................................................57
1995 G ra n ts ............................................................................................................... 58
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The year 1995 brought Cleveland a remarkable array of highs and lows. The Rock and Roll Hall of Fame and Museum opened to international fanfare, the Indians went
STEVEN A. WINTER, Executive Director/President CHARLES A. RATNER, Chairperson T i n • rto the World Series for the first time in 41 years, and the downtown sky blazed with New Year’s Eve fireworks to launch the city’s bicentennial year.
Visitors are coming from around the world to witness Cleveland’s renaissance. Taking the long view, however, the Foundation looks beyond the present to focus on the future:
How can renaissance become reality for all the citizens of Greater Cleveland?
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The longer view: arts, neighborhoods, schoolsCommunity foundations, as the communities they serve, are flexible entities. They reflect shared values and interests constantly tested by pressures of social change, diversity, technology and time. We believe our prim ary business is twofold: responding to needs brought forward by the community, and addressing enduring issues that transcend generations. In 1995, our longer-term view was particularly evident in im portant activities in the arts, Cleveland’s neighborhoods and the Cleveland Public Schools.
Sustaining Cleveland's cultural communityThe Foundation traditionally has approached key issues through the study commission process. We em panel community leaders to examine im portant topics, and build inform ation to guide our future direction and foster public understanding and cooperative civic action.
Last year we appointed a study commission to examine survival issues for Cleveland’s perform ing arts. The panel’s research confirms that our arts community displays rem arkable depth, breadth and quality; no o ther city of our size enjoys similar cultural resources.
For the present, Cleveland rem ains the only large city no t to have lost a major cultural institution. However, it cannot boast a financially robust arts community. Recom m endations from the Civic Study Commission on the Perform ing Arts, expected in mid-1996, should stimulate new mechanism s for integrating Cleveland’s rem arkable cultural institutions into the city’s renaissance.
Revitalizing the city's neighborhoodsIn 1993, the Foundation’s study commission on persistent urban poverty called for new approaches to address poverty in Cleveland’s neighborhoods. Today, the Poverty Commission’s action arm, the Cleveland Community- Building Initiative (CCBI), is working with our support in four inner-city neighborhoods. CCBI fosters redevelopm ent by em powering residents and stakeholder institutions to build on existing physical and hum an resources. We also support related program s for renewed housing and commercial development.
Reforming Cleveland's schoolsIn one of 1995’s most dramatic developments, the U.S. C ourt of Appeals ordered control of the Cleveland Public Schools transferred to the state superin tenden t of public instruction. The C ourt cited the school district’s inability to carry out its educational agenda due to lack of local school board control, “internal dissention, lack of leadership and fiscal irresponsibility.”
We rem ain deeply com m itted to strengthening Cleveland’s schools, joining with o ther civic partners and
the Cleveland Public Schools Strategy' Council to im plem ent bold reform . We currently support new efforts by the Mayor, the Citizens League Research Institute, The Cleveland Initiative for Education and The Cleveland Education Fund.
National trends and ClevelandSeveral growing trends continue to affect ou r region. Devolution, the shift of resources and policy m aking from the federal level to states and localities, b rough t early indicators of profound change in our community. M anaged care began to im pact the delivery o f health care and social services, particularly to families and children in poverty. Funding cuts pushed agencies to do m ore with less.
These powerful national and local changes are driving the public, private and nonprofit sectors to define new functions and relationships. Examining our own role, we developed and adopted a new mission statement stressing three activities: building community endowment, addressing needs through grantmaking, and providing leadership on key issues.
Partners, colleagues and friendsFive trustee banks and six investment firms manage our assets. In the excellent financial markets of 1995, our asset base grew from $730 million to $902 million.
The Board of Trustees and Distribution Committee, a dedicated group of 11 knowledgeable volunteers, governs the Foundation. We especially wish to thank Alfred M. Rankin Jr. for his four years of stewardship as chairperson. During his tenure, we established a special initiative to combat persistent poverty, launched the perform ing arts study commission, and adopted our new mission statem ent and spending policy. We are grateful for his leadership.
Two Board members, the Reverend Elmo A. Bean and Jam es M. Delaney, com pleted their terms; we thank them for their service. We also welcome two new m em bers, John Sherwin Jr. and Alex Machaskee. O ur nationally recognized staff supports the Board in its work.
In mid-year we were saddened by the death o f Charles R. McDonald, who established the M cDonald Fund as a supporting organization in 1984. U nder his leadership, the Fund developed the Collinwood Enterprise Center, now part of the N eighborhood Economy Initiative.
Finally, we have m ade several im portan t changes to this year’s annual report in order to make it m ore readable and informative. We hope you will share your opinion of the book so that we may continue to improve it, and we trust you will find useful inform ation in its pages.
Board of Trustees and Distribution Committee
James E. Bennett III Doris A. Evans, M.D. Adrienne Lash Jones
Catharine Monroe Lewis Alex Machaskee James V. Patton
John Sherwin Jr. Jerry Sue Thornton
T he Board o f Trustees and Distribution Com m ittee governs
The Cleveland Foundation. It establishes policy, sets priorities and makes final decisions to authorize grants. All m em bers are volunteers who serve without pay for five-year terms; no m em ber may serve for m ore than ten years.
The appointm ent process ensures that the Board will have a broad range of views and knowledge o f the community.
T he Trustees Com m ittee, which consists o f the chief executive officers of the Foundation’s trustee banks, appoints five mem bers.
Five additional m em bers are appointed by public officials: one each by the chief judge o f the U nited States District Court, N orthern District of O hio, Eastern Division; the presiding judge of the Probate C ourt o f Cuyahoga County; the chief justice of the C ourt o f Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the president of the Federation for Community Planning.
These five “public” appointees m eet as a com m ittee to choose the B oard’s eleventh m em ber, an individual with a backgroundoin private philanthropy.
Alfred M. Rankin Jr.
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Charles A. RatnerChairpersonAppointed 1992 by the Committee of Five Distribution Committee MembersChuck Ratner is president and chief executive officer of Forest City Enterprises. He is a trustee of the Mandel Associated Foundations, David and Inez Myers Foundation, Forest City Charitable Foundation and the Mt. Sinai Health Care Foundation. Currently, he is on the boards of The Musical Arts Association, Greater Cleveland Growth Association, Cleveland Tomorrow,Jewish Community Federation and the Council for Initiatives in Jewish Education, and is president of the Jewish Education Center of Cleveland. He has also served as a trustee of United Way Services, Mt. Sinai Medical Center and Hawken School.
Jerry V. JarrettVice ChairpersonAppointed 1988 by the President o f the Federation for Community Planning; reappointed 1993Jerry Jarrett is retired chairman and chief executive officer of Ameritrust Company and its holding company, Ameritrust Corporation. He is a director of Forest City Enterprises, Inc. and chairs the board of Baldwin-Wallace College. He is also treasurer of The Musical Arts Association, and a trustee
5 of The Cleveland Clinic Foundation,The Holden Arboretum and the Center for Families and Children. He chaired the 1986 United Way campaign, which raised more than $47 million, and has served as chairperson of United Way
' Services, United Way Assembly and The Salvation Army. He serves on the National Advisory Board of The Salvation Army.
lames E. Bennett IIIAppointed 1994 by the Trustees CommitteeIn his 28-year tenure at McKinsey & Company, Jim Bennett has served as managing director for Canada, managing director of the Cleveland/Pittsburgh Office Complex, member of the worldwide Executive Committee and member of the worldwide Shareholders Committee. He currently is a director in McKinsey's Cleveland office. He is vice chairman of the Cleveland Ballet and a trustee of Hathaway Brown School. He serves on the Visiting Committee of Case Western Reserve University's Weatherhead School of Management and the Trustee Advisory Council of Phillips Exeter Academy. He holds a juris doctor degree from Harvard University Law School.
Doris A. Evans, M.D.Appointed 1992 by the Trustees Committee; reappointed 1996Dr. Doris Evans, a pediatrician whose private practice emphasizes preventive health, is an associate clinical professor of Pediatrics at Case Western Reserve University. The former executive director of the Glenville Health Association, she is a past director of Ameritrust Corporation, Ameritrust Company National Association and Ameritrust Development Bank. She is a director of Society National Bank and a trustee of Cuyahoga Community College Foundation. A member of the American Academy of Pediatrics, Northern Ohio Pediatric Society and Cleveland Medical Association, she is also a lifetime member of the NAACP and an active member of Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the University of Chicago and a doctorate in medicine from Case Western Reserve University.
Adrienne Lash JonesAppointed 1988 by the Chief Judge, U. S. District Court, Northern District of Ohio; reappointed 1989; reappointed 1994Dr. Adrienne Jones is an associate professor in the Department of African- American Studies at Oberlin College and holds a Ph.D. in American Studies from Case Western Reserve University. She serves on the board of The Cleveland Museum of Art and has been active with the Young Women's Christian Association as vice president of its national board of directors (1976-82) and currently as a member of the National YWCA Board of Trustees. She is a member of the Visiting Committee for Student Affairs at Case Western Resen/e University and the Alumni Advisory Committee of the Women's Community Foundation, and a former board member of the Federation for Community Planning.
Catharine Monroe LewisAppointed 1994 by the Trustees CommitteeCathy Lewis is vice president and co-owner of Resource Careers, an international company specializing in spouse employment services for dualcareer families. She is a director and past president of Rainbow Babies and Childrens Hospital and a trustee of Baldwin-Wallace College, University Mednet, University Hospitals Health Systems, Inc. and the Center for International Health. She served on the Citizens' Committee on AIDS/HIV which devised Cleveland's strategy for AIDS prevention, education and service
delivery and is chair of its successor organization, the AIDS Funding Collaborative. She is a graduate of Leadership Cleveland and recipient of the YWCA's 1992 Career Women of Achievement Award.
Alex MachaskeeAppointed 1996 by the ChiefJustice, Court of Appeals,Eighth Judicial District of OhioAlex Machaskee is publisher, president and chief executive officer of The Plain Dealer. He serves as chairman of the Greater Cleveland Roundtable and vice president of The Musical Arts Association. He is on the boards of The Ohio Arts Council, Convention and Visitors Bureau of Greater Cleveland, The City Club Forum Foundation, University Hospitals Health Systems,Inc., University Circle Incorporated, the Greater Cleveland Growth Association, Cleveland Tomorrow, The National Conference, the Great Lakes Science, Environment and Technology Museum, Cleveland Council on World Affairs, United Way Seivices, The Cleveland Initiative for Education and the Rock and Roll Hall of Fame and Museum, among others.
James V. PattonAppointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995Jim Patton is a retired vice president of Blue Cross and Blue Shield of Ohio, and now serves as a consultant in government relations, health policies and business affairs. He has served on the executive committee of the National Foundation of the March of Dimes, Cuyahoga County Division; the Cleveland Academy of Medicine's Cost Containment Committee on Health Education; as vice chairman of New Business Development for United Way Services; and chairman of the City of Westlake's Assessment Equalization Board. He is a member of the Greater Cleveland Growth Association. He has also served on the board of directors of the Cleveland Advertising Club, the advisory board of Catholic Social Services of Cuyahoga County and as trustee of the American Cancer Society, Cuyahoga County Division.
Alfred M. Rankin Jr.Appointed 1988 by the Trustees Committee; reappointed 1990; reappointed 1995Al Rankin is chairman, president and chief executive officer of NACCO Industries, Inc., and a director of The BFGoodrich Company, the Standard Products Company, and The Vanguard Group. He serves on the boards of
trustees of University Hospitals of Cleveland, The Musical Arts Association, University Circle Incorporated, the John Huntington Art Trust, Cleveland Tomorrow, The Cleveland Museum of Art and the Greater Cleveland Growth Association. He served as the Foundation's Board chairperson from 1992 to 1996. A Cleveland native, he holds a bachelor of arts degree in economics and a juris doctor degree, both from Yale University.
John Sherwin Jr.Appointed 1996by the Trustees CommitteeJohn Sherwin Jr. is president of Mid- Continent Ventures, Inc. He serves on the boards of Ben Venue Laboratories, Encelle, Inc. and Brush Wellman Incorporated, as well as The Holden Arboretum and Westminster School. He is vice chairman of The Cleveland Clinic Foundation's executive committee, chairman of John Carroll University's finance committee and a past president of EconomicsAmerica. He has a long involvement with The Cleveland Foundation. He is president of The Sherwick Fund, the nation's first supporting organization, created by his father in 1969, and chair of the Foundation's Lake-Geauga Committee, which The Sherwick Fund helped create.
Jerry Sue ThorntonAppointed 1995 by the Mayor,City of ClevelandDr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. Prior to that appointment, she was president of Lakewood Community College in White Bear Lake, Minnesota. She chairs the Cleveland Area Development Corporation of the Greater Cleveland Growth Association, co-chairs the Empowerment Zone Citizens' Advisory Committee, serves as vice-chairperson of the St. Vincent Quadrangle, Inc. and the Minority Economic Opportunity Center, and is a trustee of numerous other community organizations including United Way Services, the Cleveland Community-Building Initiative and the Greater Cleveland Roundtable. She is also a trustee of Bearings, Inc. and National City Bank.
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Executive Officers
Susan Lajoie
Roberta Allport
Steve Minter
J.T. Mullen
T he Foundation’s four executive officers form the O perations Com m ittee, which is responsible for Foundation m anagem ent.
Steven A. MinterExecutive Director/PresidentSteve Minter, who became The Foundation's seventh chief executive officer in 1984, seived as director of the Cuyahoga County Welfare Department, Massachusetts Commissioner of Public Welfare and the first Under Secretary of the United States Department of Education. He currently is a member of the Governor's Education Management Council and a trustee of The Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center and The College of Wooster, as well as a director of several corporations. A native of northeast Ohio, he is a graduate of Baldwin- Wallace College and holds a master's degree in social administration from Case Western Reserve University.
Susan N. LajoieAssociate Director/Vice PresidentAs associate director, Susan Lajoie oversees all grantmaking and other programmatic activities of the Foundation. Since joining the staff in 1978, she has served in a variety of roles, including program officer for education and economic development. She is president of the Leadership Cleveland Alumni Association, as well as a member of the Council on Foundations Research Committee and the boards of Women& Philanthropy, Donors Forum of Ohio and the Forum of Regional Associations of Grantmakers. She holds a Ph.D. in public policy from the John F. Kennedy School of Government at Harvard University and has taught at the University of Massachusetts.
J. T. MullenChief Financial Officer/TreasurerJ.T. Mullen is responsible for the Foundation's financial activities and administrative support sen/ices. A former manager with Arthur Young & Company, he has also worked for the Board of Cuyahoga County Commissioners. He is a member of the finance committee of Donors Forum of Ohio. He serves on a committee of the Fiscal and Administrative Officers Group of Community Foundations, analyzing the impact of new accounting standards on the field. He holds a bachelor's degree in business administration from Cleveland State University.
Roberta W. AllportSpecial Assistant to the Executive Director/Corporate SecretaryIn addition to serving as special assistant and corporate secretary, Roberta Allport is the Foundation's program officer for special philanthropic services. She is project director for the Teaching Leadership Consortium-Ohio, and an advisory board member of the Volunteer Trustee Institute. She represents the Foundation on the community foundations committee of Donors Forum of Ohio. Before joining the Foundation she was a research analyst with the National Security Agency in Fort Meade,Maryland. She holds a bachelor's degree in literature and political science from Gettysburg College and a master's degree in urban studies from Cleveland State University.
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Program Staff
Goldie Alvis
Marge Carlson
Goldie K. AlvisSenior Program Officer,Social ServicesPrior to joining the Foundation in 1985, Goldie Alvis was coordinator of community affairs with the Cuyahoga County Department of Human Services. In addition to managing the Foundation's grantmaking in social services, she is co-chairperson of Grantmakers Forum's Ad Hoc Funders Committee on Hunger and Homelessness and is a member of the Governor's Advisory Council for Ohio Families and Children First. She is a member of the program committees for Donors Forum of Ohio and Grantmakers Forum. She holds a doctorate in jurisprudence from Cleveland- Marshall Law School and a master of science degree in social administration from the Mandel School of Applied Social Sciences at Case Western Reserve University.
Robert Eckardt Pamela George
Marjorie M. CarlsonDirector of DevelopmentMarge Carlson is the primary liaison to current and prospective donors to the Foundation. Prior to joining the staff in 1986, she served in several volunteer leadership posts, including the presidency of The Junior League of Cleveland, Inc. She is a director of Metropolitan Savings Bank, and trustee of The Musical Arts Association, Playhouse Square Foundation and The College of Wooster. She also serves on the board of directors of the National Committee on Planned Giving. She holds a master's degree in speech pathology from Case Western Reserve University.
Kathleen A. CervenyProgram Officer, Cultural AffairsKathleen Cerveny joined the Foundation in 1991 after a varied career as a working artist, educator, development officer, and, most recently, award-winning producer of arts programming for public radio station WCPN. A graduate of the Cleveland Institute of Art, she is a past president of the board of trustees of Ohio Designer Craftsmen. She is a trustee of Grantmakers in Arts, a national service organization, where she chairs the Communications Committee. She has taught fine arts and humanities at the high school and university levels.
continued on page 8Barbara Deerhake
Lynne Woodman
Terri Kovach
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Program Staff (continued)
Barbara DeerhakeDirector, Findlay-Hancock County Community Foundation and Program Officer,The L. Dale Dorney FundAs the Foundation's representative in Findlay and Hancock County, Barbara Deerhake is director of the newly established Findlay-Hancock County Community Foundation and has primary responsibility for grantmaking from the L. Dale Dorney Fund. She came to the Foundation in 1987, having served in leadership positions with numerous volunteer organizations in the Findlay area. She is a past president of the United Way of Hancock County, which named her 1995 Volunteer of the Year, and the Findlay Service League, which named her its 1984 Outstanding Volunteer. She holds a master's degree in home economics education from The Ohio State University.
Robert E. EckardtSenior Program Officer, HealthBob Eckardt manages the Foundation's grantmaking in health, aging and environmental affairs. Before joining the Foundation staff in 1982, he was a planning associate at the Federation for Community Planning and a consultant to The Benjamin Rose Institute. He serves on the boards of Funders Concerned About AIDS, Grantmakers Evaluation Network and Grantmakers in Health. He is active as a consultant to other foundations and has leadership roles in several national professional organizations. He holds a certificate in gerontology and a doctorate in public health with a specialty in health policy from the University of Michigan.
Pamela L. GeorgeProgram Associate, Civic Affairs and Economic DevelopmentPam George held a Foundation summer internship to conduct research in housing and neighborhood development in 1987; she again joined the staff in 1993 as program associate.She previously served as assistant to the director of the Inter-University Council of Ohio where she monitored pending legislation affecting Ohio's public universities. She also has been a legislative aide to the majority floor leader of the Ohio House of Representatives. She holds a bachelor of arts degree in sociology from Chatham College in Pittsburgh, Pennsylvania, and a master of public administration from Cleveland State University.
Michael i. HoffmannSenior Program Officer,Philanthropic ServicesMike Hoffmann serves as principal staff to the Foundation's Lake-Geauga Fund, to six of its eight supporting organizations, or affiliated funds, and to several donor-advisor funds. Prior to joining the Foundation staff as administrative officer in 1981, he was treasurer of the Cleveland City School District. He has helped plan and develop operations of the Puerto Rico Community Foundation since its inception in 1985. A lifelong Cleveland resident, he holds a master of business administration from Case Western Reserve University.
Mary Frances KnuthCommunications AssociateMary Frances Knuth joined the Foundation in 1992 as a grants administrator in health and social services, and was named communications associate in 1994. Prior to joining the Foundation staff, she held a variety of advertising positions with Adverama Directory and Marketing Services, Inc. She is a board member of The Junior League of Cleveland, Inc., coordinator of the 1996 Northeast Ohio Susan G. Komen Breast Cancer Foundation Race for the Cure®, and former editor of The League magazine. She holds a bachelor's degree in journalism from Ohio University and a master of business administration from Cleveland State University.
Terri KovachProgram Associate, Health and Social ServicesTerri Kovach has served as the Foundation's first program associate for health and social services since 1992. Prior to that time, she held a number of positions in health and human services, including health policy analyst for the Ohio Department of Health, health program specialist for the Ohio Department of Human Sen/ices, and research intern for United Way of Franklin County. A graduate of the University of Cincinnati with a bachelor of science degree in health planning and administration, she also holds a master of public administration from The Ohio State University.
Nancy McCannDevelopment AssociateNancy McCann joined the Foundation staff in December of 1995, after serving as a consultant to the development department for seven months. She most recently served as vice president of gift administration at Planned Giving Systems, Inc. where she managed gifts for 30 different charities. She also worked at Cohen & Co., a regional accounting firm, for six years. She has an associate's degree in accounting from Cuyahoga Community College and is pursuing her Certified Financial Planner certificate (CFP).
Jay TalbotSenior Program Officer, Civic Affairs and Economic DevelopmentBefore joining the Foundation staff in 1984, Jay Talbot was the founding executive director of the Cincinnati Institute of Justice and president of the Southwestern Ohio Council on Alcoholism. In addition to managing the Foundation's program activities in civic affairs and economic development, he oversees grantmaking in Findlay and Hancock County. In the past year, he was appointed to the board of trustees of the Village Capital Corporation, a locally based funder of neighborhood residential and commercial developments. He is also active in national professional organizations concerned with neighborhood revitalization, community economic development and criminal justice. He holds a master of business administration from Xavier University.
Carol Kleiner WidenSenior Program Officer, EducationCarol Willen manages the Foundation's grantmaking in both precollegiate and higher education, including two special- purpose funds in the higher education field, the Fenn Educational Fund and the Statewide Program for Business and Management Education. She chairs the Grantmakers Forum Education Group, is a member of the Donors Forum of Ohio Program Committee, and serves as a consultant to the Ohio Board of Regents as a member of the Committee on State Investment in Graduate and Professional Education. She holds a Ph.D. in Romance languages and literatures from Harvard University and is a past president of the Cleveland Association of Phi Beta Kappa.
Lynne E. WoodmanDirector of CommunicationsLynne Woodman joined the Foundation staff in 1993. She most recently served for six years in corporate communications at Ameritech. She also is a former supervisor of communications at The Cleveland Museum of Natural History and member of the piano faculty at The Cleveland Institute of Music. She is a past board member of the Broadway School of Music & the Arts, the Press Club of Cleveland, the Cleveland Advertising Club and the Public Relations Society of America, Greater Cleveland chapter. A graduate of Ohio ; Wesleyan University with a bachelor of music in piano, she also holds a master of business administration from the Weatherhead School of Case Western Reserve University.
Although The Cleveland Foundation plays many roles .in the community, we are best known as a grantm aker. As the following narratives show, our grants address a
range of issues, long and short term . We respond to specific concerns brought to us by the com m unity and address broader policies tha t cut across our traditional program boundaries. Often, one grant fulfills several objectives.
In 1995, we authorized m ore than $33 million in grants to m ore than 900 organizations working to improve the com m unity’s quality of life. A review of the year reveals a num ber of overarching themes touching on every Foundation program area.
Sweeping change pervaded the grantm aking environm ent at every level. “Devolution” became a 1995 buzzword, although the term itself is no t new. Defined by Webster’s New World Dictionary as “a delegating (of power or authority) by a central governm ent to local governm ent units,” devolution m eans a shift of resources and policy m aking from the federal governm ent to state and local levels. For nonprofits, this massive reallocation means new opportunities and challenges, which many agencies addressed with Foundation support.
Growing fiscal constraints in every area pushed organizations to do even m ore with less. At the same time, changing conditions required them to rethink their roles, the kinds of services they provide and how they are organized.
O ur grantm aking supported new collaborations to help agencies rem ain viable, competitive and cost effective.The Foundation’s 1989 annual report predicted the nineties as a “decade of collaboration,” and in 1995, we saw a num ber of cultural, health care and social service agencies forging new alliances.
For some time, ou r overall approach to community building has focused on neighborhoods. While our largest neighborhood redevelopm ent grants fall un der the heading o f civic affairs and economic developm ent, grants in our o ther program areas support neighborhood-based efforts to address poverty, workforce issues, and the educational, hum an services and health care needs o f Clevelanders.
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C I V I C A F F A I R S & E C O N O M I C D E V E L O P M E N T
In recent years, we have directed our civic affairs grantm aking to housing and commercial revitalization p ro
jects. Economic developm ent grantm aking has focused on helping the reg ion’sprivate sector becom e m ore competitive sin a world economy. In 1995, we b lended C j 'these efforts for broader and m ore coor-dinated grantm aking, particularly in neighborhood redevelopm ent and work- force preparation.
To continue building stronger neigh- borhoods, we m ade a gran t of $2 million oto N eighborhood Progress, Inc.(N PI). A Jcitywide um brella group for local com- m um ty developm ent corporations, NPI helps them produce m ore housing and commercial developm ent, and finances projects they undertake.
We also made grants for o ther elem ents of healthy neighborhoods: public safety, urban design and the employability of residents. O ur 1995 gran t to support the city’s Em powerm ent Zone will link with $100 million in federal funds over the next decade to support a comprehensive community-building strategy. The program draws on new approaches to persistent urban poverty as recom m ended by the F oundation’s 1993 Commission on Poverty.
Work and workforce issues rem ain a m ajor grantm aking focus. The Center for Regional Economic Issues at Case W estern Reserve University predicts that 50,000 area jobs will open annually through the end of the century, bu t job seekers will ou tnum ber available positions. Additionally, N ortheast O h io ’s labor m arket will continue dem anding better skilled workers. Those currently employed will need ongoing skill building to keep pace with the jo b market.
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Future workers will need post-secondary education and training to com pete for higher-wage positions.
To address these issues, the Greater Cleveland Growth Association in 1995 launched a Jobs and Workforce Initiative to mobilize and focus private sector leadership on concerns related to employm ent and training. This new approach, addressing skilled workforce developm ent from the employer or “dem and” side, builds on ideas already being tested by Foundation-supported organizations.
We are a major funding partner in this collaborative approach to labor force developm ent. The Initiative will target needs in four groups: those requiring basic skills to becom e employable, the existing job-ready labor pool, curren t workers with skill gaps, and the future labor force. Recom m endations for an effective communitywide program should be ready by the end of 1996.
The growing need for ongoing workplace training particularly affects Cleveland’s m anufacturing sector. A Foundation-supported program by the Council for Adult and Experiential Learning will test ways to help local m anufacturers develop lifelong learning program s for cu rren t employees.
Though shifting toward service industries, Cleveland’s economy shows underlying strength in its traditional m anufactur
ing sector. Retaining and expanding our industrial base remains a critical part of the region’s growth and development.
We supported the Cleveland Industrial Retention Initiative(CIRI), which concentrates on keeping neighbor- hood-based m anufacturers competitive. CIRI helps companies identify barriers to their continued growth and success, refers them to expert assistance, and serves as a link with local governm ent.
Economic developm ent issues often include environm ental concerns; strong environm ental groups can be vital civic partners. O ur grant to the county Planning Commission supported workable approaches to contam inated industrial properties, a m ajor im pedim ent to urban industrial renewal. O ur support of the Institute for Conservation Leadership in W ashington, D.C., funded a program to strengthen local organizations and leaders working on environm ental issues.
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Program Staff (continued)
Barbara DeerhakeDirector, Findlay-Hancock County Community Foundation and Program Officer,The L. Dale Dorney FundAs the Foundation's representative in Findlay and Hancock County, Barbara Deerhake is director of the newly established Findlay-Hancock County Community Foundation and has primary responsibility for grantmaking from the L. Dale Dorney Fund. She came to the Foundation in 1987, having setved in leadership positions with numerous volunteer organizations in the Findlay area. She is a past president of the United Way of Hancock County, which named her 1995 Volunteer of the Year, and the Findlay Service League, which named her its 1984 Outstanding Volunteer. She holds a master's degree in home economics education from The Ohio State University.
Robert E. EckardtSenior Program Officer, HealthBob Eckardt manages the Foundation's grantmaking in health, aging and environmental affairs. Before joining the Foundation staff in 1982, he was a planning associate at the Federation for Community Planning and a consultant to The Benjamin Rose Institute. He serves on the boards of Funders Concerned About AIDS, Grantmakers Evaluation Network and Grantmakers in Health. He is active as a consultant to other foundations and has leadership roles in several national professional organizations. He holds a certificate in gerontology and a doctorate in public health with a specialty in health policy from the University of Michigan.
Pamela L. GeorgeProgram Associate, Civic Affairs and Economic DevelopmentPam George held a Foundation summer internship to conduct research in housing and neighborhood development in 1987; she again joined the staff in 1993 as program associate.She previously served as assistant to the director of the Inter-University Council of Ohio where she monitored pending legislation affecting Ohio's public universities. She also has been a legislative aide to the majority floor leader of the Ohio House of Representatives. She holds a bachelor of arts degree in sociology from Chatham College in Pittsburgh, Pennsylvania, and a master of public administration from Cleveland State University.
Michael J. HoffmannSenior Program. Officer,Philanthropic ServicesMike Hoffmann serves as principal staff to the Foundation's Lake-Geauga Fund, to six of its eight supporting organizations, or affiliated funds, and to several donor-advisor funds. Prior to joining the Foundation staff as administrative officer in 1981, he was treasurer of the Cleveland City School District. He has helped plan and develop operations of the Puerto Rico Community Foundation since its inception in 1985. A lifelong Cleveland resident, he holds a master of business administration from Case Western Reserve University.
Mary Frances KnuthCommunications AssociateMary Frances Knuth joined the Foundation in 1992 as a grants administrator in health and social services, and was named communications associate in 1994. Prior to joining the Foundation staff, she held a variety of advertising positions with Adverama Directory and Marketing Services, Inc. She is a board member of The Junior League of Cleveland, Inc., coordinator of the 1996 Northeast Ohio Susan G. Komen Breast Cancer Foundation Race for the Cure®, and former editor of The League magazine. She holds a bachelor's degree in journalism from Ohio University and a master of business administration from Cleveland State University.
Terri KovachProgram Associate, Health and Social ServicesTerri Kovach has served as the Foundation's first program associate for health and social services since 1992. Prior to that time, she held a number of positions in health and human services, including health policy analyst for the Ohio Department of Health, health program specialist for the Ohio Department of Human Services, and research intern for United Way of Franklin County. A graduate of the University of Cincinnati with a bachelor of science degree in health planning and administration, she also holds a master of public administration from The Ohio State University.
Nancy McCannDevelopment AssociateNancy McCann joined the Foundation staff in December of 1995, after serving as a consultant to the development department for seven months. She most recently served as vice president of gift administration at Planned Giving Systems, Inc. where she managed gifts for 30 different charities. She also worked at Cohen & Co., a regional accounting firm, for six years. She has an associate's degree in accounting from Cuyahoga Community College and is pursuing her Certified Financial Planner certificate (CFP).
Jay TalbotSenior Program Officer, Civic Affairs and Economic DevelopmentBefore joining the Foundation staff in 1984, Jay Talbot was the founding executive director of the Cincinnati Institute of Justice and president of the Southwestern Ohio Council on Alcoholism. In addition to managing the Foundation's program activities in civic affairs and economic development, he oversees grantmaking in Findlay and Hancock County. In the past year, he was appointed to the board of trustees of the Village Capital Corporation, a locally based funder of neighborhood residential and commercial developments. He is also active in national professional organizations concerned with neighborhood revitalization, community economic development and criminal justice. He holds a master of business administration from Xavier University.
Carol Kleiner WillenSenior Program Officer, EducationCarol Willen manages the Foundation's grantmaking in both precollegiate and higher education, including two special- purpose funds in the higher education field, the Fenn Educational Fund and the Statewide Program for Business and Management Education. She chairs the Grantmakers Forum Education Group, is a member of the Donors Forum of Ohio Program Committee, and serves as a consultant to the Ohio Board of Regents as a member of the Committee on State Investment in Graduate and Professional Education. She holds a Ph.D. in Romance languages and literatures from Harvard University and is a past president of the Cleveland Association of Phi Beta Kappa.
Lynne E. WoodmanDirector of CommunicationsLynne Woodman joined the Foundation staff in 1993. She most recently served for six years in corporate communications at Ameritech. She also is a former supervisor of communications at The Cleveland Museum of Natural History and member of the piano faculty at The Cleveland Institute of Music. She is a past board member of the Broadway School of Music & the Arts, the Press Club of Cleveland, the Cleveland Advertising Club and the Public Relations Society of America, Greater Cleveland chapter. A graduate of Ohio Wesleyan University with a bachelor of music in piano, she also holds a master of business administration from the Weatherhead School of Case Western Reserve University.
Sweeping change pervaded the grantm aking environm ent at every level. “D evolution” becam e a 1995 buzzword, although the term itself is no t new. Defined by Webster’s New World Dictionary as “a delegating (of power or authority) by a central governm ent to local governm ent units,” devolution means a shift o f resources and policy m aking from the federal governm ent to state and local levels. For nonprofits, this massive reallocation means new opportunities and challenges, which many agencies addressed with Foundation support.
Growing fiscal constraints in every area pushed organizations to do even m ore with less. At the same time, changing conditions required them to rethink their roles, the kinds of services they provide and how they are organized.
O ur grantm aking supported new collaborations to help agencies rem ain viable, competitive and cost effective.The Foundation’s 1989 annual report predicted the nineties as a “decade of collaboration,” and in 1995, we saw a num ber o f cultural, health care and social service agencies forging new alliances.
For some time, our overall approach to community building has focused on neighborhoods. While ou r largest neighborhood redevelopm ent grants fall u n der the heading of civic affairs and econom ic developm ent, grants in our o ther program areas support neighborhood-based efforts to address poverty, workforce issues, and the educational, hum an services and health care needs of Clevelanders.
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Although T he Cleveland Foundation plays many roles .in the community, we are best known as a grantm aker. As the following narratives show, our grants address a
range o f issues, long and short term. We respond to specific concerns brought to us by the com m unity and address broader policies that cut across our traditional program boundaries. Often, one grant fulfills several objectives.
In 1995, we authorized m ore than $33 million in grants to m ore than 900 organizations working to improve the com m unity’s quality of life. A review of the year reveals a num ber of overarching them es touching on every Foundation program area.
C I V I C A F F A I R S & E C O N O M I C D E V E L O P M E N T
In recent years, we have directed our civic affairs grantm aking to housing and com m ercial revitalization p ro
jects. Econom ic developm ent grantm aking has focused on helping the reg ion’s private sector becom e m ore competitive in a world economy. In 1995, we b lended these efforts for broader and m ore coord inated grantm aking, particularly in neighborhood redevelopm ent and workforce preparation .
To continue building stronger neighborhoods, we m ade a gran t o f $2 million to N eighborhood Progress, Inc.(N PI). A citywide um brella group for local comm unity developm ent corporations, NPI helps them produce m ore housing and com m ercial developm ent, and finances projects they undertake.
We also m ade grants for o ther elem ents of healthy neighborhoods: public safety, urban design and the employability of residents. O ur 1995 gran t to support the city’s Em powerm ent Zone will link with $100 million in federal funds over the next decade to support a com prehensive community-building strategy. The program draws on new approaches to persistent urban poverty as recom m ended by the Foundation’s 1993 Commission on Poverty.
Work and workforce issues rem ain a m ajor grantm aking focus. The C enter for Regional Economic Issues at Case W estern Reserve University predicts that 50,000 area jobs will open annually through the end of the century, but job seekers will ou tnum ber available positions. Additionally, N ortheast O h io ’s labor m arket will continue dem anding better skilled workers. Those currently employed will need ongoing skill building to keep pace with the job market.
10
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Future workers will need post-secondary education and training to com pete for higher-wage positions.
To address these issues, the Greater Cleveland Growth Association in 1995 launched a Jobs and Workforce Initiative to mobilize and focus private sector leadership on concerns related to employm ent and training. This new approach, addressing skilled workforce developm ent from the employer or “dem and” side, builds on ideas already being tested by Foundation-supported organizations.
We are a major funding partner in this collaborative approach to labor force development. The Initiative will target needs in four groups: those requiring basic skills to becom e employable, the existing job-ready labor pool, curren t workers with skill gaps, and the future labor force. Recom m endations for an effective communitywide program should be ready by the end of 1996.
The growing need for ongoing workplace training particularly affects Cleveland’s m anufacturing sector. A Foundation-supported program by the Council for Adult and Experiential Learning will test ways to help local m anufacturers develop lifelong learning program s for cu rren t employees.
Though shifting toward service industries, Cleveland’s economy shows underlying strength in its traditional m anufactur
ing sector. Retaining and expanding our industrial base remains a critical part of the region’s growth and development.
We supported the Cleveland Industrial Retention Initiative (CIRI), which concentrates on keeping neighborhood-based m anufacturers competitive. CIRI helps companies identify barriers to their continued growth and success, refers them to expert assistance, and serves as a link with local governm ent.
Economic developm ent issues often include environm ental concerns; strong environm ental groups can be vital civic partners. O ur grant to the county Planning Commission supported workable approaches to contam inated industrial properties, a major im pedim ent to urban industrial renewal. O ur support of the Institute for Conservation Leadership in W ashington, D.C., funded a program to strengthen local organizations and leaders working on environm ental issues.
1 1
Cleveland’s arts community in 1995 faced a num ber of significant issues that dollars alone cannot resolve. Survival was the critical issue for many perform ing arts organizations,
raising the question: What community action will we need to help our high quality institutions survive?
The performing arts — music, dance, theater and opera - share in the challenge to Cleveland’s broader arts community: becoming relevant and accessible to more area residents while maintaining high artistic standards and advancing the art form. Arts
THE M USICAL ARTSa s s o c ia t io n organizations face these demands in an envi
ronm ent characterized by, and requiring, constant change. Future growth in the arts
may depend upon creativity and flexibility rather than an expanding bottom line.
The Foundation’s leadership role as a catalyst and convener was particularly im portant this year in cultural affairs. The Civic Study Commission on the Performing Arts we em paneled in 1995 is formulating strategies to address arts survival questions. The Commission is analyzing the environm ent surrounding Cleveland's cultural community, examining challenges to the long-term sustainability of our cultural assets, and determ ining ways to make the climate m ore supportive and the institutions stronger.
The Commission is an 11-member, high-level task force com prised of local corporate and arts leaders. John Ong,CEO of The BFGoodrich Company, serves as chair; Richard Gridley, a retired director of McKinsey & Company, is project director.
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The Arts G/'w< ? y .'O Q
We view the arts as critical tools for educating children in all subjects, creating fully developed hum an beings, and reaching children who often cannot learn through the traditional classroom framework. For many years, Cleveland’s cultural institutions have conducted program s in the Cleveland Public Schools, often providing the only contact some students have with the arts.
With Foundation support, The Cleveland Cultural Coalition is developing a more coordinated arts-in-education model. The School/A rts Partnership Program will identify cu rren t arts organization projects in the schools and blend these projects with models from other communities into program s designed to enhance learning in m ath, science, history, reading and writing, and arts disciplines. A year-long planning and pilot phase began in 1995; im plem entation will begin in late 1996.
External forces continue to push the arts from their traditional emphasis on separate vertical hierarchies toward
m ore horizontal relatio n sh ip s-p artn erships, networks and cooperative approaches to com m on goals.
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With Foundation support, several creative partnerships am ong diverse agencies grew or em erged this year. The N ortheast O hio Jazz Society (NOJS) received support for its Jazz on Wheels program , taking live jazz played by local musicians to new audiences. Using a mobile stage donated by the City of Cleveland D epartm ent of Recreation, and working with the Cuyahoga M etropolitan H ousing Authority, NOJS presented ten concerts in various Cleveland neighborhoods, including city public housing sites.
In a new partnership, NOJS jo in ed The Cleveland M useum of Art and The Musical Arts Association to establish University Circle as the perm anen t hom e for high-quality jazz perform ances in Cleveland. T heir collaborative eight- concert Jazz on the Circle series includes a perform ance at Severance Hall presented in cooperation with Cuyahoga Community College’s JazzFest.
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THE CLEVELAND CULTURAL COALITIONSchool/Arts Partnership Program
E D U C A T I O N
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T he field of education saw extraord inary change in 1995. Precollegiate and higher educa
tion institutions alike faced a climate of uncertainty, bu t still confronted the daily challenge o f educating their students.We worked collaboratively with an array of institutions to help them continue teaching effectively.
In ou r longtim e com m itm ent to the Cleveland Public Schools, we dedicated m uch o f ou r staff and financial resources to the district’s reform agenda. O ur gran t to T he Cleveland Initiative on Education supported its efforts to further school reform , and a related grant supported a full-time executive Fellow lent to the schools from the Citizens League Research Institu te . CLRI issued two m ajor reports on the Cleveland schools in 1995; the CLRI Fellow will assist in school decentralization efforts. We also set aside $200,000 for future use as specific reform initiatives unfold.
EUCLID CITY SCHOOLS Writing from the Inside project
Additionally, we addressed educational needs beyond Cleveland school reform. Several grants focused on teachers, helping them to enhance their skills. We supported The Cleveland Education Fund in continuing its programs, resources and training for teachers. O ur grant to the Educational Com puter Consortium of Ohio gives area teachers technical training to utilize new technology in their classrooms. We also made relatively modest bu t strategically focused grants to other districts including Bedford, East Cleveland, Euclid and the Diocese of Cleveland.
The Ohio Board of Regents took significant steps to restructure higher education in the state, developing new ways to finance capital projects and elim inating unnecessarily duplicative doctoral programs. O ur staff time and grantm aking dollars assisted colleges and universities in adapting to the new environment.
Two grants to Cleveland State University (CSU) aided the city’s largest public university in restructuring itself. Support for the President’s Initiative Fund gave CSU flexibility to strengthen existing program s and create new ones, an im portant grant given the school’s lean budget. A second gran t to CSU supported strategic planning to improve services and allocate scarce resources in the most effective ways.
Because doctoral program s in certain disciplines are undergoing statewide review, CSU conducted functional analyses o f those program s on its own campus. O ther plans included leadership developm ent for departm ent chairpersons, and new freshm an orientation courses to set the stage for improved student retention.
To strengthen the teaching and learning process, we funded hum an resource and training costs associated with adopting new technologies to prom ote learning. Baldwin-Wallace College and John Carroll University each received grants for faculty training in instructional technology.
We continued using our two education special purpose funds to prom ote higher learning. The Fenn Educational Fund made grants to almost every college and university in Greater Cleveland to promote cooperative education. The Statewide Program for Business and M anagem ent Education funded improvements in business and m anagem ent programs at five institutions.
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H E A L T H
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O ur 1995 health grantm aking centered on two key issues: the shift to m anaged care and Cleveland’s growing elderly population.
M anaged care systems are primarily the product o f m arket forces ra ther than health care reform . M embers o f these systems receive comprehensive health care services with significant financial benefits if they use providers in the plan. Estimates suggest that as many as 80 percent of the U.S. population will obtain health services from m anaged care program s by the year 2000.
A lthough many larger health care organizations are displaying skill in m aneuvering through the m anaged care maze, a num ber of smaller nonprofit health and m ental health care providers are struggling with its implications. Many lack adequate inform ation systems, experience with new reim bursem ent processes, and sophistication about contracdng with m anaged care organizations.
A num ber o f ou r health grants assisted smaller bu t well-established com m unity agencies in understanding m anaged care issues and preparing for the future. O ur grantm aking objectives in health care also included helping agencies function m ore effectively so they m ight better explore new options for affiliation and collaboration.
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Like the rest of the country, Cleveland is “graying”; m ore than 20 percen t of Cuyahoga County’s residents are 60 years or older. For most of the past two decades, the Foundation’s health grant- making has strategically addressed the needs of Cleveland’s growing elderly population. This year, we targeted our largest num ber of health grants toward the needs of elderly and chronically ill individuals.
A num ber of agencies received funding for program s directed to Cleveland’s senior population. Among them were the American Red Cross, Cleveland Society for the Blind, Case W estern Reserve University School of Dentistry and Cleveland N eighborhood H ealth Care, organizations no t traditionally viewed as providing specialized geriatric care.
We continued our longtim e commitm ent to improving the health of Cleveland’s children, especially disadvantaged youth and those suffering from chronic conditions. For example, we supported a program bringing nurses
to a neighborhood center, where they care for low-income inner-city children who lack access to an organized health care system. Disabled children at O ur Lady of the Wayside will participate in a program that stimulates them with light in o rder to improve their overall ability to learn, perform daily tasks and interact with one another.
A few dollars spent on prevention today obviate the high cost of future disease treatm ent. With Foundation support, the “All Kids C ount” program m anaged at Cleveland State University has been tracking im m unizations for area children through a phone messaging system and registry. A 1995 gran t to Cleveland State will expand that system to improve the hom e care o f children with chronic illnesses, such as asthma.
CLEVELAND STATE UNIVERSITYAll Kids Count
CLEVELAND SOCIETY FOR THE BLINDShare the Vision
S O C I A L S E R V I C E S
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O ur social services grantm aking centered on helping agencies address key social problems while coping with a new environment. H um an service organizations are facing major change on two
fronts: devolution, which is shifting resources and policies from federal to state and local control, and the advent of managed care.
O h io ’s new welfare reform legislation is one o f the state’s first m anifestations of devolution. It will affect Cuyahoga County in particular because one-third of the state’s welfare population resides here. The legislation sets strict time limits on welfare benefits; individuals may only receive welfare for a total of two years in any five.
The legislation’s prim ary objective is to move people from dependency to self- sufficiency. It represents the m ost fundam ental shift in social welfare policy in 30 years, and many organizations tu rn ed to
the Foundation for guidance and funding to address cu rren t and
anticipated change.C ertain nonprofits, such
as child care or jo b training agencies, m ust provide more
services as a result of welfare reform . A prim ary them e in
ou r 1995 grantm aking was helping these agencies
prepare to m anage the anticipated caseload, despite little or no increase in public fund
ing. T he Achievement C enter for Children and the
Retired Senior V olunteer Program both received strategic
p lanning grants to reposition them selves or redirect their services to new client populations.
ACHIEVEM ENT CENTER FOR CHILDREN
M anaged care, often associated with health care, also affects the social service arena. New policies taking effect in Cuyahoga County in 1996 will pressure agencies to com pete for m anaged care contracts and limited Medicaid funds. We provided support for agency repositioning; for example, a grant to Stella Maris, Inc. will enable it to garner Medicaid reim bursem ent for all of its detoxification programs. Catholic Charities provides social services to residents of eight northeast Ohio counties; we supported the organization in creating an improved client inform ation system to better track its clients and services, a necessity for m anaged care reim bursem ent.
The Foundation also supported agencies form ing strategic alliances to provide a continuum of care. The Center for Families and Children received a grant for costs o f a m erger with Reach Out, a counseling program. The combined agency will offer improved, m ore integrated services. We assisted o ther agencies in making inform ed decisions as they reorganize, m erge or even dissolve.
Addressing persistent poverty rem ains a special Foundation initiative. The Cleveland Community-Building
Initiative (CCBI) is our prim ary vehicle for targeting significant resources to revitalize the social fabric of C leveland’s neighborhoods. A $562,624 Foundation grant supports CCBI village councils organized in four Cleveland neighborhoods: West, Central, East and Mt. Pleasant. In an ongoing process, the councils will develop and im plem ent plans to com bat persistent poverty, based on their assessment of the com m unity’s assets, priorities and goals.
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W " hile most Foundation grant- making is organized by issue- specific program areas, we also have two geographic funds, dedicated respectively to Lake and Geauga counties
east of Cleveland, and the city of Findlay and Hancock County in west-central Ohio.
The Lake-Geauga FundAs Greater Cleveland’s geographic base expanded, the Foundation in 1987 established the Lake-Geauga Fund to help m eet growing needs in those counties. A committee of area residents oversees the Fund, reviews grant proposals from nonprofit agencies in the two counties, and makes funding recom m endations to The Cleveland Foundation Board.
CATHOLIC CHARITIES CORPORATIONLatino Training Institute
The Fund concentrates on education, social service needs and protecting greenspace, bu t also supports projects in o ther areas. It provided start-up support for two im portan t efforts, Leadership Geauga County and a M entor office of the A lzheim er’s Disease Association. With Fund support, the Kenston Local Schools will re-train Geauga County elem entary school science teachers, and Catholic Social Services will provide instructional program s for Spanishspeaking residents o f Lake County.
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The L. Dale Dorney Fund and The Findlay-Hancock County Community FundIn 1976, longtime Findlay resident L. Dale Dorney left The Cleveland Foundation a $5 million bequest dedicated to two interests: strengthening higher education at Ohio colleges and universities, and improving the quality o f life in Findlay and Hancock County. Dorney hoped the Findlay portion of his gift might one day form the nucleus of a Findlay-area community foundation.
After ten years of grantm aking in Hancock County, local civic leaders and the Foundation’s board concurred that the time was right to create a locally controlled community foundation. Using the Dorney F und’s assets and its successful history of grantm aking as a starting point, local leadership undertook a com-
FINDLAY BOARD OF EDUCATIONLand analysis of Findlay High School campus
munitywide effort to build the Findlay- Flancock County Community Fund. The F und’s progress has been remarkable; in 1995, it reached assets of m ore than $1.4 million and is evolving into the com m unity foundation Dorney envisioned.
The Findlay Advisory Committee oversees Findlay-area grantm aking, reviews requests quarterly and makes funding recom m endations to The Cleveland Foundation Board. Since the D orney F und’s inception, it has awarded nearly $4 million to program s in civic affairs, education, the arts, economic developm ent, health and social services.
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THE FOUNDATION CENTER Kent H. Smith Library
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s the nation ’s second-largest community foundation and a major .fu nder in Ohio and Cleveland,
we support initiatives to fu rther the cause of philanthropy at national, state ancl local levels. O ur overall goal is a strong com m unity foundation field and nonprofit sector.
We com m itted significant dollars, staff time and legal counsel to efforts by the Council on Foundations, Independen t Sector, Donors Forum of O hio, The Foundation C enter and G rantm akers Forum , am ong others. This approach offers econom ies of scale and efficiencies in addressing broad issues for the field, including growing pressures for greater accountability and improved stewardship.
A 1995 gran t to Donors Forum of O hio launched a special initiative designed to strengthen com m unity foundations around the state. We com m itted gran t dollars and Foundation staff to the Financial A ccounting Standards Board task force on behalf o f the community foundation field and supported Women & Philanthropy’s Leadership for Equity' and Diversity program .
We continued funding two local organizations providing services to regional grantm akers and grantseekers. T he Foundation C en ter’s Kent H. Smith Library offers at no charge a wealth of resources to agencies and individuals seeking inform ation on philanthropy. G rantm akers Forum provides program s and o ther support to staff and trustees of G reater Cleveland-area foundations and corporate giving program s.
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As part of special philanthropic services, we administer two award programs established by the late Edith Anisfield Wolf.The Anisfield-Wolf Book Awards, now celebrating its 60th anniversary, annually recognizes books celebrating hum an diversity or exploring racial prejudice.
After 35 years of service, in 1995 the noted anthropologist Dr. Ashley M ontagu retired as head of the Awards jury. An expanded ju ry now chaired by Dr. H enry Louis Gates Jr., chair of Afro- American Studies at H arvard University, includes Rita Dove, Commonwealth Professor of English at the University of Virginia, S tephen Jay Gould, professor of geology at Harvard, Joyce Carol Oates, professor of hum anities at Princeton University, and Simon Schama, professor of hum anities at Columbia.
Past Anisfield-Wolf Book Award winners include G unnar Myrdal’s An American Dilemma, Toni M orrison’s Beloved, Zora Neal H urston’s Dust Tracks on a Road, Oscar Lewis’s La Vida, Vine D elo riajr.’s Custer Died for Your Sins, Alan Paton’s Cry, The Beloved Country, Robert Coles’ Children of Crisis and Maxine H ong Kingston’s The Woman Warrior.
We also support the Anisfield-Wolf Memorial Award for O utstanding Community Service, a .$10,000 prize adm inistered by the Federation for Community Planning and given annually to a Cleveland-area nonprofit organization. The 1996 winner is El Barrio Incorporated, whose m ain mission is jo b training and placem ent for Hispanic residents. Demand for its services is soaring; the Hispanic com m unity is Cleveland’s fastest-growing population.
Building on Latin A m erica’s strong community traditions, El Barrio offers programs including adult basic literacy in English, Cleveland’s only bilingual GED program , transportation to job sites and social support groups.
EL BARRIO
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Building a Community Endowment
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re are deeply grateful to the thousands of donors who have built The Cleveland Foundation since its inception in 1914. T heir gifts, ranging from a few dollars to millions, work to improve the quality o f life in G reater
Cleveland today and for generations to come.We see significant changes in giving today com pared with decades past. More
donors prefer giving to their com m unity during their lifetime, ra ther than solely through bequests. Many who establish a fund want a voice in its grantm aking. They often find the donor-aclvisor fund an easy way to accomplish that objective without the bu rden of administrative m atters o r IRS reporting requirem ents.
Donors also are m ore sophisticated about p lanned gifts than in the past. They approach the Foundation wanting to explore the benefits o f charitable gift annuities, charitable rem ainder trusts and pooled incom e funds, as well as bequests.
In 1995, we adopted a form al developm ent philosophy statem ent articulating our goals in building com m unity endowment:
We welcome gifts of any size from donors of diverse backgrounds and means.We strive for the highest standards of careful stewardship and integrity in respecting donors' intent.We ensure that gifts given today will remain relevant in the future.We encourage gifts permitting creative and flexible responses to community needs.
HOW YOU CAN GI VE TO T H E C L E V E L A N D F O U N D A T I O N
We welcome and value gifts of any size. Many people give in honor of a special occasion: a wedding, b irth or anniversary, or as a m em orial instead o f flowers. O thers give simply to re tu rn som ething to their community.
Special ContributionsYou may add a gift in any am ount to any existing fund of The Cleveland Foundation. If you wish, you may indicate an area of interest toward which to direct your gift, or you may give an unrestricted gift to serve the broadest range o f com m unity needs.
If you are considering a larger gift, the Foundation offers you the widest array of giving options. You may give using cash, securities, life insurance, real estate or o ther personal property.
Named FundsWith a gift of $10,000, you may establish a perm anent fund in your own nam e or that of a person or cause you value. You need no t give the entire am ount at once; if you prefer, you may give incrementally over the course of several years until the fund reaches the size you wish.
Charitable Gift AnnuitiesYou enter into this simple legal agreem ent with The Cleveland Foundation through a gift of $10,000 or more. In return , you receive lifetime income. After death, any unused portion of your gift rem ains with the Foundation for unrestricted grantm aking.
Community Pooled Income FundThis fund combines many different gifts for investment and administrative purposes. You may participate with a gift of $10,000 and receive proportionate am ounts of fund incom e based on the num ber of shares you hold and fund perfo rmance. After your lifetime, your shares establish a perm anent fund in your name.
Charitable Life InsuranceA life insurance policy enables many donors to give more than otherwise possible. You simply secure a policy with a m inim um face value of $25,000, naming the Foundation as owner and beneficiary. You may also use an existing policy by transferring ownership and beneficiary status to the Foundation. Upon redeem ing the policy, we establish a perm anent fund in your name.
Donor-Advisor FundsWith this type of nam ed fund, you may make gran t recom m endations annually on up to 6 percent of the fu n d ’s m arket value. You establish a donor- advisor fund with a gift of $50,000, and may add gifts of any size to increase the fu n d ’s value and grantm aking potential. The fund exists for your lifetime and that of your spouse, or 25 years, whichever is longer. If you establish the fund at $250,000, your children may make grant recom m endations for a specific period of time. W hen your family’s involvem ent ends, the fund continues in your nam e.
Charitable Remainder TrustsThese trusts are arrangem ents between you and a Foundation-approved trustee. You transfer property to the trust but retain the right to receive its income. After your lifetime, the Foundation uses the principal to establish a perm anen t fund in your nam e, with incom e directed as you choose. You may establish a charitable rem ainder trust with assets of $100,000 or more.
Supporting OrganizationsYou, your family or a private foundation may create a supporting organization of the Foundation, a special fund with its own grantm aking ability and board of trustees. The supporting organization takes advantage of the Foundation’s professional staff assistance, administrative services and favorable tax status. A trustee bank or investm ent m anager of your choosing manages the assets. You may create a supporting organization with assets of $2 million.
BequestsA bequest in your will is the simplest and most often used gift, directing either a fixed num ber of dollars or percentage of your estate to The Cleveland Foundation for grantm aking.
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Through the Goff Society, we recognize the generosity of living donors who have established permanent named funds of over $10,000, donor-advisor funds, or supporting organizations.
Ruth E. Adomeit*Mrs. William Harry Alexander Fred J. Ball and Elizabeth S. Ball Kent and Jeannine Cavender Bares Charles P. and Julia S. Bolton Mrs. Roger Bond Jr.Mr. and Mrs. Robert R. Broadbent Lenore V. Buford, Ph.D.Robert and Virginia Burkhardt David and Ginger CampopianoE. Bruce and Virginia Chaney Corning Chisholm Mr. and Mrs. M. Roger Clapp James M. and Ann M. Delaney Jim and Isabelle Dunlap Doris Anita Evans, M.D.Mr. and Mrs. Nicholas J. Federico John GabelMr. and Mrs. Robert A. Garda Sally K. Griswold Holsey Gates Handyside Dr. and Mrs. S. W. Hartwell Jr.Laura R. Heath
Preston B. Heller Jr.Beverly G. and Albert M. Higley Jr. Arlene and Arthur S. Holden Elizabeth W. and William M. Jones Jane P. Kirkham*Susan N. LajoieEleanor M. Lewis and Wayne H. LewisRobert R. LucasMrs. Leonard G. MartienMrs. J. Denny MayCharles R. McDonald*Thornton D. and Penny P.
McDonough W. J. Barlow McWilliams William A. and Margaret N. Mitchell Lindsay J. and David T. Morgenthaler Charles J. and Patricia Perry NockJames A. (Dolph) and Fay-Tyler
NortonMr.* and Mrs. R. Henry Norweb Jr. Tommie Lenora Pradd Patty Gilbert S. Peirce George J. Picha
Richard W. and Patricia R. PogueVictoire and Alfred M. Rankin Jr.James and Rita RechinMr. and Mrs. Raymond M. ReisacherWilliam Hughes RobertsMr. and Mrs. Thomas H. RoulstonHenry W. SciulliMrs. Ellery Sedgwick Jr.Mr. and Mrs. John Sherwin Jr.Mr. and Mrs. Edward W. Sloan Jr.Mrs. Kent H. SmithRussell H. and Gretchen H. SmithJames P. StorerDudley J. TawMrs. William C. TreuhaftPhilip R. UhlinPaul and Sonja UngerHon. and Mrs. George V. VoinovichMrs. Peter WellmanMrs. Michael A. WipperMrs. Samuel WolpertRobert J. and Janet G. YaromaAnonymous (18)
We also recognize the following organizations and corporations that have established funds at The Cleveland Foundation:
American Cancer Society, Ohio Division Incorporated
AmeritechAurora Schools FoundationCity of ClevelandCuyahoga County Public LibraryThe Forest City Hospital FoundationGoodrich Social SettlementGreater Cleveland Alumnae Chapter
of Delta Sigma Theta Sorority, Inc.
The Catherine Horstmann HomeThe Intermuseum Conservation
AssociationThe Junior League of Cleveland, Inc.
(Children's Theatre)Lesbian/Gay Community Service
Center of Greater ClevelandThe Lincoln Electric FoundationLutheran Metropolitan Ministry
Association
Northern Ohio Opera Northwest Emergency Team The Ohio Humanities Council St. James A.M.E. Church Scholarship-ln-Escrow United Way Services Women's General Hospital
As of April 26, 1996
26
Legacy Society
The Legacy Society recognizes individuals who have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity.
Ruth E. Adomeit*Lewis Affelder*Fred J. Ball and Elizabeth S. Ball Linda M. Betzer Robert E. Bingham Jeannette W. Brewer Lenore V. Buford, Ph.D.Robert and Virginia Burkhardt Marjorie and Harry Carlson Mary C. Carter Arthur W. Chown*Richard H. and Cathy L. Crabtree Pitt A. and Sally Curtiss Philip Dawson Patricia Jansen Doyle Kevin and Carolyn Ellison Doris Anita Evans, M.D.Helen V. Fitzhugh Virginia Q. Foley C. Henry and Caryn Foltz Eleanor R. Gerson
Robert M. and Barbara Ginn Mary Louise and Richard Hahn Virginia H. Hamann Holsey Gates Handyside Mary Jane D. Hartwell Beverly G. and Albert M. Higley Jr. Flora D. Hirsohn*Suzanne and Michael J. HoffmannRonald D. HolmanMr. and Mrs. B. Scott IsquickElizabeth W. and William M. JonesVirginia S. JonesNorman F. and Sandra L. KloppElizabeth D. KondorossyMarjorie and Samuel LamportWilliam F. Laurie and Georgia E. LaurieFrances D. LesserCharlotte S. LevyWayne H. LewisMr. and Mrs. G. Russell LincolnMrs. J. Denny May
Charles R. McDonald*Steven and Dolly Minter Arthur P. Moebius Mary B. Moon John B. Moore J. Howard Morris Jr.James A. (Dolph) and Fay-Tyler Norton Mr.* and Mrs. R. Henry Norweb Jr.John F. O'Brien Barbara H. Patterson Frederick W. Pattison Catherine and James Pender Florence K. Z. Pollack William Hughes Roberts James L. Ryhal Jr.Henry W. SciulliMr. and Mrs. Edward W. Sloan Jr.Mr. and Mrs. Joseph H. Thomas Genevieve and A. Carter Wilmot Mr. and Mrs. H. Robert Wismar Jr. Anonymous (3)
As of April 26, 1996
* Deceased
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New Assets
S U M M A R Y OF NEW A S S E T ST he grants described in this report were made possible by generous
support from public-spirited Cleveland individuals, families and corporations. We are pleased to report that in 1995 The Cleveland Foundation received $12.1 million in new assets. The largest single gift,$1.9 million, came from A rthur S. H olden Jr. and o ther family members. Their gift established The Donum Fund, formerly a private foundation based in Lake County, as a donor-advisor fund.
NEW PERMANENT FUNDS $3,141,421
ADDITIONS TO PERMANENT FUNDS 4,030,505
NEW PROJECT ACCOUNTS 225,633
ADDITIONS TO PROJECT ACCOUNTS 785,553
NEW DONOR-ADVISOR FUNDS 2,050,128
ADDITIONS TO DONOR-ADVISOR FUNDS 442,703
NEW AGENCY ENDOWMENT FUNDS 85,438
ADDITIONS TO AGENCY ENDOWMENT FUNDS 161,311
ADDITIONS TO SUPPORTING ORGANIZATIONS 1,167,061
OTHER ADDITIONS 16,396
TOTAL 1995 NEW ASSETS $12,106,149*
*Of this amount, $790,584 represents payments against pledges made in a previous year which are not included in the current year’s financial statements total of $11,315,565, and a reduction of pledges receivable from a previous year. The fu ll pledge amount was recognized in the year the pledge was made.
New Permanent Funds
Fred J. Ball Fund ..................................................$78,250Donor: Fred J. BallUse of income: To support creative responses to the problems of providing legal service to persons and organizations unable to afford private legal counsel
The Fred J. Ball and Elizabeth S. BallCharitable Remainder Trust ................................$33,734*Donors: Fred J. and Elizabeth S. BallUse of remainder: To be added to the Fred J. Ball Fund
Samuel C. Blake, Mary A. Camp Blake and Marian B. Leiner MemorialCharitable Trust ............................................. $1,038,976Donor: Anna H. Blake UnitrustUse of income: Unrestricted charitable purposes
Alton LaMaur CharacterMemorial Scholarship Fund ............................... $10,080Donors: David C. Basalla, Elizabeth Blount, William H. Carpenter, Alvin James Character, Judge Carl J. and Dee Ann Character, Larry and Colleen Character Gibbons, Andrew H. and Geraldine Gilham, Talbert and Juanita M. Jennings, Drs.L. Morris and Adrienne Jones, Louis and Barbara J. Kaszas, Mary Kelly, The Lubrizol Corporation, Julia E. McCorkle, Neda Mihelin, Mary Ann K. Mucha, Janet Beverly Purnell, Second District Police Community Relations Committee, Carol M. Shkerich, Thaddeus Sumbry, Lois A. Tisdale, U.A. Health Care Corporation of Ohio, Inc., John R. and Martha R. Whitbeck In memory of Demetrius M. Anderson Donor: James E. MorganIn memory of Charles. Ronald and Reginald Haggins Donor: Edward T. Haggins Use of income: To provide scholarship assistance to college-bound graduating seniors of Collinwood High School with a preference to African-Americans and students who demonstrate both skill and interest in violence mediation and prevention
Arthur F. and Gladys D. ConnardMemorial Fund ................................................. $250,000Donor: Estate of Gladys D. Connard Use of income: A portion designated for West Shore Unitarian-Universalist Church, and the remainder for general educational purposes including scholarship aid
The Thomas Dugan and Alice DuganMemorial Fund ................................................. $512,325Donor: Alice Dugan TrustUse of income: Unrestricted charitable purposes
Evelyn Golumb Fund ........................................$168,595Donor: Evelyn Golumb TrustUse of income: Unrestricted charitable purposes
Carolyn V. Heller Fund ......................................$476,943Donor: Preston B. Heller Jr.In memory of Carolyn V. HellerDonors: Mr. and Mrs. Cloyd Abruzzo, Stanley and HopeAdelstein, Steven Adler and Carol Rolf, Bruce H. andMary J. Akers, Mr. and Mrs. Alan J. Altheimer, Barbara C. andF. Reed Andrews Jr., Bear Marketing, Inc., Richard J. Blum and Harriet L. Warm, Dennis J. and Judith J. Bodziony, Britton-Gallagher & Associates, Inc., Bob and Cindy Bruml, Gene and Janice Carlson, Centerchem, Inc., Chadwick International, Inc., Beecher N. and Dorothy K. Claflin,John J. and Mary C. Clark, Jerry A. and Eleanor E. Cooper,Tom and Sue Cristal, Pitt A. and Sally Curtiss, Mr. and Mrs. Joseph T. De Cerbo, J. R. and Dr. E. Pauline Degenfelder, Mr. and Mrs. Robert D. Deitz, Digital Equipment Corporation, Dolfuss-Root & Company, Frederick A. and Phebe H. Downey, John F. Downie, Daniel R. Elliott Jr. and Margaret M. Caldwell, Mary and Oliver F. Emerson Foundation, Charles R. Emrick Jr., Mary C. Farrar, Federal Wholesale Company, Inc., George and Bettie Feiss, Joe and Shirley Felber, Edith Grant, Anne Greenfield, Jay Greyson, Robert P. Guberman and Judith A. Salerno,H.L.K. & Associates, Inc., Alvin N. and Barbara A. Haas,Blair and Dori Haas, Fred and Debi Hammett, William and Sandra Hanewall, Gordon E. Heffern, Charles W. Heller,Dr. and Mrs. Richard E. Heller, Scott and June Isquick, Bob and Rhona Jacobson, Harold C. and Helen M. Jeffers, Theodore W. and Jeanne W. Jones, Mrs. E. S. Juda,Nancy Juda, Ira C. Kaplan, KEMET Electronics Corporation, Kent Electronics, George Klein, James M. and Sherry L. Koziol, Ewald E. Kundtz Jr., J. Chris and Marilyn H. Langmack,Mr. and Mrs. Thomas M. Lankford, Mr. and Mrs. Robert L. Larson, David J. Lazar, Mr. and Mrs. Bruce M. Listerman,Frank and Harriet Livingston, Patricia M. Livingston, Mr. and Mrs. Stanley Lowitt, Roman N. and Alexandra Lucky, WilliamE. MacDonald 111, Mr. and Mrs. Wentworth J. Marshall Jr., Morris and Phyllis Matt, John and Margi McDonald, ArthurG. Merriman Jr., Allen and Ruth Miller, Charles and Rebecca Miller, Mr. and Mrs. E. H. Mitchell, George G. Morris Jr.,Hugh E. and Margaret Mary Mullen, National City Bank Executive Department, National City Bank Metro/Ohio Division, NEDA/National Electronic Distributors Association, Michael C. Nock, Northern Ohio Region Classic Car Club of America, Ake and Marie-Louise Nyborg, Mr. and Mrs. David P. O'Neill, William A. Papenbrock, Stanley C. and LouiseK. Patno, Albert Pick III, Pioneer-Standard Electronics, Inc., Richard W. Pogue, Rand Potter, Jeffrey D. and Christine A. Steedman Rawson, Dennis Reker, Carmen J. and Ann Riazzi, Dick Russell, St. Lawrence Steel Corporation, Mr. and Mrs. Jacques R. Sardas, Janice and William B. Sellers Jr., Lynn Breuer Shaw, Barbara Simone, Diane Rae Singer,Edwin Z. and Naomi Singer, Mr. and Mrs. Harry Singer,Phil and Ann Singer, Mr. and Mrs. James G. Stanforth, June M. Stewart, Dale E. Stitt, John and Alice Strauss, Sudbury, Inc., Thomas C. and Sandra S. Sullivan, Sumer Incorporated,The Charles A. Veatch Company, Mike and Ruth Viny,
29
Donna L. and John H. Wagener Jr., Edward J. Walter andJane M. Noe, The Ware Foundation, Michael R. and HannahS. Weil, John D. Wheeler, Larry YoungUse of income: To support physical revitalizationof inner-city, deteriorating Cleveland neighborhoodswith primary focus on, but not limited to, housing
William M. and Elizabeth W. Jones Fu nd ............$74,248Donors: William M. and Elizabeth W. Jones Use of income: For the Foundation's public, charitable and educational purposes
The Marjorie and Samuel LamportCharitable Remainder Trust ..............................$141,503*Donors: Marjorie and Samuel Lamport Use of remainder: Designated for a period of ten years to Judson Park Retirement Community and Cleveland Botanical Garden, after which time for cultural organizations in Cleveland
Additions to Permanent Funds
Lewis and Ruth Affelder Fund ..........................$148,426Donor: Lewis and Ruth Affelder Charitable Trust
Charles Rieley Armington Fund ..........................$36,000Donor: Elizabeth Rieley Armington Charitable Trust
Helen and Ira J. Bircher Fund ..............................$60,000Donors: Helen and Ira J. Bircher
Mary K. and Robert R. BroadbentSalvation Army Endowment Fund ........................$2,134Donors: Robert R. and Mary K. Broadbent,The Broadbent Family Foundation, Inc.
The Arthur W. Chown Fund ................................$18,872Donor: Arthur W. Chown Gift Annuity
Alzada Singleton Davis Fund ................................$5,000Donor: Lenore V. Buford, Ph.D.
Homer Everett Fund No. 2 ..................................$11,257Donor: Homer Everett Trust
Betty H. and Jean E. Fairfax Fund ......................$10,000Donor: Jean E. Fairfax
The Vince Federico Memorial F u n d ....................$21,875Donors: Participants in the Vince Federico Memorial Golf TournamentAdditional donors: Sheldon G. Adelman, Agency Automotive Supplies, Inc., American Greenwood, Inc., Paul Angart, Rachelle M. Arnold, B.M.S. Properties, Kenneth B. Baker,Bee Gee Building Supply, Inc., Steven A. Belman, Bruder Inc., Cardinal American Corporation, Classic Steel, Ronald B. Cohen,
Frederick Woodworth PattisonPooled Income F u n d ............................................$9,022*fDonor: Frederick W. PattisonUse of remainder: Unrestricted charitable purposes
Queen McGee Evans Pryor Fund ......................$10,000Donor: Doris Anita Evans, M.D.Use of income: To honor an outstanding teacher in the Greater Cleveland area schools
Ella M. Walz Memorial Fu n d ............................$346,767Donor: Estate of Ella M. Walz Use of income: A portion designated for Northcoast Behavioral Health Care System for the music therapy program, and theremainder for education of students in psychiatry
Commercial Insulation, Inc., Cuyahoga Chemical Co., Domenic DeBaltzo, Paul S. Dennis, Philip Fleishman, Forest City & North American Lumber, Gary B. Garson, Nathan Gerdy, Gleeson Construction Inc., Going Places Travel Inc., Joseph Greenes, Mark T. Greffet, H.A.P. Enterprises, KAM Marketing, Inc., Sean P. Kilbane, Donald M. King, Kostman, Schmid & Associates, Inc., Ellis Lewin, Dennis Losey, Walter Lowy, MC Properties, Ellen M. Manchook, Frank Mannino III, Alan M. and Janet Miller, Lawrence F. Minich, David J. and Maureen T. Muraco, NicSand, Inc., Noll Machinery, Inc, One- Eleven Group, Patlen Company, The Pearl Rug Company, Phoenix Dye Works, Bert P. Poncher, Premier Sales Group, Marc L. and Jean A. Price, Pro-Cell, Inc., Charles Rockman, Norton W. Rose, Rysar Properties, Inc., SB Foundation,Floyd B. and Karen Silver, Rocque and Sandra Trem,Edward H. Tresger, 21st Century Pets, U.S. Electric Fixture Co., Inc., Van Waters & Rogers Inc., Hyman and Molly Wasserman, Keith S. Williams, World Equipment and Machine Sales Co., Judge Joseph A. Zingales
Frances B. and George W. FordMemorial Fund ....................................................$50,000Donor: Daniel B. Ford Trust
The Holsey Gates ResidencePreservation F u n d ................................................$28,408Donor: Holsey Gates Handyside
Holsey Gates HandysideCharitable Remainder Trust ........................ $99 499*Donor: Holsey Gates Handyside
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Heights Youth Center Fund ....................................$2,704Donors: Geoffrey K. and Maryann D. Barnes, A.W. and Joanne Benkendorf, Catharine D. Berwald, Glenn Billington, Ronald and Isabelle G. Brown, Marshall Brudno, Armine G. Cuber, Patricia W. Davis, Richard C. and Nancy J. Dietrich, Joan E. Dowling, Dennis Drotar and Peggy Crawford, Gwen C. Dyer, Sarah Malone Evans, Yarden and Kirsten Faden, Jeffrey S. and Susan Forman, Judith L and Thomas C. Furnas Jr., Dorinda A. Gershman, Suzanne Halbe, Marc B. and Dr. Karen M. Jaffe, Clark W. and Mary B. Knierman, Norris J. and Mary E. Landis, Dr. Richard Lightbody, Mafalda McNamara, Charlotte S. and John M. Newman Jr., Dr. Samuel A. and Suzanne M. Nigro, Patrick J. and Nancy H. O'Connor, Dwight M. and Colleen F. Olson, Beth A. O'Malley, Robert S. and Barbara A. Ottinger, Catherine Penn, Mary W. Rautenberg, Christopher and Nancy Roy, Rev. Richard E. and Susan K. Sering, Calvin M. Singleton Jr., Elsie R. Tarcai, Leonard M. and Kerstin E. Trawick,Richard J. and Barbara W. Wherley, Dr. R. Allen Wilkinson,Mary F. Wilson, Margaret Wong & Associates Company, LPAIn honor of Bess FerenDonor: Maury FerenIn memory of Natalie CrouterDonors: D'Arnold and Thelma Davis
Agnes E. Meyer Herzog Fund ..................................$430Donor: Barbara H. Patterson In honor o f Barbara H. Patterson Donors: Michael F. and Mary A. Domski,Barbara A. PattersonIn memory of Frank E. Joseph, Steliane P. Karfes,Loretta Nugent and Mary Steber Donor: Barbara H. Patterson In memory of Anton S. Meyers Donors: John Kentner, Barbara H. Patterson
Sherman Johnson and Frances BattlesJohnson Memorial Fu n d ....................................... $2,000Donor: Dr. Janet M. Poponick
Lois E. Kerr Memorial Fund ................................$19,258Donor: Lois E. Kerr Testamentary Trust
Alexander G. Lajoie Jr. Memorial Fund ................$3,500Donors: Nora Lajoie, Susan N. Lajoie
Leonard G. Martien Fund ..................................... $5,281Donor: Phyllis M. Martien
Donald W. McIntyre Fund ................................. $771,724Donor: Donald W. McIntyre Trust
The Northern Ohio Opera Fund ..............................$500Donor: Perkins Charitable Foundation
Fay-Tyler Murray Norton Fund ..............................$1,000Donors: Dr. James A. and Fay-Tyler Norton
Tommie Lenora Pradd Patty Fund ........................$1,938Donor: Tommie L. Patty
Poetry Fund ......................................................... $12,491Donors: John Gabel, Bonnie M. Jacobson,Robert E. McDonough In honor of John Gabel Donor: Louise Frazer Mooney
Princeton Urban Studies Fellowship Fund ..........$6,131Donors: Clements Family Charitable Trust,Henry C. Doll, Judith K. and S. Sterling McMillan III,Robert H. Rawson Jr., Wilbur J. Shenk Jr.
Victoire and Alfred M. Rankin Jr. Fund ..................$3,346Donors: Victoire and Alfred M. Rankin Jr.
Demetra A. Sciulli Fund ..................................... $28,041Donor: Henry W. Sciulli
William K. Selman Memorial Fund ..........................$970Donor: Estate of William K. Selman
Taw Family Salvation Army Endowment Fund . . . $5,000 Donor: Dudley J. Taw
The Alma M. and Harry R. TempletonMemorial F u n d ............................................... $1,716,826Donor: Alma M. Templeton Unitrust
Amos Burt and Jeanne L. Thompson Fund ..........$1,000Donors: Neil L. and Kathy Thompson
Molly Agnes Voinovich Memorial F u n d ..............$13,125Donors: Louanne M. Clifford, Jane E. Conroy, Judge Thomas Patrick and Jeanne M. Curran, James M. and Ann M. Delaney, The Frances and Jane S. Lausche Foundation, Fred A. Lennon Charitable Trust, Nick and Patricia A. Tomino, Donald and Nancy Vickers, Governor George V. and Janet Voinovich In memory of Alice Lennon Donors: Governor George V. and Janet Voinovich
The Homer C. Wadsworth Award ............................$330In memory of Homer C. Wadsworth Donors: Citicorp Foundation, Patricia A. Mcllrath In memory of Alice Crutchfield Wadsworth Donors: Grace C. Bobo, Bratenahl Place Association,Elsie W. De Leo, Bob and Ginny Eckardt, Michael J. and Suzanne I. Hoffmann, Edwin P. Swatek Jr. andSuzanne B. Cordell
Ethel and Richard Whitehill Funds....................$882,610Donor: Estate of Richard W. Whitehill
H. Robert and Ann H. Wismar Fund ....................$5,832Donors: Ann H. and H. Robert Wismar Jr.
Edith Wright Memorial Fund ............................. $54,997Donor: Estate of Edith Wright
* The value o f certain planned gifts is listed at their charitable tax deduction level, determined by the Internal Revenue Service.
f This amount is not included in The Cleveland Foundation financia l statements.
31
Other Additions
The Cleveland Foundation Administrative Fund . . . $5,000 Donor: Key Trust Company Nonprofit Asset Services Use of gift: To underwrite Frederick Harris Goff Philanthropic Leadership Dinner
Life Insurance Foundation Endowment (LIFE) . . . . $425 Donors: Howard B. Edelstein, Bruce A. Kretch,J. Thomas Leslie, Barrett J. Weinberger Use of gifts: Additional contributions toward establishment of a fund
Sanford E. Markey M em oria l................................... $595Donors: American Federation of Television and Radio Artists, Peter and Kathleen A. Dudchenko,Marjorie J. Henderson, Lynn A. and Lois L. Jones,Muriel H. Jones, Steve and Dolly Minter, Howard B. and Marilyn D. Newman, Constance M. Price and John L. Price Jr., The Roche Family Trust, John P.Zopp Jr., Judith L. Zopp
Restricted g ift ......................................................... $5,301Donor: Estate of Pearl SpitzUse of income: The care, service or benefit ofpersons regarded as older persons or aged
Unrestricted g if ts ..................................................Donors: American Foundation at the direction of Edith W. Corning, Harry and Marge Carlson, Theodora P. Dakin, Folio Club, Gregory T. Holtz, KeyCorp, Steve and Dolly Minter, NACCO Industries, Inc., Frank B. O'Brien, James V. and Ursula B. PattonIn honor of Marge Carlson and the Cleveland Indians. American League Champions Donor: Jane C. Williams of The Seattle FoundationIn honor o f Harry and Marge Carlson Donor: Lucy Lincoln-Gilson In memory of Robert E. Eckardt. M .D ., Ph.D. Donor: Marge CarlsonIn honor of John Brian Olsen Donors: Dr. James A. and Fay-Tyler Norton
$5,075
32
Permanent Funds of The Cleveland Foundation
Thousands of donors have contributed to The Cleveland Foundation since its creation in 1914, often through bequests, bu t also through gifts of cash, securities, life insurance policies, real estate and o ther personal property. A perm anent fund may be established with a m inim um gift of .$10,000. Following is a list of the perm an en t nam ed funds of the Foundation.
P E R M A N E N T F U N D S
Morris Abrams FundThe Adomeit FundRuth E. Adomeit FundLewis and Ruth Affelder FundRhoda L. Affelder FundWickham H. Aldrich FundRob Roy Alexander FundThe William Harry Alexander FundThe Aloy Memorial Scholarship FundThe Dr. David Alsbacher Fund for Medical ResearchRaleigh F. Andrie Memorial FundThe George and May Margaret Angell TrustAnisfield-Wolf FundCharles Rieley Armington FundKatherine B. Arundel FundWalter C. and Lucy I. Astrup Funds (2)Sophie Auerbach FundMargaret Montgomery Austin and
Charles Taylor Austin Memorial FundRuth and Elmer Babin FundThe Frederic M. and Nettie E. Backus Memorial FundThe Magdalena Baehr FundFannie White Baker FundWalter C. Baker FundWalter C. and Fannie White Baker FundLilian Hanna Baldwin FundBall, Ball, Galloway, Jacobs and Pickett FundFred J. Ball FundThe Fred J. Ball and Elizabeth S. Ball
Charitable Remainder TrustMabel R. Bateman Memorial FundWarner M. Bateman Memorial FundCornelia W. Beardslee FundJames C. Beardslee FundLouis D. Beaumont FundRobert K. Beck Memorial FundThe Beckenbach Scholarship Memorial FundMary Berryman FundNestor B. Betzold TrustIda Beznoska FundBig Brothers of Greater Cleveland Fund The Dr. Hamilton Fisk Biggar Fund
Hattie E. Bingham FundHelen and Ira J. Bircher FundGeorge Davis Bivin FundSamuel C. Blake, Mary A. Camp Blake and
Marian B. Leiner Memorial Charitable TrustThe Martin E. and Evelyn K. Blum FundTom L.E. Blum and Martin E. Blum FundKatherine Bohm FundErnest J. Bohn Memorial FundRoberta Holden Bole FundNewell C. Bolton FundJean and Roger Bond Jr. FundHelen R. Bowler FundThe George H. Boyd Fund*Alva Bradley II FundJeanette W. Brewer FundGertrude H. Britton, Katharine H. Perkins FundMary K. and Robert R. Broadbent
Salvation Army Endowment FundFannie Brown Memorial Fund Marie H. Brown Fund Ada G. Bruce Fund George F. Buehler Memorial Fund Marie I. Buelow Fund Judge Lillian W. Burke Scholarship Fund Burkhardt Family Fund The Harry F. and Edna J. Burmester
Charitable Remainder Unitrust No. 1The Thomas Burnham Memorial The Thomas Burnham Memorial Trust Katherine Ward Burrell Fund Edmund S. Busch FundJanet G. and Mary H. Cameron Memorial FundMarian M. Cameron FundThe Martha B. Carlisle Memorial FundEdna L. and Gustav W. Carlson Foundation Memorial FundAlfred J. Carpenter Memorial FundLeyton E. Carter Memorial FundMary C. Carter Gift AnnuityRobert and Annie Cartman FundThe Central High School Endowment FundThe Fred H. Chapin Memorial FundThe George Lord and Elizabeth Chapman Fund*The Frank J. and Nellie L. Chappie Fund*
33
Alton LaMaur Character Memorial Scholarship Fund The Children Forever Endowment Fund The Adele Coming Chisholm Memorial Fund George W. Chisholm Fund The Arthur W. Chown FundGarnetta B. Christenson and LeRoy W. Christenson FundMr. and Mrs. Harold T. Clark FundJ.E.G. Clark TrustMarie Odenkirk Clark FundClark-Owen Memorial FundThe Elsa Claus Memorial Fund No. 2Inez and Harry Clement Award FundCleveland: NOW FundCleveland Recreational Arts FundCleveland War MemorialClevite Welfare FundCaroline E. Coit FundArthur F. and Gladys D. Connard FundArthur F. and Gladys D. Connard Memorial FundA.E. Convers Fund*Harry Coulby Funds (2)Jacob D. Cox Fund S. Houghton Cox Fund Cathy L. Crabtree FundThe Eileen H. Cramer and Marvin H. Cramer FundThe William R. and F. Cassie Daley Trust FundHenry G. Dalton FundAlzada Singleton Davis FundEdward H. deConingh FundMary E. Dee Memorial FundJames M. and Ann M. Delaney FundThe Howard and Edith Dingle FundThe Carl and Marion Dittmar FundEdwin A. and Julia Greene Dodd Funds (2)Anna J. Dorman and Pliny 0. Dorman Memorial Fund L. Dale Dorney FundJames J. Doyle and Lillian Herron Doyle Scholarship FundCharles A. Driffield Memorial FundThe Thomas Dugan and Alice Dugan Memorial FundThe Mary and Wallace Duncan FundThe William C. and Agnes M. Dunn FundBruce S. Dwynn Memorial FundAlice McHardy Dye FundLyda G. and Horatio B. Ebert FundKristian Eilertsen FundThe Emerald Necklace FundAda C. Emerson Fund*Irene C. and Karl Emmerling Scholarship Fund Reinhold W. Erickson Fund Flora M. Everett Fund Henry A. Everett Trust
Homer Everett Funds (2)Mary McGraw Everett Fund The Irene Ewing Trust Betty H. and Jean E. Fairfax Fund Charles Dudley Farnsworth Fund Charles Farran FundThe George D. and Edith W. Featherstone Memorial FundThe Vince Federico Memorial FundDr. Frank Carl Felix and Flora Webster Felix FundWilliam S. and Freda M. Fell Memorial FundThe Fenn Educational Funds (4)First Cleveland Cavalry-Norton Memorial Fund William C. Fischer and Lillye T. Fischer Memorial Fund Fisher FundErwin L. Fisher and Fanny M. Fisher Memorial Fund Helen V. Fitzhugh Gift Annuity Edward C. Flanigon FundPercy R. and Beatrice Round Forbes Memorial Fund Frances B. and George W. Ford Memorial Fund The Forest City Hospital Foundation Fund Gladys J. and Homer D. Foster Fund Constance C. Frackelton Funds (4)The Fannie Pitcairn Frackelton and David W. Frackelton FundRobert J. Frackelton FundThe George Freeman Charity FundWinifred Fryer Memorial FundFrederic C. Fulton FundCharles H. Gale FundFrederic H. Gates FundThe Holsey Gates Residence Preservation Fund Eleanor R. Gerson Charitable Remainder Unitrust The William F. and Anna Lawrence Gibbons Fund*Emil and Genevieve Gibian FundFrank S. Gibson Memorial FundRose B. and Myron E. Glass Memorial FundFrederick Harris Goff FundFrederick H. and Frances Southworth Goff Fund*Isaac C. Goff Fund*Edwin R. Goldfield Fund Lillian F. Goldfield Fund Marie Louise Gollan Fund Evelyn Golumb FundDr. Isadore J. Goodman and Ruth Goodman Memorial FundJulius E. Goodman FundThe George C. and Marion S. Gordon FundRobert B. Grandin FundHarold R. Greene FundMaxine Y. Haberman FundThe Hortense B. Halle and Jay M. Halle FundVirginia H. Hamann Gift AnnuityDorothea Wright Hamilton Fund
34
Edwin T. and Mary E. Hamilton FundThe Lynn J. and Eva D. Hammond Memorial Fund*Handyside Family Memorial Fund for
Western Reserve AcademyDouglas P. Handyside Memorial FundHolsey Gates Handyside Charitable Remainder TrustLeonard C. Hanna Jr. Funds (9)The Leonard C. Hanna Jr. Special FundWilliam Stitt Hannon FundJanet Harley Memorial FundMr. and Mrs. Roy G. Harley FundH. Stuart Harrison Memorial FundPerry G. Harrison and Virginia C. Harrison Memorial FundThe Kate Hanna Harvey Memorial Funds (2)F.H. Haserot FundMelville H. Haskell, Mary H. Hunter, Gertrude H. Britton,
Katharine H. Perkins Funds (2)Henry R. Hatch Memorial FundHomer H. Hatch FundJohn and Helen A. Hay Memorial FundLewis Howard Hayden and Lulu May Hayden FundGeorge Halle Hays FundNora Hays FundHeights Youth Center FundThe Henry E. Heiner and Marie Hays Heiner Memorial FundCarolyn V. Heller FundThe Louise W. and Irving K. Heller FundMildred Shelby Heller Memorial FundThe William Myron Heller Memorial FundWarren J. Henderson FundIva L. Herl FundThe Clifford B. Hershik Memorial Fund Agnes E. Meyer Herzog FundThe Siegmund and Bertha B. Herzog Endowment FundJames R. Hibshman Family TrustHighland View Hospital Employees' FundAlbert M. Higley MemorialAlbert M. and Beverly G. Higley FundMary G. Higley FundMildred S. Higley FundThe Hinds Memorial Fund*The Hiram House FundThe Jacob Hirtenstein FundH. Morley and Elizabeth Newberry Hitchcock FundReuben W. Hitchcock FundSuzanne and Michael J. Hoffmann FundMr. and Mrs. Arthur S. Holden FundHelen M. Holland MemorialDr. John W. Holloway Memorial FundMildred E. Hommel and Arthur G. Hommel Memorial FundA.R. Horr Trust*Centureena S. Hotchkiss Fund
Howard W. Hottenstein Fund Virginia M. Huey FundMartin Huge, Martha M. Huge, Theodore L. Huge and
Reinhardt E. Huge Memorial FundThe John Huntington Benevolent FundThe A.W. Hurlbut FundThe Norma Witt Jackson FundRhea Hanna Jerpbak Memorial TrustEarle L. Johnson and Walter Sawtelle Doan and
Ella P. Doan Memorial FundThe J. Kimball Johnson Memorial FundSherman Johnson and Frances Battles Johnson
Memorial FundThe Thomas Hoyt Jones Family FundThe Virginia Jones Memorial FundThe Virginia L. Jones Charitable Remainder UnitrustWilliam M. and Elizabeth W. Jones FundJames S. Jordan FundAdrian D. Joyce FundThe Frederick W. and Henryett Slocum Judd Fund Henryett S. Judd FundTillie A. Kaley and Warren R. Kaley Memorial FundKaramu House TrustRaymond B. Kelley FundAlbert B. and Sara P. Kern Memorial FundLois E. Kerr Memorial FundJoseph E. Kewley Memorial FundOrrin F. Kilmer FundLillian E. Kirchner FundClarence A. Kirkham Memorial FundJohn R. Kistner FundDr. Emmanuel Klaus Memorial FundSandra L. Klopp FundSamuel B. Knight FundThe Philip E. and Bertha Hawley Knowlton FundEstelle C. Koch Memorial Scholarship FundRichard H. Kohn FundLeslie and Elizabeth D. Kondorossy
Charitable Remainder UnitrustThe Otto and Lena Konigslow Memorial Fund*Samuel E. Kramer Law Scholarship FundMary Kopec Kreicher FundLeonard Krieger FundElroy J. and Fynette H. Kulas FundAlexander G. Lajoie Jr. Memorial FundThe Lake-Geauga Funds (5)The Marjorie and Samuel Lamport
Charitable Remainder Trust Kathryn V. Lantz FundThe Arthur A. Lederer and Ruth Lawrence Lederer Fund Harley C. Lee and Elizabeth Keedick Lee Fund Frances Doolittle Lesser Fund
35
The Jon Lewis Fund Martha M. Linden Fund Robert M. Linney Fund Sue L. Little Fund Vida C. Logan Fund Elizabeth T. Lohmiller Fund Meta M. Long FundGustave Lorber and Frieda Bruml Lorber Memorial Fund Henry M. Lucas FundClemens W. Lundoff and Hilda T. Lundoff Fund Frank J. Lynch Fund Nellie Lynch FundThe William Fred Mackay and Cora Carlisle
Mackay Memorial FundTheresa Mae MacNab FundAnna Mary Magee Memorial FundThe Maude F. Majerick FundLeone R. Bowe Marco FundLeonard G. Martien FundAlice Keith Mather FundThe Samuel Mather and Flora Stone Mather Memorial Fund Ruth A. Matson FundThe Frederick R. and Bertha Specht Mautz Scholarship FundErma L. Mawer FundHarriet E. McBride FundMalcolm L. McBride and John Harris McBride II
Memorial FundDr. Jane Power McCollough FundThe Lewis A. and Ellen E. McCreary Memorial FundHeber McFarland FundThe John A. and Mildred T. McGean FundHilda J. McGee FundThe George W. and Sarah McGuire FundDonald W. McIntyre FundGladys M. McIntyre Memorial FundW. Brewster McKenna FundThe Katherine B. McKitterick FundThe John C. McLean Memorial FundRuth Neville McLean Memorial FundThe Howard T. McMyler FundThe Thomas and Mary McMyler Memorial FundThe Albert Younglove Meriam and Kathryn A. Meriam FundAlice Butts Metcalf FundThe Grace E. Meyette FundSarah Stern Michael FundHerman R. and Esther S. Miller Memorial FundWilliam P. Miller FundHelen Gibbs Mills Memorial FundVictor Mills FundAnna B. Minzer FundJohn A. Mitchell and Blanche G. Mitchell Fund Cornelia S. Moore Fund*
The George L. and Genevieve D. Moore Family Funds (2)The Mr. and Mrs. Jay P. Moore Memorial FundJohn H. and Beatrice C. Moore FundJ. Howard and Josephine L. Morris Gift AnnuityWilliam Curtis Morton, Maud Morton, Kathleen Morton FundMary MacBain Motch FundE. Freeman Mould FundJane C. Mould FundFrank A. Myers FundTom Neal FundHarold M. Nichols FundJessie Roe North and George Mahan North Memorial FundThe Northern Ohio Opera FundThe Northwest Emergency Team FundFay-Tyler Murray Norton FundBlanche E. Norvell Fund*Harry Norvell FundR. Henry Norweb Jr. and Elizabeth G. Norweb Gift AnnuityJohn F. Oberlin and John C. Oberlin FundJohn F. O'Brien Charitable Remainder UnitrustThe Crispin and Kate Oglebay TrustOhio Nut and Bolt Company FundBeulah N. Olinger FundJohn G. and May Lockwood Oliver Memorial FundClarence A. Olsen TrustMary King Osborn FundWilliam P. Palmer FundThe Dr. Charles B. Parker Memorial Fund*Erla Schlather Parker FundThe Joseph K. and Amy Shepard Patterson Memorial FundFrederick Woodworth Pattison FundTommie Lenora Pradd Patty FundBlanche B. Payer FundLinda J. Peirce Memorial FundDouglas Perkins FundThe August G. and Lee F. Peterka FundGrace M. Pew FundPoetry FundCaroline Brown Prescott Memorial FundWalter D. Price FundWilliam H. Price FundPrinceton Urban Studies Fellowship FundFlorence Mackey Pritchard and PJ. Pritchard Scholarship FundQueen McGee Evans Pryor FundThe Public Square Preservation and Maintenance FundThe J. Ambrose and Jessie Wheeler Purcell Memorial Fund*The George John Putz and Margaret Putz Memorial FundThe Fred 0. and Lucille M. Quick FundThe Charles Greif Raible and Catherine Rogers Raible FundThe John R. Raible FundVictoire and Alfred M. Rankin Jr. Fund
36
Marion E. Rannells FundBarbara Haas Rawson Memorial FundGrace P. Rawson FundClay L. and Florence Rannells Reely FundHilda Reich FundLeonard R. Rench FundThe Retreat Memorial FundMarie Richardson Memorial FundCharles L. Richman FundNathan G. Richman FundHelen D. Robinson FundAlice M. Rockefeller FundElizabeth Becker Rorabeck FundRebecca and Etta Rosenberg Memorial FundEdward L. Rosenfeld and Bertha M. Rosenfeld FundRoulston Family Fund No. 3Charles F. Ruby FundWilliam A. Ruehl and Mary Ruehl Memorial FundDorothy and Helen Ruth FundSt. Barnabas Guild for Nursing FundVirginia Salay Memorial FundJanet Coe Sanborn FundMary Coit Sanford FundThe Mary Coit Sanford Memorial FundOliver H. Schaaf FundDr. Henry A. and Mary J. Schlink Memorial Fund Scholarship-in-Escrow FundOtto F. Schramm and Edna H. Schramm Memorial FundThe Robert N. Schwartz Fund for Retarded ChildrenDemetra A. Sciulli FundWilliam C. Scofield Memorial FundAlice Duty Seagrave Foreign Study FundWarner Seely FundCharles W. and Lucille Sellers Memorial FundWilliam K. Selman Memorial FundThe Arthur and Agnes Severson Memorial FundGlenn M. and Elsa V. Shaw FundFrank S. Sheets and Alberta G. Sheets Memorial FundFrank E. Shepardson FundNina Sherrer FundThe Henry A. Sherwin and Frances M. Sherwin Funds* (3)James Nelson Sherwin FundThe John and Frances W. Sherwin FundCornelia Adams Shiras MemorialThe John and LaVerne Short Memorial FundThe A.H. and Julia W. Shunk FundThe Thomas and Anna Sidlo FundJosephine R. and Edward W. Sloan Jr. FundKent H. Smith FundThe Nellie B. Snavely FundSociety for Crippled Children - Tris Speaker Memorial Fund
A.L. Somers FundWilliam J. Southworth FundWilliam P. Southworth and Louisa Southworth FundDr. George P. Soyer FundThe John C. and Elizabeth F. Sparrow Memorial FundMarion R. Spellman FundJosephine L. Speriy FundThe George B. Spreng and Hazel Myers
Spreng Memorial FundThe Hazel Myers Spreng Fund in memory
of her parents, Mr. and Mrs. A.N. Myers Virginia Spriggs Fund The Miriam Kerruish Stage FundThe Dorothy and Oscar H. Steiner Fund for
the Conservation of Abused ChildrenFrederick C. Sterling Second Testamentary TrustAvery L. Sterner FundAda Gates Stevens Memorial FundCatherine E. Stewart, Martha A. Stewart, Judith H. Stewart and
Jeannette Stewart Memorial FundJessie R. Stewart FundThe Charles J. Stilwell Scholarship FundRalph P. Stoddard Memorial FundCharles L. and Marion H. Stone FundEsther H. and B.F. Stoner Memorial FundHarriet B. Storrs FundVernon Stouffer Memorial FundLeonard F. Stowe FundMortimer I. Strauss and Helen E. Strauss and
Blanche New Memorial FundThe Ignatz and Berta Sunshine FundC.F. Taplin FundCharles Farrand Taplin and Elsie H. Taplin Fund Taw Family Salvation Army Endowment Fund The Alma M. and Harry R. Templeton Memorial Fund Henrietta Teufel Memorial Fund The Katharine Holden Thayer Funds (3)The John H. Thomas FundAllison John Thompson Memorial FundAmos Burt and Jeanne L. Thompson FundChester A. Thompson FundHomer F. Tielke FundMaude S. Tomlin Memorial FundMabelle G. and Finton L. Torrence FundStephen E. Tracey and Helen Oster Tracey FundThe Elizabeth M. and William C. Treuhaft FundJessie C. Tucker Memorial FundIsabelle Tumpach FundJames H. Turner FundThe Edward A. and Esther T. Tuttle Memorial Fund Rufus M. Ullman Fund Leo W. Ulmer Fund
37
Christian and Sophia Vick Memorial FundMolly Agnes Voinovich Memorial FundCorinne T. Voss FundThe Homer C. Wadsworth AwardJohn F. and Mary G. Wahl Memorial FundJessie MacDonald Walker Memorial FundThe John Mason Walter and Jeanne M. Walter
Memorial Funds (2)Ella M. Walz Memorial FundPhilip R. and Mary S. Ward Memorial FundCornelia Blakemore Warner Memorial FundHelen B. Warner FundMabel Breckenridge Wason Fund AMabel Breckenridge Wason Fund B*Stanley H. Watson MemorialFrank Walter Weide FundHarriett and Arthur Weiland FundThe Harry H. and Stella B. Weiss Memorial FundBurt Wenger FundLeroy A. Westman FundGeorge B. and Edith S. Wheeler TrustLucius J. and Jennie C. Wheeler Memorial FundJane D. White Funds (2)Ethel and Richard Whitehill Funds (3)Mary C. Whitney FundThe Marian L. and Edna A. Whitsey FundEdward Loder Whittemore FundHenry E. and Ethel L. Widdell FundR.N. and H.R. Wiesenberger FundThe John Edmund Williams FundTeresa Jane Williams Memorial FundWhiting Williams FundArthur P. and Elizabeth M. Williamson Funds (2)James D. Williamson FundRuth Ely Williamson FundThe George H.( Charles E., and
Samuel Denny Wilson Memorial FundMarjorie A. Winbigler MemorialH. Robert and Ann H. Wismar FundEdith Anisfield Wolf Funds (2)The Benjamin and Rosemary Wolpaw Memorial FundThe Women's General Hospital FundNelle P. Woodworth FundDavid C. Wright Memorial FundEdith Wright Memorial FundThe Wulf Sisters Memorial FundHerbert E. and Eleanor M. Zdara Memorial FundRoy J. Zook and Amelia T. Zook Fund
* Partial Benefits Funds provide payments o f annuities to certain individuals prior to payment o f income to the Foundation. With one exception, The Cleveland Foundation will ultimately receive the entire net income from these funds. The principal amounts of these fu n d s are carried as assets o f The Cleveland Foundation.
Project Accounts
In keeping with ou r ph ilanth ropic leadership role, we occasionally m anage projects which we, and often o ther funders, support.
NEW P R O J E C T A C C O U N T
Neighborhood Preservation Initiative ..............$225,633Donor: The Pew Charitable Trusts Use of fund: Comprehensive community economic development program targeted for three Cleveland west side neighborhoods
A D D I T I O N S TO P R O J E C T A C C O U N T S
Citizens Committee on AIDS/HIV ......................$30,000Donor: National AIDS Fund
Cleveland Community-Building Initiative ..........$63,428Donor: City of Cleveland
Community AIDS Partnership ............................$32,525Donor: National AIDS Fund In memory of Charles Andrew Barber Donor: Deborah McColloch
The Starr Foundation Program ........................... $50,000Donor: The Starr Foundation
Teaching Leadership Consortium of Ohio . . . . $609,600 Donor: The Ford Foundation
E S T A B L I S H E D P R O J E C T A C C O U N T S
Citizens Committee on AIDS/HIVCleveland Community-Building InitiativeThe Cleveland Cultural CoalitionCleveland Heights High School Model School ProgramCommunity AIDS PartnershipEast Cleveland Mathematics and Science Program EvaluationGrantmakers ForumGrantmakers in AgingMinority Teacher Education ProgramNeighborhood Preservation InitiativeNeighborhood Progress, Inc.Neighbors Against Racial Violence FundThe Starr Foundation ProgramStarting Point for Child Care and Early EducationTeaching Leadership Consortium of Ohio
38
Donor-Advisor Funds
NEW D O N O R - A D V I S O R F U N D S
The Donum Fu n d ............................................$1,949,997Donor: The Donum FundUse of Income: For the Foundation's public,charitable and educational purposes
Richard W. and Patricia R. Pogue Fund ............$100,131Donors: Richard W. and Patricia R. Pogue Use of income: For the Foundation's public, charitable and educational purposes
A D D I T I O N S TO D O N O R - A D V I S O R FUNDS
Additions are gifts of the donor-advisor unlessotherwise noted.American Cancer Society, Ohio DivisionIncorporated, Cancer Research andEducation Fund ................................................... $15,000
E. Bruce and Virginia Chaney Fund ....................$55,755
The Cleveland Foundation Special Fund No. 2 . . . $10,000
The Lincoln Electric Fund for Excellencein Education ..................................................... $105,000Donors: Emma S. Lincoln, The Lincoln Electric Foundation
William A. and Margaret N. Mitchell Fund ..........$9,998
The Mary B. Moon Fu n d ..................................... $25,000
Charles J. and Patricia Perry Nock Fund ..........$100,000
Roulston Family Fund No. 2 ..............................$121,875
Wipper Family Fund ................................................... $75In memory o f Rev. Louis M. Brereton,Paul R. Hatch and Emih Postel
E S T A B L I S H E D D O N O R - A D V I S O R FUNDS
American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund
The Ameritech FundThe Edward C. and Jane D. Bloomberg FundCharles P. and Julia S. Bolton FundThe Campopiano Family FundE. Bruce and Virginia Chaney FundAlvah Stone and Adele Corning Chisholm Memorial FundThe Funds for the City of Cleveland (3)The Cleveland Foundation Special Fund No. 2 The Cleveland Foundation Special Fund No. 3
The Cleveland Foundation Special Fund No. 5 The Cleveland Foundation Special Fund No. 6 The Donum FundThe James E. and Isabelle E. Dunlap FundThe GAR FundThe Garda Family FundGriswold Family FundLaura R. Heath FundNorman F. Klopp Family FundLeaderson FundEleanor M. Lewis FundThe Lincoln Electric Fund for Excellence in EducationRobert R. and Ann B. Lucas FundThe Thornton D. and Penny P. McDonough Family FundJohn P. McWilliams and Brooks Barlow McWilliams FundAndrea and Elmer Meszaros FundWilliam A. and Margaret N. Mitchell FundThe Mary B. Moon FundThe Lindsay J. and David T. Morgenthaler FundCharles J. and Patricia Perry Nock FundGeorge J. Picha FundRichard W. and Patricia R. Pogue FundF. James and Rita Rechin FundStewart L. and Judith P. Rice FundWilliam Hughes Roberts FundRoulston Family Funds (2)Rukosky Family FundThe Elizabeth and Ellery Sedgwick FundR.H. Smith Family FundThomas and Mildred Taylor FundThe Elizabeth M. and William C. Treuhaft FundPhilip R. Uhlin FundPaul A. and Sonja F. Unger FundWellman Philanthropic FundHarold L. and Patricia D. Williams FundWipper Family FundThe Wolpert FundThe Robert J. and Janet G. Yaroma Family Fund
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Agency Endowment Funds
The Cleveland Foundation holds and manages the endowments for a num ber of nonprofit agencies in the Cleveland area, annually directing the funds’ income to these agencies for their unrestricted use. The following nonprofit organizations have established agency endowment funds at the Foundation. These funds may also receive the principal of community pooled income fund gifts after a donor’s lifetime. In 1995, new agency endowment funds and additions to existing funds totaled $246,749.
N E W A G EN C Y E N D O W M E N T F U N D SAurora Schools Foundation Fund ......................$15,438Donors: Aurora Schools Foundation,Richard K. Tyler
Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment Fund . . . $55,000 Donor: Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc.
Ohio Humanities Council Endowment Fund . . . $15,000 Donor: Ohio Humanities Council
A D D I T IO N S TO AGEN CY E N D O W M E N T FUN D SCuyahoga County Public LibraryEndowment Fund .....................................................$437Donor: Cuyahoga County Public Library
The Catherine Horstmann HomeEndowment Fund ............................................... $27,674Donor: The Catherine Horstmann Home
The Intermuseum ConservationAssociation Endowment F u n d ............................$25,000Donor: Intermuseum Conservation Association
Lutheran Metropolitan MinistryAssociation Fu n d ............................................... $100,200Donors: Through gifts to Lutheran Metropolitan Ministry Association: M. Roger and Anne M. Clapp, Carol J. Culley, Alice J. Watkins Through gifts to The Cleveland Foundation: J. WardPallotta, Raymond M. and Mary Louise Reisacher,Paul and Dorothy Schellhase, Mark A. Wellnitz
Friends and Members Endowment Fundof St. James A.M.E. Church ................................... $7,800Donor: St. James A.M.E. Church
The Endowment Fund for United Way Services . . . $200 Donors: Michael J. and Suzanne I. Hoffmann
E S T A B L I S H E D A G EN C Y E N D O W M E N T F U N D SAmerican Red Cross, The Greater Cleveland Chapter FundAurora Schools Foundation FundThe Children's Theatre Endowment FundThe Cleveland Hearing and Speech Center FundThe Cleveland Institute of Art FundCuyahoga County Public Library Endowment FundGreater Cleveland Alumnae Chapter of Delta
Sigma Theta Sorority, Inc. Endowment FundHathaway Brown School Endowment Fund The Catherine Horstmann Home Endowment Fund Hospice of the Western Reserve Fund The Intermuseum Conservation Association
Endowment Fund Lesbian-Gay Community Service Center of Greater
Cleveland Fund Lutheran Metropolitan Ministry Association Fund Ohio Humanities Council Endowment Fund The Benjamin Rose Institute FundFriends and Members Endowment Fund of
St. James A.M.E. Church The Salvation Army of Greater Cleveland Endowment Fund The Endowment Fund for United Way Services
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Supporting Organizations
The supporting organization enables a private foundation, family or individual to create a special fund at The Cleveland Foundation, taking advantage of our professional staff, administrative services and favorable tax status. The fund maintains its own grantmaking ability, investment objectives and board of trustees.
Nine supporting organizations were affiliated with The Cleveland Foundation in 1995, including two pioneers in the field: The Sherwick Fund, the nation’s first supporting organization, and The Treu-Mart Fund, the first supporting organization affiliated with both a community foundation and a Jewish community federation.
Supporting organizations in 1995 awarded $1,199,650 in grants. The grants listed are for general support unless otherwise noted.
The City of Cleveland's Cable Television Minority Arts and Education FundEstablished in 1994Donor: Cablevision of ClevelandTrustees: Charles L. Patton Jr., William Patmon, DennisKnowles, Yvonne Pointer, Hilary S. Taylor, Rev. Elmo A. Bean,David G. Hill, Michael J. Hoffmann, Steven A. Minter
1995 GrantThe Cleveland Foundation (Inc.)Start-up support for ClevelandMinority Cable Channel ..................................... $200,000
Total City of Cleveland's Cable TelevisionMinority Arts and Education Fund Grant ........$200,000
The Alton F. and Carrie S. Davis FundEstablished in 1979 by Alton F. and Carrie S. Davis Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., John J. Dwyer, Sally K. Griswold, Harvey G. Oppmann
1995 GrantsApollo's Fire: The Cleveland Baroque OrchestraSoloists for performances of M essiah ......................$6,000
Cornucopia, Inc.Start-up support for Cleveland Heights retailand training facility for mentally retarded/developmentally disabled persons............................10,000
The Free Medical Clinic of Greater ClevelandAfternoon adolescent clinic and medical/teencoordinator for high schools in Clevelandand East Cleveland................................................. 10,000
Preterm Cleveland, Inc.Capital campaign (second y e a r )..............................10,000
Total Davis Fund G ran ts ......................................$36,000
The Findlay-Hancock County Community Fund of The Cleveland FoundationEstablished in 1993Grantmaking focus: The City of Findlay and Hancock County Steering Committee:Co-chairmen: G. Norman Nicholson, Thomas B. Donnell Executive Committee: Philip D. Gardner, Ivan W. Gorr,James L. Kirk, Dennis W. Krueger, Richard E. White
Additions in 1995New permanent funds ........................................$564,132Additions to existing funds ....................................$13,250Payments on prior year pledges ..........................$115,487Total 1995 contributions ..................................$692,869*
* O f this amount, $115 ,487 represents payments against pledges made in a previous year which are not included in the current year’s financial statements. The fu l l pledge am ount was recognized in the year the pledge was made.Also, the conditions for a $200 ,000 challenge grant made in 1992 by the L. Dale Dorney Fund were met in 1995 by The Findlay-Hancock County Community Fund with the addition o f the new gifts.Nexv Permanent Funds Gertrude O. Anderson Funds (2) of The
Findlay-Hancock County Community Foundation Mr. & Mrs. Richard P. Barchent FundJames F. and Mary Alys Brucklacher Charitable
Remainder Annuity TrustG. Richard & Beverly Fisher FundFriends of The Findlay-Hancock County
Public Library FundTom and Esther Orndorff FundThe Pfeiffer Family FundThe Thomas Richard Shoupe M.D. Scholarship Fund Dr. Raymond and Jane Tille Fund Charles J. Younger Donor-Advisor Fund Mariann D. Younger Donor-Advisor Fund
Additions to Permanent Funds The Linda B. Ziegler Scholarship Fund
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Additional Gi fts Mrs. C. Paul Palmer James W. SpeckDr. Charles H. and Phyllis Spragg
Payments on Prior Year Pledges Bank OneThe Findlay Publishing CompanyRobert and Paula BeachCooper Tire and Rubber CompanyJudge Allan H. DavisIvan and Dorothy GorrGSW ManufacturingHancor IncorporatedHarris CorporationGirard and Mera JettonJames L. and Rebecca KirkDennis and Judith KruegerLee and Linda LuffDick and Lynn McCordMidAmerican National Bank and TrustNational Lime and Stone CompanyOhio BankOHM CorporationNik and Betsy PryPhil and Isabelle RussellSociety Bank/KeyCorp
Permanent Funds o f The Findlay-Hancock County Community Fund of The Cleveland FoundationGertrude 0. Anderson Funds (2) of The
Findlay-Hancock County Community FoundationBank One FundMr. & Mrs. Richard P. Barchent FundJames F. and Mary Alys Brucklacher Charitable
Remainder Annuity TrustCooper Tire and Rubber Company FundDick and Barbara Deerhake FundThomas B. Donnell Donor-Advisor FundFifth Third Bank of Northwestern Ohio FundG. Richard & Beverly Fisher FundFindlay Industries, Incorporated FundThe Findlay Publishing Company FundFriends of The Findlay-Hancock County Public Library FundPhilip D. Gardner FundIvan and Dorothy Gorr FundHancor, Incorporated FundMarathon Oil Company FundDick and Lynn McCord FundNational Lime and Stone Company FundNorman and Jane Nicholson Fund
The Ohio Bank FundOHM Corporation FundG. Tom and Esther Orndorff FundThe Pfeiffer Family FundG. (Bud) and Valerie Poole FundThe Thomas Richard Shoupe M.D. Scholarship FundDr. Raymond and Jane Tille FundDeborah Ruth Wall FundLinda B. Ziegler Scholarship FundWhirlpool Corporation FundCharles J. Younger Donor-Advisor FundMariann D. Younger Donor-Advisor Fund
1995 GrantsThe Cleveland Foundation (Inc.)Scholarship support from the Linda B. ZieglerFund to graduates of Findlay High School ..............$1,000
Swim scholarship support from theLinda B. Ziegler Fund to graduates ofFindlay High School ..................................................... 500
Total Findlay-Hancock County CommunityFund of The Cleveland Foundation G ran ts..........$1,500
Goodrich Social SettlementAffiliated in 1979Grantmaking interests: Goodrich-Gannett and Lexington-Bell neighborhood centersTrustees: S. Sterling McMillan III, Richard W. Pogue,David G. Hill, Ann L. Marotta, Steven A. MinterAdditions in 1995: $37,371Donors: Robert R. Rhodes Testamentary Trust, EllenGarretson Wade Memorial Fund
1995 GrantsGoodrich-Gannett Neighborhood C en te r ..........$20,000No-interest loan ....................................................... 30,000Operating support ................................................... 10,000
Lexington-Bell Community Center ..................... 38,000Summer cam p ........................................................... 3,500
Total Goodrich Social Settlement Grants ........5101,500
The Higley FundEstablished in 1994 by Beverly and Albert M. Higley Jr. Trustees: Albert M. Higley Jr., Beverly G. Higley, Sally K. Griswold, James M. Delaney, Steven A. MinterAdditions in 1995: $310,542
1995 Grants Access to the ArtsFine arts programming for the elderly......................$2,000
The Art Studio, Inc.....................................................i (000
Beech BrookSchool activity fund ....................................................2,500
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Business Volunteerism Council ............................ 2,000
Career Initiatives CenterComputer equipment ............................................. 4,750
Case Western Reserve UniversityThe Mildred S. Higley Scholarship Fund atMandel School of Applied Social Sciences...............5,000
CLEAN-LAND, OhioTrees for Tomorrow program................................... 2,000
Cleveland International ProgramTransitional support.................................................2,000
The Cleveland Music School Settlem ent...............2,500
Cleveland Public RadioNews and public affairs programming .....................3,000
The Cleveland Society for the Blind .....................2,500
Educational Television Associationof Metropolitan Cleveland, WVIZ-TV .................... 2,500
The Foundation Center, New York, New YorkOperating support for The FoundationCenter - Cleveland .................................................. 500
The Free Medical Clinic of Greater Cleveland....... 2,500
Friends of Project: LEARN, Inc................................1,000
Greater Cleveland Habitat for Humanity, Inc..........3,500
Health Hill Hospital for ChildrenRespite care to foster families of former patients(over 31 months).................................................. 5,900
Lutheran Metropolitan Ministry AssociationMoving and equipment expensesfor programs for the elderly ................................... 5,000
A.M. McGregor HomeIn memory of Jessie O. Gray ..................................2,500
The Musical Arts Association ................................2,500
David N. Myers College150th Anniversary Campaign ..................................5,000
New Life Community ...........................................2,500
The Parks System Trust Fund of Wheeling, West VirginiaOperating support for Oglebay Park ........................ 5,000
Playhouse Square Foundation..............................5,000
Positive Education ProgramCreative arts curriculum expansion.......................... 1,000
Preterm Cleveland, Inc.Capital campaign .................................................. 2,000
The Salvation A rm y...............................................7,000
Vocational Guidance ServicesSpecialized Placement Unit for job placementneeds of severely disabled persons ........................ 5,000
Youth Opportunities UnlimitedEmployment and training initiatives ..........................5,000
Total Higley Fund Grants ....................................$92,650
The McDonald FundEstablished in 1984 by Charles R. McDonald Grantmaking focus: Small business development in the city of ClevelandTrustees: Charles R. McDonald (deceasedJuly 1995),Gary L. Bleiweiss, John J. Dwyer, John C. Ellsworth,David C. Hill, Steven A. Minter
1995 GrantsThe Cleveland Enterprise GroupOperating support of CollinwoodEnterprise Center ................................................. $55,000
The Cleveland Foundation (Inc.)Transfer of title for Collinwood EnterpriseCenter to The Cleveland Enterprise G roup................6,000
Total McDonald Fund G ran ts ..............................$61,000
The Elizabeth and Ellery Sedgwick FundEstablished in 1978 by Elizabeth and Ellery Sedgwick Trustees: Elizabeth Sedgwick, Walter C. Sedgwick,Frances M. King, Catharine Monroe Lewis,Steven A. MinterAdditions in 1995: $126,279Donors: Elizabeth and Ellery SedgwickThe Sedgwick Fund formally became a donor-advisor fu n d of The Cleveland Foundation in 1995. Grants authorized subsequent to the trustees ’ decision are included in thedonor-advised grants lists o f this report.1995 GrantsCleveland Ba lle t..................................................... $1,500
The Cleveland Museum of A r t ................................2,000
The Cleveland Museum of Natural H istory ..........10,000
Heights Parent CenterExpansion of Baby and Me PlaytimeDrop-In summer program..........................................3,800
The Musical Arts Association ..................................2,000
Planned Parenthood of Greater Cleveland, Inc.Equipment for colposcopies and cryotherapyat the Bedford clinic ................................................10,000
Tall Timbers Research, Inc., Tallahassee, FloridaGeneral support and match for challenge grant for Longleaf Pine EcosystemManagement project ................................................10,000
Thomas College, Thomasville, GeorgiaCollege library (over two years) ..............................10,000
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United Way Services ................................................8,000For benefit of Women's Community Fund ................2,000
Total Sedgwick Fund Grants................................$59,300
The Sherwick FundAffiliated in 1973John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin,James E. Bennett III, James M. Delaney, David G. Hill
1995 GrantsJohn Carroll University ..................................... $10,000
Children's Services, Inc.Capital campaign ................................................ 30,000
Cleveland Botanical Garden..................................2,400
Cleveland Center for Economic Education dba EconomicsAmericaOffice computer system upgrade............................6,400
The Cleveland Clinic FoundationHealth Information Network ................................. 54,500
The Cleveland Foundation (Inc.)For allocation by The Cleveland FoundationBoard of Trustees and Distribution Committee....... 57,100
Cleveland Health EducationMuseum dba The Health Museum ...................... 2,400
The Cleveland Museum of A r t..............................2,400
The Cleveland Museum of Natural History...........2,400Staff support for Department ofCultural Anthropology (over two years) ................. 20,000
Cleveland Scholarship Programs, Inc..................... 2,400
Cleveland Zoological Society................................2,400
Cornucopia, Inc.Start-up support for Cleveland Heights retailand training facility for mentally retarded/developmental^ disabled persons ........................ 20,000
Cuyahoga Valley Line Railroad, Peninsula, OhioEducational activities for GreaterCleveland school districts ..................................... 15,000
Educational Television Associationof Metropolitan Cleveland, WVIZ-TV .................... 2,400
Fine Arts Association.............................................2,400
The Foundation Center, New York, New YorkOperating support for The FoundationCenter - Cleveland.................................................2,400
The Free Medical Clinic of Greater Cleveland....... 2,400
Friends of the Cleveland School of the ArtsImplementation of development program ............. 25,000
Greater Cleveland NeighborhoodCenters Association .............................................2,400
Harbor Heritage SocietyOperating support and developmentof the William G. Mather Museum ............................5,000
Heights Parent CenterFamilies with Infants program (over two years) . . . . 10,000
The Holden Arboretum............................................2,400
Kirtland Public Library..............................................2,300
Lake County Y M C A ................................................. 2,400
The Musical Arts Association ..................................2,400
North Cuyahoga Valley Corridor dba Ohio Canal CorridorMembership campaign........................................... 10,000
Playhouse Square Foundation............................... 3,600Computer equipment and softwarefor the development department........................... 15,000
Preterm Cleveland, Inc............................................. 2,400
Salvation Army of Lake CountySecond Century of Caring campaign toexpand and enhance facilities in Painesville............15,000
Therapeutic Riding Center, Inc.Staff support for capital campaign ......................... 15,000
Towards Employment, Inc........................................ 2,400
United Negro College Fund, Inc. of Cleveland . . . . 2,400
United Way of Lake County, Inc............................. 10,300
United Way Services ............................................. 25,000
The Western Reserve Historical Society ............... 2,400
Total Sherwick Fund G ran ts ............................. $392,400
The Treu-Mart FundEstablished in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of Cleveland Trustees: Arthur W. Treuhaft, Mary Louise Hahn,Henry L. Zucker, Henry J. Goodman, Jerry V. Jarrett,Frances M. King, Albert B. Ratner
1995 GrantsBellefaire Jewish Children's BureauCrisis Intervention Team ....................................... $20,000
Business Volunteerism CouncilServices to nonprofit organizations......................... 10,000
Child Care Resource Center of Cuyahoga County dba Starting PointOperating support (sixth year) ................................15,000
Cleveland Center for Contemporary ArtHolocaust Project: From Darkness into Light..............8,500
Cleveland State University Foundation, Inc.Holocaust Commemoration Concert byCleveland Chamber Symphony..................................1,000
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Community Re-EntryThe Women's Re-Entry ResourceNetwork (over two years )........................................15,000
The Foundation Center, New York, New YorkOperating support for The FoundationCenter — Cleveland (over three years )......................6,000
Friends of the Cleveland School of the ArtsArtist-in-Residency program for the Visual Artsand Photography Department ..................................5,000
Great Lakes Theater FestivalCommunity outreach tour of The Worldof Sholom Aleichem ..................................................7,500Production of The Dybbuk andcoordination of "surround" activities........................ 20,000
Heights Parent CenterFamilies with Infants Project (over two years) ........10,000
Jewish Community Federation of ClevelandCleveland Citizenship project ..................................10,000Internal Audit Department (over 18 months)........100,000
The Jewish Education Center of ClevelandTraining program for early childhood educators . . . . 12,300
United Way ServicesCapital campaign for acquisition andrenovation of headquarters building........................15,000
Total Treu-Mart Fund Grants ..........................$255,300
PROPERTY CASH AND AND OTHER
SHORTTERM INVESTMENTS INVESTMENTS 2°/o
MUTUALFUNDS
i° /o -d*
FIXED INCOME 23%
EQUITIES66%
ASSET ALLOCAT IONAs of December 31, 1995
costs. Grant, program, investment and administrative expenses totaled $35,831,084 in 1995. Of total expenses incurred, $7,496,999, or about 3.7 percent of total revenue earned during the year, related to trustee, investment and administrative expense.
The Foundation has more than doubled in size over the past decade, from assets of $426.6 million to $902.7 million. O ur growth resulted from new gifts and sound investment m anagem ent in a period of significant growth in the financial markets.
Because our funds are established in perpetuity, the Foundation continues to address the financial markets in its traditional role as a truly long-term investor. About 92 percent of assets are invested in marketable securities.
In cooperation with our trustee banks and investment managers, the Foundation took advantage of an excellent year in the financial
markets. With growth achieved primarily through investment returns, assets rose from $733,950,639 to $902,742,052 as of December 31, 1995.
Investments generated $32,277,469 from interest, dividends, common trust and common investment fund income. In addition, the portfolios generated realized and unrealized gains of $159,375,678. New gifts of $11,315,565 and other income of $294,858 com bined to bring total revenues to $203,263,570.
We used less than 1 percent of total assets to support our administrative and investment management
46
1000
ASSET M A R K ET VALUEIn millions
primarily in equities and fixed income securities.The majority of 1995 equity investments were in
large cap U.S. securities, with smaller positions in small to mid cap securities and international equities. We held a very m inor (less than 1 percent) position in foreign fixed income securities. The remaining 8 percent of assets represent program-related investments made over time, other property, and short-term investments to support programs, grants and other expenses the Foundation incurred.
In striving to improve growth through sound investment and financial practices while limiting risk to the assets entrusted to us, we implem ented a newr spending policy at the beginning of 1996. The policy
calculates the current year’s available grantmaking dollars by a formula combining a percentage of prior year available dollars with the market value of our investments over the prior 12 quarters.
This formula has the effect of smoothing out fluctuations in the market, making our yearly grantmaking dollars less vulnerable to the short-term effects of interest rates. It applies to most, but not all, of our funds. We believe the policy will provide a consistent stream of resources for the community into the future while maintaining the purchasing power of the assets over time. The Cleveland Foundation is among a num ber of community foundations and other nonprofits nationwide to adopt a spending policy.
47
R E P O R T OF I N D E P E N D E N T A U D IT O R S
The Cleveland Foundation Board of Trustees and
Distribution Committee, and Trustee Banks of
The Cleveland Foundation We have audited the accompanying statements of financial position of The Cleveland Foundation as of December 31, 1995 and 1994, and the related statements of activities for the year ended December 31, 1995 and cash flows for the two years then ended. These financial statements are
the responsibility of the Foundation’s management. O ur responsibility is to express an opinion on these financial statements based on our audits. We have previously audited and expressed an unqualified opinion upon the 1994 statem ent of activities which is included in summary form for comparative purposes.
We conducted our audits in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Cleveland Foundation as of December 31, 1995 and 1994 and the results of its activities for the year ended December 31, 1995 and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.
April 1, 1996
48
S T A T E M E N T S OF F I N A N C I A L P O S I T I O N
December 31 1995 1994AssetsCash and cash equivalents $ 643,754 $ 517,628Short-term investments Securities
55,918,682 60,167,154
U.S. Government obligations 20,251,843 52,540,164Bonds 14,353,347 21,363,942Common and preferred stocks 65,600,709 242,041,396Common trust funds 3,824,329 59,712,555Common investment funds 720,967,074 277,639,949Mutual funds 8,486,501 4,120,391
833,483,803 657,418,397Other investments 10,664,074 11,430,236Property and other assets 2,031,739 4,417,224
Liabilities and net assets
$ 902,742,052 $ 733,950,639
Accounts payable and accrued expenses $ 1,557,930 $ 804,297Grants payable Net assets:
Unrestricted:
12,310,208 11,704,914
For grantmaking purposes Board designated:
3,289,530 2,239,377
For administrative purposes 1,183,840 1,081,820Property 972,347 1,320,143
Total board designated 2,156,187 2,401,963Total unrestricted 5,445,717 4,641,340Temporarily restricted 235,817,875 49,094,390Permanently restricted 647,610,322 667,705,698
888,873,914 721,441,428
$ 902,742,052 $ 733,950,639
See notes to financial statements.
49
S T A T E M E N T S OF A C T I V I T I E S
Year Ended December 31, 1995 (with comparative totals for December 31, 1994) Totals
Temporarily Permanently Year Ended December 31Unrestricted Restricted Restricted 1995 1994
Revenues, gains, and other supportReceived from donors $ 67,281 $ 1,440,289 $ 9,807,995 $ 11,315,565 $ 33,782,492Dividend income 1,694,342 1,694,342 4,309,210Interest income 126,813 4,733,687 4,860,500 4,568,328Common trust fund income 922,106 922,106 4,137,815Common investment fund income 17,825,333 17,825,333 11,330,384Partial benefit fund income 6,903,520 6,903,520 6,385,894Distribution of estate income 71,668 71,668 200,035Other income 115,294 179,564 294,858 293,816Net unrealized and realized investment gains (losses) 7,708,500 151,667,178 159,375,678 (32,710,482)Net assets released resulting from satisfaction
of donor and program restrictions 36,326,073 (33,791,880) (2,534,193)
Total revenues, gains and other support 36,635,461 7,687,129 158,940,980 203,263,570 32,297,492 j
ExpensesTrustee and investment management fees 3,384,566 3,384,566 3,110,344Other expenses 26,112 26,112 995,947Grants expensed 28,334,085 28,334,085 29,727,904Administrative expenses:
Grantmaking 1,970,816 1,970,816 1,980,914Philanthropic services 415,784 415,784 415,708Special projects 342,565 342,565 254,535Development 1,307,323 1,307,323 1,203,309Fund management 49,833 49,833 105,908
Total administrative expenses 4,086,321 4,086,321 3,960,374Total expenses 35,831,084 35,831,084 37,794,569Increase (decrease) in net assets 804,377 7,687,129 158,940,980 167,432,486 (5,497,077)Transfers 179,036,356 (179,036,356)Net assets at beginning of year 4,641,340 49,094,390 667,705,698 721,441,428 726,938,505
Net assets at end of year $ 5,445,717 $ 235,817,875 $ 647,610,322 $ 888,873,914 $721,441,428 j
See notes to financial statements.
50
S T A T E M E N T S OF C A S H F L O WS
Year Ended December 311995 1994
Cash flows from operating activitiesIncrease (decrease) in net assets $ 167,432,486 $ (5,497,077)Adjustments to reconcile increase (decrease)
in net assets to net cash used for operating activities:Depreciation and amortization 219,117 210,790Net unrealized and realized investment (gains) losses (158,887,963) 32,710,482Decrease (increase) in other assets 2,257,473 (1,137,429)Increase in accounts payable and accrued expenses 753,633 36,210Increase (decrease) in grants payable 605,294 (495,217)Contributions restricted for long-term investment (11,248,284) (32,416,438)Investment income restricted for long-term investment (11,958)Contributions of securities (7,134,382) (18,543,400)
Net cash used for operating activities (6,002,626) (25,144,037)
Cash flows from investing activitiesPurchase of property (91,111) (80,107)Proceeds from maturities and sales of short-term
investments, securities and other investments 691,702,168 751,568,759Purchase of short-term investments, securities and
other investments (696,730,589) (760,709,836)Net cash used for investing activities (5,119,532) (9,221,184)
Cash flows from financing activitiesProceeds from contributions restricted for:
Investment in permanently restricted 9,807,995 14,886,683
Investment in temporarily restricted 1,440,289 17,529,75511,248,284 32,416,438
Other financing activities:Investment income restricted for reinvestment 11,958
Net cash provided by financing activities 11,248,284 32,428,396Net increase (decrease) in cash and cash equivalents 126,126 (1,936,825)
Cash and cash equivalents at beginning of year 517,628 2,454,453
Cash and cash equivalents at end of year $ 643,754 $ 517,628
See notes to financial statements.
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NOTES TO F I N A N C I A L STATEM ENTSDecember 31, 1995 and 1994
A. OrganizationThe Cleveland Foundation is a not-for-profit organization established in 1914. The mission statement of The Cleveland Foundation is “to enhance the quality of life for all citizens of Greater Cleveland, now and for generations to come, by building community endowment, addressing needs through grantmaking and providing leadership on key community issues.”
B. Significant Accounting PoliciesThe financial statements include the accounts of The Cleveland Foundation (“charitable corporation”), The Greater Cleveland Foundation, The Cleveland Foundation (“community trust,” approved by Resolutions of Trust) and affiliated supporting organizations: The City of Cleveland’s Cable Television Minority Arts and Education Fund, The Davis Fund, The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund, The Sherwick Fund, and The Findlay-Hancock County Community Fund. The supporting organizations were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.
The Cleveland Foundation reports gifts of cash and other assets as restricted support when they are received with donor stipulations that limit the use of the donated assets. When the intent of the donor is that the assets are to remain in perpetuity, the assets are reported as perm anently restricted. The investm ent income generated by these assets (excluding net unrealized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or program restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statem ent of activities as net assets released from restrictions. Temporarily restricted nfet assets are
available for program purposes in accordance with published standards established by The Cleveland Foundation. In accordance with the Resolutions of Trust, perm anently restricted net assets may be released to unrestricted net assets in certain limited circumstances. Net assets are released from donor restrictions by incurring expenses including grants authorized that satisfy the restricted purposes or by occurrence of other events specified by donors.
The Cleveland Foundation considers all highly liquid instrum ents purchased with a maturity of three months or less to be cash equivalents. Cash and cash equivalents consist of dem and deposits and repurchase agreements, respectively.
The preparation of financial statements in conformity with generally accepted accounting principles requires m anagem ent to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reported period. Actual results could differ from the estimates.
Certain 1994 amounts have been reclassified to conform to 1995 classifications.
C. Adoption of Spending PolicyEffective January 1, 1996, The Cleveland Foundation adopted a spending policy to calculate the amount of grantmaking dollars available each year. The spending policy was developed in collaboration with The Cleveland Foundation’s trustee banks.The spending policy calculates the “current year’s” grantmaking dollars by a formula combining a percentage of “prior year” available dollars with the market perform ance of investments over the previous 12 quarters. As a result of adopting the spending policy, as of December 31, 1995, The Cleveland Foundation transferred approximately 20 percent of permanently restricted net assets to temporarily restricted net assets.
52
D. Securities and Other InvestmentsSecurities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; investments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Short-term investments are valued at cost which approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks.
Realized and unrealized investment gains or losses are determ ined by comparison of asset cost to net proceeds received at the time of disposal and changes in the difference between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses.
The Cleveland Foundation has established four common investment funds which allow for the commingling of various trust assets into common investment funds. The common investment funds are maintained at three separate trustee banks, and investment in the funds is limited only to the trust funds of The Cleveland Foundation. In 1995, The Cleveland Foundation substantially com pleted its transfer of securities maintained in individual trust funds to the common investment funds.
Market value of investments held by the common investment funds consists of the following:
E. Partial Benefit FundsPartial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“community trust”). The total market values of partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“community trust”) ultimately will receive the entire income of such funds. In 1995, The Cleveland Foundation (“community trust”) received approximately 83 percent (83 percent in 1994) of the aggregate income of the various partial benefit funds.The market value of partial benefit funds was $217,012,594 at December 31, 1995 ($173,573,715 at December 31, 1994).
December 31 1995 1994
Short-term investments $ 19,892,008 $ 9,525,381U.S. Government obligations 118,753,899 46,036,571Bonds 50,026,928 39,051,568Common and preferred stocks 462,376,575 140,452,836Common trust funds 67,986,063 39,493,479Mutual funds 777,723 1,913,200Other investments 1,153,878 1,166,914
$720,967,074 $277,639,949
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F. GrantsUnconditional grants expensed are considered incurred at the time of approval by the Board of Trustees and Distribution Committee. Grants approved by the Board of Trustees and Distribution Committee that are payable upon the perform ance of specified conditions by the grantee are not reflected in the accompanying statements of activities until the specified conditions are satisfied.
The following summarizes the changes in grants payable:
December 311995 1994
Grants payable atbeginning of year $ 11,704,914 $ 12,200,131
Unconditional grants expensed 28,334,085 29,727,904Payments made (27,728,791) (30,223,121)
Grants payable at end of year $12,310,208 $ 11,704,914
Grants payable at December 31, 1995 are scheduled to be disbursed as follows:
1996 - $9,983,9361997 - $1,895,2051998 - $ 231,067
1999 and thereafter - $ 200,000
In 1995, The Cleveland Foundation authorized grants in the am ount of $27,435,756 ($30,670,864 in 1994) of which $1,900,378 ($5,015,864 in 1994) were conditional and are not reflected in the accompanying financial statements. The Cleveland Foundation had authorized conditional grants of $8,438,754 and $9,657,942, at December 31, 1995, and 1994, respectively.
G. Administrative ExpensesAdministrative expenses, as reported on the statements of activities, consist of the following:
December 311995 1994
Salaries $ 2,025,948 $ 1,977,904Employee benefits 327,339 326,607Occupancy and office expense 670,710 648,038Professional and consultingfees and staff expenses 526,071 516,812
Other 536,253 491,013
$ 4,086,321 $ 3,960,374 |
H. Supporting OrganizationsTotal assets of the supporting organizations which are included in the statem ent of financial position are comprised of the following:
December 311995 1994
The City of Cleveland's CableTelevision Minority Artsand Education Fund $ 4,563,602
The Davis Fund 1,301,644 $ 1,029,922The Goodrich Social
Settlement Fund 1,282,078 1,105,342The Higley Fund 2,742,295 2,003,370The McDonald Fund 1,304,631 1,121,161The Sedgwick Fund 1,277,175The Sherwick Fund 17,649,261 14,141,155The Findlay-Hancock County
Community Fund 1,434,448 570,352
$ 30,277,959 $ 21,248,477
As of December 31, 1995 the assets of The Sedgwick Fund were transferred to The Greater Cleveland Foundation.
The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31, 1995 totals $12,586,337 ($10,318,276 at December 31, 1994).
54
I. Operating LeasesThe Cleveland Foundation leases office space under an operating lease agreem ent which expires May 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $322,357 ($291,954 in 1994). Future minimum rental payments at December 31, 1995, under the non-cancelable operating lease are as follows:
1996 - $298,5401997 - $304,4651998 - $310,4441999 - $316,6812000 - $323,122
thereafter - $935,862
J. Retirement PlanThe Cleveland Foundation has a defined contribution retirem ent plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1995 was $169,799 ($159,830 in 1994). All contributions under the plan are funded and vest with employees as made.
K. Income TaxesThe Internal Revenue Service has ruled that the charitable corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations.
Investment Managers
Trustee Banks
Bank One Ohio Trust Company, NA600 Superior Avenue Cleveland, OH 44114-0183
First National Bank of Ohio123 West Prospect Avenue Cleveland, OH 44115-1070
The Huntington Trust Company, NA917 Euclid Avenue Cleveland, OH 44115
Key Trust Company of Ohio, NA127 Public Square, 17th Floor Cleveland, OH 44114-1306
National City Bank1900 East Ninth Street Cleveland, OH 44114-3484
Non-Trustee Investment Managers
Gries Financial Corporation1801 East Ninth Street, Suite 1600 Cleveland, OH 44114-3100
The Investment Fund for FoundationsP.O. Box 5165 Charlottesville, VA 22905
McDonald & Company Securities, Inc.800 Superior Avenue, Suite 2100 Cleveland, OH 44114
Merrill Lynch Trust CompanyOne Cleveland Center 1375 East Ninth Street Cleveland, OH 44114-1798
Roulston & Company, Inc.4000 Chester Avenue Cleveland, OH 44103
Stein Roe & Farnham, Incorporated200 Public Square 26th Floor, Suite 3500 Cleveland, OH 44114-2301
Findlay Area Investment Managers
A. G. Edwards & Sons, Inc.108 E. Sandusky Street Findlay, OH 45840
Bank One Ohio Trust Company, NA500 South Main Street Findlay, OH 45840
Fifth Third Bank of Northwestern Ohio, NA2461 South Main Street Findlay, OH 45840
Key Trust Company of Ohio, NA418 South Main Street Findlay, OH 45840
McDonald & Company Securities, Inc.400 South Main Street Findlay, OH 45840
Mid American National Bank & Trust Co.127 East Main Cross Findlay, OH 45840
The Ohio Bank236 South Main Street P.O. Box 300 Findlay, OH 45839
The Peoples Banking Company301 South Main Street Findlay, OH 45840
Applyingfor a ClevelandFoundation Grant
Grant EligibilityWe make most of our grants to tax-exempt, private agencies classified as 501(c)(3) organizations, public charities under the law. We make some grants to governmental agencies, but we do not make grants to individuals.
We look for creative projects designed to m eet community needs, address public policy priorities, or test new ideas. We award grants in six program areas: civic affairs, cultural affairs, economic development, education, health and social services.
In general, the programs we consider for support are in Greater Cleveland or will direcdy benefit Greater Cleveland residents. Some agencies or interests in other communities may be eligible for grants if a donor has directed that they be supported with income from his or her gift.
We ordinarily do not support endowments, membership drives or fundraising projects, travel when it is the proposal’s primary focus, or publications and videotapes unless they fall within a promising project. Because the Foundation is nonsectarian, we do not support religious organizations for religious purposes.
Grant PeriodsMost grants are one-year awards. Multi-year grants undergo a perform ance review at the end of each year before we release funds for the following year.
First-Time GrantseekersFirst, contact the Foundation for a copy of Guidelines for Grantseekers, a booklet with helpful information about preparing a grant proposal. We recom m end you then send a letter, including inform ation on your project and whom it will benefit, to the associate director’s attention. O ur staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant application process begins.
Write your full proposal clearly and simply.Include information on your agency’s background, the project you propose, plans for implementation, plans to continue the work after the funding period, evaluation plans and a detailed project budget.
The ProcessThe appropriate program officer and the associate director thoroughly review your proposal and prepare a written evaluation. A subcommittee of the Board of Trustees considers the proposal and makes a recom m endation to fund, decline or defer it. The full Board then takes final action.
DeadlinesIn order for us to give each proposal the time and attention it deserves, deadlines for full proposals fall approximately three months prior to the quarterly Board meetings.Full Proposal Deadline Board Meeting
December 31 March
March 31 June
June 30 September
September 15 December
At the End of the Grant PeriodWe require a final narrative and fiscal report on all projects we fund. The fiscal report must cover the entire project period and be signed by your agency’s fiscal officer or treasurer; the narrative must include an evaluation of the project’s effectiveness.
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TOTAL 1995 GRANT A U T H O R I Z A T IO N S
CIVIC A F F A IR SCULTURAL A F F A IR S
E C O N O M IC D E V E L O P M E N TEDUCATION
HEALTHSO C IAL S E R V I C E S
G E O G R A P H I C F UND SS P E C I A L P H I L A N T H R O P I C S E R V I C E S
OTHER D I S B U R S E M E N T SS U P P O R T I N G O R G A N I Z A T I O N S
Total
<?
& Or> /7s>
c
2 0 % $ 6,589,297
11 3,766,786
2 638,265
14 4,763,577
16 5,281,059
16 5,433,748
2 613,761
1 399,614
14 4,508,608
4 1,199,650
100%
Grants listed in this report represent the total authorizations made in 1995. Within these authorizations, in certain instances, the grant is contingent upon action by the grantee and thus is not recognized in the financial statements until the condition is met.
58
C I V I C A F F A I R S G R A N T S
Case Western Reserve UniversityStudy of worker commuter patterns in theGreater Cleveland labor market by theCenter for Regional Economic Issues ....................$] 1,279
Citizens Committee for County Government ReformAnalysis on improvement of countygovernment organization, administrationand operations (over 18 months) .......................... 80,000
Citizens League Research InstituteStart-up support for the Opportunity Fundas part of 100th anniversary celebration ..............100,000
Cleveland Bicentennial CommissionLegacy projects for City of Cleveland's 200th birthday celebration(second grant, over two years).............................. 720,000
City of ClevelandProfessional development for legal staffin the Law Department (over two years) ................15,000Retreat for the City administration's cabinet..............5,000
Cleveland Development FoundationCommemorative history of the ClevelandCommunity Relations Board ......................................7,115Holiday lighting at Public Square................................5,000Jobs and Workforce Initiative by theGreater Cleveland Growth Association .................... 99,600New playground at John W. Raper ElementarySchool by Peaceful Leisure Activities forYouth (PLAY)............................................................. 1,500
UNIVERSITY CIRCLE INCORPORATED Landbanking
The Cleveland Foundation (Inc.)Implementation of Cleveland's EmpowermentZone program......................................................... 35,000Jobs and Workforce Initiative by the GreaterCleveland Growth Association ............................... 25,000Public education on Cleveland Metroparks development plans, funding and facilities maintenance . . . . 44,000 Technical support for Lexington Village development (over two yea rs )................................. 5,000
Cleveland Metroparks SystemPublic awareness regarding parksand recreation (second year) ................................... 1,000
Cleveland Neighborhood Development CorporationTraining, planning assistance andmembership services (second year) ...................... 35,000
Cleveland Restoration SocietyNeighborhood historicpreservation program (second year) ...................... 52,200
Cleveland State University Foundation, Inc.Development of NeighborhoodLink by Maxine Goodman Levin College of Urban Affairs................31,882
Cleveland Zoological SocietyEducational outreach for the ClevelandMetroparks Zoo (over 30 months)........................100,000
Council for Adult and Experiential Learning, Chicago, IllinoisWorkforce development strategies forlocal manufacturing companies .............................. 44,000
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Cuyahoga County Planning CommissionLocational Resource Center for the disseminationof data on vacant and redevelopable land foruse in site selection process.................................. 25,000Study on redevelopment of contaminatedindustrial properties............................................... 37,875
The Cuyahoga Plan of Ohio, Inc.Fair housing marketing, educationand outreach project (over three years)...............150,000
The Cuyahoga River Community Planning OrganizationCuyahoga River Remedial Action Plan(third and fourth years) ....................................... 75,000
The Earth Day CoalitionDirector of volunteer services(third and fourth years) ....................................... 50,000
EcoCity ClevelandSubscriptions for 180 local highschool libraries ...................................................... 3,950
Euclid Community ConcernsStaff support for fair housing efforts ........................ 7,500
Greater Cleveland Habitat for Humanity, Inc.Volunteer outreach program................................. 40,000
Greater Cleveland RoundtableInternational Community Council(over two years).................................................. 50,000Retreat for board of directors ................................. 5,000
Hard Hatted Women of Cleveland, Inc.Pre-apprenticeship training program...................... 23,000
Institute for Conservation Leadership,Takoma Park, MarylandCapacity building of Northeast Ohio environmental organizations (over three years)............................ 80,000
Institute for Economics as a Second Language, Inc.Study on the economic impact of family reunions . . . 3,000
Landscape Architecture Foundation,Washington, D.C.Presentation on career options in landscape architecture to Cleveland-area highschool students...................................................... 5,000
League of Women Voters of Cleveland Educational Fund, Inc.Strengthening of citizens' understandingof the political system and participationin the political process (over 21 months) ............. 50,436
Lutheran Metropolitan Ministry AssociationCrisis Intervention Team by theCommunity Re-Entry program ..............................15,000Gang Hotline for youth by theCommunity Re-Entry program ..............................40,000
National Conference of Christians and Jews, Inc.Project to create grass-roots level smallgroup discussions on human relations(over three years)................................................. 45,266
Neighborhood Progress, Inc.Cleveland Neighborhood PartnershipProgram (over three years) ............................ . 1,750,000
Neighbors Organized for Action in HousingFinancial and management analysis of operations . . . 5,000
Ohio City Near West Development CorporationNeighborhood safety program ..............................15,000
Old Stone Historical Preservation Society, Inc.Restoration of Old Stone Church .......................... 40,000
Project: LEARN, Inc.Corrections Education Program at the NortheastOhio Pre-Release Center for Women(over two years)................................................... 60,000
St. Clair-Superior CoalitionCommunity-based public safetyprogram (third yea r)............................................. 20,000
Saint Vincent Quadrangle, Inc.Design of street and streetscapeimprovements in the area ....................................42,500
The City of Shaker HeightsCapitalization of Fund for the Future ofShaker Heights (over three years) ........................ 50,000
Substance Abuse Initiative of Greater ClevelandPublic information program support(second ye a r)...................................................... 29,500
Towards Employment, Inc.Dislocated Workers/Special NeedsPopulation project (over 18 months).................... 28,520
Tremont West Development CorporationTremont Ridge Project for development of neighborhood open space alongthe Cuyahoga River................................................ 5,000
University Circle IncorporatedCommunity development program(over two years)................................................. 200,000Operating support during transitional period ......... 50,000
Urban Land Research Foundation,Washington, D.C.Study of urban industrial land reusestrategies in the Collinwood area of Clevelandby the Urban Land Institute ..................................33,417
Vocational Guidance ServicesJob Match program in MidTown Corridorand East 55th Street industrial area .....................100,000
Westside Industrial Retention and Expansion NetworkStudy on development needs of the Berea Road-West 117 Street area in Cleveland and Lakewood ......................................12,000
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Woodstock Institute, Chicago, IllinoisReport on Cleveland Residential Housingand Mortgage Credit project....................................5,000
Youth Opportunities UnlimitedDevelopment of private sector jobs for Cleveland high school students and pilot programs for school-to-work transition(over two years)................................................. 600,000Skills training to equip high schoolstudents for jobs in manufacturing........................ 19,267
Total Board Designated Grants......................$5,188,807
DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.Cleveland Zoological Society ..................................$143
Geauga Park District ...............................................296
The Women's City Club of ClevelandEducational lectures...................................................651
Total Donor Designated G ran ts ............................$1,090
DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.The American Civil Liberties Union of ClevelandMoving and renovation expenses for CivilLiberties Library and Resource Center.....................$3,000
Citizens League Research InstituteStudy of local government service delivery............. 35,000
CLEAN-LAND, OHIOPlanting of trees in Cleveland by theCleveland Tree Commission .................................. 67,500
Cleveland Council on World Affairs ........................ 350
English-Speaking Union, Cleveland BranchPatron Fund for Excellence in English...................... 1,000
FHC Housing CorporationCapital campaign.....................................................2,500
Forest Hill Historic Preservation SocietyRehabilitation of Forest Hill Parkin East Cleveland ................................................. 28,000
Friends of Shaker Square, Inc.................................1,000
Geauga Park DistrictWest Woods Preservation Campaign .......................... 250
Heights Community Congress ................................ 300
The Holden Arboretum ......................................... 1,000
Rebuild Dubrovnik Fund, Washington, D.C.Rebuilding of Dubrovnik, Croatia ................................ 500
Shaker Lakes Regional Nature Center .....................250Outreach program for area urban schools ............... 1,000
Tall Timbers Research, Inc.,Tallahassee, F lo rida ...............................................5,000
Towards Employment, Inc......................................... 750Job Placement Program ......................................... 1,000
University Circle Incorporated ..............................1,000
Total Donor Advised G rants..............................$149/400
Total Civic Affairs Grants .............................. $5,339,297Board Designated, Donor Designated and Donor Advised
PROGRAM-RELATED INVESTMENTSThe Cleveland Foundation (Inc.)Landbanking activities of UniversityCircle Incorporated (over ten years) ...............$1,000,000
Neighborhood Progress, Inc.Capital investment for Village CapitalCorporation (over seven years) .......................... 250,000
Total Program-Related Investments ............ $1,250,000
61
C U L T U R A L A F F A I R S G R A N T S
BROADWAY SCHOOL OF MUSIC & THE ARTS
Broadway School of Music & the ArtsProgram coordinator (over two years) .................$20,000
Centro Cultural Hispano de Cleveland, Inc.Staff support, professional artists andconsultant assistance for programs........................ 15,100
Cleveland Artists FoundationSymposium on regional art..................................... 6,485
Cleveland BalletDancer contracts in the 1995-96 season.............150,000
Cleveland Center for Contemporary Art"Urban Evidence" collaborative exhibitionwith The Cleveland Museum of Art andSPACES (over 13 months) ................................... 60,000
The Cleveland Cultural CoalitionOperating support................................................. 50,000School/Arts Partnership Program for ClevelandPublic Schools (over 16 months)........................ 105,000
Cleveland Fire Fighters Memorial FundFirefighters' memorial at Willard Park byartist Luis Jimenez.................................................15,000
The Cleveland Foundation (Inc.)Planning assistance for ClevelandMinority Cable Channel . ..........................................5,000Staff support and consultant assistance forthe Civic Study Commission on thePerforming Arts...................................................150,000
The Cleveland Foundation for Architecture, Inc.Civic lecture series: "On the Waterfront"with the Committee for Public Art ..........................5,000
Cleveland Health Education Museum dba The Health MuseumNew position of associate director(over three years)...............................................167,699
City of Cleveland HeightsImplementation of marketing plan for Cain Park .. . 20,000
The Cleveland Institute of MusicProfessor of Chamber Music/Directorof Chamber Music Studies position ...................... 75,000
The Cleveland Museum of Natural HistoryDowntown Cabin and ZIP Code projectsfor 75th anniversary (over 15 months)................... 20,000
Cleveland OperaPerformance of The Turk in Italy inthe 1995-96 season...........................................150,000
Cleveland Performance Art Festival, Inc.Professional artists for the 1996 Festival ...............13,000
The Cleveland Play HouseNational Czech Theater's productionof The Servant of Two Masters................................5,000New activities in Brooks Theater and newposition of associate artistic director.....................150,000
Cleveland Public RadioImplementation of strategic plan and expansion of membership base (over 15 months)...............197,000
Cleveland Public Theatre, Inc.Performances of "Women's Voices, WomenDancing" series in the 1995-96 season.................14,500
Cleveland State University Foundation, Inc."Celebrating Cleveland" dance program.................15,000Scholarly catalogue on exhibition of "African-American Artists in Cleveland: 1930-1970'' .............9,500
Cultural and Educational Institute for Boricua AdvancementStaff support for the Julia de BurgosCultural Arts Center...............................................15,000
A Cultural ExchangeStart-up support (second year).............................. 25,000
62
Cuyahoga Community College FoundationArtistic and technical costs for theDuke Ellington Smithsonian Exhibition .....................5,000Marketing of evening concerts in the1995-96 Showtime at High Noon season............. 10,000
Q4/VCECLEVELANDPerformances by Mummenschantz and Elizabeth Streb/Ringside modern dance companies in the 1995-96 season ...................... 38,000
Dobama TheatreEnhancement of organizational capacity inareas of administration and marketing(over two years)................................................... 40,000
Duffy Liturgical Dance EnsembleStrategic plan ........................................................ 2,500
Ensemble TheatreOhio premiere of the 1992 PulitzerPrize-winning play The Kentucky Cyclein the 1996 season ............................................. 24,500
Fairmount Theatre of the DeafAssociate artistic director position andchange of name to SignStage Theatre ................... 25,000
Friends of the Cleveland School of the ArtsExcellence in Music Project (third year) ................. 40,000
Grantmakers in the Arts, Miami, FloridaOperating support...................................................4,000
Great Lakes Theater FestivalProduction of The School for Scandal with the Acting Company and theNational Actors Theater ..................................... 200,000
Intermuseum Conservation Association,Oberlin, OhioSpace utilization study for possible relocationto the Cleveland Play House complex .....................2,500
Jewish Community Center of ClevelandIsraeli Film Festival .................................................5,000
Karamu House, Inc.Contract services for actors and directors, technical support and marketingfor the 1996 season............................................. 80,000
Lyric Opera ClevelandArtistic costs for mainstage productionsin 1996 season ................................................... 40,000Campaign for orchestral accompaniment...............10,000
Metropolitan Opera National Council AuditionsDistrict Council Auditions in 1995 .......................... 2,500
Music & Performing Arts at Trinity Cathedral, Inc."Get Close to the Music" project(second grant, over 13 months) ............................ 10,000
The Musical Arts AssociationArtistic programs in 1995-96 including community outreach concert and new and unusual m usic............................................. 250,000Marketing of Jazz on the Circle concertseries (over 15 months)......................................... 5,000
Northeast Ohio Jazz SocietyJazz on Wheels and Jazz on the Circleconcert series ...................................................... 20,500
Ohio Chamber Ballet, Akron, OhioBridge funding initiative for long-range strategic plan (over three years).......Restaging of Heinz Poll's Dance Suite, staging of Jose Limon's The Exiles, and free summer festival activities . . .
Ohio Chamber OrchestraProfessional management enhancementand diversity in programming for the1995-96 season (over 14 months) ...................... 38,333
Piano International Association of Northern OhioLocal and international marketing of 1995Cleveland International Piano Competition ...............7,000
Playhouse Square FoundationFine arts-related activities and operationsRent subsidy for five constituent performing arts groups at Playhouse Square Center (third year) ...................
The Repertory ProjectEnhancement of marketing andtouring capacity (over two years) .......................... 35,000
West Side Ecumenical MinistryProfessional costs of the Near WestTheatre's Summer Youth Theatre project,and challenge grant (third grant) .......................... 15,000
The Western Reserve Historical SocietyDocumentary video for the 25thanniversary of the African AmericanArchives Auxiliary.................................................... 5,000
Total Board Designated Grants ................. $2,713,117
DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.The Beck Center for the Cultural Arts, Inc............ $7,957
Cleveland Ballet .................................................... 151
The Cleveland Foundation (Inc.)Care of memorabilia of the First ClevelandCavalry Association by The Western ReserveHistorical Society.................................................... 6,347
Cleveland Health Education Museumdba The Health Museum ..................................... 4,891
100,000
100,000
75.000
65.000
The Cleveland Institute of M u sic .......................... 5,344
The Cleveland Museum of A r t.......................... 130,090Purchase of objects of art exhibited at theMay Show in memory of Oscar Michael Jr. .................500
The Cleveland Museum of Natural History....... 243,619
Cleveland Opera...................................................... 152
The Cleveland Play House ....................................9,944Experimental or dramatic w ork ................................1,861
Intermuseum Conservation Association,Oberlin, O h io ...................................................... 19,335
Karamu House, Inc.............................................149,683
The Musical Arts AssociationThe Cleveland Orchestra....................................... 88,856
Oglebay Institute, Wheeling, West VirginiaCultural and educational activitiesat Oglebay Park.................................................. 136,408
The Western Reserve Historical Society ...............5,496
Total Donor Designated G rants...................... $810,634
DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.Access to the Arts ............................................. $ 1,000
Case Western Reserve UniversityFriends of Eldred Theatre...........................................250
Cleveland Ballet .................................................. 2,500
Cleveland Center for Contemporary Art ...............2,500Holocaust Project: From Darkness Into Light ........... 1,000
Cleveland Children's M useum ............................. 1,000
The Cleveland Institute of Art ..............................5,500
The Cleveland Institute of M u sic..........................4,500
The Cleveland Museum of A r t ..............................9,544Research and catalogue for the Legacyof Light photography exhibition .......................... 100,000
The Cleveland Museum of Natural History........... 1,000
The Cleveland Music School Settlem ent...............5,017Early Childhood Library...........................................5,000
Cleveland O p era .................................................. 1,000Recording of four productions by WKSU-FM.............2,600
The Cleveland Play House ....................................1,250Fund for the Future...............................................10,000
Cleveland Public RadioEndowment fund .................................................12,500Newsroom operations and public affairs reporting . . . 2,500 "Riverwalk, Live From The Landing" production . . . . 12,500
Cleveland State University Foundation, Inc.Holocaust Commemoration Concertby the Cleveland Chamber Symphony .....................500
Cleveland Women's City Club FoundationCleveland Arts Prize............................................... 250
Dobama TheatreYoung Playwrights Program .....................................300
Fine Arts Association..........................................1,000
Friends of the Cleveland School of the A rts.........1,500
Friends of Palo Alto Children's Theatre,Palo Alto, CaliforniaCapital campaign.................................................2,500
Great Lakes Theater Festival..............................10,700
The Lake View Cemetery Foundation.....................500
Monday Musical Club, Youngstown, OhioGrover C. Yaus Scholarship Fund............................7,000
Musart Society .................................................... 275
Music & Performing Arts atTrinity Cathedral, Inc............................................1,000
The Musical Arts AssociationThe Cleveland Orchestra...................................... 5,750Education fund ...................................................6,849
New Organization for the Visual Arts (NOVA)Scrap of Pride program . . ..................................... 3,000
Playhouse Square Foundation..........................11,750
Positive Education ProgramCreative therapies workshops............................... 2,000
The Toledo Museum of Art, Toledo, O hio............2,000
University Circle IncorporatedParade the Circle Celebration ............................... 2,000
The Western Reserve Historical SocietyCharting New Directions program..........................3,000
Total Donor Advised Grants.......................... $243,035
Total Cultural Affairs Grants........................ $3,766,786Board Designated, Donor Designated and Donor Advised
64
E C O N O M I C D E V E L O P M E N T G R A N T S
TOWARDS EMPLOYMENT, INC Dislocated Workers/Special Population project
Case Western Reserve UniversityCenter for Regional EconomicIssues (over two years) ....................................$100,000
Cleveland Development FoundationStudy by the Greater Cleveland GrowthAssociation on securing international flightservice to Hopkins International Airport .................40,000
Cleveland Neighborhood Development CorporationCleveland Industrial Retention Initiative for improved competitiveness of neighborhood- based manufacturing companies(over 14 months)...............................................100,000
Cleveland Senior CouncilOutreach to diversify user base in theprivate sector (over two years).............................. 15,000
Cuyahoga Valley Scenic Railroad, Peninsula, OhioOrganizational operations including educationprograms with Greater Cleveland-areaschools................................................................ 50,000
Edison Polymer Innovation CorporationCreation of Polymer Life Cycle Center ................... 20,000
Kent State University Foundation, Inc., Kent, OhioDevelopment of business succession planningprogram in Cuyahoga County (over 18 months) . . . 55,836
The North Cuyahoga Valley Corridor, Inc. dba Ohio Canal CorridorSecuring of national heritage corridor designation................................................. 40,000
WECO Fund, Inc.Improvement of operations of credit unions serving Cleveland's east side (second year) 40,500
Westside Industrial Retention and Expansion NetworkComprehensive neighborhood economic development program (over two years)....... 171,929
Total Board Designated Grants ................. $633,265
DONOR ADVISED GRANTNorth Coast Development Coordinators $5,000
Total Donor Advised Grant........................ $5,000
Total Economic Development Grants .......Board Designated and Donor Advised
$638,265
65
Baldwin-Wallace CollegeFaculty development in instructional technology(over two years) ...............................................5149,078
Bedford City School DistrictImplementation and evaluation of theRICHARDS READ Systematic LanguageProgram in grades one through three.....................11,500
John Carroll UniversityFaculty development in instructionaltechnology (over two years)................................128,640
Staff support for The Granville Academyto teach African-American students about
capitalism (second year)....................................... 12,000
Case Western Resen/e UniversitySumner Canary Lectureship ................................... 5,000
Citizens League Research InstituteStaff support for implementation ofdecentralization efforts in the ClevelandPublic Schools (over 22 months).......................... 64,931
The Cleveland Education FundStudy on proposed goals of the Pogue Institutefor School Leadership and Management.................. 4,719
The Cleveland Foundation (Inc.)Major work program at Forest HillParkway Elementary School ................................... 1,225
School reform initiatives..................................... 200,000
The Cleveland Initiative for EducationMayor's Forum on the Cleveland Public Schools . . . . 7,000Operating support for The Cleveland Initiativefor Education, The Cleveland Education Fund,and administrative costs of Gateway toExcellence program ........................................... 220,000
Cleveland International ProgramSouth African internship program at seven neighborhood centers........................................... 36,279
Cleveland Scholarship Programs, Inc.Nontraditional Student Program(over three years)................................................. 50,000
Cleveland State University Foundation, Inc.The College of Education's Project F.A.S.T.(Families Are Students and Teachers) programin East Cleveland Public Schools (second year) . . . . 23,848Comprehensive strategic plan(second grant, over 15 months).......................... 114,617Computer summer camp in 1995 ........................ 14,342Conference on diversity and models forstudent recruitment and retention .......................... 5,000President's Initiative Fund (over two years) ......... 200,000
Diocese of ClevelandImplementation of the Dimensions of LearningProgram at diocesan elementary andsecondary schools in Cleveland ............................ 39,468
Esperanza, Inc.Operating support................................................. 40,000
Euclid Board of Education"Writing From the Inside" project to helpchildren use personal experience as aspringboard for writing ........................................... 4,000
Greater Cleveland RoundtableOperating and program support forthe Cleveland Summit on Education ..................... 60,000
Hough Area Partners in ProgressCommunity workshop to examine charterschool implications.................................................2,000
IIMROADS/Northeast Ohio, Inc.Career and College Awareness Program................. 30,450
Kent State University Foundation, Inc.,Kent, OhioInternational symposium commemorating the25th anniversary of the events of May 4, 1970 . . . . 25,000
Lake Educational Assistance FoundationOperating support (over two years) .......................15,000
The Lake View Cemetery FoundationReprint of cemetery study book .............................. 4,415
David N. Myers College150th Anniversary Campaign(over two years).................................................150,000
Shaker Heights Board of EducationResource materials on the MinorityAchievement Committee (MAC) Programfor the Shaker Heights City School District ...............5,000
South Euclid-Lyndhurst Board of EducationECCOnet project for Educational ComputerConsortium of Ohio to train Ohio studentsand teachers on digital telecommunications(over three years)................................................. 75,000University SchoolREACH Program for gifted African-Americanmiddle school males (second grant) .....................15,000The Urban League of Greater ClevelandOperating support for the CareerBeginnings program ............................................. 60,120Total Board Designated Grants.....................$1,773,632
DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors. Grants are for general support unless otherxvise noted.Ashland Library Association, Ashland, O hio ....... $3,022
Ashland University, Ashland, O h io ........................ 6,043Aurora City School District, Aurora, OhioMaintenance of the Moore property........................ 4,000Baldwin-Wallace College .................................... 39,999University of California, Berkeley, California ........... 190John Carroll University .............................................143Case Western Reserve University........................ 10,280Adelbert College.................................................... 6,866Franklin Thomas Backus School of Law .................... 5,722Biological Field Station at Squire ValieevueFarm operated by the Department of Biology......... 27,285Case Institute of Technology................................... 5,385Graduate School.................................................182,119Reference books for the Library ofWestern Reserve College...........................................224Social research at the Mandel Schoolof Applied Social Sciences....................................... 2,016The Cleveland Foundation (Inc.)Rhoda A. Affelder Fund for educational purposes ....... 296Major work program at Oliver Hazard PerryElementary School .................................................1,225Cleveland Lutheran High School Association....... 2,192Cleveland Public LibraryBooks for Science and Technology Department ......... 543Services to shut-ins.............................................104,203Cleveland State University Foundation, Inc............... 143Connecticut College, New London,Connecticut..............................................................190
67
Cornell University, Ithaca, New YorkDeanship at Johnson GraduateSchool of Management ........................................ 38,000
Cuyahoga County Public Library.............................. 665
Educational Television Associationof Metropolitan Cleveland, WVIZ-TV........................ 151
Fenn Educational Fund ........................................... 238
Greater Cleveland Alumnae Chapter ofDelta Sigma Theta Sorority, Inc................................. 238
Hawken Schoo l.................................................... 1,144
The Hill School, Pottstown, Pennsylvania ...............151
Hillsdale College, Hillsdale, Michigan .................15,821
Kenyon College, Gambier, O hio.......................... 10,280
Lake Erie College.............................................. 168,171
Daniel E. Morgan SchoolBook awards to children ...........................................340
Ohio Wesleyan University, Delaware, O h io ........... 2,706
University of the Pacific, Stockton, California...........190
The Piney Woods Country Life School,Piney Woods, Mississippi ..................................... 8,450
Princeton Association of Northern OhioPrinceton University urban studiesfellowship program ................................................ 1,142
Princeton University, Princeton, New Jersey ........... 152
Saint Mary Sem inary.............................................1,876
Shaker Schools FoundationRuth S. Affelder Reading Fund................................... 296
Smith College, Northampton,Massachusetts.................................................. 126,847
United Negro College Fund, Inc............................. 8,450
University School .................................................... 152
Total Donor Designated Grants ...................... $787,546
DONOR ADVISED GRANTSGrants are for general support unless otherwise noted.Aurora One Fund, Aurora, OhioEducational programming for Aurora children....... $15,000
Carnegie-Mellon University,Pittsburgh, PennsylvaniaMorgenthaler Chair in Entrepreneurship...............100,000
John Carroll University.............................................350
Case Western Reserve UniversityFranklin Thomas Backus School of Law ...................1,000President's Fund .................................................. 15,000
Cleveland Center for Economic EducationEPIC Project .......................................................5,000
The Cleveland Education FundSmall Grants Program.......................................... 1,000
The Cleveland Foundation (Inc.)Administration of the Scholarship-in-Escrowprogram ........................................................ 158,000
Cleveland Heights-University Heights City School DistrictYoung Authors celebration...................................... 500
Cleveland Heights-University HeightsPublic Schools Foundation................................. 1,000
Cleveland Public Library ...................................... 250
Cleveland Scholarship Programs, Inc....................1,000
Denison University, Granville, O h io .....................5,000
Harvard University, Cambridge, MassachusettsLaboratory of Fakhri A. Bazzaz..............................10,000
Hathaway Brown School ...................................1,000Class of 1955 Gift .................................................250
Hawken School............................................... . 4,000
Hiram College, Hiram, O hio..............................10,831Capital campaign ............................................... 5,000
Laurel School.................................................... 1,000
Massachusetts Institute of Technology,Cambridge, MassachusettsFaculty Research Award at SloanSchool of Management...................................... 19,000J. Herbert Hoilomon Memorial Fund .....................5,000Professor Sallie W. Chisholm's Laboratory in the Department of Civil andEnvironmental Engineering................................. 36,00010K Competition Award at SloanSchool of Management...................................... 10,000
Methodist Theological Seminary in Ohio,Delaware, OhioThomas H. Taylor Chair...................................... 30,423
David N. Myers CollegeCapital campaign ............................................... 5,000
The Ohio State University Foundation,Columbus, OhioMax M. Fisher College of Business........................ 1,500
The Old Stone FoundationAlternative School pilot education program ............ 2,000
P.M. Foundation, Inc.Urban Community School .......................................500
Shaker Schools FoundationAmy Margolis Silberman Fund forArts and Education................................................. 500
68
United Negro College Fund, Inc.of C leveland.......................................................... 7,500
United Negro College Fund, Inc.of Columbus, Ohio ............................................... 5,000
United Negro College Fund, Inc.of Dayton, O hio .....................................................4,000
United Way Sen/icesBenefit of Urban Community School ...................... 1,000
University of Akron Foundation, Akron, Ohio ......... 900
University Schoo l...................................................3,750Annual Fund in memory of Peter H. Wellm an.............250
Ursuline College ...................................................5,250
Total Donor Advised Grants ............................ $472,754
Education Grants......................................... $3,033,932Board Designated, Donor Designated and Donor Advised
S C H O L A R S H I P G R A N T S Baldwin-Wallace CollegeScholarship support ................................ '..........$35,000
Berea Area Montessori AssociationScholarship support ...............................................2,000
John Carroll UniversityScholarship support ............................................. 35,000
Case Western Reserve UniversityScholarship support............................................... 37,000
The Cleveland Foundation (Inc.)Scholarships for Cleveland-area studentsattending Berea College in Kentucky ..................... 30,000Scholarships for Cleveland-area studentsattending Meridia Huron Road HospitalSchool of Nursing....................................... ......... 30,000
Cleveland Montessori AssociationScholarship support for Ruffing MontessoriSchool (W est)........................................................ 2,000
Cleveland State University Foundation, Inc.Scholarship support ............................................. 53,000
Harry Coulby Memorial ScholarshipsFor David N. Myers College students andCleveland Scholarship Programs, Inc....................... 40,000
Fairmount Montessori AssociationScholarship support for Ruffing MontessoriSchool (Ingalls Campus)......................................... 2,000
Hudson Montessori AssociationScholarship support ................................................2,000
David N. Myers CollegeScholarship support ................................................18,000
Westshore Montessori AssociationScholarship support ..................................................2,000
Total Board Designated Scholarship Grants . . . $288,000
DONOR DESIGNATED GRANTSThe following recipients and programs were designated by donors.Ashland University, Ashland, OhioThe Hazel Myers Spreng Scholarship .....................$4,835Avon Lake United Church of Christ,Avon Lake, OhioScholarships for Christian w ork................................3,025Baldwin-Wallace CollegeThe Hazel Myers Spreng Scholarship ...................... 4,835Capital University, Columbus, OhioThe Frederick R. and Bertha SprechtMautz Scholarship Fund .........................................6,077John Carroll UniversityJames J. Doyle Scholarship..................................... 2,560Case Western Reserve UniversityThe Aloy Memorial Scholarship Fund for women . . . . 1,319For a female student in foreign study...................... 3,534Harriet Fairfield Coit and William HenryCoit Scholarships.................................................... 1,518William Curtis Morton, Maud Morton,Kathleen Morton Fund Scholarships ...................... 17,452Oglebay Fellow Program in theSchool of Medicine...............................................81,859Scholarships in aerospace or computers .................... 113Scholarships in Franklin Thomas BackusSchool of Law ...................................................... 13,133The Hazel Myers Spreng Scholarship ...................... 4,835Alton LaMaur Character Memorial ScholarshipFor Collinwood High School graduates ...................... 250Inez and Harry Clement AwardCleveland Public Schools annualsuperintendent's award...........................................1,700The Cleveland Institute of ArtCaroline E. Coit Fund Scholarships .......................... 1,611Isaac C. Goff Fund Scholarships ..............................1,800The Cleveland Music School SettlementThe Nellie E. Hinds Memorial Scholarships...............4,000Scholarships at the Harvard East Branch...................1,136Cleveland State University Foundation, Inc.Scholarships in Cleveland-Marshall College of Law . . . 1,136
69
Dartmouth College, Hanover, New HampshireThe John Marshall Raible and DavidGardner Raible Scholarship Fund .......................... 22,450
Alzada Singleton Davis Memorial ScholarshipFor an African-American female at CuyahogaCommunity College matriculating at an upperdivision college or university ..................................... 500
Vince Federico Memorial ScholarshipsFor Wickliffe High School graduates ........................ 6,000
Hawken SchoolThe John Marshall Raible and DavidGardner Raible Scholarship Fund ............................4,913
Hillsdale College, Hillsdale, MichiganThe John C. McLean Scholarships todeserving students ...............................................16,911
Virginia Jones Memorial ScholarshipFor furthering the college education of afemale graduate of Shaw High School .................... 3,350
The Jon Lewis Memorial AwardFor a Cleveland Heights High School graduateto pursue further studies ....................................... 5,000
MacMurray College, Jacksonville, IllinoisThe George D. and Edith W. FeatherstoneMemorial Fund Scholarships................................... 3,025
North Central College, Naperville, IllinoisThe Hazel Myers Spreng Scholarship inmemory of Bishop Samuel P. Spreng...................... 4,835
Northwest Emergency Team Fund ScholarshipsFor children of police officers, firefighters and emergency services personnel in six west side suburbs.................................................. 2,088
Ohio Wesleyan University, Delaware, OhioThe Hazel Myers Spreng Scholarship .................. . . 4,835
Purdue University, West Lafayette, IndianaThe John C. McLean Scholarships inengineering.......................................................... 42,269
The Miriam Kerruish Stage ScholarshipFor Shaker Heights High School graduates............. 20,000
Ada Gates Stevens ScholarshipFor graduates of the public high schoolof Elyria, Ohio ........................................................3,125
University SchoolThe John Marshall Raible and DavidGardner Raible Scholarship Fund................................800
Ursuline CollegeLillian Herron Doyle Scholarship..............................2,560
Total Donor Designated Scholarship Grants .. . $299,389
DONOR ADVISED GRANTSAurora Schools Foundation, Aurora, OhioScholarship support......... ..................................... $5,000
Case Western Reserve UniversityScholarship in humanities....................................... 2,500
Cleveland Scholarship Programs, Inc.Scholarship payouts to eligible students............... 730,000
Cleveland State University Foundation, Inc.Financial aid award.................................................... 750Scholarship support .................................................. 750
Total Donor Advised Scholarship Grants.........$739,000
Total Scholarship Grants.............................$1,326,389Board Designated, Donor Designated and Donor Advised
SPECIAL PURPOSE FUNDSThe Cleveland Foundation administers two special purpose
funds in the area of education. The Fenn Educational Fund, established in 1971, is designed to promote and assist in the development of cooperative education and work study programs at institutions of higher learning in the Greater Cleveland area. The Statewide Program for Business and Management Education (PBME) was established in 1982 with the support o f the L. Dale Dorney Fund. Funds have been allocated to strengthen business and management education at colleges and universities statewide.
FENN EDUCATIONAL FUND GRANTSBaldwin-Wallace CollegeCareer Education and Outreach Program .............$] 1,500
John Carroll UniversityR. Earl Burrows Memorial Scholarships.................... 3,000Enhancement of the cooperativeeducation program through the use of acareer exploration model ................................... .14,976Henry Ford II Scholarship .......................................1,000
Case Western Reserve UniversityWomen's Initiatives for Leadership andLearning (WILL) program (third year).................... 24,178
The Cleveland Foundation (Inc.)Fenn Educational Fund operating budget...............19,900
Cleveland State University Foundation, Inc.Job readiness skills program to prepare students for participation in cooperative education program (second year).......................... 37,550
Cuyahoga Community College FoundationRestructuring and enhancement of thecooperative education program ............................ 16,500
70
The Lakeland Foundation"Learn to Earn" program at Lakeland Community College
David N. Myers CollegeStudent outreach and employer development in the cooperative education program
Notre Dame College of OhioStudents' increased career awareness and participation in the cooperative education program ..............................
Ursuline CollegeStudent assistance and work readiness seminars in the cooperative education program
Total Fenn Educational Fund Grants ..............$181,678
STATEWIDE PROGRAMFOR BUSINESS AND MANAGEMENTEDUCATION (PBME) GRANTSJohn Carroll UniversityMBA student assessment and skill developmentproject in the School of Business(over 14 months).............................................. $28,570
The Cleveland Foundation (Inc.)Continuation of the Statewide Programfor Business and Management Education............... 72,700
Mount Union College, Alliance, OhioFaculty development in internationalbusiness education.............................................. 26,618
Wittenberg University, Springfield, OhioPortfolio assessment project in the Department of Management (over 17 months)........................ 55,350
Xavier University, Cincinnati, OhioCenter for International Business in the Collegeof Business Administration (over two years) ......... 38,340
Total PBME Grants .................................... $221 578
Total Special Purpose Funds Grants.............. $403,256
Total Education Grants............................... $4,763,577
19,690
22,750
. 6,074
4,560
FAIRVIEW FOUNDATION Parish Nurse Program
AIDS Taskforce of Greater Cleveland, Inc.Nutrition program for persons living with AIDS . . . . $60,000
■ Alcoholism Services of ClevelandAmbulatory detoxification program(over 18 months)...............................................150,000
Alliance for Mentally III of Metro ClevelandSurvey on consumer views of the publicmental health system .............................................7,000
Alzheimer's Disease and Related Disorders Association, Inc.Improvement of Helpline services(over two years).................................................. 30,000
American Heart Association, Northeast Ohio Affiliate, Inc.Reduction of tobacco use amongadolescents (second year) ................................... 21,400
American Red Cross, Greater Cleveland ChapterPrograms for the elderly (over three years) ......... 134,000
American Sickle Cell Anemia AssociationOutreach to high-risk populations(over two years).................................................. 80,000
American Society on Aging,San Francisco, CaliforniaCleveland participants in New Ventures inLeadership program (fourth and fifth years)........... 35,000
Case Western Reserve UniversityImproved services to drug exposed womenand children by the School of Medicine................. 54,400Start-up support for training center ingeriatric oral health by the School ofDentistry (over three years) ................................133,000
Central School of Practical Nursing, Inc.Home nursing program (third year) ...................... 26,200
72
The Cleveland Foundation (Inc.)Monitoring of American Society on Aging's New Ventures in Leadership program (over two years) . . . 2,000Technical assistance on managed care forsmall health agencies........................................... 50,000
Cleveland Hearing and Speech CenterReview of administrative structure .......................... 4,895
The Cleveland Medical Library AssociationFiber optic wiring of the Allen Medical Library ....... 42,212
Cleveland Neighborhood Health Sen/ices, Inc.Improved services to elderly patients withchronic conditions................................................. 52,000
The Cleveland Psychoanalytic SocietyGeneral support ................................................... 40,000
The Cleveland Society for the BlindGeneral support ...................................................... 36,750Program for visually impaired olderadults (over three years) ......................................135,000
Cleveland State University Foundation, Inc.Childhood immunization program(over two years).................................................... 240,000
Critical Incident Stress Services for Cuyahoga County, Inc.Clinical mental health services (over two years) . . . . 33,000
Emerald Development & Economic Network, Inc.Housing for persons with mental illness................. 25,000
Fairview FoundationExpansion of the Parish Nurse Program(third and fourth years) ........................................ 200,000
Grantmakers in Health, Washington, D.C.Program support........................................................3,000
The Greater Cleveland Hospital AssociationStrategic plan .....................................................100,000Workshop on health care quality byHealth Trustee Institute........................................... 5,000
Hopewell Inn, Inc., Mesopotamia, OhioStart-up support for residential facility for persons with severe mental illness (over three years) ............................................... 187500
A. M. McGregor HomeGeneral support ...................................................... 36,750
Mental Health, Rehabilitation & Research, Inc. dba Hill HouseConsultant assistance on developmentof a mental health consortium.............................. 43,000
Northeastern Ohio Universities College of Medicine, Rootstown, OhioSymposium on AIDS and the arts ........................ 20,000
Our Lady of the Wayside, Incorporated,Avon, OhioEquipment for sensory therapy program.................17,000
Preterm Cleveland, Inc.Capital campaign (over 18 months).....................100,000
Providence House, Inc.Operating support................................................. 30,000
The Registry of Interpreters for the Deaf, Inc.,Silver Spring, MarylandSeminar by Cleveland chapter ................................ 3,300
The Benjamin Rose InstituteFeasibility study of intensive home care program for frail elderly in collaborationwith University Hospitals of Cleveland ................... 40,000General support ................................................... 36,750
Services for Independent Living, Inc.Expanded accessibility program forbusinesses (over three years).......................... 4.. 57,800
Tides Foundation, San Francisco, CaliforniaOperating support for Funders ConcernedAbout AIDS (over 15 months) ................................4,000
University Hospitals of ClevelandConference on defining death ina technological ag e .................................................5,000
The Visiting Nurse Association of ClevelandGeriatric and pediatric nurse-based careat University Settlement ....................................... 40,000
Total Board Designated Grants................... $2,320,957
D O N O R D E S I G N A T E D G R A N T SThe following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.Akron City Hospital, Akron, OhioObstetrical division ...............................................$1,827
American Cancer Society, CuyahogaCounty U n it...................................................155,691Research or any other purpose..............................17,304
American Heart Association, NortheastOhio Affiliate, Inc............................................ 185,943Research or any other purpose..............................17,304
American Lung Association of Northern Ohio . . . . 1,972
American Veterinary Medical AssociationFoundation, Schaumburg, Illinois ....... .......... 21,569
Arthritis Foundation, NortheasternOhio Chapter.................................................... 1,144
Bellevue Hospital, Bellevue, Ohio ...................... 5,761
Eliza Bryant Center ..........................................19,949
Case Western Reserve University School of MedicineCancer research ...................................................19,091Medical research and general support .................127,218Outpatient clinic for dispensary.............................. 50,732Research in diseases of the e y e ............................ 34,904Scholarships or research......................................... 5,481
Catholic Charities CorporationBenefit of aged persons ......................................... 3,000
Central School of Practical Nursing..................... 26,736
The Cleveland Clinic Foundation........................ 24,805Research in diseases of the eye ............................17,452
Cleveland Hearing and Speech C enter...............56,719
The Cleveland PsychoanalyticSociety Foundation.................................................... 50Research and application of psychoanalysisand support projects............................................. 63,952
The Cleveland Society for the Blind ................. 349,325Research or any other purpose..............................17,304Volunteer Braille transcribers................................... 3,119
The Deaconess Foundation ................................. 6,566
Elyria Memorial Hospital, Elyria, OhioWilliam H. Gates bed .................... ; ..................... 2,000
Fairview Foundation ........................................... 20,035Equipment for Fairview General Hospital ............... 67,601Christiana Perren Soyer bed ................................... 2,426
The Free Medical Clinic of Greater Cleveland ......... 146
Grace HospitalEquipment .......................................................... 33,800
Health Hill Hospital for Children .......................... 3,119
Holy Family Cancer Home ................................... 1,875
Eliza Jennings H om e........................................... 27,409Equipment .......................................................... 33,801
Lakewood Hospital...............................................8,155
Lakewood Hospital Foundation, Inc................... 119,660
The Lutheran Home for the Aged ...................... 11,104
Lutheran Medical Center ..................................... 3,927Conference travel...................................................... 566
Lutheran Medical Center Foundation ................. 33,806
Mansfield Memorial Home, Mansfield, O h io ........... 539
Marymount HospitalElizabeth Boersig Soyer bed ....................................2,426
A.M. McGregor H o m e ...........................................6,768
Meridia Huron Hospital ....................................... 9,858
MetroHealth Foundation, Inc................................3,119MetroHealth Medical Center's Burn Unit................. 3,120MetroHealth Medical Center's Nurse Award............ 1,221
The MetroHealth SystemEmployees' Christmas fund at MetroHealthCenter for Rehabilitation ...................................... 1,875
The Montefiore Home........................................ 6,768
Rainbow Babies and Childrens Hospital.......... 114,779Equipment or supplies ........................................ 1,518
The Benjamin Rose Institute ............................18,539
Saint Ann Foundation........................................3,119
Saint John and West Shore Hospital...................3,897
St. Luke's Medical Center .................................... 476
St. Vincent Charity Hospital ............................... 1,913
Samaritan Hospital, Ashland, OhioMr. and Mrs. A. N. Myers memorial room..............12,087
Shriners Hospitals for Crippled Children,Tampa, Florida.................................................. 8,450
University Hospitals of Cleveland .....................13,536Benefit aged persons ........................................ 11,911Cancer research ............................................. 166,062Conference travel ...............................................3,567Lakeside Hematology Fellowship Fund .....................445Lakeside Hospital ............................................ 764,352Maternity Hospital...............................................6,151Henry L. Sanford memorial bed ............................1,518Urological or vascular research ............................ 63,558
The Visiting Nurse Association of Cleveland........ 3,619
West Side Deutscher Frauen Verein,The Altenheim................................................. 24,286
Total Donor Designated Grants ................. $2,863,825
DONOR A D V IS E D GRANTSGrants are for general support unless otherwise noted.AIDS Taskforce of Greater Cleveland, Inc.............$1,000
Alzheimer's Disease and RelatedDisorders Association, Inc...................................... 500
American Cancer Society, Cuyahoga County UnitHope Lodge......................................................... 986Treatment, prevention and researchof breast cancer ...............................................15,000
Barlow Hospital Foundation,Los Angeles, CaliforniaBarlow Respiratory Hospital ................................. 2,000
Case Western Reserve UniversitySchool of Medicine............................................1,000
74
Central School of Practical Nursing, Inc.................... 500
Children's Hospital Medical Centerof Akron, Ohio ........................................................ 500
Children's Oncology Services of Northeastern Ohio, Inc.Ronald McDonald House of Cleveland.....................1,000
The Cleveland Clinic Foundation.......................... 2,081Brain Tumor and Neuro-Oncology Center ............. 10,000Liver research .......................................................15,000
The Cleveland Eye Bank, Inc..................................... 500
The Cleveland Society for the B lin d ...................... 7,761Low Vision C linic.....................................................2,911Spellbound Program............................................... 1,600
Fairview FoundationDepartment of Cardiology at FairviewGeneral Hospital ...................................................... 250
The Free Medical Clinic of Greater Cleveland....... 3,500
Health Hill Hospital for Children .......................... 2,500
Heather Hill, Inc.........................................................500
Home Health Care, Inc........................................... 1,500
Huntington's Disease Society of America, Inc.,New York, New York............................................. 1,000
Judson Retirement CommunityJudson Park ..............................................................831
Juvenile Diabetes Foundation,Cleveland Chapter"Clevelanders Who Care" nationalcapital campaign.....................................................2,076
Lakewood Hospital Foundation, Inc.Heart research .......................................................... 250
Malachi House of Hope ........................................2,550
The MetroHealth Foundation, Inc..............................750Burn and Trauma Center........................................... 300
Ohio Presbyterian Retirement Services Foundation, Columbus, OhioBreckenridge Village ............................................... 1,856
Preterm Cleveland, Inc........................................... 3,500
The Benjamin Rose Institute....................................850Capital fund............................................................ 1,000
Saint John West Shore HospitalSerenity Hall.............................................................. 300
Toledo Society for the Blind, Inc., Toledo, Ohio . . . 1,500
United Leukodystrophy Foundation,Sycamore, Illino is.....................................................250
United Way Sen/icesBenefit of American Cancer Society............................ 250Benefit of Hill House .................................................538
University Hospitals of ClevelandIreland Cancer Center ............................................... 250John P. McWilliams Fund forrespiratory health.....................................................5,137Rainbow Babies and Childrens Hospital...................1,000
The Visiting Nurse Association of Cleveland......... 1,500
Total Donor Advised Grants............................$96,277
Total Health Grants ...................................$5,281,059Board Designated, Donor Designated and Donor Advised
75
ACHIEVEMENT CENTER FOR CHILDREN
Achievement Center for ChildrenStrategic plan...................................................... $37,000
The Art Studio, Inc.Start-up support for the Graduate ClinicalTraining Program in Art Therapy ............................ 23,238
Beech BrookFoster homes for severely emotionallydisturbed children (second year) .......................... 50,700
Berea Children's HomeParent and Child Education Program(second ye a r)...................................................... 30,380Strategic plan for Church Street Ministries ............. 20,000
Boys & Girls Clubs of Greater ClevelandExpansion of Torch and Keystone Clubs(over two years)................................................... 55,000
Case Western Resen/e UniversityOperating support for the Center for Urban Poverty and Social Change at Mandel School of Applied Social Sciences(fifth and sixth years) ......................................... 531,875
Catholic Charities CorporationSoftware and training for computerizedclient information system ..................................... 37,250
Center for Families and ChildrenMerger with Reach Out, a counselingprogram for adolescents and adults ...................... 51,767
Child Care Resource Center dba Starting PointCore support........................................................ 60,000
Children's Services, Inc.Upgrade of youth cottages ................................. 274,212
Cleveland Community-Building InitiativeStart-up support (over 19 months) .................... 562,624
The Cleveland Foundation (Inc.)Evaluation of the City of Cleveland'sMidnight Basketball program ................................. 5,000
Cleveland Mediation CenterMarketing for the transfer of Dissolutionof Marriage Kits from WomenSpace........................ 2,140
Cleveland Rape Crisis CenterConsultant assistance for organizationaldevelopment..........................................................5,000
Commission on Catholic Community ActionPeople Empowered Against ChildEndangerment (PEACE) program.......................... 32,800
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Continue LifeStaff support to assist with programtransition and expansion....................................... 34,720
Cornucopia, Inc.Staff support for Cleveland Heights retailand training facility for mentally retarded/developmental^ disabled persons ........................ 58,152
Cuyahoga County Bar FoundationStart-up support for the Juvenile Court Custody Mediation Program (over two years) ..................... 60,000
Cuyahoga County Board of CommissionersFamily development services to familiesin the JOBS program by the Cuyahoga CountyDepartment of Employment Services.....................91,980
The City of East ClevelandStaff support for youth services program(second yea r)...................................................... 40,000
East End Neighborhood House AssociationStaff support for Rites of PassageInstitute (over three years)..................................128,599
Educational Television Association of Metropolitan Cleveland, WVIZ-TVTraining initiative for pre-kindergartencaregivers and parents (over three years) ........... 198,660
El Barrio IncorporatedEnhancement of audit and accounting procedures . . 4,400
Emmanuel Baptist ChurchStudent and teacher stipends for SOSTest Preparation Program ....................................... 7,000
Federation for Community PlanningCollaborative services model for blackmales in the Glenville area (third year) ................. 80,000Family Center Planning Project and staff support for Cuyahoga CountyChildren's Roundtable (second year) ..................... 80,470Strategic plan and search for new director ............. 27,000
First United Methodist ChurchTransportation service for the disabledfor Home Base Cleveland....................................... 3,580
Freedom House, Inc.Residential treatment program for employed men whose substance abuse is job threatening............. 24,718
Goodwill Industries of Greater Cleveland, Inc.Starting Over pilot vocational program forwomen releasees from the Northeast OhioPre-Release Center (second year) ...................... 143,700
Greater Cleveland Neighborhood Centers AssociationCleveland Family/Neighborhood LeadershipStrategy initiative (second year) .......................... 200,000Search for and transition to a newexecutive director ................................................. 24,206
Hispanic Urban Minority Alcohol and Drug Abuse Outreach ProgramStaff support for finance office (over two years)--- 87,648
Interchurch Council of Greater ClevelandHunger Task Force ............................................... 40,000
Jewish Community Federation of ClevelandDemographic study of the Cleveland Jewishcommunity (over two years) .............................. 100,000
City of LakewoodHelp to Others (H20) youth service program by Department of Human Services .......................10,000
Lesbian/Gay Community Sen/ice Center of Greater ClevelandTechnical assistance in leadership development . . . . 14,620
Lexington-Bell Community CenterStrategic planning retreat for board and staff ........... 2,008
Lutheran Metropolitan Ministry AssociationWesthaven Runaway Shelter.................................. 50,000
Northcoast Harvest dba Northcoast Food rescueRedistribution program for fresh fruitsand vegetables (over two years) .......................... 68,200
Northeast Ohio Coalition for the HomelessConsultant assistance on identificationof service gaps for the homeless ............................ 5,000
Retired and Senior Volunteer Program of Greater ClevelandImplementation of strategic plan(over three years).................................................49,150
Shoes For Kids, Inc.1995 campaign ................................................... 35,000
Stella Maris, Inc.Physician/medical director for detoxification unit . . . 37,000
United Way ServicesThe John K. Mott Youth Fund highschool student distribution committee .....................5,000Purchase and renovation of newheadquarters and community service .building (over two years) .................................... 300,000
The Urban League of Greater ClevelandProject We Care for development of a Parenting Skills Network..................................... 46,620
Vocational Guidance ServicesLong-term, job retention tracking system................. 42,759
Women's Center of Greater ClevelandResource and referral helplineupgrade and expansion ....................................... 24,330
The Young Men's Christian Association of ClevelandRenovation of Youth Department at theCentral facility (over two years) .......................... 150,000
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The Young Women's Christian Association of ClevelandEvent for 20th anniversary of Greater ClevelandWomen of Achievement Award and CareerOptions program................................................... 24,569
Total Board Designated G rants.....................$4,078,075
D O N O R D E S I G N A T E D G R A N T SThe following recipients and programs were designated by donors. Grants are for general support unless otherwise noted.Achievement Center for Children...................... S i8,274Equipment .......................................................... 33,800
Alcoholism Services of Cleveland, Inc......................... 73
American Bible Society, New York, New Y o rk ......... 602
American Red Cross, Greater Cleveland Chapter . . 7,858
Beech Brook ...................................................... 57,607*Bellefaire Jewish Children's Bureau ...................... 7,077
Boy Scouts of America,Greater Cleveland Council No. 440 ........................ 143
Boys & Girls Clubs of Greater C leveland...............1,144
Catholic Charities Corporation ................................358Benefit of Parmadale-St. AnthonyYouth Services Village ...........................................10,315
Center for Families and Children ............................309Counseling Division ............................................. 38,036Day Nursery Association of Cleveland...................... 4,119Family Preservation Program................................... 2,000
Children Forever Haven ....................................... 1,053
The Children's Aid Society.......................................527Industrial Home.................................................... 67,652
Children's Sen/ices .............................................. 1,030
Christ Episcopal Church ....................................... 1,295
The Church Hom e................................................ 6,768
The Church of the Saviour,United Methodist ................................................ 4,835
The City Mission .................................................. 4,008
Cleveland Christian Home, Inc...............................3,025
City of Cleveland, Director of Public SafetyPrevention of delinquency among boys .................... 899
Cuyahoga County Department of Human ServicesSpecial client needs.................................................. 533
East End Neighborhood House ............................3,119
Fairmount Presbyterian Church............................2,982
Federation for Community Planning................... 4,018Needy and deserving families and children ............ 1,947Program at Business Volunteerism Council..............3,093
The First Congregational Churchof Sonoma, California ..........................................143
The First United Methodist Church,Ashland, Ohio ...................................................6,043
Goodwill Industries of Greater Cleveland, Inc........1,353
Greater Cleveland NeighborhoodCenters Association..........................................11,991
The Guidance Centers..........................................285
The Hebrew Free Loan Association.....................1,000
Heights Blaugrund Lodge No. 1152B'nai B'rith ........................................................1,875
Heights Youth Center ........................................1,374
The Hiram House ............................................. 2,457
Jeremiah's Inn, Worcester, Massachusetts..............146
Jewish Community Federationof Cleveland ...................................................15,303Research or any other purpose............................17,304
Jones Home of Children's Services................... 22,233Capital improvements........................................ 33,800
Lakewood Christian Church............................... 2,652
Lakewood United Methodist Church .......... 4,716
The Hattie Larlham Foundation, Inc.,Mantua, Ohio .................................................16,404
Little Sisters of the Poor.....................................3,485
Lutheran Agencies Organized in Service..............2,192
Marycrest School............................................... 6,768
Missionary Sen/ants of the Most Holy Trinity,Silver Spring, Maryland...................................... 4,689
Our Lady of the Wayside, Incorporated,Avon, O h io ........................................................7,957
Parmadale-St. Anthony YouthServices Village ............................................... 14,317
Planned Parenthood of GreaterCleveland, Inc................................................. 122,444
Rose-Mary Center............................................. 3,623
St. Andrew's United Methodist Church,Findlay, Ohio........................................................168
St. Dominic's Parish ..........................................4,689
St. John Lutheran Church...................................2,192
St. Martin's Episcopal Church ............................... 143
The Salvation Arm y.......................................... 28,705Food for the hungry ............................................1,805
78
The Salvation Army, Ashland, Ohio .....................3,022
The Scottish Rite Benevolent Foundation,Lexington, Massachusetts .....................................143
Shaker Heights Lodge No. 45 FOP Associates . . . . 2,708
The Shaker One Hundred, Inc.............................. 2,708
Sisters of Notre Dame, Chardon, OhioPhysical education program for theJulie Billiart School..............................................14,113
Society of St. Vincent de P a u l............................... 781
Southeast Family YMCA........................................ 265
Starr Commonwealth for Boys,Albion, Michigan ............................................... 1,573
The Suburban Temple.......................................... 445
The Three-Corner-Round Pack Outfit, Inc.Camping program..............................................13,207
Trinity Cathedral................................................. 1,810
United Appeal of Ashland County, Ohio,Ashland, Ohio ...................................................3,022
United Way Services.......................................416,345
Vocational Guidance Services..............................4,570Assistance to needy clients of Sunbeam School.......1,000Assistance to needy of Sunbeam Schoolgraduating class ................................................. 1,000
West Shore Unitarian Universalist Church .......... 2,608
The Young Men's Christian Association,Ashland, Ohio ...................................................3,022
The Young Men's Christian Associationof Cleveland ...................................................11,206Lakewood Branch............................................... 8,450West Side Branch ..............................................16,900
The Young Women's Christian Associationof Cleveland...................................................... 1,148Lakewood Branch............................................... 8,450
Youth Visions, Inc.Big Brothers/Big Sisters Program.......................... 10,393Big Buddy/Little Buddy Program............................ 8,783
Total Donor Designated Grants ................. $1,168,427
DONOR ADVISED GRANTSGrants are fo r general support unless otherwise noted.American Red Cross,Greater Cleveland Chapter................................S i,250
American Red Cross, Greater ToledoArea Chapter, Toledo, Ohio ................................1,500
Beech Brook .....................................................1,000
Bellefaire Jewish Children's BureauJewish Day Nursery Scholarship Fund ........................ 500
Bellflower Center for Prevention of Child Abuse, Inc.Family Helpline and Tot-Line....................................1,000
Boys & Girls Clubs of Greater C leveland...............1,036Recreation programs in the inner city ...................... 3,000
Catholic Charities CorporationCatholic Charities Services ..................................... 1,000
Center for Families and ChildrenRap Art Center.......................................................... 500
Children's Support Rights, Inc.Hot Line program ...................................................1,000
Christ Episcopal Church ..................................... 2,000White Spire Fund for chapel renovation .................61,000
The City Mission .................................................. 1,000
Cleveland Foodbank, Incorporated.......................... 500
Cleveland International Program .......................... 3,000
Diocese of Ohio EpiscopalCommunity Services Foundation.......................... 1,000
East Side Catholic Sh e lte r...................... ................ 250
Fairmount Presbyterian Church............................1,500
Family Transitional Housing, Inc................................500
Federated Church of Chagrin Fa lls .......................... 289
Federation for Community PlanningKidsacks program...................................................... 250
The First Unitarian Church of ClevelandSanctuary carpeting.................................................3,000
Goodwill Industries of Greater Cleveland, Inc........ 1,000
The Greater Cleveland Community Shares........... 2,500Campaign 2000 Action Plan ..................................... 500
Greater Cleveland NeighborhoodCenters Association .............................................1,000Heights Youth Center................................................ 500
The Guidance Centers .........................................1,000
Heights Parent CenterPRISMS project...................................................... 3,000
Hitchcock Center for Women, Inc...........................3,000
International Services CenterRehabilitation of Croatian andBosnian refugees in Cleveland ................................1,000
Jewish Community Federation of ClevelandJewish Welfare Fund Campaign ..............................2,000
The Hattie Larlham Foundation, Inc.,Mantua, Ohio ...................................................... 2,000
79
Lutheran Metropolitan Ministry AssociationAfter School Prevention Program ............................ 2,500Moving expenses ...................................................2,500
Make-A-Wish Foundation ....................................... 500
Northcoast Harvest dbaNorthcoast Food re scu e ....................................... 5,000
Planned Parenthood ofGreater Cleveland, Inc............................................ 3,000
Plymouth Church ofShaker Heights Foundation..................................... 510
Providence House, Inc............................................1,250
St. Basil Catholic Church......................................... 560
St. Paul Croatian ChurchHumanitarian Relief Fund "Rebro"..............................500
St. Paul's Episcopal Church,Cleveland Heights...............................................10,561
St. Timothy Episcopal Church,Perrysburg, O h io .................................................. 4,000Building Fund ........................................................2,500
The Salvation Arm y.............................................. 4,000Programs for women and children..........................1,005
Sisters of Notre DameJulie Billiart School .................................................... 250
Star of the Sea, Inc.Stella Maris Center.................................................... 300
Sunshine Children's HomeDevelopment Fund, Maumee, Ohio .................... 1,000
Sunshine Foundation, Inc., Maumee, Ohio .............500
Transitional Housing, Inc........................................2,645
Unitarian Universalist Service Committee, Inc.,Cambridge, Massachusetts................................... 1,000
United Way of Greater Toledo, O h io .................... 2,000
United Way Services........................................... 26,000Benefit of Catholic Social Servicesof Cuyahoga County ................................................ 250Benefit of Greater ClevelandCommittee on Hunger ..................................... 500
Vocational Guidance Services ..............................1,250
West Park United Church of ChristFoundation Fund ...................................................... 840
Women's Community Foundation ..........................500Jane Kirkham Endowment Fund..............................5,000
YMCA of Cleveland, Geauga County Branch ...........250
Youth Enrichment Services, Inc.Expansion of Project Rising Flower's baking facilities ...................................... ...............1,000
Youth Visions, Inc.Big Brothers/Big Sisters Program ........... ...............2,000
Total Donor Advised Grants ................ S i87,246
Total Social Services Grants.................Board Designated, Donor Designated and Donor Advised
$5,433,748
C F U N D S
L. Dale Dorney Fund GrantsThe Findlay Distribution CommitteeThe Hon. Allan H. Davis Chairperson Rev. G. Terry Bard Lee R. LuffThe Hon. Keith Romick (deceased March 1996)James W. Speck
CIVIC A F F A IR SCourt Appointed Special Advocate/Guardian Ad LitemStaff support and training of volunteers(over three years )..................................................536,298Hancock County Mental Health Society, Inc. dba John C. Hutson CenterOperating support for HOPE Plus byCourt of Common P leas ................................' .......... 6,000Hancock Parks FoundationTen-year outdoor recreational plan forHancock County......................................................10,000Total Civic Affairs Grants................................. $52,298
CULTURAL A F F A IR S Hancock Parks FoundationBarn Art murals, storyteller and honoraria for teachers to conduct demonstrations at Autumnfest '95 ........$4,472Riverside Park summer concert series(over three years )......................................................3,000Total Cultural Affairs Grants ..............................$7/472
ECO NO M IC D E V E L O P M E N T Hancock County Chamber FoundationArchitectural Fund for downtown revitalization by Downtown Findlay (over three years) ................$8,000HHWP Community Action CommissionMicroenterprise Development Project(over two yea rs )......................................................31,064Total Economic Development Grants ..............$39,064
EDUCATIONBlack Studies and Library AssociationStaff support to expand services toHancock County and northwestern Ohio ..............$26,660Findlay Board of Education-Findlay Public SchoolsConsultant assistance on land analysisfor Findlay High School campus ..............................12,750Total Education Grants ................................... $39,410
HEALTHAlzheimer's Respite Care Society of Hancock CountyMarketing consultant to develop promotional plan and social worker to assess needs ofclients and families ............................................... $17,935Total Health Grant..........................................$17,935
SO C IA L S E R V IC E SCrime Prevention Association Findlay-Hancock CountySpeaker fees to promote communityawareness of gangs in Hancock County..................$3,100Total Social Sen/ices Grant............................... $3,100
S P E C IA L P H I L A N T H R O P IC S E R V IC E SThe Cleveland Foundation (Inc.)Operating budget of the L. Dale DorneyFund and The Findlay-Hancock CountyCommunity Foundation ........................................$55,482Total Special Philanthropic Services Grant .......$55,432
Total L. Dale Dorney Fund Grants .................. $214,761
Lake Geauga Fund GrantsThe Lake-Geauga CommitteeJohn Sherwin Jr. Chairperson Barry M. ByronLawrence J. Dolan (effective April 1996) Arlene M. HoldenPhilip L. Krug (completed term March 1996) John J. Monroe (resigned November 1995) Molly Offutt James F. Patterson
CIV IC A F F A IR S Geauga Park DistrictPublic awareness and education campaign ..........$14,000Habitat of PainesvilleGeneral support ....................................................... 1,000The Lakeland FoundationStaff support for the Lake County Economic Development Center (over two years ).................... 28,500Leadership Geauga CountyStart-up support (over two years)........................... 30,000The Moorish Community Redevelopment CorporationStart-up support ..................................................... 10,000Total Civic Affairs Grants.................................$83,500
81
C ULTURAL A F F A IR SThe Tom Evert Dance CompanyResidency program in six Geauga Countygrade schools in 1996 ............................................$4,000Lake County Historical SocietyGeneral support ....................................................... 5,000Lake Erie CollegeLake Erie Fine Arts series........................................... 7,000Total Cultural Affairs Grants ............................ 516,000
EDUCAT IONKenston Local SchoolsProgram to re-train science teachers fromGeauga County's public elementary schools............$6,500Lake County Educational Service CenterScience project at Lake Farmpark for fifth grade public school students in Lake and Geauga counties..................................................... 13,000The Lakeland FoundationSurvival Skills for Women program..........................10,000Learning About BusinessGeneral support........................................................... 500Morley LibraryGeneral support ....................................................... 1,000Total Education Grants...................................$31,000
S C H O L A R S H IP SThe Cleveland Foundation (Inc.)General scholarships for residents ofPainesville not attending Lake Erie College............$47,000Scholarship support for third- and fourth-yearstudents from Lake and Geauga countiesattending Ohio's medical schools......................... 100,000Lake Erie CollegeScholarship support for Painesville-area students . . . 10,000The Lakeland FoundationScholarship support for Painesville-area students attending Lakeland Community College..................10,000The Phillips Osborne SchoolScholarship support for needyPainesville-area students........................................... 1,000Total Scholarship Grants...............................$168,000
HEALTHAlzheimer's Disease and Related Disorders Association, Inc.Start-up support for new office in Mentor(over two yea rs )................................................... $25,000
Lake County Society for Rehabilitation of Children and Adults, Inc.General support ....................................................... 1,000Strategic plan ......................................................... 11,000
Lake Hospital System, Inc.Medical library acquisitions........................................3,000Total Health Grants........................................ $40,000
SOCIAL SERVICESBoy Scouts of America, Northeast Ohio CouncilGeneral support......................................................... $500
Camp Sue OsbornGeneral support........................................................... 500
Catholic Charities CorporationLatino Training Institute conducted by CatholicSocial Services of Lake County (over two years) . .. 22,000
Child Care Resource Center dba Starting PointCenters in Lake and Geauga counties(over two years )..................................................... 25,000
Extended Housing, Inc.Transportation for special needs population............10,000
Lake County YMCAGeneral support ....................................................... 1,000
Lake Erie Girl Scout CouncilGeneral support........................................................... 500
United Way of Lake County, Inc.General support ....................................................... 1,000
Total Social Services Grants............................$60,500
Total Lake-Geauga Fund Grants ....................$399,000
Total Geographic Funds Grants .....................$613,761
82
EL BARRIOAnisfield-Wolf Community Service Award winner
Business Volunteerism CouncilOperating support (third year) ..............................$70,000
The Cleveland Foundation (Inc.)Anisfield-Wolf Community Serviceand Book Awards...................................................... 47,750Grantmakers Forum ..............................................142,284
Donors Forum of Ohio, Columbus, OhioCommunity Foundations Committee's initiative to strengthen community foundations in O h io ..........5,000
The Foundation Center, New York, New YorkOperating support of The FoundationCenter - Cleveland.................................................. 94,660
The New York Community Trust,New York, New YorkLegal fees for work of the Financial AccountingStandards Board Task Force on behalfof the community foundation f ie ld ............................5,000
Ohio Association of Nonprofit Organizations, Columbus, OhioProduction and distribution of legalreference manual (over three years) ...................... 20,000
Women & Philanthropy Inc., New York, New YorkLEAD! (Leadership for Equity and Diversity)initiative......................................................................5,000
Total Board Designated Grants ........................$389,694
D ON O R A D V I S E D G R A NT SGrants are for general support unless otherwise noted.Bratenahl Community Foundation ......................$1,000
The Cleveland Foundation (Inc.)Unrestricted charitable purposes................................7,920
The Foundation Center, New York, New YorkOperating support of The FoundationCenter - Cleveland (over two years) ........................1,000
Total Donor Advised Grants................................. $9,920
Total Special Philanthropic Services Grants ... $399,614Board Designated and Donor Advised
O T H E R D I S B U R S E M E N T S
Aurora Schools Foundation, Aurora, OhioGeneral and scholarship support............................... $186
The Cleveland Foundation (Inc.)Operating budget of The ClevelandFoundation for the year 1996 ............................. 4,497,675
The Catherine Horstmann Home............................3,395
Lutheran Metropolitan Ministry Association..........4,992
St. James A.M.E. Church......................................... 2,360
Total Other Disbursements........................ $4,508,608
83
BOARD OF TRUSTEES AND DI STRI BUTI ON COMMITTEECharles A. Ratner ChairpersonJerry V. JarrettVice ChairpersonRev. Elmo A. Bean(completed term March 1996)James E. Bennett IIIJames M. Delaney (completed term March 1996)Doris A. Evans, M.D.
Adrienne Lash Jones
Catharine Monroe Lewis
Alex Machaskee (appointed March 1996)James V. Patton
Alfred M. Rankin Jr.
John Sherwin Jr.(appointed March 1996)Jerry Sue Thornton
TRUSTEES COMMITTEEDavid L. StithBank One, Cleveland, NAJohn R. MacsoFirst National Bank o f OhioGeorge S. Brookes Huntington National BankWilliam E. MacDonald III National City BankRobert B. HeislerSociety National Bank
STAFFExecutive OfficeSteven A. Minter Executive Director/PresidentSusan N. LajoieAssociate Director/Vice PresidentRoberta W. AllportSpecial Assistant to the Executive Director/Corporate SecretaryLeslie A. DunfordSenior Administrative AssistantMarvelous Ray Baker Executive SecretaryPierretta H. WingfieldRecords Management AdministratorDiana L. Davis Records Technician/Grants AdministratorJuanita L. Worthy 'Administrative Secretary/Grants AdministratorCarl CurtisStaff Assistant/Records Clerk
Civic Affairs and Economic DevelopmentJay TalbotSenior Program Officer, Civic Affairs and Economic DevelopmentPamela L. George Program AssociateDiane C. Kaszei Administrative SecretaryVance Sullivan Grants Administrator
Cultural AffairsKathleen A. Cerveny Program Officer, Cultural AffairsJoan M. CerneAdministrative Secretary/Grants Administrator
EducationCarol K. WillenSenior Program Officer, EducationShirley M. Ulstad Administrative Secretary/Grants Administrator
Health and Social ServicesGoldie K. Alvis Senior Program Officer,Social ServicesRobert E. EckardtSenior Program Officer, HealthTerri Kovach Program AssociateMarci Bernstein Lu Program AssistantJoyce E. Schneider Administrative SecretaryMichelle F. Norton Grants Administrator
DevelopmentMarjorie M. Carlson Director o f DevelopmentNancy McCann Development AssociateCelene E. Petkash Administrative AssistantCarolyn G. McKendr/Administrative Secretary/Grants AdministratorMarla Hammel Development Intern
Philanthropic ServicesMichael J. HoffmannSenior Program Officer, Philanthropic Services and Principal Staff The Lake-Geauga Fund and Supporting OrganizationsEllen M. IvoryAdministrative Secretary/Grants Administrator
Findlay and Hancock CountyBarbara M. Deerhake Director, The Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Dorney Fund
Administration and FinanceJ. T. MullenChief Financial Officer/TreasurerDeanne M. MachenAdministrative Secretary/Grants AdministratorJanet M. CarpenterOffice Services AdministratorJanice M. CutrightInformation Services SpecialistDavid L MueckenheimProgrammer/AnalystLynn M. SargiHuman Resources AdministratorJames L. BlythinHuman Resources InternMartha A. Burchaski ReceptionistGloria J. Kish Senior A ccountantJean A. LangSenior AccountantKaren HooiAccountantKathy S. ParkerAccountantEdna M. DealAccount Clerk
CommunicationsLynne E. WoodmanDirector o f CommunicationsMary Frances KnuthCommunications AssociateAlicia M. CilibertoAdministrative Assistant
General CounselMalvin E. Bank Thompson, Hine Flory
EditorLynne E. Woodman
Associate EditorsMary Frances Knuth Alicia M. Ciliberto
Editorial AssistantsJean A. Lang Kathy S. Parker Celene E. Petkash
DesignH2N Design
The staff list reflects the organization o f the Foundation as o f April 15, 1996.
Principal PhotographyDaniel Milner
Additional PhotographyAchievement Center for Children All Kids Count John Carroll University Fairview Health System
Willie Hernandez Geauga Park District Karamu House, Inc.The Musical Arts The Plain Dealer
Bill Kennedy
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