Issuu on Google+


The Cleveland Foundation's

mission

is to enhance the quality c.

for all citizens of Greater Cleveland, now and for generations to come, community endowment, addressing needs through grantmaking, and providing

on key com m unity issues.

CONTENTS


FROM THE C H A I R P E R S O N A N D EXECUTIVE D I R E C T O R / P R E S I D E N T

CHARLES STEVEN

2

A.

A.

R A T N E R , Chairperson (left)

M I N T E R , Executive Director/President (right)


in etee n -n in ety seven was a record year for The C leveland F o u n d atio n : th e highest level o f new assets received in any year in o u r history, $55.8 m illion; th e largest d o llar a m o u n t we have ever au th o riz ed for grants a n d ad m in istrativ e budget, $42.6 m illio n ; th e largest single grant ever aw arded by th e F oundation, $4 m illio n ; a n d co n tin u ed strong grow th in o u r assets, w hich to taled $1.27 b illio n a ty ea r-e n d . T he $55.8 m illio n in new assets w ill w o rk to im prove th e qu ality o f life in o u r c o m m u n ity to d ay a n d far in to th e future. The gifts ranged in size from a few dollars to m illions; we are grateful to each o f these do n o rs. Gifts such as theirs m ake it po ssib le to su p p o rt a w ide array o f activities to address current c o m ­ m u n ity needs. We au th o riz ed $42 m illio n in grants a n d ad m in istrative budget for pro gram s a n d projects th ro u g h ­ o u t G reater C leveland. These in clu d ed th e largest g rant in o u r history, a $4 m illio n m ultiyear aw ard to Playhouse Square F o u n d atio n . The g rant w ill help to address a critical issue in o u r arts a n d cultural c o m m u n ity - the fragile financial co n d itio n o f m any o f o u r perfo rm in g arts institutions. Playhouse Square will offer rentfree p erfo rm an ce space to its resid en t co m p an ies - C leveland Ballet, C leveland O pera, DA N CEClevel and, G reat Lakes T heater Festival a n d O h io Ballet for te n years, alleviating som e o f th e finan cial pressures these o rg an izatio n s co n tin u ally face. Additionally, Playhouse Square a n d th e resident com panies will restructure th eir relationship in order to strengthen co m m u n icatio n an d explore o p p o rtu n ities to reduce costs o r increase revenues. The grant also will enable Playhouse Square to re n o ­ vate th e historic Allen Theater; w hen it is com pleted, Playhouse Square will becom e th e largest restored th e­ ater com plex in th e nation.

N

The P layhouse Square g rant is o n e facet o f o u r larger strategic effort o n b e h a lf o f C leveland's cultural com m unity. We also su p p o rted The C o m m u n ity P artnership for Arts a n d C ulture, w hich is leading a com m unityw ide process to develop C leveland's first-ever cultural plan. We c o n tin u e to p u rsu e a selected n u m b e r o f longer-term strategies to address b ro a d c o m m u n ity concerns: revitalizing n eig h b o rh o o d s an d housing, co m b atin g persistent poverty a n d stren g th en in g the C leveland P ublic Schools. We also are focusing o n w elfare reform im p le m e n ta tio n a n d jobs and w orkforce developm ent. In 1997 we intensified o u r w ork o n long-term issues a ro u n d the c o n d itio n o f children in G reater C leveland. N atio n al studies, particularly th o se d o n e th ro u g h The A nnie E. Casey F oundation, reveal th a t C leveland's children ran k low er th a n th o se o f alm o st every o th er large A m erican city o n key indicators o f child w ell-being. O u r children suffer hig h er rates o f fam ily poverty a n d single-parent households, live in distressed n eig h b o rh o o d s m ore often, a n d sustain h ig h er rates o f th rea ten in g m edical co n d itio n s like low b irth w eight. We anticipate developing a special initiative for early c h ild h o o d d u rin g 1998. We w ere pleased to see C leveland recognized by Fortune m agazine an d o th er n atio n al m ed ia for its c o n tin u ­ ing progress. Articles cite th e city's su stain ed public-private p artnerships - a m o n g local a n d n atio n al fo u n d a ­ tio n s a n d th e co rporate sector th ro u g h C leveland T om orrow a n d th e G reater C leveland G row th A ssociation - as key factors in th e region's successes. We are p ro u d to play a role in th e city's o ngoing revitalization.

T hree m em bers o f o u r B oard o f Trustees a n d D istrib u tio n C o m m ittee co m p leted th e ir term s o f office in early 1998: Jerry V. Jarrett, A drienne L. Jones a n d Alfred M. R ankin Jr. We th a n k th e m for th eir service a n d w elcom e new B oard m em bers B enson P. Lee, The Reverend Dr. O tis M oss Jr. a n d Jacqueline F. W oods. We also recog­ nize m em bers o f th e Lake-Geauga C om m ittee: Jack Sherw in co n clu d ed his term as ch airp erso n a n d was succeeded by M olly O ffutt; Jam es P atterson co m p leted his term a n d w as succeeded by N ancy P atterson. In o rd er to m ake th is an n u a l rep o rt m ore reader-friendly, we are p u b lish in g u n d e r separate cover th e co m p lete list o f o u r p e rm a n e n t fu n d s a n d th e 1997 grants they m ade possible. You m ay request copies o f this separate p u b licatio n a n d o u r au d ited financial re p o rt by calling o r w riting th e F o u n d atio n 's co m m u n icatio n s d ep artm en t. In closing, we th a n k th e F o u n d atio n 's 11-m em b e r Board for th e ir d ed ica tio n a n d leadership, a n d acknow ledge th e n atio n ally recognized staff w h o s u p p o rt th eir w ork. The follow ing pages d e m o n ­ strate th e ir efforts.


B O A R D OF TRUSTEES AND DISTRIBUTION COMMI TTEE

The Board of Trustees and Distribution Committee governs the Foundation, establishes policy, sets priorities and makes final grant decisions. All members are volunteers serving a maximum of ten years. The Board appointment process ensures a broad range of views and knowledge. The Trustees Committee appoints five members. One member each is appointed by: the chief judge, United States District Court, Northern District of Ohio, Eastern Division; the presid足 ing judge. Probate Court of Cuyahoga County; the chief justice. Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the president of the Federation for Community Planning. The latter five "public" appointees choose one member with a background in private philanthropy.

C h a r l e s A. R a t n e r Chairperson Charles A. Ratner

Catharine Monroe Lewis

James E. Bennett III

Appointed 1992 by the Committee of Five Public Appointees; reappointed 1997

Doris A. Evans, M.D.

Benson P. Lee

Alex Machaskee

C huck R atner is p re sid en t a n d ch ief executive officer o f Forest C ity Enterprises. H e is a trustee o f th e M andel A ssociated F o u n d atio n s, D avid a n d Inez Myers F o u n d a tio n , Forest City C h aritab le F o u n d a tio n a n d th e Mt. Sinai H ealth Care F o u n d a tio n . Currently, he is o n th e b o a rd s o f T he M usical Arts A ssociation, G reater C leveland G row th A ssociation, C leveland T om orrow , Jew ish C o m m u n ity F ederation a n d th e C ouncil for Initiatives in Jew ish E ducation, a n d is p a st p re sid e n t o f th e Jewish E ducation C enter o f C leveland. H e has also served as a trustee o f U n ite d W ay Services, Mt. Sinai M edical C enter a n d H aw ken School.

Catharine

Monroe

Lewis

Vice Chairperson Appointed 1994 by the Trustees Committee; reappointed 1997

The Reverend Dr. Otis Moss Jr.

James V. Patton

Jerry Sue Thornton

Jacqueline F. Woods

John Sherwin Jr.

C athy Lewis is vice p re sid e n t a n d co-ow ner o f Resource Careers, a n in te rn a tio n a l co m p a n y specializing in sp o u se e m p lo y m e n t services for dual-career fam ilies. She is a d irec to r a n d p a st p re sid e n t o f R ainbow Babies a n d C h ild ren s H ospital a n d a tru stee o f B aldw in-W allace College, U niversity M ednet, U niversity H ospitals H ealth System , B usiness Advisory C o m m itte e o f th e M andel C en ter for N o n p ro fit O rganizations, a n d th e C en ter fo r In te rn a tio n a l H ealth. She served o n th e C itizens' C o m m itte e o n AIDS/HIV w h ic h devised C leveland's strate足 gy for AIDS prev en tio n , e d u c a tio n a n d service delivery a n d is ch air o f its successor org a n iz a 足 tio n , th e AIDS F u n d in g C ollaborative. She is a grad u ate o f L eadership C leveland a n d re cip ie n t o f th e YWCA's 1992 C areer W o m en o f A chievem ent Award.


J a m e s E. B e n n e t t I I I

Alex M achaskee

J o h n S h e r w i n Jr.

Appointed 1994 by the Trustees Committee

Appointed 1996 by the Chief Justice, Court

Appointed 1996 by the Trustees Committee

Follow ing 30 years at M cKinsey & C om pany, Jim B ennett recently jo in e d KeyCorp as sen io r executive vice p re sid e n t for m ark e tin g a n d strategic m a n a g em e n t. At McKinsey, he served as m an a g in g d irec to r fo r C an ad a, m an a g in g directo r o f th e C lev e lan d /P ittsb u rg h O ffice C om plex, m e m b e r o f th e w o rld w id e Executive C o m m itte e a n d m e m b e r o f th e w orld w id e S h areh o ld ers C o m m ittee. H e is a tru stee o f th e C lev elan d /S an Jose B allet a n d U n ited Way Services. H e serves o n th e V isiting C o m m itte e o f C ase W estern Reserve U niversity's W ea th e rh e ad School o f M a n a g em en t a n d o n th e T rustee C o u n cil o f P hillips Exeter Academ y. H e h o ld s a juris d o c to r degree from H arvard U niversity Law School.

of Appeals, Eighth Judicial District of Ohio

Jack Sherw in is p re sid e n t o f M id -C o n tin e n t Ventures, Inc. H e serves o n th e b o a rd s o f Brush W ellm an Inc. a n d Encelle, Inc. H e is vice c h airm a n o f T he C leveland C linic F o u n d a tio n a n d is a tru stee o f T he H o ld e n A rboretum , John C arroll University, E conom icsA m erica, th e G reat Lakes Science C e n te r a n d W estm in ster School. H e h a s a lo n g in v o lv em en t w ith T he C leveland F o u n d a tio n serving as p re sid e n t o f T he Sherw ick Fund, th e n a tio n 's first su p p o rtin g o rg a n iz atio n , created b y h is fa th e r in 1969.

Alex M achaskee is pub lish er, p re sid en t a n d c h ie f executive officer o f The Plain Dealer. H e serves as vice p re sid e n t o f T he M usical Arts A ssociation a n d is o n th e b o a rd s o f th e O h io Arts C ouncil, C o n v e n tio n a n d V isitors B ureau o f G reater C leveland, th e City C lub F orum F o u n d a tio n , th e G reater C leveland R oundtable, U niversity C ircle In corporated, G reater C leveland G row th A ssociation, C leveland T om orrow , T he N a tio n a l C onference, th e G reat Lakes Science Center, C leveland C ouncil o n W orld Affairs, U n ited W ay Services a n d C leveland Initiative for E ducation, a m o n g others.

Appointed 1995 by the Mayor, City of Cleveland

T h e R e v e r e n d Dr. Ot i s M o s s Jr. D o r i s A. E v a n s , M . D .

Appointed 1998 by the Chief Judge, U.S. District

Appointed 1992 by the Trustees Committee;

Court, Northern District of Ohio

reappointed 1996

Rev. O tis M oss has b e en p a sto r o f O livet In stitu tio n al B aptist C hurch since 1975. N a m ed by Ebony m agazine as o n e o f A m erica's greatest black preachers, h e has b e en involved in th e civil rights m o v em e n t fo r m o re th a n 35 years. A fo u n d in g b o a rd m e m 足 b e r o f th e G reater C leveland R oundtable, he currently chairs th e b o a rd o f trustees o f M o reh o u se College. H e h o ld s th e b a c h e lo r o f arts degree from M o reh o u se College a n d th e m aste r o f d ivinity degree fro m M o reh o u se School o f Religion o f th e In terd e n o m in a tio n a l T heological Center. H e also h o ld s a D o c to r o f M inistry degree fro m U n ited T heological S em inary in D ayton, O h io .

Dr. D oris Evans, a p ed ia tric ia n w h o se private practice em p h a size s preventive health , is an associate clinical pro fesso r o f Pediatrics at C ase W estern Reserve University. T he form er executive d irecto r o f th e G lenville H ealth A ssociation, she is a p a st d irecto r o f A m eritrust C o rp o ra tio n , A m eritrust C o m p an y N a tio n a l A ssociation a n d A m eritrust D e v elo p m en t Bank. She is a d irecto r o f Society N a tio n a l Bank a n d a trustee o f C uyahoga C o m m u n ity College F o u n d a tio n . A m e m b e r o f th e A m erican A cadem y o f Pediatrics, N o rth e rn O h io Pediatric Society a n d C leveland M edical A ssociation, she is also a lifetim e m e m b e r o f th e NAACP a n d an active m e m b e r o f F a irm o u n t P resbyterian C hurch. Dr. Evans h o ld s a n u n d e rg ra d u a te degree fro m th e U niversity o f C hicago a n d a d o c to ra te in m ed ic in e from Case W estern Reserve U niversity.

B e n s o n P. L e e Appointed 1998 by the President of the Federation for Community Planning

B enson Lee is p re sid en t a n d c h ie f executive officer o f T echnology M anagem ent, Inc. H e is a tru stee (em eritu s) o f C ornell University, serving o n th e C ornell Research F o u n d a tio n a n d th e A dvisory B oards o f th e East Asia P rogram a n d D ivision o f B iological Sciences. H e is an advisory m e m b e r o f th e U niversity o f P ennsylvania's B oard o f O verseers o f the S chool o f E ngineering a n d A pplied Sciences a n d chairs th e B ioengineering Advisory C ouncil. Locally, h e is a tru stee o f th e F ederation for C o m m u n ity P la n n in g a n d fo rm e r tru stee o f C leveland S cholarship Program s, Inc. H e w as a fo u n d in g tru stee o f th e C leveland T o m o rro w C e n te r for V enture D ev elo p m en t, n o w E nterprise D evelopm ent, Inc. H e received his b ach e lo r's a n d m aster's degrees in electrical en g in e erin g from C ornell University.

J e r r y Sue Tho rn ton Dr. Jerry Sue T h o rn to n has served as p resid en t o f C uyahoga C o m m u n ity College since 1992. P rior to th a t a p p o in tm e n t, she was p re sid en t o f Lakew ood C o m m u n ity College in W hite Bear Lake, M innesota. She is a m e m b e r o f th e G reater C leveland G row th A ssociation, co-chairs th e E m p o w erm en t Z o n e C itizens' Advisory C om m ittee, serves as vice ch airp er足 so n o f th e St. V incent Q uadrangle, Inc. a n d th e M inority E conom ic O p p o rtu n ity Center, a n d is a tru stee o f n u m e ro u s o th e r c o m m u n ity org an izatio n s in clu d in g U n ited Way Services, th e Rock a n d Roll H all o f Fam e a n d M useum a n d th e G reater C leveland R oundtable. She is also a trustee o f A pplied Industrial T echnologies a n d N a tio n a l City Bank.

Jacqueline

F. W o o d s

Appointed 1998 by the Trustees Committee

J a m e s V. P a t t o n Appointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995

Jim P a tto n is a retired vice p re sid e n t o f Blue Cross a n d Blue S hield o f O h io , a n d now serves as a c o n su lta n t in g o v e rn m e n t rela足 tions, h e alth policies a n d b u sin ess affairs. He has served o n th e executive c o m m itte e o f th e N atio n al F o u n d a tio n o f th e M arch o f D im es, C uyahoga C o u n ty D ivision; th e C leveland A cadem y o f M edicine's C ost C o n ta in m e n t C o m m itte e o n H e alth E ducation; as vice c h airm a n o f n ew b u sin e ss d e v e lo p m e n t for U n ited W ay Services; a n d c h a irm a n o f th e City o f W estlake's A ssessm ent E qualization Board. H e is a m e m b e r o f th e G reater C leveland G row th A ssociation. H e has also served o n th e b o a rd o f directors o f th e C leveland A dvertising Club, th e advisory b o a rd o f C ath o lic Social Services o f C uyahoga C o u n ty a n d as tru stee o f th e A m erican C ancer Society, C uyahoga C o u n ty D ivision.

Jackie W oods is p re sid en t o f A m eritech O h io . She serves as c h air o f th e G reat Lakes Science C enter a n d vice c h airp erso n o f T he N a tio n a l C onference. She is o n th e b o a rd s o f th e G reater C leveland C h a p te r o f th e A m erican Red Cross, th e O h io B usiness R oundtable, th e G reater C leveland R oundtable, C leveland T om orrow , P layhouse S quare F o u n d a tio n , th e O h io F o u n d a tio n o f In d e p e n d e n t Colleges, T he M usical Arts A ssociation, T he O h io State U niversity F o u n d a tio n a n d M uskingum College. She co-chairs O h io 's School to W ork Initiative, w h ic h is h e lp in g e q u ip th e state's w orkforce w ith th e skills n e ed e d for th e tw enty-first century. She is a g ra d u ate o f M u skingum College.


EXECUTIVE OFFICERS S t e v e n A. M i n t e r Executive Director/President Steven A. Minter

Susan Lajoie Eagan

Joined the staff in 1975 Steve M inter has served since 1984 as the F oundation's seventh chief executive officer. H e form erly was M assachusetts C om m issioner o f Public Welfare and the first U nder Secretary o f the U nited States D epartm ent o f Education. He currently is a trustee o f The Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center a n d The College o f Wooster, as well as a director o f several corporations. He also serves in a n u m b er o f national and regional organizations. H e is a graduate o f Baldwin-Wallace College a n d holds a m aster's degree in social adm inis足 tration from Case W estern Reserve University.

Susan Lajoie Eagan

Goldie K. Alvis

Michael J. Hoffmann

Marjorie M. Carlson

W illiam S. McKersie

Kathleen A. Cerveny

Stephen Rowan

Barbara Deerhake

Jay Talbot

Robert E. Eckardt

Lynne E. Woodman

Associate Director

Joined the staff in 1978 Susan Eagan oversees all grantm aking a n d other F oundation program m atic activities. She currentiy co-chairs th e O h io C ourts Futures C om m ission a n d serves o n th e boards o f W om en & Philanthropy and Leadership Cleveland. She also has held significant leadership p ositions in several ph ilan th ro p ic organiza足 tions, including D onors Forum o f O hio a n d the Forum o f Regional Associations o f G rantm akers. She holds a Ph.D. in public policy from the John F. Kennedy School o f G overnm ent at Harvard University a n d has tau g h t at th e University o f Massachusetts. J.T. Mullen

J.T. M u l l e n Chief Financial Officer/Treasurer

loined the staff in 1987 J.T. M ullen is responsible for the F o undation's investm ent, financial reporting a n d in fo rm atio n system s. A form er m an ag er w ith A rthur Young & C om pany, he also w orked for th e Board o f C uyahoga C ounty C om m issioners. Currently, he serves o n th e boards o f Catholic Charities Foundation a n d D o n o rs Forum o f O hio. J.T. h o ld s a bachelor's degree in business a d m in istra tio n from Cleveland State University. Roberta W. Allport

R o b e r t a W. A l l p o r t Administrative Officer Program Officer, Philanthropic Sector

Joined the staff in 1987 R oberta A llport is project d irecto r for th e T eaching L eadership C o n so rtiu m -O h io , serves o n th e D o nors F orum o f O h io C o m m u n ity F o u n d a tio n s C om m ittee, a n d is a n advisory b o a rd m e m b e r o f th e V olunteer T rustee Institute. She h o ld s a b a ch e 足 lor's degree in literature a n d p o litical science from G ettysburg College a n d a m aster's degree in u rb a n studies from C leveland State University.


S E N I O R STAFF G o l d i e K. A l v i s

R o b e r t E. E c k a r d t

Senior Program Officer, Social Services

Senior Program Officer, Health

Senior Program Officer, Civic Affairs

Joined the staff in 1985 G o ld ie Alvis co-chairs th e G ran tm ak ers Forum Ad H oc F unders C o m m itte e o n H u n g er a n d H o m elessn ess a n d th e C uyahoga C o u n ty H u m a n Services p la n n in g c o m m itte e advising o n w elfare reform im p le m e n ta tio n . She h o ld s a m aster's degree in social a d m in istra tio n from th e M andel School o f A pplied Social Sciences at Case W estern Reserve U niversity a n d a juris d o c to r degree from C levelandM arshall C ollege o f Law.

M anager of Grant Evaluation

M anager of Special Projects

Joined the sta ff in 1982 Bob E ckardt m anages g ra n tm ak in g in health, aging a n d e n v iro n m e n ta l affairs a n d oversees g ran t m o n ito rin g a n d e v aluation. H e serves o n th e b o a rd s o f Funders C o n cern ed A bout AIDS, G rantm akers in Aging a n d chairs th e G rantm akers E valuation N etw ork. H e h o ld s a certificate in gero n to lo g y a n d a d o c to ra te in p u b lic h e alth w ith a specialty in h ealth policy from th e U niversity o f M ichigan.

Joined the sta ff in 1984 Jay T albot m an ag es th e F o u n d a tio n 's p ro g ram activities in civic affairs, oversees g ra n tm ak in g in Findlay a n d H ancock C o u n ty a n d m an ag es special in te rd isc ip lin ary projects. H e is a b o a rd m e m b e r o f th e Village C apital C o rp o ra tio n a n d is active in th e G reater C leveland G row th A ssociation's Jobs a n d W orkforce Initiative. H e h o ld s a m aste r o f b u sin ess a d m in istra tio n fro m Xavier University.

Marjorie

M. Carlson

M i c h a e l J. H o f f m a n n

Director of Development

Senior Program Officer, Philanthropic Services

Joined the staff in 1986 M arge C arlson is th e F o u n d a tio n 's prim ary lia iso n to d o n o rs. She is a d irecto r o f M e tro p o lita n Savings B ank a n d tru stee o f T he M usical Arts A ssociation, P layhouse Square F o u n d a tio n a n d T he College o f W ooster. She also serves o n th e b o a rd o f directors o f th e N a tio n a l C o m m itte e o n P la n n ed Giving. She h o ld s a m aster's degree in speech p ath o lo g y from Case W estern Reserve University.

Joined the staff in 1981 M ichael H o ffm an n is principal staff to th e Lake-G eauga F und, six o f th e F o u n d a tio n 's e ight su p p o rtin g o rganizations, a n d several d o n o r-ad v iso r funds. A fo rm er trea su re r o f th e C leveland P ublic Schools, h e h o ld s a m aster o f b usiness a d m in istra tio n from Case W estern Reserve University.

W illiam

S. M c K e r s i e

Senior Program Officer, Education

K a t h l e e n A. C e r v e n y Senior Program Officer, Cultural Affairs

Joined the sta ff in 1991 K athleen C erveny has b e e n a w o rk in g artist, educator, d e v elo p m en t officer a n d aw ard-w inn in g p ro d u c e r o f arts p ro g ra m m in g for p u b lic rad io sta tio n W CPN. A g rad u ate o f th e C leveland In stitu te o f Art, she has e xhibited h e r a rtw ork nationally. She is a past b o a rd p re sid e n t o f O h io D esigner C raftsm en a n d c u rren tly is a tru stee o f G ran tm ak ers in the Arts, a n a tio n a l service o rganization.

Joined the staff in 1997 Bill McKersie, a fo rm er se n io r p rogram officer for e d u ca tio n a t T he Joyce F o u n d a tio n , is lead a u th o r o f a c h ap ter in T he N inety T h ird A m erican A ssem bly's The Future of Philanthropy in a Changing America a n d a p o sitio n p a p e r Local Philanthropy Matters: Pressing Issues for Research and Practice. He h o ld s a d o c to ra te in e d u ca tio n from the U niversity o f C hicago.

Stephen

Rowan

Assistant Director of Development

Barbara

Deerhake

Director, Findlay-Hancock County Community Foundation Program Officer, The L. Dale Dorney Fund

Joined the staff in 1987 B arbara D eerhake is d irecto r o f th e FindlayH ancock C o u n ty C o m m u n ity F o u n d a tio n a n d m anages g ra n tm ak in g from th e L. D ale D orney F und. She is a p ast p re sid en t o f the F indlay Service League a n d th e U n ited Way o f H ancock C ounty, w h ic h n a m e d h e r 1995 V olunteer o f th e Year. She h o ld s a m aster's degree in h o m e e co n o m ics e d u c a tio n from T he O h io State University.

Jay Talbot

Program Officer, Economic Development

Joined the sta ff in 1996 S tep h en Rowan w as form erly a p a rtn e r o f U lm er & Berne, LLP a n d c h ie f d e p u ty a d m in istra to r o f th e B oard o f C uyahoga C o u n ty C om m issioners. H e is a trustee o f th e C leveland-C uyahoga C o u n ty Port A uth o rity a n d th e C leveland-M arshall C ollege o f Law A lu m n i A ssociation. H e is a grad u ate o f C leveland-M arshall C ollege o f Law a n d T rinity T heological Sem inary.

L y n n e E. W o o d m a n Director of Communications

Joined the sta ff in 1993 L ynne W o o d m a n has b e e n a professional m usician, jo u rn a list a n d educator, a n d w orked in co rp o ra te a n d n o n p ro fit c o m m u n i足 cations. She co-chairs th e D o n o rs Forum o f O h io Statew ide C o m m u n ic a tio n s C o m m itte e a n d is a m e m b e r o f several n a tio n a l p ro fes足 sional organ izatio n s. She h o ld s a b ach elo r's degree in m usic from O h io W esleyan U niversity a n d a m aster o f bu sin ess a d m in is足 tra tio n from Case W estern Reserve U niversity's W eath erh ead School.


PRIORITIES CIVIC AFFAIRS ►

Civic Affairs and Economic Development

Improving neighborhood quality of life

Supporting community development planning

Promoting w orkforce development

ivic affairs an d econom ic develop­ m e n t grantm aking in 1997 focused o n three key them es: providing jobs for G reater Clevelanders, particularly those living in the in n er city; co n tin u in g C leveland's dow n to w n redevelopm ent; and retain in g an d expanding n eig h b o rh o o d based m anufacturing com panies. The City o f Cleveland suffers significantly higher u n em ploym ent rates th an those o f sur­ ro unding com m unities. The Greater Cleveland G row th Association's Jobs an d W orkforce Initiative received support for "one-stop" shops th at m atch individual skills w ith job openings and provide inform ation to help the unem ployed find m eaningful work. We also aw arded grants to Vocational G uidance Services, Youth O pportunities U nlim ited and H ard H atted W om en o f Cleveland for job training an d placem ent program s. A grant to C leveland T om orrow su p p o rt­ ed u p d ates to the Civic Vision 2000 and Beyond m aster p lan for th e city's revitaliza­ tion. O riginally developed in th e 1980s, Civic Vision today is reco m m en d in g new approaches to housing, retail o p eratio n s and v isitor attractions. A m ajo r focus is a m ore direct linkage betw een the lakefront and

C

1997 Civic Affairs Grants and Program-Related Investment: $4,667,598

ECONOMIC DEVELOPMENT ►

Stim ulating governm ent/ business partnerships

Strengthening institutional capacity

Supporting programs to assist entrepreneurs

do w n to w n central business district. A nother g rant en ab led U niversity Circle In co rp o rated to analyze tran sp o rta tio n a n d transito rien ted d ev elo p m en t in C leveland's east side cultural center. Four years ago th e city estab lish ed th e C leveland In d u strial R etention Initiative (CIRI) to keep a n d grow C leveland-based firms, especially m anufacturers. In p a rtn e r­ ship w ith o th er funders, th e F o u n d atio n has u n d erw ritte n th e program 's op eratio n s. In 1997 we su p p o rte d an analysis o f CIRI th a t d em o n strate d th e four-year-old p rogram 's positive im pact. The City o f C leveland will n ow assum e responsibility for CIRI, w hich w ill create a cityw ide policy for eco n o m ic d ev elo p m en t at th e n e ig h b o rh o o d level.

1997 Economic Development Grants: $1,034,944


I I]

Cleveland Development Foundation Cleveland Enterprise Group RIGHT: Small business development LEFT/BELOW: Job training

The Ohio State University Foundation Master Gardener Program

N eighborhood revitalization rem ains an ongoing F oundation concern. N eighborhood Progress, Inc. received support to test m odel h o m e repair program s in three Cleveland neig h b o rh o o d s and for its efforts to address th e issue o f brownfields, environm entally unclean sites w hich m ay retard redevelopm ent. Because econom ic grow th is n o t b o u n d by city o r co u n ty lines, we su pported a partner足 ship o f business organizations - Greater Cleveland G row th Association, Cleveland T om orrow an d th e Akron Regional D evelopm ent Board - to investigate ways to grow th e region's econom y. Their w ork should stim ulate private sector collaborations in key industrial sectors a n d help to create new jobs. C leveland b o asts attractions th a t c o n tin 足 u e to draw grow ing n u m b ers o f visitors fro m o u tsid e th e region. A g rant to the O h io C anal C o rrid o r w ill su p p o rt d ev elo p m en t o f an 8 7-m ile-long recreational area stretching s o u th 足 w ard from C leveland. C ongress n am ed th e canal ro u te a N ational Heritage C orridor in 1996; this designation enabled th e C orridor to receive $ 1 m illion in federal funds to su p p o rt trailbuilding, historic preservation and structural developm ent projects.

Cuyahoga Valley Environmental Education Center

MidTown Cleveland, Inc. Land banking initiative


Cultural Affairs

Cleveland Center for Contemporary Art

Committee for Public Art

Cuyahoga Community College's Showtim e at High Noon Peking Opera

The Cleveland Museum of Art


H . ' .

' ■

■ au n c h in g T he C o m m u n ity P artnership I for Arts an d C ulture was 1997's cen^ ^ B t r a l activity in cultural affairs. The P artn ersh ip is charged w ith crafting C leveland's first cultural plan, a regional effort to guide th e future o f o u r arts an d cultural co m m unity. The process has three objectives: • Integrating th e arts in to civic p lan n in g by m ak in g cu lture an equal p artn e r w ith business, ed u cation, lab o r a n d gov­ ern m en t. C leveland is o n e o f few m ajor cultural centers w ith o u t an arts council to rep resen t cu lture at th e civic table. • Broadening su p p o rt for the arts by finding new ways to sustain the region's arts and cultural activities long into the future. Cleveland is am o n g the few cities w ith no broad-based local public support o f the arts. • E nabling m ore residents a n d visitors to p articip ate in C leveland's rich a n d diverse cultural life. T he p la n n in g process includes represen­ tatives from a b ro a d range o f c o m m u n ity interests. Research will occupy m o st o f 1998, an d th e action p lan is expected in m id-1999. The C om m u n ity Partnership for Arts and C ulture is a direct outgrow th o f recom m enda­ tions presented in late 1996 by The Cleveland Foundation Civic Study C om m ission on the Perform ing Arts. The Study C om m ission's report was th e first com prehensive exam ina­ tio n o f Cleveland's arts and cultural co m m u n ity since the late 1970s. A n o th er 1997 lan d m ark was the F o u n d atio n 's largest grant ever, $4 m illio n to P layhouse Square F oundation. The m u lti­ year aw ard enab les P layhouse Square to

1997 Cultural Affairs Grants: $8,242,487

offer rent-free p erform ance venues to its res­ id en t c o m p a n ie s -C le v e la n d Ballet, C leveland O pera, DANCECleveland, G reat Lakes T heater Festival an d O h io Ballet - an d to renovate th e Allen Theater. C o m p le tio n o f th e A llen will m ake P layhouse Square the n a tio n 's largest restored th eater com plex. In an effort to increase access to th e region's cultural resources, arts o rganiza­ tio n s are reaching in to new a n d b ro a d er segm ents o f th e com m unity. We su p p o rted arts particip atio n efforts by such diverse groups as th e G reat Lakes Science Center, The C leveland M useum o f Art, N o rth east O h io Jazz Society a n d th e C leveland State U niversity dance program . The C leveland F o u n d atio n Civic Study C o m m issio n o n th e Perform ing Arts exam ined issues o f risk, overall su stain ­ ability a n d g o o d o perating practices for arts organizations. The F o u n d atio n increasingly is focusing o n h ow best to b u ild healthy organizations th e co m m u n ity can sustain for th e future, a n d encouraging local arts an d cultural organizations to explore the sam e issues. G rants help ed Inventure Place, C leveland P ublic Theatre, Inc., G reat Lakes Science Center, The C leveland Play H ouse an d th e C leveland C enter for C o n tem p o rary Art develop o r im p le m e n t strategic plan s to strengthen th e ir operations.

PRIORITIES ►

Broadening support for the arts

Strengthening arts education and access

Increasing arts participation

M arketing Cleveland's arts and culture


• S u pporting th e im p le m e n ta tio n o f prom ising school reform policies

Education he C leveland F o u n d atio n seeks to im prove the teaching a n d learning o f y o u th a n d adults. The year 1997 was m arked by tran sitio n in education, b o th for the co m m u n ity an d th e F oundation. A n u m b e r o f concurrent reform s are taking place in local public education. The State o f O h io enacted legislation for a new governance m odel for th e C leveland Public Schools calling for th e m ayor to ap p o in t a chief executive officer a n d n in e-m e m b e r b o ard o f education. O th er reform s include in stitu tin g state a n d district achievem ent standards a n d proficiency testing; decentral­ ization o f certain m an ag e m en t and ed u catio n al responsibilities; a law aim ing to o p en co m m u n ity schools, a new form o f p ublic education; a n d the country's largest v o ucher program , allow ing stu d en ts to attend private schools w ith public funds. Cleveland is th e o n ly city w here all o f these m easures are playing o u t at the sam e time. We are refining o u r edu catio n strategies to b u ild on good w ork o f the p ast w hile m eeting new needs. Four th em es will guide o u r efforts in future years:

T

12

• S u pporting com prehensive efforts to strengthen leadership, teaching an d p aren t involvem ent at th e school and co m m u n ity level • H elping th e c o m m u n ity anticipate a n d ad a p t to new approaches to th e governance, o rg an izatio n a n d delivery o f p u b lic education • F unding high quality direct service program s, including scholarships, for y o u th an d adults The C leveland S um m it o n E ducation an d th e C leveland Initiative for E ducation (CIE), received su p p o rt for services w hich address several o f th e above them es. The S u m m it received fu n d in g for its o n g o in g school

PRIORITIES ►

Reforming governance in Cleveland Public Schools

Improving teaching and learning in area schools

Responding to higher education needs


A Cultural Exchange 100 Men Heading

reform efforts a n d for its Safe, Secure and O rderly Schools program . This initiative will su p p o rt safety p lan s at schools a n d strategies for ad dressing districtw ide barriers to a positive school clim ate. T he F o u n d atio n su p p o rted CIE's program s in clu d in g professio nal d ev elo p m en t activities for p rincipals an d adm inistrators. A nother g ran t fu n d e d CIE's G atew ay to Excellence, a p o st-seco n d ary sch o larship program ad m in is­ tered by C leveland S cholarship Program s for eligible C leveland P ublic Schools students. F o u n d atio n activities in h ig h er education focused o n h elp in g area colleges a n d universi­ ties m eet th eir m o st critical needs an d challenges. We su p p o rted C leveland State U niversity's P resident's Initiative Fund w hich allow s th e U niversity to c o n tin u e its advances in new teach in g m eth o d s, stu d en t su p p o rt ser­ vices a n d cam pus clim ate. The grant will h elp th e U niversity be flexible in seizing new o p p o r­ tu n ities as th ey arise. We are in terested in linking hig h er educa­ tio n w ith critical precollegiate concerns, and fu n d e d co llab o ratio n s a m o n g local university faculty a n d school teachers. A grant to East C leveland City Schools su p p o rts a p artn e rsh ip betw een faculty o f Case W estern Reserve U niversity a n d Kirk M iddle School. The p ro g ram is designed to cultivate m en to rin g relatio n sh ip s, im prove teaching a n d ultim ately en h a n ce stu d e n t u n d erstan d in g .

Cleveland Public Schools B ald w in -W a llace College 7g Students Become World

is project


LEFT: United Cerebral Palsy Association of Greater Cleveland, Inc. Adaptive Technologies Center BELOW: Cleveland Hearing and Speech Center

Health h e h ea lth care en v iro n m e n t continues to u n d erg o rapid an d p ro fo u n d change. Pressures for efficiency, cost c o n ta in 足 m e n t a n d quality o f care have resulted in a shift to a m an aged care system. In 1997 the F o u n d atio n c o n tin u ed to su p p o rt G reater C leveland's tran sitio n to m anaged care by h elp in g agencies test new m odels o f health care delivery. Six agencies received grants in 1997 to identify th e ir strengths a n d w eaknesses as a first step tow ard altering th eir delivery struc足 tures. The org anizations ranged from a sm aller agency p ro v id ing substance abuse services, to a p artn e rsh ip betw een th e A lzheim er's Disease a n d Related D isorders A ssociation a n d Kaiser P erm anente, th e n a tio n 's largest m anaged care delivery system. Several lessons are expected from the co llab o ratio n : h ow th e h ealth care needs o f p atien ts w ith A lzheim er's can best b e m et in a m an ag ed care env iro n m en t, an d how the A ssociation's services can be integrated into a separate m an ag ed care organization. The p roject sh o u ld pro d u ce a m o d el o f h ow differ足 en t o rg an izations can w ork together using

T


Concordia Care

PRIORITIES ►

th eir individual strengths. C hronic disease is a grow ing p ro b ­ lem . In 1995, 99 m illio n persons h ad chronic co n d i­ tions; th at n u m b e r is expected to increase to 134 m illio n by Neighborhood Family th e year 2020. Area Practice providers m u st find ways to ensure ap p ro p riate levels o f care for p erso n s w ith ch ro n ic co n d itio n s u n d e r m a n ­ aged care. C o n co rd ia Care, a new n o n p ro fit p a rtn e r­ sh ip co rp o ratio n b etw een T he B enjam in Rose In stitu te a n d Sisters o f H um ility, received a g ran t to d o just that. C oncordia is testing a n ew ap p ro ach for o ld er persons w ith chronic disabilities, u sin g ex panded client services, p ro vider flexibility, strong case m an ag e m en t a n d a cap itated p ay m en t system . If th e m odel is successful, th e im p aired elderly can be cared for in th eir hom es, at low er cost th a n trad itio n al n u rsin g h o m e care. In C uyahoga C o u n ty alone, 51,000 ch il­ dren are ch ro n ically ill; all have increased risk for co m p licatio n s, repeat h o sp italiz a­ tions, academ ic delays, psychosocial difficulties a n d early death. Yet m an y o f these p ro b lem s are prev en table if th e children

Supporting health care for indigent and uninsured

Improving care for people w ith chronic conditions

Aiding community transition to managed care/capitation

receive adequate, com prehensive care. U niversity H ospitals received a grant for the C enter for C hildren's C hronic Illness at R ainbow Babies a n d C hildrens H ospital. The C enter p lan s to b rin g its program s in to th e h o m es o f area children w h o have chronic illnesses, particularly asth m a a n d diabetes. Changes in the health care industry may affect an individual’s access to health care. In 1997 the F oundation supported two agencies offering health care to the underserved: the Olivet H ousing and C om m unity D evelopm ent C orporation's H ealth Education Institute in the Fairfax neighborhood, and N eighborhood Family Practice o n the near west side. For m any uninsured or underinsured residents, these agencies are their only source for health care.


Social Services

n 1996 federal legislation en d ed Aid to Fam ilies w ith D e p en d en t C hildren, th e n a tio n 's benefit program for p o o r fam ilies. Each state is n o w responsible for im p le m e n tin g w elfare reform policies a n d d eterm in in g how federal dollars are spent. In 1997 O h io enacted O h io H ouse Bill 408, its w elfare reform legisla足 tion; key provisions include a 3 0 -h o u r p er w eek w ork re q u irem en t an d a 3 6 -m o n th tim e lim it o n p u b lic assistance. This significant p o licy sh ift has b een th e im petus for m an y o f th e com m unity's, an d the F oundation's, social services activities this year. As m ore w elfare recipients en ter th e w o rk 足 force, d em an d is rising for services such as child care, m eal program s a n d after-school

i

1997 Social Services Grants: $5,986,059 Goodrich-Gannett Neighborhood Center Youth services program

City of Shaker Heights Early childhood resource center a t Moreland Greens


activities for y o u th. Affordable, accessible ch ild care is o n e o f th e m o st u rgent needs. G reater C leveland is challenged w ith quickly increasing th e n u m b e r o f day care providers, w h ile en su rin g a hig h level o f q u ality an d safety for children. T hree o rg anizations p ro ­ v id in g train in g for day care providers - Early C h ild h o o d O p tio ns, O h io H unger Taskforce, a n d Resources a n d Instru ctio n for Staff Excellence Inc. - received F o u n d atio n fu n d in g for th is purpose. O n e o f th e early effects o f w elfare reform has b een a n increased d e m a n d for h u n g er program s. N o rth co ast Food Rescue recovers fo o d from caterers, restaurants a n d fo o d w holesalers a n d distributes it to 34 h o t m eal pro g ram s th ro u g h o u t N o rth east O hio. The F o u n d atio n m ad e a grant to h elp N orthcoast Food Rescue ex p and a n d b ecom e a central­ ized m eal p re p ara tio n site for th e city's en tire em ergency food service system. The exp an sio n will nearly d o u b le th e program 's capacity a n d is an efficient way to address th e co m m u n ity 's h u n g er needs. As paren ts fulfill w ork requirem ents, th e ir ch ild ren n eed structured, supervised activities. The F o u n d atio n m ade grants to G o o d rich -G an n ett N eig h b o rh o o d Center, the Board o f C uyahoga C o u n ty C om m issioners' su m m er y o u th program , th e City o f East C leveland's M artin Luther King Civic C enter a n d th e G reater C leveland N e ig h b o rh o o d C enters A ssociation to provide y o u th activi­ ties in various n eig h b o rh o o d s.

In o rd er to have relevant data o n th e local im p act o f w elfare reform , th e F o u n d atio n m ade a grant to M anpow er D e m o n stra tio n Research for its D evolution a n d U rban C hange study. This assessm ent o f w elfare reform 's effect o n p o o r n e ig h b o rh o o d s an d low in co m e fam ilies w ill im prove program s an d in fo rm future policy developm ent. In an ticip atio n o f increased d e m a n d o n services, th e F o u n d atio n provided su p p o rt to a n u m b e r o f agencies seeking to b u ild th eir service infrastructure o r organ izatio n al capac­ ity. For exam ple, a grant to th e C enter for Fam ilies a n d C h ild ren for its C hild an d Fam ily Resource C enter w ill h elp m eet grow ing needs o n C leveland's east side an d p o sitio n th e agency for success in th e em erging social services env iro n m en t.

Youth Visions, Inc. Regional Youth Media Empowerment program

PRIORITIES ►

Strengthening fam ilies

Building organizational capacity

Assisting the chronically poor

Helping agencies respond to public policy changes


Geographic Funds e m an ag e tw o funds dedicated to geographic areas: o n e to Lake a n d G eauga c o u n ­ ties, th e o th e r to th e city o f Findlay a n d H ancock County.

W

i/

Philanthropic Sector e su p p o rt the cause o f p h ilan th ro p y at natio n al, state and local levels to help b u ild a strong co m m u n ity fo u n d a tio n field an d n o n p ro fit sector.

W

O u r staff serves o n b o ard s a n d c o m m it­ tees o f th e C ouncil o n F oundations, In d e p e n d e n t Sector, th e Forum o f Regional A ssociations o f G rantm akers, The F o u n d atio n C enter a n d D onors F orum o f O hio, a m o n g others. A 1997 grant su p p o rted the Strategic Alliance C om m ittee, a co n so r­ tiu m o f co m m u n ity fo u n d a tio n s exploring o p p o rtu n itie s for co llab o ratio n to reduce costs a n d gain efficiencies o f scale. We su p p o rt tw o local organ izatio n s serv­ ing grantm akers a n d grantseekers: • The F o u n d atio n C enter's Kent H. Sm ith Library provides free in fo rm atio n o n p h il­ a n th ro p y to agencies a n d individuals. • G rantm akers F orum provides research, p ro ­ gram s a n d o th er su p p o rt to fo u n d a tio n s a n d co rporate giving program s.

1997 Philanthropic Sector Grants: $1,711,942


Lake-Geauga Fund

T he F o u n d a tio n estab lish ed th e Lake-Geauga F u n d in 1987 to h elp m eet grow ing needs in exten d ed G reater C leveland. Led by a co m ­ m ittee o f civic leaders w h o live in Lake or G eauga County, th e Fund in 1997 aw arded g rants to a diverse set o f program s. W estern Reserve C ounseling Service received su p p o rt for a collaborative program w ith C atholic C harities a n d Painesville M unicipal C o u rt to reduce fam ily violence by w orking w ith m en charged w ith dom estic abuse. A n o th er g ran t h elp ed to ensure th at Lake a n d G eauga co unties will b e in clu d ed in a co m p reh en siv e analysis o f regional strengths a n d w eaknesses co n d u cted by C itizens League Research Institute. As u rb a n spraw l reaches in to rural areas, issues o f o p e n space b ecom e m o re urgent. A F und g rant will h elp W estern Reserve RC&D p u b lish m o d el ordinances th a t com ­ m u n ities m ay use for conserving farm land a n d o p en space.

Findlay-Hancock County Community Foundation

W hen Findlay resident L. Dale D orney left his co m m u n ity a bequest in 1976, he h o p e d th at one day his fund m ight seed a new co m m u n i­ ty foundation. Indeed it has: 1997 m arked 20 years o f D orney Fund grantm aking and the fifth anniversary o f the Findlay-H ancock C ounty C o m m u n ity F oundation (FHCCF). In on ly five years, th e FHCCF has grow n to $6.5 m illion. D uring 1997 th e D orney F und a n d th e FHCCF to g eth er aw arded grants o f m ore th a n $210,000. The level o f success has led sim ilar O h io co m m u n ities to lo o k at Findlay a n d H ancock C o u n ty as a m odel o n w h ich they m ig h t b u ild th eir ow n co m m u n ity fo u n d atio n s. As assets grow, so does stew ardship responsibility. The FHCCF h a d its first fin an ­ cial perform ance review, im plem ented a stream lined accounting system a n d developed a spending policy th at w ill determ ine annual grantm aking dollars available to the co m m u ­ nity and allow for grow th o f the funds.

L. Dale Dorney

Awards

T he F o u n d atio n adm inisters tw o annual aw ard pro g ram s established by Cleveland p h ila n th ro p is t an d civic leader Edith A nisfield Wolf. T he A nisfield-W olf M em orial Award for O u tstan d in g C o m m u n ity Service, a $10,000 prize ad m in iste red by th e F ederation for C o m m u n ity P lanning, goes to a C levelandarea n o n p ro fit o rg an ization. The 1998 w in n er is Providence House, w hich has cared for m o re th a n 10,000 infants a n d toddlers rem oved from crisis situations. The A nisfield-W olf Book Awards recog­ nize b o o k s th a t explore racial prejudice or celebrate h u m a n diversity. For m any years the Awards w ere a m o n g th e few n a tio n al prizes to w h ich w riters o f co lo r co u ld aspire. The 1997 w in n ers were Jam aica Kincaid's fictional The Autobiography o f M y Mother an d

Jam es M cBride's The Color o f Water, a biography o f his m other. A lbert Murray, a distinguished w riter a n d educator, received a Lifetim e A chievem ent Award. Dr. H enry Louis Gates Jr., chair o f AfroA m erican Studies at H arvard University, chairs th e Awards jury, w hich includes Rita Dove, C o m m o n w ealth Professor o f English at th e U niversity o f Virginia; S tephen Jay G ould, professor o f geology at Harvard; Joyce C arol Oates, professor o f h u m a n i­ ties at P rinceton University; a n d S im on Scham a, professor o f h u m an itie s at C o lu m b ia University.

Providence House, Inc.


W e are deeply grateful to the thousands

A Gift of Any Size

of donors who have built The Cleveland

M any p eo p le give to G reater C leveland in h o n o r o f a special occasion: a w edding, birthday, anniversary o r m em orial. O thers give sim ply to return so m eth in g to th eir com m unity. You m ay give to a p a r­ ticular area th a t interests you, o r to th e b ro ad est range o f co m m u n ity needs. You m ay give using cash, securities, life insurance, real estate o r o th e r personal property.

Foundation since its inception in 1914. Their gifts, ranging from a few dollars to millions, w ork to improve the quality of life in Greater Cleveland today and for generations to come.

OUR D E V E L O P M E N T PHILOSOPHY

W e w elco m e gifts of any size from donors of diverse backgrounds and means.

and integrity in respecting donors' intent. W e ensure that gifts given today w ill remain relevant in the future.

20

Any amount The sim plest gift is a b eq u e st th at directs a fixed n u m b e r o f dollars or a percentage o f y o u r estate to The C leveland F oundation .

W e strive for the highest standards of careful stewardship

Bequest

W e encourage gifts permitting creative and fle x ib le responses to community needs.

Named Fund

A gift o f $10,000 You m ay establish a p e rm a n e n t fund in any n am e y o u choose. If yo u p re­ fer, y o u m ay give over th e course o f several years u n til th e fu n d reaches th e size y o u w ish.


Charitable Gift Annuity

Donor-Advisor Fund

Supporting Organization

A gift o f $10,000 W h en y o u establish a charitable gift annuity, y ou receive lifetim e incom e from y o u r gift. After death, th e u n u sed p o rtio n o f y our gift rem ains w ith th e F o u n d atio n as a p e rm a n e n t fu n d for unrestricted g rantm aking in any n a m e y o u have chosen.

A gift of $50,000 As a d o n o r advisor, you m ay m ake an n u a l re co m m en d atio n s o n grants from your fu n d - up to 6 percent o f the fund's m arket value. The fund exists for y o u r lifetim e an d th a t o f y o u r spouse, o r 25 years, w hichever is longer. W hen gifts to th e fu n d reach $250,000 y o u r children m ay m ake grant re co m m en d atio n s for a specified perio d o f tim e. W hen your fam ily's involvem ent ends, th e fund co n tin u es in your nam e.

A gift o f $2 million You, y o u r fam ily o r a private fo u n d a ­ tio n m ay create a su p p o rtin g org an izatio n o f th e F o u n d atio n , a special fu n d w ith its ow n g ra n tm a k ­ ing a n d b o a rd o f trustees. The su p p o rtin g o rg an izatio n benefits from th e F o u n d atio n 's professio n al a n d adm inistrative services an d favorable tax status. You m ay choose the trustee b a n k o r in v estm en t m a n ­ ager to m anage th e fu n d 's assets.

Community Pooled Income Fund

A gift o f $10,000 T his fu n d co m b in es y o u r gift w ith o th ers for in v estm en t a n d ad m in is­ trative purposes. You receive lifetim e in co m e b ase d o n th e n u m b e r o f shares y o u h o ld a n d fu n d perfor­ m ance. After d eath, y o u r shares establish a p e rm a n e n t fu n d in any n am e yo u have chosen. Charitable Life Insurance

M inim um face value $25,000 Like m any do n o rs, you m ay find you can m ake a larger gift by using life insurance. S im ply secure o r transfer a policy a n d n am e th e F o u n d atio n as o w n er a n d beneficiary. Your p re­ m iu m s are tax-deductible. W hen the policy is redeem ed, we establish a p e rm a n e n t fu n d in any n am e you have chosen.

Charitable Remainder Trust

A gift of $100,000 In this type o f trust, y o u transfer pro p erty to a trustee b u t retain the right to receive lifetim e incom e. After death, th e F o u n d atio n uses the principal to establish a p erm a n en t fu n d in y o u r nam e, w ith th e incom e directed as you have chosen.

21


Goff Society

As o f March 31, 1998

Members of the Goff Society have

Mr. and Mrs. M. Roger Clapp

Mr. and Mrs. Tom H. Lang

established permanent named

Mrs. Kenneth Clem ent

Cathy and John Lewis

funds, donor-advisor funds or sup足

Barbara J. Decker

Eleanor M. Lewis and Wayne H. Lewis*

porting organizations, or have made

James M. and Ann M. Delaney

Elmer L. Lindseth

cumulative gifts of $10,000 or more.

Jim and Isabelle Dunlap

Robert R. Lucas

W e are grateful to each of them.

Susan Lajoie Eagan

Ruth A. Lutz*

Doris Anita Evans, M.D.

Mrs. Leonard G. Martien

Mrs. W illiam Harry Alexander

Mr. and Mrs. Nicholas J. Federico

Mrs. J. Denny May

Fred J. Ball and Elizabeth S. Ball

John Gabel

T hornton D. and Penny P. M cDonough

Mai and Lea Bank

Mr. and Mrs. Robert A. Garda

W. J. Barlow McWilliams

D. Robert and Kathleen L. Barber

Sally K. Griswold

Steven and Dolly M inter

Kent and Jeannine Cavender Bares

Ralph W. H am m ond

William A. and Margaret N. Mitchell

Mrs. Robert K. Beck*

Holsey Gates Handyside

Lindsay J. and David T. M orgenthaler

Leigh and Jim Bennett

Dr. and Mrs. S. W. Hartwell Jr.

Earl F. & Betsy D. Myerholtz

Charles P. and Julia S. Bolton

Donald F. Hastings and Shirley T. Hastings

Mr. and Mrs. John G. Nestor

Mrs. Roger Bond Jr. Mr. an d Mrs. Robert R. Broadbent Lenore V. Buford, Ph.D. Judge Lillian W. Burke Robert and Virginia Burkhardt David and Ginger C am popiano Harry and Marjorie M. Carlson E. Bruce and Virginia Chaney Corning Chisholm

Laura R. Heath Preston B. Heller Jr. Beverly G. and Albert M. Higley Jr. Arlene and Arthur S. H olden Mrs. Allen C. Holmes* B. Scott Isquick

22

Mrs. R. Henry Norweb Jr. Tommie Lenora Pradd Patty Gilbert S. Peirce George J. Picha Richard W. and Patricia R. Pogue

Mr. and Mrs. Brooks M. Jones Elizabeth W. and W illiam M. Jones

p' Legacy Society

Charles J. and Patricia Perry Nock lames A. (D olph) and Fay-Tyler N orton

Victoire and Alfred M. Rankin Jr. Charles A. and liana Horowitz Ratner

As of March 31, 1998

Members of the Legacy Society

Robert and Virginia Burkhardt

Mary Louise and Richard H ahn

have planned a future gift to their community through a bequest, trust,

Harry and Marjorie M. Carlson

Virginia H. H am ann

Mary C. Carter

Holsey Gates Handyside

pooled income fund, life insurance

Richard H. and Cathy L. Crabtree

Mary Jane D. Hartwell

or charitable gift annuity. W e are

Pitt A. and Sally Curtiss

D orothea Jean Hassler

grateful to each of them.

Philip Dawson

Beverly G. and Albert M. Higley Jr.

Barbara J. Decker Fred J. Ball and Elizabeth S. Ball

Patricia Jansen Doyle

Michael J. and Suzanne I. H offm ann

Mai and Lea Bank

Kevin and Carolyn Ellison

Ronald D. H olm an

H anna H. and James T. Bartlett

Doris Anita Evans, M.D.

B. Scott Isquick

Linda M. Betzer

Helen V. Fitzhugh

Jerry and M artha Jarrett

Leona Bevis

Virginia Q. Foley

Elizabeth W. and William M. Jones

Robert E. Bingham

C. Henry and Caryn Foltz

Lucille F. Jones

Edith F. Blum

Eleanor R. Gerson

Virginia L. Jones

Jeannette W. Brewer

Robert M. and Barbara Ginn

N orm an F. and Sandra L. Klopp

Lenore V. Buford, Ph.D.

W inifred H. Gray

Vilma L. Kohn, Ph.D. Elizabeth D. Kondorossy


James and Rita Rechin

W e also recognize the following

Lesbian/Gay C om m unity Service Center o f Greater Cleveland

Mr. and Mrs. Raymond M. Reisacher

organizations and corporations

W illiam Hughes Roberts

that have established funds at

Mr. and Mrs. Thom as H. Roulston

The Cleveland Foundation.

Lutheran M etropolitan Ministry Association

Mrs. Ellery Sedgwick Jr.

American Cancer Society, O hio Division Incorporated

N orthern O hio Opera

Mr. and Mrs. John Sherwin Jr. Mrs. Edward W. Sloan Jr.

Ameritech

Mrs. Kent H. Smith

Antioch Baptist Church

Russell H. and Gretchen H. Smith

Aurora Schools Foundation

James P. Storer

Black Professionals Association C haritable Foundation

Dudley J. Taw Mrs. W illiam C. Treuhaft Philip R. U hlin Paul and Sonja Unger H on. and Mrs. George V. Voinovich Mrs. Peter W ellm an Mrs. Michael A. W ipper

City o f Cleveland

The Lincoln Electric Foundation

N orthw est Emergency Team The O hio H um anities Council Prevent Blindness O hio St. James A.M.E. Church Scholarship-In-Escrow George B. Storer Foundation, Inc.

Cuyahoga C ounty Public Library

U nited Way Services

Deaconess C om m unity Foundation

W omen's General Hospital

Federation for C om m unity Planning

A nonym ous (2)

The Forest City Hospital Foundation G oodrich Social Settlement

Mrs. Samuel W olpert

Greater Cleveland Alumnae Chapter o f Delta Sigma Theta Sorority, Inc.

Robert J. and Janet G. Yaroma

The Catherine H orstm ann Home

A nonym ous (17)

The Interm useum Conservation Association

* Deceased

The Judge Perry B. Jackson Scholarship Foundation, Inc. The Junior League o f Cleveland, Inc.

Mr. and Mrs. Philip L. Krug

James A. (D olph) and Fay-Tyler N orton

Mr. and Mrs. Joseph H. Thom as

M arjorie an d Samuel Lamport

Mrs. R. Henry Norweb Jr.

Dr. Cedomil and Mary Vugrincic

Mr. and Mrs. Tom H. Lang

John F. O'Brien

George E. and Rolande G. Willis

W illiam F. Laurie and Georgia E. Laurie

Barbara H. Patterson

Genevieve and A. Carter W ilm ot

Frederick W. Pattison

Mr. and Mrs. H. Robert W ismar Jr.

Frances D. Lesser

Katherine and James Pender

Anonym ous (4)

C harlotte S. Levy

Florence K. Z. Pollack

Eleanor M. Lewis and Wayne H. Lewis*

Lucia C. Pomeroy

Mr. and Mrs. G. Russell Lincoln Thom as E. and Patricia A. Lusk Mrs. J. D enny May Steven and Dolly M inter Arthur P. M oebius Mary B. M oon

* Deceased

W ilm a Reid W illiam Hughes Roberts James L. Ryhal Jr. Henry W. Sciulli Mr. and Mrs. John Sherwin Jr. Mrs. Edward W. Sloan Jr.

John B. Moore

Robert V. Spurney and Florence W. Spurney

J. Howard Morris Jr.

Ralph E. and Barbara N. String

23


$22,317,723

N e w perm anent funds

New Assets

A d dition s to perm anent funds

3,096,445

N e w donor-advisor funds

8,187,247

W e w ere able to au th o rize $42 m illio n in grants a n d ad m inistrative b u d g et d u rin g 1997 because so m any C levelanders over th e years chose to su p p o rt th e ir co m m u n ity th ro u g h T he C leveland F o u n d atio n . We are pleased to re p o rt th a t in 1997 The C leveland F o u n d atio n received a record $55.8 m illio n in new assets.

A d dition s to donor-advisor funds N e w agency end ow m ent funds

368,747 15,435,570

A d dition s to agency end ow m ent funds

173,520

N e w project accounts

397,500

A d dition s to project accounts

319,755

A d dition s to supporting organizations

38,498

Other additions Total 1997 New Assets

1 997

SUMMARY

5,476,531

*O f this amount, $15,632,048 represents payments against pledges made in a previous year and agenqi endowment activity. These amounts are not included in the current year's financial statements total of $40,179,488. Pledges are recognized in the financial statements the year the)' are made.

$55,811,536*

OF N E W

ASSETS

NEW PERMANENT FUNDS Malvin E. Bank Fund

$21,135

Donors: R oberta W . A llp o rt, M a lv in and Lea Bank, H arry and M a rg e C arlson, Dr. R ichard and Barbara D eerhake, A nn and J im D elaney, J a c k D w yer, Susan L. Eagan, Bob Eckardt, R obert A. and A n n ie L e w is J. G arda, M ic h a e l J. and Suzanne I. H o ffm a n n , J e rry V. J a rre tt, S teve and D o lly M in te r, Dr. Ja m e s A. N o rto n , S ta n le y C. Pace, D avid and J ean P lessett, M r. and M rs. R ichard W . Pogue, A lfre d M . R ankin Jr., C harles A. Ratner, Lynne E. W o o d m a n In memory o f Charles H. and Michael J. McCann: Terence J. and N ancy S. M cC ann Use of income: U n re s tric te d c h a rita b le purposes

Karl B. Bernal Memorial Fund

24

64,906

Donors: L illia n A m e n d o la , R ichard A. and G ayle F. A m io tt, N ancy A s k e w , A ve ry D e nniso n, C harles and M a rie Baker, R obert B arbian P hotography, M a rth a and Les Beck, A n ke and A n d re w B e rna l, M ic h a e l and W illy B ernal, A n g ie Black, B.J. B lancha rd, Lee and M ic h e lle Bodnar, The G regg B o e h le fe ld Fam ily, R obert V.D. Booth, The B.B. B radley Com pany, Inc., Francine M . B ruen ing, B run n e r-N ixo n Funeral H om e, M r. and M rs. M ic h a e l N. B u rche ll, M a ry Frances Burns, W ilm a J. B u rton, A b ra h a m Cantor, C e n te rio r Energy C o rp o ra tio n , C entury 21 Launders & A s s o c ia te s , Inc., M a lc o lm A. Chafer, A n g e lo A. C ic c o n e tti, D oris C lin to n -R ig g in , C o ld w e ll Banker H u n te r R ealty, Ja m e s K. C o llin s Jr., C o n so lid a te d In ve stm e n t C orporation, K athleen Cotter, Charles E. Coulson, C rislip Fam ily Fund, Cuyahoga C oncrete Co., Elizabeth A. D ietrich, D o llar Bank, East End Ro-Burton, Inc. dba Rider's Bed & B reakfast, Dale H. Fellow s, Fifth Third Bank o f N o rth e a ste rn O hio, F irs tM e rit Bank, N .A ., C ynthia L. and W a lte r E. Flach Jr., M r. and M rs. R obert Rexrode, Fay G. Francis, M iria m Gale, R ichard T. and G era ldine C. G illes, Hach Excavating & D e m o litio n , Inc., Paul W . and M a rle n e E. Hach, Ruby E. H arris, C a the rine C. H a w o rth , H o w a rd E. and M a ry A nn Haycox, Dr. W illia m H iller, A rth u r S. H o lden Jr., Ja m e s and A n n ie H ubbard, M .A . H u rley Insurance A g e n cy Inc., J e ff's G arage, Inc., C harles W . and D iane L. Jo n e s, T ho m as E. and K a thryn M . Kipp, Dr. T im o th y A. and K a th le e n S. K ling, P h ilip L. and P a uline S. Krug, Lake C ounty AFL-CIO, Lake C ounty A s s o c ia tio n o f R ealtors, Inc., LaT ourette fo r C ongress C o m m itte e , Isa b e lle Lazarus, M r. and M rs. R obert H. M a d is o n , M a lle tt M a n a g e m e n t and D e ve lo p m e n t, A h d y G. and Soad A. M ansour, Ray and C arolyn M a rtin , J.E. M cC racken, M a rg a re t M . M ilb o u rn , M r. T's A u to D e ta ilin g C e nte r and Car W a s h , M o ld Tech, J ohn and B e tty M o n ro e , C yn thia A. M o o re -H a rd y , M o rto n S a lt, Ja m e s and G racia M o rto n , A b ig a il I. O berst, S andra M . and M a rk S. O 'C onner Jr., O sborne, Inc., J e ro m e T. O sborne, Rick O sborne, P e ase-K err-C a nfield Insurance A gency, P e rfe ctio n C o rp o ra tio n , M rs . A lb e rt R. Pike, P o llu tro R ossley Insurance fro m Fred and M a ria C arm ina P o llu tro , Fred and J e n n ife r P o llu tro , and D o lores and Bob Rossley, G ayle L. Ponder, Susan L. P ugliese, C o lum bia G. Ranally, R e-E lect Dan D u nlap S h e riff C o m m itte e , Ron and S andy R ichardson, M a rjo rie R itte n h o u se , H arvey J. and M a rth a Je a n Roseum , R o sew oo d V e ndin g Inc., Louise and Craig W . Sam s Sr., S e c u rity Federal S avings and Loan A s s o c ia tio n , Reverend and M rs. W illie S haw , R.W . S idley, Inc., J u lie S. S iegel, D avid and A ly c e Skoog, S e n a to r J o h n W . S ta n to n , Ruth and R ichard S tenb erg , Dr. W illia m C. S to e rk e l, J o h n D. and Lisa R. S topp,


G eorge B. S to re r F oundation, Inc., Bob and K athy S tric k la n d , G ary L. and J a c k ie S w a n so n , Carl R. and M ild re d M . Teuscher, J u d ith A. Tho m pso n, Tom en A g ro , Inc., I.S. Trakr, Inc., M r. and M rs. R obert F. U rban, M r. and M rs . P h illip V in c e llo , M r. and M rs . G eorge F. W agne r, M a rk W a in w rig h t, W illia m W . W eaver, Jo h n J. W e is s , Dr. and M rs . Edw ard W h ite , C harles G. and A n g e la A s k e w W illia m s , Jo yce W ils o n , J a n n e tte W is e m a n , A n onym ous In honor o f Beautye Bernal: T ho m as E. and K athryn M . Kipp Use of income: D e sig n a te d to Lake C ounty S o c ie ty fo r R e h a b ilita tio n o f C h ildre n & A d u lts , Inc. fo r c h ild re n w ith d is a b ilitie s , and to Lake Erie C o llege fo r s c h o la rsh ip s 52,773*

The Leona Bevis Charitable Remainder Annuity Trust

Donor: Leona Bevis Use of remainder: D e sig n a te d to F ed era tion fo r C o m m u n ity Planning

250,000

Leonard A. and Helen Russell Bretschneider Scholarship Fund

Donor: E state o f Leonard A. B re ts c h n e id e r Use of income: To provid e sch o la rs h ip s fo r one or m ore g ra d u a tin g s tu d e n ts o f Solon H igh S chool

Barbara J. Decker Fund

10,000

Donor: B arbara J. Decker Use of income: D e sig n a te d to Lutheran D eaconess A s s o c ia tio n , V a lp a ra is o , In dia na, to provid e tu itio n a s s is ta n c e to e d u c a te w o m e n fo r p ro fe s s io n a l church w o rk

Esther A. Donzella Memorial Fund

Gest-Gharky Fund

6,000 to w a rd pledge o f 10,000 3,680,761

Donors: M ic h a e l A. and R osem ary D onzella, S ta ff o f C uyahoga C o unty Board o f M e n ta l R e ta rd a tio n use 0j jncome: D e sig n a te d to The C leveland M u s ic School S e ttle m e n t fo r s c h o la rs h ip s to s tu d e n ts in need Donor: E state o f N o ren e G est Use of income: P o rtion s d e s ig n a te d to A m e ric a n C ancer S ociety, A m e ric a n H e a rt A s s o c ia tio n , and H o ly F am ily C ancer H om e; a p o rtio n re s tric te d fo r care o f th e aged

Dorothea Jean Hassler Charitable Gift Annuity Guy L. Holman Fund

4,970*

Donor: D o rothea Je a n H a ssler Use of remainder: U n re s tric te d c h a rita b le purposes

78,290

Donor: E state o f Guy L. H olm an Use of income: U n re s tric te d c h a rita b le purposes

25


NEW PERMANENT FUNDS June Isquick Fund

10,000

Donor: B. S c o tt Isquick Use of income: To s u p p o rt w o m e n 's issues

Margaret Jackson Fund

387,390

Donor: E state o f M a rg a re t Jackson Use of income: U n re s tric te d c h a rita b le purposes

John F. and Catharine M. Lewis Fund

10,000

Elmer L. Lindseth Fund

75,000

Donors: J ohn F. and C a th a rin e M . L e w is Use of income: U n re s tric te d c h a rita b le purposes Donor: Elm er L. Lindseth Use of income: To s u p p o rt e d u c a tio n o f c h ild re n in p u b lic schoo ls in th e G re a te r C leveland area

Thomas E. and Patricia A. Lusk Charitable Remainder Unitrust

32,157*

Chalmer F. and Ruth A. Lutz Fund

29,086

Carol A. Machaskee Fund

10,000

Steven and Dolly Minter Fund

Donors: Thom as E. and P a tricia A. Lusk Use of remainder: U n re s tric te d c h a rita b le purposes Donor: Ruth A. Lutz Use of income: D e signa ted to E p w orth -E uclid Church and G o o d w ill Industries o f G rea ter C leveland, Inc. Donors: A le x M a ch a ske e , Plain D e a le r C h a ritie s, Inc. Use of income: To su p p o rt c u ltu ra l a rts o rg a n iz a tio n s in th e G re a te r C leveland area to provid e c h ild re n w ith access to and e d u c a tio n in th e a rts and to n u rtu re life lo n g a p p re c ia tio n fo r th e arts

4,000 to w a rd pledge o f 10,000

The Angelo and Dorothy Monopoly Memorial Fund

2,332,470

W illiam A. Morningstar Fund

1,362,460

Grace Murray Fund

Donors: S teven and D o lly M in te r Use of income: U n re s tric te d c h a rita b le purposes Donor: D o rothy N. M o n o p o ly Trust Use of income: To su p p o rt m edica l research w ith p re fe re n c e given to h e a rt d ise a se and ca n ce r Donor: E state o f Dr. W illia m A. M o rn in g s ta r Use of income: D e sig n a te d to U n iv e rs ity o f P ittsb u rg h School o f M e d ic in e fo r th e D e p a rtm e n t o f P a tho logy

147,202

Donor: E state o f G race M u rra y Use of income: U n re s tric te d c h a rita b le purposes

Henry and Martha Ollendorff Fund

10,789

Donors: D o rothy A. Faller, J a n e t M . and H e rb e rt J. Farr III, Dr. J o h n A. Flow er, R obert M . and B arbara F. G inn, The G ries F am ily F oundation, The J e w is h C o m m u n ity F ed era tion o f C leveland fro m th e N ina and S idney D. Jo se p h s P h ila n th ro p ic Fund, R obert A. and A n n H a lle L ittle , S eth C. and Frances Taft, Edw ard D. Yost Through gifts to Cleveland International Program: J e w is h C o m m u n ity F ed era tion fro m th e H elen and Jose p h L e w is Fund and th e P eter Lew is P h ila n th ro p ic Fund Use of income: D e sig n a te d to C leveland In te rn a tio n a l Program

Maggie A. Reimer Fund

9,052,923

Donor: E state o f M a g g ie A. R eim er Use of income: P o rtion s d e s ig n a te d to Case W e s te rn Reserve U n iversity, Eliza J e n n in g s H om e, and R a in b o w Babies and C h ildre ns H o s p ita l; a p o rtio n re s tric te d fo r program s in th e area o f h e a lth

Robin and Metalworks Employees' Educational Resource Fund

1,489,294

Ruth G. and Sam H. Sampliner Fund

1,525,948

Ernest D. Saunders Fund

Donor: A n onym ous Use of income: To pro vid e e d u c a tio n a l s u p p o rt to e m p lo ye e s and th e ir fa m ilie s o f Robin In d u strie s, Inc. and M e ta lw o rk s 95, Inc. In memory of Ruth G. and Sam H. Sampliner: Ruth H. and Sam M . S a m p lin e r F oundation Use of income: U n re s tric te d c h a rita b le purposes

919,304

Donor: E state o f Ernest D. S aunders Use of income: To s u p p o rt P ro te s ta n t d e n o m in a tio n a l in s titu tio n s o f h ig h e r le a rn in g in O hio

Henry W. Sciulli Charitable Remainder Unitrust

592,073*

Donor: H enry W . S c iu lli Use of remainder: U n re s tric te d c h a rita b le purposes


The Robert V. and Florence W. Spurney Charitable Remainder Unitrust

36,538* Donors: Dr. R o bert V. and Florence W . S p urn ey

James P. Storer Fund

10,000

Use of remainder: U n re s tric te d c h a rita b le purposes

Donor: G eorge B. S to re r Fou ndation , Inc. Use of income: C h a rita b le , e d u c a tio n a l and s c ie n tific needs o f G re a te r C leveland

Ralph E. and 31,999* Donors: Ralph E. and B arbara N. S trin g Barbara N. String Charitable Use of remainder: U n re s tric te d c h a rita b le purposes Remainder Unitrust Rolande G. and George E. W illis Charitable Remainder Unitrust

Total N ew Permanent Funds

70,255* Donors: R olande G. and G eorge E. W illis Use of remainder: D e sig n a te d to Camp Flo M ita Koda, D ia b e te s A s s o c ia tio n o f G re a te r C leveland, D o ctors W ith o u t B orders, M ic h ig a n S ta te U n ive rsity, St. C h ristop her's-B y-T he-R iver, and St. M a rk's Church o f M a rc o Island, Florida

522,317,723

ADDITIONS TO PERMANENT FUNDS The W illiam Harry Alexander Fund

$50,000

Charles Rieley Armington Fund

36,834

Raymond Q. and Elizabeth Rieley Armington Fund

127

D. Robert and Kathleen L. Barber Fund

Donor: E state o f W illia m H arry A le x a n d e r

Donors: E lizabeth R ieley A rm in g to n C h a rita b le Trust, E state o f R aym ond Q. A rm in g to n

Donor: E state o f Raym ond Q. A rm in g to n

100,102

Helen and Ira J. Bircher Fund

Donors: D. R o bert and K a th le e n L. B arber

60,000 +-

O CO

00

*

Edith F. Blum Community Pooled Income Fund

Donors: Helen and Ira J. B irch er

Donor: Edith F. Blum

Mary K. and Robert R. Broadbent Salvation Army Endowment Fund

2,000

Donor: The B ro a d b e n t F am ily F oundation, Inc.

Harry and Marjorie M. Carlson Fund

6,364

Donors: H arry and M a rg e C arlson

Alton LaMaur Character Memorial Scholarship Fund

200

Donors: O bie and Elsie Elie, C. Lyonel J o n e s and Lois G elzer

Inez and Harry Clement Award Fund

400

Donor: C entral H igh School Class o f '42

Arthur F. and Gladys D, Connard Memorial Fund

1,147,104

Harry Coulby Fund No. 4

500

Donor: E state o f G ladys D. C onnard

Donor: J a n e t B u lla rd

The Thomas Dugan and Alice Dugan Memorial Fund

9,860

Donor: A lic e D ugan Trust

Kevin J. and Carolyn P. Ellison Fund

3,160

Donors: K evin J. and C arolyn P. E llison


ADDITIONS TO PERMANENT FUNDS The Vince Federico Mem orial Fund

27,519

The Holsey Gates Residence Preservation Fund

20,260

Donor: A m b a s s a d o r H o lsey G ates H andyside

The Hortense B. Halle and Jay M. Halle Fund

73,349

Donor: H o rtense Bing H a lle Fund A Trust

Heights Youth Center Fund

Donors: P a rtic ip a n ts in th e V ince Federico M e m o ria l G o lf T ou rna m en t Additional donors: A e ro s o l S ystem s, The A g e n c y A u to m o tiv e S u p p lie s, Inc., A n n d e e , Inc., R achelle M . A rn o ld , A rro w Express, Inc., A rtz A u to G roup, B .M .S . P ro p e rtie s, M ic h a e l C. Barnes, J o h n D. Barr, B e aring D is trib u to rs Inc., W illia m M . B eichner, R ichard J. B e rris, J e ro n e B e rtra nd, Blue Coral, Inc., Steven R. Borstein, J ill H. Brenner, M a tth e w D. Brow n, Bruder, Inc., Central Control Delivery, Inc., C h e m C e n tra l/C le v e la n d , C hubb's T & N C o n s tru c tio n , R onald B. C ohen, C uyahoga C h em ical Co., D arko Co. Inc., D o m en ic D eB altzo, D e lle r C a p ita l C o rp o ra tio n , E m broid ery T ech nolo gies C o rp o ra tio n , Exal C o rp o ra tio n , Ken E. Faulhaber, Forest C ity & N o rth A m e ric a n Lum ber Co., G.S.S. Inc. dba M e tro Lexus, G eneral E le ctric, L.H. Glazer, Frank R. G liozzo, G oing Places Travel Inc., G old Eagle Com pany, G rea t Lakes R e p re s e n ta tiv e s , Inc., J o s e p h G reenes, T hom as F. G roya, J o h n J. H arvey, E d w ard M . H u nt Jr., H yd roso l In co rp o ra te d , Inner C ity Lines Inc., In v e s tm e n ts Technology, Inc., B a rt Ivic, Sam uel J a co b so n , J e w is h C o m m u n ity F ed era tion o f C leveland, K A M M a rk e tin g Inc., M ic h a e l S. K lein , The H. L e ff E le ctric Com pany, M C P rope rties, M a g ic N u rse rie s, Inc., W illia m T. M a n o c c h io , Fernando M e n d io la Jr., A la n M . and J a n e t M ille r, Roy A. and D a w n M . M in g e r, La w re n ce J. and E lizabeth E. M in ic h , M in u te M e n Inc., M a rc N a th a n so n , N a tio n a l Paper & P ackaging, R onald D. N e lso n , N o rth fie ld B everage, N o rth fie ld Inn, Inc., O ne-Eleven Group, P.K. Sales, Inc., Package S ervice Com pany, Inc., The Pearl Rug Com pany, P hoenix Dye W o rks, C harles W . P ratus Jr., Ja m e s Price, M a rc L. and Je a n A. Price, R is to ra n te G iovanni's, C harles Rockm an, N o rto n W . Rose, R aym ond C. Sadd, J e ro ld J. S ch lesinger, H arold S ch n a ir S ales Com pany, S o lita re , W irth & A s s o c ia te s , Inc., L a w re n ce D. S o llisch , J e rry S orkin, M a rtin A. S p ie g le , Sean A. S tanic, S tern A d v e rtis in g Inc., S tro n g e r T ooling T e ch nolo gies, Inc., TASCO, Tavens In d u s trie s , Inc., Team M a rk e tin g , Inc., G regory W . and E. Carol Trees, Rocque and S andra Trem , E dw ard H. Tresger, T rum bull E le ctric S upply Inc., C.P. T urnipseed Jr., 2 1 s t C e ntu ry Leasing, Inc., R obert S. Varda, J a c k and M a ry Vogelgesang, Ronald Vollm er, W .A .W ., Inc., D arrell W a d e & A ssociates, Inc., Hym an and M o lly W asserm a n, D ennis W eise nberg, Jerom e Cal W ilk in s , W o o d sto ck Products, Inc., Judge Joseph A. Zingales

3,418

Donors: W e n d y L. A brahm s, Helen T. A nderson, Ronald and Isabelle G. B row n, C harles A. and Jo M . Byrne, Hugh C alkins, M a rtin and M a ry A n n Cooperm an, A rm in e G. Cuber, P atricia W . Davis, R obert C. and Lois L. Davis, Richard C. and N ancy J. D ietrich, Dr. Doris A. Evans, Sarah M a lo n e Evans, Yarden and K irsten Faden, M a rk C. and K athleen A. Fisher, Edw ard J. and A nna S. Fritz, G. Thom as and Carol E. G ibson, Babs H. G lickm an, Suzanne Halbe, John W . and S teph anie B. Harris, J ean M . H artson, Lee H einen, H. David H o w e Jr. A rc h ite c t, Inc., Linnea J. Jones, Dr. D onald W . Ju n g la s, Dr. John H. and M a rg a re t L. K ennell, D orothy E. Klem m , Clark W . and M a ry B. Knierm an, J ean K ushleika, R ichard J. and V irg in ia A. Labus, V ic to r and Fran J. Leanza, Dr. E lizabeth Lew is, A n ne S. M cF arland, M a fa ld a M cN a m a ra , D onald M . and Sandra B. M cP herson, C h arlotte S. and J ohn M . N e w m a n Jr., Louisa S. and S olom on O live r Jr., Leslie Organ, Dr. R obert S. and Barbara A. O ttinger, S tephen V. Pepper and Linda Tobin, Jam es M . Pexa, Peter and M a rio n Pfouts, David Pincus D .M .H ., Inc., Gay D. Quereau, Ruth Ragucci, M a ry W . R autenberg, Eli and A d in a Reshotko, D orothy Robbins, Paul Rolnick, Rev. Richard E. and Susan K. Sering, M a ry A le xa n d e r S m ith, A lb e rt and A lic e S tra tto n , Barbara U. Streeter, Lane K. and J a cq u e lin e H. Thom pson, A rth u r R. and A lic e je a n Thom son, Leonard M . and K erstin E. Traw ick, J oan E. Trey, Jam es E dw ard and Rita L. Vail, Richard J. and Barbara W . W herley, Dr. R. A lle n W ilk in s o n , Frederick B. and Diana M . W o o d b rid g e In honor o f June Wortman: C o le tta C. Luoma

Agnes E. Meyer Herzog Fund

230

In honor o f Barbara H. Patterson: M a g g ie and M ik e D om ski and c h ild re n , Ja m e s D. and D onna P. G udritz In memory o f Polly Pierantozzi: Barbara H. P a tterson

The Harry and Flora Dorothy Hirsohn Fund Judge Perry B. Jackson Fund Sherman Johnson and Frances Battles Johnson Memorial Fund

731,613

200

2,000

Donor: E state o f Flora D. H irsohn

Donor: A n ita P. Ja ckso n , Ph.D.

In memory o f Frances M. Johnson: Dr. J a n e t M . Poponick


The Vilma L. Kohn Charitable Remainder Unitrust M ary Kopec Kreicher Fund

548,592*

2,000

Alexander G. Lajoie Jr. Memorial Fund

100

The Lake-Geauga Fund

52,286

Donor: V ilm a L Kohn, Ph D

Donors: A llia n c e C a p ita l M a n a g e m e n t L.P., La w re n ce L. and Linda L. K reicher

Donor: N ora Lajoie

Donor: The C hardon F ou ndation In memory o f Carolyn Hoffmann: H arry and M a rg e C arlson, Bob and G inny Eckardt

Frances Doolittle Lesser Community Pooled Income Fund The Northern Ohio Opera Fund

5,167#t Donor: Frances D o o little Lesser

500

Donor: P erkins C h a rita b le F oundation

Fay-Tyler Murray Norton Fund

2,000

Donors: Dr. Ja m e s A. and Fay-Tyler N o rton

Poetry Fund

1,000

Donors: W illia m E. Busta and J oan L. Tom kins

Princeton Urban Studies Fellowship Fund

300

Donors: Bruce H. A ke rs, Frank H. C a rpe nte r

Florence Mackey 147,137 Pritchard and P.J. Pritchard Scholarship Fund

Donor: V io la P. P ritchard Trust

Demetra A. Sciulli Fund

14,020

Donor: H enry W . S c iu lli

The Tracy Starr Breast Cancer Research Fund

20,321

Donors: A c te l, Paula R. A w a d a , B arbara J. B a ird -B rya n t, S andy Baker, V irg in ia A. Baker, Lisa K. B a llinger, J u d ith R. Barker, V irg in ia F. B e c k w ith , J o y R. B erlin, Eva R. B ishop, A n n e E. B loom berg, C yn thia B o e h n le in dba Jazzercise, R onald J. and J u d ith L. B ohanek, A m y B. B oles, M a rie J. Bonczek, J e a n n in e B onsignore, Karen M . Bova, C yn thia B o w e rs, M a ry 0 . B oyle on b e h a lf o f her s ta ff, M a ry 0. and Jo h n J. B oyle III, J o d ie L. Brickner, K ris tin G. B road bent, Phoebe M . B rockm an, A rth u r V.N. Brooks, Tina R. Brouse dba Jazzercise, Carol J. B ro w n , Lynn A. B row n, B e a trice J. B udniak, Dr. W illia m Burges and C. M o s k a l-B u rg e s , Susan Burns, C h ris tin a M . C a p ito -B o yle , J a n e t M . Capp, Pat C aruso, C e rtifie d Pest C o ntrol, Elizabeth A. C h ilia, J o h n E. Chipko, C o nsta nce R. C ibula dba Jazzercise, Tony and M a g d a le n a Covas, Chuck and D o lly C ro n e n w e tt, Kevin H. C ronin, J o se p h B. and Ruth E. C ullum , D enise D oran D aiiey, R oger J. and Ja n e M . D eike, W e n d y D e S antis, Linda K. D ie d rich , E lizabeth A. D ie trich , C h ristin e D. D onaldson, M ild re d A. D ougherty, A n n R. D ouglas, J o h n D o ugla s, M o n ic a S. Evans, N a ncy J. and P eter H. Farina Jr., A n th o n y L. and M a rle n e R. Farone, S e n a to r D ianne F einstein, M a x in e A. Field, D iane L. F itzpa trick, K a th le e n H. F itzsim ons, E laine M . Fortney, D e nise M . G ochneaur, P hyllis G ordon, Irving and Edith Gorsky, J a n e t Sage G regg, M a rg a re t A n n G udbranson, K a th le e n H a lupn ik, Susan S. H a m m e rsch m id t, H a rbo ur M anor, Inc. dba G eauga A s s is te d Living H om e, J a n e M . H arris, S ilv ia H ayhurst, M a ria n H aym ond, J im and S h irl Henke, Fawn A. H o efke dba Jazzercise, Laura A. H ogan, S heila H o lbrooks, Robin J. H olzm an, W a lte r and Irene Hooper, C a th e rin e S. H ubben, Rick F. J a w o rs k i, D enise L. K a ltenbach dba Jazzercise, R ichard E. and J u d ith S. K arberg, C heryl L. K a w ecki dba Jazzercise, C laire M . K ilba ne, D o ro th y E. K lem m , S hari A. Klevay, J a n e t L. K ro ll, Linda M . Kronz, M a ry A nn Kuzniak, Ladies A u x ilia ry to V.F.W. No. 7754, Theresa A. Lanham , J im and Laura Leone, S andra R. L ew is, M a ry Louise T. M a d ig a n , N a ncy K. M a la n g o n i, C arolyn M . M a rc h ie , N ancy T. M a rk s , Carol L. M a s o n , K a thleen M . M a s te rs o n , Sharon D. M auser, M a ry Beth M cC ann dba Jazzercise, Paul M c C la in , M a ry P a tricia M ih a lik , J a n ic e R. M ille r, J a c i M iln e r, M a u re e n M . M itc h e ll, M ic h e lle L. M o ra n o , Lisa M . M u lle n , K a th le e n M . O 'B rie n, R ichard A. and Lisa K. O w ens, Renee M . P ajestka, C h ris tin e B. Papa, Joan n Perch, Fern L. Peters, G odfrey L, and M a rjo rie J. Pettus, K elly A. Prebish, Terry V. Radi, Ja m e s B. and R egina M . Reagan, C a the rine C. Reed, G isele Rivera, Irene Robinson, D a niel E. Rocker, R ichard A. Rohl dba Jazzercise, B e tty J. Ruther, J u d y S a le te l dba Jazzercise, Linda S a ridakis, G ertrude I. Schaef, Susan 0 . S cheutzow , M e g a n L. Scully, Cindi J. S errani dba Jazzercise, R enee M . S liva, M a rg a re t R. S m ith, Todd S m ith and C a the rine Boyle, C harm aine M . Snezek, Isa b e lle M . S ontag, Lisa A. S ow a, C indy L. Spitz, Irene F. Sroka, Karen M . Sroka, Edw ard and Elizabeth Starr, Tina Starr, S tarr's H air Fantasy, C athy A. S ta w a rs k i, J a n e t L. S ta w a rs k i, Susan M . S ta w a rs k i, T ho m as and Rita S ta w a rs k i, A n n e tte S to va ll, Elna I. S u llivan, 1064 Old R iver Road Inc. dba The C leveland Beach Club, D avid J. and K irs tin S. Toth, E laine M . Tressler, G izella V arkonda, J u d ith L. W alke r, B o nnie G. W a lla c e , J a n e t H. W e im e r, D eborah A. W erner, N ancy E. W h ite , W e n d y W illia m s , M a rie T. W in k e lm a n ,


ADDITIONS TO PERMANENT FUNDS N ancy D. W in ro d , D ebra P. W iznitze r, M a ria n E. W o o d , W o rk in g O ut, Inc. dba Jazzercise, M a rtin 0. and Je a n M . W y n n e , Susan Paley Zak, Lisa Z o lle r In honor o f Mother's Day and Father's Day: Edw ard and Elizabeth S tarr In honor o f Tracy's 37th birthday: E d w ard and E lizabeth S ta rr Taw Family Salvation Army Endowment Fund

5,000

The Katharine Holden Thayer Fund No. 2

200

Amos Burt and Jeanne L. Thompson Fund

11,004

M olly Agnes Voinovich Memorial Fund

6,810

Donors: D u dley J. and Louise T aw

Donor: Karen B. W a tt

Donors: Ruth T ho m pso n G randin, The N e il L. T ho m pso n F am ily F ou ndation , Inc.

Donors: D avid B. Bailey, Ja n e E. Conroy, A le x M a c h a s k e e , O hio A s s o c ia tio n o f C ounty B oards o f M e n ta l R e ta rd a tio n and D e v e lo p m e n ta l D is a b ilitie s , N ic k and P a tricia A. Tom ino, D avid A. U ch e lvich , D o nald and N a ncy V ickers, S ta ff o f G overnor V o inovich's R egional D e v e lo p m e n t O ffice s In memory o f Carolyn and Victor Bernot J r.:\l ic to r R. B e rn o t III

H. Robert and Ann H. Wismar Fund Total Additions to Permanent Funds

3,888

Donors: H. R obert and A n n H. W is m a r Jr.

$3,096,445

* The value o f certain plamed gifts is listed at their charitable tax deduction level, determined by the Internal Revenue Service. ^ This amount is not included in The Cleveland Foundation financial statements.

OTHER ADDITIONS The Cleveland Foundation Administrative Fund Conley and Canitano Charitable Endowment

$7,500

Donor: N a tio n a l C ity Bank Use of gifts: To u n d e rw rite Frederick H arris G o ff P h ila n th ro p ic Lea dership D inner

7,710

Donors: The em plo ye e s o f CCAi to h on or its Founders, Karen Conley, Ken Conley, A n n e tte C anitano and N ick C anitano, as th e y d e d ic a te CCAi R enaissance C entre, and to a c k n o w le d g e th e ir c o n tin u e d c o m m itm e n t to sha rin g th e ir success w ith em plo ye e s and c o m m u n itie s served Use of gifts: C o n trib u tio n s to w a rd e s ta b lis h m e n t o f a fu n d to s u p p o rt o rg a n iz a tio n s th a t fo cu s on ed u c a tio n , h e a lth care and aid fo r th e needy in G re a te r C leveland

Todd Allen Headley Memorial

1,970

Donors: Em ployees o f D e lphi Packard E le ctric S ystem s P lant 45, C harles B. and Carol M . Rose, U n ite d A u to W o rk e rs Local 1112 Use of gifts: C o n trib u tio n s to w a rd e s ta b lis h m e n t o f a fu n d to s u p p o rt research a n d /o r h e a lth care o f in d iv id u a ls w h o have s u s ta in e d clo sed head in ju rie s

Frances Lennie Snider Memorial

662

Restricted gift

965

Donor: E state o f Frances L. S n ider Use of gifts: T ow ard e s ta b lis h m e n t o f a fu n d d e s ig n a te d to The G olden A g e C enters o f G rea ter C leveland to b e n e fit th e e ld e rly Donor: E state o f Pearl S pitz Use of gifts: The care, s ervice or b e n e fit o f persons regarded as o ld e r persons or aged

Unrestricted gifts

19,691

Donors: A m e ric a n F ou ndation a t th e d ire c tio n o f Edith W . C orning, A lic e E. H a rston, G regory T. Holtz, M a rjo rie A. R ott, A n o n ym o u s In memory of Esther Talbot: M a rjo rie M . C arlson

Total Other Additions

$38,498


NEW DONOR-ADVISOR FUNDS Donald F. and Shirley T. Hastings Family Fund Allen C. and Louise Q. Holmes Fund

$1,170,000

Use of income: For th e F ou ndation 's pu b lic , c h a rita b le and e d u c a tio n a l purposes 67,211

Donor: The A lle n C. & Louise Q. H o lm es F ou ndation Use of income: For th e F ou ndation 's p u b lic , c h a rita b le and e d u c a tio n a l purposes

Thomas Hoyt and Katharine Brooks Jones Family Fund

824,294

Mr. and Mrs. Tom H. Lang Fund

100,877

Earl F. & Betsy D. Myerholtz Fund

142,500

John G. and Karen R. Nestor Fund

132,365

TRW Fund

Donors: D o nald F. and S h irle y T. H a stings

Donor: T ho m as H o yt and K a th a rin e Brooks Jo n e s F oundation Use of income: For th e F ou ndation 's pub lic, c h a rita b le and e d u c a tio n a l purposes Donors: Tom H. and S am ie Lang Use of income: For th e F ou ndation 's p u b lic , c h a rita b le and e d u c a tio n a l purposes Donors: Earl F. and B e tsy D. M y e rh o ltz Use of income: To s u p p o rt c o lle g e level te c h n ic a l e d u c a tio n , th e Lutheran Church, research in A lz h e im e r's and Parkinson's dise a se s, and o th e r c h a rita b le purposes Donors: J ohn G. and Karen R. N e s to r Use of income: For th e F ou ndation 's p u b lic , c h a rita b le and e d u c a tio n a l purposes

5,750,000

Donor: TR W F ou ndation Use of income: To s u p p o rt q u a lifie d n o n p ro fit o rg a n iz a tio n s in G re a te r C leveland

Total New Donor-Advisor Funds

$8,187,247

ADDITIONS TO DONOR-ADVISOR FUNDS American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund

Additions are gifts o f the donor-advisor unless otherwise noted.

$35,000

Donor: C leveland Energy R esources

The Fund for the City of Cleveland (Tree Fund No. 1)

75,000

The Cleveland Foundation Special Fund No. 2

25,000

The Donum Fund

37,646

Donor: G ertrude C. D aney Trust

The Lincoln Electric Fund for Excellence in Education

25,000

Donor: The Lincoln E lectric F ou ndation

Richard W. and Patricia R. Pogue Fund

101,458

The Elizabeth and Ellery Sedgwick Fund

69,568

W ipper Family Fund Total Additions to Donor-Advisor Funds

75 $368,747

In memory o f Chris Gaino and Robert Story: J. M a rk and Ja n e C. W ip p e r


AGENCY ENDOWMENT FUNDS T he C leveland F o u n d a tio n h o ld s a n d m anages th e en d o w m e n ts for a n u m b e r o f n o n p ro fit agencies in th e C leveland area. Each year we direct th e e n d o w 足 m e n t in co m e to th ese agencies for th eir unrestricted use.

The follow ing n o n p ro fit o rg an izatio n s have established agency en d o w m e n t fu n d s at th e F o u n d atio n . These funds m ay also receive th e principal o f co m m u n ity p o o le d in co m e fu n d gifts after a d o n o r's lifetim e.

NEW AGENCY ENDOW MENT FUNDS Deaconess Community 515,400,395 Foundation Fund

Donor: D eaconess C o m m u n ity F ou ndation

Rev. Dr. Marvin A. M cM ick le Scholarship Fund

Donors: A n tio c h B a p tis t C hurch, A n tio c h D eacon Board, B aker & H o s te tle r LLP, T ilm on F. and J o n n ie R. B ro w n , East O hio Gas Com pany, M r. and M rs . Rip Lee, M c D o n a ld & C om pany S e c u ritie s Foundation , N e w H orizons B aking Com pany, A lfre d H. Q uarles, S q uire, S anders & D e m pse y L.L.P, Thom pson H ine & Flory LLP, Ralph C. T yler P.E., P.S., Inc., A n o n ym o u s

35,175

Through gifts to Antioch Baptist Church: C e n te rio r Energy, The C leveland C lin ic F oundation, Eaton C o rp o ra tio n , H u n tin g to n N a tio n a l Bank, Jo n e s, Day, Reavis & Pogue, Key Foundation , The M e tro H e a lth S ystem , N a tio n a l C ity Bank Total N ew Agency Endowment Funds

515,435,570

ADDITIONS TO AGENCY ENDOW MENT FUNDS Aurora Schools Foundation Fund

59,000

Donor: A u ro ra S chools F ou ndation

Black Professionals Association Charitable Foundation Fund

10,000

Donor: B lack P ro fe ssio n a ls A s s o c ia tio n C h a rita b le F oundation, Inc.

Federation for Community Planning Health and Human Services Fund

35

Friends and Members Endowment Fund of St. James A.M.E. Church

5,800

Lesbian/Gay Community

300

In memory o f Fred Markowitz: Bob E ckardt

Donor: St. Ja m e s A .M .E . Church

Through a g ift to Lesbian/Gay Community Service Center: A n o n y m o u s

Service Center of Greater Cleveland Fund Lutheran Metropolitan Ministry Association Fund

58,335

Donors: Rev. Lois H. A n n ic h , E thel and Edw ard B aisel Sr., Evelyn J. D avis, Paul R. and B e verly Lund, Linda M . O ltm an ns, J. W a rd P a llo tta , Gene E. and C a th e rin e E. S chw arze, M a rg a re t F. S kelly, Jo h n G. and D ebbie Sue S ternen, Lois J. Z a le n t, Frederick and Elsie L. Z ie m m e r Through gifts to Lutheran Metropolitan Ministry Association: M . Roger and A n n e M . Clapp, G lenn M . Kastner, Paul R. and B e ve rly J. Lund, Linda J. P ro ffitt

Prevent Blindness Ohio FundI The Salvation Army of Greater Cleveland Endowment Fund Total Additions to Agency Endowment Funds

50 90,000

5173,520

Donor: D o ro th y W e s to n -M u rp h y Donor: E state o f Emma V. Kim ack


PROJECT ACCOUNTS In k eep in g w ith o u r p h ila n th ro p ic leadership role, we occasionally m an ag e projects w hich we, an d often o th er funders, su p p o rt.

NEW PROJECT ACCOUNTS Cleveland Industrial Retention Initiative

$67,500

Donors: C leveland N e ig h b o rh o o d D e v e lo p m e n t C o rp o ra tio n , The G eorge Gund F ou ndation , W e s ts id e In d u s tria l R e te n tio n & E xpansion N e tw o rk Use of account: To e v a lu a te CIRI o p e ra tio n s and pro vid e re c o m m e n d a tio n s fo r fu tu re d ire c tio n

Community Partnership for Arts and Culture

75,000

R.E.I. Consulting Services for Future Research Issues

20,000

The Starr Foundation 60,000 Program to w a rd pledge o f 180,000 Lila W allace Partnership for Community Cultural Participation Initiative Total New Project Accounts

Donor: The G eorge Gund Foundation Use of account: To c re a te a c o m p re h e n s iv e c u ltu ra l plan fo r N o rth e a s t O hio

55,000

Donors: Ja c k N. and Lilyan M a n d e l Fou ndation , Jose p h and Florence M a n d e l F am ily F o u ndation , M o rto n and B arbara M a n d e l F am ily Foundation Use of account: To s u p p o rt te c h n o lo g y c o m m e rc ia liz a tio n , m a n u fa c tu rin g and n e ig h b o rh o o d e con om ics research Donor: The S ta rr F oundation Use of account: To provid e fo o d , c lo th in g and s h e lte r fo r th e nee dy in th e C leveland area

Donor: Lila W a lla c e -R e a d e r's D ig e s t Fund Use of account: For in crea sed p a rtic ip a tio n in a rts and c u ltu re

$397,500

ADDITIONS TO PROJECT ACCOUNTS Community AIDS Partnership

$52,525

Donor: N a tio n a l A ID S Fund In memory of Charles A. Barber: D eborah M cC o llo ch Through a g ift to National AIDS Fund: C ouncil o f Fashion D e signe rs o f A m e ric a 's Vogue In itita tiv e

Education Governance Task Force

7,500

Donor: The G eorge Gund F ou ndation

The Findlay-Hancock County Community Foundation

1,160

Donors: P a trick W . and S ondra D. Rooney, Dr. Em il C. and Jo yce L. Z ie g le r

Grantmakers Forum

8,000

Donors: G re a te r C leveland G ro w th A s s o c ia tio n , The G eorge Gund F ou ndation

Grantmakers in Aging

5,600

Donors: Florence V. B urden Fou ndation , The J ohn A. H a rtfo rd F ou ndation , Inc.

Neighborhood Preservation Initiative

244,970

Total Additions to Project Accounts

$319,755

Donor: The P ew C h a rita b le Trusts


ADDITIONS TO SUPPORTING ORGANIZATIONS Findlay-Hancock County Community Foundation

$4,130,388* N e w p e rm a n e n t fu n d s : $3,1 2 6 ,6 8 4 , A d d itio n s to e x is tin g fu n d s: $89 2,7 04, P aym ents on p rio r y e a r pledges: $ 1 1 1,0 00

Goodrich Social Settlement The McDonald Fund

*

43,546

1,302,597

Of this amount, $111,000 represents payments against pledges made in a previous year which are n o t included in the current year's financial statements. The fu ll pledge amount was recognized in the year the pledge was made.

Donors: R obert R, Rhodes T e s ta m e n ta ry Trust, Ellen G arretson W a d e M e m o ria l Fund

Donor: E state o f C harles R. M c D o n a ld

Total Additions to $5,476,531 Supporting Organizations

SUPPORTING ORGANIZATIONS You, your fam ily or a private foun d atio n m ay create a supporting organization o f The Cleveland Foundation, a special fund w ith its ow n grantm aking ability, investm ent objectives an d board o f trustees. The supporting organization benefits from o u r professional staff, adm inistrative services and favorable tax status.

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

Trustees: Charles L. Patton Jr., W illia m Patmon, Dennis Knowles, Yvonne Pointer, H ilary S. Taylor, Rev. Elmo A. Bean, David G. H ill, M ichae l J. Hoffm ann, Steven A. M in te r

The Alton F. and Carrie S. Davis Fund

Trustees: M a ry Jane Davis H a rtw ell, Shattuck W . H a rtw e ll Jr., M .D ., John J. Dwyer, S ally K. G risw old (com pleted term M arch 1998), A drienne L. Jones (effective A p ril 1998), Harvey G. Oppmann

The Findlay-Hancock County Community Foundation

Advisory Committee: G. Norm an N icholson, Chairperson Rev. G. Terry Bard, Pamela K.M. Beall, David S. Healy, Patrick W. Rooney, Judy Rower, Ralph D. Russo, The Hon. John P. Stozich, Charles J. Younger

Goodrich Social Settlement

Trustees: S. Sterling M c M illa n III, Richard W . Pogue, David G. Hill (com pleted term M arch 1997), Ann L. M a ro tta , M ichael J. Hoffm ann (effective A p ril 1997), Steven A. M in te r

The Higley Fund

Trustees: A lb e rt M . H igley Jr., Beverly G. Higley, Jam es M . Delaney, Sally K. G risw old (com pleted term M arch 1998), Steven A. M inter, M o lly O ffu tt (effective A p ril 1998)

The McDonald Fund

Trustees: Gary L. B leiw eiss, John J. Dwyer, John D. E llsw orth, David G. H ill, Steven A. M in te r

The Sherwick Fund

Trustees: John S herw in Jr., Heather Sherw in, Jam es E. Bennett III, Jam es M . Delaney, David G. Hill

The Treu-Mart Fund

A supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland Trustees: A rth u r W. Treuhaft, M ary Louise Hahn, Rev. Elmo A. Bean, Henry L. Zucker, Henry J. Goodman, Jerry V. Ja rre tt, A lb e rt B. Ratner


T $1,400,000,000 97

1,200,000,000 96

1 ,000 ,000,000

95 91 92 93 94

800,000,000 89 90

600,000,000 87

88

400,000,000

Asset M arket Value

h e F o u n d atio n 's financial p o sitio n stren g th en ed in 1997 th ro u g h a c o m b in a tio n o f o n g o in g grow th in th e financial m arkets a n d an historic year o f new gifts. We ben efited from a th ird consecutive year o f d o u b le ­ digit returns in th e large cap d om estic equity m arket. Total assets grew from $1,021,004,865 at year en d 1996 to total assets o f $1,269,684,396 at D ecem ber 31, 1997. D uring th e year, o u r investm ent m anagers generated $189,751,411 o f realized an d u nrealized gains a n d $39,020,362 o f interest and dividend incom e. Revenues, gains an d o ther su p p o rt totaled $269,331,751. O ur 1997 investm ent, trustee and adm inistrative expenses were $9,817,258, approxim ately 77 basis points - less th a n 1 percent - o f total assets. Total expenses were $42,158,838; the m ost significant was grant expense o f $32,341,580. The am o u n t o f grant expense recog­ nized o n the financial statem ents is

FI NANCI AL HIGHLIGHTS 1 9 9 7

Property and other investm ents 1.5% Cash and short term investm ents 8.3% Fixed incom e 22.0% Equities 68.2%

Asset Allocation As o f December 31, 1997

determ ined by generally accepted accounting principles and does n o t include those grants o n w hich o ur Board has placed a condition. The Board o f Trustees an d D istribution C om m ittee authorized $42,643,857 in 1997 grants and adm inistrative budget, including conditional grants. O f this am ount, o u r 1998 adm inistrative budget was $5,352,300 - ab o u t four-tenths o f o n e percent o f total assets. Grant authorizations increased by $6,364,821 over the prio r year. O ur investm ent m an ag em en t approach has tw o objectives: gener­ ate a consistent stream o f resources for grantm aking a n d m ain tain asset purchasing pow er over time. These objectives guide o u r role as stew ­ ards o f the assets do n o rs give us. We are able to achieve these objectives th ro u g h o u r p artn ersh ip w ith o u r trustee banks a n d invest­ m en t m anagers. In 1997 they co n tin u ed their 1996 investm ent approach, m ain tain in g an equity p o sitio n in excess o f 60 percent. Asset allocation at year e n d co n ­ sisted o f an equity p o sitio n o f 68.2 percent, fixed incom e p o sitio n o f 22.0 percent, sh o rt term p o sitio n o f 8.3 percent a n d 1.5 p ercent in o th er m iscellaneous assets. This approach pro d u ced a to tal 1997 return o f 23.8 percent from th e F oundation's various portfolios. Assets grew from $494,650,361 in 1988 to $ 1 ,2 6 9 ,6 8 4 ,3 9 6 in 1997 th ro u g h a c o m b in a tio n o f excellent investm ent perfo rm an ce by o u r tru stee b anks a n d invest­ m e n t m anagers a n d th e c o n tin u ed generosity o f donors. This tre m e n ­ d o u s grow th en a b le d us to disburse $ 2 93,358,12 0 in grant dollars d u rin g th e ten-year period.


Trustee Banks

Bank O n e O h io Trust C om pany, NA 6 0 0 S u p e rio r A v e n u e C le v e la n d , OH 4 4 1 1 4 -0 1 8 3

FirstM erit Bank, NA 123 W e s t P ro s p e c t A v e n u e C le v e la n d , OH 4 4 1 1 5 -1 0 7 0

Investment Managers

The H u n tin g to n Trust C o m p a n y NA 9 1 7 E u clid A v e n u e C le v e la n d , OH 4 4 1 1 5

Key Trust C o m p an y o f O hio, NA 127 P u b lic S q u a re , 1 7 th F lo o r C le v e la n d , OH 4 4 1 1 4 -1 3 0 6

N atio n al City Bank 1 90 0 E ast N in th S tre e t C le v e la n d , OH 4 4 1 1 4 -3 4 8 4

Non-Trustee Investment Managers

D avidson Partners Investm ent C ounsel, L.P. 3 0 0 0 0 C h a g rin B o u le v a rd C le v e la n d , OH 4 4 1 2 4

Gries Financial C o rp o ratio n 1801 E ast N in th S tre e t, S u ite 1600 C le v e la n d , OH 4 4 1 1 4 -3 1 0 0

The Inv estm en t F und for F oun d atio n s 2 4 0 5 Ivy Road C h a rlo tte s v ille , V A 2 2 9 0 3

M cD onald & C o m p an y Securities, Inc. 8 0 0 S u p e rio r A v e n u e , S u ite 2 1 0 0 C le v e la n d , OH 4 4 1 1 4

M errill Lynch Trust C om pany O ne C le v e la n d C e n te r 1 37 5 E ast N in th S tre e t C le v e la n d , OH 4 4 1 1 4 -1 7 9 8

R oulston & C om pany, Inc. 4 0 0 0 C h e s te r A v e n u e C le v e la n d , OH 4 4 1 0 3

Stein Roe & Farnham , Incorporated T h e G a lle ria & T o w e r a t E rie v ie w 1301 E ast N in th S tre e t, S u ite 1 4 1 4 C le v e la n d , OH 4 4 1 1 4

36

V anguard Fiduciary Services P.O. B o x 2 9 0 0 V a lle y Forge, PA 1 9 4 8 2 -2 9 0 0


A N N U A L REPORT S U P P L E M E N T 1 9 9 7 F U N D S A N D GRANTS


The Cleveland Foundation's

mission

is to enhance the quality of

life

for all citizens of Greater Cleveland, now and for generations to come, by

community endowment, addressing needs through grantmaking, and providing

1997

leadership on key community issues. is

SUMMARY

I $1,269,684,396 Assets at D ecem ber 31, 1997

$55,811,536 N ew Assets Received 1997

$42,643,857 G rants, Program -Related In vestm ent a n d A dm inistrative Budget A uthorized

P erm an en t Funds o f The C leveland F o u n d atio n Established D onor-A dvisor Funds Established Agency E n d o w m en t Funds S u p p o rtin g O rganizations 1997 Total G rant A uthorizations


P E R M A N E N T F U N D S OF THE CLEVELAND F O U N D A T I O N Thousands of donors have contributed to The Cleveland Foundation since its founding in 1914. Their gifts, ranging from a fe w dollars to

M a ry K. and Robert R. Broadbent Salvation A rm y Endow m ent Fund

millions, have made possible all the grants listed in the second part

Fannie Brow n M em o rial Fund

of this report. W e thank them for their legacy to our community.

M a rie H. Brow n Fund

A gift of $10,000 or more establishes a permanent fund in any name

Ada G. Bruce Fund

the donor chooses. Following is a list of the permanent named funds of

George F. Buehler M em o rial Fund

The Cleveland Foundation.

M arie I. B uelow Fund

M o rris A bram s Fund

W arner M . Batem an M em o rial Fund

The A d o m e it Fund

Cornelia W. Beardslee Fund

Lew is and Ruth A ffe ld e r Fund

Jam es C. Beardslee Fund

Rhoda L. A ffe ld e r Fund

Louis D. Beaum ont Fund

W ickha m H. A ldrich Fund

Dorothy S. and Robert K. Beck M em orial Fund

Rob Roy A lexander Fund The W illia m Harry A lexander Fund The A lo y M em o rial Scholarship Fund

The Beckenbach Scholarship M em o rial Fund

Judge Lillian W . Burke Scholarship Fund Burkhardt Fam ily Fund The Harry F. and Edna J. Burm ester C haritable R em ainder U n itrust No. 1 The Thomas Burnham M em orial The Thom as Burnham M em o rial Trust Katherine W ard Burrell Fund Edmund S. Busch Fund

Karl B. Bernal M em o rial Fund

Ja n e t G. and M a ry H. Cameron M em o rial Fund

M a ry Berryman Fund

M arian M . Cameron Fund

Raleigh F. A n d rie M em o rial Fund

N estor B. Betzold Trust

The M artha B. C arlisle M em o rial Fund

The George and M ay M a rg are t A n gell Trust

The Leona Bevis C haritable Rem ainder A n n u ity Trust

Edna L. and G ustav W. Carlson Foundation M em o rial Fund

A n is fie ld -W o lf Fund

Ida Beznoska Fund

Harry and M a rjo rie M . Carlson Fund

Charles R ieley A rm ington Fund

Big Brothers of G reater Cleveland Fund

A lfre d J. Carpenter M em o rial Fund

Raymond Q. and Elizabeth Rieley A rm ington Fund

The Dr. H am ilton Fisk Biggar Fund

Leyton E. C arter M em o rial Fund

H attie E. Bingham Fund

M a ry C. Carter G ift A n nuity

Katherine B. A rundel Fund

Helen and Ira J. Bircher Fund

Robert and A n nie Cartman Fund

W a lte r C. and Lucy I. A strup Funds (2)

George Davis Bivin Fund

Sophie Auerbach Fund

Samuel C. Blake, M ary A. Camp Blake and M arian B. Leiner M em orial C haritable Trust

The Central High School Endow m ent Fund

The Dr. David A lsbacher Fund for M edica l Research

M a rg a re t M ontgom ery A u stin and Charles Taylor A u stin M em o rial Fund

E. Bruce and V irginia Chaney Fund

Edith F. Blum C om m unity Pooled Incom e Fund

The Fred H. Chapin M em o rial Fund

Ruth and Elmer Babin Fund

The M a rtin E. and Evelyn K. Blum Fund

The George Lord and Elizabeth Chapman Fund*

The Frederic M . and N e ttie E. Backus M em o rial Fund

Tom L.E. Blum and M a rtin E. Blum Fund

The Frank J. and N e llie L. Chappie Fund*

Katherine Bohm Fund

The M agdalena Baehr Fund

Ernest J. Bohn M em orial Fund

A lto n LaM aur Character M em o rial Scholarship Fund

Fannie W h ite Baker Fund

Roberta Holden Bole Fund

The Children Forever E ndow m ent Fund

W a lte r C. Baker Fund

N e w e ll C. Bolton Fund

W a lte r C. and Fannie W h ite Baker Fund

Jean and Roger Bond Jr. Fund

The A d ele Corning Chisholm M em o rial Fund

Lilian Hanna B aldw in Fund

Helen R. B o w le r Fund

Ball, Ball, G allow ay, Jacobs and Pickett Fund Fred J. Ball Fund The Fred J. Ball and Elizabeth S. Ball Charitable R em ainder Trust M a lvin E. Bank Fund D. R obert and K athleen L. Barber Fund M abel R. Batem an M em o rial Fund

The George H. Boyd Fund* Alva Bradley II Fund Leonard A. and Helen Russell Bretschneider Scholarship Fund Je an ette W. Brew er Fund G ertrude H. B ritton, Katharine H. Perkins Fund

George W . Chisholm Fund The A rth u r W . Chown Fund G arnetta B. C hristenson and LeRoy W . C hristenson Fund Mr. and M rs. Harold T. Clark Fund J.E.G. Clark Trust M a rie O denkirk Clark Fund C lark-O wen M e m o ria l Fund The Elsa Claus M em o rial Fund No. 2


Inez and Harry C lem ent A w ard Fund

M a ry M cG raw Everett Fund

C leveland: N O W Fund

The Irene Ewing Trust

Frederick H. and Frances S o uth w orth G off Fund*

Cleveland R ecreational A rts Fund

B etty H. and Jean E. Fairfax Fund

Isaac C. G off Fund*

Cleveland W a r M em o rial

Charles Dudley Farnsw orth Fund

Edwin R. G oldfield Fund

C levite W e lfa re Fund

Charles Farran Fund

Lillian F. G oldfield Fund

C aroline E. C oit Fund

The George D. and Edith W . Featherstone M em o rial Fund

M a rie Louise G ollan Fund

The Vince Federico M em o rial Fund

Peter G om m et Fund

Dr. Frank Carl Felix and Flora W e b ste r Felix Fund

Dr. Isadora J. Goodman and Ruth G oodm an M em o rial Fund

W illia m S. and Freda M . Fell M em o rial Fund

Juliu s E. G oodm an Fund The George C. and M a rio n S. Gordon Fund

Herald and Clara S haffner Fellinger Fund

Robert B. Grandin Fund

The Fenn Educational Funds (4)

W in ifre d H. Gray C haritable G ift A nnuity

A rth u r F. and G ladys D. Connard M e m o ria l Fund A.E. Convers Fund* Harry Coulby Funds (2) Jacob D. Cox Fund S. H oughton Cox Fund Cathy L. Crabtree Fund The Eileen H. Cram er and M arvin H. Cram er Fund The W illia m R. and F. Cassie D aley Trust Fund Henry G. Dalton Fund Alzada S ingleton Davis Fund Barbara J. Decker Fund Edward H. deConingh Fund M a ry E. Dee M em o rial Fund Jam es M . and Ann M . Delaney Fund The H ow ard and Edith Dingle Fund The Carl and M arion D ittm a r Fund Edwin A. and Ju lia Greene Dodd Funds (2) Esther A. Donzella M em o rial Fund

First Cleveland Cavalry-Norton M em o rial Fund W illia m C. Fischer and Lillye T. Fischer M em o rial Fund

Erwin L. Fisher and Fanny M . Fisher M em o rial Fund

V irginia H. Hamann G ift A n nuity

Helen V. Fitzhugh G ift A n nuity Edward C. Flanigon Fund Percy R. and Beatrice Round Forbes M em o rial Fund Frances B. and George W . Ford M em orial Fund The Forest C ity H ospital Foundation Fund

L. Dale Dorney Fund

The Fannie Pitcairn Frackelton and David W. Frackelton Fund

Constance C. Frackelton Funds (4)

Robert J. Frackelton Fund

Charles A. D riffie ld M em o rial Fund

The George Freeman C harity Fund

The Thom as Dugan and A lice Dugan M em o rial Fund

W in ifre d Fryer M em o rial Fund

The M a ry and W a lla ce Duncan Fund

Bruce S. Dw ynn M em o rial Fund A lice M cH ardy Dye Fund Lyda G. and H oratio B. Ebert Fund

M axine Y. Haberm an Fund The H ortense B. H alle and Jay M . H alle Fund

Gladys J. and Hom er D. Foster Fund

The W illia m C. and Agnes M . Dunn Fund

Harold R. Greene Fund

Fisher Fund

A nna J. Dorm an and Pliny 0. Dorman M em o rial Fund

Jam es J. Doyle and Lillian Herron Doyle Scholarship Fund

Evelyn G olom b Fund

Frederic C. Fulton Fund Charles H. Gale Fund Frederic H. Gates Fund The Holsey Gates Residence Preservation Fund

Dorothea W rig h t H am ilton Fund Edwin T. and M ary E. H am ilton Fund The Lynn J. and Eva D. Hamm ond M em o rial Fund* Handyside Fam ily M em o rial Fund fo r W estern Reserve A cadem y Douglas P. Handyside M em o rial Fund Holsey Gates Handyside C haritable Rem ainder Trust Leonard C. Hanna Jr. Funds (9) The Leonard C. Hanna Jr. Special Fund W illia m S titt Hannon Fund Ja n e t Harley M em o rial Fund M r. and M rs. Roy G. Harley Fund H. S tuart Harrison M em o rial Fund Perry G. Harrison and V irg inia C. Harrison M em o rial Fund The Kate Hanna Harvey M em o rial Funds (2) F.H. H aserot Fund M e lv ille H. Haskell, M a ry H. Hunter, G ertrude H B ritton, Katharine H. Perkins Funds (2)

K ristian Eilertsen Fund

Eleanor R. Gerson Charitable Rem ainder U n itrust

Kevin J. and Carolyn P. Ellison Fund

Gest-Gharky Fund

The Emerald Necklace Fund

The W illia m F. and Anna Law rence Gibbons Fund*

John and Helen A. Hay M em o rial Fund

Emil and Genevieve G ibian Fund

Lew is H ow ard Hayden and Lulu M ay Hayden Fund

Ada C. Emerson Fund* Irene C. and Karl Em m erling Scholarship Fund R einhold W . Erickson Fund Flora M . Everett Fund Henry A. Everett Trust Hom er Everett Funds (2)

Frank S. Gibson M em o rial Fund Rose B. and M yron E. Glass M em o rial Fund Frederick Harris G off Fund

Dorothea Jean H assler C haritable G ift A n n u ity Henry R. Hatch M em o rial Fund Hom er H. Hatch Fund

George H alle Hays Fund Nora Hays Fund H eights Youth C enter Fund


The Henry E. H einer and M arie Hays H einer M em o rial Fund

Earle L. Johnson and W a lte r S a w te lle Doan and Ella P. Doan M em o rial Fund

The A rth u r A. Lederer and Ruth Law rence Lederer Fund

Carolyn V. H e ller Fund

The J. Kim ball Johnson M em o rial Fund

The Louise W . and Irving K. H e ller Fund

Sherm an Johnson and Frances Battles Johnson M em o rial Fund

H arley C. Lee and Elizabeth Keedick Lee Fund Frances D o o little Lesser Fund

The W illia m M yron H eller M e m o ria l Fund

The Thomas Hoyt Jones Fam ily Fund

John F. and Catharine M . Lew is Fund

The V irginia Jones M em o rial Fund

The Jon Lew is Fund

W arren J. Henderson Fund

The V irginia L. Jones C haritable Rem ainder U n itrust

M artha M . Linden Fund

The W illia m M . and Elizabeth W . Jones Charitable R em ainder A n n u ity Trust

R obert M . Linney Fund

M ild re d Shelby H e ller M em o rial Fund

E.C. and D.V. Henn Fund Iva L. Herl Fund The C liffo rd B. H ershik M em o rial Fund Agnes E. M eyer Herzog Fund The Siegm und and Bertha B. Herzog E ndow m ent Fund Jam es R. Hibshm an Fam ily Trust H ighland V ie w H ospital Em ployees' Fund A lb e rt M . H igley M em orial A lb e rt M . and Beverly G. H igley Fund M a ry G. H igley Fund M ild re d S. H igley Fund The Hinds M em o rial Fund* The Hiram House Fund The Harry and Flora Dorothy Hirsohn Fund The Jacob H irtenstein Fund

W illia m M . and Elizabeth W. Jones Fund Jam es S. Jordan Fund A drian D. Joyce Fund The Frederick W . and H enryett Slocum Judd Fund H enryett S. Judd Fund T illie A. Kaley and W arren R. Kaley M em o rial Fund Karamu House Trust

Elmer L. Lindseth Fund

Sue L. L ittle Fund Vida C. Logan Fund Elizabeth T. Lohm iller Fund M e ta M . Long Fund Gustave Lorber and Frieda Bruml Lorber M em o rial Fund Henry M . Lucas Fund Clem ens W . Lundoff and Hilda T. Lundoff Fund

Raymond B. Kelley Fund

Thom as E. and Patricia A. Lusk C haritable Rem ainder U n itrust

A lb e rt B. and Sara P. Kern M em o rial Fund

C halm er F. and Ruth A. Lutz Fund

Lois E. Kerr M em o rial Fund Joseph E. K ew ley M em o rial Fund Orrin F. K ilm er Fund

Frank J. Lynch Fund N e llie Lynch Fund Carol A. M achaskee Fund

L illian E. Kirchner Fund

The W illia m Fred M ackay and Cora Carlisle M ackay M em o rial Fund

Clarence A. Kirkham M em o rial Fund

Theresa M ae M acN ab Fund

Reuben W . H itchcock Fund

John R. K istner Fund

Anna M ary M agee M em o rial Fund

Suzanne and M ichae l J. H offm ann Fund

Dr. Emmanuel Klaus M em orial Fund

The M aude F. M a je ric k Fund

M r. and M rs. A rth u r S. Holden Fund

Sandra L. Klopp Fund

Leone R. Bowe M arco Fund

Helen M . H olland M em orial

Samuel B. K night Fund

Leonard G. M a rtie n Fund

Dr. John W. H o llow ay M em o rial Fund

The Philip E. and Bertha H aw ley Know lton Fund

A lice Keith M a th e r Fund

Guy L. Holm an Fund

Estelle C. Koch M em orial Scholarship Fund

The Samuel M a th e r and Flora Stone M a th e r M em o rial Fund

H. M o rle y and Elizabeth N ew berry H itchcock Fund

M ild re d E. Hom m el and A rth u r G. Hom m el M em o rial Fund A.R. Horr Trust* Centureena S. H otchkiss Fund H ow ard W . H o ttenstein Fund V irginia M . Huey Fund M a rtin Huge, M artha M . Huge, Theodore L. Huge and R einhardt E. Huge M em o rial Fund The John H untington Benevolent Fund The A.W . H urlbut Fund June Isquick Fund M a rg a re t Jackson Fund The Norm a W itt Jackson Fund Judge Perry B. Jackson Fund Rhea Hanna Jerpbak M em o rial Trust

Richard H. Kohn Fund

Ruth A. M atso n Fund

The Vilm a L. Kohn Charitable R em ainder U nitrust

The Frederick R. and Bertha Specht M autz Scholarship Fund

Leslie and Elizabeth D. Kondorossy Charitable Rem ainder U nitrust

Erma L. M a w e r Fund

The O tto and Lena K onigslow M em orial Fund* Samuel E. Kram er Law Scholarship Fund M a ry Kopec Kreicher Fund

H arriet E. M cB ride Fund M alcolm L. M cB ride and John Harris M cB ride II M em o rial Fund Dr. Jane Power M cC ollough Fund

Leonard Krieger Fund

The Lew is A. and Ellen E. M cC reary M em o rial Fund

Elroy J. and Fynette H. Kulas Fund

Heber M cFarland Fund

A lexander G. Lajoie Jr. M em o rial Fund

The John A. and M ild re d T. M cG ean Fund

The Lake-Geauga Funds (5)

Hilda J. M cG ee Fund

The M a rjo rie and Samuel Lam port C haritable Rem ainder Trust

The George W . and Sarah M cG uire Fund

Kathryn V. Lantz Fund

Donald W. M cIntyre Fund Gladys M . M cIntyre M em o rial Fund


W . B re w ste r M cKenna Fund The K atherine B. M c K itte ric k Fund The John C. M cLean M e m o ria l Fund Ruth N e ville M cLean M em o rial Fund The H ow ard T. M c M y le r Fund The Thom as and M a ry M c M y le r M e m o ria l Fund

John F. O berlin and John C. O berlin Fund John F. O 'Brien C haritable R em ainder U n itrust The Crispin and Kate O glebay Trust Ohio N ut and B o lt Company Fund Beulah N. O linger Fund

The A lb e rt Younglove M eriam and Kathryn A. M eriam Fund

John G. and M ay Lockw ood Oliver M em o rial Fund

A lice Butts M e tc a lf Fund

Henry and M artha O lle ndorff Fund

The Grace E. M e ye tte Fund

Clarence A. Olsen Trust

Sarah Stern M ichae l Fund

M ary King Osborn Fund

Herm an R. and Esther S. M ille r M em o rial Fund

W illia m P. Palm er Fund

H ilda Reich Fund M ag g ie A. Reim er Fund Leonard R. Rench Fund The R etreat M em o rial Fund M a rie Richardson M em o rial Fund Charles L. Richman Fund N athan G. Richman Fund Robin and M e ta lw o rk s Em ployees' Educational Resource Fund Helen D. Robinson Fund A lice M . R ockefeller Fund Elizabeth Becker Rorabeck Fund Rebecca and Etta Rosenberg M em o rial Fund

W illia m P. M ille r Fund

The Dr. Charles B. Parker M em o rial Fund*

Helen Gibbs M ills M em o rial Fund

Erla S chlather Parker Fund

Edward L. Rosenfeld and Bertha M . Rosenfeld Fund

V ictor M ills Fund

The Joseph K. and Am y Shepard Patterson M em o rial Fund

Roulston Fam ily Fund No. 3

Steven and D olly M in te r Fund A nna B. M inzer Fund John A. M itc h e ll and Blanche G. M itc h e ll Fund

Frederick W o o d w o rth Pattison Fund

Charles F. Ruby Fund

Tommie Lenora Pradd Patty Fund

W illia m A. Ruehl and M ary Ruehl M em o rial Fund

Blanche B. Payer Fund

D orothy and Helen Ruth Fund

The A ngelo and Dorothy M onopoly M e m o ria l Fund

Linda J. Peirce M em orial Fund

St. Barnabas G uild fo r N ursing Fund

Douglas Perkins Fund

V irg inia Salay M em o rial Fund

Cornelia S. M oore Fund*

The A u gust G. and Lee F. Peterka Fund

Ruth G. and Sam H. S am pliner Fund

The George L. and Genevieve D. M oore Fam ily Funds (2)

Grace M . Pew Fund

J a n e t Coe Sanborn Fund

Poetry Fund

M a ry C oit Sanford Fund

The Mr. and M rs. Jay P. M oore M em o rial Fund

Lucia C. Pomeroy Charitable G ift A nnuity

The M a ry Coit Sanford M em o rial Fund

John H. and Beatrice C. M oore Fund

Caroline Brow n Prescott M em o rial Fund

W illia m A. M o rn in g sta r Fund

W a lte r D. Price Fund

J. H ow ard and Josephine L. M orris G ift A n n u ity

W illia m H. Price Fund

Dr. Henry A. and M ary J. Schlink M em o rial Fund

Princeton Urban Studies Fellow ship Fund

Scholarship-in-E scrow Fund

W illia m C urtis M orton, M aud M orton, K athleen M orton Fund

Ernest D. Saunders Fund O liver H. Schaaf Fund

O tto F. Schram m and Edna H. Schram m M em o rial Fund

M a ry M acB ain M otch Fund

Florence M ackey Pritchard and P.J. Pritchard Scholarship Fund

E. Freeman M ould Fund

Queen M cG ee Evans Pryor Fund

The Robert N. Schw artz Fund fo r Retarded Children

Jane C. M ould Fund

The Public Square Preservation and M aintena nce Fund

D em etra A. S ciulli Fund

The J. Am brose and Jessie W heeler Purcell M em o rial Fund*

W illia m C. S cofield M em o rial Fund

Grace M urray Fund Frank A. M yers Fund Tom Neal Fund N eighbors A g a in st Racial Violence Fund Harold M. N ichols Fund Jessie Roe N orth and George M ahan North M em o rial Fund The N orthern Ohio Opera Fund The N o rth w e st Emergency Team Fund Fay-Tyler M urray N orton Fund Blanche E. N orvell Fund*

The George John Putz and M a rg a re t Putz M em o rial Fund The Fred 0. and Lucille M . Quick Fund

A lice Duty Seagrave Foreign S tudy Fund W arner Seely Fund Charles W . and Lucille Sellers M em o rial Fund

The Charles G reif Raible and Catherine Rogers Raible Fund

W illia m K. Selm an M em o rial Fund

The John R. Raible Fund

The A rth u r and Agnes Severson M em o rial Fund

V icto ire and A lfre d M . Rankin Jr. Fund M arion E. Rannells Fund Barbara Haas Rawson M em o rial Fund

Harry N orvell Fund R. Henry N o rw eb Jr. and Elizabeth G. N o rw eb G ift A n nuity

Henry W . S ciulli C haritable Rem ainder U n itrust

Grace P. Rawson Fund Clay L. and Florence Rannells Reely Fund

Glenn M . and Elsa V. S haw Fund Frank S. Sheets and A lberta G. Sheets M em o rial Fund Frank E. Shepardson Fund Nina Sherrer Fund


The Henry A. S h erw in and Frances M . S h erw in Funds* (3)

Vernon S to u ffe r M em o rial Fund

M abel Breckenridge W ason Fund B *

Leonard F. S tow e Fund

S tanley H. W atson M em o rial

Jam es N elson S h erw in Fund

M o rtim e r I. Strauss and Helen E. Strauss and Blanche N e w M em o rial Fund

Frank W a lte r W eid e Fund

The John and LaVerne Short M e m o ria l Fund

Ralph E. and Barbara N. String C haritable R em ainder U nitrust

The Harry H. and S tella B. W eiss M em o rial Fund

The Ignatz and Berta Sunshine Fund

Burt W enge r Fund

The A.H. and J u lia W . Shunk Fund

C.F. Taplin Fund

Leroy A. W estm an Fund

The Thom as and Anna Sidlo Fund

Charles Farrand Taplin and Elsie H. Taplin Fund

George B. and Edith S. W h e e le r Trust

The John and Frances W . S herw in Fund Cornelia Adam s Shiras M em o rial

Josep hine R. and Edward W . Sloan Jr. Fund Kent H. S m ith Fund The N e llie B. Snavely Fund S ociety fo r Crippled Children Tris Speaker M em o rial Fund

Taw Fam ily Salvation A rm y Endow m ent Fund The A lm a M . and Harry R. Tem pleton M em o rial Fund H enrietta Teufel M em o rial Fund

A.L. Somers Fund

The Katharine Holden Thayer Funds (3)

W illia m J. S o uth w orth Fund

The John H. Thom as Fund

W illia m P. S o uth w orth and Louisa S o uth w orth Fund

A lliso n John Thom pson M em o rial Fund

Dr. George P. Soyer Fund

H a rrie tt and A rth u r W e ila n d Fund

Lucius J. and Jenn ie C. W h e e le r M em o rial Fund Jane D. W h ite Funds (2) Ethel and Richard W h ite h ill Funds (3) M a ry C. W h itn e y Fund The M arian L. and Edna A. W h its e y Fund Edward Loder W h itte m o re Fund Henry E. and Ethel L. W id d e ll Fund R.N. and H.R. W iese nberger Fund

Am os Burt and Jeanne L. Thom pson Fund

The John Edmund W illia m s Fund

The John C. and Elizabeth F. S p arrow M em o rial Fund

Chester A. Thom pson Fund

Teresa Jane W illia m s M em o rial Fund

Hom er F. Tielke Fund

W h itin g W illia m s Fund

M a rio n R. S pellm an Fund

M aude S. Tom lin M em o rial Fund

Josep hine L. Sperry Fund

M a b e lle G. and Finton L. Torrence Fund

A rth u r P. and Elizabeth M . W illia m s o n Funds (2)

The G eorge B. Spreng and Hazel M yers Spreng M em o rial Fund

Stephen E. Tracey and Helen Oster Tracey Fund

The Hazel M yers Spreng Fund in m em ory o f her parents, Mr. and M rs. A.N. M yers

The Elizabeth M . and W illia m C. Treuhaft Fund

Rolande G. and George E. W illis C haritable Rem ainder U n itrust

Jessie C. Tucker M em o rial Fund

V irg inia Spriggs Fund

Isabelle Tumpach Fund

The G eorge H „ Charles E., and Samuel Denny W ils o n M em o rial Fund

The Robert V. and Florence W. Spurney C haritable R em ainder U n itrust

Jam es H. Turner Fund

The M iria m Kerruish Stage Fund

The Edward A. and Esther T. Tuttle M em o rial Fund

The Tracy S tarr Breast Cancer Research Fund

Rufus M . Ullm an Fund

The D orothy and Oscar H. Steiner Fund fo r th e Conservation of Abused Children

Leo W . Ulm er Fund C hristian and Sophia Vick M em o rial Fund

Jam es D. W illia m s o n Fund Ruth Ely W illia m s o n Fund

M a rjo rie A. W in b ig le r M em o rial H. Robert and Ann H. W is m a r Fund Edith A n is fie ld W o lf Funds (2) The B enjam in and Rosemary W o lp a w M e m o ria l Fund The W om en's General H ospital Fund N elle P. W o o d w o rth Fund

M o lly Agnes Voinovich M em o rial Fund

David C. W rig h t M em o rial Fund

Corinne T. Voss Fund

Edith W rig h t M em o rial Fund

Avery L. S terner Fund

The Hom er C. W a d sw o rth A w ard

The W u lf Sisters M em o rial Fund

Ada Gates Stevens M em o rial Fund

John F. and M ary G. W ahl M em o rial Fund

H erbert E. and Eleanor M . Zdara M em o rial Fund

Jessie M acD onald W alke r M em o rial Fund

Roy J. Zook and A m elia T. Zook Fund

Frederick C. Sterling Second Testam entary Trust

C atherine E. S tew art, M artha A. S tew art, Ju d ith H. S te w a rt and Je a n n e tte S te w a rt M em o rial Fund Jessie R. S te w a rt Fund The Charles J. S tilw e ll Scholarship Fund Ralph P. Stoddard M em o rial Fund Charles L. and M arion H. Stone Fund Esther H. and B.F. Stoner M em o rial Fund Jam es P. S torer Fund H a rrie t B. Storrs Fund

The John M ason W a lte r and Jeanne M . W a lte r M em o rial Funds (2) Ella M . W alz M em o rial Fund Philip R. and M a ry S. W ard M em o rial Fund Cornelia Blakem ore W arner M em o rial Fund Helen B. W a rn e r Fund M abel Breckenridge W ason Fund A

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


ES TABLI S HED DONOR-ADVISOR FUNDS A m erican Cancer Society, Ohio D ivision Incorporated, Cancer Research and Education Fund

Laura R. Heath Fund

George J. Picha Fund

A lle n C. and Louise Q. Holm es Fund

Richard W . and Patricia R. Pogue Fund

Thom as Hoyt and Katharine Brooks Jones Fam ily Fund

Charles A. and liana H orow itz Ratner Fund

Mr. and M rs. Tom H. Lang Fund

S te w a rt L. and J u d ith P. Rice Fund

The Edward C. and Jane D. Bloom berg Fund

Leaderson Fund

W illia m Hughes Roberts Fund

Charles P. and J u lia S. Bolton Fund

Eleanor M . Lew is Fund

Roulston Fam ily Fund

The Cam popiano Fam ily Fund

The Lincoln Electric Fund fo r Excellence in Education

Rukosky Fam ily Fund

The A m eritech Fund Bennett Fam ily Fund

Alvah Stone and A d ele Corning Chisholm M em o rial Fund The Funds fo r the C ity o f Cleveland (3) The C leveland Foundation Special Fund No. 2 The C leveland Foundation Special Fund No. 3 The Cleveland Foundation Special Fund No. 5

Robert R. and Ann B. Lucas Fund The Thornton D. and Penny P. M cDonough Fam ily Fund John P. M c W illia m s and Brooks B arlow M c W illia m s Fund

F. Jam es and Rita Rechin Fund

The Elizabeth and Ellery S edgw ick Fund R.H. S m ith Fam ily Fund Thomas and M ild re d Taylor Fund TR W Fund Philip R. U hlin Fund

The C leveland Foundation Special Fund No. 6

Andrea and Elmer M eszaros Fund

Paul A. and Sonja F. Unger Fund

The George W . Codrington C haritable Foundation Fund

W illia m A. and M a rg a re t N. M itc h e ll Fund

W ellm an P hilanthropic Fund

The M a ry B. M oon Fund

Harold L. and Patricia D. W illia m s Fund

The Donum Fund

The Lindsay J. and David T. M org e n th a le r Fund

W ip p e r Fam ily Fund

The Jam es E. and Isabelle E. D unlap Fund

Earl F. & Betsy D. M yerh oltz Fund

The W o lp e rt Fund

The GAR Fund

John G. and Karen R. N estor Fund

The Garda Fam ily Fund

Charles J. and Patricia Perry Nock Fund

The Robert J. and Ja n e t G. Yaroma Fam ily Fund

G risw old Fam ily Fund

Ohio A tto rn e y General Local Law Enforcem ent Fund

Donald F. and Shirley T. Hastings Fam ily Fund

ESTABLI SHED AGENCY E N DO W M ENT F U N D S A m erican Red Cross, The G reater Cleveland Chapter Fund

Federation fo r C om m unity Planning Health and Human Services Fund

Lesbian/G ay C om m unity Service Center of G reater Cleveland Fund

Aurora Schools Foundation Fund

Friends and M em bers Endow m ent Fund of St. Jam es A.M .E. Church

Lutheran M e tro p o lita n M in is try A ssociation Fund

G reater Cleveland A lum nae Chapter of Delta Sigm a Theta Sorority, Inc. E ndow m ent Fund

Rev. Dr. M arvin A. M c M ic k le Scholarship Fund

H athaw ay B row n School E ndow m ent Fund

Ohio H um anities Council E ndow m ent Fund

The Catherine H orstm ann Home Endow m ent Fund

The Benjam in Rose Ins titu te Fund

Black P rofessionals A ssociation C haritable Foundation Fund The C hildren's Theatre Endow m ent Fund The Cleveland Hearing and Speech Center Fund The Cleveland Institu te o f A rt Fund Cuyahoga County Public Library Endow m ent Fund Deaconess C om m unity Foundation Fund

Hospice o f the W estern Reserve Fund The Interm useum Conservation A ssociation Endow m ent Fund

Prevent Blindness Ohio Fund

The S alvation Arm y of G reater Cleveland Endow m ent Fund The Endow m ent Fund fo r United W ay Services


SUPPORTING ORGANIZATIONS You, your fam ily o r a private fo u n d a tio n m ay create a su p p o rtin g organization o f The C leveland F oundation, a special fund w ith its ow n grantm aking ability investm ent objectives a n d b o ard o f trustees. The su p p o rtin g organization benefits from o u r professional staff, adm inistrative services an d favorable tax status. Eight supporting organizations were affiliated w ith The Cleveland Foundation in 1997, including tw o pioneers in the field: The Sherwick Fund, the n atio n 's first supporting organization, and The Treu-M art Fund, the first supporting organization affiliated w ith b o th a com m unity fou n d atio n an d a Jewish co m m un ity federation. S u p p o rtin g o rganizations in 1997 aw arded $ 1,696,828 in grants. T he grants listed are fo r general su p p o rt unless otherw ise noted.

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

Established in 1994 Donor: C ablevision o f Cleveland Trustees: Charles L. Patton Jr., W illia m Patmon, Dennis Know les, Yvonne Pointer, H ilary S. Taylor, Rev. Elmo A. Bean, David G. H ill, M ichae l J. H offm ann, Steven A. M in te r No grants were made in 1997.

The Alton F. and Carrie S. Davis Fund

Established in 1979 by M ary Jane Davis H a rtw ell Trustees: M a ry Jane Davis H a rtw e ll, Shattuck W . H a rtw e ll Jr., M .D ., John J. Dwyer, S ally K. G risw old (com pleted term M arch 1998), A drienne L. Jones (e ffective A p ril 1998), Harvey G. Oppmann 1997 GRANTS Cleveland Opera • Purchase of a Kurzw eil 2500 Synthesizer

$5,800

Cuyahoga Valley Scenic Railroad • U pgrading and refurbishing the railroad car "B eaver Cove"

10,000

Neighborhood Health Care, Inc. • Birth control pharm aceuticals fo r low -incom e patients

15,000

PRETERM Cleveland, Inc. • Subsidized care fo r the m edically indigent Total Alton F. and Carrie S. Davis Fund Grants

The Findlay-Hancock County Community Foundation

5,000 $35,800

Established in 1992 as the Findlay-Hancock County Fund of The Cleveland Foundation Grantmaking focus: The C ity of Findlay and Hancock County Advisory Committee: G. Norm an N icholson, Chairperson, Rev. G. Terry Bard, Pamela K.M . Beall, David S. Healy, Patrick W . Rooney, Judy Rower, Ralph D. Russo, The Hon. John P. Stozich, Charles J. Younger 1997 GRANTS BOARD DESIGNATED Findlay Area Chamber Foundation • F acilitator to in vestigate the m erging o f tw o organizations

$5,000

Total Board Designated Grant

$5,000

DESIGNATED Findlay Board of Education • S teel drum s and m usic accessories • Innovative in itia tiv e s th a t b e n e fit stu d e n t learning First Presbyterian Church of Findlay • Annual Fund

$12,000 1,700

2,581


Friends of the Findlay-Hancock County Public Library • S upport of program s and fu tu re capita l needs

191

United Community Fund of Hancock County dba United Way of Hancock County • To support U nited W a y of Hancock County Total Designated Grants

2,000 $18,472

DONOR-ADVISED First Presbyterian Church of Findlay • Annual Fund

$7,200

United Community Fund of Hancock County dba United Way of Hancock County • Annual G ifts

3,700

University of Findlay • Sponsorship o f Mazza C ollection

1,000

Total Donor Advised Grants

511,900

SCHOLARSHIPS The Cleveland Foundation (Inc.) • Scholarships from the Linda B. Z iegler Fund to a graduate of Findlay High School • Scholarships from the Thomas Richard Shoupe, M .D. Fund to students w h o pursue studies a t accredited colleges • Scholarship from the Joseph R. and W e s te lle L. Brow ne Fund to a graduate of Findlay High School

$1,500 400 1,630 $3,530

Total Scholarship Grants Total Findlay-Hancock County Community Foundation Grants

Goodrich Social Settlement

$38,902

A ffilia te d in 1979 Grantmaking interests: G oodrich-G annett and Lexington-Bell neighborhood centers Trustees: S. Sterling M c M illa n III, Richard W . Pogue, David G. H ill (com pleted term M arch 1997), Ann L. M a ro tta , M ichae l J. Hoffm ann (effective A p ril 1997), Steven A. M in te r 1997 GRANTS Goodrich-Gannett Neighborhood Center

$52,000

Lexington-Bell Community Center Total Goodrich Social Settlement Grants

The Higley Fund

35,000 $87,000

Established in 1994 by Beverly and A lb e rt M . H igley Jr. Trustees: A lb e rt M . H igley Jr., Beverly G. Higley, Jam es M . Delaney, S ally K. G risw old (com pleted term M arch 1998), Steven A. M inter, M o lly O ffu tt (effective A p ril 1998) 1997 GRANTS Applewood Centers, Inc. • STAR CARE fo ste r parent tra in in g program fo r children p renatally exposed to drugs

$7,000

Bellflower Center for Prevention of Child Abuse, Inc. • Services fo r M errick House c lients and s ta ff fo r recognizing, preventing and dealing w ith child abuse

8,000

Broadway Area Housing Coalition • D evelopm ent of M illc re e k com m unity center and pool

7.500

Case Western Reserve University • M andel C enter fo r N o n p ro fit O rganizations' Youth P hilanthropy and Service project • M ild re d S. H igley Scholarship Fund a t M andel School of A p plied Social Sciences

5.000 5.000

Center for Families and Children • Child and Fam ily Resource Center capita l cam paign

5.000

CLEAN-LAND, OHIO

2.500


Cleveland Botanical Garden • Urban h o rticu ltu ra l program s

10,000

Cleveland Center for Economic Education • Econom icsAm erica to establish and m aintain an inventory of th ird and fo u rth grade econom ics textbooks

5,000

Cleveland Housing Network, Inc. • Position of housing services m anager to coordinate services to prevent hom elessness

10,000

The Cleveland Music School Settlement

5,000

Cleveland Scholarship Programs, Inc. • S cholarships fo r non traditional students

3,000

The Cleveland Society for the Blind

2,500

Cuyahoga Valley Scenic Railroad • School Field Trip and Education program 1997 tic k e t subsidies

5,000

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

2,500

The Foundation Center, New York, New York • O perating support fo r The Foundation Center - Cleveland O ffice

500

The Free Medical Clinic of Greater Cleveland

5,000

Friends of Project: LEARN, Inc.

2,000

Great Lakes Theater Festival • 1997-98 School Residency Program

5,000

Greater Cleveland Habitat for Humanity, Inc.

3,500

Hard Hatted Women of Cleveland, Inc. • Extension o f "M o re Than S how and Tell" Educational Resources D evelopm ent proje ct

2,500

Lander Circle Village of Pepper Pike Ohio Kiwanis Foundation, Inc. • Orange Senior Center capital cam paign

2,500

Lawrence School • Insta lla tion of n ew electrica l equipm ent

6,500

MidTown Corridor, Inc. • Chester Avenue landscaping in itia tiv e

2,500

The Musical Arts Association

2,500

New Life Community

2,500

Playhouse Square Foundation

2,500

Recovery Resources aka Alcoholism Services of Cleveland Inc. • Capital cam paign

10,000

Retired and Senior Volunteer Program of Greater Cleveland • Design, in sta lla tio n , te stin g and s ta ff tra in in g fo r custom so ftw a re system

4,500

The Salvation Army of Greater Cleveland

10,000

Shaker Lakes Regional Nature Center

2,500

Northern Ohio Children's Performing Music Foundation, Inc. dba The Singing Angels

2,500

Towards Employment, Inc. • Job Placem ent program

5,000

United Cerebral Palsy Association of Greater Cleveland, Inc. • A d aptive Technologies Center fo r children

8,000

Vocational Guidance Services • D evelopm ent of a Job Coaching Services program

7,500

Total Higley Fund Grants

$170,500


T he M cD o n ald F u n d

Established in 1984 by Charles R. McDonald Grantmaking focus: Entrepreneurial education for youth Trustees: Gary L. Bleiweiss, John J . Dwyer, John C. Ellsworth, David G. Hill, Steven A. Minter 1997 GRANTS Cleveland Enterprise Group • Operations at Collinwood Enterprise Center (over two years) • Establishment of Charles McDonald Marketing Center

$67,500 30,000

Granville Academy, Cleveland • Program activities

5,000

Junior Achievement of Greater Cleveland, Inc. • Expansion of its elementary school program within the Cleveland Public Schools (over two years) Total McDonald Fund Grants

T he S herw ick F u n d

68,476 $170,976

Affiliated in 1973 John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin, James E. Bennett III, Jam es M. Delaney, David G. Hill 1997 GRANTS Alzheimer's D isease and Related Disorders Association, Inc. • Development of early-stage group respite program

$10,000

Am erican Red Cross, Greater Cleveland Chapter • Project coordinator for LifeSkills for Youth project

19,000

Broadway Area Housing Coalition • Construction of community meeting center and swimming pool

7,500

John Carroll University • Framework for the Institute for Educational Renewal’s work with elementary schools

9,350

Case Western Reserve University • Mandel Center for Nonprofit Organizations' Youth Philanthropy and Service project (over three years)

30,000

Center for Fam ilies and Children • Child and Family Resource Center capital campaign Cleveland Botanical Garden

20,000 2,700

Cleveland Initiative for Education • Operating support

15,000

The Cleveland Foundation (Inc.) • Homer C. Wadsworth Memorial Fund

10,000

The Cleveland M edical Library Association • Publication of Cleveland's Treasures from the World of Botanical Literature

5,500

The Cleveland Museum of Art

2,700

The Cleveland Museum of Natural History • Full-time position of assistant curator of cultural anthropology (over two years) Cleveland Scholarship Programs, Inc.

32,700 2,700

Cleveland Women, Inc. dba Templum House • Personnel and office equipment costs of the Legal Advocacy Program Cleveland Zoological Society

15,000 2,700

Cuyahoga Valley Scen ic Railroad • School Field Trip and Education program 1997 ticket subsidies

10,000

Downtown Development Coordinators • Production costs of final plan for Euclid Avenue Revitalization Project

5,000

Educational Television Association of Metropolitan Cleveland, WVIZ-TV

2,700


Emmanuel Christian Church • Renovation costs associated with a residence for men in recovery

15,000

Fine Arts Association

2,700

The Foundation Center, N ew York, N ew York • Operating support for The Foundation Center - Cleveland Office

2,700

The Free M edical Clinic of Greater Cleveland • Health Information Network supplies and operating support

3,700

Geauga County Historical Society • Program development and capital needs

15,000

The Great Lakes Museum of Scien ce, Environment and Technology • Development and production of The Great Lakes Data Quest for the Great Lakes Situation Room (over two years)

100,000

Great Lakes Theater Festival • Transition expense of hiring a new artistic director

13,400

Hard Hatted Women of Cleveland, Inc. • Extension of "More Than Show and Tell" Educational Resources Development project

12,500

The Cleveland Health Education Museum dba The Health Museum

2,700

The Holden Arboretum

2,700

Kirtland Public Library

2,700

Law rence School • Installation of electrical equipment

6,000

The M usical Arts Association

2,700

National Conference of Christians and J e w s, Inc. • A collaborative production of I Could Stop on a Dime and Get Ten Cents Change

10,000

Greater Cleveland Neighborhood Centers Association

2,700

Playhouse Square Foundation

3,600

PRETERM Cleveland, Inc.

2,700

Recovery Resources aka Alcoholism Services of Cleveland Inc. • Capital campaign

25,000

Therapeutic Riding Center, Inc. • "Little Victories" capital campaign Towards Employment, Inc.

15,000 2,700

United Cerebral Palsy Association of Greater Cleveland, Inc. • Adaptive Technologies Center capital campaign

10,000

United Negro College Fund, Inc. of Cleveland

2,700

United W ay of Lake County, Inc.

10,300

United Way Services

25,000

W est Side Ecum enical Ministry • Acquisition and renovation of a new administrative facility The Western Reserve Historical Society

2,700

Lake County Young Men's Christian Association

2,700

Total Sherw ick Fund Grants

12

20,000

$519,450


T he T reu-M art F u n d

Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and the Jew ish Community Federation of Cleveland Trustees: Arthur W. Treuhaft, Mary Louise Hahn, Rev. Elmo A. Bean, Henry L. Zucker, Henry J . Goodman, Jerry V. Jarrett, Albert B. Ratner 1997 GRANTS Achievement Centers for Children • Technical Assistance Program

$30,000

Beech Brook • Development of its research and evaluation capacity and to facilitate organizational redesign

44,700

Bellflow er Center for Prevention of Child Abuse, Inc. • Merrick House Project

21,400

Case Western Reserve University • Mandel Center for Nonprofit Organizations' Youth Philanthropy and Service project

22,500

Center for Fam ilies and Children • Child and Family Resource Center capital campaign (over two years)

40,000

Cleveland Public Radio WCPN 90.3FM • Production and distribution of "Family Talk with Sylvia Rimm"

7,500

Cuyahoga Valley Scen ic Railroad • School Field Trip and Education program 1997 ticket subsidies

10,000

Federation for Community Planning • Summit for America's Future in Cleveland

25,000

Great Lakes Theater Festival • Search process for a new artistic director

25,000

Je w ish Community Federation of Cleveland • Jewish Cleveland Cares volunteerism initiative (over three years)

183,600

• MIS upgrades at Bellefaire Jewish Children's Bureau and Jewish Family Service Association (over three years)

180,000

Ratner Schools • Strategic planning

15,000

Starting Point • Operating support

15,000

Therapeutic Riding Center, Inc. • "Little Victories" capital campaign

15,000

United Cerebral Palsy Association of Greater Cleveland, Inc. • Adaptive Technologies Center for children

20,000

Vocational Guidance Services • Development of a Job Coaching Services program Total Treu-Mart Fund Grants

19,500 $674,200

13


TOTAL 1 9 9 7 GRANTS, PROGRAM-RELATED INVESTMENT AND ADMINISTRATIVE B U D GE T A U TH OR IZ E D

AUTHORIZATIONS Percentage of Total Grants, Program-Related Investment and Adminis足 trative Budget Authorized

Civic A ffairs

11%

Cultural A ffairs

19

8,242,487

2

1,034,944

Education

18

7,596,648

Health

14

5,785,624

Social S e rv ic e s

15

5,986,059

Geographic Funds

1

542,675

Philanthropic S ecto r

4

1,711,942

Other D isbursem ents

12

5,379,052

4

1,696,828

Econom ic Development

Supporting Organizations Total

100%

$4,667,598

$42,643,857

Grants listed in this report represent the total authorizations m ade in 1997. W ithin these authorizations, in certain instances, the grant is contingent upon action by the grantee a n d thus is not rec足 ognized in the fin a n cia l statem ents until the condition is met.


Civic Affairs Grants T h e A n im a l P ro te c tiv e L e a g u e

Cleveland Tenants O rganization

• Humane Education Program...................................................................$30,000

• Local council of tenant organizations in subsidized housing (second year) ................................................................................. 25,000

B ro a d w a y A re a H o u s in g C o a lit io n • Development of Millcreek community center ............................... 65,000 • Installation of hiking and biking trail in Millcreek developm ent....................................................................................................15,000

The Cleveland T om orrow Project, Inc. dba Cleveland Tom orrow • Update of Civic Vision 2000 downtown plan (second year) . . 75,000

T h e C e n t e r fo r P u b lic In te re s t

C om m unity Resource Inc.

• Development of web site on Northeast Ohio river quality

• Redirection of Young Minds project .....................................................5,950

issues by Ohio Public Interest Research Group ............................15,000

C uyahoga Valley Association • Coordinated regional open space planning meeting for

C it iz e n s L e a g u e R e s e a rc h In s titu te • Assessment of regional issues (over 18 m onths)...................... 100,000

park officials in eight counties ................................................................ 2,900 • Multipurpose building at Cuyahoga Valley Environmental

C it y Y e a r In c .

Education C en ter............................................................................................ 75,000

• City Year Cleveland volunteer service corps .............................. 200,000

D owntow n D evelopm ent C oord in ators

C it y o f C le v e la n d

• Implementation of Euclid Avenue plan ............................................. 55,000

• Retreat for members of Community Relations B o a rd ................... 2,500

The Earth Day C oalition

C le v e la n d A d v a n c e d M a n u fa c t u rin g P ro g ra m

• Director of volunteer services position ............................................. 25,000

• Regional Skills Coalition for workforce development of manufacturing com p anies........................................................................ 35,525

EcoCity Cleveland • Citizens' Bioregional Land Use and Transportation

C le v e la n d D e v e lo p m e n t F o u n d a tio n

Plan (over two y e a rs )................................................................................... 25,000

• Holiday lighting at Public S q u are.............................................................5,000 Growth Association to strengthen area training

Educational Television A ssociation o f M etropolitan Cleveland, WVIZ-TV

and employment system (over three y e a rs ).............................. 1,000,000

• Programs on urban sprawl in collaboration with

• Jobs and Workforce Initiative by Greater Cleveland

• Scholarship fund for Leadership Cleveland program ................ 15,000

Cleveland Public Radio WCPN 90.3FM ............................................ 40,000

T h e C le v e la n d F o u n d a tio n ( I n c .)

Euclid C om m unity C oncerns

• Public Square Preservation and Maintenance

• Human relations program (third year) .................................................. 9,000

Committee (over three years)

............................................................. 104,400

The G reater Cleveland Roundtable • Start-up support for The Diversity Institute

C le v e la n d H o u s in g N e tw o rk , In c . • Construction manager position (over two years) ......................... 60,000

(over three years)

...................................................................................... 204,000

C le v e la n d N e ig h b o rh o o d D e v e lo p m e n t C o r p o r a t io n

H ard Hatted W om en o f Cleveland, Inc.

• Policy development and planning activities

• Pre-apprenticeship training program (third year) ......................... 17,500

• Program activities (over two years)

................................. 20,000

.................................................. 48,550

• Neighborhood historic preservation program (fourth year)

. . 48,000

C le v e la n d S tate U n iv e r s it y F o u n d a tio n , In c . • Analysis of Medina County zoning by Maxine Goodman Levin College of Urban Affairs • Urban Affairs Building Project

Internation al Services C enter • Update of Cleveland Ethnic Directory ............................................... 34,915

C le v e la n d R e s to ra tio n S o c ie ty

............................................................. 15,000 .......................................................... 400,000

Italian A m erican C ultural Fou n dation • Conference to promote racial understanding.................................... 6,500

Lake Erie Nature and Science C enter • Capital campaign

......................................................................................... 90,000


Law E n fo rcem en t Fo u n d atio n , In co rp o rated • Institutional change workshops for police departments..............7,266

PROGRAM-RELATED INVESTMENT V ocational G uidance Services

League o f W om en Voters o f Cleveland Ed u cation al Fund, Inc.

• Transitional support.................................................................................$200,000

• Citizens Information Network Program (over 18 m onths)____ 54,170

TOTAL PROGRAM-RELATED INVESTM ENT

$200,000

Living in C leveland C enter • Business outreach project (over two y e a r s ).................................... 18,108

MidTown C orridor, Inc. • Purchase options on land as part of land banking initiative . . 40,000 • Reproduction of master p la n ......................................................................4,656 • Staff support for land banking initiative (over two years) . . 120,334

N eigh b orh ood Progress, Inc. • Home repair pilot program ...................................................................... 75,000

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

A nti-D efam ation League o f B'nai B'rith • Northern Ohio Regional Office's efforts to dispel antisemitism ................................................................................................. $15,150

O h io En viron m en tal C ouncil • Pollution prevention efforts in Cuyahoga River watershed . . . 15,000

The O h io State University Research Fou n dation

Cleveland Z o ological Society

............................................................134

Geauga Park D is t r ic t ....................................................................................629

• Expansion of Master Gardener Program by The Ohio State University Extension, Cuyahoga County (over two years) . . . . 33,135

The H olden A r b o r e tu m ...................................................................... 78,000

Project: LEARN, Inc.

The W om en 's City Club o f Cleveland

• Corrections Education Program at Northeast Ohio

• Educational lectu res............................................................................................592

Pre-Release Center for Women (third and fourth year) ........... 39,300 TOTAL DONOR DESIGNATED GRANTS

Saint V incent Q uadrangle, Inc.

$94,505

• Study of Quadrangle's future public safety and security n e e d s ................................................................................................. 25,000

Shaker H eights Rotary Club • Open space meeting area for community residen ts...................... 5,000

DONOR ADVISED GRANTS

Trust for Public Land - San Fran cisco, C alifornia

Grants are for general support unless otherwise noted.

• Start-up support for Cleveland field office (over two y e a rs).............................................................................................. 85,000

U n ited W ay Services • Nonprofit accounting and financial seminar ....................................1,000

University Circle Incorp orated • University Circle and Euclid Avenue improvement project

. . 75,000

Am erican Civil Liberties U n ion o f O hio F o u n d a tio n ...................................................................................... $1,000 Village o f Bratenahl • Village Hall Restoration Fund ...................................................................5,000

City Club Forum Fou n d ation , In c .................................................... 250 CLEAN-LAND, O H I O ....................................................................................500

The U rban League o f G reater Cleveland • Organizational capacity building (over two years) ................... 195,478

• Spring planting program in 1997 .......................................................... 66,110

Cleveland B otanical Garden

V ocational G uidance Services • Strengthening of financial and management capacities —

65,250

• Horticultural internship program ............................................................. 3,000

Cleveland C ouncil on W orld Affairs

Youth O pp ortu n ities U nlim ited • Restructuring support .............................................................................. 135,000

• Campaign for the Council.................................................................................300

Cleveland D evelopm ent Fou n dation TOTAL BOARD DESIGNATED GRANTS

$3,863,437

• Greater Cleveland Growth Association ............................................... 1,000 • Implementation of Greater Cleveland Growth Association's Jobs and Workforce Initiative at the Center for Employment Training.................................................................................... 50,000

The Cleveland T om orrow Project, Inc. dba Cleveland Tom orrow • Technical Assistance program of Neighborhood Progress, Inc....................................................................................................... 30,000

Cleveland W orks, In c ......................................................................................500 Cleveland Z oological S o c ie ty .......................................................... 1,500


C olu m b us State C om m u n ity C ollege, C olu m b us, O hio • Welfare-to-Work program .............................................................

C rim e Stoppers o f C uyahoga County, In c..............

205,000 500

C uyahoga Valley A ssociation

Tall Tim bers Research, Inc., Tallahassee, Florida

. . . 5,000

Towards Em ploym ent, In c..............................................

2,000

• General Fund ............................................................................................

500

• Job Placement program......................................................................

5,000

University Circle In corp orated

.................................

7,500

U rban Land Fou n dation , W ashington, D .C ..........

10,000

• Scholarships to low-income Cleveland Public Schools students attending the Cuyahoga Valley Environmental Education C e n te r..................................................

5,000

TOTAL DONOR ADVISED GRANTS The City o f East Cleveland • Police Department for radio console and system upgrade at Telecommunications C en ter.................................... . . . 24,796

Ed ucation al Television A ssociation o f M etropolitan Cleveland, W V IZ -T V ..........................

5,000

• Collaborative project by WVIZ and Cleveland Public Radio WCPN 90.3FM on urban sprawl .................................................. . . . . 7,900

Global Issues Resource C enter • Development of marketing p la n .....................................................

5,000

G reater Cleveland H abitat for Humanity, Inc. • Adopt-A-House program ...................................................................

19,500

500

H abitat for H um anity • New home construction

.................................................................. . . . 15,000

H abitat for Humanity, R ichm ond, V ir g in ia .........

500

H eights C om m u n ity C o n g r e s s ...................................

300

The H olden A rboretum ................................................

1,000

• Butterfly Garden ...................................................................................

4,500

Institute fo r C onservation Leadership, Takom a Park, Maryland • Northeast Ohio Organizational Development Project Lake M e tro p a rk s................................................................

20,500 1,000

Law E n forcem en t Fou n dation , Incorporated, D ublin, O h io ....................................................................... ........... 500 Living D esert Reserve dba The Living Desert, Palm D esert, C alifornia .................................................

500

The N ature C onservancy - O h io Chapter, D ublin, O h io .......................................................................

500

The N ature Conservancy, Inc., A rlington, Virginia • Charlottesville office .........................................................................................500

Rails to Trails Conservancy, W ash in gton , D.C.

500

Scenic O h io, C olum bus, O hio • A gift in the name of William B e h n k e .......................................

1,000

Shaker Square Area D evelopm ent C o rp o ratio n

1,000

T O T A L C IV IC A F F A IR S G R A N T S

AND PROGRAM-RELATED INVESTMENT Board Designated, Donor Designated, and Donor Advised

$4,667,598

5509,656


Cultural Affairs Grants

A pollo's Fire: The C leveland B aroq ue O rchestra

Cleveland Public Theatre, Inc.

• Staff support and marketing for 1997-98 s e a so n ...................... $18,000

• Presentation of experimental performing artists and

The Beck C enter fo r th e C ultural Arts, Inc.

• Strategic plan (second year) ......................................................................5,000

companies and outside evaluation ..................................................... 36,500 • Strategic plan (over 21 months)............................................................. 14,500

Cleveland Signstage Theatre, Inc.

Broadw ay S chool o f M usic & the Arts

• New position of assistant artistic director....................................... 22,500

• Program coordinator (third year) .......................................................... 13,600

Cleveland State University Fou n dation , Inc.

C abaret D ada

• Assistant director for Art Gallery (second y e a r )............................ 12,000

• Performance space improvements and professional stage lighting equipment for Black Box Theater .......................................15,000

The C anterbury Elem entary School PTA • Public sculpture project by artist Eva Kw o n g ....................................5,000

• Intergenerational outreach Marking Time program by College of Education Dance Program.................................................. 14,718

C om m ittee for Public Art • Project and staff support and strategic plan (over two y e a rs)............................................................................................ 130,000

Cleveland Artists Foundation • Catalogue of inaugural exhibition of founding artists of Artists Archives of the Western R eserve............................................ 5,000

Cleveland A ssociation o f Black Storytellers, Inc. • National Black Storytelling Festival and Conference................... 7,500

C ultural and Educational Institute for Boricua Advancem ent • Staff support for Julia de Burgos Cultural Arts Center (third grant) ...................................................................................... 15,000

Cleveland B allet

Cuyahoga C om m unity C ollege Foundation

• Bridge support.............................................................................................. 100,000

• Artistic and technical support for two Showtime

• Transitional support during organizational restructuring . . . 150,000

at High Noon concerts

..............................................................................10,000

• Community outreach and education programs of the

Cleveland C enter for C o n tem p o rary Art

1998 Tri-C Ja z z F e s t...................................................................................... 35,000

• Public programs and visitor services as part of strategic plan (over 22 m onths)..................................................... 120,000

DANCECIeveland • Artistic and marketing support for Kibbutz Dance

The Cleveland C ultural C oalition

Company and artistic plan for 1998-99 season ............................31,000

• Operating and staff support..................................................................... 50,000

D obam a Theatre The Cleveland Education Fund

• New Works Program for presenting new plays in

• Transition of Excellence in Music project from Cleveland School of the Arts (second year) .......................................................... 27,541

The Cleveland Foundation (In c.) • Start-up and staff support for Community Partnership for Arts and Culture ......................................................................................... 150,000

collaboration with The Cleveland Play House (over 21 months) ............................................................................................ 35,650

English-Speaking U nion o f the U.S., Cleveland Branch • Participation by area high school students in annual Shakespeare recitation competition .....................................................5,000

Cleveland International Film Festival dba Cleveland Film Society

The Fortnightly Musical Club o f Cleveland

• Start-up support of Cleveland Filmmakers, an advocacy,

• Cleveland Composers Guild Gets to the Point(el) project

professional development and education program

in collaboration with School of Cleveland B a lle t ............................7,215

(over three years) ...................................................................................... 105,000

Friends o f the Cleveland School o f the Arts The Cleveland Museum o f Art

• Consultant assistance for Cleveland School of the Arts'

• Convening the Community outreach program (over three years)

strategic plan ................................................................................................. 15,000

...................................................................................... 250,000

in Washington, D.C........................................................................................... 2,000

Cleveland O pera • Production of Don Giovanni in the 1997-98 season

• Site visit to Duke Ellington School of the Arts

.............. 150,000

Cleveland P erform ance Art Festival, Inc. • Marketing for the Festival at Cleveland Public T h e a tre ........... 15,000

The Cleveland Play H ouse • Artistic advancement goals of strategic p la n ............................... 375,000

G ottlob & Oka D ance C om pany • Experimental choreography showcase and dance performances (over 17 months)

............................................................. 7,000

G rantm akers in the Arts, Seattle, W ashington • Operating support (third year) ...................................................................4,000


DONOR DESIGNATED GRANTS

T h e G re a t L a k e s M u s e u m o f S c ie n c e , E n v ir o n m e n t a n d T e c h n o lo g y • Diversity and educators outreach initiatives ................................. 99,220

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

G re a t L a k e s T h e a t e r F e s tiv a l

The Beck C enter for the C ultural Arts, In c................... $6,760

• Production of Shakespeare's The Tempest in the 1997-98 season

......................................................................................... 200,000

• Transitional support during organizational restructuring . . . . 75,000

Cleveland Ballet ............................................................................ 112 Cleveland H ealth E d ucation M useum dba The H ealth M u s e u m ........................................................ 3,682

K a r a m u H o u s e , In c . • Marketing and business management staff support and operations ............................................................................................... 95,000

The Cleveland Institute o f M usic ...................................... 5,092

L y r ic O p e ra C le v e la n d

The Cleveland M useum o f A r t ........................................ 111,579

• Artistic support and organizational goals

• Purchase of objects of art exhibited at the May Show

for 1997-98 season

................................................................................... 40,000

M e tr o p o lita n O p e ra N a tio n a l C o u n c il A u d it io n s

in memory of Oscar Michael Jr. ................................................................... 500

The Cleveland M useum o f Natural H i s to r y ............. 206,940

• District Council and Great Lakes regional auditions ................... 8,000

Cleveland O pera ............................................................................113 N a tio n a l In v e n t io n C e n te r, In c . d b a In v e n t u re P la c e , A k r o n , O h io

The Cleveland Play H o u s e ......................................................8,520

• Capacity-building project for marketing and membership

• Experimental or dramatic work ................................................................1,595

development (over 15 months)................................................................ 50,000

Cleveland State University Fou n dation , Inc. N o rth e a s t O h io Ja z z S o c ie ty

• Poetry Center .................................................................................................... 1,000

• Jazz on Wheels outreach and Jazz on the Circle concert series (third year) .........................................................................................15,000

Educational Television A ssociation o f M etropolitan Cleveland, W V IZ -T V ................................. 112

O h io A rts F o u n d a t io n , I n c ., C o lu m b u s , O h io

Interm useum C onservation A s s o c ia tio n ...................... 16,421

• Speakers' fees for National Assembly of State Arts Agencies conference in Cleveland.......................................................... 5,000 O h io C h a m b e r B a lle t

Karam u H ouse, In c................................................................. 107,626 La Mesa Espanola

• DanceReads project by New Steps for emerging

• Jessie C. Tucker Memorial Program .....................................................1,050

choreographers................................................................................................. 5,000

The Musical Arts A ssociation

• World premiere in 1996-97 season, free summer concerts and new marketing initiative (over 14 months) . . . 135,000

• The Cleveland Orchestra ........................................................................... 84,469

O h io C h a m b e r O rc h e s tra S o c ie ty

Oglebay Institute, W heeling, W est Virginia

• Artistic support for the 1997-98 seaso n ............................................ 25,000

• Cultural and educational activities at Oglebay P a rk .................116,960

O p e ra C ir c le , In c ., K e n t, O h io

Playhouse Square Foundation

• Premiere season of Cleveland neighborhood performances . . . 5,000

• Operating support of Discovery Children's Theatre Series . . . 16,000

T h e P eace T re e F o u n d a tio n

Poets' League o f G reater Cleveland

• Iroko Drum and Dance Society's Earth Drum construction project.........................................................................................6,650

............................... 1,000

The W estern Reserve H istorical Society ........................ 5,205 • Care of memorabilia of First Cleveland Cavalry A ssociation......................................................................................... 6,298

P la y h o u s e S q u a re F o u n d a tio n • Fine arts-related activities and operations.................................... 100,000 • Start-up support for Playhouse Square

TOTAL DONOR DESIGNATED GRANTS

$701,034

Associates Council and Allen Theater renovation (over 18 months)...................................................................................... 4,000,000 P r o fe s s io n a l F l a ir In c . • Bridge funding for Dancing W h e e ls........................................................5,000

DONOR ADVISED GRANTS

T h e R e p e rto ry P ro je c t

Grants are for general support unless otherwise noted.

• Study of service needs of Northeast Ohio's

Access to the A r t s ..................................................................... $1,000

dance community ............................................................................................1,530

Arts Midwest, M inneapolis, M innesota T h e S in g e rs ' C lu b o f C le v e la n d

• Children's Museums: Bridges to the Future research project . . 5,000

• Performance of Johannes Brahms' choral work Rinaldo ........... 7,500

Case W estern Reserve University SPACES • Capacity building and twentieth anniversary projects

TO TAL BOARD D ESIG N A TED G R A N TS

• Friends of Eldred T h e a tre .................................................................................500 ........... 60,000

$6,896,624

C entral Virginia Ed ucation al T elecom m un ication s C o rp o ratio n , WCVE-FM, R ichm ond, V i r g in ia ............... 500


C hau tau q u a Fou n d ation ,

The Fortnightly M usical Club o f Cleveland

C hau tau q u a, New York .......................................................... 1,000 • Scholarship support....................................................................... 3,000

• Cleveland Composers Guild ............................................................................250

Friends o f the Cleveland S chool o f the Arts ............... 4,500 Cleveland A ssociation o f Black Storytellers, Inc. • Workshop materials for 15th Annual National Black Storytelling Festival and Conference ............................... 1,500

The Great Lakes M useum o f Science, En viron m en t and Technology .............................................5,500 • Underwriting costs of Richard Scarry's Busytown exhibit . . . 50,000

Cleveland B a l l e t ......................................................................... 2,750 G reat Lakes T heater F e s tiv a l................................................. 3,500 Cleveland B otan ical G a r d e n .................................................4,250

• Special fu n d in g ................................................................................................. 3,488

Cleveland H ealth Education Museum dba The H ealth M u s e u m .....................................................................500

KSBJ Educational Fou n dation , H um ble, T e x a s ........... 1,000

The Cleveland Institute o f Art ............................................ 5,500 The Cleveland Institute o f M usic ......................................5,500 The Cleveland M useum o f A r t .......................................... 18,593 • Department of Musical Arts for commissioned work in memory of Michael A. Wipper ...............................................1,034 • Parade the Circle workshops....................................................... 2,000 The Cleveland M useum o f N atural H i s to r y ............... 22,000 The Cleveland M usic School S e ttle m e n t........................ 4,586 • Early Childhood Library .............................................................. 10,000 C leveland O p e r a ......................................................................... 2,000 • Computer system upgrades..........................................................3,000

Lake C oun ty H istorical Society .............................................500 The Lake View C em etery F o u n d a tio n ................................. 500 M etropolitan O pera A ssociation, Inc., New York, New York • National Council ...............................................................................................1,000 • Patron Program ................................................................................................. 3,000

M usic & Perform ing Arts at Trinity C athedral, In c................................................................................ 1,000 The Musical Arts A s s o c ia tio n ............................................ 11,500 • The Cleveland O rchestra..............................................................................1,000 • Education fund ................................................................................................. 8,128

O hio C ham ber B a l l e t ............................................................ 11,700

The Cleveland Play H o u s e ...................................................12,000 • "Anne Frank in the World" exhibit.............................................. 3,000 • Challenge match for Fund for the Future................................. 10,000 • Educational programs .................................................................. 5,000

Perrysburg Area Arts C ouncil, Perrysburg, O hio

Cleveland Public Radio WCPN 90.3FM ........................ 1,000 • Production and distribution of "Family Talk with Sylvia Himrn" .......................................................................5,000

La Q uinta Arts Fou n dation , La Q uinta, C alifornia ................................................................ 250

Cleveland State University Fou n dation , Inc. • Cleveland Chamber Symphony....................................................... 500 Cleveland W om en's City Club Foundation • Cleveland Arts Prize......................................................................... 250 C om m onw ealth Players, Inc. dba Theatre Virginia, Richm ond, Virginia .....................................................................500 C om m unity Television o f Southern California, Los Angeles, C a lif o r n ia ..............................................................250 A Cultural Exchange • "A Scrap of Pride" quilt project...................................................6,000 D obam a Theatre • Young Playwrights Program ............................................................600 D unham Tavern M useum Society o f C ollectors, In c.............................................................................500 Educational Television A ssociation o f M etropolitan Cleveland, W V IZ -T V ................................. 12,450

• Commodore Fund D riv e .................................................................................1,000

Playhouse Square F o u n d a tio n .......................................... 17,500

Rainbow Children's M useum /TRW Early Learning C e n t e r ..............................................................................500 The Eleanor B. Rainey M em orial Institute, Inc. • Purchase of stage risers ..............................................................................1,500

Science Museum o f Virginia Foundation, Inc., R ichm ond, Virginia ..................................................................... 500 Theatre IV, R ichm ond, Virginia • Empire campaign ................................................................................................. 500

The Toledo Museum o f Art, Toledo, O h i o .................... 1,500 W estern Reserve Fine Arts A s s o c ia tio n ............................... 250 The W estern Reserve H istorical Society ........................ 1,000 • Microfilming of Jeptha Wade family p a p e rs .................................... 5,000 • Plan for proposed waterfront Crawford Museum of Transportation......................................................................................... 350,000

Young Audiences o f G reater Cleveland, In c...................... 500 • Two plays dealing with multicultural issues .................................... 5,000

TOTAL DONOR ADVISED GRANTS Fine Arts A ssociation .............................................................. 2,000

TOTAL CULTURAL AFFAIRS GRANTS Board Designated, Donor Designated and Donor Advised

$8,242,487

$644,829


Economic Development Grants

Case W estern Reserve University

WECO Fund, Inc.

• Issues analysis by Center for Regional

• Cleveland Individual Development Account pilot project . . . . 40,000

Economic Issues .........................................................................................$86,000

• Microenterprise Program (second y e a r )............................................. 37,000

Cleveland D evelopm ent Fou n dation TOTAL BOARD DESIGNATED GRANTS

• Analysis of Northeast Ohio's economy by Greater

$1,004,944

Cleveland Growth Association (second y e a r)................................. 70,000

C leveland Enterprise Group • Operating support and capital pool development...................... 426,633

DONOR ADVISED GRANT

The Cleveland Fou n d ation (In c.)

Enterprise D evelopm ent, Inc.

• Assessment of collaborative research on regional

• Sponsorship of Weatherhead 100 Recognition D inner........... $30,000

economic development p o lic y ................................................................ 30,000 • Program assessment and review of Cleveland Shorebanc's operations.............................................................................. 20,000

TOTAL DONOR ADVISED GRANT

C leveland N eigh b orh ood D evelopm ent C o rp o ratio n • Cleveland Industrial Retention Initiative for improved competitiveness of neighborhood-based manufacturing companies (third y e a r)................................................................................ 42,926

Cuyahoga M etropolitan H ousing Authority • National economic development sum m it............................................ 7,500

Cuyahoga Valley Scenic Railroad • School Field Trip and Education program.......................................... 44,000

Edison BioTechnology C enter • Training program on reimbursement plan for medical products ................................................................................... 30,000

Enterprise D evelopm ent, Inc. • Minority Assistance Program (fourth y e a r)....................................... 49,300

Kent State University Foundation, Inc. • Business Succession Program operated by Ohio Employee Ownership Center (over two y e a r s )...............................81,585

The N orth Cuyahoga Valley C orridor, Inc. • Development of Ohio and Erie Canal National Heritage Corridor............................................................................................ 40,000

TOTAL ECONOMIC DEVELOPMENT GRANTS Board Designated and Donor Advised

$1,034,944

$30,000


Education Grants

Baldw in-W allace College

Cleveland State University Foundation, Inc.

• Helping Students Become Wodd Citizens project

• President's Initiative Fund (third and fourth years)

(over two years)

...................................................................................... $106,710

................. 200,000

• Teaching Leadership Consortium-Ohio Scholars project by the College of Education

...................................................................15,000

C am p us O utreach O p p ortu n ity League • Support for Cleveland-area college students attending 1997 conference .............................................................................................. 5,000

C om m unity Re-Entry, Inc. • Educational Advocate Pilot Project to reduce truancy at East Technical High School

............................................................. 64,000

Case W estern Reserve University • Mandel Center for Nonprofit Organizations' Distinguished Public Lecture in Philanthropy honoring Dr. Virginia Hodgkinson (second and third y e a rs )..................................................10,000 • Mandel Center for Nonprofit Organizations' participation in Forging a New Partnership for America p ro ject...................... 10,000

• Staff support for Cleveland: The City Where Children Read program (over two years) .......................................................... 114,260

East Cleveland City Schools • Professional development partnership between Case Western Reserve University faculty and Kirk Middle

C leveland B oard o f Education • Four initiatives as part of district reform

A Cultural Exchange

....................................... 36,938

School teachers (over 15 m o nths).......................................................... 7,850

C leveland C ollege o f Jewish Studies

Esperanza, Inc.

• Public Access Project to convert Hebrew and Yiddish

• IMPACT program to improve school performance

collections to on-line technology (over two y e a rs )...................... 94,500

of Latino students

...................................................................................... 37,500

The Cleveland Fou n dation (In c.)

G reater Cleveland Roundtable

• Cleveland Summit on Education's Advisory Committee

• Full-time loaned executive to Cleveland Public Schools

on Governance .............................................................................................. 12,500 • Gifted and talented education at Denison Elementary School

.........................................................................................1,446

Cleveland H eights-U niversity Heights Public Schools Fou n dation • Operating support, Neighborhood Newsletters Project and PS 21: Public Schools for the 21 st Century

for Cleveland Summit on Education (over two years)

.............. 86,000

• Cleveland Summit on Education and the Safe, Secure,

......................... 30,000

Cleveland Initiative for Education • Operating support for Cleveland Initiative for Education and The Cleveland Education Fund (third and fourth years) ........................................................................... 500,000

and Orderly Schools program (over 18 months) ......................... 351,262

Kent State University Fou n dation , Inc. • Urban Teachers Project to encourage minority students to enter the teaching profession (over two years) ................... 151,668

Lake Erie College • Student development wing of Arthur S. Holden Center

. . . 500,000

N ational Forum for Black Public A dm inistrators • Public policy forum and telecast on "City Hall and the Public Education Challenge" ......................................................................5,000


Kenyon C ollege, Gam bier, O h io

N otre D am e C ollege o f O h io • Improved faculty use of new technology (over two years) . . 161,347

The W ash in gton C enter • Internships for students from Cuyahoga, Lake or Geauga counties (over two years)............................................ 50,000

Lake Erie C ollege ................................................................... 146,514 D aniel E. M organ School • Book awards to children....................................................................................239

O h io W esleyan University, Delaware, O h io TOTAL BOARD DESIGNATED GRANTS

$2,550,981

10,210

1,900

University o f the Pacific, Stock ton , C alifornia ............. 178 The Piney W oods C ountry Life School, Piney W oods, M ississippi ..................................................... 7,056

DONOR DESIGNATED GRANTS

Prin ceton A ssociation o f N orthern O hio

The following recipients and programs were designated by donors.

• Princeton University urban studies fellowship program ..............1,352

Grants are for general support unless otherwise noted.

Prin ceton University, P rinceton, New Jersey .................. 113 A shland Library A ssociation , Ashland, O h io ...........$3,055 A shland University, Ashland, O h io ................................. 6,109 A urora City S chool D istrict, Aurora, O hio • Maintenance of the Moore property.......................................... 4,121 Aurora O ne Fund, Aurora, O hio • Educational programming that benefits Aurora children . . . . 15,000 Baldwin-W allace C o l l e g e ..................................................... 35,725

Saint Mary S e m in a ry ................................................................ 1,624 Shaker Schools Foundation • Ruth S. Affelder Reading F u n d ......................................................................628

Sm ith College, N ortham pton, M assachusetts

100,215

U nited Negro C ollege Fund, Inc., Fairfax, Virginia ......................................................................... 7,056 University School ......................................................................... 113

University o f California, Berkeley, C a lif o r n i a ............... 178 Joh n C arroll U n iv ersity .............................................................. 134 C ase W estern Reserve U n iv e rsity ...................................... 65,208 • Adelbert College........................................................................... 5,862 • Franklin Thomas Backus School of Law ......................................5,058 • Biological Field Station at Squire Valleevue Farm operated by the Department of Biology................................... 23,394 • Case Institute of Technology....................................................... 3,779 • Graduate School .......................................................................171,460 • Reference books for the Library of Western Reserve College................................................................................168 • Social research at Mandel School of Applied Social Sciences..............................................................................1,413 The Cleveland Foundation (In c.) • Rhoda A. Affelder Fund for educational purposes ...................... 629 • Gifted and talented education at Oliver Hazard Perry Elementary School ....................................................................... 1,448 Cleveland Lutheran High School A ssociation

...........2,069

Cleveland Public Library • Books for Science and Technology Department ...........................352 • Services to shut-ins..................................................................... 89,360 Cleveland State University Fou n dation , In c..................... 134

TOTAL DONOR DESIGNATED GRANTS

$729,919

DONOR ADVISED GRANTS Grants are for general support unless otherwise noted.

University o f A labam a Huntsville Foundation, Huntsville, Alabam a • Real-time software engineering laboratory................................. $10,000

The Regents o f the University o f C alifornia, La Jolla, C alifornia • Development of master’s degree program for engineering professionals at University of California, San Diego ................. 30,000

The Regents o f the University o f C alifornia, Los Angeles, C alifornia • Capstone Integrated Systems Laboratory ....................................... 40,000 • Engineering leadership course curriculum ....................................... 30,000

California Institute o f Technology, Pasadena, C alifornia • Instruction and development of design tools in space systems engineering and d e sig n .......................................................... 30,000 • Research in advanced conceptual design tools

C on n ecticu t College, New L on don , C o n n ecticu t

178

for space vehicles and missions .......................................................... 46,000 • Research in holographic memories ..................................................... 30,000

C uyahoga C ounty Public Library

567

Fenn Ed ucation al Fund

223

C alifornia Polytechnic State University Foundation, San Luis O bispo, California

Hawken School

804

• Curriculum study of management technology program

The Hill S chool, Pottstow n, Pennsylvania

112

at graduate le v e l............................................................................................ 25,000

John C arroll University .......................................................... 1,850 H illsdale C ollege, Hillsdale, M ichigan

16,181

• In response to Boler Challenge ............................................................. 16,550


C ase W estern Reserve University • Franklin Thomas Backus School of Law ......................................1,000 • College of Arts and Sciences for Flora Stone Mather video . . . . 500 • Mandel Center for Nonprofit Organizations' Youth Philanthropy and Service project ...............................................5,000 • Research by Kenneth Loparo on development of voice activation system for automotive applications........................ 22,000

University o f Hawaii, H on olu lu , Hawaii • Industrial Mentorship Providing Academic and Career Training program ............................................................................................ 10,000

Hawken S c h o o l ...............................................................................................4,000 H iram College, H iram , O hio ........................................................10,000 Lake Erie College

C h oate Rosem ary Hall, W allingford, C onn ecticut • A Shared Commitment .................................................................4,800 • Class of 1951 Gift ....................................................................... 2,000 The Cleveland Education Fund • Leadership Grants program 1997-98 ........................................ 35,000 • Small Grants Program...................................................................1,000 Cleveland H eights-University Heights Public Schools F o u n d a tio n ................................................... 4,000 Cleveland Public Library ..........................................................250

• College Center..................................................................................................10,000

Lake Educational A ssistance Fund Laurel School

............................................... 500

................................................................................................. 1,000

• Class of 1950 G i f t ............................................................................................2,000

Learning About Business ........................................................................ 750 M aricopa C ounty C om m u n ity C ollege D istrict Fou n dation , Tempe, Arizona • Equipment for Automation Laboratory in Technology Department at Mesa Community College .......................................15,000

Cleveland Scholarship Program s, In c............................... 1,750 C ornell University, Ithaca, New York • Deanship at Johnson Graduate School of Management . . . . 38,000 C ran b rook Educational C om m unity, Bloom field Hills, M ichigan • Cranbrook Schools........................................................................... 250 Cuyahoga C om m u n ity C ollege Foundation • Ameritech Corporate Bound program (second year)............. 200,000 • Corporate Bound I program ..................................................... 230,000 Cuyahoga Valley A ssociation, Peninsula, O hio • Scholarships to low-income Cleveland Public Schools students attending Cuyahoga Valley Environmental Education Center........................................................................... 5,000 C uyahoga Valley Scenic Railroad, Peninsula, O hio • School Field Trip and Education program 1997-98 .................... 5,000 D artm ou th College, Hanover, New H am pshire • Class of 1955 G ift......................................................................... 2,000 D enison U n iv e r s ity .................................................................. 2,500 E conom icsA m erica, Cleveland C e n t e r ...............................500 • EPIC (Economic Proficiency Instructional Curriculum)............... 2,000 Friends o f the Cleveland School o f the Arts • CD-ROMs for school library......................................................... 1,500

M assachusetts Institute o f Technology, C am bridge, M assachusetts • Professor Sallie W. Chisholm Laboratory in Department of Civil and Environmental Engineering ................. 36,000

M ethodist Theological School in O hio, Delaware, Ohio • Thomas H. Taylor Chair ...........................................................................101,658

M ichigan Tech Fund, H oughton, M ichigan • Work by Michigan Tech University students in 1998 FutureCar C hallenge........................................................................ 14,000

The University o f M ichigan, Ann Arbor, M ichigan • College of Engineering for Center for Human Motion Simulation and Modeling ........................................................................ 25,000 • School of B u sin ess.............................................................................................. 350

University o f Nevada, Las Vegas Foundation, Las Vegas, Nevada • Computer equipment for Transportation Research Center at Howard R. Hughes College of Engineering ............................... 30,000

N ortheastern University, B oston , M assachusetts • High Resolution Sensing and Imaging Systems C e n te r........... 25,000

The O h io State University Fou n dation , C olum bus, O hio • Max M. Fisher College of B u sin e ss........................................................1,000

G reat Lakes T heater Festival • School Residency program 1997-98 ............................................ 5,000

The Old Stone Fou n dation

H ard H atted W om en o f Cleveland, Inc. • Extension of elementary school nontraditional career education program through June 1999 ...................................... 5,000

Painesville City Local School D istrict

H arvard Business S chool Club o f Cleveland Inc. • William M. Jones/HBS Club Excellence in School Management Award.....................................................................1,000

• Urban Community S ch o o l.................................................................................500

H arvard University, C am bridge, M assachusetts • Laboratory of Fakri A. Bazzaz..................................................... 50,000 Hathaw ay Brown School ....................................................... 4,000 • Class of 1955 Gift ........................................................................... 350

• Alternative School for education of high school dropouts . . . . 2,000

• Hobart Preschool Playground Fund ........................................................5,000

P.M. Fou n dation , In c ..................................................................................1,000

Professional Flair Inc. • Educational lectures/performances at Heights-area sch oo ls...................................................................................... 3,000


The Purdue Fou n d atio n , Inc., W est Lafayette, Indiana • Center for the Management of Manufacturing at Krannert School of Management ............................................ 15,000 • Internet-controlled satellite communications testbed ........... 35,000 • Software for material engineering and design ........................ 5,000 R och ester Institute o f Technology, Rochester, New York • Research of alternative soldering methods ............................. 35,000 St. D om in ic S chool .....................................................................646 S aint Ignatius High School ..................................................... 500

S C H O L A R S H IP G R A N T S Baldw in-W allace College • Scholarship support....................................................................................$47,000

Berea Area M ontessori A ssociation • Scholarship support......................................................................................... 2,000

John C arroll University • Scholarship support...................................................................................... 27,000

Case W estern Reserve University • Scholarship support...................................................................................... 24,500

The Cleveland Foundation (In c.)

Sm ith College, N orth am p ton , M assachusetts • Class of 1954 Gift ........................................................................... 300

• Scholarships for Cleveland-area students attending

University o f Southern California, Los Angeles, C alifornia • Research by Dr. Steven Nutt in measurement of interface properties in high-temperature composites.............................21,000 • Research in GaAs microelectronic devices employing novel insulators........................................................................... 25,000 • Research in integrated polymer-semiconductor optoelectronics with applications to phased array millimeter wave antennas.......................................................... 30,000 • Research in processing and properties of steel foams using a powder metallurgical approach ................................. 25,000

Cleveland M ontessori A ssociation

A dm inistrators o f the Tulane Educational Fund, New O rleans, Louisiana • Peltier effect thermoelectric heater/cooler at Tulane University.......................................................................5,000

Cuyahoga C om m u n ity C ollege Fou n dation

U nited Negro C ollege Fund, Inc. o f Cleveland .........1,500 U n ited Way Services • Benefit of Urban Community School ..........................................1,000 U niversity S c h o o l .......................................................................5,500 • Annual Fund in memory of Peter H. Wellman............................... 250 U rsuline C ollege .......................................................................2,500 Virgina Tech Foundation, Inc. • College of Engineering Discretionary Fund .............................10,000 • Industrial and Systems Engineering Academic Program Development................................................................ 60,000

Meridia Huron Road Hospital School of N u rsin g ......................... 30,000

• Scholarship support for Ruffing Montessori School (West) . . . 2,000

Cleveland Scholarship P rogram s, Inc. • Gateway to Excellence Program (over five years)

................... 871,000

Cleveland State University Fou n d ation , Inc. • Scholarship support...................................................................................... 46,000

Harry Coulby M em orial Scholarships • For David N. Myers College students and Cleveland Scholarship Programs, Inc........................................................................... 40,000

• First Generation Scholarship Fu n d .......................................................... 4,000

Fairm ou nt M ontessori A ssociation • Scholarship support for Ruffing Montessori School (Ingalls Campus) ...............................................................................................2,000

H udson M ontessori A ssociation • Scholarship support.........................................................................................2,000

David N. Myers College • Scholarship support...................................................................................... 13,000

W estshore M ontessori A ssociation • Scholarship support......................................................................................... 2,000

TOTAL BOARD DESIGNATED SCHOLARSHIP GRANTS

$1,112,500

Way Public Library Foundation, Perrysburg, O hio .......................................................................2,000 Wayne State University, D etroit, M ichigan • Study of knowledge-based engineering framework for integrated product development .............................................. 50,000 W estern Reserve Academy • John D. Ong Library....................................................................... 2,000

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

A shland University, Ashland, O hio • The Hazel Myers Spreng Scholarship ............................................... $4,888

TOTAL DONOR ADVISED GRANTS

$1,518,754 Aurora S chools Fou n d ation , Aurora, O h io .................. 5,000

TOTAL EDUCATION GRANTS Board Designated, Donor Designated and Donor Advised

$4,799,654

Avon Lake U nited C hurch o f Christ, Avon Lake, O hio • Scholarships for Christian w o rk ................................................................ 2,742


B a ld w in - W a lla c e C o lle g e

The Lutheran D eaconess A ssociation, Inc.

• The Hazel Myers Spreng Scholarship .................................................. 4,888

• Tuition assistance to women in financial need being educated by Lutheran Deaconess Association ....................................... 90

C a p it a l U n iv e r s it y , C o lu m b u s , O h io • The Frederick R. and Bertha Specht Mautz

M acM urray College, Jacksonville, Illinois

Scholarship Fu n d ............................................................................................... 4,271

• The George D. and Edith W. Featherstone Memorial Fund Scholarships............................................................................................2,742

J o h n C a r r o ll U n iv e r s it y • Jam es J . Doyle Scholarship ......................................................................1,794

N orth Central College, Naperville, Illinois • The Hazel Myers Spreng Scholarship in memory of

C a s e W e s te rn R e s e rv e U n iv e r s it y • Aloy Memorial Scholarship Fund for w o m e n .................................... 1,128

Bishop Samuel P. Spreng..............................................................................4,888

• Harriet Fairfield Coit and William Henry Coit Scholarships . . . 1,313

Northw est Em ergency Team Fund Scholarships

• For a female student in foreign study .................................................. 2,478

• For children of police officers, firefighters and emergency

• William Curtis Morton, Maud Morton, Kathleen

services personnel in six west side suburbs .................................... 6,075

Morton Fund Scholarships........................................................................ 14,829 • Oglebay Fellow Program in the School of Medicine

.................70,188

O hio W esleyan University, Delaware, O hio

• Scholarships in aerospace or computers ..................................................80

• The Hazel Myers Spreng Scholarship .................................................. 4,888

• Scholarships in Franklin Thomas Backus School of Law ........... 9,666

Purdue University, W est Lafayette, Indiana

• The Hazel Myers Spreng Scholarship ..................................................4,888 A lt o n L a M a u r C h a r a c t e r M e m o r ia l S c h o la r s h ip • For Collinwood High School graduates.....................................................460 In e z a n d H a r r y C le m e n t A w a rd

• The John C. McLean Scholarships in engineering...................... 40,454

S olon High S c h o o l .........................................................................................450 The M iriam Kerruish Stage Scholarship • For Shaker Heights High School graduates .................................... 11,111

• Cleveland Public Schools annual superintendent's award . . . . 1,057 T h e C le v e la n d In s t it u t e o f A rt

Ada Gates Stevens Scholarship • For graduates of the public high school of Elyria, O hio................... 870

• Caroline E. Coit Fund Scholarships ....................................................... 1,431 • Isaac C. Goff Fund Scholarships .............................................................1,800

University School • The John Marshall Raible and David Gardner Raible

T h e C le v e la n d M u s ic S c h o o l S e ttle m e n t

Scholarship Fund ................................................................................................. 800

• The Nellie E. Hinds Memorial Scholarships.......................................4,000 • Scholarships at the Harvard East Branch ...............................................737

U rsuline College • Lillian Herron Doyle Scholarship ............................................................. 1,794

C le v e la n d S tate U n iv e r s it y F o u n d a tio n , In c . • Scholarships in Cleveland-Marshall College of L a w .........................737 D a r tm o u t h C o lle g e , H a n o v e r, N e w H a m p s h ir e

• Judge Perry B. Jackson Fund Scholarship Award for an African-American graduating senior from Zanesville High Sch o o l...................................................................................... 400

• The John Marshall Raible and David Gardner Raible Scholarship F u n d ........................................................................................... 18,408

TOTAL DONOR DESIGNATED SCHOLARSHIP GRANTS

$315,401

A lz a d a S in g le to n D a v is M e m o r ia l S c h o la r s h ip • For an African-American female at Cuyahoga Community College matriculating at an upper division college or university........................................................................................... 803 V in c e F e d e ric o M e m o r ia l S c h o la r s h ip s • For Wickliffe High School graduates.....................................................5,000 H a w ken Sch o o l • The John Marshall Raible and David Gardner Raible Scholarship Fu n d.............................................................................................. 3,901 H ills d a le C o lle g e , H ills d a le , M ic h ig a n • The John C. McLean Scholarships to deserving students . . . 16,181 H ir a m C o l l e g e ................................................................................................. 1,300

DONOR ADVISED SCHOLARSHIP GRANTS The Regents o f the University o f C alifornia, Los Angeles, C alifornia • Graduate fellowships in electrical, mechanical and aerospace engineering ...........................................................................$54,000

The UC Riverside Fou n dation , Riverside, C alifornia • Graduate fellowship in neural network and pattern recognition laboratory................................................................................. 20,000

V ir g in ia Jo n e s M e m o r ia l S c h o la r s h ip • For furthering the college education of a female graduate of Shaw High School...................................................................................... 2,223 L a k e E r ie C o lle g e

.............................................................................................. 50

Case W estern Reserve University • Scholarship in hum anities...........................................................................2,500

Cleveland Engineering Society • Assistance to female students ................................................................1,000

T h e L a k e la n d F o u n d a t i o n ................................................................ 52,000 T h e Jo n L e w is M e m o ria l A w a rd • For a Cleveland Heights High School graduate to pursue further stu d ies.................................................................................................... 2,598


C leveland Scholarship P rogram s, Inc.

Cleveland State University Fou n dation , Inc.

• Roberts Scholarship Fund ........................................................................... 1,189

• PROJECT SPRINGBOARD pilot program to advance career

• Scholarship-in-Escrow program .......................................................... 297,000 • Scholarship payouts to eligible stu d e n ts....................................... 650,000 • Scholarship support for nontraditional students ............................1,000

C leveland State University Fou n dation , In c ...........................500 • Financial aid award ............................................................................................750 • Scholarship a w a rd s......................................................................................... 1,500

goals of students with disabilities........................................................ 43,240

Cuyahoga C om m unity C ollege Fou n dation • Cooperative education career readiness program ...................... 20,228

The Lakeland Fou n d ation • Job developer/special programming assistant for the cooperative education program at Lakeland Community C o lle g e ...................................................................................... 16,687

U niversity o f Hawaii, H onolulu, Hawaii

• Graduate fellowships in electrical and mechanical engineering

........................................................................... 48,000

David N. Myers College • Student outreach and employer development in the cooperative education program (third year)

The Lakeland Foundation • The Arthur S. Holden Scholarship .......................................................... 1,000

..................................16,875

N otre D am e College o f O hio • Students' increased awareness and participation in the

Virginia Tech Fou n dation , Inc., Blacksburg, Virginia

cooperative education program and outreach to minority and Weekend College students................................................................ 7,000

• Myerholtz Scholarship in Industrial and Systems Engineering................................................................................... 30,000

TOTAL FENN EDUCATIONAL FUND GRANTS TOTAL DONOR ADVISED SCHOLARSHIP GRANTS

$1,108,439

TOTAL SCHOLARSHIP GRANTS

$2,536,340

Board Designated, Donor Designated and Donor Advised

$203,654

STATEW IDE PRO GRAM FOR B U S IN E S S A ND M A N A G E M E N T EDUCATION (PBM E) GRANT The Cleveland Foundation (In c.) • Research establishment of The L. Dale Dorney Award

SPECIAL PURPOSE FUNDS The Cleveland Foundation administers two special purpose funds in education. The Fenn Educational Fund, established in 1971, promotes

for Excellence for Ohio higher education institutions.............. $57,000 TOTAL PBM E GRANT

and assists in developing cooperative education and work study pro­ grams 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 of the L. Dale Dorney Fund. PBME funds strengthen business and management education at colleges and universities statewide.

FENN EDUCATIONAL FUND GRANTS Baldw in-W allace College • R. Earl Burrows Memorial Scholarships............................................ $2,000 • Student outreach, international awareness and employer development in cooperative education program ......................... 22,437

John C arroll University • Cooperative education program............................................................. 21,606

Case W estern Reserve University • Charles J. Stilwell Scholarships ............................................................. 6,000 • Employer outreach and job development in connection with Internships 2000 and cooperative education (second y e a r).................................................................................................... 26,081 • Henry Ford II Scholarship..............................................................................1,000

The Cleveland Fou n dation (In c.) • Operating support for Fenn Educational Fund ............................... 20,500

TOTAL EDUCATION GRANTS

$7,596,648

$57,000


Health Grants

AIDS H ousing C ouncil

The Cleveland Clinic Foundation

• Staff su ppo rt....................................................................................................$5,000

• Early intervention screening program for frail elderly

Alzheim er's D isease and Related D isorders A ssociation , Inc.

• National virology symposium ...................................................................5,000

• Development of intervention model with Kaiser

The Cleveland Fou n d ation (In c.)

Permanente (over 30 months) ............................................................. 240,039 • Implementation and training phase of computerized helpline system

.............................................................................................. 5,000

A m erican C ancer Society, C uyahoga C ounty U nit • Capital campaign for Hope Lodge ........................................................ 50,000 • Office relocation ............................................................................................ 37,500

A m erican Society o n Aging, San Fran cisco, C alifornia

• 1997 Summer Series in Cleveland

• Evaluation of Center for Children’s Chronic Illnesses (over three years) ............................................................................................7,500 • Meeting of grantees and funders on mental health of children................................................................................................. 881 • Monitoring of American Society on Aging's New Ventures in Leadership program (over two years)

.............................................2,000

• Tracy Starr Memorial Fund Award ............................................................. 750

• New office with Achievement Center for Children (over three years)

...................................................................................... 195,000

..................................................... 36,000 ....................................................... 5,000

The Arab A m erican C om m u n ity C enter • Survey of community perceptions of health and social services needs ................................................................................. 20,000

The Cleveland Psychoanalytic Society Foundation ................................................................................ 50,000 The Cleveland Society for the Blind

.................................... 40,000

C on cord ia Care • Start-up support for intensive home and community

Joh n C arroll University • Study of early-stage dementia patients...............................................2,350

care program for elderly ........................................................................... 65,000

Case W estern Reserve University

The C ovenant

• Study of black female caregivers by Frances Payne

• Adolescent mental health/substance abuse

Bolton School of Nursing

...................... 212,500

Cleveland H earing and Speech C enter

• Cleveland participants in New Ventures in Leadership program (sixth and seventh years)

patients in emergency rooms (over 42 months)

........................................................................ 41,622

treatment unit

.............................................................................................. 20,000

C entral School o f Practical Nursing, Inc.

C uyahoga C ounty D istrict Board o f Health

• Enhanced nursing training

• Evaluation of risk for childhood lead poisoning in

..................................................................... 39,000

Cuyahoga County ......................................................................................... 24,485

C hildren's Research Foundation • Prevention strategy for pulmonary bleeding in infants (over three years) ......................................................................................... 68,000

East Cleveland N eighborhood Center, Inc. • Health education and wellness program by The Links, Inc. . . 20,000


Eliza Bryant C enter • Enclosed passageway between independent housing and senior health facilities ..................................................... 100,000

T herapeutic Riding Center, Inc.

Eliza Jennings G roup • Market and financial feasibility study of services at Eliza Jennings Home ................................................................. 66,400

Cleveland, Inc.

Em m an u el C hristian C enter • Renovation of residence for substance-abusing men in recovery ......................................................................... 25,000

• Start-up support for Center for Children's Chronic

• Capital campaign

.........................................................................

United Cerebral Palsy A ssociation o f G reater • Adaptive Technologies Center for children .................................... 80,000

University H ospitals o f Cleveland Illness at Rainbow Babies and Childrens Hospital (over three y e a rs)...................................................................... 594,453 • Minority clerkship program (over two years) ................................. 37,500

Environm ental H ealth W atch • Association of Parents to Prevent Lead Exposure program for parents of lead-exposed children (over two years)........................................................................... 39,000 • Lead and asthma control project ............................................ 30,000

TOTAL BOARD DESIGNATED GRANTS

$2,961,595

Epilepsy Fou n dation o f N ortheast Ohio • Phase II of managed care project ............................................ 31,365

DONOR DESIGNATED GRANTS

G rantm akers in H ealth, W ashington, D.C. • Program support (third and fourth years) ................................. 6,000

Grants are for general support unless otherwise noted.

The G reater C leveland H ospital A ssociation • Presentation on end-of-life issues ............................................ 3,000 H ospice o f the W estern Reserve, Inc. • Caregiver education and training project ............................... 50,000 A.M. M cG regor H om e

......................................................... 40,000

The following recipients and programs were designated by donors.

A m erican C ancer Society, Cuyahoga C ounty U nit ......................................................................... $126,396 • Research or any other purpose .................................................14,388 A m erican H eart A ssociation, N orth east O h io Affiliate, In c.................................................................... 152,427 • Research or any other purpose .................................................14,388 A m erican Lung A ssociation o f N orthern O h io

M errick H ouse • Consumer input and education in Ohio's Medicaid managed care initiative ............................................................ 39,500

. . . . 2,007

A m erican Veterinary M edical A ssociation Fou n dation , Schaum burg, Illinois .................... 18,799

The M etroH ealth System • Community outreach for tuberculosis control program by MetroHealth Medical Center .............................................. 62,000 • Support for conference on HIV/AIDS ........................................5,000

A rthritis Fou n dation , N orth eastern O h io C hap ter . . . 804

MIL M anagem ent • Repair of drainage problems at Lake Vistas .............................5,000

Case W estern Reserve University School o f Medicine • Cancer research ......................................................................... 16,606 • Medical research and general support ................................. 109,510 • Outpatient clinic for dispensary.................................................51,615 • Research in diseases of the eye ............................................... 29,657 • Scholarships or research.............................................................. 5,404

M ou nt Alverna H om e, In corp orated • Strategic plan .............................................................................. 20,250 N eigh b orh ood H ealth Care, Inc. • Relocation of Neighborhood Family Practice to a new facility ....................................................................... 100,000 Olivet H ou sin g an d C om m u n ity D evelopm ent C orp o ratio n • Start-up support for Olivet Health and Education Institute (over three years) ..................................................... 235,000 O ur Lady o f the Wayside, Incorp orated • Music therapy program (over two years)................................. 28,000 Providence H ouse, Inc. • Subsidized care for children from Glenville and Collinwood neighborhoods................................................. 30,000 The Benjam in Rose Institute ............................................ 40,000 S carb orou gh Hall, Inc. dba S carb orou gh H ouse, Inc. • Organizational development plan ...............................................8,000 Stella M aris, Inc. • Preparation for outside accreditation........................................ 18,500

Bellevue H ospital, Bellevue, O hio ....................................4,292 Eliza Bryant C enter ................................................................ 18,519

C atholic C harities C orp oration • Benefit of aged persons .............................................................. 3,000 Central School o f Practical Nursing, In c....................... 26,033 The Cleveland C linic Fou n dation ................................. 21,586 • Eye Center.......................................................................................1,300 • Research in diseases of the eye ...............................................14,829 Cleveland H earing and Speech C enter ........................ 49,033 The Cleveland Psychoanalytic Society Fou n d ation 38 • Research and application of psychoanalysis and support projects ......................................................................... 61,980 The Cleveland Society for the Blind ........................... 273,892 • Low Vision Clinic............................................................................2,000 • Research or any other purpose .................................................14,388 • Volunteer Braille transcribers ......................................................3,174 The D eaconess Foundation

................................................. 5,959


Elyria M em orial H ospital, Elyria, O hio • William H. Gates bed ................................................................... 2,000 Fairview Fou n d atio n ............................................................ 15,035 • Equipment for Fairview General Hospital ............................... 56,452 • Christiana Perren Soyer b ed ............................................................ 900 The Free M edical C linic o f G reater Cleveland

............. 202

Grace H ospital • Equipment..................................................................................... 28,226

University H ospitals o f C leveland ................................. 13,771 • Benefit aged people ..................................................................... 8,520 • Cancer research ....................................................................... 148,868 • Conference travel ..........................................................................2,501 • Lakeside Hematology Fellowship Fund.......................................... 941 • Lakeside Hospital ..................................................................... 699,461 • Maternity Hospital ....................................................................... 6,037 • Henry L. Sanford Memorial bed................................................... 1,313 • Urological or vascular research.................................................61,604 The Visiting Nurse A ssociation o f Cleveland ............. 3,674

H ealth Hill H ospital fo r C hildren ....................................3,174 H oly Fam ily C an cer H om e ................................................... 4,124 Eliza Jennings H om e ............................................................ 83,207 • Equipment.................................................................................... 28,226

W est Side D eu tsch er Frauen Verein, The A ltenheim ......................................................................... 20,496 TOTAL DONOR DESIGNATED GRANTS

$2,622,282

Lakew ood H ospital .............................................................. 107,129 Lakew ood H ospital Fou n dation , In c.................................6,653 The Lutheran H om e for the Aged

....................................9,566

Lutheran M edical C enter ..................................................... 2,753 • Conference travel..............................................................................397 Lutheran M edical C enter Fou n dation

........................ 32,363

M ansfield M em orial H om e, M ansfield, O h io ............... 211 M arym ount H ospital • Elizabeth Boersig Soyer bed............................................................900 A.M. M cG regor H om e

............................................................6,885

M eridia H uron H ospital ..................................................... 10,030 M etroH ealth Fou n dation , In c............................................... 3,174 • MetroHealth Medical Center's Burn Unit....................................2,023 The M etroH ealth System • Employees' Christmas fund at MetroHealth Center for Rehabilitation ......................................................................... 1,412 The M ontefiore H om e ............................................................6,885 N o rth co ast Behavioral H ealthcare System

..................7,301

Rainbow Babies and C hildrens H ospital ............... 152,472 • Equipment or supplies.................................................................. 1,313 The Benjam in Rose Institute ............................................ 15,363 Saint Ann Fou n dation ............................................................3,174 St. Luke's M edical C enter

....................................................... 446

Sam aritan H ospital, Ashland, O hio • Mr. and Mrs. A.N. Myers Memorial room ...............................12,219 Shriners H ospitals for Crippled C hildren, Tam pa, Florida ........................................................................... 7,056 Sum m a H ealth System Foundation, Akron, O hio • Akron City Hospital's obstetrical division................................... 1,801

DONOR ADVISED GRANTS Grants are for general support unless otherwise noted.

AIDS Taskforce o f G reater Cleveland, In c.....................$1,000 Almae Matris Alum ni C roaticae Midwest Chapter, D etroit, M ichigan • Children's Hospital........................................................................... 500 Alzheim er's Disease and Related D isorders A ssociation, Inc............................................................................. 1000 • Lake County office........................................................................... 500 Am erican C ancer Society, C uyahoga C ounty U n it . . 2,000 • Hope Lodge.................................................................................... 5,500 • Treatment and prevention of breast can cer............................. 20,000 Am erican C ancer Society, O hio Division Inc., Dublin, O hio • Cancer conference ....................................................................... 5,000 AVSC International, New York, New York ..................10,000 Barlow H ospital Foundation, Los Angeles, California • Barlow Respiratory Hospital ....................................................... 2,000 Bon Secours St. Mary's H ealth Care Foundation, R ichm ond, Virginia • St. Mary's Hospice......................................................................... 5,000 Case W estern Reserve University School o f M edicine .................................................................................. 1,000 • Allen C. Holmes Chair................................................................ 12,824 Central School o f Practical Nursing, In c............................ 500 C hildren's H ospital Medical C enter o f Akron, O hio ..............................................................................500 C hildren's O ncology Services o f N ortheastern O hio, Inc.......................................................1,000 The Cleveland C linic Fou n dation 1,730 • Liver research .............................................................................. 20,000 • Research library ........................................................................... 5,000 • Urological cancer research.............................................................. 400


The C leveland Eye Bank, In c..................................................... 500

New D irections Inc.........................................................................750

C leveland H earing and Speech C enter .............................500

O hio Presbyterian R etirem ent Services Fou n dation , C olum bus, O hio

The C leveland Society for the Blind ...............................7,200 • Cleveland Sight Center.....................................................................250 The C onn ecticut Hospice, Inc., B ranford, C o n n ecticu t .................................................................................... 500 Crippled C hildren's H ospital dba Children's H ospital, R ichm ond, Virginia ...............................................500 Fairhill C enter for Aging

..................................................... 4,250

• Breckenridge V illa g e ...................................................................................... 2,000

O verlook H ouse • Endowment fund ..................................................................................................500

PRETERM Cleveland, In c......................................................... 1,500 • Medically indigent ...................................................................................... 15,000

PXE International, Inc., Sharon, Pennsylvania Rainbow Babies and C hildrens H ospital

......... 1,000

.................... 1,000

Fairview /Lutheran Foundation • Department of Cardiology at Fairview Hospital ...........................400 • Fairview Hospital ......................................................................... 1,000

Recovery Resources aka A lcoholism Services o f Cleveland In c......................................................... 2,000

The Free Medical Clinic o f G reater Cleveland ...........8,500

Richm ond AIDS Ministry, R ichm ond, Virginia

The G olden Age C enters o f G reater C leveland, In c................................................................................1,250

The Benjam in Rose Institute ...............................................2,350

H ealth Hill H ospital fo r C hildren ................................... 3,996

• Therapeutic recreation

H eather Hill, In c............................................................................. 500 • Corinne Dolan Alzheimer's Unit ..................................................... 500

The Barbara Sinatra Children's C enter at Eisenhower Medical Center, Rancho Mirage, California .................................................................................... 1,000

H om e Health Care, In c.............................................................1,000 Hopewell Inn, Inc., M esopotam ia, O hio ...................... 1,500 • Capital campaign ......................................................................... 5,000 • Greenhouse project.....................................................................11,500

500

Shepherd Center, Inc., Atlanta, G eorgia ....................................................................................651

United Leukodystrophy Foundation, Sycam ore, Illinois ....................................................................... 250 United Way Services • Benefit of Hill House .........................................................................................500

H ospice o f the W estern Reserve, In c..................................1,000

• Benefit of Hospice of the Western Reserve, Inc....................................500

H un tin gton 's D isease Society o f Am erica, Inc., New York, New York • Northeast Ohio Chapter................................................................ 1,000

University H ospitals o f Cleveland

Lakewood H ospital Foundation, Inc. • Heart research..................................................................................400

The Visiting Nurse A ssociation o f Cleveland ............. 1,750

M alachi H ouse o f H ope ............................................................400

TOTAL DONOR ADVISED GRANTS

• Ireland Cancer Center ...................................................................................... 400 • John P. McWilliams Fund for respiratory health ............................6,096

M ental H ealth, Rehabilitation & Research, Inc. dba Hill H ouse ............................................................................. 500 The M etroH ealth Foundation, In c...................................... 1,000 • Burn and Trauma Center.................................................................. 400 N ational A bortion and Reproductive Rights Action League Foundation, Inc., W ashington, D .C .............................................................................500 N ational A bortion and Reproductive Rights Action League o f O hio Education Foundation, C olum bus, O hio ......................................................................... 500 N ational Multiple Sclerosis Society, N ortheast O hio C hapter ..............................................................................1,000 N eighborhood Health Care, Inc. • Family planning pharmaceuticals ............................................ 13,000

TOTAL HEALTH GRANTS

$5,785,624

Board Designated, Donor Designated and Donor Advised

$201,747


Social Services Grants

A chievem ent C enters fo r C hildren

The Cleveland Fou n dation (In c.)

• Staff support (over two y e a rs )............................................................. $63,000

• Operating support for Cleveland Community-Building

Bellefaire Jewish C hildren's Bureau • Start-up support for Neighborhood Foster Care Collaborative (over two y e a rs )............................................................. 169,228

Bellflower C enter for Prevention o f Child Abuse, Inc. • Medicaid certificatio n ................................................................................. 38,855

Boys & Girls Clubs o f G reater Cleveland • Feasibility study for capital cam paign............................................... 16,050

Case W estern Reserve University • Operating support for Center for Urban Poverty and

Initiative (third grant)

.............................................................................. 342,727

• Technical assistance for Cleveland Community-Building Initiative ............................................................................................................ 50,000

Cleveland H ousing Network, Inc. • Family development services (second and third years)

Cleveland M ediation C enter • Cleveland Homeless Prevention Project (second year)

........... 27,000

Cleveland Public Radio W CPN 90.3FM • Production and distribution of "Family Talk with Sylvia Rimm" program (over two years)

........................................................ 84,400

Social Change at Mandel School of Applied Social

Cleveland W om en, Inc. dba Tem plum H ouse

Sciences (seventh and eighth years) ............................................... 475,800

• Start-up support for supervised visitation center

...................... 37,052

The C enter for Fam ilies and Children

B oard o f Cuyahoga C oun ty C om m issioners

• Child and Family Resource Center's RapArt multipurpose

• Summer youth program by Criminal Justice

room (over three years) ........................................................................... 200,000

........... 43,750

Service A g e n c y .............................................................................................. 25,000

C hildren's Support Rights, Inc.

Early C hild hood O p tions o f University Circle

• Program expansion (over three years) ............................................... 59,963

• Staff support for Family Child Care Home program ................... 50,000

The C hrist C hild Society

The City o f East Cleveland

• "My Stuff" Bag project to provide clothing and personal

• Martin Luther King Jr. Civic Center

items to children in emergency shelters ............................................ 5,000

Cleveland C enter fo r Research in Child D evelopm ent

gymnasium renovations

........................................................................... 45,500

Em pow erm ent C enter o f G reater Cleveland • Community education project ................................................................ 46,384

• Extension Division of the Hanna Perkins Center for Child Development ...................................................................................... 33,750

Federation for C om m u n ity Planning • New position of senior budget analyst (over two years) . . . 153,500

The Cleveland Clinic Foundation • Education forum on violence as a social problem with health care consequences........................................................................... 6,681

32 Cleveland C om m unity-B uilding Initiative • Participation by Cleveland high school students in the 1997 National Community Building Network Conference . . . . 2,000

The Free M edical C linic o f G reater Cleveland • Needs assessment for the Safe Space Station ...............................5,000

Geauga C oun ty B oard o f M ental R etardation and D evelopm ental D isabilities • Autism conference featuring Dr. Stanley I. Greenspan

........... 24,500


G ood rich -G an n ett N eigh b o rh o o d C enter • Youth services program

........................................................................... 40,000

• Plan to address stigma issues for persons

G rantm akers for C hildren, Youth & Families, W ashington, D.C.

recovering from mental illness (over two years) ......................... 17,776

• Annual dues for Grantmakers for Children, Youth & Families (over two years)

Planned Life Assistance Network o f N ortheast O hio, Inc.

Positive E d ucation P rogram

.....................................................10,000

• Mt. Pleasant Partnership Project for children and their families (second grant, over 18 months)

The G reater Cleveland C om m unity Shares • Strategic plan ................................................................................................. 17,035

G reater Cleveland N eigh b orh ood Centers A ssociation

................. 182,625

Resources and In struction for Staff Excellence, Inc., C incinnati, O hio • Family Child Care Provider Enrollment/Support Group Project to improve quality of child care

.......................................... 75,730

• Cleveland Family/Neighborhood Leadership Strategy initiative (fourth year) .............................................................................. 200,000

The City o f Shaker Heights • Early childhood resource center at Moreland Greens

The H iram H ouse

Apartments by Shaker Family Center (over two years)

........... 41,628

• Public guide to youth camping in Northeastern Ohio and strategic plan

...................................................................................... 56,200

H ispanic U rban M inority A lcohol & Drug Abuse O utreach Program

• Student stipends for urban minority youth

• Staff support for finance office (third and fourth years)

. . . 109,784

.....................................................12,500

lew ish C om m unity Federation o f Cleveland

....................................... 4,500

Starting Point • Operating support (seventh year)

The Institute for Creative Living • Implementation of marketing plan

The SOS Test P rep aration P rogram o f Em m anuel B aptist C hurch

........................................................ 60,000

Task Force o n V iolent C rim e C haritable Fund • Young Ladies and Young Gentlemen's Clubs (second year)

................................................................................................. 70,000

• Management information system upgrades for ESellefaire Jew ish Children's Bureau and Jewish Family Services

Tri-City Senior C enter

Association (over three y e a r s )............................................................. 600,000

• Staff support for Southwest Community Access Network

Lesbian/G ay C om m unity Service C enter o f G reater Cleveland • Technical assistance on collaborative school outreach program to combat harassment of youth

......................................... 3,000

U nited Way Services • Community human services needs analysis and outcome measurement (over two years) .......................................117,020 • John K. Mott Youth Fund high school student distribution committee (third year) ........................................................5,000

M anpow er D em on stratio n Research C o rp o ratio n , New York, New York

• Study of social services information and referral services in Cleveland

• Devolution and Urban Change Project in Cleveland (over three years) ...................................................................................... 375,000

................................................................................... 3,157

W est Side Ecum enical Ministry • Capital campaign (over 28 months) .................................................. 200,000

M atthew 's Lending Library • Staff support and expansion of adaptive equipment and toy inventory

.........................................................................................19,000

W om en's C enter o f Greater Cleveland • Resource and referral helpline (third year)

.................................... 24,450

May D ugan C enter

Young Men's Christian A ssociation o f Cleveland

• Management improvements (over three y e a r s )............................ 69,500

• Start-up support for Future Leaders of America Program for youth recognition and leadership development ................... 38,917

M ount Olive B aptist C hurch • Staff support for summer jobs youth program

...............................6,852

program for youth-produced radio, television and

• Bridges Mentorship Program in collaboration with Warrensville Heights High School (second year)

Youth Visions, Inc. • Partnership for Regional Youth Media Empowerment

M ount Z ion Fellowship o f the Brethren

newsletter p ro je cts...................................................................................... 50,000 ...................... 26,720

N orth coast Food Rescue • Expansion of a meal preparation site (over two years) ........... 70,000

O h io H unger Task Force, C olum bus, O hio • Expansion in number of Latino and low-income day care home providers

. . . 2,000

........................................................................ 27,000

O hio Legal Assistance Foundation • Education on changes in Supplemental Security Income laws for parents and service providers .............................................15,000

TOTAL BOARD DESIGNATED GRANTS

$4,555,534


DONOR DESIGNATED GRANTS

G reater C leveland N eigh b orh ood Centers A s s o c ia tio n ..................................................................................... 9,857

The following recipients and programs were designated by donors.

The Hebrew Free Loan A ssociation ................................. 1,000

Grants are for general support unless otherwise noted.

A chievem ent C enters fo r C hildren ............................... $15,092 • Equipment..................................................................................... 28,226 Recovery Resources aka A lcoholism Services o f Cleveland In c.................................................................................55 A m erican Bible Society, New York, New Y o r k ............... 608

H eights Blaugrund Lodge No. 1152 B'nai B 'rith . . . 1,624 Heights Youth C e n t e r .............................................................. 1,320 The H iram H o u s e ....................................................................... 1,957 Jerem iah's Inn, W orcester, M a ssa ch u se tts ........................ 202 Jewish C om m u n ity Federation o f C le v e la n d ............. 13,226

A m erican Red C ross, G reater Cleveland C hap ter

37,345

A pplew ood C enters, In c........................................................... 1,112 Beech B r o o k ................................................................................ 49,921

• Research or any other purpose ............................................................. 14,388

Jones H om e o f C hildren's Services ............................... 18,653 • Capital improvements ................................................................................. 28,226

Bellefaire Jewish C hildren's B u r e a u ................................. 7,136

Lake C oun ty Society fo r Rehabilitation o f C hildren and A d u lts ................................................................ 50

Boy Scouts o f A m erica, G reater Cleveland C ouncil N o. 4 4 0 ........................................................................... 134

Lakewood C hristian C h u r c h ................................................. 2,253

Boys & Girls Clubs o f Greater Cleveland, In c..................804 C ath olic C harities C o rp o ratio n ............................................ 420 • Benefit of Parmadale-St. Anthony Youth Services Village . . . . 8,357 C enter for Fam ilies and Children ........................................250 • Counseling Division..................................................................... 38,449 • Day Nursery Association of Cleveland........................................4,174 • Family Preservation Program....................................................... 2,000 C hildren Forever Haven ............................................................753 The C hildren's Aid S o c ie ty ....................................................... 372 • Industrial liome........................................................................... 68,831

Lakewood U nited M ethodist C hurch

............................. 3,867

The Hattie Larlham Foundation, Inc., M antua, O hio ........................................................................... 12,765 Little Sisters o f the P o o r ....................................................... 2,697 Lutheran Agencies O rganized in Service ...................... 2,069 M arycrest S chool ....................................................................... 6,885 M issionary Servants o f the M ost H oly Trinity, Silver Spring, M a ry la n d .......................................................... 4,060 O ur Lady o f the Wayside, In corp orated, Avon, O h i o .................................................................................... 6,760

C hrist Episcopal C hurch ....................................................... 1,112 Parm adale-St. Anthony Youth Services V illa g e ......... 14,460 The C hurch H o m e .....................................................................6,885 Planned P aren th o o d o f G reater Cleveland, Inc. . . . 104,633 The C hurch o f the Saviour, U nited M e th o d is t........... 4,888 Rose-M ary C e n t e r ....................................................................... 2,654 The City M ission

....................................................................... 2,323

City o f Cleveland, D irector o f Public Safety • Prevention of delinquency among boys ........................................802

St. Andrew's U nited M ethodist C hurch, Findlay, O hio .................................................................................. 120 St. D om inic's Parish ................................................................ 4,060

C leveland C hristian H om e, In c............................................ 2,742 St. Joh n Lutheran Church ................................................... 2,069 Cuyahoga C ounty D epartm ent o f H um an Services • Special client needs......................................................................... 371 East End N eigh b orh ood H o u s e .......................................... 3,174 Epw orth-Euclid C hurch

116

Fairm ou nt Presbyterian C hurch ........................................2,066 Federation for C om m unity Planning .............................3,455 • Needy and deserving families and children...............................1,747 • Program at Business Volunteerism Council ............................... 2,470

St. M artin's Episcopal C hurch

...............................................134

The Salvation A r m y ................................................................ 33,743 • Food for the hungry.........................................................................................1,610

The Salvation Army, Ashland, O h i o ................................. 3,055 The Scottish Rite Benevolent Fou n dation , Lexington, M a ssa ch u se tts.......................................................... 134 Shaker H eights Lodge No. 45 FO P Associates ........... 2,345 The Shaker O ne H undred, In c.............................................. 2,345

The First C ongregational Church o f S onom a, S onom a, C alifornia .......................................... 134

Sisters o f N otre D am e • Physical education program for Julie Billiart School .................12,267

The First United M ethodist C hurch, Ashland, O h i o ..............................................................................6,109

Society o f St. Vincent de P a u l ................................................. 689

Goodwill Industries o f G reater Cleveland

Southeast Family YMCA ............................................................ 300

11,408


Starr C om m on w ealth for Boys, A lbion, M ichigan

.. 1,349

Boys & Girls Clubs o f G reater Cleveland • Inner city recreation programs................................................................... 5,000

The Suburban T e m p le ................................................................ 943 The Three-C orner-R ound Pack Outfit, Inc. • Camping program ....................................................................... 11,481 Trinity C athedral ....................................................................... 1,572

Cam p Ho Mita Koda ................................................................... 500 Cam p Sue O sb orn ....................................................................... 250 C enter for Fam ilies and C h ild re n ...................................... 2,000 • RapArt Center ....................................................................................................... 500

U nited Way o f Ashland County, O hio, Ashland, O h i o ..............................................................................3,055

Central Virginia Foodbank, R ichm ond, V i r g in ia ......... 500

U nited Way Services ............................................................419,669

C hrist Episcopal C hurch ........................................................ 2,000

V ocational G uidance Services .......................................... 14,591 • Assistance to needy clients of Sunbeam School ...................... 1,000 • Assistance to needy of Sunbeam School graduating class . . . 1,000

The City M ission

W est Shore U n itarian U niversalist C hurch ............... 35,970 The Phillis W heatley A ssociation • Camping program scholarships ..................................................... 400 Young Men's C hristian A ssociation o f Cleveland .. 9,261 • Ashland Branch..............................................................................3,055 • Lakewood Branch ......................................................................... 7,056 • West Side Branch .......................................................................14,113 Young W om en's C hristian Association o f C le v e la n d .................................................................................. 6,196 • Lakewood Branch ......................................................................... 7,056

....................................................................... 1,250

• Food for the hungry and shelter for the h o m e le ss......................... 1,316

Cleveland Foodbank, I n c o r p o r a t e d ................................. 1,500 Cleveland H ousing Network, Inc. • Short-term rental assistance ......................................................................5,000

Cleveland In ternational P r o g r a m ...................................... 3,500 C leveland Skilled I n d u s tr ie s ................................................... 500 Cleveland W om en, Inc. dba Tem plum H ouse • Hispanic Domestic Violence Support Group.......................................2,000

The Coventry Youth C enter dba Heights Youth C e n te r .................................................................................... 500 The Daily Planet, Inc., Richm ond, V irg in ia .................. 1,000

Youth Visions, Inc. • Big Brothers/Big Sisters Program ............................................ 10,240 • Big Buddy/Little Buddy Program ................................................ 9,234

D iocese o f O hio Episcopal C om m unity Services Foundation ................................................................ 1,000 Early C hildhood O ptions o f University Circle ............. 250

TOTAL DONOR DESIGNATED GRANTS

$1,187,559

Fairm ou nt Presbyterian C hurch ........................................ 1,000 Fam ily Transitional H ousing, In c...........................................400

DONOR ADVISED GRANTS

Federated C hurch o f C hagrin F a l l s ...................................... 586

Grants are for general support unless otherwise noted.

Federation for C om m u n ity Planning • Hunger Network of Greater Cleveland .....................................................285

Achievem ent Centers for Children ................................... $500 A m erican Red C ross, G reater Cleveland C hapter

1,750

A m erican Red C ross, G reater Toledo Area Chapter, Toledo, O h io ............................................................1,000

The First C hurch o f C hrist, Scientist, B oston , M assachusetts • Restoration and Renewal Fund..................................................................... 700

A pplew ood C enters, In c...........................................................1,000

Forbes H ouse Lake C ounty C om m ittee on Family Violence, In c...................................................................... 250

Beech B r o o k .................................................................................. 2,750

Gesu C hurch ................................................................................ 6,020

Bellefaire Jewish C hildren's Bureau • Jewish Day Nursery Scholarship Fund ........................................500

Goodwill Industries o f G reater Cleveland, In c............ 1,000 G reater Cleveland C om m u n ity Shares

Bellflower C enter for Prevention o f Child Abuse, In c...........................................................................1,250

• Campaign 2000 Action Plan

Big B roth ers/B ig Sisters o f Lake and Geauga, In c......... 250

Greater Cleveland N eighborhood Centers A s s o c ia tio n .................................................................................... 2,000

Julie Billiart S c h o o l .................................................................. 1,000

• Heights youth program...................................................................................... 500

Boy Scouts o f Am erica, G reater Cleveland C ouncil No. 4 4 0 ......................................................................... 2,500 • Troop 297, Independence, Ohio................................................... 1,000 • Campership Fund of Troop 297 in the name of Bob

Greater H artford Jewish C om m unity Center, West H artford, C onn ecticut

(Bernard) Kasperski....................................................................... 1,000

..................................................................... 3,000

• Intern/volunteer program ........................................................................... 3,000

• Jonathan's Dream, A Wheelchair-Friendly Playground.................2,000


H an n a Perkins School • In memory of Mary Jo Taylor......................................................10,000

Shaker Heights Youth Center, Inc. ...................................... 250

H eights Em ergency Food C e n t e r .......................................... 500 • Heights Parent Center ..................................................................... 500 • Lactation support consultant and support services for Baby and Me Drop-in program ................................................... 3,100 • PRISMS program............................................................................2,600

• Adoption program for special needs children

Special Adoption Fam ily Services ...............................15,000

Stella Maris, In c................................................................................400 Sunshine Fou n dation , Inc., M aumee, O hio ............... 1,000 T herapeutic Riding Center, In c................................................ 250

H itch cock C enter for W om en, Inc......................................... 500 The Institute for Creative Living • Implementation of marketing plan...............................................2,500

T ransitional H ousing, In c....................................................... 2,604

In tern ation al Services C enter • Rehabilitation of Croatian refugees in Cleveland...................... 1,000

U nited Way Services .............................................................. 49,324

Jewish C om m u n ity Federation o f Cleveland • Welfare Fund Campaign .............................................................. 2,000

U nited Way o f G reater T oledo, T oledo, O h i o ............. 1,500

• Benefit of Geauga United Way Services

............................................... 250

• Benefit of Greater Cleveland Community S h a re s ............................1,000 • Benefit of Women's Community Fund .................................................. 1,000 • Greater Cleveland Committee on H unger............................................... 500

Jewish W elfare Federation o f Palm Springs and D esert Area, Palm Springs, C alifornia ..................1,000 Lake C ounty Society for Rehabilitation o f C hildren & A d u lts ......................................................................... 500 • Lake County YMCA Heritage Fund...............................................1,000 The H attie Larlham Foundation, Inc., M antua, O hio ..............................................................................2,000 Make-A-Wish Fou n dation o f Eastern O hio, Inc...........1,000 N orth C oast C om m u n ity H om es, Inc. • Acquisition and renovation of group home for severely disabled in Lake County .............................................................. 5,000 N o rth co ast Food Rescue ....................................................... 5,000

The Virginia H om e, Richm ond, V irg in ia ...........................500 Virginia League for Planned Paren th ood, R ichm ond, V irg in ia ................................................................... 1,000 Vocational G uidance Services ............................................ 3,000 W aterbury YMCA, Waterbury, M a ssa ch u se tts.................. 500 West Park U nited C hurch o f C hrist • Foundation Fund .............................................................................................. 1,188

West Side Ecum enical Ministry • Acquisition and renovation of new administrative facility . . . . 5,000 • Brookside Center ................................................................................................. 700

W om en's C om m unity F o u n d a tio n ....................................2,000

Pathfinder Fund Inc. aka Pathfinder International, W atertow n, M assachusetts ................................................... 2,000

YMCA o f Cleveland, Geauga C ounty B r a n c h .................. 250

Planned P aren th ood o f G reater Cleveland, Inc. . . . 15,750

Young Men's Christian A ssociation o f Greater Richm ond, Richm ond, Virginia .......................... 500

Plym outh C hurch o f Shaker Heights Foundation

745

The P opu lation Institute, W ashington, D .C .................. 3,000 Providence H ouse, In c.............................................................. 2,000

Youth Visions, In c.......................................................................... 500 • Big Brothers/Big Sisters of Greater Cleveland................................. 2,000

TOTAL DONOR ADVISED GRANTS

Retired and Senior Volunteer Program o f G reater Cleveland .....................................................................2,000 • Completion of custom computerization for volunteers............. 1,000 • Final funding for custom software system................................. 3,500 St. B ernadette C hurch • Charitable needs ..............................................................................637 • Gym/multipurpose addition..........................................................2,000 St. Paul's Episcopal C hurch, Cleveland Heights . .. 12,361 St. T im othy Episcopal C h u r c h ............................................ 2,000 The Salvation Army o f G reater Cleveland ....................1,750 • City of Cleveland operations ....................................................... 1,000 • Painesville operations...................................................................1,000

TOTAL SOCIAL SERVICES GRANTS

$5,986,059

Board Designated, Donor Designated and Donor Advised

$242,966


Geographic Funds Grants

L. DALE DORNEY FUND GRANTS THE FINDLAY-HANCOCK COUNTY ADVISORY COMMITTEE

SOCIAL SERVICES

The Young Men's C hristian A ssociation o f Findlay • Renovation and expansion of downtown and east side facilities ..............................................................................$8,000

G. Norman Nicholson, Chairperson

Patrick W. Rooney

Rev, G. Terry Bard

Judy Rower

Pamela K. M. Beall

Ralph D. Russo

David S. Healy

The Hon. John P. Stozich

TOTAL SOCIAL SERVICES GRANT

$8,000

Charles J . Younger CIVIC AFFAIRS

PHILANTHROPIC SECTOR

Findlay Area C h am b er Fou n dation

The Cleveland Fou n dation (In c.)

• Facilitator to examine merger of the Chamber and

• Biennial meeting and biennial report for L. Dale Dorney

Community Development Foundation ............................................ $20,000

Fund and The Findlay-Hancock County Community Foundation ...........................................................................................

H an cock C oun ty Agricultural Society

. $8,900

• Operating budget of the L. Dale Dorney Fund and

• Financial and marketing feasibility study on relocating the fairgrounds ..............................................................................................12,500

The Findlay-Hancock County Community Foundation for 1998

H an cock /H ard in /W yan d o t/P u tn am C om m u n ity Action C om m ission

.................................................................................................

TOTAL PHILANTHROPIC SECTOR GRANTS

57,821

$66,721

• Coordinator for the Microenterprise Program .............................. 16,594 TOTAL L. DALE DORNEY FUND GRANTS TOTAL CIVIC AFFAIRS GRANTS

LAKE-GEAUGA FUND GRANTS

CULTURAL AFFAIRS

THE LAKE-GEAUGA COMMITTEE

Findlay Area Arts C ouncil • Communitywide cultural plan .............................................................$24,500 • Season of Excellence programs in 1997-98 season

$170,675

$49,094

................... 7,000

Molly Offutt, Chairperson

George B. Milbourn

Barry M. Byron

James F. Patterson, completed term 3/98

H ancock H istorical M useum A ssociation

Lawrence J . Dolan

Nancy W. Patterson, appointed 4/98

• Architectural services associated with long-range plan

Ralph R. Doty, appointed 4/98

John Sherwin Jr., completed term 3/98

........... 2,200

Debra Hershey Guren

H ancock Parks Foundation • Riverside Park summer concert series (over three years)

. . . . 3,000 CIVIC AFFAIRS

TOTAL CULTURAL AFFAIRS GRANTS

$36,700

Citizens League Research Institute • Regional issues initiative in Lake and Geauga counties (over 18 months) .........................................................................................$15,000

H abitat o f Painesville • General support .............................................................................................. 1,000

EDUCATION

Findlay B oard o f Ed ucation

W estern Reserve RC&D Inc.

• Services to students leaving Alternative School for Findlay High School (over two y e a r s )..............

TOTAL EDUCATION GRANT

.$10,160

• Countryside Program workbook on conservation development techniques........................................................................... 15,500

$10,160 TOTAL CIVIC AFFAIRS GRANTS

$31,500


CULTURAL AFFAIRS

Lake Erie C ollege

Lake C oun ty H istorical S o c i e t y ........................................ $3,000

• Scholarships to students attending Lake Erie C o lle g e ..............10,000

Lake Erie C ollege

The Lakeland Fo u n d atio n

• Lake Erie Fine Arts series ........................................................................... 7,000

• Scholarships for Painesville students ............................................... 10,000

Profession al Flair Inc. TOTAL SCHOLARSHIP GRANTS

• Education and dance performances in Lake and Geauga

5135,000

counties with disabled and nondisabled dancers ......................... 5,000

TOTAL CULTURAL AFFAIRS GRANTS

$15,000 SOCIAL SERVICES

Big B roth ers/B ig Sisters o f N orth east O hio, Inc. • Case manager and mentor recruitment campaign ................... $23,000 EDUCATION

Boy Scouts o f A m erica, N orth east O h io C ouncil

Lake Ed u cation al A ssistance Fou n dation

• General support

................................................................................................. 500

• Resource center (over two years) .....................................................$18,500

Cam p Sue O sborn The Lakeland Fou n dation

• General support

..................................................................................................500

• Men's Resource Center for Lakeland Community College (over two years)

............................................................................................15,000

Learning A bout Business

Fam ily Planning A ssociation o f N ortheast O hio, Inc. • Strategic plan .................................................................................................... 5,000

• General support .................................................................................................... 500

M orley Library

Geauga C oun ty B oard o f M ental R etardation and D evelopm ental D isabilities

• General support .............................................................................................. 1,000

• Pilot study on the effectiveness of Dr. Stanley Greenspan technique for autistic children

TOTAL EDUCATION GRANTS

535,000

............................................................. 18,700

Lake C ounty Board o f Mental Retardation and D evelopm ental Disabilities • Training for staff and parents at Broadmoor and William Patrick Day Schools on the autism curriculum of Dr. Arnold Miller ............................................................................................ 23,800

HEALTH

Lake C oun ty Society for Rehabilitation o f C hildren and Adults, In c....................................................... $1,000

Lake C ounty Y M C A ................................................................................... 1,000 Lake Erie Girl Scout C ouncil

Lake-Geauga C enter on A lcoholism and Drug Abuse, Inc.

• General support

• Program and facility planning project ............................................... 13,800

................................................................................................. 500

Mental Health A ssociation in Geauga C ounty • Volunteer coordinator position ................................................................ 8,200

TOTAL HEALTH GRANTS

514,800

N orth C oast C om m unity H om es, Inc. • Renovation of home for the severely disabled...............................17,500

The Salvation Army o f G reater Cleveland • General support for The Salvation Army of Lake C o u n ty........... 1,000

SCHOLARSHIPS

The Cleveland Foundation (In c.) • Scholarship support for third and fourth-year students from Lake and Geauga counties attending Ohio's medical schools............................................................................................$70,000

U nited Way o f Lake County, Inc. • General support .............................................................................................. 3,000 • Project coordinator and evaluator for Promise to Youth volunteer program (over three y e a rs )...............................10,000

• General scholarships for residents of Painesville not attending Lake Erie College

................................................................... 45,000

W estern Reserve C oun seling Service, Inc. • Family violence intervention program (over two years) ........... 28,000

TOTAL SOCIAL SERVICES GRANTS

5140,700

TOTAL LAKE-GEAUGA FUND GRANTS

5372,000

GEOGRAPHIC FUNDS GRANTS

$542,675

Board Designated, Donor Designated and Donor Advised


Philanthropic Sector Grants A ssociation o f Black Fou n d ation Executives .................................... $5,000

• Institutional membership (over two years)

DONOR ADVISED GRANTS Grants are for general support unless otherwise noted.

Business V olunteerism C ouncil • Operating support (fifth year)

................................................................ 60,000

Bratenahl C om m unity Foundation ...............................$1,000

The C leveland Fou n d ation (In c.)

The Cleveland Foundation (In c.)

• Anisfield-Wolf Community Service and Book Awards ..............61,826

• Karl B. Bernal Fund ............................................................................................ 500

• Development of early childhood initiative

• Henry and Martha Ollendorf F u n d .......................................................... 2,000

• Grantmakers Forum

.................................... 250,000

................................................................................ 150,971

• Start-up support of The Generation Foundation ................... 1,000,000

• Homer C. Wadsworth A w a rd ...................................................................15,000

• Unrestricted charitable purposes........................................................... 23,845

• Strategic Alliance Committee ................................................................10,000

• The Homer C. Wadsworth Award .......................................................... 2,500

Federation for C om m unity Planning

The Fou n dation Center, New York, New York

• Follow-up program to President's Summit

• Operating support of The Foundation

for America's Future ................................................................................... 25,000

The Fou n dation Center, New York, New York

TOTAL DONOR ADVISED GRANTS

• Operating support of The Foundation Center - Cleveland Office

Center - Cleveland Office (over two years) ....................................... 2,000 $1,031,845

........................................................................ 96,300

The Junior League o f Cleveland, Inc. • Leadership Institute.........................................................................................1,000

The Tides Center, San Francisco, C alifornia • Narrative and photographic book celebrating volunteerism . . . 5,000

TOTAL BOARD DESIGNATED GRANTS

$680,097

PHILANTHROPIC SECTOR GRANTS

$1,711,942

Board Designated and Donor Advised

Other Disbursements A ntioch B aptist C hurch

The C atherine H orstm ann H o m e ...................................... 4,052

• General support for church and educational support for individuals pursuing community service-based college degrees .................................................................................................................. $850

A urora S chools Fou n dation • General and scholarship support ................................................................694

The Cleveland Fou n dation • Operating budget of The Cleveland Foundation for the year 1998 ................................................................................... 5,352,300

Lutheran M etropolitan Ministry A ssociation ........... 17,386 N ational Society to Prevent Blindness, Schaum burg, Illinois • Operating and program support for Prevent Blindness Ohio . . . . 220

O hio H um anities C ouncil, C olum bus, O hio • Humanities in Greater Cleveland area .....................................................450

St. Jam es A.M.E. C hurch ....................................................... 2,800

39

Federation for C om m unity Planning • Health and human services programs .....................................................300

I

TOTAL OTHER DISBURSEM EN TS

$5,379,052


APPLYING FOR A CLEVELAND FOUNDATION GRANT

FULL

PROPOSAL

DEADLINE

Grant Eligibility

First-Time Grantseekers

We make most o f our grants to tax-exempt, private agencies classi­ fied as 5 0 1 (c)(3 ) organizations, public charities under the law. We also make some grants to govern­ mental agencies, but we do not make grants to individuals. We look for creative projects designed to meet community needs, address public policy priorities, or test new ideas. We award grants in six program areas: civic affairs, cul­ tural affairs, econom ic development, education, health and social services. In general, the programs we consider for support are in Greater Cleveland or will directly benefit Greater Cleveland residents. Some agencies or interests in other com ­ munities may be eligible for grants if donors direct that support in their gifts. We ordinarily do not support endowments, membership drives or fundraising projects, travel when it is the proposal's primary focus, or publications and videotapes unless they are part o f a promising project. Because the Foundation is nonsectar­ ian, we do not support religious organizations for religious purposes.

First, contact the Foundation for a copy o f Guidelines for Grantseekers, a booklet with helpful information about preparing a grant proposal. We recommend you then send a let­ ter, including information on your project and whom it will benefit, to the associate director's attention. Our staff is eager to help grantseek­ ers 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 imple mentation, plans to continue the work after the funding period, evaluation plans and a detailed project budget.

Grant Periods

In order for us to give each proposal the time and attention it deserves, deadlines fall approximately three months prior to our quarterly Board meetings.

i

Most grants are one-year awards. Multi-year grants undergo a perfor­ mance review at the end o f each year before we release funds for the fol­ lowing year.

The Process

The appropriate program officer and the associate director thoroughly review your proposal and prepare a written evaluation. A subcommittee o f the Board o f Trustees considers the proposal and makes a recommenda­ tion to fund, decline or defer it. The full Board then takes final action.

December 31 March Board meeting

March 31 June Board meeting

June 30 September Board meeting

September 15 December Board meeting

At the End of the Grant Period

We require a final narrative and fiscal report on all projects we fund. The fiscal report must cover the entire project period, and your agency's fiscal officer or treasurer must sign it. The narrative must include an evaluation o f the project's effectiveness.


Executive Office

Education

Steven A. Minter

W illiam S. McKersie

EXECUTIVE DIRECTOR/PRESIDENT

SENIOR PROGRAM OFFICER

Finance and Information System s

The Board of Trustees and Distribution Committee

J.T. Mullen

Charles A. Ratner

CHIEF FINANCIAL OFFICER/TREASURER

CHAIRPERSON

Susan L. Eagan

Marvelous Ray Baker

ASSOCIATE DIRECTOR/VICE PRESIDENT

SCHOLARSHIP ADMINISTRATOR/

Deanne M. Machen

Catharine M onroe Lewis

Leslie A. Dunford

PROGRAM ASSISTANT

FINANCE ASSISTANT

VICE CHAIRPERSON

SPECIAL ASSISTANT/CORPORATE SECRETARY

Shirley M. Ulstad

Janice M. Cutright

Diana L. Davis C onnie K. McHenry

PROGRAM ASSISTANT

MANAGER OF INFORMATION SYSTEM S

EXECUTIVE ASSISTANTS

Health

David L. Mueckenheim Bryan W. Stauffer

lames E. Bennett III Doris A. Evans, M.D. Benson P. Lee Alex Machaskee Rev. Dr. Otis Moss Jr. James V. Patton John Sherwin Jr. Jerry Sue Thornton Jacqueline F. W oods

Lynn M. Sargi MANAGER OF HUMAN RESOURCES

Suzanne Bloomfield H UM AN RESOURCES ASSISTANT

PROGRAMMERS/ANALYSTS

Robert E, Eckardt SENIOR PROGRAM OFFICER AND MANAGER OF GRANT EVALUATION

Beth Volz PROGRAM ASSOCIATE, HEALTH

Adm inistrative Roberta W. Allport

AND PHILANTHROPIC SERVICES

Joyce E. Schneider PROGRAM ASSISTANT

ADMINISTRATIVE OFFICER

Jean A. Lang Kathy Parker ACCOUNTING MANAGERS

Heidi Daniels Florence Ghosn Karen Louie Timothy M. Simmerly ACCOUNTANTS

PROGRAM OFFICER. PHILANTHROPIC SECTOR

Janet M. Carpenter OFFICE SERVICES ADMINISTRATOR

Dwayne Freed

So cia l Services Goldie K. Alvis

Edna M. Deal ACCOUNT CLERK

Trustees Committee David L. Stith BANK ONE. CLEVELAND, NA

Sid A. Bostic FIRSTMERIT BANK. NA

SENIOR PROGRAM OFFICER

Findlay and H ancock County

HUNTINGTON NATIONAL BANK

Barrie G. Christman

OFFICE SERVICES CLERK

Marci Bernstein Lu

Pierretta H. Wingfield

AND EXECUTIVE OFFICE

Barbara M. Deerhake

W illiam E. M acDonald III

Linda Harris Stewart

DIRECTOR, FINDLAY-HANCOCK COUNTY

NATIONAL CITY BANK

COMMUNITY FOUNDATION AND PROGRAM

Gary R. Allen

PROGRAM ASSOCIATE, SOCIAL SERVICES

RECORDS M ANAG EM ENT ADMINISTRATOR

Patty Berke-Takacs Tiffanie C. Colston

PROGRAM ASSISTANT

OFFICER, L. DALE DORNEY FUND

RECORDS TECHNICIANS/PROGRAM ASSISTANTS

M artha A. Burchaski RECEPTIONIST

Philanthropic Services Michael J. Hoffmann SENIOR PROGRAM OFFICER PRINCIPAL STAFF, THE LAKE-GEAUGA

Civic Affairs and Econom ic Development

FUND AND SUPPORTING ORGANIZATIONS

Alicia M. Ciliberto

Jay Talbot

PROGRAM ASSISTANT. PHILANTHROPIC

SENIOR PROGRAM OFFICER, CIVIC AFFAIRS

SERVICES AND CULTURAL AFFAIRS

MANAGER OF SPECIAL PROJECTS

Stephen Rowan

Constance P. Conwell PROGRAM ASSISTANT

Marla L. Hammel PROGRAM ASSISTANT

General Counsel Malvin E. Bank THOMPSON, HINE & FLORY LLP

T h e s t a f f list reflects the o rg an ization o f the F ou n dation as o f M ay 4, 1 9 9 8

PROGRAM OFFICER, ECONOMIC DEVELOPMENT ASSISTANT DIRECTOR OF DEVELOPMENT

Pamela L. George PROGRAM ASSOCIATE, CIVIC AFFAIRS, ECONOMIC DEVELOPMENT AND

Com munications Lynne E. W oodm an DIRECTOR OF COMMUNICATIONS

EXECUTIVE OFFICE

Mary Frances Knuth

Arline Nosse Vance Sullivan

COMMUNICATIONS ASSOCIATE

PROGRAM ASSISTANTS

COMMUNICATIONS ASSISTANT

Marcia L. Bryant

For a copy of our 1997 annual report or audited financial statements, please call our com m unica足 tions department at 216.861.3810, ext. 267.

Cultural Affairs

Development

Kathleen A. Cerveny

Marjorie M. Carlson

SENIOR PROGRAM OFFICER

DIRECTOR OF DEVELOPMENT

Gita C. Gulati

Nancy McCann

PROGRAM ASSOCIATE, CULTURAL AFFAIRS

PLANNED GIVING OFFICER

AND EDUCATION

Joan M. Cerne PROGRAM ASSISTANT

Linda M. Estacion Carolyn G. McKendry Celene E. Petkash DEVELOPMENT ASSISTANTS


<F


1997 AUDITED FINANCIAL STATEMENTS


[I

(I

H 1 I I I

I I ! I

!

I


Report of Independent Auditors The Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland Foundation We have audited the accompanying statements o f financial position o f The Cleveland Foundation as o f December 31, 1997 and 1996, and the related statements o f activities and cash flows for the two years then ended. These financial statements are the responsibility o f the Foundationâ&#x20AC;&#x2122;s management. Our responsibility is to express an opinion on these financial statements based on our audits. 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 o f 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 o f The Cleveland Foundation as of December 31, 1997 and 1996 and the results o f its activities and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

April 17, 1998

1


The Cleveland Foundation Statements o f Financial Position

December 31 1997 Assets Cash and cash equivalents Short-term investments Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Common investment funds Mutual funds

$

See notes to financial statements.

2

$

687,976 56,710.832

25,003,684 17345,069 109,239,734 13,137,710 1,001,808,593 16,727,883 1,183,262,673 12,929,129 3,203,474

21,415.055 14,370.441 69,447,497 5,940.297 826,641,063 9.601,263 947,415.616 12,643,319 3,547.122

$1,269,684,396

$1,021,004,865

S

$

Other investments Property and other assets

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

1,310*266 68,978,854

1996

666,630 22,698310 13,517,541

430.612 2,619,096 12,326,155

3,632,148

3,581,890

1,414,564 1,083,519 2,498,083 6,130,231 313,140,485 913,531,199 1,232,801,915

1,301,705 888.429 2,190,134 5,772,024 250,878,685 748,978,293 1,005,629,002

$1,269,684,396

$1,021,004,865


The Cleveland Foundation Statements of Activities Year Ended December 31, 1997

Temporarily Restricted

Permanently Restricted S 28,976,600

52,797

$ 10,899,057 1,253,643 4,452,889 176,718 25,500,671 7,398,787 7,874 310,209

17,484

40,179,488 1,253,643 4,682,669 176,718 25,500,671 7398,787 7,874 380,490

2,132,711

52,059,878

135,558,822

189,751,411

39,797,926 42,517,045

(39,797,926) 62,261,800

164,552,906

269,331,751

Unrestricted Revenue, gains, and other support Received from donors Dividend income Interest income Common trust fund income Common investment fund income Partial benefit fund income Distribution o f estate income Other income Net unrealized and realized investment gains Net assets released resulting from satisfaction o f donor and program restrictions Total revenues, gains and other support Expenses Trustee and investment management fees Other expenses Grants expensed Administrative expenses: Grantmaking Philanthropic services Special projects Development Fund management Total administrative expenses Total expenses Increase in net assets Net assets at beginning o f year Net assets at end o f year

$

303,831 229,780

Total $

4,592,084 199,615 32341,580

4,592,084 199,615 32341,580

1,889,690 422,299 588,449 1,471,846 653,275 5,025,559 42,158,838 358,207 5,772,024

62,261,800 250,878,685

164,552,906 748,978,293

1,889,690 422,299 588,449 1,471,846 653,275 5,025,559 42,158,838 227,172,913 1,005,629,002

$ 6,130,231

$313,140,485

$ 913,531,199

$ 1,232,801,915

See notes to financial statements.

3


1 The Cleveland Foundation Statements of Activities Year Ended December 31,1996

Revenue, gains, and other support Received from donors Dividend income Interest income Common trust fund income Common investment fund income Partial benefit fund income Distribution o f estate income Other income Net unrealized and realized investment gains Net assets released resulting from satisfaction o f donor and program restrictions Total revenues, gains and other support Expenses Trustee and investment management fees Other expenses Grants expensed Administrative expenses: Grantmaking Philanthropic services Special projects Development Fund management Total administrative expenses Total expenses Increase in net assets Transfers Net assets at beginning o f year Net assets at end of year

Unrestricted

Temporarily Restricted

$

$

213,440 212,566

78,582

38,359,932 38,864,520

Permanently Restricted

29,363

9.263.867 1.247.068 5,181,993 28.826 22.457,596 7,351,899 754 240.805

16,437,553

93,082,940

109,520,493

(38,359,932) 16,261,988

100,166,793

155.293,301

1,995,937 1,247,068 4,969,427 28,826 22,457,596 7,351,899 754 132,860

$

7,054,490

Total $

3,728,992 32,682 30,306,627

3,728,992 32,682 30,306.627

1,886,684 418,994 442,481 1,280,877 440,876 4,469,912 38,538,213 326,307

1.886.684 418,994 442,481 1,280,877 440,876 4,469,912 38,538,213 116,755,088

5,445,717 $ 5,772,024

See notes to financial statements.

4

16,261,988 (1,201,178) 235,817,875 $250,878,685

100,166,793 1,201,178 647,610,322

888.873,914

$ 748,978,293

$ 1,005,629,002


The Cleveland Foundation

Statements of Cash Flows

Year Ended December 31 1997 1996 Cash flows from operating activities Increase in net assets Adjustments to reconcile increase in net assets to net cash used for operating activities: Depreciation and amortization Net unrealized and realized investment gains Decrease (increase) in other assets Increase (decrease) in accounts payable and accrued expenses Increase in agency endowments and other obligations Increase in grants payable Contributions restricted for long-term investment Contributions o f securities Net cash used for operating activities

$ 227,172,913

Cash flows from investing activities Purchase o f property Proceeds from maturities and sales o f short-term investments, securities and other investments Purchase o f short-term investments, securities and other investments Net cash used for investing activities Cash flows from financing activities Proceeds from contributions restricted for: Investment in permanently restricted Investment in temporarily restricted Net cash provided by financing activities Net increase in cash and cash equivalents Cash and cash equivalents at beginning o f year Cash and cash equivalents at end of year

$

See notes to financial statements.

5

$

116,755.088

211,099 (189,751,411) 3,008,477

209.254 (109,983.882) (1,621.289)

236,018 20,079,214 1,191,386 (39,875,657) (37,017,811) (14,745,772)

(1,127.318) 2,619,096 15,947 (9.050.427) (4.252,848) (6,436,379)

(3,043,096)

(103.342)

310,668,688

261.502.160

(332,133,187) (24,507,595)

(263,968,644) (2.569.826)

28,976,599 10,899,058 39,875,657 622,290

7,054.490 1.995,937 9,050,427 44,222

687,976

643,754

1310,266

$

687,976


The Cleveland Foundation

Notes to Financial Statements December 31, 1997 and 1996

A.

Organization

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

Significant Accounting Policies

The financial statements include the accounts o f The Cleveland Foundation (“ charitable corporation” ), The Greater Cleveland Foundation, The Cleveland Foundation (“ community trust,” approved by Resolutions o f Trust) and affiliated supporting organizations: The City o f 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 o f Section 509(a)(3) o f the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures o f these supporting organizations for specific charitable purposes. Interorganizational transactions and accounts have been eliminated. The Cleveland Foundation reports gifts o f cash and other assets as restricted support when they are received with donor stipulations that limit the use o f the donated assets. When the intent o f the donor is that the assets are to remain in perpetuity, the assets are reported in accordance with the stipulations o f the governing instruments o f the Foundation. Per the governing instruments, the Distribution Committee/Board o f Trustees o f the Foundation may distribute 20% o f the principal o f the donated assets over a five year period. This amount is recognized as temporarily restricted net assets, with the remainder recognized as permanently restricted in accordance with the intent o f the donor that the assets remain in perpetuity. The investment income generated by the permanently restricted net assets (excluding net unrealized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or program restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statement o f activities as net assets released from restrictions. Temporarily restricted net assets are available for program purposes in accordance with published standards established by The Cleveland Foundation. Net assets are released from donor restrictions by incurring expenses including grants authorized that satisfy the restricted purposes or by occurrence o f other events specified by donors.

6


The Cleveland Foundation Notes to Financial Statements— Continued

B.

Significant Accounting Policies— Continued

The Cleveland Foundation considers all highly liquid instruments purchased with a maturity o f three months or less to be cash equivalents. Cash and cash equivalents consist o f demand deposits and repurchase agreements, respectively. The preparation o f financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts o f assets and liabilities and disclosures o f contingent assets and liabilities at the date o f the financial statements and the reported amounts o f revenues and expenses during the reported period. Actual results could differ from the estimates. The Cleveland Foundation acts as fiduciary agent for various not-for-profit organizations. Some o f the Cleveland Foundation’s responsibilities as fiduciary agent include, but are not limited to, safeguarding o f assets, recordkeeping o f transactions, investment management and ensuring appropriate distributions. The Cleveland Foundation’s policy as fiduciary agent is to record the receipt o f funds as an asset and record an equal liability in accordance with the Financial Accounting Standards Board Statement No. 116, Accounting fo r Contributions Received and Contributions Made. As o f December 31, 1997 and 1996, the Cleveland Foundation as fiduciary agent has recorded $22,698,310 and $2,619,096, respectively, in the statement o f financial position. Certain 1996 amounts have been reclassified to conform to 1997 classifications. C.

Adoption o f Spending Policy

Effective January 1, 1996, The Cleveland Foundation adopted a spending policy to calculate the amount o f 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 o f “ prior year” available dollars with the market performance o f investments over the previous twelve quarters.

7


The Cleveland Foundation Notes to Financial Statementsâ&#x20AC;&#x201D; Continued

D.

Securities and Other Investments

Securities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day o f 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 determined by comparison o f asset cost to net proceeds received at the time o f 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 o f various trust assets. The common investment funds are maintained at three separate trustee banks, and investment in the funds is limited only to the trust funds o f The Cleveland Foundation. In 1996 The Cleveland Foundation substantially completed its transfer of securities maintained in individual trust funds to the common investment funds. Market value o f investments held by the common investment funds consists o f the following: December 31 1997 Short-term investments U.S. Government obligations Bonds Common and preferred stocks Common trust funds Mutual funds Other investments

$

8

1996

35,113,312 141,111,150 88,633,372 461,667,402 237,628,182 35,212,272 2,442,903

$ 10,719,022 141,575,408 68,685,789 462,698,713 128,044,274 13,743,069 1,174.788

$1,001,808,593

$826,641,063


The Cleveland Foundation Notes to Financial Statements— Continued

E.

Partial Benefit Funds

Partial benefit funds generally provide, each in varying amounts, for payment o f annuities to certain individuals, trustees’ fees and other expenses o f the trusts, prior to payment of the balance o f the income to The Cleveland Foundation (“ community trust” ). The total market values o f partial benefit funds are included in the accompanying statements since The Cleveland Foundation (“ community trust” ) ultimately will receive the entire income o f such funds. In 1997, The Cleveland Foundation (“ community trust” ) received approximately 74 percent (83 percent in 1996) o f the aggregate income of the various partial benefit funds. The market value o f partial benefit funds was $293,068,779 at December 31, 1997 ($245,864,622 at December 31, 1996). F.

Grants

Unconditional grants expensed are considered incurred at the time o f approval by the Distribution Committee/Board o f Trustees. Grants approved by the Distribution Committee/Board o f Trustees that are payable upon the performance of specified conditions by the grantee are not reflected in the accompanying statements o f activities until the specified conditions are satisfied. The following summarizes the changes in grants payable: 1997

1996

Grants payable at beginning o f year Unconditional grants expensed Payments made

$ 12,326,155 32341,580 (31,150,194)

$ 12,310,208 30,306,627 (30.290,680)

Grants payable at end of year

$ 13,517,541

$ 12,326,155

Grants payable at December 31, 1997 are scheduled to be disbursed as follows: 1998— $ 10,382,511; 1999— $2,683,520; 2000— $326,510; 2001 and thereafter— $ 125,000. In 1997, The Cleveland Foundation had total authorized grants and administrative budget in the amount o f $42,643,857 ($35,718,936 in 1996) o f which $5,352,300 ($4,792,200 in 1996) were for administrative expenses. In 1997, $8,371,216 ($3,434,901 in 1996) of this total was conditional and is not reflected in the accompanying financial statements. The Cleveland Foundation had total authorized conditional grants o f $10,775,827 and $7,422,800, at December 31, 1997, and 1996, respectively.

9


The Cleveland Foundation Notes to Financial Statementsâ&#x20AC;&#x201D; Continued

G.

Administrative Expenses

Administrative expenses, as reported on the statements o f activities, consist o f the following: December 31 1997 1996 Salaries Employee benefits Occupancy and office expense Professional and consulting fees and staff expenses Other

H.

$ 2,408,069 380,005 845,673

S 2,188,636 336.910 733,704

867,570 524,242

800,752 409.910

S 5,025,559

$ 4.469.912

Supporting Organizations

Total assets o f the supporting organizations which are included . in the statem financial position are comprised o f the following: December 31 1997 1996 The City o f Clevelandâ&#x20AC;&#x2122;s Cable Television Minority Arts and Education Fund The Davis Fund The Goodrich Social Settlement Fund The Higley Fund The McDonald Fund The Sherwick Fund The Findlay-Hancock County Community Fund

10

S 5,163,671 1,834,271 1,722,603 4,015,823 2,817,051 24,219,172

$ 4,248.321 1,516,796 1,431,417 3,498,016 1,272,382 20,425,253

6,582,414

1,974,870

$ 46,355,005

$ 34,367,055


The Cleveland Foundation Notes to Financial Statements— Continued

H.

Supporting Organizations— Continued

The Treu-Mart Fund is a supporting organization o f both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances o f The Treu-Mart Fund are not included in these financial statements. Market value o f investments held by The Treu-Mart Fund at December 31. 1997 totals $16,271,191 ($13,825,288 at December 31, 1996). I.

Operating Leases

The Cleveland Foundation leases office space under an operating lease agreement which expires May 16, 2003 with a renewal option for two consecutive five-year terms. Rental expense was $356,933 ($320,883 in 1996). Future minimum rental payments at December 31, 1997, under the non-cancelable operating lease are as follows: 1998$310,444; 1999— $316,681; 2000-$323,122; 2001-$329,562 thereafter $464,067. J.

Retirement Plan

The Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages o f salary, for all employees. Retirement plan expense for 1997 was $198,206 ($177,371 in 1996). All contributions under the plan are funded and vest with employees as made. K.

Income Taxes

The Internal Revenue Service has ruled that the charitable corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations. L.

Year 2000 (Unaudited)

In order to address the Year 2000 issue, the Foundation is currently in the process of developing a financial accounting system which will be Year 2000 compliant. Foundation system ’s personnel have also contacted 3rd party vendors and have been assured that the vendor systems will be Year 2000 compliant. The Foundation also intends to rely on the various trustee banks to ensure Year 2000 compliance o f the banks’ systems. Although the Foundation does not anticipate any operational or financial challenges relating to the Year 2000, there can be no assurance that they will meet these objectives.

11


Report of Independent Auditors on Other Financial Information

The Cleveland Foundation Distribution Committee and Trustee Banks of The Cleveland Foundation

Our audits were conducted for the purpose o f forming an opinion on the financial statements taken as a whole. The accompanying additional information including the supplemental statements o f financial position and supplemental statements o f activities is presented for purposes o f additional analysis and is not a required part o f the financial statements o f The Cleveland Foundation. Such additional information has been subjected to the auditing procedures applied in our audits of the basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole, except that the classification o f net assets (as discussed in the note to the Supplemental Financial Information) in the supplemental statements of financial position and supplemental statements o f activities have been presented assuming all net assets are unrestricted which differs substantially from the classification o f net assets used in the basic financial statements.

April 17, 1998

12


The Cleveland Foundation

Supplemental Statements of Financial Position

December 31 1997 Assets Cash and cash equivalents Short-term investments Securities: U.S. Government obligations Bonds Common and preferred stocks Common trust funds Common investment funds Mutual funds

$

687,976 56,710.832 21,415,055 14,370,441 69.447,497 5.940,297 826.641,063 9.601,263 947,415,616 12,643.319 3,547,122

$1,269,648,396

$1,021,004,865

$

$

666,630 22,698,310 13,517,541

430,612 2,619,096 12.326,155

1,230303,832

1,003,438,868

1,414,564 1,083,519 2,498,083 1,232,801,915

1,301,705 888,429 2,190,134 1,005,629,002

$1,269,684396

$1,021,004,865

See accompanying notes to supplemental financial information.

13

$

25,003,684 17345,069 109,239,734 13,137,710 1,001,808,593 16,727,883 1,183,262,673 12,929,129 3,203,474

Other investments Property and other assets

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

1310,266 68,978,854

1996


The Cleveland Foundation

Supplemental Statements of Activities

Year Ended December 31 1997 1996 Revenue, gains, and other support Received from donors Dividend income Interest income Common trust fund income Common investment fund income Partial benefit fund income Distribution o f estate income Other income Net unrealized and realized investment gains Total revenues, gains and other support

$

Expenses Trustee and investment management fees Other expenses Grants expensed Administrative expenses: Grantmaking Philanthropic services Special projects Development Fund management Total administrative expenses Total expenses Increase in net assets Net assets at beginning o f year Net assets at end of year

40,179,488 1,253,643 4,682,669 176,718 25,500,671 7,398,787 7,874 380,490

9.263.867 1.247.068 5,181.993 28.826 22.457.596 7,351.899 754 240,805

189,751,411 269331,751

109,520,493 155.293,301

4,592,084 199,615 32,341,580

3,728.992 32.682 30.306.627

1,889,690 422,299 588,449 1,471,846 653,275 5,025,559 42,158,838 227,172,913 1,005,629,002

1,886.684 418,994 442,481 1,280,877 440,876 4,469,912 38,538,213 116,755,088 888.873,914

$ 1,232,801,915

$1,005,629,002

See accompanying notes to supplemental financial information.

14

$


The Cleveland Foundation

Note to Supplemental Financial Information December 31, 1997

The Council on Foundations (the “ Council” ) is a membership association o f grant making foundations and corporations whose mission is to provide responsible and effective philanthropy. In 1997, the Council issued a report that interprets the provisions o f Financial Accounting Standards Board Statement No. 116 and 117, Accounting fo r Contributions Received and Contributions Made (FAS 116) and Financial Statements o f Not-for-Profit Organizations (FAS 117), respectively, (the Council’s Report) as it relates to community foundations. The Council’s Report encourages community foundations to record all net assets as unrestricted. The Supplemental Statements o f Financial Position and Activities presents net assets as if they were all unrestricted compared to the presentation method in the basic financial statements which classify net assets as permanently restricted, temporarily restricted and unrestricted.

15


The Board of Trustees and Distribution Committee

Civic Affairs and Econom ic Development

Com m unications

Editor

Lynne E. W oodm an

Lynne E. Woodman

Jay Talbot

DIRECTOR OF COMMUNICATIONS

Charles A. Ratner

SENIOR PROGRAM OFFICER, CIVIC AFFAIRS

CHAIRPERSON

MANAGER OF SPECIAL PROJECTS

Mary Frances Knuth

Catharine M onroe Lewis

Stephen Rowan

VICE CHAIRPERSON

PROGRAM OFFICER, ECONOMIC DEVELOPMENT

James E. Bennett III Doris A. Evans, M.D. Benson P. Lee Alex Machaskee Rev. Otis Moss Jr. James V. Patton John Sherwin Jr. Jerry Sue Thornton Jacqueline F. Woods

ASSISTANT DIRECTOR OF DEVELOPMENT

Pamela L. George PROGRAM ASSOCIATE, CIVIC AFFAIRS, ECONOMIC DEVELOPMENT AND EXECUTIVE OFFICE

Arline Nosse Vance Sullivan

David L. Stith BANK ONE, CLEVELAND, NA

Sid A. Bostic

Kathleen A. Cerveny Gita C. Gulati PROGRAM ASSOCIATE, CULTURAL AFFAIRS

Editorial Assistants

Development

Marcia L. Bryant Jean A. Lang Kathy S. Parker Celene E. Petkash

Marjorie M. Carlson DIRECTOR OF DEVELOPMENT

Nancy M cCann

H2 N Design

Linda M. Estacion Carolyn G. McKendry Celene E. Petkash

D on Snyder

Principal Photography

Finance and Information System s J.T. Mullen

Joan M. Cerne

CHIEF FINANCIAL OFFICER/TREASURER

PROGRAM ASSISTANT

D eanne M. Machen

Education

NATIONAL CITY BANK

Cover Photography

DEVELOPMENT ASSISTANTS

FINANCE ASSISTANT

Gary R. Allen

Design

PLANNED GIVING OFFICER

AND EDUCATION

HUNTINGTON NATIONAL BANK

W illiam E. M acDonald III

Mary Frances Knuth

COMMUNICATIONS ASSISTANT

SENIOR PROGRAM OFFICER

FIRSTMERIT BANK, NA

Barrie G. Christm an

Marcia L. Bryant

PROGRAM ASSISTANTS

Cultural Affairs Trustees Committee

COMMUNICATIONS ASSOCIATE

M an agin g Editor

Janice M. Cutright

Marius Chira A1 Fuchs Dale Omori Don Snyder

Additional Photography The O hio State University Research Foundation

W illiam S. McKersie

MANAGER OF INFORMATION SYSTEM S

SENIOR PROGRAM OFFICER

Marvelous Ray Baker

David L. Mueckenheim Bryan W. Stauffer

Cleveland Center for Contemporary Art

SCHOLARSHIP ADMINISTRATOR/

PROGRAMMERS/ANALYSTS

Cuyahoga Community College Foundation

KEYBANK, NA

Cuyahoga Valley Association

Executive Office

PROGRAM ASSISTANT

Steven A. Minter

Shirley M. Ulstad

Jean A. Lang Kathy Parker

EXECUTIVE DIRECTOR/PRESIDENT

PROGRAM ASSISTANT

ACCOUNTING MANAGERS

Baldwin-Wallace College

Heidi Daniels Florence Ghosn Karen Louie Tim othy M. Simmerly

United Cerebral Palsy Association o f Greater Cleveland, Inc.

ACCOUNTANTS

Professional Flair Inc.

Susan L. Eagan ASSOCIATE DIRECTOR/VICE PRESIDENT

Health

Leslie A. Dunford

Robert E. Eckardt

SPECIAL ASSISTANT/CORPORATE SECRETARY

SENIOR PROGRAM OFFICER AND

Diana L. Davis C onnie K. McHenry

MANAGER OF GRANT EVALUATION

EXECUTIVE ASSISTANTS

Lynn M. Sargi MANAGER OF HUMAN RESOURCES

Suzanne Bloomfield

Beth Volz PROGRAM ASSOCIATE, HEALTH

ADMINISTRATIVE OFFICER PROGRAM OFFICER, PHILANTHROPIC SECTOR

Janet M. Carpenter

Edna M. Deal ACCOUNT CLERK

Joyce E. Schneider

Findlay and

PROGRAM ASSISTANT

H ancock County

S o cia l Services

Roberta W. Allport

Cleveland Hearing and Speech Center Michael Supanick

AND PHILANTHROPIC SERVICES

HUMAN RESOURCES ASSISTANT

Administrative

Com mittee for Public Art

Barbara M. Deerhake DIRECTOR, FINDLAY-HANCOCK COUNTY

Goldie K. Alvis

COMMUNITY FOUNDATION AND PROGRAM

SENIOR PROGRAM OFFICER

OFFICER, L. DALE DORNEY FUND

Marci Bernstein Lu

Constance P. Conwell

PROGRAM ASSOCIATE, SOCIAL SERVICES

PROGRAM ASSISTANT

AND EXECUTIVE OFFICE

Linda Harris Stewart

For a copy of our 1997 permanent funds list, grants list or audited

General Counsel

financial statements,

Dwayne Freed

Malvin E. Bank

please call our com m u足

OFFICE SERVICES CLERK

THOMPSON, HINE & FLORY LLP

OFFICE SERVICES ADMINISTRATOR

PROGRAM ASSISTANT

Pierretta H. Wingfield RECORDS MANAGEMENT ADMINISTRATOR

Patty Berke-Takacs Tiffanie C. Colston

Philanthropic Services Michael J. Hoffmann SENIOR PROGRAM OFFICER PRINCIPAL STAFF, THE LAKE-GEAUGA FUND AND SUPPORTING ORGANIZATIONS

RECORDS TECHNICIANS/PROGRAM ASSISTANTS

Martha A. Burchaski RECEPTIONIST

Alicia M. Ciliberto PROGRAM ASSISTANT, PHILANTHROPIC SERVICES AND CULTURAL AFFAIRS

Marla L. H am m el PROGRAM ASSISTANT

nications department at 216.861.3810, ext. 267.

The staff list reflects the organization o f the Foundation as o f May 4, 1998


<f


Cleveland Foundation – 1997 Annual Report