A system

engaged together

so that the motion

of one is passed on to the other

ContentsLetter From the Chairperson and Executive Director/ President

Board of Trustees and Distribution Committee

Executive Officers and Senior Program Staff

A Review of 1996

A Growing Community Endowment

1996 Financial Highlights

1996 Financial Report

Applying for a Grant

1996 Grants

2469

2450526162

$1,021,004,865 Assets at December 31, 1996

$ 9,579,140 New Assets Received 1996

$ 35,718,936 Grants & Program-Related Investments Authorized

mission is to enhance the

quality of life for all citizens

of Greater Cleveland, now

and for generations to come,

by building community

endowment, addressing needs

through grantmaking, and

providing leadership on key

community issues.

1

From the Chairperson and

In carrying out the three elements of our mission - endowment-building, grantmaking and leadership - The

Cleveland Foundation enters into a variety of partnerships with donors, grantees and civic bodies. Throughout this report you will find a panoply of collaborations aimed at strengthening Greater Cleveland as a good place to live and work. We are pleased to have played a part in these endeavors.

The year 1996 was distinguished by several important developments, each growing out of partnerships. The Cleveland Foundation reached a major milestone: A ssets grew to more than $1 billion. The generosity of Clevelanders for more than 80 years, coupled with strong performance by our trustee banks and other investment managers, has built the nation’s second-

largest community foundation, an extraordinary accomplishment

for a city of our size.In October, the

Foundation’s Civic Study Com m ission on the Performing A rts released its final report, the first

Steven A. Minter,

Executive Director/President

Charles A. Ratner,

Chairperson

Executive Director/Presidentcomprehensive study of the arts in Cleveland since the 1970s. The report calls for a master cultural plan, new collaborations among the arts and area schools, and proposes new mechanisms for arts funding.

Cleveland enjoys an exceptional array of arts organizations, many of which have earned regional and nation­al reputations. The challenge today is to sustain our cultural legacy, make the arts more relevant in daily life and incorpo­rate them into public school education. We have joined with The George Gund Foundation and The Cleveland Cultural Coalition to launch a cultural planning process that we expect will help to build a stronger and more resilient arts community. We thank the Civic Study Commission members - particularly John Ong, chairman and CEO of BFGoodrich and Commission chair, and Project Director Richard Gridley - for their thorough and incisive work.

Many years may elapse before dollars invested in long-term strategies deliver a return. For more than a decade, the Foundation has worked to increase Cleveland’s competitiveness for national research support. As part of this strategy, we made a series of grants to strengthen the basic sciences at C ase Western Reserve U niversity ’s School of Medicine. In early 1997, the medical school announced it had entered the nation’s “top ten” in attracting research funding from the National Institutes- of Health.

Remaining competitive in today’s marketplace is critical to the region’s economic health, but employer and workforce needs are not always well aligned. We joined with the Greater

Cleveland Growth Association, George Gund Foundation and Cleveland Tomorrow to support the Growth Association’s Jobs and W orkforce Initiative, which mobilized public and private leadership to study laborforce issues. The Initiative’s report, released at the end of 1996, calls for new approaches to strengthen the region’s workforce and link employers who have job vacancies with area job seekers.

Raising the overall education level of the workforce is critical to a successful economy. We worked with the Cleveland Scholarship Programs to design an initiative to help needy Cleveland Public School graduates advance to higher education, make students more aware of opportunities at area community colleges, assist nontraditional older students seeking training in technical fields and help scholarship students stay in college.

Because success in higher education requires good preparation, the Foundation has joined with a number of civic partners in a long-term effort to strengthen the Cleveland Public Schools. During 1996, several important steps were taken:• Clevelanders passed a 13.5 mill school levy, only the second successful operating levy in the past 25 years.• Eight fast-track schools began modeling the “system of schools” concept; the next wave of schools will implement reform in the fall of 1997.• A t the request of the mayor and superintendent of schools, executives of the Cleveland and Gund foundations chaired a committee that recommended a new school governance model to the city and the state legislature.

Cleveland and the nation today are viewing early childhood in new ways that recognize how critical this period is in human development. Foundation Board and staff have spent many hours educating themselves on early child­hood’s complex issues and we anticipate new Foundation activities in this area in the year ahead.

When the Foundation established its Lake-Geauga Fund a decade ago, Jack Sherwin agreed to chair the new fund’s board and provided key leadership in bringing residents of the two counties together to support the fund. After nine years of service, he has stepped aside as chair. We welcome Molly Offutt as the Lake-Geauga Fund’s new chair and thank Jack Sherwin for his excep­tional service.

We are pleased to report that the Foundation bolstered its stewardship by adding its first external advisors to two Board subcommittees. Joseph Kampman of Ziegler, Metzger & Miller and James Lubetkin, vice president of corporate communications at University Hospitals, joined the Development and Com ­munications subcommittee; Robert Hamje, president of TRW Investments and William Landreth, a limited partner in Goldman, Sachs & Co., advise the Investment and Development subcom­mittee. Each brings new perspectives to our deliberations.

In closing, we thank the Foundation’s 11-member volunteer Board for its dedication and leadership, and acknowledge the nationally recog­nized staff who support its work. The following pages testify to their efforts.

The Board of Trustees and Distribution

Committee governs The Cleveland Foundation. It establishes policy, sets priorities and makes final decisions to authorize grants. All members are volunteers w ho serve w ithout pay for five-year terms; no member may serve for more than ten years.

The appointment process ensures that the Board will have a broad range of views and knowledge of the community.

The Trustees Committee, which consists of the chief executive officers of the Foundation's trustee banks, appoints five members.

Five additional members are appointed by public officials: one each by the chief judge of the United States District Court, Northern District of Ohio, Eastern Division; the presiding judge of the Probate Court of Cuyahoga County; the chief justice of the Court of Appeals for the Eighth Judicial District of Ohio; the mayor of Cleveland; and the presi­dent of the Federation for Community Planning.

These five "public" appointees meet as a committee to choose the Board's eleventh member, an individual with a back­ground in private philanthropy.

Board of Trustees and Distribution

Jerry V. Jarrett James E. Bennett IIICharles A. Ratner

Charles A. RatnerChairpersonAppointed 1992 by the Committee of Five Distribution Committee Members; reappointed 1997 Chuck Ratner is president and chief executive officer o f Forest City Enterprises. He is a trustee o f the Mandel Associated Foundations, David and Inez Myers Foundation, Forest City Charitable Foundation and the Mt. Sinai H ealth Care Foundation. Currently, he is on the boards of The M usical Arts Association, Greater Cleveland Growth Association, Cleveland Tomorrow, Jewish Community Federation and the Council for Initiatives in Jewish Education, and is president of the Jewish Education Center of Cleveland. He has also served as a trustee of United Way Services, Mt. Sinai Medical Center and Hawken School.

Jerry V. JarrettVice ChairpersonAppointed 1988 by the President of the Federation for Community Planning; reappointed 1993Jerry Jarrett is retired chairman and chief executive officer of Ameritrust Company and its holding company, Ameritrust Corporation. He is a director of Forest City Enterprises and a trustee of Baldwin-Wallace College, The Musical Arts Association, The Cleveland Clinic Foundation, The Holden Arboretum and the Center for Families and Children. He chaired the 1986 United Way campaign, which raised more than $47 million, and has served as chairperson of United Way Services, United Way Assembly and The Salvation Army. He serves on the N ational Advisory Board of The Salvation Army.

James E. Bennett IIIAppointed 1994 by the Trustees Committee In his 29-year tenure at McKinsey & Company, Jim Bennett has served as managing director for Canada, managing director o f the Cleveland/ Pittsburgh Office Complex, member of the worldwide Executive Committee and member of the world­wide Shareholders Committee. He currently is a director in McKinsey’s Cleveland office. He is a trustee of the Cleveland Ballet, Hathaway Brown School and United Way Services. He serves on the Visiting Committee of Case Western Reserve University’s Weatherhead School of Management and on the Trustee Council of Phillips Exeter Academy. He holds a juris doc­tor degree from Harvard University Law School.

Doris A. Evans, M.D.Appointed 1992 by the Trustees Committee; reappointed 1996 Dr. Doris Evans, a pediatrician whose private practice emphasizes preventive health, is clinical profes­sor of Pediatrics at Case Western Reserve University. The former executive director of the Glenville Health Association, she is a past director of Ameritrust Corporation, Ameritrust Com pany National Association and Ameritrust Development Bank. She is a director of KeyBank and a trustee of Cuyahoga Community College Foundation. A member o f the Am erican Academy of Pediatrics, Northern Ohio Pediatric Society and Cleveland Medical Association, she is also a lifetime member of the N A A C P and an active member of Fairmount Presbyterian Church. Dr. Evans holds an undergraduate degree from the University of Chicago and a doctorate in medicine from Case Western Reserve University.

Adrienne Lash JonesAppointed 1988 by the Chief Judge, U .S . District Court, Northern District of Ohio; reappointed 1989; reappointed 1994Dr. Adrienne Jones is an associate professor in the Department of African-Am erican Studies at Oberlin College and holds a Ph.D. in Am erican Studies from Case Western Reserve University. She serves on the board of The Cleveland Museum of Art, was vice president o f the Young Women’s Christian Association national board o f directors (1976-82) and currently serves on that board. She is a mem­ber o f the Visiting Com m ittee for Student Affairs at C ase Western Reserve University and the Alumni Advisory Com m ittee of the W omen’s Community Foundation, and a former board member of the Federation for Community Planning.

Catharine Monroe LewisAppointed 1994 by the Trustees Committee; reappointed 1997 Cathy Lewis is vice president and co-owner o f Resource Careers, an international company specializing in spouse employment services for dual-career families. She is a director and past president of Rainbow Babies and Childrens Hospital and a trustee of Baldwin-Wallace College, University Mednet, University Hospitals Health System and the

Alex Machaskee

Committee

John Sherwin Jr.Appointed 1996 by the Trustees Committee Jack Sherwin is president o f Mid- Continent Ventures, Inc. He serves on the boards of Brush Wellman Inc., Ben Venue Laboratories, Inc. and Encelle, Inc. He is vice chair- man of The Cleveland Clinic Foundation and is a trustee of The Holden Arboretum, John Carroll University, EconomicsAmerica, the Great Lakes Science Center and Westminster School. He has a long involvement with The Cleveland Foundation serving as president of The Sherwick Fund, the nation’s first supporting organization, created by his father in 1969. He also serves on the Foundation’s Lake-Geauga Committee which The Sherwick Fund helped create.

Jerry Sue ThorntonAppointed 1995 by the Mayor,City of ClevelandDr. Jerry Sue Thornton has served as president of Cuyahoga Community College since 1992. Prior to that appointment, she was president of Lakewood Community College in White Bear Lake, Minnesota. She chairs the Cleveland Area Development Corporation of the Greater Cleveland Growth Association, co-chairs the Empowerment Zone Citizens’ Advisory Committee, serves as vice­chairperson of the St. Vincent Quadrangle, Inc. and is a trustee of numerous other community organi­zations including United Way Services, the Cleveland Community-Building Initiative and the Greater Cleveland Roundtable. She is also a trustee of Applied Industrial Technologies and National City Bank.

Doris A. Evans, M.D. Adrienne Lash Jones Catharine Monroe Lewis

James V. Patton Alfred M. Rankin Jr. John Sherwin Jr. Jerry Sue Thornton

Center for International Health. She served on the Citizens’ Committee on A ID S/H IV which devised C leveland’s strategy for A ID S pre­vention, education and service delivery and is chair of its successor organization, the A ID S Funding Collaborative. She is a graduate of Leadership Cleveland and recipient of the YW CA’s 1992 Career Women of Achievement Award.

A lex M achaskeeAppointed 1996 by the Chief Justice, Court of Appeals, Eighth Judicial District of OhioA lex Machaskee is publisher, presi­dent and chief executive officer of The Plain Dealer. He serves as chair­man of the Greater Cleveland Roundtable and vice president of The M usical Arts Association. He is on the boards o f The Ohio Arts Council, Convention and Visitors Bureau of Greater Cleveland, The C ity Club Forum Foundation, University Hospitals Health System, University Circle Incorporated, Greater Cleveland Growth Association, Cleveland Tomorrow, The N ational Conference, the Great Lakes Science Center, Cleveland State University Foundation, Inc., U nited Way Services, Cleveland Initiative for Education and the Rock and Roll Hall of Fame and Museum, among others.

James V. PattonAppointed 1991 by the Presiding Judge, Probate Court of Cuyahoga County; reappointed 1995Jim Patton is a retired vice presi­dent of Blue Cross and Blue Shield of Ohio, and now serves as a con­sultant in government relations, health policies and business affairs. He has served on the executive committee o f the National Foundation of the March of Dimes, Cuyahoga County Division; the C leveland Academy of M edicine’s C ost Containm ent Com m ittee on H ealth Education; as vice chairman of New Business Development for U nited Way Services; and chair­man o f the City of W estlake’s Assessm ent Equalization Board.He is a member of the Greater C leveland Growth Association.He has also served on the board of directors o f the Cleveland Advertising Club, the advisory board o f Catholic Social Services o f Cuyahoga County and as trustee o f the Am erican Cancer Society, Cuyahoga County Division.

Alfred M. Rankin Jr.Appointed 1988 by the Trustees Committee; reappointed 1990; reappointed 1995A l Rankin is chairman, president and chief executive officer of N A C C O Industries, Inc., and a director of The BFGoodrich Company, the Standard Products Company, and The Vanguard Group. He serves on the boards of trustees of University Hospitals Health System, The Musical Arts Association, University Circle Incorporated, the John Huntington Art Trust, Cleveland Tomorrow, The Cleveland Museum of Art and Greater Cleveland Growth Association. He served as the Foundation’s Board chairperson from 1992 to 1996. A Cleveland native, he holds a bachelor of arts degree in economics and a juris doc­tor degree, both from Yale University.

Adrienne Lash Jones

5

Roberta W. Allport

Executive OfficersSteven A. MinterExecutive Director/President Steve Minter, who became the Foundation’s seventh chief executive officer in 1984, served as director of the Cuyahoga County Welfare Department, Massachusetts Commissioner of Public Welfare and the first Under Secretary of the United States Department of Education. He currently is a member of the Governor’s Education Management Council and a trustee of the Cleveland Initiative for Education, Leadership Cleveland, The Foundation Center and The College of Wooster, as well as a director of several corpora­tions. A native of Northeast Ohio, he is a graduate of Baldwin-Wallace College and holds a master’s degree in social administration from Case Western Reserve University.

Susan Lajoie EaganAssociate DirectorfVice President A s associate director, Susan Lajoie Eagan oversees all grant- making and other programmatic activities of the Foundation.Since joining the staff in 1978, she has served in a variety of roles, including program officer for education and economic development. She currently serves on the Research Comm ittees for both Independent Sector and the Council on Foundations, and is a member of the boards o f Women & Philanthropy, Donors Forum of Ohio and the Forum of Regional Associations of Grantmakers. She holds a Ph.D. in public policy from the John F. Kennedy School of Governm ent at Harvard University and has taught at the University of Massachusetts.

J.T. MullenChief Financial Officer/Treasurer J.T. Mullen joined the Foundation staff in 1987. He is responsible for the Foundation’s investment, financial reporting and information systems. A former manager with Arthur Young & Company, he has also worked for the Board of Cuyahoga County Commissioners. Currently, he serves on the board of the Catholic Charities Foundation. He holds a bachelor’s degree in business administration from Cleveland State University.

Roberta W. AllportAdministrative Officer/Corporate Secretary In addition to serving as adminis­trative officer and corporate secretary, Roberta A llport is the Foundation’s program officer for special philanthropic services.She is project director for the Teaching Leadership Consortium- Ohio, and an advisory board member of the Volunteer Trustee Institute. Before joining the Foundation in 1987, she was a research analyst with the N ational Security Agency in Fort Meade, Maryland. She holds a bachelor’s degree in literature and political science from Gettysburg College and a master’s degree in urban studies from Cleveland State University.

Goldie K. AlvisSteven A. Minter

Susan Lajoie Eagan

J.T. Mullen

6

Marjorie M. Carlson Kathleen A. Cerveny Barbara Deerhake Robert E. Eckardt

Carol Kleiner Willen Lynne E. WoodmanMichael J. Hoffmann Stephen Rowan Jay Talbot

Senior Program StaffGoldie K. AlvisSenior Program Officer,Social ServicesPrior to joining the Foundation in 1985, Goldie Alvis was coordinator of community affairs with the Cuyahoga County Department of Human Services. In addition to managing the Foundation’s grant- making in social services, she is co-chairperson of Grantmakers Forum’s A d Hoc Funders Committee on Hunger and Homelessness and is a member of the Governor’s Advisory Council for Ohio Families and Children First. She is a member of the pro­gram committees for Donors Forum of Ohio and Grantmakers Forum. She holds a doctorate in jurispru­dence from Cleveland-Marshall Law School and a master of science degree in social administration from the Mandel School of Applied Social Sciences at Case Western Reserve University.

Marjorie M. CarlsonDirector of Development Marge Carlson is the primary liaison to current and prospective donors to the Foundation. Prior to joining the staff in 1986, she served in several volunteer leadership posts, including the presidency of The Junior League of Cleveland, Inc. She is a direc­tor of Metropolitan Savings Bank, and trustee of The Musical Arts Association, Playhouse Square Foundation and The College of Wooster. She also serves on the board of directors of the National Committee on Planned Giving. She holds a master’s degree in speech pathology from Case Western Reserve University.

Kathleen A. CervenyProgram Officer, Cultural Affairs Kathleen Cerveny joined the Foundation in 1991 after a varied career as a working artist, educa­tor, development officer, and, most recently, award-winning producer of arts programming for public radio station W CPN.A graduate of the Cleveland Institute of Art, she is a past president of the board of trustees of Ohio Designer Craftsmen.She is a trustee of Grantmakers in the Arts, a national service organization, where she chairs the Communications Committee. She has taught fine arts and humanities at the high school and university levels.

Barbara DeerhakeDirector, Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Domey Fund A s the Foundation’s representa­tive in Findlay and Hancock County, Barbara Deerhake is director of the newly established Findlay-Hancock County Community Foundation and has primary responsibility for grant- making from the L. Dale Domey Fund. She came to the Foundation in 1987, having served in leadership positions with numerous volunteer organi­zations in the Findlay area. She is a past president of the United Way of Hancock County, which named her 1995 Volunteer of the Year, and the Findlay Service League, which named her its 1984 Outstanding Volunteer. She holds a master’s degree in home eco­nomics education from The Ohio State University.

continued on page 8

7

Program Staff continued

Robert E. EckardtSenior Program Officer, Health and Manager of Grant Evaluation Bob Eckardt manages the Foundation’s grantmaking in health, aging and environmental affairs. In addition, he oversees the Foundation’s grant monitoring and evaluation sys- tem. Before joining the Foundation staff in 1982, he was a planning asso- ciate at the Federation for Community Planning and a consul­tant to The Benjamin Rose Institute. He serves on the boards of Funders Concerned About AID S,Grantmakers Evaluation Network and Grantmakers in Aging. He is active as a consultant to other foun­dations and has leadership roles in several national professional organiza­tions. H e holds a certificate in gerontology and a doctorate in public health with a specialty in health poli­cy from the University of Michigan.

Michael J. Hoffm annSenior Program Officer, philanthropic Services Mike Hoffmann serves as principal staff to the Foundation’s Lake- Geauga Fund, to six of its eight supporting organizations, and to several donor-advisor funds. Prior to joining the Foundation staff as administrative officer in 1981, he was treasurer o f the Cleveland Public Schools. He has helped plan and develop operations of the Puerto Rico Community Foundation since 1985, and serves as a consultant to other foundations. A lifelong Cleveland resident with a master o f business administration from C ase Western Reserve University, he currently serves as president o f the Friends of the Cleveland Public Library.

Stephen RowanAssistant Director of Development Stephen Rowan joined the staff in 1996 as the first assistant director of development. He was formerly a partner of U lm er & Berne, Attorneys at Law and chief deputy administrator o f the Cuyahoga County Board of Commissioners.He also has served as the Western Reserve Area Agency on Aging’s assistant director of operations and an equal opportunity specialist with the United States Department of Housing and Urban Development. He is an associate minister of Bethany Baptist Church, and a

trustee of the Cleveland-Cuyahoga County Port Authority, Meridia Huron/Hillcrest Hospital and the Cleveland-M arshall College of Law. He is a graduate of Knox College, Northern Illinois University, Cleveland-M arshall College o f Law and Trinity Theological Seminary.

Jay TalbotSenior Program Officer, Civic Affairs and Economic Development and Manager of Special Projects Before joining the Foundation staff in 1984, Jay Talbot was the founding executive director of the Cincinnati Institute of Justice and president of the Southwestern Ohio Council on Alcoholism. In addition to managing the Foundation’s program activities in civic affairs and economic devel­opment and overseeing grantmaking in Findlay and Hancock County, he manages special interdisciplinary projects. He is a board member of the Village Capital Corporation and is active in the Greater Cleveland Growth Association’s Jobs and Workforce Initiative. He holds a master of business administration from Xavier University.

Carol Kleiner WillenSenior Program Officer, Education Carol Willen manages the Foundation’s grantmaking in both precollegiate and higher education, including two special purpose funds in higher education: the Fenn Educational Fund, which supports cooperative education in Greater Cleveland, and the L. Dale Domey Fund for the benefit of colleges and universities statewide. Carol has served as a consultant to the Ohio Board of Regents and is currently a member of the Donors Forum of Ohio Program Comm ittee and a panelist for the N ational Center for Postsecondary Improvement. She holds a Ph.D. in Romance languages and literatures from Harvard University and is a past president of the Cleveland Association of Phi Beta Kappa.

Lynne E. W oodm anDirector of Communications Lynne W oodman joined the Foundation staff in 1993. She most recently served in corporate communications at Am eritech. She also is a former supervisor o f commu­nications at Th e Cleveland Museum of Natural History and member of the piano faculty at The Cleveland Institute of Music. She is a past board member of the Broadway School of Music & the Arts, the Press Club of Cleveland, the Cleveland Advertising Club and the Public Relations Society of Am erica, Greater Cleveland chapter. A graduate of O hio Wesleyan University with a bachelor o f music in piano, she also holds a master of business administration from the W eatherhead School of Management of Case Western Reserve University.

Addressing Needs

Through

The Cleveland Foundation’s mission calls for enhancing the quality of life in our commu­nity by building endowment, making grants

and providing leadership. In 1996 the Foundation made grants and program-related investments total­ing $35,718,936 to organizations working in six program areas: civic affairs, cultural affairs, economic development, education, health and social services. We also made grants to support the cause of philan­thropy and to benefit two geographic areas.

While we choose to classify our grants in this way, the Foundation is constantly reminded of how complex many community problems are. For instance, the ability of our school systems to educate Greater Clevelanders affects the number of skilled workers available, the competitiveness of area man­ufacturers, and ultimately our region’s economy. The effectiveness of education also influences the num­ber of homeless, indigent and working poor needing supportive services. The broad impact of the arts is

another example: the arts present entertainment choices but also are critical factors in edu­

cation, the economy and quality of life. Several themes were present across

programs areas in 1996. As in the past, partnership and collaboration among agencies remains a trend. In

the employment arena, organizations are working to form “one-stop” job cen­

ters providing an array of services under one roof. Managed care is the impetus for collaboration among area health and social service agencies. As they struggle to obtain managed care contracts, many organizations are joining together to be more efficient and to provide a continuum of services.Arts organizations also are forming partnerships and networks to ensure their future viability.

Many agencies are now being judged on their ability to change behaviors, not just serve clients. The need for increased accountability affects the Foundation as well, and we have stepped up our own grant evaluation process to ensure grant dollars are being used effectively. Over the next few years, we will devote more staff and Board time to looking at grant outcomes, including a new approach reviewing clusters of related grants.

9

Building Jobs and Businesses

Because a healthy community has many dimensions, the Foundation pursues a number

of directions in civic affairs and eco­nomic development. Most recently, we have placed special emphasis on issues of improving linkages between employers and job-seekers, stimulat­ing job creation and developing new companies located in central city neighborhoods.

In early 1996 the Greater Cleveland Growth Association launched its Jobs and Workforce Initiative. Charged with crafting a strategy to improve the region’s work­force, the Initiative approached the issue from the employer perspective: how to shape job training programs that fit employer needs and how to provide better access for neighbor­hood residents to job openings. The Foundation took a leadership role in supporting the Initiative with grant dollars and significant staff time.

We also supported evaluations of o current programs: the Cleveland

Industrial Retention Initiative, designed to improve the competitive­ness of city-based companies, and a neighborhood-focused employment program. Both programs seek to engage the private sector in reshaping and improving their communities, growing the city’s job base and creat­ing a stronger economic climate. Evaluating and comparing the models will produce important information to help shape other initiatives that foster economic well-being.

Growth in the region’s economy depends on keeping Cleveland’s busi­nesses competitive. Cleveland Tomorrow’s Technology Leadership Council undertook a strategic effort to stimulate commercialization of local research products and help area businesses make better use of technol­ogy. Working collaboratively with Cleveland Tomorrow and the Akron Regional Development Board, the Greater Cleveland Growth Association launched studies of Northeast Ohio’s economy to define potential areas of future growth.

We continued to focus on the ways in which small businesses help to make healthy neighborhoods. The Cleveland Development Bancorporation provides eight targeted Cleveland neighbor­hoods with banking, real estate and entrepreneurial services. Our support for its subsidiary, ShoreBridge, helped to attract a $750,000 Community Development Institutions Fund award to Cleveland, one of the first seven grants made under a new federal program that provides venture capital funds to stimulate the development of business, especially minority owned.

Historically, neighborhood revitalization has concentrated on new housing starts, rehabilitating vacant or abandoned housing and improving commercial property.We supported two programs thatNorth Cuyahoga Valley

filled gaps in the traditional approach. One effort tested ways to finance repair and maintenance for deteriorat­ing owner-occupied housing as another approach to making neighborhoods more attractive. A second project assessed environmental conditions that serve as barriers to commercial and residential development. Both projects are expected to add new tools for sustaining Cleveland’s neigh­borhood renewal activities.

Coordinated effort remains a key to Cleveland’s ongoing revitalization. The Foundation took the lead in encouraging several independent planning efforts to work collabora- tively on downtown maintenance and growth. As a result, Cleveland Tomorrow formed an umbrella group to begin coordinating four key projects: the update of Civic Vision 2000, the City of Cleveland’s master develop­ment plan; a physical improvement plan for Euclid Avenue; a downtown public art and design plan; and creative conversions of downtown buildings into new residences.

Planners hope to restore Euclid Avenue's vitality.

11

Sustaining the CulturalLegacy

Some of the most difficult challenges facing the arts - endemic financial crisis, the

demise of public school arts education and growing competition for audi­ences - cannot be solved through grantmaking alone. The Foundation’s leadership role was particularly important in three broad areas: sustaining Cleveland’s established cultural organizations and disciplines, encouraging selected young organiza­tions, and supporting the creation of art and public access to it.

To help secure Cleveland’s SPACES remarkable arts legacy, we supported

research and planning efforts on behalf of the cultural community. With some Foundation technical

assistance, McKinsey & Company conducted a pro bono study exploring new collaborations among Playhouse Square, its resident institutions - Great Lakes Theater Festival, Cleveland Ballet and Cleveland Opera - and The Cleveland Play House. Some savings may result, but most importantly, collaborations can achieve efficiencies and generate exciting programs to attract new audiences.

The Foundation’s Civic Study Commission on the Performing Arts undertook the first comprehensive survey of Cleveland’s cultural com­munity since the 1970s. Its final report presented specific steps to strengthen the performing and other arts. Short-term rec­ommendations urge organizations to explore consolidation and collaboration, adopt “best prac­tices” to strengthen management and board leadership, and form arts-in-education partnerships with area schools. Long-term recom­mendations propose a regional cultural plan and increased public funding for the arts.

The Study Commission offered compelling evidence that the cultural community needs to build audiences for the years ahead. The Foundation took advantage of an opportunity to bring dollars to Cleveland for this effort by attracting a Lila Wallace- Reader’s Digest Fund planning grant for programs to stimulate more cultur­al participation.

We also supported an array of outreach programs by local arts organizations. A three-year grant of $2 million helped The Cleveland Orchestra begin strengthening and expanding its educational and com­munity services, including two free concerts each year. Cuyahoga Community College’s Tri-C JazzFest, a communitywide festival, offered educational activities and free public concerts throughout the city. A multi-year grant to The Western Reserve Historical Society, Cleveland’s oldest cultural institu­tion, helped it develop new exhibits that better reflect the diverse peoples in Northeast Ohio and their contri­butions to our history.

Studies show the arts stimulate intelligence and perception and can help students learn academic subjects better. Forty years ago, Cleveland’s public schools had some of the nation’s leading arts programs; today they have next to none.

To begin reversing this disheartening

trend, we supported the Initiative for Cultural Arts in Education (ICARE), a pro­gram developed

by The Cleveland Cultural Coalition.

ICARE matches cultural organizations

with individual public schools; working together, they develop pro­grams that use the arts to teach core academic subjects. One such pairing links Glenville High School, Cleveland State University and the Museum of Art in a three-year project using works of art to sharpen students’ reading and writing skills.

Above: Cleveland Public Library Eastman Reading Garden gates

Cleveland State University "Saturday in the Studio"

Cteve'.\and S ig ^ a 9 e

Theatre.

13

T he Foundation continued to 1 pursue its strategy for strengthening the Cleveland

Public Schools (C PS). Almost half of our 1996 precollegiate grant dollars went to district reform efforts. CPS made strides to restore financial sta­bility, redefine the role of the board and restructure as a decentralized “system of schools.” Eight prototype fast-track schools adopted school- based decisionmaking, plans called for 40 more in the fall of 1997, and Cleveland voters overwhelmingly approved the district’s first operating levy since 1983.

The Foundation supported the Cleveland Initiative for Education, an umbrella organization involved in school reform efforts including the restructuring, professional develop- ment and partnership activities. A substantial portion of the grant is ded­icated to The Cleveland Education Fund (CEF) which provides programs, resources and advocacy to enhance professional performance of CPS teachers. During the ten-year period from its inception to 1994, CEF worked with 845 teachers; it now assists more than 2,000 annually.

We also continued to support the Cleveland Summit on Education, which works to generate community interest in and support for school reform. The Summit has convened a 70-member Strategy Council to obtain community input, make recommendations and develop implementation plans around key reform efforts.

Because studies continually show a positive correlation between level of education and lifetime earnings,

East Cleveland Public Library

students, to attend college, graduate and achieve their career goals.

Many programs help high acade­mic achievers go to college, while others target the most disadvantaged and troubled youth. The Foundation continued to fund a program helping the “kids in the middle” - students from low-income families who, despite obstacles, have remained in high school but do not envision themselves going to college. Called Career Beginnings, the program pro­vides young people with a network of support and activities to help them pursue college, technical training or full-time employment.

The Ohio Board of Regents’ most recent master plan, Challenge

for Change, calls for extensive use of Internet-based technology in higher education. The Foundation has made a series of strategic grants to help area college and university faculties master this powerful educational tool. In 1996, Ursuline College and David N. Myers College joined Baldwin- Wallace College, Case Western Reserve University, John Carroll University and Cleveland State University in using electronic tech­nology to enhance the effectiveness of instruction, drive changes in teaching and learning, and improve student outcomes.

we funded programs that help Clevelanders gain access to education beyond high school. Higher levels of education are critical to the commu­nity’s vitality and the ability of individual citizens to lead healthy and productive lives.

A $937,312 grant established a partnership between Cleveland Scholarship Programs, Inc. and the Foundation to increase access to financial aid, counseling, academic advising and career planning services. This initiative should allow more Clevelanders, adult learners as well as the traditional 18- to 22-year-old

Cleveland Scholarship Programs, Inc.

15

Managing Health Care

Northeast Ohio suffer from serious medical conditions. Families of these children are subject to enormous emotional and financial stress.

A grant to Health Hill Hospital, the only pediatric rehabilitation cen ­ter in Ohio, will provide respite care for foster children with significant medical disabilities. The Partners for Health Project at The Guidance Centers, the state’s largest outpatient mental health center serving chil­dren, will provide counseling to chronically ill children and their families to help them comply with medical regimens. Both projects expect to reduce stress levels for families and children.

Our 1996 grantmaking for the elderly focused on agencies offering new approaches or improved services. Fairhill Center for Aging is creating a caregiver resource center on its campus, positioning itself to help agencies and consumers develop a more consistent approach to caring for impaired elders. MetroHealth Medical Center is teach­ing agencies working with the elderly about the multiple needs of the older tuberculosis patient. TB has recently reemerged as a major public health issue; in Cuyahoga County, 40 percent of all TB cases and 80 percent of all TB deaths occur among older persons.

Our long-term investment in making Cleveland a leader in bio­medical research and education reached a milestone when Case Western Reserve University’s School of Medicine became one of the nation’s top ten medical

Managed care is changing Ohio’s health care sys­tem and continues to

challenge area health care agen­cies and consumers. To help agencies work more effectively in the new environment, the Foundation supported several new collaborations.

In 1995, we had helped a number of mental health agencies struggling inde­pendently with managed care’s implications; they banded together and developed administra­tive efficiencies

necessary for attracting managed care contracts. In 1996, we supported the Cleveland Provider Network, a new association of the area’s nonprofit nursing homes. Through the association, institutions traditionally considered competitors are able to learn from one another and offer service to a broader geo­graphic area, another advantage in drawing managed care contracts.

We continued to address the needs of two groups: chronically ill children and their families, and the elderly. Thousands of children in

Detes Association of Greater Cleveland

schools for National Institutes of Health research funding. Our largest 1996 health grant, $973,131, went to the medical school and built on our past funding in its basic sciences, neu- rosciences and structural biology. The grant supports ten faculty positions in biomedical engineering and biochem' istry, positioning Northeast Ohio to undertake biomedical research and develop- ment at the highest levels of innovation and competition.

A Foundation grant helped find the cause of bleeding lungs in infants.

Ensuring a Safety Net

A period of sweeping change in social policy continues: wel­fare reform is making

fundamental changes in our country’s social safety net. The Personal Responsibility and Work Opportunity Reconciliation A ct of 1996, better known as the welfare reform act, replaces the federal Aid to Families With Dependent Children benefit program with state block grants and shifts authority from federal to state government.

A s O hio’s welfare reform plan goes into effect, we are helping agen­cies prepare for a new climate as they rethink their roles, the kinds of ser­vices they provide and how they are organized. The reforms emphasize moving people to gainful employ­ment, away from dependency. Our community must ensure critical ser­vices are accessible and affordable as welfare recipients attempt to meet the new work requirements.

Because the vast majority of wel­fare recipients are women and children, one of the services needed is day care. Starting Point, the refer­ral agency for child care, estimates

6°y Scouts of ■

that as welfare mothers go to work, the county will need 30,000 new day care slots in just the next few years. Our grant to Starting Point will help ensure focused attention on the com­munity’s ongoing day care challenges. A grant to Marotta Montessori Schools will address the urgent need for quality early childhood education and day care in central Cleveland, where 75 percent of residents live below the poverty line.

Reform in Cuyahoga County has manifested itself in policies requiring agencies to compete for managed care contracts and Medicaid funds. Some local agencies are testing new meth­

ods of service delivery; others are developing strategic alliances to create a continuum of care.

We continued to support the Center for Families and Children’s Project Safe Harbor in Glenville which offers “one-stop shopping” for services like child care, elder care,

18

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

The Cleveland Com munity-Building

Initiative west village's economic development plan

includes building fishing reefs off

Edgewater Park.

job readiness training, counseling and job placement. By streamlining operations and taking a comprehensive

approach to clients’ multiple needs, the Center seeks to be­come more effective and viable.

A partnership among the Cuyahoga County Mental Health Board, the Positive Education Program and

Starting Point will provide a full array of services for children and families with special needs. One of the first projects of its kind in the nation, this collaborative effort targets the early identification of emotional problems in children in day care settings.

Welfare reform and managed care also challenge human service agen­cies to retool the ways in which they measure outcomes. Agencies must shift to a system which determines success by changes in behavior rather than number of clients served. The Foundation supported several agen­cies taking the first steps toward doing business in this new way.

19

Broadening the Focus

Most of our grantmaking is organized by particular pro gram areas. However, we

also manage two funds dedicated to geographic areas: one to Lake and Geauga counties, the other to the city of Findlay and Hancock County.

The La k e -G e a u g a FundIn 1987, the Foundation established the Lake-Geauga Fund to help meet growing needs in the extended area of Greater Cleveland. A committee of local civic leaders oversees the Fund, reviews grant proposals and recommends funding to The Cleveland Foundation Board of

Trustees.

The Lake-Geauga Fund’s 1996 grantmaking emphasized the needs of children and youth. Grants addressed the growing demand for quality day care and supported programs for chil­dren with physical, emotional or cognitive disabilities. With Fund sup­port, Leadership Lake County launched a youth leadership program for high school juniors who will study the county’s history, economy and public institutions. Another Lake- Geauga grant helped initiate a countywide needs assessment conduct­ed by Geauga County United Way to determine social service priorities.

Therapeutic Riding Center, Inc.

The L. Dale D orney Fund and The F ind lay-H ancock C o u n ty Com m unity FoundationIn 1976, Findlay resident L. Dale Dorney left The Cleveland Foundation a $5 million bequest dedi­cated to two interests: strengthening higher education in Ohio and improv­ing the quality of life in Findlay and Hancock County. Domey’s hope that the Findlay portion of his gift might one day form the nucleus of a commu­nity foundation is now coming to pass.

Using the Dorney Fund’s assets and successful grantmaking history as a starting point, civic leaders began building a community foundation for Findlay and Hancock County. In 1996, the Findlay-Hancock County Community Foundation reached a number of significant milestones. Assets climbed to nearly $2 million, and the Foundation awarded its first grants.

Civic leadership of the Dorney Fund and the Foundation joined to form the Findlay-Hancock County Advisory Committee, a new govern­ing structure. The nine-member panel is the driving force in building the community foundation’s asset base; it also oversees Findlay-area grantmaking, reviews requests quarterly and makes funding recommendations to The Cleveland Foundation Board of Trustees.

To date, the two funding sources have awarded more than $4 million in Findlay and Hancock County. Major grants focused on early child­hood and development programs.

21

AdvancingPhilanthropy

As the nation’s second-largest community foundation, we support the cause of philan­

thropy at national, state and local levels. Our goal is a strong community foundation field and nonprofit sector.

Our staff participates in a variety of national and regional efforts in philanthropy, including boards and committees of the Council on Foundations, Independent Sector, The Foundation Center and Donors Forum of Ohio. A 1996 grant to Donors Forum supports its Promotion of Philanthropy Initiative, designed to strengthen and grow corporate

philanthropy, private foundations and community foundations.

We continued funding two local organizations that serve grant- makers and grantseekers throughout the region:• The Foundation Center’s Kent H. Sm ith Library provides extensive and free information on philanthropy to interested agencies and individuals.• Grantmakers Forum provides research, programs and other support to staff and trustees of Greater Cleveland foundations and corporate giving programs.

A s part of our special philan­thropic services, we oversee two award programs established by the late Edith Anisfield Wolf. The Anisfield-W olf Memorial Award for Outstanding Community Service, a $10,000 prize administered by the Federation for Community Planning, is given annually to a Cleveland-area nonprofit organization. The 1997 winner, the Eliza Bryant Center, has for 100 years provided skilled care for infirm and indigent residents.The Center also has established an outreach program to 5,000 underserved elderly persons in the surrounding neighborhood and is developing 60 senior housing units that will offer supportive services.

The Anisfield-Wolf Book AwardsFor 61 years, The Cleveland Foundation has administered The Anisfield-Wolf Book Awards, which annually recognize books that explore racial prejudice or celebrate human diversity.

The Awards were established by the late Edith Anisfield Wolf in honor of her father and husband. Mrs. Wolf was a Cleveland poet, civic leader and philanthropist who focused on issues of institutional racism two decades before Brown vs. Board o f Education. For many years, the Awards were among the few national prizes, if not the only one, to which writers of color might aspire.

The 1996 winners were Madison Smartt Bell’s All Souls’ Rising, a novel depicting the 1790s slave rebellion that ended white rule in Haiti, and Jonathan Kozol’s Amazing Grace, a nonfiction work describing the lives of children in the South Bronx, the nation’s poorest Congressional district. Dorothy West, the last surviving writer from the Harlem Renaissance, received a Lifetime Achievement Award.

The current Awards jury is chaired by Dr. Henry Louis Gates Jr., chair of Afro-American Studies at Harvard University, and includes Rita Dove, Commonwealth Professor of English at the University of Virginia; Stephen Jay Gould, professor of geology at Harvard; Joyce Carol Oates, professor of humanities at Princeton University; and Simon Schama, professor of humanities at Columbia University.

Past Anisfield-Wolf Book Awards winners include Robert Coles, Vine Deloria Jr., Langston Hughes, Zora Neale Hurston, Dr. Martin Luther King Jr., Maxine Hong Kingston,Toni Morrison and Alan Paton.

We are deeply grateful to the thousands of donors who have built The Cleveland Foundation since its inception in 1914- Their gifts, ranging from a few dollars to millions, work to improve the quality of life in Greater Cleveland today and for generations to come. Our development philosophy is simple:

We welcome gifts of any size from donors of diverse backgrounds and means.

We strive for the high­est standards of careful stewardship and integrity in respecting donors' intent.

We ensure that gifts given today will remain relevant in the future.

We encourage gifts permitting creative and flexible responses to community needs.

24

Nam ed FundsWith a gift of $10,000, you may estab­lish a permanent fund in your own name or that of a person or cause you value. You need not give the entire amount at once; if you prefer, you may give incrementally over the course of several years until the fund reaches the size you wish.

Community Endowment

How You Can Give To The Cleveland FoundationWe welcome and value gifts of any size. Many people give in honor of a special occasion: a wedding, birth or anniversary, or as a memorial instead of flowers. Others give simply to return something to their community.

Specia l C o n trib u tio n sYou may add a gift in any amount to any existing fund of The Cleveland Foundation. If you wish, you may indicate an area of interest toward which to direct your gift, or you may give an unrestricted gift to serve the broadest range of community needs.

If you are considering a larger gift, the Foundation offers you the widest array of giving options. You may give using cash, securities, life insurance, real estate or other personal property.

Charitab le G ift A n nuitiesYou enter into this simple legal agree- ment with The Cleveland Foundation through a gift of $10,000 or more. In return, you receive lifetime income. After death, any unused portion of your gift remains with the Foundation for unrestricted grantmaking.

Com m unity Pooled Incom e FundThis fund combines many different gifts for investment and administra­tive purposes. You may participate with a gift of $10,000 and receive pro­portionate amounts of fund income based on the number of shares you hold and fund performance. After your lifetime, your shares establish a permanent fund in your name.

Charitab le Life InsuranceA life insurance policy enables many donors to give more than otherwise possible. You simply secure a policy with a minimum face value of $25,000 and name the Foundation as owner and beneficiary. You may also use an exist­ing policy by transfening ownership and beneficiary status to the Foundation. Upon redeeming the policy, we estab­lish a permanent fund in your name.

D o nor-A dvisor FundsWith this type of named fund, you may make grant recommendations annually on up to 6 percent of the fund’s market value. You establish a donor-advisor fund with a gift of $50,000, and may add gifts of any size to increase the fund’s value and grant- making potential. The fund exists for your lifetime and that of your spouse, or 25 years, whichever is longer.When gifts to the fund total $250,000, your children may make grant recom­mendations for a specific period of time. When your family’s involvement ends, the fund continues in your name.

Charitab le Rem ainder TrustsThese trusts are arrangements among you, a trustee and the Foundation.You transfer property to the trust but retain the right to receive its income. After your lifetime, the Foundation uses the principal to establish a per­manent fund in your name, with income directed as you choose. You may establish a charitable remainder trust with assets of $100,000 or more.

Su p p o rtin g O rg a n iza tio n sYou, your family or a private foundation may create a supporting organization of the Foundation, a special fund with its own grantmaking ability and board of trustees. The supporting organization takes advantage of the Foundation’s professional staff assistance, administra­tive services and favorable tax status. A trustee bank or investment manager of your choosing manages the assets. You may create a supporting organization with assets of $2 million.

BequestsA bequest in your will is the simplest and most often used gift, directing either a fixed number of dollars or percentage of your estate to The Cleveland Foundation for grantmaking.

Goff SocietyThrough the G off Society, we recognize the generosity of living donors who have established permanent named funds of over $10,000, donor-advisor funds or supporting organizations.

As of March 3 1 , 1 9 97

Mrs. William Harry Alexander

Fred J. Ball and Elizabeth S. Ball

D. Robert and Kathleen L. Barber

Kent and Jeannine Cavender Bares

Leigh and Jim Bennett

Charles P. and Julia S. Bolton

Mrs. Roger Bond Jr.

Mr. and Mrs. Robert R. Broadbent

Lenore V. Buford, Ph.D.

Judge Lillian W. Burke

Robert and Virginia Burkhardt

David and Ginger Campopiano

Harry and Marjorie M. Carlson

E. Bruce and Virginia Chaney

Corning Chisholm

Mr. and Mrs. M. Roger Clapp

James M. and Ann M. Delaney

Jim and Isabelle Dunlap

Susan Lajoie Eagan

Doris Anita Evans, M.D.

Mr. and Mrs. Nicholas J. Federico

John Gabel

Mr. and Mrs. Robert A. Garda

Sally K. Griswold

Holsey Gates Handyside

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

Laura R. Heath

Preston B. Heller Jr.

Beverly G. and Albert M. Higley Jr.

Arlene and Arthur S. Holden

Elizabeth W. and William M. Jones

Cathy and John Lewis

Eleanor M. Lewis and Wayne H. Lewis

Robert R. Lucas

Mrs. Leonard G. Martien

Mrs. J. Denny May

Thornton D. & Penny P. McDonough

W. J. Barlow McWilliams

William A. & Margaret N. Mitchell

Lindsay J. and David T. Morgenthaler

Charles J. and Patricia Perry Nock

James A. (Dolph) and Fay-Tyler Norton

Mrs. R. Henry Norweb Jr.

Tommie Lenora Pradd Patty

Gilbert S. Peirce

George J. Picha

Richard W. and Patricia R. Pogue

Victoire and Alfred M. Rankin Jr.

Charles A. and liana Horowitz Ratner

James and Rita Rechin

Mr. and Mrs. Raymond M. Reisacher

William Hughes Roberts

Mr. and Mrs. Thomas H. Roulston

Henry W. Sciulli

Mrs. Ellery Sedgwick Jr.

Mr. and Mrs. John Sherwin Jr.

Mr.* and Mrs. Edward W. Sloan Jr.

Mrs. Kent H. Smith

Russell H. and Gretchen H. Smith

James P. Storer

Dudley J. Taw

Mrs. William C. Treuhaft

Philip R. Uhlin

Paul and Sonja Unger

Hon. and Mrs. George V. Voinovich

Mrs. Peter Wellman

Mrs. Michael A. Wipper

Mrs. Samuel Wolpert

Robert J. and Janet G. Yaroma

Anonymous (17)

* Deceased

We also recognize the following orga­nizations and corporations that have established funds at The Cleveland Foundation.

American Cancer Society, Ohio DivisionIncorporated

Ameritech

Antioch Baptist Church

Aurora Schools Foundation

Black Professionals Association Charitable Foundation

City of Cleveland

Cuyahoga County Public Library

Federation for Community Planning

The Forest City Hospital Foundation

Goodrich Social Settlement

Greater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc.

The Catherine Horstmann Home

The Intermuseum Conservation Association.

Perry B. Jackson Scholarship Foundation, Inc.

The Junior League of Cleveland, Inc.

Lesbian/Gay Community Service Center of Greater Cleveland

The Lincoln Electric Foundation

Lutheran Metropolitan Ministry Association

Northern Ohio Opera

Northwest Emergency Team

The Ohio Humanities Council

Prevent Blindness Ohio

St. James A.M.E. Church

Scholarship-ln-Escrow

United Way Services

Women's General Hospital

Anonymous (2)

26

Legacy Society

The Legacy Society recognizes individuals who have planned a future gift to their community through a bequest, trust, pooled income fund, life insurance or charitable gift annuity

As of March 31 ,1 9 9 7

Fred J. Ball and Elizabeth S. Ball

Hanna H. and James T. Bartlett

Linda M. Betzer

Leona Bevis

Robert E. Bingham

Edith F. Blum

Jeannette W. Brewer

Lenore V. Buford, Ph.D.

Robert and Virginia Burkhardt

Harry and Marjorie M. Carlson

Mary C. Carter

Richard H. and Cathy L. Crabtree

Pitt A. and Sally Curtiss

Philip Dawson

Barbara J. Decker

Patricia Jansen Doyle

Kevin and Carolyn Ellison

Doris Anita Evans, M.D.

Helen V. Fitzhugh

Virginia Q. FoleyC. Henry and Caryn Foltz

Eleanor R. Gerson

Robert M. and Barbara Ginn

Winifred H. GrayMary Louise and Richard Hahn

Virginia H. Hamann

Holsey Gates Handyside

Mary Jane D. Hartwell

Beverly G. and Albert M. Higley Jr.

Michael J. and Suzanne I. HoffmannRonald D. Holman

Mr. and Mrs.* B. Scott Isquick

Jerry and Martha Jarrett

Elizabeth W. and William M. Jones

Lucille F. Jones

Virginia L. JonesNorman F. and Sandra L. Klopp

Vilma L. Kohn, Ph.D.

Elizabeth D. Kondorossy

Mr. and Mrs. Philip L. Krug

Marjorie and Samuel Lamport

William F. Laurie and Georgia E. Laurie

Frances D. Lesser

Charlotte S. LevyEleanor M. Lewis and Wayne H. Lewis

Mr. and Mrs. G. Russell Lincoln

Mrs. J. Denny MaySteven and Dolly Minter

Arthur P. Moebius

Mary B. Moon

John B. Moore

J. Howard Morris Jr.James A. (Dolph) and Fay-Tyler Norton

Mrs. R. Henry Norweb Jr.

John F. O'Brien

Barbara H. Patterson

Frederick W. Pattison Katherine and James Pender

Florence K. Z. Pollack

Lucia C. Pomeroy

William Hughes Roberts

James L. Ryhal Jr.Henry W. Sciulli

Mr.* and Mrs. Edward W. Sloan Jr.

Robert V. Spurney and Florence W. Spurney

Mr. and Mrs. Joseph H. Thomas Dr. Cedomil and Mary Vugrincic

Genevieve and A. Carter Wilmot

Mr. and Mrs. H. Robert Wismar Jr.

Anonymous (3)

* Deceased

27

New AssetsThe grants described in this report were made possible by generous support from public-spirited Cleveland individuals, families and corporations. We are pleased to report that in 1996 The Cleveland Foundation received $9.6 million in new assets.

Summary of New AssetsNew permanent funds $4,236,774

Additions to permanent funds 3,092,151

New donor-advisor funds 288,198

Additions to donor-advisor funds 456,804

New agency endowment funds 30,000

Additions to agency endowment funds 169,970

New project accounts 111,500

Additions to project accounts 317,032

Additions to supporting organizations 848,796

Other additions 27,915

Total 1996 New Assets $9,579,140

* O f this amount, $3 1 5 ,2 7 3 represents payments against pledges made in a previous year and agency endowment activity. These amounts are not included in the current year’s financial statements total o f $ 9 ,2 6 3 ,8 6 7 . Pledges are recognized in the financial statements the year they are made

New Permanent Funds

Fund Amount Donor(s)

Raymond Q. and Elizabeth Rieley Arm ington Fund

$1,833,106 Estate of Raymond Q. Armington

D. Robert and Kathleen $151,230 D. Robert and Kathleen L. Barber L. Barber Fund

Edith F. Blum Community Pooled Income Fund

Harry and Marjorie M. Carlson Fund

Kevin J. and Carolyn P. Ellison Insurance Fund

$1,637*1 Edith F. Blum

$3,754 toward

pledge of $10,000

Herold and Clara Shaffner Fellinger Fund

Peter Gommet Fund

Winifred H. Gray Charitable Gift Annuity

$19,405

$27,851 *

E.C. and D.V. Henn Fund $1,191,550

The Harry and Flora $200,000Dorothy Hirsohn Fund

Judge Perry B. Jackson $12,647Fund

The William M. and $373,735^Elizabeth W. Jones Charitable Remainder Annuity Trust

Harry and Marge Carlson

5,187 Kevin J. and Carolyn P. Ellison

$23,500 Estate of Clara S. Fellinger

Estate of Peter Gommet

Winifred H. Gray

E.C. and D.V. Henn Trust

Estate of Flora D. Hirsohn

The Judge Perry B. Jackson Scholarship Foundation, Inc.

William M. and Elizabeth W. Jones

Use of Income

Designated to American Red Cross, Goodwill Industries of Greater Cleveland, The Holden Arboretum, Lakeland Community College, St. Luke's Hospital Association, The Salvation Army of Greater Cleveland, United Way Services, Vocational Guidance Services, and Young Women's Christian Association of Cleveland

To support precollegiate public education, environmental protection, and AIDS policy development and services

Use of remainder: Unrestricted charitable purposes

Unrestricted charitable purposes

Portions designated to Hawken School, University of Notre Dame, and Therapeutic Riding Center; a portion restricted to start-up organi­zations working in the areas of children's issues, disabilities, diseases and education; and a portion for unrestricted charitable purposes

Unrestricted charitable purposes

Unrestricted charitable purposes

Use of remainder: Unrestricted charitable purposes

Unrestricted charitable purposes

To combat anti-Semitism in coopera­tion with the Anti-Defamation League of B'nai B'rith

Designated to Zanesville High School for a student scholarship, and to The Phillis Wheatley Association for a camping program scholarship

Use of remainder: A portion gifted to The Cleveland Play House, and the balance as endowment for the Foundation's public, charitable and educational purposes

Continued on page 30

29

New Permanent Funds continued

"UBC Amount Donor(s) Use of Income

The Vilma L. Kohn Charitable Remainder Unitrust

$338,291* Vilma L. Kohn, Ph.D.

Lucia C. Pomeroy Charitable Gift Annuity

The Tracy Starr Breast Cancer Research Fund

$18,524* Lucia C. Pomeroy

$29,111 Allyn R. and Susan M. Adams, Friends at Ajax, AjaxMagnethermic, Linda Albert, Paul A. Alsenas, Robert R. and Jean D. Andolsen, Argee Enterprises, Richard L. and Mary H. Ashbrook, Kathleen A. Augustine, Virginia L. Aveni, Sandra R. Baker, Jerry and Lori Bellitt, John M. and Rose Anne M. Berila, Betsy's Bridal World, Diane T. Bickett, Stephen E. and Sharyl M. Bloom, Betsy R. Bodine, Ronald J. and Judith L. Bohanek, Mary 0. Boyle, Peter M. Boyle, Renee Parker Boyle, Andy and Diane Brincko, Karyn N. Brockman, Kathleen Brockman, Gary Brown, Sherrod Brown, Susan Burns, Bev Burtzlaff, Lynne Byrne, Timothy F. Cahill, William A. Caldwell, Ellen Calogeras, Catherine A. Calvey, Jane Louise Campbell,Dr. Arnold I. and Bonita W. Caplan, Sheila Carlson, Delores Carter, Centerior Energy, Jeri E. Chaiken, Charles Scott Riverside Hair Design, John E. Chipko, Kathy Chipko, Ruth Chipko, Robert L. and Marian F. Chulick, Citizens for Patrick A. Sweeney Committee, Shirley J. Coniglio, Thomas M. Cornhoff, Tony and Magdalena Covas, Chuck and Dolly Cronenwett, Kevin H. Cronin, Nancy C. Cronin, Kathy Cross, Joseph B. and Ruth E. Cullum, Custom Sanitation Sen/ices, RoseMarie Cutler, Staff of Cuyahoga County Planning Commission, Heather M. Daina, Jean Dare, Carol 0 . and James A. Dayton Jr., Dale A. and Elizabeth Ann Dean,Walter G. DeBald, Roger J. and Jane M. Deike, Mr. and Mrs. Gabriel Delfre, Elaine DiPasquale, Janet Dolezal, Mildred A. Dougherty, Ann R. Douglas, John Douglas, Veronica Dunn, Marcia Egbert, Eggert Construction Co., Gary Ellsworth, Expressions by Linda, Nancy J. and Peter H. Farina Jr., Anthony L. and Marlene R. Farone, Barbara G. Feinberg, Diane L. Fitzpatrick, Kathleen H. Fitzsimons, Alice Foerstner, Elaine M. Fortney, Robert Fox, Mark and Patricia Fracker, Frances A. France, Judge Carolyn B. Friedland, Friends of Barbara Boyd, Marilyn Fryman, John and Darlene Fulvi, Angie Galletta,Lynn M. Garrity, Jim and Dorothy Geltch, Mr. and Mrs. Ezra Giterman, Arnold and Ann Gleisser, Janet H. Gold, Bessie Golden, Warren and Deborah Klein Goldenberg, Phylis Gordon, John and Kim Gorski, Irving and Edith Gorsky,Marcella Grisanti, Margaret Ann Gudbranson, Tom Hach and Anne Blum, Agnes Hammer, Allison Hammer, S. T. Hanna, Inc., Susan Hamden, Laraine L. Heck, Jim and Shirl Henke,Rosemary Herpel, Mary Eileen Heslen, Barbara H. Higgins, Patrick J. Holland, Robin J. Holzman, Walter and Irene Hooper, Catherine S. Hubben, Penny Hughes, Chuck and June Hull, John Ivis and Stella Clap, James P. Jacoby, Marilyn C. Jontzen, Jennie Ju, Richard E. and Judith S. Karberg, Bruce E. and

Use of remainder: Designated to The Cleveland Play House and The Cleveland Institute of Music, and for the Foundation's public, charitable and educational purposes

Use of remainder: Unrestricted charitable purposes

To support a woman medical doctor doing research on breast can­cer at an accredited university in the United States; if a cure is found, to support education relating to breast cancer

30

Fund Amount Donor(s) Use of Income

Mary Jo Katz, Marita L. Kavalec, Claire Kilbane, David and Theresa Kotting, Kenneth J. Kovach, Kay M. Krueger, AlanD. and Hazel M. Kuntz, Mr. and Mrs. Mitch M. Kursh,Lakeside Place Limited Partnership, Mary Beth Langdon, Angelo LaPerna, Jim and Laura Leone, Barbara S. Leslie, Kenneth J. Levine, Teri S. Levine, Helen V. Levstek, Steven W. Lieber, Kathleen M. Linder, Gail Long, Steve Luttner,Frank W. Lysowski, Mr. and Mrs. Robert Lysowski and Family, Thomas J. Lysowski, Leatrice B. Madison, Carol L. Malave,Erin Marks, Mary Lee Mason, Carol Mazur, Collene McCaffrey, Mary McGeary, Theresa McGeary, Ellen E. McGorray, Daniel W. McNea, Laura A. McNea, William J. and Amy Jane McNea, Terrance A. Michel, Carolyn Milter, Mel and Donna Mixner,Lou and Dorothy Moliterno, Marcia E. Moll, Morgan Printing, Darcy A. and Gregoire W. Moulin, William G. and CathyC. Mumaw, John Charles Myers and Mary Eileen Kilbane,Peter J. Nagusky, Linda Nagy, Native American Pathways, Inc., Lisa S. Nussbaum, Ocasio Photography, Ruth Anne O'Leary, Audrey Owens, Richard A. Owens, Parkview Nite Club, Christine Patronik-Holder, David Pethtel, James M. Petro, Godfrey L. and Marjorie J. Pettus, Martha Pontoni, Kathleen A. Powers, Janis Purdy, Patrick E. and Geraldine T. Purdy,James B. and Regina M. Reagan, Jane S. Reid, David J. Richards, Irene Robinson, Daniel E. Rocker, Stephen Rowan,C.W. and Betty J. Ruther, Janine H. Rybka, Peter J. Sandora, Linda Saridakis, Rick A. Savors, Paula F. Scahill, Mary Schaeffer, Susan 0. Scheutzow, Tom Schultz, Beverly Scipio, Sanford and Harriet Scott, Carol Seabon, Robert and Rita Sheridan, Peter M. Sikora, Mary Ann Simko, Frances L. Smith, Peg Smith, Todd Smith and Catherine Boyle, Isabelle M. Sontag, Edward and Elizabeth Starr, Starr's Hair Fantasy, Cathy A. Stawarski, Janet L. Stawarski, Susan M. Stawarski, Tom and Rita Stawarski, Roberta Steinbacher, Ellie I. Sullivan, Catherine M. Taafe,Craig Tame, Christine Tilas, Elizabeth Tilas, Penny M. Tipps, Ann Marie Titas, Delores J. Tocheck, Dan and Stella Tortora, David J. and Kirstin S. Toth, Alexandra Turk, Catherine Urban, Gizella Varkonda, William E. Walsh, David J. and Maureen A. Washington, Melvin S. and Adrienne B. Wasserman,Janet Weimer, Marilyn R. Weiss, Marion Wiegmann, Steve Williams, Margaret Wong & Associates Company, LPA,Janice M. Wyatt, Beverly Y. Wykoff, Karen Wynne, Martin 0. and Jane M. Wynne, David P. and Deborah L. Yorko,Andrea Zaite, Lisa Zoller, AnonymousIn memory of Elizabeth Stawiarski: Mr. and Mrs. Joseph N.Bayus, Jerry and Lori Bellitt, Andy and Diane Brincko, Mr. and Mrs. John Hrivnak, Mr. and Mrs. William Johns and Karen, Mr. and Mrs. Robert Lysowski and Family, Lou and Dorothy Moliterno, Dan and Stella Tortora, Catherine Urban

In memory of Michelle L. Taylor and Betty Zeitsoff:Melinda T. Swan

Total NewPermanent Funds $4,236,774

31

Additions to Permanent Funds

Fund

The Adom eit Fund

Charles Rieley Arm ington Fund

Helen and Ira J. Bircher Fund

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

E. Bruce and Virginia Chaney Fund

Alton LaMaur Character Memorial Scholarship Fund

Arthur F. and Gladys D. Connard Memorial Fund

The Vince Federico Memorial Fund

The Holsey Gates Residence Preservation Fund

Evelyn Golomb Fund

The George C. and Marion S. Gordon Fund

Heights Youth Center Fund

Amount Donor(s)

$68,900 Ruth E. Adomeit Pooled Income Fund

$803,238 Elizabeth Rieley Armington Charitable Trust, Estate of Raymond Q. Armington

$60,000 Helen and Ira J. Bircher

$2,000 The Broadbent Family Foundation, Inc.

$8,292 E. Bruce and Virginia Chaney

$1,725 Judge Ann Aldrich, Alpha Phi Alpha Fraternity Inc., Cynthia L. Burks, Alvin S. and Erma G.Character, Anthony J. Cotton, Dr. Freeman Fletcher, Flite II Travel Inc., Edward T. Haggins, Pauline B. Holston, Frances M. and Dr. Drue King Jr., Judge Benjamin and Dr. Denice Logan, Lonnie Marsh II M.D. Inc., Anonymous

$1,250,000 Estate of Gladys D. Connard

$25,833 Participants in the Vince Federico Memorial Golf Tournament

Additional donors: Abrams Realty Co., Harry Adelman, Aerosol Systems, American Greenwood, Inc., Anndee, Inc., Rachelle M. Arnold, Arsham Insurance Group, Artz Auto Group, Kenneth B. Baker, Baker/Cerce Associates, Inc., William M. Beichner, Blue Coral International, B.M.S. Properties, Bruder Inc., Chernett Cohen Associates Inc., Cuyahoga Chemical Co., Domenic DeBaltzo, Pat F. Delguyd, Deller Capital Corporation, Louis P. DePerro, Direct to Retail, D.J.M. Sales, Melvin Fishman, Forest City & North American Lumber, Sidney Franklin, John E. Gallucci, Gary B. Garson, Gleeson Construction Inc., Going Places Travel Inc., Great Lakes Representatives, Inc., Joseph Greenes, Zoltan Greenhut,G.S.S. Inc., John R. Hunt, KAM Marketing, Inc., Donald M. King, Michael S. Klein, James Allan Kleinman, Dennis Losey, David A. Lupyan, Kenneth S. Lurie, M C Properties, Alan M. and Janet Miller, Roy A. and Dawn M. Minger, Lawrence J. and Elizabeth E. Minich, Noll Machinery, Inc., Northeast Marketing, Inc., Phoenix Dye Works, Bert P. Poncher, Marc L. and Jean A. Price, Professional Salesmen, Inc., Charles Rockman, Norton W. Rose, David L. and Jean Finan Rupar, Jerold S. Schlesinger, Floyd B. and Karen Silver, Kim C. and Judy Z. Smith, Solitare, Wirth & Associates, Inc., Jerry Sorkin, Stern Advertising Inc., Rocque and Sandra Trem, Edward H. Tresger, 21st Century Pets, Inc., Rick Udelson, Jack and Mary Vogelgesang, Hyman and Molly Wasserman, Judge Joseph A. Zingales

$25,000 Ambassador Holsey Gates Handyside

$43,968 Evelyn Golomb Trust

$259,428 Marion S. Gordon Trust

$5,204 A.W. and Joanne Benkendorf, Catharine D. Berwald, Christopher P. Brandt and Beth Brandt Sersig, Janet R. Burnside, Charles A. and Jo M. Byrne, Hugh Calkins, Armine G. Cuber, Elizabeth Daunton, Patricia W. Davis, Robert C. and Lois L. Davis, Jill H. and Dr. Morris S. Dixon Jr., Joan E. Dowling, Dr. John C. and Mary F. Elder, Sarah Malone Evans, Yarden and Kirsten Faden, Richard E. Francies, Gerald I. and Gaetana Friedman, Edward J. and Anna S. Fritz, Margaret M. and Joseph J. Geiger Jr., Dorinda A. Gershman, Norman and Leona Green, Robert F. Green, Suzanne Halbe, John W. and Stephanie B. Harris, Heights Youth Center, H. David Howe Jr., Marc B. and Dr. Karen M. Jaffe, The Jewish Community Federation of Cleveland from the Eleanor R. Gerson Philanthropic Fund and the Ronald Zahler Memorial Philanthropic Fund, Janice S. Johnston, Linnea J. Jones, Dorothy E. Klemm, Clark W. and Mary B. Knierman, Richard J. and Virginia A. Labus,

32

Fund Amount Donor(s)

Agnes E. Meyer Herzog Fund

Sherman Johnson and Frances Battles Johnson Memorial Fund

The Virginia L. Jones Charitable Remainder Unitrust

Karamu House Trust

Mary Kopec Kreicher Fund

Leonard Krieger Fund

Alexander G. Lajoie Jr. Memorial Fund

The Lake-Geauga Fund

The Northern Ohio Opera Fund

Fay-Tyler Murray Norton FundTommie Lenora Pradd Patty Fund

Poetry Fund

Princeton Urban Studies Fellowship Fund

Queen McGee Evans Pryor Fund

Scholarship-in-EscrowFundDemetra A. Sciulli Fund

Josephine R. and Edward W. Sloan Jr. Fund

Taw Family Salvation Army Endowment Fund

$250

$2,200

Dr. Richard Lightbody, Donald M. and Sandra B. McPherson, Charlotte S. and John M. Newman Jr., Dr. Samuel A. and Suzanne M. Nigro, Patrick J. and Nancy H. O'Connor, Robert S. and Barbara A. Ottinger, Dorothy Robbins, Reuben and Dorothy Silver, Paul H. and Tricia Springstubb, Donald W. and Jacqueline W. Stimpert, Albert and Alice Stratton, Elsie R. Tarcai, Walter F. Thiem and Joanne L. Siegel, William and Edith Tobocman, Leonard M. and Kerstin E. Trawick, Brud Turner, Ralph S. and Zoe C. Tyler, James E. and Rita L. Vail, Robert A. and Christine Wallace, Annabelle Weiss, Dr. R. Allen Wilkinson, Margaret Wong, Stephen D. and Margaret E. Wood, Frederick B. and Diana M. Woodbridge

In memory of Natalie Crouter: D'Arnold and Thelma Davis

Mary Ann Roe

In honor of Barbara H . Patterson: Maggie and Mike Domski and children,James D. and Donna P. Gudritz

In honor of Chuck and Barbara Patterson: Maggie and Mike Domski and children

In memory of Eugene Archacki and Mary Helen Collins: Barbara H. Patterson

Dr. Janet M. Poponick

$52,067* Virginia L. Jones

$1,050 Wilbur C. and Joan Nordstrom

$2,000 Alliance Capital Management Corporation, Lawrence L. and Linda L. Kreicher

$7,978 Estate of Leonard Krieger

$4,540 Susan L. Eagan, Nora Lajoie, Paul Roth and Frances Green

$32,000 Attorney General of the State of Ohio

$500 Perkins Charitable Foundation

$ 1,000 Dr. James A. and Fay-Tyler Norton

$20,573 Tommie L. Patty

$5,813 John Gabel

$1,500 Clements Family Charitable Trust, S. Sterling McMillan, David W. and Margaret N. Sloan

$750 Doris A. Evans, M.D., Dorothy E. Holmes

$98,930 The Cleveland Initiative for Education

$28,041 Henry W. Sciulli

$15,050 Mr. and Mrs. Edward W. Sloan Jr.

$5,000 Dudley J. and Louise Taw

Continued on page 34

33

A d d itio n s to Perm anent Funds continued

Fund Am ount Donor(s)

Am os Burt and Jeanne L. Thom pson Fund

$1,000 Neil L. and Kathy Thompson

Isabelle Tum pach Fund $5,000 Anonymous

M olly A gn es Voinovich M em orial Fund

$3,635 Jane E. Conroy, James M. and Ann M. Delaney, Nick and Patricia A. Tomino, David Uchelvich, Don and Nancy Vickers, Estate of Thomas J. Young

In memory of Carolyn F. Bernot: Alicia M. Ciliberto

Ethel and Richard W hitehill Funds

$244,796 Estate of Richard W. Whitehill

H. Robert and Ann H. Wismar Fund

$4,212 Ann H. and H. Robert Wismar Jr.

Edith W right Memorial Fund

$678 Estate of Edith Wright

Total Additions to Permanent Funds $3,092,151 * The value of certain planned gifts is listed at their charitable tax deduction level,

determined by the Internal Revenue Service, f This amount is not included in The Cleveland Foundation financial statements.

Other Additions

Fund Amount Donor(s) Use of Gifts

Todd Allen Headley Memorial

$145 M.C. Feldmann, Cheryl Hagerman, Patrick D. Hatting, Carol M. Rose, Kable M. and Janelle M. Thurlow

Contributions toward establishment of a fund to support research and/or health care of individuals who have sustained closed head injuries

Life Insurance Foundation Endowment (LIFE)

$50 Martin S. Stancik Jr. Additional contributions toward establishment of a fund

Unrestricted gifts $27,720 American Foundation at the direction of Edith W. Corning,Theodora P. Dakin, The Denver Foundation, Gregory T. Holtz, Judson Retirement Community, Rose Community Foundation, David A. Scott, Stein Roe & Farnham Incorporated, Anonymous

In memory o f Carolyn F. Bemot: Marge Carlson,Steve and Dolly Minter

In memory of Virginia H . Cerveny: Marge Carlson, Bob and Ginny Eckardt, William R. Joseph and Sarah Sager, Jay Talbot, William Wendling and Lynne Woodman, Dale A. Willman and Beth Sciumeca

In memory of Louis Kreicher: Harry and Marge Carlson,Bob and Ginny Eckardt

In memory of Josephine L. Morris: Bob and Ginny Eckardt,Bob Kaye, Jean Lang, Terence J. and Nancy S. McCann,Arch and Carolyn McKendry, John and Celene Petkash,Jay Talbot, Richard C. and Shirley M. Ulstad, William Wendling and Lynne Woodman

In memory of Nancy Jean Parker: Marge Carlson

In memory of Ralph Rosenblad: Marge Carlson, Alicia M. Ciliberto

In memory of Allen Talbot: Marge Carlson, Bob and Ginny Eckardt

Total Other Additions $27,915

34

Permanent Funds of The Cleveland Foundation

Thousands of donors have contributed to The Cleveland Foundation since its creation in 1914, often through bequests, but also through gifts of cash, securities, life insurance policies, real estate and other personal property. A permanent fund may be established with a minimum gift of $10,000. Following is a list of the permanent named funds of the Foundation.

Morris Abrams Fund

The Adomeit Fund

Ruth E. Adomeit Fund

Lewis and Ruth Affelder FundRhoda L. Affelder Fund

Wickham H. Aldrich Fund

Rob Roy Alexander Fund

The William Harry Alexander Fund

The Aloy Memorial Scholarship Fund

The Dr. David Alsbacher Fund forMedical Research

Raleigh F. Andrie Memorial Fund

The George and May Margaret Angell Trust

Anisfield-Wolf Fund

Charles Rieley Armington Fund

Raymond Q. and Elizabeth RieleyArmington Fund

Katherine B. Arundel Fund

Walter C. and Lucy I. Astrup Funds (2)

Sophie Auerbach Fund

Margaret Montgomery Austin andCharles Taylor Austin Memorial Fund

Ruth and Elmer Babin Fund

The Frederic M. and Nettie E. BackusMemorial Fund

The Magdalena Baehr Fund

Fannie White Baker Fund

Walter C. Baker FundWalter C. and Fannie White Baker Fund

Lilian Hanna Baldwin Fund

Ball, Ball, Galloway, Jacobs andPickett Fund

Fred J. Ball FundThe Fred J. Ball and Elizabeth S. Ball Charitable Remainder Trust

D. Robert and Kathleen L. Barber Fund

Mabel R. Bateman Memorial Fund

Warner M. Bateman Memorial Fund

Cornelia W. Beardslee Fund

James C. Beardslee Fund

Louis D. Beaumont Fund

Robert K. Beck Memorial Fund

The Beckenbach Scholarship Memorial FundMary Berryman Fund

Nestor B. Betzold Trust

Ida Beznoska Fund

Big Brothers of Greater Cleveland Fund

The Dr. Hamilton Fisk Biggar Fund

Hattie E. Bingham Fund

Helen and Ira J. Bircher Fund

George Davis Bivin FundSamuel C. Blake, Mary A. Camp Blake and Marian B. Leiner Memorial Charitable TrustEdith F. Blum Community Pooled Income FundThe Martin E. and Evelyn K. Blum Fund

Tom L.E. Blum and Martin E. Blum Fund

Katherine Bohm Fund

Ernest J. Bohn Memorial Fund

Roberta Holden Bole Fund

Newell C. Bolton Fund

Jean and Roger Bond Jr. Fund

Helen R. Bowler Fund

The George H. Boyd Fund*

Alva Bradley II Fund Jeanette W. Brewer Fund

Gertrude H. Britton, Katharine H. Perkins FundMary K. and Robert R. Broadbent Salvation Army Endowment Fund

Fannie Brown Memorial Fund

Marie H. Brown Fund

Ada G. Bruce Fund

George F. Buehler Memorial Fund

Marie I. Buelow FundJudge Lillian W. Burke Scholarship Fund

Burkhardt Family Fund

The Harry F. and Edna J. Burmester Charitable Remainder Unitrust No. 1The Thomas Burnham Memorial

The Thomas Burnham Memorial Trust

Katherine Ward Burrell Fund

Edmund S. Busch FundJanet G. and Mary H. Cameron Memorial FundMarian M. Cameron Fund

The Martha B. Carlisle Memorial FundEdna L. and Gustav W. Carlson Foundation Memorial Fund

Harry and Marjorie M. Carlson Fund

Alfred J. Carpenter Memorial Fund Leyton E. Carter Memorial Fund

Mary C. Carter Gift Annuity

Robert and Annie Cartman Fund

The Central High School Endowment FundE. Bruce and Virginia Chaney Fund

The Fred H. Chapin Memorial FundThe George Lord and Elizabeth Chapman Fund*

The Frank J. and Nellie L. Chappie Fund*

Alton LaMaur Character Memorial Scholarship Fund

The Children Forever Endowment FundThe Adele Corning Chisholm Memorial Fund

George W. Chisholm Fund

The Arthur W. Chown Fund

Garnetta B. Christenson and LeRoy W. Christenson Fund

35

Permanent Funds of The Cleveland Foundation continued

Mr. and Mrs. Harold T. Clark FundJ.E.G. Clark Trust

Marie Odenkirk Clark Fund

Clark-Owen Memorial Fund

The Elsa Claus Memorial Fund No. 2

Inez and Harry Clement Award Fund

Cleveland: NOW Fund

Cleveland Recreational Arts Fund

Cleveland War Memorial

Clevite Welfare Fund

Caroline E. Coit Fund

Arthur F. and Gladys D.Connard Memorial Funds (2)

A.E. Convers Fund*

Harry Coulby Funds (2)

Jacob D. Cox Fund

S. Houghton Cox Fund

Cathy L. Crabtree Fund

The Eileen H. Cramer and Marvin H. Cramer Fund

The William R. and F. Cassie Daley Trust Fund

Henry G. Dalton Fund

Alzada Singleton Davis Fund

Edward H. deConingh Fund

Mary E. Dee Memorial Fund

James M. and Ann M. Delaney Fund

The Howard and Edith Dingle Fund

The Carl and Marion Dittmar Fund

Edwin A. and Julia Greene Dodd Funds (2)

Anna J. Dorman and Pliny 0. Dorman Memorial Fund

L. Dale Dorney Fund

James J. Doyle and Lillian Herron Doyle Scholarship Fund

Charles A. Driffield Memorial Fund

The Thomas Dugan and Alice Dugan Memorial Fund

The Mary and Wallace Duncan Fund

The William C. and Agnes M. Dunn Fund

Bruce S. Dwynn Memorial Fund

Alice McHardy Dye Fund

Lyda G. and Horatio B. Ebert Fund

Kristian Eilertsen Fund

Kevin J. and Carolyn P. Ellison Fund

The Emerald Necklace Fund

Ada C. Emerson Fund*

Irene C. and Karl Emmerling Scholarship Fund

Reinhold W. Erickson Fund

Flora M. Everett Fund

Henry A. Everett Trust

Homer Everett Funds (2)

Mary McGraw Everett Fund

The Irene Ewing Trust

Betty H. and Jean E. Fairfax Fund

Charles Dudley Farnsworth Fund

Charles Farran Fund

The George D. and Edith W. Featherstone Memorial Fund

The Vince Federico Memorial Fund

Herold and Clara Shaffner Fellinger Fund

Dr. Frank Carl Felix and Flora Webster Felix Fund

William S. and Freda M. Fell Memorial Fund

The Fenn Educational Funds (4)

First Cleveland Cavalry-Norton Memorial Fund

William C. Fischer and Lillye T. Fischer Memorial Fund

Fisher Fund

Erwin L. Fisher and Fanny M. Fisher Memorial Fund

Helen V. Fitzhugh Gift AnnuityEdward C. Flanigon Fund

Percy R. and Beatrice Round Forbes Memorial Fund

Frances B. and George W. Ford Memorial Fund

The Forest City Hospital Foundation Fund

Gladys J. and Homer D. Foster Fund

Constance C. Frackelton Funds (4)

The Fannie Pitcairn Frackelton and David W. Frackelton Fund

Robert J. Frackelton Fund

The George Freeman Charity Fund

Winifred Fryer Memorial Fund

Frederic C. Fulton Fund

Charles H. Gale Fund

Frederic H. Gates Fund

The Holsey Gates Residence Preservation Fund

Eleanor R. Gerson Charitable Remainder Unitrust

The William F. and Anna Lawrence Gibbons Fund*Emil and Genevieve Gibian Fund Frank S. Gibson Memorial Fund

Rose B. and Myron E. Glass Memorial Fund

Frederick Harris Goff Fund

Frederick H. and Frances Southworth Goff Fund*

Isaac C. Goff Fund*

Edwin R. Goldfield Fund

Lillian F. Goldfield Fund

Marie Louise Gollan Fund

Evelyn Golomb Fund

Peter Gommet Fund

Dr. Isadore J. Goodman and Ruth Goodman Memorial Fund

Julius E. Goodman Fund

The George C. and Marion S. Gordon Fund

Robert B. Grandin Fund

Winifred H. Gray Charitable Gift Annuity

Harold R. Greene Fund

Maxine Y. Haberman Fund

The Hortense B. Halle and Jay M. Halle Fund

Virginia H. Hamann Gift Annuity

Dorothea Wright Hamilton Fund

Edwin T. and Mary E. Hamilton Fund

The Lynn J. and Eva D. Hammond Memorial Fund*

Handyside Family Memorial Fund for Western Reserve Academy

Douglas P. Handyside Memorial Fund

Holsey Gates Handyside Charitable Remainder Trust

Leonard C. Hanna Jr. Funds (9)

The Leonard C. Hanna Jr. Special Fund

William Stitt Hannon Fund

Janet Harley Memorial Fund

Mr. and Mrs. Roy G. Harley Fund

H. Stuart Harrison Memorial Fund

Perry G. Harrison and Virginia C. Harrison Memorial Fund

The Kate Hanna Harvey Memorial Funds (2)F.H. Haserot Fund

36

Melville H. Haskell, Mary H. Hunter, Gertrude H. Britton, Katharine H.Perkins Funds (2)

Henry R. Hatch Memorial Fund

Homer H. Hatch Fund

John and Helen A. Hay Memorial Fund

Lewis Howard Hayden and Lulu May Hayden Fund

George Halle Hays Fund

Nora Hays Fund

Heights Youth Center Fund

The Henry E. Heiner and Marie Hays Heiner Memorial Fund

Carolyn V. Heller Fund

The Louise W. and Irving K. Heller Fund

Mildred Shelby Heller Memorial Fund

The William Myron Heller Memorial Fund

Warren J. Henderson Fund

E.C. and D.V. Henn Fund

Iva L. Herl Fund

The Clifford B. Hershik Memorial Fund

Agnes E. Meyer Herzog Fund

The Siegmund and BerthaB. Herzog Endowment Fund

James R. Hibshman Family Trust

Highland View HospitalEmployees' Fund

Albert M. Higley Memorial

Albert M. and Beverly G. Higley Fund

Mary G. Higley Fund

Mildred S. Higley Fund

The Hinds Memorial Fund*

The Hiram House Fund

The Harry and Flora Dorothy Hirsohn FundThe Jacob Hirtenstein Fund

H. Morley and Elizabeth NewberryHitchcock Fund

Reuben W. Hitchcock FundSuzanne and Michael J. Hoffmann Fund

Mr. and Mrs. Arthur S. Holden Fund

Helen M. Holland Memorial

Dr. John W. Holloway Memorial Fund

Mildred E. Hommel and ArthurG. Hommel Memorial Fund

A.R. Horr Trust*Centureena S. Hotchkiss Fund

Howard W. Hottenstein Fund

Virginia M. Huey Fund

Martin Huge, Martha M. Huge, Theodore L. Huge and ReinhardtE. Huge Memorial Fund

The John Huntington Benevolent FundThe A.W. Hurlbut Fund

The Norma Witt Jackson Fund

Judge Perry B. Jackson Fund

Rhea Hanna Jerpbak Memorial Trust

Earle L. Johnson and Walter Sawtelle Doan and Ella P. Doan Memorial Fund

The J. Kimball Johnson Memorial Fund

Sherman Johnson and Frances Battles Johnson Memorial Fund

The Thomas Hoyt Jones Family Fund

The Virginia Jones Memorial Fund

The Virginia L. Jones Charitable Remainder Unitrust

The William M. and Elizabeth W. Jones Charitable Remainder Annuity Trust

William M. and Elizabeth W. Jones Fund

James S. Jordan Fund

Adrian D. Joyce Fund

The Frederick W. and Henryett Slocum Judd Fund

Henryett S. Judd Fund

Tillie A. Kaley and Warren R. Kaley Memorial Fund

Karamu House Trust

Raymond B. Kelley Fund

Albert B. and Sara P. KernMemorial FundLois E. Kerr Memorial Fund

Joseph E. Kewley Memorial Fund

Orrin F. Kilmer FundLillian E. Kirchner FundClarence A. Kirkham Memorial Fund

John R. Kistner FundDr. Emmanuel Klaus Memorial Fund

Sandra L. Klopp Fund

Samuel B. Knight Fund

The Philip E. and Bertha HawleyKnowlton Fund

Estelle C. Koch MemorialScholarship Fund

Richard H. Kohn FundThe Vilma L. Kohn CharitableRemainder UnitrustLeslie and Elizabeth D. KondorossyCharitable Remainder Unitrust

The Otto and Lena Konigslow Memorial Fund*Samuel E. Kramer Law Scholarship Fund

Mary Kopec Kreicher Fund

Leonard Krieger Fund

Elroy J. and Fynette H. Kulas FundAlexander G. Lajoie Jr. Memorial Fund

The Lake-Geauga Funds (5)

The Marjorie and Samuel Lamport Charitable Remainder Trust

Kathryn V. Lantz FundThe Arthur A. Lederer and Ruth Lawrence Lederer Fund

Harley C. Lee and Elizabeth Keedick Lee Fund Frances Doolittle Lesser Fund

The Jon Lewis Fund Martha M. Linden Fund

Robert M. Linney Fund

Sue L. Little Fund

Vida C. Logan Fund Elizabeth T. Lohmiller Fund

Meta M. Long Fund

Gustave Lorber and Frieda Bruml Lorber Memorial Fund

Henry M. Lucas Fund

Clemens W. Lundoff and Hilda T. Lundoff FundFrank J. Lynch Fund

Nellie Lynch Fund

The William Fred Mackay and Cora Carlisle Mackay Memorial Fund

Theresa Mae MacNab FundAnna Mary Magee Memorial Fund

The Maude F. Majerick Fund

Leone R. Bowe Marco Fund

Leonard G. Martien Fund

Alice Keith Mather Fund

The Samuel Mather and Flora Stone Mather Memorial Fund

Ruth A. Matson Fund

The Frederick R. and Bertha Specht Mautz Scholarship Fund

Erma L. Mawer Fund

Harriet E. McBride Fund

Malcolm L. McBride and John Harris McBride II Memorial Fund

Dr. Jane Power McCollough Fund

The Lewis A. and Ellen E. McCreary Memorial Fund

37

Permanent Funds of The Cleveland Foundation continued

Heber McFarland Fund

The John A. and Mildred T. McGean Fund

Hilda J. McGee Fund

The George W. and Sarah McGuire Fund

Donald W. McIntyre Fund

Gladys M. McIntyre Memorial Fund

W. Brewster McKenna Fund

The Katherine B. McKitterick Fund

The John C. McLean Memorial Fund

Ruth Neville McLean Memorial Fund

The Howard T. McMyler Fund

The Thomas and Mary McMyler Memorial Fund

The Albert Younglove Meriam and Kathryn A. Meriam Fund

Alice Butts Metcalf Fund

The Grace E. Meyette Fund

Sarah Stern Michael Fund

Herman R. and Esther S. MillerMemorial Fund

William P. Miller Fund

Helen Gibbs Mills Memorial Fund

Victor Mills Fund

Anna B. Minzer Fund

John A. Mitchell and Blanche G.Mitchell Fund

Cornelia S. Moore Fund*

The George L. and GenevieveD. Moore Family Funds (2)

The Mr. and Mrs. Jay P. Moore Memorial FundJohn H. and Beatrice C. Moore Fund

J. Howard and Josephine L. Morris Gift Annuity

William Curtis Morton, Maud Morton, Kathleen Morton Fund

Mary MacBain Motch Fund

E. Freeman Mould Fund

Jane C. Mould Fund

Frank A. Myers Fund

Tom Neal FundNeighbors Against Racial Violence Fund

Harold M. Nichols Fund

Jessie Roe North and George Mahan North Memorial Fund

The Northern Ohio Opera Fund

The Northwest Emergency Team Fund

Fay-Tyler Murray Norton Fund

Blanche E. Norvell Fund*

Harry Norvell Fund

R. Henry Norweb Jr. and ElizabethG. Norweb Gift Annuity

John F. Oberlin and John C. Oberlin Fund

John F. O'Brien Charitable Remainder Unitrust

The Crispin and Kate Oglebay Trust

Ohio Nut and Bolt Company Fund

Beulah N. Olinger Fund

John G. and May Lockwood Oliver Memorial Fund

Clarence A. Olsen Trust

Mary King Osborn Fund

William P. Palmer Fund

The Dr. Charles B. Parker Memorial Fund*

Erla Schlather Parker Fund

The Joseph K. and Amy Shepard Patterson Memorial Fund

Frederick Woodworth Pattison Fund

Tommie Lenora Pradd Patty Fund

Blanche B. Payer Fund

Linda J. Peirce Memorial Fund

Douglas Perkins Fund

The August G. and Lee F. Peterka Fund

Grace M. Pew Fund

Poetry Fund

Lucia C. Pomeroy Charitable Gift Annuity

Caroline Brown Prescott Memorial Fund

Walter D. Price Fund

William H. Price Fund

Princeton Urban Studies Fellowship Fund

Florence Mackey Pritchard and P.J. Pritchard Scholarship Fund

Queen McGee Evans Pryor Fund

The Public Square Preservation and Maintenance Fund

The J. Ambrose and Jessie Wheeler Purcell Memorial Fund*

The George John Putz and Margaret Putz Memorial Fund

The Fred 0. and Lucille M. Quick Fund

The Charles Greif Raible and Catherine Rogers Raible Fund

The John R. Raible Fund

Victoire and Alfred M. Rankin Jr. Fund

Marion E. Rannells FundBarbara Haas Rawson Memorial Fund

Grace P. Rawson FundClay L. and Florence RannellsReely Fund

Hilda Reich Fund

Leonard R. Rench Fund

The Retreat Memorial Fund

Marie Richardson Memorial Fund

Charles L. Richman Fund

Nathan G. Richman Fund

Helen D. Robinson Fund

Alice M. Rockefeller Fund

Elizabeth Becker Rorabeck Fund

Rebecca and Etta RosenbergMemorial Fund

Edward L. Rosenfeld and Bertha M. Rosenfeld Fund

Roulston Family Fund No. 3

Charles F. Ruby Fund

William A. Ruehl and Mary Ruehl Memorial Fund

Dorothy and Helen Ruth Fund

St. Barnabas Guild for Nursing Fund

Virginia Salay Memorial Fund

Janet Coe Sanborn Fund

Mary Coit Sanford Fund

The Mary Coit Sanford Memorial Fund

Oliver H. Schaaf Fund

Dr. Henry A. and Mary J. SchlinkMemorial Fund

Scholarship-in-Escrow Fund

Otto F. Schramm and EdnaH. Schramm Memorial Fund

The Robert N. Schwartz Fund for Retarded Children

Demetra A. Sciulli Fund

William C. Scofield Memorial Fund

Alice Duty Seagrave Foreign Study Fund

Warner Seely Fund

Charles W. and Lucille Sellers Memorial Fund

William K. Selman Memorial Fund

The Arthur and Agnes Severson Memorial FundGlenn M. and Elsa V. Shaw Fund

Frank S. Sheets and Alberta G. SheetsMemorial FundFrank E. Shepardson Fund

Nina Sherrer Fund

38

The Henry A. Sherwin and Frances M. Sherwin Funds* (3)

James Nelson Sherwin Fund

The John and Frances W. Sherwin Fund

Cornelia Adams Shiras Memorial

The John and LaVerne Short Memorial Fund

The A.H. and Julia W. Shunk Fund

The Thomas and Anna Sidlo Fund

Josephine R. and Edward W. Sloan Jr. Fund

Kent H. Smith Fund

The Nellie B. Snavely Fund

Society for Crippled Children - Tris Speaker Memorial Fund

A.L. Somers Fund

William J. Southworth Fund

William P. Southworth and Louisa Southworth Fund

Dr. George P. Soyer Fund

The John C. and ElizabethF. Sparrow Memorial Fund

Marion R. Spellman Fund

Josephine L. Sperry Fund

The George B. Spreng and Hazel Myers Spreng Memorial Fund

The Hazel Myers Spreng Fund in memory of her parents, Mr. and Mrs. A.N. Myers

Virginia Spriggs Fund

The Miriam Kerruish Stage Fund

The Tracy Starr Breast Cancer Research FundThe Dorothy and Oscar H. SteinerFund for the Conservation ofAbused Children

Frederick C. Sterling SecondTestamentary Trust

Avery L. Sterner Fund

Ada Gates Stevens Memorial Fund

Catherine E. Stewart, Martha A. Stewart, Judith H. Stewart and Jeannette Stewart Memorial Fund

Jessie R. Stewart FundThe Charles J. Stilwell Scholarship Fund

Ralph P. Stoddard Memorial Fund

Charles L. and Marion H. Stone Fund

Esther H. and B.F. Stoner Memorial Fund

Harriet B. Storrs Fund Vernon Stouffer Memorial Fund

Leonard F. Stowe Fund

Mortimer I. Strauss and Helen E. Strauss and Blanche New Memorial Fund

The Ignatz and Berta Sunshine FundC.F. Taplin Fund

Charles Farrand Taplin and ElsieH. Taplin Fund

Taw Family Salvation Army Endowment Fund

The Alma M. and HarryR. Templeton Memorial Fund

Henrietta Teufel Memorial Fund

The Katharine Holden Thayer Funds (3)

The John H. Thomas Fund

Allison John Thompson Memorial Fund

Amos Burt and Jeanne L. Thompson Fund

Chester A. Thompson Fund

Homer F. Tielke Fund

Maude S. Tomlin Memorial Fund

Mabelle G. and Finton L. Torrence Fund

Stephen E. Tracey and Helen Oster Tracey Fund

The Elizabeth M. and WilliamC. Treuhaft Fund

Jessie C. Tucker Memorial Fund

Isabelle Tumpach Fund

James H. Turner Fund

The Edward A. and Esther T. Tuttle Memorial Fund

Rufus M. Ullman Fund

Leo W. Ulmer Fund Christian and Sophia Vick Memorial FundMolly Agnes Voinovich Memorial Fund

Corinne T. Voss FundThe Homer C. Wadsworth Award

John F. and Mary G. WahlMemorial FundJessie MacDonald WalkerMemorial FundThe John Mason Walter and Jeanne M. Walter Memorial Funds (2)

Ella M. Walz Memorial Fund

Philip R. and Mary S. WardMemorial FundCornelia Blakemore WarnerMemorial Fund

Helen B. Warner FundMabel Breckenridge Wason Fund A

Mabel Breckenridge Wason Fund B*

Stanley H. Watson Memorial

Frank Walter Weide Fund

Harriett and Arthur Weiland Fund

The Harry H. and Stella B. Weiss Memorial Fund

Burt Wenger FundLeroy A. Westman Fund

George B. and Edith S. Wheeler Trust

Lucius J. and Jennie C. Wheeler Memorial Fund

Jane D. White Funds (2)Ethel and Richard Whitehill Funds (3)

Mary C. Whitney Fund

The Marian L. and Edna A. Whitsey Fund Edward Loder Whittemore Fund

Henry E. and Ethel L. Widdell Fund R.N. and H.R. Wiesenberger Fund

The John Edmund Williams Fund Teresa Jane Williams Memorial Fund

Whiting Williams Fund

Arthur P. and Elizabeth M. Williamson Funds (2)

James D. Williamson Fund

Ruth Ely Williamson Fund

The George H., Charles E., and Samuel Denny Wilson Memorial FundMarjorie A. Winbigler Memorial

H. Robert and Ann H. Wismar Fund

Edith Anisfield Wolf Funds (2)

The Benjamin and Rosemary Wolpaw Memorial Fund

The Women's General Hospital Fund Nelle P. Woodworth Fund

David C. Wright Memorial Fund

Edith Wright Memorial Fund

The Wulf Sisters Memorial Fund Herbert E. and Eleanor M. Zdara Memorial FundRoy J. Zook and Amelia T. Zook Fund

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

39

New Donor-Advisor Funds

Fund AmountcX'JrX-.pKD

Donor(s) Use of Income

Bennett Family Fund $50,000 Leigh and James E. Bennett III For the Foundation's public, charita­ble and educational purposes

The George W. Codrington Charitable Foundation Fund

$100,000 The George W. Codrington Charitable Foundation

For the Foundation's public, charita­ble and educational purposes

Ohio Attorney General Local Law Enforcement Fund

$87,948 Ohio Attorney General Betty D. Montgomery/ Friends of Ferguson

To assist local law enforcement in the Greater Cleveland area

Charles A. and liana Horowitz Ratner Fund

$50,250 Charles A. and liana H. Ratner For the Foundation's public, charita­ble and educational purposes

Total NewDonor-Advisor Funds 5288,198

Additions to Donor- /\dVISOr Funds Additions are gifts o f the donor-advisor unless otherwise noted.

Fund Amount Donor(s)

The Edward C. and Jane D. Bloomberg Fund

$10,963

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

$150,000 Cleveland Energy Resources

The Cleveland Foundation Special Fund No. 2

$25,000

The Donum Fund $623

The Lincoln Electric Fund for Excellence in Education

$25,000 The Lincoln Electric Foundation

The Mary B. Moon Fund $25,000

Charles J. and Patricia Perry Nock Fund

$50,000

Richard W. and Patricia R. Pogue Fund

$100,625

The Elizabeth and Ellery Sedgwick Fund

$69,568

Wipper Family Fund $25 In memory o f Catherine W. M unz: J. Mark and Jane C. Wipper

Total Additions to Donor-Advisor Funds $456,804

40

Established Donor-Advisor Funds

American Cancer Society, Ohio Division Incorporated, Cancer Research and Education Fund

The Ameritech Fund

Bennett Family Fund

The Edward C. and Jane D. Bloomberg Fund

Charles P. and Julia S. Bolton Fund

The Campopiano Family Fund

Alvah Stone and Adele Corning Chisholm Memorial Fund

The Funds for the City of Cleveland (3)

The Cleveland Foundation Special Fund No. 2

The Cleveland Foundation Special Fund No. 3

The Cleveland Foundation Special Fund No. 5

The Cleveland Foundation Special Fund No. 6

The George W. Codrington Charitable Foundation Fund

The Donum Fund

The James E. and Isabelle E. Dunlap Fund

The GAR Fund

The Garda Family Fund

Griswold Family Fund

Laura R. Heath Fund

Leaderson Fund

Eleanor M. Lewis FundThe Lincoln Electric Fund for Excellence in Education

Robert R. and Ann B. Lucas FundThe Thornton D. and Penny P. McDonough Family Fund

John P. McWilliams and Brooks Barlow McWilliams Fund

Andrea and Elmer Meszaros Fund

William A. and Margaret N. Mitchell Fund

The Mary B. Moon Fund

The Lindsay J. and David T. Morgenthaler Fund

Charles J. and Patricia Perry Nock FundOhio Attorney General Local Law Enforcement Fund

George J. Picha Fund

Richard W. and Patricia R. Pogue FundCharles A. and liana Horowitz Ratner Fund

F. James and Rita Rechin Fund

Stewart L. and Judith P. Rice Fund

William Hughes Roberts Fund

Roulston Family Funds (2)Rukosky Family FundThe Elizabeth and Ellery Sedgwick Fund

R.H. Smith Family FundThomas and Mildred Taylor Fund

Philip R. Uhlin FundPaul A. and Sonja F. Unger Fund

Wellman Philanthropic Fund

Harold L. and Patricia D. Williams Fund

Wipper Family Fund

The Wolpert FundThe Robert J. and Janet G. Yaroma Family Fund

Agency Endowment Funds

The Cleveland Foundation holds and manages the endowments for a number of nonprofit agencies in the Cleveland area, annually directing the income to these agencies for their unrestricted use. The following nonprofit organizations have established agency endowment funds at the Foundation. These funds may also receive the principal of community pooled income fund gifts after a donor’s lifetime. In 1996, new agency endowment funds and additions to existing funds totaled $199,970.

New Agency Endowment Funds

Fund Amount Donor(s)

Black Professionals Association Charitable Foundation Fund

$10,000 Black Professionals Association Charitable Foundation, Inc.

Federation for Community Planning Health and Human Services Fund

$10,000 Federation for Community Planning

Prevent Blindness Ohio Fund

$10,000 Prevent Blindness Ohio

Total New Agency Endowment Funds

$30,000

Additions to Agency Endowment Funds

Fund Amount Donor(s)

Aurora Schools Foundation Fund

$7,500 Aurora Schools Foundation

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

$11,220 St. James A.M.E. Church

The Catherine Horstmann Home Endowment Fund

$50,500 Through a gift to The Catherine Horstmann Home in memory of Martha Frantz Keane: The F.J. O'Neill Charitable Corporation

Through a gift to The Cleveland Foundation: The Catherine Horstmann Home

Lutheran Metropolitan Ministry Association Fund

$100,750 Through gifts to Lutheran Metropolitan Ministry Association: M. Roger and Anne M. Clapp, Lois J. Zalent, Daniel W. and Nancy A. Zerbey

Through gifts to The Cleveland Foundation: Daniel W. and Beatrice Feldman, Wallace C. and Dorothy Gilbert, L. Richard and Lynne D. Johnson, Timothy L. Nealon, J. Ward Pallotta, Raymond M. and Mary Louise Reisacher, Margaret F. Skelly, Arthur E. and Carolyn W. Van Dyke, Kathryn Ann Whiley

Total Additions to Agency Endowm entFunds $169,970

42

Established Agency Endowment Funds

American Red Cross, The Greater Cleveland Chapter Fund Aurora Schools Foundation FundBlack Professionals Association Charitable Foundation FundThe Children's Theatre Endowment FundThe Cleveland Hearing and Speech Center FundThe Cleveland Institute of Art FundCuyahoga County Public Library Endowment FundFederation for Community Planning Health and Human Services FundFriends and Members Endowment Fund of St. James A.M.E. ChurchGreater Cleveland Alumnae Chapter of Delta Sigma Theta Sorority, Inc. Endowment FundHathaway Brown School Endowment FundThe Catherine Horstmann Home Endowment FundHospice of the Western Reserve FundThe Intermuseum Conservation Association Endowment FundLesbian/Gay Community Service Center of Greater Cleveland FundLutheran Metropolitan Ministry Association FundOhio Humanities Council Endowment FundPrevent Blindness Ohio FundThe Benjamin Rose Institute FundThe Salvation Army of Greater Cleveland Endowment Fund The Endowment Fund for United Way Services

Project AccountsIn keeping with our philanthropic leadership role, we occasionally manage projects which we, and often other funders, support.

New Project Accounts

Fund Amount Donor(s) Use of Account

East Cleveland Youth Recreation

Education Governance Task Force

Ford Foundation Electronic Network

Total New Project Accounts

$30,000 Attorney General of the State of Ohio

$7,500 The George Gund Foundation

$74,000 The Ford Foundation

Athletic facilities, equipment or services to public or nonprofit groups and/or facilities

To assist with expenses related to the work of the Advisory Committee on Governance of the Cleveland Summit on Education

To support the development of an electronic information network of the Ford/Ohio minority teacher consortium

$111,500

Additions to Project Accounts

Fund Amount Donor(s)Community AIDS Partnership

$35 In memory of Charles Andrew Barber: Deborah McColloch

The Findlay-Hancock County Community Foundation

$4,000 Dick and Barbara Deerhake, Thomas B. Donnell, Mr. and Mrs. G. Norman Nicholson, Charles J. and Mariann D. Younger

Grantmakers Forum $3,300 BP Exploration & Oil Inc., The Cleveland-Cliffs Foundation, Greater Cleveland Growth Association

Grantmakers in Aging $5,300 Florence V. Burden Foundation, The Chicago Community Foundation

Neighborhood Preservation Initiative

$254,397 The Pew Charitable Trusts

The Starr Foundation $50,000 The Starr FoundationProgram

Total Additions ToProject Accounts $317,032

44

Supporting Organizations

The supporting organization enables a private foundation, family or individual to create a special fund at The Cleveland Foundation, taking advantage of our professional staff, administrative services and favorable tax status. The fund maintains its own grantmaking ability, investment objectives and board of trustees.

Eight supporting organizations were affiliated with The Cleveland Foundation in 1996, includ- ing two pioneers in the field: The Sherwick Fund, the nation’s first supporting organization, and The Treu-Mart Fund, the first supporting organization affiliated with both a community foundation and a Jewish community federation.

Supporting organizations in 1996 awarded $2,791,418 in grants. The grants listed are for general support unless otherwise noted.

The Alton F. and Carrie S. Davis Fund

Established in 1979 by Mary Jane Davis Hartwell Trustees: Mary Jane Davis Hartwell, Shattuck W. Hartwell Jr., M.D., John J. Dwyer, Sally K. Griswold, Harvey G. Oppmann

1996 GrantsApollo's Fire: The Cleveland Baroque Orchestra• Soloists' fees for performances of

Handel's Messiah (over two years)..................... $15,000

Dunham Tavern Museum Society of Collectors, Inc.• Construction of education center

on Dunham Tavern Museum grounds................... 2,500

Hopewell Inn, Inc.• Capital campaign ................................................. 7,500

Total Davis Fund G ra n ts .................................... S25.000

The City of Cleveland’s Cable Television Minority Arts and

Education Fund

Established in 1994Donor: Cablevision of ClevelandTrustees: Charles L. Patton Jr., William Patmon, DennisKnowles, Yvonne Pointer, Hilary S. Taylor, Rev. Elmo A. Bean,David G. H i, Michael J. Hoffmann, Steven A. Minter

1996 GrantsCleveland Minority Cable Channel, Inc.• Board training, development and assistance

by the Business Volunteerism Council(over two years).................................................... $5,000

The Cleveland Foundation (Inc.)• Activities and programs of the

Cleveland Minority Cable Channel................. 1,000,000

Total City of Cleveland's Cable TelevisionMinority Arts and Education Fund Grants . . $1,005,000

The Findlay-Hancock County Community Foundation

Established in 1992 as The Findlay-Hancock County Community Fund of The Cleveland Foundation Grantmaking focus: The City of Findlay and Hancock County

The Findlay-Hancock County Advisory CommitteeThe Hon. Allan H. Davis, ChairpersonG. Norman Nicholson, Vice ChairpersonRev. G. Terry BardLee R. LuffPatrick W. RooneyJudy RowerJames W. SpeckThe Hon. John P. StozichCharles J. Younger

Additions in 1996• New permanent funds.................................... $192,571• Additions to existing funds ................................ 43,779• Payments on prior year pledges.......................... 69,266• Total 1996 contributions.................................. 305,616*

• O f this amount, $69,266 represents payments against pledges made in a previous year which are not included in the current year's financial statements. The full pledge amount was recognized in the year the pledge was made.

45

New Permanent FundsJoseph R. and Westelle L. Browne Fund George H. Koepke and Helen K. Koepke Charitable

Remainder Unitrust The United Way of Hancock County Fund

Additions to Permanent FundsThe Pfeiffer Family FundG. (Bud) and Valerie Poole FundThe Thomas Richard Shoupe M.D. Scholarship FundLinda B. Ziegler Scholarship Fund

Additional GiftsFlorence G. Collins EstateFindlay Alumnae Chapter of Delta Zeta

Payments on Prior Year PledgesDr. and Mrs. Frederick C. AldrichRobert and Paula BeachCooper Tire and Rubber Company FundIvan W. and Dorothy GorrHancor IncorporatedGirard and Mera JettonKeyBankJames L. and Rebecca Kirk Dick and Lynn McCordMid American National Bank & Trust CompanyNational Lime and Stone CompanyThe Ohio BankOHM CorporationEsther OrndorffNik and Betsy PryJames and Eleanor Speck

Permanent Funds of theFindlay-Hancock County Community FoundationGertrude 0. Anderson Funds (2) of The Findlay-Hancock

County Community Foundation Bank One FundMr. & Mrs. Richard P. Barchent Fund Joseph R. and Westelle L. Browne Fund James F. and Mary Alys Brucklacher Charitable

Remainder Annuity Trust Cooper Tire and Rubber Company Fund Dick and Barbara Deerhake Fund Thomas B. Donnell Donor-Advisor Fund Fifth Third Bank of Northwestern Ohio Fund G. Richard & Beverly Fisher Fund Findlay Industries, Incorporated Fund The Findlay Publishing Company Fund Friends of The Findlay-Hancock County Public Library Fund Philip D. Gardner Fund Ivan and Dorothy Gorr Fund Hancor, Incorporated Fund George H. Koepke and Helen K. Koepke

Charitable Remainder Unitrust Marathon Oil Company Fund Dick and Lynn McCord Fund National Lime and Stone Company Fund Norman and Jane Nicholson Fund The Ohio Bank Fund OHM Corporation Fund G. Tom and Esther Orndorff Fund The Pfeiffer Family Fund

G. (Bud) and Valerie Poole FundThe Thomas Richard Shoupe M.D. Scholarship FundDr. Raymond and Jane Tille FundThe United Way of Hancock County FundDeborah Ruth Wall FundWhirlpool Corporation FundCharles J. Younger Donor-Advisor FundMariann D. Younger Donor-Advisor FundLinda B. Ziegler Scholarship Fund

1996 GrantsThe Cleveland Foundation (Inc.)• Operating budget of The Findlay-Hancock

County Community Foundation for 1996 ...........$2,265• Scholarship support from the Linda B. Ziegler

Fund to graduates of Findlay High Sch o o l.............1,000• Swim scholarship support from the Linda B. Ziegler

Fund to graduates of Findlay High School ............... 500• Scholarship support from the Thomas Richard

Shoupe, M.D. Fund to students pursuing studiesat accredited colleges................................................400

The Findlay-Hancock County Community Foundation• Consultant assistance for assessment

of scholarship administration .................................6,000

The Findlay Service League• Start-up support for the Kindergarten-Findlay

After and Before School Session program .............5,000

Friends of the Findlay-Hancock County Public Library• Program support and capital improvements.............103

Hancock County Agricultural Society• Feasibility study on relocating the fairgrounds . . . . 5,000

Total Findlay-Hancock County Community Foundation G ra n ts ..............................................S20.268

Goodrich Social Settlement

Affiliated in 1979Grantmaking interests: Goodrich-Gannett and Lexington-Bell neighborhood centersDonors: Robert R. Rhodes Testamentary Trust, Ellen Garretson Wade Memorial FundTrustees: S. Sterling McMillan III, Richard W. Pogue, David G. Hill (completed term March 1997), Ann L. Marotta, Michael J. Hoffmann (effective April 1997), Steven A. Minter Additions in 1996: $45,349

46

1996 GrantsGoodrich-Gannett Neighborhood Center . . . . $34,000

Lexington-Bel! Community Center ...................... 40,000• Operating loan .......................................................9,000

Total Goodrich Social Settlement G ran ts ........$83.000

The Higley Fund

Established in 1994 by Beverly G. and Albert M. Higley Jr. Trustees: Albert M. Higley Jr., Beverly G. Higley,James M. Delaney, Sally K. Griswold, Steven A. Minter Additions in 1996: $497,831

1996 GrantsAmerican Cancer Society, Cuyahoga County Unit• Hope Lodge .........................................................$5,000

American Red Cross, Greater Cleveland Chapter• Shelter trailer.........................................................10,000

Julie Billiart School• Tuition assistance for low-income students ...........7,500

Case Western Reserve University• Mildred S. Higley Scholarship Fund at

Mandel School of Applied Social Sciences.............7,500• Veale Convocation, Recreation and

Athletic Center (over four years )........................ 100,000

CLEAN-LAND, O H IO ................................................2,500

Cleveland Botanical Garden• "Green Corps" summer youth job training

initiative ................................................................. 5,000

The Cleveland Music School Settlement .............5,000

Cleveland Scholarship Programs, Inc.• Scholarship support for nontraditional students . . . 5,000

The Cleveland Society for the B lin d ......................2,500

Educational Television Association ofMetropolitan Cleveland, W V IZ-T V ........................2,500

The Free Medical Clinic of Greater Cleveland . . . 5,000

Friends of Project: LEARN, Inc.................................2,000

Goodrich-Gannett Neighborhood Center• Comprehensive program for 13-15 year

olds (over two years) ............................................10,000

Global Issues Resource Center• Marketing plan ...................................................... 3,000

Great Lakes Theater Festival• Education programs for students and adults .........5,000

The Greater Cleveland Community Shares• Intern/volunteer program.......................................3,000

Greater Cleveland Habitat for Humanity, Inc. . . . 3,500

Hopewell Inn, Inc.• Capital campaign ..................................................9,500

Hospice of the Western Reserve, Inc.• Strategic plan ........................................................ 5,000

The Musical Arts Association................................ 2,500

New Life C om m unity ............................................. 2,500

The Ohio State University Research Foundation, Columbus, Ohio• Cultivating Our Community urban gardening

program by OSU Extension Service: CuyahogaCounty (over two years).......................................10,000

The Parks System Trust Fund of Wheeling, West Virginia• General support of Oglebay Park ..........................5,000

Playhouse Square Foundation .............................. 2,500

The Salvation Army of Greater C leve lan d ........ 10,000

Therapeutic Riding Center, Inc.• Capital campaign ................................................. 2,500

University Circle Incorporated• Landbanking program ........................................... 5,000

Vocational Guidance Services• Specialized placement program for

the visually impaired ........................................... 13,000

The Western Reserve Historical Society• Phase III exhibits for the Charting

New Directions project.........................................10,000

Total Higley Fund G ra n ts ................................ $261.500

The McDonald Fund

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

No grants were made in 1996.

47

The Sherwick Fund

Affiliated in 1973John and Frances Wick Sherwin, founding donors Trustees: John Sherwin Jr., Heather Sherwin,James E. Bennett III, James M. Delaney, David G. Hill

1996 GrantsAlzheimer's Disease and Related Disorders Association, Inc.• Equipment and operating support

to electronically connect two offices................. $10,200

American Cancer Society, Cuyahoga County Unit• Hope Lodge ........................................................ 10,000

American Red Cross, Greater Cleveland Chapter• LifeSkills for Youth program ................................ 28,000

Julie Billiart School• Faculty in-service training program ..................... 10,000

Cleveland Ballet• Special Funds Goal (over two years) ................... 10,000

Cleveland Botanical Garden ................................ 2,700

The Cleveland Clinic Foundation• Research and Education Institutes

(over four years) ............................................... 450,000

The Cleveland Health Education Museumdba The Health M u seu m .......................................2,700

The Cleveland Initiative for Education• Operating support............................................... 15,000

The Cleveland Museum of A r t .............................. 2,700

Cleveland Museum of Natural H isto ry................. 2,700

Cleveland Public Radio - WCPN-FM• Research assistance on effectiveness

of programming ..................................................15,000

Cleveland Scholarship Programs, Inc......................2,700• Scholarship support for nontraditional students . . 10,000

Cleveland Zoological S o c ie ty ................................ 2,700• Introduction of trumpeter swans to the

state of Ohio (over five years).............................. 32,800

Dunham Tavern Museum Society of Collectors, Inc.• Construction of education center on

Dunham Tavern Museum grounds ........................2,500

Educational Television Association ofMetropolitan Cleveland, W V IZ-TV ........................2,700

Fine Arts Association ............................................. 2,700

The Foundation Center, New York, New York• Operating support for The Foundation

Center - Cleveland ................................................2,700

The Free Medical Clinic of Greater Cleveland . . 3,700

The Friends of the Cleveland School of the Arts• Transitional support for development program . . . 10,000

Full Circle Alternatives• Acquisition of larger facility ................................. 40,000• Consultant assistance..............................................3,000

Greater Cleveland Neighborhood Centers Association............................................................... 2,700

Hawken School• Start-up support for the Lincoln Reavis

Teaching Foundation for the Humanities(over five years ).................................................. 250,000

Health Hill Hospital for Children• Design and renovation of space

for a day hospital .................................................. 25,400

The Holden Arboretum ......................................... 2,700

Hopewell Inn, Inc.• Capital campaign.................................................. 15,000

Hospice of the Western Reserve, Inc.• Strategic plan ...................................................... 10,000

Kirtland Public L ib ra ry ............................................2,700

Lake County YMCA ................................................2,700

Lake Erie College• The Arthur S. Holden College Center ................. 25,000

The Musical Arts Association .................................2,700

Old Stone Historical Preservation Society, Inc.• Rededication Campaign for stone cleaning

and repairs of the Old Stone Church facade . . . . 10,000

Playhouse Square Fo u n d atio n .............................. 3,600

Preterm Cleveland, Inc............................................. 2,700

Towards Employment, Inc........................................2,700

United Negro College Fund, Inc. of Cleveland . . 2,700

United Way of Lake County, Inc........................... 10,300

United W ay Services.............................................. 25,000

The Western Reserve Historical S o c ie ty ............... 2,700

Total Sherwick Fund Grants ........................S1.073.100

48

s3Si& & 2_

The TreU'Mart Fund

Established in 1980 by William C. and Elizabeth M. Treuhaft as a supporting organization of both The Cleveland Foundation and The Jewish Community Federation of ClevelandTrustees: Arthur W. Treuhaft, Mary Louise Hahn, Rev. Elmo A. Bean (effective May 1996), Henry L. Zucker, Henry J.Goodman, Jerry V. Jarrett, Albert B. Ratner

1996 GrantsBerea Children's Home and Family Services• Evaluation of program for abused children

(over two years).................................................. $15,000

Julie Billiart School• Faculty in-service training program ........................7,500

Business Volunteerism Council• Services to nonprofit organizations......................10,000

Child Care Resource Center of Cuyahoga County dba Starting Point• Operating support and strategic plan ....................21,000

City Year Inc.• "Playground Build" project...................................10,000

Cleveland Botanical Garden• Horticulture internship program ............................ 6,250

Cleveland College of Jewish Studies• Presentation of "From the Ends of the Earth:

Judaic Treasures of the Library of Congress" . . . . 20,000

The Cleveland Initiative for Education• Operating support................................................10,000

Cleveland Opera• Children's opera based on Aesop's fables ........... 25,000

The Cleveland Play House• Presentation of "Anne Frank in the World"

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

Cornucopia, Inc.• Equipment for Nature's Bin

in Cleveland Heights ............................................ 20,000

Goodrich-Gannett Neighborhood Center• Comprehensive program for 13-15 year olds . . . . 10,000

Jewish Community Center of Cleveland• Operating support for Kaleidoscope

and Sibshops special needs projects(over two years).................................................... 30,000

Jewish Family Service Association of Cleveland, Ohio• Demonstration project for services to

victims of family violence (over two years)........... 85,000• Home delivered meals to frail elderly.................... 27,000

New Organization for the Visual Arts (NOVA)• Expansion of community-based Art

in Special Places programs.....................................6,800

The Ohio State University Research Foundation, Columbus, Ohio• Cultivating Our Community urban gardening

program by OSU Extension Service: CuyahogaCounty (over two years).......................................10,000

Total Treu-Mart Fund Grants ..........................S323.550

49

Financial

MUTUAL FUNDS 5%

FIXED INCOME 24%

T he financial markets of 1996, like those of 1995, continued to provide excellent returns

for The Cleveland Foundation. A t December 31, 1996, the assets were $1,021,004,865, a major milestone in our 83-year history.

The Foundation’s investment managers generated $36,267,382 of income from investments and $109,520,493 of net realized and unrealized gain. New gifts of $9,263,867 added new permanent funds of $7,054,490 and made $2,209,377 available for distribution in 1996. Together with miscellaneous income of $241,559 the revenues, gains and other support totaled $155,293,301 compared with $203,263,570 in 1995.

PROPERTY & OTHER INVESTMENTS 2%

CASH & SHORT TERM INVESTMENTS 7%

EQUITIES 62%

50

N et realized and unrealized gain was the most significant differ­ence between the past two years.Net realized and unrealized gain was $49,855,185 higher in 1995 than in 1996, a variance related primarily to the difference in returns for large cap domestic equities. Returns for the S& P 500 Index in 1995 were 37.6 percent, compared to 23.0 percent for 1996.

The Foundation’s assets contin­ued to be invested primarily in large cap domestic equities, which repre­sented 85.9 percent of the portfolio’s equity position and provided the highest returns of the major asset classes. We began the year with positions in equities and mutual funds totaling approximately 67 per­cent of the assets. A t year end, these positions were similar at 66 percent.

The Foundation implemented a spending policy in early 1996 with two long-term objectives: to maintain the purchasing power of the assets over time, and provide a consistent and steady stream of resources to the community. We will monitor the new policy’s effects during the short term to determine if the policy will be suc­cessful in attaining these objectives and if any modifications are necessary.

During 1996 we divided the Board of Trustees’ Investment and Development subcommittee to insure that adequate time was available to address both functions.

Highlights '96Investment income of

$36,267,382, combined with miscel­laneous income of $241,559 and $2,209,377 of gifts available for spending, provided $38,718,318 in resources to support the $38,538,213 of grants and expenses incurred in 1996. Expenses were $2,707,129 higher in 1996 than in 1995, with a 7 percent increase in grantmaking of $1,972,542. Trustee and invest­ment management fees combined with administrative expenses totaled $8,198,904- This amount represents approximately 80 basis points, or less than 1 percent of total assets.

The new Investment subcommittee, chaired by John Sherwin Jr., has assumed the role of monitoring the Foundation’s investment function and investment managers. We believe this step will strengthen asset management and better fulfill our stewardship of assets donated to the community.

51

Report of Independent Auditors

The Cleveland Foundation Board of Trustees and Distribution Committee, and Trustee Banks of The Cleveland Foundation

We have audited the accompanying statements of financial position of The Cleveland Foundation as of December 31, 1996 and 1995 and the related statements of activities and cash flows for the two

years then ended. These financial statements are the responsibility of the Foundation’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 of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. A n audit also includes assessing the accounting principles used and significant estimates made by man­agement, as well as evaluating the overall financial statement presentation.We believe that our audits provide a reasonable basis for our opinion.

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of The Cleveland Foundation as of December 31, 1996 and 1995 and the results of its activities and its cash flows for the two years then ended, in conformity with generally accepted accounting principles.

Cleveland, Ohio April 4, 1997

Statements of Financial Positionof The Cleveland Foundation

DECEMBER 31

1996 1995

Cash and cash equivalents $ 687,976 $ 643,754

Short-term investments 56,710,832 55,918,682Securities:

U.S. Government obligations BondsCommon and preferred stocks Common trust funds Common investment funds Mutual funds

21,415,05514,370,44169,447,4975,940,297

826,641,0639,601,263

20,251,84314,353,34765,600,7093,824,329

720,967,0748,486,501

947,415,616 833,483,803

Other investments 12,643,319 10,664,074

Property and other assets 3,547,122 2,031,739

$1,021,004,865 $ 902,742,052

Accounts payable and accrued expenses $ 3,049,708 $ 1,557,930

Grants payable 12,326,155 12,310,208

Net assets:Unrestricted:

For grantmaking purposes Board designated:

For administrative purposes Property

3,581,890

1,301,705888,429

3,289,530

1,183,840972,347

Total board designated 2,190,134 2,156,187

Total unrestricted 5,772,024 5,445,717

Temporarily restricted 250,878,685 235,817,875

Permanently restricted 748,978,293 647,610,322

1,005,629,002 888,873,914

$1,021,004,865 $ 902,742,052

See notes to financial statements.

of The Cleveland Foundation

r ~ -------------- YEAR ENDED DECEMBER 31, 1996 -

TEMPORARILY PERMANENTLYUNRESTRICTED RESTRICTED RESTRICTED

Received from donors $ 213,440 $ 1,995,937 $ 7,054,490

Dividend income 1,247,068

Interest income 212,566 4,969,427

Common trust fund income 28,826

Common investment fund income 22,457,596

Partial benefit fund income 7,351,899

Distribution of estate income 754

Other income 78,582 132,860 29,363

Net unrealized and realized investment gains 16,437,553 93,082,940

Net assets released resulting from satisfactionof donor and program restrictions 38,359,932 (38,359,932)

Total revenues, gains and other support 38,864,520 16,261,988 100,166,793

Trustee and investment management fees 3,728,992

Other expenses 32,682

Grants expensed 30,306,627

Administrative expenses:Grantmaking 1,886,684Philanthropic services 418,994Special projects 442,481Development 1,280,877Fund management 440,876

Total administrative expenses 4,469,912

Total expenses 38,538,213

Increase in net assets 326,307 16,261,988 100,166,793Transfers (1,201,178) 1,201,178Net assets at beginning of year 5,445,717 235,817,875 647,610,322

Net assets at end of year $5,772,024 $250,878,685 $748,978,293

See notes to financial statements.

Statements of Activities

1 I HTEMPORARILY PERMANENTLY

TOTAL UNRESTRICTED RESTRICTED RESTRICTED TOTAL

$ 9,263,867 $ 67,281 $ 1,440,289 $ 9,807,995 $ 11,315,565

1,247,068 1,694,342 1,694,342

5,181,993 126,813 4,733,687 4,860,500

28,826 922,106 922,106

22,457,596 17,825,333 17,825,333

7,351,899 6,903,520 6,903,520

754 71,668 71,668

240,805 115,294 179,564 294,858

109,520,493 7,708,500 151,667,178 159,375,678

36,326,073 (33,791,880) (2,534,193)

155,293,301 36,635,461 7,687,129 158,940,980 203,263,570

3,728,992 3,384,566 3,384,566

32,682 26,112 26,112

30,306,627 28,334,085 28,334,085

1,886,684 1,970,816 1,970,816418,994 415,784 415,784442,481 342,565 342,565

1,280,877 1,307,323 1,307,323440,876 49,833 49,833

4,469,912 4,086,321 4,086,321

38,538,213 35,831,084 35,831,084

116,755,088 804,377 7,687,129 158,940,980 167,432,486

179,036,356 (179,036,356)

888,873,914 4,641,340 49,094,390 667,705,698 721,441,428

$1,005,629,002 $5,445,717 $235,817,875 $647,610,322 $888,873,914

55

Statements of Cash Flowsof The Cleveland Foundation

YEAR ENDED DECEMBER 31

1996 1995

Increase in net assets $1 16,755,088 $167,432,486

Adjustments to reconcile increase in net assets to net cash used for operating activities:

Depreciation and amortizationNet unrealized and realized investment gains(Increase) decrease in other assetsIncrease in accounts payable and accrued expensesIncrease in grants payableContributions restricted for long-term investmentContributions of securities

209,254(109,983,882)

(1,621,289)1,491,778

15,947(9,050,427)(4,252,848)

219,117(158,887,963)

2,257,473753,633605,294

(11,248,284)(7,134,382)

Net cash used for operating activities (6,436,379) (6,002,626)

Purchase of property (103,342) (91,111)

Proceeds from maturities and sales of short-term investments, securities and other investments 261,502,160 691,702,168

Purchase of short-term investments, securities and other investments (263,968,644) (696,730,589)

Net cash used for investing activities (2,569,826) (5,119,532)

Proceeds from contributions restricted for: Investment in permanently restricted Investment in temporarily restricted

7,054,4901,995,937

9,807,995 1,440,289

Net cash provided by financing activities 9,050,427 11,248,284

Net increase in cash and cash equivalents 44,222 126,126

Cash and cash equivalents at beginning of year 643,754 517,628

Cash and cash equivalents at end of year $ 687,976 $ 643,754

See notes to financial statements.

56

Notes to Financial StatementsDecember 3 1 , 1 996 and 1995

A. OrganizationThe Cleveland Foundation is a not-for-profit organiza­tion established in 1914- The mission statement of The Cleveland Foundation is “to enhance the quality of life for all citizens of Greater Cleveland, now and for genera­tions to come, by building community endowment, addressing needs through grantmaking and providing leadership on key community issues.”

B. Significant Accounting PoliciesThe financial statements include the accounts of The Cleveland Foundation (“charitable corporation”), The Greater Cleveland Foundation, The Cleveland Foundation (“community trust,” approved by Resolutions of Trust) and affiliated supporting organizations: The City of Cleveland’s Cable Television Minority Arts and Education Fund, The Davis Fund, The Findlay-Hancock County Community Foundation, The Goodrich Social Settlement Fund, The Higley Fund, The McDonald Fund and The Sherwick Fund. The supporting organizations were established under the provisions of Section 509(a)(3) of the Internal Revenue Code. The Cleveland Foundation is responsible for expenditures of these supporting organiza­tions for specific charitable purposes. Interorganizational transactions and accounts have been eliminated.

The Cleveland Foundation reports gifts of cash and other assets as restricted support when they are received with donor stipulations that limit the use of the donated assets. When the intent of the donor is that the assets are to remain in perpetuity, the assets are reported as permanently restricted, subject to the donations covered by the spending policy (see Note C ). The investment income generated by these assets (excluding net unreal­ized and realized investment gains and losses) is reported as temporarily restricted until the program restriction of the donor is fulfilled. When a donor restriction expires, that is, when a stipulated time restriction ends or pro­gram restriction is accomplished, temporarily restricted net assets are released to unrestricted net assets and reported in the statement of 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. In accordance with the Resolutions of Trust, permanently restricted net assets may be released to unrestricted net assets in certain limited circumstances. N et assets are released from donor restrictions by incur­ring expenses including grants authorized that satisfy the restricted purposes or by occurrence of other events spec­ified by donors.

The Cleveland Foundation considers all highly liquid instruments purchased with a maturity of three months or less to be cash equivalents. Cash and cash equivalents consist of demand deposits and repurchase agreements, respectively.

The preparation of financial statements in conformity with generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reported period. Actual results could differ from the estimates.

Certain 1995 amounts have been reclassified to con­form to 1996 classifications.

C. Adoption of Spending PolicyEffective January 1, 1996, The Cleveland Foundation adopted a spending policy to calculate the amount of grantmaking dollars available each year. The spending policy was developed in collaboration with The Cleveland Foundation’s trustee banks. The spending policy calculates the current year’s grantmaking dollars by a formula combining a percentage of “prior year” available dollars with the market performance of investments over the previous 12 quarters. A s a result of adopting the spending policy as of December 31, 1995, The Cleveland Foundation transferred approximately 20 percent of permanently restricted net assets to temporarily restricted net assets.

57

D. Securities and Other Investments E. Partial Benefit FundsSecurities and other investments are reported at their market value. Securities traded on a national securities exchange are valued at the last reported sales price on the last business day of the year; investments traded in the over-the-counter market and listed securities for which no sale was reported on that date are valued at fair value based upon the most recently reported bid prices. Short-term investments are valued at cost which approximates market. Certain other investments are valued at fair value as determined by The Cleveland Foundation or its trustee banks.

The Cleveland Foundation adopted SFA S No. 124, Accounting for Certain Investments Held by Not-for-Profit

Organizations effective January 1, 1996. The provisions of this statement require that marketable securities be mea­sured at fair value. As The Cleveland Foundation cunently reports securities at their market value, the adoption of the statement did not have a material impact on the statement of financial position or statement of activities.

Realized and unrealized investment gains or losses are determined by comparison of asset cost to net proceeds received at the time of disposal and changes in the differ­ence between market values and cost, respectively. These amounts are reflected in the financial statements as net unrealized and realized gains or losses.

The Cleveland Foundation has established four com­mon investment funds which allow for the commingling of various trust assets into common investment funds. The common investment funds are maintained at three sepa­rate trustee banks, and investment in the funds is limited only to the trust funds of The Cleveland Foundation. In1995 and 1996, The Cleveland Foundation substantially completed its transfer of securities maintained in individ­ual trust funds to the common investment funds.

Market value of investments held by the common investment funds consists of the following:

i------- DECEMBER 31-------- ,

1996 1995

Short-term investments $ 10,719,022 $ 19,892,008

U.S. Government obligations 141,575,408 118,753,899

Bonds 68,685,789 50,026,928

Common and preferred stocks 462,698,713 462,376,575

Common trust funds 128,044,274 67,986,063

Mutual funds 13,743,069 777,723

Other investments 1,174,788 1,153,878

$826,641,063 $720,967,074

Partial benefit funds generally provide, each in varying amounts, for payment of annuities to certain individuals, trustees’ fees and other expenses of the trusts, prior to payment of the balance of the income to The Cleveland Foundation (“community trust” ). The total market values of partial benefit funds are included in the accom­panying statements since The Cleveland Foundation (“community trust”) ultimately will receive the entire income of such funds. In 1996, The Cleveland Foundation (“community trust” ) received approximately 83 percent (83 percent in 1995) of the aggregate income of the various partial benefit funds. The market value of partial benefit funds was $245,864,622 at December 31,1996 ($217,012,594 at December 31, 1995).

F. GrantsUnconditional grants expensed are considered incurred at the time of approval by the Board of Trustees and Distribution Committee. Grants approved by the Board of Trustees and Distribution Committee that are payable upon the performance of specified conditions by the grantee are not reflected in the accompanying statements of activities until the specified conditions are satisfied.

The following summarizes the changes in grants payable:

1996 1995

Grants payable at beginning of year $12,310,208 $11,704,914

Unconditional grants expensed 30,306,627 28,334,085

Payments made (30,290,680) (27,728,791)

Grants payable at end of year $12,326,155 $12,310,208

Grants payable at December 31, 1996 are scheduled to be disbursed as follows:

1997 - $8,413,2121998 - $2,376,9121999 - $1,182,033

2000 and thereafter — $ 354,000

In 1996, The Cleveland Foundation authorized grants in the amount of $30,926,736 ($27,435,756 in 1995) of which $3,434,901 ($1,900,378 in 1995) were conditional and are not reflected in the accompanying financial statements. The Cleveland Foundation had authorized conditional grants of $7,422,800 and $8,438,754, at December 31, 1996, and 1995, respectively.

58

G. Administrative ExpensesAdministrative expenses, as reported on the statements of activities, consist of the following:

1996I

1995

Salaries $2,188,636 $2,025,948

Employee benefits 336,910 327,339

Occupancy and office expense 733,704 670,710

Professional and consulting fees and staff expenses 800,752 526,071

Other 409,910 536,253

$4,469,912 $4,086,321

H. Supporting OrganizationsTotal assets of the supporting organizations which are included in the statement of financial position are comprised of the following:

I. Operating LeasesThe 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 $320,883 ($322,357 in 1995). Future minimum rental payments at December 31, 1996, under the non-cancelable operating lease are as follows:

1997 $304,4651998 - $310,4441999 - $316,6812000 - $323,1222001 - $329,562

thereafter - $606,300

J. Retirement PlanThe Cleveland Foundation has a defined contribution retirement plan, based upon specified percentages of salary, for all employees. Retirement plan expense for 1996 was $177,371 ($169,799 in 1995). All contributions under the plan are funded and vest with employees as made.

DECEMBER 31 -------

1996 1995

The City of Cleveland's Cable Television Minority Arts and Education Fund $ 4,248,321 $ 4,563,602

The Davis Fund 1,516,796 1,301,644

The Findlay-Hancock County Community Foundation 1,974,870 1,434,448

The Goodrich Social Settlement Fund 1,431,417 1,282,078

The Higley Fund 3,498,016 2,742,295

The McDonald Fund 1,272,382 1,304,631

The Sherwick Fund 20,425,253 17,649,261

$34,367,055 $30,277,959

K. Income TaxesThe Internal Revenue Service has ruled that the charita­ble corporation, The Greater Cleveland Foundation, the community trust and each of the supporting organizations qualify under Section 501(c)(3) of the Internal Revenue Code as tax-exempt organizations.

The Treu-Mart Fund is a supporting organization of both The Cleveland Foundation and the Jewish Community Federation of Cleveland. Financial transactions and account balances of The Treu-Mart Fund are not included in these financial statements. Market value of investments held by The Treu-Mart Fund at December 31, 1996 totals $13,825,288 ($12,586,337 at December 31, 1995).

59

Investment Managers

Trustee BanksBank One Ohio Trust Company, NA600 Superior Avenue Cleveland, OH 44114-0183

First National Bank of Ohio123 West Prospect Avenue Cleveland, OH 44115-1070

The Huntington Trust Company, NA917 Euclid Avenue Cleveland, OH 44115

Key Trust Company of Ohio, NA127 Public Square, 17th Floor Cleveland, OH 44114-1306

National City Bank1900 East Ninth Street Cleveland, OH 44114-3484

Non-Trustee Investment ManagersGries Financial Corporation1801 East Ninth Street, Suite 1600 Cleveland, OH 44114-3100

The Investment Fund for FoundationsP.O. Box 5165 Charlottesville, VA 22905

McDonald & Company Securities, Inc.800 Superior Avenue, Suite 2100 Cleveland, OH 44114

Merrill Lynch Trust CompanyOne Cleveland Center 1375 East Ninth Street Cleveland, OH 44114-1798

Roulston & Company, Inc.4000 Chester Avenue Cleveland, OH 44103

Stein Roe & Farnham, incorporatedThe Galleria & Tower at Erieview 1301 East Ninth Street, Suite 1414 Cleveland, OH 44114

Findlay Area Investment ManagersA. G. Edwards & Sons, Inc.108 East Sandusky Street Findlay, OH 45840

Bank One Ohio Trust Company, NA500 South Main Street Findlay, OH 45840

Fifth Third Bank of Northwestern Ohio, NA337 South Main Street Findlay, OH 45840

Key Trust Company of Ohio, NA418 South Main Street Findlay, OH 45840

McDonald & Company Securities, Inc.400 South Main Street Findlay, OH 45840

Mid American National Bank & Trust Company127 East Main Cross Findlay, OH 45840

The Ohio Bank236 South Main Street P.O. Box 300 Findlay, OH 45839

The Peoples Banking Company301 South Main Street Findlay, OH 45840

Grant EligibilityWe make most of our grants to tax- exempt, private agencies classified as 501(c)(3) organizations, public chari­ties under the law. We make some grants to governmental agencies, but we do not make grants to individuals.

We look for creative projects designed to meet community needs, address public policy priorities, or test new ideas. We award grants in six program areas: civic affairs, cultural affairs, economic development, edu­cation, health and social services.

In general, the programs we consider for support are in Greater Cleveland or will directly benefit Greater Cleveland residents. Some agencies or interests in other communi­ties may be eligible for grants if a donor has directed that they be supported with income from his or her gift.

We ordinarily do not support endowments, membership drives or fundraising projects, travel when it is the proposal’s primary focus, or publi­cations and videotapes unless they fall within a promising project. Because the Foundation is nonsec- tarian, we do not support religious organizations for religious purposes.

Grant PeriodsMost grants are one-year awards. Multi-year grants undergo a perfor­mance review at the end of each year before we release funds for the following year.

The ProcessThe appropriate program officer and the associate director thoroughly review your proposal and prepare a written evaluation. A subcommittee of the Board of Trustees considers the proposal and makes a recommenda­tion to fund, decline or defer it. The full Board then takes final action.

ApplyingFor a Cleveland

oundation Grant

First-Time GrantseekersFirst, contact the Foundation for a copy of Guidelines for Grantseekers,

a booklet with helpful information about preparing a grant proposal. We recommend you then send a letter, including information on your project and whom it will benefit, to the asso­ciate director’s attention. Our staff is eager to help grantseekers prepare good proposals, and may arrange to talk informally before the grant appli­cation process begins.

Write your full proposal clearly and simply. Include information on your agency’s background, the project you propose, plans for implementa­tion, plans to continue the work after the funding period, evaluation plans and a detailed project budget.

DeadlinesIn order for us to give each proposal the time and attention it deserves, deadlines for full proposals fall approximately three months prior to the quarterly Board meetings.

Full Proposal Deadline

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 PeriodWe 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 of the project’s effectiveness.

61

Total 1996 Grant Authorizations

Percentage of Total Grants and Program-Related

Investments Authorized

Civic Affairs 6% $ 2,171,572

Cultural Affairs 19 6,739,134Economic Development 5 1,894,313Education 15 5,352,744Health 17 5,935,784Social Services 13 4,801,922Geographic Funds 2 784,489Special Philanthropic Services 1 436,895Other Disbursements 14 4,810,665Supporting Organizations 8 2,791,418

Total 100% $35,718,936tt

Grants listed in this report represent the total authorizations made in 1996. Within these authorizations, in certain instances, the grant is contingent upon action by the grantee and thus is not recognized in the financial state­ments until the condition is met.

Civic Affairs Grants

Cleveland Botanical Garden• "Green Corps" youth summer job

training initiative ................................................ $20,900

City of Cleveland• Legal assistance by Cleveland Municipal Court

to elderly, mentally ill and indigent homeownersliving in substandard housing (over 15 months) . . 30,000

• Retreat for members of Task Force on Blackon Black Crime .......................................................5,000

• Staff training and development needs assessmentstudy of Cleveland Municipal Court .................... 37,600

Cleveland Development Foundation• Holiday lighting at Public Square............................ 5,000

Cleveland Housing Network, Inc.• Maintenance assessment of housing developed

for low-income families ....................................... 30,500

Cleveland Neighborhood Development Corporation• Staff support for education programs................. 37,500

Cleveland Ohio Lecture Series, Inc.• Marketing plan for Town Hall Cleveland to

diversify its audience (over three years) ............... 15,000

Cleveland Restoration Society• Lighting steeples of religious institutions visible from

Interstate 71 on the southwest side of Cleveland . . 5,000• Neighborhood Historic Preservation Program . . . . 51,000• Renovation of the Sarah Benedict House........... 100,000

Cleveland State University Foundation, Inc.• Analysis of Ohio metropolitan zoning patterns

by the Maxine Goodman Levin College ofUrban Affairs........................................................... 7,555

• Minority Internship Program by the OhioCity Management Association .............................. 4,224

Cleveland Tenants Organization• Local council of tenant organizations in

subsidized housing ..............................................22,144

The Cleveland Tomorrow Project, Inc. dba Cleveland Tomorrow• Update of the Civic Vision 2000 Downtown Plan . . 55,000

Cleveland Works, Inc.• Computer training program ...................................4,700• Pre-Trial Diversion and Alternative

Sentencing project................................................ 40,000

Committee for Public Art• Neighborhood public art projects ........................ 40,000• Public art and design plan for downtown

Cleveland ............................................................. 60,000

Cuyahoga County Bar Foundation• Public Servants Merit Award Luncheon

(over three years)....................................................2,700

Cuyahoga Valley Association, Peninsula, Ohio• Cleveiand-area participation in Cuyahoga

Valley Environmental Education C en te r............... 30,000

Downtown Development Coordinators• Economic and design analysis of Euclid Avenue . . 50,000• Presentation materials for the Urban Land

Institute Conference ............................................. 5,000

Dunham Tavern Museum Society of Collectors, Inc.• Education center on grounds of the

Dunham Tavern M useum ..................................... 20,000

The Earth Day Coalition• EarthFests in 1997 and 1998 (over two years) . . . 14,000

El Barrio Incorporated• Job counselor (over three years) .......................... 24,838

Environmental Health Watch• Programs for parents of lead-exposed children . . . 25,941

Euclid Community Concerns• Staff support........................................................ 11,475

Forest Hill Park Conservancy• Study of public/private park partnerships.............17,245

Greater Cleveland Habitat for Humanity, Inc.• Urban Initiative Program....................................... 40,000

Greater Cleveland Roundtable• Film on a local community's integration efforts . . . 77,692

Greater Kansas City Community Foundation, Kansas City, Missouri• Development of foundation consortium for the

Empowerment Zone program (over three years) . . 30,000

Hard Hatted Women of Cleveland, Inc.• Pre-apprenticeship training program

(second year)........................................................ 17,500

Heights Community Congress• Fair housing monitoring and diversity training

for Cleveland Heights-University Heights CitySchool District students (over two years )............. 32,000

The Historic Gateway Neighborhood Corporation• Development activities to stimulate creation

or adaptive reuse of area buildings forresidential purposes (over two years)................... 50,000

63

Civic Affairs continued

INFORM, Inc., New York, New York• Waste reduction program at four Northeast

Ohio colleges ...................................................... 15,000

Lake Erie Nature and Science Center• Development of a resource center

for teachers and students.....................................31,000

League of Women Voters of Cleveland Educational Fund, Inc.• Citizen Initiatives for the 21st Century Program . . 51,260

League of Women Voters of Ohio,Columbus, Ohio• County government education project ................. 5,000

Lutheran Housing Corporation• East Cleveland Housing Program (over two years) . . 120,000

Maingate Business Development Corporation• Project linking businesses in the Maingate

area with job-ready neighborhood residents . . . . 10,268

National Forum for Black Public Administrators, Washington, D.C.• Local broadcast of national teleconference

on affirmative action ............................................. 3,500

National Urban Fellows, Inc., New York, New York• National Urban Fellow in City of Cleveland

administration (over two years)............................ 30,000

Neighborhood Funders Group, McLean, Virginia• Annual conference in Cleveland............................ 5,000

Neighborhood Progress, Inc.• Brownfield Action P lan ......................................... 37,500• Home repair planning project.............................. 20,000

The Newcomen Society of the United States, Exton, Pennsylvania• Annual dinner honoring the City of Cleveland . . . 20,000

Northeast Ohio Areawide Coordinating Agency• Regional retail market analysis ............................ 36,200

Ohio CDC Association, Columbus, Ohio• Individual Development Account project

to help low-income people accumulate savings(over two years).................................................... 30,000

The Old Stone Foundation• School-to-Work Transition Program........................8,000

Public/Private Ventures, Philadelphia, Pennsylvania• Assessment of two community-based employment

programs in Cleveland neighborhoods ............... 95,509

River Run Arts-Earth Studies, Inc., Peninsula, Ohio• Scholarships to campers from Cleveland

for the 1996 summer session . . .............................

Shaker Lakes Regional Nature Center• Public awareness initiative ...................................

Substance Abuse Initiative of Greater Cleveland• Neighborhood Safe Zone project ........................ 60,000

Towards Employment, Inc.• Executive leadership transition ............................ 10,833

Vocational Guidance Services• Welding skills training pilot program.................... 50,000

Total Board Designated G ran ts .................. $1,674,584

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

Cleveland Zoological Society ...............................$134

Geauga Park District............................................... 670

The Women's City Club of Cleveland• Educational lectures .................................................. 594

Total Donor Designated G ran ts .............. .. $1.398

Donor Advised GrantsGrants are for general support unless otherwise noted.

CLEAN-LAND, OHIO ............................................. $500• 1996 spring planting program ............................ 78,265

Cleveland Bicentennial Commission• Great Lakes Science Center's Gala ........................1,000

City of Cleveland• Bulletproof vests for the police cadet class

of 1996 ............................................................... 61,275

Cleveland Development Foundation• Greater Cleveland Growth Association......................600• Jobs and Workforce Initiative by Greater

Cleveland Growth Association .......................... 300,000

Cleveland Restoration Society ...............................500

Crime Stoppers of Cuyahoga County, Inc................ 250

The Daily Planet, Inc., Richmond, V irg in ia .......... 2,000

Dunham Tavern Museum Society of Collectors, Inc.• Educational Center ................................................5,000

64

Cultural Affairs Grants

English-Speaking Union of the United States,New York, New York• Patron Fund for Excellence in English at the

Cleveland Branch..................................................1,000

Friends of Shaker Square, Inc................................1,000

Greater Cleveland Habitat for Humanity, Inc..........300

Greater Cleveland Roundtable...............................750

The Holden Arboretum ....................................... 1,000

The Institute for Creative Living• Design and installation of challenge course..........7,500

Lake Metroparks ................................................. 1,000

Metropolitan Richmond Habitat forHumanity, Inc., Richmond, Virginia .................... 1,000

The Nature Conservancy, Arlington, Virginia• Charlottesville office ........................................... 1,000

The Ohio State University Foundation,Columbus, Ohio• Cultivating Our Community program by the

OSU Extension Service: Cuyahoga County(over two years)....................................................7,500

Our Croatia, Inc.• Cleveland International Program placements

at Croatian Heritage Museum and Library............ 2,400

Tall Timbers Research, Inc.,Tallahassee, Florida ........................................... 10,000

Towards Employment, Inc..................................... 3,750

University Circle Incorporated .............................8,000

Total Donor Advised G ran ts...........................$495.590

__________________________ ____________________________________

Total Civic Affairs Grants $2,171,572

Board Designated, Donor Designated and Donor Advised

Apollo's Fire: The Cleveland Baroque Orchestra• Staff support and artistic costs for the 1996-97

season ...............................................................$12,500

Centro Cultural Hispano de Cleveland, Inc.• Program and staff support...................................15,000

Cleveland Ballet• Recovery plan .................................................... 200,000• Staff support and dancer contracts and

apprenticeships in the 1996-97 season ............. 150,000

Cleveland Center for Contemporary Art• Adult education programs ................................... 30,000

Cleveland College of Jewish Studies• Educational and outreach activities for the

traveling exhibit "From the Ends of the Earth:Judaic Treasures of the Library of Congress" . . . . 15,000

The Cleveland Cultural Coalition• Initiative for Cultural Arts Education (ICARE)

program for the Cleveland Public Schools(over two years).................................................. 250,000

• Operating support and strategic plan ................. 60,000

The Cleveland Education Fund• Transition of the Excellence in Music

Project from the Cleveland School of the Arts . . . 42,500

The Cleveland Foundation (Inc.)• Civic Study Commission on the Performing

Arts staff, consultants, report and relatedactivities (second y e a r ) .......................................210,000

• Debt reduction for Great LakesTheater Festival .................................................. 300,000

• Operating and artistic support for KaramuHouse, Inc. in the 1996-97 season ................... 100,000

• Principal distribution from the LeonardC. Flanna Trust to Karamu Flouse, Inc. fordebt reduction.................................................... 250,000

The Cleveland Institute of Art• Diversity training for faculty and curriculum

redesign for broad cultural inclusiveness ............. 54,000

Cleveland Opera• Bridge funding for expansion of contributed

income base ...................................................... 100,000• Market research project by Opera America ...........2,630• Production of Gounod's Faust in the

1996-97 season..................................................150,000

Cleveland Performance Art Festival, Inc.• Marketing and membership outreach plan ........ 20,000

65

Cultural Affairs continued

The Cleveland Play House• "Anne Frank in the World" touring exhibition

in collaboration with The National Conference . . . 45,000• Consultant assistance for long-range p la n ...........10,000• Production of Jean Anouilh's Antigone .............150,000

Cleveland Public Library• Design and fabrication of new gates for

the Eastman Reading Garden by artistTom Otterness.................................................... 200,000

Cleveland Public Theatre, Inc.• Audience development, mailing list restructuring

and Festival of New P lays ..................................... 20,000• Strategic plan ........................................................ 5,000

Cleveland Signstage Theatre, Inc.• Artistic director succession and subscription

outreach program for the deaf community ........ 25,000

Cleveland State University Foundation, Inc.• New position of assistant director for the

Art Gallery .......................................................... 20,000• Rehearsal and performance of a Cleveland

Chamber Symphony concert of music bycomposer George W alker.....................................15,000

• Remounting of The Last Dance at Euclid Beachfor the annual Euclid Beach Park Days ................. 2,000

• Saturday in the Studio and selected dance performances at Cain Park by CSUDance Program ....................................................13,629

• Strategic plan for the Cleveland ChamberSymphony...............................................................2,000

Cultural and Educational Institute for Boricua Advancement• Staff support for the Julia de Burgos

Cultural Arts Center (second year) ..................... 15,000

Cuyahoga Community College Foundation• Commission of new dance by choreographers

Heinz Poll and V.P. Dhananjayan basedon Rudyard Kipling's Jungle Book:The Adventures of M ow gli................................... 25,000

• Community outreach activities of the 1997Tri-C JazzFest........................................................ 37,500

• Educational and community outreach activitiesof the 1996 Tri-C JazzFest ................................... 37,500

DA/VCECLEVELAND• Artistic and subscription marketing support

for Donald Byrd/The Group in 1996-97 season . . . 31,000

Duffy Liturgical Dance Ensemble• Artistic costs for concert in collaboration with

the Kankouran West African Dance Company . . . . 5,000

Grantmakers in the Arts, New York, New York• Operating support..............................................

Great Lakes Theater Festival• Bridge support during organizational

restructuring ...................................................... 50,000• New alliance with Playhouse Square

Foundation ...................................................... 300,000• Production of Shakespeare's Antony and

Cleopatra in the 1996-97 season ..................... 200,000

Jewish Community Center of Cleveland• Israeli Film Festival (second year)...........................5,000

Lyric Opera Cleveland• Artistic support for the 1996 season.....................5,000• Artistic support and marketing for the

1997 season ...................................................... 48,000

Metropolitan Opera National Council Auditions• District Council Auditions (second year)................ 3,000

The Musical Arts Association• Annual fund, education, outreach and capacity-

building objectives of The Cleveland Orchestra'sLegacy Campaign (over three years).............. 2,000,000

New Organization for the Visual Arts (NOVA)• "NOVA is Members" membership campaign . . . .21,156

Northeast Ohio Jazz Society• Jazz on Wheels and Jazz on the Circle concert

series (second year) ........................................... 16,360

Ohio Chamber Orchestra Society• Twenty-fifth anniversary concert season and

professionalization of staff and operations ........ 35,000

Playhouse Square Foundation• Educator's Open House and Showcase ................ 5,000• Fine arts-related activities and collaborative

work with resident companies ......................... 100,000

Poets' League of Greater Cleveland• Writers' Showcase............................................... 9,300

The Repertory Project• Strategic plan ......................................................2,000

SPACES• Operating support for 1996-97

exhibition season............................................... 40,000

The Western Reserve Historical Society• Exhibits for Charting New Directions program

(over 26 months)............................................. 300,000

66

Young Women's Christian Association of Cleveland• Artistic support for design and construction of

artistic time capsule by Women Celebrating theBicentennial ...........................................................5,000

Total Board Designated G ran ts .................. $5.769.075

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

The Beck Center for the Cultural Arts, Inc......... $6,573

Cleveland Ballet ......................................................110

Cleveland Health Education Museumdba The Health M useum ..................................... 3,623

The Cleveland Institute of M usic .........................4,881

The Cleveland Museum of A r t .........................108,847• Purchase of objects of art exhibited at the

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

The Cleveland Museum of Natural History . . . 200,895

Cleveland O p e ra ......................................................111

The Cleveland Play House ...................................8,259• Experimental or dramatic w ork .............................1,565

Educational Television Associationof Metropolitan Cleveland, W VIZ-TV.................... 110

Intermuseum Conservation Association............ 17,254

Karamu House, Inc.............................................123,720

La Mesa Espanola• Jessie C. Tucker Memorial Program .........................500

The Musical Arts Association• The Cleveland Orchestra ................................... 83,666

Oglebay Institute, Wheeling, West Virginia• Cultural and educational activities at

Oglebay Park....................................................114,723

Playhouse Square Foundation• Operating support of Discovery Children's

Theatre Series ......................................................7,000

The Western Reserve Historical Socie ty .............. 4,992

Total Donor Designated G ran ts .................... $687,329

Donor Advised GrantsGrants are for general support unless otherwise noted.

Access to the Arts ................................................$1,000

Case Western Reserve University• Friends of Eldred Theatre ......................................... 500

Central Virginia Educational Telecommunication Corporation, WCVE-FM, Richmond, Virginia . . . . 1,000

Chautauqua Foundation, Chautauqua,New Y o r k .................................................................2,000

Cleveland B a l le t ...................................................... 3,500

Cleveland Botanical Garden ................................ 1,000

Cleveland Center for Contemporary A r t .............1,000

The Cleveland Institute of A r t .............................. 5,500

The Cleveland Institute of M u s ic ..........................7,500• Art Song Festival....................................................1,000

The Cleveland Museum of A r t ............................13,861• Endowment fund ..................................................1,000• Department of Musical Arts .....................................725

The Cleveland Museum of Natural History ........ 3,000• Reinberger Hall of Earth and Planetary

Exploration .......................................................... 20,000• J. Mary Taylor Fund ................................................5,000

The Cleveland Music School Settlement .............5,363• Early Childhood Library .......................................10,000

Cleveland Opera ....................................................1,500

The Cleveland Play House .....................................6,500

Cleveland Public Radio, WCPN• 1997 Community Connection Pro ject................... 2,500• Increased capacity of newsroom operations........ 84,200

Cleveland Women's City Club Foundation• Cleveland Arts Prize ..................................................250

Commonwealth Players, Inc. dba TheatreVirginia, Richmond, Virginia ................................ 1,500

Educational Television Association ofMetropolitan Cleveland, W V IZ-TV ........................1,250

Fine Arts Association ............................................. 2,000

Friends of the Cleveland School of the Arts . . . . 5,361

Friends of the Greenhouse ...................................2,000

Great Lakes Theater Festival ................................ 7,500

67

EconomicDevelopment Grants

Cultural Affairs continued

The Holden Arboretum ......................................... 2,500

Jewish Community Center of Cleveland• Israeli Film Festival I I ................................................1,000

The Lake View Cemetery Foundation......................500

Metropolitan Opera Association, Inc.,New York, New York• National Council ....................................................1,000• Patron Program...................................................... 3,000

Musart Society• Organ console project ......................................... 10,000• Stage console for the Holtkamp organ ................. 2,500

Music & Performing Arts at TrinityCathedral, Inc............................................................1,000

The Musical Arts Association• Emily Blossom Endowment Fu n d .............................. 500• The Cleveland Orchestra .....................................11,000• Education fund ...................................................... 7,941

Ohio Chamber B a l le t ............................................. 9,938

Playhouse Square Fo un datio n ............................13,341• Renovation of the Allen Theatre............................7,500

Science Museum of Virginia Foundation, Inc., Richmond, Virginia ................................................1,000

Theatre IV, Richmond, Virginia ............................1,000• Capital campaign...................................................... 500

West Side Ecumenical Ministry• Summer children's theatre cam p............................5,000

The Western Reserve Historical S o c ie ty ...............1,000

Young Audiences of Greater Cleveland, Inc.• In-school programs ................................................5,000

Total Donor Advised G ra n ts ............................ $282.730

__________________________ ____________________________________

Total Cultural Affairs Grants $6,739,134

Board Designated, Donor Designated and Donor Advised

Cleveland Advanced Manufacturing Program• Manufacturing Learning Center (fourth year) . . $100,000

Cleveland Development Foundation• Analysis of Northeast Ohio's economy

by Greater Cleveland Growth Association ......... 200,000

Cleveland Enterprise Group• Capital investment for ShoreBridge

fund to finance establishment ofminority-owned businesses................................. 100,000

• Analyzing the biomedical device value chain . . . . 30,000

The Cleveland Foundation (Inc.)• Assessment of Cleveland Industrial

Retention Initiative................................................15,000

Cleveland Neighborhood Development Corporation• Cleveland Industrial Retention Initiative for

improved competitiveness of neighborhood-basedmanufacturing companies (second grant) ........... 90,000

The Cleveland Tomorrow Project, Inc. dba Cleveland Tomorrow• Technology Leadership Council (over three years). . 254,000

Convention and Visitors Bureau of Greater Cleveland• Cleveland Cares Hospitality Program.................... 63,200

Edison BioTechnology Center• Workshops for development intermediaries to

increase capacity to identify technology-based business opportunities......................................... 20,000

Enterprise Development, Inc.• Minority Assistance Program................................. 62,750

Flats Oxbow Association• Public access plan ................................................ 54,030

Glenville Development Corporation• Microenterprise Assistance Program ................... 25,000

The Great Lakes Museum of Science,Environment & Technology• Start-up support for a permanent

operating reserve................................................ 182,500

The Historic Warehouse District Development Corporation of Cleveland• Historic Conservation Easement Program

(over two years).................................................... 60,000

New Cleveland Campaign• National media relations project (over two years).. 100,000

68

Education Grants

The North Cuyahoga Valley Corridor, Inc.dba Ohio Canal Corridor• Community education on the river valley

to stimulate its development .............................. 40,000

The Urban League of Greater Cleveland• Financial education program for minorities

(over 18 m onths)................................................ 135,833

WECO Fund, Inc.• Microenterprise Program .....................................17,000

Work in Northeast Ohio Council• Program to assist Cleveland industrial

and service firms to become moreglobally competitive.............................................. 95,000

Total Board Designated G ran ts.................. $1.644.313

Total Economic Development Grants $1,644,313

Program-Related Investment

Cleveland Enterprise Group• Capital investment for ShoreBridge

fund to finance establishment ofminority-owned businesses.............................. $250,000

Total Program-Related Investment................ $250.000

American Civil Liberties Union of Ohio Foundation• Expansion of educational resources at

new headquarters ............................................. $41,000

Anti-Defamation League of B'nai B'rith - Cleveland Office• "Windows on the World" cultural

awareness series in collaboration with TheCleveland Museum of Art (over three years) . . . . 71,401

The Benedict Group• Start-up support for Computers for

Education Program of Ohio ................................ 23,337

John Carroll University• Faculty development for Business Curriculum

Integration project (over three years)................. 140,190

Case Western Reserve University• Faculty and curriculum development for an

assessment-as-learning model at the Mandel School of Applied Social Sciences(over three years).................................................. 99,700

• Mandel Center for Nonprofit Organizations'Distinguished Public Lecture in Philanthropyhonoring Dr. Virginia Hodgkinson..........................5,000

• Sumner Canary Lectureship .................................. 5,000

Cleveland Academy of Finance• Instructional materials and staff support

(over two years).................................................... 45,000

Cleveland Board of Education• Creative arts and writing program

at the Kenneth W. Clement School..................... 15,648

The Cleveland Foundation (Inc.)• Education Governance Task Force of

the Cleveland Summit on Education................... 10,000• Major work program at Whitney Young

Middle Schoo l........................................................ 1,390

Cleveland Heights-University Heights City School District• African Drum Circle project ...................................2,000

Cleveland Initiative for Education• Operating support for the Cleveland Initiative

for Education and The Cleveland EducationFund (second year)............................................. 240,000

The Cleveland Museum of Natural History• Educational materials and programs for the

opening of Reinberger Hall (over two years)........ 60,453

69

Education continued

Cleveland Scholarship Programs, Inc.• Post-Secondary Education Access Initiative

(over three years)................................................ 937,312

Close-Up Foundation, Alexandria, Virginia• Cleveland-area student and teacher participation

in the Washington, D.C. High School Experience(over two years).................................................... 40,000

Community Training and Assistance Center, Inc., Boston, Massachusetts• Cleveland Public Schools' participation in

Leadership of School Reform effort..................... 75,000

Cuyahoga Community College Foundation• Consultant assistance for public opinion survey . . . 20,000

East Cleveland Public Library• Personnel and equipment for the North

Branch Technology Center (over two years)........ 56,606

Esperanza, Inc.• SALSA (Students Are Learning Skills

to Achieve) program ........................................... 37,500

Global Issues Resource Center• Phase two of SIMULATIONS: The Name of Our

Game project in the Cleveland Public Schools . . . 34,750

Greater Cleveland Roundtable• Operating and program support for the

Cleveland Summit on Education........................176,090

League of Women Voters of Ohio, Columbus, Ohio• Publication of The Role of State

Government in Higher Education in Ohio .............5,000

David N. Myers College• Faculty development in instructional

technology (over two years) .............................. 127,200

Ohio Planning Conference• Implementation of KIDS CITY project

on a citywide basis ............................................. 22,750

United Negro College Fund, Inc., Fairfax, Virginia• Financial aid for Greater Cleveland students

attending UNCF colleges (over three yea rs )......... 90,000

University School• REACH program for gifted African-American

middle school males (third grant) ........................15,000

The Urban League of Greater Cleveland• Operating support for the Career Beginnings

program (second y e a r )......................................... 57,656

Ursuline College• Enhancing Educational Equity: A Collaborative

Resource Approach project................................... 36,750• Faculty development in instructional

technology (over two years) ............................... 124,025

Total Board Designated G ra n ts ....................$2.615,758

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

Ashland Library Association, Ashland, Ohio . . . $2,885

Ashland University, Ashland, O h io ........................5,770

Aurora City School District, Aurora, Ohio• Maintenance of the Moore property......................4,129

Baldwin-Wallace C o lle g e ..................................... 35,158

University of California, Berkeley, California .........178

John Carroll U n ive rs ity ..............................................133

Case Western Reserve U n ivers ity .......................... 9,994• Adelbert C o llege .................................................... 5,783• Franklin Thomas Backus School of L a w ................. 4,984• Biological Field Station at Squire Valleevue

Farm operated by the Department of Biology . . . 22,947• Case Institute of Technology...................................3,752• Graduate School ................................................ 160,992• Reference books for the Library of Western

Reserve College .........................................................166• Social research at the Mandel School of Applied

Social Sciences ...................................................... 1,403

The Cleveland Foundation (Inc.)• Major work program at Oliver Hazard Perry

Elementary Schoo l.................................................. 1,390• Rhoda A. Affelder Fund for educational purposes . . . 670

Cleveland Lutheran High School Association . . . 2,082

Cleveland Public Library• Books for Science and Technology Department . . . . 343• Services to shut-ins .............................................. 87,222

Cleveland State University Foundation, Inc..............133

Connecticut College, New London, Connecticut .178

Cuyahoga County Public L ib rary .............................. 563

Fenn Educational F u n d ..............................................223

70

Greater Cleveland Chapter of Delta Sigma Theta Sorority, Inc.• Scholarship support and public service programs . . 2,200

Hawken Schoo l........................................................799

The Hill School, Pottstown, Pennsylvania.............. 110

Hillsdale College, Hillsdale, Michigan .............. 15,841

Kenyon College, Gambier, Ohio .........................9,994

Lake Erie C o lleg e ............................................. 152,231

Daniel E. Morgan School• Book awards to children......................................... 237

Ohio Wesleyan University, Delaware, O h io ........1,887

University of the Pacific, Stockton, California . . . . 178

The Piney Woods Country Life School,Piney Woods, Mississippi .....................................7,001

Princeton Association of Northern Ohio• Princeton University urban studies fellowship

program ..............................................................1,401

Princeton University, Princeton, New Jersey.......... 111

Saint Mary Seminary ........................................... 1,617

Shaker Schools Foundation• Ruth S. Affelder Reading Fund ...............................715

Smith College, Northampton, Massachusetts . . 96,260

United Negro College Fund, Inc.,Fairfax, Virginia ....................................................7,001

University School ................................................... 111

Total Donor Designated G ran ts .................... $648,772

Donor Advised GrantsGrants are for general support unless otherwise noted.

Aurora One Fund, Aurora, Ohio• Educational programming for Aurora children . . $15,000

Beaumont School for Girls ....................................... 250

Carnegie Mellon University, Pittsburgh,Pennsylvania• Morgenthaler Chair in Entrepreneurship ........... 100,000

John Carroll University........................................... 700• Institute for Educational Renewal ..........................5,000

Case Western Reserve University• Arts and Sciences Building .....................................5,000• Franklin Thomas Backus School of L a w ................. 1,000• President's Fund ....................................................14,475

Choate Rosemary Hall, Wallingford, Connecticut• Class of 1951 G i f t ..................................................1,000

Cleveland Center for Economic Education ........ 1,000• EPIC (Economic Proficiency Instructional Curriculum)

by EconomicsAmerica ........................................... 1,500

The Cleveland Education Fund• Small Grants Program .........................................51,000

Cleveland Heights-University Heights City School District• Oxford School playground .....................................5,000

Cleveland Public L ib ra ry ........................................... 250

Cleveland Scholarship Programs, Inc..................... 1,000

Cornell University, Ithaca, New York• Deanship at Johnson Graduate School of

Management........................................................ 38,000

Dartmouth College, Hanover, New Hampshire• Class of 1955 G i f t ................................................. 1,250

Friends of the Cleveland Public Library ................. 250

Harvard University, Cambridge, Massachusetts• Laboratory of Fakri A. Bazzaz.............................. 20,000

Hathaway Brown School .......................................2,000• Class of 1955 Gift ....................................................300

Hawken School ......................................................4,000

Hiram College, Hiram, O h io ................................ 12,000

Lake Erie College• College Center ....................................................10,000• Student Center ....................................................10,000

Laurel S c h o o l.......................................................... 1,000• Class of 1950 G i f t ..................................................1,000

Learning About Business .........................................750

Marotta Montessori Schools of Cleveland .............450

Massachusettts Institute of Technology,Cambridge, Massachusetts• Professor Sallie W. Chisholm's Laboratory

in the Department of Civil and Environmental Engineering.......................................................... 36,000

71

Methodist Theological School in Ohio,Delaware, Ohio• Thomas H. Taylor Chair ....................................... 49,482

The University of Michigan, Ann Arbor, Michigan• School of Business ....................................................300

The Ohio State University Foundation,Columbus, Ohio• Max M. Fisher College of Business ........................1,000

The Old Stone Foundation• Alternative School pilot education program...........2,000

Pathfinder Fund Inc., Watertown,Massachusetts ........................................................ 2,000

P.M. Foundation, Inc.• Urban Community School.........................................750

Project: LEARN, Inc...................................................... 250

St. Dominic School• Teacher bonuses or training .....................................800

Smith College, Northampton, Massachusetts.........250

United Negro College Fund, Inc. of Cleveland . . 1,500

United W ay Services• Benefit of Urban Community School..................... 1,000

University School ....................................................3,800• Annual Fund in memory of Peter H. Wellm an...........250

Urbana University, Urbana, O h io ..........................1,000

Ursuline C o llege ...................................................... 5,250

Youth Opportunities Unlimited .............................. 250

Total Donor Advised G ra n ts ............................ $409.057

Education continued

TOTAL EDUCATION GRANTS.....................$3.673.587Board Designated, Donor Designated and Donor Advised

Scholarship GrantsBaldwin-Wallace College• Scholarship support........................................... $40,000

Berea Area Montessori Association• Scholarship support................................................2,000

John Carroll University• Scholarship support.............................................. 24,500

Case Western Reserve University• Scholarship support.............................................. 33,500

The Cleveland Foundation (Inc.)• Scholarships for Cleveland-area students attending

Meridia Huron Road Hospital School of Nursing . . 30,000

Cleveland Montessori Association• Scholarship support for Ruffing Montessori

School (West) .........................................................2,000

Cleveland Scholarship Programs, Inc.• Nontraditional Student Program

(over four years) .................................................. 35,000

Cleveland State University Foundation, Inc.• Scholarship support.............................................. 48,500

Harry Coulby Memorial Scholarships• For David N. Myers College students and

Cleveland Scholarship Programs, Inc.......................40,000

Fairmount Montessori Association• Scholarship support for Ruffing Montessori

School (Ingalls Campus)......................................... 2,000

Hudson Montessori Association• Scholarship support................................................2,000

David N. Myers College• Scholarship support..............................................15,000

The Ohio Foundation of Independent Colleges, Inc., Columbus, Ohio• The Jane D. White Fund Scholarship Program

for students attending member institutions(over two years).................................................. 100,000

Westshore Montessori Association• Scholarship support................................................2,000

Total Board Designated Scholarship Grants . . . $376.500

Donor Designated Scholarship GrantsThe folbwing recipients and programs were designated by donors.

Ashland University, Ashland, Ohio• The Hazel Myers Spreng Scholarship....................$4,616

Avon Lake United Church of Christ,Avon Lake, Ohio• Scholarships for Christian work ............................ 2,787

Baldwin-Wallace College• The Hazel Myers Spreng Scholarship......................4,616

72

Capital University, Columbus, Ohio• The Frederick R. and Bertha Sprecht Mautz

Scholarship Fund ................................................. 4,245

John Carroll University• James J. Doyle Scholarship...................................1,782

Case Western Reserve University• The Aloy Memorial Scholarship Fund for women . . 1,124• For a female student in foreign study .................. 2,460• Harriet Fairfield Coit and William

Henry Coit Scholarships....................................... 1,307• William Curtis Morton, Maud Morton,

Kathleen Morton Fund Scholarships .................. 14,590• Oglebay Fellow Program in the School

of Medicine........................................................ 68,846• Scholarships in aerospace or computers.................... 79• Scholarships in Franklin Thomas Backus

School of Law ......................................................9,556• The Hazel Myers Spreng Scholarship.................... 4,616

Alton LaMaur Character Memorial Scholarship• For Collinwood High School graduates .................. 485

Inez and Harry Clement Award• Cleveland Public Schools annual

superintendent's award ....................................... 1,100

The Cleveland Institute of Art• Caroline E. Coit Fund Scholarships ...................... 1,425• Isaac C. Goff Fund Scholarships ...........................1,800

The Cleveland Music School Settlement• The Nellie E. Hinds Memorial Scholarships............ 4,000• Scholarships at the Harvard East Branch.................. 718

Cleveland State University Foundation, Inc.• Scholarships in Cleveland-Marshall College of Law . . 718

Dartmouth College, Hanover, New Hampshire• The John Marshall Raible and David Gardner

Raible Scholarship F u n d ....................................... 18,154

Alzada Singleton Davis Memorial Scholarship• For an African-American female at Cuyahoga

Community College matriculating at an upperdivision college or university .....................................800

Vince Federico Memorial Scholarships• For Wickliffe High School graduates......................2,723

Hawken School• The John Marshall Raible and David Gardner

Raible Scholarship F u n d ..............................

Hillsdale College, Hillsdale, Michigan• The John C. McLean Scholarships

to deserving students........................................... 15,841

Virginia Jones Memorial Scholarship• For furthering the college education of

a female graduate of Shaw High Schoo l............... 1,000

The Jon Lewis Memorial Award• For a Cleveland Heights High School

graduate to pursue further studies ..........................921

MacMurray College, Jacksonville, Illinois• The George D. and Edith W. Featherstone

Memorial Fund Scholarships.................................. 2,787

North Central College, Naperville, Illinois• The Hazel Myers Spreng Scholarship in

memory of Bishop Samuel P. Spreng..................... 4,616

Ohio Wesleyan University, Delaware, Ohio• The Hazel Myers Spreng Scholarship..................... 4,616

Purdue University, West Lafayette, Indiana• The John C. McLean Scholarships

in engineering...................................................... 39,602

The Miriam Kerruish Stage Scholarship• For Shaker Heights High School graduates.............2,245

Ada Gates Stevens Scholarship• For graduates of the public high school

of Elyria, O h io ........................................................ 3,488

University School• The John Marshall Raible and David Gardner

Raible Scholarship Fund ........................................... 800

Ursuline College• Lillian Herron Doyle Scholarship ............................1,782

Total Donor Designated Scholarship Grants . . . $234.084

Donor Advised Scholarship GrantsGrants are for general support unless otherwise noted.

Aurora Schools Foundation, Aurora, Ohio• Scholarship support............................................. $5,000

Case Western Reserve University• Scholarship in humanities.......................................2,500

Cleveland Engineering Society• Scholarship support for female students ...............1,000

73

Education continued

Cleveland Scholarship Programs, Inc.• Schoiarship-in-Escrow program.......................... 550,000• Scholarship payouts to eligible students ........... 250,000• Scholarship support for nontraditional students . . . 1,000

Cleveland State University Foundation, Inc.• Financial aid aw ard ....................................................750• Scholarship award ....................................................750

The Lakeland Foundation• Arthur S. Holden Scholarship ................................ 1,000

Total Donor Advised Scholarship Grants . . . . $812.000

TOTAL SCHOLARSHIP GRANTS .................. $1.422.584Board Designated, Donor Designated and Donor Advised

Special Purpose FundsThe Cleveland Foundation administers two special purpose funds in education. The Fenn Educational Fund, established in 1971, promotes and assists in developing cooperative education and work study programs at institutions of higher learning in the Greater Cleveland area. The Statewide Program for Business and Management Education (PBME) was established in 1982 with the support of the L. Dale Dorney Fund. PBME funds strengthen business and man­agement education at colleges and universities statewide.

Fenn Educational Fund Grants

Baldwin-Wallace College• Charles J. Stilwell Scholarships ............................$6,000• Student outreach and employer development

in the cooperative education program................. 35,000

John Carroll University• Student accountability, and faculty and employer

input for the cooperative education program . . . 15,425

Case Western Reserve University• Employer outreach and job development

in connection with Internships 2000 andcooperative education ......................................... 37,980

The Cleveland Foundation (Inc.)• Consultant assistance to Fenn Educational Fund

on feasibility of interinstitutional activity in cooperative education ........................................... 5,000

• Fenn Educational Fund operating budget ........... 20,000

Cleveland State University Foundation, Inc.• Job readiness skills program to prepare students

for participation in cooperative education program(third year) ........................................................... 43,185

The Lakeland Foundation• Enhancement of career development program

at Lakeland Community College.......................... 24,544

David N. Myers College• Student outreach and employer development

in the cooperative education program(second year)......................................................... 22,500

Notre Dame College of Ohio• R. Earl Burrows Memorial Scholarships ................. 3,000• Students' increased career awareness and

participation in the cooperative educationprogram (second ye a r )............................................6,928

Total Fenn Educational Fund Grants ............ $219.562

Statewide Program for Business and Management Education (PBME) Grant

The Cleveland Foundation (Inc.)• Continuation of the Statewide Program

for Business and Management Education .........$37,011

Total PBME G ran t............................................. $37.011

TOTAL SPECIAL PURPOSE FUNDS.................. $256.573

__________________ a__________________________

Total Education Grants$5,352,744

0 ^ 3

74

Health Grants

Alcoholism Services of Cleveland• Plans for the Recovery Institute.......................... $50,000

Alzheimer's Disease and Related Disorders Association, Inc.• Start-up support for professional

training program (over two years)........................ 22,500

Arthritis Foundation, Northeastern Ohio Chapter• Arthritis Information and Referral Service

(AIRS) program (third and fourth years)............... 14,000

Case Western Reserve University• New faculty in Biomedical Engineering

and Biochemistry (over four years) .................... 973,131

The Center for Dialysis Care of Cleveland• Minority Organ and Tissue

Transplantation Education Program(second grant, over two years) .............................. 69,066

Children's Research Foundation• Investigation of pulmonary hemorrhage

among Cleveland-area infants by RainbowBabies and Childrens Hospital.................................7,400

Cleveland Health Education Museum dba The Health Museum• Conference on role of women in

the history of health care in Cleveland ................. 8,300• Public programs during psychology exhibit ...........5,000• Youth programs for Cleveland

recreation centers .................... ........................ 20,000

Cleveland Hearing and Speech Center• Strategic plan .........................................................5,000

The Cleveland Foundation (Inc.)• Evaluation of the minority clerkship program

at University Hospitals of Cleveland ......................2,500• Travel and conference expenses for agencies

serving mental health needs of children ............. 10,000

The Cleveland Society for the Blind• General support .................................................. 38,600

Diabetes Association of Greater Cleveland• Public awareness campaign about diabetes

(over three years).................................................. 85,514

Easter Seal Society of Northeast Ohio• Merger feasibility study ....................................... 17,500

Eliza Bryant Center• Centennial Campaign (over two years) ............. 200,000

Fairhill Center for Aging• Caregiver resource center..................................... 48,000

Family Service Agency of Marin County,San Rafael, California*• Integrated computerized quality assurance

system for child abuse treatment services ...........18,500

Family Service of Milwaukee, Wisconsin*• Mental health program for victims

of violent crime (Project U jim a)............................ 20,000

Funders Concerned About AIDS,New York, New York• Operating support (over three years)................... 12,000

Grantmakers in Health, Washington D.C.• Program support (second yea r ).............................. 3,000

The Greater Cleveland Hospital Association• Health Trustee Institute's presentation on

community health and managed ca re ................... 3,000• Review of hospital-community partnerships......... 20,000

The Guidance Centers, Inc.• Psychosocial support program for chronically

ill children and their parents (over three years) . . 143,657

Health Hill Hospital for Children• Respite care services for foster families

of chronically ill or disabled children(over 30 months)............................................... 176,100

International Center for Artificial Organs and Transplantation• Exploration of partnership options ........................5,000

Jewish Board of Family & Children's Services, Inc., New York, New York*• Community-based managed mental health plan

for children by Integrated Children's Services . . . . 16,000

Jewish Family Service Association of Cleveland, Ohio• Training and placement program for people

with disabilities (over three years )..................... 142,631

A.M. McGregor Home• General support ................................................. 38,600

The MetroHealth System• Tuberculosis control program for the

elderly by MetroHealth Medical Center(over three years)............................................... 201,582

National Hemophilia Foundation• Board training for Northern Ohio Chapter.............4,046

75

Health continued

Ohio Department of Mental Health,Columbus, Ohio• Licensed psychologist position to support

children of chronically mentally ill patientsby Northcoast Behavioral Healthcare System . . . . 15,000

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio• Collaboration among nonprofit

nursing homes on managed care ........................ 75,000

Olivet Housing & Community Development Corporation• Assessment of community need

for health promotion and education......................5,000

People Incorporated, St. Paul, Minnesota*• Counseling services to children

of parents with persistent mental illness ............. 20,000

Providence Mental Health Center,Providence, Rhode Island*• Case management services for

homeless preschool children................................ 20,000

The Benjamin Rose Institute• General support .................................................. 38,600• Improved reporting of elder abuse and neglect

among people with dementia (over two years) . . . 130,656• Start-up support for intensive home care

program for the frail e lderly ................................ 78,388

Special Services for Groups/APCTC,Los Angeles, California*• School-based counseling services to

emotionally disturbed Asian youth ..................... 12,000

United Way Services• AIDS Funding Collaborative (second year) ........ 125,000

University Hospitals of Cleveland• Minority clerkship program (over two years) . . . . 42,500• Team approach to training and care in

geriatrics (over three years)................................ 242,523

The Visiting Nurse Association of Cleveland• Educational program in home and

community nursing in conjunction withCleveland State University ................................... 45,982

West Side Community Mental Health Center• Construction of mental health

crisis stabilization shelter ..................................... 50,000

Total Board Designated G ran ts.................. S3.281.276

* Grant from the George Davis Bivin Fund, a geographically restricted fund

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

Akron City Hospital, Akron, Ohio• Obstetrical division................................................$1,766

American Cancer Society, CuyahogaCounty Unit .........................................................119,386• Research or any other purpose............................ 14,344

American Heart Association, NortheastOhio Affiliate, Inc................................................. 144,733• Research or any other purpose............................ 14,344

American Lung Association of Northern Ohio . . 1,926

American Veterinary Medical Association Foundation, Schaumburg, Illinois ......................18,704

Arthritis Foundation, NortheasternOhio Chapter .............................................................799

Bellevue Hospital, Bellevue, Ohio ........................4,201

Eliza Bryant Center ..............................................17,882

Case Western Reserve University School of Medicine• Cancer research.................................................... 16,527• Medical research and general support............... 104,639• Outpatient clinic for dispensary............................ 49,568• Research in diseases of the e y e ............................ 29,179• Scholarships or research......................................... 5,299

Catholic Charities CorporationBenefit of aged persons ........................................... 3,000

Central School of Practical Nursing ................... 28,902

The Cleveland Clinic Fo u n d atio n ........................21,484• Research in diseases of the e y e ............................ 14,590

Cleveland Hearing and Speech Center ............. 47,936

The Cleveland PsychoanalyticSociety Foundation ...................................................... 37• Research and application of

psychoanalysis and support projects .................... 62,300

The Cleveland Society for the B lin d ................. 266,997• Research or any other purpose............................ 14,344• Volunteer Braille transcribers .................................3,048

The Deaconess Foundation ...................................5,808

Elyria Memorial Hospital, Elyria, Ohio• William H. Gates b e d ..............................................2,000

Fairview Foundation ............................................14,822• Equipment for Fairview General Hospital.............56,015• Christiana Perren Soyer bed ..................................... 903

The Free Medical Clinic of Greater Cleveland . . . . 106

Grace Hospital• Equipment ........................................................... 28,008

Health Hill Hospital for C h ild re n .......................... 3,048

Holy Family Cancer Home .....................................1,617

Eliza Jennings Home ............................................24,918• Equipment ........................................................... 28,008

Lakewood Hospital ................................................6,586

Lakewood Hospital Foundation, Inc.................. 104,484

The Lutheran Home for the A g e d ........................9,471

Lutheran Medical C e n te r ....................................... 2,734• Conference trave l.......................................................394

Lutheran Medical Center Foundation ............... 31,682

Mansfield Memorial Home, Mansfield, O h io .........342

Marymount Hospital• Elizabeth Boersig Soyer bed .....................................903

A.M. McGregor Home ............................................6,613

Meridia Huron H osp ita l......................................... 9,632

MetroHealth Foundation, Inc..................................3,048• MetroHealth Medical Center's Burn U n it ............... 1,968• MetroHealth Medical Center's Nurse Award ...........635

The MetroHealth System• Employees' Christmas fund at MetroHealth

Center for Rehabilitation ....................................... 1,390

The Montefiore H o m e ............................................6,613

Northcoast Behavioral Healthcare Sys tem .........12,184

Rainbow Babies and Childrens Hospital ........... 94,893• Equipment or supplies............................................1,307

The Benjamin Rose Institute .............................. 15,134

Saint Ann Foundation ............................................3,048

St. Luke's Medical Center ......................................... 446

Samaritan Hospital, Ashland, Ohio• Mr. and Mrs. A.N. Myers Memorial room .............11,539

Shriners Hospitals for Crippled Children,Tampa, F lo r id a .........................................................7-001

University Hospitals of Cleveland .................... 13,226• Benefit aged people................................................8,496• Cancer research.................................................. 147,972• Conference travel ..................................................2,483• Lakeside Hematology Fellowship Fund ................. 1,073• Lakeside Hospital............................................... 678,423• Maternity Hospital..................................................5,942• Henry L. Sanford Memorial bed ............................ 1,307• Urological or vascular research ............................ 59,939

The Visiting Nurse Association of Cleveland . . . . 3,548

West Side Deutscher Frauen Verein,The A ltenheim ................................................... 20,026

Total Donor Designated Grants.................. $2,445,670

Donor Advised GrantsGrants are for general support unless otherwise noted.

AIDS Taskforce of Greater Cleveland, Inc...........$1,000

Alzheimer's Disease and Related Disorders Association, Inc.• Lake County o ffice ....................................................500

American Cancer Society, CuyahogaCounty Unit ........................................................... 999• Treatment, prevention and research of breast

cancer in Cuyahoga C ounty ................................ 20,000

Association for Voluntary SurgicalContraception, New York, New Y o rk ................ 10,000

Barlow Hospital Foundation,Los Angeles, California• Barlow Respiratory Hospital .................................. 2,000

Case Western Reserve UniversitySchool of Medicine .............................................1,000• Allen C. Holmes C h a ir ...........................................5,995

Central School of Practical Nursing, Inc...................500

Children's Hospital MedicalCenter of Akron, Ohio ...........................................500

Children's Oncology Services ofNortheastern Ohio, Inc..........................................1-000

The Cleveland Clinic Foundation........................ 1,500• Eye Center ............................................................ 2,000• Liver research ...................................................... 20,000• Research library......................................................• Urological cancer research.........................................300

The Cleveland Eye Bank, Inc.................................... 500

77

Health continued

Cleveland Hearing and Speech Center ............... 1,000

The Cleveland Society for the B lin d ......................5,250• Cleveland Sight C en te r............................................. 575• Low Vision C lin ic .................................................... 3,600• "Spellbound" Benefit..............................................5,000

Crippled Children's Hospital dbaChildren's Hospital, Richmond, V irg in ia ...............1,000

Fairview/Lutheran Foundations• Department of Cardiology at Fairview

General Hospital........................................................ 250• Fairview General Hospital ......................................... 750

The Free Medical Clinic of Greater Cleveland . . . 8,250

The Golden Age Centersof Greater Cleveland, Inc............................................750

Health Hill Hospital for C h ild ren ..........................4,000

Heather Hill, Inc...........................................................500

Home Health Care, Inc.............................................1,000

Hopewell Inn, Inc., Mesopotamia, Ohio .............1,000

Hospice of the Western Reserve, Inc......................1,000

Huntington's Disease Society of America, Inc.,New York, New York ............................................. 1,000

Judson Retirement Community• Judson P a rk ...............................................................500

Juvenile Diabetes Foundation, Cleveland Chapter• Diabetes research ..................................................2,428

Juvenile Diabetes Foundation, Greater BayArea Chapter, San Francisco, C a lifo rn ia ............... 2,500

Lake Hospital System, Inc.• Garden Endowment................................................1,000

Lakewood Hospital Foundation, Inc.• Heart research .......................................................... 250

Malachi House of Hope ........................................... 550

Mental Health, Rehabilitation & Research,Inc. dba Hill House ....................................................500

Meridia Health System• Neonatal Intensive Care Unit at Hillcrest Hospital . . 5,000

The MetroHealth Foundation, Inc..........................1,000• Burn and Trauma Center........................................... 300

New Directions, Inc................................................... 500

Ohio Presbyterian Retirement Services Foundation, Columbus, Ohio• Breckenridge Village ..............................................2,000

Overlook House• Capital improvements for the security system . . . . 1,300

Point One - Behavioral Health C en ter................ 1,000

Preterm Cleveland, Inc...........................................2,500• Capital campaign.................................................. 20,000

Rainbow Babies and Childrens Hospital ............ 1,000

Richmond AIDS Ministry, Richmond, Virginia . . . 1,000

The Benjamin Rose Institute ...............................1,350• Margaret Wagner House (over two years )........... 25,000

Saint Luke's Hospital Association• Taylor Family Health Sciences Library................... 17,280

Servants of Relief for Incurable Cancer, Inc.• Holy Family Home .................................................... 500

United Leukodystrophy Foundation,Sycamore, Illinois ................................................... 250

United Way Services• Benefit of American Cancer Society.......................... 505• Benefit of Hill House.................................................. 400• Benefit of Hospice of the Western Reserve, Inc..........300

University Hospitals of Cleveland• Ireland Cancer Center................................................250• John P. McWilliams Fund for respiratory health . . . 5,956

The Visiting Nurse Association of Cleveland . . . . 2,500

Total Donor Advised Grants .........................$208.838

__________________________ ____________________________________

Total Health Grants$5,935,784

Board Designated, Donor Designated and Donor Advised

National Abortion and Reproductive RightsAction League - Ohio, Columbus, O h io .............. 1,000

78

Social Services Grants

Aftercare Residential Services• Merger with Panta Rhei ..................................... $17,500

Alcohol & Drug Addiction Services Board of Cuyahoga County• Midpoint evaluation of the Preschool Drug

Prevention project ................................................ 10,000

Association for the Advancement of Social Work with Groups, Inc.• Training sessions for community youth

organization w orkers..............................................3,500

Bellefaire Jewish Children's Bureau• Start-up support for the Foster Care

for Parenting Teens Program................................. 58,400

Boy Scouts of America, Greater Cleveland Council No. 440• Urban Emphasis and Urban District plan

(over three years)................................................ 121,600

Burten, Bell, Carr Development, Incorporated• Career Overview Program..................................... 17,500

Center for Families and Children• Safe Harbor Project service integration

system for youth and their fam ilies...................... 80,027

The Center for the Prevention of Domestic Violence• Organizational assessment and strategic plan . . . . 8,163

Child Care Resource Center of Cuyahoga County dba Starting Point• Operating support (sixth year) ............................ 60,000• Strategic plan .........................................................5,634

Children's Defense Fund - Ohio, Columbus, Ohio• Operating support of the Ohio office

(over two years) .................................................. 200,000

Children's Services, Inc.• Transitional support of merger with

The Guidance Centers, Inc..................................... 63,000

The City Mission• Construction of replacement cabin

at Grand Valley Christian Center........................ 200,000

Cleveland Community-Building Initiative• Operating support.............................................. 342,727

Cleveland Crossroads for Youth• Staff support to reopen the

West Side Group H o m e ....................................... 47,020

The Cleveland Foundation (Inc.)• Analysis of early childhood

development programs ......................................... 35,000• Feasibility study by University

Settlement, Inc. on viability of an earlychildhood parenting program................................ 20,000

Cleveland Housing Network, Inc.• Family development services................................ 28,320

Cleveland Mediation Center• Expansion of the Cleveland Homeless

Prevention Project ............................................... 32,704

Cleveland Rape Crisis Center• Organizational capacity building

(over three years)................................................. 127,906

Cleveland State University Foundation, Inc.• Survival Strategies for Nonprofit Social Service

Organizations project at Maxine Goodman Levin College of Urban Affairs....................................... 65,935

Continue Life• Project coordinator position for Second Chance

program for pregnant substance-abusingteenage g ir ls ........................................................35,414

Council for Economic Opportunities in Greater Cleveland• Scholarships for parents for the National Head

Start Association Parents Training Conference . . . . 2,500

Florence Crittenton Services of Greater Cleveland• Legal services to close agency and

convert assets into a fund .....................................3,000

Cuyahoga County Board of Commissioners• Consultant assistance for public policy

leadership forums ................................................. 5,000• Plan for professional training program for

child abuse investigation in collaboration with the Cuyahoga County Prosecutor'sand Coroner's offices........................................... 37,500

• Summer youth program by Departmentof Criminal Justice Services.................................. 20,000

Cuyahoga Metropolitan Housing Authority• East Technical High School student participation

in the U.S. FIRST Robotic Tournament................... 5,000

Early Childhood Options of University Circle• Staff support and consultant assistance

on financial plan ................................................. 55,000

East Side Interfaith Ministries• Creating Change Through Interfaith

Partnerships project (over two years)................... 71,025

79

Social Services continued

Garden Valley Neighborhood House• Security guard position......................................... 18,000

Goodrich-Gannett Neighborhood Center• Youth services program ....................................... 40,000

Greater Cleveland Neighborhood Centers Association• Cleveland Family/Neighborhood Leadership

Strategy initiative (third year) ............................ 200,000• Participation by Greater Cleveland

residents at "Stand for Children"event in Washington, D.C........................................5,000

Heights Parent Center• Program support (over two years)........................15,905

Institute for Responsible Fatherhood and Family Development, Washington, D.C.• Operating support for the Cleveland program . . . 50,000

Interchurch Council of Greater Cleveland• Renewal and development process........................7,000

Lakewood Board of Education• Evaluation of the PeaceBuilders Program in

Lakewood City Schools (over two years) ...............6,000

Lutheran Metropolitan Ministry Association• Organizational capacity building........................ 200,000

Marotta Montessori Schools of Cleveland• Staff support for Carl B. Stokes

Montessori Campus .............................................. 25,000

Merrick House• Curriculum for the GED program

(over two years).................................................... 32,430

Mount Zion Fellowship of the Brethren• Bridges Mentorship Program in collaboration

with Warrensville Heights High School ............... 26,720

Positive Education Program• DayCare Plus early intervention service

for emotionally disturbed children andtheir fam ilies........................................................ 50,000

• Mt. Pleasant Partnership Project forchildren and their families ................................ 125,773

Public Children Services Association of Ohio• Implementation of direct service standards in

public child protection agencies .......................... 27,300

Shoes For Kids, Inc.• 1996 cam paign.................................................... 35,000

Task Force on Violent Crime Charitable Fund• Expansion and evaluation of the Young

Ladies and Young Gentlemen's Clubs ................. 70,750

Therapeutic Riding Center, Inc.• Little Victories capital campaign ............................ 2,100

Kathryn R. Tyler Neighborhood Center, Inc.• Board retreat...........................................................1,300

United W ay Services• Leadership Development Program........................ 30,000• The John K. Mott Youth Fund high school

student distribution committee (second year) . . . . 5,000• Staff support and consultant assistance

for Greater Cleveland Committeeon Hunger (over three years) ................................. 77,997

The Urban Institute• Assessment of the impact of

devolution (over three years).............................. 200,000

The Urban League of Greater Cleveland• Conference on the African-American

family (second g ran t)..............................................2,500• Production of a video for the

Parenting Skills Network....................................... 83,710

Vocational Guidance Services• Sobriety, housing and employment

program for the homeless ................................... 65,550

Volunteers of America of Northeast Ohio, Inc.• Shelter relocation.................................................. 54,000

West Side Ecumenical Ministry• Family Development Program .............................. 28,500• Research/facility study ......................................... 25,000• Staff support........................................................ 50,000

The Phillis Wheatley Association• Youth Services Initiative (over two yea rs )...........131,548

Women's Center of Greater Cleveland• Resource and referral helpline (second year) . . . . 23,710

Young Women's Christian Association of Cleveland• Recruitment of new executive director ................. 8,000• Staff support for the Child Care Enhancement

Project (over 18 months) ..................................... 79,800

Total Board Designated G ra n ts ................... $3.582.968

80

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

Achievement Center for Children ....................$15,007• Equipment ........................................................... 28,008

Alcoholism Services of Cleveland, Inc..........................54

American Bible Society, New York, New York . . . . 575

American Red Cross, Greater Cleveland Chapter .6,122

Beech B ro o k ........................................................... 49,254

Bellefaire ..................................................................6,862

Boy Scouts of America, GreaterCleveland Council No. 440 ....................................... 133

Boys & Girls Clubs of Greater Cleveland, Inc............799

Catholic Charities C o rporation .................................420• Benefit of Parmadale-St. Anthony

Youth Services Village ............................................8,280

Center for Families and Children ............................ 249• Counseling Division ..............................................37,010• Day Nursery Association of C leveland................... 4,048• Family Preservation Program...................................2,000

Children Forever Haven ............................................751

The Children's Aid Society ....................................... 373• Industrial H om e.....................................................66,100

Children's Services, Inc.................................................921

Christ Episcopal Church ..........................................1,107

The Church Home .................................................. 6,613

The Church of the Saviour, United Methodist . . 4,616

The City M iss ion .......................................................1,872

Cleveland Christian Home, Inc................................ 2,787

City of Cleveland, Director of Public Safety• Prevention of delinquency among boys ....................798

Cuyahoga County Department of Human Services• Special client needs .................................................. 728

East End Neighborhood House ............................ 3,048

Fairmount Presbyterian C h u rch ............................ 2,046

Federation for Community P la n n in g ....................3,444• Needy and deserving families and children ...........1,714• Program at Business Volunteerism Council ...........2,530

The First Congregational Churchof Sonoma, Sonoma, California ............................ 133

The First United Methodist Church,Ashland, Ohio ..................................................... 5,770

Goodwill Industries of Greater Cleveland, Inc........ 942

Greater Cleveland NeighborhoodCenters Association .............................................9,714

The Guidance Centers, Inc....................................... 205

The Hebrew Free Loan Association .................... 1,000

Heights Blaugrund LodgeNo. 1152 B'nai B'rith ...........................................1,617

Heights Youth Center .........................................1,275

The Hiram H ouse .................................................1,953

Jeremiah's Inn, Worcester, Massachusetts.............. 106

Jewish Community Federation of Cleveland . . . 13,169• Research or any other purpose.......................... 14,344

Jones Home of Children's Services.................... 18,348• Capital improvements ....................................... 28,008

Lakewood Christian Church.................................2,191

Lakewood United Methodist Church.................. 3,826

The Hattie Larlham Foundation, Inc.,Mantua, O h io .....................................................12,638

Little Sisters of the Poor .....................................2,659

Lutheran Agencies Organized in Service............2,082

Marycrest School .................................................6,613

Missionary Servants of the Most Holy Trinity,Silver Spring, Maryland ...................................... 4,041

Our Lady of the Wayside, Incorporated,Avon, O h io ...........................................................6,573

Parmadale-St. Anthony Youth Services Village . 13,904

Planned Parenthood ofGreater Cleveland, Inc.......................................101,986

Rose-Mary Center ...............................................2,618

St. Andrew's United Methodist Church,Findlay, O h io ...........................................................117

St. Dominic's Parish .............................................4,041

St. John Lutheran Church .................................. 2,082

81

St. Martin's Episcopal Church ...................................133

The Salvation Army .............................................. 22,382• Food for the hungry ..............................................1,516

The Salvation Army, Ashland, O h io ......................2,885

The Scottish Rite Benevolent Foundation,Lexington, Massachusetts......................................... 134

Shaker Heights Lodge No. 45 FOP Associates . . . 2,334

The Shaker One Hundred, Inc.................................2,334

Sisters of Notre Dame• Physical education program

for the Julie Billiart School ...................................12,213

Society of St. Vincent de P a u l .................................. 678

Southeast Family Y M C A ........................................... 300

Starr Commonwealth for Boys,Albion, M ich ig a n ....................................................1,344

The Suburban Temple ........................................... 1,006

The Three-Corner-Round Pack Outfit, Inc.• Camping program................................................11,434

Trinity Cathedral ....................................................1,567

United W ay of Ashland County, Ohio,Ashland, Ohio ........................................................ 2,885

United W ay Services........................................... 359,674

Vocational Guidance Services .............................. 4,056• Assistance to needy clients of Sunbeam School . . . 1,000• Assistance to needy of Sunbeam School

graduating class ....................................................1,000

West Shore Unitarian Universalist C h u rch ........ 26,716

Young Men's Christian Association,Ashland, Ohio ........................................................ 2,885

Young Men's Christian Associationof C leve land .............................................................9,010• Lakewood Branch ..................................................7,001• West Side Branch..................................................14,004

Young Women's Christian Associationof Cleveland ...............................................................992• Lakewood Branch ..................................................7,001

Youth Visions, Inc.• Big Brothers/Big Sisters Program ............................ 9,910• Big Buddy/Little Buddy Program ............................ 8,919

Total Donor Designated G ran ts ................... $1.035.537

Social Services continued

Donor Advised GrantsGrants are for general support unless otherwise noted.

Achievement Center for C h ild ren .......................... $500

American Red Cross, Greater Cleveland Chapter . . 3,500

Beech B ro o k ............................................................. 2,700• Spaulding for Children Adoption U n it ....................5,000

Bellefaire Jewish Children's Bureau• Jewish Day Nursery Scholarship Fund ........................ 500

Boys & Girls Clubs of Greater Cleveland• Recreation programs in the inner city ....................5,000

Camp Sue O sb o rn .......................................................250

Catholic Charities C o rp o ra tio n .................................250• Catholic Charities Services ..................................... 1,000

Center for Families and Children ............................ 750• Rap Art Center...........................................................500

Central Virginia Foodbank, Richmond, Virginia . . . 1,000

Christ Episcopal Church ......................................... 2,000

The City M ission ...................................................... 2,750• Benefit of the homeless......................................... 1,212

Cleveland Foodbank, Incorporated ........................500

Cleveland Hungarian Heritage So c ie ty ....................250

Cleveland International Program ........................3,500

Cleveland Skilled Industries .....................................500

Cleveland Works, Inc................................................... 500

Cornucopia, Inc.• Nature's Bin in Cleveland Heights.......................... 5,000

Council of International Programs• Eurasian Foundation East European Pro ject...........1,000

Diocese of Ohio EpiscopalCommunity Services Fo u n d atio n .......................... 1,000

East Side Catholic S h e lte r ......................................... 250

Fairhill Center for Aging ....................................... 6,000

Fairmount Presbyterian C h u rch ............................ 1,000• New organ fu n d .........................................................494

Family Transitional Housing, Inc................................ 500

Federated Church of Chagrin F a l ls .......................... 464

82

The First Church of Christ,Scientist, Boston, Massachusetts• Church building restoration fu n d ...............................685

The Golden Age Centers of GreaterCleveland, Inc....................................................... 500

Goodwill Industries of Greater Cleveland, Inc. . . 1,000

Greater Cleveland NeighborhoodCenters Association ................................................ 1 qoo

The Guidance Centers, Inc....................................... 1,000

Hanna Perkins School• In memory of Mary Jo Taylor and Robert Walton . . 10,000

HARAMBEE: Services to Black Families ............... 5,000

The Hebrew Free Loan A ssoc ia tion ......................1,000

Heights Community Congress• Dance project to promote diversity .......................... 300

Heights Parent Center• Expansion of the Baby and Me Drop-In program . . 3,000

Hitchcock Center for Women, Inc.......................... 3,500

International Services Center• Rehabilitation of Bosnian and Croatian

refugees in Cleveland..............................................1,000

Jewish Community Federation of Cleveland• 1996 Welfare Fund Campaign .............................. 2,000

Jewish Women International• Humor Cart at MetroHealth Medical Center .........2,500

Lake County YM CA ................................................ 1,000

The Hattie LarlhamFoundation, Inc., Mantua, Ohio .......................... 2,000

Little Sisters of the P o o r ............................................500

Make-A-Wish Foundationof Northeast Ohio, Inc..............................................1,000

Northcoast Food re s c u e ..........................................5,000

Planned Parenthood Federation of America, Inc., New York, New York• International program ............................................2,000

Planned Parenthood of Greater Cleveland, Inc. . . . 3,500

Plymouth Church of Shaker Heights Foundation . . 680

The Population Institute, Washington, D.C.......... 3,000

Providence House, Inc..............................................1 850

Retired and Senior Volunteer Programof Greater Cleveland ............................................. 1,000

St. Christopher's-By-The-River .............................. 2,500

St. Joseph's Villa, Richmond, Virginia ................. 1,000

St. Paul's Episcopal Church, Cleveland Heights . . 9,927

The Salvation Army of Greater C leve lan d ...........3,140• Capital campaign for Painesville Salvation Army . . . 2,000

The Salvation Army of Lake County ................... 2,000

Sisters of Notre Dame• Julie Billiart School................................................. 1,250

Stella Maris, Inc........................................................... 300

Transitional Housing, Inc............................................ 250

United W ay Services............................................. 42,000• Benefit of Geauga United Way Services................... 250• Benefit of Greater Cleveland Community Shares . . 1,000• Benefit of Women's Community Foundation........ 1,000

The Virginia Home, Richmond, Virginia .............1,000

Virginia League for Planned Parenthood,Richmond, Virginia ............................................... 1,500

Vocational Guidance Services .............................. 3,000

West Park United Church of Christ• Foundation Fu n d ....................................................1,165

Women's Community Foundation ..........................500

YMCA of Cleveland, Geauga County Branch ........ 250

Young Men's Christian Association of Cleveland• Central renovation project .................................... 2,000

Young Men's Christian Associationof Greater Richmond, V irg in ia .............................. 2,000

Youth Visions, Inc.....................................................1,500• Big Brothers/Big Sisters Program ............................2,000

Total Donor Advised G ran ts ............................$183.417

__________________________ eySzdis__________________________

Total Social Services Grants $4 ,801,922

Board Designated, Donor Designated and Donor Advised

83

Geographic Funds Grants

L. Dale Dorney Fund Grants

The Findlay-Hancock County Advisory CommitteeThe Hon. Allan H. Davis, ChairpersonG. Norman Nicholson, Vice ChairpersonRev. G. Terry BardLee R. LuffPatrick W. RooneyJudy RowerJames W. SpeckThe Hon. John P. StozichCharles J. Younger

Civic AffairsCity of Findlay• Consultant assistance for analysis

of traffic signal system .......................................$21,000

Hancock County Agricultural Society• Feasibility study on relocating the fairgrounds . . . 10,000

Hancock County Board of Commissioners• Consultant assistance for countywide

water and sewer district operating plan ............. 20,000

Total Civic Affairs G ra n ts .................................$51.000

Social ServicesFamily Service of Hancock County• Study on impact of managed care and feasibility

of strategic partnership with community organizations.........................................................$7,302

Findlay Hope House for the Homeless, Inc.• Housing and community resource manager

(over two years).................................................... 17,000

The Findlay Service League• Start-up support of Kindergarten-Findlay

After and Before School Sessions program(over two years).................................................... 18,490

United Community Fund of Hancock County dba United Way of Hancock County• Olympic Torch Relay activities in Hancock County . . . 600

Young Men's Christian Association of Findlay• Consultant assistance for development

plan for Camp Mosshart ..................................... 22,350

Total Social Services Grants .............................$65.742

Cultural AffairsFindlay Area Arts Council• Artistic programs (over 18 months)......................$7,000

Hancock Historical Museum Association• Research and exhibits (over three years) .............17,481

Total Cultural Affairs Grants ...........................$24.481

EducationFindlay Area Chamber Foundation• Start-up support for the Community Education

Association by the Education Committee ........ $20,280

Findlay Board of Education-Findlay Public Schools• Alternative Academy for the middle schoo l........ 48,550

The University of Findlay• Community Education and Technology Center . . . 56,987

Total Education Grants...................................$125.817

Special Philanthropic ServicesThe Cleveland Foundation (Inc.)• Operating budget for the L. Dale Dorney Fund

and The Findlay-Hancock County Community Foundation for 1997 ......................................... $51,558

The Findlay-Hancock County Community Foundation• Operating budget for 1996 ................................... 8,452• Operating budget for 1997 ................................. 13,089

Total Special Philanthropic Services Grants . . . $73.099

TOTAL L. DALE DORNEY FUND GRANTS

84

Lake-Geauga Fund Grants

The Lake-Geauga CommitteeMolly Offutt, Chairperson (effective April 1997)Barry M. Byron Lawrence J. DolanDebra Hershey Guren (effective April 1997)Arlene M. Holden (completed term March 1997)George B. Milbourn (effective April 1996)James F. PattersonJohn Sherwin Jr. (completed term as chairperson, March 1997)

Civic AffairsThe Cleveland Foundation (Inc.)• Technical assistance to City of Mentor

on use of the Mentor lagoons .......................... $10,000

Habitat of Painesville• General support .....................................................1,000

Leadership Lake County, Inc.• Start-up support for youth leadership

program (over three yea rs )...................................15,000

Willoughby Municipal Court• Evaluation of pilot program for

chemically dependent women .............................. 4,000

Total Civic Affairs Grants ................................. $30.000

Cultural AffairsLake County Historical Society• General support .................................................. $5,000

Lake Erie College• Lake Erie Fine Arts series ....................................... 7,000

New Organization for the Visual Arts (NOVA)• Artists' Open Studio Days and Lake and Geauga

counties constituency development p la n ............... 6,200

Total Cultural Affairs Grants ...........................$18.200

EducationLake Erie College• Arthur S. Holden College Center ......................$30,000• Plan and implementation of "Crossing Cultures,

Crossing Disciplines: Initiative in Interdisciplinary Education" program for humanities, social andnatural sciences (over two years).......................... 35,000

The Lakeland Foundation• Establishment of Lakeland Free-Net

community computer system .............................. 26,850

Learning About Business• General support........................................................ 800

Morley Library• General support ....................................................1,000

Total Education Grants.....................................$93.650

ScholarshipsThe Cleveland Foundation (Inc.)• General scholarships for residents of Painesville

not attending Lake Erie College ........................$47,000• Scholarship support for third- and fourth-year

students from Lake and Geauga countiesattending Ohio's medical schools ..................... 100,000

Lake Erie College• Scholarship support for Painesville-area students . . 10,000

The Lakeland Foundation• Scholarship support for Painesville-area

students attending LakelandCommunity College............................................. 10,000

Total Scholarship Grants.................................$167.000

HealthLake County Society for Rehabilitation of Children and Adults, Inc.• General support ................................................. $1,000• Hearing Aid Shoppe for low-cost

hearing aids (over two years) .............................. 22,500

Lake Hospital System, Inc.• Medical library acquisitions.................................... 4,000

Total Health Grants .........................................$27,500

Social ServicesBoy Scouts of America, Northeast Ohio Council• General support......................................................$500

Camp Sue Osborn• General support........................................................ 500

Chardon Community Day Care Center• Relocation of facility ........................................... 30,000

85

Special Philanthropic Services Grants

Crossroads: Lake County Adolescents• Attention Deficit Hyperactivity Disorder program

to provide centralized outpatient services .............8,000

Lake County Educational Service Center• Art therapy pilot program by the Juvenile Court . . 1,500

Lake County YMCA• Comprehensive childcare program

for infants and toddlers....................................... 20,000• General support .................................................... 1,000

Lake Erie Girl Scout Council• General support........................................................ 500

The Salvation Army of Greater Cleveland• General support of The Salvation

Army of Lake County............................................. 1,000

Therapeutic Riding Center, Inc.• Capital campaign.................................................. 25,000

United Way of Lake County, Inc.• General support ....................................................1,000

United Way Services• Countywide visioning project

for Geauga County ............................................. 19,000

Total Social Services Grants ...........................$108.000

TOTAL LAKE-GEAUGA FUND G RA N TS.......... $444.350

Geographic Funds continued

Total Geographic Funds Grants $784,489

Business Volunteerism Council• Operating support (fourth yea r)........................ $60,000

Case Western Reserve University• Alumni Association's Leadership

in Nonprofit Management Award luncheon.........2,500

The Cleveland Foundation (Inc.)• Anisfield-Wolf Community Service

and Book Aw ards................................................ 63,650• Grantmakers Forum ......................................... 145,473

Donors Forum of Ohio, Columbus, Ohio• Promotion of Philanthropy Initiative

(over two years) .................................................. 50,000

The Foundation Center, New York, New York• Operating support of The Foundation

Center - Cleveland.............................................. 94,200• Strategic plan of The Foundation

Center - Cleveland................................................4,000

Women & Philanthropy Inc.,New York, New York• LEAD! (Leadership for Equity and

Diversity) initiative (second year) .......................... 7,500

Total Board Designated G rants..................... $427.323

Donor Advised GrantsGrants are for general support unless otherwise noted.

Bratenahl Community Foundation .................... $1,000

Business Volunteerism Council ............................ 5,000

The Cleveland Foundation (Inc.)• Unrestricted charitable purposes .......................... 3,572

Total Donor Advised Grants ............................. $9.572

_________________________ __________________________________

Total Special Philanthropic Services Grants

$436,895Board Designated and Donor Advised

--------------------------------------

86

Other Disbursements

Aurora Schools Foundation• General and scholarship support .......................... $694

The Cleveland Foundation (Inc.)• Operating budget of The Cleveland

Foundation for the year 1997 ........................ 4,792,200

Federation for Community Planning• Health and human services program s........................75

The Catherine Horstmann Home ........................ 3,852

Lutheran Metropolitan Ministry Association . . . 10,864

National Society to Prevent Blindness,Schaumburg, Illinois• Prevent Blindness Ohio program s.............................. 30

Ohio Humanities Council, Columbus, Ohio• Programs to further the humanities in Cleveland . . . 450

St. James A.M.E. C h u rc h ....................................... 2,500

Total Other Disbursements $4.810.665

The Distribution Committee and Board of TrusteesCharles A. Ratner Chairperson

Jerry V. Jarrett Vice Chairperson

James E. Bennett III Doris A. Evans, M.D.Adrienne Lash Jones Catharine Monroe Lewis Alex Machaskee James V. Patton Alfred M. Rankin Jr.John Sherwin Jr.Jerry Sue Thornton

Trustees CommitteeDavid L. StithBank One, Cleveland, N A

John R. MacsoFirst National Bank of Ohio

George S. Brookes Huntington National Bank

William E. MacDonald III National City Bank

Stephen E. Wall Key Bank, N A

Executive OfficeSteven A. MinterExecutive Director/President

Susan Lajoie EaganAssociate DirectorfVice President

Leslie A. DunfordSpecial Assistant

Marvelous Ray Baker Diana L. DavisExecutive Assistants

Lynn M. SargiHuman Resources Administrator

AdministrativeRoberta W. Allport Administrative Officer/Corporate Secretary

Janet M. CarpenterOffice Services Administrator

Pierretta H. WingfieldRecords Management Administrator

Juanita L. WorthyProgram Assistant

Martha A. Burchaski Receptionist

Civic Affairs and Economic DevelopmentJay TalbotSenior Program Officer and Manager of Special Projects

Pamela L. GeorgeProgram Associate

Arline Nosse Vance Sullivan Program Assistants

Cultural AffairsKathleen A. CervenyProgram Officer

Joan M. Cerne Program Assistant

EducationCarol K. Willen Senior Program Officer

Shirley M. Ulstad Program Assistant

HealthRobert E. EckardtSenior Program Officer and Manager of Grant Evaluation

Beth Darmstadter-Volz Program Associate, Health and Philanthropic Services

Joyce E. Schneider Program Assistant

Social ServicesGoldie K. AlvisSenior Program Officer

Marci Bernstein Lu Program Associate

Linda Harris Stewart Program Assistant

Philanthropic ServicesMichael J. HoffmannSenior Program Officer and Principal Staff, The Lake-Geauga Fund and Supporting Organizations

Marla L. HammelProgram Assistant

DevelopmentMarjorie M. Carlson Director of Development

Stephen RowanAssistant Director of Development

Nancy McCannDevelopment Associate

Linda M. Estacion Carolyn G. McKendry Celene E. PetkashDevelopment Assistants

Finance and Information SystemsJ.T. MullenChief Financial Officer/Treasurer

Deanne M. MachenFinance Assistant

Jean A. Lang Kathy ParkerSenior Accountants

Karen Louie Donna S. TanAccountants

Edna M. DealAccount Clerk

Janice M. Cutright Information Services Specialist

David L. MueckenheimProgrammer/Analyst

Findlay and Hancock CountyBarbara M. DeerhakeDirector, The Findlay-Hancock County Community Foundation and Program Officer, The L. Dale Domey Fund

General CounselMalvin E. Bank Thompson, Hine & Flory

The staff list reflects the organization of the Foundation as of March 31, 1997

CommunicationsLynne E. WoodmanDirector of Communications

Mary Frances KnuthCommunications Associate

Alicia M. CilibertoCommunications Assistant

EditorLynne E. Woodman

Associate EditorsMary Frances Knuth Alicia M. Ciliberto

Editorial AssistantsJean A. Lang Kathy S. Parker Celene E. Petkash

DesignH2N Design

Principal PhotographyDale Omori Daniel Milner

Additional PhotographyConvention and Visitors Bureau of Greater Cleveland

Joan Tiesel Herb Ascherman Cleveland Enterprise Group Ohio Canal Corridor

Tim Donovan City Architecture SPACES

Howard Agriesti (Brinsley Tyrrell, artist)

Cleveland Signstage Theatre, Inc.Steve Zorc

Cleveland Public Library Diana McNees

East Cleveland Public Library Rodney L. Brown

Diabetes Association of Greater Cleveland Case Western Reserve University

Michael Sands Boy Scouts of America,Greater Cleveland Council No. 440 Findlay Board of Education Therapeutic Riding Center, Inc.Peter Nguyen University School Close-Up Foundation Amy S. Boyer The Health MuseumCuyahoga Metropolitan Housing Authority Marotta Montessori Schools of Cleveland

T he Cleveland Foundation exists to enhance the quality of life for all citizens of Greater Cleveland. Our ability to achieve this mis-

sion and to foster a commitment to excellence can best be pursued if our workforce, grantees, donors, partners and governing body include individuals of diverse backgrounds, beliefs and perspectives.

The Foundation believes that diversity encompasses, but is not limited to, age, gender, race, national origin, religious beliefs, physical abilities and characteristics, sexual orientation, economic circumstances and lifestyle. Thus, the Foundation is committed to fostering a supportive work environment which respects and appreciates diversity in its many forms and provides all staff members with an opportunity to maximize the use of their work-related skills and talents.

The Foundation seeks to work with external organizations that reflect, as a group, the diversity of the Greater Cleveland community. We look for grantees and business partners that include individuals of varied backgrounds, beliefs and perspectives. We encourage all organizations with which we work to recognize and embrace the benefits of diversity.

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

. , . who appoint members to our Board of Trustees to!: l: l|:;" /0l3f 10 I GU110311011 seek community leaders who will bring varying

Statement on points of view to Board deliberations.

D i'versify

The Cleveland Foundation 216/861-3810 ■ 1422 Euclid Avenue, Suite 1400 Cleveland, Ohio 44115-2001